2021-08-11T11:51:38-05:00 2020-09-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-10-01 263660127 TORY BURCH FOUNDATION INC TORY 6467236689 11 WEST 19TH STREET 7TH FL NEW YORK NY 10011 ROBERT ISEN CHAIR 6467236689 2021-08-11 1 GARRETT M HIGGINS P00543209 9143818900 2021-08-11 2019 2022-09-23 18:48:47Z LAURIE FABIANO 11 WEST 19TH STREET 7TH FL NEW YORK NY 10011 5425081 0 X WWW.TORYBURCHFOUNDATION.ORG X 2008 DE TO EMPOWER WOMEN AND ENTREPRENEURS BY PROVIDING ACCESS TO CAPITAL, EDUCATION AND DIGITAL RESOURCES. 11 11 0 100 0 0 2932433 5365048 0 0 126118 60033 0 0 3058551 5425081 252333 372811 0 0 50670 82431 0 0 0 1039362 1853458 1342365 2308700 1716186 3116381 9977984 13185456 380968 448807 9597016 12736649 X TO EMPOWER WOMEN AND ENTREPRENEURS BY PROVIDING ACCESS TO CAPITAL, EDUCATION AND DIGITAL RESOURCES. 0 0 1928106 372811 CAPITALTHE TORY BURCH FOUNDATION CAPITAL PROGRAM POWERED BY BANK OF AMERICA PROVIDES WOMEN ENTREPRENEURS IN THE UNITED STATES THE OPPORTUNITY TO ACCESS AFFORDABLE LOANS THROUGH COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS. THE LOANS ARE MADE TO WOMEN ENTREPRENEURS OPERATING EARLY STAGE VENTURES IN ALL INDUSTRIES. EDUCATIONAS A RESULT OF THE COVID-19 PANDEMIC, THE TORY BURCH FOUNDATION PIVOTED TO OFFER SMALL BUSINESS OWNERS CREDIBLE, QUALITY INFORMATION FOR FREE TO HELP THEM NAVIGATE THE CHANGING LANDSCAPE. IN APRIL 2020, THE FOUNDATION LAUNCHED A RECURRING SMALL BUSINESS WEBINAR SERIES TO PROVIDE THE MOST RELEVANT AND CURRENT INFORMATION FOR WOMEN BUSINESS OWNERS. THE SERIES IS MODERATED BY THE FOUNDATION'S CHIEF OPERATING OFFICER, GABRIELLE RAYMOND MCGEE, AND FEATURES TOP EXPERTS. IN FY20, THE FOUNDATION HOSTED A TOTAL OF 14 WEBINARS. ADDITIONALLY, THE FOUNDATION CONTINUES TO PRODUCE FREE ARTICLES AND ONLINE TOOLS FOR OUR COMMUNITY IN ORDER TO ENSURE SMALL BUSINESS OWNERS HAVE THE RESOURCES THEY NEED TO SURVIVE AND SUSTAIN BEYOND THE PANDEMIC.DIGITAL RESOURCESTHE TORY BURCH FOUNDATION WEBSITE IS A DIGITAL RESOURCE HUB WITH COMPREHENSIVE AND TIMELY CONTENT FOR ENTREPRENEURS. THERE ARE SCORES OF ORIGINAL ARTICLES ADDRESSING FINANCE, MARKETING, OPERATIONS AND MORE; INTERVIEWS WITH SUCCESSFUL BUSINESS LEADERS; AND TOOLS, SUCH AS A BUSINESS PLAN BUILDER. THERE IS ALSO A DONATION PORTAL FOR THE PUBLIC AT WWW.TORYBURCHFOUNDATION.ORG.FELLOWS PROGRAMTHE TORY BURCH FOUNDATION FELLOWS PROGRAM IS A NATIONAL PROGRAM FOR EARLY-STAGE WOMEN ENTREPRENEURS. WOMEN ENTREPRENEURS FROM ACROSS THE UNITED STATES SUBMIT APPLICATIONS ONLINE. 50 ENTREPRENEURS ARE SELECTED ANNUALLY. EACH FELLOW RECEIVES ONE-YEAR OF VIRTUAL EDUCATION PROGRAMMING, WORKSHOPS AND BUSINESS GUIDANCE, A $5,000 GRANT FOR BUSINESS EDUCATION, AND ACCESS TO THE FOUNDATION'S PRIVATE ONLINE PEER COMMUNITY OF FELLOWS. IN NOVEMBER 2020, THE FOUNDATION LAUNCHED AN EXCLUSIVE LOAN PROGRAM THAT PROVIDES $15-25K NO-INTEREST LOANS FOR WORKING CAPITAL NEEDS. #EMBRACEAMBITION CAMPAIGN AND EVENTSTHE FOUNDATION'S INITIATIVE #EMBRACEAMBITION LAUNCHED IN MARCH 2017 AS A GLOBAL INITIATIVE TO CHANGE THE CULTURAL STIGMA AROUND AMBITION IN WOMEN. IN 2018, THE FOUNDATION LAUNCHED THE EMBRACE AMBITION SUMMIT, A ONE-DAY EVENT COMMITTED TO CONFRONTING STEREOTYPES AND UNCONSCIOUS BIAS. IN 2019, THE FOUNDATION CONTINUED ITS EFFORTS WITH THE EMBRACE AMBITION SERIES, WHICH VISITED 10 CITIES THROUGHOUT THE COUNTRY IN JUST FIVE DAYS. IN MARCH 2020, THE FOUNDATION HOSTED ITS SECOND EMBRACE AMBITION SUMMIT. DURING FISCAL YEAR 2020, THE ORGANIZATION MADE SIX GRANTS TO OTHER 501(C)(3) ORGANIZATIONS FOR THE COMMON PURPOSE OF FIGHTING RACIAL INJUSTICE. 1928106 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 NY X X X FLYNN FAMILY OFFICE 2122023230 139 WEST 50TH STREET 19TH FLOOR NEW YORK NY 10020 X LAURIE FABIANO PRESIDENT 40.00 X 40481 0 0 TORY BURCH FOUNDER AND DIRECTOR 3.00 X X 0 0 0 ROBERT ISEN CHAIR AND TREASURER 3.00 X X 0 0 0 JAMES ROBINSON SECRETARY 2.00 X X 0 0 0 HAYLEY BOESKY DIRECTOR 1.00 X 0 0 0 SUSAN DUFFY DIRECTOR 1.00 X 0 0 0 YASMIN GREEN DIRECTOR 1.00 X 0 0 0 TRACEY KOZMETSKY DIRECTOR 1.00 X 0 0 0 PERRI PELTZ DIRECTOR 1.00 X 0 0 0 DEBORAH ROBERTS DIRECTOR 1.00 X 0 0 0 JAMIE TISCH DIRECTOR 1.00 X 0 0 0 TONY TJAN DIRECTOR 1.00 X 0 0 0 40481 0 0 0 0 0 0 0 5365048 5365048 60033 60033 5425081 0 0 60033 115102 115102 257709 257709 82431 82431 17837 17837 51980 51980 40000 40000 60096 39765 20331 40024 419 39605 16926 153 16773 PROGRAMMING/PRODUCTION 1483749 1462991 20758 MENTORING/EDU. EVENTS 142846 11967 130879 2308700 1928106 380594 0 1689930 375657 5866261 10271917 2366831 2460373 51920 77177 3042 332 9977984 13185456 76450 43542 241239 350865 63279 54400 380968 448807 X 9597016 12736649 9597016 12736649 9977984 13185456 3116381 23252 0 X X 0 1 X 0 0 X 1130291 1240743 2870640 2932433 5365048 13539155 1130291 1240743 2870640 2932433 5365048 13539155 9443927 4095228 32131 42164 74866 126118 60033 335312 13874467 0.29520 0.28040 X IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.170A-9(F)(3), THE TORY BURCH FOUNDATION IS PUBLICLY SUPPORTED BECAUSE IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, THAT IS, ITS PUBLIC SUPPORT EXCEEDS 10% OF ITS TOTAL SUPPORT, AND IT MEETS THE OTHER REQUIREMENTS OF PARAGRAPH (F)(3). THE FOUNDATION ALSO MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.1. PERCENTAGE OF SUPPORTTHE TORY BURCH FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS 29.52%, WELL ABOVE THE 10% REQUIRED TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION WHEN MEETING THE FACTS-AND-CIRCUMSTANCES TEST. 2. SOURCES OF SUPPORTTHE FOUNDATION RECEIVED DONATIONS FROM MORE THAN 5,000 DIFFERENT DONORS OVER THE FIVE-YEAR MEASUREMENT PERIOD. THE FOUNDATION RELIES ON CONTRIBUTIONS, AND NOT ENDOWMENT FUNDS, TO SUPPORT ITS MISSION. IN GENERAL, THESE DONORS WERE NOT RELATED TO EACH OTHER.3. REPRESENTATIVE GOVERNING BODYTHE TORY BURCH FOUNDATION'S GOVERNING BODY - ITS BOARD OF DIRECTORS - REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. BOARD MEMBERS INCLUDE CEOS, LAWYERS, PHILANTHROPISTS, CIVIC VOLUNTEERS, AND BUSINESS LEADERS ACROSS A WIDE VARIETY OF INDUSTRIES INCLUDING BANKING, EDUCATION, VENTURE CAPITAL, NOT-FOR-PROFIT FOUNDATIONS, MARKETING, AND FASHION. THE FOUNDATION'S BOARD THEREBY EMBODIES AND ESPOUSES AN EXTENSIVE CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE NATIONAL COMMUNITY OF WOMEN ENTREPRENEUR. IN ADDITION, BOARD MEMBERS HAVE SPECIALIZED KNOWLEDGE AND EXPERTISE IN THE FIELD OF WOMEN'S ENTREPRENEURSHIP, AND ARE APTLY POSITIONED TO GOVERN AN ORGANIZATION THAT FOCUSES ON THE EMPOWERMENT OF WOMEN ENTREPRENEURS THROUGH ACCESS TO CAPITAL, ENTREPRENEURIAL EDUCATION, AND MENTORING AND NETWORKING OPPORTUNITIES. FOR EXAMPLE, VARIOUS BOARD MEMBERS ARE THEMSELVES ENTREPRENEURS, LEADERS IN BUSINESS AND FINANCE, AND/OR HOLD POSITIONS WITH OTHER ORGANIZATIONS THAT ALIGN WITH THE TENETS OF THE FOUNDATION, RESULTING IN A DEEP EXPERTISE IN THE FIELD OF WOMEN'S ENTREPRENEURSHIP. BOARD MEMBERS ARE REPRESENTED IN ORGANIZATIONS SUCH AS THE TRUSTEES COUNCIL OF PENN WOMEN, THE CENTER FOR WOMEN'S ENTREPRENEURIAL LEADERSHIP AT BABSON COLLEGE, THE INTERNATIONAL COUNCIL FOR SMALL BUSINESS, AMONG MANY OTHERS.ABBREVIATED BOARD MEMBER BIOGRAPHIES FOLLOW BELOW:TORY BURCHTORY BURCH IS THE EXECUTIVE CHAIRMAN AND CHIEF CREATIVE OFFICER OF TORY BURCH LLC, AN AMERICAN LIFESTYLE BRAND. TORY LAUNCHED THE COMPANY IN 2004 WITH A SMALL BOUTIQUE ON ELIZABETH STREET IN NEW YORK CITY AS WELL AS AN ECOMMERCE SITE. THE BRAND HAS SINCE GROWN INTO A GLOBAL BUSINESS WITH BOUTIQUES FROM NEW YORK TO PARIS AND SHANGHAI.IN 2015, SHE LAUNCHED TORY SPORT, A COLLECTION OF PERFORMANCE ACTIVEWEAR THAT BALANCES CUTTING-EDGE FUNCTIONALITY WITH CLASSIC DESIGN. SOCIAL RESPONSIBILITY WAS BUILT INTO TORY'S BUSINESS PLAN AND HAS BEEN A PART OF THE COMPANY FROM ITS INCEPTION. IN 2009, SHE LAUNCHED THE TORY BURCH FOUNDATION TO ADVANCE WOMEN'S EMPOWERMENT AND ENTREPRENEURSHIP IN THE UNITED STATES BY PROVIDING ACCESS TO CAPITAL, EDUCATION AND DIGITAL RESOURCES, AS WELL AS A FELLOWSHIP PROGRAM. TO DATE, OVER $60M IN LOANS HAVE BEEN DISTRIBUTED TO OVER 3,500 WOMEN ENTREPRENEURS THROUGH THE FOUNDATION'S CAPITAL PROGRAM POWERED BY BANK OF AMERICA.TORY ALSO SERVES ON SEVERAL BOARDS INCLUDING THE SOCIETY OF MEMORIAL SLOAN-KETTERING CANCER CENTER AND THE JAY H. BAKER RETAILING CENTER AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL. IN ADDITION, SHE IS A MEMBER OF THE COUNCIL ON FOREIGN RELATIONS. TORY HAS BEEN RECOGNIZED WITH NUMEROUS AWARDS AND HONORS, INCLUDING THE CFDA FOR ACCESSORY DESIGNER OF THE YEAR, FORBES'S MOST POWERFUL WOMEN IN THE WORLD, THE BREAST CANCER RESEARCH FOUNDATION'S SANDRA TAUB HUMANITARIAN AWARD AND GLAMOUR'S WOMEN OF THE YEAR. HER FIRST BOOK, TORY BURCH IN COLOR (ABRAMS, 2014), WAS A NEW YORK TIMES BEST SELLER.A GRADUATE OF THE UNIVERSITY OF PENNSYLVANIA WITH A DEGREE IN ART HISTORY, TORY LIVES IN NEW YORK CITY WITH HER HUSBAND AND SONS.HAYLEY BOESKYHAYLEY BOESKY IS MANAGING DIRECTOR AND EXECUTIVE VICE CHAIRMAN OF GLOBAL CORPORATE & INVESTMENT BANKING AT BOFA SECURITIES, THE INSTITUTIONAL BROKER DEALER BUSINESS OF BANK OF AMERICA. IN THIS ROLE, SHE COLLABORATES ACROSS ALL ENTERPRISE LINES OF BUSINESS TO DEEPEN RELATIONSHIPS WITH THE FIRM'S CLIENTS AROUND THE WORLD. SHE ALSO SERVES AS A LIAISON WITH THE GLOBAL POLICYMAKING COMMUNITY, FOSTERING CONNECTIVITY ON AREAS AT THE FOREFRONT OF MARKET AND REGULATORY DEVELOPMENTS. BOESKY PREVIOUSLY SERVED AS VICE CHAIRMAN OF GLOBAL MARKETS.SUSAN DUFFYDR. SUSAN DUFFY IS THE EXECUTIVE DIRECTOR OF THE BABSON COLLEGE CENTER FOR WOMEN'S ENTREPRENEURIAL LEADERSHIP (CWEL), A CO-FOUNDER OF THE WOMEN INNOVATING NOW (WIN) LAB VENTURE ACCELERATOR, AND AN INSPIRED EDUCATOR AND ADVOCATE FOR INCLUSIVE INNOVATION AS A DRIVER OF SOCIAL AND ECONOMIC GROWTH. THROUGHOUT HER CAREER SUSAN HAS RECREATED WHAT IS POSSIBLE FOR THE ORGANIZATIONS SHE LEADS ACROSS DIVERSE SECTORS INCLUDING PHARMA; PROFESSIONAL SERVICES; ROBOTICS; AND EDUCATION. SUSAN EARNED HER PH.D. FROM THE GEORGE WASHINGTON UNIVERSITY, IS A MEMBER OF THE PRESTIGIOUS WILFORD WHITE FELLOWS OF THE INTERNATIONAL COUNCIL FOR SMALL BUSINESS, AND RECEIVED THE 2019 PRACTITIONER OF THE YEAR AWARD FROM THE UNITED STATES ASSOCIATION FOR SMALL BUSINESS AND ENTREPRENEURSHIP. SUSAN IS A MEMBER OF THE NATIONAL WOMEN'S BUSINESS COUNCIL, SITS ON THE BOARD OF THE TORY BURCH FOUNDATION, AND SERVES ON THE EXPERT ADVISORY GROUP OF THE BIO-SCIENCE INVESTOR INCLUSION GROUP.YASMIN GREENYASMIN GREEN IS THE DIRECTOR OF RESEARCH AND DEVELOPMENT FOR JIGSAW, A UNIT WITHIN GOOGLE FOCUSED ON SOLVING GLOBAL SECURITY CHALLENGES THROUGH TECHNOLOGY. SHE PREVIOUSLY PIONEERED APPROACHES TO COUNTER VIOLENT EXTREMISM AND STATE-SPONSORED DISINFORMATION, INCLUDING SEEDING THE FIRST ONLINE NETWORK OF FORMER VIOLENT EXTREMISTS AND SURVIVORS OF TERRORISM, LAUNCHING THE REDIRECT METHOD ADVERTISING-BASED PROGRAM TO CONFRONT ONLINE RADICALIZATION, AND INFORMING CROSS-PLATFORM RESPONSES TO COORDINATED DISINFORMATION CAMPAIGNS. PRIOR TO THIS, GREEN CO-CHAIRED THE EUROPEAN COMMISSION'S WORKING GROUP ON ONLINE RADICALIZATION FROM 2014 TO 2015. SHE IS A MEMBER OF THE ASPEN CYBERSECURITY GROUP AND THE DIGITAL COMMISSION ON INFORMATION DISORDER AT THE ASPEN INSTITUTE AND THE ANTI-DEFAMATION LEAGUE BOARD OF DIRECTORS.ROBERT ISENROBERT IS CHIEF LEGAL OFFICER & PRESIDENT OF CORPORATE DEVELOPMENT. HE JOINED THE COMPANY IN SEPTEMBER 2008. PRIOR TO JOINING TORY BURCH, ROBERT WAS AN ENTREPRENEUR/FOUNDER, KEY OPERATING EXECUTIVE, AND ADVISOR WITH VARIOUS COMPANIES; INCLUDING BEMIS COMPANY, CONTINUUM AND VIAPACK. HE LAUNCHED HIS CAREER AS A CORPORATE ATTORNEY IN WASHINGTON, DC AND PHILADELPHIA, PA BEFORE MOVING ON TO PARAMOUNT PACKAGING CORPORATION (A PHILADELPHIA-BASED GLOBAL PACKAGING COMPANY) AS GENERAL COUNSEL AND EXECUTIVE VICE PRESIDENT. ROBERT RECEIVED HIS BACHELOR OF ARTS IN PSYCHOLOGY FROM DUKE UNIVERSITY BEFORE GRADUATING FROM BOSTON UNIVERSITY SCHOOL OF LAW. HE IS A MEMBER OF YOUNG PRESIDENTS ORGANIZATION/WPO AND SERVES ON THE BOARD OF TORY BURCH, LLC.TRACEY KOZMETSKYTRACEY DONOHO KOZMETSKY IS A PHILANTHROPIC LEADER IN HER 26TH YEAR OF WORK WITH THE KOZMETSKY FAMILY FOUNDATION, FORMERLY THE RGK FOUNDATION, WHICH IS AN INDEPENDENT FOUNDATION COMMITTED TO SPARKING MEANINGFUL IMPACT THROUGH GRANTS FOR BASIC NEEDS, EDUCATION, AND HEALTH, WITH SPECIAL EMPHASIS GIVEN TO VETERANS, WOMEN, AND CHILDREN. SHE IS A MEMBER OF THE UNIVERSITY OF TEXAS AT AUSTIN SCHOOL OF UNDERGRADUATE STUDIES ADVISORY COUNCIL AND DALLAS' CRYSTAL CHARITY BALL. TRACEY SERVED ON THE BOARD OF DIRECTORS OF DALLAS CHILDREN'S MEDICAL CENTER AND IS A FORMER PRESIDENT OF THE DALLAS CHILDREN'S ADVOCACY CENTER BOARD OF TRUSTEES. SHE IS THE RECIPIENT OF THE DALLAS NORTH STAR AND RUTH SHARP ALTSHULER AWARDS.TRACEY EARNED A BACHELOR OF ARTS DEGREE MAGNA CUM LAUDE FROM TEXAS CHRISTIAN UNIVERSITY. SHE BEGAN HER PROFESSIONAL CAREER IN NEW YORK CITY AT WOMEN'S WEAR DAILY/FAIRCHILD PUBLICATIONS AND WENT ON TO WORK IN MARKETING AND BUSINESS DEVELOPMENT AT COSMAIR/LOREAL PROFESSIONNEL. SHE CONTINUED HER PROFESSIONAL GROWTH AND DEVELOPMENT BY CO-FOUNDING A PUBLIC RELATIONS FIRM, ENGELKING KOZMETSKY COMMUNICATIONS IN AUSTIN, TEXAS. PERRI PELTZ PERRI PELTZ IS AN EMMY-WINNING DOCUMENTARY FILMMAKER, JOURNALIST, AND PUBLIC HEALTH ADVOCATE. MOST RECENTLY, PERRI CREATED THE DOCUMENTARY NEWS SERIES AXIOS ON HBO WITH MATTHEW O'NEILL. PERRI & MATTHEW ALSO CO-DIRECTED AND PRODUCED THE 2019 HBO DOCUMENTARY, ALTERNATE ENDINGS: SIX NEW WAYS TO DIE IN AMERICA. PREVIOUSLY, PERRI DIRECTED THE HBO DOCUMENTARY, WARNING: THIS DRUG MAY KILL YOU, ABOUT THE OPIOID ADDICTION EPIDEMIC. SHE PRODUCED THE HBO DOCUMENTARY RISKY DRINKING AND CO-DIRECTED A CONVERSATION ABOUT GROWING UP BLACK AS PART OF THE "CONVERSATION ON RACE" SERIES FOR THE NEW YORK TIMES OP-DOCS. OTHER FILMS INCLUDE HBO'S REMEMBERING THE ARTIST: ROBERT DE NIRO, SR. AND PRISON DOGS. PERRI HOSTS "THE PERRI PELTZ SHOW" ON SIRIUSXM AND IS A DOCTORAL CANDIDATE AT COLUMBIA UNIVERSITY'S SCHOOL OF PUBLIC HEALTH. SHE WAS PREVIOUSLY AN AWARD-WINNING BROADCAST JOURNALIST FOR NBC, ABC, AND CNN. DEBORAH ROBERTS DEBORAH ROBERTS IS AN AWARD WINNING JOURNALIST AT ABC NEWS WHO SERVES AS A SENIOR NATIONAL AFFAIRS CORRESPONDENT. ROBERTS REGULARLY REPORTS FOR 20/20, GOOD MORNING AMERICA, NIGHTLINE AND WORLD NEWS TONIGHT WITH DAVID MUIR. SHE ALSO CONTRIBUTES AS A FILL IN HOST ON THE VIEW AND SUBSTITUTE ANCHOR ON NIGHTLINE. ROBERTS HAS BEEN AWARDED A PEABODY FOR HER IN DEPTH REPORTING ON THE BREONNA TAYLOR STORY AS WELL AS MULTIPLE EMMY AWARDS FOR HER INTERNATIONAL AND NATIONAL COVERAGE OF HARD HITTING ISSUES. ROBERTS IS ALSO AN AUTHOR OF BEEN THERE DONE THAT: FAMILY WISDOM FOR MODERN TIMES, A BOOK SHE CO-WROTE WITH HER HUSBAND, AL ROKER. ROBERTS MAKES HER HOME IN MANHATTAN WITH ROKER AND THEIR CHILDREN. JAMES ROBINSON JAMIE IS FOUNDER AND CEO OF TAPP TECHNOLOGIES, A BEVERAGE ANALYTICS AND ENGAGEMENT COMPANY. LAUNCHING HIS CAREER AS A CERTIFIED NFL AGENT, JAMIE HAS NEGOTIATED SPORTS AND ENTERTAINMENT MERCHANDISING, LICENSING AND SPONSORSHIP AGREEMENTS TOTALING IN EXCESS OF $1 BILLION. HE HAS ALSO CREATED MARKETING CAMPAIGNS ON BEHALF OF A NUMBER OF THE NATION'S LEADING BRANDS INCLUDING HALLMARK CARDS, FANATICS, GAP, MCDONALD'S, COCA-COLA, RAWLINGS SPORTING GOODS, DUNKIN' DONUTS AND MANY OTHERS. IN HIS SPARE TIME, JAMIE LOVES TO SEARCH FOR "EARTH'S TREASURES AND WAS THE FIRST PERSON TO PROVE THAT DINOSAURS AND T REX ONCE ROAMED SWEET GRASS COUNTY IN MONTANA. HE IS A MEMBER NATIONAL OF THE EXPLORERS CLUB AND COLLECTS ART AND IS AN ASPIRING CHEF. JAMIE TISCH JAMIE IS AN ENTREPRENEUR AND PHILANTHROPIST. IN 2008, SHE CO-FOUNDED FASHIONOLOGY LA, A CHILDREN'S CLOTHING STORE IN LOS ANGELES. IN 2003, SHE CO-FOUNDED THE ENTERTAINMENT INDUSTRY'S WOMEN'S CANCER RESEARCH FUND. THE WOMEN'S CANCER RESEARCH FUND WAS CREATED TO SUPPORT INNOVATIVE RESEARCH, EDUCATION AND OUTREACH DIRECTED TOWARD THE EARLY DIAGNOSIS, TREATMENT AND PREVENTION OF ALL WOMEN'S CANCERS. TONY TJAN TONY TJAN IS CEO OF CUE BALL GROUP, A PRIVATE INVESTMENT FIRM FOCUSED ON LONG-TERM AND TRANSFORMATIVE OPPORTUNITIES ACROSS TECHNOLOGY, MEDIA AND CONSUMER BRANDS. HE ALSO IS CO-FOUNDER AND CHAIRMAN OF MINILUXE, THE LIFESTYLE NAIL CARE BRAND THAT IS POSITIVELY CHANGING THE INDUSTRY, AND WAS THE FOUNDER OF ZEFER, ONE OF THE EARLIEST WEB APPLICATION COMPANIES. PREVIOUSLY HE PLAYED SENIOR LEADERSHIP ROLES AT THOMSON REUTERS AND THE PARTHENON GROUP. TONY HAS WRITTEN OVER 100 PIECES FOR HARVARD BUSINESS REVIEW AND IS A NEW YORK TIMES BEST-SELLING AUTHOR OF HEART, SMARTS, GUTS AND LUCK AND AUTHOR OF GOOD PEOPLE. HE SERVES ON THE MIT MEDIA LAB ADVISORY COUNCIL AND IS A RECIPIENT OF THE ELLIS ISLAND MEDAL OF HONOR. 4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; TORY BURCH FOUNDATION PROVIDES SERVICES FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS, PLEASE SEE SCHEDULE O FOR INFORMATION ABOUT THE ORGANIZATION'S PROGRAMS. 5. DIVERSIFYING DONATIONS TORY BURCH FOUNDATION RECEIVED CONTRIBUTIONS FROM MORE DIVERSE DONORS DURING FY2020 WHICH SHOWS THE ORGANIZATION'S EFFORTS TO BROADEN ITS FUNDRAISING AND SUPPORT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 9854330 23252 4405997 4429249 5425081 0 5425081 6714697 4405997 4405997 2308700 0 2308700 PART X, LINE 2: TBF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT TBF HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. TBF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2017. 1 ACTBLUE CHARITIES INC 366 SUMMER STREET SOMERVILLE MA 02144 473739141 501(C)(3) 20000 TO HELP ERADICATE WHITE SUPREMACY AND BUILD LOCAL POWER TO INTERVENE IN VIOLENCE INFLICTED ON BLACK COMMUNITIES EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 631135091 501(C)(3) 20000 TO HELP END MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES NAACP LEGAL DEFENSE & EDUCATION FUND INC 40 RECTOR STREET 5TH FLOOR NEW YORK NY 10006 131655255 501(C)(3) 20000 TO EXPAND DEMOCRACY, ELIMINATE DISPARITIES, AND ACHIEVE RACIAL JUSTICE ARTS BUSINESS COLLABORATIVE 3802 61ST STREET WOODSIDE NY 11377 832173068 501(C)(3) 20000 TO ADDRESS THE GLOBAL CRISIS FACED BY BLACK TRANS PEOPLE MITCHELL KAPOR FOUNDATION 2148 BROADWAY OAKLAND CA 946122310 943330604 501(C)(3) 20000 TO MAKE THE TECHNOLOGY ECOSYSTEM AND ENTREPRENEURSHIP MORE DIVERSE AND INCLUSIVE. THE 19TH NEWS 3267 BEE CAVES ROAD SUITE 107353 AUSTIN TX 78746 842627202 501(C)(3) 15000 TO EMPOWER WOMEN, PEOPLE OF COLOR AND THE LGBTQ+ COMMUNITY 6 0 FELLOWS GRANTS 50 257709 PART I, LINE 2: THE TORY BURCH FOUNDATION FELLOWS PROGRAM IS A NATIONAL YEAR-LONG FELLOWSHIP PROGRAM FOR WOMEN ENTREPRENEURS. WOMEN ENTREPRENEURS, FROM ACROSS THE UNITED STATES, SUBMIT APPLICATIONS THROUGH AN ONLINE PORTAL. APPLICANTS GO THROUGH A RIGOROUS REVIEW PROCESS. FELLOWS SELECTION IS BASED ON A VARIETY OF FACTORS, INCLUDING: - PERSONAL STATEMENT AND RESUME - THE BUSINESS PLAN - SOCIAL RESPONSIBILITY - PROPOSED USE OF EDUCATION GRANT - SCREENING INTERVIEW UP TO 50 FELLOWS WILL BE SELECTED FROM AMONG ALL ELIGIBLE APPLICANTS, AND WE TAKE INTO CONSIDERATION MULTIPLE FACTORS INCLUDING, BUT NOT LIMITED TO, HOW THE BUSINESS CREATES POSITIVE AND LASTING IMPACT, WHAT UNIQUE FACTORS DIFFERENTIATE THE BUSINESS, WHAT PROBLEMS THE BUSINESS SOLVE, THE SUBSTANCE AND QUALITY OF THE BUSINESS PLAN, WHAT OBSTACLES THE APPLICANT HAS OVERCOME, AND INVESTMENT OPPORTUNITIES. ALL FELLOWS RECEIVE EDUCATION GRANTS AND REQUEST APPROVAL FROM FOUNDATION STAFF PRIOR TO USING THEIR EDUCATIONAL GRANT FUNDING. FOUNDATION STAFF REGULARLY MONITOR GRANT USAGE THROUGH AN ONLINE PORTAL THAT CAPTURES ALL TRANSACTIONS. FELLOWS ARE ASKED TO SUBMIT SEMIANNUAL UPDATES AND CORRESPOND WITH FOUNDATION STAFF REGULARLY VIA EMAIL, OUR PRIVATE ONLINE COMMUNITY, AND/OR ON VIRTUAL CALLS. THE ORGANIZATION PROVIDED SIX GRANTS TO ORGANIZATION DURING THE TAX YEAR 2020. ALL ORGANIZATION ARE 501(C)(3) PUBLIC CHARITIES WITH THE COMMON MISSION OF FIGHTING RACIAL INJUSTICE, WHICH IS IN FURTHERANCE OF THE ORGANIZATION'S MISSION TO EMPOWER WOMEN AND ENTREPRENEURS. THE DONATION WERE FOR GENERAL OPERATING SUPPORT OF THESE PUBLIC CHARITIES. FORM 990, PART VI, SECTION A, LINE 2 TORY BURCH (FOUNDER AND PRESIDENT), ROBERT ISEN (CHAIRPERSON AND TREASURER), AND JAMES ROBINSON (SECRETARY) HAVE A FAMILY RELATIONSHIP. TORY BURCH (FOUNDER AND PRESIDENT) AND ROBERT ISEN (CHAIRPERSON AND TREASURER) HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE CURRENTLY NO COMMITTEES THAT ARE MADE UP OF THE BOARD MEMBERS. THE CURRENT BOARD OVERSEES ALL AREAS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B TORY BURCH FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY TRANSMITTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TORY BURCH FOUNDATION HAS IN PLACE A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO ALL DIRECTORS, AND PRINCIPAL OFFICERS. EACH DIRECTOR AND OFFICER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. AN INTERESTED PERSON MUST DISCLOSE AS SOON AS PRACTICABLE TO THE DIRECTORS THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS RELATED TO THE CONFLICT. IN THE EVENT THAT A CONFLICT OF INTEREST ARISES, THE INTERESTED PERSON WITH WHOM THE CONFLICT PERTAINS TO IS EXCLUDED FROM VOTING ON THE ISSUE. HE/SHE LEAVES THE ROOM AND THE REMAINING BOARD DECIDE IF A CONFLICT OF INTEREST EXISTS. WITH RESPECT TO ANY BOARD DISCUSSION, DECISION, OR ACTIONS INVOLVING TRANSACTIONS IN WHICH A DIRECTOR OR OFFICER HAS A CONFLICT OF INTEREST, THE MINUTES OF THE GOVERNING BOARD WILL REFLECT THE BOARD'S DELIBERATIONS AND VOTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 11 WEST 19TH STREET, 7TH FLOOR, NEW YORK, NY 10011. FORM 990, PART VII, SECTION A: THE EXECUTIVE DIRECTOR OF TORY BURCH FOUNDATION, INC. (FOUNDATION) IS EMPLOYED AND COMPENSATED BY TORY BURCH LLC. HER TIME IS DONATED BY TORY BURCH LLC. IN ADDITION, THE EXECUTIVE DIRECTOR WAS PAID $40,481 BY THE FOUNDATION IN 2019 FOR MARKETING AND EVENT SERVICES RENDERED TO THE FOUNDATION THROUGH HER LLC. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S FULL BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.