2025-05-14T10:15:53+00:00 2024-06-30 135565207 KPMG LLP 345 Park Avenue New York NY 101540102 990 2023-07-01 131740451 Fordham University FORD 7188171000 441 E FORDHAM ROAD FMH 512 BRONX NY 104585170 TANIA TETLOW PRESIDENT 7188171000 2025-05-14 true DEVIN L DUNCAN P01249521 2127589700 2025-05-14 2023 2025-03-06 01:10:19Z TANIA TETLOW 441 E FORDHAM ROAD FMH 512 BRONX NY 104585170 1677778354 false X WWW.FORDHAM.EDU X 1841 NY TO PROVIDE THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION. 37 35 7965 2583 -883982 0 94485027 92392609 926282380 974705608 -3527856 56041673 16516 1167857 1017256067 1124307747 322513245 348359273 0 426301870 444875108 616407 444921 18786052 293949882 298819492 1043381404 1092498794 -26125337 31808953 2402364778 2453071111 795523720 781181922 1606841058 1671889189 FORDHAM 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. false false 884353452 348359273 862947412 HIGHER 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 9,900 UNDERGRADUATE STUDENTS AND 5,500 GRADUATE AND PROFESSIONAL STUDENTS. FOR MORE INFORMATION, SEE SCHEDULE O. 109608750 0 111758196 STUDENT HOUSING & FOOD SERVICES THE UNIVERSITY PROVIDES VARIOUS SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. 993962202 true true false true false false true false true true true false false true true true false true true true true false true true false false true true true true false false false false false false false false false false true false false false true true true true false false true X 20946 0 true 7965 true true true true UK false false false true true true 4 false false false true false X 37 35 false false true false false false false true true false false true true true true true true true true true true CA X X ANTHONY M GRONO 7188171000 441 E FORDHAM RD BRONX NY 10458 ARMANDO NUNEZ JR TRUSTEE & CHAIR 2.0 0.0 X X 0 0 0 MARY ANN SULLIVAN TRUSTEE & VICE CHAIR (END 06/24) 2.0 0.0 X X 0 0 0 TANIA TETLOW PRESIDENT & TRUSTEE 35.0 0.0 X X 1516067 0 211139 THOMAS J REGAN SJ TRUSTEE & VICE CHAIR 2.0 0.0 X X 0 0 0 ANDREW J HINTON TRUSTEE 1.0 0.0 X 0 0 0 ANTHONY P CARTER TRUSTEE 1.0 0.0 X 0 0 0 CAROLYN M ALBSTEIN TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER F FITZMAURICE TRUSTEE 1.0 0.0 X 0 0 0 DARIO WERTHEIN TRUSTEE 1.0 0.0 X 0 0 0 DARLENE LUCCIO JORDAN TRUSTEE 1.0 0.0 X 0 0 0 DARRYL EMERSON BROWN TRUSTEE 1.0 0.0 X 0 0 0 DAVID TANEN TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 DENNY CHIN TRUSTEE & ADJUNCT PROFESSOR 2.0 0.0 X 139526 0 0 DONALD ALMEIDA TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 DONNA MORRIS TRUSTEE 1.0 0.0 X 0 0 0 DONNA O SMOLENS TRUSTEE 1.0 0.0 X 0 0 0 EDWARD M STROZ TRUSTEE 1.0 0.0 X 0 0 0 EMANUEL CHIRICO TRUSTEE 1.0 0.0 X 0 0 0 GERALD R BLASZCZAK SJ TRUSTEE 1.0 0.0 X 0 0 0 HENRY S MILLER TRUSTEE 1.0 0.0 X 0 0 0 JAMES ROWEN TRUSTEE 1.0 0.0 X 0 0 0 JOHN L LUMELLEAU TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH MARINA SJ TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 KATHLEEN MACLEAN TRUSTEE 1.0 0.0 X 0 0 0 KIM BEPLER TRUSTEE 1.0 0.0 X 0 0 0 LORI CRUZ DOTY TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 MANDELL CRAWLEY TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 MEAGHAN JARENSKY BARAKETT TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL J DOWLING TRUSTEE 1.0 0.0 X 0 0 0 NORA AHERN GROSE TRUSTEE 1.0 0.0 X 0 0 0 RICHARD P SALMI SJ TRUSTEE 1.0 0.0 X 0 0 0 SHERYL DELLAPINA TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 SUSAN CONLEY SALICE TRUSTEE 1.0 0.0 X 0 0 0 THOMAS SCIRGHI SJ TRUSTEE (START 07/23) 1.0 0.0 X 0 0 0 ULDERICO CALERO JR TRUSTEE 1.0 0.0 X 0 0 0 VALERIE IRICK RAINFORD TRUSTEE 1.0 0.0 X 0 0 0 WILLIAM J TOPPETA TRUSTEE 1.0 0.0 X 0 0 0 ANAND PADMANABHAN VP OF INFORMATION TECHNOLOGY & CIO (OFC THRU 2/24) 35.0 0.0 X 390800 0 146924 ANTHONY GRONO INTERIM VP OF FIN & ASST TREAS (START 10/23, END 9/24) 35.0 0.0 X 237806 0 149308 DENNIS C JACOBS PROVOST & SVP OF ACADEMIC AFFAIRS 35.0 0.0 X 685432 0 98915 DOROTHY MARINUCCI UNIVERSITY SECRETARY 35.0 0.0 X 319626 0 111075 JEFFREY GRAY SVP OF STUDENT AFFAIRS (END 8/23) 35.0 0.0 X 445354 0 68333 JOHN BUCKLEY SVP FOR ENROLLMENT (OFC THRU 2/24) 35.0 0.0 X 306429 0 98169 JOHN CECERO SJ VP MISSION & MINISTRY (OFC THRU 2/24) 35.0 0.0 X 0 0 0 KAY TURNER VP FOR HUMAN RESOURCES (OFC THRU 2/24) 35.0 0.0 X 409822 0 71048 MARCO VALERA VP FOR ADMINISTRATION (OFC THRU 2/24) 35.0 0.0 X 485465 0 54025 MARGARET BALL VICE PRES. & GENERAL COUNSEL (END 12/23) 35.0 0.0 X 399137 0 97435 MARTHA K HIRST SVP, CFO, & TREASURER (END 7/23) 35.0 0.0 X 703662 0 61936 MICHAEL TREROTOLA CHIEF OF STAFF & ASST UNIV SECRETARY 35.0 0.0 X 151817 0 75881 NICHOLAS MILOWSKI VP OF FINANCE & ASST TREASURER (END 10/23) 35.0 0.0 X 337356 0 89201 OLATOKUMBO SHOBOWALE SVP, CFO, & TREASURER (START 10/23) 35.0 0.0 X 143015 0 19799 ROGER MILICI VP FOR DEVELOPMENT & UNIVERSITY RELATIONS (OFC THRU 2/24) 35.0 0.0 X 544099 0 82150 DONNA M RAPACCIOLI PROFESSOR 35.0 0.0 X 519285 0 97198 GEETA PALSHIKAR CHIEF INVESTMENT OFFICER 35.0 0.0 X 588688 0 101209 IFTEKHAR HASAN PROFESSOR 35.0 0.0 X 508934 0 66745 KEITH A URGO HEAD MEN'S BASKETBALL COACH 35.0 0.0 X 1047652 0 86484 MATTHEW DILLER DEAN 35.0 0.0 X 551772 0 95665 FRANK SIMIO FORMER VP FOR LINCOLN CENTER (END 6/23) 0.0 0.0 X 248574 0 56751 JONATHAN CRYSTAL VICE PROVOST FOR ACADEMIC AFFAIRS 0.0 0.0 X 452865 0 101907 11133183 0 2041297 989 true true false TISHMAN INTERIORS CORPORATION 100 PARK AVENUE NEW YORK NY 10017 CONSTRUCTION 28247892 ARAMARK SERVICES INC 1101 MARKET STREET PHILADELPHIA PA 19107 FOOD SERVICE 27044331 2U INC 7900 HARKINS ROAD LANHAM MD 20706 ONLINE EDUCATION 25386167 ALLIED UNIVERSAL SECURITY SERVICES EIGHT TOWER BRIDGE 161 WASHINGTON CONSHOHOCKEN PA 19428 SECURITY SERVICES 8548520 ALVIN AILEY DANCE FOUNDATION INC 405 WEST 55TH STREET NEW YORK NY 10019 ACADEMIC PARTNERSHIP 3633288 299 0 0 1951166 0 30214425 60227018 1487864 92392609 TUITION AND FEES 611600 851208568 851208568 STUDENT HOUSING & FOOD SERVICES 611710 111758196 110635599 1122597 ATHLETIC AND SUMMER PROGRAMS 611710 4705619 4705619 FEES FOR EDUCATIONAL SERVICES 611600 1345680 1345680 FACILITIES RENTAL 611710 1300148 1300148 4387397 4387397 0 0 974705608 27074956 -1443571 28518527 483204 483204 910407 910407 639206 639206 0 639206 639206 580478730 551995217 28483513 0 28483513 28483513 534045 1951166 1475390 -941345 -941345 PARKING INCOME - OPEN TO PUBLIC 812930 480421 480421 TRAVEL TOURS 561500 79168 79168 0 0 0 0 559589 1124307747 973583011 -883982 59216109 1545267 1545267 346738986 346738986 75020 75020 0 0 8680415 3580952 3879065 1220398 0 0 0 0 317303016 277801667 31039387 8461962 22926300 21232855 1355944 337501 71841619 63534932 4768733 3537954 24123758 22341863 1426766 355129 0 0 0 0 1110803 0 1110803 0 349966 0 349966 0 15188 0 15188 0 444921 444921 13037200 0 13037200 0 23483018 15292002 8162454 28562 7037370 6351092 345125 341153 14327289 12927729 1070579 328981 11130219 9917095 1210261 2863 83002 83002 0 0 47431962 44889005 2024569 518388 11139198 10281800 479246 378152 0 0 0 0 11450922 9173545 1445708 831669 18653647 18320382 333265 0 0 0 0 0 56844427 51501051 3979110 1364266 6453758 3454937 2994836 3985 STUDENT MEAL COSTS 21598881 21598881 0 0 ONLINE LEARN - 3RD PTY PMT 18512271 18512271 0 0 STUDENT EXCHANGE 10240833 10240833 0 0 LIBRARY MATERIALS 5613951 5613951 0 0 20305587 18953084 722335 630168 1092498794 993962202 79750540 18786052 6435155 1452167 55417772 83059855 100417176 103814282 14007105 13283309 0 0 0 0 5052451 4480846 749026 669512 7789734 10737335 2013579989 844894926 1169892610 1168685063 89439906 58346243 845334864 897963945 0 0 107828979 110578554 2402364778 2453071111 72014171 71346465 43057369 50488548 473891706 456778585 0 38772459 33805913 20000000 20000000 147788015 148762411 795523720 781181922 X 755730058 781721886 851111000 890167303 1606841058 1671889189 2402364778 2453071111 X 31808953 32043273 1195905 X false true X true true true X 72632861 124473071 109617911 94485027 92392609 493601479 0 0 72632861 124473071 109617911 94485027 92392609 493601479 25430508 468170971 9698303 17100364 15871964 21296955 29107773 93075359 0 914758 391715 1098891 1019777 1122597 4547738 591224576 4411997839 0.7919 0.8205 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 X 0 0 0 0 0 0 Schedule A, Part II, Line 10 OTHER INCOME OTHER INCOME: LINE 10 INCLUDES OTHER PROGRAM REVENUE EXCLUDED FROM UNRELATED BUSINESS TAXABLE INCOME. Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 914758.0, COLUMN B - 391715.0, COLUMN C - 1098891.0, COLUMN D - 1019777.0, COLUMN E - 1122597.0, COLUMN F - 4547738.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true true 26382 true 9680 false false true 57975 true 14673 true 20894 129604 false Schedule C, Part II-B, Line 1 LOBBYING ACTIVITIES LOBBYING 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. Schedule C, Part II-B, Line 1i OTHER LOBBYING ACTIVITIES THE UNIVERSITY PAID MEMBERSHIP DUES TO FIVE ORGANIZATIONS, EACH OF WHICH ENGAGED IN SOME DEGREE OF LOBBYING ACTIVITY. TOTAL MEMBERSHIP DUES PAID DURING FISCAL YEAR 2024 (AND THE PORTIONS OF WHICH WERE ATTRIBUTED TO LOBBYING ACTIVITIES) WERE AS FOLLOWS: THE ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES $125,119 ($5,005) THE COMMISSION ON INDEPENDENT COLLEGES AND UNIVERSITIES $98,552 ($4,090) NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES $19,100 ($1,146) AMERICAN COUNCIL ON EDUCATION $15,056 ($402) NATIONAL HUMANITIES ALLIANCE $3,100 ($930) LOBBYING ACTIVITIES DO NOT CONSTITUTE A SUBSTANTIAL PORTION OF FORDHAM'S ACTIVITIES. 54575 4232418 X X X false 978178230 24847077 83867264 18931297 30134884 13037200 1024789190 972445875 23634831 68489155 17691027 57142454 11558150 978178230 1000215785 63049670 -44227443 15389788 21372761 9829588 972445875 712774540 118069666 212399359 14806543 17799657 10421580 1000215785 733516335 16343516 2276483 14053700 17823983 7484111 712774540 0.4101 0.3881 0.2018 true false 14607246 14607246 1565047819 556493965 1008553854 7471183 3250663 4220520 352414103 269086814 83327289 74039638 16063484 57976154 1168685063 NON-PUBLIC EQUITY FUNDS 145284627 F ABSOLUTE RETURN HEDGE FUNDS 185006614 F PRIVATE CAPITAL FUNDS 567672704 F 897963945 POSTRETIREMENT BENEFIT OBLIGATION 52867000 U.S. GOVT REFUNDABLE ADVANCES 454187 AMOUNTS HELD ON BEHALF OF OTHERS 5603357 OPERATING LEASE LIABILITIES 89837867 148762411 X 802320932 32043273 -342468278 -310425005 1112745937 13037200 -1475390 11561810 1124307747 737278989 4566707 4566707 732712282 13037200 346749312 359786512 1092498794 Schedule D, Part III, Line 4 Collections of art - description of collections 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 MORE THAN 350 ANTIQUITIES DATING FROM THE 10TH CENTURY B.C. THROUGH THE 6TH CENTURY C.E. 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 4 Intended uses of endowment funds ENDOWMENT 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 2 FIN 48 (ASC 740) footnote INCOME TAXES: THE UNIVERSITY EVALUATES UNCERTAINTIES IN INCOME TAXES AND ACCOUNTS FOR THEM IN THE FINANCIAL STATEMENTS IF THEY EXCEED A THRESHOLD OF MORE-LIKELY-THAN-NOT OF BEING SUSTAINED. THE UNIVERSITY HAS NO MATERIAL UNCERTAIN TAX POSITIONS. INCOME GENERATED FROM ACTIVITIES THAT SUPPORT THE UNIVERSITY'S MISSION BUT MAY NOT DIRECTLY RELATE TO ITS EXEMPT PURPOSE (I.E. UNRELATED BUSINESS ACTIVITIES), IS SUBJECT TO TAX. IN CONNECTION WITH THE UNIVERSITY'S ROUTINE EVALUATION OF UNRELATED BUSINESS ACTIVITIES, A DEFERRED TAX ASSET TOTALING $1,386,000 AND $1,152,000 AT JUNE 30, 2024 AND 2023, RESPECTIVELY, WAS RECOGNIZED, WHICH IS INCLUDED IN OTHER ASSETS ON THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION, TO REFLECT THE FACT THAT NET OPERATING LOSS CARRYFORWARDS WILL LIKELY BE DEDUCTIBLE AGAINST FUTURE TAXABLE INCOME. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN FAIR VALUE OF PERPETUAL TRUST - 400765 CHANGE IN VALUE OF INTEREST RATE SWAP - 331555 FINANCIAL AID AWARDS - -XXX-XX-XXXX CHANGES IN POST RETIREMENT HEALTH BENEFIT OTHER THAN NET PERIODIC BENEFIT COST - -196000 NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST - 2257000 GAIN ON REFUNDING OF DEBT - 1487714 TRAVEL TOUR EXPENSE - -10326 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements SPECIAL EVENT EXPENSES - -1475390 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENT EXPENSES - 1475390 LONDON EXPENSES & CURRENCY ADJ - 3091317 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FINANCIAL AID AWARDS - XXX-XX-XXXX TRAVEL TOURS EXPENSE - 10326 true true true true true true true false false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY NONDISCRIMINATION 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 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT EXPLANATION 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, THE U.S. ENVIRONMENTAL PROTECTION AGENCY, AND VARIOUS OTHER FEDERAL, NEW YORK STATE AND NEW YORK CITY AGENCIES. true Europe (Including Iceland and Greenland) 2 73 Program Services INTERNATIONAL STUDIES 14850636 East Asia and the Pacific 0 14 Program Services INTERNATIONAL STUDIES 578651 East Asia and the Pacific 0 1 Program Services LAW SCHOOL 56309 Sub-Saharan Africa 0 3 Program Services LAW SCHOOL 28902 Europe (Including Iceland and Greenland) 0 3 Program Services LAW SCHOOL 145203 Central America and the Caribbean 0 0 Investments 333101470 North America (Canada & Mexico only) 0 0 Investments 32589058 Europe (Including Iceland and Greenland) 0 0 Investments 85216538 South Asia 0 0 Grantmaking RESEARCH 41533 South America 0 0 Grantmaking RESEARCH 18252 Sub-Saharan Africa 0 0 Grantmaking RESEARCH 15235 2 94 0 0 2 94 466641787 0 466641787 South America RESEARCH 18252 WIRE South Asia RESEARCH 21007 WIRE Sub-Saharan Africa RESEARCH 15235 WIRE South Asia RESEARCH 20526 WIRE 4 0 true true true true true true Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds GRANT MONITORING: ANY ORGANIZATION THAT RECEIVES SUBAWARDS FROM FORDHAM UNIVERSITY IS REQUIRED TO SUBMIT BOTH FINANCIAL AND PROGRAM PROGRESS REPORTS, EITHER ON A MONTHLY OR QUARTERLY BASIS, AS TO THE USE OF FUNDS. THE REQUIRED FREQUENCY OF REPORTING, AS WELL AS OTHER MONITORING CONTROLS, ARE DEPENDENT UPON REQUIREMENTS OF THE PRIMARY SUBGRANTING AGENCY AND UPON THE RESULTS OF A PREAWARD RISK ASSESSMENT, WHICH IS PERFORMED ON ALL SUBRECIPIENTS PRIOR TO ISSUING AWARDS. FINANCIAL AND PROGRAM PROGRESS REPORTS RECEIVED FROM SUBGRANTEES ARE MONITORED AND REVIEWED BY PRINCIPAL INVESTIGATORS, THE OFFICE OF SPONSORED PROGRAMS AND THE SUBGRANTS ACCOUNTING OFFICE TO ENSURE FUNDS ARE USED APPROPRIATELY. IN ADDITION, PRINCIPAL INVESTIGATORS MEET REGULARLY WITH SUBGRANTEES, WHICH INCLUDES FIELD VISITS TO OBSERVE ACTIVITIES ON A FIRST-HAND BASIS. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual X X X X X X X true CORE GROUP 650 CARVER BEACH RD CHANHASSEN MN 553172101 PROF. FUNDRAISING false 9350 -9350 MCVICKER & HIGGINBOTHAM INC 43-34 32ND PLACE LONG ISLAND CITY NY 11101 PROF. FUNDRAISING false 88484 -88484 MARKETING COMMUNICATION RESOURCE INC 4800 E 345TH ST WILLOUGHBY OH 44094 PROF. FUNDRAISING false 277392 -277392 RUFFALO NOEL LEVITZ 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 PROF. FUNDRAISING false 206310 40611 165699 GRAPHIC MANAGEMENT PARTNERS 47 PURDY AVENUE PORT CHESTER NY 10573 PROF. FUNDRAISING false 5285 -5285 DME DELIVERS LLC PO BOX 10979 DAYTONA BEACH FL 32120 PROF. FUNDRAISING false 13154 -13154 206310 434276 -227966 CA NY FOUNDERS DINNER 1232766 1022216 210550 0 0 352060 314674 246535 112928 GOLF CLASSIC 338900 138950 199950 0 10259 293403 0 0 0 1 379500 255955 123545 0 0 114608 18750 5308 6865 1951166 1417121 534045 0 10259 760071 333424 251843 119793 1475390 -941345 Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses CORE GROUP-CORE GROUP PROVIDES CONSULTING SERVICES TO HELP ANALYZE OUR GIVING AND STAFFING DATA AND EVALUATE THE CASE FOR ADDITIONAL INVESTMENTS IN FUNDRAISING RESOURCES. WE ARE UNABLE TO DIRECTLY TRACE THESE EFFORTS TO CONTRIBUTIONS RECEIVED, THEREFORE, NO GROSS RECEIPTS HAVE BEEN ALLOCATED IN PART I, LINE 2B, COLUMN (IV).;MCVICKER & HIGGINBOTHAM, INC-MCVICKER & HIGGINBOTHAM, INC. PROVIDES FORDHAM WITH SERVICES SUCH AS SETUP AND DISTRIBUTION OF DIRECT MAIL MARKETING FOR FUNDRAISING SOLICITATIONS, INCLUDING TASKS LIKE SEGMENTING AND INSERTION. WE ARE UNABLE TO DIRECTLY TRACE THESE EFFORTS TO CONTRIBUTIONS RECEIVED, THEREFORE, NO GROSS RECEIPTS HAVE BEEN ALLOCATED IN PART I, LINE 2B, COLUMN (IV).;MARKETING COMMUNICATION RESOURCE, INC-MARKETING COMMUNICATION RESOURCE, INC PROVIDES FORDHAM WITH SERVICES SUCH AS DESIGNING, PRINTING, PRODUCTION OF DIRECT MAIL SOLICATIONS. WE ARE UNABLE TO DIRECTLY TRACE THESE EFFORTS TO CONTRIBUTIONS RECEIVED, THEREFORE, NO GROSS RECEIPTS HAVE BEEN ALLOCATED IN PART I, LINE 2B, COLUMN (IV).;RUFFALO NOEL LEVITZ-RUFFALO 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.;GRAPHIC MANAGEMENT PARTNERS-GRAPHIC MANAGEMENT PARTNERS PROVIDES PRINT SERVICES FOR SOLICITATIONS. WE ARE UNABLE TO DIRECTLY TRACE THESE EFFORTS TO CONTRIBUTIONS RECEIVED, THEREFORE, NO GROSS RECEIPTS HAVE BEEN ALLOCATED IN PART I, LINE 2B, COLUMN (IV).;DME DELIVERS, LLC-DME DELIVERS, LLC PROVIDES SUPPORT WITH THE ATHLETICS SPRING MAILER (MAIL SOLICITATION). WE ARE UNABLE TO DIRECTLY TRACE THESE EFFORTS TO CONTRIBUTIONS RECEIVED, THEREFORE, NO GROSS RECEIPTS HAVE BEEN ALLOCATED IN PART I, LINE 2B, COLUMN (IV).; true ADAMS STATE UNIVERSITY 208 EDGEMONT BOULEVARD ALAMOSA CO 81101 846000542 GOVERNMENT 9673 RESEARCH ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVENUE BRONX NY 10461 830621846 501 (C) (3) 12613 RESEARCH AUBURN UNIVERSITY 126 INGRAM HALL AUBURN AL 36849 636000724 GOVERNMENT 27312 RESEARCH CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HWY BAKERSFIELD CA 93311 320291662 501 (C) (3) 20583 RESEARCH CALIFORNIA STATE UNIVERSITY EAST BAY 25800 CARLOS BEE BLVD HAYWARD CA 94542 941524922 GOVERNMENT 11213 RESEARCH CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 341018992 501 (C) (3) 11176 RESEARCH CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY STREET NEW BRITAIN CT 06053 061303381 GOVERNMENT 208704 RESEARCH CHILDREN'S HOSPITAL OF ORANGE COUNTY 1201 W LA VETA AVENUE ORANGE CA 92868 952321786 501 (C) (3) 5472 RESEARCH DILLARD UNIVERSITY 2601 GENTILLY BLVD NEW ORLEANS LA 70122 720408929 501 (C) (3) 27954 RESEARCH GRAMBLING STATE UNIVERSITY 403 MAIN STREET GRAMBLING LA 71245 726000751 GOVERNMENT 72752 RESEARCH MOUNT SINAI SCHOOL OF MEDICINE 1 GUSTAVE L LEVY PL NEW YORK NY 10029 136171197 501 (C) (3) 418704 RESEARCH NATIONAL OPINION RESEARCH CENTER (NORC) 55 E MONROE STREET 20TH FL CHICAGO IL 60603 362167808 501 (C) (3) 16034 RESEARCH NEW MEXICO STATE UNIVERSITY 1050 STEWART STREET STE E2010 LAS CRUCES NM 88003 866000401 GOVERNMENT 29372 RESEARCH PILNET 199 WATER STREET 11TH FL NEW YORK NY 10038 205087783 501 (C) (3) 168837 RESEARCH REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 501 (C) (3) 52157 RESEARCH RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 W 41ST STREET NEW YORK NY 10036 131988190 501 (C) (3) 37044 RESEARCH RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501 (C) (3) 21233 RESEARCH SAN DIEGO STATE UNIVERSITY FOUNDATION 5250 CAMPANILE DRIVE MC1947 SAN DIEGO CA 92182 956042721 501 (C) (3) 31942 RESEARCH STANFORD UNIVERSITY 450 JANE STANFORD WAY STANFORD CA 94305 941156365 501 (C) (3) 74649 RESEARCH TENNESSEE TECHNOLOGICAL UNIVERSITY 1 WILLIAM L JONES DR COOKEVILLE TN 38505 620646806 501 (C) (3) 44651 RESEARCH TEXAS A&M UNIVERSITY HEALTH SCIENCE CENTER 400 HARVEY MITCHELL PKWY SOUTH STE 300 COLLEGE STATION TX 77845 742907553 GOVERNMENT 24043 RESEARCH TEXAS A&M AGRILIFE RESEARCH 400 HARVEY MITCHELL PKWY SOUTH STE 300 COLLEGE STATION TX 77845 746000541 GOVERNMENT 17397 RESEARCH TULANE UNIVERSITY 1430 TULANE AVE NEW ORLEANS LA 70112 720423889 501 (C) (3) 33291 RESEARCH UNIVERSITY OF CALIFORNIA RIVERSIDE 900 UNIVERSITY AVE RIVERSIDE CA 92521 956006142 GOVERNMENT 52858 RESEARCH UNIVERSITY OF HOUSTON-CLEAR LAKE 2700 BAY AREA BLVD HOUSTON TX 77058 746001399 GOVERNMENT 45579 RESEARCH UNIVERSITY OF MISSOURI 230 JESSE HALL COLUMBIA MO 65211 436003859 GOVERNMENT 7035 RESEARCH UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 501 (C) (3) 10500 RESEARCH VIRGINIA COMMONWEALTH UNIVERSITY 907 FLOYD AVENUE RICHMOND VA 23284 546001758 GOVERNMENT 7188 RESEARCH VIRGINIA STATE UNIVERSITY 1 HAYDEN DRIVE PETERSBURG VA 23806 546001811 GOVERNMENT 11070 RESEARCH YALE UNIVERSITY 25 SCIENCE PARK 150 MUNSON STREET P0 BOX 208327 3RD FL NEW HAVEN CT 06520 060646973 501 (C) (3) 29315 RESEARCH 30 0 STUDENT SCHOLARSHIPS 17377 346738986 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANT 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. X X true true X X X X true true false false false false false true false TANIA TETLOW PRESIDENT & TRUSTEE 1215080 0 200000 0 100987 0 137036 0 74103 0 1727206 0 0 0 DENNY CHIN TRUSTEE & ADJUNCT PROFESSOR 139526 0 0 0 0 0 0 0 0 0 139526 0 0 0 FRANK SIMIO FORMER VP FOR LINCOLN CENTER (END 6/23) 209886 0 0 0 38688 0 34275 0 22476 0 305325 0 0 0 JONATHAN CRYSTAL VICE PROVOST FOR ACADEMIC AFFAIRS 450355 0 0 0 2510 0 52800 0 49107 0 554772 0 0 0 MARGARET BALL VICE PRES. & GENERAL COUNSEL (END 12/23) 393153 0 0 0 5984 0 52800 0 44635 0 496572 0 0 0 OLATOKUMBO SHOBOWALE SVP, CFO, & TREASURER (START 10/23) 139385 0 0 0 3630 0 19692 0 107 0 162814 0 0 0 DENNIS C JACOBS PROVOST & SVP OF ACADEMIC AFFAIRS 632756 0 0 0 52676 0 52800 0 46115 0 784347 0 0 0 DOROTHY MARINUCCI UNIVERSITY SECRETARY 299592 0 0 0 20034 0 49300 0 61775 0 430701 0 0 0 MICHAEL TREROTOLA CHIEF OF STAFF & ASST UNIV SECRETARY 151169 0 0 0 648 0 26351 0 49530 0 227698 0 0 0 NICHOLAS MILOWSKI VP OF FINANCE & ASST TREASURER (END 10/23) 306366 0 0 0 30990 0 50513 0 38688 0 426557 0 0 0 ANTHONY GRONO INTERIM VP OF FIN & ASST TREAS (START 10/23, END 9/24) 236427 0 0 0 1379 0 39682 0 109626 0 387114 0 0 0 JOHN BUCKLEY SVP FOR ENROLLMENT (OFC THRU 2/24) 304079 0 0 0 2350 0 50497 0 47672 0 404598 0 0 0 JEFFREY GRAY SVP OF STUDENT AFFAIRS (END 8/23) 252415 0 0 0 192939 0 41179 0 27154 0 513687 0 0 0 MARTHA K HIRST SVP, CFO, & TREASURER (END 7/23) 322830 0 0 0 380832 0 52156 0 9780 0 765598 0 0 0 ROGER MILICI VP FOR DEVELOPMENT & UNIVERSITY RELATIONS (OFC THRU 2/24) 518457 0 0 0 25642 0 52800 0 29350 0 626249 0 0 0 ANAND PADMANABHAN VP OF INFORMATION TECHNOLOGY & CIO (OFC THRU 2/24) 388290 0 0 0 2510 0 41490 0 105434 0 537724 0 0 0 KAY TURNER VP FOR HUMAN RESOURCES (OFC THRU 2/24) 397312 0 10000 0 2510 0 52800 0 18248 0 480870 0 0 0 MARCO VALERA VP FOR ADMINISTRATION (OFC THRU 2/24) 481900 0 0 0 3565 0 52800 0 1225 0 539490 0 0 0 KEITH A URGO HEAD MEN'S BASKETBALL COACH 848140 0 185000 0 14512 0 41490 0 44994 0 1134136 0 0 0 GEETA PALSHIKAR CHIEF INVESTMENT OFFICER 511721 0 67500 0 9467 0 52800 0 48409 0 689897 0 0 0 MATTHEW DILLER DEAN 548020 0 0 0 3752 0 52800 0 42865 0 647437 0 0 0 DONNA M RAPACCIOLI PROFESSOR 515533 0 0 0 3752 0 52800 0 44398 0 616483 0 0 0 IFTEKHAR HASAN PROFESSOR 505938 0 0 0 2996 0 52800 0 13945 0 575679 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel FIRST-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. Schedule J, Part I, Line 1a Housing allowance or residence for personal use HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: HOUSING WAS PROVIDED TO JOHN CECERO S.J., VP FOR MISSION, INTEGRATION, AND PLANNING. HE IS A MEMBER OF THE SOCIETY OF JESUS AND LIVES AS A RESIDENT MINISTER IN A UNIVERSITY DORMITORY ON CAMPUS, PROVIDING GUIDANCE TO STUDENTS FOR THE CONVENIENCE OF THE UNIVERSITY. ACCORDINGLY, THE HOUSING BENEFITS PROVIDED ARE NOT INCLUDABLE AS GROSS INCOME UNDER SECTION 119 OF THE INTERNAL REVENUE CODE. THE UNIVERSITY'S PRESIDENT, PROVOST, AND THE SENIOR VICE PRESIDENT, CFO, AND TREASURER, RECEIVE A TAXABLE HOUSING ALLOWANCE, WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III). Schedule J, Part I, Line 4a Severance or change-of-control payment SEPARATION PAYMENTS DURING THE YEAR, THE UNIVERSITY'S FORMER SENIOR VICE PRESIDENT, CFO AND TREASURER AND FORMER SENIOR VICE PRESIDENT FOR STUDENT AFFAIRS RECEIVED SEPARATION PAYMENTS, AS REPORTED IN PART II, COLUMN (B)(III). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DEFERRED COMPENSATION DURING THE YEAR, THE UNIVERSITY'S PRESIDENT PARTICIPATED IN A 457(F) PLAN WITH CONTRIBUTIONS OF $61,736. THESE AMOUNTS ARE REPORTED IN PART II, COLUMN C. Schedule J, Part I, Line 7 Non-fixed payments NON-FIXED PAYMENTS: TWO OFFICERS AND TWO HIGHEST COMPENSATED EMPLOYEES RECEIVED A DISCRETIONARY BONUS PAYMENT DURING CALENDAR YEAR 2023, AS REPORTED IN PART II, COLUMN (B)(II). Schedule J, Part I FORDHAM UNIVERSITY'S VP FOR MISSION, INTEGRATION, AND PLANNING, JOHN CECERO S.J., IS A MEMBER OF THE SOCIETY OF JESUS. PAYMENTS ARE MADE TO THE SOCIETY OF JESUS FOR THIS OFFICER AND OTHER MEMBERS OF THE JESUIT COMMUNITY FOR THEIR SERVICES TO FORDHAM UNIVERSITY. TOTAL PAYMENTS TO THE JESUIT COMMUNITY IN CALENDAR YEAR 2023 TOTALED $2,344,609. A DASNY SERIES 2008A 146000293 649903C33 2008-05-21 96895000 REFUNDING 2005 DEBT ISSUE false false false B DASNY SERIES 2016A 146000293 64990BD75 2016-05-05 169720220 REFUND PRIOR ISSUES AND RENOVATE ACADEMIC BUILDINGS false false false C DASNY SERIES 2017 146000293 64990C5S6 2017-12-21 91211032 REFUNDING 2011 DEBT ISSUE false false false D DASNY SERIES 2020 146000293 64990GXZ0 2020-01-29 165170475 EXPANSION & REFURBISHMENT OF CAMPUS CENTER false false false A 53550000 96895000 602276 59047 96233677 2008 true false true true B 24750000 32000000 169720220 1209489 15075000 153435731 2016 true true true true C 11500000 91211032 826227 90384805 2017 false true true true D 165170475 14067298 978177 150000000 125000 2022 false false true true A false false false false 0.0 false false true B false false false false 0.0 false false true C false false false false 0.0 false false true D false false false false 0.0 false false true A false false false true true true BOA ML 24.1 true false false false true B false false false true false false false false true C false false true false false false false false true D false true false false false false false false true A true B true C true D true Schedule K, Part I BOND ISSUES 2008 BOND ISSUE: (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: REFUND CERTAIN TRANCHES OF THE 2005 DEBT ISSUE AND COVER COSTS OF ISSUANCE OF THE 2008A 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 2024 BOND ISSUE A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: REFUND 2014 DEBT ISSUE AND COVER COSTS OF ISSUANCE OF THE 2024 DEBT ISSUE Schedule K, Part III, Line 4 ALL ACTIVITIES AND CONTRACTS CURRENTLY OPERATED WITHIN BOND-FINANCED SPACE ARE EITHER RELATED TO FORDHAM 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, Line 2c SCHEDULE K, PART IV, (1), LINE 2C, COLUMN A 2008 BOND ISSUE THE DATE OF THE REBATE COMPUTATION IS 12/31/2023. SCHEDULE K, PART IV, (1), LINE 2C, COLUMN B 2016 BOND ISSUE THE DATE OF THE REBATE CALCULATION IS 05/05/21. SCHEDULE K, PART IV, (1), LINE 2C, COLUMN C 2017 BOND ISSUE THE BOND MET THE 6-MONTH SPENDING EXCEPTION TO THE REBATE REQUIREMENT. Schedule K, Part IV, Line 4c COLUMN A ARBITRAGE THE UNIVERSITY PAYS A FIXED RATE OF 3.2475% AND RECEIVES 67% OF DAILY SOFR COMPOUNDED + 11.448 BPS MINUS THE WEEKLY SIFMA INDEX BOND RATE ON THE NOTIONAL PRINCIPAL AMOUNT OF THE 2008A BONDS. A DASNY SERIES 2021A 146000293 65000BFZ6 2021-11-17 32437976 REFUND 2016A DEBT ISSUE false false false B DASNY SERIES 2024 146000293 65000BXXX 2024-04-03 42287963 REFUND 2014 DEBT ISSUE false false false A 1420000 32437976 32108307 329669 2021 true false true true B 42287963 3834 41805000 214358 268605 2024 true false true true A false false false false 0.0 false false true B false false false false 0.0 false false true A false true false false false false false false true B false true false false false false false false true A true B true X 1 21355 Opinions of experts X 1 720 Market value X 36 1423580 Market value X Steinway Grand Piano 1 32500 Opinions of experts X FUNDRAISING EVENT 6 9709 Cost 6 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions 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 M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE AMOUNT LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. Other - Steinway Grand Piano - THE AMOUNT LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. Art - Works of art - THE AMOUNT LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. Art - Historical treasures - THE AMOUNT LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. Other - FUNDRAISING EVENT - THE AMOUNT LISTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS - HIGHER EDUCATION PROGRAM 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 9,900 UNDERGRADUATE STUDENTS AND 5,500 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 4 Significant changes to organizational documents Summary of Significant Changes to Governance Documents Since the Last Form 990 Filing The University has made key updates to Chapter Eight of its governance documents, refining the structure, roles, and responsibilities of its Officers and Vice Presidents. Notable changes include: Clarification of Officer Roles: Officers now explicitly include the President, Secretary, Assistant Secretary, Treasurer, and Assistant Treasurer, along with any other positions the Board deems necessary. Election and Appointment Process: Officers are formally elected by the Board upon nomination by the President, with a distinction that employees with officer-like titles are not automatically considered Officers unless explicitly elected by the Board. Authority and Responsibilities: Officers are required to be knowledgeable about their delegated duties and report directly to the Board. Any two offices may be held by the same person, except for President/Secretary and President/Treasurer. Vice President and Provost Appointments: The President now has the authority to appoint Vice Presidents and the Provost, who oversee academic programs and may execute contracts in the absence of the designated contracting Officer. Financial Oversight Enhancements: The Treasurer is explicitly responsible for managing financial records, overseeing audits, and ensuring compliance, with the ability to delegate administrative tasks as needed. Contractual Authority: Vice Presidents and the Provost have been granted the ability to execute contracts on behalf of the University under the President's direction. These revisions strengthen administrative efficiency, clarify governance structures, and reinforce the Board's oversight while streamlining executive authority. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 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 12c Conflict of interest policy CONFLICT 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 Process to establish compensation of top management official COMPENSATION REVIEW: THE BOARD IS COMMITTED TO MAINTAINING A REBUTTABLE PRESUMPTION OF REASONABLENESS IN ACCORDANCE WITH APPLICABLE FEDERAL AND STATE LAWS GOVERNING NOT FOR PROFIT COMPENSATION. ACCORDINGLY, THE COMPENSATION COMMITTEE OF THE BOARD IS CHARGED TO DETERMINE COMPENSATION FOR THE PRESIDENT AND OTHER UNIVERSITY OFFICERS, FOLLOWING THE GUIDELINES OUTLINED IN THE COMMITTEE'S COMPENSATION CHARTER AND THE SPIRIT OF THE UNIVERSITY'S COMPENSATION PHILOSOPHY. THE COMMITTEE CONDUCTS ITS REVIEW PROCESS AS SPECIFIED IN THE CHARTER WHEN HIRING A NEW OFFICER OR NEGOTIATING OR ADJUSTING EXECUTIVE COMPENSATION ARRANGEMENTS. THE COMPENSATION FOR THE PRESIDENT IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD USING COMPENSATION DATA FROM PEER INSTITUTIONS, COMPILED BY AN INDEPENDENT COMPENSATION EXPERT. AFTER THE REVIEW, THE COMPENSATION COMMITTEE OF THE BOARD DOCUMENTS THEIR RATIONALE, MAKES A COMPENSATION RECOMMENDATION, SUBMITS THE DECISION TO THE EXECUTIVE COMMITTEE FOR APPROVAL, AND MAINTAINS RECORDS OF THE DELIBERATIONS. THE FINAL DETERMINATION IS REPORTED TO THE BOARD IN EXECUTIVE SESSION. THE PRESIDENT'S COMPENSATION REVIEW TOOK PLACE IN JUNE OF 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION REVIEW: UPON THE PRESIDENT'S RECOMMENDATION, THE COMPENSATION COMMITTEE OF THE BOARD, CONSISTING OF INDEPENDENT BOARD MEMBERS WITH NO CONFLICTS OF INTEREST AS DEFINED BY FEDERAL AND STATE REGULATIONS, REVIEWS COMPENSATION FOR OTHER UNIVERSITY OFFICERS. THIS REVIEW IS CONDUCTED USING RELEVANT COMPARABILITY DATA COMPILED BY AN INDEPENDENT COMPENSATION EXPERT. FOLLOWING THE REVIEW, THE COMMITTEE DETERMINES COMPENSATION, DOCUMENTS THE BASIS FOR ITS DECISION, AND MAINTAINS APPROPRIATE RECORDS. THE PRESIDENT THEN REPORTS THE COMMITTEE'S COMPENSATION DETERMINATION TO THE BOARD IN EXECUTIVE SESSION. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENT 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 VIII, Line 2f Other Program Service Revenue SALARY REIMBURSEMENTS FOR VISITING PROFESSORS - Total Revenue: 655685, Related or Exempt Function Revenue: 655685, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; JOURNAL SUBSCRIPTIONS - Total Revenue: 269384, Related or Exempt Function Revenue: 269384, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; EDUCATIONAL CONFERENCE FEES - Total Revenue: 238464, Related or Exempt Function Revenue: 238464, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; ALUMNI RELATIONS - Total Revenue: 698243, Related or Exempt Function Revenue: 698243, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; TELECOMM - Total Revenue: 506366, Related or Exempt Function Revenue: 506366, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; IRS EMPLOYEE RENTENTION CREDIT - Total Revenue: 1642677, Related or Exempt Function Revenue: 1642677, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; OTHER PROG. REV - Total Revenue: 376578, Related or Exempt Function Revenue: 376578, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF INTEREST RATE SWAP - 331555; NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST - 2257000; CHANGES IN POST RETIREMENT HEALTH BENEFIT OTHER THAN NET PERIODIC BENEFIT COST - -196000; CHANGE IN FAIR VALUE OF PERPETUAL TRUST - 400765; LONDON PGM EXP & CURRENCY ADJ - -3091318; CHANGE IN LONDON NET ASSETS - 228746; CHANGE IN LONDON CASH - -222557; GAIN ON REFUNDING OF DEBT - 1487714; FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION MISSION STATEMENT: THE MISSION OF THE UNIVERSITY FORDHAM UNIVERSITY, THE JESUIT UNIVERSITY OF NEW YORK, IS COMMITTED TO THE DISCOVERY OF WISDOM AND THE TRANSMISSION OF LEARNING, THROUGH RESEARCH AND THROUGH UNDERGRADUATE, GRADUATE, AND PROFESSIONAL EDUCATION OF THE HIGHEST QUALITY. GUIDED BY ITS CATHOLIC AND JESUIT TRADITIONS, FORDHAM FOSTERS THE INTELLECTUAL, SOCIAL, AND MORAL DEVELOPMENT OF ITS STUDENTS, PREPARING THEM FOR LEADERSHIP IN A GLOBAL SOCIETY. CHARACTERISTICS OF THE UNIVERSITY AS A UNIVERSITY - FORDHAM STRIVES FOR EXCELLENCE IN RESEARCH AND TEACHING, AND GUARANTEES THE FREEDOM OF INQUIRY REQUIRED FOR RIGOROUS THINKING AND THE QUEST FOR TRUTH. FORDHAM AFFIRMS THE VALUE OF A CORE CURRICULUM ROOTED IN THE LIBERAL ARTS AND SCIENCES. THE UNIVERSITY SEEKS TO FOSTER IN ALL ITS STUDENTS LIFE LONG HABITS OF CAREFUL OBSERVATION, CRITICAL THINKING, CREATIVITY, MORAL REFLECTION, AND ARTICULATE EXPRESSION. IN ORDER TO PREPARE CITIZENS FOR AN INCREASINGLY MULTICULTURAL ANDMULTINATIONAL SOCIETY, FORDHAM SEEKS TO DEVELOP IN ITS STUDENTS AN UNDERSTANDING OF AND REVERENCE FOR CULTURES AND WAYS OF LIFE OTHER THAN THEIR OWN. AS A CATHOLIC UNIVERSITY - FORDHAM AFFIRMS THE COMPLEMENTARY ROLES OF FAITH AND REASON IN THE PURSUIT OF WISDOM AND LEARNING. THE UNIVERSITY ENCOURAGES THE GROWTH OF A LIFE OF FAITH CONSONANT WITH MORAL AND INTELLECTUAL DEVELOPMENT. FORDHAM ENCOURAGES FACULTY TO DISCUSS AND PROMOTE AN UNDERSTANDING OF THE ETHICAL DIMENSION OF WHAT IS BEING STUDIED AND WHAT IS BEING TAUGHT. FORDHAM GIVES SPECIAL ATTENTION TO THE STUDY OF THE LIVING TRADITION OF CATHOLICISM, AND IT PROVIDES A PLACE WHERE RELIGIOUS TRADITIONS MAY INTERACT WITH EACH OTHER AND WITH CONTEMPORARY CULTURE. FORDHAM WELCOMES STUDENTS, FACULTY, AND STAFF OF ALL RELIGIOUS TRADITIONS AND OF NO RELIGIOUS TRADITION AS VALUED MEMBERS OF THIS COMMUNITY OF STUDY AND DIALOGUE. AS A JESUIT UNIVERSITY - FORDHAM DRAWS ITS INSPIRATION FROM THE DUAL HERITAGE OF CHRISTIAN HUMANISM AND IGNATIAN SPIRITUALITY, AND CONSEQUENTLY SEES ALL DISCIPLINES AS POTENTIAL PATHS TO GOD. FORDHAM RECOGNIZES THE DIGNITY AND UNIQUENESS OF EACH PERSON. A FORDHAM EDUCATION AT ALL LEVELS IS STUDENT-CENTERED, AND ATTENTIVE TO THE DEVELOPMENT OF THE WHOLE PERSON. SUCH AN EDUCATION IS BASED ON CLOSE COLLABORATION AMONG STUDENTS, FACULTY, AND STAFF. FORDHAM IS COMMITTED TO RESEARCH AND EDUCATION THAT ASSIST IN THE ADVANCEMENT OF KNOWLEDGE, THE ALLEVIATION OF POVERTY, THE PROMOTION OF JUSTICE, THE PROTECTION OF HUMAN RIGHTS, AND RESPECT FOR THE ENVIRONMENT. JESUIT EDUCATION IS COSMOPOLITAN EDUCATION. THEREFORE, EDUCATION AT FORDHAM IS INTERNATIONAL IN ITS SCOPE AND IN ITS ASPIRATIONS. THE WORLDWIDE NETWORK OF JESUIT UNIVERSITIES OFFERS FORDHAM FACULTY AND STUDENTS DISTINCTIVE OPPORTUNITIES FOR INTERNATIONAL EXCHANGE AND COLLABORATION. AS A UNIVERSITY IN NEW YORK CITY - AS HOME TO PEOPLE FROM ALL OVER THE GLOBE, AS A CENTER OF INTERNATIONAL BUSINESS, COMMUNICATION, DIPLOMACY, AND THE ARTS AND THE SCIENCES, NEW YORK CITY PROVIDES FORDHAM WITH A SPECIAL KIND OF CLASSROOM. ITS UNPARALLELED RESOURCES SHAPE AND ENHANCE FORDHAM'S PROFESSIONAL AND UNDERGRADUATE PROGRAMS. FORDHAM IS PRIVILEGED TO SHARE A HISTORY AND A DESTINY WITH NEW YORK CITY. THE UNIVERSITY RECOGNIZES ITS DEBT OF GRATITUDE TO THE CITY AND ITS OWN RESPONSIBILITY TO SHARE ITS GIFTS FOR THE ENRICHMENT OF OUR CITY OUR NATION AND OUR WORLD. STRATEGIC PLANNING: IN 2021, THE UNIVERSITY INITIATED A 5-YEAR PLAN, "EDUCATING FOR JUSTICE: FORDHAM UNIVERSITY'S VISION AND STRATEGIC PLAN, 2021-2026," WHICH REPLACED THE CONTINUOUS UNIVERSITY STRATEGIC PLANNING (CUSP) PROCESS (2015-2021). EDUCATING FOR JUSTICE RE-ENVISIONS FORDHAM'S DYNAMIC MISSION - A MISSION ROOTED IN ITS 183-YEAR HISTORY-FOR THE POST-PANDEMIC WORLD OF THE MID-TWENTY-FIRST CENTURY. THE PLAN CHARTS A PATH FOR THE UNIVERSITY TO BECOME EVER MORE FULLY ITSELF THROUGH MISSION-DRIVEN INNOVATION. THE PLAN'S THREE GOALS ARE: EDUCATE STUDENTS AS GLOBAL CITIZENS AND TRANSFORMATIVE LEADERS FOR JUSTICE IN THE INNOVATION AGE; EXCEL ACROSS THE NATURAL AND APPLIED SCIENCES AND ALLIED FIELDS TO PROMOTE SOCIAL CHANGE AND EQUITY; AND, CULTIVATE A DIVERSE, EQUITABLE, INCLUSIVE, CARING, AND CONNECTED COMMUNITY THAT PROMOTES EACH MEMBER'S DEVELOPMENT AS A WHOLE PERSON. FORDHAM AIRVANA HOLDINGS LLC 888 SEVENTH AVE 7TH FLOOR NEW YORK NY 10019 131740451 HOLDING CO. NY 0 0 FORDHAM U FORDHAM WATERFRONT HOLDINGS LLC 3341 COUNTRY CLUB ROAD BRONX NY 10465 HOLDING CO. 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