FORDHAM STREET FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FORDHAM STREET FOUNDATION (EIN 20-0532818)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-27
- IRS object ID
- 202141179349102404
- Schema version
- 2019v5.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-27T11:25:11-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 |
| Business Name Line2 | C/O JUDY BIGELOW K&L GATES | BusinessNameLine2Txt |
| 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 | 599 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH A BIGELOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2063531603 | PhoneNum |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE CPA | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4256291990 | PhoneNum |
| Preparation | 2021-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,096,305 | 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 | $1,626,077 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,616 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,616 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $372,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$161,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,035,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,489 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,020 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,857,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $863,036 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,427 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,427 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,696 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,696 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,596 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $839,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $839,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $973,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $914,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $883,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $803,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,348,301 | CashBOYAmt |
| Cash EOY | $1,335,175 | CashEOYAmt |
| Cash EOYFMV | $1,335,175 | CashEOYFMVAmt |
| Other Investments BOY | $15,295,694 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,192,712 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,761,130 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,643,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,527,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,096,305 | 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 | $16,643,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,527,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,643,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,527,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,643,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,527,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,643,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $883,892 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,527,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,527,887 | 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 | $8,005,699 | $7,448,777 | $556,922 | $556,922 |
| PUBLICALLY TRADED SECURITIES | P | $2,846,082 | $3,097,048 | -$250,966 | -$250,966 |
| SANDALWOOD OERSEAS | P | $2,104 | $2,104 | $2,104 | |
| WHITEBOX TERM CREDIT | P | $140,914 | $140,914 | $140,914 | |
| IRONWOOD | P | $5,026 | $5,026 | $5,026 | |
| LAPIS MUNICIPAL OPPORTUNITIES FUND III (HERITAGE) | P | $4,357 | $4,357 | $4,357 | |
| CAPITAL GAINS FROM PASS-THRU ENTITIES | P | $6,163 | -$6,163 | -$6,163 | |
| CAPITAL GAINS FROM PASS-THRU ENTITIES | P | $12,979 | $12,979 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $18,295 | $18,295 | $18,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,489 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $907,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,893,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053714 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $725,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,945,226 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045468 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $680,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,300,096 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051190 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $563,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,155,378 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050477 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $505,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,678,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047330 | DistributionYr5Rt |
| Total Distribution | 0.248179 | TotalDistributionRt |
| Average Distribution | 0.049636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,805,772 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $883,807 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $891,841 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $914,108 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,447 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,447 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,413 | OverpaymentAmt |
| Applied To ES Tax | $4,413 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | $45,427 | $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 = 27 | Description1Txt |
| Expenses1 | $839,500 | 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 | $16,552,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,524,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,076,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,076,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,805,772 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $890,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $890,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,034 | TotalTaxAmt |
| Distributable Before Adj | $882,255 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $882,255 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $882,255 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $914,108 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $914,108 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,034 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $906,074 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $882,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,377 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,165 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $74,608 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $914,108 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $882,255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,853 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,003 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,377 | ExcessFromYear4Amt |
| Excess From Year3 | $24,165 | ExcessFromYear3Amt |
| Excess From Year1 | $74,608 | ExcessFromYear1Amt |
| Excess From Current Year | $31,853 | 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 | 599 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEAM CENTER | ||||||||
| 60 SACKETT ST | BROOKLYN | NY | 11231 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| CODENOW INC | ||||||||
| 917 W WASHINGTON BLVD 158 | CHICAGO | IL | 60607 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVE | NEW YORK | NY | 10022 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $10,000 | |
| 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 | |
| LEGAL OUTREACH | ||||||||
| 23515 NOVELTY HILL ROAD NE SUITE | REDMOND | WA | 98053 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | 8221 |
| 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 | $65,000 | |
| 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 DISCIPLINE | ||||||||
| 2135 N 51ST STREET | SEATTLE | WA | 98103 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| STREET SQUASH INC | ||||||||
| 41 W 115TH ST | NEW YORK | NY | 10026 | 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 | |
| WENATCHEE RIVER INSTITUTION | ||||||||
| 347 DIVISION STREET | LEAVENWORTH | WA | 98826 | 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 | |
| DONORS' EDUCATION COLLABORATIVE | ||||||||
| 33 IRVING PLACE | NEW YORK | NY | 10003 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $50,000 | |
| SOUTHWEST YOUTH & FAMILY SERVICES | ||||||||
| 4555 DELRIDGE WAY SW | SEATTLE | WA | 98106 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| CITY UNIVERSITY OF NEW YORK | ||||||||
| 205 EAST 42ND STREET | NEW YORK | NY | 10017 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $70,000 | |
| SOUND CHILD CARE SOLUTIONS | ||||||||
| 1225 S WELLER ST | SEATTLE | WA | 98144 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $14,500 | |
| ALLIANCE FOR EDUCATION | ||||||||
| 509 OLIVE WAY SUITE 500 | SEATTLE | WA | 98101 | 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 | |
| BOTTOM LINE | ||||||||
| 44 COURT ST STE 300 | BROOKLYN | NY | 11201 | 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 | |
| BUILD NYC | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $839,500 | 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 | $16,616 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,911 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$161,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $231,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,519 | 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 | $750 | Yes (X) | |
| JUDITH A BIGELOW | |||||||
| 2 | 1165 PARK AVENUE APT 9C | NEW YORK | NY | 10128 | $1,625,327 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 33,518 SHARES AKRE FOCUS FUND INST | NoncashPropertyDesc |
| Fair Market Value | $1,625,327 | FairMarketValueAmt |
| Received | 2020-02-06 | ReceivedDt |
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 | $11,413,599 | $12,764,254 |
| ALTERNATIVE INVESTMENTS | FMV | $4,779,113 | $4,996,876 |
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 | $44,840 | $44,840 | $0 |
| EMPLOYEE BENEFIT | $17,485 | $0 | $17,485 |
| FILING FEES | $750 | $750 | $0 |
| MISCELLANEOUS | $2,713 | $2,713 | $0 |
| OTHER LOSS FROM PASS-THRU ENTITIES | $7,130 | $7,130 | $0 |
| DEDUCTIONS FROM PASS-THRU ENTITIES | $4,163 | $4,163 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - CHARLES SCHWAB A/C 2130-6139 | Desc |
| Revenue And Expenses Per Books | $3,020 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,020 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $11,696 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,696 | DisbursementsCharitablePrpsAmt |
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