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YALE UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
YALE UNIVERSITY (EIN 06-0646973)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202321359349305547
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T20:31:09+00:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060646973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Yale UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYALEBusinessNameControlTxt
Phone2034325530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 208239AddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065208239ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephen C MurphyPersonNm
Person TitleVP For Finance and CFOPersonTitleTxt
Phone2034325530PhoneNum
Signature2023-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStephen CPersonFirstNm
Person LastMurphyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Peter SaloveyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 208229AddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065208229ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,018,858,055GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.yale.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1701FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE WORLD THROUGH RESEARCH, SCHOLARSHIP, EDUCATION, PRESERVATION, AND PRACTICE.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee31105TotalEmployeeCnt
Total Volunteers19200TotalVolunteersCnt
Total Gross UBI$346,353,720TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,680,260,285PYContributionsGrantsAmt
CY Contributions Grants$1,427,195,501CYContributionsGrantsAmt
PY Program Service Revenue$2,255,893,666PYProgramServiceRevenueAmt
CY Program Service Revenue$2,518,173,381CYProgramServiceRevenueAmt
PY Investment Income$3,649,243,829PYInvestmentIncomeAmt
CY Investment Income$3,422,206,453CYInvestmentIncomeAmt
PY Other Revenue$31,102,238PYOtherRevenueAmt
CY Other Revenue$42,839,394CYOtherRevenueAmt
PY Total Revenue$7,616,500,018PYTotalRevenueAmt
CY Total Revenue$7,410,414,729CYTotalRevenueAmt
PY Grants And Similar Paid$555,564,723PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$647,588,993CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,712,256,219PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,874,689,103CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$73,067,241CYTotalFundraisingExpenseAmt
PY Other Expenses$1,388,238,142PYOtherExpensesAmt
CY Other Expenses$1,591,129,993CYOtherExpensesAmt
PY Total Expenses$4,656,059,084PYTotalExpensesAmt
CY Total Expenses$5,113,408,089CYTotalExpensesAmt
PY Revenues Less Expenses$2,960,440,934PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,297,006,640CYRevenuesLessExpensesAmt
Total Assets BOY$56,104,600,801TotalAssetsBOYAmt
Total Assets EOY$54,599,818,948TotalAssetsEOYAmt
Total Liabilities BOY$12,673,517,306TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,751,488,951TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$43,431,083,495NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,848,329,997NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,140,487,914ExpenseAmt
Grant$63,839,167GrantAmt
Revenue$2,178,534,002RevenueAmt
DescInstruction: The program service costs include salaries, fringe benefits, and supplies of teaching approximately 14,600 students including 6,494 undergraduates, 3,309 graduate students and 4,722 professional school students. A faculty of more than 5,100 teach and administer programs across a range of disciplines in the sciences and engineering, the social sciences, the humanities, and the various learned professions. More than 80 majors are available in the undergraduate college and more than 35 different degree programs are offered by the university. In addition to the graduate school of arts and sciences, the university has professional schools in the disciplines of architecture, art, divinity, drama, engineering and applied science, global affairs, the environment, law, management, medicine, music, nursing, and public health.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$896,381,390ExpenseAmt
Grant$477,364,682GrantAmt
Revenue$124,456,003RevenueAmt
DescStudent financial aid and services: Yale college admits students for their academic and personal promise without regard to their ability to pay. Yale is committed to an admissions policy that does not consider a student's ability to pay, and a financial aid policy that meets the full need of all students with no loans required. These two principles: need-blind admissions and need-based financial aid, ensure that a Yale education is affordable for everyone, regardless of family background, citizenship, or immigration status. With this policy, Yale strives to create a learning environment accessible to the most talented students from around the world and that incorporates the widest possible range of student backgrounds. In FY2022, 3,521 or 54% of undergraduates received need-based scholarships or grants from Yale sources of $59,944 on average. All of Yale's graduate and professional schools provide financial aid to their students based on their individual policies and procedures. This category of expenditures also includes: the operation of dining halls that provided 2,245,294 meals to students, faculty and staff; maintenance of dormitories housing 5,162 undergraduates and 940 graduate and professional school students; operation and maintenance of athletic facilities for the 35 intercollegiate sports, over 20 intramural sports, and approximately 48 club sports teams offered at Yale. Also included are physical education instruction, parking facilities, laundry facilities, student centers, and other facilities and programs (including extracurricular activities and student health services) that provide support, services, and academic/cultural enrichment to the University's students.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$682,150,508ExpenseAmt
Grant$95,001,459GrantAmt
Revenue$140,228,638RevenueAmt
DescResearch: The University engages in extensive research in medicine, science, engineering, the arts, social sciences, and humanities. The University's research activities are aimed at the advancement of knowledge as well as training students in the research process. As integral parts of a unified, innovative, and accessible student-centered research University, Yale's labs and classrooms are turning out groundbreaking medical and scientific discoveries and the next generation of innovators in many areas of research excellence. The University's outstanding facilities devoted to research are comprised of myriad laboratories, centers, libraries, collections and institutes that focus on research in geology, chemistry, biology, engineering and applied science, anthropology, paleontology, psychology, molecular and structural biology, nuclear structure, child development, social policy, biospheric studies and numerous biomedical sciences, to name but a few.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$758,415,736ExpenseAmt
Grant$11,383,685GrantAmt
Revenue$73,685,927RevenueAmt
DescOTHER PROGRAM SERVICES INCLUDE ACADEMIC SUPPORT, PUBLIC SERVICE, AND OTHER INSTITUTIONAL SUPPORT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$758,415,736TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$11,383,685TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$73,685,927TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$4,477,435,548TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document30062IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee31105EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryJEForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryUCForeignCountryCd
Foreign CountryCYForeignCountryCd
Foreign CountryETForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisuseYes (true)MaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stephen C Murphy VP For Finance and CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2034325530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 208239AddressLine1Txt
CityNew HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065208239ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Peter Salovey
Trustee & President50.02.2Yes (X)Yes (X)$2,160,396$0$100,298
Ann Miura-Ko
Trustee5.00.0Yes (X)$0$0$0
Annette Thomas
Trustee5.00.0Yes (X)$0$0$0
Carlos R Moreno
Trustee5.00.0Yes (X)$0$0$0
Catharine B Hill
Trustee5.00.0Yes (X)$0$0$0
Charles W Goodyear IV
Trustee5.00.0Yes (X)$0$0$0
David A Thomas
Trustee5.00.0Yes (X)$0$0$0
David Sze
Trustee5.00.0Yes (X)$0$0$0
E John Rice Jr
Trustee5.00.0Yes (X)$0$0$0
Edward Miner Ned Lamont Jr
Trustee (ex-officio)0.00.0Yes (X)$0$0$0
Joshua Bekenstein
Trustee5.00.0Yes (X)$0$0$0
Joshua L Steiner
Trustee5.00.0Yes (X)$0$0$0
Kathleen E Walsh
Trustee5.00.0Yes (X)$0$0$0
Marta L Tellado
Trustee (effective 2/18/22)5.00.0Yes (X)$0$0$0
Maurie McInnis
Trustee (effective 2/18/22)5.00.0Yes (X)$0$0$0
Michael J Cavanagh
Trustee5.00.0Yes (X)$0$0$0
Michael Warren
Trustee5.00.0Yes (X)$0$0$0
Susan Bysiewicz
Trustee (ex-officio)0.00.0Yes (X)$0$0$0
William E Kennard
Trustee5.00.0Yes (X)$0$0$0
Alexander E Dreier
Sr VP for Institutional Affairs50.00.0Yes (X)$843,586$0$87,183
Donna Cable
Interim VP for HR (through 7/31/21)50.00.0Yes (X)$305,744$0$67,390
Jack F Callahan Jr
Sr VP for Operations50.00.0Yes (X)$786,520$0$70,951
Joan E O'Neill
VP for Alumni Affairs & Development50.01.2Yes (X)$731,487$0$67,739
John H Bollier
VP for Facilities & Campus Development (through 1/14/22)50.01.0Yes (X)$512,152$0$54,194
John Whelan
VP for HR (effective 8/1/21)50.00.0Yes (X)$225,571$0$30,605
Kimberly M Goff-Crews
Secretary & VP for University Life50.01.0Yes (X)$502,069$0$43,409
Nathaniel Nickerson
VP for Communications50.00.5Yes (X)$539,465$0$34,889
Pericles Lewis
VP for Global Strategy50.00.2Yes (X)$516,707$0$96,643
Scott A Strobel
Provost50.00.0Yes (X)$810,070$0$55,994
Stephen C Murphy
VP for Finance & CFO50.04.6Yes (X)$542,757$0$81,764
Alexander C Banker
Sr Director of Finance50.02.6$1,280,537$0$314,595Yes (X)
David F Swensen
Chief Investment Officer (through 5/5/21)50.00.0$6,646,375$0$43,054Yes (X)
Matthew S T Mendelsohn
Chief Investment Officer (effective 9/1/21)50.02.6$1,236,196$0$951,569Yes (X)
Nancy J Brown
Dean, School of Medicine50.00.0$1,018,834$0$52,751Yes (X)
Alan Forman
Director, Investments50.00.0$1,542,843$0$360,003Yes (X)
Lisa Howie
Director, Investments50.00.0$1,632,961$0$32,010Yes (X)
Murat Gunel
Chair, Neurosurgery50.00.0$1,543,900$0$79,594Yes (X)
Nita Ahuja
Chair, Department of Surgery50.00.0$1,550,926$0$70,959Yes (X)
Timothy R Sullivan
Sr Director of Private Equity50.00.0$1,674,745$0$420,548Yes (X)
Benjamin Polak
Former Provost50.00.0$449,672$0$33,310Yes (X)
Dean J Takahashi
Former Sr Director, Investments50.00.0$357,443$0$48,026Yes (X)
Janet E Lindner
Former VP for HR & Administration50.00.0$467,180$0$43,298Yes (X)
Robert J Alpern
Former Dean, School of Medicine50.00.0$376,667$0$33,338Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$28,254,803TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,274,114TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4575IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
TURNER CONSTRUCTION COMPANY
375 Hudson StreetNew YorkNY10014CONSTRUCTION & RELATED SERVICES$52,096,888
DIMEO CONSTRUCTION COMPANY
75 CHAPMAN STREETPROVIDENCERI02905CONSTRUCTION & RELATED SERVICES$50,366,906
GILBANE BUILDING COMPANY
7 Jackson WalkwayProvidenceRI02903CONSTRUCTION & RELATED SERVICES$43,140,473
HHLR Advisors Ltd
Investment Management$29,583,311190 Elgin AvenueGeorge TownGrand CaymanCJKY19008
PETRA CONSTRUCTION CORP
98 Rebeschi DriveNorth HavenCT06473construction & related services$23,095,939
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K354CntrctRcvdGreaterThan100KCnt
Federated Campaigns$40,616FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$102,256FundraisingAmt
Related Organizations$21,274,977RelatedOrganizationsAmt
Government Grants$714,086,283GovernmentGrantsAmt
All Other Contributions$691,691,369AllOtherContributionsAmt
Noncash Contributions$118,420,792NoncashContributionsAmt
Total Contributions$1,427,195,501TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Medical services541900$1,327,268,441$1,327,049,691$218,750
Student Income611310$878,158,066$878,158,066
Contract income Gov & Non-Gov't541700$149,008,851$149,008,851
Auxiliary Services611710$104,415,815$104,415,815
Publication income511130$22,143,123$22,123,982$19,141

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,179,085TotalRevenueColumnAmt
Related Or Exempt Func Income$36,148,165RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,030,920UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,518,173,381TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$392,763,869TotalRevenueColumnAmt
Unrelated Business Revenue$260,241,013UnrelatedBusinessRevenueAmt
Exclusion$132,522,856ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,889,790TotalRevenueColumnAmt
Exclusion$15,889,790ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$23,005,285RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$14,860,116RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$8,145,169RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,145,169TotalRevenueColumnAmt
Exclusion$8,145,169ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,166,733,538SecuritiesAmt
Other$5,456,191,928OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,486,592,109SecuritiesAmt
Other$3,106,890,773OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$680,141,429SecuritiesAmt
Other$2,349,301,155OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,029,442,584TotalRevenueColumnAmt
Unrelated Business Revenue$83,790,340UnrelatedBusinessRevenueAmt
Exclusion$2,945,652,244ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$82,824FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$102,256ContriRptFundraisingEventAmt
Fundraising Direct Expenses$74,609FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,215TotalRevenueColumnAmt
Exclusion$8,215ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$5,000GamingGrossIncomeAmt
Gaming Direct Expenses$25,719GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column-$20,719TotalRevenueColumnAmt
Exclusion-$20,719ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Utilities221000$15,425,400$15,425,400
Parking812930$3,391,539$2,337,983$1,053,556

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$18,816,939OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,410,414,729TotalRevenueColumnAmt
Related Or Exempt Func Income$2,516,904,570RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$346,353,720UnrelatedBusinessRevenueAmt
Exclusion$3,119,960,938ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$92,406,581TotalAmt
Program Services$92,406,581ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$536,193,225TotalAmt
Program Services$536,193,225ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$18,989,187TotalAmt
Program Services$18,989,187ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$13,943,951TotalAmt
Program Services$1,654,716ProgramServicesAmt
Management And General$11,470,487ManagementAndGeneralAmt
Fundraising$818,748FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$17,227,617TotalAmt
Program Services$13,516,557ProgramServicesAmt
Management And General$3,711,060ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,086,739,247TotalAmt
Program Services$1,894,325,555ProgramServicesAmt
Management And General$154,405,875ManagementAndGeneralAmt
Fundraising$38,007,817FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$215,285,632TotalAmt
Program Services$186,802,832ProgramServicesAmt
Management And General$23,740,247ManagementAndGeneralAmt
Fundraising$4,742,553FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$417,842,731TotalAmt
Program Services$361,299,398ProgramServicesAmt
Management And General$47,349,134ManagementAndGeneralAmt
Fundraising$9,194,199FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$123,649,925TotalAmt
Program Services$106,828,399ProgramServicesAmt
Management And General$14,102,352ManagementAndGeneralAmt
Fundraising$2,719,174FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,409,034TotalAmt
Program Services$823,926ProgramServicesAmt
Management And General$12,577,435ManagementAndGeneralAmt
Fundraising$7,673FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,340,220TotalAmt
Program Services$43,779ProgramServicesAmt
Management And General$1,296,441ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$53,391TotalAmt
Program Services$53,391ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$140,746,382TotalAmt
Program Services$0ProgramServicesAmt
Management And General$140,746,382ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$340,291,514TotalAmt
Program Services$278,225,781ProgramServicesAmt
Management And General$58,971,683ManagementAndGeneralAmt
Fundraising$3,094,050FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,821,542TotalAmt
Program Services$4,822,163ProgramServicesAmt
Management And General$1,080,177ManagementAndGeneralAmt
Fundraising$919,202FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,193,117TotalAmt
Program Services$28,287,672ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$2,905,445FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$44,861,932TotalAmt
Program Services$37,953,716ProgramServicesAmt
Management And General$6,337,486ManagementAndGeneralAmt
Fundraising$570,730FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$2,954,147TotalAmt
Program Services$2,954,147ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$122,506,694TotalAmt
Program Services$118,201,748ProgramServicesAmt
Management And General$3,566,627ManagementAndGeneralAmt
Fundraising$738,319FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,267,992TotalAmt
Program Services$30,069,118ProgramServicesAmt
Management And General$1,357,931ManagementAndGeneralAmt
Fundraising$840,943FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$6,212TotalAmt
Program Services$6,212ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,390,022TotalAmt
Program Services$10,750,899ProgramServicesAmt
Management And General$884,361ManagementAndGeneralAmt
Fundraising$1,754,762FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$74,223,812TotalAmt
Program Services$69,757,280ProgramServicesAmt
Management And General$3,716,515ManagementAndGeneralAmt
Fundraising$750,017FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$326,440,490TotalAmt
Program Services$306,421,346ProgramServicesAmt
Management And General$16,657,542ManagementAndGeneralAmt
Fundraising$3,361,602FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$53,541,666TotalAmt
Program Services$45,952,583ProgramServicesAmt
Management And General$7,588,834ManagementAndGeneralAmt
Fundraising$249FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Supplies - Medical, Research, Other$140,848,672$137,560,766$3,041,954$245,952
Collections$38,989,183$38,987,449$0$1,734
Subsidies, Community Support, and payments to municipalities$38,605,084$11,197,702$27,140,657$266,725
Building Materials & Equipment$20,281,277$20,179,586$41,075$60,616

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$148,357,610TotalAmt
Program Services$123,169,834ProgramServicesAmt
Management And General$23,121,045ManagementAndGeneralAmt
Fundraising$2,066,731FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,113,408,089TotalAmt
Program Services$4,477,435,548ProgramServicesAmt
Management And General$562,905,300ManagementAndGeneralAmt
Fundraising$73,067,241FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$770,030,620BOYAmt
EOY$710,758,504EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,319,084,465BOYAmt
EOY$1,125,747,923EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$275,771,932BOYAmt
EOY$299,863,720EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$203,256BOYAmt
EOY$172,168EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$120,508,782BOYAmt
EOY$111,558,744EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$14,816,425BOYAmt
EOY$16,111,507EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,213,494BOYAmt
EOY$30,651,775EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,691,679,470LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,958,747,405LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,641,135,457BOYAmt
EOY$5,732,932,065EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,212,043,991BOYAmt
EOY$6,560,201,979EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$39,189,520,463BOYAmt
EOY$39,503,734,819EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$41,556,661BOYAmt
EOY$55,329,962EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$488,715,255BOYAmt
EOY$452,755,782EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$56,104,600,801BOYAmt
EOY$54,599,818,948EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$801,818,729BOYAmt
EOY$606,712,426EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,816,298BOYAmt
EOY$7,135,983EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$160,257,516BOYAmt
EOY$176,606,651EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,051,287,604BOYAmt
EOY$3,022,898,206EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,534,107BOYAmt
EOY$2,897,827EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,117,635,852BOYAmt
EOY$2,117,829,656EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,535,167,200BOYAmt
EOY$4,817,408,202EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,673,517,306BOYAmt
EOY$10,751,488,951EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,120,087,911BOYAmt
EOY$8,102,392,741EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,310,995,584BOYAmt
EOY$35,745,937,256EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,431,083,495BOYAmt
EOY$43,848,329,997EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,104,600,801BOYAmt
EOY$54,599,818,948EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,297,006,640ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,410,257,989NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$530,497,851OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,024,899,090CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,312,238,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,356,612,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,680,260,285CurrentTaxYearMinus1YearAmt
Current Tax Year$1,427,195,501CurrentTaxYearAmt
Total$6,801,205,587TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,024,899,090CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,312,238,680CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,356,612,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,680,260,285CurrentTaxYearMinus1YearAmt
Current Tax Year$1,427,195,501CurrentTaxYearAmt
Total$6,801,205,587TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$242,928,695SubstantialContributorsTotAmt
Public Support Total170$6,558,276,892PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$465,383,886CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$525,116,810CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$433,859,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161,127,867CurrentTaxYearMinus1YearAmt
Current Tax Year$171,417,931CurrentTaxYearAmt
Total$1,756,906,185TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$256,703,492CurrentTaxYearAmt
Total$256,703,492TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$8,814,815,264TotalSupportAmt
Gross Receipts Rltd Activities$10,908,073,966GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7440PublicSupportCY170Pct
Public Support PY1700.718PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,973FilingOrganizationsTotalAmt
Affiliated Group Total$6,973AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$538,061FilingOrganizationsTotalAmt
Affiliated Group Total$538,061AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$545,034FilingOrganizationsTotalAmt
Affiliated Group Total$545,034AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,841,440,123FilingOrganizationsTotalAmt
Affiliated Group Total$4,947,793,910AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,841,985,157FilingOrganizationsTotalAmt
Affiliated Group Total$4,948,338,944AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$607,452CurrentYearMinus3Amt
Current Year Minus2$532,467CurrentYearMinus2Amt
Current Year Minus1$556,482CurrentYearMinus1Amt
Current Year$545,034CurrentYearAmt
Total$2,241,435TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$6,699CurrentYearMinus3Amt
Current Year Minus2$7,726CurrentYearMinus2Amt
Current Year Minus1$6,200CurrentYearMinus1Amt
Current Year$6,973CurrentYearAmt
Total$27,598TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held9FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$18,750,000DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$31,250,000FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$541,000DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$22,712,441FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$237,961,503DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$159,484,000FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement0.0StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$42,356,948,318BeginningYearBalanceAmt
Contributions$301,355,000ContributionsAmt
Investment Earnings Or Losses$265,880,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$200,886,111GrantsOrScholarshipsAmt
Other Expenditures$1,110,684,565OtherExpendituresAmt
Administrative Expenses$110,931,558AdministrativeExpensesAmt
End Year Balance$41,501,681,084EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$31,244,272,067BeginningYearBalanceAmt
Contributions$636,119,000ContributionsAmt
Investment Earnings Or Losses$12,052,824,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$194,279,342GrantsOrScholarshipsAmt
Other Expenditures$1,284,375,555OtherExpendituresAmt
Administrative Expenses$97,611,852AdministrativeExpensesAmt
End Year Balance$42,356,948,318EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,358,036,252BeginningYearBalanceAmt
Contributions$331,706,000ContributionsAmt
Investment Earnings Or Losses$1,931,965,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$194,735,352GrantsOrScholarshipsAmt
Other Expenditures$1,088,897,099OtherExpendituresAmt
Administrative Expenses$93,802,734AdministrativeExpensesAmt
End Year Balance$31,244,272,067EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,509,378,000BeginningYearBalanceAmt
Contributions$381,186,000ContributionsAmt
Investment Earnings Or Losses$1,629,992,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$186,492,442GrantsOrScholarshipsAmt
Other Expenditures$886,059,903OtherExpendituresAmt
Administrative Expenses$89,967,403AdministrativeExpensesAmt
End Year Balance$30,358,036,252EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,441,050,000BeginningYearBalanceAmt
Contributions$138,040,000ContributionsAmt
Investment Earnings Or Losses$3,277,910,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$188,747,483GrantsOrScholarshipsAmt
Other Expenditures$1,072,306,403OtherExpendituresAmt
Administrative Expenses$86,568,114AdministrativeExpensesAmt
End Year Balance$29,509,378,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.1732BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.1333PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.6935TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$137,202,628OtherCostOrOtherBasisAmt
Book Value$137,202,628BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$65,424,869InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$8,929,431,134OtherCostOrOtherBasisAmt
Depreciation$3,548,831,986DepreciationAmt
Book Value$5,446,024,017BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,186,987OtherCostOrOtherBasisAmt
Depreciation$14,992,247DepreciationAmt
Book Value$15,194,740BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$529,433,852OtherCostOrOtherBasisAmt
Depreciation$394,923,172DepreciationAmt
Book Value$134,510,680BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,732,932,065TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Fixed income$1,184,718F
Common Stock$1,209,855F
Equity Investments$39,209,178,272F
Other Investments$292,161,974F
FieldValueIRS element (for citing)
Total Book Value Securities$39,503,734,819TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
Employee benefit obligations$993,683,831
Compensated absences$78,275,358
Financial aid grant obligations$49,673,881
Asset retirement obligations$38,229,200
Lease Liabilities$253,081,057
Liabilities under split-interest agreements$130,815,808
Due to institutions$2,126,672,919
Securities sold not yet purchased$186,022,000
Other Liabilities$960,954,148
FieldValueIRS element (for citing)
Total Liability$4,817,408,202TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,942,341,659TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,410,257,989NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$111,938,787OtherRevenueAmt
Revenue Not Reported-$2,298,319,202RevenueNotReportedAmt
Revenue Subtotal$7,240,660,861RevenueSubtotalAmt
Investment Expenses Not Incld$191,614,558InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$21,860,690OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$169,753,868RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,410,414,729TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,540,300,190TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$35,151,766OtherExpensesIncludedAmt
Expenses Not Reported$35,151,766ExpensesNotReportedAmt
Expenses Subtotal$4,505,148,424ExpensesSubtotalAmt
Investment Expenses Not Incld2$191,614,558InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$416,645,107OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$608,259,665ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,113,408,089TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V ENDOWMENT FUNDSENDOWMENT FUNDS INCLUDE THE VALUE OF THE ENDOWMENT AND UNEXPENDED ENDOWMENT INCOME AT JUNE 30, 2022.
Schedule D, Part X, Line 2 LIABILITY FOR UNCERTAIN TAX POSITIONSTHE UNIVERSITY WAS NOT REQUIRED TO INCLUDE A FIN 48 (ASC 740), ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, FOOTNOTE IN ITS FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2022.
Schedule D, Part II, Line 5 CONSERVATION EASEMENTSPer the agreement, the university reserves a pedestrian ingress and egress easement over the real property as part of the conservation easement for the purposes of inspecting the real property to determine compliance with the provisions, terms, covenants and purposes of the conservation easement. In addition, the university has the right to enforce the terms of the conservation easement, and to take necessary actions to remedy or abate violations of this conservation easement and to prevent any activity on the real property inconsistent with the purpose of the conservation easement.
Schedule D, Part II, Line 9 Conservation easements financial reportingDuring the fiscal year ended June 30, 2022, the University held a conservation easement. The university did not recognize revenue or incur expenses related to the conservation easement nor did it include a footnote to the financial statements that describes the accounting for conservation easements.
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteYale University Financial Statements - Collections Footnote: Collections at Yale include works of art, literary works, historical treasures, and artifacts that are maintained in the University's museums and libraries. These collections are protected and preserved for public exhibition, education, research, and the furtherance of public service. Collections are not capitalized; purchases of collection items are recorded as expenses in the University's consolidated statement of activities in the period in which the items are acquired.
Schedule D, Part III, Line 4 Collections of art - description of collectionsYale University collections are an integral part of teaching and learning across the university and include the Yale University Art Gallery, the Yale Center for British Art, the Peabody Museum of Natural History, and the Morris Steinert Collection of Musical Instruments. All the collections are open to the public. People of all ages are invited to visit the collections, join an exhibition tour, take classes with artists and curators, and enjoy many other public programs offered throughout the year. The Yale University Art Gallery: The Yale University Art Gallery, founded in 1832, is the oldest university art museum in America. The museum collects, preserves, studies, and presents art in all media, from all regions of the globe and across time. The museum's exceptional collection - numbering nearly 300,000 objects - is the core of its identity. The collection includes Ancient art, Asian art, African art, Indo-Pacific art, American paintings and sculpture, American Decorative Arts, prints and drawings, photographs, numismatics, works of European and American masters from virtually every period, and a rich collection of modern and contemporary art. The Art Gallery's vision is activating the power of art to inspire and to create a more inclusive world. Today, it is a center for teaching, learning, and scholarship and is a preeminent cultural asset for Yale University, the wider academic community and the public. The museum is open to all, free of charge, and is committed to engaging audiences through thoughtful, creative, and relevant exhibitions, programs, and publications. The Yale Center for British Art: The Yale Center for British Art is a public art museum and research institute for the study of British art and culture. The Yale Center for British Art, which opened in 1977, houses the largest and most comprehensive collection of British art outside the United Kingdom. The collection of paintings, sculpture, photographs, prints, drawings, rare books, and manuscripts present the story of British art and culture, and its global contexts, from the fifteenth century to today. The Center offers a year-round schedule of exhibitions and programs, including talks and lectures, conferences, films, concerts, and performances. The Yale Center for British Art oversees an active research program through which it promotes and fosters the scholarship of all aspects of British art and material culture. Academic resources of the center include the Reference Library and Photograph Archives, conservation laboratories, a study room for examining works on paper as well as rare books and manuscripts from the collection, and an online catalogue of the collections. Over 100,000 records from the paintings and sculpture, prints and drawings, rare books and manuscripts, reference library, and institutional archives collections are searchable online, along with nearly all of the Center's historic frames. The Center is free and open to all. Peabody Museum: The Yale Peabody Museum of Natural History, founded in 1866, is one of the oldest and largest university-based natural history museums with worldwide acclaim for its dinosaur skeletons, mammal displays, and natural history collections. The Peabody Museum houses more than 14 million specimens and artifacts representing more than 4 billion years of geological, biological, and human history. The Yale Peabody Museum's collections, a major component of research and teaching at the Museum and across Yale, are used in undergraduate and graduate courses and research, as well as in public programs and exhibitions. The curators and staff contribute new knowledge and make it available to the public and to specialized audiences. A major renovation began in 2020 that will reinvent the Peabody for the 21st century and beyond. New and updated galleries and collection spaces will further establish the Yale Peabody Museum as a home for cutting-edge research, extraordinary education, and breathtaking exhibitions. Though the museum is closed for renovation, its website provides digital resources, educational tools, and interesting curiosities of the Peabody Museum, with much of the collection digitized. The Peabody's mission is to serve the University by advancing the understanding of earth's history through geological, biological, and anthropological research, and by communicating the results of this research to the widest possible audience through publication, exhibition, and educational programs. Fundamental to this mission is stewardship of the Museum's rich collections, which provide a remarkable record of the history of the earth, its life, and its cultures. Conservation, augmentation and use of these collections become increasingly urgent as modern threats to the diversity of life and culture continue to intensify. The Yale Peabody Museum Office of Student Programs supports Yale student participation in the activities of the Museum across all of its departments and divisions. The Museum's collections are available to legitimate researchers at established institutions for scholarly use. The Museum will offer free admission in perpetuity once its galleries reopen in 2024, following the museum's first major renovation in nearly a century. Morris Steinert Collection of Musical Instruments: Established in 1900, the Morris Steinert Collection of Musical Instruments today comprises more than one thousand objects including instruments, instrument accessories, and more. The Collection focuses on Western European and North American art-music traditions, yet its holdings from musical cultures all over the world, including Asia, Africa, and Latin America, are continually growing. It is committed to fostering an understanding and appreciation of musical instruments from all cultures and periods. One of the foremost institutions of its kind, the Collection acquires, preserves, and exhibits musical instruments from antiquity to the present, and showcases restored examples in demonstration and live performances. The Morris Steinert Collection of Musical Instruments also serves as a laboratory for historical, artistic, and innovative exploration and education in the arts and sciences. It is a renowned study and research collection for scholars, musicians, and instrument makers, and a world-class museum that engages the public in the fascinating history of musical instruments through exhibits, publications, concerts, and outreach initiatives. The Morris Steinert Collection of Musical Instruments is currently closed for renovation, however the online gallery is always open. Yale University Library: In addition to its museums, the Yale University Library advances teaching, research, learning, and practice through staff expertise, diverse collections, inclusive programs and services, and welcoming spaces. Yale Library has accumulated and preserved extraordinary collections that represent a vast diversity of the human experience in more than a dozen libraries and locations, including Sterling Memorial, Beinecke, and Bass libraries, Marx Science and Social Science Library, as well as many other school and departmental libraries. In continuing to build and steward these collections over the last three centuries, Yale made a commitment to help preserve and disseminate human knowledge and to find new ways to make our collections accessible to the Yale community and beyond.
Schedule D, Part IV, Line 2b Explanation of escrow agreementTHE AMOUNT REPORTED ON FORM 990, PART X, LINE 21, ESCROW ACCOUNT LIABILITY, CONSISTS OF SECURITY DEPOSITS RELATED TO LEASE AGREEMENTS AND OTHER DEPOSITS.
Schedule D, Part V, Line 4 Intended uses of endowment fundsSpending from the endowment is the largest source of revenue for Yale and supports a global need-blind admissions policy, the recent expansion of the student body, an ongoing faculty excellence and diversity initiative, the university's ambitious sustainability efforts, heavy investment in science and engineering, and many other critical expressions of Yale's mission. Over the past decade, the university has spent $12.7 billion from the endowment. In the decade before that, total spending amounted to $7.9 billion. Over the past 10 years and 20 years, endowment distributions to the operating budget have increased at annualized rates of 4.7% and 6.9%, respectively. In FY22, spending from the endowment increased by 3.7% over the prior year to $1,568 million. Totaling $41.4 billion on June 30, 2022, the Endowment contains thousands of funds with a variety of purposes and restrictions. Approximately three-quarters constitute true endowment - gifts restricted by donors to provide long-term funding for designated purposes. The remaining one-quarter represents quasi-endowment, monies that the Yale Corporation chooses to invest and treat as endowment. The endowment is structured to support the university in perpetuity. Yale pursues an investment strategy designed to achieve its goals through the careful consideration of risk and return across asset classes, including public equities, marketable alternatives, leveraged buyouts, venture capital, and real assets, and through the astute selection of external investment managers within those asset classes. The Endowment spending policy, which allocates Endowment earnings to operations, balances the competing objectives of (1) supporting today's scholars with annual spending distributions and (2) maintaining that support for generations to come. The spending policy manages the trade-off between these two objectives by using a long-term spending rate target combined with a smoothing rule, which adjusts spending in any given year gradually in response to changes in Endowment market value.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Tuition discounts which were netted with student income on the audited financial statements - -XXX-XX-XXXX Non-Yale eliminations - -2755688 Change in funding status of defined benefit plans - XXX-XX-XXXX Actuarial adjustment for split-interest liability - 27316370 Non-controlling interest - 841731
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsExpenses on the audited financial statements that are reclassified for Form 990 purposes and reported on Part VIII, Lines 6B, 7B, 8B, and 9B pursuant to form instructions - -21860690
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Expenses on the audited financial statements that are reclassified for Form 990 purposes and reported on Part VIII, Lines 6B, 7B, and 9B pursuant to form instructions - 35151766
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsTuition Discounts which were netted with Student Income on the audited financial statements - XXX-XX-XXXX

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediafalsePlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe university meets the criteria established in Section 4.03.2(b) of Rev. Proc. 75-50 through admission and financial aid offices outreach programs. The University's Equal Opportunity Statement is made known to all segments of the general community serviced by the University. It is included in catalogues and brochures dealing with student admissions, programs, and scholarships of the University as well as on its Website which are all available to the general public. A link to the university's nondiscrimination policy and title IX site is provided on the university's home page. Yale University is committed to maintaining a non-discriminatory learning and working environment for students, faculty, and staff and is committed to preventing and addressing discrimination, harassment, and retaliation, consistent with Connecticut and federal law. Yale University's Equal Opportunity Statement: The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and affirmatively seeks to attract to its faculty, staff, and student body qualified persons of diverse backgrounds. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran. University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, special disabled veterans, veterans of the Vietnam era, and other covered veterans.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTTHE UNIVERSITY HAS RECEIVED AND CONTINUES TO RECEIVE STUDENT FINANCIAL AID AND GRANTS FROM GOVERNMENTAL AGENCIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (80 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Antarctica00Program ServicesResearch$5,714
Central America and the Caribbean01Program ServicesAcademic Collaboration$11,099
Central America and the Caribbean00Program ServicesAlumni Relations$11,995
Central America and the Caribbean00Program ServicesInstruction$21,123
Central America and the Caribbean01Program ServicesOther Mission Related Activities$36,859
Central America and the Caribbean04Program ServicesResearch$158,310
Central America and the Caribbean01Program ServicesSeminars & Conferences$15,388
Central America and the Caribbean00Grantmaking$613,599
Central America and the Caribbean00Investments$6,746,924,932
East Asia and the Pacific14Program ServicesAcademic Collaboration$286,816
East Asia and the Pacific06Program ServicesInstruction$185,031
East Asia and the Pacific212Program ServicesOther Mission Related Activities$2,257,579
East Asia and the Pacific215Program ServicesResearch$623,291
East Asia and the Pacific09Program ServicesSeminars & Conferences$65,752
East Asia and the Pacific00Program ServicesStudy Abroad & Other Educational Programs$17,255
East Asia and the Pacific00Fundraising$53,853
East Asia and the Pacific00Grantmaking$2,995,665
East Asia and the Pacific00Investments$4,650,024
Europe (Including Iceland and Greenland)012Program ServicesAcademic Collaboration$219,381
Europe (Including Iceland and Greenland)00Program ServicesAlumni Relations$111,913
Europe (Including Iceland and Greenland)08Program ServicesCultural Exchange$29,540
Europe (Including Iceland and Greenland)025Program ServicesInstruction$1,296,813
Europe (Including Iceland and Greenland)015Program ServicesOther Mission Related Activities$8,222,901
Europe (Including Iceland and Greenland)023Program ServicesResearch$2,148,839
Europe (Including Iceland and Greenland)046Program ServicesSeminars & Conferences$1,024,611
Europe (Including Iceland and Greenland)00Program ServicesStudent Recruitment$17,695
Europe (Including Iceland and Greenland)04Program ServicesStudy Abroad & Other Educational Programs$574,786
Europe (Including Iceland and Greenland)02Program ServicesTraining & Clinical Practice$29,042
Europe (Including Iceland and Greenland)00Fundraising$32,080
Europe (Including Iceland and Greenland)00Grantmaking$7,556,369
Europe (Including Iceland and Greenland)00Investments$972,937,780
Middle East and North Africa00Program ServicesAcademic Collaboration$6,687
Middle East and North Africa01Program ServicesInstruction$49,005
Middle East and North Africa03Program ServicesOther Mission Related Activities$19,082
Middle East and North Africa06Program ServicesResearch$370,030
Middle East and North Africa03Program ServicesSeminars & Conferences$66,085
Middle East and North Africa00Program ServicesStudy Abroad & Other Educational Programs$120,739
Middle East and North Africa00Fundraising$12,147
Middle East and North Africa00Grantmaking$389,928
North America (Canada & Mexico only)06Program ServicesAcademic Collaboration$31,496
North America (Canada & Mexico only)00Program ServicesAlumni Relations$9,760
North America (Canada & Mexico only)03Program ServicesInstruction$92,299
North America (Canada & Mexico only)014Program ServicesOther Mission Related Activities$484,012
North America (Canada & Mexico only)07Program ServicesResearch$160,858
North America (Canada & Mexico only)08Program ServicesSeminars & Conferences$170,831
North America (Canada & Mexico only)00Program ServicesStudent Recruitment$10,880
North America (Canada & Mexico only)00Program ServicesStudy Abroad & Other Educational Programs$17,388
North America (Canada & Mexico only)01Program ServicesTraining & Clinical Practice$19,915
North America (Canada & Mexico only)00Fundraising$6,813
North America (Canada & Mexico only)00Grantmaking$765,040
North America (Canada & Mexico only)00Investments$778,290,515
Russia and Neighboring States01Program ServicesInstruction$104,763
Russia and Neighboring States03Program ServicesOther Mission Related Activities$4,349
Russia and Neighboring States02Program ServicesResearch$130,542
Russia and Neighboring States00Grantmaking$1,025,871
South America01Program ServicesCultural Exchange$7,955
South America00Program ServicesInstruction$13,084
South America03Program ServicesOther Mission Related Activities$14,475
South America09Program ServicesResearch$245,993
South America02Program ServicesSeminars & Conferences$82,140
South America00Program ServicesStudent Recruitment$5,204
South America00Program ServicesStudy Abroad & Other Educational Programs$59,616
South America00Fundraising$18,402
South America00Grantmaking$1,705,685
South America00Investments$2,656,030
South Asia01Program ServicesAcademic Collaboration$10,967
South Asia02Program ServicesOther Mission Related Activities$86,130
South Asia04Program ServicesResearch$104,828
South Asia02Program ServicesSeminars & Conferences$14,214
South Asia01Program ServicesTraining & Clinical Practice$9,156
South Asia00Grantmaking$1,627,087
Sub-Saharan Africa01Program ServicesAcademic Collaboration$150,511
Sub-Saharan Africa03Program ServicesInstruction$53,370
Sub-Saharan Africa05Program ServicesOther Mission Related Activities$58,120
Sub-Saharan Africa219Program ServicesResearch$953,523
Sub-Saharan Africa03Program ServicesSeminars & Conferences$47,191
Sub-Saharan Africa00Program ServicesStudy Abroad & Other Educational Programs$76,379
Sub-Saharan Africa00Program ServicesTraining & Clinical Practice$16,388
Sub-Saharan Africa00Grantmaking$2,309,944
Sub-Saharan Africa00Investments$252,344,049
FieldValueIRS element (for citing)
Subtotal Offices5SubtotalOfficesCnt
Subtotal Employees53SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee249ContinuationTotalEmployeeCnt
Total Office7TotalOfficeCnt
Total Employee302TotalEmployeeCnt
Subtotal Spent$6,751,288,596SubtotalSpentAmt
Continuation Spent$2,046,876,915ContinuationSpentAmt
Total Spent$8,798,165,511TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (82 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Central America and the CaribbeanSUBAWARD - SPONSORED RESEARCH$226,730WIRE TRANSFER
Central America and the CaribbeanSUBAWARD - SPONSORED RESEARCH$227,497WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$64,713WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$99,574WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$44,480WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$10,452WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$123,934WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$121,128WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$83,411WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$170,042WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$469,913WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$13,345WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$26,506WIRE TRANSFER
East Asia and the PacificSUBAWARD - SPONSORED RESEARCH$23,503WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$47,887WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$48,750WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$155,972WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$52,543WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$111,120WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$106,043WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$130,117WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$109,487WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$279,555WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$348,801WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$34,744WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$17,852WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$5,541WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$16,448WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$75,492WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$153,437WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$90,663WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$18,082WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$21,542WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$87,578WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$107,629WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$60,449WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$14,363WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$46,758WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$81,162WIRE TRANSFER
Europe (Including Iceland and Greenland)SUBAWARD - SPONSORED RESEARCH$25,565WIRE TRANSFER
Middle East and North AfricaSUBAWARD - SPONSORED RESEARCH$72,501WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$52,819WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$25,401WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$57,359WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$8,000WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$19,121WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$261,955WIRE TRANSFER
North America (Canada & Mexico only)SUBAWARD - SPONSORED RESEARCH$62,305WIRE TRANSFER
Russia and Neighboring StatesSUBAWARD - SPONSORED RESEARCH$48,210WIRE TRANSFER
Russia and Neighboring StatesSUBAWARD - SPONSORED RESEARCH$401,674WIRE TRANSFER
Russia and Neighboring StatesSUBAWARD - SPONSORED RESEARCH$214,312WIRE TRANSFER
Russia and Neighboring StatesSUBAWARD - SPONSORED RESEARCH$21,997WIRE TRANSFER
Russia and Neighboring StatesSUBAWARD - SPONSORED RESEARCH$92,764WIRE TRANSFER
Russia and Neighboring StatesSUBAWARD - SPONSORED RESEARCH$39,767WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$17,195WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$72,713WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$89,680WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$10,000WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$125,704WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$121,133WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$52,591WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$607,782WIRE TRANSFER
South AmericaSUBAWARD - SPONSORED RESEARCH$12,000WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$26,660WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$6,503WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$127,826WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$930,283WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$37,056WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$50,592WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$187,139WIRE TRANSFER
South AsiaSUBAWARD - SPONSORED RESEARCH$8,981WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$26,768WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$81,081WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$39,781WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$58,470WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$25,697WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$42,036WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$25,717WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$504,357WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$632,457WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$31,063WIRE TRANSFER
Sub-Saharan AfricaSUBAWARD - SPONSORED RESEARCH$323,639WIRE TRANSFER
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org36TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (27 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Student stipends and fellowshipsCentral America and the Caribbean17$145,719CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsEast Asia and the Pacific118$1,598,421CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsEurope (Including Iceland and Greenland)455$4,849,912CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsMiddle East and North Africa30$304,084CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsNorth America (Canada & Mexico only)14$182,578CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsRussia and Neighboring States9$190,279CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsSouth America59$562,029CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsSouth Asia17$178,781CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Student stipends and fellowshipsSub-Saharan Africa53$452,745CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsCentral America and the Caribbean2$9,677CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsEast Asia and the Pacific33$94,795CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsEurope (Including Iceland and Greenland)42$385,194CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsMiddle East and North Africa9$8,043CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsNorth America (Canada & Mexico only)16$82,923CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsRussia and Neighboring States1$1,741CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsSouth America13$29,558CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsSouth Asia10$57,367CHECK, ELECTRONIC FUND OR WIRE TRANSFER
ScholarshipsSub-Saharan Africa3$56,859CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsCentral America and the Caribbean2$3,975CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsEast Asia and the Pacific16$51,448CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsEurope (Including Iceland and Greenland)35$69,853CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsMiddle East and North Africa2$5,300CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsNorth America (Canada & Mexico only)3$7,950CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsRussia and Neighboring States4$13,710CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsSouth America2$5,300CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsSouth Asia7$15,900CHECK, ELECTRONIC FUND OR WIRE TRANSFER
Health Premium awardsSub-Saharan Africa4$9,275CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsWITH RESPECT TO SPONSORED PROJECT ACTIVITY SUBCONTRACTED TO OTHER ENTITIES, THE UNIVERSITY'S POLICY AND PROCEDURES FOR MONITORING SUB RECIPIENT AWARDS ("SUBAWARDS") ARE INTENDED TO ESTABLISH APPROPRIATE AND EFFECTIVE MECHANISMS TO PROMOTE COMPLIANCE WITH FEDERAL AND NON-FEDERAL REQUIREMENTS AND CONTRACTUAL ARRANGEMENTS, INCLUDING THE PROPER MONITORING AND STEWARDSHIP OF AWARDED FUNDS. PROPER MONITORING OF A SUBAWARD ENSURES THAT AWARDED FUNDS ARE USED FOR AUTHORIZED PURPOSES, PERFORMANCE GOALS ARE MET AND THE SUB RECIPIENT IS IN COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUB RECIPIENT AGREEMENT. SUB RECIPIENT MONITORING PROCEDURES INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING ACTIVITIES: A FORMAL PRE-QUALIFICATION PROCESS FOR SUB RECIPIENTS, PRE-AWARD AND POST-AWARD MONITORING OF SUB RECIPIENTS TO REVIEW THE FINANCIAL STATUS AND MANAGEMENT CONTROLS, COMPLIANCE CERTIFICATIONS, REVIEW OF COMPLIANCE WITH REGULATIONS RELATIVE TO THE USE OF HUMAN SUBJECTS AND ANIMALS, IDENTIFICATION AND REPORTING OF ANY CONFLICT OF INTEREST WITH A SUB RECIPIENT ENTITY, AND A REVIEW OF PERTINENT OTHER ORGANIZATION INFORMATION. IN ACCORDANCE WITH THESE PROCEDURES, THE UNIVERSITY REVIEWS THE SUB RECIPIENT'S ADMINISTRATION, FINANCIAL STATEMENTS, BILLINGS, SCIENTIFIC PROGRESS, TECHNICAL REPORTS, AND DELIVERABLES OF AN ACTIVE SUBAWARD REGULARLY AND CONDUCTS ON-GOING RISK ASSESSMENTS AS WELL AS MONTHLY QUALITY ASSURANCE REVIEWS ON RANDOMLY SELECTED SUBAWARDS. IN ADDITION TO A MONTHLY DEPARTMENTAL REVIEW, THE UNIVERSITY MONITORS A SUB RECIPIENT'S COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUBAWARD ANNUALLY AND UPON CLOSEOUT OF THE SUB RECIPIENT AGREEMENT. IF ANY OF THESE MONITORING PROCEDURES RESULT IN FINDINGS, THE UNIVERSITY WILL TAKE CORRECTIVE ACTION AS NECESSARY. THE PROCEDURES SERVE TO ENSURE THAT THE SUBAWARD FUNDS ARE USED FOR PROPER PURPOSES AND NOT DIVERTED FROM THEIR INTENDED USE.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsANTARCTICA-Accrual; CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statementsCENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Internship Fund AuctionEvent1Nm
Gross Receipts Event1$64,324GrossReceiptsEvent1Amt
Charitable Contri Event1$22,916CharitableContriEvent1Amt
Gross Revenue Event1$41,408GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,645RentFacilityCostsEvent1Amt
Food And Beverage Event1$19,840FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,708OtherDirectExpensesEvent1Amt
Event2School of Music - Norfolk GalaEvent2Nm
Gross Receipts Event2$36,247GrossReceiptsEvent2Amt
Charitable Contri Event2$27,620CharitableContriEvent2Amt
Gross Revenue Event2$8,627GrossRevenueEvent2Amt
Food And Beverage Event2$1,120FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$3,314OtherDirectExpensesEvent2Amt
Other Events Total6OtherEventsTotalCnt
Gross Receipts Other Events$84,509GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$51,720CharitableContriOtherEventsAmt
Gross Revenue Other Events$32,789GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$495RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$41,892FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$1,595OthDirectExpnssOtherEventsAmt
Gross Receipts Total$185,080GrossReceiptsTotalAmt
Charitable Contributions Tot$102,256CharitableContributionsTotAmt
Gross Revenue Total Events$82,824GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$4,140RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$62,852FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$7,617OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$74,609DirectExpenseSummaryEventsAmt
Net Income Summary$8,215NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (306 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ACADEMIC PEDIATRIC ASSOCIATION
6728 OLD MCLEAN VILLEGE DRIVEMCLEANVA22101510202446501(C)(3)$7,511SUBAWARD - SPONSORED RESEARCH
ADVENTHEALTH ORLANDO
601 E ROLLINS STREETORLANDOFL328031248590724459501(C)(3)$31,593SUBAWARD - SPONSORED RESEARCH
ADVENTIST HEALTHCARE INC
9901 MEDICAL CENTER DRIVEROCKVILLEMD20850521532556501(C)(3)$5,500SUBAWARD - SPONSORED RESEARCH
ALAMEDA HEALTH SYSTEM
PO BOX 45730SAN FRANCISCOCA941450730943302014STATE OF CA$988,407SUBAWARD - SPONSORED RESEARCH
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUEBRONXNY10461830621846501(C)(3)$304,339SUBAWARD - SPONSORED RESEARCH
ALLIANCE FOR COMMUNITY EMPOWERMENT INC
1070 PARK AVENUEBRIDGEPORTCT06604060797841501(C)(3)$13,890SUBAWARD - SPONSORED RESEARCH
AMERICAN COLLEGE OF CARDIOLOGY FOUNDATION
2400 N STREET NWWASHINGTONDC200371153135641985501(C)(3)$39,600SUBAWARD - SPONSORED RESEARCH
AMERICAN COLLEGE OF EMERGENCY PHYSICIANS
PO BOX 619911DALLASTX752619911381888798501(c)(6)$29,984SUBAWARD - SPONSORED RESEARCH
AMERICAN NATIONAL RED CROSS
431 18TH STREET NWWASHINGTONDC20006530196605501(C)(3)$284,045SUBAWARD - SPONSORED RESEARCH
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC200168065530196549501(C)(3)$55,464SUBAWARD - SPONSORED RESEARCH
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303135596846501(C)(3)$13,907SEE PART IV
APEX COMMUNITY CARE INC
30 WEST STREETDANBURYCT06810222951387501(C)(3)$77,713SUBAWARD - SPONSORED RESEARCH
APNHA PLACE TO NOURISH YOUR HEALTH
1302 CHAPEL STREETNEW HAVENCT06511222506184501(C)(3)$83,072SUBAWARD - SPONSORED RESEARCH
APT FOUNDATION INC
ONE LONG WHARF DRIVENEW HAVENCT06511237061218501(C)(3)$48,698SUBAWARD - SPONSORED RESEARCH
AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC
1120 15TH STREETAUGUSTAGA30912581418202501(C)(3)$12,554SUBAWARD - SPONSORED RESEARCH
BATTELLE MEMORIAL INSTITUTE
505 KING AVENUECOLUMBUSOH43201314379427501(C)(3)$29,698SUBAWARD - SPONSORED RESEARCH
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030741613878501(C)(3)$244,345SUBAWARD - SPONSORED RESEARCH
BAYSTATE MEDICAL CENTER INC
759 CHESTNUT STREETSPRINGFIELDMA01199042790311501(C)(3)$75,363SUBAWARD - SPONSORED RESEARCH
BEDFORD VA RESEARCH CORPORATION INC
200 SPRINGS ROAD BLDG 70BEDFORDMA01730043512440501(C)(3)$30,533SUBAWARD - SPONSORED RESEARCH
BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 NINTH AVENUESEATTLEWA981012795910653422501(C)(3)$274,141SUBAWARD - SPONSORED RESEARCH
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUEBOSTONMA02215042103881501(C)(3)$828,367SUBAWARD - SPONSORED RESEARCH
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLBOSTONMA02118043314093501(C)(3)$535,838SUBAWARD - SPONSORED RESEARCH
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554501(C)(3)$8,891SUBAWARD - SPONSORED RESEARCH
BRIDGES HEALTHCARE INC
949 BRIDGEPORT AVENUEMILFORDCT06460060867978501(C)(3)$172,795SUBAWARD - SPONSORED RESEARCH
BROWN UNIVERSITY
69 BROWN STREET 2ND FLOORPROVIDENCERI02912050258809501(C)(3)$1,007,968SUBAWARD - SPONSORED RESEARCH
C4 INNOVATIONS LLC
117 KENDRICK STREET SUITE 300NEEDHAMMA02494870763049$271,172SUBAWARD - SPONSORED RESEARCH
CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUEPITTSBURGHPA15213250969449501(C)(3)$262,006SUBAWARD - SPONSORED RESEARCH
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106341018992501(C)(3)$127,790SUBAWARD - SPONSORED RESEARCH
CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE SUITE 1150LOS ANGELESCA90048951644600501(C)(3)$34,077SUBAWARD - SPONSORED RESEARCH
CENTER FOR EDUCATIONAL IMPROVEMENT INC
402 COUNCIL DRIVE NEVIENNAVA22180464355307501(C)(3)$254,450SUBAWARD - SPONSORED RESEARCH
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUEBOSTONMA02115042774441501(C)(3)$1,596,182SUBAWARD - SPONSORED RESEARCH
CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUECINCINNATIOH45229310833936501(C)(3)$26,858SUBAWARD - SPONSORED RESEARCH
CHILDREN'S RESEARCH INSTITUTE
111 MICHIGAN AVENUE NWWASHINGTONDC20010521654453501(C)(3)$37,363SUBAWARD - SPONSORED RESEARCH
COLORADO STATE UNIVERSITY
2002 CAMPUS DELIVERYFORT COLLINSCO805232002846000545STATE OF CO$142,839SUBAWARD - SPONSORED RESEARCH
COMMUNITY HEALTH CENTER INC
635 MAIN STREETMIDDLETOWNCT06457060897105501(C)(3)$118,070SUBAWARD - SPONSORED RESEARCH
CONNECTICUT CHILDREN'S MEDICAL CENTER
282 WASHINGTON STREETHARTFORDCT06106060646755501(C)(3)$7,434SUBAWARD - SPONSORED RESEARCH
CONNECTICUT COMMUNITY FOR ADDICTION RECOVERY INC
75 CHARTER OAK AVENUEHARTFORDCT06106061584908501(C)(3)$138,201SUBAWARD - SPONSORED RESEARCH
CORNELL UNIVERSITY
377 PINE TREE ROADITHACANY14850150532082501(C)(3)$192,760SUBAWARD - SPONSORED RESEARCH
DALLAS VA RESEARCH CORPORATION
PO BOX 397776DALLASTX75339752329831501(C)(3)$40,077SUBAWARD - SPONSORED RESEARCH
DARTMOUTH-HITCHCOCK CLINIC
ONE MEDICAL CENTER DRIVELEBANONNH03756222519596501(C)(3)$283,665SUBAWARD - SPONSORED RESEARCH
DUKE UNIVERSITY
324 BLACKWELL STREETDURHAMNC27701560532129501(C)(3)$3,079,008SUBAWARD - SPONSORED RESEARCH
EAST CAROLINA UNIVERSITY
209 EAST 5TH STREETGREENVILLENC278584353566000403STATE OF NC$26,230SUBAWARD - SPONSORED RESEARCH
EDTOGETHER INC
416 COMMONWEALTH AVENUE NO 202BOSTONMA02215812550548501(C)(3)$52,011SUBAWARD - SPONSORED RESEARCH
EMERGENCY NURSES ASSOCIATION
930 E WOODFIELD ROADSCHAUMBURGIL60173311703819501(C)(3)$19,965SUBAWARD - SPONSORED RESEARCH
EMORY UNIVERSITY
1599 CLIFTON ROADATLANTAGA30322580566256501(C)(3)$753,523SUBAWARD - SPONSORED RESEARCH
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVENEW YORKNY10115208817646501(C)(3)$43,055SUBAWARD - SPONSORED RESEARCH
ENVIRONMENTAL LAW INSTITUTE
1730 M STREET NW SUITE 700WASHINGTONDC20036520901863501(C)(3)$36,291SUBAWARD - SPONSORED RESEARCH
EPIDEMIC INTELLIGENCE LLC
44 COURT STREETBROOKLYNNY11201872241261$15,682SUBAWARD - SPONSORED RESEARCH
FAIR HAVEN COMMUNITY HEALTH CLINIC INC
374 GRAND AVENUENEW HAVENCT06513060883545501(C)(3)$30,386SUBAWARD - SPONSORED RESEARCH
FLORIDA DEPARTMENT OF HEALTH
6101 LAKE ELLENOR DRIVEORLANDOFL32809593502843STATE OF FL$48,335SUBAWARD - SPONSORED RESEARCH
FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STREETMIAMIFL33199650177616STATE OF FL$112,954SUBAWARD - SPONSORED RESEARCH
FOUNDATION FOR ATLANTA VETERANS EDUCATION AND RESEARCH INC
1670 CLAIRMONT ROADDECATURGA30033581857346501(C)(3)$82,734SUBAWARD - SPONSORED RESEARCH
FOX CHASE CANCER CENTER FOUNDATION
333 COTTMAN AVENUEPHILADELPHIAPA19111232003072501(C)(3)$387,811SUBAWARD - SPONSORED RESEARCH
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVENUE NORTHSEATTLEWA981091024237156071501(C)(3)$209,733SUBAWARD - SPONSORED RESEARCH
FREDERIKSTED HEALTH CARE INC
PO BOX 1198ST CROIXVI00841660586667501(C)(3)$380,095SUBAWARD - SPONSORED RESEARCH
GBAPP INC
1470 BARNUM AVENUEBRIDGEPORTCT06610061132473501(C)(3)$70,332SUBAWARD - SPONSORED RESEARCH
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057530196603501(C)(3)$256,984SUBAWARD - SPONSORED RESEARCH
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
PO BOX 3999ATLANTAGA303023999581845423501(C)(3)$28,999SUBAWARD - SPONSORED RESEARCH
GREATER HARTFORD HARM REDUCTION COALITION
28 GRAND STREETHARTFORDCT06106474312705501(C)(3)$29,198SUBAWARD - SPONSORED RESEARCH
GREATER LOS ANGELES VETERANS RESEARCH AND EDUCATION FOUNDATION
11301 WILSHIRE BLVDLOS ANGELESCA90073832316783501(C)(3)$44,131SUBAWARD - SPONSORED RESEARCH
GRIFFIN HOSPITAL
130 DIVISION STREETDERBYCT06418060647014501(C)(3)$474,377SUBAWARD - SPONSORED RESEARCH
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC
12902 MAGNOLIA DRIVETAMPAFL33612593238634501(C)(3)$197,579SUBAWARD - SPONSORED RESEARCH
HARTFORD HOSPITAL
80 SEYMOUR STREETHARTFORDCT06102060646668501(C)(3)$697,326SUBAWARD - SPONSORED RESEARCH
HASKINS LABORATORIES INC
300 GEORGE STREETNEW HAVENCT06511131628174501(C)(3)$45,487SUBAWARD - SPONSORED RESEARCH
HEALTH RESEARCH INC
150 BROADWAY SUITE 280MENANDSNY122042719141402155501(C)(3)$394,453SUBAWARD - SPONSORED RESEARCH
HENNEPIN HEALTHCARE RESEARCH INSTITUTE
701 PARK AVENUEMINNEAPOLISMN55415411677920501(C)(3)$553,021SUBAWARD - SPONSORED RESEARCH
HENRY FORD HEALTH SYSTEM
ONE FORD PLACE - 5FDETROITMI48202381357020501(C)(3)$303,879SUBAWARD - SPONSORED RESEARCH
HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC
6720A ROCKLEDGE DRIVE SUITE 100BETHESDAMD20817521317896501(C)(3)$141,235SUBAWARD - SPONSORED RESEARCH
HPM FOUNDATION INC
PO BOX 14457SAN JUANPR00916660437924501(C)(3)$149,425SUBAWARD - SPONSORED RESEARCH
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY100296574136171197501(C)(3)$982,830SUBAWARD - SPONSORED RESEARCH
IHC HEALTH SERVICES INC
PO BOX 57828SALT LAKE CITYUT84157942854057501(C)(3)$5,600SUBAWARD - SPONSORED RESEARCH
INDIANA UNIVERSITY
400 EAST 7TH STREET ROOM 501BLOOMINGTONIN47405356001673501(C)(3)$154,659SUBAWARD - SPONSORED RESEARCH
INDIANA UNIVERSITY HEALTH INC
951 N MERIDIAN STREET 300INDIANAPOLISIN46204351955872501(C)(3)$6,250SUBAWARD - SPONSORED RESEARCH
INNOVATIONS FOR POVERTY ACTION
655 15TH STREET NW SUITE 800WASHINGTONDC20005061660068501(C)(3)$2,006,533SUBAWARD - SPONSORED RESEARCH
INOVA HEALTH CARE SERVICES
8095 INNOVATION PARK DRIVEFAIRFAXVA22031540620889501(C)(3)$19,950SUBAWARD - SPONSORED RESEARCH
INSTITUTE FOR CLINICAL RESEARCH INC
PO BOX 29545WASHINGTONDC200170745521336656501(C)(3)$63,407SUBAWARD - SPONSORED RESEARCH
INSTITUTE FOR COMMUNITY RESEARCH INC
2 HARTFORD SQUARE W SUITE 100HARTFORDCT061065128060653116501(C)(3)$20,973SUBAWARD - SPONSORED RESEARCH
INSTITUTE FOR MEDICAL RESEARCH INC
508 FULTON DRIVEDURHAMNC27705561655431501(C)(3)$68,323SUBAWARD - SPONSORED RESEARCH
JEEON LLC
155 CLAREMONT AVENUENEW YORKNY10027472575616$37,500SUBAWARD - SPONSORED RESEARCH
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROADBALTIMOREMD21211520595110501(C)(3)$1,902,017SUBAWARD - SPONSORED RESEARCH
JOSLIN DIABETES CENTER INC
ONE JOSLIN PLACEBOSTONMA022155306042203836501(C)(3)$156,217SUBAWARD - SPONSORED RESEARCH
KAISER FOUNDATION HOSPITALS
1800 HARRISON STREET 16TH FLOOROAKLANDCA946123433941105628501(C)(3)$123,406SUBAWARD - SPONSORED RESEARCH
KIDANGO INC
44000 OLD WARM SPRINGS BLVDFREMONTCA94538942581686501(C)(3)$60,000SUBAWARD - SPONSORED RESEARCH
L2 DIAGNOSTICS LLC
PO BOX 8175NEW HAVENCT065300175061509946$444,010SUBAWARD - SPONSORED RESEARCH
LA JOLLA INSTITUTE FOR IMMUNOLOGY
9420 ATHENA CIRCLELA JOLLACA92037330328688501(C)(3)$29,419SUBAWARD - SPONSORED RESEARCH
LATHAM BIOPHARM GROUP INC
6810 DEERPATH ROAD SUITE 405ELKRIDGEMD21075043382742$202,520SUBAWARD - SPONSORED RESEARCH
LEHIGH UNIVERSITY
306 SOUTH NEW STREET SUITE 451BETHLEHEMPA18015240795445501(C)(3)$67,869SUBAWARD - SPONSORED RESEARCH
LIBERTY COMMUNITY SERVICES
153 EAST STREET SUITE 100NEW HAVENCT06511222849124501(C)(3)$68,926SUBAWARD - SPONSORED RESEARCH
LOUISIANA STATE UNIVERSITY HEALTH SCIENCES CENTER NEW ORLEANS
433 BOLIVAR STREETNEW ORLEANSLA70112726087770STATE OF LA$41,575SUBAWARD - SPONSORED RESEARCH
MAINEHEALTH
22 BRAMHALL STREETPORTLANDME04102010238552501(C)(3)$365,581SUBAWARD - SPONSORED RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114042697983501(C)(3)$2,021,460SUBAWARD - SPONSORED RESEARCH
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA021394307042103594501(C)(3)$151,559SUBAWARD - SPONSORED RESEARCH
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$1,987,885SUBAWARD - SPONSORED RESEARCH
MEDICAL UNIVERSITY OF SOUTH CAROLINA
1 SOUTH PARK CIRCLECHARLESTONSC29407576000722STATE OF SC$981,548SUBAWARD - SPONSORED RESEARCH
MEDSTAR HEALTH RESEARCH INSTITUTE
108 IRVING STREET NWWASHINGTONDC20010526056274501(C)(3)$19,910SUBAWARD - SPONSORED RESEARCH
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27085NEW YORKNY10087131924236501(C)(3)$60,191SUBAWARD - SPONSORED RESEARCH
MIAMI UNIVERSITY
501 HIGH STREET 107 ROUDEBUSHOXFORDOH45056316402089501(C)(3)$11,372SUBAWARD - SPONSORED RESEARCH
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROADEAST LANSINGMI48824386005984501(C)(3)$203,429SUBAWARD - SPONSORED RESEARCH
MIDWESTERN CONNECTICUT COUNCIL ON ALCOHOLISM INC
38 OLD RIDGEBURY ROADDANBURYCT06810060890278501(C)(3)$22,228SUBAWARD - SPONSORED RESEARCH
MONTANA STATE UNIVERSITY
PO BOX 172470BOZEMANMT597172470816010045STATE OF MT$206,864SUBAWARD - SPONSORED RESEARCH
MONUMENT HEALTH RAPID CITY HOSPITAL INC
PO BOX 3450RAPID CITYSD57709460319070501(C)(3)$59,175SUBAWARD - SPONSORED RESEARCH
NARROWS INSTITUTE FOR BIOMEDICAL RESEARCH INC
800 POLY PLACEBROOKLYNNY11209113059470501(C)(3)$23,520SUBAWARD - SPONSORED RESEARCH
NATIONAL ASSOCIATION OF STATE EMS OFFICIALS
201 PARK WASHINGTON COURTFALLS CHURCHVA22046830257548501(C)(3)$119,019SUBAWARD - SPONSORED RESEARCH
NATURE CONSERVANCY
4245 FAIRFAX DRARLINGTONVA222031606530242652501(C)(3)$26,669SUBAWARD - SPONSORED RESEARCH
NEW ENGLAND DISCOVERY PARTNERS LLC
23 BUSINESS PARK DRIVEBRANFORDCT06405461034747$209,917SUBAWARD - SPONSORED RESEARCH
NEW YORK UNIVERSITY
PO BOX 5166NEW YORKNY10087135562308501(C)(3)$799,502SUBAWARD - SPONSORED RESEARCH
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115041679980501(C)(3)$329,297SUBAWARD - SPONSORED RESEARCH
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
4150 CLEMENT STREETSAN FRANCISCOCA94121943084159501(C)(3)$524,704SUBAWARD - SPONSORED RESEARCH
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL602080001362167817501(C)(3)$1,140,229SUBAWARD - SPONSORED RESEARCH
NOVA SOUTHEASTERN UNIVERSITY INC
3301 COLLEGE AVENUEFORT LAUDERDALEFL333147796591083502501(C)(3)$76,400SUBAWARD - SPONSORED RESEARCH
OCHSNER CLINIC FOUNDATION
PO BOX 54996NEW ORLEANSLA701544996720502505501(C)(3)$22,000SUBAWARD - SPONSORED RESEARCH
OREGON HEALTH & SCIENCE UNIVERSITY
PO BOX 3003PORTLANDOR972083003931176109STATE OF OR$191,293SUBAWARD - SPONSORED RESEARCH
OREGON STATE UNIVERSITY
312 KERR ADMINISTRATION BLDGCORVALLISOR97331611730890STATE OF OR$133,222SUBAWARD - SPONSORED RESEARCH
PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION
11720 BELTSVILLE DRIVE SUITE 900BELTSVILLEMD20705942243283501(C)(3)$11,950SUBAWARD - SPONSORED RESEARCH
PATH
PO BOX 900922SEATTLEWA98109911157127501(C)(3)$58,478SUBAWARD - SPONSORED RESEARCH
PENNSYLVANIA STATE UNIVERSITY
201 OLD MAINUNIVERSITY PARKPA16802246000376STATE OF PA$101,970SUBAWARD - SPONSORED RESEARCH
PORTLAND STATE UNIVERSITY
PO BOX 751PORTLANDOR97207364776757STATE OF OR$40,682SUBAWARD - SPONSORED RESEARCH
PRESBYTERIAN HEALTHCARE SERVICES
PO BOX 27728ALBUQUERQUENM87125850105601501(C)(3)$187,305SUBAWARD - SPONSORED RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUECAMBRIDGEMA02138042103580501(C)(3)$1,762,703SUBAWARD - SPONSORED RESEARCH
PRISMA HEALTH-UPSTATE
605 GROVE ROADGREENVILLESC29605811723202501(C)(3)$622,187SUBAWARD - SPONSORED RESEARCH
PROJECT ACCESS OF NEW HAVEN INC
PO BOX 9293NEW HAVENCT06533264379967501(C)(3)$8,298SUBAWARD - SPONSORED RESEARCH
PUERTO RICO DEPARTMENT OF HEALTH
PO BOX 70184SAN JUANPR009368184660437470PUERTO RICO$19,196SUBAWARD - SPONSORED RESEARCH
PUERTO RICO SCIENCE TECHNOLOGY AND RESEARCH TRUST
PO BOX 363475SAN JUANPR009363475660675963501(C)(3)$148,904SUBAWARD - SPONSORED RESEARCH
PURDUE UNIVERSITY
2550 NORTHWESTERN AVE SUITE 1100WEST LAFAYETTEIN47906356002041501(C)(3)$181,943SUBAWARD - SPONSORED RESEARCH
RECOVERY NETWORK OF PROGRAMS INC
2 TRAP FALLS ROAD SUITE 405SHELTONCT06484060910080501(C)(3)$30,428SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF COLORADO
PO BOX 910238DENVERCO802910238846000555501(C)(3)$550,047SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE STREET 5082 WOLVERINEANN ARBORMI48109386006309501(C)(3)$584,674SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF MINNESOTA
PO BOX 1450MINNEAPOLISMN554855957416007513STATE OF MN$621,390SUBAWARD - SPONSORED RESEARCH
REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC
129 CHURCH STREET SUITE 605NEW HAVENCT06510061567201501(C)(3)$7,500SUBAWARD - SPONSORED RESEARCH
RENSSELAER POLYTECHNIC INSTITUTE
110 EIGHTH STREETTROYNY121803590141340095501(C)(3)$54,403SUBAWARD - SPONSORED RESEARCH
RESEARCH FOUNDATION FOR MENTAL HYGIENE INC
150 BROADWAY SUITE 301MENANDSNY12204141410842501(C)(3)$1,013,657SUBAWARD - SPONSORED RESEARCH
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREETNEW YORKNY10036131988190501(C)(3)$64,759SUBAWARD - SPONSORED RESEARCH
RESEARCH TRIANGLE INSTITUTE
PO BOX 900002RALEIGHNC276759000560686338501(C)(3)$295,039SUBAWARD - SPONSORED RESEARCH
RHODE ISLAND HOSPITAL
167 POINT STREETPROVIDENCERI02903050258954501(C)(3)$382,205SUBAWARD - SPONSORED RESEARCH
RICE UNIVERSITY
PO BOX 1893HOUSTONTX772511892741109620501(C)(3)$22,547SUBAWARD - SPONSORED RESEARCH
RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN STREET SUITE 277CHICAGOIL60612362174823501(C)(3)$19,313SUBAWARD - SPONSORED RESEARCH
RUTGERS THE STATE UNIVERSITY
33 KNIGHTSBRIDGE ROADPISCATAWAYNJ08854226001086501(C)(3)$28,080SUBAWARD - SPONSORED RESEARCH
SAINT FRANCIS HOSPITAL AND MEDICAL CENTER
114 WOODLAND STREETHARTFORDCT06105060646813501(C)(3)$6,750SUBAWARD - SPONSORED RESEARCH
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVENUESAN FRANCISCOCA94132931137247STATE OF CA$20,006SUBAWARD - SPONSORED RESEARCH
SCHOOL-BASED HEALTH ALLIANCE
1010 VERMONT AVENUE NW SUITE 816WASHINGTONDC20005541752058501(C)(3)$108,523SUBAWARD - SPONSORED RESEARCH
SCIENCE COMMUNICATION LAB INC
767 41ST STREETOAKLANDCA94609472404616501(C)(3)$171,134SUBAWARD - SPONSORED RESEARCH
SEATTLE CHILDREN'S HOSPITAL
PO BOX 24728SEATTLEWA981240728910564748501(C)(3)$781,208SUBAWARD - SPONSORED RESEARCH
SENTARA HOSPITALS
600 GRESHAM DRIVENORFOLKVA23507541547408501(C)(3)$10,150SUBAWARD - SPONSORED RESEARCH
SIEMENS MEDICAL SOLUTIONS USA INC
810 INNOVATION DRIVEKNOXVILLETN37932222417778$104,105SUBAWARD - SPONSORED RESEARCH
SMART POWER INC
4075 WILSON BLVD 8TH FLOORARLINGTONVA22203030375454501(C)(3)$94,144SUBAWARD - SPONSORED RESEARCH
SOUTHERN CONNECTICUT STATE UNIVERSITY
501 CRESCENT STREETNEW HAVENCT06515061363115STATE OF CT$14,132SUBAWARD - SPONSORED RESEARCH
SOUTHERN NEVADA HEALTH DISTRICT
280 S DECATUR BLVDLAS VEGASNV891072936880151573STATE OF NV$30,797SUBAWARD - SPONSORED RESEARCH
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
PO BOX 1000MEMPHISTN381480949620646012501(C)(3)$202,310SUBAWARD - SPONSORED RESEARCH
ST LUKES HOSPITAL OF KANSAS CITY
4401 WORNALL ROADKANSAS CITYMO64111440545297501(C)(3)$163,774SUBAWARD - SPONSORED RESEARCH
ST THOMAS EAST END MEDICAL CENTER
PO BOX 503177ST THOMASVI00805660585077501(C)(3)$83,695SUBAWARD - SPONSORED RESEARCH
STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063941156365501(C)(3)$1,029,542SUBAWARD - SPONSORED RESEARCH
STANLEY STREET TREATMENT & RESOURCES INC
386 STANLEY STREETFALL RIVERMA02720042604426501(C)(3)$110,900SUBAWARD - SPONSORED RESEARCH
STATE OF CONNECTICUT
410 CAPITOL AVENUEHARTFORDCT061340308066000798STATE OF CT$365,027SUBAWARD - SPONSORED RESEARCH
STATE OF MAINE
STATE HOUSE STATION 111AUGUSTAME043330111016000001STATE OF ME$46,630SUBAWARD - SPONSORED RESEARCH
STATE OF MICHIGAN
235 S GRAND AVE SUITE 800LANSINGMI48933386000134STATE OF MI$19,425SUBAWARD - SPONSORED RESEARCH
TAMPA GENERAL HOSPITAL
PO BOX 1289TAMPAFL33601593458145501(C)(3)$164,060SUBAWARD - SPONSORED RESEARCH
TEMPLE UNIVERSITY
1805 NORTH BROAD WACHMAN HALL 1108PHILADELPHIAPA191226094231365971501(C)(3)$635,319SUBAWARD - SPONSORED RESEARCH
TEXAS A&M ENGINEERING EXPERIMENT STATION
400 HARVEY MITCHELL PKWY SUITE 300COLLEGE STATIONTX778454375741974733STATE OF TX$58,312SUBAWARD - SPONSORED RESEARCH
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297041FORT WORTHTX76129750827465501(C)(3)$525,829SUBAWARD - SPONSORED RESEARCH
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
809 S MARSHFIELD AVENUECHICAGOIL60612376000511501(C)(3)$52,635SUBAWARD - SPONSORED RESEARCH
THE BRIGHAM AND WOMEN'S HOSPITAL INC
PO BOX 3887BOSTONMA022413887042312909501(C)(3)$1,598,757SUBAWARD - SPONSORED RESEARCH
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142263428781501(C)(3)$703,489SUBAWARD - SPONSORED RESEARCH
THE BRONX VETERANS MEDICAL RESEARCH FOUNDATION INC
130 W KINGSBRIDGE ROADBRONXNY10468133699250501(C)(3)$15,574SUBAWARD - SPONSORED RESEARCH
THE CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BOULEVARDPHILADELPHIAPA19104231352166501(C)(3)$89,867SUBAWARD - SPONSORED RESEARCH
THE CLEVELAND CLINIC FOUNDATION
PO BOX 931562CLEVELANDOH441935012340714585501(C)(3)$195,433SUBAWARD - SPONSORED RESEARCH
THE FEINSTEIN INSTITUTE FOR MEDICAL RESEARCH
972 BRUSH HOLLOW ROAD 5TH FLOORWESTBURYNY11590112673595501(C)(3)$957,442SUBAWARD - SPONSORED RESEARCH
THE GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PL 260ASHBURNVA20147530196584501(C)(3)$153,450SUBAWARD - SPONSORED RESEARCH
THE HOWARD UNIVERSITY
525 BRYANT STREET NW SUITE 137WASHINGTONDC20059530204707501(C)(3)$5,306SUBAWARD - SPONSORED RESEARCH
THE JACKSON LABORATORY
600 MAIN STREETBAR HARBORME04609010211513501(C)(3)$269,701SUBAWARD - SPONSORED RESEARCH
THE JOHN B PIERCE LABORATORY INC
290 CONGRESS AVENUENEW HAVENCT06519060646780501(C)(3)$254,783SUBAWARD - SPONSORED RESEARCH
THE LOWELL GENERAL HOSPITAL
295 VARNUM AVENUELOWELLMA01854042103590501(C)(3)$12,621SUBAWARD - SPONSORED RESEARCH
THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER INC
100 BIGELOW STREETHOLYOKEMA01040273014805501(C)(3)$32,822SUBAWARD - SPONSORED RESEARCH
THE MCLEAN HOSPITAL CORPORATION
399 REVOLUTION DRIVE NO 645SOMERVILLEMA02145042697981501(C)(3)$1,033,946SUBAWARD - SPONSORED RESEARCH
THE MIRIAM HOSPITAL
167 POINT STREETPROVIDENCERI029034771050258905501(C)(3)$21,851SUBAWARD - SPONSORED RESEARCH
THE NATURE OF CITIES
415 E 52ND STREETNEW YORKNY10022461668772501(C)(3)$6,036SUBAWARD - SPONSORED RESEARCH
THE OHIO STATE UNIVERSITY
901 WOODY HAYES DRIVECOLUMBUSOH43210316025986STATE OF OH$37,902SUBAWARD - SPONSORED RESEARCH
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET BOX 0812SAN FRANCISCOCA94143946036493501(C)(3)$549,749SUBAWARD - SPONSORED RESEARCH
THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
PO BOX 9ALBANYNY122010009141368361501(C)(3)$1,396,105SUBAWARD - SPONSORED RESEARCH
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065131624158501(C)(3)$5,443SUBAWARD - SPONSORED RESEARCH
THE SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES ROADLA JOLLACA92037952160097501(C)(3)$732,380SUBAWARD - SPONSORED RESEARCH
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N 5TH STREET SUITE 600PHOENIXAZ85004753065445501(C)(3)$264,617SUBAWARD - SPONSORED RESEARCH
THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
PO BOX 29789NEW YORKNY100879789135598093501(C)(3)$1,893,109SUBAWARD - SPONSORED RESEARCH
THE TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CENTER SUITE 443PRINCETONNJ08540210634501501(C)(3)$30,180SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF CENTRAL FLORIDA BOARD OF TRUSTEES
PO BOX 160118ORLANDOFL328160118592924021STATE OF FL$14,013SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF IOWA
201 S CLINTON STREETIOWA CITYIA52242426004813STATE OF IA$195,672SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF OKLAHOMA
PO BOX 26901OKLAHOMA CITYOK731260901736017987State of OK$210,427SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF RHODE ISLAND
70 LOWER COLLEGE ROADKINGSTONRI02881056000522501(C)(3)$414,196SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 612COLUMBIASC29208576001153STATE OF SC$89,232SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF TENNESSEE
210 STUDENT SERVICES BUILDINGKNOXVILLETN379960105626001636STATE OF TN$10,314SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF TEXAS AT AUSTIN
BOX 7159AUSTINTX787137159746000203STATE OF TX$1,133,523SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BOULEVARDHOUSTONTX770304009746001118STATE OF TX$11,001SUBAWARD - SPONSORED RESEARCH
THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
PO BOX 841765DALLASTX752841765756002868STATE OF TX$500,490SUBAWARD - SPONSORED RESEARCH
THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY
3601 SPRUCE STREETPHILADELPHIAPA19104236434390501(C)(3)$120,817SUBAWARD - SPONSORED RESEARCH
THOMAS JEFFERSON UNIVERSITY
833 CHESTNUT STREET SUITE 900PHILADELPHIAPA19107231352651501(C)(3)$7,500SUBAWARD - SPONSORED RESEARCH
TRIAD NATIONAL SECURITY LLC
PO BOX 1663 MS P245LOS ALAMOSNM87545823291283$52,545SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOSTONMA02215042103547501(C)(3)$312,477SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROADHANOVERNH037551404020222111501(C)(3)$36,166SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541PHILADELPHIAPA191046284231352685501(C)(3)$2,737,807SUBAWARD - SPONSORED RESEARCH
TUFTS MEDICAL CENTER INC
800 WASHINGTON STREET BOX 453BOSTONMA02111043400617501(C)(3)$89,935SUBAWARD - SPONSORED RESEARCH
TUFTS UNIVERSITY
169 HOLLAND STREETSOMERVILLEMA02144042103634501(C)(3)$84,378SUBAWARD - SPONSORED RESEARCH
UIH AMERICA INC
9230 KIRBY DRIVE SUITE 600HOUSTONTX77054462408342$1,000,707SUBAWARD - SPONSORED RESEARCH
UNITED STATES FUND FOR UNICEF
125 MAIDEN LANE 10TH FLOORNEW YORKNY10038131760110501(C)(3)$13,500SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 SECOND AVENUE SBIRMINGHAMAL35233636005396501(C)(3)$535,033SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ALASKA
PO BOX 757880FAIRBANKSAK997757880926000147501(C)(3)$14,822SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAM STREETLITTLE ROCKAR72205716046242STATE OF AR$42,779SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREET SUITE 201BERKELEYCA947101108946002123501(C)(3)$258,542SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA DAVIS
ONE SHELDS AVENUEDAVISCA95616946036494501(C)(3)$787,983SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA IRVINE
120 THEORY SUITE 200IRVINECA926971050952226406501(C)(3)$480,436SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUELOS ANGELESCA900959000956006143501(C)(3)$1,482,628SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA RIVERSIDE
900 UNIVERSITY AVENUERIVERSIDECA92521956006142501(C)(3)$99,691SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144501(C)(3)$467,354SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA SANTA BARBARA
3201 SAASBSANTA BARBARACA931062003956006145501(C)(3)$103,768SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CALIFORNIA SANTA CRUZ
1156 HIGH STREETSANTA CRUZCA95064941539563501(C)(3)$157,653SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUECHICAGOIL60637362177139501(C)(3)$701,973SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CINCINNATI
51 GOODMAN DRIVECINCINNATIOH452210641316000989STATE OF OH$463,038SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CONNECTICUT
438 WHITNEY ROADSTORRSCT062691133060772160STATE OF CT$372,497SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CONNECTICUT HEALTH
263 FARMINGTON AVENUEFARMINGTONCT06030521725543STATE OF CT$184,741SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF DELAWARE
116 STUDENT SERVICES BLDGNEWARKDE19716516000297501(C)(3)$41,555SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF FLORIDA
PO BOX 113001GAINESVILLEFL32611596002052STATE OF FL$571,126SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
310 EAST CAMPUS ROADATHENSGA30602581353149501(C)(3)$1,063,585SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
301 PETERSON SERVICE BUILDINGLEXINGTONKY40506616033693501(C)(3)$142,226SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF LOUISVILLE
300 EAST MARKET STREET SUITE 300LOUISVILLEKY402021959611014882STATE OF KY$31,217SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MARYLAND
30665 STUDENT SERVICES CENTER LANEPRINCESS ANNEMD21853526002033STATE OF MD$417,361SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MASSACHUSETTS
100 MORRISSEY BLVDBOSTONMA021253393043167352STATE OF MA$1,004,188SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MIAMI
PO BOX 248106CORAL GABLESFL331242912590624458501(C)(3)$448,652SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MISSISSIPPI MEDICAL CENTER
2500 NORTH STATE STREETJACKSONMS392164505646008520STATE OF MS$8,906SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NEBRASKA
985045 NEBRASKA MEDICAL CENTEROMAHANE681985045470049123501(C)(3)$125,035SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NEW MEXICO
1 UNIVERSITY OF NEW MEXICOALBUQUERQUENM871315041856000642STATE OF NM$592,668SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVECHAPEL HILLNC275991270566001393501(C)(3)$2,521,083SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
9201 UNIVERSITY CITY BLVDCHARLOTTENC282230001560791228STATE OF NC$17,077SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NOTRE DAME
836A GRACE HALLNOTRE DAMEIN465565612350868188501(C)(3)$314,683SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR97403464727800STATE OF OR$244,411SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF PITTSBURGH
500 ROSS STREETPITTSBURGHPA152620001250965591501(C)(3)$1,142,824SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF PUERTO RICO
PO BOX 365067SAN JUANPR009365067660433760PUERTO RICO$109,920SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ROCHESTER
910 GENESSEE STREE SUITE 200ROCHESTERNY14611160743209501(C)(3)$164,110SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF SOUTH FLORIDA
140 7TH AVENUE SOUTHST PETERSBURGFL33701593102112STATE OF FL$30,622SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SOUTH FIGUEROA STREET SUITELOS ANGELESCA900898001951642394501(C)(3)$372,513SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF THE VIRGIN ISLANDS
2 JOHN BREWERS BAYST THOMASVI00802660432514501(C)(3)$77,169SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF UTAH
201 SOUTH PRESIDENTS CIRCLESALT LAKE CITYUT841129020876000525501(C)(3)$562,668SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE
85 SOUTH PROSPECT STREETBURLINGTONVT05405030179440501(C)(3)$204,363SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF VIRGINIA
PO BOX 400195CHARLOTTESVILLEVA229044195546001796STATE OF VA$213,892SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAY NESEATTLEWA98105916001537STATE OF WA$1,492,152SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF WISCONSIN SYSTEM
780 REGENT STREETMADISONWI53706391805963STATE OF WI$437,645SUBAWARD - SPONSORED RESEARCH
URBAN COMMUNITY ALLIANCE INC
446A BLAKE STREETNEW HAVENCT06515061324343501(C)(3)$152,699SUBAWARD - SPONSORED RESEARCH
VA CONNECTICUT RESEARCH AND EDUCATION FOUNDATION
950 CAMPBELL AVENUE NO 151WEST HAVENCT06516202206467501(C)(3)$420,591SUBAWARD - SPONSORED RESEARCH
VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVENUE NEGRAND RAPIDSMI49503522000823501(C)(3)$199,596SUBAWARD - SPONSORED RESEARCH
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37240620476822501(C)(3)$148,050SUBAWARD - SPONSORED RESEARCH
VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVENUE SOUTHNASHVILLETN37232352528741501(C)(3)$660,568SUBAWARD - SPONSORED RESEARCH
VETERANS EDUCATION AND RESEARCH ASSOCIATION OF NORTHERN NEW ENGLAND INC
PO BOX 4655WHITE RIVER JUNCTIONVT05001223091219501(C)(3)$78,709SUBAWARD - SPONSORED RESEARCH
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
300 TURNER STREET NWBLACKSBURGVA24061546001805STATE OF VA$124,700SUBAWARD - SPONSORED RESEARCH
VIRSCIO INC
4 SCIENCE PARK 4TH FLOORNEW HAVENCT06511043682460$219,441SUBAWARD - SPONSORED RESEARCH
VISAGE IMAGING INC
12625 HIGH BLUFF DRIVE SUITE 205SAN DIEGOCA92130371551308$43,520SUBAWARD - SPONSORED RESEARCH
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUE CB 1034ST LOUISMO631121408430653611501(C)(3)$1,152,358SUBAWARD - SPONSORED RESEARCH
WAYNE STATE UNIVERSITY
PO BOX 02788DETROITMI48202386028429501(C)(3)$383,041SUBAWARD - SPONSORED RESEARCH
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
PO BOX 22371NEW YORKNY100872371131623978501(C)(3)$754,434SUBAWARD - SPONSORED RESEARCH
WELLSPAN HEALTH
1001 SOUTH GEORGE STREETYORKPA17403222517863501(C)(3)$6,350SUBAWARD - SPONSORED RESEARCH
WEST CHESTER UNIVERSITY OF PENNSYLVANIA
201 CARTER DRIVE SUITE 200WEST CHESTERPA19383232417773STATE OF PA$16,950SUBAWARD - SPONSORED RESEARCH
WEST VIRGINIA STATE HEALTH DEPARTMENT
ONE DAVIS SQUARE SUITE 300CHARLESTONWV25301556000810STATE OF WV$27,058SUBAWARD - SPONSORED RESEARCH
WEST VIRGINIA UNIVERSITY
ONE WATERFRONT PLACEMORGANTOWNWV265066005556000842STATE OF WV$269,903SUBAWARD - SPONSORED RESEARCH
DOROT INC
171 WEST 85TH STREETNEW YORKNY10024133264005501(C)(3)$50,000DAF DISTRIBUTION
UNITED JEWISH-APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 EAST 59TH STREETNEW YORKNY100221302510172429501(C)(3)$50,000DAF DISTRIBUTION
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUECHICAGOIL60637362177139501(C)(3)$100,000DAF DISTRIBUTION
ACHIEVEMENT FIRST INC
370 JAMES STREET SUITE 404NEW HAVENCT06513651203744501(C)(3)$100,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ARTS COUNCIL OF GREATER NEW HAVEN INC
70 AUDUBON STREETNEW HAVENCT06510066082782501(C)(3)$5,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ARTSPACE INC
50 ORANGE STREETNEW HAVENCT06510222533535501(C)(3)$7,600CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
AURELIAN HONOR SOCIETY INCORPORATED
206 ELM STREETNEW HAVENCT06511066071632501(C)(3)$19,056CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
BETHEL AFRICAN METHODIST EPISCOPAL CHURCH
255 GOFFE STREETNEW HAVENCT06511530204696501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CITY SEED INC
817 GRAND AVENUE NO 101NEW HAVENCT06511830397621501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
COLUMBUS HOUSE INC
586 ELLA T GRASSO BOULEVARDNEW HAVENCT06519222511873501(C)(3)$40,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CONNOISSEUR MEDIA LLC
440 WHEELERS FARMS ROAD SUITE 302MILFORDCT064619133383706713$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
DELTA FOUNDATION OF GREATER NEW HAVEN INC
PO BOX 8328NEW HAVENCT06530260529146501(C)(3)$15,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ECONOMETRIC SOCIETY INC
30 HILLHOUSE AVENUENEW HAVENCT06511320402835501(C)(3)$29,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
FAITH INSPIRED SERVANTS HELPING OTHERS REACH SERVICES
748 PINE ROCK AVENUEHAMDENCT06514272114090501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
FISH OF GREATER NEW HAVEN INC
PO BOX 8552NEW HAVENCT06531237090083501(C)(3)$5,300CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
GREATER NEW HAVEN BUSINESS & PROFESSIONAL ASSOC INC
192 DIXWELL AVENUENEW HAVENCT06511060847657501(C)(3)$8,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
INTEGRATED REFUGEE & IMMIGRANT SERVICES INC
235 NICOLL STREET FLOOR 2NEW HAVENCT06511060653044501(C)(3)$50,250CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
IOTA CHI SIGMA FOUNDATION
715 LINCOLN AVENUEBRIDGEPORTCT06606814468228501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
JAMAICAN AMERICAN CONNECTION INC
3000 WHITNEY AVENUEHAMDENCT06518812039270501(C)(3)$15,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE
80 WALL STREETNEW HAVENCT06511061257354501(C)(3)$307,572CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC
31 JEFFERSON STREETNEW HAVENCT06511222906547501(C)(3)$38,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
LIFE CHANGING OUTREACH MINISTRY
29 ATLAS STREETHAMDENCT06517800580949501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
LIONS CLUB OF NEW HAVEN CHARITABLE TRUST
PO BOX 8012NEW HAVENCT06530237245189501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
MARKET NEW HAVEN INC
157 CHURCH STREETNEW HAVENCT06510061578847501(C)(6)$137,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS AND IDEAS INC
195 CHURCH STREET 12TH FLOORNEW HAVENCT06510061444222501(C)(3)$225,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HAVEN PROMISE INC
28 LINCOLN WAYNEW HAVENCT06510811267064501(C)(3)$15,569CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HAVEN WORKS INC
205 WHITNEY AVENUE NO 106NEW HAVENCT06511462662124501(C)(3)$149,671CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HYTES INC
PO BOX 2928NEW HAVENCT06515270772846501(C)(3)$35,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW YORK UNIVERSITY
105 E 17TH STREET 3RD FLOORNEW YORKNY10003135562308501(C)(3)$20,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
POP WARNER LITTLE SCHOLARS INC
6A CATHERINE WAYNEW HAVENCT06515273088240501(C)(3)$25,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
SIGMA OUTREACH EDUCATIONAL DEVELOPMENT INITIATIVE INC
PO BOX 3741WOODBRIDGECT06525472595796501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
SQUASH HAVEN INC
70 TOWER PARKWAYNEW HAVENCT06520205500876501(C)(3)$77,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENUENEW HAVENCT06519810666655501(C)(3)$5,355CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ST MARTIN DE PORRES CHURCH
136 DIXWELL AVENUENEW HAVENCT06511060664180501(C)(3)$5,355CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOORNEW YORKNY10004133541913501(C)(3)$100,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE AMERICAN PEDIATRIC SOCIETY INC
9303 NEW TRAILS DRIVE NO 350THE WOODLANDSTX77381166078165501(C)(3)$12,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE CHURCH OF GOD AND SAINTS OF CHRIST INCORPORATED
109 BEERS STREETNEW HAVENCT06511061129297501(C)(3)$5,060CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE CONNECTICUT PLAYERS FOUNDATION INC
222 SARGENT DRIVENEW HAVENCT06511066073063501(C)(3)$7,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE GOVERNOR'S PREVENTION PARTNERSHIP
30 JORDAN LANEWETHERSFIELDCT06109061275193501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE GREATER NEW HAVEN CHAMBER OF COMMERCE INC
900 CHAPEL STREETNEW HAVENCT06510060468900501(C)(6)$7,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE WREXHAM FOUNDATION INC
BOX 1913 YALE STATIONNEW HAVENCT06520060769957501(C)(3)$69,892CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
UNITED WAY OF GREATER NEW HAVEN INC
370 JAMES STREET SUITE 403NEW HAVENCT06513060646761501(C)(3)$251,300CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
WILLIAM F BUCKLEY JR PROGRAM AT YALE INC
234 CHURCH STREET 7TH FLOORNEW HAVENCT06510275131268501(C)(3)$23,454CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
WOMEN OF THE VILLAGE COMMUNITY FOOD PANTRY INC
11 VALLEY PLACE NNEW HAVENCT06515843712355501(C)(3)$12,310CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
YALE STUDENT ENVIRONMENTAL COALITION INC
55 WHITNEY AVENUE SUITE 630NEW HAVENCT06510061424469501(C)(3)$18,580CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
YALE UNIVERSITY DRAMATIC ASSOCIATION INC
PO BOX 209037NEW HAVENCT06520066069930501(C)(3)$80,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HAVEN PROMISE INC
28 LINCOLN WAYNEW HAVENCT06510811267064501(C)(3)$4,201,200SCHOLARSHIPS
FieldValueIRS element (for citing)
Total501c3 Org288Total501c3OrgCnt
Total Other Org15TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
STUDENT STIPENDS AND FELLOWSHIPS6822$100,483,197
SCHOLARSHIPS10271$415,918,950COSTTUITION REDUCTION
HEALTH PREMIUM AWARDS3352$13,884,687COSTHEALTHCARE
PRIZES AND AWARDS1889$5,906,391

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II SUBAWARDA SUBAWARD IS AN AWARD OF FINANCIAL SUPPORT FROM THE UNIVERSITY TO A QUALIFIED THIRD PARTY PRIMARILY TO PERFORM RESEARCH AND OTHER RELATED PROGRAMMATIC EFFORTS UNDER A SPONSORED RESEARCH PROJECT.
Schedule I, Part III COLUMN B - NUMBER OF RECIPIENTSTHE AMOUNTS REPORTED IN PART III REPRESENT AN ESTIMATE OF TOTAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 BASED ON INFORMATION PROVIDED BY THE UNIVERSITY'S UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS. SOME STUDENTS RECEIVED MORE THAN ONE AWARD DURING THE FISCAL YEAR ENDED JUNE 30, 2022.
Schedule I, Part II, Line 1 COLUMN H - PURPOSE OF GRANT OR ASSISTANCESUBAWARDS - SPONSORED RESEARCH
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.WITH RESPECT TO SPONSORED PROJECT ACTIVITY SUBCONTRACTED TO OTHER ENTITIES, THE UNIVERSITY'S POLICY AND PROCEDURES FOR MONITORING SUB RECIPIENT AWARDS ("SUBaWARDS") ARE INTENDED TO ESTABLISH APPROPRIATE AND EFFECTIVE MECHANISMS TO PROMOTE COMPLIANCE WITH FEDERAL AND NON-FEDERAL REQUIREMENTS AND CONTRACTUAL ARRANGEMENTS, INCLUDING THE PROPER MONITORING AND STEWARDSHIP OF AWARDED FUNDS. PROPER MONITORING OF A SUBAWARD ENSURES THAT AWARDED FUNDS ARE USED FOR AUTHORIZED PURPOSES, PERFORMANCE GOALS ARE MET AND THE SUB RECIPIENT IS IN COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUB RECIPIENT AGREEMENT. SUB RECIPIENT MONITORING PROCEDURES INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING ACTIVITIES: A FORMAL PRE-QUALIFICATION PROCESS FOR SUB RECIPIENTS, PRE-AWARD AND POST-AWARD MONITORING OF SUB RECIPIENTS TO REVIEW THE FINANCIAL STATUS AND MANAGEMENT CONTROLS, COMPLIANCE CERTIFICATIONS, REVIEW OF COMPLIANCE WITH REGULATIONS RELATIVE TO THE USE OF HUMAN SUBJECTS AND ANIMALS, IDENTIFICATION AND REPORTING OF ANY CONFLICT OF INTEREST WITH A SUB RECIPIENT ENTITY, AND A REVIEW OF PERTINENT OTHER ORGANIZATION INFORMATION. IN ACCORDANCE WITH THESE PROCEDURES, THE UNIVERSITY REVIEWS THE SUB RECIPIENT'S ADMINISTRATION, FINANCIAL STATEMENTS, BILLINGS, SCIENTIFIC PROGRESS, TECHNICAL REPORTS, AND DELIVERABLES OF AN ACTIVE SUBAWARD REGULARLY AND CONDUCTS ON-GOING RISK ASSESSMENTS AS WELL AS MONTHLY QUALITY ASSURANCE REVIEWS ON RANDOMLY SELECTED SUBAWARDS. IN ADDITION TO A MONTHLY DEPARTMENTAL REVIEW, THE UNIVERSITY MONITORS A SUB RECIPIENT'S COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUBAWARD ANNUALLY AND UPON CLOSEOUT OF THE SUB RECIPIENT AGREEMENT. IF ANY OF THESE MONITORING PROCEDURES RESULT IN FINDINGS, THE UNIVERSITY WILL TAKE CORRECTIVE ACTION AS NECESSARY. THE PROCEDURES SERVE TO ENSURE THAT THE SUBAWARD FUNDS ARE USED FOR PROPER PURPOSES AND NOT DIVERTED FROM THEIR INTENDED USE.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Peter Salovey
Trustee & President$1,366,930$0$85,000$0$708,466$0$32,680$0$67,618$0$2,260,694$0$180,000$0
Alexander E Dreier
Sr VP for Institutional Affairs$706,939$0$50,000$0$86,647$0$32,680$0$54,503$0$930,769$0$0$0
Scott A Strobel
Provost$728,352$0$50,000$0$31,718$0$32,680$0$23,314$0$866,064$0$0$0
Jack F Callahan Jr
Sr VP for Operations$721,171$0$50,000$0$15,349$0$32,680$0$38,271$0$857,471$0$0$0
Joan E O'Neill
VP for Alumni Affairs & Development$631,059$0$30,000$0$70,428$0$32,680$0$35,059$0$799,226$0$0$0
Stephen C Murphy
VP for Finance & CFO$493,257$0$30,000$0$19,500$0$32,680$0$49,084$0$624,521$0$0$0
Pericles Lewis
VP for Global Strategy$467,207$0$30,000$0$19,500$0$32,680$0$63,963$0$613,350$0$0$0
Nathaniel Nickerson
VP for Communications$431,449$0$30,000$0$78,016$0$32,680$0$2,209$0$574,354$0$0$0
John H Bollier
VP for Facilities & Campus Development (through 1/14/22)$482,152$0$30,000$0$0$0$32,680$0$21,514$0$566,346$0$0$0
Kimberly M Goff-Crews
Secretary & VP for University Life$452,569$0$30,000$0$19,500$0$32,680$0$10,729$0$545,478$0$0$0
Donna Cable
Interim VP for HR (through 7/31/21)$275,282$0$0$0$30,462$0$32,680$0$34,710$0$373,134$0$0$0
John Whelan
VP for HR (effective 8/1/21)$156,797$0$30,000$0$38,774$0$17,263$0$13,342$0$256,176$0$0$0
David F Swensen
Chief Investment Officer (through 5/5/21)$314,208$0$2,832,702$0$3,499,465$0$29,013$0$14,041$0$6,689,429$0$810,690$0
Matthew S T Mendelsohn
Chief Investment Officer (effective 9/1/21)$584,666$0$613,876$0$37,654$0$940,591$0$10,978$0$2,187,765$0$0$0
Alexander C Banker
Sr Director of Finance$560,387$0$689,112$0$31,038$0$272,680$0$41,915$0$1,595,132$0$0$0
Nancy J Brown
Dean, School of Medicine$949,334$0$30,000$0$39,500$0$32,680$0$20,071$0$1,071,585$0$0$0
Timothy R Sullivan
Sr Director of Private Equity$709,330$0$945,915$0$19,500$0$372,680$0$47,868$0$2,095,293$0$534,583$0
Alan Forman
Director, Investments$679,286$0$816,557$0$47,000$0$319,347$0$40,656$0$1,902,846$0$240,533$0
Lisa Howie
Director, Investments$226,981$0$1,270,134$0$135,846$0$26,805$0$5,205$0$1,664,971$0$0$0
Murat Gunel
Chair, Neurosurgery$1,124,400$0$400,000$0$19,500$0$32,680$0$46,914$0$1,623,494$0$0$0
Nita Ahuja
Chair, Department of Surgery$1,381,426$0$150,000$0$19,500$0$32,680$0$38,279$0$1,621,885$0$0$0
Janet E Lindner
Former VP for HR & Administration$447,680$0$0$0$19,500$0$32,680$0$10,618$0$510,478$0$0$0
Benjamin Polak
Former Provost$430,172$0$0$0$19,500$0$32,680$0$630$0$482,982$0$0$0
Robert J Alpern
Former Dean, School of Medicine$357,167$0$0$0$19,500$0$32,680$0$658$0$410,005$0$0$0
Dean J Takahashi
Former Sr Director, Investments$174,000$0$0$0$183,443$0$21,430$0$26,596$0$405,469$0$0$0

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelON OCCASION DURING THE CALENDAR YEAR 2021, THE UNIVERSITY CHARTERED PRIVATE AIRCRAFT WHEN DEEMED NECESSARY FOR THE CONDUCT OF UNIVERSITY BUSINESS, PURSUANT TO A CORPORATION POLICY. Two OFFICERs TRAVELED ON SUCH FLIGHTS IN 2021 IN ACCORDANCE WITH THE POLICY. IN ADDITION, one OFFICER TRAVELED FIRST CLASS ON A TRAIN DURING 2021 DUE TO SPECIAL CIRCUMSTANCES AND PERMITTED PURSUANT TO UNIVERSITY POLICY. UNDER APPLICABLE RULES, AMOUNTS FOR SUCH TRAVEL WERE NOT REPORTED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUALs.
Schedule J, Part I, Line 1a Travel for companionsThe spouse of one officer on occasion accompanied the officer on university business. The primary purpose of the travel was to conduct university business. Under applicable rules, the cost of travel was not required to be reported as taxable compensation to the listed individual.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsFive OFFICERS RECEIVED TAX GROSS-UP PAYMENTS DURING THE CALENDAR YEAR 2021 FOR CERTAIN LIMITED TAXABLE BENEFITS BASED ON THEIR ESTIMATED RELATED TAX OBLIGATIONS. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUALS.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useAS A CONDITION OF HIS EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY, THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN AN APARTMENT WITHIN THE PRESIDENT'S HOUSE. THE ESTIMATED FAIR MARKET RENTAL VALUE OF THIS HOUSING IS INCLUDED AS A NONTAXABLE BENEFIT IN SCHEDULE J, PART II, COLUMN (D). ONE OFFICER WAS PROVIDED A UNIVERSITY RESIDENCE FOR PERSONAL USE DURING THE CALENDAR YEAR 2021. THE VALUE OF THE RESIDENCE WAS DETERMINED PURSUANT TO IRC SECTION 119(D), AS REQUIRED, AND TREATED AS TAXABLE COMPENSATION. IN ADDITION, ONE OFFICER RECEIVED A HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL DURING THE CALENDAR YEAR 2021.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesThe university paid membership dues for one key employee and one highly compensated employee during the calendar year 2021 which were used 100% for business purposes. Under applicable rules, the value of the memberships was not required to be reported as taxable compensation to the individuals.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planCERTAIN LISTED PERSONS PARTICIPATED IN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR 2021 AS DESCRIBED BELOW: THE UNIVERSITY HAS AGREED TO SUPPLEMENT THE PRESIDENT'S RETIREMENT INCOME BY MAKING AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN, SUBJECT TO VESTING CONDITIONS BASED ON CONTINUING SERVICE TO THE UNIVERSITY AND ADJUSTED FOR EARNINGS BASED ON POSITIVE PERFORMANCE OF THE ENDOWMENT. A PORTION OF THIS BENEFIT VESTED IN 2021 AND IS REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). THE UNIVERSITY PREVIOUSLY AGREED TO SUPPLEMENT THE RETIREMENT INCOME FOR one KEY EMPLOYEE IN THE INVESTMENTS OFFICE BY PROVIDING AN ADDITIONAL RETIREMENT BENEFIT EQUAL IN VALUE TO A PERCENTAGE OF SALARY AT VESTING, FOR A TERM OF 20 YEARS, SUBJECT TO VESTING CONDITIONS BASED ON CONTINUING SERVICE TO THE UNIVERSITY. THIS BENEFIT WAS FULLY VESTED AND PAID IN 2021 AND IS REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, THE UNIVERSITY AWARDED a BONUS TO one key EMPLOYEE IN THE INVESTMENTS OFFICE THAT was TAXED IN 2021 AND SUBJECT TO DEFERRED PAYMENT WITH ADJUSTMENTS UPWARD OR DOWNWARD DEPENDING ON PERFORMANCE OF THE ENDOWMENT. THe BONUS FOR 2021 is INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). IN ADDITION, ONE FORMER Key Employee CONTINUES TO RECEIVE EARNINGS RELATED TO PREVIOUSLY AWARDED DEFERRED BONUSES UNDER THE SAME PLAN. For both employees, the earnings associated with these previously awarded deferred bonuses paid in 2021 are reflected in Schedule J, Part II, Column (B)(III).
Schedule J, Part I, Line 7 Non-fixed paymentsTHE UNIVERSITY PAID one KEY EMPLOYEE IN THE INVESTMENTS OFFICE a Bonus AWARDED UNDER A LONG TERM INCENTIVE COMPENSATION PLAN WHICH PROVIDES FOR PAYMENTS WHICH ARE BASED ON QUALITATIVE AND QUANTITATIVE PERFORMANCE FACTORS. THE PAYMENT is REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). THE UNIVERSITY PAID two Key Employees and three HIGHLY COMPENSATED EMPLOYEEs BONUSes UNDER A LONG TERM INCENTIVE COMPENSATION PLAN WHICH PROVIDES FOR DEFERRED VESTING CONTINGENT ON THE PERFORMANCE OF FUTURE SERVICES AND MAY CHANGE UPWARD OR DOWNWARD DEPENDING ON PERFORMANCE OF THE ENDOWMENT PRIOR TO VESTING AND PAYMENT. THE CURRENT YEAR PAYMENT THAT WAS AWARDED IN PREVIOUS YEARS IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). THE AMOUNT AWARDED IN THE CURRENT YEAR BUT SUBJECT TO DEFERRED VESTING IS INCLUDED AS DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN (C). THE UNIVERSITY ALSO PAID two HIGHLY COMPENSATED EMPLOYEES ADDITIONAL COMPENSATION PURSUANT TO CLINICAL INCENTIVE PLANS. THE PAYMENTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exceptionTHERE WERE two OFFICERS, one former officer, and one key employee WITH RESPECT TO WHOM AMOUNTS WERE REPORTED IN PART VII WHERE THOSE AMOUNTS WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). THE COMPENSATION WAS ALSO APPROVED PURSUANT TO PROCESSES CONSISTENT WITH THE REBUTTABLE PRESUMPTION PROCEDURE DESCRIBED IN REGS. SECTION 53.4958-6(C).
Schedule J, Part I, Line 1a Benefits providedEACH ONE OF THE BENEFITS THAT WAS CHECKED WAS PROVIDED PURSUANT TO A WRITTEN POLICY.
Schedule J, Part II, Column (D) Nontaxable BenefitsIN ADDITION TO THE EMPLOYER COST OF HEALTH, DENTAL AND OTHER NONTAXABLE BENEFITS AVAILABLE ON A NONDISCRIMINATORY BASIS, COLUMN (D) INCLUDES AMOUNTS AWARDED AS SCHOLARSHIP GRANTS TO CHILDREN OF EMPLOYEES UNDER THE UNIVERSITY'S NONDISCRIMINATORY QUALIFIED TUITION REDUCTION PLAN COVERING ALL ELIGIBLE FACULTY AND STAFF WITH SIX OR MORE YEARS OF SERVICE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
A06080618620774LZC22003-01-08$250,000,000SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
B06080618620774UU602010-02-24$579,984,034SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
C06080618620774YPD32013-07-02$100,000,000SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
D06080618620774YRW92014-07-23$250,000,000SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$125,000,000$0$252,221,323$0$0$0$0$0$0$252,221,323$0$02009falsefalseYes (true)Yes (true)
B$247,456,317$0$580,160,339$0$0$0$0$0$0$490,643,522$89,516,817$02012Yes (true)falseYes (true)Yes (true)
C$0$0$100,000,000$0$0$0$0$0$0$0$100,000,000$02007Yes (true)falseYes (true)Yes (true)
D$0$0$250,108,651$0$0$0$0$0$0$250,108,651$0$02017falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.0010.00.001falsefalseYes (true)
BfalsefalseYes (true)falseYes (true)false0.00.0050.005falsefalseYes (true)
CfalsefalseYes (true)falseYes (true)false0.00.00.0falsefalseYes (true)
DfalsefalseYes (true)falseYes (true)false0.00.00.0falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
BfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
DfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (36 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part II, Line 3 PROCEEDSTOTAL PROCEEDS OF ISSUE REPRESENT THE ISSUE PRICE (PART I, COLUMN (E)) PLUS ANY INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b PRIVATE BUSINESS USEDURING THE 12-MONTH PERIOD USED TO REPORT ON THE BOND ISSUES, THE ORGANIZATION ROUTINELY REVIEWED ANY MANAGEMENT OR SERVICE CONTRACTS RELATING TO THE FINANCED PROPERTY FOR PRIVATE BUSINESS USE, USING EITHER IN-HOUSE COUNSEL, OUTSIDE COUNSEL, OR PROFESSIONAL CONTRACT REVIEWERS TRAINED BY COUNSEL.
Schedule K, Part III, Line 3d PRIVATE BUSINESS USEDURING THE 12-MONTH PERIOD USED TO REPORT ON THE BOND ISSUES, THE ORGANIZATION ROUTINELY REVIEWED RESEARCH AGREEMENTS RELATING TO THE FINANCED PROPERTY FOR PRIVATE BUSINESS USE, USING EITHER IN-HOUSE COUNSEL, OUTSIDE COUNSEL, OR PROFESSIONAL CONTRACT REVIEWERS TRAINED BY COUNSEL.
Schedule K, Part III, Line 4 PRIVATE BUSINESS USEIN CERTAIN CASES, A BOND ISSUE WITH AN ENTRY OF .00% MAY HAVE FINANCED PROPERTY WITH SOME PRIVATE BUSINESS USE. IN EACH OF THESE CASES, THE PRIVATE BUSINESS USE PERCENTAGE OF THE BOND ISSUE WAS LESS THAN 0.05% AS THE AMOUNTS ARE ROUNDED TO THE NEAREST TENTH OF A PERCENTAGE POINT, PURSUANT TO THE INSTRUCTIONS.
Schedule K, Part III, Line 5 PRIVATE BUSINESS USEIN CERTAIN CASES, A BOND ISSUE WITH AN ENTRY OF .00% MAY HAVE FINANCED PROPERTY WITH SOME PRIVATE BUSINESS USE. IN EACH OF THESE CASES, THE PRIVATE BUSINESS USE PERCENTAGE OF THE BOND ISSUE WAS LESS THAN 0.05% AS THE AMOUNTS ARE ROUNDED TO THE NEAREST TENTH OF A PERCENTAGE POINT, PURSUANT TO THE INSTRUCTIONS.
Schedule K, Part III PRIVATE BUSINESS USE, LINES 4-6CHEFA BONDS ISSUED 02/24/10 (CUSIP# 20774UU60): A PORTION OF THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; ONLY THE PRIVATE BUSINESS USE PERTAINING TO THE NEW MONEY PORTION OF THE 02/24/10 ISSUE IS REPORTED.
Schedule K, Part III PRIVATE BUSINESS USE, LINES 4-6CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): A PORTION OF THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; ONLY THE PRIVATE BUSINESS USE PERTAINING TO THE PORTION OF THE 06/07/17 ISSUE THAT REFUNDED A POST-2002 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 02/24/10 (CUSIP# 20774UU60): A PORTION OF THE BOND ISSUE RELATING TO THE CONSTRUCTION FUND IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT FEBRUARY 24, 2020 WAS NEGATIVE.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 1/8/2003 (CUSIP# 20774LZC2) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 2/24/2010 (CUSIP# 20774UU60) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES W BONDS ISSUED 4/2002
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 7/2/2013 (CUSIP# 20774YPD3) - TO FULLY REDEEM CHEFA SERIES X1 BONDS ISSUED 1/2003
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 7/1/2015 (CUSIP# 20774YWE3) - TO FULLY REDEEM CHEFA SERIES Y1, Y2, AND Y3 BONDS ISSUED 10/2005
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 7/1/2016 (CUSIP# 20774YJ99) - TO FULLY REDEEM CHEFA SERIES Z1 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX44) - TO FULLY REDEEM CHEFA SERIES Z2 AND Z3 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX69) - TO FULLY REDEEM CHEFA SERIES T1 AND X3 BONDS ISSUED 11/1997 AND 1/2003, RESPECTIVELY
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 12/22/2017 (CUSIP# 20774Y3D7) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES 2010A-2 BONDS ISSUED 2/2010
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSECHEFA BONDS ISSUED 07/02/2018 (CUSIP# 20774Y4X2) - TO FULLY REDEEM CHEFA SERIES 2010A-1 BONDS ISSUED 2/2010
Schedule K, Part III Private Business Use, Lines 4-6CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; NO PRIVATE BUSINESS USE OF THE 07/02/18 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 12/22/17 (CUSIP# 20774Y3D7): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 1, 2018 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 01/08/03 (CUSIP# 20774LZC2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 01/08/2018 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 07/02/13 (CUSIP# 20774YPD3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2018 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 23, 2019 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 07/01/15 (CUSIP# 20774YWE3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2020 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 07/01/16 (CUSIP# 20774YJ99): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2021 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX44): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATIONCHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c COLUMN AIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 01/08/2018
Schedule K, Part IV, Line 2c COLUMN BIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 02/24/2020
Schedule K, Part IV, Line 2c COLUMN CIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2018
Schedule K, Part IV, Line 2c COLUMN DIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/23/2019
Schedule K, Part IV, Line 2c COLUMN AIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2020
Schedule K, Part IV, Line 2c COLUMN BIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2021
Schedule K, Part IV, Line 2c COLUMN CIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN DIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN AIssuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2018

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
A06080618620774YWE32015-07-01$300,000,000SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
B06080618620774YJ992016-07-01$399,995,657SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
C06080618620774YX442017-06-07$199,998,620SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
D06080618620774YX692017-06-07$249,989,726SEE PART VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$300,000,000$0$0$0$0$0$0$0$300,000,000$02012Yes (true)falseYes (true)Yes (true)
B$0$0$399,995,657$0$0$0$0$0$0$0$399,995,657$02012Yes (true)falseYes (true)Yes (true)
C$0$0$199,998,620$0$0$0$0$0$0$0$199,998,620$02012Yes (true)falseYes (true)Yes (true)
D$0$0$249,989,726$0$0$0$0$0$0$0$249,989,726$02009Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)falseYes (true)false0.0020.00.002falsefalseYes (true)
BfalseYes (true)Yes (true)falseYes (true)false0.00.00.0falsefalseYes (true)
CfalseYes (true)Yes (true)falseYes (true)false0.0010.00.001falsefalseYes (true)
DfalseYes (true)Yes (true)falseYes (true)false0.0010.00.001falsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
BfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
CfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)
DfalsefalseYes (true)Yes (true)Yes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
A06080618620774Y3D72017-12-22$452,759,255SEE PART VIfalsefalsefalse
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
B06080618620774Y4X22018-07-02$79,969,108See Part VIfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$454,448,840$0$3,846$0$0$0$0$301,692,656$152,139,095$02019falseYes (true)Yes (true)Yes (true)
B$0$0$79,969,108$0$0$0$0$0$0$0$79,969,108$02002Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalseYes (true)falseYes (true)false0.00.0020.002falsefalseYes (true)
B0.0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AfalsefalsefalseYes (true)Yes (true)falsefalsefalseYes (true)
BfalseYes (true)Yes (true)falsefalsefalsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
SCOTT A STROBEL
OFFICERHOUSINGYes (X)$100,000$20,502falsefalseYes (true)
Nancy J Brown
Key EmployeeHousingYes (X)$100,000$51,666falsefalseYes (true)
Nancy J Brown
Key EmployeeHousingYes (X)$100,000$100,000falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$172,168TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$66,000scholarshipsSee Part V
$4,300FellowshipSee Part V

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
John H Bollier
Officer$128,009Purchase of equipment in the ordinary course of businessfalse
STEFANIE MARKOVITS
SPOUSE OF BENJAMIN POLAK, A FORMER OFFICER$211,950COMPENSATION AND BENEFITS, PROFESSOR OF ENGLISHfalse
Marta Moret
SPOUSE OF PETER SALOVEY, AN OFFICER$53,674COMPENSATION AND BENEFITS, Associatefalse
PATRICIA PREISIG
SPOUSE OF ROBERT ALPERN, A Former KEY EMPLOYEE$224,651COMPENSATION AND BENEFITS, PROFESSOR, MEDICINE (NEPHROLOGY) AND CELLULAR AND MOLECULAR PHYSIOLOGYfalse
Wendy Sharp
SPOUSE OF DEAN TAKAHASHI, A FORMER KEY EMPLOYEE$113,753COMPENSATION AND BENEFITS, DIRECTOR OF CHAMBER MUSIC, Assistant Professor Adjunctfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule L, Part II, Column (h) LOAN APPROVALTHE LOANs REPORTED ON SCHEDULE L, PART II Were MADE AND APPROVED PURSUANT TO UNIVERSITY COMPENSATION POLICIES.
Schedule L, Part III, Column (e) Purpose of assistanceThe scholarship grants represent amounts awarded to interested persons under the university's nondiscriminatory qualified tuition reduction plan covering all eligible faculty and staff with six or more years of service. In addition, a grant was awarded to an interested person for a summer research fellowship.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution75ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution951ContributionCnt
Noncash Contributions Rpt F990$83,090,035NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NONEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$35,251,345NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Sale of Comp. PropertyMethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$71,862NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - SALE OF COMP. PROPERTYMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$7,550NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Sale of Comp. PropertyMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - NONEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment5$0Other - NONE
Yes (X)MUSICAL INSTRUMENT1$0Other - NONE
Yes (X)Furniture3$0Other - NONE
Yes (X)royalty interest in literary/musical works, self-created work1$0Other - None
FieldValueIRS element (for citing)
Form8283 Received61Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsOCCASIONALLY, THE UNIVERSITY ENGAGES THIRD PARTIES (E.G., REAL ESTATE BROKERS, AUCTION HOUSES, INVESTMENT BROKERS) TO SELL CERTAIN NON-CASH CONTRIBUTIONS.
Schedule M, Part I, Line 33 Noncash contribution amounts not reportedPURSUANT TO ACCOUNTING STANDARDS CODIFICATION 958 (ASC 958), THE UNIVERSITY DOES NOT CAPITALIZE ITS COLLECTIONS, INCLUDING WORKS OF ART, LITERARY WORKS, HISTORICAL TREASURES AND ARTIFACTS THAT ARE MAINTAINED IN ITS MUSEUMS AND LIBRARIES. NON-CASH CONTRIBUTIONS OF THIS NATURE ARE, THEREFORE, NOT RECOGNIZED AS REVENUE FOR FINANCIAL STATEMENT PURPOSES. THESE COLLECTIONS ARE PROTECTED AND PRESERVED FOR PUBLIC EXHIBITION, EDUCATION, RESEARCH AND THE FURTHERANCE OF PUBLIC SERVICE. OTHER NON-CASH CONTRIBUTIONS WITH NO READILY ASCERTAINABLE FAIR VALUE OR WHICH ARE DEEMED IMMATERIAL ARE NOT RECOGNIZED AS REVENUE FOR FINANCIAL STATEMENT PURPOSES.
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Books and publications - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Publicly traded - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Miscellaneous - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Collectibles - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - Equipment AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - MUSICAL INSTRUMENT AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Partnership, LLC, or trust interests - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Closely held stock - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - Furniture AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Scientific specimens - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - royalty interest in literary/musical works, self-created work AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (24 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 6 TOTAL NUMBER OF VOLUNTEERSVOLUNTEERS SUPPORT AND BENEFIT THE UNIVERSITY IN A WIDE VARIETY OF ACTIVITIES, PROGRAMS, AND SERVICES. WHILE YALE UNIVERSITY DOES NOT TRACK THE NUMBER OF ITS VOLUNTEERS, THE UNIVERSITY ESTIMATES THAT THE NUMBER OF VOLUNTEERS WAS APPROXIMATELY 19,200 DURING FYE 6/30/22.
Form 990, Part III, Line 1 DESCRIPTION OF ORGANIZATION MISSIONYALE IS COMMITTED TO IMPROVING THE WORLD TODAY AND FOR FUTURE GENERATIONS THROUGH OUTSTANDING RESEARCH AND SCHOLARSHIP, EDUCATION, PRESERVATION, AND PRACTICE. YALE EDUCATES ASPIRING LEADERS WORLDWIDE WHO SERVE ALL SECTORS OF SOCIETY. WE CARRY OUT THIS MISSION THROUGH THE FREE EXCHANGE OF IDEAS IN AN ETHICAL, INTERDEPENDENT, AND DIVERSE COMMUNITY OF FACULTY, STAFF, STUDENTS, AND ALUMNI.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 758,415,736 including grants of $ 11,383,685)(Revenue $ 73,685,927) OTHER PROGRAM SERVICES INCLUDE ACADEMIC SUPPORT, PUBLIC SERVICE, AND OTHER INSTITUTIONAL SUPPORT.
Form 990, Part VI, Line 1b NUMBER OF VOTING MEMBERS WHO ARE INDEPENDENTTHERE ARE TWO EX-OFFICIO TRUSTEES, THE GOVERNOR OF CONNECTICUT AND THE LIEUTENANT GOVERNOR OF CONNECTICUT. HISTORICALLY, THESE INDIVIDUALS DO NOT PARTICIPATE IN GOVERNANCE ACTIVITIES AT THE UNIVERSITY AND THEY ARE REPORTED AS INDEPENDENT.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsE. John Rice, Jr. and Michael Warren - Business relationship
Form 990, Part VI, Line 5 Diversion of organization assetsTHE UNIVERSITY HAS A SYSTEM OF INTERNAL CONTROLS DESIGNED TO PREVENT AND IDENTIFY THE DIVERSION OF ITS ASSETS. DURING THE FISCAL YEAR ENDED JUNE 30, 2022, THE UNIVERSITY BECAME AWARE OF AN INAPPROPRIATE DIVERSION OF UNIVERSITY FUNDS. THE FRAUD INVOLVED A UNIVERSITY DEPARTMENT ADMINISTRATOR WHO FALSELY AUTHORIZED THE PURCHASE OF ELECTRONIC DEVICES, PRIMARILY TABLET COMPUTERS, WITH YALE UNIVERSITY FUNDS AND SUBSEQUENTLY SOLD THEM TO THIRD PARTIES FOR PERSONAL GAIN. THE UNIVERSITY'S DIRECT LOSS RELATED TO THIS FRAUD WAS $40,504,200. ONCE THE FRAUD WAS DISCOVERED, YALE NOTIFIED APPROPRIATE LAW ENFORCEMENT AUTHORITIES AND COOPERATED FULLY WITH THEIR INVESTIGATION. YALE ALSO CONDUCTED A THOROUGH INTERNAL INVESTIGATION OF THE FRAUD AND CONCLUDED THAT NO OTHER UNIVERSITY EMPLOYEES AND NO OFFICERS, KEY EMPLOYEES, TRUSTEES, OR OTHER DISQUALIFIED PERSONS WERE COMPLICIT IN THE DIVERSION OF THESE FUNDS. THE EMPLOYEE ADMITTED TO THE FRAUD. YALE PROMPTLY TERMINATED THE ADMINISTRATOR'S EMPLOYMENT AND THE ADMINISTRATOR SUBSEQUENTLY WAS CONVICTED AND SENTENCED TO PRISON. DURING THE FISCAL YEAR, THE UNIVERSITY IDENTIFIED THREE UNRELATED INSTANCES OF DIVERSION OF ITS ASSETS BY EXTERNAL PARTIES (IN TOTAL < $105,000). INTERNAL INVESTIGATIONS WERE CONDUCTED AND CONCLUDED THAT NO UNIVERSITY EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES), TRUSTEES, OR OTHER DISQUALIFIED PERSONS WERE COMPLICIT IN THE DIVERSION OF THESE FUNDS. YALE REFERRED THE FRAUDULENT CASES TO THE APPROPRIATE LAW ENFORCEMENT AUTHORITIES. YALE HAS ACTED TO PREVENT FUTURE DIVERSIONS BY FURTHER STRENGTHENING ITS FINANCIAL PROCESSES AND INTERNAL CONTROLS. SPECIFICALLY, YALE HAS EXPANDED EFFORTS TO PROMOTE A STRONG INTERNAL CONTROL CULTURE, CLARIFY ROLES AND RESPONSIBILITIES, DEVELOP A RISK-BASED QUALITY ASSURANCE FUNCTION, PROVIDE A ROBUST COMPLIANCE TRAINING PROGRAM FOCUSED ON ETHICS, INTERNAL CONTROLS, AND FRAUD AWARENESS, AND STRENGTHEN FEEDBACK LOOPS THAT LEAD TO CONTINUOUS IMPROVEMENT AND ACCOUNTABILITY. THESE UNIVERSITY-WIDE INITIATIVES WILL CONTRIBUTE TO ADVANCING A STRONG CULTURE OF FINANCIAL INTEGRITY, ACCOUNTABILITY, INSIGHT AND STEWARDSHIP OF YALE RESOURCES.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE GOVERNING BODY INCLUDES SIX ALUMNI TRUSTEES WHO ARE ELECTED BY THE ALUMNI.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE FORM 990 WAS REVIEWED BY SENIOR MANAGEMENT. IN ADDITION, THE UNIVERSITY DISTRIBUTED A DRAFT COPY OF FORM 990 TO THE CORPORATION AUDIT COMMITTEE, COMPRISED OF five MEMBERS OF THE UNIVERSITY'S GOVERNING BODY. MEMBERS OF SENIOR MANAGEMENT MET WITH CERTAIN UNIVERSITY OFFICERS AND THE CORPORATION AUDIT COMMITTEE TO DISCUSS THE DRAFT FORM 990 AND ANSWER ANY QUESTIONS PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policyTHE YALE UNIVERSITY CONFLICT OF INTEREST POLICY OBLIGATES EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE TO PROMPTLY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DEFINED IN THE POLICY. EACH SUCH PERSON MUST SIGN A STATEMENT ANNUALLY AFFIRMING THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTOR AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON IS EXCUSED FROM THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS MADE, AND IS RECUSED FROM PARTICIPATING IN ANY VOTE ON THE MATTER.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE annual PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT INCLUDED INITIAL REVIEW BY THE COMMITTEE ON COMPENSATION (THE COMPENSATION COMMITTEE) OF THE YALE CORPORATION (YALE UNIVERSITY'S GOVERNING BOARD), A RECOMMENDATION VOTED BY THE COMMITTEE TO THE YALE CORPORATION, AND FULL REVIEW AND VOTE BY THE YALE CORPORATION. BOTH REVIEWS INCLUDED REVIEW OF THE COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT OTHER UNIVERSITIES, AS COMPILED BY A PROFESSIONAL COMPENSATION CONSULTANT RETAINED BY THE COMPENSATION COMMITTEE FOR THE PURPOSE, AND REVIEW OF INFORMATION ON SUCH COMPARABLE POSITIONS FROM IRS FORMS 990 FOR SIMILAR ORGANIZATIONS; BOTH REVIEWS CONSIDERED SUCH DATA IN LIGHT OF THE PERFORMANCE OF THE PRESIDENT, WHICH WAS REVIEWED BY THE COMPENSATION COMMITTEE AND BY THE YALE CORPORATION. THE PROCEEDINGS OF THE COMPENSATION COMMITTEE AND THE PROCEEDINGS OF THE YALE CORPORATION EACH WERE DOCUMENTED IN MINUTES OF THE RESPECTIVE BODY, CONTEMPORANEOUSLY ADOPTED AND RETAINED IN THE RECORDS OF THE RESPECTIVE BODY, ALONG WITH THE DATA ON COMPARABLE COMPENSATION THAT WAS RELIED UPON.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE annual PROCESS FOR DETERMINING COMPENSATION OF THE OFFICERS CONSISTED OF REVIEW BY THE COMPENSATION COMMITTEE OF THE RECOMMENDATIONS MADE BY THE PRESIDENT, CONSIDERING THE PERFORMANCE OF EACH OFFICER, AND REVIEW OF DATA ON COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS, AS COLLECTED BY A PROFESSIONAL COMPENSATION CONSULTANT THROUGH SURVEYS; THE COMPENSATION COMMITTEE VOTED RECOMMENDATIONS ON COMPENSATION OF SUCH INDIVIDUALS TO THE YALE CORPORATION. THE YALE CORPORATION RECEIVED THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE, AND DISCUSSED THESE WITH THE PRESIDENT, WHO REVIEWED THE PERFORMANCE OF EACH OFFICER WITH THE YALE CORPORATION, AND ALSO THE COMPARABLE COMPENSATION INFORMATION. THE YALE CORPORATION THEN VOTED ON THE COMPENSATION OF EACH OFFICER. THE PROCEEDINGS OF THE COMPENSATION COMMITTEE AND OF THE CORPORATION EACH WERE DOCUMENTED IN MINUTES CONTEMPORANEOUSLY ADOPTED AND RETAINED IN THE RECORDS OF THE RESPECTIVE BODY, ALONG WITH THE DATA ON COMPARABLE COMPENSATION THAT WAS RELIED UPON. OF THE KEY EMPLOYEES, THE COMPENSATION OF THE DEAN, SCHOOL OF MEDICINE WAS RECOMMENDED BY THE PRESIDENT TO THE COMPENSATION COMMITTEE, AND REVIEWED BY THAT COMMITTEE IN CONJUNCTION WITH ITS REVIEW OF THE PERFORMANCE OF THE DEAN AND CONSIDERATION OF DATA ON THE COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT OTHER INSTITUTIONS COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION, AND CONTEMPORANEOUSLY DOCUMENTED ITS PROCEEDINGS IN MINUTES RETAINED IN ITS RECORDS ALONG WITH THE COMPENSATION DATA RELIED UPON. WITH RESPECT TO THE CHIEF INVESTMENT OFFICERs, THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION AFTER CONSIDERATION OF THE RECOMMENDATIONS OF THE PRESIDENT AND OF THE FOLLOWING: REVIEW OF THE PERFORMANCE of each Chief Investment Officer, INVESTMENT PERFORMANCE OF THE YALE ENDOWMENT OVER DESIGNATED PERIODS, OTHER PERFORMANCE-RELATED INFORMATION, AND AN ANALYSIS OF THE COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT TAXABLE AND TAX-EXEMPT ORGANIZATIONS PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT RETAINED FOR THE PURPOSE. THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY DOCUMENTED ITS PROCEEDINGS IN MINUTES RETAINED IN ITS RECORDS ALONG WITH THE COMPENSATION DATA RELIED UPON. NO MEMBER OF THE YALE CORPORATION WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO A COMPENSATION ARRANGEMENT DESCRIBED ABOVE (I.E., BY VIRTUE OF A FAMILY OR BUSINESS RELATIONSHIP) PARTICIPATED IN THE COMPENSATION COMMITTEE REVIEW OR THE VOTE OF THE YALE CORPORATION WITH RESPECT TO SUCH COMPENSATION ARRANGEMENT.
Form 990, Part VI, Line 19 Required documents available to the publicTHE UNIVERSITY'S GOVERNING DOCUMENTS, INCLUDING ANY AMENDMENTS, FINANCIAL STATEMENTS AND STANDARDS OF BUSINESS CONDUCT ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE OR UPON REQUEST.
Form 990, Part VII, Section A, Line 1a, Column (B) AVERAGE HOURS PER WEEKTHE NUMBER OF HOURS REPORTED FOR EACH LISTED PERSON IS AN ESTIMATE. THE ESTIMATE FOR TRUSTEES INCLUDES MEETING TIME AND PREPARATION, AS WELL AS ATTENDANCE AT CERTAIN OFFICIAL UNIVERSITY FUNCTIONS DURING THE YEAR, BUT DOES NOT INCLUDE TRAVEL TIME OR ATTENDANCE AT OTHER EVENTS AS TRUSTEES. IN MANY CASES, THE ACTUAL AVERAGE HOURS PER WEEK FOR LISTED PERSONS, OTHER THAN TRUSTEES, EXCEEDED 50 HOURS.
Form 990, Part VII, Section A, Line 1a, Column (A) Continuation of titles for each listed personPETER SALOVEY: PROFESSOR OF PSYCHOLOGY Murat Gunel: Professor of Neurosurgery & Professor of Genetics & of Neuroscience Nita Ahuja: Professor of Surgery Nancy J. Brown: Professor of Internal Medicine Alexander E. Dreier: General Counsel & Sr Counselor to the President SCOTT A. STROBEL: PROFESSOR OF MOLECULAR BIOPHYSICS & BIOCHEMISTRY; PROFESSOR OF CHEMISTRY; HOWARD HUGHES MEDICAL INSTITUTE PROFESSOR PERICLES LEWIS: vice provost for academic initiatives; professor of comparative literature BENJAMIN POLAK: PROFESSOR OF ECONOMICS; PROFESSOR OF MANAGEMENT ROBERT J. ALPERN: PROFESSOR OF MEDICINE (NEPHROLOGY) & professor of cellular & molecular physiology Dean Takahashi: Executive Director, Yale Carbon Containment Lab Donna Cable: Associate VP, HR
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other program service revenue - Total Revenue: 37179085, Related or Exempt Function Revenue: 36148165, Unrelated Business Revenue: 1030920, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 24 UNRELATED BUSINESS INCOME TAXOTHER EXPENSES INCLUDE $1,376,853 OF STATE UNRELATED BUSINESS INCOME TAX.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesChange in funding status of defined benefit plans - XXX-XX-XXXX; Actuarial adjustments for split interest liability - 27316370;
Schedule F, Part I, Line 3 BREAKOUT OF INVESTMENTSPURSUANT TO THE FORM INSTRUCTIONS, THE FOLLOWING IS A BREAKOUT OF AMOUNTS REPORTED AS INVESTMENTS: CENTRAL AMERICA AND THE CARIBBEAN: INVESTMENTS = $6,738,780,501 EXPENDITURES = $8,144,430 EAST ASIA AND THE PACIFIC: INVESTMENTS = $4,650,024 EXPENDITURES = $0 EUROPE (INCLUDING ICELAND AND GREENLAND): INVESTMENTS = $971,297,220 EXPENDITURES = $1,640,560 NORTH AMERICA (CANADA & MEXICO ONLY): INVESTMENTS = $778,282,709 EXPENDITURES = $7,806 SOUTH AMERICA: INVESTMENTS = $0 EXPENDITURES = $2,656,030 SUB-SAHARAN AFRICA: INVESTMENTS = $252,344,049 EXPENDITURES = $0
Schedule F, Part II SUBWARDA SUBAWARD IS AN AWARD OF FINANCIAL SUPPORT FROM THE UNIVERSITY TO A QUALIFIED THIRD PARTY PRIMARILY TO PERFORM RESEARCH AND OTHER RELATED PROGRAMMATIC EFFORTS UNDER A SPONSORED RESEARCH PROJECT.
Schedule F, Part II, Line 3 NUMBER OF OTHER ORGANIZATIONS OR ENTITIESTHE TOTAL NUMBER REPORTED ON LINE 3 INCLUDES TAX-EXEMPT ORGANIZATIONS AND PUBLIC INSTITUTIONS. MOST OF THE SUBAWARD RECIPIENTS ARE UNIVERSITIES, HOSPITALS, AND RESEARCH INSTITUTIONS.
Schedule F, Part III(c) TOTAL AWARDSTHE AMOUNTS REPORTED IN COLUMNS (C) AND (D) REPRESENT AN ESTIMATE OF TOTAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2022 BASED ON INFORMATION PROVIDED BY THE UNIVERSITY'S UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOLS. SOME STUDENTS RECEIVED MORE THAN ONE AWARD DURING THE FISCAL YEAR ENDED JUNE 30, 2022.
Schedule J, Part II, Column (F) COMPENSATION REPORTED IN PRIOR FORM 990THIS AMOUNT IS ALSO INCLUDED IN COLUMN (E). IT IS, THEREFORE, DOUBLE REPORTED IN PART II AND DOES NOT REPRESENT ADDITIONAL COMPENSATION.
FORM 990, PART VII, SECTION B, COLUMN(C) COMPENSATIONTHE AMOUNT REPORTED REPRESENTS DIRECT CASH PAYMENTS MADE DURING THE CALENDAR YEAR 2021 TO INDEPENDENT CONTRACTORS FOR SERVICES. FOR CONSTRUCTION and related SERVICES, THE FEES REPRESENT THE ENTIRE CONTRACT COST.
Schedule B, Part I, Column D Contributor No. 2PORTIONS OF THIS CONTRIBUTION REPRESENT PLEDGES. IT IS UNKNOWN AT THIS TIME WHETHER THE PLEDGES WILL BE SATISFIED WITH CASH OR NON-CASH PROPERTY.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (32 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Investment Holdco LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239814546058InvestmentDE$333,307,861$9,919,757,515Yale University
Boylston LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239463324804InvestmentDE$266,919,686$6,476,211,882Yale University
Fir Co LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239060646973InvestmentDE-$22,393,437$1,992,588,972Yale University
Anaxagoras LP
C/O Yale UniversityPO Box 208239New HavenCT065208239854296496InvestmentDE$0$144,403,588Yale University
WE 150 Munson LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239260233373InvestmentDE$0$38,581,584Yale University
Fenix I LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239262863129InvestmentDE$0$30,493,569Yale University
Harbor Hills Investments LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239200099423InvestmentDE$0$20,182,155Yale University
WE 2 Church Street South LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239800066065InvestmentCT$0$12,809,725Yale University
Renaissance I LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239262863298InvestmentDE$0$12,599,172Yale University
WE 135 College Street LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239300893138InvestmentDE$0$7,662,260Yale University
ESV Holdings LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239203980473InvestmentDE$0$7,578,846Yale University
Yale Global Enterprises LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239270859961Supports Higher EducationCT$0$4,520,003Yale University
Alpha 9 LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239270982227InvestmentCT$0$3,451,348Yale University
S Property Holding LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239273717440InvestmentCT$0$2,998,032Yale University
Passive Holding LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239223783661InvestmentNJ$0$893,610Yale University
Overlea LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239821445515InvestmentDE$0$759,495Yale University
Yale SOM Student Investment Fund LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239834065716InvestmentDE$9,990$659,843Yale University
Amistad Partners LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239731683601InvestmentCT$0$599,975Yale University
Yale Student Investment Fund LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239463851735InvestmentDE$4,215$381,253Yale University
41 North LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239061594874InvestmentDE$0$0Yale University
Beta 14 LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239270982129InvestmentCT$0$0Yale University
Bluefield Timber LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239020520556InvestmentDE$0$041 North LLC
GSWM Investments LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239273717358InvestmentCT$0$0Yale University
Medical Practice Management LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239271545102Administrative ServicesCT$0$0Yale University
Moms Partnership LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239060646973Supports Wellness InitiativesCT$0$0Yale University
OME Holdings LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239060646973InvestmentDE$0$0Yale University
Sardous LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239020580383InvestmentDE$0$0Yale University
The UK Friends of Yale University Limited
C/O Yale UniversityPO Box 208239New HavenCT065208239980552738Accepts charitable contributions$206,580$0Yale UniversityUK
Yale Educational Consulting (Beijing) LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239981006940Supports Higher Education$0$0Yale Global Enterprises LLCCH
Yale Leadership (Beijing) Educational Consulting Co Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239981200465Supports Higher Education$0$0Yale Global Enterprises LLCCH
YD SMA LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239463365267InvestmentDE$795$0Yale University
Endurance LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239061606540InvestmentDE$303,583-$5,111,212Yale University

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
3C Corporation
C/O Yale UniversityPO Box 208239New HavenCT065208239412046529InvestmentDC501(c)(3)Type IYale UniversityYes (true)
5C Corporation
C/O Yale UniversityPO Box 208239New HavenCT065208239200763050InvestmentDC501(c)(3)Type IYale UniversityYes (true)
Alumni Fund Association of Yale University
C/O Yale UniversityPO Box 208239New HavenCT065208239066078326Encourages and solicits contributions to or for Yale UniversityCT501(c)(3)Type IYale UniversityYes (true)
Chapel Company
C/O Yale UniversityPO Box 208239New HavenCT065208239061532073InactiveCT501(c)(2)Yale UniversityYes (true)
Charles A Coffin Memorial Fund
C/O Yale UniversityPO Box 208239New HavenCT065208239066034841Supports higher educationCT501(c)(3)Type III-OYale Universityfalse
Edith B Jackson Trust #3
C/O Yale UniversityPO Box 208239New HavenCT065208239846150096Supports higher educationCO501(c)(3)PFYale Universityfalse
FW & Elsie Heyl Science Scholarship Fund
C/O Yale UniversityPO Box 208239New HavenCT065208239386194019Supports higher educationMI501(c)(3)Type III-ONAfalse
Ford Adelaide D Ten T U W
C/O Yale UniversityPO Box 208239New HavenCT065208239946216169Supports higher educationNC501(c)(3)PFYale Universityfalse
Founding Fathers Papers Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239222365602Supports and facilitates publicationsNJ501(c)(3)Type INAfalse
Gruber Foundation the
C/O Yale UniversityPO Box 208239New HavenCT065208239451540594Supports higher educationDE501(c)(3)Type IYale UniversityYes (true)
Health Benefits Holdings Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239061559155InvestmentCT501(c)(2)Yale UniversityYes (true)
HR Properties Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239061341463investmentCT501(c)(2)Yale UniversityYes (true)
Jonathan Edwards Trust
C/O Yale UniversityPO Box 208239New HavenCT065208239066084676Supports Higher EducationCT501(c)(3)Type III-FIYale Universityfalse
Paul Mellon Centre for Studies in British Art
C/O Yale UniversityPO Box 208239New HavenCT065208239981194924Promotes and supports study of British art and architecture501(c)(3)Yale UniversityYes (true)UK
Preston J Dunn TR UW FBO Yale University
C/O Yale UniversityPO Box 208239New HavenCT065208239066366026Supports higher educationCT501(c)(3)PFYale Universityfalse
Preston J Dunn Tr UW FBO Yale University 1928 Alumni Fund
C/O Yale UniversityPO Box 208239New HavenCT065208239066366024Supports higher educationCT501(c)(3)PFYale Universityfalse
Richard U Light Foundation
C/O Yale UniversityPO Box 208239New HavenCT065208239382456949Supports educationMI501(c)(3)Type III-ONAfalse
RTA Incorporated
C/O Yale UniversityPO Box 208239New HavenCT065208239060768741Supports educationCT501(c)(3)Type III-FINAfalse
Staff Retirement Holdings Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239061559156InvestmentCT501(c)(2)Yale UniversityYes (true)
Stoeckel E B Residue Trust
C/O Yale UniversityPO Box 208239New HavenCT065208239060653108Supports artistic programsCT501(c)(3)Type III-FIYale Universityfalse
The Board of Trustees of the Sheffield Scientific School
C/O Yale UniversityPO Box 208239New HavenCT065208239066032565Promotes the study of the physical, natural and mathematical sciencesCT501(c)(3)Type IIYale UniversityYes (true)
THE CHIEF EXEC LEADERSHIP INST OF THE YALE SCHOOL OF MGMTINC
C/O Yale UniversityPO Box 208239New HavenCT065208239582617787Provides research and peer-driven edu. programs to businessesDE501(c)(3)Type IYale UniversityYes (true)
UW Eugene Higgins Char Trust NMA
C/O Yale UniversityPO Box 208239New HavenCT065208239136073358Supports educationNY501(c)(3)Type III-ONAfalse
Yale Alumni Association of Cleveland
C/O Yale UniversityPO Box 208239New HavenCT065208239341218706Supports educationOH501(c)(3)Type III-FINAfalse
Yale Alumni Publications Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239060646970Distributes alumni magazineCT501(c)(3)Type III-FIYale Universityfalse
Yale Alumni Scholarship of Cleveland Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239346523145Funds scholarshipsOH501(c)(3)Type III-FINAfalse
Yale Club of Central New Jersey
C/O Yale UniversityPO Box 208239New HavenCT065208239226048686Funds scholarshipsNJ501(c)(3)Type III-ONAfalse
Yale Club of Maine
C/O Yale UniversityPO Box 208239New HavenCT065208239010516058Supports higher educationME501(c)(3)Type III-ONAfalse
Yale Club of Northwestern Connecticut Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239061045553Promotes and Supports Activities Between Yale Alumni and Yale UniversityCT501(c)(3)Type III-ONAfalse
Yale Medical Foundation Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239352672947To provide outpatient medical care, to conduct research and support educational activitiesCT501(c)(3)10Yale UniversityYes (true)
Yale Scholarship Fund of Pittsburgh
C/O Yale UniversityPO Box 208239New HavenCT065208239237046816Funds scholarshipsPA501(c)(3)Type III-FIYale Universityfalse
Yale University Elizabethan Club Corp
C/O Yale UniversityPO Box 208239New HavenCT065208239060332975Promotes appreciation of literature among membership and communityCT501(c)(3)Type III-FIYale UniversityYes (true)
Yale University Press London
C/O Yale UniversityPO Box 208239New HavenCT065208239Publishes serious works501(c)(3)Yale UniversityYes (true)UK
Yale University Retiree Health Benefits Coverage Trust
C/O Yale UniversityPO Box 208239New HavenCT065208239066414276501(a) Trust that Supports Yale UniversityCT501(c)(3)Type IIYale UniversityYes (true)
Yale Wisconsin Scholarship Fund
C/O Yale UniversityPO Box 208239New HavenCT065208239396065573Funds scholarshipsWI501(c)(3)Type III-ONAfalse
Yale-New Haven Medical Center Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239237440891Supports joint programs of Yale-New Haven Hospital and Yale UniversityCT501(c)(3)Type III-FINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (165 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
FOURTH CENTURY LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239412046537InvestmentDEYale UniversityExcluded$1,559,267,923$7,447,606,177Yes (true)$284,459,803false0.998
FIFTH CENTURY LP
C/O Yale UniversityPO Box 208239New HavenCT065208239200763076InvestmentNVYale UniversityExcluded$469,505,845$2,852,624,111Yes (true)$10,931,378false0.998
Wingspan LP
C/O Yale UniversityPO Box 208239New HavenCT065208239981541518InvestmentYale UniversityExcluded$0$1,764,720,873false$0false0.8258CJ
Farallon Capital Institutional Partners II LP
C/O Yale UniversityPO Box 208239New HavenCT065208239943106692InvestmentCAYale UniversityExcluded$141,631,491$1,286,314,093Yes (true)$0false0.9172
Foxway LP
C/O Yale UniversityPO Box 208239New HavenCT065208239463794906InvestmentDEYale UniversityExcluded$89,644,129$1,119,445,376false$0false0.9907
CYR HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260788802InvestmentNVFifth Century LPExcluded$82,217,396$1,106,693,617Yes (true)$162,566false0.996
LONG TERM VALUE FUND LP
C/O Yale UniversityPO Box 208239New HavenCT065208239980623624InvestmentLAUREL 2008 LPExcluded$45,658,862$1,008,702,658Yes (true)$0false0.9552CJ
CRS MASTER FUND LP
C/O Yale UniversityPO Box 208239New HavenCT065208239452658870InvestmentCYR Holdings LPExcluded$13,273,544$977,407,947Yes (true)$158,313false0.7898CJ
YHG INVESTMENT LP
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentHHLR Yali Feeder LtdExcluded$66,762,083$867,555,099Yes (true)$0false0.6045CJ
667 LP
C/O Yale UniversityPO Box 208239New HavenCT065208239061609184InvestmentDEBBF I Holdings LPExcluded$62,459,539$767,947,321false$0false0.7868
YB Institutional LP
C/O Yale UniversityPO Box 208239New HavenCT065208239043431530InvestmentDEYale UniversityExcluded$102,054,706$734,439,936Yes (true)$13,615,329false0.977
LAUREL 2008 LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261649501InvestmentNVFifth Century LPExcluded$127,078,185$667,088,418Yes (true)$8,033,016false0.996
BBF I HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239208497574InvestmentNVFifth Century LPExcluded$62,459,540$597,132,772false$0false0.996
HIGH STREET PARTNERS LTD
C/O Yale UniversityPO Box 208239New HavenCT065208239981332371InvestmentFourth Century LLCExcluded$8,325,351$489,665,108false$0false0.9249CJ
WEN YUAN
C/O Yale UniversityPO Box 208239New HavenCT065208239981498670InvestmentFourth Century LLCExcluded$28,605,486$345,883,393false$0false0.9975CJ
Long Meadow LP
C/O Yale UniversityPO Box 208239New HavenCT065208239821918656InvestmentDEYale UniversityExcluded$50,186,120$341,684,738false$0false0.8928
Panco Strategic Real Estate Fund IV LP
C/O Yale UniversityPO Box 208239New HavenCT065208239831481792InvestmentDEYale UniversityExcluded-$30,896,296$270,147,068Yes (true)$0false0.5898
Bluebart LP
C/O Yale UniversityPO Box 208239New HavenCT065208239383979963InvestmentDEYale UniversityExcluded$24,406,673$178,417,359Yes (true)$0false0.9802
Anaxagoras LP
C/O Yale UniversityPO Box 208239New HavenCT065208239854296496InvestmentDEYale UniversityExcluded$18,110,746$157,463,497false$0false1.00
Strategic Residential Fund II LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239043584406InvestmentDEYale UniversityExcluded-$973,932$152,084,147false$0false0.95
M&H REALTY PARTNERS VI LP
C/O Yale UniversityPO Box 208239New HavenCT065208239571182074InvestmentCAFourth Century LLCExcluded$296,800$136,657,814Yes (true)$0false0.5291
Itiner VI Victrix LP
C/O Yale UniversityPO Box 208239New HavenCT065208239842824716InvestmentDEYale UniversityExcluded$642,382$115,400,274false$0false1
CYR FUND LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260270646InvestmentDECYR Holdings LPExcluded$7,426,735$109,571,828Yes (true)$4,253false0.8406
Yellow Warbler LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260342603InvestmentTXFourth Century LLCExcluded-$100,383,419$88,291,082Yes (true)-$137,573false0.979
JPF V HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239202008388InvestmentNVFifth Century LPExcluded$0$68,256,578false$0false0.996
NIFL HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239208973999InvestmentNVFifth Century LPExcluded$4,725,951$61,243,374false$0false0.996
Panco Strategic Real Estate Fund V-R LP
C/O Yale UniversityPO Box 208239New HavenCT065208239871013228InvestmentDEYale UniversityExcluded$18$60,562,954false$0false0.7843
Bayroot LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239200390410InvestmentDEFourth Century LLCExcluded$6,151,183$57,188,276Yes (true)$0false0.9394
GLOSTER LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239201263980InvestmentDEFourth Century LLCExcluded$259,979$53,530,040false$0false0.7984
RAMSGATE VIII LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239205259910InvestmentDEFourth Century LLCExcluded$4,659,234$44,410,716false$0false0.7984
The Lyme Forest Fund V TE LP
C/O Yale UniversityPO Box 208239New HavenCT065208239832527383InvestmentDEYale UniversityExcluded$3,018,672$41,439,588false$353,170false0.8616
Manaslu Fund III LP
C/O Yale UniversityPO Box 208239New HavenCT065208239981556897InvestmentYale UniversityExcluded-$2,217$38,772,086Yes (true)$0false0.523CJ
PEPF IV HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260290250InvestmentNVFifth Century LPExcluded$97$36,756,748false$0false0.996
CAUTHEN VIII LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239452750613InvestmentDEFourth Century LLCUnrelated-$303,076$34,635,059Yes (true)-$201,178false0.7984
OMAHA LP
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentOM Holdings LPExcluded-$1,172,338$34,131,804false$0false0.986CA
Manaslu Fund II LP
C/O Yale UniversityPO Box 208239New HavenCT065208239981158285InvestmentFourth Century LLCExcluded$17,343,263$32,893,128Yes (true)$0false0.5534CJ
Motus Fund Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239981253737InvestmentYale UniversityExcluded$375,600$30,822,681false$0Yes (true)0.9935CJ
OSCEOLA LP
C/O Yale UniversityPO Box 208239New HavenCT065208239202008431InvestmentNVFifth Century LPExcluded$0$29,769,797false$0false0.7984
TDRC II-A LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205025534InvestmentNVFifth Century LPExcluded$42,908,975$28,100,278false$0false0.996
ECP II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260151337InvestmentNVFifth Century LPExcluded$8,326,693$26,217,075false$0false0.996
HERNDON LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239371659934InvestmentDEFourth Century LLCExcluded$22,003,410$25,100,900false$0false0.7984
HERNDON IV LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239471698457InvestmentDEFourth Century LLCExcluded$1,843,219$24,474,691Yes (true)$134,657false0.7984
EASTON 2007 LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260627974InvestmentNVFifth Century LPExcluded$29,854,969$23,565,303Yes (true)$2,703false0.996
WHITEHAVEN XI LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239371738599InvestmentDEFourth Century LLCExcluded$7$23,434,471false$0false0.7984
Typhoon LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239010685132InvestmentDEFourth Century LLCExcluded$1,008,699$22,924,425false$0false0.7302
RADFORD LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239455470954InvestmentDEFourth Century LLCExcluded$5,314,568$22,807,420false$0false0.7984
GREENFIELD LAND PARALLEL PARTNERS I LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204411467InvestmentDEFourth Century LLCExcluded-$812,238$22,746,572Yes (true)-$1,728false0.988
RAMSGATE XI LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239465209548InvestmentDEFourth Century LLCExcluded$432,464$22,495,051false$0false0.7984
VERNON LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239800904292InvestmentDEFourth Century LLCExcluded$2,744,602$22,226,869false$0false0.7984
Farallon Capital Institutional Partners 25 LP
C/O Yale UniversityPO Box 208239New HavenCT065208239943388317InvestmentDEYale UniversityUnrelated-$2,051,849$20,788,289false-$1,823,564false0.8726
JPS HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239208909921InvestmentNVFifth Century LPExcluded$5,408,730$19,923,581false$0false0.996
VEITCH LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239450999084InvestmentDEFourth Century LLCExcluded$7,267,535$19,879,768Yes (true)$337,521false0.7984
SP 8 HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260558478InvestmentNVFifth Century LPExcluded$10,954$19,597,091false$0false0.996
RIDGEFIELD IX LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239901007364InvestmentDEFourth Century LLCExcluded$16,947,552$19,492,486false$0false0.7984
Sail NH LP
C/O Yale UniversityPO Box 208239New HavenCT065208239844561633InvestmentDEYale UniversityExcluded$0$18,605,875Yes (true)$0false0.8865
Harbor Hills Development LP
C/O Yale UniversityPO Box 208239New HavenCT065208239161453802InvestmentDEHarbor Hills Holdings LPUnrelated$1,755,221$18,455,473false$1,755,221false0.99
NLVF II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261545222InvestmentNVFifth Century LPExcluded$6,184,597$18,298,109false$0false0.996
CAUTHEN LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239202776143InvestmentDEFourth Century LLCExcluded-$3,580$17,047,909Yes (true)$98false0.7984
ODE IV LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239611724296InvestmentDEFourth Century LLCExcluded$0$15,422,953false$0false0.7984
MACOMB XI LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239800958889InvestmentDEFourth Century LLCUnrelated$9,805,817$15,266,765Yes (true)$7,343,026false0.7984
Sail NH II LP
C/O Yale UniversityPO Box 208239New HavenCT065208239871706696InvestmentDEYale UniversityExcluded$0$13,526,786false$0false0.8929
CLEVELAND LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239900743297InvestmentDEFourth Century LLCExcluded$1,264,875$13,522,613false$0false0.7984
BARTON LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239352497887InvestmentDEFourth Century LLCExcluded$13,208,252$12,701,269false$0false0.7984
KENWOOD LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239383863347InvestmentDEFourth Century LLCExcluded$7,453,220$11,898,711false$0false0.7984
CAUTHEN VII LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239263653027InvestmentDEFourth Century LLCExcluded-$209,367$11,398,549Yes (true)-$5,785false0.7984
QUINN LP
C/O Yale UniversityPO Box 208239New HavenCT065208239263879664InvestmentNVFifth Century LPExcluded$5,411,970$10,906,546false$0false0.7984
WHITEHAVEN X LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239275205346InvestmentDEFourth Century LLCExcluded$616,456$10,496,450false$0false0.7984
KENWOOD 2014 LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239465704870InvestmentDEFourth Century LLCExcluded$7,167,271$10,215,325false$0false0.7984
CALVERT VI LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261603346InvestmentNVFifth Century LPUnrelated-$111,481$9,892,480Yes (true)-$271,218false0.7984
SANGAMORE III LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239260753284InvestmentDEFourth Century LLCExcluded-$194,881$9,824,440Yes (true)$6false0.7984
CORBIN VII LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239472456807InvestmentDEFourth Century LLCExcluded$2,233,441$9,745,811false$0false0.7984
HEVP II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261828824InvestmentNVFifth Century LPExcluded$29,204,567$9,669,691false$0false0.996
ABINGDON LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239611707283InvestmentDEFourth Century LLCExcluded$3,364,647$9,448,014Yes (true)-$87,873false0.7984
FILLMORE LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239453783115InvestmentDEFourth Century LLCExcluded$896,093$9,379,059false$0false0.7984
Harbor Hills Holdings LP
C/O Yale UniversityPO Box 208239New HavenCT065208239020729602InvestmentDEYale UniversityUnrelated$1,675,695$9,216,317false$1,675,695false1.00
JBG Investment Fund IV LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239010815265InvestmentDEFourth Century LLCUnrelated-$930,128$8,792,555Yes (true)-$940,816false0.5988
WYNNWOOD VIII LP
C/O Yale UniversityPO Box 208239New HavenCT065208239263294405InvestmentNVFifth Century LPUnrelated-$65,273$8,600,371Yes (true)$737,999false0.7984
RIDGEFIELD VIII LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261603389InvestmentNVFifth Century LPUnrelated$469,971$8,551,499Yes (true)$420,440false0.7984
SP II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260697863InvestmentNVFifth Century LPExcluded$0$8,509,226false$0false0.996
POE LP
C/O Yale UniversityPO Box 208239New HavenCT065208239262765485InvestmentNVFifth Century LPUnrelated$189,978$8,484,982Yes (true)$276,548false0.7984
IRIS 2009 LP
C/O Yale UniversityPO Box 208239New HavenCT065208239264100777InvestmentNVFifth Century LPExcluded$2,125$8,380,974false$0false0.996
BARTON-A LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239611732894InvestmentDEFourth Century LLCExcluded$3,835,094$8,353,408false$0false0.7984
YUMA LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261584783InvestmentNVFifth Century LPExcluded$17$7,867,257false$0false0.7984
ODE LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239371567347InvestmentDEFourth Century LLCExcluded$0$7,382,768false$0false0.7984
KENWOOD 2014-A LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239465722301InvestmentDEFourth Century LLCExcluded$2,305,181$6,540,991Yes (true)-$39,191false0.7984
YADKIN IV LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239461569715InvestmentDEFourth Century LLCExcluded$1,366,224$6,092,919Yes (true)$1,170false0.7984
CAUTHEN IX LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239465376519InvestmentDEFourth Century LLCExcluded$494,409$6,089,321Yes (true)$113,667false0.7984
RAMSGATE X LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239273616177InvestmentDEFourth Century LLCExcluded$0$5,977,274false$0false0.7984
FIF IV (CFA) HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204764198InvestmentNVFifth Century LPExcluded-$1,607,943$5,618,606Yes (true)-$178,195false0.996
HUIDIKOPER LP
C/O Yale UniversityPO Box 208239New HavenCT065208239264196504InvestmentNVFifth Century LPExcluded$1,420$5,598,512false$0false0.7984
KCF HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239208861865InvestmentNVFifth Century LPExcluded$8,241,877$5,470,375false$0false0.996
LORTON LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239454238865InvestmentDEFourth Century LLCExcluded$9,578,818$5,377,696Yes (true)-$2,942false0.7984
AEF 6 US HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239262867531InvestmentNVFifth Century LPExcluded-$22,499,627$5,370,954false$0false0.996
CALVERT LP
C/O Yale UniversityPO Box 208239New HavenCT065208239203960036InvestmentNVFifth Century LPExcluded$303,815$5,091,272Yes (true)$10,172false0.7984
UHLE LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239273981909InvestmentDEFourth Century LLCExcluded$8,406,151$4,992,303Yes (true)-$43,255false0.7984
WYNNWOOD II LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205548320InvestmentNVFifth Century LPUnrelated-$1,846,616$4,923,533Yes (true)$693,292false0.7984
RAMSGATE IX LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239208833887InvestmentDEFourth Century LLCExcluded$0$4,921,882false$0false0.7984
Luxiver LP
C/O Yale UniversityPO Box 208239New HavenCT065208239451504333InvestmentDEYale UniversityExcluded-$70,701$4,788,939false-$73,152false0.7721
ANACONDA LP
C/O Yale UniversityPO Box 208239New HavenCT065208239980596408InvestmentFifth Century LPExcluded-$403,466$4,217,887false$0false0.988CA
ARLINGTON LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239383909979InvestmentDEFourth Century LLCExcluded$647,453$4,085,078false$0false0.7984
Morris Island Partners LP
C/O Yale UniversityPO Box 208239New HavenCT065208239464538290InvestmentDEFourth Century LLCExcluded-$54,239,449$3,837,053false$0false0.9877
CAUTHEN VI LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239208202030InvestmentDEFourth Century LLCExcluded$2,130,549$3,588,740Yes (true)-$370,254false0.7984
YADKIN LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239202707395InvestmentDEFourth Century LLCExcluded$25,806$3,555,237Yes (true)$3,598false0.7984
GLOSTER III LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239208833953InvestmentDEFourth Century LLCExcluded$0$3,476,939false$0false0.7984
FRC II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261670120InvestmentNVFifth Century LPExcluded$2,926,951$3,442,650false$0false0.996
JBG Investment Fund III LP
C/O Yale UniversityPO Box 208239New HavenCT065208239522384738InvestmentDEFourth Century LLCExcluded-$91,972$3,293,066false$0false0.5703
RCP II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260444200InvestmentNVFifth Century LPExcluded$10,969,589$3,135,999false$0false0.996
BOF HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205923569InvestmentNVFifth Century LPExcluded$433,353$3,040,103false$0false0.996
TILDEN II LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239274210952InvestmentDEFourth Century LLCExcluded$275$2,937,273false$0false0.7984
WOODWAY LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261206761InvestmentNVFifth Century LPExcluded$350,309$2,891,658false$0false0.7984
WESTPATH LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239202297672InvestmentDEFourth Century LLCExcluded-$2,130,276$2,872,876false$0false0.7984
ALDERBROOK LP
C/O Yale UniversityPO Box 208239New HavenCT065208239202939768InvestmentNVFifth Century LPExcluded$1,205,268$2,842,297Yes (true)$33,859false0.7984
BE III HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205495967InvestmentNVFifth Century LPExcluded-$174,618$2,766,596false$0false0.996
SEDGWICK LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260483594InvestmentNVFifth Century LPExcluded$8,938,663$2,659,235false$0false0.7984
DENT VI LP
C/O Yale UniversityPO Box 208239New HavenCT065208239262867610InvestmentNVFifth Century LPExcluded-$6,749,353$2,652,448false$0false0.7984
BCVF 2007 HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205965183InvestmentNVFifth Century LPExcluded$14,578,607$2,474,214false$0false0.996
WHITEHAVEN LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239263915778InvestmentDEFourth Century LLCExcluded$13,911,123$2,354,068false$0false0.7984
MACOMB VIII LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205681131InvestmentNVFifth Century LPExcluded$16,357$2,282,014false$0false0.7984
TILDEN III LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239462024260InvestmentDEFourth Century LLCExcluded$1,709,769$2,233,638false$0false0.7984
HEVP HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204982016InvestmentNVFifth Century LPExcluded$33,521,530$2,184,288false$0false0.996
WILSON LP
C/O Yale UniversityPO Box 208239New HavenCT065208239202232279InvestmentNVFifth Century LPExcluded$65$2,171,909false$0false0.7984
WINDOM LP
C/O Yale UniversityPO Box 208239New HavenCT065208239261768804InvestmentNVFifth Century LPExcluded$7,784,760$2,086,736Yes (true)$1,188,112false0.7984
MEP IX LP
C/O Yale UniversityPO Box 208239New HavenCT065208239752537935InvestmentDEFourth Century LLCExcluded$1,156,485$2,063,133Yes (true)$0false0.998
RCP HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239202008465InvestmentNVFifth Century LPExcluded$20,992$2,024,671false$0false0.996
RAMSGATE IX A LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239261797786InvestmentDEFourth Century LLCExcluded$0$1,789,776false$0false0.7984
LORTON-A LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239454239136InvestmentDEFourth Century LLCExcluded$2,150,321$1,704,742false$0false0.7984
MEP IV HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239260646713InvestmentNVFifth Century LPExcluded$11,810,706$1,360,128false$0false0.996
SCOTT LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239273616316InvestmentDEFourth Century LLCExcluded$1,087,627$1,133,507false$0false0.7984
College Street Innovation Fund LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239364773553InvestmentCTYale UniversityExcluded-$27,729$1,006,363Yes (true)$0false0.5067
Kilimanjaro Fund LP
C/O Yale UniversityPO Box 208239New HavenCT065208239981288980InvestmentYale UniversityExcluded-$1,932$986,278Yes (true)$0false0.798CJ
ALAMANCE VII LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239452046522InvestmentDEFourth Century LLCExcluded$0$985,000false$0false0.7984
Merriweather LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239043664410InvestmentDEFourth Century LLCExcluded$25,549,724$975,988Yes (true)$0false0.988
Freshet Wind Energy LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239331200160InvestmentDEFWEB LLCExcluded$14,816,326$956,243false$0false0.7984
CHANDLER LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239320438514InvestmentDEFourth Century LLCExcluded$385,027$936,736Yes (true)-$33,800false0.7984
EDMUNDS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204257832InvestmentNVFifth Century LPExcluded$1,011,149$845,100false$0false0.7984
NEWINGTON LP
C/O Yale UniversityPO Box 208239New HavenCT065208239200763113InvestmentNVFifth Century LPExcluded$0$824,246false$0false0.7984
IVA II HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239202652041InvestmentNVFifth Century LPExcluded$205,851$727,016false$0false0.996
CORBIN LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239201263962InvestmentDEFourth Century LLCExcluded-$2,732,503$434,721false$0false0.7984
VOLTA IV LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239270914710InvestmentDEFourth Century LLCUnrelated-$666$344,679Yes (true)-$666false0.7984
4620 Associates LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239134036667InvestmentDEYale UniversityExcluded$125,625$293,423false$0false0.8399
GOLDSBORO LP
C/O Yale UniversityPO Box 208239New HavenCT065208239201996058InvestmentNVFifth Century LPExcluded-$3,534,946$119,344false$0false0.7984
AVON LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204056103InvestmentNVFifth Century LPExcluded-$41,845$93,665Yes (true)-$16,320false0.7984
ORDWAY LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205189347InvestmentNVFifth Century LPExcluded$367,991$90,173false$0false0.7984
TILDEN LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239208558781InvestmentDEFourth Century LLCExcluded$0$36,788false$0false0.7984
NORTHWOOD REAL ESTATE PARTNERS TE (PALACE AIV) FEEDER LP
C/O Yale UniversityPO Box 208239New HavenCT065208239452582798InvestmentDEFourth Century LLCExcluded$3$36,127Yes (true)$0false0.998
WYNNWOOD LP
C/O Yale UniversityPO Box 208239New HavenCT065208239201363230InvestmentNVFifth Century LPUnrelated-$202,094$25,085Yes (true)-$239,706false0.7984
YADKIN III LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239262477930InvestmentDEFourth Century LLCExcluded-$58,787$8,211false$0false0.7984
ALAMANCE VI LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239208558864InvestmentDEFourth Century LLCExcluded-$930,034$1false$0false0.7984
FESSENDEN LP
C/O Yale UniversityPO Box 208239New HavenCT065208239262270383InvestmentNVFifth Century LPExcluded$5,598,653$0false$0false0.7984
GARFIELD LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204592367InvestmentNVFifth Century LPExcluded$665,850$0false$0false0.7984
HAWTHORNE III LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239260854590InvestmentDEFourth Century LLCExcluded$0$0false$0false0.7984
IVP VI HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239208699381InvestmentNVFifth Century LPExcluded-$12,306,572$0false$0false0.996
KENHOWE LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239881786442InvestmentDEFourth Century LLCExcluded$0$0false$0false0.8733
KLINGLE LP
C/O Yale UniversityPO Box 208239New HavenCT065208239204592461InvestmentNVFifth Century LPExcluded$268,322$0false$0false0.7984
Luxiver Nawab LP
C/O Yale UniversityPO Box 208239New HavenCT065208239453117734InvestmentDEYale UniversityExcluded-$335,659$0false$0false1.00
MAYHEW LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239881815816InvestmentDEFourth Century LLCExcluded$0$0false$0false0.8733
OGDEN LP
C/O Yale UniversityPO Box 208239New HavenCT065208239201212114InvestmentNVFifth Century LPExcluded-$76,511$0false$0false0.7984
RAMSGATE LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239200419757InvestmentDEFourth Century LLCExcluded-$12,690,657$0false$0false0.7984
RANNOCH LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239881780056InvestmentDEFourth Century LLCExcluded$0$0false$0false0.8733
Starfar I Partners LP
C/O Yale UniversityPO Box 208239New HavenCT065208239943205101InvestmentDEYale UniversityUnrelated-$7,079$0Yes (true)-$7,079false0.6083
WELBORN LP
C/O Yale UniversityPO Box 208239New HavenCT065208239201212127InvestmentNVFifth Century LPExcluded-$3,914$0false$0false0.7984
Y2K PARTNERS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239711007459InvestmentDEFourth Century LLCExcluded-$81,620,442$0false$0false0.9974
OM HOLDINGS LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205073267InvestmentNVFifth Century LPExcluded-$152,153-$3,667,981false$0false0.996
Harbor Hills Country Club LP
C/O Yale UniversityPO Box 208239New HavenCT065208239161453797InvestmentDEHarbor Hills Holdings LPUnrelated-$79,526-$9,239,157false-$79,526false0.99
KHP Fund II LP
C/O Yale UniversityPO Box 208239New HavenCT065208239205882068InvestmentCAFourth Century LLCExcluded-$11,591,440Yes (true)-$1,402,023false0.6063

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEINLegal Domicile StateLegalDomicileStateCd
New FYI Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentCJWingspan LPC Corporation$70,657,011$1,391,796,8480.8257Yes (true)
HHLR Yali Feeder Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentCJFourth Century LLCC Corporation$61,232,803$837,085,9450.998Yes (true)
The Caeruleus Fund
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentCJFourth Century LLCC Corporation-$28,319,460$425,477,3860.998Yes (true)
CRS Fund Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentCJCYR Holdings LPC Corporation-$8,251,311$320,479,6110.996Yes (true)900314487
EMK Capital Partners Feeder LP
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentUKYale UniversityC Corporation-$2,126,873$200,878,0690.8899Yes (true)981585317
Fourth Century Trust
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentYale UniversityTrust$1,652,380$172,659,5221.00Yes (true)206699631CT
PWEB LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentFourth Century LLCC Corporation$11,848,411$85,738,9620.998Yes (true)273304430DE
LTR Focus Fund
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentMPYale UniversityC Corporation-$216,135$78,418,5051.00Yes (true)
YB Cayman Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentCJYB Institutional LPC Corporation$3,095,803$40,866,6840.977Yes (true)
NW UK REGIONAL II (NO 1) LP
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentUKFourth Century LLCC Corporation$6,592,936$20,264,8140.998Yes (true)981208249
3313148 Nova Scotia Limited
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentCAOM Holdings LPC Corporation$1,195,389$4,584,2810.986Yes (true)
Connecticut Boola Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentYale UniversityC Corporation$0$745,4421.00Yes (true)060798544CT
FWEB LLC
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentFourth Century LLCC Corporation$14,816,326$738,2150.998Yes (true)273304506DE
Harbor Hills Country Club Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentHarbor Hills Holdings LPC Corporation$0$30,2001.00Yes (true)161452585DE
Harbor Hills Sales Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentHarbor Hills Holdings LPC Corporation$0$1,0001.00Yes (true)593343340FL
Yale University Hong Kong Trust
C/O Yale UniversityPO Box 208239New HavenCT065208239Accepts charitable contributionsHKYale UniversityTrust$21,274,977$2501.00Yes (true)
Drama Productions Inc
C/O Yale UniversityPO Box 208239New HavenCT065208239Performing ArtsYale UniversityC Corporation$0$01.00Yes (true)060851103CT
LP Value Ltd
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentVQYale UniversityC Corporation$0$00.9517Yes (true)
Charitable Pooled Income Funds (3)
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentVariousTrustfalseCT
Charitable Remainder Trusts (38)
C/O Yale UniversityPO Box 208239New HavenCT065208239InvestmentYale UniversityTrustfalseCT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgYes (true)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (49 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxtBusiness Name Line2OtherOrganizationName/BusinessNameLine2Txt
3C Corporation
B$2,258,801CASH VALUE
3C Corporation
S$7,145,857CASH VALUE
4620 Associates
S$101,274CASH VALUE
5C Corporation
B$97,823CASH VALUE
5C Corporation
S$2,754,015CASH VALUE
Bluebart LP
S$172,891,827CASH VALUE
College Street Innovation Fund LLC (fka YEI Innovation Fund LLC)
S$475,529CASH VALUE
Connecticut Boola Inc
S$112,626CASH VALUE
EMK Capital Partners Feeder LP
B$15,375,851CASH VALUE
Farallon Capital Institutional Partners 25 LP
B$63,191CASH VALUE
Farallon Capital Institutional Partners II LP
S$818,476CASH VALUE
Farallon Capital Institutional Partners II LP
B$104,644,481CASH VALUE
Fifth Century LP
B$25,284,258CASH VALUE
Fifth Century LP
S$707,472,689CASH VALUE
Fourth Century LLC
B$1,127,141,662CASH VALUE
Fourth Century LLC
S$2,692,891,421CASH VALUE
Fourth Century Trust
S$57,598,556CASH VALUE
Foxway LP
B$100,000,000CASH VALUE
Harbor Hills Holdings LP
S$1,250,000CASH VALUE
Itiner VI Victrix LP
B$31,168,600CASH VALUE
Kilimanjaro Fund LP
B$196,912CASH VALUE
Long Meadow LP
S$25,000,000CASH VALUE
Luxiver LP
S$2,899,985CASH VALUE
Manaslu Fund III LP
B$7,064,758CASH VALUE
Motus Fund Ltd
S$3,550,000CASH VALUE
Panco Strategic Real Estate Fund IV LP
B$6,944,444CASH VALUE
Panco Strategic Real Estate Fund IV LP
S$24,769,506CASH VALUE
Panco Strategic Real Estate Fund V-R LP
S$729,579CASH VALUE
Panco Strategic Real Estate Fund V-R LP
B$90,860,282CASH VALUE
Paul Mellon Centre for Studies in British Art
B$7,538,334CASH VALUE
Sail NH II LP
B$13,526,786CASH VALUE
Sail NH LP
B$4,682,624CASH VALUE
Strategic Residential Fund II LLC
S$2,398,750CASH VALUE
The Board of Trustees of The Sheffield Scientific School
S$21,292,623CASH VALUE
The Chief Executive Leadership Institute of the Yale School of Management I
S$551,248CASH VALUEnc
The Lyme Forest Fund V TE LP
S$1,893,125CASH VALUE
Wingspan LP
B$50,000,000CASH VALUE
Yale University Elizabethan Club Corp
R$728,806CASH VALUE
Yale University Hong Kong Trust
C$21,274,977CASH VALUE
Yale University Press London
B$55,000CASH VALUE
Yale University Press London
Q$87,360CASH VALUE
Yale University Press London
L$249,801CASH VALUE
Yale University Press London
H$1,150,999CASH VALUE
Yale University Press London
G$1,477,859CASH VALUE
Yale University Press London
R$2,738,262CASH VALUE
Yale University Press London
S$3,732,456CASH VALUE
Yale University Retiree Health Benefits Coverage Trust
Q$32,964,247CASH VALUE
Yale University Retiree Health Benefits Coverage Trust
B$75,310,000CASH VALUE
YB Institutional Limited Partnership
S$125,000,000CASH VALUE

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PARTS I-V:NAME, ADDRESS AND EIN: THE FORM 990, SCHEDULE R, LISTS THE NAME OF EACH ENTITY AS OF THE DATE OF THE FORM 990 FILING.
Schedule R, Part III, Column (h)DISPROPORTIONATE ALLOCATIONS INDICATED IN COLUMN (H) OF PART III GENERALLY RELATE TO I.) A GENERAL PARTNER'S TYPICAL CARRIED INTEREST WITH RESPECT TO PRIVATE FUND INVESTMENTS OR II.) ALLOCATIONS AMONG 501(C)(3) ORGANIZATIONS THAT ARE PARTNERS OR MEMBERS IN AN INVESTMENT ENTITY.
Schedule R, Part IV CHARITABLE REMAINDER TRUSTSAS OF JUNE 30, 2022, YALE UNIVERSITY HELD A GREATER THAN 50% BENEFICIAL INTEREST IN 38 CHARITABLE REMAINDER TRUSTS (CRTS). THE UNIVERSITY WAS THE TRUSTEE OF 32 OF THESE CRTS, OF WHICH 31 WERE DOMICILED IN CONNECTICUT, ONE IN MASSACHUSETTS.
Schedule R, Part V, Line 2 TRANSFERSTHIS SCHEDULE REFLECTS ALL TRANSFERS BY YALE UNIVERSITY TO CORPORATIONS, PARTNERSHIPS, OR OTHER ENTITIES CONTROLLED BY YALE AS DEFINED IN IRC SECTION 512(B)(13) AND RELATED TAX-EXEMPT ORGANIZATIONS NOT DESCRIBED IN IRC SECTION 501(C)(3). IN SOME INSTANCES, THESE ENTITIES MADE FURTHER TRANSFERS TO OTHER ENTITIES CONTROLLED BY THEM OR YALE UNIVERSITY. IN ADDITION, THIS SCHEDULE REFLECTS ALL TRANSFERS TO YALE UNIVERSITY BY CORPORATIONS, PARTNERSHIPS, OR OTHER ENTITIES CONTROLLED BY YALE AS DEFINED IN IRC SECTION 512(B)(13) AND RELATED TAX-EXEMPT ORGANIZATIONS NOT DESCRIBED IN IRC SECTION 501(C)(3). IN SOME INSTANCES, THESE ENTITIES RECEIVED TRANSFERS FROM OTHER ENTITIES CONTROLLED BY THEM OR YALE UNIVERSITY.
Schedule R, Part III, Column (g) End-of-Year-AssetsBeginning with the FYE 6/30/21, the IRS requires partnerships to report partner capital accounts on a tax basis using the tax basis method.

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmtBusiness Name Line2BusinessName/BusinessNameLine2Txt
Yale University
PO Box 208239New HavenCT065208239060646973Yes (X)$6,973$538,061$545,034$4,841,440,123$4,841,985,157$1,000,000$250,000$0$0$0
3C CORPORATION
PO BOX 208239NEW HAVENCT06520412046529$0$0$0$0$0$0$0$0$0$0
5C CORPORATION
PO BOX 208239NEW HAVENCT06520200763050$0$0$0$0$0$0$0$0$0$0
ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY
157 CHURCH STREETNEW HAVENCT06510066078326$0$0$0$0$0$0$0$0$0$0
THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL
PO BOX 208239NEW HAVENCT06520066032565$0$0$0$22,860,334$22,860,334$1,000,000$250,000$0$0$0
THE CHIEF EXECUTIVE LEADERSHIP INSTITUTE OF THE YALE SCHOOL OF MANAGEMENT I
101 CONSTITUTION AVENUE SUITE 825WASHINGTONDC20001582617787$0$0$0$1,634,687$1,634,687$231,734$57,934$0$0$0NC
THE NEW CLINICAL PROGRAM DEVELOPMENT CORPORATION
789 HOWARD AVENUENEW HAVENCT06519061565494$0$0$0$40,000,000$40,000,000$1,000,000$250,000$0$0$0
YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST
PO BOX 208239NEW HAVENCT06520066414276$0$0$0$33,995,699$33,995,699$1,000,000$250,000$0$0$0
YALE NEW HAVEN MEDICAL CENTER INC
20 YORK STREETNEW HAVENCT06510237440891$0$0$0$1,872,351$1,872,351$243,618$60,904$0$0$0
THE GRUBER FOUNDATION
PO BOX 208239NEW HAVENCT06520451540594$0$0$0$5,990,716$5,990,716$449,536$112,384$0$0$0
Yale Medical Foundation Inc
2 Whitney Ave 6th FloorNew HavenCT06510352672947$0$0$0$0$0$0$0$0$0$0