TRUSTEES OF UNION COLLEGE: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
TRUSTEES OF UNION COLLEGE (EIN 14-1338580)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-11
IRS object ID
201721319349303957
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-05-11T13:51:20-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141338580EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Trustees of union collegeBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DIANE BLAKEInCareOfNm
Business Name ControlTRUSBusinessNameControlTxt
Phone5183886104PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 Union streetAddressLine1Txt
CityschenectadyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12308ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANE BLAKEPersonNm
Person TitleManaging DirectorPersonTitleTxt
Phone5183886104PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott ThompsettPreparerPersonNm
PTINP00741490PTIN
Phone2125990100PhoneNum
Preparation2017-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN AINLAYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 UNION STREETAddressLine1Txt
CityschenectadyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12308ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$270,527,098GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNION.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1795FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionWe are a scholarly community dedicated to shaping the future & to understanding the past. We welcome diverse and talented students and provide them a broad & deep education.ActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee2603TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$540,908TotalGrossUBIAmt
PY Contributions Grants$30,453,931PYContributionsGrantsAmt
CY Contributions Grants$41,550,116CYContributionsGrantsAmt
PY Program Service Revenue$129,822,568PYProgramServiceRevenueAmt
CY Program Service Revenue$134,926,482CYProgramServiceRevenueAmt
PY Investment Income$8,630,201PYInvestmentIncomeAmt
CY Investment Income$5,354,406CYInvestmentIncomeAmt
PY Other Revenue$4,234,562PYOtherRevenueAmt
CY Other Revenue$5,651,683CYOtherRevenueAmt
PY Total Revenue$173,141,262PYTotalRevenueAmt
CY Total Revenue$187,482,687CYTotalRevenueAmt
PY Grants And Similar Paid$41,731,287PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$43,947,667CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$74,990,446PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$76,725,156CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,303,231CYTotalFundraisingExpenseAmt
PY Other Expenses$48,405,371PYOtherExpensesAmt
CY Other Expenses$50,230,987CYOtherExpensesAmt
PY Total Expenses$165,127,104PYTotalExpensesAmt
CY Total Expenses$170,903,810CYTotalExpensesAmt
PY Revenues Less Expenses$8,014,158PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,578,877CYRevenuesLessExpensesAmt
Total Assets BOY$712,265,625TotalAssetsBOYAmt
Total Assets EOY$678,738,487TotalAssetsEOYAmt
Total Liabilities BOY$161,507,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$156,534,991TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$550,757,852NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$522,203,496NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNION COLLEGE, CHARTERED BY THE STATE OF NEW YORK IN 1795, IS ONE OF THE NATION'S OLDEST AND MOST DISTINGUISHED LIBERAL ARTS COLLEGES. CONSISTENTLY RANKED AMONG THE NATION'S TOP COLLEGES, UNION IS A LEADER IN EDUCATING STUDENTS TO BE ENGAGED, INNOVATIVE AND ETHICAL CONTRIBUTORS TO A DIVERSE, GLOBAL AND TECHNOLOGICALLY COMPLEX SOCIETY. FACULTY, STAFF AND ADMINISTRATORS WELCOME DIVERSE AND TALENTED STUDENTS TO THE CAMPUS COMMUNITY, WORK CLOSELY WITH THEM TO PROVIDE A BROAD AND DEEP EDUCATION, AND GUIDE THEM IN FINDING AND CULTIVATING THEIR PASSIONS. THE COLLEGE OFFERS A WIDE RANGE OF DISCIPLINES AND INTERDISCIPLINARY PROGRAMS IN THE LIBERAL ARTS AND ENGINEERING, AS WELL AS ACADEMIC, ATHLETIC, CULTURAL AND SOCIAL ACTIVITIES, INCLUDING OPPORTUNITIES TO STUDY ABROAD AND TO PARTICIPATE IN UNDERGRADUATE RESEARCH AND COMMUNITY SERVICE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$154,952,280ExpenseAmt
Grant$43,947,667GrantAmt
Revenue$134,430,643RevenueAmt
DescThe Union College curriculum emphasizes collaboration with students and faculty through small classes and undergraduate research, international study and learning through service. Through its unique interdisciplinary approach to the liberal arts, Union combines the humanities and social sciences with science and engineering, emphasizing the practical application of ideas through hands-on experience. With more than 40 majors and 55 minors to choose from, Union students can pursue double majors; combine majors and minors; select interdepartmental and multidisciplinary concentrations, and area, ethnic and cultural studies programs; or design their own major. Most students take three courses in each of the three 10-week terms that comprise Union's academic calendar system. Nearly every academic department requires students to complete some form of research in their subject area, and students have opportunities to work one-on-one with their professors. At Steinmetz Symposium each spring, some 400 students present the results of their research, scholarly and creative activities. Many students co-author publications with their professors and present at the National Conference on Undergraduate Research (NCUR). Many participate in businesses, health care, government and social service internships. The international experience is a hallmark of a Union education, with nearly 60 percent of students pursuing studies, research, internships, and other programs abroad. On campus, opportunities for leadership, discussion and community abound in the Minerva system, offering residential, academic and social programs. Every incoming student is assigned to one of seven Minerva Houses, which also involve faculty and staff. Union's Becker Career Center helps students with career planning, internships and the graduate school and job search. Recent trends show that about a third of graduating seniors go directly to graduate or professional schools, and Union has earned an excellent reputation for placing graduates in medical, law and business schools. Union's more than 22,000 alumni include leaders in all fields, including arts, medicine, science, engineering, media, entertainment, law and politics. Graduates include Nobel Prize and Academy Award winners, a National Book Award winner and a McArthur Fellow, an Olympic Gold medalist, seven Cabinet secretaries, a secretary of state, 13 governors, 200 judges, 90 college presidents and the 21st president of the United States.Desc
Total Program Service Expenses$154,952,280TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3462IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2603EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDIANE BLAKEPersonNm
Phone5183886104PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 UNION STREETAddressLine1Txt
CityschenectadyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12308ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GUY LOGAN
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID MIXER
Term TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN AINLAY
PRESIDENT40.00.0Yes (X)$548,380$0$97,518Yes (X)
FRANK L MESSA
LIFE TRUSTEE2.00.0Yes (X)$0$0$0
NEIL M GOLUB
LIFE TRUSTEE1.00.0Yes (X)$0$0$0
STEPHEN J CIESINSKI
LIFE TRUSTEE1.00.0Yes (X)$0$0$0
NORTON REAMER
LIFE TRUSTEE1.00.0Yes (X)$0$0$0
ROBERT BERTAGNA
TERM TRUSTEE1.50.0Yes (X)$0$0$0
DAVID BREAZZANNO
TERM TRUSTEE1.50.0Yes (X)$0$0$0
ESTELLE COOKE-SAMPSON
TERM TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAM CURTIN
TERM TRUSTEE1.00.0Yes (X)$0$0$0
JUDITH DEIN
TERM TRUSTEE1.00.0Yes (X)$0$0$0
DAVID HENLE
Term Trustee Vice chairman3.30.0Yes (X)$0$0$0Yes (X)
ROY JACKSON
TERM TRUSTEE1.00.0Yes (X)$0$0$0
ADRIAN MACLEAN JAY
TERM TRUSTEE1.00.0Yes (X)$0$0$0
DOUGLASS KARP
TERM TRUSTEE1.50.0Yes (X)$0$0$0
JOHN KELLY III
Term Trustee Chairman1.80.0Yes (X)$0$0$0Yes (X)
JAMES LIPPMAN
TERM TRUSTEE1.00.0Yes (X)$0$0$0
KATHY MAGLIATO
TERM TRUSTEE1.00.0Yes (X)$0$0$0
STANLEY O' BRIEN
TERM TRUSTEE1.50.0Yes (X)$0$0$0
LAWRENCE PEDOWITZ
TERM TRUSTEE/General counsel1.80.0Yes (X)$0$0$0Yes (X)
STEPHEN RITTERBUSH
TERM TRUSTEE1.00.0Yes (X)$0$0$0
ELLEN SMITH
TERM TRUSTEE1.00.0Yes (X)$0$0$0
JAMES TAYLOR
TERM TRUSTEE1.00.0Yes (X)$0$0$0
MARK WALSH
Term Trustee1.00.0Yes (X)$0$0$0
WILLIAM WICKER
TERM TRUSTEE1.00.0Yes (X)$0$0$0
KELLY WILLIAMS
Term Trustee Secretary2.30.0Yes (X)$0$0$0Yes (X)
PATRICK DICERBO
ALUMNI TRUSTEE1.00.0Yes (X)$0$0$0
MICHAEL NEWELL
ALUMNI TRUSTEE1.00.0Yes (X)$0$0$0
BRADLEY HAYS
FACULTY TRUSTEE40.00.0Yes (X)$81,803$0$29,722
PETER DURKIN
STUDENT TRUSTEE1.00.0Yes (X)$0$0$0
THOMAS COLEMAN
TERM TRUSTEE1.00.0Yes (X)$0$0$0
BETSY MODEST BRAND
ALUMNI TRUSTEE1.00.0Yes (X)$0$0$0
SUSANNA RYAN BERGER
ALUMNI TRUSTEE1.00.0Yes (X)$0$0$0
SCOTT KIRTON
FACULTY TRUSTEE40.00.0Yes (X)$76,910$0$24,822
ALEXANDER DOLCIMASCOLO
STUDENT TRUSTEE1.00.0Yes (X)$0$0$0
WILLIAN PERLSTEIN
Chairman Presidents Council1.00.0Yes (X)$0$0$0
THOMAS CONNOLLY
TERM TRUSTEE1.00.0Yes (X)$0$0$0
GOVERNOR ANDREW CUOMO
EX-OFFICIO0.00.0Yes (X)$0$0$0
JenNIFER SCONyerS laWTON
TERM TRUSTEE1.00.0Yes (X)$0$0$0
James LOREE
TERM TRUSTEE1.00.0Yes (X)$0$0$0
JULIE GREIFER SWIDLER
TERM TRUSTEE1.00.0Yes (X)$0$0$0
DIANE BLAKE
VP finance & administration40.00.0$245,861$0$33,497Yes (X)
THERESE MCCARTY
VP Academic affairs/dean facul40.00.0$234,205$0$38,208Yes (X)
PENELOPE ADEY
REGISTRAR40.00.0$88,120$0$16,219Yes (X)
Robert Kelly
Chief of Staff40.00.0$137,956$0$23,343Yes (X)
MATTHEW MALATESTA
VP FOR ADMISSIONS, FA & ENROLL40.00.0$187,238$0$37,472Yes (X)
ELLEN BORKOWSKI
CHIEF INFORMATIONAL OFFICER40.00.0$173,560$0$35,670Yes (X)
TERRI CERVENY
VP FOR COLLEGE RELATIONS40.00.0$223,160$0$65,227Yes (X)
ERIC BENNETT
MEN'S HOCKEY COACH40.00.0$199,439$0$58,798Yes (X)
ROBERT BAKER
PROFessor of PHILOSOPHY40.00.0$171,415$0$30,994Yes (X)
ALAN TAYLOR
PROF MATHMATICS40.00.0$183,920$0$32,640Yes (X)
WENDY STERNBERG
DEAN ACADEM DEP PR40.00.0$173,847$0$35,605Yes (X)
JAMES MCLAUGHLIN
DIRECTOR OF ATHLETics40.00.0$159,256$0$34,366Yes (X)
Hans Friedrich Mueller
FACULTY TRUSTEE40.00.0$143,416$0$82,037Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,028,486TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$676,138TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K122IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SANO-RUBIN CONSTRUCTION SERVICES LL
PO BOX 9078ALBANYNY12209CONSTRUCTION$11,942,479
BETTE AND CRING LLC
Century HILL DRIVELATHAMNY12110CONSTRUCTION$7,202,941
MAGGS ASSOCIATES
501 STATE STREETSCHENECTADYNY12305LEGAL$805,643
McKINNEY MacDONALD ARCHITECTS LLC
11 BRITISH AMERICAN BOULEVARDLATHAMNY12110ARCHITECT$448,644
TRITAN BUILDERS
2368 GORDON ROADSCHENECTADYNY12306CONSTRUCTION$434,148
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Fundraising$96,741FundraisingAmt
Government Grants$3,046,612GovernmentGrantsAmt
All Other Contributions$38,406,763AllOtherContributionsAmt
Noncash Contributions$2,493,105NoncashContributionsAmt
Total Contributions$41,550,116TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES611710$109,849,991$109,849,991
AUXILIARY ENTERPRISE713990$24,580,652$24,580,652
ATHLETICS713990$374,368$374,368
BOOKSTORE611710$18,000$18,000
AUXILIARY ICE RINK713990$103,471$103,471
FieldValueIRS element (for citing)
Total Program Service Revenue$134,926,482TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,274,362TotalRevenueColumnAmt
Unrelated Business Revenue$428,709UnrelatedBusinessRevenueAmt
Exclusion$1,845,653ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$83,724,025SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$80,643,981SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,080,044SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,080,044TotalRevenueColumnAmt
Exclusion$3,080,044ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$41,377FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$96,741ContriRptFundraisingEventAmt
Fundraising Direct Expenses$75,168FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$33,791TotalRevenueColumnAmt
Exclusion-$33,791ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$3,440,137GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,325,262CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,114,875TotalRevenueColumnAmt
Exclusion$1,114,875ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INTERCOLLEGIATE ATHLETICS900099$4,561,871$4,561,871
CONFERENCING CENTER & MISCELLANEOUS900099$8,728$8,728
FieldValueIRS element (for citing)
Other Revenue Total$4,570,599OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$187,482,687TotalRevenueColumnAmt
Related Or Exempt Func Income$134,430,643RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$540,908UnrelatedBusinessRevenueAmt
Exclusion$10,961,020ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$44,287TotalAmt
Program Services$44,287ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$43,871,380TotalAmt
Program Services$43,871,380ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$32,000TotalAmt
Program Services$32,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,253,833TotalAmt
Program Services$821,318ProgramServicesAmt
Management And General$1,100,798ManagementAndGeneralAmt
Fundraising$331,717FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$52,833,861TotalAmt
Program Services$47,732,670ProgramServicesAmt
Management And General$2,493,125ManagementAndGeneralAmt
Fundraising$2,608,066FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,743,994TotalAmt
Program Services$5,182,863ProgramServicesAmt
Management And General$274,244ManagementAndGeneralAmt
Fundraising$286,887FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,169,982TotalAmt
Program Services$10,904,188ProgramServicesAmt
Management And General$687,617ManagementAndGeneralAmt
Fundraising$578,177FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,723,486TotalAmt
Program Services$3,243,898ProgramServicesAmt
Management And General$262,852ManagementAndGeneralAmt
Fundraising$216,736FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$546,262TotalAmt
Program Services$546,262ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$467,816TotalAmt
Management And General$467,816ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$164,384TotalAmt
Management And General$164,384ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$6,506TotalAmt
Fundraising$6,506FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,370,867TotalAmt
Program Services$198,867ProgramServicesAmt
Management And General$1,172,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,632,881TotalAmt
Program Services$2,822,464ProgramServicesAmt
Management And General$450,674ManagementAndGeneralAmt
Fundraising$359,743FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$388,570TotalAmt
Program Services$132,980ProgramServicesAmt
Management And General$80,938ManagementAndGeneralAmt
Fundraising$174,652FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,612,249TotalAmt
Program Services$7,396,309ProgramServicesAmt
Management And General$350,909ManagementAndGeneralAmt
Fundraising$865,031FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,160,465TotalAmt
Program Services$2,979,296ProgramServicesAmt
Management And General$39,214ManagementAndGeneralAmt
Fundraising$141,955FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,429,468TotalAmt
Program Services$5,818,463ProgramServicesAmt
Management And General$497,031ManagementAndGeneralAmt
Fundraising$113,974FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,124,713TotalAmt
Program Services$2,673,078ProgramServicesAmt
Management And General$201,606ManagementAndGeneralAmt
Fundraising$250,029FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,580,711TotalAmt
Program Services$1,984,465ProgramServicesAmt
Management And General$243,318ManagementAndGeneralAmt
Fundraising$352,928FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,273,131TotalAmt
Program Services$4,266,777ProgramServicesAmt
Management And General$6,354ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,636,787TotalAmt
Program Services$9,636,787ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,060,726TotalAmt
Program Services$169,321ProgramServicesAmt
Management And General$891,215ManagementAndGeneralAmt
Fundraising$190FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$4,775,451TotalAmt
Program Services$4,494,607ProgramServicesAmt
Management And General$264,204ManagementAndGeneralAmt
Fundraising$16,640FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$170,903,810TotalAmt
Program Services$154,952,280ProgramServicesAmt
Management And General$9,648,299ManagementAndGeneralAmt
Fundraising$6,303,231FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$316,819BOYAmt
EOY$340,904EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$22,595,630BOYAmt
EOY$3,320,395EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,691,320BOYAmt
EOY$38,755,831EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,992,332BOYAmt
EOY$3,649,674EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$6,696,512BOYAmt
EOY$6,394,812EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$924,095BOYAmt
EOY$907,808EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,037,432BOYAmt
EOY$1,300,228EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$418,950,296LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$233,172,847LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$163,088,603BOYAmt
EOY$185,777,449EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$112,630,938BOYAmt
EOY$97,685,783EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$368,144,464BOYAmt
EOY$330,442,326EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,147,480BOYAmt
EOY$10,163,277EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$712,265,625BOYAmt
EOY$678,738,487EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,312,037BOYAmt
EOY$16,477,842EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,351,299BOYAmt
EOY$1,745,315EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$71,107,922BOYAmt
EOY$39,788,078EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$49,258,212BOYAmt
EOY$77,079,681EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,478,303BOYAmt
EOY$21,444,075EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$161,507,773BOYAmt
EOY$156,534,991EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$216,018,613BOYAmt
EOY$194,997,332EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$170,040,783BOYAmt
EOY$159,326,556EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$164,698,456BOYAmt
EOY$167,879,608EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$550,757,852BOYAmt
EOY$522,203,496EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$712,265,625BOYAmt
EOY$678,738,487EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$16,578,877ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$43,158,754NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,974,479OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$6,506OtherActivitiesAmt
Total Lobbying Expenditures$6,506TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B - Description of Lobbying ActivityFormAndLineReferenceDesc
ExplanationUnion retains a lobbying firm in Washington DC to obtain funding for the College through the federal appropriations process. In addition, the College is a member of NACUBO and pays annual dues to retain that membership. $856 of its annual membership dues was deemed to be non-deductible as lobbying expenditures and has been included on Schedule C, Part II-B, Line 1(i).ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$105,091RevenuesIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesEDUCATIONALOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$441,009,071BeginningYearBalanceAmt
Contributions$6,441,875ContributionsAmt
Investment Earnings Or Losses-$33,656,371InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,776,487GrantsOrScholarshipsAmt
Other Expenditures$14,194,036OtherExpendituresAmt
Administrative Expenses$5,598,000AdministrativeExpensesAmt
End Year Balance$389,226,052EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$415,844,050BeginningYearBalanceAmt
Contributions$12,456,645ContributionsAmt
Investment Earnings Or Losses$40,902,738InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,356,901GrantsOrScholarshipsAmt
Other Expenditures$15,852,461OtherExpendituresAmt
Administrative Expenses$7,985,000AdministrativeExpensesAmt
End Year Balance$441,009,071EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$358,608,739BeginningYearBalanceAmt
Contributions$8,448,287ContributionsAmt
Investment Earnings Or Losses$72,927,869InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,009,105GrantsOrScholarshipsAmt
Other Expenditures$11,568,740OtherExpendituresAmt
Administrative Expenses$8,563,000AdministrativeExpensesAmt
End Year Balance$415,844,050EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$321,972,461BeginningYearBalanceAmt
Contributions$18,078,890ContributionsAmt
Investment Earnings Or Losses$41,615,439InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,789,795GrantsOrScholarshipsAmt
Other Expenditures$13,068,256OtherExpendituresAmt
Administrative Expenses$6,200,000AdministrativeExpensesAmt
End Year Balance$358,608,739EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$327,756,302BeginningYearBalanceAmt
Contributions$6,306,707ContributionsAmt
Investment Earnings Or Losses$10,652,263InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,087,275GrantsOrScholarshipsAmt
Other Expenditures$13,055,536OtherExpendituresAmt
Administrative Expenses$5,600,000AdministrativeExpensesAmt
End Year Balance$321,972,461EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.28000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.41000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.31000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$101OtherCostOrOtherBasisAmt
Book Value$101BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$152,822,715OtherCostOrOtherBasisAmt
Depreciation$80,086,766DepreciationAmt
Book Value$72,735,949BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$107,412,965OtherCostOrOtherBasisAmt
Depreciation$39,310,970DepreciationAmt
Book Value$68,101,995BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$93,710,900OtherCostOrOtherBasisAmt
Depreciation$79,762,974DepreciationAmt
Book Value$13,947,926BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,003,615OtherCostOrOtherBasisAmt
Depreciation$34,012,137DepreciationAmt
Book Value$30,991,478BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$185,777,449TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (10 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DISTRESSED DEBT$17,713,273F
DOMESTIC EQUITY$98,714,606F
REAL ASSETS$21,150,000F
MORTGAGES & OTHER$358,516F
PRIVATE EQUITY$37,840,848F
MULTI STRATEGY$17,435,766F
HEDGED EQUITY$83,330,804F
EMERGING MARKETS$17,649,174F
INTERNATIONAL PRIVATE EQUITY$28,832,972F
DEBT RELATED FUND$7,416,367F
FieldValueIRS element (for citing)
Total Book Value Securities$330,442,326TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED POST RETIREMENT BENEFIT$13,271,312
ASSET RETIREMENT OBLIGATIONS$1,386,690
FEDERAL STUDENT LOAN FUNDS$2,357,491
POOLED INCOME & CHARITABLE ANNUITY$4,428,582
FieldValueIRS element (for citing)
Total Liability$21,444,075TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$102,307,436TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$43,158,754NetUnrealizedGainsInvstAmt
Other Revenue-$485,199OtherRevenueAmt
Revenue Not Reported-$43,643,953RevenueNotReportedAmt
Revenue Subtotal$145,951,389RevenueSubtotalAmt
Other Revenues Not Included$41,531,298OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$41,531,298RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$187,482,687TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$129,372,512TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$2,325,262OtherExpensesIncludedAmt
Expenses Not Reported$2,325,262ExpensesNotReportedAmt
Expenses Subtotal$127,047,250ExpensesSubtotalAmt
Other Expenses Not Included$43,856,560OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$43,856,560ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$170,903,810TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A - F/S FOOTNOTE FOR ART, TREASURES, ETC.THE COLLEGE'S COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORAL PURPOSES. EACH OF THE ITEMS IS CATALOGUED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED PERIODICALLY. ALL PROCEEDS RESULTING FROM THE DEACCESSION OF OBJECTS FROM THE PERMANENT COLLECTION ARE ALLOCATED FOR THE BENEFIT OF THE COLLECTIONS. DURING THE YEARS ENDED JUNE 30, 2016 AND 2015, NO OBJECTS WERE DEACCESSIONED.
PART III, LINE 4 - DESCRIPTION OF ORGANIZATION COLLECTIONS & HOW ITFURTHERS EXEMPT PURPOSE THE COLLEGE'S COLLECTIONS ARE MADE UP OF APPROXIMATELY 19,000 OBJECTS AND THEIR ESTIMATED FAIR VALUE IS APPROXIMATELY $19,200,000. THE COLLEGE'S POLICY IS NOT TO CAPITALIZE ITS COLLECTIONS. The college's collection is comprised OF PAINTINGS AND PORTRAITS, FURNITURE, WORKS ON PAPER, SCIENTIFIC INSTRUMENTATION AND OTHER OBJECTS.
PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUNDThe intended use of the organization's endowment funds is to be used for programs and other educational purposes in accordance with donor intentions for the use of funds.
PART X - FIN 48 FOOTNOTEThe college is a not-for-profit organization as described in section 501(c) (3) of the Internal revenue Code and is generally exempt from income tax on related Income. The college recognizes the effect of income tax positions only if these positions are more likely than not of being sustained by the relevant tax authority. Changes in recognition or measurement are reflected in the period in which change in judgment occurs. The college believes it has taken no significant uncertain tax positions.
PART XI, LINE 2DOTHER REVENUE INCLUDED IN F/S BUT NOT INCLUDED ON FORM 990 ACTUARIAL ADJUSTMENT ($551,639) ATHLETIC FUNDRAISING EXPENSES $75,168 ATHLETIC SPONSORSHIP AGREEMENT ($8,728) ----------- TOTAL ($485,199)
PART XI, LINE 4BOTHER REVENUE INCLUDED ON FORM 990 BUT NOT INCLUDED IN F/S Bookstore & Sushi Bar COGS $(2,325,262) Re-class of scholarship expenses $43,856,560 ------------- total $41,531,298
PART XII, LINE 2DOTHER EXPENSES AND LOSSES PER AUDITED F/S Bookstore & Sushi COGS, Pt VIII, LIne 10b $2,325,262
PART XII, LINE 4bOTHER EXPENSES INCLUDED ON FORM 990 BUT NOT INCLUDED IN F/S Re-Class of Scholarship Expense $43,856,560

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, LINE 3 - RACIALLY NONDISCRIMINATORY POLICYRACIALLY NONDISCRIMINATORY POLICY IS PUBLICIZED THROUGH AREA NEWSPAPERs, in student handbooks and on the college's website. UNION COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS. THIS POLICY EXTENDS TO THE ADMINISTRATION OF THEIR EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS.
SCHEDULE E, LINE 6 - EXPLANATION OF AID OR ASSISTANCE FROM GOVERNMENTALAGENCY THE ORGANIZATION HAS RECEIVED THE FOLLOWING FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTAL AGENCY: 1. FEDERAL CAMPUS-BASED AID, WHICH INCLUDES FEDERAL WORK-STUDY, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, AND FEDERAL PERKINS LOANS FROM THE U.S. DEPARTMENT OF EDUCATION. 2. NSF-STEM SCHOLARSHIPS WHICH ARE FUNDED BY THE FEDERAL GOVERNMENT. 3. TAP AWARDS, NYS MERIT SCHOLARSHIPS AND TUITION/MAINTENANCE GRANTS RECEIVED FROM NYS FOR THE HEOP PROGRAM. 4. ROTC-FEDERAL FUNDING WHICH COVERS A PORTION OF EDUCATIONAL EXPENSES FOR THE RECIPIENTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)Program Servicesstudy abroad$2,004,483
Sub-Saharan AfricaProgram Servicesstudy abroad$69,222
East Asia and the PacificProgram Servicesstudy abroad$839,798
South AmericaProgram Servicesstudy abroad$149,468
Middle East and North AfricaProgram Servicesstudy abroad$62,860
South AsiaProgram Servicesstudy abroad$94,222
North AmericaProgram Servicesstudy abroad$77,821
Central America and the CaribbeanInvestments$181,458,278
Europe (Including Iceland and Greenland)Program ServicesEDUCATIONAL ACTIVITY$957
Europe (Including Iceland and Greenland)Program ServicesRESEARCH$9,339
North AmericaProgram ServicesRECRUITING/ATHLETICS$6,778
North AmericaProgram ServicesEDUCATIONAL ACTIVITY$2,759
East Asia and the PacificProgram ServicesRECRUITING/ADMISSION$4,176
Central America and the CaribbeanProgram ServicesRESEARCH$5,314
South AmericaProgram ServicesCONFERENCE$1,021
North AmericaProgram ServicesCONFERENCE$5,930
South AmericaProgram ServicesRESEARCH$15,446
East Asia and the PacificProgram ServicesSOFTWARE/CONFERENCE$2,266
Europe (Including Iceland and Greenland)Program ServicesCONFERENCE$6,681
Europe (Including Iceland and Greenland)Program ServicesSOFTWARE/CONFERENCE$1,241
Central America and the CaribbeanProgram ServicesSTUDY ABROAD$160,805
South AsiaProgram ServicesEDUCATIONAL ACTIVITY$5,977
Central America and the CaribbeanProgram ServicesCONFERENCE$1,227
East Asia and the PacificGrantmaking$7,900
Europe (Including Iceland and Greenland)Grantmaking$20,900
South AmericaGrantmaking$3,200
FieldValueIRS element (for citing)
Subtotal Spent$184,807,872SubtotalSpentAmt
Continuation Spent$210,197ContinuationSpentAmt
Total Spent$185,018,069TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxt
scholarshipEast Asia and the Pacific6$7,900STUDENT Acc.n/a
scholarshipEurope (Including Iceland and Greenland)15$20,900STUDENT Acc.n/a
scholarshipSouth America3$3,200STUDENT Acc.n/a
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line Referencepart I, line 2 - explanation for monitoring use of funds outside U.S.FormAndLineReferenceDesc
ExplanationTerm abroad scholarships are awarded by union's terms abroad office to students scheduled to study abroad based on financial need and criteria established by the donor. The student receiving the award understands that the funds must be returned to union if the student does not travel abroad. The award is generally used for the student's travel expenses, which are not covered by union college. Upon his/her return, the student is urged to write a personal note of thanks to the donor describing her/her terms abroad experience. Part IV, Foreign Forms The College invests in domestic and foreign investment vehicles that may own an interest in a foreign corporation, passive foreign investment company, or foreign partnership. Nevertheless, the College's investment activities may not reach the thresholds required for filing the Forms 926, 5471, 8621 or 8865. To the extent such a form was completed, it has been filed with the College's Form 990-T.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Garnet BladesEvent1Nm
Gross Receipts Event1$65,510GrossReceiptsEvent1Amt
Charitable Contri Event1$51,617CharitableContriEvent1Amt
Gross Revenue Event1$13,893GrossRevenueEvent1Amt
Non Cash Prizes Event1$7,779NonCashPrizesEvent1Amt
Rent Facility Costs Event1$13,437RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$4,492OtherDirectExpensesEvent1Amt
Event2Gridiron ClubEvent2Nm
Gross Receipts Event2$33,690GrossReceiptsEvent2Amt
Charitable Contri Event2$22,890CharitableContriEvent2Amt
Gross Revenue Event2$10,800GrossRevenueEvent2Amt
Cash Prizes Event2$160CashPrizesEvent2Amt
Non Cash Prizes Event2$1,050NonCashPrizesEvent2Amt
Rent Facility Costs Event2$8,400RentFacilityCostsEvent2Amt
Food And Beverage Event2$5,040FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$633OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$38,918GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$22,234CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,684GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$4,110NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$20,662RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,270FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$8,135OthDirectExpnssOtherEventsAmt
Gross Receipts Total$138,118GrossReceiptsTotalAmt
Charitable Contributions Tot$96,741CharitableContributionsTotAmt
Gross Revenue Total Events$41,377GrossRevenueTotalEventsAmt
Cash Prizes Total Events$160CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$12,939NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$42,499RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,310FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$13,260OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$75,168DirectExpenseSummaryEventsAmt
Net Income Summary-$33,791NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Alumni Council of Union CollegeBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 Union StreetAddressLine1Txt
CitySchenectadyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12308ZIPCd
FieldValueIRS element (for citing)
Recipient EIN146019466RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$44,287CashGrantAmt
Purpose Of GrantTo cover expensesPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Higher Education Opportunity Program73$389,740
Union College General Scholarships1737$35,874,683
Endowed Scholarships636$4,766,421
Annual Restricted Scholarships71$910,920
Work Study908$1,153,260
Supplemental Educational Opp. Grant325$281,903
Supporting Scholars in Sci. & Eng23$143,000
ROTC Scholarship7$351,453

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S.FormAndLineReferenceDesc
ExplanationALL GRANTS AWARDED ARE BASED ON NEED AND CONFORM TO FEDERAL, STATE AND INSTITuTIONAL REGULATIONS. ELIGIBILITY IS BASED ON A THOROUGH REVIEW AND VERIFICATION OF A FAMILY'S INCOME, ASSETS, SIZE AND NUMBER OF DEPENDENTS ENROLLED IN COLLEGE. ANNUAL EXPENDITURE REPORTS ARE SUBMITTED TO THE FEDERAL AND STATE GOVERNMENTS FOR REVIEW. THE FUND EXPENDITURES ARE REVIEWED FOR COMPLIANCE IN AN ANNUAL AUDIT CONDUCTED BY AN INDEPENDENT ACCOUNTING FIRM. The college does not further monitor the usage of scholarship funds as these amounts are credited directly against students tuition account and there is no opportunity for the student to divert these funds to non-educational uses.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN AINLAY
PRESIDENT$520,691$0$22,989$0$4,700$0$56,898$0$40,620$0$645,898$0$0$0
DIANE BLAKE
VP finance & administration$245,861$0$0$0$0$0$27,099$0$6,398$0$279,358$0$0$0
THERESE MCCARTY
VP Academic affairs/dean facul$234,205$0$0$0$0$26,090$0$12,118$0$272,413$0$0$0
MATTHEW MALATESTA
VP FOR ADMISSIONS, FA & ENROLL$187,238$0$0$0$0$0$21,473$0$15,999$0$224,710$0$0$0
ELLEN BORKOWSKI
CHIEF INFORMATIONAL OFFICER$173,560$0$0$0$0$0$19,700$0$15,970$0$209,230$0$0$0
ERIC BENNETT
MEN'S HOCKEY COACH$182,439$0$17,000$0$0$0$20,718$0$38,080$0$258,237$0$0$0
ROBERT BAKER
PROFessor of PHILOSOPHY$171,415$0$0$0$0$0$18,986$0$12,008$0$202,409$0$0$0
TERRI CERVENY
VP FOR COLLEGE RELATIONS$221,533$0$0$0$1,627$0$25,171$0$40,056$0$288,387$0$0$0
ALAN TAYLOR
PROF MATHMATICS$183,920$0$0$0$0$0$20,607$0$12,033$0$216,560$0$0$0
WENDY STERNBERG
DEAN ACADEM DEP PR$173,847$0$0$0$0$0$19,635$0$15,970$0$209,452$0$0$0
Robert Kelly
Chief of Staff$137,956$15,593$7,750$161,299
JAMES MCLAUGHLIN
DIRECTOR OF ATHLETics$159,256$0$0$0$0$0$18,425$0$15,941$0$193,622$0$0$0
Hans Friedrich Mueller
FACULTY TRUSTEE$143,416$16,021$66,016$225,453

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART 1, LINE 1A - RELEVANT INFORMATION REGARDING COMPENSATION BENEFITSLINE 1 - HOUSING ALLOWANCE PER THEIR EMPLOYMENT CONTRACTS, THE COLLEGE PROVIDES HOUSING FOR THE PRESIDENT, VICE PRESIDENT FOR COLLEGE RELATIONS, VICE PRESIDENT FOR STUDENT AFFAIRS AND RESIDENT DIRECTORS & ADVISORS. OF THIS GROUP, ONLY THE PRESIDENT, STEPHEN AINLAY, AND THE VICE PRESIDENT FOR COLLEGE RELATIONS, TERRI CERVENY, ARE REQUIRED TO BE DISCLOSED ON SCHEDULE J. WE HAVE ESTIMATED THE VALUE OF HOUSING TO BE APPROXIMATELY $2,000 PER MONTH. THE value of the employer provided housing to these individuals is deemed to be non-taxable and NOT INCLUDED IN their respective FORMs W-2 as residence on campus is a necessary condition of their employment. LINE 1 - HEALTH OR SOCIAL CLUB OR INITIATION FEES As Part of President STEPHEN AINLAY's employment contract, THE COLLEGE PAYS FOR TWO CLUB MEMBERSHIPS; THE FIRST IS TO THE MOHAWK GOLF CLUB IN SCHENECTADY AND THE OTHER MEMBERSHIP IS TO THE UNIVERSITY CLUB IN NEW YORK CITY. The President utilizes both clubs for business purposes only and to the extent there may be any personal use, the College will review that usage and tax the President accordingly. Additionally, as part of her employment contract the vice president for college relations, Terri Cerveny, is entitled to a Membership at the Mohawk Golf Club which is paid for by the college. Ms. Cerveny uses the club for business purposes only. LINE 1 - PERSONAL SERVICES As part of President STEPHEN AINLAY's employment contract, THE COLLEGE may provide gardening and/or housekeeping services. The expense has been INCLUDED IN the above-mentioned hOUSING ALLOWANCE. LINE 1 - TRAVEL FOR COMPANIONS CONSISTENT WITH CODE SECTION 274(M)(3), THE COLLEGE DID NOT INCLUDE DE MINIMIS TRAVEL EXPENSES FOR PRESIDENT AINLAY'S SPOUSE AS SHE IS AN EMPLOYEE OF THE COLLEGE AND TRAVEL IS A REQUIRED PART OF HER JOB. (See Schedule L for more information). Part I, Line 1b - Reason For Not Following Policy Regarding Payments See Explanation Part 1, Line 1
PART I, LINE 4 - RECEIVED SEVERANCE, SUPPLEMENTAL NQ RETIREMENT, EQUITY-Based Compensation President Stephen Ainlay participates in a 457(F) Plan in which the college contributed $27,748 in 2015 and the amount has been reported on Form 990, Schedule J, Part II, column (c). Part I, Line 7 - Non-fixed Payments During the Calendar Year 2015, The College paid a bonus to PRESIDENT STEPHEN AINLAY of $22,989 and to the men's hockey coach eric bennett of $17,000.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
City of schenectady IDA
A141699509806143BF32006-11-22$33,356,354Refinance Series 1999 IDA BondYes (true)falsefalse
Schenectady County Cap Re
B2734788470000000002010-12-23$15,310,000Fund Facilities Renewal Planfalsefalsefalse
Schenectady County Cap Re
C273478847806418AT62012-04-26$24,263,434Refinance Portion Series 2001Yes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$31,726,354$0$33,356,354$0$0$0$410,663$0$0$32,945,691$0$02005falseYes (true)Yes (true)Yes (true)
B$18,815$0$15,310,000$0$0$0$291,184$0$0$15,000,001$0$02013falsefalsefalseYes (true)
C$781,343$24,287,175$24,263,434$0$0$0$470,121$0$0$23,793,313$0$02005Yes (true)Yes (true)falseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse00.012000.01200falsefalsefalseYes (true)
Bfalsefalsefalsefalse00.019000.01900falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.030500.018900.04940falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)
JP Morgan Chase
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)false0falseYes (true)6.falsefalse
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K - PART VI - SUPPLEMENTAL INFORMATIONPART II BOND ISSUE 2006: UNION COLLEGE RECEIVED $33,356,354 IN PROCEEDS FROM THE CITY OF SCHENECTADY INDUSTRIAL DEVELOPMENT AGENCY CIVIC FACILITY REFUNDING REVENUE BONDS (UNION COLLEGE PROJECT), SERIES 2006. THESE PROCEEDS WERE USED TO REFINANCE THE 1999 ISSUE AND A PORTION OF THE 2001 ISSUE. INITIALLY, ALL PROCEEDS (WITH EXCEPTION OF PROCEEDS USED FOR COSTS OF ISSUANCE) WERE PLACED INTO AN ESCROW ACCOUNT. PROCEEDS WOULD REMAIN IN THE ESCROW ACCOUNT UNTIL THE BONDS COULD BE CALLED, WHICH WAS 10 YEARS FROM THE ORIGINAL DATE OF ISSUE. AS OF JUNE 30, 2016, THE 1999 AND 2001 DEBT HAD BEEN PAID OFF. THE DATE OF SUBSTANTIAL COMPLETION, 2005, REPRESENTS THE YEAR IN WHICH THE PROJECTS RELATED TO THE 2001 DEBT (THAT WAS REFINANCED BY THE 2006 DEBT) WERE SUBSTANTIALLY COMPLETE. As of June 30, 2016, the 2006 debt had been refinanced into the 2015A taxable bond. A final payment was made on July 1, 2016. BOND ISSUE 2012: UNION COLLEGE RECEIVED $24,263,434 IN PROCEEDS FROM THE SCHENECTADY COUNTY CAPITAL RESOURCE CORPORATION CIVIC TAX-EXEMPT REVENUE BONDS (UNION COLLEGE REFUNDING PROJECT), SERIES 2012A. THESE PROCEEDS WERE USED TO REFINANCE THE 2003 ISSUE AND THE REMAINING OUTSTANDING PORTION OF THE 2001 ISSUE. INITIALLY, PROCEEDS FROM THE 2003 PORTION OF THE REFUNDING WERE PLACED INTO AN ESCROW ACCOUNT. PROCEEDS WOULD REMAIN IN THE ESCROW ACCOUNT UNTIL THE BONDS COULD BE CALLED IN 2013. AS OF JUNE 30, 2016, THE 2003 DEBT HAD BEEN PAID OFF. THE CALL DATE WAS JULY 1, 2013.
PART III - LINE 5BOND ISSUE 2010: TO CALCULATE THE PERCENTAGE, THE TOTAL AMOUNT BORROWED ($15,310,000) WAS USED.
PART III LINE 4, 5, 6BOND ISSUE 2012: TO CALCULATE THE PERCENTAGE ON LINES 4, 5 AND 6, THE TOTAL PROCEEDS WAS USED (INCLUDES THE 2003 AND A PORTION OF THE 2001 REFUNDED BONDS).

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

FieldValueIRS element (for citing)
Person1PersonNm
Cash Grant$49,504CashGrantAmt
Type Of AssistanceScholarshipTypeOfAssistanceTxt
Assistance Purposetuition discountAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Scott Montgomery
Brother In Law$83,451Employeefalse
Judith Ainlay
Spouse of President$68,411Spouse College Employeefalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV - Interested PersonsFormAndLineReferenceDesc
ExplanationVice President of Finance and Administration Diane Blake's brother-in-law, Scott Montgomery, is an employee of the College. amounts reported on schedule L represent the W-2, Box 5 wages plus benefits paid on behalf of Mr. Montgomery. President, Stephen Ainlay's spouse, Judith Ainlay, is an employee of the College. Amounts reported on schedule L represent the W-2, Box 5 wages plus benefits paid on behalf of Ms. Ainlay.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$99,700NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,391NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$450NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution94ContributionCnt
Noncash Contributions Rpt F990$2,167,767NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$8,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$230NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Computer Equipment78$193,995Cost
Yes (X)Miscellaneous16$17,072Selling Price
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLine 32A, Third PartiesFormAndLineReferenceDesc
Explanationto the extent that the college receives non-cash contributions of securities, its investment manage/broker is tasked with selling those securities on the college's behalf.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, LINE 2 - business or family relationships of officers,Directors, Etc. 1. STEPHEN RITTERBUSH, KATHY MAGLIATO, NEIL GOLUB and william wicker have a BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 11b - FORM 990 REVIEW PROCESS The organization's Form 990 is prepared in conjunction with a nationally recognized accounting firm. Upon completion, the Form 990 is provided TO THE AUDIT COMMITTEE of the Board of Directors and a detailed walkthrough of its contents is provided at the Audit Committee's meeting. PRIOR TO electronic submission of the 990 to the Internal revenue service, THE AUDIT COMMITTEE CHAIR PROVIDES AN OVERVIEW OF THE REVIEW TO THE FULL BOARD OF TRUSTEES. IN ADDITION, A COPY OF THIS FORM 990 IS AVAILABLE FOR REVIEW IN THE COLLEGE'S FINANCE OFFICE. FORM 990, PART VI, LINE 12C - EXPLANATION OF MONITORING AND ENFORECEMENT OF CONFLICTS THE TRUSTEES OF UNION COLLEGE HAVE A WRITTEN CONFLICT OF INTEREST POLICY, WHICH REQUIRES OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. QUESTIONNAIRES ARE SENT ANNUALLY TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY. THE RESPONSES TO THE QUESTIONNAIRES ARE REVIEWED BY BOTH THE PRESIDENT'S OFFICE AND FINANCE FOR POTENTIAL CONFLICTS OF INTEREST THAT REQUIRE DISCLOSURE. IF A CONFLICT OF INTEREST IS NOTED, A BOARD MEMBER WOULD HAVE TO RECUSE HIMSELF FROM VOTING, IF SO REQUIRED. 990, PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - President THE COLLEGE UNDERTAKES A THOROUGH AND RIGOROUS PROCESS TO DETERMINE THe PRESIDENT'S COMPENSATION. THE COLLEGE HAS ESTABLISHED AN EXECUTIVE COMPENSATION COMMITTEE THAT ACTS AS A COMMITTEE OF THE BOARD. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, AND GENERAL COUNSEL OF THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD SERVES AS THE CHAIR OF THE COMMITTEE. THE COMMITTEE ACTS AS THE AUTHORIZED BODY UNDER TREASURY REG. 53.4958-6, RESPONSIBLE FOR APPROVING THE COMPENSATION ARRANGEMENTS OF THE PRESIDENT. THE COMMITTEE WILL: A. REVIEW GOALS FOR THE UPCOMING YEAR AND ACCOMPLISHMENTS FOR THE YEAR JUST ENDED. B. OBTAIN APPROPRIATE ANALYSIS AND STUDIES FOR USE IN EVALUATING THE COMPENSATION OF THE PRESIDENT. C. DOCUMENT ITS DELIBERATIONS AND DECISION ESTABLISHING THE PRESIDENT'S COMPENSATION. D. REPORT TO THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY ITS FINDINGS AND ACTIONS. FORM 990, PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS - Officers & Key Employees The College undertakes a similarly detailed process to determine the compensation of the College's officers and key employees (as reported on Part VII of the Form 990) A. The Compensation Committee obtains appropriate analysis and studies from the administration to use as an aid in evaluating the compensation recommendations of the President for these employees. B. The Compensation Committee deliberates on, and approves, all compensation at a meeting and the decisions are documented in committee minutes. FORM 990, PART VI, LINE 19 - availability of documents to the public THE TRUSTEES OF UNION COLLEGE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST and at management's discretion. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE WWW.UNION.EDU and at management's discretion.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES ACTUARIAL ADJUSTMENT ($551,640) ATHLETIC FUNDRAISING EXPENSE $75,168 ATHLETIC SPONSORSHIP AGREEMENT ($8,728) Below-the Line Non-Operating Revenue ($910,049) Loss on Defeasance of Debt ($579,230) ----------- TOTAL ($1,974,479)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ALUMNI COUNCIL OF UNION COLLEGE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 UNION ST ABBE HALLAddressLine1Txt
CitySCHENECTADYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12308ZIPCd
FieldValueIRS element (for citing)
EIN146019466EIN
Primary ActivitiesFundraisingPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11CPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtControlled OrganizationControlledOrganizationInd
CHARITABLE LEAD ANNUITY TRUST (1)
INVESTINGNYUNION COLLEGECLAT$0$0false
CHARITABLE REMAIN ANNUITY TRUST (1)
INVESTINGNYUNION COLLEGEcrat$0$0false
CHARITABLE REMAIN UNITRUST (10)
INVESTINGUNION COLLEGEcrut$0$0false
INCOME BENEFICIARY TR (3)
INVESTINGUNION COLLEGETRUST$0$0false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV LINE 3THE 10 CHARITABLE REMAINDER UNITRUSTS LISTED ON LINE 3 OF PART IV HAVE THE FOLLOWING LEGAL DOMICILES: 2-NY 1-NJ 2-CT 1-FL 1-MO 2-CA 1-PA
PART IV, LINE 4THE 3 INCOME BENEFICIARY TRUSTS LISTED ON LINE 4 PART IV HAVE THE FOLLOWING LEGAL DOMICILES: 2-NY 1-NJ

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