POTSDAM COLLEGE FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POTSDAM COLLEGE FOUNDATION INC (EIN 23-7088021)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-13
- IRS object ID
- 202330139349301508
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-13T14:11:36-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 COMMERCE PARK DRIVE EAST | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237088021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTSDAM COLLEGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTS | BusinessNameControlTxt |
| Phone | 3152672190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 PIERREPONT AVENUE | AddressLine1Txt |
| City | POTSDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13676 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY KELLOGG | PersonNm |
| Person Title | CURRENT PRESIDENT | PersonTitleTxt |
| Phone | 3152672190 | PhoneNum |
| Signature | 2022-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | KELLOGG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD FARLEY JR CPA | PreparerPersonNm |
| PTIN | P01083459 | PTIN |
| Phone | 3157887690 | PhoneNum |
| Preparation | 2022-12-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAL CANIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 PIERREPONT AVENUE | AddressLine1Txt |
| City | POTSDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,876,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.POTSDAM.EDU/GIVING/PCF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE POTSDAM COLLEGE FOUNDATION IS TO SECURE AND MANAGE PRIVATE FINANCIAL SUPPORT AND OTHER GIFTS THAT BUILD A SUSTAINABLE FUTURE FOR SUNY POTSDAM. THE FOUNDATION IS COMMITTED TO THE COLLEGE'S GOAL TO RECRUIT AND RETAIN STUDENTS, AND ENHANCE THEIR EXPERIENCES IN AND OUT OF THE CLASSROOM. THE FOUNDATION STEWARDS ITS RESOURCES FOR THE LONG-TERM BENEFIT OF SUNY POTSDAM WHILE ALSO PROVIDING THE MAXIMUM POSSIBLE CURRENT FINANCIAL SUPPORT TO THE COLLEGE AND ITS STUDENTS, CONSISTENT WITH THE WISHES OF THE FOUNDATION'S GENEROUS DONORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,609,607 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,435,384 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $188,552 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $332,189 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,016,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,071,565 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,814,782 | PYTotalRevenueAmt |
| CY Total Revenue | $4,839,138 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,020,383 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,679,321 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $381,815 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $616,220 | PYOtherExpensesAmt |
| CY Other Expenses | $571,120 | CYOtherExpensesAmt |
| PY Total Expenses | $2,636,603 | PYTotalExpensesAmt |
| CY Total Expenses | $3,250,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,178,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,588,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,316,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,720,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,397 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,269,807 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,677,982 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE POTSDAM COLLEGE FOUNDATION IS TO SECURE AND MANAGE PRIVATE FINANCIAL SUPPORT AND OTHER GIFTS THAT BUILD A SUSTAINABLE FUTURE FOR SUNY POTSDAM. THE FOUNDATION IS COMMITTED TO THE COLLEGE'S GOAL TO RECRUIT AND RETAIN STUDENTS, AND ENHANCE THEIR EXPERIENCES IN AND OUT OF THE CLASSROOM. THE FOUNDATION STEWARDS ITS RESOURCES FOR THE LONG-TERM BENEFIT OF SUNY POTSDAM WHILE ALSO PROVIDING THE MAXIMUM POSSIBLE CURRENT FINANCIAL SUPPORT TO THE COLLEGE AND ITS STUDENTS, CONSISTENT WITH THE WISHES OF THE FOUNDATION'S GENEROUS DONORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,679,321 | ExpenseAmt |
| Grant | $2,679,321 | GrantAmt |
| Revenue | $332,189 | RevenueAmt |
| Desc | THE POTSDAM COLLEGE FOUNDATION IS A NON-PROFIT CORPORATION, ESTABLISHED IN 1968 TO STEWARD THE CONTINUED GROWTH OF PRIVATE GIVING IN SUPPORT OF SUNY POTSDAM. THE FOUNDATION IS GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES WHICH INCLUDES REPRESENTATION FROM SUNY POTSDAM'S ALUMNI, FACULTY, FACULTY EMERITI AND STUDENTS, AS WELL AS THE REGIONAL AND NATIONAL COMMUNITY. GIFTS TO THE FOUNDATION ARE USED TO PROVIDE ANNUAL SUPPORT TO MEET ONGOING CAMPUS NEEDS AND TO ESTABLISH PERMANENT ENDOWMENTS TO SUPPORT SUCH THINGS AS STUDENT SCHOLARSHIPS AND PROGRAMS. IN ADDITION, THE FOUNDATION OWNS ART OBJECTS AND CULTURAL ARTIFACTS THAT ARE USED FOR TEACHING AND FOR DISPLAY ON THE CAMPUS. THE TOTAL ASSETS MANAGED BY THE FOUNDATION EXCEED $51.176 MILLION, INCLUDING AN ENDOWMENT COMPRISED OF GIFTS FROM BOTH INDIVIDUALS AND INVESTMENT RETURN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,466 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $91,466 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,770,787 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE HAILE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3152672190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 PIERREPONT AVE | AddressLine1Txt |
| City | POTSDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13676 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AMY KELLOGG | ||||||
| CURRENT PRESIDENT | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE HAILE | ||||||
| TREASURER | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY HELANDER | ||||||
| SECRETARY | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES BERRIMAN | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| LYNNE BOLES | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| REBEKAH COVELL | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DEWITT | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| RONALD FISHBECK | ||||||
| VICE PRESIDENT | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY HIND | ||||||
| TRUSTEE/EMERITUS REPRESENT | 0.80 | Yes (X) | $0 | $0 | $0 | |
| SEAN LEOUS | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| CHRISTIAN MILLER | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| BLAIR MADORE | ||||||
| FACULTY SENATE REPRESENTAT | 0.80 | Yes (X) | $0 | $77,562 | $35,552 | |
| KYLIE WILKINS | ||||||
| STUDENT GOVERNMENT REPRESE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WAGNER | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| HENRIQUE SCHEMBRY | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| ERIN O'BRIEN WAGNER | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JOHN STRUTHERS | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| ROGER LINDEN | ||||||
| TRUSTEE EMERITUS REPRESENT | 0.80 | Yes (X) | $0 | $0 | $0 | |
| ADEBISI OJE | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN SIPHER | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| LAURA WESSING | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| MARJORIE CHIAFERY | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| PHIL NEISSER | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN ESTERBERG | ||||||
| FORMER TRUSTEE | 0.80 | Yes (X) | $0 | $235,114 | $42,401 | |
| JOHN GRAHAM | ||||||
| FORMER TRUSTEE | 0.80 | Yes (X) | $0 | $235,314 | $17,368 | |
| EILEEN WHELLEY | ||||||
| FORMER TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| SALVATORE J CANIA JR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $141,412 | $24,795 | |
| JULIE HELENBROOK | ||||||
| FOUNDATION BUSINESS MANAGER | 40.00 | Yes (X) | $0 | $6,954 | $954 | |
| KAREN CLARY | ||||||
| FORMER FOUNDATION BUSINESS MANAGER | 0.80 | Yes (X) | $0 | $29,011 | $4,613 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $725,367 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,683 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLUCIAN COMPANY LP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 RIDGE ROAD EAST | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CRM SERVICES | ServicesDesc |
| Compensation | $129,845 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,435,384 | AllOtherContributionsAmt |
| Noncash Contributions | $347,493 | NoncashContributionsAmt |
| Total Contributions | $2,435,384 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT PERFORMANCE SERIES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $332,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,189 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $332,189 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,465,408 | TotalRevenueColumnAmt |
| Exclusion | $1,465,408 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,549,814 | SecuritiesAmt |
| Other | $93,777 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,025,714 | SecuritiesAmt |
| Other | $11,720 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $524,100 | SecuritiesAmt |
| Other | $82,057 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606,157 | TotalRevenueColumnAmt |
| Exclusion | $606,157 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,839,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $332,189 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,071,565 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,179 | TotalAmt |
| Program Services | $1,816,179 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,142 | TotalAmt |
| Program Services | $863,142 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800 | TotalAmt |
| Management And General | $1,800 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,985 | TotalAmt |
| Management And General | $42,985 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,466 | TotalAmt |
| Program Services | $91,466 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING EXPENSE | $381,815 | $381,815 | |
| OTHER ADMINISTRATIVE EX | $33,054 | $33,054 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250,441 | TotalAmt |
| Program Services | $2,770,787 | ProgramServicesAmt |
| Management And General | $97,839 | ManagementAndGeneralAmt |
| Fundraising | $381,815 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,713 | BOYAmt |
| EOY | $515,491 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,337,349 | BOYAmt |
| EOY | $769,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $598,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $323,460 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,179 | BOYAmt |
| EOY | $274,946 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,660,348 | BOYAmt |
| EOY | $49,161,598 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,173,433 | BOYAmt |
| EOY | $977,567 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,072 | BOYAmt |
| EOY | $21,407 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,316,094 | BOYAmt |
| EOY | $51,720,379 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,287 | BOYAmt |
| EOY | $42,397 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,287 | BOYAmt |
| EOY | $42,397 | 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 | $15,129,317 | BOYAmt |
| EOY | $6,406,637 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,140,490 | BOYAmt |
| EOY | $45,271,345 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,269,807 | BOYAmt |
| EOY | $51,677,982 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,316,094 | BOYAmt |
| EOY | $51,720,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,588,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,184,412 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $1,026,852 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$1,022,962 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,518,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,404,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,256,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,609,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,435,384 | CurrentTaxYearAmt |
| Total | $18,224,675 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,166,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,166,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,997,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,026,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,026,852 | CurrentTaxYearAmt |
| Total | $6,384,433 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,685,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,570,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,254,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,636,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,462,236 | CurrentTaxYearAmt |
| Total | $24,609,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,609,108 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,215,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,568,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,006,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,465,408 | CurrentTaxYearAmt |
| Total | $8,313,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,922,888 | TotalSupportAmt |
| Public Support CY170 | 0.74750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74660 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,062,769 | BeginningYearBalanceAmt |
| Contributions | $1,028,077 | ContributionsAmt |
| Investment Earnings Or Losses | $1,935,884 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,799,911 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,226,819 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,026,840 | BeginningYearBalanceAmt |
| Contributions | $2,174,297 | ContributionsAmt |
| Investment Earnings Or Losses | $1,602,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $741,104 | GrantsOrScholarshipsAmt |
| End Year Balance | $40,062,769 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,220,690 | BeginningYearBalanceAmt |
| Contributions | $1,261,094 | ContributionsAmt |
| Investment Earnings Or Losses | $1,513,111 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $968,055 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,026,840 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,715,581 | BeginningYearBalanceAmt |
| Contributions | $1,670,860 | ContributionsAmt |
| Investment Earnings Or Losses | $1,421,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,587,517 | GrantsOrScholarshipsAmt |
| End Year Balance | $35,220,690 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,557,143 | BeginningYearBalanceAmt |
| Contributions | $4,086,164 | ContributionsAmt |
| Investment Earnings Or Losses | $1,836,695 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,764,421 | GrantsOrScholarshipsAmt |
| End Year Balance | $33,715,581 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $598,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,460 | DepreciationAmt |
| Book Value | $274,946 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $274,946 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITIES PAYABLE | Desc |
| Amt | $42,397 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,397 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$3,314,532 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,184,413 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,026,852 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,890 | OtherRevenueAmt |
| Revenue Not Reported | -$8,153,671 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,839,139 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,839,139 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,277,293 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,026,852 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,026,852 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,250,441 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,250,441 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRIMARY INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO MAINTAIN A STEADY SOURCE OF FUNDING FOR STUDENT SCHOLARSHIPS TO SUNY POTSDAM STUDENTS AND COLLEGE ASSISTANCE, INCLUDING FUNDS FOR CAMPUS IMPROVEMENTS AND VARIOUS OTHER COLLEGE PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE FOUNDATION PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITION BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENT. U.S. FORMS 990 FILED BY THE FOUNDATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION IS NO LONGER SUBJECT TO TAX EXAMINATION FOR THE YEARS ENDED JUNE 30, 2018, AND PRIOR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,890. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASHBURN & MCGOLDRICK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 N BRYN MAWR AVENUE STE 252 | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $31,569 | RetainedByContractorAmt |
| Net To Organization | -$31,569 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $31,569 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$31,569 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE UNIVERSITY OF NEW YORK (SUNY POTSDAM) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 PIERREPONT AVENUE | AddressLine1Txt |
| City | POTSDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 146013200 | RecipientEIN |
| IRC Section | GOV | IRCSectionDesc |
| Cash Grant | $1,816,179 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PROGRAMS, CAMPUS IMPROVEMENTS, DEVELOPMENT, STUDENT SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 485 | RecipientCnt |
| Cash Grant | $863,142 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESTRICTIONS FOR EACH FUND/ACCOUNT ARE DOCUMENTED ON A DESIGNATION SCREEN WITHIN OUR DATABASE, MAKING THEM EASILY ACCESSIBLE AS ACCOUNTS PAYABLE REQUESTS ARE SUBMITTED. ADDITIONALLY, WHEN A FUND IS ENDOWED, A GIFT AGREEMENT IS GENERATED OUTLINING DONOR INTENT AND USE OF FUNDS. ALL ACCOUNTS ARE MONITORED AND REVIEWED ANNUALLY BY THE FOUNDATION BUSINESS OFFICE AND STEWARDSHIP OFFICE. ADDITIONALLY, ALL ACCOUNTS ARE REVIEWED SEMI-ANNUALLY WITH CAMPUS LEADERSHIP TO ENSURE PROPER USE IN ORDER TO MEET THE GREATEST NEEDS OF THE COLLEGE AND ITS PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTIN ESTERBERG | ||||||||||||||
| FORMER TRUSTEE | $0 | $235,114 | $0 | $0 | $0 | $0 | $0 | $21,421 | $0 | $20,980 | $0 | $277,515 | $0 | $0 |
| JOHN GRAHAM | ||||||||||||||
| FORMER TRUSTEE | $0 | $235,314 | $0 | $0 | $0 | $0 | $0 | $8,494 | $0 | $8,874 | $0 | $252,682 | $0 | $0 |
| SALVATORE J CANIA JR | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $141,412 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,975 | $0 | $166,387 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $347,493 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD OF TRUSTEES REVIEWS AND APPROVES 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES ARE REQUIRED TO FILL OUT A CONFICT OF INTEREST FORM ON ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL FORMS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EXPENSES RELATED TO IN-KIND SERVICES AND USE OF FACILITIES -1,026,852. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,890. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| STATE UNIVERSITY OF NEW YORK (SUNY POTSDAM) | |||||||||
| STATE UNIVERSITY | POTSDAM | NY | 13676 | 146013200 | EDUCATION | NY | 0 | ||
| PACES | |||||||||
| MERRITT HALL SUNY POTSDAM | POTSDAM | NY | 13676 | 150532293 | AUXILIARY SERVICES | NY | 0 | 501(C)(3) | 170(B)(1)(A)(IV) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STATE UNIVERSITY OF NEW YORK (SUNY POTSDAM) | ||
| B | $1,816,179 | CASH PAID |
| STATE UNIVERSITY OF NEW YORK (SUNY POTSDAM) | ||
| N | $1,026,852 | ESTIMATED MARKET VALUE |