2026-05-07T08:38:06-05:00 2025-06-30 333303535 EFPR ADVISORY LLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2024-07-01 237104179 THE GENESEO FOUNDATION INC GENE 5852455518 1 COLLEGE CIRCLE DOTY 325 GENESEO NY 144541485 ROBERT WALLEY CHAIR 5852455518 2026-04-30 1 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2026-04-30 2024 2025-03-06 01:10:19Z ROBERT WALLEY 1 COLLEGE CIRCLE DOTY 325 GENESEO NY 144541485 23215554 0 X FOUNDATION.GENESEO.EDU X 1971 NY THE GENESEO FOUNDATION PROVIDES FINANCIAL SUPPORT, LEADERSHIP AND ADVOCACY TO THE COLLEGE COMMUNITY WHILE FOSTERING ENGAGEMENT TO ENHANCE THE UNIQUE GENESEO EXPERIENCE AND BUILD AN ENDOWMENT FOR THE FUTURE. 32 32 3 32 0 0 3822997 5814228 350112 274484 544043 742631 0 0 4717152 6831343 2182681 2051888 0 0 69623 27835 79353 72000 167966 3004923 1881776 5336580 4033499 -619428 2797844 50969844 58547982 150567 99354 50819277 58448628 THE GENESEO FOUNDATION PROVIDES FINANCIAL SUPPORT, LEADERSHIP AND ADVOCACY TO THE COLLEGE COMMUNITY WHILE FOSTERING ENGAGEMENT TO ENHANCE THE UNIQUE GENESEO EXPERIENCE AND BUILD AN ENDOWMENT FOR THE FUTURE. 0 0 1499623 1499623 THE GENESEO FOUNDATION PROVIDED SCHOLARSHIPS TOTALING $1,499,623. EXAMPLES INCLUDE MERIT SCHOLARSHIPS FOR OUTSTANDING STUDENTS, MINORITY SCHOLARSHIPS AND ASSISTANTSHIPS AND PROFESSORSHIPS. 172126 172126 THE GENESEO FOUNDATION PROVIDED GRANTS TOTALING $172,126. EXAMPLES INCLUDE RESEARCH AND PROFESSIONAL TRAVEL GRANTS FOR FACULTY AND STAFF AND STUDENT UNDERGRADUATE RESEARCH GRANTS. 1596259 380139 274484 COLLEGE ACTIVITIES WERE SUPPORTED BY THE GENESEO FOUNDATION TO ENRICH THE QUALITY OF EDUCATIONAL PROGRAMS AND CAMPUS LIFE. EXAMPLES INCLUDE PROFESSIONAL CONFERENCES/CONVENTIONS/MEETINGS, PURCHASES OF EQUIPMENT FOR CAMPUS IMPROVEMENT PROJECTS, SUPPORT FOR SPEAKERS AND GUEST LECTURERS, MEMBERSHIP FEES, PURCHASES OF PROFESSIONAL PUBLICATIONS AND PRINTING OF CAMPUS PUBLICATIONS, NEWSLETTERS AND BROCHURES, RECEPTIONS FOR LECTURERS, INTERSHIP PRESENTATIONS, FACULTY/STUDENT AWARD PROGRAMS, AND MINORITY STUDENT PROGRAMS. 3268008 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 33 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X THE GENESEO FOUNDATION INC 5852455606 SUNY GENESEO-DOTY 244 GENESEO NY 144541485 ROBERT WALLEY CHAIR 2.00 X X 0 0 0 CLARE M CUSACK VICE CHAIR 2.00 X X 0 0 0 JESSICA L BLAIR SECRETARY 2.00 X X 0 0 0 ROBERT MURRAY TREASURER 2.00 X X 0 0 0 MICHAEL C BARKMAN BOARD MEMBER 1.00 X 0 0 0 KATHY ACIERNO BARON BOARD MEMBER 1.00 X 0 0 0 MOLLENE BENISON BOARD MEMBER 1.00 X 0 0 0 BARBARA BILODEAU BOARD MEMBER 1.00 X 0 0 0 SCHILLER JOSEPH BOARD MEMBER 1.00 X 0 0 0 THOMAS HENK BOARD MEMBER 1.00 X 0 0 0 STEPHEN R HUEBNER BOARD MEMBER 1.00 X 0 0 0 MARTIN R MISKELL BOARD MEMBER 1.00 X 0 0 0 LOUIS SAPIRMAN BOARD MEMBER 1.00 X 0 0 0 JOHN O'MALLEY BOARD MEMBER 1.00 X 0 0 0 TIMOTHY S OSTRANDER BOARD MEMBER 1.00 X 0 0 0 PAUL R PETERMAN BOARD MEMBER 1.00 X 0 0 0 JESSICA SAVAGE BOARD MEMBER 1.00 X 0 0 0 DONNA BRESKIN BOARD MEMBER 1.00 X 0 0 0 JONNA SHUTOWICK BOARD MEMBER 1.00 X 0 0 0 ANNE I TILLINGHAST BOARD MEMBER 1.00 X 0 0 0 GERALDINE MUOIO BOARD MEMBER 1.00 X 0 0 0 DENISE A BATTLES EX-OFFICIO 1.00 40.00 X X 0 0 0 ELLEN LEVERICH EXECUTIVE DIRECTOR (UNTIL FEB 2025) 40.00 X X 0 194172 39790 TED ACKROYD BOARD MEMBER 1.00 X 0 0 0 MOLLY SMITH METZLER BOARD MEMBER 1.00 X 0 0 0 DAVID E KLEIN BOARD MEMBER 1.00 X 0 0 0 LAURIE BAKER BOARD MEMBER 1.00 X 0 0 0 DAVID BULLWINKLE BOARD MEMBER 1.00 X 0 0 0 HEIDI CANNON BOARD MEMBER 1.00 X 0 0 0 JANE CLAUD BOARD MEMBER 1.00 X 0 0 0 EDDIE LEE BOARD MEMBER 1.00 X 0 0 0 ROBERT MULLER BOARD MEMBER 1.00 X 0 0 0 CARY SILVERMAN BOARD MEMBER 1.00 X 0 0 0 CAROLYN CAMPBELL EXECUTIVE DIRECTOR (BEG. FEB 2025) 40.00 X X 0 0 0 0 194172 39790 0 0 1 0 0 178769 9477 5625982 589843 5814228 COLLEGE ACTIVITY INCOME 611710 274484 274484 274484 133194 133194 16745878 247770 16211514 172697 534364 75073 609437 609437 6831343 274484 0 742631 95081 95081 1956807 1956807 25445 8106 9649 7690 334 107 126 101 2056 655 780 621 5928 5928 42463 42463 72000 72000 106963 106963 23329 6650 16679 308452 308452 873 873 COLLEGE ACTIVITIES 563434 410778 106013 46643 STEWARDSHIP & COMMUNITY 268636 32880 235756 SUPPLIES 265565 245980 5832 13753 OTHER 189098 114766 74332 107035 93523 3033 10479 4033499 3268008 597525 167966 384932 864543 507585 1138257 643564 2535489 13357 1300 729811 720968 45000 218570 45000 1026831 1130854 46413518 51028603 1031676 1082968 50969844 58547982 127928 81756 22639 17598 150567 99354 X 2068994 2726884 48750283 55721744 50819277 58448628 50969844 58547982 2797844 4831507 0 X X 0 1 X 1 0 X 2865805 4480477 3161240 3822997 5814228 20144747 2552187 2674998 3043847 2293506 2355219 12919757 5417992 7155475 6205087 6116503 8169447 33064504 33064504 119834 98335 38736 113808 133194 503907 23772 23772 33592183 1372674 0.98430 0.98100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 848419 X X 0 41663666 2310869 5285532 1749850 47510217 36454545 1252896 5078951 1122726 41663666 33700961 1094733 3259649 1600798 36454545 38419551 2191136 -4916923 1992803 33700961 29597804 1046068 9098092 1322413 38419551 0.06054 0.63893 0.30053 1 0 45000 45000 45000 CCI-OCIO GLOBAL PRIVATE EQUITY FUND IV 902657 F CF CREDIT SERIES 3773195 F CF REIT PORTFOLIO, LLC 1871183 F CF STRATEGIC SOLUTIONS GLOBAL EQUITY LLC 25517474 F CITY NATIONAL BANK DDA-SSB&T 37696 F CITY NATIONAL ROCHDALE GOVERMENT MM FUND 371558 F COMMONFUND PRIVATE CREDIT FUND II, L.P. 610163 F COMMONFUND PRIVATE CREDIT FUND III, L.P. 134939 F COMMONFUND REAL ESTATE & INFRASTRUCTURE OPP FD III 151541 F COMMONFUND REAL ESTATE OPPORTUNITY FD II 1100512 F DELEHANTY ANN M U/W 577051 F ENVIRONMENTAL SUSTAINABILITY PRTNRS 2020 463081 F ENVIRONMENTAL SUSTAINABILITY PRTNRS II 59018 F FIDELITY 500 INDEX-SSB&T 1171851 F FIDELITY U.S. BOND INDEX FUND-SSB&T 464642 F GLOBAL ABSOLUTE ALPHA COMPANY D 2505977 F GMO RESOURCES CLASS R6-SSB&T 1571825 F HIGH QUALITY BOND FUND 6830638 F NATURAL RESOURCE PARTNERS XII-SSB&T 182128 F OCIO GLOBAL PRIVATE EQUITY FUND V-SSB&T 227459 F SECONDARY PARTNERS IV 294311 F STRATEGIC SOLUTIONS CORE REAL ESTATE FD. 1365319 F VENTURE PARTNERS XIV 687619 F VENTURE PARTNERS XV 156766 F 51028603 ANNUITY AND LIFE INCOME OBLIGATION 17598 17598 X 13911106 4831507 2355219 7186726 6724380 106963 106963 6831343 6281755 2355219 2355219 3926536 106963 106963 4033499 PART III, LINE 4: THE COLLECTION IS A TEACHING TOOL THAT FURTHERS THE EDUCATIONAL EXPERIENCES OF OUR STUDENTS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 330 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH FASB ASC 740-10-50, THE FOUNDATION RECOGNIZES TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THE FOUNDATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE EXEMPT FOUNDATION'S INFORMATIONAL RETURNS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2505977 0 0 0 0 0 0 2505977 0 2505977 1 0 1 0 0 0 PART IV, LINE 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD FOR OWNERSHIP OR OTHER FILING REQUIREMENTS. X X 1 PHILANTHROPIC FUNDRAISING LLC 36 W 6TH STREET FREDERICK MD 21701 FUNDRAISING CONSULTING 0 0 72000 -72000 72000 -72000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) FEE FOR PROFESSIONAL SERVICES INCLUDES DIGITAL REMARKETING, DYNAMIC AD, FISCAL YEAR END CAMPAIGN MAILING TO 5,000 DONORS AND LEAD FORM. 1 STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO ONE COLLEGE CIRCLE GENESEO NY 144541485 146013200 IRC SECTION 115 95081 0 TO ASSIST THE COLLEGE IN PROVIDING ACTIVITIES THAT WILL ENRICH THE QUALITY OF EDUCATIONAL PROGRAMS AND CAMPUS LIFE. 1 0 THE GENESEO FOUNDATION PROVIDED SCHOLARSHIPS INCLUDING MERIT SCHOLARSHIPS FOR OUTSTANDING STUDENTS, MINORITY SCHOLARSHIPS AND ASSISTANTSHIPS AND PROFESSORSHIPS. 843 1499623 THE GENESEO FOUNDATION PROVIDED RESEARCH AND PROFESSIONAL TRAVEL GRANTS FOR FACULTY AND STAFF AND STUDENT UNDERGRADUATE RESEARCH GRANTS. 208 172126 THE GENESEO FOUNDATION PROVIDED MONETARY AWARDS TO STUDENTS AT THE END OF A SCHOOL YEAR TO ACKNOWLEDGE THEIR HARD WORK AND EXTRAORDINARY ACADEMIC PERFORMANCE DURING THAT YEAR. 129 64320 THE GENESEO FOUNDATION PROVIDED AWARDS TO FACULTY OR STUDENTS TO AID IN PROJECT COMPLETION, USUALLY INVOLVING TRAVEL OR RESEARCH OF SOME SORT ON OR OFF CAMPUS. 131 220738 PART I, LINE 2: GRANTS AT SUNY GENESEO ARE AWARDED BY THE COLLEGE'S RESEARCH COUNCIL. THERE ARE A NUMBER OF PEOPLE INVOLVED IN MONITORING AS STUDENTS SPEND THEIR GRANT MONEY. THIS IS ACCOMPLISHED BY THE OFFICE OF SPONSORED RESEARCH, ACCOUNTING, THE STUDENT'S FACULTY SPONSOR FOR THE RESEARCH, AND THE PERSON IN CHARGE OF COMPLETING PURCHASE ORDERS FOR THE GRANTS. 0 0 0 0 0 0 0 0 0 ELLEN LEVERICH EXECUTIVE DIRECTOR (UNTIL FEB 2025) 0 194172 0 0 0 0 0 15901 0 23889 0 233962 0 0 PART I, LINE 3 THE STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO (THE "COLLEGE"), A RELATED ORGANIZATION, CONTRIBUTES PERSONNEL TO THE FOUNDATION. THE COLLEGE PAYS COMPENSATION AND RELATED BENEFITS TO ELLEN LEVERICH WHO DEVOTES THEIR EFFORTS TO THE ACTIVITIES OF THE FOUNDATION. THE COLLEGE HAS PROCESSES AND PROCEDURES FOR ESTABLISHING COMPENSATION. SCHEDULE J, PART II: THE COMPENSATION INCLUDED IN ROW (II) REPRESENTS COMPENSATION FROM THE STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO (THE "COLLEGE"). X 20 411074 FMV X VARIOUS OFFICE SUPPLIES, POSTAGE, PHONE ETC. 1 178769 COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DENISE A. BATTLES IS THE PRESIDENT OF SUNY GENESEO, A RELATED ORGANIZATION, AND AN EX-OFFICIO BOARD MEMBER OF THE FOUNDATION. DENISE A. BATTLES SERVES AS AN EX-OFFICIO BOARD MEMBER OF THE FOUNDATION ON A VOLUNTEER BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FOR ACCURACY BY THE FINANCE COMMITTEE, PROVIDED TO THE BOARD, AND THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE ASKED TO COMPLETE A STATEMENT AT THE FIRST MEETING OF THE YEAR STATING WHAT, IF ANY, CONFLICTS OF INTEREST HAVE ARISEN. FORM 990, PART VI, SECTION B, LINE 15 THE STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO (THE "COLLEGE"), A RELATED ORGANIZATION, CONTRIBUTES PERSONNEL TO THE FOUNDATION. THE COLLEGE PAYS COMPENSATION AND RELATED BENEFITS OF APPROXIMATELY TWENTY-FIVE FULL-TIME EQUIVALENT EMPLOYEES WHO DEVOTE THEIR EFFORTS TO THE ACTIVITIES OF THE FOUNDATION. THE COLLEGE HAS A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS IS CONSISTENT WITH PRIOR YEARS. GENFOU PROPERTIES LLC ONE COLLEGE CIRCLE DOTY 325 GENESEO NY 14454 205319436 TO HOLD AND MANAGE CERTAIN REAL ESTATE NY 50000 THE GENESEO FOUNDATION INC DELEHANTY ANN M UW PO BOX 1802 PROVIDENCE RI 029011802 166272324 TRUST FOR THE BENEFIT OF THE GENESEO FOUNDATION, INC. NY 501(C)(3) THE GENESEO FOUNDATION INC 1 STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO ONE COLLEGE CIRCLE GENESEO NY 144541485 146013200 HIGHER EDUCATION NY IRC SECTION 115 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 DELEHANTY ANN M UW A 33835 CASH STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO B 95081 CASH STATE UNIVERSITY OF NEW YORK COLLEGE AT GENESEO C 178769 IN-KIND