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
2019
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 section 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 the 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 445,993 425,708   No   No Yes  
(2) COLBURN BRENT
  		OFFICER MORTGAGE   X 708,375 695,732   No   No Yes  
(3) DOLAN JILL
  		KEY EMPLOYEE MORTGAGE   X 257,667 220,778   No   No Yes  
(4) DOMINICK JAMES
  		OFFICER MORTGAGE   X 476,028 427,295   No   No Yes  
(5) HEANEY KEVIN
  		OFFICER MORTGAGE   X 713,475 663,438   No   No Yes  
(6) KLAUS CHAD
  		OFFICER MORTGAGE   X 474,835 384,480   No   No Yes  
(7) KULKARNI SANJEEV
  		KEY EMPLOYEE MORTGAGE   X 800,000 778,692   No   No Yes  
(8) MATTEO JAMES
  		OFFICER MORTGAGE   X 500,113 493,316   No   No Yes  
(9) OFFICER (FERPA)
  		OFFICER PARENT LOAN   X 160,000 86,608   No   No Yes  
(10) ROMERO RAMONA
  		OFFICER MORTGAGE   X 880,000 814,031   No   No Yes  
(11) TRUSTEE (FERPA)
  		TRUSTEE EDUCATIONAL   X 17,220 22,115   No   No Yes  
(12) WHANG KYUJUNG
  		OFFICER MORTGAGE   X 560,040 467,338   No   No Yes  
(13) Parker Hilary
  		Officer Mortgage   X 333,690 325,409   No   No Yes  
(14) Leslie Sarah-Jane
  		Key Employee Recruitment   X 125,000 25,000   No   No Yes  
(15) TRUSTEE (FERPA)
  		TRUSTEE EDUCATIONAL   X 16,500 16,019   No   No Yes  
Total ...............Small Bullet $ 5,845,959
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
  		  8,148 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) 2019
Schedule L (Form 990 or 990-EZ) 2019
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) STACY WOLF
  		SPOUSE OF KEY EMPLOYEE 213,900 COMPENSATION AS AN EMPLOYEE   No
(2) MARK JOHNSTON
  		SPOUSE OF KEY EMPLOYEE 348,038 COMPENSATION AS AN EMPLOYEE   No
(3) RACHEL LESLIE
  		SIBLING OF KEY EMPLOYEE 23,080 COMPENSATION AS AN EMPLOYEE   No
(4) JEREMY IAN ADELMAN
  		SPOUSE OF OFFICER 314,868 COMPENSATION AS AN EMPLOYEE   No
(5) CHRISTINA LEE
  		SPOUSE OF FORMER OFFICER 125,400 COMPENSATION AS AN EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part II LOANS TO AND/OR FROM INTERESTED PERSONS 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) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0