2016-11-09T10:50:40-06:00 2015-12-31 346565596 Ernst and Young US LLP 111 Monument Circle Ste 4000 Indianapolis IN 46204 990 2015-01-01 461561597 US Chamber of Commerce Foundation USCH 2024635590 1615 H ST NW Washington DC 20062 Stan M Harrell CFO 2024635590 2016-11-09 1 Jennifer Rhoderick P00395735 3176817000 2015 2017-02-10 21:41:12Z Stan M Harrell 1615 H ST NW Washington DC 20062 59507164 0 X http://www.uschamberfoundation.org/ X 2012 DE The US Chamber of Commerce Foundation conducts (Please see Schedule O for the continuation) charitable and educational activities to address issues affecting our nation, our economy, and the global business environment. 7 6 48 0 -38838 -38838 25174523 57089297 1055247 1120278 19652 465720 37157 66310 26286579 58741605 717626 1650023 0 0 4884868 5748355 0 0 272603 17792951 16755295 23395445 24153673 2891134 34587932 6106482 39323454 245679 264254 5860803 39059200 X The US Chamber of Commerce Foundation conducts charitable and educational activities to address issues affecting our nation, our economy, and the global business environment. 0 0 8672444 211500 15000 Hiring Our Heroes (HOH) is a nationwide effort to help veterans, transitioning service members, and military spouses find meaningful employment. The US Chamber of Commerce Foundation runs the program to improve public-private sector coordination in hundreds of communities across America. 4542876 1141030 0 The Center for Education and Workforce, through its research, programs, and policy on education and skills training, mobilizes the business community to be more engaged partners, challenge the status quo, and connect education and workforce reforms to economic development. 3158727 78038 33410 Research, public education, and meetings to drive the public policy debate on key or emerging issues affecting the business community. 3036559 86500 128024 Corporate Citzenship Center:The U.S. Chamber of Commerce Foundation Corporate Citizenship Center is a leading resource for educating the public and sharing best practices as to how businesses can make a difference. For more than 10 years, our programs, events, research, and relationships with key NGO and governments have educated the public on how business can improve social and environmental conditions. 1237432 2500 949414 Institute for Organization Management:Institute for Organization Management is the professional education program of the U.S. Chamber of Commerce Foundation. It is the premier nonprofit professional education program for association and chamber professionals, fostering individual growth through interactive learning and networking opportunities. Since 1921, the Institute has educated thousands of past, current, and future nonprofit leaders from across the country, making it one of the oldest and best regarded adult education programs in nonprofit management 855014 40000 0 Misc projects: 685948 5000 5120 Center for Women in Business:The Center for Women in Business (CWB), a program of the U.S. Chamber of Commerce Foundation, promotes and empowers women business leaders to achieve their personal and professional goals by increasing opportunities for women to serve on corporate boards and in the C-suite; mentoring women at all stages of their careers; andencouraging peer to peer education and professional growth for women entrepreneurs. 271726 0 10000 A study of the economic impact of the total costs of the US tort system. 85837 85455 0 The Middle East Commercial Center (MECC) is a public-private alliance including business leaders across the region that are working together to promote greater understanding of the most critical economic challenges and opportunities of our day. 37755 0 0 An educational study for the welfare costs of Chinese Information and Communications Technology (ICT) Sectors Nativization. 6210271 219455 1092558 22584318 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 X 159 0 1 48 1 1 1 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 AK AL AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC NH NJ NM NY OH OR PA RI SC TN UT VA WI WV X Stan M Harrell 2024635590 1615 H ST NW Washington DC 20062 Diana Cantor Director 1.00 1.00 X 0 0 0 Suzanne P Clark Director/EVP, USCCF 10.00 30.00 X 0 1063654 40005 Michael Edwards Director 1.00 X 0 0 0 HP Goldfield Director 1.00 2.00 X 0 0 0 Thomas Kuhn Director 1.00 1.00 X 0 0 0 William G Little Director 1.00 1.00 X 0 0 0 Richard V Martella Jr Director 1.00 X 0 0 0 John R McKernan Jr Pres/Director (Resigned in 2015) 6.00 34.00 X X 0 400527 20744 Donald J Shepard Director 1.00 2.00 X 0 0 0 Lily Fu Claffee Gnrl Cnsl & Secretary 5.00 20.00 X 0 1363046 47910 Thomas J Donohue Chief Executive Officer 1.00 40.00 X 0 6591126 -11439 Stan M Harrell Chief Financial Officer 1.00 41.00 X 0 876910 57866 Ross S Cohen Exec Dir, HOH; VP, USCCF 40.00 X 0 247775 25028 Marc E DeCourcey VP, USCCF & Exec Dir, CCC 40.00 X 244078 0 39983 Eric Eversole Pres, HOH; Exec Dir, USCCF Dev 54.00 6.00 X 0 532731 27170 Cheryl Oldham VP, Educ & Workf USCCF 30.00 10.00 X 0 244331 45988 Carolyn Cawley Westermann SVP, USCCF 32.00 8.00 X 0 244373 14718 Richard B Cooper VP, Emerging Issues & Research 40.00 X 213964 0 51921 Vanessa G Lyon Exec Dir, Programs 40.00 0.00 X 165367 0 33468 Natalie S Masri Sr Dir, Special Projects 40.00 X 126391 0 27185 Kathryn Poynton Director, Events 40.00 X 125846 0 8330 Kathryn Traver VP, Operations, USCCF 40.00 X 162736 0 57195 1038382 11564473 486072 17 0 1 0 The Markham Group LLC 1000 W 3RD Street Little Rock AR 72201 Consult on job fairs 3935831 IOSTudio LLC 565 Marriott Drive Nashville TN 37214 Web & mobile dbase emp toolkit 855974 Propper Daley 6380 Wilshire Blvd Suite 1500 Los Angeles CA 90048 Public relation services 618841 Accenture PO Box 70629 Chicago IL 60673 Analysis prog effectiveness 367880 Craft Media 1600 K Street NW Washington DC 20006 Multimedia prod & PR services 257794 11 35777745 21311552 57089297 Professional training 611600 949414 949414 Meetings revenue 900099 165244 165244 Advertising revenue 541800 5620 5620 1120278 506785 -46955 553740 724494 765559 -41065 -41065 2497 -43562 Bad debt recovery 900099 65000 25000 40000 Affiliate svc charges 900099 1310 1310 66310 58741605 1140968 -38838 550178 X 1650023 1650023 284062 202906 81156 4077993 3942984 135009 1386300 1341747 44553 270703 15360 255343 78000 78000 49921 49921 6026853 6026853 762389 762389 690320 677039 7896 5385 1113952 1113952 1147319 1140819 6500 4761786 4756194 5592 Program support service 1854052 954052 900000 24153673 22584318 1296752 272603 5978620 4755902 127862 18554025 16013527 6106482 39323454 245679 264254 245679 264254 X -2023021 3142592 7883824 35916608 5860803 39059200 6106482 39323454 X 34587932 -1438990 49455 X 0 1 X 1 0 X 0 15259382 25174523 57094917 97528822 15259382 25174523 57094917 97528822 10354646 87174176 0 222 19652 553736 573610 423179 37157 66310 526646 98629078 3293500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 22346609 -1438990 223551 -1215439 23562048 35179557 35179557 58741605 23998580 223551 11103905 11327456 12671124 11482549 11482549 24153673 Part X, Line 2: ASC 740 footnote from 2015 audit: Management's analysis of uncertain tax positions as required under Financial Accounting Standards Board Accounting Standards Codification Topic (ASC) 740, Income Taxes, determined that the Foundation had no uncertain tax positions, and as such, no liability has been recorded as of December 31, 2015 or 2014. Management does not anticipate any material changes in this position in the next 12 months. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes the Foundation is no longer subject to income tax examinations for years prior to 2012. Part XI, Line 4b - Other Adjustments: Elimination entries $11,480,049 Affiliated org rev consolidated for financial statement purpose $23,746,461 Parntership pass through income (46,955) Rounding 2 Part XII, Line 2d - Other Adjustments: Affiliated org rev consolidated for financial statement purpose $11,103,905 Part XII, Line 4b - Other Adjustments: Elimination entries $11,480,049 Equity adjustment for returned contribution per IRS rules $2,500 Europe 0 0 Seminars and speaking engagements. Promote veteran civilian transition. 1088 East Asia and the Pacific 0 0 Seminars and speaking engagements. Promote veteran civilian transition and corporate citizenship inititatives. 13498 Middle East and North Africa 0 0 Seminars and speaking engagements. Corporate citizenship inititatives. 2959 Europe 0 6 Program services. Corporate citizenship inititatives and emerging public policy education issues. 142838 North America 0 1 Program services. Promote veteran civilian transition. 2280 Middle East and North Africa 0 1 Program services. Public private alliance for public policy education issues. 4972 0 8 0 0 0 8 167635 0 167635 0 0 0 0 0 0 Part I, line 3: Schedule F Part I We use the accrual method of accounting on all of our transactions. 1 Academy Women PO Box 5583 San Jose CA 95150 421697594 501(c)(3) 75000 This organization supports one of the Foundations main programs, Hiring Our Heroes (HOH), and the HOH staff keeps up a regular relationship with them. The HOH leadership collaborates with these groups on many veteran service initiatives and knows they are reputable. American Institute for Research in the Behavioral Sciences 1000 Thomas Jefferson St NW Washington DC 20007 250965219 501(c)(3) 278325 USCCF is working with AIR as part of the Transforming Higher Education project, funded by USA Funds, to create a consumer information website for students and adult learners to get educated on program-level data at certificate, associates, and bachelors degree-granting institutions. AIR is the lead data partner and works with USCCF to educate the community about the website and using data to make smart decisions when choosing what and where to study. One month after completion a report is due to USCCF to demonstrate compliance. Arizona Chamber of Commerce 3200 N Central Ave Suite 1125 Phoenix AZ 85012 860290347 501(c)(6) 50000 The AZ Chamber Foundation is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. This subgrant was used to explore how employers can more effectively manage their partnerships with higher education to ensure that teacher training programs are providing the needed skills to succeed in the classroom. One month after completion a report is due to USCCF to demonstrate compliance. Blue Star Families PO BOX 322 FALLS CHURCH VA 22040 800369895 501(c)(3) 20000 This organization supports one of the Foundations main programs, Hiring Our Heroes (HOH), and the HOH staff keeps up a regular relationship with them. The HOH leadership collaborates with these groups on many veteran service initiatives and knows they are reputable. California Foundation for Commerce and Education 1215 K St Sacramento CA 95814 510159900 501(c)(3) 25000 The CA Foundation is a part of USCCFs youth employment network, funded by the Daniels Fund, and is exploring how to apply youth hiring strategies in businesses across the state of California. This subgrant is being used to create an online platform to connect employers with youth employment positions and young people. One month after completion a report is due to USCCF to demonstrate compliance. Center for Energy Workforce Development 701 Pennsylvania Ave NW Washington DC 20004 204504014 501(c)(3) 90000 CEWD is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. CEWD used the funds as part of the Michigan cohort, to focus efforts on creating an employer collaborative in the energy industry and to focus efforts on short- and long-term critical job demand planning. One month after completion a report is due to USCCF to demonstrate compliance. CEO Roundtable on Cancer Inc 100 SAS Campus Drive Cary NC 27513 651230448 501(c)(3) 40000 An annual membership contribution. The Foundation and its predecessor organizations have supported cancer research in the past. Colorado Association of Commerce & Industry Educational Foundation 1600 Broadway Denver CO 80202 742324426 501(c)(3) 20000 CACI is a subgrant recipient as part of the Transforming Higher Education project, funded by USA Funds, to create a consumer information website for students and adult learners to get educated on program-level data at certificate, associates, and bachelors degree-granting institutions. CACI is the lead for the state of Colorado and helped USCCF identify community leaders who are student-minded, as well as helped host an event to launch the website. One month after completion a report is due to USCCF to demonstrate compliance. Community Foundation of New Jersey 35 Knox Hill Road Morristown NJ 07963 222281783 501(c)(3) 40000 CFNJ is a subgrant recipient as part of USCCFs work in K12 on high standards and aligned assessments. CFNJ is working with education and business partners across the state to host community conversations on the states activities in education. One month after completion a report is due to USCCF to demonstrate compliance. Council on Foreign Relations 58 East 68th St New York NY 10065 131628168 501(c)(3) 33130 We supported this organization and its events. We are confident the funds were well spent. Danville Foundation for Industrial Growth 15 N Walnut St Danville IL 61832 370867044 501(c)(3) 90000 Danville is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. Danville used the funds as the lead for the Illinois cohort, to focus efforts on short- and long-term critical job demand planning, communicating necessary competencies and credentials so that employers can be more effective partners to institutional partners, and helping employers know what data can be useful to identify where they get their best talent. One month after completion a report is due to USCCF to demonstrate compliance. Fisher House Foundation 111 Rockville Pike Rockville MD 20850 113158401 501(c)(3) 10000 This organization supports one of the Foundations main programs, Hiring Our Heroes (HOH), and the HOH staff keeps up a regular relationship with them. The HOH leadership collaborates with these groups on many veteran service initiatives and knows they are reputable. Florida Chamber of Commerce Foundation 136 South Bronough St Tallahassee FL 32301 596209605 501(c)(3) 17000 The Florida Chamber Foundation is a subgrant recipient as part of USCCFs work in K12 on high standards and aligned assessments. The Florida Chamber Foundation created a report on the status of K12 education in the state and how community members can be more involved. One month after completion a report is due to USCCF to demonstrate compliance. USCCF also assisted in the implementation of a regional forum for the Health Means Business campaign to better understand the nexus between a strong economy and healthy residents. This grant recipient has to report to USCCF on how these funds were spent. George Washington University 45155 Research Place Ashburn VA 20147 530196584 501(c)(3) 10000 We supported George Washington Universitys GW Regulation and Innovation Roundtable. Global India Fund 6326 Old Chesterbrook Road McLean VA 22101 142005694 501(c)(3) 10000 Sponsored the 2015 Global India Found Gala to benefit the Girl Rising campaign. A USCCF staff member attended the event. Greater Houston Partnership 1200 Smith St Houston TX 77002 760267896 501(c)(6) 90000 GHP is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. GHP used the funds to focus efforts on short- and long-term critical job demand planning and communicating necessary competencies and credentials so that employers can be more effective partners to institutional partners as they recruit employees for petrochemical engineering and manufacturing. One month after completion a report is due to USCCF to demonstrate compliance. IFA Educational Foundation 1501 K St NW Washington DC 20005 521358631 501(c)(3) 80000 This organization supports one of the Foundations main programs, Hiring Our Heroes (HOH), and the HOH staff keeps up a regular relationship with them. The HOH leadership collaborates with these groups on many veteran service initiatives and knows they are reputable. Impact Northern Kentucky 300 Buttermilk Pike Fort Mitchell KY 41017 611334712 501(c)(3) 50000 Impact Kentucky is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. Impact used the funds to build an employer collaborative in the manufacturing industry and focused efforts on short- and long-term critical job demand planning. One month after completion a report is due to USCCF to demonstrate compliance. Kansas Economic Devolpment Institute 1000 SW Jackson St Topeka KS 86812 481186676 501(c)(3) 87500 Kansas Economic Development Institute is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. The Institute used the funds to build an employer collaborative in the information technology industry. One month after completion a report is due to USCCF to demonstrate compliance. Louisiana Technology Council 10988 N Harrells Ferry Road Baton Rouge LA 70816 582040828 501(c)(3) 10000 USCCF partnered with the Louisiana Technology Council to sponsor a reception at the annual Public-Private Partnership conference in New Orleans, LA. There were 300 attendees for the event. Paralyzed Veterans of America 801 18th St NW Washington DC 20006 131946868 501(c)(3) 10000 This organization supports one of the Foundations main programs, Hiring Our Heroes (HOH), and the HOH staff keeps up a regular relationship with them. The HOH leadership collaborates with these groups on many veteran service initiatives and knows they are reputable. Pentagon Federal Credit Union Foundation 2930 Eisenhower Ave Alexandria VA 22314 542062271 501(c)(3) 15000 This organization supports one of the Foundations main programs, Hiring Our Heroes (HOH), and the HOH staff keeps up a regular relationship with them. The HOH leadership collaborates with these groups on many veteran service initiatives and knows they are reputable. San Antonio Foundation for Free Enterprise 602 E Commerce San Antonio TX 78205 741909676 501(c)(3) 25000 The San Antonio Foundation is a part of USCCFs youth employment network, funded by the Daniels Fund, and is exploring how to apply youth hiring strategies in businesses across the state of Texas. This subgrant is being used as part of a community-wide effort to offer enhanced internship opportunities to young people to give them real work experience. One month after completion a report is due to USCCF to demonstrate compliance. Soledad O'Brien & Brad Raymound Foundation 134 WEST 26TH ST NEW YORK NY 10001 452440475 501(c)(3) 15000 USCCF sponsored the 2015 New Orleans to New York City Gala on July 16 for $10,000. USCCF also made a $5,000 contribution to the Foundation in appreciation of Soledad O'Brien speaking at USCCF's annual conference in October. We feel the Foundation to be a reputable organization that will spend our funds responsibily The Main Line Chamber of Commerce 175 Strafford Ave Wayne PA 19087 230365255 501(c)(6) 25000 The Main Line Chamber is a part of USCCFs youth employment network, funded by the Daniels Fund, and is exploring how to apply youth hiring strategies in businesses across the state of Pennsylvania. This subgrant is being used as part of the Main Line Chambers Talent Education Network to educate college students on the employment opportunities in the region and how to be prepared for success in those industries. One month after completion a report is due to USCCF to demonstrate compliance. The Office Depot Foundation 6600 Military Trail Boca Raton FL 33496 650596803 501(c)(3) 10000 USCCF was the Listen, Learn, Care Awards Luncheon Sponsor for The Office Depot Foundation's 8th Weekend In Boca civil society leadership symposium.USCCF staff members attended on behalf of USCCF. The Virginia Chamber Foundation 919 East Main Street Richmond VA 23219 510193842 501(c)(3) 25000 The VA Chamber Foundation is a part of USCCFs youth employment network, funded by the Daniels Fund, and is exploring how to apply youth hiring strategies in businesses across the state of Virginia. This subgrant is being used to create innovation challenges in partnership with education and business leaders to help educate and prepare students. One month after completion a report is due to USCCF to demonstrate compliance. US New Zealand Council 1801 F St NW Washington DC 20006 521442258 501(c)(3) 10000 We supported this organization and participated in its events. Virginia Economic Development Partnership International Trade 901 East Byrd St Richmond VA 23219 541800314 50000 The Virginia Economic Development Partnership is a part of USCCFs Talent Pipeline Management network, funded by USA Funds, to apply supply chain management principles to talent recruitment, hiring, and training. Virginia used the funds to build an employer collaborative in the information technology and cybersecurity industries and focus efforts on short- and long-term critical job demand planning. One month after completion a report is due to USCCF to demonstrate compliance. Washington International Trade Foundation 1300 Pennsylvania Ave NW Washington DC 20004 521907420 501(c)(3) 10000 This was a contribution in support of Washington International Trade Foundation (WITF). We are confident the funds were well spent. Woodrow Wilson International Center for Scholars 1300 Pennsylvania Ave NW Washington DC 20004 521067541 501(c)(3) 25000 We supported this organization and its events. We are confident the funds were well spent. Oklahoma Chamber of Commerce 330 NE 10th St Oklahoma City OK 73104 731270209 501(c)(6) 7000 USCCF also assisted in the implementation of a regional forum for the Health Means Business campaign to better understand the nexus between a strong economy and healthy residents. This grant recipient has to report to USCCF on how these funds were spent. Memphis Chamber of Commerce Foundation 22 N Front St Memphis TN 38103 237057855 501(c)(3) 7000 To assist the implementation of a regional forum for the Health Means Business campaign to better understand the nexus between a strong economy and healthy residents. This grant recipient has to report to USCCF on how these funds were spent. Denver Metro Chamber of Commerce 1445 Market St Denver CO 80202 840186760 501(c)(6) 32000 The Denver Metro Chamber is a part of USCCFs youth employment network, funded by the Daniels Fund, and is exploring how to apply youth hiring strategies in businesses across the state of Colorado. This subgrant is being used to inform existing apprenticeship and internship models on what it takes for a meaningful work-based learning experience that will help educate students on being successful in the workplace. One month after completion a report is due to USCCF to demonstrate compliance. Fort Worth Chamber of Commerce 777 Taylor St Fort Worth TX 76102 750275060 501(c)(6) 7000 To assist the implementation of a regional forum for the Health Means Business campaign to better understand the nexus between a strong economy and healthy residents. This grant recipient has to report to USCCF on how these funds were spent. Greater Las Vegas Chamber of Commerce 575 Symphony Park Ave Las Vegas NV 89106 880035080 501(c)(6) 26170 The Greater Las Vegas Chamber of Commerce is a subgrant recipient as part of USCCFs work in K12 on high standards and aligned assessments. The Las Vegas Chamber hosted a statewide event on K12 education in the state and how community members can be more involved. One month after completion a report is due to USCCF to demonstrate compliance. Greater North Dakota Chamber of Commerce 2000 SCHAFER STREET BISMARK ND 58501 450141100 501(c)(6) 5666 The Greater North Dakota Chamber is a subgrant recipient as part of USCCFs work in K12 on high standards and aligned assessments. The Greater North Dakota Chamber created several resources on the status of K12 education in the state and how community members can be more involved. One month after completion a report is due to USCCF to demonstrate compliance. HuntsvilleMadison County Chamber of Commerce 225 Church St Huntsville AL 35801 630039395 501(c)(6) 53710 The Huntsville/Madison Chamber is a subgrant recipient as part of USCCFs work in K12 on high standards and aligned assessments. The Chamber worked with education and community leaders to create educational activities for students in elementary school to encourage parent engagement in their childrens education. One month after completion a report is due to USCCF to demonstrate compliance. Louisiana Association of Business and Industry 3113 Valley Creek Dr Baton Rouge LA 70808 720780313 501(c)(6) 50000 LABI is a subgrant recipient as part of USCCFs work in K12 on high standards and aligned assessments. LABI is working with education and business partners across the state to host community conversations on the states activities in education. One month after completion a report is due to USCCF to demonstrate compliance. Tennessee Chamber of Commerce and Industry 414 Union St Nashville TN 37219 621236022 501(c)(6) 20000 The Tennessee Chamber is a subgrant recipient as part of the Transforming Higher Education project, funded by USA Funds, to create a consumer information website for students and adult learners to get educated on program-level data at certificate, associates, and bachelors degree-granting institutions. The TN Chamber is the lead chamber partner for the state of Tennessee and helped USCCF identify community leaders who are student-minded, as well as helped host an event to launch the website. One month after completion a report is due to USCCF to demonstrate compliance. 28 12 Part I, Line 2: USCCF exercises due diligence in determining that funds are provided to reputable organizations and all expenditures are appropriately documented. X 1 1 0 1 0 0 0 0 0 1 0 Suzanne P Clark Director/EVP, USCCF 0 589685 0 400000 0 73969 0 8225 0 31780 0 1103659 0 0 John R McKernan Jr Pres/Director (Resigned in 2015) 0 400527 0 0 0 0 0 17225 0 3519 0 421271 0 0 Lily Fu Claffee Gnrl Cnsl & Secretary 0 597695 0 675000 0 90351 0 27825 0 20085 0 1410956 0 0 Thomas J Donohue Chief Executive Officer 0 1051724 0 5450000 0 89402 0 -29700 0 18261 0 6579687 0 0 Stan M Harrell Chief Financial Officer 0 497030 0 240000 0 139880 0 34200 0 23666 0 934776 0 0 Ross S Cohen Exec Dir, HOH; VP, USCCF 0 134146 0 100000 0 13629 0 18834 0 6194 0 272803 0 0 Marc E DeCourcey VP, USCCF & Exec Dir, CCC 210718 0 30000 0 3360 0 16346 0 23637 0 284061 0 0 0 Eric Eversole Pres, HOH; Exec Dir, USCCF Dev 0 298621 0 225000 0 9110 0 17225 0 9945 0 559901 0 0 Cheryl Oldham VP, Educ & Workf USCCF 0 219331 0 25000 0 0 0 26550 0 19438 0 290319 0 0 Carolyn Cawley Westermann SVP, USCCF 0 244373 0 0 0 0 0 7145 0 7573 0 259091 0 0 Richard B Cooper VP, Emerging Issues & Research 203964 0 10000 0 0 0 23722 0 28199 0 265885 0 0 0 Vanessa G Lyon Exec Dir, Programs 155367 0 10000 0 0 0 17870 0 15598 0 198835 0 0 0 Natalie S Masri Sr Dir, Special Projects 126391 0 0 0 0 0 4908 0 22277 0 153576 0 0 0 Kathryn Traver VP, Operations, USCCF 162736 0 0 0 0 0 23799 0 33396 0 219931 0 0 0 Part I, Line 1a Two of the executives listed on Part VII of the core form has taken first class travel. None of these expenses are treated as taxable benefits. Part I, Line 3 The US Chamber of Commerce Foundation relied on the board compensation committee of a related organization that used one or more of the methods described above to establish the top management official's compensation, who is not paid by the Foundation. Part I, Line 4b Supplemental Pension list: Stan Harrell 139,880 Lily Fu Claffee 90,351 Eric Eversole 9,110 The Supplemental Pension Plan provides cash payments to participants based on a formula that coordinates with the benefits that cannot be paid by the Retirement Plan due to the qualified plan pay cap under the law. These benefits are calculated and paid annually; there is no deferred component. Part I, Line 7 The US Chamber of Commerce Foundation's executive compensation is provided in the form of base salaries and performance based bonuses. The bonuses are contingent upon individual and organizational results and are not guaranteed in future years. Chamber of Commerce of the USA Chamber is the sole member of USCCF Intercompany accounting X 0 14044536 0 1 0 Chamber of Commerce of the USA Chamber is the sole member of USCCF Agency investment fund X 0 4509489 0 1 0 18554025 Form 990 Part V Item 2b Number of employees on W-3 US Chamber of Commerce Foundation is part of a consolidated payroll where all employees are employees of an affiliated organization, the Chamber of Commerce of the USA. The salaries expense is the portion chargeable to US Chamber of Commerce Foundation. Form 990, Part VI, Section A, line 2 Lily Fu Claffee has a business relationship with Suzanne Clark, Ross Cohen, Tom Donohue, Carolyn Cawley Westermann, Eric Eversole, Stan M Harrell, John McKernan, Cheryl Oldham, and Kathryn Traver. Form 990, Part VI, Section A, line 6 The US Chamber of Commerce Foundation (USCCF) has one class of membership. The sole member of USCCF is the Chamber of Commerce of the USA. Form 990, Part VI, Section A, line 7a The sole member of the US Chamber of Commerce Foundation is the Chamber of Commerce of the USA, which has the right to elect or appoint a majority of members of the governing body of US Chamber of Commerce Foundation. Form 990, Part VI, Section A, line 7b The following actions require the prior written approval of the Member: 1 Amending the Certificate of Incorporation; 2 Amending or repealing the bylaws or adopting new bylaws; 3 Adopting an agreement of merger or consolidation; 4 Adopting a plan of wind-up and dissolution; 5 The sale, lease, transfer or other disposition of all or any substantial part of the Corporation's assets or properties; and 6 The creation of a subsidiary or another related organization. Form 990, Part VI, Section B, line 11 The draft Form 990 was provided in advance to the Board of Directors and reviewed individually with each member prior to filing. The board receives the most recently completed tax return at the next regularly scheduled meeting. Form 990, Part VI, Section B, line 12c We annually notify staff of the Standards of Conduct and Ethics policy, which includes a requirement that any transaction or relationship that is reasonably expected to give rise to an actual or apparent conflict of interest be brought to the attention of a supervisor, a senior manager in the Talent Solutions department or the Office of the General Counsel. In addition, we issue an annual written questionnaire to all members of the board of directors asking for information on potential conflicts of interest, which is gathered by the Chief Financial Officer. All reports of potential conflicts will be evaluated by the General Counsel, who serves as the US Chamber of Commerce Foundation's (USCCF) Ethics Officer, in consultation with other senior management and staff, as appropriate. Any conflicts of interest involving board members or staff are resolved in accordance with the USCCF's conflicts policies. Form 990, Part VI, Section B, line 15b Part VI Question 15a The President is an employee of the U.S. Chamber of Commerce and is not compensated by the organization. Part VI Question 15b The process for determining total compensation for the key employee, whose compensation is charged to the US Chamber of Commerce Foundation, is as follows. An independent compensation consultant provides supporting data and analysis to the U.S. Chamber of Commerce's Vice President, Administration and the Vice President, Talent Solutions who establishes job classifications and compensation ranges for all employees. Based on this information, individual total compensation is determined by the individual's supervisor and the U.S. Chamber of Commerce's Vice President, Administration and the Vice President, Talent Solutions on an annual basis. Form 990, Part VI, Section C, line 19 The Form 990 is made available to any member of the public who requests a copy. Any requestor is forwarded to the Administrative Director of Finance of the Chamber of Commerce of the USA, who will forward a copy of the document to the requestor. The organization's governing documents, conflict of interest policy, and financial statements are not made available to the public. Form 990, Part IV Question 12 Auditing of financial statements The US Chamber of Commerce Foundation is a related organization within the consolidated financial statements of the U.S. Chamber of Commerce. Schedule R lists some additional related organizations included in the U.S. Chamber of Commerce consolidated financial statements. Form 990, Part IX, line 11g Policy and Research Consulting: Program service expenses 5852552. Management and general expenses 0. Fundraising expenses 0. Total expenses 5852552. Temp Salaries: Program service expenses 114266. Management and general expenses 0. Fundraising expenses 0. Total expenses 114266. Video production: Program service expenses 44736. Management and general expenses 0. Fundraising expenses 0. Total expenses 44736. Photographic services: Program service expenses 13037. Management and general expenses 0. Fundraising expenses 0. Total expenses 13037. List sales: Program service expenses 2262. Management and general expenses 0. Fundraising expenses 0. Total expenses 2262. Form 990, Part XI, line 9: Flow through loss from partnership investments 46955. Equity adjustment for returned contribution per IRS rules 2500. Chamber of Commerce of the USA 1615 H St NW Washington DC 20062 530045720 An advocate for the nation's businesses to national leaders DC 501(c)(6) N/A N/A 0 National Chamber Foundation 1615 H St NW Washington DC 20062 526073268 Promotes understanding of public affairs issues affecting business DC 501(c)(3) 7 Chamber of Commerce of the USA 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 Chamber of Commerce of the USA A 235673 Calculated interest Chamber of Commerce of the USA N 900000 Cost allocation discounted 67% Chamber of Commerce of the USA O 5748354 Actual salaries & benefit alloc Chamber of Commerce of the USA P 954052 Alloc amt at 67% disc & act cost National Chamber Foundation S 35770745 Transfer of assets, NCF dissolved