ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALUMNI FUND ASSOCIATION OF YALE UNIVERSITY (EIN 06-6078326)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-15
- IRS object ID
- 201913199349201456
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T08:02:29-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066078326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alumni Fund Association of Yale University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALUM | BusinessNameControlTxt |
| Phone | 2034325530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 Church St | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jocelyn R H Kane | PersonNm |
| Person Title | Managing Director | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $0 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $0 | OtherExpensesTotalAmt |
| Total Expenses | $0 | TotalExpensesAmt |
| Excess Or Deficit For Year | $0 | ExcessOrDeficitForYearAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | See Schedule O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | None | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (99 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Marla Grossman | ||||
| Officer | 10.000 | $0 | $0 | $0 |
| Michael B Tom | ||||
| Officer | 10.000 | $0 | $0 | $0 |
| James Better | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| Nancy Marx Better | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| J Weili Cheng | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| Jocelyn R H Kane | ||||
| Director (Ex-Officio) | 40.000 | $0 | $0 | $0 |
| Joseph C McNay | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| Stephen C Murphy | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| Joan E O'Neill | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| Nancy A Stratford | ||||
| Director (Ex-Officio) | 1.000 | $0 | $0 | $0 |
| Randy Smith Aberg | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Nina R Adams | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Lydia Andre | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Jessica Lynn Anschutz | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Frank D Aronson | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Amy D Atkeson | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Anne Wilson Brown | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Jacob W Buchdahl | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Martha T Burson | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Lise Pfeiffer Chapman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Claudia Rabinowitz Covo | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Benjamin Peter Daus-Haberle | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Marvin J Deckoff | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Zachary Allan DeWitt | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Romy A Drucker | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Michael Coleman Duddy | ||||
| Director | 1.000 | $0 | $0 | $0 |
| R Kemerer Edwards | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Rebecca A Ehrhardt | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Alec L Ellison | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Danielle Bella Ellison | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Weatherly Ralph Emans | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Asefeh Faraz | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Charles N Farmer | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Jeffrey A Feldman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| William M Folberth III | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Howard E Friedman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Thomas M Ginakakis | ||||
| Director | 1.000 | $0 | $0 | $0 |
| John Rudolph Hallen Jr | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Brian D Hammerstein | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Lee C Hardgrove | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Samantha Warshauer Heffner | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Brendan E Hellweg | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Jerry W Henry | ||||
| Director | 1.000 | $0 | $0 | $0 |
| David L Herzer | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Melissa J Hilton | ||||
| Director | 1.000 | $0 | $0 | $0 |
| G Malcolm Holderness | ||||
| Director | 1.000 | $0 | $0 | $0 |
| John Francis Homan IV | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Robert K Hopkins III | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Michael Brian Horn | ||||
| Director | 1.000 | $0 | $0 | $0 |
| William T Hyman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| James A Jones III | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Theodore T Jones | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Ethan Charles Karetsky | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Andrew R Karlin | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Katherine Philip Kaufman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Gilbert H Kinney | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Stewart M Landefeld | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Anthony Magee Lavely | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Thomas S Leatherbury | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Philip W Lebowitz | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Carol M Lee | ||||
| Director | 1.000 | $0 | $0 | $0 |
| George M Levin Jr | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Lorena P Lopes | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Robert W Lyons | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Bobbi Mark | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Catherine L McGeoch | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Kinsley McNulty | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Jeffrey C Miller | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Alexander Gharib Nazem | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Randolph M Nelson | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Howard H Newman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Samuel W Newville | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Wilson Nolen | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Sean O'Brien | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Lillian A Oshva | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Reynolds Elizabeth Ostrover | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Alexandra K Parfitt | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Devon Michel Marc Philip | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Allan C Rabinowitz | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Rachel Berek Rader | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Carl L Reisner | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Richard T Roberts | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Ellen Ryan | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Anthony Sabatelli | ||||
| Director | 1.000 | $0 | $0 | $0 |
| David I Schamis | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Christina H Bost Seaton | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Frank A Sena | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Deborah Sherman | ||||
| Director | 1.000 | $0 | $0 | $0 |
| William John Shikani | ||||
| Director | 1.000 | $0 | $0 | $0 |
| David B Singer | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Alan Stamm | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Jamie E Stern | ||||
| Director | 1.000 | $0 | $0 | $0 |
| John M R Thomas | ||||
| Director | 1.000 | $0 | $0 | $0 |
| A Merritt Tilney | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Andrew M Wallach | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Gregory Thomas Wolf | ||||
| Director | 1.000 | $0 | $0 | $0 |
| William H Wright II | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Ted I K Youn | ||||
| Director | 1.000 | $0 | $0 | $0 |
| Gregory J Zorthian | ||||
| Director | 5.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jocelyn R H Kane | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 Church Street | AddressLine1Txt |
| City | New Haven | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034325843 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yale University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060646973 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-EZ, Part III, Exempt Purpose | FormAndLineReferenceDesc |
| Explanation | The Alumni Fund Association of Yale University ("The Association") is an organization which has been ruled to be exempt from income tax under Section 501(C)(3) of the Internal Revenue Code. It is operated solely for the benefit of and is controlled by Yale University, A Connecticut Corporation, which has also been ruled to be exempt under Section 501(C)(3). Yale University is an educational organization described in Section 170(B)(1)(A)(II) of the internal revenue code, which normally maintains a regular faculty and curriculum and normally has a regularly enrolled body of students in attendance at the place where its educational activities are regularly carried on. The Association's purpose and activities consist solely of encouraging and soliciting contributions to or for the University from persons who have attended or attend or who otherwise have an affiliation with or affinity to the University (Collectively, "Alumni") for the general use of Yale University, subject to such restrictions on use as may from time to time be imposed by the donors and accepted by the University. | ExplanationTxt |
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