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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
% MEDHA NARVEKAR SECRETARY
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3451 WALNUT STREET ROOM 310
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191046284
D Employer identification number

23-1352685
E Telephone number

G Gross receipts $ 21,454,598,098
F Name and address of principal officer:
DR J LARRY JAMESON
3451 WALNUT STREET
PHILADLEPHIA,PA19104
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.UPENN.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  
K Form of organization:  
L Year of formation: 1740
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 40
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 38
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 63,003
6 Total number of volunteers (estimate if necessary) ............. 6 29,873
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 76,039,880
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 46,595,621
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,881,283,000 1,989,116,000
9 Program service revenue (Part VIII, line 2g) ......... 7,398,261,644 8,199,959,237
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,136,096,000 902,686,000
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 331,425,356 578,778,763
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 10,747,066,000 11,670,540,000
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 643,902,139 675,616,764
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 5,388,173,999 5,886,033,000
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 751,461 646,000
b Total fundraising expenses (Part IX, column (D), line 25) 141,804,010    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,967,094,401 4,447,625,236
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,999,922,000 11,009,921,000
19 Revenue less expenses. Subtract line 18 from line 12....... 747,144,000 660,619,000
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 34,038,997,000 36,736,678,000
21 Total liabilities (Part X, line 26)............. 7,613,267,000 7,802,957,000
22 Net assets or fund balances. Subtract line 21 from line 20..... 26,425,730,000 28,933,721,000
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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: THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM.
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 $ 4,760,797,187 including grants of $ 672,719,337 ) (Revenue $ 3,507,863,237 )
EDUCATION, RESEARCH AND PUBLIC CHARITY- SEE SCHEDULE O FOR ADDITIONAL INFORMATION
4b (Code:   ) (Expenses $ 5,138,960,683 including grants of $ 3,583,964 ) (Revenue $ 4,692,096,000 )
PATIENT CARE- SEE SCHEDULE O FOR ADDITIONAL INFORMATION
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses9,899,757,870
Form 990 (2024)
Form 990 (2024)
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 IClick to see attachment
List of Attached Documents:
// Content
.............
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 IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
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 IVClick to see attachment
List of Attached Documents:
// Content
..............
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 VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
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 XIIClick to see attachment
List of Attached Documents:
// Content
......................
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...Click to see attachment
List of Attached Documents:
// Content
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
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 (2024)
Form 990 (2024)
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 list of attachments
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
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
 
No
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......................Click to see attachment
List of Attached Documents:
// Content
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..................... Click to see attachment
List of Attached Documents:
// Content
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............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
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
10,630
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 (2024)
Form 990 (2024)
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
63,003
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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: BC , CA , CJ , CH , HK , IN , EI , SW , TU , UK
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
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
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
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
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, or any disqualified or other person 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 (2024)
Form 990 (2024)
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
40
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
38
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
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 filed
AK , CO , CT , DC , FL , KS , KY , LA , MD , MA , MI , MN , NH , ND , OH , OK , OR , PA , SC , UT , WA , WV
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:
MEDHA NARVEKAR SECRETARY211 COLLEGE HALL   PHILADELPHIA,PA191046303 (215) 898-7005
Form 990 (2024)
Form 990 (2024)
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, box 6 of 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) JAMESON J LARRY DR......................................................................
TRUSTEE & PRES.- AS OF 3/13/25
 55.0
.................
0.0 		X   X       5,459,518 0 2,583,825
(2) AMMON PETER......................................................................
CHIEF INVESTMENT OFFICER
 55.0
.................
0.0 		      X     5,122,459 0 2,023,937
(3) MAGILL M ELIZABETH......................................................................
FORMER PRESIDENT
 0.0
.................
0.0 		          X 4,210,289 0 247,478
(4) CARNAROLI CRAIG......................................................................
EXECUTIVE VP
 54.0
.................
1.0 		    X       3,784,067 0 608,993
(5) MAHONEY KEVIN......................................................................
CEO, UPHS
 42.0
.................
13.0 		      X     2,954,787 0 374,377
(6) KASPER KEITH......................................................................
EXEC. VP & CAO, UPHS
 41.0
.................
14.0 		      X     2,762,775 0 237,535
(7) YOSHOR DANIEL MD......................................................................
NEUROSURGERY
 55.0
.................
0.0 		        X   2,853,215 0 91,097
(8) ADZICK N SCOTT MD......................................................................
CHOP - SURGERY
 55.0
.................
0.0 		        X   2,755,817 0 58,113
(9) TAYLOR JESSE MD......................................................................
CHOP - PLASTIC SURGERY
 55.0
.................
0.0 		        X   2,397,226 0 64,017
(10) MARCOTTE PAUL MD......................................................................
NEUROSURGERY
 55.0
.................
0.0 		        X   2,308,362 0 44,604
(11) WELCH WILLIAM MD......................................................................
NEUROSURGERY
 55.0
.................
0.0 		        X   2,208,497 0 75,471
(12) EPSTEIN JON MD......................................................................
EXEC VP & DEAN MS-AS OF 3/1/25
 55.0
.................
0.0 		    X       1,920,577 0 58,408
(13) DRISCOLL DEBORAH A MD......................................................................
SVP CPUP, VICE DEAN PSOM
 53.0
.................
2.0 		      X     1,701,819 0 35,909
(14) VOLPE MICHELLE......................................................................
SVP & CEO, UPHS
 50.0
.................
5.0 		      X     1,482,456 0 12,018
(15) CUNNINGHAM REGINA......................................................................
CEO HUP
 54.0
.................
1.0 		      X     1,442,778 0 18,972
(16) HUSSON JAMES......................................................................
VP DEV & ALUM REL- THRU 3/3/25
 55.0
.................
0.0 		    X       1,245,498 0 143,363
(17) JACKSON JOHN PHD......................................................................
PROVOST
 54.0
.................
1.0 		    X       1,154,217 0 98,633
Form 990 (2024)
Form 990 (2024)
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) WHITE WENDY........................................................................
SVP & GENERAL COUNSEL
 54.0
.......................1.0 		    X       1,160,692 0 62,823
(19) ASCH DAVID........................................................................
SVP STRATEGIC INITIATIVES
 55.0
.......................0.0 		      X     1,015,602 0 72,335
(20) NARVEKAR MEDHA........................................................................
VP & SECRETARY
 55.0
.......................0.0 		    X       857,568 0 94,904
(21) PUCHTLER JULIA........................................................................
SVP & CFO, UPHS
 44.0
.......................11.0 		      X     853,431 0 90,216
(22) MURPHY THOMAS........................................................................
SVP ISC & CIO
 55.0
.......................0.0 		    X       792,934 0 103,538
(23) MASOTTI CHRISTOPHER........................................................................
VICE DEAN, ADMINISTRATION PSOM
 55.0
.......................0.0 		      X     728,919 0 98,973
(24) SESTITO JOHN........................................................................
VP & EXECUTIVE DIRECTOR CPUP
 55.0
.......................0.0 		      X     801,450 0 18,762
(25) PAPAGEORGE ANNE........................................................................
SR VP FACILITIES & REAL ESTATE
 53.0
.......................2.0 		    X       732,572 0 78,757
(26) GRIFFO KATHRYN........................................................................
VP DEV & ALUM REL-AS OF 4/1/25
 55.0
.......................0.0 		    X       694,618 0 114,567
(27) GUTMANN AMY........................................................................
FORMER PRESIDENT
 0.0
.......................0.0 		          X 753,928 0 40,362
(28) DINGFIELD MARK........................................................................
VP FINANCE & TREASURER
 54.0
.......................1.0 		    X       704,244 0 80,059
(29) MITCHELL JOANN........................................................................
SVP FOR INSTITUTIONAL AFFAIRS
 55.0
.......................0.0 		    X       699,699 0 54,049
(30) LEWIS TREVOR........................................................................
VP BUDGET & MGMT ANALYSIS
 55.0
.......................0.0 		    X       587,640 0 86,694
(31) COOPER JEFFREY........................................................................
VP GOV'T & COMMUNITY RELATIONS
 55.0
.......................0.0 		    X       609,168 0 31,018
(32) CITRO MICHAEL........................................................................
VP & CHIEF OF STAFF
 54.0
.......................1.0 		    X       560,444 0 70,208
(33) HEUER JOHN J........................................................................
FORMER SVP HUMAN RESOURCE
 55.0
.......................0.0 		          X 511,308 0 85,548
(34) PRITCHETT WENDELL........................................................................
FORMER PROVOST
 53.0
.......................2.0 		          X 527,870 0 67,181
(35) LOPEZ STACEY........................................................................
VP INSTITUTIONAL RESEARCH
 55.0
.......................0.0 		    X       519,218 0 61,919
(36) PELLICANO GREGORY........................................................................
VP AUDIT, COMPLIANCE & PRIV'Y
 54.0
.......................1.0 		    X       471,615 0 83,365
(37) JOHNSTON ELIZABETH........................................................................
FORMER EXEC. DIRECTOR CPUP
 54.0
.......................1.0 		          X 525,042 0 12,084
(38) HOWARD CHARLES........................................................................
VP SOC EQ & COMM, UNIV. CHAPLN
 55.0
.......................0.0 		    X       399,082 0 114,111
(39) COWENHOVEN ANNA........................................................................
VP COMMUNICATNS- THRU 8/1/24
 55.0
.......................0.0 		    X       440,737 0 58,220
(40) DILEO RUSSELL........................................................................
COMPTROLLER
 54.0
.......................1.0 		    X       426,008 0 72,020
(41) ANDERSON KATHLEEN........................................................................
VP FOR PUBLIC SAFETY
 54.0
.......................1.0 		    X       386,142 0 64,568
(42) WITT MARIE........................................................................
FORMER VP BUSINESS SERVICES
 55.0
.......................0.0 		          X 394,352 0 50,296
(43) WASHINGTON FELICIA........................................................................
VP HUMAN RESRCS- AS OF 10/1/24
 55.0
.......................0.0 		    X       307,271 0 19,015
(44) ROST GREGORY........................................................................
FORMER SVP & CHIEF OF STAFF
 0.0
.......................0.0 		          X 229,010 0 34,997
(45) MACCARTHY STEPHEN J........................................................................
FORMER VP COMMUNICATIONS
 55.0
.......................0.0 		          X 246,134 0 10,729
(46) SCALES MICHAEL........................................................................
VP BUSINESS SRVCS
 55.0
.......................0.0 		    X       216,739 0 23,663
(47) QUINN PETER........................................................................
FORMER SVP, VICE DEAN, PROF SR
 54.0
.......................1.0 		          X 104,199 0 34,819
(48) LAU JOAN MD........................................................................
TRUSTEE; ADJ. PROFESSOR
 2.0
.......................0.0 		X           33,104 0 0
(49) IMASOGIE OSAGIE O ESQ........................................................................
TRUSTEE; LECTURER
 2.0
.......................0.0 		X           6,000 0 0
(50) AHMAD HYDER........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(51) ALBER LAURA J........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(52) BANDEEN BONNIE MIAO........................................................................
TRUSTEE- THRU 12/31/24
 2.0
.......................0.0 		X           0 0 0
(53) BARRETT MICHAEL L........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(54) BLITZER DAVID S........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(55) BRADY ALLISON W........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(56) CAREY II WILLIAM POLK........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(57) DINAN JAMES G........................................................................
TRUSTEE- COMMITTEE CHAIR
 3.0
.......................0.0 		X           0 0 0
(58) DURAN ALBERTO IVAN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(59) ERCIL ALP........................................................................
TRUSTEE- AS OF 1/1/25
 2.0
.......................0.0 		X           0 0 0
(60) ERTEL DAVID........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(61) FRANKLIN CHRISTOPHER H........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(62) HAIDAS ALEX........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(63) HOLMAN WENDY COMMINS........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(64) HOWELL JR LLOYD W........................................................................
TRUSTEE- THRU 12/31/24
 2.0
.......................0.0 		X           0 0 0
(65) JERATH LYNN J........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(66) JOHNSON KEVIN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(67) KARP ATHENA........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(68) KHADJENOURI MASSI........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(69) MARTIN PATRICIA MD........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(70) MCMORRIS MARC F........................................................................
TRUSTEE- COMMITTEE CHAIR
 3.0
.......................0.0 		X           0 0 0
(71) MITCHELL MARSHALL PH........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(72) NEMIROVSKY OFER........................................................................
TRUSTEE- THRU 12/31/24
 2.0
.......................0.0 		X           0 0 0
(73) O'HERN LYONS CATHERINE M........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(74) PAI DHANANJAY M........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(75) PEISACH CHERYL........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(76) PENN KEVIN S........................................................................
TRUSTEE- THRU 12/31/24
 2.0
.......................0.0 		X           0 0 0
(77) PERRY RICHARD C........................................................................
TRUSTEE- THRU 2/28/25
 2.0
.......................0.0 		X           0 0 0
(78) PINOLA KRISTA M........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(79) PLATT JULIE BEREN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(80) PRICE MICHAEL J........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(81) RACHLEFF ANDREW S........................................................................
TRUSTEE- THRU 6/13/25
 2.0
.......................0.0 		X           0 0 0
(82) RAGHAVENDRAN RAMANAN........................................................................
TRUSTEE- CHAIR
 6.5
.......................0.0 		X   X       0 0 0
(83) RODRIGUEZ JENNIFER I........................................................................
TRUSTEE- AS OF 4/14/25
 2.0
.......................0.0 		X           0 0 0
(84) SCHLEIN THEODORE E........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(85) SCHNITZER ALAN DAVID........................................................................
TRUSTEE- COMMITTEE CHAIR
 3.0
.......................0.0 		X           0 0 0
(86) SCHWARTZ BRIAN D........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(87) SCHWARTZ JODI J ESQ........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(88) SEAMAN JULIE BREIER........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(89) SHAPIRO JOSH........................................................................
EX-OFFICIO TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(90) SHOEMAKER JOHN P........................................................................
TRUSTEE- THRU 4/14/25
 2.0
.......................0.0 		X           0 0 0
(91) SNIDER STACEY G........................................................................
TRUSTEE- THRU 12/31/24
 2.0
.......................0.0 		X           0 0 0
(92) STAVIS ROBERT M........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(93) STONE HARLAN M........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(94) VAGUE RICHARD W........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(95) WEISS JILL L........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(96) GROSSMAN MATTHEW........................................................................
VP COMMUNICATNS- AS OF 4/1/25
 55.0
.......................0.0 		    X       0 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 52,707,525 0 7,397,058
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 14,593
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
INTECH CONSTRUCTION LLC,
3020 MARKET ST
PHILADELPHIA,PA19104 		CONSTRUCTION MGMT 74,251,811
LF DRISCOLL COMPANY LLC,
401 E CITY AVE STE 500
BALA CYNWYD,PA19004 		CONSTRUCTION MGMT 59,142,534
P AGNES INC,
2101 PENROSE AVE
PHILADELPHIA,PA19145 		CONSTRUCTION MGMT 43,460,787
GILBANE BUILDING COMPANY,
7 JACKSON WALKWAY
PROVIDENCE,RI02903 		CONSTRUCTION MGMT 42,608,926
UCITY SQUARE ONE OWNER LLC,
PO BOX 7410523 ATTN ENTITY 6900
CHICAGO,IL606740523 		CONSTRUCTION MGMT 36,894,491
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 798
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 313,955
d Related organizations1d  
e Government grants (contributions)1e 1,150,145,000
f All other contributions, gifts, grants, and similar amounts not included above1f 838,657,045
g Noncash contributions included in lines 1a - 1f:$ 1g 66,433,685
h Total. Add lines 1a-1f....... 1,989,116,000
Program Service RevenueAmt Business Code
2a TUITION & FEES 900099 1,890,577,000 1,890,577,000    
b NET PATIENT SERVICE HEALTHCARE REVENUES 621110 4,692,096,000 4,692,096,000    
c AUXILIARY ENTERPRISES 611710 1,575,805,000 1,562,290,984 13,514,016  
d OTHER PROGRAM SERVICE REVENUES 611710 41,481,237 35,470,745 6,010,492  
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 8,199,959,237
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 538,116,599   -1,839,380 539,955,979
4 Income from investment of tax-exempt bond proceeds 334,401     334,401
5 Royalties........... 564,215,000     564,215,000
(i) Real (ii) Personal
6a Gross rents 6a 14,505,000 15,000
b Less: rental expenses 6b 0 0
c Rental income or (loss) 6c 14,505,000 15,000
d Net rental income or (loss)....... 14,520,000     14,520,000
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 10,147,909,000 0
b Less: cost or other basis and sales expenses 7b 9,783,674,000 0
c Gain or (loss) 7c 364,235,000 0
d Net gain or (loss)......... 364,235,000   58,354,752 305,880,248
8a Gross income from fundraising events (not including $ 313,955of contributions reported on line 1c). See Part IV, line 18 ....
8a 427,861
b Less: direct expenses ... 8b 384,098
c Net income or (loss) from fundraising events.. 43,763   43,763
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 11,670,540,000 8,180,434,729 76,039,880 1,424,949,391
Form 990 (2024)
Form 990 (2024)
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 .... 18,845,690 18,845,690
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 654,119,575 654,119,575
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 2,651,499 2,651,499
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 63,977,125 60,778,269 3,198,856 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 18,774,395 17,835,675 938,720 0
7 Other salaries and wages........ 4,432,801,480 3,875,767,309 487,608,163 69,426,008
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 321,000,000 280,663,000 35,310,000 5,027,000
9 Other employee benefits ....... 742,984,000 649,619,000 81,728,000 11,637,000
10 Payroll taxes ........... 306,496,000 267,981,000 33,715,000 4,800,000
11 Fees for services (non-employees):        
a Management ...... 37,971,000 23,542,000 1,899,000 12,530,000
b Legal ......... 35,424,000 29,402,000 6,022,000 0
c Accounting ........... 6,008,000 5,227,000 774,000 7,000
d Lobbying ........... 405,000 336,000 69,000 0
e Professional fundraising services. See Part IV, line 17 646,000 646,000
f Investment management fees ...... 56,869,000 0 56,869,000 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 610,190,000 520,972,000 85,427,000 3,791,000
12 Advertising and promotion .... 31,764,000 26,342,000 5,082,000 340,000
13 Office expenses ....... 337,696,000 304,312,000 23,639,000 9,745,000
14 Information technology ...... 25,157,000 19,119,000 4,140,000 1,898,000
15 Royalties .. 3,343,000 3,343,000 0 0
16 Occupancy ........... 412,535,000 371,282,000 36,917,000 4,336,000
17 Travel ............ 98,273,000 86,695,000 7,862,000 3,716,000
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 52,347,000 37,979,000 4,188,000 10,180,000
20 Interest ........... 102,270,000 92,043,000 10,227,000 0
21 Payments to affiliates ....... -12,490,000 -12,490,000 0 0
22 Depreciation, depletion, and amortization .. 477,313,000 429,582,000 47,731,000 0
23 Insurance ... 127,253,000 110,710,000 16,540,000 3,000
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 MEDICAL SUPPLIES 1,667,968,000 1,667,968,000 0 0
b OTHER TAXES 240,297,000 233,088,000 7,183,000 26,000
c SUBSCRIPTIONS/DUES 22,868,000 19,895,000 2,735,000 238,000
d ACADEMIC BAD DEBTS 9,019,000 7,847,000 1,172,000 0
e All other expenses 105,145,236 94,302,853 7,384,381 3,458,002
25 Total functional expenses. Add lines 1 through 24e 11,009,921,000 9,899,757,870 968,359,120 141,804,010
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
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 ........ 0 1 0
2 Savings and temporary cash investments ......... 2,691,665,000 2 2,956,314,000
3 Pledges and grants receivable, net ...... 340,155,000 3 340,219,000
4 Accounts receivable, net ............. 956,597,000 4 1,013,181,000
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 .......
3,742,340 5 4,036,561
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) ...
597,500 6 532,500
7 Notes and loans receivable, net ........... 44,378,160 7 42,625,939
8 Inventories for sale or use ............ 62,463,000 8 69,567,000
9 Prepaid expenses and deferred charges ...... 144,960,000 9 172,160,000
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 14,611,338,000
b Less: accumulated depreciation 10b 6,934,839,000 7,399,263,000 10c 7,676,499,000
11 Investments—publicly traded securities . 6,232,183,451 11 6,552,711,991
12 Investments—other securities. See Part IV, line 11 ..... 15,333,002,549 12 17,125,100,009
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 829,990,000 15 783,731,000
16 Total assets. Add lines 1 through 15 (must equal line 33)... 34,038,997,000 16 36,736,678,000
Liabilities 17 Accounts payable and accrued expenses ..... 3,626,113,000 17 3,663,857,000
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 140,054,000 19 137,441,000
20 Tax-exempt bond liabilities ......... 2,206,709,000 20 2,536,389,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 96,769,000 23 91,851,000
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,543,622,000 25 1,373,419,000
26 Total liabilities. Add lines 17 through 25.. 7,613,267,000 26 7,802,957,000
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 15,737,005,000 27 17,256,448,000
28 Net assets with donor restrictions ........... 10,688,725,000 28 11,677,273,000
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 26,425,730,000 32 28,933,721,000
33 Total liabilities and net assets/fund balances ........ 34,038,997,000 33 36,736,678,000
Form 990 (2024)
Form 990 (2024)
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
11,670,540,000
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
11,009,921,000
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
660,619,000
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
26,425,730,000
5
Net unrealized gains (losses) on investments ...............
5
1,744,948,000
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
102,424,000
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
28,933,721,000
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
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
2024
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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) 2024

Schedule A (Form 990) 2024
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 1,828,560,000 1,958,495,000 1,895,456,000 1,881,283,000 1,989,116,000 9,552,910,000
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 1,828,560,000 1,958,495,000 1,895,456,000 1,881,283,000 1,989,116,000 9,552,910,000
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. 9,552,910,000
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 1,828,560,000 1,958,495,000 1,895,456,000 1,881,283,000 1,989,116,000 9,552,910,000
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 546,841,000 1,372,813,964 872,742,963 736,445,366 1,119,025,380 4,647,868,673
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 15,899,306 18,986,572 10,679,955 46,595,621 92,161,454
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..           0
11 Total support. Add lines 7 through 10 14,292,940,127
12
12
34,000,289,432
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
66.837 %
15
15
71.119 %
16a
33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

Schedule A (Form 990) 2024
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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-2024. 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—2023. 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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
  		Employer identification number
23-1352685
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
  		Employer identification number

23-1352685
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
  		Employer identification number

23-1352685
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
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? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
1,200,096
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
1,200,096
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1(G) DETAIL OF LOBBYING ACTIVITIES THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY, INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE PENNSYLVANIA DEPARTMENT OF AGRICULTURE, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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 ......... 10 0
2 Aggregate value of contributions to (during year) 84,257 0
3 Aggregate value of grants from (during year) 729,306 0
4 Aggregate value at end of year ........ 1,119,966 0
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
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 .... 19,890,542,921 18,596,655,091 18,363,243,902 18,125,504,928 13,143,906,966
b Contributions ... 808,873,099 912,703,488 865,895,325 1,068,074,055 522,077,029
c Net investment earnings, gains, and losses 2,364,656,405 1,334,231,366 251,536,764 -44,134,178 5,154,234,442
d Grants or scholarships ... 0 0 0 0 0
e Other expenditures for facilities
and programs ... 		1,009,682,806 953,047,024 884,020,900 786,200,903 694,713,509
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 22,054,389,619 19,890,542,921 18,596,655,091 18,363,243,902 18,125,504,928
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow51.830 %
b
Permanent endowment right arrow48.170 %
c
Term endowment right arrow0 %
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)
Yes
 
(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 .....   318,748,000 318,748,000
b Buildings ....   11,104,427,219 5,072,019,000 6,032,408,219
c Leasehold improvements        
d Equipment ....   2,628,160,781 1,862,820,000 765,340,781
e Other .....   560,002,000 0 560,002,000
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 7,676,499,000
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) VENTURE CAPITAL & OTHER INVEST		 14,799,647,870 F

(B) REAL ESTATE		 2,266,209,139 F

(C) INVESTMENT IN SUBSIDIARIES		 59,243,000 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 17,125,100,009
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.)right arrow  
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.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
DEPOSITS 171,567,000
FEDERAL STUDENT LOAN ADVANCES 27,978,000
ACCRUED RETIREMENT BENEFITS 454,995,000
INTERCO DUE TO/(FROM) AFFILIATES -143,935,000
TAXABLE BOND LIABILITIES 862,814,000




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 1,373,419,000
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 II CONSERVATION EASEMENTS ALTHOUGH THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA DOES NOT HOLD ANY CONSERVATION EASEMENTS, AS DEFINED PER THE FORM 990 INSTRUCTIONS, THE ORGANIZATION DOES HOLD A 25 YEAR EASEMENT FOR THE AGRICULTURAL PRESERVATION OF A PORTION OF THE LAND AT ITS NEW BOLTON CENTER SCHOOL OF VETERINARY MEDICINE, LOCATED IN KENNETT SQUARE, PA. ---------------
SCHEDULE D, PART III, LINE 1A ACCOUNTING FOR COLLECTIONS THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: CONTRIBUTIONS OF LIBRARY MATERIALS, AS WELL AS RARE BOOKS AND OTHER COLLECTIBLES, ARE NOT RECORDED FOR FINANCIAL STATEMENT PRESENTATION, WHILE PURCHASES ARE RECORDED AS OTHER OPERATING EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES IN THE PERIOD ACQUIRED. ---------------
SCHEDULE D, PART III, LINE 4 DESCRIPTION OF COLLECTIONS THE UNIVERSITY MAINTAINS 16 LIBRARIES. THE COLLECTIONS ENCOMPASS NUMEROUS FIELDS OF STUDY. THE UNIVERSITY'S DEPARTMENTAL LIBRARIES ARE GENERALLY SUBJECT SPECIFIC (MATH/PHYSICS/ASTRONOMY, FINE ARTS, BUSINESS, MUSIC, BIOMEDICAL, DENTAL MEDICINE, VETERINARY MEDICINE, ETC.) AND THE VAN PELT-DIETRICH LIBRARY CENTER HOUSES COLLECTIONS FROM ALL OF THESE AREAS, AS WELL AS THE RARE BOOK COLLECTION AND ALL OF THE HUMANITIES. SUBJECT HOLDINGS INCLUDE PHILOSOPHY, PSYCHOLOGY, RELIGION, HISTORY, GEOGRAPHY, ANTHROPOLOGY, RECREATION, SOCIAL SCIENCE, ECONOMICS, SOCIOLOGY, POLITICAL SCIENCE, LAW, EDUCATION, LITERATURE, SCIENCE, AGRICULTURE, TECHNOLOGY, MILITARY SCIENCE, AND GENERAL BIBLIOGRAPHY. THE LIBRARIES' COLLECTIONS, WHICH RANGE FROM OBJECTS AND ARTIFACTS TO PRINTED AND DIGITAL RESOURCES, DIRECTLY SUPPORT THE RESEARCH AND INSTRUCTION MISSION OF THE UNIVERSITY BY ENSURING ACCESS TO CURRENT AND HISTORICAL KNOWLEDGE. THE LIBRARIES STRIVE TO PRESERVE UNIQUE COLLECTIONS FOR FUTURE GENERATIONS AND EXHIBIT A PORTION OF THE COLLECTIONS ON A ROTATING BASIS FREE OF CHARGE. THE LIBRARIES' GENERAL COLLECTIONS ARE AVAILABLE TO THE PUBLIC ON SITE AND TO OTHER COMMUNITIES THROUGH VARIOUS INTERLIBRARY LOAN CONSORTIA. ITEMS FROM THE SPECIAL COLLECTIONS ARE LOANED TO OTHER INSTITUTIONS WITH ESTABLISHED EXHIBITION PROGRAMS WITH PROFESSIONAL STAFF PROFICIENT IN HANDLING AND EXHIBITING ITEMS SAFELY. THE UNIVERSITY DOES NOT SOLICIT OR RECEIVE DONATIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS. ALL DONATIONS OF MATERIALS ARE ADDED TO THE EXISTING COLLECTIONS EXCEPT FOR NON-RARE, DUPLICATE ITEMS. THESE ITEMS ARE HELD FOR THE PERIOD SPECIFIED IN THE GIFT AGREEMENT (VARIES BY DONOR) OR A MINIMUM OF THREE YEARS BEFORE BEING REMOVED FROM THE COLLECTION. THE VALUE OF THESE MATERIALS IN THE MARKETPLACE IS NEGLIGIBLE, AND THEY ARE HANDLED THE SAME WAY THE LIBRARY HANDLES BOOKS THAT IT HAS PURCHASED THAT ARE NOW OUTDATED - IT SENDS THEM TO A NON-PROFIT VENDOR (BETTER WORLD BOOKS) WHO RESELLS THESE ITEMS, AND THE UNIVERSITY RECEIVES A PORTION OF THE SALE PRICE. THE TOTAL ACTIVITY WITH THIS VENDOR GENERATES LESS THAN $2K PER YEAR. THE UNIVERSITY OF PENNSYLVANIA ART COLLECTION INCLUDES OVER 8,000 ARTWORKS ACQUIRED DURING THE PAST 250 YEARS. THE COLLECTION IS DISPLAYED IN BUILDINGS AND OUTDOOR SPACES THROUGHOUT THE MAIN CAMPUS, THE MORRIS ARBORETUM, AND THE NEW BOLTON CENTER. DIVERSE IN SCOPE, THE COLLECTION INCLUDES PAINTING, SCULPTURE, WORKS ON PAPER, PHOTOGRAPHY, AND DECORATIVE ARTS. PENN'S ART COLLECTION IS INTENDED FOR THE ENRICHMENT OF ALL, AND ITS PUBLIC INSTALLATION ENHANCES THE DAILY EXPERIENCE OF STUDENTS, FACULTY, STAFF, AND COMMUNITY MEMBERS. THE PENN MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY HAS NOT SOLICITED OR RECEIVED DONATIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS RATHER THAN TO BE MAINTAINED AS PART OF THE ORGANIZATION'S COLLECTION. ANY PROSPECTIVE ACCESSIONING OR DEACCESSIONING OF MATERIALS IS REVIEWED BY THE MUSEUM'S ACQUISITIONS COMMITTEE IN ACCORDANCE WITH THE MUSEUM'S ACQUISITIONS POLICY AND PROCEDURES. ALL OBJECTS CONSIDERED FOR ACQUISITION ARE REVIEWED IN LIGHT OF THE 1970 UNESCO CONVENTION. OBJECTS OFFERED TO THE MUSEUM AND IMPORTED INTO THE UNITED STATES PRIOR TO THE ADOPTION OF THE UNESCO CONVENTION OF 1970 ARE CONSIDERED IN LIGHT OF THE LAWS IN PLACE IN THEIR COUNTRIES OF ORIGIN AT THE TIME OF THEIR DOCUMENTED APPEARANCE IN THE UNITED STATES. ACCESSIONED COLLECTIONS, WHICH ARE DOCUMENTED ARCHAEOLOGICAL AND ETHNOGRAPHIC MATERIAL, ARE ACQUIRED PRIMARILY FOR RESEARCH, EXHIBITION, AND PRESERVATION PURPOSES. THEY ARE ACCESSIONED UNDER THE CARE OF THE CURATORIAL SECTIONS. ARCHIVAL COLLECTIONS, WHICH ARE RECORDS OF EXPEDITIONS, RESEARCH, EXHIBITIONS, OR MUSEUM ADMINISTRATIVE RECORDS IN THE FORM OF EITHER DOCUMENTS OR VISUAL IMAGES (E.G. PHOTOGRAPHS) ARE ACCESSIONED UNDER THE CARE OF THE MUSEUM ARCHIVES. EDUCATIONAL MATERIALS, WHICH ARE OBJECTS WHOSE SOLE USE IS TO FACILITATE VARIOUS EDUCATIONAL PROGRAMS (E.G. OUTREACH PRESENTATIONS, TEACHERS' PACKAGES, OR CHILDREN'S WORKSHOPS) ARE DESIGNATED FOR TOUCHING AND HANDLING, ARE NOT ACCESSIONED AND ARE MANAGED BY THE LEARNING AND PUBLIC ENGAGEMENT DEPARTMENT. --------------------
SCHEDULE D, PART V, LINE 4 USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2025, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 7,978 DONOR-RESTRICTED ENDOWMENT FUNDS AND 1,008 QUASI-ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. DETAILS REGARDING THE VARIOUS ACTIVITIES CONDUCTED BY THE ORGANIZATION IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSES CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
SCHEDULE D, PART X, LINE 1 OTHER LIABILITIES DETAIL THE INTERCOMPANY DUE TO/(FROM) AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO/(DUE FROM) AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN UNIVERSITY AFFILIATES. --------------------
SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. --------------------
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990)
(Rev. January 2025)


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 instructions and the latest information.
OMB No. 1545-0047Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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
Yes
 
 
4
Does the organization maintain the following:
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain in 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 in Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (Rev. 1-2025)
Schedule E (Form 990) (Rev. 1-2025)
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, LINE 3 PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NON-DISCRIMINATORY POLICY. THE UNIVERSITY PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS, AND IN OTHER BROCHURES, WHICH DESCRIBE THE UNIVERSITY, ITS SCHOOLS, CENTERS, AND INSTITUTES. THE POLICY IS ALSO AVAILABLE ON THE UNIVERSITY'S HOMEPAGE. THEREFORE, THE UNIVERSITY IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. SEE: https://www.upenn.edu/ https://oeop.upenn.edu/resources/policies-handbooks-procedures --------------------
SCHEDULE E, LINE 6A DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY ALSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS.
Schedule E (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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
Antarctica 0 0 Grantmaking   500
Central America and the Caribbean 0 0 Program Services STUDY ABROAD/EDUCATION 198,460
Central America and the Caribbean 0 0 Program Services FIELD RESEARCH 125,854
Central America and the Caribbean 0 0 Program Services EDUCATION & TRAINING 83,022
Central America and the Caribbean 0 1 Send agents to seminar   71,970
Central America and the Caribbean 0 0 Program Services STUDY ABROAD/RESEARCH 44,061
Central America and the Caribbean 0 0 Program Services SOCIAL RESEARCH 24,393
Central America and the Caribbean 0 0 Conduct board meetings   6,480
Central America and the Caribbean 0 0 Program Services RECRUITING 3,554
Central America and the Caribbean 0 0 Fundraising   3,329
Central America and the Caribbean 0 0 Grantmaking   931
Central America and the Caribbean 0 0 Investments   8,505,684,844
East Asia and the Pacific 0 4 Program Services STUDY ABROAD/EDUCATION 2,651,007
East Asia and the Pacific 0 1 Send agents to seminar   1,778,758
East Asia and the Pacific 0 9 Program Services FIELD RESEARCH 1,776,977
East Asia and the Pacific 0 3 Fundraising   1,619,137
East Asia and the Pacific 0 2 Program Services EDUCATION & TRAINING 1,228,098
East Asia and the Pacific 0 0 Grantmaking   375,533
East Asia and the Pacific 0 0 Program Services CLINICAL TRIALS 246,976
East Asia and the Pacific 0 0 Program Services STUDY ABROAD/RESEARCH 171,283
East Asia and the Pacific 0 0 Program Services SOCIAL RESEARCH 159,526
East Asia and the Pacific 0 1 Program Services RECRUITING 98,366
East Asia and the Pacific 0 0 Conduct board meetings   31,323
East Asia and the Pacific 0 0 Investments   11,350,655
Europe (Including Iceland and Greenland) 1 90 Program Services FIELD RESEARCH 8,226,768
Europe (Including Iceland and Greenland) 0 3 Program Services STUDY ABROAD/EDUCATION 6,191,683
Europe (Including Iceland and Greenland) 0 1 Send agents to seminar   5,369,722
Europe (Including Iceland and Greenland) 0 3 Program Services EDUCATION & TRAINING 1,813,173
Europe (Including Iceland and Greenland) 0 0 Grantmaking   1,496,236
Europe (Including Iceland and Greenland) 0 13 Program Services SOCIAL RESEARCH 706,847
Europe (Including Iceland and Greenland) 0 0 Fundraising   619,634
Europe (Including Iceland and Greenland) 0 0 Program Services STUDY ABROAD/RESEARCH 358,347
Europe (Including Iceland and Greenland) 0 0 Program Services RECRUITING 260,859
Europe (Including Iceland and Greenland) 0 0 Program Services CLINICAL TRIALS 109,346
Europe (Including Iceland and Greenland) 0 0 Conduct board meetings   26,409
Europe (Including Iceland and Greenland) 0 0 Investments   1,767,865,744
Middle East and North Africa 1 181 Program Services FIELD RESEARCH 642,483
Middle East and North Africa 0 0 Send agents to seminar   440,927
Middle East and North Africa 0 0 Program Services STUDY ABROAD/EDUCATION 429,018
Middle East and North Africa 0 0 Fundraising   173,490
Middle East and North Africa 0 0 Grantmaking   172,703
Middle East and North Africa 0 1 Program Services EDUCATION & TRAINING 84,318
Middle East and North Africa 0 1 Program Services SOCIAL RESEARCH 71,533
Middle East and North Africa 0 0 Program Services RECRUITING 48,407
Middle East and North Africa 0 0 Program Services STUDY ABROAD/RESEARCH 40,463
Middle East and North Africa 0 0 Program Services CLINICAL TRIALS 23,000
North America 0 5 Program Services FIELD RESEARCH 1,619,272
North America 0 0 Program Services SOCIAL RESEARCH 1,109,159
North America 0 1 Send agents to seminar   1,034,064
North America 0 0 Program Services STUDY ABROAD/EDUCATION 116,339
North America 0 0 Grantmaking   74,254
North America 0 1 Program Services EDUCATION & TRAINING 66,573
North America 0 0 Program Services STUDY ABROAD/RESEARCH 55,634
North America 0 2 Fundraising   51,171
North America 0 11 Program Services RECRUITING 33,304
North America 0 0 Program Services CLINICAL TRIALS 2,650
North America 0 0 Conduct board meetings   1,042
North America 0 0 Investments   43,298,195
Russia and the Newly Independent States 0 1 Program Services FIELD RESEARCH 251,863
Russia and the Newly Independent States 0 0 Program Services STUDY ABROAD/EDUCATION 98,400
Russia and the Newly Independent States 0 0 Send agents to seminar   59,425
Russia and the Newly Independent States 0 0 Program Services STUDY ABROAD/RESEARCH 1,687
Russia and the Newly Independent States 0 0 Grantmaking   800
South America 0 1 Program Services EDUCATION & TRAINING 979,772
South America 0 8 Program Services SOCIAL RESEARCH 772,925
South America 0 0 Program Services STUDY ABROAD/EDUCATION 635,587
South America 0 8 Program Services FIELD RESEARCH 365,334
South America 0 1 Send agents to seminar   237,965
South America 0 0 Grantmaking   126,146
South America 0 0 Program Services STUDY ABROAD/RESEARCH 106,616
South America 0 0 Fundraising   50,731
South America 0 0 Program Services RECRUITING 20,015
South America 0 0 Program Services CLINICAL TRIALS 10,000
South Asia 0 2 Program Services FIELD RESEARCH 481,348
South Asia 0 1 Program Services EDUCATION & TRAINING 370,232
South Asia 0 0 Grantmaking   255,184
South Asia 0 0 Send agents to seminar   244,940
South Asia 0 0 Program Services STUDY ABROAD/EDUCATION 182,854
South Asia 0 3 Program Services SOCIAL RESEARCH 116,606
South Asia 0 0 Fundraising   106,987
South Asia 0 0 Program Services STUDY ABROAD/RESEARCH 50,821
South Asia 0 0 Program Services RECRUITING 18,372
South Asia 0 0 Program Services CLINICAL TRIALS 4,000
Sub-Saharan Africa 2 80 Program Services FIELD RESEARCH 3,841,624
Sub-Saharan Africa 0 0 Program Services SOCIAL RESEARCH 994,119
Sub-Saharan Africa 0 0 Program Services STUDY ABROAD/EDUCATION 759,477
Sub-Saharan Africa 0 1 Program Services EDUCATION & TRAINING 427,921
Sub-Saharan Africa 0 3 Send agents to seminar   215,908
Sub-Saharan Africa 0 0 Program Services CLINICAL TRIALS 166,678
Sub-Saharan Africa 0 0 Grantmaking   149,210
Sub-Saharan Africa 0 1 Program Services STUDY ABROAD/RESEARCH 145,940
Sub-Saharan Africa 0 0 Conduct board meetings   13,759
Sub-Saharan Africa 0 0 Program Services RECRUITING 5,612
Sub-Saharan Africa 0 0 Fundraising   4,076
Sub-Saharan Africa 0 0 Investments   494,823,740
3a Sub-total .... 0 20 8,515,301,375
b Total from continuation sheets to Part I ... 4 424 2,362,163,103
c Totals (add lines 3a and 3b) 4 444 10,877,464,478
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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)
South Asia SUPPORT 247,730 WIRE   N/A N/A
Sub-Saharan Africa LIPMAN FAMILY PRIZE 125,000 CHECKING   N/A N/A
East Asia and the Pacific RESEARCH AWARD 120,000 PO   N/A N/A
Europe (Including Iceland and Greenland) STUDENT TUITION 103,682 ELECTRONIC   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 86,106 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 82,934 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 79,746 PO   N/A N/A
East Asia and the Pacific RESEARCH AWARD 77,525 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 75,954 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 75,147 PO   N/A N/A
Europe (Including Iceland and Greenland) STUDENT TUITION 64,751 ELECTRONIC   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 55,331 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 53,426 PO   N/A N/A
East Asia and the Pacific RESEARCH AWARD 52,965 PO   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 49,910 WIRE/CHECK   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 49,669 WIRE/CHECK   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 48,876 PO   N/A N/A
Middle East and North America RESEARCH AWARD 48,607 PO   N/A N/A
East Asia and the Pacific RESEARCH AWARD 48,581 PO   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 47,390 WIRE/CHECK   N/A N/A
Middle East and North America RESEARCH AWARD 45,817 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 44,906 PO   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 43,702 WIRE/CHECK   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 40,087 PO   N/A N/A
Middle East and North America RESEARCH AWARD 39,717 PO   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 39,381 WIRE/CHECK   N/A N/A
North America RESEARCH AWARD 36,408 PO   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 36,378 WIRE/CHECK   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 36,000 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 32,895 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 32,046 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 31,920 PO   N/A N/A
Europe (Including Iceland and Greenland) THOURON AWARD 26,537 WIRE/CHECK   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 26,476 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 25,805 PO   N/A N/A
Middle East and North America RESEARCH AWARD 24,149 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 23,148 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 21,754 PO   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 16,743 PO   N/A N/A
Europe (Including Iceland and Greenland) MILLER INNOVATION FELLOWSHIP AWARD 15,000 ELECTRONIC   N/A N/A
North America RESEARCH AWARD 12,500 PO   N/A N/A
Europe (Including Iceland and Greenland) STUDENT TUITION 7,843 ELECTRONIC   N/A N/A
Europe (Including Iceland and Greenland) RESEARCH AWARD 5,606 PO   N/A N/A
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
43
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 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)
2024 PENN NURSING RENFIELD FDN AWARD South America 1 100,000 WIRE   N/A N/A
GAPSA AWARDS North America 15 19,367 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 21 19,347 NON-PO   N/A N/A
GAPSA AWARDS East Asia and the Pacific 5 17,600 NON-PO   N/A N/A
KOLB Sub-Saharan Africa 1 12,665 CONCUR   N/A N/A
SUMMER INTERNSHIP East Asia and the Pacific 1 12,000 CHECKING   N/A N/A
SUMMER INTERNSHIP Middle East and North America 1 10,750 CHECKING   N/A N/A
SUMMER INTERNSHIP South America 1 10,000 CHECKING   N/A N/A
SUMMER INTERNSHIP South America 1 8,000 CHECKING   N/A N/A
SUMMER INTERNSHIP Europe (Including Iceland and Greenland) 1 8,000 CHECKING   N/A N/A
SUMMER INTERNSHIP Europe (Including Iceland and Greenland) 1 8,000 CHECKING   N/A N/A
GAPSA AWARDS East Asia and the Pacific 11 7,954 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 9 7,920 NON-PO   N/A N/A
AWARD Sub-Saharan Africa 1 7,596 CONCUR   N/A N/A
GAPSA AWARDS East Asia and the Pacific 5 7,366 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 5 6,622 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 6 5,910 NON-PO   N/A N/A
AWARD Europe (Including Iceland and Greenland) 1 5,000 CHECK/MARKET   N/A N/A
KOLB Europe (Including Iceland and Greenland) 1 4,916 CONCUR   N/A N/A
GAPSA AWARDS South Asia 2 4,893 NON-PO   N/A N/A
GAPSA AWARDS East Asia and the Pacific 6 4,790 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 4 4,440 NON-PO   N/A N/A
GAPSA AWARDS East Asia and the Pacific 1 4,400 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 4 4,313 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 6 4,125 NON-PO   N/A N/A
GAPSA AWARDS South America 1 3,700 NON-PO   N/A N/A
KOLB Europe (Including Iceland and Greenland) 1 3,657 CONCUR   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 3 3,550 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 3 3,506 NON-PO   N/A N/A
GAPSA AWARDS East Asia and the Pacific 4 3,499 NON-PO   N/A N/A
GAPSA AWARDS Sub-Saharan Africa 2 2,970 NON-PO   N/A N/A
GAPSA AWARDS North America 3 2,910 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 2 2,622 NON-PO   N/A N/A
GAPSA AWARDS South America 4 2,517 NON-PO   N/A N/A
AWARD East Asia and the Pacific 1 2,100 NON-PO   N/A N/A
PRIZES East Asia and the Pacific 1 2,000 ELECTRONIC   N/A N/A
GAPSA AWARDS East Asia and the Pacific 2 1,644 NON-PO   N/A N/A
RESEARCH AWARD East Asia and the Pacific 3 1,608 ELECTRONIC   N/A N/A
GAPSA AWARDS East Asia and the Pacific 2 1,400 NON-PO   N/A N/A
RESEARCH AWARD South Asia 2 1,310 ELECTRONIC   N/A N/A
KOLB South Asia 1 1,251 CONCUR   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 1 1,250 NON-PO   N/A N/A
RESEARCH AWARD East Asia and the Pacific 1 1,200 ELECTRONIC   N/A N/A
GAPSA AWARDS Middle East and North Africa 1 1,200 NON-PO   N/A N/A
GAPSA AWARDS Middle East and North Africa 1 1,080 NON-PO   N/A N/A
KAISER FAMILY FOUNDATION MERIT AWARD 2025 North America 1 1,000 CHECKING   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 1 1,000 NON-PO   N/A N/A
PRIZES Europe (Including Iceland and Greenland) 1 1,000 ELECTRONIC   N/A N/A
SUMMER STUDENT FIELD FUNDS East Asia and the Pacific 1 1,000 CONCUR   N/A N/A
GORDION FUND Europe (Including Iceland and Greenland) 1 1,000 CONCUR   N/A N/A
GAPSA AWARDS Sub-Saharan Africa 2 980 NON-PO   N/A N/A
KOLB Central America and the Caribbean 1 931 CONCUR   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 1 868 NON-PO   N/A N/A
GAPSA AWARDS Europe (Including Iceland and Greenland) 1 840 NON-PO   N/A N/A
GAPSA AWARDS South America 1 829 NON-PO   N/A N/A
WIEP LA 2025 TRAVEL AWARD Russia and the Newly Independent States 1 800 CHECKING   N/A N/A
RESEARCH AWARD East Asia and the Pacific 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD South America 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD North America 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD Middle East and North Africa 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD East Asia and the Pacific 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC   N/A N/A
RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC   N/A N/A
GAPSA AWARDS Antarctica 1 500 NON-PO   N/A N/A
PRIZES South America 1 500 ELECTRONIC   N/A N/A
PRIZES East Asia and the Pacific 1 500 ELECTRONIC   N/A N/A
RESEARCH AWARD East Asia and the Pacific 1 500 ELECTRONIC   N/A N/A
GAPSA AWARDS East Asia and the Pacific 1 500 NON-PO   N/A N/A
PRIZES Europe (Including Iceland and Greenland) 1 500 ELECTRONIC   N/A N/A
PRIZES Europe (Including Iceland and Greenland) 1 500 ELECTRONIC   N/A N/A
PRIZES Europe (Including Iceland and Greenland) 1 500 ELECTRONIC   N/A N/A
KOLB Middle East and North Africa 1 332 CONCUR   N/A N/A
GAPSA AWARDS Middle East and North Africa 1 300 NON-PO   N/A N/A
PRIZES North America 1 200 ELECTRONIC   N/A N/A
PRIZES East Asia and the Pacific 1 200 ELECTRONIC   N/A N/A
PRIZES Middle East and North Africa 1 150 ELECTRONIC   N/A N/A
RESEARCH AWARD North America 1 113 ELECTRONIC   N/A N/A
PRIZES Europe (Including Iceland and Greenland) 1 75 ELECTRONIC   N/A N/A
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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 PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. --------------------
SCHEDULE F, PART II & III DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAY MAKE SUB-CONTRACTS TO FOREIGN INSTITUTIONS TO PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-CONTRACTS AS GRANTS FOR FORM 990, SCHEDULE F, PART II AND III PURPOSES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SW
 
CEDAR RAPIDS, IA52404 		MANAGE CALL CENTERS   No 934,713 594,765 339,948
ACD DIRECT INC
520 N MARKET PLACE DR STE 200
 
CENTERVILLE, UT84014 		INBOUND CALL CENTER   No 211,292 6,734 204,558
CHARITABLE AUTO RESOURCES
4669 MURPHY CANYON RD STE 100
 
SAN DIEGO, CA92123 		VEHICLE DONATIONS   No 153,673 38,395 115,278
FALCON FUNDRAISING INC
1140 ABBOT RD 109
 
EAST LANSING, MI48823 		TELE- MARKETING   No 26,235 5,806 20,429
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 1,325,913 645,700 680,213
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.
All States
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
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

MNLIGHT & ROSES
(event type) 		(b) Event #2

FALL GOLF OUTNG
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
319,168
201,829
220,819
741,816

2
Less: Contributions . . . .
203,136
0
110,819
313,955
3 Gross income (line 1 minus
line 2) . . . . . .
116,032
201,829
110,000
427,861



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 0 3,630 3,000 6,630
6 Rent/facility costs . . . . 0 101,277 26,000 127,277
7 Food and beverages . . . 0 0 0 0
8 Entertainment . . . . 0 0 0 0
9 Other direct expenses . . . 215,127 3,477 31,587 250,191
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 384,098
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 43,763
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? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
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 (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    25,175,402 0 25,175,402 0.230 %
b Medicaid (from Worksheet 3, column a) . . . . .            
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     703,404,394 513,710,249 189,694,145 1.720 %
d Total Financial Assistance and Means-Tested Government Programs . . . . .     728,579,796 513,710,249 214,869,547 1.950 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).            
f Health professions education (from Worksheet 5) . . .     166,581,503 84,105,983 82,475,520 0.750 %
g Subsidized health services (from Worksheet 6) . . . .            
h Research (from Worksheet 7) .     1,064,881,022 881,755,463 183,125,559 1.670 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .            
j Total. Other Benefits . .     1,231,462,525 965,861,446 265,601,079 2.420 %
k Total. Add lines 7d and 7j .     1,960,042,321 1,479,571,695 480,470,626 4.370 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members		            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
93,314,003
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
4,148,394
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
841,372,561
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
884,084,518
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-42,711,957
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 THE HOSPITAL OF THE UNIV OF PENN
3400 SPRUCE STREET
PHILADELPHIA,PA19104
WWW.PENNMEDICINE.ORG
LICENSE# 341101 		X X   X X X X      
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
THE HOSPITAL OF THE UNIV OF PENN
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 24
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SCH H, PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
THE HOSPITAL OF THE UNIV OF PENN
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.%
and FPG family income limit for eligibility for discounted care of 300.%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SCH H, PART V, SECT. C
b
SCH H, PART V, SECT. C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
THE HOSPITAL OF THE UNIV OF PENN
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
THE HOSPITAL OF THE UNIV OF PENN
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA) THE HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") AND THE PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS ("PACDC") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. HCIF AND PACDC DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH. THIS METHODOLOGY INVOLVED COLLECTING AND ANALYZING BOTH QUANTITATIVE AND QUALITATIVE DATA, WHILE INCORPORATING SECONDARY DATA SOURCES TO COMPREHENSIVELY ASSESS THE REGION'S HEALTH STATUS. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - DOYLESTOWN HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/supporting-our-communities --------------------
PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. STRATEGY PUBLIC AVAILABILITY) A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: https://www.pennmedicine.org/supporting-our-communities OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2025, AS PERMITTED UNDER THE REGULATIONS. --------------------
PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT), AS WELL AS THE FOLLOWING: https://www.pennmedicine.org/supporting-our-communities TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT https://www.pennmedicine.org/news/community-impact --------------------
PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/patient-resources/policies/financial-assistan ce ------------------
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?17
Name and address Type of Facility (describe)
1 PENN MEDICINE AT RADNOR
250 KING OF PRUSSIA ROAD
BALA CYNWYD,PA19004 		OUTPATIENT FACILITY
2 PENN MEDICINE AT BUCKS COUNTY
777 TOWNSHIP LINE ROAD
YARDLEY,PA19067 		OUTPATIENT FACILITY
3 PENN MEDICINE AT VALLEY FORGE
1001 CHESTERBROOK BLVD
BERWYN,PA19312 		OUTPATIENT FACILITY
4 PENN MEDICINE AT WOODBURY HEIGHTS
1006 MANTUA PIKE
WOODBURY HEIGHTS,NJ08097 		OUTPATIENT FACILITY
5 PENN MEDICINE AT RITTENHOUSE
1800 LOMBARD STREET
PHILADELPHIA,PA19146 		INPATIENT REHABILITATION
6 ANATOMY CHEMISTRY
420 GUARDIAN DRIVE
PHILADEPHIA,PA19104 		RESEARCH FACILITY
7 BIOMEDICAL RESEARCH BUILDING 2
500 OSLER CIRCLE
PHILADELPHIA,PA19104 		RESEARCH FACILITY
8 BLOCKLEY HALL
423 GUARDIAN DRIVE
PHILADELPHIA,PA19104 		RESEARCH FACILITY
9 CAROLYN HOFF LYNCH BIOLOGY LAB
435 S UNIVERSITY AVENUE
PHILADELPHIA,PA19104 		RESEARCH FACILITY
10 CHEMISTRY LABORATORIES - 1958 WING
231 S 34TH STREET
PHILADELPHIA,PA19104 		RESEARCH FACILITY
11 CHESTNUT HALL
3900 CHESTNUT STREET
PHILADELPHIA,PA19104 		RESEARCH FACILITY
12 CLINICAL RESEARCH BUILDING
415 CURIE BLVD
PHILADELPHIA,PA19104 		RESEARCH FACILITY
13 GL LABORATORY BUILDING
500 S RIDGEWAY
GLENOLDEN,PA19036 		RESEARCH FACILITY
14 GODDARD LABORATORIES
3710 HAMILTON WALK
PHILADELPHIA,PA19104 		RESEARCH FACILITY
15 HAYDEN HALL
3320 SMITH WALK
PHILADELPHIA,PA19104 		RESEARCH FACILITY
16 PERELMAN CENTER FOR ADVANCED MEDICINE
3400 CIVIC CENTER BOULEVARD
PHILADELPHIA,PA19104 		OUTPATIENT FACILITY
17 PENN MEDICINE CHERRY HILL
1865 NJ-70
CHERRY HILL,NJ08003 		OUTPATIENT FACILITY
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $9,019,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2025. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. --------------------
PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. --------------------
PART III, LINE 9B (COLLECTION PRACTICES) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT) PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) COMPRISED OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), PENN PRESBYTERIAN MEDICAL CENTER (PPMC), PENNSYLVANIA HOSPITAL (PAH), PRINCETON HEALTH (PH), CHESTER COUNTY HOSPITAL (CCH), AND LANCASTER GENERAL HEALTH (LGH). DOYLESTOWN HEALTH ALSO BECAME PART OF UPHS AS OF APRIL 1, 2025. EVIDENT BY $425.8 MILLION IN CHARITY AND UNDERFUNDED MEDICAID CARE PROVIDED TO FAMILIES, THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. PENN MEDICINE HAS INVESTED AND SUSTAINED INSTITUTION-WIDE, COMPREHENSIVE PROGRAMS THAT ANCHOR OUR CHARGE IN COMMUNITY HEALTH. THESE PROGRAMS ARE EVIDENCE OF PENN MEDICINE INTEGRATING COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRIORITIES TO GUIDE STRATEGY, OPERATIONS, AND INVESTMENTS: - THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) AT PENN MEDICINE COLLABORATES CLOSELY WITH A NETWORK OF HEALTHCARE LEADERS, CLINICAL TEAMS, COMMUNITY PARTNERS, AND RESEARCH FELLOWS TO TRANSFORM SCIENTIFIC RESEARCH INTO PRACTICAL, IMPACTFUL STRATEGIES. THROUGH FOCUSED EFFORTS IN RESEARCH AND EVALUATION, CARE TRANSFORMATION, EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT, CHEA IS DEDICATED TO ENHANCING CARE DELIVERY, FOSTERING MEANINGFUL CONNECTIONS WITH THOSE LIVING NEAR OUR HOSPITALS, AND INSPIRING THE NEXT GENERATION OF SCIENTISTS AND HEALTHCARE PROVIDERS. - THE CENTER FOR HEALTH JUSTICE (CHJ) WORKS TO ADVANCE HEALTH THROUGH SUPPORT PROVIDED TO COMMUNITIES HARMED BY STRUCTURAL INEQUITY. ITS TWO MAIN GROUPS-URBAN HEALTH LAB AND HEALTH JUSTICE TRANSFORMATION-LEAD RESEARCH, COMMUNITY ACTION, AND HEALTH SYSTEM REFORM. CHJ COLLABORATES ACROSS PENN MEDICINE AND THE UNIVERSITY OF PENNSYLVANIA TO GUIDE STRATEGY AND BUILD INFRASTRUCTURE FOR LASTING CHANGE. THROUGH ITS HEALTH JUSTICE TRANSFORMATION PORTFOLIO, CHJ PARTNERS WITH STAFF AND LEADERS TO EMBED TRANSFORMATIVE COMMUNITY SUPPORT INTO HEALTH SYSTEM OPERATIONS AND POLICY. - THE PENN CENTER FOR COMMUNITY HEALTH WORKERS WORKS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH OUTCOMES. SINCE ITS CREATION, THE CENTER HAS SUPPORTED CLOSE TO 25,000 PEOPLE IN OUR REGION BY LEVERAGING THE COMPASSION AND RESOURCEFULNESS OF COMMUNITY HEALTH WORKERS TO PROVIDE TRUSTED, PERSON-CENTERED SUPPORT. COMMUNITY HEALTH WORKERS PARTNER WITH PATIENTS TO ADDRESS VARIOUS ASPECTS OF THEIR LIVES THAT IMPACT HEALTH-FROM NAVIGATING THE HEALTH SYSTEM TO TACKLING UNDERLYING SOCIAL BARRIERS, SUCH AS UNSTABLE HOUSING, SOCIAL ISOLATION, AND UNEMPLOYMENT. - THE PENN MEDICINE WHARTON FUND FOR HEALTH IS IN PARTNERSHIP WITH THE SOCIAL IMPACT INITIATIVE AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL, AND WORKS TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH FOR PHILADELPHIANS. INITIALLY COMMITTING $5 MILLION OVER THREE YEARS, THIS INITIATIVE INVESTS IN INNOVATIVE, FORWARD-THINKING VENTURES CREATING MEANINGFUL IMPROVEMENTS IN OUR CITY'S HEALTH WHILE FOSTERING SUSTAINABLE AND PROFITABLE COMPANIES THAT GENERATE JOBS AND ECONOMIC OPPORTUNITIES FOR MORE RESIDENTS. BUILDING ON THE SUCCESS OF THE INITIAL STARTUPS AND THEIR POSITIVE EFFECT ON HEALTH INEQUITIES, INVESTMENT IN FUND FOR HEALTH WILL CONTINUE. - THE PENN MEDICINE CARES GRANT WILL CONTINUE TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION IN PHILADELPHIA DEVELOPED BY A COALITION OF AREA HOSPITALS WITH AN AMPLIFIED COMMUNITY VOICE TO GUIDE, THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR PHILADELPHIA AND THE SURROUNDING COUNTIES IN PENNSYLVANIA WAS COMPLETED IN 2025. THE FOLLOWING NEEDS WERE NAMED AS PRIORITY: TRUST AND COMMUNICATION DISCRIMINATION IN HEALTH CARE CHRONIC DISEASE PREVENTION AND MANAGEMENT ACCESS TO CARE (PRIMARY AND SPECIALTY) HEALTHCARE AND HEALTH RESOURCES NAVIGATION MENTAL HEALTH ACCESS SUBSTANCE USE AND RELATED DISORDERS HEALTHY AGING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES FOOD ACCESS HOUSING INSECURITY NEIGHBORHOOD CONDITIONS YOUTH PRIORITIES: YOUTH MENTAL HEALTH LACK OF RESOURCES/KNOWLEDGE OF RESOURCES SUBSTANCE USE AND RELATED DISORDERS BULLYING GUN VIOLENCE ACCESS TO PHYSICAL ACTIVITY ACTIVITIES FOR YOUTH ACCESS TO GOOD SCHOOLS IN RESPONSE TO THE PRIORITIZED NEEDS OF OUR COMMUNITY, LISTED ABOVE, PENN MEDICINE'S PHILADELPHIA-BASED HOSPITALS, HUP, PPMC, AND PAH, HAVE DEVELOPED NUMEROUS PROGRAMS IN NEIGHBORHOODS NEAR OUR HOSPITALS. FOLLOWING PLEASE FIND A LIST OF PROGRAMS PENN MEDICINE INVESTS IN AND MAINTAINS WITH AN AIM TO IMPROVE COMMUNITY HEALTH IN THE RESPECTIVE CHNA NEED AREAS; THE FOLLOWING REPRESENTS A SELECTION OF KEY INITIATIVES AND IS NOT AN EXHAUSTIVE LIST: BUILDING TRUST AND IMPROVING COMMUNICATION TRUST AND CLEAR COMMUNICATION ARE ESSENTIAL TO STRONG PATIENT-PROVIDER RELATIONSHIPS. BREAKDOWNS IN COMMUNICATION CAN ERODE TRUST AND LEAD TO DISENGAGEMENT AND POORER HEALTH OUTCOMES. TO ADDRESS THIS, PENN MEDICINE EMPHASIZES PROACTIVE STORYTELLING AND OUTWARD-FACING COMMUNICATION THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE USES ITS COMMUNITY EVENTS CALENDAR TO PROMOTE SUPPORT GROUPS, CLASSES, PROFESSIONAL DEVELOPMENT, AND HEALTH PROGRAMS - THUS IMPROVING CONNECTEDNESS BETWEEN AREA RESIDENTS OUR PHILADELPHIA HOSPITALS. THE COMMUNITY RELATIONS TEAM FACILITATES VOLUNTEER REQUESTS TO BRING EMPLOYEE EXPERTS AND HEALTH SYSTEM SERVICES DIRECTLY INTO NEIGHBORHOODS. ADDITIONALLY, THERE ARE A BREADTH OF EMPLOYEES AND DEPARTMENTS ACROSS THE HEALTH SYSTEM WORKING WITHIN OUR COMMUNITY IN THEIR OWN AREA OF EXPERTISE. TO REDUCE PATIENT FRUSTRATION AND IMPROVE UNDERSTANDING FOR PATIENTS IN PAH'S EMERGENCY DEPARTMENT WAITING ROOM, ANIMATED VIDEOS WERE CREATED AND EXPLAIN THE EMERGENCY DEPARTMENT PROCESSES-SUCH AS TRIAGE, CONDUCT EXPECTATIONS, AND WHAT TO ANTICIPATE DURING A VISIT. THE VIDEOS PLAY AS PATIENTS ENTER AND WAIT AND ARE AVAILABLE IN ENGLISH AND SPANISH FOR ACCESSIBILITY. DEVELOPED WITH INPUT FROM PENN MEDICINE'S COMMUNITY ADVISORY BOARDS AND PATIENT FAMILY ADVISORY COUNCILS, THE VIDEOS ENSURE CONTENT REFLECTS COMMUNITY NEEDS, STRENGTHENS TRUST, AND ENHANCES THE OVERALL EMERGENCY CARE EXPERIENCE. THE PENN MEDICINE LISTENING LAB ELEVATES THE LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, STAFF, AND PROVIDERS TO STRENGTHEN A UNIFIED CULTURE OF CAREGIVING. THROUGH A FACILITATED, HIPAA-COMPLIANT PROCESS, STORIES ARE RECORDED, COLLABORATIVELY EDITED, AND SHARED WITH THE STORYTELLER'S CONSENT. THESE NARRATIVES ARE USED ACROSS THE HEALTH SYSTEM-IN EMPLOYEE ORIENTATION, MEDICAL AND NURSING EDUCATION, PATIENT AND FAMILY ADVISORY COMMITTEE COLLABORATIONS, LEADERSHIP MEETINGS, STAFF HUDDLES, INTERNAL COMMUNICATIONS, AND CLINICAL-ROOM SCREENSAVERS. FOR MANY STORYTELLERS, THE PROCESS IS ALSO VALIDATING, COMFORTING, AND HEALING. IN 2024, PENN MEDICINE INTRODUCED A PATIENT QUALITY AND SAFETY WEBSITE AND DASHBOARD OFFERING TRANSPARENT, REGULARLY UPDATED DATA ON MEASURES SUCH AS PREVENTIVE CARE, INFECTIONS, MORTALITY, AND HOME HEALTH OUTCOMES. WHERE POSSIBLE, RESULTS ARE COMPARED WITH STATE AND NATIONAL BENCHMARKS TO SUPPORT INFORMED DECISION-MAKING. CLEAR NARRATIVES AND SELECT EXPLAINER VIDEOS HELP MAKE THE DATA MORE ACCESSIBLE AND HIGHLIGHT PENN MEDICINE'S QUALITY AND SAFETY STRATEGIES, PATIENT EXPERIENCE INSIGHTS, AND COMMUNITY HEALTH GOALS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICE REQUIRES HOSPITALS TO POST MACHINE-READABLE LISTS OF STANDARD CHARGES, UPDATED ANNUALLY. PENN MEDICINE'S "TRANSPARENCY IN PRICING" WEBPAGE ALLOWS PATIENTS TO ACCESS THESE CHARGEMASTER DETAILS, VIEW NEGOTIATED PRICE LISTS, AND REQUEST COST ESTIMATES THROUGH MYCHART OR BY PHONE.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT. ELIMINATING DISCRIMINATION IN HEALTH CARE THE FOLLOWING PENN MEDICINE PROGRAMS ADDRESS THE DISCRIMINATION IN HEALTH CARE PRIORITY: THE ONCOLINK TEAM IN RADIATION ONCOLOGY HAS PROVIDED TRAUMA-INFORMED CARE TRAINING TO 804 MULTIDISCIPLINARY CARE TEAM MEMBERS ACROSS UPHS' PHILADELPHIA HOSPITALS. THROUGH INTERACTIVE CASE DISCUSSIONS AND EXPERIENTIAL LEARNING, PARTICIPANTS BUILD UNDERSTANDING OF TRAUMA, ADVERSE CHILDHOOD EXPERIENCES (ACES), TRAUMA RESPONSES, AND SENSITIVE PRACTICE TECHNIQUES. PRE- AND POST-TRAINING SURVEYS MEASURE KNOWLEDGE, COMPETENCE, BARRIERS, AND NEEDED SUPPORT. ADDITIONALLY, PENN'S DEPARTMENT OF EMERGENCY MEDICINE IS EMBEDDING TRAUMA-INFORMED CARE INTO ALL ASPECTS OF EMERGENCY MEDICINE'S OPERATIONS, TO REDUCE STIGMA AND CREATE HEALING-CENTERED ENVIRONMENTS. HUP HAS ENHANCED INTERPRETER SERVICES BY PRIORITIZING IN-PERSON SUPPORT, HIRING MORE MULTILINGUAL STAFF, AND STRENGTHENING DOCUMENTATION STANDARDS. UPHS IS CURRENTLY EXPANDING THIS MODEL ACROSS ITS PHILADELPHIA HOSPITALS IN ORDER TO IMPROVE COMMUNICATION FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY. A JOINT PENN-CHOP INITIATIVE, ALLIANCE OF MINORITY PHYSICIANS SUPPORTS MEDICAL STUDENTS, TRAINEES, AND FACULTY THROUGH MENTORSHIP, NETWORKING, AND PROFESSIONAL DEVELOPMENT-PROMOTING EQUAL TREATMENT, ATTRACTING TALENT, AND FOSTERING INCLUSIVE LEARNING ENVIRONMENTS. THE PERINATAL RESOURCES FOR OPIOID USE DISORDER (PROUD) CLINIC DELIVERS COMPREHENSIVE, AFFIRMING CARE FOR PERINATAL PATIENTS WITH SUBSTANCE USE DISORDERS THROUGH AN INTERDISCIPLINARY TEAM SPANNING SOCIAL WORK, PHARMACY, PSYCHIATRY, OB/GYN, AND FAMILY MEDICINE. THE SICKLE CELL DISEASE TASK FORCE PROMOTES EQUITABLE CARE FOR PATIENTS WITH SICKLE CELL DISEASE BY DEVELOPING STANDARDIZED PROTOCOLS AND USING DATA DASHBOARDS TO TRACK CARE. THIS APPROACH IMPROVES CONSISTENCY, PAIN MANAGEMENT, AND OVERALL QUALITY OF CARE. PENN PSYCHIATRY OFFERS SPECIALIZED BEHAVIORAL HEALTH CLINICS, INCLUDING Q-MUNITY WELLNESS FOR UNINSURED LGBTQ+ PATIENTS, AN LGBTQ+ DBT SKILLS GROUP, A MEDICAID-DESIGNATED PTSD PROGRAM, AND THE SOUTHEAST ASIAN PROGRAM AT HALL-MERCER, PROVIDING MULTILINGUAL, CULTURALLY TAILORED SERVICES. WITH AN AIM TO MONITOR CARE DISPARITIES AND PREVENT DISCRIMINATION, CHEA CREATED THE EQUITY AND QUALITY DASHBOARD AND HEALTH RELATED SOCIAL NEEDS DASHBOARD. PENN MEDICINE IS STANDARDIZING DATA COLLECTION TO BETTER MEASURE POTENTIAL INEQUITIES AND GUIDE DATA-DRIVEN INTERVENTIONS. IMPROVING THE MANAGEMENT AND PREVENTION OF CHRONIC DISEASES CHRONIC DISEASES-SUCH AS HYPERTENSION, DIABETES, COPD, AND STROKE-ARE LEADING CAUSES OF DEATH IN THE PENN MEDICINE SERVICE AREA. PENN MEDICINE ADDRESSES THESE CONDITIONS THROUGH EVIDENCE-BASED SCREENING, DIAGNOSIS, AND MANAGEMENT, WHILE IMPLEMENTING HEALTH SYSTEM AND COMMUNITY STRATEGIES TO PREVENT DISEASE AND OVERCOME BARRIERS TO CARE. EARLY DETECTION ENABLES TIMELY TREATMENT, BETTER OUTCOMES, AND IMPROVED LONG-TERM HEALTH. SINCE 2021, PENN MEDICINE, IN PARTNERSHIP WITH SIEMENS HEALTHINEERS, HAS PROVIDED NEARLY 1,000 FREE MAMMOGRAMS, DETECTING NINE BREAST CANCERS-EXCEEDING THE TYPICAL SCREENING DETECTION RATE. BUILDING ON THE ABRAMSON CANCER CENTER'S SCREENING PROGRAMS FOR UNDERSERVED COMMUNITIES, PENN MEDICINE LAUNCHED ITS OWN MOBILE MAMMOGRAPHY VAN IN JULY 2025. THE VAN OFFERS 3D BREAST IMAGING IN A PRIVATE, COMFORTABLE SETTING AND HAS VISITED HEALTH FAIRS, COMMUNITY EVENTS, AND CORPORATE CAMPUSES ACROSS THE GREATER PHILADELPHIA AREA. PATIENTS' INSURANCE WILL BE BILLED IF APPLICABLE, AND NO ONE IS TURNED AWAY FOR LACK OF COVERAGE. ORGANIZATIONS REQUEST THE VAN ONLINE, WITH A PUBLIC EVENT CALENDAR AVAILABLE. SINCE 2014, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS PROVIDED FREE BREAST CANCER SCREENINGS, DIAGNOSTICS, AND TREATMENT TO NEARLY 7,000 UNDERSERVED AND UNINSURED WOMEN, PARTNERING WITH REGIONAL NONPROFITS AND CLINICS. FIFTY-SEVEN PERCENT OF PARTICIPANTS DID NOT SPEAK ENGLISH. THROUGH FY2025, 803 BIOPSIES WERE PERFORMED, IDENTIFYING AND TREATING 137 BREAST CANCER CASES. PENN MEDICINE'S ONCOLOGY NURSES AND PATIENT NAVIGATORS GUIDE BREAST CANCER PATIENTS FROM DIAGNOSIS THROUGH SURVIVORSHIP, HELPING THEM PERSONALLY UNDERSTAND TREATMENT OPTIONS, SCHEDULE CARE, ACCESS RESOURCES, AND EXPLORE CLINICAL TRIALS-EMPOWERING PATIENTS AND FAMILIES THROUGHOUT THEIR JOURNEY. PENN MEDICINE'S COLORECTAL CANCER SCREENING OUTREACH PROMOTES COLORECTAL CANCER SCREENING THROUGH COMMUNITY EVENTS, MAILED FIT KITS, AND TEXT REMINDERS. PARTNERING WITH LOCAL GROUPS AND CLINICS, IT TARGETS UNDERSERVED POPULATIONS AND SUPPORTS FOLLOW-UP FOR POSITIVE RESULTS TO CLOSE SCREENING GAPS. THE INNOVATIVE CUT HYPERTENSION PROJECT TURNS THE CORNER BARBER SHOP IN UNDERSERVED COMMUNITIES INTO HEALTH HUBS, OFFERING BLOOD PRESSURE SCREENINGS, EDUCATION ON HYPERTENSION, DIET, AND EXERCISE, WHILE BUILDING TRUST WITH LOCAL RESIDENTS. UNITED COMMUNITY CLINIC (UCC) UCC PROVIDES FREE, LONG-TERM PRIMARY AND PREVENTIVE CARE TO UNDERINSURED INDIVIDUALS IN THE WEST AND SOUTHWEST PHILADELPHIA. PARTNERING WITH LOCAL ORGANIZATIONS, UCC ENGAGES STUDENTS IN DEVELOPING CARE PLANS, OFFERING MEDICATIONS, LIFESTYLE SUPPORT, EDUCATION, AND REGULAR FOLLOW-UP FOR CHRONIC DISEASE MANAGEMENT. SUPPORTING HEALTHCARE AND HEALTH RESOURCES NAVIGATION PENN MEDICINE ADDRESSED THE HEALTHCARE AND HEALTH RESOURCES NAVIGATION PRIORITY BY FINANCING SYSTEMS THAT HELP PATIENTS-PARTICULARLY VULNERABLE POPULATIONS-NAVIGATE HEALTH AND SOCIAL SERVICES. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS, A NATIONAL CENTER OF EXCELLENCE, ADVANCES RESEARCH AND BEST PRACTICES IN COMMUNITY HEALTH WORK AND LEADS IMPLEMENTATION OF THE IMPACT PROGRAM, WHICH INTEGRATES COMMUNITY HEALTH WORKERS INTO CARE TEAMS TO IMPROVE REFERRALS, DATA PROCESSES, AND COMMUNICATION. THESE WORKERS HELP PATIENTS NAVIGATE HEALTH AND SOCIAL SYSTEMS, CONNECT TO APPROPRIATE CARE, AND ADVOCATE FOR THEIR NEEDS. THE PHMC PUBLIC HEALTH CAMPUS ON CEDAR, ANCHORED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE, WAS REDEVELOPED BY PENN MEDICINE AND PARTNERS AFTER A PREVIOUS OPERATOR ANNOUNCED PLANS TO CLOSE THE HOSPITAL. TODAY, THE CAMPUS PROVIDES HIGH-QUALITY, COMMUNITY-INFORMED MEDICAL AND SOCIAL SERVICES FOR WEST AND SOUTHWEST PHILADELPHIA. THROUGH A PARTNERSHIP WITH PHMC, PENN MEDICINE MANAGES EMERGENCY, INPATIENT, AND BEHAVIORAL HEALTH SERVICES, ALONGSIDE COALITION PARTNERS INCLUDING CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE INDEPENDENCE BLUE CROSS FOUNDATION. THE CAMPUS FOCUSES ON HEALTH EQUITY AND EXPANDS COMMUNITY ACCESS TO PRIMARY CARE, BEHAVIORAL HEALTH, ACUTE CARE, SUBSTANCE USE TREATMENT, AND OTHER SOCIAL SUPPORTS. PA NAVIGATE IS A STATEWIDE PLATFORM VESTED BY PENN MEDICINE TO CONNECT PATIENTS WITH ESSENTIAL HEALTH AND SOCIAL SERVICES, INCLUDING FOOD, HOUSING, TRANSPORTATION, AND BEHAVIORAL HEALTH SUPPORTS. BY STREAMLINING REFERRALS AND COORDINATING CARE AMONG PROVIDERS AND COMMUNITY ORGANIZATIONS, THE TOOL REDUCES BARRIERS AND IMPROVES EQUITABLE ACCESS TO RESOURCES. INTEGRATED INTO PENN MEDICINE'S CARE COORDINATION WORKFLOWS, PA NAVIGATE IS USED BY COMMUNITY HEALTH WORKERS, SOCIAL WORKERS, AND OTHER STAFF TO PROVIDE TIMELY, CULTURALLY RESPONSIVE ASSISTANCE. THE SOCIAL NEEDS RESPONSE TEAM (SNRT), CREATED BY PENN MEDICINE'S DEPARTMENT OF SOCIAL WORK WITH SUPPORT FROM THE CENTER FOR HEALTH EQUITY ADVANCEMENT, IS A VIRTUAL CALL CENTER PROVIDING PATIENTS AND THE WIDER PHILADELPHIA COMMUNITY WITH ACCESS TO RESOURCES THAT ADDRESS SOCIAL NEEDS. SUPERVISED BY A CLINICAL SOCIAL WORKER, AN INTERDISCIPLINARY TEAM OF HEALTH PROFESSIONALS ASSISTS WITH SAFETY, DISTRESS, AND OTHER UNMET NEEDS TO REDUCE RESIDENTS' IMPACT ON HEALTH. PUENTES DE SALUD IS A NONPROFIT - SUPPORTED BY PENN MEDICINE - SERVING UNINSURED RESIDENTS OF PHILADELPHIA, HELPING PATIENTS WITH COMPLEX MEDICAL NEEDS NAVIGATE THE HEALTH CARE SYSTEM, ACCESS APPROPRIATE CARE, SCHEDULE APPOINTMENTS, AND OBTAIN SUPPORTIVE SERVICES. PENN MEDICINE'S LGBTQ+ PATIENT NAVIGATION PROGRAM ADVANCES HEALTH EQUITY BY HELPING LGBTQ+ PATIENTS ACCESS HIGH-QUALITY CARE. NAVIGATORS ASSIST WITH FINDING KNOWLEDGEABLE PROVIDERS, COORDINATING APPOINTMENTS, AND ADDRESSING INSURANCE AND SPECIALIZED CARE BARRIERS, FOSTERING TRUST AND ENSURING CARE IS RESPECTFUL AND RESPONSIVE TO THE UNIQUE NEEDS OF LGBTQ+ COMMUNITIES. THE CENTER FOR SURGICAL HEALTH (CSH) HELPS UNINSURED AND UNDERINSURED PATIENTS ACCESS NECESSARY SURGICAL CARE BY PROVIDING NAVIGATION THROUGHOUT THE SURGICAL JOURNEY AND ADDRESSING BARRIERS SUCH AS INSURANCE, LANGUAGE, TRANSPORTATION, AND CARE COORDINATION. WORKING WITH FINANCIAL ADVOCATES AND COMMUNITY PARTNERS, CSH INTEGRATES CLINICAL, FINANCIAL, AND SOCIAL SUPPORT TO ENSURE EQUITABLE ACCESS TO LIFESAVING AND LIFE-IMPROVING SURGERIES, ADVANCING HEALTH EQUITY AND REDUCING DISPARITIES IN OUR LOCAL COMMUNITIES.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT. MAKING MENTAL HEALTHCARE MORE ACCESSIBLE PENN MEDICINE RECOGNIZES MENTAL HEALTH AS A CRITICAL NEED IN PHILADELPHIA AND IS COMMITTED TO PROVIDING HIGH-QUALITY, ACCESSIBLE, TEAM-BASED, AND CULTURALLY RESPONSIVE CARE, PARTICULARLY FOR VULNERABLE POPULATIONS IN OUR LOCAL COMMUNITIES. WE ALSO WORK TO EXPAND THE MENTAL HEALTH WORKFORCE AND ENHANCE SERVICES THROUGH COMMUNITY ENGAGEMENT, ADDRESSING THE MENTAL HEALTH ACCESS PRIORITY: THE HALL-MERCER COMMUNITY BEHAVIORAL HEALTH CENTER - WITHIN PENN MEDICINE - IS PENNSYLVANIA'S FIRST OUTPATIENT COMMUNITY MENTAL HEALTH CENTER AND SERVES INDIVIDUALS WITH MENTAL ILLNESS OR DEVELOPMENTAL DISABILITIES. PROVIDING COMPREHENSIVE SERVICES FOR ALL AGES, IT ADVANCES CARE AND ACCEPTANCE FOR PEOPLE WITH PSYCHIATRIC OR INTELLECTUAL DISABILITIES AND IS PART OF PHILADELPHIA'S NETWORK OF 11 COMMUNITY MENTAL HEALTH CENTERS. THE PENN CENTER FOR YOUTH AND FAMILY TRAUMA RESPONSE AND RECOVERY (CYFTRR) PROVIDES SPECIALIZED INTERVENTIONS FOR CHILDREN AND FAMILIES TO ADDRESS TRAUMA-RELATED PHYSICAL AND PSYCHOLOGICAL EFFECTS, SERVING AS THE ONLY EARLY-INTERVENTION PROVIDER OF ITS KIND IN THE PHILADELPHIA AREA. PENN PSYCHIATRY'S FELLOWSHIP IN COMMUNITY PSYCHIATRY IS A ONE-YEAR PROGRAM IN WHICH 4 BOARD-ELIGIBLE COMMUNITY FELLOWS PROVIDE ATTENDING-LEVEL SERVICES TO PARTNERING COMMUNITY AGENCIES, ENHANCING ACCESS TO PSYCHIATRIC CARE. PROVIDING QUALITY CARE FOR SUBSTANCE USE AND RELATED DISORDERS PHILADELPHIA CONTINUES TO BE SEVERELY AFFECTED BY THE OPIOID CRISIS. IN 2023, THE CITY RECORDED APPROXIMATELY 1,315 OVERDOSE DEATHS-THE SECOND-HIGHEST TOTAL ON RECORD-WITH MOST INVOLVING POLYSUBSTANCE EXPOSURES REFLECTING AN INCREASINGLY TOXIC DRUG SUPPLY. ALTHOUGH OVERDOSE DEATHS DECLINED SLIGHTLY IN 2024, DATA TENDS TO DEMONSTRATE THAT BLACK AND INDIGENOUS PEOPLE LIVING IN PHILADELPHIA CONTINUE TO EXPERIENCE DISPROPORTIONATE HARM RELATED TO SUBSTANCE USE AND RELATED DISORDERS, HIGHLIGHTING THE NEED FOR CULTURALLY RESPONSIVE, EQUITY-FOCUSED INTERVENTIONS. PENN MEDICINE REMAINS COMMITTED TO ADDRESSING THESE CHALLENGES BY EXPANDING ACCESS TO EVIDENCE-BASED TREATMENT, DELIVERING HIGH-QUALITY CARE IN THE NEIGHBORHOODS MOST AFFECTED, TRAINING HEALTH PROFESSIONALS IN ADDICTION MEDICINE, AND ADVOCATING FOR SYSTEMS-LEVEL SOLUTIONS THROUGH THE FOLLOWING STRATEGIES AND PROGRAMS: FOUNDED IN 2019, PENN MEDICINE'S CENTER FOR ADDICTION MEDICINE AND POLICY (CAMP) IS A MULTIDISCIPLINARY INITIATIVE ADVANCING EDUCATION, TREATMENT, AND RESEARCH IN ADDICTION MEDICINE. CAMP PARTNERS WITH RECOVERY SPECIALISTS AND STAFF ACROSS DISCIPLINES TO PROVIDE EVIDENCE-BASED, STIGMA-FREE CARE FOR PATIENTS WITH SUBSTANCE USE DISORDERS, EXPAND TREATMENT IN CLINICAL SETTINGS, AND DELIVER HARM REDUCTION AND OVERDOSE PREVENTION RESOURCES TO THE COMMUNITY. PENN MEDICINE INTEGRATES MEDICATION FOR OPIOID USE DISORDERS (MOUD) INTO PRIMARY CARE TO EXPAND ACCESS, REDUCE STIGMA, AND PROVIDE HARM REDUCTION SERVICES. SIX PHILADELPHIA PRACTICES NOW OFFER MOUD, TREATING OVER 800 PATIENTS WITH BUPRENORPHINE WITHIN ROUTINE PRIMARY CARE. PREVENTION POINT PHILADELPHIA (PPP), A NONPROFIT PUBLIC HEALTH ORGANIZATION, PROVIDES HARM REDUCTION SERVICES IN THE REGION. PENN MEDICINE SUPPORTS PPP THROUGH COUNSELING, CASE MANAGEMENT, LEGAL AID, AND OVERDOSE PREVENTION TRAINING, WHILE FACULTY AND RESIDENTS STAFF THE SANA CLINIC AND MOBILE UNIT TO DELIVER INTEGRATED HIV AND OUD CARE, INCLUDING FOR INDIVIDUALS EXPERIENCING STREET HOMELESSNESS. THE CARECONNECT WARMLINE, A PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, IS A SUBSTANCE USE NAVIGATION LINE THAT IMPROVES SAME-DAY ACCESS TO TREATMENT. LAUNCHED DURING THE COVID-19 PANDEMIC, IT RECENTLY EXPANDED TO INCLUDE CLINICAL CONSULTATIONS WITH EXPERTS IN PERINATAL SUD AND REPRODUCTIVE PSYCHIATRY FOR PHILADELPHIA AND SURROUNDING COUNTIES. OTHER PROGRAMS SUPPORTED BY PENN MEDICINE ADDRESS OPIOID AND SUBSTANCE USE DISORDERS THROUGH A COMPREHENSIVE, EQUITY-FOCUSED APPROACH THAT INTEGRATES PREVENTION, TREATMENT, AND RECOVERY SUPPORT. KEY INITIATIVES INCLUDE PERINATAL AND PRIMARY CARE MOUD PROGRAMS, MOBILE AND VIRTUAL HARM REDUCTION SERVICES, PEER NAVIGATION, AND JUSTICE-INVOLVED SUPPORT, ALONGSIDE SYSTEMWIDE EFFORTS LIKE THE ADDICTION MEDICINE CONSULT SERVICE AND OPIOID TASK FORCE TO STANDARDIZE CARE AND REDUCE OPIOID-RELATED HARM. EMERGENCY DEPARTMENT-BASED PROGRAMS EXPAND ACCESS TO TREATMENT AND SAFER-USE RESOURCES, WHILE DATA-DRIVEN STRATEGIES GUIDE EQUITABLE, EVIDENCE-BASED CARE. COLLECTIVELY, THESE PROGRAMS ADVANCE RECOVERY, CONNECT PATIENTS TO ESSENTIAL SERVICES, AND REDUCE DISPARITIES ACROSS THE COMMUNITY. PROVIDING CARE AND RESOURCES TO SUPPORT HEALTHY AGING PENN MEDICINE ADDRESSES THE GROWING NEEDS OF OLDER ADULTS-DEFINED AS AGE 65 AND OLDER-THROUGH PERSONALIZED CARE AND SPECIALIZED PROGRAMS VIA PENN GERIATRIC MEDICINE AND THE PENN MEMORY CENTER. THESE INITIATIVES PROVIDE COMPREHENSIVE TREATMENTS AND SUPPORT FOR AGING INDIVIDUALS, REFLECTING PENN MEDICINE'S COMMITMENT TO HEALTHY AGING AND RESPONSE TO THE "HEALTHY AGING" PRIORITY: PENN MEDICINE PARTICIPATES IN GUIDING AN IMPROVED DEMENTIA EXPERIENCE (GUIDE), A MEDICARE MODEL TO PROVIDE HIGH-QUALITY, AT-HOME CARE FOR PEOPLE WITH DEMENTIA WHILE SUPPORTING CAREGIVERS. GUIDE OFFERS PERSONALIZED DEMENTIA CARE, CAREGIVER RESOURCES, SOCIAL AND WELLNESS ACTIVITIES, RESPITE SERVICES, AND A DEDICATED CARE NAVIGATOR TO REDUCE STRESS AND MAXIMIZE TIME AT HOME. SUPPORTING OLDER ADULTS AT RISK (SOAR) HELPS OLDER ADULTS RETURN HOME SOONER AND RECOVER SAFELY THROUGH THREE PHASES: - PREPARE: GERIATRIC NURSE CONSULTANTS IDENTIFY ELIGIBLE PATIENTS, PERFORM ASSESSMENTS, AND CREATE TAILORED CARE PLANS WHILE KEEPING CARE TEAMS AND CAREGIVERS INFORMED. - TRANSITION: COLLABORATIVE DISCHARGE PLANNING ENSURES TIMELY HANDOFFS, TRANSPORTATION HOME, AND SAME- OR NEXT-DAY NURSING VISITS AND MEDICATION DELIVERY. - SUPPORT: PATIENTS RECEIVE HOME EVALUATIONS FOR THERAPY SERVICES, TELEMEDICINE MONITORING, VIRTUAL CASE MANAGEMENT, AND CONNECTION TO COMMUNITY RESOURCES TO SUPPORT RECOVERY AND INDEPENDENCE. RIDE4HEALTH MEDICAL TRANSPORTATION R4H HELPS REDUCE MISSED APPOINTMENTS-NEARLY FOUR MILLION ANNUALLY-BY PROVIDING TRANSPORTATION FOR OLDER ADULTS FACING BARRIERS. WITH THE SENIOR POPULATION SET TO DOUBLE, PENN MEDICINE OUTPATIENT PRACTICES PARTNER WITH R4H TO ENSURE TIMELY ACCESS TO CARE FOR THIS SPECIAL POPULATION. HOSPITAL ELDER LIFE PROGRAM (HELP) IS AN EVIDENCE-BASED, NONPHARMACOLOGICAL PROGRAM FOR HOSPITALIZED PATIENTS OVER 70, DESIGNED TO PREVENT DELIRIUM, FUNCTIONAL DECLINE, AND FALLS. ESTABLISHED IN 1999 BY DR. SHARON INOUYE, IT IS WIDELY STUDIED AND ENDORSED BY THE AMERICAN GERIATRICS SOCIETY. IMPLEMENTED IN HOSPITAL MEDICINE, ONCOLOGY, AND HEART FAILURE UNITS, INTERVENTIONS INCLUDE DAILY VISITS, THERAPEUTIC ACTIVITIES, MOBILITY SUPPORT, AND ASSISTANCE WITH VISION, HEARING, FEEDING, AND FLUIDS. PENN MEDICINE'S PROGRAM USES PAID STUDENT GERIATRIC ASSOCIATES, JUNIOR AND SENIOR NURSING STUDENTS, RATHER THAN VOLUNTEERS. HELP PROMOTES INDEPENDENCE, PERSON-CENTERED CARE, SAFE TRANSITIONS HOME, REDUCED READMISSIONS, AND COST-EFFECTIVE RESOURCE USE. ADDITIONALLY, PENN MEMORY CENTER CONCENTRATES ON THE FOLLOWING PROGRAMS TO SUPPORT OUR NEIGHBORS WITH COGNITIVE IMPAIRMENT AND THEIR CAREGIVERS: - GRIEF YOGA: RESTORATIVE CLASSES FOR CAREGIVERS TO REFLECT, CONNECT, AND FIND RELEASE. - MEMORY CAF: MONTHLY POP-UP GATHERINGS WITH MUSIC, EXPERT TALKS, AND SOCIAL CONNECTION. - CREATIVE EXPRESSION THROUGH MUSIC: INTERACTIVE MUSIC COMPOSITION SESSIONS LED BY CURTIS INSTITUTE MUSICIANS. - COGNITIVE FITNESS PROGRAM: LAUNCHED IN 2017 FOR ADULTS WITH MILD COGNITIVE IMPAIRMENT, OFFERING SKILLS, THERAPY, AND SOCIAL GROUP OPTIONS - MINDFULNESS MEDITATION: SHORT EXERCISES FOR INDIVIDUAL OR GROUP PRACTICE. - COGNITIVE COMEDY: FREE IMPROV-BASED SESSIONS PROMOTING SOCIAL ENGAGEMENT AND COGNITIVE STIMULATION. - THE CARING COLLECTIVE: STRUCTURED MATCHING OF FORMER AND SEASONED FAMILY CAREGIVERS WITH CURRENT FAMILY CAREGIVERS TO PROVIDE SUPPORT THROUGH THEIR CAREGIVING JOURNEY. ENSURING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES IN HEALTHCARE EFFECTIVE CLINICIAN-PATIENT COMMUNICATION IS ESSENTIAL FOR EQUITABLE CARE, YET LANGUAGE BARRIERS AND CULTURAL DIFFERENCES CAN DISCOURAGE PATIENTS FROM SEEKING CARE. NEARLY 10% OF PHILADELPHIANS REPORT LIMITED ENGLISH PROFICIENCY, CREATING CHALLENGES IN ACCESS AND QUALITY OF HEALTH SERVICES. PENN MEDICINE ADDRESSES THIS THROUGH HIGH-QUALITY LANGUAGE SERVICES, INCLUDING ORAL INTERPRETATION AND WRITTEN TRANSLATION, AND BY ASSESSING INTERPRETER NEEDS DURING SCHEDULING. RECOGNIZING THE IMPACT OF CULTURAL IDENTITY, RELIGIOUS NORMS, AND STIGMA, PENN MEDICINE INTEGRATES LANGUAGE SUPPORT WITH CULTURALLY RESPONSIVE CARE TO REDUCE BARRIERS, FOSTER TRUST, AND ENSURE ALL FEEL VALUED AND SUPPORTED THROUGH THE FOLLOWING INITIATIVES:
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT. PENN MEDICINE STAFF USE CYRACOM MOBILE TABLETS FOR QUICK, HIPAA-COMPLIANT INTERPRETATION IN MULTIPLE LANGUAGES, INCLUDING SPANISH, ARABIC, ASL, AND RUSSIAN, SERVING NON-ENGLISH SPEAKERS AND THE DEAF OR HARD-OF-HEARING, SUPPORTING EQUITABLE HEATH CARE DELIVERY. THE REFUGEE CLINIC AT PENN PRESBYTERIAN MEDICAL CENTER PROVIDES INITIAL AND FOLLOW-UP HEALTH ASSESSMENTS FOR REFUGEES, OFFERING NEEDED CULTURALLY SENSITIVE CARE IN PARTNERSHIP WITH VARIOUS AGENCIES, TRANSLATORS, AND PHYSICIANS FAMILIAR WITH REFUGEE HEALTH. THE PENN MEDICINE LGBTQ+ HEALTH PROGRAM SUPPORTS ACCESS, QUALITY, AND PATIENT EXPERIENCE FOR LGBTQ+ PATIENTS. PROVIDERS DELIVER CULTURALLY COMPETENT CARE, AND THE PATIENT NAVIGATION PROGRAM CONNECTS PATIENTS TO OUTPATIENT OR SPECIALTY CARE WHILE OFFERING SYSTEM-WIDE SUPPORT. CHAPLAINS WITHIN PENN MEDICINE PASTORAL CARE AND EDUCATION PROVIDE CULTURALLY COMPETENT, INTERFAITH SPIRITUAL SUPPORT TO HELP PATIENTS COPE WITH ILLNESS. ACCREDITED BY ACPE, THE PROGRAM INCLUDES CHAPELS AND PRAYER ROOMS FOR PATIENTS, VISITORS, AND STAFF. FINALLY, PENN MEDICINE DIETARY SERVICES OFFERS CUSTOMIZED DIETARY OPTIONS RESPECTING RELIGIOUS AND CULTURAL PREFERENCES, INCLUDING KOSHER, HALAL, VEGETARIAN, AND OTHER MEALS AVAILABLE UPON REQUEST ENSURING CULTURAL SENSITIVITY FOR OUR PATIENTS. IMPROVING ACCESS TO FOOD FOOD INSECURITY AND LIMITED ACCESS TO FRESH, AFFORDABLE PRODUCE REMAIN CRITICAL ISSUES IN PENN MEDICINE'S PHILADELPHIA COMMUNITY, PARTICULARLY IN FOOD DESERTS AND AREAS WHERE SNAP AND WIC ARE NOT ACCEPTED. HOUSING INSTABILITY AND NEIGHBORHOOD SAFETY FURTHER UNDERSCORE THE NEED FOR COMMUNITY-DRIVEN SOLUTIONS ADDRESSING SOCIAL DETERMINANTS OF HEALTH. THE BELOW PROGRAMS REPRESENTING COMMUNITY INVESTMENTS OF PENN MEDICINE RESPOND TO THE FOOD ACCESS PRIORITY: HUP HARVEST: PARTNERS WITH PHILABUNDANCE TO PROVIDE 500+ POUNDS OF FOOD WEEKLY, EXPANDED TO HUP-CEDAR, OFFERING CLIENT-CHOICE SHOPPING FOR PATIENTS AND STAFF. MARKET ON 8TH STREET: SERVES PATIENTS AND COMMUNITY MEMBERS WITH PRE-MADE GROCERY BAGS AND REFERRAL-BASED PICKUP. FOOD FOR HEALTH: MATERNAL HEALTH PROGRAM PROVIDING NUTRITION EDUCATION AND CHW SUPPORT FOR PATIENTS EXPERIENCING FOOD INSECURITY, SOURCING FOOD FROM HUP HARVEST. FOOD ACCESS SUPPORT TECHNOLOGY (FAST): CHEA-DEVELOPED PLATFORM CONNECTING HEALTH SYSTEMS, FOOD ACCESS ORGANIZATIONS, AND MINORITY-OWNED BUSINESSES TO STREAMLINE FOOD DELIVERY TO VULNERABLE HOUSEHOLDS. FOOD CONNECT: CONTRACTED BY HUP, THIS COMMUNITY-BASED FOOD RELIEF DELIVERS WEEKLY FOOD FROM HUP HARVEST TO PATIENTS' HOMES. SHARING EXCESS: PARTNERING WITH PENN MEDICINE, THIS NATIONAL PROGRAM PROVIDES RESCUED RETAIL PRODUCE TO OUR FOOD BANKS READY FOR DISTRIBUTION TO OUR LOCAL COMMUNITY. PENN MEDICINE ASSIST PROGRAM: A HIGH-PROFILE PARTNERSHIP, PENN MEDICINE DONATES FOOD TO PHILABUNDANCE FOR EACH PHILADELPHIA FLYERS ASSIST. FOR FY25, 12,090 POUNDS OF FOOD WAS DONATED FOR LOCAL COMMUNITIES. CHOSEN 300: SUPPORTED BY PENN MEDICINE WITH FUNDING AND VOLUNTEER EFFORTS, THIS NONPROFIT SERVES HOT MEALS FIVE DAYS A WEEK AT TWO PHILADELPHIA LOCATIONS. GOOD FOOD, HEALTHY HOSPITALS: ALL PHILADELPHIA HOSPITALS MAINTAIN HEALTHIER AND SUSTAINABLE FOOD OPTIONS; HUP AND PENNSYLVANIA HOSPITAL RECEIVED PUBLIC HEALTH FUNDING FOR FOOD BANKS. MANNA: DELIVERS MEDICALLY TAILORED MEALS TO SUPPORT PATIENT HEALTH POST-DISCHARGE. IMPROVING CONDITIONS OF HOUSING AND NEIGHBORHOODS IN OUR LATEST CHNA, COMMUNITY MEMBERS HIGHLIGHTED CHALLENGES INCLUDING AFFORDABLE HOUSING SHORTAGES, EVICTIONS, UNSAFE LIVING CONDITIONS, AND ENVIRONMENTAL HAZARDS, PARTICULARLY AFFECTING OLDER ADULTS, VETERANS, AND OTHER POPULATIONS. IN RESPONSE, PENN MEDICINE SUPPORTS PROGRAMS THAT IMPROVE ACCESS TO SAFE HOUSING, ENHANCE NEIGHBORHOOD ENVIRONMENTS, AND FOSTER HEALTHIER, MORE CONNECTED COMMUNITIES. THE FOLLOWING INITIATIVES FOCUS ON CREATING SAFE, CLEAN, AND ACCESSIBLE SPACES, WHILE ADDRESSING UNDERLYING SOCIAL AND STRUCTURAL BARRIERS TO HEALTH: PENN CENTER OF EXCELLENCE IN ENVIRONMENTAL TOXICOLOGY (CEET) ENGAGES WITH REGIONAL COMMUNITIES TO ADDRESS ENVIRONMENTAL HEALTH CONCERNS, INCLUDING AIR POLLUTION AND LUNG HEALTH, AND COLLABORATES WITH LOCAL STAKEHOLDERS TO REDUCE EXPOSURE TO AIRBORNE TOXINS. ADVOCACY EFFORTS SUPPORT POLICY AND REGULATORY IMPROVEMENTS AT LOCAL, STATE, AND FEDERAL LEVELS. A $6 MILLION COMMUNITY-ACADEMIC COLLABORATIVE LED BY PENN'S URBAN HEALTH LAB, DEEPLY ROOTED PROMOTES HEALTH AND WELL-BEING THROUGH GREEN SPACE EXPANSION, YOUTH WORKFORCE DEVELOPMENT, AND ENVIRONMENTAL JUSTICE. THE INITIATIVE HAS PLANTED OVER 1,000 TREES, STABILIZED 1,073 VACANT LOTS, AWARDED $212,000 IN COMMUNITY GREEN GRANTS, AND IS DEVELOPING SIX COMMUNITY-LED MINI-PARKS. EXPANSION PLANS WILL CONNECT GREEN SPACES ACROSS EIGHT WEST AND SOUTHWEST PHILADELPHIA NEIGHBORHOODS. PENN MEDICINE IS REDUCING ITS ENVIRONMENTAL FOOTPRINT THROUGH ITS CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) WITH GOALS TO HALVE EMISSIONS BY 2030 AND ACHIEVE NET-ZERO BY 2042. ACTIONS INCLUDE INCREASING RENEWABLE ENERGY USE, PHASING OUT ENVIRONMENTALLY HARMFUL ANESTHETIC GASES, REDUCING SURGICAL WASTE, AND PROMOTING RECYCLING AND REUSE. FINALLY, PENN MEDICINE SEEKS OUT TARGETED PARTNERSHIPS WITH ORGANIZATIONS SUCH AS A HOME IS A RIGHT AND THE AMERICAN RED CROSS TO SUPPORT THIS COMMUNITY HEALTH NEED BY SUPPORTING EMERGENCY SHELTER, TRANSITIONAL HOUSING, AND WRAPAROUND SERVICES FOR VULNERABLE POPULATIONS ACROSS SOUTHEASTERN PENNSYLVANIA. YOUTH COMMUNITY HEALTH PRIORITIES THE 2025 CHNA IDENTIFIED YOUTH-FOCUSED PRIORITIES BASED ON INPUT FROM SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND YOUNG RESIDENTS THEMSELVES. YOUTH HIGHLIGHTED COMMUNITY STRENGTHS SUCH AS SUPPORTIVE RELATIONSHIPS AND ACCESS TO PARKS AND SCHOOLS, ALONGSIDE CHALLENGES INCLUDING BULLYING, GUN VIOLENCE, MENTAL HEALTH NEEDS, AND LIMITED ACCESS TO FOOD, SAFE TRANSPORTATION, AND QUALITY EDUCATION. THE YOUTH ALSO OFFERED SOLUTIONS, EMPHASIZING THE NEED FOR MENTAL HEALTH SUPPORT, SAFER NEIGHBORHOODS, STRONGER SCHOOLS, AND PROGRAMS THAT PREPARE THEM FOR FUTURE SUCCESS. THE BELOW PROGRAMS ARE SPONSORED BY PENN MEDICINE IN AN EFFORT TO RELIEVE THESE RESPECTIVE COMMUNITY NEEDS WITHIN OUR YOUTH COMMUNITIES: MENTAL HEALTH SERVICES: - HUP-CEDAR MENTAL HEALTH HUB IS A LICENSED CRISIS INTERVENTION FACILITY PROVIDING TRIAGE, EVALUATION, TREATMENT, AND SOCIAL SUPPORT FOR SERIOUS PSYCHIATRIC CONDITIONS AND SUBSTANCE USE, WITH SEAMLESS TRANSITIONS TO INPATIENT CARE. THE CO-LOCATION OF THE PENN MEDICINE CRISIS RESPONSE CENTER (CRC) WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S CRC AND CRISIS STABILIZATION UNIT AND INPATIENT HOSPITAL CARE ENABLE A SEAMLESS TRANSITION OF CARE FOR PATIENTS ACROSS THE AGE CONTINUUM, ELIMINATING THE WAIT TIME AND ADDITIONAL STEPS REQUIRED TO TRANSFER PATIENTS TO INPATIENT UNITS AT OTHER FACILITIES-A COMMON OCCURRENCE IN A CITY WHERE EMERGENCY PSYCHIATRIC RESOURCES REMAIN IN SHORT SUPPLY. - HALL-MERCER COMMUNITY MENTAL HEALTH CENTER, UNDER THE PENN MEDICINE UMBRELLA, PROVIDES OUTPATIENT EVALUATIONS AND TREATMENT FOR CHILDREN AND ADOLESCENTS, INCLUDING SPECIALTY PROGRAMS SUCH AS THE CONNECTION CLINIC, EARLY CHILDHOOD PROGRAM (AUTISM SUPPORT), PHIICAPS (TRAUMA-INFORMED HOME-BASED THERAPY), PHIIPATCH (ANXIETY/OCD SUPPORT), JCAPS (JUVENILE JUSTICE-FOCUSED THERAPY), AND PATCH (ANXIETY TREATMENT). - PENN INTEGRATED CARE (PIC) IS A COLLABORATIVE CARE MODEL INTEGRATING MENTAL AND PHYSICAL HEALTH IN PRIMARY CARE WITHIN OUR HEALTH SYSTEM. - OPERATED BY PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, THE WELLNESS CENTER AT WEST PHILADELPHIA HIGH SCHOOL PROVIDES BEHAVIORAL HEALTH ASSESSMENT, COUNSELING, MEDICATION MANAGEMENT, AND REFERRALS FOR STUDENTS. RESOURCE NAVIGATION: - PA NAVIGATE: ONLINE TOOL CONNECTING YOUTH TO COMMUNITY RESOURCES INCLUDING FOOD, SHELTER, AND TRANSPORTATION. BULLYING AND VIOLENCE PREVENTION: - OPERATED BY THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH'S CENTER FOR PUBLIC HEALTH AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIP IN 3 PARTNER WEST PHILADELPHIA SCHOOLS, THE HEALTH AND HUMAN DEVELOPMENT PROGRAM IS A SCHOOL-BASED CURRICULUM ADDRESSING BULLYING, HEALTHY RELATIONSHIPS, SEXUAL HEALTH, AND ONLINE SAFETY. - THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM (PTVRP) IS A HOSPITAL-BASED INTERVENTION FOR YOUTH INJURED BY VIOLENCE, PROVIDING TRAUMA-INFORMED CARE, PSYCHOSOCIAL SUPPORT, AND WRAPAROUND SERVICES INCLUDING HOUSING ASSISTANCE. PHYSICAL ACTIVITY & WELLNESS: - COMMUNITY PARTNERSHIPS FOR WELLNESS (CP4W): SCHOOL- AND COMMUNITY-BASED PREVENTIVE CARE, HEALTH EDUCATION, AND ACCESS TO ATHLETIC ACTIVITIES FOR YOUTH. PROVIDES SCHOOL-BASED HEALTH SERVICES, OVER 1,000 SPORTS PHYSICALS ANNUALLY, AND MOBILE CARE AT 20+ PARTNER SCHOOLS.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT. YOUTH ENGAGEMENT & WORKFORCE DEVELOPMENT: - PUBLIC HEALTH PIPELINE PLUS (PHPP) AND PIPELINE PROGRAMS: SUMMER INTERNSHIPS, MENTORSHIP, AND HANDS-ON PUBLIC HEALTH EXPERIENCES FOR HIGH SCHOOL STUDENTS. - PENN MEDICINE PATHWAYS-EMERGING CAREERS AND PIPELINE PLUS: CAREER EXPOSURE, MENTORSHIP, AND TUITION BENEFITS FOR HIGH SCHOOL GRADUATES ENTERING HEALTH SYSTEM ROLES. - ASPIRE NURSE SCHOLARS PROGRAM: INTRODUCES HIGH SCHOOL STUDENTS TO NURSING CAREERS, WITH MENTORSHIP, STIPENDS, AND PATHWAYS TO COLLEGE AND HOSPITAL EMPLOYMENT. - PENN PRESBYTERIAN MEDICAL CENTER EMERGING CAREER PIPELINE: TRAINS LOCAL HIGH SCHOOL GRADUATES FOR HOSPITAL CAREERS, PROVIDING COACHING, TRAINING, AND MENTORSHIP. IN ADDITION TO THE SECTION 501(R) COMMUNITY HEALTH NEEDS ASSESSMENT INFORMATION OUTLINED IN THIS FORM 990, SCHEDULE H, PART V, DOYLESTOWN HOSPITAL CONDUCTS REGULAR REVIEWS OF HEALTHCARE UTILIZATION IN ITS SERVICE AREA FOR BOTH CLINICAL QUALITY AND TO DETERMINE PATIENT PREFERENCES. CURRENT DATA ON SERVICE LINE UTILIZATION (CARDIOLOGY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, ETC.) IS USED TO FORECAST HEALTHCARE NEEDS, TO ESTIMATE PROJECTED INPATIENT AND OUTPATIENT ACTIVITY, AND TO PLAN FOR CAPITAL AND STAFF RESOURCES TO BETTER MEET THE NEEDS OF OUR PATIENTS. REAL-TIME REVIEWS OF QUALITY INDICATORS HELP TO IMPROVE SYSTEMS AND PROCESSES. PATIENT AND VISITOR FEEDBACK, ALONG WITH QUARTERLY REVIEWS OF PATIENT SATISFACTION AND EXPERIENCE SURVEYS FOR EACH UNIT OF THE HOSPITAL, ARE INSTRUMENTAL IN PROCESS AND QUALITY IMPROVEMENT INITIATIVES. EVERY TWO YEARS, DOYLESTOWN HOSPITAL CONDUCTS A SURVEY OF COMMUNITY MEMBERS, MEDICAL STAFF AND HOSPITAL BOARD MEMBERS AS PART OF ITS MEDICAL STAFF DEVELOPMENT PLAN. RESPONSES TO THE SURVEY ARE THE BASIS FOR IDENTIFYING GAPS IN SPECIALIST AND/OR PRIMARY CARE MEDICAL SERVICES. THE SURVEYS HELP GUIDE THE MEDICAL STAFF DEVELOPMENT COMMITTEE IN REVIEWING APPLICATIONS FOR MEMBERSHIP, AND DIRECT RECRUITING EFFORTS FOR SPECIALTIES IDENTIFIED BY THE SURVEY RESPONDENTS. IN ADDITION, DOYLESTOWN HOSPITAL COOPERATES CLOSELY WITH THE BUCKS COUNTY DEPARTMENT OF HEALTH AND COMMUNITY PHYSICIANS TO MONITOR THE HEALTH NEEDS OF THE POPULATION. AMONG THE MANY COMMUNITY HEALTH ORGANIZATIONS DOYLESTOWN HOSPITAL WORKS WITH AND SUPPORTS, IS THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP, A COLLABORATION OF THE SEVEN HOSPITALS IN BUCKS COUNTY, ALONG WITH THE COUNTY HEALTH DEPARTMENT, BUCKS COUNTY MEDICAL SOCIETY, CENTRAL BUCKS SCHOOL DISTRICT AND BUCKS COUNTY AREA AGENCY ON AGING. DOYLESTOWN HOSPITAL WAS A FOUNDING MEMBER OF THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://WWW.PENNMEDICINE.ORG/NEWS/COMMUNITY-IMPACT --------------------
PART VI, LINE 3(PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.DOYLESTOWNHEALTH.ORG/PATIENTS-AND-VISITORS/ BILLING-AND-FINANCE https://www.pennmedicine.org/patient-resources/policies/ --------------------
PART VI, LINE 4(COMMUNITY INFORMATION) UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD, DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. DOYLESTOWN HOSPITAL SERVES A GEOGRAPHIC AREA THAT SPANS RURAL AND SUBURBAN TOWNSHIPS AND DENSELY POPULATED TOWNS. IT IS SITUATED IN DOYLESTOWN TOWNSHIP, ON THE BORDER WITH DOYLESTOWN BOROUGH, THE BUCKS COUNTY SEAT OF GOVERNMENT. BUCKS COUNTY IS AMONG THE MOST POPULATED AND FASTEST GROWING COUNTIES IN PENNSYLVANIA. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) THIS ORGANIZATION IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSRY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 116 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. - PENN MEDICINE DOYLESTOWN HEALTH - ON APRIL 1, 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA AND DOYLESTOWN HEALTH ENTERED INTO AN AFFILIATION AGREEMENT WITH DOYLESTOWN HEALTH FOUNDATION (THE "FOUNDATION"), DOYLESTOWN HOSPITAL (THE "HOSPITAL"), AND DOYLESTOWN HEALTH PHYSICIANS ("DH PHYSICIANS TOGETHER WITH THE FOUNDATION AND THE HOSPITAL, "DOYLESTOWN HEALTH"), PURSUANT TO WHICH DOYLESTOWN BECAME A CLINICAL COMPONENT OF PENN MEDICINE THROUGH A MEMBERSHIP SUBSTITUTION IN WHICH THE UNIVERSITY BECAME THE SOLE MEMBER OF THE HOSPITAL, AND THE HOSPITAL BECAME THE SOLE MEMBER OF THE FOUNDATION AND DH PHYSICIANS. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) N/A
Schedule H (Form 990) 2024
Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number
23-1352685
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) CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP)
34TH ST AND CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		23-1352166 501(c)(3) 5,008,686   FMV N/A SUPPORT PRGM SRVS
(2) UNIVERSITY CITY DISTRICT
3940 CHESTNUT ST
PHILADELPHIA,PA19104 		23-2913784 501(c)(3) 4,387,733   FMV N/A SUPPORT PRGM SRVS
(3) SCHOOL DISTRICT OF PHILADELPHIA
440 N BROAD ST
PHILADELPHIA,PA19130 		23-6004102 GOV'T ORG. 4,302,403   FMV N/A SUPPORT PRGM SRVS
(4) REBUILDING TOGETHER PHILADELPHIA
4355 ORCHARD ST SUITE 2R
PHILADELPHIA,PA19124 		23-2549594 501(c)(3) 552,595   FMV N/A SUPPORT PRGM SRVS
(5) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS,TX75231 		13-5613797 501(c)(3) 514,458   FMV N/A SUPPORT PRGM SRVS
(6) PROJECT HOME
1515 FAIRMOUNT AVE
PHILADELPHIA,PA191302936 		23-2555950 501(c)(3) 374,933   FMV N/A SUPPORT PRGM SRVS
(7) CHAMBER OF COMMERCE FOR GREATER
200 SOUTH BROAD STREET SUITE 700
PHILADELPHIA,PA19102 		23-0969030 501(c)(6) 351,000   FMV N/A SUPPORT PRGM SRVS
(8) CENTER FOR INDEPENDENT DOCUMENTARY INC
55 GREEN ST
NEWTON,MA024581341 		04-2738458 501(c)(3) 200,000   FMV N/A SUPPORT PRGM SRVS
(9) COALITION TO STRENGTHEN AMERICA'S HEALTHCARE
PO BOX 30211
BETHESDA,MD208240211 		52-2253225 501(c)(3) 156,250   FMV N/A SUPPORT PRGM SRVS
(10) SCHUYLKILL RIVER DEVELOPMENT CORPORATION
2401 WALNUT STREET SUITE 604
PHILADELPHIA,PA19103 		23-2690558 501(c)(3) 125,401   FMV N/A SUPPORT PRGM SRVS
(11) UNIVERSITY CITY SCIENCE CENTER
3675 MARKET ST STE 400
PHILADELPHIA,PA191042897 		23-1645908 501(c)(3) 100,000   FMV N/A SUPPORT PRGM SRVS
(12) PHILABUNDANCE
3616 S GALLOWAY ST
PHILADELPHIA,PA19148 		23-2290505 501(c)(3) 82,368   FMV N/A SUPPORT PRGM SRVS
(13) GERMANTOWN FRIENDS SCHOOL
31 W COULTER ST
PHILADELPHIA,PA19144 		05-0630018 501(c)(3) 78,040   FMV N/A SUPPORT PRGM SRVS
(14) PHILADELPHIA SCHOOL
2501 LOMBARD ST
PHILADELPHIA,PA19146 		23-7091186 501(c)(3) 77,391   FMV N/A SUPPORT PRGM SRVS
(15) WHYY INC
150 N 6TH STREET
PHILADELPHIA,PA19106 		23-1438083 501(c)(3) 59,942   FMV N/A SUPPORT PRGM SRVS
(16) GIVEWELL
1714 FRANKLIN ST 100335
OAKLAND,CA94612 		20-8625442 501(c)(3) 55,100   FMV N/A SUPPORT PRGM SRVS
(17) NATIONALITIES SERVICE CENTER
1216 ARCH STREET 4TH FLOOR
PHILADELPHIA,PA19107 		23-1352336 501(c)(3) 51,810   FMV N/A SUPPORT PRGM SRVS
(18) TRAVIS MANION FOUNDATION
140 E STATE ST
DOYLESTOWN,PA189014313 		41-2237951 501(c)(3) 50,712   FMV N/A SUPPORT PRGM SRVS
(19) GIFT OF LIFE HOWIE'S HOUSE
401 CALLOWHILL STREET
PHILADELPHIA,PA191234101 		26-0585694 501(c)(3) 50,419   FMV N/A SUPPORT PRGM SRVS
(20) RYAN'S CASE FOR SMILES
295 E SWEDESFORD RD 396
WAYNE,PA19087 		86-1173750 501(c)(3) 50,125   FMV N/A SUPPORT PRGM SRVS
(21) WURD RADIO LLC
1341 NORTH DELAWARE AVENUE SUITE 3
PHILADELPHIA,PA19125 		43-1986554 501(c)(3) 50,000   FMV N/A SUPPORT PRGM SRVS
(22) JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE RD
CHERRY HILL,NJ08003 		21-0634489 501(c)(3) 45,556   FMV N/A SUPPORT PRGM SRVS
(23) DOCTORS WITHOUT BORDERSMDECINS SANS FRONT
40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		13-3433452 501(c)(3) 42,538   FMV N/A SUPPORT PRGM SRVS
(24) URBAN AFFAIRS COALITION
1207 CHESTNUT STREET 7TH FLOOR
PHILADELPHIA,PA19107 		23-7046393 501(c)(3) 37,500   FMV N/A SUPPORT PRGM SRVS
(25) TOGETHER FOR WEST PHILADELPHIA
316 N 26TH STREET
ALLENTOWN,PA18104 		83-1320384 501(c)(3) 35,000   FMV N/A SUPPORT PRGM SRVS
(26) MCCALL HOME & SCHOOL ASSOCIATION
325 S 7TH ST
PHILADELPHIA,PA19106 		27-1367019 501(c)(3) 32,306   FMV N/A SUPPORT PRGM SRVS
(27) PHILADELPHIA YEARLY MEETING OF FRIENDS
110 N LANSDOWNE AVE
LANSDOWNE,PA19050 		23-1360856 501(c)(3) 30,275   FMV N/A SUPPORT PRGM SRVS
(28) ST MARGARET PARISH
227 N NARBERTH AVE
NARBERTH,PA19072 		23-1371972 501(c)(3) 26,350   FMV N/A SUPPORT PRGM SRVS
(29) PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA
1144 LOCUST ST
PHILADELPHIA,PA19107 		23-1352509 501(c)(3) 25,471   FMV N/A SUPPORT PRGM SRVS
(30) FRIENDS OF CENTRAL SCHOOL
PO BOX 997
LAKE CHARLES,LA70602 		77-0682612 501(c)(3) 25,188   FMV N/A SUPPORT PRGM SRVS
(31) AMERICAN LUNG ASSOCIATION
55 W WACKER DR SUITE 1150
CHICAGO,IL606011796 		13-1632524 501(c)(3) 25,086   FMV N/A SUPPORT PRGM SRVS
(32) ACADEMY OF MUSIC OF PHILADELPHIA INC
ONE SOUTH BROAD STREET 14TH STREET
PHILADELPHIA,PA19107 		23-1501159 501(c)(3) 25,050   FMV N/A SUPPORT PRGM SRVS
(33) EMILY WHITEHEAD FOUNDATION
441 S CENTRE STREET
PHILIPSBURG,PA16866 		47-2277599 501(c)(3) 25,000   FMV N/A SUPPORT PRGM SRVS
(34) UNIVERSITY OF WASHINGTON
400 GERBERDING HALL
SEATTLE,WA98195 		94-3079432 501(c)(3) 25,000   FMV N/A SUPPORT PRGM SRVS
(35) ONE PHILLY
1735 MARKET STREET SUITE 125-141
PHILADELPHIA,PA19103 		99-1287727 501(c)(4) 25,000   FMV N/A SUPPORT PRGM SRVS
(36) BREAD & ROSES COMMUNITY FUND
100 S BROAD ST STE 1600
PHILADELPHIA,PA19110 		23-2047297 501(c)(3) 24,139   FMV N/A SUPPORT PRGM SRVS
(37) PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST FL 10
NEW YORK CITY,NY10038 		13-1644147 501(c)(3) 23,179   FMV N/A SUPPORT PRGM SRVS
(38) CEASEFIRE PENNSYLVANIA EDUCATION FUND
PO BOX 60095
PHILADELPHIA,PA19102 		71-0884697 501(c)(3) 21,875   FMV N/A SUPPORT PRGM SRVS
(39) HOME & SCHOOL ASSOCIATION OF PENN ALEXANDER SCHOOL
4209 SPRUCE ST
PHILADELPHIA,PA19104 		11-3707471 501(c)(3) 21,845   FMV N/A SUPPORT PRGM SRVS
(40) CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA
742 ARGYLE RD
WYNNEWOOD,PA19096 		23-1645684 501(c)(3) 20,850   FMV N/A SUPPORT PRGM SRVS
(41) ABRAMSON CANCER CENTER OF THE UPHS
421 CURIE BLVD
PHILADELPHIA,PA19104 		23-2929823 501(c)(3) 20,175   FMV N/A SUPPORT PRGM SRVS
(42) COMMUNITY COLLEGE OF PHILADELPHIA
1700 SPRING GARDEN ST FL 7
PHILADELPHIA,PA19130 		23-2612698 501(c)(3) 20,045   FMV N/A SUPPORT PRGM SRVS
(43) LOBULAR BREAST CANCER ALLIANCE
PO BOX 200
WHITE HORSE BEACH,MA02381 		86-2260246 501(c)(3) 17,500   FMV N/A SUPPORT PRGM SRVS
(44) CITY YEAR PHILADELPHIA
287 COLUMBUS AVE
BOSTON,MA021165334 		22-2882549 501(c)(3) 17,000   FMV N/A SUPPORT PRGM SRVS
(45) UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NJ
1800 JOHN F KENNEDY BLVD STE 1200
PHILADELPHIA,PA19103 		23-1556045 501(c)(3) 16,874   FMV N/A SUPPORT PRGM SRVS
(46) CHOSEN 300 MINISTRIES
PO BOX 95
ARDMORE,PA19003 		23-2858946 501(c)(3) 16,606   FMV N/A SUPPORT PRGM SRVS
(47) MATERNITY CARE COALITION
3401 I STREET
PHILADELPHIA,PA19134 		23-2200410 501(c)(3) 16,395   FMV N/A SUPPORT PRGM SRVS
(48) UNITED WAY OF CHESTER COUNTY
150 JOHN ROBERT THOMAS DR
EXTON,PA193412657 		23-2131877 501(c)(3) 15,048   FMV N/A SUPPORT PRGM SRVS
(49) MASCO COMMUNICATIONS - DBA PHILADELPHIA GAY NEWS
505 SOUTH 4TH STREET
PHILADELPHIA,PA19147 		23-2278868 501(c)(3) 15,000   FMV N/A SUPPORT PRGM SRVS
(50) NATIONAL CONSTITUTION CENTER
525 ARCH ST
PHILADELPHIA,PA19106 		23-2434447 501(c)(3) 15,000   FMV N/A SUPPORT PRGM SRVS
(51) TEAM PENNSYLVANIA FOUNDATION
240 NORTH THIRD STREET SECOND FLOO
HARRISBURG,PA17101 		23-2876177 501(c)(3) 15,000   FMV N/A SUPPORT PRGM SRVS
(52) THE PHILADELPHIA CITIZEN
2400 MARKET ST OFFSITE AT FITLER C
PHILADELPHIA,PA19103 		46-2777419 501(c)(3) 15,000   FMV N/A SUPPORT PRGM SRVS
(53) ACCESSIA HEALTH (FORMERLY PATIENT SERVICES INC)
3104 E BOUNDARY CT
MIDLOTHIAN,VA231123932 		54-1596178 501(c)(3) 15,000   FMV N/A SUPPORT PRGM SRVS
(54) GRADUATE PHILADELPHIA
1760 MARKET STREET SUITE 902
PHILADELPHIA,PA19103 		85-3066169 501(c)(3) 15,000   FMV N/A SUPPORT PRGM SRVS
(55) JEWISH FEDERATION OF GREATER PHILADELPHIA
2 COMMERCE SQ 2001 MARKET ST 230
PHILADELPHIA,PA19103 		23-1500085 501(c)(3) 14,313   FMV N/A SUPPORT PRGM SRVS
(56) WOMEN'S WAY
1617 JOHN F KENNEDY BLVD STE 2043
PHILADELPHIA,PA19103 		23-1989161 501(c)(3) 13,710   FMV N/A SUPPORT PRGM SRVS
(57) HOPEPHL (FORMERLY PEOPLE'S EMERGENCY CENTER)
325 N 39TH ST
PHILADELPHIA,PA19104 		23-2017882 501(c)(3) 13,672   FMV N/A SUPPORT PRGM SRVS
(58) PUENTES DE SALUD
1700 SOUTH ST
PHILADELPHIA,PA19146 		26-1973303 501(c)(3) 13,303   FMV N/A SUPPORT PRGM SRVS
(59) ALZHEIMER'S ASSOCIATION NATIONAL OFFICE
225 N MICHIGAN AVE STE 1700
CHICAGO,IL60601 		13-3039601 501(c)(3) 13,055   FMV N/A SUPPORT PRGM SRVS
(60) AMERICAN FRIENDS OF MAGEN DAVID ADOM ISRAEL
20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		13-1790719 501(c)(3) 13,006   FMV N/A SUPPORT PRGM SRVS
(61) THE NATURE CONSERVANCY PENNSYLVANIA CHAPTER
4245 FAIRFAX DR
ARLINGTON,VA22203 		53-0242652 501(c)(3) 12,938   FMV N/A SUPPORT PRGM SRVS
(62) EPISCOPAL COMMUNITY SERVICES - PHILADELPHIA
225 S 3RD ST
PHILADELPHIA,PA19106 		23-1352290 501(c)(3) 12,300   FMV N/A SUPPORT PRGM SRVS
(63) ROCK MINISTRIES OF PHILADELPHIA INC
2755 KENSINGTON AVE
PHILADELPHIA,PA19134 		20-0471983 501(c)(3) 12,169   FMV N/A SUPPORT PRGM SRVS
(64) EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
MONTGOMERY,AL36104 		63-1135091 501(c)(3) 11,909   FMV N/A SUPPORT PRGM SRVS
(65) THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST
PHILADELPHIA,PA19103 		52-1173474 501(c)(3) 11,837   FMV N/A SUPPORT PRGM SRVS
(66) PATHWAYS TO HOUSING PA
5201 OLD YORK RD
PHILADELPHIA,PA19141 		45-2612118 501(c)(3) 11,472   FMV N/A SUPPORT PRGM SRVS
(67) KOHELET YESHIVA HIGH SCHOOL
223 N HIGHLAND AVE
MERION STATION,PA19066 		23-2915026 501(c)(3) 11,283   FMV N/A SUPPORT PRGM SRVS
(68) AMERICAN RED CROSS
431 18TH ST NW
WASHINGTON,DC20006 		53-0196605 501(c)(3) 11,179   FMV N/A SUPPORT PRGM SRVS
(69) CATHOLIC CHARITIES APPEAL OF THE ARCHDIOCESE PHL
222 N 17TH ST STE 708
PHILADELPHIA,PA19103 		23-1530528 501(c)(3) 11,144   FMV N/A SUPPORT PRGM SRVS
(70) PARTNERS IN HEALTH A NONPROFIT CORPORATION
800 BOYLSTON ST STE 300
BOSTON,MA02199 		04-3567502 501(c)(3) 11,134   FMV N/A SUPPORT PRGM SRVS
(71) PALESTINIAN CHILDREN'S RELIEF FUND PCRF
360 E 2ND ST STE 710
BURBANK,CA90086 		93-1057665 501(c)(3) 11,096   FMV N/A SUPPORT PRGM SRVS
(72) PHILADELPHIA ANIMAL WELFARE SOCIETY (PAWS)
100 N 2ND ST
PHILADELPHIA,PA191061902 		26-3862631 501(c)(3) 10,989   FMV N/A SUPPORT PRGM SRVS
(73) ALBERT M GREENFIELD HOME & SCHOOL ASSOCIATION INC
2200 CHESTNUT ST
PHILADELPHIA,PA19103 		32-0234360 501(c)(3) 10,800   FMV N/A SUPPORT PRGM SRVS
(74) AMERICAN CIVIL LIBERTIES FOUNDATION OF PA ACLU
1800 JFK BOULEVARD 600
PHILADELPHIA,PA19103 		23-1742013 501(c)(3) 10,487   FMV N/A SUPPORT PRGM SRVS
(75) KELLMAN BROWN ACADEMY
1007 LAUREL OAK RD
VOORHEES,NJ08043 		58-2674116 501(c)(3) 10,400   FMV N/A SUPPORT PRGM SRVS
(76) CAMP RAMAH IN THE POCONOS
7 BALA AVE STE 103
BALA CYNWYD,PA19004 		23-1607236 501(c)(3) 10,100   FMV N/A SUPPORT PRGM SRVS
(77) GIVEDIRECTLY
PO BOX 3221
NEW YORK CITY,NY10008 		27-1661997 501(c)(3) 10,075   FMV N/A SUPPORT PRGM SRVS
(78) WILBERFORCE SCHOOL INC
75 MAPLETON RD
PRINCETON,NJ08540 		20-1961626 501(c)(3) 10,000   FMV N/A SUPPORT PRGM SRVS
(79) VILLAGE IMPROVEMENT ASSOCIATION OF DOYLESTOWN
595 W STATE STREET 2ND FLOOR ADMIN
DOYLESTOWN,PA18901 		23-2368200 501(c)(3) 10,000   FMV N/A SUPPORT PRGM SRVS
(80) MAIN LINE SCHOOL NIGHT ASSOCIATION
60 GULPH CREEK RD
RADNOR,PA190874519 		23-6050469 501(c)(3) 10,000   FMV N/A SUPPORT PRGM SRVS
(81) YOUTH MENTORING PARTNERSHIP
967 E SWEDESFORD RD SUITE 401
EXTON,PA19341 		26-1366523 501(c)(3) 10,000   FMV N/A SUPPORT PRGM SRVS
(82) RAD-AID INTERNATIONAL INC
8004 ELLINGSON DR
CHEVY CHASE,MD20815 		26-3914931 501(c)(3) 10,000   FMV N/A SUPPORT PRGM SRVS
(83) CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT ST STE 300
PHILADELPHIA,PA19107 		46-3109411 501(c)(3) 10,000   FMV N/A SUPPORT PRGM SRVS
(84) MANNA (METRO AREA NEIGHBORHOOD NUTRITION ALLIANCE)
420 N 20TH ST
PHILADELPHIA,PA19130 		23-2586142 501(c)(3) 9,954   FMV N/A SUPPORT PRGM SRVS
(85) JEWISH FAMILY & CHILDREN'S SERVICE INC
1430 MAIN ST
WALTHAM,MA02451 		04-2104356 501(c)(3) 9,570   FMV N/A SUPPORT PRGM SRVS
(86) NATIONAL PUBLIC RADIO
1111 N CAPITOL ST NE
WASHINGTON,DC20002 		52-0907625 501(c)(3) 9,551   FMV N/A SUPPORT PRGM SRVS
(87) HABITAT FOR HUMANITY PHILADELPHIA
1829 N 19TH ST
PHILADELPHIA,PA19121 		42-1580163 501(c)(3) 9,172   FMV N/A SUPPORT PRGM SRVS
(88) AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST FL 18
NEW YORK CITY,NY10004 		13-6213516 501(c)(3) 8,849   FMV N/A SUPPORT PRGM SRVS
(89) THE MESIVTA HIGH SCHOOL OF GREATER PHILADELPHIA
314 LEVERING MILL RD
BALA CYNWYD,PA19004 		46-3823388 501(c)(3) 8,800   FMV N/A SUPPORT PRGM SRVS
(90) HIAS PENNSYLVANIA
123 S BROAD ST STE 950
PHILADELPHIA,PA19109 		23-1405597 501(c)(3) 8,584   FMV N/A SUPPORT PRGM SRVS
(91) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 SAINT JUDE PL
MEMPHIS,TN38105 		35-1044585 501(c)(3) 8,060   FMV N/A SUPPORT PRGM SRVS
(92) WORLD CENTRAL KITCHEN
PO BOX 96538
WASHINGTON,DC20090 		27-3521132 501(c)(3) 8,053   FMV N/A SUPPORT PRGM SRVS
(93) MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY N SUITE B
CHERRY HILL,NJ08034 		22-1912812 501(c)(3) 8,001   FMV N/A SUPPORT PRGM SRVS
(94) BLOOD CANCER UNITED
1201 15TH ST NW STE 410
WASHINGTON,DC20005 		13-5644916 501(c)(3) 7,813   FMV N/A SUPPORT PRGM SRVS
(95) ANERA (AMERICAN NEAR EAST REFUGEE AID)
1101 15TH STREET NW
WASHINGTON,DC20005 		52-0882226 501(c)(3) 7,123   FMV N/A SUPPORT PRGM SRVS
(96) PHILADELPHIA MURAL ARTS PROGRAM
1729 MOUNT VERNON ST
PHILADELPHIA,PA19130 		23-2876470 501(c)(3) 7,100   FMV N/A SUPPORT PRGM SRVS
(97) GREATER PHILADELPHIA COALITION AGAINST HUNGER
PO BOX 5685 4130 RIDGE AVE
PHILADELPHIA,PA191290685 		26-2727680 501(c)(3) 7,068   FMV N/A SUPPORT PRGM SRVS
(98) MY BROTHERS KEEPER
5646 BEAUMONT AVE
PHILADELPHIA,PA19143 		84-1903285 501(c)(3) 7,060   FMV N/A SUPPORT PRGM SRVS
(99) FOOD BANK OF SOUTH JERSEY
1501 JOHN TIPTON BLVD
PENNSAUKEN,NJ08110 		22-2623089 501(c)(3) 6,973   FMV N/A SUPPORT PRGM SRVS
(100) SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY E STE 400
FAIRFIELD,CT06825 		06-0726487 501(c)(3) 6,804   FMV N/A SUPPORT PRGM SRVS
(101) PRO PUBLICA INC
155 AVENUE OF THE AMERICAS FL 13
NEW YORK CITY,NY10013 		14-2007220 501(c)(3) 6,775   FMV N/A SUPPORT PRGM SRVS
(102) PLANNED PARENTHOOD KEYSTONE
29 N 9TH ST STE C
ALLENTOWN,PA18101 		23-2450112 501(c)(3) 6,343   FMV N/A SUPPORT PRGM SRVS
(103) FRIENDS SELECT SCHOOL
17TH THE PARKWAY
PHILADELPHIA,PA19103 		23-0604370 501(c)(3) 6,188   FMV N/A SUPPORT PRGM SRVS
(104) HOME & SCHOOL ASSOCIATION SCI LEADERSHIP ACADEMY
550 N BROAD ST 202
PHILADELPHIA,PA19130 		61-1513400 501(c)(3) 6,113   FMV N/A SUPPORT PRGM SRVS
(105) ALS HOPE FOUNDATION
550 PINETOWN RD STE 120
FORT WASHINGTON,PA19034 		23-3010389 501(c)(3) 6,097   FMV N/A SUPPORT PRGM SRVS
(106) MARCH OF DIMES
1550 CRYSTAL DR STE 1300
ARLINGTON,VA222024144 		13-1846366 501(c)(3) 6,042   FMV N/A SUPPORT PRGM SRVS
(107) THE AFRICAN AMERICAN CHILDREN'S BOOK PROJECT
1835 WYNNEWOOD RD
PHILADELPHIA,PA191513236 		45-0522281 501(c)(3) 6,000   FMV N/A SUPPORT PRGM SRVS
(108) ISLAMIC RELIEF USA
3655 WHEELER AVE
ALEXANDRIA,VA22304 		95-4453134 501(c)(3) 5,978   FMV N/A SUPPORT PRGM SRVS
(109) NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR ST FL 5
NEW YORK CITY,NY10006 		13-1655255 501(c)(3) 5,748   FMV N/A SUPPORT PRGM SRVS
(110) MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 4777
NEW YORK CITY,NY10163 		13-4141945 501(c)(3) 5,660   FMV N/A SUPPORT PRGM SRVS
(111) NATURAL LANDS TRUST
1031 PALMERS MILL RD
MEDIA,PA19063 		23-6272818 501(c)(3) 5,518   FMV N/A SUPPORT PRGM SRVS
(112) RONALD MCDONALD HOUSE CHARITIES OF THE PHL REGION
3925 CHESTNUT ST
PHILADELPHIA,PA19104 		23-7377505 501(c)(3) 5,482   FMV N/A SUPPORT PRGM SRVS
(113) EPILEPSY FOUNDATION OF EASTERN PENNSYLVANIA
919 WALNUT ST STE 700
PHILADELPHIA,PA19107 		23-1882279 501(c)(3) 5,408   FMV N/A SUPPORT PRGM SRVS
(114) SOUTHERN POVERTY LAW CENTER
PO BOX 548
MONTGOMERY,AL36101 		63-0598743 501(c)(3) 5,254   FMV N/A SUPPORT PRGM SRVS
(115) TEMPLE JUDEA OF BUCKS COUNTY
38 ROGERS RD
FURLONG,PA18925 		23-2469232 501(c)(3) 5,250   FMV N/A SUPPORT PRGM SRVS
(116) CHESTER COUNTY FOOD BANK
650 PENNSYLVANIA DR
EXTON,PA19341 		27-0887311 501(c)(3) 5,245   FMV N/A SUPPORT PRGM SRVS
(117) LANTERN THEATER COMPANY
ST STEPHENS THEATER
PHILADELPHIA,PA19107 		23-2798692 501(c)(3) 5,225   FMV N/A SUPPORT PRGM SRVS
(118) HILLEL ACADEMY OF PITTSBURGH
5685 BEACON ST
PITTSBURGH,PA15217 		25-1067130 501(c)(3) 5,200   FMV N/A SUPPORT PRGM SRVS
(119) JARELL CHRISTOPHER SEAY LOVE & LAUGHTER FOUNDATION
PO BOX 28865
PHILADELPHIA,PA19151 		45-2316606 501(c)(3) 5,200   FMV N/A SUPPORT PRGM SRVS
(120) COMMITTEE OF SEVENTY
123 S BROAD ST STE 1800
PHILADELPHIA,PA191091026 		23-0487205 501(c)(3) 5,187   FMV N/A SUPPORT PRGM SRVS
(121) COMMUNITY ORTHODOX MINYAN
PO BOX 2028
PHILADELPHIA,PA19103 		74-3159417 501(c)(3) 5,180   FMV N/A SUPPORT PRGM SRVS
(122) PENN PRESBYTERIAN MEDICAL CENTER
1500 MARKET ST FL 10
PHILADELPHIA,PA19102 		23-2810852 501(c)(3) 5,120   FMV N/A SUPPORT PRGM SRVS
(123) JACK M BARRACK HEBREW ACADEMY
272 S BRYN MAWR AVE
BRYN MAWR,PA19010 		23-1352614 501(c)(3) 5,072   FMV N/A SUPPORT PRGM SRVS
(124) NATIONAL AUDUBON SOCIETY INC
225 VARICK ST FL 7
NEW YORK CITY,NY10014 		13-1624102 501(c)(3) 5,069   FMV N/A SUPPORT PRGM SRVS
(125) JEWISH NATIONAL FUND - USA INC
42 E 69TH ST
NEW YORK CITY,NY10021 		83-2880252 501(c)(3) 5,007   FMV N/A SUPPORT PRGM SRVS
(126) PENNSYLVANIA ECONOMY LEAGUE INC
901 MARKET ST STE 3020
PHILADELPHIA,PA19107 		23-1352264 501(c)(3) 45,750   FMV N/A SUPPORT PRGM SRVS
(127) THE WOODLANDS TRUST FOR HISTORIC PRESERVATION
4000 WOODLAND AVE
PHILADELPHIA,PA19104 		31-1609803 501(C)(3) 12,713   FMV N/A SUPPORT PRGM SRVS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
125
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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) FINANCIAL AID TO UNDERGRADUATE STUDENTS 4881 266,065,078   FMV N/A
(2) FINANCIAL AID TO GRADUATE STUDENTS 5186 373,646,084   FMV N/A
(3) STUDENT PRIZES AND AWARDS 3971 14,408,413   FMV N/A
(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 GRANTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. --------------------
SCHEDULE I, PART II DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY MAKE SUB-AWARDS TO OTHER INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS AND ASSISTANCE" FOR FORM 990 REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2025, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 342 RECIPIENTS TOTALING $159,366,542. --------------------
SCHEDULE I, PART III DETAIL OF GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS TO PROMOTE ACCESS AND AFFORDABILITY, THE UNIVERSITY PROVIDES GRANT-BASED UNDERGRADUATE FINANCIAL AID PACKAGES AND ADHERES TO A NEED-BLIND ADMISSION POLICY, IN WHICH ADMISSION DECISIONS ARE NOT AFFECTED BY A STUDENT'S ABILITY TO PAY OR APPLICATION FOR FINANCIAL AID. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING ASSISTANTSHIPS AND FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFITS AS DESCRIBED ABOVE.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
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
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
1ADZICK N SCOTT MD
CHOP - SURGERY 		(i)

(ii)		 1,342,362
-------------
0 		0
-------------
0 		1,413,455
-------------
0 		34,500
-------------
0 		23,613
-------------
0 		2,813,930
-------------
0 		0
-------------
0
2MARCOTTE PAUL MD
NEUROSURGERY 		(i)

(ii)		 1,461,903
-------------
0 		7,500
-------------
0 		838,959
-------------
0 		34,500
-------------
0 		10,104
-------------
0 		2,352,966
-------------
0 		0
-------------
0
3TAYLOR JESSE MD
CHOP - PLASTIC SURGERY 		(i)

(ii)		 1,492,680
-------------
0 		0
-------------
0 		904,546
-------------
0 		34,500
-------------
0 		29,517
-------------
0 		2,461,243
-------------
0 		0
-------------
0
4WELCH WILLIAM MD
NEUROSURGERY 		(i)

(ii)		 1,455,232
-------------
0 		0
-------------
0 		753,265
-------------
0 		34,500
-------------
0 		40,971
-------------
0 		2,283,968
-------------
0 		0
-------------
0
5YOSHOR DANIEL MD
NEUROSURGERY 		(i)

(ii)		 1,426,293
-------------
0 		808,060
-------------
0 		618,862
-------------
0 		50,500
-------------
0 		40,597
-------------
0 		2,944,312
-------------
0 		0
-------------
0
6AMMON PETER
CHIEF INVESTMENT OFFICER 		(i)

(ii)		 1,219,480
-------------
0 		3,902,529
-------------
0 		450
-------------
0 		2,008,670
-------------
0 		15,267
-------------
0 		7,146,396
-------------
0 		2,381,623
-------------
0
7ASCH DAVID
SVP STRATEGIC INITIATIVES 		(i)

(ii)		 626,680
-------------
0 		225,806
-------------
0 		163,116
-------------
0 		34,500
-------------
0 		37,835
-------------
0 		1,087,937
-------------
0 		0
-------------
0
8DRISCOLL DEBORAH A MD
SVP CPUP, VICE DEAN PSOM 		(i)

(ii)		 552,488
-------------
0 		670,204
-------------
0 		479,127
-------------
0 		34,500
-------------
0 		1,409
-------------
0 		1,737,728
-------------
0 		0
-------------
0
9CUNNINGHAM REGINA
CEO HUP 		(i)

(ii)		 836,741
-------------
0 		404,671
-------------
0 		201,366
-------------
0 		0
-------------
0 		18,972
-------------
0 		1,461,750
-------------
0 		166,360
-------------
0
10JOHNSTON ELIZABETH
FORMER EXEC. DIRECTOR CPUP 		(i)

(ii)		 517,211
-------------
0 		0
-------------
0 		7,831
-------------
0 		0
-------------
0 		12,084
-------------
0 		537,126
-------------
0 		0
-------------
0
11KASPER KEITH
EXEC. VP & CAO, UPHS 		(i)

(ii)		 1,004,092
-------------
0 		1,531,258
-------------
0 		227,425
-------------
0 		218,400
-------------
0 		19,135
-------------
0 		3,000,310
-------------
0 		189,584
-------------
0
12MAHONEY KEVIN
CEO, UPHS 		(i)

(ii)		 1,880,100
-------------
0 		1,029,800
-------------
0 		44,887
-------------
0 		352,800
-------------
0 		21,577
-------------
0 		3,329,164
-------------
0 		0
-------------
0
13MASOTTI CHRISTOPHER
VICE DEAN, ADMINISTRATION PSOM 		(i)

(ii)		 514,158
-------------
0 		213,421
-------------
0 		1,340
-------------
0 		34,500
-------------
0 		64,473
-------------
0 		827,892
-------------
0 		0
-------------
0
14PUCHTLER JULIA
SVP & CFO, UPHS 		(i)

(ii)		 579,435
-------------
0 		183,820
-------------
0 		90,176
-------------
0 		70,700
-------------
0 		19,516
-------------
0 		943,647
-------------
0 		66,211
-------------
0
15QUINN PETER
FORMER SVP, VICE DEAN, PROF SR 		(i)

(ii)		 102,691
-------------
0 		0
-------------
0 		1,508
-------------
0 		11,074
-------------
0 		23,745
-------------
0 		139,018
-------------
0 		0
-------------
0
16SESTITO JOHN
VP & EXECUTIVE DIRECTOR CPUP 		(i)

(ii)		 395,474
-------------
0 		164,160
-------------
0 		241,816
-------------
0 		0
-------------
0 		18,762
-------------
0 		820,212
-------------
0 		216,549
-------------
0
17VOLPE MICHELLE
SVP & CEO, UPHS 		(i)

(ii)		 861,252
-------------
0 		414,596
-------------
0 		206,608
-------------
0 		0
-------------
0 		12,018
-------------
0 		1,494,474
-------------
0 		176,800
-------------
0
18ANDERSON KATHLEEN
VP FOR PUBLIC SAFETY 		(i)

(ii)		 313,345
-------------
0 		72,371
-------------
0 		426
-------------
0 		32,400
-------------
0 		32,168
-------------
0 		450,710
-------------
0 		0
-------------
0
19CARNAROLI CRAIG
EXECUTIVE VP 		(i)

(ii)		 1,107,047
-------------
0 		250,000
-------------
0 		2,427,020
-------------
0 		581,856
-------------
0 		27,137
-------------
0 		4,393,060
-------------
0 		2,038,011
-------------
0
20CITRO MICHAEL
VP & CHIEF OF STAFF 		(i)

(ii)		 463,117
-------------
0 		97,027
-------------
0 		300
-------------
0 		47,052
-------------
0 		23,156
-------------
0 		630,652
-------------
0 		0
-------------
0
21COOPER JEFFREY
VP GOV'T & COMMUNITY RELATIONS 		(i)

(ii)		 500,917
-------------
0 		85,396
-------------
0 		22,855
-------------
0 		0
-------------
0 		31,018
-------------
0 		640,186
-------------
0 		0
-------------
0
22COWENHOVEN ANNA
VP COMMUNICATNS- THRU 8/1/24 		(i)

(ii)		 287,156
-------------
0 		92,767
-------------
0 		60,814
-------------
0 		32,737
-------------
0 		25,483
-------------
0 		498,957
-------------
0 		0
-------------
0
23DILEO RUSSELL
COMPTROLLER 		(i)

(ii)		 352,718
-------------
0 		72,000
-------------
0 		1,290
-------------
0 		35,507
-------------
0 		36,513
-------------
0 		498,028
-------------
0 		0
-------------
0
24DINGFIELD MARK
VP FINANCE & TREASURER 		(i)

(ii)		 578,794
-------------
0 		125,000
-------------
0 		450
-------------
0 		58,575
-------------
0 		21,484
-------------
0 		784,303
-------------
0 		0
-------------
0
25EPSTEIN JON MD
EXEC VP & DEAN MS-AS OF 3/1/25 		(i)

(ii)		 586,851
-------------
0 		517,292
-------------
0 		816,434
-------------
0 		34,500
-------------
0 		23,908
-------------
0 		1,978,985
-------------
0 		0
-------------
0
26GRIFFO KATHRYN
VP DEV & ALUM REL-AS OF 4/1/25 		(i)

(ii)		 546,149
-------------
0 		146,489
-------------
0 		1,980
-------------
0 		34,500
-------------
0 		80,067
-------------
0 		809,185
-------------
0 		0
-------------
0
27GUTMANN AMY
FORMER PRESIDENT 		(i)

(ii)		 252,016
-------------
0 		0
-------------
0 		501,912
-------------
0 		33,866
-------------
0 		6,496
-------------
0 		794,290
-------------
0 		0
-------------
0
28HEUER JOHN J
FORMER SVP HUMAN RESOURCE 		(i)

(ii)		 356,170
-------------
0 		134,385
-------------
0 		20,753
-------------
0 		43,600
-------------
0 		41,948
-------------
0 		596,856
-------------
0 		0
-------------
0
29HOWARD CHARLES
VP SOC EQ & COMM, UNIV. CHAPLN 		(i)

(ii)		 325,406
-------------
0 		65,000
-------------
0 		8,676
-------------
0 		33,975
-------------
0 		80,136
-------------
0 		513,193
-------------
0 		0
-------------
0
30HUSSON JAMES
VP DEV & ALUM REL- THRU 3/3/25 		(i)

(ii)		 1,030,002
-------------
0 		214,172
-------------
0 		1,324
-------------
0 		104,026
-------------
0 		39,337
-------------
0 		1,388,861
-------------
0 		0
-------------
0
31JACKSON JOHN PHD
PROVOST 		(i)

(ii)		 907,319
-------------
0 		245,863
-------------
0 		1,035
-------------
0 		91,003
-------------
0 		7,630
-------------
0 		1,252,850
-------------
0 		0
-------------
0
32JAMESON J LARRY DR
TRUSTEE & PRES.- AS OF 3/13/25 		(i)

(ii)		 2,581,284
-------------
0 		1,700,000
-------------
0 		1,178,234
-------------
0 		2,544,750
-------------
0 		39,075
-------------
0 		8,043,343
-------------
0 		1,056,307
-------------
0
33LEWIS TREVOR
VP BUDGET & MGMT ANALYSIS 		(i)

(ii)		 478,850
-------------
0 		107,500
-------------
0 		1,290
-------------
0 		49,000
-------------
0 		37,694
-------------
0 		674,334
-------------
0 		0
-------------
0
34LOPEZ STACEY
VP INSTITUTIONAL RESEARCH 		(i)

(ii)		 441,697
-------------
0 		76,231
-------------
0 		1,290
-------------
0 		44,432
-------------
0 		17,487
-------------
0 		581,137
-------------
0 		0
-------------
0
35MACCARTHY STEPHEN J
FORMER VP COMMUNICATIONS 		(i)

(ii)		 214,583
-------------
0 		0
-------------
0 		31,551
-------------
0 		10,729
-------------
0 		0
-------------
0 		256,863
-------------
0 		0
-------------
0
36MAGILL M ELIZABETH
FORMER PRESIDENT 		(i)

(ii)		 1,515,057
-------------
0 		609,000
-------------
0 		2,086,232
-------------
0 		211,125
-------------
0 		36,353
-------------
0 		4,457,767
-------------
0 		0
-------------
0
37MITCHELL JOANN
SVP FOR INSTITUTIONAL AFFAIRS 		(i)

(ii)		 557,507
-------------
0 		116,363
-------------
0 		25,829
-------------
0 		34,500
-------------
0 		19,549
-------------
0 		753,748
-------------
0 		0
-------------
0
38MURPHY THOMAS
SVP ISC & CIO 		(i)

(ii)		 630,954
-------------
0 		160,000
-------------
0 		1,980
-------------
0 		63,750
-------------
0 		39,788
-------------
0 		896,472
-------------
0 		0
-------------
0
39NARVEKAR MEDHA
VP & SECRETARY 		(i)

(ii)		 685,638
-------------
0 		168,120
-------------
0 		3,810
-------------
0 		69,215
-------------
0 		25,689
-------------
0 		952,472
-------------
0 		0
-------------
0
40PAPAGEORGE ANNE
SR VP FACILITIES & REAL ESTATE 		(i)

(ii)		 585,592
-------------
0 		145,000
-------------
0 		1,980
-------------
0 		59,175
-------------
0 		19,582
-------------
0 		811,329
-------------
0 		0
-------------
0
41PELLICANO GREGORY
VP AUDIT, COMPLIANCE & PRIV'Y 		(i)

(ii)		 384,585
-------------
0 		85,000
-------------
0 		2,030
-------------
0 		39,400
-------------
0 		43,965
-------------
0 		554,980
-------------
0 		0
-------------
0
42PRITCHETT WENDELL
FORMER PROVOST 		(i)

(ii)		 444,575
-------------
0 		0
-------------
0 		83,295
-------------
0 		34,500
-------------
0 		32,681
-------------
0 		595,051
-------------
0 		0
-------------
0
43ROST GREGORY
FORMER SVP & CHIEF OF STAFF 		(i)

(ii)		 225,604
-------------
0 		0
-------------
0 		3,406
-------------
0 		22,949
-------------
0 		12,048
-------------
0 		264,007
-------------
0 		0
-------------
0
44SCALES MICHAEL
VP BUSINESS SRVCS 		(i)

(ii)		 215,986
-------------
0 		0
-------------
0 		753
-------------
0 		18,750
-------------
0 		4,913
-------------
0 		240,402
-------------
0 		0
-------------
0
45WASHINGTON FELICIA
VP HUMAN RESRCS- AS OF 10/1/24 		(i)

(ii)		 139,915
-------------
0 		25,000
-------------
0 		142,356
-------------
0 		12,812
-------------
0 		6,203
-------------
0 		326,286
-------------
0 		0
-------------
0
46WHITE WENDY
SVP & GENERAL COUNSEL 		(i)

(ii)		 901,767
-------------
0 		196,254
-------------
0 		62,671
-------------
0 		34,500
-------------
0 		28,323
-------------
0 		1,223,515
-------------
0 		0
-------------
0
47WITT MARIE
FORMER VP BUSINESS SERVICES 		(i)

(ii)		 263,207
-------------
0 		111,500
-------------
0 		19,645
-------------
0 		31,650
-------------
0 		18,646
-------------
0 		444,648
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 DETAIL OF ADDITIONAL BENEFITS FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY THE PRESIDENT IN CONNECTION WITH THEIR DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. --------------------
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNTS WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: ANDERSON, KATHLEEN - NO DISTRIBUTION AMMON, PETER - NO DISTRIBUTION ASCH, DAVID - NO DISTRIBUTION CITRO, MICHAEL - NO DISTRIBUTION COOPER, JEFFREY - NO DISTRIBUTION COWENHOVEN, ANNA - NO DISTRIBUTION DILEO, RUSSELL - NO DISTRIBUTION DINGFIELD, MARK - NO DISTRIBUTION HEUER, JOHN J. - NO DISTRIBUTION HOWARD, CHARLES - NO DISTRIBUTION HUSSON, JAMES - NO DISTRIBUTION JACKSON, JOHN - NO DISTRIBUTION LEWIS, TREVOR - NO DISTRIBUTION LOPEZ, STACEY - NO DISTRIBUTION MACCARTHY, STEPHEN - $128,155 MITCHELL, JOANN - NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION NARVEKAR, MEDHA - NO DISTRIBUTION PAPAGEORGE, ANN - NO DISTRIBUTION PELLICANO, GREGORY - NO DISTRIBUTION SCALES, MICHAEL - NO DISTRIBUTION WHITE, WENDY S. - NO DISTRIBUTION WITT, MARIE - NO DISTRIBUTION IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE UNIVERSITY ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY, AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - $2,573,248 CARNAROLI, CRAIG - $2,424,990 JAMESON, J. LARRY - $632,635 MAGILL, M. ELIZABETH - $283,442 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CUNNINGHAM, REGINA - $166,360 KASPER, KEITH - $189,584 PUCHTLER, JULIA - $66,211 SESTITO, JOHN - $216,549 VOLPE, MICHELE - $176,800 -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SERP DESIGNED FOR THE CHIEF EXECUTIVE OFFICER OF THE HEALTH SYSTEM. VESTING IN THE SERP OCCURS ON JUNE 30, 2027 OR UPON THE OCCURRENCE OF CERTAIN EVENTS (DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: KEVIN MAHONEY - NO DISTRIBUTION -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: ASCH, DAVID - NO DISTRIBUTION MARCOTTE, PAUL, MD - NO DISTRIBUTION WELCH, WILLIAM, MD - NO DISTRIBUTION YOSHOR, DANIEL, MD - NO DISTRIBUTION --------------------
SCHEDULE J, PART I, LINE 7 PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. -----------------
SCHEDULE J, PART II ADDITIONAL DETAIL REGARDING CERTAIN COMPENSATION REPORTED N. SCOTT ADZICK, MD AND JESSE TAYLOR, MD, ALL HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED, THIRD PARTY, CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY PURPOSES, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THESE PHYSICIANS' SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTIONS OF THE PHYSICIANS' SALARIES.
Schedule J (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number
23-1352685
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A PA HIGHER ED FACILITIES ATHRTY-SERIES AB 2015
  		22-2243852 70917SPV9 04-16-2015 423,474,654 REFUND2005A,C;2009A,B,C;2010;2011A   X   X   X
B PA HIGHER ED FACILITIES ATHRTY-SERIES A 2016
  		22-2243852 70917SWG4 04-28-2016 187,067,793 ADVANCE REFUNDING OF MULT. BONDS   X   X   X
C PA HIGHER ED FACILITIES ATHRTY-SERIES A 2017
  		22-2243852 70917SDS9 01-19-2017 200,857,522 RENOVATIONS OF VARIOUS BLDGS   X   X   X
D PA HIGHER ED FACILITIES ATHRTY-SERIES A 2018
  		22-2243852 70917S4A8 10-17-2018 200,829,171 VARIOUS CAPITAL PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025
  		23-2243852 70917TTD3 02-05-2025 301,081,714 VARIOUS CAPITAL PROJECTS   X   X   X
WASHINGTON COUNTY ATHRTY-SERIES OF 2004
  		22-2243852 938591BF0 05-27-2004 62,500,000 REDEEM 1985 BONDS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2008
  		22-2243852 70917RPY5 04-16-2008 105,805,000 REFUND PHX 2002; CAPITAL PROJECT   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015
  		22-2243852 70917SSJ3 07-19-2015 398,010,258 ADV/CUR REFUND; VAR CAP PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016
  		22-2243852 514045M75 04-07-2016 346,410,442 ADV. REFUND; VARIOUS CAP. PROJECTS   X   X   X
PA HIGHER ED FACILITIES-UPHS SERIES C 2016
  		22-2243852 70917SYU1 01-17-2017 151,191,978 ADV. REFUNDING OF UPHS 2011A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2017
  		22-2243852 709175587 12-31-2017 443,182,248 BUILDING AND STRUCTURES   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2019
  		22-2243852 70917S6Z1 12-05-2019 600,000,239 REFUND TAXABLE BOND & NEW MONEY   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2021
  		22-2243852 70917TCC3 04-13-2021 100,576,074 CURRENT REFUNDING OF UPHS SERIES A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES B 2021
  		22-2243852 70917TCY5 05-18-2022 125,909,921 REFUND UPHS SERIES 2014 & 2012 BON   X   X   X
PA HIGHER ED FACILITIES ATHRTY- COMM PAPER 2024
  		23-2243852   11-19-2024 100,000,000 QUAD RENOVATIONS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 277,568,260 68,532,508 13,778,420 23,402,822
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 428,357,536 190,063,629 200,857,522 200,829,171
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 1,203,672 857,522 829,171
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 428,357,536 188,859,957 200,000,000 200,000,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2016 2017 2018
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     X   X   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   X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X     X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.069 % 0.093 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.246 % 0.266 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.315 % 0.359 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
TAX-EXEMPT BONDS- ADDITIONAL CUSIP INFORMATION FORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025: 70917TTC5 ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $1,545,289 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $11,691,215 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $646,360 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,669,461 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $337,342 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $23,482 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $924,025 OF INVESTMENT EARNINGS. ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2025, SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------
TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,448,450 AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $23,165,618 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,444,015 FOR PRESBYTERIAN MEDICAL CENTER, $28,708,617 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $141,167,854 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $7,010,117 FOR PRESBYTERIAN MEDICAL CENTER AND $7,010,119 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,845,338 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,420,017 FOR PRESBYTERIAN MEDICAL CENTER AND $48,066,720 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,367,742 FOR PRESBYTERIAN MEDICAL CENTER AND $19,156,988 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. ------------------
Schedule K (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number
23-1352685
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A PA HIGHER ED FACILITIES ATHRTY-SERIES AB 2015
  		22-2243852 70917SPV9 04-16-2015 423,474,654 REFUND2005A,C;2009A,B,C;2010;2011A   X   X   X
B PA HIGHER ED FACILITIES ATHRTY-SERIES A 2016
  		22-2243852 70917SWG4 04-28-2016 187,067,793 ADVANCE REFUNDING OF MULT. BONDS   X   X   X
C PA HIGHER ED FACILITIES ATHRTY-SERIES A 2017
  		22-2243852 70917SDS9 01-19-2017 200,857,522 RENOVATIONS OF VARIOUS BLDGS   X   X   X
D PA HIGHER ED FACILITIES ATHRTY-SERIES A 2018
  		22-2243852 70917S4A8 10-17-2018 200,829,171 VARIOUS CAPITAL PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025
  		23-2243852 70917TTD3 02-05-2025 301,081,714 VARIOUS CAPITAL PROJECTS   X   X   X
WASHINGTON COUNTY ATHRTY-SERIES OF 2004
  		22-2243852 938591BF0 05-27-2004 62,500,000 REDEEM 1985 BONDS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2008
  		22-2243852 70917RPY5 04-16-2008 105,805,000 REFUND PHX 2002; CAPITAL PROJECT   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015
  		22-2243852 70917SSJ3 07-19-2015 398,010,258 ADV/CUR REFUND; VAR CAP PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016
  		22-2243852 514045M75 04-07-2016 346,410,442 ADV. REFUND; VARIOUS CAP. PROJECTS   X   X   X
PA HIGHER ED FACILITIES-UPHS SERIES C 2016
  		22-2243852 70917SYU1 01-17-2017 151,191,978 ADV. REFUNDING OF UPHS 2011A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2017
  		22-2243852 709175587 12-31-2017 443,182,248 BUILDING AND STRUCTURES   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2019
  		22-2243852 70917S6Z1 12-05-2019 600,000,239 REFUND TAXABLE BOND & NEW MONEY   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2021
  		22-2243852 70917TCC3 04-13-2021 100,576,074 CURRENT REFUNDING OF UPHS SERIES A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES B 2021
  		22-2243852 70917TCY5 05-18-2022 125,909,921 REFUND UPHS SERIES 2014 & 2012 BON   X   X   X
PA HIGHER ED FACILITIES ATHRTY- COMM PAPER 2024
  		23-2243852   11-19-2024 100,000,000 QUAD RENOVATIONS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 277,568,260 68,532,508 13,778,420 23,402,822
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 428,357,536 190,063,629 200,857,522 200,829,171
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 1,203,672 857,522 829,171
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 428,357,536 188,859,957 200,000,000 200,000,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2016 2017 2018
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     X   X   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   X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X     X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.069 % 0.093 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.246 % 0.266 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.315 % 0.359 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
TAX-EXEMPT BONDS- ADDITIONAL CUSIP INFORMATION FORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025: 70917TTC5 ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $1,545,289 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $11,691,215 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $646,360 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,669,461 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $337,342 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $23,482 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $924,025 OF INVESTMENT EARNINGS. ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2025, SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------
TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,448,450 AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $23,165,618 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,444,015 FOR PRESBYTERIAN MEDICAL CENTER, $28,708,617 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $141,167,854 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $7,010,117 FOR PRESBYTERIAN MEDICAL CENTER AND $7,010,119 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,845,338 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,420,017 FOR PRESBYTERIAN MEDICAL CENTER AND $48,066,720 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,367,742 FOR PRESBYTERIAN MEDICAL CENTER AND $19,156,988 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. ------------------
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  


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
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number
23-1352685
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A PA HIGHER ED FACILITIES ATHRTY-SERIES AB 2015
  		22-2243852 70917SPV9 04-16-2015 423,474,654 REFUND2005A,C;2009A,B,C;2010;2011A   X   X   X
B PA HIGHER ED FACILITIES ATHRTY-SERIES A 2016
  		22-2243852 70917SWG4 04-28-2016 187,067,793 ADVANCE REFUNDING OF MULT. BONDS   X   X   X
C PA HIGHER ED FACILITIES ATHRTY-SERIES A 2017
  		22-2243852 70917SDS9 01-19-2017 200,857,522 RENOVATIONS OF VARIOUS BLDGS   X   X   X
D PA HIGHER ED FACILITIES ATHRTY-SERIES A 2018
  		22-2243852 70917S4A8 10-17-2018 200,829,171 VARIOUS CAPITAL PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025
  		23-2243852 70917TTD3 02-05-2025 301,081,714 VARIOUS CAPITAL PROJECTS   X   X   X
WASHINGTON COUNTY ATHRTY-SERIES OF 2004
  		22-2243852 938591BF0 05-27-2004 62,500,000 REDEEM 1985 BONDS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2008
  		22-2243852 70917RPY5 04-16-2008 105,805,000 REFUND PHX 2002; CAPITAL PROJECT   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015
  		22-2243852 70917SSJ3 07-19-2015 398,010,258 ADV/CUR REFUND; VAR CAP PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016
  		22-2243852 514045M75 04-07-2016 346,410,442 ADV. REFUND; VARIOUS CAP. PROJECTS   X   X   X
PA HIGHER ED FACILITIES-UPHS SERIES C 2016
  		22-2243852 70917SYU1 01-17-2017 151,191,978 ADV. REFUNDING OF UPHS 2011A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2017
  		22-2243852 709175587 12-31-2017 443,182,248 BUILDING AND STRUCTURES   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2019
  		22-2243852 70917S6Z1 12-05-2019 600,000,239 REFUND TAXABLE BOND & NEW MONEY   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2021
  		22-2243852 70917TCC3 04-13-2021 100,576,074 CURRENT REFUNDING OF UPHS SERIES A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES B 2021
  		22-2243852 70917TCY5 05-18-2022 125,909,921 REFUND UPHS SERIES 2014 & 2012 BON   X   X   X
PA HIGHER ED FACILITIES ATHRTY- COMM PAPER 2024
  		23-2243852   11-19-2024 100,000,000 QUAD RENOVATIONS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 277,568,260 68,532,508 13,778,420 23,402,822
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 428,357,536 190,063,629 200,857,522 200,829,171
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 1,203,672 857,522 829,171
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 428,357,536 188,859,957 200,000,000 200,000,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2016 2017 2018
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     X   X   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   X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X     X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.069 % 0.093 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.246 % 0.266 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.315 % 0.359 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
TAX-EXEMPT BONDS- ADDITIONAL CUSIP INFORMATION FORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025: 70917TTC5 ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $1,545,289 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $11,691,215 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $646,360 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,669,461 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $337,342 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $23,482 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $924,025 OF INVESTMENT EARNINGS. ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2025, SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------
TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,448,450 AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $23,165,618 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,444,015 FOR PRESBYTERIAN MEDICAL CENTER, $28,708,617 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $141,167,854 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $7,010,117 FOR PRESBYTERIAN MEDICAL CENTER AND $7,010,119 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,845,338 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,420,017 FOR PRESBYTERIAN MEDICAL CENTER AND $48,066,720 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,367,742 FOR PRESBYTERIAN MEDICAL CENTER AND $19,156,988 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. ------------------
Schedule K (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number
23-1352685
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A PA HIGHER ED FACILITIES ATHRTY-SERIES AB 2015
  		22-2243852 70917SPV9 04-16-2015 423,474,654 REFUND2005A,C;2009A,B,C;2010;2011A   X   X   X
B PA HIGHER ED FACILITIES ATHRTY-SERIES A 2016
  		22-2243852 70917SWG4 04-28-2016 187,067,793 ADVANCE REFUNDING OF MULT. BONDS   X   X   X
C PA HIGHER ED FACILITIES ATHRTY-SERIES A 2017
  		22-2243852 70917SDS9 01-19-2017 200,857,522 RENOVATIONS OF VARIOUS BLDGS   X   X   X
D PA HIGHER ED FACILITIES ATHRTY-SERIES A 2018
  		22-2243852 70917S4A8 10-17-2018 200,829,171 VARIOUS CAPITAL PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025
  		23-2243852 70917TTD3 02-05-2025 301,081,714 VARIOUS CAPITAL PROJECTS   X   X   X
WASHINGTON COUNTY ATHRTY-SERIES OF 2004
  		22-2243852 938591BF0 05-27-2004 62,500,000 REDEEM 1985 BONDS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2008
  		22-2243852 70917RPY5 04-16-2008 105,805,000 REFUND PHX 2002; CAPITAL PROJECT   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015
  		22-2243852 70917SSJ3 07-19-2015 398,010,258 ADV/CUR REFUND; VAR CAP PROJECTS   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016
  		22-2243852 514045M75 04-07-2016 346,410,442 ADV. REFUND; VARIOUS CAP. PROJECTS   X   X   X
PA HIGHER ED FACILITIES-UPHS SERIES C 2016
  		22-2243852 70917SYU1 01-17-2017 151,191,978 ADV. REFUNDING OF UPHS 2011A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2017
  		22-2243852 709175587 12-31-2017 443,182,248 BUILDING AND STRUCTURES   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2019
  		22-2243852 70917S6Z1 12-05-2019 600,000,239 REFUND TAXABLE BOND & NEW MONEY   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2021
  		22-2243852 70917TCC3 04-13-2021 100,576,074 CURRENT REFUNDING OF UPHS SERIES A   X   X   X
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES B 2021
  		22-2243852 70917TCY5 05-18-2022 125,909,921 REFUND UPHS SERIES 2014 & 2012 BON   X   X   X
PA HIGHER ED FACILITIES ATHRTY- COMM PAPER 2024
  		23-2243852   11-19-2024 100,000,000 QUAD RENOVATIONS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 277,568,260 68,532,508 13,778,420 23,402,822
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 428,357,536 190,063,629 200,857,522 200,829,171
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 1,203,672 857,522 829,171
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 0 0
11 Other spent proceeds ............. 428,357,536 188,859,957 200,000,000 200,000,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2015 2016 2017 2018
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     X   X   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   X     X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X     X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.069 % 0.093 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.246 % 0.266 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.315 % 0.359 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X   X
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
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   X   X   X
b Name of provider .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
TAX-EXEMPT BONDS- ADDITIONAL CUSIP INFORMATION FORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025: 70917TTC5 ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $1,545,289 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $11,691,215 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $646,360 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,669,461 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $337,342 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $23,482 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $924,025 OF INVESTMENT EARNINGS. ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2025, SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------
TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,448,450 AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $23,165,618 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,444,015 FOR PRESBYTERIAN MEDICAL CENTER, $28,708,617 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $141,167,854 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $7,010,117 FOR PRESBYTERIAN MEDICAL CENTER AND $7,010,119 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,845,338 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,420,017 FOR PRESBYTERIAN MEDICAL CENTER AND $48,066,720 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,367,742 FOR PRESBYTERIAN MEDICAL CENTER AND $19,156,988 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. ------------------
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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) BANET-WEISER SARAH DEAN, ANNENBERG SCHOOL SPECIAL EMPLOYEE LN   X 200,000 165,000   No Yes   Yes  
(2) GUTMANN AMY FORMER PRESIDENT SPECIAL EMPLOYEE LN   X 3,700,000 3,756,561   No Yes   Yes  
(3) LEE SOPHIA Z DEAN, PENN CAREY LAW SPECIAL EMPLOYEE LN   X 300,000 245,000   No Yes   Yes  
(4) STRUNK KATHARINE O DEAN, GSE SPECIAL EMPLOYEE LN   X 150,000 122,500   No Yes   Yes  
(5) WASHINGTON FELICIA VP, HUMAN RESOURCES SPECIAL EMPLOYEE LN   X 300,000 280,000   No Yes   Yes  
Total ............... $ 4,569,061
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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
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) EVAN ANDERSON FAMILY MEMBER OF OFFICER 103,561 EMPLOYEE COMPENSATION   No
(2) CHRISTOS COUTIFARIS FAMILY MEMBER OF KEY EE 411,404 EMPLOYEE COMPENSATION   No
(3) PAULINA COUTIFARIS FAMILY MEMBER OF KEY EE 97,711 EMPLOYEE COMPENSATION   No
(4) LAURA DINGFIELD FAMILY MEMBER OF OFFICER 267,558 EMPLOYEE COMPENSATION   No
(5) NICHOLAS HEUER FAMILY MEMBER OF FMR OFF. 46,560 EMPLOYEE COMPENSATION   No
(6) LIA HOWARD FAMILY MEMBER OF OFFICER 94,367 EMPLOYEE COMPENSATION   No
(7) MICHAEL HUSSON MD FAMILY MEMBER OF OFFICER 423,489 EMPLOYEE COMPENSATION   No
(8) CHRISTINA JAMESON O'MALLEY FAMILY MEMBER OF OFFICER 172,173 EMPLOYEE COMPENSATION   No
(9) ABIGAIL PETERSON FAMILY MEMBER OF FMR KEY EE 99,384 EMPLOYEE COMPENSATION   No
(10) PAULA PRITCHETT FAMILY MEMBER OF FMR OFF. 182,225 EMPLOYEE COMPENSATION   No
(11) DEOBORAH THOMAS FAMILY MEMBER OF OFFICER 336,391 EMPLOYEE COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THE UNIVERSITY MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. --------------------
SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. --------------------
Schedule L (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




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
2024
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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 4 2,195,000 FMV
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 1 FMV
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous .. X 1,239 62,721,599 FMV
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( DONATED EQPMNT ) X 2 173,447 FMV
26 Other Right pointing arrow large image ( OTHER GIFTS ) X 65 1,343,638 FMV
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
19
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) (2024)
Schedule M (Form 990) (2024)
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, LINE 32B UTILIZATION OF THIRD PARTIES FOR SALES IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY WILL THEN RECEIVE A PORTION OF THE SALES PRICE. THIS ACTIVITY IS TYPICALLY VERY MINOR AND GENERATES LESS THAN $2,000 PER YEAR. THE UNIVERSITY RECORDS ANY CRYPTOCURRENCY CONTRIBUTIONS AS A COMPONENT OF SECURITIES FOR ACCOUNTING PURPOSES. THE UNIVERSITY TYPICALLY UTILIZES A THIRD-PARTY SERVICE TO INITIATE THE IMMEDIATE SALE OF ANY CRYPTOCURRENCY CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2024)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
Return Reference Explanation
FORM 990, PART III, LINE 4A &4B TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE UNIVERSITY OF PENNSYLVANIA ("PENN"UNIVERSITY") IS ONE OF THE OLDEST UNIVERSITIES IN THE UNITED STATES. IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740, WAS CHARTERED AS A COLLEGE IN 1755, AND, ON MAY 17, 1757, HELD ITS FIRST COMMENCEMENT, GRADUATING A CLASS OF SEVEN STUDENTS. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. PUBLIC SERVICE IS A TOP INSTITUTIONAL PRIORITY FOR PENN. AS SUCH, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. THE UNIVERSITY IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. IN ADDITION, THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME. I. EDUCATION PENN'S FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED BY FY 2025'S CONCOMITANT INCREASES IN ADMISSIONS SELECTIVITY AND CAMPUS MULTICULTURALISM. OF 72,544 STUDENTS WHO APPLIED FOR THE CLASS OF 2029, ONLY 3,570, OR 4.9 PERCENT, WERE OFFERED ADMISSION. FIFTY-THREE PERCENT OF THE ADMITTED CLASS WERE ASSIGNED FEMALE AT BIRTH, AND 47 PERCENT WERE ASSIGNED MALE. THIS EXCEPTIONAL CLASS HAS, AT THE SAME TIME, CONTRIBUTED TO PENN'S ONGOING GROWTH IN DIVERSITY: AMONG UNITED STATES CITIZENS AND PERMANENT RESIDENTS AT PENN, 56.6 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR. 20.8 PERCENT OF ENROLLED STUDENTS IN THE CLASS OF 2029 IDENTIFY AS FIRST-GENERATION COLLEGE STUDENTS. OF THE 13.1 PERCENT OF INTERNATIONAL STUDENTS ENROLLED IN THE CLASS OF 2029, 43.1 PERCENT WERE FROM ASIA, 19.8 PERCENT FROM EUROPE, 12.9 PERCENT FROM CANADA AND MEXICO, 10.7 PERCENT FROM CENTRAL AND SOUTH AMERICA AND THE CARIBBEAN, 10.1 PERCENT FROM AFRICA, AND 3.5 PERCENT WERE FROM AUSTRALIA AND THE PACIFIC. IN FY 2025, THE AVERAGE FRESHMAN AID PACKAGE WAS $73,405. THIS REPRESENTS A 3.8% INCREASE FROM FY 2024. SINCE FY 2008, WHEN PENN BEGAN ITS GRANT-BASED FINANCIAL AID POLICY, THE AVERAGE FRESHMAN AID PACKAGE HAS INCREASED BY 147 PERCENT. LAUNCHED IN NOVEMBER 2024, THE QUAKER COMMITMENT REAFFIRMS AND EXPANDS PENN'S UNDERGRADUATE FINANCIAL AID PROGRAM, ENSURING ALL AIDED STUDENTS RECEIVE GRANT-BASED PACKAGES THAT MEET 100% OF DEMONSTRATED NEED, WITHOUT LOANS. STUDENTS FROM FAMILIES EARNING LESS THAN $75,000 (WITH TYPICAL ASSETS) RECEIVE A FINANCIAL AID PACKAGE THAT COVERS AT LEAST TUITION, ROOM AND BOARD, AND ASSOCIATED EXPENSES. THESE STUDENTS ALSO HAVE ACCESS TO SUMMER INTERNSHIP OPPORTUNITIES, LAPTOPS, AND OTHER SUPPLEMENTAL FUNDING INITIATIVES. THE QUAKER COMMITMENT ALSO EXPANDS SUPPORT FOR MIDDLE- AND LOWER-INCOME FAMILIES: UNDERGRADUATE STUDENTS WHOSE FAMILIES MAKE UP TO $200,000 (WITH TYPICAL ASSETS) RECEIVE A FINANCIAL AID PACKAGE THAT COVERS AT LEAST THE FULL COST OF TUITION. THE PROGRAM ALSO REMOVES PRIMARY HOME EQUITY FROM THE FINANCIAL AID ASSESSMENT PROCESS. IN FEBRUARY 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNOUNCED A $328 MILLION UNDERGRADUATE FINANCIAL AID BUDGET FOR THE 2025-26 ACADEMIC YEAR THAT EXPANDS ACCESS. THIS IS A 6.4% INCREASE IN AID EXPENDITURES FROM 2024-25, DRIVEN LARGELY BY THE QUAKER COMMITMENT FINANCIAL AID INITIATIVE, WHICH IS BEING APPLIED FOR THE FIRST TIME IN ACADEMIC YEAR 2025-26. RANKED NO. 7 AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. PENN'S UNDERGRADUATE BUSINESS PROGRAM IS RANKED NO. 1 NATIONALLY, WHILE PENN'S GRADUATE PROGRAMS IN BUSINESS AND NURSING ARE CONSISTENTLY RANKED IN THE TOP SIX NATIONWIDE. THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA HAS BEEN RANKED AMONG THE TOP MEDICAL SCHOOLS IN THE UNITED STATES FOR THE PAST 20 YEARS, ACCORDING TO U.S. NEWS & WORLD REPORT'S SURVEY OF RESEARCH-ORIENTED MEDICAL SCHOOLS. IN FY 2025, PENN RECEIVED $686.7 MILLION IN FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). OF THE $686.7 MILLION, THE PERELMAN SCHOOL OF MEDICINE RECEIVED $589.5 MILLION. THE SCHOOL IS CONSISTENTLY AMONG THE NATION'S TOP RECIPIENTS OF FUNDING FROM NIH. II. RESEARCH PENN IS ONE OF THE TOP RESEARCH UNIVERSITIES IN THE WORLD, WITH MORE THAN $2.18 BILLION IN ANNUAL R&D EXPENDITURES FOR FY 2025. THE UNIVERSITY GENERATES GROUNDBREAKING DISCOVERIES IN THE FIELDS OF MEDICINE, TECHNOLOGY, BUSINESS, SCIENCE, AND BEYOND, AND APPLIES THIS KNOWLEDGE TO IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES AT HOME AND ABROAD. IN FALL 2024, LUKA KRIZANAC BECAME THE PERELMAN SCHOOL OF MEDICINE'S FIFTH HAND TRANSPLANT RECIPIENT, A MILESTONE IN THE PROGRAM'S INTERNATIONAL LEADERSHIP IN THE HIGHLY SPECIALIZED FIELD OF VASCULARIZED COMPOSITE ALLOTRANSPLANTATION. IT WAS THE FIRST SURGERY OF ITS KIND AT THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA SINCE 2019. SIX MONTHS AFTER KRIZANAC'S BILATERAL HAND TRANSPLANT AT PENN MEDICINE, HE IS ABLE TO DO TASKS THAT WERE IMPOSSIBLE BEFORE HIS TRANSPLANT: TYPING ON HIS IPHONE, PICKING UP FOOD TO EAT, AND HOLDING A CUP. PENN INTEGRATES KNOWLEDGE PROFESSORS HOLD APPOINTMENTS IN TWO OR MORE SCHOOLS AT PENN AND DRAW ON THEIR BREADTH OF KNOWLEDGE TO COLLABORATE WITH COLLEAGUES ACROSS DISCIPLINES ON BOUNDARY-BREAKING RESEARCH TO ILLUMINATE SOME OF THE MOST FUNDAMENTAL ISSUES OF OUR TIME. BROADENING AND DEEPENING THE UNIVERSITY'S COMMITMENT TO INTERDISCIPLINARY KNOWLEDGE, IN NOVEMBER 2024, SQUIRE BOOKER WAS APPOINTED A PENN INTEGRATES KNOWLEDGE UNIVERSITY PROFESSOR. BOOKER WAS NAMED THE RICHARD PERRY UNIVERSITY PROFESSOR IN THE DEPARTMENT OF CHEMISTRY IN THE SCHOOL OF ARTS & SCIENCES AND THE DEPARTMENT OF BIOCHEMISTRY AND BIOPHYSICS IN THE PERELMAN SCHOOL OF MEDICINE. BOOKER IS A WORLD-RENOWNED INTERDISCIPLINARY CHEMIST. IN JANUARY 2025, PENN CELEBRATED FIVE YEARS OF EXCELLENCE AT VINUNIVERSITY. SEVEN YEARS AGO, PENN JOINED FORCES WITH VINUNIVERSITY IN VIETNAM TO DEVELOP UNDERGRADUATE AND GRADUATE CURRICULA WHILE BUILDING A WORLD-CLASS FACULTY IN HEALTH SCIENCES AND NURSING, WITH A SHARED GOAL OF TRANSFORMING MEDICAL AND NURSING EDUCATION IN VIETNAM. 2025 MARKS A SIGNIFICANT MILESTONE: FIVE YEARS SINCE VINUNIVERSITY OPENED ITS DOORS. PENN PRESIDENT J. LARRY JAMESON TRAVELED TO VINUNIVERSITY TO CELEBRATE THE UNIVERSITY'S GROWTH AND SUCCESS. -HTTPS://PENNTODAY.UPENN.EDU/NEWS/CELEBRATING-FIVE-YEARS-PENN- EXCELLENCE-VINUNIVERSITY IN FEBRUARY 2025, THE DEPARTMENT OF STATE RECOGNIZED PENN AS A FULBRIGHT U.S. STUDENT PROGRAM "TOP PRODUCING INSTITUTION," ONE OF THE COLLEGES AND UNIVERSITIES WITH THE HIGHEST NUMBER OF AWARDEES, FOR THE 2024-25 ACADEMIC YEAR. IN 2024, 15 PENN STUDENTS AND ALUMNI WERE OFFERED FULBRIGHT GRANTS TO 13 COUNTRIES. THE FULBRIGHT PROGRAM, FOUNDED IN 1946, IS THE U.S. GOVERNMENT'S FLAGSHIP INTERNATIONAL EDUCATIONAL EXCHANGE PROGRAM, AWARDING STUDY/RESEARCH GRANTS TO FUND AS LONG AS 12 MONTHS OF INTERNATIONAL EXPERIENCE. - HTTPS://FULBRIGHTPROGRAM.ORG/TPI/?_FILTER_TPI_TYPE=STUDENT&_FILTER_TPI_YEA R=2024-2025 -HTTPS://ECA.STATE.GOV/FULBRIGHT/ABOUT-FULBRIGHT/FULBRIGHT-PROGRAM- OVERVIEW IN MARCH 2025, PENN ANNOUNCED THE INAUGURAL DRAW DOWN THE LIGHTNING GRANT RECIPIENTS. THESE PROJECTS TAKE ON THE GREAT CHALLENGES OF OUR TIME, ADVANCING THE INVENTIVE AND ENGAGED SPIRIT OF PENN'S STRATEGIC FRAMEWORK, IN PRINCIPLE AND PRACTICE. THE RECIPIENTS COMPRISE INTERWOVEN TEAMS OF FACULTY, STUDENTS, POSTDOCTORAL SCHOLARS, AND STAFF COLLECTIVELY ANCHORED AT EIGHT SCHOOLS AND 10 ACADEMIC AND ADMINISTRATIVE CENTERS. THE 12 WINNING PROJECTS WERE SELECTED FROM AMONG 230 TOTAL PROPOSALS AND RANGE SIGNIFICANTLY IN SCOPE AND SIZE, FROM SOLO PROJECTS TO COLLABORATIONS FEATURING A DOZEN TEAM MEMBERS FROM ACROSS MULTIPLE SCHOOLS AND CENTERS. "THESE INITIATIVES ARE A TESTAMENT TO THE INCREDIBLE INGENUITY AND DEDICATION OF OUR PENN COMMUNITY TO TACKLING PRESSING ISSUES BOTH LOCALLY AND GLOBALLY," SAID PENN PRESIDENT J. LARRY JAMESON. "FROM IMPORTANT EFFORTS TO ADDRESS CLIMATE CHANGE, IMPROVE HEALTH, ADVANCE THE ARTS, DEVELOP AI, AND MORE, THESE INNOVATIVE PROJECTS ARE SURE TO MAKE A TANGIBLE IMPACT ON THE PENN COMMUNITY AND BEYOND." ALSO IN MARCH 2025, RESEARCHERS AT PENN DENTAL MEDICINE AND COLLABORATORS USED A CLINICAL-GRADE ANTIVIRAL CHEWING GUM TO SUBSTANTIALLY REDUCE VIRAL LOADS OF TWO HERPES SIMPLEX VIRUSES AND TWO INFLUENZA A STRAINS IN EXPERIMENTAL MODELS. THE RESEARCH BUILDS ON PREVIOUS WORK AT PENN THAT SHOWED A SIMILAR APPROACH WAS ABLE TO REDUCE SARS-COV-2 IN COVID-19 PATIENT SALIVA BY MORE THAN 95 PERCENT.
FORM 990, PART III, LINE 4A & 4B (CONT.) IN MARCH 2025, TOO, RESEARCHERS FROM PENN'S BEHAVIOR CHANGE FOR GOOD INITIATIVE AND THEIR COLLABORATORS CONDUCTED A MEGASTUDY TO INVESTIGATE WHETHER LOW-COST NUDGES-INFORMED BY BEHAVIORAL SCIENCE-COULD HELP TEACHERS ACCELERATE STUDENT PROGRESS IN MATH. RESEARCHERS FOUND THAT BEHAVIORALLY INFORMED EMAIL MESSAGES SLIGHTLY IMPROVED STUDENTS' MATH PROGRESS COMPARED TO CONTROL MESSAGES. IN APRIL 2025, FIVE FOURTH-YEARS WERE AWARDED THE PRESIDENT'S ENGAGEMENT PRIZE, WHICH AWARDS EACH CHOSEN PROJECT $100,000, AS WELL AS A $50,000 LIVING STIPEND PER TEAM MEMBER. A TRIO'S PRIZE-WINNING PROJECT, NOURISH TO FLOURISH, WILL USE BEHAVIORAL ECONOMICS-BASED INTERVENTIONS TO ADDRESS HUNGER AND NUTRITION INEQUALITIES IN WEST PHILADELPHIA. THE OTHER PROJECT, PIXEL, WILL EXPAND A WEEKLY AFTER-SCHOOL INITIATIVE THAT IMMERSES YOUNG STUDENTS IN THE FIELDS OF ANIMATION AND FILM PRODUCTION, ARCHITECTURE, ILLUSTRATION, PHOTOGRAPHY, AND DESIGN. ALSO IN APRIL 2025, PENN FORMALLY LAUNCHED THE PENN AI INITIATIVE. BY LEVERAGING THE EXPERTISE OF DISTINGUISHED FACULTY ACROSS ENGINEERING, SCIENCE, BUSINESS, MEDICINE, LAW, AND THE HUMANITIES, PENN AI FOSTERS STRATEGIC COLLABORATIONS WITH ACADEMIA, INDUSTRY, AND POLICYMAKERS TO ADDRESS PRESSING CHALLENGES IN AI. -HTTPS://AI.UPENN.EDU/ IN MAY 2025, PROFESSOR OF HISTORY BENJAMIN NATHANS WAS AWARDED THE PULITZER PRIZE IN GENERAL NONFICTION FOR HIS GROUNDBREAKING BOOK "TO THE SUCCESS OF OUR HOPELESS CAUSE: THE MANY LIVES OF THE SOVIET DISSIDENT MOVEMENT." HIS BOOK HAS BEEN PRAISED AS AN EMPATHETIC, WELL-RESEARCHED, AND AUTHORITATIVE ANALYSIS OF THE SOVIET DISSIDENT MOVEMENT. THE PULITZER COMMITTEE DESCRIBED IT AS "A PRODIGIOUSLY RESEARCHED AND REVEALING HISTORY OF SOVIET DISSENT, HOW IT WAS REPEATEDLY PUT DOWN AND CAME TO LIFE AGAIN, POPULATED BY A SPRAWLING CAST OF COURAGEOUS PEOPLE DEDICATED TO FIGHTING FOR THREATENED FREEDOMS AND HARD-EARNED RIGHTS." -HTTPS://WWW.HISTORY.UPENN.EDU/PEOPLE/FACULTY/BENJAMIN-NATHANS -HTTPS://WWW.PULITZER.ORG ALSO IN MAY 2025, THE FIFTH COHORT OF PENN PROJECT FOR PROGRESS TEAMS RECEIVED UP TO $100,000 EACH TO SUPPORT EDUCATION, HEALTH, AND URBAN AGRICULTURE, RESPECTIVELY, IN PHILADELPHIA. THE GROUPS OF WINNERS WILL CREATE AN APP TO HELP STUDENTS APPLY TO COLLEGE AND FOR FINANCIAL AID, A PROGRAM TO ADDRESS THE LACK OF AVAILABILITY AND ACCESSIBILITY OF HEALTH SYSTEM NAVIGATION SUPPORT AMONG UNDER-RESOURCED COMMUNITIES, AND ESTABLISH THE URBAN FOOD SYSTEMS COMMUNITY OF PRACTICE, UNITING PHILADELPHIANS TO IMPROVE THE CITY'S FOOD SYSTEM. ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 121 MEMBERS OF THE AMERICAN ACADEMY OF ARTS AND SCIENCES, 138 MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE, 55 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 40 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 187 GUGGENHEIM FELLOWS, AND 17 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. THE FACULTY IS HOME TO NINE MACARTHUR AWARD RECIPIENTS, ONE NATIONAL MEDAL OF SCIENCE RECIPIENT, TWO NOBEL PRIZE RECIPIENTS, AND FOUR PULITZER PRIZE RECIPIENTS. PENN'S RENOWNED RESEARCH COMMUNITY COMPRISES 209 RESEARCH CENTERS AND INSTITUTES, 5,827 FACULTY, MORE THAN 1,392 POSTDOCTORAL FELLOWS, AND 6,430 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES. RESEARCH GRANTS WON BY PENN FACULTY MAKE IT ONE OF THE HIGHEST RANKED RESEARCH UNIVERSITIES IN THE COUNTRY. III. PUBLIC SERVICE MISSION COMMUNITY INFRASTRUCTURE SINCE ESTABLISHING ITS HOME IN WEST PHILADELPHIA IN 1872 WITH THE OPENING OF COLLEGE HALL, PENN HAS PRIORITIZED SERVING THE COMMUNITY AND FOSTERING A VIBRANT ENVIRONMENT FOR RESIDENTS AND WORKERS ALIKE. IN 2025, THE UNIVERSITY MARKED 19 YEARS OF PROGRESS AND SUCCESS WITH ITS LAND USE AND CAMPUS DEVELOPMENT STRATEGY, PENN CONNECTS, WHICH HAS EVOLVED THROUGH THREE DISTINCT PHASES. THESE PLANS HAVE PLAYED A PIVOTAL ROLE IN CREATING A DYNAMIC AND SUSTAINABLE URBAN CAMPUS THAT IS UNIQUELY "PHILADELPHIAN." -HTTP://WWW.PENNCONNECTS.UPENN.EDU/ URBAN REDEVELOPMENT SINCE 2006, PENN HAS ADDED 30 ACRES OF NEW AND RENOVATED OPEN SPACE, 8,000 NEW AND RENOVATED STUDENT BEDS, 9.1 MILLION SQUARE FEET OF NEW CONSTRUCTION, AND 3.8 MILLION SQUARE FEET OF RENOVATION, REPRESENTING A TOTAL COMMITMENT OF PUBLIC AND PRIVATE INVESTMENT OF MORE THAN $7.5 BILLION TO ITS WEST PHILADELPHIA CAMPUS (APPROXIMATELY $3.6 BILLION PENN, $2.7 BILLION PENN MEDICINE, $1.2 BILLION THIRD-PARTY DEVELOPMENT). AS OF JUNE 30, 2025, PENN HAD $408 MILLION OF CAPITAL PROJECT SPEND, NOT INCLUDING THE HEALTH SYSTEM. PENN ENCOURAGES LOCAL ECONOMIC OPPORTUNITY BY ENSURING THAT BUSINESSES AND INDIVIDUALS IN OUR LOCAL COMMUNITIES HAVE THE OPPORTUNITY TO BE CONSIDERED FOR WORK ON ITS MAJOR CAPITAL PROJECTS. -HTTPS://WWW.FACILITIES.UPENN.EDU/ THE MAJOR CONSTRUCTION PROJECTS COMPLETED IN FY 2025 ARE AMY GUTMANN HALL, OTT CENTER FOR TRACK AND FIELD, VAGELOS LABORATORY FOR ENERGY SCIENCE AND TECHNOLOGY, COLLEGE HALL WEST WING RENOVATIONS, 3935 WALNUT STREET, AND 3600 CIVIC CENTER BOULEVARD. -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/AMYGUTMANNHALL -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/OTT-CENTER-FOR-TRACK-AND- FIELD -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/VAGELOS-LABORATORY-ENERGY- SCIENCE-AND-TECHNOLOGY -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/COLLEGE-HALL -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/3935-WALNUT-STREET -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/CENTER-HEALTHCARE-TECHNOLOGY THE EASTERN SIDE OF UNIVERSITY CITY, ONCE DOMINATED BY THE 24-ACRE UNITED STATES POST OFFICE'S SOUTHEASTERN PENNSYLVANIA HEADQUARTERS WAS PURCHASED BY PENN IN 2004 AND REDEVELOPED. THIS LAND CONNECTS UNIVERSITY CITY TO PHILADELPHIA'S CENTER CITY (CENTRAL BUSINESS DISTRICT) AND ITS TRANSPORTATION HUB AT 30TH AND MARKET STREETS (AMTRAK'S STATION, SEPTA'S COMBINATION OF PUBLIC RAIL AND BUS TRANSIT, AND INTERSTATE 76). THE ELEMENTS OF THE REDEVELOPMENT PLAN INCLUDED REPLACING THE POST OFFICE'S SURFACE PARKING LOT WITH THE UNIVERSITY'S 14-ACRE PENN PARK, WHICH OPENED IN THE FALL OF 2011. IT SERVES THE CAMPUS AND COMMUNITY AS OPEN SPACE AND A MIX OF ATHLETIC FACILITIES THAT INTRODUCED BOTH A NEW GATEWAY TO UNIVERSITY CITY AND A NEW GREENWAY WITH ENVIRONMENTAL BENEFITS; IT HAS ADDED MORE THAN 500 NEW INDIGENOUS TREES AND PLANT LIFE AND CAPTURES AND REUSES STORM WATER TO MITIGATE RUNOFF INTO THE SCHUYLKILL RIVER. NORTH OF PENN PARK IS CIRA CENTRE SOUTH, DEVELOPED BY BRANDYWINE REALTY TRUST ON WHAT WAS ONCE THE POST OFFICE'S TRUCK TERMINAL ANNEX. THE UNIVERSITY LEASED THE LAND TO THIS PRIVATE DEVELOPER WHICH BUILT A THREE-STRUCTURE COMPLEX INCLUDING: EVO, AN 850-BED GRADUATE STUDENT AND YOUNG PROFESSIONAL APARTMENT BUILDING; CIRA GREEN, A MIXED-USE BUILDING INCLUDING A 1,662 SPACE PARKING GARAGE, 9,000 SQUARE FEET OF STREET LEVEL RETAIL BUSINESSES, AND A ONE-ACRE ROOFTOP GREEN AND OPEN SPACE; AND FMC TOWER, A 49-STORY, 730-FOOT SKYSCRAPER AND GLOBAL HEADQUARTERS OF THE SPECIALTY CHEMICAL COMPANY, FMC CORPORATION. THE UNIVERSITY IS LEASING BACK FROM BRANDYWINE 125,000 SQUARE FEET FOR PENN ADMINISTRATIVE OFFICES. THE TOWER'S UPPER-MOST FLOORS CONTAIN 260 LUXURY HOTEL SUITES, AND A CONFERENCE CENTER TARGETED AT PROFESSIONALS AND OPERATED BY A THIRD-PARTY HOUSING SPECIALIST. THE STREET LEVEL LOBBY HOSTS A RESTAURANT. PENNOVATION LESS THAN ONE MILE SOUTH OF PENN'S CAMPUS, ACROSS THE SCHUYLKILL RIVER, IS THE 23-ACRE BUSINESS INCUBATOR AND RESEARCH LAB NAMED PENNOVATION WORKS. OPENED IN 2016, IT PROVIDES LAB SPACE FOR PENN INNOVATORS AND RESEARCHERS AND IS A HUB FOR MULTIDISCIPLINARY COLLABORATION. THESE RESEARCHERS AND ENTREPRENEURS WORK WITH INDUSTRY PARTNERS TO SOLVE REAL WORLD PROBLEMS AND TRANSLATE DISCOVERIES INTO VIABLE VENTURES. BY GROUPING FACILITIES FOR INNOVATION AND TECHNOLOGICAL DEVELOPMENT, PENN BUILT A MULTIFACETED WORKSHOP FOR HARNESSING AND COMMERCIALIZING THE TREMENDOUS CREATIVE RESEARCH POTENTIAL IN THE REGION. THE PRECINCT INCLUDES MULTIPLE STRUCTURES, INCLUDING THE PENNOVATION CENTER, PENNOVATION LAB, INNOVATOR OFFICE BUILDING, AND OTHER OFFICE SPACES FORMING A COMMUNITY OF OVER 100 COMPANIES AND HUNDREDS OF EMPLOYEES. HTTPS://WWW.PENNOVATION.UPENN.EDU THE CLIFTON CENTER FOR MEDICAL BREAKTHROUGHS ON THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S (UPHS) CAMPUS, THERE IS THE CLIFTON CENTER FOR MEDICAL BREAKTHROUGHS - A 1.5 MILLION SQUARE FOOT BUILDING HOUSING 504 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. FORMERLY KNOWN AS THE PAVILION, THIS $1.6 BILLION FACILITY WAS RENAMED FOR DONORS CATHERINE AND ANTHONY CLIFTON. IT IS LOCATED ACROSS THE STREET FROM THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA AND ADJACENT TO THE PERELMAN CENTER FOR ADVANCED MEDICINE, WHICH OPENED IN 2008, REPLACING WHAT WAS ONCE THE PHILADELPHIA CIVIC CENTER. THE CLIFTON CENTER TEAMS HAVE CARED FOR HUNDREDS OF THOUSANDS OF PATIENTS THROUGH ITS EMERGENCY DEPARTMENT, ORGAN TRANSPLANTS, AND DAILY
FORM 990, PART III, LINE 4A & 4B (CONT.) SURGICAL PROCEDURES. THE STATE-OF-THE-ART FACILITY ALSO SERVES PATIENTS IN STUDIES LIKE CAR T CELL THERAPY FOR GLIOBLASTOMA AND MRI TECHNIQUES FOR PREDICTION OF COMA RECOVERY. THIS STATE-OF-THE-ART BUILDING INCLUDES ADAPTABLE PATIENT ROOMS THAT CAN FLEX BETWEEN INTENSIVE CARE AND A STANDARD ROOM AS PATIENTS RECOVER. ADDITIONALLY, THE CENTER WAS DESIGNED TO BE ECO-FRIENDLY AND CONSTRUCTED WITH INNOVATIONS LIKE THE RE-USE OF WATER, 100 PERCENT OUTSIDE AIR, AND PARK-LIKE, OUTDOOR GREEN SPACE FOR PATIENTS, FAMILIES, AND STAFF. -HTTPS://WWW.PENNMEDICINE.ORG/LOCATIONS ECONOMIC IMPACT (PENN & PHILLY) IN 2024, PENN LAUNCHED PENN & PHILLY, A STORYTELLING INITIATIVE THAT CATALOGUES AND COMMUNICATES THE ARRAY OF COMMUNITY PARTNERSHIPS GENERATING SOCIAL AND ECONOMIC IMPACT IN WEST PHILADELPHIA AND ACROSS THE CITY. THIS INITIATIVE IS AN EXAMPLE OF PENN'S ROLE AS AN "ANCHORED UNIVERSITY" THAT AIMS TO ACT AS "AN EXCELLENT PHILADELPHIA NEIGHBOR AND GLOBAL CITIZEN." -HTTPS://IN-PRINCIPLE-AND-PRACTICE.UPENN.EDU/IPAP.PDF IT HIGHLIGHTS SIX AREAS OF FOCUS: 1.PUBLIC EDUCATION; 2.ARTS, CULTURE, AND RECREATION; 3.HEALTHY COMMUNITIES; 4.KNOWLEDGE IN ACTION; 5.ECONOMIC OPPORTUNITIES; AND 6.TOMORROW'S INDUSTRIES FOLDED WITHIN PENN & PHILLY ARE THE LATEST ECONOMIC IMPACT RESULTS (AS OF FY 2024). CONSIDERING BOTH THE UNIVERSITY AND HEALTH SYSTEM, PENN GENERATED $25.2 BILLION IN TOTAL OUTPUT WITHIN PHILADELPHIA, SUPPORTING 106,600 DIRECT, INDIRECT, AND INDUCED JOBS WITH $11.2 BILLION IN EMPLOYEE COMPENSATION. PENN ALSO GENERATED $30.4 BILLION IN TOTAL OUTPUT WITHIN PENNSYLVANIA, SUPPORTING 155,000 DIRECT, INDIRECT, AND INDUCED JOBS WITH $15 BILLION IN EMPLOYEE COMPENSATION; AND $37.7 BILLION IN TOTAL OUTPUT WITHIN THE PENN REGION, SUPPORTING 161,600 DIRECT, INDIRECT, AND INDUCED JOBS WITH $15.8 BILLION IN EMPLOYEE COMPENSATION. PENN ACCOUNTS FOR 1 IN EVERY 7 JOBS IN PHILADELPHIA AND GENERATES APPROXIMATELY $1 OUT OF EVERY $8 IN LOCAL TAX REVENUE COLLECTED BY THE CITY OF PHILADELPHIA. HTTPS://PENNANDPHILLY.UPENN.EDU/ PUBLIC EDUCATION FINANCIAL SUPPORT IN FY 2021, PENN ANNOUNCED THE LARGEST VOLUNTARY CONTRIBUTION TO THE SCHOOL DISTRICT OF PHILADELPHIA IN CITY HISTORY: $100 MILLION OVER A PERIOD OF TEN YEARS. PENN'S FINANCIAL SUPPORT IS HELPING REMEDIATE ENVIRONMENTAL HAZARDS, INCLUDING ASBESTOS AND LEAD, IN PUBLIC SCHOOL BUILDINGS. THIS FUNDING IS ENABLING THE SCHOOL DISTRICT TO ACCELERATE AND EXPAND THEIR RESPONSE TO ENVIRONMENTAL CONCERNS IN FACILITIES OWNED BY THE SCHOOL DISTRICT ACROSS THE CITY. 296 BUILDINGS ARE NOW PART OF A STRENGTHENED ASBESTOS MANAGEMENT PROGRAM; INCLUDING PENN'S SUPPORT, THE DISTRICT ALLOCATED $55 MILLION TO ENVIRONMENTAL EFFORTS IN FY 2024, WITH $61 MILLION BUDGETED FOR FY 2025. PENN ALSO MAINTAINS HISTORIC TIES TO LOCAL ELEMENTARY SCHOOLS IN WEST PHILADELPHIA; BOTH THE TANNER MOSSEL ALEXANDER AND HENRY LEA SCHOOLS HAVE RECEIVED ANNUAL CONTRIBUTIONS/IN-KIND SUPPORT OF APPROXIMATELY $1 MILLION TO SUPPORT THEIR STUDENTS. ECONOMIC OPPORTUNITY LOCAL ENGAGEMENT IS A BEDROCK COMPONENT OF PENN'S DEDICATION TO PHILADELPHIA. ONE EXPRESSION OF THAT ENGAGEMENT INCLUDES PENN'S LOCAL ECONOMIC OPPORTUNITY INITIATIVES: THE UNIVERSITY PARTNERING WITH BOTH INDIVIDUALS AND BUSINESSES TO PROVIDE NECESSARY SERVICES AND PRODUCTS. WORKFORCE PENN'S DIVISION OF HUMAN RESOURCES ENCOURAGES THE RECRUITMENT, RETENTION, AND DEVELOPMENT OF A COMMITTED WORKFORCE WITH A WIDE RANGE OF BACKGROUNDS, EXPERIENCES AND PERSPECTIVES. PENN HAS RETAINED APPLEONE AS A PREFERRED PROVIDER OF TEMPORARY SERVICES SINCE 2016. APPLEONE, THE LARGEST WOMAN- AND MINORITY-OWNED STAFFING AGENCY IN NORTH AMERICA, ACTIVELY RECRUITS TEMPORARY STAFF FROM THE LOCAL COMMUNITY. HTTPS://WWW.HR.UPENN.EDU/ SUPPLIER ECONOMIC OPPORTUNITY SINCE 1986, PENN HAS SUPPORTED LOCAL ECONOMIC OPPORTUNITY BY LEVERAGING THE UNIVERSITY'S PURCHASING POWER TO PARTNER WITH A RANGE OF PHILADELPHIA BUSINESSES. IN 2021, PENN LAUNCHED A CAMPAIGN UNDER THE NAME FUELING BUSINESS GROWTH WITH THE GOAL OF INCREASING ACCESS FOR MORE BUSINESSES AND GENERATING MORE LOCAL ECONOMIC DEVELOPMENT. AS A RESULT, THE UNIVERSITY HAS CONTINUED TO DRIVE ROBUST LOCAL PROCUREMENT SPENDING. IN THE MOST RECENTLY COMPLETED FISCAL YEAR, PENN PURCHASED MORE THAN $460 MILLION IN GOODS AND SERVICES WITHIN THE CITY OF PHILADELPHIA AND OVER $700 MILLION WITHIN 25 MILES FROM CAMPUS. THE UNIVERSITY HAS ALSO CONTINUED ITS ROBUST OUTREACH ACTIVITIES, HIGHLIGHTED BY THE PENN LOCAL BUSINESS EXCHANGE EVENT. THIS REBRANDED ANNUAL GATHERING WAS HELD IN OCTOBER 2025. OVER 500 ATTENDEES ATTENDED THE EVENT WHICH FEATURED A FORUM AND SUPPLIER EXPO. DOZENS OF LOCAL SUPPLIERS WERE SHOWCASED AT THE EXPO, SPANNING A VARIETY OF BUSINESS CATEGORIES INCLUDING CONSTRUCTION, FURNITURE, CATERING, PRINT SERVICES, TECHNOLOGY, BRANDED APPAREL, AND MANY MORE. SUSTAINABILITY IN 2007, FORMER UNIVERSITY PRESIDENT AMY GUTMANN SIGNED THE AMERICAN COLLEGE AND UNIVERSITY PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). THIS PLEDGE COMMITTED PENN TO DEVELOPING PLANS FOR SIGNIFICANT REDUCTIONS OF EMISSIONS OF CLIMATE-ALTERING GREENHOUSE GASES. PENN'S INITIAL CLIMATE ACTION PLAN (CAP) LAUNCHED IN 2009 AND IS REISSUED EVERY FIVE YEARS. THE CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) SERVES AS THE UNIVERSITY'S ROADMAP TO ADDRESS THE ENVIRONMENTAL CHALLENGES IN FRONT OF US, WEAVING TOGETHER OUR COLLABORATIVE EFFORTS TO MAKE PROGRESS TOWARD PENN'S GOAL OF CARBON NEUTRALITY BY 2042 AND OTHER AMBITIOUS FIVE-YEAR GOALS THAT SPAN KEY SUSTAINABILITY INITIATIVE AREAS. IN NOVEMBER OF 2024, PENN SUSTAINABILITY ISSUED THE FOURTH ITERATION OF THE PLAN TITLED THE CLIMATE AND SUSTAINABILITY ACTION PLAN 4.0 (CSAP 4.0). CSAP 4.0 INTEGRATES SUSTAINABILITY AND CLIMATE-CONSCIOUS DESIGN ACROSS PENN'S CAMPUS, OPERATIONS, AND MANAGEMENT, WHILE EXPANDING GOALS FOR TEACHING AND SCHOLARSHIP IN CLIMATE, SUSTAINABILITY, AND THE ENVIRONMENT. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/RESOURCES/CLIMATE-AND- SUSTAINABILITY-ACTION-PLAN-40-CSAP-40-FY25-29 PENN'S CSAP 4.0 FY 2025 PROGRESS REPORT HIGHLIGHTS DOZENS OF ACCOMPLISHMENTS MADE THIS YEAR AT THE UNIVERSITY'S MAIN CAMPUS, HEALTH SYSTEM, MORRIS ARBORETUM & GARDENS, NEW BOLTON CENTER, AND THROUGHOUT PENN'S REAL ESTATE PORTFOLIO. OVER THE NEXT FOUR YEARS, PENN SUSTAINABILITY AND ITS COLLABORATORS WILL CONTINUE TO BUILD UPON THESE INITIAL DEVELOPMENTS, TAKING COLLECTIVE ACTION TO ADDRESS THE GOALS OUTLINED IN THE CLIMATE & SUSTAINABILITY ACTION PLAN 4.0. KEY ACHIEVEMENTS IN FY 2025 INCLUDE: ACADEMICS: -PENN CREATED THE INAUGURAL VICE PROVOST FOR CLIMATE SCIENCE, POLICY, AND ACTION POSITION. THE NEW VICE PROVOST WILL OVERSEE PENN CLIMATE, AN OFFICE WORKING ACROSS THE UNIVERSITY'S TWELVE SCHOOLS TO BOLSTER PENN'S LEADERSHIP IN SUSTAINABILITY AND CLIMATE. PENN CLIMATE'S FIRST SEMINAR SERIES TOOK PLACE THIS FALL 2025. -THE ENVIRONMENTAL CENTERS WORKING GROUP WAS LAUNCHED WITH REPRESENTATION FROM THREE DOZEN CENTERS AROUND CAMPUS, PROVIDING A FORUM FOR SHARING BEST PRACTICES AND DEVELOPING COLLABORATIONS. ADDITIONAL WORKING GROUPS ON EXTREME HEAT AND BIODIVERSITY CONVENED TO BOLSTER INTERDISCIPLINARY RESEARCH. -PENN SENT A DELEGATION TO THE UNITED NATIONS' CONFERENCE OF THE PARTIES TO THE CONVENTION ON BIOLOGICAL RESOURCES (CBD COP) FOR THE FIRST TIME IN THE FALL OF 2024. UTILITIES & OPERATIONS: -THE MAIN CAMPUS'S NET EMISSIONS FELL BY 4.5% BETWEEN FY 2024 AND FY 2025 AND HAS DROPPED BY 49% SINCE FY 2009. THE SOLAR POWER PURCHASE AGREEMENT (PPA) BECAME FULLY OPERATIONAL IN FY 2025 AND HELPED TO REDUCE THE MAIN CAMPUS'S ELECTRICITY EMISSIONS BY 36%. -THE POWER PURCHASE AGREEMENT (PPA) RESEARCH FUNDS SUPPORTED THREE RESEARCH PROJECTS IN 2024: (1) UNDERSTANDING CARBON TRADEOFFS IN SITE DESIGN FOR PHOTOVOLTAIC ARRAYS: COMPARISONS OF SOLAR PHOTOVOLTAIC, AGRICULTURAL CROPPING AND AGRIVOLTAICS ARRANGEMENTS, (2) EVALUATING STORMWATER RUNOFF AT UPENN'S SOLAR PROJECT IN CENTRAL PENNSYLVANIA, AND (3) SHINE ON PENNSYLVANIA: ASSESSING COMMUNITY ACCEPTANCE OF LARGE-SCALE SOLAR PROJECTS. PHYSICAL ENVIRONMENT: -PENN HAS CONTINUED TO PRIORITIZE THE CONSTRUCTION OF SUSTAINABLE, ENERGY-EFFICIENT BUILDINGS. THE VAGELOS LABORATORY FOR ENERGY SCIENCE AND TECHNOLOGY, WITH ITS SIGNATURE SUNSHADES, RECEIVED LEED PLATINUM CERTIFICATION. AMY GUTMANN HALL, AWARDED LEED GOLD, IS ONE OF THE LARGEST MASS TIMBER STRUCTURES ON THE EAST COAST. THE JANE AND DAVID OTT CENTER FOR TRACK & FIELD WAS AWARDED LEED SILVER. -PENN CURRENTLY HAS 55 LEED CERTIFIED COMPLETED PROJECTS, WITH 10 PROJECTS PENDING CERTIFICATION IN DESIGN OR UNDER CONSTRUCTION, AN INCREASE FROM 37 PROJECTS IN FY 2020.
FORM 990, PART III, LINE 4A & 4B (CONT.) PROCUREMENT: -PENN CONTINUED ITS COMMITMENT TO SUPPORTING LOCAL VENDORS AND COMMERCE, WITH $702M SPENT REGIONALLY AND $467M IN PHILADELPHIA IN FY 2025. PENN PROCUREMENT ALSO ANNOUNCED THE INAUGURAL PENN LOCAL BUSINESS EXCHANGE, A FORUM AND EXPO THAT TOOK PLACE IN OCTOBER 2025. -PENN COLLECTED MORE THAN $250,000 THROUGH ITS CLIMATE IMPACT OFFSET CHARGE AND OFFSET 12,218 METRIC TONS OF CARBON DIOXIDE EQUIVALENT (MTCDE) FROM DOMESTIC AND INTERNATIONAL FLIGHTS TAKEN IN FY 2025. THE MTCDE OFFSET IS THE HIGHEST SINCE THE PROGRAM'S INCEPTION. STRATEGIC WASTE: -PRUDENT MANAGEMENT OF CAMPUS WASTE LED TO PENN ACHIEVING A 33% LANDFILL DIVERSION RATE IN FY 2025, UP FROM 29% IN FY 2024. COMPOSTING PROGRAMS RESULTED IN 313 TONS OF MATERIAL COMPOSTED IN FY 2025, UP 55% FROM FY 2024. THE UNIVERSITY ALSO DISPOSED OF 92 TONS OF ELECTRONIC WASTE. -THE GREEN LABS PROGRAM LAUNCHED A LAB SUPPLY EXCHANGE PROGRAM IN FY 2025 TO REDUCE LAB WASTE. IN APRIL, GREEN LABS REDISTRIBUTED 409 UNOPENED BOXES OF GLOVES FROM THE QUATTRONE NANOFABRICATION FACILITY TO TEACHING LABS IN CHEMISTRY AND BIOLOGY, AS WELL AS A LOCAL NON-PROFIT. TRANSPORTATION: -PENN BEGAN OFFERING FULL-TIME, BENEFITS-ELIGIBLE FACULTY, PROFESSIONAL STAFF, AND POSTDOCTORAL RESEARCH FELLOWS DISCOUNTED MEMBERSHIPS WITH INDEGO, PHILADELPHIA'S BIKE SHARE PROGRAM. RIDERS CAN NOW MORE AFFORDABLY UTILIZE THE SIX INDEGO STATIONS ON PENN'S CAMPUS AND THE 250+ THROUGHOUT THE CITY. -IN JUNE 2025, 3,406 EMPLOYEES ELECTED MONTHLY TRANSIT PASSES THROUGH THE COMMUTER BENEFIT PROGRAM. AN ADDITIONAL 423 EMPLOYEES MADE NEW ELECTIONS TOWARD THEIR COMMUTER CARD THROUGH HEALTH EQUITY, AND SEVEN PARTICIPATED IN HEALTH EQUITY'S VANPOOL PROGRAM. BEYOND THESE ELECTIONS, 249 EMPLOYEES CLAIMED BIKE COMMUTER REIMBURSEMENTS FOR 2024 TAX-YEAR EXPENSES, AND 645 PARTICIPATED IN THE OCCASIONAL PARKING PROGRAM, BRINGING TOTAL PARTICIPATION ACROSS COMMUTER AND PARKING BENEFITS TO 5,790. CIVIC ENGAGEMENT & OUTREACH: -IN COLLABORATION WITH LOCAL ORGANIZATIONS, PENN FACILITATED AN EXPANDED OFF-CAMPUS MOVE-OUT PROGRAM IN SPRING 2025, REDUCING LITTER AND STREAMLINING THE CAPTURE OF UNWANTED ITEMS. THE INITIATIVE RESULTED IN OVER 150 ORDERS AND THE DIVERSION OF 670 ITEMS (AN ESTIMATED 14,000 POUNDS OF MATERIALS) DONATED TO INDIVIDUALS TRANSITIONING OUT OF HOMELESSNESS VIA THE PHILADELPHIA FURNITURE BANK. -PENN SUSTAINABILITY PARTNERED WITH THE COBBS CREEK PARK AMBASSADORS IN JANUARY 2025 FOR AN ENVIRONMENTAL CLEANUP. 10 VOLUNTEERS AND TWO AMBASSADORS REMOVED 10 BAGS OF TRASH AND 72 TIRES FROM THE SOUTHWEST EDGE OF COBBS CREEK PARK. INFORMATION TECHNOLOGY: NEW FOR FY 2025: THE ROLE OF TECHNOLOGY HAS NEVER BEEN MORE FUNDAMENTAL TO PENN'S FUTURE SUCCESS. IN RECENT YEARS ISC HAS MAINTAINED ITS COMMITMENT TO OPERATIONAL EXCELLENCE WHILE ALSO LOOKING TO THE FUTURE. ISC CONTINUES TO ADAPT TO THE CHANGING TECHNOLOGICAL LANDSCAPE, AND THIS YEAR UNDERWENT AN ORGANIZATIONAL RESTRUCTURING. THESE CHANGES ALIGN WITH "IN PRINCIPLE AND PRACTICE" AS WELL AS THE ISC IT STRATEGIC PLAN AND WERE GUIDED BY A FOCUS ON PEOPLE, VALUES, OPERATIONAL EXCELLENCE, TRANSFORMATION, AND RISK MANAGEMENT. PENN'S 2024 IT STRATEGIC PLAN IS NOW IN ITS FIRST YEAR OF IMPLEMENTATION, MARKING A SIGNIFICANT MILESTONE IN ALIGNING IT PRIORITIES WITH THE UNIVERSITY'S OVERARCHING STRATEGIC FRAMEWORK. THIS PLAN SERVES AS A ROADMAP TO IDENTIFY SHARED OBJECTIVES, FOSTER COLLABORATION AND INNOVATION, AND DRIVE PROGRESS IN PARTNERSHIP WITH PENN'S SCHOOLS AND CENTERS. IN DOING SO, ISC IS BETTER EQUIPPED TO MEET THE NEEDS OF CAMPUS. WE HAVE FACILITATED THE CONSOLIDATION OF IT SERVICES ACROSS ADMINISTRATIVE CENTERS THROUGH PENN SECUREIT AND PARTNERED WITH THE OFFICE OF THE PROVOST TO ESTABLISH THE PENN ADVANCED RESEARCH COMPUTING CENTER (PARCC). ISC RECOGNIZES THAT PENN IS AT ITS BEST WHEN STRATEGIC PRIORITIES ALIGN AND WHEN WE CAN COLLABORATE ACROSS THE INSTITUTION TO CREATE CHANGE. "IT WITHOUT BORDERS" AS WE HAVE BEGUN TO CALL IT, EXEMPLIFIES THIS NOTION AND CHARACTERIZES OUR COMMITMENT TO THE NEXT GENERATION OF TECHNOLOGY AT PENN. SECURITY CONTINUES TO BE A STRATEGIC PRIORITY, AND IN FY 2025 PENN SECUREIT WAS OFFICIALLY LAUNCHED. TO DATE, SECURITY ENHANCEMENTS HAVE BEEN IMPLEMENTED FOR FRES AND DOF, AND PLANNING IS ACTIVELY UNDERWAY FOR BUSINESS SERVICES, HR, AND DPS. THE SUCCESS OF PENN SECUREIT UNDERSCORES OUR COMMITMENT TO COLLABORATION, COMMUNICATION, CHANGE MANAGEMENT, AND TRANSPARENCY. WE LOOK FORWARD TO CONTINUING AND EXPANDING THIS IMPORTANT INITIATIVE THROUGH FY 2026. PENN IS ON THE CUSP OF LAUNCHING PARCC, A GROUNDBREAKING INITIATIVE THAT WILL EMPOWER OUR RESEARCH COMMUNITY AND IS ALIGNED WITH THE GOALS OF IN PRINCIPLE AND PRACTICE. ISC LENT ITS EXPERTISE IN PROJECT MANAGEMENT, CONTRACT NEGOTIATION, PROCUREMENT ASSISTANCE, BUDGETARY GUIDANCE, AND TECHNICAL EXPERTISE. SPECIFIC FY 2025 SERVICE METRICS INCLUDE: 48,000 CLIENT SUPPORT TICKETS HANDLED BY ISC'S CLIENT CARE AND HIREIT TEAMS; ~4.7M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 100% AND 99.98% AVAILABILITY; 125,000+ DEVICES CONNECTED TO PENNNET; CAMPUS FIREWALL BLOCKS 5.8B ATTACKS/MONTH. FY 2024: THROUGH A DECADE OF IT MODERNIZATION SUPPORTED BY PENN LEADERSHIP, ISC HAS PLAYED A CRITICAL ROLE IN SUPPORTING PENN'S TACTICAL AND STRATEGIC PRIORITIES. INVESTMENTS IN A PORTFOLIO OF TECHNOLOGY RANGING FROM STUDENT SYSTEMS TO HUMAN CAPITAL MANAGEMENT HAVE TRANSFORMED HOW STUDENTS, FACULTY, STAFF, RESEARCHERS, AND ALUMNI LEARN, WORK, AND INTERACT WITH PENN. ISC IS ONCE AGAIN LOOKING TO THE FUTURE. WE BELIEVE WE ARE ON THE CUSP OF ANOTHER TECHNOLOGICAL REVOLUTION, LIKE WHEN THE INTERNET AND PERSONAL COMPUTER EMERGED. TO ENSURE PENN'S PREPAREDNESS, ISC HAS UPDATED THE PENN IT STRATEGIC PLAN. RELYING ON A BROAD AND DIVERSE SET OF CAMPUS STAKEHOLDERS AND SUBJECT MATTER EXPERTS, SEVERAL KEY TECHNOLOGY THEMES FOR THE NEXT 3-5 YEARS HAVE BEEN IDENTIFIED, INCLUDING: THE STUDENT EXPERIENCE, INSTRUCTIONAL TECHNOLOGY, DATA AND ARTIFICIAL INTELLIGENCE (AI), AND RESEARCH COMPUTING. -HTTPS://STORIES.ISC.UPENN.EDU/PENN-IT-STRATEGIC-PLAN/ SECURITY IS A FOUNDATIONAL STRATEGIC THEME AND CONTINUES TO BE A PRIORITY FOR ISC. THE PENN SECUREIT PROGRAM AIMS TO INCREASE THE MATURITY OF THE UNIVERSITY'S CYBER SECURITY PROGRAM. THE PROGRAM WILL STREAMLINE OPERATIONS BY CONDENSING THE VOLUME OF VENDOR RELATIONSHIPS AND STREAMLINING PROCESSES TO IMPROVE OVERALL EFFICIENCY. -HTTPS://ISC.UPENN.EDU/INITIATIVES/PENN-SECUREIT-PROGRAM ISC IS ALSO FOCUSED ON A NUMBER OF CRITICAL PROJECTS AND PROGRAMS, INCLUDING IDENTITY & ACCESS MANAGEMENT, SNOWFLAKE DATA WAREHOUSE, AND PENNNET ENHANCEMENTS. -HTTPS://ISC.UPENN.EDU/INITIATIVES/IDENTITY-ACCESS-MANAGEMENT/ PENNS-IDENTITY-ACCESS-MANAGEMENT-PROGRAM -HTTPS://ISC.UPENN.EDU/ENTERPRISE-INFORMATION-ANALYTICS -HTTPS://ISC.UPENN.EDU/SERVICES/NETWORKS-CONNECTIVITY/PENNNET
FORM 990, PART III, LINE 4A & 4B (CONT.) SPECIFIC FY 2024 SERVICE METRICS INCLUDE: 49,000 CLIENT SUPPORT TICKETS HANDLED BY ISC'S CLIENT CARE AND HIREIT TEAMS; ~5M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 100% AND 99.98% AVAILABILITY; 125,000+ DEVICES CONNECTED TO PENNNET; CAMPUS FIREWALL BLOCKS 4.1B ATTACKS/MONTH. THE UNIVERSITY ENCOURAGES ITS STUDENTS, FACULTY, STAFF, AND ALUMNI TO PARTICIPATE IN THE EXTENSIVE OUTREACH THAT SUPPORTS PHILADELPHIANS, WITH AN EMPHASIS ON THE LOCAL COMMUNITY SURROUNDING PENN, TO LEAD HEALTHY, GAINFUL LIVES. EACH YEAR, PENN PARTICIPATES IN SEVERAL JOB FAIRS AND OUTREACH PROGRAMS TO CREATE AWARENESS OF CAREER OPPORTUNITIES FOR UNDERSERVED POPULATIONS. THE DIVISION OF HUMAN RESOURCES, RECRUITMENT SERVICES & TALENT ACQUISITION TEAM COORDINATED EFFORTS WITH OUR TEMPORARY STAFFING PROVIDER, APPLEONE, TO ENSURE THAT WE ATTEND A WIDE RANGE OF JOB FAIRS AND COMMUNITY ACTIVITIES. THROUGH APPLEONE, PENN CONTINUED TO WORK WITH THE SURROUNDING COMMUNITY PROVIDING TRAINING ON THE USE OF VIDEO AND WEB CONFERENCING/INTERVIEWING. THIS INCLUDED MOCK VIRTUAL INTERVIEWING SESSIONS. SHARING INTERVIEWING TECHNIQUES HAS CONTRIBUTED TO THE EMPLOYMENT OF LOCAL RESIDENTS IN POSITIONS THROUGHOUT THE UNIVERSITY. PENN RECRUITMENT SERVICES TAKES PART IN MONTHLY FIRST THURSDAY COMMUNITY MEETINGS FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. FOLLOWING UP ON REQUESTS AND DESIRES FROM THE SURROUNDING COMMUNITY, JOB READINESS TRAINING, MOCK INTERVIEWS, AND ONE-ON-ONE COACHING ARE PROVIDED TO LOCAL RESIDENTS THROUGH OUR THIRD-PARTY VENDOR APPLEONE. WE CONTINUE TO PARTICIPATE IN JOB FAIRS BOTH VIRTUALLY AND ONSITE. DURING FISCAL YEAR 2025, WE PARTICIPATED IN AN INCREASING NUMBER OF JOB FAIRS, SUCH AS THE TYSON FOODS RAPID RESPONSE JOB FAIR, URBAN LEAGUE OF PHILADELPHIA BLACK HISTORY MONTH JOB FAIR, PA CAREER LINK JOB FAIR, COMMUNITY COLLEGE OF PHILADELPHIA JOB FAIR, HIREPHILLY MULTI UNIVERSITY ALUMNI CAREER FAIR, JEVS JOB FAIR, PHILADELPHIA MILITARY HIRING EVENT, AND THE PHILADELPHIA URBAN CITYWIDE JOB FAIR. PENN PARTICIPATED IN THE SUMMER 2025 INITIATIVE WITH THE UNIVERSITY'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS AIMED AT PREPARING STUDENTS FROM A LOCAL HIGH SCHOOL TO APPLY FOR JOBS AS PART OF A COMMUNITY ENGAGEMENT EFFORT. IN FY 2025, PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS OFFERED 78 ACADEMICALLY BASED COMMUNITY SERVICE COURSES, ENGAGING APPROXIMATELY 1,900 PENN GRADUATE AND UNDERGRADUATE STUDENTS IN COLLABORATIVE REAL-WORLD PROBLEM-SOLVING OPPORTUNITIES WITH LOCAL COMMUNITY PARTNERS. THESE COURSES WERE TAUGHT ACROSS 10 OF PENN'S 12 SCHOOLS. THE NETTER CENTER ALSO SUPPORTED 386 PENN STUDENTS, PRIMARILY UNDERGRADUATE STUDENTS, TO WORK WITH THE COMMUNITY THROUGH WORK-STUDY POSITIONS AND INTERNSHIPS, AS WELL AS OVER 400 ADDITIONAL STUDENT VOLUNTEERS. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/ -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/COURSES THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOL (UACS) PROGRAMS IN FY 2025 FOCUSED ON SEVEN PUBLIC SCHOOLS IN WEST PHILADELPHIA, SERVING APPROXIMATELY 3,400 K-12 STUDENTS AND THEIR FAMILIES THROUGH COMPREHENSIVE SCHOOL-DAY PARTNERSHIPS, AFTER-SCHOOL AND SUMMER PROGRAMMING, AND EVENING PROGRAMS. UACS NIGHTS OFFER FREE ACADEMIC, CULTURAL, RECREATIONAL ACTIVITIES ON TUESDAY AND THURSDAY EVENINGS FOR COMMUNITY ADULTS. THE NETTER CENTER ENGAGES FACULTY, STAFF, AND STUDENTS FROM ALL 12 OF PENN'S SCHOOLS IN UACS ACTIVITIES. IN SUMMER 2025, NETTER'S SUMMER UACS PROGRAMS ENGAGED: 253 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE ENROLLED IN ACADEMIC AND ENRICHMENT PROGRAMMING; 305 HIGH SCHOOL STUDENTS ENROLLED IN PAID WORK-READY INTERNSHIPS; AND APPROXIMATELY 50 PENN STUDENTS SUPPORTED THE SUMMER UACS PROGRAMS, THROUGH VOLUNTEER AND PAID POSITIONS INCLUDING WORK-STUDY. ONE PROGRAM, EDUCATIONAL PIPELINE, WHICH ALSO SPANS THE ACADEMIC YEAR, IS A PARTNERSHIP BETWEEN THE NETTER CENTER AND THE PERELMAN SCHOOL OF MEDICINE, THE SCHOOL OF VETERINARY MEDICINE, AND THE LIFE SCIENCES MANAGEMENT PROGRAM, ENCOURAGING WEST PHILADELPHIA HIGH SCHOOL STUDENTS TO EXPLORE CAREERS IN HEALTH CARE. THE SUMMER EDITION OF THE PROGRAM, THAT NETTER FACILITATED WITH THE CENTER FOR PUBLIC HEALTH, ENGAGES GRADUATE AND UNDERGRADUATE STUDENTS AT PENN, COLLABORATING WITH HIGH SCHOOL STUDENTS TO IDENTIFY PUBLIC HEALTH ISSUES IN THEIR COMMUNITY, RANGING FROM HEAT ISLANDS TO STUDENT MENTAL HEALTH. HIGH SCHOOL STUDENTS THEN WORK WITH PENN STUDENTS TO DEVELOP SOLUTIONS GROUNDED IN PUBLIC HEALTH APPROACHES. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/UNIVERSITY-ASSISTED- COMMUNITY-SCHOOLS -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/UNIVERSITY-ASSISTED- COMMUNITY-SCHOOLS/MOELIS-ACCESS-SCIENCE/EDUCATIONAL-PIPELINE-PROGRAM THE AGATSTON URBAN NUTRITION INITIATIVE (AUNI) IS A KEY COMPONENT OF THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOLS PROGRAM THAT WORKS TO IMPROVE COMMUNITY NUTRITION AND HEALTH BY DEVELOPING AND IMPLEMENTING A COMPREHENSIVE SET OF ACTIVITIES IN TARGETED NEIGHBORHOODS. NETTER'S NUTRITION EDUCATORS FUNDED THROUGH SNAP-ED (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM EDUCATION), WITH SUPPORT FROM PENN UNDERGRADUATE STUDENTS, GRADUATE STUDENTS, FACULTY, AND COMMUNITY PARTNERS, PROVIDED NUTRITION EDUCATION TO 30,240 K-12 STUDENTS ACROSS 25 SCHOOLS AND 1,488 ADULT/SENIORS ACROSS 10 SITES IN FY 2025. THE AUNI PROGRAM LEVERAGED OVER 100 PENN STUDENT WORK-STUDY, INTERNS, AND VOLUNTEERS TO SUPPORT ALL ASPECTS OF THE PROGRAM. SIX PENN ABCS COURSES SUPPORTED THE PROGRAM FROM PERELMAN SCHOOL OF MEDICINE, PENN NURSING, AND ARTS AND SCIENCES. SCHOOL-BASED AND COMMUNITY GARDENS ARE USED TO BOTH AMPLIFY NUTRITION EDUCATION AND HELP INCREASE THE SUPPLY OF HEALTHY FOODS. IN PARTNERSHIP WITH OTHER SMALL PENNSYLVANIA FARMS, OVER 31,625 LBS OF FRUITS AND VEGETABLES WERE DISTRIBUTED TO K-12 WEST PHILADELPHIA SCHOOLS AND FAMILIES THROUGH NETTER'S GOOD FOOD BAG PROGRAM IN FY 2025. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/UNIVERSITY-ASSISTED- COMMUNITY-SCHOOLS/AGATSTON-URBAN-NUTRITION-INITIATIVE NETTER'S PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE) FURTHER ENGAGES STAFF, FACULTY, AND ALUMNI VOLUNTEERS. PENN VIPS AWARDED SIX NON-TUITION COLLEGE SCHOLARSHIPS TO WEST PHILADELPHIA STUDENTS WITH A RECORD OF SERVICE; SUPPORTED OVER 45 PENN DEPARTMENTS IN PROVIDING HOLIDAY GIFTS (CLOTHING, TOYS, HOUSEHOLD SUPPLIES, TECHNOLOGY) TO 50 DESERVING FAMILIES THROUGH REFERRAL BY LOCAL COMMUNITY AGENCIES; COLLECTED AN ADDITIONAL 1,000 GIFTS AND TOYS, 50 PAIRS OF SNEAKERS, AND 650 NON-PERISHABLE FOOD ITEMS FOR DONATION DURING THE HOLIDAYS; AS WELL AS ORGANIZED A UNIVERSITY-WIDE SCHOOL SUPPLIES DRIVE THAT BENEFITTED APPROXIMATELY 10 FAMILIES, AS WELL AS 10 LOCAL SCHOOLS AND SEVERAL MENTORING AND LITERACY ORGANIZATIONS. THROUGH PENN VIPS, PENN VOLUNTEERS ALSO PROVIDED MONTHLY ON-CAMPUS MENTORSHIP FOR A DOZEN LOCAL MIDDLE SCHOOL CHILDREN, PROVIDING EXPOSURE TO COLLEGE CAMPUSES AND EXPLORING A VARIETY OF CAREERS AND THE IMPORTANCE OF AN EDUCATION. ADDITIONALLY, 22 LOCAL HIGH SCHOOL STUDENTS WERE EXPOSED TO AREA BUSINESSES AND CAREERS THROUGH THE PENN ALUMNI CLASS OF 80 PARTNERSHIP. PENN VIPS WORKED UNIVERSITY-WIDE TO SHARE UNIVERSITY OFFICE SUPPLIES, AS WELL AS A GOLF CART, FURNITURE, TELEVISIONS, SEVEN PALLETS OF WATER, AND MORE, WITH NEIGHBORHOOD GROUPS AND LOCAL AGENCIES. PENN VIPS ALSO OPERATED THE NONPROFIT INSTITUTE, A BIANNUAL PROGRAM THAT PROVIDES FREE WORKSHOPS FOR MEMBERS OF LOCAL NONPROFITS AND FAITH-BASED COMMUNITIES OVER THE COURSE OF FIVE DAYS; APPROXIMATELY 40 INDIVIDUALS PARTICIPATED IN THE NONPROFIT INSTITUTE IN FY 2025. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/PROGRAMS/PENN-VOLUNTEERS- PUBLIC-SERVICE-PENN-VIPS -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/ADDITIONAL-PROGRAMS/PENN- VOLUNTEERS-PUBLIC-SERVICE-PENN-VIPS/NONPROFIT-INSTITUTE FOCUSING ON CIVIC ENGAGEMENT AND SOCIAL JUSTICE EDUCATION, CIVIC HOUSE OVERSEES A VARIETY OF PROGRAMS. THE PENNCORP PRE-ORIENTATION PROGRAM INTRODUCES 40 INCOMING STUDENTS TO COMMUNITY ENGAGEMENT OPPORTUNITIES IN LOCAL COMMUNITIES. THROUGH THE WEST PHILADELPHIA TUTORING PROJECT, ABOUT 300 PENN STUDENTS SUPPORT K-12 STUDENTS IN LOCAL PUBLIC SCHOOLS AND ON CAMPUS, AND THROUGH ITS COMMUNITY ENGAGEMENT INTERNSHIP PROGRAM, STUDENTS WORK YEAR-ROUND TO BUILD CAPACITY FOR COMMUNITY PARTNER ORGANIZATIONS. THE VOLUNTEER-BASED COMMUNITY ENGAGEMENT PROGRAM (CEP) IS A STUDENT-FACILITATED PROGRAM THAT CONNECTS PENN STUDENTS WITH PHILADELPHIA-BASED NONPROFIT ORGANIZATIONS WHILE PROVIDING A SPACE FOR REFLECTION AND EDUCATION. ALL 30 STUDENTS INVOLVED IN CIVIC HOUSE'S CIVIC SCHOLARS PROGRAM VOLUNTEER WITH LOCAL NONPROFIT ORGANIZATIONS AND SCHOOLS, AND SEVERAL OF THEM PARTICIPATED IN PUBLIC INTEREST INTERNSHIPS OVER THE SUMMER. ADDITIONALLY, THE EMERGING PRISON EDUCATION AND REENTRY INITIATIVE (PERI), SUPPORTS CURRENTLY AND FORMERLY INCARCERATED INDIVIDUALS SEEKING TO OBTAIN HIGHER EDUCATION.
FORM 990, PART III, LINE 4A & 4B (CONT.) THE PENN ALTERNATIVE BREAKS PROGRAM INVOLVED A SMALL GROUP OF STUDENTS IN OPPORTUNITIES TO ENGAGE IN REFLECTION AND ENGAGEMENT DURING SCHOOL BREAKS. ALSO, THROUGH SEVERAL DOZEN OTHER STUDENT-LED ORGANIZATIONS COMPRISED OF SOME 1,500 VOLUNTEERS, PENN STUDENTS WORK ON A RANGE OF OTHER ISSUES IN PHILADELPHIA AND THROUGHOUT THE REGION. -HTTPS://CIVICHOUSE.UPENN.EDU/ -HTTPS://CIVICHOUSE.UPENN.EDU/PENNCORP/ -HTTP://UPENNWPTP.WEEBLY.COM/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/COMMUNITY-ENGAGEMENT-INTERNSHIP/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/COMMUNITY-ENGAGEMENT-PROGRAM/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/CIVIC-SCHOLARS/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/PENN-ALTERNATIVE-BREAKS/ THE OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS (OGCA) FOSTERS RELATIONSHIPS WITH GOVERNMENT AND CIVIC PARTNERS TO ENSURE THAT THE CONDUCT OF THE UNIVERSITY'S MISSION AND ACTIVITIES RESULTS IN MEANINGFUL IMPACT AND ENGAGEMENT IN PHILADELPHIA NEIGHBORHOODS AND BEYOND. OGCA HOSTS A MONTHLY MEETING WITH COMMUNITY LEADERS TO FOSTER COLLABORATIVE INFORMATION SHARING AND PROGRAM INFORMATION. WXPN'S PROGRAMMING POWERED THE LOCAL MUSIC ECOSYSTEM AND CREATIVE ECONOMY THROUGH LIVE AND DIGITAL ACCESS TO EXPERIENCES, INCLUDING WEEKLY FREE AT NOON CONCERTS AND ANNUAL EVENTS SUCH AS THE NON-COMM CONVENTION AND XPONENTIAL MUSIC FESTIVAL. NEW INITIATIVES INCLUDING THE 24-HOUR SONGWRITING CHALLENGE AND THE HOMEGROWN LIVE PERFORMANCE SERIES PROVIDED OPPORTUNITIES TO SHOWCASE LOCAL MUSICIANS. PENN'S EMPHASIS ON SERVICE AS ESSENTIAL TO ITS EDUCATIONAL MISSION IS EXEMPLIFIED BY A HOST OF SCHOOL-BASED PROGRAMS ACROSS THE UNIVERSITY, AS WELL. SELECT HIGHLIGHTS INCLUDE: GRADUATE SCHOOL OF EDUCATION PENN GSE PARTNERS WITH SCHOOLS, COMMUNITIES, POLICYMAKERS, AND BUSINESSES TO UNLOCK EDUCATIONAL OPPORTUNITIES FOR STUDENTS LOCALLY, NATIONALLY, AND GLOBALLY. THE SCHOOL ACCOMPLISHES THIS MISSION THROUGH ACADEMIC PROGRAMS, RESEARCH, AND SERVICE TO ITS VARIED CONSTITUENCIES. PROGRAMMATICALLY, GSE OFFERS MASTER'S AND DOCTORAL DEGREE PROGRAMS AND IS RECOGNIZED FOR ITS EXPERTISE IN EDUCATION POLICY, HIGHER EDUCATION, APPLIED PSYCHOLOGY/HUMAN DEVELOPMENT, LITERACY STUDIES, TEACHER PREPARATION, INTERNATIONAL DEVELOPMENT, AND RESEARCH AND EVALUATION METHODOLOGY. GSE IS A LEADER IN INNOVATIVE EXECUTIVE-FORMAT DEGREE PROGRAMS FOR PRACTICING EDUCATION PROFESSIONALS, WHICH SUBSTANTIALLY WIDENS THE SCHOOL'S REACH. WITH AROUND 1,450 STUDENT FTES, GSE IS THE FIFTH LARGEST SCHOOL AT PENN IN ENROLLMENT. -HTTPS://WWW.GSE.UPENN.EDU/ GSE'S CURRENT RESEARCH PORTFOLIO INCLUDES OVER $46M IN AWARDS AND $11M IN EXPENDITURES ANNUALLY FROM BOTH THE FEDERAL GOVERNMENT AND A WIDE VARIETY OF FOUNDATIONS. GSE'S SERVICE COMMITMENT IS STRONG AND SUPPORTS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS AND ADMINISTRATORS ACROSS THE REGION AND NATION, A STRONG AND DEEPENING PARTNERSHIP WITH THE PHILADELPHIA SCHOOL DISTRICT, AND ENHANCED INTERNATIONAL EDUCATION DEVELOPMENT EFFORTS WITH STUDENT PLACEMENTS CIRCLING THE GLOBE. THE INNOVATION HUB CATALYST AND THE CENTER FOR PROFESSIONAL LEARNING ARE EXPANDING ACCESS TO PENN LEARNING OPPORTUNITIES WORLDWIDE. -HTTPS://WWW.GSE.UPENN.EDU/OUR-EXPERTISE/OFFICE-SCHOOL-AND-COMMUNITY- ENGAGEMENT -HTTPS://WWW.GSE.UPENN.EDU/OUR-EXPERTISE/CATALYST-PENN-GSE -HTTPS://WWW.GSE.UPENN.EDU/PROFESSIONAL-DEVELOPMENT/EXPLORE-PROGRAMS PROGRAMMATIC INITIATIVES PENN GSE'S PROGRAMMATIC INITIATIVES ARE SHAPED BY AN EMERGING STRATEGIC VISION THAT COMPRISES PROGRAMMATIC PRIORITIES AND KEY OPERATIONAL LEVERS TO GUIDE PLANNING, RESOURCE ALLOCATION, AND COMMUNICATIONS AND FUNDRAISING INITIATIVES OVER THE COMING DECADE, WITH THE GOAL OF SUBSTANTIALLY INCREASING GSE'S IMPACT IN LOCAL AND GLOBAL EDUCATIONAL COMMUNITIES AND CONTINUOUS REFINEMENT OF GSE'S SUITE OF HIGH-QUALITY, SOCIALLY CONSCIOUS, MARKET RELEVANT DEGREE AND PROFESSIONAL LEARNING PROGRAMS. GSE'S STRATEGIC VISION IS GUIDED BY THE UNIVERSITY'S IN PRINCIPLE AND PRACTICE STRATEGIC FRAMEWORK, POSITIONING GSE TO LEAD ACROSS EACH OF THE FRAMEWORK'S PRIORITY AREAS. FOSTERING LEADERSHIP AND SERVICE: GSE'S STRATEGIC VISION CENTERS ON PREPARING AND SUSTAINING THE K-12 AND HIGHER EDUCATION WORKFORCE. GSE IS UNIQUE AMONG SCHOOLS OF EDUCATION FOR ITS BREADTH OF HIGH-QUALITY ACADEMIC PROGRAMS AND PROFESSIONAL DEVELOPMENT OFFERINGS FOR EDUCATIONAL PRACTITIONERS AT EACH CAREER STAGE. GSE WILL CONTINUE TO FOCUS ON GROWING AND ENHANCING ITS TEACHER PREPARATION AND LEADERSHIP PROGRAMS BY HONING PROGRAMMATIC OFFERINGS FOR TEACHER GRADUATES AS THEY ENHANCE THEIR PEDAGOGY OR TRANSITION INTO LEADERSHIP ROLES AT THE SCHOOL, DISTRICT, STATE, OR FEDERAL LEVELS. GSE IS ALSO UNDERTAKING EXTERNAL REVIEWS FOR GSE'S ACADEMIC PROGRAMS TO CONTINUE TO ENSURE EXCEPTIONAL QUALITY, EFFECTIVENESS, AND MARKET RELEVANCE. TO SUPPORT THIS PRIORITY IN FY 2025, PENN GSE WILL UNITE ITS PROFESSIONAL DEVELOPMENT PROGRAMS WITHIN PENN GSE CATALYST, THE SCHOOL'S INNOVATION HUB, FOR THE FIRST TIME. THIS SHIFT ALLOWS FOR PROGRAMMATIC SYNERGIES, ENHANCED QUALITY AND CONSISTENCY, AND AGILITY IN INNOVATION TO MEET THE EVER-EVOLVING NEEDS OF EDUCATIONAL PRACTITIONERS. DEEPENING CONNECTION WITH NEIGHBORS AND THE WORLD: COMMUNITY-ENGAGED SCHOLARSHIP AND PROGRAMS HAVE LONG BEEN A HALLMARK OF GSE, INCLUDING A LONGSTANDING AND MULTIFACETED RELATIONSHIP WITH THE SCHOOL DISTRICT OF PHILADELPHIA. THIS RELATIONSHIP INCLUDES OVER $6 MILLION OF ANNUAL GSE COMMITMENTS TO THE DISTRICT ACROSS STUDENT PLACEMENTS, SCHOLARSHIPS, PROGRAMMING, AND RESEARCH. IN FY 2025, PENN GSE WILL FOCUS ON A UNIFIED STRATEGY FOR SCHOOLWIDE COMMUNITY ENGAGEMENT. GSE IS ALSO WORKING TO FORGE NEW RESEARCH AND PROGRAMMATIC COLLABORATIONS WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION ON TOPICS OF MUTUAL CONCERN LIKE STATEWIDE EDUCATOR SHORTAGES AND IS LAUNCHING A FIVE-YEAR GLOBAL ENGAGEMENT STRATEGY THAT WILL ENHANCE THE SCHOOL'S CAPACITY WITH INTERNATIONAL SCHOOLS, NGOS, GOVERNMENTS, AND TRANSNATIONAL ORGANIZATIONS TO EXPLORE ACADEMIC, RESEARCH, AND SERVICE PARTNERSHIPS. GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: HIGH COST OF ATTENDANCE REMAINS A MAJOR BARRIER FOR PROSPECTIVE STUDENTS AT GSE. INCREASING THE ACCESSIBILITY OF PROGRAMS IS A KEY LEVER OF THE STRATEGIC VISION AS GSE EXPANDS NEED-BASED AID AND IDENTIFIES OTHER APPROACHES TO CONTAIN AND LOWER COSTS. IN FY 2025, GSE WILL MAKE SCHOLARSHIPS FOR TEACHER EDUCATION PROGRAMS A CRITICAL FUNDRAISING PRIORITY. ADDITIONALLY, GSE WILL SEEK TO INCREASE THE BREADTH OF ITS INTERNATIONAL STUDENT ENROLLMENT BY DEEPENING CONNECTIONS IN GLOBAL REGIONS WITH UNMET DEMAND FOR HIGH-QUALITY GRADUATE EDUCATION AND PROFESSIONAL DEVELOPMENT. LEADING ON GREAT CHALLENGES OF OUR TIME: PENN GSE POSSESSES EXCEPTIONAL FACULTY EXPERTISE ON HOW EDUCATIONAL COMMUNITIES CAN FOSTER HARD CONVERSATIONS ACROSS DIVERSE IDENTITIES AND IDEOLOGIES IN AND BEYOND THE K-12 AND HIGHER EDUCATION CLASSROOMS. THE PENN GSE STRATEGIC VISION SETS AS A KEY PRIORITY FACILITATING HARD CONVERSATIONS, STAKING AN AFFIRMATIVE CLAIM ABOUT THE VITAL ROLE OF EDUCATION K-12 AND POSTSECONDARY WITHIN DEMOCRATIC SOCIETY. THIS EFFORT INVOLVES ENHANCEMENT TO EXISTING ACADEMIC AND COMMUNITY-ENGAGED PROGRAMS, AS WELL AS NOVEL COLLABORATIONS ACROSS PENN. IN PURSUING THIS PRIORITY, GSE ASSUMES A LEADERSHIP ROLE ACROSS THE UNIVERSITY, AMONG PEER SCHOOLS OF EDUCATION, AND IN WIDER PUBLIC DISCOURSE ON HOW SOCIETY CAN MOVE FORWARD PRODUCTIVELY IN AN ERA OF PROFOUND POLARIZATION.
FORM 990, PART III, LINE 4A & 4B (CONT.) ACCELERATING INTERDISCIPLINARY PURSUITS: PENN GSE PRIORITIZES PUSHING THE BOUNDARIES OF KNOWLEDGE. AS ALWAYS AT GSE, KNOWLEDGE CREATION WILL FOCUS ON RESEARCH FRONTIERS THAT TRANSLATE THEORY TO PRACTICE AND EMPHASIZE IMPACT IN THE LIVES OF EDUCATORS, LEARNERS, AND THEIR COMMUNITIES. GIVEN THE RAPID PACE OF CHANGE IN EDUCATION TODAY, INTERDISCIPLINARITY IS VITAL TO GSE'S IMPACT BECAUSE IT IS ESSENTIAL TO CREATIVE SOLUTION-SEEKING; KEY TO THIS IS RECRUITMENT OF FACULTY WITH INTERDISCIPLINARY REACH ACROSS EDUCATIONAL ARENAS WHO CAN RESEARCH AND TEACH ACROSS MULTIPLE GSE PROGRAMS. TO DEEPEN INTERSCHOOL AND INTERDISCIPLINARY COLLABORATIONS ACROSS PENN, GSE IS EXPLORING PARTNERSHIP OPPORTUNITIES WITH OTHER PENN SCHOOLS AROUND ARTIFICIAL INTELLIGENCE, GIVEN THE EXTRAORDINARY EXPERTISE IN AI-ENGAGED PEDAGOGY AMONG GSE'S FACULTY. PENN ENGINEERING THE SCHOOL OF ENGINEERING AND APPLIED SCIENCE (PENN ENGINEERING) AT THE UNIVERSITY OF PENNSYLVANIA IS COMPRISED OF SIX ACADEMIC DEPARTMENTS AND NUMEROUS INTERDISCIPLINARY CENTERS, INSTITUTES, AND LABORATORIES. PENN ENGINEERING'S GOAL IS TO PREPARE STUDENTS FOR LEADERSHIP ROLES IN A TECHNOLOGICAL WORLD WHERE CREATIVITY, CRITICAL QUANTITATIVE THINKING, EFFECTIVE COMMUNICATION SKILLS AND A STRONG COMMITMENT TO HUMANE VALUES ARE ESSENTIAL. ACCELERATING INTERDISCIPLINARY PURSUITS: PENN ENGINEERING THRIVES WITHIN AN INTERDISCIPLINARY CULTURE, STRENGTHENED BY CAMPUS PARTNERSHIPS ACROSS PENN'S 11 OTHER SCHOOLS. PENN ENGINEERING'S CENTERS, INSTITUTES, AND AFFILIATED GRADUATE PROGRAMS EXEMPLIFY THIS CROSS-POLLINATION, WHILE DUAL-DEGREE OPTIONS AND MAJORS REFLECT A DEEPLY MULTIDISCIPLINARY UNDERGRADUATE EXPERIENCE. PENN ENGINEERING ACTIVELY ADVANCES THE COMMERCIALIZATION OF RESEARCH IN COLLABORATION WITH THE PENN CENTER FOR INNOVATION (PCI). INVENTION DISCLOSURES, PATENT FILINGS, LICENSES, AND SPONSORED RESEARCH ARE ALL ON THE RISE, SUPPORTED BY PARTNERSHIPS WITH COMPANIES LIKE AMAZON, GOOGLE, BIONTECH, AND TOYOTA. NEARLY 30 NEW VENTURES HAVE BEEN LAUNCHED BY FACULTY AND STUDENTS IN THE PAST FIVE YEARS. TO FURTHER FOSTER INNOVATION AND ENTREPRENEURSHIP, PENN ENGINEERING-TOGETHER WITH THE WHARTON SCHOOL- ACTIVELY SUPPORTS THE PENN VENTURE LAB AND, IN FY 2024, INTRODUCED THE NEW ENTREPRENEURSHIP FELLOWS PROGRAM. -HTTPS://PCI.UPENN.EDU/ -HTTPS://VENTURELAB.UPENN.EDU/ -HTTPS://EENT.SEAS.UPENN.EDU/FELLOWS/ LEADING ON GREAT CHALLENGES OF OUR TIME: PENN ENGINEERING IS ADVANCING SOLUTIONS TO SOCIETY'S MOST SIGNIFICANT AND COMPLEX CHALLENGES THROUGH ITS MISSION, VISION, AND VALUES. IN COLLABORATION WITH SCHOOLS AND CENTERS ACROSS THE UNIVERSITY, PENN ENGINEERING'S NEW STRATEGIC PLAN, PENN ENGINEERING 2030, IS ALIGNED WITH THE UNIVERSITY'S IN PRINCIPLE AND PRACTICE FRAMEWORK, WHICH STRENGTHENS PENN AS AN INVENTIVE UNIVERSITY OF BOLD IDEAS, AN ENGAGED UNIVERSITY WITH SOCIETAL REACH, AN ANCHORED UNIVERSITY COMMITTED TO OPERATIONAL EXCELLENCE AND AN INTERWOVEN UNIVERSITY POWERED BY CROSS-DISCIPLINARY COLLABORATION. THE RECENT OPENINGS OF AMY GUTMANN HALL, VLEST, AND ONE UCITY DURING THE 2024-2025 ACADEMIC YEAR FURTHER EXPANDED THE SCHOOL'S CAPACITY FOR INTERDISCIPLINARY COLLABORATION AND INNOVATION. TOGETHER WITH NEW FACULTY APPOINTMENTS AND TARGETED SEED FUNDING TO SUPPORT HIGH-IMPACT, CROSS-CUTTING PROJECTS, THESE INVESTMENTS HAVE POSITIONED PENN ENGINEERING TO ACCELERATE DISCOVERY, FOSTER TRANSLATIONAL RESEARCH, AND DELIVER TANGIBLE SOLUTIONS THAT HELP TO IMPROVE LIVES AND STRENGTHEN COMMUNITIES WORLDWIDE. -HTTPS://WWW.SEAS.UPENN.EDU/MISSION-VISION-AND-VALUES/ -HTTPS://WWW.SEAS.UPENN.EDU/ABOUT/STRATEGIC-PLAN/ -HTTPS://IN-PRINCIPLE-AND-PRACTICE.UPENN.EDU/ DEEPENING CONNECTION WITH NEIGHBORS AND THE WORLD: PENN ENGINEERING'S K-12 OUTREACH EFFORTS FOCUS ON CREATING MEANINGFUL IMPACT WITHIN PHILADELPHIA AND THE SURROUNDING REGION BY FOSTERING INTEREST IN STEM AND BROADENING THE PIPELINE OF FUTURE ENGINEERS. THROUGH PARTNERSHIPS WITH ORGANIZATIONS SUCH AS THE ARMY EDUCATIONAL OUTREACH PROGRAM (AEOP), HIGH SCHOOL APPRENTICESHIP PROGRAM AND HEIGHTS PHILADELPHIA, THE SCHOOL PROVIDES STUDENTS WITH AUTHENTIC RESEARCH EXPERIENCES AND ACCESS TO FOUNDATIONAL STEM RESOURCES. FOSTERING LEADERSHIP AND SERVICE: GUIDED BY ITS STRATEGIC PLAN, PENN ENGINEERING IS ADVANCING A BOLD VISION ROOTED IN EXCELLENCE, AGILITY, AND COMMUNITY. A STRONG ETHIC OF SERVICE IS EMBEDDED THROUGHOUT THE SCHOOL'S EXPERIENCE, SUPPORTED BY THE PENN ENGINEERING STUDENT LEARNING AND ENGAGEMENT (PESTLE) PORTAL, WHICH CONNECTS STUDENTS WITH LOCAL VOLUNTEER OPPORTUNITIES. THROUGH A PARTNERSHIP WITH PENN ABROAD, THE SCHOOL OFFERS GLOBAL SERVICE-LEARNING PROGRAMS SUCH AS PENN GLOBAL SEMINARS IN JAMAICA, CHINA, THE NETHERLANDS, AND NOW IN ARGENTINA. BUILDING ON THE INSTRUCTIONAL TECHNOLOGIES DEVELOPED BY PENN ENGINEERING ONLINE, THE SCHOOL IS REALIZING A VISION FOR ACCESSIBLE, SCALABLE EDUCATION THAT LEVERAGES INNOVATION TO REMOVE BARRIERS AND EXPAND LEARNING OPPORTUNITIES WORLDWIDE. -HTTPS://PESTLE.SEAS.UPENN.EDU/ -HTTPS://GLOBAL.UPENN.EDU/PENNABROAD/PGS/ -HTTPS://ONLINE.SEAS.UPENN.EDU/ PENN DENTAL PENN DENTAL MEDICINE DEMONSTRATES A STRONG AND SUSTAINED COMMITMENT TO PROGRAMMATIC INITIATIVES THAT ADVANCE ITS PUBLIC SERVICE MISSION, PLACING COMMUNITY ENGAGEMENT AND SERVICE LEARNING AT THE HEART OF ITS EDUCATIONAL MODEL. THROUGH ROBUST PARTNERSHIPS WITH LOCAL ORGANIZATIONS, INNOVATIVE OUTREACH CLINICS, AND A CURRICULUM THAT INTEGRATES HANDS-ON SERVICE EXPERIENCES, THE SCHOOL EMPOWERS STUDENTS TO ADDRESS ORAL HEALTH DISPARITIES WHILE DEVELOPING CULTURAL HUMILITY AND CLINICAL LEADERSHIP. THESE INITIATIVES NOT ONLY EXPAND ACCESS TO HIGH-QUALITY CARE FOR UNDERSERVED POPULATIONS BUT ALSO CULTIVATE A DEEP SENSE OF SOCIAL RESPONSIBILITY AMONG FUTURE DENTAL PROFESSIONALS. IN DOING SO, PENN DENTAL MEDICINE ENSURES THAT SERVICE IS NOT AN ADJUNCT TO EDUCATION, BUT A DEFINING PILLAR THAT SHAPES BOTH COMMUNITY WELL-BEING AND STUDENT GROWTH. PENN NURSING PROGRAMMATIC INITIATIVES OUR PROGRAMMATIC INITIATIVES ARE WELL-ALIGNED WITH "IN PRINCIPLES AND PRACTICEWE ARE UNDERTAKING A STRATEGIC REVIEW OF OUR PRIORITIES TO ENSURE GREATER SYNERGY. BELOW WE HIGHLIGHT A FEW INITIATIVES. ACCELERATE INTERDISCIPLINARY PURSUITS: PENN NURSING WORKS COLLABORATIVELY WITH ALL SCHOOLS AND MANY CENTERS ACROSS CAMPUS IN RESEARCH, PRACTICE, AND SERVICE INITIATIVES. ONE SUCH COLLABORATION IS BETWEEN PENN NURSING AND PENN LIBRARIES DESIGNED TO ADVANCE ACCESS TO MATERIALS, SERVICES, AND AWARENESS OF THE PENN NURSING BARBARA BATES CENTER FOR THE STUDY OF THE HISTORY OF NURSING, A PRE-EMINENT HISTORY OF NURSING RESEARCH CENTER AND ARCHIVE. WITH THE APPOINTMENT OF DR. MARGO BROOKS CARTHON AS FACULTY DIRECTOR IN FY 2025, THE BATES CENTER IS POSITIONED WELL TO GIVE VOICE TO THE HISTORICAL POWER OF NURSING; AND TO ANALYZE THE STRENGTHS AND WEAKNESSES OF LOCAL AND GLOBAL APPROACHES TO ISSUES OF HEALTH AND ILLNESS. LEADING ON GREAT CHALLENGES OF OUR TIME: DATA SCIENCE: THE SCHOOL IS WELL POSITIONED TO BE A KEY LEADER IN THIS AREA. PRESENTLY, PENN NURSING AND THE PENN ARTIFICIAL INTELLIGENCE AND TECHNOLOGIES COLLABORATORY FOR HEALTHY AGING (PENNAITECH), FUNDED BY THE NATIONAL INSTITUTE ON AGING, HAS AWARDED $2.37 MILLION IN PILOT GRANTS TO FUND THE DEVELOPMENT AND EVALUATION OF ARTIFICIAL INTELLIGENCE SOLUTIONS TO IMPROVE CARE FOR OLDER ADULTS, INCLUDING THOSE WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AND THEIR CAREGIVERS. WITH THE EXPONENTIAL GROWTH OF LARGE LANGUAGE MODELS (LLMS), PENN NURSING IS LEADING IN UNDERSTANDING THE INTERSECTION OF AI, NURSING, AND THE BROADER HEALTHCARE LANDSCAPE. PENN NURSING HOSTED THE AI AND NURSING SCIENCE WORKSHOP IN JANUARY 2025 BROUGHT TOGETHER LEADING NURSE SCIENTISTS, AI EXPERTS, ETHICISTS, AND POLICYMAKERS, FROM ACROSS THE U.S. AND THROUGHOUT PENN, TO DELVE INTO THE PROFOUND IMPLICATIONS OF AI FOR THE FUTURE OF NURSING. PENN NURSING IS ALSO LEADING IN CAMPUS CONVERSATIONS AT THIS INTERSECTION OF RESEARCH, TECHNOLOGY, AND HUMAN HEALTH. -HTTPS://WWW.AINURSINGSCIENCE.ORG CLIMATE: PENN NURSING FACULTY ARE SPEARHEADING VITAL RESEARCH AND COMMUNITY ENGAGEMENT AT THE INTERSECTION OF CLIMATE CHANGE AND PUBLIC HEALTH AND PREPARING NURSING STUDENTS TO BE THE FUTURE OF THOSE CRITICAL EFFORTS. FOR EXAMPLE, PENN4C, A COLLABORATIVE OF PENN NURSING AND PENN ENGINEERING, IS WORKING WITH NORTH10, A COMMUNITY-FOCUSED NONPROFIT SERVING PHILADELPHIA'S HUNTING PARK-EAST TIOGA NEIGHBORHOOD, ON SOLUTIONS FOR THE DETRIMENTAL "HEAT ISLAND" EFFECT. DEMOCRACY, TRUST AND TRUTH: PENN NURSING WAS THE FIRST AND ONLY PENN SCHOOL TO COLLABORATE WITH OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS ON A GROUNDBREAKING VOTER REGISTRATION INITIATIVE, "NURSES FOR THE VOTE, CHART THE FUTURE," UNDERSTANDING THE PERSONAL RESPONSIBILITY TO VOTE AND A PROFESSIONAL MANDATE TO WORK WITH COMMUNITIES TO SUPPORT VOTER REGISTRATION AND BETTER COMMUNITY HEALTH AND WELL-BEING.
FORM 990, PART III, LINE 4A & 4B (CONT.) DEEPEN CONNECTION WITH NEIGHBORS AND THE WORLD: REACHING ACROSS THE COMMUNITY, THE PHILADELPHIA COMMUNITY ENGAGEMENT ALLIANCE (PHILLY CEAL) RECEIVED A NEW $5.5 MILLION NIH GRANT FOCUSED ON CHRONIC DISEASE SELF-MANAGEMENT AMONG PHILADELPHIA RESIDENTS. NEARLY $3 MILLION OF THIS GRANT SUPPORTS COMMUNITY HEALTH WORKERS WITH THE CITY OF PHILADELPHIA. THE LEONARD LAUDER COMMUNITY CARE NURSE PRACTITIONER PROGRAM PROVIDES OPPORTUNITIES TO WORK WITH COMMUNITY-BASED HEALTH CENTERS IN THE REGION. PENN NURSING SUPPORTS INITIATIVES WITH OUR HEALTH SCHOOLS SUCH AS PUENTES DE SALUD. PENN NURSING ALSO BOLSTERED LEADERSHIP IN THE COMMUNITY SPACE WITH THE HIRING OF DR. SELENA GILLES INTO THE ASSOCIATE DEAN FOR SCHOOL AND COMMUNITY ENGAGEMENT ROLE. PENN VET THE SCHOOL OF VETERINARY MEDICINE (PENN VET) TRAINS THE NEXT GENERATION OF VETERINARY LEADERS TO ADVANCE HEALTHCARE OUTCOMES AND ACCESS, ENSURE GLOBAL HEALTH, BOLSTER SUSTAINABLE AGRICULTURE, CREATE AND SUPPORT INTERDISCIPLINARY CAREER PATHS, AND FOSTER COMMUNITY AND WELLNESS IN THE PROFESSION. AS ONE OF THE MOST ACCESSED AND TRUSTED MEDICAL PROFESSIONS, VETERINARIANS ARE UNIQUELY WELL-POSITIONED TO CONTRIBUTE SOLUTIONS TO SOME OF THE MOST PRESSING CHALLENGES IMPACTING LOCAL, REGIONAL, AND GLOBAL COMMUNITIES TODAY, INCLUDING FOOD SECURITY, BIOSECURITY, BIODIVERSITY, CLIMATE CHANGE, AND HEALTHCARE ACCESS FOR UNDERSERVED AREAS. SINCE HIS ARRIVAL AT PENN VET IN 2018, DR. ANDREW HOFFMAN, THE GILBERT S. KAHN DEAN OF VETERINARY MEDICINE, HAS CREATED A VISION FOR A CULTURE OF INNOVATION WHILE BROADENING PENN VET'S SOCIAL IMPACT ON A GLOBAL SCALE. -HTTPS://WWW.VET.UPENN.EDU/ -HTTPS://WWW.VET.UPENN.EDU/ABOUT/DEANS-OFFICE/ PROGRAMMATIC INITIATIVES ACCELERATING INTERDISCIPLINARY PURSUITS: A DISTINGUISHING FEATURE OF THE VMD PROGRAM IS THE AVAILABILITY OF FIRST-OF-THEIR-KIND DUAL DEGREES WITH PARTNER SCHOOLS ACROSS PENN DESIGNED TO TRAIN GLOBAL PROBLEM-SOLVERS THROUGH INTERDISCIPLINARY AND INTER-PROFESSIONAL MASTER'S AND CERTIFICATE PROGRAMS. VETERINARIANS WITH THESE DUAL CREDENTIALS ARE UNIQUELY POSITIONED TO SUPPORT UNDERSERVED AREAS WITH RESPECT TO HEALTHCARE, AGRICULTURE, AND THE ENVIRONMENT. IN FY 2023, THE SCHOOL ALSO IMPLEMENTED A NEW COMPETENCY-BASED CURRICULUM DESIGNED TO BETTER PREPARE PENN VET STUDENTS FOR A RAPIDLY CHANGING WORLD. -HTTPS://WWW.VET.UPENN.EDU/PROGRAMS/DUAL-DEGREE-PROGRAMS/ GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: PENN VET'S TWO CAMPUSES OFFER STUDENTS LEARNING OPPORTUNITIES AND EXPERIENCES IN VIRTUALLY EVERY ASPECT OF VETERINARY MEDICINE WHILE PROVIDING LEADING EDGE CLINICAL CARE TO THEIR RESPECTIVE COMMUNITIES. RYAN HOSPITAL ON THE PHILADELPHIA CAMPUS HANDLES APPROXIMATELY 33,000 COMPANION ANIMAL PATIENT VISITS PER YEAR AND IS ACTIVELY ENGAGED WITH THE LOCAL COMMUNITY THROUGH THE SHELTER MEDICINE AND COMMUNITY ENGAGEMENT PROGRAM. NEW BOLTON CENTER IN KENNETT SQUARE, PA, SEES APPROXIMATELY 7,000 LARGE ANIMAL PATIENT VISITS ANNUALLY, WITH AN ADDITIONAL 20,000 PATIENTS TREATED PER YEAR AT LOCAL FARMS. PENN VET IS ALSO ENGAGED IN PLANNING FOR THE RIEPE CENTER FOR ADVANCED VETERINARY EDUCATION AND THE COMMONWEALTH-FUNDED VETERINARY DIAGNOSTIC LABORATORY ON THE NEW BOLTON CENTER CAMPUS. -HTTPS://WWW.VET.UPENN.EDU/RYAN-HOSPITAL/ -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-PROGRAMS -HTTPS://WWW.VET.UPENN.EDU/NEW-BOLTON-CENTER/ LEADING ON GREAT CHALLENGES OF OUR TIME: THE SCHOOL'S ROBUST RESEARCH PROGRAM INCLUDES BASIC, TRANSLATIONAL, AND CLINICAL DISCOVERY TO ADDRESS COMPLEX PROBLEMS FACED BY ANIMALS, HUMANS, AND THE PLANET AND RECEIVES APPROXIMATELY $22 MILLION IN NIH FUNDING ANNUALLY. AREAS OF STUDY INCLUDE CANCER, IMMUNOLOGY, INFECTIOUS DISEASE, REGENERATIVE MEDICINE, AND AGRICULTURAL SUSTAINABILITY OFTEN LINKED WITH MAJOR PROGRAMS. THE COMPARATIVE IMMUNOTHERAPY PROGRAM, A TRANSLATIONAL RESEARCH PROGRAM, WAS FOUNDED IN FY 2012 TO IMPROVE THE LIVES OF ANIMALS AND HUMANS BY LEVERAGING COMPARATIVE MEDICINE. THE WILDLIFE FUTURES PROGRAM WAS LAUNCHED IN FY 2019 TO CONDUCT WILDLIFE HEALTH SURVEILLANCE, RESEARCH, AND OUTREACH TO INFORM AND IMPROVE WILDLIFE MANAGEMENT IN PENNSYLVANIA AND BEYOND. VET FOLLOWED THE FY 2022 LAUNCH OF THE INSTITUTE FOR INFECTIOUS AND ZOONOTIC DISEASES, A ONE HEALTH RESPONSE TO ZOONOTIC DISEASES, WITH THE FY 2023 LAUNCH OF THE CENTER FOR STEWARDSHIP AGRICULTURE AND FOOD SECURITY TO BUILD UPON ITS EXPERTISE IN REGENERATIVE AGRICULTURE, ANIMAL WELFARE, FOOD SECURITY, AND THE SCHOOL'S COMMITMENT TO REDUCE NET CARBON EMISSIONS. -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-PROGRAMS -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-CENTERS-AND-INSTITUTE/ INSTITUTE-FOR-INFECTIOUS-AND-ZOONOTIC-DISEASES/FUNDING-OPPORTUNITIES/ -HTTPS://WWW.VET.UPENN.EDU/ABOUT/ONE-HEALTH/ -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-CENTERS-AND-INSTITUTE/ CENTER-FOR-STEWARDSHIP-AGRICULTURE-AND-FOOD-SECURITY/ SCHOOL OF ARTS AND SCIENCES THE SCHOOL OF ARTS AND SCIENCES (SAS) IS THE INTELLECTUAL CORE OF THE UNIVERSITY, PROVIDING LIBERAL ARTS EDUCATION FOR ALL PENN UNDERGRADUATES AND SUPPORTING GRADUATE STUDIES, BASIC RESEARCH, AND LIFELONG LEARNING ACROSS THE HUMANITIES, SOCIAL SCIENCES, AND NATURAL SCIENCES. THE SCHOOL'S EDUCATIONAL AND RESEARCH ACTIVITIES TAKE PLACE IN 28 DEPARTMENTS, 24 INTERDISCIPLINARY UNDERGRADUATE PROGRAMS, 32 GRADUATE GROUPS, AND 34 RESEARCH CENTERS AND INITIATIVES. THE SCHOOL'S MAJOR EDUCATIONAL UNITS ARE THE UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES, THE GRADUATE DIVISION, AND THE COLLEGE OF LIBERAL AND PROFESSIONAL STUDIES (LPS). DEGREE PROGRAMS IN THESE UNITS LEAD TO THE BA, BAAS, AM, MS, PHD, AND NINE PROFESSIONAL MASTER'S DEGREES. THE SCHOOL'S STRATEGIC PLAN, OUR FOUNDATIONS AND FRONTIERS, HAS CONTINUED TO GUIDE INVESTMENT IN A CORE SET OF PRIORITIES THAT ARE STRONGLY IN ALIGNMENT WITH THE UNIVERSITY'S STRATEGIC PLAN, IN PRINCIPLE AND PRACTICE. THIS INCLUDES AN EMPHASIS ON SUCH AREAS AS ARTS & CULTURE; ENERGY, SUSTAINABILITY AND THE ENVIRONMENT; PUBLIC POLICY & SOCIAL IMPACT; MAPPING THE MIND; AND DATA-DRIVEN DISCOVERY. WEITZMAN SCHOOL OF DESIGN THE STUART WEITZMAN SCHOOL OF DESIGN PROVIDES GRADUATE EDUCATION TO MASTER'S STUDENTS IN ARCHITECTURE, CITY AND REGIONAL PLANNING, FINE ARTS, HISTORIC PRESERVATION, LANDSCAPE ARCHITECTURE, AND URBAN SPATIAL ANALYTICS, AS WELL AS TO PHD STUDENTS IN ARCHITECTURE AND CITY AND REGIONAL PLANNING. WEITZMAN ALSO STAFFS COURSES LEADING TO A BA WITH A MAJOR IN ARCHITECTURE, DESIGN, OR FINE ARTS AND A MINOR IN LANDSCAPE STUDIES FROM THE SCHOOL OF ARTS AND SCIENCES. WHARTON BUSINESS SCHOOL THE WHARTON WAY SERVES AS THE SCHOOL'S PHILOSOPHICAL NORTH STAR, GUIDING IT TOWARDS GREATER INFLUENCE, INNOVATION, AND ENGAGEMENT FOR THE ADVANCEMENT OF BUSINESS, EDUCATION, AND SOCIETY AT LARGE. WHARTON OFFERS A BROAD SLATE OF ACADEMIC PROGRAMS METICULOUSLY DESIGNED FOR EVERY STAGE IN A STUDENT'S ACADEMIC JOURNEY FROM THE GLOBAL YOUTH PROGRAM TO EXECUTIVE EDUCATION. THE SCHOOL IS FOCUSED ON CONTINUALLY REDEFINING BEST PRACTICES IN KNOWLEDGE DISSEMINATION, CREATING A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR ALL OF ITS STUDENTS. -HTTPS://WWW.WHARTON.UPENN.EDU/THE-WHARTON-WAY/ -HTTPS://WWW.WHARTON.UPENN.EDU/ CAREY LAW SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL, EACH STUDENT COMMITS TO PROVIDING AT LEAST 70 HOURS OF PRO BONO LEGAL SERVICE AS PART OF THEIR EDUCATION. OVER 90% OF THE LAW SCHOOL'S GRADUATES EXCEED THE 70-HOUR PRO BONO REQUIREMENT. THE TOLL PUBLIC INTEREST CENTER (TPIC), THROUGH WHICH PENN CAREY LAW STUDENTS COMPLETE THEIR REQUIRED PRO BONO SERVICE, CONTINUES TO BUILD DEEP AND ABIDING PARTNERSHIPS WHICH ADVANCE THE CAPACITY OF PUBLIC INTEREST ADVOCACY IN PHILADELPHIA AND NATIONWIDE. THIS DISTINCTIVE PRO BONO PROGRAM RESPONDED ACTIVELY TO PANDEMIC CONDITIONS, BRINGING LEGAL SERVICES TO HUNDREDS OF COMMUNITY MEMBERS. SOME IMPACT HIGHLIGHTS FROM THIS WORK: TPIC'S CUSTODY AND PROTECTION PROJECT (CAPP) PROVIDED INDIVIDUALIZED ASSISTANCE TO OVER 300 PRO SE CLIENTS WITH CUSTODY AND PROTECTION FROM ABUSE MATTERS IN PHILADELPHIA FAMILY COURT THIS YEAR AND PROVIDED EXTENSIVE SERVICES TO AN ADDITIONAL 50 PRO SE CLIENTS. WITH SUBSTANTIAL TRAINING AND SUPERVISION FROM PHILADELPHIA LEGAL ASSISTANCE'S (PLA) FAMILY LAW UNIT, CAPP CERTIFIED LEGAL INTERNS ALSO REPRESENTED TWO CLIENTS IN COURT, OBTAINING AN ORDER PROVIDING ONE CLIENT SOLE LEGAL AND PHYSICAL CUSTODY AND NEGOTIATING AN AGREEMENT PROVIDING THE OTHER CLIENT PRIMARY PHYSICAL CUSTODY. THE EMPLOYMENT ADVOCACY PROJECT (EAP) ASSISTED 40 CLIENTS IN OBTAINING OR PRESERVING THEIR UNEMPLOYMENT COMPENSATION BENEFITS THROUGH A LONGSTANDING PARTNERSHIP WITH PLA'S UNEMPLOYMENT COMPENSATION UNIT. OVER 20 EAP ADVOCATES REPRESENTED CLIENTS IN ADMINISTRATIVE HEARINGS AND IN APPEALS, ULTIMATELY OBTAINING AN IMPRESSIVE $335,400 IN TOTAL UNEMPLOYMENT COMPENSATION BENEFITS FOR THEIR CLIENTS THIS YEAR.
FORM 990, PART III, LINE 4A & 4B (CONT.) THE FINANCIAL LITERACY PROJECT (FLP) CONTINUED TO PROVIDE ASSISTANCE IN FILING TAX RETURNS FOR LOW-INCOME INDIVIDUALS WITH THE CAMPAIGN FOR WORKING FAMILIES (CWF). OVER 30 FLP VOLUNTEERS FILED ALMOST 500 TAX RETURNS FOR LOW-INCOME INDIVIDUALS IN PHILADELPHIA AT SITES HOSTED BY THE CWF THIS SPRING, RESULTING IN A STAGGERING $600,000 IN TOTAL REFUNDS. DIRECT PARTNERSHIPS: IN ADDITION TO OUR 24 INTERNAL PRO BONO PROJECTS, TPIC HAS DIRECT PRO BONO PARTNERSHIPS WITH MANY KEY COMMUNITY ORGANIZATIONS. FOR EXAMPLE, THROUGH A CONTINUED PARTNERSHIP WITH THE CHRISTIAN LEGAL CLINICS, STUDENTS ASSISTED FIFTEEN CLIENTS ON A VARIETY OF LEGAL MATTERS INCLUDING HOUSING, FAMILY LAW AND ESTATE PLANNING. STUDENTS PARTICIPATED IN CRIMINAL RECORD EXPUNGEMENT CLINICS AND A SPRING BREAK SERVICE OPPORTUNITY WITH THE LEGAL AID OF SOUTHEASTERN PENNSYLVANIA (LASP) TO ASSIST TWENTY-THREE CLIENTS. STUDENTS PARTICIPATED IN COMMUNITY LEGAL SERVICES UTILITY CLINICS TO NEGOTIATE HIGH UTILITY COSTS AND REPAYMENT PLANS FOR TWENTY-TWO CLIENTS, OFFERING BILINGUAL SERVICES ACROSS FIVE FOREIGN LANGUAGES. IN PARTNERSHIP WITH THE CATHOLIC SOCIAL SERVICES OF PHILADELPHIA, STUDENTS ASSISTED FIVE CLIENTS WITH THEIR IMMIGRATION MATTERS. STUDENTS PARTNERED WITH THE LEGAL CLINIC FOR THE DISABLED AND THE SENIORLAW CENTER, ASSISTING FIVE CLIENTS WITH ESTATE PLANNING DOCUMENTS. SCHOOL OF SOCIAL POLICY AND PRACTICE THE RESEARCH, EDUCATIONAL, AND SERVICE ACTIVITIES OF SSPP ARE IN PERFECT ALIGNMENT WITH THE UNIVERSITY'S NEW STRATEGIC FRAMEWORK IN PRINCIPLE AND PRACTICE. SSPP ADVANCES ALL DIMENSIONS OF THE FRAMEWORK, AND THE SCHOOL IS HIGHLY MOTIVATED AND POISED TO LEAD IN ITS IMPLEMENTATION. IN PRINCIPLE AND PRACTICE IDENTIFIES FOUR PRINCIPLES AND FIVE PRACTICES TO GUIDE THE UNIVERSITY'S FUTURE. THROUGH SSPP'S CUTTING-EDGE RESEARCH AND THEORY-INFORMED PROFESSIONAL DEGREES, THE SCHOOL ALREADY ADVANCES PROGRAMMATIC INITIATIVES IN ALL DOMAINS OF THE FRAMEWORK. FOR EXAMPLE, SSPP IS LEADING ON GREAT CHALLENGES OF OUR TIME THROUGH THE RESEARCH AND PRACTICE OF FACULTY, STAFF, STUDENTS, AND ALUMNI ACROSS THE FIELDS OF SOCIAL WORK, SOCIAL WELFARE, SOCIAL POLICY, AND NONPROFIT LEADERSHIP. SSPP ALSO UNDERSTANDS THE CLIMATE CRISIS AS A SIGNIFICANT SOCIAL JUSTICE ISSUE, BROUGHT ON IN PART BY STRUCTURAL OPPRESSION, RESULTING IN HUMAN VULNERABILITIES AND INEQUITIES. THE SCHOOL IS COMMITTED TO ADDRESSING CLIMATE JUSTICE THROUGH RESEARCH AND PRACTICE TO ADVANCE MITIGATION, ANTICIPATION, ADAPTATION, AND COMMUNITY ACTION. IN ADDITION, SSPP IS DEEPLY DEDICATED TO THE PHYSICAL AND MENTAL WELL-BEING OF CHILDREN, FAMILIES, AND COMMUNITIES, WITH A FOCUS ON ISSUES OF ACCESS AND EQUITY FOR UNDERSERVED POPULATIONS. HEALTH DISPARITIES, MEDICAL DEBT, HOMELESSNESS, AND SUBSTANCE USE ARE JUST SOME OF SSPP'S AREAS OF EXPERTISE. FURTHER, SSPP IS COMMITTED TO DATA-DRIVEN POLICY ANALYSIS, EVIDENCE-BASED PRACTICE, AND TO PRODUCING SOCIAL POLICY PROFESSIONALS WITH EXPERTISE IN DATA ANALYTICS. THE SCHOOL IS ADVANCING KNOWLEDGE IN RELATED AREAS SUCH AS ETHICAL MUNICIPAL DATA SHARING, UNCONDITIONAL CASH TRANSFERS, AND THE DIGITAL EXPERIENCES OF YOUTH OF COLOR. SSPP ALSO FOSTERS A COMMUNITY OF ENGAGED CITIZENS, PRACTITIONERS, AND RESEARCHERS WHO SERVE THE INSTITUTIONS OF DEMOCRACY. THROUGH RESEARCH, PUBLIC SERVICE, COMMUNITY ENGAGEMENT, LEADERSHIP, AND INNOVATION, THEY CREATE KNOWLEDGE, ACTION, AND POLICY TO ADDRESS SOCIETY'S NEEDS. FOR EACH DOMAIN OF IN PRINCIPLE AND PRACTICE, SSPP IS ADVANCING HIGHLY IMPACTFUL AND CUTTING-EDGE POLICY AND PRACTICE ACTIVITIES THAT WILL LEAD PENN FORWARD AS THE NEW STRATEGIC FRAMEWORK IS IMPLEMENTED. ANNENBERG SCHOOL FOR COMMUNICATION SARAH BANET-WEISER WAS ANNOUNCED AS THE SIXTH DEAN OF THE ANNENBERG SCHOOL FOR COMMUNICATION (ASC), OFFICIALLY ASSUMING THE ROLE ON AUGUST 14, 2023. WHEN APPOINTED DEAN, SHE HAD JUST COMPLETED TWO YEARS AS THE FIRST JOINT FACULTY APPOINTMENT BETWEEN THE ANNENBERG SCHOOL AT PENN AND USC ANNENBERG. HER FIRST ACTIONS AS DEAN WERE TO APPOINT PROFESSOR EMILY FALK AS THE VICE DEAN OF ASC, TO CONVENE THE FACULTY FOR A TWO-DAY RETREAT TO DISCUSS REVISIONS TO THE DOCTORAL PROGRAM, AND TO SET-UP A YEAR-LONG TOUR TO MEET WITH ASC ALUMS. HER GOALS AND INITIATIVES ALIGN WITH THE UNIVERSITY'S STRATEGIC FRAMEWORK IN PRINCIPLE AND PRACTICE AS DISCUSSED BELOW. PROGRAMMATIC INITIATIVES ACCELERATING INTERDISCIPLINARY PURSUITS: COMMUNICATION IS AN INTERDISCIPLINARY FIELD, AND MANY ASC FACULTIES HOLD JOINT OR SECONDARY APPOINTMENTS IN OTHER SCHOOLS OR PROGRAMS. SEVERAL ASC CENTERS WILL CONTINUE TO COLLABORATE WITH OTHER SCHOOLS AT PENN (E.G., WHARTON, SEAS, SAS, AND SP2) OR OTHER UNIVERSITIES (E.G., USC ANNENBERG, STANFORD, DARTMOUTH, AND RUTGERS). THESE COLLABORATIONS INCLUDE FACILITATING POSTDOCTORAL FELLOWSHIPS ACROSS SCHOOLS AND OFFERING JOINT CLASSES, EXCHANGES, AND EVENTS. IN ADDITION, ASC IS ALSO IN THE EARLY STAGES OF REORIENTING ANNENBERG AROUND FOUR LOCI OF RESEARCH: CULTURAL INQUIRY; POLITICS, POLICY, AND INSTITUTIONS; HEALTH COMMUNICATION; AND COMPUTATIONAL SOCIAL SCIENCE. THESE GROUPINGS WILL HELP BREAK DOWN SILOS AND ENCOURAGE A MORE INTEGRATED APPROACH TO RESEARCH AND MENTORSHIP THAT INCENTIVIZES COLLABORATION, TEAMWORK, AND SHARED STAFF RESOURCES. LEADING ON GREAT CHALLENGES OF OUR TIME: THE NEW CLIMATE COMMUNICATION DIVISION AT THE ANNENBERG PUBLIC POLICY CENTER AND THE ASC COURSE ON CLIMATE CHANGE AND COMMUNICATION REFLECT THE SCHOOL'S COMMITMENT TO ENVIRONMENTAL RESEARCH. SEVERAL ASC CENTERS ARE EXPLORING SOCIETAL DIVIDES AND THE DIGITAL LANDSCAPE'S IMPACT ON DEMOCRACY. THE CENTER FOR MEDIA AT RISK ACTIVELY ENGAGES IN ADDRESSING MEDIA VULNERABILITIES, AND SEVERAL ASC FACULTY MEMBERS ARE AT THE FOREFRONT OF MISINFORMATION RESEARCH, INCLUDING MISINFORMATION THAT CAUSES VACCINE HESITANCY. COURSES ON DATA ANALYTICS AND LARGE LANGUAGE MODELS AND AI WILL CONTINUE TO EQUIP STUDENTS TO ADDRESS THE TECHNOLOGICAL ASPECTS OF TODAY'S GREAT CHALLENGES. -HTTPS://WWW.ANNENBERGPUBLICPOLICYCENTER.ORG -HTTPS://WWW.ASC.UPENN.EDU/UNDERGRADUATE/COURSES#4592 -HTTPS://WWW.ASC.UPENN.EDU/RESEARCH/CENTERS -HTTPS://WWW.ASC.UPENN.EDU/RESEARCH/CENTERS/CENTER-FOR-INFORMATION- NETWORKS-AND-DEMOCRACY -HTTPS://WWW.ASCMEDIARISK.ORG/ -HTTPS://WWW.ASC.UPENN.EDU/NEWS-EVENTS/NEWS?SEARCH=VACCINE%20HESITENCY& CATEGORY=ALL&RESEARCH_AREA=ALL&CENTER=ALL&PERSON=ALL&TOPICS=ALL -HTTPS://WWW.ASC.UPENN.EDU/UNDERGRADUATE/COURSES?SEARCH=DATA&TERM=ALL& FACULTY=ALL&CONCENTRATION=ALL -HTTPS://WWW.ASC.UPENN.EDU/UNDERGRADUATE/COURSES?SEARCH=%22LARGE%20LANGUAG E%20MODELS%22&TERM=ALL&FACULTY=ALL&CONCENTRATION=ALL GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: SINCE 2019, ASC HAS WELCOMED NINE OUTSTANDING FACULTY MEMBERS WHO REPRESENT DIVERSITY ACROSS RACE, ETHNICITY, GENDER, SEXUALITY, NATIONALITY, AND METHODOLOGY. THE ASC COMMUNITY, INCLUSION, AND CULTURE COMMITTEE HAS DEVELOPED A STRATEGY AND ACTION PLAN THAT INCLUDES ESTABLISHING DELIVERABLES IN THE AREAS OF FACULTY RECRUITMENT AND RETENTION; STAFF RECRUITMENT, RETENTION, AND WELL-BEING; AND INTEGRATION OF BOTH GRADUATE AND UNDERGRADUATE STUDENTS TO THE SCHOOL'S OVERALL MISSION AND ETHOS. THE COMMITTEE HAS ALSO PRIORITIZED COMMUNITY OUTREACH AND STRENGTHENING INTERNAL CULTURE-BUILDING EFFORTS. ASC CONTINUES TO OFFER POSTDOCTORAL FELLOWS EQUITABLE STIPENDS, RELOCATION ALLOWANCES, VISA FEE COVERAGE, AND DEPENDENT HEALTHCARE. ASC WILL CONTINUE TO COVER 50% OF DOCTORAL STUDENT DENTAL COSTS, WITH THE REMAINDER SUBSIDIZED BY THE UNIVERSITY. -HTTPS://WWW.ASC.UPENN.EDU/PEOPLE/FACULTY?TYPE=10 DEEPENING CONNECTION WITH NEIGHBORS AND THE WORLD: THE ASC FACULTY AND STUDENTS HAVE MULTIPLE CONNECTIONS TO THE NETTER CENTER, WITH SEVERAL ONGOING PROJECTS IN WEST PHILADELPHIA. PROJECTS SUCH AS THE PHILADELPHIA COMMUNITY ENGAGEMENT ALLIANCE AND PENNSYLVANIA BROADBAND RESEARCH INSTITUTE DEMONSTRATE ASC'S DEDICATION TO ADDRESSING SOCIETAL INEQUITIES. ASC ALSO RECENTLY HELD THE FIRST GLOBAL MEDIA CULTURES INTERNATIONAL DOCTORAL INSTITUTE WITH THE UNIVERSITY OF HYDERABAD, SUPPORTED BY PENN GLOBAL. -HTTPS://WWW.PHILLYCEAL.ORG/ -HTTPS://WWW.ASC.UPENN.EDU/RESEARCH/CENTERS/MEDIA-INEQUALITY-AND-CHANGE- CENTER/PROJECTS/PENNSYLVANIA-BROADBAND-RESEARCH-INSTITUTE PENN ATHLETICS PROGRAMMATIC INITIATIVES THE YOUNG QUAKERS COMMUNITY ATHLETICS PROGRAM, IN COLLABORATION WITH THE NETTER CENTER, PROVIDES MENTORSHIP TO WEST PHILADELPHIA ELEMENTARY STUDENTS BY VARSITY STUDENT-ATHLETES IN MEN'S AND WOMEN'S LACROSSE, MEN'S AND WOMEN'S TRACK AND FIELD, AND MEN'S AND WOMEN'S BASKETBALL, FULFILLING THE UNIVERSITY'S STRATEGIC PRIORITY OF STRENGTHENING COMMUNITY AND DEEPENING CONNECTIONS WITH NEIGHBORS AND THE WORLD.
FORM 990, PART III, LINE 4A & 4B (CONT.) CAMPUS RECREATION, UNDER THE LEADERSHIP OF A NEW DIRECTOR, CONTINUES TO SERVE THE UNIVERSITY COMMUNITY, PARTNERING WITH THE DIVISION OF HUMAN RESOURCES TO OFFER A 50% DISCOUNT ON FITNESS CENTER MEMBERSHIPS TO FULL-TIME, BENEFITS-ELIGIBLE FACULTY AND STAFF AS WELL AS BENEFITS ELIGIBLE POSTDOCTORAL RESEARCHERS AND FELLOWS. THE DIVISION ALSO REMAINS COMMITTED TO ADDRESSING THE MENTAL HEALTH NEEDS OF THE STUDENT-ATHLETE POPULATION BY EMPLOYING A FULL-TIME MENTAL HEALTH PROFESSIONAL. THE PENN ATHLETICS WHARTON LEADERSHIP ACADEMY (PAWLA) IS TRAINING STUDENT-ATHLETES IN LEADERSHIP DEVELOPMENT IN A PARTNERSHIP WITH THE MCNULTY LEADERSHIP PROGRAM AT WHARTON. THE PROGRAM ALIGNS WITH THE UNIVERSITY'S STRATEGIC FRAMEWORK TO FOSTER LEADERSHIP AND ACCELERATE INTERDISCIPLINARY PURSUITS. THE DIVISION OPENED A CENTRALIZED STUDENT-ATHLETE FUELING STATION AND COMMUNITY SPACE, THE T HOUSE POWERED BY QUAKER FUEL, LAST WINTER, WHICH IS OPERATED BY A SPORTS DIETITIAN WHO PROVIDES NUTRITIONAL EDUCATION FOR STUDENT-ATHLETES. PENN LIBRARIES THE PENN LIBRARIES HAS MANY INITIATIVES IN PLANNING OR UNDERWAY THAT CLOSELY ALIGN WITH THE UNIVERSITY'S STRATEGIC FRAMEWORK, IN PRINCIPLE AND PRACTICE. ACCELERATE INTERDISCIPLINARY PURSUITS: THE LIBRARIES IS DEVELOPING A CROSS-CAMPUS DISCOVERY PLATFORM THAT WILL UNIFY ACCESS TO SCHOLARLY AND CULTURAL RESOURCES ACROSS THE LIBRARIES, UNIVERSITY ARCHIVES, PENN MUSEUM, AND THE PENN ART COLLECTION. BUILT IN COLLABORATION WITH UNDERGRADUATE STUDENTS AND FACULTY PARTNERS, THIS PLATFORM MODELS CROSS DIVISIONAL INNOVATION AND CENTERS THE LEARNER EXPERIENCE. THE LIBRARIES ALSO CONTINUES TO ADVANCE GLOBAL SCHOLARSHIP THROUGH THE CENTER FOR GLOBAL COLLECTIONS, WHICH CURATES MATERIALS AND SUPPORTS RESEARCH ON GLOBAL QUESTIONS. IN FY 2025, SCHEMATIC DESIGN PLANS WILL BE COMPLETED FOR A NEW PERMANENT HOME FOR THE CENTER, FULLY FUNDED BY DONORS AND SLATED TO ENTER DESIGN DEVELOPMENT IN FY 2026. -HTTPS://WWW.LIBRARY.UPENN.EDU/ZILBERMAN DEEPEN CONNECTIONS WITH NEIGHBORS AND THE WORLD: THE LIBRARIES' CONNECTION WITH NEIGHBORS AROUND PHILADELPHIA AND THE WORLD IS FOUNDATIONAL. FROM REVITALIZING LIBRARIES IN THE SCHOOL DISTRICT OF PHILADELPHIA TO TRANSFORMING PENN LIBRARIES SPACES TO FOSTER CONNECTION, DISCOVERY, AND WELLBEING, THE LIBRARIES IS BROADENING THE REACH OF PENN'S KNOWLEDGE. AT THE SAME TIME, PENN LIBRARIES IS ENHANCING ITS DIGITAL PRESENCE TO EXPAND ITS ENGAGEMENT IN ALL FORMS. GLOBALLY, THE CENTER FOR GLOBAL COLLECTIONS IS STRENGTHENING PENN'S CAPACITY FOR AREA STUDIES AND MULTILINGUAL SCHOLARSHIP THROUGH CURATED RESOURCES AND A WIDE RANGE OF PROGRAMMING. -HTTPS://WWW.LIBRARY.UPENN.EDU/COMMUNITY-ENGAGEMENT PENN'S CULTURAL INSTITUTIONS ALSO SERVE THE COMMUNITY THROUGH THEIR WIDE-RANGING ENRICHMENT AND EDUCATION INITIATIVES. THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY DEEPENING CONNECTIONS WITH NEIGHBORS AND THE WORLD: THE PENN CULTURAL HERITAGE CENTER (PENNCHC) AT THE PENN MUSEUM WAS FOUNDED IN 2008 TO BE THE GATHERING PLACE FOR SCHOLARLY AND PROFESSIONAL INTERACTION AMONG FACULTY, STAFF, AND STUDENTS, ALONG WITH NATIONAL AND INTERNATIONAL VISITORS, ENGAGED WITH THE MANAGEMENT AND STUDY OF TANGIBLE AND INTANGIBLE CULTURAL HERITAGE. MUCH OF THE MUSEUM'S CURRENT RESEARCH INCORPORATES A CULTURAL HERITAGE DIMENSION, AND PENN MUSEUM SEEKS TO EXPAND AND DEVELOP COORDINATION AND UNITY OF PURPOSE IN THE UNIVERSITY'S CULTURAL HERITAGE WORK AND SHARE WELL-ARTICULATED GOALS ACROSS THESE EFFORTS. A CURRENT PROJECT, FOR EXAMPLE, ENTAILS WORKING WITH PARTNERS IN THE PRESERVATION OF UKRAINIAN HERITAGE THREATENED BY THE ONGOING CONFLICT. IN ADDITION, THE GORDION ARCHAEOLOGICAL PROJECT IN TURKEY RECEIVED THE DESIGNATION OF A UNESCO WORLD HERITAGE SITE RECENTLY, UNDERSCORING THE IMPORTANCE OF CULTURAL HERITAGE AND THE EDUCATIONAL AND UNIVERSAL ASPECTS IT AFFORDS HUMANITY. THESE PROJECTS NOT ONLY DEEPEN PENN MUSEUM'S CONNECTIONS WITH PARTNERS IN COUNTRIES AROUND THE WORLD, BUT ALSO POSITION THE PENN MUSEUM ON AN INTERNATIONAL STAGE IN THE GLOBAL CHALLENGE OF PRESERVING CULTURAL HERITAGE FOR FUTURE GENERATIONS. GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: THROUGH UNPACKING THE PAST, ONE OF SEVERAL PROGRAMS AIMED AT K-12 SCHOOL-AGED CHILDREN, MORE THAN 60,000 PHILADELPHIA PUBLIC SCHOOL CHILDREN HAVE EXPERIENCED PENN MUSEUM'S GLOBAL COLLECTION-AND IN DOING SO, UNCOVERED ASPECTS OF OUR SHARED HUMANITY. THE PROGRAM INCLUDES SUPPORT WITH BUSSING TO AND FROM SCHOOL, IN-SCHOOL CLASSROOM LESSON, A GALLERY TOUR AND WORKSHOP AT THE MUSEUM. THE GLOBAL LEARNING LAB PROGRAM INTRODUCES STUDENTS TO ARTIFACTS AND CULTURAL OBJECTS IN THE PENN MUSEUM'S GALLERIES AND THEN INCLUDES A HANDS-ON WORKSHOP. CHILDREN SEE OBJECTS FROM ANCIENT CIVILIZATIONS THEY ARE STUDYING, BRINGING HISTORY TO LIFE. PENN MUSEUM WELCOMES FAMILIES FROM ALL PARTS OF THE CITY OF PHILADELPHIA TO SPEND TIME IN THE MUSEUM, DEEPENING THE MUSEUM'S CONNECTIONS WITH THESE COMMUNITIES AND OPENING DOORS TO NEW EXPERIENCES FOR GENERATIONS TO COME. INSTITUTE OF CONTEMPORARY ART IN TODAY'S COMPLEX AND CHANGING WORLD, THE INSTITUTE OF CONTEMPORARY ART (ICA) IS A VITAL GATHERING PLACE WHERE EVERYONE CAN SHARE IN A MEANINGFUL EXCHANGE OF IDEAS. ENGAGING WITH THE ART OF OUR TIME UNLEASHES CREATIVITY, INSPIRES CURIOSITY, AND NOURISHES JOYFUL COMMUNITIES. AT ICA, THESE PURSUITS KNOW NO BOUNDS - BECAUSE POSSIBILITY LIVES HERE. -HTTPS://ICAPHILA.ORG/ FOR MORE THAN 60 YEARS, ICA HAS BEEN A LAUNCHPAD FOR CONTEMPORARY ART AND IDEAS, FOCUSED ON UNDERRECOGNIZED VOICES, PERSPECTIVES, AND ARTISTIC PRACTICES. ICA IS A LABORATORY FOR CREATIVE RISK-TAKING - A HUB FOR CONNECTION AND KNOWLEDGE CREATION. THE INSTITUTE IS CONSTANTLY EVOLVING, RESPONDING TO THE WORLD AROUND IT BY FOSTERING RADICAL EXPERIMENTATION, PUSHING BOUNDARIES, AND STRIVING TO CREATE IMMERSIVE EXPERIENCES FOR EVERYONE. EVERY DAY, ICA BUILDS DYNAMIC ECOSYSTEMS WITH ARTISTS, AUDIENCES, AND SCHOLARS, MODELS WIDE-RANGING AND SUSTAINABLE WAYS OF WORKING, AND FORGES IMPACTFUL CONNECTIONS WITH COMMUNITIES. THIS APPROACH HINGES ON ADVANCING ITS MISSION AND THE SECTOR AT LARGE, ROOTED IN THE VALUES OF COLLABORATION, EXPERIMENTATION, AND LEARNING. PROGRAMMATIC INITIATIVES IN FY 2025, ICA PRESENTED FOUR MAJOR EXHIBITIONS AND COMMISSIONS THAT EXEMPLIFIED ITS CURATORIAL VISION AND PUBLIC MISSION: CARL CHENG: NATURE NEVER LOSES, JOANNA PIOTROWSKA: UNSEEING EYES, RESTLESS BODIES, WHERE I LEARNED TO LOOK: ART FROM THE YARD, AND ENTRYWAYS: NONTSIKELELO MUTITI. OVER THE COURSE OF THE YEAR, ICA HOSTED 43 FREE PUBLIC PROGRAMS, ATTRACTING MORE THAN 13,500 ATTENDEES ACROSS ARTIST TALKS, PERFORMANCES, COMMUNITY EVENTS, AND STUDENT-LED INITIATIVES. -HTTPS://ICAPHILA.ORG/EXHIBITIONS/CARL-CHENG-NATURE-NEVER-LOSES/ -HTTPS://ICAPHILA.ORG/EXHIBITIONS/JOANNA-PIOTROWSKA-2/ -HTTPS://ICAPHILA.ORG/EXHIBITIONS/WHERE-I-LEARNED-TO-LOOK-ART-FROM-THE- YARD/ -HTTPS://ICAPHILA.ORG/EXHIBITIONS/ENTRYWAYS-NONTSIKELELO-MUTITI/ ACCELERATE INTERDISCIPLINARY PURSUITS: ICA'S EXHIBITIONS THIS YEAR HAVE EMBODIED A DEEP COMMITMENT TO INTERDISCIPLINARY PRACTICE. CARL CHENG: NATURE NEVER LOSES OFFERED A SWEEPING SURVEY OF THE ARTIST'S EXPLORATIONS INTO ECOLOGY AND INDUSTRIAL DESIGN. HIS WORK BRIDGES ART, ENVIRONMENTAL SCIENCE, AND TECHNOLOGY, ENCOURAGING DIALOGUE BETWEEN CREATIVE AND SCIENTIFIC COMMUNITIES. LIKEWISE, JOANNA PIOTROWSKA: UNSEEING EYES, RESTLESS BODIES PRESENTED PHOTOGRAPHY AND VIDEO THAT DREW FROM PSYCHOTHERAPY, GENDER STUDIES, AND CHOREOGRAPHY, FOSTERING RICH CROSS-DISCIPLINARY CONVERSATIONS ABOUT INTIMACY, DOMESTICITY, AND SOCIETAL STRUCTURES. THESE PROJECTS EXEMPLIFY ICA'S COMMITMENT TO APPROACHES THAT CUT ACROSS FIELDS AND PROVOKE NEW WAYS OF THINKING. LEAD ON GREAT CHALLENGES OF OUR TIME: ICA'S EXHIBITIONS AND OPERATIONS DEMONSTRATE A CONTINUED FOCUS ON URGENT GLOBAL ISSUES. CHENG'S WORK WAS PRESCIENT IN ITS CRITIQUE OF ENVIRONMENTAL DEGRADATION AND THE ARTIFICIAL MANIPULATION OF NATURE. AT THE SAME TIME, ICA'S OWN SUSTAINABILITY EFFORTS, INCLUDING DEVELOPING NEW METHODS OF CREATING EXHIBITION WALLS THAT CAN BE REPURPOSED, UNDERSCORE AN ORGANIZATIONAL COMMITMENT TO REDUCING ENVIRONMENTAL IMPACT. GROW OPPORTUNITY AND STRENGTHEN COMMUNITY: ICA REMAINS FIRMLY COMMITTED TO BROADENING ACCESS AND DEEPENING COMMUNITY RELATIONSHIPS. THE CARL CHENG OPENING ATTRACTED OVER 1,000 ATTENDEES, A TESTAMENT TO THE MUSEUM'S PUBLIC ENGAGEMENT. WHERE I LEARNED TO LOOK: ART FROM THE YARD CHALLENGES INSTITUTIONAL BOUNDARIES BY CENTERING ART MADE OUTSIDE THE TRADITIONAL STUDIO SYSTEM, INVITING VIEWERS TO RECONSIDER HOW AND WHERE ART IS MADE. ICA'S PARTNERSHIPS WITH LOCAL AND NATIONAL ORGANIZATIONS REFLECT A STRATEGIC AND SUSTAINED EFFORT TO REACH UNDERSERVED AUDIENCES. ACCESSIBILITY PRACTICES, INCLUDING CAPTIONING, ASL INTERPRETATION, AND LIVE TRANSCRIPTION, ENSURE THAT PROGRAMS ARE WELCOMING TO ALL.
FORM 990, PART III, LINE 4A & 4B (CONT.) DEEPEN CONNECTION WITH NEIGHBORS AND THE WORLD: ICA CONTINUES TO CULTIVATE DEEP AND IMPACTFUL PARTNERSHIPS BOTH LOCALLY AND INTERNATIONALLY. IN PHILADELPHIA, COLLABORATIONS WITH ORGANIZATIONS SUCH AS TALLER PUERTORRIQUEO, THE LEEWAY FOUNDATION, AND PENN FIRST PLUS HAVE EXPANDED ICA'S AUDIENCES. NATIONALLY AND GLOBALLY, ICA'S PARTNERSHIP WITH THE STUDIO MUSEUM IN HARLEM AND THE GETTY RESEARCH AND CONSERVATION INSTITUTES HAS BEEN INSTRUMENTAL IN THE DEVELOPMENT OF THE FORTHCOMING MAVIS PUSEY EXHIBITION AND SYMPOSIUM. LOOKING AHEAD, ICA IS ALSO COLLABORATING WITH THE VITRA DESIGN MUSEUM AND THE MILWAUKEE ART MUSEUM ON A MAJOR EXHIBITION OF SHAKER DESIGN. THESE PARTNERSHIPS STRENGTHEN ICA'S ROLE AS A PLACE THAT LINKS PHILADELPHIA'S CULTURAL LANDSCAPE TO BROADER MOVEMENTS IN ART. -HTTPS://ICAPHILA.ORG/EXHIBITIONS/MAVIS-PUSEY-MOBILE-IMAGES/ FOSTER LEADERSHIP AND SERVICE: WITH 27 ACTIVE MEMBERS, THE ICA STUDENT BOARD REMAINS CENTRAL TO THE MUSEUM'S LEADERSHIP PIPELINE, CURATING DYNAMIC PROGRAMS SUCH AS PAINT THE DANCE FLOOR. ICA IS ALSO LAUNCHING AN ALUMNI NETWORK, WHICH ALREADY INCLUDES MORE THAN 150 FORMER STUDENTS, CREATING A LASTING PROFESSIONAL COMMUNITY. THE GALLERY AMBASSADOR PROGRAM NOW INCLUDES LOCAL ARTISTS, DEEPENING ICA'S ROLE AS A SITE OF RECIPROCAL LEARNING, MENTORSHIP, AND PUBLIC-FACING DIALOGUE. ICA ALSO OFFERS HANDS-ON PROFESSIONAL OPPORTUNITIES THROUGH ITS MAJOR EXHIBITIONS, INCLUDING ROLES SUCH AS WRITING FOR CATALOGUES AND SUPPORTING CURATORIAL PRODUCTION. FOR EXAMPLE, THE UPCOMING MAVIS PUSEY SYMPOSIUM WILL PROVIDE A PLATFORM FOR STUDENTS AND EMERGING PROFESSIONALS TO ENGAGE IN BEST PRACTICES AROUND LEGACY STEWARDSHIP, CONSERVATION METHODS, AND ART HISTORY RESEARCH. PENN LIVE ARTS! PENN LIVE ARTS, HEADQUARTERED AT THE ANNENBERG CENTER, SERVES PENN AND THE WEST PHILADELPHIA COMMUNITY THROUGH SPECIAL CAMPUS-BASED AND COMMUNITY-FOCUSED TICKETING PROGRAMS, ALLOWING PENN FIRST PLUS STUDENTS AND LOWER-INCOME RESIDENTS TO ATTEND WORLD-CLASS PERFORMANCES AT A FRACTION OF THEIR COST. PENN LIVE ARTS HAS CONTINUED ITS LONG TRADITION OF HOSTING STUDENT AND COMMUNITY-ORIENTED EVENTS, CONVOCATIONS, COMMENCEMENTS, PERFORMANCES, AND LECTURES. IT ALSO DELIVERS HIGH-QUALITY CHILDREN'S PROGRAMMING WITH THE OLDEST CONTINUALLY RUNNING CHILDREN'S FESTIVAL IN THE NATION AND THROUGH THE CRITICALLY ACCLAIMED STUDENT DISCOVERY SERIES. IN TOTAL, ACPA SERVES OVER 10,000 CHILDREN IN THE PHILADELPHIA METROPOLITAN AREA PER SEASON, OFTEN PROVIDING THEIR ONLY ACCESS TO THE PERFORMING ARTS. -HTTPS://PENNLIVEARTS.ORG/ IN ADDITION TO THE UNIVERSITY'S NUMEROUS INITIATIVES, PENN MEDICINE IS STRONGLY COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH A NUMBER OF COMMUNITY-BASED PROGRAMS AND ACTIVITIES. PENN MEDICINE PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) COMPRISED OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), PENN PRESBYTERIAN MEDICAL CENTER (PPMC), PENNSYLVANIA HOSPITAL (PAH), PRINCETON HEALTH (PH), CHESTER COUNTY HOSPITAL (CCH), AND LANCASTER GENERAL HEALTH (LGH). DOYLESTOWN HEALTH ALSO BECAME PART OF UPHS AS OF APRIL 1, 2025. EVIDENT BY $425.8 MILLION IN CHARITY AND UNDERFUNDED MEDICAID CARE PROVIDED TO FAMILIES, THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. PENN MEDICINE'S PROGRAMMATIC PRIORITIES ARE DRIVEN BY SERVING A CHANGING WORLD, ITS STRATEGIC PLAN, WHICH IS CLOSELY ALIGNED WITH THE UNIVERSITY OF PENNSYLVANIA'S IN PRINCIPLE AND PRACTICE STRATEGIC FRAMEWORK. IMPLEMENTATION OF INITIATIVES IN EACH OF THE PLAN'S CORE MISSION AREAS ARE UNDERWAY AT PERELMAN SCHOOL OF MEDICINE. - HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/STRATEGIC-PLAN -IN FY 2025 AND BEYOND, PENN MEDICINE WILL CONTINUE TO LEAD IN THE PENN TRADITION OF COLLABORATION AND INNOVATION WHICH EXTENDS ACROSS THE CAMPUS. THIS INCLUDES A FOCUS ON ENHANCING AND DEVELOPING TECHNOLOGICAL STRATEGIES TO ALIGN INFORMATION TECHNOLOGY AND DATA INFRASTRUCTURE WITH PATIENT CARE. -DISCOVERY PROPELS PENN MEDICINE, IMPROVING AND DIFFERENTIATING ITS SERVICE TO PATIENTS, STUDENTS, AND THE WORLD. PENN MEDICINE WILL INVEST IN OPPORTUNITIES THAT ARE VISIBLE NOW AND INVEST IN AN ENVIRONMENT THAT CREATES AND CAPITALIZES ON PROSPECTS NOT YET SEEN. PENN MEDICINE HAS LAUNCHED INITIATIVES TO DEVELOP FRONTIER RESEARCH CORES TO SUPPORT THE MOST PROMISING OPPORTUNITIES IN BASIC, TRANSLATIONAL, AND CLINICAL RESEARCH, HEALTH SERVICES AND POPULATION HEALTH RESEARCH, AND NEW AREAS SUCH AS DIGITAL INNOVATION. ADDITIONALLY, IN FOLLOWING "SERVING A CHANGING WORLD" STRATEGIC PLAN - SPECIFICALLY WITHIN THE PLAN'S PILLAR DEDICATED TO UPLIFTING THE COMMUNITY, THE LIVES OF STUDENTS AND STAFF, AND THE ENVIRONMENT - PENN MEDICINE HAS INVESTED AND SUSTAINED INSTITUTION-WIDE, COMPREHENSIVE PROGRAMS THAT ANCHOR OUR CHARGE IN COMMUNITY HEALTH. THESE PROGRAMS ARE EVIDENCE OF PENN MEDICINE INTEGRATING COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRIORITIES TO GUIDE STRATEGY, OPERATIONS, AND INVESTMENTS: THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) AT PENN MEDICINE COLLABORATES CLOSELY WITH A NETWORK OF HEALTHCARE LEADERS, CLINICAL TEAMS, COMMUNITY PARTNERS, AND RESEARCH FELLOWS TO TRANSFORM SCIENTIFIC RESEARCH INTO PRACTICAL, IMPACTFUL STRATEGIES. THROUGH FOCUSED EFFORTS IN RESEARCH AND EVALUATION, CARE TRANSFORMATION, EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT, CHEA IS DEDICATED TO ENHANCING CARE DELIVERY, FOSTERING MEANINGFUL CONNECTIONS WITH THOSE LIVING NEAR OUR HOSPITALS, AND INSPIRING THE NEXT GENERATION OF SCIENTISTS AND HEALTHCARE PROVIDERS. THE CENTER FOR HEALTH JUSTICE (CHJ) WORKS TO ADVANCE HEALTH THROUGH SUPPORT PROVIDED TO COMMUNITIES HARMED BY STRUCTURAL INEQUITY. ITS TWO MAIN GROUPS-URBAN HEALTH LAB AND HEALTH JUSTICE TRANSFORMATION-LEAD RESEARCH, COMMUNITY ACTION, AND HEALTH SYSTEM REFORM. CHJ COLLABORATES ACROSS PENN MEDICINE AND THE UNIVERSITY OF PENNSYLVANIA TO GUIDE STRATEGY AND BUILD INFRASTRUCTURE FOR LASTING CHANGE. THROUGH ITS HEALTH JUSTICE TRANSFORMATION PORTFOLIO, CHJ PARTNERS WITH STAFF AND LEADERS TO EMBED TRANSFORMATIVE COMMUNITY SUPPORT INTO HEALTH SYSTEM OPERATIONS AND POLICY. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS WORKS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH OUTCOMES. SINCE ITS CREATION, THE CENTER HAS SUPPORTED CLOSE TO 25,000 PEOPLE IN OUR REGION BY LEVERAGING THE COMPASSION AND RESOURCEFULNESS OF COMMUNITY HEALTH WORKERS TO PROVIDE TRUSTED, PERSON-CENTERED SUPPORT. COMMUNITY HEALTH WORKERS PARTNER WITH PATIENTS TO ADDRESS VARIOUS ASPECTS OF THEIR LIVES THAT IMPACT HEALTH-FROM NAVIGATING THE HEALTH SYSTEM TO TACKLING UNDERLYING SOCIAL BARRIERS, SUCH AS UNSTABLE HOUSING, SOCIAL ISOLATION, AND UNEMPLOYMENT. THE PENN MEDICINE WHARTON FUND FOR HEALTH IS IN PARTNERSHIP WITH THE SOCIAL IMPACT INITIATIVE AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL, AND WORKS TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH FOR PHILADELPHIANS. INITIALLY COMMITTING $5 MILLION OVER THREE YEARS, THIS INITIATIVE INVESTS IN INNOVATIVE, FORWARD-THINKING VENTURES CREATING MEANINGFUL IMPROVEMENTS IN OUR CITY'S HEALTH WHILE FOSTERING SUSTAINABLE AND PROFITABLE COMPANIES THAT GENERATE JOBS AND ECONOMIC OPPORTUNITIES FOR MORE RESIDENTS. BUILDING ON THE SUCCESS OF THE INITIAL STARTUPS AND THEIR POSITIVE EFFECT ON HEALTH INEQUITIES, INVESTMENT IN FUND FOR HEALTH WILL CONTINUE. THE PENN MEDICINE CARES GRANT WILL CONTINUE TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY 2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION IN PHILADELPHIA DEVELOPED BY A COALITION OF AREA HOSPITALS WITH AN AMPLIFIED COMMUNITY VOICE TO GUIDE, THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR PHILADELPHIA AND THE SURROUNDING COUNTIES IN PENNSYLVANIA WAS COMPLETED IN 2025. THE FOLLOWING NEEDS WERE NAMED AS PRIORITY:
FORM 990, PART III, LINE 4A & 4B (CONT.) TRUST AND COMMUNICATION DISCRIMINATION IN HEALTH CARE CHRONIC DISEASE PREVENTION AND MANAGEMENT ACCESS TO CARE (PRIMARY AND SPECIALTY) HEALTHCARE AND HEALTH RESOURCES NAVIGATION MENTAL HEALTH ACCESS SUBSTANCE USE AND RELATED DISORDERS HEALTHY AGING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES FOOD ACCESS HOUSING INSECURITY NEIGHBORHOOD CONDITIONS YOUTH PRIORITIES: YOUTH MENTAL HEALTH LACK OF RESOURCES/KNOWLEDGE OF RESOURCES SUBSTANCE USE AND RELATED DISORDERS BULLYING GUN VIOLENCE ACCESS TO PHYSICAL ACTIVITY ACTIVITIES FOR YOUTH ACCESS TO GOOD SCHOOLS IN RESPONSE TO THE PRIORITIZED NEEDS OF OUR COMMUNITY, LISTED ABOVE, PENN MEDICINE'S PHILADELPHIA-BASED HOSPITALS, HUP, PPMC, AND PAH, HAVE DEVELOPED NUMEROUS PROGRAMS IN NEIGHBORHOODS NEAR OUR HOSPITALS. FOLLOWING PLEASE FIND A LIST OF PROGRAMS PENN MEDICINE INVESTS IN AND MAINTAINS WITH AN AIM TO IMPROVE COMMUNITY HEALTH IN THE RESPECTIVE CHNA NEED AREAS; THE FOLLOWING REPRESENTS A SELECTION OF KEY INITIATIVES AND IS NOT AN EXHAUSTIVE LIST: BUILDING TRUST AND IMPROVING COMMUNICATION TRUST AND CLEAR COMMUNICATION ARE ESSENTIAL TO STRONG PATIENT-PROVIDER RELATIONSHIPS. BREAKDOWNS IN COMMUNICATION CAN ERODE TRUST AND LEAD TO DISENGAGEMENT AND POORER HEALTH OUTCOMES. TO ADDRESS THIS, PENN MEDICINE EMPHASIZES PROACTIVE STORYTELLING AND OUTWARD-FACING COMMUNICATION THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE USES ITS COMMUNITY EVENTS CALENDAR TO PROMOTE SUPPORT GROUPS, CLASSES, PROFESSIONAL DEVELOPMENT, AND HEALTH PROGRAMS - THUS IMPROVING CONNECTEDNESS BETWEEN AREA RESIDENTS AND OUR PHILADELPHIA HOSPITALS. THE COMMUNITY RELATIONS TEAM FACILITATES VOLUNTEER REQUESTS TO BRING EMPLOYEE EXPERTS AND HEALTH SYSTEM SERVICES DIRECTLY INTO NEIGHBORHOODS. ADDITIONALLY, THERE ARE A BREADTH OF EMPLOYEES AND DEPARTMENTS ACROSS THE HEALTH SYSTEM WORKING WITHIN OUR COMMUNITY IN THEIR OWN AREA OF EXPERTISE. TO REDUCE PATIENT FRUSTRATION AND IMPROVE UNDERSTANDING FOR PATIENTS IN PAH'S EMERGENCY DEPARTMENT WAITING ROOM, ANIMATED VIDEOS WERE CREATED AND EXPLAIN THE EMERGENCY DEPARTMENT PROCESSES-SUCH AS TRIAGE, CONDUCT EXPECTATIONS, AND WHAT TO ANTICIPATE DURING A VISIT. THE VIDEOS PLAY AS PATIENTS ENTER AND WAIT AND ARE AVAILABLE IN ENGLISH AND SPANISH FOR ACCESSIBILITY. DEVELOPED WITH INPUT FROM PENN MEDICINE'S COMMUNITY ADVISORY BOARDS AND PATIENT FAMILY ADVISORY COUNCILS, THE VIDEOS ENSURE CONTENT REFLECTS COMMUNITY NEEDS, STRENGTHENS TRUST, AND ENHANCES THE OVERALL EMERGENCY CARE EXPERIENCE. THE PENN MEDICINE LISTENING LAB ELEVATES THE LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, STAFF, AND PROVIDERS TO STRENGTHEN A UNIFIED CULTURE OF CAREGIVING. THROUGH A FACILITATED, HIPAA-COMPLIANT PROCESS, STORIES ARE RECORDED, COLLABORATIVELY EDITED, AND SHARED WITH THE STORYTELLER'S CONSENT. THESE NARRATIVES ARE USED ACROSS THE HEALTH SYSTEM-IN EMPLOYEE ORIENTATION, MEDICAL AND NURSING EDUCATION, PATIENT AND FAMILY ADVISORY COMMITTEE COLLABORATIONS, LEADERSHIP MEETINGS, STAFF HUDDLES, INTERNAL COMMUNICATIONS, AND CLINICAL-ROOM SCREENSAVERS. FOR MANY STORYTELLERS, THE PROCESS IS ALSO VALIDATING, COMFORTING, AND HEALING. IN 2024, PENN MEDICINE INTRODUCED A PATIENT QUALITY AND SAFETY WEBSITE AND DASHBOARD OFFERING TRANSPARENT, REGULARLY UPDATED DATA ON MEASURES SUCH AS PREVENTIVE CARE, INFECTIONS, MORTALITY, AND HOME HEALTH OUTCOMES. WHERE POSSIBLE, RESULTS ARE COMPARED WITH STATE AND NATIONAL BENCHMARKS TO SUPPORT INFORMED DECISION-MAKING. CLEAR NARRATIVES AND SELECT EXPLAINER VIDEOS HELP MAKE THE DATA MORE ACCESSIBLE AND HIGHLIGHT PENN MEDICINE'S QUALITY AND SAFETY STRATEGIES, PATIENT EXPERIENCE INSIGHTS, AND COMMUNITY HEALTH GOALS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICE REQUIRE HOSPITALS TO POST MACHINE-READABLE LISTS OF STANDARD CHARGES, UPDATED ANNUALLY. PENN MEDICINE'S "TRANSPARENCY IN PRICING" WEBPAGE ALLOWS PATIENTS TO ACCESS THESE CHARGEMASTER DETAILS, VIEW NEGOTIATED PRICE LISTS, AND REQUEST COST ESTIMATES THROUGH MYCHART OR BY PHONE. ELIMINATING DISCRIMINATION IN HEALTH CARE MARGINALIZED COMMUNITIES-INCLUDING PEOPLE OF COLOR, IMMIGRANTS, INDIVIDUALS WITH DISABILITIES, THOSE WITH MENTAL ILLNESS OR SUBSTANCE USE DISORDERS, LGBTQ+ INDIVIDUALS, RURAL RESIDENTS, AND OTHERS-CONTINUE TO FACE DISCRIMINATION AND INSTITUTIONAL BARRIERS TO QUALITY HEALTH CARE. THE FOLLOWING PENN MEDICINE PROGRAMS ADDRESS THE DISCRIMINATION IN HEALTH CARE PRIORITY: THE ONCOLINK TEAM IN RADIATION ONCOLOGY HAS PROVIDED TRAUMA-INFORMED CARE TRAINING TO 804 MULTIDISCIPLINARY CARE TEAM MEMBERS ACROSS UPHS' PHILADELPHIA HOSPITALS. THROUGH INTERACTIVE CASE DISCUSSIONS AND EXPERIENTIAL LEARNING, PARTICIPANTS BUILD UNDERSTANDING OF TRAUMA, ADVERSE CHILDHOOD EXPERIENCES (ACES), TRAUMA RESPONSES, AND SENSITIVE PRACTICE TECHNIQUES. PRE- AND POST-TRAINING SURVEYS MEASURE KNOWLEDGE, COMPETENCE, BARRIERS, AND NEEDED SUPPORT. ADDITIONALLY, PENN'S DEPARTMENT OF EMERGENCY MEDICINE IS EMBEDDING TRAUMA-INFORMED CARE INTO ALL ASPECTS OF EMERGENCY MEDICINE'S OPERATIONS, TO REDUCE STIGMA AND CREATE HEALING-CENTERED ENVIRONMENTS. HUP HAS ENHANCED INTERPRETER SERVICES BY PRIORITIZING IN-PERSON SUPPORT, HIRING MORE MULTILINGUAL STAFF, AND STRENGTHENING DOCUMENTATION STANDARDS. UPHS IS CURRENTLY EXPANDING THIS MODEL ACROSS ITS PHILADELPHIA HOSPITALS IN ORDER TO IMPROVE COMMUNICATION FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY. A JOINT PENN-CHOP INITIATIVE, ALLIANCE OF MINORITY PHYSICIANS SUPPORTS MEDICAL STUDENTS, TRAINEES, AND FACULTY THROUGH MENTORSHIP, NETWORKING, AND PROFESSIONAL DEVELOPMENT-PROMOTING EQUAL TREATMENT, ATTRACTING TALENT, AND FOSTERING INCLUSIVE LEARNING ENVIRONMENTS. THE PERINATAL RESOURCES FOR OPIOID USE DISORDER (PROUD) CLINIC DELIVERS COMPREHENSIVE, AFFIRMING CARE FOR PERINATAL PATIENTS WITH SUBSTANCE USE DISORDERS THROUGH AN INTERDISCIPLINARY TEAM SPANNING SOCIAL WORK, PHARMACY, PSYCHIATRY, OB/GYN, AND FAMILY MEDICINE. THE SICKLE CELL DISEASE TASK FORCE PROMOTES EQUITABLE CARE FOR PATIENTS WITH SICKLE CELL DISEASE BY DEVELOPING STANDARDIZED PROTOCOLS AND USING DATA DASHBOARDS TO TRACK CARE. THIS APPROACH IMPROVES CONSISTENCY, PAIN MANAGEMENT, AND OVERALL QUALITY OF CARE. PENN PSYCHIATRY OFFERS SPECIALIZED BEHAVIORAL HEALTH CLINICS, INCLUDING Q-MUNITY WELLNESS FOR UNINSURED LGBTQ+ PATIENTS, AN LGBTQ+ DBT SKILLS GROUP, A MEDICAID-DESIGNATED PTSD PROGRAM, AND THE SOUTHEAST ASIAN PROGRAM AT HALL-MERCER, PROVIDING MULTILINGUAL, CULTURALLY TAILORED SERVICES. WITH AN AIM TO MONITOR CARE DISPARITIES AND PREVENT DISCRIMINATION, CHEA CREATED THE EQUITY AND QUALITY DASHBOARD AND HEALTH RELATED SOCIAL NEEDS DASHBOARD. PENN MEDICINE IS STANDARDIZING DATA COLLECTION TO BETTER MEASURE POTENTIAL INEQUITIES AND GUIDE DATA-DRIVEN INTERVENTIONS. IMPROVING THE MANAGEMENT AND PREVENTION OF CHRONIC DISEASES CHRONIC DISEASES-SUCH AS HYPERTENSION, DIABETES, COPD, AND STROKE-ARE LEADING CAUSES OF DEATH IN THE PENN MEDICINE SERVICE AREA. PENN MEDICINE ADDRESSES THESE CONDITIONS THROUGH EVIDENCE-BASED SCREENING, DIAGNOSIS, AND MANAGEMENT, WHILE IMPLEMENTING HEALTH SYSTEM AND COMMUNITY STRATEGIES TO PREVENT DISEASE AND OVERCOME BARRIERS TO CARE. EARLY DETECTION ENABLES TIMELY TREATMENT, BETTER OUTCOMES, AND IMPROVED LONG-TERM HEALTH. SINCE 2021, PENN MEDICINE, IN PARTNERSHIP WITH SIEMENS HEALTHINEERS, HAS PROVIDED NEARLY 1,000 FREE MAMMOGRAMS, DETECTING NINE BREAST CANCERS-EXCEEDING THE TYPICAL SCREENING DETECTION RATE. BUILDING ON THE ABRAMSON CANCER CENTER'S SCREENING PROGRAMS FOR UNDERSERVED COMMUNITIES, PENN MEDICINE LAUNCHED ITS OWN MOBILE MAMMOGRAPHY VAN IN JULY 2025. THE VAN OFFERS 3D BREAST IMAGING IN A PRIVATE, COMFORTABLE SETTING AND HAS VISITED HEALTH FAIRS, COMMUNITY EVENTS, AND CORPORATE CAMPUSES ACROSS THE GREATER PHILADELPHIA AREA. PATIENTS' INSURANCE WILL BE BILLED IF APPLICABLE, AND NO ONE IS TURNED AWAY FOR LACK OF COVERAGE. ORGANIZATIONS REQUEST THE VAN ONLINE, WITH A PUBLIC EVENT CALENDAR AVAILABLE. SINCE 2014, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS PROVIDED FREE BREAST CANCER SCREENINGS, DIAGNOSTICS, AND TREATMENT TO NEARLY 7,000 UNDERSERVED AND UNINSURED WOMEN, PARTNERING WITH REGIONAL NONPROFITS AND CLINICS. FIFTY-SEVEN PERCENT OF PARTICIPANTS DID NOT SPEAK ENGLISH. THROUGH FY 2025, 803 BIOPSIES WERE PERFORMED, IDENTIFYING AND TREATING 137 BREAST CANCER CASES. PENN MEDICINE'S ONCOLOGY NURSES AND PATIENT NAVIGATORS GUIDE BREAST CANCER PATIENTS FROM DIAGNOSIS THROUGH SURVIVORSHIP, HELPING THEM PERSONALLY UNDERSTAND TREATMENT OPTIONS, SCHEDULE CARE, ACCESS RESOURCES, AND EXPLORE CLINICAL TRIALS-EMPOWERING PATIENTS AND FAMILIES THROUGHOUT THEIR JOURNEY. PENN MEDICINE'S COLORECTAL CANCER SCREENING OUTREACH PROMOTES COLORECTAL CANCER SCREENING THROUGH COMMUNITY EVENTS, MAILED FIT KITS, AND TEXT REMINDERS. PARTNERING WITH LOCAL GROUPS AND CLINICS, IT TARGETS UNDERSERVED POPULATIONS AND SUPPORTS FOLLOW-UP FOR POSITIVE RESULTS TO CLOSE SCREENING GAPS.
FORM 990, PART III, LINE 4A & 4B (CONT.) THE INNOVATIVE CUT HYPERTENSION PROJECT TURNS THE CORNER BARBER SHOP IN UNDERSERVED COMMUNITIES INTO HEALTH HUBS, OFFERING BLOOD PRESSURE SCREENINGS, EDUCATION ON HYPERTENSION, DIET, AND EXERCISE, WHILE BUILDING TRUST WITH LOCAL RESIDENTS. UNITED COMMUNITY CLINIC (UCC) UCC PROVIDES FREE, LONG-TERM PRIMARY AND PREVENTIVE CARE TO UNDERINSURED INDIVIDUALS IN WEST AND SOUTHWEST PHILADELPHIA. PARTNERING WITH LOCAL ORGANIZATIONS, UCC ENGAGES STUDENTS IN DEVELOPING CARE PLANS, OFFERING MEDICATIONS, LIFESTYLE SUPPORT, EDUCATION, AND REGULAR FOLLOW-UP FOR CHRONIC DISEASE MANAGEMENT. SUPPORTING HEALTHCARE AND HEALTH RESOURCES NAVIGATION PENN MEDICINE ADDRESSED THE HEALTHCARE AND HEALTH RESOURCES NAVIGATION PRIORITY BY FINANCING SYSTEMS THAT HELP PATIENTS-PARTICULARLY VULNERABLE POPULATIONS-NAVIGATE HEALTH AND SOCIAL SERVICES. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS, A NATIONAL CENTER OF EXCELLENCE, ADVANCES RESEARCH AND BEST PRACTICES IN COMMUNITY HEALTH WORK AND LEADS IMPLEMENTATION OF THE IMPACT PROGRAM, WHICH INTEGRATES COMMUNITY HEALTH WORKERS INTO CARE TEAMS TO IMPROVE REFERRALS, DATA PROCESSES, AND COMMUNICATION. THESE WORKERS HELP PATIENTS NAVIGATE HEALTH AND SOCIAL SYSTEMS, CONNECT TO APPROPRIATE CARE, AND ADVOCATE FOR THEIR NEEDS. THE PHMC PUBLIC HEALTH CAMPUS ON CEDAR, ANCHORED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE, WAS REDEVELOPED BY PENN MEDICINE AND PARTNERS AFTER A PREVIOUS OPERATOR ANNOUNCED PLANS TO CLOSE THE HOSPITAL. TODAY, THE CAMPUS PROVIDES HIGH-QUALITY, COMMUNITY-INFORMED MEDICAL AND SOCIAL SERVICES FOR WEST AND SOUTHWEST PHILADELPHIA. THROUGH A PARTNERSHIP WITH PHMC, PENN MEDICINE MANAGES EMERGENCY, INPATIENT, AND BEHAVIORAL HEALTH SERVICES, ALONGSIDE COALITION PARTNERS INCLUDING CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE INDEPENDENCE BLUE CROSS FOUNDATION. THE CAMPUS FOCUSES ON HEALTH EQUITY AND EXPANDS COMMUNITY ACCESS TO PRIMARY CARE, BEHAVIORAL HEALTH, ACUTE CARE, SUBSTANCE USE TREATMENT, AND OTHER SOCIAL SUPPORTS. PA NAVIGATE IS A STATEWIDE PLATFORM VESTED BY PENN MEDICINE TO CONNECT PATIENTS WITH ESSENTIAL HEALTH AND SOCIAL SERVICES, INCLUDING FOOD, HOUSING, TRANSPORTATION, AND BEHAVIORAL HEALTH SUPPORTS. BY STREAMLINING REFERRALS AND COORDINATING CARE AMONG PROVIDERS AND COMMUNITY ORGANIZATIONS, THE TOOL REDUCES BARRIERS AND IMPROVES EQUITABLE ACCESS TO RESOURCES. INTEGRATED INTO PENN MEDICINE'S CARE COORDINATION WORKFLOWS, PA NAVIGATE IS USED BY COMMUNITY HEALTH WORKERS, SOCIAL WORKERS, AND OTHER STAFF TO PROVIDE TIMELY, CULTURALLY RESPONSIVE ASSISTANCE. THE SOCIAL NEEDS RESPONSE TEAM (SNRT), CREATED BY PENN MEDICINE'S DEPARTMENT OF SOCIAL WORK WITH SUPPORT FROM THE CENTER FOR HEALTH EQUITY ADVANCEMENT, IS A VIRTUAL CALL CENTER PROVIDING PATIENTS AND THE WIDER PHILADELPHIA COMMUNITY WITH ACCESS TO RESOURCES THAT ADDRESS SOCIAL NEEDS. SUPERVISED BY A CLINICAL SOCIAL WORKER, AN INTERDISCIPLINARY TEAM OF HEALTH PROFESSIONALS ASSISTS WITH SAFETY, DISTRESS, AND OTHER UNMET NEEDS TO REDUCE RESIDENTS' IMPACT ON HEALTH. PUENTES DE SALUD IS A NONPROFIT - SUPPORTED BY PENN MEDICINE - SERVING UNINSURED RESIDENTS OF PHILADELPHIA, HELPING PATIENTS WITH COMPLEX MEDICAL NEEDS NAVIGATE THE HEALTH CARE SYSTEM, ACCESS APPROPRIATE CARE, SCHEDULE APPOINTMENTS, AND OBTAIN SUPPORTIVE SERVICES. PENN MEDICINE'S LGBTQ+ PATIENT NAVIGATION PROGRAM ADVANCES HEALTH EQUITY BY HELPING LGBTQ+ PATIENTS ACCESS HIGH-QUALITY CARE. NAVIGATORS ASSIST WITH FINDING KNOWLEDGEABLE PROVIDERS, COORDINATING APPOINTMENTS, AND ADDRESSING INSURANCE AND SPECIALIZED CARE BARRIERS, FOSTERING TRUST AND ENSURING CARE IS RESPECTFUL AND RESPONSIVE TO THE UNIQUE NEEDS OF LGBTQ+ COMMUNITIES. THE CENTER FOR SURGICAL HEALTH (CSH) HELPS UNINSURED AND UNDERINSURED PATIENTS ACCESS NECESSARY SURGICAL CARE BY PROVIDING NAVIGATION THROUGHOUT THE SURGICAL JOURNEY AND ADDRESSING BARRIERS SUCH AS INSURANCE, LANGUAGE, TRANSPORTATION, AND CARE COORDINATION. WORKING WITH FINANCIAL ADVOCATES AND COMMUNITY PARTNERS, CSH INTEGRATES CLINICAL, FINANCIAL, AND SOCIAL SUPPORT TO ENSURE EQUITABLE ACCESS TO LIFESAVING AND LIFE-IMPROVING SURGERIES, ADVANCING HEALTH EQUITY AND REDUCING DISPARITIES IN OUR LOCAL COMMUNITIES. MAKING MENTAL HEALTHCARE MORE ACCESSIBLE PENN MEDICINE RECOGNIZES MENTAL HEALTH AS A CRITICAL NEED IN PHILADELPHIA AND IS COMMITTED TO PROVIDING HIGH-QUALITY, ACCESSIBLE, TEAM-BASED, AND CULTURALLY RESPONSIVE CARE, PARTICULARLY FOR VULNERABLE POPULATIONS IN OUR LOCAL COMMUNITIES. WE ALSO WORK TO EXPAND THE MENTAL HEALTH WORKFORCE AND ENHANCE SERVICES THROUGH COMMUNITY ENGAGEMENT, ADDRESSING THE MENTAL HEALTH ACCESS PRIORITY: THE HALL-MERCER COMMUNITY BEHAVIORAL HEALTH CENTER - WITHIN PENN MEDICINE - IS PENNSYLVANIA'S FIRST OUTPATIENT COMMUNITY MENTAL HEALTH CENTER AND SERVES INDIVIDUALS WITH MENTAL ILLNESS OR DEVELOPMENTAL DISABILITIES. PROVIDING COMPREHENSIVE SERVICES FOR ALL AGES, IT ADVANCES CARE AND ACCEPTANCE FOR PEOPLE WITH PSYCHIATRIC OR INTELLECTUAL DISABILITIES AND IS PART OF PHILADELPHIA'S NETWORK OF 11 COMMUNITY MENTAL HEALTH CENTERS. THE PENN CENTER FOR YOUTH AND FAMILY TRAUMA RESPONSE AND RECOVERY (CYFTRR) PROVIDES SPECIALIZED INTERVENTIONS FOR CHILDREN AND FAMILIES TO ADDRESS TRAUMA-RELATED PHYSICAL AND PSYCHOLOGICAL EFFECTS, SERVING AS THE ONLY EARLY-INTERVENTION PROVIDER OF ITS KIND IN THE PHILADELPHIA AREA. PENN PSYCHIATRY'S FELLOWSHIP IN COMMUNITY PSYCHIATRY IS A ONE-YEAR PROGRAM IN WHICH 4 BOARD-ELIGIBLE COMMUNITY FELLOWS PROVIDE ATTENDING-LEVEL SERVICES TO PARTNERING COMMUNITY AGENCIES, ENHANCING ACCESS TO PSYCHIATRIC CARE. PROVIDING QUALITY CARE FOR SUBSTANCE USE AND RELATED DISORDERS PHILADELPHIA CONTINUES TO BE SEVERELY AFFECTED BY THE OPIOID CRISIS. IN 2023, THE CITY RECORDED APPROXIMATELY 1,315 OVERDOSE DEATHS-THE SECOND HIGHEST TOTAL ON RECORD-WITH MOST INVOLVING POLYSUBSTANCE EXPOSURES REFLECTING AN INCREASINGLY TOXIC DRUG SUPPLY. ALTHOUGH OVERDOSE DEATHS DECLINED SLIGHTLY IN 2024, DATA TENDS TO DEMONSTRATE THAT BLACK AND INDIGENOUS PEOPLE LIVING IN PHILADELPHIA CONTINUE TO EXPERIENCE DISPROPORTIONATE HARM RELATED TO SUBSTANCE USE AND RELATED DISORDERS, HIGHLIGHTING THE NEED FOR CULTURALLY RESPONSIVE, EQUITY-FOCUSED INTERVENTIONS. PENN MEDICINE REMAINS COMMITTED TO ADDRESSING THESE CHALLENGES BY EXPANDING ACCESS TO EVIDENCE-BASED TREATMENT, DELIVERING HIGH-QUALITY CARE IN THE NEIGHBORHOODS MOST AFFECTED, TRAINING HEALTH PROFESSIONALS IN ADDICTION MEDICINE, AND ADVOCATING FOR SYSTEMS-LEVEL SOLUTIONS THROUGH THE FOLLOWING STRATEGIES AND PROGRAMS: FOUNDED IN 2019, PENN MEDICINE'S CENTER FOR ADDICTION MEDICINE AND POLICY (CAMP) IS A MULTIDISCIPLINARY INITIATIVE ADVANCING EDUCATION, TREATMENT, AND RESEARCH IN ADDICTION MEDICINE. CAMP PARTNERS WITH RECOVERY SPECIALISTS AND STAFF ACROSS DISCIPLINES TO PROVIDE EVIDENCE-BASED, STIGMA-FREE CARE FOR PATIENTS WITH SUBSTANCE USE DISORDERS, EXPAND TREATMENT IN CLINICAL SETTINGS, AND DELIVER HARM REDUCTION AND OVERDOSE PREVENTION RESOURCES TO THE COMMUNITY. PENN MEDICINE INTEGRATES MEDICATION FOR OPIOID USE DISORDERS (MOUD) INTO PRIMARY CARE TO EXPAND ACCESS, REDUCE STIGMA, AND PROVIDE HARM REDUCTION SERVICES. SIX PHILADELPHIA PRACTICES NOW OFFER MOUD, TREATING OVER 800 PATIENTS WITH BUPRENORPHINE WITHIN ROUTINE PRIMARY CARE. PREVENTION POINT PHILADELPHIA (PPP), A NONPROFIT PUBLIC HEALTH ORGANIZATION, PROVIDES HARM REDUCTION SERVICES IN THE REGION. PENN MEDICINE SUPPORTS PPP THROUGH COUNSELING, CASE MANAGEMENT, LEGAL AID, AND OVERDOSE PREVENTION TRAINING, WHILE FACULTY AND RESIDENTS STAFF THE SANA CLINIC AND MOBILE UNIT TO DELIVER INTEGRATED HIV AND OUD CARE, INCLUDING FOR INDIVIDUALS EXPERIENCING STREET HOMELESSNESS. THE CARECONNECT WARMLINE, A PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, IS A SUBSTANCE USE NAVIGATION LINE THAT IMPROVES SAME-DAY ACCESS TO TREATMENT. LAUNCHED DURING THE COVID-19 PANDEMIC, IT RECENTLY EXPANDED TO INCLUDE CLINICAL CONSULTATIONS WITH EXPERTS IN PERINATAL SUD AND REPRODUCTIVE PSYCHIATRY FOR PHILADELPHIA AND SURROUNDING COUNTIES. OTHER PROGRAMS SUPPORTED BY PENN MEDICINE ADDRESS OPIOID AND SUBSTANCE USE DISORDERS THROUGH A COMPREHENSIVE, EQUITY-FOCUSED APPROACH THAT INTEGRATES PREVENTION, TREATMENT, AND RECOVERY SUPPORT. KEY INITIATIVES INCLUDE PERINATAL AND PRIMARY CARE MOUD PROGRAMS, MOBILE AND VIRTUAL HARM REDUCTION SERVICES, PEER NAVIGATION, AND JUSTICE-INVOLVED SUPPORT, ALONGSIDE SYSTEMWIDE EFFORTS LIKE THE ADDICTION MEDICINE CONSULT SERVICE AND OPIOID TASK FORCE TO STANDARDIZE CARE AND REDUCE OPIOID-RELATED HARM. EMERGENCY DEPARTMENT-BASED PROGRAMS EXPAND ACCESS TO TREATMENT AND SAFER-USE RESOURCES, WHILE DATA-DRIVEN STRATEGIES GUIDE EQUITABLE, EVIDENCE-BASED CARE. COLLECTIVELY, THESE PROGRAMS ADVANCE RECOVERY, CONNECT PATIENTS TO ESSENTIAL SERVICES, AND REDUCE DISPARITIES ACROSS THE COMMUNITY.
FORM 990, PART III, LINE 4A & 4B (CONT.) PROVIDING CARE AND RESOURCES TO SUPPORT HEALTHY AGING PENN MEDICINE ADDRESSES THE GROWING NEEDS OF OLDER ADULTS-DEFINED AS AGE 65 AND OLDER-THROUGH PERSONALIZED CARE AND SPECIALIZED PROGRAMS VIA PENN GERIATRIC MEDICINE AND THE PENN MEMORY CENTER. THESE INITIATIVES PROVIDE COMPREHENSIVE TREATMENTS AND SUPPORT FOR AGING INDIVIDUALS, REFLECTING PENN MEDICINE'S COMMITMENT TO HEALTHY AGING AND RESPONSE TO THE "HEALTHY AGING" PRIORITY: PENN MEDICINE PARTICIPATES IN GUIDING AN IMPROVED DEMENTIA EXPERIENCE (GUIDE), A MEDICARE MODEL TO PROVIDE HIGH-QUALITY, AT-HOME CARE FOR PEOPLE WITH DEMENTIA WHILE SUPPORTING CAREGIVERS. GUIDE OFFERS PERSONALIZED DEMENTIA CARE, CAREGIVER RESOURCES, SOCIAL AND WELLNESS ACTIVITIES, RESPITE SERVICES, AND A DEDICATED CARE NAVIGATOR TO REDUCE STRESS AND MAXIMIZE TIME AT HOME. SUPPORTING OLDER ADULTS AT RISK (SOAR) HELPS OLDER ADULTS RETURN HOME SOONER AND RECOVER SAFELY THROUGH THREE PHASES: - PREPARE: GERIATRIC NURSE CONSULTANTS IDENTIFY ELIGIBLE PATIENTS, PERFORM ASSESSMENTS, AND CREATE TAILORED CARE PLANS WHILE KEEPING CARE TEAMS AND CAREGIVERS INFORMED. - TRANSITION: COLLABORATIVE DISCHARGE PLANNING ENSURES TIMELY HANDOFFS, TRANSPORTATION HOME, AND SAME- OR NEXT-DAY NURSING VISITS AND MEDICATION DELIVERY. - SUPPORT: PATIENTS RECEIVE HOME EVALUATIONS FOR THERAPY SERVICES, TELEMEDICINE MONITORING, VIRTUAL CASE MANAGEMENT, AND CONNECTION TO COMMUNITY RESOURCES TO SUPPORT RECOVERY AND INDEPENDENCE. RIDE4HEALTH MEDICAL TRANSPORTATION R4H HELPS REDUCE MISSED APPOINTMENTS-NEARLY FOUR MILLION ANNUALLY-BY PROVIDING TRANSPORTATION FOR OLDER ADULTS FACING BARRIERS. WITH THE SENIOR POPULATION SET TO DOUBLE, PENN MEDICINE OUTPATIENT PRACTICES PARTNER WITH R4H TO ENSURE TIMELY ACCESS TO CARE FOR THIS SPECIAL POPULATION. HOSPITAL ELDER LIFE PROGRAM (HELP) IS AN EVIDENCE-BASED, NONPHARMACOLOGICAL PROGRAM FOR HOSPITALIZED PATIENTS OVER 70, DESIGNED TO PREVENT DELIRIUM, FUNCTIONAL DECLINE, AND FALLS. ESTABLISHED IN 1999 BY DR. SHARON INOUYE, IT IS WIDELY STUDIED AND ENDORSED BY THE AMERICAN GERIATRICS SOCIETY. IMPLEMENTED IN HOSPITAL MEDICINE, ONCOLOGY, AND HEART FAILURE UNITS, INTERVENTIONS INCLUDE DAILY VISITS, THERAPEUTIC ACTIVITIES, MOBILITY SUPPORT, AND ASSISTANCE WITH VISION, HEARING, FEEDING, AND FLUIDS. PENN MEDICINE'S PROGRAM USES PAID STUDENT GERIATRIC ASSOCIATES, JUNIOR AND SENIOR NURSING STUDENTS, RATHER THAN VOLUNTEERS. HELP PROMOTES INDEPENDENCE, PERSON-CENTERED CARE, SAFE TRANSITIONS HOME, REDUCED READMISSIONS, AND COST-EFFECTIVE RESOURCE USE. ADDITIONALLY, PENN MEMORY CENTER CONCENTRATES ON THE FOLLOWING PROGRAMS TO SUPPORT OUR NEIGHBORS WITH COGNITIVE IMPAIRMENT AND THEIR CAREGIVERS: GRIEF YOGA: RESTORATIVE CLASSES FOR CAREGIVERS TO REFLECT, CONNECT, AND FIND RELEASE. MEMORY CAF: MONTHLY POP-UP GATHERINGS WITH MUSIC, EXPERT TALKS, AND SOCIAL CONNECTION. CREATIVE EXPRESSION THROUGH MUSIC: INTERACTIVE MUSIC COMPOSITION SESSIONS LED BY CURTIS INSTITUTE MUSICIANS. COGNITIVE FITNESS PROGRAM: LAUNCHED IN 2017 FOR ADULTS WITH MILD COGNITIVE IMPAIRMENT, OFFERING SKILLS, THERAPY, AND SOCIAL GROUP OPTIONS. MINDFULNESS MEDITATION: SHORT EXERCISES FOR INDIVIDUAL OR GROUP PRACTICE. COGNITIVE COMEDY: FREE IMPROV-BASED SESSIONS PROMOTING SOCIAL ENGAGEMENT AND COGNITIVE STIMULATION. THE CARING COLLECTIVE: STRUCTURED MATCHING OF FORMER AND SEASONED FAMILY CAREGIVERS WITH CURRENT FAMILY CAREGIVERS TO PROVIDE SUPPORT THROUGH THEIR CAREGIVING JOURNEY. ENSURING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES IN HEALTHCARE EFFECTIVE CLINICIAN-PATIENT COMMUNICATION IS ESSENTIAL FOR EQUITABLE CARE, YET LANGUAGE BARRIERS AND CULTURAL DIFFERENCES CAN DISCOURAGE PATIENTS FROM SEEKING CARE. NEARLY 10% OF PHILADELPHIANS REPORT LIMITED ENGLISH PROFICIENCY, CREATING CHALLENGES IN ACCESS AND QUALITY OF HEALTH SERVICES. PENN MEDICINE ADDRESSES THIS THROUGH HIGH-QUALITY LANGUAGE SERVICES, INCLUDING ORAL INTERPRETATION AND WRITTEN TRANSLATION, AND BY ASSESSING INTERPRETER NEEDS DURING SCHEDULING. RECOGNIZING THE IMPACT OF CULTURAL IDENTITY, RELIGIOUS NORMS, AND STIGMA, PENN MEDICINE INTEGRATES LANGUAGE SUPPORT WITH CULTURALLY RESPONSIVE CARE TO REDUCE BARRIERS, FOSTER TRUST, AND ENSURE ALL FEEL VALUED AND SUPPORTED THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE STAFF USE CYRACOM MOBILE TABLETS FOR QUICK, HIPAA-COMPLIANT INTERPRETATION IN MULTIPLE LANGUAGES, INCLUDING SPANISH, ARABIC, ASL, AND RUSSIAN, SERVING NON-ENGLISH SPEAKERS AND THE DEAF OR HARD-OF-HEARING, SUPPORTING EQUITABLE HEATH CARE DELIVERY. THE REFUGEE CLINIC AT PENN PRESBYTERIAN MEDICAL CENTER PROVIDES INITIAL AND FOLLOW-UP HEALTH ASSESSMENTS FOR REFUGEES, OFFERING NEEDED CULTURALLY SENSITIVE CARE IN PARTNERSHIP WITH VARIOUS AGENCIES, TRANSLATORS, AND PHYSICIANS FAMILIAR WITH REFUGEE HEALTH. THE PENN MEDICINE LGBTQ+ HEALTH PROGRAM SUPPORTS ACCESS, QUALITY, AND PATIENT EXPERIENCE FOR LGBTQ+ PATIENTS. PROVIDERS DELIVER CULTURALLY COMPETENT CARE, AND THE PATIENT NAVIGATION PROGRAM CONNECTS PATIENTS TO OUTPATIENT OR SPECIALTY CARE WHILE OFFERING SYSTEM-WIDE SUPPORT. CHAPLAINS WITHIN PENN MEDICINE PASTORAL CARE AND EDUCATION PROVIDE CULTURALLY COMPETENT, INTERFAITH SPIRITUAL SUPPORT TO HELP PATIENTS COPE WITH ILLNESS. ACCREDITED BY ACPE, THE PROGRAM INCLUDES CHAPELS AND PRAYER ROOMS FOR PATIENTS, VISITORS, AND STAFF. FINALLY, PENN MEDICINE DIETARY SERVICES OFFERS CUSTOMIZED DIETARY OPTIONS RESPECTING RELIGIOUS AND CULTURAL PREFERENCES, INCLUDING KOSHER, HALAL, VEGETARIAN, AND OTHER MEALS AVAILABLE UPON REQUEST ENSURING CULTURAL SENSITIVITY FOR OUR PATIENTS. IMPROVING ACCESS TO FOOD FOOD INSECURITY AND LIMITED ACCESS TO FRESH, AFFORDABLE PRODUCE REMAIN CRITICAL ISSUES IN PENN MEDICINE'S PHILADELPHIA COMMUNITY, PARTICULARLY IN FOOD DESERTS AND AREAS WHERE SNAP AND WIC ARE NOT ACCEPTED. HOUSING INSTABILITY AND NEIGHBORHOOD SAFETY FURTHER UNDERSCORE THE NEED FOR COMMUNITY-DRIVEN SOLUTIONS ADDRESSING SOCIAL DETERMINANTS OF HEALTH. THE BELOW PROGRAMS REPRESENTING COMMUNITY INVESTMENTS OF PENN MEDICINE RESPOND TO THE FOOD ACCESS PRIORITY: HUP HARVEST: PARTNERS WITH PHILABUNDANCE TO PROVIDE 500+ POUNDS OF FOOD WEEKLY, EXPANDED TO HUP-CEDAR, OFFERING CLIENT-CHOICE SHOPPING FOR PATIENTS AND STAFF. MARKET ON 8TH STREET: SERVES PATIENTS AND COMMUNITY MEMBERS WITH PRE-MADE GROCERY BAGS AND REFERRAL-BASED PICKUP. FOOD FOR HEALTH: MATERNAL HEALTH PROGRAM PROVIDING NUTRITION EDUCATION AND CHW SUPPORT FOR PATIENTS EXPERIENCING FOOD INSECURITY, SOURCING FOOD FROM HUP HARVEST. FOOD ACCESS SUPPORT TECHNOLOGY (FAST): CHEA-DEVELOPED PLATFORM CONNECTING HEALTH SYSTEMS, FOOD ACCESS ORGANIZATIONS, AND MINORITY-OWNED BUSINESSES TO STREAMLINE FOOD DELIVERY TO VULNERABLE HOUSEHOLDS. FOOD CONNECT: CONTRACTED BY HUP, THIS COMMUNITY-BASED FOOD RELIEF DELIVERS WEEKLY FOOD FROM HUP HARVEST TO PATIENTS' HOMES. SHARING EXCESS: PARTNERING WITH PENN MEDICINE, THIS NATIONAL PROGRAM PROVIDES RESCUED RETAIL PRODUCE TO OUR FOOD BANKS READY FOR DISTRIBUTION TO OUR LOCAL COMMUNITY. PENN MEDICINE ASSIST PROGRAM: A HIGH-PROFILE PARTNERSHIP, PENN MEDICINE DONATES FOOD TO PHILABUNDANCE FOR EACH PHILADELPHIA FLYERS ASSIST. FOR FY 2025, 12,090 POUNDS OF FOOD WAS DONATED FOR LOCAL COMMUNITIES. CHOSEN 300: SUPPORTED BY PENN MEDICINE WITH FUNDING AND VOLUNTEER EFFORTS, THIS NONPROFIT SERVES HOT MEALS FIVE DAYS A WEEK AT TWO PHILADELPHIA LOCATIONS. GOOD FOOD, HEALTHY HOSPITALS: ALL PHILADELPHIA HOSPITALS MAINTAIN HEALTHIER AND SUSTAINABLE FOOD OPTIONS; HUP AND PENNSYLVANIA HOSPITAL RECEIVED PUBLIC HEALTH FUNDING FOR FOOD BANKS. MANNA: DELIVERS MEDICALLY TAILORED MEALS TO SUPPORT PATIENT HEALTH POST-DISCHARGE. IMPROVING CONDITIONS OF HOUSING AND NEIGHBORHOODS IN OUR LATEST CHNA, COMMUNITY MEMBERS HIGHLIGHTED CHALLENGES INCLUDING AFFORDABLE HOUSING SHORTAGES, EVICTIONS, UNSAFE LIVING CONDITIONS, AND ENVIRONMENTAL HAZARDS, PARTICULARLY AFFECTING OLDER ADULTS, VETERANS, AND OTHER POPULATIONS. IN RESPONSE, PENN MEDICINE SUPPORTS PROGRAMS THAT IMPROVE ACCESS TO SAFE HOUSING, ENHANCE NEIGHBORHOOD ENVIRONMENTS, AND FOSTER HEALTHIER, MORE CONNECTED COMMUNITIES. THE FOLLOWING INITIATIVES FOCUS ON CREATING SAFE, CLEAN, AND ACCESSIBLE SPACES, WHILE ADDRESSING UNDERLYING SOCIAL AND STRUCTURAL BARRIERS TO HEALTH: PENN CENTER OF EXCELLENCE IN ENVIRONMENTAL TOXICOLOGY (CEET) ENGAGES WITH REGIONAL COMMUNITIES TO ADDRESS ENVIRONMENTAL HEALTH CONCERNS, INCLUDING AIR POLLUTION AND LUNG HEALTH, AND COLLABORATES WITH LOCAL STAKEHOLDERS TO REDUCE EXPOSURE TO AIRBORNE TOXINS. ADVOCACY EFFORTS SUPPORT POLICY AND REGULATORY IMPROVEMENTS AT LOCAL, STATE, AND FEDERAL LEVELS.
FORM 990, PART III, LINE 4A & 4B (CONT.) A $6 MILLION COMMUNITY-ACADEMIC COLLABORATIVE LED BY PENN'S URBAN HEALTH LAB, DEEPLY ROOTED PROMOTES HEALTH AND WELL-BEING THROUGH GREEN SPACE EXPANSION, YOUTH WORKFORCE DEVELOPMENT, AND ENVIRONMENTAL JUSTICE. THE INITIATIVE HAS PLANTED OVER 1,000 TREES, STABILIZED 1,073 VACANT LOTS, AWARDED $212,000 IN COMMUNITY GREEN GRANTS, AND IS DEVELOPING SIX COMMUNITY-LED MINI-PARKS. EXPANSION PLANS WILL CONNECT GREEN SPACES ACROSS EIGHT WEST AND SOUTHWEST PHILADELPHIA NEIGHBORHOODS. PENN MEDICINE IS REDUCING ITS ENVIRONMENTAL FOOTPRINT THROUGH ITS CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) WITH GOALS TO HALVE EMISSIONS BY 2030 AND ACHIEVE NET-ZERO BY 2042. ACTIONS INCLUDE INCREASING RENEWABLE ENERGY USE, PHASING OUT ENVIRONMENTALLY HARMFUL ANESTHETIC GASES, REDUCING SURGICAL WASTE, AND PROMOTING RECYCLING AND REUSE. FINALLY, PENN MEDICINE SEEKS OUT TARGETED PARTNERSHIPS WITH ORGANIZATIONS SUCH AS A HOME IS A RIGHT AND THE AMERICAN RED CROSS TO SUPPORT THIS COMMUNITY HEALTH NEED BY SUPPORTING EMERGENCY SHELTER, TRANSITIONAL HOUSING, AND WRAPAROUND SERVICES FOR VULNERABLE POPULATIONS ACROSS SOUTHEASTERN PENNSYLVANIA. YOUTH COMMUNITY HEALTH PRIORITIES THE 2025 CHNA IDENTIFIED YOUTH-FOCUSED PRIORITIES BASED ON INPUT FROM SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND YOUNG RESIDENTS THEMSELVES. YOUTH HIGHLIGHTED COMMUNITY STRENGTHS SUCH AS SUPPORTIVE RELATIONSHIPS AND ACCESS TO PARKS AND SCHOOLS, ALONGSIDE CHALLENGES INCLUDING BULLYING, GUN VIOLENCE, MENTAL HEALTH NEEDS, AND LIMITED ACCESS TO FOOD, SAFE TRANSPORTATION, AND QUALITY EDUCATION. THE YOUTH ALSO OFFERED SOLUTIONS, EMPHASIZING THE NEED FOR MENTAL HEALTH SUPPORT, SAFER NEIGHBORHOODS, STRONGER SCHOOLS, AND PROGRAMS THAT PREPARE THEM FOR FUTURE SUCCESS. THE BELOW PROGRAMS ARE SPONSORED BY PENN MEDICINE IN AN EFFORT TO RELIEVE THESE RESPECTIVE COMMUNITY NEEDS WITHIN OUR YOUTH COMMUNITIES: MENTAL HEALTH SERVICES: -HUP-CEDAR MENTAL HEALTH HUB IS A LICENSED CRISIS INTERVENTION FACILITY PROVIDING TRIAGE, EVALUATION, TREATMENT, AND SOCIAL SUPPORT FOR SERIOUS PSYCHIATRIC CONDITIONS AND SUBSTANCE USE, WITH SEAMLESS TRANSITIONS TO INPATIENT CARE. THE CO-LOCATION OF THE PENN MEDICINE CRISIS RESPONSE CENTER (CRC) WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S CRC AND CRISIS STABILIZATION UNIT AND INPATIENT HOSPITAL CARE ENABLE A SEAMLESS TRANSITION OF CARE FOR PATIENTS ACROSS THE AGE CONTINUUM, ELIMINATING THE WAIT TIME AND ADDITIONAL STEPS REQUIRED TO TRANSFER PATIENTS TO INPATIENT UNITS AT OTHER FACILITIES-A COMMON OCCURRENCE IN A CITY WHERE EMERGENCY PSYCHIATRIC RESOURCES REMAIN IN SHORT SUPPLY. -HALL-MERCER COMMUNITY MENTAL HEALTH CENTER, UNDER THE PENN MEDICINE UMBRELLA, PROVIDES OUTPATIENT EVALUATIONS AND TREATMENT FOR CHILDREN AND ADOLESCENTS, INCLUDING SPECIALTY PROGRAMS SUCH AS THE CONNECTION CLINIC, EARLY CHILDHOOD PROGRAM (AUTISM SUPPORT), PHIICAPS (TRAUMA-INFORMED HOME-BASED THERAPY), PHIIPATCH (ANXIETY/OCD SUPPORT), JCAPS (JUVENILE JUSTICE-FOCUSED THERAPY), AND PATCH (ANXIETY TREATMENT). -PENN INTEGRATED CARE (PIC) IS A COLLABORATIVE CARE MODEL INTEGRATING MENTAL AND PHYSICAL HEALTH IN PRIMARY CARE WITHIN OUR HEALTH SYSTEM. - OPERATED BY PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, THE WELLNESS CENTER AT WEST PHILADELPHIA HIGH SCHOOL PROVIDES BEHAVIORAL HEALTH ASSESSMENT, COUNSELING, MEDICATION MANAGEMENT, AND REFERRALS FOR STUDENTS. RESOURCE NAVIGATION: -PA NAVIGATE: ONLINE TOOL CONNECTING YOUTH TO COMMUNITY RESOURCES INCLUDING FOOD, SHELTER, AND TRANSPORTATION. BULLYING AND VIOLENCE PREVENTION: -OPERATED BY THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH'S CENTER FOR PUBLIC HEALTH AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIP IN 3 PARTNER WEST PHILADELPHIA SCHOOLS, THE HEALTH AND HUMAN DEVELOPMENT PROGRAM IS A SCHOOL-BASED CURRICULUM ADDRESSING BULLYING, HEALTHY RELATIONSHIPS, SEXUAL HEALTH, AND ONLINE SAFETY. - THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM (PTVRP) IS A HOSPITAL-BASED INTERVENTION FOR YOUTH INJURED BY VIOLENCE, PROVIDING TRAUMA-INFORMED CARE, PSYCHOSOCIAL SUPPORT, AND WRAPAROUND SERVICES INCLUDING HOUSING ASSISTANCE. PHYSICAL ACTIVITY & WELLNESS: -COMMUNITY PARTNERSHIPS FOR WELLNESS (CP4W): SCHOOL- AND COMMUNITY-BASED PREVENTIVE CARE, HEALTH EDUCATION, AND ACCESS TO ATHLETIC ACTIVITIES FOR YOUTH. PROVIDES SCHOOL-BASED HEALTH SERVICES, OVER 1,000 SPORTS PHYSICALS ANNUALLY, AND MOBILE CARE AT 20+ PARTNER SCHOOLS. YOUTH ENGAGEMENT & WORKFORCE DEVELOPMENT: -PUBLIC HEALTH PIPELINE PLUS (PHPP) AND PIPELINE PROGRAMS: SUMMER INTERNSHIPS, MENTORSHIP, AND HANDS-ON PUBLIC HEALTH EXPERIENCES FOR HIGH SCHOOL STUDENTS. -PENN MEDICINE PATHWAYS-EMERGING CAREERS AND PIPELINE PLUS: CAREER EXPOSURE, MENTORSHIP, AND TUITION BENEFITS FOR HIGH SCHOOL GRADUATES ENTERING HEALTH SYSTEM ROLES. -ASPIRE NURSE SCHOLARS PROGRAM: INTRODUCES HIGH SCHOOL STUDENTS TO NURSING CAREERS, WITH MENTORSHIP, STIPENDS, AND PATHWAYS TO COLLEGE AND HOSPITAL EMPLOYMENT. -PENN PRESBYTERIAN MEDICAL CENTER EMERGING CAREER PIPELINE: TRAINS LOCAL HIGH SCHOOL GRADUATES FOR HOSPITAL CAREERS, PROVIDING COACHING, TRAINING, AND MENTORSHIP. FOR MORE INFORMATION, PLEASE SEE PENN MEDICINE PHILADELPHIA COMMUNITY HEALTH IMPLEMENTATION PLAN, AVAILABLE TO DOWNLOAD VIA -HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES UPHS HOSPITALS OUTSIDE PHILADELPHIA PENN MEDICINE LANCASTER GENERAL HEALTH (LG HEALTH) IS A LARGE REGIONAL HEALTH SYSTEM WITH A COMPREHENSIVE NETWORK OF CARE ENCOMPASSING FOUR HOSPITALS, 22 OUTPATIENT CENTERS, AND MORE THAN 60 PRIMARY CARE, MEDICAL, AND SURGICAL SPECIALTY PRACTICES. LG HEALTH'S LEGACY OF COMMITMENT TO OUR COMMUNITY BEGAN IN 1893, WITH THE FOUNDING OF LANCASTER GENERAL HOSPITAL (LGH). TODAY OUR EMPLOYEES SERVE LANCASTER COUNTY AND THE SURROUNDING REGION WITH A MISSION TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. LG HEALTH OFFERS OUR REGION THE HIGHEST QUALITY OF CARE THROUGH COMPREHENSIVE SERVICES AND ADVANCED TECHNOLOGIES, WHILE MAINTAINING A PRIMARY FOCUS ON WELLNESS AND PREVENTION. OUR NINE MAJOR SERVICE LINES INCLUDE CARDIOVASCULAR; ORTHOPEDICS; CANCER; WOMEN'S HEALTH, DIGESTIVE HEALTH, GENERAL AND BARIATRIC SURGERY; PEDIATRICS; NEUROSCIENCES; BEHAVIORAL HEALTH; AND GENERAL MEDICINE. LG HEALTH'S COMMITMENT TO THE COMMUNITY EXTENDS BEYOND DELIVERING EXCEPTIONAL HEALTH CARE. WE ARE GOVERNED BY A VOLUNTEER BOARD OF LOCAL BUSINESS AND COMMUNITY LEADERS AND SUPPORTED BY PHILANTHROPIC INVESTMENTS FROM GENEROUS COMMUNITY MEMBERS THROUGH OUR LG HEALTH FOUNDATION. WE PARTNER WITH COMMUNITY ORGANIZATIONS ON SPECIFIC STRATEGIES AND PROGRAMS THAT PROMOTE HEALTH EQUITY AND IMPROVE OVERALL COMMUNITY HEALTH, WHICH INCLUDE INVESTING MORE THAN $50 MILLION OVER 10 YEARS TO REMOVE LEAD PAINT IN HOMES WITH YOUNG CHILDREN, AND INCREASING ACCESS TO HEALTHY FOOD AND NUTRITION EDUCATION. PENN MEDICINE PRINCETON HEALTH IS ONE OF THE MOST COMPREHENSIVE HEALTHCARE SYSTEMS IN NEW JERSEY, FEATURING A REGIONALLY RANKED HOSPITAL, INPATIENT AND OUTPATIENT BEHAVIORAL HEALTHCARE, IN-HOME NURSING, HOSPICE CARE, REHABILITATION, PRIMARY AND SPECIALTY PROVIDER PRACTICES, AMBULATORY SURGERY, AND WELLNESS SERVICES. AT PRINCETON HEALTH, OUR MEDICAL STAFF AND EMPLOYEES ARE DEDICATED TO ENSURING PATIENT SAFETY AND PROVIDING EXCEPTIONAL CARE EVERY DAY. PRINCETON HEALTH COMMUNITY WELLNESS DELIVERS CPR AND FIRST-AID TRAINING TO AREA HEALTHCARE PROFESSIONALS AS WELL AS A DYNAMIC CURRICULUM OF INNOVATIVE HEALTH- AND LIFESTYLE-RELATED PROGRAMS, SCREENINGS, AND SUPPORT SERVICES AT LITTLE OR NO COST TO COMMUNITY MEMBERS OF ALL AGES. COMMUNITY WELLNESS PROVIDES APPROXIMATELY 2,000 PROGRAMS, SERVING TENS OF THOUSANDS OF PEOPLE, EACH YEAR. CHESTER COUNTY HOSPITAL IS A 361-BED INPATIENT COMPLEX IN WEST CHESTER, PA. ITS OUTPATIENT SERVICES EXTEND TO SATELLITE LOCATIONS IN NEARBY EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE. CHARTERED IN 1892, THE HOSPITAL HAS SERVED CHESTER COUNTY AND ITS SURROUNDING COMMUNITIES FOR MORE THAN 130 YEARS. CURRENTLY, CHESTER COUNTY HOSPITAL OFFERS AN ARRAY OF INPATIENT AND OUTPATIENT MEDICAL AND SURGICAL SERVICES, INCLUDING INTERVENTIONAL HEART AND VASCULAR SERVICES, OPEN HEART SURGERY, ADVANCED SPINE SURGERY, GENERAL, ORTHOPAEDIC, AND ONCOLOGY SURGERY, ONCOLOGY, RADIATION ONCOLOGY, AND COMPREHENSIVE MATERNAL/INFANT HEALTH SERVICES. THE HOSPITAL ALSO OFFERS HOME HEALTH AND HOSPICE CARE; OCCUPATIONAL AND EMPLOYEE HEALTH CARE; PROFESSIONAL AND TECHNICAL EDUCATION; OUTPATIENT LABORATORY; RADIOLOGY AND PHYSICAL THERAPY SERVICES; PRENATAL CARE AND GYNECOLOGICAL CARE FOR ALL WOMEN, INCLUDING THE UNDERSERVED; AND CARDIOPULMONARY REHABILITATION.
FORM 990, PART III, LINE 4A & 4B (CONT.) TRUE TO ITS COMMITMENT TO PROVIDING WAYS FOR PEOPLE TO MAINTAIN A HEALTHY LIFE, CHESTER COUNTY HOSPITAL OFFERS A BROAD SCOPE OF HIGH-QUALITY HEALTH EDUCATION PROGRAMS TO THE COMMUNITY. PHYSICIAN LECTURES ALLOW PEOPLE TO MEET THE MEDICAL STAFF AND LEARN ABOUT IMPORTANT HEALTH CONCERNS. A WIDE VARIETY OF WELLNESS PROGRAMS AND SERVICES THAT ADDRESS SPECIFIC LIFE CYCLE NEEDS AND CHRONIC HEALTH CONDITIONS ARE ALSO REGULARLY AVAILABLE. CARDIOVASCULAR, CANCER, BLOOD PRESSURE, OSTEOPOROSIS, AND OTHER SCREENINGS ARE OFFERED THROUGHOUT THE YEAR TO HELP IDENTIFY RISKS AT AN EARLY STAGE. SUPPORT GROUPS OFFER INDIVIDUALS WITH SPECIFIC HEALTH CONDITIONS THE OPPORTUNITY TO SHARE THEIR EXPERIENCES WITH OTHERS AND LEARN FROM AN EXPERIENCED PROFESSIONAL ABOUT HOW TO MANAGE AND COPE WITH HEALTH PROBLEMS. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES AND HTTPS://WWW.PENNMEDICINE.ORG/NEWS/COMMUNITY-IMPACT. --------------------
FORM 990, PART IV, LINE 28 & FORM 990, SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. --------------------
FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PWC US TAX LLP ("PWC"), ON APPROXIMATELY MARCH 15TH OF THE FILING YEAR AND IS REVIEWED BY THE EXECUTIVE ASSOCIATE COMPTROLLER AND THEIR STAFF. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE EXECUTIVE ASSOCIATE COMPTROLLER AND THEIR STAFF TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO THE FILING DEADLINE. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES' WEBSITE FOR DISTRIBUTION AND REVIEWED BY ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. --------------------
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED, BUT NOT REQUIRED TO, COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (6) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ----------------------
FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND THEIR DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY) MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. --------------------
FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO THE PUBLIC GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE AT: HTTP://WWW.ARCHIVES.UPENN.EDU UNDER UNIVERSITY RECORDS CENTER. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS IS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICIES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT: HTTP://WWW.UPENN.EDU/OACP/ UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEBSITE AT: HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER FINANCIAL REPORTS. --------------------
FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS PENSION & OTHER POSTRETIREMENT PLAN ADJ. $102,424,000 ------------ TOTAL $102,424,000 --------------------
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
 
Employer identification number

23-1352685
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) UNIV OF PENN (HK) FND LIMITED
ROOM 8 7/F K WAH CENTRE
JAVA RD,HONG KONG  
HK
98-1062727 		CHARITY HK 8,324,624 123,336 TRUSTEES
 
(2) UNIV OF PENN USA FOUNDATION LTD
19 NORCOTT ROAD
LONDON,ENGLANDN167EJ
UK
98-0387770 		CHARITY UK 9,786,186 1,336,520 TRUSTEES
 
(3) TRUSTEES OF THE UNIV OF PENN LTD
244G ROOM 103 UB MAIN CAMPUS
GABORNE    
BC
EDUCATION BC 2,108,828 437,726 TRUSTEES
 






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)AFFILIA HOME HEALTH
1811 OLDE HOMESTEAD LANE

LANCASTER,PA17601
23-1352572 		HOME HEALTH PA 501(c)(3) 10 LG HEALTH
 
Yes
 
(2)CARL V S PATTERSON IRR
116 ALLEGHENY CENTER MAIL P8YB3502L

PITTSBURGH,PA15212
23-6415355 		SUPPORT TRUST PA 4947(A)(1) N/A NA
 
 
No
(3)CHESTER COUNTY HOSPITAL
701 E MARSHALL STREET

WEST CHESTER,PA19380
23-0469150 		HEALTHCARE PA 501(C)(3) 3 CCH&HS
 
Yes
 
(4)CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREET

WEST CHESTER,PA19380
26-4233321 		MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES
 
Yes
 
(5)CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FL

RADNOR,PA19087
23-2729852 		HEALTHCARE PA 501(c)(3) 10 TRUSTEES
 
Yes
 
(6)HAJOCA 3025 INC
3451 WALNUT STREET ROOM 737

PHILADELPHIA,PA19104
84-3379653 		SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES
 
Yes
 
(7)LANCASTER GENERAL HEALTH
555 NORTH DUKE STREET

LANCASTER,PA17602
23-2250941 		SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES
 
Yes
 
(8)LANCASTER GENERAL HEALTH COLUMBIA CENTER
306 NORTH 7TH STREET

COLUMBIA,PA17512
23-0485650 		FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL
 
Yes
 
(9)LANCASTER GENERAL HEALTH FOUNDATION
555 NORTH DUKE STREET

LANCASTER,PA17602
20-5767147 		FUNDRAISING PA 501(C)(3) 7 NA
 
 
No
(10)LANCASTER GENERAL HEALTH HOLDINGS
555 NORTH DUKE STREET

LANCASTER,PA17602
20-4943109 		HEALTHCARE PA 501(C)(3) 3 LG HEALTH
 
Yes
 
(11)LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREET

LANCASTER,PA17602
23-1365353 		HEALTHCARE PA 501(C)(3) 3 LG HEALTH
 
Yes
 
(12)LANCASTER GENERAL MEDICAL GROUP
1097 COMMERCIAL AVE

EAST PETERSBURG,PA17520
23-2777286 		HEALTHCARE PA 501(C)(3) 3 LG HEALTH
 
Yes
 
(13)MORRIS EST LYDIA T DECD TW
6325 S RAINBOW BLVD STE 300

LAS VEGAS,NV89118
23-6210940 		SUPPORT TRUST NV 501(C)(3) 12, III-FI NA
 
 
No
(14)NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREET

WEST CHESTER,PA19380
23-2324782 		NURSING PA 501(C)(3) 12, I CCH&HS
 
Yes
 
(15)NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREET

WEST CHESTER,PA19380
23-2324787 		HEALTH SRVCS PA 501(C)(3) 10 CCH&HS
 
Yes
 
(16)NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREET

WEST CHESTER,PA19380
23-1352243 		NURSING PA 501(C)(3) 7 CCH&HS
 
Yes
 
(17)OAP INC
3451 WALNUT STREET ROOM 748

PHILADELPHIA,PA19104
23-1986931 		SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES
 
Yes
 
(18)PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREET

PHILADELPHIA,PA19104
23-2422635 		HEALTHCARE PA 501(c)(3) 3 PMC
 
Yes
 
(19)PENN CLUB OF NEW YORK INC
30 WEST 44TH STREET

NEW YORK,NY10036
23-2726687 		CLUB NY 501(c)(7) N/A NA
 
 
No
(20)PENN PRAXIS INC
210 SOUTH 34TH STREET

PHILADELPHIA,PA19104
75-2974931 		SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES
 
Yes
 
(21)PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREET

PHILADELPHIA,PA19107
31-1538725 		HEALTHCARE PA 501(C)(3) 3 TRUSTEES
 
Yes
 
(22)PGH DEVELOPMENT CORP
426 CURIE BLVD

PHILADELPHIA,PA19104
23-2351015 		SUPPORT ORG PA 501(c)(3) 12, I NA
 
 
No
(23)PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREET

PHILADELPHIA,PA19104
23-2810852 		HEALTHCARE PA 501(c)(3) 3 TRUSTEES
 
Yes
 
(24)PRINCETON CAREGIVERS INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-2842773 		HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING
 
Yes
 
(25)PRINCETON HEALTHCARE AFFILIATED PHYS PC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
26-4203938 		HEALTHCARE NJ 501(C)(3) 10 PHCS HOLDING
 
Yes
 
(26)PRINCETON HEALTHCARE SYSTEM
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
21-0635009 		HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING
 
Yes
 
(27)PRINCETON HEALTHCARE SYSTEM FDN INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-2225911 		SUPPORT PHCS NJ 501(C)(3) 7 PHCS HOLDING
 
Yes
 
(28)PRINCETON HLTHCARE SYSTEM HOLDING INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-3493256 		SUPPORT ORG NJ 501(C)(3) 12, I TRUSTEES
 
Yes
 
(29)PRINCETON MEDICAL PROPERTIES INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-0022702 		REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING
 
Yes
 
(30)THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500E

PHILADELPHIA,PA19102
81-0550464 		BUS. TRUST PA 501(c)(3) 8 NA
 
 
No
(31)THE HEART GROUP OF LANCASTER GEN HEALTH
217 HARRISBURG AVENUE

LANCASTER,PA17603
30-0634510 		CARDIOLOGY PA 501(C)(3) 3 LG HEALTH
 
Yes
 
(32)THE LEONARD AND MADLYN ABRAMSON INST
421 CURIE BLVD 450 BRB II/III

PHILADELPHIA,PA19104
23-2929823 		MED RESEARCH PA 501(c)(3) 4 NA
 
 
No
(33)UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329

PHILADELPHIA,PA19104
23-3021159 		SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES
 
Yes
 
(34)UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREET

PHILADELPHIA,PA19104
23-6299508 		FAC. CLUB PA 501(c)(3) 12, I TRUSTEES
 
Yes
 
(35)UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731

PHILADELPHIA,PA19104
45-4985731 		SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES
 
Yes
 
(36)UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305

PHILADELPHIA,PA19104
04-3574136 		RETIRE TRUST PA 501(A) N/A TRUSTEES
 
Yes
 
(37)UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329

PHILADELPHIA,PA19104
23-2769744 		BENEFITS PA 501(c)(3) 12, I TRUSTEES
 
Yes
 
(38)WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300

BALA CYNWYD,PA19004
23-2152662 		HOSPICE CARE PA 501(c)(3) 10 TRUSTEES
 
Yes
 
(39)PENN MEDICINE-PMA
5 ATRIUM 3400 CIVIC CENTER BLVD

PHILADELPHIA,PA19104
86-3800365 		HEALTHCARE PA 501(c)(3) 10 CCA
 
Yes
 
(40)CLINICAL SPECIALTY ASSOCIATES
150 MONUMENT ROAD 4TH FL

BALA CYNWYD,PA19004
33-1617353 		HEALTHCARE PA 501(C)(3) PENDING TRUSTEES
 
Yes
 
(41)DOYLESTOWN HOSPITAL
595 WEST STATE STREET

DOYLESTOWN,PA18901
23-1352174 		HEALTHCARE PA 501(C)(3) 3 TRUSTEES
 
Yes
 
(42)DOYLESTOWN HEALTH FOUNDATION
595 WEST STATE STREET

DOYLESTOWN,PA18901
23-2368196 		FUNDRAISING PA 501(C)(3) 7 DH
 
Yes
 
(43)DOYLESTOWN HEALTH PHYSICIANS
595 WEST STATE STREET

DOYLESTOWN,PA18901
23-2368197 		HEALTHCARE PA 501(C)(3) 12, II DH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) PDCP 1740 FUND LP

311 S WACKER DRIVE SUITE 2620
CHICAGO,IL60601
32-0472404 		INVESTMENT IL TRUSTEES
  		EXCLUDED FROM TAX 28,918,420 264,054,822   No 0   No 100.000 %
(2) CYRUS 1740 FUND LP

65 E 55TH STREET 35TH FLOOR
NEW YORK,NY10022
82-1211542 		INVESTMENT NY TRUSTEES
  		EXCLUDED FROM TAX 3,054,545 44,571,785   No -21,734   No 97.173 %
(3) CYRUS 1740 MASTER FUND LP

89 NEXUS WAY
CAMANA BAY,GRKY1-9009
CJ
98-1361754 		INVESTMENT CJ NA
  		N/A         0   No  
(4) DVG 1740 FUND LP

ONE FAWCETT PLACE
GREENWICH,CT06830
80-0961539 		INVESTMENT CT TRUSTEES
  		EXCLUDED FROM TAX 56,009,165 67,750,416   No 0   No 98.557 %
(5) EAST MARSHALL STREET PARTNERSHIP LP

701 E MARSHALL STREET
WEST CHESTER,PA19380
23-2902742 		INVESTMENT PA NA
  		N/A         0   No  
(6) FERN HILL PARTNERSHIP III LP

701 E MARSHALL STREET
WEST CHESTER,PA19380
30-0409614 		RENTAL PA NA
  		N/A         0   No  
(7) FERN HILL LLC

701 E MARSHALL STREET
WEST CHESTER,PA19380
23-3005147 		RENTAL PA NA
  		N/A         0   No  
(8) GALLOPAVO LP

4215 WEST LOVERS LANE STE 100
DALLAS,TX75209
46-4621967 		INVESTMENT TX TRUSTEES
  		EXCLUDED FROM TAX 1,989,598 65,955,408   No -586,699   No 92.483 %
(9) JOG V C LIMITED PARTNERSHIP

STE 2370 440 2ND AVE SW
CALGARY,ALT2P5E9
CA
INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX 62,409 12,432,624   No 0   No 99.999 %
(10) JOG VI C LIMITED PARTNERSHIP

STE 2370 440 2ND AVE SW
CALGARY,ALT2P5E9
CA
INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX 1,272 17,119,422   No 0   No 100.000 %
(11) KINGSTOWN 1740 FUND LP

167 MADISON AVE ST 205 1033
NEW YORK,NY10016
84-3119908 		INVESTMENT NY TRUSTEES
  		EXCLUDED FROM TAX 17,571,046 63,045,703   No 0   No 100.000 %
(12) LANCASTER PET PARTNERSHIP LLP

PO BOX 4216
LANCASTER,PA17604
23-3102793 		MEDICAL SERVICES PA NA
  		N/A         0   No  
(13) LG HEALTH COMM CARE COLLAB II

555 NORTH DUKE STREET
LANCASTER,PA17602
82-3809581 		ACO PA NA
  		N/A         0   No  
(14) LG HEALTH COMMUNITY CARE COLLABORATIVE

555 NORTH DUKE STREET
LANCASTER,PA17602
45-5542179 		ACO PA NA
  		N/A         0   No  
(15) MRI GROUP LLP

PO BOX 4216
LANCASTER,PA17604
33-1011386 		MEDICAL SERVICES PA NA
  		N/A         0   No  
(16) NEIGHBRHD PRES & DEV FUND LP

240 NEW YORK DR STE 1
FORT WASHINGTON,PA19034
23-3037919 		RENTAL PA NA
  		N/A         0   No  
(17) OAKLANDS WAY MEDICAL BUILDING ASSOCIATES

701 E MARSHALL STREET
WEST CHESTER,PA19380
83-0490251 		RENTAL PA NA
  		N/A         0   No  
(18) SRP INVESTORS FUND A LP

2001 ROSS AVE SUITE 400
DALLAS,TX75201
61-1748291 		INVESTMENT TX TRUSTEES
  		EXCLUDED FROM TAX -3,626,526 94,029,277   No -1,343,137   No 88.616 %
(19) ST-TO RIBBIT OPPORTUNITY V LLC

364 UNIVERSITY AVENUE
PALO ALTO,CA94301
84-1814102 		INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX 0 16,512,050   No 0   No 62.264 %
(20) TURK'S HEAD SURGERY CENTER

915 OLD FERN HILL ROAD BLDG B STE
WEST CHESTER,PA19380
20-0184603 		MEDICAL SERVICES PA NA
  		N/A         0   No  
(21) UNIVERSA BLACK SWAN PROTECTION PROTOCOL

2601 S BAYSHORE DR SUITE 2030
MIAMI,FL33133
85-2143048 		INVESTMENT FL TRUSTEES
  		EXCLUDED FROM TAX 0 28,722,728   No 0   No 100.000 %
(22) AXIS UKA GP LLC

240 NEW YORK DRIVE SUITE 1
FORT WASHINGTON,PA19034
27-3617178 		INVESTMENT PA TRUSTEES
  		EXCLUDED FROM TAX -142 69,526   No 0 Yes   50.000 %
(23) LIFT RE PRTNRS FUND II LP

180 SUTTER STREET SUITE 400
SAN FRANCISCO,CA94104
84-4983190 		INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX -5,062,603 270,200,151   No 0   No 98.522 %
(24) BEXP II (PARALLEL) LP

5914 W COURTYARD DRIVE
AUSTIN,TX78730
87-3188834 		INVESTMENT TX TRUSTEES
  		EXCLUDED FROM TAX 27,768,543 124,724,588   No 2,149,652   No 57.172 %
(25) FORERUNNER BUILDERS F-G LP

ONE LETTERMAN DRIVE BLDG C SUITE
SAN FRANCISCO,CA94129
87-3427543 		INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX 0 11,592,000   No 0   No 100.000 %
(26) GCM CARRIAGE SPV LP

250 WEST 55TH STREET 36TH FLOOR
NEW YORK,NY10019
87-2075062 		INVESTMENT NY TRUSTEES
  		EXCLUDED FROM TAX 0 50,000,000   No 0   No 69.444 %
(27) INITIALIZED CBH SPV LLC

464 TEHAMA STREET
SAN FRANCISCO,CA94103
87-1123527 		INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX 0 2,981,031   No 0   No 51.546 %
(28) SAILINGSTONE GLOBAL NATURAL RESOURCES

100 WAUGH DRIVE SUITE 600
HOUSTON,TX77007
37-1770014 		INVESTMENT TX TRUSTEES
  		EXCLUDED FROM TAX 9,454,706 118,551,967   No 1,946,814   No 70.284 %
(29) AUSTIN 512 LP

5914 W COURTYARD DRIVE SUITE 340
AUSTIN,TX78730
92-1329561 		INVESTMENT TX TRUSTEES
  		EXCLUDED FROM TAX 29,098,842 14,599,437   No 0   No 63.641 %
(30) BLACKSTONE REAL ESTATE PARTNERS VIITE5

C/O THE BLACKSTONE GROUP 345 PARK A
NEW YORK,NY10154
80-0815880 		INVESTMENT NY TRUSTEES
  		EXCLUDED FROM TAX -39,953 2,860,182   No -600   No 49.531 %
(31) KEYFRAME 1740 FUND LP

65 E 55TH STREET 35TH FLOOR
NEW YORK,NY10022
88-3210105 		INVESTMENT NY TRUSTEES
  		EXCLUDED FROM TAX -2,643,938 72,485,338   No -124,024   No 91.591 %
(32) LIFT RE PRTNRS FUND III LP

180 SUTTER STREET SUITE 400
SAN FRANCISCO,CA94104
87-2869560 		INVESTMENT CA TRUSTEES
  		EXCLUDED FROM TAX -8,684,199 215,494,669   No 0   No 97.246 %
(33) NEUBERGER BERMAN HEDGED CRYPTOCURRENCY

1290 AVENUE OF THE AMERICAS 22ND F
NEW YORK,NY10104
87-1241085 		INVESTMENT NY TRUSTEES
  		EXCLUDED FROM TAX 13,012,085 29,704,292   No 0   No 43.300 %
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) ARCM 1740 LTD

27 HOSPITAL ROAD
  GRAND CAYMANKY1-9008
CJ
INVESTMENTS CJ TRUSTEES
  		C-CORP 0 81,441 100.000 % Yes  
(2) CLINICAL HEALTH CARE ASSOC OF NJ PC

250 KING OF PRUSSIA RD 4TH FL
RADNOR,PA19087
23-2865181 		PHYS MGMT PA CCA
  		C-CORP       Yes  
(3) DELANCEY CORPORATION

800 SPRUCE STREET
PHILADELPHIA,PA19106
23-2060159 		RENTAL PA PA HOSPITAL
  		C-CORP       Yes  
(4) FRANKLIN CASUALTY INSURANCE CO

PO BOX 530
BURLINGTON,VT05402
04-3378984 		INSURANCE VT TRUSTEES
  		C-CORP 558,547 41,395,036 100.000 % Yes  
(5) NAYA 1740 FUND LTD

PO BOX 309
UGLAND HOUSE,GRAND CAYMANKY1-1104
CJ
INVESTMENTS CJ TRUSTEES
  		C-CORP 54,811,390 468,840,416 100.000 % Yes  
(6) PENN MEDICINE LONDON LIMITED

VISTRA SUITE 2 FIRST FLOOR
TEMPLE BACK,BRISTOLBS1 6FL
UK
NETWORKING UK UPENN INT'L
  		LIMITED COMPANY       Yes  
(7) PENN WHARTON CONSULTING (BEIJING) CO LTD

UNIT 3106 LEVEL 31 YINTAI OFFICE C
BEIJING,CHAOYANG DISTTRIC10022
CH
BUS. CONSULTING CH UPENN INT'L
  		C-CORP       Yes  
(8) PHI PHARMACY INC

ONE PLAINSBORO ROAD
PLAINSBORO,NJ08536
22-3467899 		INACTIVE NJ PHCS HOLDING
  		C-CORP       Yes  
(9) PRINCETON HEALTH INC & SUBS

ONE PLAINSBORO ROAD
PLAINSBORO,NJ08536
22-3450093 		MEDICAL NJ PHCS HOLDING
  		C-CORP       Yes  
(10) QUAKER INSURANCE COMPANY LTD

VICTORIA STREET PO BOX HM 1826
VICTORIA HALL,HAMILTONHM HX
BD
30-0708282 		SELF-INSURANCE BD TRUSTEES
  		C-CORP 56,411,580 271,211,733 100.000 % Yes  
(11) THE PAM 1740 FUND LTD

PO BOX 309
GEORGE TOWN,GRAND CAYMANKYI-1104
CJ
INVESTMENTS CJ TRUSTEES
  		C-CORP 120,781,206 597,203,425 100.000 % Yes  
(12) TURK'S HEAD HEALTH SERVICES INC

701 E MARSHALL STREET
WEST CHESTER,PA19380
23-2329753 		MEDICAL SERVICES PA CCH&HS
  		C-CORP       Yes  
(13) UPENN HOSPITALITY INC

3401 WALNUT STREET SUITE 440A
PHILADELPHIA,PA19104
23-3076589 		INVESTMENTS PA TRUSTEES
  		C-CORP 13,321,333 33,835,286 100.000 % Yes  
(14) CYRUS 1740 FUND LTD

89 NEXUS WAY CAMANA BAY
  GRAND CAYMANKY1-9009
CJ
98-1361907 		INVESTMENTS CJ TRUSTEES
  		LIMITED COMPANY 25,039,531 161,034,552 100.000 % Yes  
(15) CLINICAL HEALTHCARE ASSOC OF NJ SP PC

150 MONUMENT ROAD FL 4TH
BALA CYNWYD,PA19004
33-1946468 		PHYS MGMT PA CCA
  		C-CORP       Yes  
(16) DH PHYSICIANS AMBULATORY SERVICES

595 WEST STATE STREET
DOYLESTOWN,PA18901
81-2885619 		MEDICAL SERVICES PA DHP
  		C-CORP       Yes  
(17) COVERED BRIDGE RECIP RISK RETENTION GRP

146 FAIRCHILD STREET STE 135
CHARLESTON,SC29492
87-1236417 		FINANCIAL VEHICLE SC DH
  		C-CORP       Yes  
(18) FRANKLIN HOLDINGS 1740 FUND LTD

PO BOX 309
GEORGE TOWN,GRAND CAYMANKYI-1104
CJ
INVESTMENTS CJ TRUSTEES
  		LIMITED COMPANY 0 0 100.000 % Yes  
(19) CHARITABLE REMAINDER TRUSTS (48)

 
 
N/A PA NA
  		REMAINDER TRUST         No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
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
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
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) CYRUS 1740 FUND LP

 B,C 27,964,108 FMV
(2) SRP INVESTORS FUND A

 B,C 29,507,503 FMV
(3) DVG 1740 FUND LP

 B,C 45,082,609 FMV
(4) GALLOPAVO LP

 C 14,653,695 FMV
(5) LIFT REAL ESTATE PARTNERS FUND II LP

 B,C 20,164,196 FMV
(6) JOG LIMITED PARTNERSHIP VC

 B.C 13,099,995 FMV
(7) JOG LIMITED PARTNERSHIP VIC

 B,C. 2,510,000 FMV
(8) KEYFRAME 1740 FUND

 B 15,505,353 FMV
(9) KINGSTOWN 1740 FUND

 C 17,000,000 FMV
(10) UNIVERSA BLACK SWAN PROTECTION LVIII LP

 B 24,300,000 FMV
(11) BEXP II (PARALLEL) LP

 B 29,888,483 FMV
(12) CYRUS 1740 FUND LTD

 B,C 16,116,072 FMV
(13) AUSTIN 512 LP

 C 40,628,523 FMV
(14) BLACKSTONE REAL ESTATE PARTNERS VIITE5 LP

 B,C 812,774 FMV
(15) LIFT REAL ESTATE PARTNERS FUND III LP

 B,C 32,528,726 FMV
(16) NEUBERGER BERMAN HEDGED CRYPTO

 C 10,000,000 FMV
(17) FRANKLIN CASUALTY INSURANCE CO

 R 61,274,107 FMV
(18) PENN PRAXIS

 O 813,521 FMV
(19) PENNSYLVANIA HOSPITAL OF UPHS

 R,S 687,000 FMV
(20) UPENN HOSPITALITY INC

 A 1,500,000 FMV
(21) PRESBYTERIAN MEDICAL CENTER

 K,O,P 113,620,493 FMV
(22) UPENN INTERNATIONAL

 B,L 459,985 FMV
(23) UPENN RETIREE BENEFITS TRUST

 B 37,673,633 FMV
(24) WISSAHICKON HOSPICE OF UPHS

 O,P,R 167,792 FMV
(25) LANCASTER GENERAL HOSPITAL

 O 492,157 FMV
(26) THE PAM 1740 FUND LTD

 B,C 50,508,561 FMV
(27) TRUSTEES OF THE UNIV OF PENN LTD

 R 1,936,656 FMV
(28) UNIV OF PENN USA FOUNDATION LTD

 R,S 9,156,037 FMV
(29) UNIV OF PENN (HK) FND LIMITED

 R,S 8,322,118 FMV
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PART IV, LINE 4 DETAIL OF LEGAL DOMICLES FOR CHARITABLE REMAINDER TRUSTS AS OF JUNE 30, 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") HELD INTERESTS IN 1 POOLED LIFE INCOME FUND IN PENNSYLVANIA, 1 CHARITABLE REMAINDER TRUST IN DELAWARE, 2 CHARITABLE REMAINDER TRUSTS IN FLORIDA, 1 CHARITABLE REMAINDER TRUST IN NEW YORK AND 43 CHARITABLE REMAINDER TRUSTS IN PENNSYLVANIA, WHERE THE UNIVERSITY HAD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN THE TRUSTS.
Schedule R (Form 990) (Rev. 1-2025)

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