2025-07-11T11:10:17-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC ONE CORPORATE DRIVE SUITE 725 SHELTON CT 064846241 990 2024-01-01 275131268 BUCKLEY INSTITUTE INC BUCK 2037451316 265 CHURCH STREET SUITE 404 NEW HAVEN CT 06510 LAUREN NOBLE EXECUTIVE DIRECTOR AND FOUNDER 2037451316 2025-07-11 1 1 MICHAEL F GANINO P00321131 2039293535 2025-07-11 2024 2025-03-06 01:10:19Z LAUREN NOBLE 265 CHURCH STREET SUITE 404 NEW HAVEN CT 06510 6017013 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 10 26 0 0 2239688 3647988 14800 17270 90487 161239 -206109 -53738 2138866 3772759 52200 41700 0 0 691193 985997 0 0 360567 861150 985921 1604543 2013618 534323 1759141 3724135 6225642 39506 699267 3684629 5526375 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 1299335 41699 17270 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. 1299335 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 10 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 CT X X LAUREN NOBLE 2037451316 265 CHURCH STREET SUITE 404 NEW HAVEN CT 06510 LAUREN R NOBLE EXECUTIVE DIRECTOR AND FOUNDER 40.00 X X 262926 0 21285 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 GAIL LAVIELLE DIRECTOR 1.00 X 0 0 0 NICHOLAS QUINN ROSENKRANZ DIRECTOR 1.00 X 0 0 0 THOMAS HOOD DIRECTOR 1.00 X 0 0 0 ISABELLE HARGROVE DIRECTOR OF DEVELOPMENT 40.00 X 170442 0 24094 ARI SCHAFFER DIRECTOR OF COMMUNICATIONS 40.00 X 139508 0 13361 572876 0 58740 3 0 1 0 ALLEGRA PRINTING & IMAGING 30 NUTMEG DRIVE UNIT 1-1 TRUMBULL CT 06611 PRINTING, COPYING & POSTAGE 111092 1 464697 3183291 275989 3647988 CONFERENCE REVENUES 611710 17270 17270 17270 160811 160811 2120696 2120268 428 428 428 54000 464697 123986 -69986 -69986 CREDIT CARD REWARDS 900099 13418 13418 ROYALTIES 900099 1868 1868 MISCELLANEOUS INCOME 900099 962 962 16248 3772759 17270 0 107501 6000 6000 33900 33900 1800 1800 631616 304701 127895 199020 274726 182451 44724 47551 6515 5281 1004 230 11301 6985 4316 61839 33719 11623 16497 15151 15151 103945 103945 10444 10444 92493 80570 2130 9793 56039 56039 156227 74445 18848 62934 92677 83409 9268 25282 5056 20226 363301 363061 240 9412 8471 941 13172 5876 7296 STUDENT FELLOWS PROGRAM 24636 24636 AUDIO VISUAL 21070 21070 MISCELLANEOUS 2072 1865 207 2013618 1299335 353716 360567 676996 545319 693502 338741 44554 528207 69893 64332 132265 11474 11208 120791 2207982 3993422 20000 634830 3724135 6225642 39506 58145 0 641122 39506 699267 X 3534036 4297432 150593 1228943 3684629 5526375 3724135 6225642 1759141 82605 0 X X 0 1 X 0 0 X 1176452 1726878 1922665 2239688 3701988 10767671 1176452 1726878 1922665 2239688 3701988 10767671 1067614 9700057 11126 2711 42720 95914 160811 313282 9892 5745 10120 16774 16248 58779 11139732 42470 0.87080 0.92170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 9,892. 2021 AMOUNT: $ 5,745. 2022 AMOUNT: $ 10,120. 2023 AMOUNT: $ 16,774. 2024 AMOUNT: $ 14,380. ROYALTIES - 2024 AMOUNT: $ 1,868. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71546 774000 18015 4618 0 858943 71546 71546 0 0 87931 6594 81337 33334 4880 28454 11000 11000 120791 SECURITY DEPOSITS 20000 OPERATING ROU ASSET 614830 634830 OPERATING LEASE LIABILITY 641122 641122 X 3855364 82605 82605 3772759 0 3772759 2013618 0 2013618 0 2013618 PART V, LINE 4: THE PURPOSE OF THE PAUL BREMER FELLOWSHIP FUND IS TO SUPPORT THE BUCKLEY INSTITUTE'S WASHINGTON, D.C. FELLOWSHIP, WITH THE GOAL OF COVERING THE ASSOCIATED COSTS OF AT LEAST ONE STUDENT PARTICIPANT ANNUALLY. THE MARK PALMER FELLOWSHIP FUND IS TO SUPPORT THE BUCKLEY INSTITUTE'S WASHINGTON, D.C. FELLOWSHIP, WITH THE GOAL OF COVERING THE ASSOCIATED COSTS OF AT LEAST ONE STUDENT PARTICIPANT ANNUALLY. TERRY M. HOLCOMBE MEMORIAL FUND: THE PURPOSE OF THE FUND IS TO SUPPORT THE BUCKLEY INSTITUTE'S ACTIVITIES RELATING TO INTERNATIONAL AFFAIRS. THIS WOULD INCLUDE BUT NOT BE LIMITED TO LECTURES, DEBATES, AND SIMILAR PROGRAMS ON TOPICS SUCH AS SOUTH AND CENTRAL AMERICA, THE GLOBAL SOUTH, AND OTHER WORLD REGIONS. RICHARD MAYOR LEADERSHIP FUND: THE PURPOSE OF THE FUND IS TO SUPPORT THE BUCKLEY INSTITUTE'S ACTIVITIES RELATING TO LEADERSHIP, INCLUDING BUT NOT LIMITED TO THE LUX ET VERITAS LEADERSHIP PROGRAM, LECTURES BY THOUGHT-LEADERS, AND SIMILAR PROGRAMS. PART X, LINE 2: THE INSTITUTE IS A NON-PROFIT, NON-STOCK CONNECTICUT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. IT QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION AND IS, THEREFORE, NOT A PRIVATE FOUNDATION. THE INSTITUTE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2021. DINNER 518697 464697 54000 73594 10000 40392 518697 464697 54000 73594 10000 40392 123986 -69986 1 SPRING BREAK SEMINAR 9 1350 LEADERSHIP PROGRAM STIPENDS 11 16250 FACULTY PRIZE 1 10000 ESSAY PRIZES 9 5250 FALL BREAK SEMINAR 7 1050 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 AND FOUNDER 235426 0 27500 0 0 0 7888 0 13397 0 284211 0 0 0 ISABELLE HARGROVE DIRECTOR OF DEVELOPMENT 160442 0 10000 0 0 0 4813 0 19281 0 194536 0 0 0 ARI SCHAFFER DIRECTOR OF COMMUNICATIONS 129508 0 10000 0 0 0 4185 0 9176 0 152869 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED DISCRETIONARY BONUSES TO PERSONS LISTED ON PART VII OF THE 990, AND IS REPORTED IN PART II, COLUMN B(II). X 11 275989 AVG. SELLING PRICE 0 0 0 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. THE DISCUSSIONS ARE REPORTED IN THE BOARD MINUTES. 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 2024 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 WRITTEN REQUEST. 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.