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BROWN UNIVERSITY OF PROVIDENCE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BROWN UNIVERSITY OF PROVIDENCE (EIN 05-0258809)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-11
IRS object ID
202631319349306043
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T18:07:56-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050258809EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROWN UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHARLENE SWEENEYInCareOfNm
Business Name ControlBROWBusinessNameControlTxt
Phone4018632716PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office Box JAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02912ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL P WHITEPersonNm
Person TitleVP FINANCE & CFOPersonTitleTxt
Phone4018632716PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA R MCREYNOLDSPreparerPersonNm
PTINP00977806PTIN
Phone6175305000PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTINA PAXSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOX J BROWN UNIVERSITYAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02912ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,526,885,534GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.brown.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1764FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body52VotingMembersGoverningBodyCnt
Voting Members Independent51VotingMembersIndependentCnt
Total Employee14310TotalEmployeeCnt
Total Volunteers6839TotalVolunteersCnt
Total Gross UBI$5,029,142TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$659,667,235PYContributionsGrantsAmt
CY Contributions Grants$616,441,558CYContributionsGrantsAmt
PY Program Service Revenue$945,650,850PYProgramServiceRevenueAmt
CY Program Service Revenue$998,657,919CYProgramServiceRevenueAmt
PY Investment Income$261,799,707PYInvestmentIncomeAmt
CY Investment Income$439,748,364CYInvestmentIncomeAmt
PY Other Revenue$574,418PYOtherRevenueAmt
CY Other Revenue$1,096,177CYOtherRevenueAmt
PY Total Revenue$1,867,682,210PYTotalRevenueAmt
CY Total Revenue$2,055,944,018CYTotalRevenueAmt
PY Grants And Similar Paid$424,749,311PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$450,866,117CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$737,907,025PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$781,267,496CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,230,389CYTotalFundraisingExpenseAmt
PY Other Expenses$553,313,684PYOtherExpensesAmt
CY Other Expenses$594,464,284CYOtherExpensesAmt
PY Total Expenses$1,715,970,020PYTotalExpensesAmt
CY Total Expenses$1,826,597,897CYTotalExpensesAmt
PY Revenues Less Expenses$151,712,190PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$229,346,121CYRevenuesLessExpensesAmt
Total Assets BOY$10,038,579,738TotalAssetsBOYAmt
Total Assets EOY$11,263,164,029TotalAssetsEOYAmt
Total Liabilities BOY$1,728,842,551TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,349,471,082TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,309,737,187NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,913,692,947NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$880,562,009ExpenseAmt
Grant$46,972,985GrantAmt
Revenue$772,032,034RevenueAmt
DescINSTRUCTION / ENROLLMENT INCLUDES COST OF SUPPLIES, SALARIES AND BENEFITS ASSOCIATED WITH TEACHING APPROXIMATELY 12,000 STUDENTS (66% UNDERGRADUATE; 29% GRADUATE; 5% MEDICAL). A FACULTY OF APPROXIMATELY 1,080 TEACH AND ADMINISTER PROGRAMS IN A VARIETY OF DISCIPLINES, INCLUDING THE HUMANITIES, LIFE/MEDICAL SCIENCES, PHYSICAL SCIENCES AND SOCIAL SCIENCES. THERE ARE NEARLY 100 PROGRAMS OF STUDY OFFERED BETWEEN UNDERGRADUATE COLLEGE, GRADUATE SCHOOL AND MEDICAL SCHOOL OF THE UNIVERSITY. IN 2025, THE UNIVERSITY AWARDED A TOTAL OF 3,354 BACCALAUREATE DEGREES AND ADVANCED (MASTER, MEDICAL AND DOCTORATE) DEGREES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$403,893,132ExpenseAmt
Grant$403,893,132GrantAmt
Revenue$0RevenueAmt
DescSTUDENT AID, FELLOWSHIPS AND SCHOLARSHIPS - BROWN PROVIDES 100 PERCENT OF DEMONSTRATED NEED FOR ALL AIDED UNDERGRADUATE STUDENTS THAT MATRICULATE. THE UNIVERSITY IS NEED-BLIND FOR DOMESTIC STUDENTS (US CITIZENS AND PERMANENT RESIDENTS) AND "NEED-AWARE" FOR INTERNATIONAL AND TRANSFER (BOTH DOMESTIC AND INTERNATIONAL) STUDENTS. INTERNATIONAL AND TRANSFER STUDENTS WHO DO NOT APPLY FOR AID AS PART OF THEIR ADMISSION APPLICATION MAY NOT RECEIVED NEED-BASED SCHOLARSHIPS FROM THE UNIVERSITY. FORTY-NINE PERCENT OF THE UNDERGRADUATE STUDENT BODY RECEIVES NEED-BASED FINANCIAL AID. THE AVERAGE FINANCIAL-AID PACKAGE FOR THE CLASS OF 2029 WAS $64,274. SINCE THE CLASS OF 2007, ALL DOMESTIC UNDERGRADUATE ADMITTED AS FRESHMAN AT BROWN UNIVERSITY WERE ADMITTED UNDER THE UNIVERSITY'S NEED-BLIND ADMISSION POLICY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$168,874,906ExpenseAmt
Grant$0GrantAmt
Revenue$129,349,524RevenueAmt
DescAUXILIARY SERVICES / ACTIVITIES INCLUDES THE OPERATION OF THE DORMITORIES, DINING SERVICES, HEALTH SERVICES, THE BOOKSTORE, ETC. THESE SERVICES ACCOMMODATE STUDENTS, FACULTY AND STAFF BY SUPPORTING ACADEMIC AND CULTURAL ENRICHMENT. LINE 4D, PROGRAM SERVICE ------------------------- OTHER PROGRAM SERVICES (EXPENSES $ 203,785,397) (REVENUE $97,276,361) THE UNIVERSITY ENGAGES IN RESEARCH IN PHYSICAL SCIENCES, HUMANITIES, LIFE SCIENCES AND SOCIAL SCIENCES. THE UNIVERSITY'S RESEARCH NETWORK FEATURES ADVANCED ACADEMIC INSTITUTES, CENTERS AND FACILITIES THAT MAKE OUR WORLD-RENOWNED RESEARCH POSSIBLE. THESE FACILITIES, WHICH ARE MADE AVAILABLE TO FACULTY AND STUDENTS, ENCOURAGE DISCOVERY AND INNOVATION BY PROVIDING STATE OF-THE-ART EQUIPMENT AND RESOURCES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$203,785,397TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$97,276,361TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,657,115,444TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2627IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee14310EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members52GoverningBodyVotingMembersCnt
Independent Voting Member51IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHARLENE SWEENEYPersonNm
Phone4018635220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BROWN UNIVERSITY BOX JAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02912ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (72 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JANE DIETZE
VP & CHIEF INVESTMENT OFFICER55.00.0Yes (X)$3,703,877$0$339,994
CHRISTINA PAXSON
PRESIDENT/FELLOW55.01.7$1,433,165$0$520,619Yes (X)Yes (X)
JOSHUA T KENNEDY
MANAGING DIRECTOR55.00.0$1,479,709$0$177,512Yes (X)
GRACE CALHOUN
VP FOR ATHLETICS & RECREATION55.00.0$1,400,685$0$156,419Yes (X)
PETER LEVINE
MANAGING DIRECTOR55.00.0$1,387,590$0$166,951Yes (X)
ERICA NOURJIAN
HEAD OF OPERATIONS-INVESTMENTS55.00.0$1,066,514$0$141,199Yes (X)
MUKESH JAIN
DEAN OF BIO & MED55.00.0Yes (X)$1,081,891$0$57,531
FRANCIS J DOYLE
PROVOST55.01.2Yes (X)$887,424$0$192,040
SERGIO GONZALEZ
SVP FOR ADVANCEMENT55.00.5Yes (X)$969,809$0$59,245
GARY PADULA
MANAGING DIRECTOR55.00.0$888,626$0$97,757Yes (X)
SARAH LATHAM
EVP FIN & ADMIN55.01.0Yes (X)$864,711$0$38,168
RUSSELL CAREY
FORMER INTERIM EVP FIN55.00.0$531,738$0$87,013Yes (X)
MICHAEL WHITE
VP FIN & ADMIN SVCS & CFO55.00.7Yes (X)$525,322$0$68,367
JACK ELIAS
FORMER SVP HEALTH AFFAIRS55.00.0$432,458$0$56,796Yes (X)
LEAH VANWEY
DEAN OF THE FACULTY55.00.0Yes (X)$392,057$0$74,852
MICHAEL GUGLIELMO JR
VP FOR FACILITIES & CAMPUS OPS55.00.0Yes (X)$370,857$0$73,136
KEVIN MCLAUGHLIN
FORMER DEAN OF FACULTY55.00.7$357,102$0$70,187Yes (X)
JILL PIPHER
VP FOR RESEARCH (UNTIL 06/24)55.00.5Yes (X)$366,927$0$42,547
LAWRENCE E LARSON
FORMER INTERIM PROVOST55.00.0$325,829$0$56,733Yes (X)
GREG HIRTH
VP RESEARCH55.00.5Yes (X)$218,648$0$51,841
JOHN C ATWATER
FELLOW2.00.0$0$0$0Yes (X)
SANGEETA N BHATIA
FELLOW2.00.0$0$0$0Yes (X)
RICHARD A FRIEDMAN
SECRETARY/FELLOW2.00.0$0$0$0Yes (X)Yes (X)
ROBERT P GOODMAN
FELLOW2.00.0$0$0$0Yes (X)
JEFFREY F HINES
FELLOW2.00.0$0$0$0Yes (X)
JIM YONG KIM
FELLOW2.00.0$0$0$0Yes (X)
SAMUEL M MENCOFF
FELLOW2.00.0$0$0$0Yes (X)
ALISON S RESSLER
FELLOW2.00.0$0$0$0Yes (X)
JOAN WERNIG SORENSON
FELLOW2.00.0$0$0$0Yes (X)
NANCY G ZIMMERMAN
FELLOW2.00.0$0$0$0Yes (X)
ANNE BEAL
TRUSTEE2.00.0$0$0$0Yes (X)
ANGELIQUE G BRUNNER
TRUSTEE2.00.0$0$0$0Yes (X)
KWAME CAMPBELL
TRUSTEE2.00.0$0$0$0Yes (X)
A RICHARD CAPUTO JR
TRUSTEE2.00.0$0$0$0Yes (X)
SUSAN Y CHON
TRUSTEE2.00.0$0$0$0Yes (X)
DAVID CICILLINE
TRUSTEE2.00.0$0$0$0Yes (X)
JOSEPH DOWLING
TRUSTEE2.00.0$0$0$0Yes (X)
MARCIA J DUNN
TRUSTEE2.00.0$0$0$0Yes (X)
JAMES P ESPOSITO
TRUSTEE2.00.0$0$0$0Yes (X)
JILL FURMAN
TRUSTEE2.00.0$0$0$0Yes (X)
ELDRIDGE H GILBERT III
TRUSTEE2.00.0$0$0$0Yes (X)
XOCHITL GONZALEZ
TRUSTEE2.00.0$0$0$0Yes (X)
THERESIA GOUW
TREASURER/TRUSTEE2.00.0$0$0$0Yes (X)Yes (X)
OLIVER HAARMANN
TRUSTEE2.00.0$0$0$0Yes (X)
SHANELLE CHAMBERS HAILE
TRUSTEE2.00.0$0$0$0Yes (X)
ALAN G HASSENFELD
TRUSTEE2.00.0$0$0$0Yes (X)
JOSEPH P HEALEY
TRUSTEE2.00.0$0$0$0Yes (X)
AYANNA MACCALLA HOWARD
TRUSTEE2.00.0$0$0$0Yes (X)
EARL E HUNT II
TRUSTEE2.00.0$0$0$0Yes (X)
CLAIRE HUGHES JOHNSON
TRUSTEE2.00.0$0$0$0Yes (X)
MITCHELL R JULIS
TRUSTEE2.00.0$0$0$0Yes (X)
CARLOS LEJNIEKS
TRUSTEE2.00.0$0$0$0Yes (X)
FRAYDA B LINDEMANN
TRUSTEE2.00.0$0$0$0Yes (X)
RUSSELL E MALBROUGH
TRUSTEE2.00.0$0$0$0Yes (X)
HARALD O MIX
TRUSTEE2.00.0$0$0$0Yes (X)
JENNIFER B MOSES
TRUSTEE2.00.0$0$0$0Yes (X)
BRIAN T MOYNIHAN
CHANCELLOR/TRUSTEE2.00.0$0$0$0Yes (X)Yes (X)
MARGARET MUNZER
TRUSTEE2.00.0$0$0$0Yes (X)
JOELLE A MURCHISON
TRUSTEE2.00.0$0$0$0Yes (X)
GREG PENNER
TRUSTEE2.00.0$0$0$0Yes (X)
SRIDHAR RAMASWAMY
TRUSTEE2.00.0$0$0$0Yes (X)
PAMELA RESS REEVES
VICE CHANCELLOR/TRUSTEE2.00.0$0$0$0Yes (X)Yes (X)
MYA L ROBERSON
TRUSTEE2.00.0$0$0$0Yes (X)
AMRA SABIC-EL-RAYESS
TRUSTEE2.00.0$0$0$0Yes (X)
SARA LEPPO SAVAGE
TRUSTEE2.00.0$0$0$0Yes (X)
ZACHARY JSCHREIBER
TRUSTEE2.00.0$0$0$0Yes (X)
OMAR K SHOMAN
TRUSTEE2.00.0$0$0$0Yes (X)
DONNA MCGRAW WEISS
TRUSTEE2.00.0$0$0$0Yes (X)
GLADYS XIQUES
TRUSTEE2.00.0$0$0$0Yes (X)
WILLIAM ZHOU
TRUSTEE2.00.0$0$0$0Yes (X)
MARIA T ZUBER
TRUSTEE2.00.0$0$0$0Yes (X)
JOSEPH E EDELMAN
TRUSTEE (UNTIL 09/24)2.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,684,939TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,528,907TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1735IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SHAWMUT DESIGN CONSTRUCTION
3 DAVOL SQUARE SUITE A275PROVIDENCERI02903CONSTRUCTION$17,169,613
SUFFOLK CONSTRUCTION
65 ALLERTON STREETOSTONMA02119CONSTRUCTION$53,351,277
BON APPETIT MANAGEMENT COMPANY
1 ORCHARD RDARMONKNY10504FOOD SERVICES$11,663,545
CONSIGLI CONSTRUCTION CO
72 SUMMER STREETMILFORDMA01757CONSTRUCTION$9,383,455
NEXTSOURCE INC
1040 AVENUE OF AMERICAS 24TH FLNEW YORKNY10018MANAGEMENT COMPANY$5,319,497
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K703CntrctRcvdGreaterThan100KCnt
Federated Campaigns$97,299FederatedCampaignsAmt
Fundraising$29,335FundraisingAmt
Government Grants$309,776,217GovernmentGrantsAmt
All Other Contributions$306,538,707AllOtherContributionsAmt
Noncash Contributions$49,442,060NoncashContributionsAmt
Total Contributions$616,441,558TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611310$772,032,034$772,032,034
RESIDENCE721310$66,086,862$66,086,862
DINING HALLS722514$40,553,883$40,553,883
BOOKSTORE451211$10,106,022$9,821,136$284,886
HEALTH SERVICES620000$12,409,210$12,409,210

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$97,469,908TotalRevenueColumnAmt
Related Or Exempt Func Income$97,135,203RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$334,705UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$998,657,919TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,114,702TotalRevenueColumnAmt
Unrelated Business Revenue$4,409,551UnrelatedBusinessRevenueAmt
Exclusion$84,705,151ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,946TotalRevenueColumnAmt
Exclusion$46,946ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,185,931TotalRevenueColumnAmt
Exclusion$1,185,931ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,816,303,731SecuritiesAmt
Other$5,106,404OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,465,830,589SecuritiesAmt
Other$4,992,830OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$350,473,142SecuritiesAmt
Other$113,574OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$350,586,716TotalRevenueColumnAmt
Exclusion$350,586,716ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$28,343FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$29,335ContriRptFundraisingEventAmt
Fundraising Direct Expenses$118,097FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$89,754TotalRevenueColumnAmt
Exclusion-$89,754ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,055,944,018TotalRevenueColumnAmt
Related Or Exempt Func Income$998,038,328RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,029,142UnrelatedBusinessRevenueAmt
Exclusion$436,434,990ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$46,972,985TotalAmt
Program Services$46,972,985ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$400,413,700TotalAmt
Program Services$400,413,700ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,479,432TotalAmt
Program Services$3,479,432ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,643,321TotalAmt
Program Services$2,794,397ProgramServicesAmt
Management And General$6,985,993ManagementAndGeneralAmt
Fundraising$1,862,931FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,094,807TotalAmt
Program Services$502,754ProgramServicesAmt
Management And General$1,256,884ManagementAndGeneralAmt
Fundraising$335,169FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$596,486,380TotalAmt
Program Services$518,630,124ProgramServicesAmt
Management And General$51,938,745ManagementAndGeneralAmt
Fundraising$25,917,511FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$44,564,268TotalAmt
Program Services$36,867,184ProgramServicesAmt
Management And General$5,933,770ManagementAndGeneralAmt
Fundraising$1,763,314FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$84,733,826TotalAmt
Program Services$67,649,821ProgramServicesAmt
Management And General$13,195,908ManagementAndGeneralAmt
Fundraising$3,888,097FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$41,744,894TotalAmt
Program Services$33,572,178ProgramServicesAmt
Management And General$6,314,984ManagementAndGeneralAmt
Fundraising$1,857,732FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,236,663TotalAmt
Program Services$732,245ProgramServicesAmt
Management And General$7,477,674ManagementAndGeneralAmt
Fundraising$26,744FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,275,415TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,275,415ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$46,000TotalAmt
Program Services$46,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,886,551TotalAmt
Program Services$1,253,057ProgramServicesAmt
Management And General$1,386,252ManagementAndGeneralAmt
Fundraising$247,242FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$137,239,005TotalAmt
Program Services$125,031,419ProgramServicesAmt
Management And General$9,877,296ManagementAndGeneralAmt
Fundraising$2,330,290FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,094,459TotalAmt
Program Services$21,332,492ProgramServicesAmt
Management And General$410,877ManagementAndGeneralAmt
Fundraising$351,090FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$61,235,957TotalAmt
Program Services$59,352,974ProgramServicesAmt
Management And General$930,465ManagementAndGeneralAmt
Fundraising$952,518FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$37,056,338TotalAmt
Program Services$32,857,162ProgramServicesAmt
Management And General$3,369,911ManagementAndGeneralAmt
Fundraising$829,265FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$131,181TotalAmt
Program Services$131,181ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$52,372,544TotalAmt
Program Services$48,726,941ProgramServicesAmt
Management And General$2,740,286ManagementAndGeneralAmt
Fundraising$905,317FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$31,468,488TotalAmt
Program Services$24,778,004ProgramServicesAmt
Management And General$5,951,107ManagementAndGeneralAmt
Fundraising$739,377FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,661,411TotalAmt
Program Services$2,627,110ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$34,301FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$38,173,216TotalAmt
Program Services$35,045,262ProgramServicesAmt
Management And General$3,127,954ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$96,821,919TotalAmt
Program Services$96,821,919ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,118,254TotalAmt
Program Services$27,360,163ProgramServicesAmt
Management And General$3,758,091ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES AND MEMBERSHIPS$3,956,804$2,620,080$1,320,452$16,272
PURCHASED GOODS$24,176,277$24,172,864$0$3,413
MOA & MOU PAYMENTS TO PVD$11,304,086$11,304,086$0$0
PAYMENT TO BROWN U HEALTH$10,000,000$10,000,000$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,209,716TotalAmt
Program Services$22,039,910ProgramServicesAmt
Fundraising$169,806FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,826,597,897TotalAmt
Program Services$1,657,115,444ProgramServicesAmt
Management And General$127,252,064ManagementAndGeneralAmt
Fundraising$42,230,389FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$324,446,631BOYAmt
EOY$649,284,053EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$347,773,386BOYAmt
EOY$365,429,715EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$546,691,203BOYAmt
EOY$534,079,598EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,001,058BOYAmt
EOY$23,792,372EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$120,000BOYAmt
EOY$80,000EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$10,748,905BOYAmt
EOY$9,288,314EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,570,901BOYAmt
EOY$4,872,470EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,227,378BOYAmt
EOY$25,734,861EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,359,132,206LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,613,153,778LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,638,564,396BOYAmt
EOY$1,745,978,428EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$717,147,838BOYAmt
EOY$662,059,019EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,336,226,564BOYAmt
EOY$7,169,399,756EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$69,061,478BOYAmt
EOY$73,165,443EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,038,579,738BOYAmt
EOY$11,263,164,029EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$140,697,378BOYAmt
EOY$156,093,496EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$80,592,592BOYAmt
EOY$89,418,764EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$582,213,630BOYAmt
EOY$665,903,335EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$5,579,449BOYAmt
EOY$4,457,330EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$699,894,551BOYAmt
EOY$998,560,364EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$219,864,951BOYAmt
EOY$435,037,793EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,728,842,551BOYAmt
EOY$2,349,471,082EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,683,843,710BOYAmt
EOY$1,717,205,862EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,625,893,477BOYAmt
EOY$7,196,487,085EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,309,737,187BOYAmt
EOY$8,913,692,947EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,038,579,738BOYAmt
EOY$11,263,164,029EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$229,346,121ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$366,829,678NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,779,961OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$545,189,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$608,598,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$671,560,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$659,667,235CurrentTaxYearMinus1YearAmt
Current Tax Year$616,441,558CurrentTaxYearAmt
Total$3,101,456,974TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$545,189,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$608,598,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$671,560,189CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$659,667,235CurrentTaxYearMinus1YearAmt
Current Tax Year$616,441,558CurrentTaxYearAmt
Total$3,101,456,974TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$3,101,456,974PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,085,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,758,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,535,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,851,854CurrentTaxYearMinus1YearAmt
Current Tax Year$90,347,579CurrentTaxYearAmt
Total$342,578,659TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$24,849,029CurrentTaxYearMinus3YearsAmt
Total$24,849,029TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$3,468,884,662TotalSupportAmt
Gross Receipts Rltd Activities$4,152,635,927GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89408PublicSupportCY170Pct
Public Support PY1700.90760PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$539,000DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$14,616OtherActivitiesAmt
Total Lobbying Expenditures$553,616TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 Tax0Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-B, LINE 1B & 1GCERTAIN MEMBERS OF THE UNIVERSITY'S STAFF DEVOTED A PORTION OF THEIR TIME TO PROMOTE OUR MISSION BY WORKING WITH STATE AND FEDERAL GOVERNMENT ENTITIES TO ADVOCATE FOR LEGISLATION AND POLICY INITIATIVES THAT SUPPORT HIGHER EDUCATION AND THE UNIVERSITY'S RESEARCH AGENDA.
SCHEDULE C, PART II-B, LINE 1iAMOUNTS REPORTED ON THIS LINE RELATE TO MEMBERSHIP DUES PAID TO ORGANIZATIONS WHO LOBBY ON BEHALF OF THEIR MEMBERS(INCLUDING BROWN UNIVERSITY).

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held20DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held21FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$513,027DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$171,009FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$375,779DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,116,221FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$15,628,494DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$4,284,650FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEducationOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,692,249,845BeginningYearBalanceAmt
Contributions$147,568,294ContributionsAmt
Investment Earnings Or Losses$802,007,358InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,816,209GrantsOrScholarshipsAmt
Other Expenditures$261,283,393OtherExpendituresAmt
Administrative Expenses$35,504,247AdministrativeExpensesAmt
End Year Balance$7,254,221,648EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,176,449,394BeginningYearBalanceAmt
Contributions$128,931,602ContributionsAmt
Investment Earnings Or Losses$693,732,952InvestmentEarningsOrLossesAmt
Grants Or Scholarships$72,523,514GrantsOrScholarshipsAmt
Other Expenditures$207,789,955OtherExpendituresAmt
Administrative Expenses$26,550,634AdministrativeExpensesAmt
End Year Balance$6,692,249,845EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,115,802,417BeginningYearBalanceAmt
Contributions$168,996,923ContributionsAmt
Investment Earnings Or Losses$158,595,604InvestmentEarningsOrLossesAmt
Grants Or Scholarships$41,096,155GrantsOrScholarshipsAmt
Other Expenditures$199,406,070OtherExpendituresAmt
Administrative Expenses$26,443,325AdministrativeExpensesAmt
End Year Balance$6,176,449,394EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,492,627,997BeginningYearBalanceAmt
Contributions$128,202,759ContributionsAmt
Investment Earnings Or Losses-$283,265,637InvestmentEarningsOrLossesAmt
Grants Or Scholarships$40,884,758GrantsOrScholarshipsAmt
Other Expenditures$153,457,381OtherExpendituresAmt
Administrative Expenses$27,420,563AdministrativeExpensesAmt
End Year Balance$6,115,802,417EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,358,253,646BeginningYearBalanceAmt
Contributions$116,510,775ContributionsAmt
Investment Earnings Or Losses$2,218,746,088InvestmentEarningsOrLossesAmt
Grants Or Scholarships$41,537,202GrantsOrScholarshipsAmt
Other Expenditures$139,821,963OtherExpendituresAmt
Administrative Expenses$19,523,347AdministrativeExpensesAmt
End Year Balance$6,492,627,997EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.13000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.33000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.54000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$112,049,316OtherCostOrOtherBasisAmt
Book Value$112,049,316BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,706,907,752OtherCostOrOtherBasisAmt
Depreciation$1,373,696,538DepreciationAmt
Book Value$1,333,211,214BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$310,791,783OtherCostOrOtherBasisAmt
Depreciation$239,093,550DepreciationAmt
Book Value$71,698,233BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$229,383,355OtherCostOrOtherBasisAmt
Depreciation$363,690DepreciationAmt
Book Value$229,019,665BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,745,978,428TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$379,657,562BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
COMMON STOCK$717,981,372F
FIXED INCOME$578,563,902F
HEDGED STRATEGIES$1,477,501,663F
PRIVATE EQUITY$3,239,102,351F
REAL ASSETS$776,592,906F
FieldValueIRS element (for citing)
Total Book Value Securities$7,169,399,756TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
REFUNDABLE ADVANCES$1,883,575
SPLIT INTEREST OBLIGATIONS$8,459,435
INTEREST RATE SWAP LIABILITY$10,616,969
457B LIABILITY$62,928,656
ASSET RETIREMENT OBLIGATIONS$21,309,812
OPERATING LEASE OBLIGATION$68,082,748
FUNDS HELD FOR OTHERS$261,756,598
FieldValueIRS element (for citing)
Total Liability$435,037,793TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART III, LINE 1aFormAndLineReferenceDesc
ExplanationTHE UNIVERSITY'S COLLECTIONS INCLUDE WORKS OF ART, HISTORICAL TREASURES, AND ARTIFACTS THAT ARE MAINTAINED IN THE UNIVERSITY'S LIBRARIES AND MUSEUMS. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION AND RESEARCH PURPOSES. THE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY. SCHEDULE D, PART III, LINE 4 THE JOHN CARTER BROWN LIBRARY CONTAINS AN INTERNATIONALLY RENOWNED, CONSTANTLY GROWING COLLECTION OF PRIMARY HISTORICAL SOURCES PERTAINING TO THE AMERICAS, BOTH NORTH AND SOUTH, BEFORE CA. 1825. THE JOHN CARTER BROWN LIBRARY COLLECTION OF 50,000 RARE BOOKS (PRINTED BEFORE CA. 1825), MANUSCRIPTS, AND 16,000 REFERENCE BOOKS AND SECONDARY SOURCES (PRINTED AFTER CA. 1825) IS DISTINGUISHED IN MANY SUBJECT AREAS. MOST WELL-KNOWN, PERHAPS, ARE THE LIBRARY'S EXTENSIVE HOLDINGS IN THE LITERATURE OF EUROPEAN EXPLORATION AND TRAVEL IN THE WESTERN HEMISPHERE, FROM THE FIRST LATIN EDITION OF THE COLUMBUS LETTER OF 1493, THROUGH NEARLY ALL OF THE CONTEMPORARY NARRATIVES OF SPANISH, PORTUGUESE, FRENCH, DUTCH, AND ENGLISH DISCOVERY, EXPLORATION, AND SETTLEMENT. THE HOLDINGS OF THE LIBRARY ARE AVAILABLE TO SCHOLARS ENGAGED IN PRODUCTIVE RESEARCH FOR WHOM ACCESS TO THE COLLECTION IS ESSENTIAL FOR THE ADVANCEMENT OF THEIR WORK. THE BROWN UNIVERSITY LIBRARY, IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL AND RESEARCH MISSION, IS THE LOCAL REPOSITORY FOR AND THE PRINCIPAL GATEWAY TO CURRENT INFORMATION AND THE SCHOLARLY RECORD. THE BROWN UNIVERSITY LIBRARY IS COMPRISED OF THE JOHN D. ROCKEFELLER, JR. LIBRARY; THE SCIENCES LIBRARY; THE ORWIG MUSIC LIBRARY; THE JOHN HAY LIBRARY; AND THE ANNMARY BROWN MEMORIAL. THE JOHN D. ROCKEFELLER, JR. LIBRARY IS THE PRIMARY TEACHING AND RESEARCH LIBRARY FOR THE HUMANITIES, SOCIAL SCIENCES, AND FINE ARTS. THE SCIENCES LIBRARY HOLDS MATERIALS THAT SUPPORT STUDY AND RESEARCH IN THE FIELDS OF MEDICINE, PSYCHOLOGY, NEURAL SCIENCE, ENVIRONMENTAL SCIENCE, BIOLOGY, CHEMISTRY, GEOLOGY, PHYSICS, ENGINEERING, COMPUTER SCIENCE, AND PURE AND APPLIED MATHEMATICS, AND PROVIDES A WIDE RANGE OF SERVICES TO THE STAFF, STUDENTS AND FACULTY. THE ORWIG MUSIC LIBRARY HOUSES THE GENERAL MUSIC COLLECTION ON CAMPUS: MUSIC BOOKS, SCORES, PERIODICALS, SOUND RECORDINGS, VIDEO RECORDINGS, AND MICROFORMS. THE COLLECTION SUPPORTS THE CURRICULUM OF THE MUSIC DEPARTMENT AND PROVIDES MATERIAL FOR GENERAL USE BY THE BROWN COMMUNITY. THE JOHN HAY LIBRARY HOUSES DIVERSE COLLECTIONS SPANNING MANY SUBJECTS AND TIME PERIODS, WITH PARTICULARLY STRONG COLLECTIONS IN AMERICAN LITERATURE AND HISTORY, POPULAR CULTURE, MILITARY HISTORY AND ICONOGRAPHY, HISTORY OF SCIENCE AND THE ART AND HISTORY OF THE BOOK. THE ANNMARY BROWN MEMORIAL HOUSES EXHIBITS OF EUROPEAN AND AMERICAN PAINTINGS FROM THE 17TH THROUGH THE 20TH CENTURIES, THE CYRIL AND HARRIET MAZANSKY BRITISH SWORD COLLECTION, AS WELL AS PERSONAL MEMENTOS OF ITS FOUNDER, GENERAL RUSH C. HAWKINS, AND THE BROWN FAMILY. THE MEMORIAL IS UTILIZED AS A RESOURCE FOR STUDENTS STUDYING EUROPEAN AND AMERICAN ART BETWEEN THE 17TH AND 20TH CENTURY. THE UNIVERSITY'S ART SLIDE LIBRARY HOUSES SLIDES AND PHOTOGRAPHS REPRESENTING ART AND ART-RELATED SUBJECTS, INCLUDING ARCHITECTURE AND ARCHAEOLOGY. STUDENTS WHO ARE WRITING PAPERS OR CREATING PROJECTS ON ART-RELATED TOPICS CAN MAKE RESEARCH CONSULTATIONS BY APPOINTMENT. THE ART SLIDE LIBRARY ALSO PROVIDES SCANNING SERVICES FOR FACULTY WHO NEED DIGITAL IMAGES OF VISUAL CULTURE FOR TEACHING. THE HAFFENREFFER MUSEUM OF ANTHROPOLOGY IS A UNIVERSITY TEACHING MUSEUM WITH COLLECTIONS OF ETHNOGRAPHIC AND ARCHAEOLOGICAL ARTIFACTS AND ACTIVE PUBLIC EXHIBITIONS AND EDUCATION PROGRAMS. A CENTRAL FEATURE OF THE MUSEUM'S MISSION IS TO INSTRUCT STUDENTS AT ALL LEVELS IN COURSES AS WELL AS THROUGH ACTIVITIES ENHANCING THE VALUE OF ITS COLLECTIONS BY RESPONSIBLE, CAREFUL FIELD-DOCUMENTED COLLECTING. SCHEDULE D, PART IV, LINE 2B THE UNIVERSITY ACTS AS THE FISCAL AGENT FOR FUNDS RELATED TO UNIVERSITY AFFILIATED PROGRAMS. THE UNIVERSITY DOES NOT OWN THE FUNDS ASSOCIATED WITH THESE PROGRAMS. SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT INCOME HELPS FINANCE VITAL ACTIVITIES, INCLUDING UNDERGRADUATE STUDENT SCHOLARSHIPS, PROFESSORSHIPS, LECTURESHIPS, GRADUATE STUDENT FELLOWSHIPS, LIBRARY ACQUISITIONS, THE DIVISION OF BIOLOGY AND MEDICINE, ACADEMIC PROGRAMS, ATHLETICS, AND BUILDING MAINTENANCE. SCHEDULE D, PART X, LINE 2 THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED, AND IS GENERALLY EXEMPT FROM INCOME TAXES. THE UNIVERSITY ASSESSES UNCERTAIN TAX POSITIONS AND DETERMINED THAT THERE ARE NO SUCH POSITIONS THAT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceRACIALLY NONDISCRIMINATORY POLICYFormAndLineReferenceDesc
ExplanationPART I, LINE 3 THE UNIVERSITY'S POLICY ON NON-DISCRIMINATION IS MADE AVAILABLE ON ITS WEBSITE. THE UNIVERSITY DOES NOT DISCRIMATE ON THE BASIS OF SEX, RACE, COLOR, RELIGION, DISABILITY, STATUS AS A VETERAN, NATIONAL OR ETHNIC ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY OR GENDER EXPRESSION, IN THE ADMINSTATION OF ITS EDUCATION POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, OR OTHER SCHOOL-ADMINISTERED PROGRAMS. IN ADDITION, THE UNIVERSITY SATISFIES THE PUBLICITY REQUIREMENT OF SECTION 4.03 OF REV. PROC. 1975-50 BECAUSE THE UNIVERSITY CUSTOMARILY DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS NATIONWIDE AND WORLDWIDE AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. GOVERNMENT FINANCIAL AID PART I, LINE 6 THE UNIVERSITY RECEIVED FUNDS FROM VARIOUS GOVERNMENTAL AGENCIES FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO QUALIFIED RECIPIENTS AND TO SUPPORT SPONSORED RESEARCH.ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesRESEARCH/STUDY ABROAD$182,175
East Asia and the Pacific00Program ServicesRESEARCH/STUDY ABROAD$913,274
Europe (Including Iceland and Greenland)00Program ServicesRESEARCH/STUDY ABROAD$3,411,750
Middle East and North Africa00Program ServicesRESEARCH/STUDY ABROAD$197,121
North America00Program ServicesRESEARCH/STUDY ABROAD$593,150
Russia and the Newly Independent States00Program ServicesRESEARCH/STUDY ABROAD$26,906
South America00Program ServicesRESEARCH/STUDY ABROAD$278,547
South Asia00Program ServicesRESEARCH/STUDY ABROAD$256,895
Sub-Saharan Africa00Program ServicesRESEARCH/STUDY ABROAD$452,450
East Asia and the Pacific00Grantmaking$670,109
Europe (Including Iceland and Greenland)00Grantmaking$549,940
Middle East and North Africa00Grantmaking$5,000
North America00Grantmaking$361,360
South America00Grantmaking$259,660
Sub-Saharan Africa00Grantmaking$1,633,363
Central America and the Caribbean00Investments$3,497,304,982
Europe (Including Iceland and Greenland)00Investments$278,404,650
Sub-Saharan Africa00Investments$150,271,734
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,785,501,332SubtotalSpentAmt
Continuation Spent$150,271,734ContinuationSpentAmt
Total Spent$3,935,773,066TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (48 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$154,903FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$8,194FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$70,742FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$64,526FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$19,986FMV
South AmericaSUBCONTRACT GRANT AWARD$15,500FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$142,923FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$24,944FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$8,500FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$13,509FMV
North AmericaSUBCONTRACT GRANT AWARD$151,498FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$19,392FMV
South AmericaSUBCONTRACT GRANT AWARD$88,847FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$7,539FMV
South AmericaSUBCONTRACT GRANT AWARD$137,026FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$11,574FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$29,284FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$8,291FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$148,390FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$16,652FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$26,832FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$13,062FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$286,971FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$57,358FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$30,285FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$346,166FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$90,515FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$16,056FMV
North AmericaSUBCONTRACT GRANT AWARD$10,644FMV
South AmericaSUBCONTRACT GRANT AWARD$18,286FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$39,862FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$21,996FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$12,541FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$10,555FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$88,991FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$41,729FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$56,576FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$11,357FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$77,132FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$659,943FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$55,844FMV
Europe (Including Iceland and Greenland)SUBCONTRACT GRANT AWARD$35,717FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$7,867FMV
East Asia and the PacificSUBCONTRACT GRANT AWARD$11,706FMV
North AmericaSUBCONTRACT GRANT AWARD$132,162FMV
North AmericaSUBCONTRACT GRANT AWARD$12,437FMV
Sub-Saharan AfricaSUBCONTRACT GRANT AWARD$100,000FMV
North AmericaSUBCONTRACT GRANT$54,618FMV
FieldValueIRS element (for citing)
Total501c3 Org48Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2BROWN UNIVERSITY'S OFFICE OF SPONSORED PROJECTS IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROCEDURES. THESE POLICIES AND PROCEDURES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S.
PART I, LINE 3, COLUMN FTHE ORGANIZATION REVIEWS ALL INTERNATIONAL TRAVEL EXPENSE REPORTS AND FOREIGN EXPENDITURES TO DETERMINE THE AMOUNTS REPORTED ON SCHEDULE F.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonRuffalo Noel Levitz LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15249 N Park Pl NEAddressLine1Txt
Address Line2Suite 1061AddressLine2Txt
CityCedar RapidsCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52402ZIPCd
FieldValueIRS element (for citing)
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$138,088GrossReceiptsAmt
Retained By Contractor$228,723RetainedByContractorAmt
Net To Organization-$90,635NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$138,088TotalGrossReceiptsAmt
Total Retained By Contractors$228,723TotalRetainedByContractorsAmt
Total Net To Organization-$90,635TotalNetToOrganizationAmt
All StatesAll StatesAllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BROWN BAER GOLFEvent1Nm
Gross Receipts Event1$55,128GrossReceiptsEvent1Amt
Charitable Contri Event1$29,335CharitableContriEvent1Amt
Gross Revenue Event1$25,793GrossRevenueEvent1Amt
Other Direct Expenses Event1$118,097OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Other Events$0GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$0CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$0OthDirectExpnssOtherEventsAmt
Gross Receipts Total$55,128GrossReceiptsTotalAmt
Charitable Contributions Tot$29,335CharitableContributionsTotAmt
Gross Revenue Total Events$25,793GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$118,097OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$118,097DirectExpenseSummaryEventsAmt
Net Income Summary-$92,304NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (235 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
21ST CENTURY PARTNERSHIP FOR STEM EDUCATION THE
375 E ELM ST STE 215CONSHOHOCKENPA19428261164919501(C)(3)$56,162FMVSUBCONTRACT GRANT
ADCARE EDUCATIONAL INSTITUTE INC
5 NORTHAMPTON STWORCESTERMA01605042418109501(C)(3)$96,601FMVSUBCONTRACT GRANT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVEBRONXNY10461830621846501(C)(3)$106,267FMVSUBCONTRACT GRANT
ALIANZA COACHELLA VALLEY
1515 6TH STREETCOACHELLACA92236841966709501(C)(3)$204,747FMVSUBCONTRACT GRANT
ALLIANCE FOR GLOBAL JUSTICE THE
225 EAST 26TH - SUITE 1TUCSONAZ85713522094677501(C)(3)$27,800FMVSUBCONTRACT GRANT
AMERICAN HEALTH CARE ASSOCIATION
1201 L ST NWWASHINGTONDC20005530260105501(C)(6)$1,698,978FMVSUBCONTRACT GRANT
AMERICAN UNIVERSITY- SPONSORS
4400 MASSACHUSETTS AVEWASHINGTONDC20016530196549501(C)(3)$146,497FMVSUBCONTRACT GRANT
AMOS HOUSE
460 PINE STREETPROVIDENCERI02907050387218501(C)(3)$147,023FMVSUBCONTRACT GRANT
AUTISM PROJECT THE
1516 ATWOOD AVENUEJOHNSTONRI02912050512037501(C)(3)$25,220FMVSUBCONTRACT GRANT
BETH ISRAEL DEACONESS MEDICAL CENTER - MASS SPECTR
3 BLACKFAN STBOSTONMA02115042103881501(C)(3)$196,341FMVSUBCONTRACT GRANT
BETH ISRAEL DEACONESS MEDICAL CENTER - RESEARCH FI
330 BROOKLINE AVEBOSTONMA02215042103881501(C)(3)$214,873FMVSUBCONTRACT GRANT
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN ON
432 N LAKE STMADISONWI53706371625460501(C)(1)$113,442FMVSUBCONTRACT GRANT
BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
506 S WRIGHT STREETURBANAIL61801376000511501(C)(3)$362,945FMVSUBCONTRACT GRANT
BOSTON COLLEGE- PROVOST OFFICE
140 COMMONWEALTH AVCHESTNUT HILLMA02467042103545501(C)(3)$15,803FMVSUBCONTRACT GRANT
BOSTON MEDICAL CENTER CORPORATION
88 EAST NEWTON STREETBOSTONMA02118043314093501(C)(3)$431,226FMVSUBCONTRACT GRANT
BRADLEY HOSPITAL - RESEARCH ADMINISTRATION
167 POINT STREETPROVIDENCERI02903050258806501(C)(3)$100,273FMVSUBCONTRACT GRANT
BRANDEIS UNIVERSITY - ATHLETICS DEPARTMENT
415 SOUTH STREET MS 110WALTHAMMA02453042103552501(C)(3)$8,780FMVSUBCONTRACT GRANT
BRANDEIS UNIVERSITY - SPONSORED PROGRAMS ACCOUNT
415 SOUTH STREET MS 126WALTHAMMA02453042103552501(C)(3)$52,971FMVSUBCONTRACT GRANT
BRIGHAM AND WOMEN'S HOSPITAL
RESEARCH FIN PO BOX 3887BOSTONMA02241042921338501(C)(3)$444,810FMVSUBCONTRACT GRANT
BROOKINGS INSTITUTION THE
1775 MASSACHUSETTS AVEWASHINGTONDC20036530196577501(C)(3)$98,730FMVSUBCONTRACT GRANT
BROOKS REHABILITATION CLINICAL RESEARCH CENTER
3901 UNIVERSITY BLVDJACKSONVILLEFL32216452094888501(C)(3)$67,217FMVSUBCONTRACT GRANT
BRYANT UNIVERSITY - OFFICE OF THE BURSAR
1150 DOUGLAS PIKESMITHFIELDRI02917050258810501(C)(3)$19,324FMVSUBCONTRACT GRANT
BUCK INSTITUTE RESEARCH FOR AGING THE
8001 REDWOOD BLVDNOVATOCA94945943030609501(C)(3)$22,924FMVSUBCONTRACT GRANT
BUTLER HOSPITAL - GENERAL ACCOUNTING
345 BLACKSTONE BLVDPROVIDENCERI02906050258812501(C)(3)$179,516FMVSUBCONTRACT GRANT
BUTLER HOSPITAL - GRANTS ADMINISTRATION
345 BLACKSTONE BLVDPROVIDENCERI02906050258812501(C)(3)$779,139FMVSUBCONTRACT GRANT
CAL POLY POMONA FOUNDATION INC
3801 WEST TEMPLE AVENUEPOMONACA91768952417645501(C)(3)$13,374FMVSUBCONTRACT GRANT
CALIFORNIA INSTITUTE OF TECHNOLOGY - MC 234-6
1200 E CA BLVD MC 234-6PASADENACA91125951643307501(C)(3)$478,555FMVSUBCONTRACT GRANT
CALIFORNIA STATE UNIVERSITY - EAST BAY FOUNDATION
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2195 HEARST AVEBERKELEYCA947201103943067788501(C)(3)$44,771FMVSUBCONTRACT GRANT
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144501(C)(3)$130,785FMVSUBCONTRACT GRANT
UNIVERSITY OF CALIFORNIA SAN DIEGO - MC 0009
9500 GILMAN DRIVELA JOLLACA92093956006144501(C)(3)$59,337FMVSUBCONTRACT GRANT
UNIVERSITY OF CALIFORNIA SANTA BARBARA
2433 SSMS BUILDINGSANTA BARBARACA93106956006145501(C)(3)$233,788FMVSUBCONTRACT GRANT
UNIVERSITY OF CENTRAL FLORIDA BOARD OF TRUSTEE TH
12201 RESEARCH PARKWAYORLANDOFL32826592924021501(C)(3)$99,320FMVSUBCONTRACT GRANT
UNIVERSITY OF CHICAGO THE
5801 S ELLIS AVECHICAGOIL60637362177139501(C)(3)$177,347FMVSUBCONTRACT GRANT
UNIVERSITY OF COLORADO BOULDER
1800 N GRANT STDENVERCO80203846000555501(C)(3)$81,700FMVSUBCONTRACT GRANT
UNIVERSITY OF CONNECTICUT - OFFICE FOR SPONSORED P
438 WHITNEY ROAD EXTSTORRSCT06269521725543501(C)(3)$874,706FMVSUBCONTRACT GRANT
UNIVERSITY OF DELAWARE - 116 STUDENT SERVICES BUIL
220 HULLIHEN HALLNEWARKDE19716516000297501(C)(3)$60,653FMVSUBCONTRACT GRANT
UNIVERSITY OF FLORIDA
219 GRINTER HALLGAINESVILLEFL32611596002052501(C)(3)$30,543FMVSUBCONTRACT GRANT
UNIVERSITY OF ILLINOIS AT CHICAGO
809 SOUTH MARSHFIELD AVECHICAGOIL60612376000511501(C)(3)$5,325FMVSUBCONTRACT GRANT
UNIVERSITY OF MARYLAND
8500 PAINT BRANCH DRCOLLEGE PARKMD20742521362793501(C)(3)$13,559FMVSUBCONTRACT GRANT
UNIVERSITY OF MASSACHUSETTS - CONTROLLERS OFFICE
100 MORRISSEY BLVDBOSTONMA02125043167352501(C)(3)$259,152FMVSUBCONTRACT GRANT
UNIVERSITY OF MASSACHUSETTS - LOWELL
600 SUFFOLK STLOWELLMA01854043167352501(C)(3)$18,085FMVSUBCONTRACT GRANT
UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL
55 LAKE AVENUE NORTHWORCESTERMA01655043167352501(C)(3)$61,298FMVSUBCONTRACT GRANT
UNIVERSITY OF MIAMI- OFFICE OF RESEARCH ADMINISTRA
PO BOX 248106CORAL GABLESFL33124590624458501(C)(3)$23,886FMVSUBCONTRACT GRANT
UNIVERSITY OF MINNESOTA - OFFICE OF SPONSORED PROJ
1300 SOUTH 2ND STREETMINNEAPOLISMN55454416007513501(C)(3)$83,115FMVSUBCONTRACT GRANT
UNIVERSITY OF MISSISSIPPI MEDICAL CENTER THE
2500 NORTH STATE STREETJACKSONMS39216646008520501(C)(3)$194,916FMVSUBCONTRACT GRANT
UNIVERSITY OF MISSISSIPPI THE
2500 NORTH STATE STREETJACKSONMS39216646008520501(C)(3)$65,057FMVSUBCONTRACT GRANT
UNIVERSITY OF MISSOURI-COLUMBIA AR
PO BOX 807012KANSAS CITYMO641807012436003859501(C)(3)$293,737FMVSUBCONTRACT GRANT
UNIVERSITY OF MONTANA - OSP
32 CAMPUS DRIVEMISSOULAMT59812816001713501(C)(3)$79,895FMVSUBCONTRACT GRANT
UNIVERSITY OF NEVADA LAS VEGAS
4505 SOUTH MARYLANDLAS VEGASNV89154886000024501(C)(3)$9,600FMVSUBCONTRACT GRANT
UNIVERSITY OF NEW HAMPSHIRE - SPONSORED PROGRAMS A
51 COLLEGE ROADDURHAMNH03824026000937501(C)(3)$105,947FMVSUBCONTRACT GRANT
UNIVERSITY OF NORTH CAROLINA - CHARLOTTE CASHIER'S
9201 UNIV CTY BLVDCHARLOTTENC282230001560791228501(C)(3)$111,640FMVSUBCONTRACT GRANT
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVECHAPEL HILLNC27599566001393501(C)(3)$647,460FMVSUBCONTRACT GRANT
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL - 104
104 AIRPORT DRIVECHAPEL HILLNC27599566001393501(C)(3)$129,741FMVSUBCONTRACT GRANT
UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191785541231352685501(C)(3)$151,039FMVSUBCONTRACT GRANT
UNIVERSITY OF PENNSYLVANIA - OFFICE OF RESEARCH SE
116 ATWOOD STREETPITTSBURGHPA15260250965591501(C)(3)$319,920FMVSUBCONTRACT GRANT
UNIVERSITY OF PITTSBURGH - OFFICE OF RESEARCHCOST
45 UPPER COLLEGE RDKINGSTONRI02881250965591501(C)(3)$994,642FMVSUBCONTRACT GRANT
UNIVERSITY OF RHODE ISLAND - OFFICE OF GRANTS AND
70 LOWER COLL RDKINGSTONRI02881056000522501(C)(3)$392,504FMVSUBCONTRACT GRANT
UNIVERSITY OF RHODE ISLAND - RESEARCH AND ECONOMIC
910 GENESEE STREETROCHESTERNY14611160743209501(C)(3)$988,526FMVSUBCONTRACT GRANT
UNIVERSITY OF ROCHESTER - ORACS
PO BOX 84900COLUMBIASC29208576001153501(C)(3)$1,055,841FMVSUBCONTRACT GRANT
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STCOLUMBIASC29208576001153501(C)(3)$10,039FMVSUBCONTRACT GRANT
UNIVERSITY OF SOUTHERN CALIFORNIA
635 DOWNEY WAYLOS ANGELESCA90089951642394501(C)(3)$12,529FMVSUBCONTRACT GRANT
UNIVERSITY OF TENNESSEE
1331 CIRCLE PARK DRIVEKNOXVILLETN37916626001636501(C)(3)$13,019FMVSUBCONTRACT GRANT
UNIVERSITY OF TEXAS AT AUSTIN - OFFICE OF SPONSORE
101 E 27TH STREET 5AUSTINTX78712746000203501(C)(3)$45,697FMVSUBCONTRACT GRANT
UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN A
7703 FLOYD CURL DRIVESAN ANTONIOTX78229741586031501(C)(3)$6,643FMVSUBCONTRACT GRANT
UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON T
301 UNIV BLVDGALVESTONTX77555746000949501(C)(3)$35,489FMVSUBCONTRACT GRANT
UNIVERSITY OF TOLEDO
2801 BANCROFT STREETTOLEDOOH43606346401483501(C)(3)$157,728FMVSUBCONTRACT GRANT
UNIVERSITY OF UTAH-GRANTS AND ACCOUNTING
332 S 1400 ESALT LAKE CITYUT84211876000525501(C)(3)$306,819FMVSUBCONTRACT GRANT
UNIVERSITY OF WASHINGTON - GRANT & CONTRACT ACCOUN
4300 ROOSEVELT WAY NESEATTLEWA98915916001537501(C)(3)$220,426FMVSUBCONTRACT GRANT
VANDERBILT UNIVERSITY MEDICAL CENTER
PO BOX 121236DALLASTX753121236352528741501(C)(3)$334,050FMVSUBCONTRACT GRANT
VETERANS HEALTH RESEARCH INSTITUTE OF CNY INC
800 IRVING AVENUESYRACUSENY13210161365231501(C)(3)$369,865FMVSUBCONTRACT GRANT
VIRGINIA COMMONWEALTH UNIVERSITY
800 EAST LEIGH STREETRICHMONDVA23219546001759501(C)(3)$107,278FMVSUBCONTRACT GRANT
WAKE FOREST UNIVERSITY
PO BOX 7201WINSTON SALEMNC27109560532138501(C)(3)$67,305FMVSUBCONTRACT GRANT
WAKE FOREST UNIVERSITY HEALTH SCIENCES
1834 WAKE FOREST RDWINSTON SALEMNC27109560532138501(C)(3)$38,097FMVSUBCONTRACT GRANT
WASHINGTON STATE UNIVERSITY
PO BOX 641025PULLMANWA99164916001108501(C)(3)$150,000FMVSUBCONTRACT GRANT
WAYNE STATE UNIVERSITY
5057 WOODWARD AVEDETROITMI48202386028429501(C)(3)$20,614FMVSUBCONTRACT GRANT
WEILL CORNELL MEDICAL COLLEGE
575 LEXINGTON AVENUENEW YORKNY10022131623978501(C)(3)$393,966FMVSUBCONTRACT GRANT
WELLESLEY COLLEGE - CONTROLLER'S OFFICE
106 CENTRAL STREETWELLESLEYMA02481042103637501(C)(3)$148,008FMVSUBCONTRACT GRANT
WESTAT INC
1600 RESEARCH BOULEVARDROCKVILLEMD20850840529566$21,309FMVSUBCONTRACT GRANT
WHITMAN-WALKER INSTITUTE INC
1377 R ST NW STE 200WASHINGTONDC20009521122122501(C)(3)$115,567FMVSUBCONTRACT GRANT
WOMEN AND INFANTS HOSPITAL OF RHODE ISLAND
101 DUDLEY STREETPROVIDENCERI029052499050258937501(C)(3)$461,850FMVSUBCONTRACT GRANT
YALE UNIVERSITY - 25 SCIENCE PARK
PO BOX 208239NEW HAVENCT06520060646973501(C)(3)$468,307FMVSUBCONTRACT GRANT
YALE UNIVERSITY - GRANTS AND CONTRACT FINANCIAL AD
PO BOX 1873NEW HAVENCT065081873060646973501(C)(3)$653,390FMVSUBCONTRACT GRANT
FieldValueIRS element (for citing)
Total501c3 Org220Total501c3OrgCnt
Total Other Org15TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
UNDERGRADUATE SCHOLARSHIPS/FELLOWSHIPS/STIPENDS3465$211,744,835
GRADUATE SCHOLARSHIPS/FELLOWSHIPS/STIPENDS2800$225,382,986
MEDICAL SCHOOL SCHOLARSHIPS/FELLOWSHIPS/STIPENDS310$13,775,539

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationGRANT FUNDS ARE MANAGED IN ACCORDANCE WITH BOTH THE SPONSOR AND UNIVERSITY RULES AND REGULATIONS. EXPENDITURES ARE REVIEWED ON A PRE AND POST AUDIT BASIS TO ENSURE THAT THE COSTS INCURRED AND CHARGED TO A PARTICULAR GRANT IN COMPLIANCE WITH BOTH THE SPONSOR AND UNIVERSITY POLICIES. SCHEDULE I, PART III THE CASH GRANTS ARE REFLECTED ON STUDENTS' ACCOUNTS.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JANE DIETZE
VP & CHIEF INVESTMENT OFFICER$785,295$0$1,894,000$0$1,024,582$0$284,500$0$55,494$0$4,043,871$0$100,000$0
CHRISTINA PAXSON
PRESIDENT/FELLOW$1,330,165$0$0$0$103,000$0$384,500$0$136,119$0$1,953,784$0$0$0
MUKESH JAIN
DEAN OF BIO & MED$1,011,391$0$0$0$70,500$0$27,600$0$29,931$0$1,139,422$0$0$0
SERGIO GONZALEZ
SVP FOR ADVANCEMENT$763,014$0$84,392$0$122,403$0$27,600$0$31,645$0$1,029,054$0$0$0
FRANCIS J DOYLE
PROVOST$835,919$0$0$0$51,505$0$27,600$0$164,440$0$1,079,464$0$0$0
SARAH LATHAM
EVP FIN & ADMIN$818,711$0$0$0$46,000$0$27,600$0$10,568$0$902,879$0$0$0
MICHAEL WHITE
VP FIN & ADMIN SVCS & CFO$471,822$0$0$0$53,500$0$27,600$0$40,767$0$593,689$0$0$0
LEAH VANWEY
DEAN OF THE FACULTY$371,357$0$0$0$20,700$0$29,553$0$45,299$0$466,909$0$0$0
MICHAEL GUGLIELMO JR
VP FOR FACILITIES & CAMPUS OPS$336,357$0$0$0$34,500$0$41,400$0$31,736$0$443,993$0$0$0
GREG HIRTH
VP RESEARCH$199,445$0$0$0$19,203$0$23,007$0$28,834$0$270,489$0$0$0
RUSSELL CAREY
FORMER INTERIM EVP FIN$496,638$0$0$0$35,100$0$41,400$0$45,613$0$618,751$0$0$0
JACK ELIAS
FORMER SVP HEALTH AFFAIRS$405,303$0$0$0$27,155$0$34,500$0$22,296$0$489,254$0$0$0
KEVIN MCLAUGHLIN
FORMER DEAN OF FACULTY$322,156$0$0$0$34,946$0$41,400$0$28,787$0$427,289$0$0$0
JILL PIPHER
VP FOR RESEARCH (UNTIL 06/24)$331,857$0$0$0$35,070$0$41,400$0$1,147$0$409,474$0$0$0
LAWRENCE E LARSON
FORMER INTERIM PROVOST$285,681$0$0$0$40,148$0$33,457$0$23,276$0$382,562$0$0$0
JOSHUA T KENNEDY
MANAGING DIRECTOR$505,956$0$825,000$0$148,753$0$135,933$0$41,579$0$1,657,221$0$33,333$0
PETER LEVINE
MANAGING DIRECTOR$438,410$0$800,000$0$149,180$0$119,267$0$47,684$0$1,554,541$0$33,333$0
GRACE CALHOUN
VP FOR ATHLETICS & RECREATION$654,803$0$174,915$0$570,967$0$44,267$0$112,152$0$1,557,104$0$200,000$0
ERICA NOURJIAN
HEAD OF OPERATIONS-INVESTMENTS$438,914$0$500,000$0$127,600$0$110,933$0$30,266$0$1,207,713$0$33,333$0
GARY PADULA
MANAGING DIRECTOR$311,125$0$500,000$0$77,501$0$68,617$0$29,140$0$986,383$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1ARESIDENCE FOR PERSONAL USE WAS PROVIDED TO THE FOLLOWING INDIVIDUALS: PRESIDENT - AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER, THE PRESIDENT IS REQUIRED TO LIVE IN UNIVERSITY HOUSING. THEREFORE, NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. THE PRESIDENT'S HOUSEHOLD SERVICES ASSISTANT PROVIDES SOME PERSONAL SERVICES FOR THE PRESIDENT. THE PRESIDENT REIMBURSES THE UNIVERSITY BY CHECK FOR THESE SERVICES. PROVOST - AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER, THE PROVOST IS REQUIRED TO LIVE IN UNIVERSITY HOUSING. THEREFORE, NONE OF THE BENEFIT WAS TREATED AS TAXABLE COMPENSATION. ONE HIGHLY COMPENSATED EMPLOYEE RECEIVED A GROSS-UP PAYMENT IN 2024, WHICH ARE REPORTED AS TAXABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). ONE HIGHLY COMPENSATED EMPLOYEE RECEIVES AN ALLOWANCE FOR SOCIAL CLUB DUES, WHICH IS REPORTED AS TAXABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (B)(III). THE UNIVERSITY PAYS FOR SOCIAL CLUB DUES ON BEHALF OF TWO KEY EMPLOYEES AND ONE HIGHLY COMPENSATED EMPLOYEE TO CONDUCT UNIVERSITY BUSINESS. THIS IS NOT CONSIDERED TAXABLE INCOME. ONE OFFICER AND ONE KEY EMPLOYEE TRAVELED FIRST CLASS FOR BUSINESS. THE REIMBURSEMENTS OF THIS BUSINESS TRAVEL EXPENSE ARE CONSIDERED NON-TAXABLE. ONE HIGHLY COMPENSATED EMPLOYEE TRAVELED VIA A CHARTER FLIGHT FOR BUSINESS. THE REIMBURSEMENT OF THIS BUSINESS TRAVEL EXPENSES IS CONSIDERED NON-TAXABLE. SCHEDULE J, PART I, LINE 1B IN LIEU OF A STANDARDIZED WRITTEN POLICY, SENIOR OFFICERS WERE ISSUED AN ADDENDUM TO THEIR COMPENSATION LETTER APPROVED BY THE CHANCELLOR, OUTLINING THE TREATMENT OF THE HOUSING ITEM LISTED IN PART I, LINE IA.
SCHEDULE J, PART I, LINE 4BTERMS & CONDITIONS OF SUPPLEMENTAL RETIREMENT PLAN AND PAYMENT IN CALENDAR YEAR 2024: EFFECTIVE JULY 24, 2024, THE UNIVERSITY MADE AN ADDENDUM, THE THIRD ADDENDUM, TO THE PRESIDENT'S DEFERRED COMPENSATION AGREEMENT. UNDER THE PLAN THE ORGANIZATION DEPOSITS CERTAIN AMOUNTS TO THE PRESIDENT'S DEFERRED COMPENSATION ACCOUNT EACH JUNE 20TH THROUGH JUNE 30, 2025. SUCH AMOUNTS VEST OVER THE COURSE OF THE AGREEMENT SO LONG AS THE PRESIDENT REMAINS CONTINUOUSLY EMPLOYED BY THE UNIVERSITY THROUGH EACH VESTED DATE. NO AMOUNTS VESTED UNDER THIS PLAN IN 2024. EFFECTIVE JAN. 1, 2020, JANE DIETZE PARTICIPATES IN A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE ARRANGEMENT, $2 MILLION WILL ACCRUE A RETURN EQUIVALENT TO THE ENDOWMENT RETURN. 20% OF THE ORIGINAL BALANCE PLUS EARNINGS WILL VEST EACH YEAR ON JANUARY 1 PROVIDED SHE REMAINS EMPLOYED BY THE UNIVERSITY ON SUCH DATES. $644,074 VESTED ON JANUARY 1, 2024 AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III). EFFECTIVE MARCH 18, 2021, GRACE CALHOUN PARTICIPATES IN A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE ARRANGEMENT, SHE WILL RECEIVE $100,000 PER YEAR, PAYABLE EVERY 3 YEARS OR UPON EXPIRATION OF THE AGREEMENT. IN 2024, $300,000 VESTED UNDER THIS PLAN AND IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III). CERTAIN INVESTMENT OFFICE PROFESSIONALS PARTICIPATE IN A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE ARRANGEMENT, INDIVIDUALS ARE AWARDED AN ANNUAL AMOUNT SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. AMOUNTS AWARDED UNDER THE PLAN VEST AND ARE PAID AFTER THREE YEARS. THE AMOUNT PAID MAY BE ADJUSTED BASED ON ENDOWMENT PERFORMANCE. IN 2024, THE FOLLOWING AMOUNTS WERE PAID OUT UNDER THE PLAN: JANE DIETZE - $327,008 JOSHUA KENNEDY - $109,003 PETER LEVINE - $109,003 ERICA NOURJIAN - $100,000 GARY PADULA - $54,501 SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OFFERS INCENTIVE COMPENSATION TO SENIOR PROFESSIONALS IN THE INVESTMENT OFFICE BASED UPON THE UNIVERSITY'S INVESTMENT PERFORMANCE AND OTHER QUALITATIVE FACTORS. THE UNIVERSITY ALSO MAKES NON-FIXED PAYMENTS TO CERTAIN EMPLOYEES FROM TIME TO TIME, BASED ON PERFORMANCE DURING THE YEAR.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
RI H&E CORP SERIES 2025CP
A52130017376219SDM42025-04-10$43,794,000CP PROGRAM (SEE PART VI)falsefalsefalse
RI H&E CORP SERIES 2024
B521300173762197V322024-12-19$54,719,355BUILDING ACQUISITIONfalsefalsefalse
RI H&E CORP - SERIES 2023
C521300173762197S282023-07-27$111,014,802REFUND SERIES 2013 (12/4/2013)falsefalsefalse
RI H&E CORP SERIES 2022
D521300173762197J692022-07-27$100,739,440FINANCE CAPITAL PROJECTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndSubstantial CompletionSubstantialCompletionYr
A$0$0$43,794,000$0$0$0$201,000$0$0$43,593,000$0$0falsefalsefalseYes (true)
B$0$0$54,719,355$0$0$0$369,355$0$0$54,350,000$0$0falsefalseYes (true)Yes (true)2024
C$3,975,000$0$111,014,802$0$0$0$551,443$0$0$0$110,463,359$0Yes (true)falseYes (true)Yes (true)2023
D$1,810,000$0$104,215,513$0$0$0$739,440$0$0$103,476,073$0$0falsefalseYes (true)Yes (true)2024

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
CfalseYes (true)Yes (true)Yes (true)0.004700.000000.00470falsefalse0.00000falseYes (true)Yes (true)Yes (true)
DfalsefalseYes (true)false0.000000.000000.00000falsefalse0.00000falseYes (true)Yes (true)false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalse0falseYes (true)false
0
CfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGENERAL NOTE ALL BONDS:FormAndLineReferenceDesc
ExplanationTHE FULL ISSUER NAME IS RHODE ISLAND HEALTH AND EDUCATIONAL BUILDING CORPORATION. GENERAL NOTE, BOND A: THE SERIES 2025CP IS A COMMERCIAL PAPER PROGRAM ENTERED INTO IN APRIL 2025. THE UNIVERSITY HAS THE ABILITY TO ISSUE UP TO 200,000,000. IN COMMERCIAL PAPER UNDER THE PROGRAM, WHICH IS THE AMOUNT SHOWN ON THE CORRESPONDING FORM 8038, BUT AS OF 6/30/2025 ONLY 43,974,000 HAS BEEN ISSUED. PART II, LINE 3, COLUMN D: THE TOTAL PROCEEDS OF THE ISSUE EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
RI H&E CORP SERIES 2019
A521300173762197A762019-07-18$71,055,670REFUND SERIES 2009 (10/1/09)falsefalsefalse
RI H&E CORP SERIES 2017
B521300173762197VG32017-07-19$160,656,503CAP. PROJECTS-REFUND 2007(6/27/07)falsefalsefalse
RI H&E CORP SERIES 2015
C5213001730000000002015-10-21$45,000,000CAP. PROJECTS/ REFUND CP (7/19/12)falsefalsefalse
RI H&E CORP SERIES 2005A
D521300173762243MY62005-10-04$85,500,000FINANCE CAPITAL PROJECTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$71,055,670$0$0$0$260,670$0$0$0$70,795,000$02020Yes (true)falseYes (true)Yes (true)
B$5,340,000$0$162,597,992$0$0$0$707,932$0$0$76,941,489$84,948,571$02020Yes (true)falseYes (true)Yes (true)
C$11,835,000$0$45,016,964$0$0$0$140,000$0$0$13,406,964$31,470,000$02018Yes (true)falseYes (true)Yes (true)
D$0$0$87,604,981$0$0$0$526,642$0$0$86,538,339$0$02006falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.001500.000000.00150falsefalse0.00000falseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)0.004000.000000.00400falsefalse0.00000falseYes (true)
CfalsefalsefalsefalseYes (true)Yes (true)0.000800.000000.00080falsefalse0.00000falseYes (true)
DfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.001200.000000.00120falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalseYes (true)falsefalsefalsefalse0falseYes (true)
GOLDMAN SACHS
DfalsefalseYes (true)falseYes (true)Yes (true)false0falseYes (true)29.6falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGENERAL NOTE ALL BONDS:FormAndLineReferenceDesc
ExplanationTHE FULL ISSUER NAME IS RHODE ISLAND HEALTH AND EDUCATIONAL BUILDING CORPORATION. PART II, LINE 3, COLUMNS B,C,&D: THE TOTAL PROCEEDS OF THE ISSUE EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND. PART IV, COLUMN B, LINE 2C: (SERIES 2017) A REBATE CALCULATION WAS COMPLETED ON 7/25/2022 WITH NO REBATE LIABILITY BEING DUE.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1RI H&E CORP SERIES 2003A & 2003BBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN521300173BondIssuerEIN
CUSIP762243CA9CUSIPNum
Bond Issued2003-11-13BondIssuedDt
Issue Price$91,425,000IssuePriceAmt
PurposeFINANCE CAPITAL PROJECTSPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$54,780,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$91,928,050TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$590,401IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$91,337,469CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2005SubstantialCompletionYr
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0.00230PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00230TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0.00000ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1JP MORGANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge35.3TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGENERAL NOTE ALL BONDS:FormAndLineReferenceDesc
ExplanationTHE FULL ISSUER NAME IS RHODE ISLAND HEALTH AND EDUCATIONAL BUILDING CORPORATION. PART II, LINE 3, BOND A: THE TOTAL PROCEEDS OF THE ISSUE EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonMUKESH JAINPersonNm
Relationship With OrgKEY EMPLOYEERelationshipWithOrgTxt
Loan PurposePERSONALLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$200,000OriginalPrincipalAmt
Balance Due$80,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$80,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonARTHUR GABINETPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAMILY MEMBER OF OFFICERRelationshipDescriptionTxt
Transaction$116,656TransactionAmt
TransactionSEASONAL EMPLOYMENTTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution516ContributionCnt
Noncash Contributions Rpt F990$47,388,351NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,304,699NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescEVENT EXPENSESDesc
Contribution6ContributionCnt
Noncash Contributions Rpt F990$749,010NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN (B)THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED DURING THE YEAR.
SCHEDULE M, PART I, LINE 33NO REVENUE WAS REPORTED ON FORM 990, PART VIII, LINE 1G BECAUSE THE UNIVERSITY'S COLLECTIONS (WHICH INCLUDE WORKS OF ART, HISTORICAL TREASURES AND ARTIFACTS) ARE NOT RECOGNIZED AS ASSETS IN THE FINANCIAL STATEMENTS OF THE UNIVERSITY. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR EDUCATION AND RESEARCH PURPOSES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
MISSION STATEMENTTO SERVE THE COMMUNITY, THE NATION, AND THE WORLD BY DISCOVERING, COMMUNICATING, AND PRESERVING KNOWLEDGE AND UNDERSTANDING IN A SPIRIT OF FREE INQUIRY, AND BY EDUCATING AND PREPARING STUDENTS TO DISCHARGE THE OFFICES OF LIFE WITH USEFULNESS AND REPUTATION. BROWN ACCOMPLISHES THIS THROUGH A PARTNERSHIP OF STUDENTS & TEACHERS IN A UNIFIED COMMUNITY CALLED A UNIVERSITY COLLEGE.
FORM 990, PART V, LINE 4BFOREIGN ACCOUNTS THE ORGANIZATION HAS AN INTEREST IN OR A SIGNATURE OR OTHER AUTHORITY OVER A FINANCIAL ACCOUNT IN THE FOLLOWING FOREIGN COUNTRIES: 1) ITALY 2) FRANCE
FORM 990, PART VI, SECTION A, LINE 1THE ADVISORY & EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT (CHAIR), THE CHANCELLOR, THE VICE CHANCELLOR, THE SECRETARY, AND THE TREASURER, ALL EX OFFICIO, AND AT LEAST NINE ADDITIONAL MEMBERS OF THE CORPORATION OF WHOM AT LEAST TWO SHALL BE FELLOWS AND THREE TRUSTEES. THE CHAIRS OF THE COMMITTEES ON ACADEMIC AFFAIRS, BUDGET & FINANCE, CAMPUS LIFE, ADVANCEMENT, FACILITIES & CAMPUS PLANNING, AUDIT, MEDICAL SCHOOL AND INVESTMENT SHALL ALWAYS BE AMONG THE MEMBERS OF THE ADVISORY & EXECUTIVE COMMITTEE. THREE FELLOWS AND FOUR TRUSTEES SHALL CONSTITUTE A QUORUM. THE COMMITTEE MAY TRANSACT ANY BUSINESS OF THE CORPORATION EXCEPT THE LOCATION OF BUILDINGS AND THE ELECTION OF TRUSTEES, FELLOWS, AND THE PRESIDENT. IN ADDITION TO THE POWERS OF THE MINOR QUORUM, THE COMMITTEE, BY ACTION OF THE CORPORATION, IS AUTHORIZED TO APPOINT PROFESSORS. THE ACTS OF THE ADVISORY & EXECUTIVE COMMITTEE SHALL BE VALID UNTIL THE NEXT MEETING OF THE CORPORATION, AND NO LONGER UNLESS APPROVED BY THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 2MARIA ZUBER, MARCIA DUNN AND BRIAN MOYNIHAN HAVE A BUSINESS RELATIONSHIP AS THEY SIT ON THE BOARD OF ANOTHER ORGANIZATION. MARIA ZUBER AND MARCIA DUNN HAVE A BUSINESS RELATIONSHIP AS THEY SIT ON THE BOARD OF ANOTHER ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11THE RETURN IS PREPARED BY THE UNIVERSITY'S TAX CONSULTANTS AND REVIEWED BY THE CONTROLLER'S OFFICE. A DRAFT VERSION OF THE FORM 990 IS PROVIDED TO THE CONTROLLER, VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, EXECUTIVE VICE PRESIDENT FOR FINANCE & ADMINISTRATION, AND THE COMMITTEE ON RISK AND AUDIT FOR REVIEW. CHANGES/COMMENTS ARE SUBMITTED TO MANAGEMENT AND ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL REVIEW AND SIGNING OF THE TAX RETURN BY THE UNIVERSITY'S INDEPENDENT AUDITORS/TAX CONSULTANTS. THE FINAL TAX RETURN IS PROVIDED TO THE BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBROWN UNIVERSITY REQUIRES THAT ALL MEMBERS OF THE BROWN UNIVERSITY COMMUNITY ADHERE TO THE UNIVERSITY'S CONFLICT OF INTEREST AND COMMITMENT POLICY (COICP). UNIVERSITY COMMUNITY MEMBERS MUST DISCLOSE POTENTIAL, ACTUAL, OR PERCEIVED CONFLICTS TO THE APPROPRIATE UNIVERSITY REPRESENTATIVE. THE UNIVERSITY REPRESENTATIVE MUST ENSURE THAT THE CONFLICTS ARE REPORTED AND RESOLVED ACCORDING TO THE PROCESS DEFINED IN THE RELEVANT REPORTING AND REVIEW PROCESS. CERTAIN MEMBERS OF THE BROWN COMMUNITY, INCLUDING ALL CORPORATION MEMBERS, AND ALL MEMBERS OF THE CORPORATION'S STANDING COMMITTEES; AND ALL ACADEMIC APPOINTEES, AND STAFF (AS DEFINED IN THE COICP POLICY), ARE REQUIRED TO SUBMIT ANNUAL DISCLOSURE FORMS AND UPDATE THESE FORMS AS CONFLICTS OR POTENTIAL CONFLICTS ARE IDENTIFIED, AS APPLICABLE, TO THE APPROPRIATE UNIVERSITY REPRESENTATIVE IN ACCORDANCE WITH INTERNAL REPORTING TIMEFRAMES AND PROCEDURES. UNIVERSITY REPRESENTATIVES HAVE THE AUTHORITY TO AND ARE RESPONSIBLE FOR: -CONDUCTING CONFLICT OF INTEREST AND COMMITMENT REVIEWS IN ACCORDANCE WITH ALL APPLICABLE POLICIES AND GUIDELINES. -ENSURING MANAGEMENT PLANS ARE ESTABLISHED AND DOCUMENTED FOR THOSE REPORTED CONDITIONS/SITUATIONS THAT REASONABLY APPEAR TO CREATE CONFLICTS OF INTEREST OR COMMITMENT. -PROVIDING APPROPRIATE OVERSIGHT OF IDENTIFIED CONFLICTS OF INTEREST OR COMMITMENT AND ASSOCIATED MANAGEMENT PLANS WITH OTHER UNIVERSITY OFFICIALS AND OFFICES AS CIRCUMSTANCES REQUIRE, TO ENSURE EACH POTENTIAL OR ACTUAL CONFLICT IS EVALUATED, RESOLVED, OR MANAGED. IF A COMMUNITY MEMBER FAILS TO COMPLY WITH THE COICP AND RELATED POLICIES, THAT INDIVIDUAL IS SUBJECT TO DISCIPLINARY ACTION, UP TO AND INCLUDING SUSPENSION WITHOUT PAY, OR TERMINATION OF EMPLOYMENT OR ASSOCIATION WITH THE UNIVERSITY, IN ACCORDANCE WITH APPLICABLE (E.G., STAFF, FACULTY, STUDENT) DISCIPLINARY PROCEDURES. THE UNIVERSITY'S INVESTMENT OFFICE ALSO HAS STRICT INVESTMENT POLICIES INTENDED TO MAINTAIN THE HIGHEST ETHICAL AND LEGAL STANDARDS AND AVOID CONFLICTS. ALL MEMBERS OF THE CORPORATION, INCLUDING THE PRESIDENT, DISCLOSE INFORMATION ANNUALLY RELATED TO CONFLICT OF INTEREST AND COMMITMENT. IF THERE IS CONSIDERATION TO HIRE A FIRM THAT COULD POTENTIALLY PRESENT A CONFLICT, THE INVESTMENT OFFICE SEEKS THE ADVICE AND CONSENT OF THE CORPORATION OFFICE AND GENERAL COUNSEL. ALL MEMBERS OF THE INVESTMENT COMMITTEE MUST RECUSE THEMSELVES AND REFRAIN FROM PARTICIPATION IN CONSIDERATION OF ANY INVESTMENT IN WHICH THEY HAVE AN INTEREST.
FORM 990, PART VI, SECTION B, LINE 15THE AUTHORITY TO ESTABLISH AND ADJUST COMPENSATION FOR THE PRESIDENT AND SENIOR STAFF RESTS WITH THE CORPORATION COMMITTEE ON SENIOR ADMINISTRATION. SENIOR STAFF INCLUDES OFFICERS REPORTING TO THE PRESIDENT, THE DEANS AND VICE PRESIDENTS OR THEIR EQUIVALENTS WHO REPORT TO THE PROVOST AND/OR THE EXECUTIVE VICE PRESIDENT FOR FINANCE & ADMINISTRATION, ANY OTHER UNIVERSITY EMPLOYEE WHOSE ANNUAL COMPENSATION IS IN EXCESS OF $250,000, AND OTHERS WHOSE RESPONSIBILITIES MIGHT BE DETERMINED TO REFLECT SIGNIFICANT INFLUENCE OVER THE AFFAIRS OF THE UNIVERSITY. THE COMMITTEE CONDUCTS THEIR REVIEW ANNUALLY AND, AS PART OF THEIR REVIEW PROCESS, USES DATA AND INFORMATION FROM SURVEYS REFLECTING INDUSTRY STANDARDS FOR COMPENSATION, BENEFITS, AND PREREQUISITES OF SENIOR OFFICERS EITHER AT INSTITUTIONS OF HIGHER EDUCATION OR AT COMPARABLE ENTITIES. DOCUMENTATION OF THIS REVIEW, AS WELL AS ANY DECISIONS MADE, ARE PREPARED BEFORE THE NEXT MEETING OF THE COMMITTEE ON SENIOR ADMINISTRATION, OR 60 DAYS AFTER THE FINAL ACTIONS OF THE COMMITTEE TO SET SALARIES, WHICHEVER IS LATER. THE COMMITTEE FORMALLY APPROVES THE DOCUMENTATION WITHIN A REASONABLE TIME AFTER IT IS PREPARED.
FORM 990, PART VI, SECTION C, LINE 19THE UNIVERSITY'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES, AND GOVERNING DOCUMENTS (CHARTER AND STATUTES) ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON OUR WEBSITE.
FORM 990, PART XI, LINE 9ACTUARIAL GAIN/LOSS SPLIT INTEREST: $1,486,490 CHANGE IN DEFINED BENEFIT PLAN LIABILITY: $6,405,208 CHANGE IN ASSET RETIREMENT OBLIGATION: $(689,743) CHANGE IN INTEREST RATE SWAP LIABILITY: $578,006 TOTAL: $7,779,961
FORM 990, PART XII, LINE 2BBROWN UNIVERSITY'S FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE JOHN NICHOLAS BROWN CENTER FOR THE STUDY OF AMERICAN CIVILIZATION AND BROWN FACULTY CLUB. ALL OF WHICH ARE SEPARATE ENTITIES THAT ARE CONSOLIDATED IN THE FINANCIAL STATEMENTS. BROWN UNIVERSITY AND THESE CONSOLIDATED ENTITIES ARE COLLECTIVELY REFERRED TO HEREIN AS THE UNIVERSITY. ALL SIGNIFICANT INTER-ENTITY TRANSACTIONS AND BALANCES HAVE BEEN ELIMINATED IN CONSOLIDATION.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BLH Mortgage Purchaser LLC
1 CITIZENS PL 4TH FL STE 410PROVIDENCERI02903473262127InvestmentsDE$0$0BROWN
BLH MORTGAGE HOLDINGS LLC
1 CITIZENS PL 4TH FL STE 410PROVIDENCERI02903473252442INVESTMENTSDE$0$0BROWN
CAMBER BASE LLC
1 CITIZENS PL 4TH FL STE 410PROVIDENCERI02903881615906INVESTMENTSDE$0$0BROWN
RIVER HOUSE HOLDINGS I LLC
BOX JPROVIDENCERI02912871616833REAL ESTATERI$3,882,747$69,520,122BROWN

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BROWN UNIVERSITY RESEARCH FOUNDATION
CONTROLLERS OFFICE BOX JPROVIDENCERI02912050390989SUPPORT BROWNRI501(c)(3)12A, IBROWNYes (true)
JOHN NICHOLAS BROWN CENTER
CONTROLLERS OFFICE BOX JPROVIDENCERI02912222506553SUPPORT BROWNRI501(c)(3)12A, IBROWNYes (true)
BROWN FACULTY CLUB
CONTROLLERS OFFICE BOX JPROVIDENCERI02912510192393Support BrownRI501(c)(7)n/aBROWNYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
TS TRANSPORT I
228 PARK AVENUE SOUTHNEW YORKNY10017473646646INVESTMENTSNYBROWN UNIVERSITUNRELATED$3,299,172-$269,271false$2,124,528false0.86142
EVERGREEN INCOME TRUST LLC
119 SANDUNE COURT GENERAL DELIVERYSAGAPONACKNY11962843978720INVESTMENTSNYBROWN UNIVERSITEXCLUDED$194,516-$555,610false$0false0.69149
JAMESON AT WOOD QUAY LLC
45 RESEARCH WAY SUITE 100EAST SETAUKETNY11733830920121INVESTMENTSNYBROWN UNIVERSITEXCLUDED-$1,779,859$71,430,690false$0false0.92989
HS INVESTMENTS IV M LP
INVESTMENTSBROWN UNIVERSITEXCLUDED-$332$5,005,155false$0false0.52632PO BOX 656 EAST WING TRAFALGARST PETERSTGKGY1 3PPGK
REGENT OPPORTUNITY FUND V BLOCKER II LLC
12100 WILSHIRE BLVD STE 1750LOS ANGELESCA90025863008784INVESTMENTSCABROWN UNIVERSITEXCLUDED$0$10,239,519false$0false1.00000
ROF V DTSD BLOCKER LLC
12100 WILSHIRE BLVD STE 1750LOS ANGELESCA90025871170043INVESTMENTSCABROWN UNIVERSITEXCLUDED$0$5,896,858false$0false0.96000
STRIPES IV PEACHTREE LP
40 10TH AVE 5TH FLOORNEW YORKNY10014871893691INVESTMENTSNYBROWN UNIVERSITEXCLUDED$0$8,563,278false$0false1.00000
WELLINGTON TRUST CO - SUSTAINABLE COMM
280 CONGRESS STREETBOSTONMA02210882060382INVESTMENTSMABROWN UNIVERSITEXCLUDED$1,055,582$36,579,066false$0false0.70656
DUNBAR SETANTA GP LLC
12 MOUNTAIN WOOD DRGREENWICHCT06830993444190INVESTMENTSCTBROWN UNIVERSITUNRELATED$499,698$17,922,368false$399,125false0.75000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
CHARITABLE GIFT ANNUITY FUND (2)
SUPPORTMANATRUST
CHARITABLE REMAINDER ANNUITY TRUST (6)
SUPPORTMANATRUST
CHARITABLE REMAINDER UNITRUST (70)
SUPPORTMANATRUST
POOLED INCOME (3)
SUPPORTMANATRUST
BROWN CAYMAN I
INVESTMENTSBROWNC CORP121 South Main St 9th FlPROVIDENCERI02903981182767CJ-$45,592,883$379,657,5621.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TS TRANSPORT I
B$39,022FMV
HS INVESTMENTS IV M LP
B$8,589FMV
ROF V DTSD BLOCKER LLC
B$272,727FMV
STRIPES IV PEACHTREE LP
B$50,000FMV
WELLINGTON TRUST CO - SUSTAINABLE COMM PORT
B$6,600,371FMV
WELLINGTON TRUST CO - SUSTAINABLE COMM PORT
S$1,840,427FMV
DUNBAR SETANTA GP LLC
B$10,435,157FMV
DUNBAR SETANTA GP LLC
S$1,670,032FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 1N & 1OFormAndLineReferenceDesc
ExplanationFOR BROWN UNIVERSITY RESEARCH FOUNDATION, JOHN NICHOLAS BROWN CENTER, AND THE BROWN FACULTY CLUB - THE EXPENSES FOR THESE RELATED ORGANIZATIONS ARE PAID DIRECTLY BY BROWN UNIVERSITY. THERE IS NO REIMBURSEMENT PAID BY ANY OF THESE RELATED ORGANIZATIONS TO BROWN UNIVERSITY.ExplanationTxt