YALE UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- YALE UNIVERSITY (EIN 06-0646973)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349303454
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T10:18:29-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE UNIVERSITY | BusinessNameLine1Txt |
| 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 | 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 | STEPHEN C MURPHY | PersonNm |
| Person Title | VP FOR FINANCE AND CFO | PersonTitleTxt |
| Phone | 2034321096 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER SALOVEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 208229 | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 065208229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,643,695,507 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YALE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1701 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE WORLD THROUGH RESEARCH, SCHOLARSHIP, EDUCATION, PRESERVATION, AND PRACTICE | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 28739 | TotalEmployeeCnt |
| Total Volunteers | 8300 | TotalVolunteersCnt |
| Total Gross UBI | -$50,314,296 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$33,135,839 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $910,761,374 | PYContributionsGrantsAmt |
| CY Contributions Grants | $963,188,552 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,614,941,369 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,713,524,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,862,573,168 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,066,923,157 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,396,614 | PYOtherRevenueAmt |
| CY Other Revenue | $64,361,062 | CYOtherRevenueAmt |
| PY Total Revenue | $5,461,672,525 | PYTotalRevenueAmt |
| CY Total Revenue | $4,807,997,730 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $414,401,358 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $436,769,273 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,043,522,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,150,120,155 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,359,174 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,055,874,554 | PYOtherExpensesAmt |
| CY Other Expenses | $1,094,719,066 | CYOtherExpensesAmt |
| PY Total Expenses | $3,513,798,862 | PYTotalExpensesAmt |
| CY Total Expenses | $3,681,608,494 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,947,873,663 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,126,389,236 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,133,509,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,103,002,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,451,141,173 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,312,039,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,682,368,362 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,790,963,158 | 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 | $1,685,111,478 | ExpenseAmt |
| Grant | $3,571,701 | GrantAmt |
| Revenue | $1,451,465,541 | RevenueAmt |
| Desc | INSTRUCTION: THE PROGRAM SERVICE COSTS INCLUDE SALARIES, FRINGE BENEFITS AND SUPPLIES OF TEACHING APPROXIMATELY 12,400 STUDENTS INCLUDING 5,505 UNDERGRADUATES, 2,858 GRADUATE STUDENTS AND 3,995 PROFESSIONAL SCHOOL STUDENTS. A FACULTY OF MORE THAN 4,400 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. - CONTINUED ON SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $528,106,000 | ExpenseAmt |
| Grant | $56,031,994 | GrantAmt |
| Revenue | $85,764,223 | RevenueAmt |
| Desc | RESEARCH: THE UNIVERSITY ENGAGES IN EXTENSIVE RESEARCH IN MEDICINE, THE PHYSICAL SCIENCES, THE 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. YALE'S RESEARCHERS' INNOVATIONS AND GROUNDBREAKING MEDICAL AND SCIENTIFIC DISCOVERIES ARE EXPANDING HUMAN KNOWLEDGE AND HELPING TO IMPROVE THE HUMAN CONDITION. INCLUDED AMONG THE UNIVERSITY'S OUTSTANDING RESEARCH FACILITIES ARE LABORATORIES AND OTHER FACILITIES DEVOTED TO 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 Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $696,599,949 | ExpenseAmt |
| Grant | $373,711,245 | GrantAmt |
| Revenue | $79,560,210 | RevenueAmt |
| Desc | STUDENT 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 A NEED-BLIND ADMISSIONS POLICY AND MEETS 100% OF DEMONSTRATED NEED FOR ALL STUDENTS REGARDLESS OF CITIZENSHIP. BY COMMITTING TO AN ADMISSIONS POLICY THAT DOES NOT CONSIDER A STUDENT'S ABILITY TO PAY, AND BY MEETING THE FULL FINANCIAL NEED OF ALL ADMITTED STUDENTS (WITH NO LOANS REQUIRED), YALE ENSURES THAT IT IS ACCESSIBLE TO THE MOST TALENTED STUDENTS FROM AROUND THE WORLD, REGARDLESS OF THEIR FAMILY'S INCOME. WITH THIS POLICY, YALE STRIVES TO CREATE A LEARNING ENVIRONMENT THAT INCORPORATES THE WIDEST POSSIBLE RANGE OF STUDENT BACKGROUNDS. - CONTINUED ON SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $401,180,737 | ExpenseAmt |
| Grant | $3,454,333 | GrantAmt |
| Revenue | $117,420,269 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $401,180,737 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,454,333 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $117,420,269 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,310,998,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 23709 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28739 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | JE | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MJ | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | PL | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | IM | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN C MURPHY VP FOR FINANCE A | PersonNm |
| Phone | 2034364488 | 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) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PETER SALOVEY | ||||||||||
| TRUSTEE & PRESIDENT | 50.00 | 2.20 | Yes (X) | Yes (X) | $1,103,747 | $0 | $262,654 | |||
| JOSHUA BEKENSTEIN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY L BEWKES | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAUREEN C CHIQUET | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANCISCO G CIGARROA | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER B DERVAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA L DUBINSKY | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES W GOODYEAR IV | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHARINE B HILL | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL L JOSKOW | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM E KENNARD | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANNEL P MALLOY | ||||||||||
| TRUSTEE (EX-OFFICIO) | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARGARET H MARSHALL | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GINA M RAIMONDO | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| E JOHN RICE JR | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EVE H RICE | ||||||||||
| TRUSTEE | 5.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN P RYAN | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS A WARNER III | ||||||||||
| TRUSTEE | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NANCY WYMAN | ||||||||||
| TRUSTEE (EX-OFFICIO) | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE D ALEXANDER | ||||||||||
| VP FOR NEW HAVEN & STATE AFFAIRS | 50.00 | 0.00 | Yes (X) | $567,728 | $0 | $42,811 | ||||
| ALEXANDER E DREIER | ||||||||||
| VP & GENERAL COUNSEL | 50.00 | 0.00 | Yes (X) | $510,367 | $0 | $57,782 | ||||
| KIMBERLY M GOFF-CREWS | ||||||||||
| SECRETARY & VP FOR STUDENT LIFE | 50.00 | 1.00 | Yes (X) | $394,079 | $0 | $39,787 | ||||
| SHAUNA R KING | ||||||||||
| VP FOR FINANCE & BUSINESS OPERATIONS | 50.00 | 1.00 | Yes (X) | $515,824 | $0 | $29,882 | ||||
| STEPHEN C MURPHY | ||||||||||
| VP FOR FINANCE & CFO | 50.00 | 3.20 | Yes (X) | $349,708 | $0 | $66,934 | ||||
| EILEEN O'CONNOR | ||||||||||
| VP FOR COMMUNICATIONS | 50.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| JOAN E O'NEILL | ||||||||||
| VP FOR ALUMNI AFFAIRS & DEVELOPMENT | 50.00 | 0.40 | Yes (X) | $479,340 | $0 | $71,669 | ||||
| MICHAEL A PEEL | ||||||||||
| VP FOR HR & ADMINISTRATION | 50.00 | 0.00 | Yes (X) | $595,348 | $0 | $44,260 | ||||
| BENJAMIN POLAK | ||||||||||
| PROVOST | 50.00 | 0.20 | Yes (X) | $597,448 | $0 | $29,690 | ||||
| SCOTT A STROBEL | ||||||||||
| VP FOR WEST CAMPUS PLANNING | 50.00 | 0.00 | Yes (X) | $454,273 | $0 | $57,877 | ||||
| ROBERT J ALPERN | ||||||||||
| DEAN SCHOOL OF MEDICINE | 50.00 | 0.00 | $885,121 | $0 | $32,017 | Yes (X) | ||||
| JOHN H BOLLIER | ||||||||||
| AVP FOR FACILITIES | 50.00 | 0.00 | $384,781 | $0 | $69,495 | Yes (X) | ||||
| DAVID F SWENSEN | ||||||||||
| CHIEF INVESTMENT OFFICER | 50.00 | 3.60 | $3,954,681 | $0 | $284,122 | Yes (X) | ||||
| DEAN J TAKAHASHI | ||||||||||
| SR DIRECTOR, INVESTMENTS | 50.00 | 2.00 | $2,955,474 | $0 | $249,390 | Yes (X) | ||||
| KHALID M ABBED | ||||||||||
| CHIEF, NEUROSURGERY SPINE | 50.00 | 0.00 | $1,466,655 | $0 | $63,699 | Yes (X) | ||||
| MASOUD AZODI | ||||||||||
| PROFESSOR, OB/GYN | 50.00 | 0.00 | $1,106,961 | $0 | $65,023 | Yes (X) | ||||
| ALAN FORMAN | ||||||||||
| DIRECTOR, INVESTMENTS | 50.00 | 0.00 | $1,038,255 | $0 | $448,858 | Yes (X) | ||||
| PETER G SCHULAM | ||||||||||
| CHAIR, DEPARTMENT OF UROLOGY | 50.00 | 0.00 | $1,039,080 | $0 | $60,526 | Yes (X) | ||||
| TIMOTHY R SULLIVAN | ||||||||||
| DIRECTOR, INVESTMENTS | 50.00 | 0.00 | $1,289,777 | $0 | $500,450 | Yes (X) | ||||
| LINDA K LORIMER | ||||||||||
| FORMER VP FOR GLOBAL & STRAT. INIT. | 50.00 | 0.00 | $509,049 | $0 | $47,262 | Yes (X) | ||||
| DOROTHY K ROBINSON | ||||||||||
| FORMER VP & GENERAL COUNSEL | 50.00 | 0.20 | $561,269 | $0 | $12,090 | Yes (X) | ||||
| MICHAEL J DONOGHUE | ||||||||||
| FORMER VP FOR WEST CAMPUS PLANNING | 50.00 | 0.00 | $262,044 | $0 | $69,900 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,021,009 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,606,178 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3585 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIMEO CONSTRUCTION COMPANY | |||||
| 75 CHAPMAN STREET | PROVIDENCE | RI | 02905 | CONSTRUCTION & RELATED SERVICES | $163,619,713 |
| SHAWMUT WOODWORKING & SUPPLY INC | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | CONSTRUCTION & RELATED SERVICES | $46,183,855 |
| THE WHITING-TURNER CONTRACTING COMPANY | |||||
| 300 EAST JOPPA ROAD | BALTIMORE | MD | 21286 | CONSTRUCTION & RELATED SERVICES | $15,255,538 |
| TURNER CONSTRUCTION COMPANY | |||||
| 50 WATERVIEW DRIVE | SHELTON | CT | 06484 | CONSTRUCTION & RELATED SERVICES | $15,189,091 |
| FRANK LILL AND SON INC | |||||
| 785 OLD DUTCH ROAD | VICTOR | NY | 14564 | CONSTRUCTION & RELATED SERVICES | $15,188,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 429 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $556,168 | FederatedCampaignsAmt |
| Fundraising | $401,547 | FundraisingAmt |
| Related Organizations | $539,823 | RelatedOrganizationsAmt |
| Government Grants | $448,503,951 | GovernmentGrantsAmt |
| All Other Contributions | $513,187,063 | AllOtherContributionsAmt |
| Noncash Contributions | $101,423,736 | NoncashContributionsAmt |
| Total Contributions | $963,188,552 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEDICAL SERVICE INCOME | 541900 | $823,132,271 | $821,381,972 | $1,750,299 |
| STUDENT INCOME | 611310 | $603,894,043 | $603,894,043 | |
| CONTRACT INCOME-GOV'T | 541700 | $120,117,897 | $120,117,897 | |
| CONTRACT INC-NON-GOV'T | 541700 | $71,396,062 | $71,396,062 | |
| PUBLICATIONS INCOME | 511130 | $19,960,823 | $19,877,095 | $83,728 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,023,863 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,889,907 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,133,956 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,713,524,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $583,698,035 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$31,821,972 | UnrelatedBusinessRevenueAmt |
| Exclusion | $615,520,007 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,671 | TotalRevenueColumnAmt |
| Exclusion | $53,671 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,292,715 | TotalRevenueColumnAmt |
| Exclusion | $7,292,715 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,647,993 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,778,628 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,869,365 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,869,365 | TotalRevenueColumnAmt |
| Exclusion | $3,869,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,046,434,965 | SecuritiesAmt |
| Other | $3,259,357,651 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,009,293,283 | SecuritiesAmt |
| Other | $1,813,327,882 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,141,682 | SecuritiesAmt |
| Other | $1,446,029,769 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,483,171,451 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$23,832,412 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,507,003,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $328,034 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $401,547 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $293,203 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,831 | TotalRevenueColumnAmt |
| Exclusion | $34,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $13,818 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,781 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,037 | TotalRevenueColumnAmt |
| Exclusion | $9,037 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| EDUCATIONAL SUPPORT | 611710 | $24,653,267 | $24,653,267 | ||
| PARKING | 812930 | $13,765,942 | $1,340,795 | $12,425,147 | |
| UTILITIES | 221000 | $11,034,271 | $11,034,271 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,701,634 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $31,310 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,670,324 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,155,114 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,807,997,730 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,734,210,243 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$50,314,296 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,160,913,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,872,812 | TotalAmt |
| Program Services | $50,872,812 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,037,562 | TotalAmt |
| Program Services | $370,037,562 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,858,899 | TotalAmt |
| Program Services | $15,858,899 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,501,244 | TotalAmt |
| Program Services | $1,382,916 | ProgramServicesAmt |
| Management And General | $15,558,693 | ManagementAndGeneralAmt |
| Fundraising | $559,635 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,738,375 | TotalAmt |
| Program Services | $13,507,818 | ProgramServicesAmt |
| Management And General | $3,994,749 | ManagementAndGeneralAmt |
| Fundraising | $235,808 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,953,193 | TotalAmt |
| Program Services | $1,441,801,706 | ProgramServicesAmt |
| Management And General | $104,889,067 | ManagementAndGeneralAmt |
| Fundraising | $21,262,420 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,718,857 | TotalAmt |
| Program Services | $133,415,185 | ProgramServicesAmt |
| Management And General | $10,866,140 | ManagementAndGeneralAmt |
| Fundraising | $2,437,532 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,183,481 | TotalAmt |
| Program Services | $272,857,849 | ProgramServicesAmt |
| Management And General | $30,391,120 | ManagementAndGeneralAmt |
| Fundraising | $3,934,512 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,025,005 | TotalAmt |
| Program Services | $84,208,567 | ProgramServicesAmt |
| Management And General | $7,250,232 | ManagementAndGeneralAmt |
| Fundraising | $1,566,206 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,773,341 | TotalAmt |
| Program Services | $1,201,012 | ProgramServicesAmt |
| Management And General | $3,572,329 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,777,382 | TotalAmt |
| Program Services | $143,436 | ProgramServicesAmt |
| Management And General | $2,633,946 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,855 | TotalAmt |
| Management And General | $97,855 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,795,302 | TotalAmt |
| Management And General | $54,795,302 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,019,280 | TotalAmt |
| Program Services | $105,701,805 | ProgramServicesAmt |
| Management And General | $16,986,670 | ManagementAndGeneralAmt |
| Fundraising | $1,330,805 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,877,218 | TotalAmt |
| Program Services | $2,638,282 | ProgramServicesAmt |
| Management And General | $135,320 | ManagementAndGeneralAmt |
| Fundraising | $103,616 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,518,012 | TotalAmt |
| Program Services | $15,745,460 | ProgramServicesAmt |
| Management And General | $6,715,551 | ManagementAndGeneralAmt |
| Fundraising | $1,057,001 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,750,180 | TotalAmt |
| Program Services | $34,401,318 | ProgramServicesAmt |
| Management And General | $12,663,401 | ManagementAndGeneralAmt |
| Fundraising | $685,461 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,530 | TotalAmt |
| Program Services | $53,530 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,602,464 | TotalAmt |
| Program Services | $82,201,108 | ProgramServicesAmt |
| Management And General | $1,197,849 | ManagementAndGeneralAmt |
| Fundraising | $2,203,507 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,429,593 | TotalAmt |
| Program Services | $49,820,959 | ProgramServicesAmt |
| Management And General | $3,492,499 | ManagementAndGeneralAmt |
| Fundraising | $1,116,135 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,322 | TotalAmt |
| Program Services | $19,322 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,613,858 | TotalAmt |
| Program Services | $5,212,458 | ProgramServicesAmt |
| Management And General | $337,100 | ManagementAndGeneralAmt |
| Fundraising | $64,300 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,094,956 | TotalAmt |
| Program Services | $72,329,072 | ProgramServicesAmt |
| Management And General | $1,425,481 | ManagementAndGeneralAmt |
| Fundraising | $340,403 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,433,806 | TotalAmt |
| Program Services | $238,352,959 | ProgramServicesAmt |
| Management And General | $15,402,702 | ManagementAndGeneralAmt |
| Fundraising | $3,678,145 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,027,051 | TotalAmt |
| Program Services | $23,225,103 | ProgramServicesAmt |
| Management And General | $1,801,948 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES-MED & RESEARCH | $77,743,495 | $77,385,852 | $357,643 | $0 |
| BOOKS, PERIODICALS, ETC | $52,560,065 | $52,419,393 | $24,764 | $115,908 |
| SUPPLIES-OTHER | $39,861,439 | $38,346,053 | $1,295,038 | $220,348 |
| BUSINESS MEALS & ENTERT | $17,080,413 | $14,904,571 | $929,402 | $1,246,440 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,590,504 | TotalAmt |
| Program Services | $112,953,157 | ProgramServicesAmt |
| Management And General | $28,436,355 | ManagementAndGeneralAmt |
| Fundraising | $3,200,992 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,681,608,494 | TotalAmt |
| Program Services | $3,310,998,164 | ProgramServicesAmt |
| Management And General | $325,251,156 | ManagementAndGeneralAmt |
| Fundraising | $45,359,174 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,865,353 | BOYAmt |
| EOY | $11,211,079 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,243,298 | BOYAmt |
| EOY | $177,345,169 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,538,631 | BOYAmt |
| EOY | $637,707,592 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,790,800 | BOYAmt |
| EOY | $153,974,575 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,572 | BOYAmt |
| EOY | $80,847 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,925,997 | BOYAmt |
| EOY | $148,558,027 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,574,686 | BOYAmt |
| EOY | $13,761,268 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,206,118 | BOYAmt |
| EOY | $21,350,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,180,229,653 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,473,379,541 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,432,977,342 | BOYAmt |
| EOY | $4,706,850,112 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,481,272,090 | BOYAmt |
| EOY | $4,747,807,531 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,529,019,061 | BOYAmt |
| EOY | $23,064,622,983 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,285,358 | BOYAmt |
| EOY | $37,638,709 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,621,229 | BOYAmt |
| EOY | $382,094,039 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,133,509,535 | BOYAmt |
| EOY | $34,103,002,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,016,560 | BOYAmt |
| EOY | $395,545,476 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,235,344 | BOYAmt |
| EOY | $6,600,625 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,911,513 | BOYAmt |
| EOY | $120,628,128 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,897,175,687 | BOYAmt |
| EOY | $2,877,350,520 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,020,683 | BOYAmt |
| EOY | $2,723,219 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,161,864 | BOYAmt |
| EOY | $557,797,088 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,536,619,522 | BOYAmt |
| EOY | $4,351,394,173 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,451,141,173 | BOYAmt |
| EOY | $8,312,039,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,280,801,593 | BOYAmt |
| EOY | $3,446,697,446 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,921,626,384 | BOYAmt |
| EOY | $18,685,880,925 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,479,940,385 | BOYAmt |
| EOY | $3,658,384,787 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,682,368,362 | BOYAmt |
| EOY | $25,790,963,158 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,133,509,535 | BOYAmt |
| EOY | $34,103,002,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,126,389,236 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,633,417,922 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$384,376,518 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $863,987,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $846,509,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $878,354,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $910,761,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,188,552 | CurrentTaxYearAmt |
| Total | $4,462,801,849 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $863,987,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $846,509,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $878,354,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $910,761,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $963,188,552 | CurrentTaxYearAmt |
| Total | $4,462,801,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,462,801,849 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $511,578,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $558,241,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $731,938,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $433,042,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $639,514,386 | CurrentTaxYearAmt |
| Total | $2,874,314,120 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,337,115,969 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,644,773,102 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,077 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $10,077 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $458,790 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $458,790 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $468,867 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $468,867 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,531,725,314 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,586,222,887 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,532,194,181 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,586,691,754 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $606,971 | CurrentYearMinus3Amt |
| Current Year Minus2 | $506,069 | CurrentYearMinus2Amt |
| Current Year Minus1 | $435,170 | CurrentYearMinus1Amt |
| Current Year | $468,867 | CurrentYearAmt |
| Total | $2,017,077 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $18,971 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,448 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,821 | CurrentYearMinus1Amt |
| Current Year | $10,077 | CurrentYearAmt |
| Total | $45,317 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 9 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $13,750,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,219,549 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $76,661,761 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,789,811,000 | BeginningYearBalanceAmt |
| Contributions | $182,188,000 | ContributionsAmt |
| Investment Earnings Or Losses | $753,230,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,364,898 | GrantsOrScholarshipsAmt |
| Other Expenditures | $808,937,122 | OtherExpendituresAmt |
| Administrative Expenses | $80,427,980 | AdministrativeExpensesAmt |
| End Year Balance | $25,657,499,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,089,614,000 | BeginningYearBalanceAmt |
| Contributions | $117,434,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,579,415,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $165,168,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $750,471,000 | OtherExpendituresAmt |
| Administrative Expenses | $81,013,000 | AdministrativeExpensesAmt |
| End Year Balance | $25,789,811,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,993,584,000 | BeginningYearBalanceAmt |
| Contributions | $131,476,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,037,639,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $162,357,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $833,291,000 | OtherExpendituresAmt |
| Administrative Expenses | $77,437,000 | AdministrativeExpensesAmt |
| End Year Balance | $24,089,614,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,606,479,000 | BeginningYearBalanceAmt |
| Contributions | $147,031,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,294,825,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $157,718,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $824,778,000 | OtherExpendituresAmt |
| Administrative Expenses | $72,255,000 | AdministrativeExpensesAmt |
| End Year Balance | $20,993,584,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,630,896,000 | BeginningYearBalanceAmt |
| Contributions | $137,655,000 | ContributionsAmt |
| Investment Earnings Or Losses | $877,883,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $152,900,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $819,118,000 | OtherExpendituresAmt |
| Administrative Expenses | $67,937,000 | AdministrativeExpensesAmt |
| End Year Balance | $19,606,479,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.69930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $135,248,940 | OtherCostOrOtherBasisAmt |
| Book Value | $135,248,940 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $62,088,112 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,485,691,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,122,705,611 | DepreciationAmt |
| Book Value | $4,425,073,745 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,299,035 | OtherCostOrOtherBasisAmt |
| Depreciation | $949,981 | DepreciationAmt |
| Book Value | $349,054 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $495,902,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,723,949 | DepreciationAmt |
| Book Value | $146,178,373 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,706,850,112 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND CASH EQUIVALENTS | $100,107 | F |
| FIXED INCOME | $74,720,935 | F |
| COMMON STOCK | $224,109,341 | F |
| EQUITY INVESTMENTS | $22,423,373,761 | F |
| OTHER INVESTMENTS | $342,318,839 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,064,622,983 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE BENEFIT OBLIGATIONS | $1,388,003,844 |
| COMPENSATED ABSENCES | $64,321,305 |
| FINANCIAL AID GRANT OBLIGATIONS | $60,029,000 |
| ASSET RETIREMENT OBLIGATIONS | $39,100,000 |
| CAPITAL LEASE OBLIGATIONS | $42,424,192 |
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | $129,251,873 |
| ADVANCES FROM FEDERAL GOV'T FOR STUDENT LOANS | $31,008,496 |
| SECURITIES SOLD NOT YET PURCHASED | $112,086,992 |
| DUE TO INSTITUTIONS | $1,707,419,695 |
| OTHER LIABILITIES | $777,748,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,351,394,173 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,517,465,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,633,417,922 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$608,675,264 | OtherRevenueAmt |
| Revenue Not Reported | -$2,242,093,186 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,759,558,186 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $95,994,359 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$47,554,815 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $48,439,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,807,997,730 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,364,206,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $59,482,814 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $59,482,814 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,304,723,186 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $95,994,359 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $280,890,949 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $376,885,308 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,681,608,494 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | YALE 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 OPERATING EXPENSES IN THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS IN THE PERIOD IN WHICH THE ITEMS ARE ACQUIRED. |
| PART III, LINE 4: | YALE UNIVERSITY COLLECTIONS ARE AN INTEGRAL PART OF TEACHING AND LEARNING ACROSS THE UNIVERSITY INCLUDING THE YALE UNIVERSITY ART GALLERY, THE YALE CENTER FOR BRITISH ART, THE PEABODY MUSEUM OF NATURAL HISTORY, AND THE COLLECTION OF MUSICAL INSTRUMENTS. ALL THE COLLECTIONS ARE OPEN TO THE PUBLIC. THE YALE UNIVERSITY ART GALLERY: THE YALE UNIVERSITY ART GALLERY, FOUNDED IN 1832, IS THE OLDEST U.S. COLLEGE ART MUSEUM. THE GALLERY HOUSES MORE THAN 200,000 OBJECTS REPRESENTING EASTERN AND WESTERN CULTURES AND RANGING IN DATE FROM ANCIENT TIMES TO THE PRESENT DAY. THE COLLECTION INCLUDES ANCIENT, NEAR AND FAR EASTERN ART, AFRICAN ART, PHOTOGRAPHS, COINS AND MEDALS, WORKS OF EUROPEAN AND AMERICAN MASTERS FROM VIRTUALLY EVERY PERIOD, AND A RICH COLLECTION OF MODERN AND CONTEMPORARY ART. THE MISSION OF THE YALE UNIVERSITY ART GALLERY IS TO ENCOURAGE APPRECIATION AND UNDERSTANDING OF ART AND ITS ROLE IN SOCIETY THROUGH DIRECT ENGAGEMENT WITH ORIGINAL WORKS OF ART. THE GALLERY STIMULATES ACTIVE LEARNING ABOUT ART AND THE CREATIVE PROCESS THROUGH RESEARCH, TEACHING, AND DIALOGUE AMONG COMMUNITIES OF YALE STUDENTS, FACULTY, ARTISTS, SCHOLARS, ALUMNI, AND THE WIDER PUBLIC. THE GALLERY ORGANIZES EXHIBITIONS AND EDUCATIONAL PROGRAMS TO OFFER ENJOYMENT AND ENCOURAGE INQUIRY, WHILE BUILDING AND MAINTAINING ITS COLLECTIONS IN TRUST FOR FUTURE GENERATIONS. 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, PRINTS, DRAWINGS, RARE BOOKS, AND MANUSCRIPTS REFLECTS THE DEVELOPMENT OF BRITISH ART AND LIFE FROM THE ELIZABETHAN PERIOD ONWARD. THE CENTER OFFERS A YEAR-ROUND SCHEDULE OF EXHIBITIONS AND PROGRAMS, INCLUDING 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 ARCHIVE, 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 COLLECTION. PEABODY MUSEUM: YALE'S 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 12.8 MILLION SPECIMENS AND ARTIFACTS IN 10 DIFFERENT DIVISIONS AND REPRESENTING MORE THAN 4 BILLION YEARS OF GEOLOGICAL, BIOLOGICAL, AND HUMAN HISTORY. THESE COLLECTIONS ARE AT THE HEART OF UNIVERSITY TEACHING AND ARE A RESOURCE FOR SCHOLARS AT YALE AND AROUND THE WORLD. MUSEUMS AND THE EXPERTISE THAT SURROUNDS THEM ARE VIBRANT ELEMENTS OF YALE'S CULTURE OF SCHOLARSHIP AND TEACHING. THE PEABODY IS A WORKING MUSEUM, WHERE PUBLIC EXHIBITION, RESEARCH, CONSERVATION, TEACHING, AND LEARNING INTERSECT. ITS 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 ARE INCREASINGLY URGENT AS MODERN THREATS TO THE DIVERSITY OF LIFE AND CULTURE CONTINUE TO INTENSIFY. THE COLLECTIONS OF THE YALE PEABODY MUSEUM OF NATURAL HISTORY PROVIDE MATERIAL SUPPORT FOR UNDERGRADUATE AND GRADUATE TEACHING AND RESEARCH AT YALE UNIVERSITY. THE MUSEUM'S CURATORIAL DIVISIONS MAINTAIN TEACHING COLLECTIONS FOR USE IN A WIDE RANGE OF UNDERGRADUATE CLASSROOM AND LABORATORY COURSES, FROM FORENSIC ANTHROPOLOGY TO EVOLUTIONARY BIOLOGY. IN ADDITION, EACH YEAR THE YALE PEABODY MUSEUM PROVIDES EDUCATIONAL PROGRAMS ON BIOLOGY, PALEONTOLOGY, GEOLOGY, ANCIENT CIVILIZATIONS, SOCIAL STUDIES, AND ART TO MORE THAN 25,000 VISITORS FROM THROUGHOUT THE NORTHEAST, INCLUDING ELEMENTARY THROUGH COLLEGE STUDENTS AND OTHER PRIVATE AND COMMUNITY-BASED GROUPS. ALL PROGRAMS DRAW ON THE MUSEUM'S EXHIBITS TO MEET THE INCREASINGLY SOPHISTICATED NEEDS OF SCIENCE AND SOCIAL STUDIES EDUCATION AND MOST CAN BE ADAPTED TO ACCOMMODATE SPECIFIC GROUP NEEDS AS REQUESTED. THE MUSEUM'S COLLECTIONS ARE AVAILABLE TO LEGITIMATE RESEARCHERS AT ESTABLISHED INSTITUTIONS FOR SCHOLARLY USE. COLLECTION OF MUSICAL INSTRUMENTS: ESTABLISHED IN 1900, THE COLLECTION OF MUSICAL INSTRUMENTS TODAY COMPRISES NEARLY ONE THOUSAND INSTRUMENTS, THE MAJORITY DOCUMENTING THE HISTORY OF WESTERN ART MUSIC. IT IS COMMITTED TO FOSTERING THE 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, FEATURING RESTORED EXAMPLES IN DEMONSTRATION AND LIVE PERFORMANCE. IT PROVIDES ACCESS TO AND DISSEMINATES INFORMATION ABOUT ITS HOLDINGS TO YALE STUDENTS, FACULTY, AND STAFF; TO SCHOLARS, MUSICIANS, AND INSTRUMENT MAKERS; AND TO THE BROADER PUBLIC. AN IMPORTANT RESOURCE FOR THE MUSIC CURRICULA OF THE UNIVERSITY, THE COLLECTION SERVES AS A LABORATORY FOR COURSES IN THE HISTORY OF MUSICAL INSTRUMENTS AND AS A SUPPLEMENTAL ARCHIVE FOR COURSES TAUGHT IN THE ARTS AND SCIENCES. THE COLLECTION MAINTAINS REGULAR PUBLIC VISITING HOURS, MOUNTS EXHIBITS, AND PRESENTS AN ANNUAL SERIES OF CONCERTS. LECTURES, TOURS, AND SPECIAL CONCERTS ARE OFFERED THROUGHOUT THE YEAR. EXHIBITIONS ARE ALSO FREQUENTLY MOUNTED AT THE FOLLOWING VENUES ON CAMPUS: YALE SCHOOL OF ARCHITECTURE GALLERY, BEINECKE RARE BOOK AND MANUSCRIPT LIBRARY, GREEN HALL GALLERY (SCHOOL OF ART), 32 EDGEWOOD GALLERY (SCHOOL OF ART), GALLERY AT WHITNEY, AND STERLING MEMORIAL LIBRARY, AS WELL AS AT OTHER NON-YALE LOCATIONS AND INSTITUTIONS THROUGH UNIVERSITY LOAN OR EXCHANGE PROGRAMS. YALE UNIVERSITY LIBRARY: IN ADDITION TO ITS MUSEUMS, THE YALE UNIVERSITY LIBRARY PROVIDES OUTSTANDING SUPPORT FOR TEACHING, LEARNING, AND RESEARCH AT THE UNIVERSITY, AND FOR THE WORLD-WIDE SCHOLARLY COMMUNITY, THROUGH ITS STAFF, COLLECTIONS, PROGRAMS, SPACES, AND SERVICES. THE COLLECTION OF NEARLY 15 MILLION PRINT AND ELECTRONIC VOLUMES IS HOUSED IN 15 LIBRARIES, INCLUDING STERLING MEMORIAL, BEINECKE, AND BASS LIBRARIES, THE CENTER FOR SCIENCE AND SOCIAL SCIENCE INFORMATION, AS WELL AS MANY OTHER SCHOOL AND DEPARTMENTAL LIBRARIES. COLLECTIONS RANGE FROM ANCIENT PAPYRI AND EARLY PRINTED BOOKS TO DIGITAL COLLECTIONS AND ELECTRONIC DATABASES; AND THEY TRANSCEND A WIDE ARRAY OF FORMATS INCLUDING TEXT, PHOTOGRAPHS, VIDEO, AUDIO, DATA, MAPS, AND EPHEMERA. IN BUILDING THE MAGNIFICENT COLLECTIONS OVER THE LAST THREE CENTURIES, YALE MADE A STEWARDSHIP COMMITMENT TO ASSIST IN THE PRESERVATION OF HUMAN KNOWLEDGE. THE LIBRARY ALSO HAS A RESPONSIBILITY TO BRING DIGITAL RESOURCES TO THE YALE COMMUNITY AND TO ADDRESS THE INTIMIDATING CHALLENGES OF DIGITAL PRESERVATION. |
| PART IV, LINE 2B: | THE AMOUNT REPORTED ON FORM 990, PART X, LINE 21, ESCROW ACCOUNT LIABILITY, CONSISTS OF SECURITY DEPOSITS RELATED TO LEASE AGREEMENTS AND OTHER DEPOSITS. PART V, LINE 1: ENDOWMENT FUNDS INCLUDE THE VALUE OF THE ENDOWMENT AND UNEXPENDED ENDOWMENT INCOME AT JUNE 30, 2016. |
| PART V, LINE 4: | THE ENDOWMENT PROVIDES THE LARGEST SOURCE OF SUPPORT FOR THE ACADEMIC PROGRAMS OF THE UNIVERSITY. SPENDING FROM THE ENDOWMENT GREW DURING THE LAST DECADE FROM $616 MILLION TO $1.2 BILLION, AN ANNUAL GROWTH RATE OF 6.5%. YALE'S SPENDING AND INVESTMENT POLICIES PROVIDED SUBSTANTIAL LEVELS OF CASH FLOW TO THE OPERATING BUDGET FOR CURRENT SCHOLARS WHILE PRESERVING ENDOWMENT PURCHASING POWER FOR FUTURE GENERATIONS. THE YALE ENDOWMENT CONTAINS THOUSANDS OF FUNDS WITH VARIOUS PURPOSES AND RESTRICTIONS. APPROXIMATELY 84% OF FUNDS CONSTITUTE TRUE ENDOWMENT, GIFTS RESTRICTED BY DONORS TO PROVIDE LONG-TERM FUNDING FOR DESIGNATED PURPOSES. THE REMAINING FUNDS REPRESENT QUASI-ENDOWMENT, MONIES THAT THE YALE CORPORATION CHOOSES TO INVEST AND TREAT AS ENDOWMENT. DONORS FREQUENTLY SPECIFY A PARTICULAR PURPOSE FOR GIFTS, CREATING ENDOWMENTS TO FUND PROFESSORSHIPS, TEACHING, AND LECTURESHIPS (24%); SCHOLARSHIPS, FELLOWSHIPS, AND PRIZES (17%); MAINTENANCE (4%); BOOKS (3%); AND MISCELLANEOUS SPECIFIC PURPOSES (27%). TWENTY-FIVE PERCENT OF FUNDS ARE UNRESTRICTED. TWENTY-FIVE PERCENT OF THE ENDOWMENT BENEFITS THE OVERALL UNIVERSITY, WITH REMAINING FUNDS FOCUSED ON SPECIFIC UNITS, INCLUDING THE FACULTY OF ARTS AND SCIENCES (27%), THE PROFESSIONAL SCHOOLS (25%), THE LIBRARY (7%), AND OTHER ENTITIES (16%). PART X, LINE 2: THE 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, 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TUITION DISCOUNTS WHICH WERE NETTED WITH STUDENT INCOME ON THE AUDITED FINANCIAL STATEMENTS: (280,640,949) AFFILIATED ORGANIZATION INCOME(LOSS): 4,093,635 CHANGE IN FUNDING STATUS OF DEFINED BENEFIT PLANS: (393,574,000) ACTUARIAL ADJUSTMENT FOR SPLIT INTEREST LIABILITY: 9,196,231 NON-CONTROLLING INTEREST: 52,498,000 GRANT EXPENSE RECLASSIFIED FROM REVENUE TO EXPENSE: (250,000) ROUNDING: 1,819 TOTAL: (608,675,264) |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES 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: (47,554,815) |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES 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: 47,554,815 AFFILIATED ORGANIZATION EXPENSE: 11,927,999 TOTAL: 59,482,814 |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION DISCOUNTS WHICH WERE NETTED WITH STUDENT INCOME ON THE AUDITED FINANCIAL STATEMENTS: 280,640,949 GRANT EXPENSE RECLASSIFIED FROM REVENUE TO EXPENSE: 250,000 TOTAL: 280,890,949 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE SCHEDULE E PAGE 2 |
| SCHEDULE E, LINE 3 | 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, RACE, COLOR, RELIGION, AGE, DISABILITY, STATUS AS A SPECIAL DISABLED VETERAN, VETERAN OF THE VIETNAM ERA OR OTHER COVERED VETERAN, OR NATIONAL OR ETHNIC ORIGIN; NOR DOES YALE DISCRIMINATE ON THE BASIS OF SEXUAL ORIENTATION OR GENDER IDENTITY OR EXPRESSION. 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. 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. |
| SCHEDULE E, LINE 6 | THE UNIVERSITY HAS RECEIVED AND CONTINUES TO RECEIVE STUDENT FINANCIAL AID AND GRANTS FROM GOVERNMENTAL AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (108 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $35,932 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $8,549 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $224,330 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $1,503 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $19,860 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $76,272 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 5 | PROGRAM SERVICES | RESEARCH | $150,633 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $4,455 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $19,133 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $13,894 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $472,974 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $2,314,536,887 | |
| EAST ASIA AND THE PACIFIC | 1 | 11 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $1,984,622 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $56,184 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $1,572,487 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $86,415 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $320,547 |
| EAST ASIA AND THE PACIFIC | 2 | 16 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $3,625,992 |
| EAST ASIA AND THE PACIFIC | 0 | 3 | PROGRAM SERVICES | RESEARCH | $602,542 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $177,698 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $135,031 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $75,447 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | $89,346 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $3,357,781 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $4,747,943 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 8 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $788,432 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $131,208 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $3,270,025 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 2 | PROGRAM SERVICES | CULTURAL EXCHANGE | $119,328 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $136,952 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 25 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $6,222,281 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 6 | PROGRAM SERVICES | RESEARCH | $1,301,335 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $81,382 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $787,687 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $53,091 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | $135,882 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $5,869,765 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $225,546,426 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 1 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $32,336 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $8,697 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 1 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $248,943 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $4,323 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $28,539 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 2 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $35,896 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 2 | PROGRAM SERVICES | RESEARCH | $221,723 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $9,019 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $45,618 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $7,314 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $686,122 | |
| NORTH AMERICA | 0 | 2 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $30,758 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $27,609 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $704,207 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $14,242 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $18,098 |
| NORTH AMERICA | 0 | 12 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $86,914 |
| NORTH AMERICA | 0 | 6 | PROGRAM SERVICES | RESEARCH | $74,062 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $72,581 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $8,691 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $1,310 |
| NORTH AMERICA | 0 | 0 | FUNDRAISING | $6,193 | |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $576,915 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $62,922,889 | |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $9,823 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $40,324 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $18,797 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $3,591 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $11,905 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 2 | PROGRAM SERVICES | RESEARCH | $166,243 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $14,811 |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 0 | 0 | GRANTMAKING | $673,162 | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $175,288 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $18,126 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $166,915 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $31,816 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $13,640 |
| SOUTH AMERICA | 0 | 9 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $61,940 |
| SOUTH AMERICA | 0 | 1 | PROGRAM SERVICES | RESEARCH | $272,639 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $66,893 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $44,823 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $10,565 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $1,938,272 | |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | $4,287,501 | |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $38,403 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $33,259 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $86,293 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $1,810 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $12,372 |
| SOUTH ASIA | 0 | 3 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $39,376 |
| SOUTH ASIA | 0 | 1 | PROGRAM SERVICES | RESEARCH | $179,063 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $74,358 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $50,559 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $16,638 |
| SOUTH ASIA | 0 | 0 | FUNDRAISING | $16,614 | |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $720,078 | |
| SOUTH ASIA | 0 | 0 | INVESTMENTS | $55,230 | |
| SUB-SAHARAN AFRICA | 0 | 3 | PROGRAM SERVICES | ACADEMIC COLLABORATIONS | $71,926 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | ALUMNI RELATIONS | $10,209 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | CONFERENCES & SEMINARS | $266,011 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | CULTURAL EXCHANGE | $30,970 |
| SUB-SAHARAN AFRICA | 0 | 1 | PROGRAM SERVICES | INSTRUCTION/TEACHING | $154,235 |
| SUB-SAHARAN AFRICA | 0 | 3 | PROGRAM SERVICES | OTHER MISSION RELATED ACTIVITIES | $48,975 |
| SUB-SAHARAN AFRICA | 1 | 32 | PROGRAM SERVICES | RESEARCH | $2,189,150 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDENT RECRUITMENT | $62,094 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD & OTHER EDUCATIONAL PROGRAMS | $35,884 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | TRAINING & CLINICAL PRACTICE | $268,484 |
| SUB-SAHARAN AFRICA | 0 | 0 | FUNDRAISING | $12,482 | |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $1,469,455 | |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | $339,956,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 5 | SubtotalEmployeesCnt |
| Continutation Total Office | 5 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 153 | ContinutationTotalEmployeeCnt |
| Total Office | 5 | TotalOfficeCnt |
| Total Employee | 158 | TotalEmployeeCnt |
| Subtotal Spent | $521,534 | SubtotalSpentAmt |
| Continuation Spent | $2,996,118,724 | ContinuationSpentAmt |
| Total Spent | $2,996,640,258 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (71 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | SUBAWARD - SPONSORED RESEARCH | $23,181 | WIRE |
| CENTRAL AMERICA AND THE CARIBBEAN | SUBAWARD - SPONSORED RESEARCH | $173,196 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $29,019 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $159,652 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $6,247 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $120,700 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $91,187 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $7,034 | WIRE |
| EAST ASIA AND THE PACIFIC | SUBAWARD - SPONSORED RESEARCH | $57,332 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $14,573 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $38,437 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $13,015 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $13,760 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $14,710 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $10,154 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $47,054 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $41,462 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $40,327 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $6,482 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $5,645 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $907,329 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $7,050 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $5,650 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $32,323 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $37,133 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $6,073 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $75,791 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $164,736 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $6,099 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $21,257 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $24,000 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $129,773 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $45,386 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $137,066 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $5,160 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $56,691 | WIRE |
| EUROPE (INCL. ICELAND AND GREENLAND) | SUBAWARD - SPONSORED RESEARCH | $22,585 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD - SPONSORED RESEARCH | $63,028 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD - SPONSORED RESEARCH | $120,000 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD - SPONSORED RESEARCH | $5,057 | WIRE |
| MIDDLE EAST AND NORTH AFRICA | SUBAWARD - SPONSORED RESEARCH | $21,964 | WIRE |
| NORTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $63,512 | WIRE |
| NORTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $144,800 | WIRE |
| NORTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $65,615 | WIRE |
| NORTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $38,133 | WIRE |
| NORTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $84,401 | WIRE |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | SUBAWARD - SPONSORED RESEARCH | $24,993 | WIRE |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | SUBAWARD - SPONSORED RESEARCH | $376,047 | WIRE |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | SUBAWARD - SPONSORED RESEARCH | $79,567 | WIRE |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | SUBAWARD - SPONSORED RESEARCH | $18,586 | WIRE |
| SOUTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $189,953 | WIRE |
| SOUTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $339,831 | WIRE |
| SOUTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $34,197 | WIRE |
| SOUTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $209,184 | WIRE |
| SOUTH AMERICA | SUBAWARD - SPONSORED RESEARCH | $184,591 | WIRE |
| SOUTH ASIA | SUBAWARD - SPONSORED RESEARCH | $17,820 | WIRE |
| SOUTH ASIA | SUBAWARD - SPONSORED RESEARCH | $397,218 | WIRE |
| SOUTH ASIA | SUBAWARD - SPONSORED RESEARCH | $18,701 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $21,500 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $38,251 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $9,157 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $16,991 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $300,305 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $17,667 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $53,637 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $228,757 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $69,813 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $9,197 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $132,468 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $59,927 | WIRE |
| SUB-SAHARAN AFRICA | SUBAWARD - SPONSORED RESEARCH | $82,371 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 51 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (34 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| FELLOWSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 48 | $203,304 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | EAST ASIA AND THE PACIFIC | 257 | $2,388,101 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 399 | $2,580,680 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | MIDDLE EAST AND NORTH AFRICA | 65 | $328,435 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | NORTH AMERICA | 11 | $38,546 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | RUSSIA AND THE NEWLY INDEPENDENT STATES | 25 | $106,260 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | SOUTH AMERICA | 92 | $476,528 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | SOUTH ASIA | 41 | $162,831 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| FELLOWSHIPS | SUB-SAHARAN AFRICA | 66 | $321,930 | CHECK, ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | CENTRAL AMERICA AND THE CARIBBEAN | 13 | $54,820 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | EAST ASIA AND THE PACIFIC | 71 | $244,910 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 85 | $597,309 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | MIDDLE EAST AND NORTH AFRICA | 13 | $55,471 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | NORTH AMERICA | 16 | $60,625 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | RUSSIA AND THE NEWLY INDEPENDENT STATES | 3 | $54,000 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | SOUTH AMERICA | 37 | $217,331 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | SOUTH ASIA | 7 | $55,490 | ELECTRONIC FUND OR WIRE TRANSFER |
| STUDENT STIPENDS | SUB-SAHARAN AFRICA | 35 | $57,088 | ELECTRONIC FUND OR WIRE TRANSFER |
| SCHOLARSHIPS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $18,473 | CHECK |
| SCHOLARSHIPS | EAST ASIA AND THE PACIFIC | 16 | $175,369 | CHECK |
| SCHOLARSHIPS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 41 | $692,160 | CHECK |
| SCHOLARSHIPS | MIDDLE EAST AND NORTH AFRICA | 10 | $87,815 | CHECK |
| SCHOLARSHIPS | NORTH AMERICA | 7 | $69,050 | CHECK |
| SCHOLARSHIPS | RUSSIA AND THE NEWLY INDEPENDENT STATES | 1 | $10,445 | CHECK |
| SCHOLARSHIPS | SOUTH AMERICA | 20 | $272,513 | CHECK |
| SCHOLARSHIPS | SOUTH ASIA | 6 | $61,490 | CHECK |
| SCHOLARSHIPS | SUB-SAHARAN AFRICA | 4 | $50,396 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | EAST ASIA AND THE PACIFIC | 54 | $78,230 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | EUROPE (INCLUDING ICELAND AND GREENLAND) | 35 | $69,897 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | MIDDLE EAST AND NORTH AFRICA | 2 | $4,352 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | NORTH AMERICA | 5 | $12,233 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | RUSSIA AND THE NEWLY INDEPENDENT STATES | 2 | $3,264 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | SOUTH AMERICA | 10 | $14,144 | CHECK |
| OTHER ASSISTANCE - HEALTH FEES | SOUTH ASIA | 4 | $6,528 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (1) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2: | WITH RESPECT TO SPONSORED PROJECT ACTIVITY SUBCONTRACTED TO OTHER ENTITIES, THE UNIVERSITY'S POLICY AND PROCEDURES FOR MONITORING SUB RECIPIENT AWARDS ("SUBWARDS") 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 MANAGEMENT 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 QUARTERLY 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 SUBAWARDS ARE USED FOR PROPER PURPOSES AND NOT DIVERTED FROM THEIR INTENDED USE. |
| SCHEDULE F, PART I, LINE 3: | PURSUANT TO THE FORM INSTRUCTIONS, THE FOLLOWING IS A BREAKOUT OF AMOUNTS PROVIDED AS INVESTMENTS: INVESTMENTS EXPENDITURES CENTRAL AMERICA AND THE CARIBBEAN 2,285,714,848 28,822,039 EAST ASIA AND THE PACIFIC 4,493,426 254,517 EUROPE (INCLUDING ICELAND & GREENLAND) 225,168,816 377,610 NORTH AMERICA 62,899,367 23,522 SOUTH AMERICA 0 4,287,501 SOUTH ASIA 0 55,230 SUB-SAHARAN AFRICA 339,956,006 0 |
| SCHEDULE F, PART II, LINE 3: | THE 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 II: | A 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 III, COLUMNS (C) AND (D): THE AMOUNTS REPORTED IN COLUMNS (C) AND (D) REPRESENT AN ESTIMATE OF TOTAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2016 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, 2016. |
| SCHEDULE F, PART I, II, AND III: | THE UNIVERSITY'S FINANCIAL STATEMENTS ARE PREPARED USING THE ACCRUAL BASIS OF ACCOUNTING. AMOUNTS LISTED IN PART I, PART II, AND PART III ARE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $250,362 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $215,558 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,804 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,007 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,560 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,014 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,655 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $77,090 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $53,525 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,565 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,973 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $11,003 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,812 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,304 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $402,129 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $132,464 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $269,665 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $31,262 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $20,786 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $144,180 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $30,647 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $729,581 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $401,547 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $328,034 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $38,242 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $39,349 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $170,006 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,606 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $293,203 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $34,831 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (241 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIDS PROJECT NEW HAVEN INC | ||||||||
| 1302 CHAPEL STREET | NEW HAVEN | CT | 06511 | 222506184 | 501(C)(3) | $478,992 | SUBAWARD - SPONSORED RESEARCH | |
| ALERE WELLBEING INC | ||||||||
| 999 THIRD AVENUE SUITE 2700 | SEATTLE | WA | 98104 | 200231080 | $30,866 | SUBAWARD - SPONSORED RESEARCH | ||
| ALLIANCE FOR EPILEPSY RESEARCH | ||||||||
| 18522 S STATE ROUTE D | BELTON | MO | 64012 | 431760017 | 501(C)(3) | $20,000 | SUBAWARD - SPONSORED RESEARCH | |
| AMERICAN COLLEGE OF RADIOLOGY | ||||||||
| 1818 MARKET STREET SUITE 1720 | PHILADELPHIA | PA | 19103 | 362261602 | 501(C)(3) | $24,737 | SUBAWARD - SPONSORED RESEARCH | |
| AMERICAN PSYCHOSOCIAL ONCOLOGY SOCIETY | ||||||||
| 154 HANSEN ROAD SUITE 201 | CHARLOTTESVILLE | VA | 22911 | 043720121 | 501(C)(3) | $83,174 | SUBAWARD - SPONSORED RESEARCH | |
| AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES | ||||||||
| 2025 E STREET NW | WASHINGTON | DC | 200065009 | 530196605 | 501(C)(3) | $585,772 | SUBAWARD - SPONSORED RESEARCH | |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | ||||||||
| 225 EAST CHICAGO AVENUE BOX 205 | CHICAGO | IL | 606112606 | 362170833 | 501(C)(3) | $46,195 | SUBAWARD - SPONSORED RESEARCH | |
| APT FOUNDATION INC | ||||||||
| ONE LONG WHARF DRIVE SUITE 321 | NEW HAVEN | CT | 06511 | 237061218 | 501(C)(3) | $582,168 | SUBAWARD - SPONSORED RESEARCH | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 876011 | TEMPE | AZ | 852876011 | 860196696 | STATE OF AZ | $48,789 | SUBAWARD - SPONSORED RESEARCH | |
| ATLANTA RESEARCH & EDUCATION FOUNDATION INC | ||||||||
| 1902 CLAIRMONT ROAD | DECATUR | GA | 30033 | 581857346 | 501(C)(3) | $126,958 | SUBAWARD - SPONSORED RESEARCH | |
| BALTIMORE RESEARCH & EDUCATION FOUNDATION INC | ||||||||
| 10 NORTH GREENE STREET | BALTIMORE | MD | 21201 | 521705976 | 501(C)(3) | $54,767 | SUBAWARD - SPONSORED RESEARCH | |
| BANNER HEALTH | ||||||||
| 901 E WILLETTA STREET | PHOENIX | AZ | 85006 | 450233470 | 501(C)(3) | $88,450 | SUBAWARD - SPONSORED RESEARCH | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | 741613878 | 501(C)(3) | $515,460 | SUBAWARD - SPONSORED RESEARCH | |
| BAYLOR UNIVERSITY | ||||||||
| ONE BEAR PLACE 97041 | WACO | TX | 767987041 | 741159753 | 501(C)(3) | $350,868 | SUBAWARD - SPONSORED RESEARCH | |
| BAYSTATE MEDICAL CENTER INC | ||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042790311 | 501(C)(3) | $27,490 | SUBAWARD - SPONSORED RESEARCH | |
| BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 910103000 | 953432210 | 501(C)(3) | $9,890 | SUBAWARD - SPONSORED RESEARCH | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042103881 | 501(C)(3) | $333,980 | SUBAWARD - SPONSORED RESEARCH | |
| BLOODWORKS | ||||||||
| 1551 EASTLAKE AVENUE SUITE 100 | SEATTLE | WA | 98102 | 911019655 | 501(C)(3) | $31,556 | SUBAWARD - SPONSORED RESEARCH | |
| BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION | ||||||||
| 4505 MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | 886000024 | 501(C)(3) | $44,400 | SUBAWARD - SPONSORED RESEARCH | |
| BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC | ||||||||
| 533 TOWER ROAD | ITHACA | NY | 14853 | 131739923 | 501(C)(3) | $93,300 | SUBAWARD - SPONSORED RESEARCH | |
| BRANDEIS UNIVERSITY | ||||||||
| PO BOX 549110 | WALTHAM | MA | 024549110 | 042103552 | 501(C)(3) | $66,151 | SUBAWARD - SPONSORED RESEARCH | |
| BRENTWOOD BIOMEDICAL RESEARCH INSTITUTE INC | ||||||||
| PO BOX 25027 | LOS ANGELES | CA | 90025 | 954183712 | 501(C)(3) | $74,186 | SUBAWARD - SPONSORED RESEARCH | |
| BRIDGEPORT BOARD OF EDUCATION | ||||||||
| 45 LYON TERRACE | BRIDGEPORT | CT | 06604 | 066001865 | CITY-BRIDGEPORT | $207,627 | SUBAWARD - SPONSORED RESEARCH | |
| BRIDGEPORT HOSPITAL | ||||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | 060646554 | 501(C)(3) | $50,712 | SUBAWARD - SPONSORED RESEARCH | |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVILLE | MA | 02145 | 042312909 | 501(C)(3) | $76,715 | SUBAWARD - SPONSORED RESEARCH | |
| BROOKHAVEN NATIONAL LABORATORY | ||||||||
| 20 BROOKHAVEN AVENUE | UPTON | NY | 119735000 | 113403915 | US GOVT | $89,166 | SUBAWARD - SPONSORED RESEARCH | |
| BROWN UNIVERSITY | ||||||||
| PO BOX 1911 | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $1,217,540 | SUBAWARD - SPONSORED RESEARCH | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| PO BOX 371032 | PITTSBURGH | PA | 152507032 | 250969449 | 501(C)(3) | $17,459 | SUBAWARD - SPONSORED RESEARCH | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $52,442 | SUBAWARD - SPONSORED RESEARCH | |
| CHILDREN'S HOSPITAL CORPORATION | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $862,297 | SUBAWARD - SPONSORED RESEARCH | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | 951690977 | 501(C)(3) | $75,035 | SUBAWARD - SPONSORED RESEARCH | |
| CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $66,338 | SUBAWARD - SPONSORED RESEARCH | |
| CHILDREN'S RESEARCH INSTITUTE | ||||||||
| 111 MICHIGAN AVENUE NW | WASHINGTON | DC | 200102970 | 521654453 | 501(C)(3) | $55,267 | SUBAWARD - SPONSORED RESEARCH | |
| CITY OF NEW HAVEN | ||||||||
| 54 MEADOW STREET | NEW HAVEN | CT | 06519 | 066001876 | CITY-NEW HAVEN | $615,531 | SUBAWARD - SPONSORED RESEARCH | |
| CLIFFORD W BEERS GUIDANCE CLINIC INC | ||||||||
| 93 EDWARDS STREET | NEW HAVEN | CT | 06511 | 060646757 | 501(C)(3) | $282,420 | SUBAWARD - SPONSORED RESEARCH | |
| COLORADO SCHOOL OF MINES | ||||||||
| PO BOX 911911 | DENVER | CO | 802911911 | 846000551 | STATE OF CO | $352,437 | SUBAWARD - SPONSORED RESEARCH | |
| COLORADO STATE UNIVERSITY | ||||||||
| 2002 CAMPUS DELIVERY | FORT COLLINS | CO | 805232002 | 846000545 | STATE OF CO | $100,528 | SUBAWARD - SPONSORED RESEARCH | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 WEST 131ST STREET | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $1,102,201 | SUBAWARD - SPONSORED RESEARCH | |
| COMMUNITY HEALTH CENTER | ||||||||
| 635 MAIN STREET | MIDDLETOWN | CT | 06457 | 060897105 | 501(C)(3) | $40,000 | SUBAWARD - SPONSORED RESEARCH | |
| CORNELL SCOTT-HILL HEALTH CORPORATION | ||||||||
| 400 COLUMBUS AVENUE 2ND FLOOR | NEW HAVEN | CT | 06519 | 060870990 | 501(C)(3) | $184,419 | SUBAWARD - SPONSORED RESEARCH | |
| CORNELL UNIVERSITY | ||||||||
| PO BOX 22 | ITHACA | NY | 148510022 | 150532082 | 501(C)(3) | $652,255 | SUBAWARD - SPONSORED RESEARCH | |
| CSU FULLERTON AUXILIARY SERVICES COROPORATION | ||||||||
| 2600 NUTWOOD AVENUE | FULLERTON | CA | 92831 | 952081258 | 501(C)(3) | $10,100 | SUBAWARD - SPONSORED RESEARCH | |
| DALLAS VA RESEARCH CORPORATION | ||||||||
| PO BOX 397776 | DALLAS | TX | 75339 | 752329831 | 501(C)(3) | $80,036 | SUBAWARD - SPONSORED RESEARCH | |
| DANA-FARBER CANCER INSTITUTE INC | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042263040 | 501(C)(3) | $7,171 | SUBAWARD - SPONSORED RESEARCH | |
| DARTMOUTH COLLEGE | ||||||||
| 11 ROPE FERRY ROAD | HANOVER | NH | 037551404 | 020222111 | 501(C)(3) | $48,093 | SUBAWARD - SPONSORED RESEARCH | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 NORTH WATSON ROAD | ST LOUIS | MO | 63132 | 311584621 | 501(C)(3) | $526,630 | SUBAWARD - SPONSORED RESEARCH | |
| DUKE UNIVERSITY | ||||||||
| 324 BLACKWELL STREET | DURHAM | NC | 27701 | 560532129 | 501(C)(3) | $1,198,394 | SUBAWARD - SPONSORED RESEARCH | |
| EAST CAROLINA UNIVERSITY | ||||||||
| 2200 S CHARLES BLVD | GREENVILLE | NC | 278584353 | 566000403 | STATE OF NC | $29,845 | SUBAWARD - SPONSORED RESEARCH | |
| EDUCATION DEVELOPMENT CENTER INC | ||||||||
| 43 FOUNDRY AVENUE | WALTHAM | MA | 024538313 | 042241718 | 501(C)(3) | $37,511 | SUBAWARD - SPONSORED RESEARCH | |
| EMORY UNIVERSITY | ||||||||
| PO BOX 935084 | ATLANTA | GA | 311935084 | 580566256 | 501(C)(3) | $197,533 | SUBAWARD - SPONSORED RESEARCH | |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | ||||||||
| 374 GRAND AVENUE | NEW HAVEN | CT | 06513 | 060883545 | 501(C)(3) | $342,372 | SUBAWARD - SPONSORED RESEARCH | |
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | STATE OF VA | $223,301 | SUBAWARD - SPONSORED RESEARCH | |
| GEORGIA REGENTS RESEARCH INSTITUTE INC | ||||||||
| PO BOX 945552 | ATLANTA | GA | 30394 | 581418202 | 501(C)(3) | $126,831 | SUBAWARD - SPONSORED RESEARCH | |
| GLOBAL HEALTHY LIVING FOUNDATION INC | ||||||||
| 515 N MIDLAND AVENUE | UPPER NYACK | NY | 10960 | 204039120 | 501(C)(3) | $16,349 | SUBAWARD - SPONSORED RESEARCH | |
| GRIFFIN HOSPITAL | ||||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | 060647014 | 501(C)(3) | $835,841 | SUBAWARD - SPONSORED RESEARCH | |
| H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC | ||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | 501(C)(3) | $11,710 | SUBAWARD - SPONSORED RESEARCH | |
| HARTFORD HOSPITAL | ||||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 061025037 | 060646668 | 501(C)(3) | $1,006,611 | SUBAWARD - SPONSORED RESEARCH | |
| HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE | ||||||||
| 6720A ROCKLEDGE DRIVE SUITE 100 | BETHESDA | MD | 20817 | 521317896 | 501(C)(3) | $119,515 | SUBAWARD - SPONSORED RESEARCH | |
| HYPERTROPHIC CARDIOMYOPATHY ASSOCIATION | ||||||||
| 322 GREEN POND ROAD SUITE 200 | HIBERNIA | NJ | 07842 | 411855605 | 501(C)(3) | $9,661 | SUBAWARD - SPONSORED RESEARCH | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 100296574 | 136171197 | 501(C)(3) | $65,574 | SUBAWARD - SPONSORED RESEARCH | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||
| 7562 SOLUTION CENTER | CHICAGO | IL | 606777005 | 362170136 | 501(C)(3) | $14,403 | SUBAWARD - SPONSORED RESEARCH | |
| INDIANA UNIVERSITY | ||||||||
| 400 EAST SEVENTH STREET | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | $22,837 | SUBAWARD - SPONSORED RESEARCH | |
| INNOVATIONS FOR POVERTY ACTION | ||||||||
| 101 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | 061660068 | 501(C)(3) | $1,333,729 | SUBAWARD - SPONSORED RESEARCH | |
| INSTITUTE FOR CLINICAL RESEARCH INC | ||||||||
| PO BOX 29545 | WASHINGTON | DC | 200170745 | 521336656 | 501(C)(3) | $108,035 | SUBAWARD - SPONSORED RESEARCH | |
| INSTITUTE FOR COMMUNITY RESEARCH INC | ||||||||
| 2 HARTFORD SQUARE WEST SUITE 100 | HARTFORD | CT | 061065128 | 060653116 | 501(C)(3) | $43,882 | SUBAWARD - SPONSORED RESEARCH | |
| IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY | ||||||||
| 3609 ADMINISTRATIVE SVCS BLDG | AMES | IA | 500113609 | 426004224 | STATE OF IA | $101,549 | SUBAWARD - SPONSORED RESEARCH | |
| J CRAIG VENTER INSTITUTE | ||||||||
| 9704 MEDICAL CENTER DRIVE | ROCKVILLE | MD | 20850 | 521842938 | 501(C)(3) | $461,744 | SUBAWARD - SPONSORED RESEARCH | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $401,230 | SUBAWARD - SPONSORED RESEARCH | |
| JOSLIN DIABETES CENTER INC | ||||||||
| ONE JOSLIN PLACE | BOSTON | MA | 022155306 | 042203836 | 501(C)(3) | $24,000 | SUBAWARD - SPONSORED RESEARCH | |
| JUNTA FOR PROGRESSIVE ACTION INC | ||||||||
| 169 GRAND AVENUE | NEW HAVEN | CT | 06513 | 237066862 | 501(C)(3) | $120,151 | SUBAWARD - SPONSORED RESEARCH | |
| KAISER FOUNDATION HOSPITALS | ||||||||
| 1800 HARRISON STREET | OAKLAND | CA | 946123433 | 941105628 | 501(C)(3) | $48,289 | SUBAWARD - SPONSORED RESEARCH | |
| LIBERTY COMMUNITY SERVICES | ||||||||
| 129 CHURCH STREET | NEW HAVEN | CT | 06510 | 222849124 | 501(C)(3) | $261,666 | SUBAWARD - SPONSORED RESEARCH | |
| LOVELACE BIOMEDICAL AND ENVIRONMENTAL INSTITUTE | ||||||||
| 2425 RIDGECREST DRIVE SE | ALBUQUERQUE | NM | 87108 | 510154068 | 501(C)(3) | $9,060 | SUBAWARD - SPONSORED RESEARCH | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 50 STANIFORD STREET | BOSTON | MA | 02114 | 042697983 | 501(C)(3) | $1,917,889 | SUBAWARD - SPONSORED RESEARCH | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $915,824 | SUBAWARD - SPONSORED RESEARCH | |
| MAYO CLINIC | ||||||||
| PO BOX 4006 | ROCHESTER | MN | 559034006 | 416011702 | 501(C)(3) | $162,210 | SUBAWARD - SPONSORED RESEARCH | |
| MAYO CLINIC ARIZONA | ||||||||
| 13400 EAST SHEA BLVD | SCOTTSDALE | AZ | 85259 | 860800150 | 501(C)(3) | $17,155 | SUBAWARD - SPONSORED RESEARCH | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 19 HAGOOD AVENUE | CHARLESTON | SC | 294258170 | 576000722 | STATE OF SC | $47,786 | SUBAWARD - SPONSORED RESEARCH | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 26338 | NEW YORK | NY | 10087 | 131924236 | 501(C)(3) | $639,176 | SUBAWARD - SPONSORED RESEARCH | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 301 ADMINISTRATION BLDG | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $91,424 | SUBAWARD - SPONSORED RESEARCH | |
| MIDWESTERN CONNECTICUT COUNCIL ON ALCOHOLISM INC | ||||||||
| 38 OLD RIDGEBURY ROAD | DANBURY | CT | 06810 | 060890278 | 501(C)(3) | $67,375 | SUBAWARD - SPONSORED RESEARCH | |
| MIRAGEN THERAPEUTICS INC | ||||||||
| 6200 LOOKOUT ROAD | BOULDER | CO | 80301 | 204362468 | $33,472 | SUBAWARD - SPONSORED RESEARCH | ||
| MISSION ASSET FUND | ||||||||
| 3269 MISSION STREET | SAN FRANCISCO | CA | 94110 | 208993652 | 501(C)(3) | $10,980 | SUBAWARD - SPONSORED RESEARCH | |
| MONTANA STATE UNIVERSITY | ||||||||
| 309 MONTANA HALL | BOZEMAN | MT | 597172470 | 816010045 | STATE OF MT | $79,604 | SUBAWARD - SPONSORED RESEARCH | |
| NARROWS INSTITUTE FOR BIOMEDICAL RESEARCH INC | ||||||||
| 800 POLY PLACE | BROOKLYN | NY | 11209 | 113059470 | 501(C)(3) | $170,608 | SUBAWARD - SPONSORED RESEARCH | |
| NATIONAL DIAPER BANK NETWORK INC | ||||||||
| 129 CHURCH STREET SUITE 611 | NEW HAVEN | CT | 06510 | 452823935 | 501(C)(3) | $32,443 | SUBAWARD - SPONSORED RESEARCH | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | 742044647 | 501(C)(3) | $126,537 | SUBAWARD - SPONSORED RESEARCH | |
| NEW HAVEN DIAPER BANK INCORPORATED | ||||||||
| PO BOX 9017 | NEW HAVEN | CT | 06532 | 201179912 | 501(C)(3) | $33,682 | SUBAWARD - SPONSORED RESEARCH | |
| NEW HAVEN FAMILY ALLIANCE INC | ||||||||
| 230 ASHMUN STREET | NEW HAVEN | CT | 06511 | 061324343 | 501(C)(3) | $247,270 | SUBAWARD - SPONSORED RESEARCH | |
| NEW REACH INC | ||||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | 223037451 | 501(C)(3) | $53,212 | SUBAWARD - SPONSORED RESEARCH | |
| NEW YORK GENOME CENTER INC | ||||||||
| 101 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | 800631734 | 501(C)(3) | $151,800 | SUBAWARD - SPONSORED RESEARCH | |
| NEW YORK UNIVERSITY | ||||||||
| 105 E 17TH STREET | NEW YORK | NY | 10003 | 135562308 | 501(C)(3) | $591,160 | SUBAWARD - SPONSORED RESEARCH | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| CAMPUS BOX 7203 | RALEIGH | NC | 276957203 | 566000756 | STATE OF NC | $15,727 | SUBAWARD - SPONSORED RESEARCH | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $57,787 | SUBAWARD - SPONSORED RESEARCH | |
| NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC | ||||||||
| 4150 CLEMENT STREET | SAN FRANCISCO | CA | 94121 | 943084159 | 501(C)(3) | $20,157 | SUBAWARD - SPONSORED RESEARCH | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK STREET | EVANSTON | IL | 602081112 | 362167817 | 501(C)(3) | $27,928 | SUBAWARD - SPONSORED RESEARCH | |
| OAKLAND UNIVERSITY | ||||||||
| 530 WILSON HALL | ROCHESTER | MI | 48309 | 381714400 | STATE OF MI | $200,124 | SUBAWARD - SPONSORED RESEARCH | |
| OCEAN STATE RESEARCH INSTITUTE INC | ||||||||
| 830 CHALKSTONE AVENUE | PROVIDENCE | RI | 029084734 | 050440574 | 501(C)(3) | $15,777 | SUBAWARD - SPONSORED RESEARCH | |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||
| 3181 SW SAM JACKSON PARK ROAD | PORTLAND | OR | 97239 | 931176109 | STATE OF OR | $13,038 | SUBAWARD - SPONSORED RESEARCH | |
| OREGON STATE UNIVERSITY | ||||||||
| PO BOX 1086 | CORVALLIS | OR | 973391086 | 481278540 | STATE OF OR | $10,251 | SUBAWARD - SPONSORED RESEARCH | |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||
| 500 UNIVERSITY DRIVE | HERSHEY | PA | 17033 | 246000376 | STATE OF PA | $138,082 | SUBAWARD - SPONSORED RESEARCH | |
| PHILIPS ELECTRONICS NORTH AMERICA CORPORATION | ||||||||
| 2 CANAL PARK | CAMBRIDGE | MA | 02141 | 133429115 | $72,618 | SUBAWARD - SPONSORED RESEARCH | ||
| PHOTON ACQUISITION CORPORATION | ||||||||
| 10420 RESEARCH ROAD SE | ALBUQUERQUE | NM | 87123 | 471941203 | $158,861 | SUBAWARD - SPONSORED RESEARCH | ||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE THIRD | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $1,415,189 | SUBAWARD - SPONSORED RESEARCH | FLOOR |
| PURDUE UNIVERSITY | ||||||||
| 401 S GRANT STREET | WEST LAFAYETTE | IN | 479072024 | 356002041 | 501(C)(3) | $129,195 | SUBAWARD - SPONSORED RESEARCH | |
| RECOVERY NETWORK OF PROGRAMS INC | ||||||||
| 2 RESEARCH DRIVE | STRATFORD | CT | 06615 | 060910080 | 501(C)(3) | $147,792 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE | ||||||||
| 5251 CALIFORNIA AVENUE | IRVINE | CA | 92617 | 952226406 | 501(C)(3) | $401,844 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 920930009 | 956006144 | 501(C)(3) | $1,324,490 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| PO BOX 989062 | WEST SACRAMENTO | CA | 957989062 | 946036494 | 501(C)(3) | $22,202 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 900959000 | 956006143 | 501(C)(3) | $1,334,191 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 1855 FOLSOM STREET | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | $1,096,234 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF COLORADO | ||||||||
| PO BOX 910238 | DENVER | CO | 802910238 | 846000555 | 501(C)(3) | $588,259 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 24 FRANK LLOYD WRIGHT DRIVE | ANN ARBOR | MI | 48106 | 386006309 | 501(C)(3) | $291,935 | SUBAWARD - SPONSORED RESEARCH | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | ||||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 554855957 | 416007513 | STATE OF MN | $187,085 | SUBAWARD - SPONSORED RESEARCH | |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | ||||||||
| 230 WEST 41ST STREET | NEW YORK | NY | 10036 | 131988190 | 501(C)(3) | $7,977 | SUBAWARD - SPONSORED RESEARCH | |
| RHODE ISLAND HOSPITAL | ||||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | 050258954 | 501(C)(3) | $27,031 | SUBAWARD - SPONSORED RESEARCH | |
| RUTGERS THE STATE UNIVERSITY | ||||||||
| 3 RUTGERS PLAZA | NEW BRUNSWICK | NJ | 08901 | 226001086 | 501(C)(3) | $297,140 | SUBAWARD - SPONSORED RESEARCH | |
| SAGE ANALYTICA | ||||||||
| 4915 ST ELMO AVENUE SUITE 205 | BETHESDA | MD | 20814 | 260603861 | $297,130 | SUBAWARD - SPONSORED RESEARCH | ||
| SANFORD BURNHAM MEDICAL DISCOVERY INSTITUTE | ||||||||
| 10901 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 510197108 | 501(C)(3) | $37,564 | SUBAWARD - SPONSORED RESEARCH | |
| SEATTLE CHILDREN'S HOSPITAL | ||||||||
| PO BOX 24728 | SEATTLE | WA | 981240728 | 910564748 | 501(C)(3) | $748,191 | SUBAWARD - SPONSORED RESEARCH | |
| SEPULVEDA RESEARCH CORPORATION | ||||||||
| 16111 PLUMMER STREET | NORTH HILLS | CA | 91343 | 954246275 | 501(C)(3) | $121,650 | SUBAWARD - SPONSORED RESEARCH | |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | 141338562 | 501(C)(3) | $20,900 | SUBAWARD - SPONSORED RESEARCH | |
| SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH | ||||||||
| PO BOX 27084 | NEW YORK | NY | 10087 | 131624182 | 501(C)(3) | $107,818 | SUBAWARD - SPONSORED RESEARCH | |
| SMART POWER INC | ||||||||
| 1120 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | 030375454 | 501(C)(3) | $62,063 | SUBAWARD - SPONSORED RESEARCH | |
| SMITHSONIAN INSTITUTION | ||||||||
| 1000 JEFFERSON DRIVE | WASHINGTON | DC | 20560 | 530206027 | 501(C)(3) | $489,504 | SUBAWARD - SPONSORED RESEARCH | |
| SOCIAL SCIENCE RESEARCH COUNCIL | ||||||||
| ONE PIERREPONT PLAZA | BROOKLYN | NY | 11201 | 131325070 | 501(C)(3) | $202,493 | SUBAWARD - SPONSORED RESEARCH | |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | ||||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 065151355 | 061363115 | STATE OF CT | $259,219 | SUBAWARD - SPONSORED RESEARCH | |
| STANFORD UNIVERSITY | ||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $676,269 | SUBAWARD - SPONSORED RESEARCH | |
| STATE OF CONNECTICUT | ||||||||
| 24 WOLCOTT HILL ROAD | WETHERSFIELD | CT | 061091152 | 066000798 | STATE OF CT | $106,837 | SUBAWARD - SPONSORED RESEARCH | |
| TAMPA VA RESEARCH AND EDUCATION FOUNDATION INC | ||||||||
| 5620 E FOWLER AVENUE | TEMPLE TERRACE | FL | 33617 | 593444354 | 501(C)(3) | $118,472 | SUBAWARD - SPONSORED RESEARCH | |
| TEMPLE UNIVERSITY | ||||||||
| 3401 N BROAD STREET | PHILADELPHIA | PA | 19140 | 231365971 | 501(C)(3) | $257,037 | SUBAWARD - SPONSORED RESEARCH | |
| TEXAS A & M UNIVERSITY | ||||||||
| 400 HARVEY MITCHELL PKWY | COLLEGE STATION | TX | 778454375 | 746000531 | 501(C)(3) | $51,963 | SUBAWARD - SPONSORED RESEARCH | |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | 746002248 | STATE OF TX | $18,940 | SUBAWARD - SPONSORED RESEARCH | |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| PO BOX 20787 | SPRINGFIELD | IL | 627080787 | 376000511 | 501(C)(3) | $19,914 | SUBAWARD - SPONSORED RESEARCH | |
| THE BROAD INSTITUTE INC | ||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | 263428781 | 501(C)(3) | $44,248 | SUBAWARD - SPONSORED RESEARCH | |
| THE BRONX VETERANS MEDICAL RESEARCH FOUNDATION INC | ||||||||
| 130 W KINGSBRIDGE ROAD | BRONX | NY | 10468 | 133699250 | 501(C)(3) | $98,278 | SUBAWARD - SPONSORED RESEARCH | |
| THE COLLEGE OF NEW JERSEY | ||||||||
| PO BOX 7718 | EWING | NJ | 086280718 | 222797398 | STATE OF NJ | $17,090 | SUBAWARD - SPONSORED RESEARCH | |
| THE CONNECTICUT CENTER FOR PRIMARY CARE INC | ||||||||
| PO BOX 762 | FARMINGTON | CT | 06034 | 030441188 | 501(C)(3) | $93,929 | SUBAWARD - SPONSORED RESEARCH | |
| THE CORPORATION OF MERCER UNIVERSITY | ||||||||
| 1501 MERCER UNIVERSITY DRIVE | MACON | GA | 312070001 | 580566167 | 501(C)(3) | $10,213 | SUBAWARD - SPONSORED RESEARCH | |
| THE GEORGE WASHINGTON UNIVERSITY | ||||||||
| 44983 KNOLL SQUARE | ASHBURN | VA | 20147 | 530196584 | 501(C)(3) | $135,973 | SUBAWARD - SPONSORED RESEARCH | |
| THE HEBREW HOME FOR THE AGED AT RIVERDALE | ||||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | 131739971 | 501(C)(3) | $51,299 | SUBAWARD - SPONSORED RESEARCH | |
| THE HEKTOEN INSTITUTE OF MEDICINE | ||||||||
| 2240 WEST OGDEN AVENUE | CHICAGO | IL | 60612 | 362244897 | 501(C)(3) | $5,247 | SUBAWARD - SPONSORED RESEARCH | |
| THE HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | 136714749 | 501(C)(3) | $25,141 | SUBAWARD - SPONSORED RESEARCH | |
| THE HOWARD UNIVERSITY | ||||||||
| 525 BRYANT STREET NW SUITE 137 | WASHINGTON | DC | 20059 | 530204707 | 501(C)(3) | $5,667 | SUBAWARD - SPONSORED RESEARCH | |
| THE JACKSON LABORATORY | ||||||||
| 610 MAIN STREET | BAR HARBOR | ME | 046091500 | 010211513 | 501(C)(3) | $43,176 | SUBAWARD - SPONSORED RESEARCH | |
| THE JOHN B PIERCE LABORATORY INC | ||||||||
| 290 CONGRESS AVENUE | NEW HAVEN | CT | 06519 | 060646780 | 501(C)(3) | $257,314 | SUBAWARD - SPONSORED RESEARCH | |
| THE POPULATION COUNCIL INC | ||||||||
| 1 DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | 131687001 | 501(C)(3) | $42,662 | SUBAWARD - SPONSORED RESEARCH | |
| THE MCLEAN HOSPITAL CORPORATION | ||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 042697981 | 501(C)(3) | $25,908 | SUBAWARD - SPONSORED RESEARCH | |
| THE RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL | ||||||||
| PO BOX 781653 | DETROIT | MI | 482781653 | 316056230 | 501(C)(3) | $85,217 | SUBAWARD - SPONSORED RESEARCH | |
| THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | ||||||||
| 35 STATE STREET | ALBANY | NY | 12207 | 141368361 | 501(C)(3) | $21,083 | SUBAWARD - SPONSORED RESEARCH | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10021 | 131624158 | 501(C)(3) | $29,667 | SUBAWARD - SPONSORED RESEARCH | |
| THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE | ||||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 85004 | 753065445 | 501(C)(3) | $13,588 | SUBAWARD - SPONSORED RESEARCH | |
| THIRD SECTOR CAPITAL PARTNERS INC | ||||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | 461301032 | 501(C)(3) | $164,115 | SUBAWARD - SPONSORED RESEARCH | |
| TRUSTEES OF BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | BOSTON | MA | 02467 | 042103545 | 501(C)(3) | $12,263 | SUBAWARD - SPONSORED RESEARCH | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 022151303 | 042103547 | 501(C)(3) | $214,207 | SUBAWARD - SPONSORED RESEARCH | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | 231352685 | 501(C)(3) | $483,485 | SUBAWARD - SPONSORED RESEARCH | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 5 NEW SOUTH BLDG | PRINCETON | NJ | 085445292 | 210634501 | 501(C)(3) | $39,976 | SUBAWARD - SPONSORED RESEARCH | |
| TUFTS MEDICAL CENTER INC | ||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043400617 | 501(C)(3) | $6,512 | SUBAWARD - SPONSORED RESEARCH | |
| TUFTS UNIVERSITY | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | 042103634 | 501(C)(3) | $18,870 | SUBAWARD - SPONSORED RESEARCH | |
| UNITED STATES DEPARTMENT OF THE INTERIOR | ||||||||
| 271 NATIONAL CENTER | RESTON | VA | 20192 | 530196958 | US GOVT | $20,000 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH | ||||||||
| PO BOX 3000 | BOULDER | CO | 803073000 | 840412668 | 501(C)(3) | $18,033 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||
| 1530 3RD AVENUE SOUTH | BIRMINGHAM | AL | 352940109 | 636005396 | 501(C)(3) | $16,343 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1303 E UNIVERSITY BLVD | TUCSON | AZ | 857190521 | 866004791 | STATE OF AZ | $23,025 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES | ||||||||
| 4301 W MARKHAM STREET | LITTLE ROCK | AR | 72205 | 716046242 | STATE OF AR | $5,462 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF CHICAGO | ||||||||
| 6054 S DREXEL AVENUE | CHICAGO | IL | 606372612 | 362177139 | 501(C)(3) | $56,718 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF CINCINNATI | ||||||||
| PO BOX 932641 | CLEVELAND | OH | 44193 | 316000989 | STATE OF OH | $39,187 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 438 WHITNEY AVENUE | STORRS | CT | 062691133 | 060772160 | STATE OF CT | $223,650 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER | ||||||||
| 263 FARMINGTON AVENUE | FARMINGTON | CT | 06032 | 521725543 | STATE OF CT | $991,539 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF FLORIDA | ||||||||
| 123 GRINTER HALL PO BOX 113001 | GAINESVILLE | FL | 32611 | 596002052 | STATE OF FL | $41,350 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF GEORGIA RESEARCH FOUNDATION | ||||||||
| 240A RIVERBEND ROAD | ATHENS | GA | 306025333 | 581353149 | 501(C)(3) | $24,186 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF HAWAII | ||||||||
| 2600 CAMPUS ROAD | HONOLULU | HI | 96822 | 996000354 | STATE OF HI | $24,938 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF IOWA | ||||||||
| 105 JESSUP HALL | IOWA CITY | IA | 52242 | 426004813 | STATE OF IA | $160,954 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE | ||||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | 481108830 | 501(C)(3) | $5,464 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | ||||||||
| 301 PETERSON SERVICE BUILDING | LEXINGTON | KY | 405060005 | 616033693 | 501(C)(3) | $10,851 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF MAINE SYSTEM INC | ||||||||
| 5717 CORBETT HALL | ORONO | ME | 044695717 | 016000769 | 501(C)(3) | $49,141 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF MARYLAND | ||||||||
| 3112 LEE BUILDING | COLLEGE PARK | MD | 207425141 | 526002033 | STATE OF MD | $35,522 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP | ||||||||
| PO BOX 41428 | BALTIMORE | MD | 212036428 | 521362793 | 501(C)(3) | $9,297 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 405 GOODELL BUILDING 140 HICKS WAY | AMHERST | MA | 010039272 | 043167352 | STATE OF MA | $301,994 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242912 | 590624458 | 501(C)(3) | $176,188 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| 104B MARKET STREET | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $48,628 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 836A GRACE HALL | NOTRE DAME | IN | 465565612 | 350868188 | 501(C)(3) | $21,039 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF OKLAHOMA | ||||||||
| PO BOX 26907 | OKLAHOMA CITY | OK | 731260901 | 736017987 | STATE OF OK | $50,952 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| PO BOX 371220 | PITTSBURGH | PA | 152517220 | 250965591 | 501(C)(3) | $544,691 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF PUERTO RICO | ||||||||
| PO BOX 365067 | SAN JUAN | PR | 009365067 | 660433760 | PUERTO RICO | $124,648 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF RHODE ISLAND | ||||||||
| 70 LOWER COLLEGE ROAD | KINGSTON | RI | 028810811 | 056000522 | 501(C)(3) | $392,176 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF ROCHESTER | ||||||||
| 601 ELMWOOD AVENUE BOX 673 | ROCHESTER | NY | 146428670 | 160743209 | 501(C)(3) | $83,835 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 1600 HAMPTON STREET | COLUMBIA | SC | 29208 | 576001153 | STATE OF SC | $67,523 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY GARDENS | LOS ANGELES | CA | 900898003 | 951642394 | 501(C)(3) | $1,787,693 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS | ||||||||
| PO BOX 7159 | AUSTIN | TX | 787137159 | 746000203 | STATE OF TX | $254,869 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO | ||||||||
| PO BOX 1898 | SAN ANTONIO | TX | 782971898 | 741586031 | 501(C)(3) | $328,540 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 4390 | HOUSTON | TX | 772104390 | 746001118 | 501(C)(3) | $129,638 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS MEDICAL BRANCH | ||||||||
| PO BOX 660120 | DALLAS | TX | 752660120 | 746000949 | STATE OF TX | $74,497 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY | ||||||||
| ONE WEST UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | 465292740 | 501(C)(3) | $36,293 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER | ||||||||
| PO BOX 841753 | DALLAS | TX | 752841753 | 756002868 | STATE OF TX | $5,253 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF THE VIRGIN ISLANDS | ||||||||
| 2 JOHN BREWERS BAY | ST THOMAS | VI | 008029990 | 660432514 | 501(C)(3) | $74,334 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF UTAH | ||||||||
| 201 S PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 841129020 | 876000525 | 501(C)(3) | $9,098 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE | ||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 054050160 | 030179440 | 501(C)(3) | $471,128 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 229044195 | 546001796 | 501(C)(3) | $238,985 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF WASHINGTON | ||||||||
| PO BOX 354966 | SEATTLE | WA | 981954966 | 916001537 | STATE OF WA | $1,353,896 | SUBAWARD - SPONSORED RESEARCH | |
| UNIVERSITY OF WISCONSIN SYSTEM | ||||||||
| 750 HIGHLAND AVENUE | MADISON | WI | 53705 | 391805963 | STATE OF WI | $283,040 | SUBAWARD - SPONSORED RESEARCH | |
| US CIVILIAN RESEARCH AND DEVELOPMENT FOUNDATION | ||||||||
| 1776 WILSON BLVD | ARLINGTON | VA | 22209 | 541773406 | 501(C)(3) | $165,851 | SUBAWARD - SPONSORED RESEARCH | |
| UTAH STATE UNIVERSITY | ||||||||
| 2400 OLD MAIN HILL | LOGAN | UT | 843222400 | 876000528 | 501(C)(3) | $52,759 | SUBAWARD - SPONSORED RESEARCH | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 372407756 | 620476822 | 501(C)(3) | $397,119 | SUBAWARD - SPONSORED RESEARCH | |
| VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO | ||||||||
| 3350 LA JOLLA VILLAGE DRIVE | SAN DIEGO | CA | 921610001 | 330189397 | 501(C)(3) | $172,875 | SUBAWARD - SPONSORED RESEARCH | |
| WASHINGTON UNIVERSITY | ||||||||
| 700 ROSEDALE AVENUE | ST LOUIS | MO | 631121408 | 430653611 | 501(C)(3) | $176,282 | SUBAWARD - SPONSORED RESEARCH | |
| WAYNE STATE UNIVERSITY | ||||||||
| 5057 WOODWARD AVENUE | DETROIT | MI | 48202 | 386028429 | 501(C)(3) | $194,236 | SUBAWARD - SPONSORED RESEARCH | |
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | ||||||||
| 575 LEXINGTON AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | 131623978 | 501(C)(3) | $128,005 | SUBAWARD - SPONSORED RESEARCH | |
| YALE NEW HAVEN HEALTH SERVICES CORP | ||||||||
| 1 CHURCH STREET | NEW HAVEN | CT | 06510 | 222529464 | 501(C)(3) | $140,237 | SUBAWARD - SPONSORED RESEARCH | |
| DOROT INC | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | 133264005 | 501(C)(3) | $50,000 | DAF DISTRIBUTIONS | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | 521744337 | 501(C)(3) | $60,000 | DAF DISTRIBUTIONS | |
| THE UNIVERSITY OF CONNECTICUT FOUNDATION INC | ||||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | 066070722 | 501(C)(3) | $300,000 | DAF DISTRIBUTIONS | |
| UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | 510172429 | 501(C)(3) | $100,000 | DAF DISTRIBUTIONS | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $100,000 | DAF DISTRIBUTIONS | |
| ALL OUR KIN INC | ||||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | 061539280 | 501(C)(3) | $15,500 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| AMISTAD ACADEMY INC | ||||||||
| 495 BLAKE STREET | NEW HAVEN | CT | 06515 | 061546695 | 501(C)(3) | $100,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| ARTSPACE INC | ||||||||
| 50 ORANGE STREET | NEW HAVEN | CT | 06510 | 222533535 | 501(C)(3) | $15,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| CALVIN HILL DAY CARE CENTER INC | ||||||||
| 150 HIGHLAND STREET | NEW HAVEN | CT | 06511 | 060865321 | 501(C)(3) | $20,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| CHAPEL HAVEN INC | ||||||||
| 1040 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | 060925031 | 501(C)(3) | $10,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| CITY OF NEW HAVEN | ||||||||
| 200 ORANGE STREET | NEW HAVEN | CT | 06510 | 066001876 | CITY-NEW HAVEN | $19,050 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| CITY OF WEST HAVEN | ||||||||
| 355 MAIN STREET | WEST HAVEN | CT | 06516 | 066002126 | CITY-WEST HAVEN | $6,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY | ||||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06511 | 451257955 | 501(C)(3) | $11,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| DWIGHT HALL AT YALE | ||||||||
| PO BOX 209008 | NEW HAVEN | CT | 06520 | 060653140 | 501(C)(3) | $48,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| ECONOMIC DEVELOPMENT CORPORATION OF NEW HAVEN | ||||||||
| 545 LONG WHARF DRIVE 4TH FLOOR | NEW HAVEN | CT | 06511 | 261854785 | 501(C)(3) | $135,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| FIRST CALVARY BAPTIST CHURCH | ||||||||
| 605 DIXWELL AVENUE | NEW HAVEN | CT | 06511 | 061173497 | 501(C)(3) | $15,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| LEADERSHIP EDUCATION AND ATHLETIC IN PARTNERSHIP INC | ||||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | 222906547 | 501(C)(3) | $13,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| MARKET NEW HAVEN INC | ||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | 061578847 | 501(C)(6) | $275,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS AND IDEAS INC | ||||||||
| 195 CHURCH STREET 12TH FLOOR | NEW HAVEN | CT | 06510 | 061444222 | 501(C)(3) | $127,500 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| NEW HYTES INC | ||||||||
| PO BOX 2928 | NEW HAVEN | CT | 06515 | 270772846 | 501(C)(3) | $30,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| READ TO GROW INC | ||||||||
| 53 SCHOOL GROUND ROAD UNIT 3 | BRANFORD | CT | 06405 | 061572185 | 501(C)(3) | $10,500 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| SQUASH HAVEN INC | ||||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06520 | 205500876 | 501(C)(3) | $63,500 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| ST LUKE'S DEVELOPMENT CORPORATION | ||||||||
| 111 WHALLEY AVENUE | NEW HAVEN | CT | 06511 | 061509394 | 501(C)(3) | $10,500 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | 133541913 | 501(C)(3) | $100,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| THE CONNECTICUT PLAYERS FOUNDATION INC | ||||||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 06511 | 066073063 | 501(C)(3) | $11,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| THE MORY'S ASSOCIATION INC | ||||||||
| 306 YORK STREET | NEW HAVEN | CT | 06511 | 060460080 | 501(C)(7) | $250,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| THE NEW HAVEN SYMPHONY ORCHESTRA INC | ||||||||
| 545 LONG WHARF NO 302 | NEW HAVEN | CT | 06511 | 066000592 | 501(C)(3) | $6,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| THE TENNIS FOUNDATION OF CONNECTICUT INC | ||||||||
| 900 CHAPEL STREET SUITE 622 | NEW HAVEN | CT | 06510 | 061287098 | 501(C)(3) | $325,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| ULYSSES S GRANT FOUNDATION INC | ||||||||
| PO BOX 200082 YALE STATION | NEW HAVEN | CT | 06520 | 066071625 | 501(C)(3) | $20,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| UNITED WAY OF GREATER NEW HAVEN INC | ||||||||
| 370 JAMES STREET | NEW HAVEN | CT | 06513 | 060646761 | 501(C)(3) | $102,350 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| URU THE RIGHT TO BE INC | ||||||||
| 70 AUDUBON STREET 2ND FLOOR | NEW HAVEN | CT | 06510 | 562520642 | 501(C)(3) | $15,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| WALTER CAMP FOOTBALL FOUNDATION INC | ||||||||
| PO BOX 1663 | NEW HAVEN | CT | 06507 | 066099383 | 501(C)(4) | $10,000 | CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | 066032106 | 501(C)(3) | $1,690,433 | SCHOLARSHIPS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 231 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| STUDENT STIPENDS | 3825 | $71,872,201 | |||
| SCHOLARSHIPS | 8124 | $279,203,237 | COST | TUITION REDUCTION | |
| HEALTH PREMIUM AWARDS | 2810 | $10,624,282 | COST | HEALTHCARE | |
| FELLOWSHIPS | 583 | $4,699,341 | |||
| PRIZES AND AWARDS | 1556 | $3,638,501 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2: | WITH RESPECT TO SPONSORED PROJECT ACTIVITY SUBCONTRACTED TO OTHER ENTITIES, THE UNIVERSITY'S POLICY AND PROCEDURES FOR MONITORING SUB RECIPIENT AWARDS ("SUBWARDS") 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 MANAGEMENT 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 QUARTERLY 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 SUBAWARDS ARE USED FOR PROPER PURPOSES AND NOT DIVERTED FROM THEIR INTENDED USE. |
| SCHEDULE I, PART II: | A 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: | THE AMOUNTS REPORTED IN PART III REPRESENT AN ESTIMATE OF TOTAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2016 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, 2016. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER SALOVEY | ||||||||||||||
| TRUSTEE & PRESIDENT | $948,084 | $0 | $0 | $0 | $155,663 | $0 | $208,913 | $0 | $53,741 | $0 | $1,366,401 | $0 | $0 | $0 |
| BRUCE D ALEXANDER | ||||||||||||||
| VP FOR NEW HAVEN & STATE AFFAIRS | $513,356 | $0 | $0 | $0 | $54,372 | $0 | $29,538 | $0 | $13,273 | $0 | $610,539 | $0 | $0 | $0 |
| ALEXANDER E DREIER | ||||||||||||||
| VP & GENERAL COUNSEL | $435,064 | $0 | $30,000 | $0 | $45,303 | $0 | $35,000 | $0 | $22,782 | $0 | $568,149 | $0 | $0 | $0 |
| KIMBERLY M GOFF-CREWS | ||||||||||||||
| SECRETARY & VP FOR STUDENT LIFE | $376,079 | $0 | $0 | $0 | $18,000 | $0 | $30,475 | $0 | $9,312 | $0 | $433,866 | $0 | $0 | $0 |
| SHAUNA R KING | ||||||||||||||
| VP FOR FINANCE & BUSINESS OPERATIONS | $468,824 | $0 | $0 | $0 | $47,000 | $0 | $21,168 | $0 | $8,714 | $0 | $545,706 | $0 | $0 | $0 |
| STEPHEN C MURPHY | ||||||||||||||
| VP FOR FINANCE & CFO | $331,708 | $0 | $0 | $0 | $18,000 | $0 | $33,267 | $0 | $33,667 | $0 | $416,642 | $0 | $0 | $0 |
| JOAN E O'NEILL | ||||||||||||||
| VP FOR ALUMNI AFFAIRS & DEVELOPMENT | $430,385 | $0 | $0 | $0 | $48,955 | $0 | $31,413 | $0 | $40,256 | $0 | $551,009 | $0 | $0 | $0 |
| MICHAEL A PEEL | ||||||||||||||
| VP FOR HR & ADMINISTRATION | $514,907 | $0 | $0 | $0 | $80,441 | $0 | $29,538 | $0 | $14,722 | $0 | $639,608 | $0 | $0 | $0 |
| BENJAMIN POLAK | ||||||||||||||
| PROVOST | $579,448 | $0 | $0 | $0 | $18,000 | $0 | $28,913 | $0 | $777 | $0 | $627,138 | $0 | $0 | $0 |
| SCOTT A STROBEL | ||||||||||||||
| VP FOR WEST CAMPUS PLANNING | $421,554 | $0 | $0 | $0 | $32,719 | $0 | $30,631 | $0 | $27,246 | $0 | $512,150 | $0 | $0 | $0 |
| ROBERT J ALPERN | ||||||||||||||
| DEAN SCHOOL OF MEDICINE | $867,121 | $0 | $0 | $0 | $18,000 | $0 | $28,913 | $0 | $3,104 | $0 | $917,138 | $0 | $0 | $0 |
| JOHN H BOLLIER | ||||||||||||||
| AVP FOR FACILITIES | $384,781 | $0 | $0 | $0 | $0 | $0 | $30,517 | $0 | $38,978 | $0 | $454,276 | $0 | $0 | $0 |
| DAVID F SWENSEN | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $849,202 | $0 | $2,542,896 | $0 | $562,583 | $0 | $256,412 | $0 | $27,710 | $0 | $4,238,803 | $0 | $0 | $0 |
| DEAN J TAKAHASHI | ||||||||||||||
| SR DIRECTOR, INVESTMENTS | $630,302 | $0 | $1,907,172 | $0 | $418,000 | $0 | $231,767 | $0 | $17,623 | $0 | $3,204,864 | $0 | $0 | $0 |
| KHALID M ABBED | ||||||||||||||
| CHIEF, NEUROSURGERY SPINE | $280,157 | $0 | $1,186,498 | $0 | $0 | $0 | $29,850 | $0 | $33,849 | $0 | $1,530,354 | $0 | $0 | $0 |
| MASOUD AZODI | ||||||||||||||
| PROFESSOR, OB/GYN | $256,964 | $0 | $831,997 | $0 | $18,000 | $0 | $28,572 | $0 | $36,451 | $0 | $1,171,984 | $0 | $0 | $0 |
| ALAN FORMAN | ||||||||||||||
| DIRECTOR, INVESTMENTS | $552,146 | $0 | $468,109 | $0 | $18,000 | $0 | $415,579 | $0 | $33,279 | $0 | $1,487,113 | $0 | $0 | $0 |
| PETER G SCHULAM | ||||||||||||||
| CHAIR, DEPARTMENT OF UROLOGY | $771,080 | $0 | $250,000 | $0 | $18,000 | $0 | $28,913 | $0 | $31,613 | $0 | $1,099,606 | $0 | $0 | $0 |
| TIMOTHY R SULLIVAN | ||||||||||||||
| DIRECTOR, INVESTMENTS | $590,845 | $0 | $680,932 | $0 | $18,000 | $0 | $452,246 | $0 | $48,204 | $0 | $1,790,227 | $0 | $393,333 | $0 |
| LINDA K LORIMER | ||||||||||||||
| FORMER VP FOR GLOBAL & STRAT. INIT. | $483,611 | $0 | $0 | $0 | $25,438 | $0 | $28,788 | $0 | $18,474 | $0 | $556,311 | $0 | $0 | $0 |
| DOROTHY K ROBINSON | ||||||||||||||
| FORMER VP & GENERAL COUNSEL | $272,798 | $0 | $0 | $0 | $288,471 | $0 | $5,152 | $0 | $6,938 | $0 | $573,359 | $0 | $0 | $0 |
| MICHAEL J DONOGHUE | ||||||||||||||
| FORMER VP FOR WEST CAMPUS PLANNING | $244,044 | $0 | $0 | $0 | $18,000 | $0 | $29,869 | $0 | $40,031 | $0 | $331,944 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | EACH ONE OF THE BENEFITS THAT WAS CHECKED WAS PROVIDED PURSUANT TO A WRITTEN POLICY. FIRST-CLASS OR CHARTER TRAVEL: ON OCCASION DURING THE CALENDAR YEAR 2015, 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 2015 IN ACCORDANCE WITH THE POLICY. IN ADDITION, ONE TRUSTEE TRAVELED FIRST CLASS ON A COMMERCIAL FLIGHT DURING 2015 DUE TO SPECIAL CIRCUMSTANCES AND AS PERMITTED PURSUANT TO UNIVERSITY POLICY. UNDER APPLICABLE RULES, AMOUNTS FOR SUCH TRAVEL WERE NOT REPORTED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUALS. TRAVEL FOR COMPANIONS: THE SPOUSE OF ONE OFFICER ON OCCASION ACCOMPANIED THE OFFICER ON UNIVERSITY BUSINESS. THE PRIMARY PURPOSE OF THE TRAVEL WAS TO CONDUCT UNIVERSITY BUSINESS BY REPRESENTING THE UNIVERSITY AT OFFICIAL FUNCTIONS. UNDER APPLICABLE RULES, THE COST OF TRAVEL WAS NOT REQUIRED TO BE REPORTED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUAL. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: FOUR OFFICERS RECEIVED TAX GROSS-UP PAYMENTS DURING THE CALENDAR YEAR 2015 FOR CERTAIN LIMITED TAXABLE BENEFITS BASED ON THEIR ESTIMATED RELATED TAX OBLIGATIONS. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUALS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AS 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). IN ADDITION, THREE OFFICERS WERE PROVIDED UNIVERSITY RESIDENCES FOR PERSONAL USE DURING THE CALENDAR YEAR 2015. THE VALUES OF THE RESIDENCES WERE 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 CALENDAR YEAR 2015. PERSONAL SERVICES: IN CONNECTION WITH UNIVERSITY BUSINESS ACTIVITY, A FORMER OFFICER RECEIVED SUPPORT FROM A SERVICE ASSISTANT; THE COST OF PERSONAL SERVICES RENDERED BY THAT ASSISTANT WAS TREATED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUAL. |
| PART I, LINE 4B | CERTAIN LISTED PERSONS PARTICIPATED IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR 2015 AS DESCRIBED BELOW: THE UNIVERSITY HAS AGREED TO SUPPLEMENT THE PRESIDENT'S RETIREMENT INCOME BY MAKING AN ANNUAL CONTRIBUTION TO A NONQUALIFIED 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. THE CURRENT YEAR ACCRUAL OF COMPENSATION ASSOCIATED WITH THIS PLAN IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE UNIVERSITY PREVIOUSLY AGREED TO SUPPLEMENT THE RETIREMENT INCOME FOR TWO KEY EMPLOYEES 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. AN ANNUAL ACCRUAL FOR THE ADDITIONAL RETIREMENT BENEFITS IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). IN ADDITION, THE UNIVERSITY AWARDED BONUSES TO THE TWO PREVIOUSLY MENTIONED EMPLOYEES IN THE INVESTMENTS OFFICE THAT WERE TAXED IN 2015 AND SUBJECT TO DEFERRED PAYMENT WITH ADJUSTMENTS UPWARD OR DOWNWARD DEPENDING ON PERFORMANCE OF THE ENDOWMENT. THESE BONUSES FOR 2015 ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 7: THE UNIVERSITY PAID TWO KEY EMPLOYEES IN THE INVESTMENTS OFFICE BONUSES AWARDED UNDER A LONG TERM INCENTIVE COMPENSATION PLAN WHICH PROVIDES FOR PAYMENTS WHICH ARE BASED ON QUALITATIVE AND QUANTITATIVE PERFORMANCE FACTORS. THE PAYMENTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). THE UNIVERSITY PAID TWO 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 THREE HIGHLY COMPENSATED EMPLOYEES ADDITIONAL COMPENSATION PURSUANT TO CLINICAL INCENTIVE PLANS. IN ADDITION, ONE OFFICER RECEIVED A SIGNING BONUS WHICH WAS APPROVED IN ACCORDANCE WITH THE PROCEDURES DESCRIBED IN SCHEDULE O, PART VI, SECTION B, LINE 15. THE PAYMENTS ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). |
| PART I, LINE 8 | THERE WAS ONE OFFICER 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 II (GENERAL NOTES): | COLUMN (D): IN 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. COLUMN (F): COMPENSATION REPORTED IN PRIOR FORM 990: THIS AMOUNT IS ALSO INCLUDED IN COLUMN (E). IT IS, THEREFORE, DOUBLE REPORTED IN PART II AND DOES NOT REPRESENT ADDITIONAL COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 060806186 | 20774LZC2 | 2003-01-08 | $250,000,000 | TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 060806186 | 20774UPP4 | 2007-10-04 | $414,292,000 | TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 060806186 | 20774UPQ2 | 2007-10-04 | $200,000,000 | TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| D | 060806186 | 20774UU60 | 2010-02-24 | $579,984,034 | TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $252,221,323 | $252,221,323 | 2009 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $424,106,796 | $424,106,796 | 2012 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $204,478,448 | $204,478,448 | 2012 | 0 | 0 | Yes (1) | Yes (1) | |
| D | $580,160,339 | $490,643,522 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $89,516,817 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0.00100 | 0.00100 | 0.00200 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORI DATE THE REBATE COMPUTATION WAS PERFORMED: 02/24/2015 |
| SCHEDULE K, PART I, BOND ISSUE, COLUMN (F): | CHEFA BONDS ISSUED 2/24/2010 (CUSIP# 20774UU60) - AND TO DEFEASE CHEFA SERIES W BONDS ISSUED 4/2002. SCHEDULE K, PART II, PROCEEDS, QUESTION 3: TOTAL PROCEEDS OF ISSUE REPRESENT THE ISSUE PRICE (PART I, COLUMN (E)) PLUS ANY INVESTMENT EARNINGS. SCHEDULE K, PART III, PRIVATE BUSINESS USE, QUESTION 3B: DURING 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, PRIVATE BUSINESS USE, QUESTION 3D: DURING 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, PRIVATE BUSINESS USE, QUESTIONS 4-5: IN 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, QUESTIONS 4-6, BOND D, FIRST PAGE - CHEFA 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 IV, ARBITRAGE, QUESTION 2C, BOND D, FIRST PAGE - CHEFA 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, 2015 WAS NEGATIVE. SCHEDULE K, PART IV, ARBITRAGE, QUESTION 3, BOND C, FIRST PAGE - CHEFA BOND ISSUED 10/04/07 (CUSIP# 20774UPQ2): PURSUANT TO THE INSTRUCTIONS FOR PART IV, QUESTION 3, A VARIABLE RATE ISSUE IS AN ISSUE CONTAINING A BOND WITH A YIELD NOT FIXED AND DETERMINABLE ON THE ISSUE DATE. THE BOND ISSUE WAS CONVERTED TO A FIXED RATE IN 2008. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 060806186 | 20774YPD3 | 2013-07-02 | $100,000,000 | TO FULLY REDEEM CHEFA SERIES X1 BONDS ISSUED 1/2003 | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 060806186 | 20774YRW9 | 2014-07-23 | $250,000,000 | TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS | 0 | 0 | 0 |
| STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 060806186 | 20774YWE3 | 2015-07-01 | $300,000,000 | TO FULLY REDEEM CHEFA SERIES Y1, Y2, Y3 BONDS ISSUED 10/2005 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $100,000,000 | $100,000,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $250,070,831 | 0 | 0 | 0 | Yes (1) | $227,769,369 | $22,301,462 | ||
| C | $300,000,000 | $300,000,000 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT STROBEL | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | HOUSING | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $100,000 | OriginalPrincipalAmt |
| Balance Due | $80,847 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $80,847 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|
| $63,375 | SCHOLARSHIPS | (SEE PART V) |
| $475 | PRIZE/AWARD | (SEE PART V) |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RICECAN REALTY LP | |||
| (SEE PART V) A TRUSTEE AND FAMILY MEMBERS OWN >35% | $108,195 | (SEE PART V) INCOME DISTRIBUTION IN THE ORDINARY COURSE OF BUSINESS. | 0 |
| STEFANIE MARKOVITS | |||
| (SEE PART V) SPOUSE OF BENJAMIN POLAK, AN OFFICER | $152,892 | (SEE PART V) COMPENSATION AND BENEFITS, PROFESSOR OF ENGLISH. | 0 |
| MARTA MORET | |||
| (SEE PART V) SPOUSE OF PETER SALOVEY, AN OFFICER | $65,308 | (SEE PART V) COMPENSATION AND BENEFITS, ASSOCIATE. | 0 |
| PATRICIA PREISIG | |||
| (SEE PART V) SPOUSE OF ROBERT ALPERN, A KEY EMPLOYEE | $191,174 | (SEE PART V) COMPENSATION AND BENEFITS, PROFESSOR, MEDICINE (NEPHROLOGY) AND CELLULAR AND MOLECULAR PHYSIOLOGY. | 0 |
| WENDY SHARP | |||
| (SEE PART V) SPOUSE OF DEAN TAKAHASHI, A KEY EMPLOYEE | $102,619 | (SEE PART V) COMPENSATION AND BENEFITS, DIRECTOR OF CHAMBER MUSIC, LECTURER IN MUSIC. | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART II | ALL LOANS REPORTED ON SCHEDULE L, PART II WERE MADE AND APPROVED PURSUANT TO UNIVERSITY COMPENSATION POLICIES. |
| SCHEDULE L, PART III | THE 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 PRIZE/AWARD WAS AWARDED TO AN INTERESTED PERSON. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 138 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Boats And Planes BoatsAndPlanesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1188 | ContributionCnt |
| Noncash Contributions Rpt F990 | $97,414,389 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,919,581 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP. PROPERTY | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $662,223 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP. PROPERTY | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $386,241 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP. PROPERTY | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,302 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMP. PROPERTY | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | EQUIPMENT | 6 | $0 |
| Yes (X) | MUSICAL INSTRUMENTS | 4 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 103 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. |
| PART I, LINE 32B: | OCCASIONALLY, THE UNIVERSITY ENGAGES THIRD PARTIES (E.G., REAL ESTATE BROKERS, AUCTION HOUSES, INVESTMENT BROKERS, ETC.) TO SELL CERTAIN NON-CASH CONTRIBUTIONS. |
| PART I, LINE 33: | PURSUANT 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | TOTAL NUMBER OF VOLUNTEERS: VOLUNTEERS 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 8,300 DURING FYE 6/30/16. FORM 990, PART III, LINE 1: DESCRIPTION OF ORGANIZATION MISSION: YALE 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 4A, PROGRAM SERVICE ACCOMPLISHMENTS: IN ADDITION TO THE GRADUATE SCHOOL OF ARTS AND SCIENCES, THE UNIVERSITY HAS PROFESSIONAL SCHOOLS INCLUDING ARCHITECTURE, ART, DIVINITY, DRAMA, ENGINEERING AND APPLIED SCIENCE, FORESTRY AND ENVIRONMENTAL STUDIES, LAW, MANAGEMENT, MEDICINE, MUSIC, NURSING, AND PUBLIC HEALTH. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: IN FY2016, 2,765 OR 50%, OF UNDERGRADUATES RECEIVED NEED-BASED SCHOLARSHIPS OR GRANTS FROM YALE SOURCES OF $45,016 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 2,772,890 MEALS TO STUDENTS, FACULTY AND STAFF; MAINTENANCE OF DORMITORIES HOUSING 4,643 UNDERGRADUATES AND 805 GRADUATE AND PROFESSIONAL SCHOOL STUDENTS; OPERATION AND MAINTENANCE OF ATHLETIC FACILITIES FOR THE 35 INTERCOLLEGIATE SPORTS, OVER 30 INTRAMURAL SPORTS, AND 50 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. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE ACADEMIC SUPPORT, PUBLIC SERVICE, AND OTHER INSTITUTIONAL SUPPORT. |
| FORM 990, PART VI, SECTION A, LINE 1 | THERE 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, SECTION A, LINE 4 | DURING THE FYE 6/30/16, THE YALE CORPORATION BY-LAWS WERE AMENDED TO ENHANCE ADMINISTRATIVE FLEXIBILITY BY MOVING FROM THE BY-LAWS TO A CORPORATION RESOLUTION SPECIFICATIONS OF THE RESPONSIBILITIES OF ONE OFFICER. IN ADDITION, THE BY-LAWS WERE AMENDED TO MODIFY THE TITLE OF ONE OFFICER AND PERMIT THE DESIGNATION OF SENIOR VICE PRESIDENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY INCLUDES SIX ALUMNI TRUSTEES WHO ARE ELECTED BY THE ALUMNI. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 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 FOUR 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, SECTION B, LINE 12C | THE 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, SECTION B, LINE 15 | THE 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. THE 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 OFFICER AND SENIOR DIRECTOR, INVESTMENTS, 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, 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. EXCEPT AS NOTED ABOVE, COMPENSATION DECISIONS FOR KEY EMPLOYEES WERE MADE BY THE EMPLOYEE'S SUPERVISOR IN ACCORDANCE WITH UNIVERSITY POLICIES AND PROCEDURES. 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, SECTION C, LINE 19 | THE 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: | COMPENSATION AND HOURS FOR A FORMER KEY EMPLOYEE AND TWO FORMER OFFICERS RELATE TO CONTINUING SERVICE IN NON-KEY EMPLOYEE OR NON-OFFICER POSITIONS. FORM 990, PART VII, SECTION A, COLUMN (A): CONTINUATION OF TITLES FOR EACH LISTED PERSON: PETER SALOVEY: PROFESSOR OF PSYCHOLOGY BRUCE D. ALEXANDER: & CAMPUS DEVELOPMENT ALEXANDER E. DREIER: VP & GENERAL COUNSEL EFFECTIVE 3/23/15 SHAUNA R. KING: VP FOR FINANCE & BUSINESS OPERATIONS UNTIL 8/31/15; STAFF CONSULTANT TO THE PRESIDENT & PROVOST EFFECTIVE 9/1/15 STEPHEN C. MURPHY: VP FOR FINANCE & CFO EFFECTIVE 9/1/15; ASSOCIATE VP FOR FINANCE PRIOR TO 9/1/15 EILEEN O'CONNOR: VP FOR COMMUNICATIONS EFFECTIVE 1/1/16 BENJAMIN POLAK: PROFESSOR OF ECONOMICS; PROFESSOR SCHOOL OF MANAGEMENT SCOTT A. STROBEL: & PROGRAM DEVELOPMENT; PROFESSOR OF MOLECULAR BIOPHYSICS AND BIOCHEMISTRY; PROFESSOR OF CHEMISTRY; HOWARD HUGHES MEDICAL INSTITUTE PROFESSOR ROBERT J. ALPERN: PROFESSOR OF MEDICINE (NEPHROLOGY) KHALID M. ABBED: ASSOCIATE PROFESSOR OF NEUROSURGERY; DIRECTOR, MINIMALLY INVASIVE SPINE SURGERY & SPINE TUMOR SURGERY MASOUD AZODI: DIRECTOR, MINIMALLY INVASIVE & ROBOTIC SURGERY; DIRECTOR OF MINIMALLY INVASIVE GYNECOLOGIC SURGERY FELLOWSHIP PETER G. SCHULAM: PROFESSOR, UROLOGY; DIRECTOR, YALE CANCER CENTER (INTERIM) LINDA K. LORIMER: SENIOR COUNSELOR TO THE PRESIDENT AND PROVOST DOROTHY K. ROBINSON: SENIOR COUNSELOR TO THE PRESIDENT MICHAEL J. DONOGHUE: & PROGRAM DEVELOPMENT; PROFESSOR OF ECOLOGY & EVOLUTIONARY BIOLOGY; PROFESSOR OF FORESTRY & ENVIRONMENTAL STUDIES |
| FORM 990, PART VII, SECTION A, COLUMN (B): | THE 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 B, COLUMN (C): THE AMOUNT REPORTED REPRESENTS DIRECT CASH PAYMENTS MADE DURING THE CALENDAR YEAR 2015 TO INDEPENDENT CONTRACTORS FOR SERVICES. FOR CONSTRUCTION SERVICES, THE FEES REPRESENT THE ENTIRE CONTRACT COST. FORM 990, PART IX, LINE 24: OTHER EXPENSES INCLUDE $1,971,526 OF STATE UNRELATED BUSINESS INCOME TAX. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUNDING STATUS OF DEFINED BENEFIT PLANS -393,574,000. ACTUARIAL ADJUSTMENTS FOR SPLIT INTEREST LIABILITY 9,196,231. ROUNDING 1,251. |
| FORM 990, SCHEDULE B, PART I | CONTRIBUTOR NO. 1 AND 2: THESE CONTRIBUTIONS 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 (27 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 | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BOYLSTON LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 463324804 | INVESTMENT | DE | -$18,608,909 | $1,341,508,707 | YALE UNIVERSITY | |
| YD SMA LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 463365267 | INVESTMENT | DE | $11,146,485 | $311,050,931 | YALE UNIVERSITY | |
| HARBOR HILLS INVESTMENTS LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200099423 | INVESTMENT | DE | -$610,803 | $20,284,835 | YALE UNIVERSITY | |
| SARDOUS LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 020580383 | INVESTMENT | DE | $925,023 | $11,848,003 | YALE UNIVERSITY | |
| WE 2 CHURCH STREET SOUTH LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 800066065 | INVESTMENT | CT | $600,000 | $9,125,009 | YALE UNIVERSITY | |
| WE 135 COLLEGE STREET LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 300893138 | INVESTMENT | DE | $127,425 | $7,616,389 | YALE UNIVERSITY | |
| ESV HOLDINGS LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203980473 | INVESTMENT | DE | $0 | $6,290,681 | YALE UNIVERSITY | |
| YALE GLOBAL ENTERPRISES LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 270859961 | SUPPORTS HIGHER EDUCATION | CT | $0 | $5,197,185 | YALE UNIVERSITY | |
| ALPHA 9 LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 270982227 | INVESTMENT | CT | $0 | $3,451,348 | YALE UNIVERSITY | |
| S PROPERTY HOLDING LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 273717440 | INVESTMENT | CT | $131,831 | $1,637,845 | YALE UNIVERSITY | |
| GSWM INVESTMENTS LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 273717358 | INVESTMENT | CT | $85,204 | $1,151,790 | YALE UNIVERSITY | |
| FENIX I LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262863129 | INVESTMENT | DE | $0 | $980,711 | YALE UNIVERSITY | |
| PASSIVE HOLDING LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 223783661 | INVESTMENT | NJ | $0 | $965,602 | YALE UNIVERSITY | |
| AMISTAD PARTNERS LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 731683601 | INVESTMENT | CT | $0 | $599,975 | YALE UNIVERSITY | |
| YALE STUDENT INVESTMENT FUND LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 463851735 | INVESTMENT | DE | $1,239 | $444,463 | YALE UNIVERSITY | |
| FLATIRON FUNDING II LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 421688137 | INVESTMENT | DE | $0 | $229,255 | YALE UNIVERSITY | |
| 41 NORTH LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061594874 | INVESTMENT | DE | $0 | $4,995 | YALE UNIVERSITY | |
| 4610 SOUTH 133RD STREET LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060646973 | INVESTMENT | NE | $0 | $0 | YALE UNIVERSITY | |
| BETA 14 LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 270982129 | INACTIVE | CT | $0 | $0 | YALE UNIVERSITY | |
| BLUEFIELD TIMBER LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 020520556 | INVESTMENT | DE | $0 | $0 | 41 NORTH LLC | |
| ENDURANCE LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061606540 | INVESTMENT | DE | $0 | $0 | YALE UNIVERSITY | |
| MEDICAL PRACTICE MANAGEMENT LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 271545102 | ADMINISTRATIVE SERVICES | CT | $0 | $0 | YALE UNIVERSITY | |
| MOMS PARTNERSHIP LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060646973 | SUPPORTS WELLNESS INITIATIVES | CT | $0 | $0 | YALE UNIVERSITY | |
| RENAISSANCE I LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262863298 | INVESTMENT | DE | $0 | $0 | YALE UNIVERSITY | |
| THE UK FRIENDS OF YALE UNIVERSITY LIMITED | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 980552738 | ACCEPTS CHARITABLE CONTRIBUTIONS | $828,688 | $0 | YALE UNIVERSITY | UK | |
| YALE EDUCATIONAL CONSULTING (BEIJING) LLC | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 981006940 | SUPPORTS HIGHER EDUCATION | $0 | $0 | YALE GLOBAL ENTERPRISES LLC | CH | |
| YALE LEADERSHIP (BEIJING) EDUCATIONAL CONSULTING CO LTD | ||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 981200465 | SUPPORTS HIGHER EDUCATION | $0 | $0 | YALE GLOBAL ENTERPRISES LLC | CH | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 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 | Direct Controlling NADirectControllingNACd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3C CORPORATION | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 412046529 | INVESTMENT | DC | 501(C)(3) | 11, TYPE I | YALE UNIVERSITY | Yes (1) | ||
| 5C CORPORATION | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200763050 | INVESTMENT | DC | 501(C)(3) | 11, TYPE I | YALE UNIVERSITY | Yes (1) | ||
| 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) | 11, TYPE I | YALE UNIVERSITY | Yes (1) | ||
| CHAPEL COMPANY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061532073 | INACTIVE | CT | 501(C)(2) | N/A | YALE UNIVERSITY | Yes (1) | ||
| CHARLES A COFFIN MEMORIAL FUND | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066034841 | SUPPORTS HIGHER EDUCATION | CT | 501(C)(3) | 11, TYPE III- O | YALE UNIVERSITY | Yes (1) | ||
| FW & ELSIE HEYL SCIENCE SCHOLARSHIP FUND | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 386194019 | SUPPORTS HIGHER EDUCATION | MI | 501(C)(3) | 11, TYPE III-O | 0 | N/A | ||
| FOUNDING FATHERS PAPERS INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 222365602 | SUPPORTS AND FACILITATES PUBLICATIONS | NJ | 501(C)(3) | 11, TYPE I | 0 | N/A | ||
| GRUBER FOUNDATION THE | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 451540594 | SUPPORTS HIGHER EDUCATION | DE | 501(C)(3) | 11, TYPE I | YALE UNIVERSITY | Yes (1) | ||
| 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 | Yes (1) | ||
| JONATHAN EDWARDS TRUST | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066084676 | SUPPORTS HIGHER EDUCATION | CT | 501(C)(3) | 11, TYPE III-FI | YALE UNIVERSITY | Yes (1) | ||
| 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 | Yes (1) | UK | ||
| 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 | Yes (1) | ||
| RICHARD U LIGHT FOUNDATION | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 382456949 | SUPPORTS EDUCATION | MI | 501(C)(3) | 11, TYPE I | 0 | N/A | ||
| RTA INCORPORATED | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060768741 | SUPPORTS EDUCATION | CT | 501(C)(3) | 11, TYPE III - FI | 0 | N/A | ||
| 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 | INVESTMENT | CT | 501(C)(3) | 11, TYPE III-FI | YALE UNIVERSITY | Yes (1) | ||
| 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) | 11, TYPE II | YALE UNIVERSITY | Yes (1) | ||
| THE CHIEF EXECUTIVE LEADERSHIP INSTITUTE 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) | 11, TYPE I | YALE UNIVERSITY | Yes (1) | ||
| UW EUGENE HIGGINS CHAR TRUST NMA | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 136073358 | SUPPORTS EDUCATION | NY | 501(C)(3) | 11, TYPE III - O | 0 | N/A | ||
| YALE ALUMNI ASSOCIATION OF CLEVELAND | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 341218706 | SUPPORTS EDUCATION | OH | 501(C)(3) | 11, TYPE III - FI | 0 | N/A | ||
| YALE ALUMNI PUBLICATIONS INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 060646970 | DISTRIBUTES ALUMNI MAGAZINE | CT | 501(C)(3) | 11, TYPE III-FI | 0 | N/A | ||
| YALE ALUMNI SCHOLARSHIP OF CLEVELAND INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 346523145 | FUNDS SCHOLARSHIPS | OH | 501(C)(3) | 11, TYPE III - FI | 0 | N/A | ||
| YALE CLUB OF CENTRAL NEW JERSEY | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 226048686 | FUNDS SCHOLARSHIPS | NJ | 501(C)(3) | 11, TYPE III - O | 0 | N/A | ||
| YALE SCHOLARSHIP FUND OF PITTSBURGH | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 237046816 | FUNDS SCHOLARSHIPS | PA | 501(C)(3) | 11, TYPE III - FI | 0 | N/A | ||
| YALE SCHOLARSHIP TRUST OF BOSTON | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 046113108 | FUNDS SCHOLARSHIPS | MA | 501(C)(3) | 11, TYPE III - FI | 0 | N/A | ||
| 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 | Yes (1) | ||
| 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) | 11, TYPE III - FI | YALE UNIVERSITY | Yes (1) | ||
| 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 | Yes (1) | UK | |||
| YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 066414276 | 501(A) TRUST THAT SUPPORTS YALE UNIVERSITY | CT | 501(C)(3) | 11, TYPE II | YALE UNIVERSITY | Yes (1) | ||
| YALE WISCONSIN SCHOLARSHIP FUND | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 396065573 | FUNDS SCHOLARSHIPS | WI | 501(C)(3) | 11, TYPE III - O | 0 | N/A | ||
| YALE-NEW HAVEN MEDICAL CENTER INC | ||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 237440891 | SUPPORTS JOINT PROGRAMS OF YALE-NEW HAVEN HOSPITAL AND YALE UNIVERSITY | CT | 501(C)(3) | 11, TYPE III - FI | 0 | N/A | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (182 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FOURTH CENTURY LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 412046537 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | $789,312,153 | $9,169,625,692 | Yes (1) | -$47,161,302 | 0 | 0.99800 | |
| FIFTH CENTURY LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200763076 | INVESTMENT | NV | YALE UNIVERSITY | EXCLUDED FROM TAX | $940,322,808 | $5,589,767,466 | Yes (1) | -$2,871,948 | 0 | 0.99800 | |
| LAUREL 2008 LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261649501 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $316,817,200 | $1,705,111,718 | Yes (1) | $1,970,196 | 0 | 0.99600 | |
| BBF I HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208497574 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $211,513,202 | $1,107,229,517 | 0 | 0 | 0.99600 | ||
| 667 LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061609184 | INVESTMENT | DE | BBF I HOLDINGS LP | EXCLUDED FROM TAX | $135,515,011 | $1,082,329,418 | 0 | 0 | 0.84300 | ||
| LONG TERM VALUE FUND LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 980623624 | INVESTMENT | LAUREL 2008 LP | EXCLUDED FROM TAX | $59,790,357 | $794,434,112 | 0 | 0 | 0.99600 | CJ | ||
| YB INSTITUTIONAL LIMITED PARTNERSHIP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 043431530 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | $25,599,428 | $740,145,645 | Yes (1) | $3,003,674 | 0 | 0.98800 | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS II LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 943106692 | INVESTMENT | CA | YALE UNIVERSITY | EXCLUDED FROM TAX | $3,355,846 | $602,726,445 | Yes (1) | $5,739 | 0 | 0.90790 | |
| CYR HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260788802 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,957,931 | $547,445,541 | 0 | 0 | 0.99600 | ||
| YHG INVESTMENT LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | GAOLING YALI FEEDER LTD | EXCLUDED FROM TAX | $123,800,168 | $463,288,637 | 0 | 0 | 0.77910 | CJ | |||
| PROSPECT STREET PARTNERS LTD | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 593041479 | INVESTMENT | FL | YALE UNIVERSITY | EXCLUDED FROM TAX | $25,716,480 | $440,931,270 | 0 | 0 | 0.82430 | ||
| CRS MASTER FUND LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 452658870 | INVESTMENT | CRS FUND LTD | EXCLUDED FROM TAX | $68,570,820 | $434,657,010 | 0 | 0 | 0.88750 | CJ | ||
| SP II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260697863 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $37,084,875 | $345,308,933 | Yes (1) | $843,420 | 0 | 0.99600 | |
| LUXIVER LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 451504333 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | -$21,307,270 | $333,230,981 | 0 | -$6,849,201 | 0 | 0.99610 | |
| EASTON 2007 LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260627974 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $65,722,736 | $312,353,710 | Yes (1) | -$16,593 | 0 | 0.99600 | |
| YELLOW WARBLER LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260342603 | INVESTMENT | TX | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $3,997,873 | $293,240,914 | Yes (1) | -$177,496 | 0 | 0.98980 | |
| FOXWAY LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 463794906 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | $20,846,832 | $292,863,876 | 0 | 0 | 0.98020 | ||
| KTOWN LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 274278453 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$7,089,689 | $226,930,720 | 0 | 0 | 0.97840 | ||
| NIFL HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208973999 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$5,118,098 | $221,167,661 | 0 | 0 | 0.99600 | ||
| NOGA PARTNERS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201192059 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$3,471,192 | $206,778,402 | Yes (1) | -$41,759 | 0 | 0.94070 | |
| STRATEGIC RESIDENTIAL FUND II LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 043584406 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | -$1,452,606 | $151,489,683 | 0 | 0 | 0.95000 | ||
| MORRIS ISLAND PARTNERS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 464538290 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$17,916,675 | $140,278,311 | 0 | 0 | 0.96720 | ||
| Y2K PARTNERS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 711007459 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $2,239,560 | $133,378,232 | 0 | 0 | 0.99240 | ||
| BLUEBART LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 383979963 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | $237,331 | $125,686,441 | Yes (1) | 0 | 0.99710 | ||
| KHP FUND II LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205882068 | INVESTMENT | CA | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $82,647,011 | $111,608,033 | Yes (1) | -$552,097 | 0 | 0.60180 | |
| JPF V HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202008388 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | $2,910,092 | $101,413,706 | Yes (1) | $2,540,932 | 0 | 0.99600 | |
| CYR FUND LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260270646 | INVESTMENT | DE | CYR HOLDINGS LP | EXCLUDED FROM TAX | $817,044 | $101,056,411 | 0 | 0 | 0.89820 | ||
| JBG INVESTMENT FUND III LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 522384738 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $1,140,663 | $99,097,613 | Yes (1) | -$187,372 | 0 | 0.59790 | |
| JBG INVESTMENT FUND IV LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 010815265 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | -$2,596,548 | $97,419,630 | Yes (1) | -$2,660,618 | 0 | 0.59880 | |
| M&H REALTY PARTNERS VI LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 571182074 | INVESTMENT | CA | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$375,201 | $95,291,802 | 0 | 0 | 0.52890 | ||
| KHP FUND I LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 651232049 | INVESTMENT | CA | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $49,713,724 | $88,962,055 | Yes (1) | $457,639 | 0 | 0.50810 | |
| CAUTHEN VII LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 263653027 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $548,153 | $87,807,750 | Yes (1) | $362,080 | 0 | 0.79840 | |
| BAYROOT LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200390410 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $4,770,639 | $74,668,108 | 0 | 0 | 0.93940 | ||
| RCP II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260444200 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $16,149,875 | $73,905,198 | 0 | 0 | 0.99600 | ||
| IVP VI HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208699381 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $40,679,819 | $60,522,416 | Yes (1) | -$54,746 | 0 | 0.99600 | |
| CAUTHEN VI LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208202030 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$2,824,129 | $60,060,293 | Yes (1) | -$538,482 | 0 | 0.79840 | |
| TDRC II-A LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205025534 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $59,748,854 | 0 | 0 | 0.99600 | |||
| SEDGWICK LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260483594 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $8,877,929 | $59,242,642 | 0 | 0 | 0.79840 | ||
| AEF 5 US HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204076676 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $5,915,638 | $57,496,528 | 0 | 0 | 0.99600 | ||
| OMAHA LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | OM HOLDINGS LP | EXCLUDED FROM TAX | -$2,714,964 | $49,717,134 | 0 | 0 | 0.98600 | CA | |||
| MEP IX LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 752537935 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $8,384,070 | $48,819,773 | 0 | 0 | 1.00000 | ||
| OSCEOLA LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262008431 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | $1,369,801 | $47,819,744 | Yes (1) | $1,195,732 | 0 | 0.79840 | |
| RCP HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202008465 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $4,763,662 | $41,865,343 | 0 | 0 | 0.99600 | ||
| SP 8 HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260558478 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$226,653 | $40,387,216 | 0 | 0 | 0.99600 | ||
| ABINGDON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 611707283 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | -$227,187 | $38,654,568 | Yes (1) | -$519,812 | 0 | 0.79840 | |
| GLOSTER LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201263980 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $11,270,153 | $37,811,279 | Yes (1) | -$337,464 | 0 | 0.79840 | |
| RAMSGATE VIII LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205259910 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $36,080,440 | 0 | 0 | 0.79840 | |||
| ALAMANCE VII LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 452046522 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $3,780,774 | $35,904,430 | 0 | 0 | 0.79840 | ||
| YADKIN IV LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 461569715 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $5,746,383 | $33,901,472 | 0 | 0 | 0.79840 | ||
| BCAF HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208453177 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $5,014,673 | $33,457,725 | 0 | 0 | 0.99600 | ||
| WOODWAY LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261206761 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $9,725,288 | $32,398,154 | 0 | 0 | 0.79840 | ||
| BCVF 2007 HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205965183 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,612,093 | $32,308,468 | 0 | 0 | 0.99600 | ||
| CAUTHEN VIII LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 452750613 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $2,745,449 | $32,090,239 | Yes (1) | $253,675 | 0 | 0.79840 | |
| NLVF II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261545222 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $521,418 | $31,633,292 | 0 | 0 | 0.99600 | ||
| JPS HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208909921 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $3,005,250 | $31,539,961 | 0 | 0 | 0.99600 | ||
| AEF 6 US HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262867531 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $4,893,182 | $31,197,525 | Yes (1) | -$10,354 | 0 | 0.99600 | |
| VEITCH LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 450999084 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | $619,901 | $31,066,614 | Yes (1) | -$659,769 | 0 | 0.79840 | |
| CAUTHEN IX LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 465376519 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$55,247 | $30,530,425 | Yes (1) | -$38 | 0 | 0.79840 | |
| HEVP II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261828824 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,947,883 | $30,350,266 | 0 | 0 | 0.99600 | ||
| UHLE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 273981909 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $6,083,802 | $30,179,171 | Yes (1) | -$115,557 | 0 | 0.79840 | |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS 25 LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 943388317 | INVESTMENT | DE | YALE UNIVERSITY | UNRELATED | $7,651,490 | $29,449,128 | Yes (1) | $8,201,351 | 0 | 0.87260 | |
| FULTON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260165041 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $5,871,279 | $29,204,937 | 0 | 0 | 0.79840 | ||
| WYNNWOOD VIII LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 263294405 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | -$414,144 | $29,174,251 | Yes (1) | -$1,113,913 | 0 | 0.79840 | |
| WINDOM LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261768804 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $4,903,905 | $27,505,761 | Yes (1) | $10,568 | 0 | 0.79840 | |
| IRIS 2009 LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 264100777 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $2,896,908 | $27,033,514 | 0 | 0 | 0.99600 | ||
| HERNDON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 371659934 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $37,026 | $26,900,030 | 0 | 0 | 0.79840 | ||
| KENWOOD LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 383863347 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $321,383 | $26,847,921 | 0 | 0 | 0.79840 | ||
| RAMSGATE X LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 273616177 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $3,577,650 | $26,291,704 | 0 | 0 | 0.79840 | ||
| MERRIWEATHER LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 043664410 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $22,587,625 | $25,551,922 | 0 | 0 | 0.98800 | ||
| MOTUS FUND LTD | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 981253737 | INVESTMENT | YALE UNIVERSITY | EXCLUDED FROM TAX | $42,919 | $25,415,252 | 0 | Yes (1) | 0.99400 | CJ | ||
| VERNON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 800904292 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $51,131 | $25,394,228 | 0 | 0 | 0.79840 | ||
| TYPHOON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 010685132 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $65,147 | $24,995,677 | 0 | 0 | 0.91270 | ||
| RIDGEFIELD VIII LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261603389 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $16,722,431 | $24,911,148 | Yes (1) | $445,644 | 0 | 0.79840 | |
| RIDGEFIELD IX LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 901007364 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $9,104,722 | $24,390,528 | 0 | 0 | 0.79840 | ||
| TILDEN II LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 274210952 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $368,081 | $23,139,919 | 0 | 0 | 0.79840 | ||
| RADFORD LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 455470954 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $152,281 | $22,912,058 | 0 | 0 | 0.79840 | ||
| FIF IV (CFA) HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204764198 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | -$31,533 | $22,449,416 | Yes (1) | -$63,691 | 0 | 0.99600 | |
| WYNNWOOD II LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205548320 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $304,778 | $22,179,218 | Yes (1) | -$292,986 | 0 | 0.79840 | |
| HEVP HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204982016 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$986,926 | $21,719,233 | 0 | 0 | 0.99600 | ||
| POE LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262765485 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $893,321 | $21,208,733 | Yes (1) | -$108,207 | 0 | 0.79840 | |
| YADKIN LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202707395 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $5,243,920 | $20,544,417 | 0 | 0 | 0.79840 | ||
| ALDERBROOK LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202939768 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $5,979,573 | $20,353,571 | Yes (1) | -$398,878 | 0 | 0.79840 | |
| CALVERT VI LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261603346 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $278,680 | $20,226,909 | Yes (1) | -$3,029,670 | 0 | 0.79840 | |
| DANVILLE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 453531407 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | $716,953 | $20,087,907 | Yes (1) | $590,199 | 0 | 0.79840 | |
| RAMSGATE XI LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 465209548 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $19,805,748 | 0 | 0 | 0.79840 | |||
| SCOTT LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 273616316 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $8,663,713 | $19,173,278 | Yes (1) | -$353,750 | 0 | 0.79840 | |
| LCPF V HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202776532 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $14,583,994 | $19,083,022 | 0 | 0 | 0.99600 | ||
| FILLMORE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 453783115 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $120,382 | $18,598,103 | 0 | 0 | 0.79840 | ||
| HUIDIKOPER LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 264196504 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,935,142 | $18,058,453 | 0 | 0 | 0.79840 | ||
| STRATEGIC RESIDENTIAL FUND I LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 043398268 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | $5,269,298 | $18,043,540 | Yes (1) | 0 | 0.92500 | ||
| MANASLU FUND LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 980615593 | INVESTMENT | MP-MF HOLDINGS LP | EXCLUDED FROM TAX | $11,153,804 | $17,960,469 | 0 | 0 | 0.95320 | CJ | ||
| MP-MF HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262099979 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $10,848,266 | $17,862,262 | 0 | 0 | 0.99600 | ||
| KCF HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208861865 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $932,330 | $17,658,886 | 0 | 0 | 0.99600 | ||
| PEPF IV HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260290250 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $26,045,066 | $17,524,202 | 0 | 0 | 0.99600 | ||
| ALAMANCE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202575524 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $40,373 | $17,519,062 | 0 | 0 | 0.79840 | ||
| CALVERT LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203960036 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | -$4,196,651 | $17,431,929 | Yes (1) | -$3,636,443 | 0 | 0.79840 | |
| TILDEN III LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 462024260 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $187,737 | $17,284,620 | 0 | 0 | 0.79840 | ||
| WHITEHAVEN X LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 275205346 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $699,411 | $16,198,220 | 0 | 0 | 0.79840 | ||
| CLEVELAND LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 900743297 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $2,446,900 | $16,025,712 | 0 | 0 | 0.79840 | ||
| LORTON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 454238865 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $203,121 | $15,693,547 | Yes (1) | -$17,685 | 0 | 0.79840 | |
| KENWOOD 2014 LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 465704870 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $3,820 | $15,175,373 | 0 | 0 | 0.79840 | ||
| DENT LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204202230 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,505,394 | $14,631,547 | 0 | 0 | 0.79840 | ||
| MANASLU FUND II LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 981158285 | INVESTMENT | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$1,253 | $14,555,225 | 0 | 0 | 0.61600 | CJ | ||
| GEF II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260348232 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $19,702,625 | $14,540,888 | 0 | 0 | 0.99600 | ||
| WHITEHAVEN LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 263915778 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $860,430 | $14,538,587 | 0 | 0 | 0.79840 | ||
| IVA II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202652041 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $87,295 | $14,479,998 | 0 | 0 | 0.99600 | ||
| RIDGEFIELD LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202022850 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $9,074,719 | $14,367,677 | 0 | 0 | 0.79840 | ||
| VOLTA IV LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 270914710 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $4,693,524 | $13,427,377 | Yes (1) | $564,822 | 0 | 0.79840 | |
| GARFIELD LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204592367 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $5,086,965 | $13,305,606 | Yes (1) | $407 | 0 | 0.79840 | |
| DENT VI LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262867610 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,983,242 | $12,644,513 | Yes (1) | -$4,188 | 0 | 0.79840 | |
| FRESHET WIND ENERGY LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 331200160 | INVESTMENT | DE | FWEB LLC | EXCLUDED FROM TAX | -$367,202 | $12,538,612 | 0 | 0 | 0.79840 | ||
| MACOMB XI LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 800958889 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | -$89,171 | $12,171,859 | Yes (1) | -$163,977 | 0 | 0.79840 | |
| WHITEHAVEN XI LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 371738599 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $109,238 | $11,898,930 | 0 | 0 | 0.79840 | ||
| CORBIN VII LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 472456807 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $835,481 | $11,740,467 | 0 | 0 | 0.79840 | ||
| CORBIN LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201263962 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $1,400,039 | $11,210,468 | Yes (1) | -$19,118 | 0 | 0.79840 | |
| ALAMANCE A LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203484520 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $24,844 | $10,780,961 | 0 | 0 | 0.79840 | ||
| ARLINGTON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 383909979 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $10,586,826 | 0 | 0 | 0.79840 | |||
| ECP II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260151337 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $3,150,483 | $10,547,044 | 0 | 0 | 0.99600 | ||
| MEP IV HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260646713 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $2,085,758 | $10,499,657 | 0 | 0 | 0.99600 | ||
| QUINN LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 263879664 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $405,658 | $10,412,262 | 0 | 0 | 0.79840 | ||
| ALAMANCE VI LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208558864 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $10,046,000 | 0 | 0 | 0.79840 | |||
| EDMUNDS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204257832 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $2,954,720 | $9,850,966 | Yes (1) | $67,273 | 0 | 0.79840 | |
| HAWTHORNE III LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260854590 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $3,282,803 | $9,823,378 | 0 | 0 | 0.79840 | ||
| HARBOR HILLS HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 020729602 | INVESTMENT | DE | YALE UNIVERSITY | UNRELATED | -$668,015 | $9,450,255 | Yes (1) | -$668,015 | 0 | 0.55000 | |
| BARTON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 352497887 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $10,871 | $9,102,836 | 0 | 0 | 0.79840 | ||
| FESSENDEN LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262270383 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,259,105 | $9,065,059 | 0 | 0 | 0.79840 | ||
| GLOSTER III LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208833953 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $5,151,363 | $8,786,786 | 0 | 0 | 0.79840 | ||
| HARBOR HILLS DEVELOPMENT LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 161453802 | INVESTMENT | DE | HARBOR HILLS HOLDINGS LP | UNRELATED | -$165,041 | $8,778,703 | 0 | -$165,041 | 0 | 0.54450 | |
| WYNNWOOD LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201363230 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $494,144 | $8,709,950 | Yes (1) | $55,837 | 0 | 0.79840 | |
| VOLTA LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203738749 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | -$174,118 | $8,680,105 | Yes (1) | -$183,362 | 0 | 0.79840 | |
| BE III HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205495967 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $66,140 | $8,232,368 | 0 | 0 | 0.99600 | ||
| BOF HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205923569 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,313,072 | $8,053,510 | 0 | 0 | 0.99600 | ||
| CHANDLER LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 320438514 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | -$85,067 | $7,984,296 | Yes (1) | -$140,899 | 0 | 0.79840 | |
| FRC II HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261670120 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $30,124,316 | $7,904,151 | 0 | 0 | 0.99600 | ||
| GHEP III HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203853985 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $20,066,886 | $7,540,028 | 0 | 0 | 0.99600 | ||
| RAMSGATE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200419757 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $5,524,727 | $7,513,245 | 0 | 0 | 0.79840 | ||
| ODE IV LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 611724296 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $1,190,539 | $7,121,134 | 0 | 0 | 0.79840 | ||
| SANGAMORE III LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 260753284 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $6,946,533 | $7,054,431 | 0 | 0 | 0.79840 | ||
| YADKIN III LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 262477930 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $6,803,443 | $7,013,558 | 0 | 0 | 0.79840 | ||
| RAMSGATE IX LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208833887 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $11,204,729 | $6,526,867 | 0 | 0 | 0.79840 | ||
| AVON LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204056103 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | $15,073 | $6,515,398 | Yes (1) | $12,523 | 0 | 0.79840 | |
| GOLDSBORO LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201996058 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $2,211,610 | $6,507,595 | Yes (1) | -$464,387 | 0 | 0.79840 | |
| ORDWAY LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205189347 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,366,542 | $6,113,867 | Yes (1) | -$96,177 | 0 | 0.79840 | |
| WILSON LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202232279 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$1,162,379 | $5,840,264 | 0 | 0 | 0.79840 | ||
| CAUTHEN LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202776143 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$1,987,608 | $5,681,830 | Yes (1) | -$118,378 | 0 | 0.79840 | |
| BARTON-A LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 611732894 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $938 | $5,248,470 | 0 | 0 | 0.79840 | ||
| DUMBARTON LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203919432 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $1,944,595 | $4,658,688 | 0 | 0 | 0.79840 | ||
| KENWOOD 2014-A LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 465722301 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $64 | $3,806,228 | 0 | 0 | 0.79840 | ||
| DENT A LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208725065 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $391,405 | $3,804,213 | 0 | 0 | 0.79840 | ||
| LORTON-A LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 454239136 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $217,291 | $3,717,625 | 0 | 0 | 0.79840 | ||
| YUMA LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261584783 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $5,424,727 | $3,649,958 | 0 | 0 | 0.79840 | ||
| MACOMB VIII LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205681131 | INVESTMENT | NV | FIFTH CENTURY LP | UNRELATED | $256,683 | $3,509,361 | Yes (1) | -$532,156 | 0 | 0.79840 | |
| CHICAGO LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$265,181 | $3,458,083 | 0 | 0 | 0.98800 | CA | |||
| OGDEN LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201212114 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $3,574,475 | $3,097,891 | 0 | 0 | 0.79840 | ||
| WESTPATH LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202297672 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $2,473,939 | $2,890,096 | Yes (1) | -$1,504 | 0 | 0.79840 | |
| KLINGLE LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204592461 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $986,950 | $2,548,670 | Yes (1) | -$46 | 0 | 0.79840 | |
| MACOMB IX LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205025458 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $13,262,064 | $2,493,501 | Yes (1) | -$71 | 0 | 0.79840 | |
| RAMSGATE IX A LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 261797786 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $4,074,446 | $2,373,409 | 0 | 0 | 0.79840 | ||
| SF-NEW PARTNERS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 920179258 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $824,110 | $2,052,921 | 0 | 0 | 0.87310 | ||
| ANACONDA LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$1,279,222 | $1,951,732 | 0 | 0 | 0.98800 | CA | |||
| ODE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 371567347 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $5,305,308 | $1,669,168 | 0 | 0 | 0.79840 | ||
| GREENFIELD LAND PARALLEL PARTNERS I LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 204411467 | INVESTMENT | DE | FOURTH CENTURY LLC | UNRELATED | -$2,243,252 | $1,462,879 | Yes (1) | -$2,451,281 | 0 | 0.98800 | |
| TILDEN LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 208558781 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $3,360,557 | $1,371,447 | 0 | 0 | 0.79840 | ||
| NEWINGTON LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200763113 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $724,724 | $1,354,603 | 0 | 0 | 0.79840 | ||
| ROSELAND PROPERTY PARTNERS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208240 | NEW HAVEN | CT | 065208239 | 223283867 | INVESTMENT | NJ | YALE UNIVERSITY | UNRELATED | -$907 | $896,425 | 0 | -$907 | 0 | 0.60000 | |
| CRANBROOK LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 203115503 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$338,565 | $614,075 | 0 | 0 | 0.79840 | ||
| LUXIVER NAWAB LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 453117734 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | -$473,138 | $597,285 | 0 | 0 | 1.00000 | ||
| CORBIN VI LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 270773197 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $7,871,938 | $540,071 | 0 | 0 | 0.79840 | ||
| 100 HOWE STREET ASSOCIATES LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061386762 | INVESTMENT | CT | YALE UNIVERSITY | EXCLUDED FROM TAX | $190,088 | $445,149 | Yes (1) | 0 | 0.97080 | ||
| 4620 ASSOCIATES LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 134036667 | INVESTMENT | DE | YALE UNIVERSITY | EXCLUDED FROM TAX | $109,525 | $299,442 | 0 | 0 | 0.83990 | ||
| WELBORN LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 201212127 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $227,844 | $280,397 | 0 | 0 | 0.79840 | ||
| HARBOR HILLS UTILITIES LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 161453800 | INVESTMENT | DE | HARBOR HILLS HOLDINGS LP | UNRELATED | -$15,264 | $211,916 | 0 | -$15,264 | 0 | 0.54450 | |
| 94 HOWE STREET ASSOCIATES LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 061428914 | INVESTMENT | CT | YALE UNIVERSITY | EXCLUDED FROM TAX | $50,105 | $145,532 | Yes (1) | 0 | 0.91930 | ||
| KILIMANJARO FUND LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 981288980 | INVESTMENT | YALE UNIVERSITY | EXCLUDED FROM TAX | $610 | $126,724 | Yes (1) | 0 | 0.79790 | CJ | ||
| STARFAR I PARTNERS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 943205101 | INVESTMENT | DE | YALE UNIVERSITY | UNRELATED | -$9,511 | $61,529 | 0 | -$9,511 | 0 | 0.60830 | |
| SANGAMORE LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 200357077 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $599,226 | $52,828 | Yes (1) | -$7,839 | 0 | 0.79840 | |
| YANKEE FOREST LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 043384575 | INVESTMENT | NH | YALE UNIVERSITY | EXCLUDED FROM TAX | $257,423 | Yes (1) | 0 | 0.99000 | |||
| UPTON LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205778792 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | -$16,519,029 | 0 | 0 | 0.79840 | |||
| IVP V CO-INVESTMENT HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202707519 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | $44,576 | -$441,185 | 0 | 0 | 0.99600 | ||
| SANGAMORE II LLC | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 202672293 | INVESTMENT | DE | FOURTH CENTURY LLC | EXCLUDED FROM TAX | $6,839,236 | -$1,775,271 | Yes (1) | $170,494 | 0 | 0.79840 | |
| OM HOLDINGS LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 205073267 | INVESTMENT | NV | FIFTH CENTURY LP | EXCLUDED FROM TAX | -$2,714,964 | -$3,190,601 | 0 | 0 | 0.99600 | ||
| HARBOR HILLS COUNTRY CLUB LP | |||||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | 161453797 | INVESTMENT | DE | HARBOR HILLS HOLDINGS LP | UNRELATED | -$487,710 | -$3,819,340 | 0 | -$487,710 | 0 | 0.54450 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW FYI LTD | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | YALE UNIVERSITY | C | $314,187,220 | $1,372,752,308 | 1.00000 | Yes (1) | ||
| CRS FUND LTD | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | CYR HOLDINGS LP | C | -$15,155,615 | $415,412,140 | 0.99600 | Yes (1) | 900314487 | |
| GAOLING YALI FEEDER LTD | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | FOURTH CENTURY LLC | C | $101,047,466 | $414,088,873 | 0.99800 | Yes (1) | ||
| LTR FOCUS FUND | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | MP | YALE UNIVERSITY | C | $11,779,767 | $342,801,365 | 1.00000 | Yes (1) | ||
| THE CAERULEUS FUND | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | YALE UNIVERSITY | C | $58,558,009 | $337,523,860 | 1.00000 | Yes (1) | ||
| PWEB LLC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | FOURTH CENTURY LLC | C | -$1,014,255 | $142,389,203 | 0.99800 | Yes (1) | 273304430 | DE | |
| FOURTH CENTURY TRUST | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | YALE UNIVERSITY | T | $1,794,558 | $98,617,124 | 1.00000 | Yes (1) | 206699631 | CT | |
| YB CAYMAN LTD | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | YB INSTITUTIONAL LP | C | $5,107,779 | $39,796,983 | 0.98800 | Yes (1) | ||
| 3285500 NOVA SCOTIA LIMITED | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CA | OM HOLDINGS LP | C | $2,856,386 | $31,239,934 | 0.98600 | Yes (1) | ||
| LP VALUE LTD | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | VQ | YALE UNIVERSITY | C | $10,313 | $26,464,864 | 0.95170 | Yes (1) | ||
| NW UK REGIONAL II (NO1) LP | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | UK | FOURTH CENTURY LLC | C | $3,714,940 | $17,160,219 | 0.99800 | Yes (1) | 981208249 | |
| ARMINIUS REAL ESTATE OPPORTUNITY FEEDER FUND II LP | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | UK | FOURTH CENTURY LLC | C | $588,131 | $14,328,936 | 0.90730 | Yes (1) | ||
| NCH INVESTORS FUND (YU) CORP | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | FOURTH CENTURY LLC | C | $788,938 | $13,164,528 | 0.99800 | Yes (1) | ||
| CONNECTICUT BOOLA INC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | YALE UNIVERSITY | C | $3,915,959 | $12,801,801 | 1.00000 | Yes (1) | 060798544 | CT | |
| MANASLU PARTNERS LTD | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CJ | MP-MF HOLDINGS LP | C | $5,180,923 | $7,149,134 | 0.99600 | Yes (1) | ||
| FWEB LLC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | FOURTH CENTURY LLC | C | $105 | $3,516,097 | 0.99800 | Yes (1) | 273304506 | DE | |
| 2089841 ONTARIO LIMITED | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | CA | FIFTH CENTURY LP | C | $4,308 | $2,497,476 | 0.98800 | Yes (1) | ||
| HARBOR HILLS COUNTRY CLUB INC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | HARBOR HILLS HOLDINGS LP | C | $2,910 | $28,865 | 0.55000 | Yes (1) | 161452585 | DE | |
| HARBOR HILLS SALES INC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | HARBOR HILLS HOLDINGS LP | C | $550 | 0.55000 | Yes (1) | 593343340 | FL | ||
| YALE UNIVERSITY HONG KONG TRUST | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | ACCEPTS CHARITABLE CONTRIBUTIONS | HK | YALE UNIVERSITY | T | $539,823 | 1.00000 | Yes (1) | |||
| DRAMA PRODUCTIONS INC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | PERFORMING ARTS | YALE UNIVERSITY | C | 1.00000 | Yes (1) | 060851103 | CT | |||
| YORK STREET ASSOCIATES INC | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INACTIVE | YALE UNIVERSITY | C | 1.00000 | Yes (1) | 061174464 | CT | |||
| CHARITABLE POOLED INCOME FUNDS (3) | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | VARIOUS | T | 0 | CT | |||||
| CHARITABLE REMAINDER TRUSTS (40) | |||||||||||||
| C/O YALE UNIVERSITY PO BOX 208239 | NEW HAVEN | CT | 065208239 | INVESTMENT | YALE UNIVERSITY | T | 0 | CT | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (39 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| 100 HOWE STREET ASSOCIATES LLC | |
| S | $159,630 |
| 3C CORPORATION | |
| S | $3,356,680 |
| 3C CORPORATION | |
| B | $3,919,372 |
| 4620 ASSOCIATES LLC | |
| S | $102,030 |
| 5C CORPORATION | |
| B | $1,332,504 |
| 5C CORPORATION | |
| S | $3,811,211 |
| 94 HOWE STREET ASSOCIATES LLC | |
| S | $60,537 |
| BLUEBART LP | |
| B | $200,000,000 |
| CHARLES A COFFIN MEMORIAL FUND | |
| S | $300,000 |
| CONNECTICUT BOOLA INC | |
| B | $700,000 |
| DRAMA PRODUCTIONS INC | |
| P | $799,654 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS 25 LP | |
| S | $523,534 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS 25 LP | |
| B | $842,771 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS II LP | |
| S | $10,325,348 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS II LP | |
| B | $51,223,534 |
| FIFTH CENTURY LP | |
| B | $327,103,163 |
| FIFTH CENTURY LP | |
| S | $1,032,261,865 |
| FOURTH CENTURY LLC | |
| B | $1,955,766,807 |
| FOURTH CENTURY LLC | |
| S | $1,483,851,202 |
| FOXWAY LP | |
| B | $10,000,000 |
| HARBOR HILLS HOLDINGS LP | |
| B | $400,000 |
| JONATHAN EDWARDS TRUST | |
| S | $97,000 |
| LTR FOCUS FUND | |
| B | $138,000,000 |
| LUXIVER LP | |
| B | $115,000,000 |
| LUXIVER NAWAB LP | |
| S | $4,925,111 |
| MOTUS FUND LTD | |
| B | $40,000,000 |
| NEW FYI LTD | |
| B | $25,000,000 |
| NEW FYI LTD | |
| S | $150,000,000 |
| PAUL MELLON CENTRE FOR STUDIES IN BRITISH ART | |
| B | $5,533,774 |
| STOECKEL E B RESIDUE TRUST | |
| S | $330,000 |
| STRATEGIC RESIDENTIAL FUND I LLC | |
| S | $7,525,108 |
| STRATEGIC RESIDENTIAL FUND II LLC | |
| S | $570,000 |
| THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL | |
| S | $18,658,605 |
| THE CHIEF EXECUTIVE LEADERSHIP INSTITUTE OF THE YALE SCHOOL OF MGMT INC | |
| S | $467,291 |
| YALE UNIVERSITY ELIZABETHAN CLUB CORP | |
| R | $586,989 |
| YALE UNIVERSITY HONG KONG TRUST | |
| C | $539,823 |
| YALE UNIVERSITY PRESS LONDON | |
| L | $1,150,213 |
| YALE UNIVERSITY PRESS LONDON | |
| M | $1,197,084 |
| YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST | |
| Q | $24,655,924 |
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: GENERAL NOTE: 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: AS OF JUNE 30, 2016, YALE UNIVERSITY HELD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN 40 CHARITABLE REMAINDER TRUSTS OF WHICH 37 WERE DOMICILED IN CONNECTICUT AND THE REMAINDER WERE DOMICILED IN CALIFORNIA, PENNSYLVANIA, AND MASSACHUSETTS. SCHEDULE R, PART V: GENERAL NOTE: THIS 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. | ExplanationTxt |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 060646973 | Yes (X) | $10,077 | $458,790 | $468,867 | $3,531,725,314 | $3,532,194,181 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| 3C CORPORATION | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 412046529 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| 5C CORPORATION | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 200763050 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY | ||||||||||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | 066078326 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 066032565 | $0 | $0 | $0 | $18,657,255 | $18,657,255 | $1,000,000 | $250,000 | $0 | $0 | $0 | ||
| THE CHIEF EXECUTIVE LEADERSHIP INST OF THE YALE SCHOOL OF MANAGEMENT INC | ||||||||||||||||
| 101 CONSTITUTION AVUENUE SUITE 900 | WASHINGTON | DC | 20001 | 582617787 | $0 | $0 | $0 | $2,523,654 | $2,523,654 | $276,183 | $69,046 | $0 | $0 | $0 | EAST | |
| THE NEW CLINICAL PROGRAM DEVELOPMENT CORPORATION | ||||||||||||||||
| 789 HOWARD AVENUE | NEW HAVEN | CT | 06519 | 061565494 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| YALE SOUTHERN OBSERVATORY INC | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 066068906 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||
| YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 066414276 | $0 | $0 | $0 | $26,362,714 | $26,362,714 | $1,000,000 | $250,000 | $0 | $0 | $0 | ||
| YALE NEW HAVEN MEDICAL CENTER INC | ||||||||||||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | 237440891 | $0 | $0 | $0 | $1,119,696 | $1,119,696 | $186,970 | $46,743 | $0 | $0 | $0 | ||
| THE GRUBER FOUNDATION | ||||||||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 06520 | 451540594 | $0 | $0 | $0 | $5,834,254 | $5,834,254 | $441,713 | $110,428 | $0 | $0 | $0 | ||