STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE MILKEN INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE MILKEN INSTITUTE (EIN 95-4240775)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349317619
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)
Return2024-11-15T15:00:55-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453269313PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 S FLOWER STREET SUITE 3300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954240775EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILKEN INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILKBusinessNameControlTxt
Phone3105704600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 FOURTH STREET 2ND FLOORAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD DITIZIOPersonNm
Person TitleCEOPersonTitleTxt
Phone3105704600PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIZBETH G NEVAREZPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD DITIZIOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 FOURTH STREET 2ND FLOORAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$265,711,577GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MILKENINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO ADVANCE SOLUTIONS THAT WIDEN ACCESS TO CAPITAL, CREATE JOBS AND IMPROVE HEALTH.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee323TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$105,933NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$252,970,179PYContributionsGrantsAmt
CY Contributions Grants$216,631,673CYContributionsGrantsAmt
PY Program Service Revenue$1,064,153PYProgramServiceRevenueAmt
CY Program Service Revenue$2,105,115CYProgramServiceRevenueAmt
PY Investment Income$19,573,125PYInvestmentIncomeAmt
CY Investment Income$45,221,999CYInvestmentIncomeAmt
PY Other Revenue$126,573PYOtherRevenueAmt
CY Other Revenue$700,667CYOtherRevenueAmt
PY Total Revenue$273,734,030PYTotalRevenueAmt
CY Total Revenue$264,659,454CYTotalRevenueAmt
PY Grants And Similar Paid$1,207,928PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$50,087,825CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$37,377,371PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$48,392,628CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$682,228PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$450,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,856,106CYTotalFundraisingExpenseAmt
PY Other Expenses$53,831,949PYOtherExpensesAmt
CY Other Expenses$51,919,271CYOtherExpensesAmt
PY Total Expenses$93,099,476PYTotalExpensesAmt
CY Total Expenses$150,849,724CYTotalExpensesAmt
PY Revenues Less Expenses$180,634,554PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$113,809,730CYRevenuesLessExpensesAmt
Total Assets BOY$1,093,462,243TotalAssetsBOYAmt
Total Assets EOY$1,237,778,532TotalAssetsEOYAmt
Total Liabilities BOY$77,110,984TotalLiabilitiesBOYAmt
Total Liabilities EOY$117,493,359TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,016,351,259NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,120,285,173NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MILKEN INSTITUTE IS A NON-PROFIT, NONPARTISAN THINK TANK DETERMINED TO INCREASE GLOBAL PROSPERITY BY ADVANCING COLLABORATIVE SOLUTIONS THAT WIDEN ACCESS TO CAPITAL, CREATE JOBS, AND IMPROVE HEALTH. WE DO THIS THROUGH INDEPENDENT, DATA-DRIVE RESEARCH, ACTION-ORIENTED MEETINGS AND MEANINGFUL POLICY INITIATIVES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$112,741,797ExpenseAmt
Grant$50,087,825GrantAmt
DescTHE MILKEN INSTITUTE PURSUES ITS MISSION THROUGH A RANGE OF PROGRAMMATIC ACTIVITIES IN OUR CENTERS.MI HEALTH-FASTERCURES WORKS TO IMPROVE THE MEDICAL RESEARCH SYSTEM-- TO CLEAR ROADBLOCKS THAT PREVENT MEDICAL BREAKTHROUGHS FROM REACHING PATIENTS SOONER. ITS MISSION IS TO ACCELERATE THE PROGRESS OF DISCOVERY AND DEVELOPMENT OF MEDICAL SOLUTIONS THROUGH PROGRAMS THAT EDUCATE STAKEHOLDERS, AMPLIFY BEST PRACTICES, AND CREATE OPPORTUNITIES FOR LEADERS ACROSS SECTORS TO COME TOGETHER AND EFFECT CHANGE.THE MI FINANCE PROMOTES FINANCIAL MARKET UNDERSTANDING AND WORKS TO EXPAND ACCESS TO CAPITAL, STRENGTHEN - AND DEEPEN - FINANCIAL MARKETS, AND DEVELOP INNOVATIVE FINANCIAL SOLUTIONS TO THE MOST PRESSING GLOBAL CHALLENGES.THE MILKEN INSTITUTE ASIA CENTER, BASED IN SINGAPORE, ANALYZES THE DEMOGRAPHIC TRENDS, TRADE RELATIONSHIPS AND CAPITAL FLOWS THAT WILL DEFINE THE FUTURE. IT PROVIDES RESEARCH AND THOUGHT LEADERSHIP THAT CAN ASSIST GOVERNMENTS, INVESTORS AND INDUSTRY AS THE ASIAN CAPITAL MARKETS AND INDUSTRIES RAPIDLY EXPAND.MI HEALTH-PUBLIC HEALTH USES APPLIED RESEARCH, ECONOMICS, POLICY AND COMMUNICATIONS TO SOLVE PUBLIC HEALTH CHALLENGES. CPH REACHES OUT, CONVENES AND COLLABORATES WITH LIKE-MINDED INSTITUTIONS AND THOUGHT LEADERS IN BUSINESS, GOVERNMENT, PHILANTHROPY, EDUCATION AND THE MEDIA TO SHAPE SYSTEM-LEVEL SOLUTIONS TO THE WORLD'S MOST URGENT HEALTH CHALLENGES.THE MISSION OF MI HEALTH-FUTURE OF AGING IS TO IMPROVE LIVES AND STREGTHEN SOCIETIES BY PROMOTING HEALTHY, PRODUCTIVE AND PURPOSEFUL AGING.THE MI PHILANTHROPY WORKS TO MAXIMIZE RETURN ON PHILANTHROPIC INVESTMENT BY ENSURING THAT INNOVATION USED TO ADDRESS ONE SOCIAL ISSUE IS TRANSLATED TO ANOTHER, BEST PRACTICES AND METRICS GUIDE NEW AND EXISTING GIVING PROGRAMS, AND RESOURCES ARE INVESTED TO OPTIMIZE OUTCOMES.MILKEN SCHOLARS PROGRAM PROVIDES SCHOLARSHIP SUPPORT, EXTENSIVE TRAINING AND MENTORING TO COLLEGE STUDENTS WHO ARE GENERALLY OF MODEST TO MIDDLE INCOME AND ARE SELECTED AFTER A RIGOROUS PROCESS. THE PROGRAM WAS APPROVED AS A SCHOLARSHIP GRANTING PROGRAM BY THE INTERNAL REVENUE SERVICE WHILE IT WAS OPERATED BY MILKEN FAMILY FOUNDATION.BD2 WAS FOUNDED TO PROVIDE FUNDING TO SUPPORT ACADEMIC AND MEDICAL RESEARCHERS TO FURTHER LEARNING RELATED TO BIPOLAR DISORDER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,560,369ExpenseAmt
Revenue$2,105,115RevenueAmt
DescTHE MILKEN INSTITUTE ACTIVELY ENGAGES AND EDUCATES LEADERS IN BUSINESS, SEMINARS AND CONFERENCES RELATED TO ITS CHARITABLE PURPOSE. THESE INCLUDE: GLOBAL CONFERENCE, FUTURE OF HEALTH SUMMIT, ASIA SUMMIT, MIDDLE EAST AND AFRICA SUMMIT. THE SENIOR STAFF AND FELLOWS SPEAK REGULARLY AT EVENTS ACROSS THE UNITED STATES AND AROUND THE WORLD. THEY ARE AVAILABLE FOR SPEAKING AT CONFERENCES AND SEMINARS ON A VARIETY OF TOPICS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,303,030ExpenseAmt
DescTHE MILKEN INSTITUTE PURSUES ITS MISSION THROUGH APPLIED ECONOMIC RESEARCH AND PUBLISHES THE MILKEN INSTITUTE REVIEW - A QUARTERLY MAGAZINE THAT PROVIDES A FORUM FOR ANALYSIS AND COMMENTARY ON U.S. AND GLOBAL ECONOMIC POLICY AND PRACTICE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$129,605,196TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document346IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee323EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountrySNForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members12GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN HUNTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105704622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11250 FOURTH ST 2ND FLAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RICHARD DITIZIO
CHIEF EXECUTIVE OFFICER & PRESIDENT40.000.00Yes (X)Yes (X)$944,689$0$71,006
JOHN HUNTER
COO & CFO40.006.00Yes (X)$490,307$0$86,667
RACHEL GOSLINS
EXEC DIRECTOR - MCAAD40.000.00$498,998$0$43,561Yes (X)
ESTHER KROFAH
EXECUTIVE VICE PRESIDENT40.000.00$492,503$0$38,208Yes (X)
MARTHA MAZZONE
GENERAL COUNSEL40.000.00$477,194$0$50,561Yes (X)
SARAH SANDLER
EXEC DIR-BUSINESS & PROG DEVELOPMENT40.000.00$470,464$0$43,061Yes (X)
MELISSA STEVENS
EXECUTIVE VICE PRESIDENT40.000.00$491,994$0$10,797Yes (X)
MICHAEL L KLOWDEN
EXECUTIVE VICE CHAIRMAN40.005.30Yes (X)Yes (X)$421,461$0$70,898
MICHAEL MILKEN
CHAIRMAN15.000.60Yes (X)Yes (X)$0$0$0
RALPH FINERMAN
TREASURER2.005.00Yes (X)Yes (X)$0$0$0
RICHARD SANDLER
SECRETARY2.005.00Yes (X)Yes (X)$0$0$0
DR YVONNE CHAN
DIRECTOR0.300.00Yes (X)$0$0$0
MARIANO GUZMAN
DIRECTOR0.300.00Yes (X)$0$0$0
DR FREDA LEWIS-HALL
DIRECTOR0.300.00Yes (X)$0$0$0
GREGORY MILKEN
DIRECTOR0.300.00Yes (X)$0$0$0
LANCE MILKEN
DIRECTOR0.300.00Yes (X)$0$0$0
LORI MILKEN
DIRECTOR0.300.00Yes (X)$0$0$0
KNEELAND YOUNGBLOOD
DIRECTOR0.300.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,287,610TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$414,759TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K127IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE JOHN AKRIDGE COMPANY
601 13TH STREET NW SUITE 300NWASHINGTONDC20005CONSTRUCTION AND PROPERTY MANAGEMENT$76,738,144
JAMES G DAVIS CONSTRUCTION CORPORATION
12530 PARKLAWN DRIVEROCKVILLEMD20852CONSTRUCTION$17,204,885
VISION MATRIX PRODUCTIONS INC
5627 KANAN ROAD SUITE 620AGOURA HILLSCA91301EVENT PRODUCTION$7,187,872
4WALL ENTERTAINMENT INC
3165 WEST SUNSET ROAD SUITE 100LAS VEGASNV89118ENTERTAINMENT & PRODUCTION$5,010,130
ROCKWELL ARCHITECTURE PLANNING AND DESIG
UNION SQUARE WEST FL 8NEW YORKNY10003ARCHITECTURE AND CONSTRUCTION$3,140,222
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K96CntrctRcvdGreaterThan100KCnt
Fundraising$6,146,000FundraisingAmt
All Other Contributions$210,485,673AllOtherContributionsAmt
Noncash Contributions$18,375,236NoncashContributionsAmt
Total Contributions$216,631,673TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCONFERENCESDesc
Business900099BusinessCd
Total Revenue Column$2,105,115TotalRevenueColumnAmt
Related Or Exempt Func Income$2,105,115RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,105,115TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,611,676TotalRevenueColumnAmt
Exclusion$37,611,676ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$700,667RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$700,667RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$700,667TotalRevenueColumnAmt
Exclusion$700,667ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,977,978SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$367,655SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,610,323SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,610,323TotalRevenueColumnAmt
Exclusion$7,610,323ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$684,468FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,146,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$684,468FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$264,659,454TotalRevenueColumnAmt
Related Or Exempt Func Income$2,105,115RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,922,666ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$47,117,551TotalAmt
Program Services$47,117,551ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$591,096TotalAmt
Program Services$591,096ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$2,379,178TotalAmt
Program Services$2,379,178ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,085,028TotalAmt
Program Services$1,659,323ProgramServicesAmt
Management And General$201,208ManagementAndGeneralAmt
Fundraising$224,497FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,951,832TotalAmt
Program Services$29,407,294ProgramServicesAmt
Management And General$3,565,902ManagementAndGeneralAmt
Fundraising$3,978,636FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,358,319TotalAmt
Program Services$1,080,987ProgramServicesAmt
Management And General$131,080ManagementAndGeneralAmt
Fundraising$146,252FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,441,840TotalAmt
Program Services$4,330,767ProgramServicesAmt
Management And General$525,145ManagementAndGeneralAmt
Fundraising$585,928FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,555,609TotalAmt
Program Services$2,033,824ProgramServicesAmt
Management And General$246,620ManagementAndGeneralAmt
Fundraising$275,165FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$565,726TotalAmt
Management And General$565,726ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$249,077TotalAmt
Management And General$249,077ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$450,000TotalAmt
Fundraising$450,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$128,071TotalAmt
Management And General$128,071ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,383,249TotalAmt
Program Services$11,008,883ProgramServicesAmt
Management And General$1,334,928ManagementAndGeneralAmt
Fundraising$1,039,438FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$317,285TotalAmt
Fundraising$317,285FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,160,162TotalAmt
Program Services$1,719,117ProgramServicesAmt
Management And General$208,458ManagementAndGeneralAmt
Fundraising$232,587FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,642,012TotalAmt
Program Services$6,081,725ProgramServicesAmt
Management And General$737,465ManagementAndGeneralAmt
Fundraising$822,822FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$907,065TotalAmt
Program Services$721,868ProgramServicesAmt
Management And General$87,532ManagementAndGeneralAmt
Fundraising$97,665FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,394,683TotalAmt
Program Services$5,089,067ProgramServicesAmt
Management And General$617,095ManagementAndGeneralAmt
Fundraising$688,521FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,749,032TotalAmt
Program Services$12,533,517ProgramServicesAmt
Management And General$1,519,803ManagementAndGeneralAmt
Fundraising$1,695,712FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,641,086TotalAmt
Program Services$1,306,022ProgramServicesAmt
Management And General$158,367ManagementAndGeneralAmt
Fundraising$176,697FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$168,901TotalAmt
Program Services$134,416ProgramServicesAmt
Management And General$16,299ManagementAndGeneralAmt
Fundraising$18,186FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & PUBLICATION$1,621,954$1,621,954
RESEARCH$511,751$407,265$49,385$55,101
FILING FEES$67,022$53,338$6,468$7,216
PROPERTY TAX$32,702$26,025$3,156$3,521

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$379,493TotalAmt
Program Services$301,979ProgramServicesAmt
Management And General$36,637ManagementAndGeneralAmt
Fundraising$40,877FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$150,849,724TotalAmt
Program Services$129,605,196ProgramServicesAmt
Management And General$10,388,422ManagementAndGeneralAmt
Fundraising$10,856,106FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,703,362BOYAmt
EOY$61,094,782EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$276,023,737BOYAmt
EOY$259,589,702EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$111,547,757BOYAmt
EOY$112,114,908EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$270,499BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,246,778BOYAmt
EOY$23,632,738EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$572,884,008LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$15,253,525LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$427,580,651BOYAmt
EOY$557,630,483EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$69,528,799BOYAmt
EOY$46,371,253EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$165,620,238BOYAmt
EOY$156,709,843EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,940,422BOYAmt
EOY$20,634,823EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,093,462,243BOYAmt
EOY$1,237,778,532EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,854,344BOYAmt
EOY$67,516,373EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$30,016,306EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,256,640BOYAmt
EOY$19,960,680EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$77,110,984BOYAmt
EOY$117,493,359EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,016,351,259BOYAmt
EOY$1,120,285,173EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,016,351,259BOYAmt
EOY$1,120,285,173EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,093,462,243BOYAmt
EOY$1,237,778,532EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$113,809,730ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,773,069NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$102,747OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,950,653CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,048,896CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,090,736CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$252,970,179CurrentTaxYearMinus1YearAmt
Current Tax Year$216,631,673CurrentTaxYearAmt
Total$1,003,692,137TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,950,653CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$121,048,896CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$289,090,736CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$252,970,179CurrentTaxYearMinus1YearAmt
Current Tax Year$216,631,673CurrentTaxYearAmt
Total$1,003,692,137TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$210,784,354SubstantialContributorsTotAmt
Public Support Total170$792,907,783PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,092,027CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,248,329CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,262,209CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,647,154CurrentTaxYearMinus1YearAmt
Current Tax Year$38,312,343CurrentTaxYearAmt
Total$89,562,062TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$155,947CurrentTaxYearMinus4YearsAmt
Total$155,947TotalAmt
FieldValueIRS element (for citing)
Total Support$1,093,410,146TotalSupportAmt
Gross Receipts Rltd Activities$4,592,109GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72520PublicSupportCY170Pct
Public Support PY1700.71940PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$139,993,618FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$139,993,618FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$12,000CurrentYearMinus3Amt
Current Year Minus2$12,000CurrentYearMinus2Amt
Current Year Minus1$11,000CurrentYearMinus1Amt
Total$35,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,322,995OtherCostOrOtherBasisAmt
Book Value$37,322,995BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$111,818,963OtherCostOrOtherBasisAmt
Depreciation$14,440,418DepreciationAmt
Book Value$97,378,545BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,260OtherCostOrOtherBasisAmt
Depreciation$38,758DepreciationAmt
Book Value$2,502BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,361,153OtherCostOrOtherBasisAmt
Depreciation$774,349DepreciationAmt
Book Value$586,804BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$422,339,637OtherCostOrOtherBasisAmt
Book Value$422,339,637BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$557,630,483TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$156,709,843BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$156,709,843TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationIN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB'S) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, THE ASSOCIATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,116PROGRAM SERVICES/INVESTEMETSFUNDING SUPPORT FOR MILKEN INSTITUTE ASIA CENTER PROGRAMATIC ACTIVITIES AND ASIA$9,692,107
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM111PROGRAM SERVICES/INVESTMENTSFUNDING SUPPORT FOR MILKEN INSTITUTE EUROPE LIMITED PROGRAMATIC ACTIVITIES AND LONDON$4,311,603
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,00PROGRAM SERVICESFUNDING SUPPORT FOR MILKEN INSTITUTE PROGRAMS AND MENA SUMMIT$1,551,641
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESGRANTS TO RECIPIENTS$403,320
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,00PROGRAM SERVICESGRANTS TO RECIPIENTS$157,928
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00PROGRAM SERVICESGRANTS TO RECIPIENTS$1,817,930
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees27SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee27TotalEmployeeCnt
Subtotal Spent$17,934,529SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$17,934,529TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (24 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$100,964WIRE PAYMENT$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMMILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMMILKEN MOTSEPE PRIZE AWARD$90,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$5,398WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$90,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,MILKEN MOTSEPE PRIZE AWARD$156,964WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$90,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$1,000,964WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$20,000WIRE PAYMENT$0
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,MILKEN MOTSEPE PRIZE AWARD$300,964WIRE PAYMENT$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMMILKEN MOTSEPE PRIZE AWARD$100,964WIRE PAYMENT$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMMILKEN MOTSEPE PRIZE AWARD$90,000WIRE PAYMENT$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMMILKEN MOTSEPE PRIZE AWARD$9,464WIRE PAYMENT$0
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMMILKEN MOTSEPE PRIZE AWARD$90,964WIRE PAYMENT$0
FieldValueIRS element (for citing)
Total Other Org24TotalOtherOrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE GRANTEES' ARE INDIVIDUALLY ASSESSED BY THE MILKEN INSTITUTE TEAM TO DETERMINE COMPLIANCE WITH TERMS AND CONDITIONS OF AWARDS. ALL AWARDS ARE THE RESULT OF THE MILKEN INSTITUTE MOTSEPE PRIZE FOR INNOVATION IN AFRICA.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1INTROSIGHT ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 10TH AVENUE 1AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$450,000RetainedByContractorAmt
Net To Organization$0NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$450,000TotalRetainedByContractorsAmt
Licensed StatesCALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GLOBAL GOURMET GAMES DINNEREvent1Nm
Gross Receipts Event1$6,830,468GrossReceiptsEvent1Amt
Charitable Contri Event1$6,146,000CharitableContriEvent1Amt
Gross Revenue Event1$684,468GrossRevenueEvent1Amt
Rent Facility Costs Event1$180,988RentFacilityCostsEvent1Amt
Food And Beverage Event1$243,580FoodAndBeverageEvent1Amt
Entertainment Event1$94,980EntertainmentEvent1Amt
Other Direct Expenses Event1$164,920OtherDirectExpensesEvent1Amt
Gross Receipts Total$6,830,468GrossReceiptsTotalAmt
Charitable Contributions Tot$6,146,000CharitableContributionsTotAmt
Gross Revenue Total Events$684,468GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$180,988RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$243,580FoodAndBeverageTotalEventsAmt
Entertainment Total Events$94,980EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$164,920OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$684,468DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACENEW YORKNY10029136171197501C3$4,912,044$0BIPOLAR DISORDER RESEARCH
THE BROAD INSTITUTE INC
415 MAIN STREETCAMBRIDGEMA02142263428781501C3$9,911,455$0BIPOLAR DISORDER RESEARCH
YALE UNIVERSITY
2 WHITNEY AVENUE 6TH FLOORNEW HAVENCT06510060646973501C3$4,412,049$0BIPOLAR DISORDER RESEARCH
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY MAIL CODE 8838REDWOOD CITYCA94063941156365501C3$4,412,049$0BIPOLAR DISORDER RESEARCH
NEW YORK GENOME CENTER INC
101 AVENUE OF THE AMERICAS 7THNEW YORKNY10013800631734501C3$4,411,628$0BIPOLAR DISORDER RESEARCHFLOOR
UC REGENTS-UCLA
425 WESTWOOD PLAZALOS ANGELESCA90095956006143501C3$2,212,049$0BIPOLAR DISORDER RESEARCH
REGENTS OF THE UNIVERSITY OF MICHIGAN
5082 WOLVERINE TOWER 3003 SOUTHANN ARBORMI48109386006309501C3$2,212,049$0BIPOLAR DISORDER RESEARCHSTATE STREET
MAYO CLINIC
PO BOX 4003ROCHESTERNY55903416011702501C3$2,512,049$0BIPOLAR DISORDER RESEARCH
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE 2ND FLOORCAMBRIDGEMA02138042103580501C3$4,412,049$0BIPOLAR DISORDER RESEARCH
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
7000 FANNIN STREETHOUSTONTX77030741761309STATE GOVERNMENT$2,212,049$0BIPOLAR DISORDER RESEARCH
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD N4327-BBALTIMOREMD21211520595110501C3$2,212,049$0BIPOLAR DISORDER RESEARCH
THE BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA02115042312909501C3$1,381,047$0BIPOLAR DISORDER RESEARCH
THE MCLEAN HOSPITAL CORPORATION
115 MILL STREETBELMONTMA02478042697981501C3$993,052$0BIPOLAR DISORDER RESEARCH
EGERIA CORPORATION - OPENGRANTS
705 GOLD LAKE DRIVE SUITE 250FOLSOMCA95630832114678$320,000$0GRANT PLACEMENT ASSISTANCE
FUNDTHROUGH USA INC
3730 KIRBY DRIVE SUITE 1200HOUSTONTX77098815456910$120,000$0GRANT PLACEMENT ASSISTANCE
BANYAN INFRASTRUCTURE CORPORATION
303 SECOND STREET 500NSAN FRANCISCOCA94107822449098$25,000$0SUSTAINABLE CAPITAL PROGRAM
NEW HORIZONS TECHNOLOGIES
940 LEUTHOLD DRIVEFAIRBANKSAK99712931546641$20,000$0GREEN ENERGY GRANT
GENH INC
306 BELLEVUE STREETWEST ROXBURYMA02132364906021$20,000$0GREEN ENERGY GRANT
NOW MATTERS LLC
6013 MAIDEN LANEBETHESDAMD20817473165696$15,000$0SUSTAINABLE CAPITAL PROGRAM
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637362177139501C3$50,000$0CHARITABLE DONATIONS
ACTIONAID USA
1220 L ST NW - SUITE 725WASHINGTONDC20005522277575501C3$8,068$0CHARITABLE DONATIONS
PROSTATE CANCER FOUNDATION
1250 4TH STREET 3RD FLOORSANTA MONICACA90401954418411501C3$23,780$0CHARITABLE DONATIONS
PEF ISRAEL ENDOWMENT FUND INC
630 THIRD AVENUE RM 1500NEW YORKNY10017136104086501C3$300,000$0CHARITABLE DONATIONS
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
TO SUPPORT HIGHER EDUCATION AND EXPENSES OF SELECTED MILKEN INSTITUTE SCHOLARS124$248,517
TO SUPPORT HIGHER EDUCATION AND EXPENSES OF SELECTED DEVELOPING MARKET18$342,579

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE PROVIDED TO OTHER PUBLIC CHARITIES THAT THE MILKEN INSTITUTE HAS BUILT STRONG RELATIONSHIPS WITH THAT SUPPORT GROWTH, INNOVATION, AND MEDICAL RESEARCH. ALL ENTITIES PROVIDE A PROPOSAL TO THE MILKEN INSTITUTE THAT DEMONSTRATES HOW THE FUNDS WILL HELP IMPROVE SOCIAL AND ECONOMIC CONDITIONS OF PEOPLE WITHIN THE UNITED STATES AND AROUND THE WORLD. FUNDS PROVIDED ARE ONLY TO BE USED FOR THE PROPOSED PURPOSE, AND THE MILKEN INSTITUTE DOES FOLLOW UP WITH RECIPIENTS TO ENSURE PROPER USAGE OF THE FUNDS AND ASSESS IMPACT. THE MILKEN SCHOLARS PROGRAM VERIFIES THE FOLLOWING BEFORE EACH OF THE FOUR ANNUAL DISBURSEMENTS ($2,000.00): MAINTENANCE OF A YEARLY AND CUMULATIVE 3.0 GRADE POINT AVERAGE, CONTINUED FULL-TIME MATRICULATION AT FOUR-YEAR COLLEGE OR UNIVERSITY AND CONTINUED PARTICIPATION IN THE PROGRAM. FOLLOWING THE SPRING SEMESTER, WE REQUEST TRANSCRIPTS FROM EVERY RECIPIENT TO VERIFY THAT ACADEMIC REQUIREMENTS CONTINUE TO BE MET. IN OUR INITIAL AGREEMENT LETTER AND IN EVERY LETTER ACCOMPANYING SUBSEQUENT DISBURSEMENTS, RECIPIENTS ARE ADVISED THAT FUNDS MAY ONLY BE USED FOR QUALIFIED TUITION AND SCHOOL-RELATED EXPENSES PERTAINING TO THEIR COLLEGE OR UNIVERSITY EDUCATION. THE FINAL PORTION OF THE GRANT ($2,000.00) MAY BE REQUESTED BY THE RECIPIENT FOR UP TO TEN YEARS FOLLOWING GRADUATION AND USED TO FURTHER EDUCATIONAL OR CAREER ADVANCEMENT. FOR A REQUEST TO BE APPROVED, THE MILKEN SCHOLARS PROGRAM REQUIRES AN EXPLICIT DESCRIPTION OF THE INTENDED USE, THAT THIS INTENDED USE IS FOR SCHOOL-RELATED OR DIRECT PROFESSIONAL DEVELOPMENT EXPENSES, AND RECEIPTS ARE PROVIDED DOCUMENTING ALL EXPENSES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RICHARD DITIZIO
CHIEF EXECUTIVE OFFICER & PRESIDENT$643,399$0$300,000$0$1,290$0$30,000$0$41,006$0$1,015,695$0$0$0
JOHN HUNTER
COO & CFO$411,497$0$75,000$0$3,810$0$30,000$0$56,667$0$576,974$0$0$0
RACHEL GOSLINS
EXEC DIRECTOR - MCAAD$438,308$0$60,000$0$690$0$23,000$0$20,561$0$542,559$0$0$0
ESTHER KROFAH
EXECUTIVE VICE PRESIDENT$392,203$0$100,000$0$300$0$22,500$0$15,708$0$530,711$0$0$0
MARTHA MAZZONE
GENERAL COUNSEL$415,214$0$60,000$0$1,980$0$30,000$0$20,561$0$527,755$0$0$0
SARAH SANDLER
EXEC DIR-BUSINESS & PROG DEVELOPMENT$295,164$0$175,000$0$300$0$22,500$0$20,561$0$513,525$0$0$0
MELISSA STEVENS
EXECUTIVE VICE PRESIDENT$391,544$0$100,000$0$450$0$0$0$10,797$0$502,791$0$0$0
MICHAEL L KLOWDEN
EXECUTIVE VICE CHAIRMAN$415,281$0$0$0$6,180$0$30,000$0$40,898$0$492,359$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationEMPLOYEES WERE ELIGIBLE TO RECEIVE PERFORMANCE-BASED BONUSES.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
KEVIN KLOWDEN
SON OF MICHAEL KLOWDEN, EXECUTIVE VICE CHAIRMAN$428,000KEVIN IS THE CHIEF GLOBAL STRATEGIST, CENTER FOR REGIONAL ECONOMICS & CALIFORNIA CENTER FOR THE MILKEN INSTITUTE0
KATIE O'REILLY
DAUGHTER IN LAW OF RICH DITIZIO, CEO & PRESIDENT$75,000KATIE WAS A KEY EMPLOYEE & HEAD OF BUSINESS DEVELOPMENT. SHE LEFT THE INSTITUTE IN JANUARY 2022.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$15,347,128NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,028,108NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNONCASH DONATIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING BOARD MEMBERS HAVE FAMILY RELATIONSHIPS: MICHAEL MILKEN, LORI MILKEN, GREGORY MILKEN, AND LANCE MILKEN. KATIE O'REILLY, A KEY EMPLOYEE AND HEAD OF BUSINESS DEVELOPMENT, AND RICH DITIZIO, CEO & PRESIDENT, HAVE FAMILY A RELATIONSHIP. RICHARD SANDLER AND RALPH FINERMAN, BOTH DIRECTORS, HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER, AND WITH MICHAEL, LORI, GREGORY AND LANCE MILKEN.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORIZATION TO ACT ON BEHALF OF THE BOARD, THEREFORE THIS QUESTION IS NOT APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 11BTHE CFO AND THE TREASURER REVIEW THE RETURN IN DETAIL AND HAVE THE ABILITY TO ASK THE PREPARERS ANY QUESTIONS OR MAKE ANY CHANGES DEEMED NECESSARY. AFTER AN ADDITIONAL REVIEW BY THE CEO, THE FINAL VERSION OF THE FORM 990 IS EMAILED TO ALL THE BOARD MEMBERS BEFORE IT IS ULTIMATELY SIGNED AND ELECTRONICALLY FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CAN ANNUAL DISCLOSURE QUESTIONNAIRE FOR IDENTIFYING CONFLICTS IS CIRCULATED TO ALL THE BOARD MEMBERS TO REVIEW, COMPLETE AND SIGN. IF A POTENTIAL CONFLICT OF INTEREST ARISES, ALL DETAILS REGARDING THE POTENTIAL CONFLICT ARE DISCLOSED TO THE BOARD. THE BOARD, EXCLUDING ANY INTERESTED PERSON, WILL REVIEW THE CONFLICT AND, IN CONJUNCTION WITH THE MANAGEMENT, MAKE A DECISION ON HOW BEST TO PROCEED BASED ON THE BEST INTEREST OF THE INSTITUTE.
FORM 990, PART VI, SECTION B, LINE 15THE CEO ANNUALLY PROVIDES THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS A DETAILED REPORT OF ALL COMPENSATION ADJUSTMENTS, INCLUDING THE ADJUSTMENTS FOR THE INSTITUTE'S OFFICERS AND SENIOR EMPLOYEES. DURING THEIR REVIEW, THE MEMBERS OF THE COMMITTEE INQUIRE ABOUT THE BASIS FOR ALL COMPENSATION DETERMINATIONS, INCLUDING INDIVIDUAL AND ENTERPRISE PERFORMANCE AND AVAILABLE COMPARABILITY DATA FOR SIMILARLY SITUATED NONPROFIT INSTITUTIONS. THE COMPENSATION COMMITTEE, EXCLUDING THE CEO, DISCUSSES AND APPROVES ANY ADJUSTMENTS TO THE CEO'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ENTITY'S PLACE OF BUSINESS AND UPON REQUEST.
FORM 990, PART XI, LINE 9:BAD DEBT -21,443. GRANT ACCRUAL ADJUSTMENT -81,304.
FORM 990, PART XII, LINE 2C:NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MILKEN CENTER FOR ADVANCING THE AMERICAN DREAM LLC
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401475578327DC BUILDING AND MCAAD OPERATIONSDC$81,539,874$653,612,513THE MILKEN INSTITUTE
FOTP LLC
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401465642128TO OWN 1503-1505 PENNSYLVANIA AVE NWDC$0$0THE MILKEN INSTITUTE
BD2 LLC
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401352760427CHARITABLE SUPPORT FOR BIPOLAR DISORDERDE$3,625,488$97,864,672THE MILKEN INSTITUTE

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
FMF REALTY CORP
1250 FOURTH STREET 2ND FLOORSANTA MONICACA90401954377364PROPERTY TITLE HOLDING COMPANYCA501(C)(25)N/AN/A0
MELANOMA RESEARCH ALLIANCE FOUNDATION
730 15TH ST NW 4TH FLOORWASHINGTONDC20005261636099SUPPORT FOR RESEARCHDC501(C)(3)509(A)(3), TYPE 1N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndForeign PostalForeignAddress/ForeignPostalCd
MILKEN INSTITUTE ASIA CENTER
8 MARINA VIEW 15-05 ASIA SQUARE TOSINGAPORESNFUNDRAISING & PROGRAM ACTIVITIESSNTHE MILKEN INSTITUTEC$888,860$1,769,1091.000000
MILKEN EUROPE LIMITED
23 SAVILE ROWLONDONUKFUNDRAISING & PROGRAM ACTIVITIESUKTHE MILKEN INSTITUTEC$101,093$428,7771.000000W1S 2ET
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd