2018-07-03T09:23:15-05:00 2017-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2017-01-01 131837418 THE FOUNDATION CENTER FOUN 2126204230 32 OLD SLIP 24TH FL NEW YORK NY 10005 MONISHA DE QUADROS VP FOR FINANCIAL STRATEGY 2126204230 2018-07-02 1 GARRETT M HIGGINS P00543209 9143818900 2018-07-02 2017 2022-09-23 18:48:47Z BRADFORD K SMITH 32 OLD SLIP 24TH FL NEW YORK NY 10005 26816624 0 X WWW.FOUNDATIONCENTER.ORG X 1956 NY THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE UNITED STATES AND AROUND THE WORLD. 16 15 186 18 88070 -1750 8687596 8611116 14309956 14470873 1038198 1153059 76030 222103 24111780 24457151 0 0 0 0 16644679 14698647 0 0 1033700 10555924 10017241 27200603 24715888 -3088823 -258737 40997926 42655205 14566158 15040768 26431768 27614437 X SEE SCHEDULE O 0 0 8056556 11627587 SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND PUBLICATIONS 5433104 1550538 SEE SCHEDULE O - FOR NARRATIVE ON RESEARCH AND OTHER PROGRAMS 5063383 1292748 SEE SCHEDULE O - FOR NARRATIVE ON LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES 18553043 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 78 0 186 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AR CA CO CT 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 MONISHA DE QUADROS VP FOR FINANCIAL STRATEGY 2126204230 32 OLD SLIP 24TH FLOOR NEW YORK NY 100053500 P RUSSELL HARDIN CHAIR (THRU 04/2017) 1.00 X X 0 0 0 CLOTILDE PEREZ-BODE DEDECKER CHAIR 1.00 X X 0 0 0 NEAL HEGARTY VICE CHAIR 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 GAIL CHRISTOPHER TRUSTEE (THRU 06/2017) 1.00 X 0 0 0 JOHN COLBORN TRUSTEE 1.00 X 0 0 0 PATRICK COLLINS TRUSTEE 1.00 X 0 0 0 DEBORAH D HOOVER TRUSTEE 1.00 X 0 0 0 DOMINICK J IMPEMBA TRUSTEE 1.00 X 0 0 0 T SYLVESTER JOHN TRUSTEE 1.00 X 0 0 0 SUSAN KISH TRUSTEE 1.00 X 0 0 0 EARL LEWIS TRUSTEE 1.00 X 0 0 0 PATRICK MCCARTHY TRUSTEE 1.00 X 0 0 0 VALDEMAR DE OLIVEIRA NETO TRUSTEE 1.00 X 0 0 0 MARIEKE VAN SCHAIK TRUSTEE 1.00 X 0 0 0 YVETTE J ALBERDINGK THIJM TRUSTEE 1.00 X 0 0 0 BRADFORD K SMITH PRESIDENT 50.00 X X 603968 0 57830 LORENA P NOGARA TREASURER & CONTROLLER (THRU 12/2017) 50.00 X 169891 0 19726 ZOHRA ZORI SEC. & VP-SOCIAL SECTOR OUTREACH 50.00 X 160877 0 30825 MONISHA DE QUADROS VP- FINANCIAL STRATEGY 50.00 X 213338 0 10721 LAWRENCE T MCGILL VP- KNOWLEDGE SERVICES 50.00 X 223382 0 61258 JACOB K GARCIA VP- DATA AND TECHNOLOGY 50.00 X 208087 0 37900 LISA L PHILP VP- SENIOR ADVISOR 50.00 X 199643 0 26485 KEVIN L MULDER DIRECTOR OF TECHNOLOGY INTEGRATION 50.00 X 183266 0 21168 TRACY L WAKSLER DIRECTOR OF SUBSCRIPTION PRODUCTS 50.00 X 180304 0 39905 2142756 0 305818 26 0 1 0 BEACONFIRE CONSULTING INC 2300 CLARENDON BLVD SUITE 925 ARLINGTON VA 22201 IT CONSULTING 320367 COMMONFUND 15 OLD DANBURY ROAD PO BOX 812 WILTON CT 068970812 INVESTMENT SERVICES 181678 CONTEGRA SYSTEMS INC 200 MAMARONECK AVENUE WHITE PLAINS NY 10601 IT CONSULTING 130528 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 10528 ACCOUNTING 113595 4 8611116 8611116 PRODUCT REVENUE 611710 11627587 11627587 FUNDING INFO. NETWORK 611710 800693 800693 EDUCATIONAL PRGM REV. 611710 491000 491000 FOUNDATION BENCHMARKER 611710 397200 397200 FOUNDATION WEB BUILDER 611710 81007 81007 1073386 1073386 14470873 385684 385684 132187 0 132187 132187 132187 3126848 2359473 767375 767375 767375 PHILANTHROPY NEWS DIGE 541800 88070 88070 VENDING MACHINE INCOME 900099 1846 1846 89916 24457151 14470873 88070 1287092 1267176 933047 243868 90261 10185251 7740034 1940955 504262 961113 707684 184968 68461 1446948 1123929 274429 48590 838159 617151 161305 59703 109226 49425 59801 107095 107095 178784 178784 1066319 853565 212754 216667 216667 619739 533888 78134 7717 1185542 916016 260655 8871 588 588 2218153 1778202 346180 93771 498295 435045 53786 9464 93886 72384 20818 684 13727 13727 2353765 1752603 473001 128161 131193 131193 OTHER FEES 800139 611859 177447 10833 MISCELLANEOUS 114397 58442 53607 2348 SALES TAX EXPENSE 90738 90738 SEMINAR INSTRUCTION FEE 55273 55273 163715 97241 65900 574 24715888 18553043 5129145 1033700 159360 155612 10795902 13505683 2824836 2302243 783566 551722 63782 3026 520298 348723 23062951 13346052 11515309 9716899 14334873 16071297 40997926 42655205 845233 932186 5896680 6698220 1546377 1268260 6277868 6142102 14566158 15040768 X 18369348 18742786 6348420 7157651 1714000 1714000 26431768 27614437 40997926 42655205 X -258737 1484980 -43574 X X 0 1 X 1 0 X 15907716 9061221 10017916 8687596 8611116 52285565 15907716 9061221 10017916 8687596 8611116 52285565 15218371 37067194 424982 490597 503062 384989 517871 2321501 2140 1846 3986 54611052 70640779 0.67870 0.61900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING MACHINE INCOME - 2016 AMOUNT: $ 2,140. 2017 AMOUNT: $ 1,846. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13343417 1944840 25943 15262314 14506097 363356 1526036 13343417 15027711 -491485 30129 14506097 14708221 348795 29305 15027711 12099108 2633535 24422 14708221 0.88770 0.11230 0 0 5898423 1700916 4197507 8462783 7176756 1286027 8701745 4468380 4233365 9716899 MULTI-STRATEGY EQUITY FUND 11365736 F MULTI-STRATEGY BOND FUND 4705561 F 16071297 ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION 1935333 DEFERRED RENT OBLIGATION 4206769 6142102 X 25898557 1484980 1484980 24413577 43574 43574 24457151 24715888 0 24715888 0 24715888 PART V, LINE 4: THE CENTER'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 THE CENTER. THE CENTER 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 THE CENTER'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. PART X, LINE 2: THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE CENTER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE CENTER IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: AS OF DECEMBER 31, 2017, AN ACTUARIAL LOSS OF $43,574 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS LOSS IS RECORDED ON THE DECEMBER 31, 2017 STATEMENT OF CHANGES IN UNRESTRICTED NET ASSETS, DECREASING UNRESTRICTED NET ASSETS. EUROPE 0 0 PROGRAM SERVICES SPECIAL TRAINING ON SUPPORT FOR INSTITUTIONAL FUNDRAISING 21019 0 0 0 0 0 0 21019 0 21019 1 0 1 1 0 0 PART I, LINE 3: THE CENTER USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT TOTAL EXPENDITURES BY REGION IN ITS FINANCIAL STATEMENTS. PART IV, LINE 1: THE CENTER IS REQUIRED TO FILE FORM 926 BECAUSE IT MEETS THE APPLICABLE FILING REQUIREMENT. PART IV, LINE 3: THE FOUNDATION CENTER IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE FILING THRESHOLD REQUIREMENT AND/OR OWNERSHIP REQUIREMENT. PART IV, LINE 4: THE FOUNDATION CENTER IS NOT REQUIRED TO FILE FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE FILING THRESHOLD REQUIREMENT AND/OR OWNERSHIP REQUIREMENT. X 1 1 X X X X 0 0 0 1 0 0 0 1 0 BRADFORD K SMITH PRESIDENT 535072 0 43372 0 25524 0 36684 0 21146 0 661798 0 0 0 LORENA P NOGARA TREASURER & CONTROLLER (THRU 12/2017 168027 0 1732 0 132 0 19351 0 375 0 189617 0 0 0 ZOHRA ZORI SEC. & VP-SOCIAL SECTOR OUTREACH 160823 0 0 0 54 0 20603 0 10222 0 191702 0 0 0 MONISHA DE QUADROS VP- FINANCIAL STRATEGY 213278 0 0 0 60 0 0 0 10721 0 224059 0 0 0 LAWRENCE T MCGILL VP- KNOWLEDGE SERVICES 222986 0 0 0 396 0 30989 0 30269 0 284640 0 0 0 JACOB K GARCIA VP- DATA AND TECHNOLOGY 207997 0 0 0 90 0 27679 0 10221 0 245987 0 0 0 LISA L PHILP VP- SENIOR ADVISOR 199505 0 0 0 138 0 26110 0 375 0 226128 0 0 0 KEVIN L MULDER DIRECTOR OF TECHNOLOGY INTEGRATION 183218 0 0 0 48 0 0 0 21168 0 204434 0 0 0 TRACY L WAKSLER DIRECTOR OF SUBSCRIPTION PRODUCTS 159830 0 20216 0 258 0 19359 0 20546 0 220209 0 0 0 PART I, LINE 1A LORENA P. NORGARA, TREASURER & CONTROLLER, AND TRACY L. WAKSLER, DIRECTOR OF SUBSCRIPTION PRODUCTS, RECEIVED A BONUS THAT WAS GROSSED UP FOR TAXES. THE AMOUNT OF THE GROSS-UP PAYMENT IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). PART I, LINE 3 REFER TO EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. PART I, LINE 5 TRACY L. WAKSLER, DIRECTOR OF SUBSCRIPTION PRODUCTS, RECEIVED A BONUS CONTINGENT ON REVENUE IN HER 2017 W-2 IN THE AMOUNT OF $7,416. PART I, LINE 7 THE CENTER HAS A SPOT BONUS PROGRAM FOR ITS STAFF EXCLUDING VICE PRESIDENTS AND THE PRESIDENT. SELECTED EMPLOYEES WITH EXCEPTIONAL PERFORMANCE ARE RECOGNIZED AND AWARDED BONUSES OF $1,000 AFTER TAXES THROUGHOUT THE YEAR. FORM 990, PART III, LINE 1 THE CENTER ACCOMPLISHES ITS MISSION BY: - OPERATING LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS-NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO-THAT OFFER FREE ACCESS TO INFORMATION RESOURCES AND EDUCATIONAL PROGRAMS. - MAINTAINING UNIQUE DATABASES OF INFORMATION ON MORE THAN 140,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES WORLDWIDE AND OVER 9.5 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE (FDO) SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. - PROVIDING A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST, ITS DAILY NEWS SERVICE. - CONDUCTING RESEARCH AND PUBLISHING REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR. - COORDINATING A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD - MORE THAN 400 FUNDING INFORMATION NETWORK (FIN) PARTNERS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES AND TRAINING. ESTABLISHED IN 1956, THE FOUNDATION CENTER IS THE LEADING SOURCE OF INFORMATION ABOUT PHILANTHROPY WORLDWIDE. THROUGH DATA, ANALYSIS, AND TRAINING, IT CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO SUCCEED. THE CENTER MAINTAINS THE MOST COMPREHENSIVE DATABASE ON U.S. AND, INCREASINGLY, GLOBAL GRANTMAKERS AND THEIR GRANTS - A ROBUST, ACCESSIBLE KNOWLEDGE BANK FOR THE SECTOR. IT ALSO OPERATES RESEARCH, EDUCATION, AND TRAINING PROGRAMS DESIGNED TO ADVANCE KNOWLEDGE OF PHILANTHROPY AT EVERY LEVEL. THOUSANDS OF PEOPLE VISIT THE CENTER'S WEB SITE EACH DAY AND ARE SERVED IN ITS FIVE REGIONAL LIBRARY/LEARNING CENTERS AND ITS NETWORK OF MORE THAN 400 FIN PARTNERS LOCATED IN PUBLIC LIBRARIES, COMMUNITY FOUNDATIONS, AND EDUCATIONAL INSTITUTIONS NATIONWIDE AND AROUND THE WORLD. FORM 990, PART III, LINE 4A MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2017 INCLUDE THE FOLLOWING: FOUNDATION CENTER HAS FORGED DEEP, SUBSTANTIVE RELATIONSHIPS WITH GLOBAL, REGIONAL, AND COUNTRY-LEVEL ORGANIZATIONS SUCH AS WORLDWIDE INITIATIVES FOR GRANTMAKER SUPPORT (WINGS) AND DONORS AND FOUNDATIONS NETWORKS OF EUROPE (DAFNE) TO FACILITATE DATA-GATHERING AND KNOWLEDGE-SHARING BY THEIR MEMBERSHIPS. OUR RECENT WORK WITH GLOBAL PARTNERS ON ISSUE AREAS SUCH AS HUMAN RIGHTS, PEACE AND SECURITY, AND THE SUSTAINABLE DEVELOPMENT GOALS (SDGS) HAS DRAMATICALLY EXTENDED OUR REACH AND REPUTATION AROUND THE WORLD. GLOBAL DATA: RECENTLY, FOUNDATION CENTER HAS LOGGED A NUMBER OF SIGNIFICANT INTERNATIONAL ACHIEVEMENTS, ALL OF WHICH WE EXPECT WILL YIELD IMPORTANT NEW DATA AND KNOWLEDGE FOR PHILANTHROPY FOR YEARS TO COME. WE LED IMPORTANT CROSS-NATIONAL CONVERSATIONS REGARDING DATA STANDARDS IN EUROPE (WITH DAFNE) AND AFRICA (WITH WINGS), AND DELIVERED ON A COMPLEX PARTNERSHIP WITH AFE (COLOMBIAN ASSOCIATION OF FAMILY AND CORPORATE FOUNDATIONS) OF COLOMBIA WITH A SPECIAL FOCUS ON THE SDGS AND PEACEBUILDING. WE ALSO DEVELOPED A DATA STRATEGY AND CAPACITY BUILDING PROGRAM THAT WE HAVE IMPLEMENTED IN EAST AFRICAN COUNTRIES KENYA, TANZANIA, AND UGANDAIN COLLABORATION WITH EAST AFRICAN ASSOCIATION OF GRANTMAKERS (EAAG). WE INITIATED SIMILAR DATA STRATEGY AND CAPACITY BUILDING PROGRAMS IN GHANA AND ROMANIA IN 2017. OUR DATA INITIATIVE HAS HELPED ESTABLISH THE NATIONAL PHILANTHROPY FORUMS OF TANZANIA AND UGANDA, WHERE SUCH INSTITUTES DID NOT EXIST EARLIER. MUCH OF THE WORK UNDERTAKEN BETWEEN WINGS AND FOUNDATION CENTER IN 2016 SET THE STAGE FOR THE WINGS 2017 FORUM, WHERE OUR CO-AUTHORED REPORT, INFRASTRUCTURE IN FOCUS: A GLOBAL PICTURE OF ORGANISATIONS SERVING PHILANTHROPY WAS LAUNCHED. IN ADDITION, WE HELPED PLAN THE FORUM AND SPOKE AT MULTIPLE BREAKOUT SESSIONS. TO REALIZE A VISION OF IMPROVED DATA FOR DEEPER PHILANTHROPIC IMPACT AND TRANSPARENCY, FOUNDATION CENTER AND WINGS COLLABORATED WITH MORE THAN 40 ORGANIZATIONS FROM OVER 20 COUNTRIES TO REFINE AND LAUNCH THE GLOBAL PHILANTHROPY DATA CHARTER IN OCTOBER 2017. THE CHARTER IS INTENDED TO ACT AS A FRAMEWORK TO GUIDE ORGANIZATIONS IN THE SECTOR AS THEY SET OUT TO GATHER OR IMPROVE THE COLLECTION OF PHILANTHROPY DATA, WHILE ACKNOWLEDGING THE DIVERSITY OF CONTEXT, CULTURE, AND LEGAL FRAMEWORKS WITHIN WHICH THESE ORGANIZATIONS OPERATE. IN JULY 2017, IN COLLABORATION WITH THE COUNCIL ON FOUNDATIONS, FOUNDATION CENTER RELEASED INTERNATIONAL GIVING BY U.S. COMMUNITY FOUNDATIONS: LOCAL COMMUNITIES WITH GLOBAL REACH, A REPORT THAT EXAMINES THE CURRENT STATE AND RECENT TRENDS IN INTERNATIONAL GIVING AND ENGAGEMENT BY LARGE U.S. COMMUNITY FOUNDATIONS, THE FIRST-EVER ANALYSIS OF ITS KIND. THIS REPORT WAS POPULAR ON ISSUELAB IN 2017, DOWNLOADED 2,000 TIMES. FOUNDATION CENTER HAS SPOKEN AT SDG DIALOGUES AROUND THE WORLD TO PROMOTE PARTICIPATION BY FOUNDATIONS IN ACHIEVING THE SDGS. SDGFUNDERS.ORG, OUR KNOWLEDGE PORTAL WHICH ILLUSTRATES PHILANTHROPY'S CONTRIBUTIONS TOWARDS ACHIEVING THE SDGS, PROVIDES THE MOST COMPREHENSIVE DATA IN THIS REGARD. THIS LANDSCAPE PROJECT HAS BEEN CITED IN WIDE RANGE OF PUBLICATIONS AND IS VISITED BY A BROAD GLOBAL AUDIENCE REGULARLY. WE ALSO CONTRIBUTED THOUGHT PIECES TO SEVERAL WIDELY-READ INTERNATIONAL PUBLICATIONS ON PHILANTHROPY (INCLUDING ALLIANCE AND ASIANNGO) AND DEVELOPED OR GREW MORE THAN 100 PARTNERSHIPS WITH NON-U.S. ORGANIZATIONS. ELECTRONIC GRANT REPORTING: FOUNDATION CENTER CONTINUES TO BE A LEADING DRIVER IN ESTABLISHING DATA STANDARDS FOR PHILANTHROPY AND ENABLING FOUNDATIONS TO SHARE THEIR DATA WITH US DIRECTLY. THE "GET ON THE MAP" CAMPAIGN WITH UNITED PHILANTHROPY FORUM (FORMERLY THE FORUM OF REGIONAL ASSOCIATIONS OF GRANTMAKERS) CONTINUES TO BE SUCCESSFUL, HELPING PUSH THE NUMBER OF FOUNDATIONS THAT REPORT THEIR GRANTS DATA ELECTRONICALLY TO FOUNDATION CENTER TO 1,411 IN 2017. FOUNDATION CENTER STAFF HAVE OBTAINED AND PROCESSED OVER 173,000 GRANTS (TOTALING NEARLY $16 BILLION) FROM FISCAL YEAR 2016 FROM EREPORTING FOUNDATIONS. THESE ARE GRANTS THAT ARE NOT YET AVAILABLE ON PUBLIC IRS 990-PF FORMS, BUT ARE NOW VIEWABLE ON FOUNDATION CENTER'S PRODUCTS AND SERVICES, INCLUDING FDO AND FOUNDATION MAPS. FOUNDATION DIRECTORY ONLINE (FDO) AND FDO QUICK START: 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 AT OUR FIVE REGIONAL LEARNING CENTERS AND MORE THAN 400 FIN PARTNERS. IN 2017, FDO'S DATA SET EXPANDED TO INCLUDE 9.5 MILLION GRANT RECORDS WITH PROFILES OF 140,000 GRANTMAKERS. THIS INCLUDES TWO NEW TYPES OF DATA: GRANTS MADE BY U.S. FEDERAL GOVERNMENT AGENCIES AND GRANTS OF UNDER $10,000 MADE BY FOUNDATIONS. BOTH ARE POSSIBLE THANKS TO IMPLEMENTATION OF AUTO-CODING SYSTEMS WE DEVELOPED TO AUGMENT MANUAL INDEXING. THE AVAILABILITY OF SMALL GRANTS MADE BY LOCAL FOUNDATIONS WILL HELP SMALLER NONPROFIT ORGANIZATIONS FIND FUNDING FOR CRITICAL ON-THE-GROUND PROJECTS AND PROGRAMS. IN AUGUST 2017, WE LAUNCHED A NEW VERSION OF FDO WHICH IS FASTER, MORE INTUITIVE, MORE ACCESSIBLE, AND MORE AESTHETICALLY PLEASING. FOR THOSE WHO CAN'T VISIT ONE OF OUR LOCATIONS, FDO QUICK START ALLOWS ACCESS TO ESSENTIAL INFORMATION ABOUT 100,000 FOUNDATIONS AND 250,000 IRS FORMS 990-PF TO EVERYONE VIA COMPUTER, TABLET OR PHONE. IN 2017, MORE THAN 1.2 MILLION USERS TOOK ADVANTAGE OF THIS FREE TOOL, A 27 PERCENT INCREASE OVER THE PREVIOUS YEAR. FOUNDATION STATS: FOUNDATION STATS DATA IS OPEN AND FREE, PROVIDING THE MOST COMPREHENSIVE RESOURCE AVAILABLE FOR GENERATING TABLES AND CHARTS ON THE SIZE, SCOPE, AND GIVING PRIORITIES OF THE U.S. FOUNDATION COMMUNITY. THIS INTUITIVE ONLINE PLATFORM INCLUDES APPLICATION PROGRAMMING INTERFACE (API) AND QUERY BUILDER TOOLS, ALLOWING WEB DEVELOPERS TO FREELY EXTRACT THE DATA FOR THEIR OWN USE. THIS TOOL REPRESENTS A LEAP FORWARD IN OPENING UP DATA ON PHILANTHROPY. USAGE OF FOUNDATION STATS MORE THAN DOUBLED IN 2016 TO OVER 27,000 USERS, AND IN 2017, IT INCREASED BY ANOTHER 42 PERCENT TO NEARLY 39,000 USERS. FOUNDATION MAPS: FOUNDATION MAPS IS FOUNDATION CENTER'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. FOUNDATION MAPS IS AVAILABLE FOR FREE USE ON-SITE AT FOUNDATION CENTER'S FIVE REGIONAL OFFICES OR AT ANY ONE OF OUR MORE THAN 400 FUNDING INFORMATION NETWORK PARTNER LOCATIONS. FOUNDATION MAPS CURRENTLY INCLUDES DATA ON 9.5 MILLION GRANTS TOTALING $2.5 TRILLION MADE BY MORE THAN 83,000 FUNDERS TO 665,000 RECIPIENTS. EACH YEAR, WE UPDATE AND ENHANCE THE FEATURES OF FOUNDATION MAPS. OUR 2017 ENHANCEMENTS INCLUDE AN ABILITY TO TRACK DATA BY U.S. CONGRESSIONAL DISTRICTS AND A DASHBOARD THAT COMBINES SMALL VERSIONS OF THE MAP, CONSTELLATIONS, DISTRIBUTION CHART, AND LIST VIEWS FOR "EXECUTIVE OVERVIEW" OF PHILANTHROPY BASED ON NATURAL LANGUAGE SEARCH. ENTERPRISE KNOWLEDGE MANAGEMENT: ENTERPRISE DATABASE MANAGEMENT SYSTEM (EDMS): THE OPERATION OF OUR NEW EDMS GOT INTO FULL SWING IN 2016 WHICH, COUPLED WITH AN AUTOCODING SYSTEM WE DEVELOPED AND REFINED, ALLOWS US TO BRING IN 10 TIMES MORE DATA INTO FOUNDATION CENTER'S PRODUCTS AND SERVICES EACH YEAR THAN OUR SYSTEM OF MANUAL INDEXING. IN PREVIOUS YEARS, THE CENTER'S STAFF TYPICALLY HAND-CODED GRANT DATA INTO FACETS OF OUR TAXONOMY AT THE RATE OF 300,000 PER YEAR, COMPARED TO THE ESTIMATED 1,500,000 GRANTS MADE BY U.S. FOUNDATIONS PER YEAR. OUR DATA TEAM WAS ABLE TO USE OUR EDMS TO PROCESS 3.5 MILLION GRANTS IN 2017 FROM IRS FORM 990 PFS AND 990S, ELECTRONICALLY REPORTED DATA FROM FOUNDATIONS, AND U.S. FEDERAL DATA. THESE IMPROVEMENTS HAVE GIVEN USERS OF OUR PRODUCTS AND SERVICES UNPRECEDENTED ACCESS TO THE LARGEST AMOUNT OF CLEAN AND CODED PHILANTHROPIC DATA EVER AVAILABLE. ANALYTICS: FOUNDATION CENTER CONTINUED TO EXPAND ITS USE OF ANALYTICS TO TRACK USAGE OF SITES AND PROJECTS, UNCOVER TRENDS, AND CREATE MORE MEANINGFUL ANALYSIS AND REPORTS. AS A RESULT OF AN "FDO BLITZ," WHERE WE HAD OUR APPLICATION DEVELOPMENT, WEB DESIGN, AND SUBSCRIPTION SERVICES TEAMS CONCENTRATE ON IMPROVEMENTS, WE WERE ABLE TO MATCH FDO SUBSCRIBERS WITH THEIR ORGANIZATIONS IN THE EDMS TO LEARN MORE ABOUT OUR USERS. THIS ENABLED US TO GAIN MANY USEFUL INSIGHTS ABOUT OUR CUSTOMERS THAT ALLOW US TO BETTER SERVE THEM. FORM 990, PART III, LINE 4A DATA MINING, MACHINE LEARNING, AND RAPID PROTOTYPING: IN 2017 WE INVESTED IN THE PROFESSIONAL DEVELOPMENT OF OUR TECHNOLOGY STAFF AND REAPED THE BENEFITS OF THEIR ADVANCED SKILLS IN DATA MINING, MACHINE LEARNING, AND RAPID PROTOTYPING. THESE ARE AREAS WHERE FOUNDATION CENTER IS AT THE FOREFRONT OF SERVICE TO THE FIELD OF PHILANTHROPY. -NEWS PROTOTYPE: THIS PROTOTYPE NOW INCLUDES A GRANT EXTRACTOR MODULE THAT ALLOWS US TO PULL OUT GRANTS FROM NEWS ARTICLES, WITH AN ALGORITHM THAT TRIES TO MATCH ORGANIZATIONS MENTIONED IN TEXT WITH ORGANIZATIONS IN OUR EDMS. WE HOPE TO FURTHER REFINE THESE EXPERIMENTS AND BEGIN USING THEM IN 2018. -AMAZON WEB SERVICES (AWS) PROTOTYPE: FOR 2017, FOUNDATION CENTER SET A GOAL OF MIGRATING ITS WEB PROPERTIES TO AWS TO MAKE OUR RESOURCES FASTER, MORE RELIABLE, MORE SECURE, AND MORE SCALABLE FOR THE SOCIAL SECTOR. TO ACCOMPLISH THIS, WE COMMITTED TO BUILDING UP THE SKILLS OF OUR DIVERSE INFORMATION TECHNOLOGY STAFF TO INCREASE THEIR ABILITY TO CONTRIBUTE TO THE INFORMATION NEEDS OF NONPROFIT LEADERS. IN MARCH, WE HAD ONE PERSON ON STAFF CERTIFIED IN AWS; BY DECEMBER, 15 OF OUR STAFF ACHIEVED ONE, TWO OR THREE CERTIFICATIONS, EXCEEDING OUR GOAL OF 12. OUR TEAMS HAVE PROTOTYPED A HYBRIDIZED, CLOUD-BASED, SERVER-LESS ARCHITECTURE THAT WILL ALLOW OUR EDMS TO SCALE UP OR DOWN BASED ON ANY LEVEL OF DATA THAT IT RECEIVES. FOUNDATION WEBSITES: FOUNDATION WEBSITES IS OUR WEB DESIGN AND SUPPORT SERVICES FOR PRIVATE FOUNDATIONS AND OTHER GRANTMAKING ORGANIZATIONS. SURPRISINGLY, ONLY 10 PERCENT OF FOUNDATIONS IN THE U.S. HAVE WEBSITES. WITH A GOAL OF INCREASING FOUNDATION TRANSPARENCY, FOUNDATION CENTER OFFERS TO PROFESSIONALLY DESIGN AND MAINTAIN CUSTOMIZED WEBSITES FOR FOUNDATIONS FREE OF CHARGE OR FOR A MODEST FEE. GRANTMAKERS WHO HAVE WORKED WITH US ON THEIR WEBSITES REPORTED RECEIVING BETTER PROPOSALS AND ANSWERING FEWER REQUESTS BY PHONE AND MAIL, SAVING THEM BOTH TIME AND BUDGET DOLLARS. BY THE END OF 2017, 225 FOUNDATIONS HAD TAKEN ADVANTAGE OF THIS SERVICE. FORM 990, PART III, LINE 4B MAJOR RESEARCH AND OTHER PROGRAMS ACCOMPLISHMENTS IN 2017 INCLUDE THE FOLLOWING: KNOWLEDGE SERVICES ARE DATA-DRIVEN TOOLS AND CONTENT-RICH PLATFORMS DEVELOPED BY FOUNDATION CENTER FOR FUNDERS AND THEIR NETWORKS, CONSULTANTS, ADVISORS, AND GRANTEES. THEY 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? WE WORK WITH PARTNERS ON CUSTOM PROJECTS TO TRANSFORM OUR INFORMATION, ANALYSIS, AND TECHNOLOGY INTO SOLUTIONS FOR THE SECTOR. FOUNDATION LANDSCAPES: FOUNDATION CENTER AIMS TO CREATE KNOWLEDGE PORTALS THAT COMBINE MULTIPLE RESOURCES, INCLUDING DATA VISUALIZATION TOOLS, NEWS, AND ORIGINAL RESEARCH, TO ILLUMINATE KEY ISSUES IN PHILANTHROPY IN A COMPREHENSIVE AND COHESIVE WAY. THESE PROJECTS, KNOWN AS FOUNDATION LANDSCAPES, ARE DESIGNED FOR ONGOING UPDATES AND TO 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. FOUNDATION CENTER WAS HONORED TO RECEIVE THE KNIGHT FOUNDATION'S NEWS CHALLENGE ON LIBRARIES AWARD IN 2016. THE COMPETITION AWARDED GRAND PRIZES TO FIVE ORGANIZATIONS, OUT OF MORE THAN 600 THAT APPLIED. IN FEBRUARY 2017, WE LAUNCHED VISUALIZING FUNDING FOR LIBRARIES [LIBRARIES.FOUNDATIONCENTER.ORG], WHICH PROVIDES FREE ACCESS TO GRANTS DATA ON LIBRARY FUNDING THROUGH A CUSTOM MAP AND TRAINING FOR LIBRARIANS AND THEIR SUPPORTERS, INCLUDING FOUNDATIONS. THE MAP CENTRALIZES DATA ON PUBLIC, ACADEMIC, GOVERNMENT, AND SCHOOL LIBRARIES AND DIGITAL AND ARCHIVE COLLECTIONS. THE FREE TRAINING, WHICH CONTINUED THROUGHOUT LAST YEAR, TOOK SEVERAL FORMS, INCLUDING IN-PERSON, WEBINARS, AND AN ELEARNING COURSE. IN MARCH 2017, WE LAUNCHED FUNDINGTHEOCEAN.ORG, AN ONLINE KNOWLEDGE HUB DESIGNED TO TRACK, INFORM, AND INSPIRE OCEAN CONSERVATION PHILANTHROPY. THIS NEW FOUNDATION LANDSCAPES PROJECT AIMS TO CENTRALIZE AND PROVIDE ACCESS TO INFORMATION NEEDED BY OCEAN FUNDERS AND CONSERVATIONISTS AS THEY WORK TO IMPROVE THE CONDITION OF THE OCEAN, ITS INHABITANTS, AND THE LIVELIHOODS THAT DEPEND ON IT. THE SITE INCLUDES A FUNDING MAP, A RESOURCE CENTER WITH REPORTS AND CASE STUDIES, AS WELL AS AN ONLINE COMMUNITY FOR THOSE WORKING ON THIS ISSUE TO SHARE INFORMATION AND COLLABORATE. FOUNDATION CENTER'S STAFF HAS PRESENTED ON THIS RESOURCE AT CONFERENCES AND EVENTS SINCE ITS LAUNCH, INCLUDING AT THE BIODIVERSITY FUNDERS GROUP'S ANNUAL MARINE CONSERVATION PROGRAM MEETING, THE UN WORLD OCEAN CONFERENCE, AND THE CENTER FOR EFFECTIVE PHILANTHROPY CONFERENCE. STAFF ALSO HOSTED AN ONLINE WEBINAR TO DEMONSTRATE THE TOOL TO 215 REGISTRANTS. THE SITE AND ACCOMPANYING FUNDING MAP WERE VISITED BY 9,245 USERS FROM AROUND THE WORLD IN 2017. WE LAUNCHED THE FOURTH EDITION OF OUR MEASURING THE STATE OF DISASTER PHILANTHROPY REPORT IN OCTOBER 2017 IN PARTNERSHIP WITH THE CENTER FOR DISASTER PHILANTHROPY. THE REPORT AND ITS ACCOMPANYING LANDSCAPE PROJECT PROVIDE AN ANALYSIS OF DISASTER-RELATED FUNDING BY FOUNDATIONS, GOVERNMENTS, CORPORATIONS, AND INDIVIDUALS. THE DATA ILLUMINATES FUNDING TRENDS, EXPOSES 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. FOUNDATION CENTER AND THE CAMPAIGN FOR BLACK MALE ACHIEVEMENT LAUNCHED THE 2017 EDITION OF QUANTIFYING HOPE: PHILANTHROPIC SUPPORT FOR BLACK MEN AND BOYS IN NOVEMBER. AMIDST CURRENT RACIAL TENSIONS IN THE UNITED STATES AND THE EVER-SHIFTING SOCIAL AND POLITICAL LANDSCAPE, THE REPORT ANALYZES FOUNDATION FUNDING EXPLICITLY TARGETED TO IMPROVE THE LIFE OUTCOMES OF BLACK MEN AND BOYS. THE REPORT ALSO EXAMINES STRATEGIES AND MILESTONES IN THE FIELD OF BLACK MALE ACHIEVEMENT AND HOW PHILANTHROPY CAN BUILD ON THIS WORK FOR STRONGER COORDINATION AND GREATER IMPACT. WE ALSO MADE SEVERAL ENHANCEMENTS TO OUR EXISTING FOUNDATION LANDSCAPES PROJECTS. IN PARTNERSHIP WITH THE PEACE AND SECURITY FUNDERS GROUP, WE AUGMENTED THE PEACE AND SECURITY FUNDING INDEX, WITH NEW DATA, AN IMPROVED TAXONOMY, AND AN UPDATED USER INTERFACE IN APRIL 2017. THIS PROJECT SHOWCASES DONORS DEDICATED TO BUILDING A SAFER, MORE PEACEFUL, AND PROSPEROUS GLOBAL FUTURE BY IDENTIFYING WHO "PEACE AND SECURITY" FUNDERS ARE, WHERE THEY FOCUS, WHAT ISSUES THEY SUPPORT (E.G., PREVENTING GENOCIDE AND ATROCITIES, CLIMATE SECURITY), AND HOW THEY MAKE AN IMPACT (E.G., THROUGH PUBLIC EDUCATION, JOURNALISM, RESEARCH). BASED ON END-USER NEEDS AND QUESTIONS POSED DURING ITS FIRST YEAR, FOUNDATION CENTER MADE IMPROVEMENTS AND INCORPORATED THIS FEEDBACK TO STREAMLINE DATA COLLECTION EFFORTS ACROSS OTHER SPECIAL RESEARCH PROJECTS. WE ALSO ADDED NEW FEATURES TO YOUTHGIVING.ORG, A HUB TO INSPIRE, CONNECT, AND INFORM YOUTH GRANTMAKING. YOUTHGIVING.ORG PROVIDES THE NEEDED INFRASTRUCTURE FOR THE GROWING YOUTH GIVING MOVEMENT AND ALLOWS USERS TO EXPLORE DIFFERENT PROGRAM MODELS, ORGANIZATIONS, CASE STUDIES, REPORTS, AND FUNDING DATA RELATED TO YOUTH GRANTMAKING. OUR NEW RESOURCES IN 2017 INCLUDE AN INFOGRAPHIC ON HOW DATA CAN HELP YOUTH GRANTMAKERS AND A GUIDE GEARED TOWARD ADULTS WORKING IN YOUTH PHILANTHROPY ON HOW TO INTEGRATE A DATA LENS INTO THEIR WORK. THESE RESOURCES SHOW THE VALUE OF USING DATA TO BUILD CAPACITY AND DRIVE DECISION MAKING IN AN ACCESSIBLE WAY. GRANTCRAFT: GRANTCRAFT HARNESSES THE PRACTICAL WISDOM OF FUNDERS WORLDWIDE TO PROVIDE FREE RESOURCES THAT IMPROVE THE PRACTICE OF PHILANTHROPY. IN THE LAST YEAR, GRANTCRAFT SUCCESSFULLY INCREASED ITS AUDIENCE BY 30 PERCENT, ATTRACTING MORE THAN 82,300 SOCIAL SECTOR STAKEHOLDERS FROM COUNTRIES ACROSS THE GLOBE SPANNING THE FOUNDATION, NONPROFIT, ACADEMIC, MEDIA, GOVERNMENT, AND BUSINESS SECTORS. WE ALSO INCREASED THE BREADTH AND DEPTH OF ITS CONTENT; GRANTCRAFT PUBLISHED 54 GUEST BLOG POSTS, PRODUCED A COLLECTION OF EIGHT CASE STUDIES THAT EXPLORE HOW FUNDERS AROUND THE WORLD APPROACH OCEAN CONSERVATION PHILANTHROPY, AND PUBLISHED MORE THAN 30 ADDITIONAL VIDEOS, INFOGRAPHICS, PODCASTS, AND CASE STUDIES ADDRESSING QUESTIONS FUNDERS FACE ACROSS VARIOUS STRATEGIES AND ISSUE AREAS. AS PART OF THE ATLAS LEARNING PROJECT, COORDINATED BY THE CENTER FOR EVALUATION INNOVATION, GRANTCRAFT PRODUCED A SUITE OF RESOURCES THAT CAPTURES THE WISDOM OF PHILANTHROPIC LEADERS WHO HAVE PARTICIPATED IN FUNDER ADVOCACY COLLABORATIVES. IN PARTNERSHIP WITH ROCKEFELLER PHILANTHROPY ADVISORS, GRANTCRAFT ALSO PRODUCED FRAMEWORKS FOR PRIVATE FOUNDATIONS: A NEW MODEL FOR IMPACT, A LEADERSHIP PAPER THAT OFFERS A ROADMAP FOR FUNDERS INTERESTED IN REFLECTING ON THESE FRAMEWORKS TO BETTER ALIGN PURPOSE, PUBLIC BENEFIT, AND ACTION. THIS PAPER WAS ONE OF OUR MOST POPULAR RESOURCES IN 2017, AND WAS DOWNLOADED MORE THAN 1,200 TIMES DURING THE GRANT PERIOD. FINALLY, WE CONTINUED TO EXPAND GRANTCRAFT'S IN-PERSON PRESENCE IN THE SECTOR DURING THIS REPORTING PERIOD, FACILITATING WORKSHOPS AND EVENTS WITH PEAK GRANTMAKING, OPEN SOCIETY FOUNDATIONS, PHILANTHROPY NEW YORK, AND PHILANTHROPY OHIO. OUR GRANTCRAFT TEAM ALSO ATTENDED MULTIPLE GLOBAL CONFERENCES INCLUDING THE EDGEFUNDERS ALLIANCE CONFERENCE ON RE/ORGANISING POWER FOR SYSTEMS CHANGE, THE EUROPEAN FOUNDATION CENTRE'S ANNUAL GENERAL ASSEMBLY, THE COMMUNITY FOUNDATIONS OF CANADA CONFERENCE, AND THE KULTURA NOVA FOUNDATION'S PARTICIPATORY GOVERNANCE IN CULTURE CONFERENCE, AND HOSTED KEY SESSIONS ON TOPICS RANGING FROM MAKING PHILANTHROPY MORE INCLUSIVE THROUGH PARTICIPATORY GRANTMAKING TO USING HUMAN-CENTERED DESIGN TO IMPROVE WORK IN THE SECTOR. FORM 990, PART III, LINE 4B CF (COMMUNITY FOUNDATION) INSIGHTS: CF INSIGHTS IS THE LEADER IN DATA COLLECTION AND RESEARCH FOR THE COMMUNITY FOUNDATION FIELD IN THE UNITED STATES WITH A REPUTATION FOR BENCHMARKING AND ANALYSIS OF TRENDS. IN ITS THIRD YEAR AT FOUNDATION CENTER, CF INSIGHTS CONTINUED TO DELIVER A HIGH LEVEL OF SERVICE TO ITS MEMBERS, WORKED WITH PARTNERS TO RELEASE GROUNDBREAKING RESEARCH ON THE ROLE OF INFRASTRUCTURE ORGANIZATIONS IN SUPPORTING THE FIELD, AND LAUNCHED A NEW, FREE REPOSITORY OF RESOURCES FROM AROUND THE SECTOR RELEVANT TO COMMUNITY FOUNDATIONS. IN JUNE 2017, CF INSIGHTS LAUNCHED ITS FIRST COLUMBUS SURVEY DASHBOARD, THE MOST UP-TO-DATE AND COMPREHENSIVE DATASET ON THE FINANCIAL STATE OF COMMUNITY FOUNDATIONS IN THE U.S. IN SEPTEMBER 2017, IN COLLABORATION WITH CF LEADS, CF INSIGHTS RELEASED ASSESSING COMMUNITY FOUNDATION NEEDS AND ENVISIONING THE FUTURE. INFORMED BY RESPONSES FROM 142 COMMUNITY FOUNDATIONS AND 46 PHILANTHROPY-SERVING ORGANIZATIONS, THIS REPORT ASSESSES THE CURRENT STATE OF COMMUNITY FOUNDATIONS, IDENTIFIES NEEDS AND ASPIRATIONS, AND LAYS OUT SPECIFIC NEXT STEPS FOR BOTH COMMUNITY FOUNDATIONS AND PHILANTHROPY-SERVING ORGANIZATIONS TO BETTER SERVE THOSE NEEDS. IN DECEMBER 2017, IN CONJUNCTION WITH FOUNDATION CENTER'S ISSUELAB TEAM, CF INSIGHTS LAUNCHED THE COMMUNITY FOUNDATION KNOWLEDGE CENTER, A NEW HOME FOR RESEARCH FUNDED AND PUBLISHED BY COMMUNITY FOUNDATIONS, AS WELL AS OTHER ORGANIZATIONS IN SERVICE OF THE COMMUNITY FOUNDATION FIELD. TOGETHER, CF INSIGHTS MEMBERS SERVE HALF OF THE U.S. POPULATION AND REPRESENT TWO-THIRDS OF TOTAL COMMUNITY FOUNDATION ASSETS. THROUGH CF INSIGHTS, COMMUNITY FOUNDATIONS HAVE THE ABILITY TO IMPROVE PERFORMANCE AND SUSTAINABILITY INDIVIDUALLY AND COLLECTIVELY. ISSUELAB: ISSUELAB REPRESENTS ONE OF THE LARGEST PLATFORMS OF SOCIAL SECTOR KNOWLEDGE, SPANNING 38 ISSUE AREAS AND CONTAINING MORE THAN 23,000 PUBLICLY AVAILABLE RESOURCES (PRODUCED BY NEARLY 6,000 ORGANIZATIONS), SUCH AS WHITE PAPERS, CASE STUDIES, EVALUATIONS, AND ISSUE BRIEFS. AFTER REDESIGNING AND RELAUNCHING ISSUELAB IN 2016, WE CONTINUED TO ENHANCE THE PLATFORM IN 2017 BASED ON BOTH USER FEEDBACK AND EXISTING PLANS. THESE ENHANCEMENTS INCLUDED THE DEVELOPMENT AND LAUNCH OF ISSUELAB RESULTS, A "VERTICAL" FOCUSED ON THE COLLECTION AND SHARING OF PROGRAM EVALUATIONS; THE DEVELOPMENT AND IMPLEMENTATION OF A CONTENT MARKETING STRATEGY; A REFRESH OF THE HOMEPAGE; A RETHINKING AND REDESIGN OF ISSUELAB NEWSLETTERS; A DEEP DIVE INTO SEARCH ENGINE OPTIMIZATION FOR REPOSITORIES; AND OPTIMIZATION OF THE SITE FOR MOBILE USERS. IN 2017, THERE WERE 2,260 REPORTS ADDED TO ISSUELAB. WE SAW AN INCREASE IN USER ENGAGEMENT IN 2017 WITH 217 PEOPLE CREATING USER LIBRARIES, BUILDING THEIR OWN COLLECTION OF REPORTS TO READ WHEN TIME ALLOWS, A 51 PERCENT INCREASE OVER THE PREVIOUS YEAR. ISSUELAB IS INCREASINGLY INVOLVED IN CURATING AND SHARING SPECIAL COLLECTIONS OF KNOWLEDGE TO HELP INFORM BOTH FUNDERS AND PRACTITIONERS. THESE SPECIAL COLLECTIONS HAVE BEEN MADE AVAILABLE ON ISSUELAB.ORG, AS WELL AS A GROWING NUMBER OF SPECIAL ISSUE PORTALS. DURING THE GRANT PERIOD, ISSUELAB CURATED SPECIAL COLLECTIONS, PROVIDED LITERATURE REVIEWS, AND SYNTHESIZED IMPORTANT TOPICS SUCH AS MULTI-PARTY ADVOCACY, BUILDING FOUNDATION CAPACITY FOR EVALUATIONS, AND FUNDING THE OCEAN. PUBLICATIONS: DURING THE GRANT PERIOD, FOUNDATION CENTER RELEASED REPORTS ON TOPICS RELEVANT TO FUNDERS, THE MEDIA, RESEARCHERS, AND NONPROFITS INCLUDING: -QUANTIFYING HOPE: PHILANTHROPIC SUPPORT FOR BLACK MEN AND BOYS, 2017 EDITION UPDATES ANALYSIS ON U.S. FOUNDATION FUNDING TRENDS FOR AFRICAN AMERICAN MALES. -GLOBAL CHARTER FOR PHILANTHROPY PROVIDES A GLOBAL VISION FOR HOW TO LEVERAGE GLOBAL DATA AND STRENGTHEN CIVIL SOCIETY. -MEASURING THE STATE OF DISASTER PHILANTHROPY: 2017 FOCUSES ON USING DATA FOR STRATEGIC AND INFORMED DISASTER-RELATED GIVING DECISIONS. -ASSESSING COMMUNITY FOUNDATION NEEDS AND ENVISIONING THE FUTURE ANALYZES RESULTS FROM A SURVEY OF LARGE COMMUNITY FOUNDATIONS AND SUMMARIZES PROCEEDINGS FROM A DAY-LONG SYMPOSIUM. -LOCAL COMMUNITIES WITH GLOBAL REACH: INTERNATIONAL GIVING BY U.S. COMMUNITY FOUNDATION CHARTS THE GROWTH OF THEIR GIVING OUTSIDE OF THE UNITED STATES IN A FIRST-OF-ITS-KIND ANALYSIS. -FRAMEWORKS FOR PRIVATE FOUNDATIONS: A NEW MODEL FOR IMPACT EXPLORES THE CORE STRUCTURES THAT SHAPE PRIVATE FOUNDATIONS, AND OFFERS A ROADMAP FOR FUNDERS INTERESTED IN REFLECTING ON THESE FRAMEWORKS TO BETTER ALIGN PURPOSE, PUBLIC BENEFIT, AND ACTION. -GRANTCRAFT LAUNCHED THE ADVOCACY FUNDER COLLABORATIVES RESEARCH SERIES TO DRAW UPON REAL-WORLD EXPERIENCES TO SHARE STRATEGIES ABOUT ANTICIPATING AND OVERCOMING PREVALENT OBSTACLES TO SUCCESS. -ADVANCING HUMAN RIGHTS: UPDATE ON GLOBAL FOUNDATION GRANTMAKING, 2017 EDITION ANALYZES $2.7 BILLION OF HUMAN RIGHTS FUNDING AND REVEALS THE PRIORITIES OF FOUNDATIONS AND BILATERAL AND MULTILATERAL DONORS. GLASSPOCKETS: GLASSPOCKETS CHAMPIONS PHILANTHROPIC TRANSPARENCY IN AN ONLINE WORLD BY PROVIDING THE DATA, RESOURCES, EXAMPLES, AND ACTION STEPS FOUNDATIONS NEED TO UNDERSTAND ITS VALUE, BE MORE OPEN IN THEIR OWN COMMUNICATIONS, AND SHINE A LIGHT ON HOW PRIVATE ORGANIZATIONS ARE SERVING THE PUBLIC GOOD. IN 2017, THERE WERE MORE THAN 46,000 USERS OF GLASSPOCKETS. FOUNDATIONS REPORT THAT GLASSPOCKETS HAS HELPED THEM TO DESIGN ACCOUNTABILITY STRATEGIES WHICH HAVE RESULTED IN TRANSPARENCY IMPROVEMENTS WITHIN THEIR INSTITUTIONS. EYE ON THE GIVING PLEDGE: SINCE 2010, 168 OF THE WORLD'S WEALTHIEST INDIVIDUALS AND FAMILIES HAVE JOINED THE GIVING PLEDGE, PUBLICLY DECLARING THEIR INTENTIONS TO COMMIT THE MAJORITY OF THEIR ASSETS TO PHILANTHROPIC CAUSES. GLASSPOCKETS IS KEEPING AN EYE ON THE GIVING PLEDGE, PROVIDING AN IN-DEPTH PICTURE OF THE PARTICIPANTS, THEIR PUBLICLY-ACCESSIBLE CHARITABLE ACTIVITIES, AND THE POTENTIAL IMPACT OF THIS COLLECTIVE EFFORT. WE CONTINUE TO UPDATE THE INFORMATION AVAILABLE AND MAINTAIN DETAILED PROFILES ON THOSE WHO HAVE SIGNED THE PLEDGE. THEY RANGE IN AGE FROM 30 TO 94 FROM ACROSS 21 COUNTRIES WITH A COMBINED NET WORTH OF $800 BILLION. FORM 990, PART III, LINE 4C MAJOR LIBRARY/LEARNING CENTER AND OTHER PUBLIC SERVICES ACCOMPLISHMENTS IN 2017 INCLUDE THE FOLLOWING: THE CENTER OPERATES PROFESSIONALLY STAFFED LIBRARY/LEARNING CENTERS IN FIVE LOCATIONSNEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO THAT OFFER FREE ACCESS TO THE CENTER'S ONLINE SUBSCRIPTION DATABASES AND BOOKS, OTHER RESOURCES ON FUNDERS AND ALL ASPECTS OF PHILANTHROPY AND NONPROFIT MANAGEMENT AND FREE EDUCATIONAL PROGRAMS. THE CENTER HAS AN ONLINE LIBRARIAN WHO RESPONDS TO REFERENCE QUESTIONS FROM PEOPLE WHO PREFER TO USE ITS RESOURCES ONLINE. THE CENTER PROVIDES FREE IN-PERSON PROGRAMS WHICH GIVE PARTICIPANTS A COMPREHENSIVE UNDERSTANDING OF THE GRANTSEEKING PROCESS. THE CENTER ALSO COORDINATES A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD MORE THAN 400 FIN PARTNERS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES, INCLUDING THE FOUNDATION DIRECTORY ONLINE PROFESSIONAL AND TRAINING. OTHER MAJOR LIBRARY/LEARNING CENTER ACCOMPLISHMENTS IN 2017 INCLUDE THE FOLLOWING: FREE ACCESS TO FOUNDATION CENTER RESOURCES AND TRAINING COURSES: DURING THE GRANT PERIOD OVER 20,000 VISITS WERE TRACKED AT THE LIBRARIES OF OUR REGIONAL LEARNING CENTERS IN NEW YORK CITY, WASHINGTON, D.C., ATLANTA, CLEVELAND, AND SAN FRANCISCO WHERE VISITORS USED OUR SUBSCRIPTION-BASED SERVICES AT NO CHARGE, GUIDED BY EXPERT LIBRARIANS AND RESOURCE SPECIALISTS. MORE THAN 12,000 SOCIAL SECTOR COLLEAGUES ATTENDED OUR ONSITE PROGRAMS ON FUNDRAISING AND NONPROFIT MANAGEMENT. FOUNDATION CENTER STAFF ALSO PROVIDED 74 OFFSITE TRAININGS AT OUR FUNDING INFORMATION NETWORK (FIN) PARTNER LOCATIONS TO AN ADDITIONAL 1,570 PEOPLE. IN 2017, FOUNDATION CENTER CONTINUED TO MAKE ITS RESOURCES MORE EASILY ACCESSIBLE TO A BROADER AUDIENCE. TO ENSURE THAT OUR CAPACITY BUILDING TOOLS ARE AVAILABLE TO ANYONE, ANYWHERE, WE USED BRIDGE, OUR ONLINE LEARNING PLATFORM, TO OFFER NEW AND IMPROVED TRAININGS IN THREE CORE COMPETENCIES: FUNDRAISING, ORGANIZATIONAL SUSTAINABILITY, AND LEADERSHIP & MANAGEMENT. THESE OFFERINGS RANGE FROM INTRODUCTION TO PROPOSAL WRITING TO MORE ADVANCED SKILL-BUILDING COURSES SUCH AS YOUR BOARD AND FUNDRAISING. THROUGH THIS PLATFORM, WE OFFERED 32 LIVE WEBINARS AT NO COST TO 11,400 REGISTRANTS ONLINE AND ENGAGED ANOTHER 7,000 PEOPLE THROUGH FREE ONLINE COURSES THAT SUPPLEMENT OUR ON-THE-GROUND TRAININGS AND RESOURCES. WE CONTINUED TO LIVE STREAM SOME OF OUR MOST POPULAR SPECIAL PROGRAMS OUT OF OUR SAN FRANCISCO LEARNING CENTER, ALLOWING OUR ONLINE AUDIENCE TO PARTICIPATE AND ASK QUESTIONS FROM ANYWHERE AROUND THE GLOBE. WITH THE STEADY GROWTH OF PARTICIPANTS, WE HAVE BEGUN TESTING OUR LIVE STREAMING CAPABILITIES AT OUR OTHER REGIONAL LEARNING CENTERS AND ARE LOOKING TO EXPAND THIS SERVICE TO INCREASE PUBLIC ACCESS TO OUR PROGRAMS. WE ALSO MADE THESE SESSIONS AVAILABLE FOR REPLAY IMMEDIATELY AFTER, SO THAT THOSE WHO HAD SCHEDULING CONFLICTS COULD STILL BENEFIT FROM SPECIAL EXPERTISE. IN ADDITION TO OUR ONLINE LEARNING TOOLS AND IN-PERSON TRAININGS, OUR ONLINE LIBRARIAN SERVICE MADE IT EASY FOR PEOPLE WHO WERE UNABLE TO ACCESS OUR PHYSICAL LOCATIONS TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. IN 2017, OUR ONLINE LIBRARIAN SERVICE RESPONDED TO NEARLY 11,000 LIVE CHATS AND EMAIL INQUIRIES. GRANTSPACE: GRANTSPACE, FOUNDATION CENTER'S AWARD-WINNING WEBSITE USED BY MORE THAN 2 MILLION PEOPLE LAST YEAR, OFFERS CAPACITY BUILDING RESOURCES AT NO COSTSAVING COMMUNITY ORGANIZATIONS TIME AND MONEY SO THAT MORE OF THEIR BUDGETS CAN BE ALLOCATED TO SERVING CONSTITUENTS AND LESS ON TRAVEL AND TRAINING EXPENSES. IN 2017, WE CONTINUED TO CURATE NEW CONTENT; THE GRANTSPACE BLOG PUBLISHED 43 POSTS, PROVIDING FRESH MATERIAL AND ENGAGING READERS WITH CURRENT ISSUES THAT ARE MOST RELEVANT TO THEIR WORK. NEARLY 30,000 PEOPLE CONTINUE TO SUBSCRIBE TO OUR MONTHLY GRANTSPACE E-NEWSLETTER. WE CONTINUED TO PROVIDE ACCESS TO BROAD AUDIENCES THAT ARE OFTEN UNDERSERVED; OUR GRANTSPACE CONTENT INCLUDES SPANISH KNOWLEDGE-BASED ARTICLES, WEBINARS, TUTORIALS AND OTHER MATERIALS. OUR KEY TRAINING RESOURCES CONTINUED TO BE AVAILABLE FOR DOWNLOAD IN BOTH ENGLISH AND SPANISH, AND WE CONTINUE TO SERVE PEOPLE WITH VISUAL IMPAIRMENTS. FUNDING INFORMATION NETWORK (FIN): FIN PARTNERS SERVE THE NONPROFIT COMMUNITIES MOST IN NEED OF FOUNDATION CENTER RESOURCES BY PROVIDING LOCAL ACCESS TO OUR ONLINE SUBSCRIPTION DATABASES AT NO COST TO END USERS AND OFFERING ADDITIONAL CAPACITY-BUILDING SUPPORT. IN 2017, WE HAD MORE THAN 400 FINS LOCATED ACROSS THE U.S. AND A GLOBAL PRESENCE IN NINE OTHER COUNTRIES. PHILANTHROPY NEWS DIGEST (PND): PND, A DAILY NEWS SERVICE OF FOUNDATION CENTER, IS A COMPENDIUM OF PHILANTHROPY-RELATED ARTICLES AND FEATURES CULLED FROM PRINT AND ELECTRONIC MEDIA OUTLETS NATIONWIDE AS WELL AS REQUESTS FOR PROPOSAL (RFP) ANNOUNCEMENTS FROM FOUNDATIONS AND JOB LISTINGS. LAST YEAR, WE REDESIGNED PND WITH AN UPDATED LOOK IN ALIGNMENT WITH OUR OTHER WEB PROPERTIES, IMPROVED NAVIGATION, AND ADDED ENHANCED SEARCH FUNCTIONALITY. MORE THAN 1 MILLION PEOPLE RELIED ON PND AS A SOURCE OF INFORMATION ABOUT THE SOCIAL SECTOR IN 2017. PND SENT OUT AN AVERAGE OF 144,660 NIGHTLY EMAIL ALERTS ON NEWS, RFPS, AND JOBS. PHILANTOPIC, THE PND BLOG, PROVIDES OPINIONS AND COMMENTARY ON THE CHANGING WORLD OF PHILANTHROPY AND PUBLISHED 194 POSTS IN 2017. FORM 990, PART VI, SECTION B, LINE 11B THE CENTER'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE DRAFT FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S VP OF FINANCIAL STRATEGY AND PRESIDENT. SUBSEQUENTLY, THE AUDIT COMMITTEE OF THE CENTER'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 THE CENTER. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS THE CENTER'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 SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL 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. FORM 990, PART VI, SECTION B, LINE 15 THE CENTER'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 MADE ARE MAINTAINED IN THE MINUTES IN THE CORPORATE SECRETARY'S OFFICE. A FULL INDEPENDENT COMPENSATION REVIEW FOR MORE THAN A THIRD OF ITS STAFF POSITIONS WAS COMPLETED IN THE FALL OF 2016. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER'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 -43,574. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.