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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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T10:18:29-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060646973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YALE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlYALEBusinessNameControlTxt
Phone2034325530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 208239AddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065208239ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN C MURPHYPersonNm
Person TitleVP FOR FINANCE AND CFOPersonTitleTxt
Phone2034321096PhoneNum
Signature2017-05-11SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPETER SALOVEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 208229AddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065208229ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,643,695,507GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.YALE.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1701FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE WORLD THROUGH RESEARCH, SCHOLARSHIP, EDUCATION, PRESERVATION, AND PRACTICEActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee28739TotalEmployeeCnt
Total Volunteers8300TotalVolunteersCnt
Total Gross UBI-$50,314,296TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$33,135,839NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$910,761,374PYContributionsGrantsAmt
CY Contributions Grants$963,188,552CYContributionsGrantsAmt
PY Program Service Revenue$1,614,941,369PYProgramServiceRevenueAmt
CY Program Service Revenue$1,713,524,959CYProgramServiceRevenueAmt
PY Investment Income$2,862,573,168PYInvestmentIncomeAmt
CY Investment Income$2,066,923,157CYInvestmentIncomeAmt
PY Other Revenue$73,396,614PYOtherRevenueAmt
CY Other Revenue$64,361,062CYOtherRevenueAmt
PY Total Revenue$5,461,672,525PYTotalRevenueAmt
CY Total Revenue$4,807,997,730CYTotalRevenueAmt
PY Grants And Similar Paid$414,401,358PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$436,769,273CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,043,522,950PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,150,120,155CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$45,359,174CYTotalFundraisingExpenseAmt
PY Other Expenses$1,055,874,554PYOtherExpensesAmt
CY Other Expenses$1,094,719,066CYOtherExpensesAmt
PY Total Expenses$3,513,798,862PYTotalExpensesAmt
CY Total Expenses$3,681,608,494CYTotalExpensesAmt
PY Revenues Less Expenses$1,947,873,663PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,126,389,236CYRevenuesLessExpensesAmt
Total Assets BOY$34,133,509,535TotalAssetsBOYAmt
Total Assets EOY$34,103,002,387TotalAssetsEOYAmt
Total Liabilities BOY$7,451,141,173TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,312,039,229TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,682,368,362NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,790,963,158NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,685,111,478ExpenseAmt
Grant$3,571,701GrantAmt
Revenue$1,451,465,541RevenueAmt
DescINSTRUCTION: 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

FieldValueIRS element (for citing)
Expense$528,106,000ExpenseAmt
Grant$56,031,994GrantAmt
Revenue$85,764,223RevenueAmt
DescRESEARCH: 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

FieldValueIRS element (for citing)
Expense$696,599,949ExpenseAmt
Grant$373,711,245GrantAmt
Revenue$79,560,210RevenueAmt
DescSTUDENT FINANCIAL AID AND SERVICES: YALE COLLEGE ADMITS STUDENTS FOR THEIR ACADEMIC AND PERSONAL PROMISE WITHOUT REGARD TO THEIR ABILITY TO PAY. YALE IS COMMITTED TO 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

FieldValueIRS element (for citing)
Expense$401,180,737ExpenseAmt
Grant$3,454,333GrantAmt
Revenue$117,420,269RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$401,180,737TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,454,333TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$117,420,269TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,310,998,164TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related PersonYes (1)GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document23709IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee28739EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCAForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryHKForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryJEForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMJForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountrySNForeignCountryCd
Foreign CountrySZForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryIMForeignCountryCd
Foreign CountryETForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed3Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHEN C MURPHY VP FOR FINANCE APersonNm
Phone2034364488PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 SCIENCE PARK 150 MUNSON STREETAddressLine1Txt
CityNEW HAVENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06511ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
PETER SALOVEY
TRUSTEE & PRESIDENT50.002.20Yes (X)Yes (X)$1,103,747$0$262,654
JOSHUA BEKENSTEIN
TRUSTEE5.000.00Yes (X)$0$0$0
JEFFREY L BEWKES
TRUSTEE5.000.00Yes (X)$0$0$0
MAUREEN C CHIQUET
TRUSTEE5.000.00Yes (X)$0$0$0
FRANCISCO G CIGARROA
TRUSTEE5.000.00Yes (X)$0$0$0
PETER B DERVAN
TRUSTEE5.000.00Yes (X)$0$0$0
DONNA L DUBINSKY
TRUSTEE5.000.00Yes (X)$0$0$0
CHARLES W GOODYEAR IV
TRUSTEE5.000.00Yes (X)$0$0$0
CATHARINE B HILL
TRUSTEE5.000.00Yes (X)$0$0$0
PAUL L JOSKOW
TRUSTEE5.000.00Yes (X)$0$0$0
WILLIAM E KENNARD
TRUSTEE5.000.00Yes (X)$0$0$0
DANNEL P MALLOY
TRUSTEE (EX-OFFICIO)0.000.00Yes (X)$0$0$0
MARGARET H MARSHALL
TRUSTEE5.000.00Yes (X)$0$0$0
GINA M RAIMONDO
TRUSTEE5.000.00Yes (X)$0$0$0
E JOHN RICE JR
TRUSTEE5.000.00Yes (X)$0$0$0
EVE H RICE
TRUSTEE5.000.50Yes (X)$0$0$0
KEVIN P RYAN
TRUSTEE5.000.00Yes (X)$0$0$0
DOUGLAS A WARNER III
TRUSTEE5.000.00Yes (X)$0$0$0
NANCY WYMAN
TRUSTEE (EX-OFFICIO)0.000.00Yes (X)$0$0$0
BRUCE D ALEXANDER
VP FOR NEW HAVEN & STATE AFFAIRS50.000.00Yes (X)$567,728$0$42,811
ALEXANDER E DREIER
VP & GENERAL COUNSEL50.000.00Yes (X)$510,367$0$57,782
KIMBERLY M GOFF-CREWS
SECRETARY & VP FOR STUDENT LIFE50.001.00Yes (X)$394,079$0$39,787
SHAUNA R KING
VP FOR FINANCE & BUSINESS OPERATIONS50.001.00Yes (X)$515,824$0$29,882
STEPHEN C MURPHY
VP FOR FINANCE & CFO50.003.20Yes (X)$349,708$0$66,934
EILEEN O'CONNOR
VP FOR COMMUNICATIONS50.000.50Yes (X)$0$0$0
JOAN E O'NEILL
VP FOR ALUMNI AFFAIRS & DEVELOPMENT50.000.40Yes (X)$479,340$0$71,669
MICHAEL A PEEL
VP FOR HR & ADMINISTRATION50.000.00Yes (X)$595,348$0$44,260
BENJAMIN POLAK
PROVOST50.000.20Yes (X)$597,448$0$29,690
SCOTT A STROBEL
VP FOR WEST CAMPUS PLANNING50.000.00Yes (X)$454,273$0$57,877
ROBERT J ALPERN
DEAN SCHOOL OF MEDICINE50.000.00$885,121$0$32,017Yes (X)
JOHN H BOLLIER
AVP FOR FACILITIES50.000.00$384,781$0$69,495Yes (X)
DAVID F SWENSEN
CHIEF INVESTMENT OFFICER50.003.60$3,954,681$0$284,122Yes (X)
DEAN J TAKAHASHI
SR DIRECTOR, INVESTMENTS50.002.00$2,955,474$0$249,390Yes (X)
KHALID M ABBED
CHIEF, NEUROSURGERY SPINE50.000.00$1,466,655$0$63,699Yes (X)
MASOUD AZODI
PROFESSOR, OB/GYN50.000.00$1,106,961$0$65,023Yes (X)
ALAN FORMAN
DIRECTOR, INVESTMENTS50.000.00$1,038,255$0$448,858Yes (X)
PETER G SCHULAM
CHAIR, DEPARTMENT OF UROLOGY50.000.00$1,039,080$0$60,526Yes (X)
TIMOTHY R SULLIVAN
DIRECTOR, INVESTMENTS50.000.00$1,289,777$0$500,450Yes (X)
LINDA K LORIMER
FORMER VP FOR GLOBAL & STRAT. INIT.50.000.00$509,049$0$47,262Yes (X)
DOROTHY K ROBINSON
FORMER VP & GENERAL COUNSEL50.000.20$561,269$0$12,090Yes (X)
MICHAEL J DONOGHUE
FORMER VP FOR WEST CAMPUS PLANNING50.000.00$262,044$0$69,900Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$21,021,009TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,606,178TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3585IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DIMEO CONSTRUCTION COMPANY
75 CHAPMAN STREETPROVIDENCERI02905CONSTRUCTION & RELATED SERVICES$163,619,713
SHAWMUT WOODWORKING & SUPPLY INC
560 HARRISON AVENUEBOSTONMA02118CONSTRUCTION & RELATED SERVICES$46,183,855
THE WHITING-TURNER CONTRACTING COMPANY
300 EAST JOPPA ROADBALTIMOREMD21286CONSTRUCTION & RELATED SERVICES$15,255,538
TURNER CONSTRUCTION COMPANY
50 WATERVIEW DRIVESHELTONCT06484CONSTRUCTION & RELATED SERVICES$15,189,091
FRANK LILL AND SON INC
785 OLD DUTCH ROADVICTORNY14564CONSTRUCTION & RELATED SERVICES$15,188,466
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K429CntrctRcvdGreaterThan100KCnt
Federated Campaigns$556,168FederatedCampaignsAmt
Fundraising$401,547FundraisingAmt
Related Organizations$539,823RelatedOrganizationsAmt
Government Grants$448,503,951GovernmentGrantsAmt
All Other Contributions$513,187,063AllOtherContributionsAmt
Noncash Contributions$101,423,736NoncashContributionsAmt
Total Contributions$963,188,552TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEDICAL SERVICE INCOME541900$823,132,271$821,381,972$1,750,299
STUDENT INCOME611310$603,894,043$603,894,043
CONTRACT INCOME-GOV'T541700$120,117,897$120,117,897
CONTRACT INC-NON-GOV'T541700$71,396,062$71,396,062
PUBLICATIONS INCOME511130$19,960,823$19,877,095$83,728

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$75,023,863TotalRevenueColumnAmt
Related Or Exempt Func Income$72,889,907RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,133,956UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,713,524,959TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$583,698,035TotalRevenueColumnAmt
Unrelated Business Revenue-$31,821,972UnrelatedBusinessRevenueAmt
Exclusion$615,520,007ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,671TotalRevenueColumnAmt
Exclusion$53,671ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,292,715TotalRevenueColumnAmt
Exclusion$7,292,715ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$16,647,993RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$12,778,628RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,869,365RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,869,365TotalRevenueColumnAmt
Exclusion$3,869,365ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,046,434,965SecuritiesAmt
Other$3,259,357,651OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,009,293,283SecuritiesAmt
Other$1,813,327,882OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,141,682SecuritiesAmt
Other$1,446,029,769OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,483,171,451TotalRevenueColumnAmt
Unrelated Business Revenue-$23,832,412UnrelatedBusinessRevenueAmt
Exclusion$1,507,003,863ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$328,034FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$401,547ContriRptFundraisingEventAmt
Fundraising Direct Expenses$293,203FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,831TotalRevenueColumnAmt
Exclusion$34,831ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$13,818GamingGrossIncomeAmt
Gaming Direct Expenses$4,781GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,037TotalRevenueColumnAmt
Exclusion$9,037ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
EDUCATIONAL SUPPORT611710$24,653,267$24,653,267
PARKING812930$13,765,942$1,340,795$12,425,147
UTILITIES221000$11,034,271$11,034,271

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,701,634TotalRevenueColumnAmt
Unrelated Business Revenue$31,310UnrelatedBusinessRevenueAmt
Exclusion$3,670,324ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$53,155,114OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,807,997,730TotalRevenueColumnAmt
Related Or Exempt Func Income$1,734,210,243RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$50,314,296UnrelatedBusinessRevenueAmt
Exclusion$2,160,913,231ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$50,872,812TotalAmt
Program Services$50,872,812ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$370,037,562TotalAmt
Program Services$370,037,562ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$15,858,899TotalAmt
Program Services$15,858,899ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17,501,244TotalAmt
Program Services$1,382,916ProgramServicesAmt
Management And General$15,558,693ManagementAndGeneralAmt
Fundraising$559,635FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$17,738,375TotalAmt
Program Services$13,507,818ProgramServicesAmt
Management And General$3,994,749ManagementAndGeneralAmt
Fundraising$235,808FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,567,953,193TotalAmt
Program Services$1,441,801,706ProgramServicesAmt
Management And General$104,889,067ManagementAndGeneralAmt
Fundraising$21,262,420FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$146,718,857TotalAmt
Program Services$133,415,185ProgramServicesAmt
Management And General$10,866,140ManagementAndGeneralAmt
Fundraising$2,437,532FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$307,183,481TotalAmt
Program Services$272,857,849ProgramServicesAmt
Management And General$30,391,120ManagementAndGeneralAmt
Fundraising$3,934,512FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$93,025,005TotalAmt
Program Services$84,208,567ProgramServicesAmt
Management And General$7,250,232ManagementAndGeneralAmt
Fundraising$1,566,206FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,773,341TotalAmt
Program Services$1,201,012ProgramServicesAmt
Management And General$3,572,329ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,777,382TotalAmt
Program Services$143,436ProgramServicesAmt
Management And General$2,633,946ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$97,855TotalAmt
Management And General$97,855ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$54,795,302TotalAmt
Management And General$54,795,302ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$124,019,280TotalAmt
Program Services$105,701,805ProgramServicesAmt
Management And General$16,986,670ManagementAndGeneralAmt
Fundraising$1,330,805FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,877,218TotalAmt
Program Services$2,638,282ProgramServicesAmt
Management And General$135,320ManagementAndGeneralAmt
Fundraising$103,616FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,518,012TotalAmt
Program Services$15,745,460ProgramServicesAmt
Management And General$6,715,551ManagementAndGeneralAmt
Fundraising$1,057,001FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$47,750,180TotalAmt
Program Services$34,401,318ProgramServicesAmt
Management And General$12,663,401ManagementAndGeneralAmt
Fundraising$685,461FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$53,530TotalAmt
Program Services$53,530ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$85,602,464TotalAmt
Program Services$82,201,108ProgramServicesAmt
Management And General$1,197,849ManagementAndGeneralAmt
Fundraising$2,203,507FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$54,429,593TotalAmt
Program Services$49,820,959ProgramServicesAmt
Management And General$3,492,499ManagementAndGeneralAmt
Fundraising$1,116,135FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$19,322TotalAmt
Program Services$19,322ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,613,858TotalAmt
Program Services$5,212,458ProgramServicesAmt
Management And General$337,100ManagementAndGeneralAmt
Fundraising$64,300FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$74,094,956TotalAmt
Program Services$72,329,072ProgramServicesAmt
Management And General$1,425,481ManagementAndGeneralAmt
Fundraising$340,403FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$257,433,806TotalAmt
Program Services$238,352,959ProgramServicesAmt
Management And General$15,402,702ManagementAndGeneralAmt
Fundraising$3,678,145FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,027,051TotalAmt
Program Services$23,225,103ProgramServicesAmt
Management And General$1,801,948ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$144,590,504TotalAmt
Program Services$112,953,157ProgramServicesAmt
Management And General$28,436,355ManagementAndGeneralAmt
Fundraising$3,200,992FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,681,608,494TotalAmt
Program Services$3,310,998,164ProgramServicesAmt
Management And General$325,251,156ManagementAndGeneralAmt
Fundraising$45,359,174FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,865,353BOYAmt
EOY$11,211,079EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$255,243,298BOYAmt
EOY$177,345,169EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$565,538,631BOYAmt
EOY$637,707,592EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$140,790,800BOYAmt
EOY$153,974,575EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$189,572BOYAmt
EOY$80,847EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$151,925,997BOYAmt
EOY$148,558,027EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,574,686BOYAmt
EOY$13,761,268EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,206,118BOYAmt
EOY$21,350,456EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,180,229,653LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,473,379,541LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,432,977,342BOYAmt
EOY$4,706,850,112EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,481,272,090BOYAmt
EOY$4,747,807,531EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,529,019,061BOYAmt
EOY$23,064,622,983EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$32,285,358BOYAmt
EOY$37,638,709EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$474,621,229BOYAmt
EOY$382,094,039EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$34,133,509,535BOYAmt
EOY$34,103,002,387EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$352,016,560BOYAmt
EOY$395,545,476EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,235,344BOYAmt
EOY$6,600,625EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$99,911,513BOYAmt
EOY$120,628,128EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,897,175,687BOYAmt
EOY$2,877,350,520EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,020,683BOYAmt
EOY$2,723,219EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$558,161,864BOYAmt
EOY$557,797,088EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,536,619,522BOYAmt
EOY$4,351,394,173EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,451,141,173BOYAmt
EOY$8,312,039,229EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,280,801,593BOYAmt
EOY$3,446,697,446EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,921,626,384BOYAmt
EOY$18,685,880,925EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,479,940,385BOYAmt
EOY$3,658,384,787EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,682,368,362BOYAmt
EOY$25,790,963,158EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,133,509,535BOYAmt
EOY$34,103,002,387EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,126,389,236ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,633,417,922NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$384,376,518OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$863,987,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$846,509,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$878,354,797CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$910,761,374CurrentTaxYearMinus1YearAmt
Current Tax Year$963,188,552CurrentTaxYearAmt
Total$4,462,801,849TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$863,987,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$846,509,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$878,354,797CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$910,761,374CurrentTaxYearMinus1YearAmt
Current Tax Year$963,188,552CurrentTaxYearAmt
Total$4,462,801,849TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$4,462,801,849PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$511,578,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$558,241,125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$731,938,276CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$433,042,326CurrentTaxYearMinus1YearAmt
Current Tax Year$639,514,386CurrentTaxYearAmt
Total$2,874,314,120TotalAmt
FieldValueIRS element (for citing)
Total Support$7,337,115,969TotalSupportAmt
Gross Receipts Rltd Activities$7,644,773,102GrossReceiptsRltdActivitiesAmt
Public Support CY1700.60830PublicSupportCY170Pct
Public Support PY1700.62950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,077FilingOrganizationsTotalAmt
Affiliated Group Total$10,077AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$458,790FilingOrganizationsTotalAmt
Affiliated Group Total$458,790AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$468,867FilingOrganizationsTotalAmt
Affiliated Group Total$468,867AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,531,725,314FilingOrganizationsTotalAmt
Affiliated Group Total$3,586,222,887AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,532,194,181FilingOrganizationsTotalAmt
Affiliated Group Total$3,586,691,754AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$606,971CurrentYearMinus3Amt
Current Year Minus2$506,069CurrentYearMinus2Amt
Current Year Minus1$435,170CurrentYearMinus1Amt
Current Year$468,867CurrentYearAmt
Total$2,017,077TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$18,971CurrentYearMinus3Amt
Current Year Minus2$10,448CurrentYearMinus2Amt
Current Year Minus1$5,821CurrentYearMinus1Amt
Current Year$10,077CurrentYearAmt
Total$45,317TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$13,750,000DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,219,549DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$76,661,761DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SaleYes (1)SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,789,811,000BeginningYearBalanceAmt
Contributions$182,188,000ContributionsAmt
Investment Earnings Or Losses$753,230,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$178,364,898GrantsOrScholarshipsAmt
Other Expenditures$808,937,122OtherExpendituresAmt
Administrative Expenses$80,427,980AdministrativeExpensesAmt
End Year Balance$25,657,499,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,089,614,000BeginningYearBalanceAmt
Contributions$117,434,000ContributionsAmt
Investment Earnings Or Losses$2,579,415,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$165,168,000GrantsOrScholarshipsAmt
Other Expenditures$750,471,000OtherExpendituresAmt
Administrative Expenses$81,013,000AdministrativeExpensesAmt
End Year Balance$25,789,811,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,993,584,000BeginningYearBalanceAmt
Contributions$131,476,000ContributionsAmt
Investment Earnings Or Losses$4,037,639,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$162,357,000GrantsOrScholarshipsAmt
Other Expenditures$833,291,000OtherExpendituresAmt
Administrative Expenses$77,437,000AdministrativeExpensesAmt
End Year Balance$24,089,614,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,606,479,000BeginningYearBalanceAmt
Contributions$147,031,000ContributionsAmt
Investment Earnings Or Losses$2,294,825,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$157,718,000GrantsOrScholarshipsAmt
Other Expenditures$824,778,000OtherExpendituresAmt
Administrative Expenses$72,255,000AdministrativeExpensesAmt
End Year Balance$20,993,584,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,630,896,000BeginningYearBalanceAmt
Contributions$137,655,000ContributionsAmt
Investment Earnings Or Losses$877,883,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$152,900,000GrantsOrScholarshipsAmt
Other Expenditures$819,118,000OtherExpendituresAmt
Administrative Expenses$67,937,000AdministrativeExpensesAmt
End Year Balance$19,606,479,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15950BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.14120PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.69930TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$135,248,940OtherCostOrOtherBasisAmt
Book Value$135,248,940BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$62,088,112InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,485,691,244OtherCostOrOtherBasisAmt
Depreciation$2,122,705,611DepreciationAmt
Book Value$4,425,073,745BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,299,035OtherCostOrOtherBasisAmt
Depreciation$949,981DepreciationAmt
Book Value$349,054BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$495,902,322OtherCostOrOtherBasisAmt
Depreciation$349,723,949DepreciationAmt
Book Value$146,178,373BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,706,850,112TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH AND CASH EQUIVALENTS$100,107F
FIXED INCOME$74,720,935F
COMMON STOCK$224,109,341F
EQUITY INVESTMENTS$22,423,373,761F
OTHER INVESTMENTS$342,318,839F
FieldValueIRS element (for citing)
Total Book Value Securities$23,064,622,983TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$4,351,394,173TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,517,465,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,633,417,922NetUnrealizedGainsInvstAmt
Other Revenue-$608,675,264OtherRevenueAmt
Revenue Not Reported-$2,242,093,186RevenueNotReportedAmt
Revenue Subtotal$4,759,558,186RevenueSubtotalAmt
Investment Expenses Not Incld$95,994,359InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$47,554,815OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$48,439,544RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,807,997,730TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,364,206,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$59,482,814OtherExpensesIncludedAmt
Expenses Not Reported$59,482,814ExpensesNotReportedAmt
Expenses Subtotal$3,304,723,186ExpensesSubtotalAmt
Investment Expenses Not Incld2$95,994,359InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$280,890,949OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$376,885,308ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,681,608,494TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3SEE SCHEDULE E PAGE 2
SCHEDULE E, LINE 3YALE 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 6THE UNIVERSITY HAS RECEIVED AND CONTINUES TO RECEIVE STUDENT FINANCIAL AID AND GRANTS FROM GOVERNMENTAL AGENCIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (108 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESACADEMIC COLLABORATIONS$35,932
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESALUMNI RELATIONS$8,549
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESCONFERENCES & SEMINARS$224,330
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESCULTURAL EXCHANGE$1,503
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESINSTRUCTION/TEACHING$19,860
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$76,272
CENTRAL AMERICA AND THE CARIBBEAN05PROGRAM SERVICESRESEARCH$150,633
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESSTUDENT RECRUITMENT$4,455
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$19,133
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$13,894
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$472,974
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$2,314,536,887
EAST ASIA AND THE PACIFIC111PROGRAM SERVICESACADEMIC COLLABORATIONS$1,984,622
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESALUMNI RELATIONS$56,184
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESCONFERENCES & SEMINARS$1,572,487
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESCULTURAL EXCHANGE$86,415
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESINSTRUCTION/TEACHING$320,547
EAST ASIA AND THE PACIFIC216PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$3,625,992
EAST ASIA AND THE PACIFIC03PROGRAM SERVICESRESEARCH$602,542
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDENT RECRUITMENT$177,698
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$135,031
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$75,447
EAST ASIA AND THE PACIFIC00FUNDRAISING$89,346
EAST ASIA AND THE PACIFIC00GRANTMAKING$3,357,781
EAST ASIA AND THE PACIFIC00INVESTMENTS$4,747,943
EUROPE (INCLUDING ICELAND & GREENLAND)08PROGRAM SERVICESACADEMIC COLLABORATIONS$788,432
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESALUMNI RELATIONS$131,208
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESCONFERENCES & SEMINARS$3,270,025
EUROPE (INCLUDING ICELAND & GREENLAND)02PROGRAM SERVICESCULTURAL EXCHANGE$119,328
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESINSTRUCTION/TEACHING$136,952
EUROPE (INCLUDING ICELAND & GREENLAND)025PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$6,222,281
EUROPE (INCLUDING ICELAND & GREENLAND)06PROGRAM SERVICESRESEARCH$1,301,335
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESSTUDENT RECRUITMENT$81,382
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$787,687
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$53,091
EUROPE (INCLUDING ICELAND & GREENLAND)00FUNDRAISING$135,882
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$5,869,765
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$225,546,426
MIDDLE EAST AND NORTH AFRICA01PROGRAM SERVICESACADEMIC COLLABORATIONS$32,336
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESALUMNI RELATIONS$8,697
MIDDLE EAST AND NORTH AFRICA01PROGRAM SERVICESCONFERENCES & SEMINARS$248,943
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESCULTURAL EXCHANGE$4,323
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESINSTRUCTION/TEACHING$28,539
MIDDLE EAST AND NORTH AFRICA02PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$35,896
MIDDLE EAST AND NORTH AFRICA12PROGRAM SERVICESRESEARCH$221,723
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESSTUDENT RECRUITMENT$9,019
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$45,618
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$7,314
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$686,122
NORTH AMERICA02PROGRAM SERVICESACADEMIC COLLABORATIONS$30,758
NORTH AMERICA00PROGRAM SERVICESALUMNI RELATIONS$27,609
NORTH AMERICA00PROGRAM SERVICESCONFERENCES & SEMINARS$704,207
NORTH AMERICA00PROGRAM SERVICESCULTURAL EXCHANGE$14,242
NORTH AMERICA00PROGRAM SERVICESINSTRUCTION/TEACHING$18,098
NORTH AMERICA012PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$86,914
NORTH AMERICA06PROGRAM SERVICESRESEARCH$74,062
NORTH AMERICA00PROGRAM SERVICESSTUDENT RECRUITMENT$72,581
NORTH AMERICA00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$8,691
NORTH AMERICA00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$1,310
NORTH AMERICA00FUNDRAISING$6,193
NORTH AMERICA00GRANTMAKING$576,915
NORTH AMERICA00INVESTMENTS$62,922,889
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESACADEMIC COLLABORATIONS$9,823
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESCONFERENCES & SEMINARS$40,324
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESCULTURAL EXCHANGE$18,797
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESINSTRUCTION/TEACHING$3,591
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$11,905
RUSSIA AND THE NEWLY INDEPENDENT STATES02PROGRAM SERVICESRESEARCH$166,243
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$14,811
RUSSIA AND THE NEWLY INDEPENDENT STATES00GRANTMAKING$673,162
SOUTH AMERICA00PROGRAM SERVICESACADEMIC COLLABORATIONS$175,288
SOUTH AMERICA00PROGRAM SERVICESALUMNI RELATIONS$18,126
SOUTH AMERICA00PROGRAM SERVICESCONFERENCES & SEMINARS$166,915
SOUTH AMERICA00PROGRAM SERVICESCULTURAL EXCHANGE$31,816
SOUTH AMERICA00PROGRAM SERVICESINSTRUCTION/TEACHING$13,640
SOUTH AMERICA09PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$61,940
SOUTH AMERICA01PROGRAM SERVICESRESEARCH$272,639
SOUTH AMERICA00PROGRAM SERVICESSTUDENT RECRUITMENT$66,893
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$44,823
SOUTH AMERICA00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$10,565
SOUTH AMERICA00GRANTMAKING$1,938,272
SOUTH AMERICA00INVESTMENTS$4,287,501
SOUTH ASIA00PROGRAM SERVICESACADEMIC COLLABORATIONS$38,403
SOUTH ASIA00PROGRAM SERVICESALUMNI RELATIONS$33,259
SOUTH ASIA00PROGRAM SERVICESCONFERENCES & SEMINARS$86,293
SOUTH ASIA00PROGRAM SERVICESCULTURAL EXCHANGE$1,810
SOUTH ASIA00PROGRAM SERVICESINSTRUCTION/TEACHING$12,372
SOUTH ASIA03PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$39,376
SOUTH ASIA01PROGRAM SERVICESRESEARCH$179,063
SOUTH ASIA00PROGRAM SERVICESSTUDENT RECRUITMENT$74,358
SOUTH ASIA00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$50,559
SOUTH ASIA00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$16,638
SOUTH ASIA00FUNDRAISING$16,614
SOUTH ASIA00GRANTMAKING$720,078
SOUTH ASIA00INVESTMENTS$55,230
SUB-SAHARAN AFRICA03PROGRAM SERVICESACADEMIC COLLABORATIONS$71,926
SUB-SAHARAN AFRICA00PROGRAM SERVICESALUMNI RELATIONS$10,209
SUB-SAHARAN AFRICA01PROGRAM SERVICESCONFERENCES & SEMINARS$266,011
SUB-SAHARAN AFRICA00PROGRAM SERVICESCULTURAL EXCHANGE$30,970
SUB-SAHARAN AFRICA01PROGRAM SERVICESINSTRUCTION/TEACHING$154,235
SUB-SAHARAN AFRICA03PROGRAM SERVICESOTHER MISSION RELATED ACTIVITIES$48,975
SUB-SAHARAN AFRICA132PROGRAM SERVICESRESEARCH$2,189,150
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDENT RECRUITMENT$62,094
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD & OTHER EDUCATIONAL PROGRAMS$35,884
SUB-SAHARAN AFRICA00PROGRAM SERVICESTRAINING & CLINICAL PRACTICE$268,484
SUB-SAHARAN AFRICA00FUNDRAISING$12,482
SUB-SAHARAN AFRICA00GRANTMAKING$1,469,455
SUB-SAHARAN AFRICA00INVESTMENTS$339,956,006
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees5SubtotalEmployeesCnt
Continutation Total Office5ContinutationTotalOfficeCnt
Continutation Total Employee153ContinutationTotalEmployeeCnt
Total Office5TotalOfficeCnt
Total Employee158TotalEmployeeCnt
Subtotal Spent$521,534SubtotalSpentAmt
Continuation Spent$2,996,118,724ContinuationSpentAmt
Total Spent$2,996,640,258TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (71 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
CENTRAL AMERICA AND THE CARIBBEANSUBAWARD - SPONSORED RESEARCH$23,181WIRE
CENTRAL AMERICA AND THE CARIBBEANSUBAWARD - SPONSORED RESEARCH$173,196WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$29,019WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$159,652WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$6,247WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$120,700WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$91,187WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$7,034WIRE
EAST ASIA AND THE PACIFICSUBAWARD - SPONSORED RESEARCH$57,332WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$14,573WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$38,437WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$13,015WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$13,760WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$14,710WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$10,154WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$47,054WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$41,462WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$40,327WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$6,482WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$5,645WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$907,329WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$7,050WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$5,650WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$32,323WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$37,133WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$6,073WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$75,791WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$164,736WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$6,099WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$21,257WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$24,000WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$129,773WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$45,386WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$137,066WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$5,160WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$56,691WIRE
EUROPE (INCL. ICELAND AND GREENLAND)SUBAWARD - SPONSORED RESEARCH$22,585WIRE
MIDDLE EAST AND NORTH AFRICASUBAWARD - SPONSORED RESEARCH$63,028WIRE
MIDDLE EAST AND NORTH AFRICASUBAWARD - SPONSORED RESEARCH$120,000WIRE
MIDDLE EAST AND NORTH AFRICASUBAWARD - SPONSORED RESEARCH$5,057WIRE
MIDDLE EAST AND NORTH AFRICASUBAWARD - SPONSORED RESEARCH$21,964WIRE
NORTH AMERICASUBAWARD - SPONSORED RESEARCH$63,512WIRE
NORTH AMERICASUBAWARD - SPONSORED RESEARCH$144,800WIRE
NORTH AMERICASUBAWARD - SPONSORED RESEARCH$65,615WIRE
NORTH AMERICASUBAWARD - SPONSORED RESEARCH$38,133WIRE
NORTH AMERICASUBAWARD - SPONSORED RESEARCH$84,401WIRE
RUSSIA AND THE NEWLY INDEPENDENT STATESSUBAWARD - SPONSORED RESEARCH$24,993WIRE
RUSSIA AND THE NEWLY INDEPENDENT STATESSUBAWARD - SPONSORED RESEARCH$376,047WIRE
RUSSIA AND THE NEWLY INDEPENDENT STATESSUBAWARD - SPONSORED RESEARCH$79,567WIRE
RUSSIA AND THE NEWLY INDEPENDENT STATESSUBAWARD - SPONSORED RESEARCH$18,586WIRE
SOUTH AMERICASUBAWARD - SPONSORED RESEARCH$189,953WIRE
SOUTH AMERICASUBAWARD - SPONSORED RESEARCH$339,831WIRE
SOUTH AMERICASUBAWARD - SPONSORED RESEARCH$34,197WIRE
SOUTH AMERICASUBAWARD - SPONSORED RESEARCH$209,184WIRE
SOUTH AMERICASUBAWARD - SPONSORED RESEARCH$184,591WIRE
SOUTH ASIASUBAWARD - SPONSORED RESEARCH$17,820WIRE
SOUTH ASIASUBAWARD - SPONSORED RESEARCH$397,218WIRE
SOUTH ASIASUBAWARD - SPONSORED RESEARCH$18,701WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$21,500WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$38,251WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$9,157WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$16,991WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$300,305WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$17,667WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$53,637WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$228,757WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$69,813WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$9,197WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$132,468WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$59,927WIRE
SUB-SAHARAN AFRICASUBAWARD - SPONSORED RESEARCH$82,371WIRE
FieldValueIRS element (for citing)
Total501c3 Org20Total501c3OrgCnt
Total Other Org51TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (34 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FELLOWSHIPSCENTRAL AMERICA AND THE CARIBBEAN48$203,304CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSEAST ASIA AND THE PACIFIC257$2,388,101CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSEUROPE (INCLUDING ICELAND AND GREENLAND)399$2,580,680CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSMIDDLE EAST AND NORTH AFRICA65$328,435CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSNORTH AMERICA11$38,546CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSRUSSIA AND THE NEWLY INDEPENDENT STATES25$106,260CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSSOUTH AMERICA92$476,528CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSSOUTH ASIA41$162,831CHECK, ELECTRONIC FUND OR WIRE TRANSFER
FELLOWSHIPSSUB-SAHARAN AFRICA66$321,930CHECK, ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSCENTRAL AMERICA AND THE CARIBBEAN13$54,820ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSEAST ASIA AND THE PACIFIC71$244,910ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSEUROPE (INCLUDING ICELAND AND GREENLAND)85$597,309ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSMIDDLE EAST AND NORTH AFRICA13$55,471ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSNORTH AMERICA16$60,625ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSRUSSIA AND THE NEWLY INDEPENDENT STATES3$54,000ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSSOUTH AMERICA37$217,331ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSSOUTH ASIA7$55,490ELECTRONIC FUND OR WIRE TRANSFER
STUDENT STIPENDSSUB-SAHARAN AFRICA35$57,088ELECTRONIC FUND OR WIRE TRANSFER
SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN1$18,473CHECK
SCHOLARSHIPSEAST ASIA AND THE PACIFIC16$175,369CHECK
SCHOLARSHIPSEUROPE (INCLUDING ICELAND AND GREENLAND)41$692,160CHECK
SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA10$87,815CHECK
SCHOLARSHIPSNORTH AMERICA7$69,050CHECK
SCHOLARSHIPSRUSSIA AND THE NEWLY INDEPENDENT STATES1$10,445CHECK
SCHOLARSHIPSSOUTH AMERICA20$272,513CHECK
SCHOLARSHIPSSOUTH ASIA6$61,490CHECK
SCHOLARSHIPSSUB-SAHARAN AFRICA4$50,396CHECK
OTHER ASSISTANCE - HEALTH FEESEAST ASIA AND THE PACIFIC54$78,230CHECK
OTHER ASSISTANCE - HEALTH FEESEUROPE (INCLUDING ICELAND AND GREENLAND)35$69,897CHECK
OTHER ASSISTANCE - HEALTH FEESMIDDLE EAST AND NORTH AFRICA2$4,352CHECK
OTHER ASSISTANCE - HEALTH FEESNORTH AMERICA5$12,233CHECK
OTHER ASSISTANCE - HEALTH FEESRUSSIA AND THE NEWLY INDEPENDENT STATES2$3,264CHECK
OTHER ASSISTANCE - HEALTH FEESSOUTH AMERICA10$14,144CHECK
OTHER ASSISTANCE - HEALTH FEESSOUTH ASIA4$6,528CHECK
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign TrustYes (1)InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$250,362GrossReceiptsEvent1Amt
Charitable Contri Event1$215,558CharitableContriEvent1Amt
Gross Revenue Event1$34,804GrossRevenueEvent1Amt
Non Cash Prizes Event1$4,007NonCashPrizesEvent1Amt
Rent Facility Costs Event1$7,560RentFacilityCostsEvent1Amt
Food And Beverage Event1$16,014FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$13,655OtherDirectExpensesEvent1Amt
Event2GOLF OUTINGEvent2Nm
Gross Receipts Event2$77,090GrossReceiptsEvent2Amt
Charitable Contri Event2$53,525CharitableContriEvent2Amt
Gross Revenue Event2$23,565GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,973NonCashPrizesEvent2Amt
Rent Facility Costs Event2$11,003RentFacilityCostsEvent2Amt
Food And Beverage Event2$9,812FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,304OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$402,129GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$132,464CharitableContriOtherEventsAmt
Gross Revenue Other Events$269,665GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$31,262NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$20,786RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$144,180FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$30,647OthDirectExpnssOtherEventsAmt
Gross Receipts Total$729,581GrossReceiptsTotalAmt
Charitable Contributions Tot$401,547CharitableContributionsTotAmt
Gross Revenue Total Events$328,034GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$38,242NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$39,349RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$170,006FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$45,606OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$293,203DirectExpenseSummaryEventsAmt
Net Income Summary$34,831NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (241 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AIDS PROJECT NEW HAVEN INC
1302 CHAPEL STREETNEW HAVENCT06511222506184501(C)(3)$478,992SUBAWARD - SPONSORED RESEARCH
ALERE WELLBEING INC
999 THIRD AVENUE SUITE 2700SEATTLEWA98104200231080$30,866SUBAWARD - SPONSORED RESEARCH
ALLIANCE FOR EPILEPSY RESEARCH
18522 S STATE ROUTE DBELTONMO64012431760017501(C)(3)$20,000SUBAWARD - SPONSORED RESEARCH
AMERICAN COLLEGE OF RADIOLOGY
1818 MARKET STREET SUITE 1720PHILADELPHIAPA19103362261602501(C)(3)$24,737SUBAWARD - SPONSORED RESEARCH
AMERICAN PSYCHOSOCIAL ONCOLOGY SOCIETY
154 HANSEN ROAD SUITE 201CHARLOTTESVILLEVA22911043720121501(C)(3)$83,174SUBAWARD - SPONSORED RESEARCH
AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES
2025 E STREET NWWASHINGTONDC200065009530196605501(C)(3)$585,772SUBAWARD - SPONSORED RESEARCH
ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
225 EAST CHICAGO AVENUE BOX 205CHICAGOIL606112606362170833501(C)(3)$46,195SUBAWARD - SPONSORED RESEARCH
APT FOUNDATION INC
ONE LONG WHARF DRIVE SUITE 321NEW HAVENCT06511237061218501(C)(3)$582,168SUBAWARD - SPONSORED RESEARCH
ARIZONA STATE UNIVERSITY
PO BOX 876011TEMPEAZ852876011860196696STATE OF AZ$48,789SUBAWARD - SPONSORED RESEARCH
ATLANTA RESEARCH & EDUCATION FOUNDATION INC
1902 CLAIRMONT ROADDECATURGA30033581857346501(C)(3)$126,958SUBAWARD - SPONSORED RESEARCH
BALTIMORE RESEARCH & EDUCATION FOUNDATION INC
10 NORTH GREENE STREETBALTIMOREMD21201521705976501(C)(3)$54,767SUBAWARD - SPONSORED RESEARCH
BANNER HEALTH
901 E WILLETTA STREETPHOENIXAZ85006450233470501(C)(3)$88,450SUBAWARD - SPONSORED RESEARCH
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZAHOUSTONTX77030741613878501(C)(3)$515,460SUBAWARD - SPONSORED RESEARCH
BAYLOR UNIVERSITY
ONE BEAR PLACE 97041WACOTX767987041741159753501(C)(3)$350,868SUBAWARD - SPONSORED RESEARCH
BAYSTATE MEDICAL CENTER INC
759 CHESTNUT STREETSPRINGFIELDMA01199042790311501(C)(3)$27,490SUBAWARD - SPONSORED RESEARCH
BECKMAN RESEARCH INSTITUTE OF THE CITY OF HOPE
1500 E DUARTE ROADDUARTECA910103000953432210501(C)(3)$9,890SUBAWARD - SPONSORED RESEARCH
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUEBOSTONMA02215042103881501(C)(3)$333,980SUBAWARD - SPONSORED RESEARCH
BLOODWORKS
1551 EASTLAKE AVENUE SUITE 100SEATTLEWA98102911019655501(C)(3)$31,556SUBAWARD - SPONSORED RESEARCH
BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION
4505 MARYLAND PARKWAYLAS VEGASNV89154886000024501(C)(3)$44,400SUBAWARD - SPONSORED RESEARCH
BOYCE THOMPSON INSTITUTE FOR PLANT RESEARCH INC
533 TOWER ROADITHACANY14853131739923501(C)(3)$93,300SUBAWARD - SPONSORED RESEARCH
BRANDEIS UNIVERSITY
PO BOX 549110WALTHAMMA024549110042103552501(C)(3)$66,151SUBAWARD - SPONSORED RESEARCH
BRENTWOOD BIOMEDICAL RESEARCH INSTITUTE INC
PO BOX 25027LOS ANGELESCA90025954183712501(C)(3)$74,186SUBAWARD - SPONSORED RESEARCH
BRIDGEPORT BOARD OF EDUCATION
45 LYON TERRACEBRIDGEPORTCT06604066001865CITY-BRIDGEPORT$207,627SUBAWARD - SPONSORED RESEARCH
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554501(C)(3)$50,712SUBAWARD - SPONSORED RESEARCH
BRIGHAM & WOMEN'S HOSPITAL
399 REVOLUTION DRIVE SUITE 645SOMERVILLEMA02145042312909501(C)(3)$76,715SUBAWARD - SPONSORED RESEARCH
BROOKHAVEN NATIONAL LABORATORY
20 BROOKHAVEN AVENUEUPTONNY119735000113403915US GOVT$89,166SUBAWARD - SPONSORED RESEARCH
BROWN UNIVERSITY
PO BOX 1911PROVIDENCERI02912050258809501(C)(3)$1,217,540SUBAWARD - SPONSORED RESEARCH
CARNEGIE MELLON UNIVERSITY
PO BOX 371032PITTSBURGHPA152507032250969449501(C)(3)$17,459SUBAWARD - SPONSORED RESEARCH
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BOULEVARDLOS ANGELESCA90048951644600501(C)(3)$52,442SUBAWARD - SPONSORED RESEARCH
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUEBOSTONMA02115042774441501(C)(3)$862,297SUBAWARD - SPONSORED RESEARCH
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARDLOS ANGELESCA90027951690977501(C)(3)$75,035SUBAWARD - SPONSORED RESEARCH
CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUECINCINNATIOH45229310833936501(C)(3)$66,338SUBAWARD - SPONSORED RESEARCH
CHILDREN'S RESEARCH INSTITUTE
111 MICHIGAN AVENUE NWWASHINGTONDC200102970521654453501(C)(3)$55,267SUBAWARD - SPONSORED RESEARCH
CITY OF NEW HAVEN
54 MEADOW STREETNEW HAVENCT06519066001876CITY-NEW HAVEN$615,531SUBAWARD - SPONSORED RESEARCH
CLIFFORD W BEERS GUIDANCE CLINIC INC
93 EDWARDS STREETNEW HAVENCT06511060646757501(C)(3)$282,420SUBAWARD - SPONSORED RESEARCH
COLORADO SCHOOL OF MINES
PO BOX 911911DENVERCO802911911846000551STATE OF CO$352,437SUBAWARD - SPONSORED RESEARCH
COLORADO STATE UNIVERSITY
2002 CAMPUS DELIVERYFORT COLLINSCO805232002846000545STATE OF CO$100,528SUBAWARD - SPONSORED RESEARCH
COLUMBIA UNIVERSITY
615 WEST 131ST STREETNEW YORKNY10027135598093501(C)(3)$1,102,201SUBAWARD - SPONSORED RESEARCH
COMMUNITY HEALTH CENTER
635 MAIN STREETMIDDLETOWNCT06457060897105501(C)(3)$40,000SUBAWARD - SPONSORED RESEARCH
CORNELL SCOTT-HILL HEALTH CORPORATION
400 COLUMBUS AVENUE 2ND FLOORNEW HAVENCT06519060870990501(C)(3)$184,419SUBAWARD - SPONSORED RESEARCH
CORNELL UNIVERSITY
PO BOX 22ITHACANY148510022150532082501(C)(3)$652,255SUBAWARD - SPONSORED RESEARCH
CSU FULLERTON AUXILIARY SERVICES COROPORATION
2600 NUTWOOD AVENUEFULLERTONCA92831952081258501(C)(3)$10,100SUBAWARD - SPONSORED RESEARCH
DALLAS VA RESEARCH CORPORATION
PO BOX 397776DALLASTX75339752329831501(C)(3)$80,036SUBAWARD - SPONSORED RESEARCH
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUEBOSTONMA02215042263040501(C)(3)$7,171SUBAWARD - SPONSORED RESEARCH
DARTMOUTH COLLEGE
11 ROPE FERRY ROADHANOVERNH037551404020222111501(C)(3)$48,093SUBAWARD - SPONSORED RESEARCH
DONALD DANFORTH PLANT SCIENCE CENTER
975 NORTH WATSON ROADST LOUISMO63132311584621501(C)(3)$526,630SUBAWARD - SPONSORED RESEARCH
DUKE UNIVERSITY
324 BLACKWELL STREETDURHAMNC27701560532129501(C)(3)$1,198,394SUBAWARD - SPONSORED RESEARCH
EAST CAROLINA UNIVERSITY
2200 S CHARLES BLVDGREENVILLENC278584353566000403STATE OF NC$29,845SUBAWARD - SPONSORED RESEARCH
EDUCATION DEVELOPMENT CENTER INC
43 FOUNDRY AVENUEWALTHAMMA024538313042241718501(C)(3)$37,511SUBAWARD - SPONSORED RESEARCH
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA311935084580566256501(C)(3)$197,533SUBAWARD - SPONSORED RESEARCH
FAIR HAVEN COMMUNITY HEALTH CLINIC INC
374 GRAND AVENUENEW HAVENCT06513060883545501(C)(3)$342,372SUBAWARD - SPONSORED RESEARCH
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030540836354STATE OF VA$223,301SUBAWARD - SPONSORED RESEARCH
GEORGIA REGENTS RESEARCH INSTITUTE INC
PO BOX 945552ATLANTAGA30394581418202501(C)(3)$126,831SUBAWARD - SPONSORED RESEARCH
GLOBAL HEALTHY LIVING FOUNDATION INC
515 N MIDLAND AVENUEUPPER NYACKNY10960204039120501(C)(3)$16,349SUBAWARD - SPONSORED RESEARCH
GRIFFIN HOSPITAL
130 DIVISION STREETDERBYCT06418060647014501(C)(3)$835,841SUBAWARD - SPONSORED RESEARCH
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC
12902 MAGNOLIA DRIVETAMPAFL33612593238634501(C)(3)$11,710SUBAWARD - SPONSORED RESEARCH
HARTFORD HOSPITAL
80 SEYMOUR STREETHARTFORDCT061025037060646668501(C)(3)$1,006,611SUBAWARD - SPONSORED RESEARCH
HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE
6720A ROCKLEDGE DRIVE SUITE 100BETHESDAMD20817521317896501(C)(3)$119,515SUBAWARD - SPONSORED RESEARCH
HYPERTROPHIC CARDIOMYOPATHY ASSOCIATION
322 GREEN POND ROAD SUITE 200HIBERNIANJ07842411855605501(C)(3)$9,661SUBAWARD - SPONSORED RESEARCH
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1 GUSTAVE L LEVY PLACENEW YORKNY100296574136171197501(C)(3)$65,574SUBAWARD - SPONSORED RESEARCH
ILLINOIS INSTITUTE OF TECHNOLOGY
7562 SOLUTION CENTERCHICAGOIL606777005362170136501(C)(3)$14,403SUBAWARD - SPONSORED RESEARCH
INDIANA UNIVERSITY
400 EAST SEVENTH STREETBLOOMINGTONIN47405356001673501(C)(3)$22,837SUBAWARD - SPONSORED RESEARCH
INNOVATIONS FOR POVERTY ACTION
101 WHITNEY AVENUENEW HAVENCT06510061660068501(C)(3)$1,333,729SUBAWARD - SPONSORED RESEARCH
INSTITUTE FOR CLINICAL RESEARCH INC
PO BOX 29545WASHINGTONDC200170745521336656501(C)(3)$108,035SUBAWARD - SPONSORED RESEARCH
INSTITUTE FOR COMMUNITY RESEARCH INC
2 HARTFORD SQUARE WEST SUITE 100HARTFORDCT061065128060653116501(C)(3)$43,882SUBAWARD - SPONSORED RESEARCH
IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY
3609 ADMINISTRATIVE SVCS BLDGAMESIA500113609426004224STATE OF IA$101,549SUBAWARD - SPONSORED RESEARCH
J CRAIG VENTER INSTITUTE
9704 MEDICAL CENTER DRIVEROCKVILLEMD20850521842938501(C)(3)$461,744SUBAWARD - SPONSORED RESEARCH
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROADBALTIMOREMD21211520595110501(C)(3)$401,230SUBAWARD - SPONSORED RESEARCH
JOSLIN DIABETES CENTER INC
ONE JOSLIN PLACEBOSTONMA022155306042203836501(C)(3)$24,000SUBAWARD - SPONSORED RESEARCH
JUNTA FOR PROGRESSIVE ACTION INC
169 GRAND AVENUENEW HAVENCT06513237066862501(C)(3)$120,151SUBAWARD - SPONSORED RESEARCH
KAISER FOUNDATION HOSPITALS
1800 HARRISON STREETOAKLANDCA946123433941105628501(C)(3)$48,289SUBAWARD - SPONSORED RESEARCH
LIBERTY COMMUNITY SERVICES
129 CHURCH STREETNEW HAVENCT06510222849124501(C)(3)$261,666SUBAWARD - SPONSORED RESEARCH
LOVELACE BIOMEDICAL AND ENVIRONMENTAL INSTITUTE
2425 RIDGECREST DRIVE SEALBUQUERQUENM87108510154068501(C)(3)$9,060SUBAWARD - SPONSORED RESEARCH
MASSACHUSETTS GENERAL HOSPITAL
50 STANIFORD STREETBOSTONMA02114042697983501(C)(3)$1,917,889SUBAWARD - SPONSORED RESEARCH
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103594501(C)(3)$915,824SUBAWARD - SPONSORED RESEARCH
MAYO CLINIC
PO BOX 4006ROCHESTERMN559034006416011702501(C)(3)$162,210SUBAWARD - SPONSORED RESEARCH
MAYO CLINIC ARIZONA
13400 EAST SHEA BLVDSCOTTSDALEAZ85259860800150501(C)(3)$17,155SUBAWARD - SPONSORED RESEARCH
MEDICAL UNIVERSITY OF SOUTH CAROLINA
19 HAGOOD AVENUECHARLESTONSC294258170576000722STATE OF SC$47,786SUBAWARD - SPONSORED RESEARCH
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 26338NEW YORKNY10087131924236501(C)(3)$639,176SUBAWARD - SPONSORED RESEARCH
MICHIGAN STATE UNIVERSITY
301 ADMINISTRATION BLDGEAST LANSINGMI48824386005984501(C)(3)$91,424SUBAWARD - SPONSORED RESEARCH
MIDWESTERN CONNECTICUT COUNCIL ON ALCOHOLISM INC
38 OLD RIDGEBURY ROADDANBURYCT06810060890278501(C)(3)$67,375SUBAWARD - SPONSORED RESEARCH
MIRAGEN THERAPEUTICS INC
6200 LOOKOUT ROADBOULDERCO80301204362468$33,472SUBAWARD - SPONSORED RESEARCH
MISSION ASSET FUND
3269 MISSION STREETSAN FRANCISCOCA94110208993652501(C)(3)$10,980SUBAWARD - SPONSORED RESEARCH
MONTANA STATE UNIVERSITY
309 MONTANA HALLBOZEMANMT597172470816010045STATE OF MT$79,604SUBAWARD - SPONSORED RESEARCH
NARROWS INSTITUTE FOR BIOMEDICAL RESEARCH INC
800 POLY PLACEBROOKLYNNY11209113059470501(C)(3)$170,608SUBAWARD - SPONSORED RESEARCH
NATIONAL DIAPER BANK NETWORK INC
129 CHURCH STREET SUITE 611NEW HAVENCT06510452823935501(C)(3)$32,443SUBAWARD - SPONSORED RESEARCH
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206742044647501(C)(3)$126,537SUBAWARD - SPONSORED RESEARCH
NEW HAVEN DIAPER BANK INCORPORATED
PO BOX 9017NEW HAVENCT06532201179912501(C)(3)$33,682SUBAWARD - SPONSORED RESEARCH
NEW HAVEN FAMILY ALLIANCE INC
230 ASHMUN STREETNEW HAVENCT06511061324343501(C)(3)$247,270SUBAWARD - SPONSORED RESEARCH
NEW REACH INC
153 EAST STREETNEW HAVENCT06511223037451501(C)(3)$53,212SUBAWARD - SPONSORED RESEARCH
NEW YORK GENOME CENTER INC
101 AVENUE OF THE AMERICASNEW YORKNY10013800631734501(C)(3)$151,800SUBAWARD - SPONSORED RESEARCH
NEW YORK UNIVERSITY
105 E 17TH STREETNEW YORKNY10003135562308501(C)(3)$591,160SUBAWARD - SPONSORED RESEARCH
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7203RALEIGHNC276957203566000756STATE OF NC$15,727SUBAWARD - SPONSORED RESEARCH
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115041679980501(C)(3)$57,787SUBAWARD - SPONSORED RESEARCH
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
4150 CLEMENT STREETSAN FRANCISCOCA94121943084159501(C)(3)$20,157SUBAWARD - SPONSORED RESEARCH
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL602081112362167817501(C)(3)$27,928SUBAWARD - SPONSORED RESEARCH
OAKLAND UNIVERSITY
530 WILSON HALLROCHESTERMI48309381714400STATE OF MI$200,124SUBAWARD - SPONSORED RESEARCH
OCEAN STATE RESEARCH INSTITUTE INC
830 CHALKSTONE AVENUEPROVIDENCERI029084734050440574501(C)(3)$15,777SUBAWARD - SPONSORED RESEARCH
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK ROADPORTLANDOR97239931176109STATE OF OR$13,038SUBAWARD - SPONSORED RESEARCH
OREGON STATE UNIVERSITY
PO BOX 1086CORVALLISOR973391086481278540STATE OF OR$10,251SUBAWARD - SPONSORED RESEARCH
PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVEHERSHEYPA17033246000376STATE OF PA$138,082SUBAWARD - SPONSORED RESEARCH
PHILIPS ELECTRONICS NORTH AMERICA CORPORATION
2 CANAL PARKCAMBRIDGEMA02141133429115$72,618SUBAWARD - SPONSORED RESEARCH
PHOTON ACQUISITION CORPORATION
10420 RESEARCH ROAD SEALBUQUERQUENM87123471941203$158,861SUBAWARD - SPONSORED RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE THIRDCAMBRIDGEMA02138042103580501(C)(3)$1,415,189SUBAWARD - SPONSORED RESEARCHFLOOR
PURDUE UNIVERSITY
401 S GRANT STREETWEST LAFAYETTEIN479072024356002041501(C)(3)$129,195SUBAWARD - SPONSORED RESEARCH
RECOVERY NETWORK OF PROGRAMS INC
2 RESEARCH DRIVESTRATFORDCT06615060910080501(C)(3)$147,792SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE
5251 CALIFORNIA AVENUEIRVINECA92617952226406501(C)(3)$401,844SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN DRIVELA JOLLACA920930009956006144501(C)(3)$1,324,490SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062WEST SACRAMENTOCA957989062946036494501(C)(3)$22,202SUBAWARD - SPONSORED RESEARCH
REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUELOS ANGELESCA900959000956006143501(C)(3)$1,334,191SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREETSAN FRANCISCOCA94143946036493501(C)(3)$1,096,234SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF COLORADO
PO BOX 910238DENVERCO802910238846000555501(C)(3)$588,259SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
24 FRANK LLOYD WRIGHT DRIVEANN ARBORMI48106386006309501(C)(3)$291,935SUBAWARD - SPONSORED RESEARCH
REGENTS OF THE UNIVERSITY OF MINNESOTA
PO BOX 1450MINNEAPOLISMN554855957416007513STATE OF MN$187,085SUBAWARD - SPONSORED RESEARCH
RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREETNEW YORKNY10036131988190501(C)(3)$7,977SUBAWARD - SPONSORED RESEARCH
RHODE ISLAND HOSPITAL
593 EDDY STREETPROVIDENCERI02903050258954501(C)(3)$27,031SUBAWARD - SPONSORED RESEARCH
RUTGERS THE STATE UNIVERSITY
3 RUTGERS PLAZANEW BRUNSWICKNJ08901226001086501(C)(3)$297,140SUBAWARD - SPONSORED RESEARCH
SAGE ANALYTICA
4915 ST ELMO AVENUE SUITE 205BETHESDAMD20814260603861$297,130SUBAWARD - SPONSORED RESEARCH
SANFORD BURNHAM MEDICAL DISCOVERY INSTITUTE
10901 NORTH TORREY PINES ROADLA JOLLACA92037510197108501(C)(3)$37,564SUBAWARD - SPONSORED RESEARCH
SEATTLE CHILDREN'S HOSPITAL
PO BOX 24728SEATTLEWA981240728910564748501(C)(3)$748,191SUBAWARD - SPONSORED RESEARCH
SEPULVEDA RESEARCH CORPORATION
16111 PLUMMER STREETNORTH HILLSCA91343954246275501(C)(3)$121,650SUBAWARD - SPONSORED RESEARCH
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866141338562501(C)(3)$20,900SUBAWARD - SPONSORED RESEARCH
SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH
PO BOX 27084NEW YORKNY10087131624182501(C)(3)$107,818SUBAWARD - SPONSORED RESEARCH
SMART POWER INC
1120 CONNECTICUT AVENUEWASHINGTONDC20036030375454501(C)(3)$62,063SUBAWARD - SPONSORED RESEARCH
SMITHSONIAN INSTITUTION
1000 JEFFERSON DRIVEWASHINGTONDC20560530206027501(C)(3)$489,504SUBAWARD - SPONSORED RESEARCH
SOCIAL SCIENCE RESEARCH COUNCIL
ONE PIERREPONT PLAZABROOKLYNNY11201131325070501(C)(3)$202,493SUBAWARD - SPONSORED RESEARCH
SOUTHERN CONNECTICUT STATE UNIVERSITY
501 CRESCENT STREETNEW HAVENCT065151355061363115STATE OF CT$259,219SUBAWARD - SPONSORED RESEARCH
STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304941156365501(C)(3)$676,269SUBAWARD - SPONSORED RESEARCH
STATE OF CONNECTICUT
24 WOLCOTT HILL ROADWETHERSFIELDCT061091152066000798STATE OF CT$106,837SUBAWARD - SPONSORED RESEARCH
TAMPA VA RESEARCH AND EDUCATION FOUNDATION INC
5620 E FOWLER AVENUETEMPLE TERRACEFL33617593444354501(C)(3)$118,472SUBAWARD - SPONSORED RESEARCH
TEMPLE UNIVERSITY
3401 N BROAD STREETPHILADELPHIAPA19140231365971501(C)(3)$257,037SUBAWARD - SPONSORED RESEARCH
TEXAS A & M UNIVERSITY
400 HARVEY MITCHELL PKWYCOLLEGE STATIONTX778454375746000531501(C)(3)$51,963SUBAWARD - SPONSORED RESEARCH
TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVESAN MARCOSTX78666746002248STATE OF TX$18,940SUBAWARD - SPONSORED RESEARCH
THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
PO BOX 20787SPRINGFIELDIL627080787376000511501(C)(3)$19,914SUBAWARD - SPONSORED RESEARCH
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142263428781501(C)(3)$44,248SUBAWARD - SPONSORED RESEARCH
THE BRONX VETERANS MEDICAL RESEARCH FOUNDATION INC
130 W KINGSBRIDGE ROADBRONXNY10468133699250501(C)(3)$98,278SUBAWARD - SPONSORED RESEARCH
THE COLLEGE OF NEW JERSEY
PO BOX 7718EWINGNJ086280718222797398STATE OF NJ$17,090SUBAWARD - SPONSORED RESEARCH
THE CONNECTICUT CENTER FOR PRIMARY CARE INC
PO BOX 762FARMINGTONCT06034030441188501(C)(3)$93,929SUBAWARD - SPONSORED RESEARCH
THE CORPORATION OF MERCER UNIVERSITY
1501 MERCER UNIVERSITY DRIVEMACONGA312070001580566167501(C)(3)$10,213SUBAWARD - SPONSORED RESEARCH
THE GEORGE WASHINGTON UNIVERSITY
44983 KNOLL SQUAREASHBURNVA20147530196584501(C)(3)$135,973SUBAWARD - SPONSORED RESEARCH
THE HEBREW HOME FOR THE AGED AT RIVERDALE
5901 PALISADE AVENUERIVERDALENY10471131739971501(C)(3)$51,299SUBAWARD - SPONSORED RESEARCH
THE HEKTOEN INSTITUTE OF MEDICINE
2240 WEST OGDEN AVENUECHICAGOIL60612362244897501(C)(3)$5,247SUBAWARD - SPONSORED RESEARCH
THE HOSPITAL FOR SPECIAL SURGERY FUND INC
535 EAST 70TH STREETNEW YORKNY10021136714749501(C)(3)$25,141SUBAWARD - SPONSORED RESEARCH
THE HOWARD UNIVERSITY
525 BRYANT STREET NW SUITE 137WASHINGTONDC20059530204707501(C)(3)$5,667SUBAWARD - SPONSORED RESEARCH
THE JACKSON LABORATORY
610 MAIN STREETBAR HARBORME046091500010211513501(C)(3)$43,176SUBAWARD - SPONSORED RESEARCH
THE JOHN B PIERCE LABORATORY INC
290 CONGRESS AVENUENEW HAVENCT06519060646780501(C)(3)$257,314SUBAWARD - SPONSORED RESEARCH
THE POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZANEW YORKNY10017131687001501(C)(3)$42,662SUBAWARD - SPONSORED RESEARCH
THE MCLEAN HOSPITAL CORPORATION
115 MILL STREETBELMONTMA02478042697981501(C)(3)$25,908SUBAWARD - SPONSORED RESEARCH
THE RESEARCH INSTITUTE AT NATIONWIDE CHILDREN'S HOSPITAL
PO BOX 781653DETROITMI482781653316056230501(C)(3)$85,217SUBAWARD - SPONSORED RESEARCH
THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
35 STATE STREETALBANYNY12207141368361501(C)(3)$21,083SUBAWARD - SPONSORED RESEARCH
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10021131624158501(C)(3)$29,667SUBAWARD - SPONSORED RESEARCH
THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 N FIFTH STREETPHOENIXAZ85004753065445501(C)(3)$13,588SUBAWARD - SPONSORED RESEARCH
THIRD SECTOR CAPITAL PARTNERS INC
200 CLARENDON STREETBOSTONMA02116461301032501(C)(3)$164,115SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF BOSTON COLLEGE
140 COMMONWEALTH AVENUEBOSTONMA02467042103545501(C)(3)$12,263SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOSTONMA022151303042103547501(C)(3)$214,207SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA191046205231352685501(C)(3)$483,485SUBAWARD - SPONSORED RESEARCH
TRUSTEES OF PRINCETON UNIVERSITY
5 NEW SOUTH BLDGPRINCETONNJ085445292210634501501(C)(3)$39,976SUBAWARD - SPONSORED RESEARCH
TUFTS MEDICAL CENTER INC
800 WASHINGTON STREETBOSTONMA02111043400617501(C)(3)$6,512SUBAWARD - SPONSORED RESEARCH
TUFTS UNIVERSITY
136 HARRISON AVENUEBOSTONMA02111042103634501(C)(3)$18,870SUBAWARD - SPONSORED RESEARCH
UNITED STATES DEPARTMENT OF THE INTERIOR
271 NATIONAL CENTERRESTONVA20192530196958US GOVT$20,000SUBAWARD - SPONSORED RESEARCH
UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH
PO BOX 3000BOULDERCO803073000840412668501(C)(3)$18,033SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ALABAMA AT BIRMINGHAM
1530 3RD AVENUE SOUTHBIRMINGHAMAL352940109636005396501(C)(3)$16,343SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVDTUCSONAZ857190521866004791STATE OF AZ$23,025SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAM STREETLITTLE ROCKAR72205716046242STATE OF AR$5,462SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUECHICAGOIL606372612362177139501(C)(3)$56,718SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CINCINNATI
PO BOX 932641CLEVELANDOH44193316000989STATE OF OH$39,187SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CONNECTICUT
438 WHITNEY AVENUESTORRSCT062691133060772160STATE OF CT$223,650SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF CONNECTICUT HEALTH CENTER
263 FARMINGTON AVENUEFARMINGTONCT06032521725543STATE OF CT$991,539SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF FLORIDA
123 GRINTER HALL PO BOX 113001GAINESVILLEFL32611596002052STATE OF FL$41,350SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION
240A RIVERBEND ROADATHENSGA306025333581353149501(C)(3)$24,186SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF HAWAII
2600 CAMPUS ROADHONOLULUHI96822996000354STATE OF HI$24,938SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF IOWA
105 JESSUP HALLIOWA CITYIA52242426004813STATE OF IA$160,954SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE
3901 RAINBOW BLVDKANSAS CITYKS66160481108830501(C)(3)$5,464SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
301 PETERSON SERVICE BUILDINGLEXINGTONKY405060005616033693501(C)(3)$10,851SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MAINE SYSTEM INC
5717 CORBETT HALLORONOME044695717016000769501(C)(3)$49,141SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MARYLAND
3112 LEE BUILDINGCOLLEGE PARKMD207425141526002033STATE OF MD$35,522SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP
PO BOX 41428BALTIMOREMD212036428521362793501(C)(3)$9,297SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MASSACHUSETTS
405 GOODELL BUILDING 140 HICKS WAYAMHERSTMA010039272043167352STATE OF MA$301,994SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF MIAMI
PO BOX 248106CORAL GABLESFL331242912590624458501(C)(3)$176,188SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104B MARKET STREETCHAPEL HILLNC27599566001393501(C)(3)$48,628SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF NOTRE DAME
836A GRACE HALLNOTRE DAMEIN465565612350868188501(C)(3)$21,039SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF OKLAHOMA
PO BOX 26907OKLAHOMA CITYOK731260901736017987STATE OF OK$50,952SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF PITTSBURGH
PO BOX 371220PITTSBURGHPA152517220250965591501(C)(3)$544,691SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF PUERTO RICO
PO BOX 365067SAN JUANPR009365067660433760PUERTO RICO$124,648SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF RHODE ISLAND
70 LOWER COLLEGE ROADKINGSTONRI028810811056000522501(C)(3)$392,176SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF ROCHESTER
601 ELMWOOD AVENUE BOX 673ROCHESTERNY146428670160743209501(C)(3)$83,835SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREETCOLUMBIASC29208576001153STATE OF SC$67,523SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY GARDENSLOS ANGELESCA900898003951642394501(C)(3)$1,787,693SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF TEXAS
PO BOX 7159AUSTINTX787137159746000203STATE OF TX$254,869SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO
PO BOX 1898SAN ANTONIOTX782971898741586031501(C)(3)$328,540SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4390HOUSTONTX772104390746001118501(C)(3)$129,638SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF TEXAS MEDICAL BRANCH
PO BOX 660120DALLASTX752660120746000949STATE OF TX$74,497SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF TEXAS RIO GRANDE VALLEY
ONE WEST UNIVERSITY BLVDBROWNSVILLETX78520465292740501(C)(3)$36,293SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
PO BOX 841753DALLASTX752841753756002868STATE OF TX$5,253SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF THE VIRGIN ISLANDS
2 JOHN BREWERS BAYST THOMASVI008029990660432514501(C)(3)$74,334SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF UTAH
201 S PRESIDENTS CIRCLESALT LAKE CITYUT841129020876000525501(C)(3)$9,098SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE
85 SOUTH PROSPECT STREETBURLINGTONVT054050160030179440501(C)(3)$471,128SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF VIRGINIA
PO BOX 400195CHARLOTTESVILLEVA229044195546001796501(C)(3)$238,985SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF WASHINGTON
PO BOX 354966SEATTLEWA981954966916001537STATE OF WA$1,353,896SUBAWARD - SPONSORED RESEARCH
UNIVERSITY OF WISCONSIN SYSTEM
750 HIGHLAND AVENUEMADISONWI53705391805963STATE OF WI$283,040SUBAWARD - SPONSORED RESEARCH
US CIVILIAN RESEARCH AND DEVELOPMENT FOUNDATION
1776 WILSON BLVDARLINGTONVA22209541773406501(C)(3)$165,851SUBAWARD - SPONSORED RESEARCH
UTAH STATE UNIVERSITY
2400 OLD MAIN HILLLOGANUT843222400876000528501(C)(3)$52,759SUBAWARD - SPONSORED RESEARCH
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN372407756620476822501(C)(3)$397,119SUBAWARD - SPONSORED RESEARCH
VETERANS MEDICAL RESEARCH FOUNDATION OF SAN DIEGO
3350 LA JOLLA VILLAGE DRIVESAN DIEGOCA921610001330189397501(C)(3)$172,875SUBAWARD - SPONSORED RESEARCH
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUEST LOUISMO631121408430653611501(C)(3)$176,282SUBAWARD - SPONSORED RESEARCH
WAYNE STATE UNIVERSITY
5057 WOODWARD AVENUEDETROITMI48202386028429501(C)(3)$194,236SUBAWARD - SPONSORED RESEARCH
WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
575 LEXINGTON AVENUE 9TH FLOORNEW YORKNY10022131623978501(C)(3)$128,005SUBAWARD - SPONSORED RESEARCH
YALE NEW HAVEN HEALTH SERVICES CORP
1 CHURCH STREETNEW HAVENCT06510222529464501(C)(3)$140,237SUBAWARD - SPONSORED RESEARCH
DOROT INC
171 WEST 85TH STREETNEW YORKNY10024133264005501(C)(3)$50,000DAF DISTRIBUTIONS
INSTITUTE FOR JUSTICE
901 NORTH GLEBE ROADARLINGTONVA22203521744337501(C)(3)$60,000DAF DISTRIBUTIONS
THE UNIVERSITY OF CONNECTICUT FOUNDATION INC
2390 ALUMNI DRIVESTORRSCT06269066070722501(C)(3)$300,000DAF DISTRIBUTIONS
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC
130 EAST 59TH STREETNEW YORKNY100221302510172429501(C)(3)$100,000DAF DISTRIBUTIONS
UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637362177139501(C)(3)$100,000DAF DISTRIBUTIONS
ALL OUR KIN INC
PO BOX 8477NEW HAVENCT06530061539280501(C)(3)$15,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
AMISTAD ACADEMY INC
495 BLAKE STREETNEW HAVENCT06515061546695501(C)(3)$100,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ARTSPACE INC
50 ORANGE STREETNEW HAVENCT06510222533535501(C)(3)$15,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CALVIN HILL DAY CARE CENTER INC
150 HIGHLAND STREETNEW HAVENCT06511060865321501(C)(3)$20,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CHAPEL HAVEN INC
1040 WHALLEY AVENUENEW HAVENCT06515060925031501(C)(3)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CITY OF NEW HAVEN
200 ORANGE STREETNEW HAVENCT06510066001876CITY-NEW HAVEN$19,050CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CITY OF WEST HAVEN
355 MAIN STREETWEST HAVENCT06516066002126CITY-WEST HAVEN$6,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY
4 SCIENCE PARKNEW HAVENCT06511451257955501(C)(3)$11,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
DWIGHT HALL AT YALE
PO BOX 209008NEW HAVENCT06520060653140501(C)(3)$48,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ECONOMIC DEVELOPMENT CORPORATION OF NEW HAVEN
545 LONG WHARF DRIVE 4TH FLOORNEW HAVENCT06511261854785501(C)(3)$135,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
FIRST CALVARY BAPTIST CHURCH
605 DIXWELL AVENUENEW HAVENCT06511061173497501(C)(3)$15,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
LEADERSHIP EDUCATION AND ATHLETIC IN PARTNERSHIP INC
31 JEFFERSON STREETNEW HAVENCT06511222906547501(C)(3)$13,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
MARKET NEW HAVEN INC
900 CHAPEL STREETNEW HAVENCT06510061578847501(C)(6)$275,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS AND IDEAS INC
195 CHURCH STREET 12TH FLOORNEW HAVENCT06510061444222501(C)(3)$127,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
NEW HYTES INC
PO BOX 2928NEW HAVENCT06515270772846501(C)(3)$30,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
READ TO GROW INC
53 SCHOOL GROUND ROAD UNIT 3BRANFORDCT06405061572185501(C)(3)$10,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
SQUASH HAVEN INC
70 TOWER PARKWAYNEW HAVENCT06520205500876501(C)(3)$63,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ST LUKE'S DEVELOPMENT CORPORATION
111 WHALLEY AVENUENEW HAVENCT06511061509394501(C)(3)$10,500CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOORNEW YORKNY10004133541913501(C)(3)$100,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE CONNECTICUT PLAYERS FOUNDATION INC
222 SARGENT DRIVENEW HAVENCT06511066073063501(C)(3)$11,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE MORY'S ASSOCIATION INC
306 YORK STREETNEW HAVENCT06511060460080501(C)(7)$250,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE NEW HAVEN SYMPHONY ORCHESTRA INC
545 LONG WHARF NO 302NEW HAVENCT06511066000592501(C)(3)$6,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE TENNIS FOUNDATION OF CONNECTICUT INC
900 CHAPEL STREET SUITE 622NEW HAVENCT06510061287098501(C)(3)$325,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
ULYSSES S GRANT FOUNDATION INC
PO BOX 200082 YALE STATIONNEW HAVENCT06520066071625501(C)(3)$20,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
UNITED WAY OF GREATER NEW HAVEN INC
370 JAMES STREETNEW HAVENCT06513060646761501(C)(3)$102,350CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
URU THE RIGHT TO BE INC
70 AUDUBON STREET 2ND FLOORNEW HAVENCT06510562520642501(C)(3)$15,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
WALTER CAMP FOOTBALL FOUNDATION INC
PO BOX 1663NEW HAVENCT06507066099383501(C)(4)$10,000CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
70 AUDUBON STREETNEW HAVENCT06510066032106501(C)(3)$1,690,433SCHOLARSHIPS
FieldValueIRS element (for citing)
Total501c3 Org231Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
STUDENT STIPENDS3825$71,872,201
SCHOLARSHIPS8124$279,203,237COSTTUITION REDUCTION
HEALTH PREMIUM AWARDS2810$10,624,282COSTHEALTHCARE
FELLOWSHIPS583$4,699,341
PRIZES AND AWARDS1556$3,638,501

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PETER SALOVEY
TRUSTEE & PRESIDENT$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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AEACH 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 4BCERTAIN 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 8THERE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
A06080618620774LZC22003-01-08$250,000,000TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS000
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
B06080618620774UPP42007-10-04$414,292,000TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS000
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
C06080618620774UPQ22007-10-04$200,000,000TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS000
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
D06080618620774UU602010-02-24$579,984,034TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$252,221,323$252,221,323200900Yes (1)Yes (1)
B$424,106,796$424,106,796201200Yes (1)Yes (1)
C$204,478,448$204,478,448201200Yes (1)Yes (1)
D$580,160,339$490,643,5222012Yes (1)0Yes (1)Yes (1)$89,516,817

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)0Yes (1)00.001000.001000.0020000Yes (1)
B0Yes (1)Yes (1)0Yes (1)00.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)0Yes (1)00.000000.000000.0000000Yes (1)
D00Yes (1)0Yes (1)00.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)0Yes (1)000Yes (1)
B00Yes (1)00000Yes (1)
C00Yes (1)0Yes (1)000Yes (1)
D000Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMEDISSUER 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
A06080618620774YPD32013-07-02$100,000,000TO FULLY REDEEM CHEFA SERIES X1 BONDS ISSUED 1/2003000
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
B06080618620774YRW92014-07-23$250,000,000TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS000
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
C06080618620774YWE32015-07-01$300,000,000TO FULLY REDEEM CHEFA SERIES Y1, Y2, Y3 BONDS ISSUED 10/2005000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmt
A$100,000,000$100,000,0002013Yes (1)0Yes (1)Yes (1)
B$250,070,831000Yes (1)$227,769,369$22,301,462
C$300,000,000$300,000,0002015Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)0Yes (1)00.000000.000000.0000000Yes (1)
B00Yes (1)000.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)0Yes (1)00.001000.000000.0010000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)0Yes (1)000Yes (1)
B0Yes (1)00Yes (1)000Yes (1)
C00Yes (1)0Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonSCOTT STROBELPersonNm
Relationship With OrgOFFICERRelationshipWithOrgTxt
Loan PurposeHOUSINGLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$100,000OriginalPrincipalAmt
Balance Due$80,847BalanceDueAmt
Default0DefaultInd
Board Or Committee Approval0BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$80,847TotalBalanceDueAmt

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)

Cash GrantCashGrantAmtType Of AssistanceTypeOfAssistanceTxtAssistance PurposeAssistancePurposeTxt
$63,375SCHOLARSHIPS(SEE PART V)
$475PRIZE/AWARD(SEE PART V)

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE L, PART IIALL LOANS REPORTED ON SCHEDULE L, PART II WERE MADE AND APPROVED PURSUANT TO UNIVERSITY COMPENSATION POLICIES.
SCHEDULE L, PART IIITHE 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution138ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt

Books And Publications BooksAndPublicationsGrp

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

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

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

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1188ContributionCnt
Noncash Contributions Rpt F990$97,414,389NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$2,919,581NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE OF COMP. PROPERTYMethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$662,223NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE OF COMP. PROPERTYMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$386,241NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE OF COMP. PROPERTYMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$41,302NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE OF COMP. PROPERTYMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)EQUIPMENT6$0
Yes (X)MUSICAL INSTRUMENTS4$0
FieldValueIRS element (for citing)
Form8283 Received103Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 1THERE 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 4DURING 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 7ATHE GOVERNING BODY INCLUDES SIX ALUMNI TRUSTEES WHO ARE ELECTED BY THE ALUMNI.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CTHE 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 15THE 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 19THE 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 ICONTRIBUTOR 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)

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BOYLSTON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239463324804INVESTMENTDE-$18,608,909$1,341,508,707YALE UNIVERSITY
YD SMA LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239463365267INVESTMENTDE$11,146,485$311,050,931YALE UNIVERSITY
HARBOR HILLS INVESTMENTS LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200099423INVESTMENTDE-$610,803$20,284,835YALE UNIVERSITY
SARDOUS LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239020580383INVESTMENTDE$925,023$11,848,003YALE UNIVERSITY
WE 2 CHURCH STREET SOUTH LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239800066065INVESTMENTCT$600,000$9,125,009YALE UNIVERSITY
WE 135 COLLEGE STREET LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239300893138INVESTMENTDE$127,425$7,616,389YALE UNIVERSITY
ESV HOLDINGS LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203980473INVESTMENTDE$0$6,290,681YALE UNIVERSITY
YALE GLOBAL ENTERPRISES LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239270859961SUPPORTS HIGHER EDUCATIONCT$0$5,197,185YALE UNIVERSITY
ALPHA 9 LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239270982227INVESTMENTCT$0$3,451,348YALE UNIVERSITY
S PROPERTY HOLDING LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239273717440INVESTMENTCT$131,831$1,637,845YALE UNIVERSITY
GSWM INVESTMENTS LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239273717358INVESTMENTCT$85,204$1,151,790YALE UNIVERSITY
FENIX I LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262863129INVESTMENTDE$0$980,711YALE UNIVERSITY
PASSIVE HOLDING LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239223783661INVESTMENTNJ$0$965,602YALE UNIVERSITY
AMISTAD PARTNERS LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239731683601INVESTMENTCT$0$599,975YALE UNIVERSITY
YALE STUDENT INVESTMENT FUND LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239463851735INVESTMENTDE$1,239$444,463YALE UNIVERSITY
FLATIRON FUNDING II LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239421688137INVESTMENTDE$0$229,255YALE UNIVERSITY
41 NORTH LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061594874INVESTMENTDE$0$4,995YALE UNIVERSITY
4610 SOUTH 133RD STREET LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239060646973INVESTMENTNE$0$0YALE UNIVERSITY
BETA 14 LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239270982129INACTIVECT$0$0YALE UNIVERSITY
BLUEFIELD TIMBER LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239020520556INVESTMENTDE$0$041 NORTH LLC
ENDURANCE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061606540INVESTMENTDE$0$0YALE UNIVERSITY
MEDICAL PRACTICE MANAGEMENT LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239271545102ADMINISTRATIVE SERVICESCT$0$0YALE UNIVERSITY
MOMS PARTNERSHIP LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239060646973SUPPORTS WELLNESS INITIATIVESCT$0$0YALE UNIVERSITY
RENAISSANCE I LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262863298INVESTMENTDE$0$0YALE UNIVERSITY
THE UK FRIENDS OF YALE UNIVERSITY LIMITED
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239980552738ACCEPTS CHARITABLE CONTRIBUTIONS$828,688$0YALE UNIVERSITYUK
YALE EDUCATIONAL CONSULTING (BEIJING) LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239981006940SUPPORTS HIGHER EDUCATION$0$0YALE GLOBAL ENTERPRISES LLCCH
YALE LEADERSHIP (BEIJING) EDUCATIONAL CONSULTING CO LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239981200465SUPPORTS HIGHER EDUCATION$0$0YALE GLOBAL ENTERPRISES LLCCH

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)

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3C CORPORATION
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239412046529INVESTMENTDC501(C)(3)11, TYPE IYALE UNIVERSITYYes (1)
5C CORPORATION
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200763050INVESTMENTDC501(C)(3)11, TYPE IYALE UNIVERSITYYes (1)
ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239066078326ENCOURAGES AND SOLICITS CONTRIBUTIONS TO OR FOR YALE UNIVERSITYCT501(C)(3)11, TYPE IYALE UNIVERSITYYes (1)
CHAPEL COMPANY
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061532073INACTIVECT501(C)(2)N/AYALE UNIVERSITYYes (1)
CHARLES A COFFIN MEMORIAL FUND
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239066034841SUPPORTS HIGHER EDUCATIONCT501(C)(3)11, TYPE III- OYALE UNIVERSITYYes (1)
FW & ELSIE HEYL SCIENCE SCHOLARSHIP FUND
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239386194019SUPPORTS HIGHER EDUCATIONMI501(C)(3)11, TYPE III-O0N/A
FOUNDING FATHERS PAPERS INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239222365602SUPPORTS AND FACILITATES PUBLICATIONSNJ501(C)(3)11, TYPE I0N/A
GRUBER FOUNDATION THE
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239451540594SUPPORTS HIGHER EDUCATIONDE501(C)(3)11, TYPE IYALE UNIVERSITYYes (1)
HEALTH BENEFITS HOLDINGS INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061559155INVESTMENTCT501(C)(2)N/AYALE UNIVERSITY0
HR PROPERTIES INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061341463INVESTMENTCT501(C)(2)N/AYALE UNIVERSITYYes (1)
JONATHAN EDWARDS TRUST
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239066084676SUPPORTS HIGHER EDUCATIONCT501(C)(3)11, TYPE III-FIYALE UNIVERSITYYes (1)
PAUL MELLON CENTRE FOR STUDIES IN BRITISH ART
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239223783661PROMOTES AND SUPPORTS STUDY OF BRITISH ART AND ARCHITECTURE501(C)(3)N/AYALE UNIVERSITYYes (1)UK
PROSPECT STREET HOLDINGS INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061424260TITLE HOLDING COMPANYCT501(C)(2)N/AYALE UNIVERSITYYes (1)
RICHARD U LIGHT FOUNDATION
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239382456949SUPPORTS EDUCATIONMI501(C)(3)11, TYPE I0N/A
RTA INCORPORATED
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239060768741SUPPORTS EDUCATIONCT501(C)(3)11, TYPE III - FI0N/A
STAFF RETIREMENT HOLDINGS INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061559156INVESTMENTCT501(C)(2)N/AYALE UNIVERSITY0
STOECKEL E B RESIDUE TRUST
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239060653108INVESTMENTCT501(C)(3)11, TYPE III-FIYALE UNIVERSITYYes (1)
THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239066032565PROMOTES THE STUDY OF THE PHYSICAL, NATURAL AND MATHEMATICAL SCIENCESCT501(C)(3)11, TYPE IIYALE UNIVERSITYYes (1)
THE CHIEF EXECUTIVE LEADERSHIP INSTITUTE OF THE YALE SCHOOL OF MGMT INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239582617787PROVIDES RESEARCH AND PEER-DRIVEN EDU. PROGRAMS TO BUSINESSESDE501(C)(3)11, TYPE IYALE UNIVERSITYYes (1)
UW EUGENE HIGGINS CHAR TRUST NMA
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239136073358SUPPORTS EDUCATIONNY501(C)(3)11, TYPE III - O0N/A
YALE ALUMNI ASSOCIATION OF CLEVELAND
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239341218706SUPPORTS EDUCATIONOH501(C)(3)11, TYPE III - FI0N/A
YALE ALUMNI PUBLICATIONS INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239060646970DISTRIBUTES ALUMNI MAGAZINECT501(C)(3)11, TYPE III-FI0N/A
YALE ALUMNI SCHOLARSHIP OF CLEVELAND INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239346523145FUNDS SCHOLARSHIPSOH501(C)(3)11, TYPE III - FI0N/A
YALE CLUB OF CENTRAL NEW JERSEY
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239226048686FUNDS SCHOLARSHIPSNJ501(C)(3)11, TYPE III - O0N/A
YALE SCHOLARSHIP FUND OF PITTSBURGH
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239237046816FUNDS SCHOLARSHIPSPA501(C)(3)11, TYPE III - FI0N/A
YALE SCHOLARSHIP TRUST OF BOSTON
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239046113108FUNDS SCHOLARSHIPSMA501(C)(3)11, TYPE III - FI0N/A
YALE SOUTHERN OBSERVATORY INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239066068906RESEARCH AND EDUCATIONCT501(C)(3)7YALE UNIVERSITYYes (1)
YALE UNIVERSITY ELIZABETHAN CLUB CORP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239060332975PROMOTES APPRECIATION OF LITERATURE AMONG MEMBERSHIP AND COMMUNITYCT501(C)(3)11, TYPE III - FIYALE UNIVERSITYYes (1)
YALE UNIVERSITY PRESS LONDON
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239PUBLISHES SERIOUS WORKS501(C)(3)N/AYALE UNIVERSITYYes (1)UK
YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239066414276501(A) TRUST THAT SUPPORTS YALE UNIVERSITYCT501(C)(3)11, TYPE IIYALE UNIVERSITYYes (1)
YALE WISCONSIN SCHOLARSHIP FUND
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239396065573FUNDS SCHOLARSHIPSWI501(C)(3)11, TYPE III - O0N/A
YALE-NEW HAVEN MEDICAL CENTER INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239237440891SUPPORTS JOINT PROGRAMS OF YALE-NEW HAVEN HOSPITAL AND YALE UNIVERSITYCT501(C)(3)11, TYPE III - FI0N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (182 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
FOURTH CENTURY LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239412046537INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX$789,312,153$9,169,625,692Yes (1)-$47,161,30200.99800
FIFTH CENTURY LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200763076INVESTMENTNVYALE UNIVERSITYEXCLUDED FROM TAX$940,322,808$5,589,767,466Yes (1)-$2,871,94800.99800
LAUREL 2008 LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261649501INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$316,817,200$1,705,111,718Yes (1)$1,970,19600.99600
BBF I HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208497574INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$211,513,202$1,107,229,517000.99600
667 LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061609184INVESTMENTDEBBF I HOLDINGS LPEXCLUDED FROM TAX$135,515,011$1,082,329,418000.84300
LONG TERM VALUE FUND LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239980623624INVESTMENTLAUREL 2008 LPEXCLUDED FROM TAX$59,790,357$794,434,112000.99600CJ
YB INSTITUTIONAL LIMITED PARTNERSHIP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239043431530INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX$25,599,428$740,145,645Yes (1)$3,003,67400.98800
FARALLON CAPITAL INSTITUTIONAL PARTNERS II LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239943106692INVESTMENTCAYALE UNIVERSITYEXCLUDED FROM TAX$3,355,846$602,726,445Yes (1)$5,73900.90790
CYR HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260788802INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,957,931$547,445,541000.99600
YHG INVESTMENT LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTGAOLING YALI FEEDER LTDEXCLUDED FROM TAX$123,800,168$463,288,637000.77910CJ
PROSPECT STREET PARTNERS LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239593041479INVESTMENTFLYALE UNIVERSITYEXCLUDED FROM TAX$25,716,480$440,931,270000.82430
CRS MASTER FUND LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239452658870INVESTMENTCRS FUND LTDEXCLUDED FROM TAX$68,570,820$434,657,010000.88750CJ
SP II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260697863INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$37,084,875$345,308,933Yes (1)$843,42000.99600
LUXIVER LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239451504333INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX-$21,307,270$333,230,9810-$6,849,20100.99610
EASTON 2007 LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260627974INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$65,722,736$312,353,710Yes (1)-$16,59300.99600
YELLOW WARBLER LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260342603INVESTMENTTXFOURTH CENTURY LLCEXCLUDED FROM TAX$3,997,873$293,240,914Yes (1)-$177,49600.98980
FOXWAY LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239463794906INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX$20,846,832$292,863,876000.98020
KTOWN LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239274278453INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$7,089,689$226,930,720000.97840
NIFL HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208973999INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX-$5,118,098$221,167,661000.99600
NOGA PARTNERS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201192059INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$3,471,192$206,778,402Yes (1)-$41,75900.94070
STRATEGIC RESIDENTIAL FUND II LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239043584406INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX-$1,452,606$151,489,683000.95000
MORRIS ISLAND PARTNERS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239464538290INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$17,916,675$140,278,311000.96720
Y2K PARTNERS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239711007459INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$2,239,560$133,378,232000.99240
BLUEBART LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239383979963INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX$237,331$125,686,441Yes (1)00.99710
KHP FUND II LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205882068INVESTMENTCAFOURTH CENTURY LLCEXCLUDED FROM TAX$82,647,011$111,608,033Yes (1)-$552,09700.60180
JPF V HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202008388INVESTMENTNVFIFTH CENTURY LPUNRELATED$2,910,092$101,413,706Yes (1)$2,540,93200.99600
CYR FUND LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260270646INVESTMENTDECYR HOLDINGS LPEXCLUDED FROM TAX$817,044$101,056,411000.89820
JBG INVESTMENT FUND III LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239522384738INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$1,140,663$99,097,613Yes (1)-$187,37200.59790
JBG INVESTMENT FUND IV LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239010815265INVESTMENTDEFOURTH CENTURY LLCUNRELATED-$2,596,548$97,419,630Yes (1)-$2,660,61800.59880
M&H REALTY PARTNERS VI LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239571182074INVESTMENTCAFOURTH CENTURY LLCEXCLUDED FROM TAX-$375,201$95,291,802000.52890
KHP FUND I LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239651232049INVESTMENTCAFOURTH CENTURY LLCEXCLUDED FROM TAX$49,713,724$88,962,055Yes (1)$457,63900.50810
CAUTHEN VII LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239263653027INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$548,153$87,807,750Yes (1)$362,08000.79840
BAYROOT LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200390410INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$4,770,639$74,668,108000.93940
RCP II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260444200INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$16,149,875$73,905,198000.99600
IVP VI HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208699381INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$40,679,819$60,522,416Yes (1)-$54,74600.99600
CAUTHEN VI LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208202030INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$2,824,129$60,060,293Yes (1)-$538,48200.79840
TDRC II-A LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205025534INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$59,748,854000.99600
SEDGWICK LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260483594INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$8,877,929$59,242,642000.79840
AEF 5 US HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204076676INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$5,915,638$57,496,528000.99600
OMAHA LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTOM HOLDINGS LPEXCLUDED FROM TAX-$2,714,964$49,717,134000.98600CA
MEP IX LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239752537935INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$8,384,070$48,819,773001.00000
OSCEOLA LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262008431INVESTMENTNVFIFTH CENTURY LPUNRELATED$1,369,801$47,819,744Yes (1)$1,195,73200.79840
RCP HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202008465INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$4,763,662$41,865,343000.99600
SP 8 HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260558478INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX-$226,653$40,387,216000.99600
ABINGDON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239611707283INVESTMENTDEFOURTH CENTURY LLCUNRELATED-$227,187$38,654,568Yes (1)-$519,81200.79840
GLOSTER LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201263980INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$11,270,153$37,811,279Yes (1)-$337,46400.79840
RAMSGATE VIII LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205259910INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$36,080,440000.79840
ALAMANCE VII LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239452046522INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$3,780,774$35,904,430000.79840
YADKIN IV LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239461569715INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$5,746,383$33,901,472000.79840
BCAF HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208453177INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$5,014,673$33,457,725000.99600
WOODWAY LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261206761INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$9,725,288$32,398,154000.79840
BCVF 2007 HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205965183INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,612,093$32,308,468000.99600
CAUTHEN VIII LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239452750613INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$2,745,449$32,090,239Yes (1)$253,67500.79840
NLVF II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261545222INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$521,418$31,633,292000.99600
JPS HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208909921INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$3,005,250$31,539,961000.99600
AEF 6 US HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262867531INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$4,893,182$31,197,525Yes (1)-$10,35400.99600
VEITCH LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239450999084INVESTMENTDEFOURTH CENTURY LLCUNRELATED$619,901$31,066,614Yes (1)-$659,76900.79840
CAUTHEN IX LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239465376519INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$55,247$30,530,425Yes (1)-$3800.79840
HEVP II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261828824INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,947,883$30,350,266000.99600
UHLE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239273981909INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$6,083,802$30,179,171Yes (1)-$115,55700.79840
FARALLON CAPITAL INSTITUTIONAL PARTNERS 25 LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239943388317INVESTMENTDEYALE UNIVERSITYUNRELATED$7,651,490$29,449,128Yes (1)$8,201,35100.87260
FULTON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260165041INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$5,871,279$29,204,937000.79840
WYNNWOOD VIII LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239263294405INVESTMENTNVFIFTH CENTURY LPUNRELATED-$414,144$29,174,251Yes (1)-$1,113,91300.79840
WINDOM LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261768804INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$4,903,905$27,505,761Yes (1)$10,56800.79840
IRIS 2009 LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239264100777INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$2,896,908$27,033,514000.99600
HERNDON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239371659934INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$37,026$26,900,030000.79840
KENWOOD LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239383863347INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$321,383$26,847,921000.79840
RAMSGATE X LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239273616177INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$3,577,650$26,291,704000.79840
MERRIWEATHER LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239043664410INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$22,587,625$25,551,922000.98800
MOTUS FUND LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239981253737INVESTMENTYALE UNIVERSITYEXCLUDED FROM TAX$42,919$25,415,2520Yes (1)0.99400CJ
VERNON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239800904292INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$51,131$25,394,228000.79840
TYPHOON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239010685132INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$65,147$24,995,677000.91270
RIDGEFIELD VIII LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261603389INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$16,722,431$24,911,148Yes (1)$445,64400.79840
RIDGEFIELD IX LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239901007364INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$9,104,722$24,390,528000.79840
TILDEN II LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239274210952INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$368,081$23,139,919000.79840
RADFORD LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239455470954INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$152,281$22,912,058000.79840
FIF IV (CFA) HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204764198INVESTMENTNVFIFTH CENTURY LPUNRELATED-$31,533$22,449,416Yes (1)-$63,69100.99600
WYNNWOOD II LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205548320INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$304,778$22,179,218Yes (1)-$292,98600.79840
HEVP HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204982016INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX-$986,926$21,719,233000.99600
POE LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262765485INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$893,321$21,208,733Yes (1)-$108,20700.79840
YADKIN LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202707395INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$5,243,920$20,544,417000.79840
ALDERBROOK LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202939768INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$5,979,573$20,353,571Yes (1)-$398,87800.79840
CALVERT VI LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261603346INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$278,680$20,226,909Yes (1)-$3,029,67000.79840
DANVILLE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239453531407INVESTMENTDEFOURTH CENTURY LLCUNRELATED$716,953$20,087,907Yes (1)$590,19900.79840
RAMSGATE XI LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239465209548INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$19,805,748000.79840
SCOTT LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239273616316INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$8,663,713$19,173,278Yes (1)-$353,75000.79840
LCPF V HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202776532INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$14,583,994$19,083,022000.99600
FILLMORE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239453783115INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$120,382$18,598,103000.79840
HUIDIKOPER LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239264196504INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,935,142$18,058,453000.79840
STRATEGIC RESIDENTIAL FUND I LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239043398268INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX$5,269,298$18,043,540Yes (1)00.92500
MANASLU FUND LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239980615593INVESTMENTMP-MF HOLDINGS LPEXCLUDED FROM TAX$11,153,804$17,960,469000.95320CJ
MP-MF HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262099979INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$10,848,266$17,862,262000.99600
KCF HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208861865INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$932,330$17,658,886000.99600
PEPF IV HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260290250INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$26,045,066$17,524,202000.99600
ALAMANCE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202575524INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$40,373$17,519,062000.79840
CALVERT LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203960036INVESTMENTNVFIFTH CENTURY LPUNRELATED-$4,196,651$17,431,929Yes (1)-$3,636,44300.79840
TILDEN III LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239462024260INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$187,737$17,284,620000.79840
WHITEHAVEN X LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239275205346INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$699,411$16,198,220000.79840
CLEVELAND LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239900743297INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$2,446,900$16,025,712000.79840
LORTON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239454238865INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$203,121$15,693,547Yes (1)-$17,68500.79840
KENWOOD 2014 LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239465704870INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$3,820$15,175,373000.79840
DENT LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204202230INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,505,394$14,631,547000.79840
MANASLU FUND II LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239981158285INVESTMENTFOURTH CENTURY LLCEXCLUDED FROM TAX-$1,253$14,555,225000.61600CJ
GEF II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260348232INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$19,702,625$14,540,888000.99600
WHITEHAVEN LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239263915778INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$860,430$14,538,587000.79840
IVA II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202652041INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$87,295$14,479,998000.99600
RIDGEFIELD LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202022850INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$9,074,719$14,367,677000.79840
VOLTA IV LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239270914710INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$4,693,524$13,427,377Yes (1)$564,82200.79840
GARFIELD LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204592367INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$5,086,965$13,305,606Yes (1)$40700.79840
DENT VI LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262867610INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,983,242$12,644,513Yes (1)-$4,18800.79840
FRESHET WIND ENERGY LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239331200160INVESTMENTDEFWEB LLCEXCLUDED FROM TAX-$367,202$12,538,612000.79840
MACOMB XI LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239800958889INVESTMENTDEFOURTH CENTURY LLCUNRELATED-$89,171$12,171,859Yes (1)-$163,97700.79840
WHITEHAVEN XI LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239371738599INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$109,238$11,898,930000.79840
CORBIN VII LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239472456807INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$835,481$11,740,467000.79840
CORBIN LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201263962INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$1,400,039$11,210,468Yes (1)-$19,11800.79840
ALAMANCE A LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203484520INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$24,844$10,780,961000.79840
ARLINGTON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239383909979INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$10,586,826000.79840
ECP II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260151337INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$3,150,483$10,547,044000.99600
MEP IV HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260646713INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$2,085,758$10,499,657000.99600
QUINN LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239263879664INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$405,658$10,412,262000.79840
ALAMANCE VI LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208558864INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$10,046,000000.79840
EDMUNDS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204257832INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$2,954,720$9,850,966Yes (1)$67,27300.79840
HAWTHORNE III LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260854590INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$3,282,803$9,823,378000.79840
HARBOR HILLS HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239020729602INVESTMENTDEYALE UNIVERSITYUNRELATED-$668,015$9,450,255Yes (1)-$668,01500.55000
BARTON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239352497887INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$10,871$9,102,836000.79840
FESSENDEN LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262270383INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,259,105$9,065,059000.79840
GLOSTER III LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208833953INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$5,151,363$8,786,786000.79840
HARBOR HILLS DEVELOPMENT LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239161453802INVESTMENTDEHARBOR HILLS HOLDINGS LPUNRELATED-$165,041$8,778,7030-$165,04100.54450
WYNNWOOD LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201363230INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$494,144$8,709,950Yes (1)$55,83700.79840
VOLTA LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203738749INVESTMENTNVFIFTH CENTURY LPUNRELATED-$174,118$8,680,105Yes (1)-$183,36200.79840
BE III HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205495967INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$66,140$8,232,368000.99600
BOF HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205923569INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,313,072$8,053,510000.99600
CHANDLER LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239320438514INVESTMENTDEFOURTH CENTURY LLCUNRELATED-$85,067$7,984,296Yes (1)-$140,89900.79840
FRC II HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261670120INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$30,124,316$7,904,151000.99600
GHEP III HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203853985INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$20,066,886$7,540,028000.99600
RAMSGATE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200419757INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$5,524,727$7,513,245000.79840
ODE IV LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239611724296INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$1,190,539$7,121,134000.79840
SANGAMORE III LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239260753284INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$6,946,533$7,054,431000.79840
YADKIN III LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239262477930INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$6,803,443$7,013,558000.79840
RAMSGATE IX LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208833887INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$11,204,729$6,526,867000.79840
AVON LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204056103INVESTMENTNVFIFTH CENTURY LPUNRELATED$15,073$6,515,398Yes (1)$12,52300.79840
GOLDSBORO LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201996058INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$2,211,610$6,507,595Yes (1)-$464,38700.79840
ORDWAY LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205189347INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,366,542$6,113,867Yes (1)-$96,17700.79840
WILSON LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202232279INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX-$1,162,379$5,840,264000.79840
CAUTHEN LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202776143INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$1,987,608$5,681,830Yes (1)-$118,37800.79840
BARTON-A LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239611732894INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$938$5,248,470000.79840
DUMBARTON LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203919432INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$1,944,595$4,658,688000.79840
KENWOOD 2014-A LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239465722301INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$64$3,806,228000.79840
DENT A LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208725065INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$391,405$3,804,213000.79840
LORTON-A LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239454239136INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$217,291$3,717,625000.79840
YUMA LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261584783INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$5,424,727$3,649,958000.79840
MACOMB VIII LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205681131INVESTMENTNVFIFTH CENTURY LPUNRELATED$256,683$3,509,361Yes (1)-$532,15600.79840
CHICAGO LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTFIFTH CENTURY LPEXCLUDED FROM TAX-$265,181$3,458,083000.98800CA
OGDEN LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201212114INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$3,574,475$3,097,891000.79840
WESTPATH LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202297672INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$2,473,939$2,890,096Yes (1)-$1,50400.79840
KLINGLE LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204592461INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$986,950$2,548,670Yes (1)-$4600.79840
MACOMB IX LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205025458INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$13,262,064$2,493,501Yes (1)-$7100.79840
RAMSGATE IX A LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239261797786INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$4,074,446$2,373,409000.79840
SF-NEW PARTNERS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239920179258INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$824,110$2,052,921000.87310
ANACONDA LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTFIFTH CENTURY LPEXCLUDED FROM TAX-$1,279,222$1,951,732000.98800CA
ODE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239371567347INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$5,305,308$1,669,168000.79840
GREENFIELD LAND PARALLEL PARTNERS I LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239204411467INVESTMENTDEFOURTH CENTURY LLCUNRELATED-$2,243,252$1,462,879Yes (1)-$2,451,28100.98800
TILDEN LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239208558781INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$3,360,557$1,371,447000.79840
NEWINGTON LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200763113INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$724,724$1,354,603000.79840
ROSELAND PROPERTY PARTNERS LP
C/O YALE UNIVERSITY PO BOX 208240NEW HAVENCT065208239223283867INVESTMENTNJYALE UNIVERSITYUNRELATED-$907$896,4250-$90700.60000
CRANBROOK LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239203115503INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$338,565$614,075000.79840
LUXIVER NAWAB LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239453117734INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX-$473,138$597,285001.00000
CORBIN VI LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239270773197INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$7,871,938$540,071000.79840
100 HOWE STREET ASSOCIATES LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061386762INVESTMENTCTYALE UNIVERSITYEXCLUDED FROM TAX$190,088$445,149Yes (1)00.97080
4620 ASSOCIATES LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239134036667INVESTMENTDEYALE UNIVERSITYEXCLUDED FROM TAX$109,525$299,442000.83990
WELBORN LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239201212127INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$227,844$280,397000.79840
HARBOR HILLS UTILITIES LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239161453800INVESTMENTDEHARBOR HILLS HOLDINGS LPUNRELATED-$15,264$211,9160-$15,26400.54450
94 HOWE STREET ASSOCIATES LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239061428914INVESTMENTCTYALE UNIVERSITYEXCLUDED FROM TAX$50,105$145,532Yes (1)00.91930
KILIMANJARO FUND LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239981288980INVESTMENTYALE UNIVERSITYEXCLUDED FROM TAX$610$126,724Yes (1)00.79790CJ
STARFAR I PARTNERS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239943205101INVESTMENTDEYALE UNIVERSITYUNRELATED-$9,511$61,5290-$9,51100.60830
SANGAMORE LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239200357077INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$599,226$52,828Yes (1)-$7,83900.79840
YANKEE FOREST LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239043384575INVESTMENTNHYALE UNIVERSITYEXCLUDED FROM TAX$257,423Yes (1)00.99000
UPTON LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205778792INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX-$16,519,029000.79840
IVP V CO-INVESTMENT HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202707519INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX$44,576-$441,185000.99600
SANGAMORE II LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239202672293INVESTMENTDEFOURTH CENTURY LLCEXCLUDED FROM TAX$6,839,236-$1,775,271Yes (1)$170,49400.79840
OM HOLDINGS LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239205073267INVESTMENTNVFIFTH CENTURY LPEXCLUDED FROM TAX-$2,714,964-$3,190,601000.99600
HARBOR HILLS COUNTRY CLUB LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239161453797INVESTMENTDEHARBOR HILLS HOLDINGS LPUNRELATED-$487,710-$3,819,3400-$487,71000.54450

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEINLegal Domicile StateLegalDomicileStateCd
NEW FYI LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJYALE UNIVERSITYC$314,187,220$1,372,752,3081.00000Yes (1)
CRS FUND LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJCYR HOLDINGS LPC-$15,155,615$415,412,1400.99600Yes (1)900314487
GAOLING YALI FEEDER LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJFOURTH CENTURY LLCC$101,047,466$414,088,8730.99800Yes (1)
LTR FOCUS FUND
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTMPYALE UNIVERSITYC$11,779,767$342,801,3651.00000Yes (1)
THE CAERULEUS FUND
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJYALE UNIVERSITYC$58,558,009$337,523,8601.00000Yes (1)
PWEB LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTFOURTH CENTURY LLCC-$1,014,255$142,389,2030.99800Yes (1)273304430DE
FOURTH CENTURY TRUST
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTYALE UNIVERSITYT$1,794,558$98,617,1241.00000Yes (1)206699631CT
YB CAYMAN LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJYB INSTITUTIONAL LPC$5,107,779$39,796,9830.98800Yes (1)
3285500 NOVA SCOTIA LIMITED
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCAOM HOLDINGS LPC$2,856,386$31,239,9340.98600Yes (1)
LP VALUE LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTVQYALE UNIVERSITYC$10,313$26,464,8640.95170Yes (1)
NW UK REGIONAL II (NO1) LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTUKFOURTH CENTURY LLCC$3,714,940$17,160,2190.99800Yes (1)981208249
ARMINIUS REAL ESTATE OPPORTUNITY FEEDER FUND II LP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTUKFOURTH CENTURY LLCC$588,131$14,328,9360.90730Yes (1)
NCH INVESTORS FUND (YU) CORP
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJFOURTH CENTURY LLCC$788,938$13,164,5280.99800Yes (1)
CONNECTICUT BOOLA INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTYALE UNIVERSITYC$3,915,959$12,801,8011.00000Yes (1)060798544CT
MANASLU PARTNERS LTD
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCJMP-MF HOLDINGS LPC$5,180,923$7,149,1340.99600Yes (1)
FWEB LLC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTFOURTH CENTURY LLCC$105$3,516,0970.99800Yes (1)273304506DE
2089841 ONTARIO LIMITED
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTCAFIFTH CENTURY LPC$4,308$2,497,4760.98800Yes (1)
HARBOR HILLS COUNTRY CLUB INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTHARBOR HILLS HOLDINGS LPC$2,910$28,8650.55000Yes (1)161452585DE
HARBOR HILLS SALES INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTHARBOR HILLS HOLDINGS LPC$5500.55000Yes (1)593343340FL
YALE UNIVERSITY HONG KONG TRUST
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239ACCEPTS CHARITABLE CONTRIBUTIONSHKYALE UNIVERSITYT$539,8231.00000Yes (1)
DRAMA PRODUCTIONS INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239PERFORMING ARTSYALE UNIVERSITYC1.00000Yes (1)060851103CT
YORK STREET ASSOCIATES INC
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INACTIVEYALE UNIVERSITYC1.00000Yes (1)061174464CT
CHARITABLE POOLED INCOME FUNDS (3)
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTVARIOUST0CT
CHARITABLE REMAINDER TRUSTS (40)
C/O YALE UNIVERSITY PO BOX 208239NEW HAVENCT065208239INVESTMENTYALE UNIVERSITYT0CT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (39 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART I-V:FormAndLineReferenceDesc
ExplanationNAME, 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmtAddress Line2USAddress/AddressLine2Txt
YALE UNIVERSITY
PO BOX 208239NEW HAVENCT06520060646973Yes (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 208239NEW HAVENCT06520412046529$0$0$0$0$0$0$0$0$0$0
5C CORPORATION
PO BOX 208239NEW HAVENCT06520200763050$0$0$0$0$0$0$0$0$0$0
ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY
157 CHURCH STREETNEW HAVENCT06510066078326$0$0$0$0$0$0$0$0$0$0
BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL
PO BOX 208239NEW HAVENCT06520066032565$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 900WASHINGTONDC20001582617787$0$0$0$2,523,654$2,523,654$276,183$69,046$0$0$0EAST
THE NEW CLINICAL PROGRAM DEVELOPMENT CORPORATION
789 HOWARD AVENUENEW HAVENCT06519061565494$0$0$0$0$0$0$0$0$0$0
YALE SOUTHERN OBSERVATORY INC
PO BOX 208239NEW HAVENCT06520066068906$0$0$0$0$0$0$0$0$0$0
YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST
PO BOX 208239NEW HAVENCT06520066414276$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 STREETNEW HAVENCT06510237440891$0$0$0$1,119,696$1,119,696$186,970$46,743$0$0$0
THE GRUBER FOUNDATION
PO BOX 208239NEW HAVENCT06520451540594$0$0$0$5,834,254$5,834,254$441,713$110,428$0$0$0