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← STAFF RETIREMENT HOLDINGS INC

Form 990 for tax year 2022

Filed by STAFF RETIREMENT HOLDINGS INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$104,592,414
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$104,592,414
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $103,339,787 · end of year $104,592,414

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $33,325,156 · end of year $37,714,516

  • 31 · Retained earnings, endowment or other funds

    beginning of year $70,014,631 · end of year $66,877,898

Mission and programs · 2022

Mission

Hold title to property, collect the income therefrom and turn over the entire amount thereof, less expenses, to Yale University Retirement Plan for Staff Employees, a qualified trust exempt under IRC Section 401(a).

  • None

As filed on the 2022 return.

Listed in Part VII

  • Alexander C Banker

    VP & Treas. & Director

    Total calculated
    $1,782,885
    From this org
    $0
    From related orgs
    $1,430,489
    Other
    $352,396
    Hours/week
    0.2 + 52.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $610,757 related
    Bonus
    $0 + $799,232 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $315,033 related
    Nontaxable benefits
    $0 + $37,363 related
    Filer's total
    $0 + $1,782,885 related

  • Matthew ST Mendelsohn

    President & Director

    Total calculated
    $1,760,129
    From this org
    $0
    From related orgs
    $1,704,888
    Other
    $55,241
    Hours/week
    0.2 + 52.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $868,529 related
    Bonus
    $0 + $815,859 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $34,450 related
    Nontaxable benefits
    $0 + $20,791 related
    Filer's total
    $0 + $1,760,129 related

  • Stephen C Murphy

    Secretary & Director

    Total calculated
    $637,094
    From this org
    $0
    From related orgs
    $550,754
    Other
    $86,340
    Hours/week
    0.2 + 54.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,254 related
    Bonus
    $0
    Other
    $0 + $20,500 related
    Deferred
    $0 + $34,450 related
    Nontaxable benefits
    $0 + $51,890 related
    Filer's total
    $0 + $637,094 related

  • Dean Takahashi

    Former VP & Treas. & Director

    Total calculated
    $579,152
    From this org
    $0
    From related orgs
    $529,770
    Other
    $49,382
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,539 related
    Bonus
    $0
    Other
    $0 + $357,231 related
    Deferred
    $0 + $21,325 related
    Nontaxable benefits
    $0 + $28,057 related
    Filer's total
    $0 + $579,152 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I Lines 1-3
Because the officers and directors do not receive any compensation from staff retirement holdings, inc., lines 1-3 were left blank.
Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
A LISTED PERSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR 2022 AS DESCRIBED BELOW: YALE UNIVERSITY, A RELATED ORGANIZATION, PREVIOUSLY AWARDED A BONUS TO ONE FORMER OFFICER OF STAFF RETIREMENT HOLDINGS, INC. FOR SERVICES AS A YALE UNIVERSITY EMPLOYEE THAT WAS TAXED IN THE YEAR AWARDED AND SUBJECT TO DEFERRED PAYMENT WITH ADJUSTMENTS UPWARD OR DOWNWARD DEPENDING ON PERFORMANCE OF THE YALE UNIVERSITY ENDOWMENT. THIS FORMER OFFICER CONTINUES TO RECEIVE EARNINGS RELATED TO PREVIOUSLY AWARDED DEFERRED BONUSES. THE EARNINGS ASSOCIATED WITH THE PREVIOUSLY AWARDED DEFERRED BONUS PAID IN 2022 ARE REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III).
Schedule J, Part II, Column (F) Compensation reported in prior year form 990
THIS AMOUNT IS ALSO INCLUDED IN COLUMN (E), PART II. IT IS, THEREFORE, DOUBLE REPORTED IN PART II AND DOES NOT REPRESENT ADDITIONAL COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PEOF Holdings LLC

    Investment · DE · income $0 · assets $104,592,414

    Directly controlled by Staff Retirement Holdings Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • See Part VII

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349314147

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