2022-11-12T11:41:05-06:00 2021-12-31 221478099 COHNREZNICK LLP 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2021-01-01 311580204 BILL HILLARY & CHELSEA CLINTON FOUNDATION BILL 5013566228 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 KATRINA OWOH CFO 5013566228 2022-11-15 1 KATRINA OWOH XXX-XX-XXXX LORI ROTHE YOKOBOSKY CPA P01273422 2122970400 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KEVIN THURM 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 130451602 0 X WWW.CLINTONFOUNDATION.ORG X 1997 AR SEE SCHEDULE O. 9 8 232 150 4067534 1590278 16326750 24356882 803287 942385 11336466 40706497 486681 341343 28953184 66347107 4160430 1143317 0 0 20686496 20548823 63000 204000 3603039 14627309 13253873 39537235 35150013 -10584051 31197094 328318812 353185170 4919409 4753464 323399403 348431706 X THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION WORKS WITH PARTNERS ACROSS THE UNITED STATES AND AROUND THE WORLD TO CREATE ECONOMIC OPPORTUNITY, IMPROVE PUBLIC HEALTH, AND INSPIRE CIVIC ENGAGEMENT AND SERVICE. 0 0 10898100 10000 536781 CLINTON PRESIDENTAL CENTER (SEE SCHEDULE O FOR FURTHER DETAILS) 6447707 710000 329010 CLINTON GLOBAL INITIATIVE (ACTION NETWORK AND CGI U) (SEE SCHEDULE O FOR FURTHER DETAILS) 2557838 32067 3450 TOO SMALL TO FAIL (SEE SCHEDULE O FOR FURTHER DETAILS) 5330544 391250 84752 THE CLINTON CLIMATE INITIATIVE ("CCI") COLLABORATES WITH GOVERNMENTS AND PARTNERS TO INCREASE THE RESILIENCY OF COMMUNITIES FACING CLIMATE CHANGE BY CREATING AND IMPLEMENTING REPLICABLE AND SUSTAINABLE MODELS. CCI'S APPROACH UNITES A WIDE RANGE OF PARTNERS TO FACILITATE RENEWABLE ENERGY PROJECTS, ADDRESSING MAJOR SOURCES OF GREENHOUSE GAS EMISSIONS WHILE ALSO SAVING MONEY FOR INDIVIDUALS, COMMUNITIES AND GOVERNMENTS AND HELPING TO GROW ECONOMIES. CCI ALSO BRINGS HUNDREDS OF PROFESSIONAL WOMEN TOGETHER THROUGH THE WIRE NETWORK, WHICH SUPPORTS FEMALE LEADERSHIP IN THE ENERGY SECTOR IN ISLAND NATIONS IN THE CARIBBEAN AND AFRICA. IN 2021, THE CCI SUPPORTED NEW PROJECTS INCLUDING ASSISTANCE FOR SOLAR PROJECTS IN THE BAHAMAS; GLOBAL, VIRTUAL TRAINING COURSES ON FLOATING SOLAR PHOTOVOLTAIC SYSTEMS; AND CONTINUED SUPPORT OF THE WOMEN IN RENEWABLE ENERGY NETWORK WHICH MET VIRTUALLY WITH CHELSEA CLINTON TO DISCUSS SOLUTIONS FOR MAINSTREAMING EQUITABLE, GENDER-BASED APPROACHES TO CLIMATE ACTION. THROUGH 2021, 71 MILLION WATTS OF CLEAN ENERGY HAVE BEEN PROVIDED THROUGH PROJECTS FACILITATED BY CCI IN SMALL ISLAND NATIONS.CITATIONS:HTTPS://WWW.CLINTONFOUNDATION.ORG/WP-CONTENT/UPLOADS/2022/06/CF-IMPACT-REPORT-2022.PDFTHE CLINTON DEVELOPMENT INITIATIVE ("CDI") CREATED THE COMMUNITY AGRIBUSINESS ("CAB") APPROACH WHICH GROUPS FARMERS TOGETHER TO COLLECTIVELY INCREASE THE QUANTITY, QUALITY, AND CONSISTENCY OF THEIR PRODUCTION WHILE ALSO IMPROVING THEIR ACCESS TO RESOURCES AND INPUTS TO ADDRESS CHALLENGES FARMERS FACE, AND OPEN AGRIBUSINESS OPPORTUNITIES. THROUGH CAB IN MALAWI, TANZANIA, AND RWANDA, CDI PERFORMS OUTREACH TO FARMING COMMUNITIES TO INCREASE ACCESS AND HELP THEM PARTICIPATE EQUITABLY WITH LOCAL MARKETS AND FINANCIAL INSTITUTIONS. IN 2021, CDI CONTINUED TO SUPPORT NETWORKS OF FARMERS, WHILE ALSO INCREASING ACCESS TO BANKS AND FINANCIAL INDEPENDENCE, IMPROVING WAGES, AND INCREASING WOMEN'S PARTICIPATION IN COMMUNITY AGRIBUSINESS. THROUGH A STRATEGIC PARTNERSHIP FORMED WITH THE TANZANIA AGRICULTURAL DEVELOPMENT BANK IN 2021, FARMERS IN TANZANIA ARE RECEIVING UP TO $500,000 IN LOANS TO SUPPORT THE DEVELOPMENT OF THE SOYBEAN SUPPLY CHAIN. THROUGH 2021, CDI HAS SUPPORTED MORE THAN 160,000 FARMERS IN RWANDA, TANZANIA, AND MALAWI.CITATIONS:HTTPS://WWW.CLINTONFOUNDATION.ORG/PRESS-AND-NEWS/CLINTON-DEVELOPMENT-INITIATIVE/TANZANIA-AGRICULTURAL-DEVELOPMENT-BANK-TADB-PARTNERS-WITH-CLINTON-DEVELOPMENT-INITIATIVE-TO-PROVIDE-USD-500000-CATALYTIC-FINANCE-TO-ACMOS-FOR-SOYBEAN-VALUE-CHAIN-IN-IRINGA-REGION/ HTTPS://WWW.CLINTONFOUNDATION.ORG/WP-CONTENT/UPLOADS/2022/06/CF-IMPACT-REPORT-2022.PDFTHE CLINTON FOUNDATION'S OVERDOSE RESPONSE NETWORK (ORN") WORKS ADDRESS THE OVERDOSE CRISIS BY INCREASING EDUCATION AND AWARENESS TO DECREASE STIGMA AND CURB ADDICTION, WHILE PROVIDING COMMUNITIES WITH THE TOOLS THEY NEED TO COMBAT THE EPIDEMIC AND SAVE LIVES. IN 2021, ORN CONTINUED ITS WORK TO EXPAND DISTRIBUTION OF DOSES OF NALOXONE TO RECOVERY RESIDENCES AND COMMUNITY ORGANIZATIONS, WHILE CONVENING LOCAL AND NATIONAL LEADERS ACROSS FAITH AND SCIENCE TO CHART ACTIONABLE SOLUTIONS TO THE OVERDOSE CRISIS. THROUGH 2021, ORN HAS WORKED WITH PARTNERS TO DISTRIBUTE MORE THAN 500,000 DOSES OF NALOXONE TO RECOVERY RESIDENCES, SCHOOLS AND UNIVERSITIES, AND OTHER COMMUNITY ORGANIZATIONS.CITATIONS:HTTPS://WWW.CLINTONFOUNDATION.ORG/PRESS-AND-NEWS/OVERDOSE-RESPONSE-NETWORK/WATCH-MONDAY-PRESIDENT-CLINTON-BRINGS-FAITH-AND-SCIENCE-LEADERS-TOGETHER-FIGHT/THE ALLIANCE FOR A HEALTHIER GENERATION ("HEALTHIER GENERATION") AN INDEPENDENT ENTITY FOUNDED BY THE CLINTON FOUNDATION AND THE AMERICAN HEART ASSOCIATION, WORKS TO ENSURE EVERY MIND, EVERY BODY AND EVERY YOUNG PERSON IS HEALTHY AND READY TO SUCCEED. SINCE ITS INCEPTION, OVER 31 MILLION U.S. SCHOOL CHILDREN HAVE BEGUN LEADING HEALTHIER LIVES. IN 2021, HEALTHIER GENERATION CONTINUED PROVIDING COVID-19 RESOURCES, ASSESSMENTS, TRAININGS, AND WEBINARS TO TENS OF THOUSANDS OF EDUCATORS, PARENTS, AND CAREGIVERS. THE HEALTHIER GENERATION FAMILY EXPANDED, AS THE WALKING CLASSROOM JOINED THE INITIATIVE. HEALTHIER GENERATION PARTNERED WITH CVS HEALTH AND THE AMERICAN HEART ASSOCIATION TO LAUNCH THE TOBACCO-FREE SCHOOLS INITIATIVE, WHICH CREATED A UNIQUE EVIDENCE-BASED TOBACCO-FREE MODEL SCHOOL POLICY. THROUGH 2021, 53,000 SCHOOLS, DISTRICTS, AND OUT-OF-SCHOOL TIME SITES HAVE BEEN SERVED BY HEALTHIER GENERATION PROGRAMS TO MORE EQUITABLY ADVANCE WHOLE CHILD HEALTH WITH 70% LOCATED IN UNDERSERVED COMMUNITIES.CITATIONS:HTTPS://WWW.HEALTHIERGENERATION.ORG/ARTICLES/NEW-REPORT-HEALTHIER-GENERATION-ADVANCES-PHYSICAL-MENTAL-AND-SOCIAL-EMOTIONAL-HEALTH-FORTOTAL OTHER PROGRAM SERVICES: 5330544 391250 84752 25234189 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 1 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 82 0 1 232 1 1 1 1 CO RW TZ MI 0 0 0 1 1 0 0 0 0 0 0 X 9 8 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC OK OR PA RI SC TN VA WI WV NH NJ NM NY ND UT X X KATRINA OWOH 5013566228 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 BRUCE R LINDSEY COUNSELOR TO THE CHAIR/DIRECTOR 45.00 X 361101 0 45946 CHELSEA V CLINTON VICE CHAIR 25.00 X X 0 0 0 CHERYL MILLS DIRECTOR 5.00 X 0 0 0 DR ERIC GOOSBY DIRECTOR 5.00 X 0 0 0 JANET MURGUIA DIRECTOR 5.00 X 0 0 0 NIMA TAGHAVI DIRECTOR 5.00 X 0 0 0 ROBERT S HARRISON DIRECTOR 5.00 X 0 0 0 ROLANDO GONZALEZ-BUNSTER DIRECTOR 5.00 X 0 0 0 WILLIAM JEFFERSON CLINTON BOARD CHAIR 20.00 X X 0 0 0 AMY SANDGRUND-FISHER GC / ASST. SEC / CHIEF HR OFFICER 50.00 X 255108 0 53956 ANDREW KESSEL CFO THRU 12/09/21 50.00 X 196296 0 39904 KATRINA OWOH CFO AS OF 12/09/21 50.00 X 26767 0 7918 KEVIN THURM CEO 50.00 X 397933 0 56773 STEPHANIE S STREETT EXEC. DIR, SECRETARY 50.00 X 210064 0 53108 DAVID LANCE KING CHIEF DEVELOPMENT OFFICER 50.00 X 275854 0 44896 MAURA PALLY EVP PROGRAMS 50.00 X 272612 0 31406 COREY GANSSLEY DIRECTOR OF SCHEDULING AND SPECIAL EVENTS 50.00 X 191966 0 23765 CRAIG MINASSIAN CHIEF COMMUNICATIONS AND MARKETING OFFICER 50.00 X 202483 0 52653 GREG MILNE CHIEF IMPACT AND FOREIGN POLICY OFFICER 50.00 X 223505 0 52573 MIKE HEMPHILL DIRECTOR OF LEADERSHIP DEVELOPMENT 50.00 X 191894 0 37319 PATTI MILLER CEO, TOO SMALL TO FAIL 50.00 X 230049 0 40909 3035632 0 541126 56 0 1 0 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 AUDIT / TAX 234023 LAURA MARCUS 1608 NORTH VILLAGE RD RESTON VA 20194 PROJECT MANAGEMENT 135000 METEORITE LLC 5670 WILSHIRE BLVD SUITE 1800 LOS ANGELES CA 90036 COMMUNICATIONS SERVICES 132500 ISCRUBDATA 36 TAMALPAIS AVE LARKSPUR CA 94939 DATA 130000 CHENG STRATEGIES LLC 5 UNION SQUARE WEST 1122 NEW YORK NY 10003 FUNDRAISING COUNSEL 110000 7 15105 16668 3799108 97982 20428019 640447 24356882 PRESIDENTIAL CENTER 900099 536781 345920 190861 CLINTON GLOBAL INITIAT 900099 329019 329019 CLINTON DEVELOPMENT IN 900099 73135 73135 TOO SMALL TO FAIL 900099 3450 3450 942385 10623330 110332 10512998 469 469 554922 626411 -71489 -71489 -71489 92685382 86510 62588230 100495 30097152 -13985 30083167 3128872 26954295 22800 3799108 450375 -427575 -427575 916135 338984 577151 -60318 637469 PODCAST REVENUE 900099 200000 200000 SPEECH REVENUE 900099 37000 37000 OTHER REVENUE 900099 25787 25787 262787 66347107 953993 4067534 36968698 1103317 1103317 40000 40000 2329642 725111 1283781 320750 12885992 9646774 1592447 1646771 744965 560710 91450 92805 3278845 2550591 372041 356213 1309379 974587 188650 146142 142500 142500 112173 25515 85945 713 319809 76267 243542 204000 204000 1250407 766948 446199 37260 97523 50299 113 47111 474782 210722 209583 54477 980873 304175 466954 209744 2870322 1931744 780413 158165 216078 199766 13558 2754 652555 646340 6215 3184 647 2537 3753795 3663640 77379 12776 557595 237477 318029 2089 DIRECT PROGRAM 1113950 1113950 EXHIBITS AND FIXTURES 145612 145612 STAFF TRAINING, DEVELOP 131922 64006 61386 6530 FEDERAL UBIT 21453 21453 409340 53491 72563 283286 35150013 25234189 6312785 3603039 3446984 3822184 8324486 10496694 18276524 16112202 322650 557682 154068 272189 549937 766567 140474293 64030501 79841682 76443792 52282062 53143487 165120275 191570373 144 328318812 353185170 3524882 3713941 1354173 1013371 40354 26152 4919409 4753464 X 81944550 78478366 241454853 269953340 323399403 348431706 328318812 353185170 X 31197094 -5923902 -240889 X X 0 1 X 1 0 X 26566825 24167053 29567030 16326750 24356882 120984540 26566825 24167053 29567030 16326750 24356882 120984540 16375851 104608689 5886908 7993453 8738090 7716676 11068389 41403516 2576483 2808883 3155702 1413116 4067534 14021718 1335840 1079302 724816 578348 285587 4003893 180413667 4941018 0.57980 0.67570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 245,032. 2018 AMOUNT: $ 357,423. 2019 AMOUNT: $ 198,053. 2020 AMOUNT: $ 86,241. 2021 AMOUNT: $ 25,787. CAFE REVENUE - 2017 AMOUNT: $ 241,061. 2018 AMOUNT: $ 273,411. 2019 AMOUNT: $ 284,971. 2020 AMOUNT: $ 91,742. SPEECH REVENUE - 2017 AMOUNT: $ 297,976. 2018 AMOUNT: $ 369,899. 2021 AMOUNT: $ 37,000. FUNDRAISING REVENUE - 2017 AMOUNT: $ 89,063. 2018 AMOUNT: $ 78,569. 2019 AMOUNT: $ 29,750. 2020 AMOUNT: $ 365. 2021 AMOUNT: $ 22,800. CDI FARMING REVENUE - 2017 AMOUNT: $ 462,708. GAIN ON PROGRAM INVESTMENT - 2019 AMOUNT: $ 212,042. PODCAST REVENUE - 2020 AMOUNT: $ 400,000. 2021 AMOUNT: $ 200,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 235099179 289187 34769541 10500000 109204 259548703 216990296 363195 32745688 15000000 235099179 197210749 2729072 31050475 14000000 216990296 207073179 2401102 -9124700 3138832 197210749 187191420 3016835 20381388 3516464 207073179 0.00000 0.72000 0.28000 0 0 134015394 59092470 74922924 1557488 1086250 471238 4901411 3851781 1049630 76443792 STRATEGIC FIXED INCOME 5557313 F SELECT EQUITY 52760104 F PRIVATE EQUITY 60312650 F MULTI STRATEGY CREDIT 6661603 F INTERMEDIATE FUND 19814259 F HEDGED EQUITY 23352044 F DIVERSIFIED STRATEGY FUNDS 23112400 F 191570373 X PART V, LINE 4: THE ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT THE ONGOING MISSION OF THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION. PART X, LINE 2: MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE CONSOLIDATED ENTITIES AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICE CLIMATE & ECONOMIC DEVELOPMENT 888720 SUB-SAHARAN AFRICA 3 29 PROGRAM SERVICE ECONOMIC DEVELOPMENT 2255372 3 31 0 0 3 31 3144092 0 3144092 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, ECONOMIC DEVELOPMENT 40000 0 FMV 1 1 0 1 0 1 0 PART I, LINE 2: THE ORGANIZATION GENERALLY REQUESTS A FINAL REPORT FROM GRANT RECIPIENTS DETAILING THE USE OF GRANT FUNDS. IN SOME CIRCUMSTANCES, ORGANIZATIONS THAT ARE 501C3, OR EQUIVALENT HAVE THE ABILITY TO DEMONSTRATE PROPER USE OF THE FUNDS IN A WAY THAT DOESN'T REQUIRE A REPORT. THE ORGANIZATION ALSO MAKES UNRESTRICTED CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATION FOR WHICH IT DOES NOT REQUIRE A REPORT. PART III ACCOUNTING METHOD: X X X X X X X 1 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 DIRECT MAIL MARKETING 0 347797 54000 347797 CHENG STRATEGIES LLC 5 UNION SQUARE WEST 1122 NEW YORK NY 10003 FUNDRAISING COUNSEL 0 0 120000 0 TIKU CONSULTING GROUP LLC 192 9TH STREET 3RD FLOOR BROOKLYN NY 11215 FUNDRAISING COUNSEL 0 0 25000 0 JEREMY HALLAHAN 400 E RANDOLPH ST 3604 CHICAGO IL 60601 FUNDRAISING COUNSEL 0 0 5000 0 347797 204000 347797 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NC OK OR PA RI SC TN VA WV WI UT NH NJ NM NY ND BIRTHDAY 3821908 3799108 22800 73100 40000 337275 3821908 3799108 22800 73100 40000 337275 450375 -427575 1 ALLIANCE FOR A HEALTHIER GENERATION UNIT 16 PORTLAND OR 97214 272028308 501(C)(3) 250000 0 PUBLIC HEALTH CITY YEAR LITTLE ROCK 800 W MARKHAM ST LITTLE ROCK AR 72201 222882549 501(C)(3) 10000 0 EDUCATION CLEAN THE WORLD FOUNDATION INC 2607 24TH ST NW WASHINGTON DC 20008 264212487 501(C)(3) 35000 0 CLIMATE GLOBAL CITIZENS 1207 CHESTNUT STREET STE 600 PHILADELPHIA PA 19107 237046393 501(C)(3) 5400 0 EARLY CHILDHOOD LEARNING HISPANIC FEDERATION INC 55 EXCHANGE PLACE SUITE 501 NEW YORK NY 10005 463573852 501(C)(3) 50000 0 LEADERSHIP AND CIVIC SERVICE NATIONAL COUNCIL OF JUVENTILE AND FAMILY COURT JUSTICE PO BOX 8970 RENO NV 89507 362486896 501(C)(3) 25000 0 EARLY CHILDHOOD LEARNING ROCKY MOUNTAIN INSTITUTE 1820 FOLSOM STREET BOULDER CO 80302 742244146 501(C)(3) 106250 0 CLIMATE VENTUREWELL 100 VENTURE WAY HADLEY MA 01035 421727335 501(C)(3) 620000 0 LEADERSHIP AND CIVIC SERVICE 8 PART I, LINE 2: THE ORGANIZATION GENERALLY REQUESTS A FINAL REPORT FROM GRANT RECIPIENTS DETAILING THE USE OF GRANT FUNDS. IN SOME CIRCUMSTANCES, ORGANIZATIONS THAT ARE 501C3, OR EQUIVALENT HAVE THE ABILITY TO DEMONSTRATE PROPER USE OF THE FUNDS IN A WAY THAT DOESN'T REQUIRE A REPORT. THE ORGANIZATION ALSO MAKES UNRESTRICTED CONTRIBUTIONS TO QUALIFIED 501(C)(3) ORGANIZATION FOR WHICH IT DOES NOT REQUIRE A REPORT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 KEVIN THURM CEO 397933 0 0 0 0 0 17400 0 39373 0 454706 0 0 0 BRUCE R LINDSEY COUNSELOR TO THE CHAIR/DIRECTOR 361101 0 0 0 0 0 17400 0 28546 0 407047 0 0 0 DAVID LANCE KING CHIEF DEVELOPMENT OFFICER 272251 0 0 0 3603 0 16500 0 28396 0 320750 0 0 0 AMY SANDGRUND-FISHER GC / ASST. SEC / CHIEF HR OFFICER 255108 0 0 0 0 0 15383 0 38573 0 309064 0 0 0 MAURA PALLY EVP PROGRAMS 272612 0 0 0 0 0 16500 0 14906 0 304018 0 0 0 GREG MILNE CHIEF IMPACT AND FOREIGN POLICY OFFI 223505 0 0 0 0 0 13500 0 39073 0 276078 0 0 0 PATTI MILLER CEO, TOO SMALL TO FAIL 216667 0 0 0 13382 0 13113 0 27796 0 270958 0 0 0 STEPHANIE S STREETT EXEC. DIR, SECRETARY 210064 0 0 0 0 0 12785 0 40323 0 263172 0 0 0 CRAIG MINASSIAN CHIEF COMMUNICATIONS AND MARKETING O 202483 0 0 0 0 0 12330 0 40323 0 255136 0 0 0 ANDREW KESSEL CFO THRU 12/09/21 196296 0 0 0 0 0 11918 0 27986 0 236200 0 0 0 MIKE HEMPHILL DIRECTOR OF LEADERSHIP DEVELOPMENT 191894 0 0 0 0 0 11523 0 25796 0 229213 0 0 0 COREY GANSSLEY DIRECTOR OF SCHEDULING AND SPECIAL E 191966 0 0 0 0 0 11501 0 12264 0 215731 0 0 0 PART I, LINE 1A ON A CASE BY CASE BASIS, WILLIAM J. CLINTON AND CHELSEA V. CLINTON MAY HAVE REQUIRED TRAVEL VIA FIRST CLASS. IN ADDITION, ON A CASE BY CASE BASIS DUE TO SECURITY MEASURES, WILLIAM J. CLINTON MAY HAVE REQUIRED TRAVEL VIA CHARTER. PART I, LINE 1B THE CLINTON FOUNDATION HAS A TRAVEL EXPENSE REIMBURSEMENT POLICY APPLICABLE TO OFFICERS AND KEY EMPLOYEES. THE POLICY PROVIDES THAT TRAVEL SHOULD OCCUR AT REGULAR ECONOMY FARES, WITH CERTAIN LIMITED EXCEPTIONS WHEN AIR TRAVEL EXCEEDS 12 HOURS. IN THESE LIMITED CIRCUMSTANCES, TRAVEL MAY BE VIA THE LOWEST COMMERCIAL CLASS ABOVE ECONOMY, WHICH IS TYPICALLY BUSINESS CLASS. X 427466 FMV X 16 212981 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990 PART I LINE 1 THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION ("CLINTON FOUNDATION") CONTINUES PRESIDENT CLINTON'S LEGACY OF PUTTING PEOPLE FIRST. TO ACHIEVE THIS, THE CLINTON FOUNDATION WORKS WITH STRATEGIC PARTNERS TO DEVELOP AND IMPLEMENT PROGRAMS THAT CREATE ECONOMIC OPPORTUNITY, IMPROVE PUBLIC HEALTH, AND INSPIRE CIVIC ENGAGEMENT AND SERVICE. WE CREATE ECONOMIC OPPORTUNITY BY ASSISTING FARMERS IN AFRICA TO INCREASE THEIR YIELDS AND INCOMES; COMBATING THE EFFECTS OF CLIMATE CHANGE THROUGH RENEWABLE ENERGY EFFORTS IN ISLAND NATIONS; AND MOBILIZING RELIEF EFFORTS IN THE WAKE OF NATURAL DISASTERS IN THE CARIBBEAN. WE WORK TO IMPROVE PUBLIC HEALTH BY CONFRONTING CHALLENGES SUCH AS THE OPIOID EPIDEMIC AND CHILDHOOD OBESITY; AND SUPPORTING PARENTS AND CAREGIVERS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH TO PROMOTE EARLY BRAIN AND LANGUAGE DEVELOPMENT. WE INSPIRE CIVIC ENGAGEMENT AND SERVICE THROUGH PROGRAMS THAT HELP COLLEGE STUDENTS IMPROVE THE LIVES OF OTHERS AND CHANGE THE WORLD; SUPPORT NETWORKS THAT FOSTER WOMEN'S LEADERSHIP IN THE RENEWABLE ENERGY SECTOR; AND A PARTNERSHIP AMONG THE PRESIDENTIAL LIBRARIES OF PRESIDENT CLINTON, PRESIDENT GEORGE W. BUSH, GEORGE H.W. BUSH, AND LYNDON B. JOHNSON TO CULTIVATE PROMISING LEADERS FROM THE BUSINESS, ACADEMIC, PUBLIC SERVICE, NONPROFIT, AND MILITARY SECTORS AS THEY SEEK TO CREATE POSITIVE CHANGE ON THE ISSUES CONFRONTING THEIR COMMUNITIES. THE FOUNDATION ALSO OPERATES THE CLINTON PRESIDENTIAL CENTER IN LITTLE ROCK, WHICH PROVIDES YEAR-ROUND CULTURAL AND EDUCATIONAL OPPORTUNITIES AND IS HOME TO THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM, ONE OF THE LARGEST ARCHIVAL COLLECTIONS IN AMERICAN PRESIDENTIAL HISTORY. FORM 990 PART III LINE 4A THE WILLIAM J. CLINTON PRESIDENTIAL CENTER AND PARK ("CLINTON CENTER") IS THE HOME OF THE LITTLE ROCK OFFICES OF THE CLINTON FOUNDATION; IS THE SITE OF OPERATIONS FOR THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM AND THE CLINTON SCHOOL OF PUBLIC SERVICE (A BRANCH OF THE UNIVERSITY OF ARKANSAS SYSTEM, NOT A PROGRAM OF THE FOUNDATION); AND IS A MANAGING PARTNER OF THE PRESIDENTIAL LEADERSHIP SCHOLARS PROGRAM, A NATIONAL BIPARTISAN EXECUTIVE-STYLE LEADERSHIP DEVELOPMENT INITIATIVE. THE CLINTON CENTER PROVIDES YEAR-ROUND EDUCATIONAL AND CULTURAL OPPORTUNITIES TO VISITORS OF ALL AGES THAT REFLECT PRESIDENT CLINTON'S LIFETIME COMMITMENT TO ADVANCING OPPORTUNITY FOR EVERYBODY, INSTILLING RESPONSIBILITY THROUGHOUT OUR SOCIETY, AND CULTIVATING A SENSE OF COMMUNITY WITHIN OUR GREAT NATION. IN 2021, THE CLINTON CENTER OFFERED FREE, VIRTUAL EDUCATIONAL PROGRAMMING FOR STUDENTS AND EDUCATORS ACROSS THE COUNTRY. THE CENTER LAUNCHED AN EDUCATIONAL PROGRAM THAT HIGHLIGHTS DIVERSE BOOKS AND AUTHORS. THE CENTER HOSTED A VIRTUAL PROGRAM SERIES ON HEALTH EQUITY, CONVENING HEALTH EXPERTS AND PRACTITIONERS TO DISCUSS MATERNAL HEALTH DISPARITIES, COVID-19, AND OTHER CHALLENGES. THROUGH 2021, MORE THAN 4.9 MILLION PEOPLE HAVE VISITED THE CLINTON CENTER. CITATIONS: HTTPS://WWW.UALRPUBLICRADIO.ORG/LOCAL-REGIONAL-NEWS/2021-12-03/CLINTON-P RESIDENTIAL-CENTER-MARKS-20TH-ANNIVERSARY-OF-ITS-GROUNDBREAKING-IN-LITTL E-ROCK FORM 990 PART III LINE 4B THE CLINTON GLOBAL INITIATIVE'S ("CGI") MISSION IS TO INSPIRE, CONNECT, AND EMPOWER EVERYONE TO FORGE SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES. IN 2021, CGI BROUGHT LEADERS TOGETHER TO ADDRESS PRESSING WORLD ISSUES INCLUDING ECONOMIC INCLUSION, VACCINE HESITANCY, AND CLIMATE RESILIENCE. THE CLINTON GLOBAL INITIATIVE UNIVERSITY (CGI U) ALSO HOSTED ITS ANNUAL MEETING AND RALLIED STUDENTS AS THEY WORKED TO EFFECT CHANGE ON THE CLIMATE CRISIS, MENTAL HEALTH, PUBLIC HEALTH, EDUCATION, AND MORE. THE 2021 CONVENINGS INCLUDED A VIRTUAL CGI ACTION NETWORK ON POST-DISASTER RECOVERY MEETING ON CLIMATE ACTION AHEAD OF THE 2021 HURRICANE SEASON; "THE FUTURE OF WORK" HOSTED BY THE CGI ACTION NETWORK ON INCLUSIVE ECONOMIC RECOVERY AND GROWTH, WHERE MEMBERS MADE NEW COMMITMENTS TO SUPPORT THE U.S. WORKFORCE; AND THE VIRTUAL CGI U ANNUAL MEETING WHERE STUDENTS LAUNCHED MORE THAN 400 NEW PROJECTS IN THEIR COMMUNITIES. CITATIONS: HTTPS://WWW.CLINTONFOUNDATION.ORG/PRESS-AND-NEWS/CLINTON-GLOBAL-INITIATI VE/TODAY-PRESIDENT-CLINTON-KICKS-CLIMATE-ACTION-CARIBBEAN-AND-GLOBAL-RES ILIENCE/ HTTPS://WWW.CLINTONFOUNDATION.ORG/PRESS-AND-NEWS/CGI-ACTION-NETWORK-ON-I NCLUSIVE-ECONOMIC-RECOVERY/FUTURE-WORK-CONCLUDES-NEW-CGI-COMMITMENTS-ACT ION-ANNOUNCED-SUPPORT-US-WORKFORCE/ HTTPS://WWW.CLINTONFOUNDATION.ORG/PRESS-AND-NEWS/CLINTON-GLOBAL-INITIATI VE-UNIVERSITY/CGI-U-2021-CONCLUDES-LAUNCH-MORE-400-NEW-STUDENT-COMMITMEN TS-ACTION-ADDRESS-COVID-19/ FORM 990 PART III LINE 4C TOO SMALL TO FAIL, THE EARLY CHILDHOOD INITIATIVE OF THE CLINTON FOUNDATION, IS LEADING A PUBLIC AWARENESS AND ACTION CAMPAIGN TO PROMOTE THE IMPORTANCE OF EARLY BRAIN AND LANGUAGE DEVELOPMENT AND TO SUPPORT PARENTS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH. TODAY, ALMOST 60% OF CHILDREN IN THE UNITED STATES START KINDERGARTEN UNPREPARED, LAGGING BEHIND THEIR PEERS IN CRITICAL LANGUAGE AND LITERACY SKILLS NECESSARY FOR SUCCESS IN SCHOOL AND BEYOND. IN 2021, TOO SMALL TO FAIL CONTINUED SUPPORTING FAMILIES AMID THE PANDEMIC. THE INITIATIVE ALSO EXPANDED ITS PARTNERSHIP WITH THE LAUNDRYCARES FOUNDATION, HOSTING ITS FOURTH ANNUAL LAUNDRY & LITERACY SUMMIT. THE INITIATIVE CONTINUED ITS PARTNERSHIP WITH LANDSCAPE STRUCTURES, INC., WHICH CREATED STORY TRAILS: STRUCTURES THAT DISPLAY PAGES OF A CHILDREN'S BOOK ALONG A PATH OR WALKWAY SO THAT FAMILIES CAN READ TOGETHER WHILE EXPLORING OUTSIDE. ADDITIONALLY, TOO SMALL TO FAIL LAUNCHED A FAMILY ADVISORY COUNCIL. THE 2021 LAUNDRY & LITERACY SUMMIT BROUGHT TOGETHER MORE THAN 2,000 PARTICIPANTS FROM ACROSS THE UNITED STATES AND AROUND THE WORLD, WHO JOINED SESSIONS FOCUSED ON THE IMPACT AND IMPORTANCE OF NEIGHBORHOOD SPACES AS LEARNING-RICH ENVIRONMENTS THAT PROMOTE CHILDREN'S EARLY BRAIN AND LANGUAGE DEVELOPMENT. CITATIONS: HTTPS://WWW.CLINTONFOUNDATION.ORG/PRESS-AND-NEWS/TOO-SMALL-TO-FAIL/NEW-P ARTNERSHIPS-LAUNCHED-TOO-SMALL-FAILS-FOURTH-ANNUAL-LEARNING-EVERYDAY-SPA CES/ FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS PROVIDES GOVERNANCE AND OVERSIGHT FOR THE FOUNDATION'S AFFAIRS. THE FOUNDATION'S BYLAWS ESTABLISH TWO CLASSES OF DIRECTORS: CLASS A AND CLASS B. ACTIONS BY THE BOARD REQUIRE THE SUPPORT OF A MAJORITY OF DIRECTORS ELIGIBLE TO VOTE, INCLUDING AT LEAST ONE CLASS A DIRECTOR. THE CLASS A DIRECTORS CONSIST OF WILLIAM J. CLINTON AND CHELSEA V. CLINTON. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS ARE CLASS B DIRECTORS. THERE IS ALSO AN EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CLASS A DIRECTORS AND AN ADDITIONAL MEMBER OF THE BOARD ELECTED BY THE CLASS A DIRECTORS. THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD BETWEEN MEETINGS, AND RESERVES THE EXCLUSIVE AUTHORITY TO REVIEW AND APPROVE DECISIONS RELATED TO THE USE OF THE CLINTON NAME AND THE RENAMING OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM JEFFERSON CLINTON AND CHELSEA V. CLINTON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO, AMONG OTHER THINGS, ALLOW THE BOARD TO ACT IN THE ABSENCE OF THE CLASS A DIRECTORS IN CERTAIN CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 IS CIRCULATED TO THE BOARD, AMONG THE VARIOUS OFFICERS AND AMONG THE VARIOUS INITIATIVE HEADS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. THE ANNUAL DISCLOSURES ARE REVIEWED BY COUNSEL AND IF ANY POTENTIAL CONFLICT EXISTS, IT WOULD BE EXAMINED AND APPROPRIATE ACTION WOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 WE PERFORM AN INTERNAL ANALYSIS BASED ON MARKET DATA DERIVED FROM MULTIPLE INDEPENDENT COMPENSATION SURVEY PROVIDERS (ERI, HUMENTUM, HRPANO, AND PRI) AS A BASELINE. WE THEN ASK THE COMPENSATION ANALYSIS COMPANY QUATT ASSOCIATES, INC. TO PERFORM A SEPARATE, INDEPENDENT ANALYSIS OF THE NON-PROFIT MARKET. THESE ARE COMPARED FOR A FINAL CALCULATION, AND THE QUATT ANALYSIS IS THE CONTROLLING ONE WHEN IT COMES TO CALIBRATING THE EXECUTIVE COMPENSATION. THIS COMPENSATION IS THEN SIGNED OFF ON BY THE BOARD OF DIRECTORS BEFORE IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT AVAILABLE ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CONTRIBUTION REFUND PRIOR YEAR -11,933. PROVISION FOR UNCOLLECTIBLE PLEDGES -227,956. DECONSOLIDATION OF ACACIA -1,000. FORM 990 XII LINE 2C: THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. CLINTON FOUNDATION HONG KONG 16/F TAK SHING HOUSE THEATER L HONG KONG HK CF PROGRAMS HK 0 0 BILL HILLARY & CHELSEA CLINTON FOUNDATION ACACIA DEVELOPMENT CO 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 811675271 INVESTMENT DE BILL HILLARY & CHELSEA CLINTON FOUNDATION C -3900 1.00000 1 RUAHA DEVELOPMENT COMPANY LIMITED IMMMA HSE PLOT NO357UN RD PO BX 7 UPANGA DAR TZ FARMING TZ ACACIA DEVELOPMENT CO C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0