Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
TEMPLE UNIVERSITY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1805 North Broad Street
Wachman Hall
Room/suite
City or town, state or country, and ZIP + 4
Philadelphia, PA191226094
D Employer identification number

23-1365971
E Telephone number

G Gross receipts $ 2,138,296,000
F Name and address of principal officer:
ANN WEAVER HART - PRESIDENT
same as C above
Philadelphia,PA191226094
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.TEMPLE.EDU
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1884
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TEMPLE UNIVERSITY IS A NATIONAL CENTER OF EXCELLENCE IN TEACHING AND RESEARCH WITH AN INTERNATIONAL PRESENCE. OUR TALENTED FACULTY AND BROAD CURRICULUM OF OVER 300 ACADEMIC PROGRAMS PROVIDE SUPERIOR EDUCATIONAL OPPORTUNITIES FOR ACADEMICALLY TALENTED AND HIGHLY MOTIVATED STUDENTS, WITHOUT REGARD TO THEIR STATION IN LIFE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 36
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 31
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 19,095
6 Total number of volunteers (estimate if necessary) .... 6 35
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 500,000
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 373,732,000 314,730,000
9 Program service revenue (Part VIII, line 2g) ......... 905,738,000 978,019,000
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 31,935,000 32,211,000
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,588,000 11,587,000
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,320,993,000 1,336,547,000
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 107,518,000 106,394,000
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 749,630,000 780,174,000
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet17,428,000    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 357,484,000 392,793,000
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,214,632,000 1,279,361,000
19 Revenue less expenses. Subtract line 18 from line 12....... 106,361,000 57,186,000
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,561,736,000 2,667,847,000
21 Total liabilities (Part X, line 26)............. 1,019,464,000 1,113,859,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,542,272,000 1,553,988,000
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: TEMPLE UNIVERSITY IS A NATIONAL CENTER OF EXCELLENCE IN TEACHING AND RESEARCH WITH AN INTERNATIONAL PRESENCE. OUR TALENTED FACULTY AND BROAD CURRICULUM OF OVER 300 ACADEMIC PROGRAMS PROVIDE SUPERIOR EDUCATIONAL OPPORTUNITIES FOR ACADEMICALLY TALENTED AND HIGHLY MOTIVATED STUDENTS, WITHOUT REGARD TO THEIR STATUS OR STATION IN LIFE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 640,440,000 including grants of $ 11,664,000 ) (Revenue $ 717,798,000 )
INSTRUCTION - AS A COMPREHENSIVE STATE RELATED RESEARCH UNIVERSITY, OUR 39,000 STUDENTS CAN CHOOSE FROM 9 CAMPUSES AND OVER 300 ACADEMIC DEGREE PROGRAMS INCLUDING: 2 ASSOCIATE DEGREE PROGRAMS, 142 BACHELORS PROGRAMS ON-CREDIT COURSES, 125 MASTERS PROGRAMS, 60 DOCTORAL PROGRAMS AND FIRST-PROFESSIONAL DEGREE PROGRAMS IN DENTISTRY, LAW, MEDICINE, PHARMACY, AND PODIATRIC MEDICINE.
4b (Code:   ) (Expenses $ 192,625,000 including grants of $ 11,000 ) (Revenue $ 174,914,000 )
PATIENT CARE - TEMPLE UNIVERSITY HAS APPROXIMATELY 400 FULL-TIME AND PART-TIME FACULTY MEMBERS OF THE TEMPLE UNIVERSITY SCHOOL OF MEDICINE. THESE 400 PHYSICIANS PRACTICE IN 17 ACADEMIC DEPARTMENTS AND INCLUDE VIRTUALLY EVERY SUBSPECIALTY IN MODERN MEDICINE. TEMPLE UNIVERSITY BRINGS TOGETHER THE PHYSICIAN EXPERTISE NECESSARY FOR THE FULL RANGE OF TERTIARY AND QUATERNARY SERVICES IN MODERN MEDICINE. TEMPLE HAS A LONG STANDING REPUTATION FOR EXTRAORDINARY CAPABILITIES IN A WIDE RANGE OF SUBSPECIALTY AREAS. INCREASINGLY, THE UNIVERSITY IS PROJECTING ITS PHYSICIAN PRACTICES OUT INTO THE COMMUNITY. AT PRESENT, WE HAVE OVER A DOZEN OUTREACH SITES IN VARIOUS SUBURBAN LOCATIONS. ADDITIONALLY, THE UNIVERSITY PROVIDES CARE WITHOUT CHARGE OR FOR AMOUNTS LESS THAN ITS ESTABLISHED RATES, TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE UNIVERSITY'S CHARITY CARE POLICY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON FEDERAL POVERTY GUIDELINES OR THEIR FINANCIAL CONDITION BEING SUCH THAT REQUIRING PAYMENT WOULD IMPOSE A HARDSHIP ON THE PATIENT. THE ESTIMATED COSTS INCURRED TO PROVIDE CHARITY CARE DURING THE YEAR WERE $37,117,000.
4c (Code:   ) (Expenses $ 108,013,000 including grants of $ 827,000 ) (Revenue $ 0 )
RESEARCH - THE CARNEGIE FOUNDATION HAS DESIGNATED TEMPLE AS RESEARCH UNIVERSITY-HIGH RESEARCH ACTIVITY, INCLUDING IT AMONG THE TOP UNIVERSITIES IN THE NATION WITH COMPREHENSIVE CURRICULA AND NATIONALLY RECOGNIZED RESEARCH PROGRAMS. TEMPLE RECEIVES RESEARCH FUNDING FROM FEDERAL, STATE, AND LOCAL GOVERNMENT SOURCES, AS WELL AS FOUNDATIONS AND OTHER PRIVATE SOURCES. FEDERAL FUNDING COMES LARGELY FROM THE NATIONAL INSTITUTES OF HEALTH, WITH ADDITIONAL SUPPORT FROM THE DEPARTMENTS OF DEFENSE, EDUCATION, AGRICULTURE, ENERGY, AND JUSTICE. STATE FUNDING COMES FROM A NUMBER OF DEPARTMENTS, INCLUDING AGING, EDUCATION, HEALTH, COMMUNITY AND ECONOMIC DEVELOPMENT, AND PUBLIC WELFARE.
(Code:   ) (Expenses $ 212,492,000 including grants of $ 93,892,000 ) (Revenue $ 91,989,000 )
AUXILIARY ENTERPRISES, SCHOLARSHIPS AND FELLOWSHIPS AND PUBLIC SERVICE AS DESCRIBED BELOW.
4d Other program services (Describe in Schedule O.)
(Expenses $ 212,492,000 including grants of $ 93,892,000 ) (Revenue $ 91,989,000 )
4e Total program service expensesMediumBullet$ 1,153,570,000
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
Yes
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
Yes
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
3,436
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
19,095
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD , IT , JA , UK
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
Yes
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
36
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
31
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
Frank P Annunziato Controller
1805 North Broad Street
Philadelphia,PA191226094
(215) 204-7366
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) HART ANN WEAVER
PRESIDENT
 51.00 X   X       651,898 0 48,040
(2) ALTER DENNIS
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(3) BALLOTS JOAN H
TRUSTEE
 1.00 X           0 0 0
(4) BARRACK LEONARD
TRUSTEE
 1.00 X           0 0 0
(5) BOSCIA JON A
TRUSTEE
 1.00 X           0 0 0
(6) COSBY WILLIAM H JR
TRUSTEE
 1.00 X           0 0 0
(7) DAVIS THEODORE Z
TRUSTEE
 4.00 X           0 0 0
(8) DIAZ NELSON A
TRUSTEE
 1.00 X           0 0 0
(9) DONATUCCI RONALD R
TRUSTEE (COMMONWEALTH APPOINTEE)
 2.00 X           0 0 0
(10) EIDING PATRICK J
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(11) FELGOISE JUDITH A
TRUSTEE
 1.00 X           0 0 0
(12) FOX RICHARD J
TRUSTEE
 4.00 X           0 0 0
(13) GOULD LEWIS F JR
TRUSTEE (COMMONWEALTH APPOINTEE)
 4.00 X           0 0 0
(14) GREENBERG LON R
TRUSTEE
 4.00 X           0 0 0
(15) KATZ LEWIS
TRUSTEE
 4.00 X           0 0 0
(16) LACHS SUSANNA E
TRUSTEE
 1.00 X           0 0 0
(17) LARKIN PATRICK V
TRUSTEE (COMMONWEALTH APPOINTEE)
 2.00 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) LUO SOLOMON C
TRUSTEE
 1.00 X           0 0 0
(19) MARSHALL JOSEPH W III
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(20) MAZO SCOTT
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(21) MCKEE THEODORE A
TRUSTEE
 4.00 X           0 0 0
(22) MCNICHOL CHRISTOPHER W
TRUSTEE (COMMONWEALTH APPOINTEE)
 4.00 X           0 0 0
(23) MILLS J WILLIAM
TRUSTEE
 1.00 X           0 0 0
(24) MORGAN MITCHELL L
TRUSTEE
 4.00 X           0 0 0
(25) O'CONNOR PATRICK J
TRUSTEE (COMMONWEALTH APPOINTEE)
 8.00 X           0 0 0
(26) PERKINS BRET S
TRUSTEE
 1.00 X           0 0 0
(27) POLETT DANIEL H
TRUSTEE
 1.00 X           0 0 0
(28) RICHARDS PHILIP C
TRUSTEE
 1.00 X           0 0 0
(29) ROCK MILTON L
TRUSTEE
 1.00 X           0 0 0
(30) ROVNER ROBERT A
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(31) SCACCETTI JANE
TRUSTEE
 1.00 X           0 0 0
(32) SCIRICA ANTHONY J
TRUSTEE
 1.00 X           0 0 0
(33) SHAH JAY H
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(34) STACK MICHAEL J III
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(35) WHITE JAMES S
TRUSTEE
 1.00 X           0 0 0
(36) WILLIAMS MICHAEL P
TRUSTEE (COMMONWEALTH APPOINTEE)
 1.00 X           0 0 0
(37) BERGMAN WILLIAM T
VP AND CHIEF OF STAFF
 50.00     X       286,035 0 46,262
(38) CREEDON JAMES P
VP - CONSTRUCTION, FACILITIES AND OPERATIONS
 50.00     X       65,763 0 5,962
(39) ENGLERT RICHARD M
PROVOST & SR. VP - ACADEMIC AFFAIRS
 50.00     X       350,801 0 61,820
(40) KAISER LARRY R
SR. EXECUTIVE VP FOR HEALTH AFFAIRS
 20.00     X       1,005,407 0 14,747
(41) LAWRENCE KENNETH JR
SR. VP - GOV'T., COMMUNITY AND PUBLIC AFFAIRS
 50.00     X       240,636 0 47,325
(42) MOORE GEORGE E
SR. VP, UNIVERSITY COUNSEL & SECRETARY
 50.00     X       407,711 0 69,348
(43) OROURKE TIMOTHY
VP - COMPUTER & INFORMATION SERVICES
 50.00     X       344,767 0 68,033
(44) POWELL THERESA A
VP - STUDENT AFFAIRS
 50.00     X       238,533 0 37,674
(45) UNRUH DAVID
SR. VP - INSTITUTIONAL ADVANCEMENT
 50.00     X       364,929 0 42,595
(46) WAGNER ANTHONY E
SR. VP, CFO & TREASURER
 50.00     X       413,645 0 48,040
(47) DALY JOHN M
PHYSICIAN
 50.00         X   725,550 0 49,372
(48) DUNPHY FRANCIS
HEAD COACH - MEN'S BASKETBALL
 50.00         X   659,600 0 43,297
(49) FURUKAWA SATOSHI
PHYSICIAN
 50.00         X   711,498 0 43,424
(50) JUNGREIS CHARLES
PHYSICIAN
 50.00         X   686,657 0 40,769
(51) LOFTUS CHRISTOPHER
PHYSICIAN
 50.00         X   821,869 0 40,769
(52) EDMOND NOTEBAERT
EX SR. VP
 0.00           X 500,000 0 0
(53) REINSTEIN ROBERT J
FORMER VICE PRESIDENT
 50.00           X 298,825 0 48,512
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 8,774,124 0 755,989
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,347
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SODEXO INC AND AFFILIATES
PO BOX 352
BUFFALO,NY14240 		FOOD SERVICE MANAGEMENT 19,670,000
ALLIED BARTON SECURITY SERVICE
POST OFFICE BOX 828854
PHILADELPHIA,PA191820001 		SECURITY SERVICES 7,695,000
EPIC SYSTEMS CORPORATION
BOX 88314
MILWAUKEE,WI532880001 		SOFTWARE SERVICES 2,475,000
HAYES MANAGEMENT CONSULTING
1320 CENTRE STREET SUITE 402
NEWTOWN CENTER,MA024592564 		CONSULTING SERVICES 2,423,000
GLOBAL SPECTRUM
1776 NORTH BROAD STREET
PHILADELPHIA,PA191213406 		MANAGEMENT SERVICES 2,201,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet113
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 0
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 0
e Government grants (contributions)1e 255,000,000
f All other contributions, gifts, grants, and
similar amounts not included above1f 		59,730,000
g Noncash contributions included in lines 1a-1f:$ 2,043,000
h Total. Add lines 1a-1f.......MediumBullet 314,730,000
Program Service Revenue Business Code
2a TUITION AND FEES 611,310 709,686,000 709,686,000 0 0
b SALES AND SERVICES OF EDUCTIONAL ACTIVITIES 611,310 8,112,000 8,112,000 0 0
c AUXILIARY ENTERPRISES 611,310 85,307,000 84,807,000 500,000 0
d PATIENT CARE ACTIVITIES 611,310 174,914,000 174,914,000 0 0
e
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 978,019,000
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 15,704,000 0 0 15,704,000
4 Income from investment of tax-exempt bond proceeds..MediumBullet 4,172,000 0 0 4,172,000
5 Royalties............MediumBullet 2,578,000 0 0 2,578,000
(i) Real (ii) Personal
6a Gross rents 3,509,000 0
b Less: rental expenses 1,679,000 0
c Rental income or (loss) 1,830,000 0
d Net rental income or (loss).......MediumBullet 1,830,000 0 0 1,830,000
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 812,405,000 0
b Less: cost or other basis and sales expenses 800,070,000 0
c Gain or (loss) 12,335,000 0
d Net gain or (loss)..........MediumBullet 12,335,000 0 0 12,335,000
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances .
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Miscellaneous Revenue Business Code
11a OTHER 611,310 7,179,000 7,179,000 0 0
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ......MediumBullet 7,179,000
12 Total revenue. See Instructions....MediumBullet 1,336,547,000 984,698,000 500,000 36,619,000
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 8,443,000 8,443,000
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 97,951,000 97,951,000
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 5,150,000   4,760,000 390,000
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 799,000   799,000  
7 Other salaries and wages 612,394,000 542,803,000 62,360,000 7,231,000
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 33,907,000 29,192,000 3,829,000 886,000
9 Other employee benefits ....... 91,807,000 79,448,000 11,317,000 1,042,000
10 Payroll taxes ........... 36,117,000 31,108,000 4,168,000 841,000
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 2,853,000 519,000 2,333,000 1,000
c Accounting ........... 446,000 37,000 409,000  
d Lobbying ........... 354,000 354,000    
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 2,081,000 491,000 1,585,000 5,000
g Other .......... 0      
12 Advertising and promotion .... 4,503,000 4,154,000 253,000 96,000
13 Office expenses ....... 118,276,000 112,358,000 254,000 5,664,000
14 Information technology ...... 29,276,000 23,880,000 5,305,000 91,000
15 Royalties .. 1,249,000 1,234,000 15,000  
16 Occupancy ........... 66,787,000 66,763,000 -1,000 25,000
17 Travel ............ 15,200,000 14,137,000 695,000 368,000
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 77,000 77,000    
19 Conferences, conventions, and meetings .... 1,153,000 1,174,000 -35,000 14,000
20 Interest ........... 19,909,000 19,399,000 510,000  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 71,108,000 71,108,000    
23 Insurance .............. 14,932,000 6,901,000 8,031,000  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a BAD DEBTS - HEALTH CARE 22,206,000 22,206,000    
b BAD DEBTS - STUDENT AND OTHER 6,102,000 6,102,000    
c LOSS ON DISPOSAL OF FIXED ASSETS 1,053,000   1,053,000  
d OTHER 15,228,000 13,731,000 723,000 774,000
e
f All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24f 1,279,361,000 1,153,570,000 108,363,000 17,428,000
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 106,000 1 111,000
2 Savings and temporary cash investments ....... 128,455,000 2 135,272,000
3 Pledges and grants receivable, net ......... 58,209,000 3 53,364,000
4 Accounts receivable, net ......... 105,512,000 4 131,298,000
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 100,000 5 75,000
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 48,963,000 7 48,537,000
8 Inventories for sale or use .............. 1,629,000 8 1,485,000
9 Prepaid expenses and deferred charges ............ 14,152,000 9 9,282,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,987,775,000
b Less: accumulated depreciation. ..... 10b 818,585,000 1,086,354,000 10c 1,169,190,000
11 Investments—publicly traded securities .......... 913,686,000 11 932,290,000
12 Investments—other securities. See Part IV, line 11 ...... 28,442,000 12 52,650,000
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 176,128,000 15 134,293,000
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,561,736,000 16 2,667,847,000
Liabilities 17 Accounts payable and accrued expenses . 314,365,000 17 418,344,000
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 58,460,000 19 59,680,000
20 Tax-exempt bond liabilities .......... 637,260,000 20 623,078,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 1,390,000 21 1,727,000
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 7,989,000 23 11,030,000
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 0 25 0
26 Total liabilities. Add lines 17 through 25..... 1,019,464,000 26 1,113,859,000
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 1,252,134,000 27 1,268,721,000
28 Temporarily restricted net assets ..... 81,516,000 28 75,452,000
29 Permanently restricted net assets ..... 208,622,000 29 209,815,000
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ..... 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 0 32 0
33 Total net assets or fund balances ..... 1,542,272,000 33 1,553,988,000
34 Total liabilities and net assets/fund balances ..... 2,561,736,000 34 2,667,847,000
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
1,336,547,000
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,279,361,000
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
57,186,000
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,542,272,000
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-45,470,000
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
1,553,988,000
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID: 11000230
Software Version: v2011.1.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
TEMPLE UNIVERSITY
  		Employer identification number

23-1365971
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
TEMPLE UNIVERSITY
  		Employer identification number

23-1365971
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
TEMPLE UNIVERSITY
  		Employer identification number

23-1365971
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID: 11000230
Software Version: v2011.1.0
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
0
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
347,000
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
16,000
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
363,000
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Description of the activities reported on Lines 1a through 1i Schedule C, Part II-B, Line 1 A DIMINISHING PORTION OF THE UNIVERSITY'S REVENUES ARE DERIVED FROM APPROPRIATION LEGISLATION ENACTED BY THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY RESPONDS TO INFORMATION REQUESTS FROM THE STATE ASSEMBLY, AND ATTEMPTS TO ASSURE THAT THE AMOUNT OF THE COMMONWEALTH APPROPRIATION IS SUFFICIENT TO MEET THE UNIVERSITY'S NEEDS. IN ADDITION, THE UNIVERSITY WILL OCCASIONALLY REQUEST VARIANCES IN LOCAL ORDINANCES IN ORDER TO FACILITATE CAMPUS IMPROVEMENTS AND CAPITAL CONSTRUCTION. TO ACCOMPLISH THESE OBJECTIVES THE UNIVERSITY ENGAGES THE SERVICES OF INDEPENDENT CONTRACTORS WHO PROVIDE INFORMATION TO INFLUENCE FEDERAL LEGISLATION AND REGULATIONS ON MATTERS DIRECTLY AFFECTING THE UNIVERSITY'S EXEMPT PURPOSE.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 317,834,000 271,174,000 241,092,000 265,869,000
b Contributions ........ 1,706,000 11,123,000 15,671,000 11,746,000
c Net investment earnings, gains, and losses ... -4,480,000 45,572,000 24,339,000 -26,882,000
d Grants or scholarships ..... 10,474,000 10,035,000 9,928,000 9,921,000
e Other expenditures for facilities
and programs ........ 		  0 0 -280,000
f Administrative expenses ....   0 0 0
g End of year balance ...... 304,586,000 317,834,000 271,174,000 241,092,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet17.480 %
b
Permanent endowment SchDMd Bullet69.850 %
c
Temporarily restricted endowment SchDMd Bullet12.670 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   67,774,000 67,774,000
b Buildings ................   1,214,662,000 473,319,000 741,343,000
c Leasehold improvements ............   26,310,000 17,229,000 9,081,000
d Equipment ................   538,307,000 328,037,000 210,270,000
e Other .................   140,722,000   140,722,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,169,190,000
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) SELF-INSURANCE TRUST FUNDS 4,418,000
(2) DEPOSITS WITH TRUSTEES 103,457,000
(3) FUNDS HELD IN TRUST WITH OTHERS 26,418,000






Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 134,293,000
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Collections of art - description of collections Schedule D, Part III, Line 4 TEMPLE UNIVERSITY'S BLOCKSON COLLECTION IS COMPRISED OF MATERIALS THAT DATE FROM 1581 TO THE PRESENT. IT IS AMONG THE LARGEST COLLECTION OF ITEMS RELATING TO THE AFRICAN DIASPORA EXPERIENCE AND THIS IS THE FIRST CATALOG BY AN AFRICAN-AMERICAN BIBLIOPHILE TO BE PUBLISHED BY A MAJOR UNIVERSITY. THE MASSIVE VOLUME RECORDS APPROXIMATELY 11,000 ENTRIES. THE UNIVERSITY LIBRARIES HOLD MORE THAN ONE THOUSAND MANUSCRIPT AND ARCHIVAL COLLECTIONS WHICH IN AGGREGATE NUMBER MORE THAN 25 MILLION PIECES, INCLUDING FOR INSTANCE THE PHILADELPHIA JEWISH ARCHIVE AND THE PHILADELPHIA EVENING BULLETIN COLLECTION OF OVER 5 MILLION PHOTOGRAPHS AS WELL AS LITERARY MANUSCRIPT COLLECTIONS. THE LIBRARIES ALSO HOLD APPROXIMATELY 90,000 RARE BOOKS. THESE HISTORICAL ITEMS ARE USED FOR STUDY AND RESEARCH BY OUR STUDENTS AND FACULTY.
Explanation of escrow agreement Schedule D, Part IV, Line 2b AGENCY FUNDS MAY BE ESTABLISHED FOR OUTSIDE ACTIVITIES THAT SUPPORT OR ENHANCE THE MISSION OF THE UNIVERSITY AND WHERE THERE IS MUTUAL BENEFIT IN THE UNIVERSITY ACTING AS FISCAL AGENT FOR THE PRINCIPAL. THE ACTIVITIES MUST DIRECTLY OR INDIRECTLY PROVIDE SERVICES OR BENEFITS TO THE UNIVERSITY'S PROGRAMS OR TO ITS STUDENTS, STAFF, PATIENTS, OR FACULTY.
Intended uses of endowment funds Schedule D, Part V, Line 4 TEMPLE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE FUNDS IN SUPPORT OF THE ITS MISSION, SUCH AS SCHOLARSHIPS AND ENDOWED CHAIRS.
FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 SUBSTANTIALLY ALL OF THE INDIVIDUAL MEMBERS OF THE UNIVERSITY ARE NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2012, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. GAAP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0




SCHEDULE E(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990, Part IV, line 13,or Form 990-EZ, Part VI, line 48.Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
Yes
 
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) 2011
Schedule E (Form 990 or 990EZ) 2011
Page 2
Part II
Supplemental Information
Complete this part to provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also complete this part to provide any other additional information (see instructions).
Identifier Return Reference Explanation
Financial aid or assistance from a governmental agency Schedule E, Line 6a SCHEDULE E, QUESTION 6(A) - FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT AGENCY: TEMPLE UNIVERSITY RECEIVES AN ANNUAL APPROPRIATION FROM THE COMMONWEALTH OF PENNSYLVANIA IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL AND GENERAL OPERATIONS. ADDITIONALLY, THE UNIVERSITY RECEIVES FEDERAL SUPPORT IN THE FORM OF PELL GRANTS, PERKINS LOANS AND OTHER FEDERAL FUNDS, AS WELL AS FUNDS FROM THE COMMONWEALTH AND VARIOUS LOCAL AGENCIES. THESE FUNDS ARE AWARDED TO TEMPLE'S STUDENTS BASED ON NEED OR ACADEMIC ACHIEVEMENT.
Revocation or suspension of governmental aid or assistance Schedule E, Line 6b FINANCIAL AID WAS TEMPORARILY SUSPENDED FROM THE HPL PROGRAM IN THE DENTAL, MEDICAL AND PHARMACY SCHOOLS FOR THE PERIOD DECEMBER 31,1984 THRU JUNE 30,1985 FOR FAILURE TO MEET FEDERALLY DEFINED DEFAULT RATES. AS OF JULY 1,1985 THE UNIVERSITY HAS MET THE FEDERALLY DEFINED DEFAULT RATES AND THE SUSPENSION HAS BEEN LIFTED.
Schedule E (Form 990 or 990-EZ) 2011
Additional Data


Software ID: 11000230
Software Version: v2011.1.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
EAST ASIA AND THE PACIFIC 1 10 PROGRAM SERVICES INSTRUCTION AT CAMPUS IN TOKYO, JAPAN 789,000
EUROPE (INCLUDING ICELAND AND GREENLAND) 2 10 PROGRAM SERVICES INSTRUCTION AT CAMPUSES IN ROME, ITALY AND LONDON, ENGLAND 5,079,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 3 20 5,868,000
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
Procedures for monitoring use of grant funds Schedule F, Part I, Line 2 TEMPLE RECEIVES AUDITED FINANCIAL STATEMENTS FROM ITS WHOLLY OWNED SUBSIDIARY TEMPLE EDUCATIONAL SUPPORT SERVICES (TESS), LOCATED IN TOKYO, JAPAN . PAYMENTS TO TESS ARE IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL MISSION. TEMPLE RECEIVES FINANCIAL REPORTS FROM ITS CAMPUSES IN ROME AND LONDON. ALL PAYMENTS ARE IN SUPPORT OF THE UNIVERSITY'S EDUCATIONAL MISSION.
Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID: 11000230
Software Version: v2011.1.0



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number
23-1365971
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) ALBERT EINSTEIN MEDICAL CENTER5501 OLD YORK ROAD
PHILADELPHIA,PA19141 		23-1396754 501 (C)(3) 14,000 0     RESEARCH - SUBCONTRACT
(2) ALIANZA DOMINICANA INC2410 AMSTERDAM AVE
NEW YORK,NY10033 		13-3402057 N/A 15,000 0     RESEARCH - SUBCONTRACT
(3) ARCADIA UNIVERSITY450 SOUTH EASTON ROAD
GLENSIDE,PA19038 		23-1352620 501 (C)(3) 8,000 0     RESEARCH - SUBCONTRACT
(4) ARIZONA STATE UNIVERSITY699 SOUTH MILL AVENUE
TEMPE,AZ85281 		86-0196696 501 (C)(3) 83,000 0     RESEARCH - SUBCONTRACT
(5) ASIAN COMMUNITY CANCER COALITION1106 BUTTONWOOD STREET UNIT A
PHILADELPHIA,PA19123 		05-0570918 501 (C)(3) 49,000 0     RESEARCH - SUBCONTRACT
(6) BALTIMORE COMMUNITY FOUNDATION2 EAST READ STREET
BALTIMORE,MD21202 		23-7180620 501 (C)(3) 15,000 0     RESEARCH - SUBCONTRACT
(7) BIOQUAL INCORPORATED9600 MEDICAL CENTER DRIVE
ROCKVILLE,MD20850 		13-3078199 N/A 355,000 0     RESEARCH - SUBCONTRACT
(8) BRIGHAM YOUNG UNIVERSITY150 EAST BULLDOG BOULEVARD
PROVO,UT84602 		87-0217280 501 (C)(3) 14,000 0     RESEARCH - SUBCONTRACT
(9) CANCER SUPPORT COMMUNITY1050 17TH STREET NORTHEAST
WASHINGTON,DC20036 		95-4163931 501 (C)(3) 34,000 0     RESEARCH - SUBCONTRACT
(10) CARNEGIE MELLON UNIVERSITYPO BOX 371032M
PITTSBURGH,PA15250 		25-0969449 501 (C)(3) 138,000 0     RESEARCH - SUBCONTRACT
(11) CENTER FOR ASSESSMENT AND POLICY DEVELOPMENT268 BARREN HILL ROAD
CONSHOHOCKEN,PA19428 		23-2525512 501 (C)(3) 30,000 0     RESEARCH - SUBCONTRACT
(12) CENTER FOR INDEPENDENT LIVING OF NORTH CENTRAL PA210 MARKET ST SUITE A
WILLIAMSPORT,PA17701 		23-2926556 501 (C)(3) 22,000 0     RESEARCH - SUBCONTRACT
(13) CHILDRENS HOSPITAL OF PHILADELPHIA34TH ST AND CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		23-1352166 501 (C)(3) 32,000 0     RESEARCH - SUBCONTRACT
(14) CHILDRENS RESEARCH INSTITUTE111 MICHIGAN AVE NW
WASHINGTON,DC20010 		52-1654453 501 (C)(3) 26,000 0     RESEARCH - SUBCONTRACT
(15) CINCINNATI CHILDRENS HOSPITAL MEDIC3333 BURNET AVENUE
CINCINNATI,OH45229 		31-0537130 501 (C)(3) 371,000 0     RESEARCH - SUBCONTRACT
(16) COLUMBIA UNIVERSITY615 WEST 131ST STREET
NEW YORK,NY10027 		13-5598093 501 (C)(3) 133,000 0     RESEARCH - SUBCONTRACT
(17) COMMUNITY RESOURCES FOR INDEPENDENC3410 WEST 12TH STREET
ERIE,PA16505 		25-1640170 501 (C)(3) 16,000 0     RESEARCH - SUBCONTRACT
(18) CONGRESO DE LATINOS UNIDOS INC216 WEST SOMERSET STREET
PHILADELPHIA,PA19133 		23-2051143 501 (C)(3) 11,000 0     RESEARCH - SUBCONTRACT
(19) DISTRICT 1199C100 SOUTH BROAD STREET
PHILADELPHIA,PA19110 		501 (C)(3) 266,000 0     RESEARCH - SUBCONTRACT
(20) DIVERSE PRODUCTIONS INCORPORATED404 WEST MERMAID LANE
PHILADELPHIA,PA19118 		N/A 7,000 0     RESEARCH - SUBCONTRACT
(21) DREXEL UNIVERSITY3141 CHESTNUT STREET
PHILADELPHIA,PA19103 		23-1352630 501 (C)(3) 170,000 0     RESEARCH - SUBCONTRACT
(22) DUKE UNIVERSITYBOX 90754
DURHAM,NC27708 		56-0532129 501 (C)(3) 135,000 0     RESEARCH - SUBCONTRACT
(23) EDUCATORS FOR SOCIAL RESPONSIBILITY INCORPORATED23 GARDEN STREET
CAMBRIDGE,MA02138 		04-2764204 501 (C)(3) 7,000 0     RESEARCH - SUBCONTRACT
(24) ELP CONSULTANTS1206 NW 31ST STREET
LAWTON,OK73505 		N/A 31,000 0     RESEARCH - SUBCONTRACT
(25) EMORY UNIVERSITY1599 CLIFTON DECATUR ROAD
ATLANTA,GA30322 		58-0566256 501 (C)(3) 163,000 0     RESEARCH - SUBCONTRACT
(26) FOX CHASE CANCER CENTER333 COTTMAN AVENUE
PHILADELPHIA,PA19111 		23-2003072 501 (C)(3) 259,000 0     RESEARCH - SUBCONTRACT
(27) FRED HUTCHINSON CANCER RESEARCH CEN1100 FAIRVIEW AVE NORTH
SEATTLE,WA98109 		23-7156071 501 (C)(3) 205,000 0     RESEARCH - SUBCONTRACT
(28) GEORGE MASON UNIVERSITY4400 UNIVERSITY DRIVE
FAIRFAX,VA22030 		54-1603842 501 (C)(3) 26,000 0     RESEARCH - SUBCONTRACT
(29) GOOD SHEPHERD REHABILITATION HOSPIT850 S 5TH STREET
ALLENTOWN,PA18103 		23-1371947 501 (C)(3) 16,000 0     RESEARCH - SUBCONTRACT
(30) HORIZON HOUSE3275 STOKLEY STREET
PHILADELPHIA,PA19129 		23-1413304 501 (C)(3) 9,000 0     RESEARCH - SUBCONTRACT
(31) HOSPITAL FOR SPECIAL SURGERY535 EAST 70TH STREET
NEW YORK,NY10021 		13-6714749 501 (C)(3) 6,000 0     RESEARCH - SUBCONTRACT
(32) HUMAN SERVICES RESEARCH INSTITUTE2336 MASSACHUSETTS AVE
CAMBRIDGE,MA02140 		52-1039368 501 (C)(3) 37,000 0     RESEARCH - SUBCONTRACT
(33) JOHNS HOPKINS UNIVERSITYGARLAND HALL SUITE 300
BALTIMORE,MD21218 		52-0595110 501 (C)(3) 51,000 0     RESEARCH - SUBCONTRACT
(34) KALAMAZOO COMMUNITY FOUNDATION151 SOUTH ROSE ST
KALAMAZOO,MI49007 		38-3333202 501 (C)(3) 20,000 0     RESEARCH - SUBCONTRACT
(35) LIBERTY RESOURCES714 MARKET STREET
PHILADELPHIA,PA19106 		22-2483916 501 (C)(3) 12,000 0     RESEARCH - SUBCONTRACT
(36) LOUISIANA STATE UNIVERSITY433 BOLIVAR STREET
NEW ORLEANS,LA70112 		72-6000848   14,000 0     RESEARCH - SUBCONTRACT
(37) MANGIONE ENTERPRISES OF TURF VALLEY2700 TURF VALLEY ROAD
ELLICOTT CITY,MD21042 		N/A 32,000 0     RESEARCH - SUBCONTRACT
(38) MASSACHUSETTS INSTITU77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		04-2103594 501 (C)(3) 7,000 0     RESEARCH - SUBCONTRACT
(39) MENTAL HEALTH ASSOCIATION OF SOUTHEASTERN PENNSYLVANIA3119 SPRING GARDEN STREET
PHILADELPHIA,PA19107 		23-1425035 501 (C)(3) 51,000 0     RESEARCH - SUBCONTRACT
(40) METROPOLITAN STATE COLLEGE OF DENVER FOUNDATION INC1111 WEST COLFAX AVENUE
DENVER,CO80237 		84-0576459 501 (C)(3) 53,000 0     RESEARCH - SUBCONTRACT
(41) MID-CONTINENT RESEARCH FOR EDUCATION & LEARNING4601 DTC BOULEVARD SUITE 500
DENVER,CO80237 		43-0837728 501 (C)(3) 25,000 0     RESEARCH - SUBCONTRACT
(42) MILLERSVILLE UNIVERSITYPO BOX 1002
MILLERSVILLE,PA17551 		23-2397926 501 (C)(3) 7,000 0     RESEARCH - SUBCONTRACT
(43) NATIONAL CENTER FOR FAMILY RECOVERY607 EAST SEDGWICK ST
PHILADELPHIA,PA19119 		20-8030809 N/A 27,000 0     RESEARCH - SUBCONTRACT
(44) NEW YORK UNIVERSITY25 WEST 4TH STREET
MANHATTAN,NY10001 		13-5562308   99,000 0     RESEARCH - SUBCONTRACT
(45) NORTH DAKOTA STATE UNIVERSITY1735 RESEARCH PARK DRIVE NORTH
FARGO,ND58108 		  96,000 0     RESEARCH - SUBCONTRACT
(46) NORTHLAND FOUNDATION202 WEST SUPERIOR ST
DULUTH,MN58802 		41-1554455 501 (C)(3) 27,000 0     RESEARCH - SUBCONTRACT
(47) NORTHWESTERN UNIVERSITY633 CLARK STREET
EVANSTON,IL60208 		36-2167817 501 (C)(3) 873,000 0     RESEARCH - SUBCONTRACT
(48) ORANGE COUNTY COMMUNITY FOUNDATION4041 MACARTHUR BLVD SUITE 510
NEWPORT BEACH,CA92660 		33-0378778 501 (C)(3) 25,000 0     RESEARCH - SUBCONTRACT
(49) PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION1004 W 9TH AVENUE
KING OF PRUSSIA,PA19406 		23-2953796 501 (C)(3) 18,000 0     RESEARCH - SUBCONTRACT
(50) PHILADELPHIA FIGHT1233 LOCUST ST
PHILADELPHIA,PA19107 		23-2625934 501 (C)(3) 222,000 0     RESEARCH - SUBCONTRACT
(51) PHILADELPHIA WORKFORCE DEVELOPMENT1617 JFK BLVD
PHILADELPHIA,PA19103 		23-2110474 501 (C)(3) 51,000 0     RESEARCH - SUBCONTRACT
(52) RTI INTERNATIONAL3040 E CORNWALLIS RD
RESEARCH TRIANGLE PARK,NC27709 		56-0686338 N/A 95,000 0     RESEARCH - SUBCONTRACT
(53) SAINT CLOUD STATE UNIVERSITY720 4TH AVENUE SOUTH
ST CLOUD,MN56301 		41-1687554 501 (C)(3) 12,000 0     RESEARCH - SUBCONTRACT
(54) SHAPIRO ASSOCIATES245 FIFTH AVENUE
NEW YORK,NY10016 		26-2393310 N/A 12,000 0     RESEARCH - SUBCONTRACT
(55) SHIPPENSBURG UNIVERSITY1871 OLD MAIN DRIVE
SHIPPENSBURG,PA17257 		  9,000 0     RESEARCH - SUBCONTRACT
(56) THE CENTER FOR SPORT PSYCHOLOGY255 S 17TH STREET SUITE 1408
PHILADELPHIA,PA19103 		26-4263646 501 (C)(3) 6,000 0     RESEARCH - SUBCONTRACT
(57) THE FOOD TRUST1617 JFK BOULEVARD SUITE 900
PHILADELPHIA,PA19103 		23-2678383 501 (C)(3) 13,000 0     RESEARCH - SUBCONTRACT
(58) THE OMG CENTER FOR COLLABORATIVE LE1528 WALNUT ST
PHILADELPHIA,PA19102 		N/A 28,000 0     RESEARCH - SUBCONTRACT
(59) THIRD SECTOR NEW ENGLAND INCLINCOLN PLAZA 89 SOUTH ST
BOSTON,MA02111 		04-2261109 501 (C)(3) 27,000 0     RESEARCH - SUBCONTRACT
(60) THOMAS JEFFERSON UNIVERSITY HOSPITAL111 S 11TH ST
PHILADELPHIA,PA19107 		23-2829095 501 (C)(3) 10,000 0     RESEARCH - SUBCONTRACT
(61) THREE RIVERS CENTER FOR INDEPENDENT LIVING FOUNDATION900 REBECCA AVE
PITTSBURGH,PA15221 		25-1549224 501 (C)(3) 37,000 0     RESEARCH - SUBCONTRACT
(62) TRANS DESC NEW YORK UNIVERSITY DA
 
  		N/A 117,000 0     RESEARCH - SUBCONTRACT
(63) TRI-COUNTY PATRIOTS FOR INDEPENDENT LIVING69 EAST BEAU ST
WASHINGTON,PA15301 		25-1622789 501 (C)(3) 13,000 0     RESEARCH - SUBCONTRACT
(64) TRIUMPH COMMUNITY DEVELOPMENT CORP1648 WEST HUNTING PARK AVE
PHILADELPHIA,PA19140 		23-2814409 501 (C)(3) 13,000 0     RESEARCH - SUBCONTRACT
(65) UNITED CEREBRAL PALSY OF CENTRAL PENNSYLVANIA1660 L STREET NW SUITE 700
WASHINGTON,DC20036 		20-3568840 501 (C)(3) 114,000 0     RESEARCH - SUBCONTRACT
(66) UNIVERSITY OF CALIFORNIA2223 FULTON STREET
BERKELEY,CA94720 		94-6002123   118,000 0     RESEARCH - SUBCONTRACT
(67) UNIVERSITY OF CALIFORNIA IRVINE5171 CALIFORNIA AVENUE
IRVINE,CA92697 		95-2226406   141,000 0     RESEARCH - SUBCONTRACT
(68) UNIVERSITY OF CHICAGO5747 S ELLIS AVE NO 122
CHICAGO,IL60637 		36-2177139 501 (C)(3) 1,393,000 0     RESEARCH - SUBCONTRACT
(69) UNIVERSITY OF FLORIDAW UNIVERSITY AVE
GAINSVILLE,FL32601 		59-6002052 501 (C)(3) 124,000 0     RESEARCH - SUBCONTRACT
(70) UNIVERSITY OF MARYLAND3112 LEE BUILDING
COLLEGE PARK,MD20742 		52-6002033 501 (C)(3) 200,000 0     RESEARCH - SUBCONTRACT
(71) UNIVERSITY OF MASSACHUSETTS225 FRANKLIN STREET
BOSTON,MA02110 		04-3167352 501 (C)(3) 186,000 0     RESEARCH - SUBCONTRACT
(72) UNIVERSITY OF MEDICINE AND DENTISTRY OF NEW JERSEY195 LITTLE ALBANY STREET
NEW BRUNSWICK,NJ08901 		22-1775306 501 (C)(3) 66,000 0     RESEARCH - SUBCONTRACT
(73) UNIVERSITY OF NEBRASKA MEDICAL CENTER42ND AND EMILE STREET
OMAHA,NE68198 		47-0049123 501 (C)(3) 84,000 0     RESEARCH - SUBCONTRACT
(74) UNIVERSITY OF NEW MEXICO900 CAMINO DE SALUD NE
ALBUQUERQUE,NM87131 		85-6000642 501 (C)(3) 8,000 0     RESEARCH - SUBCONTRACT
(75) UNIVERSITY OF NEW ORLEANS2000 LAKESHORE DRIVE
NEW ORLEANS,LA70112 		  82,000 0     RESEARCH - SUBCONTRACT
(76) UNIVERSITY OF NORTH CAROLINA116 S BOUNDARY ST
CHAPEL HILL,NC27514 		56-6001393 501 (C)(3) 97,000 0     RESEARCH - SUBCONTRACT
(77) UNIVERSITY OF NORTH TEXAS HEALTH SCIENCE CENTER HEALTH SYSTEMS3500 CAMP BOWIE BOULEVARD
FORT WORTH,TX76107 		71-0986983 501 (C)(3) 210,000 0     RESEARCH - SUBCONTRACT
(78) UNIVERSITY OF PENNSYLVANIA3440 MARKET STREET
PHILADELPHIA,PA19104 		23-1352685 501 (C)(3) 290,000 0     RESEARCH - SUBCONTRACT
(79) UNIVERSITY OF PITTSBURGH4200 FIFTH AVENUE
PITTSBURGH,PA15260 		25-0965591 501 (C)(3) 42,000 0     RESEARCH - SUBCONTRACT
(80) UNIVERSITY OF SOUTH FLORIDA4202 EAST FOWLER AVE
TAMPA,FL33620 		59-6001874 501 (C)(3) 285,000 0     RESEARCH - SUBCONTRACT
(81) UNIVERSITY OF SOUTHERN CALIFORNIA3501 TROUSDALE PARKWAY
LOS ANGELES,CA90001 		95-1642394 501 (C)(3) 18,000 0     RESEARCH - SUBCONTRACT
(82) UNIVERSITY OF THE SCIENCES IN PHILA600 SOUTH 43RD STREET
PHILADELPHIA,PA19104 		23-1352668 501 (C)(3) 6,000 0     RESEARCH - SUBCONTRACT
(83) WAKE FOREST UNIVERSITYMEDICAL CENTER BLVD
WINSTON SALEM,NC27157 		56-0532138 501 (C)(3) 11,000 0     RESEARCH - SUBCONTRACT
(84) WEST CHESTER UNIVERSITY700 SOUTH CHURCH STREET
WEST CHESTER,PA19383 		  10,000 0     RESEARCH - SUBCONTRACT
(85) WESTERN JUSTICE CENTER FOUNDATION55 SOUTH GRAND AVENUE
PASADENA,CA91105 		95-4176583 501 (C)(3) 28,000 0     RESEARCH - SUBCONTRACT
(86) WUHAN CENTERS FOR DISEASE PREVENTIOC/O TU GRANT ACCTG
PHILADELPHIA,PA19122 		501 (C)(3) 116,000 0     RESEARCH - SUBCONTRACT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
79
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
7
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) SCHOLARSHIPS AND TUITION REMISSION TO ATTEND TEMPLE UNIVERSITY 18000 97,951,000 0    













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 FINANCIAL AID ELIGIBILITY REQUIREMENTS * COMPLETE THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) ANNUALLY AND AS EARLY AS JANUARY 1 (TEMPLE'S PRIORITY DEADLINE IS MARCH 1) * SIGN STATEMENTS ON THE FAFSA STATING THAT: * YOU ARE NOT IN DEFAULT ON A FEDERAL STUDENT LOAN AND DO NOT OWE MONEY ON A FEDERAL STUDENT GRANT AND * YOU WILL USE FEDERAL STUDENT AID ONLY FOR EDUCATIONAL PURPOSES * COMPLY WITH TEMPLE UNIVERSITY'S SATISFACTORY ACADEMIC PROGRESS STANDARDS * REMAIN IN GOOD STANDING ON EDUCATIONAL LOANS AND GRANTS PER THE NATIONAL STUDENT LOAN DATABASE SYSTEM (NSLDS) * REMAIN ENROLLED AT LEAST PART-TIME PER SEMESTER FOR FEDERAL LOANS (6 CREDITS AS AN UNDERGRADUATE STUDENT AND 4.5 CREDITS AS A GRADUATE STUDENT) * BE ENROLLED IN AN ELIGIBLE DEGREE PROGRAM AT TEMPLE UNIVERSITY * BE A CITIZEN OR ELIGIBLE NON-CITIZEN WITH A VALID SOCIAL SECURITY NUMBER * HAVE A HIGH SCHOOL DIPLOMA * BE REGISTERED FOR THE SELECTIVE SERVICE IF YOU ARE MALE AND 18-25 YEARS OF AGE * COMPLY WITH ANY AND ALL FEDERAL VERIFICATION REQUESTS MADE BY STUDENT FINANCIAL SERVICES RESEARCH ADMINISTRATION PROCESSING AN AWARD - NEGOTIATION OF SUBAWARD(S) IF THE UNIVERSITY RECEIVES AN AWARD AND A PORTION OF THE ACTIVITY IS TO BE SUB-CONTRACTED TO ANOTHER ENTITY, SPONSORED PROGRAMS ASSISTS THE PI IN DEVELOPMENT OF A SUB-CONTRACT WHICH OUTLINES THE SUB-CONTRACTOR'S ROLE IN MEETING THE REQUIREMENTS OF THE AWARD. SPONSORED PROGRAMS FORWARDS THE SUB-CONTRACT TO THE SUB-CONTRACTOR FOR REVIEW AND SIGNATURE. UPON RETURN OF THE EXECUTED DOCUMENT, THE PI SHOULD COMPLETE A FINANCIAL IMPACT STATEMENT. SPONSORED PROGRAMS FORWARDS THE SUB-CONTRACT AND FINANCIAL IMPACT STATEMENT TO UNIVERSITY COUNSEL, WHERE REVIEW AND APPROPRIATE SIGNATURE(S) AND SEAL (IF NECESSARY) ARE OBTAINED. WHEN THE UNIVERSITY IS THE RECIPIENT OF A SUB-CONTRACT SIMILAR PROCEDURES ARE FOLLOWED.
Description of non-monetary Support Schedule I, Part III, Column B SCHOLARSHIPS AND TUITION REMISSION TO ATTEND TEMPLE UNIVERSITY, 18000 RECIPIENTS: COUNT OF STUDENT IDENTIFICATION NUMBERS IMBEDDED IN THE TRANSACTION DETAIL OF THE UNIVERSITY'S SCHOLARSHIPS GENERAL LEDGER ACCOUNT.
Schedule I (Form 990) 2011


Additional Data


Software ID: 11000230
Software Version: v2011.1.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) EDMOND NOTEBAERT (i)
(ii)		 500,000
0 		0
0 		0
0 		0
0 		0
0 		500,000
0 		0
0
(2) HART ANN WEAVER (i)
(ii)		 576,898
0 		0
0 		75,000
0 		32,489
0 		15,551
0 		699,938
0 		0
0
(3) BERGMAN WILLIAM T (i)
(ii)		 281,035
0 		0
0 		5,000
0 		30,711
0 		15,551
0 		332,297
0 		0
0
(4) ENGLERT RICHARD M (i)
(ii)		 345,801
0 		0
0 		5,000
0 		46,269
0 		15,551
0 		412,621
0 		0
0
(5) KAISER LARRY R (i)
(ii)		 973,007
0 		0
0 		32,400
0 		0
0 		14,747
0 		1,020,154
0 		0
0
(6) LAWRENCE KENNETH JR (i)
(ii)		 235,636
0 		0
0 		5,000
0 		31,774
0 		15,551
0 		287,961
0 		0
0
(7) MOORE GEORGE E (i)
(ii)		 402,711
0 		0
0 		5,000
0 		53,797
0 		15,551
0 		477,059
0 		0
0
(8) OROURKE TIMOTHY (i)
(ii)		 329,730
0 		0
0 		15,037
0 		52,482
0 		15,551
0 		412,800
0 		0
0
(9) POWELL THERESA A (i)
(ii)		 231,596
0 		0
0 		6,937
0 		31,550
0 		6,124
0 		276,207
0 		0
0
(10) UNRUH DAVID (i)
(ii)		 359,929
0 		0
0 		5,000
0 		27,044
0 		15,551
0 		407,524
0 		0
0
(11) WAGNER ANTHONY E (i)
(ii)		 397,707
0 		0
0 		15,938
0 		32,489
0 		15,551
0 		461,685
0 		0
0
(12) LOFTUS CHRISTOPHER (i)
(ii)		 194,220
0 		0
0 		627,649
0 		21,194
0 		19,575
0 		862,638
0 		0
0
(13) DALY JOHN M (i)
(ii)		 720,050
0 		0
0 		5,500
0 		32,489
0 		16,883
0 		774,922
0 		0
0
(14) FURUKAWA SATOSHI (i)
(ii)		 216,905
0 		56,000
0 		438,593
0 		23,849
0 		19,575
0 		754,922
0 		0
0
(15) JUNGREIS CHARLES (i)
(ii)		 194,657
0 		22,000
0 		470,000
0 		21,194
0 		19,575
0 		727,426
0 		0
0
(16) DUNPHY FRANCIS (i)
(ii)		 449,600
0 		50,000
0 		160,000
0 		27,044
0 		16,253
0 		702,897
0 		0
0
(17) REINSTEIN ROBERT J (i)
(ii)		 288,825
0 		0
0 		10,000
0 		33,434
0 		15,078
0 		347,337
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
First-class or charter travel Schedule J, Part I, Line 1a SENIOR OFFICERS OF THE UNIVERSITY ARE PERMITTED TO FLY BUSINESS CLASS ON FLIGHTS OF MORE THAN 2,000 MILES FROM THE ORIGIN TO THE FINAL DESTINATION PROVIDED THAT SUCH TRAVEL IS NOT SUPPORTED BY TUITION, COMMONWEALTH FUNDS OR GRANTS OR CONTRACTS.
Travel for companions Schedule J, Part I, Line 1a THE UNIVERSITY PROVIDES FOR SPOUSAL TRAVEL WHEN ACCOMPANYING THE PRESIDENT ON UNIVERSITY BUSINESS.
Housing allowance or residence for personal use Schedule J, Part I, Line 1a IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT AGREEMENT, THE UNIVERSITY PROVIDES THE PRESIDENT A RESIDENCE FOR UNIVERSITY AND PERSONAL USE.
Personal services Schedule J, Part I, Line 1a IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT AGREEMENT, THE UNIVERSITY PROVIDES THE PRESIDENT A CAR AND DRIVER FOR UNIVERSITY BUSINESS.
Non-fixed payments Schedule J, Part I, Line 7 ADDITIONAL PAYMENTS WERE PAID TO OFFICERS WHO MET PRIOR FISCAL YEAR ORGANIZATIONAL GOALS
Schedule J (Form 990) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number
23-1365971
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY SERIES 2010A
  		23-2243852 70917RA21 04-22-2010 50,370,429 SEE SCHEDULE K, PART V   X X     X
B PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006
  		23-2243852 70917RFA8 06-15-2006 372,793,332 SEE SCHEDULE K, PART V   X X     X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 10,825,000 50,080,000    
2 Amount of bonds legally defeased . . . . . . . . . . 0 0    
3 Total proceeds of issue . . . . . . . . . . . . . 50,947,442 385,656,158    
4 Gross proceeds in reserve funds . . . . . . . . 0 0    
5 Capitalized interest from proceeds . . . . . . . . . . 0 405,588    
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0    
7 Issuance costs from proceeds . . . . . . . . . . . 272,681 649,148    
8 Credit enhancement from proceeds . . . . . . . . . . 0 1,154,000    
9 Working capital expenditures from proceeds . . . . . . . 0 0    
10 Capital expenditures from proceeds . . . . . . . . . . 0 147,573,238    
11 Other spent proceeds . . . . . . . . . . . 33,280,184 235,874,184    
12 Other unspent proceeds . . . . . . . . . . . 17,394,577 0    
13 Year of substantial completion . . . . . . . . . . . 2013 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . X     X        
15 Were the bonds issued as part of an advance refunding issue? . . . .   X X          
16 Has the final allocation of proceeds been made? . . . . . .   X X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . .   X   X        
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . .                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X X          
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? . X   X          
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.0000% 0.0000%   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.0000% 0.0000%   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . . 0.0000% 0.0000%   %   %
7 Does the bond issue meet the private security or payment test? . . . X   X          
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X   X          
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X        
2 Is the bond issue a variable rate issue?   X   X        
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . 0.0 0.0    
d Was the hedge superintegrated? . . . .                
e Was a hedge terminated? . . . . .                
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . .   X   X        
b Name of provider . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . 0.0 0.0    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . .                
5 Were any gross proceeds invested beyond an available temporary period? . . . . . .   X   X        
6 Did the bond issue qualify for an exception to rebate? . X   X          
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X          
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SUPPLEMENTAL INFORMATION PART VI PART I, PURPOSE OF TAX EXEMPT BONDS (I) TO CURRENTLY REFUND A PORTION OF THE AUTHORITY'S OUTSTANDING TEMPLE UNIVERSITY REVENUE BONDS, FIRST SERIES OF 1998; (II) TO DESIGN, INSTALL, CONSTRUCT AND DEVELOP CERTAIN CAPITAL PROJECTS (THE "PROJECTS"); (III) TO PAY COSTS OF ISSUING THE 2010A BONDS PART II, LINE 3, COLUMN A - INCLUDES INVESTMENT EARNINGS OF $577,013. PART II, LINE 3, COLUMN B - INCLUDES INVESTMENT EARNINGS OF $12,862,826.
Schedule K (Form 990) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) ANTHONY E WAGNER MORTGAGE
 
  		  X 100,000 75,000   No Yes   Yes  
Total ...............Small Bullet $ 75,000
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) PNC BANK
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 632,000 BANKING SERVICES   No
(2) COZEN O'CONNOR
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 127,000 OUTSIDE LEGAL SERVICES   No
(3) STEVENS AND LEE
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 500,000 OUTSIDE LEGAL SERVICES   No
(4) BALLARD SPAHR
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 549,000 OUTSIDE LEGAL SERVICES   No
(5) COMCAST
  		A TRUSTEE IS AN OFFICER OF THE INTERESTED PARTY 379,000 COMMUNICATIONS SERVICES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
LOANS TO/FROM INTERESTED PARTIES PART II $100,000 MORTGAGE DATED 05/21/2009, PRINCIPAL DUE ON 05/21/2018. INTEREST IS ACCRUED MONTHLY AT THE APPLICABLE FEDERAL RATE AND PAID MONTHLY VIA PAYROLL DEDUCTION.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 5 339,000 MARKET VALUE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 263,000 MARKET VALUE
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 36 802,000 MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( TOURN. FEES, TEAM DINNERS, UNIFORMS AND EQUIP. ) X 1 11,000 MARKET VALUE
26 Other Right pointing arrow large image ( DONATED PROFESSIONAL SERVICES ) X 1 4,000 MARKET VALUE
27 Other Right pointing arrow large image ( ADVERTISING MATERIALS ) X 2 48,000 MARKET VALUE
28 Other Right pointing arrow large image ( MEDICAL EQUIPMENT ) X 3 405,000 MARKET VALUE
Other Right pointing arrow large image ( SUITE TICKETS TO TEMPLE GAMES ) X 4 88,000 MARKET VALUE
Other Right pointing arrow large image ( VARIOUS GIFTS ) X 4 83,000 MARKET VALUE
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Explanations of reporting method for number of contributions Schedule M, Part I ART - WORKS OF ART: NUMBER OF CONTRIBUTIONS BOOKS AND PUBLICATIONS: NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed. Schedule M, part I, column (b), Line 1 NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed. Schedule M, part I, column (b), Line 4 NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed. Schedule M, part I, column (b), Line other=TOURN. FEES, TEAM DINNERS, UNIFORMS AND EQUIP. NUMBER OF CONTRIBUTIONS
Schedule M (Form 990) 2011
Additional Data


Software ID: 11000230
Software Version: v2011.1.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Identifier Return Reference Explanation
QUESTION 4(D) FORM 990, PART III, LINE 4D AUXILIARY ENTERPRISES - INCLUDES INTERCOLLEGIATE ATHLETICS, STUDENT RESIDENCES, TEMPLE PRESS, PARKING LOTS, BOOKSTORES AND SNACK SHOPS.
QUESTION 4(D) FORM 990, PART III, LINE 4D SCHOLARSHIPS & FELLOWSHIPS - INCLUDES GRANTS-IN-AID, TRAINEE STIPENDS, TUITION AND FEE WAIVERS AND PRIZES TO UNDERGRADUATE STUDENTS. FELLOWSHIPS INCLUDE GRANTS-IN-AID AND TRAINEE STIPENDS TO GRADUATE STUDENTS.
QUESTION 4(D) FORM 990, PART III, LINE 4D PUBLIC SERVICE - INCLUDES EXPENDITURES FOR NON-INSTRUCTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY.
Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a PURSUANT TO THE UNIVERSITY'S BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES CONSISTS OF THE CHAIR OF THE BOARD, THE PRESIDENT AND AT LEAST ELEVEN VOTING MEMBERS OF THE BOARD APPOINTED BY THE CHAIR OF THE BOARD, SUBJECT TO THE APPROVAL OF THE BOARD. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD BETWEEN MEETINGS OF THE BOARD.
Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THE COMMONWEALTH OF PENNSYLVANIA APPOINTS 12 MEMBERS OF TEMPLE UNIVERSITY'S 36 MEMBER BOARD OF TRUSTEES.
Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b TEMPLE UNIVERSITY'S FORM 990 IS REVIEWED BY MANAGEMENT, UNIVERSITY COUNSEL, OUTSIDE COUNSEL AND THE UNIVERSITY'S AUDIT COMMITTEE PRIOR TO BEING SUBMITTED TO THE UNIVERSITY'S BOARD OF TRUSTEES.
Conflict of interest policy Form 990, Part VI, Section B, Line 12c PERSONS SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICIES SUBMIT ANNUAL DISCLOSURES REGARDING BUSINESS, CHARITABLE AND OTHER RELATIONSHIPS. WHERE A POTENTIAL CONFLICT IS IDENTIFIED IN SUCH DISCLOSURES, THE INFORMATION IS SUBJECT TO FURTHER REVIEW. IN THE CASE OF TRUSTEES, THESE SUBMISSIONS ARE REVIEWED BY A COMMITTEE OF THE BOARD OF TRUSTEES. IN THE CASE OF A FACULTY MEMBER, THESE SUBMISSIONS ARE REVIEWED BY THE COGNIZANT DEAN AND THE UNIVERSITY COUNSEL. IN EACH CASE WHERE AN IDENTIFIED CONFLICT IS CONFIRMED, THE REVIEWING COMMITTEE OR OFFICIALS REQUIRE ACTION TO ELIMINATE THE CONFLICT OR ESTABLISH A MANAGEMENT PLAN TO ADDRESS IT.
Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE UNIVERSITY'S DEPARTMENT OF HUMAN RESOURCES ENGAGES IN A REVIEW OF THE JOB RESPONSIBILITIES OF THE CHIEF EXECUTIVE, OBTAINS COMPARABILITY DATA AND PERFORMS A MARKET ANALYSIS OF PERSONS HOLDING SIMILAR POSITIONS IN OTHER PUBLIC AND PRIVATE UNIVERSITIES. THE UNIVERSITY OBTAINS INDEPENDENT REVIEW BY A THIRD PARTY CONTRACTOR REGARDING REASONABLENESS OF COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. DATA IS PROVIDED TO THE CHIEF EXECUTIVE OFFICER AND TO THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE AND EXECUTIVE COMPENSATION SUBCOMMITTEE, EACH COMPOSED OF INDIVIDUALS INDEPENDENT OF THE OFFICERS (THE CHIEF EXECUTIVE OFFICER RECUSES AND ABSENTS HERSELF FROM DISCUSSION AND VOTE ON HER OWN COMPENSATION). THE OUTSIDE CONTRACTOR DOCUMENTS ITS REVIEW AND FINDINGS, AND CONTEMPORANEOUS MINUTES OF THE MEETINGS OF THE COMMITTEES ARE PRODUCED AND MAINTAINED.
Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b THE UNIVERSITY'S DEPARTMENT OF HUMAN RESOURCES ENGAGES IN A REVIEW OF THE JOB RESPONSIBILITIES OF THE OFFICERS, DEANS AND SENIOR STAFF, OBTAINS COMPARABILITY DATA AND PERFORMS A MARKET ANALYSIS OF PERSONS HOLDING SIMILAR POSITIONS IN OTHER PUBLIC AND PRIVATE UNIVERSITIES. THE UNIVERSITY OBTAINS INDEPENDENT REVIEW BY A THIRD PARTY CONTRACTOR REGARDING REASONABLENESS OF COMPENSATION OF THE OFFICERS. DATA IS PROVIDED TO THE CHIEF EXECUTIVE OFFICER AND TO THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE AND EXECUTIVE COMPENSATION SUBCOMMITTEE, EACH COMPOSED OF INDIVIDUALS INDEPENDENT OF THE OFFICERS. THE OUTSIDE CONTRACTOR DOCUMENTS ITS REVIEW AND FINDINGS, AND CONTEMPORANEOUS MINUTES OF THE MEETINGS OF THE COMMITTEES ARE PRODUCED AND MAINTAINED.
Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEB SITE WWW.TEMPLE.EDU/ABOUT/PUBLICINFORMATION.HTM
Average number of hours devoted per week to related organization Form 990, Part VII, Section A, Column B EDMOND NOTEBAERT - 0 ALTER, DENNIS - 0 BALLOTS, JOAN H - 0 BARRACK, LEONARD - 0 BOSCIA, JON A - 0 COSBY, WILLIAM H JR - 0 DAVIS, THEODORE Z - 4 DIAZ, NELSON A - 0 DONATUCCI, RONALD R - 2 EIDING, PATRICK J - 0 FELGOISE, JUDITH A - 0 FOX, RICHARD J - 0 GOULD, LEWIS F JR - 5 GREENBERG, LON R - 3 KATZ, LEWIS - 2 LACHS, SUSANNA E - 0 LARKIN, PATRICK V - 0 LUO, SOLOMON C - 4 MARSHALL, JOSEPH W III - 0 MAZO, SCOTT - 0 MCKEE, THEODORE A - 0 MCNICHOL, CHRISTOPHER W - 0 MILLS, J WILLIAM - 0 MORGAN, MITCHELL L - 0 O'CONNOR, PATRICK J - 8 PERKINS, BRET S - 0 POLETT, DANIEL H - 2 RICHARDS, PHILIP C - 0 ROCK, MILTON L - 2 ROVNER, ROBERT A - 0 SCACCETTI, JANE - 10 SCIRICA, ANTHONY J - 0 SHAH, JAY H - 0 STACK, MICHAEL J III - 0 WHITE, JAMES S - 0 WILLIAMS, MICHAEL P - 0 HART, ANN WEAVER - 0 BERGMAN, WILLIAM T - 0 CREEDON, JAMES P - 0 ENGLERT, RICHARD M - 4 KAISER, LARRY R - 30 LAWRENCE, KENNETH JR - 0 MOORE, GEORGE E - 2 OROURKE, TIMOTHY - 2 POWELL, THERESA A - 0 UNRUH, DAVID - 0 WAGNER, ANTHONY E - 2 LOFTUS, CHRISTOPHER - 0 DALY, JOHN M - 0 FURUKAWA, SATOSHI - 0 JUNGREIS, CHARLES - 0 DUNPHY, FRANCIS - 0 REINSTEIN, ROBERT J - 0
Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -45470000;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID: 11000230
Software Version: v2011.1.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
TEMPLE UNIVERSITY
 
Employer identification number

23-1365971
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) EPISCOPAL HOSPITAL

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-1365351 		HEALTH CARE PA 501(C)(3) 11 - Type I TEMPLE UNIVERSITY HOSPITAL INC
 
Yes
 
(2) JEANES HOSPITAL

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-2826045 		HEALTH CARE PA 501(C)(3) 3 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(3) JEANES HOSPITAL AUXILIARY

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-1917776 		HEALTH CARE PA 501(C)(3) 9 JEANES HOSPITAL
 
Yes
 
(4) TEMPLE EAST REAL ESTATE INC

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
20-1776524 		HEALTH CARE PA 501(C)(3) 11 - Type I TEMPLE UNIVERSITY HOSPITAL INC
 
Yes
 
(5) TEMPLE EAST INC

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-2547305 		HEALTH CARE PA 501(C)(3) 11 - Type I TEMPLE UNIVERSITY HOSPITAL INC
 
Yes
 
(6) TEMPLE HEALTH SYSTEM TRANSPORT TEAM INC

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
75-3084023 		HEALTH CARE PA 501(C)(3) 9 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(7) TEMPLE PHYSICIANS INC

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-2790607 		HEALTH CARE PA 501(C)(3) 9 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(8) TEMPLE UNIVERSITY HEALTH SYSTEM FOUNDATION

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-2916108 		HEALTH CARE PA 501(C)(3) 11 - Type I TEMPLE UNIVERSITY HOSPITAL INC
 
Yes
 
(9) TEMPLE UNIVERSITY HEALTH SYSTEM INC

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-2825881 		HEALTH CARE PA 501(C)(3) 11 - Type I TEMPLE UNIVERSITY
 
Yes
 
(10) TEMPLE UNIVERSITY HOSPITAL INC

TUHS ADMIN 3509 N BROAD ST

PHILADELPHIA,PA19140
23-2825878 		HEALTH CARE PA 501(C)(3) 3 TEMPLE UNIVERSITY HEALTH SYSTEM INC
 
Yes
 
(11) TEMPLE UNIVERSITY ALUMNI ASSOCIATION INC

300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA191226087
23-6270322 		EDUCATION PA 501(C)(3) 5 NA
 
 
No
(12) TEMPLE UNIVERSITY LAW FOUNDATION

300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA191226087
23-6407459 		EDUCATION PA 501(C)(3) 11 - Type III - FI NA
 
 
No
(13) TEMPLE UNIVERSITY SCHOOL OF PODIATRIC MEDICINE INC

300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA191226087
23-1596240 		EDUCATION PA 501(C)(3) 11 - Type I NA
 
Yes
 
(14) TUMP OFFICES INC

300 SULLIVAN HALL 1330 W BERKS ST

PHILADELPHIA,PA191226087
91-1872296 		REAL ESTATE HOLDING PA 501(C)(2) N/A NA
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) FORTRESS PROPERTIES TRUST
3 VILLAGE ROAD SUITE 100
HORSHAM,PA19044
26-6241201 		TRUST FOR THE BENEFIT OF TEMPLE HOSPITAL, INC. PA TEMPLE UNIVERSITY HEALTH SYSTEM INC
  		TRUST 0 0 100 %
(2) GLOBAL TECHNOLOGY MANAGEMENT CORP
300 SULLIVAN HALL 1330 POLETT WALK
PHILADELPHIA,PA191226087
23-3007767 		INACTIVE PA NA
  		C CORPORATION 0 0 100 %
(3) SUGARLOAF CLUB INC
300 SULLIVAN HALL 1330 POLETT WALK
PHILADELPHIA,PA191226087
23-7417742 		DISCONTINUED PA NA
  		C CORPORATION 0 0 100 %
(4) TEMPLE CORPORATION
300 SULLIVAN HALL 1330 POLETT WALK
PHILADELPHIA,PA191226087
23-2384785 		INACTIVE PA NA
  		C CORPORATION 0 0 100 %
(5) VIRTUAL TEMPLE INC
300 SULLIVAN HALL 1330 POLETT WALK
PHILADELPHIA,PA191226087
23-3054835 		INACTIVE PA NA
  		C CORPORATION 0 0 100 %
(6) VT HOLDINGS INC
1013 CENTRE ROAD
WILMINGTON,DE19805
23-3054833 		INACTIVE DE NA
  		C CORPORATION 0 0 100 %
(7) GOOD SAMARITAN INSURANCE CO LTD
PO BOX HM1179 CEDAR HOUSE
  HAMILTON HM12  
BD
REINSURANCE BD NA
  		C CORPORATION 12,609,000 55,623,000 100 %
(8) TEMPLE EDUCATIONAL SUPPORT SERVICES LTD
 
 
EDUCATION JA NA
  		C CORPORATION 26,121,000 7,276,000 100 %
(9) TUHS INSURANCE CO LTD
TUHS 2450 HUNTING PARK AVE
PHILADELPHIA,PA19129
 REINSURANCE BD TEMPLE UNIVERSITY HEALTH SYSTEM INC
  		C CORPORATION 12,191,000 62,182,000 100 %
(10) TEMPLE UNIVERSITY PHYSICIANS & SURGEONS INC
300 SULLIVAN HALL 1330 W BERKS ST
PHILADELPHIA,PA191226087
23-3100596 		INACTIVE PA NA
  		C CORPORATION 0 0 100 %
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) TEMPLE UNIVERSITY HEALTH SYSTEM INC

 A 2,994,000 FMV
(2) TEMPLE UNIVERSITY HEALTH SYSTEM INC

 I 12,541,000 FMV
(3) TEMPLE UNIVERSITY HEALTH SYSTEM INC

 J 2,838,000 FMV
(4) TEMPLE UNIVERSITY HEALTH SYSTEM INC

 N 6,512,000 FMV
(5) TEMPLE UNIVERSITY HEALTH SYSTEM INC

 O 3,242,000 FMV
(6) TEMPLE UNIVERSITY HEALTH SYSTEM INC

 P 80,939,000 FMV
(7) TEMPLE EDUCATIONAL SUPPORT SERVICES LTD

 K 1,200,000 FMV
(8) GOOD SAMARITAN INSURANCE CO LTD

 L 8,967,000 FMV
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID: 11000230
Software Version: v2011.1.0