ALUMNI FUND ALUMNI ASSO COLLEGE OF MEDICINE SUNY HEALTH SCIENCE CTR: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALUMNI FUND ALUMNI ASSO COLLEGE OF MEDICINE SUNY HEALTH SCIENCE CTR (EIN 11-6017810)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-16
- IRS object ID
- 202432609349301273
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T12:48:02-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920780479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REID TAX & ADVISORY SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 JERICHO TPKE STE 400 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117971705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116017810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALUMNI FUND- ALUMNI ASSOCIATION- | BusinessNameLine1Txt |
| Business Name Line2 | COLLEGE OF MEDICINE STATE UNIVERSI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALUM | BusinessNameControlTxt |
| Phone | 7182702075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 CLARKSON AVE MSC 1204 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN MARIE BEDDOE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7182702075 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN COHEN CPA | PreparerPersonNm |
| PTIN | P00021402 | PTIN |
| Phone | 5168020100 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN MARIE BEDDOE | PrincipalOfficerNm |
| Gross Receipts | $4,602,820 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | DOWNSTATE.EDU/ALUMNI/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $782,153 | PYContributionsGrantsAmt |
| CY Contributions Grants | $636,122 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $441,759 | PYInvestmentIncomeAmt |
| CY Investment Income | $679,163 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,223,912 | PYTotalRevenueAmt |
| CY Total Revenue | $1,315,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $408,696 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $575,554 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $460,915 | PYOtherExpensesAmt |
| CY Other Expenses | $580,717 | CYOtherExpensesAmt |
| PY Total Expenses | $869,611 | PYTotalExpensesAmt |
| CY Total Expenses | $1,156,271 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $354,301 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $159,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,753,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,398,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,668,031 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,382,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $577,042 | ExpenseAmt |
| Grant | $575,554 | GrantAmt |
| Desc | GRANTING OF SCHOLARSHIPS AND AWARDS TO STUDENTS, SUPPORTING RESEARCH PROJECTS, MENTORING PROGRAMS, AND PROVIDING ASSISTANCE TO THE ALUMNI ASSOCIATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTING OF SCHOLORSHIPS AND AWARDS TO STUDENTS, SUPPORTING RESEARCH PROJECTS, MENTORING PROGRAMS, AND PROVIDING ASSISTANCE TO THE ALUMNI ASSOCIATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $577,042 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FREEDLAND | PersonNm |
| Phone | 7182702075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 CLARKSON AVE | AddressLine1Txt |
| Address Line2 | 450 CLARKSON AVE | AddressLine2Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ANN MARIE BEDDOE | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE DIBRIENZA | |||||
| EXECUTIVE DI | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR MICHAEL GOLDSTEIN | |||||
| CHAIR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| UMEKO TAKESHIGE | |||||
| VICE CHAIR | Yes (X) | $0 | $0 | $0 | |
| LINDA NICOLL | |||||
| SECRETARY/ T | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL CESA | |||||
| HISTORIAN | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE GORDON | |||||
| CHAIR- FUND | Yes (X) | $0 | $0 | $0 | |
| CONSTANCE SHAMES | |||||
| CHAIR STUDEN | Yes (X) | $0 | $0 | $0 | |
| WILLIAM KUTCHER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| SUZANNE S MIRRA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| PAUL A PIPIA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| RICHARD SADOVSKY | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $636,122 | AllOtherContributionsAmt |
| Noncash Contributions | $13,950 | NoncashContributionsAmt |
| Total Contributions | $636,122 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $466,340 | TotalRevenueColumnAmt |
| Exclusion | $466,340 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,500,358 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,287,535 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $212,823 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $212,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,823 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,315,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,823 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $466,340 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,554 | TotalAmt |
| Program Services | $575,554 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,561 | TotalAmt |
| Management And General | $38,561 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,153 | TotalAmt |
| Management And General | $58,153 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,527 | TotalAmt |
| Management And General | $2,527 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,976 | TotalAmt |
| Program Services | $1,488 | ProgramServicesAmt |
| Management And General | $1,488 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE TO ALUMNI ASSOCIATION | Desc |
| Total | $470,000 | TotalAmt |
| Management And General | $470,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,271 | TotalAmt |
| Program Services | $577,042 | ProgramServicesAmt |
| Management And General | $579,229 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,934 | BOYAmt |
| EOY | $369,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,221 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,860,295 | BOYAmt |
| EOY | $13,976,639 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,657,880 | BOYAmt |
| EOY | $5,041,743 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,753,109 | BOYAmt |
| EOY | $19,398,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,203 | BOYAmt |
| EOY | $16,395 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,875 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,078 | BOYAmt |
| EOY | $16,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,126 | BOYAmt |
| EOY | $1,210,826 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,523,905 | BOYAmt |
| EOY | $18,171,648 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,668,031 | BOYAmt |
| EOY | $19,382,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,753,109 | BOYAmt |
| EOY | $19,398,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $159,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,555,429 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $683,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $782,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $636,122 | CurrentTaxYearAmt |
| Total | $3,030,571 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $683,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $782,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $636,122 | CurrentTaxYearAmt |
| Total | $3,030,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,030,571 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $407,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $368,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $466,340 | CurrentTaxYearAmt |
| Total | $1,872,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,903,549 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,443 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INT. IN PERPETUAL TRUST | Desc |
| Book Value | $5,041,743 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,041,743 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,805,742 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,555,417 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$64,960 | OtherRevenueAmt |
| Revenue Not Reported | $1,490,457 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,315,285 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,315,285 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,091,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$64,960 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$64,960 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,156,271 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,156,271 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | GRANT ALUMNI ASSOCIATION -64,960 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | GRANT - ALUMNI ASSOCIATION -64,960 |
| SCHEDULE D, PAGE 4, PART XIII | THE FUND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. YEARS ENDING DECEMBER 31, 2020 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| A.O.A-ETA CHAPTER OF NY | $1,000 |
| FULL YEAR RESEARCH | $25,000 |
| OTHER SCHOOL PROGRAMS | $103,084 |
| SUMMER RESEARCH | $126,733 |
| TUITION SCHOLARSHIPS | $246,350 |
| IPAD GRANT | $71,187 |
| AWARDS | $2,200 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | GRANTING OF SCHOLORSHIPS AND AWARDS TO STUDENTS, SUPPORTING RESEARCH PROJECTS, MENTORING PROGRAMS, AND PROVIDING ASSISTANCE TO THE ALUMNI ASSOCIATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CHAIRMAN AND VICE CHAIRMAN REVIEWED THE FORMS WITH THE ACCOUNTANTS AND ATTORNEY PRIOR TO THEIR BEING FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE POLICY IS REVIEWED ANNUALLY BY EACH BOARD MEMBER. BEFORE BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE WILL BE REFLECTED IN THE MINUTES OF THE MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | PUBLIC INSPECTION IS AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | GRANT ALUMNI ASSOCIATION -64,960 GRANT - ALUMNI ASSOCIATION 64,960 |