2025-09-04T11:08:36-05:00 2024-12-31 861065772 DELOITTE TAX LLP 111 SOUTH WACKER DRIVE CHICAGO IL 60606 990 2024-01-01 464950751 THE BARACK OBAMA FOUNDATION BARA 7734201700 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 AMMAR RIZKI CHIEF FINANCIAL OFFICER 7734201700 2025-07-28 1 0 PARRISH IVY P00769270 3124861000 2024 2025-03-06 01:10:19Z THE OBAMA FOUNDATION VALERIE JARRETT 5235 SOUTH HARPER COURT NO 1140 CHICAGO IL 60615 619407495 0 X WWW.OBAMA.ORG X 2014 DC TO INSPIRE, EMPOWER, AND CONNECT PEOPLE TO CHANGE THEIR WORLD AND TO HONOR THE LEGACY OF PRESIDENT. 16 15 337 750 0 0 129320227 194905424 0 0 11249957 14843290 15920 11201 140586104 209759915 13395962 11386511 0 0 39242138 43693713 897928 2428440 23633986 33926256 33933574 87462284 91442238 53123820 118317677 986582755 1106193451 24253363 34917742 962329392 1071275709 X SEE SCHEDULE O 0 0 27508813 8886511 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 LEADERS AROUND THE WORLD WHO ARE READY TO TAKE THEIR WORK TO THE NEXT LEVEL VIA A ONE-YEAR RESIDENTIAL PROGRAM THAT BRINGS TOGETHER ACADEMIC, SKILLS-BASED, AND HANDS-ON LEARNING. FOR THE 2023-2024 SCHOOL YEAR, THE SCHOLARS PROGRAM INCLUDED 18 SCHOLARS AT THE UNIVERSITY OF CHICAGO AND 12 SCHOLARS AT COLUMBIA UNIVERSITY.LEADERS: LEADERS AFRICA, ASIA-PACIFIC, EUROPE, AND USA ARE EACH LEADERSHIP PROGRAMS AIMED AT BUILDING AND EMPOWERING REGIONAL NETWORKS OF CHANGEMAKERS. THE REGIONAL COHORTS PARTICIPATE IN VALUES-BASED LEADERSHIP TRAINING. THE LEADERS AFRICA PROGRAM BEGAN IN 2018, THE LEADERS ASIA-PACIFIC PROGRAM LAUNCHED IN 2019, THE LEADERS EUROPE PROGRAM LAUNCHED IN 2020, AND THE LEADERS USA PROGRAM LAUNCHED IN 2022. THE AFRICA, ASIA-PACIFIC, AND EUROPE COHORTS EACH CONTAIN 35 MEMBERS, AND THE USA COHORT CONTAINS 100.THE VOYAGER SCHOLARSHIP: THE OBAMA-CHESKY SCHOLARSHIP FOR PUBLIC SERVICE, LAUNCHED IN 2022 WITH THE SELECTION OF 100 STUDENTS TO RECEIVE SCHOLARSHIPS. EACH YEAR, 100 NEW STUDENTS ARE SELECTED TO RECEIVE SCHOLARSHIPS AND PARTICIPATE IN THE TWO-YEAR PROGRAM. THE VOYAGER SCHOLARSHIP IS DESIGNED TO BUILD THE NEXT GENERATION OF LEADERS COMMITTED TO PUBLIC SERVICE THROUGH A TRANSFORMATIONAL COMBINATION OF BARRIER-REDUCING FINANCIAL AID AND MEANINGFUL, EDUCATIONAL TRAVEL EXPERIENCES.THE OBAMA LEADERSHIP NETWORK ('OLN'): OLN CONNECTS ALL FOUNDATION LEADERSHIP PROGRAMS ALUMNI TO EACH OTHER, TO INCREASE THEIR INDIVIDUAL AND COLLECTIVE IMPACT AND HELP THEM SUSTAIN THEMSELVES AS LIFELONG VALUES-BASED LEADERS. THE FOUNDATION SUPPORTS THIS NETWORK THROUGH A VARIETY OF VIRTUAL AND IN-PERSON ACTIVITIES TO FOSTER CONNECTION, CONTINUED DEVELOPMENT, COMMUNITY, AND COLLABORATION. BY THE END OF 2024, OLN GREW TO INCLUDE 1,209 LEADERS IN NEARLY 150 COUNTRIES ACROSS 20 COHORTS OF OBAMA LEADERS, SCHOLARS, FELLOWS AND VOYAGERS.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: THE 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. 23617548 2500000 OBAMA PRESIDENTAL CENTER:IN 2024 THE OBAMA FOUNDATION CONSTRUCTION ACTIVITIES INCLUDED COMPLETING THE MUSEUM BUILDING SUPERSTRUCTURE AND THE COMMENCEMENT AND INSTALLATION OF APPROXIMATELY 45% OF THE EXTERIOR CLADDING (STONE AND GLASS/CURTAINWALL) ACROSS THE MUSEUM, FORUM, AND LIBRARY BUILDINGS. CONSTRUCTION BEGAN ON THE ATHLETIC CENTER ("HOME COURT") AND BY YEAR'S END THE OVERALL CONSTRUCTION PROGRESS ON THE ATHLETIC CENTER WAS APPROXIMATELY 40% COMPLETE. INTERIOR FIT-OUT WORK BEGAN ON ALL FOUR CAMPUS BUILDINGS. ACTIVITIES ALSO INCLUDED ADVANCING THE MUSEUM COMPONENT THROUGH ACCELERATED EXHIBITION FABRICATION, MEDIA DEVELOPMENT, AND ARTIFACT MOUNTMAKING; ONGOING ARTIFACT COLLECTING, PRESERVATION, AND MANAGEMENT; AND EXPANDED ARTS COMMISSIONING ACTIVITY AND ARTS PROGRAM PLANNING. OPERATIONAL PLANNING BEGAN, FOCUSED ON FACILITIES, SECURITY, VISITOR EXPERIENCE, AND EARNED INCOME. IN ANTICIPATION OF THE OPENING OF THE OBAMA PRESIDENTIAL CENTER, REPRESENTATIVES OF THE FOUNDATION ALSO ATTENDED VARIOUS STAKEHOLDER AND COMMUNITY EVENTS THROUGHOUT THE CITY IN AN EFFORT TO BUILD STRONG RELATIONSHIPS AND SPREAD AWARENESS ABOUT THE OPC. 51126361 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 159 0 1 337 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 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 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 0.00 X X 740000 0 15862 DAVID PLOUFFE DIRECTOR/VP/SECRETARY 1.00 0.00 X X 0 0 0 GLENN HUTCHINS DIRECTOR/VICE CHAIRPERSON 10.00 0.00 X X 0 0 0 JOHN KEVIN POORMAN DIRECTOR/PRESIDENT 10.00 0.00 X X 0 0 0 MARTIN H NESBITT DIRECTOR/CHAIRPERSON 10.00 0.00 X X 0 0 0 MICHAEL SACKS DIRECTOR/VP 1.00 0.00 X X 0 0 0 PENNY PRITZKER DIRECTOR/VICE CHAIRPERSON 10.00 0.00 X X 0 0 0 ROBERT WOLF DIRECTOR/VP/TREASURER 2.00 0.00 X X 0 0 0 BRODERICK JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 CONNIE BALLMER DIRECTOR 1.00 0.00 X 0 0 0 DEMOND MARTIN DIRECTOR 1.00 0.00 X 0 0 0 JOHN ROGERS DIRECTOR 1.00 0.00 X 0 0 0 JUAN SALGADO DIRECTOR 1.00 0.00 X 0 0 0 JULIANNA SMOOT DIRECTOR 1.00 0.00 X 0 0 0 SEAN PARKER DIRECTOR 1.00 0.00 X 0 0 0 THELMA GOLDEN DIRECTOR 1.00 0.00 X 0 0 0 AMMAR RIZKI CFO 40.00 0.00 X 362816 0 25066 ROBBIN COHEN EVP, OPC 40.00 0.00 X 610195 0 40554 ALFREDA BRADLEY-COAR EVP, CHIEF LEGAL & PEOPLE OFFICER 40.00 0.00 X 424769 0 15423 CHRISTINA TCHEN EVP, STRATEGY & IMPACT 40.00 0.00 X 397992 0 25066 LORI T HEALEY SVP, EXECUTIVE PROJECT OFFICER 40.00 0.00 X 371232 0 25066 MICHAEL STRAUTMANIS EVP, EXTERNAL AFFAIRS 40.00 0.00 X 351815 0 40554 LAURA LUCAS MAGNUSON EVP, GLOBAL PROGRAMS 40.00 0.00 X 359929 0 25526 DANIEL MCGREGOR SVP, DEVELOPMENT (END 12/24) 40.00 0.00 X 314714 0 22236 ELISABETH SICILIANO SVP, STRATEGY, GOVERNANCE & RISK 40.00 0.00 X 291459 0 30143 CHARMAINE WILLIAMS SVP, CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 306400 0 14011 LOUISE BERNARD SVP, MUSEUM DIRECTOR 40.00 0.00 X 287308 0 22585 JAMIE-CLARE FLAHERTY VP, DEPUTY GENERAL COUNSEL 40.00 0.00 X 289750 0 22896 ROARK FRANKEL DIRECTOR OF PLANNING & DELIVERY 40.00 0.00 X 262144 0 29090 CAITLIN GILMORE VP, FUNDRAISING & DEVELOPMENT 40.00 0.00 X 272584 0 12658 RACHEL RAUSCHER VP, DEVELOPMENT OPERATIONS (END 6/24) 40.00 0.00 X 270808 0 10831 ADREN WILSON EXEC. DIRECTOR, MBK & VP, YOUTH OPPORTUNITY PRGMS 40.00 0.00 X 251816 0 21386 6165731 0 398953 163 0 1 0 LAKESIDE ALLIANCE 2636 W 15TH AVE GARY IN 46404 CONSTRUCTION SERVICES 156417183 BOWA CONSTRUCTION 7050 SOUTH STONY ISLAND AVENUE CHICAGO IL 60649 CONSTRUCTION SERVICES 23442752 KUBIK MALTBIE INC 7000 COMMERCE PKWY SUITE C MOUNT LAUREL NJ 08053 CONSTRUCTION SERVICES 7059364 AB DATA LTD 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL SERVICES 6048806 TOD WILLIAMS BILLIE TSIEN ARCHITECT 222 CENTRAL PARK SOUTH NEW YORK NY 10019 ARCHITECTS 4854295 66 194905424 62970431 194905424 10605297 10605297 413885573 408546633 1100947 5338940 -1100947 4237993 4237993 11201 0 11201 11201 209759915 0 0 14854491 7144197 7144197 4238981 4238981 3333 3333 4527170 2467449 1251836 807885 31508611 16304227 7935016 7269368 1410524 734767 359595 316162 3616652 1883979 922018 810655 2630756 1370407 670677 589672 584609 331825 113126 139658 263659 263659 2428440 2428440 86729 86729 8837267 6923873 1145823 767571 482791 482791 6700465 120274 241103 6339088 3417625 1150225 1365887 901513 1391263 934414 289913 166936 2426427 1176533 186577 1063317 4168050 2826752 82674 1258624 2862 2862 1365836 960987 357059 47790 296611 174462 66469 55680 COMMUNICATIONS 3152197 1928503 1144457 79237 PROFESSIONAL DEVEL. 351134 161707 126335 63092 ALL OTHER EXPENSES 185050 68467 70076 46507 PROGRAM CONTRACTUAL 148856 148856 72143 72143 91442238 51126361 16681891 23633986 192413497 116520489 251945329 215998398 3787068 6532985 624467412 4163703 397960900 620303709 132935177 139901672 7540784 6936198 986582755 1106193451 19788156 31236121 3066667 2336667 1398540 1344954 24253363 34917742 X 657447799 774979224 304881593 296296485 962329392 1071275709 986582755 1106193451 X 118317677 -705492 8685 -8674553 X 0 1 X 1 0 X 169392620 159565416 311359661 129317879 194905424 964541000 169392620 159565416 311359661 129317879 194905424 964541000 196422799 768118201 393895 30586 1028436 9145673 10605297 21203887 15920 11201 27121 985772008 35765 0.77920 0.76800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE COMMISSION PART II, LINE 10, EXPLANATION FOR OTHER INCOME: 2023 AMOUNT : $ 15,920 2024 AMOUNT : $ 11,201 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 51126361 51126361 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 X X 0 1023251 20809 1044060 1005128 0 18123 1023251 1000053 0 5075 0 0 0 1005128 0 1000000 53 0 0 0 1000053 1.00000 0 0 1880800 1815329 65471 1336992 1192500 144492 621249620 1155874 620093746 620303709 OPERATING LEASE LIABILITY 1344954 1344954 X 211189986 -705492 963573 258081 210931905 -1171990 -1171990 209759915 102243669 954888 9846543 10801431 91442238 0 91442238 PART III, LINE 1A: THE FOUNDATION ACQUIRES 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. THIS 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 AND IS NOT INCLUDED IN 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 IS NOT SUBJECT TO REASONABLE ESTIMATE, AND THEREFORE ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN 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 IN WHICH CASE 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 ACQUISITION. PART III, LINE 4: THE MUSEUM COLLECTIONS 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. US 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 THAT 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 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL -1,100,947. SELLING EXPENSES -71,043. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 1,100,947. SELLING EXPENSES 71,043. UNCOLLECTIBLE AMOUNTS AND BAD DEBT LOSSES 8,674,553. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GLOBAL PROGRAMMING, OUTREACH, AND RESEARCH 87000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 FUNDRAISING ACTIVITIES 221000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GLOBAL PROGRAMMING, OUTREACH, AND RESEARCH 125000 SUB-SAHARAN AFRICA 0 0 GRANT-MAKING 3333 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GLOBAL PROGRAMMING, OUTREACH, AND RESEARCH 99000 SOUTH AMERICA 0 0 PROGRAM SERVICES GLOBAL PROGRAMMING, OUTREACH, AND RESEARCH 120000 0 1 0 0 0 1 655333 0 655333 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"). X X X X X 1 AB DATA LTD 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL STRATEGY 0 6398470 332217 6066253 EVERYTHING'S CONNECTED LTD 5-7 BUCK STREET LONDON UK N15 3TP FUNDRAISING CONSULTANT 0 4795759 76000 4719759 OYSTER INC 307 TREMONT AVENUE SUITE 200 CHARLOTTE NC 28203 FUNDRAISING CONSULTANT 0 4466815 70783 4396032 DAVID A SMITH 47 SALISBURY MANSIONS ST ANNS ROA LONDON UK N15 3TP FUNDRAISING CONSULTANT 0 3281309 52000 3229309 M&R STRATEGIC SERVICES INC 1101 17TH ST NW SUITE 301 WASHINGTON DC 20036 DIGITAL FUNDRAISING STRATEGY 0 990931 278171 712760 PUBLIC OUTREACH FUNDRAISING 509-207 WEST HASTINGS ST VANCOUVER CA V6B 1H7 DIRECT RESPONSE CONSULTING 0 140317 827185 -686868 INTEGRAL 1350 CONNECTICUT AVE NW SUITE 206 WASHINGTON DC 20036 SOLICITATION REPORTING AND ANALYSIS 0 0 120000 -120000 KIN CREATIVE 563A QUINCY STREET BROOKLYN NY 11222 DIRECT RESPONSE CONSULTING 0 0 546469 -546469 HEATON SMITH GROUP 1380 W PACES FERRY ROAD NW ATLANTA GA 30327 FUNDRAISING CONSULTANT 0 0 43500 -43500 EPSILON DATA MANAGEMENT 11030 CIRCLE POINT ROAD WESTMINSTER CO 80020 DIRECT RESPONSE CONSULTING 0 0 33156 -33156 20073601 2379481 17694120 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY PART I, LINE 2B, COLUMN (III) IN ADDITION TO THE $332,217 PAID TO AB DATA LTD. FOR THEIR PROFESSIONAL FUNDRAISING SERVICES IN 2024, THE FOUNDATION ALSO PAID AB DATA LTD. $7,128,946.43 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 GOFUNDMEORG 500 ARGUELLO ST STE 200 REDWOOD CITY CA 94063 812279757 501(C)(3) 3454197 0 SUPPORT GRASSROOTS LEADERS TO EMPOWER GIRLS THROUGH EDUCATION. CHICAGO PARK DISTRICT 4830 S WESTERN AVE CHICAGO IL 60609 366005822 GOVERNMENT ENTITY 1000000 0 SUPPORT FOR NEW MIDWAY PLAYGROUND. URBAN ALLIANCE FOUNDATION INC 2030 Q STREET NW WASHINGTON DC 20009 521938443 501(C)(3) 86667 0 SUPPORT YOUTH WITH PROFESSIONAL TRAINING AND EMPLOYMENT OPPORTUNITIES. JOHN JAY COLLEGE FOUNDATION INC 524 W 59TH ST NEW YORK NY 10019 133683676 501(C)(3) 1000000 0 SUPPORT FOR MBK CONNECT INITIATIVE AT JOHN JAY COLLEGE OF CRIMINAL JUSTICE . YMCA OF METROPOLITAN CHICAGO 1030 W VAN BUREN ST CHICAGO IL 606072916 362179782 501(C)(3) 100000 0 SUPPORT FOR LOCAL LUNCHBOX PROGRAM. NATIONAL ARCHIVES TRUST FUND 8601 ADELPHI ROAD COLLEGE PARK MD 20740 GOVERNMENT ENTITY 1500000 0 DIGITIZATION OF RECORDS 6 0 THE VOYAGER SCHOLARSHIP: THE OBAMA-CHESKY SCHOLARSHIP FOR PUBLIC SERVICE 180 4238981 PART I, LINE 2: GRANTEES ARE AWARDED BASED ON THE MERITS OF THE APPLICATIONS. ONCE SELECTED, THE ORGANIZATION 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. ONCE SELECTED, INDIVIDUAL GRANTEES ARE REQUIRED TO SUBMIT DOCUMENTATION INDICATING INTENDED ACTIVITIES AND EXPENDITURES TO THE FOUNDATION AND THE SCHOLARSHIP ADMINISTRATION PARTNER, IF APPLICABLE, AS WELL AS REPORT ON THE OUTCOMES AND ENROLLMENT STATUS DURING KEY MOMENTS IN THE PROGRAM TERM. THERE ARE PERIODIC TOUCH POINTS WITH INDIVIDUAL RECIPIENTS THROUGHOUT THE AWARD PERIOD, AND THE FOUNDATION MAY REQUEST ADDITIONAL REPORTING FROM INDIVIDUALS AS APPROPRIATE. X X X X 1 0 0 0 0 0 0 0 0 VALERIE JARRETT DIRECTOR/CEO 740000 0 0 0 0 0 13800 0 2062 0 755862 0 0 0 ROBBIN COHEN EVP, OPC 610195 0 0 0 0 0 13800 0 26754 0 650749 0 0 0 ALFREDA BRADLEY-COAR EVP, CHIEF LEGAL & PEOPLE OFFICER 424769 0 0 0 0 0 13800 0 1623 0 440192 0 0 0 CHRISTINA TCHEN EVP, STRATEGY & IMPACT 397992 0 0 0 0 0 13800 0 11266 0 423058 0 0 0 LORI T HEALEY SVP, EXECUTIVE PROJECT OFFICER 371232 0 0 0 0 0 13800 0 11266 0 396298 0 0 0 MICHAEL STRAUTMANIS EVP, EXTERNAL AFFAIRS 351815 0 0 0 0 0 13800 0 26754 0 392369 0 0 0 AMMAR RIZKI CFO 362816 0 0 0 0 0 13800 0 11266 0 387882 0 0 0 LAURA LUCAS MAGNUSON EVP, GLOBAL PROGRAMS 359929 0 0 0 0 0 13800 0 11726 0 385455 0 0 0 DANIEL MCGREGOR SVP, DEVELOPMENT (END 12/24) 314714 0 0 0 0 0 12700 0 9536 0 336950 0 0 0 ELISABETH SICILIANO SVP, STRATEGY, GOVERNANCE & RISK 291459 0 0 0 0 0 12098 0 18045 0 321602 0 0 0 CHARMAINE WILLIAMS SVP, CHIEF HUMAN RESOURCES OFFICER 306400 0 0 0 0 0 12256 0 1755 0 320411 0 0 0 JAMIE-CLARE FLAHERTY VP, DEPUTY GENERAL COUNSEL 289750 0 0 0 0 0 11630 0 11266 0 312646 0 0 0 LOUISE BERNARD SVP, MUSEUM DIRECTOR 287308 0 0 0 0 0 11629 0 10956 0 309893 0 0 0 ROARK FRANKEL DIRECTOR OF PLANNING & DELIVERY 262144 0 0 0 0 0 10690 0 18400 0 291234 0 0 0 CAITLIN GILMORE VP, FUNDRAISING & DEVELOPMENT 272584 0 0 0 0 0 10903 0 1755 0 285242 0 0 0 RACHEL RAUSCHER VP, DEVELOPMENT OPERATIONS (END 6/24 137088 0 0 0 133720 0 5493 0 5338 0 281639 0 0 0 ADREN WILSON EXEC. DIRECTOR, MBK & VP, YOUTH OPPO 251816 0 0 0 0 0 10120 0 11266 0 273202 0 0 0 PART I, LINE 4A THE VP, DEVELOPMENT OPERATIONS RECEIVED A SEVERANCE PAYMENT TOTALING $133,720. THE SEVERANCE PAYMENT WAS PAID OVER 6 MONTHS IN CONSIDERATION FOR YEARS OF SERVICE AND POSITION. X 51 62953431 FMV X TRAVEL VOUCHERS 1 17000 FMV 0 0 1 0 PART I, COLUMN (B): ALL TYPES OF PROPERTY ARE REPORTED USING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: 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 SCHOLARS, GLOBAL LEADERS, MY BROTHER'S KEEPER ALLIANCE, GIRLS OPPORTUNITY ALLIANCE, AND VOYAGER SCHOLARSHIP, 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 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. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -8,674,553. 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