Form990
Click to see attachment
Department of the TreasuryInternal 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
University of Delaware
 
% LISA MARRA KELLY - CONTROLLE
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
220 Hullihen Hall
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Newark, DE19716
D Employer identification number

51-6000297
E Telephone number

G Gross receipts $ 2,789,396,686
F Name and address of principal officer:
DIONISSIOS ASSANIS
104A Hullihen Hall
Newark,DE19716
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.udel.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: 1833
M State of legal domicile: DE
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Instruction, Research, and Public Services are the most significant activities of the University.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
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 2019 (Part V, line 2a) ...... 5 14,889
6 Total number of volunteers (estimate if necessary) ............. 6 29
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -246,503
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 190,418,811 169,022,967
9 Program service revenue (Part VIII, line 2g) ......... 1,024,514,053 1,000,432,671
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 108,558,208 87,772,798
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 72,361,840 55,363,082
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,395,852,912 1,312,591,518
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 191,563,288 200,943,966
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) 678,074,517 714,999,080
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet18,586,048    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 471,772,880 415,726,918
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,341,410,685 1,331,669,964
19 Revenue less expenses. Subtract line 18 from line 12....... 54,442,227 -19,078,446
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,042,249,412 4,006,103,766
21 Total liabilities (Part X, line 26)............. 1,469,924,632 1,562,928,044
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,572,324,780 2,443,175,722
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 (2019)
Form 990 (2019)
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 $ 518,515,358 including grants of $   ) (Revenue $ 650,051,859 )
Instruction and departmental research are provided to over 23,000 students including approximately 21,200 full time and 2,400 part-time students at 4 campuses throughout the state of Delaware.
4b (Code:   ) (Expenses $ 175,103,900 including grants of $   ) (Revenue $ 214,146,508 )
Sponsored Research is advancing leading-edge research that solves mysteries, tackles problems, and invents new technologies - all aimed at enhancing our quality of life.
4c (Code:   ) (Expenses $ 93,783,612 including grants of $   ) (Revenue $ 94,097,156 )
Auxiliary Services manages many of the University of Delaware's support units providing a wide range of products and services for students, faculty, and staff including the University's residence halls, bookstore, conference services, dining services, green reservations (areas outside of residence halls and campus buildings), residence hall laundry, University parking, bus service, and printing.
(Code:   ) (Expenses $ 87,417,613 including grants of $   ) (Revenue $   )
Academic Support
(Code:   ) (Expenses $ 52,534,630 including grants of $   ) (Revenue $   )
Extension and Public Service
(Code:   ) (Expenses $ 44,525,722 including grants of $   ) (Revenue $ 42,137,148 )
Student Services
(Code:   ) (Expenses $ 225,773,261 including grants of $ 200,943,966 ) (Revenue $   )
Student Aid
4d Other program services (Describe in Schedule O.)
(Expenses $ 410,251,226 including grants of $ 200,943,966 ) (Revenue $ 42,137,148 )
4e Total program service expensesMediumBullet1,197,654,096
Form 990 (2019)
Form 990 (2019)
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)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part 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 IIIClick 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
Yes
 
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 IIIClick 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
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick 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
 
No
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 IV.....Click 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
Yes
 
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
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ 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
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
28c
 
No
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
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part 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
 
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
1,764
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
14,889
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
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
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
31
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
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review 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
AK , AZ , CA , CO , GA , HI , ID , IL , KY , MD , MA , MI , NH , OH , OK , OR , SC , WA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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:
MediumBulletLISA MARRA KELLY - CONTROLLE220 Hullihen Hall   Newark,DE19716 (302) 831-2175
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) DIONISSIOS ASSANIS......................................................................
President
 55.0
.................
0.0 		X   X       1,165,313 0 50,811
(2) KEITH WALTER......................................................................
CHIEF INVESTMENT OFFICER
 55.0
.................
0.0 		      X     921,317 0 54,908
(3) JAMES DICKER JR......................................................................
VP UNIVERSITY DEVELOPMENT
 55.0
.................
0.0 		    X       584,451 0 55,397
(4) Robin Morgan......................................................................
Provost
 55.0
.................
0.0 		    X       585,950 0 53,417
(5) BRUCE WEBER......................................................................
Dean
 55.0
.................
0.0 		      X     527,253 0 70,097
(6) Daniel Rocco......................................................................
Head Football Coach
 55.0
.................
0.0 		        X   544,531 0 43,667
(7) LAURE ERGIN......................................................................
GENERAL COUNSEL
 55.0
.................
0.0 		    X       470,541 0 54,087
(8) John Long......................................................................
Executive Vice President
 55.0
.................
0.0 		    X       478,688 0 45,377
(9) CHRISTINE RAWAK......................................................................
ATHLETIC DIRECTOR
 55.0
.................
0.0 		      X     462,487 0 55,397
(10) CHARLES RIORDAN......................................................................
VP RESEARCH
 55.0
.................
0.0 		    X       436,346 0 55,472
(11) Martin Ingelsby......................................................................
Head Basketball Coach
 55.0
.................
0.0 		        X   430,319 0 55,344
(12) Daniel Rich......................................................................
Professor
 55.0
.................
0.0 		        X   421,448 0 61,601
(13) Stanley Sandler......................................................................
Professor
 55.0
.................
0.0 		        X   424,605 0 45,902
(14) Donald Sparks......................................................................
Professor
 55.0
.................
0.0 		        X   416,046 0 49,122
(15) Levi Thompson......................................................................
Dean
 55.0
.................
0.0 		      X     403,723 0 58,047
(16) MARY REMMLER......................................................................
VP STRATEGIC PLANNING
 55.0
.................
0.0 		    X       390,820 0 68,479
(17) SHARON PITT......................................................................
VP & CHIEF INFORMATION OFFICER
 55.0
.................
0.0 		    X       391,980 0 60,772
Form 990 (2019)
Form 990 (2019)
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) KATHLEEN MATT........................................................................
Dean
 55.0
.......................0.0 		      X     387,009 0 56,649
(19) Glenn Carter........................................................................
VP COMMUNICATIONS
 55.0
.......................0.0 		    X       392,577 0 32,986
(20) BABATUNDE OGUNNAIKE........................................................................
Former Dean/ Professor
 55.0
.......................0.0 		          X 366,098 0 56,315
(21) GREGORY OLER........................................................................
VP FINANCE
 55.0
.......................0.0 		    X       358,129 0 57,897
(22) PETER KRAWCHYK........................................................................
VP FACILITIES
 55.0
.......................0.0 		    X       363,079 0 52,473
(23) JOSE-LUIS RIERA........................................................................
VP STUDENT LIFE
 55.0
.......................0.0 		    X       325,750 0 57,018
(24) JOHN PELESKO........................................................................
Dean
 55.0
.......................0.0 		      X     337,049 0 45,717
(25) Lynn Okagaki........................................................................
FORMER DEAN/ Dep Provost
 55.0
.......................0.0 		          X 333,778 0 40,356
(26) Gary Henry........................................................................
Dean
 55.0
.......................0.0 		      X     347,894 0 19,449
(27) ESTELLA ATEKWANA........................................................................
Dean
 55.0
.......................0.0 		      X     320,058 0 47,217
(28) Jeffrey Garland........................................................................
UNIVERSITY SECRETARY
 55.0
.......................0.0 		    X       308,212 0 49,442
(29) WAYNE GUTHRIE........................................................................
VICE PRESIDENT HUMAN RESOURCES
 55.0
.......................0.0 		    X       316,570 0 40,223
(30) GEORGE WATSON........................................................................
Former Dean/ Professor
 55.0
.......................0.0 		          X 311,615 0 43,973
(31) Beth Brand........................................................................
UNIVERSITY SECRETARY
 55.0
.......................0.0 		    X       301,356 0 45,660
(32) MARK RIEGER........................................................................
Dean
 55.0
.......................0.0 		      X     292,731 0 52,223
(33) CAROL VUKELICH........................................................................
Dean
 55.0
.......................0.0 		      X     296,543 0 41,956
(34) MOHSEN BADIEY........................................................................
FORMER INTERIM DEAN/ Professor
 55.0
.......................0.0 		          X 261,023 0 53,387
(35) Debra Hess Norris........................................................................
Trustee, Professor
 55.0
.......................0.0 		X           268,198 0 38,727
(36) JASON CASH........................................................................
FORMER INTERIM VP IT/ Deputy C
 55.0
.......................0.0 		          X 195,068 0 44,966
(37) ALAN BRANGMAN until 3102019........................................................................
Former EVP
 55.0
.......................0.0 		          X 207,920 0 13,213
(38) JOHN BRENNAN........................................................................
FORMER VP COMMUNICATIONS
 55.0
.......................0.0 		          X 177,959 0 28,463
(39) CHRISTOPHER LUCIER until 52019........................................................................
Former VP ENROLL MGT
 55.0
.......................0.0 		          X 164,249 0 14,022
(40) FRANKLIN NEWTON........................................................................
FORMER CHIEF OF STAFF/ Exec Di
 55.0
.......................0.0 		          X 121,657 0 54,390
(41) Rodney Morrison........................................................................
VP Enrollment Management
 55.0
.......................0.0 		    X       135,837 0 17,639
(42) John R Cochran........................................................................
Board Chair
 8.0
.......................0.0 		X           0 0 0
(43) Terri L Kelly........................................................................
Board Vice Chair
 6.0
.......................0.0 		X           0 0 0
(44) Terence M Murphy........................................................................
Board Vice Chair
 6.0
.......................0.0 		X           0 0 0
(45) Irwin G Burton III........................................................................
Board, Secretary/Treasurer
 6.0
.......................0.0 		X           0 0 0
(46) Carol A Ammon........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(47) Christopher W Baker........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(48) James C Borel........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(49) Allison Burris Castellanos........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(50) Joan F Coker........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(51) Claire DeMatteis........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(52) William J DiMondi........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(53) Donna M Fontana........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(54) Chaitanya Gadde........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(55) Michael S Geltzeiler........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(56) Kathleen V Hawkins........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(57) William M Lafferty........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(58) Nisha Lodhavia........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(59) Guy F Marcozzi........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(60) John W Paradee........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(61) Claudia Pena Porretti........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(62) Donald J Puglisi........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(63) Robert F Rider Jr........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(64) Edmond J Sannini........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(65) David W Spartin........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(66) Sean X Wang........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(67) Kenneth C Whitney........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(68) John Carney........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(69) Michael K Lynch........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
(70) Whitney Townsend Sweeney........................................................................
Trustee
 2.0
.......................0.0 		X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 11,919,287 0 1,337,308
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,296
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
Whiting Turner Contracting Company,
132 Continental Drive Suite 404
Newark,DE19713 		Construction 81,649,778
Aramark,
Aramark Tower
Philadelphia,PA19107 		Food Services 37,796,195
BARTON MALOW-EDIS II A JV,
300 WEST PRATT STREET SUITE 310
BALTIMORE,MD21201 		Construction 17,181,556
BANCROFT CONSTRUCTION,
1300 N GRANT AVE SUITE 101
WILMINGTON,DE19806 		CONSTRUCTION 11,091,287
GBUILD CONSTRUCTION MANAGERS,
180 GORDON DR
EXTON,PA19341 		CONSTRUCTION 3,517,602
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet489
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 22,088
d Related organizations1d 10,013,390
e Government grants (contributions)1e 127,620,769
f All other contributions, gifts, grants, and similar amounts not included above1f 31,366,720
g Noncash contributions included in lines 1a - 1f:$ 1g 4,514,799
h Total. Add lines 1a-1f.......MediumBullet 169,022,967
Program Service RevenueAmt Business Code
2a Tuition and Fees 611310 650,051,859 650,051,859    
b Research Contracts/Other Exchanges 541715 214,146,508 214,146,508    
c Room, Board and Other Auxiliary Services 900004 94,097,156 91,111,461 2,985,695  
d Other Program Revenue Sources 900004 42,137,148 42,010,230 126,918  
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,000,432,671
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 27,449,967   -3,872,885 31,322,852
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 778,297     778,297
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 3,099,257 1,533,999,525 7a
b Less: cost or other basis and sales expenses   1,476,775,951 7b
c Gain or (loss) 3,099,257 57,223,574 7c
d Net gain or (loss).........MediumBullet 60,322,831   980,297 59,342,534
8a Gross income from fundraising events (not including $ 22,088of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 2,511
c Net income or (loss) from fundraising events..MediumBullet -2,511   -2,511
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 38,700
b Less: direct expenses ... 9b 26,706
c Net income or (loss) from gaming activities..MediumBullet 11,994     11,994
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a Intra University Revenue 900099 58,612,181 58,612,181    
b INCOME/(LOSS) FROM AFFILIATE 721110 -2,071,547 -1,605,019 -466,528  
c Loss on Extinguishment of Debt 900099 -1,965,332 -1,965,332    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 54,575,302
12 Total revenue. See instructions.....MediumBullet 1,312,591,518 1,052,361,888 -246,503 91,453,166
Form 990 (2019)
Form 990 (2019)
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 .... 14,571,886 14,571,886
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 162,551,280 162,551,280
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 23,820,800 23,820,800
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 14,138,949 3,888,807 9,480,958 769,184
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 2,162,759 1,659,425 503,334  
7 Other salaries and wages........ 511,797,588 461,715,508 40,057,530 10,024,550
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 56,312,287 50,801,834 4,407,467 1,102,986
9 Other employee benefits ....... 98,208,188 88,598,002 7,686,588 1,923,598
10 Payroll taxes ........... 32,379,309 29,210,823 2,534,274 634,212
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 2,971,686 475,888 2,495,798  
c Accounting ........... 409,000   409,000  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 5,530,527   5,530,527  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 76,746,312 68,579,180 7,156,576 1,010,556
12 Advertising and promotion .... 3,168,538 2,775,265 245,243 148,030
13 Office expenses ....... 49,907,542 47,046,824 1,160,386 1,700,332
14 Information technology ...... 29,904,130 9,235,724 20,251,780 416,626
15 Royalties .. 161,467 150,416 11,051  
16 Occupancy ........... 99,510,168 95,345,745 3,709,833 454,590
17 Travel ............ 24,918,312 23,555,939 1,036,199 326,174
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 2,373,597 2,109,963 231,114 32,520
20 Interest ........... 22,207,573 22,180,615 26,958  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 81,352,171 75,848,148 5,504,023  
23 Insurance ... 2,799,554 1,411,931 1,387,245 378
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 Expenses 7,190,169 5,543,921 1,603,936 42,312
b BAD DEBT EXPENSE 5,861,232 5,861,232    
c Bond Fees 714,940 714,940    
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,331,669,964 1,197,654,096 115,429,820 18,586,048
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 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 183,579 1 198,667
2 Savings and temporary cash investments ......... 292,372,725 2 211,070,022
3 Pledges and grants receivable, net ...... 80,173,351 3 69,903,402
4 Accounts receivable, net ............. 10,208,230 4 14,876,578
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 516,525 8 426,184
9 Prepaid expenses and deferred charges ...... 1,091,130 9 1,897,257
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,081,562,374
b Less: accumulated depreciation 10b 1,243,981,170 1,706,808,504 10c 1,837,581,204
11 Investments—publicly traded securities . 920,537,235 11 847,972,267
12 Investments—other securities. See Part IV, line 11 ..... 1,019,925,338 12 1,013,914,780
13 Investments—program-related. See Part IV, line 11 .. 10,419,359 13 8,252,469
14 Intangible assets ............... 13,436 14 10,936
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,042,249,412 16 4,006,103,766
Liabilities 17 Accounts payable and accrued expenses ..... 125,653,231 17 148,917,623
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 33,721,265 19 44,071,182
20 Tax-exempt bond liabilities ......... 507,857,296 20 504,549,718
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 210,766,200 24 204,793,523
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 591,926,640 25 660,595,998
26 Total liabilities. Add lines 17 through 25.. 1,469,924,632 26 1,562,928,044
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,365,973,994 27 1,246,616,445
28 Net assets with donor restrictions ........... 1,206,350,786 28 1,196,559,277
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 2,572,324,780 32 2,443,175,722
33 Total liabilities and net assets/fund balances ........ 4,042,249,412 33 4,006,103,766
Form 990 (2019)
Form 990 (2019)
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
1,312,591,518
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,331,669,964
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-19,078,446
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,572,324,780
5
Net unrealized gains (losses) on investments ...............
5
-35,261,424
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
-74,809,188
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,443,175,722
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 (2019)
Form 990 (2019)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
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- 10 above (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 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 174,013,470 164,318,423 174,608,928 190,418,811 169,032,450 872,392,082
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 174,013,470 164,318,423 174,608,928 190,418,811 169,032,450 872,392,082
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).. 31,619,143
6 Public support. Subtract line 5 from line 4. 840,772,939
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 174,013,470 164,318,423 174,608,928 190,418,811 169,032,450 872,392,082
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 24,078,939 25,082,321 28,500,570 36,437,368 28,228,264 142,327,462
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 26,156 257,340   9,320,494 38,700 9,642,690
11 Total support. Add lines 7 through 10 1,024,362,234
12
12
5,097,667,245
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
82.078 %
15
15
82.630 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .         211,169,598 211,169,598
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         211,169,598 211,169,598
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...         211,169,598 211,169,598
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.)..         211,169,598 211,169,598
14
Section C. Computation of Public Support Percentage
15
15
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
 
 
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
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 2019 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-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
University of Delaware
  		Employer identification number
51-6000297
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
University of Delaware
  		Employer identification number

51-6000297
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
University of Delaware
  		Employer identification number

51-6000297
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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
University of Delaware
 
Employer identification number

51-6000297
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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
231,596
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
45,000
j
Total. Add lines 1c through 1i ....................................................................................................
276,596
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
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, PART II-B, LINE 1B UNIVERSITY PERSONNEL MET WITH MEMBERS OF CONGRESS AND THEIR STAFF IN WASHINGTON DC TO DISCUSS RESEARCH PROJECTS AND OTHER MATTERS AFFECTING HIGHER EDUCATION. UNIVERSITY PERSONNEL MET AND DISCUSSED WITH STATE REPRESENTATIVES CONCERNING APPROPRIATIONS AND OTHER MATTERS AFFECTING HIGHER EDUCATION.
SCHEDULE C, PART II-B, LINE 1G A PORTION OF THE UNIVERSITY'S DIRECTOR OF STATE GOVERNMENTAL RELATIONS (25%), THE GOVERNMENT RELATIONS ASSISTANT (25%) AND THE UNIVERSITY'S DIRECTOR OF FEDERAL GOVERNMENTAL RELATIONS TIME (45%) IS ASSOCIATED WITH LOBBYING ACTIVITIES.
SCHEDULE C, PART II-B, LINE 1I THE UNIVERSITY IS A MEMBER OF SEVERAL TRADE ASSOCIATIONS RELATED TO HIGHER EDUCATION. A PORTION OF THE MEMBERSHIP DUES IS REPORTED BY THE ASSOCIATIONS AS BEING RELATED TO LOBBYING ACTIVITIES.
Schedule C (Form 990 or 990EZ) 2019


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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 1  
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year) 207  
4 Aggregate value at end of year ........ 32,792  
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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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 on Form 990, Part VIII, line 1 .........................SchDMd Bullet $ 528,590
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 9,156,483
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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2019

Schedule D (Form 990) 2019
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
 
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" on 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 3,507,236
d Additions during the year ............................ 1d 150,606,866
e Distributions during the year .......................... 1e 153,103,814
f Ending balance ................................ 1f 1,010,288
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 1,387,414,579 1,336,129,985 1,289,925,621 1,192,718,242 1,274,691,888
b Contributions ... 15,040,000 17,202,000 13,216,000 6,753,000 9,696,000
c Net investment earnings, gains, and losses 28,584,422 87,957,623 88,938,543 142,392,590 -43,066,164
d Grants or scholarships ... 8,225,663 7,992,998 7,687,856 7,569,621 7,372,646
e Other expenditures for facilities
and programs ... 		44,607,916 44,239,408 46,635,047 42,878,000 39,842,000
f Administrative expenses .... 1,851,422 1,642,623 1,627,276 1,490,590 1,388,836
g End of year balance ...... 1,376,354,000 1,387,414,579 1,336,129,985 1,289,925,621 1,192,718,242
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet26.150 %
b
Permanent endowment SchDMd Bullet27.100 %
c
Term endowment SchDMd Bullet46.750 %
The percentages on 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" on 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" on 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 .....   58,375,321 58,375,321
b Buildings ....   2,030,057,353 698,035,982 1,332,021,371
c Leasehold improvements   103,029,063 15,562,013 87,467,050
d Equipment ....   338,248,999 224,851,152 113,397,847
e Other .....   551,851,638 305,532,023 246,319,615
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,837,581,204
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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		 933,589,970 F

(B) FUNDS HELD IN TRUST		 76,835,872 F

(C) MORTGAGES		 540,159 F

(D) OTHER		 2,948,779  
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,013,914,780
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 660,595,998
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 942,203,241
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -35,261,424
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 2,396,533
e Add lines 2a through 2d ..................... 2e -32,864,891
3 Subtract line 2e from line 1.................. 3 975,068,132
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 5,530,527
b Other (Describe in Part XIII.) ........... 4b 331,992,859
c Add lines 4a and 4b.................... 4c 337,523,386
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,312,591,518
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,071,352,297
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 1,071,352,297
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 5,530,527
b Other (Describe in Part XIII.) ............ 4b 254,787,140
c Add lines 4a and 4b..................... 4c 260,317,667
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,331,669,964
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
SCHEDULE D, PART III, LINE 4 THE UNIVERSITY MUSEUMS SEEK TO ENHANCE THE EDUCATIONAL AND SCHOLARLY MISSION OF THE UNIVERSITY OF DELAWARE THROUGH THE EXHIBITION, ONLINE PRESENTATION, STUDY, PRESERVATION, AND GROWTH OF ITS UNIQUE COLLECTIONS IN 20TH AND 21ST CENTURY AMERICAN ART (WITH PARTICULAR STRENGTHS IN THE BRANDYWINE SCHOOL, AFRICAN AMERICAN ART, AND PHOTOGRAPHY), MINERALS, AND PRE-COLUMBIAN CERAMICS. THE UNIVERSITY MUSEUMS ENRICH CULTURAL LIFE BEYOND THE CAMPUS THROUGH PRESENTATION OF THE WORK OF RECOGNIZED ARTISTS AND THROUGH OUTREACH PROGRAMS TO SELECTED AUDIENCES, INCLUDING K-12 STUDENTS, EDUCATORS, AND HISTORICALLY BLACK COLLEGES AND UNIVERSITIES. THE UNIVERSITY MUSEUMS ACHIEVE THIS THROUGH PUBLIC EXHIBITIONS OPEN FREE OF CHARGE TO THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC; THROUGH MAKING COLLECTIONS ACCESSIBLE TO INDIVIDUAL STUDENTS, CLASSES, AND SCHOLARS; AND THROUGH OFFERING PUBLIC PROGRAMS ON FACETS OF THE COLLECTION FREE OF CHARGE TO THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. SCHEDULE D, PART IV, LINE 1B AGENCY ACCOUNTS $ 3,844,903 EXTERNAL FINANCIAL AID (3,374,310) STUDENT GROUPS 539,695 -------------- $ 1,010,288 THE UNIVERSITY IS REGULARLY REQUESTED TO ACT AS FISCAL AGENT FOR FUNDS THAT BELONG TO A RELATED THIRD PARTY. NORMALLY, A CURRENT OR EXPECTED MUTUAL BENEFIT TO BOTH THE THIRD PARTY AND THE UNIVERSITY BEYOND JUST THE FISCAL AGENT RELATIONSHIP PROMPTS SUCH A REQUEST. SUCH REQUESTS MAY RANGE FROM LARGE ORGANIZATIONS SEEKING AN ON-GOING RELATIONSHIP WITH THE UNIVERSITY TO ONE-TIME REQUESTS FOR A DEPOSITORY FOR FUNDS FOR A DEPARTMENTAL RETIREMENT EVENT. WHEN THIS FISCAL AGENCY REQUEST IS GRANTED, A UNIVERSITY (AGENCY) ACCOUNT IS SET UP IN THE UNIVERSITY ACCOUNTING SYSTEM. AGENCY ACCOUNTS WITH DEPOSITS ON HAND FROM THIRD PARTY ORGANIZATIONS ARE LIABILITIES OF THE UNIVERSITY WHILE SUCH ACCOUNTS IN DEFICIT CONSTITUTE RECEIVABLES DUE TO THE UNIVERSITY.
SCHEDULE D, PART V, LINE 4 THE UNIVERSITY'S ENDOWMENT FUND'S PURPOSE IS TO PROVIDE IN PERPETUITY FINANCIAL SUPPORT OF THE UNIVERSITY'S EDUCATIONAL GOALS. THE INTENDED USES OF THE ENDOWMENT FUNDS ARE TO PROVIDE EDUCATIONAL AND GENERAL SUPPORT, SUCH AS SCHOLARSHIPS, PRIZES AND AWARDS, FACILITIES AND EDUCATIONAL PROGRAM SUPPORT, AND GENERAL OPERATIONAL SUPPORT.
SCHEDULE D, PART X, LINE 2 THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C) (3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNIVERSITY AND HAS CONCLUDED THAT AS OF JUNE 30, 2020 AND 2019, THERE ARE NO UNCERTAIN POSITIONS. THE UNIVERSITY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
SCHEDULE D, PART XI, LINE 2D CHANGE IN NONOPERATING LIABILITIES $ 1,477,089 Insurance proceeds $ 919,444
SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS $ 192,213,742 INTRA UNIVERSITY REVENUE $ 58,612,181 CHANGE IN POST EMPLOYMENT OBLIGATIONS $ 67,792,099 CHANGE IN SWAP $ 9,691,519 GAIN ON DISPOSAL $ 2,968,378 BOND FEES $ 714,940
SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS $ 192,213,743 INTRA UNIVERSITY REVENUE $ 58,612,181 GAIN ON DISPOSAL $ 2,968,378 RELATED PARTY EXPENSE $ 277,898 BOND FEES $ 714,940
Schedule D (Form 990) 2019


Additional Data


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SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on 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 Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2019Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
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) (2019)
Schedule E (Form 990 or 990EZ) (2019)
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 THE UNIVERSITY OF DELAWARE IS COMMITTED TO ASSURING EQUAL OPPORTUNITY FOR ALL PERSONS AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, RELIGION, ANCESTRY, NATIONAL ORIGIN, SEXUAL ORIENTATION, VETERAN STATUS, AGE, OR DISABILITY IN ITS EDUCATIONAL PROGRAMS, ACTIVITIES, ADMISSIONS, OR EMPLOYMENT PRACTICES. THIS STATEMENT IS INCLUDED ON A VARIETY OF UNIVERSITY FORMS AND PUBLICATIONS. THE UNIVERSITY'S COMMITMENT TO DIVERSITY IS ALSO REFLECTED ON ITS HOME PAGE WWW.UDEL.EDU AND CAN ALSO BE FOUND AT WWW.UDEL.EDU/DIVERSITY.
SCHEDULE E, PART I, LINE 6A THE UNIVERSITY OF DELAWARE PARTICIPATES IN THE FOLLOWING FEDERAL TITLE IV STUDENT FINANCIAL AID PROGRAMS: FEDERAL PELL, FSEOG, FEDERAL WORK STUDY, FEDERAL PERKINS LOAN, FEDERAL STAFFORD LOAN, AND TEACH GRANT.
Schedule E (Form 990 or 990-EZ) (2019)
Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Investments   220,549,043
Europe (Including Iceland and Greenland)     Investments   46,097,992
Central America and the Caribbean     Grantmaking Research 48,365
Europe (Including Iceland and Greenland)     Grantmaking Research 165,875
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....     266,861,275
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     266,861,275
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean Research 48,365 WIRE      
Europe (Including Iceland and Greenland) Research 165,875 WIRE      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
2
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Undergraduate Scholarship Central America and the Caribbean 2 74,987 Credit to AR      
Undergraduate Scholarship South America 5 88,084 Credit to AR      
Undergraduate Scholarship North America 6 312,887 Credit to AR      
Undergraduate Scholarship East Asia and the Pacific 39 269,126 Credit to AR      
Undergraduate Scholarship Sub-Saharan Africa 8 375,251 Credit to AR      
Undergraduate Scholarship Europe (Including Iceland and Greenland) 33 1,322,532 Credit to AR      
Undergraduate Scholarship South Asia 14 157,606 Credit to AR      
Undergraduate Scholarship Russia and the Newly Independent States 1 10,000 Credit to AR      
Undergraduate Scholarship Middle East and North Africa 11 52,386 Credit to AR      
Graduate Scholarships Central America and the Caribbean 14 326,076 Credit to AR      
Graduate Scholarships East Asia and the Pacific 415 8,326,356 Credit to AR      
Graduate Scholarships Europe (Including Iceland and Greenland) 64 1,723,160 Credit to AR      
Graduate Scholarships Middle East and North Africa 66 1,477,393 Credit to AR      
Graduate Scholarships North America 14 281,620 Credit to AR      
Graduate Scholarships Russia and the Newly Independent States 12 358,549 Credit to AR      
Graduate Scholarships South Asia 212 5,285,454 Credit to AR      
Graduate Scholarships South America 45 1,000,012 CREDIT TO AR      
Graduate Scholarships Sub-Saharan Africa 54 1,399,835 CREDIT TO AR      
Graduate Fellowship Central America and the Caribbean 5 87,596 Wire      
Graduate Fellowship East Asia and the Pacific 81 487,466 Wire      
Graduate Fellowship Europe (Including Iceland and Greenland) 7 51,120 Wire      
Graduate Fellowship Middle East and North Africa 2 8,250 Wire      
Graduate Fellowship North America 2 2,319 Wire      
Graduate Fellowship South Asia 24 68,737 Wire      
Graduate Fellowship South America 2 50,372 Wire      
Graduate Fellowship Sub-Saharan Africa 3 9,387 Wire      
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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 separately 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; don't 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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
SCHEDULE F, PART I, LINE 1 MONITORING THE USE OF GRANT FUNDS THE UNIVERSITY'S OVERSIGHT AND CONTROLS OVER RESEARCH FUNDS IS FACILITATED BY PROCESSES AND CONTROLS INHERENT IN OUR UNIVERSITY'S ERP SYSTEM. DISBURSEMENT OF FUNDS IS CONTROLLED BY THE RESEARCH OFFICE AND INSTITUTIONAL CRITERIA THAT ARE MONITORED BY THE SYSTEM, THE RESEARCH OFFICE, AND COLLABORATION BETWEEN VARIOUS DEPARTMENTS OF THE UNIVERSITY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


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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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
Part I
Fundraising Activities.Complete if the organization answered "Yes" on 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 10 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
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
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 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.









VerticalRevenue
(a) Event #1

WVUD Radiothon
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

0
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
22,088
 
 
22,088

2
Less: Contributions . . . .
22,088
 
 
22,088
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . . 1,023     1,023
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . . 1,488     1,488
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 2,511
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -2,511
Part III
Gaming. Complete if the organization answered "Yes" on 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 . . . . .
 
 
38,700
38,700
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
15,513
15,513

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
11,193
11,193


6

Volunteer labor . . . .
%
%
100.000 %


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
26,706

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
11,994

9
Enter the state(s) in which the organization conducts gaming activities: DE
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) 2019
Schedule G (Form 990 or 990-EZ) 2019
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 activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
100.000 %
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
Andrea Young
Address right arrow
108 D Delaware Field House   Newark, DE19716
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
Andrea Young
Gaming manager compensation right arrow $  
Description of services provided right arrow
Recordkeeper
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 (Form 990 or 990-EZ) 2019
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Delaware
 
Employer identification number
51-6000297
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" on 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) ACCUGENOMICS INC
1410 COMMONWEALTH DR STE 130
WILMINGTON,NC28403 		99-9999999 C-Corp 184,269       Research Subaward
(2) AUTISM SOCIETY OF DELAWARE
924 OLD HARMONY Rd STE 201
NEWARK,DE19713 		20-2110190 501(c)(3) 190,222       Research Subaward
(3) BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE
BOSTON,MA02215 		04-2103547 501(c)(3) 334,182       Research Subaward
(4) CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD
PASADENA,CA91125 		95-1643307 501(c)(3) 161,770       Research Subaward
(5) CALIFORNIA-SAN DIEGO UNIVERSITY OF
9500 GILMAN DRIVE
LA JOLLA,CA92093 		95-6006144 115 96,077       Research Subaward
(6) CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUE
PITTSBURGH,PA15213 		25-0969449 501(c)(3) 421,685       Research Subaward
(7) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH44106 		34-1018992 501(c)(3) 383,512       Research Subaward
(8) CHRISTIANA CARE HEALTH SERVICES
200 HYGEIA DR Ste 2400
NEWARK,DE19713 		51-0103684 501(c)(3) 1,247,950       Research Subaward Health Services
(9) CHROMATAN CORPORATION
3624 MARKET ST
ste5E
PHILADELPHIA,PA19104 		22-3974248 C-Corp 138,043       Research Subaward
(10) CLEMSON UNIVERSITY
108 SILAS N PEARMAN BLVD
CLEMSON,SC29634 		57-0426335 501(c)(3) 432,909       Research SubAward
(11) COLUMBIA UNIVERSITY
722 WEST 168TH STREET
NEW YORK,NY10032 		13-5598093 501(c)(3) 187,271       Research SubAward
(12) CORNELL UNIVERSITY
341 PINE TREE ROAD
ITHACA,NY14850 		15-0532082 501(c)(3) 177,238       Research SubAward
(13) DANFORTH PLANT SCIENCE CENTER
975 NORTH WARSON ROAD
ST LOUIS,MO63132 		31-1584621 501(c)(3) 175,373       Research SubAward
(14) DELAWARE EARLY CHILDHOOD CENTER
100 W MISPILLION ST
HARRINGTON,DE19952 		51-6000279 115 420,804       Research SubAward
(15) DELAWARE STATE UNIVERSITY
1200 NORTH DUPONT HIGHWAY
DOVER,DE19901 		51-0305893 115 2,248,452       Research SubAward
(16) DELAWARE TECHNICAL COMMUNITY COLLEGE
400 STANTON-CHRISTIANA RD
NEWARK,DE19713 		51-6000279 115 467,266       Research SubAward
(17) DREXEL UNIVERSITY
3141 Chestnut Street
PHILADELPHIA,PA19104 		23-1352630 501(c)(3) 358,285       Research SubAward
(18) DUKE UNIVERSITY
324 BLACKWELL STREET
Durham,NC27701 		56-0532129 501(c)(3) 230,165       Research SubAward
(19) FOOD BANK OF DELAWARE INC
14 GARFIELD WAY
NEWARK,DE19713 		51-0258984 501(c)(3) 334,729       SNAP Grant
(20) FRAUNHOFER USA INC
44792 HELM STREET
PLYMOUTH,MI48170 		38-3203030 501(c)(3) 33,190       Research SubAward
(21) FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVENUE N
SEATTLE,WA98109 		23-7156071 501(c)(3) 66,538        
(22) GEORGIA TECH RESEARCH CORPORATION
926 Dalney Street NW
Atlanta,GA30332 		58-0603146 501(c)(3) 228,889       Research SubAward
(23) HENRY M JACKSON FNDN ADV OF MILITARY MED
6720-A ROCKLEDGE DRIVE STE 100
BETHESDA,MD20817 		52-1317896 501(c)(3) 687,089       Research SubAward
(24) Industrial Microbes Inc
1250 45TH ST STE 330
EMERYVILLE,CA94608 		46-2802556 C-Corp 437,837       Research SubAward
(25) INDIANA UNIVERSITY
107 S Indiana Avenue
Bloomington,IN47405 		35-6001673 115 129,862       Research SubAward
(26) JACKSON LAB
600 MAIN STREET
BAR HARBOR,ME04609 		01-0211513 501(c)(3) 147,001       Research SubAward
(27) JOHNS HOPKINS UNIVERSITY
3910 KENSWICK ROAD
Baltimore,MD21211 		52-0595110 501(c)(3) 620,853       Research SubAward
(28) MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVE Suite 805
CHARLESTON,SC29425 		57-6007222 115 763,160       Research SubAward
(29) NEIGHBORHOOD HOUSE INC
1218 B STREET
WILMINGTON,DE19801 		51-0065747 501(c)(3) 120,540       Research SubAward
(30) NEMOURS
10140 CENTURION PARKWAY N 3 EAST
JACKSONVILLE,FL32256 		59-0634433 501(c)(3) 1,920,771       Research SubAward
(31) NEW YORK UNIVERSITY
25 WEST 4TH STREET
New York,NY10003 		13-5562308 501(c)(3) 182,369       Research SubAward
(32) NORTH CAROLINA STATE UNIVERSITY
NCSU BOX 7214
RALEIGH,NC27695 		56-6000756 115 1,554,372       Research SubAward
(33) PHYSICAL SCIENCES INC
20 NEW ENGLAND BUSINESS CENTER DRIV
ANDOVER,MA01810 		04-2517090 C-Corp 231,278       Research SubAward
(34) PURDUE UNIVERSITY
610 PURDUE MALL
WEST LAFAYETTE,IN47907 		35-6002041 501(c)(3) 216,275       Research SubAward
(35) UNIVERSITY OF CALIFORNIA SANTA BARBARA
3910 KENSWICK ROAD
SANTA BARBARA,CA93106 		95-6006145 115 132,762       Research SubAward
(36) RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREET WEST HALL ROOM 311
TROY,NY12180 		14-1340095 501(c)(3) 403,152       Research SubAward
(37) RESEARCH FOUNDATION OF CUNY
230 WEST 41TH STREET 7TH FLOOR
NEW YORK,NY10036 		13-1988190 501(c)(3) 149,869       Research SubAward
(38) RESEARCH FOUNDATION OF SUNY
35 State Street
ALBANY,NY12201 		14-1368361 501(c)(3) 329,525       Research SubAward
(39) ROBERT BOSCH LLC
38000 Hills Tech Drive
Farmington Hills,IL48331 		36-2903176 C-Corp 378,847       Research SubAward
(40) ROGER WILLIAMS UNIVERSITY
ONE OLD FERRY ROAD
BRISTOL,RI02809 		05-0277222 501(c)(3) 102,055       Research SubAward
(41) ROOSTERBIO INC
5295 WESTVIEW DR 275
FREDERICK,MD21703 		46-0637361 C-Corp 107,077       Research SubAward
(42) RUTGERS UNIVERSITY
33 KIGHTSBRIDGE ROAD 2ND FLOOR
PISCATAWAY,NJ08854 		22-6001086 115 240,863       Research SubAward
(43) SMITH COLLEGE
10 COLLEGE HALL
NORTHAMPTON,MA01063 		04-1843040 501(c)(3) 124,987       Research SubAward
(44) SMITHSONIAN INSTITUTION
24351 NETWORK PLACE
CHICAGO,IL60673 		53-0206027 501(c)(3) 146,551       Research SubAward
(45) SPAULDING REHABILITATION HOSPITAL CORP
399 REVOLUTION DRIVE
SOMERVILLE,MA02145 		04-2551124 501(c)(3) 118,734       Research SubAward
(46) STANFORD UNIVERSITY
651 SERRA STREET
Standford,CA94305 		94-1156365 501(c)(3) 154,232       Research SubAward
(47) STROUD WATER RESEARCH CENTER
970 SPENCER ROAD
Avondale,PA19311 		52-2081073 501(c)(3) 155,002       Research SubAward
(48) SUDHIN BIOPHARMA COMPANY
685 E HEARTSTRONG ST
SUPERIOR,CO80027 		46-4990723 C-Corp 285,867       Research SubAward
(49) TEMPLE UNIVERSITY
3400 NORTH BROAD STREET
Philadelphia,PA19182 		23-3529192 501(c)(3) 473,183       Research SubAward
(50) TEXAS A&M ENGEERING EXPER STATION
400 HARVEY MITCHELL PKWY S
COLLEGE STATION,TX77845 		74-6000531 115 144,528       Research SubAward
(51) TRUSTEE OF DARTMOUTH COLLEGE
11 ROPE FERRY RD
HANOVER,NH03755 		02-0222111 501(c)(3) 201,958       Research SubAward
(52) TRUSTEES OF THE UNIV OF PENNSYLVANIA
3451 Walnut Street
Philadelphia,PA19104 		23-1352685 501(c)(3) 455,493       Research SubAward
(53) TULANE UNIVERSITY
800 EAST COMMERCE RD STE 203
HARAHAN,LA70123 		72-0423889 501(c)(3) 108,631       Research SubAward
(54) UMASS LOWELL
600 SUFFOLK ST STE 212
LOWELL,MA01854 		04-3167352 115 283,519       Research SubAward
(55) UMASS MEDICAL SCHOOL
55 LAKE AVENUE NORTH
WORCESTER,MA01655 		10-4316735 115 284,542       Research SubAward
(56) UNITED TECHNOLOGIES RESEARCH CORP
411 SILVER LN
EAST HARTFORD,CT06118 		60-0570975 C-Corp 146,467       Research SubAward
(57) UNIV OF TEXAS HEALTH SCIENCE CTR AT HOUSTON
7000 Fannin Street
HOUSTON,TX77030 		74-1761309 115 114,190       Research SubAward
(58) UNIVERSITY OF NORTH CAROLINA CHAPEL HILL
104 AIRPORT DRIVE
CHAPEL HILL,NC27599 		56-6001393 115 1,018,930       Research SubAward
(59) UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE ste 300
CHICAGO,IL60637 		36-2177139 501(c)(3) 330,584       Research SubAward
(60) UNIVERSITY OF HAWAII
2440 CAMPUS ROAD
HONOLULU,HI96822 		99-6000354 115 310,605       Research SubAward
(61) UNIVERSITY OF ILLINOIS
28395 NETWORK PLACE
CHICAGO,IL60673 		37-6000511 115 181,412       Research SubAward
(62) UNIVERSITY OF MAINE
5717 CORBETT HALL
ORONO,ME04469 		01-6000769 115 131,674       Research SubAward
(63) UNIVERSITY OF MARYLAND
7901 Regents Drive
COLLEGE PARK,MD20742 		52-6002033 115 729,568       Research SubAward
(64) UNIVERSITY OF MARYLAND BALTIMORE
620 W Lexington S
BALTIMORE,MD21203 		31-1678679 115 9,821       Research SubAward
(65) UNIVERSITY OF MASSACHUSETTS
100 VENTURE WAY STE 201
HADLEY,MA01035 		04-6002284 115 282,838       Research SubAward
(66) UNIVERSITY OF MICHIGAN
500 SOUTH STATE STREET
Ann Arbor,MI48109 		38-6006309 115 268,960       Research SubAward
(67) UNIVERSITY OF MINNESOTA
200 OAK STREET SE
MINNEAPOLIS,MN55455 		41-6007513 115 297,712       Research SubAward
(68) UNIVERSITY OF NEBRASKA LINCOLN
2200 VINE STREET
LINCOLN,NE68583 		47-0049123 115 375,059       Research SubAward
(69) UNIVERSITY OF NEVADA RENO
1664 NORTH VIRGINIA STREET
RENO,NV89557 		88-6000024 115 274,512       Research SubAward
(70) UNIVERSITY OF NORTH CAROLINA WILMINGTON
601 SOUTH COLLEGE ROAD
WILMINGTON,NC28403 		56-1258660 115 274,617       Research SubAward
(71) UNIVERSITY OF PITTSBUGH
500 ROSS ST
PITTSBURGH,PA15251 		25-0965591 501(c)(3) 784,535       Research SubAward
(72) UNIVERSITY OF TENNESSEE
1331 Circle Park
KNOXVILLE,TN37996 		62-6001636 115 101,723       Research SubAward
(73) UNIVERSITY OF VERMONT
85 SOUTH PROSPECT STREET
BURLINGTON,VT05405 		03-0179440 115 99,736       Research SubAward
(74) UNIVERSITY OF VIRGINIA
1001 EMMET STREET
CHARLOTTESVILLE,VA22903 		54-6001796 115 114,252       Research SubAward
(75) UNIVERSITY OF WISCONSIN
OFFICE OF RESEARCH
MILWAUKEE,WI53278 		39-1805963 115 103,764       Research SubAward
(76) VIRGINIA POLYTECHNIC INSTITUTE & STATE
300 TURNER STREET STE 4200
BLACKSBURG,VA24061 		51-6001805 115 142,193       Research SubAward
(77) WESLEY COLLEGE
120 NORTH STATE STREET
DOVER,DE19901 		51-0064335 501(c)(3) 812,585       Research SubAward
(78) WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE ROAD
WORCESTER,MA01609 		04-2121659 501(c)(3) 105,337       RESEARCH SUBAWARD
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
70
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
8
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) UNIVERSITY OF DELAWARE SCHOLARSHIPS FOR STUDENTS 9093 60,104,677      
(2) DELAWARE NEED BASED GRANTS 6248 33,673,005      
(3) ATHLETIC SCHOLARSHIPS 1966 11,569,592      
(4) STUDENT EXCELLENCE EQUALS DEGREE SCHOLARSHIP 417 1,551,387      
(5) FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANT 905 928,756      
(6) UNIVERSITY OF DELAWARE COMMITMENT TO DELAWAREANS 281 1,705,842      
(7) UNIVERSITY ENDOWMENT SCHOLARSHIPS 2109 4,654,817      
(8) MERIT SCHOLARSHIPS 437 1,103,036      
(9) UNIVERSITY GIFT SCHOLARSHIPS 251 2,910,823      
(10) OTHER SCHOLARSHIPS AND GRANTS 253 855,219      
(11) GRADUATE STUDENT SCHOLARSHIPS 1561 35,030,097      
(12) GRADUATE STUDENT FELLOWSHIPS 801 8,464,029      
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
SCHEDULE I, PART I, LINE 2 MONITORING THE USE OF GRANT FUNDS THE UNIVERSITY'S OVERSIGHT AND CONTROLS OVER GRANT FUNDS IS FACILITATED BY PROCESSES AND CONTROLS INHERENT IN OUR UNIVERSITY'S ERP SYSTEM. DISBURSEMENT OF FUNDS IS CONTROLLED BY DONOR AND INSTITUTIONAL CRITERIA THAT ARE MONITORED BY BOTH THE SYSTEM AND COLLABORATION BETWEEN VARIOUS DEPARTMENTS OF THE UNIVERSITY. A MONTHLY REVIEW OF FUNDING IS PRODUCED TO MONITOR SPENDING AND REPORTS ARE PRODUCED BY DEVELOPMENT TO PROVIDE ADDITIONAL OVERSIGHT OF SCHOLARSHIP RECIPIENTS WHEN PROVIDING REPORTS TO DONORS ON THE STATUS OF THEIR GIFTS.
Schedule I (Form 990) 2019



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
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 on 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 on 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 on 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 on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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
Yes
 
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 on 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 on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Debra Hess Norris
Trustee, Professor 		(i)

(ii)		 210,933
-------------
0 		0
-------------
0 		57,265
-------------
0 		18,346
-------------
0 		20,381
-------------
0 		306,925
-------------
0 		 
-------------
 
2DIONISSIOS ASSANIS
President 		(i)

(ii)		 839,455
-------------
0 		262,500
-------------
0 		63,358
-------------
0 		28,738
-------------
0 		22,073
-------------
0 		1,216,124
-------------
0 		 
-------------
 
3Robin Morgan
Provost 		(i)

(ii)		 489,950
-------------
0 		96,000
-------------
0 		0
-------------
0 		28,638
-------------
0 		24,779
-------------
0 		639,367
-------------
0 		 
-------------
 
4John Long
Executive Vice President 		(i)

(ii)		 403,688
-------------
0 		75,000
-------------
0 		0
-------------
0 		30,800
-------------
0 		14,577
-------------
0 		524,065
-------------
0 		 
-------------
 
5Jeffrey Garland
UNIVERSITY SECRETARY 		(i)

(ii)		 264,758
-------------
0 		43,454
-------------
0 		0
-------------
0 		29,040
-------------
0 		20,402
-------------
0 		357,654
-------------
0 		 
-------------
 
6Glenn Carter
VP COMMUNICATIONS 		(i)

(ii)		 332,677
-------------
0 		59,900
-------------
0 		0
-------------
0 		23,430
-------------
0 		9,556
-------------
0 		425,563
-------------
0 		 
-------------
 
7JAMES DICKER JR
VP UNIVERSITY DEVELOPMENT 		(i)

(ii)		 496,137
-------------
0 		73,500
-------------
0 		14,814
-------------
0 		30,800
-------------
0 		24,597
-------------
0 		639,848
-------------
0 		 
-------------
 
8LAURE ERGIN
GENERAL COUNSEL 		(i)

(ii)		 396,516
-------------
0 		74,025
-------------
0 		0
-------------
0 		26,840
-------------
0 		27,247
-------------
0 		524,628
-------------
0 		 
-------------
 
9PETER KRAWCHYK
VP FACILITIES 		(i)

(ii)		 314,746
-------------
0 		48,333
-------------
0 		0
-------------
0 		30,800
-------------
0 		21,673
-------------
0 		415,552
-------------
0 		 
-------------
 
10GREGORY OLER
VP FINANCE 		(i)

(ii)		 306,259
-------------
0 		51,870
-------------
0 		0
-------------
0 		30,800
-------------
0 		27,097
-------------
0 		416,026
-------------
0 		 
-------------
 
11SHARON PITT
VP & CHIEF INFORMATION OFFICER 		(i)

(ii)		 345,500
-------------
0 		46,480
-------------
0 		0
-------------
0 		29,810
-------------
0 		30,962
-------------
0 		452,752
-------------
0 		 
-------------
 
12MARY REMMLER
VP STRATEGIC PLANNING 		(i)

(ii)		 330,920
-------------
0 		59,900
-------------
0 		0
-------------
0 		30,800
-------------
0 		37,679
-------------
0 		459,299
-------------
0 		 
-------------
 
13CHARLES RIORDAN
VP RESEARCH 		(i)

(ii)		 371,931
-------------
0 		64,415
-------------
0 		0
-------------
0 		30,800
-------------
0 		24,672
-------------
0 		491,818
-------------
0 		 
-------------
 
14JOSE-LUIS RIERA
VP STUDENT LIFE 		(i)

(ii)		 283,000
-------------
0 		42,750
-------------
0 		0
-------------
0 		30,346
-------------
0 		26,672
-------------
0 		382,768
-------------
0 		 
-------------
 
15WAYNE GUTHRIE
VICE PRESIDENT HUMAN RESOURCES 		(i)

(ii)		 283,570
-------------
0 		28,000
-------------
0 		5,000
-------------
0 		30,800
-------------
0 		9,423
-------------
0 		356,793
-------------
0 		 
-------------
 
16Beth Brand
UNIVERSITY SECRETARY 		(i)

(ii)		 292,549
-------------
0 		8,807
-------------
0 		0
-------------
0 		20,263
-------------
0 		25,397
-------------
0 		347,016
-------------
0 		 
-------------
 
17Rodney Morrison
VP Enrollment Management 		(i)

(ii)		 95,837
-------------
0 		40,000
-------------
0 		0
-------------
0 		9,465
-------------
0 		8,174
-------------
0 		153,476
-------------
0 		 
-------------
 
18ESTELLA ATEKWANA
Dean 		(i)

(ii)		 297,034
-------------
0 		0
-------------
0 		23,024
-------------
0 		30,800
-------------
0 		16,417
-------------
0 		367,275
-------------
0 		 
-------------
 
19Gary Henry
Dean 		(i)

(ii)		 134,195
-------------
0 		0
-------------
0 		213,699
-------------
0 		12,986
-------------
0 		6,463
-------------
0 		367,343
-------------
0 		 
-------------
 
20KATHLEEN MATT
Dean 		(i)

(ii)		 387,009
-------------
0 		0
-------------
0 		0
-------------
0 		30,800
-------------
0 		25,849
-------------
0 		443,658
-------------
0 		 
-------------
 
21JOHN PELESKO
Dean 		(i)

(ii)		 337,049
-------------
0 		0
-------------
0 		0
-------------
0 		30,800
-------------
0 		14,917
-------------
0 		382,766
-------------
0 		 
-------------
 
22MARK RIEGER
Dean 		(i)

(ii)		 292,731
-------------
0 		0
-------------
0 		0
-------------
0 		30,800
-------------
0 		21,423
-------------
0 		344,954
-------------
0 		 
-------------
 
23Levi Thompson
Dean 		(i)

(ii)		 403,723
-------------
0 		0
-------------
0 		0
-------------
0 		30,800
-------------
0 		27,247
-------------
0 		461,770
-------------
0 		 
-------------
 
24CAROL VUKELICH
Dean 		(i)

(ii)		 257,927
-------------
0 		0
-------------
0 		38,616
-------------
0 		21,136
-------------
0 		20,820
-------------
0 		338,499
-------------
0 		 
-------------
 
25BRUCE WEBER
Dean 		(i)

(ii)		 456,144
-------------
0 		71,109
-------------
0 		0
-------------
0 		30,800
-------------
0 		39,297
-------------
0 		597,350
-------------
0 		 
-------------
 
26CHRISTINE RAWAK
ATHLETIC DIRECTOR 		(i)

(ii)		 377,376
-------------
0 		56,250
-------------
0 		28,861
-------------
0 		30,800
-------------
0 		24,597
-------------
0 		517,884
-------------
0 		 
-------------
 
27KEITH WALTER
CHIEF INVESTMENT OFFICER 		(i)

(ii)		 441,317
-------------
0 		480,000
-------------
0 		0
-------------
0 		30,236
-------------
0 		24,672
-------------
0 		976,225
-------------
0 		 
-------------
 
28Daniel Rocco
Head Football Coach 		(i)

(ii)		 432,791
-------------
0 		110,000
-------------
0 		1,740
-------------
0 		24,244
-------------
0 		19,423
-------------
0 		588,198
-------------
0 		 
-------------
 
29Martin Ingelsby
Head Basketball Coach 		(i)

(ii)		 398,020
-------------
0 		20,000
-------------
0 		12,299
-------------
0 		30,800
-------------
0 		24,544
-------------
0 		485,663
-------------
0 		 
-------------
 
30Stanley Sandler
Professor 		(i)

(ii)		 141,790
-------------
0 		0
-------------
0 		282,815
-------------
0 		16,063
-------------
0 		29,839
-------------
0 		470,507
-------------
0 		 
-------------
 
31Daniel Rich
Professor 		(i)

(ii)		 421,448
-------------
0 		0
-------------
0 		0
-------------
0 		40,178
-------------
0 		21,423
-------------
0 		483,049
-------------
0 		 
-------------
 
32Donald Sparks
Professor 		(i)

(ii)		 377,453
-------------
0 		0
-------------
0 		38,593
-------------
0 		38,025
-------------
0 		11,097
-------------
0 		465,168
-------------
0 		 
-------------
 
33ALAN BRANGMAN until 3102019
Former EVP 		(i)

(ii)		 76,873
-------------
0 		103,200
-------------
0 		27,847
-------------
0 		8,342
-------------
0 		4,871
-------------
0 		221,133
-------------
0 		 
-------------
 
34GEORGE WATSON
Former Dean/ Professor 		(i)

(ii)		 311,615
-------------
0 		0
-------------
0 		0
-------------
0 		33,879
-------------
0 		10,094
-------------
0 		355,588
-------------
0 		 
-------------
 
35BABATUNDE OGUNNAIKE
Former Dean/ Professor 		(i)

(ii)		 357,271
-------------
0 		0
-------------
0 		8,827
-------------
0 		29,875
-------------
0 		26,440
-------------
0 		422,413
-------------
0 		 
-------------
 
36Lynn Okagaki
FORMER DEAN/ Dep Provost 		(i)

(ii)		 323,778
-------------
0 		10,000
-------------
0 		0
-------------
0 		30,800
-------------
0 		9,556
-------------
0 		374,134
-------------
0 		 
-------------
 
37CHRISTOPHER LUCIER until 52019
Former VP ENROLL MGT 		(i)

(ii)		 108,456
-------------
0 		50,800
-------------
0 		4,993
-------------
0 		11,871
-------------
0 		2,151
-------------
0 		178,271
-------------
0 		 
-------------
 
38FRANKLIN NEWTON
FORMER CHIEF OF STAFF/ Exec Di 		(i)

(ii)		 92,685
-------------
0 		0
-------------
0 		28,972
-------------
0 		10,300
-------------
0 		44,090
-------------
0 		176,047
-------------
0 		 
-------------
 
39JOHN BRENNAN
FORMER VP COMMUNICATIONS 		(i)

(ii)		 177,959
-------------
0 		0
-------------
0 		0
-------------
0 		18,938
-------------
0 		9,525
-------------
0 		206,422
-------------
0 		 
-------------
 
40JASON CASH
FORMER INTERIM VP IT/ Deputy C 		(i)

(ii)		 195,068
-------------
0 		0
-------------
0 		0
-------------
0 		21,576
-------------
0 		23,390
-------------
0 		240,034
-------------
0 		 
-------------
 
41MOHSEN BADIEY
FORMER INTERIM DEAN/ Professor 		(i)

(ii)		 261,023
-------------
0 		0
-------------
0 		0
-------------
0 		28,790
-------------
0 		24,597
-------------
0 		314,410
-------------
0 		 
-------------
 
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
SCHEDULE J, PART I, LINE 1 HOUSING ALLOWANCE - THE UNIVERSITY'S PRESIDENT IS REQUIRED TO LIVE IN AN ON-CAMPUS RESIDENCE. THE ARRANGEMENT MEETS THE IRC EXCLUSION FROM GROSS INCOME AND IS THEREFORE EXCLUDED FROM COMPENSATION REPORTED ON THE PRESIDENT'S FORM W-2.
SCHEDULE J, PART I, LINE 1 HEALTH AND SOCIAL CLUB DUES - 2 HIGHLY COMPENSATED EMPLOYEES WERE PROVIDED BENEFITS TO A SOCIAL CLUB TOTALING $18,444. IT IS THE UNIVERSITY'S POLICY TO TREAT THE ABOVE ITEMS AS TAXABLE COMPENSATION AND REPORT THE APPLICABLE AMOUNTS ON THE INDIVIDUAL'S FORM W-2.
SCHEDULE J, PART I, LINE 1 PERSONAL SERVICES - ONE UNIVERSITY OFFICER RECEIVED PERSONAL SERVICES IN THE FORM OF HOUSEKEEPING SERVICES IN THE AMOUNT OF $4,917. IT IS THE UNIVERSITY'S POLICY TO TREAT SUCH PERSONAL SERVICES AS TAXABLE COMPENSATION AND TO REPORT THE APPLICABLE AMOUNTS ON THE OFFICER'S FORM W-2.
SCHEDULE J, PART I, LINE 5 THE UNIVERSITY'S CHIEF INVESTMENT OFFICER, A KEY EMPLOYEE, RECEIVED A BONUS PAYMENT OF $480,000, WHICH IS PARTIALLY BASED UPON THE PERFORMANCE OF THE UNIVERSITY'S INVESTMENT PORTFOLIO. THIS TYPE OF COMPENSATION IS SUBJECT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION PROCESS, WHICH ENSURES THAT THE AMOUNT OF TOTAL COMPENSATION IS FAIR AND REASONABLE.
SCHEDULE J, PART I, LINE 7 CERTAIN UNIVERSITY OFFICERS RECEIVED BONUS PAYMENTS TOTALING $1,496,293, WHICH ARE BASED UPON ACHIEVING DOCUMENTED GOALS. THIS TYPE OF COMPENSATION IS PURSUANT TO THE UNIVERSITY'S EXECUTIVE COMPENSATION PROCESS, WHICH ENSURES THAT THE AMOUNT OF TOTAL COMPENSATION IS FAIR AND REASONABLE.
Schedule J (Form 990) 2019

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Delaware
 
Employer identification number
51-6000297
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 University of Delaware (Series 2005)
  		51-6000297 91425MAZ0 07-14-2005 49,945,000 SEE PART VI   X   X   X
B University of Delaware (Series 2013AC)
  		51-6000297 91425MDU8 04-18-2013 196,950,353 SEE PART VI X     X   X
C University of Delaware (Series 2019)
  		51-6000297 914245CS2 06-20-2019 136,482,603 SEE PART VI   X   X   X
D UNIVERSITY OF DELAWARE (SERIES 2019A)
  		51-6000297 914245CS2 10-09-2019 65,279,513 SEE PART VI   X   X   X
University of Delaware (Series 2004AB)
  		51-6000297 91425MAY3 04-08-2004 53,457,434 SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 21,255,000 30,305,000 4,435,000 1,935,000
2 Amount of bonds legally defeased .............. 0 93,045,000 0 0
3 Total proceeds of issue .................. 51,410,087 196,950,353 136,482,603 65,279,513
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 307,595 760,633 709,836 356,118
8 Credit enhancement from proceeds ............. 30,000 0 0 0
9 Working capital expenditures from proceeds ............. 1,465,087 0 0 0
10 Capital expenditures from proceeds ............. 36,752,258 116,924,000 135,772,767 64,923,395
11 Other spent proceeds ............. 12,855,147 79,265,720 0 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2006 2015 2020 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		  X X     X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, 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) 2019

Schedule K (Form 990) 2019
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?                
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?                
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 % 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        
6 Total of lines 4 and 5 .............        
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. ..        
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   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 .......... Morgan Stanley
  		MORGAN STANLEY
  		0
  		0
 
c Term of hedge ......... 30.6 % 24.3 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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 .......... 0
  		0
  		0
  		0
 
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
SCHEDULE K, PART I, LINE A, COLUMN F - BOND ISSUE 2005 IN JULY 2005, THE UNIVERSITY ISSUED ITS $49,945,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2005. 2005 BOND PROCEEDS IN THE AMOUNT OF $37,880,000 WERE USED TO COMPLETE THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, THE DEMOLITION OF SOME EXISTING UNIVERSITY DORMITORIES, AND OTHER CAPITAL IMPROVEMENTS. 2005 BOND PROCEEDS IN THE AMOUNT OF $12,065,000 WERE USED TO ADVANCE REFUND A PORTION OF THE UNIVERSITYS OUTSTANDING SERIES 1997 BONDS, WHICH WERE ORIGINALLY ISSUED ON 06/05/1997.
SCHEDULE K, PART I, LINE A, COLUMN F - BOND ISSUE 2004A/B IN APRIL 2004, THE UNIVERSITY ISSUED ITS $12,070,000 REVENUE BONDS, SERIES 2004A AND $40,835,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2004B. THE 2004A BONDS WERE ISSUED: (I) TO CURRENTLY REFUND THE UNIVERSITYS OUTSTANDING SERIES 1993 BONDS; (II) TO FINANCE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS; AND (III) TO PAY COSTS OF ISSUING THE 2004A BONDS. THE 2004A BONDS MATURED ON NOVEMBER 1, 2010 AND ARE NO LONGER OUTSTANDING. THE 2004B BONDS WERE ISSUED (I) TO FINANCE THE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS, AND (II) TO PAY COSTS OF ISSUING THE 2004B BONDS.
SCHEDULE K, PART I, LINE B, COLUMN F - BOND ISSUE 2013A/C THE 2013A BONDS HAVE BEEN LEGALLY DEFEASED. A PORTION OF THE 2019 BOND PROCEEDS FUNDED AN ESCROW ACCOUNT THAT WAS IRREVOCABLY PLACED WITH A TRUSTEE TO MEET THE PRINCIPAL AND INTEREST PAYMENTS OF THE 2013A ISSUE UNTIL THEIR REDEMPTION. THE 2013C BONDS WERE ISSUED FOR THE PURPOSE OF PROVIDING FUNDS (I) TO REFUND A PORTION OF THE UNIVERSITY'S VARIABLE RATE REVENUE BONDS, SERIES 2009A THAT WERE ORIGINALLY ISSUED ON 03/17/2009, AND (II) TO PAY THE COSTS OF ISSUING THE 2013C BONDS.
SCHEDULE K, PART I, LINE C, COLUMN F - BOND ISSUE 2019 IN JUNE 2019, THE UNIVERSITY ISSUED ITS $113,295,000 TAX-EXEMPT BONDS, SERIES 2019 TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019 BONDS.
SCHEDULE K, PART I, LINE D, COLUMN F - BOND ISSUE 2019A IN OCTOBER 2019, THE UNIVERSITY ISSUED ITS $49,390,000 TAX-EXEMPT BONDS, SERIES 2019A TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019A BONDS.
SCHEDULE K, PART II, COLUMN A PROCEEDS - BOND ISSUE 2005 LINE 3 INCLUDES INTEREST EARNINGS $1,465,087
SCHEDULE K, PART II, COLUMN A PROCEEDS - BOND ISSUE 2004B LINE 3 INCLUDES INTEREST EARNINGS $1,132,732 SCHEDULE K, PART IV, COLUMN B - BOND ISSUE 2013C AN ARBITRAGE REBATE COMPUTATION WAS PERFORMED ON 04/18/2018.
Schedule K (Form 990) 2019

Additional Data


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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Delaware
 
Employer identification number
51-6000297
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 University of Delaware (Series 2005)
  		51-6000297 91425MAZ0 07-14-2005 49,945,000 SEE PART VI   X   X   X
B University of Delaware (Series 2013AC)
  		51-6000297 91425MDU8 04-18-2013 196,950,353 SEE PART VI X     X   X
C University of Delaware (Series 2019)
  		51-6000297 914245CS2 06-20-2019 136,482,603 SEE PART VI   X   X   X
D UNIVERSITY OF DELAWARE (SERIES 2019A)
  		51-6000297 914245CS2 10-09-2019 65,279,513 SEE PART VI   X   X   X
University of Delaware (Series 2004AB)
  		51-6000297 91425MAY3 04-08-2004 53,457,434 SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 21,255,000 30,305,000 4,435,000 1,935,000
2 Amount of bonds legally defeased .............. 0 93,045,000 0 0
3 Total proceeds of issue .................. 51,410,087 196,950,353 136,482,603 65,279,513
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 307,595 760,633 709,836 356,118
8 Credit enhancement from proceeds ............. 30,000 0 0 0
9 Working capital expenditures from proceeds ............. 1,465,087 0 0 0
10 Capital expenditures from proceeds ............. 36,752,258 116,924,000 135,772,767 64,923,395
11 Other spent proceeds ............. 12,855,147 79,265,720 0 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2006 2015 2020 2020
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		  X X     X   X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, 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) 2019

Schedule K (Form 990) 2019
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?                
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?                
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 % 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        
6 Total of lines 4 and 5 .............        
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. ..        
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   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 .......... Morgan Stanley
  		MORGAN STANLEY
  		0
  		0
 
c Term of hedge ......... 30.6 % 24.3 %    
d Was the hedge superintegrated? ......   X   X        
e Was the hedge terminated? ........   X   X        
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
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 .......... 0
  		0
  		0
  		0
 
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
SCHEDULE K, PART I, LINE A, COLUMN F - BOND ISSUE 2005 IN JULY 2005, THE UNIVERSITY ISSUED ITS $49,945,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2005. 2005 BOND PROCEEDS IN THE AMOUNT OF $37,880,000 WERE USED TO COMPLETE THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, THE DEMOLITION OF SOME EXISTING UNIVERSITY DORMITORIES, AND OTHER CAPITAL IMPROVEMENTS. 2005 BOND PROCEEDS IN THE AMOUNT OF $12,065,000 WERE USED TO ADVANCE REFUND A PORTION OF THE UNIVERSITYS OUTSTANDING SERIES 1997 BONDS, WHICH WERE ORIGINALLY ISSUED ON 06/05/1997.
SCHEDULE K, PART I, LINE A, COLUMN F - BOND ISSUE 2004A/B IN APRIL 2004, THE UNIVERSITY ISSUED ITS $12,070,000 REVENUE BONDS, SERIES 2004A AND $40,835,000 VARIABLE RATE DEMAND REVENUE BONDS, SERIES 2004B. THE 2004A BONDS WERE ISSUED: (I) TO CURRENTLY REFUND THE UNIVERSITYS OUTSTANDING SERIES 1993 BONDS; (II) TO FINANCE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS; AND (III) TO PAY COSTS OF ISSUING THE 2004A BONDS. THE 2004A BONDS MATURED ON NOVEMBER 1, 2010 AND ARE NO LONGER OUTSTANDING. THE 2004B BONDS WERE ISSUED (I) TO FINANCE THE A PORTION OF THE COSTS ASSOCIATED WITH THE CONSTRUCTION OF A PARKING GARAGE, THE DEMOLITION OF EXISTING UNIVERSITY DORMITORIES, THE CONSTRUCTION OF THREE NEW DORMITORY BUILDINGS, AND FOR OTHER CAPITAL IMPROVEMENTS, AND (II) TO PAY COSTS OF ISSUING THE 2004B BONDS.
SCHEDULE K, PART I, LINE B, COLUMN F - BOND ISSUE 2013A/C THE 2013A BONDS HAVE BEEN LEGALLY DEFEASED. A PORTION OF THE 2019 BOND PROCEEDS FUNDED AN ESCROW ACCOUNT THAT WAS IRREVOCABLY PLACED WITH A TRUSTEE TO MEET THE PRINCIPAL AND INTEREST PAYMENTS OF THE 2013A ISSUE UNTIL THEIR REDEMPTION. THE 2013C BONDS WERE ISSUED FOR THE PURPOSE OF PROVIDING FUNDS (I) TO REFUND A PORTION OF THE UNIVERSITY'S VARIABLE RATE REVENUE BONDS, SERIES 2009A THAT WERE ORIGINALLY ISSUED ON 03/17/2009, AND (II) TO PAY THE COSTS OF ISSUING THE 2013C BONDS.
SCHEDULE K, PART I, LINE C, COLUMN F - BOND ISSUE 2019 IN JUNE 2019, THE UNIVERSITY ISSUED ITS $113,295,000 TAX-EXEMPT BONDS, SERIES 2019 TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019 BONDS.
SCHEDULE K, PART I, LINE D, COLUMN F - BOND ISSUE 2019A IN OCTOBER 2019, THE UNIVERSITY ISSUED ITS $49,390,000 TAX-EXEMPT BONDS, SERIES 2019A TO PROVIDE FINANCING FOR: (I) THE ACQUISITION CONSTRUCTION, EQUIPPING AND INSTALLATION OF CERTAIN FACILITIES OF THE UNIVERSITY AND (II) THE PAYMENT OF THE COSTS OF ISSUING THE 2019A BONDS.
SCHEDULE K, PART II, COLUMN A PROCEEDS - BOND ISSUE 2005 LINE 3 INCLUDES INTEREST EARNINGS $1,465,087
SCHEDULE K, PART II, COLUMN A PROCEEDS - BOND ISSUE 2004B LINE 3 INCLUDES INTEREST EARNINGS $1,132,732 SCHEDULE K, PART IV, COLUMN B - BOND ISSUE 2013C AN ARBITRAGE REBATE COMPUTATION WAS PERFORMED ON 04/18/2018.
Schedule K (Form 990) 2019

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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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 the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-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) Tuition   68,250 Discount Tuition  
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
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) Michael Moore Spouse of Kathleen Matt 144,437 Employment   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


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 imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
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 152 528,590 Opinion of Expert
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 43,014 Opinion of Expert
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 163 3,267,440 Fair Market Value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 23 2,865 Opinion of Expert
23 Scientific specimens .. X 1 400 Opinion of Expert
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Equipment ) X 7 662,679 Opinion of Expert
26 Other Right pointing arrow large image ( Miscellaneous ) X 9 9,811 Opinion of Expert
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
3
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 isn't 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 nonstandard 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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
Schedule M (Form 990) (2019)

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
Return Reference Explanation
FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION MISSION STATEMENT: THE UNIVERSITY OF DELAWARE EXISTS TO CULTIVATE LEARNING, DEVELOP KNOWLEDGE, AND FOSTER THE FREE EXCHANGE OF IDEAS. STATE-ASSISTED YET PRIVATELY GOVERNED, THE UNIVERSITY HAS A STRONG TRADITION OF DISTINGUISHED SCHOLARSHIP, WHICH IS MANIFESTED IN ITS RESEARCH AND CREATIVE ACTIVITIES, TEACHING, AND SERVICE, IN LINE WITH ITS COMMITMENT TO INCREASING AND DISSEMINATING SCIENTIFIC, HUMANISTIC, ARTISTIC, AND SOCIAL KNOWLEDGE FOR THE BENEFIT OF THE LARGER SOCIETY. FOUNDED IN 1743 AND CHARTERED BY THE STATE IN 1833, THE UNIVERSITY OF DELAWARE TODAY IS A LAND-GRANT, SEA-GRANT, AND SPACE-GRANT UNIVERSITY. THE UNIVERSITY OF DELAWARE IS A MAJOR RESEARCH UNIVERSITY OFFERING A BROAD RANGE OF DEGREE PROGRAMS: 4 ASSOCIATE PROGRAMS, 140 BACHELOR'S PROGRAMS, 115 MASTER'S PROGRAMS, 44 DOCTORAL PROGRAMS, AND 16 DUAL GRADUATE PROGRAMS THROUGH OUR SEVEN COLLEGES AND IN COLLABORATION WITH MORE THAN 80 RESEARCH CENTERS. UNIVERSITY FACULTY IS COMMITTED TO THE INTELLECTUAL, CULTURAL, AND ETHICAL DEVELOPMENT OF STUDENTS AS CITIZENS, SCHOLARS, AND PROFESSORS. FORM 990, PART VI, LINE 2 TERENCE MURPHY AND KATHLEEN MATT HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 7A EIGHT OF THE UNIVERSITY'S TRUSTEES SHALL BE APPOINTED BY THE GOVERNOR OF DELAWARE, BY AND WITH THE CONSENT OF A MAJORITY OF THE MEMBERS ELECTED TO THE DELAWARE STATE SENATE.
FORM 990, PART VI, LINE 11B THE UNIVERSITY'S FORM 990 IS PREPARED BY THE INDEPENDENT TAX ADVISORS FROM INFORMATION PROVIDED BY UNIVERSITY PERSONNEL AND SIGNED BY THE VICE PRESIDENT FOR FINANCE. THE FORM 990 IS REVIEWED BY ADDITIONAL MEMBERS OF UNIVERSITY MANAGEMENT. THE AUDIT VISITING COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND DISCUSSES THE FULL FORM 990 AT ITS SPRING MEETING HELD IN APRIL 2021. A FINAL FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO THE FILING OF THE FORM 990 WITH THE IRS.
FORM 990, PART VI, LINE 12C THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY, BY VIRTUE OF THEIR OFFICES, HAVE A FIDUCIARY RELATIONSHIP WITH THE UNIVERSITY WHICH REQUIRES THAT THEY ACT IN GOOD FAITH AND WITH FIDELITY TO THE UNIVERSITY'S BEST INTERESTS. THE UNIVERSITY HAS WRITTEN CONFLICT OF INTEREST POLICIES WHICH ARE INTENDED TO PERMIT THE UNIVERSITY AND ITS TRUSTEES, OFFICERS, AND OTHER KEY EMPLOYEES TO IDENTIFY, EVALUATE, AND ADDRESS ANY CONFLICT OF INTEREST THAT MIGHT CALL INTO QUESTION THIS FIDUCIARY DUTY TO THE UNIVERSITY. THE CONFLICT OF INTEREST POLICY COVERING TRUSTEES ARE DOCUMENTED IN THE BYLAWS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY, SECTION 1.4. THE CONFLICT OF INTEREST POLICIES COVERING OFFICERS AND OTHER SENIOR ADMINISTRATORS ARE DOCUMENTED IN UNIVERSITY POLICY 4-26, POLICY ON DISCLOSING AND MANAGING SENIOR ADMINISTRATORS' FINANCIAL CONFLICTS OF INTEREST. CONFLICT OF INTEREST POLICIES COVERING OTHER KEY EMPLOYEES ARE DOCUMENTED IN THE FOLLOWING UNIVERSITY POLICIES: 4-41, PROFESSIONAL AND SALARIED STAFF CODE OF ETHICS AND 6-11, FACULTY AND PROFESSIONAL STAFF INVOLVEMENT IN COMMERCIAL ENTERPRISES THAT HAVE RELATIONSHIPS WITH THE UNIVERSITY OF DELAWARE. EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE IS REQUIRED TO REPORT ANY CONFLICTS OF INTEREST TO THE UNIVERSITY AS SOON AS PRACTICAL AFTER THEY BECOME AWARE OF SUCH A CONFLICT. EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE SHALL ALSO ANNUALLY COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE UNIVERSITY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICIES BY REVIEW OF THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES BY THE OFFICE OF GENERAL COUNSEL AND THE OFFICE OF THE VICE PRESIDENT FOR FINANCE. IF CONFLICTS OF INTEREST EXIST FOR OFFICERS AND KEY EMPLOYEES, THE PRESIDENT (OR HIS DESIGNEE) DETERMINES THE CORRECTIVE MEASURE, IF ANY, TO BE TAKEN TO RESOLVE THE CONFLICT, OR WILL IMPOSE APPROPRIATE RESTRICTIONS, IF ANY, ON THE PERSON WITH THE CONFLICT. FOR CONFLICTS OF INTEREST INVOLVING THE PRESIDENT OR TRUSTEES, THE AUDIT VISITING COMMITTEE OF THE BOARD OF TRUSTEES WILL BE NOTIFIED OF THE CONFLICT AND WILL RECOMMEND TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THE CORRECTIVE MEASURES, IF ANY, TO BE TAKEN TO RESOLVE THE CONFLICT OR APPROPRIATE RESTRICTIONS, IF ANY, TO BE IMPOSED ON THE PERSON WITH THE CONFLICT. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES, EXCLUDING SUCH CONFLICTED PERSON, HAS THE FINAL APPROVAL OF ANY RECOMMENDED CORRECTIVE MEASURES OR IMPOSED RESTRICTIONS. SUCH RESTRICTIONS REQUIRE EXCLUDING CONFLICTED PERSONS FROM DISCUSSION AND APPROVAL OF TRANSACTIONS BENEFITTING THEM, DIRECTLY OR INDIRECTLY.
FORM 990, PART VI, LINE 15A & B THE COMPENSATION OF ALL OFFICERS OF THE UNIVERSITY IS REVIEWED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, AND IS SUBSEQUENTLY REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. SUCH PROCESS INCLUDES THE USE OF BENCHMARK COMPENSATION DATA AND 3RD PARTY EXPERTS. THE OFFICERS' COMPENSATION PROCESS IS CONTEMPORANEOUSLY DOCUMENTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION OF KEY EMPLOYEES IS SET BY THEIR RESPECTIVE SUPERVISING OFFICER WITHIN THE CONSTRAINTS OF THE UNIVERSITY'S OPERATING BUDGET, WHICH IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, AND SUBSEQUENTLY BY THE FULL BOARD OF TRUSTEES. THE KEY EMPLOYEES' COMPENSATION PROCESS IS CONTEMPORANEOUSLY DOCUMENTED BY THE UNIVERSITY.
FORM 990, PART VI, LINE 19 THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AUDITED FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE AS PUBLIC INFORMATION ON THE UNIVERSITY'S WEBSITE. IN ADDITION, THE UNIVERSITY'S FORM 990-T AND IRS DETERMINATION LETTER ARE MADE AVAILABLE FOR PUBLIC REVIEW UPON REQUEST.
FORM 990, PART XI, LINE 9 INCREASE IN POST- RETIREMENT OBLIGATION $ (67,792,099) INCREASE IN UNIVERSITY BOND SWAP $ ( 9,691,519) RELATED ENTITIES EXPENSES $ 277,897 DECREASE IN NONOPERATING LIABILITIES $ 1,477,089 INSURANCE PROCEEDS $ 919,444 ------------------ TOTAL $ (74,809,188)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
University of Delaware
 
Employer identification number

51-6000297
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) Blue Hen Hotel LLC
Hullihen Hall Ste 220
Newark,DE19716
51-0411499 		Hotel DE 3,791,478 14,198,034 Univ of DE
 
(2) 1743 Holdings LLC
Hullihen Hall Ste 220
Newark,DE19716
27-1332816 		Research DE 522,326 64,039,280 Univ of DE
 








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)University of DE Alumni Assoc Inc
24 E Main Street

Newark,DE19716
51-6016065 		Scholarship DE 501(C)(3) 12C NA
 
 
No
(2)University of Delaware Research Fdn
220 Hullihen Hall

Newark,DE19716
51-6017306 		Research DE 501(C)(3) 12D NA
 
 
No
(3)Friends of the University of DE Library
University of DE Library

Newark,DE19717
51-6017971 		Donations DE 501(C)(3) 12C NA
 
 
No
(4)Karl W Boer Solar Energy Medal of Merit
222 SOUTH CHAPEL STREET

Newark,DE19716
39-6596448 		Award DE 501(C)(3) 12A NA
 
 
No
(5)UNIDEL Foundation Inc
PO Box 1146

Newark,DE19899
51-6015046 		Grants DE 501(C)(3) 12D NA
 
 
No




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) First State Marine Wind LLC

2050 Cabot Blvd
Langhorne,PA19047
38-3809186 		PWR Generation DE Blue Hen Wd
  		Related 536,846 4,894,105   No     No 97.500 %
(2) Performance VC Opportunities Fund I LP

5 GREENWICH OFFICE PARK3RD FL
GREENWICH,CT06831
83-3206186 		INVESTMENTS CT NA
  		EXCLUDED 6,153 3,799,351   No 0   No 99.000 %
(3) KNIGHTSBRIDGE B LP

122 SW Frank Phillips Blvd
Bartlesville,OK74003
82-3938272 		INVESTMENTS OK NA
  		EXCLUDED 64,885 8,461,689   No 0   No 98.810 %








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) Blue Hen Wind Inc

124 C Hullihen
Newark,DE19716
35-2377140 		Investments DE NA
  		C Corp 0 3,029,703 100.000 % Yes  
(2) University of DE Student Housing Fndn

220 Hullihen Hall
Newark,DE19716
31-1779506 		Inactive DE NA
  		C Corp 0 0 100.000 % Yes  
(3) Charitable Remainder Annuity Trust (5)

220 Hullihen Hall
Newark,DE19716
 Investments DE NA
  		Trust          
(4) Charitable Remainder Unitrust Trust (8)

221 Hullihen Hall
Newark,DE19716
 Investments DE NA
  		Trust          






Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
 
No
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
 
No
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
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
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) Friends of the University of DE LibraryINC

 c 110,000 Cash Dist
(2) University of DE Research Foundation

 c 400,000 Cash Dist
(3) UNIDEL Foundation Inc

 c 10,013,390 Cash Dist
(4) University of DE Alumni Association Inc

 c 788,763 Cash Dist
(5) PERFORMANCE VC OPPORTUNITIES FUND I LP

 B 2,494,800 Cash
(6) KNIGHTSBRIDGE B LP

 B 6,352,300 Cash
(7) KNIGHTSBRIDGE B LP

 S 1,560,583 Cash Dist
(8) SEE SCH R Part VII SUPPLEMENTAL INFO

 o    
(9) SEE SCH R Part VII SUPPLEMENTAL INFO

 o    
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
SCHEDULE R, PART V, LINE 2(b) (N) & (O) THE UNIVERSITY PROVIDES, WITHOUT COMPENSATION, BOOKKEEPING AND OTHER ADMINISTRATIVE SERVICES TO THE UNIVERSITY OF DELAWARE ALUMNI ASSOCIATION, UNIVERSITY OF DELAWARE RESEARCH FOUNDATION, FRIENDS OF THE UNIVERSITY OF DELAWARE LIBRARY, INC., Karl W Boer Solar Energy Medal of Merit Award Trust, BLUE HEN WIND INC., AND FIRST STATE MARINE WIND LLC. UNIVERSITY PERSONNEL RECEIVE NO COMPENSATION FROM THESE ORGANIZATIONS.
Schedule R (Form 990) 2019

Additional Data


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