2024-11-15T07:33:45-06:00 2023-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2023-01-01 311580204 BILL HILLARY & CHELSEA CLINTON FOUNDATION BILL 5013566228 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 KATRINA OWOH CFO 5013566228 2024-11-15 1 1 X LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2024-11-13 2023 2024-10-15 13:58:12Z STEPHANIE STREETT 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 83624489 0 X WWW.CLINTONFOUNDATION.ORG X 1997 AR SEE SCHEDULE O 9 8 304 230 3122636 0 25977198 25982780 2468042 3210442 1240991 -74738 2912720 1391182 32598951 30509666 1184233 2806493 0 0 22523526 25957587 429934 254000 4539109 25197767 28579094 49335460 57597174 -16736509 -27087508 306402788 304045623 4247068 10531743 302155720 293513880 X SEE SCHEDULE O 0 1 13385103 10250 1480659 THE WILLIAM J. CLINTON PRESIDENTIAL CENTER AND PARK (SEE SCHEDULE O) 16074857 75000 612140 THE CLINTON GLOBAL INITIATIVE (SEE SCHEDULE O) 3811121 THE CLINTON GLOBAL INITIATIVE UNIVERSITY (SEE SCHEDULE O) 11870009 2721243 0 IN 2023, THE CLINTON DEVELOPMENT INITIATIVE ("CDI") TRANSITIONED OUT OF THE CLINTON FOUNDATION. COMMUNITY AGRIBUSINESS PARTNERS (CAP) WAS LAUNCHED AS A NETWORK OF INDEPENDENT, COMMUNITY-BASED ENTITIES DEDICATED TO PROMOTING ECONOMIC GROWTH AND DEVELOPMENT IN SUB-SAHARAN AFRICA. THE CAP NETWORK IS MADE UP OF COMMUNITY-BASED ORGANIZATIONS THAT WORKED FOR NEARLY TWO DECADES AS THE CDI. WITH THE LAUNCH OF CAP, THESE ORGANIZATIONS WILL NOW OPERATE INDEPENDENTLY OF THE CLINTON FOUNDATION AND BE LED AND DRIVEN AT THE LOCAL LEVEL.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. ORN'S EMPOWERING FAITH LEADERS (EFL) PROGRAM HAS BEEN TRAINING AND MOBILIZING FAITH LEADERS ACROSS THE COUNTRY SINCE 2018. THE PROGRAM GUIDES COHORTS OF DIVERSE FAITH LEADERS THROUGH APPROXIMATELY TEN LEARNING SESSIONS THAT COVER TOPICS RELATED TO SUBSTANCE USE PREVENTION, TREATMENT, RECOVERY AND HARM REDUCTION, AND EMPOWERS THEM TO ACT IN THEIR COMMUNITIES. IN 2023, ORN CONCLUDED EFL COHORTS IN ATLANTA, GEORGIA IN PARTNERSHIP WITH THE GEORGIA DEPARTMENT OF BEHAVIORAL HEALTH AND DEVELOPMENTAL DISABILITIES, AND IN LITTLE ROCK, ARKANSAS. FORTY FAITH LEADERS IN TOTAL ACROSS FAITH TRADITIONS WERE TRAINED IN THESE TWO COHORTS. IN ADDITION, THE ORN LAUNCHED TWO COHORTS IN LOS ANGELES AND SAN FRANCISCO, CALIFORNIA, IN A PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES, TRAINING AN ADDITIONAL FORTY FAITH LEADERS.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 2023, AMONG OTHER ACCOMPLISHMENTS, TOO SMALL TO FAIL COMPLETED A PILOT PROJECT IN PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES TO TRANSFORM SOCIAL SERVICE AGENCY WAITING ROOMS IN NAPA, RIVERSIDE, AND SAN JOAQUIN COUNTIES INTO LANGUAGE-RICH ENVIRONMENTS. AN EVALUATION ASSESSING THE IMPACT OF THE PILOT SHOWED THAT CHILDREN ENGAGED IN SIGNIFICANTLY MORE READING AND PLAYING IN THE TRANSFORMED WAITING AREAS AND THAT CAREGIVERS REPORTED A SIGNIFICANT INCREASE IN THEIR CHILD READING WHILE WAITING FOR THEIR SOCIAL SERVICE APPOINTMENTS.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 FOUNDATION AND THE CLINTON PRESIDENTIAL CENTER. 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 2023, AMONG OTHER ACTIVITIES, PROJECT 42 SUPPORTED PRESIDENT CLINTON AND SECRETARY CLINTON'S TRIP TO NORTHERN IRELAND TO PARTICIPATE IN THE QUEEN'S UNIVERSITY CONFERENCE AGREEMENT 25, CELEBRATING THE 25TH ANNIVERSARY OF THE GOOD FRIDAY AGREEMENT (GFA). DISCUSSIONS AT THE CONFERENCE FOCUSED ON CREATING THE GFA, ITS IMPACT ON NORTHERN IRELAND, AND HOW IT FITS INTO THE CONTEXT OF TODAY. ADDITIONALLY, PROJECT 42 HELPED ORGANIZE THE AMERICORPS: THIRTY YEARS FORWARD, A SUMMIT FOR THE FUTURE OF NATIONAL SERVICE CONFERENCE HOSTED AT THE CLINTON PRESIDENTIAL CENTER, WHERE PRESIDENT CLINTON CONVENED NATIONAL SERVICE LEADERS AND EXPERTS TO CELEBRATE THE 30TH ANNIVERSARY OF AMERICORPS.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 HILLARY CLINTON, HRCLP SERVES AS THE HOME FOR HER ONGOING AND FUTURE NONPROFIT ENDEAVORS AND ADVOCACY WORK. IN 2023, HRCLP SUPPORTED THE LAUNCH OF THE GENDER EQUALITY PILLAR THROUGH CGI, MOBILIZING NEW COMMITMENTS TO ACTION THAT ADDRESS URGENT CHALLENGES WOMEN AND GIRLS FACE AROUND THE WORLD; AND CONTINUED THE PLANNING PROCESS FOR A PERMANENT HILLARY RODHAM CLINTON INSTITUTE. 11870009 2721243 0 45141090 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 93 0 1 304 1 1 1 1 CO MI RW TZ 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 360801 0 53744 CHELSEA V CLINTON VICE CHAIR 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 277283 0 62586 KATRINA OWOH CFO 50.00 X 187938 0 57756 KEVIN THURM CEO 50.00 X 432483 0 66923 STEPHANIE S STREETT EXEC. DIR, SECRETARY 50.00 X 229353 0 61883 GREG MILNE CEO/CGI 50.00 X 272688 0 64430 CRAIG MINASSIAN CHIEF COMMUNICATIONS AND M 50.00 X 274473 0 64007 DENNIS CHENG EXECUTIVE VP AND CEO, HILLARY RODHAM CLINTON LEADE 50.00 X 315280 0 44251 FRANCESCA ERNST KHAN CHIEF BRAND & DIGITAL MARKETING OFFICER 50.00 X 210184 0 59142 MIKE HEMPHILL DIRECTOR OF LEADERSHIP DEV 50.00 X 211851 0 43613 PATTI MILLER CEO, TOO SMALL TO FAIL 50.00 X 254795 0 47649 3027129 0 625984 66 0 1 0 THE MARKHAM GROUP LLC 1000 W 3RD STREET LITTLE ROCK AR 72201 EVENT MANAGEMENT 4006461 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 AUDIT / TAX 237723 MORGAN LEWIS & BOCKIUS LLP 1701 MARKET ST PHILADELPHIA PA 19103 LEGAL SERVICES 208159 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 PLANNING SERVICES 200000 ISCRUBDATA 36 TAMALPAIS AVE LARKSPUR CA 94939 DATA 168000 10 16137 12753 2368547 17500 23567843 1835684 25982780 PRESIDENTIAL CENTER 900099 1602743 736501 866242 OVERDOSE RESPONSE NETW 900099 951980 951980 CLINTON GLOBAL INITIAT 900099 612140 612140 43579 43579 3210442 2324296 -19802 2344098 575 575 7800 0 7800 7800 7800 49041354 3250 50698201 745437 -1656847 -742187 -2399034 -2399034 7350 2368547 649338 -641988 -641988 2924002 1021847 1902155 -374041 2276196 SPEECH REVENUE 900099 500 500 122140 122140 122640 30509666 2092799 3122636 -688549 1674306 1674306 1132187 1132187 2127866 1042898 1084968 16772763 12515973 1961205 2295585 854999 618444 114161 122394 4514992 3334526 613810 566656 1686967 1301690 205151 180126 341309 47078 294231 292577 43454 249123 254000 254000 4528449 3760122 744777 23550 342804 259100 10329 73375 1139855 702681 372150 65024 1090723 395597 459521 235605 3568781 2253630 1100304 214847 1996121 1858715 84119 53287 8176112 8091148 12882 72082 1046 1046 3667758 3552710 104250 10798 595118 263835 329903 1380 DIRECT PROGRAM EXPENSES 1383211 1366639 16572 STAFF TRAINING, DEVELOP 385570 90238 123970 171362 FURNISHINGS AND FIXTURE 294069 294069 UBIT TAXES 9647 9647 765944 542050 24856 199038 57597174 45141090 7916975 4539109 6665743 4623885 9269554 10363067 13380536 10160514 1432339 844266 241037 138883 525182 454326 139829243 69411588 72972968 70417655 36169529 34340075 163768319 166139474 1977581 6563478 306402788 304045623 2410746 3384061 407181 339228 1429141 6808454 4247068 10531743 X 77669856 71742080 224485864 221771800 302155720 293513880 306402788 304045623 X -27087508 17857429 588239 X 0 1 X 1 0 X 29567030 16326750 24356882 25977198 25982780 122210640 29567030 16326750 24356882 25977198 25982780 122210640 11249110 110961530 8738090 7716676 11068389 1031261 2352473 30906889 3155702 1413116 4067534 2627408 3122636 14386396 695066 577983 262787 1747417 122640 3405893 170909818 9598982 0.64920 0.61940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 198,053. 2020 AMOUNT: $ 86,241. 2021 AMOUNT: $ 25,787. 2022 AMOUNT: $ 78,077. 2023 AMOUNT: $ 122,140. CAFE REVENUE - 2019 AMOUNT: $ 284,971. 2020 AMOUNT: $ 91,742. SPEECH REVENUE - 2021 AMOUNT: $ 37,000. 2022 AMOUNT: $ 91,898. 2023 AMOUNT: $ 500. 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 215353347 159221 19173529 21600000 -17890 213103987 259548703 199644 -28533572 15800000 61428 215353347 235099179 289187 34769541 10500000 109204 259548703 216990296 363195 32745688 15000000 235099179 197210749 2729072 31050475 14000000 216990296 0.00000 0.87000 0.13000 0 0 130052806 61824457 68228349 497302 503609 -6307 9279135 7083522 2195613 70417655 SELECT EQUITY 28991383 F PRIVATE EQUITY 64580456 F MULTI STRATEGY CREDIT 7961958 F INTERMEDIATE FUND 18453539 F HEDGED EQUITY 22880591 F DIVERSIFIED STRATEGY FUNDS 23271547 F 166139474 X 53546251 17857429 2048125 691169 20596723 32949528 88 -2439950 -2439862 30509666 62188091 2048125 2439950 4488075 57700016 -102842 -102842 57597174 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, 2023, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS INCOME TAX -9,647. OFFSHORE INVESTMENT 700,902. CONTRIBUTION REFUND -86. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD -1,021,847. RECLASS DIRECT FUNDRAISING EXPENSE -649,338. RECLASS LOSS ON SALE/TRANSFER -742,187. RECLASS DISCOUNT SALES -26,578. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS DIRECT FUNDRAISING EXPENSE 649,338. RECLASS COST OF GOODS SOLD 1,021,847. RECLASS DISCOUNT SALES 26,578. LOSS ON SALE OF ASSET 742,187. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS INCOME TAX 9,647. INTERCOMPANY ELIMINATION 9,075. RELATED ORGANIZATION EXPENSES -9,075. PROVISION FOR UNCOLLECTIBLE PLEDGES -112,489. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT INVESTMENT 7961958 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE SUSTAINABILITY 61692 SUB-SAHARAN AFRICA 3 1 PROGRAM SERVICE ECONOMIC DEVELOPMENT 4072670 3 1 0 0 3 1 12096320 0 12096320 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CLIMATE & ECONOMIC DEVELOPMENT 1050390 WIRE 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, CLIMATE & ECONOMIC DEVELOPMENT 31797 WIRE 0 SUB-SAHARAN AFRICA HEALTH SERVICES 25000 WIRE 0 3 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. X X X X X X X 1 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 DIRECT MAIL MARKETING 0 283676 54000 229676 COMMUNITY COUNSELING SERVICES PO BOX 824885 PHILADELPHIA PA 191824885 FUNDRAISING COUNSEL 0 0 200000 -200000 283676 254000 29676 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 755485 755485 20585 11205 299618 GALA 1279946 1272596 7350 155000 15000 34381 3 340466 340466 113549 2375897 2368547 7350 175585 11205 15000 447548 649338 -641988 1 CITY YEAR LITTLE ROCK 800 W MARKHAM ST LITTLE ROCK AR 72201 222882549 501(C)(3) 10000 0 EDUCATION COASTAL PROTECTION SOLUTIONS INC 955 MASSACHUSETTS AVE SUITE 423 CAMBRIDGE MA 02139 939690436 501(C)(3) 25000 0 CLIMATE & ECONOMIC DEVELOPMENT LAUNDRY CARES FOUNDATION 1560 MIDWEST RD SUITE 205 OAKBROOK TERRACE IL 60181 204504242 501(C)(3) 6000 0 EARLY CHILDHOOD LEARNING NEIGHBORHOOD NORTH MUSEUM OF PLAY 716 14TH STREET BEAVER FALLS PA 15010 864356071 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING READING READY PITTSBURGH PO BOX 81111 PITTSBURGH PA 15217 831255489 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING THE MILLER CENTER FOUNDATION PO BOX 37963 BOONE IN 500374963 541420895 501(C)(3) 446056 0 EDUCATION UNIVERSITY OF ARKANSAS CLINTON SCHOOL OF PUBLIC SERVICE 1200 PRESIDENT CLINTON AVENUE LITTLE ROCK AR 72201 716056774 501(C)(3) 1120000 0 EDUCATION 8 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 501(C)(3), 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 1 0 KEVIN THURM CEO 407483 0 25000 0 0 0 19800 0 47123 0 499406 0 0 0 BRUCE R LINDSEY COUNSELOR TO THE CHAIR/DIR 360801 0 0 0 0 0 19800 0 33944 0 414545 0 0 0 DENNIS CHENG EXECUTIVE VP AND CEO, HILLARY RODHAM 301701 0 0 0 13579 0 18110 0 26141 0 359531 0 0 0 AMY SANDGRUND-FISHER GC / ASST. SEC / CHIEF HR 277283 0 0 0 0 0 16713 0 45873 0 339869 0 0 0 CRAIG MINASSIAN CHIEF COMMUNICATIONS AND M 274473 0 0 0 0 0 16634 0 47373 0 338480 0 0 0 GREG MILNE CEO/CGI 272688 0 0 0 0 0 16557 0 47873 0 337118 0 0 0 PATTI MILLER CEO, TOO SMALL TO FAIL 238747 0 0 0 16048 0 14456 0 33193 0 302444 0 0 0 STEPHANIE S STREETT EXEC. DIR, SECRETARY 229353 0 0 0 0 0 13960 0 47923 0 291236 0 0 0 FRANCESCA ERNST KHAN CHIEF BRAND & DIGITAL MARKETING OFFI 210184 0 0 0 0 0 12720 0 46422 0 269326 0 0 0 MIKE HEMPHILL DIRECTOR OF LEADERSHIP DEV 211851 0 0 0 0 0 12720 0 30893 0 255464 0 0 0 KATRINA OWOH CFO 187938 0 0 0 0 0 11383 0 46373 0 245694 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. PART I, LINE 7 THE AMOUNT INCLUDED ON PART II, COLUMN B(II), REPRESENTS BONUSES AND INCENTIVES THAT WERE APPROVED BY THE BOARD. THE AMOUNT WAS INCLUDED IN THE INDIVIDUAL'S W-2. X 370750 FMV X 12 1220631 FMV X OTHER - EVENT COSTS PAID BY HOSTS 1 121700 ACTUAL COST X OTHER - ADOBE SOFTWARE 1 75000 FMV X OTHER - CGI U MEETING AT VANDERBILT UNIVERSITY 1 67800 ACTUAL COST 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") BELIEVES THAT EVERYONE DESERVES A CHANCE TO SUCCEED, EVERYONE HAS A RESPONSIBILITY TO ACT, AND WE ALL DO BETTER WHEN WE WORK TOGETHER. FOR MORE THAN TWO DECADES, THOSE VALUES HAVE DRIVEN OUR EFFORTS TO ADVANCE LEADERSHIP AND ACCELERATE SOLUTIONS ACROSS THE UNITED STATES AND AROUND THE WORLD. OUR INNOVATIVE PROGRAMS CHANNEL PRESIDENT BILL CLINTON, SECRETARY HILLARY CLINTON, AND DR. CHELSEA CLINTON'S LIFETIMES OF LEADERSHIP INTO A PROVEN PLAYBOOK FOR MOBILIZING DIVERSE PARTNERS TO SOLVE PROBLEMS, SEIZE MEANINGFUL OPPORTUNITIES, AND HELP PEOPLE BUILD BETTER LIVES FOR THEMSELVES, THEIR FAMILIES, AND THEIR COMMUNITIES. WE ARE FOCUSED ON ADDRESSING THE WORLD'S MOST PRESSING GLOBAL CHALLENGES, INCLUDING ECONOMIC INCLUSION, CLIMATE RESILIENCE, HEALTH EQUITY, WOMEN AND GIRLS' EQUALITY, HUMANITARIAN RESPONSE, AND THE PRESERVATION OF DEMOCRACY. FORM 990, PART III, LINE 3 IN 2023, THE CLINTON DEVELOPMENT INITIATIVE ("CDI") TRANSITIONED OUT OF THE CLINTON FOUNDATION. COMMUNITY AGRIBUSINESS PARTNERS (CAP) WAS LAUNCHED AS A NETWORK OF INDEPENDENT, COMMUNITY-BASED ENTITIES DEDICATED TO PROMOTING ECONOMIC GROWTH AND DEVELOPMENT IN SUB-SAHARAN AFRICA. THE CAP NETWORK IS MADE UP OF COMMUNITY-BASED ORGANIZATIONS THAT WORKED FOR NEARLY TWO DECADES AS THE CDI. WITH THE LAUNCH OF CAP, THESE ORGANIZATIONS WILL NOW OPERATE INDEPENDENTLY OF THE CLINTON FOUNDATION AND BE LED AND DRIVEN AT THE LOCAL LEVEL. 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; THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM; AND THE CLINTON SCHOOL OF PUBLIC SERVICE AT THE UNIVERSITY OF ARKANSAS. ALONG WITH THREE OTHER PRESIDENTIAL CENTERS, THE FOUNDATION IS ALSO MANAGING PARTNER OF THE PRESIDENTIAL LEADERSHIP SCHOLARS PROGRAM, WHICH BRINGS TOGETHER BOLD AND PRINCIPLED LEADERS WHO ARE COMMITTED TO FACING CRITICAL CHALLENGES WHILE WORKING ACROSS DIFFERENCES. THE CLINTON CENTER PROVIDES YEAR-ROUND EDUCATIONAL AND CULTURAL OPPORTUNITIES TO VISITORS OF ALL AGES THAT ENCOURAGE CIVIC ENGAGEMENT, INSPIRE A PASSION FOR PUBLIC SERVICE, AND PREPARE THE NEXT GENERATION OF LEADERS TO ACTIVELY PARTICIPATE IN THEIR COMMUNITIES, OUR COUNTRY, AND THE WORLD. IN 2023, THE CLINTON CENTER HOSTED "AMERICORPS: 30 YEARS FORWARD," A SUMMIT FOR THE FUTURE OF NATIONAL SERVICE, IN PARTNERSHIP WITH AMERICORPS AND OTHER NATIONAL SERVICE ORGANIZATIONS. THE SUMMIT, HELD IN CONJUNCTION WITH THE 30TH ANNIVERSARY OF AMERICORPS, FEATURED DYNAMIC CONVERSATIONS THAT EXPLORED HOW AMERICORPS MEMBERS AND ALUMNI BRING VALUE TO THE WORKPLACE, HIGHER EDUCATION, AND THEIR ENTIRE COMMUNITIES; INSPIRING TESTIMONIES FROM INDIVIDUALS WHO HAVE RESPONDED TO URGENT NEEDS ACROSS THE COUNTRY; AND ENCOURAGEMENT TO CONTINUE INVESTING AND EXPANDING SERVICE PROGRAMS. 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. THE CGI 2023 ANNUAL MEETING WAS HELD IN SEPTEMBER 2023. CGI COMMITMENT-MAKERS ANNOUNCED 160 NEW SOCIAL IMPACT PROJECTS ("COMMITMENTS TO ACTION") THAT ADDRESS CLIMATE CHANGE, UKRAINE RELIEF AND RECONSTRUCTION, THE GLOBAL REFUGEE CRISIS, THE RIGHTS OF WOMEN AND GIRLS, AND MORE. WHEN FULLY FUNDED AND IMPLEMENTED, THE 160 NEW COMMITMENTS TO ACTION LAUNCHED AT CGI 2023 WILL HAVE A POSITIVE IMPACT ON THE LIVES OF MORE THAN 285 MILLION PEOPLE. COLLECTIVELY, WHEN FULLY IMPLEMENTED, THESE COMMITMENTS WILL FACILITATE MORE THAN 1 MILLION PEOPLE RECEIVING JOB TRAINING OR SKILLS DEVELOPMENT, THE CREATION OF MORE THAN 55,000 FULL-TIME, PERMANENT JOBS, INCREASED ACCESS TO PRIMARY CARE SERVICES FOR MORE THAN 54 MILLION PEOPLE, TRAINING FOR MORE THAN 115,000 NEW HEALTH WORKERS FOR IMPROVED HEALTHCARE SERVICES, AND MORE THAN $170 MILLION IN FUNDING TO SUPPORT INNOVATION AND ENTREPRENEURSHIP. FORM 990 PART III LINE 4C 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 2023, CGI U CONVENED HUNDREDS OF STUDENTS FOR THE CGI U 2023 ANNUAL MEETING AT VANDERBILT UNIVERSITY IN NASHVILLE, TENNESSEE. CGI U'S 15TH ANNUAL MEETING BROUGHT TOGETHER ASPIRING LEADERS AND GLOBAL EXPERTS IN BUSINESS, PUBLIC SERVICE, AND SOCIAL IMPACT TO DEVELOP INNOVATIVE SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES INCLUDING CLIMATE CHANGE, REPRODUCTIVE RIGHTS FOR GIRLS AND WOMEN, PROTECTING HUMAN RIGHTS, HEALTH EQUITY, AND MORE. THE CGI U CLASS OF 2023 INCLUDED 787 STUDENTS WHO LAUNCHED HUNDREDS OF COMMITMENTS TO ACTION TO TACKLE URGENT CHALLENGES IN THEIR COMMUNITIES AND RECEIVED FREE ACCESS TO A VIRTUAL SOCIAL IMPACT CURRICULUM TO SUPPORT THEIR PROJECT IMPLEMENTATION. 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 -86. PROVISION FOR UNCOLLECTIBLE PLEDGES -112,576. OFFSHORE REVENUE 700,901. 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