Form990


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)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
Vanderbilt University
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PMB 406310 2301 Vanderbilt Place
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Nashville, TN372406310
D Employer identification number

62-0476822
E Telephone number

G Gross receipts $ 7,965,434,040
F Name and address of principal officer:
Daniel Diermeier
211 Kirkland 2201 Westend
Nashville,TN37240
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.vanderbilt.edu
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1873
M State of legal domicile: TN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 33
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 32
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 13,657
6 Total number of volunteers (estimate if necessary) ............. 6 10,900
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 97,399,796
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 325,430,127 417,397,740
9 Program service revenue (Part VIII, line 2g) ......... 1,274,537,853 1,337,444,828
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,589,140,119 405,457,697
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 127,532,583 106,104,683
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,316,640,682 2,266,404,948
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 437,904,982 467,841,762
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 765,411,669 832,748,623
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 328,102 97,606
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet42,261,834    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 826,245,539 725,260,163
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,029,890,292 2,025,948,154
19 Revenue less expenses. Subtract line 18 from line 12....... 1,286,750,390 240,456,794
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 13,531,777,510 13,149,511,362
21 Total liabilities (Part X, line 26)............. 3,573,286,552 3,460,404,534
22 Net assets or fund balances. Subtract line 21 from line 20..... 9,958,490,958 9,689,106,828
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 (2021)
Form 990 (2021)
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 $ 1,335,840,826 including grants of $ 405,165,573 ) (Revenue $ 1,250,144,276 )
See Schedule O - Education
4b (Code:   ) (Expenses $ 374,584,405 including grants of $ 62,676,189 ) (Revenue $ 87,325,008 )
See Schedule O - Academic and Scientific Research
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,710,425,231
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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 IV..............
9
 
No
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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 VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
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
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
List of Attached Documents:
// Content
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
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...................
19
 
No
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
Yes
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
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 ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
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
List of Attached Documents:
// Content
...........
26
Yes
 
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
List of Attached Documents:
// Content
.........................
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties (see the 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......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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
19,058
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
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
13,657
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletHK , HU , IC , IN , AR , ID , IS , JA , KE , KS , MI , MY , AS , MP , MX , MO , WA , NZ , NI , NO , PE , RP , PL , PO , RS , SN , SI , SF , SW , SZ , TW , TZ , TH , TS , TU , UG , AE , UK , VM , ZA , ZI , BD , BC , BR , CA , CI , CH , CO , IV , HR , EZ , DA , EG , GM , GH , GR
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 the 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
Yes
 
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
33
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
32
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
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on 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 on 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 on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDalana Robertson110 21st Avenue South Suite 900   Nashville,TN37203 (615) 343-6601
Form 990 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Daniel Diermeier
 
See Schedule O
50.0
.................
0.0
X   X       2,086,789 0 424,132
(2) Adena Friedman
 
Trustee
1.0
.................
0.0
X           0 0 0
(3) Adolpho A Birch III
 
Secretary
1.0
.................
0.0
X           0 0 0
(4) Alexander C Taylor
 
Trustee
1.0
.................
0.0
X           0 0 0
(5) Andrew Hoine
 
Trustee
1.0
.................
0.0
X           0 0 0
(6) Bruce R Evans
 
Chairman
1.0
.................
0.0
X           0 0 0
(7) Cindy Kent
 
Trustee
1.0
.................
0.0
X           0 0 0
(8) Conner Searcy
 
Trustee
1.0
.................
0.0
X           0 0 0
(9) Corey E Thomas
 
Trustee
1.0
.................
0.0
X           0 0 0
(10) David W Patterson
 
Trustee
1.0
.................
0.0
X           0 0 0
(11) George Huber
 
Trustee
1.0
.................
0.0
X           0 0 0
(12) Greg S Allen
 
Trustee
1.0
.................
0.0
X           0 0 0
(13) Ike Lawrence Epstein
 
Trustee
1.0
.................
0.0
X           0 0 0
(14) Jay C Hoag
 
Trustee
1.0
.................
0.0
X           0 0 0
(15) Jeffrey J Rothschild
 
Vice-Chairman
1.0
.................
0.0
X           0 0 0
(16) Jennifer Frist
 
Trustee
1.0
.................
0.0
X           0 0 0
(17) John R Ingram
 
Trustee
1.0
.................
0.0
X           0 0 0
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Jon Winkelried
 
Trustee
1.0
.......................0.0
X           0 0 0
(19) Justin Ishbia
 
Trustee
1.0
.......................0.0
X           0 0 0
(20) Kathleen E Justice-Moore
 
Trustee
1.0
.......................0.0
X           0 0 0
(21) Kenya Wright
 
Trustee
1.0
.......................0.0
X           0 0 0
(22) Kito K Huggins
 
Trustee
1.0
.......................0.0
X           0 0 0
(23) Lee Bass
 
Trustee
1.0
.......................0.0
X           0 0 0
(24) Makeba Boatwright
 
Trustee
1.0
.......................0.0
X           0 0 0
(25) Mark P Mays
 
Trustee
1.0
.......................0.0
X           0 0 0
(26) Mark Wilf
 
Trustee
1.0
.......................0.0
X           0 0 0
(27) Nora W Tyson
 
Vice-Chariman
1.0
.......................0.0
X           0 0 0
(28) Robert C Schiff Jr
 
Trustee
1.0
.......................0.0
X           0 0 0
(29) Robert Levy
 
Trustee
1.0
.......................0.0
X           0 0 0
(30) Sean Connolly
 
Trustee
1.0
.......................0.0
X           0 0 0
(31) Shirley M Collado
 
Trustee
1.0
.......................0.0
X           0 0 0
(32) Steven H Madden Sr
 
Trustee
1.0
.......................0.0
X           0 0 0
(33) Suzanne Perot McGee
 
Trustee
1.0
.......................0.0
X           0 0 0
(34) Timothy L Warnock
 
Trustee
0.1
.......................0.0
X           0 0 0
(35) W Douglas Parker
 
Trustee
1.0
.......................0.0
X           0 0 0
(36) Anders W Hall
 
See Schedule O
50.0
.......................4.4
    X       4,755,711 0 1,595,008
(37) Andre L Churchwell
 
See Schedule O
50.0
.......................0.0
    X       780,564 0 24,827
(38) Brett C Sweet
 
See Schedule O
50.0
.......................7.0
    X       1,527,001 0 359,956
(39) C Cybele Raver
 
See Schedule O
50.0
.......................0.0
    X       956,107 0 34,534
(40) Candice S Lee
 
See Schedule O
50.0
.......................0.2
    X       891,559 0 68,608
(41) Eric C Kopstain
 
See Schedule O
50.0
.......................2.0
    X       676,869 0 102,677
(42) John M Lutz
 
See Schedule O
50.0
.......................0.0
    X       1,126,815 0 105,982
(43) Nathan Green
 
See Schedule O
50.0
.......................0.0
    X       440,541 0 55,540
(44) Ruby Shellaway
 
See Schedule O
50.0
.......................5.3
    X       752,535 0 53,256
(45) Steve Ertel
 
See Schedule O
50.0
.......................0.1
    X       458,020 0 89,351
(46) John Geer
 
See Schedule O
50.0
.......................0.0
      X     711,303 0 110,494
(47) Lawrence J Marnett
 
See Schedule O
50.0
.......................0.0
      X     728,224 0 37,550
(48) Clark Lea
 
See Schedule O
50.0
.......................0.0
        X   3,144,922 0 44,822
(49) Derek Mason
 
See Schedule O
50.0
.......................0.0
        X   2,166,660 0 0
(50) Jerry Stackhouse
 
See Schedule O
50.0
.......................0.0
        X   3,771,194 0 279,397
(51) Nicholas S Zeppos
 
See Schedule O
50.0
.......................0.0
        X   2,280,172 0 29,492
(52) Timothy C Corbin
 
See Schedule O
50.0
.......................0.0
        X   1,636,224 0 305,941
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 28,891,210 0 3,721,567
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 MediumBullet1,643
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
Layton Construction Company LLC

9090 South Sandy Pkwy
Sandy,UT84070
Construction Services 67,874,895
Vanderbilt University Medical Center

1161 21st Ave S
D-3300 MCN
Nashville,TN372325445
Affiliation Services 49,179,252
Barton Malow Builders

26500 American Drive
Southfield,MI480342252
Construction Services 32,698,986
Skanska USA Building Inc

5000 Meridian Blvd
Suite 100
Franklin,TN37067
Construction Services 13,838,256
2U Inc

7900 Harkins Rd
Lanham,MD20706
Online Education Services 11,854,795
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet326
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 102,338
d Related organizations1d  
e Government grants (contributions)1e 216,583,247
f All other contributions, gifts, grants, and similar amounts not included above1f 200,712,155
g Noncash contributions included in lines 1a - 1f:$ 1g 26,624,480
h Total. Add lines 1a-1f.......MediumBullet 417,397,740
 Program Service RevenueAmt Business Code
2a Tuition and Fees 611310 717,460,371 717,460,371    
b Affilliated Entity Rev 611310 326,639,587 326,639,587    
c Room, Board & Auxiliary 611310 182,343,477 182,097,308 246,169  
d Research & Other Contr 611310 87,325,008 87,325,008    
e Other Auxiliary 611310 7,477,206 7,366,478 110,728  
f All other program service revenue. 16,199,179 16,199,179 0 0
g Total. Add lines 2a–2f .....MediumBullet 1,337,444,828
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 168,033,936   66,763,536 101,270,400
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 82,132,845   3 82,132,842
(ii) Personal (i) Real
6a Gross rents 2,350 9,904,472 6a
b Less: rental expenses 1,591 4,407,742 6b
c Rental income or (loss) 759 5,496,730 6c
d Net rental income or (loss).......MediumBullet 5,497,489   759 5,496,730
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   5,931,957,258 7a
b Less: cost or other basis and sales expenses   5,694,533,497 7b
c Gain or (loss) 0 237,423,761 7c
d Net gain or (loss).........MediumBullet 237,423,761   12,170,952 225,252,809
8a Gross income from fundraising events (not including $ 102,338of contributions reported on line 1c). See Part IV, line 18 ....
8a 71,609
b Less: direct expenses ... 8b 86,262
c Net income or (loss) from fundraising events..MediumBullet -14,653   -14,653
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Other Revenue 721110 18,489,002 381,353 18,107,649  
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 18,489,002
12 Total revenue. See instructions.....MediumBullet 2,266,404,948 1,337,469,284 97,399,796 414,138,128
Form 990 (2021)
Form 990 (2021)
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 .... 61,031,922 61,031,922
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 405,165,573 405,165,573
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 1,644,267 1,644,267
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 20,720,720 3,574,195 13,598,380 3,548,145
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 101,249 101,249    
7 Other salaries and wages........ 665,213,031 582,055,805 67,066,656 16,090,570
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 33,333,197 29,166,267 3,360,647 806,283
9 Other employee benefits ....... 72,090,269 55,757,558 13,032,869 3,299,842
10 Payroll taxes ........... 41,290,157 36,128,540 4,162,866 998,751
11 Fees for services (non-employees):        
a Management ...... 2,348,833 212,901 2,135,932  
b Legal ......... 10,798,457   10,793,157 5,300
c Accounting ........... 992,350   992,350  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 97,606 97,606
f Investment management fees ...... 59,213,645   59,213,645  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 116,751,353 88,379,096 23,415,209 4,957,048
12 Advertising and promotion .... 7,150,957 5,567,209 837,668 746,080
13 Office expenses ....... 95,622,292 81,480,461 11,106,662 3,035,169
14 Information technology ...... 29,455,657 25,277,334 3,481,867 696,456
15 Royalties .. 60,998,953 60,998,953    
16 Occupancy ........... 116,395,170 93,149,185 20,777,282 2,468,703
17 Travel ............ 34,631,012 31,601,015 1,830,964 1,199,033
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 5,434,008 4,965,565 424,894 43,549
20 Interest ........... 20,550,018 17,825,220 2,724,798  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 100,998,135 82,160,761 16,807,315 2,030,059
23 Insurance ... 13,015,513 7,800,655 5,214,286 572
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- program 9,852,899 9,852,899    
b Other- library 17,415,629 17,415,629    
c Other- Subscriptions 1,784,892 1,184,015 536,189 64,688
d
e All other expenses 21,850,390 7,928,957 11,747,453 2,173,980
25 Total functional expenses. Add lines 1 through 24e 2,025,948,154 1,710,425,231 273,261,089 42,261,834
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 (2021)
Form 990 (2021)
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 ........ 102,989,529 1 122,529,748
2 Savings and temporary cash investments ......... 1,073,362,225 2 808,359,308
3 Pledges and grants receivable, net ...... 142,785,838 3 213,326,793
4 Accounts receivable, net ............. 76,518,779 4 51,921,561
5 Loans and other receivables from 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 .......
495,931 5 483,559
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 ........... 904,407 7 1,315,611
8 Inventories for sale or use ............ 273,817 8 335,551
9 Prepaid expenses and deferred charges ...... 14,299,044 9 13,717,580
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,186,952,557
b Less: accumulated depreciation 10b 1,389,418,790 1,616,540,131 10c 1,797,533,767
11 Investments—publicly traded securities . 4,964,936,648 11 4,880,564,014
12 Investments—other securities. See Part IV, line 11 ..... 5,463,678,430 12 5,193,051,568
13 Investments—program-related. See Part IV, line 11 .. 17,578,281 13 17,179,713
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 57,414,450 15 49,192,589
16 Total assets. Add lines 1 through 15 (must equal line 33)... 13,531,777,510 16 13,149,511,362
Liabilities 17 Accounts payable and accrued expenses ..... 289,979,198 17 282,242,924
18 Grants payable ...   18  
19 Deferred revenue ......... 1,887,200,104 19 1,840,731,085
20 Tax-exempt bond liabilities .........   20 25,000,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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 .. 668,792,354 23 635,534,137
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 727,314,896 25 676,896,388
26 Total liabilities. Add lines 17 through 25.. 3,573,286,552 26 3,460,404,534
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 .......... 5,611,957,096 27 5,455,561,991
28 Net assets with donor restrictions ........... 4,346,533,862 28 4,233,544,837
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 ........... 9,958,490,958 32 9,689,106,828
33 Total liabilities and net assets/fund balances ........ 13,531,777,510 33 13,149,511,362
Form 990 (2021)
Form 990 (2021)
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
2,266,404,948
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,025,948,154
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
240,456,794
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
9,958,490,958
5
Net unrealized gains (losses) on investments ...............
5
-503,474,368
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
-6,366,556
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
9,689,106,828
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 on
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 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2022
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 360,736,447 294,665,646 306,947,408 325,430,127 417,397,740 1,705,177,368
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 3 360,736,447 294,665,646 306,947,408 325,430,127 417,397,740 1,705,177,368
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) .. 0
6 Public support. Subtract line 5 from line 4. 1,705,177,368
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 360,736,447 294,665,646 306,947,408 325,430,127 417,397,740 1,705,177,368
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 76,947,114 55,143,251 218,193,851 325,827,290 193,309,305 869,420,811
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 86,147 64,889 0 73,203 71,609 295,848
11 Total support. Add lines 7 through 10 2,574,894,027
12
12
6,085,371,409
13
First 5 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
66.22 %
15
15
68.79 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on 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 on 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) 2022

Schedule A (Form 990) 2022
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Schedule A (Form 990) 2022
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 0.015 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 0.035 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) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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, Part II, Line 10 Other Income DESCRIPTION - GROSS FUNDRAISING REVENUE AND MISC. OPERATING INCOME, COLUMN A - 86147.0, COLUMN B - 64889.0, COLUMN C - 0.0, COLUMN D - 73203.0, COLUMN E - 71609.0, COLUMN F - 295848.0;
Schedule A (Form 990) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule B
(Form 990)
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
2022
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
Vanderbilt University
 
Employer identification number
62-0476822
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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
Vanderbilt University
 
Employer identification number

62-0476822
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
Vanderbilt University
 
Employer identification number

62-0476822
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) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE C
(Form 990)

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
2021
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
Vanderbilt University
 
Employer identification number

62-0476822
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. 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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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) ...................... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 484,541 0
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 484,541 0
d Other exempt purpose expenditures ............................................................................... 1,932,862,193 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 1,933,346,734 0
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000 0
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000 0
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 592,748 489,320 560,756 484,541 2,127,365
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures 0 0 0 0 0
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
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? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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
2021
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" 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 $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under 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) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
Education
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" 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  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" 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 .... 10,206,067,253 10,928,512,328 6,917,370,798 6,270,876,230 4,608,461,291
b Contributions ... 91,636,549 122,443,535 423,800,008 978,780,332 1,549,707,251
c Net investment earnings, gains, and losses -197,457,616 -470,441,456 3,934,880,718 -21,305,654 394,155,692
d Grants or scholarships ... 137,615,126 127,116,659 117,488,246 119,632,223 118,763,645
e Other expenditures for facilities
and programs ...
278,434,968 247,330,495 230,050,950 191,347,887 162,684,359
f Administrative expenses ....     0 0 0
g End of year balance ...... 9,684,196,092 10,206,067,253 10,928,512,328 6,917,370,798 6,270,876,230
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet59.54 %
b
Permanent endowment SchDMd Bullet16.67 %
c
Term endowment SchDMd Bullet23.79 %
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 .....   257,981,275 257,981,275
b Buildings ....   2,240,212,298 1,086,317,776 1,153,894,522
c Leasehold improvements   14,444,589 9,722,653 4,721,936
d Equipment ....   390,625,306 276,820,604 113,804,702
e Other .....   283,689,089 16,557,757 267,131,332
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,797,533,767
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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
4,525,997,143 F

(B) Interests in trusts held by others
30,071,624 F

(C) Other Investments & Securities
626,539,188 F

(D) Minority Interest
10,443,613 F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 5,193,051,568
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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  
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 676,896,388
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) 2021

Schedule D (Form 990) 2021
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part III, Line 1a Collections of art - financial statement footnote Purchases for the fine art and library collections are not included in the amounts above as Vanderbilt expenses such items at the time of purchase. As of June 30, 2023, the estimated replacement cost, including processing costs to properly identify, catalog, and shelve materials, for library collections totaled $472.7 million and for fine art collections totaled $49 million. Any proceeds from deaccessioned collection items are used for the direct care of existing collections. Direct care is an investment that enhances the life, usefulness, or quality of the collection.
Schedule D, Part III, Line 4 Collections of art - description of collections Vanderbilt maintains various collections of art, historical treasures and other similar assets in departments across the University. Such collections include, but are not limited to, historical drawings; historical scientific instruments; historical furniture; paintings; photography; book collections; and other similar items and artifacts. All such collections further Vanderbilt's exempt purpose by providing historical materials for students and researchers, and by providing cultural, historical and educational opportunities to Vanderbilt students and the community at large through exhibits, displays, and loan or exchange programs.
Schedule D, Part V, Line 4 Intended uses of endowment funds Vanderbilt's endowment funds, as related to Part V, are intended to be used for scholarships, fellowships, endowed academic chair support, and capital and operational support.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Vanderbilt is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code ("the Code"), and generally is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Vanderbilt is, however, subject to federal and state income tax on unrelated business income, and provision for such taxes is included in the accompanying consolidated financial statements. Vanderbilt regularly evaluates its tax position and does not believe it has any material uncertain tax positions that require disclosure or adjustment to the consolidated financial statements. The Tax Cuts and Jobs Act ("TCJA") impacts Vanderbilt in several ways, including imposing excise taxes on certain excess compensation and net investment income, and establishing rules for calculating unrelated business taxable income. Vanderbilt has reflected the tax assets, liabilities, and payables in the consolidated financial statements based on reasonable estimates.
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE E(Form 990)

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 2022Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or 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
 
No
 
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, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2022)
Schedule E (Form 990) (2022)
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 RACIALLY NONDISCRIMINATORY POLICY Vanderbilt meets the criteria established by Section 4.0 of IRS Revenue Procedure 75-50. Vanderbilt draws a substantial percentage of its students from around the nation and the world, enrolling students of racial minority groups in meaningful numbers, and follows a racially nondiscriminatory policy as to students. Vanderbilt satisfies the publicity requirement by including a statement of the University's racially nondiscriminatory policy as to students in all its brochures and catalogs dealing with student admissions, programs, and scholarships. Vanderbilt also meets the criteria established by Section 3 of IRS Revenue Procedures 2019-22 includes a reference to its racially nondiscriminatory policy on its website and in other written advertising that the University uses as a means of informing prospective students of its programs. Vanderbilt's racially nondiscriminatory policy is as follows: In compliance with federal law, including the provisions of Title VII of the Civil Rights Act of 1964, Title IX of the Education Amendment of 1972, Sections 503 and 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act (ADA) of 1990, the ADA Amendments Act of 2008, Executive Order 11246, the Vietnam Era Veterans Readjustment Assistant Act of 1974 as amended by the Jobs for Veterans Act, and the Uniformed Services Employment and Reemployment Rights Act, as amended, and the Genetic Information Nondiscrimination Act of 2008 , Vanderbilt University does not discriminate against individuals on the basis of their race, sex, sexual orientation , gender identity , religion, color, national or ethnic origin, age, disability, military service, or genetic information in its administration of educational policies, programs, or activities; admissions policies; scholarship and loan programs; athletic or other University-administered programs; or employment. In addition, the University does not discriminate against individuals on the basis of their gender expression consistent with the University's nondiscrimination policy.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT VANDERBILT PARTICIPATES IN THE FOLLOWING PROGRAMS: FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (FSEOG), FEDERAL DIRECT STAFFORD SUBSIDIZED/UNSUBSIDIZED LOANS, FEDERAL DIRECT GRADUATE PLUS LOANS, FEDERAL DIRECT PARENT LOAN FOR UNDERGRADUATE STUDENTS (PLUS LOANS), FEDERAL NURSING LOAN, FEDERAL WORK STUDY PROGRAM, TENNESSEE STUDENT ASSISTANCE AWARDS, AND THE TENNESSEE EDUCATION LOTTERY SCHOLARSHIP PROGRAM. VANDERBILT ALSO RECEIVES VARIOUS FEDERAL AND STATE GRANTS AND CONTRACTS FOR ACADEMIC AND SCIENTIFIC RESEARCH.
Schedule E (Form 990) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" 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 0 2 Grantmaking   132,417
East Asia and the Pacific 0 6 Grantmaking   339,499
Europe (Including Iceland and Greenland) 0 6 Grantmaking   511,750
North America (Canada & Mexico only) 0 4 Grantmaking   358,697
Sub-Saharan Africa 0 2 Grantmaking   85,222
East Asia and the Pacific 0 13 Fundraising   79,510
Europe (Including Iceland and Greenland) 0 42 Fundraising   169,298
North America (Canada & Mexico only) 0 19 Fundraising   68,416
East Asia and the Pacific 0 191 Program Services Educational Programs, Research, Conferences, Travel 818,096
Europe (Including Iceland and Greenland) 0 826 Program Services Educational Programs, Research, Conferences, Travel 3,718,502
Middle East and North Africa 0 70 Program Services Educational Programs, Research, Conferences, Travel 491,627
North America (Canada & Mexico only) 0 346 Program Services Educational Programs, Research, Conferences, Travel 801,439
Russia and Neighboring States 0 3 Program Services Educational Programs, Research, Conferences, Travel 2,285
South America 0 83 Program Services Educational Programs, Research, Conferences, Travel 440,282
South Asia 0 19 Program Services Educational Programs, Research, Conferences, Travel 58,257
South America 0 3 Grantmaking   182,393
Central America and the Caribbean 0 17 Fundraising   29,769
Central America and the Caribbean 0 88 Program Services Educational Programs, Research, Conferences, Travel 399,130
Central America and the Caribbean 0 0 Investments   941,297,079
Sub-Saharan Africa 0 0 Investments   131,984,194
Europe (Including Iceland and Greenland) 0 4 Investments   77,785,688
North America (Canada & Mexico only) 0 0 Investments   3,091,768
South America 0 9 Fundraising   34,980
Sub-Saharan Africa 0 60 Program Services Educational Programs, Research, Conferences, Travel 367,948
Middle East and North Africa 0 2 Grantmaking   34,289
Middle East and North Africa 0 6 Fundraising   19,415
Sub-Saharan Africa 0 1 Fundraising   4,025
Antarctica 0 1 Program Services Educational Programs, Research, Conferences, Travel 618
Middle East and North Africa 0 0 Investments   41,369,585
East Asia and the Pacific 0 2 Investments   1,039,144
3a Sub-total .... 0 1,635 8,257,690
b Total from continuation sheets to Part I ... 0 190 1,197,457,632
c Totals (add lines 3a and 3b) 0 1,825 1,205,715,322
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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 116,277 Check   NOT APPLICABLE NOT APPLICABLE
South America RESEARCH 39,864 CHECK   NOT APPLICABLE NOT APPLICABLE
East Asia and the Pacific RESEARCH 33,756 CHECK   NOT APPLICABLE NOT APPLICABLE
North America (Canada & Mexico only) RESEARCH 37,602 CHECK   NOT APPLICABLE NOT APPLICABLE
South America RESEARCH 101,553 CHECK   NOT APPLICABLE NOT APPLICABLE
East Asia and the Pacific RESEARCH 77,738 CHECK   NOT APPLICABLE NOT APPLICABLE
Sub-Saharan Africa RESEARCH 65,223 CHECK   NOT APPLICABLE NOT APPLICABLE
Europe (Including Iceland and Greenland) RESEARCH 26,839 CHECK   NOT APPLICABLE NOT APPLICABLE
Europe (Including Iceland and Greenland) RESEARCH 21,780 CHECK   NOT APPLICABLE NOT APPLICABLE
Europe (Including Iceland and Greenland) RESEARCH 15,459 CHECK   NOT APPLICABLE NOT APPLICABLE
North America (Canada & Mexico only) RESEARCH 207,002 CHECK   NOT APPLICABLE NOT APPLICABLE
North America (Canada & Mexico only) RESEARCH 33,573 CHECK   NOT APPLICABLE NOT APPLICABLE
Europe (Including Iceland and Greenland) RESEARCH 76,834 CHECK   NOT APPLICABLE NOT APPLICABLE
East Asia and the Pacific RESEARCH 28,675 CHECK   NOT APPLICABLE NOT APPLICABLE
East Asia and the Pacific RESEARCH 111,500 CHECK   NOT APPLICABLE NOT APPLICABLE
East Asia and the Pacific RESEARCH 42,013 CHECK   NOT APPLICABLE NOT APPLICABLE
Europe (Including Iceland and Greenland) Research 38,284 Check   Not Applicable Not Applicable
South America RESEARCH 40,975 ELECTRONIC   NOT APPLICABLE NOT APPLICABLE
Europe (Including Iceland and Greenland) RESEARCH 332,554 CHECK   NOT APPLICABLE NOT APPLICABLE
Sub-Saharan Africa RESEARCH 20,000 WIRE   NOT APPLICABLE NOT APPLICABLE
Middle East and North Africa RESEARCH 27,789 CHECK   NOT APPLICABLE NOT APPLICABLE
East Asia and the Pacific RESEARCH 45,817 WIRE   NOT APPLICABLE NOT APPLICABLE
Central America and the Caribbean RESEARCH 16,140 WIRE   NOT APPLICABLE NOT APPLICABLE
North America (Canada & Mexico only) RESEARCH 80,520 WIRE   NOT APPLICABLE NOT APPLICABLE
Middle East and North Africa Research 6,500 Other      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
20
3 Enter total number of other organizations or entities .......................MediumBullet
5
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 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)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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) 2022
Schedule F (Form 990) 2022
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 2 Procedures for monitoring use of grant funds Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations and terms and conditions of awards and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: https://finance.vanderbilt.edu/procedures-forms/Subrecipient_Monitoring_Guidelines.pdf
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements ANTARCTICA-Accrual; CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual,; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SUB-SAHARAN AFRICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



SCHEDULE G (Form 990)
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
2022
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Fundraising Activities.Complete if the organization answered "Yes" 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
 
Grenzebah Glier and Associates
2100 S Michigan Avenue Suite 2100
 
Chicago, IL60604
Consulting   No   34,987 -34,987
 
Pentera LLC
8650 Commerce Place Building A Suit
e G
Indianapolis, IN46268
Consulting   No   53,494 -53,494
 
Marketing Communication Resource Inc
4800 E 345th St
 
Willoughby, OH44094
Consulting   No   9,125 -9,125
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 0 97,606 -97,606
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.
TN
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
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

Baseball Banquent
(event type)
(b) Event #2

Vandy Golf Day
(event type)
(c) Other events

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

1

Gross receipts . . . . .

26,197

147,750

 

173,947

2

Less: Contributions . . . .

0

102,338

 

102,338
3 Gross income (line 1 minus
line 2) . . . . . .

26,197

45,412

0

71,609



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0   0
5 Noncash prizes . . . . 0 820   820
6 Rent/facility costs . . . . 0 0   0
7 Food and beverages . . . 31,344 0   31,344
8 Entertainment . . . . 12,550 39,097   51,647
9 Other direct expenses . . . 2,451 0   2,451
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 86,262
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -14,653
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 . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

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

 

8

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

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
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
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2b(v) Payment of Fees or Payment of Expenses The total amount paid to Pentera LLC for Fiscal Year 2023 was $53,493.68 which includes professional fundraising fees of $44,250 and fundraising expenses of $9,243.68. The contract between Vanderbilt University and Pentera LLC calls for the reimbursement of fundraising expenses incurred by Pentera LLC, such as printing, postage, and advertising and promotional expenses, which are invoiced separately from professional service fees.
Schedule G (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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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
2022
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number
62-0476822
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" 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) AANP
5901 Vega Ave
Ste 200
Austin,TX78735
22-2547543 501(c)(6) 7,000 0 N/A N/A Contribution
(2) Abt Associates Inc
PO Box 84-5586
Boston,MA02108
04-2347643 N/A 97,948 0 N/A N/A Research
(3) Alphacore Inc
304 S Rockford Dr
Tempe,AZ85281
46-0900048 N/A 347,916 0 N/A N/A Research
(4) American Academy of Nursing
1000 Vermont Ave NW
Washington,DC200054903
52-2213870 501(c)(3) 10,000 0 N/A N/A Contribution
(5) American Association for the Advancement of Science Inc
1200 New York Avenue NW
Washington,DC20005
53-0196568 501(c)(3) 7,500 0 N/A N/A Contribution
(6) American Council on Education (ACE)
One Dupont Circle NW
Washington,DC20036
53-0196573 501(c)(3) 11,692 0 N/A N/A Contribution
(7) American Educational Research Association
1430 K Street North West
Washington,DC20005
23-7003537 501(c)(3) 60,000 0 N/A N/A Contribution
(8) Arizona State University
1100 S McAllister Avenue
Tempe,AZ85281
86-0196696 GOVT 43,705 0 N/A N/A Research
(9) Association of American Universities (AAU)
1200 New York Ave
NW
Washington,DC20005
52-1947112 501(c)(3) 173,500 0 N/A N/A Contribution
(10) Augusta University Research Institute Inc
1120 15th St
Augusta,GA30912
58-1418202 501(c)(3) 423,000 0 N/A N/A Research
(11) Austin Peay State University
601 College St
Clarksville,TN37044
62-0961836 501(c)(3) 11,437 0 N/A N/A Research
(12) Backfield in Motion
920 Woodland Street
Nashville,TN37206
62-1826603 501(c)(3) 17,000 0 N/A N/A Contribution
(13) Bill Lee Inaugural Inc
4515 Harding Pike
Nashville,TN37206
83-2544278 GOVT 7,500 0 N/A N/A Contribution
(14) Biomedical Engineering Society
8201 Corporate Drive
Landover,MD20785
36-6212451 501(c)(3) 10,000 0 N/A N/A Contribution
(15) Boston College
140 Commonwealth Avenue
Chestnut Hill,MA02467
04-2103545 501(c)(3) 19,937 0 N/A N/A Research
(16) Carnegie Mellon University
500 Forbes Ave
Pittsburgh,PA15213
25-0969449 501(c)(3) 347,093 0 N/A N/A Research
(17) Case Western Reserve University
10900 Euclid Ave
Cleveland,OH44106
34-1018992 501(c)(3) 18,183 0 N/A N/A Research
(18) Centennial Park Conservancy
PO Box 196340
Nashville,TN37219
58-1609026 501(c)(3) 260,000 0 N/A N/A Contribution
(19) Center for Nonprofit Management
1610 54th Ave N
Nashville,TN37209
58-2000064 501(c)(3) 36,000 0 N/A N/A Contribution
(20) Chatterbird
1409 Winthorne Drive
Nashville,TN37217
47-4590416 501(c)(3) 10,000 0 N/A N/A Contribution
(21) Chi Boule Foundation
PO Box 1546
Nashville,TN37116
85-1360222 501(c)(3) 10,000 0 N/A N/A Contribution
(22) Children's Hospital of Philadelphia
34th St and Civic Center Blvd
Lockbox 1457
Philadelphia,PA19104
23-1352166 501(c)(3) 26,544 0 N/A N/A Research
(23) Christian Brothers University
Christian Brothers University
Memphis,TN38104
62-0476666 501(c)(3) 24,460 0 N/A N/A Training
(24) Columbia University
1130 Amsterdam Ave
New York,NY10027
13-5598093 501(c)(3) 29,345 0 N/A N/A Research
(25) Compass Evaluation and Research Inc
5720 Fayetteville Rd
Durham,NC27713
27-0845506 N/A 56,204 0 N/A N/A Research
(26) Conexion Americas
2195 Nolensville Pike
Nashville,TN37211
62-1715618 501(c)(3) 5,500 0 N/A N/A Contribution
(27) Cornell University
Attn Judy Byers
Ithaca,NY14853
15-0532082 501(c)(3) 137,723 0 N/A N/A Research
(28) Council on Competitiveness
900 17th Street
NW
Washington,DC20006
52-1872849 501(c)(3) 17,500 0 N/A N/A Contribution
(29) Covenant SchoolThe Community Foundation of Middle Tennessee
3833 Cleghorn Avenue
Nashville,TN37215
62-1471789 501(c)(3) 8,145 0 N/A N/A Contribution
(30) Creative Girls Rock
PO Box 330812
Nashville,TN37203
84-2460498 501(c)(3) 7,500 0 N/A N/A Contribution
(31) Cumberland Center Inc
1900 Belmont Blvd
Nashville,TN37212
20-8691236 501(c)(3) 10,000 0 N/A N/A Contribution
(32) Cumberland Region Tomorrow
2817 West End Ave
PO Box 150902
Nashville,TN37203
62-1836825 501(c)(3) 10,000 0 N/A N/A Contribution
(33) Diagnostic Biochips Inc
802 Cromwell Park Drive
Glen Burnie,MD21061
46-1715655 N/A 94,265 0 N/A N/A Research
(34) Donald Danforth Plant Science Center
975 N Warson Rd
St Louis,MO63132
31-1584621 501(c)(3) 194,907 0 N/A N/A Research
(35) Duke University
Office of Research Support
Durham,NC27708
56-0532129 501(c)(3) 6,900 0 N/A N/A Research
(36) East Carolina University
1000 East 5th Street
Greenville,NC27858
56-6000403 N/A 5,998 0 N/A N/A Research
(37) East Tennessee State University
1276 Gilbreath Dr
Box 70565
Johnson City,TN37614
62-6021046 170(c)(1) 26,756 0 N/A N/A Training; Other Sponsored
(38) Embraced Wisdom Resource Group LLC
2906 S Sidney Ct
Denver,CO802316024
45-3487017 N/A 79,174 0 N/A N/A Research
(39) Emory University
1440 CLIFTON RD NE SUITE 108
Atlanta,GA30322
58-0566256 501(c)(3) 291,328 0 N/A N/A Research
(40) Fellavision LLC
217 Willow Street
Nashville,TN37210
46-4543535 N/A 10,000 0 N/A N/A Contribution
(41) Fisk University
Dean of Financial Aid
1000 17th Ave N
Nashville,TN37208
62-0202000 501(c)(3) 7,009 0 N/A N/A Research; Training; Instruction
(42) Florida State University
Sponsored Research Accounting Serv
Tallahassee,FL32306
59-1961248 GOVT 116,519 0 N/A N/A Research
(43) Friendship Educational Foundation
1351 Nicholson St NW
Washington,DC20011
46-4655147 501(c)(3) 25,000 0 N/A N/A Contribution
(44) Frist Art Museum
919 Broadway
Nashville,TN37203
62-1731492 501(c)(3) 6,000 0 N/A N/A Contribution
(45) General Electric Company
655 Melrose Ave
Nashville,TN37211
14-0689340 N/A 245,948 0 N/A N/A Research
(46) George Mason University
Cashiers Office
Fairfax,VA22030
54-0836354 501(c)(3) 191,697 0 N/A N/A Research
(47) Georgia Southern University Research and Service Foundation Inc
PO Box 8005
Statesboro,GA30460
58-2354256 501(c)(3) 7,886 0 N/A N/A Research
(48) Georgia State University Research Foundation Inc
PO Box 3999
Atlanta,GA30303
58-1845423 501(c)(3) 25,627 0 N/A N/A Research
(49) Georgia Tech Research Corporation
AMAC
Atlanta,GA30318
58-0603146 501(c)(3) 17,634 0 N/A N/A Research
(50) Greater Nashville Technology Council
500 Interstate Blvd S Suite 200
Nashville,TN37210
62-1794295 501(c)(6) 7,250 0 N/A N/A Contribution
(51) Greenways for Nashville Inc
Metro Board of Parks and Recreation
PO Box 196340
Nashville,TN37203
62-1570596 501(c)(3) 20,000 0 N/A N/A Contribution
(52) H Lee Moffitt Cancer Center and Research Institute
12902 Magnolia Drive
Tampa,FL33612
59-2451713 501(c)(3) 19,285 0 N/A N/A Research
(53) Hardeman County Community Health Center
629 Nuckolls Rd
Bolivar,TN38008
58-1995646 501(c)(3) 56,779 0 N/A N/A Training
(54) Harris County TX
8410 Lantern Point Dr
Houston,TX77054
76-0454514 N/A 217,065 0 N/A N/A Research
(55) Hillsboro West End Neighborhood Association
PO Box 120521
Nashville,TN37212
27-1451215 501(c)(3) 6,000 0 N/A N/A Contribution
(56) Hoop Bus Inc
705 5th Ave
Novato,CA90291
84-4283689 501(c)(3) 30,000 0 N/A N/A Contribution
(57) Humanities Tennessee
PO Box 60467
807 Main St
Nashville,TN37206
62-0933337 501(c)(3) 10,000 0 N/A N/A Contribution
(58) Indiana University
1024 East 3rd Street
Bloomington,IN47405
35-6001673 501(c)(3) 119,358 0 N/A N/A Research
(59) Innovations for Poverty Action A Nonprofit Corporation
655 15th Street NW
Washington,DC20005
06-1660068 501(c)(3) 185,996 0 N/A N/A Research
(60) Institute for Broadening Participation
PO Box 607
Damariscotta,ME04543
20-1891162 501(c)(3) 31,077 0 N/A N/A Research
(61) Johns Hopkins University
Office of the Controller
3910 Keswick Rd
Baltimore,MD21211
52-0595110 501(c)(3) 362,835 0 N/A N/A Research
(62) Just Us Oasis Center
1704 Charlotte Avenue
Nashville,TN37212
62-0968273 501(c)(3) 20,000 0 N/A N/A Contribution
(63) Leadership Nashville
PO Box 190498
Nashville,TN37201
62-0986090 501(c)(3) 21,100 0 N/A N/A Contribution
(64) Lipscomb University
Student Accounts
Nashville,TN37204
62-0485733 501(c)(3) 26,132 0 N/A N/A Training; Other Sponsored
(65) Loyola University Chicago
Sponsored Program Accounting
Chicago,IL60611
36-1408475 501(c)(3) 82,388 0 N/A N/A Research
(66) Massachusetts Institute of Technology
77 Massachusetts Avenue
Cambridge,MA02139
04-2103594 501(c)(3) 190,728 0 N/A N/A Research
(67) Matthew Walker Comprehensive Health Center Inc
1035 14th Ave N
Nashville,TN37208
62-1035426 501(c)(3) 123,424 0 N/A N/A Training & Contribution
(68) Meharry Medical College
1005 DB Todd Blvd
Nashville,TN37208
62-0488046 501(c)(3) 57,342 0 N/A N/A Contribution & Research
(69) Memorial Sloan - Kettering Cancer Center
633 Third Ave
New York,NY10017
13-1924236 501(c)(3) 80,742 0 N/A N/A Research
(70) Michigan State University
426 Auditorium Rd
East Lansing,MI48824
38-6005984 501(c)(3) 251,356 0 N/A N/A Training
(71) Middle Tennessee State University
WMOT-FM
Murfreesboro,TN37132
62-6005794 GOVT 61,005 0 N/A N/A Research; Training; Other Sponsored
(72) Millions of Conversations
818 18TH Avenue South
Nashville,TN37203
82-1314801 501(c)(3) 50,000 0 N/A N/A Research
(73) Music City Inc
500 11th Avenue North Ste 650
Nashville,TN37203
34-2064764 501(c)(3) 10,000 0 N/A N/A Contribution
(74) Nashville Adult Literacy Council
1704 Charlotte Avenue
Nashville,TN37203
58-1488230 501(c)(3) 15,000 0 N/A N/A Contribution
(75) Nashville Area Chamber of Commerce
500 11th Ave N
Nashville,TN37203
62-0304530 501(c)(6) 153,350 25,000 FMV Printing trade/services (such as printed, bound copies of annual reports) Contribution
(76) Nashville Ballet Inc
3630 Redmon Street
Nashville,TN37209
47-4340559 501(c)(3) 12,000 0 N/A N/A Contribution
(77) Nashville Childrens Theatre
25 Middleton St
Nashville,TN37210
62-0637709 501(c)(3) 6,000 0 N/A N/A Contribution
(78) Nashville Civic Design Center
138 Second Ave North
Nashville,TN37201
31-1743508 501(c)(3) 84,000 0 N/A N/A Contribution
(79) Nashville Downtown Partnership Inc
150 4th Avenue North
Nashville,TN37219
62-1774641 501(c)(6) 22,500 0 N/A N/A Contribution
(80) Nashville Opera Association Inc
3622 Redmon Street
Nashville,TN37209
62-1119830 501(c)(3) 30,000 0 N/A N/A Contribution
(81) Nashville Public Education Foundation
1207 18th Avenue South
Nashville,TN37212
48-1266314 501(c)(3) 19,000 0 N/A N/A Contribution
(82) Nashville Public Library Foundation
615 Church Street
Nashville,TN37219
62-1681766 501(c)(3) 38,100 0 N/A N/A Contribution
(83) National Academy of Sciences
2101 Constitution Ave NW
Washington,DC20418
53-0196932 501(c)(3) 25,000 0 N/A N/A Contribution
(84) National Association of Independent Colleges and Universities
555 Marriott Dr
Nashville,TN37214
62-1155139 501(c)(3) 18,250 0 N/A N/A Contribution
(85) Neuralynx Inc
105 Commercial Drive
Bozeman,MT59715
86-0914311 N/A 6,748 0 N/A N/A Research
(86) North Carolina State University
Office of Contracts and Grants
Raleigh,NC27695
56-6000756 GOVT 550,947 0 N/A N/A Research
(87) Northern California Institute for Research and Education
4150 Clement St
San Francisco,CA94121
94-3084159 501(c)(3) 123,608 0 N/A N/A Research
(88) Northwestern University
Accounting Services for Research
Evanston,IL60208
36-2167817 501(c)(3) 805,643 0 N/A N/A Research
(89) Ohio State Univ Research Foundation
Ohio State University
Columbus,OH43210
31-6401599 501(c)(3) 581,217 0 N/A N/A Research
(90) One Generation Away
320 Premier Ct S
Franklin,TN37067
46-2741214 501(c)(3) 5,500 0 N/A N/A Contribution
(91) Pellissippi State Community College
Accounts Receivable Clerk
Knoxville,TN37933
62-0938734 GOVT 10,000 0 N/A N/A Training
(92) Princeton University
Princeton University
701 Carnegie Center
Princeton,NJ08544
21-0634501 501(c)(3) 20,647 0 N/A N/A Research
(93) Regents of the University of California
Office of the Secretary and Chief o
1156 High St
Santa Cruz,CA95064
94-1539563 501(c)(3) 136,079 0 N/A N/A Research
(94) Regents University of California Los Angeles
University of California Los Angele
Los Angeles,CA90024
95-6006143 501(c)(3) 425,445 0 N/A N/A Research
(95) Rhodes College
2000 North Parkway
Memphis,TN38112
62-0476301 501(c)(3) 15,000 0 N/A N/A Research
(96) Rush University Medical Center
1700 W Van Buren St
Chicago,IL60612
36-2174823 501(c)(3) 134,931 0 N/A N/A Research
(97) Rutgers University
Rutgers The State University Of New
Piscataway,NJ08854
22-6001086 501(c)(3) 27,955 0 N/A N/A Research
(98) Rutherford County Primary Care
1453 Hope Way
Murfreesboro,TN37129
62-1482091 501(c)(3) 182,203 0 N/A N/A Research
(99) San Diego State University Foundation
2508 Historic Decatur Rd
San Diego,CA92106
95-2942582 501(c)(3) 10,103 0 N/A N/A Research
(100) Sickle Cell Foundation of Tennessee
680 Oakleaf Lane
Memphis,TN38117
26-3954703 501(c)(3) 10,000 0 N/A N/A Research
(101) Sigma Theta Tau International INRC 2023 Event
550 W North St
Indianapolis,IN46202
41-6022987 501(c)(3) 6,500 0 N/A N/A Contribution
(102) Southeastern Regional Education Service Center Inc
165 South River Road
Bedford,NH03110
02-0315121 501(c)(3) 190,435 0 N/A N/A Research
(103) Southwest Research Institute
6220 Culebra Rd
San Antonio,TX782385166
74-1070544 501(c)(3) 15,461 0 N/A N/A Research
(104) Stanford University
PO Box 20466
Stanford,CA94309
94-1156365 501(c)(3) 180,880 0 N/A N/A Contribution & Research
(105) State of Colorado - Colorado School of Mines
1500 Illinois St
Golden,CO80401
84-6000551 GOVT 21,596 0 N/A N/A Research
(106) TedX Nashville
612 Roanoke Pl
Franklin,TN37064
27-2013937 501(c)(3) 43,000 0 N/A N/A Contribution
(107) Tennessee Chamber of Commerce & Industry
414 Union St Ste 107
Nashville,TN37219
62-1236022 501(c)(6) 30,000 0 N/A N/A Contribution
(108) Tennessee College Access & Success Network (TCASN)
1704 Charlotte Avenue
Nashville,TN37203
45-4475679 501(c)(3) 10,000 0 N/A N/A Contribution
(109) Tennessee Disability Coalition
PO Box 90145
Nashville,TN37206
62-1447320 501(c)(3) 46,093 0 N/A N/A Contribution& Research
(110) Tennessee Independent Colleges and Universities Association
555 Marriott Dr
Nashville,TN37214
62-1155139 501(c)(3) 86,137 0 N/A N/A Contribution
(111) Tennessee Performing Arts Center
505 Deaderick St
Nashville,TN37243
58-1320590 501(c)(3) 35,000 0 N/A N/A Contribution
(112) Tennessee Pride Chamber
PO BOX 330971
Nashville,TN37210
30-0856323 501(c)(3) 10,000 0 N/A N/A Contribution
(113) Tennessee Sports Hall of Fame
501 Broadway
Nashville,TN37203
23-7036422 501(c)(3) 10,000 0 N/A N/A Contribution
(114) Tennessee State University
Director of Sponsored Research
Nashville,TN37209
62-0786119 501(c)(3) 8,439 0 N/A N/A Research; Training
(115) Tennessee Technological University
Box 5036
Cookeville,TN38505
62-0646806 501(c)(3) 16,256 0 N/A N/A Training
(116) Tennessee Technology Development Corporation dba LaunchTN
1321 6th Ave N
Nashville,TN37208
62-1765738 501(c)(3) 25,000 0 N/A N/A Contribution
(117) Tennessee Valley Corridor
PO Box 50361
Brentwood,TN37027
62-1779131 501(c)(6) 20,000 0 N/A N/A Contribution
(118) Tennessee Voices for Victims
270 Locustwood Drive
Nashville,TN37211
46-1356862 501(c)(3) 10,000 0 N/A N/A Contribution
(119) TennSMART Consortium Inc
1201 Oak Ridge Turnpike
Oak Ridge,TN37830
37-1870319 501(c)(6) 50,000 0 N/A N/A Contribution
(120) Texas A&M Engineering Experiment Station
400 Harvey Mitchell Pkwy South
College Station,TX77845
74-1974733 501(c)(3) 119,195 0 N/A N/A Research
(121) Texas Tech University
Office of Student Accounts
College Station,TX77843
75-6002622 GOVT 101,531 0 N/A N/A Research
(122) The Board of Trustees of the University of Alabama
500 University Blvd East
Tuscaloosa,AL35487
63-6001138 501(c)(3) 75,358 0 N/A N/A Other Sponsored
(123) The Board of Trustees of the University of Illinois
352 Henry Administration Building
MC-350
Urbana,IL61801
37-6000511 501(c)(3) 649,221 0 N/A N/A Research; Training
(124) The Equity Alliance
Po Box 331821
Nashville,TN37203
81-5394158 501(c)(3) 10,000 0 N/A N/A Contribution
(125) The Learning Agency
2307 S Rural Rd
Tempe,AZ85282
84-2365060 501(c)(3) 550,000 0 N/A N/A Research
(126) The National Museum Of African American Music
510 Broadway
Nashville,TN37203
62-1867910 501(c)(3) 150,000 0 N/A N/A Contribution
(127) The Ohio State University
Office of Sponsored Programs
Columbus,OH43210
31-6025986 501(c)(3) 147,623 0 N/A N/A Research
(128) The Pennsylvania State University
150 South College Street
Carlisle,PA17013
24-6000376 GOVT 42,535 0 N/A N/A Contribution & Research
(129) The Tomorrow Companies Inc
25 Dorchester Ave
Boston,MA02210
61-1778389 N/A 229,597 0 N/A N/A Research
(130) The Trustees of the University of Pennsylvania
Trustees
Philadelphia,PA19104
23-1352685 501(c)(3) 115,693 0 N/A N/A Research
(131) The University of Tennessee
The University of Tennessee
Knoxville,TN37996
62-6001636 GOVT 807,023 0 N/A N/A Research; Training; Other Sponsored
(132) Timothy Jon Fraser Consulting LLC
7520 Coddle Harbor Ln
Potomac,MD20854
88-3132734 N/A 68,923 0 N/A N/A Research
(133) Tougaloo College
500 West County Line Road
Tougaloo,MS39174
64-0303093 501(c)(3) 79,467 0 N/A N/A Research
(134) United Neighborhood Health Services Inc
2711 Foster Avenue
Nashville,TN37210
62-1032792 501(c)(3) 51,961 0 N/A N/A Research
(135) University Industry Demonstration Partnership
1705 Richland Street
Columbia,SC29201
47-2867445 501(c)(3) 10,000 0 N/A N/A Contribution
(136) University of Alabama at Birmingham
Student Accounting Services
Birmingham,AL35294
63-6005396 501(c)(3) 169,091 0 N/A N/A Other Sponsored
(137) University of Arkansas Fayetteville
University of Arkansas
Fayetteville,AR72701
71-6003252 GOVT 37,212 0 N/A N/A Research
(138) University of California Berkeley
Sponsored Projects Office
Berkeley,CA94704
94-6002123 501(c)(3) 297,331 0 N/A N/A Research
(139) University of California Davis
One Sheilds Ave
Davis,CA95616
94-6036494 501(c)(3) 387,460 0 N/A N/A Research
(140) University of California San Diego
Office of Contract Grant Admin
La Jolla,CA92093
95-6006144 501(c)(3) 249,253 0 N/A N/A Research
(141) University of California San Francisco
Office of Sponsored Research
San Francisco,CA94143
94-6036493 501(c)(3) 408,743 0 N/A N/A Research
(142) University of California Santa Cruz
1156 High Street
Santa Cruz,CA95064
94-1539563 501(c)(3) 85,728 0 N/A N/A Research
(143) University of Colorado
1800 Grant St
Denver,CO80203
84-6000555 501(c)(3) 99,382 0 N/A N/A Research
(144) University of Connecticut
438 Whitney Rd Extension Unit 1133
Storrs Mansfield,CT06269
06-0772160 GOVT 101,211 0 N/A N/A Research; Training
(145) University of Dayton
300 College Park
Dayton,OH45469
31-0536715 501(c)(3) 33,376 0 N/A N/A Research
(146) University of Delaware
220 Hullihen Hall
Newark,DE19716
51-6000297 501(c)(3) 25,393 0 N/A N/A Research
(147) University of Denver
Bursars Ofc Third Party Billing
Denver,CO80208
84-0404231 501(c)(3) 109,740 0 N/A N/A Research
(148) University of Georgia Research Foundation Inc
310 East Campus Road
Athens,GA30602
58-1353149 501(c)(3) 177,079 0 N/A N/A Research; Training
(149) University of Houston
College of Optometry
Houston,TX77204
74-6001399 501(c)(3) 5,365 0 N/A N/A Research
(150) University of Iowa
University of Iowa
Iowa City,IA52242
42-6004813 GOVT 8,810 0 N/A N/A Research
(151) University of Kansas Center for Research Inc
2385 Irving Hill Road
Lawrence,KS66045
48-0680117 501(c)(3) 72,596 0 N/A N/A Research
(152) University of Kentucky Research Foundation
109 Kinkead Hall
Lexington,KY40506
61-6033693 501(c)(3) 79,195 0 N/A N/A Research
(153) University of Maryland College Park
University of Maryland
College Park,MD20742
52-6002033 501(c)(3) 85,120 0 N/A N/A Research
(154) University of Memphis
Bursars Office
Memphis,TN38152
62-0648618 501(c)(3) 895,141 0 N/A N/A Research; Training
(155) University of Michigan
3003 S State Street
Ann Arbor,MI48109
38-6006309 501(c)(3) 161,078 0 N/A N/A Research; Other Sponsored
(156) University of Minnesota Regents
Regents of the Univ of Minnesota
Minneapolis,MN55455
41-6007513 501(c)(3) 346,958 0 N/A N/A Research; Training
(157) University of Missouri
Research Animal Diagnostic Lab
Columbia,MO65201
43-6003859 501(c)(3) 24,071 0 N/A N/A Research
(158) University of North Alabama
UNA Box 5001
Florence,AL35632
63-0814488 501(c)(3) 20,066 0 N/A N/A Research
(159) University of North Carolina at Greensboro
PO Box 26170
Greensboro,NC27402
56-6001468 501(c)(3) 208,751 0 N/A N/A Research
(160) University of North Texas Health Science Center
PO Box 99335
Fort Worth,TX76199
75-6064033 501(c)(3) 182,299 0 N/A N/A Research
(161) University of Oregon
1600 Millrace Drive Suite 207
Eugene,OR97403
46-4727800 GOVT 155,687 0 N/A N/A Research
(162) University of Pittsburgh
University of Pittsburgh Press
Pittsburgh,PA15213
25-0965591 501(c)(3) 697,263 0 N/A N/A Research
(163) University of South Florida
Attn Research Projects Receivables
Orlando,FL32886
59-3102112 GOVT 119,519 0 N/A N/A Research
(164) University of Southern California
3620 S Vermont Way
Los Angeles,CA90089
95-1642394 GOVT 52,895 0 N/A N/A Research
(165) University of Tennessee at Chattanooga
Office Of Grants And Research
Chattanooga,TN37403
62-6001636 GOVT 98,226 0 N/A N/A Research; Training; Other Sponsored
(166) University of Texas at Austin
2500 Speedway MBB1220E
Austin,TX78712
74-6000203 GOVT 779,216 0 N/A N/A Research; Training
(167) University of Utah
201 S Presidents Circle Room 411
Salt Lake City,UT84112
87-6000525 501(c)(3) 261,134 0 N/A N/A Research
(168) University of Washington
Grant Contract Accounting
Seattle,WA98105
91-6001537 GOVT 586,569 0 N/A N/A Research
(169) University of Wisconsin System
WI Center of Education Research
Madison,WI53706
39-1805963 GOVT 771,303 0 N/A N/A Research
(170) Vanderbilt University Medical Center
1160 21st Ave South
Nashville,TN37232
35-2528741 501(c)(3) 39,587,168 0 N/A N/A Research; Training; Other Sponsored; Instruction
(171) Virginia Polytechnic Institute & State University
800 Washington St SW
Blacksburg,VA24061
54-6001805 GOVT 33,524 0 N/A N/A Research
(172) Wake Forest University Health Sciences
MEDICAL CENTER BLVD
Winston Salem,NC27157
22-3849199 501(c)(3) 510,848 0 N/A N/A Research
(173) Washington State University
POST OFFICE BOX 641025
Pullman,WA99164
91-6001108 501(c)(3) 16,379 0 N/A N/A Research
(174) Washington University
School of Medicine
St Louis,MO63110
43-0653611 501(c)(3) 91,272 0 N/A N/A Research
(175) Williamson County Chamber of Commerce dba Williamson Inc
4031 Aspen Grove Drive
Franklin,TN37067
36-4720381 501(c)(6) 25,000 0 N/A N/A Contribution
(176) Yale University
47 College Street / Suite 203
New Haven,CT06520
06-0646973 501(c)(3) 28,697 0 N/A N/A Research
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
155
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
21
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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) Student Financial Assistance - Tuition, Room & Board and Student Hardship Fund 10823 405,165,073 0 N/A N/A
(2) COVID 19 Emergency Relief Fund (EFR) to Students 1 500 0 N/A N/A
(2)
(3)
(4)
(5)
(6)
(7)
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 Procedures for monitoring use of grant funds. Subrecipient Grants: Vanderbilt University maintains a formal policy defining its procedures for monitoring the use of sponsored funds by subrecipients located outside the United States who are performing a portion of a sponsored project externally awarded to Vanderbilt. The policy provides guidance to ensure that subrecipients conduct their portions of the sponsored projects in compliance with laws, regulations and terms and conditions of awards and subawards and that reimbursed costs incurred by subrecipients are allowed. The policy addresses the roles and responsibilities of the central offices and academic departments of the university and describes the monitoring procedures for each area. The full text of Vanderbilt's Subrecipient Monitoring Guidelines is available online at the following web address: https://finance.vanderbilt.edu/procedures-forms/Subrecipient_Monitoring_Guidelines.pdf Financial Aid: Assistance offered from institutional funds by Vanderbilt to our students is awarded on the basis of merit and/or financial need. Such assistance helps students and their families support the cost of attendance which includes tuition, mandatory fees, room & board, books, other course materials/supplies, and allowances for personal/miscellaneous and travel expenses. Merit-based awards are competitively awarded in recognition of academic achievement, leadership, and commitment to community service, contributions to society, and other forms of accomplishment. Need-based assistance is awarded on the basis of documented financial need, resulting from a need analysis evaluation accomplished in accordance with relevant and applicable federal, state, and/or institutional programs, policies, and eligibility requirements. The units responsible for administering student financial aid at Vanderbilt regularly initiate system-generated reviews, as well as other cross-checks on an ad hoc basis. Results from these reviews, along with recurring management reports, are regularly evaluated. Subsequently, follow-up corrective actions are taken when appropriate and potentially include award revisions or cancellations. These provisions are designed to help ensure that student assistance funds are awarded to eligible recipients, in accordance with applicable federal, state, institutional, and other program legislation, as well as relevant internal University policies and operational guidelines/criteria.
Schedule I (Form 990) 2022



Additional Data


Software ID: 22016089
Software Version: 2022v5.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" 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
2022
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed 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
 
No
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
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
1Daniel Diermeier
 
See Schedule O
(i)

(ii)
1,359,935
-------------
0
527,880
-------------
0
198,974
-------------
0
366,178
-------------
0
57,954
-------------
0
2,510,921
-------------
0
0
-------------
0
2Andre L Churchwell
 
See Schedule O
(i)

(ii)
778,392
-------------
0
0
-------------
0
2,172
-------------
0
15,067
-------------
0
9,760
-------------
0
805,391
-------------
0
0
-------------
0
3Steve Ertel
 
See Schedule O
(i)

(ii)
358,377
-------------
0
98,900
-------------
0
743
-------------
0
40,067
-------------
0
49,284
-------------
0
547,371
-------------
0
0
-------------
0
4Nathan Green
 
See Schedule O
(i)

(ii)
357,804
-------------
0
78,667
-------------
0
4,070
-------------
0
9,150
-------------
0
46,390
-------------
0
496,081
-------------
0
0
-------------
0
5Anders W Hall
 
See Schedule O
(i)

(ii)
1,043,352
-------------
0
3,659,938
-------------
0
52,421
-------------
0
1,561,873
-------------
0
33,135
-------------
0
6,350,719
-------------
0
894,083
-------------
0
6Eric C Kopstain
 
See Schedule O
(i)

(ii)
561,286
-------------
0
93,665
-------------
0
21,918
-------------
0
85,067
-------------
0
17,610
-------------
0
779,546
-------------
0
0
-------------
0
7Candice S Lee
 
See Schedule O
(i)

(ii)
771,615
-------------
0
112,500
-------------
0
7,444
-------------
0
48,400
-------------
0
20,208
-------------
0
960,167
-------------
0
0
-------------
0
8John M Lutz
 
See Schedule O
(i)

(ii)
889,074
-------------
0
214,985
-------------
0
22,756
-------------
0
85,067
-------------
0
20,915
-------------
0
1,232,797
-------------
0
0
-------------
0
9C Cybele Raver
 
See Schedule O
(i)

(ii)
713,564
-------------
0
217,500
-------------
0
25,043
-------------
0
15,067
-------------
0
19,467
-------------
0
990,641
-------------
0
108,750
-------------
0
10Ruby Shellaway
 
See Schedule O
(i)

(ii)
591,703
-------------
0
139,011
-------------
0
21,821
-------------
0
15,067
-------------
0
38,189
-------------
0
805,791
-------------
0
0
-------------
0
11Brett C Sweet
 
See Schedule O
(i)

(ii)
1,165,524
-------------
0
339,575
-------------
0
21,902
-------------
0
302,210
-------------
0
57,746
-------------
0
1,886,957
-------------
0
0
-------------
0
12John Geer
 
See Schedule O
(i)

(ii)
636,514
-------------
0
39,312
-------------
0
35,477
-------------
0
75,067
-------------
0
35,427
-------------
0
821,797
-------------
0
0
-------------
0
13Lawrence J Marnett
 
See Schedule O
(i)

(ii)
623,980
-------------
0
65,548
-------------
0
38,696
-------------
0
15,067
-------------
0
22,483
-------------
0
765,774
-------------
0
0
-------------
0
14Timothy C Corbin
 
See Schedule O
(i)

(ii)
1,508,014
-------------
0
116,750
-------------
0
11,460
-------------
0
285,917
-------------
0
20,024
-------------
0
1,942,165
-------------
0
0
-------------
0
15Clark Lea
 
See Schedule O
(i)

(ii)
2,984,792
-------------
0
139,000
-------------
0
21,130
-------------
0
15,067
-------------
0
29,755
-------------
0
3,189,744
-------------
0
0
-------------
0
16Derek Mason
 
See Schedule O
(i)

(ii)
0
-------------
0
0
-------------
0
2,166,660
-------------
0
0
-------------
0
0
-------------
0
2,166,660
-------------
0
0
-------------
0
17Jerry Stackhouse
 
See Schedule O
(i)

(ii)
3,408,949
-------------
0
340,082
-------------
0
22,163
-------------
0
277,567
-------------
0
1,830
-------------
0
4,050,591
-------------
0
0
-------------
0
18Nicholas S Zeppos
 
See Schedule O
(i)

(ii)
709,223
-------------
0
1,500
-------------
0
1,569,449
-------------
0
15,067
-------------
0
14,425
-------------
0
2,309,664
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 1a First-class or charter travel Vanderbilt excludes first-class and charter travel from taxable income when a documented business purpose is served. First-class or charter travel - Travelers should fly via commercial airline and work to obtain the lowest fare possible. Business class or first class seating may only be used if the traveler's Vice Chancellor provides approval in writing in advance. This approval is only provided for limited circumstances as provided in Vanderbilt's Travel and Business Expense Policy. In cases where it is not possible to fly commercial due to scheduling commitments, and the travel is of the highest importance, travelers may request that the Chancellor approve a charter flight. After weighing the benefits of the trip against the cost of the charter, the chancellor may approve a charter flight. The Board of Trust has approved first class and charter travel for the Chancellor when necessitated by his schedule. Per Vanderbilt's athletics travel policy, the Vice Chancellor for University Affairs and Athletics can approve non-student travel on team charter flights, when there are extra seats, without requiring reimbursement to the university since the charter fee is not determined by the number of actual passengers. 1 trustee, 2 officers, 4 highest compensated employees, and 1 key employee were provided first-class or charter travel that was not included in taxable compensation. 1 officer was provided first-class or charter travel that was included in taxable compensation.
Schedule J, Part I, Line 1a Travel for companions 2 highest compensated employees were provided companion travel that was not included in taxable compensation because a business purpose existed for the companions' travel. 1 officer was provided travel for their companion that was included in taxable compensation.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments 1 officer was provided tax indemnification and gross-up payments that was included in taxable compensation.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use 1 officer was provided a housing allowance that was included in taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control payment Certain Individuals Listed in Form 990, Schedule J, Part II received a severance payment in connection to their termination of status as an officer or employee. 2 payouts were made under a severance agreement: Derek Mason: $2,166,660 Nicholas Zeppos: $1,537,500
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Certain individuals listed in Form 990. Schedule J, Part II, participate in nonqualified deferred compensation plans. Amounts contributed to the plans include fixed %s of annual bonus payments, and fixed dollar amounts. Contributions to the plan vest when individuals complete their contract term or continue employment to a designated date. Current year accruals of compensation associated with these plans are included in the amounts reported for such individuals in Schedule J, Part II, Column (C). The payout of these amounts in future years will be included in the amounts reported in Schedule J, Part II, Column (B)(ii), and will also be reported in Schedule J, Part II, Column (F). Three payouts were made under these plans to participating individuals in calendar year 2022. Anders Hall: $1,405,063 C. Cybele Raver: $217,500 Jerry Stackhouse: $250,000
Schedule J, Part I, Line 7 Non-fixed payments Certain individuals listed in Schedule J, Part II received variable incentive compensation based on the achievement of pre-established goals, where judgement was determined either by the Board of Trust or the Chancellor. Incentive payments are shown in Schedule J, Part II, Column B(ii).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception Certain individuals are, from time to time, serving under the provisions of their initial contract to serve as officers of the university, which principally establishes their compensation, responsibilities and duties.
Schedule J, Part II, Column (B)(i) Base Compensation - Andre Churchwell Vanderbilt reimbursed VUMC $462,241 through an Employee Services Agreement for services provided to Vanderbilt by Andre Churchwell , a VUMC employee through June 30, 2022, who serves as Vanderbilt's Chief Diversity Officer and Vice Chancellor for Equity, Diversity and Inclusion. As of July 1, 2022, Andre Churchwell was a Vanderbilt employee and received compensation from Vanderbilt reportable on his calendar year 2022 Form W-2 issued by Vanderbilt.
Schedule J (Form 990) 2022

Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number
62-0476822
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A HEFB of Metro Nashville & Davidson Co TN
 
62-6139016 000000000 02-14-2023 25,000,000 SEE PART VI OF THIS SCHEDULE   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0      
2 Amount of bonds legally defeased .............. 0      
3 Total proceeds of issue .................. 25,173,138      
4 Gross proceeds in reserve funds ............. 0      
5 Capitalized interest from proceeds ............. 0      
6 Proceeds in refunding escrows ............... 0      
7 Issuance costs from proceeds ............... 146,064      
8 Credit enhancement from proceeds ............. 0      
9 Working capital expenditures from proceeds ............. 0      
10 Capital expenditures from proceeds ............. 25,026,968      
11 Other spent proceeds ............. 0      
12 Other unspent proceeds ............. 106      
13 Year of substantial completion .............
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 2020, a current refunding issue)? ........
  X            
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X            
16 Has the final allocation of proceeds been made? ..........   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................                
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
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            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   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            
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 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %      
6 Total of lines 4 and 5 ............. 0 %      
7 Does the bond issue meet the private security or payment test? ...   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            
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? .............                
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              
Part
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            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? ....... X              
b Exception to rebate? ........                
c No rebate due? .........                
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X              
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part
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              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (a) Row A - Full Issuer Name THE HEALTH AND EDUCATIONAL FACILITIES BOARD OF THE METROPOLITAN GOVERNMENT OF NASHVILLE AND DAVIDSON COUNTY, TN (HEFB of Metro Nashville & Davidson Co., TN)
Schedule K, Part I, Column (f) Row A - Description of Purpose TO FINANCE VARIOUS CAPITAL IMPROVEMENTS; TO PAY FOR COSTS OF ENGINEERING, FISCAL, ARCHITECTURAL, PROFESSIONAL ADVISORY, AND LEGAL EXPENSES INCURRED IN CONNECTION WITH SUCH CAPITAL IMPROVEMENTS AND THE ISSUANCE OF THE NOTE
Schedule K, Part II, Line 3 Proceeds DIFFERENCE BETWEEN PART I, COLUMN (e) AND PART II, LINE 3 IS INVESTMENT EARNINGS.
Schedule K, Part I, Column (e) Issue Price The issue price listed in Part I, Row A, Col. (e) is different from the issue price listed on Part III, Line 21(b) of IRS Form 8038, Information Return for Tax-Exempt Private Activity Bond Issues, filed for Tax Program One of the Issuer's Tax-Exempt Commercial Paper Notes, the proceeds of which were loaned to Vanderbilt University. The amount disclosed in Part I, Row A, Col. (e), $25,000,000, represents the amount of tax-exempt commercial paper notes issued as of June 30, 2023, under Tax Program One. Pursuant to Treasury Regulation §1.150-1(c)(4)(ii), the Issuer and Vanderbilt University will treat the notes issued pursuant to Tax Program One as a single issue with the issue date shown in Part I, Row A, Col. (d), which is the first date the aggregate amount of commercial paper issued under Tax Program One exceeded the lesser of $50,000 or 5% of the aggregate issue price of the commercial paper in Tax Program One. As of the date the Form 8038 was filed, the amount of tax-exempt commercial paper notes to be issued during Tax Program One was not known. For purposes of filing the Form 8038, the Issuer and Vanderbilt University assumed an issue price of $300,000,000, which is the maximum amount available under the tax-exempt commercial paper program; however, the Vanderbilt University reserves the right to make a final allocation of the proceeds of the notes actually issued during Tax Program One within the time period required by Treasury Regulation §1.148-6(d)(1)(iii).
Schedule K (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0

Schedule L
(Form 990)
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
2021
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 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
(1) C Cybele Raver
 
Current Officer Housing Loan   X 500,000 483,559   No   No Yes  
Total ...............Small Bullet $ 483,559
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)  
 
  60,001 Tuition assistance Tuition benefits to assist individuals to fund education costs.
(2)  
 
  86,659 Merit-Based Scholarships Scholarships to assist individuals to fund education costs
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
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) Andrew Lee
 
Family member of current officer Candice Lee 54,841 Employment at Vanderbilt   No
(2) Marisa C Smith
 
Family member of current officer Andre Churchwell 46,408 Employment at Vanderbilt   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 1 8,800 NONE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 212 Market value
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 326 24,280,935 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 ... X 1 180,000 NONE
18 Collectibles ..... X 2 55,105 Market value
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 9 65,008 Market value
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Donor paid expenses ) X 10 32,253 Market value
26 Other Right pointing arrow large image ( Miscellaneous ) X 7 133,217 Market value
27 Other Right pointing arrow large image ( Software ) X 1 1,782,120 Market value
28 Other Right pointing arrow large image ( Miscellaneous equipment ) X 2 86,830 Market value
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
1
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
Yes
 
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) (2022)
Schedule M (Form 990) (2022)
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, Part I Reporting Method for Number of Contributions Vanderbilt reports the number of contributions received throughout the year for each type of property listed.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions Vanderbilt has utilized the assistance of professional real estate agents to sell the charitable contributions of real estate property and brokers to sell publicly traded securities received by Vanderbilt as a gift.
Schedule M (Form 990) (2022)

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

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
2021
Open to Public
Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

62-0476822
Return Reference Explanation
Form 990, Part I, Line 1 Description of Organization Mission Vanderbilt is a center for scholarly research, informed and creative teaching, and service to the community and society at large. Vanderbilt will uphold the highest standards and be a leader in the quest for new knowledge through scholarship, dissemination of knowledge through teaching and outreach, and creative experimentation of ideas and concepts. In pursuit of these goals, Vanderbilt values most highly the intellectual freedom that supports open inquiry and equality, compassion and excellence in all endeavors.
Form 990, Part III, Line 1 Description of Organization Mission See Disclosure Above.
Form 990, Part III, Line 4a Education Vanderbilt is among a unique set of independent universities that offers both a high-quality undergraduate program and a full range of top-ranked graduate and professional degree programs. Its world-class faculty consists of more than 2.400 full-time members, and the diverse student body is more than 12,000 strong across 10 schools and colleges. Vanderbilt's ten schools and colleges include: College of Arts and Science, Blair School of Music, Divinity School, School of Engineering, Graduate School, Law School, School of Medicine, School of Nursing, Owen Graduate School of Management, and Peabody College (of education and human development). Vanderbilt has approximately 7,152 undergraduate students, 6,304 graduate and professional students, and an 7:1 student-to-faculty ratio. For more information regarding education at Vanderbilt, visit http://www.vanderbilt.edu.
Form 990, Part III, Line 4b Academic and Scientific Research Vanderbilt is an internationally recognized research university. A majority of Vanderbilt's research funding is received from the federal government. Funding is also received from foundations, associations, corporations, and other sources. Vanderbilt's researchers are at the forefront of posing innovative solutions to some of the most challenging questions facing the world today. For more information regarding research at Vanderbilt, visit http://research.vanderbilt.edu
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons John R. Ingram and Adolpho Birch - Business relationship, Steve Ertel, Eric Kopstain, and Brett Sweet - Business relationship, Candice Lee and Brett Sweet - Business relationship, Anders Hall and Ruby Shellaway - Business relationship, John Ingram & Suzanne Perot McGee - Business relationship, Daniel Diermeier, Brett Sweet, & Ruby Shellaway - Business relationship, John Ingram, Daniel Diermeier, & Brett Sweet - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by Vanderbilt University and provided to PricewaterhouseCoopers, Vanderbilt University's independent accounting firm for review. After review by PricewaterhouseCoopers, Vanderbilt University provides a draft copy of the Form 990 and all required schedules for review to all General Officers, which includes the Chancellor and Chief Financial Officer. Once this review process is complete, all trustees are provided electronic access to the draft Form 990 and all required schedules for review. The final Form 990 and all required schedules are made available to the full Board of Trust for review via Boardbooks prior to the filing of the return.
Form 990, Part VI, Line 12c Conflict of interest policy Under the Vanderbilt University Conflict of Interest and Commitment Policy (the "Policy"), all Board of Trust members, senior executives, and faculty, and most staff are required to disclose any potential conflicts of interest in accordance with the Policy. Vanderbilt University requires that for any faculty or staff member disclosing a potential conflict of interest, the conflict be reviewed by the individual's dean or the dean's designee (for faculty) or supervisor (for staff), as well as by the conflict of interest and commitment management office, and the reported conflict be managed, reduced, or eliminated. The responsible reviewer is required to respond that any recommended management plan has been implemented or that the reported conflict no longer exists. For those conflicts in which Vanderbilt may have an institutional interest, those in which human subject research is performed, or those deemed unmanageable, the university conflicts committee reviews and determines appropriate actions. The University Conflicts Committee members are appointed by the Chancellor and are made up of representatives from relevant areas across the University including faculty, audit, research, legal, administrative, and compliance. At least one representative on the Committee is a person from outside the University community. The University's General Counsel serves as the chair of the Committee. The Committee reports bi-annually to the Audit Committee of the Board of Trust the matters brought before the committee and the resulting actions. Board of Trust members and senior executives of the university also must complete annual conflict of interest disclosures and management plans are developed to manage, reduce, or eliminate any potential conflicts of interest. Those with disclosed potential conflict of interest are presented to the audit committee of the board of trust, along with their respective management action plans, where applicable. Management plans may include restrictions on members such as recusing themselves during deliberations and decisions in which a potential conflict may exist, with the minutes of the meeting reflecting their recusal. Emeritus trustees are exempt from the disclosure requirements. Additionally, all Board of Trust members, senior executives, and faculty, and most staff are required to disclose potential conflicts as they arise throughout the year in accordance with the policy. The same processes noted above occur for these disclosures.
Form 990, Part VI, Line 15a Process to establish compensation of top management official To ensure that Vanderbilt is paying reasonable total compensation, is not violating the private inurement prohibition, which requires that none of the organization's income or assets unreasonably benefit any of its trustees, officers, or key employees, and is in compliance with intermediate sanctions provisions with respect to the general officers, Vanderbilt's Board of Trust has designated a Compensation Committee made up of outside, independent, board members to review and approve total compensation annually for the vice chancellors, and review and approve total compensation annually for the chancellor for recommendation to the Executive Committee of the Board of Trust . The committee utilizes appropriate, nationally-recognized consulting firms to conduct market compensation analyses, provide expert information, and issue reasonableness opinions regarding comparative compensation norms, and to ensure compliance with all Internal Revenue Service rules concerning executive compensation, including the Internal Revenue Code provision related to intermediate sanctions, deferred compensation, and private inurement. The Compensation Committee reviews the executive compensation philosophy and affirms that it is in line with the Board's expectations. The compensation of the general officers is disclosed in the annual Form 990, which is available to the public in accordance with regulations section 301.6104(d)-1 through 3. Each year, the total compensation review and recommendations are recorded in the minutes of the Compensation Committee meetings. The approval of the recommendations for the chancellor is further recorded in the minutes of the Executive Committee meetings. The full Board is informed annually of the total compensation of the general officers during executive session.
Form 990, Part VI, Line 15b Process to establish compensation of other employees Vanderbilt uses the same procedures as described in response to Part VI, Line 15a.
Form 990, Part VI, Line 19 Required documents available to the public Vanderbilt University makes its governing documents available to the public through its Board of Trust website located at: http://www.vanderbilt.edu/boardoftrust. Vanderbilt University makes its conflict-of-interest policy available to the public through its Compliance Program website located at: https://www.vanderbilt.edu/generalcounsel/conflictofinterest/ Vanderbilt University makes its financial statements available to the public through its website located at: https://finance.vanderbilt.edu/accounting/report/
Form 990, Part VII, Section A, Line 1a, Column (A) Continuation of Titles - Anders W. Hall - Vice Chancellor for Investments and Chief Investment Officer - Jerry Stackhouse - Head Men's Basketball Coach - Clark Lea - Head Football Coach - Daniel Diermeier - Chancellor - Nicholas S. Zeppos - Former Chancellor, Current Law Professor - Derek Mason - Former Head Football Coach - Timothy C. Corbin - Head Baseball Coach - Brett C. Sweet - Vice Chancellor for Finance, Information Technology and Chief Financial Officer - John M. Lutz - Vice Chancellor for Development and Alumni Relations - C. Cybele Raver - Provost and Vice Chancellor for Academic Affairs - Candice S. Lee - Vice Chancellor for Athletics and University Affairs and Athletic Director - John Geer - Dean of College of Arts and Science - Ruby Shellaway - Vice Chancellor, General Counsel, and University Secretary - Andre L. Churchwell - Chief Diversity Officer and Vice Chancellor for Equity, Diversity, and Inclusion - Eric C. Kopstain - Vice Chancellor for Administration - Lawrence J. Marnett - Dean of Basic Sciences - Steve Ertel - Vice Chancellor for Communications and Marketing - Nathan Green - Vice Chancellor for Government and Community Relations
Form 990, Part VIII, Line 2f Other Program Service Revenue All other program service revenue - Total Revenue: 16199179, Related or Exempt Function Revenue: 16199179, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in minority interest - -6616556; Deconsolidated Distribution - 250000;
Form 990, Part VI, Line 1a Governance, Management, and Disclosure One trustee listed in Part VII, serving as a member of the governing body with certain voting rights at the end of the tax year, does not have the power to vote on all matters that come before the governing body, the Board of Trust, and such trustee is not included in the count of voting members of the governing body at the end of the tax year.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
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
2021
Open to Public Inspection
Name of the organization
Vanderbilt University
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) Dore Capital LLC
2100 West End Ave Suite 1000
Nashville,TN37203
26-4337602
Investment DE 0 0 VU
 
(2) Dore Capital Real Estate LLC
2100 West End Ave Suite 1000
Nashville,TN37203
26-4581498
Investment DE 0 0 VU
 
(3) Star V Partners LLC
2100 West End Ave Suite 1000
Nashville,TN37203
Investment TN 84,992,852 1,892,626,660 VU
 
(4) West Trace LLC
2201 W End Ave
Ste 421
Nashville,TN372400001
83-4051968
Hospitality Operations TN 18,489,002 77,484,864 VU
 
(5) Royal Tree LLC
110 21st Avenue South
Ste 900
Nashville,TN37203
84-3564256
Holding Company DE 0 35,804,692 VU
 


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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Vanderbilt Student Communications Inc
2301 Vanderbilt Place

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

Nashville,TN37203
58-1916504
Support Org TN 501(c)(3) Type III-O NA
 
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) Array Ventures Transformers Fund I LP

3 Coso Avenue
San Francisco,CA94110
88-3265437
Investment DE VU
 
Excluded 0 992,895   No     No  
(2) Altos Hybrid 2 V LLC

2882 Sand Hill Road
Suite 100
Menlo Park,CA94025
82-2083773
Investment DE VU
 
Excluded -130,284 37,998,716   No     No  
(3) Buckley PLCR BIII SPV LLC

720 York Street 116
San Francisco,CA94110
88-3077467
Investment DE VU
 
Excluded 0 3,055,928   No     No  
(4) Cheetah Investment Holdings LLC

188 Nassau St Ste 1
Princeton,NJ08542
88-1220743
Investment DE VU
 
Excluded 0 4,998,499   No     No  
(5) Dore Capital Real Estate LP

2100 West End Ste 1000
Nashville,TN37203
26-4581574
Investment DE VU
 
Excluded -11,714,743 4,877,029 Yes   -532,996   No  
(6) Dore Capital LP

2100 West End Ste 1000
Nashville,TN37203
26-4337679
Investment DE VU
 
Excluded 3,116,982 20,764,204 Yes   65,223   No  
(7) Eagle Investment Holdings II LLC

188 Nassau St Ste 1
Princeton,NJ08542
88-0576672
Investment DE VU
 
Excluded 0 4,988,964   No     No  
(8) Goodwater Taehwa LP

240 Lorton Ave
3rd Floor
Burlingame,CA94010
88-3739802
Investment DE VU
 
Excluded 0 4,812,439   No     No  
(9) HS Investments IV V LP

 
 
Investment GK VU
 
Excluded 9,724 22,919,792   No     No  
(10) Periscope IBH Holdings LLC

ONE NORTH WACKER DRIVE
SUITE 4050
CHICAGO,IL60606
82-5263601
Investment DE VU
 
Excluded 0 2,745,808   No     No  
(11) Valar Co-Invest 7 LP

915 Broadway
Suite 1900
New York,NY10010
84-1990189
Investment DE VU
 
Excluded 0 5,626,764   No     No  
(12) Valar Co-Invest 9 LP

915 Broadway
Suite 1900
New York,NY10010
85-0669361
Investment DE VU
 
Excluded 0 3,989,918   No     No  
(13) Kairos Continuity CC1 LLC

31 Bond St
Floor 6
New York,NY10012
85-4253992
Investment DE VU
 
Excluded 0 3,030,234   No     No  
(14) Kairos Continuity Alloy1 LP

31 Bond St
Floor 6
New York,NY10012
87-1658670
Investment DE VU
 
Excluded 32,250 1,149,523   No     No  
(15) Kairos Continuity BT LP

31 Bond St
Floor 6
New York,NY10012
88-3322171
Investment DE VU
 
Excluded 0 4,024,478   No     No  
(16) Kairos Continuity RH2 LP

31 Bond St
Floor 6
New York,NY10012
87-3534251
Investment DE VU
 
Excluded 0 3,021,189   No     No  
(17) Kairos Continuity CC2 LP

31 Bond St
Floor 6
New York,NY10012
87-2347899
Investment DE VU
 
Excluded -1,190 5,601,935   No     No  
(18) Kairos Continuity LS1 LP

31 Bond St
Floor 6
New York,NY10012
87-1503746
Investment DE VU
 
Excluded 0 2,560,774   No     No  
(19) The Midnight A Third Prime Series LLC (Laika Coinvestment)

1281 Third Avenue South
Nashville,TN37210
86-2097127
Investment DE VU
 
Excluded 218 4,487,180   No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Commodore Scottish Patron II LP

50 Lothian Road Festival Square
Edinburgh,Scotland  
AE
Investment AE VU
 
C Corporation 0 4,455,079   Yes  
(2) Elliston Partners

 
 
Investment CJ VU
 
C Corporation 0 0   Yes  
(3) Emergent Pro Alia Fund Sub Fund Emergent African Land Fund

 
 
98-0600835
Investment LU VU
 
C Corporation 0 0   Yes  
(4) Pacific Harbor Special Holdings Ltd

PO Box 957
Offshore Incorporations Centre
Road Town,Tortola  
VI
Investment VI VU
 
C Corporation 0 0   Yes  
(5) Vanderbilt Legends Club Inc

1500 Legends Club Lane
Franklin,TN37069
62-1429615
Golf Club TN VU
 
C Corporation 10,554,545 27,634,007   Yes  
(6) Charitable Remainder Trusts (88)

 
 
Charitable Trust TN VU
 
Trust       Yes  
(7) Perpetual Trusts (5)

 
 
Charitable Trust TN VU
 
Trust       Yes  
(8) Charitable Lead Trusts (2)

 
 
Charitable Trust TN VU
 
Trust       Yes  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
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
Yes
 
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
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Dore Capital Real Estate LP

S 9,060,000 FMV
(2) Dore Capital LP

B 495,000 FMV
(3) Dore Capital LP

S 1,950,000 FMV
(4) Valar Co-Invest 7 LP

B 1,000,000 FMV
(5) Altos Hybrid 2 V LLC

B 10,979,149 FMV
(6) Altos Hybrid 2 V LLC

S 1,762,654 FMV
(7) Array Ventures Transformers Fund I LP

B 1,000,000 FMV
(8) Buckley PLCR BIII SPV LLC

B 3,060,000 FMV
(9) Cheetah Investment Holdings LLC

B 5,000,000 FMV
(10) Goodwater Taehwa LP

B 4,822,244 FMV
(11) HS Investments IV V LP

B 65,000 FMV
(12) Kairos Continuity BT LP

B 4,028,571 FMV
(13) The Midnight A Third Prime Series LLC

B 3,003,315 FMV
(14) Vanderbilt Legends Club Inc

A 380,241 FMV
(15) Vanderbilt Legends Club Inc

D 3,813,954 FMV
(16) Vanderbilt Legends Club Inc

F 250,000 FMV
(17) Vanderbilt Legends Club Inc

P 1,375,905 FMV
(18) Vanderbilt Student Communications Inc

R 589,662 FMV
(19) Vanderbilt Student Communications Inc

O 521,549 FMV
(20) Vanderbilt Student Communications Inc

Q 334,455 FMV
(21) Charitable Lead Trust (1)

C 100,615 FMV
(22) Charitable Lead Trust (1)

S 284,336 FMV
(23) Charitable Remainder Trust (2)

S 719,271 FMV
(24) Perpetual Trusts (5)

S 937,941 FMV
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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(c) The amounts reported are derived from the books and records of Vanderbilt, which are maintained on an accrual basis in accordance with U.S. Generally Accepted Accounting Principles. Valuation of the amounts reported in Schedule R, Part V, Column C is consistent with the valuation reflected in the University's consolidated audited financial statements.
Schedule R (Form 990) 2021

Additional Data


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