2025-11-12T10:58:37-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 1301 AVENUE OF THE AMERICAS NEW YORK NY 10019 990 2024-01-01 311580204 BILL HILLARY & CHELSEA CLINTON FOUNDATION BILL 5013708000 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 KATRINA OWOH CFO 5013566228 2025-11-15 1 1 LORI ROTHE YOKOBOSKY P01273422 2122970400 2025-11-10 2024 2025-03-06 01:10:19Z STEPHANIE STREETT 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 83422797 0 X WWW.CLINTONFOUNDATION.ORG X 1997 AR SEE SCHEDULE O 12 10 289 204 3139250 5206 25982780 40877893 3210442 3386142 -74738 2884169 1391182 1410009 30509666 48558213 2806493 2758969 0 0 25957587 26130903 254000 528000 5793675 28579094 24881492 57597174 54299364 -27087508 -5741151 304045623 317117567 10531743 12234441 293513880 304883126 X THE FOUNDATION IS A NONPARTISAN ORGANIZATION FOUNDED BY PRESIDENT BILL CLINTON. SINCE 2001, THE FOUNDATION HAS TRANSFORMED PHILANTHROPY THROUGH PROGRAMS THAT DEVELOP LEADERS & ACCELERATE SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES.THE CLINTON FOUNDATION BELIEVES THAT EVERYONE DESERVES A CHANCE TO SUCCEED, EVERYONE HAS A RESPONSIBILITY TO ACT, AND WE ALL DO BETTER WHEN WE WORK TOGETHER. FOR MORE THAN TWO DECADES, THOSE VALUES HAVE DRIVEN OUR EFFORTS TO ADVANCE LEADERSHIP AND ACCELERATE SOLUTIONS ACROSS THE UNITED STATES AND AROUND THE WORLD. OUR INNOVATIVE PROGRAMS CHANNEL PRESIDENT BILL CLINTON, SECRETARY HILLARY CLINTON, AND DR. CHELSEA CLINTON'S LIFETIMES OF LEADERSHIP INTO A PROVEN PLAYBOOK FOR MOBILIZING DIVERSE PARTNERS TO SOLVE PROBLEMS, SEIZE MEANINGFUL OPPORTUNITIES, AND HELP PEOPLE BUILD BETTER LIVES FOR THEMSELVES, THEIR FAMILIES, AND THEIR COMMUNITIES. WE ARE FOCUSED ON ADDRESSING THE WORLD'S MOST PRESSING GLOBAL CHALLENGES, INCLUD 0 0 18311041 2604073 604465 THE WILLIAM J. CLINTON PRESIDENTIAL CENTER AND PARK (SEE SCHEDULE O) 18697575 60000 458775 THE CLINTON GLOBAL INITIATIVE (SEE SCHEDULE O) 1018711 THE CLINTON GLOBAL INITIATIVE UNIVERSITY (SEE SCHEDULE O) 4302731 94896 899859 THE OVERDOSE RESPONSE NETWORK (ORN") WORKS TO 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. ORN'S EMPOWERING FAITH LEADERS (EFL) PROGRAM HAS BEEN TRAINING AND MOBILIZING FAITH LEADERS ACROSS THE COUNTRY SINCE 2018. THE PROGRAM GUIDES COHORTS OF DIVERSE FAITH LEADERS THROUGH APPROXIMATELY TEN LEARNING SESSIONS THAT COVER TOPICS RELATED TO SUBSTANCE USE PREVENTION, TREATMENT, RECOVERY, AND HARM REDUCTION, AND EMPOWERS THEM TO ACT IN THEIR COMMUNITIES. IN 2024, THE OVERDOSE RESPONSE NETWORK PARTNERED WITH THE GEORGIA DEPARTMENT OF BEHAVIORAL HEALTH AND DEVELOPMENTAL DISABILITIES AND THE GEORGIA COUNCIL FOR RECOVERY FOR A 48-STOP BUS TOUR TIMED TO NATIONAL RECOVERY MONTH TO RAISE AWARENESS ON THE U.S. OVERDOSE CRISIS. SINCE LAUNCHING, THE NETWORK HAS DISTRIBUTED ALMOST A MILLION DOSES OF NALOXONE, INSTALLED THOUSANDS OF OVERDOSE AID KITS IN CHURCHES, SCHOOLS, CONVENIENCE STORES, AND COMMUNITY GROUPS, AND HAS TRAINED HUNDREDS OF FAITH LEADERS TO SUPPORT RECOVERY EFFORTS IN THEIR COMMUNITIES.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 AND CAREGIVERS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH. IN 2024, TOO SMALL TO FAIL PARTNERED WITH THE FRAMEWORKS INSTITUTE AND ROCKEFELLER FOUNDATION TO CREATE A PLAYBOOK FOR STORYTELLERS ON HOW TO FRAME THE IMPACT OF CLIMATE CHANGE ON CHILDREN'S HEALTH. SECRETARY CLINTON AND CHELSEA CLINTON EXPANDED ON THIS WORK BY HOSTING "MEDIA THAT MOTIVATES," ENCOURAGING POPULAR MEDIA TO SHARE STORIES THAT EXPLORE THIS TOPIC. TOO SMALL TO FAIL ALSO ANNOUNCED A NEW COMMITMENT TO ACTION TO LAUNCH A STATEWIDE LITERACY OUTREACH INITIATIVE TO PROMOTE EARLY LITERACY, IN PARTNERSHIP WITH THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY AND THE UNITED WAY OF PENNSYLVANIA.PROJECT 42 HIGHLIGHTS THE RECORD OF THE CLINTON ADMINISTRATION AND ENGAGES WITH ALUMNI OF THE CLINTON ADMINISTRATION AND CAMPAIGNS. PROJECT 42 OFFERS A RANGE OF OPPORTUNITIES FOR ALUMNI OF PRESIDENT CLINTON'S ADMINISTRATION AND CAMPAIGNS TO ENGAGE WITH ONE ANOTHER AND WITH THE WORK OF THE CLINTON FOUNDATION AND THE CLINTON PRESIDENTIAL CENTER. IN 2024, PROJECT 42 AND THE CLINTON CENTER COMMEMORATED THE 25TH ANNIVERSARY OF TWO SIGNIFICANT FOREIGN POLICY MILESTONES: THE EXPANSION OF NATO TO INCLUDE THE CZECH REPUBLIC, POLAND, AND HUNGARY, AND THE SUCCESSFUL NATO AIR CAMPAIGN TO END TO THE WAR IN KOSOVO. PRESIDENT CLINTON TRAVELED WITH A DELEGATION TO PRAGUE AND THROUGH A SERIES OF EVENTS, EXPLORED THE CLINTON ADMINISTRATION'S INSTRUMENTAL LEADERSHIP IN LEVERAGING U.S. STRENGTH AND ALLIANCES TO PROMOTE PEACE WORLDWIDE. PROJECT 42 AND THE CLINTON CENTER CONTINUED TO ENGAGE ALUMNI AND HIGHLIGHT THE ENDURING RECORD OF THE ADMINISTRATION, INCLUDING THE LAUNCH OF THE CLINTON PRESIDENTIAL RESEARCH FELLOWSHIP, BY HOSTING AN ALUMNI REUNION DURING THE DEMOCRATIC NATIONAL CONVENTION IN CHICAGO, ILLINOIS, AND CONVENING A NATIONAL SECURITY SYMPOSIUM IN WASHINGTON, DC.THE HILLARY RODHAM CLINTON LEADERSHIP PROJECT ("HRCLP") IS DEDICATED TO STRENGTHENING DEMOCRACY, ADVANCING THE HEALTH AND RIGHTS OF WOMEN AND GIRLS, AND EMPOWERING A NEW GENERATION OF LEADERS. CHAIRED BY SECRETARY HILLARY CLINTON, HRCLP SERVES AS THE HOME FOR HER ONGOING AND FUTURE NONPROFIT ENDEAVORS AND ADVOCACY WORK. HRCLP ALSO CONTINUES TO ENGAGE IN THE PLANNING STAGES OF THE HILLARY RODHAM CLINTON EXHIBIT IN LITTLE ROCK, AND THE WORK TO DIGITIZE AND PRESERVE SECRETARY CLINTON'S ARCHIVES. 4302731 94896 899859 42330058 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 105 0 1 289 1 1 1 1 MI RW TZ 0 0 0 1 1 0 0 0 0 0 0 X 12 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT DC FL GA HI IL KS KY MD MA ME MI MN MS NC NH NJ NM NY ND NV OH OK OR PA RI SC TN VA WA WV WI UT X X KATRINA OWOH 5017480573 1200 PRESIDENT CLINTON AVE LITTLE ROCK AR 72201 BRUCE R LINDSEY COUNSELOR TO THE CHAIR 45.00 X 276801 0 53377 CHELSEA V CLINTON VICE CHAIR 25.00 X X 0 0 0 CHERYL MILLS DIRECTOR 5.00 X 0 0 0 HILLARY RODHAM CLINTON DIRECTOR 5.00 X 0 0 0 JANET MURGUIA DIRECTOR 5.00 X 0 0 0 MAURA PALLY DIRECTOR 5.00 X 0 0 0 NIMA TAGHAVI DIRECTOR 5.00 X 0 0 0 ROBERT S HARRISON DIR. AND CEO (INTERIM) 50.00 X X 29894 0 1394 RODNEY SLATER DIRECTOR 5.00 X 0 0 0 ROLANDO GONZALEZ-BUNSTER DIRECTOR 5.00 X 0 0 0 TERRY MCAULIFFE DIRECTOR 5.00 X 0 0 0 WILLIAM JEFFERSON CLINTON BOARD CHAIR 25.00 X X 0 0 0 KATRINA OWOH CFO 50.00 X 208225 0 62743 KEVIN THURM CEO (OUTGOING) 50.00 X 361039 0 64434 STEPHANIE S STREETT EXEC. DIR, SECRETARY 50.00 X 243071 0 66627 AMY SANDGRUND-FISHER GENERAL COUNSEL/CHRO/COO 50.00 X 311271 0 67327 BARI WESTERBERG PRESIDENT 50.00 X 275543 0 67289 GREG MILNE CEO/CGI 50.00 X 297733 0 68635 JETHRO MILLER CDO (OUTGOING) 50.00 X 207787 0 36398 LISA HERNANDEZ GIOIA CDO (INTERIM) 50.00 X 209994 0 64872 CRAIG MINASSIAN CHIEF CONTENT COMMS./MARKETING OFF. 50.00 X 289233 0 68655 FRANCESCA ERNST KHAN CHIEF BRAND & DIGITAL MARKETING OFF. 50.00 X 238148 0 64619 LUKE SCHIEL CHIEF PROGRAM & STRATEGY OFFICER 50.00 X 249897 0 31053 MIKE HEMPHILL SR. DIR. LEADERSHIP DEVELOPMENT 50.00 X 224851 0 47027 PATTI MILLER CEO, TOO SMALL TO FAIL 50.00 X 269578 0 50997 3693065 0 815447 67 0 1 0 THE MARKHAM GROUP LLC 1000 W 3RD STREET LITTLE ROCK AR 72201 EVENT MANAGEMENT 4565000 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 PLANNING SERVICES 375000 CONVENTIONS SPORTS & LEISURE INTERNATION 61 BROADWAY SUITE 2400 NEW YORK NY 10006 OWNERS REPRESENTATIVE/PROJECT MANAGER 288000 COHNREZNICK 14 SYLVAN WAY PARSIPPANY NJ 070543801 AUDIT / TAX 238647 ISCRUBDATA 36 TAMALPAIS AVE LARKSPUR CA 94939 DATA 179000 17 17303 7583 2460139 30000 38362868 1736411 40877893 PRESIDENTIAL CENTER 900099 1932364 921952 1010412 OVERDOSE RESPONSE NETW 900099 899859 899859 CLINTON GLOBAL INITIAT 900099 458775 458775 95144 95144 3386142 2607202 -9309 2616511 1313 1313 33762080 5000 33490113 0 271967 5000 276967 17666 259301 22550 2460139 321704 -299154 -299154 2713441 1052767 1660674 -459807 2120481 SPEECH REVENUE 900099 6880 6880 40296 40296 47176 48558213 1963099 3139250 2577971 2443726 2443726 5000 5000 310243 310243 2974454 1568969 1106328 299157 16481617 12166254 1655585 2659778 788273 555600 108071 124602 4425982 3232092 507517 686373 1460577 1041684 192928 225965 209280 191780 17500 296885 23682 273203 528000 528000 2723960 2219707 493453 10800 219587 119420 7489 92678 1104292 644110 235186 224996 1019080 264955 503705 250420 2194290 1675745 362214 156331 1797708 1505496 68090 224122 9584167 9530137 11335 42695 469 469 3771464 3608166 120532 42766 545937 306074 236252 3611 DIRECT PROGRAM EXPENSES 700718 700718 STAFF TRAINING & DEV. 157929 78983 70094 8852 FURNISHINGS AND FIXTURE 29781 29781 525945 299516 31400 195029 54299364 42330058 6175631 5793675 4623885 15770829 10363067 8719772 10160514 9788903 844266 1158520 138883 121215 454326 452229 144534979 73153065 70417655 71381914 34340075 34453192 166139474 169094786 6563478 6176207 304045623 317117567 3384061 4246793 339228 649727 80000 6808454 7257921 10531743 12234441 X 71742080 71383158 221771800 233499968 293513880 304883126 304045623 317117567 X -5741151 18103812 -993415 X 0 1 X 1 0 X 16326750 24356882 25977198 25982780 40877893 133521503 16326750 24356882 25977198 25982780 40877893 133521503 12940495 120581008 7716676 11068389 1031261 2352473 2617824 24786623 1413116 4067534 2627408 3122636 3139250 14369944 577983 262787 1747417 122640 47176 2758003 175436073 11177451 0.68730 0.64920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 86,241. 2021 AMOUNT: $ 25,787. 2022 AMOUNT: $ 78,077. 2023 AMOUNT: $ 122,140. 2024 AMOUNT: $ 40,296. CAFE REVENUE - 2020 AMOUNT: $ 91,742. SPEECH REVENUE - 2021 AMOUNT: $ 37,000. 2022 AMOUNT: $ 91,898. 2023 AMOUNT: $ 500. 2024 AMOUNT: $ 6,880. GAIN ON PROGRAM INVESTMENT - PODCAST REVENUE - 2020 AMOUNT: $ 400,000. 2021 AMOUNT: $ 200,000. 2022 AMOUNT: $ 400,000. GAIN ON EARLY LEASE TERMINATION - 2022 AMOUNT: $ 1,177,442. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 213103987 100029 20896204 21900000 53907 212146313 215353347 159221 19173529 21600000 -17890 213103987 259548703 199644 -28533572 15800000 61428 215353347 235099179 289187 34769541 10500000 109204 259548703 216990296 363195 32745688 15000000 235099179 0.00000 0.88000 0.12000 0 0 130052806 65185922 64866884 538482 550655 -12173 13943691 7416488 6527203 71381914 SELECT EQUITY 27902204 F PRIVATE EQUITY 71226020 F MULTI STRATEGY CREDIT 10107055 F INTERMEDIATE FUND 13069398 F HEDGED EQUITY 22806508 F DIVERSIFIED STRATEGY FUNDS 23983601 F 169094786 X 68245892 18103812 530800 -340522 18294090 49951802 -1393589 -1393589 48558213 56876646 530800 1394564 1925364 54951282 -651918 -651918 54299364 PART IV, LINE 2B: THE FOUNDATION MAINTAINS ESCROW ACCOUNTS RELATED TO CLINTON SCHOOL OF PUBLIC SERVICE. 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: THE CLINTON FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE CLINTON FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THERE IS NO MATERIAL TAX LIABILITY DUE TO UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES ON UNRELATED BUSINESS INCOME HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IF NECESSARY, THE CLINTON FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. THE CLINTON FOUNDATION FILES, FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE INTERNAL REVENUE SERVICE ANNUALLY. THE CLINTON FOUNDATION'S FEDERAL AND STATE INFORMATIONAL RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. MANAGEMENT HAS ANALYZED TAX POSITIONS AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: OFFSHORE INVESTMENT 159,937. CONTRIBUTION REFUND -500,459. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS COST OF GOODS SOLD -1,052,767. RECLASS DIRECT FUNDRAISING EXPENSE -321,704. RECLASS NONDEDUCTIBLE INVESTMENT EXPENSES 975. RECLASS DISCOUNT SALES -20,093. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS DIRECT FUNDRAISING EXPENSE 321,704. RECLASS COST OF GOODS SOLD 1,052,767. RECLASS DISCOUNT SALES 20,093. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF GRANTS 5,000. PROVISION FOR UNCOLLECTIBLE PLEDGES -656,918. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE ECONOMIC DEVELOPMENT AND CLIMATE 410209 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 10947 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE ECONOMIC DEVELOPMENT 77150 SOUTH AMERICA 0 0 FUNDRAISING 26240 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICE ECONOMIC DEVELOPMENT 22606 SUB-SAHARAN AFRICA 0 0 FUNDRAISING 22821 0 0 0 0 0 0 569973 0 569973 EUROPE (INCLUDING ICELAND & GREENLAND) ECONOMIC DEVELOPMENT 280243 WIRE 0 MIDDLE EAST AND NORTH AFRICA ECONOMIC DEVELOPMENT 15000 WIRE 0 SUB-SAHARAN AFRICA ECONOMIC DEVELOPMENT 15000 WIRE 0 3 0 0 0 0 0 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. X X X X X X X 1 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 DIRECT MAIL MARKETING 0 258332 57000 201332 COMMUNITY COUNSELING SERVICES PO BOX 824885 PHILADELPHIA PA 191824885 FUNDRAISING COUNSEL 0 0 375000 0 MENDITTO MANN ENTERPRISES INC 6791 SW 78 TERRACE MIAMI FL 33143 FUNDRAISING COUNSEL 0 0 64000 0 STEPHEN BROWN 268 WEST 77 STREET 4 NEW YORK NY 10024 FUNDRAISING COUNSEL 0 0 32000 0 258332 528000 201332 AK AL AR CA CO CT DC FL GA HI IL KS KY MD MA ME MI MN MS NC NH NJ NM NY ND NV OH OK OR PA RI SC TN VA WA WV WI UT DC EVENT 821269 821269 15200 10890 109650 DINNER 659120 636570 22550 1265 23163 33250 104349 4 1002300 1002300 23937 2482689 2460139 22550 1265 38363 44140 237936 321704 -299154 1 CASA SAN JOSE 2116 BROADWAY AVE PITTSBURGH PA 15216 464729004 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING CITY OF PHILADELPHIA DBA OFFICE OF HOMELESS SERVICES 1401 JFK BLVD 10TH FLOOR ROOM1030 PHILADELPHIA PA 19102 236003047 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING CITY YEAR LITTLE ROCK 800 W MARKHAM ST LITTLE ROCK AR 72201 222882549 501(C)(3) 10000 0 EDUCATION GEORGETOWN UNIVERSITY 37TH O STREETS NW BOX 571173 WASHINGTON DC 20057 530196603 501(C)(3) 205170 0 EDUCATION HOMELESS CHILDREN'S EDUCATION FUND 1901 CENTRE AVE SUITE 301 PITTSBURGH PA 15219 251820564 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING KEYSTONE SERVICE SYSTEMS INC 4391 STURBRIDGE DR HARRISBURG PA 17110 231915567 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING LYCOMING COUNTY UNITED WAY 1 W 3RD ST STE 208 WILLIAMSPORT PA 17701 240828149 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING MACEDONIA FAMILY AND COMMUNITY ENRICHMENT CENTER 5001 BAUM BLVD SUITE 400 PITTSBURGH PA 15213 251778222 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING MAE HEALTH 513 VANDERBILT AVENUE BROOKLYN NY 11238 854233790 15000 0 HEALTHCARE READING IS FUNDAMENTAL PITTSBURGH 10 CHILDRENS WAY SUITE 300 PITTSBURGH PA 15212 251558336 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING RXALL INC 667 BANCROFT ST SANTA CLARA CA 95051 812972449 15000 0 HEALTHCARE THE LEARNING LAMP INC 2025 BEDFORD STREET JOHNSTOWN PA 15904 200306745 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING TREE HOUSE BOOKS 1430 W SUSQUEHANNA AVE PHILADELPHIA PA 19121 593802913 501(C)(3) 28000 0 EARLY CHILDHOOD LEARNING UNITED WAY OF BUCKS COUNTRY 413 HOOD BOULEVARD FAIRLESS HILLS PA 19030 231409706 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING UNITED WAY OF CAPITAL REGION 2235 MILLENIUM WAY ENOLA PA 17025 231352095 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING UNITED WAY OF SOUTHERN ALLEGHENIES 422 MAIN STREET SUITE 203 JOHNSTOWN PA 15901 250965383 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING UNITED WAY OF VENANGO TITUSVILLE PO BOX 303 RENO PA 16343 251219187 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING UNITED WAY OF WYOMING VALLEY 100 N PENNSYLVANIA AVE WILKESBARRE PA 18701 240831490 501(C)(3) 15000 0 EARLY CHILDHOOD LEARNING UNIVERSITY OF ARKANSAS CLINTON SCHOOL OF PUBLIC SERVICE 1200 PRESIDENT CLINTON AVENUE LITTLE ROCK AR 72201 716056774 501(C)(3) 1875000 0 EDUCATION WITF INC 4801 LINDLE ROAD HARRISBURG PA 17111 231629016 501(C)(3) 10000 0 EARLY CHILDHOOD LEARNING 18 2 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 501(C)(3), 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 1 0 KEVIN THURM CEO (OUTGOING) 361039 0 0 0 0 0 20700 0 43734 0 425473 0 0 0 AMY SANDGRUND-FISHER GENERAL COUNSEL/CHRO/COO 311271 0 0 0 0 0 18692 0 48635 0 378598 0 0 0 GREG MILNE CEO/CGI 297733 0 0 0 0 0 18000 0 50635 0 366368 0 0 0 CRAIG MINASSIAN CHIEF CONTENT COMMS./MARKETING OFF. 289233 0 0 0 0 0 17520 0 51135 0 357888 0 0 0 BARI WESTERBERG PRESIDENT 275543 0 0 0 0 0 16662 0 50627 0 342832 0 0 0 BRUCE R LINDSEY COUNSELOR TO THE CHAIR 251801 0 25000 0 0 0 16800 0 36577 0 330178 0 0 0 PATTI MILLER CEO, TOO SMALL TO FAIL 269578 0 0 0 0 0 15270 0 35727 0 320575 0 0 0 STEPHANIE S STREETT EXEC. DIR, SECRETARY 243071 0 0 0 0 0 14792 0 51835 0 309698 0 0 0 FRANCESCA ERNST KHAN CHIEF BRAND & DIGITAL MARKETING OFF. 238148 0 0 0 0 0 14400 0 50219 0 302767 0 0 0 LUKE SCHIEL CHIEF PROGRAM & STRATEGY OFFICER 249897 0 0 0 0 0 15000 0 16053 0 280950 0 0 0 LISA HERNANDEZ GIOIA CDO (INTERIM) 209994 0 0 0 0 0 12808 0 52064 0 274866 0 0 0 MIKE HEMPHILL SR. DIR. LEADERSHIP DEVELOPMENT 224851 0 0 0 0 0 13500 0 33527 0 271878 0 0 0 KATRINA OWOH CFO 208225 0 0 0 0 0 12600 0 50143 0 270968 0 0 0 JETHRO MILLER CDO (OUTGOING) 207787 0 0 0 0 0 11539 0 24859 0 244185 0 0 0 PART I, LINE 1A ON A CASE BY CASE BASIS, WILLIAM J. CLINTON, HILLARY RODHAM 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. PART I, LINE 7 THE AMOUNT INCLUDED ON PART II, COLUMN B(II), REPRESENTS BONUSES AND INCENTIVES THAT WERE APPROVED BY THE BOARD. THE AMOUNT WAS INCLUDED IN THE INDIVIDUAL'S W-2. X 415249 FMV X 17 1321162 FMV 0 1 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF DONORS. FORM 990 PART I LINE 1 THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION ("CLINTON FOUNDATION") IS A NONPARTISAN ORGANIZATION FOUNDED BY PRESIDENT BILL CLINTON. SINCE 2001, THE FOUNDATION HAS TRANSFORMED PHILANTHROPY THROUGH PROGRAMS THAT DEVELOP LEADERS AND ACCELERATE SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES. 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; THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM; AND THE CLINTON SCHOOL OF PUBLIC SERVICE AT THE UNIVERSITY OF ARKANSAS. ALONG WITH THREE OTHER PRESIDENTIAL CENTERS, THE FOUNDATION IS ALSO MANAGING PARTNER OF THE PRESIDENTIAL LEADERSHIP SCHOLARS PROGRAM, WHICH BRINGS TOGETHER BOLD AND PRINCIPLED LEADERS WHO ARE COMMITTED TO FACING CRITICAL CHALLENGES WHILE WORKING ACROSS DIFFERENCES. THE CLINTON CENTER PROVIDES YEAR-ROUND EDUCATIONAL AND CULTURAL OPPORTUNITIES TO VISITORS OF ALL AGES THAT ENCOURAGE CIVIC ENGAGEMENT, INSPIRE A PASSION FOR PUBLIC SERVICE, AND PREPARE THE NEXT GENERATION OF LEADERS TO ACTIVELY PARTICIPATE IN THEIR COMMUNITIES, OUR COUNTRY, AND THE WORLD. IN 2024, THE CLINTON PRESIDENTIAL CENTER CELEBRATED ITS 20TH ANNIVERSARY, SPENDING THE YEAR FOCUSED ON HOW LEADERSHIP, CITIZENSHIP, AND SERVICE ARE NOBLE AND IMPORTANT PATHWAYS FOR CIVIC PARTICIPATION. IN 2024, THE LITTLE ROCK REGIONAL CHAMBER OF COMMERCE REPORTED THAT THE CLINTON CENTER HAS CATALYZED NEARLY $4.9 BILLION IN ECONOMIC IMPACT FOR THE LITTLE ROCK REGION A FIGURE THAT IS ONLY EXPECTED TO GROW AS WE SOLIDIFY PLANS IN THE YEARS AHEAD. FORM 990 PART III LINE 4B THE CLINTON GLOBAL INITIATIVE ("CGI") WORKS TO CONVENE A COMMUNITY OF DOERS TO TAKE ACTION TOGETHER ON THE WORLD'S MOST PRESSING CHALLENGES. THE CGI 2024 ANNUAL MEETING WAS HELD IN SEPTEMBER 2024 IN NEW YORK CITY. CGI COMMITMENT-MAKERS ANNOUNCED 175 NEW SOCIAL IMPACT PROJECTS ("COMMITMENTS TO ACTION") THAT ADDRESS CLIMATE RESILIENCE, GLOBAL HEALTH EQUITY, THE PROTECTION OF JOURNALISTS, HUMANITARIAN CRISES, AND OTHER PRESSING GLOBAL CHALLENGES. WHEN FULLY FUNDED AND IMPLEMENTED, THE 175 NEW COMMITMENTS TO ACTION LAUNCHED AT CGI 2024 WILL HAVE A POSITIVE IMPACT ON THE LIVES OF MILLIONS OF PEOPLE. COLLECTIVELY, WHEN FULLY IMPLEMENTED, THESE COMMITMENTS WILL FACILITATE HUNDREDS OF MILLIONS OF DOLLARS OF FUNDING TO SUPPORT HISTORICALLY EXCLUDED COMMUNITIES AND BUSINESSES; PROVIDE THOUSANDS OF PEOPLE WITH IMPROVED ACCESS TO EDUCATIONAL MATERIALS; MILLIONS OF PEOPLE WITH ACCESS TO HEALTH SERVICES; HUNDREDS OF THOUSANDS OF PEOPLE WITH ACCESS TO MATERNAL/NEWBORN HEALTH SERVICES; MILLIONS OF DOLLARS OF GOODS DISTRIBUTED FOR HUMANITARIAN RELIEF OR DISASTER RESPONSE; AND MILLIONS OF METRIC TONS OF CO2 EQUIVALENTS REDUCED OR AVOIDED PER YEAR. FORM 990 PART III LINE 4C IN 2024, THE CLINTON GLOBAL INITIATIVE UNIVERSITY ("CGI U") ENGAGED A CURATED COHORT OF EMERGING ENTREPRENEURS THROUGH THE CGI FELLOWSHIP, PROVIDING CRITICAL TOOLS AND GUIDANCE AS THEY BUILD AND IMPLEMENT PROGRAMS THAT ADDRESS URGENT GLOBAL CHALLENGES. IN THE INAUGURAL 2024 YEAR, THE CGI FELLOWSHIP PROGRAM BROUGHT TOGETHER 25 FELLOWS FROM 15 COUNTRIES AND 10 U.S. STATES DEVELOPING SOLUTIONS TO CRITICAL CHALLENGES SUCH AS CLIMATE RESILIENCE, EQUALITY FOR WOMEN AND GIRLS, ECONOMIC INCLUSION, AND MORE. THE FELLOWS UTILIZED THE HIGH-PROFILE PLATFORM OF THE CGI 2024 ANNUAL MEETING TO LAUNCH THEIR COMMITMENTS. 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, HILLARY RODHAM 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, HILLARY RODHAM CLINTON, AND CHELSEA V. CLINTON HAVE A FAMILY RELATIONSHIP. 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, TCS, 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. THE LAST COMPENSATION STUDY WAS HELD IN 2025. 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 -495,459. PROVISION FOR UNCOLLECTIBLE PLEDGES -657,892. OFFSHORE REVENUE 159,936. CLINTON FOUNDATION HONG KONG 16/F TAK SHING HOUSE THEATER L HONG KONG HK CF PROGRAMS HK 0 0 BILL HILLARY & CHELSEA CLINTON FOUNDATION