LEHIGH UNIVERSITY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LEHIGH UNIVERSITY (EIN 24-0795445)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-03-30
IRS object ID: 202610899349301306
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-03-30T13:37:45-04:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PwC US Tax LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	240795445	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% S CROUCH CONTROLLER	InCareOfNm
Business Name Control	LEHI	BusinessNameControlTxt
Phone	6107583143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 SOUTH NEW STREET 451	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID L HAMMER	PersonNm
Person Title	AVP / TREASURER	PersonTitleTxt
Phone	6107583143	PhoneNum
Signature	2026-03-26	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOANNE KRUEGER DIRECTOR	PreparerPersonNm
PTIN	P01235586	PTIN
Phone	2673303000	PhoneNum
Preparation	2026-03-26	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOSEPH J HELBLE	PrincipalOfficerNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$1,429,714,773	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEHIGH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1866	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	28	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	1964	TotalEmployeeCnt
Total Volunteers	1415	TotalVolunteersCnt
Total Gross UBI	$3,349,330	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$3,454,651	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$119,115,139	PYContributionsGrantsAmt
CY Contributions Grants	$114,372,604	CYContributionsGrantsAmt
PY Program Service Revenue	$476,061,864	PYProgramServiceRevenueAmt
CY Program Service Revenue	$504,698,237	CYProgramServiceRevenueAmt
PY Investment Income	$152,311,096	PYInvestmentIncomeAmt
CY Investment Income	$219,895,344	CYInvestmentIncomeAmt
PY Other Revenue	$1,007,779	PYOtherRevenueAmt
CY Other Revenue	$1,096,337	CYOtherRevenueAmt
PY Total Revenue	$748,495,878	PYTotalRevenueAmt
CY Total Revenue	$840,062,522	CYTotalRevenueAmt
PY Grants And Similar Paid	$172,319,410	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$186,791,238	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$294,986,907	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$311,520,614	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$524,520	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$49,497	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$21,357,146	CYTotalFundraisingExpenseAmt
PY Other Expenses	$222,496,624	PYOtherExpensesAmt
CY Other Expenses	$232,810,985	CYOtherExpensesAmt
PY Total Expenses	$690,327,461	PYTotalExpensesAmt
CY Total Expenses	$731,172,334	CYTotalExpensesAmt
PY Revenues Less Expenses	$58,168,417	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$108,890,188	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,269,250,521	TotalAssetsBOYAmt
Total Assets EOY	$3,464,195,116	TotalAssetsEOYAmt
Total Liabilities BOY	$672,009,154	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$726,097,234	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,597,241,367	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,738,097,882	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY'S GOAL IN THE COMING DECADE IS TO ADVANCE LEARNING THROUGH THE INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO OTHERS. THE CORE OF THIS GOAL IS TO PREPARE GRADUATES TO ENGAGE WITH THE WORLD AND LEAD LIVES OF MEANING. TO DO THIS, THE UNIVERSITY COMMITS TO ACHIEVE NATIONAL AND INTERNATIONAL RESEARCH PROMINENCE; PROVIDE LEARNING EXPERIENCES GROUNDED IN FUNDAMENTAL, TRANSFERABLE SKILLS ACROSS ALL DISCIPLINES AND IN REAL WORLD CHALLENGES; PROMOTE STRATEGIC RISK-TAKING IN THE PRESENCE OF OPPORTUNITY AND ADVERSITY; SUPPORT SOCIAL, ENVIRONMENTAL AND ECONOMIC SUSTAINABILITY; PROVIDE MEANINGFUL CONNECTIONS AND PARTNERSHIPS WITH ALUMNI, SUPPORTERS, AND CITIZENS AROUND THE GLOBE; PROVIDE A ROBUST RETURN ON THE INVESTMENT IN A LEHIGH EDUCATION; AND PROMOTE A DIVERSE, INCLUSIVE, AND FINANCIALLY ACCESSIBLE ENVIRONMENT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$463,094,588	ExpenseAmt
Grant	$169,575,325	GrantAmt
Revenue	$424,703,194	RevenueAmt
Desc	INSTRUCTION: LEHIGH IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY WITH PROGRAMS OFFERED IN FOUR COLLEGES: ARTS AND SCIENCES, BUSINESS AND ECONOMICS, EDUCATION, AND ENGINEERING AND APPLIED SCIENCES. AN INTERDISCIPLINARY MINDSET HAS LONG BEEN A PART OF THE LEHIGH CULTURE AND IS EVIDENT IN THE UNIVERSITY'S APPROACH TO TEACHING AND RESEARCH. LEHIGH'S UNDERGRADUATE AND GRADUATE STUDENTS WORK IN A COLLABORATIVE ENVIRONMENT, WHERE THEY HAVE THE OPPORTUNITY TO WORK CLOSELY WITH FACULTY, STAFF AND FELLOW STUDENTS IN A PERSONALIZED SETTING. LEHIGH UNIVERSITY COMPRISES FIVE COLLEGES, FOUR OF WHICH CONFER UNDERGRADUATE, MASTER'S, AND DOCTORAL DEGREES. THE FIFTH COLLEGE OFFERS GRADUATE-LEVEL PROGRAMS ONLY, INCLUDING BOTH MASTER'S AND DOCTORAL DEGREES. ALL FIVE COLLEGES ACTIVELY COLLABORATE ON CROSS-DISCIPLINARY ACADEMIC PROGRAMS AND FACULTY RESEARCH INITIATIVES, LEHIGH OFFERS APPROXIMATELY 60 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 100 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,100 COURSES. THERE ARE APPROXIMATELY 90 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2024, LEHIGH UNDERGRADUATE ENROLLMENT WAS 5,878 FTE UNDERGRADUATE STUDENTS AND 1,373 FTE GRADUATE STUDENTS."	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$71,063,550	ExpenseAmt
Grant	$11,148,772	GrantAmt
Revenue	$926,568	RevenueAmt
Desc	RESEARCH: LEHIGH IS COMMITTED TO THE PURSUIT OF NEW KNOWLEDGE, CREATIVE DISCOVERY, SCHOLARLY INQUIRY, AND ESTABLISHING A VIBRANT INTELLECTUAL CULTURE THAT PERVADES THE CAMPUS COMMUNITY. FACULTY RESEARCH AND CREATIVE WORK HAS BEEN RECOGNIZED NATIONALLY AND INTERNATIONALLY BY HIGH HONORS FROM PEERS, SIGNIFICANT GRANTS AND FUNDING, PATENTS GRANTED, AND NUMEROUS AND VARIED AWARDS. LEHIGH FACULTY HAVE CONTRIBUTED TO ADVANCEMENTS IN THEIR DISCIPLINES AND HAVE BEEN AT THE FOREFRONT OF MAJOR DISCOVERIES THAT HAVE IMPROVED THE LIVES OF MILLIONS. THIS SCHOLARLY INQUIRY AND RESEARCH POSITIVELY IMPACTS AND ENHANCES THE LEARNING EXPERIENCE IN THE CLASSROOM. TOGETHER WITH TRADITIONAL FACULTY SCHOLARSHIP ACTIVITIES, APPROXIMATELY 660 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE CONDUCTED IN FISCAL YEAR 2025.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$67,049,280	ExpenseAmt
Grant	$5,882,387	GrantAmt
Revenue	$66,889,016	RevenueAmt
Desc	AUXILIARY SERVICES: STUDENT LIFE AT LEHIGH CREATES A BALANCED EDUCATIONAL EXPERIENCE THAT INTEGRATES FORMAL STUDIES WITH RESIDENTIAL LIFE AND A VIBRANT ARRAY OF STUDENT ORGANIZATIONS AND ACTIVITIES. LEHIGH IS A CARING COMMUNITY DEEPLY COMMITTED TO HARMONIOUS CULTURAL DIVERSITY AS AN ESSENTIAL ELEMENT OF THE LEARNING ENVIRONMENT. IN ORDER THAT ALL MEMBERS OF THE LEHIGH COMMUNITY MIGHT DEVELOP AS EFFECTIVE AND ENLIGHTENED CITIZENS, THE UNIVERSITY ENCOURAGES PHYSICAL, SOCIAL, ETHICAL AND SPIRITUAL DEVELOPMENT AS WELL AS RIGOROUS INTELLECTUAL DEVELOPMENT. IN FISCAL YEAR 2025, APPROXIMATELY 3,907 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND APPROXIMATELY 212 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$32,464,094	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$184,754	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$12,179,459	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$633,671,512	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	10447	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1964	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	28	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	S CROUCH CONTROLLER	PersonNm
Phone	6107583143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	306 S NEW STREET	AddressLine1Txt
City	BETHLEHEM	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18015	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Key EmployeeKeyEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KRISTIN AGATONE
CHIEF INVESTMENT OFF.	40.0	0.0	Yes (X)	$1,369,597	$0	$60,113
JOSEPH J HELBLE
PRESIDENT	40.0	0.0		$1,084,009	$0	$61,845	Yes (X)
NATHANIEL N URBAN
PROVOST	40.0	1.0		$732,579	$0	$53,362	Yes (X)
MICHAEL D GOULD
DIRECTOR INVEST. OFF.	40.0	0.0		$696,296	$0	$56,517		Yes (X)
PAUL BROCKMAN
PROFESSOR	40.0	0.0		$535,725	$0	$52,468		Yes (X)
GEORGETTE C PHILLIPS
DEAN,COLL. BUS. & ECON.	40.0	0.0		$536,997	$0	$35,253		Yes (X)
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	40.0	0.5		$484,532	$0	$52,554	Yes (X)
JOHN WELTY
PROVOST, WEST REG. OFF.	40.0	0.0		$474,248	$0	$43,929		Yes (X)
STEPHEN P DEWEERTH
DEAN,P.C.ROSSIN COLL OF ENG	40.0	0.0	Yes (X)	$456,104	$0	$52,525
ROBERT A FLOWERS
DEAN,COLL. ARTS & SCI.	40.0	0.0	Yes (X)	$375,224	$0	$117,752
KATHLEEN HANLEY
PROFESSOR	40.0	0.0		$424,820	$0	$50,862		Yes (X)
CHRISTINE COOK
VP FINANCE & ADMINISTRATION	40.0	0.25		$428,276	$0	$38,661	Yes (X)
DAVID L HAMMER
ASSOCIATE VP & TREASURER	40.0	0.0		$236,532	$0	$111,937	Yes (X)
MICHAEL J TODD
VP FIN & ADMIN THRU 07/05	40.0	0.0		$272,113	$0	$28,937	Yes (X)
JOHN D SIMON
PROFESSOR/FORMER PRESIDENT	40.0	0.0		$160,519	$0	$25,282			Yes (X)
VINCENT A FORLENZA
CHAIRMAN, BOARD OF TRUSTEES	3.0	0.0		$0	$0	$0				Yes (X)
JORDAN HITCH
VICE CHAIR, BOARD OF TRUSTEES	2.0	0.0		$0	$0	$0				Yes (X)
ANN LEWNES
VICE CHAIR, BOARD OF TRUSTEES	2.0	0.0		$0	$0	$0				Yes (X)
FRANCESCA A BARTLETT
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JEFFREY BOSLAND
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
PAUL A CAMUTI
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ERIC A CLEMENT
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
FREDERICK R COLEMAN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SANDRA L DENTON
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
DINA DILORENZO
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ANDREW D FREED
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JAMES H GARRETT JR
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
FAITH R GLAZIER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
TED HARRIS
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
COREY L HARRISON
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
CHRISTOPHER D HITE
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARY T KUSH
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
JAMES R MAIDA
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
KENDALL B O'BRIEN
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MICHELE M SCARINGELLA
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
CHRISTOPHER M SCOTT
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SARAT SETHI
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
ERIKA J SMITH
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
SANDRA L STELLING
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
STEPHEN S TANG
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARY BETH C TULLY
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
TED WALSH
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)
MARK R YEAGER
TRUSTEE	1.0	0.0		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$8,267,571	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$841,997	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	659	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SKANSKA USA BUILDING INC
1010 SPRING MILL AVE STE 300	CONSHOHOCKEN	PA	194282391	CONSTRUCTION MGMT	$51,027,042
SODEXO INC AND AFFILIATES
PO BOX 360170	PITTSBURGH	PA	15251	FOOD SERVICE	$19,314,582
ABM
PO BOX 198352	ATLANTA	GA	303848352	JANITORIAL SERVICES	$11,797,055
BRIGHTVIEW LANDSCAPES LLC
241 LLOYD STREET	ALLENTOWN	PA	18109	LANDSCAPING	$3,996,087
ALLIED BUILDING CORPORATION
74 W BROAD ST STE 200	BETHLEHEM	PA	180185738	CONTRACTOR	$1,514,624

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	155	CntrctRcvdGreaterThan100KCnt
Fundraising	$15,800	FundraisingAmt
Government Grants	$59,489,096	GovernmentGrantsAmt
All Other Contributions	$54,867,708	AllOtherContributionsAmt
Noncash Contributions	$12,576,909	NoncashContributionsAmt
Total Contributions	$114,372,604	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
AUXILIARY OPERATIONS	900099	$66,889,016	$66,889,016
TUITION REVENUE	900099	$424,703,194	$424,703,194
OTHER SALES AND SERVICES	900099	$11,412,516	$10,316,551	$1,095,965
PROGRAM INVESTMENT INCOME	525990	$122,800	$122,800
ALL OTHER PROGRAM SERVICE REVENUE	713990	$1,570,711	$1,478,501	$92,210

Field	Value	IRS element (for citing)
Total Program Service Revenue	$504,698,237	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,593,694	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,161,155	UnrelatedBusinessRevenueAmt
Exclusion	$40,432,539	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	$363,991	TotalRevenueColumnAmt
Exclusion	$363,991	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$970,827	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$220,475	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$750,352	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$750,352	TotalRevenueColumnAmt
Exclusion	$750,352	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$766,688,049	SecuritiesAmt
Other	$6,850	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$589,384,738	SecuritiesAmt
Other	$8,511	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$177,303,311	SecuritiesAmt
Other	-$1,661	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$177,301,650	TotalRevenueColumnAmt
Exclusion	$177,301,650	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$20,521	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$15,800	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$38,527	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$18,006	TotalRevenueColumnAmt
Exclusion	-$18,006	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

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	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

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

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$840,062,522	TotalRevenueColumnAmt
Related Or Exempt Func Income	$503,510,062	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,349,330	UnrelatedBusinessRevenueAmt
Exclusion	$218,830,526	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$8,950,559	TotalAmt
Program Services	$8,950,559	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$166,491,934	TotalAmt
Program Services	$166,491,934	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$11,348,745	TotalAmt
Program Services	$11,348,745	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	$5,659,412	TotalAmt
Program Services	$968,816	ProgramServicesAmt
Management And General	$4,265,666	ManagementAndGeneralAmt
Fundraising	$424,930	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$226,125,502	TotalAmt
Program Services	$195,563,454	ProgramServicesAmt
Management And General	$21,346,198	ManagementAndGeneralAmt
Fundraising	$9,215,850	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$18,461,423	TotalAmt
Program Services	$15,607,674	ProgramServicesAmt
Management And General	$2,034,052	ManagementAndGeneralAmt
Fundraising	$819,697	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$46,463,307	TotalAmt
Program Services	$38,687,041	ProgramServicesAmt
Management And General	$5,738,981	ManagementAndGeneralAmt
Fundraising	$2,037,285	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$14,810,970	TotalAmt
Program Services	$12,477,184	ProgramServicesAmt
Management And General	$1,675,492	ManagementAndGeneralAmt
Fundraising	$658,294	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$994,080	TotalAmt
Program Services	$223,798	ProgramServicesAmt
Management And General	$769,068	ManagementAndGeneralAmt
Fundraising	$1,214	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$971,843	TotalAmt
Program Services	$14,120	ProgramServicesAmt
Management And General	$957,723	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$69,000	TotalAmt
Program Services	$69,000	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$49,497	TotalAmt
Fundraising	$49,497	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,506,323	TotalAmt
Management And General	$10,506,323	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$37,723,772	TotalAmt
Program Services	$31,501,186	ProgramServicesAmt
Management And General	$5,315,933	ManagementAndGeneralAmt
Fundraising	$906,653	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,472,411	TotalAmt
Program Services	$2,024,472	ProgramServicesAmt
Management And General	$209,856	ManagementAndGeneralAmt
Fundraising	$238,083	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$33,236,614	TotalAmt
Program Services	$29,821,774	ProgramServicesAmt
Management And General	$2,344,389	ManagementAndGeneralAmt
Fundraising	$1,070,451	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,789,795	TotalAmt
Program Services	$3,609,967	ProgramServicesAmt
Management And General	$2,922,609	ManagementAndGeneralAmt
Fundraising	$257,219	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$51,095,428	TotalAmt
Program Services	$42,926,966	ProgramServicesAmt
Management And General	$5,985,206	ManagementAndGeneralAmt
Fundraising	$2,183,256	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,709,251	TotalAmt
Program Services	$8,126,702	ProgramServicesAmt
Management And General	$242,610	ManagementAndGeneralAmt
Fundraising	$339,939	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,521,759	TotalAmt
Program Services	$4,801,304	ProgramServicesAmt
Management And General	$311,438	ManagementAndGeneralAmt
Fundraising	$409,017	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,750,774	TotalAmt
Program Services	$14,715,814	ProgramServicesAmt
Management And General	$3,259,013	ManagementAndGeneralAmt
Fundraising	$775,947	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$44,199,567	TotalAmt
Program Services	$37,234,979	ProgramServicesAmt
Management And General	$5,000,079	ManagementAndGeneralAmt
Fundraising	$1,964,509	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,917,005	TotalAmt
Program Services	$761,380	ProgramServicesAmt
Management And General	$3,155,625	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
NONCAPITALIZED EQUIPMENT	$2,892,160	$2,783,440	$103,415	$5,305
ATHLETIC SUPPLIES	$885,151	$885,151
LIBRARY ACQUISITIONS	$4,076,052	$4,076,052

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$731,172,334	TotalAmt
Program Services	$633,671,512	ProgramServicesAmt
Management And General	$76,143,676	ManagementAndGeneralAmt
Fundraising	$21,357,146	FundraisingAmt

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	$25,464,993	BOYAmt
EOY	$50,963,054	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$43,205,706	BOYAmt
EOY	$46,723,995	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,316,195	BOYAmt
EOY	$7,364,527	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,270,010	BOYAmt
EOY	$1,178,383	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,781,942	BOYAmt
EOY	$10,167,119	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,596,327,434	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$778,462,077	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$792,191,257	BOYAmt
EOY	$817,865,357	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$760,053,755	BOYAmt
EOY	$842,599,667	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,600,601,092	BOYAmt
EOY	$1,664,980,350	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$7,412,179	BOYAmt
EOY	$7,608,984	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	$17,953,392	BOYAmt
EOY	$14,743,680	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,269,250,521	BOYAmt
EOY	$3,464,195,116	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$59,739,429	BOYAmt
EOY	$43,738,853	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	$14,621,071	BOYAmt
EOY	$15,749,388	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$165,630,417	BOYAmt
EOY	$235,070,727	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	$318,624,882	BOYAmt
EOY	$318,688,260	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	$113,393,355	BOYAmt
EOY	$112,850,006	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$672,009,154	BOYAmt
EOY	$726,097,234	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,230,983,847	BOYAmt
EOY	$1,270,578,946	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,366,257,520	BOYAmt
EOY	$1,467,518,936	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,597,241,367	BOYAmt
EOY	$2,738,097,882	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,269,250,521	BOYAmt
EOY	$3,464,195,116	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$108,890,188	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$37,091,580	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$5,125,253	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	$91,013,549	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108,346,936	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$98,653,218	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$119,115,139	CurrentTaxYearMinus1YearAmt
Current Tax Year	$114,372,604	CurrentTaxYearAmt
Total	$531,501,446	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	$91,013,549	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108,346,936	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$98,653,218	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$119,115,139	CurrentTaxYearMinus1YearAmt
Current Tax Year	$114,372,604	CurrentTaxYearAmt
Total	$531,501,446	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$531,501,446	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,120,543	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$58,823,991	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$32,557,319	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$37,274,156	CurrentTaxYearMinus1YearAmt
Current Tax Year	$43,928,512	CurrentTaxYearAmt
Total	$198,704,521	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$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

Field	Value	IRS element (for citing)
Total Support	$730,205,967	TotalSupportAmt
Gross Receipts Rltd Activities	$2,177,304,159	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.72788	PublicSupportCY170Pct
Public Support PY170	0.74461	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule C IRS990ScheduleC

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

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$100,505	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$100,505	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$731,071,829	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$731,172,334	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$230,258	CurrentYearMinus3Amt
Current Year Minus2	$216,821	CurrentYearMinus2Amt
Current Year Minus1	$167,827	CurrentYearMinus1Amt
Current Year	$100,505	CurrentYearAmt
Total	$715,411	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$1,689,100	RevenuesIncludedAmt
Assets Included	$37,243,475	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,823,559,431	BeginningYearBalanceAmt
Contributions	$18,463,208	ContributionsAmt
Investment Earnings Or Losses	$204,519,127	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$31,869,692	GrantsOrScholarshipsAmt
Other Expenditures	$51,280,695	OtherExpendituresAmt
Administrative Expenses	$13,033,884	AdministrativeExpensesAmt
End Year Balance	$1,950,357,495	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,702,421,641	BeginningYearBalanceAmt
Contributions	$27,455,053	ContributionsAmt
Investment Earnings Or Losses	$188,513,307	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$29,838,408	GrantsOrScholarshipsAmt
Other Expenditures	$53,577,496	OtherExpendituresAmt
Administrative Expenses	$11,414,666	AdministrativeExpensesAmt
End Year Balance	$1,823,559,431	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,634,627,723	BeginningYearBalanceAmt
Contributions	$24,200,702	ContributionsAmt
Investment Earnings Or Losses	$126,515,703	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,903,423	GrantsOrScholarshipsAmt
Other Expenditures	$45,987,943	OtherExpendituresAmt
Administrative Expenses	$9,031,121	AdministrativeExpensesAmt
End Year Balance	$1,702,421,641	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,712,001,066	BeginningYearBalanceAmt
Contributions	$23,187,400	ContributionsAmt
Investment Earnings Or Losses	-$30,855,787	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,916,197	GrantsOrScholarshipsAmt
Other Expenditures	$31,908,241	OtherExpendituresAmt
Administrative Expenses	$9,880,518	AdministrativeExpensesAmt
End Year Balance	$1,634,627,723	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,304,310,182	BeginningYearBalanceAmt
Contributions	$19,852,240	ContributionsAmt
Investment Earnings Or Losses	$458,732,816	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$27,352,633	GrantsOrScholarshipsAmt
Other Expenditures	$42,106,539	OtherExpendituresAmt
Administrative Expenses	$1,435,000	AdministrativeExpensesAmt
End Year Balance	$1,712,001,066	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.34200	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.35800	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$48,177,891	InvestmentCostOrOtherBasisAmt
Book Value	$48,177,891	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$1,122,575,816	InvestmentCostOrOtherBasisAmt
Depreciation	$516,024,408	DepreciationAmt
Book Value	$606,551,408	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$6,880,472	InvestmentCostOrOtherBasisAmt
Depreciation	$4,231,440	DepreciationAmt
Book Value	$2,649,032	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$264,703,094	InvestmentCostOrOtherBasisAmt
Depreciation	$201,824,066	DepreciationAmt
Book Value	$62,879,028	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$153,990,160	InvestmentCostOrOtherBasisAmt
Depreciation	$56,382,162	DepreciationAmt
Book Value	$97,607,998	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$817,865,357	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$1,659,751,466	F
LIFE INSURANCE & OTHER INVEST	$3,565,514	F
REAL ESTATE	$1,663,370	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,664,980,350	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
ANNUITY PAYMENT LIABILITY	$17,991,405
POSTRETIREMENT BENEFIT LIABILI	$45,356,000
FIN47 ASSET RETIREMENT OBLIGAT	$6,371,102
DEPS HELD FOR OTHERS/REF STUD	$580,186
OTHER LIABILITIES	$940,201
P3 FINANCING OBLIGATION	$41,611,112

Field	Value	IRS element (for citing)
Total Liability	$112,850,006	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	THE LEHIGH UNIVERSITY ART GALLERIES MAINTAIN AND DEVELOP THE UNIVERSITY'S PERMANENT ART COLLECTION EXHIBITIONS DESIGNED TO INSPIRE, DEVELOP AND PROMOTE VISUAL LITERACY AND CULTURAL UNDERSTANDING THROUGH CROSS-DISCIPLINARY EDUCATIONAL OPPORTUNITIES THAT SUPPLEMENT FORMAL CLASSROOM STUDY, AND SERVE AS AN EDUCATIONAL LABORATORY TO BENEFIT STUDENTS, FACULTY AND THE COMMUNITY-AT-LARGE AS PART OF THE UNIVERSITY LEARNING EXPERIENCE. THE ART GALLERY MAINTAINS AND DEVELOPS THE UNIVERSITY'S WORLD CLASS TEACHING COLLECTION OF OVER 20,000 OBJECTS AND PRESENTS APPROXIMATELY FOUR TO SIX EXHIBITIONS PER YEAR IN SEVEN CAMPUS GALLERIES.
SCHEDULE D, PART V	THE UNIVERSITY HAS ELECTED TO RECORD CONTRIBUTIONS NET OF TRANSFERS AND TO REPORT INVESTMENT RETURN NET OF ALL INVESTMENT EXPENSES. THIS APPROACH IS CONSISTENT WITH THE UNIVERSITY'S FINANCIAL STATEMENT PRESENTATION.
SCHEDULE D, PART V, LINE 4	THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 3,000 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES FUNDS THAT ARE ACTIVELY MANAGED BY THE UNIVERSITY AS PART OF A SINGLE COMMINGLED INVESTMENT POOL AS WELL AS LIMITED NUMBER OF INDIVIDUAL FUNDS THAT ARE SEPARATELY INVESTED OR HELD IN TRUST BY OTHERS. THE PRINCIPAL FINANCIAL OBJECTIVE OF THE ENDOWMENT POOL IS THAT THE REAL PURCHASING POWER OF THE ENDOWMENT PRINCIPAL SHOULD BE PRESERVED AND IF POSSIBLE ENHANCED TO HELP ENSURE THE UNIVERSITY'S FINANCIAL FUTURE. EARNINGS ON ENDOWMENT FUNDS ARE DESIGNATED FOR SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS, CHAIRS, STUDENT LOANS AND OTHER PURPOSES. ENDOWMENT CONTRIBUTIONS INCLUDE GIFTS AS WELL AS TRANSFERS TO BOARD DESIGNATED ENDOWMENT FUNDS.
SCHEDULE D, PART X, LINE 2	THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(c)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. THERE WAS NO PROVISION FOR INCOME TAXES DUE ON UNRELATED BUSINESS INCOME IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNIVERSITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNIVERSITY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

THE UNIVERSITY'S NONDISCRIMINATORY POLICY IS DISPLAYED ON THE UNIVERSITY'S GENERAL COUNSEL'S WEBSITE WITH A LINK FROM THE UNIVERSITY'S WEBSITE HOME PAGE. LEHIGH UNIVERSITY IS COMMITTED TO PROVIDING AN EDUCATIONAL, WORKING, CO-CURRICULAR, SOCIAL AND LIVING ENVIRONMENT FOR ALL THAT IS FREE FROM HARASSMENT AND DISCRIMINATION ON THE BASIS OF AGE, COLOR, DISABILITY, GENDER IDENTIY OR EXPRESSION, GENETIC INFORMATION, MARITAL OR FAMILIAL STATUS, NATIONAL OR ETHNIC ORIGIN, RACE, RELIGION, SEX, SEXUAL ORIENTATION, OR VETERAN STATUS. THE UNIVERSITY MEETS THE REQUIREMENTS OF SECTIONS 4.01 THROUGH 4.05 OF REV. PROC 75-50, COVERING RACIAL NONDISCRIMINATION BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM AROUND THE U.S. AND WORLD, ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS.

SCHEDULE E, PART I, LINE 6A

LEHIGH UNIVERSITY RECEIVES FUNDS FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. FEDERAL GRANT PROGRAMS INCLUDE THE PELL, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, AS WELL AS FEDERAL WORK STUDY FUNDING, WHICH IS USED TO PROVIDE WORK OPPORTUNITIES FOR STUDENTS. THE STATE PROGRAM IS THE PA HIGHER EDUCATION ASSISTANCE AGENCY PROGRAM. GRANTS ARE ALSO RECEIVED FROM VARIOUS OTHER STATES. IN ADDITION, THE UNIVERSITY IS AWARDED RESEARCH GRANTS AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AND STATE AGENCIES.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (36 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt	EmployeeEmployeeCnt
East Asia and the Pacific	Fundraising	$4,453
East Asia and the Pacific	Program Services	$62,935	Research
East Asia and the Pacific	Program Services	$217,316	Global Educ. Exper.	2
East Asia and the Pacific	Send agents to seminar	$80,821
Europe (Including Iceland and Greenland)	Fundraising	$3,711
Europe (Including Iceland and Greenland)	Program Services	$552,865	Global Edu. Exper.	10
Europe (Including Iceland and Greenland)	Program Services	$183,900	Research
Europe (Including Iceland and Greenland)	Send agents to seminar	$308,209
Europe (Including Iceland and Greenland)	Investments	$135,562
Middle East and North Africa	Program Services	$30,291	Global Educ. Exper.
Middle East and North Africa	Send agents to seminar	$10,578
Middle East and North Africa	Program Services	$16,034	Research
Central America and the Caribbean	Send agents to seminar	$8,233
Central America and the Caribbean	Program Services	$29,788	Global Edu. Exper.
Central America and the Caribbean	Program Services	$905	Research
Central America and the Caribbean	Investments	$1,337,928
Russia and the Newly Independent States	Send agents to seminar	$1,717
Russia and the Newly Independent States	Program Services	$43,985	Global Educ. Exper.
Russia and the Newly Independent States	Program Services	$4,900	Research
South Asia	Send agents to seminar	$21,332
South Asia	Program Services	$58,844	Research
South Asia	Program Services	$58,365	Global Educ. Exper.	1
Sub-Saharan Africa	Program Services	$31,304	Research
Sub-Saharan Africa	Send agents to seminar	$7,576
Sub-Saharan Africa	Program Services	$103,546	Global Educ. Exper.
South America	Program Services	$75,273	Global Educ. Exper.
South America	Fundraising	$4,468
South America	Send agents to seminar	$5,690
South America	Program Services	$9,350	Research
South America	Investments	$12,288
North America	Program Services	$7,797	Research
North America	Send agents to seminar	$56,876
North America	Program Services	$92,590	Global Educ. Exper.	9
South America	Investments	$3,440,000
Central America and the Caribbean	Investments	$368,965,000
Europe (Including Iceland and Greenland)	Investments	$17,080,000

Field	Value	IRS element (for citing)
Subtotal Employees	12	SubtotalEmployeesCnt
Continuation Total Employee	10	ContinuationTotalEmployeeCnt
Total Employee	22	TotalEmployeeCnt
Subtotal Spent	$2,985,246	SubtotalSpentAmt
Continuation Spent	$390,079,184	ContinuationSpentAmt
Total Spent	$393,064,430	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
East Asia and the Pacific	RESEARCH	$41,398	WIRE	N/A	N/A
East Asia and the Pacific	RESEARCH	$70,994	WIRE	N/A	N/A

Field	Value	IRS element (for citing)
Total Other Org	2	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (16 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
SCHOLARSHIP	Central America and the Caribbean	9	$354,084	CHECK	N/A	N/A
SCHOLARSHIP	East Asia and the Pacific	178	$3,281,428	CHECK	N/A	N/A
SCHOLARSHIP	Europe (Including Iceland and Greenland)	29	$771,468	CHECK	N/A	N/A
SCHOLARSHIP	Middle East and North Africa	20	$372,206	CHECK	N/A	N/A
SCHOLARSHIP	North America	5	$216,353	CHECK	N/A	N/A
SCHOLARSHIP	Russia and the Newly Independent States	18	$838,075	CHECK	N/A	N/A
SCHOLARSHIP	South America	16	$639,274	CHECK	N/A	N/A
SCHOLARSHIP	South Asia	80	$2,649,238	CHECK	N/A	N/A
SCHOLARSHIP	Sub-Saharan Africa	47	$1,678,358	CHECK	N/A	N/A
FELLOWSHIP	Russia and the Newly Independent States	1	$5,500	CHECK	N/A	N/A
FELLOWSHIP	East Asia and the Pacific	22	$309,472	CHECK	N/A	N/A
FELLOWSHIP	Europe (Including Iceland and Greenland)	2	$20,672	CHECK	N/A	N/A
FELLOWSHIP	Middle East and North Africa	3	$11,663	CHECK	N/A	N/A
FELLOWSHIP	South America	2	$26,086	CHECK	N/A	N/A
FELLOWSHIP	South Asia	7	$62,383	CHECK	N/A	N/A
FELLOWSHIP	Sub-Saharan Africa	2	$12,388	CHECK	N/A	N/A

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	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 (3 entries)

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

Schedule G IRS990ScheduleG

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

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Retained By ContractorRetainedByContractorAmt
IDEAS UNITED
CAMPAIGN STRATEGY	false	$27,000
PLANNED GIVING MARKETING LLC
CAMPAIGN STRATEGY	false	$17,028
PATTY DEVIVA
CAMPAIGN STRATEGY	false	$5,469

Field	Value	IRS element (for citing)
Total Retained By Contractors	$49,497	TotalRetainedByContractorsAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF TOURNAMENT	Event1Nm
Gross Receipts Event1	$31,200	GrossReceiptsEvent1Amt
Charitable Contri Event1	$13,200	CharitableContriEvent1Amt
Gross Revenue Event1	$18,000	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$1,755	NonCashPrizesEvent1Amt
Food And Beverage Event1	$30,466	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$4,755	OtherDirectExpensesEvent1Amt
Event2	5K RACE	Event2Nm
Gross Receipts Event2	$5,121	GrossReceiptsEvent2Amt
Charitable Contri Event2	$2,600	CharitableContriEvent2Amt
Gross Revenue Event2	$2,521	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$1,551	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$36,321	GrossReceiptsTotalAmt
Charitable Contributions Tot	$15,800	CharitableContributionsTotAmt
Gross Revenue Total Events	$20,521	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$1,755	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$30,466	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$6,306	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$38,527	DirectExpenseSummaryEventsAmt
Net Income Summary	-$18,006	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (48 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CARNEGIE MELLON UNIVERSITY
PO BOX 371032	PITTSBURGH	PA	152507032	250969449	501(C)(3)	$1,198,295
BETHLEHEM ECONOMIC DEVELOPMENT CORP
10 E CHURCH ST	BETHLEHEM	PA	18018	232211627	501(C)(3)	$430,000
ARTSQUEST
101 FOUNDERS WAY	BETHLEHEM	PA	18015	232280560	501(C)(3)	$25,000
COMMONWEALTH UNIVERSITY OF PA
401 N FAIRVIEW ST	LOCK HAVEN	PA	177452342	232442881	GOVT	$8,074
HARVARD UNIVERSITY
PO BOX 415649	BOSTON	MA	022415649	042103580	501(C)(3)	$261,920	RESEARCH
CORNELL UNIVERSITY
PO BOX 22	ITHACA	NY	148510022	150532082	501(C)(3)	$349,742
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH ST BOX 21	NEW YORK	NY	10027	131624202	501(C)(3)	$363,350
FLORIDA ATLANTIC UNIVERSITY
PO BOX 198660	ATLANTA	GA	303848660	650385507	GOVT	$151,058
UNIVERSITY OF CONNECTICUT
438 WHITNEY ROAD EXT UNIT 1133	STORRS	CT	062691133	060772160	GOVT	$45,594
THOMAS JEFFERSON UNIVERSTIY
1101 MARKET ST	PHILADELPHIA	PA	191072934	231352651	501(C)(3)	$11,748
OHIO STATE UNIVERSITY
PO BOX 772398	DETROIT	MI	48277	316025986	GOVT	$1,192,148
PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVE STE 401	STATE COLLEGE	PA	168014819	246000376	GOVT	$16,815
UNIVERSITY OF KANSAS
3901 RAINBOW BLVD MS 1039	KANSAS CITY	KS	661608500	481124839	GOVT	$13,429
UNIVERSITY OF MARYLAND
PO BOX 41428	BALTIMORE	MD	212036428	526002033	GOVT	$7,938
UNIVERSITY OF TEXAS ARLINGTON
BOX 19136	ARLINGTON	TX	760190001	756000121	GOVT	$14,048
TRUSTEES OF THE UNIVERSITY OF PA
PO BOX 785541	PHILADELPHIA	PA	191785541	231352685	501(c)(3)	$46,868
UNIVERSITY OF TOLEDO
PO BOX 72327	CLEVELAND	OH	441920002	346401483	GOVT	$23,017
UNIVERSITY OF MASSACHUSETTS
100 VENTURE WAY SUITE 201	HADLEY	MA	01035	042103594	GOVT	$91,569
HISPANIC CENTER LEHIGH VALLEY
520 E 4TH ST	BETHLEHEM	PA	180151804	231882308	501(C)(3)	$51,200
PURDUE UNIVERSITY
23510 NETWORK PLACE	CHICAGO	IL	606731235	356002041	501(C)(3)	$80,540
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	021394301	042103594	501(C)(3)	$94,357
SMITHSONIAN
24411 NETWORK PL	CHICAGO	IL	606731243	530206027	501(C)(3)	$58,955
TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CTR STE 443	PRINCETON	NJ	085406242	210634501	501(C)(3)	$308,325
UNIVERSITY OF VIRGINIA
PO BOX 400195 OFFICE SPONSORED PRO	CHARLOTTESVILLE	VA	229044195	546001796	GOVT	$1,089,138
BHUTANESE COMMUNITY IN HARRISBURG
95 SHANNON DRIVE	HARRISBURG	PA	17112	452517325	GOVT	$29,703
DREXEL UNIVERSITY
PO BOX 95000	PHILADELPHIA	PA	19195	231352630	501(C)(3)	$245,656
GEORGIA TECH RESEARCH CORP
PO BOX 100117	ATLANTA	GA	30384	580603146	501(C)(3)	$553,834
GTI ENERGY
PO BOX 74008869	CHICAGO	IL	606748869	362170137	501(C)(3)	$49,775
LOUISIANA STATE UNIVERSITY
240 THOMAS BOYD HALL	BATON ROUGE	LA	70803	726000848	501(C)(3)	$332,329
LVEDC
520 N NEW ST	BETHLEHEM	PA	18018	232798276	501(C)(3)	$84,601
NEW YORK UNIVERSITY
PO BOX 415026	BOSTON	MA	022415026	135562308	501(C)(3)	$32,820
PROMISE NEIGHBORHOODS OF THE LEHIGH VALLEY
333 W UNION STREET	ALLENTOWN	PA	181025401	464977927	501(C)(3)	$35,861
UNIVERSITY OF TEXAS
110 INNER CAMPUS DR	AUSTIN	TX	78712	746000203	GOVT	$175,929
WEST VIRGINIA UNIVERSITY
PO BOX 6001	MORGANTOWN	WV	265066001	556000842	GOVT	$87,549
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 27084	NEW YORK	NY	100877084	131624182	501(C)(3)	$141,620
JOHN HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	520595110	501(C)(3)	$9,807
KANSAS STATE UNIVERSITY
1601 VATTIER ST - 103 FAIRCHILD HAL	MANHATTAN	KS	665062504	480771751	GOVT	$104,291
MISSOURI PUBLIC EDUCATION FOUNDATION
PO BOX 22038	SAINT LOUIS	MO	631260038	882626615	501(C)(3)	$24,320
REGENTS OF THE UNIVERSITY OF CALIFORNIA
PO BOX 743739	LOS ANGELES	CA	900741816	956006142	GOVT	$346,680
TEXAS A & M
400 HARVEY MITCHELL PKWY S	COLLEGE STATION	TX	778454375	746000531	GOVT	$115,107
UNIVERSITY OF ARIZONA
PO BOX 41867	TUSCON	AZ	85717	742652689	GOVT	$27,347
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVE	CHICAGO	IL	606930001	916001537	GOVT	$112,699
VIRGINIA TECH
300 TURNER ST STE 4200	BLACKSBURG	VA	240610001	546001805	GOVT	$7,500
WESTERN KENTUCKY UNIVERSITY
1906 COLLEGE HEIGHTS BLVD 11026	BOWLING GREEN	KY	421011022	616055628	501(C)(3)	$12,192
WICHITA STATE UNIVERSITY
1845 N FAIRMOUNT ST BOX 38	WICHITA	KS	672609700	481124839	GOVT	$117,897
UNIVERSITY OF UTAH
201 S 1460 E RM 105	SALT LAKE CITY	UT	841129055	876000525	501(C)(3)	$16,236
UNIVERSITY OF ARKANSAS
DEPARTMENT 1238	OKLAHOMA CITY	OK	731960001	716003252	GOVT	$20,817
UNIVERSITY OF COLORADO
PO BOX 209433	DALLAS	TX	753209433	846000555	501(c)(3)	$309,291

Field	Value	IRS element (for citing)
Total501c3 Org	48	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS	GrantTypeTxt
Recipient	4353	RecipientCnt
Cash Grant	$166,491,934	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE I, PART III

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

SCHEDULE I, PART I

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

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
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 (15 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
JOSEPH J HELBLE
PRESIDENT	$909,313	$121,680	$53,016	$51,382	$10,463	$1,145,854
NATHANIEL N URBAN
PROVOST	$675,097	$50,000	$7,482	$27,018	$26,344	$785,941
FRANK A ROTH
GENERAL COUNSEL, SECRETARY	$478,040		$6,492	$33,918	$18,636	$537,086
DAVID L HAMMER
ASSOCIATE VP & TREASURER	$228,510		$8,022	$22,268	$89,669	$348,469
KRISTIN AGATONE
CHIEF INVESTMENT OFF.	$561,923	$807,055	$619	$33,918	$26,195	$1,429,710
STEPHEN P DEWEERTH
DEAN,P.C.ROSSIN COLL OF ENG	$445,713		$10,391	$33,918	$18,607	$508,629
ROBERT A FLOWERS
DEAN,COLL. ARTS & SCI.	$372,674		$2,550	$33,918	$83,834	$492,976
GEORGETTE C PHILLIPS
DEAN,COLL. BUS. & ECON.	$464,096	$12,000	$60,901	$33,918	$1,335	$572,250
PAUL BROCKMAN
PROFESSOR	$530,224		$5,501	$33,918	$18,550	$588,193
MICHAEL D GOULD
DIRECTOR INVEST. OFF.	$309,054	$386,953	$289	$30,650	$25,867	$752,813
JOHN D SIMON
PROFESSOR/FORMER PRESIDENT	$158,393		$2,126	$14,025	$11,257	$185,801
MICHAEL J TODD
VP FIN & ADMIN THRU 07/05	$230,849		$41,264	$12,278	$16,659	$301,050
JOHN WELTY
PROVOST, WEST REG. OFF.	$467,862		$6,386	$33,918	$10,011	$518,177
CHRISTINE COOK
VP FINANCE & ADMINISTRATION	$424,344		$3,932	$20,118	$18,543	$466,937
KATHLEEN HANLEY
PROFESSOR	$420,215		$4,605	$33,918	$16,944	$475,682

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	FIRST CLASS TRAVEL: PRESIDENT HELBLE TRAVELED FIRST CLASS ON A FEW OCCASIONS DURING FISCAL YEAR 2025. PRESIDENT HELBLE'S CONTRACT ALLOWS HIM TO TRAVEL BUSINESS CLASS TO ALLOW HIM TO WORK ON HIS FLIGHTS SO HE CAN BE PREPARED FOR HIS MEETINGS WHEN HE LANDS. THESE TRIPS ARE ALSO OFTEN BOOKED LAST MINUTE AND SOME AIRLINES COMBINE BUSINESS CLASS WITH FIRST CLASS. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR JOSEPH HELBLE INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. DR. HELBLE WAS REQUIRED TO RESIDE IN A HOUSE ON CAMPUS. THE PRESIDENT'S HOUSE SERVED NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY UNIVERSITY EVENTS. CLEANING SERVIES WERE ALSO PROVIDED FOR THE HOUSE. THE HOUSING ALLOWANCE WAS REPORTABLE AS TAXABLE COMPENSATION. CLUB DUES AND INITIATION FEES: LEHIGH UNIVERSITY OFFERS A SUBSIDY OF COUNTRY CLUB INITIATION AND MEMBERSHIP DUES TO ELIGIBLE EMPLOYEES IN KEY POSITIONS FOR THE PURPOSE OF FUNDRAISING AND DONOR RELATION ACTIVITIES. THE TERMS OF THE SUBSIDY PROGRAM WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION COMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY. ANY PERSONAL USE OF THE SOCIAL CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: THE UNIVERSITY PROVIDES THE SERVICES OF A DRIVER FOR BUSINESS TRANSPORTATION FOR THE PRESIDENT, TRUSTEES, VISITING DIGNITARIES AND OTHER SENIOR UNIVERSITY LEADERS.
SCHEDULE J, PART I, LINE 4B	DR JOSEPH HELBLE AND DR JOHN SIMON PARTICIPATE IN A 457(F) PLAN. IN KEEPING WITH THE UNIVERSITY POLICY FOR ALL OF THE PRESIDENTS' COMPENSATION AND BENEFITS, THE TERMS OF THIS PLAN WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE.
SCHEDULE J, PART 1, LINE 7	CERTAIN STAFF IN THE UNIVERSITY'S INVESTMENT OFFICE ARE ELIGIBLE FOR BONUS COMPENSATION THAT IS BASED UPON THE UNIVERSITY'S LONG TERM INVESTMENT PORTFOLIO PERFORMANCE. THE CRITERIA FOR SUCH COMPENSATION IS ESTABLISHED BY THE COMPENSATION SUBCOMMITTEE OF THE UNIVERSITY'S BOARD IN CONSULTATION WITH THE INVESTMENT SUBCOMMITTEE.

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
NCPGA - SERIES 2007
A	233007498	663507BZ3	2007-02-01	$53,931,267	REF 8/24/06 AND 1/19/00 BONDS	false	false	false
NCGPA - SERIES 2016AB
B	233007498	663507CW9	2016-10-06	$105,101,536	REF PART 2007 AND ALL 2009 BONDS	false	false	false
NCGPA - SERIES 2024A
C	233007498	663507DH1	2024-08-15	$142,617,566	REF 12/7/00 & 5/19/04 BONDS, CAP E	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	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$52,525,000	$0	$53,931,267	$0	$0	$0	$766,267	$0	$0	$0	$53,165,000	$0	2006	Yes (true)	false	Yes (true)	Yes (true)
B	$5,015,000	$0	$105,101,536	$0	$0	$0	$451,024	$0	$0	$0	$104,650,512	$0	2009	Yes (true)	Yes (true)	Yes (true)	Yes (true)
C	$4,100,000	$0	$142,617,566	$0	$0	$0	$519,309	$0	$0	$62,842,796	$59,125,714	$20,129,746		Yes (true)	false	false	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	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00060	0.00040	0.00100	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00530	0.00050	0.00580	false	false	false	Yes (true)
C	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	0.00000	0.00000	0.00000	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd	Term Of HedgeTermOfHedgePct	Superintegrated HedgeSuperintegratedHedgeInd	Hedge TerminatedHedgeTerminatedInd
0
A	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)
WELLS FARGO BANK
B	false	false	Yes (true)	false	Yes (true)	Yes (true)	false	0	false	Yes (true)	23.1	false	false
0
C	false	Yes (true)	false	false	false	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)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE K, PART I, COLUMN A, ALL ISSUES	FormAndLineReferenceDesc
Explanation	ISSUER NAME - NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY SCHEDULE K, PART I, BOND C, COLUMN C REFUND ISSUES DATED 5/19/2004 AND 12/7/2000 AND FINANCE NEW CAPITAL EXPENDITURES SCHEDULE K, PART II, LINE 11, COLUMNS A, B & C THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW. SCHEDULE K, PART III, LINE 3B & 3D, ALL ISSUES RESEARCH AGREEMENTS AND MANAGEMENT SERVICE CONTRACTS RELATING TO FINANCED PROPERTY ARE ROUTINELY REVIEWED BY THE UNIVERSITY'S IN-HOUSE LEGAL COUNSEL, WHOSE STAFF ENGAGE BOND COUNSEL OR OTHER OUTSIDE COUNSEL FOR ADDITIONAL LEGAL AND COMPLIANCE ADVICE WHEN NECESSARY. THERE WERE NO RESERACH AGREEMENTS OR MANAGEMENT AND SERVICE CONTRACTS WHICH REQUIRED ENGAGING OUTSIDE COUNSEL IN FISCAL YEAR 2025. SCHEDULE K, PART III, LINE 4 THE PRIVATE USE PERCENTAGE DISCLOSED REPRESENTS THE PRIVATE BUSINESS USE FOR THE ENTIRE ISSUE, WHICH MAY INCLUDE PROCEEDS THAT REFUNDED BONDS ISSUED PRIOPR TO JANUARY 1, 2003. AS SUCH, THE ACTUAL PRIVATE BUSINESS USE PERCENTAGE OF A PARTICULAR BOND MAY VARY SLIGHTLY FROM THE PERCENTAGE REPORTED. SCHEDULE K, PART IV, LINE 4B AS A COMPONENT OF DEBT PORTFOLIO, THE UNIVERSITY ENTERED INTO INTEREST RATE SWAP AGREEMENTS THAT EFFECTIVELY CONVERT CERTAIN VARIABLE REVENUE BOND OBLIGATIONS TO FIXED RATES OR REDUCE THE UNIVERSITY'S EFFECTIVE INTEREST RATE.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$1,689,100	NoncashContributionsRptF990Amt
Method Of Determining Revenues	EXPERT OPINION	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	195	ContributionCnt
Noncash Contributions Rpt F990	$10,631,923	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

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

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	ATHLETICS	9	$16,673	RECEIPTS
Yes (X)	OTHER	12	$239,213	MARKET VALUE/RECEIPT

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
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	SCHEDULE M, LINE 32A	FormAndLineReferenceDesc
Explanation	ON RARE OCCASIONS, LEHIGH UNIVERSITY WILL USE THIRD PARTY ORGANIZATIONS TO SELL ART CONTRIBUTIONS WHEN SPECIFIED UNDER THE TERMS OF THE GIFT AGREEMENT OR BEQUEST. THE PROCEEDS FROM ANY THIRD PARTY ORGANIZATION SALES ARE USED SOLELY FOR THE ENHANCEMENT OF THE ART COLLECTION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1	LEHIGH UNIVERSITY STRIVES TO EARN INTERNATIONAL PROMINENCE AS A UNIVERSTY OF SPECIAL DISTINCTION AND PROVIDE STUDENTS WITH OPPORTUNITIES FOR SUCCESS THROUGH ITS INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO SOCIETY.
FORM 990, PART VI, SECTION B, LINE 11A	THE UNIVERSITY PROVIDES A COPY OF THE 990 TO ALL MEMBERS OF THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 11B	THE DRAFT 990 IS REVIEWED BY APPROPRIATE SENIOR MANAGEMENT AT THE UNIVERSITY AND AN OUTSIDE PUBLIC ACCOUNTING FIRM. AFTER THIS REVIEW IS COMPLETE, A COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER THE REVIEW OF THE AUDIT COMMITTEE, ON BEHALF OF THE FULL BOARD OF TRUSTEES, A COPY OF THE FINAL RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD AND THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR, ON BEHALF OF THE BOARD OF TRUSTEES, THE CORPORATE SECRETARY AND THE INTERNAL AUDIT OFFICE FORWARD A COPY OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, FULL-TIME FACULTY AND EXEMPT STAFF MEMBERS. THEY ENSURE THAT EACH INDIVIDUAL RESPONDS THAT THEY HAVE READ AND AGREE TO ABIDE BY THE POLICY. THE CORPORATE SECRETARY AND THE INTERNAL AUDIT OFFICE REVIEW THE QUESTIONNAIRE RESPONSES AND ATTEMPT TO RESOLVE ANY SIGNIFICANT CONFLICTS WITH THE INDIVIDUALS. IF A CONFLICT CANNOT BE IMMEDIATELY RESOLVED, IT IS TAKEN TO THE NEXT LEVEL OF SUPERVISION UNTIL IT IS FULLY RESOLVED. IF AT ANY TIME DURING THE YEAR A NEW OR POSSIBLE CONFLICT OCCURS, THE INDIVIDUAL IS RESPONSIBLE FOR NOTIFYING THE CORPORATE SECRETARY IN WRITING.
FORM 990, PART VI, SECTION B, LINE 15	LEHIGH UNIVERSITY IS COMMITTED TO COMPENSATING ALL EMPLOYEES AT A FAIR AND COMPETITIVE LEVEL. TO DO THIS, AN ANNUAL COMPARISON OF MARKET RATE SALARY DATA IS PERFORMED BY THE UNIVERSITY'S HUMAN RESOURCES OFFICE, WHICH ALSO UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE SUCH DATA. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED AN INDEPENDENT COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE SUBCOMMITTEE MEETS AS NEEDED TO REVIEW COMPENSATION MATTERS, BUT NO LESS THAN ANNUALLY TO REVIEW THE PERFORMANCE AND APPROVE THE COMPENSATION FOR THE PRESIDENT, OFFICERS OF THE UNIVERSITY ADMINISTRATION, OTHER SENIOR ADMINISTRATIVE OFFICERS, AND ANY OTHER HIGHLY COMPENSATED UNIVERSITY EMPLOYEES WHOSE COMPENSATION SHOULD BE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH UNIVERSITY GOVERNANCE DOCUMENTS AND APPLICABLE LEGAL REQUIREMENTS. SUCH REVIEW INCLUDES DETERMINATIONS BY THE SUBCOMMITTEE AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD, THAT THE COMPENSATION OF SUCH OFFICERS AND EMPLOYEES IS REASONABLE AND IN ACCORDANCE WITH LEGAL REQUIREMENTS APPLICABLE TO THE UNIVERSITY AS A NON-PROFIT TAX-EXEMPT ORGANIZATION. IN FULFILLING ITS RESPONSIBILITIES WITH RESPECT TO DETERMINING REASONABLE COMPENSATION, THE SUBCOMMITTEE UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE MARKET RATE AND COMPARATIVE SALARY DATA. SUBSTANTIATION OF THE SUBCOMMITTEE'S DELIBERATIONS AND DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE LOCATED ON THE UNIVERSITY'S WEBSITE.
FORM 990, PART XI, LINE 9	THIS AMOUNT CONSISTS OF OTHER INCOME AND LOSS AS FOLLOWS: ADJ VALUE SPLIT INTEREST AGREEMENT: $ -1,010,109 RATE SWAP FAIR VALUE ADJUSTMENT: -1,880,196 NON-CASH IN KIND GIFTS: -255,885 POST RETIREMENT LIABILITY ADJUSTMENT: -1,687,000 OTHER: -292,063 ------------- TOTAL TO LINE 9: $ -5,125,253

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
LU PROPERTIES LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$0	LEHIGH UNIV
LUP2 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$2,649	$8,617,136	LEHIGH UNIV
LUP3 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$0	LEHIGH UNIV
LUP4 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$310,982	$14,402,569	LEHIGH UNIV
LUP5 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,726,206	LEHIGH UNIV
LUP6 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$2,735,116	LEHIGH UNIV
LUP7 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,493,029	LEHIGH UNIV
LUP8 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,778,167	LEHIGH UNIV
LUP9 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$1,247	$1,151,665	LEHIGH UNIV
LUP10 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$468	$833,786	LEHIGH UNIV
LUP11 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$76,958	LEHIGH UNIV
LUP12 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$1	$1,332,897	LEHIGH UNIV
LUP13 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$21,351	$1,947,098	LEHIGH UNIV
LUP14 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$1,641,395	LEHIGH UNIV
LUP15 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$85,734	$2,584,547	LEHIGH UNIV
LUP16 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$247,071	LEHIGH UNIV
LUP17 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$1,871	$9,710,258	LEHIGH UNIV
LUP18 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$468	$1,527,406	LEHIGH UNIV
LUP19 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$23,734	LEHIGH UNIV
LUP20 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$935	$0	LEHIGH UNIV
LUP21 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$468	$933,812	LEHIGH UNIV
LUP22 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$312	$645,561	LEHIGH UNIV
LUP23 LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$374,041	LEHIGH UNIV
LUPLT LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$0	$0	LEHIGH UNIV
SOUTH RIVER INVESTMENTS LLC
306 SOUTH NEW ST SUITE 428	BETHLEHEM	PA	18015	240795445	REAL ESTATE	PA	$604,373	$6,912,467	LEHIGH UNIV
CUC HOLDINGS LLC
27 MEMORIAL DR W	BETHLEHEM	PA	18015	921538505	REAL ESTATE	PA	$0	$311,130	LEHIGH UNIV

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
BEN FRANKLIN TECHNOLOGY PARTNERS NE PA
116 RESEARCH DRIVE	BETHLEHEM	PA	18015	232517422	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
MANUFACTURERS RESOURCE CENTER
7200A WINDSOR DRIVE	ALLENTOWN	PA	18106	232514764	ECONOMIC DEV	PA	501(C)(3)	7	NA	Yes (true)
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
306 SOUTH NEW ST SUITE 500	BETHLEHEM	PA	18015	240796860	ALUMNI RELAT	PA	501(C)(3)	12c, III FI	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	ANALOG CENTURY SPECTRUM PARTNERS LP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 EAST 42ND ST	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10165	ZIPCd

Field	Value	IRS element (for citing)
EIN	861389427	EIN
Primary Activities	INVESTMENT	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	EXC FROM TAX	PredominantIncomeTypeTxt
Share Of Total Income	$7,727,556	ShareOfTotalIncomeAmt
Share Of EOY Assets	$34,731,232	ShareOfEOYAssetsAmt
Disproportionate Allocations	false	DisproportionateAllocationsInd
UBI Code V	$24,268	UBICodeVAmt
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.89698	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	OwnershipOwnershipPct	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt
LIFE INCOME FUNDS HELD IN TRUST (2)
PA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (2)
CA	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
NJ	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DC	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
NY	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
FL	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
DE	VARIOUS	TRUST	false
LIFE INCOME FUNDS HELD IN TRUST (1)
OH	VARIOUS	TRUST	false
ENDOWMENT FUNDS HELD IN TRUST (1)
NJ	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (2)
CO	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (1)
PA	VARIOUS	TRUST	false	1.00000
ENDOWMENT FUNDS HELD IN TRUST (1)
WV	VARIOUS	TRUST	false	1.00000
STABLER PATHWAYS PROP OWNER'S ASSOC
PA	LU PROPERTIES	C CORP	false		306 S NEW ST	BETHLEHEM	PA	18015	232885456	PROPERTY MGMT

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

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
LEHIGH UNIVERSITY ALUMNI ASSOCIATION
1B	$1,227,931	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1C	$279,175	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1L	$100,369	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1L	$176,790	CASH VALUE
BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA
1Q	$571,796	CASH VALUE
MANUFACTURERS RESOURCE CENTER
1Q	$494,375	CASH VALUE