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FORDHAM UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FORDHAM UNIVERSITY (EIN 13-1740451)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202411359349312141
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T17:15:31-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 Park AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101540102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131740451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORDHAM UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANTHONY M GRONOInCareOfNm
Business Name ControlFORDBusinessNameControlTxt
Phone7188171000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1441 E Fordham Road FMH 512AddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP104585170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY M GRONOPersonNm
Person TitleINT VP FIN/ASST TREAPersonTitleTxt
Phone7188171000PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANTHONY MPersonFirstNm
Person LastGRONOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEVIN L DUNCANPreparerPersonNm
PTINP01249521PTIN
Phone2127589700PhoneNum
Preparation2024-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTania TetlowPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1441 E FORDHAM ROADAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP104585170ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,577,685,254GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FORDHAM.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1841FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION.ActivityOrMissionDesc
Voting Members Governing Body38VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee7866TotalEmployeeCnt
Total Volunteers2470TotalVolunteersCnt
Total Gross UBI-$195,196TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$109,617,911PYContributionsGrantsAmt
CY Contributions Grants$94,485,027CYContributionsGrantsAmt
PY Program Service Revenue$885,598,914PYProgramServiceRevenueAmt
CY Program Service Revenue$926,282,380CYProgramServiceRevenueAmt
PY Investment Income$71,928,845PYInvestmentIncomeAmt
CY Investment Income-$3,527,856CYInvestmentIncomeAmt
PY Other Revenue$318,728PYOtherRevenueAmt
CY Other Revenue$16,516CYOtherRevenueAmt
PY Total Revenue$1,067,464,398PYTotalRevenueAmt
CY Total Revenue$1,017,256,067CYTotalRevenueAmt
PY Grants And Similar Paid$313,030,506PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$322,513,245CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$412,785,913PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$426,301,870CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,215,696PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$616,407CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,272,146CYTotalFundraisingExpenseAmt
PY Other Expenses$289,784,071PYOtherExpensesAmt
CY Other Expenses$293,949,882CYOtherExpensesAmt
PY Total Expenses$1,016,816,186PYTotalExpensesAmt
CY Total Expenses$1,043,381,404CYTotalExpensesAmt
PY Revenues Less Expenses$50,648,212PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,125,337CYRevenuesLessExpensesAmt
Total Assets BOY$2,374,890,617TotalAssetsBOYAmt
Total Assets EOY$2,402,364,778TotalAssetsEOYAmt
Total Liabilities BOY$820,948,931TotalLiabilitiesBOYAmt
Total Liabilities EOY$795,523,720TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,553,941,686NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,606,841,058NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFORDHAM UNIVERSITY, THE JESUIT UNIVERSITY OF NEW YORK, IS COMMITTED TO THE DISCOVERY OF WISDOM AND THE TRANSMISSION OF LEARNING, THROUGH RESEARCH AND THROUGH EDUCATION OF THE HIGHEST QUALITY. FOR MORE INFORMATION, SEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$847,312,715ExpenseAmt
Grant$322,513,245GrantAmt
Revenue$822,253,780RevenueAmt
DescHIGHER EDUCATION FORDHAM UNIVERSITY IS AN INDEPENDENT, NOT-FOR-PROFIT, COEDUCATIONAL INSTITUTION OF HIGHER LEARNING, IN THE JESUIT TRADITION, WITH ITS PRINCIPAL CAMPUSES LOCATED IN NEW YORK CITY. FORDHAM UNIVERSITY SERVES AND EDUCATES APPROXIMATELY 9,700 UNDERGRADUATE STUDENTS AND 5,800 GRADUATE AND PROFESSIONAL STUDENTS. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$103,272,182ExpenseAmt
Revenue$104,028,600RevenueAmt
DescSTUDENT HOUSING & FOOD SERVICES THE UNIVERSITY PROVIDES VARIOUS SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF AND IN SUPPORT OF EDUCATIONAL ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$950,584,897TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document20742IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7866EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed2Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members38GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANTHONY M GRONOPersonNm
Phone7188171000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1441 E FORDHAM RDAddressLine1Txt
CityBRONXCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10458ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
TANIA TETLOW
PRESIDENT & TTEE (START 07/22)35.00.0Yes (X)Yes (X)$691,843$0$86,138
DENNIS C JACOBS
PROVOST & SVP ACADEMIC AFFAIRS35.00.0Yes (X)$661,121$0$91,063
DONNA RAPPACCIOLI
DEAN (end 06/22); PROFESSOR35.00.0$632,443$0$87,149Yes (X)
MARTHA K HIRST
SR VP, CFO & TREASURER35.00.0Yes (X)$618,785$0$64,742
MATTHEW DILLER
DEAN35.00.0$527,245$0$90,637Yes (X)
KEITH A URGO
HEAD MEN'S BASKETBALL COACH35.00.0$528,121$0$79,337Yes (X)
ROGER MILICI
VP FOR DEV AND UNIV RELATIONS35.00.0Yes (X)$482,959$0$79,536
JEFFREY GRAY
SVP OF STUDENT AFFAIRS35.00.0Yes (X)$448,557$0$108,862
IFTEKHAR HASAN
PROFESSOR35.00.0$490,026$0$67,364Yes (X)
JONATHAN CRYSTAL
VICE PROVOST FOR ACAD. AFFAIRS35.00.0$435,201$0$99,016Yes (X)
MARCO VALERA
VP FOR ADMINISTRATION35.00.0Yes (X)$464,298$0$50,197
FRANK SIMIO
VP FOR LINCOLN CENTER35.00.0Yes (X)$417,306$0$89,765
KAY TURNER
VP FOR HUMAN RESOURCES35.00.0Yes (X)$424,864$0$70,229
PETER STACE
FMR SVP ENRL & STGY35.00.0$444,555$0$46,772Yes (X)
NICHOLAS MILOWSKI
VP FOR FINANCE & ASST TREAS35.00.0Yes (X)$375,910$0$92,613
MARGARET BALL
VICE PRES. & GENERAL COUNSEL35.00.0Yes (X)$372,910$0$82,849
ANAND PADMANABHAN
VP & CIO35.00.0Yes (X)$368,424$0$78,720
JOHN BUCKLEY
SVP FOR ENROLLMENT35.00.0Yes (X)$287,374$0$146,824
DOROTHY MARINUCCI
UNIV. SECRETARY (start 02/23)35.00.0Yes (X)$297,940$0$89,128
DENNY CHIN
TRUSTEE & ADJUNCT PROFESSOR2.00.0Yes (X)$212,112$0$0
Michael Trerotola
Chief of Staff & ASST UNIV SEC35.00.0Yes (X)$111,508$0$29,072
CAROLYN M ALBSTEIN
TRUSTEE1.00.0Yes (X)$0$0$0
MEAGHAN JARENSKY BARAKETT
TRUSTEE1.00.0Yes (X)$0$0$0
ULDERICO CALERO JR
TRUSTEE1.00.0Yes (X)$0$0$0
ANTHONY P CARTER
TRUSTEE1.00.0Yes (X)$0$0$0
EMANUEL CHIRICO
TRUSTEE1.00.0Yes (X)$0$0$0
GREGORY C CHISHOLM SJ
TRUSTEE (END 06/23)1.00.0Yes (X)$0$0$0
ROBERT D DALEO
TRUSTEE & CHAIR (END 06/23)2.00.0Yes (X)Yes (X)$0$0$0
MICHAEL J DOWLING
TRUSTEE1.00.0Yes (X)$0$0$0
CHRISTOPHER F FITZMAURICE
TRUSTEE1.00.0Yes (X)$0$0$0
JAMES P FLAHERTY
TRUSTEE (END 06/23)1.00.0Yes (X)$0$0$0
NORA AHERN GROSE
TRUSTEE1.00.0Yes (X)$0$0$0
PATRICIA HELLER
TRUSTEE (END 06/23)1.00.0Yes (X)$0$0$0
ANDREW J HINTON
TRUSTEE1.00.0Yes (X)$0$0$0
DARLENE LUCCIO JORDAN
TRUSTEE1.00.0Yes (X)$0$0$0
JOHN L LUMELLEAU
TRUSTEE1.00.0Yes (X)$0$0$0
HENRY S MILLER
TRUSTEE1.00.0Yes (X)$0$0$0
JAMES J MIRACKY SJ
TRUSTEE1.00.0Yes (X)$0$0$0
ARMANDO NUNEZ JR
TRUSTEE1.00.0Yes (X)$0$0$0
VALERIE IRICK RAINFORD
TRUSTEE1.00.0Yes (X)$0$0$0
THOMAS J REGAN SJ
TRUSTEE & VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
GUALBERTO RODRIGUEZ-FELICIANO
TRUSTEE (END 06/23)1.00.0Yes (X)$0$0$0
SUSAN CONLEY SALICE
TRUSTEE1.00.0Yes (X)$0$0$0
RICHARD P SALMI SJ
TRUSTEE1.00.0Yes (X)$0$0$0
EILEEN FITZGERALD SUDLER
TRUSTEE (END 06/23)1.00.0Yes (X)$0$0$0
MARY ANN SULLIVAN
TRUSTEE & VICE CHAIR2.00.0Yes (X)Yes (X)$0$0$0
DARIO WERTHEIN
TRUSTEE1.00.0Yes (X)$0$0$0
GERALD R BLASZCZAK SJ
TRUSTEE1.00.0Yes (X)$0$0$0
DARRYL EMERSON BROWN
TRUSTEE1.00.0Yes (X)$0$0$0
THOMAS C ENNIS
TRUSTEE (END 06/23)1.00.0Yes (X)$0$0$0
KATHLEEN MACLEAN
TRUSTEE1.00.0Yes (X)$0$0$0
EDWARD M STROZ
TRUSTEE1.00.0Yes (X)$0$0$0
KIM BEPLER
TRUSTEE (START 07/22)1.00.0Yes (X)$0$0$0
DONNA MORRIS
TRUSTEE (START 07/22)1.00.0Yes (X)$0$0$0
JAMES ROWEN
TRUSTEE (START 07/22)1.00.0Yes (X)$0$0$0
DONNA O SMOLENS
TRUSTEE (START 07/22)1.00.0Yes (X)$0$0$0
WILLIAM J TOPPETA
TRUSTEE (START 07/22)1.00.0Yes (X)$0$0$0
JOHN CECERO SJ
VP MISSION INT & MINISTRY35.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,293,502TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,630,013TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K932IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TISHMAN INTERIORS CORPORATION
100 PARK AVENUENEW YORKNY10017CONSTRUCTION$26,588,758
2U INC
7900 HARKINS ROADLANHAMMD20706ONLINE EDUCATION$21,089,806
ARAMARK SERVICES INC
1101 MARKET STREETPHILADELPHIAPA19107FOOD SERVICE$25,418,451
ALLIED UNIVERSAL SECURITY SERVICES
EIGHT TOWER BRIDGE 161 WASHINGTONCONSHOHOCKENPA19428SECURITY SERVICES$8,507,312
CALDWELL WALSH BUILDING CONSTRUCT
60 EAST 42ND STREET SUITE 601NEW YORKNY10165CONSTRUCTION$5,556,556
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K285CntrctRcvdGreaterThan100KCnt
Fundraising$2,549,378FundraisingAmt
Government Grants$29,749,657GovernmentGrantsAmt
All Other Contributions$62,185,992AllOtherContributionsAmt
Noncash Contributions$1,042,308NoncashContributionsAmt
Total Contributions$94,485,027TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TUITION AND FEES611600$813,315,734$813,315,734
STUDENT HOUSING & FOOD SERVICES611710$104,028,600$103,020,523$1,008,077
ATHLETIC AND SUMMER PROGRAMS611710$4,448,622$4,448,622
FEES FOR EDUCATIONAL SERVICES611600$936,814$925,114$11,700
FACILITIES RENTAL611710$992,560$992,560

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,560,050TotalRevenueColumnAmt
Related Or Exempt Func Income$2,560,050RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$926,282,380TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,258,195TotalRevenueColumnAmt
Unrelated Business Revenue-$825,224UnrelatedBusinessRevenueAmt
Exclusion$21,083,419ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$293,772TotalRevenueColumnAmt
Exclusion$293,772ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$370,635TotalRevenueColumnAmt
Exclusion$370,635ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$374,353RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$374,353RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$374,353TotalRevenueColumnAmt
Exclusion$374,353ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$534,451,022SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$558,530,845SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$24,079,823SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$24,079,823TotalRevenueColumnAmt
Exclusion-$24,079,823ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$539,842FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$960,663ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,898,342FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,358,500TotalRevenueColumnAmt
Exclusion-$1,358,500ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PARKING INCOME - OPEN TO PUBLIC812930$586,082$586,082
TRAVEL TOURS561500$43,946$43,946
FieldValueIRS element (for citing)
Other Revenue Total$630,028OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,017,256,067TotalRevenueColumnAmt
Related Or Exempt Func Income$925,262,603RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$195,196UnrelatedBusinessRevenueAmt
Exclusion-$2,296,367ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,741,764TotalAmt
Program Services$1,741,764ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$320,701,584TotalAmt
Program Services$320,701,584ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$69,897TotalAmt
Program Services$69,897ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,512,287TotalAmt
Program Services$3,415,912ProgramServicesAmt
Management And General$3,918,603ManagementAndGeneralAmt
Fundraising$1,177,772FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$303,556,372TotalAmt
Program Services$275,173,208ProgramServicesAmt
Management And General$21,093,909ManagementAndGeneralAmt
Fundraising$7,289,255FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$21,836,386TotalAmt
Program Services$20,223,448ProgramServicesAmt
Management And General$1,291,482ManagementAndGeneralAmt
Fundraising$321,456FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$71,076,381TotalAmt
Program Services$59,868,057ProgramServicesAmt
Management And General$8,218,916ManagementAndGeneralAmt
Fundraising$2,989,408FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,320,444TotalAmt
Program Services$19,745,616ProgramServicesAmt
Management And General$1,260,968ManagementAndGeneralAmt
Fundraising$313,860FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,044,834TotalAmt
Program Services$5,548ProgramServicesAmt
Management And General$2,039,286ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$381,040TotalAmt
Program Services$0ProgramServicesAmt
Management And General$381,040ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$15,518TotalAmt
Program Services$0ProgramServicesAmt
Management And General$15,518ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$616,407TotalAmt
Fundraising$616,407FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,558,150TotalAmt
Program Services$0ProgramServicesAmt
Management And General$11,558,150ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$25,072,329TotalAmt
Program Services$13,563,997ProgramServicesAmt
Management And General$10,908,203ManagementAndGeneralAmt
Fundraising$600,129FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,699,641TotalAmt
Program Services$4,088,486ProgramServicesAmt
Management And General$294,281ManagementAndGeneralAmt
Fundraising$316,874FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,566,819TotalAmt
Program Services$10,246,476ProgramServicesAmt
Management And General$1,064,969ManagementAndGeneralAmt
Fundraising$255,374FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$14,316,604TotalAmt
Program Services$12,785,116ProgramServicesAmt
Management And General$1,501,802ManagementAndGeneralAmt
Fundraising$29,686FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$106,866TotalAmt
Program Services$83,456ProgramServicesAmt
Management And General$23,410ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,013,032TotalAmt
Program Services$35,228,344ProgramServicesAmt
Management And General$1,289,623ManagementAndGeneralAmt
Fundraising$495,065FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,142,042TotalAmt
Program Services$9,434,304ProgramServicesAmt
Management And General$434,219ManagementAndGeneralAmt
Fundraising$273,519FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,642,734TotalAmt
Program Services$10,167,812ProgramServicesAmt
Management And General$1,817,618ManagementAndGeneralAmt
Fundraising$657,304FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$17,472,424TotalAmt
Program Services$17,140,112ProgramServicesAmt
Management And General$332,312ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$56,124,165TotalAmt
Program Services$50,848,494ProgramServicesAmt
Management And General$3,928,691ManagementAndGeneralAmt
Fundraising$1,346,980FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,552,725TotalAmt
Program Services$2,750,448ProgramServicesAmt
Management And General$2,799,371ManagementAndGeneralAmt
Fundraising$2,906FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ONLINE LEARN - 3RD PTY PMT$25,720,976$25,720,976$0$0
STUDENT MEAL COSTS$20,396,481$20,396,481$0$0
LIBRARY MATERIALS$5,419,337$5,394,806$24,531$0
DUES/SUBSCRIPTIONS$3,154,791$2,213,460$631,486$309,845

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,549,374TotalAmt
Program Services$29,577,095ProgramServicesAmt
Management And General$695,973ManagementAndGeneralAmt
Fundraising$276,306FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,043,381,404TotalAmt
Program Services$950,584,897ProgramServicesAmt
Management And General$75,524,361ManagementAndGeneralAmt
Fundraising$17,272,146FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,234,857BOYAmt
EOY$6,435,155EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$54,231,118BOYAmt
EOY$55,417,772EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$100,200,015BOYAmt
EOY$100,417,176EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,003,069BOYAmt
EOY$14,007,105EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$5,899,788BOYAmt
EOY$5,052,451EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$719,047BOYAmt
EOY$749,026EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,262,931BOYAmt
EOY$7,789,734EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,969,465,911LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$799,573,301LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,147,960,624BOYAmt
EOY$1,169,892,610EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$159,237,487BOYAmt
EOY$89,439,906EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$768,298,475BOYAmt
EOY$845,334,864EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$109,843,206BOYAmt
EOY$107,828,979EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,374,890,617BOYAmt
EOY$2,402,364,778EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$96,426,032BOYAmt
EOY$72,014,171EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$36,643,997BOYAmt
EOY$43,057,369EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$493,012,127BOYAmt
EOY$473,891,706EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$38,739,005BOYAmt
EOY$58,772,459EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$156,127,770BOYAmt
EOY$147,788,015EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$820,948,931BOYAmt
EOY$795,523,720EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$738,683,357BOYAmt
EOY$755,730,058EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$815,258,329BOYAmt
EOY$851,111,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,553,941,686BOYAmt
EOY$1,606,841,058EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,374,890,617BOYAmt
EOY$2,402,364,778EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$26,125,337ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$74,147,841NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$4,876,868OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,653,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,632,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,473,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,617,911CurrentTaxYearMinus1YearAmt
Current Tax Year$94,485,027CurrentTaxYearAmt
Total$492,862,595TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,653,725CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,632,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,473,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,617,911CurrentTaxYearMinus1YearAmt
Current Tax Year$94,485,027CurrentTaxYearAmt
Total$492,862,595TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$25,350,358SubstantialContributorsTotAmt
Public Support Total170$467,512,237PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,272,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,698,303CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,100,364CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,871,964CurrentTaxYearMinus1YearAmt
Current Tax Year$21,296,955CurrentTaxYearAmt
Total$72,240,140TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,279,214CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$914,758CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$391,715CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,098,891CurrentTaxYearMinus1YearAmt
Current Tax Year$1,019,777CurrentTaxYearAmt
Total$4,704,355TotalAmt
FieldValueIRS element (for citing)
Total Support$569,807,090TotalSupportAmt
Gross Receipts Rltd Activities$4,246,665,483GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82047PublicSupportCY170Pct
Public Support PY1700.82702PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME: LINE 10 INCLUDES OTHER PROGRAM REVENUE EXCLUDED FROM UNRELATED BUSINESS TAXABLE INCOME.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsYes (true)MediaAdvertisementsInd
Media Advertisements$20,038MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$9,131MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$59,148DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$5,252RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$18,386OtherActivitiesAmt
Total Lobbying Expenditures$111,955TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE C, PART II-B, LINE 1LOBBYING ACTIVITIES: AN INSUBSTANTIAL PART OF THE UNIVERSITY'S ACTIVITIES INCLUDED THOSE ATTEMPTING TO INFLUENCE LOCAL, STATE AND FEDERAL LEGISLATION, REGULATION, AND POLICY BENEFICIAL TO THE UNIVERSITY AND ITS STUDENTS.
LINE 1ITHE UNIVERSITY PAID MEMBERSHIP DUES TO FIVE ORGANIZATIONS, EACH OF WHICH ENGAGED IN SOME DEGREE OF LOBBYING ACTIVITY. TOTAL MEMBERSHIP DUES PAID DURING FISCAL YEAR 2023 (AND THE PORTIONS OF WHICH WERE ATTRIBUTED TO LOBBYING ACTIVITIES) WERE AS FOLLOWS: THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES $99,563 ($4,231) THE COMMISSION ON INDEPENDENT COLLEGES AND UNIVERSITIES $97,496 ($4,280) NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES $18,250 ($1,278) American Council on Education $14,477 ($782) NATIONAL HUMANITIES ALLIANCE $3,100 ($930) LOBBYING ACTIVITIES DO NOT CONSTITUTE A SUBSTANTIAL PORTION OF FORDHAM'S ACTIVITIES.

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$4,177,843AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$972,445,875BeginningYearBalanceAmt
Contributions$23,634,831ContributionsAmt
Investment Earnings Or Losses$68,489,155InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,691,027GrantsOrScholarshipsAmt
Other Expenditures$57,142,454OtherExpendituresAmt
Administrative Expenses$11,558,150AdministrativeExpensesAmt
End Year Balance$978,178,230EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,000,215,785BeginningYearBalanceAmt
Contributions$63,049,670ContributionsAmt
Investment Earnings Or Losses-$44,227,443InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,389,788GrantsOrScholarshipsAmt
Other Expenditures$21,372,761OtherExpendituresAmt
Administrative Expenses$9,829,588AdministrativeExpensesAmt
End Year Balance$972,445,875EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$712,774,540BeginningYearBalanceAmt
Contributions$118,069,666ContributionsAmt
Investment Earnings Or Losses$212,399,359InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,806,543GrantsOrScholarshipsAmt
Other Expenditures$17,799,657OtherExpendituresAmt
Administrative Expenses$10,421,580AdministrativeExpensesAmt
End Year Balance$1,000,215,785EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$733,516,335BeginningYearBalanceAmt
Contributions$16,343,516ContributionsAmt
Investment Earnings Or Losses$2,276,483InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,053,700GrantsOrScholarshipsAmt
Other Expenditures$17,823,983OtherExpendituresAmt
Administrative Expenses$7,484,111AdministrativeExpensesAmt
End Year Balance$712,774,540EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$729,179,329BeginningYearBalanceAmt
Contributions$17,425,000ContributionsAmt
Investment Earnings Or Losses$24,248,865InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,408,657GrantsOrScholarshipsAmt
Other Expenditures$17,414,662OtherExpendituresAmt
Administrative Expenses$6,513,540AdministrativeExpensesAmt
End Year Balance$733,516,335EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.41330BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.39000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19670TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,607,246OtherCostOrOtherBasisAmt
Book Value$14,607,246BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,463,182,346OtherCostOrOtherBasisAmt
Depreciation$516,727,702DepreciationAmt
Book Value$946,454,644BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,471,183OtherCostOrOtherBasisAmt
Depreciation$3,005,755DepreciationAmt
Book Value$4,465,428BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$349,951,294OtherCostOrOtherBasisAmt
Depreciation$260,682,292DepreciationAmt
Book Value$89,269,002BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$134,253,842OtherCostOrOtherBasisAmt
Depreciation$19,157,552DepreciationAmt
Book Value$115,096,290BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,169,892,610TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NON-PUBLIC EQUITY FUNDS$177,834,687F
HEDGE FUNDS$194,551,204F
PRIVATE CAPITAL FUNDS$472,948,973F
FieldValueIRS element (for citing)
Total Book Value Securities$845,334,864TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
POSTRETIREMENT BENEFIT OBLIGATION$51,563,000
U.S. GOVT REFUNDABLE ADVANCES$870,962
AMOUNTS HELD ON BEHALF OF OTHERS$5,478,820
OPERATING LEASE LIABILITIES$89,875,233
FieldValueIRS element (for citing)
Total Liability$147,788,015TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$768,680,971TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$74,147,841NetUnrealizedGainsInvstAmt
Other Revenue-$313,063,130OtherRevenueAmt
Revenue Not Reported-$238,915,289RevenueNotReportedAmt
Revenue Subtotal$1,007,596,260RevenueSubtotalAmt
Investment Expenses Not Incld$11,558,150InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,898,343OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$9,659,807RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,017,256,067TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$716,155,022TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,553,246OtherExpensesIncludedAmt
Expenses Not Reported$4,553,246ExpensesNotReportedAmt
Expenses Subtotal$711,601,776ExpensesSubtotalAmt
Investment Expenses Not Incld2$11,558,150InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$320,221,478OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$331,779,628ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,043,381,404TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4COLLECTIONS: THE UNIVERSITY'S MOST SIGNIFICANT COLLECTION IS EXHIBITED AT ITS MUSEUM OF GREEK, ETRUSCAN AND ROMAN ART. THE MUSEUM OCCUPIES 4,000 SQUARE FEET OF SPACE AND FEATURES AROUND 350 ANTIQUITIES DATING FROM 150,000 BCE THROUGH THE 6TH CENTURY CE. THE MUSEUM, ADMISSION TO WHICH IS FREE OF CHARGE, IS OPEN TO THE PUBLIC FOR BOTH EDUCATIONAL AND RESEARCH-RELATED PURPOSES.
SCHEDULE D, PART V, LINE 4ENDOWMENT FUNDS: THE PURPOSE OF FORDHAM UNIVERSITY'S ENDOWMENT IS TO GENERATE INVESTMENT EARNINGS AS A SOURCE OF REVENUE TO SUPPORT FINANCIAL ASSISTANCE TO STUDENTS, FUND NEW AND CUTTING-EDGE PROGRAMS WHILE MAINTAINING AND IMPROVING EXISTING ONES, AND IMPROVE AND MAINTAIN THE CAMPUS TO MEET THE NEEDS OF THE UNIVERSITY COMMUNITY, AS RESTRICTED BY DONORS OR INTERNALLY DESIGNATED BY THE BOARD OF TRUSTEES.
SCHEDULE D, PART X, LINE 2INCOME TAXES: THE UNIVERSITY EVALUATES UNCERTAINTIES IN INCOME TAXES AND ACCOUNTS FOR THEM IN the FINANCIAL STATEMENTS IF THEY EXCEED A THRESHOLD OF MORE-LIKELY-THAN-NOT OF BEING SUSTAINED. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. Income generated from activities that support the University's mission but may not directly relate to its exempt purpose (i.e. unrelated business activities), is subject to tax. In connection with the University's routine evaluation of unrelated business activities, a deferred tax asset totaling $1,151,527 at both June 30, 2023 and 2022 was recognized, which is included in other assets on the accompanying statement of financial position, to reflect the fact that net operating loss carryforwards will likely be deductible against future taxable income.
RECONCILIATION OF ACTIVITY PER AUDITED FINANCIAL STATEMENTS & FORM 990SCHEDULE D, PART XI, LINE 2D OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF PERPETUAL TRUST -280,793 CHANGE IN VALUE OF INTEREST RATE SWAP 2,366,141 FINANCIAL AID AWARDS -320,215,746 CHANGE IN POST RETIREMENT HEALTH BENEFIT OBLIGATION OTHER THAN NET PERIODIC BENEFIT COST 2,595,000 NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST 2,478,000 TRAVEL TOUR EXPENSE -5,732 ------------- TOTAL -313,063,130 SCHEDULE D, PART XI, LINE 4B SPECIAL EVENT EXPENSES -1,898,343
SCHEDULE D, PART XII, LINES 2 and 4SCHEDULE D, PART XII, LINE 2D OTHER ADJUSTMENTS: LONDON PGM EXP & CURRENCY ADJ 2,654,903 SPECIAL EVENTS EXPENSES 1,898,343 ------------- TOTAL 4,553,246 SCHEDULE D, PART XII, LINE 4B OTHER ADJUSTMENTS: FINANCIAL AID AWARDS 320,215,746 TRAVEL TOUR EXPENSE 5,732 --------------- TOTAL 320,221,478

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3NONDISCRIMINATION POLICY: THE UNIVERSITY INCLUDES A STATEMENT OF ITS NON-DISCRIMINATION POLICY ON ITS WEBSITE, AS WELL AS IN STUDENT REGISTRATION MATERIALS, STUDENT COURSE CATALOGS, AND EMPLOYEE JOB POSTINGS.
SCHEDULE E, PART I, LINE 6AEXPLANATION OF GOVERNMENT FINANCIAL AID: THE UNIVERSITY RECEIVES GRANTS FOR RESEARCH, TRAINING, AND FINANCIAL AID FROM THE NATIONAL SCIENCE FOUNDATION, THE U.S. DEPARTMENT OF EDUCATION, THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES, AND VARIOUS OTHER FEDERAL, NEW YORK STATE AND NEW YORK CITY AGENCIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)150Program ServicesINTERNATIONAL STUDIES$8,759,274
East Asia and the Pacific015Program ServicesInternational Studies$304,035
East Asia and the Pacific01Program ServicesLaw School$33,719
Sub-Saharan Africa05Program ServicesLaw School$30,680
Europe (Including Iceland and Greenland)014Program ServicesLaw School$82,071
Central America and the Caribbean00Investments$324,388,349
North America00Investments$27,407,266
Europe (Including Iceland and Greenland)00Investments$64,411,459
South Asia00GrantmakingRESEARCH$14,346
South America00GrantmakingRESEARCH$18,251
East Asia and the Pacific00GrantmakingRESEARCH$17,300
Europe (Including Iceland and Greenland)00GrantmakingRESEARCH$20,000
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees85SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee85TotalEmployeeCnt
Subtotal Spent$425,486,750SubtotalSpentAmt
Total Spent$425,486,750TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
South AsiaRESEARCH$14,346Wire
South AmericaRESEARCH$18,251Wire
Europe (Including Iceland and Greenland)RESEARCH$20,000Wire
East Asia and the PacificRESEARCH$17,300Wire
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustYes (true)InterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I, LINE 3, COLUMN (F)METHOD OF ACCOUNTING: EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH FORDHAM UNIVERSITY'S AUDITED FINANCIAL STATEMENTS.
SCHEDULE F, PART I, LINE 2GRANT MONITORING: ANY ORGANIZATION THAT RECEIVES SUBAWARDS FROM FORDHAM UNIVERSITY IS REQUIRED TO SUBMIT BOTH FINANCIAL AND PROGRAM PROGRESS REPORTS, EITHER ON A MONTHLY OR QUARTERLY BASIS, AS TO THE USE OF FUNDS. THE REQUIRED FREQUENCY OF REPORTING, AS WELL AS OTHER MONITORING CONTROLS, ARE DEPENDENT UPON REQUIREMENTS OF THE PRIMARY SUBGRANTING AGENCY AND UPON THE RESULTS OF A PREAWARD RISK ASSESSMENT, WHICH IS PERFORMED ON ALL SUBRECIPIENTS PRIOR TO ISSUING AWARDS. FINANCIAL AND PROGRAM PROGRESS REPORTS RECEIVED FROM SUBGRANTEES ARE MONITORED AND REVIEWED BY PRINCIPAL INVESTIGATORS, THE OFFICE OF SPONSORED PROGRAMS AND THE SUBGRANTS ACCOUNTING OFFICE TO ENSURE FUNDS ARE USED APPROPRIATELY. IN ADDITION, PRINCIPAL INVESTIGATORS MEET REGULARLY WITH SUBGRANTEES, WHICH INCLUDES FIELD VISITS TO OBSERVE ACTIVITIES ON A FIRST-HAND BASIS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ LLC
1025 KIRKWOOD PARKWAY SWCEDAR RAPIDSIA52404PROF. FUNDRAISINGfalse$256,187$192,057$64,130
COMMUNITY COUNSELLING SERVICE LLC
527 MADISON AVENUE 5TH FLOORNEW YORKNY10022PROF. FUNDRAISINGfalse$0$415,000-$415,000
CORE GROUP
650 CARVER BEACH ROADCHANHASSENMN55317PROF. FUNDRAISINGfalse$0$9,350-$9,350
FieldValueIRS element (for citing)
Total Gross Receipts$256,187TotalGrossReceiptsAmt
Total Retained By Contractors$616,407TotalRetainedByContractorsAmt
Total Net To Organization-$360,220TotalNetToOrganizationAmt
Licensed StatesNYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOUNDERS DINNEREvent1Nm
Gross Receipts Event1$2,059,192GrossReceiptsEvent1Amt
Charitable Contri Event1$1,898,850CharitableContriEvent1Amt
Gross Revenue Event1$160,342GrossRevenueEvent1Amt
Rent Facility Costs Event1$323,203RentFacilityCostsEvent1Amt
Food And Beverage Event1$186,435FoodAndBeverageEvent1Amt
Entertainment Event1$529,591EntertainmentEvent1Amt
Other Direct Expenses Event1$137,394OtherDirectExpensesEvent1Amt
Event2GOLF CLASSICEvent2Nm
Gross Receipts Event2$361,200GrossReceiptsEvent2Amt
Charitable Contri Event2$137,500CharitableContriEvent2Amt
Gross Revenue Event2$223,700GrossRevenueEvent2Amt
Non Cash Prizes Event2$36,663NonCashPrizesEvent2Amt
Rent Facility Costs Event2$439,475RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$2,857OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$668,828GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$513,028CharitableContriOtherEventsAmt
Gross Revenue Other Events$155,800GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$628NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$130,257RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$47,471FoodAndBeverageOtherEventsAmt
Entertainment Other Events$40,024EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$24,344OthDirectExpnssOtherEventsAmt
Gross Receipts Total$3,089,220GrossReceiptsTotalAmt
Charitable Contributions Tot$2,549,378CharitableContributionsTotAmt
Gross Revenue Total Events$539,842GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$37,291NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$892,935RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$233,906FoodAndBeverageTotalEventsAmt
Entertainment Total Events$569,615EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$164,595OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,898,342DirectExpenseSummaryEventsAmt
Net Income Summary-$1,358,500NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (III)FormAndLineReferenceDesc
ExplanationRUFFALO NOEL LEVITZ, LLC PROVIDES CONSULTING SERVICES TO FORDHAM UNIVERSITY TO HELP SUPPORT ITS TELEMARKETING FUNDRAISING STRATEGY. THE FIRM ALSO PERFORMS SEGMENTATION AND PLEDGE FULFILLMENT VIA DIRECT MAIL. COMMUNITY COUNSELLING SERVICE, LLC PROVIDES FUNDRAISING CONSULTING SERVICES TO SUPPORT FUNDRAISING CAMPAIGNS. CORE GROUP PROVIDES CONSULTING SERVICES TO HELP ANALYZE OUR GIVING AND STAFFING DATA AND EVALUATE THE CASE FOR ADDITIONAL INVESTMENTS IN FUNDRAISING RESOURCES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
UNIVERSITY OF TENNESSEE
615 McCallie AvenueChattanoogaTN37403626001636GOV'T$131,923RESEARCH
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVYNEW YORKNY10029136171197501(C)(3)$582,347RESEARCH
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DR DEPT 934LA JOLLACA92093946002123501(C)(3)$43,523RESEARCH
HAVERFORD COLLEGE
370 LANCASTER AVEHAVERFORDPA19041206002304501(C)(3)$33,969RESEARCH
POLYTECHNIC UNIVERSITY OF PUERTO RICO
377 PONCE DE LEON AVEHATO REYPR00918660362666501(c)(3)$72,251RESEARCH
TENNESSEE TECHNOLOGICAL UNIVERSITY
1 WILLIAM L JONES DRCOOKEVILLETN38505620646806GOV'T$47,232RESEARCH
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVEBRONXNY10461830621846501(c)(3)$46,298RESEARCH
PILNET
199 WATER ST 11TH FLNEW YORKNY10038205087783501(C)(3)$221,423RESEARCH
METROPOLITAN STATE UNIVERSITY OF DE
890 AURARIA PKWYDENVERCO80204840576459501(C)(3)$32,658RESEARCH
NEW JERSEY CITY UNIVERSITY
2039 KENNEDY BLVDJERSEY CITYNJ07305222830882GOV'T$67,458RESEARCH
UNIVERSITY OF NORTH FLORIDA
1 UNF DRIVEJACKSONVILLEFL32224592976169GOV'T$19,699RESEARCH
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 3DENTONTX76203756002149GOV'T$89,343RESEARCH
TULANE UNIVERSITY
1430 TULANE AVENEW ORLEANSLA70112720423889501(C)(3)$27,063RESEARCH
NORTH CAROLINA A&T STATE UNIVERSITY
1601 EAST MARKET STGREENSBORONC27411566000007GOV'T$94,513RESEARCH
FENWAY COMMUNITY HEALTH
1340 BOYLSTON STBOSTONMA02215042510564501(C)(3)$25,976RESEARCH
ADAMS STATE UNIVERSITY
208 EDGEMONT BOULEVARDALAMOSACO81101846000542GOV'T$11,373RESEARCH
AUBURN UNIVERSITY
126 INGRAM HALLAUBURNAL36849636000724GOV'T$47,949RESEARCH
CALVIN UNIVERSITY
3201 BURTON STREET SEGRAND RAPIDSMI49546383071514501(C)(3)$20,000RESEARCH
KENTUCKY COMM & TECHN COLLEGE (BLUEGRASS)
500 NEWTOWN PIKELEXINGTONKY40508611320380GOV'T$25,454RESEARCHADMINISTRATION BUILDING
RHODE ISLAND HOSPITAL
593 EDDY STREETPROVIDENCERI02903050258954501(C)(3)$17,765RESEARCH
UNIVERSITY OF COLORADO
3100 MARINE STREETBOULDERCO80309846000555GOV'T$15,000RESEARCH572 UCB
UNIVERSITY OF MASSACHUSETTS
ONE BEACON ST 31 flBOSTONMA02108043167352GOV'T$10,257RESEARCH31ST FLOOR
UNIVERSITY OF MISSOURI
230 JESSE HALLCOLUMBIAMO65211436003859GOV'T$22,925RESEARCH
VIRGINIA COMMONWEALTH UNIVERSITY
907 FLOYD AVENUERICHMONDVA23284546001758GOV'T$25,212RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
STUDENT SCHOLARSHIPS16950$320,215,746N/AN/A
COVID-19 ASSISTANCE TO STUDENTS163$485,838n/an/a

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2GRANT MONITORING: ANY ORGANIZATION THAT RECEIVES SUBAWARDS FROM FORDHAM UNIVERSITY IS REQUIRED TO SUBMIT BOTH FINANCIAL AND PROGRAM PROGRESS REPORTS, EITHER ON A MONTHLY OR QUARTERLY BASIS, AS TO THE USE OF FUNDS. THE REQUIRED FREQUENCY OF REPORTING, AS WELL AS OTHER MONITORING CONTROLS, ARE DEPENDENT UPON REQUIREMENTS OF THE PRIMARY SUBGRANTING AGENCY AND UPON THE RESULTS OF A PREAWARD RISK ASSESSMENT, WHICH IS PERFORMED ON ALL SUBRECIPIENTS PRIOR TO ISSUING AWARDS. FINANCIAL AND PROGRAM PROGRESS REPORTS RECEIVED FROM SUBGRANTEES ARE MONITORED AND REVIEWED BY PRINCIPAL INVESTIGATORS, THE OFFICE OF SPONSORED PROGRAMS AND THE SUBGRANTS ACCOUNTING OFFICE TO ENSURE FUNDS ARE USED APPROPRIATELY. IN ADDITION, PRINCIPAL INVESTIGATORS MEET REGULARLY WITH SUBGRANTEES, WHICH INCLUDES FIELD VISITS TO OBSERVE ACTIVITIES ON A FIRST-HAND BASIS. SCHOLARSHIP GRANT MONITORING: FORDHAM PROVIDES VARIOUS TYPES OF FINANCIAL ASSISTANCE TO PROMOTE ACCESS AND AFFORDABILITY TO STUDENTS. FORDHAM'S STUDENT FINANCIAL AID DEPARTMENT WORKS WITH STUDENTS TO HELP THEM DEVISE A PLAN TO FUND THEIR EDUCATION. ASSISTANCE MAY INCLUDE A COMBINATION OF GRANTS, LOANS AND PAYMENT PLANS DEPENDING ON INDIVIDUAL CIRCUMSTANCES AND RESOURCES. SCHOLARSHIP GRANTS ARE AWARDED ON THE BASIS OF FINANCIAL NEED AND/OR SCHOLASTIC ACHIEVEMENT, AND ON A NON-DISCRIMINATORY BASIS. STUDENTS MUST COMPLETE CERTAIN QUESTIONNAIRES AND APPLICATIONS TO DEMONSTRATE THEIR QUALIFICATION FOR VARIOUS TYPES OF FEDERAL, STATE, LOCAL, AND INSTITUTIONAL FINANCIAL ASSISTANCE. THE VARIOUS FINANCIAL ASSISTANCE PROGRAMS HAVE PARTICULAR ELIGIBILITY AND MONITORING REQUIREMENTS, SUCH AS THOSE PROVIDED BY THE CODE OF FEDERAL REGULATIONS. THESE REQUIREMENTS MAY INCLUDE A MINIMUM COURSE LOAD, DEMONSTRATED ACADEMIC PROGRESS, AND OTHER SIMILAR REQUIREMENTS. SCHOLARSHIP GRANTS ARE APPLIED DIRECTLY TOWARD A STUDENT'S TUITION AND ROOM AND BOARD COSTS, THEREBY ENSURING THE FUNDS ARE USED AS INTENDED.
SCHEDULE I, PART III, LINE 2THE UNITED STATES CONGRESS PASSED THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT ON MARCH 27, 2020. THE UNIVERSITY RECOGNIZED $971,436 THROUGH THE CARES ACT AND, IN FY2023, EXPENDED $485,838 OF THE AWARD FOR COVID-19 ASSISTANCE TO STUDENTS, AND $485,598 TO MITIGATE A PORTION OF THE FINANCIAL LOSSES INCURRED BY THE UNIVERSITY FOR THE NUMEROUS HEALTH AND SAFETY EXPENDITURES AND MEASURES TAKEN.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARGARET BALL
VICE PRES. & GENERAL COUNSEL$369,418$0$0$0$3,492$0$53,303$0$29,546$0$455,759$0$0$0
JOHN BUCKLEY
SVP FOR ENROLLMENT$285,289$0$0$0$2,085$0$47,303$0$99,521$0$434,198$0$0$0
DENNY CHIN
TRUSTEE & ADJUNCT PROFESSOR$212,112$0$0$0$0$0$0$0$0$0$212,112$0$0$0
JONATHAN CRYSTAL
VICE PROVOST FOR ACAD. AFFAIRS$432,691$0$0$0$2,510$0$54,174$0$44,842$0$534,217$0$0$0
MATTHEW DILLER
DEAN$523,493$0$0$0$3,752$0$48,800$0$41,837$0$617,882$0$0$0
JEFFREY GRAY
SVP OF STUDENT AFFAIRS$422,700$0$0$0$25,857$0$53,639$0$55,223$0$557,419$0$0$0
IFTEKHAR HASAN
PROFESSOR$487,083$0$0$0$2,943$0$54,572$0$12,792$0$557,390$0$0$0
MARTHA K HIRST
SR VP, CFO & TREASURER$612,726$0$0$0$6,059$0$48,800$0$15,942$0$683,527$0$0$0
DENNIS C JACOBS
PROVOST & SVP ACADEMIC AFFAIRS$608,522$0$0$0$52,599$0$48,800$0$42,263$0$752,184$0$0$0
ROGER MILICI
VP FOR DEV AND UNIV RELATIONS$480,449$0$0$0$2,510$0$54,184$0$25,352$0$562,495$0$0$0
NICHOLAS MILOWSKI
VP FOR FINANCE & ASST TREAS$368,316$0$0$0$7,594$0$48,800$0$43,813$0$468,523$0$0$0
ANAND PADMANABHAN
VP & CIO$366,994$0$0$0$1,430$0$38,400$0$40,320$0$447,144$0$0$0
DONNA RAPPACCIOLI
DEAN (end 06/22); PROFESSOR$596,742$0$0$0$35,701$0$46,400$0$40,749$0$719,592$0$0$0
FRANK SIMIO
VP FOR LINCOLN CENTER$414,135$0$0$0$3,171$0$48,800$0$40,965$0$507,071$0$0$0
PETER STACE
FMR SVP ENRL & STGY$258,321$0$20,250$0$165,984$0$37,851$0$8,921$0$491,327$0$0$0
KAY TURNER
VP FOR HUMAN RESOURCES$389,136$0$0$0$35,728$0$53,533$0$16,696$0$495,093$0$0$0
MARCO VALERA
VP FOR ADMINISTRATION$460,909$0$0$0$3,389$0$48,800$0$1,397$0$514,495$0$0$0
TANIA TETLOW
PRESIDENT & TTEE (START 07/22)$591,486$0$40,000$0$60,357$0$66,141$0$19,997$0$777,981$0$0$0
DOROTHY MARINUCCI
UNIV. SECRETARY (start 02/23)$295,228$0$0$0$2,712$0$48,437$0$40,691$0$387,068$0$0$0
KEITH A URGO
HEAD MEN'S BASKETBALL COACH$498,502$0$20,000$0$9,619$0$38,400$0$40,937$0$607,458$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART IFORDHAM UNIVERSITY'S VP FOR MISSION, INTEGRATION, AND PLANNING, JOHN CECERO S.J., IS A MEMBER OF THE SOCIETY OF JESUS. PAYMENTS ARE MADE TO THE SOCIETY OF JESUS FOR THIS OFFICER AND OTHER MEMBERS OF THE JESUIT COMMUNITY FOR THEIR SERVICES TO FORDHAM UNIVERSITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN CALENDAR YEAR 2022 TOTALED $2,993,729.
SCHEDULE J, PART I, LINE 1AFIRST-CLASS OR CHARTER TRAVEL: FORDHAM UNIVERSITY DOES NOT GENERALLY PERMIT FIRST CLASS TRAVEL. HOWEVER, FOR BUSINESS TRIPS IN EXCESS OF 6 HOURS, EMPLOYEES ARE PERMITTED TO UPGRADE FROM THE LOWEST COACH FARE OFFERED BY THE AIRLINE TO THE NEXT CLASS AVAILABLE. IN CONNECTION WITH ITS ATHLETICS PROGRAM, THE MEN'S AND WOMEN'S BASKETBALL TEAMS AND THE FOOTBALL TEAM UTILIZE CHARTER TRAVEL. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: HOUSING WAS PROVIDED TO JOHN CECERO S.J., VP FOR MISSION, INTEGRATION, AND PLANNING. HE IS A MEMBER OF THE SOCIETY OF JESUS AND LIVES AS A RESIDENT MINISTER IN A UNIVERSITY DORMITORY ON CAMPUS, PROVIDING GUIDANCE TO STUDENTS FOR THE CONVENIENCE OF THE UNIVERSITY. ACCORDINGLY, THE HOUSING BENEFITS PROVIDED ARE NOT INCLUDABLE AS GROSS INCOME UNDER SECTION 119 OF THE INTERNAL REVENUE CODE. THE UNIVERSITY'S PRESIDENT AND THE PROVOST RECEIVE A TAXABLE HOUSING ALLOWANCE, WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III). TAX-INDEMNIFICATION AND GROSS-UP PAYMENT: THE UNIVERSITY'S PRESIDENT RECEIVED A TAXABLE GROSS-UP PAYMENT, WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III).
SCHEDULE J, PART 1, LINE 4ASEPARATION PAYMENTS During the year, THE UNIVERSITY'S Former SVP Enrollment and Strategy received SEPARATION payments, AS REPORTED IN Part II, Column (B)(iii). DEFERRED COMPENSATION During the year, THE UNIVERSITY'S president participated in a 457(f) plan with contributions of $7,241. These amounts are reported in PArt II, Column c.
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS ONE OFFICER, ONE FORMER OFFICER, AND ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED A DISCRETIONARY BONUS PAYMENT DURING CALENDAR YEAR 2022, AS REPORTED IN PART II, COLUMN (B)(ii).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DASNY SERIES 2008A
A146000293649903C332008-05-21$96,895,000REFUNDING 2005 DEBT ISSUEfalsefalsefalse
DASNY SERIES 2014
B146000293649907YZ92014-04-03$66,182,433REFUND 2004 ISSUE AND CO-OP ACQfalsefalsefalse
DASNY SERIES 2016A
C14600029364990BD752016-05-05$169,720,220REF PRIOR ISSUES & REN ACAD BLGfalsefalsefalse
DASNY SERIES 2017
D14600029364990C5S62017-12-21$91,211,032REFUNDING 2011 DEBT ISSUEfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$45,090,000$0$96,895,000$0$0$0$602,276$59,047$0$0$96,233,677$02008Yes (true)falseYes (true)Yes (true)
B$18,750,000$0$66,182,433$0$0$0$867,654$0$0$54,062,740$11,252,039$02016Yes (true)falseYes (true)Yes (true)
C$21,265,000$32,000,000$169,720,220$0$0$0$1,209,489$0$0$15,075,000$153,435,731$02016Yes (true)Yes (true)Yes (true)Yes (true)
D$7,090,000$0$91,211,032$0$0$0$826,227$0$0$0$90,384,805$02017falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BOA ML
AfalsefalsefalseYes (true)Yes (true)Yes (true)24.11Yes (true)falsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, BOND ISSUES:2014 BOND ISSUE (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: ACQUISITION OF BUILDING AND REFUND 2004 DEBT ISSUE 2016 BOND ISSUE (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: REFUND CERTAIN TRANCHES OF THE 2011 DEBT ISSUE, DEFEASE AND ADVANCE REFUND ALL OF THE 2008B DEBT ISSUE, AND REFURBISH ACADEMIC BUILDING 2017 BOND ISSUE (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: REFUND CERTAIN TRANCHES OF THE 2011 DEBT ISSUE AND COVER COSTS OF ISSUANCE 2020 BOND ISSUE (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: EXPANSION AND REFURBISHMENT OF THE UNIVERSITY'S CAMPUS CENTER, PAYMENTS OF CAPITALIZED INTEREST AND COVER COSTS OF ISSUANCE 2021 BOND ISSUE (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: REFUND TRANCHES OF THE 2016A DEBT ISSUE AND COVER COSTS OF ISSUANCE OF THE 2021A DEBT ISSUE
SCHEDULE K, PART III, LINE 4ALL ACTIVITIES AND CONTRACTS CURRENTLY OPERATED WITHIN BOND-FINANCED SPACE ARE EITHER RELATED TO FORDHAM'S UNIVERSITY'S TAX EXEMPT PURPOSE OR FALL WITHIN ONE OF THE SAFE HARBORS AND/OR EXCEPTIONS, AND CONSEQUENTLY DO NOT RESULT IN PRIVATE BUSINESS USE IN THE BOND-FINANCED SPACE.
SCHEDULE K, PART IV, (1), LINE 2C, COLUMN A2008 BOND ISSUE THE DATE OF THE REBATE COMPUTATION IS 12/31/2023. SCHEDULE K, PART IV, (1), LINE 2C, COLUMN B 2014 BOND ISSUE THE DATE OF THE REBATE CALCULATION IS 04/03/19. SCHEDULE K, PART IV, (1), LINE 2C, COLUMN C 2016 BOND ISSUE THE DATE OF THE REBATE CALCULATION IS 05/05/21. SCHEDULE K, PART IV, (1), LINE 2C, COLUMN D 2017 bond issue The bond met the 6-month spending exception to the rebate requirement.
SCHEDULE K, PART IV, (1), LINE 4C, COLUMN AARBITRAGE THE UNIVERSITY PAYS A FIXED RATE OF 3.2475% AND RECEIVES 67% OF Daily SOFR Compounded + 11.448 bps ON THE NOTIONAL PRINCIPAL AMOUNT OF THE 2008A BONDS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
DASNY SERIES 2020
A14600029364990GXZ02020-01-29$165,170,475EXPANSION & REFURB CAMPUS CENTERfalsefalsefalse
DASNY SERIES 2021A
B14600029365000BFZ62021-11-17$32,437,976REFUND 2016A DEBT ISSUEfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$165,170,475$0$14,067,298$0$978,177$0$0$150,000,000$125,000$02022falsefalseYes (true)Yes (true)
B$820,000$0$32,437,976$0$0$32,108,307$329,669$0$0$0$0$02021Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$89,133NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$974NoncashContributionsRptF990Amt
Method Of Determining RevenuesDISCOUNTED RESALEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution33ContributionCnt
Noncash Contributions Rpt F990$943,131NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket QuotationMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)fundraising event2$5,569INVOICES
Yes (X)musical instruments2$3,501APPRAISAL
FieldValueIRS element (for citing)
Form8283 Received3Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN (B)NUMBER OF CONTRIBUTORS: THE AMOUNT LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS.
SCHEDULE M, PART I, LINE 32ATHIRD PARTY ASSISTANCE: THE UNIVERSITY UTILIZES A THIRD PARTY COMPANY TO HANDLE ALL ASPECTS OF VEHICLE DONATIONS. A NET CHECK IS PAID DIRECTLY TO THE UNIVERSITY ONCE THE VEHICLES ARE SOLD; THEREFORE, VEHICLES ARE NOT REPORTED AS NON-CASH CONTRIBUTIONS ON SCHEDULE M.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1MISSION STATEMENT: THE MISSION OF THE UNIVERSITY FORDHAM UNIVERSITY, THE JESUIT UNIVERSITY OF NEW YORK, IS COMMITTED TO THE DISCOVERY OF WISDOM AND THE TRANSMISSION OF LEARNING, THROUGH RESEARCH AND THROUGH UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION OF THE HIGHEST QUALITY. GUIDED BY ITS CATHOLIC AND JESUIT TRADITIONS, FORDHAM FOSTERS THE INTELLECTUAL, SOCIAL, AND MORAL DEVELOPMENT OF ITS STUDENTS, PREPARING THEM FOR LEADERSHIP IN A GLOBAL SOCIETY. CHARACTERISTICS OF THE UNIVERSITY AS A UNIVERSITY - FORDHAM STRIVES FOR EXCELLENCE IN RESEARCH AND TEACHING, AND GUARANTEES THE FREEDOM OF INQUIRY REQUIRED FOR RIGOROUS THINKING AND THE QUEST FOR TRUTH. FORDHAM AFFIRMS THE VALUE OF A CORE CURRICULUM ROOTED IN THE LIBERAL ARTS AND SCIENCES. THE UNIVERSITY SEEKS TO FOSTER IN ALL ITS STUDENTS LIFE LONG HABITS OF CAREFUL OBSERVATION, CRITICAL THINKING, CREATIVITY, MORAL REFLECTION, AND ARTICULATE EXPRESSION. IN ORDER TO PREPARE CITIZENS FOR AN INCREASINGLY MULTICULTURAL AND MULTINATIONAL SOCIETY, FORDHAM SEEKS TO DEVELOP IN ITS STUDENTS AN UNDERSTANDING OF AND REVERENCE FOR CULTURES AND WAYS OF LIFE OTHER THAN THEIR OWN. AS A CATHOLIC UNIVERSITY - FORDHAM AFFIRMS THE COMPLEMENTARY ROLES OF FAITH AND REASON IN THE PURSUIT OF WISDOM AND LEARNING. THE UNIVERSITY ENCOURAGES THE GROWTH OF A LIFE OF FAITH CONSONANT WITH MORAL AND INTELLECTUAL DEVELOPMENT. FORDHAM ENCOURAGES FACULTY TO DISCUSS AND PROMOTE AN UNDERSTANDING OF THE ETHICAL DIMENSION OF WHAT IS BEING STUDIED AND WHAT IS BEING TAUGHT. FORDHAM GIVES SPECIAL ATTENTION TO THE STUDY OF THE LIVING TRADITION OF CATHOLICISM, AND IT PROVIDES A PLACE WHERE RELIGIOUS TRADITIONS MAY INTERACT WITH EACH OTHER AND WITH CONTEMPORARY CULTURE. FORDHAM WELCOMES STUDENTS, FACULTY, AND STAFF OF ALL RELIGIOUS TRADITIONS AND OF NO RELIGIOUS TRADITION AS VALUED MEMBERS OF THIS COMMUNITY OF STUDY AND DIALOGUE. AS A JESUIT UNIVERSITY - FORDHAM DRAWS ITS INSPIRATION FROM THE DUAL HERITAGE OF CHRISTIAN HUMANISM AND IGNATIAN SPIRITUALITY, AND CONSEQUENTLY SEES ALL DISCIPLINES AS POTENTIAL PATHS TO GOD. FORDHAM RECOGNIZES THE DIGNITY AND UNIQUENESS OF EACH PERSON. A FORDHAM EDUCATION AT ALL LEVELS IS STUDENT-CENTERED, AND ATTENTIVE TO THE DEVELOPMENT OF THE WHOLE PERSON. SUCH AN EDUCATION IS BASED ON CLOSE COLLABORATION AMONG STUDENTS, FACULTY, AND STAFF. FORDHAM IS COMMITTED TO RESEARCH AND EDUCATION THAT ASSIST IN THE ADVANCEMENT OF KNOWLEDGE, THE ALLEVIATION OF POVERTY, THE PROMOTION OF JUSTICE, THE PROTECTION OF HUMAN RIGHTS, AND RESPECT FOR THE ENVIRONMENT. JESUIT EDUCATION IS COSMOPOLITAN EDUCATION. THEREFORE, EDUCATION AT FORDHAM IS INTERNATIONAL IN ITS SCOPE AND IN ITS ASPIRATIONS. THE WORLDWIDE NETWORK OF JESUIT UNIVERSITIES OFFERS FORDHAM FACULTY AND STUDENTS DISTINCTIVE OPPORTUNITIES FOR INTERNATIONAL EXCHANGE AND COLLABORATION. AS A UNIVERSITY IN NEW YORK CITY - AS HOME TO PEOPLE FROM ALL OVER THE GLOBE, AS A CENTER OF INTERNATIONAL BUSINESS, COMMUNICATION, DIPLOMACY, AND THE ARTS AND THE SCIENCES, NEW YORK CITY PROVIDES FORDHAM WITH A SPECIAL KIND OF CLASSROOM. ITS UNPARALLELED RESOURCES SHAPE AND ENHANCE FORDHAM'S PROFESSIONAL AND UNDERGRADUATE PROGRAMS. FORDHAM IS PRIVILEGED TO SHARE A HISTORY AND A DESTINY WITH NEW YORK CITY. THE UNIVERSITY RECOGNIZES ITS DEBT OF GRATITUDE TO THE CITY AND ITS OWN RESPONSIBILITY TO SHARE ITS GIFTS FOR THE ENRICHMENT OF OUR CITY OUR NATION AND OUR WORLD. STRATEGIC PLANNING IN 2021, THE UNIVERSITY INITIATED A 5-YEAR PLAN, "EDUCATING FOR JUSTICE: FORDHAM UNIVERSITY'S VISION AND STRATEGIC PLAN, 2021-2026," WHICH REPLACED THE CONTINUOUS UNIVERSITY STRATEGIC PLANNING (CUSP) PROCESS (2015-2021). EDUCATING FOR JUSTICE RE-ENVISIONS FORDHAM'S DYNAMIC MISSION - A MISSION ROOTED IN ITS 183-YEAR HISTORY-FOR THE POST-PANDEMIC WORLD OF THE MID-TWENTY-FIRST CENTURY. THE PLAN CHARTS A PATH FOR THE UNIVERSITY TO BECOME EVER MORE FULLY ITSELF THROUGH MISSION-DRIVEN INNOVATION. THE PLAN'S THREE GOALS ARE: EDUCATE STUDENTS AS GLOBAL CITIZENS AND TRANSFORMATIVE LEADERS FOR JUSTICE IN THE INNOVATION AGE; EXCEL ACROSS THE NATURAL AND APPLIED SCIENCES AND ALLIED FIELDS TO PROMOTE SOCIAL CHANGE AND EQUITY; AND, CULTIVATE A DIVERSE, EQUITABLE, INCLUSIVE, CARING, AND CONNECTED COMMUNITY THAT PROMOTES EACH MEMBER'S DEVELOPMENT AS A WHOLE PERSON.
FORM 990, PART III, LINE 4APROGRAM SERVICE ACCOMPLISHMENTS: FORDHAM UNIVERSITY IS AN INDEPENDENT, NOT-FOR-PROFIT, COEDUCATIONAL, INSTITUTION OF HIGHER LEARNING, IN THE JESUIT TRADITION. FORDHAM UNIVERSITY SERVES AND EDUCATES APPROXIMATELY 9,700 UNDERGRADUATE STUDENTS AND 5,800 GRADUATE AND PROFESSIONAL STUDENTS. THE UNIVERSITY AWARDS BACCALAUREATE, GRADUATE, AND PROFESSIONAL DEGREES TO STUDENTS FROM FORDHAM COLLEGE AT ROSE HILL, FORDHAM COLLEGE AT LINCOLN CENTER, THE GABELLI SCHOOL OF BUSINESS (UNDERGRADUATE AND GRADUATE), THE SCHOOL OF PROFESSIONAL AND CONTINUING STUDIES, THE GRADUATE SCHOOLS OF ARTS AND SCIENCES, EDUCATION, RELIGION AND RELIGIOUS EDUCATION, SOCIAL SERVICE, AND THE SCHOOL OF LAW. A SIGNIFICANT AMOUNT OF FINANCIAL ASSISTANCE IS PROVIDED TO ENABLE QUALIFIED STUDENTS TO STUDY AT THE UNIVERSITY. THE UNIVERSITY'S PRINCIPAL LOCATIONS INCLUDE RESIDENTIAL CAMPUSES IN NEW YORK CITY AND LONDON, A CAMPUS IN WEST HARRISON, NEW YORK, AND A BIOLOGICAL FIELD STATION IN ARMONK, NEW YORK. IN ADDITION TO THESE LOCATIONS, THE UNIVERSITY HOLDS A NUMBER OF AFFILIATIONS WITH HIGHER EDUCATION INSTITUTIONS ACROSS THE GLOBE, AND OFFERS ONLINE CLASSES AND ONLINE DEGREE PROGRAMS.
FORM 990, PART VI, LINE 11BFORM 990 REVIEW: THE OFFICE OF FINANCE WORKS CLOSELY WITH KPMG LLP, AS PAID PREPARER OF FORDHAM'S TAX-RELATED FILINGS, TO PREPARE THE FORM 990. ONCE PREPARED, THE FORM UNDERGOES A SERIES OF REVIEWS BY SENIOR FINANCIAL STAFF AND LEADERSHIP BEFORE SUBMISSION TO THE AUDIT AND RISK MANAGEMENT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY FOR REVIEWING THE RETURN TO THE AUDIT AND RISK MANAGEMENT COMMITTEE. FOLLOWING A FORMAL PRESENTATION TO THE AUDIT AND RISK MANAGEMENT COMMITTEE AND QUESTION AND COMMENT PERIOD, THE RETURN IS APPROVED AND A COPY OF THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO ITS FILING.
FORM 990, PART VI, LINE 12CCONFLICT OF INTEREST REVIEW: THE UNIVERSITY HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND EMPLOYEES THAT REQUIRES, AMONG OTHER THINGS, NO INDIVIDUAL MAY PARTICIPATE IN A DISCUSSION OR DECISION ON ANY MATTER IN WHICH HE OR SHE HAS A MATERIAL FINANCIAL INTEREST. ALL TRUSTEES, OFFICERS AND INDIVIDUALS WHO HAVE VARIOUS MANNERS OF SIGNING AUTHORITY ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO INDICATE WHETHER THE UNIVERSITY DOES BUSINESS WITH AN ENTITY IN WHICH THEY HAVE A MATERIAL FINANCIAL INTEREST. WHEN SUCH RELATIONSHIPS EXIST, MEASURES ARE TAKEN TO MITIGATE ANY ACTUAL OR PERCEIVED CONFLICT, INCLUDING REQUIRING THAT SUCH TRANSACTIONS BE CONDUCTED AT ARM'S LENGTH, FOR GOOD AND SUFFICIENT CONSIDERATION, BASED ON TERMS THAT ARE FAIR AND REASONABLE TO AND FOR THE BENEFIT OF THE UNIVERSITY.
FORM 990, PART VI, LINE 15A & 15BCOMPENSATION REVIEW: COMPENSATION FOR THE UNIVERSITY'S PRESIDENT IS REVIEWED ON A REGULAR BASIS BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES USING COMPENSATION DATA FOR APPROPRIATE PEERS COMPILED BY AN INDEPENDEPENT ORGANIZATION OR COMPENSATION EXPERT. ONCE DETERMINED, THE PRESIDENT'S PROPOSED COMPENSATION IS SUBMITTED TO THE EXECUTIVE COMMITTEE of the Board of Trustees for its review, and THEN TO THE FULL BOARD OF TRUSTEES, FOR REVIEW AND approval. ON JULY 1, 2022, TANIA TETLOW ASSUMED THE OFFICE OF THE PRESIDENT HAVING BEEN DULY ELECTED AT THE FEBRUARY 2022 BOARD OF TRUSTEES MEETING. PRESIDENT TETLOW IS THE FIRST LAYPERSON TO OCCUPY THE POST IN FORDHAM'S 183-YEAR HISTORY. COMPENSATION FOR OTHER UNIVERSITY OFFICERS IS DETERMINED USING COMPENSATION DATA FOR APPROPRIATE PEERS COMPILED BY AN INDEPENDEPENT ORGANIZATION OR COMPENSATION EXPERT. A proposed salary is sent to the Board of Trustees for its consideration and approval based on a REVIEW OF KEY DOCUMENTS, FILINGS, AND DISCUSSIONS REGARDING EMPLOYEE PERFORMANCE. The PROCESS OF DETERMINING COMPENSATION IS CONDUCTED IN EXECUTIVE SESSION OF THE BOARD OF TRUSTEES IN ORDER TO PRESERVE CONFIDENTIALITY. COMPENSATION LEVELS THAT ARE AUTHORIZED AS A RESULT OF THIS PROCESS ARE DOCUMENTED.
FORM 990, PART VI, LINE 19DOCUMENT AVAILABILITY: FORDHAM UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE CURRENTLY AVAILABLE ON THE UNIVERSITY'S WEBSITE.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS: CHANGE IN VALUE OF INTEREST RATE SWAP 2,366,141 CHANGE IN POST RETIREMENT HEALTH BENEFIT OBLIGATION OTHER THAN NET PERIODIC BENEFIT COST 2,478,000 NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST 2,595,000 CHANGE IN FAIR VALUE OF PERPETUAL TRUST (280,793) LONDON PGM EXP & CURRENCY ADJ (2,654,903) CHANGE IN LONDON NET ASSETS 200,668 CHANGE IN LONDON CASH 172,755 ------------- TOTAL TO FORM 990, PART XI, LINE 9 4,876,868

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
FORDHAM AIRVANA HOLDINGS LLC
888 SEVENTH AVE 7TH FLOORNEW YORKNY10019131740451HOLDING CO.NY$0FORDHAM U
FORDHAM WATERFRONT HOLDINGS LLC
3341 COUNTRY CLUB ROADBRONXNY10465HOLDING CO.NY$2,700,000FORDHAM U

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxt
FORDHAM UNIVERSITY (USA) UK PROGRAM LTD
138 Houndsditch EC3A 7ARLONDONUKEC3A 7AREDUCATIONUKFORDHAM UYes (true)
FORDHAM UNIVERSITY UK CHARITABLE TRUST
138 Houndsditch EC3A 7ARLONDONUKEC3A 7AREDUCATIONUKFORDHAM UYes (true)
CHARITABLE TRUST UW THOMAS M TOMASIC
FOUNDATIONFORDHAM UYes (true)441 E FORDHAM ROAD FMH 512BRONXNY104585170346962135OH501(C)(3)PF

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (1) (OH)
INVESTMENTOHNATrustYes (true)
CHARITABLE REMAINDER TRUST (12) (NY)
INVESTMENTNYNATrustYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FORDHAM UNIVERSITY UK CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$2,405,348InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt