2023-11-15T13:26:33+00:00 2022-12-31 990 2022-01-01 061559156 Staff Retirement Holdings Inc STAF 2034325530 C/O Yale U TAX DEPT PO BOX 208239 New Haven CT 065208239 Stephen C Murphy Secretary & Director 2023-11-15 Stephen Murphy 999009999 2022 2023-04-26 12:10:37Z Matthew ST Mendelsohn PO Box 208255 New Haven CT 065208255 0 false X N/A X 1999 CT 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). 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 103339787 104592414 0 0 103339787 104592414 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). false false None 0 false false false false false false false false false true false false false false false false false false true false false false false false false false false true false false false false false false false false false false true true false false true 0 0 0 false false false false false false false false X 3 0 true false false false true true true true true false false true true true true true true false false false X Yale University Tax Department 2034325530 PO Box 208239 New Haven CT 065208239 X Alexander C Banker VP & Treas. & Director 0.2 52.4 X X 0 1430489 352396 Matthew ST Mendelsohn President & Director 0.2 52.4 X X 0 1704888 55241 Stephen C Murphy Secretary & Director 0.2 54.4 X X 0 550754 86340 Dean Takahashi Former VP & Treas. & Director 0.0 50.0 X 0 529770 49382 0 4215901 543359 0 true true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 103339787 104592414 0 0 0 103339787 104592414 0 0 0 0 0 0 X 33325156 37714516 70014631 66877898 103339787 104592414 103339787 104592414 X 0 -3136733 4389360 X false false false Investment in Limited Partnerships Private Investment Fund 104592414 F 104592414 Central America and the Caribbean 0 0 Investments 104592414 0 0 0 0 0 0 104592414 0 104592414 true false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual false true false Alexander C Banker VP & Treas. & Director 0 610757 0 799232 0 20500 0 315033 0 37363 0 1782885 0 189467 Matthew ST Mendelsohn President & Director 0 868529 0 815859 0 20500 0 34450 0 20791 0 1760129 0 0 Stephen C Murphy Secretary & Director 0 530254 0 0 0 20500 0 34450 0 51890 0 637094 0 0 Dean Takahashi Former VP & Treas. & Director 0 172539 0 0 0 357231 0 21325 0 28057 0 579152 0 0 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. Form 990, Part VI, Line 15 Staff Retirement Holdings, Inc. does not have any employees. The officers and directors are not compensated by Staff Retirement Holdings, Inc. All compensation reported on Part VII pertains to officers and directors compensated by Yale University (a related tax exempt organization) as employees of Yale University. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Stephen C. Murphy, Alexander C. Banker, and Matthew S.T. Mendelsohn - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders Yale University Retirement Plan for Staff Employees is the corporation's sole member. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Yale University Retirement Plan for Staff Employees, as the corporation's sole member, elects directors of Staff Retirement Holdings, Inc. to succeed the directors whose terms are expiring. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Yale University Retirement Plan for Staff Employees, as the corporation's sole member, has all rights, powers and privileges usually or by law accorded to the members of a nonstock nonprofit corporation. In addition to such other rights, powers, and privileges it may have by law, Yale University Retirement Plan for Staff Employees has the following rights, powers, and privileges: i.) to approve the acquisition by the corporation of any property and the incurring of any indebtedness for borrowed money; ii.) to remove any member of the Board of Directors at any time, regardless of the term for which such member may have been elected; iii.) to vote upon all matters on which members are entitled to vote under the Connecticut Revised Nonstock Corporation Act; and iv.) to act on any other matters on which action by members is required or permitted by its Bylaws. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by Yale University, a related tax exempt organization, and is reviewed by an officer of Staff Retirement Holdings, Inc. before filing. Form 990, Part VI, Line 12c Conflict of interest policy The Corporation's Conflict of Interest Policy obligates each current and covered former director, 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 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 actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and be given the opportunity to disclose all material facts to the director and members of the committee with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of a potential conflict of interest, the interested person is excused from the governing board or committee meeting while the determination of a conflict of interest is made, and is recused from participating in any vote on the matter. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing documents, including any amendments, and financial statements, to the extent provided as a part of its exemption application or annual Form 990, are available to the public upon request. The organization's conflict of interest policy is not currently made available to the public. Form 990, Part VII, Section A Columns (a) and (b) Individuals listed in part VII with compensation reported in column (E) received compensation from Yale University, 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 directors of staff retirement holdings, inc. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Capital Contributions - 4389360; PEOF Holdings LLC PO Box 208239 New Haven CT 065208239 205135710 Investment DE 0 104592414 Staff Retirement Holdings Inc 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 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 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 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 Board of Trustees of the Sheffield Scientific School C/O Yale University PO Box 208239 New Haven CT 065208239 066032565 Promotes the study of the physical, natural and mathematical sciences CT 501(c)(3) Type II Yale University false THE CHIEF EXEC LEADERSHIP INST OF THE YALE SCHOOL OF MGMTINC 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 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 C/O 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 Connecticut Boola Inc C/O Yale University PO Box 208239 New Haven CT 065208239 060798544 Investment CT NA C Corporation false See Part VII N/A false false false false false false false false false false false false true false false false false false false Schedule R, Parts III and IV As identified in Part II, Staff Retirement Holdings, Inc. (SRH) is related to Yale University (EIN: 06-0646973) which has numerous related organizations. See Schedule R, Parts III and IV, of Yale University's Form 990 for a list of the organizations, which by virtue of Yale's control of SRH are related organizations of SRH. Any related organization with which SRH has entered into a transaction reportable on Schedule R, Part V is reported on SRH's Form 990, Schedule R.