Introduction to Schedule F
The Office of Global Support Services coordinates the University of Pennsylvania’s Schedule F filing. This year, we report on Penn’s 2026 tax return, reflecting FISCAL YEAR activity from July 1, 2025 – June 30, 2026.
Completed templates are due Monday, December 14th, 2026 and must be submitted on the Schedule F Submission page.
After reviewing this website, if you determine that you have no data to report for Schedule F for your department/school, please email confirming “no data to report” to the office of Global Support Services (GSS) at dofglobalsupport@pobox.upenn.edu.
In The News
Check out The Daily Pennsylvanian‘s coverage of Penn’s Schedule F activities and expenditures!
The University of Pennsylvania (Penn), a U.S. nonprofit, is required by the Internal Revenue Service (IRS) to file an annual U.S. Tax Return on Form 990. One component of Form 990 is Schedule F , the “Statement of Activities Outside the United States.” Penn is required to submit one Schedule F for all the activities of the entire University. Schedule F must be submitted annually, on a fiscal year basis.
Each Penn department has its own unique processes and procedures for recording the information that will ultimately need to be reported on Schedule F. For this reason, Penn Central must rely on each department to provide their reportable information. For the University side of operations, Penn Central has included several reports in an application called Qlik to support Penn departments with the data collection and review process.
Reportable information is submitted to Penn Central on the Schedule F Template (an Excel document) so that all the information can be consolidated into one report for the IRS.
- Gifts/donations paid, of any amount, to individuals located outside the US at the time of disbursement (regardless of nationality)
- Gifts/donations, over $5,000, paid to foreign entities, organizations
- Expenditure paid for Penn activities outside the US – Penn has NEW types per below:
- Investments
- Fundraising
- Grantmaking
- Program Services – Education/Training
- Program Services – Research
- Program Services – Recruiting
- Program Services – Study Abroad
- Program Services – Conference/Seminar
- Program Services – Business Meeting/Event
Furthermore, for the expenditure paid, Schedule F requires:
Reportable expenditures are certain expenses for Penn activities conducted OUTSIDE of the US only.
DO NOT report expenses of activities conducted in the US, even if they are related to foreign organizations or individuals. We are NOT reporting expenses related to activities conducted by Penn inside the US, even if the vendors or travelers are foreign. If the expenses are related to activities occurring at Penn in Philadelphia, those expenses are not reportable on Schedule F. For example, do NOT report payment to a Foreign Worker for work conducted in the US; do NOT report a vendor performing research services in the US for research related to a foreign country; and do NOT report paying the airfare for someone to come to the US.
Per the Schedule F instructions: “Expenditures include:
- Salary, wages, or other employment costs
- Travel
- Rent and local office expenses
- GIFTS to or for recipients located in the region (see Gifting tab)
- Bank fees and other financial account maintenance fees and costs
- Payments to agents in the region”
If the expenditure does not fall into these types, we generally do not include it.
DO NOT report supplies, goods, or services to deliver goods, as these are not reportable. For example, do NOT report expenses related to Penn paying a UK publisher for a copy of a manuscript (object code 5239 for supplies). For example, do NOT report shipping, printing, or binding a catalog in the UK.
DO report travel expenses incurred in the US for an activity abroad
The Schedule F instructions state: “Expenditures include travel expenses to, from, and within the region.” Therefore, travel expenses incurred in the US for an activity abroad should be included. For example, if a Penn employee speaks at a conference in a foreign country. Taxi expenses to and from the US airport should be included.
Employees (or post-docs) outside the US and WORKING for over 90 days in one region must be included on the Employees tab of the template. If an employee accumulates over 90 workdays in multiple regions, such as 30 days in South America and 70 days in Asia, you may exclude this individual from the report. Only include the individual if they accumulate 90 workdays in one region. We must include a percentage of the employee’s salary and the corresponding EB rate based on the percentage of the year spent in the region. The underlying details of this calculation should be included in your department’s work papers to be pulled when requested in an audit.
If an activity spans 2 fiscal years, such as a project where an individual departs the US in May and returns in August, the payment process date, transaction date, or invoice created date as reported in Qlik (or other system) should be used, NOT when the costs were incurred. If an expense is incurred in one fiscal year and you know it will be refunded in the next fiscal year, report each transaction in its respective fiscal year. For example, FY20 expense, and FY21 refund, report the full expense in FY20, and report the refund in FY21.
In CONCUR expense reports there is a column called “SchedF Reportable” with a Y, N, or dash. This data comes from a check box in CONCUR. It is a tool for those who find it helpful, so its use will depend upon the expense approvers. Because of this, this data CANNOT BE RELIED UPON. All items should be reviewed to determine if this checkbox was completed correctly.
Schedule F Template
The template is set up to be used with the Combined Report from Qlik. More information about the Combined Report in Qlik is in the Schedule F Reports in the Qlik section.
The Schedule F template in excel is comprised of six tabs, as follows:
- Activities Outside the US: This tab must be completed.
- Introduction: Review for a quick summary of how to use the template and common mistakes. This tab includes the recommended steps for completing the template.
- GIFTS – DONATIONS to Entities: This tab is only required if gifts are made to entities outside the US over $5,000.
- GIFTS – DONATIONS to Individuals: This tab is only required if gifts are given to individuals outside the US at the time of disbursement in any amount.
- Employees: This tab is only required if you have employees (or post-docs) outside the US, in a specific region, for over 90 days.
- Offices: This tab is only required if you have leases over 90 days outside the US.
Note to Wharton administrators: Wharton asks that all activities (including gifts) be reported on the ‘Activities Outside the US’ tab.’ During consolidation, Wharton F&A separates the data into the three tabs for Penn Central.
The following are included in the Schedule F Template Introduction tab.
- Download the combined report in Qlik (PSOM folks must obtain the Combined report from PSOM Finance team)
- Copy and paste the combined report into the “Activities Outside the US” tab (to the right as indicated on the tab).
- Select the headers and all the data fields and apply a filter.
- Filter by the “information source” column, “vendor source” column, or other columns to review the data.
- Delete rows that are not reportable for Schedule F
- For the reportable rows, the template will need to be completed to the left of the combined report data.
- If any gifts are included on the activities outside the US tab, the amount is also reportable on one of the green tabs, depending on if the gift is going to an entity or an individual.
- If any employees are in region over 90 days, they also need to be included on the blue employees tab, and a proration of their salary in the total expenditures column. The salary proration must also be included on the “Activities outside the US” tab.
- If any offices, complete the offices tab.
The following are included in the Schedule F Template Introduction tab.
- Check that the country column is filled out correctly, so that it is also populating the region and country code columns. (Note: If the region and/or country is not populating, you can unhide the tab “Drop Down Lists” to see the country list.)
- Check to make sure each line has the “Activity Type” completed.
- If “program service” is the activity type, make sure the program service column is completed.
- If there are Independent contractors or agents be sure to include them in the appropriate column.
- Check that the total of gifts on the green tabs matches the total gifts included on the activities outside the US tab.
- Check the total employees outside the US over 90 days on the activities tab matches the blue employees tab
- Check the total offices on the activities outside the US matches the red offices tab.
- Only include an individual employee, independent contractor, or agent in the headcount once, even if they are on multiple projects.
- For each employee outside the US over 90 days include a percentage of their salary in the appropriate column on the employee tab and include in total expenditures.
Schedule F Reports in Qlik
Qlik DOES NOT pull any information from the Health Systems, only for the University.
Access to the Schedule F reports in Qlik is restricted. Only individuals granted access by ISC will be able to access the application. Furthermore, once in the application, you will only be able to see information for the department(s) to which you have been granted access. If you need to change who has access, please email Global Support Services at dofglobalsupport@pobox.upenn.edu.
Notes to Perelman School of Medicine (PSOM):
- Qlik Direct Access in Not Provided to PSOM Preparers
- ISC cannot obtain the licenses necessary to grant all PSOM preparers direct access to Qlik. Therefore, PSOM folks are provided the Combined Report from Qlik from PSOM Finance. If you wish to see other specific Qlik reports, contact PSOM Finance.
- CPUP Interfund
- Expenses PSOM later redirects to the Interfund should be included on Schedule F. Expenses will be included where they are ORIGINATED; no inter-fund charges are included on Schedule F, only origination charges, whether originating from the University system or the Health Side System.
To access Qlik navigate to the following QlikCloud link.
If you want to return to this opening page, from the drop-down menu, choose “Overview”.
On the overview page you should see three tiles per below: Overview, How To, and Combined Financial.
Select the Combined Financial tile to open the report and a Report Filter will display on the left side as shown below. Choose the Fiscal year and your school/center. Note: There is an option to filter out certain sources, but it is recommended to run the report with all sources for a comprehensive review.
Next you will need to download the report. Place your mouse over the report and a downward arrow will appear in the upper right corner. It will default to downloading the data to a excel file, so choose “Download.”
The Combined Financial Report in Qlik consolidates data from multiple sources into a single download that can be pasted into the Excel template for submission. Each school must review the source data to determine what should ultimately be reported to the IRS.
- Concur Expense Payments for International Travel
- Expense Reimbursement- Non-Accountable Plan (Object 5345) Payments
- Foreign Travel (Object 5202 and 5205) Non-payables Journals
- Invoice Payments
- Prizes and Awards (Object 5344) Invoice Payments
- Project/Programs (Object 5212) Activity
- World Travel (Agency) Activity
Source Reports in Combined Financial
The following provides context to the source reports included in the Combined Financial report in Qlik. All data is refreshed daily. If you have any questions, comments, concerns, ideas for improvement, as it relates to this data or this reporting process, do not hesitate to reach out to Global Support Services.
This data feeds directly from Concur and is the same data pulled for TEM Concur reports. This source will not include World Travel Concur bookings (see Foreign Travel Non-Payable Journals). A few notes on the columns:
- Country column includes the REPORT county. This is used to populate the Reported Country column.
- Business Purpose is a required drop-down field. This is used to populate the Activity Type and Program Service Type.
- Description and Business Justification are free-form entries made by the traveler.
- Location of Service, Invoice #, Vendor #, Vendor Type, Vendor Site, and Object will always be blank because these data points and are not available in concur data.
- Items only applicable to this concur source:
- Location County (CONCUR) includes more expansive logic to review international components to a trip to aim to represent the physical place where the expense was incurred (e.g. hotel country). In most cases they will match but can diverge if the expense entry’s country code was manually set differently from the actual location’s country.
- Type of Travel (Concur) is what was selected from a drop-down menu.
- Schedule F Reportable (May be inaccurate)(concur) is a check box that can be utilized when entering an expense, but is completed manually and could be checked incorrectly. Please review.
These are ALL payments to Object 5345: Expense Reimbursement – Non-Accountable Plan. ALL payments because the data inputs do adequately specify international.
Expense reimbursement to non-accountable plan includes payments that should be reviewed to determine if they are gifts reportable for Schedule F. Therefore, all entries from this source have been pre-populated as Giftmaking in the Activity type column.
The GL Object description of Object 5345 at August 2026 is “Travel and expense reimbursements for students, employees and guests that do not meet accountable plan rules for expense reimbursement (e.g., there is no bona fide business purpose). Travel and expense reimbursements for independent contractors should be charged to the appropriate professional services object code. Note that expenses charged to object code 5345 are tax reportable to the individual receiving the payment.”
This includes all journals made to Object 5202 and 5205. They include items such as:
- Travel booked through World Travel Concur
- Travel booked through Protravel
- Group travel
- Adjusting entries
The GL Object description at August 2026 is Object Code 5202 – Foreign travel for faculty and staff – “Travel expenditures incurred in conjunction with travel outside the United States and its territories (includes trip-related expenses such as airfare, lodging, ground transportation, and personal meals). Business meals while traveling should be charged to 5209 or 5214.”
The GL Object description at August 2026 is Object Code 5205 – Student foreign travel – “Travel expenditures incurred in conjunction with travel outside the United States and its territories (includes trip related expenses such as airfare, lodging, and ground transportation and meals).”
Generally, entries in the Description column which begin with “8780.kh” are expenses allocated to departments related to travel booked through World Travel Concur. For these journal entries, we have applied logic, using ticket number as a common denominator, to pull in data from World Travel to better understand the context of the journal: Country, Flight Itinerary, and Business Purpose.
- Country – Using logic we aim to identify the applicable country, but this should be reviewed. The logic for one-way and round-trip itineraries: The arrival country populates the Country column. The logic for Itineraries with 3+ legs: A 24-hour threshold is used to distinguish a “meaningful” visit from a layover. If there are multiple meaningful stays, the country where the traveler spent the most time is picked up for the Country column. Please review the other data breadcrumbs such as the WT flight itinerary to determine if the pre-populated country is correct.
- Flight Itinerary – This lists out all the legs of a trip to help audit which country the expense should be applied
- Business Purpose – This is a drop-down field required when booking a flight in the World Travel Concur. This is used to populate the Activity and Program Service Type column
Outside of World Travel journal entries, all other entries do not yet have logic applied to pull in more contextual breadcrumbs, but this is in process.
This displays all invoice payments to international supplier payment sites excluding items charged to Objects:
- 5344 Prizes and Awards
- 5345 Expense Reimbursement – Non-Accountable Plan
- 5212 Project/Program
Unlike prior years, Honorarium object 5314 is INCLUDED in this report. This is in lieu of a separate source report for all items booked to the Honorarium object code.
All entries in this report include an object code (unlike concur data). The object code has been used to prepopulate the Activity and Program Service Column. These defaults should be reviewed.
Items only applicable to this source:
- PO Payment if 1 – This can be used to filter between PO and non-PO payments.
- Remittance Country – Country from which payment is made.
- Vendor Type & Vendor Org – Drop down options to specify vendor information.
- Location of Services – For PO payments this field is required when a service object code is selected. For Non-PO payments the field is also required, but is NOT exclusive to service object codes.
- Location of Services Country – This was added in February 2026 and is a required field when OUTSIDE THE US is selected for location of service.
These are ALL payments to Object 5344 – Prizes & Awards. ALL payments because the data inputs do NOT adequately specify international.
Prizes and awards includes payments that should be reviewed to determine if they are gifts reportable for Schedule F. Therefore, all entries from this source have been pre-populated as Giftmaking in the Activity type column.
The GL object description of Object 5344 at August 2026 is “Payments to non-employee individuals, who are receiving this payment primarily in recognition of religious, charitable, scientific, educational, artistic, literary, or civic achievement or as the result of entering a contest, and not for performing a service.”
These are ALL payments to Object 5212 – International project/program costs.
GL object description of Object 5212 at August 2026 is “use this object code when requesting an advance or seeking reimbursement for an extended international project or program. Examples of such costs would be labor costs, equipment costs and curriculum related expenses such as excursions, cultural instruction, group meals and lodging. The receipts for project/program costs and the responsibility for ensuring that those monies have been spend in accordance with the guidelines of the program or project remain with the school or center. Travel costs associated with international projects/programs should be charged to travel object codes. Prizes and awards includes payments that should be reviewed to determine if they are gifts reportable for Schedule F. Therefore, all entries from this source have been pre-populated as Giftmaking in the Activity type column.”
This is data from World Travel for travel which is booked through them directly. This data is for reference/context only and this report can be deleted entirely as there are no amounts associated with these informational entries. Due to the new logic combining BEN journals to the World Travel, we intend to delete this source from the combined financial report in the next year.
Activities Outside the U.S.
Each header below relates to the column of the template, from left to right.
Please see the Offices tab for additional information.
Please see the Employees tab for additional information.
An Agent is a fiduciary relationship that arises when one-person (a principal) manifests assent to another person (an agent) that the agent shall act on the principal’s behalf and subject to the principal’s control. Does NOT include volunteers, such as board members attending board meetings as volunteers.
An Independent Contractor is a person who contracts to do work for another person according to his or her own processes and methods; the contractor is not subject to another’s control except for what is specified in a mutually binding agreement for a specific job. Remember folks who are classified as Limited Engagement are independent contractors.
Independent Contractors Performing Virtual Services
Does an independent contractor outside the U.S. providing virtual programming need to be reported?
If the independent contractor expense was incurred for services provided in the United States (and over the Internet) and includes recipients both inside and outside the United States, it is NOT reported on Schedule F.
We have independent contractors that provide consulting services to a faculty member in the US. The consultant is international. When filling out the service provider questionnaire, it was deemed ‘activity outside the US’. When would an international consultant be reportable?
Reportability for purposes of Schedule F will depend on the nature of the services the consultant (sitting outside the US) provides. If the international consultant is performing services that s/he could do from anywhere in the world (virtual services) for someone in the US, I would NOT report on Schedule F. If the international consultant is conducting in-person/physical services that must be provided in that foreign country, for example, we have contracted a consultant to conduct in-person training or something of that nature, that must be done in that location, then this would be reportable for Schedule F.
| Activity Type | Notes |
|---|---|
| Fundraising Conducted outside US | This could include trips related to alumni relations and/or development. If you are unsure if the activity is fundraising, click here to review the IRS fundraising definitions. |
| Gifts to Individuals Outside US at time of disbursement, or Foreign Entities | When gifts are made additional details are required on the additional tabs, Part II – Gifts paid to entities over $5,000 or Part III – Gifts to people.
For additional instructions see the Gifting tab. |
| Program Service | Select from 1 of the 6 program service types detailed in the next column, “If Program Service – Identify Type.” |
When an activity type is determined to be a Program Service, please select from one of the following service types.
| Service Type | Notes |
|---|---|
| Business Meetings/Events | A meeting conducted outside the U.S. to carry out the University’s routine operational, administrative, collaborative, or contractual business that does not fall within another category. Examples include board meetings, contract negotiations, and meetings with accounting or legal teams outside the United States. |
| Conference/Seminar | An organized event designed primarily to present, exchange, or disseminate professional, academic, educational, technical, or other subject-matter information to a group of attendees. All Conference or Seminar attendance outside the U.S. should be reported, including speaking engagements and attendee participation. Participation in a competition outside the U.S. should also be included here. |
| Education/Training | These activities further the educational and research missions of the university through Penn conducting and promoting its educational curriculum on a global basis.
Includes HOSTING a competition overseas. |
| Recruiting | This could include trips related to alumni relations and/or development. |
| Research | 1) Clinical Trials, which seek to promote human research for the advancement of scientific research and Penn’s educational and charitable healthcare missions, while ensuring the highest level of research participant safety and facilitating the highest quality research.
2) Field Research that aims to further the mission of the University to pioneer research that pushes the boundaries of current human knowledge. 3) Social Research meant to further the educational and research missions of the University including through the study of demographic data to advance human knowledge. |
| Study Abroad | While engaging in international study, students develop a true understanding of international diversity through immersion in other cultures and by studying in other languages, thereby furthering the educational mission of the University.
Study Abroad activities can also further the educational and research missions of the University through Penn sponsoring or conducting research on a global basis to advance human knowledge. |
Include your description of the activity.
The US is defined as the 50 states and the District of Columbia, the Commonwealth of Puerto Rico, the Commonwealth of the Northern Mariana Islands, Guam, American Samoa, and the US Virgin Islands. A “foreign country” is any sovereignty that isn’t the US.
The IRS determines which countries are allocated to which regions. No action is required other than to include the country in the country column. Please do not change the region assignments that populate when the country is entered.
See the Introduction to Schedule F tab for notes on expenditures.
See the Reports in Qlik tab for more information.
Gifting
All gifts reported on the gift tabs must also be summarized as “Gift making” on the Activities Outside the US tab.
Gifts are donations reported when paid to entities (amounts over $5,000) or to individuals outside the US at the time of the award (citizenship isn’t relevant).
Only gifts made to/for the benefit of third parties should be included.
Gifts include Awards, prizes, contributions, noncash assistance (defined below), cash allocations stipends, scholarships, fellowships, research grants, and similar payments and distributions made by Penn during the year to or for the use of foreign organizations, foreign governments, foreign individuals and U.S. individuals or entities for foreign activity.
Please see the headers below for recommendations and answers to common questions when reporting gifts.
Sub-awards made by the University should NOT be included as gifts; sub-awards should be reported as Program Services (and the program service type should be specified). Please do not include ‘subcontract’ recipients as gifts. These fee-for-service payments should be included in Activity Outside the US, marked as program services, and the type of program service needs to be indicated.
Schedule F is a publicly available report. Therefore, we remove the names of individual donors to protect their identity.
When an undergraduate student is awarded money for an overseas research project they are pursuing (funds for transportation costs, food, and housing), this is a gift on Schedule F if the student is abroad at the time of the gift. If the gift is reportable for schedule F, include the payment(s) on the “Activities outside the US” tab, selecting the activity type as “gift making.” Do not include the awardee student in any headcounts (employee, independent contractor, agent). Additional details will also need to be provided for the gift on the tab “GIFTS-DONATIONS to Individuals” tab.
We must identify the number of organizations listed that are recognized charities in foreign countries. To determine this:
- Check on the US IRS website to see if the foreign entity was issued a 501(c)(3).
- Google the organization and see if we can find recognition as a foreign charity on this organization’s website.
- Look for a website of the foreign government that lists recognized charities and see if it is listed there.
Honoraria is not a gift for the purposes of Schedule F. If an honorarium is paid for an activity outside of the US, it should be included in Activities Conducted Outside the US. Honoraria paid for virtual presentations are not reportable for Schedule F purposes.
Contributions of property, tangible or intangible, other than money. Noncash contributions include, but are not limited to, stocks, bonds, and other securities; real estate; works of art; stamps, coins, and other collectibles; clothing and household goods; vehicles, boats, and airplanes; inventories of food, medical equipment or supplies, books, or seeds; intellectual property, including patents, trademarks, copyrights, and trade secrets; donated items that are sold immediately after donation, such as publicly traded stock or used cars; and items donated for sale at a charity auction. Noncash contributions do not include volunteer services performed for the reporting organization or use of facilities.
Report on the “GIFTS-DONATIONS to Individuals” tab a payment to a foreign hospital designated to cover the medical expenses of a foreign individual. Report on “GIFTS-DONATIONS to Entities” a contribution to a foreign hospital to provide a service to the general public or to serve unspecified charity patients.
An example of a determination is Penn surgeons travel for humanitarian missions to perform surgeries in third-world countries. The surgeons are paid by Penn while traveling. Sometimes, Penn has device companies that donate medical devices for these missions. Typically, the device companies and Penn have a signed gift agreement. These are medical devices that are surgically implanted into patients. An example would be someone with a broken femur may have a rod or metal plate surgically inserted into their leg. Because Penn receives the devices and then Penn gives them to others, these are reportable on Schedule F. Penn should include the FMV of the medical devices gifted to patients on Schedule F. As to whether we report it as gifts to individuals or gifts to entities depends on if Penn grants the devices to a foreign organization or direct to the foreign individual.
Include payments over $5,000 to foreign governments, regardless of where the government agency or representative is located. For instance, a $6,000 donation to a foreign embassy based in Washington, D.C., should be reported in Schedule F, gift making, and Gifts-Donations to Entities.
Employees
We must include a headcount of the employees and employee postdocs (not students) who have been working for the University outside the U.S. for over 90 days in any one country (consecutive or nonconsecutive). It does NOT include days for activities that benefit an individual only (e.g. personal travel, attending a conference, or attending a class).
If there are employees over 90 days, the employee tab in the template must also be completed, and a percentage of salary expense must be included in the total expenditure column.
Please see the headers below for recommendations and answers to common questions related to employees outside the U.S.
Employees are any individual who, under the usual common law rules applicable in determining the employer-employee relationship, has the status of an employee and any other individual treated as an employee for federal employment tax purposes. Employees are NOT independent contractors or agents: An Agent is a fiduciary relationship that arises when one-person (a principal) assents to another person (an agent) that the agent shall act on the principal’s behalf and be subject to the principal’s control. An Independent Contractor is a person who contracts to do work for another person according to his or her own processes and methods; the contractor is not subject to another’s control except for what is specified in a mutually binding agreement for a specific job.
Any time employees or post-docs (not students) are working for Penn OUTSIDE THE US over 90 days are included; the expenditure should also include some percentage of the employee’s salary expense and corresponding EB rate based on time in the country. The underlying details should be included in your work papers to be pulled when requested in an audit.
When completing the employee template, it only includes travel for employees who worked outside the US for 90 days or more during the current fiscal period. For example, for fiscal year 7/1/19 – 6/30/20, if the individual was traveling before 7/1/2019 you will need to change the start date of the trip in the employee template to 7/1/2019, because we are not concerned with dates outside the fiscal period. If the start date is not changed to 7/1/2019 a negative number will be generated in the employee template.
If an employee accumulates over 90 workdays in multiple regions, such as 30 days in South America and 70 days in Asia, you may exclude this employee from the employee headcount. Only include the employee if they accumulate 90 workdays in one region.
If you have an individual outside the US on multiple trips in one region to reach 90 days, this individual should only be counted once. Please think of the number of employees in the region as a head count of individuals outside the US over 90 days (in a region), regardless of how many activities they conducted to reach the 90 days.
Offices
An office is a physical location (whether an office, lab, worksite, or similar physical facility) that the University, directly or through an agent, leases or formally arranges to occupy to conduct the University’s activities regularly (e.g., for at least several months). If any offices are noted, the office tab of the template must also be completed.
Note to Wharton: Wharton F&A will complete the Office Schedule.
Schedule F Submission
Before you submit, please, use the following naming convention for your files:
SchoolName_Schedule F_FY26
e.g. (Wharton_Schedule F_FY26)
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