2026-04-21T07:40:55-05:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS 16TH FLOOR NEW YORK NY 10018 990 2024-07-01 131819472 SUNY COLLEGE OF OPTOMETRY FOUNDATION SUNY 2129385600 33 WEST 42ND ST NEW YORK NY 10036 DAWN RIGNEY EXECUTIVE DIRECTOR 2129385601 2026-04-21 1 1 MIKE SCHALL P02024184 2122682804 2026-03-23 2024 2025-03-06 01:10:19Z DAWN RIGNEY 33 WEST 42ND ST NEW YORK NY 10036 3740487 0 X HTTPS://WWW.SUNYOPT.EDU/GIVING X 1959 NY TO SECURE CRITICAL RESOURCES SUPPORTING SUNY COLLEGE OF OPTOMETRY IN BEING A LEADER IN VISION HEALTH THROUGH EDUCATION, ADVANCING RESEARCH, AND PROVIDING OPTIMAL EYE CARE TO PATIENTS. 16 16 0 28 0 0 790905 1066171 144745 112760 442696 486866 23158 0 1401504 1665797 691666 701390 0 0 0 0 0 0 104290 833284 999309 1524950 1700699 -123446 -34902 14206242 15158165 86213 152479 14120029 15005686 X TO PROVIDE SCHOLARSHIPS TO STUDENTS AND SUPPORT VISION CARE SERVICES TO UNDERSERVED MEN, WOMEN AND CHILDREN AS WELL AS FUNDING FOR RESEARCH. 0 0 603149 476485 9485 STUDENT SUPPORT - THE FOUNDATION PROVIDES SCHOLARSHIPS AND AWARDS TO STUDENTS WHO HAVE ACADEMIC MERIT AND FINANCIAL NEED HELPING TO ATTRACT HIGH-ACHIEVING STUDENTS TO A MUCH-NEEDED HEALTHCARE PROFESSION. ADDITIONAL STUDENT SUPPORT COMES IN THE FORM OF PROGRAM SUPPORT FOR VARIOUS ACTIVITIES LED BY STUDENTS AND THE STUDENT AFFAIRS OFFICE AT SUNY COLLEGE OF OPTOMETRY. 208956 24141 RESEARCH & CAMPUS SUPPORT THROUGH A DONOR-DIRECTED ENDOWMENT, THE FOUNDATION SUPPORTS VISION RESEARCH PRIMARILY CONDUCTED AT THE COLLEGE INCLUDING EXPOSURE TO RELEVANT RESEARCH SCIENTISTS AND PROJECTS, START-UP OR SEED FUNDING FOR SMALL RESEARCH PROJECTS, AND HELPS ENSURE SHARED EQUIPMENT AND OTHER RESOURCES NEEDED FOR A ROBUST RESEARCH ENTERPRISE. THE REMAINING FUNDS PROVIDE GENERALIZED SUPPORT TO THE CAMPUS-COMMUNITY RANGING FROM PROFESSIONAL DEVELOPMENT PROGRAMS TO KEY ACTIVITIES THAT CREATE THE LEARNING AND TEACHING ENVIRONMENT NEEDED FOR A TOP-TIER OPTOMETRY SCHOOL. 202264 200764 CLINICAL SUPPORT WE PROVIDE THE RESOURCES NEEDED IN THE UNIVERSITY EYE CENTER TO PROVIDE FREE AND LOW-COST EYE CARE TO THOSE IN NEED AS WELL AS EQUIPMENT, PROFESSIONAL DEVELOPMENT, AND TRAINING SERVICES TO ENSURE TOP QUALITY CARE. ON AVERAGE 1,400 TO 1,600 VISITS REQUIRE CHARITABLE ASSISTANCE TO ACCESS AND RECEIVE THE CARE THEY NEED. 126400 103275 INTERNATIONAL PROGRAMS: THROUGH CONTRACT AND SERVICE AGREEMENTS THE COLLEGE AND FOUNDATION PARTNER WITH OTHER SCHOOLS AND HIGHER LEARNING ENTITIES TO PROVIDE OPTOMETRIC EDUCATION, SCOPE OF PRACTICE AND SPECIALTIES, EXTERNSHIPS, AND CLINICIAN CULTURAL COMPETENCY PROGRAMS. THESE ENRICH THE COLLEGE'S CLINICAL AND EDUCATIONAL PROGRAMS.[ 126400 103275 1140769 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X DAWN RIGNEY 2129385600 33 WEST 42ND ST NEW YORK NY 10036 X RICHARD SODEN OD PRESIDENT 8.00 X X 0 0 0 THOMAS FARRELL VICE PRESIDENT 2.00 X X 0 0 0 DENNIS P GEHR TREASURER 2.00 X X 0 0 0 RICHARD FEINBLOOM IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MARGE AXELRAD TRUSTEE 1.00 X 0 0 0 MARY BOTELHO OD TRUSTEE 1.00 X 0 0 0 JASON ECKERT TRUSTEE 1.00 X 0 0 0 MARK FEDER OD TRUSTEE 1.00 X 0 0 0 KEVIN GIOIA MD TRUSTEE 1.00 X 0 0 0 RONALD MILLMAN OD TRUSTEE 1.00 X 0 0 0 WILLIAM MORAN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER QUINN OD TRUSTEE 1.00 X 0 0 0 DAVID TROILO TRUSTEE 1.00 X 0 0 0 ARAVELLA SIMOTAS TRUSTEE 1.00 X 0 0 0 JERRY WARNER TRUSTEE 1.00 X 0 0 0 HAROLD WILSHINSKY TRUSTEE 1.00 X 0 0 0 DAWN RIGNEY SECRETARY/EXECUTIVE DIRECTOR 15.00 X 0 0 0 0 0 0 0 0 0 0 0 1066171 1460 1066171 PROGRAM REVENUE 900099 112760 112760 112760 350603 350603 2210953 2074690 136263 136263 136263 1665797 112760 0 486866 X 293014 293014 408376 408376 12023 12023 173349 173349 86801 86801 280368 137559 142809 168334 99831 22323 46180 265098 201989 4999 58110 11876 11876 SUPPLIES 1460 1460 1700699 1140769 455640 104290 192689 159119 10000 228319 9352 9352 11999071 11467959 1930530 3219816 64600 73600 14206242 15158165 86213 132479 20000 86213 152479 X 4110444 3784301 10009585 11221385 14120029 15005686 14206242 15158165 X -34902 911559 9000 X 0 1 X 1 0 X 984436 906634 2697218 790905 1066171 6445364 984436 906634 2697218 790905 1066171 6445364 1854305 4591059 276534 293144 306251 338652 350603 1565184 27388 20000 2123 23158 72669 8083217 404633 0.56800 0.51560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8525974 193062 884449 255900 9347585 7529608 331972 865350 200956 8525974 5271739 1837800 585204 165135 7529608 6048082 262028 -875271 163100 5271739 4703943 282139 1116454 54454 6048082 1.00000 0 0 0 INV. HELD FOR ENDOWMENT 3219816 F 3219816 X 2692306 911559 192751 9000 1113310 1578996 86801 86801 1665797 1806649 192751 192751 1613898 86801 86801 1700699 PART V, LINE 4: TO PROVIDE SUPPORT FOR THE COLLEGE AND VISION RELATED RESEARCH AND TO PROVIDE AWARDS AND SCHOLARSHIPS. PART X, LINE 2: SUNY COLLEGE OF OPTOMETRY FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING JUNE 30, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET DEPRECIATION IN INTEREST OF CHARITABLE REMAINDER TRUST 9,000. 1 SUNY COLLEGE OF OPTOMETRY 33 WEST 42ND ST NEW YORK NY 10036 146013200 293014 0 INDIGENT CARE PROGRAMS SCHOLARSHIPS 83 408376 PART I, LINE 2: THE EXECUTIVE DIRECTOR REVIEWS SCHOLARSHIPS ON AN ANNUAL BASIS. ALL GRANTS GIVEN TO THE COLLEGE ARE MONITORED BY THE GRANT DEPARTMENT TO VERIFY THE FUNDS ARE UTILIZED WITH ORIGINAL DONOR INTENT AND APPLICABLE LAWS. GRANT ARE SUBJECT TO REVIEW BY STATE UNIVERSITY OF NEW YORK. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A DRAFT FORM 990 IS SENT TO BOARD MEMBERS OF THE ORGANIZATION WHO THEN HAVE THE OPPORTUNITY TO REVIEW AND MAKE INQUIRIES. ALL INQUIRIES ARE ADDRESSED AND ANY CHANGES MADE ARE BASED ON THIS REVIEW. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES SIGN INDIVIDUAL CONFLICT OF INTEREST STATEMENTS ANNUALLY AND RECEIVE COPIES OF THE FULL POLICY. THERE IS ALSO AN INTERNAL CONTROL COMMITTEE WHICH MONITORS POTENTIAL CONFLICTS OF INTEREST. SUNY COLLEGE OF OPTOMETRY FOUNDATION IS SMALL ENOUGH FOR THE EXECUTIVE DIRECTOR AND TRUSTEES TO MONITOR POSSIBLE CONFLICTS BEFORE THEY OCCUR. IF THERE WERE TO BE A CONFLICT OR A POTENTIAL CONFLICT, THE BOARD MEMBER WOULD BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATION AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 137,559. MANAGEMENT AND GENERAL EXPENSES 142,809. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 280,368. FORM 990, PART XI, LINE 9: NET INCREASE IN INTEREST OF CHARITABLE REMAINDER TRUST 9,000.