2024-11-15T15:00:55-06:00 2023-12-31 453269313 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2023-01-01 954240775 THE MILKEN INSTITUTE MILK 3105704600 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 RICHARD DITIZIO CEO 3105704600 2024-11-15 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2024-11-15 2023 2024-10-15 13:58:12Z RICHARD DITIZIO 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 265711577 0 X WWW.MILKENINSTITUTE.ORG X 1989 CA TO ADVANCE SOLUTIONS THAT WIDEN ACCESS TO CAPITAL, CREATE JOBS AND IMPROVE HEALTH. 12 10 323 10 0 105933 252970179 216631673 1064153 2105115 19573125 45221999 126573 700667 273734030 264659454 1207928 50087825 0 0 37377371 48392628 682228 450000 10856106 53831949 51919271 93099476 150849724 180634554 113809730 1093462243 1237778532 77110984 117493359 1016351259 1120285173 X THE 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. 0 0 112741797 50087825 THE 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. 14560369 2105115 THE 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. 2303030 THE 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. 129605196 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 1 346 0 1 323 1 1 1 1 SN UK 0 0 0 1 1 0 0 0 0 0 0 X 12 10 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA DC WV WI X JOHN HUNTER 3105704622 1250 FOURTH ST 2ND FL SANTA MONICA CA 90401 RICHARD DITIZIO CHIEF EXECUTIVE OFFICER & PRESIDENT 40.00 0.00 X X 944689 0 71006 JOHN HUNTER COO & CFO 40.00 6.00 X 490307 0 86667 RACHEL GOSLINS EXEC DIRECTOR - MCAAD 40.00 0.00 X 498998 0 43561 ESTHER KROFAH EXECUTIVE VICE PRESIDENT 40.00 0.00 X 492503 0 38208 MARTHA MAZZONE GENERAL COUNSEL 40.00 0.00 X 477194 0 50561 SARAH SANDLER EXEC DIR-BUSINESS & PROG DEVELOPMENT 40.00 0.00 X 470464 0 43061 MELISSA STEVENS EXECUTIVE VICE PRESIDENT 40.00 0.00 X 491994 0 10797 MICHAEL L KLOWDEN EXECUTIVE VICE CHAIRMAN 40.00 5.30 X X 421461 0 70898 MICHAEL MILKEN CHAIRMAN 15.00 0.60 X X 0 0 0 RALPH FINERMAN TREASURER 2.00 5.00 X X 0 0 0 RICHARD SANDLER SECRETARY 2.00 5.00 X X 0 0 0 DR YVONNE CHAN DIRECTOR 0.30 0.00 X 0 0 0 MARIANO GUZMAN DIRECTOR 0.30 0.00 X 0 0 0 DR FREDA LEWIS-HALL DIRECTOR 0.30 0.00 X 0 0 0 GREGORY MILKEN DIRECTOR 0.30 0.00 X 0 0 0 LANCE MILKEN DIRECTOR 0.30 0.00 X 0 0 0 LORI MILKEN DIRECTOR 0.30 0.00 X 0 0 0 KNEELAND YOUNGBLOOD DIRECTOR 0.30 0.00 X 0 0 0 4287610 0 414759 127 0 1 0 THE JOHN AKRIDGE COMPANY 601 13TH STREET NW SUITE 300N WASHINGTON DC 20005 CONSTRUCTION AND PROPERTY MANAGEMENT 76738144 JAMES G DAVIS CONSTRUCTION CORPORATION 12530 PARKLAWN DRIVE ROCKVILLE MD 20852 CONSTRUCTION 17204885 VISION MATRIX PRODUCTIONS INC 5627 KANAN ROAD SUITE 620 AGOURA HILLS CA 91301 EVENT PRODUCTION 7187872 4WALL ENTERTAINMENT INC 3165 WEST SUNSET ROAD SUITE 100 LAS VEGAS NV 89118 ENTERTAINMENT & PRODUCTION 5010130 ROCKWELL ARCHITECTURE PLANNING AND DESIG UNION SQUARE WEST FL 8 NEW YORK NY 10003 ARCHITECTURE AND CONSTRUCTION 3140222 96 6146000 210485673 18375236 216631673 CONFERENCES 900099 2105115 2105115 2105115 37611676 37611676 700667 0 700667 700667 700667 7977978 367655 7610323 7610323 7610323 684468 6146000 684468 0 264659454 2105115 0 45922666 47117551 47117551 591096 591096 2379178 2379178 2085028 1659323 201208 224497 36951832 29407294 3565902 3978636 1358319 1080987 131080 146252 5441840 4330767 525145 585928 2555609 2033824 246620 275165 565726 565726 249077 249077 450000 450000 128071 128071 13383249 11008883 1334928 1039438 317285 317285 2160162 1719117 208458 232587 7642012 6081725 737465 822822 907065 721868 87532 97665 6394683 5089067 617095 688521 15749032 12533517 1519803 1695712 1641086 1306022 158367 176697 168901 134416 16299 18186 PRINTING & PUBLICATION 1621954 1621954 RESEARCH 511751 407265 49385 55101 FILING FEES 67022 53338 6468 7216 PROPERTY TAX 32702 26025 3156 3521 379493 301979 36637 40877 150849724 129605196 10388422 10856106 21703362 61094782 276023737 259589702 111547757 112114908 270499 0 7246778 23632738 572884008 15253525 427580651 557630483 69528799 46371253 165620238 156709843 13940422 20634823 1093462243 1237778532 19854344 67516373 30016306 57256640 19960680 77110984 117493359 X 1016351259 1120285173 1016351259 1120285173 1093462243 1237778532 X 113809730 -9773069 -102747 X X 0 1 X 1 0 X 123950653 121048896 289090736 252970179 216631673 1003692137 123950653 121048896 289090736 252970179 216631673 1003692137 210784354 792907783 6092027 8248329 17262209 19647154 38312343 89562062 155947 155947 1093410146 4592109 0.72520 0.71940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139993618 139993618 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 12000 12000 11000 35000 250000 250000 250000 250000 1000000 1500000 37322995 37322995 111818963 14440418 97378545 41260 38758 2502 1361153 774349 586804 422339637 422339637 557630483 156709843 C 156709843 X PART X, LINE 2: IN 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. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 16 PROGRAM SERVICES/INVESTEMETS FUNDING SUPPORT FOR MILKEN INSTITUTE ASIA CENTER PROGRAMATIC ACTIVITIES AND ASIA 9692107 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 11 PROGRAM SERVICES/INVESTMENTS FUNDING SUPPORT FOR MILKEN INSTITUTE EUROPE LIMITED PROGRAMATIC ACTIVITIES AND LONDON 4311603 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES FUNDING SUPPORT FOR MILKEN INSTITUTE PROGRAMS AND MENA SUMMIT 1551641 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES GRANTS TO RECIPIENTS 403320 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES GRANTS TO RECIPIENTS 157928 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES GRANTS TO RECIPIENTS 1817930 2 27 0 0 2 27 17934529 0 17934529 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 100964 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM MILKEN MOTSEPE PRIZE AWARD 90000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 5398 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 90000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, MILKEN MOTSEPE PRIZE AWARD 156964 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 90000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 1000964 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 20000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, MILKEN MOTSEPE PRIZE AWARD 300964 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM MILKEN MOTSEPE PRIZE AWARD 100964 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM MILKEN MOTSEPE PRIZE AWARD 90000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM MILKEN MOTSEPE PRIZE AWARD 9464 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM MILKEN MOTSEPE PRIZE AWARD 90964 WIRE PAYMENT 0 24 1 0 1 0 1 0 PART I, LINE 2: THE 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. X X X X 1 INTROSIGHT ADVISORS 136 10TH AVENUE 1 NEW YORK NY 10011 FUNDRAISING 0 0 450000 0 450000 CA AL AK AR CO CT FL GA HI IL KS KY MA MD ME MI MN NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA DC WV WI GLOBAL GOURMET GAMES DINNER 6830468 6146000 684468 180988 243580 94980 164920 6830468 6146000 684468 180988 243580 94980 164920 684468 0 1 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 136171197 501C3 4912044 0 BIPOLAR DISORDER RESEARCH THE BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501C3 9911455 0 BIPOLAR DISORDER RESEARCH YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501C3 4412049 0 BIPOLAR DISORDER RESEARCH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501C3 4412049 0 BIPOLAR DISORDER RESEARCH NEW YORK GENOME CENTER INC 101 AVENUE OF THE AMERICAS 7TH FLOOR NEW YORK NY 10013 800631734 501C3 4411628 0 BIPOLAR DISORDER RESEARCH UC REGENTS-UCLA 425 WESTWOOD PLAZA LOS ANGELES CA 90095 956006143 501C3 2212049 0 BIPOLAR DISORDER RESEARCH REGENTS OF THE UNIVERSITY OF MICHIGAN 5082 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 501C3 2212049 0 BIPOLAR DISORDER RESEARCH MAYO CLINIC PO BOX 4003 ROCHESTER NY 55903 416011702 501C3 2512049 0 BIPOLAR DISORDER RESEARCH PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 042103580 501C3 4412049 0 BIPOLAR DISORDER RESEARCH THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN STREET HOUSTON TX 77030 741761309 STATE GOVERNMENT 2212049 0 BIPOLAR DISORDER RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD N4327-B BALTIMORE MD 21211 520595110 501C3 2212049 0 BIPOLAR DISORDER RESEARCH THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 042312909 501C3 1381047 0 BIPOLAR DISORDER RESEARCH THE MCLEAN HOSPITAL CORPORATION 115 MILL STREET BELMONT MA 02478 042697981 501C3 993052 0 BIPOLAR DISORDER RESEARCH EGERIA CORPORATION - OPENGRANTS 705 GOLD LAKE DRIVE SUITE 250 FOLSOM CA 95630 832114678 320000 0 GRANT PLACEMENT ASSISTANCE FUNDTHROUGH USA INC 3730 KIRBY DRIVE SUITE 1200 HOUSTON TX 77098 815456910 120000 0 GRANT PLACEMENT ASSISTANCE BANYAN INFRASTRUCTURE CORPORATION 303 SECOND STREET 500N SAN FRANCISCO CA 94107 822449098 25000 0 SUSTAINABLE CAPITAL PROGRAM NEW HORIZONS TECHNOLOGIES 940 LEUTHOLD DRIVE FAIRBANKS AK 99712 931546641 20000 0 GREEN ENERGY GRANT GENH INC 306 BELLEVUE STREET WEST ROXBURY MA 02132 364906021 20000 0 GREEN ENERGY GRANT NOW MATTERS LLC 6013 MAIDEN LANE BETHESDA MD 20817 473165696 15000 0 SUSTAINABLE CAPITAL PROGRAM UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 362177139 501C3 50000 0 CHARITABLE DONATIONS ACTIONAID USA 1220 L ST NW - SUITE 725 WASHINGTON DC 20005 522277575 501C3 8068 0 CHARITABLE DONATIONS PROSTATE CANCER FOUNDATION 1250 4TH STREET 3RD FLOOR SANTA MONICA CA 90401 954418411 501C3 23780 0 CHARITABLE DONATIONS PEF ISRAEL ENDOWMENT FUND INC 630 THIRD AVENUE RM 1500 NEW YORK NY 10017 136104086 501C3 300000 0 CHARITABLE DONATIONS 21 4 TO SUPPORT HIGHER EDUCATION AND EXPENSES OF SELECTED MILKEN INSTITUTE SCHOLARS 124 248517 TO SUPPORT HIGHER EDUCATION AND EXPENSES OF SELECTED DEVELOPING MARKET 18 342579 PART I, LINE 2: GRANTS 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. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 RICHARD DITIZIO CHIEF EXECUTIVE OFFICER & PRESIDENT 643399 0 300000 0 1290 0 30000 0 41006 0 1015695 0 0 0 JOHN HUNTER COO & CFO 411497 0 75000 0 3810 0 30000 0 56667 0 576974 0 0 0 RACHEL GOSLINS EXEC DIRECTOR - MCAAD 438308 0 60000 0 690 0 23000 0 20561 0 542559 0 0 0 ESTHER KROFAH EXECUTIVE VICE PRESIDENT 392203 0 100000 0 300 0 22500 0 15708 0 530711 0 0 0 MARTHA MAZZONE GENERAL COUNSEL 415214 0 60000 0 1980 0 30000 0 20561 0 527755 0 0 0 SARAH SANDLER EXEC DIR-BUSINESS & PROG DEVELOPMENT 295164 0 175000 0 300 0 22500 0 20561 0 513525 0 0 0 MELISSA STEVENS EXECUTIVE VICE PRESIDENT 391544 0 100000 0 450 0 0 0 10797 0 502791 0 0 0 MICHAEL L KLOWDEN EXECUTIVE VICE CHAIRMAN 415281 0 0 0 6180 0 30000 0 40898 0 492359 0 0 0 PART I, LINE 7 EMPLOYEES WERE ELIGIBLE TO RECEIVE PERFORMANCE-BASED BONUSES. KEVIN KLOWDEN SON OF MICHAEL KLOWDEN, EXECUTIVE VICE CHAIRMAN 428000 KEVIN IS THE CHIEF GLOBAL STRATEGIST, CENTER FOR REGIONAL ECONOMICS & CALIFORNIA CENTER FOR THE MILKEN INSTITUTE 0 KATIE O'REILLY DAUGHTER IN LAW OF RICH DITIZIO, CEO & PRESIDENT 75000 KATIE WAS A KEY EMPLOYEE & HEAD OF BUSINESS DEVELOPMENT. SHE LEFT THE INSTITUTE IN JANUARY 2022. 0 X 10 15347128 FAIR MARKET VALUE X 1 3028108 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): NONCASH DONATIONS ARE LISTED BY TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 THE 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 8B THE 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 11B THE 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 12C AN 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 15 THE 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 19 THE 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. 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