Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
Yale University
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 208239
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New Haven, CT065208239
D Employer identification number

06-0646973
E Telephone number

G Gross receipts $ 14,944,662,661
F Name and address of principal officer:
Maurie McInnis
PO Box 208229
New Haven,CT065208229
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.yale.edu
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1701
M State of legal domicile: CT
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE THE WORLD THROUGH RESEARCH, SCHOLARSHIP, EDUCATION, PRESERVATION, AND PRACTICE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 18
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 34,705
6 Total number of volunteers (estimate if necessary) ............. 6 15,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -23,224,990
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,328,427,356 1,419,967,393
9 Program service revenue (Part VIII, line 2g) ......... 2,747,218,097 2,982,357,785
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,196,267,937 2,379,740,354
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 43,110,398 59,190,547
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,315,023,788 6,841,256,079
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 713,315,715 800,884,314
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 3,072,987,279 3,345,923,969
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 86,668,255    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,826,398,254 2,050,262,976
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,612,701,248 6,197,071,259
19 Revenue less expenses. Subtract line 18 from line 12....... 702,322,540 644,184,820
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 54,308,947,172 55,210,972,740
21 Total liabilities (Part X, line 26)............. 10,409,366,761 10,013,756,266
22 Net assets or fund balances. Subtract line 21 from line 20..... 43,899,580,411 45,197,216,474
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,605,592,620 including grants of $ 72,847,389 ) (Revenue $ 2,512,997,254 )
Instruction: The program service costs include salaries, fringe benefits and supplies of teaching approximately 15,000 students including 6,749 undergraduates and 8,263 graduate and professional school students. A faculty of nearly 5,500 teach and administer programs across a range of disciplines in the sciences and engineering, the social sciences, the humanities, and the various learned professions. More than 80 majors are available in the undergraduate college and more than 35 different degree programs are offered by the university. In addition to the graduate school of arts and sciences, the university has professional schools in disciplines of architecture, art, divinity, drama, engineering and applied science, global affairs, the environment, law, management, medicine, music, nursing, and public health.
4b (Code:   ) (Expenses $ 1,018,330,533 including grants of $ 569,279,805 ) (Revenue $ 140,385,795 )
Student financial aid and services: Yale college admits students for their academic and personal promise without regard to their ability to pay. Yale is committed to an admissions policy that does not consider a student's ability to pay, and a financial aid policy that meets the full need of all students with no loans required. These two principles: need-blind admissions and need-based financial aid, ensure that a Yale education is affordable for everyone. With this policy, Yale strives to create a learning environment accessible to the most talented students from around the world and that incorporates the widest possible range of student backgrounds. In FY2024, 3,709 or 54% of undergraduates received need-based scholarships or grants from Yale sources of $65,347 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 2,994,345 meals to students, faculty, and staff; maintenance of dormitories housing 5,120 undergraduates and 944 graduate and professional school students; operation and maintenance of athletic facilities for the 35 intercollegiate sports, over 20 intramural sports, and approximately 49 club sports teams offered at Yale. Also included are fitness, wellness, and instructional programs, 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.
4c (Code:   ) (Expenses $ 872,517,257 including grants of $ 142,763,503 ) (Revenue $ 191,698,355 )
Research: The University engages in extensive research in medicine, science, engineering, the arts, social sciences, and humanities. The University's research activities are aimed at the advancement of knowledge as well as training students in the research process. As integral parts of a unified, innovative, and accessible student-centered research University, Yale's labs and classrooms are turning out groundbreaking medical and scientific discoveries and the next generation of innovators in many areas of research excellence. The University's outstanding facilities devoted to research are comprised of myriad laboratories, centers, libraries, collections, and institutes that focus on research in geology, chemistry, biology, engineering and applied science, anthropology, paleontology, psychology, molecular and structural biology, nuclear structure, child development, social policy, biospheric studies and numerous biomedical sciences, to name but a few.
(Code:   ) (Expenses $ 826,650,345 including grants of $ 15,993,617 ) (Revenue $ 135,551,689 )
OTHER PROGRAM SERVICES INCLUDE ACADEMIC SUPPORT, PUBLIC SERVICE, AND OTHER INSTITUTIONAL SUPPORT.
4d Other program services (Describe in Schedule O.)
(Expenses $ 826,650,345 including grants of $ 15,993,617 ) (Revenue $ 135,551,689 )
4e Total program service expenses5,323,090,755
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
List of Attached Documents:
// Content
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
Yes
 
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
33,835
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
34,705
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: HK , HU , IN , AR , EI , IS , LU , MP , MO , PL , SN , SZ , UK , BR , CA , CJ , CH , CY
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
1
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
Yes
 
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
18
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
Yes
 
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Stephen C Murphy VP For Finance and CFOPO Box 208239   New Haven,CT065208239 (203) 432-5530
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Peter Salovey......................................................................
Trustee & President
 50.0
.................
2.2 		X   X       2,335,529 0 117,813
(2) Ann Miura-Ko......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(3) Carlos R Moreno......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(4) Catharine B Hill......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(5) David A Thomas......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(6) David Sze......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(7) Edward Miner Ned Lamont Jr......................................................................
Trustee (ex-officio)
 0.0
.................
0.0 		X           0 0 0
(8) Fred Krupp......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(9) Gina R Boswell......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(10) Joshua Bekenstein......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(11) Joshua L Steiner......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(12) Marta L Tellado......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(13) Maryana Iskander......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(14) Maurie McInnis......................................................................
Trustee (through 5/29/24)
 5.0
.................
0.0 		X           0 0 0
(15) Michael J Cavanagh......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(16) Michael Warren......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
(17) Neal S Wolin......................................................................
Trustee
 5.0
.................
0.0 		X           0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Susan Bysiewicz........................................................................
Trustee (ex-officio)
 0.0
.......................0.0 		X           0 0 0
(19) William E Kennard........................................................................
Trustee
 5.0
.......................0.0 		X           0 0 0
(20) Alexander E Dreier........................................................................
Sr VP for Institutional Affairs
 50.0
.......................0.0 		    X       881,218 0 108,059
(21) Jack F Callahan Jr........................................................................
Sr VP for Operations
 50.0
.......................0.0 		    X       828,950 0 84,427
(22) Jack Michael Bellamy........................................................................
VP for Facilities, Campus Development & Sustainability
 50.0
.......................0.0 		    X       663,536 0 42,354
(23) Joan E O'Neill........................................................................
VP for Alumni Affairs & Development
 50.0
.......................1.2 		    X       817,363 0 75,238
(24) John Barden........................................................................
VP for Technology and Campus Services
 50.0
.......................2.0 		    X       472,613 0 75,028
(25) John Whelan........................................................................
VP for HR
 50.0
.......................0.0 		    X       435,377 0 76,436
(26) Kimberly M Goff-Crews........................................................................
Secretary & VP for University Life
 50.0
.......................1.0 		    X       530,671 0 50,442
(27) Renee Kopkowski........................................................................
VP for Communications
 50.0
.......................0.0 		    X       393,137 0 59,708
(28) Scott A Strobel........................................................................
Provost
 50.0
.......................0.0 		    X       887,887 0 64,463
(29) Stephen C Murphy........................................................................
VP for Finance & CFO
 50.0
.......................4.6 		    X       596,624 0 146,769
(30) Matthew S T Mendelsohn........................................................................
Chief Investment Officer
 50.0
.......................2.6 		      X     2,320,131 0 2,122,959
(31) Nancy J Brown........................................................................
Dean, School of Medicine
 50.0
.......................0.0 		      X     1,130,957 0 58,325
(32) Alex Hetherington........................................................................
Managing Director, Investments
 50.0
.......................0.0 		        X   1,772,887 0 72,967
(33) Amelia Chivetta........................................................................
Managing Director, Investments
 50.0
.......................2.6 		        X   1,671,148 0 51,966
(34) John Ricotta........................................................................
Managing Director, Investments
 50.0
.......................0.0 		        X   1,703,069 0 75,217
(35) Murat Gunel........................................................................
Chair, Neurosurgery
 50.0
.......................0.0 		        X   1,683,353 0 87,625
(36) Timothy R Sullivan........................................................................
Sr Director of Private Equity
 50.0
.......................0.0 		        X   2,057,602 0 78,399
(37) Alexander C Banker........................................................................
Former Director of Investments
 50.0
.......................2.6 		          X 1,607,501 0 79,575
(38) Benjamin Polak........................................................................
Former Provost
 50.0
.......................0.0 		          X 496,033 0 63,802
(39) Dean J Takahashi........................................................................
Former Sr Director, Investments
 50.0
.......................0.0 		          X 540,712 0 52,974
(40) Karen Peart........................................................................
Former Interim VP for Communications
 50.0
.......................0.0 		          X 238,586 0 38,803
(41) Pericles Lewis........................................................................
Former VP for Global Strategy
 50.0
.......................0.2 		          X 539,793 0 127,151
(42) Robert J Alpern........................................................................
Former Dean, School of Medicine
 50.0
.......................0.0 		          X 344,409 0 39,793
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 24,949,086 0 3,850,293
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 6,435
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
HHLR Advisors LTD

190 Elgin Avenue
George Town,Grand CaymanKY19008
CJ 		Investment Management Services 203,292,127
THE WHITING-TURNER CONTRACTING COMPANY

300 East Joppa Road
Baltimore,MD21286 		construction & related services 111,405,435
GILBANE BUILDING COMPANY

7 Jackson Walkway
Providence,RI02903 		CONSTRUCTION & RELATED SERVICES 29,945,820
DIMEO CONSTRUCTION COMPANY

75 CHAPMAN STREET
PROVIDENCE,RI02905 		CONSTRUCTION & RELATED SERVICES 28,599,341
TURNER CONSTRUCTION COMPANY

375 Hudson Street
New York,NY10014 		CONSTRUCTION & RELATED SERVICES 25,723,586
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 458
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 230,137
b Membership dues..1b 0
c Fundraising events..1c 293,604
d Related organizations1d 4,035,500
e Government grants (contributions)1e 859,628,199
f All other contributions, gifts, grants, and similar amounts not included above1f 555,779,953
g Noncash contributions included in lines 1a - 1f:$ 1g 163,268,024
h Total. Add lines 1a-1f....... 1,419,967,393
Program Service RevenueAmt Business Code
2a Medical services 541900 1,587,178,115 1,587,161,585 16,530 0
b Student Income 611310 959,005,416 959,005,416 0 0
c Contract income Gov & Non-Gov't 541700 195,875,096 195,875,096 0 0
d Auxiliary Services 611710 177,554,858 177,554,858 0 0
e Publication income 511130 19,520,646 19,103,360 417,286 0
f All other program service revenue. 43,223,654 41,932,778 1,290,876 0
g Total. Add lines 2a–2f ..... 2,982,357,785
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 667,696,662 0 -34,354,795 702,051,457
4 Income from investment of tax-exempt bond proceeds 0 0 0 0
5 Royalties........... 20,535,204 0 0 20,535,204
(i) Real (ii) Personal
6a Gross rents 6a 26,080,880 0
b Less: rental expenses 6b 16,782,202 0
c Rental income or (loss) 6c 9,298,678 0
d Net rental income or (loss)....... 9,298,678 0   9,298,678
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 6,372,082,646 3,425,975,266
b Less: cost or other basis and sales expenses 7b 6,291,175,646 1,794,838,574
c Gain or (loss) 7c 80,907,000 1,631,136,692
d Net gain or (loss)......... 1,712,043,692 0 7,797,092 1,704,246,600
8a Gross income from fundraising events (not including $ 293,604of contributions reported on line 1c). See Part IV, line 18 ....
8a 409,085
b Less: direct expenses ... 8b 610,160
c Net income or (loss) from fundraising events.. -201,075 0 -201,075
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0 0 0 0
OtherRevenueMiscAmt
Business Code
11a Parking 812930 16,851,763 0 1,608,021 15,243,742
b Utilities 221000 12,705,977 0 0 12,705,977
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 29,557,740
12 Total revenue. See instructions..... 6,841,256,079 2,980,633,093 -23,224,990 2,463,880,583
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 137,367,227 137,367,227
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 630,165,415 630,165,415
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 33,351,672 33,351,672
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 15,481,788 1,826,650 12,731,027 924,111
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 26,388,541 11,442,240 14,946,301 0
7 Other salaries and wages........ 2,508,552,564 2,284,492,702 180,708,058 43,351,804
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 198,218,367 174,566,163 19,439,945 4,212,259
9 Other employee benefits ....... 451,835,139 396,481,400 45,754,384 9,599,355
10 Payroll taxes ........... 145,447,570 127,384,696 14,976,261 3,086,613
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 17,926,633 1,426,466 16,493,628 6,539
c Accounting ........... 1,222,304 51,347 1,169,056 1,901
d Lobbying ........... 175,175 175,175 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 265,662,827 0 265,662,827 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 400,992,427 323,969,975 72,439,582 4,582,870
12 Advertising and promotion .... 8,483,121 6,061,761 2,342,756 78,604
13 Office expenses ....... 33,429,416 30,612,793 0 2,816,623
14 Information technology ...... 58,523,163 45,049,844 12,624,618 848,701
15 Royalties .. 2,831,795 2,831,795 0 0
16 Occupancy ........... 96,312,072 92,288,766 3,257,805 765,501
17 Travel ............ 80,322,202 72,852,769 4,157,239 3,312,194
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 7,153 7,153 0 0
19 Conferences, conventions, and meetings .... 25,652,873 20,778,399 1,738,616 3,135,858
20 Interest ........... 114,966,934 110,249,333 3,785,454 932,147
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 354,974,969 340,431,598 11,669,749 2,873,622
23 Insurance ... 69,496,388 62,349,487 7,146,540 361
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Supplies - Medical, Research, Other 149,545,157 148,557,524 586,000 401,633
b Building Materials & Equipment 45,737,199 45,426,605 0 310,594
c Collections 45,534,515 45,201,764 332,687 64
d Subsidies, Community Support, and payments to municipalities 38,692,613 9,118,641 29,235,189 338,783
e All other expenses 239,774,040 168,571,395 66,114,527 5,088,118
25 Total functional expenses. Add lines 1 through 24e 6,197,071,259 5,323,090,755 787,312,249 86,668,255
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 843,999,221 2 1,056,767,942
3 Pledges and grants receivable, net ...... 1,100,584,439 3 1,000,818,973
4 Accounts receivable, net ............. 268,896,646 4 312,153,450
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
140,629 5 111,666
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 105,818,046 7 100,852,957
8 Inventories for sale or use ............ 16,015,744 8 17,000,237
9 Prepaid expenses and deferred charges ...... 200,427,560 9 274,468,451
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 10,516,459,609
b Less: accumulated depreciation 10b 4,366,080,446 5,979,748,505 10c 6,150,379,163
11 Investments—publicly traded securities . 5,822,025,735 11 4,544,079,686
12 Investments—other securities. See Part IV, line 11 ..... 39,423,024,052 12 41,070,820,353
13 Investments—program-related. See Part IV, line 11 .. 63,520,238 13 81,513,394
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 484,746,357 15 602,006,468
16 Total assets. Add lines 1 through 15 (must equal line 33)... 54,308,947,172 16 55,210,972,740
Liabilities 17 Accounts payable and accrued expenses ..... 596,177,641 17 730,230,344
18 Grants payable ... 10,485,240 18 14,911,322
19 Deferred revenue ......... 200,492,619 19 181,946,454
20 Tax-exempt bond liabilities ......... 3,003,836,129 20 2,988,254,461
21 Escrow or custodial account liability. Complete Part IV of Schedule D 2,520,857 21 2,019,315
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 2,116,209,322 24 1,859,047,764
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 4,479,644,953 25 4,237,346,606
26 Total liabilities. Add lines 17 through 25.. 10,409,366,761 26 10,013,756,266
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 8,758,802,417 27 9,441,856,086
28 Net assets with donor restrictions ........... 35,140,777,994 28 35,755,360,388
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 43,899,580,411 32 45,197,216,474
33 Total liabilities and net assets/fund balances ........ 54,308,947,172 33 55,210,972,740
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,841,256,079
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,197,071,259
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
644,184,820
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
43,899,580,411
5
Net unrealized gains (losses) on investments ...............
5
523,041,625
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
130,409,618
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
45,197,216,474
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 1,356,612,031 1,680,260,285 1,427,195,501 1,328,427,356 1,419,967,393 7,212,462,566
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... 0 0 0     0
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0     0
4 Total. Add lines 1 through 3 1,356,612,031 1,680,260,285 1,427,195,501 1,328,427,356 1,419,967,393 7,212,462,566
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. 196,631,406
6 Public support. Subtract line 5 from line 4. 7,015,831,160
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 1,356,612,031 1,680,260,285 1,427,195,501 1,328,427,356 1,419,967,393 7,212,462,566
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 433,859,691 161,127,867 171,417,931 476,627,846 748,667,541 1,991,700,876
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 256,703,492 2,562,757 0 259,266,249
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 0 0 0 0 0 0
11 Total support. Add lines 7 through 10 9,463,429,691
12
12
12,707,163,413
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
74.14 %
15
15
75.29 %
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Schedule A (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Yale University
 
Employer identification number

06-0646973
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Yale University
  		Employer identification number
06-0646973
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Yale University
  		Employer identification number

06-0646973
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Yale University
  		Employer identification number

06-0646973
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).Click to see attachment
List of Attached Documents:
// Content

B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 1,280 1,280
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 568,289 568,289
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 569,569 569,569
d Other exempt purpose expenditures ............................................................................... 5,756,549,232 5,838,431,671
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 5,757,118,801 5,839,001,240
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 556,482 545,034 556,690 569,569 2,227,775
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 6,200 6,973 2,430 1,280 16,883
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 9 9
2 Aggregate value of contributions to (during year) 500,000 500,000
3 Aggregate value of grants from (during year) 4,089,284 6,820,875
4 Aggregate value at end of year ........ 246,976,222 159,416,679
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow0
4
Number of states where property subject to conservation easement is located right arrow1
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow0.0
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $ 0
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 40,920,934,244 41,501,681,084 42,356,948,318 31,244,272,067 30,358,036,252
b Contributions ... 231,477,000 291,890,000 301,355,000 636,119,000 331,706,000
c Net investment earnings, gains, and losses 2,271,310,000 758,684,000 265,880,000 12,052,824,000 1,931,965,000
d Grants or scholarships ... 237,316,799 219,895,942 200,886,111 194,279,342 194,735,352
e Other expenditures for facilities
and programs ... 		1,353,482,003 1,287,616,145 1,110,684,565 1,284,375,555 1,088,897,099
f Administrative expenses .... 136,610,648 123,808,753 110,931,558 97,611,852 93,802,734
g End of year balance ...... 41,696,311,794 40,920,934,244 41,501,681,084 42,356,948,318 31,244,272,067
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow17.37 %
b
Permanent endowment right arrow14.76 %
c
Term endowment right arrow67.87 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
Yes
 
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   138,812,155 138,812,155
b Buildings .... 66,772,444 9,812,862,472 4,042,935,796 5,836,699,120
c Leasehold improvements   32,016,800 16,164,032 15,852,768
d Equipment ....   465,995,738 306,980,618 159,015,120
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 6,150,379,163
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Fixed income		 102,205 F

(B) Common Stock		 1,346,098 F

(C) Equity Investments		 40,407,891,203 F

(D) Other Investments		 661,480,847 F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 41,070,820,353
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Employee benefit obligations 769,882,789
Compensated absences 85,739,955
Financial aid grant obligations 52,282,166
Asset retirement obligations 35,445,849
Lease Liabilities 200,868,062
Liabilities under split-interest agreements 136,930,753
Due to institutions 1,972,069,087
Securities sold not yet purchased 333,644,455
Other Liabilities 650,483,490
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 4,237,346,606
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 6,721,343,438
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 523,041,625
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d -332,968,350
e Add lines 2a through 2d ..................... 2e 190,073,275
3 Subtract line 2e from line 1.................. 3 6,531,270,163
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 344,690,213
b Other (Describe in Part XIII.) ........... 4b -34,704,297
c Add lines 4a and 4b.................... 4c 309,985,916
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 6,841,256,079
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 5,412,253,732
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 47,299,742
e Add lines 2a through 2d.................... 2e 47,299,742
3 Subtract line 2e from line 1................... 3 5,364,953,990
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 344,690,213
b Other (Describe in Part XIII.) ........... 4b 487,427,056
c Add lines 4a and 4b..................... 4c 832,117,269
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 6,197,071,259
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V ENDOWMENT FUNDS ENDOWMENT FUNDS INCLUDE THE VALUE OF THE ENDOWMENT AND UNEXPENDED ENDOWMENT INCOME AT JUNE 30, 2024.
Schedule D, Part X, Line 2 LIABILITY FOR UNCERTAIN TAX POSITIONS 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, 2024.
Schedule D, Part II, Line 5 CONSERVATION EASEMENTS Per the agreement, the university reserves a pedestrian ingress and egress easement over the real property as part of the conservation easement for the purposes of inspecting the real property to determine compliance with the provisions, terms, covenants and purposes of the conservation easement. In addition, the university has the right to enforce the terms of the conservation easement, and to take necessary actions to remedy or abate violations of this conservation easement and to prevent any activity on the real property inconsistent with the purpose of the conservation easement.
Schedule D, Part II, Line 9 Conservation easements financial reporting During the fiscal year ended June 30, 2024, the University held a conservation easement, with conservation rights it retained as part of the sale of land. The university did not recognize revenue or incur expenses related to the conservation easement nor did it include a footnote to the financial statements that describes the accounting for conservation easements.
Schedule D, Part III, Line 1a Collections of art - financial statement footnote 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 expenses in the University's consolidated statement of activities in the period in which the items are acquired.
Schedule D, Part III, Line 4 Collections of art - description of collections Yale University's museums and libraries are an integral part of teaching and learning across the university and include the Yale University Art Gallery, the Yale Center for British Art, Yale Peabody Museum, and the Morris Steinert Collection of Musical Instruments. Most of the museums and libraries are open to the public, all of them are free of charge. People of all ages are invited to visit the collections, join an exhibition tour, take classes with artists and curators, and enjoy many other public programs offered throughout the year. In service of its mission, Yale University released to the public LUX: Yale Collections Discovery. LUX is a digital platform that enables users to search across Yale's museums, archives, and library collections. Since its foundation in the early 18th century, the University has encouraged, accumulated, and actively built its collections in the service of its educational mission. LUX supports this mission by making many of these objects and resources accessible, so that new knowledge and understanding can be built by those within and beyond Yale. The Yale University Art Gallery: The Yale University Art Gallery, founded in 1832, is the oldest university art museum in America. The museum collects, preserves, studies, and presents art in all media, from all regions of the globe and across time. The museum's exceptional collection - numbering over 300,000 objects - is the core of its identity. The collection includes ancient art, Asian art, African art, Indo-Pacific art, American paintings and sculpture, American Decorative Arts, art of the Ancient Americas, prints and drawings, photography, numismatics, European art, and Modern and Contemporary art. The Art Gallery's mission is to collect, preserve, study, and present art in all media and to serve as a center for teaching, learning, and scholarship for the Yale campus, community, and national and international audiences. The Art Gallery seeks to make the museum a place where creativity continuously enriches our lives, sparks curiosity and inspiration, and generates wonder, new ways of thinking, and mutual respect. It is a center for teaching, learning, and scholarship and is a preeminent cultural asset for Yale University, the wider academic community, and the public. The museum is open to all, free of charge, and is committed to engaging audiences through thoughtful, creative, and relevant exhibitions, programs, and publications. The Yale Center for British Art: The Yale Center for British Art is a public art museum and research institute for the study of British art and culture. The Yale Center for British Art, which opened in 1977, holds the largest and most comprehensive collection of British art outside the United Kingdom. The collections of paintings, sculpture, photographs, prints, drawings, rare books, and manuscripts present the story of British art and culture, and its global contexts, from the fifteenth century to today. The Center offers a year-round schedule of exhibitions and programs, including talks and lectures, conferences, films, concerts, and performances. The Yale Center for British Art oversees an active research program through which it promotes and fosters the scholarship of all aspects of British art and material culture. Academic resources of the center include the Reference Library and Photograph Archives, conservation laboratories, a study room for examining works on paper as well as rare books and manuscripts from the museum's physical and digital collections. Over 100,000 records from the paintings and sculpture, prints and drawings, rare books and manuscripts, reference library, and archives collections are searchable online, along with nearly all of the Center's historic frames. The Center closed in February 2023 for building conservation and will reopen in 2025. During this period, The Center will maintain a robust schedule of online and off-site programs and off-site exhibitions. Onsite access to the collection, Reference Library, and Study Room will be limited during the building conservation project and will be by appointment only. When it reopens in 2025, The British Art Center will continue to offer admission free of charge. Yale Peabody Museum: The Yale Peabody Museum, 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 Yale Peabody Museum houses more than 14 million specimens and artifacts representing more than 4 billion years of geological, biological, and human history. The Yale Peabody Museum's collections, a major component of research and teaching at the Museum and across Yale, are used in undergraduate and graduate courses and research, as well as in public programs and exhibitions. The curators and staff contribute new knowledge and make it available to the public and to specialized audiences. The Peabody's mission is to serve the University by advancing the understanding of earth's history through geological, biological, and anthropological research, and by communicating the results of this research to the widest possible audience through publication, exhibition, and educational programs. Fundamental to this mission is stewardship of the Museum's rich collections, which provide a remarkable record of the history of the earth, its life, and its cultures. Conservation, augmentation and use of these collections become increasingly urgent as modern threats to the diversity of life and culture continue to intensify. The Yale Peabody Museum Office of Student Programs supports Yale student participation in the activities of the Museum across all its departments and divisions. The Museum's collections are available to legitimate researchers at established institutions for scholarly use. The Museum recently completed a major renovation and is now open to the public, free of charge. Morris Steinert Collection of Musical Instruments: Established in 1900, the Morris Steinert Collection of Musical Instruments today comprises more than 1,000 objects including instruments, instrument accessories, and more. The Collection focuses on Western European and North American art-music traditions, yet its holdings from musical cultures all over the world, including Asia, Africa, and Latin America, are continually growing. It is committed to fostering an understanding and appreciation of musical instruments from all cultures and periods. One of the foremost institutions of its kind, the Collection acquires, preserves, and exhibits musical instruments from antiquity to the present, and showcases restored examples in demonstration and live performances. The Morris Steinert Collection of Musical Instruments also serves as a laboratory for historical, artistic, and innovative exploration and education in the arts and sciences. It is a renowned study and research collection for scholars, musicians, and instrument makers, and a world-class museum that engages the public in the fascinating history of musical instruments through exhibits, publications, concerts, and outreach initiatives. The Collection is open to the public free of charge. The Morris Steinert Collection of Musical Instruments is currently closed for renovation. However, the online gallery is always open. Yale University Library: In addition to its museums, the Yale University Library advances teaching, research, learning, and practice through staff expertise, diverse collections, extensive electronic resources, inclusive programs and services, and welcoming spaces. Yale Library has accumulated and preserved extraordinary collections that represent a vast diversity of the human experience in more than a dozen libraries and locations, including Sterling Memorial Library, Beinecke Rare Book and Manuscript Library, and Bass Library, Marx Science and Social Science Library, as well as many other school and departmental libraries. Yale Library's unique collections, amassed over three centuries and widely used in teaching, are a distinctive feature of a Yale education, together with the collections of Yale's museums. In continuing to build and steward these collections, Yale has made a commitment to help preserve and disseminate human knowledge and to find new ways to make our collections accessible to the Yale community and beyond.
Schedule D, Part IV, Line 2b Explanation of escrow agreement THE AMOUNT REPORTED ON FORM 990, PART X, LINE 21, ESCROW ACCOUNT LIABILITY, CONSISTS OF SECURITY DEPOSITS RELATED TO LEASE AGREEMENTS AND OTHER DEPOSITS.
Schedule D, Part V, Line 4 Intended uses of endowment funds Spending from the endowment provides Yale's largest source of operating revenue. Over the past decade, the university has spent $14.3 billion from its endowment, supporting every aspect of Yale's mission by accelerating research and innovation, allowing for a global need-blind admissions policy, and propelling the next generation of leaders who are determined to change the world for the better. The endowment's strength also enables Yale to support New Haven with the largest voluntary financial contribution of any American university to its home city. The endowment is the university's single largest source of revenue, providing more than one-third of Yale's annual operating budget. Endowment investment returns allocated to operating activities increased by 11% in 2024 to $1.9 billion. At June 30, 2024, net assets in the endowment totaled approximately $41.4 billion. The majority of endowment spending is allocated across multiple purposes, including financial aid and professorships, based on donor restrictions or internal designations by the university. Endowment spending that is neither restricted nor designated provides additional support for priorities that carry out the university's mission. The endowment is structured to support the university in perpetuity. Yale pursues an investment strategy designed to achieve its goals through the careful consideration of risk and return across asset classes, including public equities, marketable alternatives, leveraged buyouts, venture capital, and real assets, and through the astute selection of external investment managers within those asset classes. The endowment spending policy, which allocates endowment earnings to operations, balances the competing objectives of providing a stable flow of income to the operating budget and protecting the real value of the endowment over time. The spending policy manages the trade-off between these two objectives by using a long-term target spending rate combined with a smoothing rule, which adjusts spending in any given year gradually in response to changes in endowment market value. The target spending rate approved by the Yale Corporation currently stands at 5.25% of the endowment's value.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Tuition discounts which were netted with student income on the audited financial statements - -XXX-XX-XXXX Non-Yale eliminations - 23610898 Change in funding status of defined benefit plans - XXX-XX-XXXX Actuarial adjustment for split-interest liability - 2837227 Non-controlling interest - 438190
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements 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 - -34704297
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Expenses on the audited financial statements that are reclassified for Form 990 purposes and reported on Part VIII, Lines 6B, 7B, and 9B pursuant to form instructions - 34704297 Non-Yale Eliminations - 12595445
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Tuition Discounts which were netted with Student Income on the audited financial statements - XXX-XX-XXXX
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE E(Form 990)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2023Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or through
newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no
solicitation program, in a way that makes the policy known to all parts of the general community it serves? If "Yes," please
describe. If "No," please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . .
3
 
No
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2023)
Schedule E (Form 990) (2023)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.
Return Reference Explanation
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The university meets the criteria established in Section 4.03.2(b) of Rev. Proc. 75-50, as modified by Rev. Proc. 2019-22, through admission and financial aid offices outreach programs. The University's Equal Opportunity Statement is made known to all segments of the general community serviced by the University. It is included in catalogues and brochures dealing with student admissions, programs, and scholarships of the University as well as on its website which are all available to the public. The University's equal opportunity statement and nondiscrimination policy are included on its homepage. The university is in compliance with Sections 4.02 and 4.03 of IRS Revenue Procedure 75-50. Yale University is committed to maintaining a non-discriminatory learning and working environment for students, faculty, and staff and is committed to preventing and addressing discrimination, harassment, and retaliation, consistent with Connecticut and federal law. Yale University's Equal Opportunity Statement: The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT THE UNIVERSITY HAS RECEIVED AND CONTINUES TO RECEIVE STUDENT FINANCIAL AID AND GRANTS FROM GOVERNMENTAL AGENCIES.
Schedule E (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Antarctica 0 0 Grantmaking   345,856
Central America and the Caribbean 0 0 Program Services Academic Collaboration 10,464
Central America and the Caribbean 0 0 Program Services Alumni Relations 11,582
Central America and the Caribbean 0 2 Program Services Instruction 74,464
Central America and the Caribbean 0 7 Program Services Other Mission Related Activities 143,217
Central America and the Caribbean 0 8 Program Services Research 270,803
Central America and the Caribbean 0 1 Program Services Seminars & Conferences 89,917
Central America and the Caribbean 0 0 Program Services Study Abroad & Other Educational Programs 29,244
Central America and the Caribbean 0 1 Program Services Training & Clinical Practice 14,379
Central America and the Caribbean 0 0 Grantmaking   726,391
Central America and the Caribbean 0 0 Investments   7,868,772,635
East Asia and the Pacific 1 10 Program Services Academic Collaboration 798,959
East Asia and the Pacific 0 0 Program Services Alumni Relations 108,487
East Asia and the Pacific 0 7 Program Services Cultural Exchange 28,742
East Asia and the Pacific 0 13 Program Services Instruction 85,944
East Asia and the Pacific 2 10 Program Services Other Mission Related Activities 2,367,914
East Asia and the Pacific 1 29 Program Services Research 1,465,005
East Asia and the Pacific 0 9 Program Services Seminars & Conferences 1,134,461
East Asia and the Pacific 0 1 Program Services Student Recruitment 48,883
East Asia and the Pacific 0 2 Program Services Study Abroad & Other Educational Programs 216,682
East Asia and the Pacific 0 2 Program Services Training & Clinical Practice 13,996
East Asia and the Pacific 0 0 Fundraising   246,223
East Asia and the Pacific 0 0 Grantmaking   6,232,332
East Asia and the Pacific 0 0 Investments   4,967,036
Europe (Including Iceland and Greenland) 0 10 Program Services Academic Collaboration 568,696
Europe (Including Iceland and Greenland) 0 1 Program Services Alumni Relations 381,285
Europe (Including Iceland and Greenland) 0 61 Program Services Cultural Exchange 912,341
Europe (Including Iceland and Greenland) 0 29 Program Services Instruction 329,098
Europe (Including Iceland and Greenland) 0 30 Program Services Other Mission Related Activities 10,643,117
Europe (Including Iceland and Greenland) 0 71 Program Services Research 3,098,111
Europe (Including Iceland and Greenland) 0 26 Program Services Seminars & Conferences 3,819,981
Europe (Including Iceland and Greenland) 0 0 Program Services Student Recruitment 114,494
Europe (Including Iceland and Greenland) 0 4 Program Services Study Abroad & Other Educational Programs 1,013,025
Europe (Including Iceland and Greenland) 0 7 Program Services Training & Clinical Practice 165,449
Europe (Including Iceland and Greenland) 0 0 Fundraising   222,960
Europe (Including Iceland and Greenland) 0 0 Grantmaking   14,366,509
Europe (Including Iceland and Greenland) 0 0 Investments   1,468,397,442
Middle East and North Africa 0 0 Program Services Academic Collaboration 61,578
Middle East and North Africa 0 0 Program Services Alumni Relations 27,145
Middle East and North Africa 0 3 Program Services Cultural Exchange 30,537
Middle East and North Africa 0 0 Program Services Instruction 125,334
Middle East and North Africa 0 3 Program Services Other Mission Related Activities 123,081
Middle East and North Africa 0 7 Program Services Research 434,983
Middle East and North Africa 0 0 Program Services Seminars & Conferences 137,845
Middle East and North Africa 0 1 Program Services Student Recruitment 18,344
Middle East and North Africa 0 0 Program Services Study Abroad & Other Educational Programs 49,570
Middle East and North Africa 0 0 Fundraising   32,156
Middle East and North Africa 0 0 Grantmaking   612,872
North America (Canada & Mexico only) 0 4 Program Services Academic Collaboration 121,851
North America (Canada & Mexico only) 0 0 Program Services Alumni Relations 74,129
North America (Canada & Mexico only) 0 9 Program Services Cultural Exchange 25,523
North America (Canada & Mexico only) 0 6 Program Services Instruction 22,537
North America (Canada & Mexico only) 0 14 Program Services Other Mission Related Activities 1,481,430
North America (Canada & Mexico only) 0 14 Program Services Research 410,436
North America (Canada & Mexico only) 0 5 Program Services Seminars & Conferences 1,029,319
North America (Canada & Mexico only) 0 0 Program Services Student Recruitment 20,924
North America (Canada & Mexico only) 0 0 Program Services Study Abroad & Other Educational Programs 283,429
North America (Canada & Mexico only) 0 6 Program Services Training & Clinical Practice 126,978
North America (Canada & Mexico only) 0 0 Fundraising   36,150
North America (Canada & Mexico only) 0 0 Grantmaking   1,667,122
North America (Canada & Mexico only) 0 0 Investments   630,052,007
Russia and Neighboring States 0 0 Program Services Academic Collaboration 16,152
Russia and Neighboring States 0 2 Program Services Cultural Exchange 18,327
Russia and Neighboring States 0 0 Program Services Other Mission Related Activities 8,835
Russia and Neighboring States 0 4 Program Services Research 173,956
Russia and Neighboring States 0 1 Program Services Seminars & Conferences 18,665
Russia and Neighboring States 0 4 Program Services Study Abroad & Other Educational Programs 22,296
Russia and Neighboring States 0 0 Program Services Training & Clinical Practice 7,775
Russia and Neighboring States 0 0 Grantmaking   763,758
South America 0 1 Program Services Academic Collaboration 47,075
South America 0 0 Program Services Alumni Relations 10,634
South America 0 5 Program Services Cultural Exchange 40,036
South America 0 3 Program Services Instruction 124,943
South America 0 10 Program Services Other Mission Related Activities 283,573
South America 0 19 Program Services Research 837,193
South America 0 2 Program Services Seminars & Conferences 221,943
South America 0 1 Program Services Student Recruitment 10,201
South America 0 1 Program Services Study Abroad & Other Educational Programs 208,461
South America 0 2 Program Services Training & Clinical Practice 8,262
South America 0 0 Fundraising   22,968
South America 0 0 Grantmaking   2,014,979
South America 0 0 Investments   198,793
South Asia 0 1 Program Services Academic Collaboration 31,015
South Asia 0 0 Program Services Alumni Relations 53,416
South Asia 0 1 Program Services Instruction 13,119
South Asia 0 8 Program Services Other Mission Related Activities 298,794
South Asia 0 21 Program Services Research 420,768
South Asia 0 1 Program Services Seminars & Conferences 190,799
South Asia 0 1 Program Services Student Recruitment 14,879
South Asia 0 0 Program Services Study Abroad & Other Educational Programs 42,650
South Asia 0 1 Program Services Training & Clinical Practice 9,941
South Asia 0 0 Fundraising   19,512
South Asia 0 0 Grantmaking   1,872,176
South Asia 0 0 Investments   56,421
Sub-Saharan Africa 0 2 Program Services Academic Collaboration 204,962
Sub-Saharan Africa 0 0 Program Services Alumni Relations 36,556
Sub-Saharan Africa 0 1 Program Services Cultural Exchange 77,638
Sub-Saharan Africa 0 5 Program Services Instruction 173,486
Sub-Saharan Africa 0 3 Program Services Other Mission Related Activities 368,060
Sub-Saharan Africa 1 27 Program Services Research 1,875,399
Sub-Saharan Africa 0 9 Program Services Seminars & Conferences 405,714
Sub-Saharan Africa 0 0 Program Services Student Recruitment 18,870
Sub-Saharan Africa 0 1 Program Services Study Abroad & Other Educational Programs 237,822
Sub-Saharan Africa 0 5 Program Services Training & Clinical Practice 88,211
Sub-Saharan Africa 0 0 Fundraising   60,311
Sub-Saharan Africa 0 0 Grantmaking   4,749,676
Sub-Saharan Africa 0 0 Investments   196,119,329
3a Sub-total .... 3 59 7,873,878,998
b Total from continuation sheets to Part I ... 2 496 2,367,860,755
c Totals (add lines 3a and 3b) 5 555 10,241,739,753
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean SUBAWARD - SPONSORED RESEARCH 169,608 WIRE TRANSFER      
Central America and the Caribbean SUBAWARD - SPONSORED RESEARCH 129,119 WIRE TRANSFER      
Central America and the Caribbean SUBAWARD - SPONSORED RESEARCH 100,893 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 238,044 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 10,561 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 176,407 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 31,597 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 10,000 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 560,000 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 169,292 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 321,447 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 125,936 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 12,000 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 84,234 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 289,485 WIRE TRANSFER      
East Asia and the Pacific SUBAWARD - SPONSORED RESEARCH 16,819 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 363,344 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 68,250 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 573,134 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 13,249 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 104,499 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 64,535 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 75,634 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 686,937 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 36,886 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 133,674 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 140,282 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 57,804 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 63,317 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 73,033 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 384,043 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 527,176 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 66,250 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 58,223 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 83,459 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 84,207 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 118,373 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 136,500 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 5,171 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 82,906 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 36,055 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 42,737 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 273,571 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 105,560 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 112,500 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 155,739 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 88,013 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 102,421 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 13,225 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 146,988 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 8,352 WIRE TRANSFER      
Europe (Including Iceland and Greenland) SUBAWARD - SPONSORED RESEARCH 138,111 WIRE TRANSFER      
Middle East and North Africa SUBAWARD - SPONSORED RESEARCH 26,693 WIRE TRANSFER      
Middle East and North Africa SUBAWARD - SPONSORED RESEARCH 8,620 WIRE TRANSFER      
North America (Canada & Mexico only) SUBAWARD - SPONSORED RESEARCH 59,766 WIRE TRANSFER      
North America (Canada & Mexico only) SUBAWARD - SPONSORED RESEARCH 409,302 WIRE TRANSFER      
North America (Canada & Mexico only) SUBAWARD - SPONSORED RESEARCH 393,886 WIRE TRANSFER      
North America (Canada & Mexico only) SUBAWARD - SPONSORED RESEARCH 72,991 WIRE TRANSFER      
North America (Canada & Mexico only) SUBAWARD - SPONSORED RESEARCH 37,500 WIRE TRANSFER      
Russia and Neighboring States SUBAWARD - SPONSORED RESEARCH 59,481 WIRE TRANSFER      
Russia and Neighboring States SUBAWARD - SPONSORED RESEARCH 268,637 WIRE TRANSFER      
Russia and Neighboring States SUBAWARD - SPONSORED RESEARCH 105,312 WIRE TRANSFER      
Russia and Neighboring States SUBAWARD - SPONSORED RESEARCH 98,771 WIRE TRANSFER      
Russia and Neighboring States SUBAWARD - SPONSORED RESEARCH 150,761 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 37,174 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 9,765 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 74,744 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 117,384 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 36,489 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 96,815 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 68,842 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 27,286 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 120,811 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 80,194 WIRE TRANSFER      
South America SUBAWARD - SPONSORED RESEARCH 429,953 WIRE TRANSFER      
South Asia SUBAWARD - SPONSORED RESEARCH 21,594 WIRE TRANSFER      
South Asia SUBAWARD - SPONSORED RESEARCH 76,368 WIRE TRANSFER      
South Asia SUBAWARD - SPONSORED RESEARCH 1,090,483 WIRE TRANSFER      
South Asia SUBAWARD - SPONSORED RESEARCH 17,777 WIRE TRANSFER      
South Asia SUBAWARD - SPONSORED RESEARCH 50,729 WIRE TRANSFER      
South Asia SUBAWARD - SPONSORED RESEARCH 145,942 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 244,950 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 157,543 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 68,097 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 29,883 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 33,738 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 120,099 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 28,313 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 74,827 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 160,537 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 164,640 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 112,276 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 1,954,677 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 212,150 WIRE TRANSFER      
Sub-Saharan Africa SUBAWARD - SPONSORED RESEARCH 233,122 WIRE TRANSFER      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
49
3 Enter total number of other organizations or entities .......................MediumBullet
46
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Student stipends and fellowships Antarctica 12 345,856 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships Central America and the Caribbean 30 316,432 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships East Asia and the Pacific 297 3,848,430 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships Europe (Including Iceland and Greenland) 671 8,029,654 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships Middle East and North Africa 57 511,507 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships North America (Canada & Mexico only) 48 476,143 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships Russia and Neighboring States 6 76,296 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships South America 93 875,124 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships South Asia 42 390,788 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Student stipends and fellowships Sub-Saharan Africa 91 922,381 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships Central America and the Caribbean 4 4,550 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships East Asia and the Pacific 65 303,287 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships Europe (Including Iceland and Greenland) 79 1,012,142 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships Middle East and North Africa 5 55,923 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships North America (Canada & Mexico only) 24 191,943 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships South America 22 24,338 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships South Asia 3 73,683 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Scholarships Sub-Saharan Africa 13 201,402 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards Central America and the Caribbean 2 5,788 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards East Asia and the Pacific 15 34,793 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards Europe (Including Iceland and Greenland) 42 100,449 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards Middle East and North Africa 4 10,129 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards North America (Canada & Mexico only) 9 22,412 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards South America 3 16,061 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards South Asia 2 4,812 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Health Premium awards Sub-Saharan Africa 8 31,040 CHECK, ELECTRONIC FUND OR WIRE TRANSFER      
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds WITH RESPECT TO SPONSORED PROJECT ACTIVITY SUBCONTRACTED TO OTHER ENTITIES, THE UNIVERSITY'S POLICY AND PROCEDURES FOR MONITORING SUB RECIPIENT AWARDS ("SUBAWARDS") ARE INTENDED TO ESTABLISH APPROPRIATE AND EFFECTIVE MECHANISMS TO PROMOTE COMPLIANCE WITH FEDERAL AND NON-FEDERAL REQUIREMENTS AND CONTRACTUAL ARRANGEMENTS, INCLUDING THE PROPER MONITORING AND STEWARDSHIP OF AWARDED FUNDS. PROPER MONITORING OF A SUBAWARD ENSURES THAT AWARDED FUNDS ARE USED FOR AUTHORIZED PURPOSES, PERFORMANCE GOALS ARE MET AND THE SUB RECIPIENT IS IN COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUB RECIPIENT AGREEMENT. SUB RECIPIENT MONITORING PROCEDURES INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING ACTIVITIES: A FORMAL PRE-QUALIFICATION PROCESS FOR SUB RECIPIENTS, PRE-AWARD AND POST-AWARD MONITORING OF SUB RECIPIENTS TO REVIEW THE FINANCIAL STATUS AND MANAGEMENT CONTROLS, COMPLIANCE CERTIFICATIONS, REVIEW OF COMPLIANCE WITH REGULATIONS RELATIVE TO THE USE OF HUMAN SUBJECTS AND ANIMALS, IDENTIFICATION AND REPORTING OF ANY CONFLICT OF INTEREST WITH A SUB RECIPIENT ENTITY, AND A REVIEW OF PERTINENT OTHER ORGANIZATION INFORMATION. IN ACCORDANCE WITH THESE PROCEDURES, THE UNIVERSITY REVIEWS THE SUB RECIPIENT'S ADMINISTRATION, FINANCIAL STATEMENTS, BILLINGS, SCIENTIFIC PROGRESS, TECHNICAL REPORTS, AND DELIVERABLES OF AN ACTIVE SUBAWARD REGULARLY AND CONDUCTS ON-GOING RISK ASSESSMENTS AS WELL AS MONTHLY QUALITY ASSURANCE REVIEWS ON RANDOMLY SELECTED SUBAWARDS. IN ADDITION TO A MONTHLY DEPARTMENTAL REVIEW, THE UNIVERSITY MONITORS A SUB RECIPIENT'S COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUBAWARD ANNUALLY AND UPON CLOSEOUT OF THE SUB RECIPIENT AGREEMENT. IF ANY OF THESE MONITORING PROCEDURES RESULT IN FINDINGS, THE UNIVERSITY WILL TAKE CORRECTIVE ACTION AS NECESSARY. THE PROCEDURES SERVE TO ENSURE THAT THE SUBAWARD FUNDS ARE USED FOR PROPER PURPOSES AND NOT DIVERTED FROM THEIR INTENDED USE.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements ANTARCTICA-Accrual; CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statements ANTARCTICA -Accrual CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0



SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

Blue Leadership Ball
(event type) 		(b) Event #2

2023 Football Assn Golf Outing
(event type) 		(c) Other events

15
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
179,192
106,370
417,127
702,689

2
Less: Contributions . . . .
60,831
81,761
151,012
293,604
3 Gross income (line 1 minus
line 2) . . . . . .
118,361
24,609
266,115
409,085



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 0 6,425 60,377 66,802
6 Rent/facility costs . . . . 4,268 20,978 43,795 69,041
7 Food and beverages . . . 97,565 18,721 228,880 345,166
8 Entertainment . . . . 0 0 2,456 2,456
9 Other direct expenses . . . 66,087 12,097 48,511 126,695
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 610,160
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -201,075
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Yale University
 
Employer identification number
06-0646973
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ACADEMIC PEDIATRICS ASSOCIATION
6728 OLD MCLEAN VILLAGE DRIVE
MCLEAN,VA22101 		51-0202446 501(C)(3) 12,969       SEE PART IV
(2) ADVENTHEALTH ORLANDO
601 EAST ROLLINS STREET
ORLANDO,FL328031248 		59-0724459 501(C)(3) 80,192       SEE PART IV
(3) AERODYNE RESEARCH INC
45 MANNING ROAD
BILLERICA,MA01821 		04-2471226   43,749       SEE PART IV
(4) ALAMEDA HEALTH SYSTEM
PO BOX 45730
SAN FRANCISCO,CA941450730 		94-3302014 STATE OF CA 1,106,672       SEE PART IV
(5) ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUE
BRONX,NY10461 		83-0621846 501(C)(3) 526,011       SEE PART IV
(6) ALLIANCE FOR COMMUNITY EMPOWERMENT INC
1070 PARK AVENUE
BRIDGEPORT,CT06604 		06-0797841 501(C)(3) 39,790       SEE PART IV
(7) ALLIANCE FOR LIVING INC
154 BROAD STREET
NEW LONDON,CT06320 		06-1245514 501(C)(3) 39,969       SEE PART IV
(8) AMERICAN ACADEMY OF PEDIATRICS
345 PARK BLVD
ITASCA,IL60143 		36-2275597 501(C)(3) 10,000       SEE PART IV
(9) AMERICAN COLLEGE OF EMERGENCY PHYSICIANS
PO BOX 619911
DALLAS,TX752619911 		38-1888798 501(C)(6) 100,338       SEE PART IV
(10) AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES
1400 CRYSTAL DRIVE 10TH FLOOR
ARLINGTON,VA22202 		25-0965219 501(C)(3) 66,093       SEE PART IV
(11) AMERICAN NATIONAL RED CROSS
431 18TH STREET NW
WASHINGTON,DC20006 		53-0196605 501(C)(3) 318,240       SEE PART IV
(12) AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC200168065 		53-0196549 501(C)(3) 47,591       SUBAWARD - SPONSORED RESEARCH
(13) AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8 FLOOR
NEW YORK,NY10017 		13-5596846 501(C)(3) 492,500       SUBAWARD - SPONSORED RESEARCH
(14) AMICUS BRAIN INNOVATIONS INC
PO BOX 614
CHAPPAQUA,NY10514 		83-2893933   12,460       SUBAWARD - SPONSORED RESEARCH
(15) APEX COMMUNITY CARE INC
30 WEST STREET
DANBURY,CT06810 		22-2951387 501(C)(3) 7,145       SUBAWARD - SPONSORED RESEARCH
(16) APNHA PLACE TO NOURISH YOUR HEALTH
1302 CHAPEL STREET
NEW HAVEN,CT06511 		22-2506184 501(C)(3) 17,938       SUBAWARD - SPONSORED RESEARCH
(17) APPALACHIAN STATE UNIVERSITY
438 ACADEMY STREET
BOONE,NC28608 		56-1176030 STATE OF NC 9,294       SUBAWARD - SPONSORED RESEARCH
(18) APT FOUNDATION INC
ONE LONG WHARF DRIVE
NEW HAVEN,CT06511 		23-7061218 501(C)(3) 776,406       SUBAWARD - SPONSORED RESEARCH
(19) ARIZONA STATE UNIVERSITY
PO BOX 876011
TEMPE,AZ852876011 		86-0196696 STATE OF AZ 181,204       SUBAWARD - SPONSORED RESEARCH
(20) AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC
1120 15TH STREET
AUGUSTA,GA30912 		58-1418202 501(C)(3) 5,341       SUBAWARD - SPONSORED RESEARCH
(21) BALDWIN WALLACE UNIVERSITY
275 EASTLAND ROAD
BEREA,OH44017 		34-0714629 501(C)(3) 7,490       SUBAWARD - SPONSORED RESEARCH
(22) BARNARD COLLEGE
3009 BROADWAY
NEW YORK,NY10027 		13-1628149 501(C)(3) 37,723       SUBAWARD - SPONSORED RESEARCH
(23) BAYER HEALTHCARE LLC
800 NORTH LINDBERGH BLVD
SAINT LOUIS,MO63167 		06-1653795   7,127       SUBAWARD - SPONSORED RESEARCH
(24) BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA
HOUSTON,TX77030 		74-1613878 501(C)(3) 71,109       SUBAWARD - SPONSORED RESEARCH
(25) BAYLOR RESEARCH INSTITUTE
301 N WASHINGTON AVENUE
DALLAS,TX75246 		75-1921898 501(C)(3) 40,920       SUBAWARD - SPONSORED RESEARCH
(26) BAYSTATE MEDICAL CENTER INC
759 CHESTNUT STREET
SPRINGFIELD,MA01199 		04-2790311 501(C)(3) 11,825       SUBAWARD - SPONSORED RESEARCH
(27) BEDFORD VA RESEARCH CORPORATION INC
200 SPRINGS ROAD BLDG 70
BEDFORD,MA01730 		04-3512440 501(C)(3) 13,840       SUBAWARD - SPONSORED RESEARCH
(28) BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON
1201 NINTH AVENUE
SEATTLE,WA981012795 		91-0653422 501(C)(3) 135,114       SUBAWARD - SPONSORED RESEARCH
(29) BETH ISRAEL DEACONESS MEDICAL CENTER INC
330 BROOKLINE AVENUE
BOSTON,MA02215 		04-2103881 501(C)(3) 1,333,668       SUBAWARD - SPONSORED RESEARCH
(30) BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION
1664 N VIRGINIA STREET
RENO,NV89557 		88-6000024 STATE NV 29,509       SUBAWARD - SPONSORED RESEARCH
(31) BOSTON MEDICAL CENTER CORPORATION
960 MASSACHUSETTS AVENUE
BOSTON,MA02118 		04-3314093 501(C)(3) 712,962       SUBAWARD - SPONSORED RESEARCH
(32) BRIDGES HEALTHCARE INC
949 BRIDGEPORT AVENUE
MILFORD,CT06460 		06-0867978 501(C)(3) 299,006       SUBAWARD - SPONSORED RESEARCH
(33) BRIGHAM AND WOMEN'S HOSPITAL INC
PO BOX 3887
BOSTON,MA022413887 		04-2312909 501(C)(3) 2,018,902       SUBAWARD - SPONSORED RESEARCH
(34) BROWN UNIVERSITY
69 BROWN STREET 2ND FLOOR
PROVIDENCE,RI02912 		05-0258809 501(C)(3) 543,228       SUBAWARD - SPONSORED RESEARCH
(35) C4 INNOVATIONS LLC
200 RESERVOIR STREET
NEEDHAM,MA02494 		87-0763049   254,124       SUBAWARD - SPONSORED RESEARCH
(36) CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 EAST CALIFORNIA BLVD
PASADENA,CA91125 		95-1643307 501(C)(3) 215,505       SUBAWARD - SPONSORED RESEARCH
(37) CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUE
PITTSBURGH,PA15213 		25-0969449 501(C)(3) 42,903       SUBAWARD - SPONSORED RESEARCH
(38) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH441067037 		34-1018992 501(C)(3) 300,746       SUBAWARD - SPONSORED RESEARCH
(39) CATHOLIC MANAGED LONG TERM CARE INC
205 LEXINGTON AVENUE 2ND FLOOR
NEW YORK,NY10016 		20-8180809 501(C)(3) 59,846       SUBAWARD - SPONSORED RESEARCH
(40) CEDARS-SINAI MEDICAL CENTER
6500 WILSHIRE SUITE 1150
LOS ANGELES,CA90048 		95-1644600 501(C)(3) 246,512       SUBAWARD - SPONSORED RESEARCH
(41) CENTER FOR PROGRESSIVE RECOVERY
234 CHURCH STREET SUITE 301
NEW HAVEN,CT06510 		46-4950987   153,731       SUBAWARD - SPONSORED RESEARCH
(42) CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON,MA02115 		04-2774441 501(C)(3) 2,386,079       SUBAWARD - SPONSORED RESEARCH
(43) CHILDREN'S HOSPITAL INC
200 HENRY CLAY AVENUE
NEW ORLEANS,LA70118 		72-0467503 501(C)(3) 7,666       SUBAWARD - SPONSORED RESEARCH
(44) CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BOULEVARD
LOS ANGELES,CA90027 		95-1690977 501(C)(3) 638,511       SUBAWARD - SPONSORED RESEARCH
(45) CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVENUE
CINCINNATI,OH452293039 		31-0833936 501(C)(3) 64,358       SUBAWARD - SPONSORED RESEARCH
(46) CHILDREN'S RESEARCH INSTITUTE
111 MICHIGAN AVENUE NW
WASHINGTON,DC20010 		52-1654453 501(C)(3) 282,484       SUBAWARD - SPONSORED RESEARCH
(47) CICATELLI ASSOCIATES INC
505 EIGHTH AVENUE 19TH FLOOR
NEW YORK,NY10018 		13-3020576 501(C)(3) 250,813       SUBAWARD - SPONSORED RESEARCH
(48) CIENCIA PUERTO RICO INC

PO BOX 195289
SAN JUAN,PR00919
RQ 		66-0911980 501(C)(3) 202,418       SUBAWARD - SPONSORED RESEARCH
(49) CITIZENS CAMPAIGN FUND FOR THE ENVIRONMENT INC
225 A MAIN STREET
FARMINGDALE,NY11735 		11-2983418 501(C)(3) 49,500       SUBAWARD - SPONSORED RESEARCH
(50) CLIFFORD BEERS COMMUNITY CARE CENER INC
93 EDWARDS STREET
NEW HAVEN,CT06511 		06-0646757 501(C)(3) 46,478       SUBAWARD - SPONSORED RESEARCH
(51) COLORADO STATE UNIVERSITY
555 S HOWES STREET
FORT COLLINS,CO80523 		84-6000545 STATE OF CO 53,497       SUBAWARD - SPONSORED RESEARCH
(52) COMMONSPIRIT HEALTH RESEARCH INSTITUTE
198 INVERNESS DRIVE WEST
ENGLEWOOD,CO80112 		27-1050565 501(C)(3) 78,388       SUBAWARD - SPONSORED RESEARCH
(53) COMMUNITY HEALTH CENTER INC
635 MAIN STREET
MIDDLETOWN,CT06457 		06-0897105 501(C)(3) 12,130       SUBAWARD - SPONSORED RESEARCH
(54) CONNECTICUT HARM REDUCTION ALLIANCE
28 GRAND STREET
HARTFORD,CT06106 		47-4312705 501(C)(3) 43,706       SUBAWARD - SPONSORED RESEARCH
(55) CONTINUUM OF CARE INC
109 LEGION AVENUE
NEW HAVEN,CT06519 		06-0836524 501(C)(3) 568,552       SUBAWARD - SPONSORED RESEARCH
(56) CORNELL UNIVERSITY
377 PINE TREE ROAD
ITHACA,NY14850 		15-0532082 501(C)(3) 851,218       SUBAWARD - SPONSORED RESEARCH
(57) CURE CMD
3217 EAST CARSON STREET
LAKEWOOD,CA90712 		26-2640975 501(C)(3) 9,628       SUBAWARD - SPONSORED RESEARCH
(58) CYTOASTRA LLC
11912 KANIS ROAD SUITE F6
LITTLE ROCK,AR722113771 		81-3656746   143,812       SUBAWARD - SPONSORED RESEARCH
(59) DALLAS VA RESEARCH CORPORATION
PO BOX 397776
DALLAS,TX75339 		75-2329831 501(C)(3) 23,669       SUBAWARD - SPONSORED RESEARCH
(60) DANA-FARBER CANCER INSTITUTE INC
PO BOX 412846
BOSTON,MA022412846 		04-2263040 501(C)(3) 368,438       SUBAWARD - SPONSORED RESEARCH
(61) DARTMOUTH-HITCHCOCK CLINIC
ONE MEDICAL CENTER DRIVE
LEBANON,NH03756 		22-2519596 501(C)(3) 62,963       SUBAWARD - SPONSORED RESEARCH
(62) DETROIT ZOOLOGICAL SOCIETY
8450 W 10 MILE ROAD
ROYAL OAK,MI48067 		38-6027356 501(C)(3) 100,197       SUBAWARD - SPONSORED RESEARCH
(63) DUKE UNIVERSITY
2200 W MAIN STREET SUITE 300
DURHAM,NC27705 		56-0532129 501(C)(3) 2,751,253       SUBAWARD - SPONSORED RESEARCH
(64) EAST CAROLINA UNIVERSITY
209 EAST 5TH STREET
GREENVILLE,NC278584353 		56-6000403 STATE OF NC 51,159       SUBAWARD - SPONSORED RESEARCH
(65) EAST END NRZ MARKET AND CAFE
1851 STRATFORD AVENUE
BRIDGEPORT,CT06607 		84-3527847   50,000       SUBAWARD - SPONSORED RESEARCH
(66) EDTOGETHER INC
65 COMMONWEALTH AVENUE
BOSTON,MA02116 		81-2550548 501(C)(3) 39,872       SUBAWARD - SPONSORED RESEARCH
(67) EMERGENCY NURSES ASSOCIATION
930 E WOODFIELD ROAD
SCHAUMBURG,IL60173 		31-1703819 501(C)(3) 12,650       SUBAWARD - SPONSORED RESEARCH
(68) EMMANUEL COLLEGE
400 THE FENWAY
BOSTON,MA02115 		04-2105769 501(C)(3) 22,294       SUBAWARD - SPONSORED RESEARCH
(69) EMORY UNIVERSITY
1599 CLIFTON ROAD
ATLANTA,GA30322 		58-0566256 501(C)(3) 1,355,014       SUBAWARD - SPONSORED RESEARCH
(70) ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		20-8817646 501(C)(3) 51,000       SUBAWARD - SPONSORED RESEARCH
(71) ENVIRONMENTAL LAW INSTITUTE
1730 M STREET NW SUITE 700
WASHINGTON,DC20036 		52-0901863 501(C)(3) 19,102       SUBAWARD - SPONSORED RESEARCH
(72) ESSENTIA INSTITUTE OF RURAL HEALTH
502 E 2ND STREET
DULUTH,MN55805 		27-1291124 501(C)(3) 38,092       SUBAWARD - SPONSORED RESEARCH
(73) ESSEX COUNTY OBGYN ASSOCIATES INC
140 COMMONWEALTH AVENUE SUITE 208
DANVERS,MA01923 		04-3252144   37,451       SUBAWARD - SPONSORED RESEARCH
(74) FAIR HAVEN COMMUNITY HEALTH CLINIC INC
374 GRAND AVENUE
NEW HAVEN,CT06513 		06-0883545 501(C)(3) 135,118       SUBAWARD - SPONSORED RESEARCH
(75) FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STREET
MIAMI,FL33199 		65-0177616 STATE OF FL 160,973       SUBAWARD - SPONSORED RESEARCH
(76) FOUNDATION FOR ATLANTA VETERANS EDUCATION AND RESEARCH INC
1670 CLAIRMONT ROAD
DECATUR,GA30033 		58-1857346 501(C)(3) 114,171       SUBAWARD - SPONSORED RESEARCH
(77) FOX CHASE CANCER CENTER FOUNDATION
333 COTTMAN AVENUE
PHILADELPHIA,PA19111 		23-2003072 501(C)(3) 391,313       SUBAWARD - SPONSORED RESEARCH
(78) FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVENUE NORTH
SEATTLE,WA981091024 		23-7156071 501(C)(3) 265,106       SUBAWARD - SPONSORED RESEARCH
(79) FREDERIKSTED HEALTH CARE INC

PO BOX 1198
ST CROIX,VI00841
VQ 		66-0586667 501(C)(3) 88,263       SUBAWARD - SPONSORED RESEARCH
(80) GEORGE FOX UNIVERSITY
414 N MERIDIAN STREET
NEWBERG,OR97132 		93-0386839 501(C)(3) 6,000       SUBAWARD - SPONSORED RESEARCH
(81) GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVE
FAIRFAX,VA22030 		54-0836354 STATE OF VA 108,610       SUBAWARD - SPONSORED RESEARCH
(82) GEORGETOWN UNIVERSITY
37TH AND O STREETS NW
WASHINGTON,DC20057 		53-0196603 501(C)(3) 749,086       SUBAWARD - SPONSORED RESEARCH
(83) GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVENUE 3RD FLOOR
ATLANTA,GA30303 		58-1845423 501(C)(3) 33,864       SUBAWARD - SPONSORED RESEARCH
(84) GEORGIA TECH RESEARCH CORPORATION
PO BOX 100117
ATLANTA,GA30384 		58-0603146 501(C)(3) 71,008       SUBAWARD - SPONSORED RESEARCH
(85) GREEN AND HEALTHY HOMES INITIATIVE INC
2714 HUDSON STREET
BALTIMORE,MD21224 		52-1786577 501(C)(3) 49,875       SUBAWARD - SPONSORED RESEARCH
(86) GRIFFIN HOSPITAL
130 DIVISION STREET
DERBY,CT06418 		06-0647014 501(C)(3) 467,344       SUBAWARD - SPONSORED RESEARCH
(87) H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL INC
12902 MAGNOLIA DRIVE
TAMPA,FL33612 		59-3238634 501(C)(3) 36,711       SUBAWARD - SPONSORED RESEARCH
(88) HARTFORD HOSPITAL
80 SEYMOUR STREET
HARTFORD,CT061025037 		06-0646668 501(C)(3) 1,325,465       SUBAWARD - SPONSORED RESEARCH
(89) HARVARD PILGRIM HEALTH CARE INC
1 WELLNESS WAY
CANTON,MA020211166 		04-2452600 501(C)(3) 59,792       SUBAWARD - SPONSORED RESEARCH
(90) HEALTH RESEARCH INC
150 BROADWAY SUITE 280
MENANDS,NY122042719 		14-1402155 501(C)(3) 481,571       SUBAWARD - SPONSORED RESEARCH
(91) HEARTS FOR HEARING FOUNDATION
11500 PORTLAND AVENUE
OKLAHOMA CITY,OK73120 		58-2670613 501(C)(3) 495,833       SUBAWARD - SPONSORED RESEARCH
(92) HENNEPIN HEALTHCARE RESEARCH INSTITUTE
701 PARK AVENUE
MINNEAPOLIS,MN55415 		41-1677920 501(C)(3) 679,104       SUBAWARD - SPONSORED RESEARCH
(93) HENRY FORD HEALTH SYSTEM
ONE FORD PLACE - 5F
DETROIT,MI48202 		38-1357020 501(C)(3) 217,700       SUBAWARD - SPONSORED RESEARCH
(94) HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC
6720A ROCKLEDGE DRIVE SUITE 100
BETHESDA,MD20817 		52-1317896 501(C)(3) 154,390       SUBAWARD - SPONSORED RESEARCH
(95) HPM FOUNDATION INC

PO BOX 14457
SAN JUAN,PR00916
RQ 		66-0437924 501(C)(3) 291,407       SUBAWARD - SPONSORED RESEARCH
(96) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE
NEW YORK,NY100296574 		13-6171197 501(C)(3) 1,275,977       SUBAWARD - SPONSORED RESEARCH
(97) ID INSIGHT INC
44 TEHAMA STREET
SAN FRANCISCO,CA94105 		27-4933181 501(C)(3) 232,643       SUBAWARD - SPONSORED RESEARCH
(98) INDIANA UNIVERSITY
1024 EAST 3RD STREET ROOM 132
BLOOMINGTON,IN47405 		35-6001673 501(C)(3) 279,737       SUBAWARD - SPONSORED RESEARCH
(99) INNOVATIONS FOR POVERTY ACTION
1701 RHODE ISLAND AVENUE NORTHWEST
WASHINGTON,DC20036 		06-1660068 501(C)(3) 166,457       SUBAWARD - SPONSORED RESEARCH
(100) INOVA HEALTH CARE SERVICES
8095 INNOVATION PARK DRIVE
FAIRFAX,VA22031 		54-0620889 501(C)(3) 44,598       SUBAWARD - SPONSORED RESEARCH
(101) INSTITUTE FOR COMMUNITY RESEARCH INC
2 HARTFORD SQUARE W SUITE 210
HARTFORD,CT06106 		06-0653116 501(C)(3) 16,755       SUBAWARD - SPONSORED RESEARCH
(102) INSTITUTE FOR INTERNATIONAL HEALTH AND EDUCATION IIHE
4067 HARDWICK STREET POBOX 309
LAKEWOOD,CA90713 		82-4205681   53,632       SUBAWARD - SPONSORED RESEARCH
(103) INSTITUTE FOR MEDICAL RESEARCH INC
508 FULTON STREET
DURHAM,NC27705 		56-1655431 501(C)(3) 34,801       SUBAWARD - SPONSORED RESEARCH
(104) INTEL FEDERAL LLC
2200 MISSION COLLEGE BLVD
SANTA CLARA,CA950528119 		26-2071828   254,408       SUBAWARD - SPONSORED RESEARCH
(105) INVICRO LLC
119 FOURTH AVENUE
NEEDHAM,MA02494 		26-3404955   78,782       SUBAWARD - SPONSORED RESEARCH
(106) IQVIA INC
100 IMS DRIVE
PARSIPPANY,NJ07054 		06-1506026   57,000       SUBAWARD - SPONSORED RESEARCH
(107) JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD
BALTIMORE,MD21211 		52-0595110 501(C)(3) 1,889,853       SUBAWARD - SPONSORED RESEARCH
(108) JUSTLEADERSHIPUSA INC
PO BOX 23681
NEW YORK,NY10087 		90-1019268 501(C)(3) 48,034       SUBAWARD - SPONSORED RESEARCH
(109) KAISER FOUNDATION HOSPITALS
1800 HARRISON STREET 16TH FLOOR
OAKLAND,CA946123433 		94-1105628 501(C)(3) 446,533       SUBAWARD - SPONSORED RESEARCH
(110) L2 DIAGNOSTICS LLC
1449 WHALLEY AVENUE PO BOX 3559
WOODBRIDGE,CT06525 		06-1509946   64,703       SUBAWARD - SPONSORED RESEARCH
(111) LA JOLLA INSTITUTE FOR IMMUNOLOGY
9420 ATHENA CIRCLE
LA JOLLA,CA92037 		33-0328688 501(C)(3) 241,286       SUBAWARD - SPONSORED RESEARCH
(112) LATHAM BIOPHARM GROUP INC
6810 DEERPATH ROAD SUITE 405
ELKRIDGE,MD21075 		04-3382742   434,119       SUBAWARD - SPONSORED RESEARCH
(113) LIBERATION PROGRAMS INC
339 WEST AVENUE
BRIDGEPORT,CT06604 		06-0867006 501(C)(3) 164,493       SUBAWARD - SPONSORED RESEARCH
(114) LIBERTY COMMUNITY SERVICES
153 EAST STREET SUITE 100
NEW HAVEN,CT06511 		22-2849124 501(C)(3) 80,000       SUBAWARD - SPONSORED RESEARCH
(115) LODESTONE BIOMEDICAL LLC
10 WATER STREET SUITE 265
LEBANON,NH03766 		47-2187055   50,000       SUBAWARD - SPONSORED RESEARCH
(116) LOUISIANA STATE UNIVERSITY AND A&M COLLEGE
6400 PERKINS ROAD
BATON ROUGE,LA70808 		72-6000848 STATE OF LA 67,796       SUBAWARD - SPONSORED RESEARCH
(117) MAINEHEALTH
22 BRAMHALL STREET
PORTLAND,ME04102 		01-0238552 501(C)(3) 415,515       SUBAWARD - SPONSORED RESEARCH
(118) MARSHALL UNIVERSITY RESEARCH CORPORATION
ONE JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		55-0683361 501(C)(3) 193,426       SUBAWARD - SPONSORED RESEARCH
(119) MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREET
BOSTON,MA02114 		04-2697983 501(C)(3) 3,736,877       SUBAWARD - SPONSORED RESEARCH
(120) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE
CAMBRIDGE,MA021394307 		04-2103594 501(C)(3) 240,157       SUBAWARD - SPONSORED RESEARCH
(121) MAYO CLINIC
200 FIRST STREET SW
ROCHESTER,MN55905 		41-6011702 501(C)(3) 2,248,787       SUBAWARD - SPONSORED RESEARCH
(122) MCLEAN HOSPITAL CORPORATION
115 MILL STREET
BOSTON,MA02478 		04-2697981 501(C)(3) 1,501,427       SUBAWARD - SPONSORED RESEARCH
(123) MEDICAL UNIVERSITY OF SOUTH CAROLINA
1 SOUTH PARK CIRCLE
CHARLESTON,SC29407 		57-6000722 STATE OF SC 859,034       SUBAWARD - SPONSORED RESEARCH
(124) MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27084
NEW YORK,NY10087 		13-1924236 501(C)(3) 117,329       SUBAWARD - SPONSORED RESEARCH
(125) METIS FOUNDATION
84 NORTHEAST LOOP 410 SUITE 325
SAN ANTONIO,TX78216 		47-2219464 501(C)(3) 14,904       SUBAWARD - SPONSORED RESEARCH
(126) MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROAD
EAST LANSING,MI48824 		38-6005984 STATE OF MI 305,240       SUBAWARD - SPONSORED RESEARCH
(127) MICROVIDE LLC
219 WALNUT FALLS LANE
MILLS SPRING,NC28756 		26-4388720   43,547       SUBAWARD - SPONSORED RESEARCH
(128) MONTCLAIR STATE UNIVERSITY
1 NORMAL AVENUE
MONTCLAIR,NJ07043 		22-2912682 STATE OF NJ 21,667       SUBAWARD - SPONSORED RESEARCH
(129) MRIGLOBAL
425 DR MARTIN LUTHER KING JR BLVD
KANSAS CITY,MO64110 		44-0545878 501(C)(3) 40,632       SUBAWARD - SPONSORED RESEARCH
(130) NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NW
WASHINGTON,DC200012736 		53-0196932 501(C)(3) 129,794       SUBAWARD - SPONSORED RESEARCH
(131) NATIONAL ASSOCIATION OF STATE EMS OFFICIALS
201 PARK WASHINGTON COURT
FALLS CHURCH,VA22046 		83-0257548 501(C)(3) 137,293       SUBAWARD - SPONSORED RESEARCH
(132) NATIONAL CHILDREN'S ALLIANCE INC
PO BOX 71477
WASHINGTON,DC20024 		63-1044781 501(C)(3) 15,099       SUBAWARD - SPONSORED RESEARCH
(133) NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE ROAD
VALHALLA,NY10595 		13-1099420 501(C)(3) 11,965       SUBAWARD - SPONSORED RESEARCH
(134) NEW YORK UNIVERSITY
PO BOX 5166
NEW YORK,NY10087 		13-5562308 501(C)(3) 2,387,168       SUBAWARD - SPONSORED RESEARCH
(135) NEXIMMUNE INC
9119 GAITHER ROAD
GAITHERSBURG,MD20877 		45-2518457   124,863       SUBAWARD - SPONSORED RESEARCH
(136) NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214
RALEIGH,NC276957214 		56-6000756 STATE OF NC 13,744       SUBAWARD - SPONSORED RESEARCH
(137) NORTHEAST MEDICAL GROUP INC
99 HAWLEY LANE
STRATFORD,CT06614 		06-1330992 501(C)(3) 28,815       SUBAWARD - SPONSORED RESEARCH
(138) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUE
BOSTON,MA02115 		04-1679980 501(C)(3) 295,830       SUBAWARD - SPONSORED RESEARCH
(139) NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION INC
4150 CLEMENT STREET
SAN FRANCISCO,CA94121 		94-3084159 501(C)(3) 671,565       SUBAWARD - SPONSORED RESEARCH
(140) NORTHWESTERN UNIVERSITY
633 CLARK STREET
EVANSTON,IL60208 		36-2167817 501(C)(3) 943,641       SUBAWARD - SPONSORED RESEARCH
(141) ONE COW STANDING LLC
300 WEST MORGAN STREET SUITE 1425
DURHAM,NC27701 		11-3764955   50,053       SUBAWARD - SPONSORED RESEARCH
(142) OREGON HEALTH & SCIENCE UNIVERSITY
PO BOX 3003
PORTLAND,OR972083003 		93-1176109 STATE OF OR 134,477       SUBAWARD - SPONSORED RESEARCH
(143) OREGON STATE UNIVERSITY
312 KERR ADMINISTRATION BLDG
CORVALLIS,OR97331 		61-1730890 STATE OF OR 39,209       SUBAWARD - SPONSORED RESEARCH
(144) PALO ALTO VETERANS INSTITUTE FOR RESEARCH
3801 MIRANDA AVENUE
PALO ALTO,CA943040038 		77-0207331 501(C)(3) 100,010       SUBAWARD - SPONSORED RESEARCH
(145) PORTLAND STATE UNIVERSITY
PO BOX 751
PORTLAND,OR97207 		36-4776757 STATE OF OR 22,287       SUBAWARD - SPONSORED RESEARCH
(146) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		04-2103580 501(C)(3) 1,922,412       SUBAWARD - SPONSORED RESEARCH
(147) PRISMA HEALTH-UPSTATE
300 EAST MCBEE AVENUE 302
GREENVILLE,SC29601 		81-1723202 501(C)(3) 298,884       SUBAWARD - SPONSORED RESEARCH
(148) PUERTO RICO CONSORTIUM FOR CLINICAL INVESTIGATION

PO BOX 363475
SAN JUAN,PR009363475
RQ 		66-0856773 501(C)(3) 307,235       SUBAWARD - SPONSORED RESEARCH
(149) PUERTO RICO DEPARTMENT OF HEALTH

PO BOX 70184
SAN JUAN,PR009368184
RQ 		66-0437470 PUERTO RICO 6,174       SUBAWARD - SPONSORED RESEARCH
(150) PUERTO RICO SCIENCE TECHNOLOGY AND RESEARCH TRUST

PO BOX 363475
SAN JUAN,PR009363475
RQ 		66-0675963 501(C)(3) 84,843       SUBAWARD - SPONSORED RESEARCH
(151) PURDUE UNIVERSITY
2550 NORTHWESTERN AVENUE SUITE 110
WEST LAFAYETTE,IN47906 		35-6002041 501(C)(3) 159,937       SUBAWARD - SPONSORED RESEARCH
(152) RANDOLPH-MACON COLLEGE
PO BOX 5005
ASHLAND,VA23005 		54-0505940 501(C)(3) 13,400       SUBAWARD - SPONSORED RESEARCH
(153) RECOVERY NETWORK OF PROGRAMS INC
2 TRAP FALLS ROAD SUITE 405
SHELTON,CT064844606 		06-0910080 501(C)(3) 40,050       SUBAWARD - SPONSORED RESEARCH
(154) REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 S STATE STREET 5082 WOLVERINE
ANN ARBOR,MI48109 		38-6006309 501(C)(3) 522,784       SUBAWARD - SPONSORED RESEARCH
(155) REGENTS OF THE UNIVERSITY OF MINNESOTA
PO BOX 1450
MINNEAPOLIS,MN554855957 		41-6007513 STATE OF MN 577,943       SUBAWARD - SPONSORED RESEARCH
(156) RENSSELAER POLYTECHNIC INSTITUTE
110 EIGHTH STREET
TROY,NY12180 		14-1340095 501(C)(3) 79,851       SUBAWARD - SPONSORED RESEARCH
(157) RESEARCH FOUNDATION FOR MENTAL HYGIENE INC
150 BROADWAY SUITE 301
MENANDS,NY12204 		14-1410842 501(C)(3) 228,031       SUBAWARD - SPONSORED RESEARCH
(158) RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK
230 WEST 41ST STREET
NEW YORK,NY10036 		13-1988190 501(C)(3) 375,106       SUBAWARD - SPONSORED RESEARCH
(159) RESEARCH TRIANGLE INSTITUTE
PO BOX 12194
RESEARCH TRIANGLE PARK,NC277092194 		56-0686338 501(C)(3) 87,929       SUBAWARD - SPONSORED RESEARCH
(160) RHODE ISLAND HOSPITAL
593 EDDY STREET
PROVIDENCE,RI02903 		05-0258954 501(C)(3) 61,493       SUBAWARD - SPONSORED RESEARCH
(161) ROCHESTER INSTITUTE OF TECHNOLOGY
25 LOMB MEMORIAL DRIVE
ROCHESTER,NY146235603 		16-0743140 501(C)(3) 27,912       SUBAWARD - SPONSORED RESEARCH
(162) ROLLINS COLLEGE
1000 HOLT AVENUE SUITE 2715
WINTER PARK,FL32789 		59-0624440 501(C)(3) 81,289       SUBAWARD - SPONSORED RESEARCH
(163) ROWAN UNIVERSITY
201 MULLICA HILL ROAD
GLASSBORO,NJ08028 		22-2764819 STATE OF NJ 8,781       SUBAWARD - SPONSORED RESEARCH
(164) RUSH UNIVERSITY MEDICAL CENTER
1700 W VAN BUREN STREET SUITE 277
CHICAGO,IL60612 		36-2174823 501(C)(3) 30,151       SUBAWARD - SPONSORED RESEARCH
(165) RUTGERS THE STATE UNIVERSITY
33 KNIGHTSBRIDGE ROAD
PISCATAWAY,NJ08854 		22-6001086 501(C)(3) 515,739       SUBAWARD - SPONSORED RESEARCH
(166) SAINT FRANCIS HOSPITAL AND MEDICAL CENTER
114 WOODLAND STREET
HARTFORD,CT06105 		06-0646813 501(C)(3) 9,935       SUBAWARD - SPONSORED RESEARCH
(167) SAINT LUKE'S HOSPITAL OF KANSAS CITY
4401 WORNALL ROAD
KANSAS CITY,MO64111 		44-0545297 501(C)(3) 10,944       SUBAWARD - SPONSORED RESEARCH
(168) SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVENUE
SAN FRANCISCO,CA94132 		93-1137247 STATE OF CA 138,980       SUBAWARD - SPONSORED RESEARCH
(169) SCIENCE COMMUNICATION LAB INC
767 41ST STREET
OAKLAND,CA94609 		47-2404616 501(C)(3) 215,322       SUBAWARD - SPONSORED RESEARCH
(170) SEARCH TECHNOLOGY INC
6025 THE CORNERS PKWY SUITE 202
NORCROSS,GA30092 		37-1091327   13,000       SUBAWARD - SPONSORED RESEARCH
(171) SEATTLE CHILDREN'S HOSPITAL
PO BOX 24728
SEATTLE,WA981240728 		91-0564748 501(C)(3) 735,934       SUBAWARD - SPONSORED RESEARCH
(172) SENTARA HEALTH
800 INDEPENDENCE BLVD
VIRGINIA BEACH,VA23455 		52-1271901 501(C)(3) 579,691       SUBAWARD - SPONSORED RESEARCH
(173) SIEMENS MEDICAL SOLUTIONS USA INC
810 INNOVATION DRIVE
KNOXVILLE,TN37932 		22-2417778   31,661       SUBAWARD - SPONSORED RESEARCH
(174) SMART POWER INC
4075 WILSON BLVD 8TH FLOOR
ARLINGTON,VA22203 		03-0375454 501(C)(3) 47,469       SUBAWARD - SPONSORED RESEARCH
(175) SOUTH DAKOTA STATE UNIVERSITY
BOX 2201 1015 CAMPANILE AVENUE
BROOKINGS,SD57007 		46-6000364 STATE OF SD 17,690       SUBAWARD - SPONSORED RESEARCH
(176) SOUTHERN NEVADA HEALTH DISTRICT
280 S DECATUR BLVD
LAS VEGAS,NV891072936 		88-0151573 STATE OF NV 7,035       SUBAWARD - SPONSORED RESEARCH
(177) ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
PO BOX 1000
MEMPHIS,TN381480949 		62-0646012 501(C)(3) 449,845       SUBAWARD - SPONSORED RESEARCH
(178) ST THOMAS EAST END MEDICAL CENTER CORPORATION

PO BOX 503177
ST THOMAS,VI00805
VQ 		66-0585077 501(C)(3) 159,196       SUBAWARD - SPONSORED RESEARCH
(179) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063 		94-1156365 501(C)(3) 1,975,611       SUBAWARD - SPONSORED RESEARCH
(180) STANLEY STREET TREATMENT & RESOURCES INC
386 STANLEY STREET
FALL RIVER,MA02720 		04-2604426 501(C)(3) 117,749       SUBAWARD - SPONSORED RESEARCH
(181) STATE OF CONNECTICUT
410 CAPITOL AVENUE
HARTFORD,CT061340308 		06-6000798 STATE OF CT 340,312       SUBAWARD - SPONSORED RESEARCH
(182) STATE UNIVERSITY OF IOWA
201 S CLINTON STREET
IOWA CITY,IA52242 		42-6004813 STATE OF IA 69,867       SUBAWARD - SPONSORED RESEARCH
(183) SYRACUSE UNIVERSITY
119 BOWNE HALL
SYRACUSE,NY132441140 		15-0532081 501(C)(3) 21,019       SUBAWARD - SPONSORED RESEARCH
(184) TAMPA GENERAL HOSPITAL
PO BOX 1289
TAMPA,FL33601 		59-3458145 501(C)(3) 231,419       SUBAWARD - SPONSORED RESEARCH
(185) TEMPLE UNIVERSITY
1805 NORTH BROAD WACHMAN HALL 1108
PHILADELPHIA,PA191226094 		23-1365971 501(C)(3) 954,425       SUBAWARD - SPONSORED RESEARCH
(186) TEXAS A&M ENGINEERING EXPERIMENT STATION
400 HARVEY MITCHELL PKWY SUITE 300
COLLEGE STATION,TX778454375 		74-1974733 STATE OF TX 25,054       SUBAWARD - SPONSORED RESEARCH
(187) TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297011
FORT WORTH,TX76129 		75-0827465 501(C)(3) 529,223       SUBAWARD - SPONSORED RESEARCH
(188) THE AMERICAN GERIATRICS SOCIETY
PO BOX 4836
NEW YORK,NY102771023 		13-1950856 501(C)(3) 5,797       SUBAWARD - SPONSORED RESEARCH
(189) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA
500 UNIVERSITY BLVD
TUSCALOOSA,AL35401 		63-6001138 501(C)(3) 50,296       SUBAWARD - SPONSORED RESEARCH
(190) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS
506 S WRIGHT STREET
URBANA,IL61801 		37-6000511 501(C)(3) 60,156       SUBAWARD - SPONSORED RESEARCH
(191) THE BROAD INSTITUTE INC
415 MAIN STREET
CAMBRIDGE,MA02142 		26-3428781 501(C)(3) 266,136       SUBAWARD - SPONSORED RESEARCH
(192) THE CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BOULEVARD
PHILADELPHIA,PA191781457 		23-1352166 501(C)(3) 550,065       SUBAWARD - SPONSORED RESEARCH
(193) THE CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROAD
KANSAS CITY,MO64108 		44-0605373 501(C)(3) 18,611       SUBAWARD - SPONSORED RESEARCH
(194) THE CLEVELAND CLINIC FOUNDATION
PO BOX 931562
CLEVELAND,OH441935012 		34-0714585 501(C)(3) 177,538       SUBAWARD - SPONSORED RESEARCH
(195) THE CONNECTICUT AGRICULTURAL EXPERIMENT STATION
123 HUNTINGTON STREET
NEW HAVEN,CT06511 		46-3092102 STATE OF CT 51,413       SUBAWARD - SPONSORED RESEARCH
(196) THE COOPER HEALTH SYSTEM
1 FEDERAL STREET SUITE NW400A
CAMDEN,NJ08103 		21-0634462 501(C)(3) 290,934       SUBAWARD - SPONSORED RESEARCH
(197) THE FEINSTEIN INSTITUTES FOR MEDICAL RESEARCH
972 BRUSH HOLLOW ROAD 5TH FLOOR
WESTBURY,NY11590 		11-2673595 501(C)(3) 972,933       SUBAWARD - SPONSORED RESEARCH
(198) THE GEORGE WASHINGTON UNIVERSITY
44983 KNOLL SQUARE 203
ASHBURN,VA20147 		53-0196584 501(C)(3) 237,991       SUBAWARD - SPONSORED RESEARCH
(199) THE HOSPITAL OF CENTRAL CONNECTICUT
100 GRAND STREET
NEW BRITAIN,CT06050 		06-0646768 501(C)(3) 26,567       SUBAWARD - SPONSORED RESEARCH
(200) THE HOWARD UNIVERSITY
2400 6TH STREET NW
WASHINGTON,DC20059 		53-0204707 501(C)(3) 26,289       SUBAWARD - SPONSORED RESEARCH
(201) THE HUDSON CARBON RESEARCH FOUNDATION INC
67 PINE WOOD ROAD
HUDSON,NY12534 		85-4324015 501(C)(3) 78,694       SUBAWARD - SPONSORED RESEARCH
(202) THE JACKSON LABORATORY
600 MAIN STREET
BAR HARBOR,ME04609 		01-0211513 501(C)(3) 500,953       SUBAWARD - SPONSORED RESEARCH
(203) THE JOHN B PIERCE LABORATORY INC
290 CONGRESS AVENUE
NEW HAVEN,CT06519 		06-0646780 501(C)(3) 215,270       SUBAWARD - SPONSORED RESEARCH
(204) THE LIEBER INSTITUTE INC
855 N WOLFE STREET SUITE 300
BALTIMORE,MD21205 		26-3690883 501(C)(3) 147,601       SUBAWARD - SPONSORED RESEARCH
(205) THE LUTHERAN UNIVERSITY ASSOCIATION INC
1700 CHAPEL DRIVE
VALPARAISO,IN46383 		35-0868125 501(C)(3) 17,412       SUBAWARD - SPONSORED RESEARCH
(206) THE MASSACHUSETTS GREEN HIGH PERFORMANCE COMPUTING CENTER INC
100 BIGELOW STREET
HOLYOKE,MA01040 		27-3014805 501(C)(3) 29,808       SUBAWARD - SPONSORED RESEARCH
(207) THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK ROAD
MILWAUKEE,WI53226 		39-0806261 501(C)(3) 13,718       SUBAWARD - SPONSORED RESEARCH
(208) THE MIRIAM HOSPITAL
167 POINT STREET
PROVIDENCE,RI029034771 		05-0258905 501(C)(3) 60,662       SUBAWARD - SPONSORED RESEARCH
(209) THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA222031606 		53-0242652 501(C)(3) 8,973       SUBAWARD - SPONSORED RESEARCH
(210) THE NEMOURS FOUNDATION
10140 CENTURION PARKWAY NORTH
JACKSONVILLE,FL32256 		59-0634433 501(C)(3) 40,291       SUBAWARD - SPONSORED RESEARCH
(211) THE NEW YORK STEM CELL FOUNDATION
619 W 54TH STREET 3RD FLOOR
NEW YORK,NY10019 		20-2905531 501(C)(3) 81,584       SUBAWARD - SPONSORED RESEARCH
(212) THE OHIO STATE UNIVERSITY
901 WOODY HAYES DRIVE
COLUMBUS,OH43210 		31-6025986 STATE OF OH 465,939       SUBAWARD - SPONSORED RESEARCH
(213) THE PENNSYLVANIA STATE UNIVERSITY
227 W BEAVER AVENUE SUITE 402
STATE COLLEGE,PA168014819 		24-6000376 STATE OF PA 424,081       SUBAWARD - SPONSORED RESEARCH
(214) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM STREET BOX 0812
SAN FRANCISCO,CA94143 		94-6036493 501(C)(3) 1,181,297       SUBAWARD - SPONSORED RESEARCH
(215) THE REGENTS OF THE UNIVERSITY OF COLORADO
PO BOX 910238
DENVER,CO802910238 		84-6000555 501(C)(3) 1,057,869       SUBAWARD - SPONSORED RESEARCH
(216) THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK
PO BOX 9
ALBANY,NY122010009 		14-1368361 501(C)(3) 1,192,428       SUBAWARD - SPONSORED RESEARCH
(217) THE SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES ROAD
LA JOLLA,CA92037 		95-2160097 501(C)(3) 366,129       SUBAWARD - SPONSORED RESEARCH
(218) THE SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD
LA JOLLA,CA92037 		33-0435954 501(C)(3) 155,372       SUBAWARD - SPONSORED RESEARCH
(219) THE TRANSLATIONAL GENOMICS RESEARCH INSTITUTE
445 NORTH FIFTH STREET SUITE 600
PHOENIX,AZ85004 		75-3065445 501(C)(3) 349,366       SUBAWARD - SPONSORED RESEARCH
(220) THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
BOX 29789
NEW YORK,NY102771023 		13-5598093 501(C)(3) 3,290,737       SUBAWARD - SPONSORED RESEARCH
(221) THE TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CENTER SUITE 443
PRINCETON,NJ08540 		21-0634501 501(C)(3) 146,386       SUBAWARD - SPONSORED RESEARCH
(222) THE UNIVERSITY OF ARIZONA
PO BOX 41867
TUCSON,AZ85717 		74-2652689 STATE OF AZ 188,476       SUBAWARD - SPONSORED RESEARCH
(223) THE UNIVERSITY OF OKLAHOMA
PO BOX 26901
OKLAHOMA CITY,OK731260901 		73-6017987 STATE OF OK 183,589       SUBAWARD - SPONSORED RESEARCH
(224) THE UNIVERSITY OF RHODE ISLAND
70 LOWER COLLEGE ROAD
KINGSTON,RI028810811 		05-6000522 501(C)(3) 314,108       SUBAWARD - SPONSORED RESEARCH
(225) THE UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 612
COLUMBIA,SC29208 		57-6001153 STATE OF SC 26,306       SUBAWARD - SPONSORED RESEARCH
(226) THE UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159
AUSTIN,TX787137159 		74-6000203 STATE OF TX 493,874       SUBAWARD - SPONSORED RESEARCH
(227) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
7000 FANNIN STREET
HOUSTON,TX77030 		74-1761309 STATE OF TX 1,144,626       SUBAWARD - SPONSORED RESEARCH
(228) THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4266
HOUSTON,TX77210 		74-6001118 STATE OF TX 124,006       SUBAWARD - SPONSORED RESEARCH
(229) THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
PO BOX 841765
DALLAS,TX752841765 		75-6002868 STATE OF TX 2,333,322       SUBAWARD - SPONSORED RESEARCH
(230) THE URBAN ASSEMBLY INC
90 BROAD STREET SUITE 2101
NEW YORK,NY10004 		11-0332039 501(C)(3) 868,537       SUBAWARD - SPONSORED RESEARCH
(231) THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY
3601 SPRUCE STREET
PHILADELPHIA,PA19104 		23-6434390 501(C)(3) 74,995       SUBAWARD - SPONSORED RESEARCH
(232) THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET 29TH FLOOR
PHILADELPHIA,PA19107 		23-1352651 501(C)(3) 92,239       SUBAWARD - SPONSORED RESEARCH
(233) TRAJECTORY OF HOPE LLC
PO BOX 45124
LOS ANGELES,CA90045 		83-0709336   919,133       SUBAWARD - SPONSORED RESEARCH
(234) TRIAD NATIONAL SECURITY LLC
PO BOX 1663
LOS ALAMOS,NM87545 		82-3291283   112,633       SUBAWARD - SPONSORED RESEARCH
(235) TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE 4TH FLOOR
BOSTON,MA02215 		04-2103547 501(C)(3) 448,686       SUBAWARD - SPONSORED RESEARCH
(236) TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROAD
HANOVER,NH037551404 		02-0222111 501(C)(3) 39,759       SUBAWARD - SPONSORED RESEARCH
(237) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
PO BOX 785541
PHILADELPHIA,PA191785541 		23-1352685 501(C)(3) 3,221,817       SUBAWARD - SPONSORED RESEARCH
(238) TUFTS UNIVERSITY
80 GEORGE STREET
MEDFORD,MA02155 		04-2103634 501(C)(3) 77,143       SUBAWARD - SPONSORED RESEARCH
(239) UIH AMERICA INC
9230 KIRBY DRIVE SUITE 600
HOUSTON,TX77054 		46-2408342   423,595       SUBAWARD - SPONSORED RESEARCH
(240) UNIVERSITY OF ALABAMA AT BIRMINGHAM
1720 SECOND AVENUE S
BIRMINGHAM,AL35233 		63-6005396 501(C)(3) 1,669,395       SUBAWARD - SPONSORED RESEARCH
(241) UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 W MARKHAM STREET
LITTLE ROCK,AR72205 		71-6046242 STATE OF AR 81,803       SUBAWARD - SPONSORED RESEARCH
(242) UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREET SUITE 201
BERKELEY,CA947101108 		94-6002123 501(C)(3) 306,061       SUBAWARD - SPONSORED RESEARCH
(243) UNIVERSITY OF CALIFORNIA DAVIS
ONE SHELDS AVENUE
DAVIS,CA95616 		94-6036494 501(C)(3) 359,373       SUBAWARD - SPONSORED RESEARCH
(244) UNIVERSITY OF CALIFORNIA IRVINE
120 THEORY SUITE 200
IRVINE,CA926971050 		95-2226406 501(C)(3) 1,209,992       SUBAWARD - SPONSORED RESEARCH
(245) UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUE
LOS ANGELES,CA900959000 		95-6006143 501(C)(3) 1,667,043       SUBAWARD - SPONSORED RESEARCH
(246) UNIVERSITY OF CALIFORNIA RIVERSIDE
900 UNIVERSITY AVENUE
RIVERSIDE,CA92521 		95-6006142 501(C)(3) 37,050       SUBAWARD - SPONSORED RESEARCH
(247) UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE
LA JOLLA,CA92093 		95-6006144 501(C)(3) 6,510,977       SUBAWARD - SPONSORED RESEARCH
(248) UNIVERSITY OF CALIFORNIA SANTA BARBARA
SAASB BUILDING ROOM 1212
SANTA BARBARA,CA931062003 		95-6006145 501(C)(3) 359,304       SUBAWARD - SPONSORED RESEARCH
(249) UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 300
CHICAGO,IL60637 		36-2177139 501(C)(3) 677,908       SUBAWARD - SPONSORED RESEARCH
(250) UNIVERSITY OF CINCINNATI
51 GOODMAN DRIVE
CINCINNATI,OH452210641 		31-6000989 STATE OF OH 2,030,917       SUBAWARD - SPONSORED RESEARCH
(251) UNIVERSITY OF CONNECTICUT
438 WHITNEY AVENUE
STORRS,CT062691133 		06-0772160 STATE OF CT 651,508       SUBAWARD - SPONSORED RESEARCH
(252) UNIVERSITY OF CONNECTICUT HEALTH
263 FARMINGTON AVENUE
FARMINGTON,CT06030 		52-1725543 STATE OF CT 637,389       SUBAWARD - SPONSORED RESEARCH
(253) UNIVERSITY OF DELAWARE
550 S COLLEGE AVENUE
NEWARK,DE19716 		51-6000297 501(C)(3) 79,115       SUBAWARD - SPONSORED RESEARCH
(254) UNIVERSITY OF DENVER
PO BOX 911811
DENVER,CO802911811 		84-0404231 501(C)(3) 257,204       SUBAWARD - SPONSORED RESEARCH
(255) UNIVERSITY OF FLORIDA
PO BOX 113201
GAINESVILLE,FL326113201 		59-6002052 STATE OF FL 844,898       SUBAWARD - SPONSORED RESEARCH
(256) UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
310 EAST CAMPUS ROAD
ATHENS,GA30602 		58-1353149 501(C)(3) 1,334,668       SUBAWARD - SPONSORED RESEARCH
(257) UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE
3901 RAINBOW BLVD
KANSAS CITY,KS66160 		48-1108830 501(C)(3) 270,794       SUBAWARD - SPONSORED RESEARCH
(258) UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
301 PETERSON SERVICE BUILDING
LEXINGTON,KY40506 		61-6033693 501(C)(3) 43,862       SUBAWARD - SPONSORED RESEARCH
(259) UNIVERSITY OF LA VERNE
1950 THIRD STREET
LA VERNE,CA91750 		95-1644026 501(C)(3) 11,500       SUBAWARD - SPONSORED RESEARCH
(260) UNIVERSITY OF MARYLAND
4101 CHESAPEAKE BUILDING
COLLEGE PARK,MD207423141 		52-6002033 STATE OF MD 404,071       SUBAWARD - SPONSORED RESEARCH
(261) UNIVERSITY OF MASSACHUSETTS
100 MORRISSEY BLVD
BOSTON,MA02125 		04-3167352 STATE OF MA 2,307,590       SUBAWARD - SPONSORED RESEARCH
(262) UNIVERSITY OF MIAMI
PO BOX 248106
CORAL GABLES,FL331242912 		59-0624458 501(C)(3) 811,574       SUBAWARD - SPONSORED RESEARCH
(263) UNIVERSITY OF MISSOURI KANSAS CITY
PO BOX 807012
KANSAS CITY,MO641807012 		43-6003859 STATE OF MO 612,024       SUBAWARD - SPONSORED RESEARCH
(264) UNIVERSITY OF NEBRASKA
985045 NEBRASKA MEDICAL CENTER
OMAHA,NE681985045 		47-0049123 501(C)(3) 248,423       SUBAWARD - SPONSORED RESEARCH
(265) UNIVERSITY OF NEW MEXICO
1 UNIVERSITY OF NEW MEXICO
ALBUQUERQUE,NM871315041 		85-6000642 STATE OF NM 608,867       SUBAWARD - SPONSORED RESEARCH
(266) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE
CHAPEL HILL,NC275991270 		56-6001393 501(C)(3) 1,680,260       SUBAWARD - SPONSORED RESEARCH
(267) UNIVERSITY OF NOTRE DAME
836A GRACE HALL
NOTRE DAME,IN465565612 		35-0868188 501(C)(3) 58,668       SUBAWARD - SPONSORED RESEARCH
(268) UNIVERSITY OF OREGON
PO BOX 3237
EUGENE,OR97403 		46-4727800 STATE OF OR 249,970       SUBAWARD - SPONSORED RESEARCH
(269) UNIVERSITY OF PITTSBURGH
116 ATWOOD STREET SUITE 201
PITTSBURGH,PA152600100 		25-0965591 501(C)(3) 1,360,469       SUBAWARD - SPONSORED RESEARCH
(270) UNIVERSITY OF PUERTO RICO

PO BOX 365067
SAN JUAN,PR009365067
RQ 		66-0433760 PUERTO RICO 344,959       SUBAWARD - SPONSORED RESEARCH
(271) UNIVERSITY OF RICHMOND
118 UR DRIVE FOUNTAIN HALL ROOM 10
RICHMOND,VA23173 		54-0505965 501(C)(3) 51,528       SUBAWARD - SPONSORED RESEARCH
(272) UNIVERSITY OF ROCHESTER
BOX 278832
ROCHESTER,NY146278832 		16-0743209 501(C)(3) 335,107       SUBAWARD - SPONSORED RESEARCH
(273) UNIVERSITY OF SOUTH FLORIDA
4202 E FOWLER AVENUE
TAMPA,FL33620 		59-3102112 STATE OF FL 148,500       SUBAWARD - SPONSORED RESEARCH
(274) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SOUTH FIGUEROA STREET SUITE 1
LOS ANGELES,CA900898001 		95-1642394 501(C)(3) 468,423       SUBAWARD - SPONSORED RESEARCH
(275) UNIVERSITY OF UTAH
201 SOUTH PRESIDENTS CIRCLE
SALT LAKE CITY,UT841129020 		87-6000525 501(C)(3) 590,765       SUBAWARD - SPONSORED RESEARCH
(276) UNIVERSITY OF VIRGINIA
PO BOX 400195
CHARLOTTESVILLE,VA229044195 		54-6001796 501(C)(3) 402,542       SUBAWARD - SPONSORED RESEARCH
(277) UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAY
SEATTLE,WA98105 		91-6001537 STATE OF WA 1,402,267       SUBAWARD - SPONSORED RESEARCH
(278) UNIVERSITY OF WISCONSIN SYSTEM
600 HIGHLAND AVENUE
MADISON,WI53792 		39-6006492 STATE OF WI 812,043       SUBAWARD - SPONSORED RESEARCH
(279) URBAN COMMUNITY ALLIANCE INC
446A BLAKE STREET
NEW HAVEN,CT06515 		06-1324343 501(C)(3) 212,811       SUBAWARD - SPONSORED RESEARCH
(280) URBAN LEAGUE OF SOUTHERN CT INC
136 SHERMAN AVENUE SUITE 104
NEW HAVEN,CT06511 		06-0856692 501(C)(3) 164,485       SUBAWARD - SPONSORED RESEARCH
(281) UT-BATTELLE LLC
PO BOX 2008
OAK RIDGE,TN37831 		62-1788235   162,147       SUBAWARD - SPONSORED RESEARCH
(282) VA CONNECTICUT RESEARCH AND EDUCATION FOUNDATION
950 CAMPBELL AVENUE
WEST HAVEN,CT06516 		20-2206467 501(C)(3) 813,536       SUBAWARD - SPONSORED RESEARCH
(283) VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVENUE NE
GRAND RAPIDS,MI49503 		52-2000823 501(C)(3) 468,099       SUBAWARD - SPONSORED RESEARCH
(284) VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE
NASHVILLE,TN372401591 		62-0476822 501(C)(3) 386,714       SUBAWARD - SPONSORED RESEARCH
(285) VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVENUE SOUTH
NASHVILLE,TN37232 		35-2528741 501(C)(3) 2,753,308       SUBAWARD - SPONSORED RESEARCH
(286) VETERANS EDUCATION AND RESEARCH ASSOCIATION OF NORTHERN NEW ENGLAND INC
PO BOX 4655
WHITE RIVER JUNCTION,VT05001 		22-3091219 501(C)(3) 132,084       SUBAWARD - SPONSORED RESEARCH
(287) VILLANOVA UNIVERSITY
800 LANCASTER AVENUE
VILLANOVA,PA19085 		23-1352688 501(C)(3) 46,758       SUBAWARD - SPONSORED RESEARCH
(288) VIRGINIA COMMONWEALTH UNIVERSITY
800 EAST LEIGH STREET SUITE 3100
RICHMOND,VA232983039 		54-6001758 STATE OF VA 10,773       SUBAWARD - SPONSORED RESEARCH
(289) VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
300 TURNER STREET NW
BLACKSBURG,VA24061 		54-6001805 STATE OF VA 125,536       SUBAWARD - SPONSORED RESEARCH
(290) VISAGE IMAGING INC
12625 HIGH BLUFF DRIVE SUITE 205
SAN DIEGO,CA92130 		37-1551308   122,511       SUBAWARD - SPONSORED RESEARCH
(291) WASHINGTON UNIVERSITY
7425 FORSYTH BLVD
ST LOUIS,MO63105 		43-0653611 501(C)(3) 1,711,301       SUBAWARD - SPONSORED RESEARCH
(292) WAYNE STATE UNIVERSITY
5700 CASS AVENUE
DETROIT,MI48202 		38-6028429 501(C)(3) 86,888       SUBAWARD - SPONSORED RESEARCH
(293) WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY
PO BOX 22371
NEW YORK,NY100872371 		13-1623978 501(C)(3) 1,599,575       SUBAWARD - SPONSORED RESEARCH
(294) WEST CHESTER UNIVERSITY OF PENNSYLVANIA
201 CARTER DRIVE SUITE 200
WEST CHESTER,PA19383 		23-2417773 STATE OF PA 152,300       SUBAWARD - SPONSORED RESEARCH
(295) WEST VIRGINIA PRIMARY CARE ASSOCIATION INC
1700 MACCORKLE AVENUE SE
CHARLESTON,WV25314 		55-0656229 501(C)(3) 5,830       SUBAWARD - SPONSORED RESEARCH
(296) WEST VIRGINIA UNIVERSITY
ONE WATERFRONT PLACE
MORGANTOWN,WV26506 		55-6000842 STATE OF WV 485,699       SUBAWARD - SPONSORED RESEARCH
(297) WHOLESOME WAVE INC
PO BOX 3968
BRIDGEPORT,CT06605 		26-0352899 501(C)(3) 10,922       SUBAWARD - SPONSORED RESEARCH
(298) ALLIANCE FOR MIDDLE EAST PEACE INC
1725 I STREET NW 300
WASHINGTON,DC20006 		20-5879279 501(C)(3) 10,000       DAF DISTRIBUTION
(299) FRIENDS OF THE ISRAEL DEFENSE FORCES
60 EAST 42ND STREET
NEW YORK,NY101650015 		13-3156445 501(C)(3) 1,000,000       DAF DISTRIBUTION
(300) WONDERLAND EDUCATIONAL ESTATE ASSOCIATION
5807 CALHOUN ROAD
HOUSTON,TX77021 		76-0152632 501(C)(3) 500,000       DAF DISTRIBUTION
(301) YALE NEW HAVEN HOSPITAL
20 YORK STREET
NEW HAVEN,CT06504 		06-0646652 501(C)(3) 1,294,284       DAF DISTRIBUTION
(302) ACHIEVEMENT FIRST INC
370 JAMES STREET SUITE 404
NEW HAVEN,CT06513 		65-1203744 501(C)(3) 100,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(303) AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREET
NEW YORK,NY10024 		13-6162659 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(304) ARTE INC
26 ATWATER STREET
NEW HAVEN,CT06513 		54-2138181 501(C)(3) 7,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(305) ASSOCIATION FOR JEWISH STUDIES INC
15 WEST 16TH STREET
NEW YORK,NY10011 		23-7078939 501(C)(3) 6,750       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(306) AURELIAN HONOR SOCIETY INCORPORATED
206 ELM STREET
NEW HAVEN,CT06511 		06-6071632 501(C)(3) 22,904       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(307) BUCKLEY INSTITUTE INC
234 CHURCH STREET SUITE 404
NEW HAVEN,CT06510 		27-5131268 501(C)(3) 158,818       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(308) CHABAD AT YALE UNIVERSITY INC
36 LYNWOOD PLACE
NEW HAVEN,CT06511 		45-2786550 501(C)(3) 26,164       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(309) CITY OF NEW HAVEN
200 ORANGE STREET
NEW HAVEN,CT06510 		06-6001876 State of CT 28,750       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(310) CITYARTS INC
77 BLEECKER STREET C2-18
NEW YORK,NY10012 		13-2766701 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(311) CLIMATEHAVEN INC
770 CHAPEL STREET
NEW HAVEN,CT06510 		92-0306841 501(C)(3) 250,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(312) CARBON CONTAINMENT LAB
83 AUDUBON STREET
NEW HAVEN,CT06510 		93-4853247 501(C)(3) 2,000,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(313) CONNECTICUT UNITED FOR RESEARCH EXCELLENCE INC
93 SHENNECOSSETT ROAD
GROTON,CT06340 		06-1304212 501(C)(3) 7,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(314) CORNELL SCOTT-HILL HEALTH CORPORATION
400 COLUMBUS AVENUE
NEW HAVEN,CT06519 		06-0870990 501(C)(3) 6,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(315) CORNELL UNIVERSITY
377 PINE TREE ROAD
ITHACA,NY14850 		15-0532082 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(316) CT CYCLING ADVANCEMENT PROGRAM INC
353 MAIN STREET
MIDDLETOWN,CT06457 		46-1774656 501(C)(3) 7,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(317) DOWNTOWN EVENING SOUP KITCHEN INC
PO BOX 1478
NEW HAVEN,CT065061478 		22-2985448 501(C)(3) 6,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(318) ECONOMETRIC SOCIETY INC
30 HILLHOUSE AVENUE
NEW HAVEN,CT06511 		32-0402835 501(C)(3) 30,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(319) FAIR HAVEN COMMUNITY HEALTH CLINIC INC
374 GRAND AVENUE
NEW HAVEN,CT06513 		06-0883545 501(C)(3) 37,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(320) FLAGLER COLLEGE INC
74 KING STREET
ST AUGUSTINE,FL32084 		59-1157081 501(C)(3) 15,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(321) JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE
80 WALL STREET
NEW HAVEN,CT06511 		06-1257354 501(C)(3) 404,463       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(322) LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC
31 JEFFERSON STREET
NEW HAVEN,CT06511 		22-2906547 501(C)(3) 16,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(323) LOAVES AND FISHES NEW HAVEN INC
57 OLIVE STREET
NEW HAVEN,CT06511 		83-3038362 501(C)(3) 12,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(324) MARKET NEW HAVEN INC
157 CHURCH STREET 19TH FLOOR
NEW HAVEN,CT06510 		06-1578847 501(C)(6) 206,250       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(325) NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
1389 CHAPEL STREET
NEW HAVEN,CT06511 		06-6099313 501(C)(4) 11,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(326) NEW HAVEN FESTIVALS INC
165 CHURCH STREET
NEW HAVEN,CT065102010 		22-3149569 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(327) NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS AND IDEAS INC
195 CHURCH STREET 12TH FLOOR
NEW HAVEN,CT06510 		06-1444222 501(C)(3) 237,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(328) NEW HAVEN PROMISE INC
28 LINCOLN WAY
NEW HAVEN,CT06510 		81-1267064 501(C)(3) 4,376,411       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(329) NEW HAVEN SYMPHONY ORCHESTRA INC
4 HAMILTON STREET
NEW HAVEN,CT06511 		06-6000592 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(330) NEW HAVEN WORKS INC
205 WHITNEY AVENUE NO 106
NEW HAVEN,CT06511 		46-2662124 501(C)(3) 159,428       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(331) NEW HYTES INC
PO BOX 2928
NEW HAVEN,CT06515 		27-0772846 501(C)(3) 35,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(332) NEW YORK UNIVERSITY
105 EST 17TH STREET 4TH FLOOR
NEW YORK,NY10003 		13-5562308 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(333) SQUASH HAVEN INC
70 TOWER PARKWAY
NEW HAVEN,CT06520 		20-5500876 501(C)(3) 79,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(334) TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		13-3541913 501(C)(3) 100,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(335) THE AMERICAN PEDIATRIC SOCIETY INC
9303 NEW TRAILS DRIVE 350
THE WOODLANDS,TX77381 		16-6078165 501(C)(3) 6,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(336) THE GOVERNOR'S PREVENTION PARTNERSHIP
1077 SILAS DEANE HIGHWAY UNIT 333
WETHERSFIELD,CT06109 		06-1275193 501(C)(3) 10,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(337) THE GREATER NEW HAVEN CHAMBER OF COMMERCE INC
900 CHAPEL STREET
NEW HAVEN,CT065102865 		06-0468900 501(C)(6) 15,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(338) THE WREXHAM FOUNDATION INC
BOX 1913 YALE STATION
NEW HAVEN,CT06520 		06-0769957 501(C)(3) 83,718       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(339) ULYSSES S GRANT FOUNDATION
PO BOX 200082 YALE STATION
NEW HAVEN,CT06520 		06-6071625 501(C)(3) 30,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(340) UNITED WAY OF GREATER NEW HAVEN INC
370 JAMES STREET SUITE 403
NEW HAVEN,CT06513 		06-0646761 501(C)(3) 152,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(341) YALE INTERNATIONAL RELATIONS INC
PO BOX 202144
NEW HAVEN,CT065202144 		23-7403870 501(C)(3) 8,500       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(342) YALE LAW SCHOOL LEARNING CENTER INC
127 WALL STREET
NEW HAVEN,CT06520 		06-1214651 501(C)(3) 110,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(343) YALE NEW HAVEN HOSPITAL
20 YORK STREET
NEW HAVEN,CT06504 		06-0646652 501(C)(3) 20,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
(344) YALE UNIVERSITY DRAMATIC ASSOCIATION INC
PO BOX 209037
NEW HAVEN,CT06520 		06-6069930 501(C)(3) 80,000       CHARITABLE CONTRIBUTION AND COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
311
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
29
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) STUDENT STIPENDS AND FELLOWSHIPS 7310 119,623,954      
(2) SCHOLARSHIPS 10499   485,559,788 COST TUITION REDUCTION
(3) HEALTH PREMIUM AWARDS 4572   17,203,451 COST HEALTHCARE
(4) PRIZES AND AWARDS 2208 7,778,222      
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part II SUBAWARD 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 COLUMN B - NUMBER OF RECIPIENTS THE AMOUNTS REPORTED IN PART III REPRESENT AN ESTIMATE OF TOTAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2024 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, 2024.
Schedule I, Part II, Line 1 COLUMN H - PURPOSE OF GRANT OR ASSISTANCE SUBAWARDS - SPONSORED RESEARCH
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. WITH RESPECT TO SPONSORED PROJECT ACTIVITY SUBCONTRACTED TO OTHER ENTITIES, THE UNIVERSITY'S POLICY AND PROCEDURES FOR MONITORING SUB RECIPIENT AWARDS ("SUBAWARDS") ARE INTENDED TO ESTABLISH APPROPRIATE AND EFFECTIVE MECHANISMS TO PROMOTE COMPLIANCE WITH FEDERAL AND NON-FEDERAL REQUIREMENTS AND CONTRACTUAL ARRANGEMENTS, INCLUDING THE PROPER MONITORING AND STEWARDSHIP OF AWARDED FUNDS. PROPER MONITORING OF A SUBAWARD ENSURES THAT AWARDED FUNDS ARE USED FOR AUTHORIZED PURPOSES, PERFORMANCE GOALS ARE MET AND THE SUB RECIPIENT IS IN COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUB RECIPIENT AGREEMENT. SUB RECIPIENT MONITORING PROCEDURES INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING ACTIVITIES: A FORMAL PRE-QUALIFICATION PROCESS FOR SUB RECIPIENTS, PRE-AWARD AND POST-AWARD MONITORING OF SUB RECIPIENTS TO REVIEW THE FINANCIAL STATUS AND MANAGEMENT CONTROLS, COMPLIANCE CERTIFICATIONS, REVIEW OF COMPLIANCE WITH REGULATIONS RELATIVE TO THE USE OF HUMAN SUBJECTS AND ANIMALS, IDENTIFICATION AND REPORTING OF ANY CONFLICT OF INTEREST WITH A SUB RECIPIENT ENTITY, AND A REVIEW OF PERTINENT OTHER ORGANIZATION INFORMATION. IN ACCORDANCE WITH THESE PROCEDURES, THE UNIVERSITY REVIEWS THE SUB RECIPIENT'S ADMINISTRATION, FINANCIAL STATEMENTS, BILLINGS, SCIENTIFIC PROGRESS, TECHNICAL REPORTS, AND DELIVERABLES OF AN ACTIVE SUBAWARD REGULARLY AND CONDUCTS ON-GOING RISK ASSESSMENTS AS WELL AS MONTHLY QUALITY ASSURANCE REVIEWS ON RANDOMLY SELECTED SUBAWARDS. IN ADDITION TO A MONTHLY DEPARTMENTAL REVIEW, THE UNIVERSITY MONITORS A SUB RECIPIENT'S COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE SUBAWARD ANNUALLY AND UPON CLOSEOUT OF THE SUB RECIPIENT AGREEMENT. IF ANY OF THESE MONITORING PROCEDURES RESULT IN FINDINGS, THE UNIVERSITY WILL TAKE CORRECTIVE ACTION AS NECESSARY. THE PROCEDURES SERVE TO ENSURE THAT THE SUBAWARD FUNDS ARE USED FOR PROPER PURPOSES AND NOT DIVERTED FROM THEIR INTENDED USE.
Schedule I (Form 990) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Peter Salovey
Trustee & President 		(i)

(ii)		 1,552,669
-------------
0 		0
-------------
0 		782,860
-------------
0 		37,245
-------------
0 		80,568
-------------
0 		2,453,342
-------------
0 		180,000
-------------
0
2Pericles Lewis
Former VP for Global Strategy 		(i)

(ii)		 517,293
-------------
0 		0
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		89,906
-------------
0 		666,944
-------------
0 		0
-------------
0
3Benjamin Polak
Former Provost 		(i)

(ii)		 473,533
-------------
0 		0
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		26,557
-------------
0 		559,835
-------------
0 		0
-------------
0
4Karen Peart
Former Interim VP for Communications 		(i)

(ii)		 238,586
-------------
0 		0
-------------
0 		0
-------------
0 		24,945
-------------
0 		13,858
-------------
0 		277,389
-------------
0 		0
-------------
0
5Alexander E Dreier
Sr VP for Institutional Affairs 		(i)

(ii)		 808,718
-------------
0 		0
-------------
0 		72,500
-------------
0 		37,245
-------------
0 		70,814
-------------
0 		989,277
-------------
0 		0
-------------
0
6Jack Michael Bellamy
VP for Facilities, Campus Development & Sustainability 		(i)

(ii)		 538,135
-------------
0 		50,000
-------------
0 		75,401
-------------
0 		37,245
-------------
0 		5,109
-------------
0 		705,890
-------------
0 		0
-------------
0
7Jack F Callahan Jr
Sr VP for Operations 		(i)

(ii)		 828,950
-------------
0 		0
-------------
0 		0
-------------
0 		37,245
-------------
0 		47,182
-------------
0 		913,377
-------------
0 		0
-------------
0
8Joan E O'Neill
VP for Alumni Affairs & Development 		(i)

(ii)		 740,975
-------------
0 		0
-------------
0 		76,388
-------------
0 		37,245
-------------
0 		37,993
-------------
0 		892,601
-------------
0 		0
-------------
0
9John Barden
VP for Technology and Campus Services 		(i)

(ii)		 472,613
-------------
0 		0
-------------
0 		0
-------------
0 		37,245
-------------
0 		37,783
-------------
0 		547,641
-------------
0 		0
-------------
0
10John Whelan
VP for HR 		(i)

(ii)		 412,717
-------------
0 		0
-------------
0 		22,660
-------------
0 		37,245
-------------
0 		39,191
-------------
0 		511,813
-------------
0 		0
-------------
0
11Kimberly M Goff-Crews
Secretary & VP for University Life 		(i)

(ii)		 508,171
-------------
0 		0
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		13,197
-------------
0 		581,113
-------------
0 		0
-------------
0
12Renee Kopkowski
VP for Communications 		(i)

(ii)		 295,612
-------------
0 		25,000
-------------
0 		72,525
-------------
0 		35,839
-------------
0 		23,869
-------------
0 		452,845
-------------
0 		0
-------------
0
13Scott A Strobel
Provost 		(i)

(ii)		 853,238
-------------
0 		0
-------------
0 		34,649
-------------
0 		37,245
-------------
0 		27,218
-------------
0 		952,350
-------------
0 		0
-------------
0
14Stephen C Murphy
VP for Finance & CFO 		(i)

(ii)		 574,124
-------------
0 		0
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		109,524
-------------
0 		743,393
-------------
0 		0
-------------
0
15Alexander C Banker
Former Director of Investments 		(i)

(ii)		 639,138
-------------
0 		945,863
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		42,330
-------------
0 		1,687,076
-------------
0 		240,000
-------------
0
16Robert J Alpern
Former Dean, School of Medicine 		(i)

(ii)		 321,909
-------------
0 		0
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		2,548
-------------
0 		384,202
-------------
0 		0
-------------
0
17Dean J Takahashi
Former Sr Director, Investments 		(i)

(ii)		 168,616
-------------
0 		0
-------------
0 		372,096
-------------
0 		20,995
-------------
0 		31,979
-------------
0 		593,686
-------------
0 		0
-------------
0
18Matthew S T Mendelsohn
Chief Investment Officer 		(i)

(ii)		 861,462
-------------
0 		1,436,169
-------------
0 		22,500
-------------
0 		2,085,120
-------------
0 		37,839
-------------
0 		4,443,090
-------------
0 		562,289
-------------
0
19Nancy J Brown
Dean, School of Medicine 		(i)

(ii)		 1,086,144
-------------
0 		0
-------------
0 		44,813
-------------
0 		37,245
-------------
0 		21,080
-------------
0 		1,189,282
-------------
0 		0
-------------
0
20Amelia Chivetta
Managing Director, Investments 		(i)

(ii)		 714,746
-------------
0 		930,940
-------------
0 		25,462
-------------
0 		37,245
-------------
0 		14,721
-------------
0 		1,723,114
-------------
0 		0
-------------
0
21Alex Hetherington
Managing Director, Investments 		(i)

(ii)		 708,074
-------------
0 		1,042,313
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		35,722
-------------
0 		1,845,854
-------------
0 		0
-------------
0
22John Ricotta
Managing Director, Investments 		(i)

(ii)		 705,080
-------------
0 		975,489
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		37,972
-------------
0 		1,778,286
-------------
0 		0
-------------
0
23Murat Gunel
Chair, Neurosurgery 		(i)

(ii)		 1,410,853
-------------
0 		250,000
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		50,380
-------------
0 		1,770,978
-------------
0 		0
-------------
0
24Timothy R Sullivan
Sr Director of Private Equity 		(i)

(ii)		 792,754
-------------
0 		1,242,348
-------------
0 		22,500
-------------
0 		37,245
-------------
0 		41,154
-------------
0 		2,136,001
-------------
0 		340,000
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a First-class or charter travel ON OCCASION DURING THE CALENDAR YEAR 2023, 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 2023 IN ACCORDANCE WITH THE POLICY. UNDER APPLICABLE RULES, AMOUNTS FOR SUCH TRAVEL WERE NOT REPORTED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUALs. In addition, one Key Employee traveled first class on a commercial flight during 2023 due to special circumstances and pursuant to university POLICY. UNDER APPLICABLE RULES, AMOUNTS FOR SUCH TRAVEL WERE NOT REPORTED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUAL.
Schedule J, Part I, Line 1a 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. Under applicable rules, the cost of travel was not required to be reported as taxable compensation to the listed individual.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Three OFFICERS RECEIVED TAX GROSS-UP PAYMENTS DURING THE CALENDAR YEAR 2023 FOR CERTAIN LIMITED TAXABLE BENEFITS BASED ON THEIR ESTIMATED RELATED TAX OBLIGATIONS. THESE PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE LISTED INDIVIDUALS.
Schedule J, Part I, Line 1a Housing allowance or residence for personal 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. In addition, in his capacity as Dean of Yale College, a former officer is required to live on campus AS A CONDITION OF HIS EMPLOYMENT AND FOR THE CONVENIENCE OF THE UNIVERSITY. THE ESTIMATED FAIR MARKET RENTAL VALUE OF THe HOUSING for both individuals IS INCLUDED AS A NONTAXABLE BENEFIT IN SCHEDULE J, PART II, COLUMN (D). One OFFICER Was PROVIDED a UNIVERSITY RESIDENCE FOR PERSONAL USE DURING THE CALENDAR YEAR 2023. THE VALUE OF THE RESIDENCE WAS DETERMINED PURSUANT TO IRC SECTION 119(D), AS REQUIRED, AND TREATED AS TAXABLE COMPENSATION. IN ADDITION, ONE OFFICER RECEIVED A HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL DURING THE CALENDAR YEAR 2023.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees The university paid membership dues for one key employee during the calendar year 2023 which was used 100% for business purposes. Under applicable rules, the value of the membership was not required to be reported as taxable compensation to the individual.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan CERTAIN LISTED PERSONS PARTICIPATED IN SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR 2023 AS DESCRIBED BELOW: THE UNIVERSITY HAS AGREED TO SUPPLEMENT THE PRESIDENT'S RETIREMENT INCOME BY MAKING AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN, SUBJECT TO VESTING CONDITIONS BASED ON CONTINUING SERVICE TO THE UNIVERSITY AND ADJUSTED FOR EARNINGS BASED ON POSITIVE PERFORMANCE OF THE ENDOWMENT. A portion of this benefit VESTED IN 2023 AND IS REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III). The university previously awarded a bonus to a former key employee that was taxed in the year awarded and subject to deferred payment with adjustments upward or downward depending on performance of the endowment. This former key employee CONTINUES TO RECEIVE EARNINGS RELATED TO PREVIOUSLY AWARDED DEFERRED BONUSES. The earnings associated with the previously awarded deferred bonus paid in 2023 are reflected in Schedule J, Part II, Column (B)(III).
Schedule J, Part I, Line 7 Non-fixed payments THE UNIVERSITY PAID one key employee, one former Key Employee and four 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 one HIGHLY COMPENSATED EMPLOYEE ADDITIONAL COMPENSATION PURSUANT TO a CLINICAL INCENTIVE PLAN. THE PAYMENT is REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II).
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception THERE was one key employee WITH RESPECT TO WHOM AMOUNTS WERE REPORTED IN PART VII WHERE THOSE AMOUNTS WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). THE COMPENSATION WAS ALSO APPROVED PURSUANT TO PROCESSES CONSISTENT WITH THE REBUTTABLE PRESUMPTION PROCEDURE DESCRIBED IN REGS. SECTION 53.4958-6(C).
Schedule J, Part I, Line 1a Benefits provided EACH ONE OF THE BENEFITS THAT WAS CHECKED WAS PROVIDED PURSUANT TO A WRITTEN POLICY.
Schedule J, Part II, Column (D) Nontaxable Benefits 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.
Schedule J (Form 990) 2023

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Yale University
 
Employer identification number
06-0646973
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774LZC2 01-08-2003 250,000,000 SEE PART VI   X   X   X
B STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774UU60 02-24-2010 579,984,034 SEE PART VI   X   X   X
C STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YPD3 07-02-2013 100,000,000 SEE PART VI   X   X   X
D STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YRW9 07-23-2014 250,000,000 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YWE3 07-01-2015 300,000,000 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YJ99 07-01-2016 399,995,657 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YX44 06-07-2017 199,998,620 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YX69 06-07-2017 249,989,726 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774Y3D7 12-22-2017 452,759,255 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774Y4X2 07-02-2018 79,969,108 See Part VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 125,000,000 247,456,317 0 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 252,221,323 580,160,339 100,000,000 250,108,651
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 252,221,323 490,643,522 0 250,108,651
11 Other spent proceeds ............. 0 89,516,817 100,000,000 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2009 2012 2007 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0.5 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0.5 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X     X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 PROCEEDS TOTAL PROCEEDS OF ISSUE REPRESENT THE ISSUE PRICE (PART I, COLUMN (E)) PLUS ANY INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b PRIVATE BUSINESS USE 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, Line 3d PRIVATE BUSINESS USE 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, Line 4 PRIVATE BUSINESS USE 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, Line 5 PRIVATE BUSINESS USE 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, LINES 4-6 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 III PRIVATE BUSINESS USE, LINES 4-6 CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): A PORTION OF THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; ONLY THE PRIVATE BUSINESS USE PERTAINING TO THE PORTION OF THE 06/07/17 ISSUE THAT REFUNDED A POST-2002 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION 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, 2020 WAS NEGATIVE.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 1/8/2003 (CUSIP# 20774LZC2) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 2/24/2010 (CUSIP# 20774UU60) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES W BONDS ISSUED 4/2002
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/2/2013 (CUSIP# 20774YPD3) - TO FULLY REDEEM CHEFA SERIES X1 BONDS ISSUED 1/2003
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/1/2015 (CUSIP# 20774YWE3) - TO FULLY REDEEM CHEFA SERIES Y1, Y2, AND Y3 BONDS ISSUED 10/2005
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/1/2016 (CUSIP# 20774YJ99) - TO FULLY REDEEM CHEFA SERIES Z1 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX44) - TO FULLY REDEEM CHEFA SERIES Z2 AND Z3 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX69) - TO FULLY REDEEM CHEFA SERIES T1 AND X3 BONDS ISSUED 11/1997 AND 1/2003, RESPECTIVELY
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 12/22/2017 (CUSIP# 20774Y3D7) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES 2010A-2 BONDS ISSUED 2/2010
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 07/02/2018 (CUSIP# 20774Y4X2) - TO FULLY REDEEM CHEFA SERIES 2010A-1 BONDS ISSUED 2/2010
Schedule K, Part III Private Business Use, Lines 4-6 CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; NO PRIVATE BUSINESS USE OF THE 07/02/18 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 12/22/17 (CUSIP# 20774Y3D7): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 1, 2023 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 01/08/03 (CUSIP# 20774LZC2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 01/08/2023 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/02/13 (CUSIP# 20774YPD3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2023 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 23, 2019 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/01/15 (CUSIP# 20774YWE3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2020 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/01/16 (CUSIP# 20774YJ99): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2021 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX44): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2023 resulted in no liability.
Schedule K, Part III, Line 8a Private Business Use One parcel of real property, as to which tax-exempt bond proceeds were used to finance only improvements thereon and not the real property itself, was sold after the improvements had no remaining economic life and had been written off by the University. Proceeds from the sale were attributable solely to the value of the land transferred.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 01/08/2023
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 02/24/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2023
Schedule K, Part IV, Line 2c COLUMN D Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/23/2019
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2020
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2021
Schedule K, Part IV, Line 2c COLUMN C Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN D Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2023
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2023
Schedule K (Form 990) 2023

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Yale University
 
Employer identification number
06-0646973
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774LZC2 01-08-2003 250,000,000 SEE PART VI   X   X   X
B STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774UU60 02-24-2010 579,984,034 SEE PART VI   X   X   X
C STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YPD3 07-02-2013 100,000,000 SEE PART VI   X   X   X
D STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YRW9 07-23-2014 250,000,000 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YWE3 07-01-2015 300,000,000 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YJ99 07-01-2016 399,995,657 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YX44 06-07-2017 199,998,620 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YX69 06-07-2017 249,989,726 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774Y3D7 12-22-2017 452,759,255 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774Y4X2 07-02-2018 79,969,108 See Part VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 125,000,000 247,456,317 0 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 252,221,323 580,160,339 100,000,000 250,108,651
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 252,221,323 490,643,522 0 250,108,651
11 Other spent proceeds ............. 0 89,516,817 100,000,000 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2009 2012 2007 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0.5 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0.5 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X     X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 PROCEEDS TOTAL PROCEEDS OF ISSUE REPRESENT THE ISSUE PRICE (PART I, COLUMN (E)) PLUS ANY INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b PRIVATE BUSINESS USE 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, Line 3d PRIVATE BUSINESS USE 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, Line 4 PRIVATE BUSINESS USE 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, Line 5 PRIVATE BUSINESS USE 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, LINES 4-6 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 III PRIVATE BUSINESS USE, LINES 4-6 CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): A PORTION OF THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; ONLY THE PRIVATE BUSINESS USE PERTAINING TO THE PORTION OF THE 06/07/17 ISSUE THAT REFUNDED A POST-2002 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION 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, 2020 WAS NEGATIVE.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 1/8/2003 (CUSIP# 20774LZC2) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 2/24/2010 (CUSIP# 20774UU60) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES W BONDS ISSUED 4/2002
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/2/2013 (CUSIP# 20774YPD3) - TO FULLY REDEEM CHEFA SERIES X1 BONDS ISSUED 1/2003
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/1/2015 (CUSIP# 20774YWE3) - TO FULLY REDEEM CHEFA SERIES Y1, Y2, AND Y3 BONDS ISSUED 10/2005
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/1/2016 (CUSIP# 20774YJ99) - TO FULLY REDEEM CHEFA SERIES Z1 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX44) - TO FULLY REDEEM CHEFA SERIES Z2 AND Z3 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX69) - TO FULLY REDEEM CHEFA SERIES T1 AND X3 BONDS ISSUED 11/1997 AND 1/2003, RESPECTIVELY
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 12/22/2017 (CUSIP# 20774Y3D7) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES 2010A-2 BONDS ISSUED 2/2010
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 07/02/2018 (CUSIP# 20774Y4X2) - TO FULLY REDEEM CHEFA SERIES 2010A-1 BONDS ISSUED 2/2010
Schedule K, Part III Private Business Use, Lines 4-6 CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; NO PRIVATE BUSINESS USE OF THE 07/02/18 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 12/22/17 (CUSIP# 20774Y3D7): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 1, 2023 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 01/08/03 (CUSIP# 20774LZC2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 01/08/2023 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/02/13 (CUSIP# 20774YPD3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2023 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 23, 2019 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/01/15 (CUSIP# 20774YWE3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2020 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/01/16 (CUSIP# 20774YJ99): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2021 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX44): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2023 resulted in no liability.
Schedule K, Part III, Line 8a Private Business Use One parcel of real property, as to which tax-exempt bond proceeds were used to finance only improvements thereon and not the real property itself, was sold after the improvements had no remaining economic life and had been written off by the University. Proceeds from the sale were attributable solely to the value of the land transferred.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 01/08/2023
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 02/24/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2023
Schedule K, Part IV, Line 2c COLUMN D Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/23/2019
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2020
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2021
Schedule K, Part IV, Line 2c COLUMN C Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN D Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2023
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2023
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Yale University
 
Employer identification number
06-0646973
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774LZC2 01-08-2003 250,000,000 SEE PART VI   X   X   X
B STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774UU60 02-24-2010 579,984,034 SEE PART VI   X   X   X
C STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YPD3 07-02-2013 100,000,000 SEE PART VI   X   X   X
D STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YRW9 07-23-2014 250,000,000 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YWE3 07-01-2015 300,000,000 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YJ99 07-01-2016 399,995,657 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YX44 06-07-2017 199,998,620 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774YX69 06-07-2017 249,989,726 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774Y3D7 12-22-2017 452,759,255 SEE PART VI   X   X   X
STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
  		06-0806186 20774Y4X2 07-02-2018 79,969,108 See Part VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 125,000,000 247,456,317 0 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 252,221,323 580,160,339 100,000,000 250,108,651
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 252,221,323 490,643,522 0 250,108,651
11 Other spent proceeds ............. 0 89,516,817 100,000,000 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2009 2012 2007 2017
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		  X X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?   X   X   X   X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0.5 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0.5 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X     X X     X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 PROCEEDS TOTAL PROCEEDS OF ISSUE REPRESENT THE ISSUE PRICE (PART I, COLUMN (E)) PLUS ANY INVESTMENT EARNINGS.
Schedule K, Part III, Line 3b PRIVATE BUSINESS USE 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, Line 3d PRIVATE BUSINESS USE 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, Line 4 PRIVATE BUSINESS USE 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, Line 5 PRIVATE BUSINESS USE 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, LINES 4-6 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 III PRIVATE BUSINESS USE, LINES 4-6 CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): A PORTION OF THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; ONLY THE PRIVATE BUSINESS USE PERTAINING TO THE PORTION OF THE 06/07/17 ISSUE THAT REFUNDED A POST-2002 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION 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, 2020 WAS NEGATIVE.
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 1/8/2003 (CUSIP# 20774LZC2) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 2/24/2010 (CUSIP# 20774UU60) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES W BONDS ISSUED 4/2002
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/2/2013 (CUSIP# 20774YPD3) - TO FULLY REDEEM CHEFA SERIES X1 BONDS ISSUED 1/2003
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/1/2015 (CUSIP# 20774YWE3) - TO FULLY REDEEM CHEFA SERIES Y1, Y2, AND Y3 BONDS ISSUED 10/2005
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 7/1/2016 (CUSIP# 20774YJ99) - TO FULLY REDEEM CHEFA SERIES Z1 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX44) - TO FULLY REDEEM CHEFA SERIES Z2 AND Z3 BONDS ISSUED 10/2007
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 6/7/2017 (CUSIP# 20774YX69) - TO FULLY REDEEM CHEFA SERIES T1 AND X3 BONDS ISSUED 11/1997 AND 1/2003, RESPECTIVELY
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 12/22/2017 (CUSIP# 20774Y3D7) - TO FINANCE FACILITIES, ADDITIONS, IMPROVEMENTS, AND RENOVATIONS, AND TO FULLY REDEEM CHEFA SERIES 2010A-2 BONDS ISSUED 2/2010
Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE CHEFA BONDS ISSUED 07/02/2018 (CUSIP# 20774Y4X2) - TO FULLY REDEEM CHEFA SERIES 2010A-1 BONDS ISSUED 2/2010
Schedule K, Part III Private Business Use, Lines 4-6 CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): THE BOND ISSUE WAS A CURRENT REFUNDING OF A PRE-2003 ISSUE; NO PRIVATE BUSINESS USE OF THE 07/02/18 ISSUE IS REPORTED.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 12/22/17 (CUSIP# 20774Y3D7): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 1, 2023 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 01/08/03 (CUSIP# 20774LZC2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 01/08/2023 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/02/13 (CUSIP# 20774YPD3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2023 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 7/23/2014 (CUSIP# 20774YRW9): A PORTION OF THE BOND ISSUE IS SUBJECT TO REBATE. THE REBATE LIABILITY COMPUTED AT JULY 23, 2019 WAS NEGATIVE.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/01/15 (CUSIP# 20774YWE3): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2020 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/01/16 (CUSIP# 20774YJ99): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/01/2021 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX44): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 06/07/17 (CUSIP# 20774YX69): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 06/07/2022 resulted in no liability.
Schedule K, Part IV, Line 2c ARBITRAGE CALCULATION CHEFA BONDS ISSUED 07/02/18 (CUSIP# 20774Y4X2): We are acknowledging that we are aware of the computation requirement even though no funds were subject to rebate. The rebate liability computed at 07/02/2023 resulted in no liability.
Schedule K, Part III, Line 8a Private Business Use One parcel of real property, as to which tax-exempt bond proceeds were used to finance only improvements thereon and not the real property itself, was sold after the improvements had no remaining economic life and had been written off by the University. Proceeds from the sale were attributable solely to the value of the land transferred.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 01/08/2023
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 02/24/2020
Schedule K, Part IV, Line 2c COLUMN C Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2023
Schedule K, Part IV, Line 2c COLUMN D Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/23/2019
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2020
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2021
Schedule K, Part IV, Line 2c COLUMN C Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN D Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 06/07/2022
Schedule K, Part IV, Line 2c COLUMN A Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/01/2023
Schedule K, Part IV, Line 2c COLUMN B Issuer name: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 07/02/2023
Schedule K (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
(1) Nancy J Brown
  		Key Employee Housing   X 100,000 11,666   No   No Yes  
(2) Nancy J Brown
  		Key Employee Housing   X 100,000 100,000   No   No Yes  
Total ............... $ 111,666
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
(1)  
  		  129,500 scholarships See Part V
(2)  
  		  4,500 Tuition Reimbursements See Part V
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2023
Schedule L (Form 990) 2023
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) STEFANIE MARKOVITS
  		SPOUSE OF BENJAMIN POLAK, A FORMER OFFICER 237,346 COMPENSATION AND BENEFITS, PROFESSOR OF ENGLISH   No
(2) PAT PREISIG
  		SPOUSE OF ROBERT ALPERN, A Former KEY EMPLOYEE 247,323 COMPENSATION AND BENEFITS, PROFESSOR, MEDICINE (NEPHROLOGY) AND CELLULAR AND MOLECULAR PHYSIOLOGY   No
(3) Wendy Sharp
  		SPOUSE OF DEAN TAKAHASHI, A FORMER KEY EMPLOYEE 125,298 COMPENSATION AND BENEFITS, Assistant Professor Adjunct, School of Music   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part II, Column (h) LOAN APPROVAL THE LOANs REPORTED ON SCHEDULE L, PART II Were MADE AND APPROVED PURSUANT TO UNIVERSITY COMPENSATION POLICIES.
Schedule L, Part III, Column (e) Purpose of assistance The scholarship grants represent amounts awarded to interested persons under the university's nondiscriminatory qualified tuition reduction plan covering all eligible faculty and staff with six or more years of service. In addition, an interested person received tuition reimbursements which qualified as a working condition fringe benefit under IRC Section 132(d).
Schedule L (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 77 0 Other - N/A
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 0 Other
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 888 152,115,294 Market value
10 Securities—Closely held stock . X 5 7,965,001 Other - Sale of Comp. Property
11 Securities—Partnership, LLC,
or trust interests .... 		X 5 1,811,536 Other - Sale of Comp. Property
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ... X 2 1,350,519 Other - SALE OF COMP. PROPERTY
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts .... X 1 0 Other - N/A
23 Scientific specimens .. X 3 0 Other - N/A
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Equipment ) X 1 0 Other - N/A
26 Other Right pointing arrow large image ( Furniture ) X 1 0 Other - N/A
27 Other Right pointing arrow large image ( royalty interest in literary/musical works, self-created work ) X 1 0 Other - N/A
28 Other Right pointing arrow large image ( Digital Assets ) X 1 25,674 Market value
Other Right pointing arrow large image ( rights interest in literary/musical works, self-created work ) X 1 0 Other - N/A
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
46
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2023)
Schedule M (Form 990) (2023)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions OCCASIONALLY, THE UNIVERSITY ENGAGES THIRD PARTIES (E.G., REAL ESTATE BROKERS, AUCTION HOUSES, INVESTMENT BROKERS) TO SELL CERTAIN NON-CASH CONTRIBUTIONS.
Schedule M, Part I, Line 33 Noncash contribution amounts not reported 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 M, Part I Explanations of reporting method for number of contributions Art - Works of art - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Books and publications - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Publicly traded - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - Equipment AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Partnership, LLC, or trust interests - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Securities - Closely held stock - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - Furniture AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - royalty interest in literary/musical works, self-created work AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Real estate - Other - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Historical artifacts - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Scientific specimens - AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - Digital Assets AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY. Other - rights interest in literary/musical works, self-created work AMOUNTS REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED AND RECORDED IN THE CENTRAL CONTRIBUTION DATABASE OF THE UNIVERSITY.
Schedule M (Form 990) (2023)

Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Return Reference Explanation
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 15,000 DURING FYE 6/30/24.
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 4d Description of other program services (Expenses $ 826,650,345 including grants of $ 15,993,617)(Revenue $ 135,551,689) OTHER PROGRAM SERVICES INCLUDE ACADEMIC SUPPORT, PUBLIC SERVICE, AND OTHER INSTITUTIONAL SUPPORT.
Form 990, Part VI, Line 1b NUMBER OF VOTING MEMBERS WHO ARE INDEPENDENT THERE ARE TWO EX-OFFICIO TRUSTEES, THE GOVERNOR OF CONNECTICUT AND THE LIEUTENANT GOVERNOR OF CONNECTICUT. HISTORICALLY, THESE INDIVIDUALS DO NOT PARTICIPATE IN GOVERNANCE ACTIVITIES AT THE UNIVERSITY AND THEY ARE REPORTED AS INDEPENDENT.
Form 990, Part VI, Line 4 Significant changes to organizational documents During the FYE 6/30/24, a corporation resolution was amended to make more uniform the monetary thresholds for corporation approval of certain transactions, adjust the signature authority of certain officers, and update the position titles or descriptions for a senior vice president and two vice presidents. In addition, during the FYE 6/30/24 the Yale Corporation By-Laws were amended to update the name of the Peabody Museum.
Form 990, Part VI, Line 5 Diversion of organization assets THE UNIVERSITY HAS A SYSTEM OF INTERNAL CONTROLS DESIGNED TO PREVENT AND IDENTIFY THE DIVERSION OF ITS ASSETS. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE UNIVERSITY BECAME AWARE OF INAPPROPRIATE DIVERSIONS OF UNIVERSITY FUNDS TOTALING APPROXIMATELY $506,000 INVOLVING TEN UNIVERSITY EMPLOYEES, ACTING SEPARATELY, WHO FALSELY CHARGED AND MISREPRESENTED PERSONAL EXPENSES AS BUSINESS EXPENSES ON UNIVERSITY- ISSUED PURCHASING CARDS. ONCE THE FRAUD WAS DISCOVERED, YALE CONDUCTED A THOROUGH INTERNAL INVESTIGATION AND CONCLUDED THAT NO OFFICERS, TRUSTEES, DISQUALIFIED PERSONS, OR OTHER EMPLOYEES WERE COMPLICIT IN THE DIVERSION OF THESE FUNDS. YALE TOOK NECESSARY ACTION WHICH INCLUDED NOTIFYING RELEVANT LAW ENFORCEMENT AUTHORITIES AS APPROPRIATE, FULLY COOPERATING WITH THEIR INVESTIGATION, AND EITHER TERMINATING THE EMPLOYMENT OF EMPLOYEES INVOLVED OR SUBJECTING THEM TO DISCIPLINARY ACTION PURSUANT TO UNIVERSITY POLICY. YALE HAS ACTED TO PREVENT FUTURE DIVERSIONS BY FURTHER STRENGTHENING ITS FINANCIAL PROCESSES, POLICIES, AND INTERNAL CONTROLS. SPECIFICALLY, YALE HAS EXPANDED EFFORTS TO PROMOTE A STRONG INTERNAL CONTROL CULTURE, CLARIFY ROLES AND RESPONSIBILITIES, DEVELOP A RISK-BASED QUALITY ASSURANCE FUNCTION, PROVIDE A ROBUST COMPLIANCE TRAINING PROGRAM FOCUSED ON ETHICS, INTERNAL CONTROLS, AND FRAUD AWARENESS, AND STRENGTHEN FEEDBACK LOOPS THAT LEAD TO CONTINUOUS IMPROVEMENT AND ACCOUNTABILITY. THESE UNIVERSITY-WIDE INITIATIVES WILL CONTRIBUTE TO ADVANCING A STRONG CULTURE OF FINANCIAL INTEGRITY, ACCOUNTABILITY, INSIGHT AND STEWARDSHIP OF YALE RESOURCES.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE GOVERNING BODY INCLUDES SIX ALUMNI TRUSTEES WHO ARE ELECTED BY THE ALUMNI.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS REVIEWED BY SENIOR MANAGEMENT. IN ADDITION, THE UNIVERSITY DISTRIBUTED A DRAFT COPY OF FORM 990 TO THE CORPORATION AUDIT COMMITTEE, COMPRISED OF four MEMBERS OF THE UNIVERSITY'S GOVERNING BODY. MEMBERS OF SENIOR MANAGEMENT MET WITH CERTAIN UNIVERSITY OFFICERS AND THE CORPORATION AUDIT COMMITTEE TO DISCUSS THE DRAFT FORM 990 AND ANSWER ANY QUESTIONS PRIOR TO FILING.
Form 990, Part VI, Line 12c Conflict of interest policy THE YALE UNIVERSITY CONFLICT OF INTEREST POLICY OBLIGATES EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE TO PROMPTLY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DEFINED IN THE POLICY. EACH SUCH PERSON MUST SIGN A STATEMENT ANNUALLY AFFIRMING THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTOR AND MEMBERS OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST, THE INTERESTED PERSON IS EXCUSED FROM THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS MADE, AND IS RECUSED FROM PARTICIPATING IN ANY VOTE ON THE MATTER.
Form 990, Part VI, Line 15a Process to establish compensation of top management official THE annual PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT INCLUDED INITIAL REVIEW BY THE COMMITTEE ON COMPENSATION (THE COMPENSATION COMMITTEE) OF THE YALE CORPORATION (YALE UNIVERSITY'S GOVERNING BOARD), A RECOMMENDATION VOTED BY THE COMMITTEE TO THE YALE CORPORATION, AND FULL REVIEW AND VOTE BY THE YALE CORPORATION. BOTH REVIEWS INCLUDED REVIEW OF THE COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT OTHER UNIVERSITIES, AS COMPILED BY A PROFESSIONAL COMPENSATION CONSULTANT RETAINED BY THE COMPENSATION COMMITTEE FOR THE PURPOSE, AND REVIEW OF INFORMATION ON SUCH COMPARABLE POSITIONS FROM IRS FORMS 990 FOR SIMILAR ORGANIZATIONS; BOTH REVIEWS CONSIDERED SUCH DATA IN LIGHT OF THE PERFORMANCE OF THE PRESIDENT, WHICH WAS REVIEWED BY THE COMPENSATION COMMITTEE AND BY THE YALE CORPORATION. THE PROCEEDINGS OF THE COMPENSATION COMMITTEE AND THE PROCEEDINGS OF THE YALE CORPORATION EACH WERE DOCUMENTED IN MINUTES OF THE RESPECTIVE BODY, CONTEMPORANEOUSLY ADOPTED AND RETAINED IN THE RECORDS OF THE RESPECTIVE BODY, ALONG WITH THE DATA ON COMPARABLE COMPENSATION THAT WAS RELIED UPON.
Form 990, Part VI, Line 15b Process to establish compensation of other employees THE annual PROCESS FOR DETERMINING COMPENSATION OF THE OFFICERS CONSISTED OF REVIEW BY THE COMPENSATION COMMITTEE OF THE RECOMMENDATIONS MADE BY THE PRESIDENT, CONSIDERING THE PERFORMANCE OF EACH OFFICER, AND REVIEW OF DATA ON COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS, AS COLLECTED BY A PROFESSIONAL COMPENSATION CONSULTANT THROUGH SURVEYS; THE COMPENSATION COMMITTEE VOTED RECOMMENDATIONS ON COMPENSATION OF SUCH INDIVIDUALS TO THE YALE CORPORATION. THE YALE CORPORATION RECEIVED THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE, AND DISCUSSED THESE WITH THE PRESIDENT, WHO REVIEWED THE PERFORMANCE OF EACH OFFICER WITH THE YALE CORPORATION, AND ALSO THE COMPARABLE COMPENSATION INFORMATION. THE YALE CORPORATION THEN VOTED ON THE COMPENSATION OF EACH OFFICER. THE PROCEEDINGS OF THE COMPENSATION COMMITTEE AND OF THE CORPORATION EACH WERE DOCUMENTED IN MINUTES CONTEMPORANEOUSLY ADOPTED AND RETAINED IN THE RECORDS OF THE RESPECTIVE BODY, ALONG WITH THE DATA ON COMPARABLE COMPENSATION THAT WAS RELIED UPON. OF THE KEY EMPLOYEES, THE COMPENSATION OF THE DEAN, SCHOOL OF MEDICINE WAS RECOMMENDED BY THE PRESIDENT TO THE COMPENSATION COMMITTEE, AND REVIEWED BY THAT COMMITTEE IN CONJUNCTION WITH ITS REVIEW OF THE PERFORMANCE OF THE DEAN AND CONSIDERATION OF DATA ON THE COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT OTHER INSTITUTIONS COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION, AND CONTEMPORANEOUSLY DOCUMENTED ITS PROCEEDINGS IN MINUTES RETAINED IN ITS RECORDS ALONG WITH THE COMPENSATION DATA RELIED UPON. WITH RESPECT TO THE CHIEF INVESTMENT OFFICER, 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 the Chief Investment Officer, INVESTMENT PERFORMANCE OF THE YALE ENDOWMENT OVER DESIGNATED PERIODS, OTHER PERFORMANCE-RELATED INFORMATION, AND AN ANALYSIS OF THE COMPENSATION OF SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT TAXABLE AND TAX-EXEMPT ORGANIZATIONS PREPARED BY AN INDEPENDENT COMPENSATION CONSULTANT RETAINED FOR THE PURPOSE. THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY DOCUMENTED ITS PROCEEDINGS IN MINUTES RETAINED IN ITS RECORDS ALONG WITH THE COMPENSATION DATA RELIED UPON. NO MEMBER OF THE YALE CORPORATION WHO HAD A CONFLICT OF INTEREST WITH RESPECT TO A COMPENSATION ARRANGEMENT DESCRIBED ABOVE (I.E., BY VIRTUE OF A FAMILY OR BUSINESS RELATIONSHIP) PARTICIPATED IN THE COMPENSATION COMMITTEE REVIEW OR THE VOTE OF THE YALE CORPORATION WITH RESPECT TO SUCH COMPENSATION ARRANGEMENT.
Form 990, Part VI, Line 19 Required documents available to the public THE UNIVERSITY'S GOVERNING DOCUMENTS, INCLUDING ANY AMENDMENTS, FINANCIAL STATEMENTS AND Institutional STANDARDS OF CONDUCT ARE AVAILABLE ON THE UNIVERSITY'S WEBSITE OR UPON REQUEST.
Form 990, Part VII, Section A, Line 1a, Column (B) AVERAGE HOURS PER WEEK 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 A, Line 1a, Column (A) Continuation of titles for each listed person PETER SALOVEY: Professor of Psychology Alexander C. Banker: Sr Director of Finance Murat Gunel: Professor of Neurosurgery & Professor of Genetics & of Neuroscience Nancy J. Brown: Professor of Internal Medicine Alexander E. Dreier: General Counsel & Sr Counselor to the President SCOTT A. STROBEL: PROFESSOR OF MOLECULAR BIOPHYSICS & BIOCHEMISTRY; PROFESSOR OF CHEMISTRY; HOWARD HUGHES MEDICAL INSTITUTE PROFESSOR PERICLES LEWIS: Dean of Yale College; professor of comparative literature Dean Takahashi: Executive Director, Yale Carbon Containment Lab; Professor Adjunct Emeritus of Management BENJAMIN POLAK: PROFESSOR OF ECONOMICS; PROFESSOR OF MANAGEMENT ROBERT J. ALPERN: PROFESSOR OF MEDICINE (NEPHROLOGY) & professor of cellular & molecular physiology Karen Peart: Associate VP, Public Affairs and Communications
Form 990, Part VIII, Line 2f Other Program Service Revenue All other program service revenue - Total Revenue: 43223654, Related or Exempt Function Revenue: 41932778, Unrelated Business Revenue: 1290876, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part IX, Line 24 UNRELATED BUSINESS INCOME TAX OTHER EXPENSES INCLUDE $1,096,618 OF STATE UNRELATED BUSINESS INCOME TAX.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in funding status of defined benefit plans - XXX-XX-XXXX; Actuarial adjustments for split interest liability - 2837227;
Schedule F, Part I, Line 3 BREAKOUT OF INVESTMENTS PURSUANT TO THE FORM INSTRUCTIONS, THE FOLLOWING IS A BREAKOUT OF AMOUNTS REPORTED AS INVESTMENTS: CENTRAL AMERICA AND THE CARIBBEAN: INVESTMENTS = $7,805,098,821 EXPENDITURES = $63,673,815 EAST ASIA AND THE PACIFIC: INVESTMENTS = $4,650,024 EXPENDITURES = $317,012 EUROPE (INCLUDING ICELAND AND GREENLAND): INVESTMENTS = $1,430,761,138 EXPENDITURES = $37,636,304 NORTH AMERICA (CANADA & MEXICO ONLY): INVESTMENTS = $623,530,911 EXPENDITURES = $6,521,096 SOUTH AMERICA: INVESTMENTS = $0 EXPENDITURES = $198,793 SOUTH ASIA: INVESTMENTS = $0 EXPENDITURES = $56,421 SUB-SAHARAN AFRICA: INVESTMENTS = $196,119,329 EXPENDITURES = $0
Schedule F, Part II SUBWARD 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 II, Line 3 NUMBER OF OTHER ORGANIZATIONS OR ENTITIES 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 III(c) TOTAL AWARDS THE AMOUNTS REPORTED IN COLUMNS (C) AND (D) REPRESENT AN ESTIMATE OF TOTAL AWARDS FOR THE FISCAL YEAR ENDED JUNE 30, 2024, 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, 2024.
Schedule J, Part II, 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.
FORM 990, PART VII, SECTION B, COLUMN(C) COMPENSATION THE AMOUNT REPORTED REPRESENTS DIRECT CASH PAYMENTS MADE DURING THE CALENDAR YEAR 2023 TO INDEPENDENT CONTRACTORS FOR SERVICES. FOR CONSTRUCTION and related SERVICES, THE FEES REPRESENT THE ENTIRE CONTRACT COST.
Schedule B, Part I, Column D Contributor No. 1 THIS CONTRIBUTION REPRESENTS A PLEDGE. IT IS UNKNOWN AT THIS TIME WHETHER THE PLEDGE WILL BE SATISFIED WITH CASH AND/OR NON-CASH PROPERTY.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Yale University
 
Employer identification number

06-0646973
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) Investment Holdco LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
81-4546058 		Investment DE -42,065,883 11,494,025,031 Yale University
 
(2) Boylston LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
46-3324804 		Investment DE 21,397,364 5,333,508,985 Yale University
 
(3) Fir Co LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
92-3328645 		Investment DE -94,440,637 4,761,288,549 Yale University
 
(4) Alder Co LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
92-2885369 		Investment DE 44,169,290 458,645,110 Yale University
 
(5) Anaxagoras LP
C/O Yale University
PO Box 208239
New Haven,CT065208239
85-4296496 		Investment DE 0 160,450,554 Yale University
 
(6) WE 150 Munson LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0233373 		Investment DE 0 29,572,254 Yale University
 
(7) Fenix I LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
26-2863129 		Investment DE 0 28,083,732 Yale University
 
(8) Harbor Hills Investments LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
20-0099423 		Investment DE 0 19,895,657 Yale University
 
(9) WE 2 Church Street South LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
80-0066065 		Investment CT 0 12,202,492 Yale University
 
(10) Renaissance I LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
26-2863298 		Investment DE 0 11,792,181 Yale University
 
(11) ESV Holdings LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
20-3980473 		Investment DE 3,248,567 7,028,782 Yale University
 
(12) WE 135 College Street LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
30-0893138 		Investment DE 0 6,467,555 Yale University
 
(13) Yale Global Enterprises LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-0859961 		Supports Higher Education CT 0 4,575,269 Yale University
 
(14) Alpha 9 LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-0982227 		Investment CT 0 3,451,348 Yale University
 
(15) Motus Fund Ltd
C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1253737 		Investment CJ 13,473,958 3,064,908 Yale University
 
(16) Yale SOM Student Investment Fund LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
83-4065716 		Investment DE 14,399 931,204 Yale University
 
(17) Amistad Partners LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
73-1683601 		Investment CT 0 599,975 Yale University
 
(18) Yale Student Investment Fund LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
46-3851735 		Investment DE 7,933 375,969 Yale University
 
(19) S Property Holding LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-3717440 		Investment CT 0 3 Yale University
 
(20) 41 North LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1594874 		Investment DE 0 0 Yale University
 
(21) Beta 14 LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-0982129 		Investment CT 0 0 Yale University
 
(22) Endurance LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1606540 		Investment DE 0 0 Yale University
 
(23) GSWM Investments LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-3717358 		Investment CT 0 0 Yale University
 
(24) Medical Practice Management LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-1545102 		Administrative Services CT 0 0 Yale University
 
(25) OME Holdings LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-0646973 		Investment DE 0 0 Yale University
 
(26) Overlea LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
82-1445515 		Investment DE 0 0 Yale University
 
(27) Passive Holding LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
22-3783661 		Investment NJ 941,709 0 Yale University
 
(28) Sardous LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
02-0580383 		Investment DE 0 0 Yale University
 
(29) The UK Friends of Yale University Limited
C/O Yale University
PO Box 208239
New Haven,CT065208239
98-0552738 		Accepts charitable contributions UK 1,323,780 0 Yale University
 
(30) Yale Educational Consulting (Beijing) LLC
C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1006940 		Supports Higher Education CH 0 0 Yale Global Enterprises LLC
 
(31) Yale Leadership (Beijing) Educational Consulting Co Ltd
C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1200465 		Supports Higher Education CH 0 0 Yale Global Enterprises LLC
 
Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)3C Corporation
C/O Yale University
PO Box 208239
New Haven,CT065208239
41-2046529 		Investment DC 501(c)(3) Type I Yale University
 
Yes
 
(2)5C Corporation
C/O Yale University
PO Box 208239
New Haven,CT065208239
20-0763050 		Investment DC 501(c)(3) Type I Yale University
 
Yes
 
(3)Alumni Fund Association of Yale University
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6078326 		Encourages and solicits contributions to or for Yale University CT 501(c)(3) Type I Yale University
 
Yes
 
(4)Chapel Company
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1532073 		Inactive CT 501(c)(2)   Yale University
 
Yes
 
(5)Charles A Coffin Memorial Fund
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6034841 		Supports higher education CT 501(c)(3) Type III-O Yale University
 
 
No
(6)Edith B Jackson Trust #3
C/O Yale University
PO Box 208239
New Haven,CT065208239
84-6150096 		Supports higher education CO 501(c)(3) PF Yale University
 
 
No
(7)FW & Elsie Heyl Science Scholarship Fund
C/O Yale University
PO Box 208239
New Haven,CT065208239
38-6194019 		Supports higher education MI 501(c)(3) Type III-O NA
 
 
No
(8)Ford Adelaide D Ten T U W
C/O Yale University
PO Box 208239
New Haven,CT065208239
94-6216169 		Supports higher education NC 501(c)(3) PF Yale University
 
 
No
(9)Founding Fathers Papers Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
22-2365602 		Supports and facilitates publications NJ 501(c)(3) Type I NA
 
 
No
(10)Gruber Foundation the
C/O Yale University
PO Box 208239
New Haven,CT065208239
45-1540594 		Supports higher education DE 501(c)(3) Type I Yale University
 
 
No
(11)Health Benefits Holdings Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1559155 		Investment CT 501(c)(2)   Yale University
 
Yes
 
(12)HR Properties Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1341463 		investment CT 501(c)(2)   Yale University
 
Yes
 
(13)Jonathan Edwards Trust
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6084676 		Supports Higher Education CT 501(c)(3) Type III-FI Yale University
 
 
No
(14)MGHPCC Holyoke Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
45-2257442 		Supports Higher Education MA 501(c)(3) Type I NA
 
 
No
(15)Preston J Dunn TR UW FBO Yale University
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6366026 		Supports higher education CT 501(c)(3) PF Yale University
 
 
No
(16)Preston J Dunn Tr UW FBO Yale University 1928 Alumni Fund
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6366024 		Supports higher education CT 501(c)(3) PF Yale University
 
 
No
(17)RTA Incorporated
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-0768741 		Supports education CT 501(c)(3) Type III-FI NA
 
 
No
(18)Staff Retirement Holdings Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1559156 		Investment CT 501(c)(2)   Yale University
 
Yes
 
(19)Stoeckel E B Residue Trust
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-0653108 		Supports artistic programs CT 501(c)(3) Type III-FI Yale University
 
 
No
(20)The Board of Trustees of the Sheffield Scientific School
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6032565 		Promotes the study of the physical, natural and mathematical sciences CT 501(c)(3) Type II Yale University
 
Yes
 
(21)THE CHIEF EXEC LEADERSHIP INST OF THE YALE SCHOOL OF MGMT INC
C/O Yale University
PO Box 208239
New Haven,CT065208239
58-2617787 		Provides research and peer-driven edu. programs to businesses DE 501(c)(3) Type I Yale University
 
Yes
 
(22)The Massachusetts Green High Performance Computing Center Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
27-3014805 		Supports Higher Education MA 501(c)(3) Type I NA
 
 
No
(23)The Paul Mellon Centre for Studies in British Art
C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1194924 		Promotes and supports study of British art and architecture UK 501(c)(3)   Yale University
 
Yes
 
(24)UW Eugene Higgins Char Trust NMA
C/O Yale University
PO Box 208239
New Haven,CT065208239
13-6073358 		Supports education NY 501(c)(3) Type III-O NA
 
 
No
(25)Yale Alumni Association of Cleveland
C/O Yale University
PO Box 208239
New Haven,CT065208239
34-1218706 		Supports education OH 501(c)(3) Type III-FI NA
 
 
No
(26)Yale Alumni Scholarship of Cleveland Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
34-6523145 		Funds scholarships OH 501(c)(3) Type III-FI NA
 
 
No
(27)Yale Club of Central New Jersey
C/O Yale University
PO Box 208239
New Haven,CT065208239
22-6048686 		Funds scholarships NJ 501(c)(3) Type III-O NA
 
 
No
(28)Yale Club of Maine
C/O Yale University
PO Box 208239
New Haven,CT065208239
01-0516058 		Supports higher education ME 501(c)(3) Type III-O NA
 
 
No
(29)Yale Club of Northwestern Connecticut Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1045553 		Promotes and Supports Activities Between Yale Alumni and Yale University CT 501(c)(3) Type III-O NA
 
 
No
(30)Yale Medical Foundation Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
35-2672947 		To provide outpatient medical care, to conduct research and support educational activities CT 501(c)(3) 10 Yale University
 
Yes
 
(31)Yale Scholarship Fund of Pittsburgh
C/O Yale University
PO Box 208239
New Haven,CT065208239
23-7046816 		Funds scholarships PA 501(c)(3) Type III-FI Yale University
 
 
No
(32)Yale University Elizabethan Club Corp
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-0332975 		Promotes appreciation of literature among membership and community CT 501(c)(3) Type III-FI Yale University
 
Yes
 
(33)Yale University Press London
C/O Yale University
PO Box 208239
New Haven,CT065208239
 Publishes serious works UK 501(c)(3)   Yale University
 
Yes
 
(34)Yale University Retiree Health Benefits Coverage Trust
C/O Yale University
PO Box 208239
New Haven,CT065208239
06-6414276 		501(a) Trust that Supports Yale University CT 501(c)(3) Type II Yale University
 
Yes
 
(35)Yale Wisconsin Scholarship Fund
C/O Yale University
PO Box 208239
New Haven,CT065208239
39-6065573 		Funds scholarships WI 501(c)(3) Type III-O NA
 
 
No
(36)Yale-New Haven Medical Center Inc
C/O Yale University
PO Box 208239
New Haven,CT065208239
23-7440891 		Supports joint programs of Yale-New Haven Hospital and Yale University CT 501(c)(3) Type III-FI NA
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) FOURTH CENTURY LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
41-2046537 		Investment DE Yale University
  		Excluded 972,353,063 7,027,993,511 Yes   19,359,148   No 99.8 %
(2) FIFTH CENTURY LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-0763076 		Investment NV Yale University
  		Excluded 776,643,487 2,070,514,665 Yes   5,001,012   No 99.8 %
(3) FYI Ltd

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-0607425 		Investment CJ New FYI Ltd
  		Excluded 132,488,835 1,514,720,873   No 0   No 77.17 %
(4) Wingspan LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1541518 		Investment CJ Yale University
  		Excluded 132,488,835 1,514,720,873   No 0   No 88.24 %
(5) Farallon Capital Institutional Partners II LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
94-3106692 		Investment CA Yale University
  		Excluded 132,410,146 1,387,363,853 Yes   0   No 90.44 %
(6) Foxway LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-3794906 		Investment DE Yale University
  		Excluded 51,362,643 1,256,630,003   No 0   No 99.07 %
(7) 667 LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
06-1609184 		Investment DE BBF I Holdings LP
  		Excluded 147,257,848 965,621,331   No 0   No 83.73 %
(8) BBF I HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8497574 		Investment NV Fifth Century LP
  		Excluded 498,376,963 745,624,605   No 0   No 99.6 %
(9) LONG TERM VALUE FUND LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-0623624 		Investment CJ LAUREL 2008 LP
  		Excluded 98,125,856 707,816,357 Yes   0   No 92.12 %
(10) YB Institutional LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
04-3431530 		Investment DE Yale University
  		Excluded 19,237,045 585,348,581 Yes   -4,547,013   No 98.8 %
(11) HIGH STREET PARTNERS LTD

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1332371 		Investment CJ Fourth Century LLC
  		Excluded 28,740,835 552,241,617   No 0   No 92.8 %
(12) LAUREL 2008 LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1649501 		Investment NV Fifth Century LP
  		Excluded 193,473,353 505,879,276 Yes   4,207,157   No 99.6 %
(13) CYR HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0788802 		Investment NV Fifth Century LP
  		Excluded 12,709,101 485,239,242   No 0   No 99.6 %
(14) Voyager One Onshore LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
85-4140549 		Investment DE Yale University
  		Excluded 26,497,453 461,072,780   No -5,375,025   No 57.26 %
(15) Long Meadow LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
82-1918656 		Investment DE Yale University
  		Excluded 27,685,659 385,021,172   No 0   No 93.42 %
(16) CRS MASTER FUND LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-2658870 		Investment CJ CRS Fund Ltd
  		Excluded 14,141,006 278,013,263   No 0   No 79.3 %
(17) Panco Strategic Real Estate Fund IV LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
83-1481792 		Investment DE Yale University
  		Excluded 1,615,224 250,209,440 Yes   0   No 57.18 %
(18) WEN YUAN Ltd

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1498670 		Investment CJ Fourth Century LLC
  		Excluded -25,891,360 223,687,866   No 0   No 99.74 %
(19) Itiner VI Victrix LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
84-2824716 		Investment DE Yale University
  		Excluded 3,165,702 162,557,117   No 0   No 100 %
(20) Strategic Residential Fund II LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
04-3584406 		Investment DE Yale University
  		Excluded -2,669,279 160,489,915   No 0   No 95 %
(21) Panco Strategic Real Estate Fund V-R LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
87-1013228 		Investment DE Yale University
  		Excluded 0 159,328,644 Yes   0   No 55.74 %
(22) Manaslu Fund III LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1556897 		Investment CJ Yale University
  		Excluded 1,406,902 127,318,816 Yes   0   No 54.42 %
(23) M&H REALTY PARTNERS VI LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
57-1182074 		Investment CA Fourth Century LLC
  		Excluded -280,670 85,820,607 Yes   0   No 53.17 %
(24) CYR FUND LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0270646 		Investment DE CYR Holdings LP
  		Excluded 1,866,458 68,998,245 Yes   0   No 79.99 %
(25) JPF V HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2008388 		Investment NV Fifth Century LP
  		Excluded 1,540 68,254,332   No 0   No 99.6 %
(26) GLOSTER LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-1263980 		Investment DE Fourth Century LLC
  		Excluded 14,446,824 57,136,327   No 0   No 79.84 %
(27) Typhoon LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
01-0685132 		Investment DE Fourth Century LLC
  		Excluded 2,654,223 55,855,788   No 0   No 73.02 %
(28) Bayroot LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-0390410 		Investment DE Fourth Century LLC
  		Excluded 15,212,019 54,523,821 Yes   0   No 98.81 %
(29) YHG INVESTMENT LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
 Investment CJ HHLR Yali Feeder Ltd
  		Excluded -48,123,265 50,506,481   No 0   No 69.91 %
(30) Yellow Warbler LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0342603 		Investment TX Fourth Century LLC
  		Excluded 216,475,922 49,257,090 Yes   -333,057   No 95.79 %
(31) RAMSGATE VIII LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5259910 		Investment DE Fourth Century LLC
  		Excluded 0 44,410,715   No 0   No 79.84 %
(32) Keyframe 3523 Fund LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
88-1891420 		Investment DE Yale University
  		Excluded 1,922,200 39,878,700 Yes   0   No 95.66 %
(33) The Lyme Forest Fund V TE LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
83-2527383 		Investment DE Yale University
  		Unrelated -61,066 37,723,095   No -267,533   No 86.16 %
(34) PEPF IV HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0290250 		Investment NV Fifth Century LP
  		Excluded 3,788 36,737,205   No 0   No 99.6 %
(35) CAUTHEN VIII LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-2750613 		Investment DE Fourth Century LLC
  		Unrelated -33,792 33,723,171 Yes   95,286   No 79.84 %
(36) RAMSGATE XI LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-5209548 		Investment DE Fourth Century LLC
  		Excluded 0 33,211,988   No 0   No 79.84 %
(37) OMAHA LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
 Investment CA OM Holdings LP
  		Excluded -1,600,515 31,002,431   No 0   No 98.6 %
(38) OSCEOLA LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2008431 		Investment NV Fifth Century LP
  		Excluded 727 29,768,738   No 0   No 79.84 %
(39) WHITEHAVEN XI LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
37-1738599 		Investment DE Fourth Century LLC
  		Excluded 32 29,500,673   No 0   No 79.84 %
(40) EASTON 2007 LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0627974 		Investment NV Fifth Century LP
  		Excluded -1,703,559 29,269,762 Yes   -712   No 99.6 %
(41) TDRC II-A LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5025534 		Investment NV Fifth Century LP
  		Excluded 0 28,100,278   No 0   No 99.6 %
(42) HERNDON LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
37-1659934 		Investment DE Fourth Century LLC
  		Excluded 514,688 26,750,011   No 0   No 79.84 %
(43) ECP II HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0151337 		Investment NV Fifth Century LP
  		Excluded 13,985,754 24,407,233   No 0   No 99.6 %
(44) HERNDON IV LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
47-1698457 		Investment DE Fourth Century LLC
  		Excluded -5,272,997 23,027,766 Yes   267,512   No 79.84 %
(45) Farallon Capital Institutional Partners 25 LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
94-3388317 		Investment DE Yale University
  		Unrelated -5,314,821 22,929,236 Yes   -5,316,792   No 87.26 %
(46) GREENFIELD LAND PARALLEL PARTNERS I LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-4411467 		Investment DE Fourth Century LLC
  		Unrelated -50,019 22,485,266 Yes   -50,145   No 98.8 %
(47) VERNON LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
80-0904292 		Investment DE Fourth Century LLC
  		Excluded 2,390,266 20,422,539   No 0   No 79.84 %
(48) Harbor Hills Development LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
16-1453802 		Investment DE Harbor Hills Holdings LP
  		Unrelated 1,028,412 18,802,345   No 932,180   No 99 %
(49) Sail NH LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
84-4561633 		Investment DE Yale University
  		Excluded 2,214 18,551,192 Yes   0   No 88.65 %
(50) RADFORD LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-5470954 		Investment DE Fourth Century LLC
  		Excluded -2,578,898 17,803,543   No 0   No 79.84 %
(51) SP 8 HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0558478 		Investment NV Fifth Century LP
  		Excluded 25,382 17,042,955   No 0   No 99.6 %
(52) CAUTHEN LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2776143 		Investment DE Fourth Century LLC
  		Excluded 5,696 17,015,205 Yes   150   No 79.84 %
(53) Manaslu Fund II LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1158285 		Investment CJ Fourth Century LLC
  		Excluded 5,702,736 16,450,641 Yes   0   No 61.6 %
(54) ODE IV LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
61-1724296 		Investment DE Fourth Century LLC
  		Excluded 0 15,496,832   No 0   No 79.84 %
(55) WHITEHAVEN X LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
27-5205346 		Investment DE Fourth Century LLC
  		Excluded 2 14,328,112   No 0   No 79.84 %
(56) JPS HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8909921 		Investment NV Fifth Century LP
  		Excluded 0 13,646,047   No 0   No 99.6 %
(57) CORBIN VII LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
47-2456807 		Investment DE Fourth Century LLC
  		Excluded 4,883 13,522,568 Yes   -940   No 79.84 %
(58) Sail NH II LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
87-1706696 		Investment DE Yale University
  		Excluded 1,319 13,463,677 Yes   0   No 89.29 %
(59) NLVF II HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1545222 		Investment NV Fifth Century LP
  		Excluded 841,611 12,618,499   No 0   No 99.6 %
(60) RIDGEFIELD IX LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
90-1007364 		Investment DE Fourth Century LLC
  		Excluded 17,825,756 12,374,988   No 0   No 79.84 %
(61) MACOMB XI LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
80-0958889 		Investment DE Fourth Century LLC
  		Excluded 2,303,262 11,416,112 Yes   715,017   No 79.84 %
(62) KENWOOD LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
38-3863347 		Investment DE Fourth Century LLC
  		Excluded 52,603 11,093,920   No 0   No 79.84 %
(63) QUINN LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-3879664 		Investment NV Fifth Century LP
  		Excluded -203,218 10,708,248   No 0   No 79.84 %
(64) CLEVELAND LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
90-0743297 		Investment DE Fourth Century LLC
  		Excluded 1,993,779 10,197,325   No 0   No 79.84 %
(65) HEVP II HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1828824 		Investment NV Fifth Century LP
  		Excluded 38,736 9,658,302   No 0   No 99.6 %
(66) POE LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-2765485 		Investment NV Fifth Century LP
  		Unrelated 297,348 9,566,872 Yes   303,050   No 79.84 %
(67) RAMSGATE X LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
27-3616177 		Investment DE Fourth Century LLC
  		Excluded 0 9,531,306   No 0   No 79.84 %
(68) ABINGDON LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
61-1707283 		Investment DE Fourth Century LLC
  		Excluded 1,616,827 9,288,361 Yes   -62,429   No 79.84 %
(69) Harbor Hills Holdings LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
02-0729602 		Investment DE Yale University
  		Unrelated 938,273 9,245,745   No 842,041   No 100 %
(70) BARTON LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
35-2497887 		Investment DE Fourth Century LLC
  		Excluded 1,684,119 8,690,939   No 0   No 79.84 %
(71) CALVERT VI LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1603346 		Investment NV Fifth Century LP
  		Excluded 2,708,697 8,534,038 Yes   6,177   No 79.84 %
(72) KENWOOD 2014 LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-5704870 		Investment DE Fourth Century LLC
  		Excluded 5,632,323 8,235,208   No 0   No 79.84 %
(73) YUMA LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1584783 		Investment NV Fifth Century LP
  		Excluded 791 7,863,213   No 0   No 79.84 %
(74) SANGAMORE III LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0753284 		Investment DE Fourth Century LLC
  		Unrelated -304,581 7,386,556 Yes   -162,479   No 79.84 %
(75) BARTON-A LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
61-1732894 		Investment DE Fourth Century LLC
  		Excluded 1,347,457 7,151,794   No 0   No 79.84 %
(76) IRIS 2009 LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-4100777 		Investment NV Fifth Century LP
  		Excluded -774,462 6,599,414   No 0   No 99.6 %
(77) JBG Investment Fund IV LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
01-0815265 		Investment DE Fourth Century LLC
  		Unrelated -686,565 6,419,007 Yes   -701,784   No 59.88 %
(78) YADKIN IV LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-1569715 		Investment DE Fourth Century LLC
  		Excluded -727,261 6,186,070   No 0   No 79.84 %
(79) FILLMORE LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-3783115 		Investment DE Fourth Century LLC
  		Excluded 368,249 6,045,756   No 0   No 79.84 %
(80) TILDEN III LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-2024260 		Investment DE Fourth Century LLC
  		Excluded 443 5,700,648   No 0   No 79.84 %
(81) CAUTHEN VII LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-3653027 		Investment DE Fourth Century LLC
  		Excluded -283,094 5,622,713 Yes   -99,150   No 79.84 %
(82) KENWOOD 2014-A LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-5722301 		Investment DE Fourth Century LLC
  		Excluded 597,092 5,619,957   No 0   No 79.84 %
(83) AEF 6 US HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-2867531 		Investment NV Fifth Century LP
  		Excluded 396,037 5,450,793   No 0   No 99.6 %
(84) VEITCH LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-0999084 		Investment DE Fourth Century LLC
  		Unrelated 1,457,733 5,262,553 Yes   1,047,077   No 79.84 %
(85) ODE LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
37-1567347 		Investment DE Fourth Century LLC
  		Excluded 0 4,925,404   No 0   No 79.84 %
(86) RAMSGATE IX LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8833887 		Investment DE Fourth Century LLC
  		Excluded 0 4,921,882   No 0   No 79.84 %
(87) FIF IV (CFA) HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-4764198 		Investment NV Fifth Century LP
  		Unrelated -372,431 4,573,056 Yes   -348,302   No 99.6 %
(88) HUIDIKOPER LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-4196504 		Investment NV Fifth Century LP
  		Excluded -517,343 4,408,421   No 0   No 79.84 %
(89) KENHOWE LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
88-1786442 		Investment DE Fourth Century LLC
  		Excluded 507 4,321,336   No 0   No 87.33 %
(90) RANNOCH LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
88-1780056 		Investment DE Fourth Century LLC
  		Excluded 9,236 4,264,390   No 0   No 87.33 %
(91) Elm Street Ventures LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
04-3843574 		Investment DE Yale University
  		Excluded -365,646 4,250,241 Yes   0   No 53.67 %
(92) MAYHEW LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
88-1815816 		Investment DE Fourth Century LLC
  		Excluded 1,135 3,929,467   No 0   No 87.33 %
(93) Morris Island Partners LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-4538290 		Investment DE Fourth Century LLC
  		Excluded 634 3,821,210   No 0   No 98.78 %
(94) UHLE LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
27-3981909 		Investment DE Fourth Century LLC
  		Excluded 4,153,022 3,739,825   No 0   No 79.84 %
(95) CALVERT LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-3960036 		Investment NV Fifth Century LP
  		Excluded 6,554,826 3,520,246 Yes   40,572   No 79.84 %
(96) ANACONDA LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-0596408 		Investment CA Fifth Century LP
  		Excluded -974,237 3,384,271   No 0   No 98.8 %
(97) GLOSTER III LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8833953 		Investment DE Fourth Century LLC
  		Excluded 0 3,318,055   No 0   No 79.84 %
(98) FRC II HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1670120 		Investment NV Fifth Century LP
  		Excluded -92,528 3,261,110   No 0   No 99.6 %
(99) WOODWAY LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1206761 		Investment NV Fifth Century LP
  		Excluded 3,029 3,118,963   No 0   No 79.84 %
(100) WYNNWOOD VIII LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-3294405 		Investment NV Fifth Century LP
  		Excluded 170,648 3,102,608 Yes   -70,696   No 79.84 %
(101) YADKIN LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2707395 		Investment DE Fourth Century LLC
  		Excluded -314,017 2,724,382 Yes   3,598   No 79.84 %
(102) KCF HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8861865 		Investment NV Fifth Century LP
  		Excluded -266,416 2,695,985   No 0   No 99.6 %
(103) DENT VI LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-2867610 		Investment NV Fifth Century LP
  		Excluded 118,802 2,676,399   No 0   No 79.84 %
(104) CAUTHEN IX LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
46-5376519 		Investment DE Fourth Century LLC
  		Unrelated 165,697 2,522,351 Yes   86,063   No 79.84 %
(105) CAUTHEN VI LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8202030 		Investment DE Fourth Century LLC
  		Excluded -64,365 2,483,457 Yes   -25,101   No 79.84 %
(106) BCVF 2007 HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5965183 		Investment NV Fifth Century LP
  		Excluded -40,890 2,412,225   No 0   No 99.6 %
(107) BE III HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5495967 		Investment NV Fifth Century LP
  		Excluded -409 2,222,489   No 0   No 99.6 %
(108) BOF HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5923569 		Investment NV Fifth Century LP
  		Excluded -893,991 2,079,819   No 0   No 99.6 %
(109) WHITEHAVEN LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-3915778 		Investment DE Fourth Century LLC
  		Excluded -12,188 2,038,667   No 0   No 79.84 %
(110) WILSON LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2232279 		Investment NV Fifth Century LP
  		Excluded -262,242 1,905,412   No 0   No 79.84 %
(111) RAMSGATE IX A LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1797786 		Investment DE Fourth Century LLC
  		Excluded 0 1,789,776   No 0   No 79.84 %
(112) ALAMANCE VII LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-2046522 		Investment DE Fourth Century LLC
  		Excluded 3,374,866 1,656,354   No 0   No 79.84 %
(113) WESTPATH LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2297672 		Investment DE Fourth Century LLC
  		Excluded 3,938 1,646,650   No 0   No 79.84 %
(114) MEP IX LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
75-2537935 		Investment DE Fourth Century LLC
  		Excluded 1,261,666 1,446,424 Yes   0   No 99.8 %
(115) ALDERBROOK LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2939768 		Investment NV Fifth Century LP
  		Excluded 361,526 1,416,320 Yes   -103,029   No 79.84 %
(116) LORTON LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-4238865 		Investment DE Fourth Century LLC
  		Excluded 21,159,369 1,147,192   No 0   No 79.84 %
(117) MEP IV HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0646713 		Investment NV Fifth Century LP
  		Excluded -173,725 1,096,730   No 0   No 99.6 %
(118) LORTON-A LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
45-4239136 		Investment DE Fourth Century LLC
  		Excluded 814,239 1,020,739   No 0   No 79.84 %
(119) Freshet Wind Energy LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
33-1200160 		Investment DE FWEB LLC
  		Excluded -13,281 924,041   No 0   No 79.84 %
(120) ARLINGTON LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
38-3909979 		Investment DE Fourth Century LLC
  		Excluded 2,384,308 838,413   No 0   No 79.84 %
(121) CHANDLER LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
32-0438514 		Investment DE Fourth Century LLC
  		Excluded 117,732 774,349 Yes   -23,549   No 79.84 %
(122) FESSENDEN LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-2270383 		Investment NV Fifth Century LP
  		Excluded 664,846 738,327   No 0   No 79.84 %
(123) 4620 Associates LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
13-4036667 		Investment DE Yale University
  		Excluded 108,410 281,144   No 0   No 83.99 %
(124) EDMUNDS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-4257832 		Investment NV Fifth Century LP
  		Excluded 690,249 213,220   No 0   No 79.84 %
(125) RIDGEFIELD VIII LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1603389 		Investment NV Fifth Century LP
  		Excluded 3,761,753 159,690 Yes   534,472   No 79.84 %
(126) AVON LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-4056103 		Investment NV Fifth Century LP
  		Unrelated 99,800 141,815 Yes   93,448   No 79.84 %
(127) Kilimanjaro Fund LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1288980 		Investment CJ Yale University
  		Excluded -2,963 105,569 Yes   0   No 79.84 %
(128) ORDWAY LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5189347 		Investment NV Fifth Century LP
  		Excluded 1,010 85,733   No 0   No 79.84 %
(129) TILDEN II LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
27-4210952 		Investment DE Fourth Century LLC
  		Excluded 4,973 4,816   No 0   No 79.84 %
(130) Bluebart LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
38-3979963 		Investment DE Yale University
  		Excluded -4,465,263 0 Yes   0   No 94.15 %
(131) College Street Innovation Fund LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
36-4773553 		Investment CT Yale University
  		Excluded 0 0 Yes   0   No 52.51 %
(132) GOLDSBORO LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-1996058 		Investment NV Fifth Century LP
  		Excluded 354,229 0   No 0   No 79.84 %
(133) JBG Investment Fund III LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
52-2384738 		Investment DE Fourth Century LLC
  		Excluded 16,461 0   No 0   No 57.03 %
(134) MACOMB VIII LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5681131 		Investment NV Fifth Century LP
  		Excluded -1,451,321 0   No 0   No 79.84 %
(135) Motus Fund Ltd

C/O Yale University
PO Box 208239
New Haven,CT065208239
98-1253737 		Investment CJ Yale University
  		Excluded 120,408 0   No 0 Yes   99.35 %
(136) OM HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-5073267 		Investment NV Fifth Century LP
  		Excluded -1,387,246 0   No 0   No 99.6 %
(137) SCOTT LLC

C/O Yale University
PO Box 208239
New Haven,CT065208239
27-3616316 		Investment DE Fourth Century LLC
  		Excluded -546,080 0   No 0   No 79.84 %
(138) SP II HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0697863 		Investment NV Fifth Century LP
  		Excluded -45,007 0   No 0   No 99.6 %
(139) RCP HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-2008465 		Investment NV Fifth Century LP
  		Excluded 5,832,162 -143,547 Yes   3,739   No 99.6 %
(140) HEVP HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-4982016 		Investment NV Fifth Century LP
  		Excluded 138,109 -2,997,452   No 0   No 99.6 %
(141) WINDOM LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-1768804 		Investment NV Fifth Century LP
  		Excluded 13,043,032 -4,646,177 Yes   361,149   No 79.84 %
(142) SEDGWICK LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0483594 		Investment NV Fifth Century LP
  		Excluded 4,730,207 -4,714,281 Yes   4,386   No 79.84 %
(143) NIFL HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
20-8973999 		Investment NV Fifth Century LP
  		Excluded 26,350,952 -5,468,680   No 0   No 99.6 %
(144) RCP II HOLDINGS LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
26-0444200 		Investment NV Fifth Century LP
  		Excluded 5,900,945 -6,062,448 Yes   5,483   No 99.6 %
(145) Harbor Hills Country Club LP

C/O Yale University
PO Box 208239
New Haven,CT065208239
16-1453797 		Investment DE Harbor Hills Holdings LP
  		Unrelated -90,139 -9,556,601   No -90,139   No 99 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) New FYI Ltd

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CJ Wingspan LP
  		C Corporation 494,671,376 1,336,236,343 88.24 % Yes  
(2) The Caeruleus Fund

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CJ Fourth Century LLC
  		C Corporation 140,985,060 628,463,329 99.80 % Yes  
(3) CRS Fund Ltd

c/o Yale University
PO Box 208239
New Haven,CT065208239
90-0314487 		Investment CJ CYR Holdings LP
  		C Corporation 10,445,596 272,320,807 99.60 % Yes  
(4) EMK Capital Partners Feeder LP

c/o Yale University
PO Box 208239
New Haven,CT065208239
98-1585317 		Investment UK Yale University
  		C Corporation -161,195 264,348,819 88.99 % Yes  
(5) PWEB LLC

c/o Yale University
PO Box 208239
New Haven,CT065208239
27-3304430 		Investment DE Fourth Century LLC
  		C Corporation 7,906,200 76,691,621 99.80 % Yes  
(6) HHLR Yali Feeder Ltd

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CJ Fourth Century LLC
  		C Corporation -49,468,090 50,458,605 99.80 % Yes  
(7) Fourth Century Trust

c/o Yale University
PO Box 208239
New Haven,CT065208239
20-6699631 		Investment CT Yale University
  		Trust 3,447,746 45,450,959 100.00 % Yes  
(8) LTR Focus Fund

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment MP Yale University
  		C Corporation 857,077 43,651,175 100.00 % Yes  
(9) Elementum Opportunities Fund Ltd

c/o Yale University
PO Box 208239
New Haven,CT065208239
98-1727188 		Investment BD YB Institutional LP
  		C Corporation 17,402,737 38,170,957 98.80 % Yes  
(10) YB Cayman Ltd

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CJ YB Institutional LP
  		C Corporation 384,534 34,338,068 98.80 % Yes  
(11) NW UK REGIONAL II (NO 1) LP

c/o Yale University
PO Box 208239
New Haven,CT065208239
98-1208249 		Investment UK Fourth Century LLC
  		C Corporation -516,786 6,684,524 99.80 % Yes  
(12) 3313148 Nova Scotia Limited

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CA OM Holdings LP
  		C Corporation 457,423 3,956,451 98.60 % Yes  
(13) FWEB LLC

c/o Yale University
PO Box 208239
New Haven,CT065208239
27-3304506 		Investment DE Fourth Century LLC
  		C Corporation 2,227 1,107,375 99.80 % Yes  
(14) Connecticut Boola Inc

c/o Yale University
PO Box 208239
New Haven,CT065208239
06-0798544 		Investment CT Yale University
  		C Corporation 0 745,042 100.00 % Yes  
(15) Horseshoe RE limited on behalf of and for the benefit of its separate accou
nt EOF20030
c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment BD Elementum Opportunities Fund Ltd
  		C Corporation -2,231,932 400,200 98.80 % Yes  
(16) Harbor Hills Country Club Inc

c/o Yale University
PO Box 208239
New Haven,CT065208239
16-1452585 		Investment DE Harbor Hills Holdings LP
  		C Corporation 6,493 37,957 100.00 % Yes  
(17) Yale University Hong Kong Trust

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Accepts charitable contributions HK Yale University
  		Trust 2,711,720 20,250 100.00 % Yes  
(18) Harbor Hills Sales Inc

c/o Yale University
PO Box 208239
New Haven,CT065208239
59-3343340 		Investment FL Harbor Hills Holdings LP
  		C Corporation 0 1,000 100.00 % Yes  
(19) Drama Productions Inc

c/o Yale University
PO Box 208239
New Haven,CT065208239
06-0851103 		Performing Arts CT Yale University
  		C Corporation 0 0 100.00 % Yes  
(20) Charitable Pooled Income Funds (3)

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CT Various
  		Trust         No
(21) Charitable Remainder Trusts (35)

c/o Yale University
PO Box 208239
New Haven,CT065208239
 Investment CT Yale University
  		Trust         No
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) 3C Corporation

 B 609,212 CASH VALUE
(2) 3C Corporation

 S 3,481,202 CASH VALUE
(3) 4620 Associates

 S 51,939 CASH VALUE
(4) 5C Corporation

 B 894,164 CASH VALUE
(5) 5C Corporation

 S 2,544,475 CASH VALUE
(6) Drama Productions Inc

 P 921,714 CASH VALUE
(7) Elm Street Ventures LP

 S 5,268,715 CASH VALUE
(8) Elm Street Ventures LP

 B 203,794 CASH VALUE
(9) EMK Capital Partners Feeder LP

 B 4,573,606 CASH VALUE
(10) Farallon Capital Institutional Partners 25 LP

 B 51,990 CASH VALUE
(11) Farallon Capital Institutional Partners II LP

 B 2,493,141 CASH VALUE
(12) Farallon Capital Institutional Partners II LP

 S 100,843,421 CASH VALUE
(13) Fifth Century LP

 B 223,405,179 CASH VALUE
(14) Fifth Century LP

 S 652,222,439 CASH VALUE
(15) Fourth Century LLC

 B 303,996,898 CASH VALUE
(16) Fourth Century LLC

 S 1,737,119,160 CASH VALUE
(17) Fourth Century Trust

 S 21,746,628 CASH VALUE
(18) Foxway LP

 S 100,000,000 CASH VALUE
(19) Harbor Hills Holdings LP

 S 1,300,000 CASH VALUE
(20) Itiner VI Victrix LP

 B 82,872,201 CASH VALUE
(21) Itiner VI Victrix LP

 S 54,667,118 CASH VALUE
(22) Keyframe 3523 Fund LP

 B 10,602,399 CASH VALUE
(23) Kilimanjaro Fund LP

 B 215,309 CASH VALUE
(24) Long Meadow LP

 S 50,000,000 CASH VALUE
(25) LTR Focus Fund

 S 3,314,178 CASH VALUE
(26) Manaslu Fund III LP

 B 22,397,387 CASH VALUE
(27) Manaslu Fund III LP

 S 1,040,895 CASH VALUE
(28) Motus Fund Ltd

 S 22,345,451 CASH VALUE
(29) Panco Strategic Real Estate Fund IV LP

 S 9,932,559 CASH VALUE
(30) Panco Strategic Real Estate Fund V-R LP

 B 78,361,076 CASH VALUE
(31) Primrose Hill Fund III LP

 B 12,694,178 CASH VALUE
(32) Primrose Hill Fund III LP

 S 867,107 CASH VALUE
(33) Strategic Residential Fund II LLC

 S 1,805,000 CASH VALUE
(34) The Board of Trustees of The Sheffield Scientific School

 S 25,509,807 CASH VALUE
(35) The Chief Executive Leadership Institute of the Yale School of Management I
nc
 S 702,040 CASH VALUE
(36) The Lyme Forest Fund V TE LP

 S 678,750 CASH VALUE
(37) The Paul Mellon Centre for Studies in British Art

 B 8,881,789 CASH VALUE
(38) Voyager One Onshore LP

 S 60,000,000 CASH VALUE
(39) Wingspan LP

 S 50,000,000 CASH VALUE
(40) Yale University Elizabethan Club Corp

 R 872,982 CASH VALUE
(41) Yale University Hong Kong Trust

 C 2,711,720 CASH VALUE
(42) Yale University Press London

 S 2,732,908 CASH VALUE
(43) Yale University Press London

 R 2,331,342 CASH VALUE
(44) Yale University Press London

 Q 81,731 CASH VALUE
(45) Yale University Press London

 H 1,321,698 CASH VALUE
(46) Yale University Press London

 G 1,192,452 CASH VALUE
(47) Yale University Press London

 P 337,969 CASH VALUE
(48) Yale University Press London

 B 51,750 CASH VALUE
(49) Yale University Press London

 L 234,408 CASH VALUE
(50) Yale University Retiree Health Benefits Coverage Trust

 Q 29,071,572 CASH VALUE
(51) Yale University Retiree Health Benefits Coverage Trust

 B 106,813,000 CASH VALUE
(52) YB Institutional Limited Partnership

 S 139,000,000 CASH VALUE
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PARTS I-V: NAME, ADDRESS AND EIN: THE FORM 990, SCHEDULE R, LISTS THE NAME OF EACH ENTITY AS OF THE DATE OF THE FORM 990 FILING.
Schedule R, Part III, Column (h) DISPROPORTIONATE ALLOCATIONS INDICATED IN COLUMN (H) OF PART III GENERALLY RELATE TO I.) A GENERAL PARTNER'S TYPICAL CARRIED INTEREST WITH RESPECT TO PRIVATE FUND INVESTMENTS OR II.) ALLOCATIONS AMONG 501(C)(3) ORGANIZATIONS THAT ARE PARTNERS OR MEMBERS IN AN INVESTMENT ENTITY.
Schedule R, Part IV CHARITABLE REMAINDER TRUSTS AS OF JUNE 30, 2024, YALE UNIVERSITY HELD A GREATER THAN 50% BENEFICIAL INTEREST IN 35 CHARITABLE REMAINDER TRUSTS (CRTS). THE UNIVERSITY WAS THE TRUSTEE OF 29 OF THESE CRTS, OF WHICH 27 WERE DOMICILED IN CONNECTICUT, ONE IN MASSACHUSETTS, AND ONE IN NEW YORK.
Schedule R, Part V, Line 2 TRANSFERS 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.
Schedule R, Part III, Column (g) End-of-Year-Assets Beginning with the FYE 6/30/21, the IRS requires partnerships to report partner capital accounts on a tax basis using the tax basis method.
Schedule R (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0






TY 2023 AffiliatedGroupSchedule
Name:
Yale University
EIN:
06-0646973
Software ID:
23017437
Software Version:
2023v6.0
Affiliated Group Business Name:
Yale University
Address. Either US or Foreign Type:
PO Box 208239
New Haven, CT065208239    
EIN:
06-0646973
Electing Organization Checkbox:
Total Grassroots Lobbying:
1,280
Total Direct Lobbying:
568,289
Total Lobbying Expenditures:
569,569
Other Exempt Purpose Expenditures:
5,756,549,232
Total Exempt Purpose Expenditures:
5,757,118,801
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
3C CORPORATION
Address. Either US or Foreign Type:
PO BOX 208239
NEW HAVEN, CT06520    
EIN:
41-2046529
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
5C CORPORATION
Address. Either US or Foreign Type:
PO BOX 208239
NEW HAVEN, CT06520    
EIN:
20-0763050
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY
Address. Either US or Foreign Type:
157 CHURCH STREET
NEW HAVEN, CT06510    
EIN:
06-6078326
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL
Address. Either US or Foreign Type:
PO BOX 208239
NEW HAVEN, CT06520    
EIN:
06-6032565
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
27,677,846
Total Exempt Purpose Expenditures:
27,677,846
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE CHIEF EXECUTIVE LEADERSHIP INSTITUTE OF THE YALE SCHOOL OF MANAGEMENT I
NC
Address. Either US or Foreign Type:
101 CONSTITUTION AVENUE SUITE 825
WASHINGTON, DC20001    
EIN:
58-2617787
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
2,341,365
Total Exempt Purpose Expenditures:
2,341,365
Lobbying Nontaxable Amount:
267,068
Grassroots Nontaxable Amount:
66,767
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE NEW CLINICAL PROGRAM DEVELOPMENT CORPORATION
Address. Either US or Foreign Type:
789 HOWARD AVENUE
NEW HAVEN, CT06519    
EIN:
06-1565494
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TRUST
Address. Either US or Foreign Type:
PO BOX 208239
NEW HAVEN, CT06520    
EIN:
06-6414276
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
43,903,452
Total Exempt Purpose Expenditures:
43,903,452
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
YALE NEW HAVEN MEDICAL CENTER INC
Address. Either US or Foreign Type:
20 YORK STREET
NEW HAVEN, CT06510    
EIN:
23-7440891
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
693,899
Total Exempt Purpose Expenditures:
693,899
Lobbying Nontaxable Amount:
129,085
Grassroots Nontaxable Amount:
32,271
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
THE GRUBER FOUNDATION
Address. Either US or Foreign Type:
PO BOX 208239
NEW HAVEN, CT06520    
EIN:
45-1540594
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
7,265,877
Total Exempt Purpose Expenditures:
7,265,877
Lobbying Nontaxable Amount:
513,294
Grassroots Nontaxable Amount:
128,323
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
Yale Medical Foundation Inc
Address. Either US or Foreign Type:
2 Whitney Ave 6th Floor
New Haven, CT06510    
EIN:
35-2672947
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0