2022-10-13T12:30:24-07:00 2021-12-31 521738520 Lane & Company CPAs 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 990 2021-01-01 316032844 THOMAS B FORDHAM FOUNDATION THOM 2022235452 1016 16TH STREET NW WASHINGTON DC 20036 MICHAEL PETRILLI PRESIDENT 2022235452 2022-10-11 true MICHAEL PETRILLI XXX-XX-XXXX ROBERT E LANE P01622353 2026172615 2022-10-13 X 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z MICHAEL PETRILLI 1016 16TH ST NW 8TH FLR WASHINGTON DC 20036 2582974 false X WWW.EDEXCELLENCE.NET X 1959 OH THE THOMAS B. FORDHAM FOUNDATION SUPPORTS THE THOMAS B. FORDHAM INSTITUTE, THE NATION'S LEADER IN ADVANCING EDUCATIONAL EXCELLENCE, BY PROVIDING QUALITY RESEARCH, ANALYSIS AND COMMENTARY, AS WELL AS ON-THE-GROUND ACTION AND ADVOCACY IN OHIO. 9 7 29 0 0 0 484600 0 724204 759398 506500 1823576 9 0 1715313 2582974 190270 136300 0 1073699 1150857 0 0 1263047 1368844 2527016 2656001 -811703 -73027 69510863 79254597 6259340 5328623 63251523 73925974 THE THOMAS B. FORDHAM FOUNDATION SUPPORTS THE THOMAS B. FORDHAM INSTITUTE, THE NATION'S LEADER IN ADVANCING EDUCATIONAL EXCELLENCE, BY PROVIDING QUALITY RESEARCH, ANALYSIS AND COMMENTARY, AS WELL AS ON-THE-GROUND ACTION AND ADVOCACY IN OHIO. false false 344777 10000 0 SUPPORTING NATIONAL EDUCATION POLICY REFORM: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE RESEARCH STUDIES AND COMMENTARY ON NATIONAL EDUCATION POLICY ISSUES. OUR NATIONAL POLICY WORK IN 2021 FOCUSED ON SUPPORTING SCHOOLS' EFFORT TO HELP STUDENTS RECOVER FROM THE COVID PANDEMIC; PROMOTING HIGH QUALITY CIVICS AND U.S. HISTORY STANDARDS; AND EXPANDING HIGH QUALITY CHARTER SCHOOLS AND OTHER SCHOOLS OF CHOICE. 75500 75500 0 SUPPORTING EDUCATION POLICY REFORM IN OHIO: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE AND DISSEMINATE REPORTS, COMMENTARY, AND POLICY BRIEFS IDENTIFYING EVIDENCE-BASED SOLUTIONS AND BEST-PRACTICE RECOMMENDATIONS FOR THE CURRENT CHALLENGES FACED BY THE LEADERS OF OHIO'S SCHOOL SYSTEMS. THE FOUNDATION HELPS THE INSTITUTE ADVANCE POLICIES SUCH AS THOSE WHICH PROVIDE PARENTS ADDITIONAL CHOICES AND HOLD SCHOOLS ACCOUNTABLE IN HOPES OF NARROWING OHIO'S ACHIEVEMENT GAP. 1465688 50800 759398 CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR ELEVEN OHIO-BASED CHARTER SCHOOLS SERVING MORE THAN 5,500 STUDENTS. OUR NATIONALLY RECOGNIZED CHARTER-AUTHORIZATION STAFF EVALUATES PROPOSALS FOR NEW CHARTER SCHOOLS, MONITORS THE COMPLIANCE AND PERFORMANCE OF OUR PORTFOLIO OF SCHOOLS, AND LENDS THEM FISCAL AND TECHNICAL ASSISTANCE. 1885965 true false false false false false false false false false true true false true true true false true false false false false false false false false false true false true true false false false false false false false false false false false false false false false true false false false false true 19 0 true 29 true false false false false false false false false false false false false X 9 7 false false false false false false false true true false false true true true true true true true true false OH X X GARY LABELLE 2022235452 1016 16TH ST NW 8TH FLOOR WASHINGTON DC 20036 STEFANIE SANFORD TRUSTEE 0.50 X 3000 3000 0 ROD PAIGE TRUSTEE 0.50 X 2500 2500 0 CAPRICE YOUNG TRUSTEE 0.50 X 3000 3000 0 IAN ROWE TRUSTEE 0.50 X 3000 3000 0 DAVID DRISCOLL CHAIRMAN/TRUSTEE 0.50 X X 3000 3000 0 CHESTER E FINN JR PRESIDENT EMERITUS AND TRUSTEE 3.50 X X 15400 204600 26765 THOMAS A HOLTON SECRETARY AND TRUSTEE 0.50 X X 3000 3000 0 MICHAEL W KELLY TREASURER AND TRUSTEE 0.50 X X 3000 3000 0 MICHAEL PETRILLI PRESIDENT AND TRUSTEE 10.00 X X 63782 255129 54008 GARY LABELLE VP FOR FINANCE AND OPERATIONS 25.00 X 93000 93000 33542 AMBER NORTHERN SENIOR VP FOR RESEARCH 2.00 X 9560 229440 48434 CHAD ALDIS VP FOR OHIO POLICY AND ADVOCACY 0.50 X 2100 207900 44201 KATHRYN MULLEN-UPTON VP FOR SPONSORSHIP AND DAYTON 47.50 X 153425 8075 34632 ADAM TYNER ASSOCIATE DIRECTOR OF RESEARCH 0.00 X 0 103261 19002 VICTORIA MCDOUGALD CHIEF OF STAFF 10.00 X 19177 76706 32505 376944 1198611 293089 13 false true false SPONSORSHIP INCOME 900099 759398 0 0 759398 1823576 0 1823576 2582974 759398 0 1823576 136300 136300 222128 151233 70895 0 726713 499052 227661 0 62650 42524 20126 0 79124 53887 25237 0 60242 41019 19223 0 33041 25767 7274 0 37000 0 37000 0 912783 648146 264637 0 51056 43779 7277 0 20996 14597 6399 0 24352 22978 1374 0 150592 106167 44425 0 2972 1695 1277 0 3445 500 2945 0 96463 68006 28457 0 19025 19025 0 0 MISCELLANEOUS 17119 11290 5829 0 2656001 1885965 770036 0 389136 313351 208634 63269 12918 12918 3884622 1644535 2307404 2240087 29350056 39786216 35142141 35980258 2176359 782713 69510863 79254597 208574 156412 2883954 2561310 3166812 2610901 6259340 5328623 X 63251523 73925974 63251523 73925974 69510863 79254597 -73027 10747478 X false true X true false X X 1 THOMAS B FORDHAM INSTITUTE 311816446 7 true 2656001 0 1 2656001 0 0 0 0 0 true false false false false false false false false false false false false false false false true true Pt IV Sec B Ln 2 THE ORGANIZATION ALSO PROVIDES GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS WITH SIMILAR MISSIONS TO THE CONTROLLING SUPPORTED ORGANIZATION. 0 843776 843776 1742281 625434 1116847 1026905 775955 250950 271660 243146 28514 2240087 KAYNE ANDERSON MEZZANINE PARTNERS, LP 7473 F AETHER REAL ASSETS I, LP 254816 F OCH ZIFF RE PARALLEL II B 63204 F LEGACY VENTURE VI 2797884 F FEG ABSOLUTE ACCESS TEI FUND LLC 33022 F COWEN HEALTHCARE ROYALTY PARTNERS II LP 193753 F STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND 820402 F EMERALD HILL CP III 4996463 F LEGACY VENTURE VII 3794799 F MASON WELLS BUYOUT FUND 3286545 F PALO ALTO HEALTHCARE II 1787635 F WCP NEWCOLD 1923375 F ROCKLAND PP 820323 F PIMCO BRAVO III 1058175 F EPIRIS II 1222740 F WEBSTER CAPITAL 1567703 F HARVEST MLP II 1281279 F TEMBO 446771 F RIVERCREST II -3336 F SINGERMAN REAL ESTATE 66500 F AMBERBROOK V, LLP 99973 F COMMONFUND CAPITAL NATURAL RESOUCES PARTNERS VIII, LP 409422 F VENTURE INVESTMENT ASSOCIATES ENERGY, LP 189655 F METROPOLITAN REAL ESTATE PARTNERS GLOBAL II 98774 F Q-BLK REAL ASSETS II 1064812 F NORTHGATE PRIVATE EQUITY PARTNERS II 35656 F NORTHGATE VENTURE PARTNERS III 344539 F NORTHGATE IV 357004 F NEWLIN ENERGY PARTNERS II, LP 162144 F LIQUID REALTY PARTNERS IV, LP 30091 F OCH ZIFF III 256733 F STRATEGIC VALUE III 1181678 F ORBIMED ROYALTY 157640 F RESOURCE LAND HOLDINGS 1448589 F SVSS IV 1543441 F AMBERBROOK VII 2180581 F 35980258 BOND ISSUANCE COSTS 205513 DUE FROM THOMAS B. FORDHAM INSTITUTE 577200 INVESTMENT DISTRIBUTION RECEIVABLE 0 782713 OBLIGATION DUE TO INTEREST RATE SWAP 2610901 2610901 X Pt X, Line 2 MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. true DAYTON FOUNDATION 1401 S MAIN ST STE 100 DAYTON OH 45409 316027287 501C3 25000 SUMMER SCHOOL PROGRAM DAYTON LEADERSHIP ACADEMIES 1416 W RIVERVIEW AVE DAYTON OH 45402 311600674 501C3 25000 SUMMER SCHOOL PROGRAM UNITED SCHOOLS NETWORK 1469 E MAIN ST COLUMBUS OH 43205 462265149 501C3 8600 FAMLY RESOURCE CENTERS WESTCARE OHIO INC 614 XENIA AVE DAYTON OH 45410 311508554 501C3 20000 CAPITAL CAMPAIGN MONTGOMERY COUNTY OHIO COLLEGE PROMISE 1401 S MAIN ST STE 100 DAYTON OH 45409 316027287 501C3 20000 SCHOLARSHIP FUNDING THE PHILANTHROPY ROUNDTABLE 1120 20TH ST NW STE 550 S WASHINGTON DC 20036 132943020 501C3 10000 GENERAL SUPPORT WOODLAND ARBORETUM FOUNDATION 118 WOODLAND AVE DAYTON OH 45409 311309373 501C3 10000 GENERAL SUPPORT REGEN 5158 FISHWICK DR CINCINNATI OH 45216 832110904 501C3 8600 LIBRARY MATERIALS CITIZENS OF THE WORLD 4324 HOMER AVE CINCINNATI OH 45227 850635731 501C3 8600 LIBRARY MATERIALS 9 0 Pt I Line 2 THE ORGANIZATION ASKS FOR WRITTEN REPORTS ON THE USE OF FUNDS AND COMMUNICATES WITH THE ORGANIZATIONS RECEIVING THE GRANTS. X X X X X false false false false false false false false false CHESTER E FINN JR 15400 204600 0 0 0 0 1848 24552 25 340 17273 229492 0 0 MICHAEL PETRILLI 60927 243711 2855 11418 0 0 7520 30080 3282 13126 74584 298335 0 0 GARY LABELLE 88000 88000 5000 5000 0 0 11160 11160 5611 5611 109771 109771 0 0 AMBER NORTHERN 9260 222240 300 7200 0 0 1147 27533 790 18964 11497 275937 0 0 CHAD ALDIS 1980 196020 120 11880 0 0 252 24948 190 18811 2542 251659 0 0 KATHRYN MULLEN-UPTON 147725 7775 5700 300 0 0 18411 968 14490 763 186326 9806 0 0 A DISTRICT OF COLUMBIA 536001131 000000000 2017-12-20 6426000 REFUND A PRIOR ISSUE false false false A 6426000 126000 2007 true false true true A false false false false 0.00000 0.00000 0.00000 true false 0.00000 true A false true false 0.000000000000 false 0.000000000000 false false A true Pt VI, Line 11b THE FORM 990 IS MADE AVAILABLE ELECTRONICALLY TO ALL TRUSTEES PRIOR TO THE FILING DEADLINE. IT IS REVIEWED BY EACH MEMBER OF THE AUDIT AND RISK COMMITTEE PRIOR TO FILING. THIS COMMITTEE IS COMPRISED OF THREE OF THE NINE MEMBERS OF THE FORDHAM FOUNDATION BOARD. THE VP OF FINANCE AND OPERATIONS REVIEWS EACH LINE OF THE FORM 990 BEFORE ITS FILING. THE FORDHAM FOUNDATION SECRETARY, TRUSTEE THOMAS HOLTON, A COUNSEL TO THE FIRM PORTER, WRIGHT, MORRIS & ARTHUR, REVIEWS THE FORM 990 WITH HIS COLLEAGUE, TAX ATTORNEY EDWARD SEGELKEN. FORDHAM FOUNDATION PRESIDENT, MICHAEL PETRILLI, RECEIVES AN OVERVIEW OF THE FILING FROM THE VP OF FINANCE AND OPERATIONS AND SERVES AS A MEMBER OF THE AUDIT AND RISK COMMITTEE. Pt VI, Line 12c THE BOARD SECRETARY, TRUSTEE THOMAS HOLTON, COLLECTS A WRITTEN STATEMENT FROM EACH BOARD MEMBER ANNUALLY. THESE STATEMENTS DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND ACKNOWLEDGE THAT THE TRUSTEE IS FAMILIAR WITH THE CONFLICT OF INTEREST POLICY. Pt VI, Line 15a THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE BOARD, AND IT HAS BASED ITS DETERMINATION ON AN ANALYSIS OF COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THIS PROCESS WAS LAST UNDERTAKEN IN MARCH 2021. Pt VI, Line 15b COMPENSATION FOR THE VICE PRESIDENTS IS DETERMINED BY THE PRESIDENT BASED ON A THOROUGH ANNUAL REVIEW PROCESS CONDUCTED IN NOVEMBER AND DECEMBER OF EACH YEAR. Pt VI, Line 18 THE ORGANIZATION DOES NOT HAVE A FORM 1023, AS THE ORGANIZATION WAS ESTABLISHED PRIOR TO THIS FORM BEING REQUIRED. Pt VI, Line 19 THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THOMAS B FORDHAM INSTITUTE 1016 16TH ST NW FLR 8 WASHINGTON DC 20036 311816446 EDUCATION AND AWARENESS DC 501(c)3 LINE 7 NA false false false false false false false false false false false false false false true true false true false false THOMAS B FORDHAM INSTITUTE Q 471201 COST THOMAS B FORDHAM INSTITUTE O 2239654 COST