THE BARUCH COLLEGE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BARUCH COLLEGE FUND (EIN 23-7039817)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-28
- IRS object ID
- 202121189349301542
- Schema version
- 2019v5.1
- 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
- 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 | 2021-04-28T15:36:04-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | 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) |
|---|---|---|
| In Care Of | % IRINA LASKIN | InCareOfNm |
| Business Name Control | BARU | BusinessNameControlTxt |
| Phone | 6466606668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Bernard Baruch Way | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN MILLS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6466606668 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Romano | PreparerPersonNm |
| PTIN | P00504182 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HELEN MILLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Bernard Baruch Way | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,483,306 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARUCH.CUNY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FUND ENGAGES IN GENERATING, ENCOURAGING & PROMOTING THE EDUCATIONAL WELFARE OF THE STUDENTS OF THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 519 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $111,133 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$555,128 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,622,399 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,786,423 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,392,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,224,242 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$28,748 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $22,986,420 | PYTotalRevenueAmt |
| CY Total Revenue | $24,010,665 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,912,807 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,911,403 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,124,960 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,256,015 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $225,746 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $248,550 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,838,574 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,496,486 | PYOtherExpensesAmt |
| CY Other Expenses | $1,230,192 | CYOtherExpensesAmt |
| PY Total Expenses | $15,759,999 | PYTotalExpensesAmt |
| CY Total Expenses | $15,646,160 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,226,421 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,364,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,846,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,873,682 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,663,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,429,675 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $218,182,959 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $219,444,007 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,161,721 | ExpenseAmt |
| Grant | $6,252,419 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FUND SUPPORTS ACTIVITIES THROUGH SCHOLARSHIPS AND AWARDS AND GRANTS TO THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK ("THE COLLEGE") FOR VARIOUS EDUCATIONAL PURPOSES SUCH AS THE SUPPORT OF THE COLLEGES THEATER, PUBLICATIONS, FACULTY, ART GALLERY, AND STUDENT SERVICES. STUDENT SERVICES INCLUDE ACTIVITIES SUCH AS THE STARR CAREER DEVELOPMENT CENTER, THE SCHWARTZ COMMUNICATION INSTITUTE, AND THE WEISSMAN CENTER FOR INTERNATIONAL BUSINESS, WHICH SERVICE THE ENTIRE STUDENT BODY. IN ADDITION TO SCHOLARSHIPS, AWARDS, AND GRANTS, THE FUND PAYS EXPENSES, INCLUDING CERTAIN COMPENSATION SUPPLEMENTS, ON BEHALF OF THE COLLEGE TO ENABLE IT TO ATTRACT AND RETAIN THE BEST TALENT TO CARRY OUT ITS EDUCATIONAL MISSION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $658,984 | ExpenseAmt |
| Grant | $658,984 | 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 $4.2 MILLION IN SCHOLARSHIPS AND AWARDS TO 1,691 STUDENTS IN FY 2020. ALL SCHOLARSHIP AND AWARDS RECIPIENTS ARE SELECTED BY THE COLLEGE AND APPROVED FOR AWARD BASED ON INDIVIDUAL SCHOLARSHIP AND AWARD FUND CRITERIA. AWARDS TO 588 STUDENTS INCLUDE, BUT ARE NOT LIMITED TO FUNDS DISTRIBUTED FOR STUDY ABROAD PROGRAMS, AWARDS TO RECOGNIZE ACADEMIC ACHIEVEMENT AND EMERGENCY FUNDS DISTRIBUTED BASED ON NEED DUE TO HARDSHIP. See schedule I for additional details. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,820,705 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 202 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 519 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRINA LASKIN | PersonNm |
| 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 (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Mitchel B Wallerstein | |||||||||
| President of Baruch College | 10.0 | 30.0 | Yes (X) | $0 | $437,602 | $81,344 | |||
| Yildiray Yildirim | |||||||||
| Professor | 0.0 | 35.0 | $151,052 | $255,721 | $45,645 | Yes (X) | |||
| Harry F Huss | |||||||||
| Dean | 0.0 | 35.0 | $118,600 | $287,966 | $22,400 | Yes (X) | |||
| Terrence Martell | |||||||||
| Professor | 0.0 | 35.0 | $145,812 | $147,628 | $46,847 | Yes (X) | |||
| David Birdsell | |||||||||
| Dean | 0.0 | 35.0 | $90,000 | $176,994 | $39,391 | Yes (X) | |||
| Katharine T Cobb | |||||||||
| VP Admin/Finance | 10.0 | 30.0 | $0 | $221,058 | $42,860 | Yes (X) | |||
| Steven Lilien | |||||||||
| Professor | 0.0 | 35.0 | $81,493 | $127,723 | $43,861 | Yes (X) | |||
| Irina Laskin | |||||||||
| Controller | 35.0 | 0.0 | $130,672 | $0 | $29,772 | Yes (X) | |||
| Robert J Aquilina | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Helene R Banks | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Max W Berger | |||||||||
| Chairman | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Jason S Berman | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Marc L Berman | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Debra Bernstein | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Kevin J Boyle | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Alejandro Canete | |||||||||
| trustee (as of 11/2019) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Daniel Clivner | |||||||||
| vice president | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Jeffrey Cole | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Charles R Dreifus | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Irwin R Ettinger | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Lawrence N Field | |||||||||
| Trustee (thru 02/2020) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Lisa Field | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Lewis Friedman | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Buzzy Geduld | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Dov Gertzulin | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| William F Harnisch | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Dennis J Hickey | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Joanne M Hvala | |||||||||
| secretary | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Peter S Jonas | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Eric M Kirsch | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Paul M Koren | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| David Krell | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Joseph M Leone | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Christine S Li-Auyeung | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Luz D Liebeskind | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Mark Martinelli | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Austin W Marxe | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Vincent J Masi | |||||||||
| treasurer | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Richard S Merians | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Helen J Mills | |||||||||
| President | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Richard C Paul | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| John J Raggio | |||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| M Freddie Reiss | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Dov C Schlein | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Carl C Schmidt | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Robert H Schnell | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Stuart A Shikiar | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Leon Shivamber | |||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Lawrence J Simon | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Po Sit | |||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Howard I Smith | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Eliya Vaknin | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Dewin Vasquez | |||||||||
| Trustee (as of 07/2019) | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Sandra K Wasserman | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Lawrence L Zicklin | |||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $717,629 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,654,692 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $352,120 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Prime Buchholz Associates Inc | |||||
| PO BOX 16011 | LEWISTON | ME | 042439588 | advisory svcs | $149,355 |
| FUTURE FUNDS LLC | |||||
| 129 Bathgate Street | STATEN ISLAND | NY | 10312 | PLAN GIVING COUNSEL | $138,750 |
| CTS GROUP ARCHITECTUREPLANNING PA | |||||
| 17 COMMERCE STREET | CHATHAM | NJ | 07928 | Architectural svcs | $130,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,786,423 | AllOtherContributionsAmt |
| Noncash Contributions | $3,314,526 | NoncashContributionsAmt |
| Total Contributions | $11,786,423 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,266,287 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,155,154 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,430,596 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,472,641 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,957,955 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,957,955 | TotalRevenueColumnAmt |
| Exclusion | $9,957,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,010,665 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,113,109 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,252,419 | TotalAmt |
| Program Services | $6,252,419 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,984 | TotalAmt |
| Program Services | $658,984 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,970 | TotalAmt |
| Program Services | $36,298 | ProgramServicesAmt |
| Management And General | $130,672 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,149,695 | TotalAmt |
| Program Services | $5,348,253 | ProgramServicesAmt |
| Management And General | $134,699 | ManagementAndGeneralAmt |
| Fundraising | $666,743 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,769 | TotalAmt |
| Program Services | $51,701 | ProgramServicesAmt |
| Management And General | $135,006 | ManagementAndGeneralAmt |
| Fundraising | $271,062 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,581 | TotalAmt |
| Program Services | $473,050 | ProgramServicesAmt |
| Management And General | $309 | ManagementAndGeneralAmt |
| Fundraising | $8,222 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,871 | TotalAmt |
| Management And General | $18,871 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,495 | TotalAmt |
| Management And General | $112,495 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,550 | TotalAmt |
| Fundraising | $248,550 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,063 | TotalAmt |
| Management And General | $233,063 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,504 | TotalAmt |
| Management And General | $49,481 | ManagementAndGeneralAmt |
| Fundraising | $94,023 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,089 | TotalAmt |
| Fundraising | $81,089 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,895 | TotalAmt |
| Management And General | $18,091 | ManagementAndGeneralAmt |
| Fundraising | $184,804 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,990 | TotalAmt |
| Fundraising | $67,990 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,742 | TotalAmt |
| Management And General | $26,002 | ManagementAndGeneralAmt |
| Fundraising | $3,740 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,263 | TotalAmt |
| Fundraising | $32,263 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,428 | TotalAmt |
| Management And General | $1,769 | ManagementAndGeneralAmt |
| Fundraising | $27,659 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,521 | TotalAmt |
| Management And General | $126,423 | ManagementAndGeneralAmt |
| Fundraising | $98 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL EVENTS | Desc |
| Total | $152,331 | TotalAmt |
| Fundraising | $152,331 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,646,160 | TotalAmt |
| Program Services | $12,820,705 | ProgramServicesAmt |
| Management And General | $986,881 | ManagementAndGeneralAmt |
| Fundraising | $1,838,574 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,056,582 | BOYAmt |
| EOY | $2,605,575 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,563,188 | BOYAmt |
| EOY | $3,772,892 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,055,290 | BOYAmt |
| EOY | $17,851,960 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,752 | BOYAmt |
| EOY | $47,350 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,269 | BOYAmt |
| EOY | $594,514 | EOYAmt |
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 | $92,275,582 | BOYAmt |
| EOY | $111,745,574 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,947,230 | BOYAmt |
| EOY | $80,292,890 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,112,309 | BOYAmt |
| EOY | $5,962,927 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,846,202 | BOYAmt |
| EOY | $222,873,682 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,232 | BOYAmt |
| EOY | $1,789,971 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,011 | BOYAmt |
| EOY | $1,639,704 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,663,243 | BOYAmt |
| EOY | $3,429,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,803,432 | BOYAmt |
| EOY | $9,763,934 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,379,527 | BOYAmt |
| EOY | $209,680,073 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,182,959 | BOYAmt |
| EOY | $219,444,007 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,846,202 | BOYAmt |
| EOY | $222,873,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,364,505 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,017,616 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$85,841 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $12,794,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,452,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,820,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,622,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,786,423 | CurrentTaxYearAmt |
| Total | $77,476,246 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,794,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,452,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,820,442 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,622,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,786,423 | CurrentTaxYearAmt |
| Total | $77,476,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,739,940 | SubstantialContributorsTotAmt |
| Public Support Total170 | $68,736,306 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $757,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,102,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,521,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,861,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,266,287 | CurrentTaxYearAmt |
| Total | $7,508,455 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $374,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $85,359,061 | TotalSupportAmt |
| Public Support CY170 | 0.80526 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81197 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,800,360 | BeginningYearBalanceAmt |
| Contributions | $11,296,665 | ContributionsAmt |
| Investment Earnings Or Losses | $4,198,634 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,061,687 | OtherExpendituresAmt |
| Administrative Expenses | $2,108,556 | AdministrativeExpensesAmt |
| End Year Balance | $160,125,416 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,541,838 | BeginningYearBalanceAmt |
| Contributions | $3,734,893 | ContributionsAmt |
| Investment Earnings Or Losses | $7,495,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,938,653 | OtherExpendituresAmt |
| Administrative Expenses | $2,032,724 | AdministrativeExpensesAmt |
| End Year Balance | $152,800,360 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,035,869 | BeginningYearBalanceAmt |
| Contributions | $7,546,587 | ContributionsAmt |
| Investment Earnings Or Losses | $10,937,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,675,344 | OtherExpendituresAmt |
| Administrative Expenses | $1,756,827 | AdministrativeExpensesAmt |
| End Year Balance | $148,087,750 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,705,075 | BeginningYearBalanceAmt |
| Contributions | $7,357,346 | ContributionsAmt |
| Investment Earnings Or Losses | $16,412,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,836,708 | OtherExpendituresAmt |
| Administrative Expenses | $1,601,950 | AdministrativeExpensesAmt |
| End Year Balance | $137,035,869 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,704,443 | BeginningYearBalanceAmt |
| Contributions | $4,557,221 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,188,856 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,690,378 | OtherExpendituresAmt |
| Administrative Expenses | $1,677,355 | AdministrativeExpensesAmt |
| End Year Balance | $119,705,075 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05760 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $80,292,890 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $80,292,890 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,639,704 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,639,704 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,907,208 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,017,616 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$85,841 | OtherRevenueAmt |
| Revenue Not Reported | -$7,103,457 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,010,665 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $24,010,665 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,646,160 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $15,646,160 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $15,646,160 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| USE OF ENDOWMENT FUNDS | FORM 990, SCHEDULE D, PART V, LINE 5 THE FUND'S ENDOWMENT CONSIST OF 276 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. |
| FIN 48 DISCLOSURE | FORM 990, SCHEDULE D, PART X, LINE 2 THE FUND RECOGNIZES THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITHIN ITS FINANCIAL STATEMENTS. THE FUND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXATION UNDER INTERNAL REVENUE CODE (THE "CODE") SECTION 501(c)(3). NEVERTHELESS, THE FUND MAY BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. |
| RECONCILIATION OF REVENUE. | SCHEDULE D, PART XI, LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS OF ($85,841). |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $45,557,981 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $14,846,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $60,404,267 | SubtotalSpentAmt |
| Total Spent | $60,404,267 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART IV, FOREIGN FORMS | FormAndLineReferenceDesc |
| Explanation | THE FUND DID MAKE TRANSFERS TO FOREIGN CORPORATIONS IN EXCESS OF REPORTING THRESHOLDS APPLICABLE FOR FORM 926. ACCORDINGLY, THE FUND HAS PREPARED THESE FORMS AND FILED WITH FORM 990-T. | ExplanationTxt |
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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt | Gross ReceiptsGrossReceiptsAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|
| FUTURE FUNDS LLC | ||||
| PLAN GIVING COUNSEL | false | $135,000 | ||
| STOCKADE CONSULTING GROUP | ||||
| TELEFUND FUNDRAISING | false | $83,550 | $63,680 | -$19,870 |
| HARVEST FRC INC | ||||
| FUNDRAISING CONSULTING | false | $30,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $63,680 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $248,550 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$19,870 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, line 2 | FormAndLineReferenceDesc |
| Explanation | The revenue raised by Future Funds and Harvest Fund Raising Counsel is not readily determinable. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 | $6,288,717 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 558 | RecipientCnt |
| Cash Grant | $658,984 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GRANTS TO BERNARD M. BARUCH COLLEGE | FORM 990, SCHEDULE I, PART II GRANTS TO BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK: THE FUND PROVIDES GRANTS TO THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK TO BE USED TO SUPPORT VARIOUS PROGRAM RELATED ACTIVITIES OF THE COLLEGE INCLUDING SALARIES, SCHOLARSHIPS AND GRANTS TO STUDENTS, AS WELL AS OTHER IDENTIFIED PROGRAM NEEDS. IN ADDITION TO SCHOLARSHIPS AND GRANTS THE FUND PAYS EXPENSES, INCLUDING CERTAIN COMPENSATION SUPPLEMENTS, ON BEHALF OF THE COLLEGE TO ENABLE IT TO ATTRACT AND RETAIN THE BEST TALENT TO CARRY OUT ITS EDUCATIONAL MISSION. |
| GRANTS AND ASSISTANCE TO INDIVIDUALS | FORM 990, SCHEDULE I, PART III DURING THE FISCAL YEAR ENDED JUNE 30, 2020, IN ADDITION TO THE 1,133 SCHOLARSHIPS THE FUND AWARDED THROUGH THE BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK, AN ADDITIONAL 558 STUDENTS RECEIVED SCHOLARSHIPS AND AWARDS DIRECTLY FROM THE FUND. THE TOTAL NUMBER OF STUDENTS RECEIVING SUCH SCHOLARSHIPS AND AWARDS FOR THE YEAR ENDED JUNE 30, 2020 WAS 1,691 TOTALING $4,163,086. AWARDS 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. ALL SCHOLARSHIP AND AWARD RECIPIENTS ARE SELECTED BY THE COLLEGE AND APPROVED FOR AWARD BASED ON INDIVIDUAL FUND CRITERIA. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Katharine T Cobb | ||||||||||||||
| VP Admin/Finance | $0 | $221,058 | $0 | $0 | $0 | $0 | $0 | $17,685 | $0 | $25,175 | $0 | $263,918 | $0 | $0 |
| Irina Laskin | ||||||||||||||
| Controller | $130,672 | $0 | $0 | $0 | $0 | $0 | $14,320 | $0 | $15,452 | $0 | $160,444 | $0 | $0 | $0 |
| Mitchel B Wallerstein | ||||||||||||||
| President of Baruch College | $0 | $437,602 | $0 | $0 | $0 | $0 | $0 | $28,000 | $0 | $53,344 | $0 | $518,946 | $0 | $0 |
| Harry F Huss | ||||||||||||||
| Dean | $118,600 | $287,966 | $0 | $0 | $0 | $0 | $0 | $22,400 | $0 | $0 | $118,600 | $310,366 | $0 | $0 |
| Steven Lilien | ||||||||||||||
| Professor | $81,493 | $127,723 | $0 | $0 | $0 | $0 | $0 | $18,686 | $0 | $25,175 | $81,493 | $171,584 | $0 | $0 |
| Terrence Martell | ||||||||||||||
| Professor | $145,812 | $147,628 | $0 | $0 | $0 | $0 | $0 | $21,672 | $0 | $25,175 | $145,812 | $194,475 | $0 | $0 |
| David Birdsell | ||||||||||||||
| Dean | $90,000 | $176,994 | $0 | $0 | $0 | $0 | $0 | $26,516 | $0 | $12,875 | $90,000 | $216,385 | $0 | $0 |
| Yildiray Yildirim | ||||||||||||||
| Professor | $151,052 | $255,721 | $0 | $0 | $0 | $0 | $0 | $20,470 | $0 | $25,175 | $151,052 | $301,366 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A: | HOUSING THE PRESIDENT OF BERNARD M. BARUCH COLLEGE, AS A CONDITION OF HIS EMPLOYMENT, RESIDES IN A CUNY OWNED APARTMENT TO RESPOND TO EMERGENT SITUATIONS AT ANY TIME. AS A RESULT, THE FUND PAYS THE CONDOMINIUM COMMON CHARGES AND CABLE/INTERNET SERVICE FOR THE APARTMENT AND IS DISCLOSED ON THIS RETURN. THIS IS INCLUDED IN THE ANNUAL BUDGET ALLOCATION FROM THE FUND, APPROVED BY THE FUNDS BOARD OF TRUSTEES. TRAVEL FOR COMPANIONS Baruch college fund pays for occasional travel for the President's spouse, who is a not an employee, for purposes of conducting business of the college. This benefit is treated as a reimbursed business expense and is not considered compensation to the President. DISCRETIONARY FUND THE PRESIDENT OF BERNARD M. BARUCH COLLEGE RECEIVES A BUDGET ALLOCATION FROM THE FUND, APPROVED BY THE FUNDS BOARD OF TRUSTEES. THIS ALLOCATION IS USED TO FUND COLLEGE-WIDE INITIATIVES DESCRIBED IN THE COLLEGES STRATEGIC PLAN. COMPENSATION ARRANGEMENTS SCHEDULE J ONE EMPLOYEE OF BERNARD M. BARUCH COLLEGE OF THE CITY UNIVERSITY OF NEW YORK (THE "COLLEGE") SERVES AS A KEY EMPLOYEE OF THE BARUCH COLLEGE FUND AS THIS EMPLOYEE PROVIDES OVERSIGHT TO THE ACTIVITIES OF THE FUND. THE COLLEGE DOES NOT DETERMINE EMPLOYEE BENEFITS, RATHER THEY ARE PRESCRIBED BY THE CITY UNIVERSITY OF NEW YORK ("CUNY"). |
| SCHEDULE J, PART I, LINE 3 | The President of Baruch College, a key employee of the Fund, receives base compensation from the City University of New York (CUNY). Such CUNY compensation is determined in accordance with CUNY guidelines and procedures for members of Executive Compensation Plan (ECP) and is approved by the CUNY Board of Trustees. |
| Schedule J General Statement | The Fund makes payments to certain officers and employees of Baruch College in order to supplement their compensation for purposes of allowing the College to attract and retain the best talent possible. While these College employees dont provide services to the Fund, the payments are within our mission of supporting the College and all are treated as taxable compensation payments and reported on Forms W-2. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,314,526 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COVID-19 Pandemic | The COVID-19 pandemic, whose effects first became known in January 2020, is having a broad and negative impact on commerce and financial markets around the world. The extent of the impact of COVID19 on the Funds operational and financial performance will depend on certain developments, including the duration and spread of the outbreak and its long-term impact on the Funds donors, employees and vendors, all of which at present, cannot be determined. Accordingly, the extent to which COVID-19 may impact the Funds financial position and changes in net assets and cash flows is uncertain, and the accompanying financial statements include no adjustments relating to the effects of this pandemic. FORM 990, PART VI, SECTION A, QUESTION 2 GOVERNANCE, MANAGEMENT, AND DISCLOSURE KATHARINE T. COBB, OFFICER AND MITCHEL B. WALLERSTEIN, KEY EMPLOYEE HAVE A BUSINESS RELATIONSHIP. Lawrence Field, trustee and Lisa Field, trustee have a family relationship. FORM 990, PART VI, SECTION B, QUESTION 11 Management and the audit committee of the Baruch College Fund review the Form 990 prepared by the Funds accounting firm. Upon their approval, the Form 990 is provided to the governing Board for information and upon such distribution, electronically filed with the Internal Revenue Service. FORM 990, PART VI, SECTION B, QUESTION 12C EMPLOYEES OF THE FUND MUST COMPLY WITH THE GOVERNANCE POLICIES OF BOTH THE COLLEGE AND THE FUND. SUCH WRITTEN POLICIES INCLUDE WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION, GIFT ACCEPTANCE AND ANNUAL CONFLICTS OF INTEREST DISCLOSURES. FORM 990, PART VI, SECTION B, QUESTIONS 15A & 15B THE FUND AND THE COLLEGE DO NOT DETERMINE EMPLOYEE BENEFITS, RATHER THEY ARE PRESCRIBED TO EACH OF THE INSTITUTIONS AFFILIATED WITH THE CITY UNIVERSITY OF NEW YORK ("CUNY"). FORM 990, PART VI, SECTION C, QUESTIONS 18 & 19 THE BARUCH COLLEGE FUND MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG and the Baruch College Fund website. THE BARUCH COLLEGE ANNUAL COMPLIANCE FILING AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| form 990, Part XI, Line 9 | RECONCILIATION OF NET ASSETS CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS OF ($85,841). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERNARD M BARUCH COLLEGE OF CUNY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BERNARD BARUCH WAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133893536 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BARUCH COLLEGE-THE CITY UNIVERSITY OF NY | ||
| n | $26,002 | CASH |
| BARUCH COLLEGE-THE CITY UNIVERSITY OF NY | ||
| b | $10,451,803 | CASH |
Comments