Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
990 • Fiscal year 2016 • EIN 80-0412424
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
39th percentile
Higher net margin than 39% of similar nonprofits.
Top Officer Pay
50th percentile
Higher top officer pay than 50% of similar nonprofits.
Top officer pay equals 0.1% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Assets
Up$200,941,177
Up $28,821,029 (+17%) from 2015
Net Assets
Flat$0
Flat from 2015
Liabilities
Up$200,941,177
Up $28,821,029 (+17%) from 2015
Revenue
Up$38,543,871
Up $7,583,006 (+24%) from 2015
Expenses
Up$38,543,871
Up $7,583,006 (+24%) from 2015
Net Income
Flat$0
Flat from 2015
To provide post-retirement benefits to eligible participants.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $119,519,490 | $133,377,188 | ▲ $13,857,698 |
| Investments in Publicly Traded Securities | $49,610,285 | $51,627,860 | ▲ $2,017,575 |
| Savings and Temporary Cash Investments | $2,180,274 | $5,135,013 | ▲ $2,954,739 |
| 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 | $0 | → $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 |
| Prepaid Expenses and Deferred Charges | $0 | $0 | → $0 |
| Total Assets | $172,120,148 | $200,941,177 | ▲ $28,821,029 |
| Other Assets Total | $810,099 | $10,801,116 | ▲ $9,991,017 |
| Liabilities | |||
| Other Liabilities | $171,896,233 | $200,754,329 | ▲ $28,858,096 |
| Accounts Payable and Accrued Expenses | $223,915 | $186,848 | ▼ $37,067 |
| 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 | $172,120,148 | $200,941,177 | ▲ $28,821,029 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $0 | $0 | → $0 |
| Total Liabilities and Net Assets / Fund Balance | $172,120,148 | $200,941,177 | ▲ $28,821,029 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $10,801,116 | - | - |
| Other Securities | $26,792,331 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| Bank of New York Mellon | Trustee | $33,322 | $33,322 |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Partner's Capital Investment Group | Invsmt. Consulting | 50 Rowes Wharf 4th Floor, Boston, MA 02110 | $975,409 |
| Line Item | Amount |
|---|---|
| Other Expenses | $25,913,394 |
| Salaries, Compensation, and Employee Benefits | $33,322 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Expenses | $24,816,256 | - | - | $24,816,256 |
| Benefits to Members | $12,597,155 | - | - | $12,597,155 |
| Fees for Service Investment Mgmnt Fees | - | $975,409 | - | $975,409 |
| Fees for Services Management | - | $121,729 | - | $121,729 |
| Current Officers, Directors, Trustees, and Key Employees | - | $33,322 | - | $33,322 |
| Total Functional Expenses | $37,413,411 | $1,130,460 | $0 | $38,543,871 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | - | - | - | $116,642,357 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Liability | Amount |
|---|---|
| Liability for Post-retirement | $200,754,329 |
“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.”
“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.”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 223915 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 186848 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | To provide post-retirement benefits to eligible participants. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 12597155 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 12597155 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | EMILY KUNCHALA |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5184347050 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 9 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Albany |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12201 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 33322 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 33322 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 975409 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 50 Rowes Wharf 4th Floor |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | BOSTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 02110 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | Partner's Capital Investment Group |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Invsmt. Consulting |
| IRS990/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 12597155 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3100190 |
| IRS990/CYOtherExpensesAmt | 0 | 25913394 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 35443681 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 0 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 33322 |
| IRS990/CYTotalExpensesAmt | 0 | 38543871 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 38543871 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 0 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 0 |
| IRS990/Desc | 0 | The Research Foundation VEBA Trust was established to accomplish the following activities: the payment of health care and dental related claims of eligible retirees, management of the investment portfolio that has been funded to pay for current and future claims of retirees, receipt and processing of contributions from retirees as applicable, and receipt and processing of funding from the Research Foundation. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 0 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 37413411 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 121729 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 121729 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 975409 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 975409 |
| IRS990/ForeignActivitiesInd | 0 | true |
| IRS990/ForeignCountryCd | 0 | CJ |
| IRS990/ForeignFinancialAccountInd | 0 | true |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.0 |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Bank of New York Mellon |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 33322 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2009 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 251400 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1747436 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 0 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 0 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 2199654 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 72095999 |
| IRS990/GrossReceiptsAmt | 0 | 110840688 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 1 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartVInd | 0 | X |
| IRS990/InfoInScheduleOPartXInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1101354 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1101354 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 119519490 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 133377188 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 49610285 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 51627860 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 1948254 |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 70348563 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE POST-RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1998836 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1998836 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 810099 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 10801116 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | POST-RET BENEFITS EXPENSE |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 24816256 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 24816256 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 171896233 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 200754329 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Dr Jeffrey Cheek |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | RESEARCH FOUNDATION EMPLOYER FUNDING |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | RESEARCH FOUNDATION PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 34263629 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 1180052 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 34263629 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1180052 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 11805206 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 7678967 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 19109460 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 23281898 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 46199 |
| IRS990/PYTotalExpensesAmt | 0 | 30960865 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 30960865 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 0 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/PersonalAmt | 0 | 0 |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | true |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 35443681 |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 2180274 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 5135013 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/FederalIncomeTaxLiabilityAmt | 0 | 0 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 10801116 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | DUE FROM BROKER |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 200754329 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | LIABILITY FOR POST-RETIREMENT |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 16911613 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 89673244 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 26792331 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ABS. MULTISTRAT. RETURN FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | GLOBAL EQUITIES |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | PRIVATE EQUITY FUNDS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
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| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 133377188 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 200754329 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 116642357 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | Central America and the Caribbean |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | Investments |
| IRS990ScheduleF/BoycottCountriesInd | 0 | false |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | true |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | true |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | false |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | true |
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| IRS990ScheduleF/TotalSpentAmt | 0 | 116642357 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | true |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI lines 11, 18 and 19 - 990 Review and Availability |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI - Policies |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990 Part V- Form 990-T |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Lines 7a and 7b |
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| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt | 0 | NA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | The Research Foundation for SUNY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 141368361 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(3) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Research |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 7 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | PO Box 9 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Albany |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 12201 |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
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| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | true |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | Related 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/FormAndLineReferenceDesc | 0 | Note on Related Org Transaction |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | false |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
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| IRS990/TaxablePartyNotificationInd | 0 | false |
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| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 200941177 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 200941177 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 0 |
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| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 37413411 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 38543871 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 200941177 |
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| IRS990/TotalProgramServiceRevenueAmt | 0 | 35443681 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 33322 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 3100190 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 200941177 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt | 0 | 0 |
| IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO Box 9 |
| IRS990/USAddress/CityNm | 0 | Albany |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
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| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 1 |
| IRS990/WebsiteAddressTxt | 0 | WWW.RFSUNY.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | EMILY KUNCHALA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CFO, FIDUCIARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5184347050 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Research Foundation Post-Retirement |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Benefits Plan |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | RESE |
| ReturnHeader/Filer/EIN | 0 | 800412424 |
| ReturnHeader/Filer/InCareOfNm | 0 | % EMILY KUNCHALA |
| ReturnHeader/Filer/PhoneNum | 0 | 5184347050 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 9 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Albany |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12201 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 1DEB949B325A619A3451EE1DBF915D4F4C2E7259 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 1DEB949B325A619A3451EE1DBF915D4F4C2E7259 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId | 0 | 14120320172925000000 |
| ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt | 0 | 2017-10-19 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 141.254.16.246 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KPMG LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 60 SOUTH ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
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