2022-07-21T07:06:45-05:00 2021-12-31 861065772 DELOITTE TAX LLP 111 SOUTH WACKER DRIVE CHICAGO IL 60606 990 2021-01-01 464950751 THE BARACK OBAMA FOUNDATION BARA 7734201700 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 AMMAR RIZKI CHIEF FINANCIAL OFFICER 7734201700 2022-07-21 1 AMMAR RIZKI 999009999 PARRISH IVY P00769270 3124861000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z VALERIE JARRETT 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 200338271 0 X WWW.OBAMA.ORG X 2014 DC 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. 17 16 219 131 0 0 171102620 159660416 0 0 258650 296653 13393 342 171374663 159957411 2325200 5174151 0 0 25659713 21963273 962640 721265 9082504 11589145 12691767 40536698 40550456 130837965 119406955 563740541 693835698 3085877 13780091 560654664 680055607 X SEE SCHEDULE O 0 0 9068017 1424151 342 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 RISING LEADERS AROUND THE WORLD VIA A ONE-YEAR RESIDENTIAL PROGRAM THAT BRINGS TOGETHER ACADEMIC, SKILLS-BASED, AND HANDS-ON LEARNING. FOR THE 2020-2021 SCHOOL YEAR, THE SCHOLARS PROGRAM INCLUDED 12 SCHOLARS AT THE UNIVERSITY OF CHICAGO AND 12 SCHOLARS AT COLUMBIA UNIVERSITY.LEADERS: LEADERS: AFRICA, ASIA-PACIFIC AND EUROPE ARE EACH YEAR-LONG LEADERSHIP PROGRAMS AIMED AT BUILDING AND EMPOWERING REGIONAL NETWORKS OF CHANGE-MAKERS. THE LEADERS: AFRICA AND ASIA-PACIFIC REGIONAL COHORTS PROVIDE VALUES-BASED TRAINING TO 200 YOUNG LEADERS. THE LEADERS: AFRICA PROGRAM BEGAN IN 2018 IN JOHANNESBURG, AND THE LEADERS: ASIA-PACIFIC PROGRAM LAUNCHED IN KUALA LUMPUR IN DECEMBER 2019. THE LEADERS: EUROPE PROGRAM LAUNCHED IN SEPTEMBER 2020, WITH A COMPLETELY VIRTUAL COHORT OF 35 EMERGING LEADERS. GIRLS OPPORTUNITY ALLIANCE: THE GIRLS OPPORTUNITY ALLIANCE SEEKS TO EMPOWER 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 LEADERS WORKING TO EDUCATE THEM.MY BROTHER'S KEEPER ALLIANCE: MBK ALLIANCE LEADS A NATIONAL CALL TO ACTION FOCUSED ON BUILDING SAFE AND SUPPORTIVE COMMUNITIES FOR BOYS AND YOUNG MEN OF COLOR WHERE THEY FEEL VALUED AND HAVE CLEAR PATHWAYS TO OPPORTUNITY. OBAMA YOUTH JOBS CORPS: IN PARTNERSHIP WITH URBAN ALLIANCE, THE OBAMA YOUTH JOBS CORPS INCREASES ACCESS TO ECONOMIC OPPORTUNITY FOR HIGH SCHOOL STUDENTS IN SOME OF THE MOST UNDERSERVED COMMUNITIES IN CHICAGO. THROUGH WORKFORCE READINESS TRAINING AND EARLY, MEANINGFUL WORK EXPERIENCE AT BUSINESSES AND NONPROFIT ORGANIZATIONS THROUGHOUT THE CITY, OYJC GIVES STUDENTS THE SKILLS, EXPERIENCE, AND EXPOSURE NEEDED TO SUCCEED. OYJC SERVED MORE THAN 150 CHICAGO PUBLIC SCHOOLS SOPHOMORES AND JUNIORS IN THE LAST THREE ACADEMIC YEARS.FELLOWS: THE OBAMA FOUNDATION FELLOWSHIP SUPPORTS OUTSTANDING CIVIC INNOVATORS -- LEADERS WHO ARE WORKING WITH THEIR COMMUNITIES TO CREATE TRANSFORMATIONAL CHANGE, ADDRESSING SOME OF THE WORLD'S MOST PRESSING PROBLEMS. IN 2019, THE PROGRAM WELCOMED 20 NEW COMMUNITY-MINDED RISING STARS FROM AROUND THE WORLD FOR A TWO-YEAR, NON-RESIDENTIAL PROGRAM, DESIGNED TO AMPLIFY THE IMPACT OF THEIR WORK AND INSPIRE A WAVE OF CIVIC INNOVATION. 13221016 3750000 0 OBAMA PRESIDENTIAL CENTER STARTUP:IN 2021 THE OBAMA FOUNDATION CONTINUED TO MOVE FORWARD WITH PLANNING AND DEVELOPMENT OF THE OBAMA PRESIDENTIAL CENTER (THE "CENTER"), INCLUDING THE CENTER'S MUSEUM. ACTIVITIES INCLUDED FINALIZING THE DESIGN OF THE CENTER AND ACCELERATING THE MUSEUM COMPONENT BY LAYING THE INFRASTRUCTURE FOR, AND INITIATING, OUR COLLECTION PROCESS AND ART PLAN. IN ADDITION, SIGNIFICANT REGULATORY MILESTONES WERE REACHED TO ENABLE THE START OF CENTER CONSTRUCTION IN 2021. 22289033 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 147 0 1 219 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 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 UT 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 X X 581305 0 11600 DAVID PLOUFFE DIRECTOR/VP/SECRETARY 1.00 X X 0 0 0 GLENN HUTCHINS DIRECTOR/VICE CHAIRPERSON (BEG 3/21) 10.00 X X 0 0 0 JOHN KEVIN POORMAN DIRECTOR/PRESIDENT 10.00 X X 0 0 0 MARTIN H NESBITT DIRECTOR/CHAIRPERSON 10.00 X X 0 0 0 PENNY PRITZKER DIRECTOR/VICE CHAIRPERSON 10.00 X X 0 0 0 ROBERT WOLF DIRECTOR/VP/TREASURER 2.00 X X 0 0 0 BRODERICK JOHNSON DIRECTOR (BEG 3/21) 1.00 X 0 0 0 CONNIE BALLMER DIRECTOR 1.00 X 0 0 0 DEMOND MARTIN DIRECTOR 1.00 X 0 0 0 DR MAHALIA A HINES DIRECTOR 1.00 X 0 0 0 JOHN ROGERS DIRECTOR 1.00 X 0 0 0 JUAN SALGADO DIRECTOR 1.00 X 0 0 0 JULIANNA SMOOT DIRECTOR 1.00 X 0 0 0 MICHAEL SACKS DIRECTOR 1.00 X 0 0 0 SEAN PARKER DIRECTOR 1.00 X 0 0 0 THELMA GOLDEN DIRECTOR 1.00 X 0 0 0 DAVID SIMAS PRESIDENT 40.00 X 545890 0 38998 ROBBIN COHEN EVP, OPC, TECH. & STRATEGY 40.00 X 495877 0 40021 RALPH LESLIE SVP, CFO (END 4/21) 40.00 X 214791 0 9147 ADEWALE ADEYEMO PRESIDENT (END 3/21) 40.00 X 83077 0 2309 CLARISSA PETERSON SVP, PEOPLE 40.00 X 316800 0 0 MICHAEL STRAUTMANIS EVP, CIVIC ENGAGEMENT 40.00 X 315312 0 39883 LORI HEALEY SVP, OPC OPS & IMPLEMENTATION 40.00 X 300000 0 22542 LOUISE BERNARD SVP, MUSEUM DIRECTOR 40.00 X 270230 0 20855 JORDAN KAPLAN SVP, CHIEF DEV. OFFICER (END 10/21) 40.00 X 260180 0 24471 GABRIELA FRAGA SVP, PRODUCT & TECHNOLOGY 40.00 X 203732 0 23535 BERNADETTE MEEHAN EVP, GLOBAL PROGRAMS (END 8/21) 40.00 X 198780 0 29300 KORI SCHULMAN SVP, CREATIVE & COMMUNICATIONS 40.00 X 197953 0 28694 SHAWN WHITE GENERAL COUNSEL (END 8/21) 40.00 X 188103 0 7686 LAURA LUCAS MAGNUSON EVP, GLOBAL PROGRAMS (BEG 5/21) 40.00 X 178315 0 12286 ROARK FRANKEL DIR. OF PLAN. AND DELIVERY 40.00 X 248553 0 28564 JAMIE-CLARE FLAHERTY VP, DEPUTY GENERAL COUNSEL 40.00 X 232886 0 19015 ELISABETH SICILIANO VP, EXEC. OFFICE OF FDN. & CORP. COUNSEL 40.00 X 220773 0 11335 MICHAEL SMITH EXEC. DIR., MBK ALLIANCE 40.00 X 209041 0 18335 JENNIFER CASTELLER VP, FINANCE 40.00 X 199075 0 25899 5460673 0 414475 66 0 1 0 LAKESIDE ALLIANCE 2636 W 15TH AVE GARY IN 46404 CONSTRUCTION MANAGEMENT 20580387 SIDLEY AUSTIN LLP ONE SOUTH DEARBORN CHICAGO IL 60603 LEGAL 2664050 TOD WILLIAMS BILLIE TSIEN ARCHITECTS 222 CENTRAL PARK SOUTH NEW YORK NY 10019 ARCHITECTS 1484226 RALPH APPELBAUM ASSOCIATES 88 PINE STREET 29 FL NEW YORK NY 10005 EXHIBIT DESIGN 1216676 TCC2 JV 303 E WACKER DR 1127 CHICAGO IL 60601 CONSTRUCTION MANAGEMENT 1162375 34 159660416 40427512 159660416 30586 30586 40642881 40089640 287174 553241 -287174 266067 266067 4388 4046 342 342 159957411 342 0 296653 5174151 5174151 4350345 2028414 1451728 870203 14553287 6147955 4343745 4061587 597622 256977 185263 155382 1122283 482582 347907 291794 1339736 576087 415318 348331 645765 423146 145244 77375 51250 51250 721265 721265 3397771 2792617 430730 174424 724264 139028 178015 407221 1567205 681810 376974 508421 1699268 921483 331218 446567 710463 316845 65077 328541 1031471 941156 2682 87633 1281916 702361 157234 422321 170193 85551 36801 47841 COMMUNICATIONS 836371 110078 594144 132149 PROGRAM CONTRACTUAL 257944 257944 COLLECTIONS 246054 246054 PROFESSIONAL DEVEL. 71832 4794 65589 1449 40550456 22289033 9178919 9082504 213600111 225428844 264446435 242013824 2838420 1084380 119986173 3715866 73280624 116270307 0 100979561 9574951 8058782 563740541 693835698 2453714 11383368 34000 1955000 598163 441723 3085877 13780091 X 263842089 394579624 296812575 285475983 560654664 680055607 563740541 693835698 119406955 -6012 0 X 0 1 X 1 0 X 231993748 163949264 139662706 171102620 159660416 866368754 231993748 163949264 139662706 171102620 159660416 866368754 87943883 778424871 101127 648749 1682892 393895 30586 2857249 869226003 79146 0.89550 0.83210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 22289033 22289033 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 250000 250000 250000 750000 1125000 X 0 0 1000000 53 0 0 0 1000053 1.00000 0.00000 0.00000 0 0 1827439 1119735 707704 1346094 935787 410307 116812640 1660344 115152296 116270307 DEFERRED RENT LIABILITY 441723 441723 X 160788970 -6012 550397 287174 831559 159957411 0 159957411 41388027 550397 287174 837571 40550456 0 40550456 PART III, LINE 1A: THE FOUNDATION ACQUIRED 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. THE 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 ("NARA") AND IS NOT INCLUDED ON 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 ARE NOT SUBJECT TO REASONABLE ESTIMATE, AND THEREFORE ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED ON 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 AND THEN 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 THE 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. U.S. 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 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 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 287,174. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 287,174. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ENGAGEMENT, OUTREACH, AND RESEARCH 78084 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING ACTIVITIES 14864 SOUTH ASIA 0 0 PROGRAM SERVICES ENGAGEMENT, OUTREACH, AND RESEARCH 6000 0 0 0 0 0 0 98948 0 98948 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"). PART III ACCOUNTING METHOD: X X X X X 1 AB DATA LTD 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL STRATEGY 0 504202 53505 450697 ORR GROUP INC 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 DEVELOPMENT STRATEGY 0 0 387760 -387760 KLB DEVELOPMENT LLC 1851 7TH AVENUE SUITE 7 NEW YORK NY 10026 CULTIVATION AND SOLICITATION 0 0 225000 -225000 PUBLIC INC 26 SOHO STREET SUITE 102 TORONTO CA CAUSE MARKETING STRATEGY 0 0 55000 -55000 504202 721265 -217063 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV SCHEDULE G, PART I, LINE 2B(V), AMOUNT PAID TO FUNDRAISER: IN ADDITION TO THE $53,505 PAID TO AB DATA LTD. FOR THEIR PROFESSIONAL FUNDRAISING SERVICES IN 2021, THE FOUNDATION ALSO PAID AB DATA LTD. $207,504 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 CHICAGO PARK DISTRICT 541 N FAIRBANKS 6TH FLOOR CHICAGO IL 60611 626005822 GOVERNMENT ENTITY 3500000 0 SUPPORT RELOCATION OF THE CHICAGO PARK DISTRICT TRACK IN JACKSON PARK. GOFUNDMEORG 171 MAIN ST BOX 505 LOS ALTOS CA 94022 812279757 501(C)(3) 785151 0 SUPPORT GRASSROOTS LEADERS TO EMPOWER GIRLS THROUGH EDUCATION. EMERALD SOUTH ECONOMIC DEVELOPMENT COLLABORATIVE 4729 SOUTH DREXEL BLVD CHICAGO IL 60615 831478837 501(C)(3) 250000 0 SUPPORT THE ECONOMIC DEVELOPMENT OF THE SOUTH SIDE OF CHICAGO. URBAN ALLIANCE FOUNDATION INC 2030 Q STREET NW WASHINGTON DC 20009 521938443 501(C)(3) 250000 0 SUPPORT YOUTH WITH PROFESSIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES. BUILD INC 5100 W HARRISON ST CHICAGO IL 60644 237022085 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. LAWNDALE CHRISTIAN LEGAL CENTER NFP 1530 S HAMLIN AVE CHICAGO IL 60623 272285007 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. NEW LIFE CENTERS FOR CHICAGOLAND 4101 W 51ST ST CHICAGO IL 60632 202380358 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. SOUTH SHORE DRILL TEAM & PERFORMING ARTS ENSEMBLE 7218 S SOUTH CHICAGO AVE CHICAGO IL 60619 364297695 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. NACA INSPIRED SCHOOLS NETWORK 1000 INDIAN SCHOOL RD NW ALBUQUERQUE NM 87102 472981893 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. PUERTO RICO COMMUNITY FOUNDATION PO BOX 70362 SAN JUAN PUERTO RICO RQ 00936 660413230 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. BLACK FAMILY DEVELOPMENT 2995 EAST GRAND BOULEVARD DETROIT MI 48202 382248479 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. ORLANDO COMMUNITY AND YOUTH TRUST 595 N PRIMROSE DR ORLANDO FL 32803 650572536 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. AFRICAN-AMERICAN EMPOWERMENT NETWORK 2401 LAKE STREET STE 110 OMAHA NE 68111 264296811 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. RYSE 205 41ST STREET RICHMOND CA 94805 260692904 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. YOUTH LEADERSHIP INSTITUTE 209 9TH STREET STE 200 SAN FRANCISCO CA 94103 680184712 501(C)(3) 34000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. LIBERTY HILL FOUNDATION 6420 WILSHIRE BOULEVARD STE 700 LOS ANGELES CA 90048 510181191 501(C)(3) 15000 0 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICE. 16 0 PART I, LINE 2: GRANTS ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST OF CONSULTANTS WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, THE 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. X X X X 1 0 0 0 0 0 0 0 0 VALERIE JARRETT DIRECTOR/CEO 581305 0 0 0 0 0 11600 0 0 0 592905 0 0 0 DAVID SIMAS PRESIDENT 545890 0 0 0 0 0 11600 0 27398 0 584888 0 0 0 ROBBIN COHEN EVP, OPC, TECH. & STRATEGY 495877 0 0 0 0 0 11600 0 28421 0 535898 0 0 0 MICHAEL STRAUTMANIS EVP, CIVIC ENGAGEMENT 315312 0 0 0 0 0 11600 0 28283 0 355195 0 0 0 LORI HEALEY SVP, OPC OPS & IMPLEMENTATION 300000 0 0 0 0 0 11077 0 11465 0 322542 0 0 0 CLARISSA PETERSON SVP, PEOPLE 316800 0 0 0 0 0 0 0 0 0 316800 0 0 0 LOUISE BERNARD SVP, MUSEUM DIRECTOR 270230 0 0 0 0 0 10809 0 10046 0 291085 0 0 0 JORDAN KAPLAN SVP, CHIEF DEV. OFFICER (END 10/21) 260180 0 0 0 0 0 7803 0 16668 0 284651 0 0 0 ROARK FRANKEL DIR. OF PLAN. AND DELIVERY 248553 0 0 0 0 0 10082 0 18482 0 277117 0 0 0 JAMIE-CLARE FLAHERTY VP, DEPUTY GENERAL COUNSEL 232886 0 0 0 0 0 9315 0 9700 0 251901 0 0 0 ELISABETH SICILIANO VP, EXEC. OFFICE OF FDN. & CORP. COU 220773 0 0 0 0 0 8831 0 2504 0 232108 0 0 0 BERNADETTE MEEHAN EVP, GLOBAL PROGRAMS (END 8/21) 198780 0 0 0 0 0 8129 0 21171 0 228080 0 0 0 MICHAEL SMITH EXEC. DIR., MBK ALLIANCE 209041 0 0 0 0 0 8362 0 9973 0 227376 0 0 0 GABRIELA FRAGA SVP, PRODUCT & TECHNOLOGY 203732 0 0 0 0 0 5336 0 18199 0 227267 0 0 0 KORI SCHULMAN SVP, CREATIVE & COMMUNICATIONS 197953 0 0 0 0 0 8159 0 20535 0 226647 0 0 0 JENNIFER CASTELLER VP, FINANCE 189075 0 10000 0 0 0 7702 0 18197 0 224974 0 0 0 RALPH LESLIE SVP, CFO (END 4/21) 108638 0 0 0 106153 0 4352 0 4795 0 223938 0 0 0 SHAWN WHITE GENERAL COUNSEL (END 8/21) 188103 0 0 0 0 0 5115 0 2571 0 195789 0 0 0 LAURA LUCAS MAGNUSON EVP, GLOBAL PROGRAMS (BEG 5/21) 178315 0 0 0 0 0 6923 0 5363 0 190601 0 0 0 PART I, LINE 4A THE SVP, CHIEF FINANCIAL OFFICER RECEIVED A SEVERANCE PAYMENT TOTALING $106,153. THE SEVERANCE PAYMENT WAS PAID OVER FOUR MONTHS IN CONSIDERATION FOR YEARS OF SERVICE AND POSITION. PERRY MERRILL LLC ENTITY MORE THAN 35% OWNED BY BENJAMIN RHODES, FORMER KEY EMPLOYEE IN 2017 108000 PROGRAM CONSULTING SERVICES, PROVIDED IN THE ORDINARY COURSE OF BUSINESS 0 X 67 40089640 FMV, DATE OF RECEIPT X SOFTWARE 1 334257 FMV, DATE OF RECEIPT X EVENT GOODS 3 3615 FMV, DATE OF RECEIPT 0 0 1 0 PART I, COLUMN (B): THIS IS REPORTED USING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1: THE BARACK OBAMA FOUNDATION (THE "FOUNDATION") IS A NONPROFIT TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 FELLOWS, SCHOLARS, GLOBAL LEADERS, MY BROTHER'S KEEPER ALLIANCE, AND GIRLS OPPORTUNITY ALLIANCE, 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 18 THE FOUNDATION MAKES ITS EXEMPT STATUS APPLICATION AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE AND GUIDESTAR WEBSITE. 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. 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 1002547 FMV