THE BARUCH COLLEGE FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BARUCH COLLEGE FUND (EIN 23-7039817)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-23
- IRS object ID
- 202611139349301701
- Schema version
- 2024v5.5
- 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 | 2026-04-23T13:53:22-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 WEST 42ND STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | LUZ LIEBESKIND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6466606668 | PhoneNum |
| Signature | 2026-04-10 | 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 | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2026-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUZ LIEBESKIND | 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 | $77,780,233 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.ALUMNI.BARUCH.CUNY.EDU/BCF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | 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 | 54 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 596 | TotalEmployeeCnt |
| Total Volunteers | 67 | TotalVolunteersCnt |
| Total Gross UBI | $158,593 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $15,803 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,458,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,437,146 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,183,313 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,812,912 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$39,454 | PYOtherRevenueAmt |
| CY Other Revenue | -$43,365 | CYOtherRevenueAmt |
| PY Total Revenue | $31,602,064 | PYTotalRevenueAmt |
| CY Total Revenue | $24,206,693 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,141,374 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,564,525 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,048,215 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,062,673 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $194,971 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $135,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,389,972 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,640,060 | PYOtherExpensesAmt |
| CY Other Expenses | $1,781,351 | CYOtherExpensesAmt |
| PY Total Expenses | $21,024,620 | PYTotalExpensesAmt |
| CY Total Expenses | $22,543,549 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,577,444 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,663,144 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $318,550,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $339,911,162 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,253,299 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,088,238 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $315,296,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $336,822,924 | 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 | $14,179,057 | ExpenseAmt |
| Grant | $5,705,609 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FUND SUPPORTS ACTIVITIES THROUGH 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 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 | $4,858,916 | ExpenseAmt |
| Grant | $4,858,916 | 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 $4.86 MILLION IN SCHOLARSHIPS AND AWARDS TO 1,845 STUDENTS IN FISCAL YEAR 2025. ALL SCHOLARSHIP AND AWARDS RECIPIENTS ARE SELECTED BY THE COLLEGE AND APPROVED FOR AWARD BASED ON INDIVIDUAL SCHOLARSHIP AND AWARD FUND CRITERIA. DIRECT AWARDS TO 639 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,037,973 | 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 | Yes (1) | 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 | 200 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 596 | 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 |
| 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 | 54 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 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 | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | ND | 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 | NV | 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 | OK | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | 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 (63 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DR S DAVID WU | |||||||||
| PRES. OF BARUCH COLLEGE | 10.00 | 30.00 | Yes (X) | $0 | $458,585 | $114,756 | |||
| LUZ D LIEBESKIND | |||||||||
| PRESIDENT | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HELEN J MILLS | |||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD C PAUL | |||||||||
| VICE PRESIDENT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARC L BERMAN | |||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LISA FIELD | |||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY ABDELMASSIH | |||||||||
| TRUSTEE (FROM 9/25/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARLINE N ALEXANDER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J AQUILINA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NINA BAHAZHEVSKA | |||||||||
| TRUSTEE (FROM 4/24/25) | 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 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON 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 | |||
| JOHN YY CHENG | |||||||||
| TRUSTEE (FROM 9/25/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AHMAD CHOUDHRY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL CLIVNER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD V DAVIS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES R DREIFUS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN FIELD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| QUAMID FRANCIS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEWIS FRIEDMAN | |||||||||
| TRUSTEE (UNTIL 10/11/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| YU GAN | |||||||||
| 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 | |||
| DENNIS J HICKEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN HIRSCH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HUI | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE M HVALA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL JENTIS | |||||||||
| TRUSTEE (FROM 11/14/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| 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 | |||
| DAVID KRELL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA LATERMAN | |||||||||
| 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 | |||
| SALOME MAKHARADZE | |||||||||
| 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 | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KARINA CHIQUI NARVAEZ | |||||||||
| 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 | |||
| 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 V SHIVAMBER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PO Y SIT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREN J SMITH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD I SMITH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VIKRAM VARMA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RITESH VERA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA WASSERMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC ZICKLIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY RIVERS | |||||||||
| AVP OF BUDGET & PLANNING | 10.00 | 30.00 | $6,750 | $206,378 | $5,689 | Yes (X) | |||
| ALAINA GILLIGO | |||||||||
| VP OF OPS. & ADMIN. | 10.00 | 30.00 | $12,000 | $285,384 | $35,524 | Yes (X) | |||
| IRINA LASKIN | |||||||||
| CONTROLLER | 35.00 | 0.00 | $166,979 | $0 | $48,407 | Yes (X) | |||
| YILDIRAY YILDIRIM | |||||||||
| PROFESSOR | 0.00 | 35.00 | $178,726 | $282,638 | $80,966 | Yes (X) | |||
| SCOTT NEWBERT | |||||||||
| PROFESSOR | 0.00 | 35.00 | $101,155 | $267,223 | $69,792 | Yes (X) | |||
| LINDA ESSIG | |||||||||
| PROVOST | 0.00 | 35.00 | $45,000 | $299,631 | $76,745 | Yes (X) | |||
| LIN PENG | |||||||||
| PROFESSOR | 0.00 | 35.00 | $127,283 | $250,856 | $34,969 | Yes (X) | |||
| BRUCE WEBER | |||||||||
| DEAN | 10.00 | 40.00 | $154,220 | $285,969 | $67,179 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $792,113 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,336,664 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $534,027 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATES | |||||
| PO BOX 16011 | LEWISRON | ME | 04243 | INVESTMENT ADVISORY SERVICES | $232,856 |
| OLOGIE LLC | |||||
| 447 EAST MAIN STREET | COLUMBUS | OH | 43215 | BRAND ACTIVATION AND MESSAGING STRATEGY | $155,000 |
| RSM US LLP | |||||
| 4650 EAST 53 STREET | DAVENPORT | IA | 52807 | AUDIT AND TAX PREPARATION SERVICES | $138,226 |
| FUTURE FUNDS | |||||
| 58 THORNYCROFT AVENUE | STATEN ISLAND | NY | 10312 | PLANNED GIVING FUNDRAISING | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $725,188 | FundraisingAmt |
| Government Grants | $512,891 | GovernmentGrantsAmt |
| All Other Contributions | $12,199,067 | AllOtherContributionsAmt |
| Noncash Contributions | $649,246 | NoncashContributionsAmt |
| Total Contributions | $13,437,146 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,975,484 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $158,593 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,816,891 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,267,893 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,430,465 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,837,428 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,837,428 | TotalRevenueColumnAmt |
| Exclusion | $6,837,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,710 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $725,188 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $143,075 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,365 | TotalRevenueColumnAmt |
| Exclusion | -$43,365 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,206,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $158,593 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,610,954 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,397,767 | TotalAmt |
| Program Services | $9,397,767 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,166,758 | TotalAmt |
| Program Services | $1,166,758 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,721 | TotalAmt |
| Program Services | $30,742 | ProgramServicesAmt |
| Management And General | $166,979 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,801,375 | TotalAmt |
| Program Services | $7,818,013 | ProgramServicesAmt |
| Management And General | $578,619 | ManagementAndGeneralAmt |
| Fundraising | $404,743 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,182 | TotalAmt |
| Management And General | $339,830 | ManagementAndGeneralAmt |
| Fundraising | $74,352 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,395 | TotalAmt |
| Program Services | $624,693 | ProgramServicesAmt |
| Management And General | $3,914 | ManagementAndGeneralAmt |
| Fundraising | $20,788 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,021 | TotalAmt |
| Management And General | $72,021 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,086 | TotalAmt |
| Management And General | $179,086 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,000 | TotalAmt |
| Fundraising | $135,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,619 | TotalAmt |
| Management And General | $317,619 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,703 | TotalAmt |
| Management And General | $108,332 | ManagementAndGeneralAmt |
| Fundraising | $182,371 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,070 | TotalAmt |
| Management And General | $2,995 | ManagementAndGeneralAmt |
| Fundraising | $1,075 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,009 | TotalAmt |
| Management And General | $81,660 | ManagementAndGeneralAmt |
| Fundraising | $331,349 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,145 | TotalAmt |
| Management And General | $28,330 | ManagementAndGeneralAmt |
| Fundraising | $120,815 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,725 | TotalAmt |
| Management And General | $33,381 | ManagementAndGeneralAmt |
| Fundraising | $1,344 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,610 | TotalAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
| Fundraising | $18,460 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,081 | TotalAmt |
| Management And General | $3,810 | ManagementAndGeneralAmt |
| Fundraising | $16,271 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,251 | TotalAmt |
| Management And General | $60,251 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM EVENT EXPENSE | $120,973 | $37,569 | $83,404 |
| FED. & STATE TAX FEES | $101,058 | $101,058 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,543,549 | TotalAmt |
| Program Services | $19,037,973 | ProgramServicesAmt |
| Management And General | $2,115,604 | ManagementAndGeneralAmt |
| Fundraising | $1,389,972 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,966 | BOYAmt |
| EOY | $2,131,579 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,329,918 | BOYAmt |
| EOY | $20,372,272 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,258,142 | BOYAmt |
| EOY | $11,597,727 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,694 | BOYAmt |
| EOY | $208,430 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,646,986 | BOYAmt |
| EOY | $177,694,767 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,649,518 | BOYAmt |
| EOY | $120,571,456 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,161,932 | BOYAmt |
| EOY | $7,334,931 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,550,156 | BOYAmt |
| EOY | $339,911,162 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,580,800 | BOYAmt |
| EOY | $1,364,535 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,672,499 | BOYAmt |
| EOY | $1,723,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,253,299 | BOYAmt |
| EOY | $3,088,238 | 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 | $28,220,722 | BOYAmt |
| EOY | $29,400,569 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,076,135 | BOYAmt |
| EOY | $307,422,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,296,857 | BOYAmt |
| EOY | $336,822,924 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,550,156 | BOYAmt |
| EOY | $339,911,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,663,144 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,676,596 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $186,327 | 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 | $30,082,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,786,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,816,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,458,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,437,146 | CurrentTaxYearAmt |
| Total | $76,580,882 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,082,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,786,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,816,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,458,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,437,146 | CurrentTaxYearAmt |
| Total | $76,580,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,241,934 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,338,948 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,550,833 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,437,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,243,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,134,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,816,891 | CurrentTaxYearAmt |
| Total | $13,183,392 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,562,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $878,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,593 | CurrentTaxYearAmt |
| Total | $2,599,442 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $90,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,710 | CurrentTaxYearAmt |
| Total | $398,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,762,535 | TotalSupportAmt |
| Public Support CY170 | 0.67200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65560 | 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 - 2021 AMOUNT: $ 90,015. 2022 AMOUNT: $ 129,329. 2023 AMOUNT: $ 79,765. 2024 AMOUNT: $ 99,710. | 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 | $221,432,041 | BeginningYearBalanceAmt |
| Contributions | $4,273,840 | ContributionsAmt |
| Investment Earnings Or Losses | $23,719,904 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,263,137 | OtherExpendituresAmt |
| Administrative Expenses | $4,464,412 | AdministrativeExpensesAmt |
| End Year Balance | $234,698,236 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,535,842 | BeginningYearBalanceAmt |
| Contributions | $3,385,905 | ContributionsAmt |
| Investment Earnings Or Losses | $28,222,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,816,351 | OtherExpendituresAmt |
| Administrative Expenses | $3,895,404 | AdministrativeExpensesAmt |
| End Year Balance | $221,432,041 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,784,906 | BeginningYearBalanceAmt |
| Contributions | $5,881,615 | ContributionsAmt |
| Investment Earnings Or Losses | $23,733,842 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,902,743 | OtherExpendituresAmt |
| Administrative Expenses | $2,961,778 | AdministrativeExpensesAmt |
| End Year Balance | $201,535,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $205,210,647 | BeginningYearBalanceAmt |
| Contributions | $3,305,789 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,013,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,949,596 | OtherExpendituresAmt |
| Administrative Expenses | $2,768,667 | AdministrativeExpensesAmt |
| End Year Balance | $182,784,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,125,416 | BeginningYearBalanceAmt |
| Contributions | $7,798,466 | ContributionsAmt |
| Investment Earnings Or Losses | $45,217,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,952,222 | OtherExpendituresAmt |
| Administrative Expenses | $1,978,032 | AdministrativeExpensesAmt |
| End Year Balance | $205,210,647 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28300 | 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 | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $120,571,456 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $120,571,456 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY FOR SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $1,723,703 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,723,703 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,069,616 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,676,596 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $186,327 | OtherRevenueAmt |
| Revenue Not Reported | $19,862,923 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,206,693 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,206,693 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,543,549 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,543,549 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,543,549 | 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 338 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: | ASC 740 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 THE CODE SECTION 501(A) BY VIRTUE OF BEING AN ORGANIZATION DESCRIBED IN 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 186,327. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $67,595,096 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $19,595,922 |
| 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 | $87,191,018 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $87,191,018 | 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 |
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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUTURE FUNDS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 BATHGATE STREET | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNED GIVING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $135,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $135,000 | TotalRetainedByContractorsAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| 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 | KS | 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 | MS | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | 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 | UT | 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 |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $824,898 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $725,188 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $99,710 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $30,435 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $112,640 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $824,898 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $725,188 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,710 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,435 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $112,640 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $143,075 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,365 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FUTURE FUNDS LLC PROVIDED SERVICES IN PARTNERSHIP WITH THE ORGANIZATION'S EMPLOYEES. GROSS RECEIPTS CONNECTED TO THEIR SERVICES FOR PART I, COL (IV) WAS NOT ASCERTAINABLE. | ExplanationTxt |
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 | $9,397,767 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| 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 & AWARDS | GrantTypeTxt |
| Recipient | 639 | RecipientCnt |
| Cash Grant | $1,166,758 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PARTS II & III | FormAndLineReferenceDesc |
| Explanation | 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. THESE GRANTS AND EXPENSES INCURRED BY THE COLLEGE ARE DIRECTLY PAID OUT BY THE FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR S DAVID WU | ||||||||||||||
| PRES. OF BARUCH COLLEGE | $0 | $407,385 | $0 | $0 | $0 | $51,200 | $0 | $48,300 | $30,742 | $35,714 | $30,742 | $542,599 | $0 | $0 |
| YILDIRAY YILDIRIM | ||||||||||||||
| PROFESSOR | $178,726 | $265,668 | $0 | $0 | $0 | $16,970 | $0 | $45,252 | $0 | $35,714 | $178,726 | $363,604 | $0 | $0 |
| BRUCE WEBER | ||||||||||||||
| DEAN | $154,220 | $285,969 | $0 | $0 | $0 | $0 | $0 | $31,655 | $0 | $35,524 | $154,220 | $353,148 | $0 | $0 |
| SCOTT NEWBERT | ||||||||||||||
| PROFESSOR | $101,155 | $231,072 | $0 | $0 | $0 | $36,151 | $0 | $14,103 | $0 | $55,689 | $101,155 | $337,015 | $0 | $0 |
| LINDA ESSIG | ||||||||||||||
| PROVOST | $45,000 | $281,642 | $0 | $0 | $0 | $17,989 | $0 | $41,975 | $0 | $34,770 | $45,000 | $376,376 | $0 | $0 |
| LIN PENG | ||||||||||||||
| PROFESSOR | $127,283 | $227,856 | $0 | $0 | $0 | $23,000 | $0 | $33,079 | $0 | $1,890 | $127,283 | $285,825 | $0 | $0 |
| ALAINA GILLIGO | ||||||||||||||
| VP OF OPS. & ADMIN. | $12,000 | $274,246 | $0 | $0 | $0 | $11,138 | $0 | $0 | $0 | $35,524 | $12,000 | $320,908 | $0 | $0 |
| MARY RIVERS | ||||||||||||||
| AVP OF BUDGET & PLANNING | $6,750 | $172,382 | $0 | $0 | $0 | $33,996 | $0 | $3,799 | $0 | $1,890 | $6,750 | $212,067 | $0 | $0 |
| IRINA LASKIN | ||||||||||||||
| CONTROLLER | $166,979 | $0 | $0 | $0 | $0 | $0 | $23,036 | $0 | $25,371 | $0 | $215,386 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | 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 INCLUDED ON SCHEDULE J, PART II, COLUMN D. THIS IS INCLUDED IN THE ANNUAL BUDGET ALLOCATION FROM THE FUND, APPROVED BY THE FUND'S BOARD OF TRUSTEES AND IS TREATED AS NONTAXABLE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $649,246 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES IS DETERMINED BY THE NUMBER OF INDIVIDUAL CONTRIBUTORS WHO DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBYN FIELD, TRUSTEE AND LISA FIELD, TRUSTEE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | AMENDED THE ABSOLUTE CHARTER OF THE BARUCH COLLEGE FUND TO INCREASE THE MAXIMUM NUMBER OF TRUSTEES TO SEVENTY FIVE (75). |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT AND THE AUDIT AND RISK COMMITTEE OF THE BARUCH COLLEGE FUND REVIEW THE FORM 990 PREPARED BY THE FUND'S ACCOUNTING FIRM. UPON THEIR APPROVAL, A COMPLETE COPY IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THIS CONFLICTS OF INTEREST POLICY IS DESIGNED TO HELP TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF THE BARUCH COLLEGE FUND IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST. EACH NEW TRUSTEE, OFFICER, KEY EMPLOYEE SHALL BE REQUIRED TO REVIEW A COPY OF THIS POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. A RESPONSIBLE PERSON HAVING A POTENTIAL CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE POTENTIAL CONFLICT OF INTEREST TO ANY MEMBER OF THE RISK AND AUDIT COMMITTEE. THE RISK AND AUDIT COMMITTEE SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS AND SHALL REPORT ANY CONFLICT OF INTEREST TO THE BOARD OR COMMITTEE THAT IS TO TAKE ACTION ON THE CONTRACT OR TRANSACTION. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM DURING THE DISCUSSION OF AND VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15B | OFFICERS COMPENSATION AMOUNTS ARE DETERMINED IN ACCORDANCE WITH CUNY GUIDELINES. ADMINISTRATION TYPICALLY CONSIDERS THE SALARIES OF COMPARABLE POSITIONS ACROSS CUNY AND/OR WITHIN HIGHER EDUCATION BEFORE DETERMINING A SALARY RANGE. 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"). ANY SALARY INCREASE IS APPROVED BY THE PRESIDENT OF THE FUND AND VP OF OPERATIONS AND ADMINISTRATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BARUCH COLLEGE FUND MAKES ITS FORM 990 (PUBLIC DISCLOSURE COPY) AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. A COPY OF THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA CANDID AND THE BARUCH COLLEGE FUND WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE DISTRIBUTED INTERNALLY. FOR INTERESTED THIRD PARTIES, THE BARUCH COLLEGE FUND FORM 990, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 186,327. |
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 |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARUCH COLLEGE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | 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 | Yes (1) | 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 |