2024-05-15T12:20:56-05:00 2023-06-30 061073221 DONALD L PERLROTH & CO CPAS 250 STATE STREET C-1 NORTH HAVEN CT 064732161 990PF 2022-07-01 060729320 HALE FOUNDATION INC C/O DONALD L PERLROTH & CO CPAS HALE 2032810522 250 STATE STREET C1 NORTH HAVEN CT 06473 N KURT BARNERS TREASURER 2125953568 2024-05-14 1 N KURT BARNERS XXX-XX-XXXX 0 JOHN D GORDON CPA P00168552 2032810522 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1343929 X 25087 17961 17961 12269 21780 12269 55317 30230 0 0 0 50 0 0 17077 0 69238 0 69087 86365 0 69087 0 0 86365 0 69087 -31048 30230 29687 24210 24210 584066 624601 624601 77408 77398 77398 632865 529546 120396 103319 617720 811557 829528 1343929 0 0 X 811557 829528 811557 829528 811557 829528 811557 -31048 49019 829528 0 829528 ISHARES SMALL CAP 600 D 2009-10-16 2023-05-08 15577 4248 11329 11329 ISHARES DJ US ENGY D 2009-10-16 2023-05-08 6203 5263 940 940 12269 420 0 420 0 420 8 0 0 0 8 0 412 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 . MR N KURT BARNES 2129225296 815 SECOND AVENUE NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIFFANY PETROSINO 379 CROW HILL ROAD MT KISCO NY 10549 PRESIDENT 2.00 0 0 0 ANDY BACAS 3408 NORTH VENICE STREET ARLINGTON VA 222074447 VICE PRESIDENT 2.00 0 0 0 DAMLA OZDALGA 145 JACKSON STREET APT 1B BROOKLYN NY 11211 SECRETARY 2.00 0 0 0 N KURT BARNES ONE SHERMAN SQUARE APT 11J NEW YORK NY 10024 TREASURER 2.00 0 0 0 MICHAEL L KENT 6210 BUENA VISTA AVENUE OAKLAND CA 94618 DIRECTOR 0.50 0 0 0 HUGH M BAUM 5 BROOKWOOD ROAD NEW ROCHELLE NY 10804 DIRECTOR 1.00 0 0 0 SEAN FARRELL 1652 PALISADES DRIVE PACIFIC PALISADES CA 90272 DIRECTOR 1.00 0 0 0 BENJAMIN N FEIT 233 GROVE STREET UNIT 2 WALTHAM MA 02453 DIRECTOR 0.50 0 0 0 MORGAN KISS 306 MOTT ST APT 6C NEW YORK NY 10012 DIRECTOR 0.50 0 0 0 SCOT OSTERWEIL 52 KENDALL STREET BROOKLINE MA 02445 DIRECTOR 1.00 0 0 0 B WARING PARTRIDGE III 382 NE 191 STREET SUITE 30562 MIAMI FL 33179 DIRECTOR 1.00 0 0 0 JON TERENZETTI 2703 42 RD APT 16E LONG ISLAND CITY NY 11101 DIRECTOR 0.50 0 0 0 LAUREN TRONICK 1930 N HOBART BOULEVARD LOS ANGELES CA 90027 DIRECTOR 1.00 0 0 0 LEXI HOPKINS 250 STATE ST UNIT C-1 NORTH HAVEN CT 06473 DIRECTOR 1.00 0 0 0 WILLIAM WANG 250 STATE ST UNIT C-1 NORTH HAVEN CT 06473 DIRECTOR 1.00 0 0 0 NAFEESA ABUWALLA 250 STATE ST UNIT C-1 NORTH HAVEN CT 06473 DIRECTOR 1.00 0 0 0 DIXIE SCHILLACI 250 STATE ST UNIT C-1 NORTH HAVEN CT 06473 DIRECTOR 1.00 0 0 0 ANDY HOSKINS 250 STATE ST UNIT C-1 NORTH HAVEN CT 06473 DIRECTOR 1.00 0 0 0 TRAVIS GIDADO 250 STATE ST UNIT C-1 NORTH HAVEN CT 06473 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 PROVIDING A PLACE FOR YALE UNIVERSITY UNDERGRADUATE STUDENTS FOR MEETINGS, INTERCHANGE OF IDEAS, SEMINARS, AND RELAXATION. 69087 0 688296 16966 0 705262 0 0 705262 10579 694683 34734 34734 420 420 34314 0 34314 0 34314 69087 0 69087 34314 0 0 15247 20850 16141 13197 65435 69087 0 0 0 34314 34773 0 0 100208 0 0 0 0 0 0 15247 84961 20850 16141 13197 34773 X 0 0 14 17961 18 12269 0 30230 0 30230 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT ROSENKRANZ 590 MADISON AVENUE FL 30 NEW YORK NY 100228547 10000 X ARCHITECT FEES 1996-06-01 41582 36163 SL 30.000000000000 1386 0 RENOVATIONS 1996-12-01 37145 31629 SL 30.000000000000 1238 0 RENOVATIONS 1997-06-01 379636 316365 SL 30.000000000000 12655 0 ARCHITECT FEES 1997-06-01 7932 6609 SL 30.000000000000 264 0 8 WALL SCORES 1997-02-03 5760 4880 SL 30.000000000000 192 0 TRACK LIGHTING 1997-05-29 342 284 SL 30.000000000000 11 0 RENOVATIONS 1998-02-20 3005 2445 SL 30.000000000000 100 0 BASEMENT RENOVATIONS 2009-12-14 4180 1344 SL 39.000000000000 107 0 GUTTERS 2009-12-17 1007 325 SL 39.000000000000 26 0 BASEMENT RENOVATIONS/TAPING 2010-03-04 950 298 SL 39.000000000000 24 0 56.5" SOFA & CHAIR 2012-05-15 8965 8965 200DB 7.000000000000 0 0 80" 5-PIECE SECTIONAL 2012-05-12 6180 6180 200DB 7.000000000000 0 0 WINDOWS 2013-10-31 41897 9152 SL 39.000000000000 1074 0 LAND 1957-01-24 6454 L 0 0 FULLY DEPRECIATED 1957-01-24 87830 87830 NC 0.000000000000 0 0 JP MORGAN CHASE & CO 6% FIXED 20050 20050 RAYTHEON TECHNOLOGIES 48148 48148 GOLDMAN SACHS 2.875 9200 9200 AMERICAN ELECTRIC POWER 4500 4500 EATON VANCE TAX ADVANTAGED 5460 5460 ISHARES RUSSELL 2000 INDEX FD 140452 140452 ISHARES S&P SMALL CAP 600 V ET 24723 24723 ISHARES S&P US PFD STK INDX FD 47941 47941 ISHARES SMALL CAP 600 GROWTH 86197 86197 ISHARES DJ US ENGY SCTR INDX 23562 23562 S&P 500 INDEX FUND 162684 162684 JP MORGAN CHASE & CO 50130 50130 APPLE INC 26186 26186 SPDR POTF S&P 500 VALUE ETF 30240 30240 MICROSOFT CORP 2724 2724 CHEVRON CORP 9441 9441 CONOCLPHILLIPS 10361 10361 ARCHITECT FEES 41582 37549 4033 41582 RENOVATIONS 37145 32867 4278 37145 RENOVATIONS 379636 329020 50616 379636 ARCHITECT FEES 7932 6873 1059 7932 8 WALL SCORES 5760 5072 688 5760 TRACK LIGHTING 342 295 47 342 RENOVATIONS 3005 2545 460 3005 BASEMENT RENOVATIONS 4180 1451 2729 4180 GUTTERS 1007 351 656 1007 BASEMENT RENOVATIONS/TAPING 950 322 628 950 56.5" SOFA & CHAIR 8965 8965 0 0 80" 5-PIECE SECTIONAL 6180 6180 0 0 WINDOWS 41897 10226 31671 41897 LAND 6454 0 6454 6454 FULLY DEPRECIATED 87830 87830 0 87830 BANK CHARGES 173 0 74 BLDG MAINTENANCE, REPAIRS & SUPPLIES 16667 0 16667 INSURANCE 12479 0 12479 SECRETARIAL & ADMINISTRATIVE SERVICES 103 0 51 UTILITIES 10049 0 10049 STUDENT EVENTS 28018 0 28018 WEBSITE 116 0 116 FUNDRAISING EVENT EXPENSES 333 0 333 HOUSE MANAGER 1100 0 1100 MEMORIAL GIFT 200 0 200 UNREALIZED LOSS ON ADJUSTMENT OF INVESTMENTS TO MARKET VALUE 49019 SEC OF THE STATE 50 0 0