HENRY M PAULSON JR INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M PAULSON JR INSTITUTE (EIN 45-2430087)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-06
- IRS object ID
- 201542799349300339
- Schema version
- 2014v5.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-06T12:25:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364268995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST WACKER DRIVE SUITE 830 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452430087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY M PAULSON JR INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 3124508205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY M PAULSON JR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3124508205 | PhoneNum |
| Signature | 2015-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M STAWICKI | PreparerPersonNm |
| PTIN | P00749617 | PTIN |
| Phone | 3126091100 | PhoneNum |
| Preparation | 2015-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULSON INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY M PAULSON JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,872,426 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAULSONINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE GLOBAL ENVIRONMENTAL PROTECTION AND SUSTAINABLE ECONOMIC GROWTH IN THE UNITED STATES AND CHINA, WHILE FOSTERING BROADER UNDERSTANDING BETWEEN THE TWO COUNTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,251,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,849,695 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$22,771 | PYInvestmentIncomeAmt |
| CY Investment Income | -$23 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $22,702 | CYOtherRevenueAmt |
| PY Total Revenue | $6,229,160 | PYTotalRevenueAmt |
| CY Total Revenue | $9,872,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $300,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $894,651 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,623,394 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,234,435 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,887,140 | PYOtherExpensesAmt |
| CY Other Expenses | $3,538,254 | CYOtherExpensesAmt |
| PY Total Expenses | $4,810,534 | PYTotalExpensesAmt |
| CY Total Expenses | $6,667,340 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,418,626 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,205,034 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,563,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,001,057 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $248,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $481,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,314,255 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,519,289 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE WORK AT THE NEXUS OF ECONOMIC AND ENVIRONMENTAL ISSUES IN THE UNITED STATES AND CHINA. OUR PROGRAMS IN CHINA FOCUS ON IMPROVING CLIMATE AND AIR QUALITY, ADVANCING NATURE CONSERVATION AND PROMOTING SUSTAINABLE CITIES. IN THE UNITED STATES, WE PROMOTE BILATERAL CROSS-BORDER INVESTMENT THAT WILL IMPROVE US-CHINA RELATIONS AND HELP CREATE JOBS. OUR THINK TANK PUBLISHES PAPERS ON THE MOST IMPORTANT MACROECONOMIC ISSUES FACING CHINA TODAY, ENERGY STRATEGIES, AND ISSUES IN US-CHINA ECONOMIC RELATIONS. WE HAVE OFFICES IN CHICAGO (AT THE UNIVERSITY OF CHICAGO), WASHINGTON AND BEIJING. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,543,523 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | SUSTAINABLE URBANIZATIONMASS MIGRATION FROM RURAL AREAS TO URBAN CENTERS IN CHINA WILL HAVE PROFOUND ECONOMIC AND ENVIRONMENTAL IMPLICATIONS FOR ALL COUNTRIES. THE PAULSON INSTITUTE IS WORKING WITH CHINESE AND INTERNATIONAL PARTNERS TO DEVELOP AND SUPPORT PRINCIPLES, POLICIES, AND PROGRAMS THAT ADVANCE WORLD-CLASS SUSTAINABLE URBANIZATION PRACTICES IN CHINA. MAYORS PROGRAM: IN 2014, THE INSTITUTE HOSTED MAYORS AND VICE MAYORS FROM GUANGDONG PROVINCE FOR A TWO-WEEK TRAINING PROGRAM THAT BEGAN AT THE UNIVERSITY OF CHICAGO AND CONTINUED IN MIAMI. THE MAYORS STUDIED SUSTAINABILITY PRACTICES AND MET WITH FORMER MAYORS AND CITY OFFICIALS IN EACH LOCATION. THE FOCUS OF THE PROGRAM WAS ON REGIONAL MECHANISMS FOR ENVIRONMENTAL COOPERATION, DISASTER RESPONSE AND FLOOD CONTROL. MIAMI PROVIDED A STRONG MODEL FOR POTENTIAL PROGRAMS IN CHINA. CEO COUNCIL: THE INSTITUTE LAUNCHED A CEO COUNCIL COMPOSED OF 16 CEOS FROM LEADING GLOBAL CORPORATIONS - 8 FROM THE US AND 8 FROM CHINA. THE MEMBERS WILL WORK TOGETHER IN THE FIRST YEAR TO EXPLORE PROMOTING EFFICIENCY IN BUILDINGS WHICH ACCOUNT FOR MORE THAN 40% OF THE WORLD'S GREENHOUSE GAS EMISSIONS. THE COUNCIL APPROVED AN AGENDA OF POLICY ISSUES IN CHINA ON WHICH TO FOCUS FOR 2014 AND DISCUSSED THE NEED TO COOPERATE ON SPECIFIC PILOT PROJECTS AND RESEARCH INITIATIVES.EXPERTS CONFERENCE: THE INSTITUTE HELD THE FOURTH ANNUAL CITIES OF THE FUTURE CONFERENCE FOR EXPERTS IN THE FIELD OF SUSTAINABILITY IN 2014 IN BEIJING WITH OUR PARTNER, THE CHINA CENTER FOR INTERNATIONAL ECONOMIC EXCHANGES. THE CONFERENCE THIS YEAR REINFORCED THE THEMES TAKEN UP IN THE CEO COUNCIL: BUILDING EFFICIENCY. THE INSTITUTE HELD A ONE DAY SEMINAR CONVENING CHINESE AND INTERNATIONAL EXPERTS TO EXPLORE BEST PRACTICES IN BUILDING TECHNOLOGIES, BUILDING CODES AND ENFORCEMENT AND ENERGY EFFICIENCY. PAULSON PRIZE: THE SECOND ANNUAL PAULSON PRIZE WAS HELD IN BEIJING IN NOVEMBER. THE PRIZE WAS AWARDED TO THE SHENZHEN LOW CARBON CITY FOR ITS EXCELLENCE IN PROMOTING SUSTAINABILITY AND ITS ABILITY TO BE SCALED THROUGHOUT CHINA. THE CITY SUBSEQUENTLY HAS RECEIVED ADDITIONAL SUPPORT FROM THE LOCAL GOVERNMENT AND GREATER RECOGNITION THROUGHOUT CHINA AS A POTENTIAL MODEL FOR LOW CARBON DEVELOPMENT IN OTHER CITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,351,373 | ExpenseAmt |
| Grant | $579,651 | GrantAmt |
| Desc | CONSERVATIONTHE UNPARALLELED SCALE AND SPEED OF INDUSTRIALIZATION AND URBANIZATION IN CHINA OVER THE LAST 30 YEARS HAS LED TO UNPRECEDENTED ECONOMIC GROWTH. THIS PROGRESS HAS TAKEN A TOLL ON THE NATION'S ENVIRONMENT AND BIODIVERSITY. FORTUNATELY, CHINA'S LEADERS AND THE CHINESE PUBLIC INCREASINGLY RECOGNIZE THE NEED TO BALANCE ECONOMIC GROWTH AND CONSERVATION. THE RECOGNITION THAT ECONOMIC GROWTH AND CONSERVATION ARE TWO SIDES OF THE SAME COIN PRESENTS AN OPPORTUNITY FOR THE PAULSON INSTITUTE TO SUPPORT CHINA IN MAKING MARKED PROGRESS IN THE AREA OF CONSERVATION. WE BELIEVE THAT ECONOMIC GROWTH AND ECOLOGICAL CONSERVATION CAN AND MUST GO HAND-IN-HAND.THE PAULSON INSTITUTE'S PROGRAM ON CONSERVATION FOCUSES ON WETLANDS IN CHINA AND FOREST OF GLOBAL SIGNIFICANCE.COASTAL WETLAND CONSERVATION BLUEPRINT PROJECT: PARTNERING WITH STATE FORESTRY ADMINISTRATION AND CHINESE ACADEMY OF SCIENCE, PI LAUNCHED THE PROJECT IN FEB 24, 2014 AND MORE THAN 50 CHINESE SCIENTISTS AND EXPERTS ARE WORKING ON THE PROJECT TO IDENTIFY CONSERVATION PRIORITIES, MAJOR THREATS AND EFFECTIVE STRATEGIES. THE PROJECT WILL PRODUCE SETS OF TECHNICAL REPORTS AND POLICY RECOMMENDATIONS TO THE CHINESE GOVERNMENT AGENCIES AND KEY DECISION-MAKERS TO STRENGTHEN THE CONSERVATION OF THE BIODIVERSITY AND ECOSYSTEMS OF THE COASTAL REGIONS. THE PROJECT WILL BE COMPLETED BY THE END OF SEPT. 2015.POYANG LAKE PROJECT: PARTNERING WITH INTERNATIONAL CRANE FOUNDATION AND POYANG LAKE NATURE RESERVE MANAGEMENT BUREAU, PI LAUNCHED THE PROJECT IN MAY, 2014 TO PROMOTE SUSTAINABLE FISHERY AND ADAPTIVE MANAGEMENT OF THE HABITAT OF THE MIGRATORY BIRDS IN POYANG LAKE. THE PROJECT WILL BE COMPLETED BY END OF AUG. 2015.BEIDAGANG WETLAND NATURE RESERVE PROJECT: TO PROTECT THE CRITICAL HABITAT FOR THE MIGRATORY BIRDS IN BOHAI BAY OF CHINA, PI HAS BEEN ADVOCATING FOR STRENGTHENING THE CONVERSATION AND MANAGEMENT OF BEDAGANG WETLAND IN TIANJIN. CHINA SOUTH AMERICA SUSTAINABLE SOY TRADE PROJECT: SUPPORTED BY THE FUNDING FROM MOORE FOUNDATION, PI BUILT A CONSORTIUM WITH OTHER THREE ORGANIZATIONS, NAMELY TNC, SOLIDARIDAD AND WWF TO PROMOTE SUSTAINABILITY IN THE SOY TRADE BETWEEN CHINA AND SOUTH AMERICA. THE ULTIMATE GOAL OF THE PROJECT IS TO USE CHINESE MARKET TO DRIVE SUSTAINABLE AND DECREASE THE DEFORESTATION IMPACT OF THE SOY PRODUCTION IN BRAZIL AND OTHER MAJOR SOY PRODUCER COUNTRIES. THE PROJECT CONCEPT AND CONSORTIUM WERE DEVELOPED IN 2014, BUT WAS OFFICIALLY LAUNCHED IN EARLY 2015. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $565,640 | ExpenseAmt |
| Desc | CLIMATE CHANGE AND AIR QUALITYTHIS PROGRAM ADVANCES SOLUTIONS TO CLIMATE CHANGE AND AIR POLLUTION IN CHINA AND THE UNITED STATES, ULTIMATELY CONTRIBUTING TO A SUSTAINABLE AND MUTUALLY BENEFICAL ECONOMIC GROWTH. THIS IS DONE THROUGH RESEARCH, PROJECTS, ADVOCACY, AND WORKING TOGETHER WITH A NETWORK OF NONPROFIT, COMMERCIAL, AND GOVERNMENTAL ORGANIZATIONS.AIR QUALITY WORKSHOP: IN SEPTEMBER 2014, A 2-DAY CONFERENCE WAS HELD FOR 50 MID-LEVEL GOVERNMENT OFFICIALS FROM THE ENVIRONMENTAL PROTECTION BUREAUS OF BEIJING, TIANJIN AND HEBEI PROVINCE ON HOW TO ACHIEVE IMPROVED AIR QUALITY. PI BROUGHT TO CHINA A DOZEN CURRENT AND RETIRED US AIR QUALITY REGULATORS TO SHARE THEIR PRACTICAL EXPERIENCE AND COMMENTS ON CHINA'S NEW AIR QUALITY LAWS AND ENFORCEMENT BEING DRAFTED FOR CHINA'S 13TH FIVE YEAR PLAN (2016-2020). A WHITE PAPER ON AIR QUALITY RECOMMENDATIONS WAS PUBLISHED AND DISTRIBUTED TO HIGHLIGHT THE KEY FINDINGS FROM THE WORKSHOP. SENIOR LEADERS ROUNDTABLE: IN NOVEMBER 2014, A 1/2 DAY PRIVATE FORUM WAS HELD WITH HANK PAULSON AND 30 SENIOR CHINESE AND US BUSINESS, GOVERNMENT AND NGO LEADERS TO VET AND VALIDATE THE KEY OPPORTUNITIES AND CHALLENGES FOR THE NEW PROGRAM TO ADDRESS IN DIALOGUES, PUBLICATIONS AND ADVOCACY IN 2015. THE 30 ORGANIZATIONS ALSO CONFIRMED THEIR ROLES AS KEY COLLABORATORS TO PROVIDE RESOURCES AND AMPLIFY OUR MESSAGES. DURING THE REMAINING TIME OF THE LAST FOUR MONTHS OF 2014, THE PROGRAM PREPARED KEY, NEW PUBLICATIONS AND EVENTS FOR ADVOCACY IN 2015. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,031,254 | ExpenseAmt |
| Grant | $300,000 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,031,254 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $300,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,491,790 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER KELLOGG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7737021739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| HENRY M PAULSON JR | |||||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WENDY J PAULSON | |||||||||
| VICE PRESIDENT, SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN F W ROGERS | |||||||||
| VICE PRESIDENT, TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA ZELTWANGER | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $276,424 | $0 | $23,754 | ||||
| EVAN FEIGENBAUM | |||||||||
| VICE CHAIRMAN | 40.00 | Yes (X) | $293,193 | $0 | $14,449 | 10.00 | |||
| ROSE NIU | |||||||||
| CHIEF CONSERVATION OFFICER | 40.00 | $175,890 | $0 | $22,956 | Yes (X) | ||||
| LEIGH WEDELL | |||||||||
| DIRECTOR OF CHINA PROGRAMS | 40.00 | $181,914 | $0 | $7,118 | Yes (X) | ||||
| DAMIEN MA | |||||||||
| SENIOR FELLOW | 40.00 | $124,191 | $0 | $14,649 | Yes (X) | ||||
| DEBORAH LEHR | |||||||||
| CONSULTANT, SENIOR FELLOW | 40.00 | $221,667 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,273,279 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| ROBBINS & ASSOCIATES LLC | ||||||||||
| 333 W WACKER DRIVE STE 830 | CHICAGO | IL | 60606 | ACCOUNTING AND CONSULTING SERVICES | $468,748 | |||||
| CHINA INTERNATIONAL INTELLECTECH CORPORA | ||||||||||
| MANAGEMENT | $427,873 | RM 1209 TOWER C1 ORIENTAL PLAZA 1 E | BEIJING | CH | 100738 | |||||
| ENERGY INNOVATION POLICY AND TECH L | ||||||||||
| 6 COMPTON CIRCLE | MILL VALLEY | CA | 94941 | PROGRAM CONSULTING | $250,000 | |||||
| DEBORAH LEHR | ||||||||||
| 3108 WOODLAND DRIVE | WASHINGTON | DC | 20008 | PROGRAM CONSULTING | $180,000 | |||||
| HEIDRICK & STRUGGLES | ||||||||||
| EXECUTIVE SEARCH | $146,785 | STE 718 S TOWER KERRY CTR 1 GUANGH | BEIJING | CH | 100020 | CHAOYANG DISTRICT | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $5,849,695 | AllOtherContributionsAmt |
| Noncash Contributions | $3,000,052 | NoncashContributionsAmt |
| Total Contributions | $9,849,695 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407 | TotalRevenueColumnAmt |
| Exclusion | $407 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,999,622 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,000,052 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$430 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$430 | TotalRevenueColumnAmt |
| Exclusion | -$430 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HONORARIA AND REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,702 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,702 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,872,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,702 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$23 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,000 | TotalAmt |
| Program Services | $365,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,651 | TotalAmt |
| Program Services | $529,651 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,402 | TotalAmt |
| Program Services | $957,369 | ProgramServicesAmt |
| Management And General | $158,033 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,667 | TotalAmt |
| Program Services | $41,667 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,018 | TotalAmt |
| Program Services | $315,795 | ProgramServicesAmt |
| Management And General | $483,223 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,008 | TotalAmt |
| Program Services | $16,562 | ProgramServicesAmt |
| Management And General | $3,446 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,515 | TotalAmt |
| Program Services | $130,170 | ProgramServicesAmt |
| Management And General | $54,345 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,825 | TotalAmt |
| Program Services | $51,125 | ProgramServicesAmt |
| Management And General | $22,700 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,351,444 | TotalAmt |
| Program Services | $1,162,588 | ProgramServicesAmt |
| Management And General | $188,856 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,101 | TotalAmt |
| Program Services | $38,000 | ProgramServicesAmt |
| Management And General | $43,101 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,529 | TotalAmt |
| Management And General | $469,529 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,206 | TotalAmt |
| Program Services | $272,114 | ProgramServicesAmt |
| Management And General | $43,092 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,677 | TotalAmt |
| Program Services | $3,805 | ProgramServicesAmt |
| Management And General | $11,872 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,650 | TotalAmt |
| Program Services | $6,293 | ProgramServicesAmt |
| Management And General | $60,357 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,172 | TotalAmt |
| Management And General | $58,172 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,934 | TotalAmt |
| Program Services | $6,243 | ProgramServicesAmt |
| Management And General | $259,691 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,507 | TotalAmt |
| Program Services | $551,860 | ProgramServicesAmt |
| Management And General | $249,647 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,660 | TotalAmt |
| Program Services | $24,818 | ProgramServicesAmt |
| Management And General | $9,842 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,685 | TotalAmt |
| Management And General | $43,685 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,821 | TotalAmt |
| Management And General | $3,821 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSE | $17,227 | $17,116 | $111 |
| DUES, FILING AND BANK F | $10,772 | $1,598 | $9,174 |
| MISCELLANEOUS EXPENSE | $1,592 | $1,592 | |
| GIFT EXPENSES | $1,277 | $16 | $1,261 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,667,340 | TotalAmt |
| Program Services | $4,491,790 | ProgramServicesAmt |
| Management And General | $2,175,550 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,047 | BOYAmt |
| EOY | $1,816,941 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,829,732 | BOYAmt |
| EOY | $4,129,554 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $657,892 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,893 | BOYAmt |
| EOY | $193,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,718 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,626 | BOYAmt |
| EOY | $146,843 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,833 | BOYAmt |
| EOY | $56,675 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,563,131 | BOYAmt |
| EOY | $7,001,057 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,876 | BOYAmt |
| EOY | $288,251 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $170,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $23,517 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,876 | BOYAmt |
| EOY | $481,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,714,111 | BOYAmt |
| EOY | $4,240,985 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,144 | BOYAmt |
| EOY | $2,278,304 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,314,255 | BOYAmt |
| EOY | $6,519,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,563,131 | BOYAmt |
| EOY | $7,001,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,205,034 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 Minus3 Years | $991,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,051,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,251,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,849,695 | CurrentTaxYearAmt |
| Total | $21,144,537 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $991,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,051,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,251,931 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,849,695 | CurrentTaxYearAmt |
| Total | $21,144,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,444,741 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,699,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,679 | CurrentTaxYearAmt |
| Total | $53,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,197,550 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SHORT YEAR: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE WAS ORGANIZED ON 4/21/2011 AND HAS ADOPTED A CALENDAR YEAR. THEREFORE, THE INSTITUTE'S INITIAL RETURN WAS FOR A SHORT YEAR 4/21/2011 - 12/31/2011 | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | NONE. PROTECTIVE ELECTION UNDER 501(H). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $53,532 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,353 | DepreciationAmt |
| Book Value | $48,179 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $94,373 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $39,554 | DepreciationAmt |
| Book Value | $54,819 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $90,656 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $46,811 | DepreciationAmt |
| Book Value | $43,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $146,843 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,872,374 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,872,374 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,872,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,667,340 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,667,340 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,667,340 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE PAULSON INSTITUTE OFFERS A 401(K) PLAN FOR QUALIFIED EMPLOYEES, ADMINISTERED BY IRON FINANCIAL. ASSETS ARE HELD IN SEPARATE ACCOUNTS WITH TD TRUST COMPANY FOR THE BENEFIT OF THE NAMED-EMPLOYEE. THE AMOUNT REFLECTED ON LINE 21 OF FORM 990 PART X IS THE OUTSTANDING EMPLOYER CONTRIBUTION TO THE PLAN AS OF 12/31/14 |
| PART X, LINE 2: | THE INSTITUTE FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE INSTITUTE HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2014. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 5 | PROGRAM ON SUSTAINABLE URBANIZATION | MAYOR'S TRAINING CONFERENCE, CEO COUNCIL, PAULSON PRIZE, PCAT | $370,784 | |
| EAST ASIA AND THE PACIFIC | 4 | CONSERVATION | WETLAND BLUEPRINT, NETWORK/TRAINING PROJECTS | $673,864 | |
| EAST ASIA AND THE PACIFIC | 12 | CLIMATE CHANGE | GREENTECH PROJECT, ROUNDTABLE EVENTS, PROGRAM DEVELOPMENT AND DELIVERABLES | $541,646 | |
| EAST ASIA AND THE PACIFIC | 11 | OTHER PROGRAMS AND ADMINISTRATION | REPRESENTATIVE OFFICE IN BEIJING, CHINA TO SUPPORT ITS PROGRAM ACTIVITIES IN EAST ASIA AND THE PACIFIC | $617,591 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 32 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Subtotal Spent | $2,203,885 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,203,885 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | TO PROMOTE CONSERVATION OF CHINA'S COASTAL WETLAND BY CARRYING OUT THE FOLLOWING TASKS: 1) ASSESS THE CURRENT STATUS, TRENDS AND EXISTING PROBLEMS OF COASTAL WETLAND MANAGEMENT IN CHINA; 2) COLLECTCASES OF BEST PRACTICES ON WETLAND CONSERVATION IN THE UNITES STATES AND CHINA; 3) DEVELOP STRATEGIES, POLICY FRAMEWORKS AND PRIORITY ACTIONS FOR COASTAL WETLAND MANAGEMENT; AND 4) PROVIDE IMPLEMENTABLE POLICY RECOMMENDATIONS TO POLICYMAKERS AND PRACTICAL MANAGEMENT TOOLS TO RELEVANT GOVERNMENT AGENCIES. | $479,651 | WIRE | FMV |
| EAST ASIA AND THE PACIFIC | THE PRIZE FOR CITIES OF THE FUTURE IS AWARDED ANNUALLY TO A MUNICIPAL-LEVEL SUSTAINABILITY PROJECT IN CHINA THAT OFFERS A CREATIVE, EFFECTIVE AND SCALABLE SOLUTION TO PROMOTING SUSTAINABLE DEVELOPMENT. THE COMPETITION IS DESIGNED TO PROMOTE THESE EFFORTS TO A WIDE AUDIENCE ACROSS CHINA. IT RECOGNIZES THE ACHIEVEMENTS OF OUTSTANDING CHINESE MUNICIPALITIES SELECTED BY A JURY OF EXPERTS BOTH FROM THE UNITED STATES AND CHINA. | $50,000 | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTEES ARE REQUIRED TO SUBMIT PROJECT PROGRESS AND FINANCIAL REPORTS TO THE INSTITUTE ACCORDING TO THE PERIODIC REPORTING SCHEDULE OUTLINED IN THE GRANT AGREEMENT. REPORTS MUST BE APPROVED BEFORE THE NEXT INSTALLMENT PAYMENT CAN BE MADE. |
| PART I, LINE 3: | GAAP (US) |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO | |||||||
| 1155 EAST 60TH STREET | CHICAGO | IL | 60637 | 362177139 | IRC. SEC. 501(C)(3) | $250,000 | TO FACILITATE RESEARCH, STUDENT SUPPORT, AND RELATED PROGRAMS AT THE UNIVERSITY THAT WILL FURTHER THE MISSION OF THE INSTITUTE. |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1 CYCLOTRON RD MS 971 GA | BERKELEY | CA | 94720 | 942951741 | IRC. SEC. 501(C)(3) | $15,000 | TO SUPPORT RESEARCH ON POLICY RELATED TO BUILDING CODES IN CHINA |
| INTERNATIONAL CRANE FOUNDATION | |||||||
| E11376 SHADY LANE ROAD/PO BOX 447 | BARABOO | WI | 53913 | 391187711 | IRC. SEC. 501(C)(3) | $100,000 | PROTECTION AND MANAGEMENT OF WETLANDS AT POYANG LAKE, CHINA |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT IS SUBJECT TO A WRITTEN AGREEMENT WHICH STIPULATES THE TERMS AND PURPOSE OF THE GRANT. THE PAULSON INSTITUTE WORKS CLOSELY WITH GRANTOR IN PROGRAM PARTNERSHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA ZELTWANGER | ||||||||||||||
| EXECUTIVE DIRECTOR | $276,424 | $0 | $0 | $0 | $0 | $0 | $10,400 | $0 | $13,354 | $0 | $300,178 | $0 | $0 | $0 |
| EVAN FEIGENBAUM | ||||||||||||||
| VICE CHAIRMAN | $293,193 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,449 | $0 | $307,642 | $0 | $0 | $0 |
| ROSE NIU | ||||||||||||||
| CHIEF CONSERVATION OFFICER | $175,890 | $0 | $0 | $0 | $0 | $0 | $7,800 | $0 | $15,156 | $0 | $198,846 | $0 | $0 | $0 |
| LEIGH WEDELL | ||||||||||||||
| DIRECTOR OF CHINA PROGRAMS | $181,914 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,118 | $0 | $189,032 | $0 | $0 | $0 |
| DEBORAH LEHR | ||||||||||||||
| CONSULTANT, SENIOR FELLOW | $221,667 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $221,667 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 1A: DUE TO REMOTE LOCATION OF CERTAIN FOREIGN ACTIVITIES, FROM TIME TO TIME, CHARTER TRAVEL MAY BE NECESSARY. THE INSTITUTE'S POLICY ON AIR TRAVEL REQUIRES THAT FOR DOMESTIC TRAVEL, ANY CLASS OF TRAVEL ABOVE ECONOMY OR ECONOMY PLUS MUST BE APPROVED IN ADVANCE, AND ONLY IN SITUATIONS IN WHICH ECONOMY TRAVEL IS NOT PRACTICAL. BUSINESS OR FIRST CLASS MAY BE UTILIZED FOR INTERNATIONAL TRAVEL, WITH CERTAIN LIMITATIONS, AND MUST BE APPROVED IN ADVANCE, AND ONLY IN SITUATIONS IN WHICH ECONOMY TRAVEL IS NOT PRACTICAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH LEHR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MS. LEHR IS SPOUSE OF DIRECTOR JOHN F W ROGERS AND FORMERLY A KEY EMPLOYEE | RelationshipDescriptionTxt |
| Transaction | $180,000 | TransactionAmt |
| Transaction | DURING 2014, MS. LEHR PROVIDED PROGRAM CONSULTING SERVICES TO THE INSTITUTE. PRIOR TO MARCH 2014, MS. LEHR WAS A FULL TIME EMPLOYEE WITH THE INSTITUTE. IN 2013 MS. LEHR WAS A KEY EMPLOYEE OF THE INSTITUTE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | NAV-PUBLICLY TRADED FUND | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE PAULSON INSTITUTE ENGAGES THE SERVICES OF INVESTMENT COMPANIES TO HOLD STOCK AND BOND DONATIONS FROM CONTRIBUTORS. THE INVESTMENT COMPANIES THEN SELL THE INVESTMENTS ON THE INSTITUTE'S BEHALF. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING 2014, THE PAULSON INSTITUTE INITIATED A PROGRAM ON CLIMATE CHANGE AND AIR QUALITY. THIS PROGRAM ADVANCES SOLUTIONS TO CLIMATE CHANGE AND AIR POLLUTION IN CHINA AND THE UNITED STATES, ULTIMATELY CONTRIBUTING TO A SUSTAINABLE AND MUTUALLY BENEFICAL ECONOMIC GROWTH. THIS IS DONE THROUGH RESEARCH, PROJECTS, ADVOCACY, AND WORKING TOGETHER WITH A NETWORK OF NONPROFIT, COMMERCIAL, AND GOVERNMENTAL ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR AND CHAIRMAN HENRY M. PAULSON, JR. IS MARRIED TO VICE PRESIDENT AND SECRETARY WENDY J. PAULSON. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RETAINS THE SERVICES OF A CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE CPA FIRM PRIOR TO FILING. IF REQUESTED BY THE BOARD, A MEETING OR CONFERENCE CALL IS LATER SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, COVERED PERSONS ARE REQURIRED TO SIGN A DISCLOSURE STATEMENT INDICATING THEIR ACKNOWLEDGEMENT OF THE CONFLICTS POLICY AND TO DISCLOSE RELATIONSHIPS THAT MIGHT GIVE RISE TO A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXECUTIVE SEARCH FIRM IS ENGAGED TO PLACE KEY PERSONNEL AND PROVIDE RECOMMENDATIONS FOR APPROPRIATE INITIAL SALARIES. ON AN ANNUAL BASIS, THE INSTITUTE CONDUCTS A COMPENSATION REVIEW PROCESS, DURING WHICH STAFF MEMBERS ARE EVALUATED FOR SALARY ADJUSTMENTS BASED ON THEIR OVERALL CONTRIBUTION TO THE OPERATIONS OF THE INSTITUTE AND POTENTIAL FOR ADVANCEMENT. ADJUSTMENTS ARE BASED IN PART BY REFERENCE TO INDEPENDENT COMPENSATION STUDIES APPLICABLE TO NOT-FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND GEOGRAPHIC LOCATION. INCREASES IN SALARY ARE REVIEWED BY THE INSTITUTE'S EXECUTIVE DIRECTOR PRIOR TO BEING PRESENTED TO THE CHAIRMAN FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE PAULSON INSTITUTE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PAULSON INSTITUTE'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART VI, SECTION B, LINE QUESTION 13 AND 14 | POLICIES ARE IN THE PROCESS OF BEING DRAFTED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOBOLINK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE STE 830 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942988627 | EIN |
| Primary Activities | GRANTS TO OTHER CHARITABLE ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PRIVATE FOUNDATION | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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