FORDHAM UNIVERSITY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FORDHAM UNIVERSITY (EIN 13-1740451)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202141309349301729
- Schema version
- 2019v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T14:37:29-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fordham University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS MILOWSKI | InCareOfNm |
| Business Name Control | FORD | BusinessNameControlTxt |
| Phone | 7188171000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 E Fordham Road FMH 512 | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104585170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA K HIRST | PersonNm |
| Person Title | VP Fin./Asst. Treas. | PersonTitleTxt |
| Phone | 7188171000 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARILYN FARLEY | PreparerPersonNm |
| PTIN | P01231880 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH M MCSHANE SJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 E FORDHAM ROAD | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104585170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,385,157,429 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORDHAM.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1841 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 8014 | TotalEmployeeCnt |
| Total Volunteers | 2077 | TotalVolunteersCnt |
| Total Gross UBI | -$5,133,832 | TotalGrossUBIAmt |
| PY Contributions Grants | $91,653,725 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,632,861 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $810,596,662 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $829,461,945 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,413,351 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,878,832 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$134,936 | PYOtherRevenueAmt |
| CY Other Revenue | $80,390 | CYOtherRevenueAmt |
| PY Total Revenue | $933,528,802 | PYTotalRevenueAmt |
| CY Total Revenue | $936,054,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $236,791,225 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $257,998,998 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $386,797,870 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $405,486,543 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $413,761 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $384,756 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,666,428 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $249,643,757 | PYOtherExpensesAmt |
| CY Other Expenses | $256,017,529 | CYOtherExpensesAmt |
| PY Total Expenses | $873,646,613 | PYTotalExpensesAmt |
| CY Total Expenses | $919,887,826 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $59,882,189 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,166,202 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,011,382,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,146,125,008 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $630,966,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $786,584,643 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,380,415,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,359,540,365 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $734,698,690 | ExpenseAmt |
| Grant | $257,998,998 | GrantAmt |
| Revenue | $757,284,772 | RevenueAmt |
| Desc | 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 9,800 UNDERGRADUATE STUDENTS AND 7,200 GRADUATE AND PROFESSIONAL STUDENTS. FOR MORE INFORMATION, SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,934,196 | ExpenseAmt |
| Revenue | $72,177,173 | RevenueAmt |
| Desc | STUDENT HOUSING & FOOD SERVICES THE UNIVERSITY PROVIDES VARIOUS SERVICES FOR THE BENEFIT OF ITS STUDENTS, FACULTY AND STAFF AND IN SUPPORT OF EDUCATIONAL ACTIVITIES. FOR MORE INFORMATION ON CURRENT YEAR ACTIVITY RELATED TO STUDENT HOUSING AND FOOD SERVICES, SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $829,632,886 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 819 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8014 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS MILOWSKI | PersonNm |
| Phone | 7188171000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FORDHAM UNIVERSITY 441 E FORDHAM R | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| DONNA RAPPACCIOLI | |||||||||
| DEAN | 35.0 | 0.0 | Yes (X) | $657,570 | $0 | $67,700 | |||
| JEFFREY M NEUBAUER | |||||||||
| MEN'S BASKETBALL COACH | 35.0 | 0.0 | Yes (X) | $633,475 | $0 | $67,925 | |||
| MARTHA K HIRST | |||||||||
| SR VP, CFO & TREASURER | 35.0 | 0.0 | $577,281 | $0 | $22,137 | Yes (X) | |||
| ELAINE CROSSON | |||||||||
| FMR. GEN COUNSEL (END 8/19) | 35.0 | 0.0 | Yes (X) | $544,646 | $0 | $23,747 | |||
| MATTHEW DILLER | |||||||||
| DEAN | 35.0 | 0.0 | Yes (X) | $498,107 | $0 | $67,283 | |||
| THOMAS A DUNNE | |||||||||
| FMR. VP FOR ADMIN (END 6/19) | 35.0 | 0.0 | $497,421 | $0 | $59,126 | Yes (X) | |||
| PETER STACE | |||||||||
| SVP FOR ENROLLMENT & STRATEGY | 35.0 | 0.0 | $506,405 | $0 | $47,764 | Yes (X) | |||
| IFTEKHAR HASAN | |||||||||
| PROFESSOR | 35.0 | 0.0 | Yes (X) | $469,498 | $0 | $67,284 | |||
| ROGER MILICI | |||||||||
| VP FOR DEV AND UNIV RELATIONS | 35.0 | 0.0 | $420,575 | $0 | $83,848 | Yes (X) | |||
| JEFFREY GRAY | |||||||||
| SVP OF STUDENT AFFAIRS | 35.0 | 0.0 | $397,016 | $0 | $67,763 | Yes (X) | |||
| FRANK SIMIO | |||||||||
| VP FOR LINCOLN CENTER | 35.0 | 0.0 | $392,793 | $0 | $68,315 | Yes (X) | |||
| JONATHAN CRYSTAL | |||||||||
| FMR. INTERIM PROVOST | 35.0 | 0.0 | $381,387 | $0 | $71,224 | Yes (X) | |||
| MARCO VALERA | |||||||||
| VP FOR ADMINISTRATION | 35.0 | 0.0 | $405,493 | $0 | $31,715 | Yes (X) | |||
| NICHOLAS MILOWSKI | |||||||||
| VP FOR FINANCE & ASST TREAS | 35.0 | 0.0 | $352,666 | $0 | $70,625 | Yes (X) | |||
| KAY TURNER | |||||||||
| VP FOR HUMAN RESOURCES | 35.0 | 0.0 | $301,928 | $0 | $70,093 | Yes (X) | |||
| DENNIS C JACOBS | |||||||||
| PROVOST & SVP ACADEMIC AFFAIRS | 35.0 | 0.0 | $327,555 | $0 | $36,520 | Yes (X) | |||
| BRIAN BYRNE | |||||||||
| FMR. VP LINCOLN CTR (END 7/18) | 0.0 | 0.0 | $352,621 | $0 | $1,258 | Yes (X) | |||
| MARGARET BALL | |||||||||
| GENERAL COUNSEL & SECR OF UNIV | 35.0 | 0.0 | $291,828 | $0 | $45,360 | Yes (X) | |||
| JOHN BUCKLEY | |||||||||
| VP FOR ADM & STUDENT FIN SRVC | 35.0 | 0.0 | $242,580 | $0 | $66,841 | Yes (X) | |||
| FRANK SIRIANNI | |||||||||
| FMR. VP/CIO | 35.0 | 0.0 | $180,878 | $0 | $0 | Yes (X) | |||
| JOSEPH M MCSHANE SJ | |||||||||
| PRESIDENT & TRUSTEE | 35.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| CAROLYN ALBSTEIN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DONALD ALMEIDA | |||||||||
| TRUSTEE & VICE CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| SALLY J BELLET | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DARRYL EMERSON BROWN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES E BUCKMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| VINCENT R CAPPUCCI | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DONNA M CARROLL | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANTHONY P CARTER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GREGORY C CHISHOLM SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CAROLYN DURSI CUNNIFFE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT D DALEO | |||||||||
| TRUSTEE & CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| CAROLYN N DOLAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL J DOWLING | |||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER F FITZMAURICE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES P FLAHERTY | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| NORA GROSE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PATRICIA HELLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANDREW J HINTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES J HOULIHAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ALEXIS KLEMISH | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARYANNE R LAVAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN L LUMELLEAU | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BRIAN W MACLEAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| J THOMAS MCCLAIN SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SYLVESTER MCCLEARN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| HENRY S MILLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES J MIRACKY SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KEVIN O'BRIEN SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH O'KEEFE SJ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| VALERIE RAINFORD | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GUALBERTO RODRIQUEZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JAMES S ROWEN END 520 | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN CONLEY SALICE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JORGE B SAN MIGUEL | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| EILEEN FITZGERALD SUDLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MARY ANN SULLIVAN | |||||||||
| TRUSTEE & VICE CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| DARIO WERTHEIN | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN M ZIZZO | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL C MCCARTHY SJ | |||||||||
| VP MISSION INTERGA & PLANNING | 35.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,431,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,036,528 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 889 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARAMARK SERVICES INC | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | FOOD SERVICE | $23,438,090 |
| 2U INC | |||||
| 7900 HARKINS ROAD | LANHAM | MD | 20706 | ONLINE EDUCATION | $8,982,686 |
| SUMMIT SECURITY SERVICES | |||||
| 390 REXCORP PLAZA/LOBBY LEVEL | UNIONDALE | NY | 11553 | SECURITY SERVICE | $7,603,654 |
| CALDWELL WALSH BUILDING CONSTRUCT | |||||
| 60 EAST 42ND STREET SUITE 601 | NEW YORK | NY | 10165 | CONSTRUCTION | $4,003,026 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | INSTRUCTION | $3,210,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 272 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $2,835,655 | FundraisingAmt |
| Government Grants | $19,227,032 | GovernmentGrantsAmt |
| All Other Contributions | $50,570,174 | AllOtherContributionsAmt |
| Noncash Contributions | $6,805,028 | NoncashContributionsAmt |
| Total Contributions | $72,632,861 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION AND FEES | 611600 | $749,323,864 | $749,323,864 | |
| STUDENT HOUSING & FOOD SERVICES | 611710 | $72,180,639 | $71,265,881 | $914,758 |
| ATHLETIC AND SUMMER PROGRAMS | 611710 | $4,112,036 | $4,112,036 | |
| FEES FOR EDUCATIONAL SERVICES | 611600 | $1,586,238 | $1,586,238 | |
| FACILITIES RENTAL | 611710 | $733,707 | $733,707 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,525,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,525,461 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $829,461,945 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,885,735 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,317,586 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,203,321 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,317,905 | TotalRevenueColumnAmt |
| Exclusion | $1,317,905 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,585 | TotalRevenueColumnAmt |
| Exclusion | $258,585 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $236,078 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $236,078 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,078 | TotalRevenueColumnAmt |
| Exclusion | $236,078 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $472,837,708 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $448,162,516 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,675,192 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,675,192 | TotalRevenueColumnAmt |
| Exclusion | $24,675,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $342,858 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,835,655 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $940,885 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$598,027 | TotalRevenueColumnAmt |
| Exclusion | -$598,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| PARKING INCOME - OPEN TO PUBLIC | 812930 | $157,180 | $157,180 |
| TRAVEL TOURS | 561500 | $26,574 | $26,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $183,754 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $936,054,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $828,547,187 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$5,133,832 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,007,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,727 | TotalAmt |
| Program Services | $191,727 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,762,887 | TotalAmt |
| Program Services | $257,762,887 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,384 | TotalAmt |
| Program Services | $44,384 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,391,774 | TotalAmt |
| Program Services | $2,523,624 | ProgramServicesAmt |
| Management And General | $2,338,286 | ManagementAndGeneralAmt |
| Fundraising | $529,864 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,399,552 | TotalAmt |
| Program Services | $255,499,505 | ProgramServicesAmt |
| Management And General | $28,042,228 | ManagementAndGeneralAmt |
| Fundraising | $7,857,819 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,876,801 | TotalAmt |
| Program Services | $19,125,837 | ProgramServicesAmt |
| Management And General | $1,427,587 | ManagementAndGeneralAmt |
| Fundraising | $323,377 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,822,236 | TotalAmt |
| Program Services | $53,334,726 | ProgramServicesAmt |
| Management And General | $10,147,956 | ManagementAndGeneralAmt |
| Fundraising | $3,339,554 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,996,180 | TotalAmt |
| Program Services | $19,235,204 | ProgramServicesAmt |
| Management And General | $1,435,750 | ManagementAndGeneralAmt |
| Fundraising | $325,226 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,484 | TotalAmt |
| Management And General | $957,484 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,405 | TotalAmt |
| Management And General | $354,405 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,690 | TotalAmt |
| Management And General | $52,690 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,756 | TotalAmt |
| Fundraising | $384,756 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,484,111 | TotalAmt |
| Management And General | $7,484,111 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,909,903 | TotalAmt |
| Program Services | $12,599,445 | ProgramServicesAmt |
| Management And General | $288,826 | ManagementAndGeneralAmt |
| Fundraising | $21,632 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,538,545 | TotalAmt |
| Program Services | $5,920,181 | ProgramServicesAmt |
| Management And General | $249,614 | ManagementAndGeneralAmt |
| Fundraising | $368,750 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,962,181 | TotalAmt |
| Program Services | $8,895,823 | ProgramServicesAmt |
| Management And General | $905,678 | ManagementAndGeneralAmt |
| Fundraising | $160,680 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,008,476 | TotalAmt |
| Program Services | $7,958,615 | ProgramServicesAmt |
| Management And General | $4,005,896 | ManagementAndGeneralAmt |
| Fundraising | $43,965 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,987 | TotalAmt |
| Program Services | $53,269 | ProgramServicesAmt |
| Management And General | $15,718 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,330,002 | TotalAmt |
| Program Services | $46,271,620 | ProgramServicesAmt |
| Management And General | $6,283,063 | ManagementAndGeneralAmt |
| Fundraising | $775,319 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,968,656 | TotalAmt |
| Program Services | $7,333,334 | ProgramServicesAmt |
| Management And General | $384,441 | ManagementAndGeneralAmt |
| Fundraising | $250,881 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,536,132 | TotalAmt |
| Program Services | $8,340,999 | ProgramServicesAmt |
| Management And General | $818,980 | ManagementAndGeneralAmt |
| Fundraising | $376,153 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,896,032 | TotalAmt |
| Program Services | $14,794,495 | ProgramServicesAmt |
| Management And General | $101,537 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,418,923 | TotalAmt |
| Program Services | $52,900,879 | ProgramServicesAmt |
| Management And General | $4,089,361 | ManagementAndGeneralAmt |
| Fundraising | $1,428,683 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,091,925 | TotalAmt |
| Program Services | $1,281,243 | ProgramServicesAmt |
| Management And General | $1,808,483 | ManagementAndGeneralAmt |
| Fundraising | $2,199 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STUDENT MEAL COSTS | $13,798,220 | $13,798,220 |
| ONLINE LEARN - 3RD PTY PMT | $19,434,297 | $19,434,297 |
| STUDENT EXCHANGE COSTS | $6,289,668 | $6,289,668 |
| LIBRARY MATERIALS | $2,818,574 | $2,818,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,098,318 | TotalAmt |
| Program Services | $13,224,330 | ProgramServicesAmt |
| Management And General | $2,396,418 | ManagementAndGeneralAmt |
| Fundraising | $477,570 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,887,826 | TotalAmt |
| Program Services | $829,632,886 | ProgramServicesAmt |
| Management And General | $73,588,512 | ManagementAndGeneralAmt |
| Fundraising | $16,666,428 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,263,934 | BOYAmt |
| EOY | $22,098,543 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,464,898 | BOYAmt |
| EOY | $83,538,664 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,254,812 | BOYAmt |
| EOY | $70,286,722 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,559,048 | BOYAmt |
| EOY | $13,000,679 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,851,429 | BOYAmt |
| EOY | $7,630,033 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,358 | BOYAmt |
| EOY | $780,704 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,973,989 | BOYAmt |
| EOY | $4,888,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,701,603,335 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $645,402,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,637,413 | BOYAmt |
| EOY | $1,056,201,047 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,067,810 | BOYAmt |
| EOY | $56,055,024 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,664,827 | BOYAmt |
| EOY | $682,165,883 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,584,754 | BOYAmt |
| EOY | $149,479,610 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,011,382,272 | BOYAmt |
| EOY | $2,146,125,008 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,531,240 | BOYAmt |
| EOY | $96,382,430 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,709,537 | BOYAmt |
| EOY | $52,397,497 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,577,649 | BOYAmt |
| EOY | $552,466,260 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,316,186 | BOYAmt |
| EOY | $3,092,566 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,831,997 | BOYAmt |
| EOY | $82,245,890 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,966,609 | BOYAmt |
| EOY | $786,584,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,743,609 | BOYAmt |
| EOY | $665,570,238 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,672,054 | BOYAmt |
| EOY | $693,970,127 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380,415,663 | BOYAmt |
| EOY | $1,359,540,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,011,382,272 | BOYAmt |
| EOY | $2,146,125,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,166,202 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$30,148,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,893,328 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,871,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,280,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,470,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,653,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,632,861 | CurrentTaxYearAmt |
| Total | $390,908,619 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,871,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,280,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,470,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,653,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,632,861 | CurrentTaxYearAmt |
| Total | $390,908,619 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,673,205 | SubstantialContributorsTotAmt |
| Public Support Total170 | $377,235,414 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,978,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,594,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,041,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,272,554 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,698,303 | CurrentTaxYearAmt |
| Total | $45,585,470 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,322,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,460,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,449,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,279,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $914,758 | CurrentTaxYearAmt |
| Total | $6,425,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $442,919,677 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,923,354,278 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME: LINE 10 INCLUDES OTHER PROGRAM REVENUE EXCLUDED FROM UNRELATED BUSINESS TAXABLE INCOME. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $14,885 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $22,383 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $4,110 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $65,912 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $107,290 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART II-B, LINE 1 | 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. |
| LINE 1I | 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 2020 (AND THE PORTIONS OF WHICH WERE ATTRIBUTED TO LOBBYING ACTIVITIES) WERE AS FOLLOWS: THE COMMISSION OF INDEPENDENT COLLEGES AND UNIVERSITIES $97,351 ($6,084) ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES $93,223 ($3,962) NATIONAL ASSOC. OF INDEPENDENT COLLEGES & UNIVERSITIES $16,950 ($1,390) AMERICAN COUNCIL ON EDUCATION $13,916 ($861) NATIONAL HUMANITIES ALLIANCE $2,750 ($825) ASSOCIATION OF GOVERNING BOARDS $9,945 ($99) LOBBYING ACTIVITIES DO NOT CONSTITUTE A SUBSTANTIAL PORTION OF FORDHAM'S ACTIVITIES. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $475,000 | RevenuesIncludedAmt |
| Assets Included | $5,379,410 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $733,516,335 | BeginningYearBalanceAmt |
| Contributions | $16,343,516 | ContributionsAmt |
| Investment Earnings Or Losses | $2,276,483 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,053,700 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,823,983 | OtherExpendituresAmt |
| Administrative Expenses | $7,484,111 | AdministrativeExpensesAmt |
| End Year Balance | $712,774,540 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $729,179,329 | BeginningYearBalanceAmt |
| Contributions | $17,425,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,248,865 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,408,657 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,414,662 | OtherExpendituresAmt |
| Administrative Expenses | $6,513,540 | AdministrativeExpensesAmt |
| End Year Balance | $733,516,335 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $691,077,330 | BeginningYearBalanceAmt |
| Contributions | $23,836,007 | ContributionsAmt |
| Investment Earnings Or Losses | $51,431,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,897,356 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,522,652 | OtherExpendituresAmt |
| Administrative Expenses | $6,745,735 | AdministrativeExpensesAmt |
| End Year Balance | $729,179,329 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $622,086,306 | BeginningYearBalanceAmt |
| Contributions | $9,202,025 | ContributionsAmt |
| Investment Earnings Or Losses | $92,820,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,699,974 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,715,781 | OtherExpendituresAmt |
| Administrative Expenses | $5,615,246 | AdministrativeExpensesAmt |
| End Year Balance | $691,077,330 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $665,532,326 | BeginningYearBalanceAmt |
| Contributions | $18,161,977 | ContributionsAmt |
| Investment Earnings Or Losses | -$27,474,815 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,423,562 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,426,435 | OtherExpendituresAmt |
| Administrative Expenses | $4,283,185 | AdministrativeExpensesAmt |
| End Year Balance | $622,086,306 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,607,245 | OtherCostOrOtherBasisAmt |
| Book Value | $14,607,245 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,245,754,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $408,175,039 | DepreciationAmt |
| Book Value | $837,579,471 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,292,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,114,697 | DepreciationAmt |
| Book Value | $177,841 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $321,275,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,487,115 | DepreciationAmt |
| Book Value | $102,788,207 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,673,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,625,437 | DepreciationAmt |
| Book Value | $101,048,283 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,056,201,047 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NONPUBLIC EQUITY FUNDS | $181,934,167 | F |
| HEDGE FUNDS | $211,859,496 | F |
| PRIVATE CAPITAL FUNDS | $286,425,119 | F |
| OTHER | $1,947,101 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $682,165,883 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS WITH BOND TRUSTEES | $132,892,216 |
| EQUITY OWNERSHIP IN RESIDENCE | $500,000 |
| PERPETUAL TRUST | $7,165,220 |
| CHARITABLE REMAINDER TRUST | $8,922,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $149,479,610 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| POST-RETIREMENT BENEFIT OBLIGA | $72,854,000 |
| U.S. GOVT REFUNDABLE ADVANCES | $3,796,407 |
| AMOUNTS HELD ON BEHALF OF OTHE | $3,916,268 |
| CAPITALIZED LEASE OBLIGATION | $1,679,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $82,245,890 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $639,481,518 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$30,148,172 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$259,881,112 | OtherRevenueAmt |
| Revenue Not Reported | -$290,029,284 | RevenueNotReportedAmt |
| Revenue Subtotal | $929,510,802 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,484,111 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$940,885 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,543,226 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $936,054,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $660,059,832 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,247,155 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,247,155 | ExpensesNotReportedAmt |
| Expenses Subtotal | $656,812,677 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,484,111 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $255,591,038 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $263,075,149 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $919,887,826 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | 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 260 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 4 | 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 | INCOME 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 EVALUATION OF ITS TAX OBLIGATIONS, IT RECORDED A DEFERRED TAX ASSET TO REFLECT THE FACT THAT NET OPERATING LOSS CARRYFORWARDS ON CERTAIN OF ITS INVESTMENTS WILL LIKELY BE DEDUCTIBLE AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET TOTALED $1,151,527 AND $2,810,304 AT JUNE 30, 2020 AND 2019, RESPECTIVELY, AND IS INCLUDED IN OTHER ASSETS. |
| SCHEDULE D, PARTS XI and XII | RECONCILIATION OF REVENUE & EXPENSE PER AUDITED FINANCIAL STATEMENTS & FORM 990 SCHEDULE D, PARTS XI, LINE 2D OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF PERPETUAL TRUST (507,040) CHANGE IN FAIR VALUE OF INTEREST RATE SWAP (2,671,257) FINANCIAL AID AWARDS (255,587,572) CHANGE IN POST RETIREMENT HEALTH BENEFIT OPTIONS OTHER THAN NET PERIODIC COSTS 2,804,000 NET PERIODIC BENEFIT COSTS OTHER THAN SERVICE COSTS (2,257,000) DEFERRED TAX BENEFIT (1,658,777) TRAVEL TOUR EXPENSE (3,466) ------------- TOTAL (259,881,112) |
| SCHEDULE D, PART XI, LINE 4B | OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES (940,885) |
| SCHEDULE D, PART XII, LINE 2D | OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 940,885 LONDON PGM EXP & CURRENCY ADJ 2,306,270 ------------- TOTAL 3,247,155 |
| SCHEDULE D, PART XII, LINE 4B | OTHER ADJUSTMENTS: FINANCIAL AID AWARDS 255,587,572 TRAVEL TOUR EXPENSE 3,466 ------------- TOTAL 255,591,038 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | 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 6A | 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, AND VARIOUS OTHER FEDERAL, NEW YORK STATE AND NEW YORK CITY AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 2 | 73 | Program Services | INTERNATIONAL STUDIES | $8,423,959 |
| Europe (Including Iceland and Greenland) | 6 | Program Services | LAW SCHOOL | $53,539 | |
| East Asia and the Pacific | 4 | Program Services | INTERNATIONAL STUDIES | $1,013,705 | |
| Sub-Saharan Africa | 3 | Program Services | LAW SCHOOL | $25,516 | |
| Sub-Saharan Africa | Program Services | INTERNATIONAL STUDIES | $226,670 | ||
| East Asia and the Pacific | Grantmaking | $44,384 | |||
| Central America and the Caribbean | Investments | $291,448,441 | |||
| Europe (Including Iceland and Greenland) | Investments | $56,736,492 | |||
| North America | Investments | $2,515,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 86 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Subtotal Spent | $360,487,990 | SubtotalSpentAmt |
| Total Spent | $360,487,990 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Purpose Of Grant | PUBLIC SERVICE | PurposeOfGrantTxt |
| Cash Grant | $44,384 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | 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 THE REQUIREMENTS ON THE PRIMARY GRANTING 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 GRANTS 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, COLUMN (F) | METHOD OF ACCOUNTING: EXPENSES ARE REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING, CONSISTENT WITH FORDHAM UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO NOEL LEVITZ LLC | PersonNm |
| Activity | PROF. FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $426,185 | GrossReceiptsAmt |
| Retained By Contractor | $384,756 | RetainedByContractorAmt |
| Net To Organization | $41,429 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $426,185 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $384,756 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $41,429 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOUNDERS DINNER | Event1Nm |
| Gross Receipts Event1 | $2,073,163 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,073,163 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $19,650 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $128,216 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $370,639 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $453,672 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $147,095 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $306,577 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,682 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $302,913 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,134 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $36,585 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $651,678 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $615,397 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $36,281 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $534 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $56,022 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $20,510 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,178,513 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,835,655 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $342,858 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $23,866 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $487,151 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,134 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $427,734 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $940,885 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$598,027 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (III) | FormAndLineReferenceDesc |
| Explanation | 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. RUFFALO NOEL LEVITZ, LLC'S CORPORATE HEADQUARTERS ARE LOCATED AT 1025 KIRKWOOD PARKWAY SW, CEDAR RAPIDS, IA 52404. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW YORK UNIVERSITY | ||||||||
| 105 E 17TH STREET | NEW YORK | NY | 10003 | 135562308 | 501(C)(3) | $6,702 | RESEARCH | |
| CHILD MIND INSTITUTE INC | ||||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | 800478843 | 501(C)(3) | $41,163 | RESEARCH | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST ST | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $5,534 | RESEARCH | MC8741 |
| MOUNT SINAI SCHOOL OF MEDICINE | ||||||||
| ONE GUSTAVE L LEVY | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $20,019 | RESEARCH | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 79TH ST CENTRAL PARK | NEW YORK | NY | 10024 | 136162659 | 501(C)(3) | $12,301 | RESEARCH | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DR DEPT 934 | LA JOLLA | CA | 92093 | 946002123 | GOV'T | $21,211 | RESEARCH | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | ||||||||
| 179 ASHLEY AVENUE | CHARLESTON | SC | 29425 | 576028985 | 501(C)(3) | $16,903 | RESEARCH | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVENUE | HAVERFORD | PA | 19041 | 206002304 | 501(C)(3) | $50,484 | RESEARCH | |
| SHAKER MUSEUM AND LIBRARY | ||||||||
| 202 SHAKER ROAD | MOUNT LEBANON | NY | 12125 | 141364601 | 501(C)(3) | $6,318 | RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| STUDENT SCHOLARSHIPS | 17131 | $255,587,572 | N/A | N/A |
| COVID-19 ASSISTANCE TO STUDENTS | 2139 | $2,175,315 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2 | 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 OR 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 INSURING THE FUNDS ARE USED AS INTENDED. |
| SCHEDULE I, PART III, LINE 2 | THE UNITED STATES CONGRESS PASSED THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT ON MARCH 27, 2020. THE UNIVERSITY WAS AWARDED $8,147,184 THROUGH THE CARES ACT AND, IN FY2020, EXPENDED $2,175,315 OF THE AWARD FOR COVID-19 ASSISTANCE TO STUDENTS, AND $2,175,315 TO MITIGATE A PORTION OF THE FINANCIAL LOSSES INCURRED BY THE UNIVERSITY FOR THE NUMEROUS HEALTH AND SAFETY MEASURES TAKEN. THE BALANCE OF THE AWARD WILL BE UTILIZED IN SIMILAR WAYS DURING THE NEXT FISCAL YEAR. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET BALL | ||||||||||||||
| GENERAL COUNSEL & SECR OF UNIV | $288,531 | $3,297 | $30,800 | $0 | $14,560 | $0 | $337,188 | $0 | $0 | $0 | ||||
| JOHN BUCKLEY | ||||||||||||||
| VP FOR ADM & STUDENT FIN SRVC | $238,945 | $3,635 | $27,290 | $0 | $39,551 | $0 | $309,421 | $0 | $0 | $0 | ||||
| BRIAN BYRNE | ||||||||||||||
| FMR. VP LINCOLN CTR (END 7/18) | $352,621 | $0 | $0 | $1,258 | $0 | $353,879 | $0 | $0 | $0 | |||||
| ELAINE CROSSON | ||||||||||||||
| FMR. GEN COUNSEL (END 8/19) | $206,478 | $338,168 | $21,425 | $0 | $2,322 | $0 | $568,393 | $0 | $0 | $0 | $0 | |||
| JONATHAN CRYSTAL | ||||||||||||||
| FMR. INTERIM PROVOST | $380,470 | $917 | $30,800 | $0 | $40,424 | $0 | $452,611 | $0 | $0 | $0 | ||||
| MATTHEW DILLER | ||||||||||||||
| DEAN | $494,066 | $4,041 | $30,800 | $0 | $36,483 | $0 | $565,390 | $0 | $0 | $0 | ||||
| THOMAS A DUNNE | ||||||||||||||
| FMR. VP FOR ADMIN (END 6/19) | $215,090 | $282,331 | $24,146 | $0 | $34,980 | $0 | $556,547 | $0 | $0 | $0 | ||||
| JEFFREY GRAY | ||||||||||||||
| SVP OF STUDENT AFFAIRS | $369,615 | $27,401 | $30,800 | $0 | $36,963 | $0 | $464,779 | $0 | $0 | $0 | ||||
| IFTEKHAR HASAN | ||||||||||||||
| PROFESSOR | $467,020 | $2,478 | $30,800 | $0 | $36,484 | $0 | $536,782 | $0 | $0 | $0 | ||||
| MARTHA K HIRST | ||||||||||||||
| SR VP, CFO & TREASURER | $570,947 | $6,334 | $21,355 | $0 | $782 | $0 | $599,418 | $0 | $0 | $0 | ||||
| DENNIS C JACOBS | ||||||||||||||
| PROVOST & SVP ACADEMIC AFFAIRS | $277,300 | $50,255 | $16,954 | $0 | $19,566 | $0 | $364,075 | $0 | $0 | $0 | ||||
| ROGER MILICI | ||||||||||||||
| VP FOR DEV AND UNIV RELATIONS | $418,420 | $2,155 | $30,800 | $0 | $53,048 | $0 | $504,423 | $0 | $0 | $0 | ||||
| NICHOLAS MILOWSKI | ||||||||||||||
| VP FOR FINANCE & ASST TREAS | $344,016 | $8,650 | $30,800 | $0 | $39,825 | $0 | $423,291 | $0 | $0 | $0 | ||||
| JEFFREY M NEUBAUER | ||||||||||||||
| MEN'S BASKETBALL COACH | $574,961 | $8,514 | $30,800 | $0 | $37,125 | $0 | $701,400 | $0 | $0 | $0 | $50,000 | |||
| DONNA RAPPACCIOLI | ||||||||||||||
| DEAN | $654,790 | $2,780 | $30,800 | $0 | $36,900 | $0 | $725,270 | $0 | $0 | $0 | ||||
| FRANK SIMIO | ||||||||||||||
| VP FOR LINCOLN CENTER | $389,558 | $3,235 | $30,800 | $0 | $37,515 | $0 | $461,108 | $0 | $0 | $0 | ||||
| FRANK SIRIANNI | ||||||||||||||
| FMR. VP/CIO | $0 | $180,878 | $0 | $0 | $0 | $0 | $180,878 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| PETER STACE | ||||||||||||||
| SVP FOR ENROLLMENT & STRATEGY | $497,951 | $8,454 | $30,800 | $0 | $16,964 | $0 | $554,169 | $0 | $0 | $0 | ||||
| KAY TURNER | ||||||||||||||
| VP FOR HUMAN RESOURCES | $298,126 | $2,207 | $30,800 | $0 | $39,293 | $0 | $372,021 | $0 | $0 | $0 | $1,595 | |||
| MARCO VALERA | ||||||||||||||
| VP FOR ADMINISTRATION | $394,873 | $10,620 | $30,800 | $0 | $915 | $0 | $437,208 | $0 | $0 | $0 | ||||
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I | FORDHAM UNIVERSITY'S PRESIDENT, JOSEPH M. MCSHANE S.J. AND VP FOR MISSION INTEGRATION & PLANNING, MICHAEL 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 2019 TOTALED $3,815,724. |
| SCHEDULE J, PART I, LINE 1A | 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, CERTAIN TEAMS UTILIZE CHARTER TRAVEL. THE MEN'S BASKETBALL COACH FLIES WITH THE ATHLETIC TEAMS AS PART OF HIS RESPONSIBILITIES AS AN EMPLOYEE OF FORDHAM UNIVERSITY. THE VALUE OF TRAVEL WAS NOT INCLUDED IN TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: HOUSING WAS PROVIDED TO MICHAEL MCCARTHY S.J., VP FOR MISSION INTEGRATION & 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 TO HIM 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). IN ADDITION, TAXABLE REIMBURSED MOVING EXPENSES PAID TO PROVOST ARE INCLUDED IN OTHER REPORTABLE COMPENSATION. TAX INDEMNIFICATIONS AND GROSS-UP PAYMENTS: TAX INDEMNIFICATIONS AND GROSS-UP PAYMENTS ARE TREATED AS TAXABLE COMPENSATION TO THE INTERESTED PERSONS AT TIME OF PAYMENT. FROM TIME TO TIME, GIFT CARDS ARE GIVEN FOR EXTRAORDINARY SERVICES. THE UNIVERSITY GROSSED UP THE AMOUNT OF ANY GIFT CARD AND APPLICABLE TAXES THAT WERE WITHHELD FROM EMPLOYEES' PAY. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENTS: DURING THE YEAR ENDED JUNE 30, 2018, THE UNIVERSITY EXTENDED A VOLUNTARY SEPARATION OFFER (VSO) TO ELIGIBLE ADMINISTRATORS. THE VSO PROVIDES FOR SEPARATION ALLOWANCES COMPRISING SALARY (BASED ON LENGTH OF SERVICE) AND FRINGE BENEFITS, PRINCIPALLY MEDICAL COVERAGE AND TUITION REMISSION. THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS UNDER THE UNIVERSITY'S VOLUNTARY SEPARATION OFFER FROM JANUARY 1, 2019 TO DECEMBER 31, 2019: BRIAN BYRNE - $340,198 THOMAS A DUNNE - $203,247 FRANK SIRIANNI - $180,878 THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III). ELAINE CROSSON, THE UNIVERSITY'S FORMER LEGAL COUNSEL, SEPARATED FROM THE UNIVERSITY IN AUGUST 2019 AND IS ENTITLED TO PAYMENTS PURSUANT TO A SEPARATION AGREEMENT PROVIDING FOR CERTAIN SEVERANCE PAY. FROM HER SEPARATION DATE THROUGH DECEMBER 31, 2019, THE UNIVERSITY MADE PAYMENTS IN CONNECTION WITH THIS AGREEMENT TOTALING $322,829 LESS APPLICABLE WITHHOLDING TAXES AND DEDUCTIONS, AND WHICH ARE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES PAYOUTS FOR ACCRUED VACATION TIME FOR INDIVIDUALS LISTED ABOVE. |
| SCHEDULE J, PART I, LINE 7 | NON-FIXED PAYMENTS ONE OFFICER RECEIVED A DISCRETIONARY BONUS PAYMENT DURING CALENDAR YEAR 2019, AS REPORTED IN PART II, COLUMN (B)(ii). |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DASNY SERIES 2008A | ||||||||
| A | 146000293 | 649903C33 | 2008-05-21 | $96,895,000 | REFUNDING 2005 DEBT ISSUE | false | false | false |
| DASNY SERIES 2011B | ||||||||
| B | 146000293 | 649505CX0 | 2011-04-28 | $152,929,720 | 2011 ISSUE - NEW CONSTRUCTION | Yes (true) | false | false |
| DASNY SERIES 2012 | ||||||||
| C | 146000293 | 649906Z23 | 2012-10-25 | $46,206,812 | REFUNDING 2002 & 1998 DEBT ISSUE | false | false | false |
| DASNY SERIES 2014 | ||||||||
| D | 146000293 | 649907YZ9 | 2014-04-03 | $66,182,433 | REFUND 2004 ISSUE AND CO-OP ACQ | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $27,415,000 | $0 | $96,895,000 | $0 | $0 | $0 | $602,276 | $59,047 | $0 | $0 | $96,233,677 | $0 | 2008 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $17,564,720 | $133,440,000 | $152,929,720 | $0 | $0 | $0 | $1,416,066 | $0 | $0 | $151,513,654 | $0 | $0 | 2014 | false | false | Yes (true) | Yes (true) |
| C | $24,121,812 | $0 | $46,206,812 | $0 | $0 | $45,346,923 | $784,889 | $0 | $0 | $0 | $75,000 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $16,577,432 | $0 | $66,191,583 | $0 | $0 | $0 | $867,854 | $0 | $0 | $54,071,689 | $11,252,040 | $0 | 2016 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | 0 | Yes (true) | |||||||
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOA ML | |||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 24.11 | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | |||||||||||||
| B | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| C | false | false | Yes (true) | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
| 0 | |||||||||||||
| D | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, BOND ISSUES: | 2011 BOND ISSUE (A) ISSUER NAME: DORMITORY AUTHORITY OF THE STATE OF NEW YORK (F) DESCRIPTION OF PURPOSE: LAW SCHOOL BUILDING AND RESIDENCE HALL CONSTRUCTION 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 SCHEDULE K, PART II, (1), LINE 3, COLUMN D 2014 BOND ISSUE PROCEEDS LISTED IN PART II, LINE 3 ARE GREATER THAN PROCEEDS LISTED IN PART I DUE TO INVESTMENT EARNINGS. SCHEDULE K, PART II, (2), LINE 3, COLUMN C 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 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, (1), LINE 2C, COLUMN A 2008 BOND ISSUE THE DATE OF THE REBATE COMPUTATION IS 7/9/15. |
| SCHEDULE K, PART IV, (1), LINE 2C, COLUMN B | 2011 BOND ISSUE The date of the rebate calculation is 6/15/16. |
| SCHEDULE K, PART IV, (1), LINE 2C, COLUMN C | 2012 BOND ISSUE The date of the rebate calculation is 11/15/17. SCHEDULE K, PART IV, (1), LINE 2C, COLUMN D 2014 BOND ISSUE THE DATE OF THE REBATE CALCULATION IS 04/03/19. |
| SCHEDULE K, PART IV, (1), LINE 4C, COLUMN A | ARBITRAGE 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 (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DASNY SERIES 2016A | ||||||||
| A | 146000293 | 64990BD75 | 2016-05-05 | $169,720,220 | REF PRIOR ISSUES & REN ACAD BLG | false | false | false |
| DASNY SERIES 2017 | ||||||||
| B | 146000293 | 64990C5S6 | 2017-12-21 | $91,211,032 | REFUNDING 2011 DEBT ISSUE | false | false | Yes (true) |
| DASNY SERIES 2020 | ||||||||
| C | 146000293 | 64990GXZ0 | 2020-01-29 | $165,170,475 | EXPANSION & REFURB CAMPUS CENTER | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,590,000 | $0 | $169,720,220 | $0 | $0 | $0 | $1,209,489 | $0 | $0 | $15,075,000 | $153,435,731 | $0 | 2016 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $91,211,032 | $0 | $0 | $0 | $826,227 | $0 | $0 | $0 | $90,384,805 | $0 | 2017 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $165,950,957 | $0 | $14,067,298 | $0 | $978,177 | $0 | $0 | $30,089,313 | $125,000 | $120,691,169 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $24,000 | CashGrantAmt |
| Type Of Assistance | STUDENT SCHOLARSHIPS | TypeOfAssistanceTxt |
| Assistance Purpose | COVER COSTS OF TUITION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $475,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,611,771 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Quotation | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,700,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPORT EVNT TKTS | 1 | $1,640 | COST |
| Yes (X) | RECEPTIONS | 5 | $16,617 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 32A | THIRD 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | 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, 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) REFLECTING THE IMPACT OF THE COVID-19 PANDEMIC AND RENEWED COMMITMENT TO ANTIRACISM ON INSTITUTIONAL PLANNING FOR THE 2020-2025 PERIOD. 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 BY THE SIX PRIORITY AREAS IDENTIFIED IN THE 2016 STRATEGIC FRAMEWORK: - CONTEMPORARY TEACHING AND LEARNING INFUSED WITH ETHICS AND JUSTICE - STRATEGICALLY FOCUSED RESEARCH - THE INSPIRATION AND CHALLENGE OF NEW YORK CITY - A GLOBAL PERSPECTIVE - A DIVERSE AND INCLUSIVE COMMUNITY - A STRATEGIC AND AGILE INSTITUTION |
| FORM 990, PART III, LINE 4A | 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 9,800 UNDERGRADUATE STUDENTS AND 7,200 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 THE BRONX AND MANHATTAN, A CAMPUS IN WEST HARRISON, NEW YORK, THE LOUIS CALDER CENTER BIOLOGICAL FIELD STATION IN ARMONK, NEW YORK, AND THE LONDON CENTRE IN THE UNITED KINGDOM. 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 2 | RELATIONSHIPS: 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 11B | 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 EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY FOR REVIEWING THE RETURN TO THE EXECUTIVE COMMITTEE. FOLLOWING A FORMAL PRESENTATION TO THE EXECUTIVE 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 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 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 & 15B | COMPENSATION 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. THE MOST RECENT REVIEW OCCURRED DECEMBER 2, 2019. 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 19 | 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 X | RECLASSIFICATIONS: CERTAIN RECLASSIFICATIONS OF PRIOR YEAR AMOUNTS HAVE BEEN MADE TO CONFORM TO THE CURRENT YEAR PRESENTATION. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP (2,671,257) CHANGE IN POST RETIREMENT HEALTH BENEFIT OBLIGATION OTHER THAN NET PERIODIC BENEFIT COST 2,804,000 NET PERIODIC BENEFIT COST OTHER THAN SERVICE COST (2,257,000) CHANGE IN FAIR VALUE OF PERPETUAL TRUST (507,040) LONDON PGM EXP & CURRENCY ADJ (2,306,270) DEFERRED TAX BENEFIT (1,658,777) CHANGE IN LONDON NET ASSETS (99,140) CHANGE IN LONDON CASH (197,844) ------------- TOTAL TO FORM 990, PART XI, LINE 9 (6,893,328) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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. | NY | $0 | $2,700,000 | FORDHAM U | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| FORDHAM UNIVERSITY (USA) UK PROGRAM LTD | |||||||
| 15 ST BOTOLPH STREET EC3A 7NJ | LONDON | UK | EC3A 7NJ | EDUCATION | UK | FORDHAM U | Yes (true) |
| FORDHAM UNIVERSITY UK CHARITABLE TRUST | |||||||
| 15 ST BOTOLPH STREET EC3A 7NJ | LONDON | UK | EC3A 7NJ | EDUCATION | UK | FORDHAM U | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (1) (OH) | ||||
| INVESTMENT | OH | NA | Trust | Yes (true) |
| CHARITABLE REMAINDER TRUST (10) (NY) | ||||
| INVESTMENT | NY | NA | Trust | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORDHAM UNIVERSITY UK CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $2,807,047 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |