FORDHAM STREET FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FORDHAM STREET FOUNDATION (EIN 20-0532818)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-08
- IRS object ID
- 202220679349101002
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-08T12:20:23-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911301672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEENEY CONRAD PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200532818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORDHAM STREET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORD | BusinessNameControlTxt |
| Phone | 2063531603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVE 34 FLOOR WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH A BIGELOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063531603 | PhoneNum |
| Signature | 2022-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | BIGELOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE CPA | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2022-03-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,248,785 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $998,329 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,362,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,637 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,794 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,794 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,443,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $431,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,886 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,886 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $22,728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,728 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $28,514 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,514 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,068 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $970,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $970,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,161,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,083,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $282,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $358,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,335,175 | CashBOYAmt |
| Cash EOY | $1,517,239 | CashEOYAmt |
| Cash EOYFMV | $1,517,239 | CashEOYFMVAmt |
| Other Investments BOY | $16,192,712 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,292,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,731,546 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,527,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,809,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,248,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,527,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,809,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,527,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,809,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,527,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,809,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,527,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $282,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,809,982 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,809,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $3,626,857 | $3,490,117 | $136,740 | $136,740 |
| PUBLICALLY TRADED SECURITIES | P | $643,991 | $670,990 | -$26,999 | -$26,999 |
| IRONWOOD | P | $6,504 | $6,504 | $6,504 | |
| CORNWALL OFFSHORE LTD HOLDBACK | P | $36 | $36 | $36 | |
| CAPITAL GAINS FROM PASS-THRU ENTITIES | P | $13,976 | $13,976 | $0 | $0 |
| CAPITAL GAINS FROM PASS-THRU ENTITIES | P | $10,492 | -$10,492 | -$10,492 | |
| MONEDA LATIN AMERICA | P | $23,397 | $23,397 | $23,397 | |
| LAPIS MUNICIPAL OPPORTUNITIES FUND II | P | $38,743 | $38,743 | $38,743 | |
| CAPITAL GAINS DIVIDENDS | P | $8,708 | $8,708 | $8,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,637 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,413 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,413 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,436 | OverpaymentAmt |
| Applied To ES Tax | $4,436 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FORDHAMSTREET.ORG | WebsiteAddressTxt |
| Individual With Books | SWEENEY CONRAD PS | IndividualWithBooksNm |
| Phone | 4256291990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10210 NE POINTS DRIVE SUITE 300 | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH A BIGELOW | ||||||||
| 1165 PARK AVENUE APT 9C | NEW YORK | NY | 10128 | PRESIDENT | 40.00 | $48,886 | $0 | $0 |
| EMILY C STORK | ||||||||
| 2001 LINCOLN ST 2423 | DENVER | CO | 80202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FORDHAM STREET FOUNDATION PROVIDES SUPPORT TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS ALLOWING THEM TO CARRY OUT THEIR CHARITABLE ACTIVITIES. ORGANIZATIONS SERVED = 32 | Description1Txt |
| Expenses1 | $970,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,572,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $953,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,525,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,525,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,217,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,010,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,010,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,977 | TotalTaxAmt |
| Distributable Before Adj | $1,005,920 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,005,920 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,005,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,083,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,083,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,083,238 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,005,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,165 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $74,608 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,853 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,083,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,005,920 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $212,321 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,377 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $207,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,165 | ExcessFromYear4Amt |
| Excess From Year2 | $74,608 | ExcessFromYear2Amt |
| Excess From Year1 | $31,853 | ExcessFromYear1Amt |
| Excess From Current Year | $77,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH A BIGELOW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FORDHAM STREET FOUNDATION CO GRANT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVENUE 3/4 FLOOR WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4256291990 | RecipientPhoneNum |
| Recipient Email Address | INFO@FORDHAMSTREET.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE POLICIES AS OUTLINED ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE POLICIES AS OUTLINED ON THE FOUNDATION'S WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS ARE LIMITED TO 501(C)(3) ORGANIZATIONS WHICH ARE NOT PRIVATE FOUNDATIONS AND/OR OTHER GOVERNMENTAL ENTITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR EDUCATION | ||||||||
| 509 OLIVE WAY SUITE 500 | SEATTLE | WA | 98101 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| BEAM CENTER | ||||||||
| 60 SACKETT ST | BROOKLYN | NY | 11231 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| BOTTOM LINE | ||||||||
| 44 COURT ST STE 300 | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| BUILD NYC | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| EAST AFRICAN COMMUNITY SERVICES | ||||||||
| 7050 32ND AVENUE SOUTH | SEATTLE | WA | 98118 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | |
| EDGE FOUNDATION | ||||||||
| 2017 FAIRVIEW AVENUE E UNIT I | SEATTLE | WA | 98102 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | |
| ESKOLTA RESEARCH AND DESIGN INC | ||||||||
| 50 BROAD ST 1615 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| FAMILY LIFE ACADEMY CHARTER SCHOOL | ||||||||
| 14 W 170TH STREET | BRONX | NY | 10452 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| FRIENDS OF THE CHILDREN - SEATTLE | ||||||||
| 4436 RAINIER AVE S STE C | SEATTLE | WA | 98118 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| HUMANITIES WASHINGTON | ||||||||
| 130 NICKERSON ST STE 304 | SEATTLE | WA | 98109 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| LEGAL OUTREACH | ||||||||
| 23515 NOVELTY HILL ROAD NE SUITE | REDMOND | WA | 98053 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | 8221 |
| LET'S GET READY | ||||||||
| 50 BROADWAY 25TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| MENTORING IN MEDICINE | ||||||||
| 3411 WAYNE AVENUE SUITE 678 | BRONX | NY | 10467 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| PARENT INSTITUTE FOR QUALITY EDUCATION | ||||||||
| 22 WEST 35TH ST SUITE 201 | NATIONAL CITY | CA | 91950 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| PARTNERS IN SCHOOL INNOVATION | ||||||||
| 1060 TENNESSEE ST | SAN FRANCISCO | CA | 94107 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | |
| RAINIER SCHOLARS | ||||||||
| 2100 24TH AVE S STE 360 | SEATTLE | WA | 98144 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| RAISING A READER MASSACHUSETTS | ||||||||
| 3 SCHOOL ST | BOSTON | MA | 02108 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| READER TO READER | ||||||||
| CADIGAN CENTER 38 WOODSIDE AVENUE | AMHERST | MA | 01002 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $30,000 | |
| SOUND CHILD CARE SOLUTIONS | ||||||||
| 1225 S WELLER ST | SEATTLE | WA | 98144 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| SOUND DISCIPLINE | ||||||||
| 2135 N 51ST STREET | SEATTLE | WA | 98103 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | |
| STREET SQUASH INC | ||||||||
| 41 W 115TH ST | NEW YORK | NY | 10026 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| STUDENT SUCCESS NETWORK | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| SUMMER ON THE HILL | ||||||||
| 4400 TIBBETT AVENUE | BRONX | NY | 10471 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| TEAM READ | ||||||||
| 2445 3RD AVE S | SEATTLE | WA | 98134 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| TECHBRIDGE | ||||||||
| 15 SOUTH GRADY WAY SUITE 423 | RENTON | WA | 98507 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | |
| THE HARLEM EDUCATIONAL ACTIVITIES FUND INC | ||||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | NEW YORK | NY | 10027 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| WENATCHEE RIVER INSTITUTION | ||||||||
| 347 DIVISION STREET | LEAVENWORTH | WA | 98826 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| RESEARCH FOUNDATION CUNY | ||||||||
| 230 W 41ST | NEW YORK | NY | 10036 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $70,000 | |
| CENTER FOR SUPPORTIVE SCHOOLS | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| SEO SCHOLARS | ||||||||
| 55 EXCHANGE PL FLOOR 6 | NEW YORK | NY | 10005 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| TECHNOLOGY ACCESS FOUNDATION | ||||||||
| 605 SW 108TH ST | SEATTLE | WA | 98146 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $970,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,815 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,095 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,794 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $445,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JUDITH A BIGELOW | |||||||
| 1 | 1165 PARK AVENUE APT 9C | NEW YORK | NY | 10128 | $12,995 | Yes (X) | |
| JUDITH A BIGELOW | |||||||
| 2 | 1165 PARK AVENUE APT 9C | NEW YORK | NY | 10128 | $985,334 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 3,868 SHARES OF MICROSOFT CORP | NoncashPropertyDesc |
| Fair Market Value | $985,334 | FairMarketValueAmt |
| Received | 2021-04-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,245 | Amt |
| Net Investment Income | $12,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL & EXCHANGE TRADED FUNDS | FMV | $9,773,242 | $14,064,911 |
| ALTERNATIVE INVESTMENTS | FMV | $6,519,501 | $7,666,635 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $43,657 | $43,657 | $0 |
| EMPLOYEE BENEFIT | $16,610 | $0 | $16,610 |
| FILING FEES | $750 | $750 | $0 |
| OTHER LOSS FROM PASS-THRU ENTITIES | $7,550 | $7,550 | $0 |
| DEDUCTIONS FROM PASS-THRU ENTITIES | $9,111 | $9,111 | $0 |
| DUES | $1,500 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THRU ENTITIES | Desc |
| Revenue And Expenses Per Books | $1,794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,794 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH A BIGELOW | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1165 PARK AVENUE APT 9C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,728 | $0 | $17,728 |
| FEDERAL TAXES | $5,000 | $0 | $0 |
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