PRINCETON UNIVERSITY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PRINCETON UNIVERSITY (EIN 21-0634501)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349306295
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T12:28:57-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Trustees of Princeton University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CONTROLLEROFFICE OF FIN&TRE | InCareOfNm |
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6092583080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARNEGIE CENTER Suite 445 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN AINSLIE | PersonNm |
| Person Title | VP-FINANCE/TREASURER | PersonTitleTxt |
| Phone | 6092583080 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC M MCNEIL | PreparerPersonNm |
| PTIN | P00460263 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER EISGRUBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NASSAU HALL | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,823,684,488 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRINCETON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1746 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | Princeton University is a private not-for-profit, nonsectarian institution of higher learning and a world-renowned research institution. | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 14572 | TotalEmployeeCnt |
| Total Volunteers | 15000 | TotalVolunteersCnt |
| Total Gross UBI | -$44,919,372 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$52,632,138 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $554,181,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $552,859,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $423,025,047 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $441,735,521 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,337,423,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,841,402,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $180,653,953 | PYOtherRevenueAmt |
| CY Other Revenue | $234,218,479 | CYOtherRevenueAmt |
| PY Total Revenue | $2,495,283,000 | PYTotalRevenueAmt |
| CY Total Revenue | $3,070,215,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $320,078,655 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $347,639,922 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $920,582,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $843,825,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $24,317,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $699,383,345 | PYOtherExpensesAmt |
| CY Other Expenses | $894,749,078 | CYOtherExpensesAmt |
| PY Total Expenses | $1,940,044,000 | PYTotalExpensesAmt |
| CY Total Expenses | $2,086,214,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $555,239,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $984,001,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,101,933,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,994,579,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,672,965,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,628,511,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,428,968,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,366,068,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RESEARCH, EDUCATION AND GENERAL - PRINCETON UNIVERSITY IS A PRIVATE NOT-FOR-PROFIT, NON-SECTARIAN INSTITUTION OF HIGHER LEARNING WITH APPROXIMATELY 5,400 UNDERGRADUATE AND 2,800 GRADUATE STUDENTS. 2,300 STUDENTS GRADUATED IN THE 2016-2017 ACADEMIC YEAR. AS A WORLD-RENOWNED RESEARCH UNIVERSITY, PRINCETON SEEKS TO ACHIEVE THE HIGHEST LEVELS OF DISTINCTION IN THE DISCOVERY AND TRANSMISSION OF KNOWLEDGE AND UNDERSTANDING. AT THE SAME TIME, PRINCETON IS DISTINCTIVE AMONG RESEARCH UNIVERSITIES IN ITS COMMITMENT TO UNDERGRADUATE TEACHING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $617,464,000 | ExpenseAmt |
| Grant | $244,598,000 | GrantAmt |
| Revenue | $353,296,000 | RevenueAmt |
| Desc | EDUCATION - Princeton University is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,400 undergraduate and 2,800 graduate students. 2,300 students graduated in the 2016-2017 academic year. As a world-renowned research university, Princeton seeks to achieve the highest levels of distinction in the discovery and transmission of knowledge and understanding. At the same time, Princeton is distinctive among research universities in its commitment to undergraduate teaching. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $730,268,000 | ExpenseAmt |
| Grant | $64,061,000 | GrantAmt |
| Revenue | $69,368,000 | RevenueAmt |
| Desc | RESEARCH-One of the world's great research centers,Princeton University is the site of pioneering work across all academic areas.Every member of the faculty is engaged in scholarly research; each year the members of the faculty publish more than 3,000 scholarly documents.In addition, graduate students and upperclass undergraduates pursue independent research.External sources funded 1,442 separate projects in 2016-17 as well as the Princeton Plasma Physics Lab.;there were 825 sponsored projects in the natural sciences,474 in engineering and applied science,124 in the humanities and social sciences,and 19 in other areas. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $90,459,000 | ExpenseAmt |
| Revenue | $87,340,000 | RevenueAmt |
| Desc | AUXILIARY ACTIVITIES-PRINCETON UNIVERSITY FURNISHES SERVICES TO THE CAMPUS COMMUNITY INCLUDING HOUSING, DINING, AND CONFERENCE AND EVENT SERVICES TO APPROXIMATELY 8,200 STUDENTS, 1,300 FACULTY, 5,400 STAFF, AS WELL AS THE PUBLIC. ONE OF PRINCETON'S DEFINING CHARACTERISTICS IS ITS SMALL, RESIDENTIAL COMMUNITY THAT OFFERS A WEALTH OF ACADEMIC, EXTRACURRICULAR AND CAMPUS LIFE OPPORTUNITIES FOR STUDENTS. NEARLY ALL OF THE UNIVERSITY'S UNDERGRADUATES AND 70 PERCENT OF GRADUATE STUDENTS LIVE ON CAMPUS. THE UNIVERSITY ALSO OFFERS A VARIETY OF HOUSING AND DINING PROGRAMS FOR FACULTY AND STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $234,814,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,728,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,548,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,673,005,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 10493 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14572 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | JE | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONTROLLEROFFICE OF FINTRE | PersonNm |
| Phone | 6092583080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARNEGIE CENTER | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Akinlawon Fiyinfoluwa | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Alvarez Jose B | ||||||||||
| trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BERG A SCOTT | ||||||||||
| TRUSTEE | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bjorklund Victoria B | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bradley Katherine | ||||||||||
| Trustee | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Chin Denny | ||||||||||
| Trustee | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTIE CHRISTOPHER j | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cohen Azza C | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Diekman John D | ||||||||||
| Trustee | 7.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Effron Blair W | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ford Henri R | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Forese Laura L | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fouche Lori Dickerson | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fraga Arminio | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gerken Heather K | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Gonzalez Yvonne Rogers | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Goodwin C Kim | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Haaga Jr Paul G | ||||||||||
| TRUSTEE | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hall Kathryn A | ||||||||||
| TRUSTEE | 12.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hammarskjold Philip U | ||||||||||
| Trustee | 12.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Henry Brent L | ||||||||||
| TRUSTEE | 9.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Hugin Robert J | ||||||||||
| TRUSTEE | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jackson Lisa P | ||||||||||
| TRUSTEE | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Julis Mitchell R | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kilmer Derek C | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Leach Steven D | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Lee Anthony HP | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Maeder Paul A | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Matharu Kanwal S | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Reilly Brian M | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Roberts Thomas S | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rosa Margarita | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sams Louise S | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sherrerd Anne C | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Smith Bradford L | ||||||||||
| Trustee | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Sohmen-Pao Doris L | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| wendell peter C | ||||||||||
| TRUSTEE | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WUDUNN SHERYL | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Yeh C James | ||||||||||
| TRUSTEE | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EISGRUBER CHRISTOPHER | ||||||||||
| PRESIDENT | 50.0 | 0.0 | Yes (X) | $876,296 | $0 | $116,462 | Yes (X) | |||
| AINSLIE CAROLYN | ||||||||||
| VP FOR FINANCE/TREASURER | 50.0 | 0.0 | $515,232 | $0 | $74,870 | Yes (X) | ||||
| Calhoun W Rochelle | ||||||||||
| V.P. for Campus Life | 50.0 | 0.0 | $316,487 | $0 | $55,611 | Yes (X) | ||||
| dominick james | ||||||||||
| VP FOR INFO. TECHNOLOGY & CIO | 50.0 | 0.0 | $420,356 | $0 | $59,878 | Yes (X) | ||||
| DURKEE ROBERT | ||||||||||
| VICE PRESIDENT & SECRETARY | 50.0 | 0.0 | $489,852 | $0 | $50,287 | Yes (X) | ||||
| GOLDEN ANDREW | ||||||||||
| PRESIDENT,P.U.INVESTMENT CO. | 50.0 | 0.0 | $3,187,574 | $0 | $2,362,119 | Yes (X) | ||||
| Heaney Kevin | ||||||||||
| Vice President for Advancement | 50.0 | 0.0 | $408,625 | $0 | $55,752 | Yes (X) | ||||
| KLAUS CHAD | ||||||||||
| VP FOR UNIVERSITY SERVICES | 50.0 | 0.0 | $327,663 | $0 | $51,151 | Yes (X) | ||||
| LEE DAVID | ||||||||||
| PROVOST | 50.0 | 0.0 | $612,721 | $0 | $52,251 | Yes (X) | ||||
| MCKAY MICHAEL | ||||||||||
| VP FOR FACILITIES THRU 1/1/17 | 50.0 | 0.0 | $405,310 | $0 | $55,218 | Yes (X) | ||||
| ROMERO RAMONA | ||||||||||
| General Counsel | 50.0 | 0.0 | $548,424 | $0 | $60,465 | Yes (X) | ||||
| SHROFF NILUFER | ||||||||||
| CHIEF AUDIT&COMPLIANCE OFFICER | 50.0 | 0.0 | $356,781 | $0 | $49,917 | Yes (X) | ||||
| SULLIVAN-CROWLEYLIANNE | ||||||||||
| VICE PRESIDENT OF HR | 50.0 | 0.0 | $366,963 | $0 | $57,265 | Yes (X) | ||||
| Whang KyuJung | ||||||||||
| VP Facilities as of 1/23/17 | 50.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAMS CHARLOTTE TREBY | ||||||||||
| Executive Vice President | 50.0 | 0.0 | $509,043 | $0 | $73,574 | Yes (X) | ||||
| DEBENEDETTI PABLO | ||||||||||
| DEAN FOR RESEARCH | 50.0 | 0.0 | $443,288 | $0 | $64,993 | Yes (X) | ||||
| Dolan Jill | ||||||||||
| DEAN OF THE COLLEGE | 50.0 | 0.0 | $387,678 | $0 | $49,279 | Yes (X) | ||||
| KULKARNI SANJEEV | ||||||||||
| DEAN OF THE GRADUATE SCHOOL | 50.0 | 0.0 | $347,341 | $1,000 | $71,140 | Yes (X) | ||||
| PRENTICE DEBORAH | ||||||||||
| DEAN OF THE FACULTY | 50.0 | 0.0 | $537,200 | $0 | $65,292 | Yes (X) | ||||
| Birmingham Jennifer | ||||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 0.0 | $926,923 | $0 | $514,585 | Yes (X) | ||||
| ERICKSON JONATHAN | ||||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 0.0 | $2,167,030 | $0 | $567,185 | Yes (X) | ||||
| KARNS EDWARD | ||||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 0.0 | $1,205,279 | $0 | $927,173 | Yes (X) | ||||
| Kim Tae Kyoon | ||||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 0.0 | $810,515 | $0 | $661,930 | Yes (X) | ||||
| millar james | ||||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 0.0 | $1,419,643 | $0 | $974,110 | Yes (X) | ||||
| WOOD ELIZABETH | ||||||||||
| FORMER VP FOR OFFICE OF DEVEL. | 50.0 | 0.0 | $376,172 | $0 | $62,169 | Yes (X) | ||||
| MCDONOUGH PETER | ||||||||||
| FORMER GENERAL COUNSEL | 0.0 | 0.0 | $420,201 | $0 | $16,475 | Yes (X) | ||||
| TILGHMAN SHIRLEY | ||||||||||
| PROFESSOR/FORMER PRESIDENT | 50.0 | 0.0 | $475,309 | $0 | $48,919 | Yes (X) | ||||
| DOBKIN DAVID | ||||||||||
| PROF/FMR DEAN OF THE FACULTY | 50.0 | 0.0 | $463,913 | $0 | $64,573 | Yes (X) | ||||
| MALKIEL NANCY WEISS | ||||||||||
| PROF/FORMER DEAN OF COLLEGE | 50.0 | 0.0 | $103,146 | $0 | $19,514 | Yes (X) | ||||
| RUSSEL WILLIAM | ||||||||||
| PROF/FMR DEAN OF GRAD. SCHOOL | 50.0 | 0.0 | $323,712 | $0 | $52,159 | Yes (X) | ||||
| SMITH STEWART AJ | ||||||||||
| Prof. Emeritus/Fmr Dean of Res | 50.0 | 0.0 | $410,319 | $0 | $57,000 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,158,996 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,391,316 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1689 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| First Transit Inc | ||||||||||
| 22192 Network Place | CHICAGO | IL | 60673 | Transportation | $3,963,953 | |||||
| Urban Strategies Inc | ||||||||||
| Consulting | $3,525,883 | 197 SPADINA AVENUE | TORONTO | 0 | CA | M5T 2CB | ||||
| JJ Staffing Resources | ||||||||||
| 1814 Marlton Pike East | CHERRY HILL | NJ | 08003 | Staffing Agency | $3,474,219 | |||||
| Simpson Thacher Bartlett LLP | ||||||||||
| 425 Lexington Avenue | NEW YORK | NY | 10017 | Legal Fees | $4,246,466 | |||||
| Archer Greiner PC | ||||||||||
| 33 East Euclid Avenue | HADDONFIELD | NJ | 08033 | Legal Fees | $2,831,084 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 763 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $321,886 | FundraisingAmt |
| Government Grants | $295,545,000 | GovernmentGrantsAmt |
| All Other Contributions | $256,992,114 | AllOtherContributionsAmt |
| Noncash Contributions | $38,323,659 | NoncashContributionsAmt |
| Total Contributions | $552,859,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $353,296,000 | $353,296,000 | |
| SALES AND SERVICES OF AUXILIARY ACTIVITIES | 900099 | $87,340,249 | $87,340,249 | |
| CONFERENCE/EVENT SERVICES | 812900 | $646,161 | $646,161 | |
| ADVERTISING | 511120 | $453,111 | $453,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $441,735,521 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,809,117,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$46,018,644 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,855,135,644 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,000 | TotalRevenueColumnAmt |
| Exclusion | $58,000 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,367,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,367,900 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,024,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,832,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,192,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,192,000 | TotalRevenueColumnAmt |
| Exclusion | $6,192,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,772,408,000 | SecuritiesAmt |
| Other | $7,322,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,739,543,000 | SecuritiesAmt |
| Other | $7,960,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,865,000 | SecuritiesAmt |
| Other | -$638,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,227,000 | TotalRevenueColumnAmt |
| Exclusion | $32,227,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,055 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $321,886 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $134,488 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$78,433 | TotalRevenueColumnAmt |
| Exclusion | -$78,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER REVENUE | 211110 | $49,570,012 | $10,548,000 | $39,022,012 |
| PAYMENTS FROM AFFILIATES | 525990 | $109,167,000 | $109,167,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $158,737,012 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,070,215,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $520,552,149 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$44,919,372 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,041,723,223 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,540,568 | TotalAmt |
| Program Services | $19,540,568 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,658,937 | TotalAmt |
| Program Services | $308,658,937 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,440,417 | TotalAmt |
| Program Services | $19,440,417 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,775,000 | TotalAmt |
| Program Services | $3,999,000 | ProgramServicesAmt |
| Management And General | $8,232,000 | ManagementAndGeneralAmt |
| Fundraising | $544,000 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,334,000 | TotalAmt |
| Program Services | $2,194,000 | ProgramServicesAmt |
| Fundraising | $140,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,977,000 | TotalAmt |
| Program Services | $576,649,000 | ProgramServicesAmt |
| Management And General | $78,650,000 | ManagementAndGeneralAmt |
| Fundraising | $14,678,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,190,000 | TotalAmt |
| Program Services | $51,974,000 | ProgramServicesAmt |
| Management And General | $5,626,000 | ManagementAndGeneralAmt |
| Fundraising | $1,590,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,144,000 | TotalAmt |
| Program Services | $51,507,000 | ProgramServicesAmt |
| Management And General | $5,117,000 | ManagementAndGeneralAmt |
| Fundraising | $1,520,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,405,000 | TotalAmt |
| Program Services | $36,357,000 | ProgramServicesAmt |
| Management And General | $3,936,000 | ManagementAndGeneralAmt |
| Fundraising | $1,112,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,000 | TotalAmt |
| Program Services | $881,000 | ProgramServicesAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,616,000 | TotalAmt |
| Program Services | $1,357,000 | ProgramServicesAmt |
| Management And General | $9,250,000 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
| Management And General | $1,238,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,000 | TotalAmt |
| Management And General | $63,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,000 | TotalAmt |
| Management And General | $1,650,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,316,000 | TotalAmt |
| Program Services | $36,660,000 | ProgramServicesAmt |
| Management And General | $6,975,000 | ManagementAndGeneralAmt |
| Fundraising | $681,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,954,000 | TotalAmt |
| Program Services | $5,893,000 | ProgramServicesAmt |
| Management And General | $1,476,000 | ManagementAndGeneralAmt |
| Fundraising | $585,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,836,000 | TotalAmt |
| Program Services | $100,748,000 | ProgramServicesAmt |
| Management And General | $3,259,000 | ManagementAndGeneralAmt |
| Fundraising | $829,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,526,000 | TotalAmt |
| Program Services | $17,834,000 | ProgramServicesAmt |
| Management And General | $13,241,000 | ManagementAndGeneralAmt |
| Fundraising | $451,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,027,000 | TotalAmt |
| Program Services | $22,027,000 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,902,000 | TotalAmt |
| Program Services | $58,418,000 | ProgramServicesAmt |
| Management And General | $1,238,000 | ManagementAndGeneralAmt |
| Fundraising | $246,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,566,000 | TotalAmt |
| Program Services | $20,284,000 | ProgramServicesAmt |
| Management And General | $1,483,000 | ManagementAndGeneralAmt |
| Fundraising | $799,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,521,000 | TotalAmt |
| Program Services | $6,855,000 | ProgramServicesAmt |
| Management And General | $497,000 | ManagementAndGeneralAmt |
| Fundraising | $169,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,765,000 | TotalAmt |
| Program Services | $136,893,000 | ProgramServicesAmt |
| Management And General | $11,857,000 | ManagementAndGeneralAmt |
| Fundraising | $15,000 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,994,000 | TotalAmt |
| Management And General | $222,994,000 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,542,000 | TotalAmt |
| Program Services | $151,790,000 | ProgramServicesAmt |
| Management And General | $6,317,000 | ManagementAndGeneralAmt |
| Fundraising | $435,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,162,000 | TotalAmt |
| Program Services | $3,080,000 | ProgramServicesAmt |
| Management And General | $69,000 | ManagementAndGeneralAmt |
| Fundraising | $13,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTS | $33,956,000 | $33,947,000 | $9,000 | |
| OTHER EXPENSES | $12,198,078 | $6,012,078 | $5,685,000 | $501,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,086,214,000 | TotalAmt |
| Program Services | $1,673,005,000 | ProgramServicesAmt |
| Management And General | $388,892,000 | ManagementAndGeneralAmt |
| Fundraising | $24,317,000 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,003,000 | BOYAmt |
| EOY | $14,981,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,404,000 | BOYAmt |
| EOY | $461,506,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,225,000 | BOYAmt |
| EOY | $282,569,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,044,000 | BOYAmt |
| EOY | $16,886,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,624,783 | BOYAmt |
| EOY | $3,613,525 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,552,217 | BOYAmt |
| EOY | $414,842,475 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,250,000 | BOYAmt |
| EOY | $4,665,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,792,000 | BOYAmt |
| EOY | $8,022,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,718,299,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,587,045,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,999,546,000 | BOYAmt |
| EOY | $4,131,254,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,091,679,000 | BOYAmt |
| EOY | $1,346,742,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,858,413,000 | BOYAmt |
| EOY | $22,309,498,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,101,933,000 | BOYAmt |
| EOY | $28,994,579,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,865,000 | BOYAmt |
| EOY | $91,682,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,895,000 | BOYAmt |
| EOY | $192,124,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,049,476,000 | BOYAmt |
| EOY | $2,100,563,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,078,000 | BOYAmt |
| EOY | $47,648,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,998,000 | BOYAmt |
| EOY | $1,489,177,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,653,000 | BOYAmt |
| EOY | $707,317,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,672,965,000 | BOYAmt |
| EOY | $4,628,511,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,456,790,000 | BOYAmt |
| EOY | $10,448,479,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,025,238,000 | BOYAmt |
| EOY | $11,880,851,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,946,940,000 | BOYAmt |
| EOY | $2,036,738,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,428,968,000 | BOYAmt |
| EOY | $24,366,068,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,101,933,000 | BOYAmt |
| EOY | $28,994,579,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $984,001,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $953,099,000 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $417,602,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465,156,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $505,260,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $554,181,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552,859,000 | CurrentTaxYearAmt |
| Total | $2,495,058,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $417,602,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465,156,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $505,260,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $554,181,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $552,859,000 | CurrentTaxYearAmt |
| Total | $2,495,058,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,495,058,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $313,865,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $335,498,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $299,004,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298,794,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,724,900 | CurrentTaxYearAmt |
| Total | $1,450,888,263 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,173,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,891,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,197,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,792,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,570,012 | CurrentTaxYearAmt |
| Total | $140,624,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,086,570,975 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,078,100,854 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61055 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60374 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $425,172 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $425,172 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $425,172 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $425,172 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,085,788,828 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $2,230,477,615 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,086,214,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $2,230,902,787 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $287,782 | CurrentYearMinus3Amt |
| Current Year Minus2 | $245,287 | CurrentYearMinus2Amt |
| Current Year Minus1 | $252,731 | CurrentYearMinus1Amt |
| Current Year | $425,172 | CurrentYearAmt |
| Total | $1,210,972 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Affiliated group list - Schedule C, Part II-A | FormAndLineReferenceDesc |
| Explanation | Trustees of Princeton University-Alumni Organizations and Classes 701 Carnegie Center, Princeton NJ 08540 22-2711242 Share of Expenses: 1,884,813 501(h)Election: NO Share of Excess Lobbying Expenditures: None Forrestal Agricultural Corporation 701 Carnegie Center, Princeton NJ 08540 36-3625291 Share of Expenses: 108,685,597 501(h)Election: NO Share of Excess Lobbying Expenditures: None Forrestal Investment Corporation 701 Carnegie Center, Princeton NJ 08540 22-2968912 Share of Expenses: 480,908 501(h)Election: NO Share of Excess Lobbying Expenditures: None Founding Fathers Papers, Inc. 701 Carnegie Center, Princeton NJ 08540 22-2365602 Share of Expenses: 1,056,076 501(h)Election: NO Share of Excess Lobbying Expenditures: None Princeton University Press 41 William Street, Princeton NJ 08540 21-0634483 Share of Expenses: 23,667,674 501(h)Election: NO Share of Excess Lobbying Expenditures: None Stanley J. Seeger Hellenic Fund 701 Carnegie Center, Princeton NJ 08540 22-2266810 Share of Expenses: 4,949,180 501(h)Election: NO Share of Excess Lobbying Expenditures: None The Research Collections and Preservation Consortium 701 Carnegie Center, Princeton NJ 08540 22-3751732 Share of Expenses: 3,964,539 501(h)Election: NO Share of Excess Lobbying Expenditures: None | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Vl EOY | $122,620 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | false | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | false | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $497,500 | RevenuesIncludedAmt |
| Assets Included | $249,427,428 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | DIGITAL COLLECTIONS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,529,991,000 | BeginningYearBalanceAmt |
| Contributions | $29,540,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,631,651,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $197,860,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $864,137,000 | OtherExpendituresAmt |
| Administrative Expenses | $21,828,000 | AdministrativeExpensesAmt |
| End Year Balance | $23,107,357,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,081,227,000 | BeginningYearBalanceAmt |
| Contributions | $208,646,000 | ContributionsAmt |
| Investment Earnings Or Losses | $156,391,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,927,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $711,383,000 | OtherExpendituresAmt |
| Administrative Expenses | $25,963,000 | AdministrativeExpensesAmt |
| End Year Balance | $21,529,991,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,364,964,000 | BeginningYearBalanceAmt |
| Contributions | $175,432,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,405,883,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $171,512,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $668,131,500 | OtherExpendituresAmt |
| Administrative Expenses | $25,408,000 | AdministrativeExpensesAmt |
| End Year Balance | $22,081,227,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,328,783,000 | BeginningYearBalanceAmt |
| Contributions | $210,421,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,648,181,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $166,802,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $630,082,000 | OtherExpendituresAmt |
| Administrative Expenses | $25,537,000 | AdministrativeExpensesAmt |
| End Year Balance | $20,364,964,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,068,576,000 | BeginningYearBalanceAmt |
| Contributions | $153,855,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,876,905,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $161,792,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $586,911,000 | OtherExpendituresAmt |
| Administrative Expenses | $21,850,000 | AdministrativeExpensesAmt |
| End Year Balance | $17,328,783,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.50000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $32,600,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $114,599,000 | OtherCostOrOtherBasisAmt |
| Book Value | $147,199,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,666,750,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,281,452,000 | DepreciationAmt |
| Book Value | $3,385,298,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $322,025,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,679,000 | DepreciationAmt |
| Book Value | $165,346,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $582,325,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,914,000 | DepreciationAmt |
| Book Value | $433,411,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,131,254,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS LTD. PARTNERSHIPS | $21,874,857,000 | F |
| BOND PROCEED AWAITING DRAWDOWN | $214,951,000 | F |
| PLANNED GIVING INVESTMENTS | $173,350,000 | F |
| OTHER SECURITIES | $46,340,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,309,498,000 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEP HELD IN CUSTODY FOR OTHERS | $126,514,000 |
| LIAB.-PLANNED GIVING ARRANGEME | $94,447,000 |
| FEDERAL LOAN PROGRAMS | $4,769,000 |
| POST RETIREMENT BENEFITS | $481,587,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $707,317,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILIAR ASSETS | Schedule D, Part III, Line 4 The primary mission of Princeton University Art Museum ("PUAM") is to effectively support and enhance the university's goals of teaching, research, and service. The museum does this through the study, preservation, conservation, exhibition, and development of its collections. Through direct and sustained access to original works of art, and by collaborating with faculty, students, and staff from the Department of Art and Archaeology and many other disciplines, the museum contributes to the development of critical thinking and visual literacy at Princeton. As one of the finest cultural resources in the state of New Jersey, the museum also has a clear commitment to serve the local community, the region, and beyond. The museum makes its collections and exhibitions accessible to a wide public. All audiences are encouraged to participate in PUAM's principal activities through specific programs and outreach initiatives. Scholarly exhibitions, publications, symposia, and an active loan program extend the museum's reach to a national and international audience, assuring its continuing vitality and active participation in the university's primary commitment to advance and impart knowledge. The Department of Rare Books and Special Collections, located in the Harvey S. Firestone Library and the Seeley G. Mudd Manuscript Library, is one of the premier repositories of its kind. Its holdings span five millennia and five continents, and include around 200,000 rare or significant printed works; 30,000 linear feet of textual materials, ranging from cuneiform tablets to contemporary manuscripts; a collection of prints, drawings, photographs, maps, coins, and other visual materials; the Cotsen Children's Library; and the Princeton University Archives. These collections support scholarship, research, faculty and students, and help further the overall mission of the university. |
| ENDOWMENT FUNDS | SCHEDULE D, PART V, QUESTION 4 Endowment funds are designated by donors or the university to support schools or departments of the University, often for specific purposes such as professorships, research, faculty support, scholarships and fellowships, athletics, library and art museum, building construction, and other specific purposes. |
| FASB INTERPRETATION NO. 48 | SCHEDULE D, PART X, LINE 2 ASC 740, INCOME TAXES, PRESCRIBES THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION MUST MEET IN CONNECTION WITH ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY AN ENTITY BEFORE BEING MEASURED AND RECOGNIZED IN THE FINANCIAL STATEMENTS. THE UNIVERSITY CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF ASC 740, AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE UNIVERSITY'S FINANCIAL STATEMENTS. THE UNIVERSITY IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME. THE UNIVERSITY FILES U.S. FEDERAL AND VARIOUS STATE AND LOCAL TAX RETURNS. THE STATUTE OF LIMITATIONS ON THE UNIVERSITY'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED JUNE 30, 2014, THROUGH THE PRESENT. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NONDISCRIMINATORY POLICY | Schedule E, Part I, Line 3 PRINCETON UNIVERSITY DOES NOT HAVE A STUDENT SOLICITATION PROGRAM. INDIVIDUALS WHO REQUEST INFORMATION ABOUT UNDERGRADUATE ADMISSION RECEIVE A COPY OF THE ADMISSION "VIEWBOOKCAN DOWNLOAD THE MATERIALS ONLINE. GRADUATE ADMISSION INFORMATION CAN BE VIEWED ON THE GRADUATE SCHOOL WEBSITE. ALL INCOMING FRESHMEN RECEIVE A COPY OF "RIGHTS, RULES, RESPONSIBILITES" IN THE MAIL DURING THE SUMMER BEFORE THEY MATRICULATE. ALL OTHER STUDENTS RECEIVE THIS PUBLICATION AT FALL REGISTRATION. THE CURRENT EDITIONS OF THESE PUBLICATIONS, ALONG WITH THE UNDERGRADUATE AND GRADUATE SCHOOL WEBSITES, CONTAIN THE UNIVERSITY'S POLICY REGARDING EQUAL OPPORTUNITY UNDER THE HEADING "NONDISCRIMINATION STATEMENT". |
| FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY | Schedule E, Part I, Line 6a THE UNIVERSITY RECEIVES SIGNIFICANT RESEARCH GRANT FUNDS FROM THE FEDERAL GOVERNMENT. THIS AMOUNT IS INCLUDED IN FORM 990, PART 1, LINE 8. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 20 | Program Services | RES,EDU,TRAVEL,CONSULT | $47,536 | |
| East Asia and the Pacific | 390 | Program Services | RES,EDU,TRAVEL,CONSULT | $2,454,794 | 2 |
| Europe (Including Iceland and Greenland) | 2590 | Program Services | RES,EDU,TRAVEL,CONSULT | $12,299,093 | 6 |
| Middle East and North Africa | 130 | Program Services | RES,EDU,TRAVEL,CONSULT | $673,740 | |
| North America | 320 | Program Services | RES,EDU,TRAVEL,CONSULT | $1,637,007 | |
| Russia and the Newly Independent States | 60 | Program Services | RES,EDU,TRAVEL,CONSULT | $199,132 | |
| South America | 140 | Program Services | RES,EDU,TRAVEL,CONSULT | $1,019,146 | |
| South Asia | 50 | Program Services | RES,EDU,TRAVEL,CONSULT | $143,220 | |
| Sub-Saharan Africa | 180 | Program Services | RES,EDU,TRAVEL,CONSULT | $966,749 | 1 |
| Central America and the Caribbean | Investments | $6,717,358,395 | |||
| North America | Investments | $245,718,816 | |||
| East Asia and the Pacific | Investments | $345,176,789 | |||
| Europe (Including Iceland and Greenland) | Investments | $390,467,247 | |||
| Sub-Saharan Africa | Investments | $687,239,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 9 | SubtotalOfficesCnt |
| Subtotal Employees | 3880 | SubtotalEmployeesCnt |
| Total Office | 9 | TotalOfficeCnt |
| Total Employee | 3880 | TotalEmployeeCnt |
| Subtotal Spent | $8,405,401,146 | SubtotalSpentAmt |
| Total Spent | $8,405,401,146 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| East Asia and the Pacific | RES/EDU/TRAV | $934,202 | Check | N/A | N/A |
| Europe (Including Iceland and Greenland) | RES/EDU/TRAV/CONSULT | $6,672,740 | CHECK | N/A | N/A |
| Middle East and North Africa | RES/EDU/TRAVEL/CONSULT | $355,710 | CHECK | N/A | N/A |
| North America | RES/EDU/TRAVEL/CONSULT | $1,152,444 | CHECK | N/A | N/A |
| Russia and the Newly Independent States | RES/EDU/TRAV/CONSUL | $40,177 | CHECK | N/A | N/A |
| South America | RES/EDU/TRAV/CONSUL | $679,505 | CHECK | N/A | N/A |
| South Asia | RES/EDU/TRAV/CONSUL | $25,650 | CHECK | N/A | N/A |
| Sub-Saharan Africa | RES/EDU/TRAV/CONSUL | $525,294 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 172 | Total501c3OrgCnt |
| Total Other Org | 245 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP/FELLOWSHIP | Central America and the Caribbean | 10 | $47,536 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | East Asia and the Pacific | 210 | $1,520,592 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Europe (Including Iceland and Greenland) | 1150 | $5,626,353 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Middle East and North Africa | 70 | $318,030 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | North America | 510 | $484,563 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Russia and the Newly Independent States | 30 | $158,955 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | South America | 50 | $339,641 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | South Asia | 50 | $117,570 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Sub-Saharan Africa | 60 | $441,455 | CREDIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | SCHEDULE F, PART I, QUESTION 2 The University provides the necessary institutional review and approval which is required prior to the awarding of grant funds outside the U.S. Grant awards are not authorized for projects that have not been properly approved by the University. The Office of Research and Project Administration (ORPA) provides guidance on export controls, foreign travel voucher policies, approval verifications, foreign travel checklists, and Federal Aviation Administration waiver checklists. ORPA completes the restricted party screening process for payments to foreign organizations and individuals. The University also maintains a travel registration database which informs users of potentially relevant export control laws and similar concerns when they register for travel to particular destinations. In order to monitor and ensure appropriate use of non-U.S. grant funds, the University analyzes all project results and prepares financial reports that are reviewed at both the program and central office levels. |
| BEST AVAILABLE INFORMATION FOR TOTAL EXPENDITURES, | NUMBER OF EMPLOYEES/AGENTS/INDEPENDENT CONTRACTORS IN REGION, AND NUMBER OF RECIPIENTS Schedule F, Part I, Part II, and Part III The University accounts for all foreign expendtures on the organization financial statements in accordance with generally accepted accounting principles. Activities outside the United States have been identified on a reasonable efforts basis where such activities were not tracked separately under the university's current accounting procedures. These reasonable efforts included reviews of financial records, interviews with University personnel, review of the University's website and publications, etc. Expenditures by region in Part I, Column (F) are based on actual expenditures where available under current accounting procedures. The estimate for Part I line 3 column(c) and Part III column (c) is based on historical surveys of employees/agents/contractors engaged in activities outside the U.S. and the average expenditures per person in each region. ACTIVITIES CONDUCTED IN REGION SCHEDULE F, PART I, QUESTION 3 Pursuant to IRS guidance, Part I, Line 3, column D detail for each type of activity conducted outside the United States for each region is shown on a separate line. Part I, Line 3, column E Program Services include research, education, travel, consulting, conferences, workshops, fellowship research, and study abroad programs. |
| Sub-awards | Schedule F, Part II In furtherance of its research activities, Princeton University makes sub-awards to other foreign institutions that perform research in connection with research grants awarded to Princeton University. Princeton University does not categorize these sub-awards as "foreign activities" for Form 990, Schedule F reporting, since the foreign recipient organizations perform research services for the University and are considered independent contractors which serve the direct needs of the University. |
| Best available information for total number of tax-exempt recipient | organizations and other organizations Schedule F, Part II, Lines 2 & 3 Both the total number of recipient organizations listed above that are recognized as charities by the foreign country, as well as the total number of other organizations or entities have been identified on a reasonable efforts basis where such organizations were not tracked separately under the Universitys current accounting procedures. These reasonable efforts included reviews of University financial records and historical surveys of past recipient organizations engaged in activities outside the U.S. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PUAM GALA | Event1Nm |
| Gross Receipts Event1 | $377,941 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $321,886 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,055 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $75,136 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,047 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $55,305 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $377,941 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $321,886 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,055 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $75,136 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,047 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,305 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $134,488 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$78,433 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| PRINCETON FIRST AID AND RESCUE SQUAD | ||||||||||
| PO BOX 529 | PRINCETON | NJ | 085420529 | 237140015 | 501 (C)(3) | $535,000 | CONTRIBUTION | |||
| PRINCETON FIRE DEPARTMENT | ||||||||||
| 400 witherspoon street | PRINCETON | NJ | 08540 | 300746654 | GOVERNMENT | $520,000 | CONTRIBUTION | |||
| STONY BROOK MILLSTONE WATERSHED | ||||||||||
| 31 TITUS MILL RD | PENNINGTON | NJ | 08534 | 210649717 | 501 (C)(3) | $15,000 | CONTRIBUTION | |||
| UNITED WAY OF GREATER MERCER COUNTY | ||||||||||
| 3131 PRINCETON PIKE | LAWRENCEVILLE | NJ | 08648 | 210683073 | 501 (c)(3) | $17,721 | CONTRIBUTION | |||
| WEST WINDSOR TOWNSHIP | ||||||||||
| 271 CLARKSVILLE ROAD | WEST WINDSOR | NJ | 08550 | 216001354 | GOVERNMENT | $57,638 | CONTRIBUTION | |||
| PRINCETON | ||||||||||
| 400 Witherspoon Street | Princeton | NJ | 08540 | 300746654 | GOVERNMENT | $3,084,723 | CONTRIBUTION | |||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 116107128 | 501(C)(3) | $285,797 | CONTRIBUTION | |||
| PU CLASS OF 1969 COMMUNITY SERVICE FUND | ||||||||||
| PO BOX 261 | PRINCETON | NJ | 08542 | 223436451 | 501(C)(3) | $87,101 | CONTRIBUTION | |||
| ROBERTSON FOUNDATION FOR GOVERNMENT INC | ||||||||||
| 14255 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | 204630877 | 501(C)(3) | $10,812,500 | CONTRIBUTION | |||
| PRINCETON HEALTHCARE SYSTEM | ||||||||||
| 253 WITHERSPOON STREET | PRINCETON | NJ | 08540 | 210635009 | 501(C)(3) | $20,000 | CONTRIBUTION | |||
| BARNARD COLLEGE | ||||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | 131628149 | 501(C)(3) | $20,853 | CONTRIBUTION | |||
| climate central inc | ||||||||||
| 1 Palmer Sq Ste 330 | Princeton | NJ | 08542 | 261797336 | 501(c)(3) | $195,854 | contribution | |||
| Triangle Club of Princeton University | ||||||||||
| 91 University Place | Princeton | NJ | 08540 | 210846217 | 501(c)(3) | $72,466 | contribution | |||
| PRINCETON PUBLIC LIBRARY FOUNDATION | ||||||||||
| 65 WITHERSPOON ST | PRINCETON | NJ | 08542 | 223494366 | 501(C)(3) | $8,500 | CONTRIBUTION | |||
| GREATER TRENTON INC | ||||||||||
| 102 BARRACKS ST | TRENTON | NJ | 08608 | 261307260 | 501(C)(3) | $50,000 | CONTRIBUTION | |||
| Historic Morven Inc | ||||||||||
| 55 Stockton Street | Princeton | NJ | 08540 | 222817982 | 501(c)(3) | $40,000 | Contribution | |||
| New Jersey Symphony Orchestra | ||||||||||
| 60 Park Place | Newark | NJ | 07102 | 221559422 | 501(c)(3) | $10,000 | Contribution | |||
| MARY JOHN GOREE LAS ANIMAS CTY SCHOLARSHIP FOUND | ||||||||||
| 1899 WYNKOOP STREET | DENVER | CO | 80202 | 275026539 | 501(C)(3) | $434,119 | CONTRIBUTION | |||
| THE WILDERNESS SOCIETY | ||||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | 530167933 | 501(C)(3) | $98,733 | CONTRIBUTION | |||
| THE PETEY GREENE PROGRAM INC | ||||||||||
| 9 MERCER STREET | PRINCETON | NJ | 08540 | 300499760 | 501(C)(3) | $391,141 | CONTRIBUTION | |||
| mccarter theatre company | ||||||||||
| 91 UNIVERSITY PLACE | PRINCETON | NJ | 08540 | 210724198 | 501(C)(3) | $432,767 | CONTRIBUTION | |||
| LEADERSHIP ENTERPRISE FOR A DIVERSE AMERICA | ||||||||||
| 501 SEVENTH AVE | NEW YORK | NY | 10018 | 331071771 | 501 (C)(3) | $982,089 | CONTRIBUTION | |||
| LEADERSHIP ENTERPRISE FOR A DIVERSE AMERICA | ||||||||||
| 501 SEVENTH AVE | NEW YORK | NY | 10018 | 331071771 | 501 (C)(3) | CONTRIBUTION | $702,715 | FMV | CONFERENCE SERVICES | |
| ADVANTAGE TESTING FOUNDATION | ||||||||||
| 210 E 86TH ST STE 601 | NEW YORK | NY | 10028 | 208379593 | 501 (C)(3) | $190,045 | CONTRIBUTION | |||
| COUNTY OF MERCER | ||||||||||
| 640 SOUTH BROAD STREET | TRENTON | NJ | 08650 | 216000856 | GOVERNMENT | $250,000 | CONTRIBUTION | |||
| CHARITYWATER | ||||||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | 223936753 | 501 (C)(3) | $16,000 | CONTRIBUTION | |||
| EVERY MOTHER COUNTS | ||||||||||
| 180 VARICK STREET | NEW YORK | NY | 10014 | 454102644 | 501 (C)(3) | $14,500 | CONTRIBUTION | |||
| INSTITUTE FOR ADVANCED STUDY | ||||||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | 210634988 | 501 (C)(3) | $20,000 | CONTRIBUTION | |||
| THE KINGS COLLEGE | ||||||||||
| 56 BROADWAY | NEW YORK | NY | 10004 | 131810448 | 501 (C)(3) | $12,500 | CONTRIBUTION | |||
| MERCER STREET FRIENDS CENTER | ||||||||||
| 151 MERCER STREET | TRENTON | NJ | 08611 | 210733990 | 501 (C)(3) | $10,000 | CONTRIBUTION | |||
| PERIOD INC | ||||||||||
| 1028 SE WATER AVE | PORTLAND | OR | 97214 | 472438066 | 501 (C)(3) | $9,000 | CONTRIBUTION | |||
| PRINCETON YMCA YWCA CORPORATION | ||||||||||
| 59 PAUL ROBESON PLACE | PRINCETON | NJ | 08540 | 510233934 | 501 (C)(3) | $25,300 | CONTRIBUTION | |||
| RELATIONSHIPS FIRST INC | ||||||||||
| 3102 OAK LAWN SUITE 550 | DALLAS | TX | 75219 | 464118574 | 501 (C)(3) | $100,000 | CONTRIBUTION | |||
| UWA UNITED WITH AFRICA INC | ||||||||||
| 448 WALNUT LANE | PRINCETON | NJ | 08540 | 753049481 | 501 (C)(3) | $10,500 | CONTRIBUTION | |||
| WOMANSPACE INC | ||||||||||
| 1530 BRUNSWICK AVE | LAWRENCEVILLE | NJ | 08648 | 222172522 | 501 (C)(3) | $8,006 | CONTRIBUTION | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNDERGRADUATE STUDENTS-SCHOLARSHIPS FOR TUITION | 4879 | $138,815,619 |
| UNDERGRADUATE STUDENTS-SCHOLARSHIPS NON-TUITION | 1167 | $7,612,738 |
| GRADUATE STUDENTS-FELLOWSHIPS FOR TUITION | 2576 | $104,951,402 |
| GRADUATE STUDENTS-FELLOWSHIPS FOR NON-TUITION | 1886 | $57,279,178 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RECORDS MAINTAINED FOR GRANTS OR ASSISTANCE | SCHEDULE I, PART I, LINE 2 The University has agreements with various government agencies regarding annual contributions. Also, Each year the University makes numerous small contributions to community organizations. THE UNIVERSITY'S Department of Community and Regional Affairs reviews requests from local non-profits, and looks to provide program support for organizations in the Princeton area who provide important services and resources to the community. All Contributions are evaluated to assure that they support the Princeton community at large. The University's Pace Center for Civic Engagement provides grants and support efforts by students, faculty, staff, and alumni to identify and address issues of public concern, to be actively engaged citizens, and to practice effective public leadership for the purpose of building stronger communities and societies throughout the world. THE UNDERGRADUATE FINANCIAL AID DEPARTMENT MAINTAINS THE RECORDS RELATED TO THE UNDERGRADUATE NEED-BASED GRANTS. THE PROCEDURE IS AS FOLLOWS: THE STUDENTS APPLY ANNUALLY FOR GRANTS BASED ON THEIR FAMILIES' FINANCIAL CIRCUMSTANCES. EACH APPLICATION IS THEN REVIEWED TO DETERMINE THE AMOUNT OF GRANT THAT IS NEEDED. THE GRANTS ARE PROVIDED FROM APPROPRIATE SOURCES AND APPLIED TO EACH STUDENT'S PRINCETON BILL FOR TUITION, FEES, ROOM, BOARD AND OTHER CHARGES. At the time of admission, graduate student fellowships are awarded on the basis of a combination of academic merit and financial need. All students must remain in good academic standing in order to receive funding. Students in certain programs receive research grants after their first year of study, While other students receive fellowships for the duration of their program. Graduate student fellowships are funded through a combination of university resources including endowment, general university funds, and/or departmental resources. |
| Sub-awards | Schedule I, Part II In furtherance of its research activities, Princeton University makes sub-awards to other institutions that perform research in connection with research grants awarded to Princeton University. Princeton University does not categorize these sub-awards as "grants and other 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, 2017, Princeton University made sub-award payments to 154 recipient organizations totaling $33,956,735. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AINSLIE CAROLYN | ||||||||||||||
| VP FOR FINANCE/TREASURER | $473,894 | $0 | $0 | $0 | $41,338 | $0 | $32,996 | $0 | $41,874 | $0 | $590,102 | $0 | $0 | $0 |
| Birmingham Jennifer | ||||||||||||||
| MANAGING DIRECTOR OF PRINCO | $499,470 | $0 | $384,089 | $0 | $43,364 | $0 | $489,103 | $0 | $25,482 | $0 | $1,441,508 | $0 | $12,133 | $0 |
| Calhoun W Rochelle | ||||||||||||||
| V.P. for Campus Life | $307,464 | $0 | $0 | $0 | $9,023 | $0 | $32,996 | $0 | $22,615 | $0 | $372,098 | $0 | $0 | $0 |
| DEBENEDETTI PABLO | ||||||||||||||
| DEAN FOR RESEARCH | $377,537 | $0 | $0 | $0 | $65,751 | $0 | $32,996 | $0 | $31,997 | $0 | $508,281 | $0 | $0 | $0 |
| Dolan Jill | ||||||||||||||
| DEAN OF THE COLLEGE | $353,634 | $0 | $0 | $0 | $34,044 | $0 | $32,996 | $0 | $16,283 | $0 | $436,957 | $0 | $0 | $0 |
| dominick james | ||||||||||||||
| VP FOR INFO. TECHNOLOGY & CIO | $395,051 | $0 | $0 | $0 | $25,305 | $0 | $32,996 | $0 | $26,882 | $0 | $480,234 | $0 | $0 | $0 |
| DURKEE ROBERT | ||||||||||||||
| VICE PRESIDENT & SECRETARY | $421,014 | $0 | $0 | $0 | $68,838 | $0 | $32,996 | $0 | $17,291 | $0 | $540,139 | $0 | $0 | $0 |
| EISGRUBER CHRISTOPHER | ||||||||||||||
| PRESIDENT | $793,724 | $0 | $0 | $0 | $82,572 | $0 | $32,996 | $0 | $83,466 | $0 | $992,758 | $0 | $0 | $0 |
| ERICKSON JONATHAN | ||||||||||||||
| MANAGING DIRECTOR OF PRINCO | $591,602 | $0 | $1,516,746 | $0 | $58,682 | $0 | $542,996 | $0 | $24,189 | $0 | $2,734,215 | $0 | $1,006,746 | $0 |
| GOLDEN ANDREW | ||||||||||||||
| PRESIDENT,P.U.INVESTMENT CO. | $891,174 | $0 | $2,198,828 | $0 | $97,572 | $0 | $2,314,002 | $0 | $48,117 | $0 | $5,549,693 | $0 | $1,415,072 | $0 |
| Heaney Kevin | ||||||||||||||
| Vice President for Advancement | $385,640 | $0 | $0 | $0 | $22,985 | $0 | $32,996 | $0 | $22,755 | $0 | $464,376 | $0 | $0 | $0 |
| KARNS EDWARD | ||||||||||||||
| MANAGING DIRECTOR OF PRINCO | $457,051 | $0 | $717,276 | $0 | $30,952 | $0 | $899,871 | $0 | $27,302 | $0 | $2,132,452 | $0 | $0 | $0 |
| Kim Tae Kyoon | ||||||||||||||
| MANAGING DIRECTOR OF PRINCO | $342,604 | $0 | $450,474 | $0 | $17,437 | $0 | $639,946 | $0 | $21,984 | $0 | $1,472,445 | $0 | $0 | $0 |
| KLAUS CHAD | ||||||||||||||
| VP FOR UNIVERSITY SERVICES | $315,984 | $0 | $0 | $0 | $11,679 | $0 | $32,996 | $0 | $18,155 | $0 | $378,814 | $0 | $0 | $0 |
| KULKARNI SANJEEV | ||||||||||||||
| DEAN OF THE GRADUATE SCHOOL | $334,935 | $0 | $0 | $0 | $12,406 | $1,000 | $32,996 | $0 | $38,144 | $0 | $418,481 | $1,000 | $0 | $0 |
| LEE DAVID | ||||||||||||||
| PROVOST | $562,880 | $0 | $0 | $0 | $49,841 | $0 | $32,996 | $0 | $19,255 | $0 | $664,972 | $0 | $0 | $0 |
| MCKAY MICHAEL | ||||||||||||||
| VP FOR FACILITIES THRU 1/1/17 | $348,507 | $0 | $0 | $0 | $56,803 | $0 | $32,996 | $0 | $22,222 | $0 | $460,528 | $0 | $0 | $0 |
| millar james | ||||||||||||||
| MANAGING DIRECTOR OF PRINCO | $504,924 | $0 | $875,084 | $0 | $39,635 | $0 | $948,246 | $0 | $25,864 | $0 | $2,393,753 | $0 | $397,970 | $0 |
| PRENTICE DEBORAH | ||||||||||||||
| DEAN OF THE FACULTY | $487,846 | $0 | $0 | $0 | $49,354 | $0 | $32,996 | $0 | $32,296 | $0 | $602,492 | $0 | $0 | $0 |
| ROMERO RAMONA | ||||||||||||||
| General Counsel | $502,126 | $0 | $0 | $0 | $46,298 | $0 | $32,996 | $0 | $27,469 | $0 | $608,889 | $0 | $0 | $0 |
| SHROFF NILUFER | ||||||||||||||
| CHIEF AUDIT&COMPLIANCE OFFICER | $343,125 | $0 | $0 | $0 | $13,656 | $0 | $32,996 | $0 | $16,921 | $0 | $406,698 | $0 | $0 | $0 |
| SULLIVAN-CROWLEYLIANNE | ||||||||||||||
| VICE PRESIDENT OF HR | $346,094 | $0 | $0 | $0 | $20,869 | $0 | $32,996 | $0 | $24,269 | $0 | $424,228 | $0 | $0 | $0 |
| WILLIAMS CHARLOTTE TREBY | ||||||||||||||
| Executive Vice President | $475,190 | $0 | $0 | $0 | $33,853 | $0 | $32,996 | $0 | $40,578 | $0 | $582,617 | $0 | $0 | $0 |
| WOOD ELIZABETH | ||||||||||||||
| FORMER VP FOR OFFICE OF DEVEL. | $221,388 | $0 | $0 | $0 | $154,784 | $0 | $32,996 | $0 | $29,173 | $0 | $438,341 | $0 | $0 | $0 |
| DOBKIN DAVID | ||||||||||||||
| PROF/FMR DEAN OF THE FACULTY | $349,424 | $0 | $0 | $0 | $114,489 | $0 | $32,996 | $0 | $31,577 | $0 | $528,486 | $0 | $0 | $0 |
| MALKIEL NANCY WEISS | ||||||||||||||
| PROF/FORMER DEAN OF COLLEGE | $102,495 | $0 | $0 | $0 | $651 | $0 | $9,849 | $0 | $9,665 | $0 | $122,660 | $0 | $0 | $0 |
| MCDONOUGH PETER | ||||||||||||||
| FORMER GENERAL COUNSEL | $0 | $0 | $0 | $0 | $420,201 | $0 | $0 | $0 | $16,475 | $0 | $436,676 | $0 | $0 | $0 |
| RUSSEL WILLIAM | ||||||||||||||
| PROF/FMR DEAN OF GRAD. SCHOOL | $313,860 | $0 | $0 | $0 | $9,852 | $0 | $32,996 | $0 | $19,163 | $0 | $375,871 | $0 | $0 | $0 |
| SMITH STEWART AJ | ||||||||||||||
| Prof. Emeritus/Fmr Dean of Res | $389,370 | $0 | $0 | $0 | $20,949 | $0 | $32,996 | $0 | $24,004 | $0 | $467,319 | $0 | $0 | $0 |
| TILGHMAN SHIRLEY | ||||||||||||||
| PROFESSOR/FORMER PRESIDENT | $356,988 | $0 | $0 | $0 | $118,321 | $0 | $32,996 | $0 | $15,923 | $0 | $524,228 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| RELEVANT INFORMATION REGARDING TRAVEL, HOUSING & PERSONAL SERVICES | SCHEDULE J, PART I, LINE 1A Under the University expense guidelines, Employees may travel at fares other than coach class for special health or other business reasons as approved by the Executive VP or the Dean of the Faculty or, in the case of the president, by the compensation committee. Spousal/partner travel is permissible in rare instances when the presence of a spouse/partner is required by the University to further an institutional business purpose as approved by the Executive VP or the Dean of the Faculty. The University may provide tax gross-up payments under certain circumstances as approved by the compensation committee, president, provost, executive vice president, vice president for human resources, or the dean of the faculty. The University does not provide tax indemnifications. The University requires its president and dean of the graduate school to live in its official university residences for the university's convenience and as a condition of employment. The University employs staff to support business events at the official residences. Severance Payments Schedule J, Part I, Line 4a and Part II, Column B (III) Peter McDonough received a severance payment as part of a leadership transition. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B The President and the Managing Directors of Princeton University Investment Company, a University department, participated in and received compensation from nonqualified unfunded 457(f) incentive compensation plans which provide for the deferral of compensation (which amount can increase or decrease substantially depending on the performance of certain market benchmarks), until such compensation is no longer subject to a substantial risk of forfeiture. NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 The President and the Managing Directors of Princeton University Investment Company, a University department, received incentive compensation from the University based on investment results relative to various benchmark indices, peer group performance and a discretionary factor. |
| PRIOR YEAR COMPENSATION | SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN COLUMN (F) ONLY REFLECT COMPENSATION REPORTED IN COLUMN (B) THAT WAS REPORTED AS DEFERRED COMPENSATION ON PRIOR YEAR RETURNS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Jersey Educational Facilities Authority | ||||||||
| A | 221829511 | 64605LGG7 | 2003-10-23 | $125,451,946 | Fin Adv Refund of Var Notes | Yes (true) | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| B | 221829511 | 646065JB9 | 2007-06-19 | $330,156,288 | Funds-Maint,Equip,Constr & Ref Not | false | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| C | 221829511 | 646065GY2 | 2007-06-19 | $68,538,881 | Fin Adv Refund & Defeasance of O/S | Yes (true) | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| D | 221829511 | 646065VL3 | 2008-09-25 | $254,564,399 | Funds-Maint,Equip,Constr&Pay Issua | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $92,815,000 | $116,230,000 | $125,451,946 | $0 | $0 | $0 | $289,672 | $0 | $0 | $0 | $0 | $0 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | |
| B | $65,125,000 | $0 | $351,448,118 | $0 | $12,666,896 | $0 | $793,000 | $0 | $0 | $337,998,222 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2010 |
| C | $12,025,000 | $66,100,000 | $68,538,881 | $0 | $0 | $19,846,569 | $133,888 | $0 | $0 | $0 | $0 | $0 | false | Yes (true) | Yes (true) | Yes (true) | |
| D | $40,820,000 | $0 | $258,892,375 | $0 | $12,000,000 | $0 | $810,619 | $0 | $0 | $246,081,756 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2010 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||||||
| B | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||
| A | Yes (true) | false | false | false | 0 | false | Yes (true) | |||||
| 0 | ||||||||||||
| B | false | false | false | Yes (true) | citigroup financial | false | Yes (true) | false | Yes (true) | false | 2.2 | Yes (true) |
| 0 | ||||||||||||
| C | false | false | false | false | 0 | false | Yes (true) | false | false | Yes (true) | ||
| 0 | ||||||||||||
| D | false | false | false | false | 0 | false | Yes (true) | false | Yes (true) | false | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DIFFERENCE BETWEEN PROCEEDS AND ISSUE PRICE | SCHEDULE K, PART II, LINE 3 FOR CUSIP NUMBERS 646065JB9, 646065VL3, 646065E32, 646065Z21, 6460657Z9, AND 646066P79, THE DIFFRENCE BETWEEN THE TOTAL PROCEEDS AND THE ISSUE PRICE IS DUE TO INVESTMENT EARNINGS INCLUDED IN TOTAL PROCEEDS. |
| YEAR OF SUBSTANTIAL COMPLETION | SCHEDULE K, PART II, LINE 13 FOR CUSIP NUMBERS 646066P79 AND 646066S50, THE FINANCED PROJECTS WERE NOT SUBSTANTIALLY COMPLETE AS OF THE TAX YEAR END. FOR CUSIP NUMBERS 64605LGG7, 646065GY2, 646065WX6, AND 646066HR4, THE BONDS WERE REFUNDING ISSUES, AND HENCE, THE YEAR OF COMPLETION OF THE FINANCED PROJECTS IS NOT APPLICABLE. |
| PRIVATE BUSINESS USE | SCHEDULE K, PART III IN ACCORDANCE WITH THE IRS INSTRUCTIONS, PART III FOR CUSIP NUMBER 64605LGG7 IS NOT COMPLETED SINCE THE BONDS WERE ISSUED ENTIRELY FOR THE PURPOSE OF REFUNDING PRE - 1/1/2003 BOND ISSUES. |
| ENGAGEMENT OF BOND COUNSEL | SCHEDULE K, PART III, LINE 3D THE UNIVERSITY ENGAGED BOND COUNSEL THROUGH THE NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY, THE CONDUIT ISSUER OF THE BONDS, AND ALSO ENGAGED ITS INTERNAL OFFICE OF GENERAL COUNSEL TO REVIEW CONTRACTS AND AGREEMENTS RELATING TO THE FINANCED PROPERTY. |
| REBATE DUE | SCHEDULE K, PART IV, LINE 2C FOR CUSIP NUMBERS 646065GY2 AND 646065WX6, THE NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY, THE CONDUIT ISSUER OF THE BONDS, MONITORED DEBT SERVICE AT 6/30/17 TO DETERMINE IF REBATE WAS DUE. FOR CUSIP NUMBERS 646065JB9, 646065VL3, 646065E32, 646065Z21, 6460657Z9, 646066HR4, 646066JQ4, 646066p79, 646066S50, AND 646066RS1, NO CALCULATION WAS PERFORMED BECAUSE THE TWO YEAR EXCEPTION WAS MET. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Jersey Educational Facilities Authority | ||||||||
| A | 221829511 | 646065WX6 | 2008-11-05 | $215,736,061 | Fin Refund & Defeasance of O/S Not | Yes (true) | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| B | 221829511 | 646065E32 | 2010-01-28 | $262,164,806 | Funds-Maint,Equip,Constr&Pay Issua | false | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| C | 221829511 | 646065Z21 | 2011-07-06 | $266,360,210 | Funds-Maint,Equip,Constr&Pay Issua | false | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| D | 221829511 | 6460657Z9 | 2014-01-16 | $219,254,544 | Funds-RefundCP,Maint,Equip,Constr& | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $118,870,000 | $214,650,000 | $215,736,061 | $0 | $0 | $0 | $936,426 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $29,425,000 | $0 | $262,532,815 | $0 | $0 | $0 | $961,995 | $0 | $0 | $261,570,820 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2012 |
| C | $23,195,000 | $0 | $266,506,666 | $0 | $0 | $0 | $1,067,500 | $0 | $0 | $265,439,166 | $0 | $0 | false | false | false | Yes (true) | 2012 |
| D | $5,275,000 | $0 | $219,253,044 | $0 | $0 | $0 | $220,000 | $0 | $0 | $219,033,044 | $0 | $0 | false | false | false | Yes (true) | 2014 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Jersey Educational Facilities Authority | ||||||||
| A | 221829511 | 646066HR4 | 2015-05-15 | $187,083,313 | Fin Current Refund&Defeasance of O | Yes (true) | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| B | 221829511 | 646066JQ4 | 2015-05-15 | $169,793,154 | Funds-Refund CP, Maint,Equip,Const | false | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| C | 221829511 | 646066RS1 | 2016-04-05 | $278,301,862 | REF CP,MAINT,EQ,CON,CU REF DEF,NOT | Yes (true) | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| D | 221829511 | 64606R7M0 | 2012-07-02 | $0 | Commerical Paper Notes - Fin Const | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,120,000 | $186,905,000 | $191,489,902 | $0 | $0 | $0 | $171,545 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $2,725,000 | $0 | $169,793,154 | $0 | $0 | $0 | $159,000 | $0 | $0 | $169,633,981 | $0 | $0 | false | false | false | Yes (true) | 2016 |
| C | $1,930,000 | $146,615,000 | $281,586,510 | $0 | $0 | $0 | $277,268 | $0 | $0 | $131,539,458 | $146,615,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2017 |
| D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| New Jersey Educational Facilities Authority | ||||||||
| A | 221829511 | 646066P79 | 2017-04-04 | $395,919,758 | FIN CURRENT/ADV REFUND&DEFEASANCE | false | false | false |
| New Jersey Educational Facilities Authority | ||||||||
| B | 221829511 | 646066S50 | 2017-04-04 | $162,455,632 | FUNDS-MAINT,EQUIP,CONSTR&PAY ISSUA | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $388,750,000 | $400,623,366 | $0 | $0 | $0 | $658,162 | $0 | $0 | $0 | $388,750,000 | $0 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $162,455,632 | $0 | $0 | $0 | $291,410 | $0 | $0 | $73,439,538 | $0 | $88,724,685 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Calhoun W Rochelle | |||||||
| Officer | Mortgage | Yes (X) | $445,993 | $444,973 | false | false | Yes (true) |
| Dolan Jill | |||||||
| Key Employee | Recruitment Loan | Yes (X) | $150,000 | $30,000 | false | false | Yes (true) |
| Dolan Jill | |||||||
| Key Employee | Mortgage | Yes (X) | $257,667 | $231,915 | false | false | Yes (true) |
| dominick james | |||||||
| Officer | mortgage | Yes (X) | $476,028 | $449,606 | false | false | Yes (true) |
| KLAUS CHAD | |||||||
| Officer | MORTGAGE | Yes (X) | $474,835 | $407,435 | false | false | Yes (true) |
| Heaney Kevin | |||||||
| Officer | Mortgage | Yes (X) | $713,475 | $696,806 | false | false | Yes (true) |
| Romero Ramona | |||||||
| Officer | Mortgage | Yes (X) | $880,000 | $855,232 | false | false | Yes (true) |
| Tilghman Shirley | |||||||
| Former Officer | Mortgage | Yes (X) | $417,000 | $383,987 | false | false | Yes (true) |
| Officer FERPA | |||||||
| Officer | Parent Loan | Yes (X) | $160,000 | $113,571 | false | false | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,613,525 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOT REQUIRED | PersonNm |
| Cash Grant | $23,053 | CashGrantAmt |
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | EDUCATION | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHRISTINA LEE | |||
| SPOUSE OF OFFICER | $97,150 | COMPENSATION AS AN EMPLOYEE | false |
| STACY WOLF | |||
| SPOUSE OF KEY EMPLOYEE | $181,770 | COMPENSATION AS AN EMPLOYEE | false |
| JEREMY IAN ADELMAN | |||
| SPOUSE OF KEY EMPLOYEE | $285,585 | COMPENSATION AS AN EMPLOYEE | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Loans to and/or from interested persons | FormAndLineReferenceDesc |
| Explanation | Schedule L, Part II In accordance with a mortgage loan program, the University provides home financing assistance on residential properties in the area surrounding the University to eligible employees, including officers and key employees, under the authority of resolutions adopted by the Committee on Finance of the Board of Trustees. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $497,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,773,408 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1016 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,920,683 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Computer Equipment | 3 | $102,613 | SEE PART II |
| Yes (X) | Miscellaneous | 2 | $29,455 | SEE PART II |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 26 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | NUMBER OF CONTRIBUTIONS | FormAndLineReferenceDesc |
| Explanation | Schedule M, PART I, COLUMN B AMOUNT REPRESENTS THE NUMBER OF INDIVIDUAL TRANSACTIONS OF NON-CASH CONTRIBUTIONS RECEIVED. TYPE OF PROPERTY Schedule M, PART I, LINES 1,4,& 25 METHOD OF DETERMINING REVENUES FOR ART WORK, BOOKS & PUBLICATIONS, AND OTHER (COMPUTER Equipment & Miscellaneous) ARE BASED ON APPRAISAL AND OTHER VALUATION METHODS. SECURITIES Schedule M, PART I, LINE 12 SECURITIES-MISCELLANEOUS INCLUDES BOTH MARKETABLE AND NON-MARKETABLE SECURITIES. REVENUES FOR MARKETABLE SECURITY CONTRIBUTIONS ARE VALUED BASED ON QUOTED MARKET PRICES. REVENUES FOR NON-MARKETABLE SECURITY CONTRIBUTIONS ARE VALUED BASED ON DISCOUNTED CASH FLOW AND OTHER VALUATION APPROACHES. USE OF THIRD PARTIES Schedule M, PART I, QUESTION 32B BROKERS ARE USED TO SELL CONTRIBUTED SECURITIES. THE ORGANIZATION DOES NOT USE THIRD PARTIES TO SOLICIT NONCASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OTHER PROGRAM SERVICES | PART III, LINE 4D INCLUDES ACADEMIC SUPPORT ACTIVITIES SUCH AS ACADEMIC ADMINISTRATION, RESEARCH ADMINISTRATION, AND THE PRINCETON UNIVERSITY ART MUSEUM; STUDENT SERVICES SUCH AS ADMISSION, FINANCIAL AID, REGISTRAR, CAREER SERVICES, HEALTH SERVICES AND ATHLETICS; AND PUBLIC SERVICE. |
| GOVERNING BODY | PART VI, SECTION A, QUESTION 7A The Princeton University Board of Trustees consists of 40 MEMBERS. Thirteen members are Alumni Trustees who are elected by the alumni members of the University and serve four-year terms. Four Alumni Trustees are elected by the junior and senior classes and the two most recently graduated undergraduate classes. Nine of these alumni trustees are elected through an alumni-wide election overseen by the Committee to Nominate Alumni Trustees. Alumni trustees have the same rights and powers as other trustees. |
| FORM 990 PROVIDED TO ORGANIZATIONS GOVERNING BODY | PART VI, SECTION B, LINE 11a The Form 990 is prepared by the University's Office of Finance & Treasury and is reviewed by management. The Schedule J compensation information is reviewed by the Compensation Committee and the entire Form 990 is reviewed by the Audit & Compliance Committee at a meeting prior to its filing with the IRS. A draft copy of the form, along with supplementary information, is provided in electronic form to the committees in advance of the meetings, and the draft is revised subsequently, as necessary. The full Board of Trustees is provided access to the final draft form prior to the filing date, allowing sufficient time for review. |
| Conflict of Interest Policy | Part VI, Section B, Line 12c On an annual basis, all trustees are provided with a copy of the conflict of interest policy for trustees and a statement of compliance affirmation which they are required to sign and return to the office of the Vice President and Secretary. Where questions arise about potential conflicts of interest or the possible perception of such conflicts, the policy requires that those issues be brought to the chair of the trustee committee on compensation for resolution. On an annual basis, the vice president of human resources, the dean of the faculty, and the director of the Princeton Plasma Physics Laboratory ("PPPL") are responsible for ensuring compliance with the University's conflict of interest policies by all employees hired through their respective units. All office heads, managers of departments, programs, centers, and institutes, and academic department chairs are reminded of their obligation to ensure compliance in their functional areas. All employees are required to review the conflict of interest policies, which are provided to them online, and to complete a disclosure form acknowledging that they have reviewed the policies and requiring that any conflicts or potential conflicts be disclosed. All disclosed conflicts are reviewed by the applicable office head, manager or department chair, and then brought to the respective vice president of human resources, the dean of the faculty, or the director of the PPPL for further review and resolution. Conflict disclosure forms completed by officers are reviewed by the president of the University and by the compensation committee of the board of trustees; the president's disclosure form is reviewed by the compensation committee of the board of trustees, and disclosed conflicts, if any, are appropriately resolved. |
| DETERMINATION OF COMPENSATION | PART VI, SECTION B, QUESTIONS 15a & 15b THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MEETS EVERY SPRING TO SET THE PRESIDENT'S COMPENSATION AND THE COMPENSATION LEVELS FOR CERTAIN CORPORATE OFFICERS AND TO REVIEW THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE HAS AN INDEPENDENT COMPENSATION CONSULTANT WHO PROVIDES ALL OF THE COMPARABILITY DATA FOR THE PRESIDENT'S POSITION. WITH THIS INFORMATION, THE COMMITTEE THEN DETERMINES THE PRESIDENT'S COMPENSATION. THE HUMAN RESOURCES DEPARTMENT PROVIDES THE COMMITTEE WITH MARKET COMPARABILITY DATA FOR THE REMAINING OFFICERS AND KEY EMPLOYEES. THE COMMITTEE DISCUSSES AND REVIEWS THE RECOMMENDED COMPENSATION OF SUCH INDIVIDUALS WITH THE PRESIDENT. THE SECRETARY TO THE COMMITTEE TAKES NOTES DURING THE MEETINGS AND WRITES THE MINUTES REFLECTING THE REVIEW, DELIBERATION AND DECISION PROCESSES. |
| FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC | PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH PRINCETON UNIVERSITY'S WEBSITE. |
| AVERAGE HOURS PER WEEK | PART VII, SECTION A, COLUMN B Certain officers of the Trustees of Princeton University also serve on the boards of related organizations: Stanley J. Seeger Hellenic Fund, Forrestal Investment Corporation, Princeton Charitable Foundation Limited, Princeton University Press, and Forrestal Agricultural Corporation. The average hours per week that these officers devote to the related organizations during the year is less than one hour a week or month. |
| UNRESTRICTED NET ASSETS | PART X, LINE 27 Included in Line 27, Unrestricted net assets, is a non-controlling interest of $191,424,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCETON CHARITABLE FOUNDATION LIMITED | ||||||||||||
| 19 OLD BAILEY LONDON EC4M 7EG | UK | 980591811 | CHARITY | UK | $3,135,420 | $596,585 | PRINCETON U | |||||
| PRINCETON INTERNATIONAL LLC | ||||||||||||
| 462973166 | Programs | $266,119 | $272,091 | Princeton U | 701 Carnegie Center | Princeton | NJ | 08540 | DE | |||
| Forrestal LLC | ||||||||||||
| 464991582 | Holding | $19,522 | $3,130,214 | Princeton U | 701 Carnegie Center | Princeton | NJ | 08540 | DE | |||
| MTP HOLDINGS LLC | ||||||||||||
| 472275689 | HOLDING | $1,004,351 | $1,074,315 | PRINCETON U | 18113 ALLISON SQ | WEST WINDSOR | NJ | 08550 | NJ | |||
| Princeton in Athens LLC | ||||||||||||
| 813650537 | Programs | $0 | $101,253 | Princeton U | 701 Carnegie Center | Princeton | NJ | 08540 | DE | |||
| Witherspoon NLV LLC | ||||||||||||
| 821783629 | Holding | $0 | $0 | PRINCETON U | 22 Chambers St Suite 300 | Princeton | NJ | 08542 | DE | |||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FORRESTAL INVESTMENT CORPORATION | |||||||||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | 222968912 | HOLDING CO. | NJ | 501(c)(2) | N/A | PRINCETON U | Yes (true) | |||||
| STANLEY J SEEGER HELLENIC FUND | |||||||||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | 222266810 | PROGRAMS | NJ | 501(c)(3) | 12-TYPE I | PRINCETON U | Yes (true) | |||||
| FORRESTAL AGRICULTURAL CORPORATION | |||||||||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | 363625291 | INVESTMENTS | IA | 501(c)(3) | 12-TYPE I | PRINCETON U | Yes (true) | |||||
| PRINCETON UNIVERSITY ALUMNI ORGANIZATION | |||||||||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 08540 | 222711242 | ALUMNI | NJ | 501(c)(3) | 10 | na | false | |||||
| PRINCETON UNIVERSITY PRESS | |||||||||||||||
| 41 William Street | Princeton | NJ | 08540 | 210634483 | PUBLICATIONS | NJ | 501(c)(3) | 12-TYPE I | PRINCETON U | Yes (true) | |||||
| PRINCETON IN AFRICA INC | |||||||||||||||
| PO BOX 226 | PRINCETON | NJ | 08542 | 223824520 | PROGRAMS | NJ | 501(c)(3) | 12-TYPE I | PRINCETON U | Yes (true) | |||||
| PRINCETON IN ISHIKAWA INC | |||||||||||||||
| 211 JONES HALL PRINCETON UNIVERSIT | PRINCETON | NJ | 08544 | 223563022 | PROGRAMS | NJ | 501(c)(3) | 12-TYPE I | PRINCETON U | Yes (true) | |||||
| PRINCETON IN BEIJING INC | |||||||||||||||
| 211 JONES HALL PRINCETON UNIVERSIT | PRINCETON | NJ | 08544 | 223779722 | PROGRAMS | NJ | 501(c)(3) | 12-TYPE I | PRINCETON U | Yes (true) | |||||
| FOUNDING FATHERS PAPERS INC | |||||||||||||||
| 701 CARNEGIE CENTER Suite 445 | PRINCETON | NJ | 08540 | 222365602 | RESEARCH/PUB | NJ | 501(c)(3) | 12-TYPE I | na | false | |||||
| RESEARCH COLLECTIONS&PRESERVCONSORTIUM | |||||||||||||||
| 701 CARNEGIE CENTER Suite 445 | PRINCETON | NJ | 08540 | 223751732 | BOOK STORAGE | NJ | 501(c)(3) | 12-TYPE I | na | false | |||||
| Princeton University Athens Center | |||||||||||||||
| Programs | N/A | N/A | PRINATHENS | Yes (true) | 3 TIMARCHOU STREET | PANGKRATI | ATHENS | GR | GR | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETROTIGER III LTD | ||||||||||||||||||||
| 1 HOUSTON CTR 1221 MCKINNEY SUITE | HOUSTON | TX | 77010 | 760328789 | INVESTMENT | TX | NA | EXCLUDED FROM TAX | -$26,719 | $1,750,628 | false | -$508,137 | false | 0.99000 | ||||||
| NASSAU CAPITAL FUNDS | ||||||||||||||||||||
| 22 CHAMBERS STREET 4TH FLOOR | PRINCETON | NJ | 08542 | 223344912 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | $8,247,696 | $74,782,597 | false | -$999 | false | 0.95402 | ||||||
| DYNAMO BRASIL I LLC | ||||||||||||||||||||
| 2711 CENTERVILLE ROAD SUITE 400 | WILMINGTON | DE | 19808 | 980515400 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | $24,206,004 | $211,576,374 | false | false | 1.00000 | |||||||
| PB INSTITUTIONAL LP | ||||||||||||||||||||
| 10 ST JAMES AVE STE1700 | BOSTON | MA | 02116 | 043425688 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | $48,467,037 | $1,111,268,343 | false | $4,093,160 | false | 0.97722 | ||||||
| VARDE FUND VI-A LP | ||||||||||||||||||||
| 8500 NORMANDALE LAKE BLVD SUITE 15 | MINNEAPOLIS | MN | 55437 | 412022693 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | $31,304,933 | $412,274,621 | false | $1,756,627 | false | 0.89782 | ||||||
| FARALLON CAP INST PARTIII | ||||||||||||||||||||
| ONE MARITIME PLAZA SUITE 2100 | SAN FRANCISCO | CA | 94111 | 943253905 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | $8,528,926 | $639,712,779 | false | -$5,764 | false | 0.95781 | ||||||
| WHITECREST PARTNERS LP | ||||||||||||||||||||
| 222 BERKELEY STREET 21ST FL | BOSTON | MA | 02116 | 043585396 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | $51,253,354 | $935,324,766 | false | $4,793,666 | false | 0.85555 | ||||||
| ALEXANDER STREET PARTNERS LTD | ||||||||||||||||||||
| 4306 PABLO OAKS COURT | JACKSONVILLE | FL | 32224 | 593374725 | INVESTMENT | FL | NA | EXCLUDED FROM TAX | $23,987,401 | $441,560,253 | false | false | 0.77005 | |||||||
| LAXEY UNIVERSAL VALUE LP | ||||||||||||||||||||
| 1209 ORANGE STREET | WILMINGTON | DE | 19801 | 210634501 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | -$2,486,265 | $1,837,558 | false | false | 0.91050 | |||||||
| BPI LTD | ||||||||||||||||||||
| INVESTMENT | NA | EXCLUDED FROM TAX | $72,357,119 | $847,206,228 | false | false | 1.00000 | 103 S CHURCH STPO BOX 1034 GT | GR | CJ | CAYMAN ISLANDS | CJ | ||||||||
| PETROTIGER IV LTD | ||||||||||||||||||||
| 1 HOUSTON CENTER-1221 MCKINNEY 37 | HOUSTON | TX | 77010 | 760495639 | INVESTMENT | TX | NA | EXCLUDED FROM TAX | -$415,671 | $1,723,658 | false | false | 0.82600 | |||||||
| PETROTIGER I LTD | ||||||||||||||||||||
| 1 HOUSTON CENTER 1221 MCKINNEY 3 | HOUSTON | TX | 77010 | 760230203 | INVESTMENT | TX | NA | EXCLUDED FROM TAX | -$1,362,673 | $18,350,476 | false | false | 0.99800 | |||||||
| FARALLON SPECIAL SITUATION PARTNERS | ||||||||||||||||||||
| 1 MARITIME PLAZA SUITE 2100 | SAN FRANCISCO | CA | 94111 | 943244687 | INVESTMENT | CA | NA | EXCLUDED FROM TAX | $3,671,277 | $3,172,409 | false | false | 0.98576 | |||||||
| GEOLOGIC RESOURCE OPPORTUNITIES FUNDLTD | ||||||||||||||||||||
| investment | na | EXCLUDED FROM TAX | $3,124,676 | $19,187,752 | false | false | 0.52374 | c/o Goldman Sachs caymanTrustltd | Ca | CJ | KY1-1103 | CJ | Gardenia courtSte Market st | |||||||
| THE ORANGE PARTNERS FUND LTD | ||||||||||||||||||||
| investment | NA | EXCLUDED FROM TAX | $149,735,513 | $415,271,998 | false | false | 0.98310 | PO BOX 309GT UGLAND HOUSE | CA | CJ | CJ | GRAND CAYMAN | ||||||||
| PC II-B LP | ||||||||||||||||||||
| 984330376 | Investment | NA | EXCLUDED FROM TAX | $123,869 | $788,700 | false | false | 0.52360 | AUGUSTINE HOUSE AUSTIN FRIARS | UK | EC2N 2HA | UK | LONDON | |||||||
| Tigris Realty Partners LP | ||||||||||||||||||||
| 477 MADISON AVE SUITE 320 | NEW YORK | NY | 10022 | 812932006 | Investment | NY | NA | EXCLUDED FROM TAX | -$144,245 | $62,933,650 | false | false | 0.98490 | |||||||
| NW UK Regional (No2) LP | ||||||||||||||||||||
| 1819 WAZEE ST 2ND FL | DENVER | CO | 80202 | 981208214 | Investment | CO | NA | EXCLUDED FROM TAX | -$13,669 | $12,657,000 | false | false | 0.98701 | |||||||
| GC Venture(s) LLC | ||||||||||||||||||||
| 20 UNIVERSITY RD SUITE 450 | CAMBRIDGE | MA | 02138 | 814449331 | Investment | MA | NA | EXCLUDED FROM TAX | $0 | $24,057,731 | false | false | 0.59998 | |||||||
| Brait IV Fund LP | ||||||||||||||||||||
| 980485165 | Investment | NA | EXCLUDED FROM TAX | -$1,716,890 | $29,459,428 | false | false | 0.52890 | PO BOX 908 GT WALKER HOUSE | CJ | CJ | GRAND CAYMAN | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charitable Remainder TrustS (280) | ||||||||||||||||||
| Investment | various | TRUST | ||||||||||||||||
| CHARITABLE LEAD TRUSTS (11) | ||||||||||||||||||
| INVESTMENT | VARIOUS | TRUST | ||||||||||||||||
| POOLED FUNDS (148) | ||||||||||||||||||
| INVESTMENT | VARIOUS | TRUST | ||||||||||||||||
| CHARITABLE GIFT ANNUITIES (107) | ||||||||||||||||||
| INVESTMENT | VARIOUS | TRUST | ||||||||||||||||
| Princeton Beijing Consulting Co LTD | ||||||||||||||||||
| Programs | Princeton Intl | C Corp | B-203Beijing Runze HNo3 | Heqing Rd | Haidian D.,Beijin | CH | 100000 | CH | $266,119 | $272,091 | 1.00000 | Yes (true) | ||||||
| NASSAU OPEX CORP | ||||||||||||||||||
| INVESTMENT | PRINCETON U | C CORP | $0 | $0 | 1.00000 | Yes (true) | PO BOX 305 | BELLE MEAD | NJ | 085020305 | 223643230 | DE | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (28 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FORRESTAL INVESTMENT CORPORATION | ||
| s | $480,908 | CASH |
| FORRESTAL AGRICULTURAL CORPORATION | ||
| s | $108,685,597 | cash |
| FORRESTAL AGRICULTURAL CORPORATION | ||
| B | $265,466,751 | CASH |
| STANLEY SEEGER HELLENIC FUND | ||
| c | $1,930,605 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| A | $44,071 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| N,O,Q | $252,178 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| k | $124,629 | CASH |
| princeton university press | ||
| r | $6,275,765 | cash |
| NASSAU CAPITAL FUNDS | ||
| B | $220,560 | CASH |
| NASSAU CAPITAL FUNDS | ||
| S | $16,226,204 | CASH |
| whitecrest partners lp | ||
| S | $2,272,106 | CASH |
| whitecrest partners lp | ||
| b | $47,500,000 | cash |
| dynamo brasil I LLC | ||
| S | $17,000,000 | CASH |
| PETROTIGER III LTD | ||
| s | $636,684 | CASH |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS III | ||
| b | $50,000,000 | cash |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS III | ||
| s | $150,523,100 | cash |
| FARALLON SPECIAL SITUATION PARTNERS LP | ||
| S | $693,066 | CASH |
| FARALLON SPECIAL SITUATION PARTNERS LP | ||
| b | $330,000 | cash |
| varde Fund vi-A LP | ||
| b | $35,000,000 | CASH |
| Geologic Resource Fund LP | ||
| b | $17,185,625 | cash |
| Geologic Resource Fund LP | ||
| s | $4,106,435 | CASH |
| PC II-B LP | ||
| b | $171,392 | cash |
| PC II-B LP | ||
| s | $571,392 | cash |
| The Orange Partners Fund | ||
| s | $94,108,494 | cash |
| BPI Ltd | ||
| S | $40,000,000 | cash |
| Tigris Realty Partners LP | ||
| b | $65,000,000 | cash |
| GC Venture(s) LLC | ||
| b | $24,060,000 | cash |
| Brait IV Fund LP | ||
| b | $452,868 | cash |