ASIA FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ASIA FOUNDATION (EIN 94-1191246)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-09
- IRS object ID
- 201142219349301039
- Schema version
- 2009v1.7
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-09T13:28:30-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET SUITE 2300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941191246 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASIA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASIA | NameControl |
| Phone | 4159824640 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 CALIFORNIA STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ken Krug | Name |
| Title | CFO | Title |
| Date Signed | 2011-08-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETHANN LONDYNSKY | Name |
| Phone | 4159863900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID ARNOLD PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 California Street 9th Fl | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 157217801 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ASIAFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE Attachment 3 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 240 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 2983 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1485 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 142469416 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 153318660 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -528542 | InvestmentIncomePriorYear |
| Investment Income Current Year | 675637 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -11245 | OtherRevenuePriorYear |
| Other Revenue Current Year | 29508 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 141929629 | TotalRevenuePriorYear |
| Total Revenue Current Year | 154023805 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 23556876 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 24911454 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38340745 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 41033929 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 355353 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 77874021 | OtherExpensePriorYear |
| Other Expenses Current Year | 85979565 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 139771642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 151924948 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2157987 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2098857 | RevenuesLessExpensesCY |
| Total Assets BOY | 56803246 | TotalAssetsBOY |
| Total Assets EOY | 68567032 | TotalAssetsEOY |
| Total Liabilities BOY | 15462476 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24676477 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41340770 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43890555 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Asia Foundation is a non-profit, non-governmental organization committed to the development of a peaceful, prosperous, just, and open Asia-Pacific region. The Foundation supports Asian initiatives to improve governance, law, and civil society; women's empowerment; economic reform and development; sustainable development and the environment; and international relations. Drawing on nearly 60 years of experience in Asia, the Foundation collaborates with private and public partners to support leadership and institutional development, exchanges, and policy research. With 19 offices throughout Asia, an office in Washington, DC, and its headquarters in San Francisco, the Foundation addresses these issues on both a country and regional level. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 43940164 | Expense |
| Description | Books for Asia - The Books for Asia (BFA) program has distributed nearly 46 million books over the last 55 years, and it is one of The Asia Foundation's most widely known programs. In FY10, Books for Asia distributed nearly one million books valued at over $42 million to schools, universities, public libraries, research institutions, advocacy groups, and government agencies in 19 Asian countries. Working with Asia Foundation field offices and local partners, BFA identifies local needs and priorities, and then distributes donated books where they can have the greatest impact. Every year, BFA receives nearly one million donated books and matches them up to the needs of nearly 7,000 institutions. More than 97% are new books donated by U.S. publishers. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 54191196 | Expense |
| Grants | 13932970 | Grants |
| Description | Governance, Law & Civil Society - The goal of The Asia Foundation's Governance, Law, and Civil Society (GLC) programs is to support Asian initiatives that help to build more effective and responsive governance in areas that can accelerate sustainable economic and social development, expand liberty and justice, and reduce the incidence of violent sub-national conflict. In helping our Asian partners to strengthen governance reform, our overall goal is to achieve significant impact in helping to address some of the most critical governance challenges in the countries and sub-regions of Asia where the Foundation is among the very few organizations, or the only organization, that could achieve that impact. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6878968 | Expense |
| Grants | 2543598 | Grants |
| Description | Women's Empowerment Program - In 1994, the Foundation launched a dedicated Women's Program to develop and expand country and regional initiatives that increase the rights and roles of women in all spheres. The goal of the Women's Empowerment Program (WEP) is to empower women individually and collectively to be full, equal, and active participants in their country's social, political, and economic development. The WEP program addresses a range of gender-related issues in virtually all the countries where the Foundation operates. The Program has three strategic and mutually reinforcing programming objectives: to ensure women's rights and security; to increase women's political participation; and to advance women's economic opportunities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 35523564 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 8434886 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 140533892 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 148 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 240 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | AF | NameOfForeignCountry |
| Name Of Foreign Country | BG | NameOfForeignCountry |
| Name Of Foreign Country | CB | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | ID | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | KS | NameOfForeignCountry |
| Name Of Foreign Country | LA | NameOfForeignCountry |
| Name Of Foreign Country | MY | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KENNETH KRUG CFO | NamePerson |
| Telephone Number | 4159824640 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 CALIFORNIA ST 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TERRENCE ADAMSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID ANDREWS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MICHAEL ARMACOST | |||||||
| TRUSTEE AND CHAIRMAN | 1.0 | X | 0 | 0 | 0 | X | |
| WILLIAM BALL III | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MARY BULLOCK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ALEXANDER CALHOUN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| WILLIAM CHANG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GINA LIN CHU | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SCOTT COOK | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| THEODORE ELIOT | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JARED FROST | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| HARRY HARDING | |||||||
| TRUSTEE AND VICE CHAIR | 1.0 | X | 0 | 0 | 0 | X | |
| LEE HONG KOO | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KARL INDERFURTH | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JAMES KELLY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ELLEN LAIPSON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DAVID LAMPTON | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| CHIEN LEE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KENNETH JUSTER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DOUGLAS PAAL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SUSAN PHARR | |||||||
| TRUSTEE AND SECRETARY | 1.0 | X | 0 | 0 | 0 | X | |
| SURIN PITSUWAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MISSIE RENNIE | |||||||
| TRUSTEE AND VICE CHAIR | 1.0 | X | 0 | 0 | 0 | X | |
| THOMAS ROHLEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| J STAPLETON ROY | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| TERESITA SCHAFFER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PAUL SLAWSON | |||||||
| TRUSTEE AND TREASURER | 1.0 | X | 0 | 0 | 0 | X | |
| ROBERT THELEEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JUDITH WILBUR | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LINDA YANG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ALICE YOUNG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DOUGLAS BEREUTER | |||||||
| CEO AND PRESIDENT OF THE BOARD | 38.0 | 326484 | 0 | 25627 | X | ||
| BARNETT BARON | |||||||
| EXECUTIVE VICE PRESIDENT | 38.0 | 181632 | 0 | 46409 | X | ||
| ALLEN CLIFTON CHOATE | |||||||
| VP PARTNERS IN ASIAN DEV | 38.0 | 321619 | 0 | 33672 | X | ||
| JOHN CROIZAT | |||||||
| CFO | 38.0 | 167300 | 0 | 30834 | X | ||
| RICHARD FULLER | |||||||
| VP FIELD OPERATIONS | 38.0 | 151960 | 0 | 35000 | X | ||
| GORDON HEIN | |||||||
| VP PROGRAMS | 38.0 | 166091 | 0 | 37234 | X | ||
| NANCY YUAN | |||||||
| VP WASHINGTON DC | 38.0 | 153840 | 0 | 31060 | X | ||
| PHILIP YUN | |||||||
| VP RESOURCE DEVELOPMENT | 38.0 | 165557 | 0 | 23865 | X | ||
| GRETCHEN YEN | |||||||
| ASST SECRETARY OF THE BOArd | 38.0 | 79184 | 0 | 7546 | X | ||
| ROBIN BUSH | |||||||
| COUNTRY REPRESENTATIVE | 38.0 | 199764 | 0 | 14056 | X | ||
| ROBERT LAMONT | |||||||
| PROGRAM DIRECTOR | 38.0 | 247130 | 0 | 16740 | X | ||
| NICHOLAS LANGTON | |||||||
| COUNTRY REPRESENTATIVE | 38.0 | 189424 | 0 | 26588 | X | ||
| JONATHAN STROMSETH | |||||||
| COUNTRY REPRESENTATIVE | 38.0 | 234707 | 0 | 17838 | X | ||
| JON SUMMERS | |||||||
| COUNTRY REPRESENTATIVE | 38.0 | 177544 | 0 | 23536 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2762236 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 370005 | TotalOtherCompensation |
| Number Individuals GT100 K | 48 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MERCHANTS EXCHANGE BUILDING | |||||
| 465 CALIFORNIA STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | LANDLORD | 823977 |
| ANTHEM BLUE CROSS | |||||
| PO Box 60000 File 2953 | SAN FRANCISCO | CA | 94160 | INSURANCE SERVICES | 1025833 |
| SERVCOR | |||||
| 11500 Northwest Freeway Suite 200 P | HOUSTON | TX | 77092 | SECURITY SERVICES | 647451 |
| DELAWARE AMERICAN LIFE | |||||
| PO Box 1449 | WILMINGTON | DE | 19899 | INSURANCE SERVICES | 450564 |
| ACORDIA WELLS FARGO | |||||
| 45 Fremont Street Suite 800 | SAN FRANCISCO | CA | 94105 | INSURANCE SERVICES | 411241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 23 | NumberOfContractorsGT100K |
| Government Grants | 102652825 | GovernmentGrants |
| All Other Contributions | 50665835 | AllOtherContributions |
| Noncash Contributions | 44337564 | NoncashContributions |
| Total Contributions | 153318660 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 251880 | TotalRevenueColumn |
| Unrelated Business Revenue | 2983 | UnrelatedBusinessRevenue |
| Exclusion | $248,897 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3564900 | Securities |
| Other | 52853 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3165551 | Securities |
| Other | 28445 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 399349 | Securities |
| Other | 24408 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 423757 | TotalRevenueColumn |
| Exclusion | $423,757 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 29508 | TotalRevenueColumn |
| Exclusion | $29,508 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 29508 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 154023805 | TotalRevenueColumn |
| Unrelated Business Revenue | 2983 | UnrelatedBusinessRevenue |
| Exclusion | $702,162 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745477 | Total |
| Program Services | 745477 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24165977 | Total |
| Program Services | 24165977 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1752224 | Total |
| Program Services | 421613 | ProgramServices |
| Management And General | 1271964 | ManagementAndGeneral |
| Fundraising | 58647 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26600126 | Total |
| Program Services | 23358706 | ProgramServices |
| Management And General | 3190548 | ManagementAndGeneral |
| Fundraising | 50872 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656808 | Total |
| Program Services | 1361957 | ProgramServices |
| Management And General | 288142 | ManagementAndGeneral |
| Fundraising | 6709 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6778964 | Total |
| Program Services | 5098773 | ProgramServices |
| Management And General | 1647256 | ManagementAndGeneral |
| Fundraising | 32935 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4245807 | Total |
| Program Services | 3490193 | ProgramServices |
| Management And General | 738398 | ManagementAndGeneral |
| Fundraising | 17216 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53440 | Total |
| Program Services | 1200 | ProgramServices |
| Management And General | 52240 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318766 | Total |
| Program Services | 138897 | ProgramServices |
| Management And General | 179869 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65416 | Total |
| Management And General | 65416 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050575 | Total |
| Program Services | 237581 | ProgramServices |
| Management And General | 679398 | ManagementAndGeneral |
| Fundraising | 133596 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133500 | Total |
| Management And General | 133500 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9867659 | Total |
| Program Services | 9449324 | ProgramServices |
| Management And General | 396907 | ManagementAndGeneral |
| Fundraising | 21428 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359325 | Total |
| Management And General | 359325 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6680206 | Total |
| Program Services | 6100751 | ProgramServices |
| Management And General | 569344 | ManagementAndGeneral |
| Fundraising | 10111 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7508040 | Total |
| Program Services | 6750536 | ProgramServices |
| Management And General | 752615 | ManagementAndGeneral |
| Fundraising | 4889 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4565726 | Total |
| Program Services | 4009161 | ProgramServices |
| Management And General | 537635 | ManagementAndGeneral |
| Fundraising | 18930 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572601 | Total |
| Program Services | 572601 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272445 | Total |
| Program Services | 197988 | ProgramServices |
| Management And General | 74437 | ManagementAndGeneral |
| Fundraising | 20 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DISTRIBUTION OF BOOKS | 42560645 | 42560645 | |
| SUBCONTRACTS AND ODC | 11265815 | 11265815 | |
| PERSONNEL- MOVING EXPENSES | 604044 | 604044 | |
| PUBLIC RELATIONS | 96711 | 96711 | |
| UBI TAX | 223 | 223 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4428 | Total |
| Program Services | 2653 | ProgramServices |
| Management And General | 1775 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151924948 | Total |
| Program Services | 140533892 | ProgramServices |
| Management And General | 11035703 | ManagementAndGeneral |
| Fundraising | 355353 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6072115 | BOY |
| EOY | 14657558 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12961072 | BOY |
| EOY | 13286024 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 583948 | BOY |
| EOY | 530775 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38000 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23806216 | BOY |
| EOY | 25539875 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2355454 | BOY |
| EOY | 2762844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4575726 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2975565 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1634874 | BOY |
| EOY | 1600161 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9310132 | BOY |
| EOY | 10189795 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41435 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56803246 | BOY |
| EOY | 68567032 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4755909 | BOY |
| EOY | 6058515 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9363935 | BOY |
| EOY | 17487516 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1342632 | BOY |
| EOY | 1130446 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15462476 | BOY |
| EOY | 24676477 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15200951 | BOY |
| EOY | 15809888 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24701227 | BOY |
| EOY | 26642075 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1438592 | BOY |
| EOY | 1438592 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41340770 | BOY |
| EOY | 43890555 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56803246 | BOY |
| EOY | 68567032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95725926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 110155773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142784639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142469416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 153318660 | CurrentTaxYear |
| Total | 644454414 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95725926 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 110155773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142784639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142469416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 153318660 | CurrentTaxYear |
| Total | 644454414 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 107025484 | AmountsSubstContributorsTotal |
| Public Support Total170 | 537428930 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 398574 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 492278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 504088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 269603 | CurrentTaxYearMinus1Year |
| Current Tax Year | 248897 | CurrentTaxYear |
| Total | 1913440 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 7178 | CurrentTaxYearMinus2Years |
| Current Tax Year | 2983 | CurrentTaxYear |
| Total | 10161 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26722 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -11245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29508 | CurrentTaxYear |
| Total | 44985 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 646423000 | TotalSupport |
| Gross Receipts From Admissions Etc | 8936 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83139 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80756 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1755000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 203000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 97000 | GrantsOrScholarships |
| End Of Year Balance | 1861000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1790000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 62000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 97000 | GrantsOrScholarships |
| End Of Year Balance | 1755000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.22680 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77320 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1147860 | OtherCostOrOtherBasis |
| Depreciation | 684700 | Depreciation |
| Book Value | 463160 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2687213 | OtherCostOrOtherBasis |
| Depreciation | 1856196 | Depreciation |
| Book Value | 831017 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 740653 | OtherCostOrOtherBasis |
| Depreciation | 434669 | Depreciation |
| Book Value | 305984 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1600161 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRD POST-RETIREMENT BENEFITS | Description |
| Amount | $1,130,446 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1130446 | TotalOfAmounts |
| Total Revenue | 154023805 | TotalRevenue |
| Total Expenses | 151924948 | TotalExpenses |
| Excess Or Deficit For Year | 2098857 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 406827 | NetUnrealizedGLOnInvestments |
| Other | $43,578 | OtherAmount |
| Total Adjustments | 450405 | TotalAdjustments |
| Excess Or Deficit Per FS | 2549262 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 154762000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 406827 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 121368 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 210000 | OtherRevenues |
| Revenue Not Rptd F990 | 738195 | RevenueNotRptdF990 |
| Revenue Subtotal | 154023805 | RevenueSubtotal |
| Total Revenue Per Form990 | 154023805 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 152212738 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 121368 | DonatedServicesUseOfFacilities |
| Other Expenses Included | -43578 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 77790 | ExpensesNotRptdF990 |
| Expenses Subtotal | 152134948 | ExpensesSubtotal |
| Other Expenses Not Included | -210000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -210000 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 151924948 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Endowment Funds | Schedule D, Part V, Line 4 | The intended use of the organization's endowment funds is to provide grants and scholarships. |
| FIN 48 Footnote | Schedule D, Part X, Line 2 | On October 1, 2009, the Foundation adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Foundation has analyzed tax positions taken for filing with the Internal Revenue Service and all state and foreign jurisdictions where it operates. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Foundation's financial condition, results of operations or cash flows. Accordingly, the Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions on adoption or as of September 30, 2010. The Foundation files income tax returns in the U.S federal jurisdiction and various state and foreign jurisdictions. Pursuant to the statue of limitations, the Foundation is open to audit by various taxing authorities from five years to start of business. The Foundation currently does not have any examinations in progress. The Foundation does not anticipate that there will be any material changes in its unrecognized tax positions over the next 12 months. The Foundation may from time to time be assessed interest or penalties by major tax jurisdictions, although any such assessments historically have been minimal and immaterial to its financial results. In the event the Foundation has such an assessment from a taxing authority, it is its accounting policy to recognize any interest and penalties as a component of income tax expense. |
| Net Asset Reconciliation | Schedule D, Part XI | Line 8: Foreign Currency Translation Unrealized Gain 43,578 Revenue Reconciliation Schedule D, Part XII Line 2d: Post-Retirement Benefit Change 210,000 Expense Reconciliation Schedule D, Part XIII Line 2d: Foreign Currency Translation Unrealized Gain (43,578) Line 4b: Post-Retirement Benefit Change (210,000) |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| East Asia and the Pacific | 12 | 250 | Program Services | Governance, Dev, Law | 67898727 |
| South Asia | 7 | 421 | Program Services | Governance, Dev, Law | 63184392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 19 | TotalNumberOfOffices |
| Total Number Of Employees | 671 | TotalNumberOfEmployees |
| Total Amount Spent | 131083119 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (486 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| South Asia | women's pgm | 5024 | EFT or Wire |
| South Asia | governance | 5063 | EFT or Wire |
| East Asia/Pacific | governance | 5091 | EFT or Wire |
| East Asia/Pacific | governance | 5202 | EFT or Wire |
| East Asia/Pacific | governance | 5220 | EFT or Wire |
| East Asia/Pacific | governance | 5254 | EFT or Wire |
| East Asia/Pacific | governance | 5267 | EFT or Wire |
| South Asia | econ dev't | 5275 | EFT or Wire |
| East Asia/Pacific | governance | 5446 | EFT or Wire |
| East Asia/Pacific | governance | 5486 | EFT or Wire |
| East Asia/Pacific | governance | 5539 | EFT or Wire |
| East Asia/Pacific | governance | 5658 | EFT or Wire |
| East Asia/Pacific | governance | 5667 | EFT or Wire |
| East Asia/Pacific | governance | 5886 | EFT or Wire |
| South Asia | governance | 5894 | EFT or Wire |
| South Asia | governance | 5933 | EFT or Wire |
| East Asia/Pacific | governance | 5966 | EFT or Wire |
| South Asia | governance | 6000 | EFT or Wire |
| East Asia/Pacific | governance | 6000 | EFT or Wire |
| East Asia/Pacific | governance | 6020 | EFT or Wire |
| South Asia | governance | 6028 | EFT or Wire |
| East Asia/Pacific | governance | 6045 | EFT or Wire |
| East Asia/Pacific | governance | 6051 | EFT or Wire |
| East Asia/Pacific | governance | 6123 | EFT or Wire |
| East Asia/Pacific | women's pgm | 6126 | EFT or Wire |
| East Asia/Pacific | governance | 6196 | EFT or Wire |
| East Asia/Pacific | governance | 6215 | EFT or Wire |
| East Asia/Pacific | governance | 6217 | EFT or Wire |
| East Asia/Pacific | governance | 6275 | EFT or Wire |
| East Asia/Pacific | governance | 6292 | EFT or Wire |
| East Asia/Pacific | governance | 6369 | EFT or Wire |
| East Asia/Pacific | governance | 6447 | EFT or Wire |
| South Asia | governance | 6651 | EFT or Wire |
| South Asia | governance | 6683 | EFT or Wire |
| East Asia/Pacific | governance | 6710 | EFT or Wire |
| South Asia | women's pgm | 6736 | EFT or Wire |
| South Asia | int'l rel's | 6737 | EFT or Wire |
| East Asia/Pacific | governance | 6803 | EFT or Wire |
| East Asia/Pacific | governance | 6828 | EFT or Wire |
| East Asia/Pacific | governance | 6924 | EFT or Wire |
| South Asia | governance | 7144 | EFT or Wire |
| East Asia/Pacific | governance | 7400 | EFT or Wire |
| East Asia/Pacific | governance | 7458 | EFT or Wire |
| South Asia | Environment | 7520 | EFT or Wire |
| East Asia/Pacific | governance | 7525 | EFT or Wire |
| East Asia/Pacific | governance | 7544 | EFT or Wire |
| East Asia/Pacific | governance | 7556 | EFT or Wire |
| East Asia/Pacific | governance | 7620 | EFT or Wire |
| South Asia | governance | 7692 | EFT or Wire |
| East Asia/Pacific | governance | 7698 | EFT or Wire |
| East Asia/Pacific | governance | 7720 | EFT or Wire |
| East Asia/Pacific | governance | 7770 | EFT or Wire |
| East Asia/Pacific | governance | 7812 | EFT or Wire |
| East Asia/Pacific | governance | 7820 | EFT or Wire |
| East Asia/Pacific | governance | 7820 | EFT or Wire |
| East Asia/Pacific | governance | 7820 | EFT or Wire |
| East Asia/Pacific | governance | 7826 | EFT or Wire |
| East Asia/Pacific | governance | 7844 | EFT or Wire |
| South Asia | econ dev't | 7926 | EFT or Wire |
| East Asia/Pacific | governance | 7967 | EFT or Wire |
| East Asia/Pacific | governance | 8000 | EFT or Wire |
| South Asia | Environment | 8020 | EFT or Wire |
| East Asia/Pacific | governance | 8165 | EFT or Wire |
| East Asia/Pacific | governance | 8370 | EFT or Wire |
| East Asia/Pacific | governance | 8554 | EFT or Wire |
| South Asia | governance | 8620 | EFT or Wire |
| East Asia/Pacific | econ dev't | 8635 | EFT or Wire |
| East Asia/Pacific | governance | 8750 | EFT or Wire |
| East Asia/Pacific | governance | 8822 | EFT or Wire |
| South Asia | governance | 8932 | EFT or Wire |
| East Asia/Pacific | governance | 8959 | EFT or Wire |
| South Asia | governance | 9089 | EFT or Wire |
| East Asia/Pacific | women's pgm | 9158 | EFT or Wire |
| South Asia | econ dev't | 9161 | EFT or Wire |
| East Asia/Pacific | governance | 9197 | EFT or Wire |
| East Asia/Pacific | governance | 9342 | EFT or Wire |
| South Asia | governance | 9382 | EFT or Wire |
| East Asia/Pacific | governance | 9429 | EFT or Wire |
| East Asia/Pacific | governance | 9443 | EFT or Wire |
| South Asia | governance | 9524 | EFT or Wire |
| East Asia/Pacific | governance | 9591 | EFT or Wire |
| South Asia | women's pgm | 9611 | EFT or Wire |
| East Asia/Pacific | governance | 9672 | EFT or Wire |
| East Asia/Pacific | governance | 9928 | EFT or Wire |
| East Asia/Pacific | governance | 9973 | EFT or Wire |
| East Asia/Pacific | governance | 10000 | EFT or Wire |
| East Asia/Pacific | governance | 10020 | EFT or Wire |
| South Asia | women's pgm | 10035 | EFT or Wire |
| East Asia/Pacific | governance | 10133 | EFT or Wire |
| South Asia | governance | 10376 | EFT or Wire |
| East Asia/Pacific | governance | 10647 | EFT or Wire |
| East Asia/Pacific | governance | 10664 | EFT or Wire |
| South Asia | governance | 10727 | EFT or Wire |
| East Asia/Pacific | governance | 10738 | EFT or Wire |
| East Asia/Pacific | governance | 10780 | EFT or Wire |
| East Asia/Pacific | women's pgm | 10800 | EFT or Wire |
| South Asia | governance | 10848 | EFT or Wire |
| South Asia | int'l rel's | 11206 | EFT or Wire |
| South Asia | governance | 11256 | EFT or Wire |
| South Asia | governance | 11273 | EFT or Wire |
| East Asia/Pacific | governance | 11483 | EFT or Wire |
| East Asia/Pacific | governance | 11499 | EFT or Wire |
| South Asia | governance | 11541 | EFT or Wire |
| East Asia/Pacific | governance | 11687 | EFT or Wire |
| East Asia/Pacific | governance | 11740 | EFT or Wire |
| East Asia/Pacific | governance | 11890 | EFT or Wire |
| East Asia/Pacific | women's pgm | 11911 | EFT or Wire |
| East Asia/Pacific | governance | 11929 | EFT or Wire |
| East Asia/Pacific | econ dev't | 11949 | EFT or Wire |
| East Asia/Pacific | governance | 12056 | EFT or Wire |
| East Asia/Pacific | governance | 12100 | EFT or Wire |
| East Asia/Pacific | governance | 12220 | EFT or Wire |
| East Asia/Pacific | governance | 12256 | EFT or Wire |
| East Asia/Pacific | governance | 12285 | EFT or Wire |
| East Asia/Pacific | governance | 12347 | EFT or Wire |
| East Asia/Pacific | governance | 12444 | EFT or Wire |
| East Asia/Pacific | governance | 12470 | EFT or Wire |
| East Asia/Pacific | governance | 12483 | EFT or Wire |
| South Asia | women's pgm | 12647 | EFT or Wire |
| South Asia | governance | 12680 | EFT or Wire |
| South Asia | governance | 12688 | EFT or Wire |
| East Asia/Pacific | governance | 12708 | EFT or Wire |
| East Asia/Pacific | governance | 12964 | EFT or Wire |
| South Asia | governance | 13089 | EFT or Wire |
| East Asia/Pacific | governance | 13206 | EFT or Wire |
| South Asia | governance | 13228 | EFT or Wire |
| East Asia/Pacific | governance | 13256 | EFT or Wire |
| East Asia/Pacific | governance | 13360 | EFT or Wire |
| South Asia | governance | 13495 | EFT or Wire |
| East Asia/Pacific | governance | 13926 | EFT or Wire |
| East Asia/Pacific | governance | 13989 | EFT or Wire |
| East Asia/Pacific | governance | 14090 | EFT or Wire |
| East Asia/Pacific | governance | 14123 | EFT or Wire |
| East Asia/Pacific | governance | 14202 | EFT or Wire |
| South Asia | governance | 14248 | EFT or Wire |
| East Asia/Pacific | governance | 14294 | EFT or Wire |
| East Asia/Pacific | governance | 14343 | EFT or Wire |
| South Asia | governance | 14345 | EFT or Wire |
| East Asia/Pacific | governance | 14563 | EFT or Wire |
| East Asia/Pacific | governance | 14628 | EFT or Wire |
| East Asia/Pacific | governance | 14683 | EFT or Wire |
| East Asia/Pacific | governance | 14725 | EFT or Wire |
| East Asia/Pacific | governance | 14824 | EFT or Wire |
| East Asia/Pacific | governance | 14898 | EFT or Wire |
| East Asia/Pacific | governance | 14953 | EFT or Wire |
| South Asia | governance | 14964 | EFT or Wire |
| East Asia/Pacific | governance | 15189 | EFT or Wire |
| East Asia/Pacific | governance | 15258 | EFT or Wire |
| South Asia | int'l rel's | 15268 | EFT or Wire |
| South Asia | econ dev't | 15809 | EFT or Wire |
| East Asia/Pacific | women's pgm | 15825 | EFT or Wire |
| South Asia | Environment | 15835 | EFT or Wire |
| East Asia/Pacific | governance | 15861 | EFT or Wire |
| South Asia | governance | 15915 | EFT or Wire |
| South Asia | governance | 15939 | EFT or Wire |
| South Asia | governance | 16022 | EFT or Wire |
| East Asia/Pacific | econ dev't | 16037 | EFT or Wire |
| South Asia | governance | 16079 | EFT or Wire |
| South Asia | governance | 16136 | EFT or Wire |
| East Asia/Pacific | governance | 16136 | EFT or Wire |
| East Asia/Pacific | governance | 16201 | EFT or Wire |
| East Asia/Pacific | governance | 16245 | EFT or Wire |
| East Asia/Pacific | governance | 16561 | EFT or Wire |
| East Asia/Pacific | governance | 16590 | EFT or Wire |
| East Asia/Pacific | women's pgm | 16622 | EFT or Wire |
| South Asia | governance | 16959 | EFT or Wire |
| East Asia/Pacific | governance | 17067 | EFT or Wire |
| East Asia/Pacific | governance | 17093 | EFT or Wire |
| East Asia/Pacific | governance | 17222 | EFT or Wire |
| East Asia/Pacific | governance | 17266 | EFT or Wire |
| East Asia/Pacific | governance | 17432 | EFT or Wire |
| South Asia | governance | 17492 | EFT or Wire |
| South Asia | governance | 17730 | EFT or Wire |
| East Asia/Pacific | governance | 17928 | EFT or Wire |
| East Asia/Pacific | governance | 18434 | EFT or Wire |
| South Asia | governance | 18573 | EFT or Wire |
| South Asia | governance | 18761 | EFT or Wire |
| South Asia | int'l rel's | 18980 | EFT or Wire |
| East Asia/Pacific | women's pgm | 19017 | EFT or Wire |
| East Asia/Pacific | governance | 19170 | EFT or Wire |
| South Asia | governance | 19197 | EFT or Wire |
| East Asia/Pacific | governance | 19201 | EFT or Wire |
| East Asia/Pacific | governance | 19334 | EFT or Wire |
| East Asia/Pacific | governance | 19378 | EFT or Wire |
| East Asia/Pacific | governance | 19420 | EFT or Wire |
| South Asia | governance | 19440 | EFT or Wire |
| East Asia/Pacific | governance | 19643 | EFT or Wire |
| East Asia/Pacific | governance | 19730 | EFT or Wire |
| South Asia | governance | 19796 | EFT or Wire |
| South Asia | governance | 19901 | EFT or Wire |
| East Asia/Pacific | governance | 19942 | EFT or Wire |
| East Asia/Pacific | governance | 20045 | EFT or Wire |
| East Asia/Pacific | governance | 20698 | EFT or Wire |
| East Asia/Pacific | econ dev't | 20778 | EFT or Wire |
| South Asia | women's pgm | 20873 | EFT or Wire |
| South Asia | governance | 20890 | EFT or Wire |
| East Asia/Pacific | econ dev't | 20960 | EFT or Wire |
| East Asia/Pacific | governance | 21257 | EFT or Wire |
| East Asia/Pacific | governance | 21284 | EFT or Wire |
| South Asia | governance | 21590 | EFT or Wire |
| South Asia | int'l rel's | 21750 | EFT or Wire |
| South Asia | governance | 21897 | EFT or Wire |
| East Asia/Pacific | governance | 21935 | EFT or Wire |
| East Asia/Pacific | governance | 21937 | EFT or Wire |
| South Asia | int'l rel's | 22000 | EFT or Wire |
| East Asia/Pacific | governance | 22020 | EFT or Wire |
| South Asia | women's pgm | 22080 | EFT or Wire |
| East Asia/Pacific | econ dev't | 22197 | EFT or Wire |
| East Asia/Pacific | governance | 22200 | EFT or Wire |
| East Asia/Pacific | governance | 22376 | EFT or Wire |
| South Asia | governance | 22887 | EFT or Wire |
| East Asia/Pacific | governance | 22894 | EFT or Wire |
| South Asia | governance | 22950 | EFT or Wire |
| South Asia | governance | 23075 | EFT or Wire |
| East Asia/Pacific | governance | 23620 | EFT or Wire |
| South Asia | Environment | 23651 | EFT or Wire |
| South Asia | governance | 23788 | EFT or Wire |
| East Asia/Pacific | governance | 23881 | EFT or Wire |
| East Asia/Pacific | governance | 23894 | EFT or Wire |
| South Asia | governance | 24151 | EFT or Wire |
| South Asia | governance | 24352 | EFT or Wire |
| East Asia/Pacific | women's pgm | 24575 | EFT or Wire |
| South Asia | governance | 24690 | EFT or Wire |
| South Asia | governance | 24939 | EFT or Wire |
| East Asia/Pacific | governance | 24981 | EFT or Wire |
| East Asia/Pacific | governance | 25091 | EFT or Wire |
| South Asia | governance | 25128 | EFT or Wire |
| South Asia | governance | 25424 | EFT or Wire |
| East Asia/Pacific | women's pgm | 25440 | EFT or Wire |
| East Asia/Pacific | governance | 25472 | EFT or Wire |
| East Asia/Pacific | governance | 25500 | EFT or Wire |
| East Asia/Pacific | governance | 25662 | EFT or Wire |
| South Asia | governance | 25733 | EFT or Wire |
| South Asia | governance | 25824 | EFT or Wire |
| East Asia/Pacific | governance | 25967 | EFT or Wire |
| East Asia/Pacific | governance | 26235 | EFT or Wire |
| East Asia/Pacific | governance | 26263 | EFT or Wire |
| East Asia/Pacific | econ dev't | 26318 | EFT or Wire |
| East Asia/Pacific | governance | 26381 | EFT or Wire |
| South Asia | governance | 26945 | EFT or Wire |
| South Asia | women's pgm | 26958 | EFT or Wire |
| East Asia/Pacific | women's pgm | 27000 | EFT or Wire |
| East Asia/Pacific | governance | 27020 | EFT or Wire |
| South Asia | governance | 27191 | EFT or Wire |
| East Asia/Pacific | women's pgm | 27222 | EFT or Wire |
| East Asia/Pacific | governance | 27474 | EFT or Wire |
| South Asia | governance | 27543 | EFT or Wire |
| East Asia/Pacific | governance | 27810 | EFT or Wire |
| East Asia/Pacific | governance | 27940 | EFT or Wire |
| East Asia/Pacific | governance | 27971 | EFT or Wire |
| East Asia/Pacific | econ dev't | 27987 | EFT or Wire |
| South Asia | women's pgm | 28229 | EFT or Wire |
| South Asia | governance | 28401 | EFT or Wire |
| East Asia/Pacific | women's pgm | 28500 | EFT or Wire |
| South Asia | governance | 28555 | EFT or Wire |
| South Asia | governance | 28570 | EFT or Wire |
| South Asia | women's pgm | 28919 | EFT or Wire |
| East Asia/Pacific | governance | 28977 | EFT or Wire |
| East Asia/Pacific | women's pgm | 29114 | EFT or Wire |
| East Asia/Pacific | governance | 29152 | EFT or Wire |
| East Asia/Pacific | governance | 29207 | EFT or Wire |
| South Asia | governance | 29757 | EFT or Wire |
| East Asia/Pacific | women's pgm | 29922 | EFT or Wire |
| South Asia | women's pgm | 29991 | EFT or Wire |
| East Asia/Pacific | governance | 30001 | EFT or Wire |
| East Asia/Pacific | governance | 30004 | EFT or Wire |
| East Asia/Pacific | governance | 30010 | EFT or Wire |
| East Asia/Pacific | governance | 30212 | EFT or Wire |
| East Asia/Pacific | governance | 30441 | EFT or Wire |
| East Asia/Pacific | governance | 30482 | EFT or Wire |
| East Asia/Pacific | governance | 30538 | EFT or Wire |
| East Asia/Pacific | governance | 30996 | EFT or Wire |
| East Asia/Pacific | women's pgm | 31544 | EFT or Wire |
| South Asia | int'l rel's | 31550 | EFT or Wire |
| East Asia/Pacific | econ dev't | 31592 | EFT or Wire |
| East Asia/Pacific | governance | 31650 | EFT or Wire |
| South Asia | governance | 31992 | EFT or Wire |
| East Asia/Pacific | governance | 32260 | EFT or Wire |
| East Asia/Pacific | governance | 32349 | EFT or Wire |
| East Asia/Pacific | governance | 32407 | EFT or Wire |
| East Asia/Pacific | governance | 32486 | EFT or Wire |
| South Asia | governance | 32492 | EFT or Wire |
| East Asia/Pacific | governance | 32677 | EFT or Wire |
| East Asia/Pacific | governance | 32688 | EFT or Wire |
| East Asia/Pacific | women's pgm | 32718 | EFT or Wire |
| East Asia/Pacific | governance | 32747 | EFT or Wire |
| East Asia/Pacific | governance | 32855 | EFT or Wire |
| East Asia/Pacific | governance | 33102 | EFT or Wire |
| East Asia/Pacific | governance | 33315 | EFT or Wire |
| East Asia/Pacific | governance | 33419 | EFT or Wire |
| East Asia/Pacific | governance | 33468 | EFT or Wire |
| East Asia/Pacific | governance | 33525 | EFT or Wire |
| East Asia/Pacific | governance | 33890 | EFT or Wire |
| East Asia/Pacific | governance | 33905 | EFT or Wire |
| East Asia/Pacific | women's pgm | 34448 | EFT or Wire |
| South Asia | governance | 34718 | EFT or Wire |
| East Asia/Pacific | governance | 34782 | EFT or Wire |
| East Asia/Pacific | governance | 35000 | EFT or Wire |
| East Asia/Pacific | econ dev't | 35000 | EFT or Wire |
| South Asia | women's pgm | 35368 | EFT or Wire |
| East Asia/Pacific | governance | 35931 | EFT or Wire |
| East Asia/Pacific | econ dev't | 36160 | EFT or Wire |
| East Asia/Pacific | Environment | 36183 | EFT or Wire |
| East Asia/Pacific | governance | 36308 | EFT or Wire |
| East Asia/Pacific | women's pgm | 36432 | EFT or Wire |
| East Asia/Pacific | governance | 36432 | EFT or Wire |
| East Asia/Pacific | econ dev't | 36450 | EFT or Wire |
| East Asia/Pacific | women's pgm | 36700 | EFT or Wire |
| East Asia/Pacific | governance | 36714 | EFT or Wire |
| East Asia/Pacific | governance | 36959 | EFT or Wire |
| East Asia/Pacific | governance | 37521 | EFT or Wire |
| South Asia | women's pgm | 37694 | EFT or Wire |
| East Asia/Pacific | women's pgm | 37890 | EFT or Wire |
| East Asia/Pacific | governance | 37927 | EFT or Wire |
| East Asia/Pacific | governance | 38095 | EFT or Wire |
| East Asia/Pacific | governance | 38103 | EFT or Wire |
| East Asia/Pacific | governance | 38165 | EFT or Wire |
| East Asia/Pacific | women's pgm | 38308 | EFT or Wire |
| East Asia/Pacific | governance | 38380 | EFT or Wire |
| South Asia | governance | 39196 | EFT or Wire |
| East Asia/Pacific | Environment | 39527 | EFT or Wire |
| East Asia/Pacific | governance | 39637 | EFT or Wire |
| East Asia/Pacific | governance | 39692 | EFT or Wire |
| East Asia/Pacific | governance | 40845 | EFT or Wire |
| East Asia/Pacific | governance | 41296 | EFT or Wire |
| East Asia/Pacific | governance | 41340 | EFT or Wire |
| East Asia/Pacific | women's pgm | 41422 | EFT or Wire |
| South Asia | governance | 42672 | EFT or Wire |
| South Asia | governance | 43072 | EFT or Wire |
| East Asia/Pacific | governance | 43118 | EFT or Wire |
| South Asia | governance | 43380 | EFT or Wire |
| East Asia/Pacific | governance | 43625 | EFT or Wire |
| East Asia/Pacific | women's pgm | 43833 | EFT or Wire |
| South Asia | governance | 43956 | EFT or Wire |
| East Asia/Pacific | governance | 43979 | EFT or Wire |
| South Asia | governance | 44116 | EFT or Wire |
| South Asia | women's pgm | 44278 | EFT or Wire |
| East Asia/Pacific | governance | 44669 | EFT or Wire |
| South Asia | econ dev't | 45030 | EFT or Wire |
| East Asia/Pacific | governance | 45658 | EFT or Wire |
| South Asia | econ dev't | 46234 | EFT or Wire |
| South Asia | governance | 46241 | EFT or Wire |
| East Asia/Pacific | econ dev't | 46277 | EFT or Wire |
| East Asia/Pacific | women's pgm | 46571 | EFT or Wire |
| East Asia/Pacific | women's pgm | 47028 | EFT or Wire |
| South Asia | econ dev't | 47031 | EFT or Wire |
| East Asia/Pacific | governance | 47040 | EFT or Wire |
| East Asia/Pacific | governance | 47113 | EFT or Wire |
| South Asia | governance | 47945 | EFT or Wire |
| South Asia | governance | 48008 | EFT or Wire |
| South Asia | governance | 48248 | EFT or Wire |
| East Asia/Pacific | econ dev't | 48309 | EFT or Wire |
| East Asia/Pacific | women's pgm | 48587 | EFT or Wire |
| South Asia | governance | 48631 | EFT or Wire |
| East Asia/Pacific | econ dev't | 48751 | EFT or Wire |
| East Asia/Pacific | governance | 48798 | EFT or Wire |
| East Asia/Pacific | governance | 48971 | EFT or Wire |
| East Asia/Pacific | governance | 49018 | EFT or Wire |
| East Asia/Pacific | governance | 49174 | EFT or Wire |
| South Asia | women's pgm | 49500 | EFT or Wire |
| East Asia/Pacific | governance | 49823 | EFT or Wire |
| East Asia/Pacific | governance | 49869 | EFT or Wire |
| South Asia | econ dev't | 50000 | EFT or Wire |
| East Asia/Pacific | governance | 50226 | EFT or Wire |
| South Asia | governance | 51418 | EFT or Wire |
| East Asia/Pacific | governance | 51595 | EFT or Wire |
| East Asia/Pacific | governance | 52020 | EFT or Wire |
| East Asia/Pacific | governance | 53220 | EFT or Wire |
| East Asia/Pacific | Environment | 53778 | EFT or Wire |
| East Asia/Pacific | governance | 54579 | EFT or Wire |
| South Asia | governance | 54851 | EFT or Wire |
| East Asia/Pacific | governance | 55029 | EFT or Wire |
| East Asia/Pacific | governance | 55853 | EFT or Wire |
| East Asia/Pacific | governance | 56316 | EFT or Wire |
| South Asia | governance | 56444 | EFT or Wire |
| South Asia | governance | 56602 | EFT or Wire |
| East Asia/Pacific | governance | 57405 | EFT or Wire |
| East Asia/Pacific | governance | 57668 | EFT or Wire |
| South Asia | women's pgm | 58317 | EFT or Wire |
| East Asia/Pacific | governance | 58937 | EFT or Wire |
| East Asia/Pacific | Environment | 59355 | EFT or Wire |
| East Asia/Pacific | econ dev't | 59743 | EFT or Wire |
| East Asia/Pacific | governance | 59819 | EFT or Wire |
| South Asia | governance | 59990 | EFT or Wire |
| East Asia/Pacific | governance | 60020 | EFT or Wire |
| East Asia/Pacific | governance | 60020 | EFT or Wire |
| East Asia/Pacific | governance | 60713 | EFT or Wire |
| East Asia/Pacific | Environment | 61291 | EFT or Wire |
| East Asia/Pacific | governance | 62327 | EFT or Wire |
| South Asia | governance | 62605 | EFT or Wire |
| East Asia/Pacific | governance | 62990 | EFT or Wire |
| East Asia/Pacific | women's pgm | 63271 | EFT or Wire |
| East Asia/Pacific | econ dev't | 63824 | EFT or Wire |
| East Asia/Pacific | governance | 64240 | EFT or Wire |
| South Asia | governance | 65238 | EFT or Wire |
| East Asia/Pacific | econ dev't | 65302 | EFT or Wire |
| East Asia/Pacific | governance | 66427 | EFT or Wire |
| East Asia/Pacific | governance | 66742 | EFT or Wire |
| East Asia/Pacific | governance | 68125 | EFT or Wire |
| South Asia | governance | 68235 | EFT or Wire |
| South Asia | governance | 68564 | EFT or Wire |
| East Asia/Pacific | econ dev't | 68899 | EFT or Wire |
| East Asia/Pacific | governance | 68945 | EFT or Wire |
| East Asia/Pacific | econ dev't | 69679 | EFT or Wire |
| East Asia/Pacific | governance | 70133 | EFT or Wire |
| East Asia/Pacific | governance | 70812 | EFT or Wire |
| East Asia/Pacific | governance | 70848 | EFT or Wire |
| East Asia/Pacific | women's pgm | 72148 | EFT or Wire |
| East Asia/Pacific | governance | 73805 | EFT or Wire |
| East Asia/Pacific | governance | 74867 | EFT or Wire |
| South Asia | int'l rel's | 74910 | EFT or Wire |
| South Asia | econ dev't | 75412 | EFT or Wire |
| South Asia | governance | 75583 | EFT or Wire |
| East Asia/Pacific | governance | 75888 | EFT or Wire |
| East Asia/Pacific | governance | 75888 | EFT or Wire |
| East Asia/Pacific | women's pgm | 77741 | EFT or Wire |
| South Asia | governance | 78021 | EFT or Wire |
| East Asia/Pacific | governance | 78437 | EFT or Wire |
| East Asia/Pacific | governance | 78443 | EFT or Wire |
| East Asia/Pacific | governance | 78523 | EFT or Wire |
| South Asia | governance | 78711 | EFT or Wire |
| South Asia | econ dev't | 80065 | EFT or Wire |
| South Asia | governance | 81125 | EFT or Wire |
| East Asia/Pacific | governance | 82940 | EFT or Wire |
| East Asia/Pacific | governance | 83402 | EFT or Wire |
| South Asia | governance | 83493 | EFT or Wire |
| East Asia/Pacific | governance | 83590 | EFT or Wire |
| East Asia/Pacific | governance | 86364 | EFT or Wire |
| South Asia | governance | 87020 | EFT or Wire |
| East Asia/Pacific | governance | 88470 | EFT or Wire |
| South Asia | governance | 88565 | EFT or Wire |
| East Asia/Pacific | governance | 91632 | EFT or Wire |
| East Asia/Pacific | governance | 92105 | EFT or Wire |
| South Asia | governance | 93186 | EFT or Wire |
| East Asia/Pacific | governance | 93740 | EFT or Wire |
| East Asia/Pacific | econ dev't | 93785 | EFT or Wire |
| East Asia/Pacific | governance | 95885 | EFT or Wire |
| East Asia/Pacific | governance | 96833 | EFT or Wire |
| South Asia | governance | 97114 | EFT or Wire |
| South Asia | governance | 97818 | EFT or Wire |
| South Asia | econ dev't | 99968 | EFT or Wire |
| East Asia/Pacific | governance | 106580 | EFT or Wire |
| East Asia/Pacific | governance | 109500 | EFT or Wire |
| East Asia/Pacific | governance | 109666 | EFT or Wire |
| East Asia/Pacific | governance | 109838 | EFT or Wire |
| South Asia | governance | 110620 | EFT or Wire |
| East Asia/Pacific | governance | 110983 | EFT or Wire |
| South Asia | governance | 111053 | EFT or Wire |
| East Asia/Pacific | governance | 111822 | EFT or Wire |
| East Asia/Pacific | governance | 113068 | EFT or Wire |
| East Asia/Pacific | governance | 114303 | EFT or Wire |
| South Asia | governance | 114500 | EFT or Wire |
| East Asia/Pacific | governance | 114912 | EFT or Wire |
| East Asia/Pacific | governance | 116658 | EFT or Wire |
| East Asia/Pacific | governance | 116749 | EFT or Wire |
| East Asia/Pacific | governance | 120029 | EFT or Wire |
| East Asia/Pacific | governance | 120459 | EFT or Wire |
| East Asia/Pacific | econ dev't | 125275 | EFT or Wire |
| East Asia/Pacific | governance | 129404 | EFT or Wire |
| East Asia/Pacific | governance | 136586 | EFT or Wire |
| East Asia/Pacific | econ dev't | 137212 | EFT or Wire |
| South Asia | governance | 142375 | EFT or Wire |
| East Asia/Pacific | governance | 143927 | EFT or Wire |
| East Asia/Pacific | econ dev't | 148222 | EFT or Wire |
| East Asia/Pacific | governance | 154383 | EFT or Wire |
| East Asia/Pacific | governance | 158893 | EFT or Wire |
| East Asia/Pacific | econ dev't | 159814 | EFT or Wire |
| East Asia/Pacific | econ dev't | 161522 | EFT or Wire |
| East Asia/Pacific | governance | 164731 | EFT or Wire |
| East Asia/Pacific | governance | 165319 | EFT or Wire |
| East Asia/Pacific | governance | 168360 | EFT or Wire |
| South Asia | women's pgm | 174000 | EFT or Wire |
| South Asia | governance | 175057 | EFT or Wire |
| East Asia/Pacific | governance | 175298 | EFT or Wire |
| East Asia/Pacific | governance | 204692 | EFT or Wire |
| South Asia | governance | 270719 | EFT or Wire |
| East Asia/Pacific | governance | 307662 | EFT or Wire |
| South Asia | governance | 355457 | EFT or Wire |
| South Asia | governance | 363653 | EFT or Wire |
| South Asia | governance | 393272 | EFT or Wire |
| South Asia | governance | 394076 | EFT or Wire |
| South Asia | governance | 459623 | EFT or Wire |
| East Asia/Pacific | governance | 467649 | EFT or Wire |
| South Asia | governance | 575631 | EFT or Wire |
| East Asia/Pacific | governance | 813170 | EFT or Wire |
| South Asia | governance | 907307 | EFT or Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 486 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Governanace | East Asia/Pacific | 3 | 34309 | EFT or Wire |
| International Relations | East Asia/Pacific | 14 | 243829 | EFT or Wire |
| international relations | South Asia | 11 | 144761 | EFT or Wire |
| governance | South Asia | 6 | 65380 | EFT or Wire |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring the Use of Grant Funds Outside of the United States | Identifier |
| Explanation | Schedule F, Part I, Line 2 The Foundation has extensive policies governing the selection of its grant recipients including verification against anti-terrorism and money laundering lists, the types and forms of funding agreements made with them, their financial reporting requirements, and the Foundation's review and monitoring process. The monitoring process involves the Foundation monitoring recipients' implementations, reviews recipients' periodic financial reports, and performs audits of recipients' claims for reimbursement. Most of the Foundation's grants are made to organizations outside of the US; however Foundation policies will apply to all grant recipients regardless of location. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Center for Lao Studies | |||||||
| 65 Ninth Street | San Francisco | CA | 94102 | 204469790 | 501(c)(3) | 9235 | governance |
| Center for Strategic and Intl Studies | |||||||
| 1003 Bishop Street | Honolulu | HI | 96813 | 521501082 | 501(c)(3) | 36433 | governance |
| Give2Asia | |||||||
| 465 California st ste 806 | SF | CA | 94104 | 943373670 | 501(c)(3) | 253486 | int'l rel's |
| International Justice Mission | |||||||
| PO Box 58147 | Washington | DC | 20037 | 541722887 | 501(c)(3) | 315060 | women's pgm |
| Johns Hopkins University | |||||||
| 1740 Massachusetts Ave NW | WA | DC | 20036 | 520595110 | 501(c)(3) | 5200 | int'l rel's |
| San Francisco Asian Art Museum | |||||||
| 200 Larkin Street | San Francisco | CA | 94102 | 941704765 | 501(c)(3) | 9100 | int'l rel's |
| The Aspen Institute | |||||||
| 1 Dupont Circle NW Ste 700 | WA | DC | 20036 | 840399006 | 501(c)(3) | 35000 | int'l rel's |
| World Hope International | |||||||
| 625 Slaters Ln Ste 200 | Alexandria | VA | 22314 | 351985485 | 501(c)(3) | 27004 | women's pgm |
| World Vision | |||||||
| 34834 Weyerhaeuser Way | Fed Way | WA | 98063 | 951922279 | 501(c)(3) | 40560 | women's pgm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Monitoring the Use of Grant Funds in the United States | Identifier |
| Explanation | Schedule I, Part I, Line 2 The Foundation has extensive policies governing the selection of its grant recipients including verification against anti-terrorism and money laundering lists, the types and forms of funding agreements made with them, their financial reporting requirements, and the Foundation's review and monitoring process. The monitoring process involves the Foundation monitoring recipients' implementations, reviews recipients' periodic financial reports, and performs audits of recipients' claims for reimbursement. Most of the Foundation's grants are made to organizations outside of the US; however Foundation policies will apply to all grant recipients regardless of location. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS BEREUTER | |||||||||||||
| 236469 | 0 | 10000 | 0 | 80015 | 0 | 23827 | 0 | 1800 | 0 | 352111 | 0 | 0 | 0 |
| BARNETT BARON | |||||||||||||
| 178389 | 0 | 1000 | 0 | 2243 | 0 | 34221 | 0 | 12188 | 0 | 228041 | 0 | 0 | 0 |
| ALLEN CLIFTON CHOATE | |||||||||||||
| 139249 | 0 | 0 | 0 | 182370 | 0 | 26378 | 0 | 7294 | 0 | 355291 | 0 | 0 | 0 |
| JOHN CROIZAT | |||||||||||||
| 161498 | 0 | 3000 | 0 | 2802 | 0 | 29339 | 0 | 1495 | 0 | 198134 | 0 | 0 | 0 |
| RICHARD FULLER | |||||||||||||
| 146191 | 0 | 2500 | 0 | 3269 | 0 | 27639 | 0 | 7361 | 0 | 186960 | 0 | 0 | 0 |
| GORDON HEIN | |||||||||||||
| 159746 | 0 | 3500 | 0 | 2845 | 0 | 29840 | 0 | 7394 | 0 | 203325 | 0 | 0 | 0 |
| NANCY YUAN | |||||||||||||
| 150306 | 0 | 1956 | 0 | 1578 | 0 | 27626 | 0 | 3434 | 0 | 184900 | 0 | 0 | 0 |
| PHILIP YUN | |||||||||||||
| 163610 | 0 | 1000 | 0 | 947 | 0 | 17043 | 0 | 6822 | 0 | 189422 | 0 | 0 | 0 |
| ROBIN BUSH | |||||||||||||
| 87262 | 0 | 0 | 0 | 112502 | 0 | 9616 | 0 | 4440 | 0 | 213820 | 0 | 0 | 0 |
| ROBERT LAMONT | |||||||||||||
| 149181 | 0 | 0 | 0 | 97949 | 0 | 16085 | 0 | 655 | 0 | 263870 | 0 | 0 | 0 |
| NICHOLAS LANGTON | |||||||||||||
| 96713 | 0 | 0 | 0 | 92711 | 0 | 18239 | 0 | 8349 | 0 | 216012 | 0 | 0 | 0 |
| JONATHAN STROMSETH | |||||||||||||
| 91234 | 0 | 1320 | 0 | 142153 | 0 | 13398 | 0 | 4440 | 0 | 252545 | 0 | 0 | 0 |
| JON SUMMERS | |||||||||||||
| 106099 | 0 | 0 | 0 | 71445 | 0 | 20285 | 0 | 3251 | 0 | 201080 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Questions Regarding Compensation | Identifier |
| Explanation | Schedule J, Part I, Question I Tax Gross-Up Payments: Allen Choate, VP of Partners in Asian Development, received a gross up payment of personal income tax to Japan as part of his expatriate compensation package. The gross up was included in compensation on the individual's Form W-2 and included in compensation reported on Schedule J, Part II, Column B, and Part III. The following individuals received a gross up payment of personal income tax on incentive compensation reported on Schedule J, Part II, Column B (ii): Douglas Bereuter, Barnett Baron, John Croizat, Richard Fuller, Gordon Hein, Nancy Yuan, Philip Yun, Jonathan Stromseth, and Gretchen Yen. The gross up was included in compensation on the individual's Form W-2 and included in compensation reported on Schedule J, Part II, Column B (iii). Housing Allowance: The Foundation paid rent on behalf of the following individuals as part of their expatriate compensation package: Allen Choate, Jonathan Stromseth, Jon Summers, Robin Bush, Robert Lamont, and Nicholas Langton. The rent was paid directly to landlords. All payments were reported as taxable compensation on the individual's Form W-2 and included in compensation reported on Schedule J, Part II, Column B (iii). Douglas Bereuter, President and CEO, received housing assistance as part of his employment agreement. The amount was reported as taxable compensation and included in compensation reported on Schedule J, Part II, Column B (iii). | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (4 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization |
|---|---|
| david lampton | trustee |
| see schedule o for further | |
| detailed information about | |
| this grant |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 44294305 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 43259 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Governance, Management, and Disclosures | Identifier |
| Return Reference | Form 990, Part I, Line 5 and Part V, Line 2a | ReturnReference |
| Explanation | The Asia Foundation had 240 employees on the US payroll (reported on the Core Form 990, Part I, Line 5). In addition to this, there were 597 local national employees at September 30, 2010 working in the foreign countries in which The Asia Foundation operates. Program Service Activities Form 990, Part III, Line 4 4d - Other exempt purpose achievements are related to international relations and environmental initiatives. Form 990, Part IV, Line 27 and Schedule L, Part III The Asia Foundation contributed $52,748 to John's Hopkins SAIS to support international relations. David Lampton is a faculty member of the University. The Asia Foundation is not aware of this individual receiving any direct or indirect benefit from this contribution. The Asia Foundation is however filing an additional disclosure of this amount in Schedule L, Part III. Form 990, Part V, Line 4b The Asia Foundation is a global organization and has employees and offices around the world. In addition to the foreign countries listed in Attachment 7, The Asia Foundation also had financial accounts in the following countries: Mongolia, Nepal, Pacific Islands, Pakistan, Philippines, Sri Lanka, Thailand, Timor-Leste, Vietnam. Form 990, Part VI, Line 10 An external tax firm and The Asia Foundation staff work together to gather the required tax information necessary to complete the tax return. The tax firm prepares an initial draft return and reviews the initial draft return with senior management; items are discussed and reviewed. Recommended changes are reflected in the return and a draft tax return is prepared. The draft tax return is distributed to the Audit Committee for their review and comments prior to being filed with the IRS. Form 990, Part VI, Line 12c The Asia Foundation requires each trustee, principal officer, and member of a committee with governing board delegated powers to annually sign a statement which affirms each person has received a copy of the Conflict of Interest policy, has read and understood the policy, has agreed to comply with the policy, and understands the Foundation is a non-profit organization and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes. Additionally, the statement requires the individuals to provide information with respect to related parties and to disclose whether there are any conflicts of interest. The Asia Foundation also requires periodic review of transactions and relationships to ensure that there are no conflicts of interest. The Board Secretary keeps records of the statements. Form 990, Part VI, Line 15a and 15b Compensation of CEO and CFO is reviewed annually against current compensation benchmark data, and any and all changes are approved by the Compensation Committee of the Board of Trustees. Each December, or in the case of a new appointment, prior to an offer of employment, the Senior Director of Human Resources and the Executive Vice President, using benchmark salary survey data and guidance from an independent compensation consulting firm, prepare recommendations for the Board of Trustees Compensation Committee. The committee reviews the recommendations and makes a final determination. The Chairman of the Board of Trustees then notifies the CEO and CFO of any changes in compensation and the effective date. The CEO and CFO do not participate in the process. Compensation for employees at the Vice Presidential and Senior Management level fall within the guidelines of the annual Foundation compensation program. Each December, the Foundation's Compensation Committee reviews compensation data provided by a retained compensation consulting firm. Based on movement within the comparative market, the committee makes a salary increase budget recommendation to the CEO. Once the budget is approved, employee salaries are determined in accordance with the Foundation's Compensation Program Guide for Managers. Subsequent salary increases, if any, are effective in the first pay period of January. Form 990, Part VI, Line 19 The Asia Foundation's audited financial statements are published on its website and are provided upon request. Governing documents and conflict of interest policy are available upon request. | Explanation |