RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK (EIN 14-1368361)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-08
- IRS object ID
- 202333429349300003
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-08T06:01:25+00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141368361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Research Foundation for The State University of New York | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESE | BusinessNameControlTxt |
| Phone | 5184347050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ryan Farrell | PersonNm |
| Person Title | Interim Chief Financial Officer | PersonTitleTxt |
| Phone | 5184347050 | PhoneNum |
| Signature | 2023-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MR | PersonFirstNm |
| Person Last | FARRELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR MELUR K RAMASUBRAMANIAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,425,639,801 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RFSUNY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 14618 | TotalEmployeeCnt |
| Total Volunteers | 560 | TotalVolunteersCnt |
| Total Gross UBI | $2,271,893 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $251,170 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,117,457,739 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,157,026,914 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $175,077,334 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $191,795,381 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,283,931 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,199,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,437,145 | PYOtherRevenueAmt |
| CY Other Revenue | $28,382,955 | CYOtherRevenueAmt |
| PY Total Revenue | $1,368,256,149 | PYTotalRevenueAmt |
| CY Total Revenue | $1,395,404,960 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $626,070,894 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $706,373,275 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $602,109,145 | PYOtherExpensesAmt |
| CY Other Expenses | $651,108,349 | CYOtherExpensesAmt |
| PY Total Expenses | $1,228,180,039 | PYTotalExpensesAmt |
| CY Total Expenses | $1,357,481,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $140,076,110 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,923,336 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,436,768,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,528,226,855 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $689,665,282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $700,087,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $747,103,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $828,139,421 | 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 | $711,902,024 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $769,724 | RevenueAmt |
| Desc | RESEARCH- PROGRAM SERVICE ACCOMPLISHMENTS- SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $110,210,438 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $512,441 | RevenueAmt |
| Desc | PUBLIC SERVICE- PROGRAM SERVICE ACCOMPLISHMENTS- SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,651,932 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8 | RevenueAmt |
| Desc | TRAINING AND EDUCATION- PROGRAM SERVICE ACCOMPLISHMENTS - SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,728,956 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $213,923,974 | RevenueAmt |
| Desc | THE RF PROVIDES SERVICES TO CAMPUS-RELATED ORGANIZATIONS ACROSS 31 SUNY LOCATIONS AND TO RF AFFILIATES - SEPARATE, PRIVATE CORPORATIONS THAT SUPPORT CAMPUS GOALS TO CONDUCT COLLABORATIVE RESEARCH PROJECTS, EMPOWER SMALL BUSINESS INCUBATION, AND MANAGE AND DEVELOP REAL ESTATE. THE RF OFFERS HUMAN RESOURCES/PAYROLL AND PURCHASING/PAYABLES ADMINISTRATIVE SERVICES TO THESE ORGANIZATIONS. CAMPUS-RELATED ORGANIZATIONS ARE CREATED TO SUPPORT SUNY'S MISSION; EXAMPLES OF SUCH ORGANIZATIONS ARE CAMPUS FOUNDATIONS AND CLINICAL PRACTICE PLANS AT THE SUNY MEDICAL INSTITUTIONS. APPROXIMATELY 1,800 INDIVIDUALS WERE EMPLOYED BY THE RF FOR THESE PROGRAM SERVICES. THE RF ALSO ADMINISTERS GRANTS AND CONTRACTS SUCH AS SCHOLARSHIPS AND FELLOWSHIPS FOR SUNY STUDENTS THAT ARE FUNDED BY EXTERNAL SPONSORS AND ADMINISTERS PROGRAMS SUCH AS THE SUNY TECHNOLOGY ACCELERATOR FUND (TAF), WHICH ENABLES FACULTY INVENTORS AND SCIENTISTS TO DEMONSTRATE THAT THEIR PROMISING IDEAS HAVE COMMERCIAL POTENTIAL THROUGH FEASIBILITY STUDIES, PROTOTYPING, AND TESTING. THE REMAINING APPROXIMATELY 2,800 INDIVIDUALS EMPLOYED BY THE RF WERE MAINLY CORPORATE STAFF SUPPORTING THE PROGRAMS DESCRIBED IN LINES 4A THROUGH 4D. FOR MORE INFORMATION ABOUT THE RF GO TO WWW.RFSUNY.ORG. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $262,728,956 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $213,923,974 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,173,493,350 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4287 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14618 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR RYAN FARRELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184347050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| COL TIMOTHY J LAWRENCE | |||||||||
| DIRECTOR (AS OF 09/2022) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR BAHGAT SAMMAKIA | |||||||||
| DIRECTOR | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR HARVEY STENGER | |||||||||
| DIRECTOR (THROUGH 2/2023) | 2.0 | 0.0 | Yes (X) | $125,000 | $0 | $12,500 | |||
| DR MAURIE D MCINNIS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR SATISH K TRIPATHI | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR DANIEL C TOMSON | |||||||||
| CHAIR | 9.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR EDWARD SPIRO | |||||||||
| DIRECTOR (AS OF 09/2022) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR ERIC L COCHRAN | |||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR JEFFREY BLACK | |||||||||
| DIRECTOR THROUGH 2/2023 | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT MEGNA | |||||||||
| DIRECTOR | 7.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT P BALACHANDRAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MR ROBERT S AZEKE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MS DIANE M MINAS | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MS EILEEN WHELLEY | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MS HEATHER BRICCETTI MULLIGAN | |||||||||
| DIRECTOR (AS OF 2/2023) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MS HILLARY D HANSEN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR JEFFREY CHEEK | |||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 37.5 | 0.0 | $345,877 | $0 | $38,516 | Yes (X) | |||
| MR CHRISTOPHER ASHLEY | |||||||||
| GENERAL COUNSEL AND SECRETARY | 37.5 | 0.0 | $282,983 | $0 | $52,718 | Yes (X) | |||
| MR RYAN P FARRELL | |||||||||
| INTERIM CHIEF FINANCIAL OFFICER | 37.5 | 0.0 | $166,205 | $0 | $28,689 | Yes (X) | |||
| MS EMILY KUNCHALA | |||||||||
| CHIEF FINANCIAL OFFICER | 37.5 | 0.0 | $244,213 | $0 | $67,009 | Yes (X) | |||
| MR JOSHUA TOAS | |||||||||
| CHIEF COMPLIANCE OFFICER | 37.5 | 0.0 | $214,623 | $0 | $50,438 | Yes (X) | |||
| MR DAVID ANDERSON | |||||||||
| PRESIDENT NY CREATES | 37.5 | 0.0 | $284,287 | $0 | $25,953 | Yes (X) | |||
| MR DAVID MARCUS | |||||||||
| CIO, STONY BROOK FOUNDATION | 37.5 | 0.0 | $455,444 | $0 | $52,835 | Yes (X) | |||
| MS DIANE FISCHER | |||||||||
| AVP FOR ACADEMIC BUDGET AND FINANCIAL PLANNING | 37.5 | 0.0 | $283,217 | $0 | $29,798 | Yes (X) | |||
| MS EILEEN M PEZZI | |||||||||
| VP FOR DEVELOPMENT, UPSTATE MEDICAL UNIV | 37.5 | 0.0 | $338,365 | $0 | $69,859 | Yes (X) | |||
| MS LORRAINE L MANZELLA | |||||||||
| ADMN DIR UPSTATE UNIV MED ASSOCIATION | 37.5 | 0.0 | $293,330 | $0 | $48,129 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,033,544 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $476,444 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 539 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Air Liquide Electronics UC LP | ||||||
| 9811 KATY FREEWAY | SUITE 100 | HOUSTON | NY | 77024 | Gas and Chemical MGT | $3,216,225 |
| Bank of New York Mellon Corporation | ||||||
| 240 Greenwich Street | New York | NY | 10286 | Investments Custodian | $2,378,608 | |
| MedBest Medical Management INcorporated | ||||||
| 251 Salina Meadows Parkway | Suite 100 | Syracuse | NY | 13212 | Staffing Agency | $2,035,476 |
| University Neurology Incorporated | ||||||
| 100 High Street | Buffalo | NY | 14203 | UB Study Related to Health Improvements | $1,285,928 | |
| Bank of America | ||||||
| 100 North Tyron Street | Charlotte | NC | 28255 | Banking Services | $1,016,128 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 125 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $708,372,095 | GovernmentGrantsAmt |
| All Other Contributions | $448,654,819 | AllOtherContributionsAmt |
| Noncash Contributions | $43,035 | NoncashContributionsAmt |
| Total Contributions | $1,157,026,914 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ACTIVITY | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $191,795,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $191,795,381 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $191,795,381 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,467,686 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,195 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,442,491 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,972,189 | TotalRevenueColumnAmt |
| Exclusion | $4,972,189 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,595,126 | SecuritiesAmt |
| Other | $11,371,739 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,078,840 | SecuritiesAmt |
| Other | $11,156,001 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,516,286 | SecuritiesAmt |
| Other | $215,738 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,732,024 | TotalRevenueColumnAmt |
| Exclusion | $7,732,024 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| AGENCY FEES | 561000 | $6,969,783 | $6,969,783 | |
| SERVICE CENTER REVENUE | 541380 | $7,747,009 | $5,500,311 | $2,246,698 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,693,974 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,693,974 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,410,766 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,395,404,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $212,959,449 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,271,893 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,146,704 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655,603 | TotalAmt |
| Management And General | $1,655,603 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,414 | TotalAmt |
| Program Services | $123,414 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,912,813 | TotalAmt |
| Program Services | $437,721,268 | ProgramServicesAmt |
| Management And General | $75,191,545 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,217,308 | TotalAmt |
| Program Services | $27,407,035 | ProgramServicesAmt |
| Management And General | $4,810,273 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,968,909 | TotalAmt |
| Program Services | $104,602,998 | ProgramServicesAmt |
| Management And General | $22,365,911 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,495,228 | TotalAmt |
| Program Services | $27,643,460 | ProgramServicesAmt |
| Management And General | $4,851,768 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,310 | TotalAmt |
| Program Services | $188,849 | ProgramServicesAmt |
| Management And General | $1,159,461 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,464 | TotalAmt |
| Program Services | $19,919 | ProgramServicesAmt |
| Management And General | $293,545 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,783 | TotalAmt |
| Management And General | $135,783 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,545,934 | TotalAmt |
| Management And General | $2,545,934 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,279,106 | TotalAmt |
| Program Services | $81,969,505 | ProgramServicesAmt |
| Management And General | $14,309,601 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,301,772 | TotalAmt |
| Program Services | $874,159 | ProgramServicesAmt |
| Management And General | $1,427,613 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,289,324 | TotalAmt |
| Program Services | $91,283,165 | ProgramServicesAmt |
| Management And General | $9,006,159 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,143,770 | TotalAmt |
| Program Services | $3,781,582 | ProgramServicesAmt |
| Management And General | $8,362,188 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,128,608 | TotalAmt |
| Program Services | $6,128,608 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,247,217 | TotalAmt |
| Program Services | $38,204,774 | ProgramServicesAmt |
| Management And General | $6,042,443 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,994,532 | TotalAmt |
| Program Services | $14,248,033 | ProgramServicesAmt |
| Management And General | $2,746,499 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,583,777 | TotalAmt |
| Program Services | $5,640,140 | ProgramServicesAmt |
| Management And General | $1,943,637 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,092,790 | TotalAmt |
| Program Services | $14,142,783 | ProgramServicesAmt |
| Management And General | $2,950,007 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,376,154 | TotalAmt |
| Program Services | $87,063,228 | ProgramServicesAmt |
| Management And General | $4,312,926 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,400 | TotalAmt |
| Program Services | $442,923 | ProgramServicesAmt |
| Management And General | $1,491,477 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBCONTRACTS | $118,593,383 | $118,386,026 | $207,357 |
| TUITION AND FEES | $23,119,083 | $22,449,161 | $669,922 |
| FELLOWSHIPS | $21,176,859 | $20,458,504 | $718,355 |
| EQUIPMENT | $40,065,249 | $33,736,579 | $6,328,670 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,438,834 | TotalAmt |
| Program Services | $36,977,237 | ProgramServicesAmt |
| Management And General | $10,461,597 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,481,624 | TotalAmt |
| Program Services | $1,173,493,350 | ProgramServicesAmt |
| Management And General | $183,988,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,817,104 | BOYAmt |
| EOY | $61,572,114 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,400,649 | BOYAmt |
| EOY | $224,378,891 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,258,400 | BOYAmt |
| EOY | $21,288,059 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,997 | BOYAmt |
| EOY | $1,513 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,310 | BOYAmt |
| EOY | $61,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $991,573,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $523,963,197 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,464,494 | BOYAmt |
| EOY | $467,610,275 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,819,311 | BOYAmt |
| EOY | $205,948,734 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,891,307 | BOYAmt |
| EOY | $385,289,802 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,232,548 | BOYAmt |
| EOY | $5,202,577 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,824,259 | BOYAmt |
| EOY | $156,873,727 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,768,379 | BOYAmt |
| EOY | $1,528,226,855 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,544,195 | BOYAmt |
| EOY | $146,191,530 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,200,616 | BOYAmt |
| EOY | $262,521,279 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,165,000 | BOYAmt |
| EOY | $2,920,000 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,742,630 | BOYAmt |
| EOY | $159,153,559 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,500,000 | BOYAmt |
| EOY | $1,570,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,512,841 | BOYAmt |
| EOY | $127,731,066 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,665,282 | BOYAmt |
| EOY | $700,087,434 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,689,959 | BOYAmt |
| EOY | $797,197,175 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,413,138 | BOYAmt |
| EOY | $30,942,246 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,103,097 | BOYAmt |
| EOY | $828,139,421 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,768,379 | BOYAmt |
| EOY | $1,528,226,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,923,336 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $22,497,774 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $20,615,214 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $957,792,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,341,231,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,093,382,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,117,457,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,157,026,914 | CurrentTaxYearAmt |
| Total | $5,666,890,945 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $957,792,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,341,231,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,093,382,336 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,117,457,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,157,026,914 | CurrentTaxYearAmt |
| Total | $5,666,890,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $397,182,823 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,269,708,122 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,326,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,127,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,342,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,194,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,414,680 | CurrentTaxYearAmt |
| Total | $74,406,229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $25,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $663,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $252,170 | CurrentTaxYearAmt |
| Total | $1,357,617 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,788,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,526,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,753,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,964,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,164,068 | CurrentTaxYearAmt |
| Total | $859,197,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,601,852,258 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,041,351,126 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7982 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7794 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II OTHER INCOME | SEE ATTACHMENT |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - AGENCY FEES, COLUMN A - 7029653.0, COLUMN B - 7146522.0, COLUMN C - 6652471.0, COLUMN D - 6547825.0, COLUMN E - 6969783.0, COLUMN F - 34346254.0; DESCRIPTION - OTHER EDUC. SUPPORT SERVICES, COLUMN A - 20761900.0, COLUMN B - 26343671.0, COLUMN C - 24774767.0, COLUMN D - 18054374.0, COLUMN E - 8693974.0, COLUMN F - 98628686.0; DESCRIPTION - EQUITY PARTNERSHIP, COLUMN A - 2478438.0, COLUMN B - 2574840.0, COLUMN C - 2448062.0, COLUMN D - 2285326.0, COLUMN E - , COLUMN F - 9786666.0; DESCRIPTION - AGENCY DIRECT, COLUMN A - XXX-XX-XXXX.0, COLUMN B - XXX-XX-XXXX.0, COLUMN C - XXX-XX-XXXX.0, COLUMN D - XXX-XX-XXXX.0, COLUMN E - , COLUMN F - XXX-XX-XXXX.0; DESCRIPTION - SERVICE CENTER REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 5500311.0, COLUMN F - 5500311.0; |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $135,783 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $135,783 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B DESCRIPTION OF LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | THE REPORTED EXPENDITURES ARE INCURRED BY THE RF AS FISCAL AGENT FOR THE STATE UNIVERSITY OF NEW YORK (SUNY) SYSTEM ADMINISTRATION AND MANY OF SUNY'S 64 MEMBER INSTITUTIONS WITH REGARD TO FEDERAL, STATE, AND LOCAL LEGISLATION AND DIRECT FUNDING SUPPORT FOR VARIOUS PROJECTS TO BE SPONSORED BY OR ADMINISTERED BY NUMEROUS SUNY CAMPUSES. BECAUSE THE RF ACTS AS FISCAL AGENT FOR SUNY AND ITS MEMBER INSTITUTIONS, EXPENDITURES INCURRED BY SUNY AND THE RF REGARDING FEDERAL LEGISLATION AND FUNDING ARE REPORTED ON THE APPROPRIATE FEDERAL LOBBY DISCLOSURE ACT (LDA) FORM LD-2. EXPENDITURES FOR STATE AND LOCAL LEGISLATION AND APPROPRIATIONS ARE REPORTED BY SUNY CONSISTENT WITH APPLICABLE NEW YORK STATE AND NEW YORK CITY LAW AND REGULATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,413,138 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,308,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $631,617 | OtherExpendituresAmt |
| Administrative Expenses | $148,158 | AdministrativeExpensesAmt |
| End Year Balance | $30,942,246 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,891,429 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,220,280 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,058,953 | OtherExpendituresAmt |
| Administrative Expenses | $199,058 | AdministrativeExpensesAmt |
| End Year Balance | $20,413,138 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,196,756 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $4,782,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $899,663 | OtherExpendituresAmt |
| Administrative Expenses | $188,362 | AdministrativeExpensesAmt |
| End Year Balance | $23,891,429 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,403,732 | BeginningYearBalanceAmt |
| Contributions | $8,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $614,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $674,050 | OtherExpendituresAmt |
| Administrative Expenses | $147,371 | AdministrativeExpensesAmt |
| End Year Balance | $20,196,756 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,979,153 | BeginningYearBalanceAmt |
| Contributions | $4,200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $570,711 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| Administrative Expenses | $146,132 | AdministrativeExpensesAmt |
| End Year Balance | $12,403,732 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,204,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $211,223,282 | DepreciationAmt |
| Book Value | $112,980,766 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $667,369,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $312,739,915 | DepreciationAmt |
| Book Value | $354,629,509 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $467,610,275 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE MULTISTRATEGY FUNDS | $79,633,489 | F |
| INVEST IN EQUITY PARTNERSHIP | $3,182,603 | F |
| CREDIT SECURITIES FUNDS | $3,029,507 | F |
| GLOBAL EQUITIES FUNDS | $117,309,086 | F |
| HEDGED EQUITIES FUNDS | $72,030,967 | F |
| PRIVATE EQUITY FUNDS | $89,161,904 | F |
| POOLED ENDOWMENT | $20,942,246 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $385,289,802 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due From Broker | $43,401,516 |
| Royalty Receivable | $410,000 |
| Deferred Compensation Plan Assets | $8,704,109 |
| Right To Use Asset - Operating Lease | $104,358,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $156,873,727 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| POST RETIREMENT BENEFIT LIABILITY | $4,126,500 |
| 457B PLAN LIABILITY | $8,704,109 |
| INTEREST RATE SWAP | $108,605 |
| Due to Broker | $10,290,539 |
| Operating Leases | $104,501,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $127,731,066 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,243,252,009 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $22,497,774 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,615,214 | OtherRevenueAmt |
| Revenue Not Reported | $43,112,988 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,200,139,021 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,470,558 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $191,795,381 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $195,265,939 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,395,404,960 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,162,215,685 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,162,215,685 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,470,558 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $191,795,381 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $195,265,939 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,357,481,624 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT FUNDS DESCRIBED IN THIS SECTION CONSIST OF THREE AWARDS FROM THE NATIONAL INSTITUTE ON MINORITY HEALTH AND HEALTH DISPARITIES (NIMHD), TWO OF WHICH WERE FULLY COLLECTED BY THE RF. THE THIRD ENDOWMENT GRANT WAS AWARDED IN JUNE 2023 AND SCHEDULED TO BE RECIEVED IN $2.0 MILLION INCREMENTS OVER THE FIRST FIVE YEAR-PERIODS OF THE GRANT. UNDER THESE GRANTS THE ENDOWMENT RETURND ARE TO BE USED TO FACILITATE MINORITY AND HEALTH DISPARITIES RESEARCH. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FOOTNOTE 2(o) OF THE JUNE 30, 2023 AUDITED FINANCIAL STATEMENTS CONTAINS THE FOLLOWING LANGUAGE REGARDING FIN 48 (ASC 740): THE RF IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND, THEREFORE, IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE RF RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022. THE RF IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS AND BELIEVES THAT IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2019. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | GAIN ON INTEREST RATE SWAP - 144751 POST RETIREMENT CHANGE IN NET ASSETS - 20470463 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | AGENCY PROGRAM SERVICE REVENUE - XXX-XX-XXXX |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | AGENCY PROGRAM SERVICE EXPENSE - XXX-XX-XXXX |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 11 | Program Services | Organized Research | $73,050 |
| Central America and the Caribbean | 0 | 5 | Program Services | Public Services | $54,953 |
| East Asia and the Pacific | 0 | 70 | Program Services | Training | $4,030,187 |
| East Asia and the Pacific | 1 | 13 | Program Services | Organized Research | $374,006 |
| East Asia and the Pacific | 0 | 3 | Program Services | Public Services | $53,717 |
| Europe (Including Iceland and Greenland) | 0 | 53 | Program Services | Organized Research | $7,559,559 |
| Europe (Including Iceland and Greenland) | 0 | 4 | Program Services | Public Services | $25,938 |
| Europe (Including Iceland and Greenland) | 0 | 2 | Program Services | Educational Support | $152,012 |
| Middle East and North Africa | 0 | 2 | Program Services | Organized Research | $10,908 |
| Middle East and North Africa | 0 | 5 | Program Services | Public Services | $29,916 |
| North America (Canada & Mexico only) | 0 | 17 | Program Services | Organized Research | $123,888 |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | Educational Support | $3,339 |
| Russia and Neighboring States | 0 | 1 | Program Services | Public Services | $6,311 |
| South America | 1 | 3 | Program Services | Organized Research | $8,329 |
| South America | 0 | 12 | Program Services | Public Services | $120,932 |
| South Asia | 0 | 1 | Program Services | Organized Research | $25,732 |
| South Asia | 0 | 5 | Program Services | Public Services | $98,237 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Training | $111,522 |
| Sub-Saharan Africa | 1 | 13 | Program Services | Organized Research | $275,690 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Public Services | $126,955 |
| Central America and the Caribbean | 0 | 0 | Investments | Investments | $307,407,658 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | Investments | $576,981 |
| North America (Canada & Mexico only) | 0 | 0 | Investments | Investments | $1,212,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 202 | SubtotalEmployeesCnt |
| Continuation Total Office | 1 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 18 | ContinuationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 220 | TotalEmployeeCnt |
| Subtotal Spent | $12,652,777 | SubtotalSpentAmt |
| Continuation Spent | $309,810,008 | ContinuationSpentAmt |
| Total Spent | $322,462,785 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JEFFREY CHEEK | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $345,477 | $0 | $0 | $0 | $400 | $0 | $22,169 | $0 | $16,347 | $0 | $384,393 | $0 | $0 | $0 |
| MR CHRISTOPHER ASHLEY | ||||||||||||||
| GENERAL COUNSEL AND SECRETARY | $282,983 | $0 | $0 | $0 | $0 | $0 | $26,660 | $0 | $26,058 | $0 | $335,701 | $0 | $0 | $0 |
| MS EMILY KUNCHALA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $243,853 | $0 | $0 | $0 | $360 | $0 | $24,671 | $0 | $42,338 | $0 | $311,222 | $0 | $0 | $0 |
| MR RYAN P FARRELL | ||||||||||||||
| INTERIM CHIEF FINANCIAL OFFICER | $165,805 | $0 | $0 | $0 | $400 | $0 | $15,570 | $0 | $13,119 | $0 | $194,894 | $0 | $0 | $0 |
| MR JOSHUA TOAS | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $214,623 | $0 | $0 | $0 | $0 | $0 | $21,387 | $0 | $29,051 | $0 | $265,061 | $0 | $0 | $0 |
| MR DAVID MARCUS | ||||||||||||||
| CIO, STONY BROOK FOUNDATION | $425,444 | $0 | $30,000 | $0 | $0 | $0 | $21,969 | $0 | $30,866 | $0 | $508,279 | $0 | $0 | $0 |
| MS EILEEN M PEZZI | ||||||||||||||
| VP FOR DEVELOPMENT, UPSTATE MEDICAL UNIV | $308,365 | $0 | $30,000 | $0 | $0 | $0 | $27,855 | $0 | $42,004 | $0 | $408,224 | $0 | $0 | $0 |
| MS LORRAINE L MANZELLA | ||||||||||||||
| ADMN DIR UPSTATE UNIV MED ASSOCIATION | $293,330 | $0 | $0 | $0 | $0 | $0 | $33,335 | $0 | $14,794 | $0 | $341,459 | $0 | $0 | $0 |
| MS DIANE FISCHER | ||||||||||||||
| AVP FOR ACADEMIC BUDGET AND FINANCIAL PLANNING | $283,217 | $0 | $0 | $0 | $0 | $0 | $28,367 | $0 | $1,431 | $0 | $313,015 | $0 | $0 | $0 |
| MR DAVID ANDERSON | ||||||||||||||
| PRESIDENT NY CREATES | $284,277 | $0 | $0 | $0 | $10 | $0 | $12,072 | $0 | $13,881 | $0 | $310,240 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Compensation Of President | THE PROCESS TO ESTABLISH THE RF PRESIDENT'S COMPENSATION IS DESCRIBED FURTHER IN SCHEDULE O. |
| Schedule J, Part I, Line 7 NON-FIXED PAYMENTS | NON-FIXED PAYMENTS (OTHER REPORTABLE COMPENSATION) INCLUDE PAYMENTS TO MS. EILLEEN PEZZI & MR. DAVID MARCUS FOR PERFORMANCE AWARDS. INDIVIDUAL INCENTIVES UNDER THE RF WELLNESS PROGRAM AND RECOGNITION AWARDS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Sammakia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of Board Member | RelationshipDescriptionTxt |
| Transaction | $123,414 | TransactionAmt |
| Transaction | Employee Compensation | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | RESEARCH RELATED EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,035 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Quote for value provided by manufacturer of the system | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 Mission | MISSION OF THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK: A. TO ASSIST IN DEVELOPING AND INCREASING THE FACILITIES OF THE STATE UNIVERSITY OF NEW YORK TO PROVIDE MORE EXTENSIVE EDUCATIONAL OPPORTUNITIES FOR AND SERVICE TO ITS STUDENTS, FACULTY, STAFF AND ALUMNI, AND TO THE PEOPLE OF THE STATE OF NEW YORK, BY MAKING AND ENCOURAGING GIFTS, GRANTS, CONTRIBUTIONS AND DONATIONS OF REAL AND PERSONAL PROPERTY TO OR FOR THE BENEFIT OF THE STATE UNIVERSITY OF NEW YORK; B.TO RECEIVE, HOLD AND ADMINISTER GIFTS OR GRANTS, AND TO ACT WITHOUT PROFIT AS TRUSTEE OF EDUCATIONAL OR CHARITABLE TRUSTS, OF BENEFIT TO AND IN KEEPING WITH THE EDUCATIONAL PURPOSES AND OBJECTS OF THE STATE UNIVERSITY OF NEW YORK; AND C. TO FINANCE THE CONDUCT OF STUDIES AND RESEARCH IN ANY AND ALL FIELDS OF THE ARTS AND SCIENCES, OF BENEFIT TO AND IN KEEPING WITH THE EDUCATIONAL PURPOSES AND OBJECTS OF THE STATE UNIVERSITY OF NEW YORK. |
| Form 990, Part III, Line 4a Program Service Accomplishments- Research | THE RF PROVIDES SUNY FACULTY AND STAFF WITH ADMINISTRATIVE SUPPORT FOR RESEARCH GRANTS AND AWARDS THAT ARE FUNDED BY SPONSORS (FEDERAL AND STATE GOVERNMENTS, PRIVATE SECTOR COMPANIES AND NONPROFIT FOUNDATIONS). THE ADMINISTRATIVE SUPPORT INCLUDES SERVICES SUCH AS HIRING PERSONNEL NECESSARY TO CONDUCT THE RESEARCH, PURCHASING EQUIPMENT AND SUPPLIES, PREFUNDING EXPENSES PRIOR TO SPONSOR REIMBURSEMENT AND PROVIDING FINANCIAL REPORTS TO THE SPONSORS. THESE RESEARCH GRANTS AND AWARDS ENCOMPASS A WIDE RANGE OF DISCIPLINES INCLUDING IN LIFE SCIENCES AND MEDICINE; ENGINEERING AND NANOTECHNOLOGY; PHYSICAL SCIENCES AND ENERGY; SOCIAL SCIENCES, AND COMPUTER AND INFORMATION SCIENCES. THE RF SUPPORTED 6,000 RESEARCH GRANTS AND AWARDS THAT WERE CONDUCTED BY 2,500 FACULTY MEMBERS (PRINCIPAL INVESTIGATORS) DURING THE FISCAL YEAR ENDED JUNE 30, 2023. THIS YEAR, RESEARCH AT SUNY LED TO 211 INVENTION DISCLOSURES, 71 ISSUED U.S. PATENTS, 60 LICENSE AND OPTION AGREEMENTS EXECUTED, AND 255 PATENT APPLICATIONS FILED. AS OF JUNE 30, 2023 THERE WERE 148 STARTUPS IN OPERATION. |
| Form 990, Part III, Line 4b Program Service Accomplishments- Public Service | SUNY FACULTY AND STAFF CONDUCT VARIOUS PROGRAMS THAT BENEFIT LOCAL COMMUNITIES AND BEYOND SUCH AS PROVIDING WORKFORCE DEVELOPMENT SERVICES, EDUCATIONAL AND THERAPEUTIC SERVICES TO CHILDREN THROUGH EARLY INTERVENTION PROGRAMS AND COORDINATING SMALL BUSINESS DEVELOPMENT CENTER ACTIVITIES. FUNDING FOR THESE GRANTS AND PROGRAMS IS PROVIDED BY SPONSORS TO THE RF ON BEHALF OF SUNY. THE RF SUPPORTS THE FACULTY AND STAFF BY PERFORMING THE FOLLOWING ADMINISTRATIVE TASKS: HIRING PERSONNEL THE FACULTY NEEDED TO HELP CONDUCT THE PROGRAM, PURCHASING NECESSARY EQUIPMENT AND SUPPLIES AND REIMBURSING TRAVEL COSTS THAT ARE PROVIDED FOR BY THE GRANT, SUBMITTING FINANCIAL REPORTS REQUIRED BY THE SPONSORS, AND ENSURING COMPLIANCE WITH FEDERAL AND STATE REGULATIONS AND THE SPONSOR'S TERMS AND CONDITIONS. THE RF SUPPORTED 730 PUBLIC SERVICE GRANTS AND AWARDS THAT WERE CONDUCTED BY 330 PRINCIPAL INVESTIGATORS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. |
| Form 990, Part III, Line 4c Program Service Accomplishments- Training and Education | SUNY FACULTY AND STAFF ARE AWARDED GRANTS AND CONTRACTS FOR TRAINING AND EDUCATION PROGRAMS THAT HELP BUILD SKILLS AND DISSEMINATE SUNY EXPERTISE. THE PROGRAMS ARE DESIGNED TO HELP PEOPLE OF ALL AGES IN NEW YORK STATE AND AROUND THE WORLD, SUCH AS TEACHERS AND HEALTH CARE WORKERS. THE RF PROVIDES ADMINISTRATIVE SERVICES THAT ALLOW SUNY FACULTY AND STAFF TO FOCUS ON THESE PROGRAMS. THESE ADMINISTRATIVE SERVICES INCLUDE: HIRING PERSONNEL TO HELP CONDUCT PROGRAMS, PURCHASING NECESSARY EQUIPMENT AND SUPPLIES AND REIMBURSING TRAVEL COSTS THAT ARE PROVIDED FOR BY THE GRANT, SUBMITTING FINANCIAL REPORTS REQUIRED BY THE SPONSOR, AND ENSURING COMPLIANCE WITH FEDERAL AND STATE REGULATIONS AND THE SPONSOR'S TERMS AND CONDITIONS. THE RF SUPPORTED 560 TRAINING AND EDUCATIONAL GRANTS AND AWARDS THAT WERE CONDUCTED BY 390 PRINCIPAL INVESTIGATORS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. UNDER THE PROGRAM SERVICES INCLUDED ON LINES 4A THROUGH 4C, THE RF EMPLOYED APPROXIMATELY 10,800 INDIVIDUALS. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 262,728,956 including grants of $ 0)(Revenue $ 213,923,974) THE RF PROVIDES SERVICES TO CAMPUS-RELATED ORGANIZATIONS ACROSS 31 SUNY LOCATIONS AND TO RF AFFILIATES - SEPARATE, PRIVATE CORPORATIONS THAT SUPPORT CAMPUS GOALS TO CONDUCT COLLABORATIVE RESEARCH PROJECTS, EMPOWER SMALL BUSINESS INCUBATION, AND MANAGE AND DEVELOP REAL ESTATE. THE RF OFFERS HUMAN RESOURCES/PAYROLL AND PURCHASING/PAYABLES ADMINISTRATIVE SERVICES TO THESE ORGANIZATIONS. CAMPUS-RELATED ORGANIZATIONS ARE CREATED TO SUPPORT SUNY'S MISSION; EXAMPLES OF SUCH ORGANIZATIONS ARE CAMPUS FOUNDATIONS AND CLINICAL PRACTICE PLANS AT THE SUNY MEDICAL INSTITUTIONS. APPROXIMATELY 1,800 INDIVIDUALS WERE EMPLOYED BY THE RF FOR THESE PROGRAM SERVICES. THE RF ALSO ADMINISTERS GRANTS AND CONTRACTS SUCH AS SCHOLARSHIPS AND FELLOWSHIPS FOR SUNY STUDENTS THAT ARE FUNDED BY EXTERNAL SPONSORS AND ADMINISTERS PROGRAMS SUCH AS THE SUNY TECHNOLOGY ACCELERATOR FUND (TAF), WHICH ENABLES FACULTY INVENTORS AND SCIENTISTS TO DEMONSTRATE THAT THEIR PROMISING IDEAS HAVE COMMERCIAL POTENTIAL THROUGH FEASIBILITY STUDIES, PROTOTYPING, AND TESTING. THE REMAINING APPROXIMATELY 2,800 INDIVIDUALS EMPLOYED BY THE RF WERE MAINLY CORPORATE STAFF SUPPORTING THE PROGRAMS DESCRIBED IN LINES 4A THROUGH 4D. FOR MORE INFORMATION ABOUT THE RF GO TO WWW.RFSUNY.ORG. |
| Form 990, Part VI, Line 2 Business and Family Relationships | The following individuals are or were members of the RF Board during the tax year and were also employed by the State University of New York (SUNY): Directors McInnis, Megna, Sammakia, Stenger, Tripathi. These business relationships are not reportable on schedule L, nor did they give rise to transactions reportable on schedule L. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SUBMISSION ACCORDING TO THE AUDIT COMMITTEE CHARTER. THE RF PROVIDED A COMPLETE COPY OF THE FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES) AS ULTIMATELY FILED WITH THE IRS, TO EACH PERSON WHO WAS A VOTING MEMBER OF THE GOVERNING BODY AT THE TIME THE FORM 990 WAS FILED WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE RF MONITORS CONFLICTS OF INTEREST FOR DIRECTORS, OFFICERS AND KEY EMPLOYEES BY DOING AN ANNUAL CERTIFICATION OF BUSINESS AND FAMILY RELATIONSHIPS. ANY DIRECTORS WITH A RELATIONSHIP THAT MAY BE PERCEIVED AS CONSTITUTING A CONFLICT OF INTEREST WILL RECUSE HIM/HERSELF FROM THE VOTE ON THAT ISSUE. UNDER THE RF'S CONFLICT OF INTEREST POLICY AND MANAGEMENT OF CONFLICTS OF INTEREST PROCEDURE, IF A POTENTIAL CONFLICT IS IDENTIFIED, IT IS REVIEWED BY AN IMPARTIAL INDIVIDUAL OR GROUP WITH CONSULTATION AS NEEDED WITH THE CHIEF COMPLIANCE OFFICER. IF A CONFLICT IS DETERMINED TO EXIST, A MANAGEMENT PLAN IS PUT IN PLACE TO MITIGATE THE CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, RF OFFICERS, KEY EMPLOYEES AND COMPENSATED DIRECTORS MEETS THE REBUTTABLE PRESUMPTION PROVISION UNDER TREAS. REG. §53.4958-6. THE RF BOARD HAS DESIGNATED THE EXECUTIVE COMMITTEE, MADE UP OF INDEPENDENT MEMBERS, TO ACT AS THE COMPENSATION COMMITTEE FOR THE RF ACCORDING TO THE EXECUTIVE COMMITTEE CHARTER. COMPENSATION FOR THE RF'S TOP MANAGEMENT OFFICIAL IS SET BY THE RF BOARD OF DIRECTORS AS PER THE RF'S EXECUTIVE COMPENSATION POLICY. THIS REVIEW OF REASONABLENESS IS BASED UPON APPROPRIATE BENCHMARKING DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. THAT CONSULTANT WAS RETAINED BY THE EXECUTIVE COMMITTEE DURING THE TAX YEAR TO GATHER COMPARABLE LOCAL MARKET AND NATIONAL DATA TO CREATE BENCHMARKS FOR ALL OFFICER POSITIONS AND THE RF RETAINS CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS IN ORDER TO CONFORM WITH THE TREASURY DEPARTMENT'S REBUTTABLE PRESUMPTION RULES UNDER TREAS. REG. §53.4958-6. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | AS NOTED ABOVE THE PROCESS FOR DETERMINING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, RF OFFICERS, KEY EMPLOYEES AND COMPENSATED DIRECTORS MEETS THE REBUTTABLE PRESUMPTION PROVISION UNDER TREAS. REG. §53.4958-6. THE RF BOARD HAS DESIGNATED THE EXECUTIVE COMMITTEE, MADE UP OF INDEPENDENT MEMBERS, TO ACT AS THE COMPENSATION COMMITTEE FOR THE RF ACCORDING TO THE EXECUTIVE COMMITTEE CHARTER. IN ADDITION TO THE RF PRESIDENT, OTHER RF OFFICERS LISTED IN PART VII ARE ALSO RF EMPLOYEES AND THEREFORE SUBJECT TO THE RF'S EXECUTIVE COMPENSATION POLICY. THAT POLICY STATES, "COMPENSATION OF OTHER RF OFFICERS WILL BE SET BY THE RF PRESIDENT AND WILL BE REVIEWED FOR REASONABLENESS BY THE RF BOARD OF DIRECTORS IN ACCORDANCE WITH THE PROCEDURE FOR REVIEWING EXECUTIVE COMPENSATION." THIS REVIEW OF REASONABLENESS IS BASED UPON APPROPRIATE BENCHMARKING DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT. THAT CONSULTANT WAS RETAINED BY THE EXECUTIVE COMMITTEE DURING THE TAX YEAR TO GATHER COMPARABLE LOCAL MARKET AND NATIONAL DATA TO CREATE BENCHMARKS FOR ALL OFFICER POSITIONS AND THE RF RETAINS CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS IN ORDER TO CONFORM WITH THE TREASURY DEPARTMENT'S REBUTTABLE PRESUMPTION RULES UNDER TREAS. REG. §53.4958-6. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE RESEARCH FOUNDATION CHARTER, THE 1977 AGREEMENT WITH THE STATE UNIVERSITY OF NEW YORK, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE ON THE RF'S PUBLIC WEB SITE AT WWW.RFSUNY.ORG. |
| Form 990, Part VII, Section A, Line 1a Compensation of Directors, Officers, et. al. | COMPENSATION IS PAID TO DIRECTORS WHO ARE ALSO FACULTY MEMBERS, CAMPUS PRESIDENTS, OR WHO HAVE OTHER ADMINISTRATIVE ROLES UNRELATED TO THEIR ACTIVITIES AS MEMBERS OF THE BOARD OF DIRECTORS; SUCH COMPENSATION IS RELATED TO THEIR ROLE AS PRINCIPAL INVESTIGATORS, RESEARCH SCIENTISTS, OR AS CAMPUS ADMINISTRATORS. DURING THE TAX YEAR, THE RF PAID DIRECT COMPENSATION TO DIRECTOR STENGER FOR SERVICES PROVIDED IN ADMINISTRATIVE ROLES. THE RF PAID AN UNRELATED TAX-EXEMPT ENTITY $134,868 TOWARD SALARY SUPPLEMENTATION TO BE MADE TO DR. SATISH TRIPATHI, MEMBER OF THE RF BOARD DURING 2022 FOR SERVICES RENDERED TO SUNY IN HIS CAPACITY AS PRESIDENT OF A SUNY CAMPUS. REVIEW AND DOCUMENTATION OF DIRECTOR TRIPATHI'S SALARY APPROVAL PROCESS IS MANAGED BY THE STATE UNIVERSITY OF NEW YORK. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | ALL OTHER REVENUE - Total Revenue: 8693974, Related or Exempt Function Revenue: 8693974, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | LOSS ON INTEREST RATE SWAP - 144751; POST-RETIREMENT CHANGE IN NET ASSETS - 20470463; |
| Schedule F, Part V | THE RF IS NOT A GRANTMAKER, AND WHILE IT DOES NOT MAKE GRANTS TO FOREIGN ORGANIZATIONS OR TO FOREIGN INDIVIDUALS, IT DOES ADMINISTER GRANTS, CONTRACTS AND OTHER SPONSORED PROGRAMS FUNDED BY OTHERS, INCLUDING GRANTS WITH ACTIVITY IN FOREIGN COUNTRIES. THE RF COMPLIES WITH SPONSOR REQUIREMENTS AS WELL AS OMB UNIFORM GUIDANCE IN ITS COSTING, ADMINISTRATION, AND RECORD-KEEPING PRACTICES INCLUDING RECORDS OF ALL DISBURSEMENTS AND REPORTS ON THE USAGE OF THE SPONSORS' FUNDS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESEARCH FOUNDATION POST-RETIREMENT BENEFITS PLAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800412424 | EIN |
| Primary Activities | BENEFITS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(9) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Direct Controlling NA | N/A | DirectControllingNACd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| RF POST-RETIREMENT BENEFITS PLAN | ||
| Q | $14,572,970 | CASH |
| RF POST-RETIREMENT BENEFITS PLAN | ||
| R | $5,988,637 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RESEARCH FOUNDATION POST-RETIREMENT BENEFITS PLAN | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION, "RESEARCH FOUNDATION POST-RETIREMENT BENEFITS PLAN," EIN 80-0412424, IS A SECTION 501(C)(9) VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION (VEBA) TRUST THAT HAS BEEN ESTABLISHED TO PROVIDE POST-RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS. THE FILING ORGANIZATION IS THE CONTRIBUTING EMPLOYER AND SPONSORING ORGANIZATION FOR THIS VEBA TRUST. THE TRANSACTIONS LISTED IN SCHEDULE R, PART V, INCLUDE GOVERNANCE PROVIDED BY THE FILING ORGANIZATION OVER THE VEBA'S TRUSTEE (LINE 1L), REIMBURSEMENTS MADE BY THE VEBA TRUST FOR BENEFITS PAID BY THE FILING ORGANIZATION (LINE 1Q) AND THE FILING ORGANIZATION'S FUNDING OF THE ASSETS IN THE VEBA TRUST (LINE 1R). | ExplanationTxt |