2026-03-23T19:45:31-05:00 2025-06-30 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990 2024-07-01 061013935 BERKELEY DIVINITY SCHOOL BERK 2034329285 409 PROSPECT STREET NEW HAVEN CT 06511 THE VERY REV DR ANDREW B MCGOWAN DEAN & PRESIDENT 2034329285 2026-03-19 1 0 JOSHUA R PEDERSEN CPA P01387005 8606779188 2026-03-19 2024 2025-03-06 01:10:19Z THE VERY REV DR ANDREW 409 PROSPECT STREET NEW HAVEN CT 06511 6314671 0 X HTTP://BERKELEYDIVINITY.YALE.EDU X 1854 CT TO PREPARE STUDENTS FOR ORDINATION AS CLERGY, OR TO SERVE AS LAY LEADERS IN THE EPISCOPAL CHURCH AND ANGLICAN COMMUNION. 28 20 0 28 0 0 3093836 2885005 117638 140126 3032437 3289540 0 0 6243911 6314671 1158721 1379172 0 0 1211821 1356256 0 0 342569 1021612 2087441 3392154 4822869 2851757 1491802 81940449 87251880 2856227 2562405 79084222 84689475 BERKELEY DIVINITY SCHOOL, AFFILIATED WITH YALE DIVINITY SCHOOL, IS A SEMINARY WHOSE MAIN PURPOSE IS TO PREPARE STUDENTS FOR ORDINATION AS CLERGY, OR TO SERVE AS LAY LEADERS IN THE EPISCOPAL CHURCH AND ANGLICAN COMMUNION. 0 0 2577831 1379172 6314671 PROGRAMS IN SUPPORT OF PREPARING STUDENTS FOR THE SACRED MINISTRY IN THE EPISCOPAL CHURCH AND ANGLICAN COMMUNION. FIFTY-TWO STUDENTS WERE ENROLLED IN THE CURRENT YEAR. 2577831 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 20 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X JOHN STACHNIEWICZ 2034328602 409 PROSPECT STREET NEW HAVEN CT 06511 DONYELLE MCCRAY TRUSTEE 0.25 X 0 0 0 GARY JONES TRUSTEE 0.25 X 0 0 0 HEATHER TOOKES TRUSTEE 0.25 X 0 0 0 CHARLES ROYCE VICE CHAIR 0.50 X X 0 0 0 CAROLINE WILLIAMSON TRUSTEE 0.25 X 0 0 0 THE RT REV JEFFREY MELLO TRUSTEE 0.25 X 0 0 0 CHRISTINA RUTHLAND TRUSTEE 0.25 X 0 0 0 THE VERY REV DR ANDREW B MCGOWAN DEAN & PRESIDENT 37.50 X X 214750 0 52743 JAMES ELROD CHAIR 0.50 X X 0 0 0 THOMAS BERARDINO TRUSTEE 0.25 X 0 0 0 RICHARD SCHELL TRUSTEE 0.25 X 0 0 0 HARTWELL HYLTON VICE CHAIR & FINANCE 0.50 X X 0 0 0 HUGH PAGE TRUSTEE 0.25 X 0 0 0 WHITNEY COE TRUSTEE 0.25 X 0 0 0 SILVIA GOSNELL TRUSTEE 0.25 X 0 0 0 MARGARET MARSHALL TRUSTEE 0.25 X 0 0 0 THE REV TRACY JOHNSON RUSSELL TRUSTEE 0.25 X 0 0 0 RAINEY DANKEL TRUSTEE 0.25 X 0 0 0 ANDREW BARNETT TRUSTEE 0.25 X 0 0 0 JUSTIN CRISP TRUSTEE 0.25 X 0 0 0 WESTINA MATTHEWS TRUSTEE 0.25 X 0 0 0 RICHARD CHILTON TRUSTEE 0.25 X 0 0 0 CLYDE TUGGLE TRUSTEE 0.25 X 0 0 0 JAMES ALEXANDER TRUSTEE 0.25 X 0 0 0 GREGORY STERLING DEAN, YALE DIVINITY SCHOOL 0.25 X 0 0 0 EMILY BAKEMEIER VICE PROVOST FOR ARTS AND 0.25 X 0 0 0 JENNIFER HERDT TRUSTEE 0.25 X 0 0 0 LINDA LORIMER VICE CHAIR & SECRETARY, YA 0.50 X 0 0 0 THE REV YEJIDE PETERS PIETERSEN ASSOCIATE DEAN AND DIRECTO 37.50 X 123250 0 8149 JONATHAN TAYLOR DIRECTOR OF ADVANCEMENT 37.50 X 158500 0 26209 BRANDON NAPPI EXECUTIVE DIRECTOR 37.50 X 115750 0 19107 612250 0 106208 4 0 1 0 BABBIDGE CONSTRUCTION COMPANY 1211 CHAPEL ST NEW HAVEN CT 06511 CONSTRUCTION 5039765 GL CAPASSO INC 34 LLOYD STREET NEW HAVEN CT 06513 CONSTRUCTION 279613 DAVID THOMPSON ARCHITECTS 1211 CHAPEL ST NEW HAVEN CT 06511 ARCHITECT 165417 3 2885005 240567 2885005 OTHER INCOME 900099 140126 140126 140126 3289540 3289540 6314671 0 0 3429666 1379172 1379172 614911 215219 295157 104535 458277 160397 219973 77907 283068 99074 135873 48121 38490 38490 55391 30465 16617 8309 301269 286206 15063 162203 64881 64881 32441 6895 6895 230355 230355 337639 337639 43930 43930 PROFESSIONAL/CONSULTING 544785 130358 413649 778 MEALS AND ENTERTAINMENT 135739 54296 54296 27147 DESIGN, PRINTING AND PR 68862 34431 34431 REPAIRS AND MAINTENANCE 60138 60138 101745 72507 20338 8900 4822869 2577831 1902469 342569 1907257 1481056 7844779 801063 814755 7043716 62492456 66123073 16725981 12604035 81940449 87251880 1753312 362571 1102915 2199834 2856227 2562405 X 12714995 15047627 66369227 69641848 79084222 84689475 81940449 87251880 1491802 4113451 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62492456 5105 3625512 66123073 61342758 735363 414335 62492456 62227163 759286 -1643691 61342758 63038514 1195677 -2007028 62227163 45946688 1210155 15881671 63038514 0.11789 0.16132 0.72079 1 0 52000 52000 7471449 770386 6701063 35000 35000 286330 30677 255653 7043716 YALE UNIVERSITY INVESTMENT POOL 66123073 F 66123073 ASSETS HELD IN TRUST AND UNDER SPLIT-INTEREST AGREEMENTS 6499754 DUE FROM YALE UNIVERSITY 6104281 12604035 LINE OF CREDIT 2199834 2199834 10428122 4113451 4113451 6314671 0 6314671 4822869 0 4822869 0 4822869 PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED IN PERPETUITY OR TIME/PURPOSE RESTRICTED FOR SCHOLARSHIP AID, PROFESSORSHIP SUPPORT, BUILDING RENOVATION AND MAINTENANCE, LECTURESHIPS, SPIRITUALITY PROGRAMS, AND OTHER PURPOSES INTENDED TO SUPPORT THE EDUCATIONAL MISSION OF THE SEMINARY AND PREPARE STUDENTS TO SERVE IN THE EPISCOPAL CHURCH AND ANGLICAN COMMUNION. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 SCHOLARSHIP AND FINANCIAL AID 28 1379172 PART I, LINE 2: BERKELEY DIVINITY SCHOOL MAINTAINS CERTAIN RESTRICTED ENDOWMENTS AND IS THE BENEFICIARY OF CERTAIN THIRD-PARTY TRUSTS FOR THE PURPOSE OF PROVIDING SCHOLARSHIP AID TO STUDENTS. THE INCOME FROM THESE FUNDS IS PAID DIRECTLY TO YALE UNIVERSITY PER THE TERMS OF THE AFFILIATION AGREEMENT. THE FINANCIAL AID OFFICE OF YALE DIVINITY SCHOOL IS RESPONSIBLE FOR DETERMINING THE FINANCIAL NEED AND ACADEMIC MERIT OF STUDENTS, AND FOR MAKING ALL SCHOLARSHIP/FINANCIAL AID AWARDS. GRANTS ARE AWARDED TO FACULTY AND STUDENTS FROM OUTSIDE AGENCIES AND THE FUNDS ARE SENT DIRECTLY TO THE UNIVERSITY TO BE MANAGED. GRANTS MAY ALSO BE AWARDED TO DOMESTIC ORGANIZATIONS. ORIGINAL RECEIPTS ARE SUBMITTED TO PROVIDE SUBSTANTIATION OF EXPENSES AND FINAL REPORTS ARE FORWARDED TO THE SPONSORS. SEE SCHEDULE O. X 1 1 X X X 0 0 0 0 0 0 0 0 0 THE VERY REV DR ANDREW B MCGOWAN DEAN & PRESIDENT 214750 0 0 0 0 0 44104 0 8639 0 267493 0 0 0 JONATHAN TAYLOR DIRECTOR OF ADVANCEMENT 158500 0 0 0 0 0 26165 0 44 0 184709 0 0 0 BRANDON NAPPI EXECUTIVE DIRECTOR 115750 0 0 0 0 0 19107 0 0 0 134857 0 0 0 THE REV YEJIDE PETERS PIETERSEN ASSOCIATE DEAN AND DIRECTO 123250 0 0 0 0 0 0 0 8149 0 131399 0 0 0 PART I, LINE 1A THE VERY REV. DR. ANDREW B. MCGOWAN, DEAN OF BERKELEY DIVINITY SCHOOL, IS PROVIDED ON CAMPUS HOUSING AS A CONDITION OF EMPLOYMENT FOR THE BENEFIT OF THE EMPLOYER. FELICITY JANE MCGOWAN HARLEY SPOUSE OF THE DEAN 82200 FACULTY SALARY WITH FULL DISCLOSURE AND APPROVAL OF THE BOARD. 0 X 7 240567 STOCK MARKET QUOTE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7B THE "AUTHORITY AND RESPONSIBILITY" FOR THE BUDGET RESTS WITH YALE UNIVERSITY, WHICH SUBMITS THE FINAL BUDGET TO THE BERKELEY DIVINITY SCHOOL BOARD IN ITS FIDUCIARY ROLE FOR ACCEPTANCE "AS AN APPROPRIATE USE OF THE ENDOWMENTS AND GIFTS OF BERKELEY DIVINITY SCHOOL". FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE RETURN IS FILED THE DEAN, LEAD ADMINISTRATOR, AND THE CHAIR OF THE AUDIT AND FINANCE COMMITTEES REVIEW THE RETURN AND APPROVE FOR SUBMISSION. COPIES, EXCLUDING SCHEDULE B, ARE THEN SHARED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BERKELEY DIVINITY SCHOOL CONFLICT OF INTEREST POLICY OBLIGATES EACH OFFICER, TRUSTEE, AND KEY EMPLOYEE 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 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, SECTION B, LINE 15 BERKELEY DIVINITY SCHOOL, BY ITS AFFILIATION AGREEMENT WITH YALE UNIVERSITY, IS SUBJECT TO ALL OF THE POLICIES AND PROCEDURES AT THE UNIVERSITY, INCLUDING HUMAN RESOURCE COMPENSATION AND HIRING GUIDELINES. THESE FORMAL POLICIES EXTEND TO ALL EMPLOYEES, REGARDLESS OF POSITION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART V, LINE 1A AND LINE 2A: AN AFFILIATION AGREEMENT WAS SIGNED BETWEEN YALE UNIVERSITY AND BERKELEY DIVINITY SCHOOL. UNDER THE AFFILIATION AGREEMENT, BERKELEY AGREES TO REMIT TO YALE ALL OF ITS GROSS INCOME FROM WHATEVER SOURCE DERIVED INCLUDING ITS INCOME FROM ENDOWMENT AND OTHER FUNDS (INCLUDING RESTRICTED ENDOWMENT FUNDS) AND GIFTS FOR CURRENT USE. ALL SUCH AMOUNTS SHALL BE REMITTED TO YALE AS RECEIVED. ALL RECEIPTS AND ALL DISBURSEMENTS OF BERKELEY SHALL BE PROCESSED BY YALE WITH COPIES TO BERKELEY. THE FINANCIAL AND OPERATING OBJECTIVE IS TO PROVIDE A COMPARATIVELY STABLE AND GRADUALLY INCREASING STREAM OF PAYMENTS BY BERKELEY TO YALE. YALE SHALL HOLD SUCH SURPLUS, IF ANY, IN RESERVE AGAINST FUTURE BUDGETARY NEEDS OF BERKELEY. AS A RESULT OF THIS AGREEMENT, ALL W-2'S AND 1099'S ARE REPORTED BY YALE UNIVERSITY.