BILL HILLARY & CHELSEA CLINTON FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BILL HILLARY & CHELSEA CLINTON FOUNDATION (EIN 31-1580204)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349309033
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:08:54-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH STREET NW SUITE 1000 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200053005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311580204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL HILLARY & CHELSEA CLINTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW KESSEL | InCareOfNm |
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 5017480471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 PRESIDENT CLINTON AVE 2ND FLOO | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KESSEL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5017480471 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARCIA KRAUSE | PreparerPersonNm |
| PTIN | P00394681 | PTIN |
| Phone | 5017480471 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | SEE SCHEDULE O | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1271 AVENUE OF AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $150,041,339 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLINTONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | AR | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE GLOBAL HEALTH & WELLNESS,INCREASE OPPORTUNITY FOR WOMEN/GIRLS, REDUCE CHILDHOOD OBESITY,CREATE ECONOMIC OPP & GROWTH AND HELP COMMUNITIES ADDRESS EFFECTS OF CLIMATE CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 402 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $1,425,459 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$201,666 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,937,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $142,885,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,165,721 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,375,976 | CYProgramServiceRevenueAmt |
| PY Investment Income | $516,051 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,457 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,970,315 | PYOtherRevenueAmt |
| CY Other Revenue | $2,421,380 | CYOtherRevenueAmt |
| PY Total Revenue | $54,589,351 | PYTotalRevenueAmt |
| CY Total Revenue | $147,842,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,091,488 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,865,052 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,438,574 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,914,108 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $204,179 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $634,720 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,006,421 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,614,417 | PYOtherExpensesAmt |
| CY Other Expenses | $45,270,614 | CYOtherExpensesAmt |
| PY Total Expenses | $56,348,658 | PYTotalExpensesAmt |
| CY Total Expenses | $84,684,494 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,759,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,158,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $225,703,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $277,805,820 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,113,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,506,362 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $183,590,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $247,299,458 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CLINTON FOUNDATION CONVENES BUSINESSES, GOVERNMENTS, NGOS AND INDIVIDUALS TO IMPROVE GLOBAL HEALTH AND WELLNESS, INCREASE OPPORTUNITY FOR WOMEN AND GIRLS, REDUCE CHILDHOOD OBESITY, CREATE ECONOMIC OPPORTUNITY AND GROWTH, AND HELP COMMUNITIES ADDRESS THE EFFECTS OF CLIMATE CHANGE. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $23,684,000 | ExpenseAmt |
| Revenue | $896,400 | RevenueAmt |
| Desc | CLINTON GLOBAL INITIATIVE (SEE SCHEDULE O FOR FURTHER DETAILS) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,288,987 | ExpenseAmt |
| Grant | $107,374 | GrantAmt |
| Revenue | $2,814,980 | RevenueAmt |
| Desc | CLINTON PRESIDENTIAL CENTER (SEE SCHEDULE O FOR FURTHER DETAILS) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,311,000 | ExpenseAmt |
| Grant | $496,023 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CLINTON CLIMATE INITIATIVE (SEE SCHEDULE O FOR FURTHER DETAILS) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $24,024,824 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,261,655 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,769,021 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $68,308,811 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 265 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 402 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KESSEL | PersonNm |
| Phone | 5017480471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 PRESIDENT CLINTON AVE | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRUCE R LINDSEY-CEO TIL 72013 | |||||||||
| CHAIRMAN OF BOARD | 45.0 | 5.0 | Yes (X) | Yes (X) | $360,672 | $0 | $34,184 | ||
| TERENCE MCAULIFFE | |||||||||
| DIRECTOR - UNTIL NOV 5,2013 | 5.0 | 0.0 | Yes (X) | ||||||
| CHELSEA V CLINTON | |||||||||
| DIRECTOR | 25.0 | 10.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC BRAVERMAN | |||||||||
| CEO BEGINNING JULY 2013 | 50.0 | 0.0 | Yes (X) | Yes (X) | $261,041 | $0 | $13,300 | ||
| WILLIAM JEFFERSON CLINTON | |||||||||
| DIRECTOR | 20.0 | 5.0 | Yes (X) | ||||||
| HILLARY RODHAM CLINTON | |||||||||
| DIRECTOR | 20.0 | 5.0 | Yes (X) | ||||||
| FRANK GIUSTRA | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| ROLANDO GONZALEZ BUNSTER | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| ERIC GOOSBY | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| HADEEL IBRAHIM | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| LISA JACKSON | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| CHERYL MILLS | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| CHERYL SABAN | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| RICHARD VERMA | |||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | ||||||
| ANDREW KESSEL | |||||||||
| CFO | 50.0 | 0.0 | Yes (X) | $174,571 | $0 | $33,384 | |||
| STEPHANIE S STREETT | |||||||||
| EXECUTIVE DIRECTOR | 50.0 | 0.0 | Yes (X) | $138,750 | $0 | $30,999 | |||
| ROBERT S HARRISON | |||||||||
| CEO, CGI | 45.0 | 5.0 | $208,138 | $0 | $35,619 | Yes (X) | |||
| DENNIS CHENG | |||||||||
| CDO | 50.0 | 0.0 | $215,200 | $0 | $21,685 | Yes (X) | |||
| MARK GUNTON | |||||||||
| CEO, CGEP | 50.0 | 0.0 | $256,565 | $0 | $38,960 | Yes (X) | |||
| SCOTT TAITEL | |||||||||
| COO, CGEP | 50.0 | 0.0 | $186,571 | $0 | $29,113 | Yes (X) | |||
| LAURA GRAHAM | |||||||||
| SENIOR ADVISOR | 50.0 | 0.0 | $182,710 | $0 | $1,248 | Yes (X) | |||
| VIRGINIA EHRLICH | |||||||||
| CEO, CHMI | 50.0 | 0.0 | $181,864 | $0 | $19,159 | Yes (X) | |||
| FREDERIC POUST | |||||||||
| DIR. SPONSORS & MRKTING | 50.0 | 0.0 | $464,229 | $0 | $20,028 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,630,311 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,679 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIVE CURRENTS LLC | |||||
| 1200 AVIATION BLVD | REDONDO BEACH | CA | 90254 | CONF. PRODUCTION | $1,040,474 |
| MATTER UNLIMITED LLC | |||||
| 175 VARICK STREET | NEW YORK | NY | 10013 | WEB DESIGN & PROD. | $626,059 |
| LANKEY LIMEY LTD | |||||
| 85 JAMES TERRACE | YONKERS | NY | 10704 | CONF. PRODUCTION | $576,621 |
| STAGE CALL LLC | |||||
| 311 W 43RD ST | NEW YORK | NY | 10036 | CONF. PRODUCTION | $532,206 |
| COMMUNITY COUNSELLING SERVICE CO | |||||
| PO BOX 824885 | PHILADELPHIA | PA | 19182 | ENDOWMENT PLAN DEV. | $448,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $134,955 | FederatedCampaignsAmt |
| Membership Dues | $10,746 | MembershipDuesAmt |
| Fundraising | $14,833,387 | FundraisingAmt |
| Related Organizations | $9,969,393 | RelatedOrganizationsAmt |
| Government Grants | $4,497,522 | GovernmentGrantsAmt |
| All Other Contributions | $113,439,953 | AllOtherContributionsAmt |
| Noncash Contributions | $632,977 | NoncashContributionsAmt |
| Total Contributions | $142,885,956 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PRESIDENTIAL CENTER | 900099 | $1,029,841 | $238,147 | $791,694 |
| CLINTON GLOBAL INITIATIVE | 900099 | $896,400 | $896,400 | |
| CGEP INCOME | 900099 | $449,735 | $449,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,375,976 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,457 | TotalRevenueColumnAmt |
| Exclusion | $159,457 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $364,151 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,833,387 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,223,181 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$859,030 | TotalRevenueColumnAmt |
| Exclusion | -$859,030 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,785,139 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $975,389 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $809,750 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $633,765 | UnrelatedBusinessRevenueAmt |
| Exclusion | $175,985 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPEECH REVENUE | 900099 | $1,784,748 | $1,784,748 |
| CDI FARMING | 900099 | -$776,870 | -$776,870 |
| OTHER REVENUE | 900099 | $1,462,782 | $1,462,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,470,660 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,842,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,054,942 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,425,459 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$523,588 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,454,133 | TotalAmt |
| Program Services | $5,454,133 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,410,919 | TotalAmt |
| Program Services | $3,410,919 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,372 | TotalAmt |
| Program Services | $346,888 | ProgramServicesAmt |
| Management And General | $796,284 | ManagementAndGeneralAmt |
| Fundraising | $215,200 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,798,525 | TotalAmt |
| Program Services | $16,578,543 | ProgramServicesAmt |
| Management And General | $3,107,930 | ManagementAndGeneralAmt |
| Fundraising | $2,112,052 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,610 | TotalAmt |
| Program Services | $682,997 | ProgramServicesAmt |
| Management And General | $184,106 | ManagementAndGeneralAmt |
| Fundraising | $104,507 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,762,685 | TotalAmt |
| Program Services | $2,718,333 | ProgramServicesAmt |
| Management And General | $757,023 | ManagementAndGeneralAmt |
| Fundraising | $287,329 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,022,916 | TotalAmt |
| Program Services | $1,542,287 | ProgramServicesAmt |
| Management And General | $295,048 | ManagementAndGeneralAmt |
| Fundraising | $185,581 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,105 | TotalAmt |
| Program Services | $283,597 | ProgramServicesAmt |
| Management And General | $20,508 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,756 | TotalAmt |
| Program Services | $133,166 | ProgramServicesAmt |
| Management And General | $237,590 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,720 | TotalAmt |
| Fundraising | $634,720 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,704,307 | TotalAmt |
| Program Services | $6,141,436 | ProgramServicesAmt |
| Management And General | $179,170 | ManagementAndGeneralAmt |
| Fundraising | $1,383,701 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677,466 | TotalAmt |
| Program Services | $610,504 | ProgramServicesAmt |
| Fundraising | $66,962 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,770,917 | TotalAmt |
| Program Services | $4,064,994 | ProgramServicesAmt |
| Management And General | $463,032 | ManagementAndGeneralAmt |
| Fundraising | $242,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066,067 | TotalAmt |
| Program Services | $1,067,763 | ProgramServicesAmt |
| Management And General | $536,032 | ManagementAndGeneralAmt |
| Fundraising | $462,272 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,010,380 | TotalAmt |
| Program Services | $3,063,226 | ProgramServicesAmt |
| Management And General | $527,040 | ManagementAndGeneralAmt |
| Fundraising | $420,114 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,448,502 | TotalAmt |
| Program Services | $6,472,418 | ProgramServicesAmt |
| Management And General | $288,970 | ManagementAndGeneralAmt |
| Fundraising | $1,687,114 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,224,775 | TotalAmt |
| Program Services | $8,996,173 | ProgramServicesAmt |
| Management And General | $24,624 | ManagementAndGeneralAmt |
| Fundraising | $203,978 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,724,162 | TotalAmt |
| Program Services | $4,300,956 | ProgramServicesAmt |
| Management And General | $423,206 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,147 | TotalAmt |
| Program Services | $131,127 | ProgramServicesAmt |
| Management And General | $241,020 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOSS ON PRGRM RELATED INVSTMTS | $26,348 | $26,348 | |
| OTHER EXPENSES | $2,570,682 | $2,283,003 | $287,679 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,684,494 | TotalAmt |
| Program Services | $68,308,811 | ProgramServicesAmt |
| Management And General | $8,369,262 | ManagementAndGeneralAmt |
| Fundraising | $8,006,421 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $55,578,515 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,498,607 | BOYAmt |
| EOY | $35,479,188 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,610,879 | BOYAmt |
| EOY | $56,399,881 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,780 | BOYAmt |
| EOY | $1,404,820 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,836 | BOYAmt |
| EOY | $894,990 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,136 | BOYAmt |
| EOY | $864,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $144,975,885 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,980,204 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,394,076 | BOYAmt |
| EOY | $109,995,681 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,991 | BOYAmt |
| EOY | $14,649,160 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,066 | BOYAmt |
| EOY | $2,174,513 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,427,903 | BOYAmt |
| EOY | $365,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,703,274 | BOYAmt |
| EOY | $277,805,820 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,021,194 | BOYAmt |
| EOY | $9,088,298 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $984,288 | BOYAmt |
| EOY | $12,032,339 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,985 | BOYAmt |
| EOY | $74,985 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,032,772 | BOYAmt |
| EOY | $9,310,740 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,113,239 | BOYAmt |
| EOY | $30,506,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,044,754 | BOYAmt |
| EOY | $164,678,982 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,295,281 | BOYAmt |
| EOY | $23,606,628 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $59,013,848 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,590,035 | BOYAmt |
| EOY | $247,299,458 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,703,274 | BOYAmt |
| EOY | $277,805,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $63,158,275 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $61,155 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $489,993 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,979,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,869,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,232,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,937,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,885,956 | CurrentTaxYearAmt |
| Total | $521,904,836 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,979,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136,869,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,232,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,937,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,885,956 | CurrentTaxYearAmt |
| Total | $521,904,836 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $44,121,155 | SubstantialContributorsTotAmt |
| Public Support Total170 | $477,783,681 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $364,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,457 | CurrentTaxYearAmt |
| Total | $704,487 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,774,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,530,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,329,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,464,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,419,621 | CurrentTaxYearAmt |
| Total | $20,518,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $543,127,879 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,797,421 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87969 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,491 | BeginningYearBalanceAmt |
| Contributions | $58,763,848 | ContributionsAmt |
| Investment Earnings Or Losses | $64,946 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $59,096,285 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,000 | BeginningYearBalanceAmt |
| Contributions | $17,491 | ContributionsAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $267,491 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,000 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $250,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,000 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $250,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,000 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $250,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $943,690 | OtherCostOrOtherBasisAmt |
| Book Value | $943,690 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,150,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,680,414 | DepreciationAmt |
| Book Value | $100,469,826 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,775,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,114,929 | DepreciationAmt |
| Book Value | $3,660,395 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,106,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,184,861 | DepreciationAmt |
| Book Value | $4,921,770 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $109,995,681 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR BENEFIT OF REL. ORG. | Desc |
| Amt | $9,310,740 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,310,740 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT THE ONGOING MISSION OF THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION. |
| FORM 990, SCHEDULE D, PART X, LINE 2 | THE CLINTON FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER,THE CLINTON FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE CLINTON FOUNDATION FILES TAX RETURNS IN THE US FEDERAL JURISDICTION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | 2 | Program Services | CLIMATE & ECONOMIC DEV | $3,835,872 |
| East Asia and the Pacific | 2 | 5 | Program Services | CLIMATE WORK | $4,779,595 |
| Europe (Including Iceland and Greenland) | 1 | 3 | Program Services | CLIMATE WORK | $62,119 |
| North America | 0 | 0 | Program Services | CLIMATE WORK | $21,562 |
| South America | 3 | 11 | Program Services | ECONOMIC DEVELOMENT | $7,156,877 |
| Sub-Saharan Africa | 4 | 52 | Program Services | CLIMATE & ECONOMIC DEV | $4,979,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 11 | SubtotalOfficesCnt |
| Subtotal Employees | 73 | SubtotalEmployeesCnt |
| Total Office | 11 | TotalOfficeCnt |
| Total Employee | 73 | TotalEmployeeCnt |
| Subtotal Spent | $20,835,025 | SubtotalSpentAmt |
| Total Spent | $20,835,025 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (15 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| South America | MOTHER/CHILD NUTRITION | $390,430 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | EARTHQUAKE RECONSTRUCT. | $125,000 | WIRE TRANSFE | N/A |
| East Asia and the Pacific | CARBNCAPTURE CLIMATE WORK | $73,087 | WIRE TRANSFE | N/A |
| East Asia and the Pacific | CARBNCAPTURE CLIMATE WORK | $422,936 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | EARTHQUAKE RECONSTRUCT | $9,800 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | EARTHQUAKE RECONSTRUCT | $114,250 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $203,567 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $140,175 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $43,626 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $98,748 | WIRE TRANSFE | N/A |
| Sub-Saharan Africa | AGRICULTURAL DEVELOPMENT | $250,000 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $1,250,000 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $56,000 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $128,300 | WIRE TRANSFE | N/A |
| Central America and the Caribbean | RECONSTRUCT. | $100,000 | WIRE TRANSFE | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES A FINAL REPORT FROM ALL GRANT RECIPIENTS DETAILING THE USE OF GRANT FUNDS. THE RELEVANT GROUP INITIATIVE WITHIN THE FOUNDATION REVIEWS THESE REPORTS FOR PROPER USE OF GRANT FUNDS AND CONTINUED FUNDING. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MARKETING AND COMMUNICATIO | ||||||||
| DIRECT MAIL MARKETING | false | $222,173 | $75,000 | $147,173 | ||||
| M R STRATEGIC SERVICES | ||||||||
| EMAIL FUNDRAISING | false | $1,763,490 | $110,970 | $1,652,520 | ||||
| COMMUNITY COUNSELLING SERVICE CO | ||||||||
| FUNDRAISING SERVICES | false | $58,763,848 | $448,750 | $58,315,098 | PO BOX 8244885 | PHILADELPHIA | PA | 19182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $60,749,511 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $634,720 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $60,114,791 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LONDON GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $3,259,940 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,113,189 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $146,751 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $96,659 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $105,863 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,071 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $184,703 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | RECEP./DINNERS | NameOfEvent2Amt |
| Gross Receipts Event2 | $6,130,844 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,013,669 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $117,175 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $17,340 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $73,524 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $8,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $228,580 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,806,754 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,706,529 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $100,225 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $104,492 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $49,886 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $43,547 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $307,516 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $15,197,538 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,833,387 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $364,151 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $218,491 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $229,273 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $54,618 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $720,799 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,223,181 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$859,030 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I - NAME AND ADDRESS OF PROFESSIONAL FUNDRAISER | FormAndLineReferenceDesc |
| Explanation | 1. AMERICAN MARKETING & COMMUNICATION CORP: 14201 PENNSYLVANIA AVE HAGERSTOWN, MD 21742 2. M + R STRATEGIC SERVICES: 2120 L STREET, NW, SUITE 400 WASHINGTON, DC 20036 3. COMMUNITY COUNSELLING SERVICE CO, LLC: PO BOX 824885 PHILADELPHIA, PA 19182 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR A HEALTHIER GENERATION | ||||||||||
| 1200 NW NAITO PARKWAY | Portland | OR | 97209 | 272028308 | 501(c)(3) | $2,300,000 | N/A | N/A | ||
| ARCHITECTURE FOR HUMANITY | ||||||||||
| 848 FOLSOM ST | SAN FRANCISCO | CA | 94107 | 300038297 | 501(c)(3) | $402,448 | N/A | N/A | HAITI RECONSTRUCTION. | |
| CITY OF LITTLE ROCK | ||||||||||
| 500 WEST MARKHAM | LITTLE ROCK | AR | 72201 | 716014465 | Government | $100,000 | N/A | N/A | ||
| HENDRIX COLLEGE | ||||||||||
| 1600 WASHINGTON ST | CONWAY | AR | 72032 | 710236897 | 501(c)(3) | $175,000 | N/A | N/A | ||
| MISSION OF HOPE HAITI | ||||||||||
| PO BOX 60004 | FORT MYERS | FL | 33906 | 137207776 | 501(c)(3) | $150,670 | N/A | N/A | ||
| NORTH COAST FARMS AND DEVELOPMENT | ||||||||||
| 3071 FIVE OAKS LANE | GREEN COVE SPRINGS | FL | 32043 | 452766475 | 501(c)(3) | $47,500 | N/A | N/A | ||
| SOLAR ELECTRIC LIGHT FUND | ||||||||||
| 1612 K STREET | WASHINGTON | DC | 20006 | 521701564 | 501(c)(3) | $116,730 | N/A | N/A | ||
| SUSTAINABLE ORGANIC INTEGRATED LIVELIHOODS | ||||||||||
| 3950 GREEN VALLEY SCHOOL RD | SEBASTTOPOL | CA | 95472 | 208195963 | 501(c)(3) | $25,000 | N/A | N/A | ||
| TECHNOSERVE | ||||||||||
| 1120 19TH STREET | WASHINGTON | DC | 20036 | 132626135 | 501(c)(3) | $109,852 | N/A | N/A | ||
| CLINTON HEALTH ACCESS INITIATIVE | ||||||||||
| 383 DORCHESTER AVE | BOSTON | MA | 02127 | 271414646 | 501(c)(3) | $2,000,000 | N/A | N/A | HAITI RELIEF | |
| CHICAGO CARES INC | ||||||||||
| 2 N RIVERSIDE | CHICAGO | IL | 60606 | 363777709 | 501(c)(3) | $20,000 | N/A | N/A | COMM. ACTION SUPPORT | STE 2200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES A FINAL REPORT FROM ALL GRANT RECIPIENTS DETAILING THE USE OF GRANT FUNDS. THE RELEVANT GROUP INITIATIVE WITHIN THE FOUNDATION REVIEWS THESE REPORTS FOR PROPER USE OF GRANT FUNDS AND CONTINUED FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE R LINDSEY-CEO TIL 72013 | ||||||||||||||
| CHAIRMAN OF BOARD | $360,672 | $0 | $0 | $0 | $0 | $0 | $15,300 | $0 | $18,884 | $0 | $394,856 | $0 | $0 | $0 |
| ANDREW KESSEL | ||||||||||||||
| CFO | $171,571 | $0 | $3,000 | $0 | $0 | $0 | $10,433 | $0 | $22,951 | $0 | $207,955 | $0 | $0 | $0 |
| STEPHANIE S STREETT | ||||||||||||||
| EXECUTIVE DIRECTOR | $135,750 | $0 | $3,000 | $0 | $0 | $0 | $8,232 | $0 | $22,767 | $0 | $169,749 | $0 | $0 | $0 |
| ROBERT S HARRISON | ||||||||||||||
| CEO, CGI | $205,138 | $0 | $3,000 | $0 | $0 | $0 | $12,494 | $0 | $23,125 | $0 | $243,757 | $0 | $0 | $0 |
| ERIC BRAVERMAN | ||||||||||||||
| CEO BEGINNING JULY 2013 | $227,082 | $0 | $0 | $0 | $33,959 | $0 | $11,538 | $0 | $1,762 | $0 | $274,341 | $0 | $0 | $0 |
| MARK GUNTON | ||||||||||||||
| CEO, CGEP | $253,565 | $0 | $3,000 | $0 | $0 | $0 | $15,575 | $0 | $23,385 | $0 | $295,525 | $0 | $0 | $0 |
| DENNIS CHENG | ||||||||||||||
| CDO | $212,200 | $0 | $3,000 | $0 | $0 | $0 | $12,785 | $0 | $8,900 | $0 | $236,885 | $0 | $0 | $0 |
| SCOTT TAITEL | ||||||||||||||
| COO, CGEP | $183,571 | $0 | $3,000 | $0 | $0 | $0 | $11,038 | $0 | $18,075 | $0 | $215,684 | $0 | $0 | $0 |
| LAURA GRAHAM | ||||||||||||||
| SENIOR ADVISOR | $180,160 | $0 | $2,550 | $0 | $0 | $0 | $0 | $0 | $1,248 | $0 | $183,958 | $0 | $0 | $0 |
| VIRGINIA EHRLICH | ||||||||||||||
| CEO, CHMI | $178,864 | $0 | $3,000 | $0 | $0 | $0 | $10,379 | $0 | $8,780 | $0 | $201,023 | $0 | $0 | $0 |
| FREDERIC POUST | ||||||||||||||
| DIR. SPONSORS & MRKTING | $214,230 | $0 | $249,999 | $0 | $0 | $0 | $12,404 | $0 | $7,624 | $0 | $484,257 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | THE BOARD RECOGNIZES THAT, DUE TO EXTRAORDINARY SECURITY AND OTHER REQUIREMENTS, WILLIAM J. CLINTON, HILLARY RODHAM CLINTON, AND CHELSEA CLINTON MAY REQUIRE THE NEED TO TRAVEL BY CHARTER OR IN FIRST CLASS, THE DETERMINATION OF WHICH WILL BE MADE ON A CASE-BY-CASE BASIS. ERIC BRAVERMAN WAS PROVIDED A HOUSING ALLOWANCE FOR SEVERAL MONTHS FROM HIRE DATE. HOUSING ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION ON HIS 2013 FORM W-2. |
| FORM 990, SCHEDULE J, PART I, LINE 2 | THE HOUSING ALLOWANCE INDICATED IS COVERED BY POLICY, TRAVEL INDICATED ABOVE IS NOT IN A SEPARATE WRITTEN POLICY, BUT IS KNOWN TO THE BOARD. IN MOST CASES SUCH TRAVEL IS PAID FOR DIRECTLY BY THE FOUNDATION AND REIMBURSEMENT IS NOT NECESSARY. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | THE AMOUNTS INCLUDED ON PART II, B(II) REPRESENT BONUSES THAT WERE INCLUDED IN THE 2013 W-2. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FONDO ACCESO SAS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY-B.LINDSEY DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $1,175,250 | TransactionAmt |
| Transaction | PROGRAM-RELATED INVESTMENT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | NO DIRECTORS OF FONDO ACCESO ARE PAID OR RECEIVE ANY SHARE OF PROFITS. THIS AMOUNT REPRESENTS A CONTRIBUTION MADE THROUGH ACCESO FUND LLC, A RELATED PARTNERSHIP REPORTED ON SCHEDULE R. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $116,567 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET LIST PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $361,014 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH REC'D. ON SALE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $55,396 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET LIST PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTERS DONATED | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B - AMENDED RETURN | THE FOUNDATION IS VOLUNTARILY AMENDING ITS 2013 FORM 990. CHANGES TO PART I (SUMMARY): PART I, LINES 8 - 11 AND LINE 17 FOR PRIOR YEAR (2012) ARE AMENDED TO REFLECT AN AMENDED 2012 FORM 990. CURRENT YEAR (2013) ARE AMENDED IN RELATION TO CHANGES IN PARTS VIII AND IX, AS OUTLINED BELOW. CHANGES TO PART V (STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE) AND SCHEDULE O (SUPPLEMENTAL INFORMATION TO FORM 990): PART V, LINE 4B INSTRUCTS THAT THE NAMES OF FOREIGN COUNTRIES IN WHICH THE FOUNDATION HAS AN INTEREST IN, OR SIGNATURE OR OTHER AUTHORITY OVER, A FINANCIAL ACCOUNT SHOULD BE LISTED ON SCHEDULE O. CHANGES ARE MADE TO THE LIST AS SET OUT IN SCHEDULE O. THE AMENDED FILING IS CONSISTENT WITH THE FOREIGN COUNTRIES REPORTED ON THE FOUNDATION'S REPORT OF FOREIGN BANK AND FINANCIAL ACCOUNTS. CHANGE TO PART VI (GOVERNANCE, MANAGEMENT, AND DISCLOSURE): PART VI, SECTION C, LINE 17 IS UPDATED TO LIST STATES WHERE THE FOUNDATION'S FORM 990 IS REQUIRED TO BE FILED. A CHANGE IS MADE TO PART VI, SECTION C, LINE 18 RELATING TO THE MANNER IN WHICH THE FOUNDATION'S FORMS 1023, 990, AND 990-T WERE MADE AVAILABLE FOR PUBLIC INSPECTION. CHANGE TO PART VII (COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES AND INDEPENDENT CONTRACTORS): PART VII, LINE 1(3) IS UPDATED TO CORRECTLY REFLECT AVERAGE HOURS DEVOTED TO THE FOUNDATION AND RELATED ORGANIZATIONS. CHANGES TO PART VIII (STATEMENT OF REVENUE) AND RELATED CHANGES TO PART I (SUMMARY), PART III (STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS), PART XI (RECONCILIATION OF NET ASSETS), SCHEDULE A (PUBLIC CHARITY STATUS AND PUBLIC SUPPORT) AND SCHEDULE M (NONCASH CONTRIBUTIONS): PART VIII, LINE 1D IS UPDATED TO REPORT CONTRIBUTIONS FROM A RELATED ORGANIZATION AND TO REMOVE THE CHANGE IN NET ASSETS FROM A RELATED ENTITY REFLECTED ON PART XI, LINE 9. PART VIII, LINE 1E IS CHANGED TO REFLECT A GRANT THAT IS INCLUDED IN PART VIII, LINE 1F ON THE FORM 990 AS ORIGINALLY FILED. PART VIII, LINE 1F IS INCREASED TO REFLECT A REFUND OF CONTRIBUTIONS RECEIVED IN A PRIOR YEAR. AS PROVIDED IN THE INSTRUCTIONS, THE REFUND IS REPORTED ON PART XI,LINE 9 AND SCHEDULE O. AN ADDITIONAL NON-CASH CONTRIBUTION IS REPORTED, INCREASING THE AMOUNT ON PART VIII, LINE 1G. THIS CONTRIBUTION IS REPORTED ON SCHEDULE M, PART I, LINE 25. THE FORM 990 AS ORIGINALLY FILED REPORTED PAYMENTS FOR SPEECHES AS OTHER REVENUE ON PART VIII, LINE 11A. IN THE INTERESTS OF CONSISTENCY AND TRANSPARENCY, THESE AMOUNTS ARE NOW SEPARATELY REPORTED ON PART VIII, LINE 11A. A CHANGE IS MADE TO CLARIFY THE PRESENTATION OF OTHER REVENUE ON PART VIII, LINES 11B - 11C. THE FORM 990 AS ORIGINALLY FILED REPORTS REVENUE RECEIVED AS A FEE FOR SERVICE ON PART VIII, LINE 1E THAT HAS BEEN MOVED TO PART VIII, LINE 2C. AS A RESULT OF THESE CHANGES, CORRESPONDING CHANGES ARE MADE TO PART I, LINES 8 AND 9, PART III, LINE 4D, SCHEDULE A, PART II, LINES 1, 5, 10 AND 12 AND SCHEDULE A, PART IV. CHANGES TO PART IX (STATEMENT OF FUNCTIONAL EXPENSES) AND RELATED CHANGES TO PART I (SUMMARY) AND SCHEDULE G (SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING OR GAMING ACTIVITIES): THE AMENDED FORM 990 CORRECTS INFORMATION ON PART IX, LINES 11E AND 11G. AS A RESULT, THERE ARE CHANGES TO SCHEDULE G, PART I, LINE 2B AND TO PART I, LINES 16A AND 17. IN THE INTERESTS OF CONSISTENCY AND TRANSPARENCY, THE DESCRIPTION OF THE EXPENSE ON LINE 24A IS UPDATED. CHANGES TO PART X (BALANCE SHEET): PART X, LINES 1 AND 2 ARE UPDATED TO RE-CLASS NON-INTEREST BEARING CASH ACCOUNTS TO LINE 1. PART X, LINES 27 AND 28 ARE UPDATED TO REFLECT THE UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS AT THE END OF 2013. CHANGES TO SCHEDULE A (PUBLIC CHARITY STATUS AND PUBLIC SUPPORT): CERTAIN CHANGES IN THE AMENDED 2010 - 2012 FORMS 990 RESULT IN CORRESPONDING CHANGES TO SCHEDULE A, PART II, COLUMNS (A) - (D) (2009 - 2012). IN ADDITION, SCHEDULE A, PART II, LINE 5 IS CHANGED AS A RESULT OF THE UPDATED AMOUNTS FOR 2009 - 2013. LASTLY, THE PERCENTAGES ON SCHEDULE A, PART II, LINES 14 AND 15 ARE UPDATED. CHANGES TO SCHEDULE B (SCHEDULE OF CONTRIBUTORS): THE AMENDED FORM 990 REPORTS UPDATED AMOUNTS OF CONTRIBUTIONS. CONTRIBUTIONS TO THE FOUNDATION ARE PUBLICLY DISCLOSED ON THE FOUNDATION'S WEBSITE. CHANGES TO SCHEDULE D (SUPPLEMENTAL FINANCIAL STATEMENTS): SCHEDULE D, PART VI, LINE 1D, COLUMN (C) IS CHANGED TO AGREE WITH THE BALANCE SHEET. ADDITIONAL CHANGES TO SCHEDULE G (SUPPLEMENTAL INFORMATION REGARDING FUNDRAISING OR GAMING ACTIVITIES): PART I, LINE 3 IS UPDATED TO LIST STATES WHERE THE FOUNDATION IS REGISTERED OR LICENSED TO SOLICIT CONTRIBUTIONS OR HAS BEEN NOTIFIED THAT IT IS EXEMPT FROM REGISTERING OR LICENSING. THE ADDRESSES OF THE PROFESSIONAL FUNDRAISERS ARE ADDED TO PART IV AS A RESULT OF SPACING LIMITATIONS ON PART I, LINE 2B, COLUMN (I). CHANGES TO SCHEDULE F (STATEMENT OF ACTIVITIES OUTSIDE THE UNITED STATES) AND SCHEDULE R (RELATED ORGANIZATIONS AND UNRELATED PARTNERSHIPS) RELATING TO RELATED ENTITIES: THIS AMENDED FORM 990 REPORTS ACCESO FUND LLC AND FONDO ACCESO SAS AS RELATED ENTITIES. IN ADDITION, THERE ARE SEVERAL ENTITIES THAT WERE CREATED IN 2013 FOR FUTURE USE AS PROGRAM RELATED INVESTMENTS THAT ARE NOW REPORTED. THESE ARE AS FOLLOWS: ACCESO OFERTA LOCAL - PRODUCTOS DE EL SALVADOR, ACCESO CASHEW ENTERPRISE LIMITED, TUKULA FARMING COMPANY LTD. AND ACCESO OFERTA LOCAL - PRODUCTOS DEL CARIBE. LASTLY A PROGRAM INVESTMENT MADE IS NOW REPORTED AS A PARTNERSHIP, CIUDAD VERDE AMARILO TRIADA FRAILEJON III. IN ADDITION, THIS AMENDED FORM 990 REPORTS IN SCHEDULE R, PART I TWO RELATED ENTITIES AS DISREGARDED ENTITIES. TWO ADDITIONAL ENTITIES REPORTED AS DISREGARDED ENTITIES, ACACIA DEVELOPMENT CO. AND ACCESO WORLDWIDE FUND, INC., HAVE BEEN DETERMINED TO BE CORPORATIONS. THE ADDRESSES OF THREE ENTITIES ARE UPDATED TO THE ADDRESSES AS OF THE TIME OF FILING OF THIS AMENDED RETURN. THE FORM 990 INCLUDES ADDITIONAL INFORMATION RELATING TO THESE ENTITIES, WHICH IS SHOWN IN SCHEDULE F, PART IV, LINE 5 AND SCHEDULE R, PARTS I, II, III, IV AND V. CHANGES TO SCHEDULE J (COMPENSATION INFORMATION): THE RESPONSE TO SCHEDULE J, PART I, LINE 7 IS UPDATED TO "YES" AND A DISCLOSURE IS INCLUDED IN PART III. CHANGES TO SCHEDULE L (TRANSACTIONS WITH INTERESTED PERSONS): SCHEDULE L, PART V ADDED A SENTENCE EXPLAINING THAT THE AMOUNT REPORTED IN SCHEDULE L, PART IV IS A CONTRIBUTION OF CAPITAL MADE THROUGH ACCESO FUND LLC. CHANGES TO HEADING AND SCHEDULE O (SUPPLEMENTAL INFORMATION TO FORM 990): THE PRINCIPAL OFFICER IN ITEM F IS UPDATED, WITH AN EXPLANATION ADDED IN SCHEDULE O. THE DISCLOSURE FOR PART VI, SECTION B, LINE 11 IS UPDATED TO ADDRESS THE REVIEW PROCESS OF THE AMENDED FORM 990. THE DISCLOSURE FOR PART VI, SECTION B, LINE 16B IS UPDATED TO REMOVE A SENTENCE. A DISCLOSURE FOR PART VIII, LINE 11B IS ADDED TO PROVIDE A BREAK-OUT OF REVENUE AND EXPENSES REPORTED ON PART VIII, LINE 11B. A DISCLOSURE FOR PART XI, LINE 9 IS UPDATED TO CLARIFY THE PROVISION FOR UNCOLLECTIBLE PLEDGES IS FOR A PRIOR YEAR. |
| FORM 990, PAGE 1, ITEM F | ERIC BRAVERMAN WAS PRINCIPAL OFFICER AT TIME OF FILING THE ORIGINAL 2013 FORM 990. DONNA E. SHALALA IS PRINCIPAL OFFICER AT TIME OF FILING THE AMENDED 2013 FORM 990. |
| FORM 990, PART I, LINES 8 THROUGH 22 | YEAR OVER YEAR COMPARISONS ARE IMPACTED AS A RESULT OF THE CLINTON GLOBAL INITIATIVE ("CGI") BEING A SEPARATE ENTITY AND HAVING A SEPARATE 2012 FORM 990, WHERE CGI WAS MERGED INTO THE CLINTON FOUNDATION IN 2013. AS SUCH, THE 2012 FINANCIAL STATEMENTS REFLECT THE CLINTON FOUNDATION WITHOUT CGI, AND THE 2013 FINANCIAL STATEMENTS REFLECT THE CLINTON FOUNDATION INCLUDING THE MERGED CGI. |
| FORM 990, PART III, LINE 2 | TOO SMALL TO FAIL AIMS TO HELP PARENTS AND BUSINESSES TAKE MEANINGFUL ACTIONS TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN AGES ZERO TO FIVE, SO THAT MORE OF AMERICA'S CHILDREN ARE PREPARED TO SUCCEED IN THE 21ST CENTURY. WE ARE WORKING TO PROMOTE NEW RESEARCH ON THE SCIENCE OF CHILDREN'S BRAIN DEVELOPMENT, EARLY LEARNING AND EARLY HEALTH, AND WE WILL HELP PARENTS, BUSINESSES AND COMMUNITIES IDENTIFY SPECIFIC ACTIONS, CONSISTENT WITH THE NEW RESEARCH, THAT THEY CAN TAKE TO IMPROVE THE LIVES OF YOUNG CHILDREN. NO CEILINGS: THE FULL PARTICIPATION PROJECT IS AN EFFORT LED BY HILLARY RODHAM CLINTON AT THE CLINTON FOUNDATION TO BRING TOGETHER PARTNER ORGANIZATIONS TO EVALUATE AND SHARE THE PROGRESS WOMEN AND GIRLS HAVE MADE IN THE 20 YEARS SINCE THE UN FOURTH WORLD CONFERENCE ON WOMEN IN BEIJING. THIS NEW EFFORT WILL HELP CHART THE PATH FORWARD TO ACCELERATE FULL PARTICIPATION FOR WOMEN AND GIRLS IN THE 21ST CENTURY. THE FULL PARTICIPATION OF WOMEN AND GIRLS IS CRITICAL TO GLOBAL PROGRESS, DEVELOPMENT, AND SECURITY. |
| FORM 990, PART III, LINES 4A-4D | NATURE OF OPERATIONS: BUILDING ON A LIFETIME OF PUBLIC SERVICE, PRESIDENT BILL CLINTON ESTABLISHED THE WILLIAM J. CLINTON FOUNDATION TO TRANSFORM LIVES AND COMMUNITIES FROM WHAT THEY ARE TODAY TO WHAT THEY CAN BE TOMORROW BY BUILDING PARTNERSHIPS BETWEEN BUSINESSES, NGOS, GOVERNMENTS, AND INDIVIDUALS EVERYWHERE. IN 2013, TO RECOGNIZE THE CONTRIBUTIONS OF SECRETARY CLINTON AND CHELSEA CLINTON TO THE FOUNDATION AND TO ACKNOWLEDGE THEIR ROLE IN SHAPING THE FOUNDATION'S FUTURE, THE FOUNDATION WAS RENAMED THE BILL, HILLARY, & CHELSEA CLINTON FOUNDATION (CLINTON FOUNDATION). TODAY, THE CLINTON FOUNDATION WORKS TO IMPROVE GLOBAL HEALTH AND WELLNESS, INCREASE OPPORTUNITY FOR WOMEN AND GIRLS, REDUCE CHILDHOOD OBESITY, CREATIVE ECONOMIC OPPORTUNITY AND GROWTH, AND HELP COMMUNITIES ADDRESS THE EFFECTS OF CLIMATE CHANGE. TO ACCOMPLISH ITS GOALS, THE CLINTON FOUNDATION HAS ESTABLISHED SEPARATE INITIATIVES, EACH WITH A DISTINCT MISSION BUT ALL REFLECTING THE CLINTONS' VISION: TO CREATE PARTNERSHIPS OF GREAT PURPOSE TO DELIVER SUSTAINABLE SOLUTIONS THAT LAST AND TRANSFORMS COMMUNITIES FROM WHAT THEY ARE TO WHAT THEY CAN BE. THE INITIATIVES ARE AS FOLLOWS: - THE ALLIANCE FOR A HEALTHIER GENERATION (ALLIANCE), FOUNDED BY THE CLINTON FOUNDATION AND THE AMERICAN HEART ASSOCIATION, IS LEADING THE CHARGE AGAINST THE CHILDHOOD OBESITY EPIDEMIC IN THE UNITED STATES BY ENGAGING DIRECTLY WITH INDUSTRY LEADERS, EDUCATORS, PARENTS, DOCTORS, AND KIDS THEMSELVES. THE GOAL OF THE ALLIANCE IS TO REDUCE THE PREVALENCE OF CHILDHOOD OBESITY AND EMPOWER KIDS NATIONWIDE TO MAKE HEALTHY LIFESTYLE CHOICES. IN 2013, THE ALLIANCE RECRUITED MORE THAN 5,000 ADDITIONAL SCHOOLS FOR THE HEALTHY SCHOOLS PROGRAM, WHICH AS OF 2013, INCREASED THE NUMBER OF SCHOOLS SERVED TO MORE THAN 20,000 AND INDIVIDUAL CHILDREN REACHED TO 12.2 MILLION. - THE CLINTON CLIMATE INITIATIVE (CCI) IMPLEMENTS PROGRAMS TO REDUCE CARBON EMISSIONS, INCREASE ENERGY EFFICIENCY, DEPLOY RENEWABLE ENERGY, AND PROVE THAT WHAT IS GOOD FOR THE ENVIRONMENT IS ALSO GOOD FOR THE ECONOMY. BY WORKING WITH CITIES, FOREST-DEPENDENT COMMUNITIES, AND ISLAND NATIONS, THE CLINTON CLIMATE INITIATIVE DEVELOPS AND IMPLEMENTS CLEANER PUBLIC TRANSPORTATION, WASTE MANAGEMENT SYSTEMS, BUILDING RETROFIT PROGRAMS, AND FOREST PRESERVATION PROJECTS. IN 2013, WITH SUPPORT FROM NORWAY, CCI'S FORESTRY TEAM LAUNCHED A NEW $12.5 MILLION PROGRAM WITH THE KENYAN GOVERNMENT TO DELIVER RELIABLE GREENHOUSE GAS DATA FOR THE ENTIRE LAND SECTOR. ADDITIONALLY, IN 2013, CCI'S ISLANDS PROGRAM SIGNED MEMORANDUMS OF UNDERSTANDING WITH 22 ISLAND NATIONS TO DEVELOP CLEAN ENERGY PROJECTS. IN THE UNITED STATES, CCI LAUNCHED AN EFFORT TO REPLICATE ITS HOME ENERGY AFFORDABILITY LOAN (HEAL) PROGRAM IN ARKANSAS ON A NATIONAL SCALE. - THE CLINTON DEVELOPMENT INITIATIVE (CDI) PROVIDES SMALLHOLDER FARMERS IN RWANDA, MALAWI, AND TANZANIA WITH THE TOOLS THEY NEED TO INCREASE THEIR HARVESTS, GENERATE STABLE INCOMES, SUPPORT THEIR FAMILIES, AND IMPROVE THEIR COMMUNITIES. AT THE INVITATION OF GOVERNMENTS, THE CLINTON DEVELOPMENT INITIATIVE WORKS IN CLOSE COLLABORATION WITH NONGOVERNMENTAL ORGANIZATIONS, SOCIAL INVESTORS, AND FARMERS TO HELP SMALLHOLDERS ENTER THE MARKET, ENSURING THAT COMMUNITIES CAN SUSTAIN THEMSELVES. IN RWANDA, THE CLINTON FOUNDATION WORKS IN PARTNERSHIP WITH THE HUNTER FOUNDATION. IN 2013, CDI ESTABLISHED THE ANCHOR FARM PROJECT IN TANZANIA TO INCREASE INCOMES FOR 120,000 FARMERS OVER THE NEXT FIVE YEARS AND INCREASE PRODUCTION AND DISTRIBUTION TO SMALLHOLDER FARMERS OF IMPROVED MAIZE, SOYA, AND SUNFLOWER SEED BY 2,800 TONS. IN THE 2012/2013 SEASON, 42 PERCENT OF FARMERS DIRECTLY TRAINED BY CDI WERE WOMEN, FULFILLING CDI'S FARMER CLUB GUIDELINES THAT EACH CLUB OF TEN TO TWENTY MEMBERS BE COMPRISED OF AT LEAST 40 PERCENT WOMEN. - IN HAITI, THE CLINTON FOUNDATION FOCUSES ON CREATING SUSTAINABLE ECONOMIC GROWTH IN THE FOUR PRIORITY SECTORS OF ENERGY, TOURISM, AGRICULTURE, AND APPAREL/MANUFACTURING. THE FOUNDATION WORKS IN HAITI TO DEVELOP FULL-CYCLE INVESTING, BRINGING TOGETHER PRODUCERS, INVESTORS, AND MARKETS IN A WAY THAT IS SOCIALLY, ENVIRONMENTALLY, AND ECONOMICALLY IMPACTFUL. IN 2013, THE CLINTON FOUNDATION FACILITATED $30 MILLION IN FOREIGN DIRECT INVESTMENT AND VISITS OF MORE THAN 50 INTERNATIONAL INVESTORS, WHILE SUPPORTING THE GROWTH OF 40 ENTREPRENEURIAL BUSINESSES ACROSS HAITI. THE CLINTON FOUNDATION ALSO HELPED WITH THE PLANTING OF MORE THAN 350,000 TREES AND PLANTS THROUGHOUT THE COUNTRY, BUILT, REPAIRED, OR IMPROVED SCHOOLS FOR 3,400 STUDENTS, AND WORKED WITH PARTNERS TO INSTALL OVER 225 KW OF SOLAR POWER AT SCHOOLS, MEDICAL FACILITIES, AND SMALL BUSINESSES. - THE CLINTON GIUSTRA ENTERPRISE PARTNERSHIP (ENTERPRISE PARTNERSHIP) CREATES NEW ENTERPRISES THAT CAPITALIZE ON MARKET OPPORTUNITIES TO GENERATE SOCIAL IMPACT AND FINANCIAL RETURNS BY ADDRESSING EXISTING MARKET GAPS IN DEVELOPING COUNTRY SUPPLY AND DISTRIBUTION CHAINS. THE ENTERPRISE PARTNERSHIP HAS BEEN REFINING ITS APPROACH FOR SEVERAL YEARS AND WORKS TO ENHANCE THE ECONOMIC AND SOCIAL BENEFITS OF MARGINALIZED COMMUNITIES BY INCORPORATING THESE INDIVIDUALS INTO ONE OF THREE "MARKET-DRIVEN" MODELS - DISTRIBUTION ENTERPRISES, SUPPLY CHAIN ENTERPRISES, AND TRAINING CENTER ENTERPRISES. THROUGH THESE MODELS, THE ENTERPRISE PARTNERSHIP SEEKS TO HELP PEOPLE WORK THEMSELVES OUT OF POVERTY. IN 2013, THE ENTERPRISE PARTNERSHIP OPENED THE FIRST SUPPLY CHAIN AND TRAINING CENTER ENTERPRISES IN CARTAGENA, COLOMBIA, AND LAUNCHED A FEMALE ENTREPRENEUR DISTRIBUTION VENTURE, CHAKIPI, IN SOUTHERN PERU, TO SUPPORT LIFE-CHANGING INCOME OPPORTUNITIES FOR 3,000 WOMEN. - THE CLINTON GLOBAL INITIATIVE'S (CGI) MISSION IS TO INSPIRE, CONNECT, AND EMPOWER EVERYONE TO FORGE SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES. CGI CONVENES LEADERS FROM THE PRIVATE SECTOR, PUBLIC SECTOR, AND CIVIL SOCIETY TO DRIVE ACTION THROUGH ITS UNIQUE MODEL. RATHER THAN DIRECTLY IMPLEMENTING PROJECTS, CGI HELPS ITS MEMBERS TURN IDEAS INTO ACTION BY MAKING IMPACTFUL AND MEASURABLE COMMITMENTS TO ACTION WITHIN NINE TRACKS, EACH REPRESENTING A TOPICAL GLOBAL CHALLENGE OR STRATEGIC APPROACH. TO SUPPORT THE DEVELOPMENT OF COMMITMENTS YEAR-ROUND, CGI FACILITATES CONVERSATIONS, PROVIDES OPPORTUNITIES TO IDENTIFY PARTNERS, AND COMMUNICATES THE RESULTS OF THE WORK. CGI'S MAJOR MEETINGS INCLUDE THE CGI ANNUAL MEETING, CGI UNIVERSITY, CGI AMERICA, AND CGI INTERNATIONAL. CGI MEMBERS MADE MORE THAN 300 COMMITMENTS IN 2013, VALUED AT OVER $12.9 BILLION THAT, WHEN FULLY FUNDED AND IMPLEMENTED, WILL IMPACT THE LIVES OF MORE THAN 22.2 MILLION PEOPLE. - THE CLINTON HEALTH ACCESS INITIATIVE WORKS TO ADDRESS THE HIV/AIDS CRISIS IN THE DEVELOPING WORLD AND STRENGTHEN HEALTH SYSTEMS THERE. TAKING ITS LEAD FROM GOVERNMENTS AND WORKING WITH PARTNERS, THE CLINTON HEALTH ACCESS INITIATIVE HAS IMPROVED MARKETS FOR MEDICINES AND DIAGNOSTICS, LOWERED THE COSTS OF TREATMENT, AND EXPANDED ACCESS TO LIFE-SAVING TECHNOLOGIES, CREATING A SUSTAINABLE MODEL THAT CAN BE OWNED AND MAINTAINED BY GOVERNMENTS. THE CLINTON HEALTH ACCESS INITIATIVE (CHAI) HAS SINCE EXPANDED THIS MODEL TO INCREASE ACCESS TO HIGH-QUALITY TREATMENT FOR MALARIA, ACCELERATE THE ROLLOUT OF NEW VACCINES, AND LOWER INFANT MORTALITY. IN JANUARY 2010, CHAI BECAME A SEPARATE NONPROFIT ORGANIZATION. AS OF 2013, 6.8 MILLION PEOPLE IN MORE THAN 70 COUNTRIES HAD ACCESS TO CHAI-NEGOTIATED PRICES FOR HIV/AIDS MEDICINES. ADDITIONALLY, IN 2013, TOGETHER WITH UNITAID, CHAI HELPED TO REDUCE THE PRICE OF PEDIATRIC ARV REGIMENS BY OVER 80 PERCENT, AND CATALYZED THE SCALE UP OF TREATMENT TO 647,000 CHILDREN. - BY BUILDING STRATEGIC PARTNERSHIPS, WORKING ACROSS SECTORS, AND LEVERAGING TECHNOLOGY AND DIGITAL INNOVATION, THE CLINTON HEALTH MATTERS INITIATIVE (CHMI) WORKS TO REDUCE THE PREVALENCE OF PREVENTABLE HEALTH OUTCOMES, CLOSE HEALTH INEQUITY AND DISPARITY GAPS, AND REDUCE HEALTH CARE COSTS BY IMPROVING ACCESS TO KEY CONTRIBUTORS TO HEALTH FOR ALL PEOPLE. IN 2013, CHMI GENERATED MORE THAN 50 FORMALIZED STRATEGIC PARTNERSHIPS WITH NATIONAL AND LOCAL ENTITIES, WHICH COLLECTIVELY REFLECTED AN INVESTMENT OF MORE THAN $100 MILLION IN HEALTH AND WELLNESS THAT WILL POSITIVELY IMPACT MORE THAN 25 MILLION PEOPLE ACROSS THE UNITED STATES. ALSO, IN 2013, CHMI HOSTED FOUR CODEATHONS, WHICH CHALLENGED DEVELOPERS AND DESIGNERS TO CREATE MOBILE OR ONLINE APPLICATIONS FOCUSED ON THE SOCIAL DETERMINANTS OF HEALTH, SUCH AS SLEEP OR STRESS. |
| FORM 990, PART III, LINES 4A-4D CONTINUED | - THE WILLIAM J. CLINTON PRESIDENTIAL CENTER (CENTER) IS THE HOME OF THE LITTLE ROCK OFFICES OF THE CLINTON FOUNDATION, THE CLINTON LIBRARY AND MUSEUM, AND THE CLINTON SCHOOL OF PUBLIC SERVICE, THE FIRST INSTITUTION IN THE NATION TO OFFER A MASTER'S OF PUBLIC SERVICE (MPS) DEGREE. THE CENTER HOSTS A VARIETY OF EDUCATIONAL PROGRAMS, WORLD-CLASS LECTURES, AND UNIQUE EXHIBITS EACH YEAR, AND IS A PLACE WHERE PEOPLE COME TO LEARN ABOUT THE HISTORY OF THEIR COUNTRY AND THE WORLD, AND BE INSPIRED TO ENGAGE IN PUBLIC SERVICE. SINCE ITS GRAND OPENING IN 2004, THE CENTER HAS WELCOMED THREE MILLION VISITORS FROM AROUND THE WORLD. IN 2013, THE CENTER HOSTED A SYMPOSIUM ON INTELLIGENCE AND PRESIDENTIAL POLICYMAKING DURING THE BOSNIAN WAR AND DEVELOPED AN EXHIBIT EXPLORING PRESIDENT CLINTON'S ROLE IN THE NORTHERN IRELAND PEACE PROCESS FOR THE CLINTON CENTRE IN ENNISKILLEN, NORTHERN IRELAND. - TOO SMALL TO FAIL, A JOINT INITIATIVE OF THE CLINTON FOUNDATION AND NEXT GENERATION WHICH WAS LAUNCHED IN 2013, AIMS TO HELP PARENTS AND BUSINESSES TAKE MEANINGFUL ACTIONS TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN AGES ZERO TO FIVE, SO THAT MORE OF AMERICA'S CHILDREN ARE PREPARED TO SUCCEED IN THE 21ST CENTURY. TOO SMALL TO FAIL WORKS TO PROMOTE NEW RESEARCH ON THE SCIENCE OF CHILDREN'S BRAIN DEVELOPMENT, EARLY LEARNING AND EARLY HEALTH, AND HELPS PARENTS, BUSINESSES, AND COMMUNITIES IDENTIFY SPECIFIC ACTIONS, CONSISTENT WITH THE NEW RESEARCH, THAT THEY CAN TAKE TO IMPROVE THE LIVES OF YOUNG CHILDREN. IN 2013, TOO SMALL TO FAIL RELEASED A STRATEGIC ROADMAP DELINEATING A TWO-PRONGED APPROACH: A PUBLIC AWARENESS CAMPAIGN, AND A CALL TO ACTION FOR THE PRIVATE SECTOR TO MAKE COMMITMENTS AND BREAK DOWN ECONOMIC BARRIERS TO VOCABULARY DEVELOPMENT. ADDITIONALLY, UNIVISION PARTNERED WITH TOO SMALL TO FAIL TO LAUNCH A MULTI-PLATFORM CAMPAIGN TO NARROW THE WORD GAP AMONG YOUNG HISPANIC CHILDREN. - LAUNCHED IN 2013, NO CEILINGS: THE FULL PARTICIPATION PROJECT IS AN EFFORT LED BY SECRETARY CLINTON AND CHELSEA CLINTON AT THE CLINTON FOUNDATION TO BRING TOGETHER PARTNER ORGANIZATIONS TO EVALUATE AND SHARE THE PROGRESS WOMEN AND GIRLS HAVE MADE IN THE 20 YEARS SINCE THE UN FOURTH WORLD CONFERENCE ON WOMEN IN BEIJING. THIS EFFORT WILL HELP CHART THE PATH FORWARD TO ACCELERATE FULL PARTICIPATION FOR WOMEN AND GIRLS IN THE 21ST CENTURY. THE FULL PARTICIPATION OF WOMEN AND GIRLS IS CRITICAL TO GLOBAL PROGRESS, DEVELOPMENT, AND SECURITY. IN 2013, THE ALLIANCE FOR A HEALTHIER GENERATION AND THE CLINTON HEALTH ACCESS INITIATIVE OPERATED AS SEPARATE LEGAL ENTITIES. AFTER OPERATING AS A SEPARATE ENTITY FROM 2009 THROUGH 2012, THE CLINTON GLOBAL INITIATIVE RE-JOINED AS A PROGRAM WITHIN THE CLINTON FOUNDATION IN 2013. THE OTHER INITIATIVES LISTED ABOVE ARE OPERATED AS SEPARATE PROGRAMS WITHIN FOUNDATION. THE OTHER INITIATIVES LISTED ABOVE ARE OPERATED AS SEPARATE PROGRAMS WITHIN THE FOUNDATION. |
| FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES | - AUSTRALIA - COLOMBIA - INDIA - INDONESIA - KENYA - MALAWI - PERU - RWANDA - TANZANIA - UKRAINE - VIETNAM |
| FORM 990, PART VI, SECTION A, LINE 1A | THE FOUNDATION'S BUSINESS AND AFFAIRS ARE MANAGED BY ITS BOARD OF DIRECTORS. THE BOARD'S EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD BETWEEN MEETINGS. REGULAR MINUTES OF THE EXECUTIVE COMMITTEE'S PROCEEDINGS ARE KEPT AND REPORTED TO THE BOARD. THE EXECUTIVE COMMITTEE RESERVES THE LIMITED POWER TO REVIEW AND APPROVE DECISIONS RELATED TO THE USE OF THE CLINTON NAME AND THE RENAMING OF THE FOUNDATION. THE FOUNDATION'S BYLAWS ESTABLISH TWO CLASSES OF DIRECTORS. CLASS A CONSISTS OF THE EXECUTIVE COMMITTEE. ALL OTHER DIRECTORS ARE CLASS B DIRECTORS. ACTIONS BY THE BOARD REQUIRE THE SUPPORT OF A MAJORITY OF DIRECTORS ELIGIBLE TO VOTE, INCLUDING A MAJORITY OF CLASS A DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | WILLIAM JEFFERSON CLINTON, HILLARY RODHAM CLINTON, AND CHELSEA V. CLINTON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION REVISED ITS BYLAWS. THE AMENDED AND RESTATED BYLAWS AND THE ACCOMPANYING BOARD GOVERNANCE DOCUMENT EXPAND THE NUMBER OF DIRECTORS; ESTABLISH STAGGERED TERMS FOR AND CLASSES OF DIRECTORS; PROVIDE FOR EXECUTIVE AND AUDIT COMMITTEES; INCORPORATE THE CONFLICT OF INTEREST POLICY; CLARIFY THE CIRCUMSTANCES UNDER WHICH DIRECTORS MAY BE COMPENSATED; AND ESTABLISH LIMITATIONS ON INDEMNIFICATION OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS CIRCULATED TO THE BOARD, AMONG THE VARIOUS OFFICERS AND AMONG THE VARIOUS INITIATIVE HEADS FOR REVIEW PRIOR TO FILING. A COPY OF THE AMENDED FORM 990 WAS CIRCULATED TO THE BOARD, AMONG THE VARIOUS OFFICERS AND AMONG THE VARIOUS INITIATIVE HEADS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY. THE ANNUAL DISCLOSURES ARE REVIEWED BY COUNSEL AND IF ANY POTENTIAL CONFLICT EXISTS, IT WOULD BE EXAMINED AND APPROPRIATE ACTION WOULD BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION PARTICIPATES IN AN ANNUAL COMPENSATION STUDY THAT REVIEWS THREE SURVEYS TO DETERMINE THE REASONABLENESS OF ALL STAFF COMPENSATION INCLUDING TOP MANAGEMENT. THE ORGANIZATION ALSO UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND TOP MANAGEMENT'S SALARIES ARE REVIEWED BY THE BOARD ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 16B | THE CLINTON FOUNDATION IS ENGAGED IN TWO PARTNERSHIPS WITH THE INTENT OF HELPING LIFT PEOPLE OUT OF POVERTY BY ORGANIZING THEM INTO SOCIAL ENTERPRISES. ANY ACTION OF THESE PARTNERSHIPS REQUIRES CONCURRENCE OF THE FOUNDATION, TO ENSURE THAT ACTIVITIES ALIGN WITH THE FOUNDATION'S CHARITABLE PURPOSES AND WITH THE SOCIAL MISSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT AVAILABLE ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 11(B) | CDI FARMING IS A PROGRAM RELATED ACTIVITY. THE REVENUE FROM THIS ACTIVITY IS $512,414 AND THE EXPENSES FROM THIS ACTIVITY ARE $1,289,284. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: PROVISION FOR PRIOR YEAR UNCOLLECTIBLE PLEDGES ($ 225,000) TRANSFER FROM CLINTON GLOBAL INITIATIVE (MERGER) $2,383,668 REFUND OF PRIOR YEAR CONTRIBUTION REVENUE ($1,668,675) ----------- TOTAL $ 489,993 |
| FORM 990, PART XII, LINE 2C | THE CLINTON FOUNDATION HAS ESTABLISHED AN AUDIT COMMITTEE WITH RESPONSIBILITY TO OVERSEE THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| William J Clinton Fdn (Kenya) Char Trust | |||||||
| ARGWINGS KOHEK ROAD | NAIROBI | KE | CF PROGRAMS | KE | $171,613 | $0 | BHCC FDN |
| CLINTON FOUNDATION HONG KONG | |||||||
| 16/F TAK SHING HOUSE THEATER LN | HONG KONG | HK | CF PROGRAMS | HK | $0 | $0 | BHCC FDN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Postal CodeForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J CLINTON FOUNDATION UK | |||||||||||||||
| Acre House 11-15 | London,UK | UK | FUNDRAISING | UK | BHCC FDN | Yes (true) | |||||||||
| CLINTON GLOBAL INITIATIVE | |||||||||||||||
| INITIATIVE | BHCC FDN | Yes (true) | 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | 271551550 | AR | 501(c)(3) | 11B | |||||
| CLINTON HEALTH ACCESS INITIATIVE | |||||||||||||||
| HEALTH | BHCC FDN | Yes (true) | 383 DORCHESTER AVE | BOSTON | MA | 02127 | 271414646 | AR | 501(c)(3) | 7 | |||||
| CLINTON FOUNDATION INSALINGSSTIFTELSE | |||||||||||||||
| TORNGREN MAGNELL VAST TRADGARD 8 | STOCKHOLM | SW | FUNDRAISING | SW | BHCC FDN | Yes (true) | SE-111 53 | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HAITI DEVELOPMENT FUND LLC | |||||||||||||||||||
| 3819678 1271 Ave of Americas | NEW YORK | NY | 10020 | 453819678 | INVESTMENT | DE | NA | RELATED | -$27,083 | $300,154 | false | $0 | Yes (true) | 0.50000 | |||||
| ACCESO FUND LLC | |||||||||||||||||||
| 1271 Avenue of Americas | NEW YORK | NY | 10020 | 272075171 | INVESTMENT | DE | NA | RELATED | -$667,967 | $2,003,919 | false | $0 | Yes (true) | 0.50000 | |||||
| ACCESO OFERTA LOCAL-PRODUCTOS DE EL SALV | |||||||||||||||||||
| FRUIT & VEG SPPLY | ACCESO WORLDWID | RELATED | $0 | $0 | false | $0 | false | 0.99990 | CALLE EL MIRAADOR Y 93 AVENIDA | NORTE, | SAN SALVADORE | ES | ES | ||||||
| CIUDAD VERDE AMARILO TRIADA FRAILEJONIII | |||||||||||||||||||
| INVESTMENT | BHCC FDN | RELATED | $71,318 | $902,061 | false | $0 | false | 0.77210 | Calle 67 No 7- 37 Piso 3 | BOGOTA | CO | CO | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | EINEIN | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACACIA DEVELOPMENT CO | |||||||||||||||||
| 1271 Avenue of Americas | NEW YORK | NY | 10020 | INVESTMENT | DE | BHCC FDN | C CORP | $0 | $0 | 1.00000 | Yes (true) | ||||||
| ACCESO WORLDWIDE FUND INC | |||||||||||||||||
| 1271 AVENUE OF AMERICAS | NEW YORK | NY | 10020 | INVESTMENT | DE | BHCC FDN | C CORP | $0 | $0 | 1.00000 | Yes (true) | 464160920 | |||||
| FONDO ACCESO SAS | |||||||||||||||||
| INVESTMENT | ACCESO FUND LLC | C CORP | $22,322 | $1,361,172 | 0.50000 | false | CALLE 93A NO 14-17 OF 709 | BOGOTA | CO | CO | |||||||
| ACCESO CASHEW ENTERPRISE LIMITED | |||||||||||||||||
| Cashew Processing | ACCESO WORLDWID | C CORP | $0 | $0 | 1.00000 | Yes (true) | Office No 201 Kohinoor Paradise | AROGYA | IN | IN | Maharashtra | ||||||
| TUKULA FARMING COMPANY LTD | |||||||||||||||||
| FARMING | ACACIA DEVLP CO | C CORP | $0 | $0 | 1.00000 | Yes (true) | REALTY HOUSE CHURCHILL ROAD | PO BOX 5133, LIMBE | MI | MI | |||||||
| ACCESO OFERTA LOCAL-PRODUCTOS DEL CARIBE | |||||||||||||||||
| Fish & Seafood Su | FONDO ACCESO SA | C CORP | -$104,598 | $795,579 | 0.50000 | false | Diagonal 31 No 100 - 115 | Cartegena, Colombia | CO | CO | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CLINTON GLOBAL INITIATIVE | ||
| s | $2,383,668 | FMV |
| CLINTON HEALTH ACCESS INITIATIVE | ||
| D, S | $3,558,496 | FMV |
| CLINTON HEALTH ACCESS INITIATIVE | ||
| B | $2,000,000 | FMV |
| CLINTON FOUNDATION INSALINGSSTIFTELSE | ||
| c | $9,969,393 | FMV |
| CLINTON HEALTH ACCESS INITIATIVE | ||
| p | $1,191,864 | FMV |
| ACCESO FUND LLC | ||
| B | $1,175,000 | FMV |
| CIUDAD VERDE AMARILO TRIADA FRAILEJON III | ||
| S | $528,632 | |
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