2024-05-14T12:10:05+00:00 2023-06-30 990 2022-07-01 066032565 The Board of Trustees of the Sheffield Scientific School BOAR 2034325530 C/O Yale University PO Box 208239 New Haven CT 065208239 Stephen C Murphy TREASURER 2034325530 2024-05-14 Stephen Murphy 999009999 2022 2023-04-26 12:10:37Z Peter Salovey PO Box 208229 New Haven CT 065208229 24952866 false X N/A X 1871 CT TO PROMOTE THE STUDY OF THE PHYSICAL, NATURAL AND MATHEMATICAL SCIENCES. 9 2 0 1 0 0 0 0 22851870 24952866 0 22851870 24952866 21292623 23391349 0 0 0 0 1567711 1559234 22860334 24950583 -8464 2283 613783947 597989685 0 0 613783947 597989685 THE PRIMARY EXEMPT PURPOSE OF THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL IS TO PROMOTE THE STUDY OF THE PHYSICAL, NATURAL AND MATHEMATICAL SCIENCES IN THE SHEFFIELD SCIENTIFIC SCHOOL. false false 23391349 23391349 support for the study of physical, natural and mathematical sciences in the Sheffield scientific school to be used for student financial aid, educational and research expenditures, and other purposes in accordance with the terms of various fund indentures. 23391349 true false false false false false false false true false true false false false false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 9 2 true false false false false false false true true false false true true true true true true false false false X Kimberly M Goff-Crews 2034325530 P O Box 208230 New Haven CT 065208230 Kimberly M Goff-Crews Secretary & Trustee 1.0 50.0 X X 0 499063 46054 Peter Salovey President & Trustee (Ex-Officio) 1.0 51.2 X X 0 2209809 108557 Stephen C Murphy Treasurer & Trustee 1.0 53.6 X X 0 550754 86340 David Skelly Trustee (Ex-officio) 1.0 50.0 X 0 261119 62933 Edward Miner Ned Lamont Jr Trustee (Ex-Officio) 0.0 0.0 X 0 0 0 Jaehong Kim Trustee (Effective 12/9/22) 1.0 50.0 X 0 259442 70079 Kathryn Miller-Jensen Trustee 1.0 50.0 X 0 177498 40486 Peter Schiffer Trustee 1.0 50.0 X 0 365909 68184 Victor E Henrich Trustee 1.0 1.0 X 0 0 0 0 4323594 482633 0 false true false 0 0 0 0 0 0 0 24952866 24952866 0 0 0 0 0 0 0 0 0 24952866 0 0 24952866 23391349 23391349 0 0 0 0 Administrative Fee 1559234 1559234 0 0 0 0 24950583 23391349 1559234 0 0 0 0 0 0 0 0 0 613643340 597846795 0 140607 142890 613783947 597989685 0 0 0 0 0 0 X 343724978 334707382 270058969 263282303 613783947 597989685 613783947 597989685 2283 -15796545 0 X false false false X X 1 Yale University 060646973 2 true 23391349 0 1 23391349 0 true false false false false false false false false false false false false false false false Schedule A, Part IV, Section C, Line 1 Majority director detail Pursuant to the governing documents of the Board of Trustees of the Sheffield Scientific School (SSS), the property and affairs shall be managed and conducted by a board of nine trustees of whom, by virtue of their respective positions, there shall be three consisting of the President of Yale University, the Director of the Yale Peabody Museum of Natural History, and the Governor of the State of Connecticut. The remaining six trustees shall include at least three faculty members of Yale University and persons especially interested in promoting the welfare of SSS. Successors for any of these six trustees by terms of the governing documents are chosen by the remaining trustees, but at least three of said trustees shall at all times be Yale University faculty and the other elected trustees shall be persons especially interested in promoting the welfare of SSS. Of the nine trustees, eight trustees including the President of Yale University and the Director of the Yale Peabody Museum of Natural History, are officers, faculty, or emeritus faculty of Yale University, the supported organization. SSS is supervised or controlled in connection with Yale University within the meaning of IRC Section 509(a)(3)(B). 613643340 9156321 23391349 1559234 597849078 633046825 3456849 21292623 1567711 613643340 471533351 183928613 20848172 1566967 633046825 463538765 29644595 20083960 1566049 471533351 459764013 24524159 19229412 1519995 463538765 0.5599 0.4401 0.0 false true true FMV of the UNITS in the Yale University Endowment 597846795 F 597846795 Schedule D, Part V Line 1 Endowment Funds Include the value of the endowment and unexpended endowment income at June 30, 2023. Schedule D, Part V, Line 4 Intended uses of endowment funds The intended use of the organization's endowment funds is to promote the study of the physical, natural and mathematical sciences in the Sheffield scientific school, to be used for student financial aid, educational and research expenditures, and other purposes in accordance with the terms of various fund indentures. true Yale University PO Box 208239 New Haven CT 065208239 060646973 501(C )(3) 23391349 see statement 1 0 Schedule I, Part II COLUMN H - PURPOSE OF GRANT OR ASSISTANCE YALE UNIVERSITY: THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL MADE A CONTRIBUTION OF $20,335,805 TO YALE UNIVERSITY (EIN: 06-0646973, P.O. BOX 208239, NEW HAVEN, CT 06520-8239) TO BE USED IN SUPPORT OF THE STUDY OF THE PHYSICAL, NATURAL AND MATHEMATICAL SCIENCES. THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL ALSO MADE A CONTRIBUTION OF $3,055,544 TO YALE UNIVERSITY TO BE USED FOR STUDENT FINANCIAL AID, EDUCATIONAL AND RESEARCH EXPENDITURES, AND OTHER PURPOSES IN ACCORDANCE WITH THE TERMS OF VARIOUS FUND INDENTURES. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL, A 509(A)(3) TYPE II SUPPORTING ORGANIZATION, DISTRIBUTED GRANTS AND OTHER ASSISTANCE TO YALE UNIVERSITY, ITS SUPPORTED ORGANIZATION. THE GOVERNING BOARD OF TRUSTEES OF THE SHEFFIELD SCIENTIFIC SCHOOL PROVIDES OVERSIGHT IN MONITORING THE USE OF THESE GRANT FUNDS. false true false false false false false false false Peter Salovey President & Trustee (Ex-Officio) 0 1450796 0 0 0 759013 0 34450 0 74107 0 2318366 0 180000 Stephen C Murphy Treasurer & Trustee 0 530254 0 0 0 20500 0 34450 0 51890 0 637094 0 0 Kimberly M Goff-Crews Secretary & Trustee 0 478563 0 0 0 20500 0 34450 0 11604 0 545117 0 0 Peter Schiffer Trustee 0 330409 0 0 0 35500 0 34450 0 33734 0 434093 0 0 David Skelly Trustee (Ex-officio) 0 261119 0 0 0 0 0 30403 0 32530 0 324052 0 0 Kathryn Miller-Jensen Trustee 0 156998 0 0 0 20500 0 19299 0 21187 0 217984 0 0 Jaehong Kim Trustee (Effective 12/9/22) 0 257442 0 2000 0 0 0 29876 0 40203 0 329521 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan A listed person participated in a supplemental non-qualified retirement plan during the calendar year 2022 as described below: Yale University, A supported organization, agreed to supplement the retirement income for an officer/trustee of the board of trustees of the Sheffield scientific school, in his capacity as a Yale employee, 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 Yale University endowment. A portion of this benefit vested in 2022 and is reflected in schedule J, part II, column (B)(III). Schedule J, Part I Lines 1-3 Because the officers and trustees do not receive any compensation from the board of trustees of the Sheffield scientific school, lines 1-3 were left blank. 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 VI, Line 1a Number of voting members of the governing body Each Non-Independent voting member of the board of trustees of the Sheffield scientific school (SSS) is an employee of Yale University (EIN 06-0646973), A related organization, and receives compensation for his or her services as an employee of Yale University. These individuals are not paid for their services as voting members of SSS. The Governor of Connecticut is an Ex-Officio Trustee. Historically, this individual does not participate in governance activities at SSS and is reported as Independent. Form 990, Part VI, Line 15 Process for determining compensation The board of trustees of the Sheffield scientific school (SSS) does not have any employees. The officers and trustees are not compensated by SSS. All compensation reported on part vii pertains to officers and trustees compensated by Yale University (a related organization) as employees of Yale University. Form 990, Part VI, Line 2 Family/Business Relationships Amongst Interested Persons Peter Salovey, Stephen C. Murphy, Kimberly Goff-Crews, and Edward Miner "Ned" Lamont, Jr. have a business relationship because of their positions as officers or trustees of Yale University, a related organization. Each has a business relationship with the following individuals as a result of their Yale University employment: Peter Schiffer, Jaehong Kim, David Skelly, and Kathryn Miller-Jensen. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY SENIOR MANAGEMENT OF YALE UNIVERSITY, ACTING ON BEHALF OF THE SHEFFIELD SCIENTIFIC SCHOOL, AND IS REVIEWED IN FULL BY AN OFFICER/TRUSTEE OF THE SHEFFIELD SCIENTIFIC SCHOOL PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY OBLIGATES EACH CURRENT AND COVERED FORMER TRUSTEE, OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS 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 POTENTIAL CONFLICT OF INTEREST, EACH CURRENT AND COVERED FORMER TRUSTEE, OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS MUST NOT ONLY DISCLOSE THE EXISTENCE OF SUCH PROSPECTIVE TRANSACTION, BUT HE OR SHE ALSO MUST DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND/OR MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS, CONSIDERING THE PROSPECTIVE TRANSACTION TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF THE PROSPECTIVE TRANSACTION AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE COVERED PERSON, SUCH COVERED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, INCLUDING ANY AMENDMENTS, AND FINANCIAL STATEMENTS are available, TO THE EXTENT PROVIDED AS A PART OF ITS EXEMPTION APPLICATION OR ANNUAL FORM 990 and subject to public disclosure. THE CONFLICT OF INTEREST POLICY IS NOT CURRENTLY MADE AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A Columns (A) & (B) Individuals listed in part vii, with compensation reported in columns (E) & (F), received compensation from Yale University (EIN 06-0646973), a related organization, for their services as Yale University employees. The estimated average hours per week devoted to Yale University by each of these employees Is 50, though in many cases the actual average hours per week for listed persons exceeded this estimate. These individuals are not compensated in their capacity as officers or trustees of the board of trustees of the Sheffield scientific school. 3C Corporation C/O Yale University PO Box 208239 New Haven CT 065208239 412046529 Investment DC 501(c)(3) Type I Yale University false 5C Corporation C/O Yale University PO Box 208239 New Haven CT 065208239 200763050 Investment DC 501(c)(3) Type I Yale University false Alumni Fund Association of Yale University C/O Yale University PO Box 208239 New Haven CT 065208239 066078326 Encourages and solicits contributions to or for Yale University CT 501(c)(3) Type I Yale University false Chapel Company C/O Yale University PO Box 208239 New Haven CT 065208239 061532073 Inactive CT 501(c)(2) Yale University false Charles A Coffin Memorial Fund C/O Yale University PO Box 208239 New Haven CT 065208239 066034841 Supports higher education CT 501(c)(3) Type III-O Yale University false Edith B Jackson Trust #3 C/O Yale University PO Box 208239 New Haven CT 065208239 846150096 Supports higher education CO 501(c)(3) PF Yale University false Ford Adelaide D Ten T U W C/O Yale University PO Box 208239 New Haven CT 065208239 946216169 Supports higher education NC 501(c)(3) PF Yale University false Gruber Foundation the C/O Yale University PO Box 208239 New Haven CT 065208239 451540594 Supports higher education DE 501(c)(3) Type I Yale University false Health Benefits Holdings Inc C/O Yale University PO Box 208239 New Haven CT 065208239 061559155 Investment CT 501(c)(2) Yale University false HR Properties Inc C/O Yale University PO Box 208239 New Haven CT 065208239 061341463 investment CT 501(c)(2) Yale University false Jonathan Edwards Trust C/O Yale University PO Box 208239 New Haven CT 065208239 066084676 Supports Higher Education CT 501(c)(3) Type III-FI Yale University false Preston J Dunn TR UW FBO Yale University C/O Yale University PO Box 208239 New Haven CT 065208239 066366026 Supports higher education CT 501(c)(3) PF Yale University false Preston J Dunn Tr UW FBO Yale University 1928 Alumni Fund C/O Yale University PO Box 208239 New Haven CT 065208239 066366024 Supports higher education CT 501(c)(3) PF Yale University false Staff Retirement Holdings Inc C/O Yale University PO Box 208239 New Haven CT 065208239 061559156 Investment CT 501(c)(2) Yale University false Stoeckel E B Residue Trust C/O Yale University PO Box 208239 New Haven CT 065208239 060653108 Supports artistic programs CT 501(c)(3) Type III-FI Yale University false THE CHIEF EXEC LEADERSHIP INST OF THE YALE SCHOOL OF MGMT INC C/O Yale University PO Box 208239 New Haven CT 065208239 582617787 Provides research and peer-driven edu. programs to businesses DE 501(c)(3) Type I Yale University false The Paul Mellon Centre for Studies in British Art C/O Yale University PO Box 208239 New Haven CT 065208239 981194924 Promotes and supports study of British art and architecture UK 501(c)(3) Yale University false Yale Alumni Publications Inc C/O Yale University PO Box 208239 New Haven CT 065208239 060646970 Distributes alumni magazine CT 501(c)(3) Type III-FI Yale University false Yale Medical Foundation Inc C/O Yale University PO Box 208239 New Haven CT 065208239 352672947 To provide outpatient medical care, to conduct research and support educational activities CT 501(c)(3) 10 Yale University false Yale Scholarship Fund of Pittsburgh C/O Yale University PO Box 208239 New Haven CT 065208239 237046816 Funds scholarships PA 501(c)(3) Type III-FI Yale University false Yale University PO Box 208239 New Haven CT 065208239 060646973 Education, Research, Community Service CT 501(c)(3) 2 NA false Yale University Elizabethan Club Corp C/O Yale University PO Box 208239 New Haven CT 065208239 060332975 Promotes appreciation of literature among membership and community CT 501(c)(3) Type III-FI Yale University false Yale University Press London C/O Yale University PO Box 208239 New Haven CT 065208239 Publishes serious works UK 501(c)(3) Yale University false Yale University Retiree Health Benefits Coverage Trust C/O Yale University PO Box 208239 New Haven CT 065208239 066414276 501(a) Trust that Supports Yale University CT 501(c)(3) Type II Yale University false See Part VII N/A See Part VII N/A false true false false false false false false false false false false true true false false false false false Schedule R, Parts III & IV As identified in part II, the board of trustees of the Sheffield scientific school (SSS) is related to Yale University (EIN: 06-0646973) which has numerous related organizations. See Schedule R, Parts III & IV, of Yale University's Form 990 for a list of the organizations, which by virtue of Yale's control of SSS are related organizations of SSS. Any related organization with which SSS has entered into a transaction reportable on schedule R, part V is reported on SSS's Form 990, schedule R.