PRINCETON UNIVERSITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PRINCETON UNIVERSITY (EIN 21-0634501)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349301819
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T08:59:40-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634501 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Trustees of Princeton University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CONTROLLEROFFICE OF FIN&TRE | InCareOfName |
| Name Control | TRUS | NameControl |
| Phone | 6092583080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARNEGIE CENTER | AddressLine1 |
| Address Line2 | OFFICE OF THE TREASURER | AddressLine2 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN AINSLIE | Name |
| Title | VP-FINANCE/TREASURER | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Princeton University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHIRLEY M TILGHMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NASSAU HALL | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08544 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2014513154 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRINCETON.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1746 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | Princeton University is a privately endowed non-sectarian institution of higher learning And a world-renowned research institution. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13506 | TotalNbrEmployees |
| Total Nbr Volunteers | 15000 | TotalNbrVolunteers |
| Total Gross UBI | -63793716 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -69856356 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 482429000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 580670000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 366401802 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 374572735 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 629379000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 452420000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 133574198 | OtherRevenuePriorYear |
| Other Revenue Current Year | 149412265 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1611784000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1557075000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 260926063 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 267475819 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 660021000 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 701869000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 33844000 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 531292937 | OtherExpensePriorYear |
| Other Expenses Current Year | 524060181 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1452240000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1493405000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 159544000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 63670000 | RevenuesLessExpensesCY |
| Total Assets BOY | 20329338000 | TotalAssetsBOY |
| Total Assets EOY | 20814986000 | TotalAssetsEOY |
| Total Liabilities BOY | 3500447000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3885118000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16828891000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16929868000 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RESEARCH, EDUCATION AND GENERAL - PRINCETON UNIVERSITY IS A PRIVATELY ENDOWED NON-SECTARIAN INSTITUTION OF HIGHER LEARNING WITH APPROXIMATELY 5,300 UNDERGRADUATE AND 2,600 GRADUATE STUDENTS. 2,000 STUDENTS GRADUATED IN THE 2011-2012 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 893537000 | Expense |
| Grants | 184810000 | Grants |
| Revenue | 282763000 | Revenue |
| Description | EDUCATION - Princeton University is a privately endowed non-sectarian institution of higher learning with approximately 5,300 undergraduate and 2,600 graduate students. 2,000 students graduated in the 2011-2012 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 354883000 | Expense |
| Grants | 69560000 | Grants |
| Revenue | 127903000 | Revenue |
| Description | 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 1,374 separate projects in 2011-12(not including the Princeton Plasma Physics Lab.);there were 614 sponsored projects in the natural sciences,460 in engineering and applied science,157 in the humanities and social sciences,and 143 in centers,institutes,and nondepartmental programs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 104339000 | Expense |
| Revenue | 91153000 | Revenue |
| Description | AUXILIARY ACTIVITIES-PRINCETON UNIVERSITY FURNISHES SERVICES TO APPROXIMATELY 7,900 STUDENTS, 1,200 FACULITY, STAFF AND THE PUBLIC. SERVICES INCLUDE PROVIDING APPROXIMATELY 2.7 MILLION MEALS, HOUSING, RECREATIONS, ATHLETICS, LIBRARY, MUSEUM, PUBLIC LECTURES AND COMMUNITY EVENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1352759000 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 11568 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 13506 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | AS | NameOfForeignCountry |
| Name Of Foreign Country | BR | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Name Of Foreign Country | DA | NameOfForeignCountry |
| Name Of Foreign Country | FI | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CONTROLLEROFFICE OF FINTRE | NamePerson |
| Telephone Number | 6092583080 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 CARNEGIE CENTER | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (65 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ALLEN DANIELLE | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| AMMAH-TAGOE AKU | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| BARRON THOMAS A | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| BERG A SCOTT | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| BOYLE KIM M | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| BRADLEY KATHERINE BRITTAIN | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| CHRISTIE CHRISTOPHER | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| COLE CHRISTOPHER A | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| DAVIs PYPER | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| DIEKMAN JOHN D | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| DILDAY ELIZABETH A | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| FERENBACH III CARL | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| FORD HENRI R | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| FORESE LAURA L | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| FUNG WILLIAM K | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| GIBSON CHARLES D | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| GOTTSCH JULIA HALLER | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| GREHAN FRANCIS JOSHUA | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| HALL KATHRYN A | |||||||||
| TRUSTEE | 15.0 | X | |||||||
| HAMMARSKJOLD PHILIP U | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| HENRY BRENT L | |||||||||
| TRUSTEE | 8.0 | X | |||||||
| KENNEDY RANDALL L | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| LEWIS PETER B | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| MILLER HEIDI G | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| MURLEY ROBERT S | |||||||||
| TRUSTEE | 15.0 | X | |||||||
| NIX-HINES CRYSTAL | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| OFFENSEND DAVID G | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| OXMAN STEPHEN A | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| PERETSMAN NANCY B | |||||||||
| TRUSTEE | 15.0 | X | |||||||
| PETERSACK MEAGHAN P | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| PORTER MICHAEL E | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| RAMDAS KAVITA N | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| SAMS LOUISE S | |||||||||
| TRUSTEE | 6.0 | X | |||||||
| SIEBEL THOMAS | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| WHITMAN MEG | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| WILL GEORGE F | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| WU GORDON YS | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| YEH C JAMES | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| ZHU MIN | |||||||||
| TRUSTEE | 5.0 | X | |||||||
| TILGHMAN SHIRLEY | |||||||||
| PRESIDENT | 50.0 | X | X | 814637 | 0 | 120689 | |||
| AINSLIE CAROLYN | |||||||||
| VP FOR FINANCE/TREASURER | 50.0 | X | 413072 | 0 | 53739 | ||||
| BURSTEIN MARK | |||||||||
| EXECUTIVE VICE PRESIDENT | 50.0 | X | 525477 | 0 | 49279 | ||||
| cherrey cynthia | |||||||||
| VICE PRESIDENT FOR CAMPUS LIFE | 50.0 | X | 297468 | 0 | 44376 | ||||
| DURKEE ROBERT | |||||||||
| VICE PRESIDENT & SECRETARY | 50.0 | X | 357362 | 0 | 49160 | ||||
| EISGRUBER CHRISTOPHER | |||||||||
| PROVOST | 50.0 | X | 533732 | 0 | 52686 | ||||
| GOLDEN ANDREW | |||||||||
| PRESIDENT,P.U.INVESTMENT CO. | 50.0 | X | 1962013 | 0 | 691565 | ||||
| KLAUS CHAD | |||||||||
| V.P. FOR UNIVERSITY SERVICES | 50.0 | X | 203499 | 0 | 36596 | ||||
| LEYDON BETTY | |||||||||
| VICE PRESIDENT OF IT & CIO | 50.0 | X | 494875 | 0 | 50644 | ||||
| MCDONOUGH PETER | |||||||||
| GENERAL COUNSEL&ASSISTANT SEC. | 50.0 | X | 400345 | 0 | 69624 | ||||
| MCKAY MICHAEL | |||||||||
| VICE PRESIDENT FOR FACILITIES | 50.0 | X | 305744 | 0 | 50030 | ||||
| SHROFF NILUFER | |||||||||
| CHIEF AUDIT&COMPLIANCE OFFICER | 50.0 | X | 237949 | 0 | 45882 | ||||
| SULLIVAN-CROWLEYLIANNE | |||||||||
| VICE PRESIDENT OF HR | 50.0 | X | 281728 | 0 | 55153 | ||||
| WOOD ELIZABETH | |||||||||
| VP FOR OFFICE OF DEVELOPMENT | 50.0 | X | 418300 | 0 | 50866 | ||||
| DOBKIN DAVID | |||||||||
| DEAN OF THE FACULTY | 50.0 | 432818 | 0 | 53012 | X | ||||
| MALKIEL NANCY WEISS | |||||||||
| DEAN OF COLLEGE-THROUGH 6/2011 | 50.0 | 306541 | 0 | 49298 | X | ||||
| RUSSEL WILLIAM | |||||||||
| DEAN OF THE GRADUATE SCHOOL | 50.0 | 336745 | 0 | 46156 | X | ||||
| SMITH STEWART AJ | |||||||||
| DEAN FOR RESEARCH | 50.0 | 354867 | 0 | 52739 | X | ||||
| SMITH VALERIE | |||||||||
| DEAN OF COLLEGE | 50.0 | 328049 | 0 | 46937 | X | ||||
| BIRMINGHAM JENNIFER | |||||||||
| MANAGING DIRECTOR, PRINCO | 50.0 | 580723 | 0 | 75236 | X | ||||
| ERICKSON JONATHAN | |||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 1351254 | 0 | 489741 | X | ||||
| NAKAMURA CARA | |||||||||
| PRINCIPAL, PRINCO | 50.0 | 548089 | 0 | 195228 | X | ||||
| PORTES ALEJANDRO | |||||||||
| PROFESSOR OF SOCIOLOGY | 50.0 | 509275 | 1311 | 37273 | X | ||||
| RIEDL DREW | |||||||||
| MANAGING DIRECTOR OF PRINCO | 50.0 | 732267 | 0 | 337142 | X | ||||
| MCCRUDDEN CHRISTOPHER | |||||||||
| VP & SR. ADVISER TO PRESIDENT | 10.0 | 506694 | 0 | 5349 | X | ||||
| MCDONALD BRIAN | |||||||||
| FORMER VP FOR DEVELOPMENT | 195241 | 0 | 36514 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 13428764 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1311 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2844914 | TotalOtherCompensation |
| Number Individuals GT100 K | 1231 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| TOD WILLIAMS BILLIE TSIEN ARCHITECT | |||||
| 222 CENTRAL PARK SOUTH | NEW YORK | NY | 10019 | ARCHITECTURE | 5594569 |
| FIRST TRANSIT INC | |||||
| 22192 NETWORK PLACE | CHICAGO | IL | 60673 | TRANSPORTATION | 3327440 |
| DAVIS BRODY BOND LLP | |||||
| 315 HUDSON STREET 9TH FLOOR | NEW YORK | NY | 10013 | ARCHITECTURE | 3804680 |
| STEVEN HOLL ARCHITECT PC | |||||
| 450 W 31st St 11 | NEW YORK | NY | 10001 | ARCHITECTURE | 1498189 |
| SHEPLEY BULFINCH RICHARDSON ABBOT | |||||
| 2 SEAPORT LANe | BOSTON | MA | 02210 | ARCHITECTURE | 8496741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 279 | NumberOfContractorsGT100K |
| Fundraising Events | 133830 | FundraisingEvents |
| Government Grants | 248968000 | GovernmentGrants |
| All Other Contributions | 331568170 | AllOtherContributions |
| Noncash Contributions | 60241000 | NoncashContributions |
| Total Contributions | 580670000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 282763000 | 282763000 | |
| SALES AND SERVICES OF AUXILLARY ACTIVITIES | 900099 | 91220452 | 91220452 | |
| CONFERENCE/EVENT SERVICES | 812900 | 228278 | 228278 | |
| ADVERTISING | 511120 | 391866 | 391866 | |
| FOOD SERVICES | 722320 | -30861 | -30861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 374572735 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 366150000 | TotalRevenueColumn |
| Unrelated Business Revenue | -64434168 | UnrelatedBusinessRevenue |
| Exclusion | $430,584,168 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 179000 | TotalRevenueColumn |
| Exclusion | $179,000 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 127903071 | TotalRevenueColumn |
| Related Or Exempt Function Income | 127903071 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12402000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8748000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3654000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3654000 | TotalRevenueColumn |
| Exclusion | $3,654,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 529345000 | Securities |
| Other | 5325000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 446442000 | Securities |
| Other | 2137000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 82903000 | Securities |
| Other | 3188000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86091000 | TotalRevenueColumn |
| Exclusion | $86,091,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 43265 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 133830 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 111154 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -67889 | TotalRevenueColumn |
| Exclusion | -$67,889 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 211110 | BusinessCode |
| Total Revenue Column | 17923083 | TotalRevenueColumn |
| Unrelated Business Revenue | 51169 | UnrelatedBusinessRevenue |
| Exclusion | $17,871,914 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17923083 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1557075000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 501886523 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -63793716 | UnrelatedBusinessRevenue |
| Exclusion | $538,312,193 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13106009 | Total |
| Program Services | 13106009 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243426173 | Total |
| Program Services | 243426173 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10943637 | Total |
| Program Services | 10943637 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9911000 | Total |
| Program Services | 3561000 | ProgramServices |
| Management And General | 5865000 | ManagementAndGeneral |
| Fundraising | 485000 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314000 | Total |
| Program Services | 314000 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512669000 | Total |
| Program Services | 470891000 | ProgramServices |
| Management And General | 22879000 | ManagementAndGeneral |
| Fundraising | 18899000 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48361000 | Total |
| Program Services | 44650000 | ProgramServices |
| Management And General | 2038000 | ManagementAndGeneral |
| Fundraising | 1673000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97010000 | Total |
| Program Services | 89196000 | ProgramServices |
| Management And General | 4439000 | ManagementAndGeneral |
| Fundraising | 3375000 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33604000 | Total |
| Program Services | 30838000 | ProgramServices |
| Management And General | 1594000 | ManagementAndGeneral |
| Fundraising | 1172000 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410201 | Total |
| Management And General | 410201 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2572000 | Total |
| Program Services | 125000 | ProgramServices |
| Management And General | 1956000 | ManagementAndGeneral |
| Fundraising | 491000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 820000 | Total |
| Management And General | 820000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182000 | Total |
| Management And General | 182000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1545000 | Total |
| Management And General | 1545000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23800000 | Total |
| Program Services | 7258000 | ProgramServices |
| Management And General | 14236000 | ManagementAndGeneral |
| Fundraising | 2306000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1009000 | Total |
| Program Services | 794000 | ProgramServices |
| Management And General | 203000 | ManagementAndGeneral |
| Fundraising | 12000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99749000 | Total |
| Program Services | 73662000 | ProgramServices |
| Management And General | 24282000 | ManagementAndGeneral |
| Fundraising | 1805000 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15570000 | Total |
| Program Services | 10528000 | ProgramServices |
| Management And General | 4740000 | ManagementAndGeneral |
| Fundraising | 302000 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41758000 | Total |
| Program Services | 38203000 | ProgramServices |
| Management And General | 3346000 | ManagementAndGeneral |
| Fundraising | 209000 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27907000 | Total |
| Program Services | 25834000 | ProgramServices |
| Management And General | 1164000 | ManagementAndGeneral |
| Fundraising | 909000 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7478000 | Total |
| Program Services | 6845000 | ProgramServices |
| Management And General | 302000 | ManagementAndGeneral |
| Fundraising | 331000 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112026000 | Total |
| Program Services | 107209000 | ProgramServices |
| Management And General | 4481000 | ManagementAndGeneral |
| Fundraising | 336000 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104164000 | Total |
| Program Services | 100107000 | ProgramServices |
| Management And General | 3774000 | ManagementAndGeneral |
| Fundraising | 283000 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2057000 | Total |
| Program Services | 1882000 | ProgramServices |
| Management And General | 165000 | ManagementAndGeneral |
| Fundraising | 10000 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INVENTOR SHARE OF ROYALTY INC. | 38057000 | 38057000 | ||
| SUBCONTRACTS | 27955000 | 27955000 | ||
| OTHER EXPENSES | 17000980 | 7374181 | 8380799 | 1246000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1493405000 | Total |
| Program Services | 1352759000 | ProgramServices |
| Management And General | 106802000 | ManagementAndGeneral |
| Fundraising | 33844000 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11283000 | BOY |
| EOY | 5277000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104038000 | BOY |
| EOY | 277661000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334650000 | BOY |
| EOY | 421731000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30518000 | BOY |
| EOY | 3104000 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4756474 | BOY |
| EOY | 6748968 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403523526 | BOY |
| EOY | 377623032 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3984000 | BOY |
| EOY | 4954000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4056000 | BOY |
| EOY | 16600000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4117922000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1077383000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2865098000 | BOY |
| EOY | 3040539000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 810763000 | BOY |
| EOY | 289973000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15748106000 | BOY |
| EOY | 16370775000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8562000 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20329338000 | BOY |
| EOY | 20814986000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108561000 | BOY |
| EOY | 261751000 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168657000 | BOY |
| EOY | 164011000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628632000 | BOY |
| EOY | 1839232000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50250000 | BOY |
| EOY | 47157000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 996925000 | BOY |
| EOY | 997035000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 547422000 | BOY |
| EOY | 575932000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500447000 | BOY |
| EOY | 3885118000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6249465000 | BOY |
| EOY | 6253998000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8912183000 | BOY |
| EOY | 8953081000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1667243000 | BOY |
| EOY | 1722789000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16828891000 | BOY |
| EOY | 16929868000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20329338000 | BOY |
| EOY | 20814986000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 63670000 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 37307000 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 321495 | FilingOrganizationsTotals |
| Affiliated Group Totals | 321495 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 321495 | FilingOrganizationsTotals |
| Affiliated Group Totals | 321495 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1493405000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1534400597 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1493726495 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1534722092 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 270277 | CurrentYearMinus3 |
| Current Year Minus2 | 364685 | CurrentYearMinus2 |
| Current Year Minus1 | 340190 | CurrentYearMinus1 |
| Current Year | 321495 | CurrentYear |
| Total | 1296647 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Affiliated group list | Identifier |
| Return Reference | Schedule C, Part II-A | ReturnReference |
| Explanation | Trustees of Princeton University-Alumni Organizations and Classes 701 Carnegie Center, Princeton NJ 08540 22-2711242 Share of Expenses: 5,907,050 501(h)Election: NO Share of Excess Lobbying Expenditures: None Forrestal Agricultural Corporation 701 Carnegie Center, Princeton NJ 08540 36-3625291 Share of Expenses: None 501(h)Election: NO Share of Excess Lobbying Expenditures: None Forrestal Investment Corporation 701 Carnegie Center, Princeton NJ 08540 22-2968912 Share of Expenses: 10,591,395 501(h)Election: NO Share of Excess Lobbying Expenditures: None Founding Fathers Papers, Inc. 701 Carnegie Center, Princeton NJ 08540 22-2365602 Share of Expenses: 1,992,324 501(h)Election: NO Share of Excess Lobbying Expenditures: None Princeton University Press 41 William Street, Princeton NJ 08540 21-0634483 Share of Expenses: 18,087,669 501(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: 1,365,101 501(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: 3,052,058 501(h)Election: NO Share of Excess Lobbying Expenditures: None | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Funds Held | 2 | NumberFundsHeld |
| Aggregate Fund Value | 646166 | AggregateFundValue |
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 1129725 | RevenuesIncluded |
| Assets In Part X | 192018399 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | DIGITAL COLLECTIONS | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16176391000 | BeginningOfYearBalance |
| Contributions | 123356000 | Contributions |
| Investment Earnings Or Losses | 476360000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 149054000 | GrantsOrScholarships |
| Other Expenditures | 537997000 | OtherExpenditures |
| Administrative Expenses | 20480000 | AdministrativeExpenses |
| End Of Year Balance | 16068576000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13502506000 | BeginningOfYearBalance |
| Contributions | 460527000 | Contributions |
| Investment Earnings Or Losses | 2877289000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 145619000 | GrantsOrScholarships |
| Other Expenditures | 500250000 | OtherExpenditures |
| Administrative Expenses | 18062000 | AdministrativeExpenses |
| End Of Year Balance | 16176391000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11612485000 | BeginningOfYearBalance |
| Contributions | 869169000 | Contributions |
| Investment Earnings Or Losses | 1660434000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 152004000 | GrantsOrScholarships |
| Other Expenditures | 472918000 | OtherExpenditures |
| Administrative Expenses | 14660000 | AdministrativeExpenses |
| End Of Year Balance | 13502506000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14611945000 | BeginningOfYearBalance |
| Contributions | 730974000 | Contributions |
| Investment Earnings Or Losses | -3077474193 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 147500000 | GrantsOrScholarships |
| Other Expenditures | 491604000 | OtherExpenditures |
| Administrative Expenses | 13856000 | AdministrativeExpenses |
| End Of Year Balance | 11612484807 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.10000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.53000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 48800000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 102346000 | OtherCostOrOtherBasis |
| Book Value | 151146000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3261358000 | OtherCostOrOtherBasis |
| Depreciation | 854688000 | Depreciation |
| Book Value | 2406670000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 248238000 | OtherCostOrOtherBasis |
| Depreciation | 113631000 | Depreciation |
| Book Value | 134607000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 457180000 | OtherCostOrOtherBasis |
| Depreciation | 109064000 | Depreciation |
| Book Value | 348116000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3040539000 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS LTD. PARTNERSHIPS | 16084458000 | F |
| BOND PROCEED AWAITING DRAWDOWN | 93641000 | F |
| PLANNED GIVING INVESTMENTS | 191729000 | F |
| FUNDS SEPARATELY INVESTED | 544000 | F |
| SECURITY GIFTS AWAITING LIQUID | 403000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 16370775000 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEP HELD IN CUSTODY FOR OTHERS | $176,656,000 |
| LIAB.-PLANNED GIVING ARRANGEME | $80,793,000 |
| FEDERAL LOAN PROGRAMS | $6,533,000 |
| POST RETIREMENT BENEFITS | $311,950,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 575932000 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 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 NON-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, 2009, THROUGH THE PRESENT. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NONDISCRIMINATORY POLICY | LINE 3 | PRINCETON UNIVERSITY DOES NOT HAVE A STUDENT SOLICITATION PROGRAM. INDIVIDUALS WHO REQUEST INFORMATION ABOUT UNDERGRADUATE ADMISSION RECEIVE A COPY OF "PRINCETON UNIVERSITY: ADMISSION INFORMATION". INDIVIDUALS WHO REQUEST INFORMATION ABOUT GRADUATE ADMISSION RECEIVE A COPY OF "PRINCETON UNIVERSITY: APPLICATION AND GUIDE TO GRADUATE ADMISSION". ALL STUDENTS ARE ENROLLED AT FALL REGISTRATIONS. 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 THREE PUBLICATIONS CONTAIN THE UNIVERSITY'S POLICY REGARDING EQUAL OPPORTUNITY UNDER THE HEADING "NONDISCRIMINATION STATEMENT". |
| FINANCIAL AID OR ASSISTANCE FROM GOVERNMENTAL AGENCY | 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 | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (43 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 36 | Program Services | RES,EDU,TRAVEL,CONSULT | 243569 |
| Central America and the Caribbean | 0 | 0 | Program Services | FELLOWSHIP RESEARCH | 10000 |
| Central America and the Caribbean | 0 | 10 | Program Services | STUDY ABROAD | 478371 |
| Central America and the Caribbean | 0 | 4 | Program Services | CONFERENCE/WORKSHOP | 23158 |
| East Asia and the Pacific | 0 | 114 | Program Services | RES,EDU,TRAVEL,CONSULT | 409986 |
| East Asia and the Pacific | 0 | 3 | Program Services | FELLOWSHIP RESEARCH | 251132 |
| East Asia and the Pacific | 0 | 2 | Program Services | STUDY ABROAD | 307599 |
| East Asia and the Pacific | 0 | 60 | Program Services | CONFERENCE/WORKSHOP | 201018 |
| Europe (Including Iceland and Greenland) | 0 | 520 | Program Services | RES,EDU,TRAVEL,CONSULT | 2012962 |
| Europe (Including Iceland and Greenland) | 0 | 9 | Program Services | FELLOWSHIP RESEARCH | 275134 |
| Europe (Including Iceland and Greenland) | 0 | 90 | Program Services | STUDY ABROAD | 1729917 |
| Europe (Including Iceland and Greenland) | 0 | 275 | Program Services | CONFERENCE/WORKSHOP | 631412 |
| Europe (Including Iceland and Greenland) | 5 | 16 | Program Services | RESEARCH PROJECTS | 1364197 |
| Middle East and North Africa | 0 | 31 | Program Services | RES,EDU,TRAVEL,CONSULT | 140407 |
| Middle East and North Africa | 0 | 2 | Program Services | FELLOWSHIP RESEARCH | 25247 |
| Middle East and North Africa | 0 | 6 | Program Services | STUDY ABROAD | 86591 |
| Middle East and North Africa | 0 | 12 | Program Services | CONFERENCE/WORKSHOP | 51434 |
| North America | 0 | 88 | Program Services | RES,EDU,TRAVEL,CONSULT | 157515 |
| North America | 0 | 1 | Program Services | FELLOWSHIP RESEARCH | 26000 |
| North America | 0 | 3 | Program Services | STUDY ABROAD | 10190 |
| North America | 0 | 49 | Program Services | CONFERENCE/WORKSHOP | 108552 |
| Russia and the Newly Independent States | 0 | 15 | Program Services | RES,EDU,TRAVEL,CONSULT | 50662 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | FELLOWSHIP RESEARCH | 20551 |
| Russia and the Newly Independent States | 1 | 9 | Program Services | STUDY ABROAD | 94895 |
| Russia and the Newly Independent States | 0 | 4 | Program Services | CONFERENCE/WORKSHOP | 14957 |
| South America | 0 | 45 | Program Services | RES,EDU,TRAVEL,CONSULT | 205017 |
| South America | 0 | 2 | Program Services | FELLOWSHIP RESEARCH | 15675 |
| South America | 0 | 0 | Program Services | STUDY ABROAD | 18345 |
| South America | 0 | 11 | Program Services | CONFERENCE/WORKSHOP | 41313 |
| South Asia | 0 | 26 | Program Services | RES,EDU,TRAVEL,CONSULT | 191506 |
| South Asia | 0 | 1 | Program Services | FELLOWSHIP RESEARCH | 24512 |
| South Asia | 0 | 0 | Program Services | STUDY ABROAD | 10000 |
| South Asia | 0 | 9 | Program Services | CONFERENCE/WORKSHOP | 27877 |
| Sub-Saharan Africa | 0 | 45 | Program Services | RES,EDU,TRAVEL,CONSULT | 723877 |
| Sub-Saharan Africa | 0 | 0 | Program Services | FELLOWSHIP RESEARCH | 38396 |
| Sub-Saharan Africa | 0 | 17 | Program Services | STUDY ABROAD | 470200 |
| Sub-Saharan Africa | 1 | 6 | Program Services | CONFERENCE/WORKSHOP | 190877 |
| Sub-Saharan Africa | 0 | 4 | Program Services | RESEARCH PROJECTS | 260586 |
| Central America and the Caribbean | Investments | 4214928758 | |||
| North America | Investments | 110135239 | |||
| East Asia and the Pacific | Investments | 48364005 | |||
| Europe (Including Iceland and Greenland) | Investments | 844949084 | |||
| Sub-Saharan Africa | Investments | 208523190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 5 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1190 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 2 | ContNumberOfOffices |
| Cont Number Of Employees | 335 | ContNumberOfEmployees |
| Total Number Of Offices | 7 | TotalNumberOfOffices |
| Total Number Of Employees | 1525 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 8242134 | SubtotalAmountSpent |
| Cont Amount Spent | 5429601779 | ContAmountSpent |
| Total Amount Spent | 5437843913 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (16 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| East Asia/Pacific | STUDY ABROAD | 70633 | CHECK | N/A | N/A |
| East Asia/Pacific | RES/EDU/TRAV/CONSULT | 48332 | CHECK | N/A | N/A |
| Europe/Iceland/Greenland | RES/EDU/TRAV/CONSULT | 328907 | CHECK | N/A | N/A |
| Europe/Iceland/Greenland | RES.PROJECTS | 1363744 | CHECK | N/A | N/A |
| Europe/Iceland/Greenland | STUDY ABROAD | 470547 | CHECK | N/A | N/A |
| Europe/Iceland/Greenland | CONFERENCE/WORKSHOP | 7319 | CHECK | N/A | N/A |
| Middle East/North Africa | RES/EDU/TRAV/CONSULT | 22743 | CHECK | N/A | N/A |
| North America | RES/EDU/TRAV/CONSULT | 39564 | CHECK | N/A | N/A |
| Cent. America/Caribbean | STUDY ABROAD | 73348 | CHECK | N/A | N/A |
| Cent. America/Caribbean | RES/EDU/TRAVEL/CONSULT | 7027 | CHECK | N/A | N/A |
| South Asia | RES/EDU/TRAVEL/CONSULT | 36557 | CHECK | N/A | N/A |
| Sub-Saharan Africa | RES/EDU/TRAVEL/CONSULT | 112193 | CHECK | N/A | N/A |
| Sub-Saharan Africa | RESEARCH PROJECTS | 364213 | CHECK | N/A | N/A |
| Sub-Saharan Africa | STUDY ABROAD | 136000 | CHECK | N/A | N/A |
| South America | RES/EDU/TRAVEL/COSULT | 7597 | CHECK | N/A | N/A |
| East Asia/Pacific | FELLOWSHIP | 130960 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 48 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 52 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (9 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP/FELLOWSHIP | Cent. America/Caribbean | 193 | 674723 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | East Asia/Pacific | 174 | 919810 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Europe/Iceland/Greenland | 899 | 3841872 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Middle East/North Africa | 81 | 280936 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | North America | 42 | 262693 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | Russia | 38 | 181065 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | South America | 44 | 272753 | CREDIT |
| SCHOLARSHIP/FELLOWSHIP | South Asia | 40 | 212338 | CEDIT |
| SCHOLARSHIP/FELLOWSHIP | Sub-Saharan Africa | 165 | 1071530 | CREDIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 | SCHEDULE F, PART I, QUESTION 3 | 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 or, otherwise, based on best available budgeted or estimated amounts. |
| 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PUAM GALA | NameOfEvent1 |
| Gross Receipts Event1 | 177095 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 133830 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 43265 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 59846 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5750 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 45558 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 177095 | GrossReceiptsTotal |
| Charitable Contributions Total | 133830 | CharitableContributionsTotal |
| Gross Revenue Total Events | 43265 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 59846 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5750 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 45558 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 111154 | DirectExpenseSummaryEvents |
| Net Income Summary | -67889 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| BOROUGH OF PRINCETON | ||||||||
| PO BOX 390 | 1 MONUMENT DR | PRINCETON | NJ | 08542 | 216001029 | GOVERNMENT | 1180496 | CONTRIBUTION |
| PRINCETON FIRST AID AND RESCUE SQUAD | ||||||||
| PO BOX 529 | PRINCETON | NJ | 085420529 | 237140015 | 501 (C)(3) | 35000 | CONTRIBUTION | |
| BORO OF PRINCETON FIRE DEPARTMENT | ||||||||
| PO BOX 390 | 1 MONUMENT DR | PRINCETON | NJ | 08542 | 216001029 | GOVERNMENT | 40000 | CONTRIBUTION |
| STONY BROOK MILLSTONE WATERSHED | ||||||||
| 31 TITUS MILL RD | PENNINGTON | NJ | 08534 | 210649717 | 501 (C)(3) | 15000 | CONTRIBUTION | |
| UNITED WAY OF GREATER MERCER COUNTY | ||||||||
| 3131 PRINCETON PIKEBLDG 2 | LAWRENCEVILLE | NJ | 08648 | 210683073 | 501 (c)(3) | 22315 | CONTRIBUTION | |
| WEST WINDSOR TOWNSHIP | ||||||||
| 271 CLARKSVILLE ROAD | WEST WINDSOR | NJ | 08550 | 216001354 | GOVERNMENT | 52519 | CONTRIBUTION | |
| PRINCETON AREA COMMUNITY FOUNDATION | ||||||||
| 15 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 521746234 | 501 (C)(3) | 35000 | CONTRIBUTION | |
| PRINCETON TOWNSHIP | ||||||||
| 400 Witherspoon Street | Princeton | NJ | 08540 | 216001037 | GOVERNMENT | 500000 | CONTRIBUTION | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVNEUE SOUTH | NEW YORK | NY | 10010 | 116107128 | 501(C)(3) | 188897 | CONTRIBUTION | |
| THE FOOD PROJECT INC | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | 043262532 | 501(C)(3) | 75260 | CONTRIBUTION | |
| NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE | ||||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | 223478143 | 501(C)(3) | 101864 | CONTRIBUTION | |
| PU CLASS OF 1969 COMMUNITY SERVICE FUND | ||||||||
| PO BOX 261 | PRINCETON | NJ | 08542 | 223436451 | 501(C)(3) | 42850 | CONTRIBUTION | |
| ROBERTSON FOUNDATION FOR GOVERNMENT INC | ||||||||
| 14255 US HIGHWAY 1 | JUNO BEACH | FL | 33408 | 204630877 | 501(C)(3) | 6625000 | CONTRIBUTION | |
| Princeton Community Housing Inc | ||||||||
| 245 NASSAU STREET | PRINCETONN | NJ | 08540 | 133026182 | 501(C)(3) | 10000 | CONTRIBUTION | |
| CORNER HOUSE FOUNDATION | ||||||||
| 369 WITHERSPOON STREET | PRINCETON | NJ | 08540 | 222359490 | 501(c)(3) | 20000 | CONTRIBUTION | |
| PRINCETON HEALTHCARE SYSTEM | ||||||||
| 253 WITHERSPOON STREET | PRINCETON | NJ | 08540 | 210635009 | 501(C)(3) | 4100000 | CONTRIBUTION | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | 131628149 | 501(C)(3) | 61808 | CONTRIBUTION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 17 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| UNDERGRADUATE STUDENTS-SCHOLARSHIPS FOR TUITION | 4386 | 109812257 |
| UNDERGRADUATE STUDENTS-SCHOLARSHIPS NON-TUITION | 915 | 4375056 |
| GRADUATE STUDENTS-FELLOWSHIPS FOR TUITION | 2122 | 82370985 |
| GRADUATE STUDENTS-FELLOWSHIPS FOR NON-TUITION | 859 | 46867875 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 provide towards the betterment of the Princeton community at large. The University's Pace Center for Civic Engagement provides grant 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, 2012, Princeton University made sub-award payments to 214 recipient organizations totaling $28,091,962. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (26 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AINSLIE CAROLYN | |||||||||||||
| 384240 | 0 | 0 | 0 | 28832 | 0 | 30662 | 0 | 23077 | 0 | 466811 | 0 | 0 | 0 |
| BIRMINGHAM JENNIFER | |||||||||||||
| 344234 | 0 | 210947 | 0 | 25542 | 0 | 52118 | 0 | 23118 | 0 | 655959 | 0 | 0 | 0 |
| BURSTEIN MARK | |||||||||||||
| 484920 | 0 | 0 | 0 | 40557 | 0 | 30662 | 0 | 18617 | 0 | 574756 | 0 | 0 | 0 |
| cherrey cynthia | |||||||||||||
| 288729 | 0 | 0 | 0 | 8739 | 0 | 30662 | 0 | 13714 | 0 | 341844 | 0 | 0 | 0 |
| DOBKIN DAVID | |||||||||||||
| 400240 | 0 | 0 | 0 | 32578 | 0 | 30662 | 0 | 22350 | 0 | 485830 | 0 | 0 | 0 |
| DURKEE ROBERT | |||||||||||||
| 337399 | 0 | 0 | 0 | 19963 | 0 | 30662 | 0 | 18498 | 0 | 406522 | 0 | 0 | 0 |
| EISGRUBER CHRISTOPHER | |||||||||||||
| 494240 | 0 | 0 | 0 | 39492 | 0 | 30662 | 0 | 22024 | 0 | 586418 | 0 | 0 | 0 |
| ERICKSON JONATHAN | |||||||||||||
| 578869 | 0 | 713536 | 0 | 58849 | 0 | 465926 | 0 | 23815 | 0 | 1840995 | 0 | 593536 | 0 |
| GOLDEN ANDREW | |||||||||||||
| 701240 | 0 | 1183025 | 0 | 77748 | 0 | 648620 | 0 | 42945 | 0 | 2653578 | 0 | 1007858 | 0 |
| KLAUS CHAD | |||||||||||||
| 200347 | 0 | 0 | 0 | 3152 | 0 | 24198 | 0 | 12398 | 0 | 240095 | 0 | 0 | 0 |
| LEYDON BETTY | |||||||||||||
| 453199 | 0 | 0 | 0 | 41676 | 0 | 30662 | 0 | 19981 | 0 | 545518 | 0 | 0 | 0 |
| MALKIEL NANCY WEISS | |||||||||||||
| 295516 | 0 | 0 | 0 | 11025 | 0 | 30662 | 0 | 18635 | 0 | 355838 | 0 | 0 | 0 |
| MCDONOUGH PETER | |||||||||||||
| 375836 | 0 | 0 | 0 | 24509 | 0 | 30662 | 0 | 38962 | 0 | 469969 | 0 | 0 | 0 |
| MCKAY MICHAEL | |||||||||||||
| 295293 | 0 | 0 | 0 | 10451 | 0 | 30662 | 0 | 19368 | 0 | 355774 | 0 | 0 | 0 |
| NAKAMURA CARA | |||||||||||||
| 245674 | 0 | 298197 | 0 | 4218 | 0 | 178678 | 0 | 16549 | 0 | 743316 | 0 | 0 | 0 |
| PORTES ALEJANDRO | |||||||||||||
| 182509 | 0 | 0 | 0 | 326766 | 1311 | 25433 | 0 | 11840 | 0 | 546548 | 1311 | 0 | 0 |
| RIEDL DREW | |||||||||||||
| 354200 | 0 | 361147 | 0 | 16920 | 0 | 323106 | 0 | 14036 | 0 | 1069409 | 0 | 281647 | 0 |
| RUSSEL WILLIAM | |||||||||||||
| 321567 | 0 | 0 | 0 | 15178 | 0 | 30662 | 0 | 15494 | 0 | 382901 | 0 | 0 | 0 |
| SHROFF NILUFER | |||||||||||||
| 223296 | 0 | 0 | 0 | 14653 | 0 | 28337 | 0 | 17545 | 0 | 283831 | 0 | 0 | 0 |
| SMITH STEWART AJ | |||||||||||||
| 337385 | 0 | 0 | 0 | 17482 | 0 | 30662 | 0 | 22077 | 0 | 407606 | 0 | 0 | 0 |
| SMITH VALERIE | |||||||||||||
| 278633 | 0 | 0 | 0 | 49416 | 0 | 30662 | 0 | 16274 | 0 | 374985 | 0 | 0 | 0 |
| SULLIVAN-CROWLEYLIANNE | |||||||||||||
| 269296 | 0 | 0 | 0 | 12432 | 0 | 30662 | 0 | 24491 | 0 | 336881 | 0 | 0 | 0 |
| TILGHMAN SHIRLEY | |||||||||||||
| 729920 | 0 | 0 | 0 | 84717 | 0 | 30662 | 0 | 90027 | 0 | 935326 | 0 | 0 | 0 |
| WOOD ELIZABETH | |||||||||||||
| 394240 | 0 | 0 | 0 | 24060 | 0 | 30662 | 0 | 20204 | 0 | 469166 | 0 | 0 | 0 |
| MCCRUDDEN CHRISTOPHER | |||||||||||||
| 12966 | 0 | 0 | 0 | 493728 | 0 | 1383 | 0 | 3966 | 0 | 512043 | 0 | 0 | 0 |
| MCDONALD BRIAN | |||||||||||||
| 0 | 0 | 0 | 0 | 195241 | 0 | 23912 | 0 | 12602 | 0 | 231755 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 7 | The president of 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. |
| 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 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 to live in its official president's residence for its convenience and as a condition of employment. The University employs a cook, house manager and housekeeping staff to support business events at the official president's residence. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | The President of 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. |
| 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. |
| Voluntary Incentive Retirement Plan | Schedule J, Part II, Column B (iii) Other Reportable Compensation | Alejandro Portes received bonus compensation in accordance with a voluntary incentive retirement plan offered to faculty members who reach retirement age. |
| SEVERANCE PAYMENTS | SCHEDULE J, PART I, LINE 4A AND PART II, COLUMN B (III) | The following employees received severance payments as part of a leadership transition: Brian McDonald received $200,000 and Christopher McCrudden received $493,692. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605lea2 | 2003-06-26 | 120288759 | REFUNDING OF O/S COMM PAPER NOtes | false | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605lgg7 | 2003-10-23 | 125451946 | FIN ADVANCE REFUNDING OF VAR Notes | true | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605lry6 | 2004-07-29 | 185398618 | FUNDS-MAINT,EQUIP&CONS&REF. NOTES | false | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605luu0 | 2005-04-12 | 148571158 | FIN REFUNDING O/S NOTES&ADV REFUND | true | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 54915000 | 0 | 120288759 | 0 | 0 | 0 | 284650 | 0 | 0 | 120000000 | 0 | 0 | 2004 | true | false | true | true |
| 47630000 | 116230000 | 125451946 | 0 | 0 | 0 | 293172 | 0 | 0 | 0 | 0 | 0 | true | true | true | true | |
| 34280000 | 0 | 189003810 | 0 | 0 | 0 | 129938 | 0 | 0 | 188650863 | 0 | 0 | 2006 | true | false | true | true |
| 7535000 | 139695000 | 148571158 | 0 | 0 | 58404653 | 271770 | 0 | 0 | 0 | 0 | 0 | true | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| 0 | |||||||||
| 0.00402 | false | true | true | true | true | true | 0.00030 | 0.00432 | true |
| 0.00320 | false | true | true | true | true | true | 0.00024 | 0.00344 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| false | false | false | false | 0 | false | true | ||
| 0 | ||||||||
| true | false | false | false | 0 | false | false | ||
| 0 | ||||||||
| false | false | false | true | transamerica lifeins | false | true | 1.9 | true |
| 0 | ||||||||
| false | false | false | false | 0 | false | true | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DIFFERENCE BETWEEN PROCEEDS AND ISSUE PRICE | Schedule K, Part II, line 3 | for cusip numbers 64605lry6, 64605LWF1, 64605LL97, 646065JB9, 646065VL3, 646065E32, and 646065Z21 the difference between the total proceeds and the issue price are due to investment earnings included in total proceeds. |
| YEAR OF SUBSTANTIAL COMPLETION | SCHEDULE K, PART II, LINE 8 | FOR CUSIP NUMBER 64606R7M0, THE FINANCED PROJECTS WERE NOT SUBSTANTIALLY COMPLETE AS OF THE TAX YEAR END. FOR CUSIP NUMBERS 64605LGG7,64605LUU0,64605LT65,646065GY2, AND 646065WX6, 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 NUMBERS 64605LEA2 AND 64605LGG7 ARE 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 3C | 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. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605lwf1 | 2005-06-16 | 117648580 | FUNDS-MAINT,EQUIP&CONST&PAY ISSUAN | false | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605ll97 | 2006-06-01 | 75231843 | FUNDS-MAINT,EQUIP&CONST&PAY ISSUAN | false | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64605lt65 | 2006-08-10 | 93380761 | FIN REFUND OF O/S NOTES&PAY ISSUAN | true | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 646065jb9 | 2007-06-19 | 330156288 | FUNDS-MAINT,EQUIP&CONST&REF NOTES | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 15230000 | 0 | 122185075 | 0 | 0 | 0 | 645451 | 0 | 0 | 121539624 | 0 | 0 | 2008 | false | false | true | true |
| 9625000 | 0 | 76524797 | 0 | 0 | 0 | 228475 | 0 | 0 | 76296322 | 0 | 0 | 2008 | false | false | true | true |
| 1175000 | 90245000 | 93380761 | 0 | 0 | 65640876 | 184704 | 0 | 0 | 0 | 0 | 0 | false | true | true | true | |
| 29475000 | 0 | 351448118 | 0 | 12666896 | 0 | 793000 | 0 | 0 | 337998222 | 0 | 0 | 2010 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00590 | 0.00021 | 0.00611 | true |
| false | true | true | true | true | true | 0.00198 | 0.00051 | 0.00248 | true |
| false | true | true | true | true | true | 0.00415 | 0.00028 | 0.00443 | true |
| false | true | true | true | true | true | 0.00800 | 0.00010 | 0.00809 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| false | false | false | true | transamerica lifeins | 2.2 | true | true | false |
| 0 | ||||||||
| true | false | false | true | royal bank of canada | 2. | true | false | false |
| 0 | ||||||||
| false | false | false | false | 0 | false | true | ||
| 0 | ||||||||
| false | false | false | true | citigroup financial | 2.2 | true | false | true |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 646065gy2 | 2007-06-19 | 68538881 | FIN ADV REFUND&DEFEASANCE O/S NOTE | true | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 646065vl3 | 2008-09-25 | 254564399 | FUNDS-MAINT,EQUIP&CONST&PAY ISSUAN | false | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 646065wx6 | 2008-11-05 | 215736061 | FIN REFUNDING&DEFEASANCE O/S NOTES | true | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 646065e32 | 2010-01-28 | 262164806 | FUNDS-MAINT,EQUIP,CONSTR&PAY ISSUA | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 475000 | 66100000 | 68538881 | 0 | 0 | 61880099 | 133888 | 0 | 0 | 0 | 0 | 0 | false | true | true | true | |
| 13770000 | 0 | 258892375 | 0 | 12000000 | 0 | 810619 | 0 | 0 | 246081756 | 0 | 0 | false | false | false | true | 2010 |
| 47050000 | 214650000 | 215736061 | 0 | 0 | 0 | 936426 | 0 | 0 | 0 | 0 | 0 | true | false | true | true | |
| 4525000 | 0 | 262532815 | 0 | 0 | 0 | 961995 | 0 | 0 | 261570820 | 0 | 0 | false | false | false | true | 2012 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00442 | 0.00026 | 0.00468 | true |
| false | true | true | true | true | true | 0.02673 | 0.00010 | 0.02683 | true |
| false | true | true | true | true | true | 0.00069 | 0.00068 | 0.00137 | true |
| false | true | true | true | true | true | 0.01177 | 0.00023 | 0.01200 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| 0 | ||||||
| false | false | false | false | 0 | false | true |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 646065z21 | 2011-07-06 | 266360210 | funds-maint,equip,constr&pay issua | false | false | false |
| NEW JERSEY EDUCATIONAL FACILITIES AUTHORITY | |||||||
| 221829511 | 64606r7m0 | 2010-12-07 | 20400000 | commercial paper notes-fin.constr | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 266477765 | 0 | 0 | 0 | 1067500 | 0 | 0 | 182888183 | 0 | 82522082 | 2012 | false | false | false | true |
| 0 | 0 | 20400000 | 0 | 0 | 0 | 0 | 0 | 0 | 20400000 | 0 | 0 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | true | 0.00077 | 0.00010 | 0.00087 | true |
| false | true | true | true | true | true | 0.00010 | 0.00051 | 0.00061 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|
| 0 | ||||||
| false | false | false | false | 0 | false | true |
| 0 | ||||||
| false | false | false | false | 0 | ||
Schedule L IRS990ScheduleL
Loan Table LoanTable (16 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Ainslie Carolyn | ||||||
| MORTGAGE | X | $675,000 | 655622 | false | false | true |
| BIRMINGHAM JENNIFER | ||||||
| MORTGAGE | X | $878,385 | 868491 | false | false | true |
| BURSTEIN MARK | ||||||
| MORTGAGE | X | $148,920 | 137195 | false | false | true |
| DICKERSON JANET S | ||||||
| MORTGAGE | X | $249,335 | 100728 | false | false | true |
| ERICKSON JONATHAN | ||||||
| MORTGAGE | X | $758,398 | 743877 | false | false | true |
| GOLDEN ANDREW | ||||||
| MORTGAGE | X | $693,500 | 661069 | false | false | true |
| KLAUS CHAD | ||||||
| MORTGAGE | X | $474,835 | 438889 | false | false | true |
| LEYDON BETTY | ||||||
| MORTGAGE | X | $450,000 | 397126 | false | false | true |
| MCCRUDDEN CHRISTOPH | ||||||
| MORTGAGE | X | $450,000 | 396045 | false | false | true |
| mcdonough peter | ||||||
| MORTGAGE | X | $322,700 | 286621 | false | false | true |
| NAKAMURA CARA | ||||||
| MORTGAGE | X | $417,000 | 401832 | false | false | true |
| Portes Alejandro | ||||||
| MORTGAGE | X | $247,600 | 207009 | false | false | true |
| SMITH VALERIE | ||||||
| MORTGAGE | X | $493,380 | 467800 | false | false | true |
| SMITH VALERIE | ||||||
| RECRUITMENT LOAN | X | $240,000 | 90000 | false | false | true |
| Sullivan-CrowleyL | ||||||
| mortgage | X | $518,500 | 485699 | false | false | true |
| Tilghman Shirley | ||||||
| Mortgage | X | $417,000 | 410965 | false | false | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 6748968 | TotalBalanceDue |
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| NOT REQUIRED | 31700 | SCHOLARSHIPS |
| NOT REQUIRED | 12000 | PARENT LOAN |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BURTON MALKIEL | |||
| SPOUSE OF KEY EMPLOYEE | 54100 | COMP. IN CAPACITY AS PROFESSOR | false |
| Thermo Fisher Scientific LLC | |||
| SEE PART V | 2459361 | SEE PART V | false |
| HellmanFriedman Capital Partners V | |||
| SEE PART V | -4938412 | SEE PART V | false |
| HELLMANFRIEDMAN CAPITAL PARTNERS V | |||
| SEE PART V | -13595032 | SEE PART V | false |
| HELLMANFRIEDMAN CAPITAL PARTNERS V | |||
| SEE PART V | 4824758 | SEE PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Loans to and/or from interested persons | 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, key and highest compensated employees, under the authority of resolutions adopted by the Committee on Finance of the Board of Trustees. THERMO FISCHER SCIENTIFIC LLC SCHEDULE l, PART IV, COLUMN (B) Michael Porter, a Princeton university trustee, is a director of Thermo Fischer Scientific LLC. Schedule L, Part IV, Column (d) Thermo Fischer Scientific LLC supplies the University with various laboratory supplies and equipment that are procured on a competitively bid basis. |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS V, VI, & VII, LP | SCHEDULE L, PART IV (B) | PRINCETON UNIVERSITY HOLDS LIMITED PARTNERSHIP INTERESTS IN HELLMAN & FRIEDMAN CAPITAL PARTNERS V, VI, AND VII, LP. pHILIP HAMMARSKJOLD, A PRINCETON UNIVERSITY TRUSTEE, IS AN OFFICER, DIRECTOR, PARTNER AND SHAREHOLDER IN THESE ENTITIES. SCHEDULE L, PART IV (D) THE AMOUNT OF TRANSACTION (C) FOR CAPITAL PARTNERS V, LP INCLUDES CAPITAL CONTRIBUTED DURING THE YEAR BY THE TRUSTEES OF PRINCETON UNIVERSITY OF $41,706, THE UNIVERSITY'S SHARE OF CURRENT YEAR INCOME (LOSS) OF (438,158), AND CAPITAL DISTRIBUTED DURING THE YEAR TO THE TRUSTEES OF PRINCETON UNIVERSITY OF $4,541,960. THE AMOUNT OF TRANSACTION (C) FOR CAPITAL PARTNERS VI, LP INCLUDES CAPITAL CONTRIBUTED DURING THE YEAR BY THE TRUSTEES OF PRINCETON UNIVERSITY OF $1,686,363, THE UNIVERSITY'S SHARE OF CURRENT YEAR INCOME (LOSS) OF (3,997,754), AND CAPITAL DISTRIBUTED DURING THE YEAR TO THE TRUSTEES OF PRINCETON UNIVERSITY OF $11,283,641. THE AMOUNT OF TRANSACTION (C) FOR CAPITAL PARTNERS VII, LP INCLUDES CAPITAL CONTRIBUTED DURING THE YEAR BY THE TRUSTEES OF PRINCETON UNIVERSITY OF $5,153,471 AND THE UNIVERSITY'S SHARE OF CURRENT YEAR INCOME (LOSS) OF (328,713). |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 568004 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 449614 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1005 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 59111460 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 61340 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50767 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 24 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NUMBER OF CONTRIBUTIONS | Identifier |
| Return Reference | PART I, COLUMN B | ReturnReference |
| Explanation | AMOUNT REPRESENTS THE NUMBER OF INDIVIDUAL TRANSACTIONS OF NON-CASH CONTRIBUTIONS RECEIVED. TYPE OF PROPERTY SCHEDULE M, PART I, LINES 1,4,18, & 22 METHOD OF DETERMINING REVENUES FOR ART WORK, BOOKS & PUBLICATIONS, COLLECTIBLES, AND HISTORICAL ARTIFACTS 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 PART I, QUESTION 32B BROKERS ARE USED TO SELL CONTRIBUTED SECURITIES. THE ORGANIZATION DOES NOT USE THIRD PARTIES TO SOLICIT NONCASH CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES | PART V, LINE 4B | CONTINUED FROM STATEMENT 2 Germany Greece Hong Kong Ireland Italy Japan Malaysia Mauritius Netherlands Norway Poland Singapore Sweden Switzerland Thailand Turkey United Kingdom |
| BUSINESS RELATIONSHIP | PART VI, SECTION A, QUESTION 2 | Nancy Peretsman, a trustee, serves on the board of an exempt organization which employs Danielle Allen, a trustee. significant changes to its governing documents Part VI, Section A, Question 4 The following significant changes were made to THE organization's bylaws effective September 24, 2011. 1.Charter Trustees are now elected by the Board to serve for terms of eight years (previously 10 year terms). 2.The number of Term Trustees is now between four and ten (previously the number was between 4 and 8). 3.Provisions regarding the responsibilities of the Chair and the Vice Chair, as Officers of the Board, have been added. The concept of the Chair of the Executive Committee has been replaced with the concept of the Chair of the Board. 4.The Officers of the Board shall serve as voting members of all committees of the Board. 5.Under the supervision of the University President, the performance of the Officers of the Corporation will be reviewed annually and the continuation of their appointments will be reviewed at five year intervals, with the results of such reviews reported to the Board. 6.The President of the University will be a voting member of all committees, except the Compensation Committee, and is now eligible to serve as Chair on any of them if the Chair of the committee is not available. 7.The performance of the University President will be reviewed annually under the auspices of the Executive Committee, with a more detailed review taking place after the President's second and fifth year in office, and at five-year intervals thereafter. 8.The provision regarding the Treasurer giving bond in an amount directed by the Board has been deleted. 9.The Committee on Board Development will develop and implement procedures to provide opportunities for members of the Board to evaluate their performance and the performance of the Board and its leaders, including committee chairs. 10.The Board is to convene as a Committee of the Whole in connection with certain stated meetings of the Board to address long-term issues as well as issues that transcend more than one committee. 11.The composition of the Executive Committee has been updated. 12.The Finance Committee's authority is clarified such that it is specifically empowered to authorize, review, and approve the Corporation's lending of money, guarantee of obligations, or other assistance to individuals or entities whenever the loan, guarantee, or assistance may reasonably be expected to benefit the Corporation; except that any such transaction with an officer or other employee of the Corporation, who is also a Trustee, may only be authorized by two-thirds of the entire Board, not including the interested Trustee. 13.In addition to supervisory authority over campus real estate, the supervisory authority of the Committee on Grounds and Buildings is clarified so that it includes all real estate not held solely for investment purposes. 14.The Committee on Audit and Compliance is specifically empowered to assist the Board in overseeing the integrity of the University's financial statements, as well as providing supervision with the University's independent audit process and performance. The responsibilities of the committee are further detailed, including but not limited to oversight of the University's faculty and staff conflict of interest policies and oversight of pending litigation and regulatory proceedings that may pose significant risk to the University. 15.The Committee on Alumni Affairs oversees the University's relationships with alumni in areas other than fundraising. 16.The Committee on Public Affairs oversees matters concerning the University's relations with federal, state, and local governments as well as the public media. 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 asked 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 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 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 DE MINIMIS. |
| Other Changes in net assets or fund balances | Part XI, Line 5 | THE ENTIRE AMOUNT REPORTED CONSISTS OF UNREALIZED GAINS ON INVESTMENTS CARRIED AT MARKET VALUE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line1AddressForeign/AddressLine1 | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDIE ENTERPRISES LLC | ||||||||||||
| 701 CARNEGIE CENTER SUITE 438 | PRINCETON | NJ | 08540 | 200747823 | INVESTMENT | NJ | -133469 | 0 | NA | |||
| PRINCETON CHARITABLE FOUNDATION LIMITED | ||||||||||||
| 980591811 | CHARITY | 1183760 | 23775 | NA | 19 OLD BAILEY LONDON EC4M 7EG | UK | UK | |||||
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| FORRESTAL INVESTMENT CORPORATION | ||||||||||
| 701 CARNEGIE CENTER SUITE 438 | PRINCETON | NJ | 08540 | 222968912 | HOLDING CO. | NJ | 501(c)(2) | N/A | PRINCETON U | true |
| STANLEY J SEEGER HELLENIC FUND | ||||||||||
| 701 CARNEGIE CENTER SUITE 438 | PRINCETON | NJ | 08540 | 222266810 | PROGRAMS | NJ | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| FORRESTAL AGRICULTURAL CORPORATION | ||||||||||
| 701 CARNEGIE CENTER SUITE 438 | PRINCETON | NJ | 08540 | 363625291 | INVESTMENTS | IA | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| PRINCETON UNIVERSITY ALUMNI ORGANIZATION | ||||||||||
| 701 CARNEGIE CENTER SUITE 438 | PRINCETON | NJ | 08540 | 222711242 | ALUMNI | NJ | 501(c)(3) | 11-III-O | na | false |
| PRINCETON UNIVERSITY PRESS | ||||||||||
| 41 William Street | Princeton | NJ | 08540 | 210634483 | PUBLICATIONS | NJ | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| PRINCETON-BLAIRSTOWN CENTER INC | ||||||||||
| 350 ALEXANDER ROAD | PRINCETON | NJ | 08540 | 226075831 | PROGRAMS | NJ | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| PRINCETON IN AFRICA INC | ||||||||||
| PO BOX 226 | PRINCETON | NJ | 08542 | 223824520 | PROGRAMS | NJ | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| PRINCETON IN ISHIKAWA INC | ||||||||||
| 211 JONES HALL PRINCETON UNIVERSIT | PRINCETON | NJ | 08544 | 223563022 | PROGRAMS | NJ | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| PRINCETON IN BEIJING INC | ||||||||||
| 211 JONES HALL PRINCETON UNIVERSIT | PRINCETON | NJ | 08544 | 223779722 | PROGRAMS | NJ | 501(c)(3) | 11-TYPE I | PRINCETON U | true |
| FOUNDING FATHERS PAPERS INC | ||||||||||
| 701 CARNEGIE CENTER | PRINCETON | NJ | 08540 | 222365602 | RESEARCH/PUB | NJ | 501(c)(3) | 11-TYPE I | na | false |
| RESEARCH COLLECTIONS&PRESERVCONSORTIUM | ||||||||||
| 701 CARNEGIE CENTER | PRINCETON | NJ | 08540 | 223751732 | BOOK STORAGE | NJ | 501(c)(3) | 11-TYPE I | na | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Code VCodeVAmount | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Postal CodeAddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETROTIGER III LTD | ||||||||||||||||||||
| 1 HOUSTON CTR 1221 MCKINNEY SUITE | HOUSTON | TX | 77010 | 760328789 | INVESTMENT | TX | NA | excluded from tax | 2386258 | 8877052 | false | false | 0.99000 | |||||||
| NASSAU CAPITAL FUNDS | ||||||||||||||||||||
| 22 CHAMBERS STREET 4TH FLOOR | PRINCETON | NJ | 08542 | 223344912 | INVESTMENT | DE | NA | excluded from tax | 17120805 | 192576998 | false | false | 0.98769 | $1,379,714 | ||||||
| DYNAMO BRASIL I LLC | ||||||||||||||||||||
| 2711 CENTERVILLE ROAD SUITE 400 | WILMINGTON | DE | 19808 | 980515400 | INVESTMENT | DE | NA | excluded from tax | -5180681 | 208100716 | false | false | 1.00000 | |||||||
| PB INSTITUTIONAL LP | ||||||||||||||||||||
| 10 ST JAMES AVE STE 1700 | BOSTON | MA | 02116 | 043425688 | INVESTMENT | DE | NA | excluded from tax | 50473342 | 918281261 | false | false | 0.97960 | -$442,097 | ||||||
| VARDE FUND VI-A LP | ||||||||||||||||||||
| 8500 NORMANDALE LAKE BLVD SUITE 15 | MINNEAPOLIS | MN | 55437 | 412022693 | INVESTMENT | DE | NA | excluded from tax | -5849363 | 154506541 | false | false | 0.87628 | |||||||
| FARALLON CAP INST PARTIII | ||||||||||||||||||||
| ONE MARITIME PLAZA SUITE 2100 | SAN FRANCISCO | CA | 94111 | 943253905 | INVESTMENT | DE | NA | excluded from tax | 10714788 | 468359576 | false | false | 0.91500 | |||||||
| BAKER BIOTECH FUND II (A) LP | ||||||||||||||||||||
| 667 MADISON AVENUE 21ST FLOOR | NEW YORK | NY | 10065 | 331004876 | INVESTMENT | DE | NA | excluded from tax | 1570697 | 2861475 | false | false | 0.55000 | |||||||
| LONE BALSAM LP | ||||||||||||||||||||
| TWO GREENWICH PLAZA SECOND FLLOR | GREENWICH | CT | 08630 | 582359631 | INVESTMENT | DE | NA | excluded from tax | 20212764 | 206476820 | false | false | 0.54946 | $15,424 | ||||||
| WHITECREST PARTNERS | ||||||||||||||||||||
| 222 BERKELEY STREET 22ND FLOOR | BOSTON | MA | 02116 | 043585396 | INVESTMENT | DE | NA | excluded from tax | 27987314 | 423637400 | false | false | 0.90016 | $100,035 | ||||||
| THE ORANGE PARTNERS FUND LTD | ||||||||||||||||||||
| 210634501 | INVESTMENT | NA | excluded from tax | -30369550 | 166109295 | false | false | 0.97600 | PO BOX 309GT UGLAND HOUSE | GRAND CAYMAN | CA | CJ | CJ | |||||||
| ALEXANDER STREET PARTNERS LTD | ||||||||||||||||||||
| 225 WEST WATER STREET STE 1987 | JACKSONVILLE | FL | 322025152 | 593374725 | INVESTMENT | FL | NA | excluded from tax | 24620249 | 314732359 | false | false | 0.81402 | |||||||
| LAXEY UNIVERSAL VALUE LP | ||||||||||||||||||||
| 1209 ORANGE STREET | WILMINGTON | DE | 19801 | 210634501 | INVESTMENT | DE | NA | excluded from tax | 559266 | 42156078 | false | false | 0.91400 | |||||||
| BPI LTD | ||||||||||||||||||||
| INVESTMENT | NA | excluded from tax | 46745796 | 621502220 | false | false | 1.00000 | 103 S CHURCH ST PO BOX 1034 GT | GR | CJ | CJ | CAYMAN ISLANDS | ||||||||
| PETROTIGER IV LTD | ||||||||||||||||||||
| 1 HOUSTON CENTER-1221 MCKINNEY 37 | HOUSTON | TX | 77010 | 760495639 | INVESTMENT | TX | NA | excluded from tax | 2378953 | 8409533 | false | false | 0.82600 | |||||||
| PETROTIGER I LTD | ||||||||||||||||||||
| 1 HOUSTON CENTER 1221 MCKINNEY 3 | HOUSTON | TX | 77010 | 760230203 | INVESTMENT | TX | NA | excluded from tax | 8693267 | 23446547 | false | false | 0.84800 | |||||||
| farallon special situation partners | ||||||||||||||||||||
| 1 maritime plaza suite 2100 | san francisco | CA | 94111 | 943244687 | investment | CA | na | EXCLUDED FROM TAX | -1500731 | 12917947 | false | false | 0.98921 | |||||||
| GEOLOGIC RESOURCE OPPORTUNITIES FUNDLTD | ||||||||||||||||||||
| investment | na | excluded from tax | -43271336 | 96383205 | false | false | 0.65400 | c/o Goldman Sachs caymanTrustltd | Gardenia court,Ste 407,45 Market st | Camana Bay | CJ | CJ | KY1-1103 | |||||||
| ANCHOR FUND INTERNATIONAL INC | ||||||||||||||||||||
| 4306 Pablo Oaks Court | Jacksonville | FL | 32224 | investment | NA | EXCLUDED FROM TAX | 2974365 | 27882495 | false | false | 0.96000 | VI | ||||||||
| 2-4 NASSAU LLC | ||||||||||||||||||||
| PO BOX 30 | PRINCETON | NJ | 08542 | 208596685 | INVESTMENT | NJ | GOLDIE ENTERPRI | EXCLUDED FROM TAX | -133469 | 0 | false | false | 0.00000 | |||||||
| BENGAL LP | ||||||||||||||||||||
| 515 MADISON AVE SUITE 4200 | NEW YORK | NY | 10022 | 204641456 | INVESTMENT | DE | NA | EXCLUDED FROM TAX | 2709028 | 0 | false | false | 0.00000 | |||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Primary ActivityPrimaryActivity | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Charitable Remainder TrustS (300) | |||||||||||
| Investment | various | TRUST | |||||||||
| CHARITABLE LEAD TRUSTS (13) | |||||||||||
| INVESTMENT | VARIOUS | TRUST | |||||||||
| POOLED FUNDS (203) | |||||||||||
| INVESTMENT | VARIOUS | TRUST | |||||||||
| CHARITABLE GIFT ANNUITIES (127) | |||||||||||
| INVESTMENT | VARIOUS | TRUST | |||||||||
| Nassau Opex Corp | |||||||||||
| Investment | princeton u | C Corp | po box 305 | Belle Mead | NJ | 085020305 | 223643230 | DE | 0 | 46462 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (23 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FORRESTAL INVESTMENT CORPORATION | ||
| R | 10591395 | CASH |
| STANLEY J SEEGER HELLENIC FUND | ||
| C | 1360101 | CASH |
| FORRESTAL AGRICULTURAL CORPORATION | ||
| B | 1750000 | CASH |
| PRINCETON UNIVERSITY ALUMNI ORGANIZATION | ||
| C | 798562 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| A | 48860 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| J | 123029 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| M,N,P | 141344 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| Q | 3112352 | CASH |
| PRINCETON UNIVERSITY PRESS | ||
| R | 2671184 | CASH |
| PRINCETON-BLAIRSTOWN CENTER INC | ||
| P | 178000 | CASH |
| FOUNDING FATHERS PAPERS INC | ||
| C | 525000 | CASH |
| RESEARCH COLLECTIONS&PRESERVATION CONSORTIUM | ||
| B,O | 354736 | CASH |
| NASSAU CAPITAL FUNDS | ||
| B | 661104 | CASH |
| NASSAU CAPITAL FUNDS | ||
| R | 57880857 | CASH |
| DYNAMO BRASIL I LLC | ||
| r | 26200000 | CASH |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS III | ||
| b | 3262261 | cash |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS III | ||
| R | 25198482 | CASH |
| VARDE FUND VI-A LP | ||
| b | 8000000 | CASH |
| BPI LTD | ||
| R | 25000000 | CASH |
| FARALLON SPECIAL SITUATION PARTNERS LP | ||
| B | 98853 | CASH |
| 2-4 NASSAU LLC | ||
| B | 52013 | CASH |
| 2-4 NASSAU LLC | ||
| R | 7038594 | CASH |
| BENGAL LP | ||
| R | 48752301 | CASH |