2024-07-24T02:17:30-05:00 2023-12-31 861065772 DELOITTE TAX LLP 111 SOUTH WACKER DRIVE CHICAGO IL 60606 990 2023-01-01 464950751 THE BARACK OBAMA FOUNDATION BARA 7734201700 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 AMMAR RIZKI CHIEF FINANCIAL OFFICER 7734201700 2024-07-23 1 AMMAR RIZKI 999009999 0 PARRISH IVY P00769270 3124861000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z THE OBAMA FOUNDATION VALERIE JARRETT 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 449787983 0 X WWW.OBAMA.ORG X 2014 DC TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD AND TO HONOR THE LEGACY OF PRESIDENT AND MRS. OBAMA. 16 15 312 940 0 0 311359661 129320227 0 0 -2079009 11249957 3587 15920 309284239 140586104 4353903 13395962 0 0 29188444 39242138 540000 897928 19467650 25626117 33926256 59708464 87462284 249575775 53123820 944959493 986582755 19650362 24253363 925309131 962329392 X SEE SCHEDULE O 0 0 34358203 11321633 15920 OBAMA FOUNDATION PROGRAMMING:IN SERVICE OF THE FOUNDATION'S MISSION TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD, THE FOUNDATION CONTINUED TO WORK WITH YOUNG LEADERS IN A VARIETY OF LOCAL, NATIONAL, AND GLOBAL PROGRAMS.SCHOLARS: OUR SCHOLARS PROGRAM SUPPORTS LEADERS AROUND THE WORLD WHO ARE READY TO TAKE THEIR WORK TO THE NEXT LEVEL VIA A ONE-YEAR RESIDENTIAL PROGRAM THAT BRINGS TOGETHER ACADEMIC, SKILLS-BASED, AND HANDS-ON LEARNING. FOR THE 2022-2023 SCHOOL YEAR, THE SCHOLARS PROGRAM INCLUDED 18 SCHOLARS AT THE UNIVERSITY OF CHICAGO AND 12 SCHOLARS AT COLUMBIA UNIVERSITY.LEADERS: LEADERS AFRICA, ASIA-PACIFIC, EUROPE, AND USA ARE EACH LEADERSHIP PROGRAMS AIMED AT BUILDING AND EMPOWERING REGIONAL NETWORKS OF CHANGEMAKERS. THE REGIONAL COHORTS PARTICIPATE IN VALUES-BASED LEADERSHIP TRAINING. THE LEADERS AFRICA PROGRAM BEGAN IN 2018, THE LEADERS ASIA-PACIFIC PROGRAM LAUNCHED IN 2019, THE LEADERS EUROPE PROGRAM LAUNCHED IN 2020, AND THE LEADERS USA PROGRAM LAUNCHED IN 2022. THE AFRICA, ASIA-PACIFIC, AND EUROPE COHORTS EACH CONTAIN 35 MEMBERS, AND THE USA COHORT CONTAINS 100.THE VOYAGER SCHOLARSHIP: THE OBAMA-CHESKY SCHOLARSHIP FOR PUBLIC SERVICE, LAUNCHED IN 2022 WITH THE SELECTION OF 100 STUDENTS TO RECEIVE SCHOLARSHIPS. EACH YEAR, 100 NEW STUDENTS ARE SELECTED TO RECEIVE SCHOLARSHIPS AND PARTICIPATE IN THE TWO-YEAR PROGRAM. THE VOYAGER SCHOLARSHIP IS DESIGNED TO BUILD THE NEXT GENERATION OF LEADERS COMMITTED TO PUBLIC SERVICE THROUGH A TRANSFORMATIONAL COMBINATION OF BARRIER-REDUCING FINANCIAL AID AND MEANINGFUL, EDUCATIONAL TRAVEL EXPERIENCES.GIRLS OPPORTUNITY ALLIANCE: THE GIRLS OPPORTUNITY ALLIANCE SEEKS TOEMPOWER ADOLESCENT GIRLS AROUND THE WORLD THROUGH EDUCATION, ALLOWING THEM TO ACHIEVE THEIR FULL POTENTIAL AND TRANSFORM THEIR FAMILIES,COMMUNITIES, AND COUNTRIES. THE PROGRAM ENGAGES PEOPLE AROUND THE WORLD TO TAKE ACTION TO HELP ADOLESCENT GIRLS AND THE GRASSROOTS LEADERSWORKING TO EDUCATE THEM.MY BROTHER'S KEEPER ALLIANCE: THE MBK ALLIANCE LEADS A NATIONAL CALL TOACTION FOCUSED ON BUILDING SAFE AND SUPPORTIVE COMMUNITIES FOR BOYS AND YOUNG MEN OF COLOR WHERE THEY FEEL VALUED AND HAVE CLEAR PATHWAYS TO OPPORTUNITY. 18440959 2074329 OBAMA PRESIDENTAL CENTER STARTUP:IN 2023 THE OBAMA FOUNDATION CONSTRUCTION ACTIVITIES INCLUDED COMPLETING THE CONCRETE STRUCTURES FOR THE FORUM, LIBRARY AND PARKING GARAGE AND ADVANCING THE MUSEUM STRUCTURE TO 75% OF ITS FINAL HEIGHT. DESIGN OF THE ATHLETIC CENTER ALSO BEGAN. ACTIVITIES ALSO INCLUDED ACCELERATING THE MUSEUM COMPONENT THROUGH OUR ONGOING ARTIFACT COLLECTING ACTIVITY, ARTS COMMISSION, AND ARTS PROGRAM PLANNING; APPLYING BEST PRACTICES FOR PRESERVATION AND MANAGEMENT OF THE MUSEUM COLLECTION; AND ADVANCING PLANNING AND DEVELOPMENT FOR OUR INAUGURAL EXHIBITIONS AND VISITOR EXPERIENCE. 52799162 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 179 0 1 312 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NY OK OR PA RI SC TN VA WI WV X X AMMAR RIZKI CHIEF FINANCIAL OFFICER 7734201700 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 VALERIE JARRETT DIRECTOR/CEO 40.00 0.00 X X 740000 0 14948 DAVID PLOUFFE DIRECTOR/VP/SECRETARY 1.00 0.00 X X 0 0 0 GLENN HUTCHINS DIRECTOR/VICE CHAIRPERSON 10.00 0.00 X X 0 0 0 JOHN KEVIN POORMAN DIRECTOR/PRESIDENT 10.00 0.00 X X 0 0 0 MARTIN H NESBITT DIRECTOR/CHAIRPERSON 10.00 0.00 X X 0 0 0 PENNY PRITZKER DIRECTOR/VICE CHAIRPERSON 10.00 0.00 X X 0 0 0 ROBERT WOLF DIRECTOR/VP/TREASURER 2.00 0.00 X X 0 0 0 BRODERICK JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 CONNIE BALLMER DIRECTOR 1.00 0.00 X 0 0 0 DEMOND MARTIN DIRECTOR 1.00 0.00 X 0 0 0 DR MAHALIA A HINES DIRECTOR (END 6/23) 1.00 0.00 X 0 0 0 JOHN ROGERS DIRECTOR 1.00 0.00 X 0 0 0 JUAN SALGADO DIRECTOR 1.00 0.00 X 0 0 0 JULIANNA SMOOT DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SACKS DIRECTOR 1.00 0.00 X 0 0 0 SEAN PARKER DIRECTOR 1.00 0.00 X 0 0 0 THELMA GOLDEN DIRECTOR 1.00 0.00 X 0 0 0 AMMAR RIZKI CFO 40.00 0.00 X 364246 0 23730 DAVID SIMAS PRESIDENT (END 4/23) 40.00 0.00 X 193968 0 14836 ROBBIN COHEN EVP, OPC 40.00 0.00 X 613100 0 36002 ALFREDA BRADLEY-COAR EVP, CHIEF LEGAL & PEOPLE OFFICER 40.00 0.00 X 424769 0 14565 CHRISTINA TCHEN EVP, STRATEGY & IMPACT 40.00 0.00 X 400000 0 23730 LORI T HEALEY SVP, EXECUTIVE PROJECT OFFICER 40.00 0.00 X 369886 0 23730 MICHAEL STRAUTMANIS EVP, EXTERNAL AFFAIRS 40.00 0.00 X 353477 0 36002 LAURA LUCAS MAGNUSON EVP, GLOBAL PROGRAMS 40.00 0.00 X 362801 0 24138 DANIEL MCGREGOR SVP, DEVELOPMENT 40.00 0.00 X 320240 0 23940 CHARMAINE WILLIAMS SVP, CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 305169 0 13704 LOUISE BERNARD SVP, MUSEUM DIRECTOR 40.00 0.00 X 289424 0 22107 KORI SCHULMAN SVP, CREATIVE & COMMUNICATIONS 40.00 0.00 X 234856 0 32557 JAMIE-CLARE PICKENS VP, DEPUTY GENERAL COUNSEL 40.00 0.00 X 304991 0 22730 ELISABETH SICILIANO SVP, STRATEGY, GOVERNANCE & RISK 40.00 0.00 X 284376 0 26878 RACHEL RAUSCHER VP, DEVELOPMENT OPERATIONS 40.00 0.00 X 264837 0 21124 ROARK FRANKEL DIRECTOR OF PLANNING & DELIVERY 40.00 0.00 X 256488 0 27127 CAITLIN GILMORE VP, FUNDRAISING & DEVELOPMENT 40.00 0.00 X 264837 0 11959 GABRIELA FRAGA FORMER SVP, PRODUCT & TECHNOLOGY 40.00 0.00 X 150562 0 17778 6498027 0 431585 142 1 1 0 LAKESIDE ALLIANCE 2636 W 15TH AVE GARY IN 46404 CONSTRUCTION SERVICES 150993348 TOD WILLIAMS BILLIE TSIEN ARCHITECT 222 CENTRAL PARK SOUTH NEW YORK NY 10019 ARCHITECTS 4601855 AGENCY EA 311 W WALTON ST CHICAGO IL 60610 EVENT MANAGEMENT 4496375 AB DATA LTD 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL SERVICES 2301450 CLAYCOARDMORE RODERICK JV 2199 INNERBELT BUSINESS CENTER DRIV ST LOUIS MO 63114 CONSTRUCTION MANAGEMENT 2068609 59 129320227 64988337 129320227 9145673 9145673 311306163 309089479 112400 2216684 -112400 2104284 2104284 15920 0 15920 15920 140586104 15920 0 11249957 9348573 9348573 4047389 4047389 5122498 2664930 1674684 782884 27365683 13291388 7968103 6106192 1321538 649063 392245 280230 2970969 1459168 881811 629990 2461450 1208922 730581 521947 252069 168477 83592 57200 57200 897928 897928 76583 76583 8269974 7364681 246637 658656 6474349 162725 283958 6027666 2785092 1395761 746504 642827 1318012 875922 329709 112381 4104057 2866470 372033 865554 7234497 5534207 41507 1658783 780002 575340 178864 25798 266302 159190 68608 38504 COMMUNICATIONS 1511520 576640 873922 60958 PROFESSIONAL DEVEL. 252390 67756 106464 78170 COLLECTIONS 162179 162179 PROGRAM CONTRACTUAL 160237 160237 221793 60144 82467 79182 87462284 52799162 15195472 19467650 241474849 192413497 360355002 251945329 2213478 3787068 401174086 3213186 224932662 397960900 107256456 132935177 8727046 7540784 944959493 986582755 16381702 19788156 1390000 3066667 1878660 1398540 19650362 24253363 X 511752615 657447799 413556516 304881593 925309131 962329392 944959493 986582755 X 53123820 2167235 52472 19500 -18342766 X 0 1 X 1 0 X 139662706 171102620 159660416 311359661 129320227 911105630 139662706 171102620 159660416 311359661 129320227 911105630 201911289 709194341 1682892 393895 30586 1028436 9145673 12281482 923387112 63802 0.76800 0.76540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 52799162 52799162 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 X 0 1005128 0 18123 1023251 1000053 0 5075 0 0 0 1005128 0 1000000 53 0 0 0 1000053 1.00000 0.00000 0.00000 0 0 1848220 1650536 197684 1267365 1115683 151682 398058501 446967 397611534 397960900 OPERATING LEASE LIABILITY 1398540 1398540 X 144022983 2167235 1123560 3290795 140732188 -146084 -146084 140586104 107002722 1071088 -19500 18488850 19540438 87462284 0 87462284 PART III, LINE 1A: THE FOUNDATION ACQUIRES ITS COLLECTIONS BY PURCHASE OR BY DONATION. THE FOUNDATION'S COLLECTIONS MANAGEMENT POLICY INCLUDES GUIDANCE ON THE FOUNDATION'S COLLECTIONS STEWARDSHIP RESPONSIBILITIES FROM INTAKE AND ACQUISITION THROUGH PRESERVATION, ACCESS AND USE, AND DEACCESSIONING AND DISPOSAL OF MATERIALS THAT NO LONGER SUPPORT THE FOUNDATION'S PUBLIC MISSION. THIS POLICY DOES NOT PERTAIN DIRECTLY TO THE MANAGEMENT OF THE OBAMA PRESIDENTIAL ARCHIVE, WHICH IS MAINTAINED AS A SEPARATE COLLECTION PROPERTY OF THE NATIONAL ARCHIVES AND RECORDS ADMINISTRATION AND IS NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION OF THE FOUNDATION, NOR IS THE FOUNDATION RESPONSIBLE FOR THE MAINTENANCE OR PRESERVATION OF ITEMS IN THESE COLLECTIONS. THE VALUE OF THE FOUNDATION'S COLLECTIONS IS NOT SUBJECT TO REASONABLE ESTIMATE, AND THEREFORE ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE PERIOD OF ACQUISITION, UNLESS THE ITEMS WERE PURCHASED WITH DONOR RESTRICTED FUNDS IN WHICH CASE THEY ARE SHOWN AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS. PROCEEDS FROM THE SALE OF DEACCESSIONED MATERIALS WILL BE UTILIZED EXCLUSIVELY FOR THE PURCHASE OF FUTURE COLLECTION ACQUISITIONS, INCLUDING COSTS DIRECTLY RELATED TO OBTAINING, CONSERVING, OR PROCESSING NEW ACQUISITIONS. DEACCESSIONING PROCEEDS WILL NOT BE USED TO PAY FOR DIRECT CARE OF THE COLLECTION BEYOND THE INITIAL COST OF ACQUISITION. PART III, LINE 4: THE MUSEUM COLLECTIONS WILL DOCUMENT THE HISTORY OF PRESIDENT AND MRS. OBAMA AND THE OBAMA ADMINISTRATION, FRAME THESE NARRATIVES IN A BROADER HISTORICAL CONTEXT AND WITH AN EMPHASIS ON CIVIC DISCOURSE, AND CONNECT THESE STORIES TO THE MOVEMENTS AND MILESTONES THAT HAVE HELPED TO SHAPE THE NATION AND THE WORLD OVER TIME. THE MUSEUM COLLECTIONS WILL SUPPORT AND ADVANCE THE PUBLIC MISSION AND PURPOSE OF THE OBAMA PRESIDENTIAL CENTER (OPC), INCLUDING THE DEVELOPMENT OF A CORE EXHIBITION, SPECIAL EXHIBITIONS PROGRAM, AND PUBLIC PROGRAMMING; THE OPC EXHIBITIONS AND PUBLIC PROGRAMMING WILL, IN TURN, SUPPORT AND ADVANCE THE BROADER FOUNDATION MISSION TO EMPOWER, INSPIRE, AND CONNECT PEOPLE TO CHANGE THEIR WORLD. THE COLLECTION COMPRISES ARTWORK AS WELL AS HISTORICAL MATERIALS. THE GOAL IN DEVELOPING THE COLLECTION'S ARTS-RELATED HOLDINGS IS TO UPHOLD AND EXPAND UPON THE IMPORTANCE OF THE ARTS AND THE DIVERSE REPRESENTATION OF ARTISTS CELEBRATED IN THE OBAMA WHITE HOUSE ("THE PEOPLE'S HOUSE") IN ORDER TO PRESERVE AND SHARE WORKS OF ENDURING VALUE THAT COMPLEMENT "THE OBAMA ETHOS OF ENGAGEMENT AND UPLIFT". PART V, LINE 4: THE FOUNDATION'S BOARD OF DIRECTORS DESIGNATED $1,000,000 TO FUNCTION AS AN ENDOWMENT FOR FUTURE OPERATIONS OF THE OBAMA PRESIDENTIAL CENTER. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. ACCORDINGLY, NO PROVISION FOR SUCH TAXES HAS BEEN RECOGNIZED IN THESE FINANCIAL STATEMENTS. US GAAP REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS OR STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL -112,400. SELLING EXPENSES -33,684. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 112,400. SELLING EXPENSES 33,684. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE AMOUNTS 18,342,766. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ENGAGEMENT, OUTREACH, AND RESEARCH 1011000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 FUNDRAISING ACTIVITIES 200000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ENGAGEMENT, OUTREACH, AND RESEARCH 893000 SUB-SAHARAN AFRICA 0 0 FUNDRAISING ACTIVITIES 61000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ENGAGEMENT, OUTREACH, AND RESEARCH 123000 0 1 0 0 0 1 2288000 0 2288000 0 0 0 0 0 0 PART I, LINE 3: THE EXPENDITURES ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("U.S. GAAP"). X X X X X 1 AB DATA LTD 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL STRATEGY 0 5326663 352000 4974663 ORR GROUP 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 DEVELOPMENT STRATEGY 0 200886 120000 80886 COMMUNITY BOOST CONSULTING 2907 SHELTER ISLAND DR SUITE 105 SAN DIEGO CA 92106 DIGITAL FUNDRAISING STRATEGY 0 144970 50178 94792 SD&A TELESERVICES INC 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 DIRECT RESPONSE CONSULTING 0 15259 61375 -46116 TELEFUND LLC 294 WASHINGTON ST SUITE 501 BOSTON MA 02108 TELEMARKETING 0 3008 9801 -6793 COMMUNITY FIRST - AMERICA'S CHARITIES 14200 PARK MEADOW DRIVE SUITE 330S CHANTILLY VA 20151 DIRECT RESPONSE CONSULTING 0 2538 9417 -6879 PUBLIC INC 26 SOHO STREET SUITE 102 TORONTO ONTARIO CA 1Z7 CAUSE MARKETING STRATEGY 0 405 45000 -44595 DAVID A SMITH 47 SALISBURY MANSIONS ST ANNS ROA LONDON LONDON UK N15 3TP FUNDRAISING CONSULTANT 0 0 140000 -140000 INTEGRAL 1350 CONNECTICUT AVE NW SUITE 206 WASHINGTON DC 20036 SOLICITATION REPORTING AND ANALYSIS 0 0 50000 -50000 KLB DEVELOPMENT LLC 1851 ADAM CLAYTON POWELL BLVD NEW YORK NY 10026 DEVELOPMENT FRONTLINE 0 0 48000 -48000 5693729 885771 4807958 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY PART I, LINE 2B, COLUMN (III): IN ADDITION TO THE $352,000 PAID TO AB DATA LTD. FOR THEIR PROFESSIONAL FUNDRAISING SERVICES IN 2023, THE FOUNDATION ALSO PAID AB DATA LTD. $3,727,273.85 IN COSTS RELATED TO PRINTING, ENVELOPES, POSTAGE AND MAILING LIST RENTAL. THE AGREEMENT WITH AB DATA LTD. DISTINGUISHES DELIVERABLES AND PAYMENTS BASED ON CONSULTATION MANAGEMENT, REPORTING AND ANALYTIC SERVICES VERSUS PACKAGE DEVELOPMENT AND PRODUCTION MANAGEMENT, INCLUDING REIMBURSEMENTS FOR POSTAGE EXPENSES AND MAIL PRODUCTION. 1 GOFUNDMEORG 500 ARGUELLO ST STE 200 REDWOOD CITY CA 94063 812279757 501(C)(3) 2376045 0 SUPPORT GRASSROOTS LEADERS TO EMPOWER GIRLS THROUGH EDUCATION. CHICAGO PARK DISTRICT 4830 S WESTERN AVE CHICAGO IL 60609 366005822 GOVERNMENT ENTITY 1000000 0 SUPPORT FOR NEW MIDWAY PLAYGROUND. TIDES CENTER 1012 TORNEY AVE SAN FRANCISCO CA 94129 943213100 501(C)(3) 1000000 0 SUPPORT LOCAL ORGANIZATIONS THAT ARE WORKING TO REDUCE VIOLENCE IN COMMUNITIES. AFRICAN-AMERICAN EMPOWERMENT NETWORK 2401 LAKE STREET SUITE 110 OMAHA NE 68111 264296811 501(C)(3) 800000 0 SUPPORT MBK MODEL COMMUNITY. IMPACTTULSA INC 907 S DETROIT AVE SUITE 1100B TULSA OK 74120 884361936 501(C)(3) 800000 0 SUPPORT MBK MODEL COMMUNITY. YONKERS CITY SCHOOL DISTRICT YONKERS PUBLIC SCHOOLS 1 LARKIN CENTER 3RD FLOOR YONKERS NY 10701 136007340 GOVERNMENT ENTITY 800000 0 SUPPORT MBK MODEL COMMUNITY. YOUTHBUILD NEWARK INC 571 CENTRAL AVE 2ND FLOOR NEWARK NJ 07107 753187358 501(C)(3) 800000 0 SUPPORT MBK MODEL COMMUNITY. THRIVE CHICAGO 211 W WACKER DRIVE SUITE 1000 CHICAGO IL 60606 472478889 501(C)(3) 391949 0 SUPPORT THE EXPANSION AND ENHANCEMENT OF MBK IN CHICAGO. URBAN ALLIANCE FOUNDATION INC 2030 Q STREET NW WASHINGTON DC 20009 521938443 501(C)(3) 266667 0 SUPPORT YOUTH WITH PROFESSIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES. JOHN JAY COLLEGE FOUNDATION INC 524 W 59TH ST NEW YORK NY 10019 133683676 501(C)(3) 250000 0 SUPPORT FOR MBK CONNECT INITIATIVE AT JOHN JAY COLLEGE OF CRIMINAL JUSTICE . YMCA OF METROPOLITAN CHICAGO 1030 W VAN BUREN ST CHICAGO IL 606072916 362179782 501(C)(3) 57662 0 SUPPORT FOR LOCAL LUNCHBOX PROGRAM. CHAMPS MALE MENTORING PROGRAM - CHIRISE 7131 S CHICAGO AVE CHICAGO IL 60619 812992600 501(C)(3) 25000 0 SUPPORT FOR MBK LONDON PROGRAM. FUND FOR PUBLIC SCHOOLS INC 52 CHAMBERS ST ROOM 305 NEW YORK NY 10007 112656137 18750 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF SERVICE. LIBERTY HILL FOUNDATION 6420 WILSHIRE BOULEVARD STE 700 LOS ANGELES CA 90048 510181191 501(C)(3) 12500 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF SERVICE. NATIONAL ARCHIVES TRUST FUND 8601 ADELPHI ROAD COLLEGE PARK MD 20740 GOVERNMENT ENTITY 750000 0 DIGITIZATION OF RECORDS 14 1 THE VOYAGER SCHOLARSHIP: THE OBAMA-CHESKY SCHOLARSHIP FOR PUBLIC SERVICE 200 4019389 SCHOLARSHIPS FOR MY BROTHER'S KEEPER ALLIANCE CULINARY CAREERS ACCELERATOR 8 28000 PART I, LINE 2: GRANTEES ARE AWARDED BASED ON THE MERITS OF THE APPLICATIONS. ONCE SELECTED, THE ORGANIZATION GRANTEES ARE REQUIRED TO SUBMIT INTERIM ACCOUNTING REPORTS AS WELL AS A FINANCIAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES, AND RESULTS 90 DAYS AFTER THE TERMINATION OF THE GRANT. ONCE SELECTED, INDIVIDUAL GRANTEES ARE REQUIRED TO SUBMIT DOCUMENTATION INDICATING INTENDED ACTIVITIES AND EXPENDITURES TO THE FOUNDATION AND THE SCHOLARSHIP ADMINISTRATION PARTNER, IF APPLICABLE, AS WELL AS REPORT ON THE OUTCOMES AND ENROLLMENT STATUS DURING KEY MOMENTS IN THE PROGRAM TERM. THERE ARE PERIODIC TOUCH POINTS WITH INDIVIDUAL RECIPIENTS THROUGHOUT THE AWARD PERIOD, AND THE FOUNDATION MAY REQUEST ADDITIONAL REPORTING FROM INDIVIDUALS AS APPROPRIATE. X X X X 0 0 0 0 0 0 0 0 0 VALERIE JARRETT DIRECTOR/CEO 740000 0 0 0 0 0 13200 0 1748 0 754948 0 0 0 ROBBIN COHEN EVP, OPC 613100 0 0 0 0 0 13200 0 22802 0 649102 0 0 0 ALFREDA BRADLEY-COAR EVP, CHIEF LEGAL & PEOPLE OFFICER 424769 0 0 0 0 0 13200 0 1365 0 439334 0 0 0 CHRISTINA TCHEN EVP, STRATEGY & IMPACT 400000 0 0 0 0 0 13200 0 10530 0 423730 0 0 0 LORI T HEALEY SVP, EXECUTIVE PROJECT OFFICER 369886 0 0 0 0 0 13200 0 10530 0 393616 0 0 0 MICHAEL STRAUTMANIS EVP, EXTERNAL AFFAIRS 353477 0 0 0 0 0 13200 0 22802 0 389479 0 0 0 AMMAR RIZKI CFO 364246 0 0 0 0 0 13200 0 10530 0 387976 0 0 0 LAURA LUCAS MAGNUSON EVP, GLOBAL PROGRAMS 362801 0 0 0 0 0 13200 0 10938 0 386939 0 0 0 DANIEL MCGREGOR SVP, DEVELOPMENT 320240 0 0 0 0 0 13000 0 10940 0 344180 0 0 0 JAMIE-CLARE PICKENS VP, DEPUTY GENERAL COUNSEL 304991 0 0 0 0 0 12200 0 10530 0 327721 0 0 0 CHARMAINE WILLIAMS SVP, CHIEF HUMAN RESOURCES OFFICER 305169 0 0 0 0 0 12207 0 1497 0 318873 0 0 0 LOUISE BERNARD SVP, MUSEUM DIRECTOR 289424 0 0 0 0 0 11577 0 10530 0 311531 0 0 0 ELISABETH SICILIANO SVP, STRATEGY, GOVERNANCE & RISK 284376 0 0 0 0 0 11795 0 15083 0 311254 0 0 0 RACHEL RAUSCHER VP, DEVELOPMENT OPERATIONS 264837 0 0 0 0 0 10594 0 10530 0 285961 0 0 0 ROARK FRANKEL DIRECTOR OF PLANNING & DELIVERY 256488 0 0 0 0 0 10398 0 16729 0 283615 0 0 0 CAITLIN GILMORE VP, FUNDRAISING & DEVELOPMENT 264837 0 0 0 0 0 10594 0 1365 0 276796 0 0 0 KORI SCHULMAN SVP, CREATIVE & COMMUNICATIONS 234856 0 0 0 0 0 9965 0 22592 0 267413 0 0 0 DAVID SIMAS PRESIDENT (END 4/23) 193968 0 0 0 0 0 7844 0 6992 0 208804 0 0 0 GABRIELA FRAGA FORMER SVP, PRODUCT & TECHNOLOGY 150562 0 0 0 0 0 6160 0 11618 0 168340 0 0 0 X 154 64643452 FMV X SOFTWARE 3 309085 FMV X LAPTOPS 100 34800 FMV X EVENT SUPPLIES 1 1000 FMV 0 0 1 0 PART I, COLUMN (B): LAPTOPS ARE REPORTED USING THE NUMBER OF ITEMS CONTRIBUTED. ALL OTHER TYPES OF PROPERTY ARE REPORTED USING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE FOUNDATION'S MISSION IS TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD AND TO HONOR THE LEGACY OF PRESIDENT AND MRS. OBAMA. A CORE PURPOSE OF THE FOUNDATION IS TO BUILD THE OBAMA PRESIDENTIAL CENTER (THE "CENTER"), HOUSING THE PRESIDENTIAL MUSEUM (THE "MUSEUM"), IN JACKSON PARK ON THE SOUTH SIDE OF CHICAGO. CONSTRUCTION OF THE CENTER STARTED IN SEPTEMBER 2021. THE MUSEUM WILL TELL THE STORY OF OUR NATION'S FIRST AFRICAN-AMERICAN PRESIDENT AND FIRST LADY; THEIR PATH TO THE WHITE HOUSE; AND THE COUNTLESS INDIVIDUALS, COMMUNITIES, AND SOCIAL CURRENTS THAT SHAPED THEIR JOURNEY. THE MUSEUM WILL FOCUS ON THE HISTORIC OBAMA PRESIDENCY, ITS SUCCESSES AND CHALLENGES, AND ITS LEGACY OF INSPIRING INDIVIDUAL PEOPLE TO COME TOGETHER TO SOLVE PROBLEMS IN THEIR COMMUNITY. THE CENTER WILL USE THE OBAMAS' PERSONAL STORY OF COMMUNITY ENGAGEMENT AND PUBLIC SERVICE TO INSPIRE VISITORS TO FIND THEIR OWN PATHS TO CIVIC ENGAGEMENT AND LEADERSHIP. BUILDING ON THE OBAMAS' EXAMPLE OF ENGAGED CITIZENSHIP, FOUNDATION PROGRAMMING FOCUSES ON GIVING THE NEXT GENERATION OF LEADERS THE TOOLS THEY NEED TO CREATE POSITIVE CHANGE IN THEIR COMMUNITIES. THROUGH OUR SCHOLARS, GLOBAL LEADERS, MY BROTHER'S KEEPER ALLIANCE, GIRLS OPPORTUNITY ALLIANCE, AND VOYAGER SCHOLARSHIP, WE INVEST IN HUMAN POTENTIAL TO HELP EMERGING COMMUNITY LEADERS BUILD THE WORLD THEY WANT TO SEE. FORM 990, PART VI, SECTION A, LINE 2 PENNY PRITZKER AND JOHN KEVIN POORMAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO AND REVIEWED BY THE FOUNDATION'S BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES TO REVIEW AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. THE FOUNDATION'S CHIEF LEGAL OFFICER REVIEWS ALL DISCLOSURES AND WORKS WITH THE DISINTERESTED MEMBERS OF THE AUDIT AND RISK COMMITTEE, THE BOARD OF DIRECTORS AND FOUNDATION STAFF TO EVALUATE POTENTIAL CONFLICTS OF INTEREST IN ACCORDANCE WITH THE FOUNDATION'S CONFLICTS OF INTEREST POLICY. DIRECTORS WITH POTENTIAL CONFLICTS OF INTEREST RECUSE THEMSELVES FROM BOARD DISCUSSIONS AND DECISION MAKING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USES COMPARABILITY DATA AND A COMPENSATION CONSULTANT TO REVIEW AND APPROVE THE COMPENSATION OF THE CEO, OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON WRITTEN REQUEST. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -18,342,766. CHARITABLE LEAD ANNUITY TRUST ANNUITY TRUST CA THE BARACK OBAMA FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CHARITABLE LEAD ANNUITY TRUST S 1022547 FMV