YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR (EIN 06-6414276)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201801349349307620
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:00:03-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066414276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY RETIREE HEALTH BENEFITS | BusinessNameLine1Txt |
| Business Name Line2 | COVERAGE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YALE | BusinessNameControlTxt |
| Phone | 2034325530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O YALE UNIVERSITY PO BOX 208239 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065208239 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCY LUCKER | PersonNm |
| Person Title | BY UNIV. CONTROLLER | PersonTitleTxt |
| Phone | 2034325530 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | YALE UNIVERSITY TRUSTEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O YALE UNIVERSITY PO BOX 208239 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065208239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $394,489,289 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE AND SUPPORT THE OBJECTIVES, PHILOSOPHIES AND BEST INTERESTS OF YALE UNIVERSITY. YALE UNIVERSITY IS A TAX EXEMPT ENTITY UNDER IRC SECTION 501(C)(3). | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $635,393 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$26,396 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,962,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,824,867 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,809,251 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,824,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,231,501 | PYOtherRevenueAmt |
| CY Other Revenue | $4,524,482 | CYOtherRevenueAmt |
| PY Total Revenue | $19,002,818 | PYTotalRevenueAmt |
| CY Total Revenue | $54,173,923 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,825,329 | PYOtherExpensesAmt |
| CY Other Expenses | $37,218,424 | CYOtherExpensesAmt |
| PY Total Expenses | $31,825,329 | PYTotalExpensesAmt |
| CY Total Expenses | $37,218,424 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,822,511 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,955,499 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $435,959,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $473,299,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $435,959,070 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $473,299,600 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,846,596 | ExpenseAmt |
| Revenue | $6,744,261 | RevenueAmt |
| Desc | THE EXPENSES REPRESENT THE HEALTH BENEFITS (HOSPITALIZATION, PHYSICIAN SERVICES, PRESCRIPTION COVERAGE, AND MAJOR MEDICAL IN EXCESS OF MEDICARE COVERAGE, AND/OR ALL OR A PORTION OF MEDICARE PART B PREMIUMS) PROVIDED TO RETIRED EMPLOYEES.THE MAJORITY OF REVENUE REPRESENTS THE CONTRIBUTIONS FROM RETIRED FACULTY AND RETIRED STAFF EMPLOYEES WHO CONTRIBUTE TOWARDS THEIR BENEFITS BASED UPON SPECIFIC FORMULAS AS DESCRIBED IN THE PLAN DOCUMENT. THE NUMBER OF ACTIVE, RETIRED OR SEPARATED PARTICIPANTS RECEIVING BENEFITS OR ENTITLED TO FUTURE BENEFITS AS OF 6/30/17 IS 18,391. | Desc |
| Total Program Service Expenses | $30,846,596 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCY LUCKER YALE UNIVERSITY | PersonNm |
| Phone | 2034325530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SCIENCE PARK 150 MUNSON STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hours Per Week | 5.00 | AverageHoursPerWeekRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $0 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEWITT ASSOCIATES LLC | |||||
| 100 HALF DAY ROAD | LINCOLNSHIRE | IL | 60069 | ACTUARIAL AND ADMINISTRATIVE SERVICES | $244,458 |
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET B-8 | CHICAGO | IL | 60603 | CUSTODY SERVICE | $136,554 |
| TRIGRAN INVESTMENTS INC | |||||
| 630 DUNDEE ROAD SUITE 230 | NORTHBROOK | IL | 60062 | INVESTMENT MANAGEMENT | $103,051 |
| AETNA INC | |||||
| PO BOX 70944 | CHICAGO | IL | 606730944 | ADMINISTRATIVE SERVICES | $102,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTICIPANT CONTRIBUT. | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $5,824,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,824,867 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,824,867 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,570 | TotalRevenueColumnAmt |
| Exclusion | $6,570 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $384,133,370 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $340,315,366 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,818,004 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,818,004 | TotalRevenueColumnAmt |
| Exclusion | $43,818,004 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| OTHER INVESTMENTS | 525990 | $3,605,088 | $635,393 | $2,969,695 | |
| OTHER INCOME | 900099 | $919,394 | $919,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,524,482 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,173,923 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,744,261 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $635,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,794,269 | ExclusionAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,763 | TotalAmt |
| Management And General | $128,763 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,315,786 | TotalAmt |
| Management And General | $5,315,786 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,740 | TotalAmt |
| Management And General | $147,740 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| POST-RETIREMENT HEALTH | $30,846,596 | $30,846,596 | |
| OTHER ADMIN. EXPENSE | $741,664 | $741,664 | |
| TAXES ON UBTI | $37,875 | $37,875 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,218,424 | TotalAmt |
| Program Services | $30,846,596 | ProgramServicesAmt |
| Management And General | $6,371,828 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,499,040 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,908,849 | BOYAmt |
| EOY | $64,423,998 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,050,221 | BOYAmt |
| EOY | $400,376,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,959,070 | BOYAmt |
| EOY | $473,299,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,959,070 | BOYAmt |
| EOY | $473,299,600 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,959,070 | BOYAmt |
| EOY | $473,299,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,959,070 | BOYAmt |
| EOY | $473,299,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $16,955,499 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,385,031 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646973 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $37,218,424 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $37,218,424 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I, LINE 12G | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST (YURHBCT) IS TO PROMOTE AND SUPPORT THE OBJECTIVES, PHILOSOPHIES AND BEST INTERESTS OF YALE UNIVERSITY, WHICH IS THE DONOR OF ASSETS HELD, MANAGED AND INVESTED BY THE 501(A) TRUST AND WHICH IS A TAX- EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3). CONTRIBUTIONS RECEIVED FROM PARTICIPANTS ARE PAID TO FUND POST-RETIREMENT HEALTHCARE BENEFITS. TOTAL EXPENSES OF THE TRUST REPORTED ON PART IX, LINE 25(A) ARE REPORTED ON SCHEDULE A, PART I, LINE 12G(V), AMOUNT OF SUPPORT, AND REPRESENT EXPENSES PAID FOR THE BENEFIT OF YALE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON COLLECTIVE TRUSTS | $14,397,687 | F |
| LIMITED PARTNERSHIP INTERESTS | $385,978,875 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $400,376,562 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $134,095,511 |
| EUROPE | 0 | 0 | INVESTMENTS | $585,488 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $494,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $135,175,997 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $135,175,997 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE PURPOSE OF THE YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST (YURHBCT) IS TO PROMOTE AND SUPPORT THE OBJECTIVES, PHILOSOPHIES AND BEST INTERESTS OF YALE UNIVERSITY, WHICH IS THE DONOR OF ASSETS HELD, MANAGED AND INVESTED BY THE 501(A) TRUST AND WHICH IS A TAX-EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3). THE TRUST WILL HOLD, MANAGE AND INVEST CERTAIN ASSETS CONTRIBUTED BY YALE, AND WILL APPLY THE NET INCOME AND PRINCIPAL OF SUCH PROPERTY FOR THE SUPPORT AND BENEFIT OF YALE BY PAYING INSURANCE PREMIUMS, ADMINISTRATIVE EXPENSES, OR DIRECT REIMBURSEMENT OF MEDICAL CLAIMS FOR RETIRED FORMER EMPLOYEES AS PROVIDED UNDER YALE UNIVERSITY RETIREE MEDICAL REIMBURSEMENT PLANS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE YALE UNIVERSITY FINANCE OFFICE PREPARED AND REVIEWED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION A, LINE 1: YALE UNIVERSITY, AS TRUSTEE OF THE YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST, IS THE ONLY MEMBER OF THE ORGANIZATION. YALE UNIVERSITY IS ALSO DONOR OF THE ASSETS HELD, MANAGED AND INVESTED BY THE TRUST. |
| FORM 990, PART VI, SECTION B, LINE 12C | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST (YURHBCT) DOES NOT HAVE ANY EMPLOYEES, VOLUNTEERS, OFFICERS OR DIRECTORS. YALE UNIVERSITY, THE TRUSTEE OF YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST (YURHBCT), HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE YALE CONFLICT OF INTEREST POLICY OBLIGATES EACH OFFICER, TRUSTEE, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS 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, SECTION B, LINE 13: YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST (YURHBCT) DOES NOT HAVE ANY EMPLOYEES, VOLUNTEERS, OFFICERS OR DIRECTORS. YALE UNIVERSITY, TRUSTEE OF YURHBCT, HAS A WRITTEN WHISTLEBLOWER POLICY. ANY EMPLOYEES OF YALE UNIVERSITY WHO DEAL WITH YURHBCT ARE SUBJECT TO YALE UNIVERSITY'S WRITTEN POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, INCLUDING ANY AMENDMENTS, AND FINANCIAL STATEMENTS, TO THE EXTENT PROVIDED AS A PART OF ITS EXEMPTION APPLICATION OR ANNUAL FORM 990, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE YALE UNIVERSITY STANDARDS OF BUSINESS CONDUCT IS AVAILABLE ON THE UNIVERSITY'S WEBSITE OR UPON REQUEST. FORM 990, PART VIII, LINE 7: GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY (I) SECURITIES: THE CAPITAL GAINS AND LOSSES RESULT PRIMARILY FROM THE SALES OF PUBLICLY TRADED SECURITIES INCLUDING COMMON STOCKS AND REGISTERED INVESTMENT COMPANIES' SHARES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| YRHT LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 471007493 | INVESTMENT | DE | -$59,802 | $18,629,480 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
| YRHT V LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 465272396 | INVESTMENT | DE | $0 | $13,376,025 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
| YRHT VII LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 475666856 | INVESTMENT | DE | $0 | $12,267,828 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
| YRHT II LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 472499001 | INVESTMENT | DE | $0 | $11,051,288 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
| YRHT VI LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 475649338 | INVESTMENT | DE | $0 | $5,806,834 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
| YRHT III LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 472505376 | INVESTMENT | DE | $160,785 | $3,555,519 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
| YRHT IV LLC | |||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 472517771 | INVESTMENT | DE | $103,219 | $3,212,034 | YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1970 (DEC02) YALE WILLIAM S BEINEKE LIFE-PINGRY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 136331695 | SUPPORTS HIGHER EDUCATION | IL | 501(C)(3) | PF | YALE UNIVERSITY | 0 | ||
| 3C CORPORATION | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 412046529 | INVESTMENT | DC | 501(C)(3) | 12, TYPE I | YALE UNIVERSITY | 0 | ||
| 5C CORPORATION | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200763050 | INVESTMENT | DC | 501(C)(3) | 12, TYPE I | YALE UNIVERSITY | 0 | ||
| ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066078326 | ENCOURAGES AND SOLICITS CONTRIBUTIONS TO OR FOR YALE UNIVERSITY | CT | 501(C)(3) | 12, TYPE I | YALE UNIVERSITY | 0 | ||
| CHAPEL COMPANY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061532073 | INACTIVE | CT | 501(C)(2) | N/A | YALE UNIVERSITY | 0 | ||
| CHARLES A COFFIN MEMORIAL FUND | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066034841 | SUPPORTS HIGHER EDUCATION | CT | 501(C)(3) | 12, TYPE III - O | YALE UNIVERSITY | 0 | ||
| EDITH B JACKSON TRUST #3 | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 846150096 | SUPPORTS HIGHER EDUCATION | NC | 501(C)(3) | PF | YALE UNIVERSITY | 0 | ||
| FORD ADELAIDE D TEN T U W | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 946216169 | SUPPORTS HIGHER EDUCATION | NC | 501(C)(3) | PF | YALE UNIVERSITY | 0 | ||
| GRUBER FOUNDATION THE | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 451540594 | SUPPORTS HIGHER EDUCATION | DE | 501(C)(3) | 12, TYPE I | YALE UNIVERSITY | 0 | ||
| HEALTH BENEFITS HOLDINGS INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061559155 | INVESTMENT | CT | 501(C)(2) | N/A | YALE UNIVERSITY | 0 | ||
| HR PROPERTIES INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061341463 | INVESTMENT | CT | 501(C)(2) | N/A | YALE UNIVERSITY | 0 | ||
| JONATHAN EDWARDS TRUST | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066084676 | SUPPORTS HIGHER EDUCATION | CT | 501(C)(3) | 12, TYPE III - FI | YALE UNIVERSITY | 0 | ||
| PAUL MELLON CENTRE FOR STUDIES IN BRITISH ART | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 223783661 | PROMOTES AND SUPPORTS STUDY OF BRITISH ART AND ARCHITECTURE | 501(C)(3) | N/A | YALE UNIVERSITY | 0 | UK | ||
| PRESTON J DUNN TR UW FBO YALE UNIVERSITY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066366026 | SUPPORTS HIGHER EDUCATION | CT | 501(C)(3) | PF | YALE UNIVERSITY | 0 | ||
| PRESTON J DUNN TR UW FBO YALE UNIVERSITY 1928 ALUMNI FUND | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066366024 | SUPPORTS HIGHER EDUCATION | CT | 501(C)(3) | PF | YALE UNIVERSITY | 0 | ||
| PROSPECT STREET HOLDINGS INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061424260 | TITLE HOLDING COMPANY | CT | 501(C)(2) | N/A | YALE UNIVERSITY | 0 | ||
| STAFF RETIREMENT HOLDINGS INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061559156 | INVESTMENT | CT | 501(C)(2) | N/A | YALE UNIVERSITY | 0 | ||
| STOECKEL E B RESIDUE TRUST | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060653108 | SUPPORTS ARTISTIC PROGRAMS | CT | 501(C)(3) | 12, TYPE III - FI | YALE UNIVERSITY | 0 | ||
| THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066032565 | PROMOTES THE STUDY OF THE PHYSICAL, NATURAL AND MATHEMATICAL SCIENCES | CT | 501(C)(3) | 12, TYPE II | YALE UNIVERSITY | 0 | ||
| THE CHIEF EXEC LEADERSHIP INST OF THE YALE SCHOOL OF MGMT INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 582617787 | PROVIDES RESEARCH AND PEER-DRIVEN EDU. PROGRAMS TO BUSINESSES | DE | 501(C)(3) | 12, TYPE I | YALE UNIVERSITY | 0 | ||
| YALE SCHOLARSHIP FUND OF PITTSBURGH | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 237046816 | FUNDS SCHOLARSHIPS | PA | 501(C)(3) | 12, TYPE III - FI | YALE UNIVERSITY | 0 | ||
| YALE SCHOLARSHIP TRUST OF BOSTON | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 046113108 | FUNDS SCHOLARSHIPS | MA | 501(C)(3) | 12, TYPE III - FI | YALE UNIVERSITY | 0 | ||
| YALE SOUTHERN OBSERVATORY INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066068906 | RESEARCH AND EDUCATION | CT | 501(C)(3) | 7 | YALE UNIVERSITY | 0 | ||
| YALE UNIVERSITY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060646973 | EDUCATION, RESEARCH, COMMUNITY SERVICE | CT | 501(C)(3) | 2 | 0 | N/A | ||
| YALE UNIVERSITY ELIZABETHAN CLUB CORP | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060332975 | PROMOTES APPRECIATION OF LITERATURE AMONG MEMBERSHIP AND COMMUNITY | CT | 501(C)(3) | 12, TYPE III - FI | YALE UNIVERSITY | 0 | ||
| YALE UNIVERSITY PRESS LONDON | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | PUBLISHES SERIOUS WORKS | 501(C)(3) | N/A | YALE UNIVERSITY | 0 | UK | |||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | CT | LegalDomicileStateCd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | CT | LegalDomicileStateCd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART I-V | FormAndLineReferenceDesc |
| Explanation | 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-IV AS IDENTIFIED IN PART II, YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST (YURHBCT) IS RELATED TO YALE UNIVERSITY (EIN: 06-0646973) WHICH HAS NUMEROUS RELATED ORGANIZATIONS. SEE SCHEDULE R, PARTS III AND IV, OF YALE UNIVERSITY'S FORM 990 FOR A LIST OF THE ORGANIZATIONS, WHICH BY VIRTUE OF YALE'S CONTROL OF YURHBCT ARE RELATED ORGANIZATIONS OF YURHBCT. ANY RELATED ORGANIZATION WITH WHICH YURHBCT HAS ENTERED INTO A TRANSACTION REPORTABLE ON SCHEDULE R, PART V IS REPORTED ON YURHBCT'S FORM 990, SCHEDULE R. | ExplanationTxt |