2023-11-14T13:18:50-06:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-01-01 571174548 100 WOMEN IN FINANCE FOUNDATION 100W 2125880350 888C 8TH AVENUE 453 NEW YORK NY 10019 NICOLE WILEY INTERIM CEO 2125880350 2023-11-13 1 NICOLE WILEY 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICOLE WILEY 888C 8TH AVENUE 453 NEW YORK NY 10019 2757898 0 X WWW.100WOMEN.ORG X 2003 NY SEE SCHEDULE O. 17 17 2 600 0 0 2671819 1770790 23500 434595 -4831 553 0 192498 2690488 2398436 182915 485705 0 0 440310 491820 0 0 108790 785723 1432771 1408948 2410296 1281540 -11860 2822077 2751624 109380 50060 2712697 2701564 X SEE SCHEDLE O. 0 0 1158405 485705 434595 SEE SCHEDULE O. 272787 JUMPSTART. THE 100 WOMEN IN FINANCE JUMPSTART PROGRAM PROVIDES COLLEGE-AGE STUDENTS WITH AN INTRODUCTION TO THE FINANCIAL SERVICES INDUSTRY AND THE OPPORTUNITY TO MEET EXPERIENCED FINANCIAL PROFESSIONALS. THROUGH A VIRTUAL EXPERIENCE, STUDENTS RECEIVE CAREER GUIDANCE, INTERVIEWING AND NETWORKING TIPS, AND OPPORTUNITIES TO INTERACT WITH PROFESSIONALS, RECRUITERS AND FELLOW STUDENTS FROM AROUND THE GLOBE. 233306 LAUNCH ME. THE 100 WOMEN IN FINANCE LAUNCHME PROGRAM IS A COMPREHENSIVE MENTORSHIP AND ADVOCACY INITIATIVE THAT HELPS CAREER READY STUDENTS TO RPOFESSIONALS AND INDUSTRY FIRMS. STUDENT PARTICIPANTS ARE MATCHED WITH INDUSTRY LEADERS FOR A YEAR-LONG STRUCTURED PROGRAM. IN ADDITION TO BEING A POSITIVE GUIDING FORCE MENTORS MAY ASSIST WITH PROFESSIONAL SPONSORSHIP, CAREER COACHING AND PLANNING, HIGH IMPACT SKILL RECOMMENDATIONS AND INDUSTRY INSIGHTS, INTRODUCTIONS AND EXPANSION OF PROFESSIONAL NETWORKS AND INTERNSHIP AND FULL-TIME OPPORTUNITY IDENTIFICATION. 23400 INDIA: 100 WOMEN IN FINANCE HAS TAKEN FORWARD OUR INITIATIVES IN INDIA, AND WE ARE LOOKING FOR LOCAL WF MEMBERS, STARTING IN MUMBAI TO JOIN OUR WORKING GROUP. THE WORKING GROUPS ARE MADE UP OF DIVERSE, HIGHLY TALENTED PROFESSIONAL FROM ACROSS THE INDUSTY IN THEIR COUNTRIES. 23400 1687898 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 1 2 1 0 1 HK 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA CT IL MA MN NJ NY PA FL X JOAN WERNER 6095298032 230 WEST 18TH STREET SHIP BOTTOM NJ 08008 DIANA CANTOR CHAIR 5.00 5.00 X X 0 0 0 ELAINE CROCKER VICE-CHAIR 3.00 3.00 X X 0 0 0 CAROLE CRAWFORD TREASURER 3.00 3.00 X X 0 0 0 LISA PETRELLI SECRETARY 3.00 3.00 X X 0 0 0 DAGMAR BAEUERLE DIRECTOR 1.00 1.00 X 0 0 0 RUPAL BHANSALI DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINA BODDEN DIRECTOR 1.00 1.00 X 0 0 0 SARAH DYER DANA DIRECTOR 1.00 1.00 X 0 0 0 JENNY DUNN DIRECTOR 1.00 1.00 X 0 0 0 ULRIKE HOFFMANN-BURCHARDI DIRECTOR 1.00 1.00 X 0 0 0 WAYNE LEE DIRECTOR 1.00 1.00 X 0 0 0 MICHELLE MORRIS DIRECTOR 1.00 1.00 X 0 0 0 BARBARA NOVICK DIRECTOR 1.00 1.00 X 0 0 0 ARCHANA PAREKH DIRECTOR 1.00 1.00 X 0 0 0 JUDY POSNIKOFF DIRECTOR 1.00 1.00 X 0 0 0 ULRIKA ROBERTSSON DIRECTOR 1.00 1.00 X 0 0 0 ARMANDO SENRA DIRECTOR 1.00 1.00 X 0 0 0 AMANDA PULLINGER FMR CEO 30.00 10.00 X 0 434325 22144 ANN HENRY FORMER CFO 28.00 12.00 X 0 167840 21108 NICOLE WILEY COO AND CDO 30.00 10.00 X 0 68437 6374 CHAITALI PATEL CHIEF IMPACT OFFICER 40.00 1.00 X 128750 0 10601 128750 670602 60227 1 0 1 0 0 932845 837945 1770790 PROGRAM REVENUE 900099 434595 434595 434595 553 553 551960 932845 359462 192498 192498 2398436 434595 0 193051 X 175000 175000 310705 310705 139351 90869 30120 18362 299094 195037 64646 39411 10595 6909 2290 1396 13326 8690 2880 1756 29454 19207 6366 3881 6196 6196 24300 24300 373092 321545 51547 37542 37542 89326 89326 327934 327934 2916 2916 5087 5087 PRGM DEVELOPMENT EVENTS 522394 522394 GALA OTHER EXPENSES 43984 43984 2410296 1687898 613608 108790 2459814 2382334 237877 162330 51796 87633 70920 107103 18035 5811 1670 12224 2822077 2751624 23579 40060 85801 10000 109380 50060 X 2490954 2665909 221743 35655 2712697 2701564 2822077 2751624 -11860 727 0 X 0 1 X 1 0 X 2048066 1910868 1419193 2671819 1770790 9820736 2048066 1910868 1419193 2671819 1770790 9820736 1228949 8591787 4237 4387 3358 -4831 553 7704 9828440 100474 0.87420 0.88160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18035 5811 12224 12224 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANT MAKING PROGRAM SERVICES 210705 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT MAKING PROGRAM SERVICES 50000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT MAKING PROGRAM SERVICES 35000 NORTH AMERICA 0 0 GRANT MAKING PROGRAM SERVICES 15000 0 0 0 0 0 0 310705 0 310705 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SUPPORT 38310 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SUPPORT 67042 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SUPPORT 76620 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SUPPORT 22348 WIRE 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PROGRAM SUPPORT 6385 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, PROGRAM SUPPORT 35000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 17500 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 15000 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 7500 WIRE 0 5 14 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION'S CHIEF IMPACT OFFICER LIASES, COLLABORATES AND MONITORS THE GRANT RECIPIENTS' USES OF 100WF GRANTS. PART III ACCOUNTING METHOD: NY GALA 2022 1085776 932845 152931 29351 173563 15497 HONG KONG GALA 2022 399029 399029 39383 58802 2043 40823 1484805 932845 551960 68734 232365 2043 56320 359462 192498 1 BREAKTHROUGH MIAMI 3250 SW 3RD AVE 6TH FLOOR MIAMI FL 33129 262105534 501(C)(3) 15000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN COUNCIL FOR ECONOMIC EDUCATION 122 EAST 42ND STREET SUITE 1012 NEW YORK NY 10168 131623848 501(C)(3) 15000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN EDUCATE GIRLS GLOBALLY INC 5178 MOWRY AVE STE 144 FREEMONT CA 94538 943350821 501(C)(3) 10000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN GIRLS WHO INVEST INC 28 LIBERTY STREET 6TH FLOOR NEW YORK NY 10005 473894644 501(C)(3) 25000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN JUNIOR ACHIEVEMENT OF GREATER MIAMI 2124 NE 123RD STREET SUITE 206 NORTH MIAMI FL 33181 590807486 501(C)(3) 10000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN STEM FOR HER FOUNDATION 200 LITTLE FALLS DR SUITE 205 FALLS CHURCH VA 22046 900136831 501(C)(3) 20000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN THE JOYCE IVY FOUNDATION PO BOX 2396 ANN ARBOR MI 48106 204008024 501(C)(3) 20000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN THE SADIE COLLECTIVE 6890 MAPLE ST APT 4 WASHINGTON DC 20009 841851485 501(C)(3) 10000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN UNIVERSITY IMPACT 3305 N UNIVERSITY AVE SUITE 275 PROVO UT 84604 821504018 501(C)(3) 10000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN WALL STREET BOUND 316 W 93RD STREET 9F NEW YORK NY 10025 841973939 501(C)(3) 10000 0 SUPPORT ORGANIZATIONS WORKING TO EMPOWER WOMEN 11 PART I, LINE 2: WE CONDUCT EXTENSIVE FINANCIAL AND OPERATIONAL DUE DILIGENCE BEFORE SELECTING A BENEFICIARY. WE FOLLOW UP 9 MONTHS AFTER MAKING THE GRANT WITH DUE DILIGENCE ON THE USE OF FUNDS. X 1 1 X X X 1 0 0 0 0 0 0 0 0 AMANDA PULLINGER FMR CEO 0 364325 0 70000 0 0 0 5000 0 17144 0 456469 0 0 ANN HENRY FORMER CFO 0 157840 0 10000 0 0 0 5000 0 16108 0 188948 0 0 PART I, LINE 4A ANN HENRY, FMR. CFO RECEIVED $40,129 IN SEVERANCE DURING 2022. PART I - LINE 1 100 WOMEN IN FINANCE FOUNDATION (THE "FOUNDATION") STRENGTHENS THE GLOBAL FINANCE INDUSTRY BY EMPOWERING WOMEN TO ACHIEVE THEIR PROFESSIONAL POTENTIAL AT EACH CAREER STAGE. OUR WORK INSPIRES, EQUIPS AND ADVOCATES FOR A NEW GENERATION OF INDUSTRY LEADERSHIP IN WHICH WOMEN AND MEN SERVE AS INVESTMENT PROFESSIONALS AND EXECUTIVES EQUAL IN ACHIEVEMENT AND IMPACT. PART III - LINE 1 100WF FOUNDATION RAISES FUNDS FOR 100WF'S IMPACT WORK, WHICH AIMS FOR GREATER REPRESENTATION OF WOMEN IN INVESTMENT AND EXECUTIVE ROLES BY FORGING PATHWAYS INTO THE FINANCE INDUSTRY FOR PRE-CAREER WOMEN FROM DIVERSE BACKGROUNDS. PRIOR TO 2019, THE FOUNDATION PROVIDED GRANTS TO CHARITABLE ORGANIZATIONS ENGAGED IN IMPROVING THE HEALTH, EDUCATION, AND/OR SOCIAL WELFARE OF WOMEN AND CHILDREN. DURING 2019 THE FOUNDATION FORMED THE 100 WOMEN IMPACT COLLECTIVE, A 100WF-DESIGNED INITIATIVE TO ACHIEVE ACCELERATED PROGRESS TOWARD THE ORGANIZATION'S VISION FOR 30X40, IN WHICH WOMEN WILL PERFORM 30% OF INVESTMENT AND EXECUTIVE TEAM ROLES IN THE FINANCE INDUSTRY BY 2040. THE 100 WOMEN IMPACT COLLECTIVE IS A SUCCESSOR EFFORT TO 100WF'S INVESTING IN THE NEXT GENERATION INITIATIVES, AND AFFORDS GREATER FOCUS AND FUNDING FOR PROGRAM PARTNERS THAT CREATE PATHWAYS INTO THE FINANCE INDUSTRY FOR PRE-CAREER FEMALE STUDENTS OF DIVERSE BACKGROUNDS, GLOBALLY. DURING 2022, THE FOUNDATION RENAMED THE 100 WOMEN IN FINANCE IMPACT COLLECTIVE, RETURNING TO THE "100 WOMEN IN FINANCE INVESTING IN THE NEXT GENERATION" NAME TO TAKE ADVANTAGE OF THE NAME RECOGNITION DEVELOPED DURING THE EARLIER USE OF THAT NAME THE FOUNDATION MARSHALS THE SIGNIFICANT MONETARY AND TALENT RESOURCES OF 100WF ASSOCIATION'S MEMBERS TO RAISE MONEY AND ENGAGE VOLUNTEERS TO SUPPORT THE FOUNDATION'S MISSION. PART III - LINE 4A INVESTING IN THE NEXT GENERATION. 100 WOMEN IN FINANCE'S INVESTING IN THE NEXT GENERATION INITIATIVE (ING) AIMS TO REACH, INSPIRE, AND SUPPORT YOUNG WOMEN AT HIGH SCHOOL, UNIVERSITY, AND BUSINESS SCHOOL LEVELS WHO WILL BECOME A TALENT PIPELINE FOR THE FUTURE LEADERSHIP OF THE INDUSTRY. THROUGH A NUMBER OF ONGOING INITIATIVES, WE ENCOURAGE PRE-CAREER WOMEN TO LOOK MORE FAVORABLY AT A CAREER IN FINANCE AND INVESTMENTS; CREATE EDUCATIONAL OPPORTUNITIES AND ACCESS POINTS TO SUPPORT YOUNG WOMEN WHO WANT TO JOIN THE INDUSTRY; AND FACILITATE AN ONGOING PEER NETWORK FOR YOUNG WOMEN IN THE INDUSTRY. 100 WOMEN IN FINANCE MAKES GRANTS TO EXTERNAL ORGANIZATIONS THAT PROVIDE DIRECT SERVICES TO TEENAGE GIRLS AND YOUNG WOMEN SO THAT THEY ARE PREPARED, CONFIDENT AND INSPIRED TO PURSUE CAREERS IN THE FINANCE INDUSTRY. 100 WOMEN IN FINANCE ALSO OFFERS FREE MEMBERSHIPS IN 100 WOMEN IN FINANCE TO STUDENTS AND PARTNERS WITH COLLEGES AND UNIVERSITIES TO ENCOURAGE THESE STUDENTS TO REGISTER AS 100 WOMEN IN FINANCE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED TO ALL FOUNDATION BOARD MEMBERS FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE A QUESTIONNAIRE DISCLOSING ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A 15A. THE BOARD OF DIRECTORS EVALUATE THE COMPENSATION AND BENEFITS BEING PAID TO THE CHIEF EXECUTIVE OFFICER, EVALUATING HER PERFORMANCE AGAINST GOALS ESTABLISHED THE PRIOR YEAR. THE BOARD OF DIRECTORS ALSO TAKES INTO ACCOUNT COMPENSATION PAID TO CEO'S AT COMPARABLE ORGANIZATIONS. 15B. FINANCE COMMITTEE REVIEWS COMPENSATION ANNUALLY AS PART OF BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE PUBLIC CAN CONTACT THE CEO REGARDING QUESTIONS, AT ANY TIME, THROUGH THE WEBSITE. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 321,545. MANAGEMENT AND GENERAL EXPENSES 51,547. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 373,092. 100 WF HONG KONG FOUNDATION LIMITED 31/F TOWER TWO TIMES SQUARE 1 MATHESON ST CAU HK FUNDRAISING HK 399447 68053 THE FDN 100 WOMEN IN FINANCE ASSOCIATION 888C 8TH AVE 453 NEW YORK NY 10019 571174550 ASSOCIATION NY 501(C)(6) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 100 WOMEN IN FINANCE ASSOCIATION INC O 720228 FMV