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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
CName of organization
Vanderbilt University
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PMB 406310 2301 Vanderbilt Place
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Nashville, TN372406310
D Employer identification number

62-0476822
E Telephone number

G Gross receipts $ 8,531,835,657
F Name and address of principal officer:
Nicholas S Zeppos 211
Kirkland 2201 WestEnd
Nashville,TN37240
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.VANDERBILT.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1873
M State of legal domicile: TN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: and Form 990, Part III, Line 1, Description of Organization Mission:Vanderbilt University is a center for scholarly research, informed and creative teaching, and service to the community and society at large. Vanderbilt will uphold the highest standards and be a leader in the quest for new knowledge through scholarship, dissemination of knowledge through teaching and outreach, and creative experimentation of ideas and concepts. In pursuit of these goals, Vanderbilt values most highly the intellectual freedom that supports open inquiry and equality, compassion and excellence in all endeavors.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 33
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 29
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 36,272
6 Total number of volunteers (estimate if necessary) ............. 6 8,900
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 7,711,564
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -1,776,409
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 494,500,126 469,664,344
9 Program service revenue (Part VIII, line 2g) ......... 3,456,017,624 3,702,754,889
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 59,237,923 290,022,695
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 19,224,237 41,688,469
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 4,028,979,910 4,504,130,397
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 348,108,514 359,294,345
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) 2,272,262,938 2,331,689,301
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 609,513 758,550
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet32,325,935    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,363,277,544 1,497,891,914
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,984,258,509 4,189,634,110
19 Revenue less expenses. Subtract line 18 from line 12....... 44,721,401 314,496,287
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 7,990,839,279 8,260,062,487
21 Total liabilities (Part X, line 26)............. 2,151,245,736 2,293,108,845
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,839,593,543 5,966,953,642
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 MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: See Schedule O
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 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 $ 706,197,630 including grants of $ 297,569,683 ) (Revenue $ 489,018,248 )
See Schedule O - EducationEducation: Vanderbilt University offers undergraduate programs in the liberal arts and science, engineering, music, education and human development, as well as a full range of graduate and professional degrees. Vanderbilt's ten schools and colleges include: College of Arts and Science, Graduate School, Blair School of Music, Divinity School, School of Engineering, Law School, School of Medicine, School of Nursing, Owen Graduate School of Management, and Peabody College (of education and human development). Vanderbilt University has approximately 6,900 undergraduate students, 5,700 graduate and professional students, and more than 4,200 faculty members.Vanderbilt University ranked 15th among the nation's best universities and ranked 12th in the "Great Schools at a Great Price" category in an annual survey conducted by U.S. News & World Report.Vanderbilt's Peabody College of education and human development was named the No. 2 education school in the nation by U.S. News & World Report. The special education program has been ranked at No. 1. Other Vanderbilt schools with notable rankings include: School of Medicine, ranked 14th for research schools of medicine in the nation; Law School ranked 17th; and the Vanderbilt Owen Graduate School of Management ranked 27th. Vanderbilt's School of Nursing ranked 11th among the nation's top graduate nursing schools. Nursing programs ranking in the top 10 in their respective fields include; midwifery and informatics, psychiatric/mental health/across lifespan, adult/gerontology acute care, and family.Expenses $706,197,630. including grants of $297,569,683. Revenue $489,018,248.For more information regarding education at Vanderbilt University, visit: http://www.vanderbilt.edu
4b (Code:   ) (Expenses $ 419,002,959 including grants of $ 48,988,147 ) (Revenue $ 248,175,393 )
See Schedule O - Academic and Scientific ResearchAcademic and Scientific Research: Vanderbilt is an internationally recognized research university. The federal government provides the majority of Vanderbilt University's research funding. Vanderbilt also receives funding from foundations, associations, corporations, and other sources. Vanderbilt University's researchers are at the forefront of posing innovative solutions to some of the most challenging questions facing the world today.Expenses $419,002,959. including grants of $48,988,147. Revenue $248,175,393.For more information regarding research at Vanderbilt University, visit: http://research.vanderbilt.edu
4c (Code:   ) (Expenses $ 2,379,410,227 including grants of $ 12,736,515 ) (Revenue $ 2,827,803,899 )
See Schedule O - Patient CarePatient Care: Vanderbilt University Hospitals and Clinics provide quality medical health care regardless of race, creed, sex, national origin, handicap, age, or ability to pay. Although reimbursement for services rendered is critical to the operation and stability of Vanderbilt University Hospitals and Clinics, it is recognized that not all individuals possess the ability to purchase essential medical services, and further that part of Vanderbilt's mission is to serve the community. Therefore, in keeping with Vanderbilt's commitment to serve all members of its community, free care and/or subsidized care, care provided to persons covered by governmental programs at below cost, and health activities and programs to support the community are provided where the need and/or an individual's inability to pay coexists. These activities include wellness programs, community education programs, special programs for the elderly, handicapped, medically underserved, and a variety of broad community support activities. Charity care is also provided through many reduced price services and free programs offered throughout the year based upon activities and services which Vanderbilt believes will serve a bona fide community health need. During the fiscal year, Vanderbilt served 59,026 inpatients and 2,006,731 emergency and outpatient clinic visits.Vanderbilt University Medical Center finished fiscal 2015 in the U.S. News and World Report annual ranking of America's Best Hospitals named, once again, among the nation's elite providers of health care services. For the fourth consecutive year, Vanderbilt University Medical Center was lauded as both the No. 1 hospital in Tennessee and No. 1 in the Metro Nashville area. Vanderbilt University Medical Center equaled an all-time best with 12 ranked specialties out of a possible 16 categories. Specialty programs ranking among the top 50 in their respective fields include; urology, nephrology, ear, nose and throat, pulmonology, gastroenterology, diabetes and endocrinology, geriatrics, cardiology and heart surgery, cancer, neurology and neurosurgery, orthopedics, and gynecology. In addition, the Monroe Carell Jr. Children's Hospital at Vanderbilt was included among the nation's leaders in pediatric health care in U.S. News & World Report magazine's Best Children's Hospital ranking. The hospital achieved rankings in a 10 out of 10 specialties: Cancer, neonatology, nephrology, cardiology and heart surgery, gastroenterology, diabetes and endocrinology, pulmonology, neurology and neurosurgery, orthopedics, and urology. There are several Vanderbilt University Medical Center programs unique to the Middle Tennessee region, which include:- Vanderbilt-Ingram Cancer Center, the only National Cancer Institute-designated Comprehensive Cancer Center in Tennessee that conducts research and cares for children and adults; also a member of the elite National Comprehensive Cancer Network, a group of the nation's top 21 clinical cancer institutes;- The Only Level 1 (highest level) trauma center in Middle Tennessee;- The Only Level 4 (highest level) Neonatal Intensive Care Unit, as well as a dedicated pediatric emergency department and pediatric trauma program;- The only comprehensive regional adult and pediatric burn center;- The only comprehensive solid organ transplant program in Tennessee;- Tennessee Poison Control Center; and - LifeFlight, an integrated air and ground emergency patient transport system.Expenses $2,379,410,227. including grants of $12,736,515. Revenue $2,827,803,899.For more information regarding health care at Vanderbilt University, visit: http://www.mc.vanderbilt.edu.
(Code:   ) (Expenses $ 379,426,831 including grants of $   ) (Revenue $ 168,187,851 )
Other program services include public service, academic support, institutional support, student services, room and board, and other auxiliary services. Vanderbilt University engages in a variety of public service projects, including, but not limited to: supporting HIV care and treatment programs in rural Mozambique and Nigeria, Africa; developing training materials for current and future K-12 school leaders; formulating new approaches to increase health, safety, quality and outcomes, while decreasing total costs; and many other sponsored community health and educational programs.
4d Other program services (Describe in Schedule O.)
(Expenses $ 379,426,831 including grants of $   ) (Revenue $ 168,187,851 )
4e Total program service expensesMediumBullet3,884,037,647
Form 990 (2014)
Form 990 (2014)
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 (see instructions)? ...
2
 
No
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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? 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
Click to see attachment............................
5
 
No
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 IClick to see attachment........................
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 IIClick to see attachment
...
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 for escrow or custodial account liability; 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, line 10?
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 VIIClick to see attachment.......
11b
Yes
 
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 VIIIClick to see attachment.......
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 IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
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 XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
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 and XII 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, Parts I and IV......... 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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
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 (see instructions) .... Click to see attachment
17
Yes
 
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............ Click to see attachment
18
Yes
 
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
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................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
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......... Click to see attachment
27
Yes
 
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
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
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 direct or indirect 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 M..Click 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........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part 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............. Click to see attachment
36
Yes
 
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
16,169
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
36,272
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBR , CA , CH , IV , DA , FR , GM , GH , IN , ID , JA , LU , MY , MO , MZ , NI , RP , PL , KS , SP , TW , TH , UG , AE , UK , ZA
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions?...
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
 
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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 .....................
1a
33
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
29
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
Yes
 
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
 
No
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 this 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
Yes
 
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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDalana Robertson

110 21st Avenue South Ste 900
Nashville,TN37203 (615) 343-6601
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) M Chandler Anthony........................................................................
Trustee
1.00
.......................  
X           0 0 0
(2) John D Arnold........................................................................
Trustee
1.00
.......................  
X           0 0 0
(3) Lee M Bass........................................................................
Trustee
1.00
.......................  
X           0 0 0
(4) Darryl D Berger........................................................................
Trustee
1.00
.......................  
X           0 0 0
(5) Adolpho A Birch III........................................................................
Trustee
1.00
.......................  
X           0 0 0
(6) Shirley M Collado........................................................................
Trustee
1.00
.......................  
X           0 0 0
(7) Daniel M Crown........................................................................
Trustee
1.00
.......................  
X           0 0 0
(8) Mark F Dalton........................................................................
Chairman
1.00
.......................  
X           0 0 0
(9) Claiborne P Deming........................................................................
Trustee
1.00
.......................  
X           0 0 0
(10) Charles H Esserman........................................................................
Trustee
1.00
.......................  
X           0 0 0
(11) Bruce R Evans........................................................................
Trustee
1.00
.......................  
X           0 0 0
(12) Joanne F Hayes........................................................................
Trustee
1.00
.......................  
X           0 0 0
(13) David W Head........................................................................
Trustee
1.00
.......................  
X           0 0 0
(14) John J Hindle........................................................................
Trustee
1.00
.......................  
X           0 0 0
(15) Jay C Hoag........................................................................
Trustee
1.00
.......................  
X           0 0 0
(16) John R Ingram........................................................................
Trustee
1.00
.......................  
X           0 0 0
(17) Edith Carell Johnson........................................................................
Secretary
1.00
.......................  
X           0 0 0
Form 990 (2014)
Form 990 (2014)
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 (list any hours for related organizations below dotted line)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Carrol E Kimball........................................................................
Trustee
1.00
.......................  
X           0 0 0
(19) Leslie C Labruto........................................................................
Trustee
1.00
.......................  
X           0 0 0
(20) Mark P Mays........................................................................
Trustee
1.00
.......................  
X           0 0 0
(21) Jackson W Moore........................................................................
Vice-Chairman
1.00
.......................  
X           0 0 0
(22) Courtney C Pastrick........................................................................
Trustee
1.00
.......................  
X           0 0 0
(23) David W Patterson MD........................................................................
Trustee
1.00
.......................  
X           0 0 0
(24) H Ross Perot Jr........................................................................
Trustee
1.00
.......................  
X           0 0 0
(25) Jeffrey J Rothschild........................................................................
Trustee
1.00
.......................  
X           0 0 0
(26) Sidanth Sapru........................................................................
Trustee
1.00
.......................  
X           0 0 0
(27) Robert C Schiff Jr MD........................................................................
Trustee
1.00
.......................  
X           0 0 0
(28) Eugene B Shanks Jr........................................................................
Trustee
1.00
.......................  
X           0 0 0
(29) Richard H Sinkfield........................................................................
Trustee
1.00
.......................  
X           0 0 0
(30) J Stephen Turner........................................................................
Trustee
1.00
.......................  
X           0 0 0
(31) Rebecca Webb Wilson........................................................................
Trustee
1.00
.......................  
X           0 0 0
(32) William M Wilson........................................................................
Trustee
1.00
.......................  
X           0 0 0
(33) Jon Winkelried........................................................................
Vice-Chairman
1.00
.......................  
X           0 0 0
(34) Nicholas S Zeppos JD........................................................................
See Schedule O
40.00
.......................  
X   X       1,352,157 0 221,634
(35) Audrey Jane Anderson........................................................................
See Schedule O
40.00
.......................0.10
    X       741,092 0 87,553
(36) Jeffrey R Balser MD PHD........................................................................
See Schedule O
40.00
.......................  
    X       2,573,658 0 608,970
(37) Beth A Fortune MA........................................................................
See Schedule O
40.00
.......................  
    X       397,720 0 38,909
(38) Anders W Hall........................................................................
See Schedule O
40.00
.......................7.40
    X       1,783,109 0 721,283
(39) Eric C Kopstain........................................................................
See Schedule O
40.00
.......................1.00
    X       501,323 0 31,386
(40) John M Lutz........................................................................
See Schedule O
40.00
.......................2.00
    X       848,571 0 134,971
(41) Susie S Stalcup BA........................................................................
See Schedule O
40.00
.......................  
    X       604,837 0 19,905
(42) Brett C Sweet MBA........................................................................
See Schedule O
40.00
.......................6.20
    X       1,003,955 0 190,769
(43) Susan Wente PhD........................................................................
See Schedule O
40.00
.......................0.40
    X       674,246 0 98,757
(44) David Williams II MA MBA JD LLM........................................................................
See Schedule O
40.00
.......................0.30
    X       1,008,515 0 53,328
(45) Charles L Gregory MA MBA MHA........................................................................
See Schedule O
40.00
.......................3.20
      X     544,760 0 50,762
(46) John F Manning Jr PHD MBA........................................................................
See Schedule O
40.00
.......................0.10
      X     1,173,797 0 35,153
(47) Charles W Pinson MD MBA........................................................................
See Schedule O
40.00
.......................10.00
      X     2,122,758 0 42,707
(48) David R Posch........................................................................
See Schedule O
40.00
.......................5.10
      X     645,076 0 26,820
(49) Derek Mason........................................................................
See Schedule O
40.00
.......................  
        X   2,399,576 0 157,301
(50) Michael J McNamara MD........................................................................
See Schedule O
40.00
.......................  
        X   1,342,237 0 48,356
(51) Kevin E Stallings MS........................................................................
See Schedule O
40.00
.......................  
        X   4,483,671 0 65,469
(52) William W Stead MD........................................................................
See Schedule O
40.00
.......................  
        X   1,756,037 0 25,582
(53) Paul A Thomas MD........................................................................
See Schedule O
40.00
.......................  
        X   1,849,811 0 35,887
(54) Jerry G Fife BS........................................................................
See Schedule O
40.00
.......................  
          X 465,833 0 21,126
(55) Richard C McCarty MS PHD........................................................................
See Schedule O
40.00
.......................2.00
          X 722,008 0 47,492
(56) Martin P Sandler MD........................................................................
See Schedule O
40.00
.......................0.30
          X 640,436 0 34,957
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 29,635,183 0 2,799,077
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet3,567
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
Turner Universal Construction Company

5300 Virginia Way
Brentwood,TN37027
Construction 15,182,653
Brasfield & Gorrie

2636 Elm Hill Pike 200
Nashville,TN37214
Construction 13,421,872
Air Methods Corporation

7211 South Peoria
Englewood,CO80112
Aircraft Services 10,694,849
Deloitte Consulting LLP

PO Box 844717
Dallas,TX75284
Consulting Services 9,570,230
Messer Construction Co

230 Great Circle Road Suite 210
Nashville,TN37228
Construction 9,303,554
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet318
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 882,867
d Related organizations...1d  
e Government grants (contributions)1e 332,709,616
f All other contributions, gifts, grants, and
similar amounts not included above
1f
136,071,861
g Noncash contributions included in lines
1a-1f:$
18,046,054
h Total. Add lines 1a-1f.......MediumBullet 469,664,344
 Program Service RevenueAmt Business Code
2a Health Care Services 622110 2,827,803,899 2,825,277,837 2,526,062  
b Tuition and Fees 611310 489,018,248 489,018,248    
c Research & Other Contr 611310 195,930,796 195,930,796    
d Room, Board & Auxiliar 611310 141,848,311 139,682,021 2,166,290  
e Other 611310 48,153,635 48,153,635    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 3,702,754,889
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 3,822,294   -3,885,240 7,707,534
4 Income from investment of tax-exempt bond proceeds..MediumBullet 42     42
5 Royalties...........MediumBullet 6,195,231   325,804 5,869,427
(i) Real (ii) Personal
6a Gross rents 9,883,117  
b Less: rental expenses 4,841,727  
c Rental income or (loss) 5,041,390  
d Net rental income or (loss).......MediumBullet 5,041,390     5,041,390
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,306,051,897 2,638,845
b Less: cost or other basis and sales expenses 4,021,042,006 1,448,377
c Gain or (loss) 285,009,891 1,190,468
d Net gain or (loss)..........MediumBullet 286,200,359   6,530,528 279,669,831
8a Gross income from fundraising events (not including
$ 882,867
of contributions reported on line 1c). See Part IV, line 18 ..
a 394,496
b Less: direct expenses ...b 373,150
c Net income or (loss) from fundraising events..MediumBullet 21,346   21,346
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a Sale of Business Unit 900099 28,932,028 28,932,028    
b Other 900099 1,498,474 1,450,354 48,120  
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 30,430,502
12 Total revenue. See Instructions......MediumBullet 4,504,130,397 3,728,444,919 7,711,564 298,309,570
Form 990 (2014)
Form 990 (2014)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 44,183,122 44,183,122
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 297,569,683 297,569,683
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 17,541,540 17,541,540
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 16,949,379 2,962,291 12,101,509 1,885,579
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,687,888 1,553,879 134,009  
7 Other salaries and wages .... 1,911,813,478 1,788,729,312 106,424,404 16,659,762
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 91,952,185 86,032,227 5,118,676 801,282
9 Other employee benefits ....... 190,307,726 174,214,677 13,754,792 2,338,257
10 Payroll taxes ........... 118,978,645 111,318,702 6,623,150 1,036,793
11 Fees for services (non-employees):        
a Management ...... 2,536,332 823,972 1,712,360  
b Legal ......... 27,600,695   27,600,695  
c Accounting ........... 861,546   861,546  
d Lobbying ........... 357,019   357,019  
e Professional fundraising services. See Part IV, line 17 758,550 758,550
f Investment management fees ...... 13,779,780   13,779,780  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 141,883,127 108,095,628 33,474,888 312,611
12 Advertising and promotion .... 18,023,862 17,573,080 411,621 39,161
13 Office expenses ....... 132,632,153 129,200,800 1,323,019 2,108,334
14 Information technology ...... 69,628,005 65,749,176 3,389,255 489,574
15 Royalties .. 2,906,073 2,906,073    
16 Occupancy ........... 202,800,014 183,396,565 17,171,553 2,231,896
17 Travel ............ 36,035,641 33,569,451 1,750,345 715,845
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 13,966,258 13,032,372 802,044 131,842
20 Interest ........... 59,510,898 59,510,898    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 176,824,765 163,926,927 11,533,512 1,364,326
23 Insurance .............. 12,013,841 11,725,574 287,616 651
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Other Medical 528,813,496 522,832,134 5,981,362  
b Other 22,929,969 19,035,453 3,593,405 301,111
c Other Programs 20,349,271 14,359,829 4,839,081 1,150,361
d Other Library 14,348,918 14,104,031 244,887  
e All other expenses 90,251 90,251    
25 Total functional expenses. Add lines 1 through 24e 4,189,634,110 3,884,037,647 273,270,528 32,325,935
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).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 26,417,004 1 27,579,392
2 Savings and temporary cash investments ......... 1,217,954,960 2 1,263,412,990
3 Pledges and grants receivable, net ........... 130,350,166 3 140,607,122
4 Accounts receivable, net ............. 358,287,724 4 345,136,110
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 13,956,216 7 12,482,674
8 Inventories for sale or use .............. 49,519,332 8 58,972,211
9 Prepaid expenses and deferred charges .......... 35,413,374 9 29,615,079
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,943,797,365
b Less: accumulated depreciation ..... 10b 2,213,122,944 1,749,988,597 10c 1,730,674,421
11 Investments—publicly traded securities .......... 2,053,714,052 11 2,537,695,347
12 Investments—other securities. See Part IV, line 11 ..... 2,299,770,603 12 2,063,071,114
13 Investments—program-related. See Part IV, line 11 ..... 50,491,696 13 46,880,371
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 4,975,555 15 3,935,656
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 7,990,839,279 16 8,260,062,487
Liabilities 17 Accounts payable and accrued expenses ......... 424,049,272 17 420,259,685
18 Grants payable ................. 1,645,691 18 3,260,565
19 Deferred revenue ................ 90,273,296 19 98,019,356
20 Tax-exempt bond liabilities ............. 928,255,524 20 811,415,249
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 1,957,319 21 1,610,422
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 364,874,308 23 423,453,938
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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.................... 340,190,326 25 535,089,630
26 Total liabilities. Add lines 17 through 25......... 2,151,245,736 26 2,293,108,845
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 3,175,677,603 27 3,270,600,596
28 Temporarily restricted net assets ........... 1,467,482,249 28 1,461,162,045
29 Permanently restricted net assets ........... 1,196,433,691 29 1,235,191,001
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 5,839,593,543 33 5,966,953,642
34 Total liabilities and net assets/fund balances ........ 7,990,839,279 34 8,260,062,487
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,504,130,397
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,189,634,110
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
314,496,287
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
5,839,593,543
5
Net unrealized gains (losses) on investments ...............
5
-148,023,083
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-39,113,105
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,966,953,642
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 504,015,837 476,594,262 484,681,246 494,500,126 469,664,344 2,429,455,815
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 3 504,015,837 476,594,262 484,681,246 494,500,126 469,664,344 2,429,455,815
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. 2,429,455,815
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 504,015,837 476,594,262 484,681,246 494,500,126 469,664,344 2,429,455,815
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 110,844,994 65,659,926 196,756,446 138,255,832 19,467,670 530,984,868
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 30,380,900 26,648,887 36,202,593 4,535,825 30,824,998 128,593,203
11 Total support Add lines 7 through 10. 3,089,033,886
12
12
16,697,880,989
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
78.650 %
15
15
77.880 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Part II Section B Line 10: The total amounts reported on Line 10 columns (a) through (e) are comprised of gross fundraising revenue and other miscellaneous operating revenue.
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ....... 357,019  
c Total lobbying expenditures (add lines 1a and 1b) ................... 357,019  
d Other exempt purpose expenditures ........................ 4,179,790,139  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 4,180,147,158  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
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) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 137,299 382,544 388,622 357,019 1,265,484
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
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)
No
Yes
(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? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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 value of contributions to (during year)    
3 Aggregate value of 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 140,730
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 6,620,930
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
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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
Education
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 4,046,250,379 3,635,343,038 3,360,035,514 3,375,152,628 3,007,607,383
b Contributions ........ 75,832,665 88,751,983 116,470,228 88,007,709 117,059,853
c Net investment earnings, gains, and losses 148,787,412 491,337,590 319,370,422 52,851,982 408,026,551
d Grants or scholarships ..... 75,365,887 69,952,281 60,864,586 58,847,982 30,779,321
e Other expenditures for facilities
and programs ........
89,465,646 87,607,660 89,692,275 89,046,970 121,479,173
f Administrative expenses .... 12,652,439 11,622,291 9,976,265 8,081,853 5,282,665
g End of year balance ...... 4,093,386,484 4,046,250,379 3,635,343,038 3,360,035,514 3,375,152,628
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet39.630 %
b
Permanent endowment SchDMd Bullet27.460 %
c
Temporarily restricted endowment SchDMd Bullet32.910 %
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)
 
No
(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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................   65,555,832 65,555,832
b Buildings ................   2,678,168,216 1,429,729,150 1,248,439,066
c Leasehold improvements ............   92,726,677 39,504,240 53,222,437
d Equipment ................   948,302,850 743,889,554 204,413,296
e Other .................   159,043,790   159,043,790
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,730,674,421
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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    
(3)Other
(A) Limited Partnerships
1,710,057,747 F

(B) Int in Trusts Held by Others
40,154,252 F

(C) Other Investments & Securities
199,300,597 F

(D) Closely-held Equity Interests
2,604,302 C

(E) Allocable to Minority Int
110,954,216 F




Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,063,071,114
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Actuarial Liab-Self Insurance 116,752,687
Gov Adv for Student Loans 22,355,665
Actuarial liab-Annuities Payable 33,757,327
FV of Int Rate Exchg Agreement 174,712,624
State Taxes Payable 80,246
FV of Securities Sold Short 187,431,081



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 535,089,630
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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 XIII.) ............ 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 XIII.) ............ 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part III, Line 4: - Description of Collections: Vanderbilt University maintains various collections of art, historical treasures, and other similar assets in departments across the University. Such collections include, but are not limited to, historical drawings; historical scientific instruments; historical furniture; paintings; photography; book collections; and other similar items and artifacts. All such collections further Vanderbilt's exempt purpose by providing historical materials for students and researchers, and by providing cultural, historical, and educational opportunities to Vanderbilt University students and the community at large through exhibits, displays, and loan or exchange programs. Part III, line 5: - Solicitation of Art, etc.: Vanderbilt University solicited works of art to be sold at fundraising events in silent auctions. The fair market value of these items can range in value, and in FY15 the fair market value of these items did not meet the thresholds required for Form 8282 to be filed.
Part IV, Line 2b: - Agency funds: Agency funds are held by Vanderbilt University, which serves as a custodian or fiscal agent for student groups and other university related organizations.
Part V, Line 4: - Endowment funds: Vanderbilt University's endowment funds, as related to Part V, are intended to be used for scholarships, fellowships, endowed academic chair support, and capital and operational support.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)
Department of the Treasury
Internal 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.
Right pointing arrow large image Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047 2014Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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
 
No
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 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2014)
Schedule E (Form 990 or 990EZ) (2014)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide any other additional information (see instructions).
Return Reference Explanation
Schedule E, Part I, Line 3 Vanderbilt University's nondiscrimination policy is widely disseminated through newspapers or broadcast media, various university-related websites, online application portals, orientation sessions, publication in catalogs, application materials and handbooks. - See Part II for additional detail.
Schedule E, line 3, Summary of Nondiscrimination Policy: In compliance with federal law, including the provisions of Title VII of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, Sections 503 and 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act (ADA) of 1990, the ADA Amendments Act of 2008, Executive Order 11246, and the Uniformed Services Employment and Reemployment Rights Act, as amended, and the Genetic Information Nondiscrimination Act of 2008, Vanderbilt University does not discriminate against individuals on the basis of their race, sex, religion, color, national or ethnic origin, age, disability, or military service, or genetic information in its administration of educational policies, programs, or activities, admissions policies, scholarship and loan programs, athletic or other university-administered programs, or employment. In addition, the university does not discriminate against individuals on the basis of their sexual orientation, gender identity, or gender expression consistent with the university's nondiscrimination policy.
Schedule E, line 6, Explanation of Government Financial Aid: Vanderbilt University participates in the following programs: Federal Pell Grants, Federal Supplemental Educational Opportunity Grants (FSEOG), Federal Direct Stafford Subsidized/Unsubsidized Loans, Federal Perkins Loans, Federal Direct Graduate Plus Loans, Federal Direct Parent Loan for Undergraduate Students (PLUS Loans), Federal Work Study Program, Tennessee Student Assistance Awards, and the Tennessee Education Lottery Scholarship Program. Vanderbilt University also receives various federal and state grants and contracts for academic and scientific research.
Schedule E (Form 990 or 990-EZ) (2014)
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean 0 0 Fundraising N/A 1,876
Europe (Including Iceland and Greenland) 0 0 Fundraising N/A 8,646
Sub-Saharan Africa 0 0 Fundraising N/A 857
Central America/Caribbean 0 4 Grantmaking N/A 496,131
East Asia and the Pacific 0 7 Grantmaking N/A 956,799
Europe 0 10 Grantmaking N/A 944,780
Middle East and North Africa 0 1 Grantmaking N/A 225,040
North America 0 6 Grantmaking N/A 475,799
South America 0 11 Grantmaking N/A 1,692,382
South Asia 0 1 Grantmaking N/A 14,095
Sub-Saharan Africa 0 25 Grantmaking N/A 12,683,736
Central America and the Caribbean 0 0 Investments N/A 831,340,623
East Asia and the Pacific 0 0 Investments N/A 82,664,532
Europe (Including Iceland and Greenland) 0 0 Investments N/A 256,547,709
Middle East and North Africa 0 0 Investments N/A 2,450
North America 0 0 Investments N/A 27,726,278
South Asia 0 0 Investments N/A 65,286,223
Sub-Saharan Africa 0 0 Investments N/A 38,913,148
Central America/Caribbean 1 13 Program Services Education, Health-Care, Research 596,403
East Asia and the Pacific 1 2 Program Services Education, Health-Care, Research 726,957
Europe 5 9 Program Services Education, Health-Care, Research 1,717,269
Middle East and North Africa 0 0 Program Services Education, Health-Care, Research 961,579
North America 0 2 Program Services Education, Health-Care, Research 194,778
Russia/Independent States 0 1 Program Services Education, Health-Care, Research 29,373
South America 0 17 Program Services Education, Health-Care, Research 774,560
South Asia 0 25 Program Services Education, Health-Care, Research 382,630
Sub-Saharan Africa 2 441 Program Services Education, Health-Care, Research 12,258,340
Central America/Caribbean 0 0 Send Agents to Seminar N/A 42,274
East Asia and the Pacific 0 0 Send Agents to Seminar N/A 166,170
Europe 0 0 Send Agents to Seminar N/A 814,729
Middle East and North Africa 0 0 Send Agents to Seminar N/A 31,037
North America 0 0 Send Agents to Seminar N/A 255,482
Russia/Independent States 0 0 Send Agents to Seminar N/A 11,632
South America 0 0 Send Agents to Seminar N/A 66,481
South Asia 0 0 Send Agents to Seminar N/A 14,622
Sub-Saharan Africa 0 0 Send Agents to Seminar N/A 57,404
3a Sub-total ..... 0 28 3,109,928
b Total from continuation sheets to Part I ... 9 547 1,335,972,896
c Totals (add lines 3a and 3b) 9 575 1,339,082,824
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean Subcontracts-Research 330,213 Wire   N/A N/A
Central America and the Caribbean Subcontracts-Research 39,920 Wire   N/A N/A
Central America and the Caribbean Subcontracts-Research 29,909 Wire   N/A N/A
East Asia and the Pacific Subcontracts-Research 12,865 Wire   N/A N/A
East Asia and the Pacific Subcontracts-Research 50,446 Wire   N/A N/A
East Asia and the Pacific Subcontracts-Research 370,040 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 325,587 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 153,580 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 28,385 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 115,863 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 20,020 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 65,245 Wire   N/A N/A
North America Subcontracts-Research 97,971 Wire   N/A N/A
North America Subcontracts-Research 145,575 Check   N/A N/A
North America Subcontracts-Research 88,157 Check   N/A N/A
South America Subcontracts-Research 83,098 Wire   N/A N/A
South America Subcontracts-Research 5,039 Wire   N/A N/A
South America Subcontracts-Research 26,213 Wire   N/A N/A
South America Subcontracts-Research 39,485 Wire   N/A N/A
South America Subcontracts-Research 144,655 Wire   N/A N/A
Central America and the Caribbean Subcontracts-Research 96,089 Wire   N/A N/A
East Asia and the Pacific Subcontracts-Instruction 211,252 Wire   N/A N/A
East Asia and the Pacific Subcontracts-Research 139,647 Wire   N/A N/A
East Asia and the Pacific Subcontracts-Research 97,098 Check   N/A N/A
East Asia and the Pacific Subcontracts-Instruction 75,451 Check   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Instruction 63,991 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 49,438 Wire   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Research 60,391 Check   N/A N/A
Europe (Including Iceland and Greenland) Subcontracts-Instruction 62,280 Wire   N/A N/A
Middle East and North Africa Subcontracts-Instruction 225,040 Wire   N/A N/A
North America Subcontracts-Research 20,264 Check   N/A N/A
North America Subcontracts-Research 32,237 Check   N/A N/A
North America Subcontracts-Research 91,595 Check   N/A N/A
South America Subcontracts-Research 4,028 Wire   N/A N/A
South America Subcontracts-Research 524,255 Wire   N/A N/A
South America Subcontracts-Research 441,262 Wire   N/A N/A
South America Subcontracts-Research 268,246 Wire   N/A N/A
South America Subcontracts-Instruction 94,638 Wire   N/A N/A
South America Subcontracts-Instruction 61,463 Wire   N/A N/A
South Asia Subcontracts-Research 14,095 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 51,465 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 8,461 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 8,374 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 143,901 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 19,526 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 25,200 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 29,350 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Instruction 30,892 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research 37,343 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Instruction 64,415 Wire   N/A N/A
Sub-Saharan Africa Subcontracts-Research and Patient Care 11,951,386 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 9,299 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 52,091 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 26,999 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 8,326 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 32,383 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 17,392 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 27,006 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 17,786 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 5,556 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 27,158 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 56,525 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 21,224 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 5,889 Wire   N/A N/A
Sub-Saharan Africa Subcontacts-General 5,792 Wire   N/A N/A
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
28
3
Enter total number of other organizations or entities .......................MediumBullet
37
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 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.
Part III can be duplicated 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) 2014
Schedule F (Form 990) 2014
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
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, Information 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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
Part I, Line 2 - Monitoring Use of Grant Funds: Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside of the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's subrecipient monitoring guidelines are available online at the following web address: http://www.vanderbilt.edu/ocga/vupolicies/subrecipient/ subrecipientsmonitoringguidelinesfinal.pdf
Part I, Line 3 and Part II, Line 1: - Accounting method for Reporting Expenses: Expenses reported in Schedule F, Part I, Line 3 and Part II, Line 1 are derived from Vanderbilt's books and records, which are maintained on the accrual basis of accounting.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
 
RuffaloCody LLC
65 Kirkwood North Road SW
 
Cedar Rapids, IA52404
Call Center   No 925,405 412,666 512,739
 
Grenzebach Glier and Associates
401 N Michigan Avenue Suite 2800
 
Chicago, IL60611
Consulting Services Related to Fundraising Programs   No 0 345,884 0
             
             
             
             
             
             
             
             
Total .................right arrow 925,405 758,550 512,739
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

Rascal Flatts - Behind the Music
(event type)
(b) Event #2

Vanderbilt University Dance Maratho
(event type)
(c) Other events

13
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 239,750 196,391 841,222 1,277,363
2 Less: Contributions . . 176,800 137,534 568,533 882,867
3 Gross income (line 1
minus line 2) . . .
62,950 58,857 272,689 394,496
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .     31,321 31,321
6 Rent/facility costs . . 37,096   7,763 44,859
7 Food and beverages . 24,730 61 32,496 57,287
8 Entertainment . . .   2,060 45,420 47,480
9 Other direct expenses . 660 21,289 170,254 192,203
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 373,150
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow 21,346
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G, Part I, Line 2b, Column (v) - RuffaloCody: The total amount paid to RuffaloCody for Fiscal Year 2015 was $432,097 which includes professional fundraising fees of $412,666 and fundraising expenses of $19,431. The contract between Vanderbilt University and RuffaloCody calls for the reimbursement of fundraising expenses incurred by RuffaloCody, such as printing and postage, which are invoiced separately from telemarketing services fees. Schedule G, Part I, Line 2b, Column (v): - Grenzebach Glier and Associates: The total amount paid to Grenzebach Glier and Associates for Fiscal Year 2014 was $373,778, which includes professional fundraising fees of $345,884 and expenses of $27,894. The contract between Vanderbilt University and Grenzebach Glier and Associates calls for the reimbursement of travel related fundraising expenses incurred by Grenzebach Glier and Associates, such as airfare and hotel, which are invoiced as incurred. Grenzebach Glier and Associates provide consulting services for Vanderbilt University's overall fundraising program. They do not raise funds for Vanderbilt or help raise funds for a specific purpose.
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    102,423,571   102,423,571 2.440 %
b Medicaid (from Worksheet 3,
column a) ....
    430,290,274 326,509,739 103,780,535 2.480 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    532,713,845 326,509,739 206,204,106 4.920 %
Other Benefits
    5,121,299 646,186 4,475,113 0.110 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    122,872,479 31,553,601 91,318,878 2.180 %
g Subsidized health services
(from Worksheet 6) ..
           
h Research (from Worksheet 7)     483,347,599 356,193,044 127,154,555 3.030 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
           
j Total. Other Benefits ..     611,341,377 388,392,831 222,948,546 5.320 %
k Total. Add lines 7d and 7j .     1,144,055,222 714,902,570 429,152,652 10.240 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
18,706,751
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
358,012
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
364,145,399
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
433,527,721
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-69,382,322
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 Ambulatory Surgery Center of Cool Springs LLC
 
Ambulatory Surgery Center 51.020 % 0 % 13.260 %
22 Vanderbilt Imaging Services LLC
 
Radiology Services 66.670 % 0 % 33.330 %
33 New Light Imaging LLC
 
Outpatient Diagnostic Imaging 66.670 % 0 % 33.330 %
44 One Hundred Oaks Imaging LLC
 
Outpatient Diagnostic Imaging 80.000 % 0 % 20.000 %
55 Williamson Imaging LLC
 
Outpatient Diagnostic Imaging 53.340 % 0 % 26.660 %
66 VIP Midsouth LLC
 
Pediatric Clinics 45.180 % 0 % 54.820 %
77 Springfield VIP Realty LLC
 
Own Real Estate Used as Medical Facility 49.000 % 0 % 51.000 %
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?2
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 Vanderbilt University Hospitals
1211 22nd Avenue South
Nashville,TN37212
www.vanderbilthealth.com
0000000027
X X X X   X X      
2 Vanderbilt Stallworth Rehab Hospital
2201 Childrens Way
Nashville,TN37212
www.vanderbiltstallworthrehab.com
0000000141
X                  
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Vanderbilt University Hospitals
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): http://www.vanderbilthealth.com/main/38766
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Vanderbilt University Hospitals
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Vanderbilt University Hospitals
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Vanderbilt Stallworth Rehab Hospital
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
2
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): http://www.vanderbilthealth.com/main/38766
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Vanderbilt Stallworth Rehab Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16   No
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Vanderbilt Stallworth Rehab Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ................................ 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Vanderbilt University Hospitals Part V, Section B, Line 5: Community Health Needs Assessment: Facility 1:The following describes the methodologies Vanderbilt University Hospitals used to take into account input from persons who represent the community:-Online and paper surveys were used to seek the views of health care consumers and community leaders to identify gaps in services and health priorities in their communities. The survey was completed by 2,303 people. -Fourteen focus groups were conducted across the four counties that primarily represent the community served. In each county there was a focus group of community leaders from various sectors including education, government, healthcare, faith-based organizations, and business.
Vanderbilt Stallworth Rehab. Hospital Part V, Section B, Line 5: Community Health Needs Assessment: Facility 2:The following describes the methodologies Vanderbilt Stallworth Rehabilitation Hospital used to take into account input from persons who represent the community:- Online and paper surveys were used to seek the views of health care consumers and community leaders to identify gaps in services and health priorities in their communities. The survey was completed by 2,303 people.- Fourteen focus groups were conducted across the four counties that primarily represent the community served. In each county there was a focus group of community leaders from various sectors including education, government, healthcare, faith-based organizations, and business.
Vanderbilt University Hospitals Part V, Section B, Line 6a: Community Health Needs Assessment: Facility 1:Vanderbilt University Hospitals and Clinics conducted a community health needs assessment in partnership with its affiliated hospital Vanderbilt Stallworth Rehabilitation Hospital.
Vanderbilt Stallworth Rehab. Hospital Part V, Section B, Line 6a: Community Health Needs Assessment: Facility 2:Vanderbilt Stallworth Rehabilitation Hospital conducted a health needs assessment in partnership with affiliated Vanderbilt University Hospitals.
Vanderbilt University Hospitals Part V, Section B, Line 11: Facility 1: Vanderbilt University Medical Center is addressing the significant needs identified in its most recently conducted CHNA through programs listed in the tax year 2012 Implementation Strategy. Examples of programs include complex care management teams for pediatric and adult patients with complex medical, social and economic needs; a street psychiatry program that works with several local non-profits to provide comprehensive psychiatric services and basic medical care to unsheltered individuals experiencing homelessness; and an expanded partial hospitalization program for adolescents 13 to 17 years at Vanderbilt Behavioral Health. Other initiatives include support for school health clinics; a primary care clinic at Monroe Carell Jr. Children's Hospital at Vanderbilt that serves as a medical home for primarily Medicaid but also uninsured patients; and primary, subspecialty and urgent care, including laboratory and pharmacy services, provided free-of-charge to uninsured Spanish and English-speakers through the Shade Tree Clinic.
Vanderbilt Stallworth Rehab. Hospital Part V, Section B, Line 11: Facility 2: Vanderbilt Stallworth Rehabilitation Hospital is addressing the significant needs identified in its most recently conducted CHNA through programs listed in the tax year 2012 Implementation Strategy. Examples of ways in which Vanderbilt Stallworth Rehabilitation Hospital is addressing the significant needs include specialized training for case managers and discharge planners from hospitals and other referring facilities; support/advisory groups for many types of patients and caregivers open to communities impacted by brain injury, stroke and trauma; and close collaboration with and support for the Trauma Survivors Network, which provides a host of free resources to help patients and families cope with the challenges of trauma recovery. Through ongoing partnerships and engagement of key stakeholders, Stallworth continues to collaborate with Vanderbilt to meet the needs identified in the most recent CHNA.
Vanderbilt University Hospitals Part V, Section B, Line 16i: Facility 1: Patients are notified of potential assistance under Federal, State or local government programs or under the organization's charity care policy via signage posted in the patient care registration points including hospitals, emergency departments, and clinics; brochures available at registration points; and language included on all statements mailed to patients advising them we have a financial assistance program if they need help paying their medical bills. Pre-Admitting, Registration, or Billing personnel may refer uninsured or low income patients to financial counseling personnel to discuss qualifications for free or discounted care.
Vanderbilt Stallworth Rehab. Hospital Part V, Section B, Line 16i: Facility 2: Although Vanderbilt Stallworth Rehabilitation Hospital's policies do not contain measures to publicize the policy, Stallworth did make the policy available to its community. A summary of the policy is posted in the main elevator to the patient care units. Pre-Admitting, Registration, Case Managment or Billing personnel may refer uninsured or low income patients to financial personnel to discuss qualifications for free or discounted care.
Vanderbilt University Hospitals Part V, Section B, Line 22d: Charges to Individuals Eligible for Assistance Under the FAP: Facility 1:Individuals without insurance are extended a 60% discount off gross charges as required by Tennessee Code Annotated 68-11-262 - Limit of Amount of Charges for Services to an Uninsured Patient. In addition, based on income level, a discount is offered to individuals who meet eligibility criteria for financial assistance. Gross charges are reduced by 100%, 80% or 70% depending on the individual's income level as a percent of the federal poverty guidelines.
Vanderbilt Stallworth Rehab. Hospital Part V, Section B, Line 22d: Charges to Individuals Eligible for Assistance Under the FAP: Facility 2:Individuals without insurance are extended a 40% discount off gross charges which extends the discount required by Tennessee Code Annotated 68-11-262 - Limit of Amount of Charges for Services to an Uninsured Patient. In addition, based on income level, a discount is offered to individuals who meet eligibility criteria for financial assistance. Gross charges are reduced by 100%, 75% or 50% depending on the individual's income level.
Form 990, Schedule H, Part V, Section B, Line 7(a), Facility 2: Community Health Needs Assessment - Web Address:The Vanderbilt Stallworth Rehabilitation Hospital Community Health Needs Assessment is accessible to the public via the following web address: http://www.vanderbiltstallworthrehab.com/en/our-approach/committed-to-quality
Part V, Section B, Line 16 Financial Assistance Policy Website Availability
Vanderbilt University Hospitals Part V, Section B, line 16a website: http://www.vanderbilthealth.com/financialassistance/46618
Vanderbilt University Hospitals Part V, Section B, line 16b website: http://www.vanderbilthealth.com/financialassistance/46619
Vanderbilt University Hospitals Part V, Section B, line 16c website: http://www.vanderbilthealth.com/financialassistance/46618
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?14
Name and address Type of Facility (describe)
1 Ambulatory Surgery Ctr of Cool Springs
2009 Mallory Lane Suite 100
Franklin,TN37067
Ambulatory Surgery Treatment Center
2 SCA Nashville Surgery Center
1161 21st Ave South D-3300
Nashville,TN37232
Ambulatory Surgery Treatment Center
3 Vanderbilt-Maury Radiation Oncology
1003 Reserve Boulevard
Spring Hill,TN37174
Ambulatory Surgery Treatment Center
4 Vanderbilt Williamson Cancer Ctr
2107 Edward Curd Lane
Franklin,TN37067
Ambulatory Surgery Treatment Center
5 One Hundred Oaks Imaging
719 Thompson Lane
Nashville,TN37204
Outpatient Diagnostic Center
6 Vanderbilt Health & Williamson Medical C
134 Pewitt Drive
Brentwood,TN37027
Ambulatory Clinic
7 Spring Hill Imaging Center
5421 Main Street
Spring Hill,TN37174
Outpatient Diagnostic Center
8 Cool Springs Imaging
2009 Mallory Lane Suite 150
Franklin,TN37067
Outpatient Diagnostic Center
9 Vanderbilt Health & Williamson Medical C
919 Murfreesboro Pike
Franklin,TN37064
Ambulatory Clinic
10 Vanderbilt Gateway Cancer Center
375 Alfred Thun Road
Clarksville,TN37040
Ambulatory Surgery Treatment Center
11 Belle Meade Imaging
4525 Harding Road Suite 102
Nashville,TN37232
Outpatient Diagnostic Center
12 Hillsboro Imaging
1909 Acklen Avenue
Nashville,TN37212
Outpatient Diagnostic Center
13 Vanderbilt Health & Williamson Medical C
1834 West McEwen Dr Suite B
Franklin,TN37067
Ambulatory Clinic
14 Vanderbilt Health & Williamson Medical C
3098 Campbell Station Pkwy
Spring Hill,TN37174
Ambulatory Clinic
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part I, Line 7: Costing Methodology - Charity Care:The costing methodology used to calculate Charity Care and certain other community benefit costs reported was based on an overall cost-to-charge ratio for all patient populations. The cost to charge ratio was calculated using IRS worksheet 2.
Form 990, Schedule H, Part I, Line 7(k), Column (f) Community Benefit Expense:The total community benefit expense using Part I, Line 7, Column (c) (before direct offsetting revenue) as a percentage of total expenses is 27.24%.
Part III, Line 2: Costing Methodology - Bad Debt Expense: Lines 2 & 3:The costing methodology used to calculate bad debt expense reported in Part III, Lines 2 and 3 was based on an overall cost-to-charge ratio for all patient populations. Discounts and payments on accounts considered as bad debt offset the total bad debt expense recorded. Process to determine amount of bad debt attributable to individuals eligible for financial assistance - The accounts that have not been paid are first reviewed under a presumptive charity policy. For those accounts that do not meet presumptive eligibility criteria, it is estimated that 3% of the balances are attributable to individuals who would qualify for financial assistance. This estimate is based on experience of patient accounting management as well as a methodical review of outstanding patient accounts.
Part III, Line 4: Audited Financial Statements:The audited financial statements of Vanderbilt University disclose the consolidated amount of bad debt expense, the preponderant portion of which is attributable to its hospitals and clinics. This information is contained in Footnote 3, Accounts Receivable, on page 22 of the audited financial statements.
Part III, Line 8: Costing Methodology - Medicare Allowable Costs:The methodology for determining Medicare allowable costs consisted of applying an overall hospital cost-to-charge ratio to gross Medicare charges from the hospital billing system. The resulting shortfall is entirely deemed as community benefit because the cost of providing related care consistently exceeds reimbursement from Medicare. The hospital accepts all Medicare patients with the knowledge that there may be shortfalls and operates to promote the health of the community. The organization believes the Medicare shortfall should be treated as a community benefit because Medicare does not fully compensate hospitals for the cost of providing hospital care to Medicare beneficiaries.In FY15, such shortfalls amounted to $69,382,322.
Part III, Line 9b: Collection Practices:Although Vanderbilt University's policies do not contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance, in practice, if a patient qualifies for a 100% charity care write off, the account is closed and no further collection efforts are made. If a patient qualifies for a partial charity care write off, the account is reduced for the applicable charity discount and normal collection efforts are made. The extraordinary collection actions that may be taken, after reasonable efforts are made to ensure a patient is not eligible for financial assistance on the remaining balance, include: - A Lien - Attachment or seizure of a bank account or other personal property - Commencement of a civil action against an individual - Wage garnishment
Form 990, Schedule H, Part VI, Line 2: Needs Assessment:Vanderbilt continually assesses the health care needs of the communities it serves. The Vanderbilt Patient and Family Advisory Council is a committee made up of community volunteers which partners with Vanderbilt's health care team and leadership to assess needs and evaluate services and programs. The Council serves as a vital link between the hospital and the community. Vanderbilt also performed an internal survey of community health related program managers regarding perceptions of community health needs for children and adults. To make use of the data and assessments, Vanderbilt formed an internal committee of program managers and hospital leaders which meets regularly. Vanderbilt and Vanderbilt Stallworth Rehabilitation Hospital have also formed an advisory committee which meets to continually assess the needs of the community and drive improvements in care and processes for the communities they serve. Vanderbilt further assesses the health care needs of the communities it serves by playing an active role in groups such as the Healthy Nashville Leadership Council, Williamson County Health Council, and the Rutherford County Wellness Council. Vanderbilt carefully reviews the many health care needs assessments published by these local groups (Alignment Nashville, Saint Thomas Health, Nashville Area Chamber of Commerce, Metro Social Services, Healthy Nashville, and the TN Department of Health, among others) to help gauge the needs and resources within the community. In addition, Vanderbilt has developed partnerships with the state department of health to stay abreast of important community health care needs.
Form 990, Schedule H, Part VI, Line 3, Facility 1: Patient Education of Eligibility for Assistance:Patients are notified of potential assistance under Federal, State or local government programs or under the organization's charity care policy via signage posted in the patient care registration points including hospitals, emergency departments, and clinics; brochures available at registration points; and language included on all statements mailed to patients advising them we have a financial assistance program if they need help paying their medical bills. Pre-Admitting, Registration, or Billing personnel may refer uninsured or low income patients to financial counseling personnel to discuss qualifications for free or discounted care.Form 990, Schedule H, Part VI, Line 3 Facility 2:Patient Education of Eligibility for Assistance:A summary of the Vanderbilt Stallworth Rehabilitation Hospital policy is posted in the main elevator to the patient care units.
Form 990, Schedule H, Part VI, Line 4, Facility 1: Community Information:The Vanderbilt University Medical Center (VUMC), located in Nashville, Tennessee, serves Tennessee, northern Alabama and southern Kentucky. Three hospitals comprise the Vanderbilt Hospital System: the Vanderbilt University Hospital (adult care), the Monroe Carell, Jr. Children's Hospital at Vanderbilt and the Vanderbilt Psychiatric Hospital. Annually, the Vanderbilt University Hospitals (excludes Vanderbilt Health Services, LLC and subsidiaries) have approximately 59,026 discharges. Annually, VUMC also provides approximately 1.89 million outpatient visits, including 121,663 to the emergency departments of the three hospitals. Vanderbilt University Hospitals provide critical and often unique health care resources to the community and provide broad access to care. The majority of Vanderbilt's patients live in four Tennessee counties: Davidson, Williamson, Rutherford and Montgomery.
Form 990, Schedule H, Part VI, Line 4, Facility 2: Community Information:The Vanderbilt Stallworth Rehabilitation Hospital (Stallworth), is located in Nashville, Tennessee, serves middle Tennessee, southern Kentucky and the northern parts of Mississippi, Alabama and Georgia. This 80-bed hospital is a joint venture between Vanderbilt University Medical Center and HealthSouth and offers comprehensive acute rehabilitation services. Annually, Stallworth has approximately 1,467 discharges. The majority of Stallworth's patients live in four Tennessee counties Davidson, Montgomery, Rutherford and Williamson.
Form 990, Schedule H, Part VI, Line 5: Promotion of Community Health:In addition to information provided in Part V, Line 11, Part VI, Line 6 and Vanderbilt University's publicly available CHNA and Implementation Strategy, for more information on how Vanderbilt promotes the health of the community please see:"Vanderbilt University Medical Center Facts 2014-2015" as found at http://www.mc.vanderbilt.edu/documents/main/files/VanderbiltFactBook2014-2015-web.pdf"Vanderbilt in Tennessee: County by County" as found at http://www.vanderbilt.edu/cngr/map/"Vanderbilt University Vital Stats 2015" as found at http://www.vanderbilt.edu/vitalstats/2015/
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number
62-0476822
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC 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) ABT Associates Inc
4550 Montgomery Avenue Suite 800N
Bethesda,MD208145341
04-2347643 N/A 95,039   Not applicable Not applicable Research
(2) Acoustic Neuroma Association
600 Peachtree Parkway
Cuming,GA30041
23-2170836 501(c)(3) 10,000   Not applicable Not applicable Contribution
(3) Adventure Science Center
800 Fort Negley Bld
Nashville,TN37203
62-0479192 501(c)(3) 6,320   Not applicable Not applicable Instruction
(4) Albert Einstein College of Medicine
1300 Morris Park Ave
Bronx,NY10461
13-1624225 501(c)(3) 127,028   Not applicable Not applicable Research
(5) American Association of Endocrine Surgeons
11300 W Olympic Blvd
Los Angeles,CA90064
27-2484289 501(c)(3) 12,500   Not applicable Not applicable Contribution
(6) American Association of Kidney Patients
2701 N Ricky Point Dr
Tampa,FL33607
11-2306416 501(c)(3) 10,000   Not applicable Not applicable Contribution
(7) American Cancer Society
2000 Charlotte Avenue
Nashville,TN37203
13-1788491 501(c)(3) 15,000   Not applicable Not applicable Contribution
(8) American Heart Association
1101 Northchase Parkway Suite 1
Marietta,GA30067
13-5613797 501(c)(3) 175,000   Not applicable Not applicable Contribution
(9) American Liver Foundation
39 Broadway Suite 2700
New York,NY10006
36-2883000 501(c)(3) 8,000   Not applicable Not applicable Contribution
(10) American Psychiatric Foundation
1000 Wilson Boulevard
Arlington,VA22209
13-0433740 501(c)(6) 6,300   Not applicable Not applicable Contribution
(11) Arizona State University
Box 873503
Tempe,AZ852873503
86-0196696 GOVT 381,314   Not applicable Not applicable Research
(12) Atlanta Research and Education
1902 Clairmont Road
Decatur,GA30033
58-1857346 501(c)(3) 15,098   Not applicable Not applicable Research
(13) Auburn University
208 M White Smith Hall
Auburn University,AL368495110
63-6000724 501(c)(3) 63,636   Not applicable Not applicable Research
(14) Aurora Health Care Inc
PO Box 341880
Milwaukee,WI532341881
39-1442285 501(c)(3) 11,936   Not applicable Not applicable Research
(15) Austin Peay University
PO Box 4635
Clarksville,TN370444635
62-0646576 GOVT 53,636   Not applicable Not applicable Research
(16) Baylor College of Medicine
P O Box 301207
Dallas,TX753031207
74-1613878 501(c)(3) 160,935   Not applicable Not applicable Research
(17) Baylor Research Institute
PO Box 846275
Dallas,TX75284
75-1921898 501(c)(3) 65,252   Not applicable Not applicable Research
(18) Baystate Medical Center Inc
PO Box 414168
Boston,MA022414168
04-2790311 501(c)(3) 99,924   Not applicable Not applicable Research
(19) Beech Creek Ministries Inc
3101 Curtis Street
Nashville,TN37218
36-4651466 501(c)(3) 24,250   Not applicable Not applicable Research
(20) Belmont University
1900 Belmont Blvd
Nashville,TN37212
62-0465076 501(c)(3) 5,734   Not applicable Not applicable Research
(21) Berea College
CPO 2204 101 Chestnut Street
Berea,KY40404
61-0444650 501(c)(3) 78,650   Not applicable Not applicable Research
(22) Bethlehem Centers of Nashville
1417 Charlotte Avenue
Nashville,TN37203
62-0843073 501(c)(3) 15,000   Not applicable Not applicable Research
(23) Biomedical Research Foundation of South TX
PO Box 40512
San Antonio,TX782291512
74-2522436 501(c)(3) 16,300   Not applicable Not applicable Research
(24) BloodCenter of Wisconsin Inc
Box 78961
Milwaukee,WI532780961
39-0807235 501(c)(3) 164,541   Not applicable Not applicable Research
(25) Boeing IDS
PO Box 3707
Seattle,WA981242207
91-0425694 N/A 65,385   Not applicable Not applicable Research
(26) Boston Medical Center
Grants Administration/Res Finance
Boston,MA02118
04-3314093 501(c)(3) 58,356   Not applicable Not applicable Instruction
(27) Boston University
PO Box 28763
New York,NY100878763
04-2103547 501(c)(3) 9,271   Not applicable Not applicable Research
(28) Boys and Girls Clubs of Middle TN
1704 Charlotte Ave
Nashville,TN37203
62-0540402 501(c)(3) 25,500   Not applicable Not applicable Research
(29) Brigham and Women's Hospital Inc
221 Longwood Avenue
Boston,MA02115
04-2312909 501(c)(3) 592,534   Not applicable Not applicable Research
(30) Carnegie-Mellon University
5000 Forbes Avenue
Pittsburgh,PA152133890
25-0969449 501(c)(3) 120,671   Not applicable Not applicable Research
(31) Case Western Reserve University
10900 Euclid Avenue
Cleveland,OH441067037
34-1018992 501(c)(3) 592,302   Not applicable Not applicable Research
(32) Center for Biomedical Research LLC
1415 Old Weisgarber Road
Knoxville,TN37909
27-0952972 N/A 13,329   Not applicable Not applicable Research
(33) Central American Medical Outreach Inc
322 Westwood Avenue
Orrville,OH44667
34-1740695 501(c)(3) 56,070   Not applicable Not applicable Research
(34) CFD Research Corporation
601 Genome Way Suite 2301
Huntsville,AL35806
63-9044385 501(c)(3) 417,419   Not applicable Not applicable Research
(35) Chattanooga State Community College
4501 Amnicola Highway
Chattanooga,TN37406
62-0725362 GOVT 10,067   Not applicable Not applicable Research
(36) Children's Healthcare of Atlanta
1687 Tullie Circle NE
Atlanta,GA30329
58-2367819 501(c)(3) 23,264   Not applicable Not applicable Instruction
(37) Children's Hospital of Boston
Research Finance
Boston,MA022414413
04-2774441 501(c)(3) 41,881   Not applicable Not applicable Research
(38) Childrens Hospital of Los Angeles
4650 Sunset Boulevard
Los Angeles,CA90027
95-1690977 501(c)(3) 389,362   Not applicable Not applicable Research
(39) Childrens Hospital of Philadelphia
Lockbox 1457
Philadelphia,PA191781457
23-1352166 501(c)(3) 291,441   Not applicable Not applicable Research
(40) Childrens Research Institute
111 Michigan Avenue Northwest
Washington,DC20010
31-6056230 N/A 19,604   Not applicable Not applicable Research
(41) Claremont Graduate University
150 East Tenth Street Harper Hall
152
Claremont,CA91711
95-1664100 501(c)(3) 673,187   Not applicable Not applicable Public Service, Research
(42) Cleveland Clinic
PO Box 931531
Cleveland,OH441935006
34-0714585 501(c)(3) 686,617   Not applicable Not applicable Research
(43) Columbia University
PO Box 29789
New York,NY100879789
13-5598093 501(c)(3) 572,386   Not applicable Not applicable Research
(44) Community-Campus Partnerships for Health
Attn Faye Ziegeweid
Seattle,WA98195
94-3285533 501(c)(3) 6,000   Not applicable Not applicable Research
(45) Cooper Health System
3 Executive Campus
Cherry Hill,NJ08002
21-0634462 501(c)(3) 10,001   Not applicable Not applicable Research
(46) Dana Farber Cancer Institute Inc
450 Brookline Avenue
Boston,MA022155450
04-2263040 501(c)(3) 249,070   Not applicable Not applicable Research
(47) Dartmouth College
11 Rope Ferry Road
Hanover,NH037551404
02-0222111 501(c)(3) 132,010   Not applicable Not applicable Research
(48) David Lipscomb University
One University Park Drive
Nashville,TN37204
62-0485733 501(c)(3) 159,248   Not applicable Not applicable Instruction
(49) Delaware State University
Administration Building Room 307
Dover,DE199012202
51-0305893 501(c)(3) 27,899   Not applicable Not applicable Public Service
(50) Denver Health and Hospital Authority
Post Office Box 17093
Denver,CO802170093
84-1343242 GOVT 23,001   Not applicable Not applicable Research
(51) Dimagi Inc
585 Massachusetts Ave
Cambridge,MA02139
83-0343298 N/A 9,422   Not applicable Not applicable Research
(52) Duke University
PO Box 602651
Charlotte,NC28260
56-0532129 501(c)(3) 239,423   Not applicable Not applicable Research
(53) East Tennessee University
ORSP Box 70565
Johnson City,TN376141707
62-6021046 GOVT 7,668   Not applicable Not applicable Instruction
(54) Education Development Center Inc
55 Chapel Street
Newton,MA02458
04-2241718 501(c)(3) 766,537   Not applicable Not applicable Research
(55) Emory University
PO Box 935084
Atlanta,GA31193
58-0566256 501(c)(3) 914,633   Not applicable Not applicable Research, Contribution
(56) Erlanger Health System
910 Blackford St
Chattanooga,TN37403
62-6000101 501(c)(3) 14,878   Not applicable Not applicable Research
(57) Essentia Institute of Rural Health
502 East Second Street
Duluth,MN55805
27-1291124 501(c)(3) 10,130   Not applicable Not applicable Research
(58) Expaticore Services LLC
485C Route 1 South
Iselin,NJ08830
30-0126318 N/A 986,453   Not applicable Not applicable Research
(59) FACET Innovations LLC
1314 NE 43rd Street Suite 207
Seattle,WA98105
20-0155627 N/A 73,992   Not applicable Not applicable Research
(60) Filament Games LLC
2010 Eastwood Drive Suite 104
Madison,WI53704
41-2188923 N/A 31,875   Not applicable Not applicable Research
(61) Fisk University
1000 17th Ave N
Nashville,TN37208
62-0202000 501(c)(3) 530,191   Not applicable Not applicable Research
(62) Florida Atlantic University
PO Box 198660
Atlanta,GA303848660
65-0385507 501(c)(3) 157,392   Not applicable Not applicable Research
(63) Florida State University
874 Traditions Way PO Box 3064166
Tallahassee,FL323064166
59-6001138 501(c)(3) 97,463   Not applicable Not applicable Public Service, Research
(64) Fred Hutchinson Cancer Research Center
1100 Fairview Avenue N
Seattle,WA981091024
23-7156071 501(c)(3) 27,345   Not applicable Not applicable Research
(65) General Health System
8490 Picardy Avenue
Baton Rouge,LA70809
72-0475545 501(c)(3) 20,000   Not applicable Not applicable Research
(66) George Washington University
45155 Research Place
Ashburn,VA20147
53-0196584 501(c)(3) 126,988   Not applicable Not applicable Research
(67) Georgia Institute of Technology
505 Tenth Street NW
Atlanta,GA303320420
58-0603146 501(c)(3) 158,846   Not applicable Not applicable Research
(68) Georgia State University
Office Sponsored Prop Awards
Atlanta,GA303023999
58-6033185 501(c)(3) 112,803   Not applicable Not applicable Research
(69) Georgia State University Research
PO Box 3999
Atlanta,GA303023999
58-1845423 501(c)(3) 126,684   Not applicable Not applicable Research
(70) Gilda's Club Nashville
1707 Division Street
Nashville,TN37203
61-1614190 501(c)(3) 12,000   Not applicable Not applicable Contribution
(71) Greenway Health Inc
PO Box 203658
Dallas,TX753203658
58-2412516 N/A 204,400   Not applicable Not applicable Research
(72) H Lee Moffitt Cancer Center and Research Institute
PO Box 742801
Atlanta,GA303742801
59-2451713 501(c)(3) 271,156   Not applicable Not applicable Research
(73) Harvard University
PO Box 415649
Boston,MA022415649
04-2103580 501(c)(3) 543,513   Not applicable Not applicable Research
(74) Haskins Laboratories
300 George Street
New Haven,CT065116695
13-1628174 501(c)(3) 17,651   Not applicable Not applicable Research
(75) Health Research TX LLC
5 Neshaminy Interplex Plaza
Feasterville Trevose,PA19053
27-1776538 N/A 126,477   Not applicable Not applicable Research
(76) Healthpartners Institute for Education
PO Box 1524
Minneapolis,MN554401524
41-1670163 501(c)(3) 15,029   Not applicable Not applicable Research
(77) Hearts for Hearing Foundation
3525 NW 56th Street
Oklahoma City,OK73112
58-2670613 501(c)(3) 64,178   Not applicable Not applicable Research
(78) Heritage Foundation
PO Box 723
Franklin,TN37065
23-7042596 501(c)(3) 15,468   Not applicable Not applicable Contribution
(79) Hobart & William Smith Colleges
300 Pulteney Street
Geneva,NY14456
16-0743040 501(c)(3) 5,330   Not applicable Not applicable Research
(80) Hospital For Special Surgery
535 East 70th St
New York,NY10021
13-1624135 501(c)(3) 7,747   Not applicable Not applicable Instruction
(81) Hospital Hospitality House
214 Reidhurst Ave
Nashville,TN37203
62-0909363 501(c)(3) 25,000   Not applicable Not applicable Contribution
(82) Howard University
576 W Street NW
Washington,DC20059
53-0204707 501(c)(3) 25,453   Not applicable Not applicable Research
(83) Hudson Alpha Institute for Biotechnology
601 Genome Way
Huntsville,AL35806
43-2059317 501(c)(3) 110,902   Not applicable Not applicable Instruction
(84) Humanities Tennessee
306 Gay St Ste 306
Nashville,TN37201
62-0933337 501(c)(3) 10,000   Not applicable Not applicable Contribution
(85) IBEX Preclinical Research Inc
1072 RSI Drive
Logan,UT84321
20-0756707 N/A 84,276   Not applicable Not applicable Research
(86) Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place
New York,NY10029
13-6171197 501(c)(3) 132,437   Not applicable Not applicable Research
(87) IHC Health Services Inc
PO Box 57828
Salt Lake City,UT841570828
94-2854057 501(c)(3) 17,883   Not applicable Not applicable Research
(88) Indiana University
PO Box 1847
Bloomington,IN474021847
35-6001673 501(c)(3) 65,889   Not applicable Not applicable Research
(89) Institute for Broadening Participation
281 Main Street
Damariscotta,ME04543
20-1891162 501(c)(3) 9,572   Not applicable Not applicable Public Service
(90) Institute for Cancer Research
604 Cottman Avenue
Cheltenham,PA19012
23-6296135 501(c)(3) 42,567   Not applicable Not applicable Research
(91) International Epidemiology Institute
1455 Research Blvd
Rockville,MD20850
52-1882011 N/A 2,314,596   Not applicable Not applicable Research
(92) Inverness Research Associates
PO Box 313
Inverness,CA94937
68-0303342 N/A 25,000   Not applicable Not applicable Research
(93) J Craig Venter Institute
9704 Medical Center Drive
Rockville,MD20850
52-1842938 501(c)(3) 62,314   Not applicable Not applicable Research
(94) Jackson Laboratory
610 Main Street
Bar Harbor,ME04609
01-0211513 501(c)(3) 69,652   Not applicable Not applicable Instruction
(95) Jackson Madison County General Hospital
620 Skyline Drive
Jackson,TN38301
62-6010402 501(c)(3) 11,767   Not applicable Not applicable Research
(96) Johns Hopkins University
12529 Collections Center Drive
Chicago,IL60693
52-0595110 501(c)(3) 359,341   Not applicable Not applicable Research
(97) Joslin Diabetes Center
One Joslin Place
Boston,MA02215
04-2203836 501(c)(3) 41,942   Not applicable Not applicable Research
(98) Junior League of Nashville
2202 Crestmoor Road
Nashville,TN37215
62-0476815 501(c)(3) 20,000   Not applicable Not applicable Contribution
(99) Juvenile Diabetes Research Fdn
105 Westpark Drive Ste 415
Brentwood,TN37027
23-1907729 501(c)(3) 25,000   Not applicable Not applicable Contribution
(100) Kaiser Foundation Research Institute
1800 Harrison Street
Oakland,CA946123433
94-1105628 501(c)(3) 12,151   Not applicable Not applicable Research
(101) Kestrel Institute
3260 Hillview Avenue
Palo Alto,CA943041220
94-2750021 501(c)(3) 50,973   Not applicable Not applicable Research
(102) Legacy Research Institute
1919 NW Lovejoy
Portland,OR97209
93-0386823 501(c)(3) 17,328   Not applicable Not applicable Research
(103) Leland Stanford Junior University
651 Serra Street Room 260
Stanford,CA943054125
94-1156365 501(c)(3) 221,669   Not applicable Not applicable Research
(104) Louisiana State University
433 Bolivar Street
New Orleans,LA70112
72-6000848 501(c)(3) 27,389   Not applicable Not applicable Research
(105) LSU Health Sciences Center New Orleans
433 Bolivar Street
New Orleans,LA70112
72-6087770 501(c)(3) 76,736   Not applicable Not applicable Research
(106) March of Dimes
98 North Star Drive Suite D
Jackson,TN38305
13-1846366 501(c)(3) 15,500   Not applicable Not applicable Contribution
(107) Massachusetts General Hospital
Bank of America PO Box 3829
Boston,MA022413829
04-2697983 501(c)(3) 644,719   Not applicable Not applicable Research
(108) Massachusetts Institute of Technology
77 Massachusetts Avenue Room
E19-604
Cambridge,MA021394307
04-2103594 501(c)(3) 385,712   Not applicable Not applicable Research
(109) Matthew Walker Comprehensive Health
1035 14th Avenue North
Nashville,TN37208
62-1035426 501(c)(3) 14,958   Not applicable Not applicable Instruction
(110) Mayo Clinic Rochester
PO Box 860334
Minneapolis,MN554860334
41-6011702 501(c)(3) 111,500   Not applicable Not applicable Research
(111) Mayo Clinic Scottsdale
PO Box 860334
Minneapolis,MN554860334
86-0800150 501(c)(3) 6,000   Not applicable Not applicable Research
(112) Medical College of Wisconsin Inc
9200 W Wisconsin Ave
Milwaukee,WI53226
39-0806261 501(c)(3) 142,393   Not applicable Not applicable Research
(113) Medical University of South Carolina
19 Hagood Ave
Charleston,SC29425
57-6000722 GOVT 175,821   Not applicable Not applicable Research
(114) Meharry Medical College
1005 DB Todd Blvd
Nashville,TN37208
62-0488046 501(c)(3) 1,401,796   Not applicable Not applicable Research, Contribution
(115) Memorial Sloan - Kettering Cancer Center
PO Box 27084
New York,NY100878763
13-1924236 501(c)(3) 41,616   Not applicable Not applicable Instruction
(116) Mental Health America of MD TN
295 Plus Park Blvd
Nashville,TN37217
62-0637710 501(c)(3) 11,500   Not applicable Not applicable Contribution
(117) Metro Board of Parks & Recreation
2801 Tucker Road
Nashville,TN37218
62-0694743 Metro Nashville Govt 50,544   Not applicable Not applicable Research
(118) Metro Public Health Department
2500 Charlotte Ave
Nashville,TN372094129
62-0694743 Metro Nashville Govt 34,615   Not applicable Not applicable Research
(119) Metropolitan Government of Nashville
222 Third Avenue N
Nashville,TN37201
62-0694743 Metro Nashville Govt 72,237   Not applicable Not applicable Research
(120) Metropolitan Nashville Public Schools
2601 Bransford Ave
Nashville,TN37210
62-0717138 Metro Nashville Govt 34,590 3,500 Cost Books Research, Contribution
(121) Michigan State University
CGA 301 Administration Bldg
East Lansing,MI488241046
38-6005984 501(c)(3) 186,723   Not applicable Not applicable Research
(122) Middle Tennessee Research Institute
1310 24th Avenue S
Nashville,TN37212
62-1387860 501(c)(3) 11,642   Not applicable Not applicable Research
(123) Middle Tennessee State University
1301 East Main Street MGB Bldg
Murfreesboro,TN371320001
62-6005794 501(c)(3) 113,867   Not applicable Not applicable Research, Instruction
(124) Moves & Grooves Inc
5252 Hickory Hollow Pkwy
Antioch,TN37013
68-0516440 501(c)(3) 33,000   Not applicable Not applicable Research
(125) Nashville Downtown Partnership
150 4th Ave North Ste G-150
Nashville,TN37219
62-1774641 N/A 5,375   Not applicable Not applicable Contribution
(126) Nashville Neurosurgery Group
330 22nd Ave N
Nashville,TN37204
20-8765191 N/A 15,683   Not applicable Not applicable Research
(127) Nashville Public Library Foundation
615 Church Street
Nashville,TN37219
62-1681766 501(c)(3) 59,732   Not applicable Not applicable Research, Contribution
(128) Nashville Symphony Orchestra
1 Symphony Place
Nashville,TN37201
62-0550979 501(c)(3) 25,000   Not applicable Not applicable Contribution
(129) National Alliance on Mental Illness Davidson County
1101 Kermit Drive
Nashville,TN37217
45-3016459 501(c)(3) 7,365   Not applicable Not applicable Contribution
(130) National Disease Research Interchange
8 Penn Center
Philadelphia,PA19103
23-2213205 501(c)(3) 94,706   Not applicable Not applicable Research
(131) National Jewish Health
1400 Jackson Street
Denver,CO80206
74-2044647 501(c)(3) 8,890   Not applicable Not applicable Research
(132) National Opinion Research Center
55 E Monroe 20th Floor
Chicago,IL60603
36-2167808 501(c)(3) 211,602   Not applicable Not applicable Research
(133) North Carolina State University
OCG Campus Box 7214
Raleigh,NC276957214
56-6000756 GOVT 257,419   Not applicable Not applicable Research
(134) NW Arkansas Education Service Cooperative
4 N Double Spring Rd
Farmington,AR727302522
71-0615858 N/A 122,423   Not applicable Not applicable Research
(135) Northwestern University
ASRSP 619 Clark Street Room 217
Evanston,IL602081112
36-2167817 501(c)(3) 249,805   Not applicable Not applicable Research
(136) Oakland University
529 Wilson Hall
Rochester,MI48309
38-1714400 GOVT 69,881   Not applicable Not applicable Research
(137) Ohio State Univ Research Foundation
1960 Kenny Road
Columbus,OH432101063
31-6401599 501(c)(3) 80,852   Not applicable Not applicable Research
(138) Ohio State University
1960 Kenny Rd
Columbus,OH43210
31-6025986 501(c)(3) 160,394   Not applicable Not applicable Research
(139) Oregon Health & Science University
2525 SW 1st Ave Suite 125
Portland,OR97201
93-1176109 501(c)(3) 393,753   Not applicable Not applicable Research
(140) Oregon State University
312 Kerr Administration Bldg
Corvallis,OR973312140
48-1278540 501(c)(3) 144,080   Not applicable Not applicable Research
(141) Palo Alto Research Center Inc
3333 Coyote Hill Road
Palo Alto,CA943041314
06-1568182 N/A 1,302,463   Not applicable Not applicable Research
(142) Palo Alto Veterans Institute for
Post Office Box V-38
Palo Alto,CA94304
77-0207331 501(c)(3) 90,333   Not applicable Not applicable Research
(143) Pencil Foundation
421 Great Circle Road Suite 100A
Nashville,TN37228
58-1475675 501(c)(3) 11,000   Not applicable Not applicable Research
(144) Pennsylvania State University
227 West Beaver Ave
State College,PA168014819
24-6000376 501(c)(3) 668,457   Not applicable Not applicable Research
(145) Piedmont Respiratory Research Foundation
PO Box 10302
Greensboro,NC27404
52-2379416 501(c)(3) 27,766   Not applicable Not applicable Instruction
(146) Purdue University
23510 Network Pl
Chicago,IL606731235
35-6002041 501(c)(3) 111,383   Not applicable Not applicable Research
(147) Rand Corporation
1776 Main Street PO Box 2138
Santa Monica,CA904072138
95-1958142 501(c)(3) 73,932   Not applicable Not applicable Research, Instruction
(148) Regents of the University of California
Accounting Office
Irvine,CA926971050
94-6036494 501(c)(3) 52,705   Not applicable Not applicable Research
(149) Regents of the University of California Berkeley
2150 Shattuck Ave Ste 313
Berkeley,CA947045940
94-6002123 501(c)(3) 180,780   Not applicable Not applicable Research
(150) Regents of the Univ of Colorado Boulder
3100 Marine Street
Boulder,CO80309
84-6000555 501(c)(3) 46,558   Not applicable Not applicable Research
(151) Research Foundation for
Attn Accounts Receivable Dept
Albany,NY12204
14-1410842 501(c)(3) 36,951   Not applicable Not applicable Research
(152) Research Foundation for State University
PO Box 9
Albany,NY122010009
14-1368361 501(c)(3) 11,434   Not applicable Not applicable Research
(153) Research Institute at Nationwide Children's Research
700 Childrens Drive
Columbus,OH43205
31-6056230 N/A 180,270   Not applicable Not applicable Research
(154) Research Triangle Institute
PO Box 900002
Raleigh,NC276759000
56-0686338 501(c)(3) 30,275   Not applicable Not applicable Research
(155) Rhode Island Hospital
593 Eddy Street
Providence,RI02093
05-0258954 501(c)(3) 5,858   Not applicable Not applicable Research
(156) Risk Assessment Corporation
417 Till Road
Neeses,SC29107
57-0701628 501(c)(3) 218,003   Not applicable Not applicable Research
(157) Ronald McDonald House Charities of Nashville
2144 Fairfax Ave
Nashville,TN37212
62-1310717 501(c)(3) 8,200   Not applicable Not applicable Contribution
(158) Rush University Medical Center
Fund Accounting
Chicago,IL606123244
36-2174823 501(c)(3) 102,777   Not applicable Not applicable Research
(159) Rutgers University
65 Davidson Rd Room 306
Piscataway,NJ088545602
22-6001086 501(c)(3) 1,029,047   Not applicable Not applicable Research
(160) Scott and White Hospital
Attn Becky Jones
Temple,TX76508
74-1166904 501(c)(3) 15,029   Not applicable Not applicable Research
(161) Scripps Research Institute
10550 North Torrey Pines Road
La Jolla,CA920371000
33-0435954 501(c)(3) 100,551   Not applicable Not applicable Research
(162) Seattle Children's Hospital
PO Box 24728
Seattle,WA981240728
91-0564748 501(c)(3) 60,812   Not applicable Not applicable Research
(163) Securboration Inc
1050 West NASA Blvd Suite 155
Melbourne,FL32901
59-3729686 N/A 152,852   Not applicable Not applicable Research
(164) Select Physicians Alliance PL
5 Tampa General Cir
Tampa,FL33606
27-3337174 N/A 41,244   Not applicable Not applicable Research
(165) Shepherd Center Inc
2020 Peachtree Road NW
Atlanta,GA30309
51-0141601 501(c)(3) 100,000   Not applicable Not applicable Research
(166) Sickle Cell Foundation of Tennessee
PO Box 242046
Memphis,TN38124
26-3954703 501(c)(3) 54,052   Not applicable Not applicable Instruction
(167) Sloan Kettering Institute for Cancer Research
633 Third Avenue 3rd Floor
New York,NY10017
13-1624182 N/A 66,055   Not applicable Not applicable Research
(168) Social and Scientific Systems Inc
8757 Georgia Avenue
Silver Spring,MD20910
52-1114970 N/A 249,975   Not applicable Not applicable Instruction
(169) SRI International
333 Ravenswood Avenue
Menlo Park,CA94025
94-1160950 501(c)(3) 240,765   Not applicable Not applicable Research
(170) St Judes Childrens Research Hospital
PO Box 1000
Memphis,TN381480949
62-0646012 501(c)(3) 34,380   Not applicable Not applicable Instruction
(171) St Lukes Roosevelt Hospital
555 West 57th Street
New York,NY10019
13-2997301 501(c)(3) 36,446   Not applicable Not applicable Instruction
(172) St Thomas Midtown Hospital
2000 Church St
Nashville,TN37236
62-1869474 501(c)(3) 8,221   Not applicable Not applicable Instruction
(173) Stanford University
PO Box 44253
San Francisco,CA941444253
94-1156365 501(c)(3) 534,814   Not applicable Not applicable Research
(174) STEM Innovations
6355 Daleview Road
Cincinnati,OH45247
40-5131052 N/A 35,379   Not applicable Not applicable Research
(175) Susan G Komen
West End Ave
Nashville,TN37203
84-1689067 501(c)(3) 6,000   Not applicable Not applicable Contribution
(176) Syracuse University
Bursar Operations
Syracuse,NY132441140
15-0532081 501(c)(3) 144,346   Not applicable Not applicable Instruction
(177) T J Martell Foundation
15 Music Square West Suite C
Nashville,TN37203
51-0180178 501(c)(3) 75,000   Not applicable Not applicable Contribution
(178) Temple University
1852 N 10th Street
Philadelphia,PA19122
23-1365971 501(c)(3) 132,664   Not applicable Not applicable Research
(179) Tennessee Academy of Family Physicians
212 Overlook Circle
Brentwood,TN37207
62-1397653 501(c)(3) 12,000   Not applicable Not applicable Contribution
(180) Tennessee Disability Coalition
955 Woodland Street
Nashville,TN37206
62-1447320 501(c)(3) 10,994   Not applicable Not applicable Instruction
(181) TN Emergency Medical Services for Children
2007 Terrace Pl
Nashville,TN37203
20-2802786 501(c)(3) 11,500   Not applicable Not applicable Contribution
(182) Tennessee Kidney Foundation
95 White Bridge Road Ste 300
Nashville,TN37205
27-0812507 501(c)(3) 8,000   Not applicable Not applicable Contribution
(183) Tennessee Medical Foundation
216 Centerview Drive Suite 304
Brentwood,TN37027
62-0541813 501(c)(3) 7,500   Not applicable Not applicable Contribution
(184) Tennessee Performing Arts Center
PO Box 190660
Nashville,TN37219
58-1320590 501(c)(3) 15,000   Not applicable Not applicable Contribution
(185) Tennessee State University
3500 John Merritt Blvd
Nashville,TN372091561
62-0786119 501(c)(3) 123,649   Not applicable Not applicable Research, Instruction
(186) Tennessee Technological University
ORGS Box 5012
Cookeville,TN385050001
62-0646806 501(c)(3) 21,821   Not applicable Not applicable Instruction
(187) Texas A&M AgriLife Research
400 Harvey Mitchell Pkwy S
College Station,TX77845
74-6000541 GOVT 51,042   Not applicable Not applicable Research
(188) Texas A&M University
400 Harvey Mitchell Parkway South
College Station,TX77845
74-6000531 GOVT 21,519   Not applicable Not applicable Research
(189) The Community Fdn Of Middle TN Inc
3833 Cleghorn Ave
Nashville,TN37215
62-1471789 501(c)(3) 7,750   Not applicable Not applicable Contribution
(190) The Conservancy For The Parthenon And Centennial Park
PO Box 196340
Nashville,TN372196340
58-1609026 501(c)(3) 10,000   Not applicable Not applicable Contribution
(191) The Foundation of the National Student Nurses Association
45 Main Street Suite 606
Brooklyn,NY11201
13-3123125 501(c)(3) 7,500   Not applicable Not applicable Contribution
(192) The Governor's Foundation for Health
511 Union St 720
Nashville,TN37219
45-3635908 501(c)(3) 27,000   Not applicable Not applicable Contribution
(193) Tougaloo College
500 West County Line Road
Tougaloo,MS39174
64-0303093 501(c)(3) 76,574   Not applicable Not applicable Research
(194) Translational Genomics Research Inst
445 North Fifth Street
Phoenix,AZ85004
75-3065445 501(c)(3) 216,887   Not applicable Not applicable Research
(195) TSSAA-Tennessee Secondary School Athletic Association
3333 Lebanon Road
Hermitage,TN37076
62-0555481 501(c)(3) 8,250   Not applicable Not applicable Contribution
(196) US Army Inst of Surgical Res
3400 Rawley E Chamber Ave
Ft Sam Houston,TX782346315
30-0440374 GOVT 132,704   Not applicable Not applicable Research
(197) United Way of the Mid South
209 Gothic Court Suite 107
Franklin,TN37067
62-6049469 501(c)(3) 7,000   Not applicable Not applicable Contribution
(198) University of Alabama
1720 2nd Avenue South
Birmingham,AL35294
63-6001138 501(c)(3) 7,235   Not applicable Not applicable Research
(199) University of Alabama at Birmingham
1720 7th Avenue South
Birmingham,AL352940017
63-6005396 501(c)(3) 72,598   Not applicable Not applicable Research, Instruction
(200) University of Arizona
PO Box 3308
Tucson,AZ857223308
86-6004791 501(c)(3) 341,794   Not applicable Not applicable Research
(201) University of Arkansas
4301 W Markham Street
Little Rock,AR72205
71-0236904 501(c)(3) 23,376   Not applicable Not applicable Research
(202) University of Arkansas for Medical
4301 West Markham
Little Rock,AR72205
71-6046242 501(c)(3) 9,978   Not applicable Not applicable Research
(203) University of California - Los Angeles
Box 951406 11000 Kinross Bldg Ste
102
Los Angeles,CA90095
95-6006143 501(c)(3) 427,670   Not applicable Not applicable Research
(204) Univ of California - Riverside
200 Univ Office Building
Riverside,CA92521
95-6006142 501(c)(3) 19,457   Not applicable Not applicable Research
(205) Univ of CA Hastings College of Law
200 McAllister Street
San Francisco,CA94102
94-2581680 501(c)(3) 5,900   Not applicable Not applicable Research
(206) University of California Irvine
Biological Sciences 3 Suite 1400
Irvine,CA926971050
95-2226406 501(c)(3) 242,710   Not applicable Not applicable Research
(207) University of California San Diego
9500 Gilman Dr MC0009
La Jolla,CA920930009
95-6006144 501(c)(3) 128,727   Not applicable Not applicable Research
(208) University of California San Francisco
3333 California St
San Francisco,CA941430962
94-6036493 501(c)(3) 333,732   Not applicable Not applicable Research
(209) University of Chicago
6054 S Drexel Ave
Chicago,IL60637
36-2177139 501(c)(3) 222,471   Not applicable Not applicable Public Service
(210) University of Cincinnati
PO Box 932641
Cleveland,OH44193
31-6000989 501(c)(3) 124,832   Not applicable Not applicable Research
(211) University of Colorado
Office of Grants and Contracts
Denver,CO802910238
84-6000555 501(c)(3) 356,637   Not applicable Not applicable Research
(212) University of Connecticut
438 Whitney Road Extension
Storrs Mansfield,CT06269
06-0772160 501(c)(3) 35,106   Not applicable Not applicable Research
(213) University of Delaware
209 Hullihen Hall
Newark,DE19716
51-3000297 501(c)(3) 14,991   Not applicable Not applicable Research
(214) University of Florida
1149 S Newell Dr
Gainesville,FL32611
59-6002052 501(c)(3) 271,843   Not applicable Not applicable Research
(215) University of Hawaii
2440 Campus Road Box 368
Honolulu,HI96822
99-6000354 GOVT 28,727   Not applicable Not applicable Research
(216) University of Illinois
Grants and Contracts
Springfield,IL627084610
37-6000511 501(c)(3) 93,331   Not applicable Not applicable Research
(217) University of Kentucky Research
P O Box 931113
Cleveland,OH44193
61-6033693 501(c)(3) 118,212   Not applicable Not applicable Research
(218) University of Louisville
300 East Market St Suite 300
Louisville,KY402021959
61-1014882 501(c)(3) 10,982   Not applicable Not applicable Research
(219) University of Maryland
4101 Chesapeake Building
College Park,MD207423141
52-6002033 501(c)(3) 749,738   Not applicable Not applicable Research
(220) University of Massachusetts - Worcester
55 Lake Avenue North
Worcester,MA01605
04-3167352 501(c)(3) 358,158   Not applicable Not applicable Research
(221) University of Memphis
Administration Bldg Room 315
Memphis,TN38152
62-0648618 501(c)(3) 27,306   Not applicable Not applicable Instruction, Research
(222) University of Miami
P O Box 405803
Atlanta,GA303845803
59-0624458 501(c)(3) 128,080   Not applicable Not applicable Instruction
(223) University of Michigan
Box 223131
Pittsburgh,PA152512131
38-6006309 501(c)(3) 185,281   Not applicable Not applicable Research
(224) University of Minnesota
200 Oak Street SE Suite 450
Minneapolis,MN554552070
41-6007513 501(c)(3) 593,170   Not applicable Not applicable Public Service
(225) University of Missouri-Columbia
310 Jesse Hall
Columbia,MO65211
43-6003859 501(c)(3) 118,829   Not applicable Not applicable Research
(226) University of Norte Dame
Office of Research
Notre Dame,IN46556
35-0868188 501(c)(3) 226,276   Not applicable Not applicable Research
(227) Univ of North Carolina Charlotte
9201 University City Blvd
Charlotte,NC28223
56-0791228 501(c)(3) 85,987   Not applicable Not applicable Instruction
(228) Univ of North Carolina-Chapel Hill
104 Airport Dr Ste 2200
Chapel Hill,NC275991350
56-6001393 501(c)(3) 857,683   Not applicable Not applicable Research
(229) University of North Dakota
264 Centennial Drive
Grand Forks,ND582027306
45-6002491 501(c)(3) 19,341   Not applicable Not applicable Research
(230) University of North Florida
1 UNF Drive
Jacksonville,FL32224
59-2976169 GOVT 64,269   Not applicable Not applicable Research
(231) University of Pennsylvania
PO Box 785541
Philadelphia,PA191785541
23-1352685 501(c)(3) 552,447   Not applicable Not applicable Research
(232) University of Pittsburgh
PO Box 371220
Pittsburgh,PA152517220
25-0965591 501(c)(3) 496,824   Not applicable Not applicable Research
(233) University of South Carolina
901 Sumter Street
Columbia,SC29208
57-6001153 501(c)(3) 29,320   Not applicable Not applicable Research
(234) University of South Florida
4202 E Fowler Ave
Tampa,FL336209951
59-0879015 GOVT 107,956   Not applicable Not applicable Research
(235) University of Southern California
File No 52095
Los Angeles,CA900742095
95-1642394 501(c)(3) 147,115   Not applicable Not applicable Research
(236) University of Tennessee
201 Andy Holt Tower
Knoxville,TN379960100
62-6001636 501(c)(3) 1,201,165   Not applicable Not applicable Research, Public Service, Instruction
(237) University of Texas at Austin
PO Box 7159
Austin,TX787137159
74-6000203 501(c)(3) 68,902   Not applicable Not applicable Public Service
(238) University of Texas Dallas
800 W Campbell Road
Richardson,TX750803021
75-1305566 501(c)(3) 55,773   Not applicable Not applicable Public Service
(239) University of Texas Health Science
7703 Floyd Curl Drive MSC 7828
San Antonio,TX782293900
74-1586031 501(c)(3) 28,953   Not applicable Not applicable Research, Public Service
(240) University of Texas Medical Branch
PO Box 660120
Dallas,TX75266
74-6000949 501(c)(3) 433,984   Not applicable Not applicable Research
(241) University of Texas Southwestern Medical
PO Box 841765
Dallas,TX752841765
75-6002868 501(c)(3) 640,691   Not applicable Not applicable Research
(242) University of Utah
201 South Presidents Circle
Salt Lake City,UT841129020
87-6000525 501(c)(3) 44,343   Not applicable Not applicable Research
(243) University of Vermont
PO Box 1389
Williston,VT054951389
37-6047339 501(c)(3) 209,301   Not applicable Not applicable Research
(244) University of Virginia
OSP PO Box 400195
Charlottesville,VA229044195
54-6001796 501(c)(3) 44,245   Not applicable Not applicable Research
(245) University of Washington
OSP Box 359472
Seattle,WA98195
91-6001537 501(c)(3) 450,360   Not applicable Not applicable Research
(246) University of Wisconsin-Madison
21 North Park Street Suite 6401
Madison,WI53715
39-6006492 501(c)(3) 984,605   Not applicable Not applicable Research
(247) Urban Housing Solutions Inc
822 Woodland Street
Nashville,TN37206
62-1466422 501(c)(3) 29,154   Not applicable Not applicable Research
(248) Vaccine and Gene Therapy Institute of
9801 SW Discovery Way
Port Saint Lucie,FL34987
36-4631835 501(c)(3) 112,852   Not applicable Not applicable Research
(249) Virginia Commonwealth University
730 East Broad Street
Richmond,VA23284
54-6001758 501(c)(3) 36,565   Not applicable Not applicable Instruction
(250) Virginia Polytechnic Institute
460 Turner Street Suite 360
Blacksburg,VA24060
54-6001805 501(c)(3) 75,066   Not applicable Not applicable Research
(251) Wake Forest University Health Sciences
Sponsored Programs
Winston Salem,NC27157
56-0532138 501(c)(3) 31,440   Not applicable Not applicable Research
(252) Washington State University
342 French Administration Building
Pullman,WA991641039
91-6001108 501(c)(3) 75,123   Not applicable Not applicable Research
(253) Washington University
700 Rosedale Avenue
Saint Louis,MO631121408
43-0653611 501(c)(3) 1,070,488   Not applicable Not applicable Research, Instruction
(254) Weill Medical College
575 Lexington Ave 9th Floor
New York,NY10022
13-1623978 501(c)(3) 1,357,299   Not applicable Not applicable Instruction
(255) Williamson County Fair Association Inc
1007 Mooreland Blvd
Brentwood,TN37027
81-0644815 501(c)(3) 10,000   Not applicable Not applicable Contribution
(256) Williamson Medical Center Fdn
4321 Carothers Pkwy
Franklin,TN37067
62-1501534 501(c)(3) 267,633   Not applicable Not applicable Research, Contribution
(257) Williamson Inc
5005 Meridian Boulevard
Franklin,TN37067
20-2574549 501(c)(3) 26,000   Not applicable Not applicable Contribution
(258) Womens Center PC
PO Box 110075
Nashville,TN372220075
62-1484565 N/A 31,638   Not applicable Not applicable Research
(259) Women's Survivors Alliance
PO Box 222
Brentwood,TN37204
45-4592126 501(c)(3) 5,700   Not applicable Not applicable Contribution
(260) Y M C A Of Middle Tennessee
1021 Russell Street
Nashville,TN37206
62-0476243 501(c)(3) 42,500   Not applicable Not applicable Research
(261) Y W C A of Nashville & Middle Tennessee
1608 Woodmont Blvd
Nashville,TN37215
62-0475702 501(c)(3) 13,750   Not applicable Not applicable Research, Contribution
(262) Yale University
47 College Street Suite 203
New Haven,CT065208047
06-0646973 501(c)(3) 289,874   Not applicable Not applicable Research
(263) York County Community College
112 College Drive
Wells,ME04073
22-3451600 501(c)(3) 15,689   Not applicable Not applicable Instruction
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
238
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
25
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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) Patient Assistance 145 197,792   N/A N/A
(2) Patient Assistance 268   46,940 FMV Healthcare, Medical Supplies, Medicine
(3) Patient Assistance 475   95,130 FMV Outreach Programs
(4) Patient Assistance 150   6,200 FMV Car Seats, Home Safety Kits, Pack and Plays
(5) Patient Assistance 15000   1,500,000 FMV Pharmaceuticals
(6) Reading Program 94   22,217 FMV Books
(7) Research 1 7,975   N/A N/A
(8) Student Financial Assistance 6746 295,693,429   N/A N/A
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part I, Line 2: Subrecipient grants - Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of sponsored projects in compliance with laws, regulations, terms and conditions of awards and subawards, and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of central offices and academic departments of the University and describes the monitoring procedures for each area. The full text of Vanderbilt's subrecipient policy is available online at the following web address: http://www.vanderbilt.edu/ocga/vupolicies/subrecipient /SubrecipientMonitoringGuidelinesfinal.pdf Other Assistance - Assistance offered from institutional funds by Vanderbilt to our students is awarded on the basis of merit and/or financial need. Such assistance helps students and their families support the cost of attendance which includes tuition, mandatory fees, room & board, books, other course materials/supplies, and allowances for personal/miscellaneous and travel expenses. Merit-based awards are competitively awarded in recognition of academic achievement, leadership, commitment to community service, contributions to society, and other forms of accomplishment. Need-based assistance is awarded on the basis of documented financial need, resulting from a need analysis evaluation accomplished in accordance with relevant and applicable federal, state, and/or institutional programs, policies, and eligibility requirements. Financial Aid - The units responsible for administering student financial aid at Vanderbilt regularly initiate system-generated reviews, as well as other cross-checks on an ad hoc basis. Results from these reviews, along with recurring management reports, are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal University policies and operational guidelines/criteria.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations 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
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Nicholas S Zeppos JDSee Schedule O (i)
(ii)
947,489
...............................
0
374,000
...............................
0
30,668
...............................
0
195,867
...............................
0
25,767
...............................
0
1,573,791
...............................
0
0
...............................
0
2Audrey Jane AndersonSee Schedule O (i)
(ii)
580,058
...............................
0
149,292
...............................
0
11,742
...............................
0
64,943
...............................
0
22,610
...............................
0
828,645
...............................
0
0
...............................
0
3Jeffrey R Balser MD PHDSee Schedule O (i)
(ii)
1,259,090
...............................
0
0
...............................
0
1,314,568
...............................
0
555,818
...............................
0
53,152
...............................
0
3,182,628
...............................
0
1,300,000
...............................
0
4Beth A Fortune MASee Schedule O (i)
(ii)
362,044
...............................
0
24,148
...............................
0
11,528
...............................
0
29,344
...............................
0
9,565
...............................
0
436,629
...............................
0
0
...............................
0
5Anders W HallSee Schedule O (i)
(ii)
703,902
...............................
0
1,066,667
...............................
0
12,540
...............................
0
708,951
...............................
0
12,332
...............................
0
2,504,392
...............................
0
0
...............................
0
6Eric C KopstainSee Schedule O (i)
(ii)
362,165
...............................
0
128,080
...............................
0
11,078
...............................
0
12,844
...............................
0
18,542
...............................
0
532,709
...............................
0
0
...............................
0
7John M LutzSee Schedule O (i)
(ii)
696,829
...............................
0
140,000
...............................
0
11,742
...............................
0
109,618
...............................
0
25,353
...............................
0
983,542
...............................
0
0
...............................
0
8Susie S Stalcup BASee Schedule O (i)
(ii)
544,087
...............................
0
46,686
...............................
0
14,064
...............................
0
12,844
...............................
0
7,061
...............................
0
624,742
...............................
0
0
...............................
0
9Brett C Sweet MBASee Schedule O (i)
(ii)
780,928
...............................
0
211,808
...............................
0
11,219
...............................
0
138,955
...............................
0
51,814
...............................
0
1,194,724
...............................
0
0
...............................
0
10Susan Wente PhDSee Schedule O (i)
(ii)
549,874
...............................
0
112,630
...............................
0
11,742
...............................
0
30,344
...............................
0
68,413
...............................
0
773,003
...............................
0
0
...............................
0
11David Williams II MA MBA JD LLMSee Schedule O (i)
(ii)
828,467
...............................
0
160,392
...............................
0
19,656
...............................
0
28,390
...............................
0
24,938
...............................
0
1,061,843
...............................
0
0
...............................
0
12Charles L Gregory MA MBA MHASee Schedule O (i)
(ii)
498,390
...............................
0
33,080
...............................
0
13,290
...............................
0
30,344
...............................
0
20,418
...............................
0
595,522
...............................
0
0
...............................
0
13John F Manning Jr PHD MBASee Schedule O (i)
(ii)
593,846
...............................
0
67,129
...............................
0
512,822
...............................
0
12,597
...............................
0
22,556
...............................
0
1,208,950
...............................
0
450,000
...............................
0
14Charles W Pinson MD MBASee Schedule O (i)
(ii)
1,138,265
...............................
0
69,949
...............................
0
914,544
...............................
0
30,164
...............................
0
12,543
...............................
0
2,165,465
...............................
0
810,000
...............................
0
15David R PoschSee Schedule O (i)
(ii)
591,615
...............................
0
38,917
...............................
0
14,544
...............................
0
12,844
...............................
0
13,976
...............................
0
671,896
...............................
0
0
...............................
0
16Derek MasonSee Schedule O (i)
(ii)
2,381,056
...............................
0
0
...............................
0
18,520
...............................
0
130,344
...............................
0
26,957
...............................
0
2,556,877
...............................
0
0
...............................
0
17Michael J McNamara MDSee Schedule O (i)
(ii)
918,169
...............................
0
401,567
...............................
0
22,501
...............................
0
12,664
...............................
0
35,692
...............................
0
1,390,593
...............................
0
0
...............................
0
18Kevin E Stallings MSSee Schedule O (i)
(ii)
2,002,562
...............................
0
1,396,515
...............................
0
1,084,594
...............................
0
33,779
...............................
0
31,690
...............................
0
4,549,140
...............................
0
677,767
...............................
0
19William W Stead MDSee Schedule O (i)
(ii)
665,817
...............................
0
1,074,897
...............................
0
15,323
...............................
0
12,664
...............................
0
12,918
...............................
0
1,781,619
...............................
0
0
...............................
0
20Paul A Thomas MDSee Schedule O (i)
(ii)
1,562,910
...............................
0
272,837
...............................
0
14,064
...............................
0
12,664
...............................
0
23,223
...............................
0
1,885,698
...............................
0
0
...............................
0
21Jerry G Fife BSSee Schedule O (i)
(ii)
216,648
...............................
0
236,981
...............................
0
12,204
...............................
0
20,471
...............................
0
655
...............................
0
486,959
...............................
0
0
...............................
0
22Richard C McCarty MS PHDSee Schedule O (i)
(ii)
575,630
...............................
0
126,359
...............................
0
20,019
...............................
0
30,344
...............................
0
17,148
...............................
0
769,500
...............................
0
0
...............................
0
23Martin P Sandler MDSee Schedule O (i)
(ii)
600,226
...............................
0
23,481
...............................
0
16,729
...............................
0
24,664
...............................
0
10,293
...............................
0
675,393
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 1a Vanderbilt excludes the benefits from taxable income when a documented business purpose is served. First-class or charter travel - Travelers should fly via commercial airline and work to obtain the lowest fare possible. If an airline provides business class or first class seating and the length of an individual flight segment is more than four hours, the traveler may petition his/her vice Chancellor and with this written approval purchase a business or first class ticket. In cases where it is not possible to fly commercial due to scheduling commitments, and the travel is of the highest importance, travelers may request that the Chancellor approve a charter flight, after weighing the benefits of the trip against the cost of the charter. The Board of trust has approved the first class travel or charter for the Chancellor when necessitated by his schedule. Per Vanderbilt's athletics travel policy, the Vice Chancellor for University Affairs and Athletics can approve non-student travel on team charter flights, when there are extra seats, without requiring reimbursement to the university since the charter fee is not determined by the number of actual passengers. Five officers, two highest compensated employees and one trustee received first-class or charter travel benefits that were not included in taxable compensation. Travel for companion - One officer and one highest compensated employee received travel for companion benefits that were not included in taxable compensation. One officer received travel for companion benefits that were included in taxable compensation. Tax indemnification and gross-up payments - Two former officers and one highest compensated employee received tax indemnification and/or gross-up payment benefits that were included in taxable income. Housing allowance or residence for personal use - One highest compensated employee received a housing allowance or a residence for personal use that was included in taxable compensation. Health or social club dues or initiaion fees - One highest compensated employee, one key employee and two officers received health or social club dues or initiation fees benefits that were included in taxable compensation. One officer and one key employee received health or social club dues or initiation fees benefits that were not included in taxable compensation.
Part I, Line 4b Certain individuals listed in Form 990, Schedule J, Part II, participate in nonqualified deferred compensation plans. Amounts contributed to the plans include fixed %s of annual bonus payments, and fixed dollar amounts. Contributions to the plan vest when individuals complete their contract term or continue employment to a designated date. Current year accruals of compensation associated with these plans are included in the amounts reported for such individuals in Schedule J, Part II, Column (C). The payout of these amounts in future years will be included in the amounts reported in Schedule J, Part II, Column (B)(iii) for such individuals. Amounts accrued in prior years and previously reported in Schedule J, Part II, Column (C) will be reported in Schedule J, Part II, Column (F). Four payouts were made under these plans to participating individuals in 2014. - Jeff Balser - $1,300,000 - John Manning - $ 500,000 - Charles W. Pinson - $ 900,000 - Kevin Stallings - $1,073,245
Part I, Line 7 Chancellor Nicholas S. Zeppos achieved various incentive goals where judgment was determined by the Board of Trust. Total incentive compensation earned from these measures was $70,125 and is included in his 2014 W-2. The following individuals achieved various incentive goals where judgment was determined by the Chancellor or the Board of Trust. Total incentive compensation earned from these measures during 2014 for each individual follows, and is included in their respective 2014 W-2s. Former Vice-Chancellor for Administration - Jerry Fife - $2,604; Provost and Vice Chancellor for Academic Affairs, and Current Professor of Psychology - Richard C. McCarty - $14,591; Vice Chancellor for Finance and Chief Financial Officer - Brett C. Sweet - $56,808; Vice Chancellor for Athletics and University Affairs and Athletics Director - David Williams, II - $20,744;
Part I, Line 8 Explanation: Certain individuals are, from time to time, serving under the provisions of their initial contract to serve as officers of the university, which principally establishes their compensation, responsibilities and duties.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number
62-0476822
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 HEFB Vanderbilt Univ Series 2012D&E
 
62-6139016 VariousNu 11-29-2012 169,603,023 See Part VI   X   X   X
B HEFB Vanderbilt Univ Series 2012AB&C
 
62-6139016 VariousNu 03-29-2012 180,230,953 See Part VI   X   X   X
C HEFB Vanderbilt Univ Series 2009A&B
 
62-6139016 VariousNu 04-01-2009 328,850,840 See Part VI   X   X   X
D HEFB Vanderbilt Univ Series 2008A&B
 
62-6139016 VariousNu 04-23-2008 274,405,009 See Part VI   X   X   X
HEFB Vanderbilt Univ CP Program 5
 
62-6139016 VariousNu 03-29-2010 177,740,000 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 11,675,000 91,360,000   101,900,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 169,603,023 180,231,110 328,896,899 275,052,312
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,245,733   2,245,733 1,774,403
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 100,365,419   100,365,419  
11 Other spent proceeds . . . . . . . . . . . . . . 169,603,023 180,231,110 226,285,747 273,277,909
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   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   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
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   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? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   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   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 % 0.070 % 0 % 0 %
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 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.070 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X   X     X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.040 % 0.020 % 0.180 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 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   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X     X   X
b Exception to rebate? . . . . . . . . X   X   X   X  
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Form 990, Schedule K, Part I, Column (a), All Rows Full Issuer Name: The Health and Educational Facilities Board of Metropolitan Government of Nashville and Davidson County, TN (HEFB).
Form 990, Schedule K, Part I, Column (f) Description of Purpose: 1st group (Series 2012D&E, 2012A,B&C, 2009A&B & 2008A&B) Row A - To refund a portion of series 2000A bonds (issued on January 20, 2005); a portion of the series 2005A bonds (issued on January 20, 2005); and a portion of tax-exempt commercial paper. Row B - To refund series 2000B bonds (issued on May 16, 2000); series 2003A bonds (issued on May 29, 2003); a portion of the series 2005A bonds (issued on January 20, 2005); and the series 2001A&B bonds (both issued January 1, 2001). Row C - To refund tax-exempt commercial paper (issued on June 28, 2007) used to finance various capital projects; refund series 2005 B-1 & B-2 bonds (both issued on January 20, 2005); finance various capital improvements; to pay for costs associated with issuance of bonds. Row D - To refund tax-exempt commercial paper (issued on June 28, 2007) used to finance capital projects of the University and Hospitals; to pay for costs associated with issuance of bonds. 2nd group (CP Program 5) Row A - To refund series 2005B bonds (issued on January 20, 2005 and June 28, 2007); to finance various capital projects and improvements.
Form 990, Schedule K, Part II, Line 3, Proceeds: Differences between Part I, Column (e) and Part II, Line 3 is investment earnings.
Form 990, Schedule K, Part III, Lines 4, 5, & 6 Private Business Use: Vanderbilt University is reporting private business use percentages on a net basis. Reporting on a net basis means that private business use has been allocated to the equity portion of any debt-financed buildings and equipment where private business use has occurred. In Vanderbilt's case, equity has substantially exceeded relatively minor private business use, resulting in zero reported amounts on a net basis.
Form 990, Schedule K, Part III, Line 8a - 8c Sale or Disposition of Bond-Financed Property: Vanderbilt University calculates the percentage of sale or disposition of bond-financed property by using all disposed property in the numerator without considering if the property was sold to a private organization or disposed of in the regular course of business. This provides for a more conservative calculation. The assets that have been disposed of consist of small equipment. No bond-financed buildings or large equipment have been sold. It is not Vanderbilt's policy to sell any bond-financed assets to a nongovernmental person other than a 501(c)(3) organization.
Form 990, Schedule K, Part III, Line 8b Percentage of Bond-Financed Property: 1st group (Series 2012D&E, 2012A,B&C, 2009A&B) Column A - Since a portion of series 2012D&E bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2012D&E bonds. Column B - Since a portion of series 2012A,B&C bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2012A,B&C bonds. Column C - Since a portion of series 2009A&B bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2009A&B bonds. 2nd group (CP Program 5) Column A - Since a portion of the CP Program 5 bonds refinanced the series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to the CP Program 5 bonds.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number
62-0476822
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 HEFB Vanderbilt Univ Series 2012D&E
 
62-6139016 VariousNu 11-29-2012 169,603,023 See Part VI   X   X   X
B HEFB Vanderbilt Univ Series 2012AB&C
 
62-6139016 VariousNu 03-29-2012 180,230,953 See Part VI   X   X   X
C HEFB Vanderbilt Univ Series 2009A&B
 
62-6139016 VariousNu 04-01-2009 328,850,840 See Part VI   X   X   X
D HEFB Vanderbilt Univ Series 2008A&B
 
62-6139016 VariousNu 04-23-2008 274,405,009 See Part VI   X   X   X
HEFB Vanderbilt Univ CP Program 5
 
62-6139016 VariousNu 03-29-2010 177,740,000 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 11,675,000 91,360,000   101,900,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 169,603,023 180,231,110 328,896,899 275,052,312
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 2,245,733   2,245,733 1,774,403
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 100,365,419   100,365,419  
11 Other spent proceeds . . . . . . . . . . . . . . 169,603,023 180,231,110 226,285,747 273,277,909
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2011 2011
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X   X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   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   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
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   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? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   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   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 % 0.070 % 0 % 0 %
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 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0.070 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . . X   X   X     X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.040 % 0.020 % 0.180 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 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   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X     X   X
b Exception to rebate? . . . . . . . . X   X   X   X  
c No rebate due? . . . . . . . .   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . .   X X     X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
 
 
 
 
 
 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
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? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Form 990, Schedule K, Part I, Column (a), All Rows Full Issuer Name: The Health and Educational Facilities Board of Metropolitan Government of Nashville and Davidson County, TN (HEFB).
Form 990, Schedule K, Part I, Column (f) Description of Purpose: 1st group (Series 2012D&E, 2012A,B&C, 2009A&B & 2008A&B) Row A - To refund a portion of series 2000A bonds (issued on January 20, 2005); a portion of the series 2005A bonds (issued on January 20, 2005); and a portion of tax-exempt commercial paper. Row B - To refund series 2000B bonds (issued on May 16, 2000); series 2003A bonds (issued on May 29, 2003); a portion of the series 2005A bonds (issued on January 20, 2005); and the series 2001A&B bonds (both issued January 1, 2001). Row C - To refund tax-exempt commercial paper (issued on June 28, 2007) used to finance various capital projects; refund series 2005 B-1 & B-2 bonds (both issued on January 20, 2005); finance various capital improvements; to pay for costs associated with issuance of bonds. Row D - To refund tax-exempt commercial paper (issued on June 28, 2007) used to finance capital projects of the University and Hospitals; to pay for costs associated with issuance of bonds. 2nd group (CP Program 5) Row A - To refund series 2005B bonds (issued on January 20, 2005 and June 28, 2007); to finance various capital projects and improvements.
Form 990, Schedule K, Part II, Line 3, Proceeds: Differences between Part I, Column (e) and Part II, Line 3 is investment earnings.
Form 990, Schedule K, Part III, Lines 4, 5, & 6 Private Business Use: Vanderbilt University is reporting private business use percentages on a net basis. Reporting on a net basis means that private business use has been allocated to the equity portion of any debt-financed buildings and equipment where private business use has occurred. In Vanderbilt's case, equity has substantially exceeded relatively minor private business use, resulting in zero reported amounts on a net basis.
Form 990, Schedule K, Part III, Line 8a - 8c Sale or Disposition of Bond-Financed Property: Vanderbilt University calculates the percentage of sale or disposition of bond-financed property by using all disposed property in the numerator without considering if the property was sold to a private organization or disposed of in the regular course of business. This provides for a more conservative calculation. The assets that have been disposed of consist of small equipment. No bond-financed buildings or large equipment have been sold. It is not Vanderbilt's policy to sell any bond-financed assets to a nongovernmental person other than a 501(c)(3) organization.
Form 990, Schedule K, Part III, Line 8b Percentage of Bond-Financed Property: 1st group (Series 2012D&E, 2012A,B&C, 2009A&B) Column A - Since a portion of series 2012D&E bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2012D&E bonds. Column B - Since a portion of series 2012A,B&C bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2012A,B&C bonds. Column C - Since a portion of series 2009A&B bonds refinanced series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to series 2009A&B bonds. 2nd group (CP Program 5) Column A - Since a portion of the CP Program 5 bonds refinanced the series 2005A&B bonds, the portion of series 2005A&B bonds that have been disposed of is allocated to the CP Program 5 bonds.
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting 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 assistance (d) Type of assistance (e) Purpose of assistance
(1) See Part V
 
       
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
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) See Part V
 
        No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part III (a) Name of interested person:Education assistance provided to nine interested persons(b) Relationship between interested person and the organization:Employees, dependents, family members(c) Amount of assistance:$353,864(d) Type of assistance:Merit-based and need-based scholarships and awards(e) Purpose of assistance:Scholarships and awards to assist individuals fund education costs(a) Name interested person:Tuition assistance provided to One interested persons(b) Relationship between interested person and the organization:Employees and qualifying dependents of eligible employees(c) Amount of assistance:$29,938(d)Type of assistance:Tuition assistance(e) Purpose of assistance:Tuition to assist individuals fund education costs
Schedule L, Part IV (a) Name of Person: Stacey McCarty(b) Relationship between interested person and Organization: Family member of former officer Richard McCarty(c) Amount of transaction: $57,497(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Barbara E. Wilson-Engelhardt, MD(b) Relationship between interested person and Organization: Family member of trustee William M. Wilson(c) Amount of transaction: $131,884(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Hava Fife, APRN-BC(b) Relationship between interested person and Organization: Family member of former officer Jerry Fife(c) Amount of transaction: $105,866(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Gail P. Carr-Williams, JD(b) Relationship between interested person and Organization: Family member of current officer David Williams, II(c) Amount of transaction: $134,008(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Glynis Sacks-Sandler, M.D.(b) Relationship between interested person and Organization: Family member of former key employee Martin Sandler(c) Amount of transaction: $466,290(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Kim Sandler(b) Relationship between interested person and Organization: Family member of former key employee Martin Sandler(c) Amount of transaction: $117,170(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Carla Sandler-Wilson(b)Relationship between interested person and Organization: Family member of former key employee Martin Sandler(c) Amount of transaction: $69,243(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Andrea Birch(b)Relationship between interested person and Organization: Family member of trustee Adolpho A. Birch, III(c) Amount of transaction: $451,835(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No(a) Name of Person: Gary Robert Kimball III(b)Relationship between interested person and Organization: Family member of trustee Carroll E. Kimball(c) Amount of transaction: $149,551(d) Description of transaction: Employment at Vanderbilt(e) Sharing of Organization revenues? = No
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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 26 268,795 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 122,079 Various
5 Clothing and household
goods .......
X 40,615 Selling Price
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 339 14,576,931 Market Quote
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 ..... X 86 15,929 Various
19 Food inventory ... X 117 16,292 Cost
20 Drugs and medical supplies . X 40 43,437 Cost
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Software ) X 1 2,930,813 FMV
26 Other Right pointing arrow large image ( Other & Auction ) X 55 31,163 Cost
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
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
8
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Part I, Column (b): Explanation: - Number of contributions or items contributed: Vanderbilt University reports the number of contributions received throughout the year for each type of property listed. Schedule M, Part I, Line 26: - Types of property, other: This line includes donor out-of-pocket expenses for hosting Vanderbilt events.
Schedule M (Form 990) (2014)
Additional Data


Software ID:  
Software Version:  
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Return Reference Explanation
Form 990, Part VI, Section A, line 1 -Number of Voting Members of the Governing Body: John D. Arnold resigned from the Vanderbilt University Board of Trust in November 2014. As such, a discrepancy exists between the number of voting members listed on Part VI, Line 1a, 33, from the number of trustees listed on Part VII, Column A, 34.
Form 990, Part VI, Section A, line 4 - Modified the composition of the Audit Committee and language relating to Audit Committee procedures; - Modified language relating to Compensation Committee procedures and modified responsibilities; - Modified the composition of the Executive Committee; and - Modified the composition and responsibilities of the Governance and Board Affairs Committee.
Form 990, Part VI, Section B, line 11 - Complete Copy of Form 990 to Governing Body: The Form 990 is prepared by Vanderbilt University and provided to PricewaterhouseCoopers, Vanderbilt University's independent accounting firm for review. After review by PricewaterhouseCoopers, Vanderbilt University provides a draft copy of the Form 990 and all required schedules for review to all General Officers, which includes the Chancellor and Chief Financial Officer. Once this review process is complete, all trustees are provided electronic access to the draft Form 990 and all required schedules for review. The final Form 990 and all required schedules are made available to the full Board of Trust for review via Boardbooks prior to the filing of the return.
Form 990, Part VI, Section B, line 12c - Conflict of Interest: Vanderbilt University requires that for any faculty or staff member disclosing a potential conflict of interest, the conflict be reviewed by the individual's manager, as well as by the conflict of interest and commitment management office or Vanderbilt University Medical Center faculty affairs office, and the reported conflict be managed, reduced, or eliminated. The manager is required to respond that any recommended management plan has been implemented or that the reported conflict no longer exists. For those conflicts in which Vanderbilt may have an institutional interest, those in which human subject research is performed, or those deemed unmanageable, the University Conflicts Committee reviews and determines appropriate actions. The University Conflicts Committee members are appointed by the chancellor and are made up of a faculty member representing each of the university schools, the vice chancellor for administration, the director of technology transfer, the director of the institutional review board, the assistant vice chancellor of internal audit, and the heads of research for both the university and medical center. The University Conflicts Committee is chaired by the vice chancellor for university affairs and athletics, general counsel, and secretary of the university. The University Conflicts Committee reports bi-annually to the Audit Committee of the Board of Trust the matters brought before the committee and the resulting actions. Board of Trust members and senior executive management of the university also must complete annual conflict of interest disclosures and management plans are developed to manage, reduce, or eliminate any potential conflicts of interest. Trustees are notified of their plans and the plans are thoroughly discussed with them to ensure compliance. Those with disclosed potential conflict of interest are presented to the Audit Committee of the board of trust, along with their respective management action plans, where applicable. Management plans may include restrictions on members such as recusing themselves during deliberations and decisions in which a potential conflict may exist, with the minutes of the meeting reflecting their recusal. Additionally, all members of the Vanderbilt community are required to disclose potential conflicts as they arise throughout the year. The same process noted above occurs for these disclosures.
Form 990, Part VI, Section B, line 15 - Determining Compensation: To ensure that Vanderbilt is paying reasonable total compensation, is not violating the private inurement prohibition, which requires that none of the organization's income or assets unreasonably benefit any of its trustees, officers, or key employees, and is in compliance with the intermediate sanctions provisions with respect to the general officers, Vanderbilt's Board of Trust has designated a Compensation Committee made up of outside, independent, board members to review and recommend to the Executive Committee of the Board of Trust the total compensation annually for the general officers. The committee utilizes an outside consulting firm to provide expert information regarding industry-wide compensation norms and compliance with all Internal Revenue Service rules concerning executive compensation, including the Internal Revenue Code provision related to intermediate sanctions, deferred compensation, and private inurement. The Compensation Committee reviews the executive compensation philosophy and affirms that it is in line with the Board's expectation. The compensation of the general officers is disclosed in the annual Form 990, which is available to the public in accordance with regulations sections 301.6104(d)-1 through 3. Each year the total compensation review and recommendations are recorded in the minutes of the Compensation Committee meetings. The approval of the recommendations is recorded in the Executive Committee meetings. The full Board is informed annually of the total compensation of the general officers during private session.
Form 990, Part VI, Section C, line 19 - Policies Available to Public: - Vanderbilt University makes its governing documents available to the public through its Board of Trust website located at: http://www.vanderbilt.edu/boardoftrust. - Vanderbilt University makes its conflict of interest policy available to the public through its Compliance Program website located at: http://www.vanderbilt.edu/compliance and Vanderbilt University Medical Center's Office of Compliance and Corporate Integrity website located at: http://www.mc.vanderbilt.edu/compliance. - Vanderbilt University makes its financial statements available to the public through its website located at: http://finance.vanderbilt.edu/report/.
Form 990, Part VII, Section A, Column (A) Continuation of Titles - Nicholas S. Zeppos, JD - Chancellor - Audrey Jane Anderson - Vice Chancellor, General Counsel and University Secretary - Jeffrey R. Balser, MD, PHD - Vice Chancellor for Health Affairs; Dean, School of Medicine - Beth A. Fortune, MA - Vice Chancellor for Public Affairs - Anders W. Hall - Vice Chancellor for Investments and Chief Investment Officer - Eric C. Kopstain - Vice Chancellor for Administration (effective July 1, 2014) - John M. Lutz - Vice Chancellor for Information Technology - Susie S. Stalcup, BA - Vice Chancellor for Development and Alumni Relations - Brett C. Sweet, MBA - Vice Chancellor for Finance and Chief Financial Officer - Susan Wente, PHD - Provost and Vice Chancellor for Academic Affairs (effective July 1, 2014), Professor of Cell and Development Biology - David Williams, II, MA, MBA, JD, LLM - Vice Chancellor for Athletics and University Affairs and Athletics Director - Charles L. Gregory, MA, MBA, MHA - Assistant Vice Chancellor and CEO, Monroe Carell, Jr. Children's Hospital at Vanderbilt; Chief Business Development Officer - John F. Manning, Jr., PHD, MBA - Associate Vice Chancellor for Health Affairs and Chief Administrative Officer, Vanderbilt University Medical Center; Senior Associate Dean for Operations and Administration, School of Medicine - Charles W. Pinson, MD, MBA - Deputy Vice Chancellor for Health Affairs; Senior Associate Dean for Clinical Affairs - David Posch - CEO, Vanderbilt University Hospital - Derek Mason - Head Football Coach - Michael J. McNamara, MD - Associate Professor of Clinical Orthopaedic Surgery and Rehabilitation - Kevin E. Stallings, MS - Head Men's Basketball Coach - William W. Stead, MD - Associate Vice-Chancellor for Health Affairs and Chief Strategy Officer, Vanderbilt University Medical Center; McKesson Foundation Professor of Biomedical Information Professor of Medicine - Paul A. Thomas, MD - Associate Professor of Clinical Orthopaedic Surgery - Jerry G. Fife, BS - Former Officer (Vice Chancellor for Administration); Terminated status as an officer effective July 1, 2014. - Richard C. McCarty, MS, PHD - Former Officer (Provost and Vice Chancellor for Academic Affairs); Terminated status as an officer effective July 1, 2014; Current Professor of Psychology - Martin P. Sandler, MD - Former Key Employee (Associate Vice Chancellor for Hospital Affairs); Terminated status as a key employee in June 2009; Professor of Radiology and Radiological Sciences
Form 990, Part IX, Line 24e, All Other Functional Expenses: Bad Debts: Program service expenses 90,251 Management and general expenses 0 Fundraising expenses 0 Total expenses 90,251 Total Other Expenses of Form 990, Part IX, Line 24e Col A 90,251
Form 990, Part XI, line 9: Change in net assets related to noncontrolling interests -39,113,105.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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

(1) Dore Capital LLC
2100 West End Ave Suite 1000
Nashville,TN37203
26-4337602
Investment DE 0 0 VU
 
(2) Dore Capital Real Estate LLC
2100 West End Ave Suite 1000
Nashville,TN37203
26-4581498
Investment DE 0 0 VU
 
(3) Vanderbilt Global Holdings LLC
2100 West End Ave Suite 750
Nashville,TN37203
46-3504785
Holding Company TN 243 243,358 VU
 
(4) Vanderbilt Health Services LLC
2100 West End Ave Suite 750
Nashville,TN37203
62-1176354
Holding Company TN 771,120 3,563,981 VU
 
(5) Friends in Global Health LLC
2100 West End Ave Suite 750
Nashville,TN37203
26-0170070
Public Health TN 11,953,876 0 VHS
 
(6) Vanderbilt-Wilson Radiation Oncology LLC
2100 West End Ave Suite 750
Nashville,TN37203
26-1241612
Inactive TN 0 0 VHS
 
(7) Vanderbilt Health Affiliated Network LLC
2100 West End Ave Suite 750
Nashville,TN37203
46-1571024
Clinical Network TN 11,709,018 8,734,997 VHS
 
(8) Star V Partners LLC
2100 West End Ave Suite 1000
Nashville,TN37203
Investment TN 3,463,142 386,871,741 VU
 
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 entity?
Yes No
(1) VU Real Estate Holdings Inc
2100 West End Ste 750

Nashville,TN37203
58-2018307
Title Holding TN 501(C)(2) N/A VU
 
Yes
 
(2) Vanderbilt Student Communications Inc
2301 Vanderbilt Place

Nashville,TN37235
23-7030713
Support Org TN 501(c)(3) 11-A-I VU
 
Yes
 
(3) Ingram Charitable Fund Inc
4400 Harding Road 9th Floor

Nashville,TN37203
58-1916504
Support Org TN 501(c)(3) 11D-III-O N/A
 
No
(4) Vanderbilt Home Care Services Inc
2120 Belcourt Avenue

Nashville,TN37212
62-1404948
Home Health TN 501(c)(3) 9 VHS
 
Yes
 
(5) Vanderbilt Global Inc
2100 West End Ste 750

Nashville,TN37203
46-0888454
Support Org DE 501(c)(3) 11-A-I VGH
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
(1) Dore Capital LP

2100 West End Ste 1000
Nashville,TN37203
26-4337679
Investments DE VU
 
Excluded 6,202,339 147,944,742 Yes     Yes   60.000 %
(2) Dore Capital Real Estate LP

2100 West End Ste 1000
Nashville,TN37203
26-4581574
Investments DE VU
 
Unrelated 355,354 69,523,172 Yes     Yes   69.460 %
(3) Ambulatory Surgery Center of Cool Springs LLC

40 Burton Hills Blvd Ste 500
Nashville,TN37215
62-1809227
Ambulatory Surgery TN VHS
 
Related 2,267,873 2,749,283   No     No 51.020 %
(4) New Light Imaging LLC

4525 Harding Road Suite 102
Nashville,TN37205
14-1895171
Management Services TN VHS
 
Related 619,218 196,595   No     No 66.670 %
(5) One Hundred Oaks Imaging LLC

4525 Harding Road Suite 102
Nashville,TN37205
26-3762022
Diagnostic Imaging TN VIS
 
Related 1,797,826 1,546,654   No     No 80.000 %
(6) Springfield VIP Realty LLC

3319 West End Ave Ste 700
Nashville,TN37203
26-1237360
Real Estate TN VU
 
Excluded 10,914 436,640   No   Yes   49.000 %
(7) Vanderbilt Gateway Cancer Center GP

3319 West End Ave Ste 700
Nashville,TN37203
20-3844791
Oncology Services DE VHS
 
Related 647,202 1,739,808   No   Yes   50.000 %
(8) Vanderbilt Imaging Services LLC (VIS)

1909 Acklen Avenue
Nashville,TN37212
62-1787098
Radiology Services TN VHS
 
Related 5,531,281 2,106,542   No     No 66.670 %
(9) Vanderbilt Stallworth Rehabilitation Hospital LP

3660 Grandview Parkway Ste 200
Birmingham,AL35243
63-1077470
Rehab Services TN VHS
 
Related 864,251 6,936,359   No     No 50.000 %
(10) Williamson Imaging LLC

2009 Mallory Lane Suite 150
Franklin,TN37067
62-1855535
Diag. Imaging TN VIS
 
Related 2,102,350 1,133,020   No     No 53.340 %
(11) Investec Institutional Pan African Fund LLC

666 5th Avenue 15th Floor
New York,NY10103
26-2188279
Investments DE VU
 
Excluded -192,161     No     No  
(12) Vanderbilt - Maury Radiation Oncology LLC

1031 22nd Ave South Suite B-1034
Nashville,TN37232
46-0757412
Oncology Services TN VHS
 
Related -288,270 1,952,125   No   Yes   40.000 %
(13) Vanderbilt Health and Williamson Medical Center Clinics and Services

3319 West End Ave Ste 700
Nashville,TN37203
62-1864145
Walk-in Clinics TN VHS
 
Related 694,012 2,087,585   No     No 51.000 %
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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Vanderbilt Legends Club Inc

1500 Legends Club Lane
Franklin,TN37069
62-1429615
Golf Club TN VU
 
C 6,984,037 13,201,457 100.000 % Yes  
(2) Commodore Scottish Patron II LP

50 Lothian Road Festival Square
Edinburgh,Scotland  
UK
Investments UK VU
 
C -159,326 8,265,634 100.000 % Yes  
(3) Callao Partners LTD Appleby Trust (Cayman) LTD

Clifton House 75 Fort Street PO
George Town   KY1-1108
CJ
Investments CJ VU
 
C   2,500,000 64.900 % Yes  
(4) Emergent Pro Alia Fund Sub Fund Emergent African Land Fund

20 Boulevard Emmanuel Servais
    L-2535
LU
98-0600835
Investments LU VU
 
C     79.600 % Yes  
(5) Vanderbilt Integrated Providers (VIP)

3319 West End Ave Suite 700
Nashville,TN37203
62-1650124
Practices TN VHS
 
C 2,208,409 2,611,966 100.000 % Yes  
(6) Pacific Harbor Special Holdings Ltd

PO Box 957 Offshore Incorporations
Tortola,British Virgin Is  
VI
Investments VI VU
 
C -6,784,625 70,460,981 100.000 % Yes  
(7) Vision Borda Da Serra Fund

Intertrust Corporate Svcs Cayman
George Town   KY1-9005
CJ
Investments CJ VU
 
C     65.250 % Yes  
(8) Vision Sao Domingos Fund

Intertrust Corporate Svcs Cayman
George Town   KY1-9005
CJ
Investments CJ VU
 
C     52.230 % Yes  
(9)  

 
 
     
          No
(10) Charitable Remainder Trust (70)

 
 
Charitable Trust TN VU
 
T       Yes  
(11) Perpetual Trusts (6)

 
 
Charitable Trust TN VU
 
T       Yes  
(12) Charitable Lead Trusts (1)

 
 
Charitable Trust TN VU
 
T       Yes  
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) One Hundred Oaks Imaging LLC

A 176,334 Fair Market Value
(2) VU Real Estate Holdings Inc

A 381,153 Fair Market Value
(3) Vanderbilt Health and Williamson Medical Center Clinics and Services LLC

A 338,905 Fair Market Value
(4) Vanderbilt Home Care Services Inc

A 224,966 Fair Market Value
(5) Vanderbilt Legends Club Inc

A 523,187 Fair Market Value
(6) Vanderbilt Stallworth Rehabilitation Hospital LP

A 135,000 Fair Market Value
(7) Vanderbilt Student Communications Inc

A 56,355 Fair Market Value
(8) Vanderbilt Maury Radiation Oncology LLC

B 200,000 Fair Market Value
(9) Lead Trust (1)

C 90,295 Fair Market Value
(10) Vanderbilt Legends Club Inc

C 125,058 Fair Market Value
(11) VU Real Estate Holdings Inc

D 5,297,016 Fair Market Value
(12) Vanderbilt Legends Club Inc

D 7,845,370 Fair Market Value
(13) Vanderbilt Home Care Services Inc

J 105,245 Fair Market Value
(14) VU Real Estate Holdings Inc

K 507,296 Fair Market Value
(15) Vanderbilt Stallworth Rehabilitation Hospital LP

J 386,313 Fair Market Value
(16) Vanderbilt Gateway Cancer Center GP

L 1,011,574 Fair Market Value
(17) Vanderbilt Global Inc

L 140,000 Fair Market Value
(18) Vanderbilt Home Care Services Inc

L 396,357 Fair Market Value
(19) Vanderbilt Maury Radiation Oncology LLC

L 477,480 Fair Market Value
(20) Vanderbilt Home Care Services Inc

M 1,945,217 Fair Market Value
(21) New Light Imaging LLC

O 384,497 Fair Market Value
(22) Vanderbilt Gateway Cancer Center GP

O 79,309 Fair Market Value
(23) Vanderbilt Health and Williamson Medical Center Clinics and Services LLC

O 7,003,999 Fair Market Value
(24) Vanderbilt Imaging Services LLC

O 387,803 Fair Market Value
(25) Vanderbilt Integrated Providers

O 153,226 Fair Market Value
(26) Vanderbilt Maury Radiation Oncology LLC

O 86,648 Fair Market Value
(27) Vanderbilt Integrated Providers

P 79,391 Fair Market Value
(28) Vanderbilt Legends Club Inc

P 141,422 Fair Market Value
(29) New Light Imaging LLC

Q 310,254 Fair Market Value
(30) One Hundred Oaks Imaging LLC

Q 222,374 Fair Market Value
(31) VU Real Estate Holdings Inc

Q 386,288 Fair Market Value
(32) Vanderbilt Gateway Cancer Center GP

Q 96,571 Fair Market Value
(33) Vanderbilt Health and Williamson Medical Center Clinics and Services LLC

Q 2,655,945 Fair Market Value
(34) Vanderbilt Imaging Services LLC

Q 124,577 Fair Market Value
(35) Vanderbilt Stallworth Rehabilitation Hospital LP

Q 2,121,286 Fair Market Value
(36) Charitable Remainder Trust (6)

S 4,176,848 Fair Market Value
(37) Perpetual Trusts (6)

S 656,825 Fair Market Value
(38) New Light Imaging LLC

S 532,941 Fair Market Value
(39) One Hundred Oaks Imaging LLC

S 796,891 Fair Market Value
(40) VU Real Estate Holdings Inc

S 109,533 Fair Market Value
(41) Vanderbilt Home Care Services Inc

S 2,511,119 Fair Market Value
(42) Vanderbilt Imaging Services LLC

S 4,782,163 Fair Market Value
(43) Vanderbilt Stallworth Rehabilitation Hospital LP

S 1,311,517 Fair Market Value
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Form 990, Schedule R, Part V, Column C The amounts reported are derived from the books and records of Vanderbilt University, which are maintained on an accrual basis in accordance with U.S. Generally Accepted Accounting Principles. Valuation of the amounts reported in Schedule R, Part V, Column C is consistent with the valuation reflected in the University's consolidated audited financial statements.
Schedule R (Form 990) 2014
Additional Data


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