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
2019
Open to Public Inspection
Name of the organization
WAKE FOREST UNIVERSITY
 
Employer identification number

56-0532138
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
Ctr America & Caribbean 0 0 Program Service Study Abroad 38,388
Europe & North Atlantic 0 0 Program Service Services 3,000
Europe & North Atlantic 0 0 Program Service Research 153,000
East Asia & Pacific 0 0 Program Service Research 25,058
East Asia & Pacific 1 2 Program Service Study Abroad 41,474
Europe & North Atlantic 6 58 Program Service Study Abroad 4,341,947
Europe & North Atlantic 0 0 Program Service Conferences 176,815
Ctr America & Caribbean 0 0 Program Service Research 10,394
Europe & North Atlantic 0 0 Program Service Fundraising 24,780
Middle East & North Africa 0 0 Program Service Research 11,116
Sub-Saharan Africa 1 9 Program Service Research 117,549
North America 0 0 Program Service Conferences 35,468
North America 0 0 Program Service Research 1,103
South America 1 3 Program Service Study Abroad 208,683
Europe & North Atlantic 0 0 Program Service Depr'n on foreign assets 317,506
South America 2 51 Program Service Research 831,714
South America 0 0 Program Service Conferences 7,047
Central America & Caribbean 0 0 Program Service Recruiting 1,563
Europe & North Atlantic 0 0 Prog-Related Assets Book Value   2,697,966
South Asia 0 0 Program Services Study Abroad 33,442
Sub-Saharan Africa 0 0 Prog-Related Assets Book Value   39,613
South America 0 0 Program Services Depr'n on foreign assets 7,179
Europe & North Atlantic 0 0 Program Services Recruiting 41,011
Ctr America & Caribbean 0 0 Program Services Serv/Educ Trips 12,796
Europe & North Atlantic 0 0 Program Services Serv/Educ Trips 713
East Asia & Pacific 0 0 Program Service Conference 48,739
East Asia & Pacific 0 0 Program Service Recruiting 5,385
Middle East & North Africa 0 0 Program Service Conferences 443
Ctr America & Caribbean 0 0 Program Service Conferences 7,209
North America 0 0 Program Services Recruiting 10,051
South America 0 0 Program Services Recruiting 11,736
South Asia 0 0 Program Services Conferences 12,554
South Asia 0 0 Program Services Recruiting 11,475
South Asia 0 0 Program Services Research 715
Sub-Saharan Africa 0 0 Program Services Conferences 7,383
Russia & the Ind States 0 0 Program Services Conferences 1,276
Europe & North Atlantic 0 0 Investments Book Value   3,235
Sub-Saharan Africa 0 0 Program Service Depr'n on foreign assets 12,109
Sub-Saharan Africa 0 0 Program Service Study Abroad 9,496
South America 0 0 Prog-Related Assets Book Value   11,366
Ctr America & Caribbean 0 0 Program Services Fundraising 3,990
East Asia & Pacific 0 0 Program Services Services 33,370
Middle East & North Africa 0 0 Program Services Recruiting 2,917
Sub-Saharan Africa 0 0 Program Services Recruiting 99
Middle East & North Africa 0 0 Program Services Study Abroad 2,530
North America 0 0 Program Services Serv/Educ Trips 614
3a Sub-total .... 11 123 6,345,042
b Total from continuation sheets to Part I ...     3,030,975
c Totals (add lines 3a and 3b) 11 123 9,376,017
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia & Pac Research Subcon 4,441 Check/wire      
Europe & N. Atl Research Subcon 95,200 Check/wire      
South America Research Subcon 1,041,902 Check/wire      
             
             
             
             
             
             
             
             
             
             
             
             
             
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
3
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
Student scholarships Europe & N Atlantic 25 26,628 Check/wire      
Student scholarships South America 4 6,732 Check/wire      
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US The organization provides funding to faculty for conferences, research and other projects and scholarships to students for study abroad, research and other projects. Faculty and staff expenses must be substantiated under the Accountable Plan to ensure proper use of funds.The Organization sometimes provides operating funds to collaborative organizations and charitable foreign organizations, generally expenditures are reimbursed upon the submission of appropriate documentation. Other activities funded in advance are subject to review for conformity with the approved budgets.
Part I, Line 3f - Method of Accounting The Organization uses the accrual method of accounting on its financial statements and all cash grants and noncash assistance is reported on Schedule F using this method.
Part I, Line 3f - Investments and Expenditures The Organization uses the accrual method of accounting on its financial statements, therefore all investments and expenditures shown on Schedule F are based on that method.Investments are reported at Net Book Value as of the end of the Organization's fiscal year. The valuation and location of investments comes from investment managers and investment financial statements external to the filing organization. Program related assets held in the various regions are reported at net book value according to the organization's fixed asset ledger as of the end of the fiscal year.
Part II, Line 1 - Method of Accounting Grants and subcontracts are provided with the understanding that organizations will expend funds according to grant and subcontract agreements. Information is provided by the grantees to document that funds are expended for their intended purpose.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID: 19009920
Software Version: 2019v5.0