Higher Education Emergency Relief Fund Disclosures

Coronavirus Aid, Relief and Economic Security Act (CARES)

Annual and Final Report for CARES Act/ HEERF I was submitted on January 25, 2021

The following information is the final quarterly posting and the final report that covers all remaining HEERF fund expenditures for Section 18004(a)(1) Student Portion funds and is provided per U.S. Department of Education reporting requirements. Section 18004(e) of the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act” or the “Act”), Public Law 116-136, 134 Stat. 281 (March 27, 2020), directs institutions receiving funds under Section 18004 of the Act to submit (in a time and manner required by the Secretary) a report to the Secretary describing the use of funds distributed from the Higher Education Emergency Relief Fund (“HEERF”). Section 18004(c) of the CARES Act requires institutions to use no less than 50 percent of the funds received from Section 18004(a)(1) of the Act to provide Emergency Financial Aid Grants to Students for expenses related to the disruption of campus operations due to coronavirus (including eligible expenses under a student's cost of attendance such as food, housing, course materials, technology, health care, and child-care).


• Emory University acknowledges that it signed and returned to the U.S. Department of Education the Certification and Agreement for funds received under Section 18004(a)(1) of the CARES Act to provide Emergency Financial Aid Grants to students on August 25, 2020.

• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $3,987,171.

• As of 12/14/20, the total amount of Emergency Financial Aid Grants distributed by Emory to students under Section 18004(a)(1) of the CARES Act is $3,987,171.

• The estimated total number of students at Emory University eligible to participate in programs under Section 484 in Title IV of the Higher Education Act of 1965 and thus eligible to receive Emergency Financial Aid Grants to students under Section 18004(a)(1) of the CARES Act is 5,754.

• The estimated total number of students who received an Emergency Financial Aid Grant to students under Section 18004(a)(1) of the CARES Act is 3,190.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under Section 18004(a)(1) of the CARES Act is outlined below:

In alignment with Dept of Education guidance, Emory distributed CARES Act Emergency Financial Aid Grants to Title IV aid-eligible undergraduate students with a federal Expected Family Contribution (EFC)/Student Aid Index (SAI) of $9,500 or less, and graduate and professional students with a federal Expected Family Contribution (EFC)/Student Aid Index (SAI) of $13,650 or less, i.e., to those students with the greatest identified financial need. Each recipient must have been enrolled in Spring 2020 and must be currently enrolled in Fall 2020. This approach provides aid to approximately 20% of Emory’s students.

• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:

Eligible students were notified as follows:

• They required no additional application to receive CARES Act funding.

• They received an award (emergency financial aid grant) through CARES Act funding provided to the university.

• The amount of the award.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• CARES Act funds are not taxable, per federal guidelines. "Emergency financial aid grants under the CARES Act for unexpected expenses, unmet financial need, or expenses related to the disruption of campus operations on account of the COVID-19 pandemic, such as unexpected expenses for food, housing, course materials, technology, health care, or childcare, are qualified disaster relief payments under section 139 of the Internal Revenue Code. This grant is not includible in your gross income." (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act

Coronavirus Response and Relief Supplemental Appropriations Act (CRRSAA) - HEERF II

December 31, 2021 Quarterly Report. The following report represents numbers and amounts from October 1, 2021 to December 31, 2021 and is the final quarterly posting and the final report that covers all remaining HEERF II Student portion fund expenditures:

• Emory University acknowledges that it has agreed to the terms and conditions outline by the U.S. Department of Education for funds received under the CRRSAA (HEERF II) programs to provide Emergency Financial Aid Grants to Students.

• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $3,987,171.

• For the quarter ending 12/31/2021, the total amount of Emergency Financial Aid Grants distributed by Emory to students under CRRSAA is $152,871.

• The estimated total number of students who received an Emergency Financial Aid Grant to students under CRRSAA is 110.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under CRRSAA is outlined below:

In alignment with Dept of Education guidance, Emory distributed CRRSSAA Emergency Financial Aid Grants to Title IV aid-eligible graduate/professional students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $7,000 or less. Each recipient must have been enrolled in Fall 2021

• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:

Eligible students were notified as follows:

• They required no additional application to receive HEERF funding.

• They received an award (emergency financial aid grant) of $1,400 each through HEERF funding provided to the university.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• HEERF funds are not taxable, per federal guidelines. (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act )



September 30, 2021 Quarterly Report. The following report represents numbers and amounts from July 1, 2021 to September 30, 2021:

• Emory University acknowledges that it has agreed to the terms and conditions outline by the U.S. Department of Education for funds received under the CRRSAA (HEERF II) programs to provide Emergency Financial Aid Grants to Students.

• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $3,987,171.

• For the quarter ending 9/30/2021, the total amount of Emergency Financial Aid Grants distributed by Emory to students under CRRSAA is $1,857,800.

• The estimated total number of students who received an Emergency Financial Aid Grant to students under CRRSAA is 1,327.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under CRRSAA is outlined below:

In alignment with Dept of Education guidance, Emory distributed CRRSSAA Emergency Financial Aid Grants to Title IV aid-eligible students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $7,000 or less. Each recipient must have been enrolled in Fall 2021

• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:

Eligible students were notified as follows:

• They required no additional application to receive HEERF funding.

• They received an award (emergency financial aid grant) of $1,400 each through HEERF funding provided to the university.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• HEERF funds are not taxable, per federal guidelines. (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act )


June 30, 2021 Quarterly Report:

• Emory University acknowledges that it has agreed to the terms and conditions outline by the U.S. Department of Education for funds received under the CRRSAA (HEERF II) programs to provide Emergency Financial Aid Grants to Students.

• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $3,987,171.

• For the quarter ending 6/30/2021, the total amount of Emergency Financial Aid Grants distributed by Emory to students under CRRSAA is $1,976,500.

• The estimated total number of students at Emory University eligible to participate in programs under Section 484 in Title IV of the Higher Education Act of 1965 and thus eligible to receive Emergency Financial Aid Grants to students CRRSAA is 7,609.

• The estimated total number of students who received an Emergency Financial Aid Grant to students under CRRSAA is 3,953.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under CRRSAA is outlined below:

In alignment with Dept of Education guidance, Emory distributed CRRSSAA Emergency Financial Aid Grants to Title IV aid-eligible students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $7,033 or less. Each recipient must have been enrolled in Spring 2020 and must be currently enrolled in Fall 2020. This approach provides aid to approximately 20% of Emory’s students.

• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:

Eligible students were notified as follows:

• They required no additional application to receive HEERF funding.

• They received an award (emergency financial aid grant) of $500 each through HEERF funding provided to the university.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• HEERF funds are not taxable, per federal guidelines. (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act )

American Rescue Plan (ARP) - HEERF III

March 31, 2022 Quarterly Report. The following report represents numbers and amounts from January 1, 2022 to March 31, 2022 and is the final quarterly posting and the final report that covers all remaining HEERF III Student portion fund expenditures:

• Emory University acknowledges that it has agreed to the terms and conditions outlined by the U.S. Department of Education for funds received under the ARP (HEERF III) programs to provide Emergency Financial Aid Grants to Students.


• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $10,131,102.

• For the quarter ending 3/31/2022, the total amount of Emergency Financial Aid Grants distributed by Emory to students under ARP is $241,097 .

• The estimated total number of students who received an Emergency Financial Aid Grant to students under ARP is 1,443.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under ARP is outlined below:

In alignment with Dept of Education guidance, Emory distributed ARP Emergency Financial Aid Grants to Title IV aid-eligible undergraduate students with a federal Pell eligibility. Each recipient must have been enrolled in Spring 2022.


• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:

Eligible students were notified as follows:



• They required no additional application to receive HEERF funding.

• They received an award (emergency financial aid grant) of $167.09 each through HEERF funding provided to the university.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• HEERF funds are not taxable, per federal guidelines. (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act)

December 31, 2021 Quarterly Report. The following report represents numbers and amounts from October 1, 2021 to December 31, 2021:


• Emory University acknowledges that it has agreed to the terms and conditions outlined by the U.S. Department of Education for funds received under the ARP (HEERF III) programs to provide Emergency Financial Aid Grants to Students.


• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $10,131,102.

• For the quarter ending 12/31/2021, the total amount of Emergency Financial Aid Grants distributed by Emory to students under ARP is $61,429.

• The estimated total number of students who received an Emergency Financial Aid Grant to students under ARP is 36.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under ARP is outlined below:

In alignment with Dept of Education guidance, Emory distributed ARP Emergency Financial Aid Grants to Title IV aid-eligible undergraduate students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $25,000 or less. Each recipient must have been enrolled in Fall 2021.

In alignment with Dept of Education guidance, Emory distributed ARP Emergency Financial Aid Grants to Title IV aid-eligible graduate and professional students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $7,000 or less. Each recipient must have been enrolled in Fall 2021.


• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:

Eligible students were notified as follows:

• They required no additional application to receive HEERF funding.

• They received an award (emergency financial aid grant) of $1,400-$3,050 each through HEERF funding provided to the university, depending on their undergraduate/graduate enrollment status.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• HEERF funds are not taxable, per federal guidelines. (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act )


September 30, 2021 Quarterly Report. The following report represents numbers and amounts from July 1, 2021 to September 30, 2021:

• Emory University acknowledges that it has agreed to the terms and conditions outlined by the U.S. Department of Education for funds received under the ARP (HEERF III) programs to provide Emergency Financial Aid Grants to Students.


• The total amount of funds Emory University received from the Department pursuant to the institution’s Certification and Agreement [for] Emergency Financial Aid Grants to Students is $10,131,102.

• For the quarter ending 9/30/2021, the total amount of Emergency Financial Aid Grants distributed by Emory to students under ARP is $9,816,595.

• The estimated total number of students who received an Emergency Financial Aid Grant to students under ARP is 3,923.

• The methodology used by Emory University to determine which students received Emergency Financial Aid Grants and how much they received under ARP is outlined below:

In alignment with Dept of Education guidance, Emory distributed ARP Emergency Financial Aid Grants to Title IV aid-eligible undergraduate students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $25,080 or less. Each recipient must have been enrolled in Fall 2021.

In alignment with Dept of Education guidance, Emory distributed ARP Emergency Financial Aid Grants to Title IV aid-eligible graduate and professional students with a Expected Family Contribution (EFC)/Student Aid Index (SAI) of $7,000 or less. Each recipient must have been enrolled in Fall 2021
• Instructions, directions, or guidance provided by Emory University to students concerning the Emergency Financial Aid Grants, included the following:


Eligible students were notified as follows:

• They required no additional application to receive HEERF funding.

• They received an award (emergency financial aid grant) of $1,400-$3,050 each through HEERF funding provided to the university, depending on their undergraduate/graduate enrollment status.

• The award/refund was generated from individual student accounts via direct deposit. For those who do not have direct deposits, a check was mailed to the student’s permanent address.

• HEERF funds are not taxable, per federal guidelines. (https://www.irs.gov/newsroom/faqs-higher-education-emergency-relief-fund-and-emergency-financial-aid-grants-under-the-cares-act )

HEERF Institutional Reporting

“In accordance with the Department of Education’s reporting guidance, please find a PDF of Emory’s Quarterly Public Reporting Form for (a)(1) Institutional Portion."

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00156400_HEERF_Q22023_07102023

00156400_HEERF_Q12023_04102023

00156400_HEERF_Q42022_01102023

00156400_HEERF_Q32022_10102022

00156400_HEERF_Q22022_07102022

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