2020-11-13T14:26:27-08:00 2019-12-31 Lane & Company CPAs 1717 Pennsylvania Avenue NW Suite 4 Washington DC 20006 990 2019-01-01 316032844 THOMAS B FORDHAM FOUNDATION THOM 2022235452 1016 16TH STREET NW WASHINGTON DC 20036 MICHAEL PETRILLI PRESIDENT 2022235452 2020-11-13 true ROBERT E LANE P01622353 2024636500 2020-11-13 X 208.82.213.4 2020-11-13 14:26:15 PS P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z MICHAEL PETRELLI 1016 16TH ST NW 8TH FLR WASHINGTON DC 20036 1398390 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. 8 6 33 0 0 0 0 706838 721244 918886 673025 78 4121 1625802 1398390 44895 171917 0 1041343 979977 0 0 1186815 1185925 2273053 2337819 -647251 -939429 54671450 58559254 8345593 5963619 46325857 52595635 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 319287 5250 0 SUPPORTING NATIONAL EDUCATION POLICY REFORM: SUPPORTS THE THOMAS B. FORDHAM INSTITUTE'S EFFORTS TO PRODUCE RESEARCH REPORTS ON NATIONAL EDUCATION POLICY ISSUES. OUR NATIONAL POLICY WORK IN 2019 FOCUSED ON ENSURING HIGH-QUALITY STANDARDS FOR ALL; ADVANCING SCHOOL CHOICE; AND ADVOCATING FOR A MORE PRODUCTIVE, EQUITABLE, AND EFFICIENT EDUCATION SYSTEM. 186229 146667 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 BUDGETARY 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. 683174 20000 0 CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR TEN OHIO-BASED CHARTER SCHOOLS SERVING NEARLY 5,000 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. 1188690 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 21 0 true 33 true false false false false false false false false false false false false X 8 6 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 2500 2500 0 ROD PAIGE TRUSTEE 0.50 X 2500 2500 0 CAPRICE YOUNG TRUSTEE 0.50 X 3000 3000 0 STEPHEN DACKIN TRUSTEE (END JUNE 2019) 0.50 X 1000 1000 0 DAVID DRISCOLL CHAIRMAN/TRUSTEE 0.50 X X 3000 3000 0 CHESTER E FINN JR PRESIDENT EMERITUS AND TRUSTEE 3.50 X X 14700 195300 25566 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 58809 235235 48736 GARY LABELLE VP FOR FINANCE AND OPERATIONS 25.00 X 85000 85000 31616 AMBER NORTHERN SENIOR VP FOR RESEARCH 2.00 X 8740 209760 40171 CHAD ALDIS VP FOR OHIO POLICY AND ADVOCACY 0.50 X 2048 202703 41388 ROBERT PONDISCIO SENIOR FELLOW AND VP OF EXTERNAL AFFAIRS 0.00 X 0 157500 33245 KATHRYN MULLEN-UPTON VP FOR SPONSORSHIP AND DAYTON 50.00 X 150000 0 32859 ADAM TYNER ASSOCIATE DIRECTOR OF RESEARCH 0.00 X 0 98750 18362 337297 1202248 271943 1 false true false SPONSORSHIP INCOME 900099 721244 0 0 721244 673025 0 673025 OTHER INCOME 900099 4121 4121 0 0 4121 1398390 725365 0 673025 171917 171917 203854 146023 57831 0 589595 411487 178108 0 59675 48912 10763 0 76262 66173 10089 0 50591 35590 15001 0 65539 16359 49180 0 39779 0 39779 0 484086 0 484086 0 32560 29004 3556 0 21983 14792 7191 0 24998 24998 0 0 147627 104077 43550 0 20454 20454 0 0 4991 4991 0 0 93295 65773 27522 0 14884 14884 0 0 TEMPS/INTERNS 9633 6791 2842 0 MISCELLANEOUS 9687 6465 3222 0 MOVING EXPENSES 216409 0 216409 0 2337819 1188690 1149129 0 302093 450077 403269 924697 12918 12918 3874434 1503354 2409464 2371080 21429910 23890853 27230951 30652561 2882845 257068 54671450 58559254 219054 195177 6130243 3206599 1996296 2561843 8345593 5963619 X 46325857 52595635 46325857 52595635 54671450 58559254 -939429 7209207 X false true X true false X X 1 THOMAS B FORDHAM INSTITUTE 311816446 7 true 2337819 0 1 2337819 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 536086 1206195 1026905 742389 284516 261472 224879 36593 2371080 KAYNE ANDERSON MEZZANINE PARTNERS, LP 7711 F AETHER REAL ASSETS I, LP 313296 F OCH ZIFF RE PARALLEL II B 135676 F LEGACY VENTURE VI 1911172 F FEG ABSOLUTE ACCESS TEI FUND LLC 2479948 F COWEN HEALTHCARE ROYALTY PARTNERS II LP 239260 F STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND 651903 F EMERALD HILL CP III 3555843 F LEGACY VENTURE VII 1695780 F MASON WELLS BUYOUT FUND 1643076 F PALO ALTO HEALTHCARE II 1409732 F WCP NEWCOLD 1248219 F PERMANENS DIF 2481195 F BIENVILLE 1335702 F EPIRIS II 699408 F WEBSTER CAPITAL 623843 F HARVEST MLP II 1181740 F AMBERBROOK V, LLP 239690 F COMMUNFUND CAPITAL NATURAL RESOUCES PARTNERS VIII, LP 400901 F VENTURE INVESTMENT ASSOCIATES ENERGY, LP 245576 F METROPOLITAN REAL ESTATE PARTNERS GLOBAL II 148764 F Q-BLK REAL ASSETS II 1005580 F NORTHGATE PRIVATE EQUITY PARTNERS II 68838 F NORTHGATE VENTURE PARTNERS III 527245 F NORTHGATE IV 448345 F NEWLIN ENERGY PARTNERS II, LP 178513 F LIQUID REALTY PARTNERS IV, LP 51379 F SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LLP 252819 F OCH ZIFF III 393776 F STRATEGIC VALUE III 963640 F ORBIMED ROYALTY 1013436 F RESOURCE LAND HOLDINGS 1214474 F SVSS IV 438113 F ROCKLAND PP 501895 F PIMCO BRAVO II 827320 F AMBERBROOK VII 118753 F 30652561 ASSETS HELD FOR SALE 0 BOND ISSUANCE COSTS 257068 257068 OBLIGATION DUE TO INTEREST RATE SWAP 2561843 2561843 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 76667 0 N/A N/A GENERAL SUPPORT & TRAGEDY FUND SETON EDUCATION PARTNERS 1311 VINE ST CINCINNATI OH 45202 262782492 501c3 50000 0 N/A N/A DAYTON AREA SCHOOL REFORM TEACH FOR AMERICA 25 BROADWAY 12TH FL NEW YORK NY 10004 133541913 501c3 20000 0 N/A N/A GENERAL SUPPORT UNITED SCHOOLS NETWORK 1469 E MAIN ST COLUMBUS OH 43205 462265149 501c3 20000 0 N/A N/A GENERAL SUPPORT 4 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 14700 195300 0 0 0 0 1764 23436 25 341 16489 219077 0 0 MICHAEL PETRILLI 57090 228360 1719 6875 0 0 6600 26400 3147 12589 68556 274224 0 0 GARY LABELLE 80000 80000 5000 5000 0 0 10200 10200 5608 5608 100808 100808 0 0 AMBER NORTHERN 8400 201600 340 8160 0 0 1049 25171 558 13393 10347 248324 0 0 CHAD ALDIS 1823 180428 225 22275 0 0 246 24324 168 16650 2462 243677 0 0 ROBERT PONDISCIO 0 150000 0 7500 0 0 0 18900 0 14345 0 190745 0 0 KATHRYN MULLEN-UPTON 145000 0 5000 0 0 0 18000 0 14859 0 182859 0 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 DECEMBER 2017. 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 2414700 FMV