HENRY M PAULSON JR INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M PAULSON JR INSTITUTE (EIN 45-2430087)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-24
- IRS object ID
- 201641769349300409
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-24T09:56:49-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452430087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENRY M PAULSON JR INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 3124508205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY M PAULSON JR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3124508205 | PhoneNum |
| Signature | 2016-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULSON INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRY M PAULSON JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,904,020 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAULSONINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE GLOBAL ENVIRONMENTAL PROTECTION AND SUSTAINABLE ECONOMIC GROWTH IN THE UNITED STATES AND CHINA, WHILE FOSTERING BROADER UNDERSTANDING BETWEEN THE TWO COUNTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,849,695 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,280,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $600,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$23 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,110 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,702 | PYOtherRevenueAmt |
| CY Other Revenue | $21,410 | CYOtherRevenueAmt |
| PY Total Revenue | $9,872,374 | PYTotalRevenueAmt |
| CY Total Revenue | $11,904,020 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $894,651 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,115,890 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,234,435 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,940,529 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,538,254 | PYOtherExpensesAmt |
| CY Other Expenses | $4,168,523 | CYOtherExpensesAmt |
| PY Total Expenses | $6,667,340 | PYTotalExpensesAmt |
| CY Total Expenses | $9,224,942 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,205,034 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,679,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,001,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,389,188 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $481,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,190,821 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,519,289 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,198,367 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE WORK AT THE NEXUS OF ECONOMIC AND ENVIRONMENTAL ISSUES IN THE UNITED STATES AND CANADA. OUR PROGRAMS IN CHINA FOCUS ON IMPROVING CLIMATE AND AIR QUALITY, ADVANCING NATURE CONSERVATION AND PROMOTING SUSTAINABLE CITIES. IN THE UNITED STATES, WE PROMOTE BILATERAL CROSS-BORDER INVESTMENT THAT WILL IMPROVE US-CHINA RELATIONS AND HELP CREATE JOBS. OUR THINK TANK PUBLISHES PAPERS ON THE MOST IMPORTANT MACROECONOMIC ISSUES FACING CHINA TODAY, ENERGY STRATEGIES, AND ISSUES IN US-CHINA ECONOMIC RELATIONS. WE HAVE OFFICES IN CHICAGO (AT THE UNIVERSITY OF CHICAGO), WASHINGTON D.C. AND BEIJING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,016,328 | ExpenseAmt |
| Revenue | $600,000 | RevenueAmt |
| Desc | SUSTAINABLE URBANIZATION OUR SUSTAINABLE URBANIZATION WORK IS IS FOCUSED ON THE ENERGY, TRANSPORTATION, AND BUILDING SYSTEMS THAT UNDERPIN THE TRANSITION TO A MORE SUSTAINABLE ECONOMY. THROUGH OUR PROGRAMS, PUBLICATIONS, AND HIGH-LEVEL ADVOCACY, WE WORK TO SUPPORT A TRANSITION TO THIS MORE SUSTAINABLE ECONOMIC MODEL IN BOTH CHINA AND THE UNITED STATES. RESEARCH AND PUBLICATIONSWE PRODUCE THOUGHT LEADERSHIP ON POLICY, TECHNOLOGY AND MARKET-BASED SOLUTIONS THAT WILL ADVANCE CHINA'S INDUSTRIAL AND ENERGY-SECTOR TRANSFORMATION. OUR 2015 WORK INCLUDED SIX PAPERS: FIVE WITH A FOCUS ON POWER SECTOR REFORM AND ONE ABOUT CREATING A SUSTAINABLE ECONOMIC TRANSITION IN CHINA'S JING-JIN-JI CAPITAL REGION. MAYOR'S TRAINING PROGRAM ON SUSTAINABLE URBANIZATIONTHE MAYORS TRAINING PROGRAM, ORGANIZED IN CONJUNCTION WITH CCIEE IS NOW IN ITS FOURTH YEAR. IN 2015, OUR DELEGATION CAME FROM THE PROVINCE OF ZHEJIANG. THE THREE-WEEK-LONG PROGRAM INCLUDED TIME IN BEIJING, CHICAGO, PORTLAND, AND SAN FRANCISCO FOR 2015. THE DELEGATION VISITED MODEL PROJECTS; LISTENED TO EXPERTS ON ENERGY, TRANSPORTATION, WATER, AND OTHER SUSTAINABILITY ISSUES. CITIES OF THE FUTURE PRIZETHE PI CITIES OF THE FUTURE PRIZE, IN ITS THIRD YEAR IN 2015, IS AN OPPORTUNITY FOR THE INSTITUTE TO HIGHLIGHT SOME OF THE BEST WORK BEING DONE WITHIN CHINA TO ADDRESS PRESSING SUSTAINABILITY CHALLENGES. PROJECTS THAT RECEIVE THE GRAND PRIZE OR AN HONORABLE MENTION BECOME WELL-KNOWN WITHIN CHINA BECAUSE OF THE MEDIA ATTENTION THE PRIZE RECEIVES, AND THEY BECOME PRIMARY CASE STUDIES FOR OUR ONGOING RESEARCH AND ADVOCACY WORK. THE 2015 PRIZE WAS WON BY ANHENG GROUP'S SUSTAINABLE CITY WATER SUPPLY NETWORK LEAKAGE CONTROL SOLUTION, WHICH STOOD OUT FOR ITS USE OF CLOUD AND BIG DATA TECHNOLOGY TO SOLVE A COMMON PROBLEM WORLDWIDE: URBAN WATER SUPPLY LEAKAGE.ANNUAL CONFERENCE ON SUSTAINABILITYCO-ORGANIZED WITH CCIEE, THE 5TH CONFERENCE WAS HELD IN BEIJING IN OCTOBER 2015. THE CONFERENCE IS AN OPPORTUNITY TO CONVENE OUR STRONG COMMUNITY OF SENIOR OFFICIALS, RESEARCHERS AND BUSINESS PEOPLE. THE ONE-DAY PROGRAM, KICKED OFF BY ZENG PEIYAN AND HANK PAULSON, LEVERAGES THE RESEARCH AND PROJECTS OF THE PAST YEAR, TO ENGAGE EXPERTS IN DISCUSSIONS THAT COULD SHAPE TOMORROW'S POLICIES AND PRACTICES.RISKY BUSINESS PROJECTRISKY BUSINESS HIGHLIGHTS THE ECONOMIC RISKS TO THE US CAUSED BY UNMITIGATED CLIMATE CHANGE. HANK PAULSON IS A FOUNDING CO-CHAIR OF THE PROJECT AND PI (THROUGH VICE CHAIR KATE GORDON, THE FOUNDING EXECUTIVE DIRECTOR OF THE PROJECT) IS A MAJOR DRIVER OF ITS WORK.THE INSTITUTE'S CEO COUNCIL FOR SUSTAINABLE URBANIZATION IS COMPRISED OF 17 CEOS FROM LEADING U.S. AND CHINESE GLOBAL CORPORATIONS. COUNCIL MEMBERS ARE WORKING TOGETHER TO ADVANCE SUSTAINABLE URBANIZATION THROUGH COLLABORATIVE PILOT PROJECTS, POLICY ADVOCACY AND RESEARCH, IN THE AREAS OF ENERGY EFFICIENCY, GREEN BUILDINGS AND SUSTAINABLE SUPPLY CHAINS. THE AIM IS FOR THE COUNCIL TO BE A MODEL OF CROSS-BORDER COOPERATION BETWEEN CORPORATIONS FROM BOTH COUNTRIES WORKING TO SHARE AND GAIN INSIGHTS ON GREENING BUSINESS PRACTICES AND TO DEMONSTRATE SOLUTIONS TO SUSTAINABILITY CHALLENGES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,045,600 | ExpenseAmt |
| Grant | $1,515,890 | GrantAmt |
| Desc | CONSERVATION, ENERGY, AND ENVIRONMENTOUR WORK IS FOCUSED ON THE ENERGY, TRANSPORTATION, AND BUILDING SYSTEMS THAT UNDERPIN THE TRANSITION TO A MORE SUSTAINABLE ECONOMY. WE BELIEVE THAT TRULY SUSTAINABLE ECONOMIC GROWTH IS ONLY POSSIBLE IF IT SIMULTANEOUSLY ADVANCES ECONOMIC PROSPERITY, A HEALTHY ENVIRONMENT, AND LOW-CARBON DEVELOPMENT SOLUTIONS IN THE FACE OF CLIMATE CHANGE. THROUGH OUR PROJECTS, EVENTS, PUBLICATIONS, AND HIGH-LEVEL ADVOCACY, WE WORK TO SUPPORT A TRANSITION TO THIS MORE SUSTAINABLE ECONOMIC MODEL IN BOTH CHINA AND THE UNITED STATES. THE OVERARCHING GOAL OF PI'S CONSERVATION PROGRAMS IS TO PROTECT THE CRITICAL ECOSYSTEMS AND BIODIVERSITY WITH GLOBAL SIGNIFICANCE IN CHINA AND OTHER COUNTRIES THAT ARE CHINA'S MAJOR OVERSEAS INVESTMENT DESTINATIONS OR MAJOR COMMODITY TRADE PARTNERS. THE PROGRAMS FOCUSES ON THREE THEMATIC AREAS AND THEY ARE: 1) SUPPORT THE CHINESE GOVERNMENT TO STRENGTHEN CONSERVATION OF THE COASTAL WETLANDS; 2) SUPPORT THE CHINESE GOVERNMENT TO ESTABLISH A NATIONAL PARK SYSTEM; AND 3) SUPPORT THE CHINESE GOVERNMENT AND BUSINESS SECTORS TO MINIMIZE THE ENVIRONMENTAL IMPACTS OF CHINA'S OVERSEAS INVESTMENT AND IMPORT OF COMMODITIES. SPECIFIC ACHIEVEMENT FOR EACH OF THE THREE PROGRAMS ARE AS FOLLOWS:1. NATIONAL PARK PROGRAM: WE SIGNED A COLLABORATIVE AGREEMENT WITH NDRC OF THE CHINESE GOVERNMENT AND LAUNCHED FOUR PROJECTS IN 2015 TO DEVELOP POLICY RECOMMENDATIONS FOR DESIGNING NATIONAL LEVEL GOVERNANCE STRUCTURE AND TECHNICAL GUIDELINES FOR THE PILOT NATIONAL PARKS IN SELECTED PROVINCES. AN INTERNATIONAL CASE STUDY OF THE NATIONAL PARK SYSTEMS IN 6 COUNTRIES WAS CONDUCTED TO LEARN THE LESSONS AND EXPERIENCE FROM THESE COUNTRIES. AN INTERNATIONAL WORKSHOP WAS ORGANIZED IN BEIJING AND INTERNATIONAL EXPERTS FROM USNPS AND BRAZIL AND CHINESE EXPERTS MADE PRESENTATIONS TO THE CHINESE GOVERNMENT OFFICIALS FROM CENTRAL AND PROVINCIAL LEVELS TO HELP THEM IMPROVE THE LEADERSHIP ON DEVELOPMENT OF NATIONAL PARK SYSTEM.2. COASTAL WETLAND CONSERVATION PROGRAM: WE CONTINUED THE THREE PROJECT WHICH WERE LAUNCHED IN 2014, AND TWO OF THE THREE WERE COMPLETED IN 2015. THE COASTAL WETLAND CONSERVATION BLUEPRINT PROJECT IDENTIFIED THE CONSERVATION PRIORITIES, THREATS TO THE CONSERVATION TARGETS AND DEVELOPED MAJOR POLICY RECOMMENDATIONS FOR CENTRAL AND LOCAL GOVERNMENTS TO STRENGTHEN THE CONSERVATION OF THESE PRIORITY WETLANDS. THE POYNAG LAKE PROJECT DEVELOPED ADOPTIVE WATER LEVEL AND FISHERY MANAGEMENT STRATEGIES TO IMPROVE THE HABITATS OF THE MIGRATORY BIRDS. THE COASTAL WETLANDS CONSERVATION NETWORK AND TRAINING PROJECT WAS LAUNCHED IN 2015 AND 3 TRAINING PROGRAMS WERE CONDUCTED IN HK MAIPU FOR THE OFFICIALS AND WETLAND MANAGERS.3. ENVIRONMENTAL IMPACT OF CHINA'S GOING GLOBAL: WE LAUNCHED THE SUSTAINABLE SOY TRADE PROJECT BETWEEN CHINA AND SOUTH AMERICA AND HAVE BEEN ENGAGING KEY PLAYERS FROM CHINA AND BRAZIL TO DEVELOP STRATEGIES ON DECREASING DEFORESTATION AND CONVERSION OF NATURAL GRASSLANDS FOR SOY PLANTATION IN BRAZIL. WE BUILT A CONSORTIUM OF FOUR INTERNATIONAL CONSERVATION ORGANIZATIONS AND CHINESE AND MULTINATIONAL COMPANIES TO SUPPORT THESE COMPANIES TO DEVELOP RESPONSIBLE SOURCING OF SOY FROM BRAZIL. WE ALSO CONDUCTED TWO WORKSHOPS IN CHINA TO INCREASE THE AWARENESS AND CAPACITY OF CHINESE COMPANIES ON BUILDING A GREEN SUPPLY CHAIN AND ALSO ORGANIZED ONE STUDY TOUR OF CHINESE DELEGATION TO VISIT BRAZIL TO ENHANCE THEIR UNDERSTANDING OF THE IMPACTS OF RAPID AND LARGE SCALE EXPANSION OF SOY PLANTATION ON THE NATURAL FORESTS AND GRASSLAND IN BRAZIL AND TO FACILITATE THE DIRECT COMMUNICATION BETWEEN CHINESE SOY IMPORTERS AND BRAZILIAN SOY PLANTATION FARMERS AND EXPORTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,458,601 | ExpenseAmt |
| Grant | $350,000 | GrantAmt |
| Desc | CLIMATE CHANGE AND AIR QUALITYTHIS PROGRAM ADVANCES SOLUTIONS TO CLIMATE CHANGE AND AIR POLLUTION IN CHINA AND THE UNITED STATES, ULTIMATELY CONTRIBUTING TO SUSTAINABLE AND MUTUALLY BENEFICIAL ECONOMIC GROWTH. THIS IS DONE THROUGH RESEARCH, PROJECTS, ADVOCACY, AND WORKING TOGETHER WITH A NETWORK OF NONPROFIT, COMMERCIAL, AND GOVERNMENT ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $915,275 | ExpenseAmt |
| Grant | $250,000 | GrantAmt |
| Revenue | $21,410 | RevenueAmt |
| Desc | THE UNIVERSITY OF CHICAGOTHE INSTITUTE SPONSORS A SERIES OF LECTURES AND PRESENTATIONS AT THE UNIVERSITY OF CHICAGO'S HYDE PARK CAMPUS FEATURING DISTINGUISHED SPEAKERS. THE INSTITUTE SPONSORS RESEARCH AND FELLOWSHIP OPPORTUNITIES FOR UNIVERSITY OF CHICAGO STUDENTS AND SCHOLARS. IN ADDITION, THE UNIVERSITY OF CHICAGO IS AN ESSENTIAL PARTNER ON INSTITUTE ACTIVITIES AND PROGRAMS.THINK TANKTHE INSTITUTE'S "VIRTUAL" THINK TANK PUBLISHES SCHOLARLY PAPERS AND CASE STUDIES FROM LEADING SCHOLARS ON IMPORTANT ECONOMIC ISSUES FACING CHINA (OR CHINA'S RELATIONSHIP WITH THE WORLD ECONOMY) TODAY. THE INSTITUTE'S PAPERS OFFER PRACTICAL POLICY AND BUSINESS IDEAS AND PRESCRIPTIONS. THE INSTITUTE'S PUBLICATIONS HAVE FOCUSED ON A RANGE OF TOPICS, FROM PENSION AND TAX REFORM, TO THE INTRODUCTION OF ENVIRONMENTAL STANDARDS INTO BANK LENDING, TO NEW BUSINESS MODELS AGAINST THE BACKDROP OF A CHANGING GLOBAL AGRICULTURE INDUSTRY.CROSS-BORDER INVESTMENTTHE INSTITUTE IS COMMITTED TO HELPING EXPAND CROSS-BORDER INVESTMENT BETWEEN THE UNITED STATES AND CHINA. THERE ARE COMPELLING INCENTIVES FOR BOTH COUNTRIES TO INCREASE DIRECT INVESTMENT. FOR CHINA, INVESTING IN THE UNITED STATES OFFERS THE OPPORTUNITY TO DIVERSIFY RISK FROM DOMESTIC MARKETS AND MOVE UP THE VALUE-CHAIN INTO HIGHER-MARGIN INDUSTRIES. FOR THE UNITED STATES, LEVERAGING CHINESE CAPITAL CAN HELP TO CREATE AND SUSTAIN AMERICAN JOBS.THE INSTITUTE'S PROGRAMS AIM TO DEVELOP SUCCESSFUL INVESTMENT MODELS, OVERCOME SPECIFIC BARRIERS TO INVESTMENT IN BOTH COUNTRIES, AND CONVENE POTENTIAL INVESTORS IN CREATIVE WAYS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $915,275 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $250,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $21,410 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,435,804 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER KELLOGG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7737021739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5711 S WOODLAWN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60637 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HENRY M PAULSON JR | ||||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDY J PAULSON | ||||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN F W ROGERS | ||||||||
| VICE PRESIDENT, TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA ZELTWANGER | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $275,347 | $0 | $27,388 | |||
| EVAN FEIGENBAUM | ||||||||
| VICE CHAIRMAN | 40.00 | Yes (X) | $292,964 | $0 | $17,683 | 10.00 | ||
| DORINDA ELLIOT | ||||||||
| EDITORIAL AND COMMUNICATIONS DIRECTOR | 40.00 | $199,971 | $0 | $1,836 | Yes (X) | |||
| HONGWEI NIU | ||||||||
| CHIEF CONSERVATION OFFICER | 40.00 | $175,527 | $0 | $17,026 | Yes (X) | |||
| KATHERINE GORDON | ||||||||
| VICE CHAIR OF CLIMATE AND SUSTAINABLE URBANIZATION | 40.00 | $143,611 | $0 | $15,817 | Yes (X) | |||
| DAMIEN MA | ||||||||
| FELLOW AND ASSOCIATE DIRECTOR, THINK TANK | 40.00 | $138,603 | $0 | $15,854 | Yes (X) | |||
| LEIGH WEDELL | ||||||||
| DIRECTOR OF CHINA PROGRAMS | 40.00 | $133,864 | $0 | $2,269 | Yes (X) | |||
| ANDERS HOVE | ||||||||
| ASSOCIATE DIRECTOR - RESEARCH | 40.00 | $105,381 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,465,268 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,873 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||
| 70 WEST MADISON STREET SUITE 1901 | CHICAGO | IL | 60602 | PROGRAM CONSULTING | $350,000 |
| ELLEN CARBERRY | |||||
| 968 ELM STREET | WOONSOCKET | RI | 02895 | PROGRAM MANAGEMENT | $300,000 |
| BLU SKYE VENTURES INC | |||||
| 706 HEALDSBURG AVE | HEALDSBURG | CA | 95448 | PROGRAM MANAGEMENT | $275,000 |
| ENERGY INNOVATION | |||||
| 98 BATTERY ST | SAN FRANCISCO | CA | 94111 | PROGRAM MANAGEMENT | $250,000 |
| DEBORAH LEHR | |||||
| 3108 WOODLAND DR | WASHINGTON | DC | 20008 | PROGRAM AND MANAGEMENT CONSULTING | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,350,000 | RelatedOrganizationsAmt |
| All Other Contributions | $8,930,500 | AllOtherContributionsAmt |
| Noncash Contributions | $1,000,000 | NoncashContributionsAmt |
| Total Contributions | $11,280,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CEO COUNCIL DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $600,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $600,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $600,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,297 | TotalRevenueColumnAmt |
| Exclusion | $2,297 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $999,813 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,000,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$187 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$187 | TotalRevenueColumnAmt |
| Exclusion | -$187 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HONORARIA AND REIMBURSEMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,410 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,410 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,904,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $621,410 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,110 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,754 | TotalAmt |
| Program Services | $1,437,754 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,095 | TotalAmt |
| Program Services | $31,095 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,041 | TotalAmt |
| Program Services | $647,041 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,268 | TotalAmt |
| Program Services | $807,441 | ProgramServicesAmt |
| Management And General | $657,827 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,504 | TotalAmt |
| Program Services | $575,027 | ProgramServicesAmt |
| Management And General | $468,477 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,663 | TotalAmt |
| Program Services | $27,923 | ProgramServicesAmt |
| Management And General | $18,740 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,634 | TotalAmt |
| Program Services | $178,222 | ProgramServicesAmt |
| Management And General | $107,412 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,460 | TotalAmt |
| Program Services | $55,721 | ProgramServicesAmt |
| Management And General | $43,739 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,976,123 | TotalAmt |
| Program Services | $1,706,458 | ProgramServicesAmt |
| Management And General | $269,665 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,278 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $65,278 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,019 | TotalAmt |
| Management And General | $151,019 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,962 | TotalAmt |
| Program Services | $212,391 | ProgramServicesAmt |
| Management And General | $23,571 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,066 | TotalAmt |
| Program Services | $14,717 | ProgramServicesAmt |
| Management And General | $6,349 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,289 | TotalAmt |
| Program Services | $39,679 | ProgramServicesAmt |
| Management And General | $104,610 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,259 | TotalAmt |
| Program Services | $6,644 | ProgramServicesAmt |
| Management And General | $139,615 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,607 | TotalAmt |
| Management And General | $225,607 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,569 | TotalAmt |
| Program Services | $596,050 | ProgramServicesAmt |
| Management And General | $334,519 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,614 | TotalAmt |
| Program Services | $36,614 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,837 | TotalAmt |
| Management And General | $45,837 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,222 | TotalAmt |
| Management And General | $25,222 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $126,147 | $50,959 | $75,188 |
| SUBSCRIPTION BOOKS AND | $26,531 | $68 | $26,463 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,224,942 | TotalAmt |
| Program Services | $6,435,804 | ProgramServicesAmt |
| Management And General | $2,789,138 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,941 | BOYAmt |
| EOY | $2,529,282 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,129,554 | BOYAmt |
| EOY | $1,509,477 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,892 | BOYAmt |
| EOY | $5,950,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,152 | BOYAmt |
| EOY | $279,528 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $220,805 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,904 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,843 | BOYAmt |
| EOY | $88,901 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,675 | BOYAmt |
| EOY | $32,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,001,057 | BOYAmt |
| EOY | $10,389,188 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,251 | BOYAmt |
| EOY | $260,779 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,000 | BOYAmt |
| EOY | $930,042 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,517 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,768 | BOYAmt |
| EOY | $1,190,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,240,985 | BOYAmt |
| EOY | $3,248,367 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,278,304 | BOYAmt |
| EOY | $5,950,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,519,289 | BOYAmt |
| EOY | $9,198,367 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,001,057 | BOYAmt |
| EOY | $10,389,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,679,078 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $991,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,051,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,251,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,849,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,280,500 | CurrentTaxYearAmt |
| Total | $32,425,037 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $991,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,051,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,251,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,849,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,280,500 | CurrentTaxYearAmt |
| Total | $32,425,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,416,367 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,008,670 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,520 | CurrentTaxYearAmt |
| Total | $76,533 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,501,570 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $600,000 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SHORT YEAR: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE WAS ORGANIZED ON 4/21/11 AND HAS ADOPTED A CALENDAR YEAR. THEREFORE, THE INSITITUTE'S INITIAL RETURN WAS FOR A SHORT YEAR 4/21/2011 - 12/31/2011. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,776 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,743 | DepreciationAmt |
| Book Value | $25,033 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,823 | DepreciationAmt |
| Book Value | $41,148 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,338 | DepreciationAmt |
| Book Value | $22,720 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,901 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,904,020 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,904,020 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,904,020 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,224,942 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,224,942 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,224,942 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2015. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 4 | PROGRAM ON SUSTAINABLE URBANIZATION | MAYORS' TRAINING CONFERENCE, CEO COUNCIL, PAULSON PRIZE, ANNUAL/EXPERTS CONFERENCE, ENERGY/GREE FINANCE, PCAT. | $361,669 |
| EAST ASIA AND THE PACIFIC | 0 | 4 | CONSERVATION | WETLAND BLUEPRINT, WETLAND NETWORK TRAINING, SOY | $1,526,877 |
| EAST ASIA AND THE PACIFIC | 0 | 10 | CLIMATE CHANGE AND AIR QUALITY | RESEARCH, PUBLICATIONS, ROUND TABLES | $926,773 |
| EAST ASIA AND THE PACIFIC | 1 | 12 | OTHER PROGRAMS AND GENERAL ADMINISTATIVE | REPRESENTATIVE OF OFFICE IN BEIJING, EAST ASIA PROGRAM SUPPORT | $951,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 30 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Subtotal Spent | $3,766,628 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,766,628 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | LAO NIU GRANT - WETLAND MNGT TRAINING PROJECT | $149,256 | WIRE | FMV |
| EAST ASIA AND THE PACIFIC | MOORE SOY GRANT - RESPONSIBLE SOY PROJECT | $497,785 | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTEES ARE REQUIRED TO SUBMIT PROJECT PROGRESS AND FINANCIAL REPORTS TO THE INSTITUTE ACCORDING TO THE PERIODIC REPORTING SCHEDULE OUTLINED IN THE GRANT AGREEMENT. REPORTS MUST BE APPROVED BEFORE THE NEXT INSTALLMENT PAYMENT CAN BE MADE. |
| PART I, LINE 3: | GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|
| UNIVERSITY OF CHICAGO | ||
| $250,000 | FMV | TO FACILIATE RESEARCH, STUDENT SUPPORT, AND RELATED PROGRAMS. |
| ROCKEFELLER | ||
| $350,000 | FMV | RISKY BUSINESS PROJECT |
| THE NATURE CONSERVANCY | ||
| $490,174 | FMV | RESPONSIBLE SOY PROJECT |
| WORLD WILDLIFE FUND | ||
| $293,399 | FMV | RESPONSIBLE SOY PROJECT |
| TRUSTEES OF BOSTON UNIVERSITY | ||
| $54,181 | FMV | RESPONSIBLE SOY PROJECT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANT FOR THE BLUEPRINT PROJECT | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $31,095 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT IS SUBJECT TO A WRITTEN AGREEMENT WHICH STIPULATES THE TERMS AND PURPOSE OF THE GRANT. THE INSTITUTE WORKS CLOSELY WITH GRANTOR IN PROGRAM PARTNERSHIP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA ZELTWANGER | ||||||||||||||
| EXECUTIVE DIRECTOR | $275,347 | $0 | $0 | $0 | $0 | $0 | $10,600 | $0 | $16,788 | $0 | $302,735 | $0 | $0 | $0 |
| EVAN FEIGENBAUM | ||||||||||||||
| VICE CHAIRMAN | $292,964 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,683 | $0 | $310,647 | $0 | $0 | $0 |
| DORINDA ELLIOT | ||||||||||||||
| EDITORIAL AND COMMUNICATIONS DIRECTO | $199,971 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,836 | $0 | $201,807 | $0 | $0 | $0 |
| HONGWEI NIU | ||||||||||||||
| CHIEF CONSERVATION OFFICER | $175,527 | $0 | $0 | $0 | $0 | $0 | $7,800 | $0 | $9,226 | $0 | $192,553 | $0 | $0 | $0 |
| KATHERINE GORDON | ||||||||||||||
| VICE CHAIR OF CLIMATE AND SUSTAINABL | $118,444 | $0 | $0 | $0 | $25,167 | $0 | $6,000 | $0 | $9,817 | $0 | $159,428 | $0 | $0 | $0 |
| DAMIEN MA | ||||||||||||||
| FELLOW AND ASSOCIATE DIRECTOR, THINK | $138,603 | $0 | $0 | $0 | $0 | $0 | $6,000 | $0 | $9,854 | $0 | $154,457 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DUE TO REMOTE LOCATION OF CERTAIN FOREIGN ACTIVITIES, FROM TIME TO TIME, CHARTER TRAVEL MAY BE NECESSARY. THE INSTITUTE'S POLICY ON AIR TRAVEL REQUIRES THAT FOR DOMESTIC TRAVEL, ANY CLASS OF TRAVEL ABOVE ECONOMY OR ECONOMY PLUS MUST BE APPROVED IN ADVANCE, AND ONLY IN SITUATIONS IN WHICH ECONOMY TRAVEL IS NOT PRACTICAL. BUSINESS OR FIRST CLASS MAY BE UTILIZED FOR INTERNATIONAL TRAVEL, WITH CERTAIN LIMITATIONS, AND MUST BE APPROVED IN ADVANCE, AND ONLY IN SITUATIONS IN WHICH ECONOMY TRAVEL IS NOT PRACTICAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH LEHR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MS. LEHR IS SPOUSE OF JOHN ROGERS | RelationshipDescriptionTxt |
| Transaction | $240,000 | TransactionAmt |
| Transaction | DURING 2015 | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: DEBORAH LEHR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:MS. LEHR IS SPOUSE OF DIRECTOR JOHN F W ROGERS AND FORMERLY A KEY EMPLOYEE.(C) AMOUNT OF TRANSACTION: $240,000.(D) DESCRIPTION OF TRANSACTION: DURING 2015, MS. LEHR PROVIDED PROGRAM CONSULTING SERVICES TO THE INSTITUTE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV-PUBLICALLY TRADED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 4: | THE INSTITUTE DID NOT ENGAGE IN LOBBYING ACTIVITES DURING THE YEAR. HOWEVER, THE INSITITUTE DID FILE A PROTECTIVE 501(H) ELECTION WHICH WAS IN EFFECT DURING THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR AND CHAIRMAN, HENRY M. PAULSON, JR., IS MARRIED TO VICE PRESIDENT AND SECRETARY, WENDY J. PAULSON. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE CPA FIRM PRIOR TO FILING. IF REQUESTED BY THE BOARD, A MEETING OR CONFERENCE CALL IS LATER SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, COVERED PERSONS ARE REQUIRED TO SIGN A DISCLOSURE STATEMENT INDICATING THEIR ACKNOWLEDGEMENT OF THE CONFLICTS POLICY AND TO DISCLOSE RELATIONSHIPS THAT MIGHT GIVE RISE TO CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXECUTIVE SEARCH FIRM IS ENGAGED TO PLACE KEY PERSONNEL AND PROVIDE RECOMMENDATIONS FOR APPROPRIATE INITIAL SALARIES. ON AN ANNUAL BASIS, THE INSTITUTE CONDUCTS A COMPENSATION REVIEW PROCESS, DURING WHICH STAFF MEMBERS ARE EVALUATED FOR SALARY ADJUSTMENTS BASED ON THEIR OVERALL CONTRIBUTION TO THE OPERATIONS OF THE INSTITUTE AND POTENTIAL FOR ADVANCEMENT. ADJUSTMENTS ARE BASED IN PART BY REFERENCE TO INDEPENDENT COMPENSATION STUDIES APPLICABLE TO NOT-FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND GEOGRAPHIC LOCATION. INCREASES IN SALARY ARE REVIEWED BY THE INSTITUTE'S EXECUTIVE DIRECTOR PRIOR TO BEING PRESENTED TO THE CHAIRMAN FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE INSTITUTE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOBOLINK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N STETSON AVE SUITE 2550 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942988627 | EIN |
| Primary Activities | GRANTS TO OTHER CHARITABLE ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOBOLINK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $2,350,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |