Alumni Organizations & Classes

LAST UPDATED: June 26, 2017

What You Should Know

Each year, all Princeton University alumni organizations and classes are required to file a federal tax return, IRS Form 990, called Return of Organization Exempt from Income Tax.

Each organization and class has the option to file the Form 990 on its own or to join the University's group tax return. The group tax return, filed every year by the University’s tax department, requires each alumni organization and class to complete a questionnaire.

Newly created alumni organizations and classes must have formally elected to be included in the University's group tax return. If you opted to join the group tax return, return your completed questionnaire by email or mail to the tax department.

Alumni Organizations: Information Needed for Group Tax Returns

At the end of each fiscal year, alumni organization treasurers will receive the required financial questionnaire and instructions for completion.  Below is information for the most recently ended fiscal year:

Alumni Organizations Letter - FYE 2017

Princeton Alumni Association Financial Report Questionnaire - FYE 2017

Financial Report Instructions - FYE 2017

Suggested Accounting Procedures

Princeton University Classes: Information Needed for Group Tax Returns

At the end of each fiscal year, alumni class treasurers will receive the required financial questionnaire and instructions for completion. Below is information for the most recently ended fiscal year:

Alumni Class Letter - FYE 2017

Class Financial Report Questionnaire - FYE 2017

Financial Report Instructions - FYE 2017

Active Mail Counts as of July 2016

Suggested Accounting Procedures

Princeton Reunions Financial Report

There is one group return that includes all classes, organizations, and reunions. The Reunions Financial Report Questionnaire provides the required information for the most recently ended fiscal year.


 

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