COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR: Form 990, tax year 2013
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- Organization
- COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INS BENEFITS TR (EIN 13-3800106)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201511339349302756
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T11:43:16-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133800106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLUMBIA UNIV RETIREE MEDICAL & LIFE INS | BusinessNameLine1 |
| Business Name Line2 | BENEFITS TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RENOTTA YOUNG | InCareOfNm |
| Business Name Control | COLU | BusinessNameControlTxt |
| Phone | 2128541088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LOW MEMORIAL LIBRARY | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA HOUGH | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 2128544684 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LOW MEMORIAL LIBRARY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,859,756 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. LIFE INSURANCE BENEFITS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,399,790 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,883,468 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,251,673 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,388,593 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,850,118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,272,061 | PYTotalRevenueAmt |
| CY Total Revenue | $17,501,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $10,231,037 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,375,105 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,915,833 | PYOtherExpensesAmt |
| CY Other Expenses | $2,069,030 | CYOtherExpensesAmt |
| PY Total Expenses | $12,146,870 | PYTotalExpensesAmt |
| CY Total Expenses | $13,444,135 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,874,809 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,057,446 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,721,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,500,081 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $502,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $902,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $143,219,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $169,597,630 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,208,006 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,251,673 | RevenueAmt |
| Desc | THE TRUST PROVIDES MEDICAL AND LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED COLUMBIA UNIVERSITY EMPLOYEES EITHER BY SELF-FUNDED CLAIMS OR BY PAYING PREMIUMS TO OBTAIN INSURANCE COVERAGE FOR SUCH CLAIMS. | Desc |
| Total Program Service Expenses | $12,208,006 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENOTTA YOUNG | PersonNm |
| Phone | 2128544684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 WEST 131ST STREET 4TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOANNE QUAN | ||||||
| TRUSTEE | 1.0 | 59.0 | Yes (X) | $0 | $553,350 | $46,130 |
| ANNE SULLIVAN | ||||||
| TRUSTEE | 1.0 | 59.0 | Yes (X) | $0 | $541,544 | $70,263 |
| ROXIE SMITH | ||||||
| TRUSTEE UNTIL 9/30/2013 | 1.0 | 59.0 | Yes (X) | $0 | $222,332 | $51,546 |
| TROY EGGERS | ||||||
| TRUSTEE AS OF 10/10/2013 | 1.0 | 59.0 | Yes (X) | $0 | $267,874 | $33,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,585,100 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,471 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EMPIRE BLUE CROSS BLUE SHIELD | |||||
| ONE LIBERTY PLAZA165 BROADWAY 14T | NEW YORK | NY | 10006 | ADMINISTRATION FEES | $404,808 |
| STATE STREET | |||||
| ONE LINCOLN STREET | BOSTON | MA | 02111 | INVESTMENT FEES | $369,607 |
| CIGNA HEALTH LIFE INSURANCE COMPA | |||||
| PO BOX 644546 | PITTSBURGH | PA | 152644546 | ADMINISTRATION FEES | $308,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,399,790 | AllOtherContributionsAmt |
| Total Contributions | $7,399,790 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREE CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,251,673 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,251,673 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,251,673 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,208,293 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,358,175 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,850,118 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,850,118 | TotalRevenueColumnAmt |
| Exclusion | $4,850,118 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,501,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,251,673 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,850,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,375,105 | TotalAmt |
| Program Services | $11,375,105 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,539 | TotalAmt |
| Management And General | $399,539 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $836,590 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $836,590 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PREMIUMS | Desc |
| Total | $832,901 | TotalAmt |
| Program Services | $832,901 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,444,135 | TotalAmt |
| Program Services | $12,208,006 | ProgramServicesAmt |
| Management And General | $1,236,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,721,634 | BOYAmt |
| EOY | $170,500,081 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,721,634 | BOYAmt |
| EOY | $170,500,081 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,647 | BOYAmt |
| EOY | $105,478 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,741 | BOYAmt |
| EOY | $796,973 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,388 | BOYAmt |
| EOY | $902,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,219,246 | BOYAmt |
| EOY | $169,597,630 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,219,246 | BOYAmt |
| EOY | $169,597,630 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,721,634 | BOYAmt |
| EOY | $170,500,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,057,446 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,320,938 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135598093 | EIN |
| Organization Type | 02 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $12,208,006 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $12,208,006 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A - PART I LINE 11H | FormAndLineReferenceDesc |
| Explanation | SUPPORT PROVIDED FOR THE BENEFIT OF THE SUPPORTED ORGANIZATION: COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INSURANCE BENEFITS TRUST PROVIDES HEALTH AND LIFE INSURANCE BENEFITS COVERING RETIRED OFFICERS AND SUPPORT STAFF OF THE TRUSTEES OF COLUMBIA UNIVERSITY IN NEW YORK CITY. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MSCI EAFE INDEX NL CTF | $27,363,447 | F |
| US AGGREGATE BOND INDEX NL CTF | $34,127,785 | F |
| S&P 100 INDEX NL CTF | $23,825,085 | F |
| S&P 500 INDEX NL CTF | $76,654,505 | F |
| US TIPS INDEX NL CTF | $8,529,259 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $170,500,081 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNT PAYABLE TO COLUMBIA UNIVERSITY | Desc |
| Amt | $796,973 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $796,973 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,822,519 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,320,938 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $22,320,938 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,501,581 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $17,501,581 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,444,135 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $13,444,135 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $13,444,135 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 - FIN 48 NO UNCERTAIN TAX POSITION | FormAndLineReferenceDesc |
| Explanation | THE CURML BELIEVES THAT ITS TAX POSITIONS AS THEY RELATE TO THE IMPACT ON THE FINANCIAL STATEMENTS OF FIN 48 ARE HIGHLY CERTAIN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOANNE QUAN | ||||||||||||||
| TRUSTEE | $0 | $518,350 | $0 | $35,000 | $0 | $0 | $0 | $26,190 | $0 | $19,940 | $0 | $599,480 | $0 | $0 |
| ANNE SULLIVAN | ||||||||||||||
| TRUSTEE | $0 | $541,544 | $0 | $0 | $0 | $0 | $0 | $26,190 | $0 | $44,073 | $0 | $611,807 | $0 | $0 |
| ROXIE SMITH | ||||||||||||||
| TRUSTEE UNTIL 9/30/2013 | $0 | $222,332 | $0 | $0 | $0 | $0 | $0 | $34,370 | $0 | $17,176 | $0 | $273,878 | $0 | $0 |
| TROY EGGERS | ||||||||||||||
| TRUSTEE AS OF 10/10/2013 | $0 | $246,207 | $0 | $5,000 | $0 | $16,667 | $0 | $20,226 | $0 | $13,306 | $0 | $301,406 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 3 - DELEGATION OF CONTROL OVER MANAGEMENT DUTIES | COLUMBIA UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION AND MANAGEMENT OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE BENEFITS TRUST ("CURML"). FROM 990, PART VI, LINE 6 - MEMBERS OF THE ORGANIZATION THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK IS THE SETTLOR AND THE SOLE MEMBER OF CURML AND HAS THE RIGHT TO APPOINT THE TRUSTEES OF CURML. |
| FORM 990, PART VI, LINE 7A - ELECTION OF THE GOVERNING BODY | THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK IS THE SETTLOR AND THE SOLE MEMBER OF CURML AND HAS THE RIGHT TO APPOINT THE TRUSTEES OF CURML. |
| FORM 990, PART VI, LINE 8B - COMMITTEES OF THE GOVERNING BODY | CURML HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, LINE 11B - REVIEW PROCESS FOR FORM 990 | COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE BENEFITS TRUST ("CURML") IS A SUPPORTING ORGANIZATION FOR THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ("THE UNIVERSITY"). THE UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION OF CURML. FORM 990 WAS REVIEWED BY THE OFFICIALS OF THE UNIVERSITY. THESE OFFICIALS INCLUDE THE UNIVERSITY'S DEPUTY CONTROLLER AND A REPRESENTATIVE FROM THE UNIVERSITY'S GENERAL COUNSEL OFFICE. |
| FORM 990, PART VI, LINE 12C - CONFLICT OF INTEREST POLICY | CURML FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SOLE MEMBER, THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ("THE UNIVERSITY"). EACH OFFICER OR KEY EMPLOYEE OF COLUMBIA UNIVERSITY WHO SERVES AS A TRUSTEE OR OFFICER OF CURML IS SUBJECT TO THE "STATEMENT OF UNIVERSITY POLICY ON CONFLICTS OF INTEREST," AND IS REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE DISCLOSURES ARE REVIEWED THROUGH AN ADMINISTRATIVE PROCESS. ANY DISCLOSURES THAT COULD GIVE RISE TO CONFLICTS AS IDENTIFIED THROUGH SUCH REVIEW ARE REPORTED TO AN APPROPRIATE SENIOR OFFICER. ANY SUBSTANTIVE CONCERNS ARE ALSO REPORTED TO THE CHAIR OF THE UNIVERSITY'S BOARD OF TRUSTEES. |
| FORM 990, PART VI, LINE 13 - WHISTLEBLOWER POLICY | THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK HAS A WRITTEN WHISTLEBLOWER POLICY WHICH APPLIES TO THE ACTIVITIES OF CURML. |
| FORM 990, PART VI, LINE 14 - DOCUMENT RETENTION POLICY | THE UNIVERSITY'S DOCUMENT RETENTION AND DESTRUCTION POLICY APPLIES TO ALL BOOKS AND RECORDS HELD BY THE UNIVERSITY. |
| FORM 990, PART VI, LINE 15A & 15B - COMPENSATION POLICY | MS. SULLIVAN IS AN OFFICER OF THE UNIVERSITY. AS SUCH, HER COMPENSATION IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT UNIVERSITY TRUSTEES. THE COMMITTEE REVIEWS COMPARABILITY DATA AND MINUTES OF ITS DELIBERATIONS ARE RECORDED CONTEMPORANEOUSLY WITH ANY ACTION. MS. SMITH, MR. EGGERS AND MS. QUAN ARE NOT OFFICERS OR KEY EMPLOYEES OF THE UNIVERSITY. THEIR COMPENSATION IS DETERMINED IN ACCORDANCE WITH THE UNIVERSITY'S REGULAR COMPENSATION PRACTICES APPLICABLE TO SIMILARLY SITUATED EMPLOYEES. |
| FORM 990, PART VI, LINE 19 - DOCUMENTS AVAILABLE FOR INSPECTION | CURML IS A SUPPORTING ORGANIZATION OF COLUMBIA UNIVERSITY. THE UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION OF CURML. COLUMBIA UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE AT WWW.COLUMBIA.EDU. |
| FORM 990, PART VII - AVERAGE HOURS | FOR ALL INDIVIDUALS DISCLOSED ON PART VII, AVERAGE HOURS FOR RELATED ORGANIZATIONS IS 60 HOURS PER WEEK. TIME DEVOTED TO THE ACTIVITIES OF CURML VARIES WITH THE NEEDS OF THE ORGANIZATION. |
| FORM 990, PART XII, LINE 2C - AUDIT OVERSIGHT | THE CONSOLIDATED FINANCIAL STATEMENTS OF COLUMBIA UNIVERSITY, FOR WHICH CURML IS A SUPPORTING ORGANIZATION, ARE AUDITED BY PRICEWATERHOUSECOOPERS ("PWC"), AN INDEPENDENT AUDITOR. PWC ALSO AUDITS THE FINANCIAL STATEMENTS OF CURML. THE UNIVERSITY'S BOARD OF TRUSTEES HAS AN AUDIT COMMITTEE COMPRISED OF INDEPENDENT TRUSTEES WHICH IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT, REVIEW AND COMPILATION OF THE UNIVERSITY'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR FOR THE UNIVERSITY AND CURML. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||||||||||
| 615 WEST 131ST STREET MC8741 | NEW YORK | NY | 10027 | 135598093 | EDUCATION | NY | 501(c)(3) | 2 | NA | false | ||||||
| CIS I LLC | ||||||||||||||||
| 615 WEST 131ST STREET MC8741 | NEW YORK | NY | 10027 | 133901821 | TITLE HOLDING | NY | 501(c)(2) | N/A | COLUMBIA | false | ||||||
| CIS II LLC | ||||||||||||||||
| 615 WEST 131ST STREET MC8741 | NEW YORK | NY | 10027 | 133901826 | TITLE HOLDING | NY | 501(c)(2) | N/A | COLUMBIA | false | ||||||
| COLUMBIA UNIVERSITY HEALTH CARE INC | ||||||||||||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | 133948652 | HEALTHCARE | NY | 501(C)(3) | 9 | COLUMBIA | false | ||||||
| COL PRESBYTERIAN MEDICAL CENTER FUND INC | ||||||||||||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | 136162924 | FUNDRAISING | NY | 501(C)(3) | 11A | NA | false | ||||||
| COLUMBIA UNIVERSITY PRESS | ||||||||||||||||
| 136 SOUTH BROADWAY | IRVINGTON | NY | 10533 | 131623968 | ACADEMIC PUB | NY | 501(C)(3) | 11A | COLUMBIA | false | ||||||
| FRIENDS OF COLUMBIA PSYCHOANALYTIC CTR | ||||||||||||||||
| 1051 RIVERSIDE DRIVE | NEW YORK | NY | 10032 | 133118570 | EDUC SUPPORT | NY | 501(C)(3) | 11A | NA | false | ||||||
| MORNINGSIDE HEIGHTS LEGAL SERVICES INC | ||||||||||||||||
| 435 WEST 116TH STREET BOX C16 RM8 | NEW YORK | NY | 10027 | 510192355 | CLINICAL EDUC | NY | 501(C)(3) | 11A | COLUMBIA | false | ||||||
| REID HALL INC | ||||||||||||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | 131611126 | EDU/CUL EXCH | NY | 501(C)(3) | 11A | COLUMBIA | false | ||||||
| CENTRE UNIVERSITAIRE AMERICAN REID HALL | ||||||||||||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | EDUCATION | N/A | N/A | REID HALL | false | FR | |||||||
| COLUMBIA GLOBAL CENTERS I EUROPE (PARIS) | ||||||||||||||||
| EDUCATION | N/A | N/A | REID HALL | false | FR | |||||||||||
| CU NEW YORK | ||||||||||||||||
| EDUCATION | N/A | N/A | REID HALL | false | FR | |||||||||||
| RESEARCH COLLECTIONS AND PRES CONSORTIUM | ||||||||||||||||
| 400 FORRESTAL ROAD | PRINCETON | NJ | 08540 | 223751732 | LIBRARY COLL | NJ | 501(C)(3) | 11A | NA | false | ||||||
| FOUNDATION FOR CTR FOR ENERGY MARINE | ||||||||||||||||
| 3225 GALLOWS RD | FAIRFAX | VA | 22037 | 541962639 | EDUC SUPPORT | DE | 501(C)(3) | 11D | NA | false | ||||||
| THE CLYDE & HELEN WU FAMILY FOUNDATION | ||||||||||||||||
| 1275 AUDOBON AVENUE | GROSSE POINTE PARK | MI | 48230 | 383441481 | EDUC SUPPORT | MI | 501(C)(3) | 11D | NA | false | ||||||
| CENTER FOR ENVIRONMENT ECONOMY & SOCIETY | ||||||||||||||||
| 2852 BROADWAY | NEW YORK | NY | 10025 | RESEARCH | N/A | N/A | CIP | false | DR | |||||||
| CENTER FOR NATL HLTH DEVELP IN ETHIOPIA | ||||||||||||||||
| HEALTHCARE | N/A | N/A | COLUMBIA | false | ET | KEBELE 06 H NO 447 | P.O BOX 664 | ADDIS ABABA | ET | CODE 1250 | ||||||
| CENTERS FOR INTERNATIONAL PROJECTS TRUST | ||||||||||||||||
| RESEARCH | N/A | N/A | CIP | false | IN | APT 101 K-62 HAUZ KHAS ENCLAVE | NEW DELHI | IN | 110016 | |||||||
| COLUMBIA GLOBAL CENTER IN INDIA | ||||||||||||||||
| 630 W 168TH STREET | NEW YORK | NY | 10032 | RESEARCH | N/A | N/A | CGC LLC | false | IN | |||||||
| COLUMBIA UK FUND LTD | ||||||||||||||||
| 615 WEST 131ST STREET MC8741 | NEW YORK | NY | 10027 | FUNDRAISING | N/A | N/A | COLUMBIA | false | UK | |||||||
| COLUMBIA UNIVERSITY HONG KONG FUND | ||||||||||||||||
| FUNDRAISING | N/A | N/A | COLUMBIA | false | HK | |||||||||||
| MSPH SWAZILAND | ||||||||||||||||
| 615 WEST 131ST STREET MC8741 | NEW YORK | NY | 10027 | HEALTHCARE | N/A | N/A | CIP | false | WZ | |||||||
| FUNDACION COLUMBIA U GLOBAL CTR - CHILE | ||||||||||||||||
| RESEARCH | N/A | N/A | COLUMBIA | false | CI | AVDAG HAMMASKJOLD 32691ST FL | VITACURA | SANTIAGO | CI | |||||||
| INSTITUTE ON MEDICINE AS A PROFESSION | ||||||||||||||||
| C/O 630 WEST 168TH STREE PS | NEW YORK | NY | 10032 | 331033330 | HEALTHCARE | DE | 501(C)(3) | 11C | NA | false | ||||||
| COLUMBIA GLOBAL CENTERS INITIATIVE | ||||||||||||||||
| 615 WEST 131ST STREET MC8741 | NEW YORK | NY | 10027 | RESEARCH | N/A | N/A | COLUMBIA | false | FR | |||||||
| COL GLOBAL CENTER EASTERN & SOUTH AFRICA | ||||||||||||||||
| REASEARCH | N/A | N/A | COLUMBIA | false | KE | PO BOX 51412 | NAIROBI | KE | 00100 | |||||||
| CU MIDDLE EAST RESEARCH CENTER | ||||||||||||||||
| EDUC SUPPORT | N/A | N/A | COLUMBIA | false | JO | 5 MOHD AL SAD AL-BATAYNER ST | AMAN | JO | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AP MC FUND I LP | |||||||||||||||||||
| ENTSUJI GADELIUS BLDG 1F 2-39 | AKASAKA 5-CHOME, TOKYO | MI | JA | 107-0052 | 980504300 | INVESTMENTS | JA | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | |||||
| AP RX FUND I LP | |||||||||||||||||||
| STRATEGIC SCENARIO CO BLDG 1F 2-39 | AKASAKA 5-CHOME, TOKYO | MI | JA | 107-0052 | 980515907 | INVESTMENTS | JA | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | |||||
| MERIT ENERGY PARTNERS V LP | |||||||||||||||||||
| 752411038 | INVESTMENTS | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | 13727 NOEL ROAD SUITE 500 | DALLAS | TX | 75240 | TX | ||||||
| PRIDES MONSTER FUND LP | |||||||||||||||||||
| 270574628 | INVESTMENTS | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | 200 HIGH STREET SUITE 700 | BOSTON | MA | 02110 | DE | ||||||
| EMPIRE INSTOPP I | |||||||||||||||||||
| 452787490 | INVESTMENTS | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | 6617 N SCOTTSDALE RD STE 101 | SCOTTSDALE | AZ | 85250 | AZ | ||||||
| WAYPOINT FUND I LP | |||||||||||||||||||
| 452787363 | INVESTMENTS | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | 1999 HARRISON STREET 22ND FLOOR | OAKLAND | CA | 94612 | CA | ||||||
| SANJEEVINI INVESTMENT HOLDINGS | |||||||||||||||||||
| IFS COURT TWETYEIGHT EBENE | CYBERCITY | MP | INVESTMENTS | MP | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | ||||||||
| GCM GROSVENOR BLUELP | |||||||||||||||||||
| 300773582 | INVESTMENTS | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | 582 767 FIFTH AVE 14TH FL | NEW YORK | NY | 10010 | DE | ||||||
| Q INDIA EQUITY FUND LIMITED | |||||||||||||||||||
| 0494924LETOILE DE MAHE GROUND FL | COASTAL FLIC EN FLAC,REPUBLIC OF | MAURITIUS | MP | 980494924 | INVESTMENTS | MP | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | ||||||
| CANAAN RESOURCE PTRS DRILLING FUND LP | |||||||||||||||||||
| 364777388 | INVESTMENTS | COLUMBIA | EXCLUDED | $0 | $0 | false | $0 | false | 211 NORTH ROBINSON AVENUE SUITE N | OKLAHOMA CITY | OK | 73102 | OK | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 16 EAST 60TH STREET CORPORATION | |||||||||||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | 133675222 | REAL ESTATE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| 2301 12TH AVENUE OWNERS CORP | |||||||||||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | 991786950 | REAL ESTATE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| COLUMBIA PRESBYTERIAN IPA | |||||||||||||||||
| 161 FORT WASHINGTON AVE SUITE 132 | NEW YORK | NY | 10032 | 133396165 | PHYS PRACTICE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| FATHOM KNOWLEDGE NETWORK INC | |||||||||||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | 134054997 | NEW MEDIA | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| FREEZER BOX INC | |||||||||||||||||
| 615 WEST 131ST STREET MC 8741 | NEW YORK | NY | 10027 | 991596696 | REAL ESTATE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| MORNINGSIDE INC | |||||||||||||||||
| 311 LOW MEMORIAL LIBRARY | NEW YORK | NY | 10027 | 061430120 | REAL ESTATE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| COLUMBIA DOCTORS OF NEW JERSEY | |||||||||||||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | 264364931 | HEALTHCARE | NJ | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| BEIJING DE GA INTRNTL CONSULTING CTR LTD | |||||||||||||||||
| EDUCATION | COLUMBIA | FOREIGN CORP | $0 | $0 | false | TOWERA TSINGHUA SCIENCEPARK | CHENGFURD | HAIDIAN | CH | 100084 | CH | ||||||
| ASM HUDSON RIVER FUND | |||||||||||||||||
| INVESTMENTS | COLUMBIA | REG MUTUAL FUND | $0 | $0 | false | WALKER HOUSE 87 MARY STREET | GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9002 | CJ | ||||||
| CALUNIUS LITIGATION RISK FUND LP | |||||||||||||||||
| 980684876 | INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | 1ST FLOOR DOREY COURT ADMIRAL PARK | ST PETER PORT | GUERNSEY | GK | GY1 6HJ | GK | |||||
| COLUMBIAPATRON SCOTLAND LP | |||||||||||||||||
| INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | 50 LOTHIAN ROAD FESTIVAL SQUARE | EDINBURGH | SCOTLAND | UK | EH3 9BY | UK | ||||||
| FPCM INFLATION LINKED OPPORTUNITIES LTD | |||||||||||||||||
| INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | WALKER HOUSE 87 MARY STREET | GEORGE TOWN | GRAND CAYMAN | CJ | KY1-9002 | CJ | ||||||
| HARBOUR LITIGATION INVEST OFFSHORE FUND | |||||||||||||||||
| 980660716 | INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| NCH INVESTORS FUND (CU) CORP | |||||||||||||||||
| INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | UGLAND S CHURCH ST PO BOX 309 | GEORGE TOWN | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| CALUNIUS LITIGATION RISK FUND 2 LP | |||||||||||||||||
| 981162651 | INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | PO BOX 656 EAST WINGTRAFALGAR CRT | LES BANQUES, ST. PETER PORT | GK | GY1 3PP | GK | ||||||
| HARBOUR OFFSHORE FUND II LP | |||||||||||||||||
| 981049614 | INVESTMENTS | COLUMBIA | FOREIGN CORP | $0 | $0 | false | UGLAND HOUSE PO BOX 309 | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| CHARITABLE REMAINDER TRUSTS (53) | |||||||||||||||||
| N/A | NY | COLUMBIA | TRUST | $0 | $0 | false | |||||||||||
| POOLED INCOME FUNDS (3) | |||||||||||||||||
| N/A | NY | COLUMBIA | TRUST | $0 | $0 | false | |||||||||||
| CENTERS FOR INTERNATIONAL PROG | |||||||||||||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | 135598093 | RESEARCH | DE | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| GLOBAL HEALTH RESEARCH CNTR-CE | |||||||||||||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 10027 | RESEARCH | DE | COLUMBIA | C-CORP | $0 | $0 | false | |||||||
| COLUMBIA OPHTHALMOLOGY CONSULTANTS INC | |||||||||||||||||
| 635 WEST 165TH STREET ROOM 218 | NEW YORK | NY | 10032 | 133908637 | HEALTHCARE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| ASSOCIACAO COLUMBIA GLOBAL CENTERBRASIL | |||||||||||||||||
| RESEARCH | CGC LLC | N/A | $0 | $0 | false | RUA DA CANDELARIA 9 3O ANDAR | CENTRO | RIO DE JANEIRO | BR | BR | |||||||
| UNIVERSITY WOMEN'S REALTY CORPORATION | |||||||||||||||||
| 408 LOW MEMORIAL LIBRARY MC 4336 | NEW YORK | NY | 10025 | 132524803 | REAL ESTATE | NY | COLUMBIA | C-CORP | $0 | $0 | false | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV | FormAndLineReferenceDesc |
| Explanation | AS OF JUNE 30, 2014, THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK HELD MORE THAN A 50% BENEFICIAL INTEREST IN 53 CHARITABLE REMAINDER TRUSTS DOMICILED IN NEW YORK AND 3 POOLED INCOME FUNDS DOMICILED IN NEW YORK. | ExplanationTxt |