SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/form990 for instructions and the latest information.
OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
The Trustees of Princeton University
 
Employer identification number

21-0634501
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean   50 Program Services RES,EDU,TRAVEL,CONSULT 114,949
East Asia and the Pacific 2 470 Program Services RES,EDU,TRAVEL,CONSULT 2,941,236
Europe (Including Iceland and Greenland) 6 2,450 Program Services RES,EDU,TRAVEL,CONSULT 11,637,544
Middle East and North Africa   150 Program Services RES,EDU,TRAVEL,CONSULT 793,333
North America   170 Program Services RES,EDU,TRAVEL,CONSULT 841,094
Russia and the Newly Independent States   60 Program Services RES,EDU,TRAVEL,CONSULT 202,874
South America   130 Program Services RES,EDU,TRAVEL,CONSULT 958,735
South Asia   90 Program Services RES,EDU,TRAVEL,CONSULT 262,238
Sub-Saharan Africa 1 360 Program Services RES,EDU,TRAVEL,CONSULT 1,904,336
Central America and the Caribbean     Investments   7,259,595,306
North America     Investments   293,991,521
East Asia and the Pacific     Investments   434,984,413
Europe (Including Iceland and Greenland)     Investments   372,797,544
Sub-Saharan Africa     Investments   756,515,914
           
           
           
3a Sub-total ..... 9 3,930 9,137,541,037
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 9 3,930 9,137,541,037
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2017
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Schedule F (Form 990) 2017
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Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia and the Pacific RES/EDU/TRAV 871,470 check   N/A N/A
Europe (Including Iceland and Greenland) RES/EDU/TRAV/CONSULT 5,390,818 CHECK   N/A N/A
Middle East and North Africa RES/EDU/TRAVEL/CONSULT 419,029 CHECK   N/A N/A
North America RES/EDU/TRAVEL/CONSULT 83,228 CHECK   N/A N/A
Russia and the Newly Independent States RES/EDU/TRAV/CONSUL 73,871 CHECK   N/A N/A
South America RES/EDU/TRAV/CONSUL 484,271 CHECK   N/A N/A
South Asia RES/EDU/TRAV/CONSUL 43,105 CHECK   N/A N/A
Sub-Saharan Africa RES/EDU/TRAV/CONSUL 1,182,078 CHECK   N/A N/A
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
175
3 Enter total number of other organizations or entities .......................MediumBullet
250
Schedule F (Form 990) 2017
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Schedule F (Form 990) 2017Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
SCHOLARSHIP/FELLOWSHIP Central America and the Caribbean 20 114,949 CREDIT      
SCHOLARSHIP/FELLOWSHIP East Asia and the Pacific 250 2,069,766 CREDIT      
SCHOLARSHIP/FELLOWSHIP Europe (Including Iceland and Greenland) 1,090 6,246,726 CREDIT      
SCHOLARSHIP/FELLOWSHIP Middle East and North Africa 80 374,304 CREDIT      
SCHOLARSHIP/FELLOWSHIP North America 260 757,866 CREDIT      
SCHOLARSHIP/FELLOWSHIP Russia and the Newly Independent States 30 129,004 CREDIT      
SCHOLARSHIP/FELLOWSHIP South America 50 474,464 CREDIT      
SCHOLARSHIP/FELLOWSHIP South Asia 90 219,132 CREDIT      
SCHOLARSHIP/FELLOWSHIP Sub-Saharan Africa 110 722,258 CREDIT      
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2017
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Schedule F (Form 990) 2017
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Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2017
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Schedule F (Form 990) 2017
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Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE F, PART I, QUESTION 2 The University provides the necessary institutional review and approval which is required prior to the awarding of grant funds outside the U.S. Grant awards are not authorized for projects that have not been properly approved by the University. The Office of Research and Project Administration (ORPA) provides guidance on export controls, foreign travel voucher policies, approval verifications, foreign travel checklists, and Federal Aviation Administration waiver checklists. ORPA completes the restricted party screening process for payments to foreign organizations and individuals. The University also maintains a travel registration database which informs users of potentially relevant export control laws and similar concerns when they register for travel to particular destinations. In order to monitor and ensure appropriate use of non-U.S. grant funds, the University analyzes all project results and prepares financial reports that are reviewed at both the program and central office levels.
BEST AVAILABLE INFORMATION FOR TOTAL EXPENDITURES, NUMBER OF EMPLOYEES/AGENTS/INDEPENDENT CONTRACTORS IN REGION, AND NUMBER OF RECIPIENTS Schedule F, Part I, Part II, and Part III The University accounts for all foreign expendtures on the organization financial statements in accordance with generally accepted accounting principles. Activities outside the United States have been identified on a reasonable efforts basis where such activities were not tracked separately under the university's current accounting procedures. These reasonable efforts included reviews of financial records, interviews with University personnel, review of the University's website and publications, etc. Expenditures by region in Part I, Column (F) are based on actual expenditures where available under current accounting procedures. The estimate for Part I line 3 column(c) and Part III column (c) is based on historical surveys of employees/agents/contractors engaged in activities outside the U.S. and the average expenditures per person in each region. ACTIVITIES CONDUCTED IN REGION SCHEDULE F, PART I, QUESTION 3 Pursuant to IRS guidance, Part I, Line 3, column D detail for each type of activity conducted outside the United States for each region is shown on a separate line. Part I, Line 3, column E Program Services include research, education, travel, consulting, conferences, workshops, fellowship research, and study abroad programs.
Sub-awards Schedule F, Part II In furtherance of its research activities, Princeton University makes sub-awards to other foreign institutions that perform research in connection with research grants awarded to Princeton University. Princeton University does not categorize these sub-awards as "foreign activities" for Form 990, Schedule F reporting, since the foreign recipient organizations perform research services for the University and are considered independent contractors which serve the direct needs of the University.
Best available information for total number of tax-exempt recipient organizations and other organizations Schedule F, Part II, Lines 2 & 3 Both the total number of recipient organizations listed above that are recognized as charities by the foreign country, as well as the total number of other organizations or entities have been identified on a reasonable efforts basis where such organizations were not tracked separately under the Universitys current accounting procedures. These reasonable efforts included reviews of University financial records and historical surveys of past recipient organizations engaged in activities outside the U.S.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2017
Additional Data


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