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THE FAMILY HEALTH INTERNATIONAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE FAMILY HEALTH INTERNATIONAL FOUNDATION (EIN 56-1719871)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349314863
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T16:01:45-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561719871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAMILY HEALTH INTERNATIONAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAMIBusinessNameControlTxt
Phone9195447040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1359 BLACKWELL STREET 200AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277012477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT R PRICEPersonNm
Person TitleGENERAL COUNSEL & SECRETARYPersonTitleTxt
Phone9195447040PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN LOPreparerPersonNm
PTINP01434915PTIN
Phone2123721000PhoneNum
Preparation2024-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FHI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerALBERT J SIEMENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1359 BLACKWELL STREET 200AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277012477ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$34,094,971GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FHIFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION WAS CHARTERED IN 1990 TO SUPPORT THE WORK OF FAMILY HEALTH INTERNATIONAL.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$16,975TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$5,478NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$42,647,527PYInvestmentIncomeAmt
CY Investment Income-$10,311,588CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue-$42,647,527PYTotalRevenueAmt
CY Total Revenue-$10,311,588CYTotalRevenueAmt
PY Grants And Similar Paid$4,885,309PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,100,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$115,650CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,260,297PYOtherExpensesAmt
CY Other Expenses$8,498,063CYOtherExpensesAmt
PY Total Expenses$6,145,606PYTotalExpensesAmt
CY Total Expenses$13,713,713CYTotalExpensesAmt
PY Revenues Less Expenses-$48,793,133PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$24,025,301CYRevenuesLessExpensesAmt
Total Assets BOY$175,709,326TotalAssetsBOYAmt
Total Assets EOY$191,843,141TotalAssetsEOYAmt
Total Liabilities BOY$22,988,360TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,175,534TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$152,720,966NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$168,667,607NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION WAS CHARTERED IN 1990 TO SUPPORT THE WORK OF FAMILY HEALTH INTERNATIONAL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,100,000ExpenseAmt
Grant$5,100,000GrantAmt
Revenue$0RevenueAmt
DescFUNDS PROVIDED TO FAMILY HEALTH INTERNATIONAL, A PUBLIC CHARITY AND GLOBAL DEVELOPMENT ORGANIZATION EMPLOYING MULTISCIPLINARY, EVIDENCE BASED APPROACHES TO ADDRESS THE HEALTH AND SOCIOECONOMIC CHALLENGES OF MILLIONS OF LIVES IN DISADVANTAGED COMMUNITIES THROUGHOUT THE WORLD.Desc
Total Program Service Expenses$5,100,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RASIKA J PADMAPERUMABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9195447040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1359 BLACKWELL STREET 200AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP277012477ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
EDWARD WHITEHORNE
TRUSTEE/CHAIR INVESTMENT CMTE2.006.00Yes (X)$6,750$14,940$0
ARON BETRU
TRUSTEE2.002.00Yes (X)$6,750$2,250$0
ALBERT SIEMENS
TRUSTEE/CHAIR6.002.00Yes (X)$6,750$4,110$0Yes (X)
RHONDA SMITH
TRUSTEE/TREASURER2.000.00Yes (X)$6,750$0$0Yes (X)
PHILIP LOCHNER
TRUSTEE/CHAIR GOVERNANCE CMTE2.000.00Yes (X)$6,750$0$0
THOMAS ZIZIC
TRUSTEE2.000.00Yes (X)$6,750$0$0
SAMRA HAIDER
TRUSTEE2.000.00Yes (X)$5,250$0$0
ELEANOR HSU
TRUSTEE2.000.00Yes (X)$1,500$0$0
RASIKA PADMAPERUMA
ASSISTANT TREASURER4.0040.00$30,000$331,070$67,568Yes (X)
ROBERT PRICE
GENERAL COUNSEL & SECRETARY4.008.00$38,400$48,435$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$115,650TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$400,805TotReportableCompRltdOrgAmt
Total Other Compensation$67,568TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CREWCIAL PARTNERS
750 3RD AVE 20NEW YORKNY10017INVEST MGT SVCS$226,224
PNC
ONE EAST PRATT 5TH FLOOR WESTBALTIMOREMD21202INVEST MGT SVCS$206,752
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,058,818TotalRevenueColumnAmt
Unrelated Business Revenue-$10,449UnrelatedBusinessRevenueAmt
Exclusion$5,069,267ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,036,153SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$44,406,559SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$15,370,406SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,370,406TotalRevenueColumnAmt
Unrelated Business Revenue$27,424UnrelatedBusinessRevenueAmt
Exclusion-$15,397,830ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,311,588TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,975UnrelatedBusinessRevenueAmt
Exclusion-$10,328,563ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,100,000TotalAmt
Program Services$5,100,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$115,650TotalAmt
Management And General$115,650ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$39,492TotalAmt
Management And General$39,492ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$96,413TotalAmt
Management And General$96,413ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,236,851TotalAmt
Management And General$7,236,851ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$45,443TotalAmt
Management And General$45,443ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,077,726TotalAmt
Management And General$1,077,726ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Total$2,138TotalAmt
Management And General$2,138ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,713,713TotalAmt
Program Services$5,100,000ProgramServicesAmt
Management And General$8,613,713ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$115,371BOYAmt
EOY$305,011EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,065,413BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,975BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$67,170,359BOYAmt
EOY$78,829,614EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$102,350,208BOYAmt
EOY$112,708,516EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$175,709,326BOYAmt
EOY$191,843,141EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$163,360BOYAmt
EOY$176,534EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,825,000BOYAmt
EOY$5,000,000EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$19,000,000BOYAmt
EOY$17,999,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,988,360BOYAmt
EOY$23,175,534EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$152,720,966BOYAmt
EOY$168,667,607EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$152,720,966BOYAmt
EOY$168,667,607EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$175,709,326BOYAmt
EOY$191,843,141EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$24,025,301ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$39,971,942NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FAMILY HEALTH INTERNATIONALBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN237413005EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$5,100,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$5,100,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
HEDGE FUND$60,434,398F
EQUITY INVESTMENTS$21,340,648F
FIXED INCOME$3,439,236F
PRIVATE EQUITY$23,931,487F
OTHER ALTERNATIVE INVESTMENTS$3,562,747F
FieldValueIRS element (for citing)
Total Book Value Securities$112,708,516TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$22,423,503TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$39,971,942NetUnrealizedGainsInvstAmt
Revenue Not Reported$39,971,942RevenueNotReportedAmt
Revenue Subtotal-$17,548,439RevenueSubtotalAmt
Investment Expenses Not Incld$7,236,851InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$7,236,851RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990-$10,311,588TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,476,862TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,476,862ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,236,851InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$7,236,851ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,713,713TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE US INTERNAL REVENUE CODE AND IS CLASSIFIED AS A NONPRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR INOCME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT EVALUATED THE TAX POSITIONS OF THE FOUNDATION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$29,653,304
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$8,020,178
SUB-SAHARAN AFRICA00INVESTMENTS$2,618,067
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$40,291,549SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$40,291,549TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES GAAP TO REPORT INVESTMENTS IN FOREIGN REGIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FAMILY HEALTH INTERNATIONALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1359 BLACKWELL ST 200AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27701ZIPCd
FieldValueIRS element (for citing)
Recipient EIN237413005RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$5,100,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS CHARTERED TO SUPPORT FAMILY HEALTH INTERNATIONAL (FHI 360). LEVELS OF SUPPORT ARE DETERMINED BY THE FOUNDATION'S TRUSTEES. THIS SUPPORT IS REFLECTED ON THE FINANCIAL STATEMENTS AS A CONTRIBUTION PAYABLE, AND IT IS ANTICIPATED TO BE SATISIFED IN CASH DURING THE UPCOMING YEAR.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRASIKA PADMAPERUMAPersonNm
TitleASSISTANT TREASURERTitleTxt
Base Compensation Filing Org$30,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$331,070CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$39,600DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$27,968NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$30,000TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$398,638TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THROUGH THEIR RIGHT TO APPOINT A MAJORITY OF THE TRUSTEES SERVING ON THE GOVERNING BOARD, FHI 360 HAS A RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE AND IS THEREFORE CONSIDERED A MEMBER FOR FORM 990, PART VI, SECTION A, LINE 6 REPORTING PURPOSES.
FORM 990, PART VI, SECTION A, LINE 7AFIVE OF THE EIGHT TRUSTEES OF THE FOUNDATION ARE APPOINTED BY THE BOARD OF DIRECTORS OF FAMILY HEALTH INTERNATIONAL (FHI 360), A 501(C)(3) NONPROFIT ORGANIZATION FOR WHICH THE FOUNDATION PROVIDES SUPPORT. THE FIVE TRUSTEES APPOINTED BY THE FHI 360 BOARD OF DIRECTORS APPOINT THREE ADDITIONAL TRUSTEES TO THE EIGHT MEMBER BOARD.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY THE FOUNDATION'S PUBLIC ACCOUNTING FIRM, RSM, BASED UPON INFORMATION PROVIDED BY THE FOUNDATION'S ASSISTANT TREASURER AND BY ITS LEGAL COUNSEL. AFTER APPROVAL BY THE ASSISTANT TREASURER AND BY THE LEGAL COUNSEL, COPIES ARE MADE AVAILABLE FOR REVIEW, COMMENTS, AND CORRECTION BY EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE FOUNDATION'S CONFLICTS OF INTEREST POLICY, ADOPTED BY THE BOARD OF TRUSTEES, IS APPLICABLE TO EACH TRUSTEE AND OFFICER (THE FOUNDATION DOES NOT HAVE EMPLOYEES). THE POLICY ADDRESSES PROCEDURES FOR ADDRESSING ANY CONFLICTS OF INTEREST THAT MAY ARISE. LEGAL COUNSEL IS NOTIFIED OF POTENTIAL OR ACTUAL CONFLICTS, AND ASSISTS IN ENSURING THAT THE PROCEDURES CONTAINED IN THE POLICY FOR ADDRESSING CONFLICTS ARE FOLLOWED. A FORM DISCLOSING ANY CONFLICTS OF INTEREST IS COMPLETED BY EVERY TRUSTEE AND OFFICER AT THE TIME OF APPOINTMENT. THESE CONFLICT OF INTEREST STATEMENTS ARE FILED WITH THE CHAIR OF THE BOARD. THE POLICY REQUIRES DISCLOSURE ON AN ONGOING BASIS OF ANY CONFLICTS AS THEY ARISE. ADDITIONALLY, EACH TRUSTEE AND OFFICER COMPLETES A DISCLOSURE STATEMENT TO BE FILED WITH THE CHAIR OF THE BOARD ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE FOUNDATION DOES NOT HAVE EMPLOYEES. MOST OF THE FOUNDATION'S FUNDS UNDER INVESTMENT MANAGEMENT ARE MANAGED BY INDEPENDENT PROFESSIONAL MANAGERS PURSUANT TO CONTRACTS APPROVED BY THE BOARD. THE BOARD COMPENSATES ITS ASSISTANT TREASURER AND ITS GENERAL COUNSEL/SECRETARY FOR THE DUTIES THE BOARD DELEGATES TO THEM. COMPENSATION FOR THESE PART-TIME SERVICES IS IN AMOUNTS APPROVED BY THE BOARD. TRUSTEES ARE COMPENSATED WITH AN HONORARIUM FOR ATTENDANCE AT BOARD MEETINGS. THE HONORARIUM RATE IS BASED UPON A SENIOR EXECUTIVE SERVICE RATE ESTABLISHED BY THE US GOVERNMENT.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION IS CHARTERED UNDER THE NONPROFIT CORPORATION ACT OF THE STATE OF NORTH CAROLINA. ITS CHARTER (ARTICLES OF INCORPORATION) IS AVAILABLE ONLINE THROUGH THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. ITS FORM 990, INCLUDING FINANCIAL STATEMENTS AND INFORMATION ON ITS CONFLICTS OF INTEREST POLICY, IS PROVIDED UPON REQUEST. FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART VII, SECTION A, COLUMN F:THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII AND NOT APPLYING THE $10,000 PER ITEM EXCEPTION FOR CERTAIN BENEFITS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FAMILY HEALTH INTERNATIONALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1359 BLACKWELL ST SUITE 200AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27701ZIPCd
FieldValueIRS element (for citing)
EIN237413005EIN
Primary ActivitiesGLOBAL HEALTH & DEVELOPMENTPrimaryActivitiesTxt
Legal Domicile StateNCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
FHI CLINICAL INC
359 BLACKWELL STDURHAMNC27701832853562CLINICAL RESEARCH ORGANIZATIONDEFAMILY HEALTH INTERNATIONAL (FHI 360)C0
FHI VENTURES INC
359 BLACKWELL STDURHAMNC27701823688587ACHIEVEMENT OF SOCIAL IMPACT THROUGH SUPPORT TO ENTREPRENEURSNCFAMILY HEALTH INTERNATIONAL (FHI 360)C0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd