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Nonprofit · EIN 34-6523145

YALE ALUMNI SCHOLARSHIP OF CLEVELAND

Tax-exempt · WESTLAKE, OH 44145

Financials

$617K$6K2023$437K$106K2024
Revenue Expenses · by fiscal year end
Financials of YALE ALUMNI SCHOLARSHIP OF CLEVELAND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$436,979$105,604$331,375$4,570,003$0$4,570,003
August 31, 2024990$616,718$5,803$610,915$4,265,799$0$4,265,799
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$11,043
Program service revenue
$0
Investment income
$425,936
Net gain from sales of assets
$363,806
Other revenue
$0

Expenses

Grants and similar amounts paid
$99,158
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$847
Accounting fees
$1,750
Program services (functional)
$99,158
Management and general (functional)
$6,446

Balance sheet and other

Total assets, start of year
$4,265,799
Total assets, end of year
$4,570,003
Total liabilities, end of year
$0
Net assets, end of year
$4,570,003
Publicly traded securities
$4,496,667
Net assets without donor restrictions
$4,570,003
Gross receipts
$1,190,963
Employees
0
Volunteers
18
Year formed
1971
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PATRICIA BARZTRUSTEE
Trustee or director
0.1$0
ARTHUR L CLEMENTS IIITRUSTEE
Trustee or director
0.1$0
HOLLY DICKERT-LEONARD MDTRUSTEE
Trustee or director
0.1$0
DAVID HERZERTRUSTEE
Trustee or director
0.1$0
MYRA EVANS LAPEYROLERIETRUSTEE
Trustee or director
0.1$0
HENRY OTT-HANSENTRUSTEE
Trustee or director
0.1$0
MARY BRUCE RAE-GRANTTRUSTEE
Trustee or director
0.1$0
ELLIOT SCHLANGTRUSTEE
Trustee or director
0.1$0
DANIEL URBANTRUSTEE
Trustee or director
0.1$0
WILLIAM STEWARTTRUSTEE
Trustee or director
0.1$0
JOON-LI KIMTRUSTEE
Trustee or director
0.1$0
STEPHEN KAUFMAN MDTRUSTEE
Trustee or director
0.1$0
ELIZABETH A SULLIVANTRUSTEE
Trustee or director
0.1$0
WILLIAM STEWART JRSECRETARY
Trustee or director, Officer
0.1$0
SAMUEL S HARTWELLPRESIDENT
Trustee or director, Officer
2$0
3 more people on this return
NameTitleHours / weekCompensation
SARAH OTT-HANSENVP, TREASURE
Trustee or director, Officer
0.4$0
JEREMIAH QUINLANYALE U-DEAN
Trustee or director
0.1$0
KARENSA DIFONZOYALE U-DIR F
Trustee or director
0.1$0
990 for the year ended August 31, 2024: 20 people
NameTitleHours / weekCompensation
PATRICIA BARZTRUSTEE
Trustee or director
0.1$0
ARTHUR L CLEMENTS IIITRUSTEE
Trustee or director
0.1$0
HOLLY DICKERT-LEONARD MDTRUSTEE
Trustee or director
0.1$0
DAVID HERZERTRUSTEE
Trustee or director
0.1$0
MYRA EVANS LAPEYROLERIETRUSTEE
Trustee or director
0.1$0
A R MICHELTRUSTEE
Trustee or director
0.1$0
SARAH OTT-HANSENTRUSTEE
Trustee or director
0.1$0
MARY BRUCE RAE-GRANTTRUSTEE
Trustee or director
0.1$0
ELLIOT SCHLANGTRUSTEE
Trustee or director
2$0
DANIEL URBANTRUSTEE
Trustee or director
0.1$0
WILLIAM STEWART JRTRUSTEE
Trustee or director
0.1$0
JOON-LI KIMTRUSTEE
Trustee or director
0.1$0
STEPHEN KAUFMAN MDTRUSTEE
Trustee or director
0.1$0
ROBERT H BAKERTRUSTEE
Trustee or director
0.1$0
ELIZABETH A SULLIVANTRUSTEE
Trustee or director
0.1$0
WILLIAM STEWARTTRUSTEE
Trustee or director
0.1$0
JEREMIAH QUINLANYALE U-DIR O
Trustee or director
0.1$0
KARENSA DIFONZOYALE U-DIR F
Trustee or director
0.1$0
SAMUEL S HARTWELLPRESIDENT, S
Trustee or director, Officer
2$0
HENRY OTT-HANSENVP, TREASURE
Trustee or director, Officer
0.1$0

Address and contacts

Address (IRS master file)
2001 CROCKER RD STE 510, WESTLAKE, OH 44145-6967
In care of
% WILLIAM STEWART
Principal officer (990 for 2024)
SAMUEL S HARTWELL, 2001 CROCKER ROAD, WESTLAKE, OH 44145
Signed the 990
SAMUEL S HARTWELL, PRESIDENT
Phone
(216) 696-3225
Return prepared by
HD GROWTH PARTNERS LLC

Mission

TO ENCOURAGE THE ENROLLMENT OF QUALIFIED STUDENTS TO YALE UNIVERSITY, TO ASSIST IN INTERVIEWING OF STUDENTS, & TO PROVIDE SCHOLARSHIP FUNDS TO YALE UNIVERSITY FOR GREATER CLEVELAND STUDENTS.

990 for the year ended August 31, 2025

Program accomplishments

  • CONTINUED TO ENCOURAGE THE ENROLLMENT OF QUALIFIED STUDENTS TO YALE UNIVERSITY, TO ASSIST IN THE INTERVIEWING OF STUDENTS FOR ADMISSION TO YALE UNIVERSITY FOR SCHOLARSHIPS FOR YALE STUDENTS FROM THE GREATER CLEVELAND AREA. THE FISCAL YEAR 2024 GRANT WAS MADE SUBSEQUENT TO 8/31/24; THEREFORE, THAT AMOUNT WAS ADDED TO THE FISCAL YEAR 2025 GRANT ON THIS 2024 FORM 990.
    Expenses $99,158 · grants $99,158

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
34-6523145
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1952
Accounting year ends
August
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$4,570,003
Income (IRS master file)
$1,190,963

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$436,979$105,604$4,570,003XML
990August 2024$616,718$5,803$4,265,799IRS
990August 2023$278,842$56,240$3,324,952IRS
990August 2022$1,343,564$37,470$2,824,289IRS
990August 2021–––IRS
990August 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-6523145).

Questions about YALE ALUMNI SCHOLARSHIP OF CLEVELAND

What is the EIN of YALE ALUMNI SCHOLARSHIP OF CLEVELAND?
The employer identification number (EIN) of YALE ALUMNI SCHOLARSHIP OF CLEVELAND is 34-6523145.
Is YALE ALUMNI SCHOLARSHIP OF CLEVELAND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
Are donations to YALE ALUMNI SCHOLARSHIP OF CLEVELAND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does YALE ALUMNI SCHOLARSHIP OF CLEVELAND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of YALE ALUMNI SCHOLARSHIP OF CLEVELAND due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did YALE ALUMNI SCHOLARSHIP OF CLEVELAND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of YALE ALUMNI SCHOLARSHIP OF CLEVELAND?
The 990 for the year ended August 31, 2025 names SAMUEL S HARTWELL.
Who are the officers and directors of YALE ALUMNI SCHOLARSHIP OF CLEVELAND?
The 990 for the year ended August 31, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does YALE ALUMNI SCHOLARSHIP OF CLEVELAND have?
On its 990 for the year ended August 31, 2025 it reported revenue of $436,979, expenses of $105,604 and total assets of $4,570,003 at year end.

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