TRUSTEES OF UNION COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF UNION COLLEGE (EIN 14-1338580)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202541349349311704
Schema version: 2023v6.0
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 E
Schedule F
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T16:37:42-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	757 THIRD AVENUE 3RD FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172013	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	141338580	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF UNION COLLEGE IN THE TOWN OF	BusinessNameLine1Txt
Business Name Line2	SCHENECTADY IN THE STATE OF NEW YORK	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	5183886104	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	807 UNION STREET	AddressLine1Txt
City	SCHENECTADY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12308	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SCOTT JONES	PersonNm
Person Title	VP FOR ADMIN & FINANCE	PersonTitleTxt
Phone	5183886104	PhoneNum
Signature	2025-05-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT THOMPSETT	PreparerPersonNm
PTIN	P00741490	PTIN
Phone	2125990100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAVID R HARRIS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	807 UNION STREET	AddressLine1Txt
City	SCHENECTADY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12308	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$619,775,651	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UNION.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1795	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	UNION COLLEGE DEVELOPS EVERY STUDENT TO LEAD WITH WISDOM, EMPATHY, AND COURAGE.	ActivityOrMissionDesc
Voting Members Governing Body	36	VotingMembersGoverningBodyCnt
Voting Members Independent	30	VotingMembersIndependentCnt
Total Employee	2303	TotalEmployeeCnt
Total Volunteers	56	TotalVolunteersCnt
Total Gross UBI	$748,623	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$19,167,226	PYContributionsGrantsAmt
CY Contributions Grants	$50,804,061	CYContributionsGrantsAmt
PY Program Service Revenue	$157,670,694	PYProgramServiceRevenueAmt
CY Program Service Revenue	$165,299,642	CYProgramServiceRevenueAmt
PY Investment Income	$20,931,299	PYInvestmentIncomeAmt
CY Investment Income	$31,672,445	CYInvestmentIncomeAmt
PY Other Revenue	$3,861,448	PYOtherRevenueAmt
CY Other Revenue	$3,548,515	CYOtherRevenueAmt
PY Total Revenue	$201,630,667	PYTotalRevenueAmt
CY Total Revenue	$251,324,663	CYTotalRevenueAmt
PY Grants And Similar Paid	$67,529,368	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$74,782,807	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$85,486,513	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$85,834,108	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,165,739	CYTotalFundraisingExpenseAmt
PY Other Expenses	$62,755,480	PYOtherExpensesAmt
CY Other Expenses	$66,831,993	CYOtherExpensesAmt
PY Total Expenses	$215,771,361	PYTotalExpensesAmt
CY Total Expenses	$227,448,908	CYTotalExpensesAmt
PY Revenues Less Expenses	-$14,140,694	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$23,875,755	CYRevenuesLessExpensesAmt
Total Assets BOY	$917,945,737	TotalAssetsBOYAmt
Total Assets EOY	$985,737,430	TotalAssetsEOYAmt
Total Liabilities BOY	$204,604,453	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$223,758,730	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$713,341,284	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$761,978,700	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	UNION COLLEGE, CHARTERED BY THE STATE OF NEW YORK IN 1795, IS ONE OF THE NATION'S OLDEST AND MOST DISTINGUISHED LIBERAL ARTS COLLEGES WITH ENGINEERING. CONSISTENTLY RANKED AMONG THE NATION'S TOP COLLEGES, UNION IS A LEADER IN EDUCATING STUDENTS (SEE SCHEDULE O)	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$201,533,445	ExpenseAmt
Grant	$74,782,807	GrantAmt
Revenue	$165,299,642	RevenueAmt
Desc	THE UNION COLLEGE CURRICULUM EMPHASIZES COLLABORATION WITH STUDENTS AND FACULTY THROUGH SMALL CLASSES AND UNDERGRADUATE RESEARCH, INTERNATIONAL STUDY AND LEARNING THROUGH SERVICE. THROUGH ITS UNIQUE INTERDISCIPLINARY APPROACH TO THE LIBERAL ARTS, UNION COMBINES THE HUMANITIES AND SOCIAL SCIENCES WITH SCIENCE AND ENGINEERING, EMPHASIZING THE PRACTICAL APPLICATION OF IDEAS THROUGH HANDS-ON EXPERIENCE. WITH MORE THAN 40 MAJORS AND 55 MINORS TO CHOOSE FROM, UNION STUDENTS CAN PURSUE DOUBLE MAJORS; COMBINE MAJORS AND MINORS; SELECT INTERDEPARTMENTAL AND MULTIDISCIPLINARY CONCENTRATIONS, AND AREA, ETHNIC AND CULTURAL STUDIES PROGRAMS; OR DESIGN THEIR OWN MAJOR. MOST STUDENTS TAKE THREE COURSES IN EACH OF THE THREE 10-WEEK TERMS THAT COMPRISE UNION'S ACADEMIC CALENDAR SYSTEM. (SEE SCHEDULE O)NEARLY EVERY ACADEMIC DEPARTMENT REQUIRES STUDENTS TO COMPLETE SOME FORM OF RESEARCH IN THEIR SUBJECT AREA, AND STUDENTS HAVE OPPORTUNITIES TO WORK ONE-ON-ONE WITH THEIR PROFESSORS. AT STEINMETZ SYMPOSIUM EACH SPRING, SOME 400 STUDENTS PRESENT THE RESULTS OF THEIR RESEARCH, SCHOLARLY AND CREATIVE ACTIVITIES. MANY STUDENTS CO-AUTHOR PUBLICATIONS WITH THEIR PROFESSORS AND PRESENT AT THE NATIONAL CONFERENCE ON UNDERGRADUATE RESEARCH (NCUR). MANY PARTICIPATE IN BUSINESSES, HEALTH CARE, GOVERNMENT AND SOCIAL SERVICE INTERNSHIPS.THE INTERNATIONAL EXPERIENCE IS A HALLMARK OF A UNION EDUCATION, WITH MORE THAN 50 PERCENT OF STUDENTS PURSUING STUDIES, RESEARCH, INTERNSHIPS, AND OTHER PROGRAMS ABROAD. ON CAMPUS, OPPORTUNITIES FOR LEADERSHIP, DISCUSSION AND COMMUNITY ABOUND IN THE MINERVA SYSTEM, OFFERING RESIDENTIAL, ACADEMIC AND SOCIAL PROGRAMS. EVERY INCOMING STUDENT IS ASSIGNED TO ONE OF SEVEN MINERVA HOUSES, WHICH ALSO INVOLVE FACULTY AND STAFF.UNION'S BECKER CAREER CENTER HELPS STUDENTS WITH CAREER PLANNING, INTERNSHIPS AND THE GRADUATE SCHOOL AND JOB SEARCH. RECENT TRENDS SHOW THAT ABOUT A THIRD OF GRADUATING SENIORS GO DIRECTLY TO GRADUATE OR PROFESSIONAL SCHOOLS, AND UNION HAS EARNED AN EXCELLENT REPUTATION FOR PLACING GRADUATES IN MEDICAL, LAW AND BUSINESS SCHOOLS. UNION'S MORE THAN 22,000 ALUMNI INCLUDE LEADERS IN ALL FIELDS, INCLUDING ARTS, MEDICINE, SCIENCE, ENGINEERING, MEDIA, ENTERTAINMENT, LAW AND POLITICS. GRADUATES INCLUDE NOBEL PRIZE AND ACADEMY AWARD WINNERS, A NATIONAL BOOK AWARD WINNER AND A MCARTHUR FELLOW, AN OLYMPIC GOLD MEDALIST, SEVEN CABINET SECRETARIES, A SECRETARY OF STATE, 13 GOVERNORS, 200 JUDGES, 90 COLLEGE PRESIDENTS AND THE 21ST PRESIDENT OF THE UNITED STATES.AS ONE OF THE PRE-EMINENT LIBERAL ARTS COLLEGES IN THE UNITED STATES, THE COLLEGE OFFERS:- 2,031 FULL-TIME UNDERGRADUATES FROM 40 STATES AND TERRITORIES AND 50 COUNTRIES- 26% DOMESTIC STUDENTS OF COLOR- 11% INTERNATIONAL- 9:1 STUDENT-FACULTY RATIO- 219 FACULTY MEMBERS; 97% HAVE EARNED A PH.D. OR THE HIGHEST DEGREE IN THEIR FIELD- $60 MILLION IN UNION COLLEGE SCHOLARSHIPS AND GRANTS ARE AWARDED EACH YEAR- MORE THAN 50% OF UNION STUDENTS RECEIVE NEED-BASED FINANCIAL SCHOLARSHIP ASSISTANCE TO ATTEND UNION AND OVER 30% RECEIVE MERIT SCHOLARSHIPS.	Desc
Total Program Service Expenses	$201,533,445	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	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	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	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	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	Yes (1)	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	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	401	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2303	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	36	GoverningBodyVotingMembersCnt
Independent Voting Member	30	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	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	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCOTT JONES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5183886104	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	807 UNION STREET	AddressLine1Txt
City	SCHENECTADY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12308	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID R HARRIS VOTING
PRESIDENT/TRUSTEE EX OFFICO	40.00	0.00	Yes (X)	Yes (X)	$782,595	$0	$115,266
JENNIFER CURREY
FACULTY TRUSTEE (AS OF 05/2024)	40.00	0.00	Yes (X)		$139,126	$0	$48,206
CHAD ORZEL
FACULTY TRUSTEE (THRU 05/2024)	1.00	0.00	Yes (X)		$106,684	$0	$46,421
KRISSANA SCHEITER
FACULTY TRUSTEE	40.00	0.00	Yes (X)		$85,928	$0	$36,101
EASTWOOD YEBOAH
STUDENT TRUSTEE (THRU 05/2024)	1.00	0.00	Yes (X)		$2,939	$0	$0
JONATHAN ANDERSON
STUDENT TRUSTEE (AS OF 05/2024)	1.00	0.00	Yes (X)		$2,816	$0	$0
EMILY STEIN
STUDENT TRUSTEE (THRU 05/2024)	1.00	0.00	Yes (X)		$1,736	$0	$0
AJAY GONCALVES
STUDENT TRUSTEE (AS OF 05/2024)	1.00	0.00	Yes (X)		$1,680	$0	$0
JULIE GREIFER-SWIDLER
TERM TRUSTEE / CHAIR	3.30	0.00	Yes (X)	Yes (X)	$0	$0	$0
GUY T LOGAN
TERM TRUSTEE / VICE CHAIR	3.30	0.00	Yes (X)	Yes (X)	$0	$0	$0
KATHRYN STEFANIK BARRY
TERM TRUSTEE / SECRETARY	3.30	0.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM PERLSTEIN
TERM TRUSTEE / GENERAL COUNSEL	2.30	0.00	Yes (X)	Yes (X)	$0	$0	$0
LINDA ABRIOLA
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
ROBERT BERTAGNA
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
KATHLEEN R BROWNE
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
THOMAS CAULFIELD
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
THOMAS J COLEMAN
TERM TRUSTEE	2.50	0.00	Yes (X)		$0	$0	$0
DENNIS M COLEMAN
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
THOMAS G CONNOLLY
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
ESTELLE COOKE-SAMPSON
TERM TRUSTEE (THRU 05/2024)	1.00	0.00	Yes (X)		$0	$0	$0
JUDITH DEIN
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
RICHARD DELANEY
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
DANIEL GILBERT
TERM TRUSTEE (AS OF 05/2024)	1.00	0.00	Yes (X)		$0	$0	$0
PAUL D GINSBERG
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
ARTHUR HOLDEN
TERM TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
BRAD S KARP
TERM TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
JASON KELLMAN
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
KENYA LENOIR MESSER
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
JEFF LIPSITZ
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
ROBERT J MOSER
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
SARAH PONTIUS
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
JENNIFER SCONYERS LAWTON
TERM TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
JAY FREELAND
CHAIR PRESIDENT'S COUNCIL	1.00	0.00	Yes (X)		$0	$0	$0
DAVID J BREAZZANO
LIFE TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
NEIL M GOLUB
LIFE TRUSTEE (THRU 05/2024)	1.50	0.00	Yes (X)		$0	$0	$0
DOUGLASS KARP
LIFE TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
JOHN E KELLY III
LIFE TRUSTEE	1.50	0.00	Yes (X)		$0	$0	$0
PETER KWETU HAVILAND-EDUAH
ALUMNI TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
JOHN K JOHNSON
ALUMNI TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
VINCENT MATTONE
ALUMNI TRUSTEE (THRU 05/2024)	1.00	0.00	Yes (X)		$0	$0	$0
PETER RAYMOND
ALUMNI TRUSTEE	1.00	0.00	Yes (X)		$0	$0	$0
TESS SKOLLER
ALUMNI TRUSTEE (AS OF 05/2024)	1.00	0.00	Yes (X)		$0	$0	$0
GOVERNOR KATHY HOCHUL
EX-OFFICIO	1.00	0.00	Yes (X)		$0	$0	$0
MICHELLE ANGRIST
VP ACADEMIC AFFAIRS/DEAN FACULTY	40.00	0.00		Yes (X)	$267,382	$0	$101,315
SCOTT JONES
VP FOR ADMINISTRATION & FINANCE	40.00	0.00		Yes (X)	$280,166	$0	$71,027
MAURA MACK HISGEN - INTERIM
VP FOR COLLEGE RELATIONS/ASST. SEC.	40.00	0.00		Yes (X)	$231,952	$0	$43,974
DARCY CZAJKA
VP AND CHIEF OF STAFF	40.00	0.00		Yes (X)	$184,203	$0	$28,186
BLAIR RAYMOND
ASST. SECRETARY	40.00	0.00		Yes (X)	$114,464	$0	$82,604
SARAH FARSAD
REGISTRAR	40.00	0.00		Yes (X)	$116,464	$0	$47,646
MATTHEW MALATESTA
VP FOR ADMISSIONS, FA & ENROLLMENT	40.00	0.00			$227,387	$0	$95,878	Yes (X)
ANNETTE DIORIO
VP STUD AFF & DEAN STUDENTS	40.00	0.00			$246,422	$0	$49,469	Yes (X)
ELLEN YU
CHIEF INFORMATION OFFICER	40.00	0.00			$205,041	$0	$77,437	Yes (X)
JAMES MCLAUGHLIN
DIRECTOR OF ATHLETICS	40.00	0.00			$207,162	$0	$92,575		Yes (X)
MARK LAND
VP FOR COMMUNICATION AND MARKETING	40.00	0.00			$227,877	$0	$52,009		Yes (X)
JOSHUA J HAUGE
MEN'S HOCKEY COACH	40.00	0.00			$216,638	$0	$62,782		Yes (X)
SCOTT RAVA
ASST. VP & CAMPAIGN DIRECTOR	40.00	0.00			$185,725	$0	$66,104		Yes (X)
ASHRAF GHALY
CARL B JANSEN PROF OF ENGINEERING	40.00	0.00			$190,272	$0	$53,525		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,024,659	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,170,525	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	159	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CONSIGLI CONSTRUCTION
72 SUMMER STREET	MILFORD	MA	01757	CONSTRUCTION	$4,164,777
ACCENTURE LLP
500 W MADISON STREET	CHICAGO	IL	60661	CONSULTING/TECHNOLOGY SERVICES	$4,125,000
TURNER CONSTRUCTION COMPANY
1 COMPUTER DRIVE SOUTH	ALBANY	NY	12205	CONSTRUCTION	$3,069,479
MID-STATE INDUSTRIES LTD
1105 CATALYN STREET	SCHENECTADY	NY	12303	CONSTRUCTION	$2,361,515
TAMBELLINI GROUP LLC
PO BOX 685	IRVINGTON	VA	22480	CONSULTING/NEGOTIATING	$1,899,494

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	45	CntrctRcvdGreaterThan100KCnt
Related Organizations	$84,500	RelatedOrganizationsAmt
Government Grants	$3,311,567	GovernmentGrantsAmt
All Other Contributions	$47,407,994	AllOtherContributionsAmt
Noncash Contributions	$4,185,409	NoncashContributionsAmt
Total Contributions	$50,804,061	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$134,941,295	$134,941,295
AUXILIARY ENTERPRISE	713990	$30,358,347	$30,358,347

Field	Value	IRS element (for citing)
Total Program Service Revenue	$165,299,642	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,823,932	TotalRevenueColumnAmt
Unrelated Business Revenue	$691,748	UnrelatedBusinessRevenueAmt
Exclusion	$7,132,184	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$291,084	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$291,084	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$291,084	TotalRevenueColumnAmt
Exclusion	$291,084	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$391,047,312	SecuritiesAmt
Other	$44,239	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$367,218,388	SecuritiesAmt
Other	$24,650	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$23,828,924	SecuritiesAmt
Other	$19,589	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,848,513	TotalRevenueColumnAmt
Exclusion	$23,848,513	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$12,919	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,919	TotalRevenueColumnAmt
Exclusion	$12,919	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$1,917,879	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$1,207,950	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$709,929	TotalRevenueColumnAmt
Exclusion	$709,929	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
INTER COLLEGIATE ATHLETICS	900099	$864,898	$864,898
STUDENT ATHLETICS AND EVENTS	713990	$508,530	$460,471	$48,059
APPLICATION FEES	900099	$165,038	$165,038

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$996,117	TotalRevenueColumnAmt
Unrelated Business Revenue	$8,816	UnrelatedBusinessRevenueAmt
Exclusion	$987,301	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,534,583	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$251,324,663	TotalRevenueColumnAmt
Related Or Exempt Func Income	$165,299,642	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$748,623	UnrelatedBusinessRevenueAmt
Exclusion	$34,472,337	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$87,725	TotalAmt
Program Services	$87,725	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$74,695,082	TotalAmt
Program Services	$74,695,082	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,730,230	TotalAmt
Program Services	$1,809,087	ProgramServicesAmt
Management And General	$1,921,143	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$194,371	TotalAmt
Program Services	$194,371	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$60,177,318	TotalAmt
Program Services	$50,640,179	ProgramServicesAmt
Management And General	$6,744,049	ManagementAndGeneralAmt
Fundraising	$2,793,090	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,164,288	TotalAmt
Program Services	$5,105,553	ProgramServicesAmt
Management And General	$741,845	ManagementAndGeneralAmt
Fundraising	$316,890	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,601,440	TotalAmt
Program Services	$8,798,735	ProgramServicesAmt
Management And General	$1,271,195	ManagementAndGeneralAmt
Fundraising	$531,510	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,966,461	TotalAmt
Program Services	$4,106,670	ProgramServicesAmt
Management And General	$639,409	ManagementAndGeneralAmt
Fundraising	$220,382	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$600,000	TotalAmt
Program Services	$600,000	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,432,515	TotalAmt
Program Services	$873,690	ProgramServicesAmt
Management And General	$558,825	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$306,754	TotalAmt
Management And General	$306,754	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,690	TotalAmt
Management And General	$1,690	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$703,255	TotalAmt
Management And General	$703,255	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,204,080	TotalAmt
Program Services	$5,361,606	ProgramServicesAmt
Management And General	$833,544	ManagementAndGeneralAmt
Fundraising	$8,930	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$365,622	TotalAmt
Program Services	$274,478	ProgramServicesAmt
Management And General	$38,632	ManagementAndGeneralAmt
Fundraising	$52,512	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,307,749	TotalAmt
Program Services	$3,657,027	ProgramServicesAmt
Management And General	$319,270	ManagementAndGeneralAmt
Fundraising	$331,452	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$4,005,520	TotalAmt
Program Services	$1,770,396	ProgramServicesAmt
Management And General	$2,028,898	ManagementAndGeneralAmt
Fundraising	$206,226	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,501,133	TotalAmt
Program Services	$12,679,450	ProgramServicesAmt
Management And General	$1,715,352	ManagementAndGeneralAmt
Fundraising	$106,331	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,033,792	TotalAmt
Program Services	$2,644,708	ProgramServicesAmt
Management And General	$256,222	ManagementAndGeneralAmt
Fundraising	$132,862	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,211,044	TotalAmt
Program Services	$1,550,904	ProgramServicesAmt
Management And General	$200,686	ManagementAndGeneralAmt
Fundraising	$459,454	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,244,245	TotalAmt
Program Services	$8,244,245	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$12,488,259	TotalAmt
Program Services	$12,488,259	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,395,443	TotalAmt
Program Services	$316,473	ProgramServicesAmt
Management And General	$2,078,970	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
LIBRARY SUBSCRIPTIONS	$2,327,152	$2,327,152
STUDENT TERMS ABROAD	$2,176,441	$2,176,441
DUES & MEMBERSHIPS	$527,092	$325,925	$195,821	$5,346
STIPENDS & HONORARIUM	$211,847	$211,847

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$788,360	TotalAmt
Program Services	$593,442	ProgramServicesAmt
Management And General	$194,164	ManagementAndGeneralAmt
Fundraising	$754	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$227,448,908	TotalAmt
Program Services	$201,533,445	ProgramServicesAmt
Management And General	$20,749,724	ManagementAndGeneralAmt
Fundraising	$5,165,739	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$74,831	BOYAmt
EOY	$22,926	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$158,312	BOYAmt
EOY	$37,575,922	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$55,287,976	BOYAmt
EOY	$77,594,982	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,049,870	BOYAmt
EOY	$4,107,068	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,506,778	BOYAmt
EOY	$5,693,292	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$826,034	BOYAmt
EOY	$801,316	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,418,613	BOYAmt
EOY	$7,554,092	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$416,501,531	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$139,358,723	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$271,975,078	BOYAmt
EOY	$277,142,808	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$152,594,803	BOYAmt
EOY	$166,367,307	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$396,139,871	BOYAmt
EOY	$398,679,401	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$25,913,571	BOYAmt
EOY	$10,198,316	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$917,945,737	BOYAmt
EOY	$985,737,430	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$20,941,618	BOYAmt
EOY	$16,600,820	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$2,629,676	BOYAmt
EOY	$4,271,860	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$97,529,774	BOYAmt
EOY	$131,545,533	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$70,975,371	BOYAmt
EOY	$49,527,403	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$10,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,528,014	BOYAmt
EOY	$11,813,114	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$204,604,453	BOYAmt
EOY	$223,758,730	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	$273,291,437	BOYAmt
EOY	$264,425,329	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$440,049,847	BOYAmt
EOY	$497,553,371	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$713,341,284	BOYAmt
EOY	$761,978,700	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$917,945,737	BOYAmt
EOY	$985,737,430	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$23,875,755	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$24,472,968	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$288,693	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	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$55,767,172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,460,453	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,832,123	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,167,226	CurrentTaxYearMinus1YearAmt
Current Tax Year	$50,804,061	CurrentTaxYearAmt
Total	$191,031,035	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$55,767,172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$26,460,453	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,832,123	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,167,226	CurrentTaxYearMinus1YearAmt
Current Tax Year	$50,804,061	CurrentTaxYearAmt
Total	$191,031,035	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$90,866,056	SubstantialContributorsTotAmt
Public Support Total170	$100,164,979	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,154,125	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,776,138	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,087,466	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,518,402	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,423,268	CurrentTaxYearAmt
Total	$25,959,399	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$818,092	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,418	CurrentTaxYearMinus1YearAmt
Current Tax Year	$562,005	CurrentTaxYearAmt
Total	$1,429,515	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,913,308	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,482,412	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,616,656	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,274,227	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,490,627	CurrentTaxYearAmt
Total	$10,777,230	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$229,197,179	TotalSupportAmt
Gross Receipts Rltd Activities	$757,358,447	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.43700	PublicSupportCY170Pct
Public Support PY170	0.55850	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	SPECIAL EVENT INCOME - 2019 AMOUNT: $ 3,606. STUDENT ATHLETICS AND EVENTS - 2021 AMOUNT: $ 1,331,148. 2022 AMOUNT: $ 537,798. 2023 AMOUNT: $ 460,471. CONFERENCES - 2019 AMOUNT: $ 400,286. ANCILLARY STUDENT AMENITIES - 2021 AMOUNT: $ 454,289. 2022 AMOUNT: $ 702,859. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 1,509,416. 2020 AMOUNT: $ 1,482,412. 2021 AMOUNT: $ 618,789. 2022 AMOUNT: $ 819,510. 2023 AMOUNT: $ 987,301. APPLICATION FEES - 2021 AMOUNT: $ 212,430. 2022 AMOUNT: $ 208,407. 2023 AMOUNT: $ 165,038. GROSS INCOME FROM GAMING ACTIVITIES - 2022 AMOUNT: $ 5,653. 2023 AMOUNT: $ 12,919. INTER COLLEGE ATHELTICS - 2023 AMOUNT: $ 864,898.	ExplanationTxt

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	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$1,690	OtherActivitiesAmt
Total Lobbying Expenditures	$1,690	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	THE COLLEGE IS A MEMBER OF NACUBO AND PAYS ANNUAL DUES TO RETAIN THAT MEMBERSHIP. $1,690 OF ITS ANNUAL MEMBERSHIP DUES WAS DEEMED TO BE NON-DEDUCTIBLE AS LOBBYING EXPENDITURES AND HAS BEEN INCLUDED ON SCHEDULE C, PART II-B, LINE 1(I).	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$27,573,468	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	EDUCATIONAL	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$522,125,163	BeginningYearBalanceAmt
Contributions	$14,396,033	ContributionsAmt
Investment Earnings Or Losses	$57,500,690	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$25,559,702	GrantsOrScholarshipsAmt
Other Expenditures	$994,528	OtherExpendituresAmt
End Year Balance	$567,467,656	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$501,796,213	BeginningYearBalanceAmt
Contributions	$14,506,242	ContributionsAmt
Investment Earnings Or Losses	$33,360,875	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$26,319,458	GrantsOrScholarshipsAmt
Other Expenditures	$1,218,709	OtherExpendituresAmt
End Year Balance	$522,125,163	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$598,746,292	BeginningYearBalanceAmt
Contributions	$17,698,258	ContributionsAmt
Investment Earnings Or Losses	-$87,303,755	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$25,929,717	GrantsOrScholarshipsAmt
Other Expenditures	$1,414,865	OtherExpendituresAmt
End Year Balance	$501,796,213	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$478,019,726	BeginningYearBalanceAmt
Contributions	$16,761,010	ContributionsAmt
Investment Earnings Or Losses	$128,897,291	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$8,027,952	GrantsOrScholarshipsAmt
Other Expenditures	$16,903,783	OtherExpendituresAmt
End Year Balance	$598,746,292	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$470,309,116	BeginningYearBalanceAmt
Contributions	$9,611,876	ContributionsAmt
Investment Earnings Or Losses	$21,033,478	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$6,050,367	GrantsOrScholarshipsAmt
Other Expenditures	$16,884,377	OtherExpendituresAmt
End Year Balance	$478,019,726	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.27470	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.30150	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.42380	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$101	OtherCostOrOtherBasisAmt
Book Value	$101	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,895,885	OtherCostOrOtherBasisAmt
Depreciation	$78,226,624	DepreciationAmt
Book Value	$59,669,260	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$211,619,759	OtherCostOrOtherBasisAmt
Depreciation	$42,682,626	DepreciationAmt
Book Value	$168,937,134	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,029,085	OtherCostOrOtherBasisAmt
Depreciation	$14,266,929	DepreciationAmt
Book Value	$13,762,157	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,956,701	OtherCostOrOtherBasisAmt
Depreciation	$4,182,544	DepreciationAmt
Book Value	$34,774,156	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$277,142,808	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY AND VENTURE CAPITAL	$90,448,847	F
HEDGED EQUITY FUNDS	$77,341,304	F
GLOBAL EQUITY	$97,040,292	F
INTERNATIONAL EQUITY	$18,967,032	F
MULTISTRATEGY FUNDS	$36,886,611	F
REAL ASSETS	$38,087,803	F
EMERGING MARKETS FUNDS	$18,037,284	F
RECEIVABLE FOR INVESTMENTS SOLD	$21,870,228	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$398,679,401	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
ACCRUED POSTRETIREMENT BENEFITS	$6,373,168
POOLED INCOME & CHAR. GIFT PAYABLE	$3,813,966
REFUNDABLE FEDERAL STUDENT LOAN FUNDS	$39,763
ASSET RETIREMENT OBLIGATIONS	$1,146,990
OPERATING LEASE OBLIGATION	$439,227

Field	Value	IRS element (for citing)
Total Liability	$11,813,114	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$201,920,937	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$24,472,968	NetUnrealizedGainsInvstAmt
Other Revenue	$288,693	OtherRevenueAmt
Revenue Not Reported	$24,761,661	RevenueNotReportedAmt
Revenue Subtotal	$177,159,276	RevenueSubtotalAmt
Investment Expenses Not Incld	$703,255	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$73,462,132	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$74,165,387	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$251,324,663	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$153,283,521	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$1,207,950	OtherExpensesIncludedAmt
Expenses Not Reported	$1,207,950	ExpensesNotReportedAmt
Expenses Subtotal	$152,075,571	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$703,255	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$74,670,082	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$75,373,337	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$227,448,908	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	AUDITED FINANCIAL STATEMENTS FOOTNOTE FOR ART, TREASURES, ETC. THE COLLEGE'S COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED PERIODICALLY. ALL PROCEEDS RESULTING FROM THE DEACCESSION OF OBJECTS FROM THE PERMANENT COLLECTION ARE ALLOCATED FOR THE BENEFIT OF THE COLLECTIONS. DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, NO OBJECTS WERE DEACCESSIONED.
PART III, LINE 4:	DESCRIPTION OF ORGANIZATION COLLECTIONS & HOW IT FURTHERS EXEMPT PURPOSE THE COLLEGE'S COLLECTIONS ARE MADE UP OF APPROXIMATELY 36,500 OBJECTS AND THEIR ESTIMATED FAIR VALUE IS APPROXIMATELY $27,573,468. THE COLLEGE'S POLICY IS NOT TO CAPITALIZE ITS COLLECTIONS. THE COLLEGE'S COLLECTIONS COMPRISE OF PAINTINGS AND PORTRAITS, FURNITURE, WORKS ON PAPER, SCIENTIFIC INSTRUMENTATION, AND OTHER OBJECTS.
PART V, LINE 4:	INTENDED USES OF ENDOWMENT FUND THE COLLEGE'S ENDOWMENT FUNDS ARE RESERVED TO FUND STUDENT SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS IN ACCORDANCE WITH DONOR INTENTIONS.
PART X, LINE 2:	FIN 48 FOOTNOTE THE COLLEGE IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAX ON RELATED INCOME. THE COLLEGE RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED BY THE RELEVANT TAX AUTHORITY. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE COLLEGE BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 208,619. POSTRETIREMENT BENEFITS 317,015. LOSS ON DEFEASANCE OF DEBT -236,941.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COSTS OF GOODS SOLD -1,207,950. RECLASS OF SCHOLARSHIP EXPENSES 74,670,082.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COSTS OF GOODS SOLD 1,207,950.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RECLASS OF SCHOLARSHIP EXPENSES 74,670,082.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

RACIALLY NONDISCRIMINATORY POLICY PUBLICIZED THE COLLEGE'S RACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED THROUGH AREA NEWSPAPERS, IN STUDENT HANDBOOKS, AND ON THE COLLEGE'S WEBSITE. UNION COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS. THIS POLICY EXTENDS TO THE ADMINISTRATION OF THEIR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS.

LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID:

THE ORGANIZATION HAS RECEIVED THE FOLLOWING FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY: 1. FEDERAL CAMPUS-BASED AID, WHICH INCLUDES FEDERAL WORK-STUDY AND SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FROM THE U.S. DEPARTMENT OF EDUCATION. 2. NSF-STEM SCHOLARSHIPS WHICH ARE FUNDED BY THE FEDERAL GOVERNMENT. 3. TAP AWARDS, NYS MERIT SCHOLARSHIPS, TUITION/MAINTENANCE GRANTS RECEIVED FROM NYS FOR THE HEOP PROGRAM, NYS AIM SCHOLARSHIP, NYS VETERAN'S SCHOLARSHIP, NYS FOSTER INITIATIVE, NYS STEM INCENTIVE PROGRAM, NYS WORLD TRADE SCHOLARSHIP AND BUNDY AID. 4. ROTC-FEDERAL FUNDING WHICH COVERS A PORTION OF EDUCATIONAL EXPENSES FOR THE RECIPIENTS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (28 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$152,333,790
EUROPE (INCLUDING ICELAND & GREENLAND)	INVESTMENTS	$27,194,293
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	INVESTMENTS	$4,096,086
CENTRAL AMERICA & THE CARIBBEAN	PROGRAM SERVICES	$469	RESEARCH
EAST ASIA & THE PACIFIC	PROGRAM SERVICES	$407	CONFERENCES
EAST ASIA & THE PACIFIC	PROGRAM SERVICES	$2,659	RESEARCH
EAST ASIA & THE PACIFIC	PROGRAM SERVICES	$1,126	STUDENT RECRUITMENT
EAST ASIA & THE PACIFIC	PROGRAM SERVICES	$39,566	STUDY ABROAD
EAST ASIA & THE PACIFIC	PROGRAM SERVICES	$1	SUBSCRIPTIONS
EAST ASIA & THE PACIFIC	PROGRAM SERVICES	$455	EDUCATIONAL ACTIVITY
EUROPE	PROGRAM SERVICES	$5,528	CONFERENCES
EUROPE	PROGRAM SERVICES	$16,824	RESEARCH
EUROPE	PROGRAM SERVICES	$7,727	STUDENT RECRUITMENT
EUROPE	PROGRAM SERVICES	$1,740	SUBSCRIPTIONS
EUROPE	PROGRAM SERVICES	$95,079	STUDY ABROAD
EUROPE	PROGRAM SERVICES	$4,794	EDUCATIONAL ACTIVITY
EUROPE	PROGRAM SERVICES	$5,096	RECRUITING/ATHLETICS
NORTH AMERICA	PROGRAM SERVICES	$1,486	CONFERENCES
NORTH AMERICA	PROGRAM SERVICES	$22	MEMBERSHIPS
NORTH AMERICA	PROGRAM SERVICES	$6,137	RESEARCH
NORTH AMERICA	PROGRAM SERVICES	$73	STUDY ABROAD
NORTH AMERICA	PROGRAM SERVICES	$1,066	STUDENT RECRUITMENT
NORTH AMERICA	PROGRAM SERVICES	$424	EDUCATIONAL ACTIVITY
NORTH AMERICA	PROGRAM SERVICES	$30,423	RECRUITING/ATHLETICS
SOUTH AMERICA	PROGRAM SERVICES	$2,636	RESEARCH
SOUTH AMERICA	PROGRAM SERVICES	$13	CONFERENCES
SOUTH AMERICA	PROGRAM SERVICES	$26,229	STUDY ABROAD
SOUTH AMERICA	PROGRAM SERVICES	$1,574	EDUCATIONAL ACTIVITY

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$183,668,396	SubtotalSpentAmt
Continuation Spent	$207,327	ContinuationSpentAmt
Total Spent	$183,875,723	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

EXPLANATION FOR MONITORING USE OF FUNDS OUTSIDE U.S. TERMS ABROAD SCHOLARSHIPS ARE AWARDED BY UNION'S TERMS ABROAD OFFICE TO STUDENTS SCHEDULED TO STUDY ABROAD BASED ON FINANCIAL NEED AND CRITERIA ESTABLISHED BY THE DONOR. THE STUDENT RECEIVING THE AWARD UNDERSTANDS THAT THE FUNDS MUST BE RETURNED TO UNION IF THE STUDENT DOES NOT TRAVEL ABROAD. THE AWARD IS GENERALLY USED FOR THE STUDENT'S TRAVEL EXPENSES, WHICH ARE NOT COVERED BY UNION COLLEGE. UPON HIS/HER RETURN, THE STUDENT IS URGED TO WRITE A PERSONAL NOTE OF THANKS TO THE DONOR DESCRIBING THEIR TERMS ABROAD EXPERIENCE.

PART IV, FOREIGN FORMS:

THE COLLEGE INVESTS IN DOMESTIC AND FOREIGN INVESTMENT VEHICLES THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, THE COLLEGE'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE COLLEGE'S FORM 990-T. A PORTION OF UNION COLLEGE'S ENDOWMENT IS INVESTED IN FUNDS THAT ARE DOMICILED IN OFFSHORE LOCATIONS PROVIDING OPPORTUNITIES FOR TAX-ADVANTAGED NET RETURNS TO THE ENDOWMENT.

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	ALUMNI COUNCIL OF UNION COLLEGE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	807 UNION STREET	AddressLine1Txt
City	SCHENECTADY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12308	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	146019466	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$87,725	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	TO COVER EVENTS AND EXPENSES	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
HIGHER EDUCATION OPPORTUNITY PROGRAM	62	$641,709	$0
UNION COLLEGE GENERAL SCHOLARSHIPS	1910	$61,357,022	$0
ENDOWED SCHOLARSHIPS	699	$9,111,480	$0
ANNUAL RESTRICTED SCHOLARSHIPS	169	$2,022,828	$0
WORK STUDY	749	$1,155,463	$0
SUPPLEMENTAL EDUCATION OPP. GRANT	302	$406,581	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL GRANTS AWARDED ARE BASED ON NEED AND CONFORM TO FEDERAL, STATE AND INSTITUTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. THE COLLEGE DOES NOT FURTHER MONITOR THE USAGE OF SCHOLARSHIP FUNDS AS THESE AMOUNTS ARE CREDITED DIRECTLY AGAINST STUDENTS TUITION ACCOUNT AND THERE IS NO OPPORTUNITY FOR THE STUDENT TO DIVERT THESE FUNDS TO NON-EDUCATIONAL USES. IN ADDITION TO ITS SCHOLARSHIP PROGRAMS, THE COLLEGE MAKES ONE GRANT TO THE ALUMNI COUNCIL OF UNION COLLEGE, INC. (WHICH WAS FORMED TO PROVIDE STRUCTURE FOR THE ALUMNI OF THE COLLEGE TO PARTICIPATE IN AND ADVANCE THE INTEREST OF THE COLLEGE). THE COLLEGE PROVIDED SUPPORT FOR VARIOUS COUNCIL EVENTS IN FISCAL 2024 AND REQUIRED NO FURTHER MONITORING ON THE USAGE OF THE FUNDS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	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	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
DAVID R HARRIS VOTING
PRESIDENT/TRUSTEE EX OFFICO	$683,889	$0	$35,750	$0	$62,956	$0	$78,650	$0	$36,616	$0	$897,861	$0	$0	$0
MICHELLE ANGRIST
VP ACADEMIC AFFAIRS/DEAN FACULTY	$266,830	$0	$0	$0	$552	$0	$30,704	$0	$70,611	$0	$368,697	$0	$0	$0
SCOTT JONES
VP FOR ADMINISTRATION & FINANCE	$279,134	$0	$0	$0	$1,032	$0	$32,230	$0	$38,797	$0	$351,193	$0	$0	$0
MATTHEW MALATESTA
VP FOR ADMISSIONS, FA & ENROLLMENT	$221,080	$0	$0	$0	$6,307	$0	$25,724	$0	$70,154	$0	$323,265	$0	$0	$0
JAMES MCLAUGHLIN
DIRECTOR OF ATHLETICS	$205,326	$0	$0	$0	$1,836	$0	$24,014	$0	$68,561	$0	$299,737	$0	$0	$0
ANNETTE DIORIO
VP STUD AFF & DEAN STUDENTS	$219,358	$0	$25,000	$0	$2,064	$0	$26,153	$0	$23,316	$0	$295,891	$0	$0	$0
ELLEN YU
CHIEF INFORMATION OFFICER	$201,234	$0	$3,000	$0	$807	$0	$23,050	$0	$54,387	$0	$282,478	$0	$0	$0
MARK LAND
VP FOR COMMUNICATION AND MARKETING	$222,870	$0	$0	$0	$5,007	$0	$25,875	$0	$26,134	$0	$279,886	$0	$0	$0
JOSHUA J HAUGE
MEN'S HOCKEY COACH	$216,428	$0	$0	$0	$210	$0	$25,121	$0	$37,661	$0	$279,420	$0	$0	$0
MAURA MACK HISGEN - INTERIM
VP FOR COLLEGE RELATIONS/ASST. SEC.	$231,289	$0	$0	$0	$663	$0	$22,813	$0	$21,161	$0	$275,926	$0	$0	$0
SCOTT RAVA
ASST. VP & CAMPAIGN DIRECTOR	$184,595	$0	$0	$0	$1,130	$0	$19,866	$0	$46,238	$0	$251,829	$0	$0	$0
ASHRAF GHALY
CARL B JANSEN PROF OF ENGINEERING	$189,335	$0	$0	$0	$937	$0	$18,699	$0	$34,826	$0	$243,797	$0	$0	$0
DARCY CZAJKA
VP AND CHIEF OF STAFF	$183,853	$0	$0	$0	$350	$0	$20,527	$0	$7,659	$0	$212,389	$0	$0	$0
BLAIR RAYMOND
ASST. SECRETARY	$112,878	$0	$0	$0	$1,586	$0	$13,916	$0	$68,688	$0	$197,068	$0	$0	$0
JENNIFER CURREY
FACULTY TRUSTEE (AS OF 05/2024)	$138,356	$0	$0	$0	$770	$0	$13,487	$0	$34,719	$0	$187,332	$0	$0	$0
SARAH FARSAD
REGISTRAR	$115,106	$0	$500	$0	$858	$0	$12,075	$0	$35,571	$0	$164,110	$0	$0	$0
CHAD ORZEL
FACULTY TRUSTEE (THRU 05/2024)	$105,567	$0	$0	$0	$1,117	$0	$12,700	$0	$33,721	$0	$153,105	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS LINE 1 - HOUSING ALLOWANCE THE PRESIDENT, DAVID HARRIS, UNDER THE TERMS OF HIS EMPLOYMENT AGREEMENT, RECEIVES A HOUSING ALLOWANCE IN THE FORM OF A CASH PAYMENT, WHICH IS REPORTED AS TAXABLE INCOME ON HIS W-2. THE BOARD OF TRUSTEES APPROVED THE NATURE AND AMOUNT OF THE HOUSING ALLOWANCE. THE COLLEGE REQUIRES THE VICE PRESIDENT FOR STUDENT AFFAIRS AND DEAN OF STUDENTS, FRAN'CEE BROWN-MCCLURE, TO RESIDE ON CAMPUS AS A CONDITION OF HER EMPLOYMENT FOR THE BENEFIT OF THE COLLEGE, AND COLLEGE-OWNED HOUSING IS PROVIDED FOR HER. THE VALUE OF THE EMPLOYER PROVIDED HOUSING IS DEEMED TO BE NON-TAXABLE AND NOT INCLUDED IN HER FORM W-2 AS RESIDENCE ON CAMPUS IS A NECESSARY CONDITION OF EMPLOYMENT. LINE 1 - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES AS PART OF PRESIDENT DAVID HARRIS'S EMPLOYMENT CONTRACT, THE COLLEGE PAYS FOR TWO CLUB MEMBERSHIPS; THE FIRST IS TO THE MOHAWK GOLF CLUB IN SCHENECTADY AND THE OTHER MEMBERSHIP IS TO THE UNIVERSITY CLUB IN NEW YORK CITY. THE PRESIDENT UTILIZES THE SOCIAL CLUBS FOR BUSINESS PURPOSES.
PART I, LINE 4B	SUPPLEMENTAL RETIREMENT PLAN: CURRENT PRESIDENT, DAVID HARRIS, PARTICIPATES IN THE COLLEGE'S SECTION 457(F) NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE COLLEGE CONTRIBUTED $42,349 TO PRESIDENT HARRIS' 457(F) PLAN; THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN (C).
PART I, LINE 7	THE COLLEGE PROVIDED NON-FIXED DISCRETIONARY BONUSES TO CERTAIN EMPLOYEES WHO MET PERFORMANCE BASED GOALS IN CALENDAR YEAR 2023. BONUSES FOR THESE EMPLOYEES ARE DETERMINED AND APPROVED BY AN EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
PART II, COLUMN D - NONTAXABLE BENEFITS:	AS PERMITTED UNDER SECTION 117 OF THE INTERNAL REVENUE CODE, THE COLLEGE (AS AN ELIGIBLE EDUCATIONAL INSTITUTION) PROVIDES FREE OR REDUCED TUITION TO ITS EMPLOYEES, AND THEIR DEPENDENTS, ON A NON-TAXABLE BASIS. THE VALUE OF THIS TUITION ASSISTANCE IS INCLUDED SCHEDULE J, PART II, COLUMN (B)(III) FOR THE FOLLOWING EMPLOYEES REPORTED IN THE FORM 990: - MICHELLE ANGRIST, VP OF ACADEMIC AFFAIRS - MATTHEW MALATESTA, VP FOR ADMISSIONS - JAMES MCLAUGHLIN, DIRECTOR OF ATHLETICS - ELLEN YU, CHIEF INFORMATION OFFICER - SCOTT RAVA, ASST. VP & CAMPAIGN DIRECTOR - BLAIR RAYMOND - ASST. SECRETARY

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION
A	273478847	806418BC2	2017-04-20	$74,702,514	REFINANCE, S&E CONSTRUCTION	0	0	0
SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION
B	273478847	806418BF5	2022-06-09	$36,139,936	REFUND 2012 BOND & BUILDING RENOVATIONS	0	0	0
SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION
C	273478847	806418BF6	2024-06-27	$25,312,615	CAPITAL IMPROVEMENTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	UnspentUnspentAmt
A	$33,867,514	$74,702,514	$1,027,950	$58,191,675	$15,482,889	2020	Yes (1)	0	Yes (1)	Yes (1)
B	$3,654,936	$36,139,936	$533,044	$15,685,892	$19,921,000		Yes (1)	0	0	Yes (1)
C	$3,257,615	$25,312,615	$267,642	$19,940,116	$116,503		0	Yes (1)	0	Yes (1)	$4,988,354

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	0	0	0	0	0	Yes (1)
B	0	0	0	0	0	0	Yes (1)
C	0	0	0	0	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	Yes (1)
B	0	Yes (1)	Yes (1)
C	Yes (1)	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION DATE THE REBATE COMPUTATION WAS PERFORMED: 04/06/2022 ISSUER NAME: SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION DATE THE REBATE COMPUTATION WAS PERFORMED: 08/21/2024
SCHEDULE K, PART VI, SUPPLEMENTAL INFORMATION:	IN APRIL 2017, THE COLLEGE BORROWED $74,702,514 THROUGH THE SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION, UTILIZING A TAX-EXEMPT REVENUE BOND. $50,000,000 OF THE DEBT WILL BE USED TOWARD THE FINANCING OF THE RENOVATION/CONSTRUCTION OF THE SCIENCE AND ENGINEERING CENTER. $15,300,000 WAS USED TO REFUND SERIES 2010 BONDS. THE REMAINING AMOUNT OF THE DEBT PROCEEDS WAS USED TO FUND THE CAPITALIZED INTEREST FUND IN THE AMOUNT OF $7,900,000, AS WELL AS COSTS OF ISSUANCE. THE FINAL MATURITY OF THE BOND WILL BE JANUARY 1, 2047. THE BONDS WERE ISSUED AT A PREMIUM OF APPROXIMATELY $10,000,000. THIS BOND WAS PARTIALLY REFUNDED IN JUNE 2024 IN CONNECTION WITH THE $24,880,000 BOND ISSUANCE. IN JUNE 2022, THE COLLEGE BORROWED $32,485,000 THROUGH THE SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION, UTILIZING A TAX-EXEMPT REVENUE BOND. $19,921,000 OF THE DEBT WILL BE USED FOR THE PROJECT COSTS OF VARIOUS BUILDING RENOVATION AND DEFERRED MAINTENANCE. APPROXIMATELY 15,558,000 WAS USED TO REFUND THE SERIES 2012 BONDS, WHICH INCLUDED THE OUTSTANDING PRINCIPAL BALANCE AND ACCRUED INTEREST. THE REMAINING AMOUNT OF THE DEBT PROCEEDS WAS USED FOR COSTS OF ISSUANCE. THE FINAL MATURITY OF THE BOND WILL BE JULY 1, 2052. THE BONDS WERE ISSUED AT A PREMIUM OF APPROXIMATELY $3,655,000. IN JUNE 2024, THE COLLEGE BORROWED $22,055,000 THROUGH THE SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION, UTILIZING A TAX-EXEMPT REVENUE BOND. $5,000,000 OF THE DEBT WILL BE USED TO FINANCE CERTAIN CAPITAL IMPROVEMENT PROJECTS ON THE COLLEGE'S CAMPUS AND CERTAIN FUTURE LEASE PAYMENTS WITH RESPECT TO THE MOHAWK HARBOR HOCKEY ARENA. APPROXIMATELY, $19,928,000 OF THE TAX-EXEMPT DEBT WAS USED TO REFUND THE SERIES 2015A BONDS, WHICH INCLUDED OUTSTANDING PRINCIPAL BALANCE AND ACCRUED INTEREST. THE REMAINING AMOUNT OF THE DEBT PROCEEDS WAS USED FOR COST OF ISSUANCE. THE FINAL MATURITY OF THE BOND WILL BE JULY 1, 2038. THE BONDS WERE ISSUED AT A PREMIUM OF APPROXIMATELY $3,258,000. SCHEDULE K, PART II, COLUMN C, LINE 11: OTHER SPENT PROCEEDS REFLECT $113,914 OF AN UNDERWRITER'S DISCOUNT AND $2,589 OF ADDITIONAL CASH PROCEEDS NOT IDENTIFIED ELSEWHERE ON THE SCHEDULE K.
SCHEDULE K, PART IV, LINE 2(C), 2017 BOND:	THE COLLEGE COMMISSIONED AN ARBITRAGE REBATE CALCULATION ON ITS SERIES 2017 REVENUE BOND ON APRIL 26, 2022. THE REPORT CONCLUDED THAT NO REBATE WAS DUE FOR THIS ISSUE. SCHEDULE K, PART IV, LINE 2(C), 2022 BOND: THE COLLEGE COMMISSIONED AN ARBITRAGE REBATE CALCULATION ON ITS SERIES 2022 REVENUE BOND ON AUGUST 21, 2024. THE REPORT CONCLUDED THAT NO REBATE WAS DUE FOR THIS ISSUE.
SCHEDULE K, PART II, LINE 10 - BOND B:	THE COLLEGE SPENT $15,557,851 TO REFUND THE SERIES 2012 BONDS, (WHICH INCLUDES OUTSTANDING PRINCIPAL AND ACCRUED INTEREST). THE ADDITIONAL $19,921,000 REPORTED ON LINE 10 REPRESENTS AMOUNTS THE COLLEGE HAS SPENT ON BUILDING RENOVATIONS AND OTHER CAPITAL IMPROVEMENTS.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	3	PersonNm
Relationship With Org	TRUSTEES	RelationshipWithOrgTxt
Cash Grant	$256,719	CashGrantAmt
Type Of Assistance	SCHOLARSHIP	TypeOfAssistanceTxt
Assistance Purpose	TUITION DISC.	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARGARET AMODEO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	SEE PART V	RelationshipDescriptionTxt
Transaction	$54,994	TransactionAmt
Transaction	SEE PART V	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV - INTERESTED PERSONS	FormAndLineReferenceDesc
Explanation	TRUSTEE JOHN KELLY'S SISTER, MARGARET AMODEO IS AN EMPLOYEE OF THE COLLEGE. AMOUNTS REPORTED ON SCHEDULE L REPRESENT COMPENSATION AND BENEFITS RECEIVED BY MS. AMODEO ON A FISCAL YEAR BASIS.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	61	ContributionCnt
Noncash Contributions Rpt F990	$4,166,872	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MISCELLANEOUS	9	$15,537	COST
Yes (X)	EQUIPMENT	1	$3,000	COST

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	LINE 32A, THIRD PARTIES:	FormAndLineReferenceDesc
Explanation	TO THE EXTENT THAT THE COLLEGE RECEIVES NON-CASH CONTRIBUTIONS OF SECURITIES, ITS INVESTMENT MANAGER/BROKER IS TASKED WITH SELLING THOSE SECURITIES ON THE COLLEGE'S BEHALF.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	TO BE ENGAGED, INNOVATIVE AND ETHICAL CONTRIBUTORS TO A DIVERSE, GLOBAL AND TECHNOLOGICALLY COMPLEX SOCIETY. FACULTY, STAFF AND ADMINISTRATORS WELCOME DIVERSE AND TALENTED STUDENTS TO THE CAMPUS COMMUNITY, WORK CLOSELY WITH THEM TO PROVIDE A BROAD AND DEEP EDUCATION, AND GUIDE THEM IN FINDING AND CULTIVATING THEIR PASSIONS. THE COLLEGE OFFERS A WIDE RANGE OF DISCIPLINES AND INTERDISCIPLINARY PROGRAMS IN THE LIBERAL ARTS AND ENGINEERING, AS WELL AS ACADEMIC, ATHLETIC, CULTURAL AND SOCIAL ACTIVITIES, INCLUDING OPPORTUNITIES TO STUDY ABROAD AND TO PARTICIPATE IN UNDERGRADUATE RESEARCH AND COMMUNITY SERVICE.
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS OR FAMILY RELATIONSHIPS OF DIRECTORS, ETC. WILLIAM PERLSTEIN AND JOHN KELLY, III HAVE A BUSINESS RELATIONSHIP. RICHARD DELANEY AND SARAH PONTIUS AND HAVE A BUSINESS RELATIONSHIP. DOUGLASS KARP AND THOMAS COLEMAN HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS THE ORGANIZATION'S FORM 990 IS PREPARED IN CONJUNCTION WITH A NATIONALLY RECOGNIZED ACCOUNTING FIRM. UPON COMPLETION, THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND A DETAILED WALKTHROUGH OF ITS CONTENTS IS PROVIDED AT THE AUDIT COMMITTEE'S MEETING. PRIOR TO ELECTRONIC SUBMISSION OF THE 990 TO THE INTERNAL REVENUE SERVICE, THE AUDIT COMMITTEE CHAIR PROVIDES AN OVERVIEW OF THE REVIEW TO THE FULL BOARD OF TRUSTEES AND A COPY OF THE FINAL FORM 990 IS SHARED WITH THE FULL BOARD OF DIRECTORS. IN ADDITION, A COPY OF THIS FORM 990 IS AVAILABLE FOR REVIEW IN THE COLLEGE'S FINANCE OFFICE.
FORM 990, PART VI, SECTION B, LINE 12C	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS THE TRUSTEES OF UNION COLLEGE HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WHICH REQUIRES OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. QUESTIONNAIRES ARE SENT ANNUALLY TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY BOTH THE PRESIDENT'S OFFICE AND FINANCE FOR POTENTIAL CONFLICTS OF INTEREST THAT REQUIRE DISCLOSURE. IF A CONFLICT OF INTEREST IS NOTED, A BOARD MEMBER WOULD HAVE TO RECUSE HIMSELF FROM VOTING, IF SO REQUIRED.
FORM 990, PART VI, SECTION B, LINE 15	LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - PRESIDENT THE COLLEGE UNDERTAKES A THOROUGH AND RIGOROUS PROCESS TO DETERMINE THE PRESIDENT'S COMPENSATION. THE COLLEGE HAS ESTABLISHED AN EXECUTIVE COMPENSATION COMMITTEE THAT ACTS AS A COMMITTEE OF THE BOARD. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, AND GENERAL COUNSEL OF THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE COMMITTEE. THE COMMITTEE ACTS AS THE AUTHORIZED BODY UNDER TREASURY REG. 53.4958-6, RESPONSIBLE FOR APPROVING THE COMPENSATION ARRANGEMENTS OF THE PRESIDENT. THE COMMITTEE WILL: A. REVIEW GOALS FOR THE UPCOMING YEAR AND ACCOMPLISHMENTS FOR THE YEAR JUST ENDED. B. OBTAIN APPROPRIATE ANALYSIS AND STUDIES FOR USE IN EVALUATING THE COMPENSATION OF THE PRESIDENT. C. DOCUMENT ITS DELIBERATIONS AND DECISION ESTABLISHING THE PRESIDENT'S COMPENSATION. D. REPORT TO THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY ITS FINDINGS AND ACTIONS. LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES THE COLLEGE UNDERTAKES A SIMILARLY DETAILED PROCESS TO DETERMINE THE COMPENSATION OF THE COLLEGE'S OFFICERS AND KEY EMPLOYEES (AS REPORTED ON PART VII OF THE FORM 990): A. THE COMPENSATION COMMITTEE OBTAINS APPROPRIATE ANALYSIS AND STUDIES FROM THE ADMINISTRATION TO USE AS AN AID IN EVALUATING THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT FOR THESE EMPLOYEES. B. THE COMPENSATION COMMITTEE DELIBERATES ON, AND APPROVES, ALL COMPENSATION AT A MEETING AND THE DECISIONS ARE DOCUMENTED IN COMMITTEE MINUTES. THE COLLEGE REVIEWS ALL OFFICER AND KEY EMPLOYEE COMPENSATION ON AN ANNUAL BASIS AND PARTICIPATES IN THE ANNUAL CUPA SURVEY (COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION). THE COLLEGE IS IN THE PROCESS OF COMMISSIONING A NEW COMPENSATION STUDY WITHIN THE NEXT TWO YEARS.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE TRUSTEES OF UNION COLLEGE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE WWW.UNION.EDU.
FORM 990, PART IX, LINE 11(F):	UNION COLLEGE'S INVESTMENT PORTFOLIO IS COMPRISED OF BOTH TRADITIONAL PUBLICLY TRADED SECURITIES AND NON-TRADITIONAL ALTERNATIVE INVESTMENTS (HEDGE FUNDS, LIMITED PARTNERSHIPS ETC). CERTAIN ALTERNATIVE INVESTMENTS DO NOT SPECIFICALLY REPORT TO THE INVESTOR THE INVESTMENT MANAGEMENT FEES THAT ARE INCURRED, RATHER NETTING THOSE FEES AGAINST INVESTMENT RETURNS. IN ADDITION, UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INVESTMENT INCOME IS REQUIRED TO BE REPORTED NET OF RELATED EXPENSES WITHIN THE FINANCIAL STATEMENTS AND THE DISCLOSURE OF INVESTMENT EXPENSES IS NOT REQUIRED. BASED ON THESE FACTORS, NO SEPARATE TRACKING OF MANAGEMENT FEES PAID AT THE FUND LEVEL IS UNDERTAKEN. THE AMOUNT REPORTED ON PART IX, LINE 11(F) PRIMARILY REPRESENTS FEES PAID TO OUR THIRD PARTY INDEPENDENT INVESTMENT ADVISOR.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 208,619. POSTRETIREMENT BENEFITS 317,015. LOSS ON DEFEASANCE OF DEBT -236,941.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ALUMNI COUNCIL OF UNION COLLEGE INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	807 UNION ST ABBE HALL	AddressLine1Txt
City	SCHENECTADY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12308	ZIPCd

Field	Value	IRS element (for citing)
EIN	146019466	EIN
Primary Activities	FUNDRAISING	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	12C	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
CHARITABLE REMAIN UNITRUST (3)
INVESTING	NY	UNION COLLEGE	T	0
CHARITABLE REMAIN UNITRUST (1)
INVESTING	CA	UNION COLLEGE	T	0
CHARITABLE REMAIN UNITRUST (1)
INVESTING	PA	UNION COLLEGE	T	0

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	Yes (1)	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	Yes (1)	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
ALUMNI COUNCIL OF UNION COLLEGE
B	$87,725	FMV
ALUMNI COUNCIL OF UNION COLLEGE
C	$84,500	FMV