2024-11-08T16:01:14-08:00 2023-12-31 521738520 Lane & Company CPAs 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 990 2023-01-01 316032844 THOMAS B FORDHAM FOUNDATION THOM 2022235452 1015 18TH STREET NW WASHINGTON DC 20036 MICHAEL PETRILLI PRESIDENT 2022235452 2024-11-08 true true ROBERT E LANE P01622353 2026172615 2024-11-08 X 2023 2024-10-15 13:58:12Z MICHAEL PETRILLI 1015 18TH ST STE 902 WASHINGTON DC 20036 2465046 false X WWW.FORDHAMINSTITUTE.ORG X 1959 OH THE THOMAS B. FORDHAM FOUNDATION SUPPORTS THE THOMAS B. FORDHAM INSTITUTE, THE NATIONS LEADER IN ADVANCING EDUCATIONAL EXCELLENCE, BY PROVIDING QUALITY RESEARCH, ANALYSIS AND COMMENTARY, AS WELL AS ON-THE-GROUND ACTION AND ADVOCACY IN OHIO. 10 8 29 1 0 0 0 875599 1027459 1604316 1436464 2558 1123 2482473 2465046 135000 133500 0 1729498 1372845 0 0 1360760 1127843 3225258 2634188 -742785 -169142 68013361 75889511 330526 821352 67682835 75068159 THE THOMAS B. FORDHAM FOUNDATION SUPPORTS THE THOMAS B. FORDHAM INSTITUTE, THE NATIONS 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 733975 2500 0 SUPPORTING NATIONAL EDUCATION POLICY REFORM: SUPPORTS THE THOMAS B. FORDHAM INSTITUTES EFFORTS TO PRODUCE RESEARCH STUDIES AND COMMENTARY ON NATIONAL EDUCATION POLICY ISSUES. OUR NATIONAL POLICY WORK IN 2023 FOCUSED ON PROMOTING EVIDENCE-BASED PRACTICES IN THE WAKE OF THE COVID PANDEMIC; PROMOTING HIGH QUALITY CAREER AND TECHNICAL EDUCATION; AND EXPANDING HIGH QUALITY CHARTER SCHOOLS AND OTHER SCHOOLS OF CHOICE. 21000 21000 0 SUPPORTING EDUCATION POLICY REFORM IN OHIO: SUPPORTS THE THOMAS B. FORDHAM INSTITUTES 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 OHIOS 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 OHIOS ACHIEVEMENT GAP. 987007 110000 1027459 CHARTER SCHOOL AUTHORIZING: THE THOMAS B. FORDHAM FOUNDATION SERVES AS THE AUTHORIZER FOR THIRTEEN OHIO-BASED CHARTER SCHOOLS SERVING MORE THAN 6,400 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. 1741982 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 false false false false false false false false false false false false false true false false false false true 14 0 true 29 true false false false false false false false false false false false false X 10 8 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 1015 18TH ST STE 902 WASHINGTON DC 20036 BRUNO V MANNO DIRECTOR 0.50 X 0 0 0 STEFANIE SANFORD TRUSTEE 0.50 X 6000 0 0 ROD PAIGE TRUSTEE 0.50 X 3000 0 0 CAPRICE YOUNG TRUSTEE 0.50 X 6000 0 0 IAN ROWE TRUSTEE 0.50 X 5000 0 0 DAVID DRISCOLL CHAIRMAN/TRUSTEE 0.50 X X 6000 0 0 THOMAS A HOLTON SECRETARY AND TRUSTEE 0.50 X X 6000 0 0 MICHAEL W KELLY TREASURER AND TRUSTEE 0.50 X X 6000 0 0 CHESTER E FINN JR PRESIDENT EMERITUS AND TRUSTEE 3.50 X X 250000 0 30420 MICHAEL PETRILLI PRESIDENT AND TRUSTEE 10.00 X X 367843 0 59511 GARY LABELLE VP FOR FINANCE AND OPERATIONS 25.00 X 213500 0 38621 AMBER NORTHERN SENIOR VP FOR RESEARCH 2.00 X 273000 0 44190 CHAD ALDIS VP FOR OHIO POLICY AND ADVOCACY 0.50 X 169072 0 22754 KATHRYN MULLEN-UPTON VP FOR SPONSORSHIP AND DAYTON 50.00 X 189500 0 40735 VICTORIA MCDOUGALD CHIEF OF STAFF 10.00 X 133500 0 28423 THEDA L SAMPSON DIRECTOR FOR APPLICATIONS AND CONTRACTS 50.00 X 109150 0 45904 1743565 0 310558 8 false true false SPONSORSHIP INCOME 900099 1027459 0 0 1027459 1436464 0 1436464 OTHER REVENUE 900099 1123 1123 0 0 1123 2465046 1028582 0 1436464 133500 133500 250160 248126 2034 0 844853 837293 7560 0 83745 83745 0 0 123603 122497 1106 0 70484 69877 607 0 18249 18249 0 0 43250 0 43250 0 780723 0 780723 0 14103 7460 6643 0 49058 42653 6405 0 59103 55414 3689 0 53281 37563 15718 0 35357 27590 7767 0 21057 19900 1157 0 23427 13119 10308 0 24203 20609 3594 0 MISCELLANEOUS 6032 4387 1645 0 2634188 1741982 892206 0 1216260 354843 83408 136466 10848 2665 89923 44443 60649 45480 32416897 38134068 33641533 36134875 583766 1081114 68013361 75889511 238432 271080 92094 550272 330526 821352 X 67682835 75068159 67682835 75068159 68013361 75889511 -169142 7554466 X false true X true false X X 1 THOMAS B FORDHAM INSTITUTE 311816446 7 true 2634188 0 1 2634188 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 0 89923 44443 45480 45480 KAYNE ANDERSON MEZZANINE PARTNERS, LP 6249 F OCH ZIFF RE PARALLEL II B 38617 F LEGACY VENTURE VI 1535352 F STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND 560598 F EMERALD HILL CP III 3952305 F LEGACY VENTURE VII 2481183 F MASON WELLS BUYOUT FUND 3906792 F PALO ALTO HEALTHCARE II 1427948 F WCP NEWCOLD 2629945 F ROCKLAND PP 882438 F PIMCO BRAVO III 972576 F EPIRIS II 1662246 F WEBSTER CAPITAL 1732941 F HARVEST MLP II 1937677 F TEMBO 1243011 F RIVERCREST II 488766 F SINGERMAN REAL ESTATE 658902 F ROCKLAND IV 616952 F ACCEL LEADERS 4 222530 F PELICAN ENERGY PARTNERS 660632 F AMBERBROOK V, LLP 40579 F AMBERBROOK IX, LLP 646644 F COMMONFUND CAPITAL NATURAL RESOUCES PARTNERS VIII, LP 288553 F VENTURE INVESTMENT ASSOCIATES ENERGY, LP 87446 F METROPOLITAN REAL ESTATE PARTNERS GLOBAL II 78842 F Q-BLK REAL ASSETS II 1205859 F NORTHGATE PRIVATE EQUITY PARTNERS II 13131 F NORTHGATE VENTURE PARTNERS III 173213 F NORTHGATE IV 229568 F NEWLIN ENERGY PARTNERS II, LP 117154 F OCH ZIFF III 97447 F STRATEGIC VALUE III 851101 F ORBIMED ROYALTY 93711 F RESOURCE LAND HOLDINGS 1405228 F SVSS IV 1204567 F AMBERBROOK VII 1984172 F 36134875 DUE FROM THOMAS B. FORDHAM INSTITUTE 1031846 SECURITY DEPOSIT 2070 RIGHT-OF-USE ASSET - OFFICE LEASE 47198 1081114 LEASE LIABILITY 47772 DUE TO THOMAS B. FORDHAM INSTITUTE 502500 550272 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 UNITED SCHOOLS NETWORK 1469 EAST MAIN ST COLUMBUS OH 43205 462265149 501(C)3 30000 GENERAL SUPPORT SCIOTOVILLE COMMUNITY SCHOOL 224 MARSHALL ST PORTSMOUTH OH 45662 311758579 501(C)3 25000 GENERAL SUPPORT DAYTON FOUNDATION 300 COLLEGE PARK DAYTON OH 45469 316027287 501(C)3 20000 GENERAL SUPPORT DAYTON LEADERSHIP ACADEMIES 1416 WEST RIVERVIEW AVE DAYTON OH 45402 311600674 501(C)3 20000 GENERAL SUPPORT TEACH FOR AMERICA 2814 DETROIT AVE CLEVELAND OH 44113 133541913 501(C)3 20000 GENERAL SUPPORT IDEA GREATER CINCINNATI 1011 GLENDALE MILFORD RD CINCINNATI OH 45215 853616675 501(C)3 15000 GENERAL SUPPORT 6 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 250000 0 0 0 0 0 30000 0 420 0 280420 0 0 0 MICHAEL PETRILLI 351808 0 16035 0 0 0 39600 0 19911 0 427354 0 0 0 GARY LABELLE 201000 0 12500 0 0 0 25620 0 13000 0 252120 0 0 0 AMBER NORTHERN 258000 0 15000 0 0 0 32760 0 11430 0 317190 0 0 0 CHAD ALDIS 159072 0 10000 0 0 0 20289 0 2466 0 191827 0 0 0 KATHRYN MULLEN-UPTON 177000 0 12500 0 0 0 22740 0 17995 0 230235 0 0 0 VICTORIA MCDOUGALD 126000 0 7500 0 0 0 16020 0 12403 0 161923 0 0 0 THEDA L SAMPSON 102000 0 7150 0 0 0 13098 0 19708 0 141956 0 0 0 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 O 2561164 COST THOMAS B FORDHAM INSTITUTE Q 244287 COST