SUNY NEW PALTZ FOUNDATION INC

As filed

Subsection

03

Classification

1200

Street

1 HAWK DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• SCHOLARSHIPS ARE ONE OF THE MOST DIRECT WAYS A DONOR CAN IMPACT THE LIVES OF NEW PALTZ STUDENTS AND INCLUDE STUDENT FINANCIAL AID FOR TUITION AS WELL AS APPLIED LEARNING OPPORTUNITIES SUCH AS STUDY ABROAD, RESEARCH, INTERNSHIPS AND HONORS THAT ADD A MARGIN OF EXCELLENCE TO THE NEW PALTZ STUDENT EXPERIENCE.IN THE ACADEMIC YEAR 2024-2025, 561 STUDENTS RECEIVED SCHOLARSHIPS/AWARDS FROM THE FOUNDATION FOR A TOTAL OF $922,282. TWELVE NEW ANNUAL AND ENDOWED SCHOLARSHIPS WERE ESTABLISHED TO SUPPORT THE UNIVERSITY'S RECRUITMENT AND RETENTION EFFORTS AND EXPERIENTIAL LEARNING OPPORTUNITIES.INCLUDED IN THESE 561 STUDENTS WERE 23 WHO RECEIVED FUNDS FROM THE STUDENT CRISIS GRANT FUND, WHICH SERVES TO ASSIST STUDENTS FACING UNPREDICTABLE FINANCIAL HARDSHIP WHICH WOULD OTHERWISE INTERFERE WITH THEIR EDUCATION. THE FUNDS AWARDED RANGED FROM $100 TO $1,000.THE MINI GRANT PROGRAM ESTABLISHED DURING THE ACADEMIC YEAR 2022-2023 CONTINUED IN 2024-2025. DURING THE 2024-2025 ACADEMIC YEAR, SIXTY-ONE STUDENTS RECEIVED MINI AWARDS RANGING FROM $50-$300 TO BE USED FOR RESEARCH. THIS INCLUDES TRANSPORTATION TO RESEARCH SITES, MATERIALS, ENTRANCE FEES, ETC. FOR RESEARCH PROJECTS.FOR ACADEMIC YEARS 2022-2023, 2023-2024 & 2024-2025, STUDENTS PARTICIPATED IN THE ARCHAEOLOGY FIELD SCHOOL AT THE PINE STREET BURIAL GROUNDS IN KINGSTON, NY. DURING THE 2024-2025 ACADEMIC YEAR, TWELVE STUDENTS WERE OFFERED SCHOLARSHIP FUNDS GRANTED THROUGH A DONATION BY THE COMMUNITY FOUNDATION OF THE HUDSON VALLEY. WITH SUPPORT RANGING FROM $1,000-$4,000, STUDENTS WERE ISSUED A STIPEND THAT WOULD ENABLE THEM TO TAKE PART IN A NINE-CREDIT COURSE AND ASSIST WITH TUITION, HOUSING, AND COMMUTER EXPENSES WHILE TAKING PART IN THE DIG.SCHOLARSHIPS SUPPORTED ELEVEN STUDENTS TRAVELING TO USITT FOR THEATER PROFESSIONAL DEVELOPMENT. TWENTY-FOUR STUDENTS WERE PROVIDED GRANTS FOR BOOKS AS PART OF THE AC2 PROGRAM.SEVEN STUDENTS ATTENDED THE AMERICAN MARKETING ASSOCIATION PROGRAM IN NEW ORLEANS WHERE THEY PARTICIPATED IN WORKSHOPS AND COMPETITION WITH OTHER COLLEGIATE INSTITUTIONS.LASTLY EIGHT SUNY NEW PALTZ STUDENTS TRAVELED TO NEW PORT RICHEY, FLORIDA, DURING THE 2024-25 WINTER INTERCESSION TO PROVIDE ON-THE-GROUND SUPPORT TO A CITY THAT IS STILL RECOVERING FROM THE DEVASTATING HURRICANE MILTON, THE SECOND-MOST INTENSE STORM TO HIT FLORIDA'S GULF COAST. THEY TRAVELED WITH ASSISTANCE FROM THE ANTHONY BRIGANDI SCHOLARSHIP FUND.THE FOUNDATION ALSO DONATED $92,282 EQUIPMENT AND ACCESSORIES TO THE SUNY NEW PALTZ TO BE USED BY VARIOUS SCHOOLS WITHIN THE UNIVERSITY AND WILL ALLOW STUDENTS TO ACCESS TO TOP OF THE LINE EQUIPMENT TO ENHANCE THEIR LEARNING AND HANDS ON EXPERIENCES. THE EQUIPMENT INCLUDED A YAMAHA GRAND PIANO, MULTIPLE CAMERAS, LENS, AUDIO EQUIPMENT, COMPUTERS, ETC.

  Expenses $1,014,787 · Grants $1,014,787

• Withheld by Nonprofiteer: this text may name a private individual.

  Expenses $249,962

• THE SAMUEL DORSKY MUSEUM OF ART IN 2024-2025, OFFERED SIX WELL-RECEIVED AND WELL-ATTENDED MAJOR EXHIBITIONS OF CONTEMPORARY AND HISTORICAL WORK THAT RECEIVED MEDIA PLACEMENTS IN SEVERAL LOCAL AND NATIONAL OUTLETS INCLUDING CHRONOGRAM, AND HUDSON VALLEY ONE, AMONG OTHERS. HIGHLIGHTS OF THE EXHIBITION PROGRAM INCLUDED GLOBAL CONNECTIONS: WORK BY MIGUEL COVARRUBIAS, ISAMI DOI, AARON DOUGLAS, AND WINOLD REISS, MIS/COMMUNICATION: LANGUAGE AND POWER IN CONTEMPORARY ART, IN AND OUT OF LINEAGE: TRACING ARTISTIC HERITAGE THROUGH SUNY NEW PALTZ FACULTY, HUDSON VALLEY ARTISTS 2025: MOVEMENT, LANDMINES: DAWOUD BEY, CHRISTINA FERNANDEZ, RICHARD MOSSE, RICK SILVA, THE ARRESTED IMAGE: IDENTITY THROUGH THE LENS OF LAW ENFORCEMENT AND THE BFA & MFA THESIS EXHIBITIONS.IN FY24-25, THE DORSKY WELCOMED 13,370 VISITORS. WE OFFERED A VIBRANT MIX OF IN-PERSON EDUCATIONAL PROGRAMS AND EVENTS FROM ARTIST TALKS AND CHILDREN'S WORKSHOPS TO CURATOR-LED GALLERY TOURS. BELOW IS A SNAPSHOT OF PARTICIPATION BY THE NUMBERS, HIGHLIGHTING THE WIDE RANGE OF ENGAGEMENTS THE MUSEUM CONTINUES TO FOSTER:PUBLIC PROGRAMS- 575 PARTICIPANTS FAMILY DAYS- 117 PARTICIPANTS CURATOR TALKS- 149 PARTICIPANTS ARTIST WORKSHOPS- 114 PARTICIPANTS PANELS AND ARTIST TALKS- 84 PARTICIPANTS PERFORMANCES- 49 PARTICIPANTS PUBLIC TOURS- 62 PARTICIPANTSK-12 AND LIFELONG LEARNING- 738 PARTICIPANTS LIFETIME LEARNING INSTITUTE CLASSES- 25 PARTICIPANTS K-12 GROUP VISITS- 713 STUDENTSSUNY NEW PALTZ STUDENT ENGAGEMENT- 918 STUDENTS ACROSS 40 CLASS VISITS FALL SEMESTER- 385 STUDENTS ACROSS 18 CLASS VISITS SPRING SEMESTER- 418 STUDENTS ACROSS 16 CLASS VISITS COLLECTION ACCESS SESSIONS- 115 STUDENTS ACROSS 6 CLASS VISITS

  Expenses $233,293

• ATHLETICS, WELLNESS & RECREATIONTHE MISSION OF THE NEW PALTZ DEPARTMENT OF ATHLETICS, WELLNESS AND RECREATION WITHIN THE DIVISION OF STUDENT AFFAIRS IS TO SPONSOR A BROAD-BASED ATHLETIC, WELLNESS AND RECREATION PROGRAM THAT PROVIDES TRANSFORMATIONAL, EDUCATIONAL AND ATHLETIC OPPORTUNITIES FOR STUDENTS TO GROW, TO DEVELOP AND TO SUPPORT THE MISSION OF THE COLLEGE BY COMPLEMENTING AND ENHANCING ITS DIVERSITY AND QUALITY OF LIFE. THROUGH FUNDRAISING EFFORTS, THE ATHLETICS DEPARTMENT WAS ABLE TO ENHANCE STUDENT-ATHLETES' EXPERIENCE THROUGH TEAM TRAVEL, TEAM UNIFORMS, PRACTICE EQUIPMENT, MENTAL PERFORMANCE TRAINING, AND TEAM BUILDING ACTIVITIES.THIS YEAR'S ATHLETIC TEAM'S ACCOMPLISHMENTS INCLUDE 2 STATE UNIVERSITY OF NEW YORK ATHLETIC CONFERENCE (SUNYAC) CHAMPIONSHIP TITLES,56 ALL CONFERENCE SELECTIONS, 18 ALL-REGION SELECTIONS, AND 6 ALL-AMERICANS.COLLEGE OF LIBERAL ARTS & SCIENCESTHE DEPARTMENT OF DIGITAL MEDIA & JOURNALISM AT SUNY NEW PALTZ WELCOMED ANDRE LAMBERTSON, THE AWARD-WINNING PHOTOJOURNALIST AND FILMMAKER, AS THE FALL 2025 JAMES H. OTTAWAY SR. VISITING PROFESSOR OF JOURNALISM.LAMBERTSON'S CAREER SPANS MORE THAN 25 YEARS CAPTURING STORIES OF TRANSFORMATION FROM AROUND THE GLOBE. HIS WORK COVERS A RANGE OF SUBJECTS AND CONTEXTS, OFTEN UNITED AROUND THEMES OF RESILIENT PEOPLE WHO EMBODY STORIES OF HOPE AND HEALING.HIS APPROACH TO VISUAL STORYTELLING IS DEEPLY ARTISTIC, AND MUCH OF HIS WORK IS FOUNDED UPON A PROFOUND UNDERSTANDING OF CRIMINAL JUSTICE ISSUES AND THE UNIQUE RHYTHMS OF URBAN AMERICA.AS THE OTTAWAY VISITING PROFESSOR, HE TAUGHT A CLASS TITLED "THE DOCUMENTARIAN: NAVIGATING SENSITIVE STORYTELLING WITH EMPATHY AND COMPASSION," WHICH EXPLORES THE ROLE OF THE VISUAL JOURNALIST AS A VISIONARY AND STORYTELLER.LAMBERTSON ENGAGED IN TWO PUBLIC PRESENTATIONS: A CAMPUS TALK AND A QUESTION-AND-ANSWER SESSION WITH THE UNIVERSITY PRESIDENT.IN ADDITION, THE DEPARTMENT OF DIGITAL MEDIA & JOURNALISM INVESTED IN NEWLY PURCHASED EQUIPMENT TO MODERNIZE THE RESOURCES AVAILABLE FOR STUDENT USE AND TO BETTER ALIGN WITH CURRENT INDUSTRY STANDARDS. THESE UPGRADES ENHANCE FUNCTIONALITY, RELIABILITY, AND ACCESSIBILITY, PROVIDING STUDENTS WITH HANDS-ON EXPERIENCE USING CONTEMPORARY TOOLS AND TECHNOLOGY. BY UPDATING THE EQUIPMENT, THE PROGRAM ENSURES A MORE EFFECTIVE LEARNING ENVIRONMENT THAT SUPPORTS SKILL DEVELOPMENT, INNOVATION, AND WORKFORCE READINESS.THE POLITICAL SCIENCE DEPARTMENT FACILITATED A TRIP FOR 20 STUDENTS TO WASHINGTON DC. THIS THREE-DAY TRIP ENABLED STUDENTS TO TOUR THE US SUPREME COURT, MEET WITH SUNY NEW PALTZ ALUMNI AND GOVERNMENT OFFICIALS, ALLOWING FOR INVALUABLE NETWORKING OPPORTUNITIES.FUND FOR NEW PALTZTHE FUND FOR NEW PALTZ (FFNP) IS AN UNRESTRICTED FOUNDATION FUND THAT MAKES IT POSSIBLE TO PROVIDE PROGRAMS AND OPPORTUNITIES THAT ENRICH THE EXPERIENCE OF EACH STUDENT AND OUR ENTIRE COMMUNITY, INCLUDING EVENTS AND LECTURES ON CAMPUS, MEMBERSHIP IN THE ORANGE & BLUE NETWORK, AND OTHER OPPORTUNITIES PROVIDED BY THE SUNY NEW PALTZ FOUNDATION AND THE OFFICE OF DEVELOPMENT & ALUMNI RELATIONS.THE FUNDS ALLOW FOR FREE ADMISSIONS FOR STUDENTS TO THE DISTINGUISHED SPEAKERS SERIES, WOMEN'S LEADERSHIP SUMMIT, PRESIDENT ROUNDTABLE EVENTS, FINALS FUEL (SNACKS DURING FINALS WEEK), 100 DAYS TO COMMENCEMENT, NETWORKING EVENTS, AS WELL AS MANY OTHER OPPORTUNITIES FOR STUDENTS.THE ORANGE & BLUE NETWORK ALLOWS SUNY NEW PLATZ STUDENTS, ALUMNI AND SUPPORTERS TO CONNECT IN AN ONLINE PROFESSIONAL NETWORKING ENVIRONMENT AND TO PROVIDE MENTORSHIP, INTERNSHIPS, AND CONNECTIONS TO INFINITY GROUPS.FFNP ALSO SUPPORTS THE ANNUAL ALUMNI REUNION AND MULTIPLE REGIONAL ALUMNI EVENTS. MANY OF THESE EVENTS PROVIDE IN-PERSON NETWORKING AND MENTORING OPPORTUNITIES FOR BOTH STUDENTS AND ALUMNI.SCHOOL OF BUSINESSTHE HUDSON VALLEY VENTURE HUB (HVVH) IS A STATE-DESIGNATED INNOVATION HOT SPOT HOUSED IN THE SUNY NEW PALTZ SCHOOL OF BUSINESS THAT SERVES AS A CENTRAL RESOURCE FOR EARLY-STAGE TECHNOLOGY ENTREPRENEURSHIP ACROSS THE MID-HUDSON REGION'S SEVEN COUNTIES. SINCE ITS LAUNCH IN 2018, HVVH HAS SUPPORTED MORE THAN 500 COMPANIES AND BUILT A NETWORK OF 2,500 ADVISORS, SERVICE PROVIDERS, INVESTORS, AND BUSINESS LEADERS. ACTING AS THE NEXUS OF THE REGIONAL INNOVATION ECOSYSTEM, HVVH ACCELERATES EARLY-STAGE TECH COMPANIES THROUGH PROGRAMMING, EDUCATION, AND CONVENING, WHILE FOSTERING STRONG RELATIONSHIPS AND PARTNERSHIPS AMONG ENTREPRENEURS, ACADEMIC INSTITUTIONS, AND INDUSTRY TO DRIVE COLLABORATION AND REGIONAL ECONOMIC GROWTH.HVVH HELPED 27 COMPANIES FROM ACROSS THE REGION THROUGH THE HV VENTURE HUB ACCELERATOR PROGRAM OVER THE LAST FISCAL YEAR. THESE COMPANIES REPORTED OVER $9.5 MILLION IN COMBINED ECONOMIC IMPACT, INCLUDING MORE THAN $3.4 MILLION IN REVENUE GROWTH, $4.6 MILLION IN PRIVATE INVESTMENT, $354,000 IN COST SAVINGS, $996,000 IN GRANT FUNDING, AND 64.5 NEW FULL-TIME JOBS. THE ORGANIZATION OFFERED DIRECT INVESTMENT IN NON-DILUTIVE FUNDING TO HUDSON VALLEY COMPANIES WITH OVER $35,000 IN COMPETITION WINNINGS, INCLUDING THE HVVH DEMO NIGHTS AND THE NEW YORK BUSINESS PLAN COMPETITION.THE SCHOOL OF BUSINESS WAS ABLE TO PROVIDE AWARDS FOR THE WINNING TEAMS AT THE SUNY NEW PALTZ BUSINESS PLAN COMPETITION AS WELL AS SUPPORT FOR STUDENTS TO ATTEND THE BUSINESS ANALYTICS COMPETITION AND CONFERENCE HELD AT MANHATTAN UNIVERSITY, THE GLOBAL ASSET MANAGEMENT EDUCATION FORUM HELD AT QUINNIPIAC, AND THE NATIONAL ASSOCIATION OF BLACK ACCOUNTANTS CONVENTION AND EXPO IN LAS VEGAS.THE BENJAMIN CENTER FOR PUBLIC POLICY INITIATIVESTHE BENJAMIN CENTER FOR PUBLIC POLICY INITIATIVES AT SUNY NEW PALTZ CONNECTS LOCAL GOVERNMENTS, BUSINESSES, AND NOT-FOR-PROFITS IN THE HUDSON VALLEY AND THROUGHOUT NEW YORK STATE WITH THE EXPERTISE OF THE UNIVERSITY'S FACULTY THROUGH ASSISTING IN ALL ASPECTS OF APPLIED RESEARCH, EVALUATION, AND POLICY DEVELOPMENT. THE BENJAMIN CENTER CONDUCTS STUDIES ON TOPICS OF REGIONAL AND STATEWIDE IMPORTANCE, BRINGS VISIBILITY AND FOCUS TO THESE MATTERS, AND ADVANCES THE PUBLIC INTEREST IN OUR REGION.DURING 2024-2025, THE BENJAMIN CENTER, IN COLLABORATION WITH SIENA COLLEGE RESEARCH INSTITUTE, CONDUCTED A COST OF LIVING STUDY EXAMINING AFFORDABILITY AND HOUSEHOLD FINANCIAL STRESS ACROSS FOUR HUDSON VALLEY COUNTIES: DUTCHESS, ORANGE, SULLIVAN, AND ULSTER. THE RESEARCH FOUND WIDESPREAD FINANCIAL STRAIN, WITH MAJORITIES VIEWING THEIR COMMUNITIES AS UNAFFORDABLE AND SIX IN TEN HOUSEHOLDS LIVING PAYCHECK-TO-PAYCHECK. 78 PERCENT REPORTED FINANCIAL HARDSHIP FROM RECENT INFLATION AND RISING PRICES, WHILE 51 PERCENT COULD NOT COVER MONTHLY EXPENSES IF THEY UNEXPECTEDLY LOST ALL CURRENT INCOME SOURCES. HOUSING COSTS EMERGED AS PARTICULARLY BURDENSOME, LIMITING BOTH CONSUMER SPENDING AND SAVINGS CAPACITY. THE STUDY ALSO REVEALED THAT 19 PERCENT OF REGIONAL HOUSEHOLDS EXPERIENCED FOOD INSECURITY IN THE PAST YEAR, AFFECTING FAMILIES ACROSS ALL INCOME LEVELS. NEARLY ALL RESPONDENTS VIEW SOCIAL SECURITY AS VITAL TO THEIR FINANCIAL WELLBEING IN RETIREMENT.

  Expenses $838,720

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $8,003,900

  Expenses

  $3,105,017

  Contributions

  $6,056,532

  Grants paid

  $1,014,788

• 2023

  Revenue

  $11,714,529

  Expenses

  $3,784,266

  Contributions

  $10,546,364

  Grants paid

  $1,162,028

• 2022

  Revenue

  $3,897,969

  Expenses

  $2,775,350

  Contributions

  $3,259,004

  Grants paid

  $1,220,739

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $4,407,020

  Expenses

  $2,089,089

  Assets (EOY)

  $47,545,812

• 2020 · 990

  Revenue

  $4,318,846

  Expenses

  $2,435,886

  Assets (EOY)

  $52,354,064

• 2019 · 990

  Revenue

  $3,266,386

  Expenses

  $2,436,484

  Assets (EOY)

  $45,007,484

• 2018 · 990

  Revenue

  $4,743,946

  Expenses

  $2,062,535

  Assets (EOY)

  $43,211,805

• 2017 · 990

  Revenue

  $8,760,590

  Expenses

  $1,793,289

  Assets (EOY)

  $40,583,158

• 2016 · 990

  Revenue

  $3,492,157

  Expenses

  $1,698,865

  Assets (EOY)

  $34,994,464

• 2015 · 990

  Revenue

  $3,236,092

  Expenses

  $1,516,912

  Assets (EOY)

  $33,750,322

• 2014 · 990

  Revenue

  $6,176,463

  Expenses

  $1,182,182

  Assets (EOY)

  $33,261,661

• 2013 · 990

  Revenue

  $2,752,606

  Expenses

  $1,333,930

  Assets (EOY)

  $31,874,420

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $1,169,197

  Assets (EOY)

  $28,699,664

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• SUNY NEW PALTZ

  $0

  2024 · SEE PART IV FOR COLUMN (H) DESCRIPTION TO SUPPORT ACADEMIC PROGRAMS BY PROVIDING EQUIPMENT FOR INSTRUCTIONAL AND EDUCATIONAL USE ACROSS COLLEGE DEPARTMENTS

• SUNY NEW PALTZ

  $0

  2022 · THIS EQUIPMENT WILL BE USED BY THE UNIVERSITY'S HUDSON VALLEY ADVANCED MANUFACTURING CENTER (HVAMC).

Where these grants went next →

Grants received

• IBIS GROUP

  $3,710,000

  2023 · EDUCATIONAL GRANT

• IBIS GROUP

  $2,660,000

  2023 · EDUCATIONAL GRANT

• IBIS GROUP

  $2,000,000

  2024 · EDUCATIONAL GRANT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $417,500

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $156,750

  2022 · For grant recipient's exempt purposes

• CAMPUS AUXILIARY SERVICES INC

  $80,000

  2024 · GRANTS FOR SCHOLORSHIP

• SUNY IMPACT FOUNDATION INC

  $75,929

  2024 · NYS TAX CREDIT PROGRAM DONATIONS: VARIOUS; SUPPORT OF SUNY SYSTEM & CAMPUS INITIATIVES: ASAP - ACE, CIVIC FELLOWSHIPS

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $65,580

  2023 · For grant recipient's exempt purposes

• SUNY IMPACT FOUNDATION INC

  $63,636

  2023 · ASAP - ACE: SUPPORT OF CAMPUS & SUNY SYSTEMS INITIATIVES

• COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY

  $45,000

  2023 · ARTS, CULTURE & HUMANITIES

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files