2021-10-08T12:34:25-07:00 2020-12-31 Lane & Company CPAs 1717 Pennsylvania Avenue NW Suite 4 Washington DC 20006 990 2020-01-01 316032844 THOMAS B FORDHAM FOUNDATION THOM 2022235452 1016 16TH STREET NW WASHINGTON DC 20036 MICHAEL PETRILLI PRESIDENT 2022235452 2021-10-08 true MICHAEL PETRILLI XXX-XX-XXXX ROBERT E LANE P01622353 2024636500 2021-10-08 X 3 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z MICHAEL PETRELLI 1016 16TH ST NW 8TH FLR WASHINGTON DC 20036 1715313 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 25 0 0 0 484600 721244 724204 673025 506500 4121 9 1398390 1715313 171917 190270 0 979977 1073699 0 0 1185925 1263047 2337819 2527016 -939429 -811703 58559254 69510863 5963619 6259340 52595635 63251523 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 445961 5000 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 2020 FOCUSED ON PROMOTING HIGH QUALITY SCHOOLS OF CHOICE, IMPLEMENTING STANDARDS-BASED REFORM. AND USING OUR SCHOOLS AS ENGINES OF UPWARD MOBILITY. 135630 90000 0 SUPPORTING EDUCATION POLICY REFORM IN OHIO: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE AND DISSEMINATE REPORTS 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 WHICH MAKE EDUCATORS ACCOUNTABLE FOR STUDENT ACHIEVEMENT AND PROVIDE PARENTS ADDITIONAL CHOICES IN HOPES OF NARROWING THE ACHIEVEMENT GAP IN OHIO'S URBAN SCHOOLS. 1225862 95270 724204 CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR ELEVEN OHIO-BASED CHARTER SCHOOLS SERVING NEARLY 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. 1807453 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 16 0 true 25 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 3000 3000 0 CAPRICE YOUNG TRUSTEE 0.50 X 3000 3000 0 BRUNO V MANNO 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 15050 199950 26116 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 61429 245715 54790 GARY LABELLE VP FOR FINANCE AND OPERATIONS 25.00 X 89000 89000 33055 AMBER NORTHERN SENIOR VP FOR RESEARCH 2.00 X 9040 216960 41850 CHAD ALDIS VP FOR OHIO POLICY AND ADVOCACY 0.50 X 2020 199980 42442 ROBERT PONDISCIO SENIOR FELLOW AND VP OF EXTERNAL AFFAIRS 0.00 X 0 151205 33974 KATHRYN MULLEN-UPTON VP FOR SPONSORSHIP AND DAYTON 47.50 X 148200 7800 34560 ADAM TYNER ASSOCIATE DIRECTOR OF RESEARCH 0.00 X 0 100750 18747 345739 1232360 285534 1 false true false TALLEST TREE DIGITAL 1 LEE HILL RD LEE NH 03861 WEBSITE CONSULTANT 145000 1 484600 484600 SPONSORSHIP INCOME 900099 724204 0 0 724204 506500 0 506500 OTHER INCOME 900099 9 9 0 0 9 1715313 724213 0 506500 190270 190270 212796 142008 70788 0 651816 437730 214086 0 75341 47222 28119 0 77349 51944 25405 0 56397 37706 18691 0 33832 27573 6259 0 38000 0 38000 0 761459 544635 216824 0 61092 58027 3065 0 16423 14587 1836 0 28142 28142 0 0 169879 119765 50114 0 3690 2817 873 0 3679 3679 0 0 96273 67873 28400 0 32958 23300 9658 0 TEMPS/INTERNS 6495 4579 1916 0 MISCELLANEOUS 11125 5596 5529 0 2527016 1807453 719563 0 450077 313351 924697 208634 12918 12918 3881254 1573850 2371080 2307404 23890853 29350056 30652561 35142141 257068 2176359 58559254 69510863 195177 208574 3206599 2883954 2561843 3166812 5963619 6259340 X 52595635 63251523 52595635 63251523 58559254 69510863 -811703 11467591 X false true X true false X X 1 THOMAS B FORDHAM INSTITUTE 311816446 7 true 2527016 0 1 2527016 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 580760 1161521 1026905 759209 267696 268292 233881 34411 2307404 KAYNE ANDERSON MEZZANINE PARTNERS, LP 6550 F AETHER REAL ASSETS I, LP 257862 F OCH ZIFF RE PARALLEL II B 89802 F LEGACY VENTURE VI 2677028 F FEG ABSOLUTE ACCESS TEI FUND LLC 1123195 F COWEN HEALTHCARE ROYALTY PARTNERS II LP 244338 F STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND 916162 F EMERALD HILL CP III 7086819 F LEGACY VENTURE VII 2832406 F MASON WELLS BUYOUT FUND 2688010 F PALO ALTO HEALTHCARE II 2061762 F WCP NEWCOLD 1576082 F BIENVILLE 1435709 F EPIRIS II 699408 F WEBSTER CAPITAL 1142598 F HARVEST MLP II 912866 F AMBERBROOK V, LLP 151484 F COMMONFUND CAPITAL NATURAL RESOUCES PARTNERS VIII, LP 323455 F VENTURE INVESTMENT ASSOCIATES ENERGY, LP 188066 F METROPOLITAN REAL ESTATE PARTNERS GLOBAL II 139325 F Q-BLK REAL ASSETS II 888814 F NORTHGATE PRIVATE EQUITY PARTNERS II 57635 F NORTHGATE VENTURE PARTNERS III 518773 F NORTHGATE IV 258843 F NEWLIN ENERGY PARTNERS II, LP 180346 F LIQUID REALTY PARTNERS IV, LP 41731 F SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LLP 278961 F OCH ZIFF III 349183 F STRATEGIC VALUE III 1170260 F ORBIMED ROYALTY 397148 F RESOURCE LAND HOLDINGS 1124339 F SVSS IV 1080877 F ROCKLAND PP 261229 F PIMCO BRAVO II 1129460 F AMBERBROOK VII 851615 F 35142141 BOND ISSUANCE COSTS 231291 DUE FROM THOMAS B. FORDHAM INSTITUTE 475251 INVESTMENT DISTRIBUTION RECEIVABLE 1469817 2176359 OBLIGATION DUE TO INTEREST RATE SWAP 3166812 3166812 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 41250 0 N/A N/A VARIOUS DAYTON LEADERSHIP ACADEMIES 1416 W RIVERVIEW AVE DAYTON OH 45402 311600674 501c3 31397 0 N/A N/A COVID SUPPORT UNITED SCHOOLS NETWORK 1469 E MAIN ST COLUMBUS OH 43205 462265149 501c3 26700 0 N/A N/A COVID SUPPORT TEACH FOR AMERICA 25 BROADWAY 12TH FL NEW YORK NY 10004 133541913 501c3 20000 0 N/A N/A GENERAL SUPPORT KIPP COLUMBUS 2900 INSPIRE DR COLUMBUS OH 43224 208627107 501c3 19678 0 N/A N/A COVID SUPPORT SCIOTOVILLE COMMUNITY SCHOOL 224 MARSHALL AVE PORTSMOUTH OH 45662 311758579 501c3 12906 0 N/A N/A COVID SUPPORT DAYTON EARLY COLLEGE ACADEMY 300 COLLEGE PARK DAYTON OH 45469 260463618 501c3 10207 0 N/A N/A COVID SUPPORT 7 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 true true X X X X X false false false false false false false false false CHESTER E FINN JR 15050 199950 0 0 0 0 1806 23994 25 341 16881 224285 0 0 MICHAEL PETRILLI 58575 234297 2855 11418 0 0 7520 30080 3438 13752 72388 289547 0 0 GARY LABELLE 84000 84000 5000 5000 0 0 10680 10680 5848 5848 105528 105528 0 0 AMBER NORTHERN 8740 209760 300 7200 0 0 1085 26035 589 14141 10714 257136 0 0 CHAD ALDIS 1900 188100 120 11880 0 0 242 23998 182 18020 2444 241998 0 0 ROBERT PONDISCIO 0 150208 0 1000 0 0 0 18145 0 15829 0 185182 0 0 KATHRYN MULLEN-UPTON 142500 7500 5700 300 0 0 17784 936 15048 792 181032 9528 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 true true false false THOMAS B FORDHAM INSTITUTE Q 3165957 FMV