2021-09-29T13:18:54-05:00 2020-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2020-01-01 131837418 CANDID FOUN 2126204230 32 OLD SLIP 24TH FL NEW YORK NY 10005 PUNIT KOHLI VP OF FINANCE 2126204230 2021-11-15 1 PUNIT KOHLI XXX-XX-XXXX GARRETT M HIGGINS P00543209 9143818900 2021-09-28 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BRADFORD K SMITH 32 OLD SLIP 24TH FL NEW YORK NY 10005 47991206 0 X WWW.CANDID.ORG X 1956 NY CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. 22 22 251 24 224503 0 21423009 12331121 26928606 29183548 446400 73931 325031 1288989 49123046 42877589 1000 0 0 0 23868206 25848202 0 0 1245596 13751330 13591742 37620536 39439944 11502510 3437645 66130860 69236438 20659093 18796126 45471767 50440312 X SEE SCHEDULE O 0 0 19146629 26409282 SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND PUBLICATIONS 7325428 1710027 SEE SCHEDULE O - FOR NARRATIVE ON LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES 4211264 1288742 SEE SCHEDULE O - FOR NARRATIVE ON RESEARCH AND OTHER PROGRAMS 30683321 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 48 0 251 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR CA CO FL GA HI IL KS ME MD MA MI MN NH NJ NM NY NC OH OR PA RI SC TN VA WI X X X DAVID AYNEJIAN DIR OF FINANCE 2126204230 32 OLD SLIP 24TH FLOOR NEW YORK NY 100053500 T SYLVESTER JOHN CHAIR 1.00 X X 0 0 0 KATHERINA ROSQUETA VICE CHAIR 1.00 X X 0 0 0 SUSAN KISH TREASURER 1.00 X X 0 0 0 ANA MARIE ARGILAGOS TRUSTEE 1.00 X 0 0 0 MELISSA BERMAN TRUSTEE 1.00 X 0 0 0 JOHN COLBORN TRUSTEE 1.00 X 0 0 0 CLOTILDE PEREZ-BODE DEDECKER TRUSTEE 1.00 X 0 0 0 STEPHEN GOODALL TRUSTEE 1.00 X 0 0 0 ALIX GUERRIER TRUSTEE 1.00 1.00 X 0 0 0 NEAL HEGARTY TRUSTEE 1.00 X 0 0 0 DEBORAH D HOOVER TRUSTEE 1.00 X 0 0 0 NAILA FAROUKY TRUSTEE 1.00 X 0 0 0 JEFF JONES TRUSTEE 1.00 X 0 0 0 RHETT N MABRY TRUSTEE 1.00 X 0 0 0 BRIAN TRELSTAD TRUSTEE 1.00 X 0 0 0 MARI KURAISHI TRUSTEE 1.00 X 0 0 0 DOMINICK J IMPEMBA TRUSTEE 1.00 X 0 0 0 SUNAND MENON TRUSTEE 1.00 1.00 X 0 0 0 VALDEMAR DE OLIVEIRA NETO TRUSTEE 1.00 X 0 0 0 MATT GEE TRUSTEE 1.00 X 0 0 0 MARIA DEL ROSARIO GALLEGO GARCIA TRUSTEE 1.00 X 0 0 0 MOSUN LAYODE TRUSTEE 1.00 X 0 0 0 ARTHUR HOWE TRUSTEE, THRU JUNE 2020 1.00 X 0 0 0 PATRICK MCCARTHY TRUSTEE, THRU JUNE 2020 1.00 X 0 0 0 BRADFORD K SMITH PRESIDENT 50.00 X 626157 0 77723 MIZMUN KUSAIRI SECRETARY/VP OF PLANNING 50.00 X 200091 0 31824 PUNIT KOHLI VP OF FINANCE, AS OF AUG. 2020 50.00 X 109123 0 18967 JACOB K GARCIA VP OF PRODUCTS 50.00 X 299113 0 40042 JACOB HAROLD EXECUTIVE VICE PRESIDENT 50.00 2.00 X 279500 0 70717 LISA L PHILP SENIOR ADVISOR 40.00 X 235132 0 22770 TRACY L WAKSLER SR. DIR. OF PRODUCTS 50.00 X 229426 0 45997 KEVIN L MULDER VP OF TECHNOLOGY 50.00 X 209020 0 47322 JAMES DOBRZENIECKI SENIOR ADVISOR 50.00 X 215086 0 45998 ZOHRA ZORI VP OF NETWORKS 50.00 X 200291 0 29551 JOSE RODRIQUEZ SR. DIR. OF STRATEGIC PARTNERSHIPS 50.00 X 194314 0 28722 2797253 0 459633 60 0 1 0 ACUMEN SOLUTIONS 8280 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 IT CONSULTING 2255081 GRANT THORNTON LLP 1901 SOUTH MEYERS ROAD SUITE 455 OAKBROOK TERRACE IL 60181 IT CONSULTING 1238593 PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL 434857 DSCS LLC 5711 COLUMBIA GATEWAY DRIVE SUITE COLUMBIA MD 21046 IT CONSULTING 413191 BEACONFIRE CONSULTING INC 2300 CLARENDON BLVD SUITE 925 ARLINGTON VA 22201 IT CONSULTING 362033 11 12331121 12331121 PRODUCT REVENUE 611710 26184779 26184779 FUNDING INFO. NETWORK 611710 1143914 1143914 EDUCATIONAL PRGM REV. 611710 566113 566113 FOUNDATION BENCHMARKER 611710 521322 521322 FOUNDATION WEB BUILDER 611710 146153 146153 621267 621267 29183548 48030 48030 245518 245518 0 0 4894000 4868099 25901 25901 25901 MISC. INCOME 900099 1064146 1064146 PHILANTHROPY NEWS DIGE 541800 224503 224503 VENDING MACHINE INCOME 900099 340 340 1288989 42877589 29183548 224503 1138417 2011161 1714474 222904 73783 18255714 15562628 2023346 669740 1548070 1319698 171578 56794 2545190 2169724 282092 93374 1488067 1268547 164928 54592 481078 481078 343881 343881 285042 191948 89587 3507 718551 701982 15273 1296 1569114 985037 549228 34849 4494532 3111150 1294418 88964 1000 1000 2096979 1257626 764867 74486 217209 93552 118168 5489 67609 67609 2704847 1790434 825691 88722 163988 163988 SALES TAX EXPENSE 208064 208064 RECRUITMENT COSTS 175116 175116 REPAIRS AND MAINTENANCE 64732 64732 39439944 30683321 7511027 1245596 2428240 1047958 25159514 30474044 7032009 2904207 2396099 3243545 471452 536139 35877930 25459479 8452357 10418451 18807836 20612094 450115 933238 0 66130860 69236438 3517752 1732239 11290469 11813951 34984 0 5815888 5249936 20659093 18796126 X 25025449 34456131 20446318 15984181 45471767 50440312 66130860 69236438 X 3437645 1834982 -304082 X X 0 1 X 1 0 X 8687596 8611116 13834354 20423009 12331121 63887196 8687596 8611116 13834354 20423009 12331121 63887196 26280842 37606354 384989 517871 402441 722182 293548 2321031 2140 1846 1730 18598 1064486 1088800 67297027 100404795 0.55880 0.61900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING MACHINE INCOME - 2016 AMOUNT: $ 2,140. 2017 AMOUNT: $ 1,846. 2018 AMOUNT: $ 1,730. 2019 AMOUNT: $ 1,055. 2020 AMOUNT: $ 340. MISC INCOME - 2019 AMOUNT: $ 17,543. 2020 AMOUNT: $ 1,064,146. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 17367766 1361766 18729532 14722785 2644981 17367766 15262314 -539529 14722785 13343417 1944840 25943 15262314 14506097 363356 1526036 13343417 0.90850 0.09150 0 0 6141185 2891628 3249557 10999479 10434897 564582 18737266 12132954 6604312 10418451 MULTI-STRATEGY EQUITY FUND 15110765 F MULTI-STRATEGY BOND FUND 5501329 F 20612094 ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION 1606597 DEFERRED RENT OBLIGATION 3643339 5249936 X 45654007 1834982 941436 2776418 42877589 0 42877589 40685462 1245518 1245518 39439944 0 39439944 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR TENANTS IN AN ESCROW ACCOUNT. THESE DEPOSITS ARE RETURNED TO THE TENANTS UPON TERMINATION OF THEIR LEASES. PART V, LINE 4: CANDID'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY CANDID. CANDID HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE CANDID'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. PART X, LINE 2: CANDID RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT CANDID HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. CANDID IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 245,518. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 71,353. TRANSFER OF NET ASSETS FROM GUIDESTAR 624,565. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 245,518. WRITE-OFF OF UNCOLLECTIBLE PLEDGE REPORTED ON PART XI, LINE 9 1,000,000. PART XI, LINE 2D - OTHER ADJUSTMENTS: AS OF DECEMBER 31, 2020, AN ACTUARIAL GAIN OF $71,353 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2020 STATEMENT OF CHANGES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. X X X X 0 0 0 0 0 0 0 1 0 BRADFORD K SMITH PRESIDENT 584164 0 20969 0 21024 0 52450 0 25273 0 703880 0 0 0 JACOB HAROLD EXECUTIVE VICE PRESIDENT 278848 0 532 0 120 0 27265 0 43452 0 350217 0 0 0 JACOB K GARCIA VP OF PRODUCTS 297880 0 1053 0 180 0 27451 0 12591 0 339155 0 0 0 TRACY L WAKSLER SR. DIR. OF PRODUCTS 227291 0 1619 0 516 0 20900 0 25097 0 275423 0 0 0 JAMES DOBRZENIECKI SENIOR ADVISOR 212131 0 1431 0 1524 0 20725 0 25273 0 261084 0 0 0 LISA L PHILP SENIOR ADVISOR 234616 0 0 0 516 0 22279 0 491 0 257902 0 0 0 KEVIN L MULDER VP OF TECHNOLOGY 208912 0 0 0 108 0 20549 0 26773 0 256342 0 0 0 MIZMUN KUSAIRI SECRETARY/VP OF PLANNING 199911 0 0 0 180 0 19233 0 12591 0 231915 0 0 0 ZOHRA ZORI VP OF NETWORKS 200171 0 0 0 120 0 17048 0 12503 0 229842 0 0 0 JOSE RODRIQUEZ SR. DIR. OF STRATEGIC PARTNERSHIPS 154597 0 1430 0 38287 0 15019 0 13703 0 223036 0 0 0 PART I, LINE 3 REFER TO THE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. PART I, LINE 7 OFFICERS AND OTHER EMPLOYEES LISTED ON SCHEDULE J, PART II RECEIVED DISCRETIONARY BONUSES INCLUDED IN THEIR 2020 W-2S. FORM 990, PART III, LINE 1: EVERY YEAR, MILLIONS OF NONPROFITS SPEND TRILLIONS OF DOLLARS AROUND THE WORLD. CANDID FINDS OUT WHERE THAT MONEY COMES FROM, WHERE IT GOES, AND WHY IT MATTERS. THROUGH RESEARCH, COLLABORATION, AND TRAINING, CANDID CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO DO IT. CANDID'S DATA TOOLS ON NONPROFITS, FOUNDATIONS, AND GRANTS ARE THE MOST COMPREHENSIVE IN THE WORLD. CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD. FORM 990, PART III, LINE 4A: MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2020 INCLUDE THE FOLLOWING: OUR WORK FOCUSED ON DATA IN 2020 INCLUDED THE FOLLOWING PRODUCTS AND SERVICES: FOUNDATION DIRECTORY ONLINE (FDO) FDO PROVIDES SUBSCRIBERS WITH ACCESS TO TIMELY, COMPREHENSIVE INFORMATION ON U.S. GRANTMAKERS AND THEIR GRANTS, PLUS A GROWING NUMBER OF FOUNDATIONS LOCATED OUTSIDE OF THE U.S. THE PROFESSIONAL VERSION OF FDO IS ACCESSIBLE TO ORGANIZATIONS AND COMMUNITY STAKEHOLDERS AT NO COST THROUGH OUR FUNDING INFORMATION NETWORK (FIN). WE CONTINUED TO MAKE ENHANCEMENTS TO FDO TO BEST SERVE OUR USERS. IN 2020 WE ADDED TWO KEY FUNCTIONS: FDO SEARCH RESULTS NOW DISPLAY GUIDESTAR SEALS OF TRANSPARENCY AND RFPS. FUNDERS USE THE SEALS OF TRANSPARENCY TO GUIDE THEIR GIVING STRATEGIES. SEALS PROVIDE THEM WITH THE INFORMATION THEY NEED TO UNDERSTAND A NONPROFIT'S IMPACT AND HELP THEM DETERMINE THE CAUSES THEY SUPPORT. NOW IN FDO, SEARCH RESULTS AND RECIPIENT PROFILES INCLUDE GUIDESTAR SEALS OF TRANSPARENCY. ALSO, WHEN YOU SEARCH FOR A GRANTMAKER IN FDO, THE RESULTS NOW INCLUDE THE NUMBER OF RFPS CURRENTLY AVAILABLE FROM THAT FUNDER AND LINKS TO THE RFP WITH THEIR DEADLINES. FOUNDATION MAPS FOUNDATION MAPS IS CANDID'S PREMIER DATA VISUALIZATION TOOL AND THE EASIEST WAY TO SEE WHO IS FUNDING WHAT AND WHERE AROUND THE WORLD. WITH MILLIONS OF GRANTS FROM 2006 TO THE PRESENT, INNOVATIVE WAYS TO VISUALIZE FUNDING DATA, AND THE FLEXIBILITY AND PRECISION TO TAILOR RESEARCH, FOUNDATION MAPS HELPS FUNDERS AND NONPROFITS ACCESS THE KNOWLEDGE THEY NEED TO MAKE STRATEGIC DECISIONS AND STRENGTHEN THEIR IMPACT. GLOBAL DATA CANDID HAS FORGED DEEP, SUBSTANTIVE RELATIONSHIPS WITH GLOBAL, REGIONAL, AND COUNTRY-LEVEL ORGANIZATIONS TO FACILITATE DATA-GATHERING AND KNOWLEDGE-SHARING BY THEIR MEMBERSHIPS. AS THE LEADER IN PHILANTHROPIC DATA COLLECTION AND DISSEMINATION, WE ASSIST ORGANIZATIONS AROUND THE GLOBE IN COLLECTING AND ORGANIZING THEIR REGION'S PHILANTHROPY DATA BY SHARING WHAT WE HAVE LEARNED OVER THE PAST 64 YEARS ABOUT DATA ACQUISITION AND DATA ARCHITECTURE. IN 2020 WE LAUNCHED THE COMMUNITY PHILANTHROPY DIRECTORY, A FREE GLOBAL DATABASE OF COMMUNITY PHILANTHROPY ORGANIZATIONS AND A REFERENCE TOOL FOR THE FIELD OF COMMUNITY PHILANTHROPY, AND A REPORT TITLED MEASURING WHAT MATTERS IN COLLABORATION WITH THE GLOBAL FUND FOR COMMUNITY FOUNDATIONS AND PHILANTHROPY FOR SOCIAL JUSTICE AND PEACE. GUIDESTAR OUR GUIDESTAR DATABASE CURRENTLY INCLUDES DATA ON 1.8 MILLION REGISTERED NONPROFITS, MAKING IT EASIER TO UNDERSTAND WHO THEY ARE AND WHAT THEY DO. WE CONTINUE TO IMPROVE UPON THE WAY WE COLLECT AND DISPLAY OUR DATA TO HELP NONPROFITS SHARE THEIR WORK IN THE MOST MEANINGFUL WAYS. SINCE LAUNCHING THE PLATINUM SEAL IN MAY 2016, NONPROFITS HAVE BEEN ABLE TO REPORT PROGRESS TOWARD THEIR MISSION IN QUANTITATIVE TERMS THAT INCLUDE OUTPUT AND OUTCOME METRICS. WE HAVE FOUND THAT PLATINUM PROFILES GET 50 PERCENT MORE VIEWS THAN OTHER GUIDESTAR NONPROFIT PROFILES.AS OF DECEMBER 2020, MORE THAN 11,500 ORGANIZATIONS HAVE EARNED THE PLATINUM SEAL. PREVIOUSLY, ALL DEMOGRAPHIC DATA WAS IN AN OPTIONAL SECTION OF THE GUIDESTAR PROFILE AND DID NOT AFFECT AN ORGANIZATION'S ABILITY TO EARN A GUIDESTAR SEAL OF TRANSPARENCY BECAUSE WE RECOGNIZE COLLECTING THIS DATA CAN BE A CHALLENGE. WE DO BELIEVE THAT IT IS IMPORTANT TO SHARE THE DEMOGRAPHIC INFORMATION OF ORGANIZATIONS' LEADERSHIP, AND IN 2020 WE MADE JUST THIS ASPECT OF THE DEMOGRAPHIC DATA COLLECTION NECESSARY TO EARN THE GOLD SEAL OF TRANSPARENCY. THIS FEATURE ALLOWS USERS TO IDENTIFY BIPOC-LED ORGANIZATIONS. THE ACT OF SHARING DEMOGRAPHIC DATA OFTEN CAUSES STAFF TO REFLECT ON THEIR RESPECTIVE ORGANIZATIONS' EQUITY JOURNEYS, HELPS US LEARN MORE ABOUT WHERE WE ARE COLLECTIVELY AS A SECTOR, AND GIVES A MORE COMPLETE ORGANIZATIONAL PICTURE TO FUNDERS. IN 2020 WE LAUNCHED THE BULK CHECK FEATURE, WHICH WILL ALLOW ANNUAL CHARITY CHECK AND GUIDESTAR PRO SUBSCRIBERS TO RUN A SINGLE REPORT THAT PROVIDES THE CHARITY CHECK STATUS OF ALL ORGANIZATIONS IN THEIR WATCH LISTS. THE REPORT ALSO INCLUDES THE ORGANIZATIONS' SEAL LEVELS (MANY GRANTMAKERS REQUIRE GRANTEES TO MAINTAIN A CERTAIN SEAL LEVEL), ANY SPECIAL MESSAGING (OFAC, REVOCATIONS, ETC.), BASIC ORGANIZATION INFORMATION (EIN, NAME, LOCATION) AND LINKS TO THE CHARITY CHECK PDF REPORTS FOR EACH GRANTEE. REGIONAL GIVING DASHBOARDS CANDID'S REGIONAL GIVING DASHBOARDS PROVIDE AN AT-A-GLANCE OVERVIEW OF INSTITUTIONAL PHILANTHROPY FOR REGIONS ACROSS THE COUNTRY AND AROUND THE WORLD. CURRENTLY 22 REGIONS HAVE A TEMPLATE VIEW OF THEIR LOCAL PHILANTHROPIC SECTOR THANKS TO OUR WORK WITH THE REGIONAL ASSOCIATIONS AND THE UNITED PHILANTHROPY FORUM. THESE DASHBOARDS ARE PUBLIC FACING AND CONTINUE TO BE UPDATED WITH THE LATEST DATA AVAILABLE. ISSUELAB ISSUELAB REPRESENTS ONE OF THE LARGEST PLATFORMS OF SOCIAL SECTOR KNOWLEDGE, CONTAINING NEARLY 30,000 PUBLICLY AVAILABLE RESOURCES PRODUCED BY MORE THAN 7,600 ORGANIZATIONS. THE PLATFORM IS INCREASINGLY INVOLVED IN CURATING AND SHARING SPECIAL COLLECTIONS OF KNOWLEDGE TO HELP INFORM BOTH FUNDERS AND PRACTITIONERS. DURING THE GRANT PERIOD, WE ADDED 671 REPORTS TO ISSUELAB AND MADE RELEVANT NEW REPORTS AVAILABLE IN OUR KNOWLEDGE CENTERS AND SPECIAL COLLECTIONS. PHILANTHROPY NEWS DIGEST (PND) PND, A DAILY NEWS SERVICE OF CANDID, IS A COLLECTION OF PHILANTHROPY-RELATED ARTICLES AND FEATURES CULLED FROM PRINT AND ELECTRONIC MEDIA OUTLETS NATIONWIDE AS WELL AS RFPS FROM FOUNDATIONS AND JOB LISTINGS. MORE THAN 1.8 MILLION PEOPLE RELIED ON PND AS A SOURCE OF INFORMATION ABOUT THE SOCIAL SECTOR IN 2020. PHILANTOPIC, THE PND BLOG, PROVIDES OPINIONS AND COMMENTARY ON THE CHANGING WORLD OF PHILANTHROPY AND PUBLISHED 133 POSTS IN 2020. FORM 990, PART III, LINE 4B: MAJOR LIBRARY/LEARNING CENTER AND OTHER PUBLIC SERVICES ACCOMPLISHMENTS IN 2020 INCLUDE THE FOLLOWING: WITH THE GENEROUS SUPPORT OF OUR DONORS, WE ARE LEVELING THE PLAYING FIELD FOR UNDER-RESOURCED NONPROFITS AND SOCIAL SECTOR LEADERS TO INCREASE THEIR EFFECTIVENESS AT A LOCAL, NATIONAL, AND GLOBAL LEVEL. IN 2020, WE HAD TO CHANGE HOW AND WHERE WE SERVED OUR AUDIENCES. WHAT STARTED WITH POSTPONING A FEW CLASSES IN CITIES WHERE COVID-19 HIT HARD QUICKLY LED TO LARGE-SCALE COURSE CANCELLATIONS. WITH DOZENS OF IN-PERSON CANDID EVENTS SCHEDULED TO TAKE PLACE ACROSS THE U.S. EACH MONTH, WE SHIFTED TO MAKE ALL OUR TRAININGS VIRTUAL FOR THE FORESEEABLE FUTURE. WE CONTINUED TO SERVE MILLIONS OF PEOPLE ONLINE AND ADAPTED BY PROVIDING VIRTUAL ACCESS TO OUR DATABASES THROUGH OUR 400+ FUNDING INFORMATION NETWORK PARTNER LOCATIONS (FINS). CANDID LEARNING GRANTSPACE IS NOW CANDID LEARNING. IN JULY 2020, WE LAUNCHED CANDID LEARNING, A SINGLE DESTINATION FOR TRAININGS, RESOURCES, AND LEARNING EXPERIENCES. IT INCORPORATES ALL LIVE TRAININGS, ON-DEMAND LEARNING RESOURCES, AND TOOLS PREVIOUSLY FOUND ON GRANTSPACE. CANDID LEARNING ALSO INCLUDES PATHWAYS TO CONTENT FROM GRANTCRAFT AND GLASSPOCKETS. THROUGH SHARING PEER WISDOM, CASE STUDIES, AND THOUGHT LEADERSHIP, GRANTCRAFT AND GLASSPOCKETS OFFER OPPORTUNITIES TO IMPROVE PHILANTHROPIC EFFECTIVENESS. CANDID'S EDUCATIONAL MODEL OFFERS A COMBINATION OF IN-PERSON AND ONLINE TRAININGS. IN MARCH 2020, OUR PROGRAM STAFF WORKED DILIGENTLY TO SHIFT OUR CORE, IN-PERSON CLASSES TO ONLINE PROGRAMMING WHILE ALSO DEVELOPING NEW AND TIMELY PROGRAMS TO SUPPORT NONPROFITS AS THEY STRUGGLE TO NAVIGATE THE NEW LANDSCAPE. EVENTS IN THE SERIES INCLUDED: RAISING FUNDS IN THE COVID-19 ERA, ATTAINING CORPORATE AND PHILANTHROPIC SUPPORT DURING COVID-19, SHIFTING YOUR EVENTS ONLINE DURING COVID-19, AND MANY MORE. LIBRARIES ARE CRITICAL SOCIAL INFRASTRUCTURE, ESPECIALLY IN TIMES OF CRISIS. WITH ACCESS TO PUBLIC SPACES SEVERELY LIMITED DUE TO THE PANDEMIC, WE WERE GRATEFUL TO HAVE OUR EBOOKS LIBRARY ACCESSIBLE TO ANYONE, ANYWHERE, ANYTIME. THIS VIRTUAL LIBRARY IS A CURATED COLLECTION OFFREE ONLINE LITERATUREON TOPICS PERTINENT TO THE SOCIAL SECTOR, SUCH AS FUNDRAISING,NONPROFIT MANAGEMENT, SOCIAL ENTREPRENEURSHIP, AND BOARD DEVELOPMENT. IN ADDITION TO OUR ONLINE LEARNING TOOLS AND IN-PERSON TRAININGS, OUR ONLINE LIBRARIAN SERVICE MADE IT EASY FOR PEOPLE TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. WE ALSO CONTINUED TO PROVIDE ACCESS TO AUDIENCES THAT ARE OFTEN UNDERSERVED. THROUGH CANDID LEARNING WE PROVIDE ARTICLES, WEBINARS, TUTORIALS, AND OTHER MATERIALS IN SPANISH. OUR KEY TRAINING RESOURCES ARE AVAILABLE FOR DOWNLOAD IN BOTH ENGLISH AND SPANISH, AND WE CONTINUE TO SERVE PEOPLE WITH VISUAL IMPAIRMENTS. FUNDING INFORMATION NETWORK (FIN) CANDID'S FIN CONSISTS OF 400+ COMMUNITY-BASED ORGANIZATIONS THAT STRENGTHEN THEIR LOCALITIES BY OFFERING A SUITE OF OUR TRAININGS AND DATABASES FREE OF CHARGE TO THE PUBLIC. DUE TO THE COVID-19 PANDEMIC, WE ENABLED OUR FINS TO OFFER THEIR COMMUNITIES FREE, TEMPORARY, REMOTE ACCESS TO FOUNDATION DIRECTORY ONLINE (FDO) FOR THEIR FUNDRAISING RESEARCH NEEDS. OPENING ACCESS IN THIS WAY HELPED INCREASINGLY PRECARIOUS NONPROFITS USE OUR FINS TO ACCESS OUR PRODUCTS DESPITE WIDESPREAD LOCKDOWNS. CF (COMMUNITY FOUNDATION) INSIGHTS CF INSIGHTS IS THE LEADER IN DATA COLLECTION AND RESEARCH FOR THE COMMUNITY FOUNDATION FIELD IN THE U.S. WITH A REPUTATION FOR BENCHMARKING AND ANALYSIS OF TRENDS. CF INSIGHTS CONTINUED TO DELIVER A HIGH LEVEL OF SERVICE TO ITS MEMBERS, PUBLISHED THE ANNUAL UPDATE TO THE COLUMBUS SURVEY, AND LAUNCHED A NEW COMMUNITY LEADERSHIP ASSESSMENT TOOL. IN THE SUMMER OF 2020, CF INSIGHTS RELEASED THE COLUMBUS SURVEY RESULTS DASHBOARD, WHICH PROVIDES ACCESS TO THE MOST UP-TO-DATE, COMPREHENSIVE DATASET REFLECTING THE CURRENT FINANCIAL STATE OF COMMUNITY FOUNDATIONS IN THE U.S. THE COMMUNITY LEADERSHIP ASSESSMENT TOOL HELPS COMMUNITY FOUNDATIONS BETTER UNDERSTAND THEIR LEVEL OF ENGAGEMENT ACROSS SEVERAL DIMENSIONS SUCH AS THE LIFTING UP OF COMMUNITY VOICE, POLICY ADVOCACY, COORDINATION AMONG NETWORKS, A COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION, AND MUCH MORE. IT EMERGED FROM AN 18-MONTH DEVELOPMENT PROCESS OF INTERVIEWING FIELD LEADERS, A THOROUGH REVIEW OF RELATED TOOLS, AND TWO PILOT STUDIES. CF INSIGHTS, IN PARTNERSHIP WITH ISSUELAB, HAS ALSO BUILT A KNOWLEDGE CENTER CONSISTING OF RESEARCH PUBLISHED OR FUNDED BY COMMUNITY FOUNDATIONS, AS WELL ASPUBLICATIONS BY OTHER ORGANIZATIONS SPECIFICALLY CONCERNING THE FIELD. THIS RESOURCE IS AVAILABLE FREE OF CHARGE, AND WILL SEE CONTINUAL UPDATES, ALL CURATED BY CF INSIGHTS STAFF. FORM 990, PART III, LINE 4C: MAJOR RESEARCH AND OTHER PROGRAMS ACCOMPLISHMENTS IN 2020 INCLUDE THE FOLLOWING: CANDID DEVELOPS DATA-DRIVEN TOOLS AND CONTENT-RICH PLATFORMS FOR FUNDERS AND THEIR NETWORKS, CONSULTANTS, ADVISORS, AND GRANTEES THAT ARE DESIGNED TO ANSWER FUNDAMENTAL QUESTIONS SUCH AS: WHO IS FUNDING WHAT AND WHERE? HOW CAN WE KNOW WHAT OTHER FUNDERS KNOW? HOW CAN WE MAKE THE MOST OF WHAT WE ARE LEARNING? FOUNDATION LANDSCAPES WE CREATE KNOWLEDGE PORTALS THAT GIVE USERS A BETTER PERSPECTIVE ON INDIVIDUAL ISSUE AREAS. WE USE DATA VISUALIZATION TOOLS, NEWS, AND ORIGINAL RESEARCH TO ILLUMINATE KEY ISSUES IN PHILANTHROPY. THESE PROJECTS, KNOWN AS FOUNDATION LANDSCAPES, ARE DESIGNED FOR ONGOING UPDATES AND MAKE IT EASY FOR DONORS TO SCAN THE LANDSCAPE TO REVEAL OPPORTUNITIES, NEEDS, AND GAPS AND SEE HOW THEIR PAST, CURRENT, AND FUTURE EFFORTS FIT INTO THE BROADER FIELD. IN 2020, CANDID LAUNCHED FOUR NEW FOUNDATION LANDSCAPES: PHILANTHROPIC RESPONSE TO CORONAVIRUS (COVID-19), SOLUTIONS BANK, POWEROF, AND PHILANTHROPY IN EAST AFRICA. WE ALSO MADE SIGNIFICANT UPDATES TO OUR FUNDING FOR RACIAL EQUITY SPECIAL ISSUE PAGE. PHILANTHROPIC RESPONSE TO CORONAVIRUS (COVID-19) [CANDID.ORG/CORONAVIRUS] IS CANDID'S RESPONSE TO THE NOVEL CORONAVIRUS, GUIDED BY OUR MISSION TO GET PEOPLE THE INFORMATION THEY NEED TO DO GOOD. WE REGULARLY UPDATE OUR CORONAVIRUS SPECIAL TOPIC PAGETO SHARE THE PHILANTHROPIC RESPONSE TO COVID-19, INCLUDING MORE THAN $16 BILLION IN GRANTS, FUNDING OPPORTUNITIES, RFPS, NEWLY CREATED FUNDS, WEBINARS, BLOG POSTS, AND THE LATEST NEWS. THIS PAGE IS MEANT FOR NONPROFITS SEEKING SUPPORT BECAUSE OF THE CRISIS, FUNDERS WHO WISH TO LEARN WHAT THEIR PEERS ARE DOING, THE MEDIA, AND ALL WHO WISH TO KNOW MORE ABOUT PHILANTHROPY'S RESPONSE TO THE PANDEMIC. SOLUTIONS BANK [SOLUTIONSBANK.CANDID.ORG], BUILT IN PARTNERSHIP WITH THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION AND LEVER FOR CHANGE, IS YOUR GO-TO RESOURCE FOR ACCELERATING SOCIAL CHANGE AROUND THE WORLD'S BIGGEST CHALLENGES. IT INCLUDES PROPOSALS SUBMITTED BY COMPETITIONS MANAGED BY LEVER FOR CHANGE, AN AFFILIATE OF THE MACARTHUR FOUNDATION. NO SINGLE FOUNDATION CAN FUND THEM ALL, BUT AS A FIELD, WE CAN DISCOVER AND FUND BIG SOLUTIONS THAT ORGANIZATIONS HAVE ALREADY MAPPED OUT. THE SOLUTIONS BANK DEMONSTRATES HOW A PROPOSAL MARKET PLACE WHICH WOULD SAVE TIME FOR BOTHGRANTMAKERSAND GRANTEES COULD WORK. POWEROF.ORG IS A COLLABORATIVE EFFORT FROM SEVERAL SOCIAL SECTOR ORGANIZATIONS INCLUDING THE BILL & MELINDA GATES FOUNDATION, CANDID, CHARITY NAVIGATOR, DONORSCHOOSE, GIVING COMPASS, GIVING TUESDAY, GLOBALGIVING AND VOLUNTEERMATCH. IT WAS LAUNCHED TO CONNECT PEOPLE WHO WANT TO MAKE A DIFFERENCE WITH ORGANIZATIONS ADDRESSING THE IMPACT OF COVID-19. THE SITE AGGREGATES THOUSANDS OF LISTINGS FROM THESE PARTNERS AND ALLOWS ANYONE TO EASILY SEARCH WITHIN A SPECIFIC GEOGRAPHY OR AREA OF NEED, SUCH AS SUPPORTING SCHOOLS OR AIDING DIRECT RESPONSE WORK IN LOCAL COMMUNITIES. PHILANTHROPY IN EAST AFRICA [PHILEASTAFRICA.ORG], BUILT IN PARTNERSHIP WITH EAST AFRICA PHILANTHROPY NETWORK, ILLUMINATES THE PHILANTHROPIC COMMUNITY IN KENYA, UGANDA, AND TANZANIA. THIS FREE WEBSITE FEATURES RESEARCH, THE LATEST AVAILABLE FUNDING DATA, INSIGHTS, HISTORY, AND OTHER RESOURCES TOHIGHLIGHTTHEPHILANTHROPIC WORK IN THE REGION. THE WEBSITE CENTRALIZES INFORMATION AND HELPS USERS CONNECT TO THE PHILANTHROPIC COMMUNITY IN EAST AFRICA. ALONG WITH ELEVATING THE CURRENT WORK IN THESE COUNTRIES,THESITEHIGHLIGHTS FUTURE TRENDS, STRATEGIES, AND INITIATIVES AND PROVIDES AVENUES FOR PEOPLE AND ORGANIZATIONS TO WORK TOGETHER ON THE CAUSES THAT MATTER TO THE MOST. FUNDING FOR RACIAL EQUITY [CANDID.ORG/RACIALEQUITY] IS CANDID'S HUB FOR THE INFORMATION YOU NEED TO UNDERSTAND THE ISSUES SURROUNDING RACIAL EQUITY. THROUGH THIS PAGE, WE ENABLE THE SECTOR TO FIND KEY DATA ON WHO IS FUNDINGRACIALEQUITY WORK AND HELP ORGANIZATIONS TELL THEIR STORIES, LEARN KEY SKILLS, AND SHARE KNOWLEDGE. WE OFFER FREE WEBINARS ON VARIOUS EQUITY TOPICS AND SHARE THOUGHT LEADERSHIP PIECES FROM SOCIAL SECTOR LEADERS. WE MADE THE PAGE MORE DYNAMIC AND USER FRIENDLY. THIS INCLUDED A DESIGN OVERHAUL AND ADDING THE FOLLOWING SECTIONS: A FEATURED ORGANIZATIONS SECTION HIGHLIGHTING BIPOC-LED ORGANIZATIONS THAT FOCUS ON RACIAL EQUITY ISSUES AND DEMONSTRATE THE HIGHEST LEVELS OF TRANSPARENCY ON GUIDESTAR, AND A RELATED RESEARCH SECTION WHICH PULLS FROM OUR ISSUELAB KNOWLEDGE CENTERS ON RACE & POLICING AND BLACK MALE ACHIEVEMENT. RESEARCH REPORTS WE PRODUCED SEVERAL NEW REPORTS AND PUBLISHED ANNUAL UPDATED EDITIONS TO EXISTING REPORTS IN 2020: WE LAUNCHED OUR LATEST GRANTCRAFT GUIDE, TEAMING UP FOR ADVOCACY: HOW TO EFFECTIVELY USE A COLLABORATIVE TO DRIVE CHANGE, WHICH CAPTURES THE WISDOM OF PHILANTHROPIC LEADERS WHO HAVE PARTICIPATED IN MULTI-PARTY ADVOCACY COLLABORATIVES. IT SYNTHESIZES INFORMATION TO DIG DEEPER AND UNDERSTAND THE PAIN POINTS AND LEVERS OF SUCCESS TIED TO FUNDING ADVOCACY AND DONOR COLLABORATIVES. WE LAUNCHED A REPORT TITLED KEY FACTS ON U.S. NONPROFITS AND FOUNDATIONS WHICH OFFERS AT-A-GLANCE INFORMATION ABOUT THE NONPROFIT SECTOR. WE ANSWER QUESTIONS LIKE WHERE NONPROFIT REVENUE COMES FROM, WHETHER FOUNDATION GIVING IS GROWING, AND MORE. THIS REPORT IS TRULY A BLEND OF OUR FORMER ORGANIZATIONS AS IT DRAWS UPON GUIDESTAR'S NINE THINGS YOU MIGHT NOT KNOW ABOUT U.S. NONPROFITS AND FOUNDATION CENTER'S KEY FACTS ON U.S. FOUNDATIONS. CANDID AND HUMAN RIGHTS FUNDERS NETWORK RELEASED A NEW REPORT, ADVANCING HUMAN RIGHTS: 2017 KEY FINDINGS,THAT SHOWS HOW HUMAN RIGHTS FUNDERS ARE MAKING IMPORTANT CONTRIBUTIONS TO COMBAT INJUSTICE AND INEQUALITY. THIS LATEST REPORT INCLUDES KEY INSIGHTS FROM GRANTS DATA BETWEEN 2016 AND 2017 SUCH AS: TOTAL GRANT DOLLARS FOR HUMAN RIGHTS ROSE BY 23 PERCENT, THE NUMBER OF GRANTS INCREASED BY 16 PERCENT, AND THE PROPORTION OF FUNDING REPORTED AS FLEXIBLE GENERAL SUPPORT INCREASED BY 50 PERCENT. THIS RESEARCH WAS CONDUCTED IN PARTNERSHIP WITH ARIADNE-EUROPEAN FUNDERS FOR SOCIAL CHANGE AND HUMAN RIGHTS, AND PROSPERA-INTERNATIONAL NETWORK OF WOMEN'S FUNDS, AND IS THE LATEST PRODUCT OF TEN YEARS OF COLLABORATION. WE RELEASED PHILANTHROPY FOR A SAFE, HEALTHY, AND JUST WORLD,A FIRST-OF-ITS-KIND STUDY THAT IDENTIFIES CLEAR OPPORTUNITIES AND CHALLENGES IN SUPPORTING PEACE-BUILDING ACTIVITIES. CURRENTLY, LESS THAN ONE PERCENT OF PHILANTHROPIC FUNDING SUPPORTS PEACE AND SECURITY. 823 ORGANIZATIONS WORLDWIDE RESPONDED TO A SURVEY CONDUCTED BY CANDID AND CENTRIS AND FUNDED BY PEACE NEXUS WHICH FORMED THE BASIS OF THE STUDY. THE STUDY SHEDS LIGHT ON WHAT MOTIVATES CIVIL SOCIETY ORGANIZATIONS TO SUPPORT - OR NOT SUPPORT - PEACE-RELATED WORK, ADDRESSES COMMON MISCONCEPTIONS ABOUT PEACE BUILDING, AND SUGGESTS CONCRETE RECOMMENDATIONS TO ENABLE GREATER INVOLVEMENT AND INVESTMENT. CANDID AND THE CENTER FOR DISASTER PHILANTHROPY PARTNERED TO LAUNCH A REPORT TITLED PHILANTHROPY AND COVID-19 IN THE FIRST HALF OF 2020 WHICH PROVIDES KEY FINDINGS ABOUT HOW INSTITUTIONAL GRANTMAKERS AND DONORS HAVE RESPONDED TO THE CORONAVIRUS PANDEMIC. THE REPORT FOUND THAT DURING THE FIRST HALF OF 2020, THE $11.9 BILLION GIVEN IN RESPONSE TO THE COVID-19 PANDEMIC FAR EXCEEDED PHILANTHROPY FOR PREVIOUS DISASTERS. IT ALSO REVEALED THAT FOUNDATIONS AND INDIVIDUAL DONORS STEPPED UP TO MEET IMMEDIATE NEEDS AND SERVICES ARISING FROM THE PANDEMIC. ONLY FIVE PERCENT OF FUNDING BY FOUNDATIONS AND PUBLIC CHARITIES TO SPECIFIED RECIPIENTS, HOWEVER, WAS EXPLICITLY DIRECTED FOR PERSONS AND COMMUNITIES OF COLOR, WHICH HAVE BEEN HIT HARD BY THE VIRUS. WE ALSO PARTNERED WITH THE CENTER FOR DISASTER PHILANTHROPY TO PUBLISH OUR SEVENTH ANNUAL EDITION, MEASURING THE STATE OF DISASTER PHILANTHROPY 2020: DATA TO DRIVE DECISIONS. IT EXAMINES THE NEARLY $468 MILLION THAT FOUNDATIONS AND PUBLIC CHARITIES PROVIDED FOR DISASTERS AND HUMANITARIAN CRISES IN 2018, THE LATEST YEAR FOR WHICH WE HAVE COMPREHENSIVE DATA.THE DATA PRESENTED IN THE REPORT ILLUMINATE FUNDING TRENDS, EXPOSE IMBALANCES IN WHERE AND WHEN CONTRIBUTIONS ARE MADE, AND CAN HELP DONORS MAKE MORE STRATEGIC DECISIONS ABOUT THEIR INVESTMENTS IN THE FULL LIFE CYCLE OF DISASTERS, INCLUDING PREPAREDNESS AND RECOVERY EFFORTS. WE ALSO UPDATED THE FUNDING DASHBOARD AND DISASTER MAP WITH 2018 DATA. HOW FUNDERS RESPONDED TO DISASTERS IN THE RECENT PAST CAN PROVIDE INFORMATION ON HOW FUNDERS CAN BETTER RESPOND TO DISASTERS TODAY. FORM 990, PART III, LINE 4C: WE PARTNERED WITH THE PEACE AND SECURITY FUNDERS GROUP TO LAUNCH THE 2020 VERSION OF THE PEACE AND SECURITY FUNDING INDEX THROUGH WHICH WE AIM TO ILLUMINATE THIS FIELD OF GRANTMAKING AND PROVIDE A NUANCED UNDERSTANDING OF THE ISSUES AND STRATEGIES. THE INDEX TRACKS FUNDING FOR WORK TO PREVENT FUTURE CONFLICT, RESOLVE EXISTING CONFLICT, AND SUPPORT STABILITY AND PEACE ACROSS 24 ISSUE AREAS (E.G., PEACEBUILDING, NUCLEAR ISSUES). IT INCLUDES GRANTMAKING BY INSTITUTIONAL FUNDERS, INCLUDING PRIVATE FOUNDATIONS, PUBLIC CHARITIES, AND COMMUNITY FOUNDATIONS. CANDID AND THE CAMPAIGN FOR BLACK MALE ACHIEVEMENT LAUNCHED THE BLACK MALE ACHIEVEMENT LEGACY COLLECTION, AN ARCHIVE OF KNOWLEDGE AND RESOURCES THAT HAVE BEEN CURATED OVER OUR NINE-YEAR PARTNERSHIP. THIS COLLECTION OF MORE THAN 250 REPORTS OFFERS DATA, ANALYSIS, AND RECOMMENDATIONS TO STRENGTHEN THE FIELD OF BLACK MALE ACHIEVEMENT. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN FEBRUARY 2020. SIGNIFICANT CHANGES INCLUDED: 1. ADDS VICE-CHAIR OFFICER ROLE, IN ADDITION TO CHAIR'S ROLE TO EXTENSION OF TERM BEYOND THREE TERM LIMIT. FORM 990, PART VI, SECTION B, LINE 11B CANDID'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S VP OF FINANCIAL STRATEGY AND PRESIDENT. SUBSEQUENTLY, THE AUDIT COMMITTEE OF CANDID'S BOARD OF TRUSTEES AND THE FULL BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 AND REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGER AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING CANDID. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS CANDID'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT MAY ANSWER QUESTIONS THAT SHALL ARISE FROM THE BOARD OF TRUSTEES, BUT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. IN ADDITION, IF THE CONFLICTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN THE MATTER, THE BOARD WOULD NEED TO CONSIDER ALTERNATIVES. FORM 990, PART VI, SECTION B, LINE 15 CANDID'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS WERE MADE VIA EMAIL. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN NOVEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 CANDID'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. FORM 990, PART XI, LINE 9: POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 71,353. TRANSFER OF NET ASSETS FROM GUIDESTAR 624,565. WRITE-OFF OF UNCOLLECTIBLE PLEDGE -1,000,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. GUIDESTAR USA INC 4801 COURTHOUSE STREET STE 220 WILLIAMSBURG VA 231882678 541774039 PROVIDING INFORMATION ON NONPROFIT AND PHILANTHROPIC ORGANIZATIONS VA 501(C)(3) LINE 7 CANDID 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 GUIDESTAR USA INC Q 881241 COST GUIDESTAR USA INC S 973126 COST