Civic Intelligence

Research Foundation Post-Retirement Benefits Plan

990 • Fiscal year 2015 • EIN 80-0412424

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 20, 2016

Organization ProfileWWW.RFSUNY.ORG
PO Box 9Albany, NY 12201

(518) 434-7050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

5.56x

Higher debt load relative to revenue than 99% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

52nd percentile

$46,199

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

75th percentile

10.0%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

19%

Faster revenue growth than 85% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$172,120,148

Up $15,629,270 (+10.0%) from 2014

Net Assets

Flat

$0

Flat from 2014

Liabilities

Up

$172,120,148

Up $15,629,270 (+10.0%) from 2014

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin36th percentile

Revenue

Up

$30,960,865

Up $4,986,511 (+19%) from 2014

Expenses

Up

$30,960,865

Up $4,986,511 (+19%) from 2014

Net Income

Flat

$0

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2010: $96,332,959Liabilities 2010: $96,332,959Net Assets 2010: $02010Assets 2011: $99,966,976Liabilities 2011: $99,966,976Net Assets 2011: $02011Assets 2012: $118,087,097Liabilities 2012: $118,087,097Net Assets 2012: $02012Assets 2013: $139,047,752Liabilities 2013: $139,047,752Net Assets 2013: $02013Assets 2014: $156,490,878Liabilities 2014: $156,490,878Net Assets 2014: $02014Assets 2015: $172,120,148Liabilities 2015: $172,120,148Net Assets 2015: $02015Assets 2016: $200,941,177Liabilities 2016: $200,941,177Net Assets 2016: $02016Assets 2017: $229,620,499Liabilities 2017: $229,620,499Net Assets 2017: $02017Assets 2018: $225,817,667Liabilities 2018: $225,817,667Net Assets 2018: $02018Assets 2019: $261,749,797Liabilities 2019: $261,749,797Net Assets 2019: $02019Assets 2020: $294,151,530Liabilities 2020: $294,151,530Net Assets 2020: $02020Assets 2021: $322,437,363Liabilities 2021: $322,437,363Net Assets 2021: $02021Assets 2022: $292,932,224Liabilities 2022: $292,932,224Net Assets 2022: $02022Assets 2023: $306,654,587Liabilities 2023: $306,654,587Net Assets 2023: $02023Assets 2024: $328,838,119Liabilities 2024: $328,838,119Net Assets 2024: $02024

Highlighted filing

2015

Assets$172,120,148
Liabilities$172,120,148
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $20,821,5262010Expenses 2011: $18,662,2162011Expenses 2012: $19,329,4472012Revenue 2013: $24,333,009Expenses 2013: $24,333,009Net Income 2013: $02013Revenue 2014: $25,974,354Expenses 2014: $25,974,354Net Income 2014: $02014Revenue 2015: $30,960,865Expenses 2015: $30,960,865Net Income 2015: $02015Revenue 2016: $38,543,871Expenses 2016: $38,543,871Net Income 2016: $02016Revenue 2017: $15,131,608Expenses 2017: $15,131,608Net Income 2017: $02017Revenue 2018: $15,561,113Expenses 2018: $15,561,113Net Income 2018: $02018Revenue 2019: $21,038,844Expenses 2019: $21,038,844Net Income 2019: $02019Revenue 2020: $15,921,571Expenses 2020: $15,921,571Net Income 2020: $02020Revenue 2021: $36,534,033Expenses 2021: $36,534,033Net Income 2021: $02021Revenue 2022: $24,928,827Expenses 2022: $24,928,827Net Income 2022: $02022Revenue 2023: $28,232,047Expenses 2023: $28,232,047Net Income 2023: $02023Revenue 2024: $23,316,700Expenses 2024: $23,316,700Net Income 2024: $02024

Highlighted filing

2015

Revenue$30,960,865
Expenses$30,960,865
Net Income$0
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$107,685,788
Mission and Program Overview

Mission

To provide post-retirement benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$97,513,546$119,519,490▲ $22,005,944
Investments in Publicly Traded Securities$55,112,128$49,610,285▼ $5,501,843
Savings and Temporary Cash Investments$3,190,623$2,180,274▼ $1,010,349
Prepaid Expenses and Deferred Charges$444,799$0▼ $444,799
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$156,490,878$172,120,148▲ $15,629,270
Other Assets Total$229,782$810,099▲ $580,317
Liabilities
Other Liabilities$155,761,742$171,896,233▲ $16,134,491
Accounts Payable and Accrued Expenses$729,136$223,915▼ $505,221
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$156,490,878$172,120,148▲ $15,629,270
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$156,490,878$172,120,148▲ $15,629,270

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$0--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
Bank of New York MellonTrustee$46,199$46,199

Highest Paid Contractors

ContractorServicesLocationCompensation
Partner's Capital Investment GroupInvsmt. Consulting50 Rowes Wharf 4th Floor, Boston, MA 02110$979,745
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,281,898
Investment Income
$7,678,967
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,109,460
Salaries, Compensation, and Employee Benefits$46,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$17,973,151--$17,973,151
Benefits to Members$11,805,206--$11,805,206
Fees for Service Investment Mgmnt Fees-$979,745-$979,745
Fees for Services Management-$156,564-$156,564
Current Officers, Directors, Trustees, and Key Employees$0$46,199$0$46,199
Total Functional Expenses$29,778,357$1,182,508$0$30,960,865
International Activity

International Summary

Offices
0
Employees
0
Spending
$111,892,313

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$111,892,313
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Post-retirement$171,896,233
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI lines 11, 18 and 19 - 990 Review and Availability

“A complete copy of the organization's final form 990 (including all required schedules), as ultimately filed with the irs, was provided to the veba trustee and to the audit committee of the research foundation for the state university of new york's board of directors before its filing with the irs. All relevant filing documents are available to the general public upon request.”

Form 990, Part VI - Policies

“The Research Foundation of State University of New York Post-Retirement Benefits Plan Trust (the "VEBA Trust") does not have any employees, does not have its own officers or directors aside from an institutional trustee and the Research Foundation for the State University of New York ("the Research Foundation") as its sponsoring organization. Therefore the VEBA Trust does not have a written conflict of interest policy, a whistleblower policy, or a document retention and destruction policy. The VEBA Trust documents are retained by the Research Foundation and that organization does have a written document retention and destruction policy. Furthermore, the Research Foundation has a conflict of interest and a whistleblower policy. There are no individuals employed and/or compensated by the VEBA Trust.”

Form 990, Part VI, Lines 7A and 7B

“The Research Foundation, as the trust's sponsoring organization, has the ability to remove or replace the Trustee and it is the Finance Committee of the Research Foundation's Board of Directors that approves decisions relative to the trust's assets.”

Filing and Contact Details

Filer

Filer Name
Research Foundation Post-Retirement
EIN
80-0412424
In Care Of
% PAUL KUTEY
Phone
5184347050
Address
PO Box 9, Albany, NY 12201

Signing Officer

Name
Paul Kutey
Title
CFO, Fiduciary
Phone
5184347050
Signed
2016-10-20

Organization Details

Principal Officer
Jeffrey Cheek
Formed
2009
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
60 SOUTH ST, BOSTON, MA 02111
Preparer
Shy Joseph
Phone
6179881000
Supplemental Narrative

Additional Explanations

Form 990 Part V- Form 990-T

“While the Trust did not have unrelated business gross income of $1,000 or more, it does file Form 990-T in order to file Form 8865 and Form 926 as attachments. Those Forms are required due to investment transactions with a foreign partnership and with foreign corporations.”

Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt023281898
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03190623
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02180274
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0171896233
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR POST-RETIREMENT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt025958813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt173207500
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt220353177
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt30
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ABS. MULTISTRAT. RETURN FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GLOBAL EQUITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3-
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0119519490
IRS990ScheduleD/TotalLiabilityAmt0171896233
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0111892313
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0true
IRS990ScheduleF/ForeignPartnershipInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0true
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0111892313
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0111892313
IRS990ScheduleF/TransferToForeignCorpInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO THE VEBA TRUSTEE AND TO THE AUDIT COMMITTEE OF THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK'S BOARD OF DIRECTORS BEFORE ITS FILING WITH THE IRS. ALL RELEVANT FILING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Research Foundation of State University of New York Post-Retirement Benefits Plan Trust (the "VEBA Trust") does not have any employees, does not have its own officers or directors aside from an institutional trustee and the Research Foundation for the State University of New York ("the Research Foundation") as its sponsoring organization. Therefore the VEBA Trust does not have a written conflict of interest policy, a whistleblower policy, or a document retention and destruction policy. The VEBA Trust documents are retained by the Research Foundation and that organization does have a written document retention and destruction policy. Furthermore, the Research Foundation has a conflict of interest and a whistleblower policy. There are no individuals employed and/or compensated by the VEBA Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2While the Trust did not have unrelated business gross income of $1,000 or more, it does file Form 990-T in order to file Form 8865 and Form 926 as attachments. Those Forms are required due to investment transactions with a foreign partnership and with foreign corporations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Research Foundation, as the trust's sponsoring organization, has the ability to remove or replace the Trustee and it is the Finance Committee of the Research Foundation's Board of Directors that approves decisions relative to the trust's assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI lines 11, 18 and 19 - 990 Review and Availability
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI - Policies
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 Part V- Form 990-T
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Lines 7a and 7b
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Research Foundation for SUNY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0141368361
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Research
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Albany
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Related organization, "Research Foundation for SUNY," EIN 14-1368361, is the contributing employer and sponsoring organization for the filing organization, which is a section 501(c)(9) VEBA. "SUNY" stated as such on Schedule R due to space limitation on the form, stands for "State University of New York." Transactions listed in Schedule R, Part V, are the employer contributions to the VEBA trust, and reimbursements by the VEBA trust of claims and administrative payments from the sponsoring organization.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Note on Related Org Transaction
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0156490878
IRS990/TotalAssetsEOYAmt0172120148
IRS990/TotalAssetsGrp/BOYAmt0156490878
IRS990/TotalAssetsGrp/EOYAmt0172120148
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01182508
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029778357
IRS990/TotalFunctionalExpensesGrp/TotalAmt030960865
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0156490878
IRS990/TotalLiabilitiesEOYAmt0172120148
IRS990/TotalLiabilitiesGrp/BOYAmt0156490878
IRS990/TotalLiabilitiesGrp/EOYAmt0172120148
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt029778357
IRS990/TotalProgramServiceRevenueAmt023281898
IRS990/TotalReportableCompFromOrgAmt046199
IRS990/TotalRevenueGrp/ExclusionAmt07678967
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023281898
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030960865
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0156490878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0172120148
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 9
IRS990/USAddress/CityNm0Albany
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012201
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.RFSUNY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL KUTEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO, FIDUCIARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05184347050
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Research Foundation Post-Retirement
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Benefits Plan
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0800412424
ReturnHeader/Filer/InCareOfNm0% PAUL KUTEY
ReturnHeader/Filer/PhoneNum05184347050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 SOUTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002111
ReturnHeader/PreparerPersonGrp/PhoneNum06179881000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,120,148
Liabilities
$172,120,148
Net assets
$0
Revenue
$30,960,865
Expenses
$30,960,865
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$329$329$0.00$23.3$23.3$0.00
2023Summary only. Only limited summary data is available for this year.$307$307$0.00$28.2$28.2$0.00
2022Summary only. Only limited summary data is available for this year.$293$293$0.00$24.9$24.9$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$322$322$0.00$36.5$36.5$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$294$294$0.00$15.9$15.9$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$262$262$0.00$21.0$21.0$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$226$226$0.00$15.6$15.6$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$230$230$0.00$15.1$15.1$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$201$201$0.00$38.5$38.5$0.00
2015Detailed filing. Detailed filing data is available for this year.$172$172$0.00$31.0$31.0$0.00
2014Detailed filing. Detailed filing data is available for this year.$156$156$0.00$26.0$26.0$0.00
2013Summary only. Only limited summary data is available for this year.$139$139$0.00$24.3$24.3$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$118$0.00$19.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$100.0$100.0$0.00$18.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.3$96.3$0.00$20.8
Peer Organizations

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