FORDHAM STREET FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FORDHAM STREET FOUNDATION (EIN 20-0532818)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201611329349101616
- Schema version
- 2014v6.0
- 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 | 2016-05-11T10:48:21-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208746654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSON & LACOMBE CPA'S PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3927 LAKE WASHINGTON BLVD NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980337867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY N LACOMBE | PreparerPersonNm |
| PTIN | P01226401 | PTIN |
| Phone | 4258221996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,094,186 | 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 | $1,045,901 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $223,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $454,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,103,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $507,895 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,722 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,722 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,739,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $747,346 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,456 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,456 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $22,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,928 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $498,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,181,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $716,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $644,053 | CashBOYAmt |
| Cash EOY | $762,548 | CashEOYAmt |
| Cash EOYFMV | $762,548 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $19,000 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $9,358,568 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,440,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,331,638 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,021,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,203,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,094,186 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,021,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,203,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,021,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,203,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,021,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,203,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,021,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,181,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,203,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,203,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM PASS-THRU ENTITIES | P | $34,395 | $34,395 | $34,395 | |
| PUBLICLY TRADED SECURITIES - DETAIL UPON REQUEST | P | $991,972 | $5,632 | $5,632 | $986,340 |
| PUBLICLY TRADED SECURITIES - DETAIL UPON REQUEST | P | $13,077,211 | $467,868 | $467,868 | $12,609,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $507,895 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $471,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,185,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $507,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,628,592 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $487,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,301,826 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $470,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,292,310 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $522,574 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,782,133 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059504 | DistributionYr5Rt |
| Total Distribution | 0.261390 | TotalDistributionRt |
| Average Distribution | 0.052278 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,678,866 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $558,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $565,432 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $505,428 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,408 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,408 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Overpayment | $8,034 | OverpaymentAmt |
| Applied To ES Tax | $8,034 | 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 | WILLIAMSON LACOMBE CPA'S PS | IndividualWithBooksNm |
| Phone | 4258221996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3927 LAKE WASHINGTON BLVD NE | AddressLine1Txt |
| City | KIRKLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 980337867 | 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 |
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 | 5.00 | $0 | $0 | $0 |
| EMILY C STORK | ||||||||
| 2 COLUMBUS AVENUE UNIT 8A | NEW YORK | NY | 10023 | 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 = 20 | Description1Txt |
| Expenses1 | $498,500 | 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 | $10,246,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,841,488 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,841,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,678,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $533,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $533,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,324 | TotalTaxAmt |
| Distributable Before Adj | $519,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $505,428 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $505,428 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,550 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,110 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,219 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $169,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $505,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,191 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,191 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,007 | 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 | $70,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,550 | ExcessFromYear4Amt |
| Excess From Year3 | $32,110 | ExcessFromYear3Amt |
| Excess From Year2 | $39,219 | ExcessFromYear2Amt |
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 | 4258221996 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SEATTLE MESA | ||||||||
| 353 LOEW HALL BOX 352181 | SEATTLE | WA | 98195 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| COLLEGE ACCESS NOW | ||||||||
| PO BOX 22999 | SEATTLE | WA | 98122 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| DONOR'S EDUCATION COLLABORATIVE CO THE NEW YORK COMMUNITY TRUST | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $30,000 | |
| GEORGE JACKSON ACADEMY | ||||||||
| 104 ST MARKS PLACE | NEW YORK | NY | 10009 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| THE EMODE LEARNING FOUNDATION | ||||||||
| 23515 NOVELTY HILL ROAD NE SUITE | REDMOND | WA | 98053 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | 8221 |
| ONE WORLD NOW | ||||||||
| 600 FIRST AVENUE SUITE 620 | SEATTLE | WA | 98104 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | |
| NATIONAL AMERICAN INDIAN ALASKAN & HAWAIIAN EDUCATIONAL DEVELOPMENT CENTER | ||||||||
| 808 COFFEEN AVENUE | SHERIDAN | WY | 82801 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $35,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST FORTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| PARENT INSTITUTE FOR QUALITY EDUCATION | ||||||||
| 2041 BANCROFT WAY SUITE 303 | BERKELEY | CA | 94704 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| UNIVERSITY OF WASHINGTON WOMEN'S CENTER | ||||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| PARTNERSHIP FOR LOS ANGELES | ||||||||
| 1541 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| HUMANITIES WASHINGTON | ||||||||
| 1015 8TH AVENUE NORTH SUITE B | SEATTLE | WA | 98109 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| EAST AFRICAN COMMUNITY SERVICES | ||||||||
| 7054 32ND AVE S | SEATTLE | WA | 98118 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $18,500 | |
| EDGE FOUNDATION | ||||||||
| 2017 FAIRVIEW AVE E STE I | SEATTLE | WA | 98102 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $15,000 | |
| REACH INSTITUTE FOR SCHOOL LEADERSHIP | ||||||||
| 1221 PRESERVATION PARK WAY SUITE | OAKLAND | CA | 94612 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $65,000 | 100 |
| READER TO READER | ||||||||
| 38 WOODSIDE AVENUE CADIGAN CENTER | AMHERST | MA | 01002 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| SAN FRANCISCO EDUCATION FUND | ||||||||
| 2730 BRYANT STREET 2ND FLOOR | SAN FRANCISCO | CA | 94110 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| SUMMER ON THE HILL | ||||||||
| 4662 TIBBETT AVENUE | BRONX | NY | 10471 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | |
| THE NEW YORK ACADEMY OF SCIENCES | ||||||||
| 7 WORLD TRADE CENTER 250 GREENWICH | NEW YORK | NY | 10007 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $20,000 | ST 40TH FL |
| WENATCHEE SCHOOL DISTRICT | ||||||||
| 235 SUNSET AVENUE | WENATCHEE | WA | 98801 | N/A | 501(C)(3) | FUNDING FOR GENERAL CHARITABLE OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $498,500 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,712 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $454,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $693,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,913 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EMILY C STORK | ||||||
| 1 | 2 COLUMBUS AVENUE UNIT 8A | NEW YORK | NY | 10023 | $26,695 | Yes (X) |
| KATHERINE M STORK | ||||||
| 2 | 2 COLUMBUS AVENUE UNIT 8A | NEW YORK | NY | 10023 | $13,750 | Yes (X) |
| JUDITH A BIGELOW | ||||||
| 3 | 1165 PARK AVENUE APT 9C | NEW YORK | NY | 10128 | $1,005,456 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,456 | Amt |
| Net Investment Income | $5,456 | 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 | $6,649,946 | $5,929,835 |
| ALTERNATIVE INVESTMENTS | FMV | $3,790,662 | $4,401,803 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $21,895 | $21,895 | $0 |
| DUES | $5,450 | $0 | $5,450 |
| INVESTMENT EXPENSES FROM PASS-THRU ENTITIES | $2,680 | $2,680 | $0 |
| TRAVEL AND CONFERENCE | $1,478 | $0 | $1,478 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME PASS-THRU FROM HEDGE FUNDS | Desc |
| Revenue And Expenses Per Books | $15,722 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,722 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,722 | 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 |
|---|---|---|---|
| FOREIGN TAXES FROM PASS-THRU ENTITIES | $1,120 | $1,120 | $0 |
| FEDERAL INCOME TAXES | $21,700 | $0 | $0 |
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