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Nonprofiteer
← SKIDMORE COLLEGE

Form 990 for tax year 2023

Filed by SKIDMORE COLLEGE.

Totals

Total revenue
$292,647,632
Total expenses
$262,713,031
Contributions and grants received
$34,184,462
Grants paid
$73,411,000
Program service revenue
$227,097,482
Investment income
$31,051,538
Other revenue
$314,150
Total assets, end of year
$1,047,776,018
Total liabilities, end of year
$169,809,661
Net assets or fund balances, end of year
$877,966,357
Program services expenses (Part IX)
$220,139,220
Management and general expenses
$35,848,792
Fundraising expenses
$6,725,019
Program service expenses (Part III)
$220,139,220

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $22,140

  • 1e · Government grants (contributions)

    $3,786,457

  • 1f · All other contributions, gifts and grants

    $30,375,865

  • 1g · Noncash contributions included above

    $5,655,427

  • 2a · Program service revenue: TUITION & FEES

    total $177,816,973 · related or exempt $177,816,973

  • 2b · Program service revenue: AUXILIARY ENTERPRISES

    total $42,894,246 · related or exempt $40,905,316 · unrelated business $464,254 · excluded $1,524,676

  • 2c · Program service revenue: OTHER SOURCES

    total $6,386,263 · related or exempt $6,027,980 · excluded $358,283

  • 3 · Investment income

    total $7,782,946 · excluded $7,782,946

  • 7a · Gross sales of assets other than inventory

    securities $216,763,774

  • 7b · Less cost or other basis and sales expenses

    securities $191,320,059 · other assets $2,175,123

  • 7c · Gain or loss

    securities $25,443,715 · other assets -$2,175,123

  • 7d · Net gain or loss

    total $23,268,592 · excluded $23,268,592

  • 8a · Fundraising events: gross income

    $185,650

  • 8a · Fundraising events: contributions included on line 1c

    $22,140

  • 8b · Fundraising events: direct expenses

    $127,520

  • 8c · Net income from fundraising events

    total $58,130 · excluded $58,130

  • 11a · Other revenue: PASS-THROUGH ENTITIES

    total $256,020 · unrelated business $256,020

  • 11e · Other revenue, total

    $256,020

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $73,000 · program services $73,000

  • 2 · Grants to domestic individuals

    total $73,338,000 · program services $73,338,000

  • 5 · Compensation of officers, directors and key employees

    total $2,934,658 · program services $868,593 · management and general $1,760,728 · fundraising $305,337

  • 7 · Other salaries and wages

    total $79,614,785 · program services $62,867,761 · management and general $13,290,206 · fundraising $3,456,818

  • 8 · Pension plan contributions

    total $7,348,240 · program services $5,763,188 · management and general $1,251,132 · fundraising $333,920

  • 9 · Other employee benefits

    total $21,236,789 · program services $14,936,422 · management and general $5,671,597 · fundraising $628,770

  • 10 · Payroll taxes

    total $5,724,267 · program services $4,456,898 · management and general $1,023,592 · fundraising $243,777

  • 11b · Fees: legal

    total $445,050 · program services $98,159 · management and general $346,891

  • 11c · Fees: accounting

    total $112,178 · program services $1,454 · management and general $110,724

  • 11g · Fees: other

    total $10,518,466 · program services $7,506,090 · management and general $2,282,895 · fundraising $729,481

  • 12 · Advertising and promotion

    total $863,453 · program services $595,724 · management and general $170,684 · fundraising $97,045

  • 16 · Occupancy

    total $3,176,890 · program services $618,603 · management and general $2,558,287

  • 17 · Travel

    total $3,005,711 · program services $2,267,880 · management and general $299,407 · fundraising $438,424

  • 19 · Conferences, conventions and meetings

    total $808,788 · program services $801,373 · management and general $7,415

  • 20 · Interest

    total $4,310,791 · program services $4,310,791

  • 22 · Depreciation, depletion and amortization

    total $18,937,714 · program services $18,937,714

  • 23 · Insurance

    total $1,843,138 · program services $252,328 · management and general $1,590,810

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $6,028,581 · program services $3,049,595 · management and general $2,969,102 · fundraising $9,884

  • 24b · Other expenses: COST OF GOODS SOLD

    total $5,243,080 · program services $5,243,080

  • 24c · Other expenses: SUPPLIES

    total $3,530,444 · program services $2,938,178 · management and general $549,887 · fundraising $42,379

  • 24d · Other expenses: UNRELATED BUSINESS TAXE

    total $2,480 · management and general $2,480

  • 24e · All other expenses

    total $13,616,528 · program services $11,214,389 · management and general $1,962,955 · fundraising $439,184

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,541,894 · end of year $35,589

  • 2 · Savings and temporary cash investments

    beginning of year $39,589,786 · end of year $45,244,727

  • 3 · Pledges and grants receivable

    beginning of year $15,651,479 · end of year $16,407,354

  • 4 · Accounts receivable

    beginning of year $2,626,190 · end of year $2,113,718

  • 7 · Other notes and loans receivable

    beginning of year $279,067 · end of year $231,943

  • 8 · Inventories for sale or use

    beginning of year $534,088 · end of year $448,282

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,245,879 · end of year $2,239,466

  • 10a · Land, buildings and equipment: cost or other basis

    $712,133,085

  • 10b · Land, buildings and equipment: accumulated depreciation

    $354,838,973

  • 10c · Land, buildings and equipment, net

    beginning of year $327,040,292 · end of year $357,294,112

  • 12 · Investments: other securities

    beginning of year $584,255,842 · end of year $623,760,827

  • 15 · Other assets

    beginning of year $66,589 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $60,195,238 · end of year $58,503,301

  • 19 · Deferred revenue

    beginning of year $8,261,999 · end of year $6,752,229

  • 20 · Tax-exempt bond liabilities

    beginning of year $108,900,676 · end of year $104,108,143

  • 25 · Other liabilities

    beginning of year $586,655 · end of year $445,988

  • 27 · Net assets without donor restrictions

    beginning of year $461,243,298 · end of year $512,406,916

  • 28 · Net assets with donor restrictions

    beginning of year $334,643,240 · end of year $365,559,441

Mission and programs · 2023

Mission

THE EDUCATION OF PREDOMINANTLY FULL-TIME UNDERGRADUATES, A DIVERSE POPULATION OF TALENTED STUDENTS WHO ARE EAGER TO ENGAGE ACTIVELY IN THE LEARNING PROCESS. THE COLLEGE SEEKS TO PREPARE LIBERALLY EDUCATED GRADUATES TO CONTINUE THEIR QUEST FOR KNOWLEDGE AND TO MAKE THE CHOICES REQUIRED OF INFORMED, RESPONSIBLE CITIZENS. SKIDMORE FACULTY AND STAFF CREATE A CHALLENGING YET SUPPORTIVE ENVIRONMENT THAT CULTIVATES STUDENTS' INTELLECTUAL AND PERSONAL EXCELLENCE, ENCOURAGING THEM TO EXPAND THEIR EXPECTATIONS OF THEMSELVES WHILE THEY ENRICH THEIR ACADEMIC UNDERSTANDING.

Activities or mission (Part I)

HIGHER EDUCATION

  • INSTRUCTION AND RESEARCH: INCLUDES ALL EXPENSES FOR ALL ACTIVITIES THAT ARE A PART OF THE COLLEGE'S INSTRUCTIONAL PROGRAM. THE COLLEGE PROVIDES LIBERAL ARTS EDUCATION TO APPROXIMATELY 2720 STUDENTS AND MAINTAINS A STUDENT TO FACULTY RATIO OF APPROXIMATELY 8:1.

    Expenses $58,761,440 · Revenue $177,816,973

  • STUDENT AID: INCLUDES EXPENSES FOR SCHOLARSHIPS IN THE FORM OF GRANTS TO STUDENTS, RESULTING FROM SELECTION BY THE INSTITUTION FROM A NEEDS-BASED PROGRAM. CURRENTLY, APPROXIMATELY 53% OF SKIDMORE STUDENTS ARE RECEIVING SCHOLARSHIPS, GRANTS, LOANS, AND/OR WORK AWARDS WHICH ARE OFFERED SINGLY OR IN VARIOUS COMBINATIONS.

    Expenses $73,338,000 · Grants $73,338,000 · Revenue $642

  • INSTITUTIONAL SUPPORT: INCLUDES EXPENSES FOR CENTRAL ADMINISTRATIVE LEVEL ACTIVITIES CONCERNED WITH MANAGEMENT OF THE ENTIRE INSTITUTION. ORGANIZATIONAL UNITS INCLUDE FISCAL OPERATIONS, PLANNING AND BUDGETING, HUMAN RESOURCES, PURCHASING, CAMPUS SAFETY, INFORMATION TECHNOLOGY, ETC.

    Expenses $28,695,509

  • HIGHER EDUCATION: OTHER: INCLUDES STUDENT SERVICES, ACADEMIC SUPPORT AND OTHER AUXILIARY ENTERPRISES. STUDENT SERVICES INCLUDES EXPENSES FOR ORGANIZATIONAL UNITS THAT PROVIDE SUPPORT TO STUDENTS. THESE UNITS INCLUDE HEALTH SERVICES, COUNSELING CENTER, ATHLETICS, INTERFAITH PROGRAMS, ETC. ACADEMIC SUPPORT INCLUDES ALL EXPENSES FOR ALL ACTIVITIES THAT ARE PART OF THE COLLEGE'S ACADEMIC MISSION. AUXILIARY ENTERPRISES INCLUDES EXPENSES FOR ORGANIZATIONAL UNITS THAT EXIST TO FURNISH GOODS OR SERVICES TO STUDENTS, FACULTY AND STAFF, AND THAT CHARGE A FEE DIRECTLY RELATED TO THE COST OF THE GOODS OR SERVICES. FACILITIES INCLUDE TWELVE DORMS AND APARTMENT COMPLEXES PROVIDING HOUSING TO APPROXIMATELY 2220 STUDENTS, TWO DINING HALLS, A BOOKSTORE, SNACK BAR, CHILD CENTER, AND TELEPHONE SERVICES.

    Expenses $59,344,271 · Grants $73,000 · Revenue $46,932,654

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Marc Conner

    PRESIDENT

    Total calculated
    $705,100
    From this org
    $581,750
    From related orgs
    $0
    Other
    $123,350
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $581,750
    Bonus
    $0
    Other
    $0
    Deferred
    $39,600
    Nontaxable benefits
    $83,750
    Filer's total
    $705,100
  • Jonathan Achenbaum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Daniel Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Harry Alverson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Susan Gottlieb Beckerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Jonathan Brestroff Parker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • William Caleo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • M L Graeme Campbell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Kalyan Das

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Alan Gilbert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Katherine Gross

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Andrew Hughes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Maxine Isaacs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Linda Jackson-Chalmers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • William Ladd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Maria Markowitz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Jeffrey Maron

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Scott Martin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Katherine Pohlad McMillan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • John Melligon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Barbara Kahn Moller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Amy O'Leary

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Diana Perry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Robert Resnick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Anne Schapps Schaffer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Nigel Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Millie Tan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Kim Roy Tofalli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Julianne Cartwright Traylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Margaret Valentine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Kim Wachenheim Wagman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Tom Wilmot

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • James Zankel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3
  • Nancy Hamilton

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10
  • Mary Lou Bates Partial Year

    VP & DEAN ADMISSIONS & FIN

    Total calculated
    $177,172
    From this org
    $152,302
    From related orgs
    $0
    Other
    $24,870
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $152,302
    Bonus
    $0
    Other
    $0
    Deferred
    $16,546
    Nontaxable benefits
    $8,324
    Filer's total
    $177,172
  • Adrian Bautista

    VP/DEAN STUDENT AFFAIRS

    Total calculated
    $303,097
    From this org
    $259,089
    From related orgs
    $0
    Other
    $44,008
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $259,089
    Bonus
    $0
    Other
    $0
    Deferred
    $27,715
    Nontaxable benefits
    $16,293
    Filer's total
    $303,097
  • Jacqueline Conrad Partial Yr

    VP COMMUNICATIONS AND MARKETING

    Total calculated
    $117,339
    From this org
    $104,382
    From related orgs
    $0
    Other
    $12,957
    Hours/week
    35
  • Charles Ingram Partial Year

    VP/FINANCE AND ADMINISTRATION

    Total calculated
    $196,140
    From this org
    $177,100
    From related orgs
    $0
    Other
    $19,040
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $177,100
    Bonus
    $0
    Other
    $0
    Deferred
    $18,994
    Nontaxable benefits
    $46
    Filer's total
    $196,140
  • Dorothy Knight-Mosby Part Yr

    DEAN & VP FOR ACADEMIC AFFAIRS

    Total calculated
    $218,791
    From this org
    $199,062
    From related orgs
    $0
    Other
    $19,729
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $199,062
    Bonus
    $0
    Other
    $0
    Deferred
    $19,675
    Nontaxable benefits
    $54
    Filer's total
    $218,791
  • Daniel Konstalid Partial Year

    VP FINANCE & ADMIN, TREASURER

    Total calculated
    $241,232
    From this org
    $208,897
    From related orgs
    $0
    Other
    $32,335
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $208,897
    Bonus
    $0
    Other
    $0
    Deferred
    $22,729
    Nontaxable benefits
    $9,606
    Filer's total
    $241,232
  • Jessica Ricker Partial Year

    VP ENROLLMENT/DEAN ADMISSIONS & FIN AID

    Total calculated
    $185,293
    From this org
    $156,929
    From related orgs
    $0
    Other
    $28,364
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $156,929
    Bonus
    $0
    Other
    $0
    Deferred
    $14,615
    Nontaxable benefits
    $13,749
    Filer's total
    $185,293
  • Elizabeth Stauderman Part Yr

    VP COMMUNICATIONS AND MARKETING

    Total calculated
    $164,491
    From this org
    $143,929
    From related orgs
    $0
    Other
    $20,562
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $143,929
    Bonus
    $0
    Other
    $0
    Deferred
    $15,605
    Nontaxable benefits
    $4,957
    Filer's total
    $164,491
  • Sarah Vero Partial Year

    GENERAL COUNSEL/VP HR

    Total calculated
    $221,511
    From this org
    $196,120
    From related orgs
    $0
    Other
    $25,391
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $196,120
    Bonus
    $0
    Other
    $0
    Deferred
    $13,486
    Nontaxable benefits
    $11,905
    Filer's total
    $221,511
  • Joshua Woodfork

    VP STRATEGIC PLAN/INST DEVELOPMENT

    Total calculated
    $320,580
    From this org
    $280,386
    From related orgs
    $0
    Other
    $40,194
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $280,386
    Bonus
    $0
    Other
    $0
    Deferred
    $31,516
    Nontaxable benefits
    $8,678
    Filer's total
    $320,580
  • Carey Anne Zucca

    VP FOR ADVANCEMENT

    Total calculated
    $334,077
    From this org
    $277,900
    From related orgs
    $0
    Other
    $56,177
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $277,900
    Bonus
    $0
    Other
    $0
    Deferred
    $32,427
    Nontaxable benefits
    $23,750
    Filer's total
    $334,077
  • Robert Boyers

    PROFESSOR

    Total calculated
    $220,377
    From this org
    $199,167
    From related orgs
    $0
    Other
    $21,210
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $199,167
    Bonus
    $0
    Other
    $0
    Deferred
    $20,562
    Nontaxable benefits
    $648
    Filer's total
    $220,377
  • William Breslin

    PROFESSOR

    Total calculated
    $243,770
    From this org
    $197,800
    From related orgs
    $0
    Other
    $45,970
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $197,800
    Bonus
    $0
    Other
    $0
    Deferred
    $22,246
    Nontaxable benefits
    $23,724
    Filer's total
    $243,770
  • Gail Cummings-Danson

    AVP STUDENT AFFAIRS/DIR ATHLETICS

    Total calculated
    $232,871
    From this org
    $187,021
    From related orgs
    $0
    Other
    $45,850
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $187,021
    Bonus
    $0
    Other
    $0
    Deferred
    $22,100
    Nontaxable benefits
    $23,750
    Filer's total
    $232,871
  • Lori Eastman

    ASSOCIATE VP FOR ADVANCEMENT

    Total calculated
    $207,725
    From this org
    $178,893
    From related orgs
    $0
    Other
    $28,832
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $178,893
    Bonus
    $0
    Other
    $0
    Deferred
    $20,154
    Nontaxable benefits
    $8,678
    Filer's total
    $207,725
  • Denise Smith

    PROFESSOR

    Total calculated
    $230,121
    From this org
    $191,846
    From related orgs
    $0
    Other
    $38,275
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $191,846
    Bonus
    $0
    Other
    $0
    Deferred
    $22,007
    Nontaxable benefits
    $16,268
    Filer's total
    $230,121
  • John Chaplin

    DIRECTOR OF PRINCIPAL GIFTS

    Total calculated
    $196,858
    From this org
    $154,684
    From related orgs
    $0
    Other
    $42,174
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $154,684
    Bonus
    $0
    Other
    $0
    Deferred
    $18,424
    Nontaxable benefits
    $23,750
    Filer's total
    $196,858
  • Michael Orr

    FORMER VP/DEAN ACADEMIC AFFAIRS

    Total calculated
    $323,057
    From this org
    $271,593
    From related orgs
    $0
    Other
    $51,464
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $271,593
    Bonus
    $0
    Other
    $0
    Deferred
    $33,633
    Nontaxable benefits
    $17,831
    Filer's total
    $323,057
  • Sheldon Solomon

    PROFESSOR

    Total calculated
    $210,103
    From this org
    $174,491
    From related orgs
    $0
    Other
    $35,612
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $174,491
    Bonus
    $0
    Other
    $0
    Deferred
    $19,646
    Nontaxable benefits
    $15,966
    Filer's total
    $210,103
  • Michael Sposili

    ASSISTANT VP FOR ALUMNI RELATIONS

    Total calculated
    $174,262
    From this org
    $156,668
    From related orgs
    $0
    Other
    $17,594
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $156,668
    Bonus
    $0
    Other
    $0
    Deferred
    $17,321
    Nontaxable benefits
    $273
    Filer's total
    $174,262

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE COLLEGE PROVIDES THE PRESIDENT WITH A CAMPUS HOUSE AND REQUIRES ITS USE AS A CONDITION OF EMPLOYMENT FOR THE BENEFIT OF THE COLLEGE. THE TOTAL ANNUAL ESTIMATED VALUE IS INCLUDED IN NON-TAXABLE BENEFITS IN FORM 990, PART VII, LINE 1A AND SCHEDULE J, PART II.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (12)

    INVESTMENT · NY

    Directly controlled by VARIOUS

  • CHARITABLE GIFT ANNUITIES (136)

    INVESTMENT · NY

    Directly controlled by VARIOUS

  • POOLED INCOME FUND (18)

    INVESTMENT · NY

    Directly controlled by VARIOUS

Provenance

Return type
form_990
Tax year
2023
Filed
15 April 2025
IRS schema version
2023v6.0
Source object
202530919349300118

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