2023-05-09T09:04:02-05:00 2022-06-30 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2021-07-01 237104179 THE GENESEO FOUNDATION INC GENE 5852455518 1 COLLEGE CIRCLE DOTY 325 GENESEO NY 144541485 JOHN GLEASON CHAIR 5852455518 2023-05-04 1 JOHN GLEASON 999009999 CHRISTOPHER JOHNSTON P00896198 5854278900 2023-05-04 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOHN GLEASON 1 COLLEGE CIRCLE DOTY 325 GENESEO NY 144541485 34939142 0 X FOUNDATION.GENESEO.EDU X 1971 NY THE GENESEO FOUNDATION PROVIDES FINANCIAL SUPPORT, LEADERSHIP AND ADVOCACY TO THE COLLEGE COMMUNITY WHILE FOSTERING ENGAGEMENT TO ENHANCE THE UNIQUE GENESEO EXPERIENCE AND BUILD AN ENDOWMENT FOR THE FUTURE. 28 26 2 28 0 0 2865805 4480477 75472 263414 1171588 -1348070 0 0 4112865 3395821 1179298 1367547 0 0 63987 62610 0 0 137972 1211734 1975284 2455019 3405441 1657846 -9620 47606520 44280576 224163 266802 47382357 44013774 THE GENESEO FOUNDATION PROVIDES FINANCIAL SUPPORT, LEADERSHIP AND ADVOCACY TO THE COLLEGE COMMUNITY WHILE FOSTERING ENGAGEMENT TO ENHANCE THE UNIQUE GENESEO EXPERIENCE AND BUILD AN ENDOWMENT FOR THE FUTURE. 0 0 994019 994019 THE GENESEO FOUNDATION PROVIDED SCHOLARSHIPS TOTALING $994,019. EXAMPLES INCLUDE MERIT SCHOLARSHIPS FOR OUTSTANDING STUDENTS, MINORITY SCHOLARSHIPS AND ASSISTANTSHIPS AND PROFESSORSHIPS. 165109 165109 THE GENESEO FOUNDATION PROVIDED GRANTS TOTALING $165,109. EXAMPLES INCLUDE RESEARCH AND PROFESSIONAL TRAVEL GRANTS FOR FACULTY AND STAFF AND STUDENT UNDERGRADUATE RESEARCH GRANTS. 1486251 208419 263414 COLLEGE ACTIVITIES WERE SUPPORTED BY THE GENESEO FOUNDATION TO ENRICH THE QUALITY OF EDUCATIONAL PROGRAMS AND CAMPUS LIFE. EXAMPLES INCLUDE PROFESSIONAL CONFERENCES/CONVENTIONS/MEETINGS, PURCHASES OF EQUIPMENT FOR CAMPUS IMPROVEMENT PROJECTS, SUPPORT FOR SPEAKERS AND GUEST LECTURERS, MEMBERSHIP FEES, PURCHASES OF PROFESSIONAL PUBLICATIONS AND PRINTING OF CAMPUS PUBLICATIONS, NEWSLETTERS AND BROCHURES, RECEPTIONS FOR LECTURERS, INTERSHIP PRESENTATIONS, FACULTY/STUDENT AWARD PROGRAMS, AND MINORITY STUDENT PROGRAMS. 2645379 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 30 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X THE GENESEO FOUNDATION INC 5852455606 SUNY GENESEO-DOTY 244 GENESEO NY 144541485 JOHN GLEASON CHAIR 2.00 0.00 X X 0 0 0 ROBERT WALLEY VICE CHAIR 2.00 0.00 X X 0 0 0 CLARE CUSACK SECRETARY 2.00 0.00 X X 0 0 0 ROBERT MURRAY TREASURER 2.00 0.00 X X 0 0 0 MICHAEL BARKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 KATHY ACIERNO BARON BOARD MEMBER 1.00 0.00 X 0 0 0 MOLLENE BENISON BOARD MEMBER 1.00 0.00 X 0 0 0 BARBARA BILODEAU BOARD MEMBER 1.00 0.00 X 0 0 0 JESSICA BLAIR BOARD MEMBER 1.00 0.00 X 0 0 0 THOMAS HENK BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN HUEBNER BOARD MEMBER 1.00 0.00 X 0 0 0 MARTIN MISKELL BOARD MEMBER 1.00 0.00 X 0 0 0 PADRAIC MCCONVILLE BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN O'MALLEY BOARD MEMBER 1.00 0.00 X 0 0 0 TIMOTHY OSTRANDER BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL PETERMAN BOARD MEMBER 1.00 0.00 X 0 0 0 JESSICA SAVAGE BOARD MEMBER 1.00 0.00 X 0 0 0 VALARIE SCOTT BOARD MEMBER 1.00 0.00 X 0 0 0 JONNA SHUTOWICK BOARD MEMBER 1.00 0.00 X 0 0 0 ANNE TILLINGHAST BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID WOLF BOARD MEMBER 1.00 0.00 X 0 0 0 DENISE BATTLES EX-OFFICIO 2.00 40.00 X X 0 0 0 ELLEN LEVERICH EXECUTIVE DIRECTOR 40.00 0.00 X X 0 171712 97619 JOHN CAMIOLO BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN CANTY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID KLEIN BOARD MEMBER 1.00 0.00 X 0 0 0 GEORGE SPEEDY BOARD MEMBER 1.00 0.00 X 0 0 0 RAJESH BELLANI BOARD MEMBER 1.00 0.00 X 0 0 0 0 171712 97619 0 0 1 1 0 215088 40424 4224965 267465 4480477 COLLEGE ACTIVITY INCOME 611710 263414 263414 263414 98334 98334 30096917 31543321 -1446404 -1446404 -1446404 3395821 263414 0 -1348070 23449 23449 1344098 1344098 56129 9143 13224 33762 5054 824 1190 3040 1427 233 336 858 6806 6806 34668 34668 233985 233985 198835 184072 6818 7945 4189 4189 COLLEGE ACTIVITIES 694572 593196 26319 75057 OTHER 269717 179900 89817 STEWARDSHIP & COMMUNITY 237281 49057 188224 SUPPLIES 186805 171564 6228 9013 108426 85654 14475 8297 3405441 2645379 622090 137972 220432 168635 506391 54574 556493 588387 9774 10958 492120 595243 417010 167103 254096 249907 22524352 39193474 22122916 2325492 919946 1093906 47606520 44280576 178527 228342 45636 38460 224163 266802 X 3276056 3050003 44106301 40963771 47382357 44013774 47606520 44280576 -9620 -3358963 0 X X 0 1 X 1 0 X 3418688 2702923 2850011 2865805 4480477 16317904 2318302 2621063 2683464 2552187 2674998 12850014 5736990 5323986 5533475 5417992 7155475 29167918 29167918 231692 222751 173495 119834 98335 846107 22084 19754 21727 23772 87337 30101362 1059431 0.96900 0.96270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 848419 X X 0 38419551 2191136 -4916923 1992803 33700961 29597804 1046068 9098092 1322413 38419551 31358620 449510 -597835 1612491 29597804 31461899 867330 973390 1943999 31358620 28604354 2355065 1944870 1442390 31461899 0.06050 0.75920 0.18030 1 0 186367 186367 169761 106221 63540 24882 24882 0 36000 36000 0 249907 DELEHANTY ANN M U/W 472045 F IONIC VOLATILITY ARBITRAGE FUND II LTD CL A 253447 F STATE STREET US TIPS INDEX NL CTF 800000 F STATE STREET US TREAS INDEX NL STRATEGY 800000 F 2325492 ANNUITY AND LIFE INCOME OBLIGATION 38460 38460 X 2477871 -3358963 2674998 -683965 3161836 233985 233985 3395821 5846454 2674998 2674998 3171456 233985 233985 3405441 PART III, LINE 4: THE COLLECTION IS A TEACHING TOOL THAT FURTHERS THE EDUCATIONAL EXPERIENCES OF OUR STUDENTS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 260 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH FASB ASC 740-10-50, THE FOUNDATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THE FOUNDATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE EXEMPT FOUNDATION'S INFORMATIONAL RETURNS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2717826 0 0 0 0 0 0 2717826 0 2717826 0 0 0 0 1 0 PART III ACCOUNTING METHOD: PART IV, LINE 1 AND 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 926 BECAUSE IT MEETS THE APPLICABLE FILING THRESHOLD REQUIREMENT. THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD OWNERSHIP OR OTHER FILING REQUIREMENTS. 1 SUNY GENESEO ONE COLLEGE CIRCLE GENESEO NY 14454 146013200 501(C)(3) 23449 0 TO ASSIST THE COLLEGE IN PROVIDING ACTIVITIES THAT WILL ENRICH THE QUALITY OF EDUCATIONAL PROGRAMS AND CAMPUS LIFE. 1 0 THE GENESEO FOUNDATION PROVIDED SCHOLARSHIPS INCLUDING MERIT SCHOLARSHIPS FOR OUTSTANDING STUDENTS, MINORITY SCHOLARSHIPS AND ASSISTANTSHIPS AND PROFESSORSHIPS. 525 994019 THE GENESEO FOUNDATION PROVIDED RESEARCH AND PROFESSIONAL TRAVEL GRANTS FOR FACULTY AND STAFF AND STUDENT UNDERGRADUATE RESEARCH GRANTS. 313 165109 THE GENESEO FOUNDATION PROVIDED PRIZES AS A MONETARY AWARD TO STUDENTS AT THE END OF A SCHOOL YEAR TO ACKNOWLEDGE THEIR HARD WORK AND EXTRAORDINARY ACADEMIC PERFORMANCE DURING THAT YEAR. 201 70165 THE GENESEO FOUNDATION PROVIDED AWARDS TO FACULTY OR STUDENTS TO AID IN PROJECT COMPLETION, USUALLY INVOLVING TRAVEL OR RESEARCH OF SOME SORT ON OR OFF CAMPUS. 109 114805 PART I, LINE 2: GRANTS AT SUNY GENESEO ARE AWARDED BY THE COLLEGE'S RESEARCH COUNCIL. THERE ARE A NUMBER OF PEOPLE INVOLVED IN MONITORING AS STUDENTS SPEND THEIR GRANT MONEY. THIS IS ACCOMPLISHED BY THE OFFICE OF SPONSORED RESEARCH, ACCOUNTING, THE STUDENT'S FACULTY SPONSOR FOR THE RESEARCH, AND THE PERSON IN CHARGE OF COMPLETING PURCHASE ORDERS FOR THE GRANTS. 0 0 0 0 0 0 0 0 0 ELLEN LEVERICH EXECUTIVE DIRECTOR 0 171712 0 0 0 0 0 30445 0 67174 0 269331 0 0 PART I, LINE 3 THE STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO (THE "COLLEGE"), AN UNRELATED ORGANIZATION, CONTRIBUTES PERSONNEL TO THE FOUNDATION. THE COLLEGE PAYS COMPENSATION AND RELATED BENEFITS TO ELLEN LEVERICH WHO DEVOTES THEIR EFFORTS TO THE ACTIVITIES OF THE FOUNDATION. THE COLLEGE HAS PROCESSES AND PROCEDURES FOR ESTABLISHING COMPENSATION. SCHEDULE J, PART II: THE COMPENSATION INCLUDED IN ROW (II) REPRESENTS COMPENSATION FROM THE STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO (THE "COLLEGE"). X 4 52377 FMV X VARIOUS OFFICE SUPPLIES, POSTAGE, PHONE ETC. 1 215088 COST 0 1 0 PART I, COLUMN (B): NUMBER OF SECURITIES/DONORS. FORM 990, PART VI, SECTION A, LINE 2 DENISE A. BATTLES IS THE PRESIDENT OF SUNY GENESEO, AN UNRELATED ORGANIZATION, AND AN EX-OFFICIO BOARD MEMBER OF THE FOUNDATION. DENISE A. BATTLES SERVES AS AN EX-OFFICIO BOARD MEMBER OF THE FOUNDATION ON A VOLUNTEER BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FOR ACCURACY BY THE FINANCE COMMITTEE, PROVIDED TO THE BOARD, AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE ASKED TO COMPLETE A STATEMENT AT THE FIRST MEETING OF THE YEAR STATING WHAT, IF ANY, CONFLICTS OF INTEREST HAVE ARISEN. FORM 990, PART VI, SECTION B, LINE 15 THE STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO (THE "COLLEGE"), AN UNRELATED ORGANIZATION, CONTRIBUTES PERSONNEL TO THE FOUNDATION. THE COLLEGE PAYS COMPENSATION AND RELATED BENEFITS OF APPROXIMATELY SIXTEEN FULL-TIME EQUIVALENT EMPLOYEES WHO DEVOTE THEIR EFFORTS TO THE ACTIVITIES OF THE FOUNDATION. THE COLLEGE HAS A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS IS CONSISTENT WITH PRIOR YEARS. GENFOU PROPERTIES LLC ONE COLLEGE CIRCLE DOTY 325 GENESEO NY 14454 205319436 TO HOLD AND MANAGE CERTAIN REAL ESTATE NY THE GENESEO FOUNDATION INC DELEHANTY ANN M UW PO BOX 1802 PROVIDENCE RI 029011802 166272324 TRUST FOR THE BENEFIT OF THE GENESEO FOUNDATION, INC. NY 501(C)(3) THE GENESEO FOUNDATION INC 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DELEHANTY ANN M UW A CASH