2025-11-11T17:24:03-06:00 2024-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET 32ND FL NEW YORK NY 10005 990 2024-01-01 455620521 THE CLARA LIONEL FOUNDATION CLAR 2122023230 CO FFO 545 FIFTH AVENUE 1103 NEW YORK NY 10017 MICHAEL CENTOR INTERIM DIRECTOR OF FINANCE 2122023230 2025-11-11 1 0 ERIC HARRISON P01916785 2127094500 2025-11-11 2024 2025-03-06 01:10:19Z JESSIE SCHUTT-AINE 545 FIFTH AVE STE 1103 NEW YORK NY 10017 29040551 0 X WWW.CLARALIONELFOUNDATION.ORG X 2012 CA CLF SUPPORTS COMMUNITY-DRIVEN SOLUTIONS THAT STRENGTHEN RESILIENCE IN THE FACE OF CLIMATE THREATS. 8 8 7 9 0 0 1266815 21417253 0 0 1613548 2615213 0 -3682 2880363 24028784 4405015 3232629 0 0 1393667 1532023 0 0 388871 1835427 1838677 7634109 6603329 -4753746 17425455 51989011 67867604 4299160 2850596 47689851 65017008 CLF INVESTS IN CLIMATE SOLUTIONS IN THE CARIBBEAN & UNITED STATES AND HELPS COMMUNITIES PREPARE FOR AND WITHSTAND NATURAL DISASTERS. 0 0 2279858 1630064 CLIMATE RESILIENCE & EMERGENCY RESPONSE - OUR CLIMATE RESILIENCE INITIATIVE (CRI) IS FOCUSED ON INVESTING IN EMERGENCY PREPAREDNESS AND CLIMATE ADAPTATION OF HEALTH, SHELTER AND COMMUNICATION PROJECTS ACROSS THE CARIBBEAN. 1074100 581000 CLIMATE SOLUTIONS - OUR CLIMATE SOLUTIONS PILLAR SUPPORTS ORGANIZATIONS IN THE U.S. AND CARIBBEAN FOCUSED ON REIMAGINING AND IMPLEMENTING SHORT AND LONG-TERM SOLUTIONS FOR CLIMATE IMPACTS. THESE ORGANIZATIONS INTEGRATE CULTURAL CONSIDERATIONS INTO DECISION-MAKING, AND WORK TO ADVANCE ENVIRONMENTAL CAUSES. 1086177 792424 LEGACY - WE SUPPORT A VARIETY OF INITIATIVES IN BARBADOS INCLUDING CLIMATE RESILIENCE PROJECTS FOR LOCAL SCHOOLS AND HEALTH CLINICS, A SCHOLARSHIP PROGRAM, AND ONGOING SUPPORT FOR OUR VERY FIRST PARTNER THE QUEEN ELIZABETH HOSPITAL. 597107 229141 597107 229141 5037242 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 7 0 1 7 1 0 1 KE 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X FFO LLC 2122023230 545 FIFTH AVENUE SUITE 1103 NEW YORK NY 10017 ROBYN R FENTY FOUNDER 3.00 0.00 X 0 0 0 KAWANNA BROWN DIRECTOR 3.00 0.00 X 0 0 0 CHERYL ALSTON DIRECTOR 3.00 0.00 X X 0 0 0 JAY BROWN DIRECTOR 3.00 0.00 X 0 0 0 MONICA FENTY BRAITHWAITE DIRECTOR 3.00 0.00 X 0 0 0 LUKAS HAYNES DIRECTOR 3.00 0.00 X 0 0 0 TAMARA LARSEN PRESIDENT 3.00 0.00 X X 0 0 0 JESSIE SCHUTT-AINE VICE PRESIDENT 3.00 0.00 X X 0 0 0 IVAN ROSALES CHIEF FINANCIAL AND OPERATING OFFICER 40.00 0.00 X 237500 0 16025 MAI LASSITER INTERIM EXECUTIVE DIRECTOR/DIRECTOR 40.00 0.00 X 521792 0 17250 JO OPOT THROUGH 012024 INTERIM EXECUTIVE DIRECTOR 20.00 0.00 X 0 0 0 759292 0 33275 2 0 1 0 THE LEDE COMPANY LLC 632 BROADWAY NEW YORK NY 10012 STRATEGIC COMMUNICATIONS 207086 PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK NY 10036 LEGAL 103038 2 21417253 21417253 1757465 1757465 5869515 5011767 857748 857748 857748 LOSS ON FOREIGN CURRENCIES 900099 -3682 -3682 -3682 24028784 0 0 2611531 1425000 1425000 72193 72193 1735436 1735436 792567 414332 106954 271281 561973 561973 127413 74460 14974 37979 50070 30780 5455 13835 569154 288296 280858 104003 75250 28753 76910 76910 274758 274758 321236 260248 60988 50838 15367 30683 4788 30671 30671 30436 30436 49573 28437 21136 7948 7948 1729 1729 153 153 BAD DEBTS 250000 250000 GATHER VENTURES - OPERA 33681 33681 37587 21789 15798 6603329 5037242 1177216 388871 172491 194810 269197 10500000 414849 23768 1050000 1199578 9462 75022 6202 3185 2940 3017 34043575 40823147 16025277 15047124 1220 1138 51989011 67867604 714542 308585 3584618 2542011 4299160 2850596 X 30714574 33751729 16975277 31265279 47689851 65017008 51989011 67867604 X 17425455 -114485 16187 X 0 1 X 1 0 X 51549018 23306254 28175469 1307577 21417253 125755571 51549018 23306254 28175469 1307577 21417253 125755571 392171 125363400 254630 290255 602808 1664160 1757465 4569318 70250 -3682 66568 130391457 0.96140 0.96480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6202 3185 3017 3017 CORPORATE & GOVERMENT BONDS 1636249 F MUNICIPAL BONDS 783823 F GOVERNMENT SECURITIES 1769538 F INTEREST BEARING CASH 127328 F MONEY MARKET (MUTUAL FUNDS) 10730186 F 15047124 X 23654051 -114485 14510 -274758 -374733 24028784 0 24028784 6343081 14510 -274758 -260248 6603329 0 6603329 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE UNCERTAIN TAX POSITIONS TAKEN BY THE FOUNDATION. THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION ARE RECOGNIZED WHEN THE POSITION IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS, TO BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. THE FOUNDATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEES -274,758. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEES -274,758. 1 SUB-SAHARAN AFRICA 0 1 GRANTMAKING INVESTMENTS & GRANTS 1110145 CENTRAL AMERICA AND THE CARIBBEAN 0 3 GRANTMAKING INVESTMENTS & GRANTS 1688323 CENTRAL AMERICA AND THE CARIBBEAN 0 3 PROGRAM SERVICES PARTNER SUPPORT 288296 0 7 0 0 0 7 3086764 0 3086764 CENTRAL AMERICA AND THE CARIBBEAN FACILITY IMPROVEMENTS 30868 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EQUITY, INCLUSION, AND SUSTAINABILITY 219722 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 75000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 75000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 150000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RESPONSE - HURRICANE BERYL 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RESPONSE - HURRICANE BERYL 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RESPONSE - HURRICANE BERYL 15000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RESPONSE - HURRICANE BERYL 20000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RESPONSE - HURRICANE BERYL 20000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMERGENCY RESPONSE - HURRICANE BERYL 50000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 95500 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 75000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL SUPPORT 10000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN SOLAR MOBILE CLINIC 80142 ELECTRONIC FUND OR WIRE TRANSFER 0 SUB-SAHARAN AFRICA BLOCK FARM TRAINING AND EVALUATION 38000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN HURRICANE SHUTTERS 500000 ELECTRONIC FUND OR WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN CAPITAL IMPROVEMENTS 159091 ELECTRONIC FUND OR WIRE TRANSFER 0 25 25 SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 3 93169 ELECTRONIC FUND OR WIRE TRANSFER 0 0 1 0 0 0 PART I, LINE 2: ONCE SELECTED FOR A CLF GRANT, ORGANIZATIONS ARE ASKED TO FILL OUT AN APPLICATION FORM AND PROVIDE DETAILED PROJECT AND ORGANIZATIONAL BUDGETS. CLF ASKS GRANTEES TO SUBMIT REPORTS ANNUALLY AND ASKS FOR INTERIM UPDATES INCLUDING METRICS AND PHOTOS TO ENSURE ONGOING ACCOUNTABILITY AROUND FUNDS USE. FOR MORE COMPLEX, MULTI-PARTNER PROJECTS, CLF TRACKS AND MONITORS FUNDS USE AND PROGRESS THROUGH REAL TIME TEAM TRACKERS AND SHARED WORKSPACES. CLF ALSO COLLABORATES WITH GRANTEES AROUND TRANSPARENCY AND SHARING OF PROJECTS VIA PUBLIC STORYTELLING THROUGHOUT THE YEAR. 1 NATIVE RENEWABLES 3111 N CADEN COURT SUITE 130 FLAGSTAFF AZ 86004 852285816 501C3 75000 0 GENERAL SUPPORT WINDWARD FUND 828 L STREET NW SUITE 300-C WASHINGTON DC 20036 473522162 501C3 200000 0 GENERAL SUPPORT NDN COLLECTIVE INC 408 KNOLLWOOD DRIVE RAPID CITY SD 57701 823776329 501C3 150000 0 GENERAL SUPPORT GLOBAL FUND FOR WOMEN 800 MARKET STREET 7TH FLOOR SAN FRANCISCO CA 94102 770155782 501C3 500000 0 GENERAL SUPPORT CENTER FOR POPULAR DEMOCRACY ACTION FUND 449 TROUTMAN STREET SUITE A BROOKLYN NY 11206 453860271 501C3 500000 0 GENERAL SUPPORT 5 5 SCHOLARSHIPS 3 72193 PART I, LINE 2: THE ORGANIZATION REQUIRES ALL GRANTEES TO SUBMIT PERIODIC REPORTS THAT OUTLINE WHAT THEY HAVE ACCOMPLISHED DURING THE GRANT PERIOD, INCLUDING FINANCIAL REPORTS ON HOW THE FUNDS HAVE BEEN SPENT. THE ORGANIZATION ALSO CONDUCTS SITE VISITS FOR CERTAIN PROJECTS. THE ORGANIZATION IS ALSO IN REGULAR CONTACT WITH GRANTEES THROUGHOUT THE GRANT TERM. DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS THE ORGANIZATION PROVIDES COLLEGE SCHOLARSHIPS TO QUALIFIED STUDENTS THROUGH INTERNATIONAL SCHOLARSHIP TUITION SERVICES, INC. STUDENTS APPLY ONLINE BY FILLING OUT AN APPLICATION PACKAGE AND WRITING AN ESSAY. CANDIDATES ARE SELECTED BY A TEAM COMPRISED STAFF MEMBERS OF THE FOUNDATION. THE SCHOLARSHIP AWARD IS PAID DIRECTLY TO THE EDUCATIONAL INSTITUTIONS. X 0 0 0 0 0 0 0 0 0 MAI LASSITER INTERIM EXECUTIVE DIRECTOR/DIRECTOR 521792 0 0 0 0 0 17250 0 0 0 539042 0 0 0 IVAN ROSALES CHIEF FINANCIAL AND OPERATING OFFICE 237500 0 0 0 0 0 11875 0 4150 0 253525 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 EXPLANATION: MONICA FENTY, A DIRECTOR OF THE ORGANIZATION, IS THE MOTHER OF ROBYN RIHANNA FENTY, A DIRECTOR OF THE ORGANIZATION. JAY BROWN, A DIRECTOR OF THE ORGANIZATION, AND KAWANNA BROWN, A DIRECTOR OF THE ORGANIZATION ARE HUSBAND AND WIFE. BUSINESS RELATIONSHIPS: JAY BROWN, A DIRECTOR OF THE ORGANIZATION, HAS A BUSINESS RELATIONSHIP WITH ROBYN RIHANNA FENTY, THE FOUNDER OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B EXPLANATION: FORM 990 IS SHARED WITH THE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION: EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SUBMITS TO THE SECRETARY A DISCLOSURE STATEMENT NAMING THE ENTITIES CONDUCTING BUSINESS WITH THE FOUNDATION IN WHICH HE, SHE, OR A FAMILY MEMBER IS A DIRECTOR, TRUSTEE, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE OR HAS A MATERIAL FINANCIAL INTEREST. THE SECRETARY WILL REVIEW THE INFORMATION AND PERIODICALLY DISTRIBUTE REPORTS TO ALL DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, IN ADDITION TO BOARD MEMBERS, INCLUDES AN OUTSOURCED HR CONSULTING FIRM THAT PROVIDES CLF WITH INDUSTRY STANDARD COMPENSATION INFORMATION. FOR CERTAIN KEY HIRES, THE COMPENSATION COMMITTEE DISCUSSES AND APPROVES THE APPROPRIATE COMPENSATION. ON AN ANNUAL BASIS, THE HR FIRM REVIEWS COMPENSATION FOR KEY ROLES FOR REASONABLENESS COMPARED TO INDUSTRY STANDARDS AND PRESENTS ITS FINDINGS TO THE COMPENSATION COMMITTEE. THE COMMITTEE THEN DETERMINES IF THERE WILL BE ANY CHANGES TO COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 EXPLANATION: ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: FOREIGN EXCHANGE TRANSLATION ADJUSTMENT 16,187. GATHER VENTURES LIMITED MARBLE VALLEY HOUSE 5 SHANZU ROAD WESTLAND DISTRICT KE 00800 999999999 PROGRAM ADVISORY SERVICES KE 890767 347041 THE CLARA LIONEL FOUNDATION