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Nonprofiteer
← YALE ALUMNI SCHOLARSHIP OF CLEVELAND

Form 990 for tax year 2023

Filed by YALE ALUMNI SCHOLARSHIP OF CLEVELAND.

Totals

Total revenue
$616,718
Total expenses
$5,803
Contributions and grants received
$14,257
Grants paid
$0
Program service revenue
$0
Investment income
$602,461
Other revenue
$0
Total assets, end of year
$4,265,799
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,265,799
Program services expenses (Part IX)
$0
Management and general expenses
$5,803
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $14,257

  • 3 · Investment income

    total $602,461 · related or exempt $555,947 · excluded $46,514

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $2,251 · management and general $2,251

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 13 · Office expenses

    total $1,050 · management and general $1,050

  • 19 · Conferences, conventions and meetings

    total $779 · management and general $779

  • 24a · Other expenses: FILING FEE

    total $200 · management and general $200

  • 24b · Other expenses: SERVICE FEES

    total $23 · management and general $23

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $265,841 · end of year $167,092

  • 11 · Investments: publicly traded securities

    beginning of year $3,059,111 · end of year $4,098,707

  • 27 · Net assets without donor restrictions

    beginning of year $3,324,952 · end of year $4,265,799

Mission and programs · 2023

Mission

TO ENCOURAGE THE ENROLLMENT OF QUALIFIED STUDENTS TO YALE UNIVERSITY, TO ASSIST IN INTERVIEWING OF STUDENTS, & TO PROVIDE SCHOLARSHIP FUNDS TO YALE UNIVERSITY FOR GREATER CLEVELAND STUDENTS.

  • CONTINUED TO ENCOURAGE THE ENROLLMENT OF QUALIFIED STUDENTS TO YALE UNIVERSITY, TO ASSIST IN THE INTERVIEWING OF STUDENTS FOR ADMISSION TO YALE UNIVERSITY FOR SCHOLARSHIPS FOR YALE STUDENTS FROM THE GREATER CLEVELAND AREA. THE FISCAL YEAR 2024 GRANT WAS MADE SUBSEQUENT TO 8/31/24; THEREFORE, THAT AMOUNT WILL BE ADDED TO THE FISCAL YEAR 2025 GRANT ON THE 2024 FORM 990.

As filed on the 2023 return.

Listed in Part VII

  • Patricia Barz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Arthur L Clements III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Holly Dickert-Leonard MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • David Herzer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Myra Evans Lapeyrolerie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • A R Michel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Sarah Ott-Hansen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Mary Bruce Rae-Grant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Elliot Schlang

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Daniel Urban

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • William Stewart Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Joon-Li Kim

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Stephen Kaufman MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Robert H Baker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Elizabeth A Sullivan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • William Stewart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Jeremiah Quinlan

    YALE U-DIR O

    Total calculated
    $0
    Hours/week
    0.1

  • Karensa Difonzo

    YALE U-DIR F

    Total calculated
    $0
    Hours/week
    0.1

  • Samuel S Hartwell

    PRESIDENT, S

    Total calculated
    $0
    Hours/week
    2

  • Henry Ott-Hansen

    VP, TREASURE

    Total calculated
    $0
    Hours/week
    0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
10 January 2025
IRS schema version
2023v6.0
Source object
202511259349302581

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