Financial Data & Federal Reporting 

Financial Information 2009

IRS 990 Report Part 1

IRS 990 Report Part 2

The Fredonia College Foundation currently makes 4 percent of the endowment's value available annually. Earnings beyond 4 percent are used to grow the endowment's market value to offset inflation. Unless otherwise restricted by the endowment gift instrument or memorandum of agreement, New York State law provides that the Fredonia College Foundation may expend so much of the endowment fund as it deems prudent after annually considering the factors governing appropriation decisions set forth in the New York Prudent Management of Institution Funds Act. For the 2011-12 academic year, expenditures from endowments have been authorized at 4 percent.

Downloads for 2012:

Downloads for 2011:

Overview, 2001 through 2011

The Fredonia College Foundation currently makes four percent of the endowment's value available annually. Earnings beyond four percent are used to grow the endowment's market value to offset inflation. Unless otherwise restricted by the endowment gift instrument or memorandum of agreement, New York State law provides that the Fredonia College Foundation may expend so much of the endowment fund as it deems prudent after annually considering the factors governing appropriation decisions set forth in the New York Prudent Management of Institution Funds Act. 

Total


2011: $24,503,278; 2010: $23,781,388; 2009: $19,618,787; 2008: $16,045,051; 2007: $20,040,049; 2006: $18,701,894; 2005: $16,466,014; 2004: $15,730,303; 2003: $14,407,075; 2002: $11,622,522; 2001: $12,619,104


 

endowed


2011: $23,885,006 ; 2010: $22,299,427; 2009: $16,873,728; 2008: $12,668,099; 2007: $16,908,667; 2006: $16,173,334; 2005: $14,170,555; 2004: $13,379,091; 2003: $12,541,734; 2002: $9,713,983; 2001: $10,153,292

 

Grants and Awards


2011: $1,508,681; 2010: $1,401,079; 2009: $1,288,284; 2008: $1,408,752; 2007: $1,298,949; 2006: $1,191,356;
2005: $1,142,562; 2004: $1,173,982; 2003: $1,053,304; 2002: $1,226,835; 2001: $1,361,706

 

contributions and gifts


2011: $2,248,840; 2010: $3,384,300; 2009: $2,211,926; 2008: $2,007,904; 2007: $2,131,099; 2006: $1,842,701; 
2005: $1,467,403; 2004: $1,684,494; 2003: $1,730,628; 2002: $1,181,021; 2001: $2,273,353

Investment Income graph

2011 Investment Income: $363,858; 2011 S&P 500 Index: $1,257.60

 



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