2015-11-16T15:18:21-06:00 2013-12-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2013-01-01 271414646 CLINTON HEALTH ACCESS INITIATIVE INC CLIN 6177740110 383 DORCHESTER AVENUE NO 400 BOSTON MA 02127 JULIE B FEDER CFO 6177740110 2015-11-16 1 CRAIG KLEIN P00734640 6177610600 2015-11-16 2013 2016-04-25 22:37:26Z X IRA C MAGAZINER 383 DORCHESTER AVENUE NO 400 BOSTON MA 02127 117450463 0 X WWW.CLINTONHEALTHACCESS.ORG X 2009 AR SUPPORT GOVERNMENTS TO BUILD AND STRENGTHEN INTEGRATED HEALTH SYSTEMS IN THE DEVELOPING WORLD AND EXPAND ACCESS TO HIGH-QUALITY CARE AND TREATMENT FOR HIV/AIDS, MALARIA AND OTHER DISEASES. 9 7 307 51 0 0 88448655 117270913 0 0 98029 129444 148563 38717 88695247 117439074 6416733 10948408 0 0 37223521 49069562 59500 67200 899558 33270412 46406163 76970166 106491333 11725081 10947741 68838138 83246819 43413925 47028305 25424213 36218514 X THE CLINTON HEALTH ACCESS INITIATIVE (CHAI) WAS FOUNDED IN 2002 BY PRESIDENT BILL CLINTON AND IRA MAGAZINER TO PROVIDE SOLUTIONS TO THE BIGGEST CHALLENGES IMPEDING EFFECTIVE HEALTH CARE DELIVERY IN DEVELOPING COUNTRIES. SEE SCHEDULE O.CHAI APPLIES THE RIGOROUS THINKING, ANALYSIS AND URGENCY OF THE BUSINESS WORLD TO SAVE LIVES AND STRENGTHEN HEALTH SYSTEMS RAPIDLY AND MORE EFFICIENTLY. IN ADDITION TO RETAINING ITS INITIAL FOCUS ON HIV/AIDS CARE AND TREATMENT, CHAI IMPLEMENTS PROGRAMS ON VACCINES, MALARIA, AND HEALTH SYSTEMS STRENGTHENING MATERNAL AND CHILD HEALTH IN MORE THAN 25 COUNTRIES. 0 0 29686378 2586770 HIV/AIDS: CHAI IS WORKING TO SCALE-UP ADULT AND PEDIATRIC HIV/AIDS AND TB PREVENTION, CARE, AND TREATMENT IN THE HARDEST HIT COUNTRIES, INCREASE THE SURVIVAL RATES OF INDIVIDUALS ON TREATMENT GLOBALLY, REDUCE TRANSMISSION RATES AND LOWER THE COST OF TREATMENT AROUND THE WORLD, INCLUDING OPPORTUNISTIC INFECTIONS. 22310968 1421995 GLOBAL HEALTH SPENDING: CHAI IS WORKING AROUND THE WORLD TO INCREASE THE EFFICIENCY AND EFFECTIVENESS OF GLOBAL HEALTH SPENDING TO MOVE TOWARDS MORE SUSTAINABLE FINANCING SYSTEMS AND REDUCE FINANCIAL BARRIERS PREVENTING ACCESS TO ESSENTIAL HEALTH SERVICES. 18324309 3722193 MATERNAL AND CHILD HEALTH: CHAI FOCUSES ON STRENGTHENING SYSTEMS NECESSARY TO REDUCE MATERNAL AND NEONATAL MORTALITY IN TARGETED COUNTRIES WHERE CHAI IS ALREADY SUPPORTING GOVERNMENTS TO IMPROVE KEY COMPONENTS OF THE CORE HEALTH SYSTEM, CHAI HELPS TO RESOLVE THE SYSTEMIC WEAKNESSES THAT UNDERMINE THE COVERAGE AND QUALITY OF INTERVENTIONS PROVEN TO REDUCE MATERNAL AND NEONATAL MORTALITY. FOCUSING INTERVENTIONS WILL INCLUDE EMERGENCY OBSTETRIC CARE AND THE INCREASED USE AND SUPPORT OF MIDWIVES. CHAI SIMULTANEOUSLY WORKS WITH GOVERNMENTS OF THE HIGHEST-BURDEN COUNTRIES TO DEVELOP AND IMPLEMENT INTENSIVE NEW PROGRAMS TO EXPAND ACCESS TO ZINC AND ORAL REHYDRATION SOLUTIONS - AND NEW EFFECTIVE DRUGS AS THEY BECOME AVAILABLE - FOR THE TREATMENT OF DIARRHEA, ONE OF THE MAJOR KILLERS OF CHILDREN UNDER FIVE. 12298275 2814505 HUMAN RESOURCES FOR HEALTH & HEALTH SYSTEMS STRENGTHENING: CHAI IS ASSISTING GOVERNMENTS IN RESOURCE POOR COUNTRIES TO INCREASE HUMAN RESOURCES FOR HEALTH CAPACITY BY EDUCATING, DEPLOYING, AND SUSTAINING AN ADEQUATE NUMBER OF HIGH-QUALITY HEALTH CARE PROFESSIONALS. 10631296 221987 VACCINES 5882344 180958 MALARIA 28811915 3217450 99133570 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 X 41 0 1 307 1 0 1 CB CM ET IN ID JM KE LT LI MI MZ NI PP RW SF WZ TZ UP UG VM ZA ZI LA BM 0 0 0 0 0 0 0 0 X 9 7 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AR CA CT FL IL MA NJ NY PA RI X X X JULIE B FEDER 6177740110 383 DORCHESTER AVENUE 400 BOSTON MA 02127 X WILLIAM J CLINTON CHAIR OF THE BOARD 5.00 20.00 X 0 0 0 BRUCE LINDSEY BOARD MEMBER 5.00 45.00 X 0 360672 34184 PAUL FARMER BOARD MEMBER 1.00 0.00 X 0 0 0 RAYMOND CHAMBER BOARD MEMBER 1.00 0.00 X 0 0 0 CHELSEA CLINTON BOARD MEMBER 10.00 25.00 X 0 0 0 MAGGIE WILLAIMS BOARD MEMBER 1.00 0.00 X 0 0 0 MALA GAONKAR BOARD MEMBER 1.00 0.00 X 0 0 0 TACHI YAMADA BOARD MEMBER 1.00 0.00 X 0 0 0 IRA MAGAZINER CEO/VICE-CHAIR OF THE BOARD 50.00 0.00 X X 268266 0 22093 MUSTAPHA LEAVENWORTH BAKALI COO 50.00 0.00 X 253452 0 15858 JULIE B FEDER CFO 50.00 0.00 X 254846 0 29738 JEANNE BROSNAN EVP, HR MANAGEMENT 50.00 0.00 X 173712 0 17292 DAVID RIPIN EVP, ACCESS PROGRAMS 50.00 0.00 X 165808 0 32041 ALICE KANGETHE EXECUTIVE VICE PRESIDENT 50.00 0.00 X 160000 0 3416 OWENS WIWA REGIONAL DIRECTOR 50.00 0.00 X 180000 0 21858 KELLY MCCRYSTAL EXECUTIVE VICE PRESIDENT 50.00 0.00 X 151222 0 14436 1607306 360672 190916 56 0 1 0 IDINSIGHT 789 COLRAIN ROAD GREENFIELD MA 01301 PROFESSIONAL HEALTHCARE SERVICES 683126 CENTRE FOR ENVIRONMENT NO 19 OKOMOKO STREET D PORT HARCOURT NI PROFESSIONAL HEALTHCARE SERVICES 623614 SUDEHI COMPANY INTERNATIONAL SUITE 3 NO 11 LORD LUGARD ST ABUJA NI PROFESSIONAL HEALTHCARE SERVICES 595267 CONTINENTAL RESEARCH BLOCK A NO 11 BUMBUNA ST WUSE ZONE 1, FCT NI PROFESSIONAL HEALTHCARE SERVICES 456943 COMMUNITY HEALTH AND RESEARCH 13 LAMUYA OFFICE COMPLEX BUK KANO NI PROFESSIONAL HEALTHCARE SERVICES 382311 15 2000000 54336914 60933999 117270913 95183 95183 45650 11389 34261 34261 34261 OTHER REVENUE 900099 38717 38717 38717 117439074 0 0 168161 1780885 1780885 9167523 9167523 844253 425014 419239 38705457 35178804 2969016 557637 1731412 1584892 118118 28402 5589204 4821328 688426 79450 2199236 1895963 257108 46165 288853 244002 44851 338525 133195 205330 67200 67200 6989730 6762278 216852 10600 2405309 2150905 245852 8552 1946654 1659700 286954 10671899 10156936 447399 67564 7425130 7374711 42362 8057 239520 18011 221509 198030 115202 82805 23 DIRECT PROGRAM EXPENSE 6637084 6636846 238 CAPITAL CHARGES 3962233 3962233 TELEPHONE 1857191 1714443 118547 24201 PROCUREMENT & SHIPPING 1668168 1668868 -700 1777837 1681831 94299 1707 106491333 99133570 6458205 899558 9249360 10524428 2928631 9331223 438460 787924 726215 638419 1985927 1775130 355683 210797 55139789 61754028 68838138 83246819 4722470 5397459 21526701 38117809 17164754 3513037 43413925 47028305 X -2097229 83126 27521442 36135388 25424213 36218514 68838138 83246819 10947741 -153440 0 X 0 1 X 1 1 1 X 66874152 64721151 88448655 117270913 337314871 66874152 64721151 88448655 117270913 337314871 184914749 152400122 185938 96403 91498 95183 469022 109811 148563 38717 297091 338080984 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164296 125938 38358 1821631 1649192 172439 210797 ASSETS LIMITED AS TO USE 61567255 DUE FROM AFFILIATE 186773 61754028 ASSETS HELD FOR COMMODITIES PURCHASE 3513037 3513037 X 118000927 561853 561853 117439074 0 117439074 107206626 715293 715293 106491333 0 106491333 PART X, LINE 2: CHAI ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. CHAI HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. CHAI IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. CHAI'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE OF FILING THE RELATED RETURN. 1 SUB-SAHARAN AFRICA 16 569 PROGRAM SERVICES HEALTH 53043570 EAST ASIA AND THE PACIFIC 7 154 PROGRAM SERVICES HEALTH 11094243 SOUTH ASIA 1 56 PROGRAM SERVICES HEALTH 5074325 CENTRAL AMERICA AND THE CARIBBEAN 1 6 PROGRAM SERVICES HEALTH 1036192 RUSSIA AND NEIGHBORING STATES 1 7 PROGRAM SERVICES HEALTH 729027 EUROPE (INCLUDING ICELAND & GREENLAND) 1 8 PROGRAM SERVICES HEALTH NORTH AMERICA 1 2 PROGRAM SERVICES HEALTH SUB-SAHARAN AFRICA 0 0 GRANTS HEALTH 4977516 EAST ASIA AND THE PACIFIC 0 0 GRANTS HEALTH 1468869 SOUTH ASIA 0 0 GRANTS HEALTH 1442330 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS HEALTH 350816 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS HEALTH 96840 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS HEALTH 664639 NORTH AMERICA 0 0 GRANTS HEALTH 84826 28 802 0 0 28 802 75954873 4108320 80063193 SUB-SAHARAN AFRICA HEALTH 669679 EAST ASIA AND THE PACIFIC HEALTH 605527 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 544230 SUB-SAHARAN AFRICA HEALTH 513768 SUB-SAHARAN AFRICA HEALTH 422235 SUB-SAHARAN AFRICA HEALTH 381325 SUB-SAHARAN AFRICA HEALTH 340346 SOUTH ASIA HEALTH 243718 EAST ASIA AND THE PACIFIC HEALTH 240729 SUB-SAHARAN AFRICA HEALTH 224484 SUB-SAHARAN AFRICA HEALTH 210579 SUB-SAHARAN AFRICA HEALTH 200247 SUB-SAHARAN AFRICA HEALTH 164630 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 151642 SUB-SAHARAN AFRICA HEALTH 148638 SUB-SAHARAN AFRICA HEALTH 142152 SUB-SAHARAN AFRICA HEALTH 132667 SOUTH ASIA HEALTH 131564 SUB-SAHARAN AFRICA HEALTH 129387 SOUTH ASIA HEALTH 115680 SOUTH ASIA HEALTH 114758 SUB-SAHARAN AFRICA HEALTH 112999 EAST ASIA AND THE PACIFIC HEALTH 112727 SUB-SAHARAN AFRICA HEALTH 111877 SOUTH ASIA HEALTH 104713 SOUTH ASIA HEALTH 103839 SUB-SAHARAN AFRICA HEALTH 92915 SOUTH ASIA HEALTH 90658 SUB-SAHARAN AFRICA HEALTH 87158 SOUTH ASIA HEALTH 82486 SOUTH ASIA HEALTH 80975 SUB-SAHARAN AFRICA HEALTH 76596 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 71100 EAST ASIA AND THE PACIFIC HEALTH 62626 EAST ASIA AND THE PACIFIC HEALTH 58000 SOUTH ASIA HEALTH 57468 NORTH AMERICA HEALTH 53012 SUB-SAHARAN AFRICA HEALTH 51434 EAST ASIA AND THE PACIFIC HEALTH 50914 EAST ASIA AND THE PACIFIC HEALTH 50182 SUB-SAHARAN AFRICA HEALTH 50178 EAST ASIA AND THE PACIFIC HEALTH 49693 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 49445 SOUTH ASIA HEALTH 47053 RUSSIA AND NEIGHBORING STATES HEALTH 45733 SOUTH ASIA HEALTH 45076 EAST ASIA AND THE PACIFIC HEALTH 45000 SUB-SAHARAN AFRICA HEALTH 43528 SUB-SAHARAN AFRICA HEALTH 43206 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 41800 EAST ASIA AND THE PACIFIC HEALTH 41482 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 41445 SUB-SAHARAN AFRICA HEALTH 38357 SOUTH ASIA HEALTH 37062 EAST ASIA AND THE PACIFIC HEALTH 36000 SUB-SAHARAN AFRICA HEALTH 35684 SUB-SAHARAN AFRICA HEALTH 32915 SOUTH ASIA HEALTH 31930 SUB-SAHARAN AFRICA HEALTH 31706 SUB-SAHARAN AFRICA HEALTH 30000 SUB-SAHARAN AFRICA HEALTH 28061 SOUTH ASIA HEALTH 27760 SOUTH ASIA HEALTH 26905 SUB-SAHARAN AFRICA HEALTH 26650 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 26405 RUSSIA AND NEIGHBORING STATES HEALTH 25189 SUB-SAHARAN AFRICA HEALTH 25039 SUB-SAHARAN AFRICA HEALTH 23799 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 23535 SUB-SAHARAN AFRICA HEALTH 22736 SOUTH ASIA HEALTH 22710 SOUTH ASIA HEALTH 22541 NORTH AMERICA HEALTH 22500 SUB-SAHARAN AFRICA HEALTH 22200 SUB-SAHARAN AFRICA HEALTH 22026 EAST ASIA AND THE PACIFIC HEALTH 21615 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 20280 SUB-SAHARAN AFRICA HEALTH 19503 SUB-SAHARAN AFRICA HEALTH 16253 SUB-SAHARAN AFRICA HEALTH 16128 SOUTH ASIA HEALTH 15666 SUB-SAHARAN AFRICA HEALTH 15000 SUB-SAHARAN AFRICA HEALTH 14735 SOUTH ASIA HEALTH 13991 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 13450 SUB-SAHARAN AFRICA HEALTH 13240 SUB-SAHARAN AFRICA HEALTH 13000 SUB-SAHARAN AFRICA HEALTH 12880 SUB-SAHARAN AFRICA HEALTH 12494 SUB-SAHARAN AFRICA HEALTH 12354 SUB-SAHARAN AFRICA HEALTH 12200 SUB-SAHARAN AFRICA HEALTH 12145 EAST ASIA AND THE PACIFIC HEALTH 12139 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 11200 EAST ASIA AND THE PACIFIC HEALTH 10786 SUB-SAHARAN AFRICA HEALTH 10737 EAST ASIA AND THE PACIFIC HEALTH 10439 EAST ASIA AND THE PACIFIC HEALTH 10178 SOUTH ASIA HEALTH 10143 SUB-SAHARAN AFRICA HEALTH 10059 RUSSIA AND NEIGHBORING STATES HEALTH 10014 SUB-SAHARAN AFRICA HEALTH 9840 RUSSIA AND NEIGHBORING STATES HEALTH 9836 SOUTH ASIA HEALTH 9419 SUB-SAHARAN AFRICA HEALTH 9357 NORTH AMERICA HEALTH 9314 SUB-SAHARAN AFRICA HEALTH 9202 EAST ASIA AND THE PACIFIC HEALTH 9199 EUROPE (INCLUDING ICELAND & GREENLAND) HEALTH 8884 EAST ASIA AND THE PACIFIC HEALTH 8514 SUB-SAHARAN AFRICA HEALTH 8343 SUB-SAHARAN AFRICA HEALTH 8185 EAST ASIA AND THE PACIFIC HEALTH 8058 SUB-SAHARAN AFRICA HEALTH 8045 EAST ASIA AND THE PACIFIC HEALTH 7617 SUB-SAHARAN AFRICA HEALTH 7565 EAST ASIA AND THE PACIFIC HEALTH 7329 SUB-SAHARAN AFRICA HEALTH 7328 SUB-SAHARAN AFRICA HEALTH 6952 SOUTH ASIA HEALTH 6215 RUSSIA AND NEIGHBORING STATES HEALTH 6068 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 6039 SUB-SAHARAN AFRICA HEALTH 6038 CENTRAL AMERICA AND THE CARIBBEAN HEALTH 6000 SUB-SAHARAN AFRICA HEALTH 5854 SUB-SAHARAN AFRICA HEALTH 5514 SUB-SAHARAN AFRICA HEALTH 5364 EAST ASIA AND THE PACIFIC HEALTH 5088 EAST ASIA AND THE PACIFIC HEALTH 5027 0 128 0 0 0 0 0 0 PART I, LINE 2: FOR GRANTS OUTSIDE THE US, EACH COUNTRY OR PROGRAM TEAM REQUESTS THEIR CASH NEEDS EACH MONTH WITH AP. AFTER THESE AMOUNTS ARE VERIFED, THE HEADQUARTERS TEAM DISBURSES THE FUNDS TO THE COUNTRY/PROGRAM TEAMS. AT THE END OF EACH MONTH, THE EXPENSES FOR EACH TEAM ARE REVIEWED TO SEE WHERE FUNDS WERE USED AND WHAT PROJECT WAS CHARGED. SCHEDULE F, PART II, LINE 3: THE GRANTEES COUNTED ON LINE 3 CONSIST OF GOVERNMENT MINISTRIES OF HEALTH, HOSPITALS, AND OTHER ORGANIZATIONS IN FURTHERANCE OF OUR MISSION. X X X X X 1 THE HELEN BROWN GROUP LLC 48 SUMMER ST SUITE 2 WATERTOWN MA 02472 PROSPECTING 0 975000 67200 907800 975000 67200 907800 AR CA CT FL IL NJ NY PA RI WA MA 1 FAMILY HEALTH INTERNATIONAL 359 BLACKWELL STREET SUITE 200 DURHAM NC 27701 237413005 501(C)(3) 463373 HEALTH YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 361570 HEALTH POPULATION SERVICES INTERNATIONAL 1120 19TH STREET NW SUITE 600 WASHINGTON DC 20036 560942853 501(C)(3) 250123 HEALTH NEW YORK UNIVERSITY 70 WASHINGTON SQUARE NEW YORK NY 10012 135562308 501(C)(3) 193230 HEALTH PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 043567502 501(C)(3) 93083 HEALTH HOWARD UNIVERSITY 2400 6TH STREET NW WASHINGTON DC 20001 530204707 501(C)(3) 92600 HEALTH BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 85922 HEALTH CONCERN WORLDWIDE 355 LEXINGTON AVENUE 19TH FLOOR NEW YORK NY 10017 133712030 501(C)(3) 81278 HEALTH PATHFINDER INTERNATIONAL 9 GALEN STREET 217 WATERTOWN MA 02372 530235320 501(C)(3) 47670 HEALTH HARBOR PATH 2201 WESTLAKE AVENUE SUITE 200 SEATTLE WA 98121 911157127 501(C)(3) 40000 HEALTH SCYNEXIS INC PO BOX 12878 RESEARCH TRIANGLE PARK NC 27709 562181648 35600 HEALTH VIRGINIA COMMONWEALTH UNIVERSITY 800 EAST LEIGH STREET PO BOX 980568 980568 RICHMOND VA 23298 546001758 501(C)(3) 16000 HEALTH FLORIDA STATE UNIVERSITY 600 W COLLEGE AVENUE TALLAHASSEE FL 32306 591961248 501(C)(3) 15436 HEALTH PRINCETON IN AFRICA 194 NASSUA STREET SUITE 219 PRINCETON NH 08542 223824520 501(C)(3) 5000 HEALTH 13 1 PART I, LINE 2: FOR GRANTS INSIDE THE US, EACH COUNTRY OR PROGRAM TEAMS REQUESTS THEIR CASH NEEDS EACH MONTH WITH AP. AFTER THESE AMOUNTS ARE VERIFED, THE HEADQUARTERS TEAM DISBURSES THE FUNDS TO THE COUNTRY/PROGRAM TEAMS. AT THE END OF EACH MONTH, THE EXPENSES FOR EACH TEAM ARE REVIEWED TO SEE WHERE FUNDS WERE USED AND WHAT PROJECT WAS CHARGED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 BRUCE LINDSEY BOARD MEMBER 0 360672 0 0 0 0 0 15300 0 18884 0 394856 0 0 IRA MAGAZINER CEO/VICE-CHAIR OF THE BOARD 268266 0 0 0 0 0 0 0 22093 0 290359 0 0 0 MUSTAPHA LEAVENWORTH BAKALI COO 253452 0 0 0 0 0 0 0 15858 0 269310 0 0 0 JULIE B FEDER CFO 254846 0 0 0 0 0 7645 0 22093 0 284584 0 0 0 JEANNE BROSNAN EVP, HR MANAGEMENT 173712 0 0 0 0 0 0 0 17292 0 191004 0 0 0 DAVID RIPIN EVP, ACCESS PROGRAMS 165808 0 0 0 0 0 9948 0 22093 0 197849 0 0 0 ALICE KANGETHE EXECUTIVE VICE PRESIDENT 160000 0 0 0 0 0 0 0 3416 0 163416 0 0 0 OWENS WIWA REGIONAL DIRECTOR 180000 0 0 0 0 0 6000 0 15858 0 201858 0 0 0 KELLY MCCRYSTAL EXECUTIVE VICE PRESIDENT 151222 0 0 0 0 0 9073 0 5363 0 165658 0 0 0 PART I, LINE 1A STAFF WHO ARE ENROLLED IN THE CHAI DOMESTIC MEDICAL PLAN ARE ELIGIBLE FOR REIMBURSEMENT OF THEIR GYM MEMBERSHIP UP TO $250 PER CALENDAR YEAR. THE REIMBURSEMENT IS TAXABLE INCOME. FORM 990, PART I, LINE 5: THE NUMBER REPORTED ON PART I, LINE 5 REFLECTS THE NUMBER OF PEOPLE REPORTED ON FORM W-3. CHAI EMPLOYS 965 PEOPLE AROUND THE GLOBE. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM J. CLINTON AND CHELSEA CLINTON HAVE A PARENT/CHILD RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 UNDER CHAI'S BYLAWS, THE WILLIAM J. CLINTON FOUNDATION HAS THE POWER TO DESIGNATE FIVE (5) SUCCESSOR MEMBERS OF THE BOARD, TWO OF WHOM SHALL BE PRESIDENT WILLIAM J. CLINTON, WHO SHALL SERVE AS A DIRECTOR AND CHAIR OF THE BOARD UNTIL SUCH TIME AS HE RESIGNS, DIES OR BECOMES INCAPACITATED, AND IRA C. MAGAZINER, WHO SHALL SERVE AS A DIRECTOR AND VICE CHAIR OF THE BOARD FOR SO LONG AS HE REMAINS AN EMPLOYEE OR CONSULTANT OF THE CORPORATION OR UNTIL SUCH TIME AS HE RESIGN, DIES OR BECOMES INCAPACITATED. FORM 990, PART VI, SECTION A, LINE 7A UNDER CHAI'S BYLAWS, THE WILLIAM J. CLINTON FOUNDATION HAS THE POWER TO DESIGNATE FIVE (5) SUCCESSOR MEMBERS OF THE BOARD, TWO OF WHOM SHALL BE PRESIDENT WILLIAM J. CLINTON, WHO SHALL SERVE AS A DIRECTOR AND CHAIR OF THE BOARD UNTIL SUCH TIME AS HE RESIGNS, DIES OR BECOMES INCAPACITATED, AND IRA C. MAGAZINER, WHO SHALL SERVE AS A DIRECTOR AND VICE CHAIR OF THE BOARD FOR SO LONG AS HE REMAINS AN EMPLOYEE OR CONSULTANT OF THE CORPORATION OR UNTIL SUCH TIME AS HE RESIGN, DIES OR BECOMES INCAPACITATED. FORM 990, PART VI, SECTION B, LINE 11 THE ACCOUNTING MANAGER COLLECTS AND CONSOLIDATES THE INFORMATION AFTER THE 2013 AUDIT IS COMPLETED. THE RETURN IS PREPARED BY OUR EXTERNAL TAX ADVISOR. THE GLOBAL CONTROLLER, SENIOR DIRECTOR OF FINANCE AND OPERATIONS, AND THE CFO REVIEW THE FORM 990, WHICH IS SUBSEQUENTLY REVIEWED BY THE AUDIT COMMITTEE. THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE 990 AT A MEETING PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS MUST DISCLOSE ANY TRANSACTION OR ARRANGEMENT WHICH RESULTS IN A CONFLICT OF INTEREST TO THE BOARD OR COMMITTEE OF WHICH THEY ARE A MEMBER. THE BOARD MEETS, REVIEWS AND DISCUSSES ANY DISCLOSED CONFLICT OF INTEREST. CHAI SHALL TAKE APPROPRIATE DISCIPLINARY ACTIONS, AS DETERMINED BY THE BOARD, WITH RESPECT TO AN INTERESTED PERSON WHO HAS VIOLATED THE CONFLICT OF INTEREST POLICY. THIS APPLIES TO DIRECTORS, OFFICERS, KEY EMPLOYEES, OR COMMITTEE MEMBERS AND ALL OTHERS WHO ARE PERMITTED TO VOTE AT BOARD OF DIRECTOR MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 CHAI CONTRACTED WITH AN OUTSIDE CONSULTANT IN 2011 TO CONDUCT A MANAGEMENT STUDY TO HELP ASSIST IN DETERMINING EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII: THE COMPENSATION REPORTED ON PART VII FOR IRA MAGAZINER REPRESENTS COMPENSATION FOR HIS SERVICES TO CHAI AS CEO. SEPARATELY, THE CLINTON FOUNDATION HAS A CONSULTING AGREEMENT WITH SJS ADVISORS, OF WHICH IRA MAGAZINER IS A PRINCIPAL. THE CLINTON FOUNDATION PAID SJS ADVISORS $124,980 FOR SERVICES RELATED TO THE CLINTON FOUNDATION'S CLINTON CLIMATE INITIATIVE. REASON FOR AMENDING RETURN PART IV, LINE 33 IS BEING AMENDED TO ANSWER THE QUESTION "YES." PART VI, SECTION C., LINE 18 WAS AMENDED TO CHECK THE BOXES FOR "OWN WEBSITE" AND "ANOTHER'S WEBSITE." PART VII, COLUMN (B) - THE AVERAGE HOURS PER WEEK FOR THE ORGANIZATION AND FOR RELATED ORGANIZATIONS WERE CHANGED FOR WILLIAM J. CLINTON, BRUCE LINDSEY AND CHELSEA CLINTON. PART VII - COMPENSATION AMOUNTS REPORTED IN COLUMN (E) AND (F) FOR BRUCE LINDSEY WERE CHANGED. THE ORGANIZATION IS AMENDING ITS 2013 FORM 990, PART VIII, IN ORDER TO MORE ACCURATELY DISTINGUISH GOVERNMENT GRANT (CONTRIBUTION) INCOME FROM ALL OTHER CONTRIBUTIONS, GIFTS AND GRANTS. GOVERNMENT GRANTS (LINE 1E) IS CHANGED FROM $55,858,566 TO $54,336,914. ALL OTHER CONTRIBUTIONS, GIFTS AND GRANTS (LINE 1F) IS CHANGED FROM $59,412,347 TO $60,933,999 PART IX - THE AMOUNTS ON LINES 5, 7, 8, AND 9 WERE CHANGED. SCHEDULE J, PART II - COMPENSATION AMOUNTS REPORTED FOR BRUCE LINDSEY WERE CHANGED. SCHEDULE R, PART I IS AMENDED TO DISCLOSE RELATED ENTITIES. SCHEDULE R, PART II, COLUMN (A) - THE NAME "CLINTON FOUNDATION" WAS CHANGED TO "BILL, HILLARY, & CHELSEA CLINTON FOUNDATION." SCHEDULE R, PART II, COLUMN (F) - THE NAME OF THE DIRECT CONTROLLING ENTITY WAS CHANGED FROM "CLINTON FOUNDATION" TO "BHCC FDN." SCHEDULE R, PART III IS AMENDED TO DISCLOSE RELATED PARTNERSHIPS. SCHEDULE R, PART IV IS AMENDED TO DISCLOSE RELATED CORPORATIONS. CLINTON HEALTH ACCESS INITIATIVE 3RD FLOOR TIMAU PLAZA ARGWINGS KO NAIROBI KE HEALTH KE 2971221 410774 CLINTON HEALTH ACCESS INITIATIVE CLINTON HEALTH ACCESS INITIATIVE MAQALIKA DR PHOROROS RESIDENCE MASERU LT HEALTH LT 1906800 1503910 CLINTON HEALTH ACCESS INITIATIVE CLINTON HEALTH ACCESS INITIATIVE 7 GANGES STREET MAITAMA DISTRICT ABUJA NI HEALTH NI 9013232 1330428 CLINTON HEALTH ACCESS INITIATIVE CLINTON HEALTH ACCESS INITIATIVE-SOUTH AFRICA 1166 FRANCIS BAARD STREET BLOCK B PRETORIA, GAUTENG SF HEALTH SF 3903791 622265 CLINTON HEALTH ACCESS INITIATIVE CLINTON HEALTH ACCESS INITIATIVE MBABANE OFFICE PARK BUILDING 1 3R MBABANE WZ HEALTH WZ 2408220 46044 CLINTON HEALTH ACCESS INITIATIVE CLINTON HEALTH ACCESS INITIATIVE UGANDA LIMITED PO BOX 33252 KAMPALA UG HEALTH UG 2259249 304335 CLINTON HEALTH ACCESS INITIATIVE CLINTON HEALTH ACCESS INITIATIVE-UK N/A UK HEALTH UK 0 0 CLINTON HEALTH ACCESS INITIATIVE BILL HILLARY & CHELSEA CLINTON FOUNDATION 1200 PRESIDENT CLINTON AVENUE LITTLE ROCK AR 72201 311580204 ECONOMIC DEVELOPMENT AR 501(C)(3) LINE 7 N/A 0 WILLIAM J CLINTON FOUNDATION - UK 610 PRESIDENT CLINTON AVE 2ND FLOOR LITTLE ROCK AR 72201 FUNDRAISING UK N/A N/A BHCC FDN 1 CLINTON GLOBAL INITIATIVE INC 1200 PRESIDENT CLINTON AVENUE LITTLE ROCK AR 72201 271551550 INITIATIVE AR 501(C)(3) LINE 11A, I BHCC FDN 1 CLINTON FOUNDATION INSALINGSSTIFTELSE TORNGREN MAGNELL VAST TRADGARD STOCKHOLM SW FUNDRAISING SW N/A N/A BHCC FDN 1 HAITI DEVELOPMENT FUND LLC 1271 AVENUE OF AMERICAS NEW YORK NY 10020 453819678 INVESTMENT DE N/A RELATED 0 0 ACCESO FUND LLC 1271 AVENUE OF AMERICAS NEW YORK NY 10020 272075171 INVESTMENT DE N/A RELATED 0 0 ACCESO OFERTA LOCAL-PRODUCTOS CALLE EL MIRAADOR Y 93 AVENIDA ES FRUIT & VEG SUPPLY ES ACCESO WORLDWIDE RELATED 0 0 CIUDAD VERDE AMARILO TRIADA FR CALLE 67 NO 7-37 PISO 3 CO INVESTMENT CO BHCC FDN RELATED 0 0 ACACIA DEVELOPMENT CO 1271 AVENUE OF AMERICAS NEW YORK NY 10020 INVESTMENT DE BHCC FDN C 1 ACCESO WORLDWIDE FUND INC 1271 AVENUE OF AMERICAS NEW YORK NY 10020 INVESTMENT DE BHCC FDN C 1 ACCESO CASHEW ENTERPRISE LIMITED OFFICE NO 201 KOHINOOR PARADISE AROGYA IN CASHEW PROCESSING IN ACCESO WORLDWIDE C 1 TUKULA FARMING COMPANY LTD PO BOX 5133 RLTY HSE CHURCH HILL LIMBE MI FARMING MI ACACIA DEVLP CO C 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0