BROOME COMMUNITY COLLEGE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BROOME COMMUNITY COLLEGE FOUNDATION INC (EIN 23-7075704)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-12
- IRS object ID
- 202443179349301439
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T07:40:43-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330996661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNIBLE & MCKEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 SOUTH WARREN ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237075704 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOME COMMUNITY COLLEGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 6077785182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1017 | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 139021017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE R WILLIAMS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6077785182 | PhoneNum |
| Signature | 2024-11-04 | 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 | SHANNON T FORKIN CPA | PreparerPersonNm |
| PTIN | P00973625 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE R WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1017 | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 139021017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,722,827 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BROOMECCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE BROOME COMMUNITY COLLEGE FOUNDATION STRIVES TO BE AMONG THE MOST SUPPORTIVE COMMUNITY COLLEGE FOUNDATIONS IN THE STATE UNIVERSITY OF NEW YORK SYSTEM AND IN THE COUNTRY. WE SHALL RAISE AND ADMINISTER FUNDS AND BUILD AND MAINTAIN RELATIONSHIPS THAT (1) ASSIST NEEDY STUDENTS, (2) RECOGNIZE AND HONOR HIGH-ACHIEVING STUDENTS, (3) HELP FACULTY AND STAFF PROVIDE THE BEST INSTRUCTIONAL ENVIRONMENT POSSIBLE, AND (4) ENCOURAGE INNOVATION AND ACHIEVEMENT ON CAMPUS, ESPECIALLY WHERE GOVERNMENT FUNDS ARE EITHER UNAVAILABLE OR INSUFFICIENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,300,295 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,324,200 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,828,549 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,915,087 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,580 | PYOtherRevenueAmt |
| CY Other Revenue | $7,068 | CYOtherRevenueAmt |
| PY Total Revenue | $4,139,424 | PYTotalRevenueAmt |
| CY Total Revenue | $14,246,355 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,879,130 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,143,590 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $700,193 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $726,352 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $285,569 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $251,096 | PYOtherExpensesAmt |
| CY Other Expenses | $293,247 | CYOtherExpensesAmt |
| PY Total Expenses | $2,830,419 | PYTotalExpensesAmt |
| CY Total Expenses | $3,163,189 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,309,005 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,083,166 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,434,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,190,276 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $296,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375,707 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,138,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,814,569 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BROOME COMMUNITY COLLEGE FOUNDATION STRIVES TO BE AMONG THE MOST SUPPORTIVE COMMUNITY COLLEGE FOUNDATIONS IN THE STATE UNIVERSITY OF NEW YORK SYSTEM AND IN THE COUNTRY. WE SHALL RAISE AND ADMINISTER FUNDS AND BUILD AND MAINTAIN RELATIONSHIPS THAT (1) ASSIST NEEDY STUDENTS, (2) RECOGNIZE AND HONOR HIGH-ACHIEVING STUDENTS, (3) HELP FACULTY AND STAFF PROVIDE THE BEST INSTRUCTIONAL ENVIRONMENT POSSIBLE, AND (4) ENCOURAGE INNOVATION AND ACHIEVEMENT ON CAMPUS, ESPECIALLY WHERE GOVERNMENT FUNDS ARE EITHER UNAVAILABLE OR INSUFFICIENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,442,392 | ExpenseAmt |
| Grant | $2,143,590 | GrantAmt |
| Desc | GRANTS IN AID ISSUED TO STUDENTS BASED ON FINANCIAL NEED ($917,324); MERIT AID BASED ON ACADEMIC ACCOMPLISHMENTS ($629,171); PRESIDENTIAL DISCRETIONARY ALLOCATIONS ($6,157), COLLEGE ENHANCEMENT ($22,758); FACULTY DEVELOPMENT RECOGNITION TO ENHANCE PROFESSIONAL DEVELOPMENT ($77,781), CAPITAL PROJECTS ($48,718); AND SPECIAL PROJECTS ($441,681) | Desc |
| Total Program Service Expenses | $2,442,392 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6077785182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1017 | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 139021017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD J ALLMAN | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEX RACKETA | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NICOLE HUFF | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PEYTON HAWKES | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAY BOLAND | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH H KIDDER III | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORIANNE WELCH | ||||||
| ASSISTANT SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET A TURNA | ||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LANA ROUFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE C ANDERSON ESQ | ||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEO O'CONNOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK SCANLAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY BETH JONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN D WILSON | ||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW C DEPALMO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS GARNAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT P WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA STEINBRECHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANE M MCGUIRE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AISHIA J MORTENSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY PANICCIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN ROESKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAWN YOUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR C SMITH | ||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LINDA H BIEMER | ||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN R SMALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD E KETTLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN ECCLESTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HOFFMANN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN GARDNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD M ROMANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR TONY D HAWKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SURDEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE R WILLIAMS | ||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $164,439 | $0 | $42,447 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $164,439 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $42,447 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,324,200 | AllOtherContributionsAmt |
| Total Contributions | $1,324,200 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,883 | TotalRevenueColumnAmt |
| Exclusion | $135,883 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,255,676 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,476,472 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,779,204 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,779,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,779,204 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,068 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,068 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,246,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,786,272 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $135,883 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,143,590 | TotalAmt |
| Program Services | $2,143,590 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,973 | TotalAmt |
| Program Services | $74,089 | ProgramServicesAmt |
| Management And General | $34,596 | ManagementAndGeneralAmt |
| Fundraising | $113,288 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,942 | TotalAmt |
| Program Services | $122,686 | ProgramServicesAmt |
| Management And General | $172,627 | ManagementAndGeneralAmt |
| Fundraising | $80,629 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,180 | TotalAmt |
| Program Services | $12,158 | ProgramServicesAmt |
| Management And General | $11,387 | ManagementAndGeneralAmt |
| Fundraising | $9,635 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,667 | TotalAmt |
| Program Services | $20,031 | ProgramServicesAmt |
| Management And General | $18,760 | ManagementAndGeneralAmt |
| Fundraising | $15,876 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,590 | TotalAmt |
| Program Services | $13,193 | ProgramServicesAmt |
| Management And General | $14,072 | ManagementAndGeneralAmt |
| Fundraising | $13,325 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490 | TotalAmt |
| Program Services | $1,494 | ProgramServicesAmt |
| Management And General | $747 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,750 | TotalAmt |
| Program Services | $11,250 | ProgramServicesAmt |
| Management And General | $5,625 | ManagementAndGeneralAmt |
| Fundraising | $1,875 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,950 | TotalAmt |
| Management And General | $136,950 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,250 | TotalAmt |
| Program Services | $8,550 | ProgramServicesAmt |
| Management And General | $4,275 | ManagementAndGeneralAmt |
| Fundraising | $1,425 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,004 | TotalAmt |
| Management And General | $4,956 | ManagementAndGeneralAmt |
| Fundraising | $1,048 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,381 | TotalAmt |
| Program Services | $26,629 | ProgramServicesAmt |
| Management And General | $13,314 | ManagementAndGeneralAmt |
| Fundraising | $4,438 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,696 | TotalAmt |
| Program Services | $3,174 | ProgramServicesAmt |
| Management And General | $3,519 | ManagementAndGeneralAmt |
| Fundraising | $2,003 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,503 | TotalAmt |
| Program Services | $218 | ProgramServicesAmt |
| Management And General | $109 | ManagementAndGeneralAmt |
| Fundraising | $3,176 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,085 | TotalAmt |
| Management And General | $8,085 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE | $26,721 | $4,008 | $1,336 | $21,377 |
| PRINTING EXPENSE | $8,815 | $1,322 | $441 | $7,052 |
| BANK FEES | $6,408 | $1,078 | $5,330 | |
| DUES AND SUBSCRIPTIONS | $3,033 | $26 | $3,007 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,161 | TotalAmt |
| Management And General | $3,325 | ManagementAndGeneralAmt |
| Fundraising | $1,836 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,163,189 | TotalAmt |
| Program Services | $2,442,392 | ProgramServicesAmt |
| Management And General | $435,228 | ManagementAndGeneralAmt |
| Fundraising | $285,569 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,244 | BOYAmt |
| EOY | $370,030 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,284 | BOYAmt |
| EOY | $957,098 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,368 | BOYAmt |
| EOY | $298,415 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,094 | BOYAmt |
| EOY | $9,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $84,030 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $84,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,942,744 | BOYAmt |
| EOY | $42,301,876 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,987,713 | BOYAmt |
| EOY | $5,253,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,434,447 | BOYAmt |
| EOY | $49,190,276 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,542 | BOYAmt |
| EOY | $83,852 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,733 | BOYAmt |
| EOY | $291,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,275 | BOYAmt |
| EOY | $375,707 | 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 | $13,103,734 | BOYAmt |
| EOY | $14,051,266 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,034,438 | BOYAmt |
| EOY | $34,763,303 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,138,172 | BOYAmt |
| EOY | $48,814,569 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,434,447 | BOYAmt |
| EOY | $49,190,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $11,083,166 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$8,406,769 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,092,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,538,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,329,489 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,300,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,324,200 | CurrentTaxYearAmt |
| Total | $10,584,756 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,481 | CurrentTaxYearAmt |
| Total | $90,955 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,110,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,556,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,347,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,314,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,345,681 | CurrentTaxYearAmt |
| Total | $10,675,711 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,547,086 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,128,625 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,883 | CurrentTaxYearAmt |
| Total | $313,254 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$6,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,068 | CurrentTaxYearAmt |
| Total | $17,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,006,784 | TotalSupportAmt |
| Public Support CY170 | 0.55680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55190 | 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 | MISCELLANEOUS OTHER INCOME - 2019 AMOUNT: $ 8,774. 2020 AMOUNT: $ 188. 2021 AMOUNT: $ 6,851. 2022 AMOUNT: $ 10,580. 2023 AMOUNT: $ 7,068. CHANGE IN SPLIT INTEREST AGREEMENTS - 2019 AMOUNT: $ -15,642. | 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 | $38,274,103 | BeginningYearBalanceAmt |
| Contributions | $664,053 | ContributionsAmt |
| Investment Earnings Or Losses | $4,219,741 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,149,060 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $136,950 | AdministrativeExpensesAmt |
| End Year Balance | $40,871,887 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,572,257 | BeginningYearBalanceAmt |
| Contributions | $1,050,794 | ContributionsAmt |
| Investment Earnings Or Losses | $5,729,897 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,967,121 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $111,724 | AdministrativeExpensesAmt |
| End Year Balance | $38,274,103 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,532,423 | BeginningYearBalanceAmt |
| Contributions | $3,118,268 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,200,953 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,770,245 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $107,236 | AdministrativeExpensesAmt |
| End Year Balance | $33,572,257 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,123,262 | BeginningYearBalanceAmt |
| Contributions | $369,748 | ContributionsAmt |
| Investment Earnings Or Losses | $4,588,107 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,449,740 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $98,954 | AdministrativeExpensesAmt |
| End Year Balance | $38,532,423 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,621,315 | BeginningYearBalanceAmt |
| Contributions | $523,983 | ContributionsAmt |
| Investment Earnings Or Losses | $606,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,190,632 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $438,004 | AdministrativeExpensesAmt |
| End Year Balance | $35,123,262 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.64310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,487 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,543 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS | $4,946,603 |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST | $235,331 |
| BENEFICIAL INTEREST CHARITABLE GIFT ANNUITIES HELD BY THIRD PARTIES | $71,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,253,552 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,724,117 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$8,406,769 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $21,481 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$8,385,288 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,109,405 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $136,950 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $136,950 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,246,355 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,047,720 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $21,481 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $21,481 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,026,239 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $136,950 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $136,950 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,163,189 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INVESTMENT OBJECTIVE FOR THE MANAGEMENT OF THE ENDOWMENT ASSETS ARE TO MANAGE THE CONTRIBUTIONS IN A MANNER THAT WILL MAXIMIZE THE BENEFIT INTENDED BY THE DONOR, TO PRODUCE CURRENT INCOME TO SUPPORT THE PROGRAMS OF THE FOUNDATION AND SUNY BROOME COMMUNITY COLLEGE, AND TO ACHIEVE GROWTH OF BOTH PRINCIPAL VALUE AND INCOME OVER TIME SUFFICIENT TO PRESERVE OR INCREASE THE PURCHASING POWER OF THE ASSETS, THUS PROTECTING THE ASSETS AGAINST INFLATION. |
| PART X, LINE 2: | THE FOUNDATION HAS REVIEWED ITS OPERATIONS FOR UNCERTAIN TAX POSITIONS AND BELIEVES THERE ARE NO SIGNIFICANT EXPOSURES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MERIT SCHOLARSHIP BASED ON ACADEMIC ACCOMPLISHMENTS | 687 | $629,171 |
| GRANTS IN AID ISSUED TO STUDENTS BASED ON FINANCIAL NEED | 1627 | $917,324 |
| FACULTY/STAFF DEVELOPMENT | 37 | $77,781 |
| PRESIDENTIAL DISCRETIONARY ALLOCATIONS | 8 | $6,157 |
| IMPROVE RELATIONSHIPS ON CAMPUS - COLLEGE ENHANCEMENT | 21 | $22,758 |
| SPECIAL PROJECTS, DEPARTMENTAL, PROGRAM | 364 | $441,681 |
| CAPITAL PROJECTS | 3 | $48,718 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT EXPENDITURE MUST MEET THE CRITERIA ALREADY DETERMINED. IT MUST BE AUTHORIZED, REVIEWED AND APPROVED BY THE FOUNDATION'S ADMINISTRATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE R WILLIAMS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $164,439 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,779 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $25,668 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $206,886 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION OF THE FORM 990, COPIES ARE FORWARDED TO ALL THE MEMBERS OF THE GOVERNING BODY FOR THEIR REVIEW. THE EXECUTIVE COMMITTEE MAY ASK FOR MODIFICATIONS. UPON COMPLETION OF THE REVIEW AND MODIFICATIONS, THE EXECUTIVE COMMITTEE WILL PROVIDE APPROVAL TO FILE THE FORM WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARDS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND THEY COMPLETE AN ACKNOWLEDGEMENT AND RECEIPT. |
| FORM 990, PART VI, SECTION B, LINE 15 | IT IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS TO DETERMINE THAT COMPENSATION FOR THE FOUNDATION'S EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS FAIR AND EQUITABLE FOR THE WORK REQUIRED. THIS DETERMINATION MAY REQUIRE SAMPLING OF SIMILAR ORGANIZATIONS IN THE COMMUNITY AND OTHER COMMUNITY COLLEGE FOUNDATIONS. THE APPROPRIATE LEVEL OF COMPENSATION IN ANY GIVEN YEAR IS SUBJECT TO APPROVAL BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDITED FINANCIAL STATEMENTS WILL BE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S OFFICE. THIS INCLUDES STATEMENTS FOR THE FIVE FISCAL YEARS PRECEDING THE DATE OF THE REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS FOR THE AUDIT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCC HOUSING DEVELOPMENT I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 UPPER FRONT STREET | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462874382 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOME COMMUNITY COLLEGE FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| SUNY BROOME COMMUNITY COLLEGE | |||||||||
| 907 UPPER FRONT STREET | BINGHAMTON | NY | 13905 | 161393336 | EDUCATION | NY | N/A | 0 | |
| BCC HOUSING DEVELOPMENT CORPORATION | |||||||||
| 907 UPPER FRONT STREET | BINGHAMTON | NY | 13905 | 461720815 | STUDENT HOUSING | NY | N/A | 0 | 501(C)(3) |
| 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 | 0 | 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 |
|---|---|---|
| SUNY BROOME COMMUNITY COLLEGE | ||
| B | $2,143,590 | U.S. CURRENCY |
| SUNY BROOME COMMUNITY COLLEGE | ||
| K | $21,481 | FMV |
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