2021-08-02T14:52:55-05:00 2020-12-31 861065772 DELOITTE TAX LLP 111 SOUTH WACKER DRIVE CHICAGO IL 60606 990 2020-01-01 464950751 THE BARACK OBAMA FOUNDATION BARA 7734201700 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 ROBBIN COHEN EXECUTIVE VICE PRESIDENT 7734201700 2021-08-02 1 ROBBIN COHEN 999009999 PARRISH IVY P00769270 3124861000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID SIMAS 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 181743826 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. 15 15 191 291 0 0 139662706 171102620 0 0 1667055 258650 -21268 13393 141308493 171374663 3194000 2325200 0 0 24654533 25659713 1073263 962640 9464363 25861457 11589145 54783253 40536698 86525240 130837965 439375134 563740541 9829875 3085877 429545259 560654664 X SEE SCHEDULE O 0 0 14437766 2226200 13393 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. 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. 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 2019-2020 SCHOOL YEAR, THE SCHOLARS PROGRAM INCLUDED 19 SCHOLARS AT THE UNIVERSITY OF CHICAGO AND 11 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 CHANGEMAKERS. 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. 7694673 99000 0 OBAMA PRESIDENTIAL CENTER STARTUP:IN 2020 THE OBAMA FOUNDATION CONTINUED TO MOVE FORWARD WITH PLANNING AND DEVELOPMENT OF THE OBAMA PRESIDENTIAL CENTER AND MUSEUM. ACTIVITIES INCLUDED FINALIZING THE DESIGN OF THE OPC AND ACCELERATING THE MUSEUM 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 OPC CONSTRUCTION IN 2021. 22132439 1 1 0 1 0 0 0 1 0 0 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 0 1 0 0 0 0 1 1 1 0 0 1 114 0 1 191 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR 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 X X ROBBIN COHEN EXECUTIVE DIRECTOR 7734201700 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 DAVID SIMAS CHIEF EXECUTIVE OFFICER 40.00 X 575839 0 32227 ROBBIN COHEN EXECUTIVE DIRECTOR 40.00 X 518282 0 33631 ADEWALE ADEYEMO PRESIDENT 40.00 X 540000 0 6477 GLENN BROWN CHIEF DIGITAL OFFICER (END 12/2020) 40.00 X 472218 0 18783 RALPH LESLIE CHIEF FINANCIAL OFFICER 40.00 X 357241 0 21020 ADDAR LEVI GENERAL COUNSEL 40.00 X 333228 0 24447 BERNADETTE MEEHAN CHIEF INTERNATIONAL OFFICER 40.00 X 311431 0 31424 ANNE FILIPIC CHIEF PROGRAM OFFICER (END 9/2020) 40.00 X 322931 0 17397 JORDAN KAPLAN CHIEF DEVELOPMENT OFFICER 40.00 X 322612 0 14579 MICHAEL STRAUTMANIS CHIEF ENGAGEMENT OFFICER 40.00 X 299694 0 32157 CLARISSA PETERSON INTERIM DIRECTOR OF PEOPLE 40.00 X 280900 0 0 MARY ELIZABETH CISNEROS DEPUTY GENERAL COUNSEL 40.00 X 243264 0 29600 ROARK FRANKEL DIR. OF PLAN. AND CONSTRUCTION 40.00 X 257427 0 14251 LOUISE BERNARD MUSEUM DIRECTOR 40.00 X 253134 0 17575 MICHAEL SMITH DIR, MBK ALLIANCE & YOUTH OPP 40.00 X 220329 0 15994 ELISABETH SICILIANO DIR, OFFICE OF CEO & CORP COUNSEL 40.00 X 211082 0 9842 MARTIN H NESBITT DIRECTOR/CHAIRPERSON 10.00 X X 0 0 0 JOHN KEVIN POORMAN DIRECTOR/PRESIDENT 10.00 X X 0 0 0 PENNY PRITZKER DIRECTOR/VICE CHAIRPERSON 10.00 X X 0 0 0 DAVID PLOUFFE DIRECTOR/VP/SECRETARY 1.00 X X 0 0 0 ROBERT WOLF DIRECTOR/VP/TREASURER 2.00 X X 0 0 0 CONNIE BALLMER DIRECTOR (BEG 8/2020) 1.00 X 0 0 0 DEMOND MARTIN DIRECTOR (BEG 8/2020) 1.00 X 0 0 0 DR MAHALIA A HINES DIRECTOR 1.00 X 0 0 0 GLENN HUTCHINS DIRECTOR 1.00 X 0 0 0 JOHN DOERR DIRECTOR (END 8/2020) 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 5519612 0 319404 90 0 1 0 TOD WILLIAMS BILLIE TSIEN ARCHITECTS 222 CENTRAL PARK SOUTH NEW YORK NY 10019 ARCHITECTS 6439660 LAKESIDE ALLIANCE 2636 W 15TH AVE GARY IN 46404 CONSTRUCTION MANAGEMENT 4393910 TCC2 JV 303 E WACKER DR 1127 CHICAGO IL 60601 PROJECT MANAGEMENT 2576407 RALPH APPELBAUM ASSOCIATES 88 PINE STREET 29 FL NEW YORK NY 10005 EXHIBIT DESIGN 1500340 ORR GROUP INC 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 FUNDRAISING 1009837 20 171102620 10660522 171102620 393895 393895 10219521 10161481 193285 58040 -193285 -135245 -135245 27790 14397 13393 13393 171374663 13393 0 258650 2325200 2325200 4306610 2114492 1284026 908092 17816737 9163092 4093709 4559936 674038 343597 163845 166596 1392043 709607 338377 344059 1470285 749492 357396 363397 232245 232245 55322 55322 962640 962640 3253779 2473208 446444 334127 509038 249989 207935 51114 1451788 604135 383705 463948 1841574 1057685 406461 377428 467846 258439 60416 148991 193067 147511 2029 43527 1468294 848088 193417 426789 160011 89223 36705 34083 COMMUNICATIONS 1184184 362243 568757 253184 PROGRAM CONTRACTUAL 429500 387500 42000 COLLECTIONS 173130 173130 PROFESSIONAL DEVEL. 169367 75808 67107 26452 40536698 22132439 8939896 9464363 156237536 213600111 212549015 264446435 2997041 2838420 76136494 2855870 57023527 73280624 10568015 9574951 439375134 563740541 6322490 2453714 2250000 34000 516200 741185 598163 9829875 3085877 X 186984793 263842089 242560466 296812575 429545259 560654664 439375134 563740541 130837965 271440 0 X 0 1 X 1 0 X 13175732 231993748 163949264 139662706 171102620 719884070 13175732 231993748 163949264 139662706 171102620 719884070 118495496 601388574 6360 101127 648749 1682892 393895 2833023 722717093 74758 0.83210 0.73540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 22132439 22132439 1000000 250000 0 0 1000000 1000000 2000000 3000000 250000 250000 500000 750000 X 0 1898837 796277 1102560 3789647 2059593 1730054 70448010 70448010 73280624 DEFERRED RENT LIABILITY 598163 598163 X 172726591 271440 887203 193285 1351928 171374663 0 171374663 41617186 887203 193285 1080488 40536698 0 40536698 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 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 OR STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 193,285. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 193,285. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ENGAGEMENT, OUTREACH, AND RESEARCH 22341 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING ACTIVITIES 3578 0 0 0 0 0 0 25919 0 25919 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 1 ORR GROUP INC 3000 K STREET NW WASHINGTON DC 20007 DEVELOPMENT STRATEGY 0 0 751840 -751840 KLB DEVELOPMENT LLC 1851 7TH AVE NEW YORK NY 10026 CULTIVATION AND SOLICITATION 0 0 125000 -125000 4 NORTH CONSULTING LLC 255 COLUMBIA ST BROOKLYN NY 11231 CULTIVATION AND SOLICITATION 0 0 53000 -53000 RESTREPO STRATEGIES LLC 5335 MACARTHUR BLVD WASHINGTON DC 20016 CULTIVATION AND SOLICITATION 0 0 19800 -19800 SKY ADVISORY GROUP INC 11693 SAN VICENTE BLVD LOS ANGELES CA 90049 CULTIVATION AND SOLICITATION 0 0 13000 -13000 962640 -962640 AK AL AR 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 1 EDUCATIONAL RESULTS PARTNERSHIP 428 J STREET STE 320 SACRAMENTO CA 95814 954839405 501(C)(3) 1066200 DEVELOP APPROACH TO ANALYZE DATA REGARDING BOYS AND YOUNG MEN OF COLOR. GOFUNDMEORG 171 MAIN ST BOX 505 LOS ALTOS CA 94063 812279757 501(C)(3) 140000 SUPPORT GRASSROOTS LEADERS TO EMPOWER GIRLS THROUGH EDUCATION. YOUTH GUIDANCE 1 NORTH LASALLE ST STE 900 CHICAGO IL 60602 362167032 501(C)(3) 100000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. THE NATIONAL ARCHIVES ASSEMBLY 8601 ADELPHI ROAD SUITE 5100 COLLEGE PARK MD 20740 521374071 501(C)(6) 99000 DIGITIZATION AND TRANSFER OF OBAMA PRESIDENTIAL RECORDS. AFRICAN-AMERICAN EMPOWERMENT NETWORK 2401 LAKE STREET STE 110 OMAHA NE 68111 264296811 501(C)(3) 67000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. NEW LIFE CENTERS FOR CHICAGOLAND 4101 W 51ST ST CHICAGO IL 60632 202380358 501(C)(3) 67000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. THE MENTORING CENTER 672 - 13TH STREET STE 200 OAKLAND CA 94612 943167241 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. BLACK FAMILY DEVELOPMENT INC 2995 EAST GRAND BOULEVARD DETROIT MI 48202 382248479 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. YOUTH LEADERSHIP INSTITUTE 209 9TH STREET STE 200 SAN FRANCISCO CA 94103 680184712 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. RYSE 205 41ST STREET RICHMOND CA 94805 260692904 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. ORLANDO COMMUNITY AND YOUTH TRUST 595 N PRIMROSE DR ORLANDO FL 32803 650572536 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. JUMA VENTURES 131 STEUART STREET STE 201 SAN FRANCISCO CA 94105 943203203 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. LAWNDALE CHRISTIAN LEGAL CENTER NFP 1530 S HAMLIN AVE CHICAGO IL 60623 272285007 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. NEPPERHAN COMMUNITY CENTER INC 342 WARBURTON AVENUE YONKERS NY 10701 131876350 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. BUILD INC 5100 W HARRISON ST CHICAGO IL 60644 237022085 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. PUERTO RICO COMMUNITY FOUNDATION INC PO BOX 70362 SAN JUAN PUERTO RICO RQ 00936 660413230 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. NACA INSPIRED SCHOOLS NETWORK 1000 INDIAN SCHOOL RD NW ALBUQUERQUE NM 87104 472981893 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. THE MASS MENTORING PARTNERSHIP INC 75 KNEELAND ST 11TH FLOOR BOSTON MA 02111 223207958 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. LIBERTY HILL FOUNDATION 6420 WILSHIRE BOULEVARD STE 700 LOS ANGELES CA 90048 510181191 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. CHANGE HAPPENS 3353 ELGIN STREET HOUSTON TX 77004 760297531 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT 1321 GARDEN HIGHWAY SACRAMENTO CA 95833 455282243 501(C)(3) 50000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. SOUTH SHORE DRILL TEAM & PERFORMING ARTS ENSEMBLE 7218 S SOUTH CHICAGO AVE CHICAGO IL 60619 364297695 501(C)(3) 36000 SUPPORT MBK NETWORK ORGANIZATIONS TO MAINTAIN THEIR LEVEL OF COMMUNITY SERVICES. 21 1 PART I, LINE 2: GRANTEES ARE AWARDED BY COMMITTEES BASED ON VARIOUS FACTORS AND ARE RANKED USING A SCORING SYSTEM. THE COMMITTEE MEMBERS CONSIST OF FOUNDATION EMPLOYEES WHO ARE QUALIFIED TO EVALUATE THE MERITS OF THE GRANT APPLICATIONS. ONCE SELECTED, GRANTEES ARE REQUIRED TO SUBMIT INTERIM REPORTS AS WELL AS A FINAL ACCOUNTING OF ALL EXPENDITURES, DELIVERABLES AND RESULTS 90 DAYS AFTER THE TERMINATION OF THE GRANT. X X X X 0 0 0 0 0 0 0 0 0 DAVID SIMAS CHIEF EXECUTIVE OFFICER 575839 0 0 0 0 0 11400 0 20827 0 608066 0 0 0 ROBBIN COHEN EXECUTIVE DIRECTOR 518282 0 0 0 0 0 11400 0 22231 0 551913 0 0 0 ADEWALE ADEYEMO PRESIDENT 540000 0 0 0 0 0 0 0 6477 0 546477 0 0 0 GLENN BROWN CHIEF DIGITAL OFFICER (END 12/2020) 472218 0 0 0 0 0 11400 0 7383 0 491001 0 0 0 RALPH LESLIE CHIEF FINANCIAL OFFICER 357241 0 0 0 0 0 11400 0 9620 0 378261 0 0 0 ADDAR LEVI GENERAL COUNSEL 333228 0 0 0 0 0 11400 0 13047 0 357675 0 0 0 BERNADETTE MEEHAN CHIEF INTERNATIONAL OFFICER 311431 0 0 0 0 0 11400 0 20024 0 342855 0 0 0 ANNE FILIPIC CHIEF PROGRAM OFFICER (END 9/2020) 322931 0 0 0 0 0 11400 0 5997 0 340328 0 0 0 JORDAN KAPLAN CHIEF DEVELOPMENT OFFICER 322612 0 0 0 0 0 0 0 14579 0 337191 0 0 0 MICHAEL STRAUTMANIS CHIEF ENGAGEMENT OFFICER 299694 0 0 0 0 0 11400 0 20757 0 331851 0 0 0 CLARISSA PETERSON INTERIM DIRECTOR OF PEOPLE 280900 0 0 0 0 0 0 0 0 0 280900 0 0 0 MARY ELIZABETH CISNEROS DEPUTY GENERAL COUNSEL 243264 0 0 0 0 0 9642 0 19958 0 272864 0 0 0 ROARK FRANKEL DIR. OF PLAN. AND CONSTRUCTION 257427 0 0 0 0 0 387 0 13864 0 271678 0 0 0 LOUISE BERNARD MUSEUM DIRECTOR 253134 0 0 0 0 0 9761 0 7814 0 270709 0 0 0 MICHAEL SMITH DIR, MBK ALLIANCE & YOUTH OPP 220329 0 0 0 0 0 8487 0 7507 0 236323 0 0 0 ELISABETH SICILIANO DIR, OFFICE OF CEO & CORP COUNSEL 211082 0 0 0 0 0 8130 0 1712 0 220924 0 0 0 X 42 10161481 FMV, DATE OF RECEIPT X 1 162550 COMPARABLE PROPERTIES X SOFTWARE 2 336491 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 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, HOUSING THE PRESIDENTIAL MUSEUM, IN JACKSON PARK ON THE SOUTH SIDE OF CHICAGO. 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 OBAMA FELLOWS, SCHOLARS, LEADERS, COMMUNITY LEADERSHIP CORPS, 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 A, LINE 4 THE BARACK OBAMA FOUNDATION AMENDED ITS BYLAWS ON FEBRUARY 5, 2020 TO CHANGE THE COMPOSITION OF THE EXECUTIVE COMMITTEE TO INCLUDE BOTH OFFICERS AND COMMITTEE CHAIRS. 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 TO REVIEW AND COMPLETE A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. THE FOUNDATION'S GENERAL COUNSEL REVIEWS ALL DISCLOSURES AND WORKS WITH THE DISINTERESTED MEMBERS OF THE AUDIT AND RISK COMMITTEE AND THE BOARD OF DIRECTORS 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, EXECUTIVE DIRECTOR 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