2025-10-22T15:59:14-05:00 2025-06-30 474526160 EFPR GROUP CPAS PLLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2024-07-01 222403203 STATE UNIVERSITY OF NEW YORK AT ONEONTA FOUNDATION CORPORATION STAT 6074362535 108 RAVINE PKWY ALUMNI HALL 038 ONEONTA NY 13820 JULIE PISCITELLO TREASURER 6074362535 2025-10-22 1 0 DAVID A URBAN CPA P00630018 7166340700 2025-10-22 2024 2025-03-06 01:10:19Z PAUL J ADAMO 108 RAVINE PKWY ALUMNI HALL 038 ONEONTA NY 13820 27849592 0 X SUNY.ONEONTA.EDU/SUNY-ONEONTA-FOUNDATION X 1982 NY TO RAISE AND ADMINISTER GIFTS AND GRANTS TO ENHANCE THE ACADEMIC STATUS OF THE UNIVERSITY THROUGH ENDOWMENTS, SCHOLARSHIPS, AND INSTITUTIONAL PROGRAMS. 26 26 0 26 0 0 3218709 4341250 0 0 4601357 7012949 26962 49405 7847028 11403604 3290064 3330550 0 0 0 0 0 0 117034 1831955 2081188 5122019 5411738 2725009 5991866 84322935 91692950 377405 239510 83945530 91453440 TO SUPPORT AND STRENGTHEN THE FUNDRAISING PROGRAMS OF THE STATE UNIVERSITY OF NEW YORK AT ONEONTA SO THAT GIFTS AND GRANTS ARE RAISED FOR STUDENT SCHOLARSHIPS, FACULTY/STUDENT RESEARCH, LECTURESHIPS, AND NUMEROUS ACADEMIC AND INSTITUTIONAL PROGRAMS. 0 0 2989202 2989202 ENDOWMENT - PROVIDED OVER 1,000 SCHOLARSHIPS, AWARDS, AND SUPPORT TO VARIOUS PROGRAM ACTIVITIES SPECIFIC TO THE STATE UNIVERSITY OF NEW YORK AT ONEONTA. 1241917 CAMPUS PROGRAMS - PROVIDE FUNDS TO ACADEMIC PROGRAMS INCLUDING THE BIOLOGICAL FIELD STATION, MILNE LIBRARY, SCIENCE DISCOVERY CENTER, AND OTHER ACTIVITIES. 445080 341348 FUND FOR ONEONTA - PROVIDE FUNDS FOR SCHOLARSHIPS, STUDENT AND FACULTY RESEARCH AWARDS, AND CAMPUS SUPPORT. 4676199 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X X FRANCES ALTHISER 6074362585 108 RAVINE PKWY ALUMNI HALL 038 ONEONTA NY 13820 X DEAN A DAVIS MA PRESIDENT 1.00 X X 0 0 0 NANCY PIERCE MBA VICE PRESIDENT 1.00 X X 0 0 0 LINDA D MCCANN MLS SECRETARY 1.00 X X 0 0 0 JULIE R PISCITELLO TREASURER (EX-OFFICIO) 1.00 X X 0 0 0 PAUL J ADAMO MA EXECUTIVE DIRECTOR (EX-OFFICIO) 1.00 X X 0 0 0 JAMES A AJELLO MA DIRECTOR 1.00 X 0 0 0 ALBERTO J F CARDELLE PHD DIRECTOR (EX-OFFICIO) 1.00 X 0 0 0 ANDREA J CASPER MT DIRECTOR 1.00 X 0 0 0 SEAN T DALY JD DIRECTOR 1.00 X 0 0 0 CAROL R DENSON PHD DIRECTOR 1.00 X 0 0 0 KEITH D DRAYER MBA DIRECTOR 1.00 X 0 0 0 LISA FERRERO MBA DIRECTOR 1.00 X 0 0 0 DARRYL K LINCOLN MBA MED DIRECTOR 1.00 X 0 0 0 HARRY BRADSHAW MATTHEWS DIRECTOR 1.00 X 0 0 0 MORELAND N MURRAY MBA DIRECTOR 1.00 X 0 0 0 DEBORAH M HAMLIN MBA DIRECTOR 1.00 X 0 0 0 WILLIAM P O'DEA PHD DIRECTOR 1.00 X 0 0 0 PAUL I PERLMAN JD DIRECTOR 1.00 X 0 0 0 JANET R PERNA MBA DIRECTOR 1.00 X 0 0 0 WILLIAM J PIETRAFACE PHD DIRECTOR 1.00 X 0 0 0 DANI S SUAREZ DIRECTOR 1.00 X 0 0 0 KEVIN SUCHECKI DIRECTOR 1.00 X 0 0 0 SUSAN I VAN GELDER MPA DIRECTOR 1.00 X 0 0 0 CRYSTAL L WILLIAMS JD DIRECTOR 1.00 X 0 0 0 MICHAEL WILLIAMS CPA DIRECTOR 1.00 X 0 0 0 PAULA WILSON MSW DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 46750 4294500 30886 4341250 1216895 1216895 22229660 16433606 5796054 5796054 5796054 3455 46750 12382 -8927 -8927 OTHER PRIVATE SUPPORT 900099 58332 58332 58332 11403604 0 0 7062354 341348 341348 2989202 2989202 1530 1530 20400 20400 132744 4937 127807 27217 27217 37117 33539 1340 2238 64333 41330 23003 17726 17726 216189 216189 27585 27585 49525 41441 8084 SALARY REIMBURSEMENT 595562 176018 419544 SUPPLIES 441002 441002 SUPPORT & DEVELOPMENT 176653 112077 64576 REPAIRS AND MAINTENANCE 130595 130595 143010 143010 5411738 4676199 618505 117034 11468 178682 532267 1453514 4492705 2406732 2063126 911271 1179440 1151855 74803318 83041394 3303737 3460773 84322935 91692950 115295 8300 262110 231210 377405 239510 X 16024728 17939279 67920802 73514161 83945530 91453440 84322935 91692950 5991866 1516044 0 X X 0 1 X 1 0 X 4590965 4608450 3903195 3218709 4341250 20662569 101528 79172 61950 75972 74457 393079 4692493 4687622 3965145 3294681 4415707 21055648 949859 20105789 761066 975260 894076 1184619 1216895 5031916 19857 22956 14630 35978 58332 151753 26239317 0.76620 0.77720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 1 78601118 2074608 8154912 3205204 85625434 71825238 1122606 8766273 3112999 78601118 66608098 2367020 5711946 2861826 71825238 75888995 3150986 -9630985 2800898 66608098 62292080 1989721 14523613 2916419 75888995 0.19228 0.80772 0.00000 1 0 475280 475280 1393962 763039 630923 169376 123724 45652 24508 24508 0 1151855 CHARITABLE GIFT ANNUITY PAYABLE 231210 231210 X 12887257 1516044 74457 12382 1602883 11284374 119230 119230 11403604 5379347 74457 12382 86839 5292508 119230 119230 5411738 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT IS PRIMARILY USED FOR SCHOLARSHIPS TO STUDENTS OF THE UNIVERSITY AT ONEONTA. IN ADDITION, THERE ARE ENDOWMENT FUNDS IN SUPPORT OF THE LIBRARY, THE BIOLOGICAL FIELD STATION, THE ALUMNI FIELD HOUSE, AS WELL AS NUMEROUS OTHER ACADEMIC AND INSTITUTIONAL PROGRAMS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE FOUNDATION PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY THE FOUNDATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDERAISING EVENT EXPS; NET W/REVENUE 12,382. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDERAISING EVENT EXPS; NET W/REVENUE 12,382. RED DRAGON OPEN 50205 46750 3455 200 2444 7988 1750 50205 46750 3455 200 2444 7988 1750 12382 -8927 0 STATE UNIVERSITY OF NEW YORK AT ONEONTA ALUMNI ASSOCIATION INC 128 ALUMNI HALL ONEONTA NY 13820 371492540 501(C)(3) 341348 0 PROVIDE FUNDS FOR SCHOLARSHIPS, STUDENT AND FACULTY RESEARCH AWARDS, AND CAMPUS SUPPORT. SCHOLARSHIPS AND AWARDS TO STATE UNIVERSITY OF NEW YORK AT ONEONTA STUDENTS 1152 2989202 PART I, LINE 2: THE FOUNDATION/OFFICE OF UNIVERSITY ADVANCEMENT COMMUNICATES SCHOLARSHIP DONOR RESTRICTIONS TO THE FINANCIAL AID OFFICE AND THE FINANCIAL AID OFFICE AWARDS SCHOLARSHIPS BASED ON THESE RESTRICTIONS. SUNY ONEONTA HAS AN ALL ENCOMPASSING DATABASE THAT INCLUDES SCHOLARSHIP AWARDS TO STUDENTS AS WELL AS STUDENTS' BILLS THAT THE SCHOLARSHIPS ARE APPLIED TO. SUNY ONEONTA VOUCHERS THE FOUNDATION FOR THE SCHOLARSHIPS AWARDED AND THE FOUNDATION PAYS SUNY ONEONTA FOR THE SCHOLARSHIPS. IN ADDITION, THE OFFICE OF UNIVERSITY ADVANCEMENT WORKS WITH THE SCHOLARSHIP COORDINATOR TO ENSURE ALL SCHOLARSHIP FUNDS ARE DISTRIBUTED PER DONORS' RESTRICTIONS. X 7 30886 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF STOCK DONATIONS IS DETERMINED BY THE NUMBER OF DONORS, AND THE NAMES OF SECURITIES DONATED. WHERE A SINGLE DONOR MADE DONATIONS OF MORE THAN ONE SECURITY, IT HAS BEEN RECORDED AS MULTIPLE DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION BOARD DESIGNATES ITS AUDIT COMMITTEE WITH THE RESPONSIBILITY FOR THE REVIEW AND RECOMMENDATION FOR APPROVAL OF THE FEDERAL FORM 990 BEFORE IT IS FILED. THE FULL COPY IS PROVIDED TO THE BOARD AT THE FIRST MEETING FOLLOWING COMPLETION. THE BOARD TREASURER IS AUTHORIZED TO SIGN THE FORM 990 UPON APPROVAL BY THE AUDIT COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY AND DISCLOSE POTENTIAL CONFLICTS WHENEVER THEY MAY EXIST. THE BOARD OF DIRECTORS DETERMINES IF A CONFLICT OF INTEREST EXISTS. THE CONFLICTED DIRECTOR IS REQUIRED TO RECUSE HIMSELF/HERSELF FROM DISCUSSION OR MEETING. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT AT THE FOUNDATION OFFICES AND ARE AVAILABLE TO THE PUBLIC AT THE SUNY ONEONTA WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE MEETS WITH THE AUDITORS TO PLAN THE AUDIT AND THEN AGAIN TO REVIEW THE RESULTS OF THE AUDIT. THE AUDIT COMMITTEE REPORTS THE RESULTS OF THE AUDIT TO THE FULL BOARD. THE AUDIT COMMITTEE RECOMMENDS TO THE BOARD, FOR BOARD APPROVAL, ITS SELECTED AUDITOR. STATE UNIVERSITY OF NY AT ONEONTA ALUMNI ASSOCIATION INC 128 ALUMNI HALL ONEONTA NY 13820 371492540 PROGRAM SUPPORT NY 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0