2023-11-13T15:29:42-06:00 2022-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2022-01-01 311580204 BILL HILLARY & CHELSEA CLINTON FOUNDATION BILL 5013566228 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 KATRINA OWOH CFO 5013566228 2023-11-15 1 KATRINA OWOH XXX-XX-XXXX 1 LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN THURM 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 64938985 0 X WWW.CLINTONFOUNDATION.ORG X 1997 AR SEE SCHEDULE O 9 8 293 210 2627408 0 24356882 25977198 942385 2468042 40706497 1240991 341343 2912720 66347107 32598951 1143317 1184233 0 0 20548823 22523526 204000 429934 4332834 13253873 25197767 35150013 49335460 31197094 -16736509 353185170 306402788 4753464 4247068 348431706 302155720 X SEE SCHEDULE O 0 0 13099267 135000 467540 CLINTON PRESIDENTAL CENTER (SEE SCHEDULE O FOR FURTHER DETAILS) 16270073 437000 1115852 CLINTON GLOBAL INITIATIVE (ACTION NETWORK AND CGI U) (SEE SCHEDULE O FOR FURTHER DETAILS) 7459140 278233 TOO SMALL TO FAIL (SEE SCHEDULE O FOR FURTHER DETAILS) 1044201 334000 612093 THE CLINTON CLIMATE INITIATIVE ("CCI") COLLABORATED WITH PARTNERS TO SUPPORT SMALL ISLAND NATIONS IN TRANSITIONING TO LOW-CARBON ECONOMIES, BUILT RESILIENT ENERGY SYSTEMS THAT CAN WITHSTAND NATURAL DISASTERS, AND SUPPORTED WOMEN LEADERS IN THE RENEWABLE ENERGY SECTOR. CCI'S APPROACH UNITED PARTNERS TO FACILITATE RENEWABLE ENERGY PROJECTS, ADDRESSING MAJOR SOURCES OF GREENHOUSE GAS EMISSIONS WHILE ALSO SAVING MONEY FOR INDIVIDUALS, COMMUNITIES AND GOVERNMENTS AND HELPING TO GROW ECONOMIES. CCI ALSO BROUGHT HUNDREDS OF PROFESSIONAL WOMEN TOGETHER THROUGH THE WIRE NETWORK, WHICH SUPPORTS FEMALE LEADERSHIP IN THE ENERGY SECTOR IN ISLAND NATIONS IN THE CARIBBEAN AND AFRICA. IN 2022, AS PART OF THE SCALING UP OF THE FOUNDATION'S CONVENING-BASED MODEL THROUGH THE CLINTON GLOBAL INITIATIVE (CGI), THE FOUNDATION TRANSITIONED CCI'S WORK ON CLIMATE ACTION AND RESILIENCE TO CGI, AS CGI SUPPORTED THE DEVELOPMENT OF MORE THAN 30 NEW COMMITMENTS TO ACTION SPANNING CLIMATE MITIGATION AND CLIMATE ADAPTATION.THE CLINTON DEVELOPMENT INITIATIVE ("CDI") CONTINUED TO PARTNER WITH FARMING COMMUNITIES IN MALAWI, RWANDA, AND TANZANIA TO OPERATE THE COMMUNITY AGRIBUSINESS ("CAB") APPROACH - WHICH GROUPS FARMERS TOGETHER TO COLLECTIVELY INCREASE THE QUANTITY, QUALITY, AND CONSISTENCY OF THEIR PRODUCTION WHILE ALSO IMPROVING THEIR ACCESS TO RESOURCES AND INPUTS - TO ADDRESS CHALLENGES FARMERS FACE AND OPEN AGRIBUSINESS OPPORTUNITIES. THROUGH CAB IN MALAWI, RWANDA, AND TANZANIA, CDI PERFORMS OUTREACH TO FARMING COMMUNITIES TO INCREASE ACCESS AND HELP THEM PARTICIPATE EQUITABLY WITH LOCAL MARKETS AND FINANCIAL INSTITUTIONS. IN 2022, AMONG OTHER ACTIVITIES, CDI MAINTAINED PARTNERSHIPS WITH 134 FARMER COOPERATIVES IN MALAWI, RWANDA, AND TANZANIA. CDI ENGAGED IN OUTREACH TO FARMING COMMUNITIES TO INCREASE ACCESS AND HELP THEM PARTICIPATE EQUITABLY WITH LOCAL MARKETS AND FINANCIAL INSTITUTIONS, IMPROVE WAGES, AND INCREASE WOMEN AND YOUTH'S PARTICIPATION IN COMMUNITY AGRIBUSINESS, LEADING TO 48% WOMEN FARMERS ENGAGED IN TRAINING AND CAB ACROSS MALAWI, RWANDA, AND TANZANIA.THE CLINTON GLOBAL INITIATIVE UNIVERSITY ("CGI U") IS A DIVERSE COMMUNITY OF EMERGING LEADERS THAT SUPPORTS STUDENTS, ALUMNI, AND GLOBAL INNOVATORS IN TACKLING PRESSING CHALLENGES IN THEIR COMMUNITIES. AMONG OTHER ACTIVITIES, IN 2022, CGI U CONVENED HUNDREDS OF STUDENTS FOR ITS ANNUAL MEETING, WITH THE AMERICAN ASSOCIATION OF COMMUNITY COLLEGES SERVING AS THE VIRTUAL CO-HOST FOR THE EVENT. STUDENTS FROM EDUCATIONAL INSTITUTIONS ACROSS THE GLOBE PARTICIPATED WITH OTHER LEADERS; ENGAGED WITH SOME OF THE GREATEST MINDS IN BUSINESS, TECHNOLOGY, AND SOCIAL IMPACT; AND TOOK ACTION IN THEIR COMMUNITIES. THE CGI U CLASS OF 2022 MADE HUNDREDS OF COMMITMENTS TO ACTION ADDRESSING COMPLEX ISSUES SUCH AS THE CLIMATE CRISIS, HUMANITARIAN NEEDS OF REFUGEES, MENTAL HEALTH, THE ONGOING COVID-19 PANDEMIC, AND MANY MORE.THE OVERDOSE RESPONSE NETWORK (ORN") WORKS TO ADDRESS THE OVERDOSE CRISIS BY INCREASING EDUCATION AND AWARENESS TO DECREASE STIGMA AND CURB ADDICTION, WHILE PROVIDING COMMUNITIES WITH THE TOOLS THEY NEED TO COMBAT THE EPIDEMIC AND SAVE LIVES. IN 2022, AMONG OTHER ACTIVITIES, ORN LAUNCHED THE EMPOWERING FAITH LEADERS PROGRAM IN SAVANNAH, GEORGIA WITH 20 FAITH LEADERS FROM DIVERSE FAITH TRADITIONS. THE EMPOWERING FAITH LEADERS PROGRAM EQUIPS FAITH LEADERS WITH THE KNOWLEDGE, SKILLS, AND CONFIDENCE TO ADDRESS THE ADDICTION AND OVERDOSE CRISIS WHILE USING EVIDENCE-INFORMED AND COMPASSIONATE APPROACHES.PROJECT 42 HIGHLIGHTS THE RECORD OF THE CLINTON ADMINISTRATION AND ENGAGES WITH ALUMNI OF THE ADMINISTRATION AND CAMPAIGNS. PROJECT 42 OFFERS A RANGE OF OPPORTUNITIES FOR ALUMNI OF PRESIDENT CLINTON'S ADMINISTRATION AND CAMPAIGNS TO ENGAGE WITH ONE ANOTHER AND WITH THE WORK OF THE CLINTON PRESIDENTIAL CENTER AND FOUNDATION. PROJECT 42'S EFFORTS INCLUDE HOSTING AND HELPING CONDUCT EVENTS AND ACTIVITIES: WITH PRESIDENT CLINTON; WITH BROAD GROUPS OF ALUMNI AND WITH SPECIFIC DEPARTMENTS; FOCUSED ON ISSUES AND POLICIES WITH WHICH THE CLINTON ADMINISTRATION ENGAGED AND ARE RELEVANT TODAY; AND WITH ALUMNI SPEAKERS. IN 2022, AMONG OTHER ACTIVITIES, PRESIDENT CLINTON CONVENED NATIONALLY RECOGNIZED EXPERTS SECRETARY DONNA E. SHALALA, DR. HAROLD VARMUS, DR. FRANCIS COLLINS, DR. ANTHONY FAUCI AND OTHERS FOR A KUMPURIS DISTINGUISHED LECTURE, "INVESTING IN A HEALTHIER FUTURE." THE EVENT HIGHLIGHTED THE ONGOING IMPACT OF THE CLINTON ADMINISTRATION'S EFFORTS THROUGH THE NATIONAL INSTITUTES OF HEALTH.THE HILLARY RODHAM CLINTON LEADERSHIP PROJECT (HRCLP) IS DEDICATED TO STRENGTHENING DEMOCRACY, ADVANCING THE HEALTH AND RIGHTS OF WOMEN AND GIRLS, AND EMPOWERING A NEW GENERATION OF LEADERS. CHAIRED BY SECRETARY CLINTON, HRCLP SERVES AS THE HOME FOR HER ONGOING AND FUTURE NONPROFIT ENDEAVORS AND ADVOCACY WORK. IN 2022, HRCLP SUPPORTED THE WOMEN'S VOICES SUMMIT AT THE CLINTON PRESIDENTIAL CENTER AND BEGAN THE INITIAL PLANNING PROCESS TO CREATE A PERMANENT HILLARY RODHAM CLINTON INSTITUTE.THE ALLIANCE FOR A HEALTHIER GENERATION ("HEALTHIER GENERATION"), AN INDEPENDENT ENTITY FOUNDED BY THE CLINTON FOUNDATION AND THE AMERICAN HEART ASSOCIATION, WORKS TO ENSURE EVERY MIND, EVERY BODY AND EVERY YOUNG PERSON IS HEALTHY AND READY TO SUCCEED. SINCE ITS INCEPTION, OVER 31 MILLION U.S. SCHOOL CHILDREN HAVE BEGUN LEADING HEALTHIER LIVES. IN 2022, HEALTHIER GENERATION ANNOUNCED ITS MOST RECENT LIST OF AMERICA'S HEALTHIEST SCHOOLS. OVER 400 SCHOOLS ACROSS THE COUNTRY RECEIVED AN AWARD FOR THEIR COMMITMENT TO BOLSTERING THE PHYSICAL, MENTAL, AND SOCIAL-EMOTIONAL HEALTH OF STUDENTS, EDUCATORS, AND FAMILIES. HEALTHIER GENERATION EXPANDED ITS AWARD PROGRAM TO HONOR SCHOOLS THAT IMPLEMENTED BEST PRACTICES IN UP TO NINE TOPIC AREAS RANGING FROM IMPROVING NUTRITION AND FOOD ACCESS TO IMPLEMENTING TOBACCO/VAPE-FREE CAMPUSES. IN 2022, HEALTHIER GENERATION AND DEL MONTE FOODS CONNECTED OVER A SHARED MISSION TO SUPPORT SCHOOLS AND FAMILIES WITH A FOCUS ON NUTRITION ACCESS AND AFFORDABILITY. WITH SUPPORT FROM DEL MONTE FOODS, HEALTHIER GENERATION CREATED A HUB OF RECIPES AND RESOURCES TO HELP FAMILIES CONNECT OVER SHARED MEALS. 1044201 334000 612093 37872681 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 115 0 1 293 1 1 1 1 CO RW TZ MI 0 0 0 1 1 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC OK OR PA RI SC TN VA WI WV NH NJ NM NY ND UT X X KATRINA OWOH 5013566228 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 BRUCE R LINDSEY COUNSELOR TO THE CHAIR/DIR 45.00 X 361101 0 49244 CHELSEA V CLINTON DIRECTOR 25.00 X X 0 0 0 CHERYL MILLS DIRECTOR 5.00 X 0 0 0 DR ERIC GOOSBY DIRECTOR 5.00 X 0 0 0 JANET MURGUIA DIRECTOR 5.00 X 0 0 0 NIMA TAGHAVI DIRECTOR 5.00 X 0 0 0 ROBERT S HARRISON DIRECTOR 5.00 X 0 0 0 ROLANDO GONZALEZ-BUNSTER DIRECTOR 5.00 X 0 0 0 WILLIAM JEFFERSON CLINTON BOARD CHAIR 25.00 X X 0 0 0 AMY SANDGRUND-FISHER GC / ASST. SEC / CHIEF HR 50.00 X 261518 0 57766 KATRINA OWOH CFO 50.00 X 175283 0 53599 KEVIN THURM CEO 50.00 X 408733 0 73670 STEPHANIE S STREETT EXEC. DIR, SECRETARY 50.00 X 217523 0 56981 GREG MILNE CEO/CGI 50.00 X 230908 0 56672 LANCE KING CHIEF DEVELOPMENT OFFICER 50.00 X 278976 0 47857 COREY GANSSLEY DIRECTOR OF SCHEDULING AND 50.00 X 198387 0 27043 CRAIG MINASSIAN CHIEF COMMUNICATIONS AND M 50.00 X 259768 0 59516 MIKE HEMPHILL DIRECTOR OF LEADERSHIP DEV 50.00 X 199851 0 40194 PATTI MILLER CEO, TOO SMALL TO FAIL 50.00 X 240278 0 43331 VERONIKA SHIROKA DIR. OF TALENT MANAGEMENT 50.00 X 186381 0 40139 3018707 0 606012 58 0 1 0 THE MARKHAM GROUP LLC 1000 W 3RD STREET LITTLE ROCK AR 72201 EVENT MANAGEMENT 3832383 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 AUDIT / TAX 238683 CHENG STRATEGIES LLC 5 UNION SQUARE WEST 1122 NEW YORK NY 10003 FUNDRAISING COUNSEL 220000 ISCRUBDATA 36 TAMALPAIS AVE LARKSPUR CA 94939 DATA 168000 RADISH LABS 304 BOERUM STREET SUITE 42 BROOKLYN NY 11206 WEB DESIGN 114691 5 11180 10500 2272369 23683149 1980321 25977198 PRESIDENTIAL CENTER 900099 1310072 656711 653361 OVERDOSE RESPONSE NETW 900099 718282 718282 CLINTON GLOBAL INITIAT 900099 397570 397570 42118 42118 2468042 1043614 20565 1023049 6 6 1056 1056 7150 0 7150 7150 7150 31312819 3781 31115490 3739 197329 42 197371 139916 57455 54950 2272369 522228 -467278 -467278 2322972 698577 1624395 -189171 1813566 GAIN ON EARLY LEASE TE 900099 1177422 1177422 PODCAST REVENUE 900099 400000 400000 SPEECH REVENUE 900099 91898 91898 78077 78077 1747397 32598951 2195485 2627408 1798860 1040233 1040233 144000 144000 2348041 876169 1145039 326833 14247844 10660234 1714866 1872744 770278 581174 86430 102674 3730969 2889885 406377 434707 1426394 1079545 186482 160367 79489 3729 74952 808 308276 52693 255583 429934 429934 2791839 2194033 572806 25000 346653 188555 19446 138652 970001 668215 242806 58980 984530 338151 439349 207030 3544717 2230506 1094765 219446 1293862 1207339 37203 49320 7930507 7914584 15923 1907 1907 3733406 3642528 77015 13863 585944 263474 319439 3031 DIRECT PROGRAM EXPENSES 1483454 1476792 6662 UBIT TAXES 277877 277877 FURNISHINGS AND FIXTURE 226724 226724 STAFF TRAINING, DEVELOP 180453 88525 83787 8141 458128 105593 71231 281304 49335460 37872681 7129945 4332834 3822184 6665743 10496694 9269554 16112202 13380536 557682 1432339 272189 241037 766567 525182 140204431 67231463 76443792 72972968 53143487 36169529 191570373 163768319 1977581 353185170 306402788 3713941 2410746 1013371 407181 26152 1429141 4753464 4247068 X 78478366 77669856 269953340 224485864 348431706 302155720 353185170 306402788 X -16736509 -29486447 -53030 X 0 1 X 1 0 X 24167053 29567030 16326750 24356882 25977198 120394913 24167053 29567030 16326750 24356882 25977198 120394913 11811999 108582914 7993453 8738090 7716676 11068389 1031261 36547869 2808883 3155702 1413116 4067534 2627408 14072643 1000733 695066 577983 262787 1747417 4283986 175299411 5793489 0.61940 0.57980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 357,423. 2019 AMOUNT: $ 198,053. 2020 AMOUNT: $ 86,241. 2021 AMOUNT: $ 25,787. 2022 AMOUNT: $ 78,077. CAFE REVENUE - 2018 AMOUNT: $ 273,411. 2019 AMOUNT: $ 284,971. 2020 AMOUNT: $ 91,742. SPEECH REVENUE - 2018 AMOUNT: $ 369,899. 2021 AMOUNT: $ 37,000. 2022 AMOUNT: $ 91,898. GAIN ON PROGRAM INVESTMENT - 2019 AMOUNT: $ 212,042. PODCAST REVENUE - 2020 AMOUNT: $ 400,000. 2021 AMOUNT: $ 200,000. 2022 AMOUNT: $ 400,000. GAIN ON EARLY LEASE TERMINATION - 2022 AMOUNT: $ 1,177,442. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 259548703 199644 -28533572 15800000 61428 215353347 235099179 289187 34769541 10500000 109204 259548703 216990296 363195 32745688 15000000 235099179 197210749 2729072 31050475 14000000 216990296 207073179 2401102 -9124700 3138832 197210749 0.00000 0.86000 0.14000 0 0 130052806 58476519 71576287 1331403 1180084 151319 8820222 7574860 1245362 72972968 SELECT EQUITY 39965382 F PRIVATE EQUITY 59813128 F MULTI STRATEGY CREDIT 5261055 F INTERMEDIATE FUND 12035450 F HEDGED EQUITY 23151774 F DIVERSIFIED STRATEGY FUNDS 23541530 F 163768319 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT THE ONGOING MISSION OF THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION. PART X, LINE 2: MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE CONSOLIDATED ENTITIES AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICE CLIMATE & ECONOMIC DEVELOPMENT 625063 SUB-SAHARAN AFRICA 3 27 PROGRAM SERVICE ECONOMIC DEVELOPMENT 2361170 3 28 0 0 3 28 2986233 0 2986233 CENTRAL AMERICA AND THE CARIBBEAN CLIMATE & ECONOMIC DEVELOPMENT 90000 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN CLIMATE & ECONOMIC DEVELOPMENT 54000 WIRE 0 2 1 0 1 0 0 0 PART I, LINE 2: THE ORGANIZATION GENERALLY REQUESTS A FINAL REPORT FROM GRANT RECIPIENTS DETAILING THE USE OF GRANT FUNDS. IN SOME CIRCUMSTANCES, ORGANIZATIONS THAT ARE 501C3, OR EQUIVALENT HAVE THE ABILITY TO DEMONSTRATE PROPER USE OF THE FUNDS IN A WAY THAT DOESN'T REQUIRE A REPORT. THE ORGANIZATION ALSO MAKES UNRESTRICTED CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATION FOR WHICH IT DOES NOT REQUIRE A REPORT. PART III ACCOUNTING METHOD: X X X X X X X 1 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 DIRECT MAIL MARKETING 0 294577 0 54000 CHENG STRATEGIES LLC 5 UNION SQUARE WEST NEW YORK NY 10001 FUNDRAISING COUNSEL 0 0 0 220000 TIKU CONSULTING GROUP LLC 192 9TH STREET 3RD FLOOR BROOKLYN NY 11215 FUNDRAISING COUNSEL 0 0 0 85000 GLOBAL ENGAGEMENT STRATEGIES LLC 5052 MACOMB STREET NW WASHINGTON DC 20016 FUNDRAISING COUNSEL 0 0 0 70934 294577 429934 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NC OK OR PA RI SC TN VA WV WI UT NH NJ NM NY ND DC EVENT 757780 748030 9750 22094 140200 GALA 1194043 1166643 27400 97340 40000 201838 5 375496 357696 17800 11800 8956 2327319 2272369 54950 119434 11800 40000 350994 522228 -467278 1 ALLIANCE FOR A HEALTHIER GENERATION UNIT 16 PORTLAND OR 97214 272028308 501(C)(3) 125000 0 PUBLIC HEALTH CITY OF PHILADELPHIA 1401 JOHN F KENNEDY BLVD SUITE 1380 PHILADELPHIA PA 191021693 236003047 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING CITY OF PHILADELPHIA OFFICE OF HOMELESS SERVICES 1401 JFK BLVD 10TH FLOOR ROOM 1030 PHILADELPHIA PA 19102 236003047 501(C)(3) 8333 0 EARLY CHILDHOOD LEARNING CITY YEAR LITTLE ROCK 800 W MARKHAM ST LITTLE ROCK AR 72201 222882549 501(C)(3) 10000 0 EDUCATION HEALTHY START INC 400 N LEXINGTON AVE PITTSBURGH PA 15208 251691864 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING KABOOM INC 4301 CONNECTICUT AVE NW STE ML-1 WASHINGTON WA 20008 521970904 501(C)(3) 25500 0 EARLY CHILDHOOD LEARNING LAUNDRY CARES FOUNDATION 1560 MIDWEST RD SUITE 205 OAKBROOK TERRACE IL 60181 204504242 501(C)(3) 13000 0 EARLY CHILDHOOD LEARNING LITERACY PITTSBURGH 411 SEVENTH AVE SUITE 525 PITTSBURGH PA 15219 251392652 S CORPORATION 16600 0 EARLY CHILDHOOD LEARNING MACEDONIA FAMILY AND COMMUNITY ENRICHMENT CENTER 5001 BAUM BLVD SUITE 400 PITTSBURGH PA 15213 251778222 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING MILLVALE LIBRARY 213 GRANT AVE MILLVALE PA 15209 261401953 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING MUSKEGON AREA INTERMEDIATE SCHOOL DISTRICT 630 HARVEY STREET MUSKEGON MI 49442 381717461 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING NEIGHBORHOOD NORTH MUSEUM OF PLAY 716 14TH STREET BEAVER FALLS PA 15010 864356071 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING READING READY PITTSBURGH PO BOX 81111 PITTSBURGH PA 15217 831255489 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING ROCKY MOUNTAIN INSTITUTE 1820 FOLSOM STREET BOULDER CO 80302 742244146 501(C)(3) 65000 0 CLIMATE SOUTH HILLS INTERFAITH MINISTRIES 5301 PARK AVE BETHAL PARK PA 15102 251213332 CORPORATION 16600 0 EARLY CHILDHOOD LEARNING THE FREE LIBRARY OF PHILADELPHIA FOUNDATION 1901 VINE STREET PHILADELPHIA PA 19103 521173474 501(C)(3) 20000 0 EARLY CHILDHOOD LEARNING THE LEARNING LAMP INC 2025 BEDFORD STREET JOHNSONTOWN PA 15904 200306745 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING THE PATERSON EDUCATION FOUNDATION INC 451 VAN HOUTEN STREET PATERSON NJ 07501 222464316 CORPORATION 15000 0 EARLY CHILDHOOD LEARNING UNITED COMMUNITIES SOUTHEAST PHILADELPHA 2029 S 8TH ST PHILADELPHIA PA 19148 231719860 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING UNIVERSITY OF ARKANSAS CLINTON SCHOOL OF PUBLIC SERVICE 1200 PRESIDENT CLINTON AVENUE LITTLE ROCK AR 72201 716056774 501(C)(3) 125000 0 EDUCATION VENTUREWELL 100 VENTURE WAY HADLEY MA 01035 421727335 501(C)(3) 440000 0 LEADERSHIP AND CIVIC SERVICE WQED MULTIMEDIA 4802 FIFTH AVE PITTSBURGH PA 15213 251010296 501(C)(3) 16600 0 EARLY CHILDHOOD LEARNING 19 3 PART I, LINE 2: THE ORGANIZATION GENERALLY REQUESTS A FINAL REPORT FROM GRANT RECIPIENTS DETAILING THE USE OF GRANT FUNDS. IN SOME CIRCUMSTANCES, ORGANIZATIONS THAT ARE 501C3, OR EQUIVALENT HAVE THE ABILITY TO DEMONSTRATE PROPER USE OF THE FUNDS IN A WAY THAT DOESN'T REQUIRE A REPORT. THE ORGANIZATION ALSO MAKES UNRESTRICTED CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATION FOR WHICH IT DOES NOT REQUIRE A REPORT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 KEVIN THURM CEO 408733 0 0 0 0 0 31671 0 41999 0 482403 0 0 0 BRUCE R LINDSEY COUNSELOR TO THE CHAIR/DIR 361101 0 0 0 0 0 18300 0 30944 0 410345 0 0 0 LANCE KING CHIEF DEVELOPMENT OFFICER 278976 0 0 0 0 0 16913 0 30944 0 326833 0 0 0 AMY SANDGRUND-FISHER GC / ASST. SEC / CHIEF HR 261518 0 0 0 0 0 15767 0 41999 0 319284 0 0 0 CRAIG MINASSIAN CHIEF COMMUNICATIONS AND M 259768 0 0 0 0 0 15767 0 43749 0 319284 0 0 0 GREG MILNE CEO/CGI 230908 0 0 0 0 0 13973 0 42699 0 287580 0 0 0 PATTI MILLER CEO, TOO SMALL TO FAIL 225639 0 0 0 14639 0 13637 0 29694 0 283609 0 0 0 STEPHANIE S STREETT EXEC. DIR, SECRETARY 217523 0 0 0 0 0 13232 0 43749 0 274504 0 0 0 MIKE HEMPHILL DIRECTOR OF LEADERSHIP DEV 199851 0 0 0 0 0 12000 0 28194 0 240045 0 0 0 KATRINA OWOH CFO 175283 0 0 0 0 0 10650 0 42949 0 228882 0 0 0 VERONIKA SHIROKA DIR. OF TALENT MANAGEMENT 186381 0 0 0 0 0 11357 0 28782 0 226520 0 0 0 COREY GANSSLEY DIRECTOR OF SCHEDULING AND 198387 0 0 0 0 0 13637 0 13406 0 225430 0 0 0 PART I, LINE 1A ON A CASE BY CASE BASIS, WILLIAM J. CLINTON AND CHELSEA V. CLINTON MAY HAVE REQUIRED TRAVEL VIA FIRST CLASS. IN ADDITION, ON A CASE BY CASE BASIS DUE TO SECURITY MEASURES, WILLIAM J. CLINTON MAY HAVE REQUIRED TRAVEL VIA CHARTER. PART I, LINE 1B THE CLINTON FOUNDATION HAS A TRAVEL EXPENSE REIMBURSEMENT POLICY APPLICABLE TO OFFICERS AND KEY EMPLOYEES. THE POLICY PROVIDES THAT TRAVEL SHOULD OCCUR AT REGULAR ECONOMY FARES, WITH CERTAIN LIMITED EXCEPTIONS WHEN AIR TRAVEL EXCEEDS 12 HOURS. IN THESE LIMITED CIRCUMSTANCES, TRAVEL MAY BE VIA THE LOWEST COMMERCIAL CLASS ABOVE ECONOMY, WHICH IS TYPICALLY BUSINESS CLASS. X 845205 FMV X 10 1135116 FMV 0 1 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF DONORS. FORM 990 PART I LINE 1 THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION ("CLINTON FOUNDATION") CONTINUES PRESIDENT CLINTON'S LEGACY OF PUTTING PEOPLE FIRST. TO ACHIEVE THIS, THE CLINTON FOUNDATION WORKS WITH STRATEGIC PARTNERS TO DEVELOP AND IMPLEMENT PROGRAMS THAT CREATE ECONOMIC OPPORTUNITY, IMPROVE PUBLIC HEALTH, AND INSPIRE CIVIC ENGAGEMENT AND SERVICE. WE CREATE ECONOMIC OPPORTUNITY BY ASSISTING FARMERS IN AFRICA TO INCREASE THEIR YIELDS AND INCOMES; COMBATING THE EFFECTS OF CLIMATE CHANGE THROUGH RENEWABLE ENERGY EFFORTS IN ISLAND NATIONS; AND MOBILIZING RELIEF EFFORTS IN THE WAKE OF NATURAL DISASTERS IN THE CARIBBEAN. WE WORK TO IMPROVE PUBLIC HEALTH BY CONFRONTING CHALLENGES SUCH AS THE OPIOID EPIDEMIC AND CHILDHOOD OBESITY; AND SUPPORTING PARENTS AND CAREGIVERS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH TO PROMOTE EARLY BRAIN AND LANGUAGE DEVELOPMENT. WE INSPIRE CIVIC ENGAGEMENT AND SERVICE THROUGH PROGRAMS THAT HELP COLLEGE STUDENTS IMPROVE THE LIVES OF OTHERS AND CHANGE THE WORLD; SUPPORT NETWORKS THAT FOSTER WOMEN'S LEADERSHIP IN THE RENEWABLE ENERGY SECTOR; AND A PARTNERSHIP AMONG THE PRESIDENTIAL LIBRARIES OF PRESIDENT CLINTON, PRESIDENT GEORGE W. BUSH, GEORGE H.W. BUSH, AND LYNDON B. JOHNSON TO CULTIVATE PROMISING LEADERS FROM THE BUSINESS, ACADEMIC, PUBLIC SERVICE, NONPROFIT, AND MILITARY SECTORS AS THEY SEEK TO CREATE POSITIVE CHANGE ON THE ISSUES CONFRONTING THEIR COMMUNITIES. THE FOUNDATION ALSO OPERATES THE CLINTON PRESIDENTIAL CENTER IN LITTLE ROCK, WHICH PROVIDES YEAR-ROUND CULTURAL AND EDUCATIONAL OPPORTUNITIES AND IS HOME TO THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM, ONE OF THE LARGEST ARCHIVAL COLLECTIONS IN AMERICAN PRESIDENTIAL HISTORY. FORM 990 PART III LINE 1 THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION ("CLINTON FOUNDATION") FURTHERS PRESIDENT CLINTON'S LIFETIME OF PUBLIC SERVICE AND LEGACY OF PUTTING PEOPLE FIRST. TO ACHIEVE THIS, WE WORK WITH STRATEGIC PARTNERS TO DEVELOP AND IMPLEMENT PROGRAMS THAT EXPAND ECONOMIC OPPORTUNITY, IMPROVE PUBLIC HEALTH, CONFRONT THE CLIMATE CRISIS, AND INSPIRE CITIZEN ENGAGEMENT AND SERVICE. IN 2022, WE SCALED UP OUR CONVENING MODEL, TO BRING TOGETHER ESTABLISHED AND EMERGING GLOBAL LEADERS TO CREATE AND IMPLEMENT SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES. THROUGH THE CLINTON GLOBAL INITIATIVE, WE WORK WITH PARTNERS TO DEVELOP COMMITMENTS TO ACTION NEW, SPECIFIC, AND MEASURABLE ACTIONS IN CLIMATE RESILIENCE, HEALTH EQUITY, AND INCLUSIVE ECONOMIC RECOVERY AND GROWTH. THE FOUNDATION OPERATES THE CLINTON PRESIDENTIAL CENTER IN LITTLE ROCK, WHICH EDUCATES NEW GENERATIONS ON THE ENDURING LESSONS OF PRESIDENT CLINTON'S LIFETIME OF PUBLIC SERVICE, PROVIDES YEAR-ROUND EDUCATIONAL AND CULTURAL PROGRAMMING AND IS HOME TO THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM. FORM 990 PART III LINE 4A THE WILLIAM J. CLINTON PRESIDENTIAL CENTER AND PARK ("CLINTON CENTER") IS THE HOME OF THE LITTLE ROCK OFFICES OF THE CLINTON FOUNDATION; IS THE SITE OF OPERATIONS FOR THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM AND THE CLINTON SCHOOL OF PUBLIC SERVICE (A BRANCH OF THE UNIVERSITY OF ARKANSAS SYSTEM, NOT A PROGRAM OF THE FOUNDATION); AND IS A MANAGING PARTNER OF THE PRESIDENTIAL LEADERSHIP SCHOLARS PROGRAM, A NATIONAL EXECUTIVE-STYLE LEADERSHIP DEVELOPMENT INITIATIVE. THE CLINTON CENTER PROVIDES YEAR-ROUND EDUCATIONAL AND CULTURAL OPPORTUNITIES TO VISITORS OF ALL AGES THAT REFLECT PRESIDENT CLINTON'S LIFETIME COMMITMENT TO ADVANCING OPPORTUNITY FOR EVERYBODY, INSTILLING RESPONSIBILITY THROUGHOUT OUR SOCIETY, AND CULTIVATING A SENSE OF COMMUNITY WITHIN OUR GREAT NATION. IN 2022, ONE OF THE STRATEGIES USED TO FULFILL THE CLINTON CENTER'S MISSION WAS THE HOSTING OF "WOMEN'S VOICES, WOMEN'S VOTES, WOMEN'S RIGHTS," AN INTERNATIONAL SUMMIT EXPLORING THE UNFINISHED BUSINESS OF THE 21ST CENTURY WOMEN'S EQUALITY. SECRETARY CLINTON AND CHELSEA CLINTON BROUGHT TOGETHER GLOBAL LEADERS AT THE FOREFRONT OF EFFORTS TO DEFEND AND EXPAND THE RIGHTS OF WOMEN AND MARGINALIZED PEOPLE WORLDWIDE. THIS SUMMIT WAS HELD IN CONJUNCTION WITH AN EXHIBITION OF A COLLECTION OF 18 ART QUILTS DISPLAYED ALONGSIDE HISTORIC ARTIFACTS AND DOCUMENTS EXPLORING THE RISKS WOMEN AND THEIR ALLIES TOOK, AND ARE STILL TAKING, TO WIN THE VOTE, EXPAND DEMOCRACY, AND ELEVATE HUMAN RIGHTS OVER THE PAST TWO CENTURIES. FORM 990 PART III LINE 4B THE CLINTON GLOBAL INITIATIVE ("CGI") WORKS TO CONVENE A COMMUNITY OF DOERS TO TAKE ACTION TOGETHER ON THE WORLD'S MOST PRESSING CHALLENGES. FOR THE FIRST TIME SINCE 2016, THE CGI COMMUNITY CAME BACK TOGETHER IN NEW YORK CITY IN SEPTEMBER OF 2022. CGI COMMITMENT-MAKERS ANNOUNCED 144 NEW SOCIAL IMPACT PROJECTS ("COMMITMENTS TO ACTION). WHEN FULLY FUNDED AND IMPLEMENTED, AMONG OTHER IMPACTS, THE PROJECTS WILL LEAD TO 12.8 MILLION PATIENTS RECEIVING INCREASED ACCESS TO PRIMARY CARE SERVICES, 27,000 PHYSICIANS AND HEALTH WORKERS RECEIVING TRAINING TO IMPROVE HEALTH CARE SERVICES, 3.5 MILLION TONS OF CARBON DIOXIDE OR EQUIVALENT BEING REDUCED OR AVOIDED, AND 2.7 MILLION OPPORTUNITIES BEING CREATED FOR JOB TRAINING AND SKILLS DEVELOPMENT. FORM 990 PART III LINE 4C TOO SMALL TO FAIL, THE EARLY CHILDHOOD INITIATIVE OF THE CLINTON FOUNDATION, IS LEADING A PUBLIC AWARENESS AND ACTION CAMPAIGN TO PROMOTE THE IMPORTANCE OF EARLY BRAIN AND LANGUAGE DEVELOPMENT AND TO SUPPORT PARENTS AND CAREGIVERS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH. IN 2022, AMONG OTHER ACCOMPLISHMENTS, PARTNERS TRANSFORMED THREE MICHIGAN GOODWILL STORES INTO A "LEARNING ADVENTURE," CREATING DECALS, POSTERS, AND CARDS IN ENGLISH AND SPANISH TO PROMOTE TALKING, READING, AND SINGING THROUGHOUT THE STORE. SURVEY RESPONDENTS OVERWHELMINGLY REPORTED MORE ENGAGEMENT WITH THEIR CHILDREN WHEN PROMPTED BY THE SIGNS, AND THAT THE WELCOMING ENVIRONMENT MADE THEM WANT TO SHOP AT THE SPECIFIC STORE MORE OFTEN. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS PROVIDES GOVERNANCE AND OVERSIGHT FOR THE FOUNDATION'S AFFAIRS. THE FOUNDATION'S BYLAWS ESTABLISH TWO CLASSES OF DIRECTORS: CLASS A AND CLASS B . ACTIONS BY THE BOARD REQUIRE THE SUPPORT OF A MAJORITY OF DIRECTORS ELIGIBLE TO VOTE, INCLUDING AT LEAST ONE CLASS A DIRECTOR. THE CLASS A DIRECTORS CONSIST OF WILLIAM J. CLINTON AND CHELSEA V . CLINTON. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS ARE CLASS B DIRECTORS. THERE IS ALSO AN EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CLASS A DIRECTORS AND AN ADDITIONAL MEMBER OF THE BOARD ELECTED BY THE CLASS A DIRECTORS . THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD BETWEEN MEETINGS, AND RESERVES THE EXCLUSIVE AUTHORITY TO REVIEW AND APPROVE DECISIONS RELATED TO THE USE OF THE CLINTON NAME AND THE RENAMING OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM JEFFERSON CLINTON AND CHELSEA V. CLINTON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 IS CIRCULATED TO THE BOARD, AMONG THE VARIOUS OFFICERS AND AMONG THE VARIOUS INITIATIVE HEADS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. THE ANNUAL DISCLOSURES ARE REVIEWED BY COUNSEL AND IF ANY POTENTIAL CONFLICT EXISTS, IT WOULD BE EXAMINED AND APPROPRIATE ACTION WOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 WE PERFORM AN INTERNAL ANALYSIS BASED ON MARKET DATA DERIVED FROM MULTIPLE INDEPENDENT COMPENSATION SURVEY PROVIDERS (ERI, TCS, HRPANO, AND PRI) AS A BASELINE. WE THEN ASK THE COMPENSATION ANALYSIS COMPANY QUATT ASSOCIATES, INC. TO PERFORM A SEPARATE, INDEPENDENT ANALYSIS OF THE NON-PROFIT MARKET. THESE ARE COMPARED FOR A FINAL CALCULATION, AND THE QUATT ANALYSIS IS THE CONTROLLING ONE WHEN IT COMES TO CALIBRATING THE EXECUTIVE COMPENSATION. THIS COMPENSATION IS THEN SIGNED OFF ON BY THE BOARD OF DIRECTORS BEFORE IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT AVAILABLE ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTION REFUND PRIOR YEAR -100. PROVISION FOR UNCOLLECTIBLE PLEDGES -53,930. DECONSOLIDATION OF ACACIA 1,000. CLINTON FOUNDATION HONG KONG 16/F TAK SHING HOUSE THEATER L HONG KONG HK CF PROGRAMS HK 0 0 BILL HILLARY & CHELSEA CLINTON FOUNDATION ACACIA DEVELOPMENT CO 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 811675271 INVESTMENT DE BILL HILLARY & CHELSEA CLINTON FOUNDATION C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0