2026-04-30T13:28:11-05:00 2025-06-30 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990 2024-07-01 237412413 STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE FOUNDATION INC STAT 3157927273 100 SEYMOUR ROAD UTICA NY 13502 ANDREA LAGATTA EXECUTIVE DIRECTOR 3157927273 2026-04-29 1 1 THOMAS J GIUFRE P00841958 3154463600 2026-04-29 2024 2025-03-06 01:10:19Z ANDREA LAGATTA 100 SEYMOUR ROAD UTICA NY 13502 5710343 0 X WWW.SUNYPOLY.EDU/FOUNDATION X 1974 NY THE STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE FOUNDATION OPERATES PRIMARILY TO ENCOURAGE AND RECEIVE CHARITABLE CONTRIBUTIONS FOR THE BENEFIT OF THE STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE (SUNY POLY). 14 11 0 200 0 0 1197126 1627016 0 0 795546 772541 -36402 -37944 1956270 2361613 1551881 1176125 0 0 0 0 0 0 34777 300812 224511 1852693 1400636 103577 960977 10265639 11600782 112646 111850 10152993 11488932 THE STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE FOUNDATION OPERATES PRIMARILY TO ENCOURAGE AND RECEIVE CHARITABLE CONTRIBUTIONS FOR THE BENEFIT OF THE STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE (SUNY POLY). 0 0 506493 506493 SCHOLARSHIP AND ASSISTANCE TO ELIGIBLE INDIVIDUALS ATTENDING SUNY POLY. 514 SCHOLARSHIPS GIVEN OUT. 669632 669632 GRANTS AWARDED TO SUPPORT SUNY POLY CAMPUS ACTIVITIES, OTHER THAN SCHLOARSHIPS. THE SUPPORTED ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, FUNDING OF AWARDS, SUPPORTING FACULTY, CAMPUS AND COMMUNITY ACTIVITIES, GRADUATION AND CLUB ACTIVITIES. 1176125 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JOHN M REALE 3157927341 100 SEYMOUR ROAD UTICA NY 13502 LYNN ROSEN MEMBER 0.20 X 0 0 0 LOUIS LEOGRANDE MEMBER 0.30 X 0 0 0 SCOTT MCCARTNEY MEMBER 0.30 X 0 0 0 HEATHER HAGE MEMBER 0.20 X 0 0 0 ANTHONY VENNERO CHAIR 0.20 X X 0 0 0 JOANNE DONARUMA WADE MEMBER 0.20 X 0 0 0 JOHN HOBIKA JR MEMBER 0.30 X 0 0 0 JASMINKA HUSIC VICE CHAIR 0.30 X X 0 0 0 MEGAN DISCHIAVO FACULTY REP 0.20 39.80 X 0 94849 60163 MARY ELLEN BURDICK TREASURER 0.50 39.50 X X 0 211032 133858 TRICIA STICCA MEMBER 0.20 X 0 0 0 BRITTANY MORAWIEC DIRECTOR OF COLLEGE HOUSING 0.20 39.80 X 0 90955 57693 JENNIFER TOWNS MEMBER 0.20 X 0 0 0 GINA SURACE MEMBER 0.20 X 0 0 0 ANDREA LAGATTA EXECUTIVE DIRECTOR 40.00 X 0 149633 94912 0 546469 346626 0 0 1 0 0 289936 51053 1286027 40731 1627016 459354 459354 3623973 3310786 313187 313187 313187 0 289936 37944 -37944 -37944 2361613 0 0 734597 669632 669632 506493 506493 12000 12000 5688 5688 10474 10474 158714 158714 SPECIAL EVENTS 23886 23886 FUNDRAISING ACTIVITIES 10891 10891 BANKING EXPENSE 2085 2085 ALL OTHER EXPENSES 773 773 1400636 1176125 189734 34777 919713 339358 21172 21193 37195 191958 27826 43928 2170 0 2402 2170 9257331 11002175 10265639 11600782 88646 88340 24000 23510 112646 111850 X 578080 658429 9574913 10830503 10152993 11488932 10265639 11600782 960977 374962 0 X X 0 1 X 1 0 X 1741024 2575374 984748 1197126 1627016 8125288 1741024 2575374 984748 1197126 1627016 8125288 2904230 5221058 268392 359388 405310 486416 459354 1978860 10104148 0.51670 0.59570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5563636 465349 830032 236024 -1363091 116932 7869152 8127432 54578 1079244 248837 3319725 129056 5563636 7437760 83747 1011646 279047 126674 8127432 7419456 1073979 -696657 286097 389 72532 7437760 6072139 23361 1629888 230997 520 74415 7419456 0.36323 0.63677 0 1 1 2170 2170 2170 EQUITY FUND 11002175 F 11002175 X 2888447 374962 272642 37944 685548 2202899 158714 158714 2361613 1552508 272642 37944 310586 1241922 158714 158714 1400636 PART V, LINE 4: THE ENDOWMENT FUNDS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES THAT HAVE BEEN RESTRICTED BY DONORS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A FOUNDATION QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS ALSO BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY WHICH IS NOT A PRIVATE FOUNDATION. AS OF JUNE 30, 2025 AND 2024, THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR ANY ACCRUED INTEREST OR PENALTIES AS EXPENSES. IT IS THE FOUNADATION'S POLICY TO RECOGNIZE ANY INTEREST AND PENALTIES AS EXPENSES. THE TAX YEARS OPEN TO EXAMINATION BY THE FEDERAL AND NEW YORK STATE TAXING AUTHORITIES ARE 2022 THROUGH 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN PART VIII 37,944. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES INCLUDED IN PART VIII 37,944. DAY OF GIVING 254110 254110 9754 SARATOGA EVENT 35826 35826 8930 19260 289936 289936 18684 19260 37944 -37944 1 STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE 100 SEYMOUR ROAD UTICA NY 13502 146013200 669632 0 FMV CAMPUS SUPPORT, DEVELOPMENT AND EVENTS STUDENT SCHOLARSHIPS 514 506493 0 0 0 0 0 0 0 0 0 MARY ELLEN BURDICK TREASURER 0 211032 0 0 0 0 0 0 0 133858 0 344890 0 0 ANDREA LAGATTA EXECUTIVE DIRECTOR 0 149633 0 0 0 0 0 0 0 94912 0 244545 0 0 MEGAN DISCHIAVO FACULTY REP 0 94849 0 0 0 0 0 0 0 60163 0 155012 0 0 X 6 5208 X EQUIPMENT 24 32523 X GIFT CARDS 1 3000 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL MANAGE THE AFFAIRS OF THE FOUNDATION. UNTIL FURTHER ACTION BY THE BOARD, THE SIZE OF THE BOARD SHALL BE AT LEAST 15 BUT NO MORE THAN 25 DIRECTORS. IT SHALL BE THE DUTY OF THE NOMINATING COMMITTEE TO ACCRUE A LIST OF POTENTIAL BOARD OF DIRECTORS MEMBERS AND FROM THIS POOL NOMINATE CANDIDATES FOR BOARD OF DIRECTORS AND OFFICERS TO BE ELECTED AT THE ANNUAL MEETING HELD IN THE FALL OF THE YEAR, OR UPON OCCURRENCE OF A VACANCY. THE NOMINATING COMMITTEE SHALL REPORT ITS LIST OF NOMINEES FOR VACANCIES TO THE BOARD OF DIRECTORS AT A REGULAR MEETING TO BE VOTED UPON AT THE FOLLOWING MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD VOTES ON ISSUES AT THEIR REGULAR MEETINGS. BETWEEN MEETINGS THE EXECUTIVE COMMITTEE HAS AUTHORITY FOR DAY TO DAY MANAGEMENT DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD REVIEWS AND VOTES TO ACCEPT THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE SECRETARY OF THE CORPORATION SHALL DISTRIBUTE ANNUALLY TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES (AS IDENTIFIED BY THE CORPORATION), A FORM SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION AND WHETHER THE PROCESS FOR APPROVAL SET FORTH WAS USED. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY ON AN ANNUAL BASIS. THE PRESIDENT UTILITZES THE COMPARATIVE DATA ON COMPENSATION AND BENEFITS FOR STATE UNIVERSITIES OF COMPARABLE SIZE. FORM 990, PART VI, SECTION C, LINE 18 GRANTED UPON WRITTEN REQUEST OF AN INDIVIDUAL, ALL FORMS ARE AVAILABLE AT THE ORGANIZATIONS ADMINISTRATIVE OFFICES DURING NORMAL BUSINESS HOURS. A REPRESENTATIVE FROM THE ORGANIZATION WILL BE PRESENT AT ALL TIMES DURING THE REVIEW. UPON REQUEST, COPIES OF THE FORMS WILL BE PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 GRANTED UPON WRITTEN REQUEST OF AN INDIVIDUAL, ALL FORMS ARE AVAILABLE AT THE ORGANIZATIONS ADMINISTRATIVE OFFICES DURING NORMAL BUSINESS HOURS. A REPRESENTATIVE FROM THE ORGANIZATION WILL BE PRESENT AT ALL TIMES DURING THE REVIEW. UPON REQUEST, COPIES OF THE FORMS WILL BE PROVIDED. FORM 990, PART XII, LINE 2C THERE IS NO CHANGE FROM THE PRIOR YEAR. STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE (SUNY POLY) 100 SEYMOUR ROAD UTICA NY 13502 146013200 EDUCATION NY N/A N/A N/A 0 SUNY POLYTECHNIC INSTITUTE AUXILIARY SERVICES CORPORATION 100 SEYMOUR ROAD UTICA NY 13502 161017742 AUXILIARY ENTERPRISE SERVICES NY 501(C)(3) LINE 11 STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE (SUNY POLY) 0 STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE STUDENT ASSOCIATION INC 100 SEYMOUR ROAD UTICA NY 13502 161471904 ENSURE THE QUALITY OF LIFE FOR STUDENTS AT THE SUNY POLY CAMPUSES NY 501(C)(3) LINE 5 STATE UNIVERSITY OF NEW YORK POLYTECHNIC INSTITUTE (SUNY POLY) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0