THE BARUCH COLLEGE FUND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE BARUCH COLLEGE FUND (EIN 23-7039817)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-19
- IRS object ID
- 202231099349300133
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-19T12:39:16-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 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 | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237039817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARUCH COLLEGE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARU | BusinessNameControlTxt |
| Phone | 6466606668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BERNARD BARUCH WAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN MILLS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6466606668 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELEN | PersonFirstNm |
| Person Last | MILLS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL ROMANO | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HELEN MILLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BERNARD BARUCH WAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $138,365,891 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARUCH.CUNY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FUND ENGAGES IN GENERATING, ENCOURAGING & PROMOTING THE EDUCATIONAL WELFARE OF THE STUDENTS OF THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 508 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | -$767,604 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,786,423 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,082,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,224,242 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,211,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,010,665 | PYTotalRevenueAmt |
| CY Total Revenue | $67,294,185 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,911,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,567,116 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,256,015 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,134,089 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $248,550 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $234,200 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,037,372 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,230,192 | PYOtherExpensesAmt |
| CY Other Expenses | $1,351,433 | CYOtherExpensesAmt |
| PY Total Expenses | $15,646,160 | PYTotalExpensesAmt |
| CY Total Expenses | $15,286,838 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,364,505 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,007,347 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $222,873,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,690,612 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,429,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,610,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $219,444,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $293,080,516 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE BARUCH COLLEGE FUND IS AN ORGANIZATION ENGAGED IN GENERATING, ENCOURAGING AND PROMOTING THE EDUCATIONAL WELFARE OF THE STUDENTS OF THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,588,337 | ExpenseAmt |
| Grant | $4,946,238 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FUND SUPPORTS ACTIVITIES THROUGH SCHOLARSHIPS AND AWARDS AND GRANTS TO THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK ("THE COLLEGE") FOR VARIOUS EDUCATIONAL PURPOSES SUCH AS THE SUPPORT OF THE COLLEGE'S THEATER, PUBLICATIONS, FACULTY, ART GALLERY, AND STUDENT SERVICES. STUDENT SERVICES INCLUDE ACTIVITIES SUCH AS THE STARR CAREER DEVELOPMENT CENTER, THE SCHWARTZ COMMUNICATION INSTITUTE, AND THE WEISSMAN CENTER FOR INTERNATIONAL BUSINESS, WHICH SERVICE THE ENTIRE STUDENT BODY. IN ADDITION TO SCHOLARSHIPS, AWARDS, AND GRANTS, THE FUND PAYS EXPENSES, INCLUDING CERTAIN COMPENSATION SUPPLEMENTS, ON BEHALF OF THE COLLEGE TO ENABLE IT TO ATTRACT AND RETAIN THE BEST TALENT TO CARRY OUT ITS EDUCATIONAL MISSION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $620,878 | ExpenseAmt |
| Grant | $620,878 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EITHER DIRECTLY OR INDIRECTLY (THROUGH BCF FUNDS TRANSFERRED TO THE CITY UNIVERSITY OF NEW YORK TO REDUCE STUDENT TUITION OBLIGATIONS), THE BCF PROVIDED $3.9 MILLION IN SCHOLARSHIPS AND AWARDS TO 1,741 STUDENTS IN FY 2021. ALL SCHOLARSHIP AND AWARDS RECIPIENTS ARE SELECTED BY THE COLLEGE AND APPROVED FOR AWARD BASED ON INDIVIDUAL SCHOLARSHIP AND AWARD FUND CRITERIA. AWARDS TO 505 STUDENTS INCLUDE, BUT ARE NOT LIMITED TO FUNDS DISTRIBUTED FOR STUDY ABROAD PROGRAMS, AWARDS TO RECOGNIZE ACADEMIC ACHIEVEMENT AND EMERGENCY FUNDS DISTRIBUTED BASED ON NEED DUE TO HARDSHIP. SEE SCHEDULE I FOR ADDITIONAL DETAILS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,209,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 194 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 508 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| 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 | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | 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 |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| 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 | IRINA LASKIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6466606668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BERNARD BARUCH WAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT J AQUILINA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HELENE R BANKS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAX W BERGER | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JASON S BERMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC L BERMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA BERNSTEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J BOYLE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRO CANETE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL CLIVNER | ||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES R DREIFUS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| IRWIN R ETTINGER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA FIELD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEWIS FRIEDMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BUZZY GEDULD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOV GERTZULIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F HARNISCH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS J HICKEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE M HVALA | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER S JONAS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC M KIRSCH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL M KOREN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID KRELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH M LEONE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE S LI-AUYEUNG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LUZ D LIEBESKIND | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MARTINELLI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AUSTIN W MARXE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT J MASI | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD S MERIANS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN J MILLS | ||||||||
| PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD C PAUL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J RAGGIO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| M FREDDIE REISS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOV C SCHLEIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL C SCHMIDT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H SCHNELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART A SHIKIAR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEON SHIVAMBER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE J SIMON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PO SIT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD I SMITH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIYA VAKNIN | ||||||||
| TRUSTEE THRU 06/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEWIN VASQUEZ | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA K WASSERMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE L ZICKLIN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| S DAVID WU | ||||||||
| PRES. OF BARUCH COLLEGE AS OF 07/20 | 10.00 | 30.00 | Yes (X) | $0 | $242,620 | $27,901 | ||
| MARLINE ALEXANDER | ||||||||
| TRUSTEE AS OF 09/2020 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBYN FIELD | ||||||||
| TRUSTEE AS OF 06/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER GALLINO | ||||||||
| TRUSTEE AS OF 09/2020 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN LIPINER | ||||||||
| TRUSTEE AS OF 04/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSH SCHUSTER | ||||||||
| TRUSTEE AS OF 09/2020 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIN SHEN | ||||||||
| TRUSTEE AS OF 02/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE SMITH | ||||||||
| TRUSTEE AS OF 06/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HIRSCH | ||||||||
| TRUSTEE AS OF 02/2021 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHARINE T COBB | ||||||||
| VP ADMIN/FINANCE | 10.00 | 30.00 | $0 | $229,823 | $43,670 | Yes (X) | ||
| IRINA LASKIN | ||||||||
| CONTROLLER | 35.00 | 0.00 | $135,475 | $0 | $30,136 | Yes (X) | ||
| YILDIRAY YILDIRIM | ||||||||
| PROFESSOR | 0.00 | 35.00 | $188,600 | $282,377 | $47,886 | Yes (X) | ||
| HARRY F HUSS | ||||||||
| DEAN | 0.00 | 35.00 | $123,162 | $299,346 | $22,800 | Yes (X) | ||
| TERRENCE MARTELL | ||||||||
| PROFESSOR | 0.00 | 35.00 | $152,409 | $162,370 | $49,166 | Yes (X) | ||
| DAVID BIRDSELL | ||||||||
| DEAN | 0.00 | 35.00 | $93,462 | $183,198 | $41,575 | Yes (X) | ||
| SCOTT NEWBERT | ||||||||
| PROFESSOR | 0.00 | 35.00 | $95,308 | $246,427 | $62,152 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $788,416 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,646,161 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,286 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATES INC | |||||
| PO BOX 16011 | LEWISTON | ME | 042439588 | ADVISORY SVCS | $174,309 |
| FUTURE FUNDS LLC | |||||
| 58 THORNYCROFT AVENUE | STATEN ISLAND | NY | 10312 | PLAN GIVING COUNSEL | $135,000 |
| GRANT THORNTON LLP | |||||
| 33570 TREASURY CENTER | CHICAGO | IL | 60694 | AUDIT/ TAX SVCS | $102,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,113,589 | FundraisingAmt |
| All Other Contributions | $28,968,980 | AllOtherContributionsAmt |
| Noncash Contributions | $572,285 | NoncashContributionsAmt |
| Total Contributions | $30,082,569 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,550,833 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$767,604 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,318,437 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,732,489 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,071,706 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,660,783 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,660,783 | TotalRevenueColumnAmt |
| Exclusion | $35,660,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,113,589 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,294,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$767,604 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,979,220 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,946,238 | TotalAmt |
| Program Services | $4,946,238 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,878 | TotalAmt |
| Program Services | $620,878 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,873 | TotalAmt |
| Program Services | $20,398 | ProgramServicesAmt |
| Management And General | $135,475 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,829,154 | TotalAmt |
| Program Services | $5,902,957 | ProgramServicesAmt |
| Management And General | $158,297 | ManagementAndGeneralAmt |
| Fundraising | $767,900 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,670 | TotalAmt |
| Program Services | $87,228 | ProgramServicesAmt |
| Management And General | $147,799 | ManagementAndGeneralAmt |
| Fundraising | $266,643 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,392 | TotalAmt |
| Program Services | $631,516 | ProgramServicesAmt |
| Fundraising | $15,876 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,863 | TotalAmt |
| Management And General | $47,263 | ManagementAndGeneralAmt |
| Fundraising | $3,600 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,122 | TotalAmt |
| Management And General | $119,122 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,200 | TotalAmt |
| Fundraising | $234,200 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,345 | TotalAmt |
| Management And General | $273,345 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,525 | TotalAmt |
| Management And General | $64,493 | ManagementAndGeneralAmt |
| Fundraising | $120,032 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,693 | TotalAmt |
| Fundraising | $2,693 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,997 | TotalAmt |
| Management And General | $16,259 | ManagementAndGeneralAmt |
| Fundraising | $390,738 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,058 | TotalAmt |
| Management And General | $11,483 | ManagementAndGeneralAmt |
| Fundraising | $87,575 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,294 | TotalAmt |
| Management And General | $26,002 | ManagementAndGeneralAmt |
| Fundraising | $3,292 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17 | TotalAmt |
| Fundraising | $17 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,338 | TotalAmt |
| Management And General | $807 | ManagementAndGeneralAmt |
| Fundraising | $22,531 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,906 | TotalAmt |
| Management And General | $39,906 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL EVENTS | Desc |
| Total | $122,275 | TotalAmt |
| Fundraising | $122,275 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,286,838 | TotalAmt |
| Program Services | $12,209,215 | ProgramServicesAmt |
| Management And General | $1,040,251 | ManagementAndGeneralAmt |
| Fundraising | $2,037,372 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,575 | BOYAmt |
| EOY | $1,507,778 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,772,892 | BOYAmt |
| EOY | $11,435,523 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,851,960 | BOYAmt |
| EOY | $16,101,127 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,350 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,514 | BOYAmt |
| EOY | $590,204 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,745,574 | BOYAmt |
| EOY | $156,380,351 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,292,890 | BOYAmt |
| EOY | $105,901,440 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,962,927 | BOYAmt |
| EOY | $3,774,189 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,873,682 | BOYAmt |
| EOY | $295,690,612 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,789,971 | BOYAmt |
| EOY | $995,927 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,639,704 | BOYAmt |
| EOY | $1,614,169 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,429,675 | BOYAmt |
| EOY | $2,610,096 | 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 | $9,763,934 | BOYAmt |
| EOY | $13,166,342 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,680,073 | BOYAmt |
| EOY | $279,914,174 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,444,007 | BOYAmt |
| EOY | $293,080,516 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,873,682 | BOYAmt |
| EOY | $295,690,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $52,007,347 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,972,922 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $656,240 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,452,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,820,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,622,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,786,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,082,569 | CurrentTaxYearAmt |
| Total | $94,764,198 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,452,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,820,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,622,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,786,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,082,569 | CurrentTaxYearAmt |
| Total | $94,764,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,527,800 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,236,398 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,102,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,521,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,861,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,266,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,833 | CurrentTaxYearAmt |
| Total | $8,302,224 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,085 | CurrentTaxYearMinus2YearsAmt |
| Total | $293,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $103,359,932 | TotalSupportAmt |
| Public Support CY170 | 0.68920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80530 | 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 | GROSS FUNDRAISING INCOME - 2016 AMOUNT: $ 94,325. 2017 AMOUNT: $ 93,100. 2018 AMOUNT: $ 106,085. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,125,416 | BeginningYearBalanceAmt |
| Contributions | $7,798,446 | ContributionsAmt |
| Investment Earnings Or Losses | $45,217,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,952,222 | OtherExpendituresAmt |
| Administrative Expenses | $1,978,032 | AdministrativeExpensesAmt |
| End Year Balance | $205,210,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,800,360 | BeginningYearBalanceAmt |
| Contributions | $11,296,665 | ContributionsAmt |
| Investment Earnings Or Losses | $4,198,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,061,687 | OtherExpendituresAmt |
| Administrative Expenses | $2,108,556 | AdministrativeExpensesAmt |
| End Year Balance | $160,125,416 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,541,838 | BeginningYearBalanceAmt |
| Contributions | $3,734,893 | ContributionsAmt |
| Investment Earnings Or Losses | $7,495,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,938,653 | OtherExpendituresAmt |
| Administrative Expenses | $2,032,724 | AdministrativeExpensesAmt |
| End Year Balance | $152,800,360 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,035,869 | BeginningYearBalanceAmt |
| Contributions | $7,546,587 | ContributionsAmt |
| Investment Earnings Or Losses | $10,937,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,675,344 | OtherExpendituresAmt |
| Administrative Expenses | $1,756,827 | AdministrativeExpensesAmt |
| End Year Balance | $148,087,750 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,705,075 | BeginningYearBalanceAmt |
| Contributions | $7,357,346 | ContributionsAmt |
| Investment Earnings Or Losses | $16,412,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,836,708 | OtherExpendituresAmt |
| Administrative Expenses | $1,601,950 | AdministrativeExpensesAmt |
| End Year Balance | $137,035,869 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05468 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26412 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $105,901,440 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $105,901,440 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,614,169 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,614,169 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $88,923,347 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,972,922 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $656,240 | OtherRevenueAmt |
| Revenue Not Reported | $21,629,162 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,294,185 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $67,294,185 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,286,838 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,286,838 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,286,838 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | USE OF ENDOWMENT FUNDS THE FUND'S ENDOWMENT CONSIST OF 287 INDIVIDUAL DONOR-RESTRICTED FUNDS AND TWO QUASI ENDOWMENTS. THESE FUNDS WERE ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING SCHOLARSHIPS AND AWARDS AND PROGRAM ENHANCEMENTS AT BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK. |
| PART X, LINE 2: | FIN 48 DISCLOSURE THE FUND RECOGNIZES THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITHIN ITS FINANCIAL STATEMENTS. THE FUND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXATION UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(C)(3). NEVERTHELESS, THE FUND MAY BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS OF $656,240. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $66,303,163 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $14,714,095 |
| 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 | $81,017,258 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $81,017,258 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, FOREIGN FORMS | THE FUND DID MAKE TRANSFERS TO FOREIGN CORPORATIONS IN EXCESS OF REPORTING THRESHOLDS APPLICABLE FOR FORM 926. ACCORDINGLY, THE FUND HAS PREPARED THESE FORMS AND FILED WITH FORM 990-T. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| STOCKADE CONSULTING GROUP | ||||||||
| 650 FRANKLIN STREET | SCHENECTADY | NY | 12305 | TELEFUND FUNDRAISING | 0 | $84,955 | $81,200 | $3,755 |
| FUTURE FUNDS LLC | ||||||||
| 129 BATHGATE STREET | STATEN ISLAND | NY | 10312 | PLAN GIVING COUNSEL | 0 | $0 | $135,000 | $0 |
| HARVEST FRC INC | ||||||||
| 3 KINGSWOOD DR | NEW HOPE | PA | 18938 | FUNDRAISING CONSULTING | 0 | $0 | $18,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $84,955 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $234,200 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,755 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $1,113,589 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,113,589 | CharitableContriEvent1Amt |
| Gross Receipts Total | $1,113,589 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,113,589 | CharitableContributionsTotAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | STOCKADE CONSULTING GROUP PROVIDES DIRECT MAIL/EMAIL CAMPAIGN AND RUNS THE OUTSOURCED PHONATHON CAMPAIGN FOR THE BARUCH COLLEGE FUND. AS SUCH, REVENUE FROM THESE SERVICES IS READILY DETERMINABLE, AMOUNTING TO $84,995. HARVEST FUND RAISING COUNSEL PROVIDES GENERAL CONSULTING SERVICES (STRATEGY, BENCHMARKING, ETC.) AND REVENUE RAISED IS THEREFORE NOT EASILY DETERMINABLE. FUTURE FUNDS PROVIDES PLANNED GIVING SERVICES IN PARTNERSHIP WITH STAFF MEMBERS, THEREFORE REVENUE RAISED IS NOT EASILY DETERMINABLE. |
| PART II, COLUMN A: | THE ANNUAL DINNER WAS A VIRTUAL EVENT THIS YEAR AND ONLY GENERATED CONTRIBUTIONS THEREFORE SCHEDULE G REPORTING IS BEING PROVIDED JUST FOR TRANSPARENCY PURPOSES, THOUGH TECHNICALLY IT IS NOT REQUIRED. |
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 | BARUCH COLLEGE - THE CITY UNIVERSITY OF NY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BERNARD BARUCH WAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 133893536 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $4,966,636 | CashGrantAmt |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 505 | RecipientCnt |
| Cash Grant | $620,878 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE I, PART II | GRANTS TO BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK: THE FUND PROVIDES GRANTS TO THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK TO BE USED TO SUPPORT VARIOUS PROGRAM RELATED ACTIVITIES OF THE COLLEGE INCLUDING SALARIES, SCHOLARSHIPS AND GRANTS TO STUDENTS, AS WELL AS OTHER IDENTIFIED PROGRAM NEEDS. IN ADDITION TO SCHOLARSHIPS AND GRANTS THE FUND PAYS EXPENSES, INCLUDING CERTAIN COMPENSATION SUPPLEMENTS, ON BEHALF OF THE COLLEGE TO ENABLE IT TO ATTRACT AND RETAIN THE BEST TALENT TO CARRY OUT ITS EDUCATIONAL MISSION. |
| FORM 990, SCHEDULE I, PART III | GRANTS AND ASSISTANCE TO INDIVIDUALS DURING THE FISCAL YEAR ENDED JUNE 30, 2021, IN ADDITION TO THE 1,236 SCHOLARSHIPS THE FUND AWARDED THROUGH THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK, AN ADDITIONAL 505 STUDENTS RECEIVED SCHOLARSHIPS AND AWARDS DIRECTLY FROM THE FUND. THE TOTAL NUMBER OF STUDENTS RECEIVING SUCH SCHOLARSHIPS AND AWARDS FOR THE YEAR ENDED JUNE 30, 2021 WAS 1,741 TOTALING $3,975,501. AWARDS INCLUDE, BUT ARE NOT LIMITED TO AWARDS TO RECOGNIZE ACADEMIC ACHIEVEMENT AND EMERGENCY FUNDS DISTRIBUTED BASED ON NEED. ALL SCHOLARSHIP AND AWARD RECIPIENTS ARE SELECTED BY THE COLLEGE AND APPROVED FOR AWARD BASED ON INDIVIDUAL FUND CRITERIA. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YILDIRAY YILDIRIM | ||||||||||||||
| PROFESSOR | $188,600 | $282,377 | $0 | $0 | $0 | $0 | $0 | $22,602 | $0 | $25,284 | $188,600 | $330,263 | $0 | $0 |
| HARRY F HUSS | ||||||||||||||
| DEAN | $123,162 | $299,346 | $0 | $0 | $0 | $0 | $0 | $22,800 | $0 | $0 | $123,162 | $322,146 | $0 | $0 |
| SCOTT NEWBERT | ||||||||||||||
| PROFESSOR | $95,308 | $246,427 | $0 | $0 | $0 | $0 | $0 | $20,422 | $0 | $41,730 | $95,308 | $308,579 | $0 | $0 |
| TERRENCE MARTELL | ||||||||||||||
| PROFESSOR | $152,409 | $162,370 | $0 | $0 | $0 | $0 | $0 | $23,882 | $0 | $25,284 | $152,409 | $211,536 | $0 | $0 |
| DAVID BIRDSELL | ||||||||||||||
| DEAN | $93,462 | $183,198 | $0 | $0 | $0 | $0 | $0 | $27,585 | $0 | $13,990 | $93,462 | $224,773 | $0 | $0 |
| KATHARINE T COBB | ||||||||||||||
| VP ADMIN/FINANCE | $0 | $229,823 | $0 | $0 | $0 | $0 | $0 | $18,386 | $0 | $25,284 | $0 | $273,493 | $0 | $0 |
| S DAVID WU | ||||||||||||||
| PRES. OF BARUCH COLLEGE AS OF 07/20 | $0 | $222,222 | $0 | $0 | $0 | $20,398 | $0 | $16,968 | $0 | $10,933 | $0 | $270,521 | $0 | $0 |
| IRINA LASKIN | ||||||||||||||
| CONTROLLER | $135,475 | $0 | $0 | $0 | $0 | $0 | $14,320 | $0 | $15,816 | $0 | $165,611 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HOUSING THE PRESIDENT OF BERNARD M. BARUCH COLLEGE, AS A CONDITION OF HIS EMPLOYMENT, RESIDES IN A CUNY OWNED APARTMENT TO RESPOND TO EMERGENT SITUATIONS AT ANY TIME. AS A RESULT, THE FUND PAYS THE CONDOMINIUM COMMON CHARGES AND CABLE/INTERNET SERVICE FOR THE APARTMENT AND IS DISCLOSED ON THIS RETURN. THIS IS INCLUDED IN THE ANNUAL BUDGET ALLOCATION FROM THE FUND, APPROVED BY THE FUND'S BOARD OF TRUSTEES. DISCRETIONARY FUND THE PRESIDENT OF BERNARD M. BARUCH COLLEGE RECEIVES A BUDGET ALLOCATION FROM THE FUND, APPROVED BY THE FUND'S BOARD OF TRUSTEES. THIS ALLOCATION IS USED TO FUND COLLEGE-WIDE INITIATIVES DESCRIBED IN THE COLLEGE'S STRATEGIC PLAN. COMPENSATION ARRANGEMENTS SCHEDULE J ONE EMPLOYEE OF BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK (THE "COLLEGE") SERVES AS A KEY EMPLOYEE OF THE BARUCH COLLEGE FUND AS THIS EMPLOYEE PROVIDES OVERSIGHT TO THE ACTIVITIES OF THE FUND. THE COLLEGE DOES NOT DETERMINE EMPLOYEE BENEFITS, RATHER THEY ARE PRESCRIBED BY THE CITY UNIVERSITY OF NEW YORK ("CUNY"). |
| PART I, LINE 3 | THE PRESIDENT OF BARUCH COLLEGE, A KEY EMPLOYEE OF THE FUND, RECEIVES BASE COMPENSATION FROM THE CITY UNIVERSITY OF NEW YORK (CUNY). SUCH CUNY COMPENSATION IS DETERMINED IN ACCORDANCE WITH CUNY GUIDELINES AND PROCEDURES FOR MEMBERS OF EXECUTIVE COMPENSATION PLAN (ECP) AND IS APPROVED BY THE CUNY BOARD OF TRUSTEES. SCHEDULE J GENERAL STATEMENT THE FUND MAKES PAYMENTS TO CERTAIN OFFICERS AND EMPLOYEES OF BARUCH COLLEGE IN ORDER TO SUPPLEMENT THEIR COMPENSATION FOR PURPOSES OF ALLOWING THE COLLEGE TO ATTRACT AND RETAIN THE BEST TALENT POSSIBLE. WHILE THESE COLLEGE EMPLOYEES DON'T PROVIDE SERVICES TO THE FUND, THE PAYMENTS ARE WITHIN OUR MISSION OF SUPPORTING THE COLLEGE AND ALL ARE TREATED AS TAXABLE COMPENSATION PAYMENTS AND REPORTED ON FORMS W-2. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $572,285 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GOVERNANCE, MANAGEMENT, AND DISCLOSURE KATHARINE T. COBB, OFFICER AND S. DAVID WU, TRUSTEE HAVE A BUSINESS RELATIONSHIP BY BOTH WORKING AT THE COLLEGE. ROBYN FIELD, TRUSTEE AND LISA FIELD, TRUSTEE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT AND THE AUDIT COMMITTEE OF THE BARUCH COLLEGE FUND REVIEW THE FORM 990 PREPARED BY THE FUND'S ACCOUNTING FIRM. UPON THEIR APPROVAL, THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR INFORMATION AND UPON SUCH DISTRIBUTION, ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES OF THE FUND MUST COMPLY WITH THE GOVERNANCE POLICIES OF BOTH THE COLLEGE AND THE FUND. SUCH WRITTEN POLICIES INCLUDE WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION, GIFT ACCEPTANCE AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FUND AND THE COLLEGE DO NOT DETERMINE EMPLOYEE BENEFITS, RATHER THEY ARE PRESCRIBED TO EACH OF THE INSTITUTIONS AFFILIATED WITH THE CITY UNIVERSITY OF NEW YORK ("CUNY"). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BARUCH COLLEGE FUND MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG AND THE BARUCH COLLEGE FUND WEBSITE. THE BARUCH COLLEGE ANNUAL COMPLIANCE FILING AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $656,240 |
| IMPACT OF THE COVID-19 PANDEMIC: | IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A NOVEL CORONAVIRUS ("COVID-19") AS A PANDEMIC, WHICH CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES. THE EXTENT OF THE IMPACT OF COVID-19 ON THE FUND'S OPERATIONAL AND FINANCIAL PERFORMANCE WILL DEPEND ON CERTAIN DEVELOPMENTS, INCLUDING THE DURATION AND SPREAD OF THE OUTBREAK, WHICH AT PRESENT CANNOT BE DETERMINED. ACCORDINGLY, THE EXTENT TO WHICH COVID-19 MAY IMPACT THE FUND'S FINANCIAL POSITION, CHANGES IN NET ASSETS AND CASH FLOWS IS UNCERTAIN, AND THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO ADJUSTMENTS RELATING TO THE EFFECTS OF THIS PANDEMIC. THE FUND HAS AND WILL CONTINUE TO MAKE EVERY EFFORT TO MITIGATE THE CURRENT AND FUTURE FINANCIAL IMPACTS OF COVID-19. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERNARD M BARUCH COLLEGE OF CUNY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BERNARD BARUCH WAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133893536 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BARUCH COLLEGE-THE CITY UNIVERSITY OF NY | ||
| N | $26,002 | CASH |
| BARUCH COLLEGE-THE CITY UNIVERSITY OF NY | ||
| B | $8,942,137 | CASH |