2025-11-17T12:43:58-06:00 2024-12-31 453269313 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2024-01-01 954240775 THE MILKEN INSTITUTE MILK 3105704600 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 RICHARD DITIZIO CEO 3105704600 2025-11-17 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2025-11-14 2024 2025-03-06 01:10:19Z RICHARD DITIZIO 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 391328333 0 X WWW.MILKENINSTITUTE.ORG X 1989 CA TO ADVANCE SOLUTIONS THAT WIDEN ACCESS TO CAPITAL, CREATE JOBS AND IMPROVE HEALTH. 12 10 357 0 0 355163 216631673 356175297 2105115 3191045 45221999 28398666 700667 1211668 264659454 388976676 50087825 52388884 0 0 48392628 47220211 450000 450000 5336422 51919271 51306585 150849724 151365680 113809730 237610996 1237778532 1525254492 117493359 176658462 1120285173 1348596030 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 117305825 52388884 0 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. 17669742 0 3191045 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. 2530641 0 0 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. 137506208 1 1 0 1 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 1 309 0 1 357 1 1 1 1 SN UK 0 0 0 1 1 0 0 0 0 1 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 X X 1044552 0 78484 MICHAEL L KLOWDEN EXECUTIVE VICE CHAIRMAN 40.00 5.30 X X 39211 0 77984 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 X 0 0 0 MARIANO GUZMAN DIRECTOR 0.30 X 0 0 0 DR FREDA LEWIS-HALL DIRECTOR 0.30 X 0 0 0 GREGORY MILKEN DIRECTOR 0.30 X 0 0 0 LANCE MILKEN DIRECTOR 0.30 X 0 0 0 LORI MILKEN DIRECTOR 0.30 X 0 0 0 KNEELAND YOUNGBLOOD DIRECTOR 0.30 X 0 0 0 JOHN HUNTER COO & CFO 40.00 6.00 X 528790 0 97904 RACHEL GOSLINS EXEC DIRECTOR - MCAAD 40.00 X 489347 0 52592 ESTHER KROFAH EXECUTIVE VICE PRESIDENT 40.00 X 514764 0 41931 MARTHA MAZZONE GENERAL COUNSEL 40.00 X 466743 0 52592 SARAH SANDLER EXEC DIR-BUSINESS & PROG DEVELOPMENT 40.00 X 505063 0 45092 MELISSA STEVENS EXECUTIVE VICE PRESIDENT 40.00 X 514889 0 35425 4103359 0 482004 138 0 1 0 THE JOHN AKRIDGE COMPANY 601 13TH STREET NW SUITE 300N WASHINGTON DC 20005 CONSTRUCTION AND PROPERTY MANAGEMENT 61075636 JAMES G DAVIS CONSTRUCTION CORPORATION 12530 PARKLAWN DRIVE ROCKVILLE MD 20852 CONSTRUCTION 16222672 DESIGN AND PRODUCTION INCORPORATED 7110 RAINWATER PLACE LORTON VA 22079 ART EXHIBIT DEVELOPMENT 13199082 4WALL ENTERTAINMENT INC 3165 WEST SUNSET ROAD SUITE 100 LAS VEGAS NV 89118 ENTERTAINMENT & PRODUCTION 10245847 RAND CONSTRUCTION CORPORATION 1029 NORTH ROYAL STREET ALEXANDRIA VA 22314 ARCHITECTURE AND CONSTRUCTION 8115984 137 4973812 351201485 56655804 356175297 CONFERENCES 900099 3191045 3191045 3191045 29158430 29158430 1211668 0 1211668 1211668 1211668 944563 1704327 -759764 -759764 -759764 647330 4973812 647330 0 388976676 3191045 0 29610334 42899293 42899293 528668 528668 8960923 8960923 1866925 1615788 153485 97652 35512659 30735528 2919596 1857535 1331502 1152389 109467 69646 5977283 5173224 491409 312650 2531842 2191261 208150 132431 361524 361524 135793 135793 450000 450000 124707 124707 12429262 11146755 1058840 223667 309549 309549 3332337 2884074 273961 174302 2181683 1888205 179362 114116 1016153 879461 83541 53151 5963239 5161069 490255 311915 17853405 15451780 1467779 933846 3487121 3018037 286686 182398 583181 504732 47945 30504 PRINTING & PUBLICATION 2130686 2130686 PROPERTY TAX 813805 704333 66905 42567 RESEARCH 414413 358667 34070 21676 FILING FEES 10596 9171 871 554 159131 112164 28704 18263 151365680 137506208 8523050 5336422 61094782 4177500 259589702 308495895 112114908 281956546 23632738 63944009 651536927 18058274 557630483 633478653 46371253 42378124 156709843 164046563 20634823 26777202 1237778532 1525254492 67516373 97228125 30016306 46998898 19960680 32431439 117493359 176658462 X 1120285173 1348596030 1120285173 1348596030 1237778532 1525254492 X 237610996 -9265136 -35003 X X 0 1 X 1 0 X 121048896 289090736 252970179 216631673 356175295 1235916779 121048896 289090736 252970179 216631673 356175295 1235916779 296740270 939176509 8248329 17262209 19647154 38312343 30370098 113840133 1349756912 6741733 0.69580 0.72520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146029258 146029258 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 12000 11000 23000 250000 250000 250000 250000 1000000 1500000 37322995 37322995 173072361 17029879 156042482 157898 42959 114939 2569873 985436 1584437 438413800 438413800 633478653 164046563 C 164046563 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, 2024, 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 FUNDING SUPPORT FOR MILKEN INSTITUTE ASIA CENTER PROGRAMATIC ACTIVITIES AND ASIA 8192035 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 17 PROGRAM SERVICES FUNDING SUPPORT FOR MILKEN INSTITUTE EUROPE LIMITED PROGRAMATIC ACTIVITIES AND LONDON 7128745 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES FUNDING SUPPORT FOR MILKEN INSTITUTE PROGRAMS AND MEA SUMMIT 1951883 CHINA (INCLUDING HONG KONG), EAST TIMOR, FIJI, INDONESIA, JAPAN, KIRIBATI, 0 0 PROGRAM SERVICES FUNDING SUPPORT FOR MILKEN INSTITUTE PROGRAMS AND HONG KONG SYMPOSIUM 631329 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES FUNDING SUPPORT FOR MILKEN INSTITUTE PROGRAMS AND MEXICO SYMPOSIUM 261598 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS - AWARDS FOR MILKEN MOTSEPE PRIZE WINNERS 450000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO SUPPORT AWARDS FOR MILKEN MOTSEPE PRIZE WINNERS, RESEARCH INTO BIPOLAR DISORDER, AND AMYOT 8410923 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS - AWARDS FOR MILKEN MOTSEPE PRIZE WINNERS 100000 2 33 0 0 2 33 27126513 0 27126513 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 250000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 300000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 293888 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 222353 WIRE PAYMENT 0 SUB-SAHARAN AFRICA MILKEN-MOTSEPE PRIZE 250000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 300000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 300000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 299568 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 207647 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) MILKEN-MOTSEPE PRIZE 1000000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) MILKEN-MOTSEPE PRIZE 100000 WIRE PAYMENT 0 SUB-SAHARAN AFRICA MILKEN-MOTSEPE PRIZE 100000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) MILKEN-MOTSEPE PRIZE 100000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) BIPOLAR DISORDER RESEARCH 1536275 WIRE PAYMENT 0 SUB-SAHARAN AFRICA MILKEN-MOTSEPE PRIZE 100000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) BIPOLAR DISORDER RESEARCH 2960203 WIRE PAYMENT 0 NORTH AMERICA MILKEN-MOTSEPE PRIZE 100000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 300000 WIRE PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH 240989 WIRE PAYMENT 0 8 11 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. AWARDS ARE THE RESULT OF THE MILKEN INSTITUTE MOTSEPE PRIZE FOR INNOVATION IN AFRICA, ADVANCEMENT OF BIPOLAR DISORDER RESEARCH, AND AMYOTROPHIC LATERAL SCLEROSIS RESEARCH AND INVESTIGATION. 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 5621142 4973812 647330 49899 225000 171173 201258 5621142 4973812 647330 49899 225000 171173 201258 647330 0 1 THE FEINSTEIN INSTITUTES FOR MEDICAL RESEARCH 972 BRUSH HOLLOW RD 5TH FLOOR WESTBURY NY 11590 112673595 501C3 6166250 0 BIPOLAR DISORDER RESEARCH MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 501C3 4962414 0 TRANSFORMATIVE COMPUTATIONAL BIOLOGY THE J GLADSTONE INSTITUTES 1650 OWENS STREET SAN FRANCISCO CA 94158 237203666 501C3 4843866 0 TRANSFORMATIVE COMPUTATIONAL BIOLOGY THE BRIGHAM AND WOMEN'S HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 042312909 501C3 4764645 0 BIPOLAR DISORDER RESEARCH THE BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501C3 4500000 0 BIPOLAR DISORDER RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 1608 FOURTH STREET SUITE 201 BERKELEY CA 94710 946002123 501C3 4499845 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 2000000 0 TRANSFORMATIVE COMPUTATIONAL BIOLOGY PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 042103580 501C3 1999027 0 TRANSFORMATIVE COMPUTATIONAL BIOLOGY IMPACT CHARITABLE 1536 WYNKOOP ST SUITE 223 DENVER CO 80202 471180598 501C3 1689862 0 INITIATIVE FOR INCLUSIVE ENTREPRENEURSHIP (IIE) IMPACT ASSETS 4340 EAST WEST HIGHWAY SUITE 210 BETHESDA MD 20814 262048480 501C3 1370000 0 INITIATIVE FOR INCLUSIVE ENTREPRENEURSHIP (IIE) DEPRESSION AND BIPOLAR SUPPORT ALLIANCE 55 E JACKSON BLVD STE 490 CHICAGO IL 60604 363379124 501C3 893000 0 BIPOLAR DISORDER RESEARCH EMORY UNIVERSITY 1390 OXFORD ROAD NE ATLANTA GA 30322 580566256 501C3 600000 0 AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND OR 97239 931176109 501C3 599998 0 AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH CEDARS-SINAI MEDICAL CENTER 555 S FLOWERS STREET 12TH FLOOR LOS ANGELES CA 90071 951644600 501C3 599998 0 PHILANTHROPIC PATHWAYS GREAT RIVERS COMMUNITY TRUST DBA SCALE LINK 33 S CHESAPEAKE WAY ZEBULON NC 27597 431925293 501C3 575000 0 INITIATIVE FOR INCLUSIVE ENTREPRENEURSHIP (IIE) MAYO CLINIC PO BOX 4003 ROCHESTER NY 55903 416011702 501C3 375792 0 BIPOLAR DISORDER RESEARCH THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501C3 299938 0 AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH COLUMBIA UNIVERSITY 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501C3 299796 0 AMYOTROPHIC LATERAL SCLEROSIS (ALS) RESEARCH THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 200371122 840399006 190000 0 INITIATIVE FOR INCLUSIVE ENTREPRENEURSHIP (IIE) YALE UNIVERSITY 2 WHITNEY AVENUE 6TH FLOOR NEW HAVEN CT 06510 060646973 501C3 150000 0 BIPOLAR DISORDER RESEARCH NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501C3 150000 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 150000 0 BIPOLAR DISORDER RESEARCH PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 2ND FLOOR CAMBRIDGE MA 02138 042103580 501C3 149514 0 BIPOLAR DISORDER RESEARCH BARAQA TECHNOLOGIES INC 1007 N ORANGE ST 4TH FLOOR STE 3003 WILMINGTON DE 19801 301392750 100000 0 MILKEN-MOTSEPE PRIZE COMMERCE RICHESSE INC 251 LITTLE FALLS DRIVE WILMINGTON DE 19808 873186897 100000 0 MILKEN-MOTSEPE PRIZE VERTO FX INC 1510 PAGE HILL ROAD STE 110 PALO ALTO CA 94304 832996340 100000 0 MILKEN-MOTSEPE PRIZE OZE INC 236 HILLDALE RD VILLANOVA PA 19085 825229092 100000 0 MILKEN-MOTSEPE PRIZE LIPA LATER INC 4090 NW 42ND AVE 203 FORT LAUDERDALE FL 33319 881479996 100000 0 MILKEN-MOTSEPE PRIZE MAYO CLINIC BIOPHARMA DIAGNOSTICS-SP PO BOX 4003 ROCHESTER NY 55903 416011702 501C3 82800 0 BIPOLAR DISORDER RESEARCH GEORGETOWN UNIVERSITY 3700 O STREET NW WASHINGTON DC 20057 530196603 501C3 180048 0 TUITION FOR IFC SCHOLARS PEF ISRAEL ENDOWMENT FUND 630 THIRD AVENUE RM 1500 NEW YORK NY 10017 136104086 501C3 300000 0 SUPPORT CHARITABLE CAUSES THROUGH GRANTS TO ISRAELI ORGS 27 7 TO SUPPORT HIGHER EDUCATION AND EXPENSES OFSELECTED MILKEN INSTITUTE SCHOLARS 119 204168 TO SUPPORT HIGHER EDUCATION AND EXPENSES OF SELECTED DEVELOPING MARKET 22 303500 TO SUPPORT HIGHER EDUCATION AND EXPENSES OF SELECTED HISTORICALLY BLACK COLLEGES AND UNIVERSITIES 20 21000 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 692572 0 350000 0 1980 0 30500 0 47984 0 1123036 0 0 0 JOHN HUNTER COO & CFO 424980 0 100000 0 3810 0 30500 0 67404 0 626694 0 0 0 ESTHER KROFAH EXECUTIVE VICE PRESIDENT 404464 0 110000 0 300 0 23000 0 18931 0 556695 0 0 0 MELISSA STEVENS EXECUTIVE VICE PRESIDENT 414439 0 100000 0 450 0 23000 0 12425 0 550314 0 0 0 SARAH SANDLER EXEC DIR-BUSINESS & PROG DEVELOPMENT 304763 0 200000 0 300 0 23000 0 22092 0 550155 0 0 0 RACHEL GOSLINS EXEC DIRECTOR - MCAAD 438057 0 50000 0 1290 0 30500 0 22092 0 541939 0 0 0 MARTHA MAZZONE GENERAL COUNSEL 414763 0 50000 0 1980 0 30500 0 22092 0 519335 0 0 0 PART I, LINE 7 EMPLOYEES WERE ELIGIBLE TO RECEIVE PERFORMANCE-BASED BONUSES. KEVIN KLOWDEN SON OF MICHAEL KLOWDEN, EXECUTIVE VICE CHAIRMAN 418000 KEVIN IS THE CHIEF GLOBAL STRATEGIST, CENTER FOR REGIONAL ECONOMICS & CALIFORNIA CENTER FOR THE MILKEN INSTITUTE 0 X 8 10354830 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. 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 -35,003. FORM 990, PART XII, LINE 2C: NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. MILKEN CENTER FOR ADVANCING THE AMERICAN DREAM LLC 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 475578327 DC BUILDING AND MCAAD OPERATIONS DC 94951567 777129190 THE MILKEN INSTITUTE FOTP LLC 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 465642128 TO OWN 1503-1505 PENNSYLVANIA AVE NW DC 0 0 THE MILKEN INSTITUTE BD2 LLC 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 352760427 CHARITABLE SUPPORT FOR BIPOLAR DISORDER DE 98603924 171237165 THE MILKEN INSTITUTE FMF REALTY CORP 1250 FOURTH STREET 2ND FLOOR SANTA MONICA CA 90401 954377364 PROPERTY TITLE HOLDING COMPANY CA 501(C)(25) N/A N/A 0 MELANOMA RESEARCH ALLIANCE FOUNDATION 730 15TH ST NW 4TH FLOOR WASHINGTON DC 20005 261636099 SUPPORT FOR RESEARCH DC 501(C)(3) LINE 12A, I N/A 0 THE EDUCATION AND SCIENCE FUND INC 1250 4TH STREET 2ND FLOOR SANTA MONICA CA 90401 934930081 SUPPORT FOR MILKEN INSTITUTE ACTIVITIES CA 501(C)(3) LINE 12A, I THE MILKEN INSTITUTE 0 MILKEN INSTITUTE ASIA CENTER 8 MARINA VIEW 15-05 ASIA SQUARE TO SINGAPORE SN FUNDRAISING & PROGRAM ACTIVITIES SN THE MILKEN INSTITUTE C 2936201 1400809 1.00000 0 MILKEN EUROPE LIMITED 23 SAVILE ROW LONDON UK W1S 2ET FUNDRAISING & PROGRAM ACTIVITIES UK THE MILKEN INSTITUTE C 92652 2193315 1.00000 0 1 1 0 1 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0