2024-05-15T14:44:19-05:00 2023-06-30 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2022-07-01 160367980 BUFFALO SEMINARY BUFF 7168856780 205 BIDWELL PARKWAY BUFFALO NY 14222 HELEN MARLETTE HEAD OF SCHOOL 7168856780 2024-05-15 1 HELEN MARLETTE XXX-XX-XXXX 1 SARAH M HOPKINS P02010701 7168563300 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HELEN MARLETTE 205 BIDWELL PARKWAY BUFFALO NY 14222 5862248 0 X WWW.BUFFALOSEMINARY.ORG X 1851 NY SEM IS A COMBINATION OF VIBRANT TEACHING, ACTIVE LEARNING, CREATIVE ENGAGEMENT AND COMMUNITY SPIRIT. 19 19 93 50 0 0 2648471 851277 3858909 4140697 21469 151282 455321 228992 6984170 5372248 1623268 1729174 0 0 2840399 2854270 0 0 280836 2404378 2604898 6868045 7188342 116125 -1816094 19027323 18134034 1532172 1627284 17495151 16506750 BUFFALO SEMINARY PREPARES A DIVERSE GROUP OF YOUNG WOMEN TO BE ENGAGED SCHOLARS AND CITIZENS, PROUD TO SHAPE SOCIETY RATHER THAN BE CONTROLLED BY IT, AND READY TO LIVE AND LEAD WITH HONOR, COURAGE, AND CONFIDENCE. 0 0 5265393 1729174 4333102 PROVIDE COLLEGE PREPARATORY ENVIRONMENT IN WHICH YOUNG WOMEN ARE EMPOWERED TO TAKE THEIR PLACE IN THE GLOBAL COMMUNITY BY DEVELOPING THEIR INTELLECTS, WIDENING THEIR PERSPECTIVES, ENCOURAGING ACTIVE COMMUNITY INVOLVEMENT, AND ENSURING THEY ARE WELL GROUNDED IN ALL TRADITIONAL DISCIPLINES. 5265393 1 1 0 0 0 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 1 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X DENISE MERRELL 7168856780 205 BIDWELL PARKWAY BUFFALO NY 14222 KATHARINE BOWEN SMITH CHAIR 1.00 X X 0 0 0 ELIZABETH MONTESANO ROACH VICE CHAIR 1.00 X X 0 0 0 CINDY LEVY SECRETARY 1.00 X X 0 0 0 JENNIFER GRESS TREASURER 1.00 X X 0 0 0 MARK BURLOW TRUSTEE 1.00 X 0 0 0 ANAYDIA CATHERINE EARLE TRUSTEE 1.00 X 0 0 0 JESSICA JACOBS ENSTICE TRUSTEE 1.00 X 0 0 0 KATHRYN HAMISTER TRUSTEE 1.00 X 0 0 0 KARSON HUMISTON TRUSTEE 1.00 X 0 0 0 MARY KELKENBERG TRUSTEE 1.00 X 0 0 0 KARA HORNUNG KERWIN TRUSTEE 1.00 X 0 0 0 JOANNA GLAUSER MARYMOR TRUSTEE 1.00 X 0 0 0 BARBARA MCQUEENEY TRUSTEE 1.00 X 0 0 0 MAUREEN HAYS MITCHELL PHD TRUSTEE 1.00 X 0 0 0 ERIN O'BRIEN TRUSTEE 1.00 X 0 0 0 JENNIFER D ROBERTS PHD TRUSTEE 1.00 X 0 0 0 ALICIA C SAIA TRUSTEE 1.00 X 0 0 0 SUZANNE SEARS TRUSTEE 1.00 X 0 0 0 CAROLYN BROWN WICK TRUSTEE 1.00 X 0 0 0 HELEN MARLETTE HEAD OF SCHOOL 40.00 X 186196 0 12796 186196 0 12796 1 0 1 0 0 851277 51401 851277 TUITION & FEES 900099 4140697 4140697 4140697 21282 21282 36587 0 36587 36587 36587 620000 490000 130000 130000 130000 STUDENT ACTIVITIES 900099 105558 105558 NYS MANDATED SERVICES 611710 82022 82022 4825 4825 192405 5372248 4333102 0 187869 1275915 1275915 453259 453259 202451 202451 2225706 1325425 736857 163424 79608 46173 27067 6368 164254 102371 55699 6184 182251 109192 60554 12505 517553 333794 172788 10971 166634 62 145234 21338 225742 141123 64005 20614 102063 102063 430821 395410 33823 1588 67210 53808 7241 6161 29063 12346 16713 4 28792 27627 1165 463455 451179 9554 2722 STUDENT MEALS 249727 249727 STUDENT ACTIVITIES 88582 88582 235256 97337 108962 28957 7188342 5265393 1642113 280836 113767 84975 1308426 581773 192859 171959 48747 75745 83482 103859 16348567 9688608 7243475 6659959 281437 579052 9755130 9876712 19027323 18134034 607259 575335 524914 563625 399999 488324 1532172 1627284 X 7617466 6320706 9877685 10186044 17495151 16506750 19027323 18134034 X -1816094 -2617 830310 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 150 21200 278975 1 1 9831835 135786 848975 313918 222221 10280457 10932156 464486 -1050414 309270 205123 9831835 9801512 574270 2746557 142050 2048133 10932156 9716990 474783 61012 249511 201762 9801512 9624841 83200 260469 139672 111848 9716990 0.06000 0.80000 0.14000 1 0 279602 279602 13600357 7672979 5927378 2423608 2015629 407979 45000 45000 6659959 ESTIMATED RECEIVABLE FORM CHARITABLE REMAINDER TRUSTS 319882 BENEFICIAL INTEREST IN ASSETS HELD BY CFGB 9556830 9876712 4470767 -2617 830310 827693 3643074 1729174 1729174 5372248 5459168 0 5459168 1729174 1729174 7188342 PART V, LINE 4: ENDOWMENT FUNDS ARE PRIMARILY FOR SCHOLARSHIPS AND FINANCIAL AID. FUNDS ARE ALSO AVAILABLE FOR FACULTY AND ACADEMIC DEVELOPMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: APPRECIATION OF ASSETS HELD IN TRUST BY CFGB 830,310. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,729,174. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,729,174. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 INCLUDED IN BROCHURES GIVEN OUT TO PROSPECTIVE STUDENTS SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES NYS MANDATED SERVICES FUNDS AND TITLE FUNDS ADMINISTERED THROUGH THE BUFFALO PUBLIC SCHOOLS. THE FUNDS ARE SUBJECT TO VARIOUS COMPLIANCE AND FINANCIAL AUDITS BY THE FUNDING SOURCE. 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION SCHOLARSHIPS AWARDED TO STUDENTS FROM THIS REGION 111380 SOUTH AMERICA- ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION SCHOLARSHIPS AWARDED TO STUDENTS FROM THIS REGION 55690 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION SCHOLARSHIPS AWARDED TO STUDENTS FROM THIS REGION 108929 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION SCHOLARSHIPS AWARDED TO STUDENTS FROM THIS REGION 27500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION SCHOLARSHIPS AWARDED TO STUDENTS FROM THIS REGION 38380 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION SCHOLARSHIPS AWARDED TO STUDENTS FROM THIS REGION 111380 0 0 0 0 0 0 453259 0 453259 SCHOLARSHIPS AND FINANCIAL AID EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 3 27500 GRANT IS APPLIED DIRECTLY TO STUDENT'S TUITION AND FEES ACCOUNT. FMV SCHOLARSHIPS AND FINANCIAL AID SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 2 111380 GRANT IS APPLIED DIRECTLY TO STUDENT'S TUITION AND FEES ACCOUNT. FMV SCHOLARSHIPS AND FINANCIAL AID SOUTH AMERICA - AGENTINA, BOLIVIA, BRAZIL, COLUMBIA 1 55690 GRANT IS APPLIED DIRECTLY TO STUDENT'S TUITION AND FEES ACCOUNT. FMV SCHOLARSHIPS AND FINANCIAL AID CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 2 108929 GRANT IS APPLIED DIRECTLY TO STUDENT'S TUITION AND FEES ACCOUNT. FMV SCHOLARSHIPS AND FINANCIAL AID EUROPE (INCLUDING ICELAND & GREENLAND) 2 38380 GRANT IS APPLIED DIRECTLY TO STUDENT'S TUITION AND FEES ACCOUNT. FMV SCHOLARSHIPS AND FINANCIAL AID SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 2 111380 GRANT IS APPLIED DIRECTLY TO STUDENT'S TUITION AND FEES ACCOUNT. FMV 0 0 0 0 0 0 PART I, LINE 2: GRANTS MADE TO INDIVIDUALS OUTSIDE OF THE U.S. ARE IN THE FORM OF SCHOLARSHIPS AND INSTITUTIONAL SUPPORT FOR STUDENTS ATTENDING THE SCHOOL. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY AT THE TIME THEIR APPLICATION IS RECEIVED. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE, THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. PART III ACCOUNTING METHOD: 1 SCHOLARSHIPS AND FINANCIAL AID 127 1275915 FMV THE SCHOOL OFFERS SEVERAL TYPES OF SCHOLARSHIPS AND FINANCIAL AID TO STUDENTS. PART I, LINE 2: GRANTS MADE TO INDIVIDUALS OUTSIDE OF THE U.S. ARE IN THE FORM OF SCHOLARSHIPS AND INSTITUTIONAL SUPPORT FOR STUDENTS ATTENDING THE SCHOOL. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY AT THE TIME THEIR APPLICATION IS RECEIVED. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE, THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. X X 0 0 0 0 0 0 0 0 0 HELEN MARLETTE HEAD OF SCHOOL 186196 0 0 0 0 0 0 0 12796 0 198992 0 0 0 1000 SCHOLARSHIP FINANCIAL AID X 5 51401 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE DIRECTOR OF FINANCE, HEAD OF SCHOOL AND THE CHAIR OF THE FINANCE COMMITTEE. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED AT LEAST ANNUALLY BY BOARD TRUSTEES, OFFICERS, AND KEY EMPLOYEES. TRUSTEES ABSTAIN FROM DELIBERATIONS AND VOTING ON MATTERS WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE HEAD OF SCHOOL AND MAKING A RECOMMENDATION OF COMPENSATION TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS WILL BE PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 9: APPRECIATION OF ASSETS HELD IN TRUST BY CFGB 830,310. FORM 990, PART XI, LINE 2D THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.