Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
The Trustees of Princeton University
 
Employer identification number

21-0634501
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) CALHOUN W ROCHELLE OFFICER MORTGAGE   X 445,993 438,721   No   No Yes  
(2) DOLAN JILL Key Employee MORTGAGE   X 257,667 228,362   No   No Yes  
(3) DOLAN JILL KEY EMPLOYEE RECRUITMENT   X 150,000 7,500   No   No Yes  
(4) DOMINICK JAMES Officer MORTGAGE   X 476,028 442,376   No   No Yes  
(5) HEANEY KEVIN OFFICER MORTGAGE   X 713,475 685,956   No   No Yes  
(6) KLAUS CHAD Officer MORTGAGE   X 474,835 400,153   No   No Yes  
(7) KULKARNI SANJEEV KEY EMPLOYEE MORTGAGE   X 800,000 800,000   No   No Yes  
(8) LESLIE SARAH-JANE KEY EMPLOYEE RECRUITMENT   X 125,000 50,000   No   No Yes  
(9) Romero Ramona Officer Mortgage   X 880,000 841,838   No   No Yes  
(10) TRUSTEE FERPA TRUSTEE EDUCATIONAL   X 17,220 20,511   No   No Yes  
(11) Tilghman Shirley Former Officer Mortgage   X 417,000 377,785   No   No Yes  
(12) WHANG KYUJUNG OFFICER MORTGAGE   X 560,040 531,628   No   No Yes  
(13) OFFICER FERPA OFFICER PARENT LOAN   X 160,000 106,549   No   No Yes  
Total ...............Small Bullet $ 4,931,379
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
(1) NOT REQUIRED   55,800 SCHOLARSHIPS EDUCATION
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2017
Page 2
Schedule L (Form 990 or 990-EZ) 2017
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) FERPA Son of officer 18,232 Compensation as a grad.student   No
(2) STACY WOLF Spouse of Key Employee 150,775 Compensation as an employee   No
(3) Mark Johnston Spouse of Key Employee 358,072 COMPENSATION AS AN EMPLOYEE   No
(4) Rachel Leslie Sibling of Key Employee 90,715 Compensation as an employee   No
(5) Jeremy Ian Adelman Spouse of Officer 284,695 Compensation as an Employee   No
(6) Christina Lee Spouse of Former Officer 95,700 Compensation as an Employee   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
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 and key employees, under the authority of resolutions adopted by the Committee on Finance of the Board of Trustees.
Schedule L (Form 990 or 990-EZ) 2017


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