2019-08-09T09:53:44-05:00 2018-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2018-01-01 131837418 THE FOUNDATION CENTER FOUN 2126204230 32 OLD SLIP 24TH FL NEW YORK NY 10005 LISA PHILP ACTING HEAD OF FINANCE 2126204230 2019-08-09 1 GARRETT M HIGGINS P00543209 9143818900 2019-08-09 65.51.112.58 2019-08-09 09:53:38 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2018 2019-02-21 02:37:17Z BRADFORD K SMITH 32 OLD SLIP 24TH FL NEW YORK NY 10005 30312596 0 X WWW.FOUNDATIONCENTER.ORG X 1956 NY THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE UNITED STATES AND AROUND THE WORLD. 12 11 178 15 60520 110134 8611116 13834354 14470873 15511812 1153059 288526 222103 72108 24457151 29706800 0 0 0 0 14698647 16918703 0 0 1033190 10017241 8863218 24715888 25781921 -258737 3924879 42655205 45546348 15040768 14772793 27614437 30773555 X SEE SCHEDULE O 0 0 8319400 12705091 SEE SCHEDULE O - FOR NARRATIVE ON DATA COLLECTION AND PUBLICATIONS 5036838 1279012 SEE SCHEDULE O - FOR NARRATIVE ON RESEARCH AND OTHER PROGRAMS 4737549 1527709 SEE SCHEDULE O - FOR NARRATIVE ON LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES 18093787 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 71 0 178 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AR CA CO FL GA HI IL KS ME MD MA MI MN NH NJ NM NY NC OH OR PA RI SC TN VA WI X X X DAVID AYNEJIAN DIR OF FINANCE 2126204230 32 OLD SLIP 24TH FLOOR NEW YORK NY 100053500 CLOTILDE PEREZ-BODE DEDECKER CHAIR 1.00 X X 0 0 0 NEAL HEGARTY VICE CHAIR 1.00 X X 0 0 0 ANA MARIE ARGILAGOS TRUSTEE 1.00 X 0 0 0 MELISSA BERMAN TRUSTEE 1.00 X 0 0 0 JOHN COLBORN TRUSTEE 1.00 X 0 0 0 PATRICK COLLINS TRUSTEE (THRU 04/2018) 1.00 X 0 0 0 DEBORAH D HOOVER TRUSTEE 1.00 X 0 0 0 DOMINICK J IMPEMBA TRUSTEE 1.00 X 0 0 0 T SYLVESTER JOHN TRUSTEE 1.00 X 0 0 0 SUSAN KISH TRUSTEE 1.00 X 0 0 0 EARL LEWIS TRUSTEE (THRU 08/2018) 1.00 X 0 0 0 PATRICK MCCARTHY TRUSTEE 1.00 X 0 0 0 VALDEMAR DE OLIVEIRA NETO TRUSTEE 1.00 X 0 0 0 MARIEKE VAN SCHAIK TRUSTEE (THRU 08/2018) 1.00 X 0 0 0 YVETTE J ALBERDINGK THIJM TRUSTEE (THRU 04/2018) 1.00 X 0 0 0 BRADFORD K SMITH PRESIDENT 50.00 X X 629603 0 60914 MONISHA DE QUADROS TREASURER/VP FINANCIAL STRATEGY 50.00 X 236569 0 16604 ZOHRA ZORI SEC. & VP-SOCIAL SECTOR OUTREACH 50.00 X 174264 0 20215 JACOB K GARCIA VP- DATA AND TECHNOLOGY 50.00 X 240038 0 44100 LAWRENCE T MCGILL VP- KNOWLEDGE SERVICES 50.00 X 229375 0 66703 TRACY L WAKSLER DIRECTOR OF SUBSCRIPTION PRODUCTS 50.00 X 212841 0 45853 LISA L PHILP VP- SENIOR ADVISOR 50.00 X 205628 0 27245 KEVIN L MULDER DIRECTOR OF TECHNOLOGY INTEGRATION 50.00 X 195141 0 27430 2123459 0 309064 28 0 1 0 PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL 344045 BEACONFIRE CONSULTING INC 2300 CLARENDON BLVD SUITE 925 ARLINGTON VA 22201 IT CONSULTING 338572 SCOTT STOWELL DBA OPEN 180 VARICK STREET ROOM 822 NEW YORK NY 10014 BRAND CONSULTING 150000 3 13834354 13834354 PRODUCT REVENUE 611710 12705091 12705091 FUNDING INFO. NETWORK 611710 800980 800980 EDUCATIONAL PRGM REV. 611710 478032 478032 FOUNDATION BENCHMARKER 611710 466806 466806 FOUNDATION WEB BUILDER 611710 104574 104574 956329 956329 15511812 257743 257743 144698 134840 9858 9858 9858 501739 470956 30783 30783 30783 PHILANTHROPY NEWS DIGE 541800 60520 60520 VENDING MACHINE INCOME 900099 1730 1730 62250 29706800 15511812 60520 300114 1137169 806726 277233 53210 12197687 8653231 2973704 570752 1063097 754178 259175 49744 1994504 1414932 486245 93327 526246 373327 128295 24624 468697 468697 189708 189708 72143 72143 733805 587772 146033 250313 230501 19812 681418 567689 101710 12019 1056301 677698 378603 146 146 2049215 1560707 400408 88100 424943 339831 77752 7360 117576 111113 4392 2071 57281 42736 14545 2129713 1558541 451255 119917 142522 142522 SALES TAX EXPENSE 169017 169017 REPAIRS AND MAINTENANCE 73531 73531 RECRUITMENT COSTS 48135 48135 UBIT EXPENSE 27833 19745 6786 1302 170921 104231 55926 10764 25781921 18093787 6654944 1033190 155612 162144 13505683 16867058 2302243 4508299 551722 491761 3026 3026 348723 639890 23062951 15475765 9716899 7587186 16071297 15286984 42655205 45546348 932186 989090 6698220 7564055 1268260 551749 6142102 5667899 15040768 14772793 X 18742786 17241046 7157651 11818509 1714000 1714000 27614437 30773555 42655205 45546348 X 3924879 -1038067 272306 X X 0 1 X 1 0 X 9061221 10017916 8687596 8611116 13834354 50212203 9061221 10017916 8687596 8611116 13834354 50212203 13974585 36237618 490597 503062 384989 517871 402441 2298960 2140 1846 1730 5716 52516879 72514314 0.69000 0.67870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: VENDING MACHINE INCOME - 2016 AMOUNT: $ 2,140. 2017 AMOUNT: $ 1,846. 2018 AMOUNT: $ 1,730. 15262314 -539529 14722785 13343417 1944840 25943 15262314 14506097 363356 1526036 13343417 15027711 -491485 30129 14506097 14708221 348795 29305 15027711 0.88360 0.11640 0 0 5898423 2057401 3841022 8462783 7390656 1072127 8701745 6027708 2674037 7587186 MULTI-STRATEGY EQUITY FUND 10590521 F MULTI-STRATEGY BOND FUND 4696463 F 15286984 ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION 1632487 DEFERRED RENT OBLIGATION 4035412 5667899 X 29075879 -1038067 407146 -630921 29706800 0 29706800 25916761 134840 134840 25781921 0 25781921 PART V, LINE 4: THE CENTER'S ENDOWMENT FUNDS AND BOARD-DESIGNATED AMOUNTS FOR LONG-TERM INVESTMENT CONSIST OF PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) AND A BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT. THE PERMANENTLY RESTRICTED NET ASSETS (ENDOWMENT FUNDS) ARE SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT THE PRINCIPAL BE MAINTAINED PERMANENTLY BY THE CENTER. THE CENTER HAS THREE SEPARATE ENDOWMENTS AND IT IS PERMITTED TO USE THE INCOME EARNED ON THE RELATED INVESTMENTS FOR GENERAL PURPOSES, LIBRARY ACQUISITIONS AND PUBLIC EDUCATION. THE BOARD-DESIGNATED AMOUNT FOR LONG-TERM INVESTMENT IS A FUND SET ASIDE BY THE BOARD OF TRUSTEES FOR LONG-TERM INVESTMENT THAT ENSURE THE CENTER'S FINANCIAL STRENGTH AND AGILITY, AND PROVIDE A RESERVE FUND IN THE EVENT OF A FINANCIAL EMERGENCY. PART X, LINE 2: THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE CENTER HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE CENTER IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: AS OF DECEMBER 31, 2018, AN ACTUARIAL GAIN OF $272,306 WAS NOT YET RECOGNIZED AS A COMPONENT OF NET PERIODIC POSTRETIREMENT BENEFIT COST. THIS GAIN IS RECORDED ON THE DECEMBER 31, 2018 STATEMENT OF CHANGES IN UNRESTRICTED NET ASSETS, INCREASING UNRESTRICTED NET ASSETS. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES RESEARCH ON TRENDS IN US PHILANTHROPY, SURVEYS 28593 0 0 0 0 0 0 28593 0 28593 1 0 1 1 0 0 PART I, LINE 3: THE CENTER USES THE ACCRUAL METHOD OF ACCOUNTING TO REPORT TOTAL EXPENDITURES BY REGION IN ITS FINANCIAL STATEMENTS. PART IV, LINE 1: THE CENTER IS REQUIRED TO FILE FORM 926 BECAUSE IT MEETS THE APPLICABLE FILING REQUIREMENT. PART IV, LINE 3: THE FOUNDATION CENTER IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE FILING THRESHOLD REQUIREMENT AND/OR OWNERSHIP REQUIREMENT. PART IV, LINE 4: THE FOUNDATION CENTER IS NOT REQUIRED TO FILE FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE FILING THRESHOLD REQUIREMENT AND/OR OWNERSHIP REQUIREMENT. X 1 1 X X X X 0 0 0 1 0 0 0 1 0 BRADFORD K SMITH PRESIDENT 551324 0 45301 0 32978 0 37398 0 23516 0 690517 0 0 0 MONISHA DE QUADROS TREASURER/VP FINANCIAL STRATEGY 236509 0 0 0 60 0 4985 0 11619 0 253173 0 0 0 ZOHRA ZORI SEC. & VP-SOCIAL SECTOR OUTREACH 174210 0 0 0 54 0 8596 0 11619 0 194479 0 0 0 JACOB K GARCIA VP- DATA AND TECHNOLOGY 239948 0 0 0 90 0 32481 0 11619 0 284138 0 0 0 LAWRENCE T MCGILL VP- KNOWLEDGE SERVICES 228979 0 0 0 396 0 31997 0 34706 0 296078 0 0 0 TRACY L WAKSLER DIRECTOR OF SUBSCRIPTION PRODUCTS 180881 0 31702 0 258 0 22337 0 23516 0 258694 0 0 0 LISA L PHILP VP- SENIOR ADVISOR 205490 0 0 0 138 0 26971 0 274 0 232873 0 0 0 KEVIN L MULDER DIRECTOR OF TECHNOLOGY INTEGRATION 188237 0 6850 0 54 0 3914 0 23516 0 222571 0 0 0 PART I, LINE 1A TRACY L. WAKSLER, DIRECTOR OF SUBSCRIPTION PRODUCTS, RECEIVED A BONUS THAT WAS GROSSED UP FOR TAXES. THE AMOUNT OF THE GROSS-UP PAYMENT IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II). PART I, LINE 3 REFER TO EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O. PART I, LINE 5 TRACY L. WAKSLER, DIRECTOR OF SUBSCRIPTION PRODUCTS, RECEIVED A BONUS CONTINGENT ON REVENUE IN HER 2018 W-2 IN THE AMOUNT OF $31,702. PART I, LINE 7 THE CENTER HAS A SPOT BONUS PROGRAM FOR ITS STAFF EXCLUDING VICE PRESIDENTS AND THE PRESIDENT. SELECTED EMPLOYEES WITH EXCEPTIONAL PERFORMANCE ARE RECOGNIZED AND AWARDED BONUSES OF $1,000 AFTER TAXES THROUGHOUT THE YEAR. FURTHERMORE, KEVIN MULDER, DIRECTOR OF TECHNOLOGY INTEGRATION, RECEIVED A $6,850 BONUS INCLUDED IN HIS 2018 W-2. THIS DISCRETIONARY BONUS WAS BASED ON A PERCENTAGE OF HIS BASE SALARY. THIS AMOUNT WAS SEPARATE FROM THE SPOT BONUS PROGRAM AND WAS DUE TO THE CENTER'S CHANGE IN THE RETIREMENT PLAN. ALL EMPLOYEES IN THE PLAN AS OF DECEMBER 31, 2018 RECEIVED A 3% BONUS BASED ON THEIR SALARY. FORM 990, PART III, LINE 1 THE CENTER ACCOMPLISHES ITS MISSION BY: - OPERATING LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS-NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO-THAT OFFER FREE ACCESS TO INFORMATION RESOURCES AND EDUCATIONAL PROGRAMS. - MAINTAINING UNIQUE DATABASES OF INFORMATION ON MORE THAN 140,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES WORLDWIDE AND OVER 9.5 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE (FDO) SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. - PROVIDING A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST, ITS DAILY NEWS SERVICE. - CONDUCTING RESEARCH AND PUBLISHING REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR. - COORDINATING A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD - MORE THAN 400 FUNDING INFORMATION NETWORK (FIN) PARTNERS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES AND TRAINING. ESTABLISHED IN 1956, THE FOUNDATION CENTER IS THE LEADING SOURCE OF INFORMATION ABOUT PHILANTHROPY WORLDWIDE. THROUGH DATA, ANALYSIS, AND TRAINING, IT CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO SUCCEED. THE CENTER MAINTAINS THE MOST COMPREHENSIVE DATABASE ON U.S. AND, INCREASINGLY, GLOBAL GRANTMAKERS AND THEIR GRANTS - A ROBUST, ACCESSIBLE KNOWLEDGE BANK FOR THE SECTOR. IT ALSO OPERATES RESEARCH, EDUCATION, AND TRAINING PROGRAMS DESIGNED TO ADVANCE KNOWLEDGE OF PHILANTHROPY AT EVERY LEVEL. THOUSANDS OF PEOPLE VISIT THE CENTER'S WEB SITE EACH DAY AND ARE SERVED IN ITS FIVE REGIONAL LIBRARY/LEARNING CENTERS AND ITS NETWORK OF MORE THAN 400 FIN PARTNERS LOCATED IN PUBLIC LIBRARIES, COMMUNITY FOUNDATIONS, AND EDUCATIONAL INSTITUTIONS NATIONWIDE AND AROUND THE WORLD. FORM 990, PART III, LINE 4A MAJOR DATA COLLECTION AND PUBLICATIONS PROGRAM ACCOMPLISHMENTS IN 2018 INCLUDE THE FOLLOWING: FOUNDATION CENTER HAS FORGED DEEP, SUBSTANTIVE RELATIONSHIPS WITH GLOBAL, REGIONAL, AND COUNTRY-LEVEL ORGANIZATIONS SUCH AS WORLDWIDE INITIATIVES FOR GRANTMAKER SUPPORT (WINGS) AND DONORS AND FOUNDATIONS NETWORKS OF EUROPE (DAFNE) TO FACILITATE DATA-GATHERING AND KNOWLEDGE-SHARING BY THEIR MEMBERSHIPS. OUR RECENT WORK WITH GLOBAL PARTNERS ON ISSUE AREAS SUCH AS HUMAN RIGHTS, PEACE AND SECURITY, AND THE SUSTAINABLE DEVELOPMENT GOALS (SDGS) HAS DRAMATICALLY EXTENDED OUR REACH AND REPUTATION AROUND THE WORLD. GLOBAL DATA: FOUNDATION CENTER CONTINUES TO PARTICIPATE IN CONVERSATIONS WITH FOREIGN AID DONORS, MULTILATERAL LENDERS, AND GOVERNMENT TRANSPARENCY ADVOCATES IN PUSHING TO DEFINE FUTURE DATA STANDARDS. AS THE LEADER IN PHILANTHROPIC DATA COLLECTION AND DISSEMINATION, WE ASSIST ORGANIZATIONS AROUND THE GLOBE IN COLLECTING AND ORGANIZING THEIR REGION'S PHILANTHROPY DATA BY SHARING WHAT WE HAVE LEARNED OVER THE PAST 60 YEARS ABOUT DATA ACQUISITION AND DATA ARCHITECTURE. IN MAY 2018, WE LAUNCHED A SERIES OF RESOURCES AS PART OF THE FACILITATING FINANCIAL SUSTAINABILITY (FFS) PROGRAM. THE FFS PROGRAM, JOINTLY CONDUCTED BY LINC, PEACE DIRECT, AND FOUNDATION CENTER, WAS LAUNCHED TO DEVELOP AND TEST WAYS THAT DIFFERENT ACTORS (INCLUDING DONORS, POLICYMAKERS, INTERMEDIARY ORGANIZATIONS, AND CIVIL SOCIETY ORGANIZATIONS) CAN WORK TOGETHER TO IMPROVE FINANCIAL SUSTAINABILITY IN DIFFERENT DEVELOPMENT CONTEXTS. THE FINDINGS, AVAILABLE IN A SERIES OF THREE REPORTS, DRAW ON QUALITATIVE INTERVIEWS WITH 120 STAKEHOLDERS FROM SIX COUNTRIES (BOSNIA AND HERZEGOVINA, COLOMBIA, DEMOCRATIC REPUBLIC OF CONGO, MEXICO, PHILIPPINES, AND UGANDA) AND QUANTITATIVE ANALYSES OF MORE THAN 16,000 GRANTS BENEFITTING THESE COUNTRIES FROM 2012 TO 2017. THE REPORTS DETAIL THE DRIVERS OF FINANCIAL SUSTAINABILITY FOR LOCAL CIVIL SOCIETY ORGANIZATIONS AND INCLUDE AN INTERACTIVE FUNDING MAP. IN JULY 2018, SDGFUNDERS.ORG WAS RE-LAUNCHED WITH A NEW, DYNAMICALLY UPDATED DASHBOARD. THE PLATFORM ILLUSTRATES PHILANTHROPY'S CONTRIBUTIONS TOWARDS ACHIEVING THE SDGS AND AIMS TO FOSTER IMPROVED COORDINATION AMONG THOSE WORKING TO BUILD A BETTER FUTURE FOR ALL. IN AUGUST 2018, FOUNDATION CENTER AND THE COUNCIL ON FOUNDATIONS RELEASED A NEW REPORT, THE STATE OF GLOBAL GIVING BY U.S. FOUNDATIONS, 2011-2015. THIS IS THE LATEST IN A LONGSTANDING COLLABORATION BETWEEN FOUNDATION CENTER AND COUNCIL ON FOUNDATIONS TO REGULARLY ANALYZE TRENDS IN INTERNATIONAL GRANTMAKING BY U.S. FOUNDATIONS AND THE TENTH JOINTLY PUBLISHED REPORT SINCE THE COLLABORATION STARTED IN 1997. IN ADDITION TO A DETAILED ANALYSIS OF TRENDS BY ISSUE AREA, GEOGRAPHIC REGION, POPULATION GROUP, DONOR STRATEGY, AND MORE, THE ANALYSIS ALSO RELATES THESE TRENDS TO KEY EVENTS AND DEVELOPMENTS AROUND THE WORLD. THIS REPORT WAS DOWNLOADED MORE THAN 4,000 TIMES WITHIN THE FIRST TWO WEEKS OF ITS LAUNCH. IN OCTOBER 2018, WE LAUNCHED U.S. FOUNDATION FUNDING FOR LATIN AMERICA, A REPORT THAT EXAMINES GRANTMAKING IN 2014 AND 2015 FOR LATIN AMERICA, WITH A CLOSER LOOK AT PHILANTHROPY FOR CENTRAL AMERICA. FOUNDATION CENTER BUILT ON ITS PARTNERSHIP WITH PHILANTHROPY AUSTRALIA TO COLLECT AND VISUALIZE THE GRANTMAKING DATA OF AUSTRALIAN FOUNDATIONS THROUGH THE FOUNDATION MAPS PLATFORM. IN SEPTEMBER 2018 WE LAUNCHED FOUNDATION MAPS: AUSTRALIA TO DISPLAY DATA FROM AUSTRALIAN FUNDERS WHO EREPORT TO US AND ALLOW USERS TO SEE FUNDING TRENDS, IDENTIFY WHO ELSE IS FUNDING IN THEIR AREAS OF INTEREST, AND DISCOVER POTENTIAL NEW PARTNERS FOR COLLABORATION. THIS TOOL PROVIDES NEW INSIGHTS INTO WHO IS FUNDING WHAT AND WHERE SPECIFICALLY IN THE AUSTRALIAN CONTEXT. ELECTRONIC GRANT REPORTING: FOUNDATION CENTER CONTINUES TO BE A LEADING DRIVER IN ESTABLISHING DATA STANDARDS FOR PHILANTHROPY AND ENABLING FOUNDATIONS TO SHARE THEIR DATA WITH US DIRECTLY. THE "GET ON THE MAP" CAMPAIGN WITH UNITED PHILANTHROPY FORUM CONTINUES TO BE SUCCESSFUL, HELPING INCREASE THE NUMBER OF FOUNDATIONS THAT REPORT THEIR GRANTS DATA ELECTRONICALLY TO FOUNDATION CENTER AND ENABLING THE MEMBERS OF THE REGIONALS TO ACCESS TIMELY, AGGREGATED DATA IN THEIR COMMUNITIES. IN 2018, OVER 760 FUNDERS SHARED THEIR GRANTS DATA, TOTALING NEARLY $26 BILLION ACROSS MULTIPLE FISCAL YEARS. MORE THAN HALF OF THE GRANTS REPORTED WERE FOR FY17 OR LATER. THESE ARE GRANTS THAT ARE NOT YET AVAILABLE ON PUBLIC IRS 990-PF FORMS, BUT ARE NOW VIEWABLE ON FOUNDATION CENTER'S PRODUCTS AND SERVICES, INCLUDING FDO AND FOUNDATION MAPS. FOUNDATION DIRECTORY ONLINE (FDO) AND FDO QUICK START: FDO PROVIDES SUBSCRIBERS WITH ACCESS TO TIMELY, COMPREHENSIVE INFORMATION ON U.S. GRANTMAKERS AND THEIR GRANTS, PLUS A GROWING NUMBER OF FOUNDATIONS LOCATED OUTSIDE OF THE U.S. THE PROFESSIONAL VERSION OF FDO IS ACCESSIBLE TO ORGANIZATIONS AND COMMUNITY STAKEHOLDERS AT NO COST AT OUR FIVE REGIONAL LEARNING CENTERS AND MORE THAN 400 FIN PARTNERS. IN 2018, FDO'S DATA SET EXPANDED TO INCLUDE 13.3 MILLION GRANT RECORDS WITH PROFILES OF 140,000 GRANTMAKERS. DURING THE GRANT PERIOD, WE LAUNCHED THE FDO GUIDE [WWW.FDO.ORG/GUIDE], A MICROSITE TO HELP OUR USERS NAVIGATE THE TOOL, MAXIMIZE THEIR TIME, AND BECOME MORE SKILLED AT USING FDO FOR PROSPECT RESEARCH. THE GUIDE INCLUDES FOUR SECTIONS: KEY SEARCH FEATURES, LEVERAGING GRANTMAKER RESULTS, HOW TO CONNECT WITH FUNDERS, AND EXPLORING RECIPIENT PROFILES. EACH SECTION OUTLINES TIPS SUPPORTED BY SHORT VIDEOS ON HOW TO USE FDO AND ADDITIONAL FOUNDATION CENTER RESOURCES TO ACHIEVE THEIR GOALS. FOR THOSE WHO CAN'T VISIT ONE OF OUR LOCATIONS, FDO QUICK START ALLOWS ACCESS TO ESSENTIAL INFORMATION ABOUT 100,000 FOUNDATIONS AND 250,000 IRS FORMS 990-PF TO EVERYONE VIA COMPUTER, TABLET OR PHONE. IN 2018, MORE THAN ONE MILLION USERS TOOK ADVANTAGE OF THIS FREE TOOL. FOUNDATION MAPS: FOUNDATION MAPS IS FOUNDATION CENTER'S PREMIER DATA VISUALIZATION TOOL AND THE EASIEST WAY TO SEE WHO IS FUNDING WHAT AND WHERE AROUND THE WORLD. WITH MILLIONS OF GRANTS FROM 2006 TO THE PRESENT, INNOVATIVE WAYS TO VISUALIZE FUNDING DATA, AND THE FLEXIBILITY AND PRECISION TO TAILOR RESEARCH, FOUNDATION MAPS HELPS FUNDERS AND NONPROFITS ACCESS THE KNOWLEDGE THEY NEED TO MAKE STRATEGIC DECISIONS AND STRENGTHEN THEIR IMPACT. FOUNDATION MAPS IS AVAILABLE FOR FREE USE ON-SITE AT FOUNDATION CENTER'S FIVE REGIONAL LEARNING CENTERS OR AT ANY OF OUR MORE THAN 400 FINS. IN 2018, FOUNDATION MAPS WAS USED BY 150,350 PEOPLE, A 60 PERCENT INCREASE OVER THE PREVIOUS YEAR. FOUNDATION MAPS CURRENTLY INCLUDES DATA ON 12.7 MILLION GRANTS TOTALING $3.5 TRILLION MADE BY MORE THAN 154,000 FUNDERS TO 809,000 RECIPIENTS. EACH YEAR, WE UPDATE AND ENHANCE THE FEATURES OF FOUNDATION MAPS. OUR 2018 ENHANCEMENTS INCLUDED: - MOVING FOUNDATION MAPS TO AMAZON WEB SERVICES (AWS) WHICH HAS MADE MAPS WORK FASTER AND MORE RELIABLE. AWS AUTOMATICALLY SCALES THE USAGE OF HARDWARE DEPENDING ON THE LOAD, MEANING WE ARE BETTER PREPARED FOR A SUDDEN INCREASE OF VISITS OR USERS' QUERIES. - BEING ABLE TO SEARCH FOR ORGANIZATIONS BASED ON THEIR AKAS/DBAS, WHICH SHOULD MAKE IT MUCH EASIER FOR USERS TO FIND WHAT THEY ARE LOOKING FOR. FORM 990, PART III, LINE 4A ENTERPRISE KNOWLEDGE MANAGEMENT: AS A RESULT OF THE COMPLETE REDESIGN OF OUR ENTERPRISE DATABASE MANAGEMENT SYSTEM (EDMS), WE ARE ABLE TO BRING IN AT LEAST 10 TIMES MORE DATA INTO FOUNDATION CENTER'S PRODUCTS AND SERVICES. IN PREVIOUS YEARS, FOUNDATION CENTER STAFF HAND-CODED DATA INTO OUR TAXONOMY AT THE RATE OF 300,000 GRANTS PER YEAR. IN 2018, OUR EDMS PROCESSED AND INDEXED 3.85 MILLION GRANTS. OUR DATA NOW INCLUDES FEDERAL GOVERNMENT GRANTS AND THE ADDITION OF FOUNDATION GRANTS UNDER $10,000, WHICH PROVIDE MORE POSSIBILITIES TO HELP SMALL NONPROFIT AND COMMUNITY-BASED ORGANIZATIONS FIND FUNDING. BRIDGE: BRIDGE (BASIC REGISTRY OF IDENTIFIED GLOBAL ENTITIES) AIMS TO REVOLUTIONIZE SOCIAL SECTOR INFORMATION SHARING. LED BY FOUNDATION CENTER, GLOBALGIVING, AND GUIDESTAR, BRIDGE ASSIGNS A UNIQUE IDENTIFYING NUMBER TO ORGANIZATIONS AND ENTITIES FROM ANYWHERE IN THE WORLD THAT CONTRIBUTE TO THE SOCIAL SECTOR. THE DATABASE CURRENTLY CONTAINS MORE THAN THREE MILLION NONPROFITS, NGOS, AND CHARITIES WORLDWIDE. IN SEPTEMBER 2018, THESE WERE RELEASED AS OPEN DATA. EACH BRIDGE NUMBER ACTS LIKE A NUMERICAL FINGERPRINT, ALLOWING ORGANIZATIONS TO MORE EASILY DISCOVER WHAT OTHER DATA EXISTS ABOUT ENTITIES OF INTEREST, INTEGRATE THAT DATA INTO THEIR OWN SYSTEMS, MANAGE THEIR OWN DATA BY MINIMIZING THE LIKELIHOOD OF DUPLICATE RECORDS, BE FINDABLE TO OTHER ORGANIZATIONS, SHARE THEIR OWN DATA WITH OTHER ORGANIZATIONS, AND SYSTEMATICALLY TRACK INFORMATION ABOUT ORGANIZATIONAL UNITS (E.G., BUSINESS BRANCHES, DEPARTMENTS, CHAPTERS OF NATIONAL ORGANIZATIONS, ETC.) IN ADDITION TO ORGANIZATIONS AS A WHOLE. GENERAL DATA PROTECTION REGULATION (GDPR): ON MAY 25, 2018 THE EUROPEAN UNION'S GDPR WENT INTO EFFECT. THE GDPR IS DESIGNED TO HARMONIZE DATA PRIVACY LAWS IN EU COUNTRIES, AND "TO PROTECT AND EMPOWER ALL EU CITIZENS' DATA PRIVACY AND TO RESHAPE THE WAY ORGANIZATIONS ACROSS THE REGION APPROACH DATA PRIVACY." BECAUSE FOUNDATION CENTER HAS EU-BASED USERS AND HANDLES DATA ON EUROPEAN INDIVIDUALS, WE WORKED TO ENSURE THAT WE COMPLY WITH THE REGULATION. THIS INCLUDED: UPDATING OUR PRIVACY POLICY, CREATING A DATA RETENTION POLICY, UPDATING OUR TERMS AND CONDITIONS FOR ALL PRODUCTS, REMOVING PERSONALLY IDENTIFIABLE INFORMATION ABOUT EU-BASED INDIVIDUALS SUCH AS FOUNDATION STAFF FROM OUR PRODUCTS, CHANGING HOW WE COLLECT OR STORE INFORMATION ABOUT INDIVIDUALS, AND MORE. NEWS SCRAPING: WE HAVE BEEN WORKING ON BUILDING AUTO-CLASSIFICATION TECHNOLOGY TO SCAN NEWS ARTICLES FROM AROUND THE WORLD TO DETERMINE WHETHER THEY ARE PHILANTHROPY RELATED AND USE IT TO PULL THE MOST CURRENT DATA INTO OUR PRODUCTS. OUR GOAL IS TO PROVIDE OUR USERS WITH NEAR REAL-TIME DATA ON GRANTS FROM AROUND THE WORLD WITHOUT HAVING TO RELY HEAVILY ON U.S.-CENTERED TAX FILINGS BECAUSE THERE IS A TIME LAG BETWEEN WHEN THEY ARE FILED AND WHEN THEY ARE MADE PUBLICLY AVAILABLE. IN JULY 2018, WE BEGAN OUR NEWS BLITZ, SCRAPING AN AVERAGE OF 200,000 ENGLISH-LANGUAGE NEWS ARTICLES EACH NIGHT. THIS AUTO-CLASSIFICATION TECHNOLOGY CURRENTLY ALLOWS US TO PROCESS APPROXIMATELY 50 GRANTS PER WEEK WHICH ARE ALREADY APPEARING IN OUR PRODUCTS. WE EXPECT TO INCREASE THAT NUMBER TO 500 GRANTS PER WEEK AS WE CONTINUE TO IMPROVE AND ENHANCE THE OPERATION OF THE SYSTEM. IN THE FUTURE, WE ALSO PLAN TO USE IT TO IDENTIFY RFPS FROM FUNDERS, OPEN GRANTMAKING PROCESSES, AND NEWS ABOUT THE ESTABLISHMENT OF NEW FOUNDATIONS AROUND THE WORLD TO PROVIDE OUR USERS WITH A TIMELIER AND MORE COMPREHENSIVE VIEW OF THE SECTOR. FOUNDATION WEBSITES: FOUNDATION WEBSITES IS OUR WEB DESIGN AND SUPPORT SERVICES FOR PRIVATE FOUNDATIONS AND OTHER GRANTMAKING ORGANIZATIONS. SURPRISINGLY, ONLY 10 PERCENT OF FOUNDATIONS IN THE U.S. HAVE WEBSITES. WITH A GOAL OF INCREASING FOUNDATION TRANSPARENCY, FOUNDATION CENTER OFFERS TO PROFESSIONALLY DESIGN AND MAINTAIN CUSTOMIZED WEBSITES FOR FOUNDATIONS FREE OF CHARGE OR FOR A MODEST FEE. GRANTMAKERS WHO HAVE WORKED WITH US ON THEIR WEBSITES REPORTED RECEIVING BETTER PROPOSALS AND ANSWERING FEWER REQUESTS BY PHONE AND MAIL, SAVING THEM BOTH TIME AND MONEY. WE CURRENTLY HOST 227 WEBSITES FOR FOUNDATIONS. FORM 990, PART III, LINE 4B MAJOR RESEARCH AND OTHER PROGRAMS ACCOMPLISHMENTS IN 2018 INCLUDE THE FOLLOWING: KNOWLEDGE SERVICES ARE DATA-DRIVEN TOOLS AND CONTENT-RICH PLATFORMS DEVELOPED BY FOUNDATION CENTER FOR FUNDERS AND THEIR NETWORKS, CONSULTANTS, ADVISORS, AND GRANTEES. THEY ARE DESIGNED TO ANSWER FUNDAMENTAL QUESTIONS SUCH AS: WHO IS FUNDING WHAT AND WHERE? HOW CAN WE KNOW WHAT OTHER FUNDERS KNOW? HOW CAN WE MAKE THE MOST OF WHAT WE ARE LEARNING? WE WORK WITH PARTNERS ON CUSTOM PROJECTS TO TRANSFORM OUR INFORMATION, ANALYSIS, AND TECHNOLOGY INTO SOLUTIONS FOR THE SECTOR. FOUNDATION LANDSCAPES: FOUNDATION CENTER AIMS TO CREATE KNOWLEDGE PORTALS THAT COMBINE MULTIPLE RESOURCES, INCLUDING DATA VISUALIZATION TOOLS, NEWS, AND ORIGINAL RESEARCH, TO ILLUMINATE KEY ISSUES IN PHILANTHROPY IN A COMPREHENSIVE AND COHESIVE WAY. THESE PROJECTS, KNOWN AS FOUNDATION LANDSCAPES, ARE DESIGNED FOR ONGOING UPDATES AND TO MAKE IT EASY FOR DONORS TO SCAN THE LANDSCAPE TO REVEAL OPPORTUNITIES, NEEDS, AND GAPS AND SEE HOW THEIR PAST, CURRENT, AND FUTURE EFFORTS FIT INTO THE BROADER FIELD. IN JUNE 2018, WITH SUPPORT FROM THE W.K. KELLOGG FOUNDATION, WE LAUNCHED OUR RACIAL EQUITY LANDSCAPE [WWW.FOUNDATIONCENTER.ORG/RACIALEQUITY] TO AGGREGATE CONTENT FROM ACROSS OUR MULTIPLE WEB PROPERTIES, MAKING IT EASILY ACCESSIBLE FOR USERS WHO ARE INTERESTED IN TAKING A DEEPER DIVE INTO THE SUBJECT. THE SITE INCLUDES DATA ON WHO IS FUNDING RACIAL EQUITY WORK AND WHERE THE MONEY IS GOING, A COLLECTION OF RESEARCH, UPCOMING TRAININGS AND WEBINARS, NEWS ARTICLES, AND BLOG POSTS FROM EXPERTS IN THE FIELD. PHILANTHROPIC INFRASTRUCTURE ORGANIZATIONS PROVIDE ESSENTIAL SERVICES SUCH AS STRATEGIC PLANNING; EVALUATION, ASSESSMENT, AND FEEDBACK; BOARD AND STAFF DEVELOPMENT; DATA AND RESEARCH; LEGAL SERVICES; BUSINESS MODELING; AND SUPPORT FOR DIVERSITY, EQUITY, AND INCLUSION EFFORTS. THEY FORM A MUCH-NEEDED BACKBONE FOR WORK ON OUR MOST CRITICAL GLOBAL CHALLENGES, ENABLING CHANGE-MAKERS TO BE MORE EFFECTIVE IN THEIR EFFORTS TO BUILD A BETTER FUTURE. ALSO IN 2018, WITH SUPPORT FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, WE MAPPED THE COMPOSITION OF AND SUPPORT FOR THE ECOSYSTEM OF PHILANTHROPIC INFRASTRUCTURE ORGANIZATIONS. THE SITE [WWW.INFRASTRUCTURE.FOUNDATIONCENTER.ORG], AND ITS ACCOMPANYING REPORT, U.S. FOUNDATION FUNDING FOR NONPROFIT AND PHILANTHROPIC INFRASTRUCTURE 2004-2015, ANALYZE 21,148 INFRASTRUCTURE-RELATED GRANTS MADE BY 881 FUNDERS TO 511 ORGANIZATIONS OVER THAT PERIOD. IN PARTNERSHIP WITH EARLY CHILDHOOD FUNDERS COLLABORATIVE, THE HEISING-SIMONS FOUNDATION, AND FRANK PORTER GRAHAM CHILD DEVELOPMENT INSTITUTE, IN DECEMBER 2018 WE LAUNCHED THE FUNDING FOR EARLY CHILDHOOD CARE AND EDUCATION LANDSCAPE [WWW.ECFUNDERS.ORG/FUNDING-LANDSCAPE]. PRIVATE FOUNDATIONS IN THE U.S. HAVE MADE GRANTS OF MORE THAN $6 BILLION TOWARDS IMPROVING EARLY CHILDHOOD CARE AND EDUCATION SINCE 2006. THIS PROJECT PROVIDES FUNDERS AND PRACTITIONERS WITH AN OVERVIEW OF WHERE THAT FUNDING HAS BEEN CONCENTRATED, IDENTIFIES AREAS IN WHICH MORE SUPPORT MIGHT BE NEEDED, AND HELPS FIND POTENTIAL PARTNERS TO MOVE THIS CRUCIAL WORK FORWARD. WE ALSO MADE ENHANCEMENTS TO OUR EXISTING FOUNDATION LANDSCAPES PROJECTS. IN JANUARY 2018, OUR ADVANCING HUMAN RIGHTS WEB PORTAL WAS UPDATED WITH NEW TRENDS DATA, REVEALING A 45 PERCENT INCREASE IN HUMAN RIGHTS FUNDING WORLDWIDE BETWEEN 2011 AND 2015. IN ADDITION TO THE SITE UPDATE, WE ALSO LAUNCHED A BLOG SERIES FEATURING HUMAN RIGHTS FUNDERS WHO PROVIDE A BEHIND-THE-SCENES GLIMPSE INTO KEY TRENDS RELATED TO THEIR AREAS OF FOCUS. IN AUGUST 2018, WE LAUNCHED NEW DASHBOARDS ON OUR FOUNDATION FUNDING FOR U.S. DEMOCRACY SITE, OUR FREELY ACCESSIBLE NONPARTISAN DATA VISUALIZATION PORTAL FEATURING TENS OF THOUSANDS OF GRANTS. THE NEW DASHBOARDS, ONE FOR EACH OF THE FOUR SUBJECT CATEGORIES (CAMPAIGNS AND ELECTIONS, CIVIC PARTICIPATION, GOVERNMENT STRENGTHENING, AND MEDIA), ALLOW USERS TO BROWSE THROUGH GRANULAR GRANTS-LEVEL INFORMATION AND PROVIDE A DETAILED PICTURE OF HOW INSTITUTIONAL PHILANTHROPY IS ENGAGING WITH U.S. DEMOCRACY. THE SITE'S REVAMPED HOMEPAGE ALSO ALLOWS USERS TO EASILY NAVIGATE ACROSS THE FUNDING TOOL, THE ISSUELAB RESEARCH COLLECTION, AS WELL AS INFOGRAPHICS. IN OCTOBER 2018 WE ADDED A NEW FEATURE ON YOUTHGIVING.ORG, CAUSES: YOUTH IN ACTION. THE NEW PAGES PROVIDE AN IN-DEPTH LOOK AT HOW YOUTH FUNDERS ARE APPROACHING CRITICAL ISSUES IN THE WORLD TODAY. WHILE THERE ARE MANY CAUSES AROUND WHICH YOUTH ARE ENERGIZED, THE NEW FEATURE FOCUSES ON THREE TO START ENVIRONMENT, IMMIGRATION, AND MENTAL HEALTH WITH EACH PAGE SHOWCASING CURRENT FUNDING DATA, WAYS YOUTH CAN GET INVOLVED, AND STORIES FROM YOUTH HIGHLIGHTING THEIR WORK TO EFFECT CHANGE. EACH YEAR, FOUNDATION CENTER AND THE CENTER FOR DISASTER PHILANTHROPY ANALYZE GLOBAL DISASTER-RELATED FUNDING FROM FOUNDATIONS, BILATERAL AND MULTILATERAL DONORS, THE U.S. FEDERAL GOVERNMENT, CORPORATIONS, AND DONORS WHO GIVE THROUGH DONOR-ADVISED FUNDS AND ONLINE PLATFORMS. IN 2018 WE RELEASED THE FIFTH ANNUAL EDITION OF THE MEASURING THE STATE OF DISASTER PHILANTHROPY: DATA TO DRIVE DECISIONS REPORT AND UPDATED THE DASHBOARD ON OUR LANDSCAPE [DISASTERPHILANTHROPY.FOUNDATIONCENTER.ORG] TO INCLUDE 2016 DATA. FOR THE FIRST TIME WE WERE ABLE TO AUGMENT OUR ANALYSIS WITH CONTRIBUTIONS BY NON-U.S. DONORS, PUBLIC CHARITIES, AND SMALLER U.S. FOUNDATIONS, ENABLING US TO SEE A MUCH BROADER PICTURE OF DISASTER PHILANTHROPY BY INSTITUTIONS. GRANTCRAFT: GRANTCRAFT HARNESSES THE PRACTICAL WISDOM OF FUNDERS WORLDWIDE TO PROVIDE FREE RESOURCES THAT IMPROVE THE PRACTICE OF PHILANTHROPY. IN THE LAST YEAR, GRANTCRAFT SUCCESSFULLY INCREASED ITS AUDIENCE, ATTRACTING NEARLY 93,800 SOCIAL SECTOR STAKEHOLDERS FROM COUNTRIES ACROSS THE GLOBE SPANNING THE FOUNDATION, NONPROFIT, ACADEMIC, MEDIA, GOVERNMENT, AND BUSINESS SECTORS. AS PART OF OUR ONGOING #OPENFORGOOD CAMPAIGN, IN APRIL 2018 WE LAUNCHED A NEW GRANTCRAFT GUIDE, OPEN FOR GOOD: KNOWLEDGE SHARING TO STRENGTHEN GRANTMAKING, WHICH EXPLORES HOW FUNDERS CAN SHARE THEIR KNOWLEDGE WITH THE REST OF THE SOCIAL SECTOR. GRANTCRAFT ALSO LAUNCHED TWO LEADERSHIP SERIES PAPERS ABOUT WHERE POWER SITS IN PHILANTHROPIC PRACTICE FROM WORDS TO ACTION: A PRACTICAL PHILANTHROPIC GUIDE TO DIVERSITY, EQUITY, AND INCLUSION, BY BARBARA CHOW; AND HOW COMMUNITY PHILANTHROPY SHIFTS POWER: WHAT DONORS CAN DO TO HELP MAKE THAT HAPPEN, BY JENNY HODGSON AND ANNA POND. BOTH PAPERS ENCOURAGE FUNDERS TO RETHINK THEIR RELATIONSHIPS WITH GRANTEES, PARTNERS, AND EACH OTHER AND CONSIDER WHAT THEY CAN DO TO FOSTER GREATER INCLUSIVITY AND GIVE MORE POWER TO THOSE WHO LACK IT. IN OCTOBER 2018, GRANTCRAFT LAUNCHED LAUNCH A NEW GUIDE, DECIDING TOGETHER: SHIFTING POWER AND RESOURCES THROUGH PARTICIPATORY GRANTMAKING. THIS GUIDE EXPLORES HOW FUNDERS CAN ENGAGE IN PARTICIPATORY GRANTMAKING AND CEDE DECISION-MAKING POWER ABOUT FUNDING DECISIONS TO THE VERY COMMUNITIES THEY AIM TO SERVE. THE GUIDE AND CONNECTED RESOURCES ILLUSTRATE WHY AND HOW FUNDERS AROUND THE WORLD ARE ENGAGING IN THIS PRACTICE THAT IS SHIFTING TRADITIONAL POWER DYNAMICS IN PHILANTHROPY. IT INCLUDES INSIGHT ABOUT THE VALUES, BENEFITS, AND CHALLENGES OF BEING PARTICIPATORY; TOOLS, WISDOM, AND EXAMPLES FROM FUNDERS TAKING THIS APPROACH; AND DISCUSSION QUESTIONS TO APPLY TO YOUR OWN STRATEGIES. CF (COMMUNITY FOUNDATION) INSIGHTS: CF INSIGHTS IS THE LEADER IN DATA COLLECTION AND RESEARCH FOR THE COMMUNITY FOUNDATION FIELD IN THE U.S. WITH A REPUTATION FOR BENCHMARKING AND ANALYSIS OF TRENDS. CF INSIGHTS CONTINUED TO DELIVER A HIGH LEVEL OF SERVICE TO ITS MEMBERS AND WORKED WITH PARTNERS TO RELEASE GROUNDBREAKING RESEARCH ON THE NEED FOR INCREASED COLLABORATION AMONGST LEADERS OF COMMUNITY FOUNDATIONS. IN JULY 2018, CF INSIGHTS LAUNCHED THE 2017 COLUMBUS SURVEY RESULTS DASHBOARD, A SURVEY OF 269 PARTICIPATING COMMUNITY FOUNDATIONS THAT REFLECT A WIDE VARIETY OF SIZES, LOCATIONS, AND COMMUNITIES SERVED. THE DASHBOARD PROVIDES ACCESS TO THE MOST UP-TO-DATE, COMPREHENSIVE DATASET REFLECTING THE CURRENT FINANCIAL STATE OF COMMUNITY FOUNDATIONS IN THE U.S. IN PARTNERSHIP WITH A GROUP OF COMMUNITY FOUNDATION LEADERS, CF INSIGHTS CONDUCTED A FIELD-WIDE SURVEY OF COMMUNITY FOUNDATION CEOS. IN SEPTEMBER 2018, CF INSIGHTS RELEASED A REPORT, ASSESSING THE NEED FOR A NATIONWIDE COMMUNITY FOUNDATION CEO NETWORK, WHICH EXAMINED THE RESULTS. TOGETHER, CF INSIGHTS MEMBERS SERVE HALF OF THE U.S. POPULATION AND REPRESENT TWO-THIRDS OF TOTAL COMMUNITY FOUNDATION ASSETS. THROUGH CF INSIGHTS, COMMUNITY FOUNDATIONS HAVE THE ABILITY TO IMPROVE PERFORMANCE AND SUSTAINABILITY INDIVIDUALLY AND COLLECTIVELY. FORM 990, PART III, LINE 4B ISSUELAB: ISSUELAB REPRESENTS ONE OF THE LARGEST PLATFORMS OF SOCIAL SECTOR KNOWLEDGE, CONTAINING MORE THAN 27,000 PUBLICLY AVAILABLE RESOURCES PRODUCED BY 6,850 ORGANIZATIONS. THE PLATFORM IS INCREASINGLY INVOLVED IN CURATING AND SHARING SPECIAL COLLECTIONS OF KNOWLEDGE TO HELP INFORM BOTH FUNDERS AND PRACTITIONERS. IN JUNE 2018, ISSUELAB LAUNCHED ITS SPECIAL DEMOCRACY COLLECTION WHICH CONTAINS REPORTS ABOUT ELECTION AND CAMPAIGN ADMINISTRATION, VOTING ACCESS AND PARTICIPATION, GOVERNMENT PERFORMANCE AND PERCEPTIONS OF THAT PERFORMANCE, THE ROLE OF THE MEDIA IN DEMOCRACY, AND MORE. ISSUELAB ALSO CURATED A SPECIAL COLLECTION ON RACIAL EQUITY WHICH CONTAINS MORE THAN 100 REPORTS, SURVEYS, POLICY BRIEFS, AND TOOLKITS FROM EXPERTS IN THE FIELD. DURING THE GRANT PERIOD WE ADDED 3,817 REPORTS TO ISSUELAB. GLASSPOCKETS: GLASSPOCKETS CHAMPIONS PHILANTHROPIC TRANSPARENCY BY PROVIDING THE DATA, RESOURCES, EXAMPLES, AND ACTION STEPS FOUNDATIONS NEED TO UNDERSTAND ITS VALUE, BE MORE OPEN IN THEIR OWN COMMUNICATIONS, AND SHINE A LIGHT ON HOW PRIVATE ORGANIZATIONS ARE SERVING THE PUBLIC GOOD. IN 2018, THERE WERE MORE THAN 45,000 USERS OF GLASSPOCKETS. FOUNDATIONS REPORT THAT GLASSPOCKETS HAS HELPED THEM TO DESIGN ACCOUNTABILITY STRATEGIES WHICH HAVE RESULTED IN TRANSPARENCY IMPROVEMENTS WITHIN THEIR INSTITUTIONS. DURING THE GRANT PERIOD, WE PROMOTED OUR #OPENFORGOOD CAMPAIGN THROUGH GLASSPOCKETS TO DEMONSTRATE THE IMPORTANCE OF KNOWLEDGE SHARING BY FEATURING EXAMPLES VIA ITS BLOGS AND ADDING A NEW WIDGET TO EACH GLASSPOCKETS PROFILE SHOWING THE KNOWLEDGE EACH FOUNDATION HAS SHARED. APPROXIMATELY, 70 PERCENT OF THE 96 FOUNDATIONS WITH "GLASSPOCKETS" NOW SHARE THEIR KNOWLEDGE VIA THEIR WEBSITES IN SEARCHABLE KNOWLEDGE CENTERS, REPRESENTING A 20 PERCENT INCREASE OVER THE PREVIOUS YEAR. GLASSPOCKETS CONTINUES TO GROW GLOBALLY WITH THE LATEST PARTICIPANTS COMING FROM SWITZERLAND AND NEW ZEALAND. DURING THE GRANT PERIOD, GLASSPOCKETS INTRODUCED TWO NEW BLOG SERIES. BECAUSE OF THE POWER OF TRANSPARENCY TO IMPROVE FOUNDATION DIVERSITY, EQUITY, AND INCLUSION, GLASSPOCKETS IDENTIFIED GRANTMAKERS, PRACTITIONERS, AND SOCIAL SECTOR EXPERTS TO WEIGH IN ON HOW TRANSPARENCY CAN LEAD TO A MORE INCLUSIVE PHILANTHROPIC FIELD AND FEATURED THEM IN OUR RACIAL EQUITY & TRANSPARENCY THOUGHT LEADERSHIP SERIES [BLOG.GLASSPOCKETS.ORG/RACIAL-EQUITY]. DESIGNED TO SPOTLIGHT KNOWLEDGE ABOUT WAYS IN WHICH PHILANTHROPY IS WORKING TO STRENGTHEN AMERICAN DEMOCRACY, OUR DEMOCRACY FUNDING BLOG SERIES [BLOG.GLASSPOCKETS.ORG/DEMOCRACY-FUNDING-SERIES] FOCUSES ON HIGHLIGHTING NEW RESEARCH AND INTERVIEWING TOP FUNDERS AND RECIPIENTS WORKING IN THIS AREA. EYE ON THE GIVING PLEDGE: SINCE 2010, 183 OF THE WORLD'S WEALTHIEST INDIVIDUALS AND FAMILIES HAVE JOINED THE GIVING PLEDGE, PUBLICLY DECLARING THEIR INTENTIONS TO COMMIT THE MAJORITY OF THEIR ASSETS TO PHILANTHROPIC CAUSES. GLASSPOCKETS IS KEEPING AN EYE ON THE GIVING PLEDGE, PROVIDING AN IN-DEPTH PICTURE OF THE PARTICIPANTS, THEIR PUBLICLY ACCESSIBLE CHARITABLE ACTIVITIES, AND THE POTENTIAL IMPACT OF THIS COLLECTIVE EFFORT. WE CONTINUE TO UPDATE THE INFORMATION AVAILABLE AND MAINTAIN DETAILED PROFILES ON THOSE WHO HAVE SIGNED THE PLEDGE. THEY RANGE IN AGE FROM 32 TO 95 FROM ACROSS 23 COUNTRIES WITH A COMBINED NET WORTH OF $994 BILLION. FORM 990, PART III, LINE 4C MAJOR LIBRARY/LEARNING CENTER AND OTHER PUBLIC SERVICES ACCOMPLISHMENTS IN 2018 INCLUDE THE FOLLOWING: THE CENTER OPERATES PROFESSIONALLY STAFFED LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS: NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO THAT OFFER FREE ACCESS TO THE CENTER'S ONLINE SUBSCRIPTION DATABASES AND BOOKS, OTHER RESOURCES ON FUNDERS AND ALL ASPECTS OF PHILANTHROPY AND NONPROFIT MANAGEMENT AND FREE EDUCATIONAL PROGRAMS. THE CENTER HAS AN ONLINE LIBRARIAN WHO RESPONDS TO REFERENCE QUESTIONS FROM PEOPLE WHO PREFER TO USE ITS RESOURCES ONLINE. THE CENTER PROVIDES FREE IN-PERSON PROGRAMS WHICH GIVE PARTICIPANTS A COMPREHENSIVE UNDERSTANDING OF THE GRANT-SEEKING PROCESS. THE CENTER ALSO COORDINATES A NETWORK OF FUNDING INFORMATION CENTERS NATIONWIDE AND AROUND THE WORLD MORE THAN 400 FIN PARTNERS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES, INCLUDING THE FOUNDATION DIRECTORY ONLINE PROFESSIONAL AND TRAINING. OTHER MAJOR LIBRARY/LEARNING CENTER ACCOMPLISHMENTS IN 2018 INCLUDE THE FOLLOWING: FREE ACCESS TO FOUNDATION CENTER RESOURCES AND TRAINING COURSES: DURING THE GRANT PERIOD, FOUNDATION CENTER SERVED SIX MILLION PEOPLE THROUGH OUR ONLINE PROPERTIES, OUR FIVE REGIONAL LEARNING CENTERS IN NEW YORK CITY, WASHINGTON, D.C., ATLANTA, CLEVELAND, AND SAN FRANCISCO, AND OUR 400+ FUNDING INFORMATION NETWORK PARTNER LOCATIONS (FINS) LOCATED ACROSS THE U.S. AND SEVEN ADDITIONAL COUNTRIES AROUND THE WORLD. IN 2018, MORE THAN 15,000 ATTENDEES VISITED OUR IN-PERSON TRAININGS AND EVENTS ACROSS OUR FIVE REGIONAL LEARNING CENTERS. IN ADDITION TO OUR STANDARD COURSE OFFERINGS, EACH YEAR WE UPDATE OUR TRAINING CONTENT TO ENSURE THAT OUR COURSES ADDRESS TIMELY ISSUES FOR SOCIAL SECTOR PROFESSIONALS. FOR EXAMPLE, IN 2018 WE HELD PANEL DISCUSSIONS ON TOPICS SUCH AS THE TAX CUTS AND JOBS ACT, REACHING AUDIENCES IN THE AGE OF THE GENERAL DATA PROTECTION REGULATION, AND MORE. THE LIBRARIES OF OUR REGIONAL LEARNING CENTERS WERE VISITED OVER 7,000 TIMES, WHERE VISITORS USED OUR SUBSCRIPTION-BASED SERVICES AT NO CHARGE, GUIDED BY EXPERT LIBRARIANS AND RESOURCE SPECIALISTS. FOUNDATION CENTER STAFF ALSO PROVIDED 80 OFFSITE TRAININGS AT OUR FINS TO AN ADDITIONAL 1,500 PEOPLE. AS THE SOCIAL SECTOR LANDSCAPE EVOLVES AND MORE OF OUR USERS ACCESS OUR SERVICES ONLINE, WE CONTINUE TO ADAPT OUR OFFERINGS TO MEET THEIR NEEDS. IN APRIL 2018, FOUNDATION CENTER BEGAN PROVIDING THE SECTOR WITH EBOOKS ON NONPROFIT MANAGEMENT, PROPOSAL WRITING, AND FUNDRAISING THAT THEY CAN BORROW FREE OF CHARGE FOR TWO WEEKS AT A TIME. THE LAUNCH OF OUR VIRTUAL LIBRARY, WHICH IS ALWAYS OPEN EVEN WHEN OUR PHYSICAL LIBRARIES ARE CLOSED, MAKES OUR RESOURCES MORE EASILY ACCESSIBLE TO A BROADER AUDIENCE AND ALLOWS US TO SERVE A GROWING NUMBER OF PEOPLE. DURING THE GRANT PERIOD, 390 PEOPLE REGISTERED FOR ACCOUNTS, AND TITLES FROM OUR COLLECTION WERE BORROWED 718 TIMES. TO ENSURE THAT OUR CAPACITY-BUILDING TOOLS ARE AVAILABLE TO ANYONE, ANYWHERE, WE USE AN ONLINE LEARNING PLATFORM TO OFFER NEW AND IMPROVED TRAININGS IN THREE CORE COMPETENCIES: FUNDRAISING, ORGANIZATIONAL SUSTAINABILITY, AND LEADERSHIP AND MANAGEMENT. THESE OFFERINGS RANGE FROM INTRODUCTION TO PROPOSAL WRITING TO MORE ADVANCED SKILL-BUILDING COURSES SUCH AS YOUR BOARD AND FUNDRAISING. IN 2018, NEARLY 30,000 PEOPLE REGISTERED FOR OUR ONLINE TRAININGS AND SELF-PACED ELEARNING COURSES. IN 2018, WE EXPANDED OUR LIVESTREAMING CAPABILITIES SO THAT WE COULD SHARE SPECIAL PROGRAMS OUT OF OUR NEW YORK HEADQUARTERS, ALLOWING OUR ONLINE AUDIENCE TO PARTICIPATE AND ASK QUESTIONS FROM ANYWHERE AROUND THE GLOBE. WE ALSO MADE THESE SESSIONS AVAILABLE FOR REPLAY IMMEDIATELY AFTER THE EVENTS. IN ADDITION TO OUR ONLINE LEARNING TOOLS AND IN-PERSON TRAININGS, OUR ONLINE LIBRARIAN SERVICE MADE IT EASY FOR PEOPLE WHO WERE UNABLE TO ACCESS OUR PHYSICAL LOCATIONS TO ENGAGE WITH OUR TEAM OF EXPERTS TO GET ANSWERS TO THEIR QUESTIONS ABOUT FOUNDATIONS, PHILANTHROPY, FUNDRAISING, AND NONPROFITS. IN 2018, OUR ONLINE LIBRARIAN SERVICE RESPONDED TO MORE THAN 12,000 LIVE CHATS AND EMAIL INQUIRIES. GRANTSPACE: IN THE PAST YEAR, OUR ONLINE LEARNING PLATFORM, GRANTSPACE, HAS BEEN UTILIZED BY 1.7 MILLION PEOPLE. IN 2018, WE REDESIGNED AND RELAUNCHED A MORE USER-CENTERED GRANTSPACE FEATURING SIMPLER NAVIGATION, IMPROVED SEARCHING CAPABILITIES, AND GEOLOCATION OPTIONS SO THAT USERS CAN EASILY LOCATE FOUNDATION CENTER TRAININGS AND LOCATIONS NEAR THEM. WE LAUNCHED A NEW WEBINAR SERIES TITLED, ALL TOGETHER NOW: CONVERSATIONS IN DIVERSITY, EQUITY, AND INCLUSION. THESE SESSIONS EXPLORE THE NUANCES OF FUNDRAISING, ORGANIZATIONAL SUSTAINABILITY, AND LEADERSHIP AND MANAGEMENT FROM THE PERSPECTIVE OF SOCIAL SECTOR PROFESSIONALS FROM HISTORICALLY MARGINALIZED COMMUNITIES. DURING THE GRANT PERIOD, WE OFFERED FIVE LIVE WEBINARS FOR THIS SERIES AND MADE THE RECORDED VERSION AVAILABLE ON GRANTSPACE WHERE THEY WERE VIEWED OVER 1,600 TIMES. WE ALSO CONTINUED TO PROVIDE ACCESS TO AUDIENCES THAT ARE OFTEN UNDERSERVED; OUR GRANTSPACE CONTENT INCLUDES ARTICLES, WEBINARS, TUTORIALS, AND OTHER MATERIALS IN SPANISH. OUR KEY TRAINING RESOURCES CONTINUED TO BE AVAILABLE FOR DOWNLOAD IN BOTH ENGLISH AND SPANISH, AND WE CONTINUE TO SERVE PEOPLE WITH VISUAL IMPAIRMENTS. FUNDING INFORMATION NETWORK (FIN): FIN PARTNERS SERVE THE NONPROFIT COMMUNITIES MOST IN NEED OF FOUNDATION CENTER RESOURCES BY PROVIDING LOCAL ACCESS TO OUR ONLINE SUBSCRIPTION DATABASES AT NO COST TO END USERS AND OFFERING ADDITIONAL CAPACITY-BUILDING SUPPORT. IN 2018, WE ADDED 18 PARTNERS TO OUR NETWORK. WE CURRENTLY HAVE MORE THAN 400 FINS LOCATED ACROSS THE U.S. AND A GLOBAL PRESENCE IN SEVEN ADDITIONAL COUNTRIES. DURING THE GRANT PERIOD, WE INTRODUCED TWO NEW PROGRAM TIERS, ACCESS AND TRAINING. THESE TIERS ALLOW FIN PARTNERS TO OPT-IN AT THE LEVEL THAT BEST ADDRESSES THE NEEDS OF THEIR COMMUNITIES. ACCESS PARTNERS PROVIDE SUPPORT TO NONPROFITS LOOKING FOR FUNDING DATA THROUGH ACCESS TO OUR RECENTLY ENHANCED DATABASE, FOUNDATION DIRECTORY ONLINE (FDO). IN ADDITION TO PROVIDING ACCESS TO OUR FUNDING DATABASES, TRAINING PARTNERS OFFER CAPACITY-BUILDING PROGRAMS TO LOCAL NONPROFITS BY LEVERAGING FOUNDATION CENTER'S SIGNATURE TRAINING CURRICULUM AND CONDUCT MORE EXTENSIVE OUTREACH IN THEIR COMMUNITIES. TRAINING PARTNERS ARE PROVIDED WITH DEDICATED MONTHLY PROFESSIONAL DEVELOPMENT SUPPORT, ALLOWING THEM TO BUILD ON THEIR LEARNING. PHILANTHROPY NEWS DIGEST (PND): PND, A DAILY NEWS SERVICE OF FOUNDATION CENTER, IS A COMPENDIUM OF PHILANTHROPY-RELATED ARTICLES AND FEATURES CULLED FROM PRINT AND ELECTRONIC MEDIA OUTLETS NATIONWIDE AS WELL AS REQUESTS FOR PROPOSALS (RFPS) FROM FOUNDATIONS AND JOB LISTINGS. MORE THAN 1.3 MILLION PEOPLE RELIED ON PND AS A SOURCE OF INFORMATION ABOUT THE SOCIAL SECTOR IN 2018, A 23 PERCENT INCREASE OVER THE PREVIOUS YEAR. PHILANTOPIC, THE PND BLOG, PROVIDES OPINIONS AND COMMENTARY ON THE CHANGING WORLD OF PHILANTHROPY AND PUBLISHED 180 POSTS IN 2018. FORM 990, PART VI, SECTION B, LINE 11B THE CENTER'S FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM, PKF O'CONNOR DAVIES. THE DRAFT FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S VP OF FINANCIAL STRATEGY AND PRESIDENT. SUBSEQUENTLY, THE AUDIT COMMITTEE OF THE CENTER'S BOARD OF TRUSTEES AND THE FULL BOARD RECEIVE AN ELECTRONIC COPY OF THE FORM 990 AND REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, OFFICERS, MANAGER AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING THE CENTER. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS THE CENTER'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT MAY ANSWER QUESTIONS THAT SHALL ARISE FROM THE BOARD OF TRUSTEES, BUT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIR OF THE BOARD. IN ADDITION, IF THE CONFLICTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST IN THE MATTER, THE BOARD WOULD NEED TO CONSIDER ALTERNATIVES. FORM 990, PART VI, SECTION B, LINE 15 THE CENTER'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE PRESIDENT AND REVIEWS THE COMPENSATION FOR THE OTHER OFFICER(S) AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS MADE ARE MAINTAINED IN THE MINUTES IN THE CORPORATE SECRETARY'S OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER'S AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT FOR THE PAST FIVE YEARS ARE POSTED ON ITS WEBSITE AND ARE DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. FORM 990, PART XI, LINE 9: POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST 272,306. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.