2025-11-17T15:59:18-06:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-01-01 453763097 FPF EDUCATION AND INNOVATION FOUNDATION FPFE 2026429142 1350 EYE STREET NW 350 WASHINGTON DC 20005 JULES POLONETSKY CHIEF EXECUTIVE OFFICER 2026429142 2025-11-17 1 1 DANIEL L WEAVER P01249346 3019860600 2025-11-17 2024 2025-03-06 01:10:19Z JULES POLONETSKY 1350 EYE STREET NW 350 WASHINGTON DC 20005 9862821 0 X WWW.FPF.ORG X 2011 VA EIF SERVES AS A CATALYST FOR PRIVACY LEADERSHIP AND SCHOLARSHIP. CONTINUED IN SCHEDULE O. ADVANCING PRINCIPLED DATA PRACTICES IN SUPPORT OF EMERGING TECHNOLOGIES. 13 13 54 0 0 0 8362924 9046571 666528 813584 0 0 95005 2666 9124457 9862821 0 0 0 0 7557740 8338496 0 0 1023703 5595142 6018128 13152882 14356624 -4028425 -4493803 7170364 4494144 5790869 4354950 1379495 139194 X EDUCATION AND INNOVATION FOUNDATION IS A NON-PROFIT ORGANIZATION THAT SERVES AS A CATALYST FOR PRIVACY LEADERSHIP AND SCHOLARSHIP, ADVANCING PRINCIPLED DATA PRACTICES IN SUPPORT OF EMERGING TECHNOLOGIES. 0 0 9530347 813584 EIF'S PROGRAMMATIC ACTIVITIES BRING TOGETHER A RANGE OF VOICES FROM INDUSTRY, ACADEMIA, AND CIVIL SOCIETY TO SUPPORT COLLABORATION IN EXPLORING THE CHALLENGES POSED BY TECHNOLOGICAL INNOVATION AND DEVELOP PRIVACY PROTECTIONS, ETHICAL NORMS, AND WORKABLE BUSINESS PRACTICES TO ADVANCE PRINCIPLED DATA PRACTICES IN SUPPORT OF EMERGING TECHNOLOGIES. THROUGH RESEARCH, PUBLICATIONS, EDUCATIONAL MEETINGS, EXPERT TESTIMONY, AND OTHER RELATED ACTIVITIES, EIF WORKS WITH ORGANIZATIONS AND GOVERNMENTS TO SHAPE BEST PRACTICES AND POLICIES, IN THE UNITED STATES AND GLOBALLY. EIF CONVENES EXPERTS TO FOSTER COLLABORATION AND PROMOTE INSIGHTFUL RESEARCH ON DATA PROTECTION THAT SUPPORTS THE UTILITY OF DATA; PROVIDES EXPERT TESTIMONY AND COMMENTS TO CONGRESS, FEDERAL AGENCIES, CONGRESSIONALLY CHARTERED COMMISSIONS, AND LEGISLATURES AROUND THE WORLD; AND SHARES RESEARCH AND INSIGHTS THROUGH ITS REPORTS, ROUNDTABLES, AND EVENTS. 9530347 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 42 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA MD NY VA X X FPF EDUCATION AND INNOVATION FOUNDATION 2027688728 1350 EYE STREET NW 350 WASHINGTON DC 20005 ALAN RAUL BOARD CHAIR 4.00 1.00 X X 0 0 0 DALE SKIVINGTON VICE CHAIR 1.00 1.00 X X 0 0 0 DEBRA BERLYN TREASURER AND SECRETARY 1.00 1.00 X X 0 0 0 ANITA ALLEN BOARD MEMBER 1.00 X 0 0 0 THEODORE CHRISTAKIS BOARD MEMBER 1.00 X 0 0 0 MARY CULNAN BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID HOFFMAN BOARD MEMBER 1.00 X 0 0 0 JANE HORVATH BOARD MEMBER 1.00 X 0 0 0 PETER LEFKOWITZ BOARD MEMBER 1.00 X 0 0 0 GEORGE LITTLE BOARD MEMBER 1.00 X 0 0 0 TOM MOORE BOARD MEMBER 1.00 X 0 0 0 AGNES BUNDY SCANLAN BOARD MEMBER 1.00 X 0 0 0 OLIVIER SYLVAIN BOARD MEMBER 1.00 X 0 0 0 JULES POLONETSKY CHIEF EXECUTIVE OFFICER 39.00 1.00 X 741942 0 66751 JOHN VERDI VICE PRESIDENT OF POLICY 40.00 X 287775 0 55136 GABRIELA ZANFIR-FORTUNA VICE PRESIDENT OF GLOBAL POLICY 40.00 X 219608 0 33348 CHRISTAL SHRADER-SANDI SENIOR VICE PRESIDENT OF OPERATIONS 40.00 X 235422 0 1107 AMIE STEPANOVICH VICE PRESIDENT OF US POLICY 40.00 X 217661 0 22498 ANNE JOSEPHINE FLANAGAN DIRECTOR FOR YOUTH & EDUCATION 40.00 X 202595 0 1107 1905003 0 179947 27 0 1 0 RAJAH & TANN SINGAPORE LLP 9 STRAITS VIEW 06-07 MARINA ONE WE SINGAPORE SN POLICY WORK AND OPERATIONS IN ASIA 692725 ROBERT VAN EIJK HALFROND 73 ROTTERDAM PP NL POLICY WORK AND OPERATIONS IN EUROPE 337812 CARR WHARF 3B HOTEL LESSEE LLC 801 WHARF STREET SW WASHINGTON DC 20024 HOTEL/VENUE 335494 GLEN ECHO GROUP LLC 750 17TH STREET NW SUITE 750 WASHINGTON DC 20006 COMMUNICATIONS 200100 MARCUM LLP 1899 L ST NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING SERVICES 192029 5 8344748 474259 227564 9046571 CONSULTING INCOME 900099 769453 769453 TRAINING REVENUE 900099 44131 44131 813584 MISCELLANEOUS INCOME 900099 2666 2666 2666 9862821 816250 0 0 X 808693 153652 655041 5976410 4153216 1142990 680204 333633 221109 76973 35551 767355 512594 172083 82678 452405 289165 117436 45804 24522 24522 335461 335461 2859084 2761702 13973 83409 91784 9710 81049 1025 481290 249592 220138 11560 534816 344481 156934 33401 432407 316256 108106 8045 630281 126452 494367 9462 251342 155846 78762 16734 134233 83232 42064 8937 INTERN STIPENDS 99170 96670 2500 DUES & SUBSCRIPTIONS 95150 40359 50801 3990 MISCELLANEOUS 32739 6465 24423 1851 EQUIPMENT RENTAL & FEES 15849 9846 4951 1052 14356624 9530347 3802574 1023703 1947063 726422 322422 1507628 9167 145557 243603 1663699 861872 1048560 801827 2521556 2390703 7170364 4494144 440333 676980 384000 17000 4966536 3660970 5790869 4354950 X -486976 -278536 1866471 417730 1379495 139194 7170364 4494144 X -4493803 3253502 X X 0 1 X 1 0 X 9100065 9420002 10215923 8632924 9046571 46415485 9100065 9420002 10215923 8632924 9046571 46415485 4247630 42167855 8000 25000 13083 95005 2666 143754 46559239 2455779 0.90570 0.88130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1144220 396974 747246 367514 312933 54581 151965 151965 0 801827 DEPOSIT 49410 OPERATING RIGHT-OF-USE ASSET 2105069 DEFERRED COMPENSATION ASSET 236224 2390703 OPERATING LEASE LIABILITY 3424746 DEFERRED COMPENSATION LIABILITY 236224 3660970 X PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED DECEMBER 31, 2024. THE ORGANIZATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 1 1 CONVENINGS AND TRAININGS FOR POLICYMAKERS AND REGULATORS. 440923 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 1 CONVENINGS AND TRAININGS FOR POLICYMAKERS AND REGULATORS. 132612 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 1 3 CONVENINGS AND TRAININGS FOR POLICYMAKERS AND REGULATORS. 759116 SOUTH ASIA 1 1 CONVENINGS AND TRAININGS FOR POLICYMAKERS AND REGULATORS. 62967 SUB-SAHARAN AFRICA 1 1 CONVENINGS AND TRAININGS FOR POLICYMAKERS AND REGULATORS. 53282 SOUTH AMERICA 1 1 CONVENINGS AND TRAININGS FOR POLICYMAKERS AND REGULATORS. 916 6 8 0 0 6 8 1449816 0 1449816 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 JULES POLONETSKY CHIEF EXECUTIVE OFFICER 691320 0 50622 0 0 0 17500 0 49251 0 808693 0 0 0 JOHN VERDI VICE PRESIDENT OF POLICY 277153 0 10622 0 0 0 16928 0 38208 0 342911 0 0 0 GABRIELA ZANFIR-FORTUNA VICE PRESIDENT OF GLOBAL POLICY 211486 0 8122 0 0 0 12600 0 20748 0 252956 0 0 0 AMIE STEPANOVICH VICE PRESIDENT OF US POLICY 206789 0 10872 0 0 0 12600 0 9898 0 240159 0 0 0 CHRISTAL SHRADER-SANDI SENIOR VICE PRESIDENT OF OPERATIONS 224800 0 10622 0 0 0 0 0 1107 0 236529 0 0 0 ANNE JOSEPHINE FLANAGAN DIRECTOR FOR YOUTH & EDUCATION 166932 0 35663 0 0 0 0 0 1107 0 203702 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION WORKS TO ENFORCE AND MONITOR ITS CONFLICTS OF INTEREST POLICY BY APPLYING IT THROUGHOUT THE YEAR TO INSTANCES THAT MAY ARISE WHICH INVOLVE POTENTIAL CONFLICTS. THE ORGANIZATION WILL ALSO REVIEW THE CONFLICT OF INTEREST POLICY DURING ITS ANNUAL BOARD MEETING, ALONG WITH ITS OTHER GOVERNANCE POLICIES. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS THE CHIEF EXECUTIVE OFFICER'S SALARY TO DETERMINE WHETHER IT IS REASONABLE AND IN THE ORGANIZATION'S BEST INTEREST. APPROVAL OF THE EXECUTIVE DIRECTOR'S SALARY BY THE BOARD OF DIRECTORS IN MAINTAINED IN THE ORGANIZATION'S RECORDS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE ORGANIZATION BY PHONE OR MAIL. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 2,156,491. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,156,491. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 605,211. MANAGEMENT AND GENERAL EXPENSES 13,973. FUNDRAISING EXPENSES 83,409. TOTAL EXPENSES 702,593. FORM 990, PART XI, LINE 9: TRANSFER OF FPF NET ASSETS TO THE ORGANIZATION DURING A MERGER 3,253,502. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART IX, LINE 9: DURING 2024, FPF EDUCATION AND INNOVATION FOUNDATION LEGALLY ACQUIRED AND ABSORBED FUTURE OF PRIVACY FORUM, A NONPROFIT ENTITY UNDER COMMON CONTROL, THROUGH THE TRANSFER OF FUTURE OF PRIVACY FORUM NET ASSETS. AS PART OF THIS TRANSACTION, TOTAL ASSETS, INCLUDING CASH, INTERCOMPANY RECEIVABLES, AND FUNDS FROM A DEFERRED COMPENSATION PLAN, TOTALED $3,253,502 AND WERE TRANSFERRED FROM FUTURE OF PRIVACY FORUM TO FPF EDUCATION AND INNOVATION FOUNDATION DURING 2024. AS A RESULT OF THE COMBINATION, ALL OF FUTURE OF PRIVACY FORUM'S OPERATIONS, ASSETS, AND LIABILITIES BECAME PART OF FPF EDUCATION AND INNOVATION FOUNDATION, AND FUTURE OF PRIVACY FORUM CEASED TO EXIST AS A SEPARATE LEGAL ENTITY. ACCORDINGLY, AS OF DECEMBER 31, 2024, ALL ACTIVITIES, BALANCES, AND FINANCIAL INFORMATION ARE REPORTED SOLELY UNDER FPF EDUCATION AND INNOVATION FOUNDATION. FUTURE OF PRIVACY FORUM 1350 EYE STREET NW 350 WASHINGTON DC 20005 263518005 BRINGS TOGETHER PRIVACY LEADERS TO ADDRESS CHALLENGES. DC 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0