WILLAMETTE UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: WILLAMETTE UNIVERSITY (EIN 93-0386972)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-03-13
IRS object ID: 202530729349301473
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-13T14:30:21-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	910189318	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	805 SW BROADWAY STE 1400	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97205	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	930386972	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	WILL	BusinessNameControlTxt
Phone	5033706710	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	900 STATE STREET	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANNE GALLAGHER	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	5033706710	PhoneNum
Signature	2025-03-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDY CAMPOS	PreparerPersonNm
PTIN	P00448102	PTIN
Phone	5032421447	PhoneNum
Preparation	2025-03-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	900 STATE STREET	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97301	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$199,340,831	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WILLAMETTE.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1842	FormationYr
Legal Domicile State	OR	LegalDomicileStateCd
Activity Or Mission	THROUGH NATIONALLY DISTINCTIVE PROGRAMS CONNECTING LIBERAL EDUCATION TO PROFESSIONAL PRACTICE, WILLAMETTE UNIVERSITY PREPARES GRADUATES TO TURN KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION, AND MEANING.	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	2071	TotalEmployeeCnt
Total Volunteers	463	TotalVolunteersCnt
Total Gross UBI	$351,066	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$69,414	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$15,414,203	PYContributionsGrantsAmt
CY Contributions Grants	$17,071,748	CYContributionsGrantsAmt
PY Program Service Revenue	$120,183,646	PYProgramServiceRevenueAmt
CY Program Service Revenue	$142,030,180	CYProgramServiceRevenueAmt
PY Investment Income	$407,937	PYInvestmentIncomeAmt
CY Investment Income	$1,701,162	CYInvestmentIncomeAmt
PY Other Revenue	$1,746,456	PYOtherRevenueAmt
CY Other Revenue	$2,462,272	CYOtherRevenueAmt
PY Total Revenue	$137,752,242	PYTotalRevenueAmt
CY Total Revenue	$163,265,362	CYTotalRevenueAmt
PY Grants And Similar Paid	$57,722,938	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$72,237,253	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$66,784,819	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$70,425,990	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$88,434	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$53,510	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,018,305	CYTotalFundraisingExpenseAmt
PY Other Expenses	$48,319,478	PYOtherExpensesAmt
CY Other Expenses	$47,829,694	CYOtherExpensesAmt
PY Total Expenses	$172,915,669	PYTotalExpensesAmt
CY Total Expenses	$190,546,447	CYTotalExpensesAmt
PY Revenues Less Expenses	-$35,163,427	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$27,281,085	CYRevenuesLessExpensesAmt
Total Assets BOY	$536,279,964	TotalAssetsBOYAmt
Total Assets EOY	$537,942,266	TotalAssetsEOYAmt
Total Liabilities BOY	$161,483,437	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$157,855,268	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$374,796,527	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$380,086,998	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THROUGH NATIONALLY DISTINCTIVE PROGRAMS CONNECTING LIBERAL EDUCATION TO PROFESSIONAL PRACTICE, WILLAMETTE UNIVERSITY PREPARES GRADUATES TO TURN KNOWLEDGE INTO ACTION AND LEAD LIVES OF ACHIEVEMENT, CONTRIBUTION, AND MEANING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$151,807,569	ExpenseAmt
Grant	$72,255,252	GrantAmt
Revenue	$123,147,256	RevenueAmt
Desc	HIGHER EDUCATION - INSTRUCTION AND SUPPORT: 1,548 IN THE COLLEGE OF ARTS AND SCIENCES, 325 IN THE COLLEGE OF LAW, 105 IN THE ATKINSON GRADUATE SCHOOL OF MANAGEMENT, 27 IN THE SCHOOL OF COMPUTING AND INFORMATION SCIENCES, 73 IN A JOINT DEGREE PROGRAM, 401 IN PACIFIC NORTHWEST COLLEGE OF ARTS, AND 63 IN THE HALLIE FORD SCHOOL OF GRADUATE STUDIES (2,542 STUDENTS).	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$14,726,420	ExpenseAmt
Grant	$21,327	GrantAmt
Revenue	$18,882,924	RevenueAmt
Desc	HIGHER EDUCATION - AUXILIARY FUNCTIONS: INCLUDES ROOM & BOARD (FOR 1,279 STUDENTS) AND SUMMER CONFERENCES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$166,533,989	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (1)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	4298	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2071	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	SP	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	32	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCOTT SCHAEFER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5033706710	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	900 STATE STREET	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97301	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd
STEPHEN THORSETT
PRESIDENT	40.00	Yes (X)	Yes (X)	$487,093	$0	$173,488
SHELBY RADCLIFFE
VP FOR ADVANCEMENT	40.00			$342,077	$0	$36,590	Yes (X)
BRIAN GALLINI
DEAN, COLLEGE OF LAW	40.00			$268,039	$0	$54,587		Yes (X)
DANIEL VALLES SR VICE
PRESIDENT, COO & TREASURER	40.00	Yes (X)	Yes (X)	$265,063	$0	$46,740
JENNIFER COLE
DEAN, PNCA	40.00			$214,432	$0	$74,310		Yes (X)
CAROL LONG
PROVOST AND SENIOR VICE PRESIDENT	40.00			$246,045	$0	$40,406		Yes (X)
SHANA SECHRIST GENERAL
COUNSEL & VP OF HUMAN RESOURCES	40.00			$228,400	$0	$53,530	Yes (X)
WILLIAM MULLEN
VP FOR ENROLLMENT MANAGEMENT	40.00			$235,174	$0	$33,632	Yes (X)
ORN BODVARSSON DEAN ATKINSON
GRADUATE SCHOOL OF MANAGEMENT	40.00			$226,358	$0	$35,397	Yes (X)
RUTH FEINGOLD
DEAN, COLLEGE OF ARTS & SCIENCES	40.00			$205,168	$0	$42,138		Yes (X)
NORMAN WILLIAMS KEN
CLAUDIA PETERSON PROFESSOR OF LAW	40.00			$211,911	$0	$21,876	Yes (X)
LISA LANDREMAN
VP FOR STUDENT AFFAIRS	40.00			$184,500	$0	$28,721		Yes (X)
COLLEEN KAWAHARA CHIEF OF
STAFF, ADMINISTRATIVE SECRETARY	40.00		Yes (X)	$173,818	$0	$21,483
ANNE GALLAGHER ASSOCIATE
VP OF BUDGET & FACILITIES	40.00			$160,684	$0	$28,097		Yes (X)
KEVIN SMITH
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
ELIZABETH LARGE
VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
LYNNE SAXTON
IMMEDIATE PAST CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
SANDRA ROWE
SECRETARY - 02/29/2024	1.00	Yes (X)	Yes (X)	$0	$0	$0
EVA KRIPALANI
ASSISTANT SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
BOB HECK
TRUSTEE - 06/30/2024	1.00	Yes (X)		$0	$0	$0
BONNIE FLYNN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BRIAN HUFFT
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHARLOTTE CARPENTER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CORTLANDT CUFFEE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID DRINKWARD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ELOISE DAMROSCH
TRUSTEE	1.00	Yes (X)		$0	$0	$0
HEIDI PATTERSON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JAMES CUNO
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JANELLE BOVELL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JEFF CHUNG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JILL TERRY HALL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOHNNY VONG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JON THOMSEN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOSEPH HOFFMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JULIE FILIZETTI
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KARYN RICHARDS-KUAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KATHERINE CAHILL
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KENNETH MORRIS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KONRAD KRUGER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LINDA HUTCHINS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LYNN RISTIG
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARIAM HIGGINS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MICHAEL MARTINEZ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PATRICK WAITE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROBIN BRENA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SEAN O'HOLLAREN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
TRUMAN COLLINS JR
TRUSTEE	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,448,762	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$690,995	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	116	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
COMPASS GROUP USA
PO BOX 417632	BOSTON	MA	02241	FOOD SERVICE	$5,092,500
SIEMENS INDUSTRY
300 NEW JERSEY AVENUE STE 1000	WASHINGTON	DC	20001	INFORMATION TECHNOLOGY	$2,848,575
MACDONALD-MILLER FACILITY SOLUTIONS LLC
PO BOX 509017	SAN DIEGO	CA	92150	CONSTRUCTION	$2,544,740
AMERICA CLEANING SOLUTIONS INC
PO BOX 66681	PORTLAND	OR	97290	JANITORIAL	$1,695,510
GLOBAL ENDOWMENT MANAGEMENT
224 W TREMONT AVENUE	CHARLOTTE	NC	28203	INVESTMENT MANAGEMENT	$1,480,515

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	34	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,409,784	GovernmentGrantsAmt
All Other Contributions	$14,661,964	AllOtherContributionsAmt
Noncash Contributions	$2,468,752	NoncashContributionsAmt
Total Contributions	$17,071,748	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611310	$123,147,256	$123,147,256
ROOM AND BOARD FEES	721310	$18,160,689	$18,160,689
AUXILIARY INCOME	611710	$722,235	$722,235

Field	Value	IRS element (for citing)
Total Program Service Revenue	$142,030,180	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,726,830	TotalRevenueColumnAmt
Unrelated Business Revenue	$321,736	UnrelatedBusinessRevenueAmt
Exclusion	$1,405,094	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$153,808	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$153,808	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$153,808	TotalRevenueColumnAmt
Exclusion	$153,808	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$36,049,801	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$36,048,278	SecuritiesAmt
Other	$27,191	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,523	SecuritiesAmt
Other	-$27,191	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$25,668	TotalRevenueColumnAmt
Exclusion	-$25,668	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PARKING	812930	$440,708	$29,330	$411,378
TRUST DISTRIBUTIONS	525990	$219,286		$219,286
CONTRACTED SERVICES	900099	$91,242		$91,242

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,557,228	TotalRevenueColumnAmt
Exclusion	$1,557,228	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,308,464	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$163,265,362	TotalRevenueColumnAmt
Related Or Exempt Func Income	$142,030,180	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$351,066	UnrelatedBusinessRevenueAmt
Exclusion	$3,812,368	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,000	TotalAmt
Program Services	$2,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$71,218,804	TotalAmt
Program Services	$71,218,804	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,016,449	TotalAmt
Program Services	$1,016,449	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,991,000	TotalAmt
Program Services	$796,108	ProgramServicesAmt
Management And General	$2,030,493	ManagementAndGeneralAmt
Fundraising	$164,399	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$45,116	TotalAmt
Program Services	$45,116	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$51,453,027	TotalAmt
Program Services	$43,791,291	ProgramServicesAmt
Management And General	$5,318,003	ManagementAndGeneralAmt
Fundraising	$2,343,733	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$4,725,417	TotalAmt
Program Services	$4,029,977	ProgramServicesAmt
Management And General	$476,756	ManagementAndGeneralAmt
Fundraising	$218,684	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$7,220,119	TotalAmt
Program Services	$6,143,184	ProgramServicesAmt
Management And General	$736,729	ManagementAndGeneralAmt
Fundraising	$340,206	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,991,311	TotalAmt
Program Services	$3,344,151	ProgramServicesAmt
Management And General	$472,580	ManagementAndGeneralAmt
Fundraising	$174,580	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$763,914	TotalAmt
Program Services	$7,052	ProgramServicesAmt
Management And General	$750,227	ManagementAndGeneralAmt
Fundraising	$6,635	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$203,862	TotalAmt
Management And General	$203,862	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$53,510	TotalAmt
Fundraising	$53,510	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,786,072	TotalAmt
Management And General	$1,786,072	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,904,702	TotalAmt
Program Services	$6,266,475	ProgramServicesAmt
Management And General	$1,416,035	ManagementAndGeneralAmt
Fundraising	$222,192	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$711,890	TotalAmt
Program Services	$172,790	ProgramServicesAmt
Management And General	$539,100	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,411,810	TotalAmt
Program Services	$2,840,291	ProgramServicesAmt
Management And General	$291,317	ManagementAndGeneralAmt
Fundraising	$280,202	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,247,095	TotalAmt
Program Services	$2,016,788	ProgramServicesAmt
Management And General	$107,776	ManagementAndGeneralAmt
Fundraising	$122,531	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,812,645	TotalAmt
Program Services	$5,581,534	ProgramServicesAmt
Management And General	$2,223,348	ManagementAndGeneralAmt
Fundraising	$7,763	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,513,745	TotalAmt
Program Services	$2,414,090	ProgramServicesAmt
Management And General	$30,894	ManagementAndGeneralAmt
Fundraising	$68,761	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$126,162	TotalAmt
Program Services	$117,587	ProgramServicesAmt
Management And General	$5,286	ManagementAndGeneralAmt
Fundraising	$3,289	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,558,546	TotalAmt
Program Services	$2,586,855	ProgramServicesAmt
Management And General	$971,691	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,453,768	TotalAmt
Program Services	$5,995,079	ProgramServicesAmt
Management And General	$458,689	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,759,588	TotalAmt
Program Services	$16,048	ProgramServicesAmt
Management And General	$1,743,540	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD SERVICE	$5,962,473	$5,842,637	$108,656	$11,180
SPECIAL PROGRAMS	$1,097,248	$1,097,248	$0	$0
BOOKS AND PERIODICALS	$924,431	$924,431	$0	$0
BAD DEBT	$140,161	$0	$140,161	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$451,582	TotalAmt
Program Services	$268,004	ProgramServicesAmt
Management And General	$182,938	ManagementAndGeneralAmt
Fundraising	$640	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$190,546,447	TotalAmt
Program Services	$166,533,989	ProgramServicesAmt
Management And General	$19,994,153	ManagementAndGeneralAmt
Fundraising	$4,018,305	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,167,007	BOYAmt
EOY	$7,852,587	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$21,755,842	BOYAmt
EOY	$10,772,808	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,420,753	BOYAmt
EOY	$4,480,607	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,591,165	BOYAmt
EOY	$3,533,981	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,978,688	BOYAmt
EOY	$1,337,438	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,460,826	BOYAmt
EOY	$1,310,332	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$323,046,735	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$150,778,998	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$166,775,642	BOYAmt
EOY	$172,267,737	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$20,603,043	BOYAmt
EOY	$19,798,894	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$293,946,613	BOYAmt
EOY	$298,667,409	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,330,224	BOYAmt
EOY	$1,493,305	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$17,250,161	BOYAmt
EOY	$16,427,168	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$536,279,964	BOYAmt
EOY	$537,942,266	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$16,904,353	BOYAmt
EOY	$16,681,510	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,574,008	BOYAmt
EOY	$2,548,411	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$100,101,681	BOYAmt
EOY	$99,757,799	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$1,168,382	BOYAmt
EOY	$808,514	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$40,735,013	BOYAmt
EOY	$38,059,034	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$161,483,437	BOYAmt
EOY	$157,855,268	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$84,095,210	BOYAmt
EOY	$70,935,609	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$290,701,317	BOYAmt
EOY	$309,151,389	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$374,796,527	BOYAmt
EOY	$380,086,998	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$536,279,964	BOYAmt
EOY	$537,942,266	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$27,281,085	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$31,255,794	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,315,762	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,311,122	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,531,362	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,552,130	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,414,203	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,071,748	CurrentTaxYearAmt
Total	$66,880,565	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,311,122	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,531,362	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,552,130	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,414,203	CurrentTaxYearMinus1YearAmt
Current Tax Year	$17,071,748	CurrentTaxYearAmt
Total	$66,880,565	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,412,983	SubstantialContributorsTotAmt
Public Support Total170	$65,467,582	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$409,393	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,901	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,487,193	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,225,714	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,558,902	CurrentTaxYearAmt
Total	$5,692,103	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,374	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,019	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$734,469	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$72,800	CurrentTaxYearAmt
Total	$843,662	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,247,469	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$174,632	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,908,955	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,566,122	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,251,944	CurrentTaxYearAmt
Total	$8,149,122	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$81,565,452	TotalSupportAmt
Gross Receipts Rltd Activities	$472,312,584	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80260	PublicSupportCY170Pct
Public Support PY170	0.78060	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART II, SHORT YEAR EXPLANATION:	FormAndLineReferenceDesc
Explanation	TAX YEAR ENDING 6/30/2021 WAS A SHORT YEAR DUE TO A CHANGE IN THE ACCOUNTING PERIOD.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$759,292	RevenuesIncludedAmt
Assets Included	$7,990,819	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$304,778,465	BeginningYearBalanceAmt
Contributions	$6,698,309	ContributionsAmt
Investment Earnings Or Losses	$31,187,754	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,290,429	GrantsOrScholarshipsAmt
Other Expenditures	$21,568,569	OtherExpendituresAmt
Administrative Expenses	$1,786,072	AdministrativeExpensesAmt
End Year Balance	$313,019,458	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$306,529,427	BeginningYearBalanceAmt
Contributions	$607,386	ContributionsAmt
Investment Earnings Or Losses	$16,539,787	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,343,327	GrantsOrScholarshipsAmt
Other Expenditures	$10,858,748	OtherExpendituresAmt
Administrative Expenses	$1,696,060	AdministrativeExpensesAmt
End Year Balance	$304,778,465	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$355,004,054	BeginningYearBalanceAmt
Contributions	$4,642,596	ContributionsAmt
Investment Earnings Or Losses	-$37,413,887	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,296,481	GrantsOrScholarshipsAmt
Other Expenditures	$8,699,815	OtherExpendituresAmt
Administrative Expenses	$1,707,040	AdministrativeExpensesAmt
End Year Balance	$306,529,427	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$312,170,019	BeginningYearBalanceAmt
Contributions	$17,252,066	ContributionsAmt
Investment Earnings Or Losses	$25,708,055	InvestmentEarningsOrLossesAmt
Administrative Expenses	$126,086	AdministrativeExpensesAmt
End Year Balance	$355,004,054	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$249,725,853	BeginningYearBalanceAmt
Contributions	$2,356,252	ContributionsAmt
Investment Earnings Or Losses	$75,631,109	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$5,324,551	GrantsOrScholarshipsAmt
Other Expenditures	$8,868,842	OtherExpendituresAmt
Administrative Expenses	$1,349,801	AdministrativeExpensesAmt
End Year Balance	$312,170,019	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.09300	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.59900	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.30800	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,574,467	OtherCostOrOtherBasisAmt
Book Value	$8,574,467	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$219,835,358	OtherCostOrOtherBasisAmt
Depreciation	$93,666,856	DepreciationAmt
Book Value	$126,168,502	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,510,540	OtherCostOrOtherBasisAmt
Depreciation	$14,153,816	DepreciationAmt
Book Value	$3,356,724	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,415,693	OtherCostOrOtherBasisAmt
Depreciation	$9,204,680	DepreciationAmt
Book Value	$1,211,013	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,710,677	OtherCostOrOtherBasisAmt
Depreciation	$33,753,646	DepreciationAmt
Book Value	$32,957,031	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$172,267,737	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
MULTI-STRATEGY LIMITED PARTNERSHIP INVESTMENT FUND	$286,412,166	F
PRIVATELY POOLED FUNDS	$12,255,243	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$298,667,409	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
ANNUITIES AND TRUSTS PAYABLE	$11,047,301
GOVERNMENT ADVANCES FOR STUDENT LOANS	$1,997,243
BONDS PAYABLE	$15,037,309
OPERATING LEASE LIABILITIES	$9,977,181

Field	Value	IRS element (for citing)
Total Liability	$38,059,034	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$108,684,382	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$32,911,481	NetUnrealizedGainsInvstAmt
Other Revenue	-$85,411,844	OtherRevenueAmt
Revenue Not Reported	-$52,500,363	RevenueNotReportedAmt
Revenue Subtotal	$161,184,745	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,786,072	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$294,545	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,080,617	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$163,265,362	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$117,592,960	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$1	OtherExpensesIncludedAmt
Expenses Not Reported	$1	ExpensesNotReportedAmt
Expenses Subtotal	$117,592,959	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,786,072	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$71,167,416	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$72,953,488	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$190,546,447	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	WILLAMETTE UNIVERSITY HAS A COLLECTION OF ART AND CULTURAL/HISTORICAL ARTIFACTS THAT CONSISTS OF PAINTINGS, PHOTOGRAPHS, CERAMICS, DRAWINGS, ARCHAEOLOGICAL ARTIFACTS, TEXTILES, SCULPTURES, NATIVE AMERICAN WOVEN BASKETS, AND OTHER MEDIA. THE COLLECTION IS HELD AT $7,990,819 AND IS HELD IN THE UNIVERSITY ART MUSEUM. THE MUSEUM EXISTS TO SUPPORT THE LIBERAL ARTS CURRICULUM OF WILLAMETTE UNIVERSITY AND TO SERVE AS AN INTELLECTUAL AND CULTURAL RESOURCE FOR THE CITY OF SALEM AND BEYOND, THROUGH THE COLLECTION, PRESERVATION, EXHIBITION AND INTERPRETATION OF HISTORICAL AND CONTEMPORARY ART WITH AN EMPHASIS ON REGIONAL ART.
PART V, LINE 4:	THE ENDOWMENT FUNDS HELD BY THE UNIVERSITY ARE USED TO SUPPORT OPERATIONS, INCLUDING FINANCIAL AID, INSTRUCTION AND BUILDINGS.
PART X, LINE 2:	THE UNIVERSITY ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH ASC 740-10, INCOME TAXES - OVERALL, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION OF TAX BENEFITS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -71,079,760. POST-RETIREMENT LIABILITY ADJUSTMENT -110,536. OTHER CHANGES IN NET ASSETS -14,199,047. PLEDGE WRITE OFFS -22,500. ROUNDING -1.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS 321,736. ASSET DISPOSAL -27,191.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	ROUNDING 1.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	SCHOLARSHIPS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 71,079,760. NONCASH EMPLOYEE BENEFITS NOT INCLUDED ON FINANCIAL STATEMENTS 89,847. NONCASH EMPLOYEE BENEFITS NOT INCLUDED ON FINANCIAL STATEMENTS 25,000. ASSET DISPOSAL -27,191.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	0	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE UNIVERSITY DRAWS AN AVERAGE OF 60% OF INCOMING STUDENTS FROM OUTSIDE OREGON, AND FOLLOWS A RACIALLY NONDISCRIMINATORY POLICY AS TO STUDENTS. THEREFORE, THE UNIVERSITY IS EXEMPT FROM THE REQUIREMENT TO PUBLISH THE NOTICE OF NONDISCRIMINATION POLICY IN A LOCAL NEWSPAPER.
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES TITLE IV FUNDS FOR FINANCIAL AID PURPOSES, AS WELL AS FEDERAL AND STATE GRANTS FOR FACULTY RESEARCH AND PROGRAMMING PURPOSES.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND AND GREENLAND)	1	5	PROGRAM SERVICES	STUDY ABROAD PROGRAM	$960,330
EAST ASIA AND THE PACIFIC	0	0	GRANTMAKING	STUDY ABROAD PROGRAM	$423,625
EUROPE (INCLUDING ICELAND AND GREENLAND)	0	0	GRANTMAKING	STUDY ABROAD PROGRAM	$482,930
MIDDLE EAST AND NORTH AFRICA	0	0	GRANTMAKING	STUDY ABROAD PROGRAM	$10,000
NORTH AMERICA (CANADA AND MEXICO)	0	0	GRANTMAKING	STUDY ABROAD PROGRAM	$48,169
SOUTH AMERICA	0	0	GRANTMAKING	STUDY ABROAD PROGRAM	$51,725

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	5	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	5	TotalEmployeeCnt
Subtotal Spent	$1,976,779	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$1,976,779	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	EAST ASIA AND THE PACIFIC	RegionTxt
Purpose Of Grant	CONTRIBUTION TO IKEBUKURO BUILDING CLOCK	PurposeOfGrantTxt
Cash Grant	$20,000	CashGrantAmt
Manner Of Cash Disbursement	INTL WIRE	MannerOfCashDisbursementTxt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
SCHOLARSHIPS	EUROPE (INCLUDING ICELAND & GREENLAND)	29	$482,930	APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES
SCHOLARSHIPS	EAST ASIA AND THE PACIFIC	21	$403,625	APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES
SCHOLARSHIPS	MIDDLE EAST AND NORTH AFRICA	1	$10,000	APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES
SCHOLARSHIPS	SOUTH AMERICA	3	$51,725	APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES
SCHOLARSHIPS	NORTH AMERICA (CANADA AND MEXICO)	3	$48,169	APPLIED TO STUDENT ACCOUNT TO OFFSET TUITION AND FEES

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

SCHOLARSHIPS/GRANTS AWARDED TO STUDENTS WHO ARE STUDYING ABROAD ARE APPLIED TO THEIR STUDENT ACCOUNTS. THE SCHOLARSHIPS OFFSET TUITION AND FEES TO REDUCE THE AMOUNT THAT STUDENTS OWE TO THE UNIVERSITY. THUS, THE STUDENTS DO NOT PHYSICALLY RECEIVE THE MONEY. PROCEDURES DO NOT DIFFER FROM THOSE APPLIED TO STUDENTS WHO ARE ATTENDING ON CAMPUS, OTHER THAN VERIFICATION OF PARTICIPATION AND COMPLETION OF THE PROGRAM. THE FOLLOWING ARE THE PROCEDURES FOLLOWED BY THE UNIVERSITY FOR MONITORING THE USE OF SCHOLARSHIP/GRANT FUNDS: THE ACCOUNTING OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. THE FINANCIAL AID OFFICE NOTIFIES THE ACCOUNTING OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, THE FINANCIAL AID OFFICE AND ACCOUNTING OFFICE RECONCILES ACCOUNTS FOR ALL FUNDS. THE ADVANCEMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED).

PART I, LINE 3:

EXPENDITURES ARE ACCOUNTED FOR UNDER THE ACCRUAL METHOD.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
WEST WIND CONSULTING STRATEGIES IN FUND RAISING LLC
120 BRINDLEY ST SUITE 7	ITHACA	NY	14850	CONSULTING	0	$0	$24,075	-$24,075
PENTERA INC
8650 COMMERCE PARK PL SUITE G	INDIANAPOLIS	IN	46268	MARKETING	0	$0	$29,435	-$29,435

Field	Value	IRS element (for citing)
Total Retained By Contractors	$53,510	TotalRetainedByContractorsAmt
Total Net To Organization	-$53,510	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	GU	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	PR	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
MERIT-BASED SCHOLARSHIPS TO STUDENTS	2586	$64,716,563
NEED-BASED SCHOLARSHIPS TO STUDENTS	836	$5,367,764
FEDERAL WORK STUDY SCHOLARSHIPS TO STUDENTS	215	$617,241
STUDENT AWARDS AND PRIZES	245	$517,236

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING OF SCHOLARSHIPS: THE ACCOUNTING OFFICE NOTIFIES THE FINANCIAL AID OFFICE OF AMOUNTS AVAILABLE TO AWARD TO STUDENTS EACH ACADEMIC YEAR. THE FINANCIAL AID OFFICE SELECTS RECIPIENTS BASED UPON CRITERIA ESTABLISHED FOR EACH TYPE OF FUNDING. THE FINANCIAL AID OFFICE NOTIFIES THE ACCOUNTING OFFICE OF EXPENDITURES FOR EACH TERM DURING THE ACADEMIC YEAR. AT YEAR-END, THE FINANCIAL AID OFFICE AND ACCOUNTING OFFICE RECONCILE ACCOUNTS FOR ALL FUNDS. THE ADVANCEMENT OFFICE PROVIDES ANNUAL REPORTS TO THE DONORS REGARDING THE USE OF DONOR-CONTRIBUTED SCHOLARSHIP FUNDS (ENDOWED OR ANNUALLY FUNDED). PROCEDURES FOR MONITORING OF RESEARCH GRANTS: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS VARY DEPENDING ON THE REQUIREMENTS OF THE AWARDING ENTITY AND THE GRANT TERMS & CONDITIONS. HOWEVER, MONITORING PROCEDURES, IN ADDITION TO ADHERING TO ALL REQUIRED ACCOUNTING STANDARDS, TYPICALLY INVOLVE WRITTEN AND/OR VERBAL ANNUAL PROGRESS REPORTS ON THE PROJECT OR PROGRAM IN ADDITION TO A FINAL REPORT SUBMITTED AT THE CONCLUSION OF THE PROJECT. FINANCIAL REPORTS ARE PREPARED BY THE ACCOUNTING OFFICE AND SUBMITTED FOR REIMBURSEMENT OF PROJECT EXPENDITURES. FINAL PAYMENT OF GRANT FUNDS IS OFTEN CONTINGENT ON THE AFOREMENTIONED ITEMS. DEPARTMENTS AND PRINCIPAL INVESTIGATORS OR GRANT ADMINISTRATORS ARE RESPONSIBLE FOR MONITORING OF GRANT FUNDS WITH ASSISTANCE FROM THE OFFICE OF GRANTS AND STRATEGIC INITIATIVES AND THE ACCOUNTING OFFICE. PROCEDURES FOR MONITORING OTHER AWARDS AND PRIZES: AWARD/PRIZE RECIPIENTS ARE DETERMINED BY CRITERIA ESTABLISHED BY THEIR RESPECTIVE DEPARTMENT OR COLLEGE. DEPENDING ON THE NATURE OF THE GRANT, DEPARTMENTS PARTNER WITH A VARIETY OF UNIVERSITY OFFICES INCLUDING FINANCIAL AID, ADVANCEMENT, GRANTS AND STRATEGIC INITIATIVES, AND ACCOUNTING, TO ENSURE THAT AWARD FUNDS ARE DISBURSED CONSISTENTLY WITH THE REQUIREMENTS OF THE GRANT OR RESTRICTED FUND. PROCEDURES FOR MONITORING GRANTS, AWARDS, AND PRIZES TO INDIVIDUALS: AT TIMES, FUNDERS AWARD GRANTS OR PRIZES TO INDIVIDUAL FACULTY MEMBERS OR STUDENTS. NSF'S CAREER AWARD IS ONE EXAMPLE, AS IS THE M.J. MURDOCK'S CHARITABLE TRUST'S SWANSON AWARD AND COLLEGE SCIENCE RESEARCH CONFERENCE PRIZES. IN SUCH CASES, THE UNIVERSITY RECEIVES THE FUNDS, UNLESS OTHERWISE SPECIFIED BY THE FUNDER, AND DISTRIBUTES THEM PER GRANT, AWARD OR PRIZE GUIDELINES AND UNIVERSITY FINANCIAL POLICIES AND PROCEDURES.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN THORSETT
PRESIDENT	$470,372	$0	$0	$0	$16,721	$0	$48,500	$0	$124,988	$0	$660,581	$0	$0	$0
SHELBY RADCLIFFE
VP FOR ADVANCEMENT	$258,705	$0	$76,086	$0	$7,286	$0	$26,010	$0	$10,580	$0	$378,667	$0	$0	$0
BRIAN GALLINI
DEAN, COLLEGE OF LAW	$267,145	$0	$0	$0	$894	$0	$27,554	$0	$27,033	$0	$322,626	$0	$0	$0
DANIEL VALLES SR VICE
PRESIDENT, COO & TREASURER	$264,189	$0	$0	$0	$874	$0	$27,040	$0	$19,700	$0	$311,803	$0	$0	$0
JENNIFER COLE
DEAN, PNCA	$213,346	$0	$0	$0	$1,086	$0	$22,360	$0	$51,950	$0	$288,742	$0	$0	$0
CAROL LONG
PROVOST AND SENIOR VICE PRESIDENT	$241,241	$0	$0	$0	$4,804	$0	$24,671	$0	$15,735	$0	$286,451	$0	$0	$0
SHANA SECHRIST GENERAL
COUNSEL & VP OF HUMAN RESOURCES	$227,232	$0	$0	$0	$1,168	$0	$23,868	$0	$29,662	$0	$281,930	$0	$0	$0
WILLIAM MULLEN
VP FOR ENROLLMENT MANAGEMENT	$233,040	$0	$0	$0	$2,134	$0	$23,400	$0	$10,232	$0	$268,806	$0	$0	$0
ORN BODVARSSON DEAN ATKINSON
GRADUATE SCHOOL OF MANAGEMENT	$220,361	$0	$0	$0	$5,997	$0	$22,360	$0	$13,037	$0	$261,755	$0	$0	$0
RUTH FEINGOLD
DEAN, COLLEGE OF ARTS & SCIENCES	$201,895	$0	$0	$0	$3,273	$0	$20,962	$0	$21,176	$0	$247,306	$0	$0	$0
NORMAN WILLIAMS KEN
CLAUDIA PETERSON PROFESSOR OF LAW	$211,072	$0	$0	$0	$839	$0	$17,750	$0	$4,126	$0	$233,787	$0	$0	$0
LISA LANDREMAN
VP FOR STUDENT AFFAIRS	$182,877	$0	$0	$0	$1,623	$0	$18,399	$0	$10,322	$0	$213,221	$0	$0	$0
COLLEEN KAWAHARA CHIEF OF
STAFF, ADMINISTRATIVE SECRETARY	$173,041	$0	$0	$0	$777	$0	$17,500	$0	$3,983	$0	$195,301	$0	$0	$0
ANNE GALLAGHER ASSOCIATE
VP OF BUDGET & FACILITIES	$158,546	$0	$0	$0	$2,138	$0	$16,120	$0	$11,977	$0	$188,781	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

THE UNIVERSITY PRESIDENT IS REQUIRED AS A CONDITION OF EMPLOYMENT TO MAINTAIN A PERSONAL RESIDENCE IN A HOUSE PROVIDED BY THE UNIVERSITY. THE HOUSING ARRANGEMENT IS FOR THE CONVENIENCE OF THE UNIVERSITY AND THE HOUSE IS USED FOR UNIVERSITY BUSINESS. CLUB MEMBERSHIPS WERE PROVIDED TO THE UNIVERSITY PRESIDENT AND ARE USED FOR UNIVERSITY BUSINESS MEETINGS. PERSONAL SERVICES CONSIST OF CUSTODIAL SERVICES FOR THE UNIVERSITY OWNED RESIDENCE OCCUPIED BY THE PRESIDENT.

PART I, LINE 1B

ITEMS NOTED IN LINE 1A WERE PROVIDED BASED ON EMPLOYMENT AGREEMENTS WITH THE UNIVERSITY PRESIDENT AND OTHER EMPLOYEES, AND THE UNIVERSITY FOLLOWED THE PROVISIONS OF THESE AGREEMENTS REGARDING PAYMENT/REIMBURSEMENT/ PROVISION OF THESE ITEMS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
STATE OF OREGON - OREGON FACILITIES AUTHORITY
A	936001787	68608JTZ4	2016-07-14	$22,815,181	SEE SCHEDULE K, PART VI	0	0	0
STATE OF OREGON - OREGON FACILITIES AUTHORITY
B	936001787	68608JYY1	2021-05-27	$79,865,559	SEE SCHEDULE K, PART VI	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	UnspentUnspentAmt
A	$22,837,167	$315,181	$9,720,449	$12,500,000	2020	0	Yes (1)	Yes (1)	Yes (1)
B	$81,454,384	$1,339,157	$28,000,000	$48,460,624	2025	0	Yes (1)	Yes (1)	Yes (1)	$10,726,567	$2,065,778	$9,137,742

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	0	Yes (1)	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	0	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/14/2021
SCHEDULE K, PART I, BOND ISSUES:	(A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 7/14/16 (F) DESCRIPTION OF PURPOSE:THE PROCEEDS OF THE 2016 SERIES B BONDS WERE USED TO REFUND THE SERIES 2014 BONDS AND TO FUND $10 MILLION IN RESIDENCE HALL AND SPORTING FACILITIES UPGRADES. (A) ISSUER NAME: STATE OF OREGON - OREGON FACILITIES AUTHORITY 5/27/21 (F) DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE 2021 SERIES A BONDS WERE USED TO REFUND THE SERIES 2010, SERIES 2016-A, AND SERIES 2016-C BONDS AND FUND CAMPUS MAINTENANCE AND UPGRADES.
SCHEDULE K, PART II, LINE 3:	(A) TOTAL PROCEEDS OF ISSUE INCLUDE $21,986 OF INVESTMENT EARNINGS. (B) TOTAL PROCEEDS OF ISSUE INCLUDE $1,588,825 OF INVESTMENT EARNINGS.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmt	Type Of AssistanceTypeOfAssistanceTxt	Assistance PurposeAssistancePurposeTxt
$23,000	SCHOLARSHIP	TUITION ASSISTANCE
$25,000	TUITION REMISSION	TUITION ASSISTANCE

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	RACHEL DEWEY THORSETT	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SPOUSE OF OFFICER STEPHEN THORSETT	RelationshipDescriptionTxt
Transaction	$45,116	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	FormAndLineReferenceDesc
Explanation	(A) NAME OF PERSON: RACHEL DEWEY THORSETT(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:SPOUSE OF OFFICER STEPHEN THORSETT	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	26	ContributionCnt
Noncash Contributions Rpt F990	$759,292	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OPINION OF EXPERTS	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	44	ContributionCnt
Noncash Contributions Rpt F990	$1,630,460	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	LAB EQUIPMENT	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$79,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	OPINION OF EXPERTS	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THE AMOUNT REPRESENTS THE NUMBER OF ACTUAL CONTIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	EVA KRIPALANI AND ELIZABETH LARGE ARE BUSINESS PARTNERS.
FORM 990, PART VI, SECTION B, LINE 11B	THE DRAFT FORM 990 IS UPLOADED TO A SECURE WEBSITE THAT CAN ONLY BE ACCESSED BY MEMBERS OF THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND DISCUSSES THE RETURN. NEXT, THE DRAFT FORM 990 IS UPLOADED TO A SECURE WEBSITE THAT CAN BE ACCESSED BY ALL MEMBERS OF THE BOARD OF TRUSTEES. THEY ARE NOTIFIED VIA EMAIL THAT THE FORM IS AVAILABLE FOR THEIR REVIEW. AFTER THE FORM HAS BEEN MADE AVAILABLE FOR REVIEW BY ALL NOTED PARTIES, IT IS MODIFIED (IF NECESSARY), FINALIZED, AND SUBMITTED TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE AND RETURN IT TO THE PRESIDENT'S OFFICE (OFFICERS AND TRUSTEES) OR THE CONTROLLER'S OFFICE (KEY EMPLOYEES) ANNUALLY. THE BOARD'S PROCESS FOR ADDRESSING CONFLICTS OF INTEREST IN ACCORDANCE WITH THE ADOPTED ABOVE-REFERENCED POLICY IS AS FOLLOWS: "IF AN INDIVIDUAL BELIEVES THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY AND FULLY DISCLOSE THE CONFLICT ON A FORM THAT GOES TO THE CHAIR OF THE AUDIT COMMITTEE AND SHALL REFRAIN FROM PARTICIPATING ON BEHALF OF THE UNIVERSITY IN THE MATTER TO WHICH THE CONFLICT RELATES UNTIL THE CONFLICT IN QUESTION HAS BEEN WAIVED OR OTHERWISE ADDRESSED BY VOTE OF THE AUDIT COMMITTEE AFTER THE MATERIAL FACTS OF THE TRANSACTION AND THE INDIVIDUAL'S INTEREST ARE DISCLOSED OR KNOWN TO THE COMMITTEE, OR OTHERWISE RESOLVED IN COMPLIANCE WITH THE OREGON NONPROFIT CORPORATION ACT (ORS CH. 65)." THE BOARD CHAIR, BOARD TREASURER, AND ADMINISTRATIVE SECRETARY TO THE BOARD MONITOR COMPLIANCE ON AN ONGOING BASIS. MONITORING ACTIVITIES MAY INCLUDE REVIEW OF MEETING MINUTES BY THE ADMINISTRATIVE SECRETARY TO IDENTIFY POTENTIAL/DEVELOPING CONFLICTS OR CONFLICTS THAT MAY HAVE ALREADY OCCURRED AND INFORMAL DISCUSSIONS WITH COMMITTEE CHAIRS OR BOARD OFFICERS TO RAISE AWARENESS OF CONFLICTS AND POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES (MADE UP OF THE CHAIR, FINANCE CHAIR, AND AUDIT CHAIR) ESTABLISHES AND REVIEWS THE COMPENSATION FOR THE PRESIDENT OF THE UNIVERSITY. THE COMMITTEE CONSISTS OF THREE MEMBERS WHO DO NOT HAVE A CONFLICT OF INTEREST PER IRS REGULATIONS SECTION 53.4958-6(C)(1)(III). IN ORDER TO ESTABLISH AN APPROPRIATE LEVEL OF COMPENSATION, THE COMMITTEE REVIEWS A RANGE OF COMPENSATION DATA, INCLUDING REGIONAL AND NATIONAL SURVEYS. IN ADDITION, A REVIEW OF COMPENSATION AS REPORTED IN THE 990'S OF OTHER SIMILAR SIZED PRIVATE LIBERAL ARTS UNIVERSITIES IS PERFORMED. ONCE A SALARY IS DETERMINED, THE INFORMATION IS PASSED ON TO THE EXECUTIVE COMMITTEE. THE LAST TIME THIS PROCESS WAS UNDERTAKEN BY THE UNIVERSITY WAS IN JUNE OF 2024. THE COMPENSATION COMMITTEE ALSO APPROVES COMPENSATION FOR EXECUTIVE AND KEY EMPLOYEES BASED ON DATA FROM (A) POSITIONS IN SIMILARLY SITUATED INSTITUTIONS; (B) POSITIONS IN MARKETS OUTSIDE HIGHER EDUCATION WHERE APPROPRIATE; (C) INTERNAL EQUITY; AND, (D) THE KNOWLEDGE, PERFORMANCE, SKILL, AND OTHER RELEVANT FACTORS OF THE PERSON IN THE POSITION. THE COMPENSATION DATA IS COLLECTED FROM NATIONAL AND REGIONAL SURVEYS, AS WELL AS OTHER SOURCES. THE LAST TIME THIS PROCESS WAS UNDERTAKEN BY THE UNIVERSITY WAS IN THE FISCAL YEAR ENDING 2024.
FORM 990, PART VI, SECTION C, LINE 18	THE UNIVERSITY FILED FOR TAX EXEMPTION BEFORE JULY 15, 1987 AND DID NOT HAVE A COPY OF FORM 1023 ON FILE AT THAT TIME AND IS THEREFORE NOT REQUIRED TO MAKE FORM 1023 PUBLICLY AVAILABLE. THE UNIVERSITY INSTEAD POSTS A COPY OF ITS CURRENT IRS EXEMPTION LETTER ON ITS WEBSITE.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY'S BYLAWS, ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE UNIVERSITY'S WEBSITE.
FORM 990, PART VII, SECTION A, LINE 1A	THE TREASURER OF THE ORGANIZATION IS NOT CONSIDERED A TRUSTEE BUT IS CONSIDERED A MEMBER OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THIS POSITION IS REPORTED AS A DIRECTOR/TRUSTEE ON THE FORM 990 BECAUSE MEMBERS OF THE EXECUTIVE COMMITTEE HAVE THE RIGHT TO VOTE ON CERTAIN BOARD MATTERS.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF ANNUITIES AND TRUSTS 1,655,687. UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS -321,736. TUITION REMISSION NOT RECORDED ON FINANCIAL STATEMENTS 25,000. POST-RETIREMENT LIABILITY ADJUSTMENT -110,536. NONCASH EMPLOYEE BENEFITS NOT RECORDED ON FINANCIAL STATEMENTS 89,847. PLEDGE WRITE OFFS -22,500.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	WILLAMETTE ANGEL FUND LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	900 STATE STREET	AddressLine1Txt
City	SALEM	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97301	ZIPCd

Field	Value	IRS element (for citing)
EIN	271638088	EIN
Primary Activities	INVESTMENT	PrimaryActivitiesTxt
Legal Domicile State	OR	LegalDomicileStateCd
Total Income	-$3,672	TotalIncomeAmt
End Of Year Assets	$928,308	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CENTER FOR CONTEMPORARY ART & CULTURE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 NW BROADWAY	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97209	ZIPCd

Field	Value	IRS element (for citing)
EIN	936028398	EIN
Primary Activities	MUSEUM OF ART	PrimaryActivitiesTxt
Legal Domicile State	OR	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 7	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Direct Controlling NADirectControllingNACd
WUE INVESTMENTS HOLDINGS LP
550 S TRYON ST SUITE 3500	CHARLOTTE	NC	28202	331168742	INVESTMENT	DE	GLOBAL ENDOWMENT MANAGEMENT	EXCLUDED	$2,014,297	$266,086,031	0	$312,681	0	1.00000
PNCA MASTER TENANT LLC
511 NW BROADWAY	PORTLAND	OR	97209	464232527	HOLD, MAINTAIN, AND OPERATE PROPERTY	OR	WILLAMETTE UNIVERSITY	EXCLUDED		$14,401	0		Yes (1)	0.99000
PNCA HOLDINGS LLC
511 NW BROADWAY	PORTLAND	OR	97209	464223421	DEVELOP REAL AND BUSINESS PROPERTY	OR					0		0		N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUSTS (33)
BENEFICIAL INTEREST	OR	N/A	0
IRREVOCABLE NON-QUALIFIED TRUST
BENEFICIAL INTEREST	OR	N/A	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	WUE INVESTMENTS HOLDINGS LP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$24,750,000	InvolvedAmt
Method Of Amount Determination	FAIR MARKET VALUE	MethodOfAmountDeterminationTxt