2023-07-11T10:57:18-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC ONE CORPORATE DRIVE SUITE 725 SHELTON CT 064846241 990 2022-01-01 275131268 BUCKLEY INSTITUTE INC BUCK 2037451316 234 CHURCH STREET 7TH FLOOR NEW HAVEN CT 06510 LAUREN NOBLE EXECUTIVE DIRECTOR 2037451316 2023-07-11 1 LAUREN NOBLE 999009999 0 MICHAEL F GANINO P00321131 2039293535 2023-07-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE WILLIAM F BUCKLEY JR PROGRAM LAUREN NOBLE 234 CHURCH STREET 7TH FLOOR NEW HAVEN CT 06510 3614470 0 X HTTPS://BUCKLEYINSTITUTE.COM/ X 2011 CT TO PROMOTE INTELLECTUAL DIVERSITY AT YALE UNIVERSITY, TO EXPAND POLITICAL DISCOURSE ON CAMPUS, AND TO EXPOSE STUDENTS TO OFTEN UNVOICED VIEWS. 8 7 6 23 0 0 1726878 1922665 0 10400 -874 41291 5745 -77323 1731749 1897033 23150 30800 0 0 337791 584128 0 0 258227 605206 727966 966147 1342894 765602 554139 2629119 3176984 40549 91852 2588570 3085132 X THE MISSION OF THE BUCKLEY INSTITUTE IS TO PROMOTE INTELLECTUAL DIVERSITY AND FREEDOM OF SPEECH AT YALE UNIVERSITY. WE AIM TO FOSTER ROBUST AND OPEN DEBATE, PROVIDE A HOME FOR ENLIGHTENED CONSERVATIVE THOUGHT, AND EXPOSE STUDENTS TO OFTEN-UNVOICED VIEWS. WE BELIEVE THAT GENUINE INTELLECTUAL DIVERSITY IS ESSENTIAL FOR ADVANCING CRITICAL INQUIRY AND SEEK TO CHALLENGE IDEOLOGICAL COMPLACENCY WHEREVER IT EXISTS. 0 0 899870 39072 10400 THE ORGANIZATION HOSTED VARIOUS LECTURES, SEMINARS, AND DEBATES WITH PROMINENT ACADEMICS, POLITICIANS AND OTHER NOTABLES WHO SPOKE ON ISSUES OF CURRENT EVENTS, POLITICAL PHILOSOPHY, AND HISTORY. THE ORGANIZATION ALSO SPONSORED A CONFERENCE, POLLING, STUDENT FELLOWS PROGRAM, AND INITIATIVES RELATED TO CAMPUS GOVERNANCE REFORM. THE ORGANIZATION PARTNERED WITH YALE UNIVERSITY TO ADMINISTER A SERIES OF STUDENT INTERNSHIPS AT VARIOUS PUBLICATIONS AND THINK TANKS. THERE IS AN EVALUATION OF THE INTERNSHIP THAT STUDENTS COMPLETE AT THE END OF THE SUMMER THROUGH THE CAREER SERVICES OFFICE. 899870 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 46 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA FL IL MD MA NH NJ NY PA TN VA X X LAUREN NOBLE 2037451316 234 CHURCH STREET 7TH FLOOR NEW HAVEN CT 06510 LAUREN R NOBLE EXECUTIVE DIRECTOR 40.00 X X 219459 0 18248 ROGER KIMBALL CHAIRMAN 1.00 X X 0 0 0 WILLIAM F B O'REILLY SECRETARY 1.00 X X 0 0 0 JOHN SPAGNOLA TREASURER 1.00 X X 0 0 0 MICHAEL FRANC DIRECTOR 1.00 X 0 0 0 LICIA HAHN DIRECTOR THRU 12/23/22 1.00 X 0 0 0 TERRY HOLCOMBE DIRECTOR 1.00 X 0 0 0 GAIL LAVIELLE DIRECTOR 1.00 X 0 0 0 NICHOLAS QUINN ROSENKRANZ DIRECTOR 1.00 X 0 0 0 ISABELLE HARGROVE DIRECTOR OF DEVELOPMENT 40.00 X 154000 0 20655 373459 0 38903 2 0 1 0 0 393060 1529605 103547 1922665 CONFERENCE REVENUES 611710 10400 10400 10400 42220 42220 500 500 1587300 1588229 -929 -929 -929 41265 393060 129208 -87943 -87943 MISCELLANEOUS INCOME 900099 10120 10120 10120 1897033 10400 0 -36032 7500 7500 22700 22700 600 600 413794 164717 84015 165062 125476 111605 8013 5858 3660 3273 219 168 4769 4046 723 36429 19281 6176 10972 536 536 48480 48480 4314 4314 60630 52195 2294 6141 73771 73771 141301 65279 15567 60455 58773 52896 5877 65870 56299 9571 206947 206869 78 842 842 13699 5876 7823 STUDENT FELLOWS PROGRAM 31015 31015 0 0 AUDIO VISUAL 19847 19847 0 0 MISCELLANEOUS 1941 1259 682 1342894 899870 184797 258227 324998 252920 248116 836373 17038 201989 6643 46753 24762 11943 6661 12819 2025663 1768853 0 57277 2629119 3176984 40549 34575 0 57277 40549 91852 X 2546689 2941443 41881 143689 2588570 3085132 2629119 3176984 554139 -57577 0 X X 0 1 X 0 0 X 1031480 1143118 1176452 1726878 1922665 7000593 1031480 1143118 1176452 1726878 1922665 7000593 430174 6570419 14857 29419 11126 2711 42720 100833 3965 8449 9892 5745 10120 38171 7139597 31125 0.92030 0.91420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 3,965. 2019 AMOUNT: $ 8,449. 2020 AMOUNT: $ 9,892. 2021 AMOUNT: $ 5,745. 2022 AMOUNT: $ 10,120. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17762 11943 5819 7000 7000 12819 OPERATING LEASE LIABILITY 57277 57277 X 1973373 -57577 4709 129208 76340 1897033 0 1897033 1476811 4709 129208 133917 1342894 0 1342894 PART X, LINE 2: THE PROGRAM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE PROGRAM HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE PROGRAM IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUES 129,208. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUES 129,208. DINNER 434325 393060 41265 54015 50000 25193 434325 393060 41265 54015 50000 25193 129208 -87943 1 INTERNSHIP STIPENDS 5 20000 SEMINAR STIPENDS 18 2700 PART I, LINE 2: INTERNSHIP STIPENDS ARE OFFERED TO STUDENTS WHO APPLY TO SUMMER INTERNSHIP PROGRAMS THROUGH THE YALE UNDERGRADUATE CAREER SERVICES CENTER. THE ORGANIZATION ISSUES GRANT FUNDS UPON APPLICATION ACCEPTANCE BY THE EMPLOYERS FOR THE PURPOSE OF ASSISTING STUDENTS WITH LIVING EXPENSES AS THE PROGRAMS ARE HELD NATIONWIDE. NO PROCEDURES EXIST THAT MONITOR THE USE OF THE STIPENDS ONCE THEY HAVE BEEN REMITTED. HOWEVER, THERE IS AN EVALUATION OF THE INTERNSHIP THAT STUDENTS ARE REQUIRED TO COMPLETE AT THE END OF THE SUMMER THROUGH THE CAREER SERVICES OFFICE. X X X 0 0 0 0 0 0 0 1 0 LAUREN R NOBLE EXECUTIVE DIRECTOR 194459 0 25000 0 0 0 6812 0 11436 0 237707 0 0 0 ISABELLE HARGROVE DIRECTOR OF DEVELOPMENT 150000 0 4000 0 0 0 4620 0 16035 0 174655 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR RECEIVED A PERFORMANCE BONUS AS REPORTED IN PART II, COLUMN (B)(II). X 7000 X 5 96547 AVG. SELLING PRICE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART 1, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT COVERS ALL DIRECTORS, OFFICERS, AND MEMBERS OF ANY COMMITTEES WITH BOARD DELEGATED POWERS, REQUIRING THEM TO ANNUALLY SUBMIT A STATEMENT TO THE BOARD OF DIRECTORS TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. DIRECTORS MUST ALSO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO THE BOARD AS THEY ARISE. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS BY MAJORITY VOTE, AND THE CONFLICTED PERSON MUST RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE ON SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS BASED ON COMPARABLE INDUSTRY STANDARDS. THE PROCESS WAS LAST CONDUCTED IN 2022 AND WAS CONTEMPORANEOUSLY DOCUMENTED BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT 234 CHURCH STREET, 7TH FLOOR, NEW HAVEN, CT 06510 OR BY CALLING (203) 745-1316. PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.