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FORDHAM UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FORDHAM UNIVERSITY (EIN 13-1740451)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-11
IRS object ID
202311319349307776
Schema version
2021v4.2
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)
Return2023-05-11T19:35:33-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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% NICHOLAS MILOWSKIInCareOfNm
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)
PersonMARTHA K HIRSTPersonNm
Person TitleSR VP, CFO & TREASPersonTitleTxt
Phone7188171000PhoneNum
Signature2023-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTHA KPersonFirstNm
Person LastHIRSTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEVIN L DUNCANPreparerPersonNm
PTINP01249521PTIN
Phone2127589700PhoneNum
Preparation2023-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
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$1,912,246,275GrossReceiptsAmt
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 Body39VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee7290TotalEmployeeCnt
Total Volunteers2258TotalVolunteersCnt
Total Gross UBI$3,265,228TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$124,473,071PYContributionsGrantsAmt
CY Contributions Grants$109,617,911CYContributionsGrantsAmt
PY Program Service Revenue$800,496,730PYProgramServiceRevenueAmt
CY Program Service Revenue$885,598,914CYProgramServiceRevenueAmt
PY Investment Income$27,876,298PYInvestmentIncomeAmt
CY Investment Income$71,928,845CYInvestmentIncomeAmt
PY Other Revenue$1,046,564PYOtherRevenueAmt
CY Other Revenue$318,728CYOtherRevenueAmt
PY Total Revenue$953,892,663PYTotalRevenueAmt
CY Total Revenue$1,067,464,398CYTotalRevenueAmt
PY Grants And Similar Paid$270,419,709PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$313,030,506CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$401,325,720PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$412,785,913CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$411,198PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$1,215,696CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,090,707CYTotalFundraisingExpenseAmt
PY Other Expenses$253,011,994PYOtherExpensesAmt
CY Other Expenses$289,784,071CYOtherExpensesAmt
PY Total Expenses$925,168,621PYTotalExpensesAmt
CY Total Expenses$1,016,816,186CYTotalExpensesAmt
PY Revenues Less Expenses$28,724,042PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$50,648,212CYRevenuesLessExpensesAmt
Total Assets BOY$2,430,141,698TotalAssetsBOYAmt
Total Assets EOY$2,374,890,617TotalAssetsEOYAmt
Total Liabilities BOY$846,062,828TotalLiabilitiesBOYAmt
Total Liabilities EOY$820,948,931TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,584,078,870NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,553,941,686NetAssetsOrFundBalancesEOYAmt
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$823,438,410ExpenseAmt
Grant$313,031,131GrantAmt
Revenue$794,944,901RevenueAmt
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 9,500 UNDERGRADUATE STUDENTS AND 6,600 GRADUATE AND PROFESSIONAL STUDENTS. FOR MORE INFORMATION, SEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$98,789,461ExpenseAmt
Revenue$90,654,013RevenueAmt
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 Program Service Expenses$922,227,871TotalProgramServiceExpensesAmt
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 OrgfalseMoreThan5000KToOrgInd
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 Document21292IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7290EmployeeCnt
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 Members39GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
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)
PersonNICHOLAS MILOWSKIPersonNm
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 (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DONNA RAPPACCIOLI
DEAN35.00.0Yes (X)$684,519$0$85,717
DENNIS C JACOBS
PROVOST & SVP ACADEMIC AFFAIRS35.00.0$651,282$0$88,875Yes (X)
MARTHA K HIRST
SR VP, CFO & TREASURER35.00.0$613,746$0$47,266Yes (X)
STEPHANIE V GAITLEY
WMNS BKTBALL COACH (END 6/22)35.00.0Yes (X)$531,544$0$83,981
MATTHEW DILLER
DEAN35.00.0Yes (X)$520,350$0$84,198
PETER STACE
SVP ENRLLMNT & STGY (END 6/22)35.00.0$530,917$0$64,951Yes (X)
ROGER MILICI
VP FOR DEV AND UNIV RELATIONS35.00.0$434,002$0$155,953Yes (X)
IFTEKHAR HASAN
PROFESSOR35.00.0Yes (X)$487,924$0$58,794
KYLE NEPTUNE
MEN'S BKTBALL COACH (END 4/22)35.00.0Yes (X)$487,337$0$57,809
JONATHAN CRYSTAL
FMR. INTERIM PROVOST35.00.0$427,193$0$89,827Yes (X)
JEFFREY GRAY
SVP OF STUDENT AFFAIRS35.00.0$415,883$0$85,994Yes (X)
FRANK SIMIO
VP FOR LINCOLN CENTER35.00.0$415,415$0$86,072Yes (X)
MARCO VALERA
VP FOR ADMINISTRATION35.00.0$442,659$0$47,543Yes (X)
NICHOLAS MILOWSKI
VP FOR FINANCE & ASST TREAS35.00.0$366,959$0$88,581Yes (X)
ANAND PADMANABHAN
VP & CIO35.00.0$358,641$0$66,499Yes (X)
MARGARET BALL
GENERAL COUNSEL & SECR OF UNIV35.00.0$352,029$0$63,512Yes (X)
KAY TURNER
VP FOR HUMAN RESOURCES35.00.0$341,856$0$65,242Yes (X)
JOHN BUCKLEY
VP FOR ADM & STUDENT FIN SRVC35.00.0$263,828$0$83,972Yes (X)
DENNY CHIN
TRUSTEE & ADJUNCT PROFESSOR2.00.0$25,000$0$0Yes (X)
JOSEPH M MCSHANE SJ
PRESIDENT & TRUSTEE (END 6/22)35.00.0$0$0$0Yes (X)Yes (X)
CAROLYN M ALBSTEIN
TRUSTEE1.00.0$0$0$0Yes (X)
DONALD ALMEIDA
TRUSTEE & VICE CHAIR2.00.0$0$0$0Yes (X)Yes (X)
MEAGHAN JARENSKY BARAKETT
TRUSTEE1.00.0$0$0$0Yes (X)
JAMES E BUCKMAN
TRUSTEE1.00.0$0$0$0Yes (X)
ULDERICO CALERO JR
TRUSTEE1.00.0$0$0$0Yes (X)
ANTHONY P CARTER
TRUSTEE1.00.0$0$0$0Yes (X)
EMANUEL CHIRICO
TRUSTEE1.00.0$0$0$0Yes (X)
GREGORY C CHISHOLM SJ
TRUSTEE1.00.0$0$0$0Yes (X)
CAROLYN DURSI CUNNIFFE
TRUSTEE1.00.0$0$0$0Yes (X)
ROBERT D DALEO
TRUSTEE & CHAIR2.00.0$0$0$0Yes (X)Yes (X)
MICHAEL J DOWLING
TRUSTEE1.00.0$0$0$0Yes (X)
CHRISTOPHER F FITZMAURICE
TRUSTEE1.00.0$0$0$0Yes (X)
JAMES P FLAHERTY
TRUSTEE1.00.0$0$0$0Yes (X)
NORA AHERN GROSE
TRUSTEE1.00.0$0$0$0Yes (X)
PATRICIA HELLER
TRUSTEE1.00.0$0$0$0Yes (X)
ANDREW J HINTON
TRUSTEE1.00.0$0$0$0Yes (X)
DARLENE LUCCIO JORDAN
TRUSTEE1.00.0$0$0$0Yes (X)
MARYANNE R LAVAN
TRUSTEE1.00.0$0$0$0Yes (X)
JOHN L LUMELLEAU
TRUSTEE1.00.0$0$0$0Yes (X)
SYLVESTER MCCLEARN
TRUSTEE1.00.0$0$0$0Yes (X)
HENRY S MILLER
TRUSTEE1.00.0$0$0$0Yes (X)
JAMES J MIRACKY SJ
TRUSTEE1.00.0$0$0$0Yes (X)
ARMANDO NUNEZ JR
TRUSTEE1.00.0$0$0$0Yes (X)
VALERIE IRICK RAINFORD
TRUSTEE1.00.0$0$0$0Yes (X)
THOMAS J REGAN SJ
TRUSTEE1.00.0$0$0$0Yes (X)
GUALBERTO RODRIGUEZ-FELICIANO
TRUSTEE1.00.0$0$0$0Yes (X)
SUSAN CONLEY SALICE
TRUSTEE1.00.0$0$0$0Yes (X)
RICHARD P SALMI SJ
TRUSTEE1.00.0$0$0$0Yes (X)
JORGE B SAN MIGUEL
TRUSTEE1.00.0$0$0$0Yes (X)
EILEEN FITZGERALD SUDLER
TRUSTEE1.00.0$0$0$0Yes (X)
MARY ANN SULLIVAN
TRUSTEE & VICE CHAIR2.00.0$0$0$0Yes (X)Yes (X)
DARIO WERTHEIN
TRUSTEE1.00.0$0$0$0Yes (X)
GERALD R BLASZCZAK SJ
TRUSTEE (START 07/21)1.00.0$0$0$0Yes (X)
DARRYL EMERSON BROWN
TRUSTEE (START 07/21)1.00.0$0$0$0Yes (X)
THOMAS C ENNIS
TRUSTEE (START 07/21)1.00.0$0$0$0Yes (X)
KATHLEEN MACLEAN
TRUSTEE (START 07/21)1.00.0$0$0$0Yes (X)
EDWARD M STROZ
TRUSTEE (START 07/21)1.00.0$0$0$0Yes (X)
JOHN CECERO SJ
VP MISSION & MIN (START 8/21)35.00.0$0$0$0Yes (X)
MICHAEL C MCCARTHY SJ
VP MISSION & MIN (END 7/21)35.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$8,351,084TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,404,786TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K913IndivRcvdGreaterThan100KCnt
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$61,555,241
2U INC
7900 HARKINS ROADLANHAMMD20706ONLINE EDUCATION$29,600,716
ARAMARK SERVICES INC
1101 MARKET STREETPHILADELPHIAPA19107FOOD SERVICE$21,433,932
ALLIED UNIVERSAL SECURITY SERVICES
EIGHT TOWER BRIDGE 161 WASHINGTONCONSHOHOCKENPA19428SECURITY SERVICES$8,966,853
CALDWELL WALSH BUILDING CONSTRUCT
60 EAST 42ND STREET SUITE 601NEW YORKNY10165CONSTRUCTION$7,098,903
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K247CntrctRcvdGreaterThan100KCnt
Fundraising$1,862,497FundraisingAmt
Government Grants$44,955,693GovernmentGrantsAmt
All Other Contributions$62,799,721AllOtherContributionsAmt
Noncash Contributions$2,490,386NoncashContributionsAmt
Total Contributions$109,617,911TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TUITION AND FEES611600$788,477,545$788,477,545
STUDENT HOUSING & FOOD SERVICES611710$90,654,013$89,555,122$1,098,891
ATHLETIC AND SUMMER PROGRAMS611710$3,519,899$3,519,899
FEES FOR EDUCATIONAL SERVICES611600$839,264$839,264
FACILITIES RENTAL611710$402,471$402,471

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,705,722TotalRevenueColumnAmt
Related Or Exempt Func Income$1,705,722RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$885,598,914TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,320,136TotalRevenueColumnAmt
Unrelated Business Revenue$2,752,970UnrelatedBusinessRevenueAmt
Exclusion$12,567,166ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,378TotalRevenueColumnAmt
Exclusion$47,378ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$227,907TotalRevenueColumnAmt
Exclusion$227,907ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$276,543RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$276,543RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$276,543TotalRevenueColumnAmt
Exclusion$276,543ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$900,133,584SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$843,572,253SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$56,561,331SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,561,331TotalRevenueColumnAmt
Exclusion$56,561,331ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$511,644FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,862,497ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,209,624FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$697,980TotalRevenueColumnAmt
Exclusion-$697,980ExclusionAmt
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$498,229$498,229
TRAVEL TOURS561500$14,029$14,029
FieldValueIRS element (for citing)
Other Revenue Total$512,258OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,067,464,398TotalRevenueColumnAmt
Related Or Exempt Func Income$884,500,023RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,265,228UnrelatedBusinessRevenueAmt
Exclusion$70,081,236ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,515,063TotalAmt
Program Services$1,515,063ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$311,515,443TotalAmt
Program Services$311,515,443ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,509,735TotalAmt
Program Services$3,323,835ProgramServicesAmt
Management And General$2,612,134ManagementAndGeneralAmt
Fundraising$573,766FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$294,247,286TotalAmt
Program Services$262,477,352ProgramServicesAmt
Management And General$23,858,508ManagementAndGeneralAmt
Fundraising$7,911,426FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,914,597TotalAmt
Program Services$19,252,190ProgramServicesAmt
Management And General$1,335,347ManagementAndGeneralAmt
Fundraising$327,060FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$70,698,572TotalAmt
Program Services$56,615,536ProgramServicesAmt
Management And General$10,691,365ManagementAndGeneralAmt
Fundraising$3,391,671FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,415,723TotalAmt
Program Services$18,792,969ProgramServicesAmt
Management And General$1,303,495ManagementAndGeneralAmt
Fundraising$319,259FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$542,269TotalAmt
Management And General$542,269ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$345,500TotalAmt
Management And General$345,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$13,462TotalAmt
Management And General$13,462ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$1,215,696TotalAmt
Fundraising$1,215,696FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,829,588TotalAmt
Management And General$9,829,588ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$42,865,643TotalAmt
Program Services$33,860,356ProgramServicesAmt
Management And General$8,582,538ManagementAndGeneralAmt
Fundraising$422,749FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,337,198TotalAmt
Program Services$5,515,582ProgramServicesAmt
Management And General$288,538ManagementAndGeneralAmt
Fundraising$533,078FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,367,335TotalAmt
Program Services$11,928,692ProgramServicesAmt
Management And General$1,220,201ManagementAndGeneralAmt
Fundraising$218,442FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,404,858TotalAmt
Program Services$9,011,312ProgramServicesAmt
Management And General$4,373,138ManagementAndGeneralAmt
Fundraising$20,408FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$52,399TotalAmt
Program Services$42,833ProgramServicesAmt
Management And General$9,566ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$36,597,743TotalAmt
Program Services$34,524,313ProgramServicesAmt
Management And General$1,593,983ManagementAndGeneralAmt
Fundraising$479,447FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,575,834TotalAmt
Program Services$6,979,037ProgramServicesAmt
Management And General$384,666ManagementAndGeneralAmt
Fundraising$212,131FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,130,996TotalAmt
Program Services$8,228,293ProgramServicesAmt
Management And General$1,127,573ManagementAndGeneralAmt
Fundraising$775,130FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,167,193TotalAmt
Program Services$15,142,751ProgramServicesAmt
Management And General$24,442ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$57,167,194TotalAmt
Program Services$51,793,477ProgramServicesAmt
Management And General$4,001,704ManagementAndGeneralAmt
Fundraising$1,372,013FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,617,439TotalAmt
Program Services$1,019,360ProgramServicesAmt
Management And General$3,595,290ManagementAndGeneralAmt
Fundraising$2,789FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ONLINE LEARN - 3RD PTY PMT$28,899,013$28,899,013
STUDENT MEAL COSTS$18,532,279$18,532,279
LIBRARY MATERIALS$3,318,806$3,318,806
DUES/SUBSCRIPTIONS$2,797,509$2,126,757$526,048$144,704

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,221,813TotalAmt
Program Services$17,812,622ProgramServicesAmt
Management And General$238,253ManagementAndGeneralAmt
Fundraising$170,938FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,016,816,186TotalAmt
Program Services$922,227,871ProgramServicesAmt
Management And General$76,497,608ManagementAndGeneralAmt
Fundraising$18,090,707FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,835,075BOYAmt
EOY$3,234,857EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$53,369,167BOYAmt
EOY$54,231,118EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$98,620,464BOYAmt
EOY$100,200,015EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,807,194BOYAmt
EOY$16,003,069EOYAmt

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$6,318,249BOYAmt
EOY$5,899,788EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$705,670BOYAmt
EOY$719,047EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,268,596BOYAmt
EOY$9,262,931EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,899,611,420LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$751,650,796LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,110,528,580BOYAmt
EOY$1,147,960,624EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$91,001,680BOYAmt
EOY$159,237,487EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$868,728,193BOYAmt
EOY$768,298,475EOYAmt

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$169,958,830BOYAmt
EOY$109,843,206EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,430,141,698BOYAmt
EOY$2,374,890,617EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,705,179BOYAmt
EOY$96,426,032EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$29,926,472BOYAmt
EOY$36,643,997EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$535,334,188BOYAmt
EOY$531,751,132EOYAmt

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$3,092,566BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$182,004,423BOYAmt
EOY$156,127,770EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$846,062,828BOYAmt
EOY$820,948,931EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$722,097,784BOYAmt
EOY$738,683,357EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$861,981,086BOYAmt
EOY$815,258,329EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,584,078,870BOYAmt
EOY$1,553,941,686EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,430,141,698BOYAmt
EOY$2,374,890,617EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$50,648,212ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$116,320,168NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$35,534,772OtherChangesInNetAssetsAmt
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$72,470,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,653,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,632,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$124,473,071CurrentTaxYearMinus1YearAmt
Current Tax Year$109,617,911CurrentTaxYearAmt
Total$470,847,986TotalAmt

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$72,470,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,653,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,632,861CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$124,473,071CurrentTaxYearMinus1YearAmt
Current Tax Year$109,617,911CurrentTaxYearAmt
Total$470,847,986TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$27,592,166SubstantialContributorsTotAmt
Public Support Total170$443,255,820PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,041,818CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,272,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,698,303CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,100,364CurrentTaxYearMinus1YearAmt
Current Tax Year$15,871,964CurrentTaxYearAmt
Total$59,985,003TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,449,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,279,214CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$914,758CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$391,715CurrentTaxYearMinus1YearAmt
Current Tax Year$1,098,891CurrentTaxYearAmt
Total$5,133,697TotalAmt
FieldValueIRS element (for citing)
Total Support$535,966,686TotalSupportAmt
Gross Receipts Rltd Activities$4,091,373,371GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82702PublicSupportCY170Pct
Public Support PY1700.81466PublicSupportPY170Pct
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$19,986MediaAdvertisementsAmt
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$10,173MailingsMembersAmt
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$46,929DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$3,757RalliesDemonstrationsAmt
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$23,128OtherActivitiesAmt
Total Lobbying Expenditures$103,973TotalLobbyingExpendituresAmt
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 SIX ORGANIZATIONS, EACH OF WHICH ENGAGED IN SOME DEGREE OF LOBBYING ACTIVITY. TOTAL MEMBERSHIP DUES PAID DURING FISCAL YEAR 2022 (AND THE PORTIONS OF WHICH WERE ATTRIBUTED TO LOBBYING ACTIVITIES) WERE AS FOLLOWS: THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES $98,076 ($4,168) THE COMMISSION OF INDEPENDENT COLLEGES AND UNIVERSITIES $93,706 ($3,767) NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES $17,900 ($1,343) American Council on Education $14,055 ($1,321) ASSOCIATION OF GOVERNING BOARDS $9,945 ($99) NATIONAL HUMANITIES ALLIANCE $2,750 ($825) 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$4,088,710AssetsIncludedAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$691,077,330BeginningYearBalanceAmt
Contributions$23,836,007ContributionsAmt
Investment Earnings Or Losses$51,431,735InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,897,356GrantsOrScholarshipsAmt
Other Expenditures$17,522,652OtherExpendituresAmt
Administrative Expenses$6,745,735AdministrativeExpensesAmt
End Year Balance$729,179,329EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43290BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37330PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19380TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,607,245OtherCostOrOtherBasisAmt
Book Value$14,607,245BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,446,853,500OtherCostOrOtherBasisAmt
Depreciation$477,076,958DepreciationAmt
Book Value$969,776,542BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,471,183OtherCostOrOtherBasisAmt
Depreciation$2,760,846DepreciationAmt
Book Value$4,710,337BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$344,599,612OtherCostOrOtherBasisAmt
Depreciation$253,217,248DepreciationAmt
Book Value$91,382,364BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$86,079,880OtherCostOrOtherBasisAmt
Depreciation$18,595,744DepreciationAmt
Book Value$67,484,136BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,147,960,624TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NON-PUBLIC EQUITY FUNDS$154,936,165F
HEDGE FUNDS$204,892,676F
PRIVATE CAPITAL FUNDS$408,373,794F
OTHER INVESTMENTS$95,840F
FieldValueIRS element (for citing)
Total Book Value Securities$768,298,475TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
POSTRETIREMENT BEN. OBLIGATION$53,364,000
U.S. GOVT REFUNDABLE ADVANCES$2,354,857
AMTS HELD ON BEHALF OF OTHERS$6,470,597
CAPITALIZED LEASE OBLIGATION$320,578
OPERATING LEASE LIABILITY$93,617,738
FieldValueIRS element (for citing)
Total Liability$156,127,770TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$683,742,837TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$116,320,168NetUnrealizedGainsInvstAmt
Other Revenue-$258,781,429OtherRevenueAmt
Revenue Not Reported-$375,101,597RevenueNotReportedAmt
Revenue Subtotal$1,058,844,434RevenueSubtotalAmt
Investment Expenses Not Incld$9,829,588InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,209,624OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$8,619,964RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,067,464,398TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$713,660,852TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$297,442,766OtherExpensesIncludedAmt
Expenses Not Reported-$297,442,766ExpensesNotReportedAmt
Expenses Subtotal$1,011,103,618ExpensesSubtotalAmt
Investment Expenses Not Incld2$9,829,588InvestmentExpensesNotIncld2Amt
Other Expenses Not Included-$4,117,020OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$5,712,568ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,016,816,186TotalExpensesPerForm990Amt

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 THE 10TH CENTURY B.C. THROUGH THE 3RD CENTURY A.D. 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 ITS 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 ITS UNRELATED BUSINESS ACTIVITIES, IT MAINTAINED A DEFERRED TAX ASSET ON ITS BOOKS TOTALING $1,151,527 AT JUNE 30, 2022 AND 2021, WHICH IS INCLUDED IN OTHER ASSETS TO REFLECT THE FACT THAT NET OPERATING LOSS CARRYFORWARDS WILL LIKELY BE DEDUCTIBLE AGAINST FUTURE TAXABLE INCOME.
SCHEDULE D, PARTS XI, LINES 2 and 4RECONCILIATION OF REVENUE & EXPENSE PER AUDITED FINANCIAL STATEMENTS & FORM 990 SCHEDULE D, PARTS XI, LINE 2D OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF PERPETUAL TRUST 209,530 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 5,136,602 FINANCIAL AID AWARDS -297,440,936 CHANGE IN POST RETIREMENT HEALTH BENEFIT OBLIGATION OTHER THAN NET PERIODIC BENEFIT COST 27,472,000 GAIN ON REFUNDING OF DEBT 7,088,205 NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST -1,245,000 TRAVEL TOUR EXPENSE -1,830 ------------- TOTAL -258,781,429 SCHEDULE D, PARTS XI, LINE 4B OTHER ADJUSTMENTS: SCHEDULE D, PARTS XII, LINE 4B SPECIAL EVENT EXPENSES -1,209,624
SCHEDULE D, PART XII, LINES 2 and 4OTHER ADJUSTMENTS: FINANCIAL AID AWARDS -297,440,936 TRAVEL TOUR EXPENSE -1,830 --------------- TOTAL -297,442,766 OTHER ADJUSTMENTS: LONDON PGM EXP & CURRENCY ADJ -2,907,396 SPECIAL EVENTS EXPENSES -1,209,624 ------------- TOTAL -4,117,020

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)152Program ServicesINTERNATIONAL STUDIES$7,638,766
Europe (Including Iceland and Greenland)010Program ServicesLAW SCHOOL$2,400
East Asia and the Pacific01Program ServicesLAW SCHOOL$27,265
East Asia and the Pacific016Program ServicesINTERNATIONAL STUDIES$967,644
Central America and the Caribbean00Investments$305,875,074
North America00Investments$11,526,911
Europe (Including Iceland and Greenland)00Investments$53,548,267
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees79SubtotalEmployeesCnt
Total Office1TotalOfficeCnt
Total Employee79TotalEmployeeCnt
Subtotal Spent$379,586,327SubtotalSpentAmt
Total Spent$379,586,327TotalSpentAmt
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

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART I, LINE 3, COLUMN (F)FormAndLineReferenceDesc
ExplanationMETHOD OF ACCOUNTING: EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH FORDHAM UNIVERSITY'S AUDITED FINANCIAL STATEMENTS.ExplanationTxt

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$392,837$433,289-$40,452
COMMUNITY COUNSELLING SERVICE LLC
527 MADISON AVENUE 5TH FLOORNEW YORKNY10022PROF. FUNDRAISINGfalse$1,000,000$525,000$475,000
LIPMAN HEARNE INC
200 S MICHIGAN AVENUE 16TH FLOORCHICAGOIL60604PROF. FUNDRAISINGfalse$0$191,625-$191,625
FieldValueIRS element (for citing)
Total Gross Receipts$1,392,837TotalGrossReceiptsAmt
Total Retained By Contractors$1,149,914TotalRetainedByContractorsAmt
Total Net To Organization$242,923TotalNetToOrganizationAmt
Licensed StatesNYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOUNDERS DINNEREvent1Nm
Gross Receipts Event1$1,642,339GrossReceiptsEvent1Amt
Charitable Contri Event1$1,441,589CharitableContriEvent1Amt
Gross Revenue Event1$200,750GrossRevenueEvent1Amt
Non Cash Prizes Event1$168,597NonCashPrizesEvent1Amt
Rent Facility Costs Event1$605,710RentFacilityCostsEvent1Amt
Food And Beverage Event1$80,692FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$88,837OtherDirectExpensesEvent1Amt
Event2GOLF CLASSICEvent2Nm
Gross Receipts Event2$331,790GrossReceiptsEvent2Amt
Charitable Contri Event2$105,165CharitableContriEvent2Amt
Gross Revenue Event2$226,625GrossRevenueEvent2Amt
Rent Facility Costs Event2$225,835RentFacilityCostsEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$400,012GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$315,743CharitableContriOtherEventsAmt
Gross Revenue Other Events$84,269GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$8,074RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$31,879OthDirectExpnssOtherEventsAmt
Gross Receipts Total$2,374,141GrossReceiptsTotalAmt
Charitable Contributions Tot$1,862,497CharitableContributionsTotAmt
Gross Revenue Total Events$511,644GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$168,597NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$839,619RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$80,692FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$120,716OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,209,624DirectExpenseSummaryEventsAmt
Net Income Summary-$697,980NetIncomeSummaryAmt

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. LIPMAN HEARNE, INC. PROVIDES FUNDRAISING CONSULTING SERVICES, INCLUDING DEVELOPMENT OF MESSAGING AND CREATIVE CONCEPT, FOR FUNDRAISING CAMPAIGNS. AMOUNTS PAID TO LIPMAN HEARNE RESULTED IN A CURRENT YEAR LOSS BUT SECURED FUTURE DONORS.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 GrantPurposeOfGrantTxt
UNIVERSITY OF TENNESSEE
615 McCallie AvenueChattanoogaTN37403626001636GOV'T$67,457RESEARCH
OKLAHOMA STATE UNIVERSITY
401 WHITEHURSTSTILLWATEROK74078731383996GOV'T$12,783RESEARCH
MOUNT SINAI SCHOOL OF MEDICINE
ONE GUSTAVE L LEVYNEW YORKNY10029136171197501(C)(3)$394,636RESEARCH
HAVERFORD COLLEGE
370 LANCASTER AVEHAVERFORDPA19041206002304501(C)(3)$22,478RESEARCH
POLYTECHNIC UNIVERSITY OF PUERTO RICO
377 PONCE DE LEON AVEHATO REYPR00918660362666501(c)(3)$85,362RESEARCH
MARQUETTE UNIVERSITY
1250 W WISCONSIN AVEMILWAUKEEWI53233390806251501(c)(3)$10,450RESEARCH
TENNESSEE TECHNOLOGICAL UNIVERSITY
1 WILLIAM L JONES DRCOOKEVILLETN38505620646806GOV'T$89,186RESEARCH
DREXEL UNIVERSITY
3141 CHESTNUT STPHILADELPHIAPA19104231352630501(c)(3)$7,072RESEARCH
GONZAGA UNIVERSITY
502 EBONNE AVESPOKANEWA99258910236600501(c)(3)$20,000RESEARCH
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95053941156617501(c)(3)$20,000RESEARCH
XAVIER UNIVERSITY
3800 VICTORY PKWYCINCINNATIOH45207310537516501(c)(3)$29,309RESEARCH
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVEBRONXNY10461830621846501(c)(3)$35,952RESEARCH
PILNET
199 WATER ST 11TH FLNEW YORKNY10038205087783501(C)(3)$235,809RESEARCH
METROPOLITAN STATE UNIVERSITY OF DE
890 AURARIA PKWYDENVERCO80204840576459GOV'T$100,566RESEARCH
NEW JERSEY CITY UNIVERSITY
2039 KENNEDY BLVDJERSEY CITYNJ07305222830882GOV'T$59,438RESEARCH
UNIVERSITY OF NORTH FLORIDA
1 UNF DRIVEJACKSONVILLEFL32224592976169GOV'T$54,674RESEARCH
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 3DENTONTX76203756002149GOV'T$52,276RESEARCH
CREIGHTON UNIVERSITY PRESS
2500 CALIFORNIA PLAZAOMAHANE68718470376583501(C)(3)$40,000RESEARCH
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVENWWASHINGTONDC20007530196603501(C)(3)$40,000RESEARCH
LOYOLA UNIVERSITY MARYLAND
4501 NCHARLES STBALTIMOREMD21210520591623501(C)(3)$40,000RESEARCH
TULANE UNIVERSITY
1430 TULANE AVENEW ORLEANSLA70112720423889501(C)(3)$23,771RESEARCH
JOHN HOPKINS UNIVERSITY
3910 KESWICK ROADBALTIMOREMD21211520595110501(C)(3)$22,342RESEARCH
UNIVERSITY OF CONNECTICUT
343 MANSFIELD ROADSTORRSCT06269060772160GOV'T$10,138RESEARCH
NORTH CAROLINA A&T STATE UNIVERSITY
1601 EAST MARKET STGREENSBORONC27411566000007GOV'T$24,033RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
STUDENT SCHOLARSHIPS17087$297,440,936N/AN/A
COVID-19 ASSISTANCE TO STUDENTS5528$14,074,507N/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 $23,202,701 THROUGH THE CARES ACT AND, IN FY2022, EXPENDED $14,074,507 OF THE AWARD FOR COVID-19 ASSISTANCE TO STUDENTS, AND $9,128,194 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
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 PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
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 (18 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
GENERAL COUNSEL & SECR OF UNIV$333,918$0$15,000$0$3,111$0$47,625$0$15,887$0$415,541$0$0$0
JOHN BUCKLEY
VP FOR ADM & STUDENT FIN SRVC$254,321$0$7,500$0$2,007$0$41,629$0$42,343$0$347,800$0$0$0
JONATHAN CRYSTAL
FMR. INTERIM PROVOST$419,683$0$5,000$0$2,510$0$46,400$0$43,427$0$517,020$0$0$0
MATTHEW DILLER
DEAN$509,598$0$7,000$0$3,752$0$46,400$0$37,798$0$604,548$0$0$0
JEFFREY GRAY
SVP OF STUDENT AFFAIRS$389,413$0$10,000$0$16,470$0$46,400$0$39,594$0$501,877$0$0$0
IFTEKHAR HASAN
PROFESSOR$485,029$0$0$0$2,895$0$46,400$0$12,394$0$546,718$0$0$0
MARTHA K HIRST
SR VP, CFO & TREASURER$597,889$0$10,000$0$5,857$0$46,400$0$866$0$661,012$0$0$0
DENNIS C JACOBS
PROVOST & SVP ACADEMIC AFFAIRS$588,683$0$10,000$0$52,599$0$46,400$0$42,475$0$740,157$0$0$0
ROGER MILICI
VP FOR DEV AND UNIV RELATIONS$431,492$0$0$0$2,510$0$46,400$0$109,553$0$589,955$0$0$0
NICHOLAS MILOWSKI
VP FOR FINANCE & ASST TREAS$354,646$0$10,000$0$2,313$0$46,400$0$42,181$0$455,540$0$0$0
ANAND PADMANABHAN
VP & CIO$347,449$0$10,000$0$1,192$0$26,706$0$39,793$0$425,140$0$0$0
DONNA RAPPACCIOLI
DEAN$675,009$0$7,000$0$2,510$0$46,400$0$39,317$0$770,236$0$0$0
FRANK SIMIO
VP FOR LINCOLN CENTER$401,980$0$10,000$0$3,435$0$46,400$0$39,672$0$501,487$0$0$0
PETER STACE
SVP ENRLLMNT & STGY (END 6/22)$512,917$0$10,000$0$8,000$0$46,400$0$18,551$0$595,868$0$0$0
KAY TURNER
VP FOR HUMAN RESOURCES$329,373$0$10,000$0$2,483$0$47,267$0$17,975$0$407,098$0$0$0
MARCO VALERA
VP FOR ADMINISTRATION$419,568$0$20,000$0$3,091$0$46,400$0$1,143$0$490,202$0$0$0
STEPHANIE V GAITLEY
WMNS BKTBALL COACH (END 6/22)$398,016$0$120,000$0$13,528$0$46,400$0$37,581$0$615,525$0$0$0
KYLE NEPTUNE
MEN'S BKTBALL COACH (END 4/22)$479,757$0$0$0$7,580$0$46,400$0$11,409$0$545,146$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART IFORDHAM UNIVERSITY'S PRESIDENT, JOSEPH M. MCSHANE S.J., VP FOR MISSION INTEGRATION & PLANNING (startING September 2021), JOHN CECERO S.J., AND VP FOR MISSION INTEGRATION AND PLANNING (ENDING AUGUST 2021), MICHAEL C. MCCARTHY S.J. ARE MEMBERS OF THE SOCIETY OF JESUS. PAYMENTS ARE MADE TO THE SOCIETY OF JESUS FOR THESE OFFICERS AND OTHER MEMBERS OF THE JESUIT COMMUNITY FOR THEIR SERVICES TO FORDHAM UNIVERSITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN CALENDAR YEAR 2021 TOTALED $3,520,015.
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. AND MICHAEL C. MCCARTHY S.J., (CURRENT AND FORMER VP FOR MISSION INTEGRATION & PLANNING, RESPECTIVELY). BOTH ARE MEMBERS OF THE SOCIETY OF JESUS AND LIVE AS RESIDENT MINISTERS IN A UNIVERSITY DORMITORY ON CAMPUS, PROVIDING GUIDANCE TO STUDENTS FOR THE CONVENIENCE OF THE UNIVERSITY. ACCORDINGLY, THE HOUSING BENEFITS PROVIDED TO THEM ARE NOT INCLUDABLE AS GROSS INCOME UNDER SECTION 119 OF THE INTERNAL REVENUE CODE. THE UNIVERSITY'S PROVOST RECEIVES A TAXABLE HOUSING ALLOWANCE, WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III).
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS ELEVEN OFFICERS, ONE FORMER OFFICER, AND THREE HIGHEST COMPENSATED EMPLOYEES RECEIVED A DISCRETIONARY BONUS PAYMENT DURING CALENDAR YEAR 2021, 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$38,940,000$0$96,895,000$0$0$0$602,276$59,047$0$0$96,233,677$02008Yes (true)falseYes (true)Yes (true)
B$20,827,432$0$66,180,455$0$0$0$867,854$0$0$54,071,689$11,252,040$02016Yes (true)falseYes (true)Yes (true)
C$17,950,000$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$2,890,000$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
DfalseYes (true)falsefalsefalsefalsefalse0falseYes (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 II, (1), LINE 3, COLUMN B 2014 BOND ISSUE PROCEEDS LISTED IN PART II, LINE 3 ARE LESS THAN PROCEEDS LISTED IN PART I DUE TO INVESTMENT LOSSES. SCHEDULE K, PART II, (2), LINE 3, COLUMN A 2020 BOND ISSUE PROCEEDS LISTED IN PART II LINE 3 ARE GREATER THAN PROCEEDS LISTED IN PART 1 DUE TO INVESTMENT EARNINGS.
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 7/1/17. 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 4C, COLUMN AARBITRAGE THE UNIVERSITY PAYS A FIXED RATE OF 3.2475% AND RECEIVES 67% OF ONE MONTH LIBOR 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$166,060,082$0$14,067,298$0$978,177$0$0$145,988,475$125,000$4,901,1322022falsefalsefalseYes (true)
B$0$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
BfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$202,490NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
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
Contribution45ContributionCnt
Noncash Contributions Rpt F990$2,250,108NoncashContributionsRptF990Amt
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)YAMAHA PIANO1$29,500APPRAISAL
Yes (X)FNDRSNG EVNT1$8,288INVOICES
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 (9 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, MORAL AND RELIGIOUS DEVELOPMENT OF ITS STUDENTS AND PREPARES 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 BY 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 CULTURES. 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 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 WORLD WIDE NETWORK OF JESUIT UNIVERSITIES OFFERS FORDHAM FACULTY AND STUDENTS DISTINCTIVE OPPORTUNITIES FOR 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, 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 FORDHAM INSTITUTED A CONTINUOUS UNIVERSITY STRATEGIC PLANNING (CUSP) PROCESS IN SEPTEMBER 2015 TO FOSTER A CULTURE OF STRATEGIC THINKING THROUGHOUT THE UNIVERSITY AND PRODUCE A STRATEGIC FRAMEWORK OF PRIORITIES TO GUIDE PLANNING. A DEDICATED COMMITTEE OF FACULTY AND ADMINISTRATORS ENGAGED THE UNIVERSITY COMMUNITY IN A PROCESS OF DISCERNMENT THAT YIELDED "A STRATEGIC FRAMEWORK FOR FORDHAM'S FUTURE: BOTHERED EXCELLENCE" WHICH THE BOARD OF TRUSTEES APPROVED IN SEPTEMBER 2016. SINCE THEN, LOCAL PLANNING UNITS HAVE DEVELOPED INITIATIVES THAT ADVANCE THE PRIORITIES IN WAYS APPROPRIATE TO THE UNIT'S SPHERE OF ACTIVITY AND IN 2018 THE UNIVERSITY ESTABLISHED A STRATEGIC INITIATIVES FUND TO SUPPORT SIGNIFICANT PROJECTS. IN DECEMBER 2019, THE BOARD OF TRUSTEES APPROVED THE NEXT ITERATION OF THE PLAN ENTITLED "ADVANCING BOTHERED EXCELLENCE: A PLAN TO IMPLEMENT FORDHAM'S STRATEGIC PRIORITIES 2020-2025." CONSISTENT WITH THE SPIRIT OF CONTINUOUS PLANNING, THE TRUSTEES IN DECEMBER 2020 APPROVED THE MOST RECENT ITERATION OF THE STRATEGIC PLAN (EDUCATING FOR JUSTICE). THROUGH THIS CONTINUOUS PLANNING PROCESS FORDHAM IS CONSTANTLY ATTUNED TO THE OPPORTUNITIES AND RISKS IN A RAPIDLY CHANGING ENVIRONMENT AND ABLE TO ADVANCE ITS MISSION AS THE JESUIT UNIVERSITY OF NEW YORK GUIDED CURRENTLY BY THE THREE PRIORITY AREAS IDENTIFIED IN EDUCATING FOR JUSTICE: - 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 - 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 9,500 UNDERGRADUATE STUDENTS AND 6,600 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 2RELATIONSHIPS: FAMILY RELATIONSHIP - PETER STACE, OFFICER/SVP FOR ENROLLMENT & STRATEGY, HAS A FAMILY RELATIONSHIP WITH MARGARET BALL, OFFICER/GENERAL COUNSEL & SECRETARY OF THE UNIVERSITY.
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 SALARY DATA FROM SIMILAR INSTITUTIONS. ONCE DETERMINED, THE PRESIDENT'S PROPOSED COMPENSATION IS SUBMITTED FIRST TO THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF INDEPENDENT BOARD MEMBERS, THEN TO THE FULL BOARD OF TRUSTEES, FOR REVIEW AND ACCEPTANCE. Joseph M. McShane, S.J., who has led Fordham University for nearly two decades, fostering one of the most remarkable periods of sustained growth in the 180-year history of the university, stepped down as president on June 30, 2022. He served 19 years in the position. In February 2022, the Board of Trustees unanimously elected Tania Tetlow, J.D., the 33rd President of Fordham University. President Tetlow is the first layperson and the first woman to occupy the post in Fordham's 181-year history. She took office on July 1, 2022. COMPENSATION FOR OTHER UNIVERSITY OFFICERS IS ESTABLISHED USING SALARY BENCHMARKING DATA, AS WELL AS REVIEWS OF COMPENSATION DATA INCLUDED IN PUBLIC FILINGS OF COMPARABLE INSTITUTIONS. COMPENSATION LEVELS ARE REVIEWED AND ACCEPTED BY THE BOARD OF TRUSTEES BASED ON A REVIEW OF KEY DOCUMENTS, FILINGS, AND DISCUSSIONS REGARDING EMPLOYEE PERFORMANCE. PROCESS OF DETERMINING COMPENSATION IS CONDUCTED IN EXECUTIVE SESSION Of THE BOARD OF TRUSTEES MEETINGS 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 XRECLASSIFICATIONS: CERTAIN RECLASSIFICATIONS OF PRIOR YEAR AMOUNTS HAVE BEEN MADE TO CONFORM TO THE CURRENT YEAR PRESENTATION.
FORM 990, PART XI, LINE 9OTHER CHANGES IN NET ASSETS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 5,136,602 CHANGE IN POST RETIREMENT HEALTH BENEFIT OBLIGATION OTHER THAN NET PERIODIC BENEFIT COST 27,472,000 NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST (1,245,000) CHANGE IN FAIR VALUE OF PERPETUAL TRUST 209,530 LONDON PGM EXP & CURRENCY ADJ (2,907,396) GAIN ON REFUNDING OF DEBT 7,088,205 CHANGE IN LONDON NET ASSETS 18,770 CHANGE IN LONDON CASH (237,939) ------------- TOTAL TO FORM 990, PART XI, LINE 9 35,534,772

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 (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
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)

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 (10) (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$3,296,269InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt