2025-10-07T08:49:24-05:00 2024-12-31 332457480 INSERO ADVISORS LLC 20 THORNWOOD DRIVE ITHACA NY 14850 990 2024-01-01 461979945 THE FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC FRIE 2038636403 P H BARTELS 400 ATLANTIC ST 4TH FL STAMFORD CT 06901 PHILIP H BARTELS ASSISTANT SECRETARY 2038636403 2025-10-06 1 0 DUANE SHOEN P00503316 6072724444 2024 2025-03-06 01:10:19Z PHILIP H BARTELS P H BARTELS 400 ATLANTIC ST 4TH FL STAMFORD CT 06901 12118253 0 X NONE X 2013 DE TO PROVIDE SUPPORT AND BENEFIT CORNELL UNIVERSITY, MORE SPECIFICALLY TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE CORNELL LABORATORY OF ORNITHOLOGY, AN ADMINISTRATIVE AND ACADEMIC UNIT OF THE UNIVERSITY. 7 7 0 9 0 0 162782 297596 0 0 2069664 2507602 0 0 2232446 2805198 1783000 1783000 0 0 0 0 0 0 0 20366 13000 1803366 1796000 429080 1009198 111599577 130787615 0 0 111599577 130787615 TO SUPPORT AND BENEFIT CORNELL UNIVERSITY, MORE SPECIFICALLY TO SUPPORT THE ACTIVITIES AND PROGRAMS OF THE CORNELL LABORATORY OF ORNITHOLOGY, AN ADMINISTRATIVE AND ACADEMIC UNIT OF THE UNIVERSITY. 0 0 1783000 1783000 GRANT MADE TO THE CORNELL LAB OF ORNITHOLOGY IN SUPPORT OF ITS ACTIVITIES AND PROGRAMS 1783000 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 X PHILIP H BARTELS 2038636403 400 ATLANTIC ST 4TH FL STAMFORD CT 06901 EDWIN MORGENS PRESIDENT 0.30 X X 0 0 0 LINDA MACAULAY VICE PRESIDENT/TREASURER 0.30 X X 0 0 0 RUSSELL FAUCETT SECRETARY 0.30 X X 0 0 0 JAMES ADELSON DIRECTOR 0.30 X 0 0 0 EILEEN WALKER DIRECTOR 0.30 X 0 0 0 ROBERT BERRY DIRECTOR 0.30 X 0 0 0 BEN HOULTON DIRECTOR 0.30 X 0 560634 58270 PHILIP BARTELS ASSISTANT SECRETARY 0.30 X 0 0 0 LAURA SYER ASSISTANT SECRETARY 0.30 X 0 378227 63412 0 938861 121682 0 0 1 0 0 297596 297596 1346249 1346249 10474408 9313055 1161353 1161353 1161353 2805198 0 0 2507602 1783000 1783000 13000 13000 1796000 1783000 13000 0 532568 2460453 13659815 12799290 3670105 3817056 93737089 111710816 111599577 130787615 0 0 X 60072511 72889118 51527066 57898497 111599577 130787615 111599577 130787615 1009198 18178840 0 X X 0 1 X 0 0 X X 1 CORNELL UNIVSERSITY SPECIFICALLY THE CORNELL LAB OF ORNITHOLOGY 150532082 2 1 1783000 0 1 1783000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38867251 8014956 1783000 45099207 34257679 6392572 1783000 38867251 25294741 15513578 -5440640 1110000 34257679 6197074 17517410 1780257 200000 25294741 1448628 4000000 748446 6197074 0.03063 0.66398 0.30539 0 0 0 FIDELITY CONTRAFUND MUTUAL FUND 29386225 F ISHARES RUSSELL 2000 ETF 18404697 F SPDR S&P500 EFT TRUST 29646291 F VANGUARD TAX-MANAGED INTL FD 9455618 F BERKSHIRE HATHAWAY STOCK 20427600 F U.S. TREASURY BONDS 4390385 F 111710816 20984038 18178840 18178840 2805198 0 2805198 1796000 0 1796000 0 1796000 PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO BE USED TO FUND ENVIRONMENTAL CONSERVATION MEDIA PUBLICATIONS, VIDEO PRODUCTIONS, THE CONSERVATION BIOACOUSTICS PROGRAM, POSTDOCTORAL FELLOWSHIP PROGRAM, DIRECTOR'S FUND AND THE CONSERVATION EDUCATION PROGRAM. 1 CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 150532082 501(C)(3) 1783000 0 TO PROVIDE OPERATING FUNDS TO THE COLLEGE'S LAB OF ORNITHOLOGY 1 0 PART I, LINE 2: FOUR OF THE DIRECTORS OF THE ORGANIZATION ARE ALSO MEMBERS OF THE CORNELL LAB OF ORNITHOLOGY'S ADMINISTRATIVE BOARD WHICH ADMINISTERS THE LAB'S ANNUAL BUDGET. THE LAB'S REVENUE AND EXPENSES ARE REVIEWED ANNUALLY BY THE FOUR MEMBERS IN THEIR DUAL CAPACITIES AS OFFICERS OF THE ORGANIZATION AND AS MEMBERS OF ADMINISTRATIVE BOARD TO ENSURE THAT THE GRANTS MADE BY THE ORGANIZATION TO CORNELL ARE USED TO SUPPORT THE LAB'S ACTIVITIES AND PROGRAMS. 0 0 0 0 0 0 0 0 0 BEN HOULTON DIRECTOR 0 560634 0 0 0 0 0 24855 0 33415 0 618904 0 0 LAURA SYER ASSISTANT SECRETARY 0 378227 0 0 0 0 0 33000 0 30412 0 441639 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE THEN SERVING VOTING DIRECTORS OF THE CORPORATION ARE THE ONLY MEMBERS OF THE CORPORATION FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD OF THE ORGANIZATION CONSISTS OF SEVEN DIRECTORS APPOINTED AS FOLLOWS: (I)ONE DIRECTOR IS APPOINTED BY THE PRESIDENT OF CORNELL UNIVERSITY, IN CONSULTATION WITH THE DEAN OF THE COLLEGE OF AGRICULTURE AND LIFE SCIENCES OF THE UNIVERSITY, (II)THREE MEMBERS ARE APPOINTED BY THE PRESIDENT OF CORNELL UNIVERSITY, IN CONSULTATION WITH THE DEAN OF THE COLLEGE OF AGRICULTURE AND LIFE SCIENCES OF THE UNIVERSITY, FROM SLATE OF NOMINEES PRESENTED BY THE ADMINISTRATIVE BOARD OF THE CORNELL LAB OF ORNITHOLOGY, AND (III) THREE DIRECTORS ARE APPOINTED BY THE ADMINISTRATIVE BOARD OF THE CORNELL LAB OF ORNITHOLOGY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS AN INVESTMENT COMMITEE WHICH HAS NO AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO ALL TRUSTEES AND THE ORGANIZATION'S ATTORNEY FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S ATTORNEY IS THE CONFLICT OF INTEREST COMPLIANCE OFFICER AND ALSO OVERSEES THE ORGANIZATION'S OPERATIONS. HE MONITORS FOR CONFLICTS ON AN ONGOING BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS FOR AUDIT OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR. CORNELL UNIVERSITY 341 PINE TREE ROAD ITHACA NY 14850 150532082 UNIVERSITY NY 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CORNELL UNIVERSITY B 1783000 CASH