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  5. THE NEW YORK STATE FORUM, INC.

THE NEW YORK STATE FORUM, INC.

Company Details

Name: THE NEW YORK STATE FORUM, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 23 Dec 2008 (16 years ago)
Entity Number: 3755707
ZIP code: 12207
County: Albany
Place of Formation: New York
Address: 54 STATE STREET, 6TH FLOOR, ALBANY, NY, United States, 12207

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE NEW YORK STATE FORUM 401(K) PLAN 2023 263962887 2024-05-15 THE NEW YORK STATE FORUM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541519
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD., SUITE 206, ALBANY, NY, 12205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-15
Name of individual signing QIAN LIU
THE NEW YORK STATE FORUM 401(K) PLAN 2022 263962887 2023-05-27 THE NEW YORK STATE FORUM, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541519
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD., SUITE 206, ALBANY, NY, 12205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
THE NEW YORK STATE FORUM 401(K) PLAN 2021 263962887 2022-05-31 THE NEW YORK STATE FORUM, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541519
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD., SUITE 206, ALBANY, NY, 12205

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-05-31
Name of individual signing CHRISTINE RIMER
NEW YORK STATE FORUM INC 401K PLAN 2013 263962887 2014-06-17 NEW YORK STATE FORUM INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135

Signature of
Role Plan administrator
Date 2014-06-17
Name of individual signing JOAN M SULLIVAN
Role Employer/plan sponsor
Date 2014-06-17
Name of individual signing JOAN M SULLIVAN
NEW YORK STATE FORUM INC 401K PLAN 2012 263962887 2013-09-18 NEW YORK STATE FORUM INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135

Signature of
Role Plan administrator
Date 2013-09-18
Name of individual signing JOAN M. SULLIVAN
Role Employer/plan sponsor
Date 2013-09-18
Name of individual signing JOAN M. SULLIVAN
NEW YORK STATE FORUM INC 401K PLAN 2011 263962887 2012-06-15 NEW YORK STATE FORUM INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135

Plan administrator’s name and address
Administrator’s EIN 263962887
Plan administrator’s name NEW YORK STATE FORUM INC
Plan administrator’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135
Administrator’s telephone number 5184387414

Signature of
Role Plan administrator
Date 2012-06-15
Name of individual signing DEBORAH V. BUCK
Role Employer/plan sponsor
Date 2012-06-15
Name of individual signing DEBORAH V. BUCK
NEW YORK STATE FORUM INC 401K PLAN 2010 263962887 2011-07-19 NEW YORK STATE FORUM INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135

Plan administrator’s name and address
Administrator’s EIN 263962887
Plan administrator’s name NEW YORK STATE FORUM INC
Plan administrator’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135
Administrator’s telephone number 5184387414

Signature of
Role Plan administrator
Date 2011-07-19
Name of individual signing MARK B. MITCHELL
Role Employer/plan sponsor
Date 2011-07-19
Name of individual signing MARK B. MITCHELL
NEW YORK STATE FORUM INC 401K PLAN 2009 263962887 2010-07-12 NEW YORK STATE FORUM INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 5184387414
Plan sponsor’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135

Plan administrator’s name and address
Administrator’s EIN 263962887
Plan administrator’s name NEW YORK STATE FORUM INC
Plan administrator’s address 24 AVIATION RD STE 103, ALBANY, NY, 122051135
Administrator’s telephone number 5184387414

Signature of
Role Plan administrator
Date 2010-07-12
Name of individual signing GREG BENSON
Role Employer/plan sponsor
Date 2010-07-12
Name of individual signing GREG BENSON

DOS Process Agent

Name Role Address
GREENBERG TRAURIG, LLP DOS Process Agent 54 STATE STREET, 6TH FLOOR, ALBANY, NY, United States, 12207

Filings

Filing Number Date Filed Type Effective Date
081223000182 2008-12-23 CERTIFICATE OF INCORPORATION 2008-12-23

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
26-3962887 Corporation Unconditional Exemption 24 AVIATION RD STE 103, ALBANY, NY, 12205-1135 2009-07
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2024-09
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 2123942
Income Amount 1373698
Form 990 Revenue Amount 1359504
National Taxonomy of Exempt Entities Education: Education N.E.C.
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 202309
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 202009
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 201809
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 201709
Filing Type E
Return Type 990
File View File
Organization Name NEW YORK STATE FORUM INC
EIN 26-3962887
Tax Period 201609
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2856007306 2020-04-29 0248 PPP 24 AVIATION RD suite 206, ALBANY, NY, 12205-1135
Loan Status Date 2021-05-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 77300
Loan Approval Amount (current) 77300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 33209
Servicing Lender Name Berkshire Bank
Servicing Lender Address 99 North St, PITTSFIELD, MA, 01201-5114
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ALBANY, ALBANY, NY, 12205-1135
Project Congressional District NY-20
Number of Employees 4
NAICS code 813219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 33209
Originating Lender Name Berkshire Bank
Originating Lender Address PITTSFIELD, MA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 77962.87
Forgiveness Paid Date 2021-04-08
4566848406 2021-02-06 0248 PPS 24 Aviation Rd Ste 206, Albany, NY, 12205-1135
Loan Status Date 2022-03-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 68937
Loan Approval Amount (current) 68937
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Albany, ALBANY, NY, 12205-1135
Project Congressional District NY-20
Number of Employees 4
NAICS code 813920
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 29599
Originating Lender Name Northeast Bank
Originating Lender Address LEWISTON, ME
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 69637.7
Forgiveness Paid Date 2022-02-23

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Related by address

54 STATE STREET, 6TH FLOOR, ALBANY, NY, United States, 12207

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Date of last update: 27 Mar 2025

Sources: New York Secretary of State

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