Attach to Form 990 or Form 990-EZ.
See separate instructions.| (i) Name of supported organization |
(ii) EIN |
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) |
(iv) Is the organization in col. (i) listed in your governing document? |
(v) Did you notify the organization in col. (i) of your support? |
(vi) Is the organization in col. (i) organized in the U.S.? |
(vii) Amount of support? |
|||
|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 11,886,648 | 7,841,591 | 7,574,251 | 5,301,901 | 7,239,719 | 39,844,110 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3.. | 11,886,648 | 7,841,591 | 7,574,251 | 5,301,901 | 7,239,719 | 39,844,110 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 11,194,299 | |||||
| 6 | Public Support. Subtract line 5 from line 4. | 28,649,811 | |||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 11,886,648 | 7,841,591 | 7,574,251 | 5,301,901 | 7,239,719 | 39,844,110 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 421,404 | 707,057 | 544,924 | 427,048 | 386,663 | 2,487,096 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. | ||||||
| 11 | Total support (Add lines 7 through 10). | 42,331,206 | |||||






| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public Support (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) | ||||||
| 13 | Total support (Add lines 9, 10c, 11 and 12.). | ||||||




| Facts And Circumstances Test |
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| Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | THE FOUNDATION CENTER'S MISSION IS TO STRENGTHEN THE SOCIAL SECTOR BY ADVANCING KNOWLEDGE ABOUT PHILANTHROPY IN THE U.S. AND AROUND THE WORLD. THE CENTER ACCOMPLISHES ITS MISSION BY: - OPERATING LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS - NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO - THAT OFFER FREE ACCESS TO INFORMATION RESOURCES AND EDUCATIONAL PROGRAMS. - MAINTAINING UNIQUE DATABASES OF INFORMATION ON THE NEARLY 100,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES IN THE U.S. AND 2.1 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. - PROVIDING A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST, ITS DAILY NEWS SERVICE, AND PUBHUB, ITS SEARCHABLE ONLINE COLLECTION OF THOUSANDS OF REPORTS PUBLISHED BY FOUNDATIONS AND NONPROFIT ORGANIZATIONS. - CONDUCTING RESEARCH AND PUBLISHING REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR, INCLUDING THE ANNUAL FOUNDATIONS TODAY SERIES. - PUBLISHING BOOKS RANGING FROM BASIC PRIMERS ON FUNDRAISING AND NONPROFIT MANAGEMENT TO COMPREHENSIVE REFERENCE WORKS. - COORDINATING A NATIONWIDE NETWORK OF FUNDING INFORMATION CENTERS - 450 COOPERATING COLLECTIONS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES AND TRAINING. ESTABLISHED IN 1956 AND TODAY SUPPORTED BY CLOSE TO 550 FOUNDATIONS, THE FOUNDATION CENTER IS THE LEADING SOURCE OF INFORMATION ABOUT PHILANTHROPY WORLDWIDE. THROUGH DATA, ANALYSIS, AND TRAINING, IT CONNECTS PEOPLE WHO WANT TO CHANGE THE WORLD TO THE RESOURCES THEY NEED TO SUCCEED. THE CENTER MAINTAINS THE MOST COMPREHENSIVE DATABASE ON U.S. AND, INCREASINGLY, GLOBAL GRANTMAKERS AND THEIR GRANTS - A ROBUST, ACCESSIBLE KNOWLEDGE BANK FOR THE SECTOR. IT ALSO OPERATES RESEARCH, EDUCATION, AND TRAINING PROGRAMS DESIGNED TO ADVANCE KNOWLEDGE OF PHILANTHROPY AT EVERY LEVEL. THOUSANDS OF PEOPLE VISIT THE CENTER'S WEB SITE EACH DAY AND ARE SERVED IN ITS FIVE REGIONAL LIBRARY/LEARNING CENTERS AND ITS NETWORK OF 450 FUNDING INFORMATION CENTERS LOCATED IN PUBLIC LIBRARIES, COMMUNITY FOUNDATIONS, AND EDUCATIONAL INSTITUTIONS NATIONWIDE AND AROUND THE WORLD. |
| PROGRAM SERVICES - DATA COLLECTION AND PUBLICATIONS | FORM 990, PART III, LINE 4A | DATA COLLECTION AND PUBLICATIONS (EXPENSES $8,656,734 AND REVENUE $11,139,175) THE CENTER MAINTAINS UNIQUE DATABASES OF INFORMATION ON THE NEARLY 100,000 FOUNDATIONS, CORPORATE DONORS, AND GRANTMAKING PUBLIC CHARITIES IN THE U.S. AND 2.1 MILLION OF THEIR RECENT GRANTS. ITS FOUNDATION DIRECTORY ONLINE SUBSCRIPTION SERVICE IS THE MOST POPULAR MEANS FOR SEARCHING THESE DATABASES. THE CENTER ALSO PUBLISHES BOOKS RANGING FROM BASIC PRIMERS ON FUNDRAISING AND NONPROFIT MANAGEMENT TO COMPREHENSIVE REFERENCE WORKS. IN ADDITION, THE CENTER PROVIDES A CONTENT-RICH WEB SITE WITH A VARIETY OF FREE SEARCH TOOLS, TUTORIALS, DOWNLOADABLE REPORTS, AND OTHER INFORMATION UPDATED DAILY, INCLUDING PHILANTHROPY NEWS DIGEST, ITS DAILY NEWS SERVICE, AND PUBHUB, ITS SEARCHABLE ONLINE COLLECTION OF NEARLY 5,000 REPORTS PUBLISHED BY FOUNDATIONS AND NONPROFIT ORGANIZATIONS. IN 2010 THE CENTER'S WEBSITE HAD AN AVERAGE OF 55,000 VISITORS DAILY. THE CENTER ADDED INFORMATION ABOUT A VARIETY OF NEW ENTITIES TO ITS DATABASE IN 2010, MANY OF WHICH SUBSEQUENTLY APPEARED IN OUR FOUNDATION DIRECTORY ONLINE DATABASE AVAILABLE FOR FREE USE AT OUR FIVE REGIONAL LIBRARY/LEARNING CENTERS AND 450 COOPERATING COLLECTION SITES. THESE ADDITIONS INCLUDE 6,000+ FOUNDATIONS, 154,000 GRANTS, REPRESENTING $22.1 BILLION, 11,700 GRANTS RECIPIENTS (OF WHICH 3,000 WERE INTERNATIONAL), 730 GRANTMAKING PUBLIC CHARITIES AND 471 CORPORATE PROFILES. TO ENSURE THAT IT HAS THE MOST CURRENT AND ACCURATE DATA POSSIBLE, THE CENTER HAS UNDERTAKEN A MAJOR INITIATIVE TO ENCOURAGE MORE GRANTMAKERS TO SEND THEIR GRANTS LISTS IN AN ELECTRONIC FORMAT. BY YEAR-END 2010, THE NUMBER OF GRANTMAKERS REPORTING THEIR GRANTS TO THE CENTER ELECTRONICALLY (EGRANT REPORTERS) HAD INCREASED TO 587. DURING THE SECOND HALF OF THE YEAR, THE CENTER ALSO INCORPORATED THE GRANTSFIRE REPORTING FORMAT WITHIN ITS LARGER EGRANT REPORTING SYSTEM, PRESENTING IT AS A NEW REPORTING OPTION FOR GRANTMAKERS (HTTP://FOUNDATIONCENTER.ORG/GRANTMAKERS/HGRANT.HTML). GRANTSFIRE'S TECHNOLOGY ALLOWS RECENTLY PUBLISHED GRANTS INFORMATION TO BE PULLED DIRECTLY FROM GRANTMAKERS' WEB SITES OR FEEDS. THE DATA CAN THEN BE MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH AN API OR RSS FEED. GRANTSFIRE FACILITATES GRANT REPORTING FOR GRANTMAKERS AND INCREASES THE TIMELINESS AND ACCESSIBILITY OF GRANTS INFORMATION FOR ALL. ONE OF THE CENTER'S NEWER PRODUCTS, PHILANTHROPY IN/SIGHT, IS AN ONLINE DATA VISUALIZATION PLATFORM (HTTP://PHILANTHROPYINSIGHT.ORG), WHICH WAS RELEASED IN 2009 AND INCLUDES MAPS THAT DISPLAY GIVING GEOGRAPHICALLY BY COUNTRY, STATE, COUNTY, CITY, METRO AREA, CONGRESSIONAL DISTRICT, OR ZIP CODE. IN/SIGHT USERS CAN CHOOSE FROM OVER 1,100 AREAS OF INTEREST, AND CAN ASSESS FUNDING NEEDS AND IMPACT WITH A VARIETY OF DEMOGRAPHIC, SOCIO-ECONOMIC, AND OTHER DATA SETS. DEMOGRAPHIC AND THEMATIC DATA IN IN/SIGHT IS DRAWN FROM A VARIETY OF SOURCES, INCLUDING THE AMERICAN HUMAN DEVELOPMENT PROJECT OF THE SOCIAL SCIENCE RESEARCH COUNCIL AND THE U.S. CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY. DURING THE SECOND HALF OF 2010, THE CENTER ADDED TO THE DATA SETS IN IN/SIGHT APPROXIMATELY 50 WORLD DEVELOPMENT INDICATORS FROM THE WORLD BANK AND FOUR NEW DOMESTIC INDICATORS FOR ARTS AND CULTURE FROM THE URBAN INSTITUTE, AS WELL AS UPDATING ALL OF THE EXISTING DATA SETS IN IN/SIGHT WITH MORE CURRENT INFORMATION. THE CENTER RECEIVED FUNDING FROM THE J. P. MORGAN CHASE FOUNDATION AND THE CHARLES STEWART MOTT FOUNDATION TO CREATE PHILANTHROPY IN/SIGHT - EDUCATION EDITION, WHICH WAS RECENTLY MADE AVAILABLE TO EDUCATION FUNDERS. THE EDUCATION EDITION ALLOWS FOR OVERLAYS OF SCHOOL DISTRICT INFORMATION ON THE MAPS THAT USERS CREATE, AND ALSO ALLOWS USERS TO FILTER DATA BY RECIPIENT NAME. |
| PROGRAM SERVICES - LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES | FORM 990, PART III, LINE 4B | LIBRARY/LEARNING CENTERS AND OTHER PUBLIC SERVICES (EXPENSES $4,594,589 AND REVENUE $1,532,698) THE CENTER OPERATES PROFESSIONALLY STAFFED LIBRARY/LEARNING CENTERS IN FIVE LOCATIONS-NEW YORK CITY; WASHINGTON, DC; ATLANTA; CLEVELAND; AND SAN FRANCISCO-THAT OFFER FREE ACCESS TO INFORMATION RESOURCES AND EDUCATIONAL PROGRAMS. THE CENTER ALSO COORDINATES A NATIONWIDE NETWORK OF FUNDING INFORMATION CENTERS - 450 COOPERATING COLLECTIONS THAT OFFER FREE LOCAL ACCESS TO CORE CENTER RESOURCES AND TRAINING. BUILDING THE CAPACITY OF UNDER-RESOURCED NONPROFITS CONTINUED TO BE A PRIORITY FOR THE CENTER IN 2010, GIVEN THAT THE MAJORITY OF ITS FREE TRAINING AUDIENCE IS AFFILIATED WITH UNDER-RESOURCED NONPROFITS THAT ARE LARGELY RELYING ON ITS FREE TRAINING TO BUILD THEIR CAPACITY. IN ADDITION TO PROVIDING FREE CLASSROOM TRAINING VIA ITS LIBRARY/LEARNING CENTERS THE CENTER HELPS TO BUILD THE CAPACITY OF UNDER-RESOURCED NONPROFITS BY OFFERING FREE WEBINARS (HTTP://FOUNDATIONCENTER.ORG/GETSTARTED/TRAINING/WEBINARS/) AND E-LEARNING CLASSES (HTTP://FOUNDATIONCENTER.ORG/GETSTARTED/TRAINING/ONLINE/), A FREE MULTIMEDIA EVENTS ARCHIVE (HTTP://FOUNDATIONCENTER.ORG/EVENTS/ARCHIVE/) INCLUDING AUDIO AND/OR VIDEO RECORDINGS OF CENTER PROGRAMS AND PRESENTATIONS FEATURING NONPROFIT AND FOUNDATION LEADERS, OUR FREE "ASK US" E-MAIL AND LIVE-CHAT REFERENCE SERVICE (HTTP://FOUNDATIONCENTER.ORG/GETSTARTED/ASKUS/), AND OUR NEWLY INTRODUCED FREE TRAINING VIDEOS (HTTP://FOUNDATIONCENTER.ORG/GETSTARTED/TRAINING/VIDEO/GSB.HTML). IN 2010, FOR THE FIRST TIME, THE CENTER ALSO USED COVERITLIVE TO HOST LIVE Q&A SESSIONS WITH EXPERTS IMMEDIATELY FOLLOWING FOUR OF ITS WEBINARS-BEFORE YOU SEEK A GRANT, FINDING FOUNDATION SUPPORT FOR YOUR EDUCATION, INTRODUCTION TO FUNDRAISING PLANNING, AND GRANTSEEKING BASICS-AS WELL AS HOLDING A VIRTUAL Q&A SESSION ABOUT PURSUING CREDENTIALS FOR A CAREER IN FUNDRAISING. MORE THAN 31,000 GRANTSEEKERS PARTICIPATED IN THE CENTER'S REAL-TIME TRAINING SESSIONS IN THE CLASSROOM OR VIA WEBINAR IN 2010. RECORDINGS AND WEBINARS AVAILABLE IN THE CENTER'S EVENTS ARCHIVE WERE PLAYED A TOTAL OF MORE THAN 243,300 TIMES DURING THE CALENDAR YEAR. OTHER MAJOR LIBRARY/LEARNING CENTER ACCOMPLISHMENTS IN 2010 INCLUDE THE FOLLOWING: LAUNCHING GRANTSPACE - IN THE LAST QUARTER OF 2010, THE CENTER LAUNCHED GRANTSPACE (HTTP://GRANTSPACE.ORG), A STATE-OF-THE-ART, WEB 2.0 LEARNING PLATFORM ENABLING GRANTSEEKERS TO MORE EASILY FIND TRAINING TOOLS AND RESOURCES IN A NEARBY CLASSROOM AND ONLINE TO HELP THEM SUCCEED IN THEIR WORK. THE CENTER ORGANIZED THE TOOLS AND RESOURCES IN GRANTSPACE UNDER THE 13 MOST COMMON SUBJECT AREAS OF FUNDING RESEARCH-INCLUDING HEALTH, EDUCATION, THE ENVIRONMENT, AND THE ARTS-SO THAT VISITORS CAN EASILY ACCESS THE MOST RELEVANT SUBJECTS. VISITORS ARE ALSO OFFERED THE OPTION OF APPROACHING THE CONTENT BY FOCUSING ON A PARTICULAR SKILL THEY WANT TO SHARPEN, INCLUDING PROPOSAL WRITING, CORPORATE FUNDRAISING, AND COLLABORATION. WITHIN ONLY A FEW WEEKS OF ITS LAUNCH, GRANTSPACE GARNERED OVER 1,000 REGISTERED USERS; BY YEAR-END 2010, THAT NUMBER HAD SWELLED TO NEARLY 2,300. GRANTSPACE OFFERINGS INCLUDE: - FREE AND FEE-BASED E-LEARNING AND WEBINAR TRAINING COURSES - PODCASTS AND VIDEO RECORDINGS OF ON-SITE FOUNDATION CENTER PRESENTATIONS - A COMPREHENSIVE CALENDAR LISTING OF ALL UPCOMING FOUNDATION CENTER TRAINING OPPORTUNITIES IN CLASSROOMS AROUND THE COUNTRY AND ONLINE - A SEARCH ENGINE THAT HELPS VISITORS FIND THE CLOSEST FOUNDATION CENTER LIBRARY/LEARNING CENTER OR COOPERATING COLLECTION BY ZIP CODE - ANSWERS TO FAQS COMPILED IN AN EXTENSIVE KNOWLEDGE BASE - A SAMPLE DOCUMENTS "WIKI" CONTAINING PROPOSALS, COVER LETTERS, BUDGETS, AND OTHER IMPORTANT RESOURCES - ACCESS POINTS TO OUR "ASK US" E-MAIL AND CHAT SERVICES THAT PROVIDE EXPERT ASSISTANCE TO VISITORS - PUBLISHED REPORTS, STATISTICS, AND NEWS STORIES FOCUSED ON SPECIFIC FIELDS OF INTEREST FROM OUR PUBHUB - REQUESTS FOR PROPOSALS (RFPS) - NONPROFIT SECTOR JOB LISTINGS - SOCIAL NETWORKING CAPABILITIES TO ALLOW GRANTSEEKERS TO SHARE INFORMATION AND LEARN FROM EACH OTHER EXPANDING THE NETWORK OF COOPERATING COLLECTIONS - THE CENTER HAS CONTINUED ITS WORK TO GROW ITS NETWORK OF COOPERATING COLLECTIONS, WHICH SERVE AS CENTRAL HUBS FOR LOCAL OUTREACH AND ARE A PRIMARY MEANS OF ENSURING FREE LOCAL ACCESS TO CORE CENTER TOOLS AND RESOURCES. THE COLLECTIONS PROVIDE ACCESS TO POWERFUL ONLINE DATABASES, SUCH AS THE FOUNDATION DIRECTORY ONLINE PROFESSIONAL AND FOUNDATION GRANTS TO INDIVIDUALS ONLINE; GRANTSEEKING TRAINING CLASSES; ACCESS TO A CORE COLLECTION OF ONLINE AND PRINT PUBLICATIONS RELATED TO FUNDRAISING AND NONPROFIT MANAGEMENT; AND ONE-ON-ONE REFERENCE HELP AND ASSISTANCE IN THE USE OF THESE RESOURCES. BY YEAR-END 2010, THE COLLECTION NETWORK HAD EXPANDED TO 450 SITES, INCLUDING COLLECTIONS IN CHINA, MEXICO, THAILAND, AUSTRALIA, NIGERIA, BRAZIL, AND SOUTH KOREA. MAKING AWARDS FROM OUR SCHOLARSHIP FUNDS - THE CENTER RECENTLY CREATED A NATIONAL SCHOLARSHIP FUND-IN ADDITION TO THE REGIONAL SCHOLARSHIPS AVAILABLE THROUGH ITS REGIONAL LIBRARY/LEARNING CENTERS TO HELP STAFF AND VOLUNTEERS OF SMALL, LOW-BUDGET NONPROFITS WORKING WITH UNDERSERVED AUDIENCES TO TAKE PART IN OUR IN-DEPTH, FEE-BASED COURSES ON GRANTSEEKING AND NONPROFIT MANAGEMENT. (THESE FULL-DAY COURSES SUPPLEMENT OUR FREE CLASSES AND FREE ONLINE TUTORIALS.) WE AWARDED A TOTAL OF 93 SCHOLARSHIPS FROM THE NATIONAL FUND DURING CALENDAR YEAR 2010, AND COLLECTIVELY THE REGIONAL SCHOLARSHIPS PROGRAM ENABLED 142 SMALL AND UNDER-RESOURCED NONPROFITS TO PARTICIPATE IN OUR FEE-BASED TRAINING SESSIONS. LAUNCHING NEW EDUCATIONAL PROGRAMS - THE CENTER LAUNCHED TWO NEW FEE-BASED COURSES IN 2010-"AFTER THE GRANT" COURSE BASED ON THE CENTER'S BOOK OF THE SAME NAME FOCUSING ON BEST PRACTICES IN GRANT STEWARDSHIP, AND "BUILDING A SUSTAINABLE NONPROFIT ORGANIZATION" COURSE, CREATED FOR NONPROFIT LEADERS. PROVIDING CAPACITY-BUILDING RESOURCES FOR ARTS ORGANIZATIONS - OCTOBER 2010 WAS FOCUS ON FUNDING FOR THE ARTS MONTH, WHICH OFFERED A VARIETY OF RESOURCES AND PROGRAMMING OF VALUE TO GRANTSEEKERS AND GRANTMAKERS IN THE ARTS. THROUGHOUT THE MONTH, THE CENTER PRESENTED CLASSES AND PROGRAMS IN ITS LIBRARY/LEARNING CENTERS, ISSUED SPECIAL E-NEWSLETTERS WITH RESOURCES, NEWS, RESEARCH, AND PROGRAMMING FOR PEOPLE INTERESTED IN THE ARTS, AND ADDED CONTENT TO THE DESIGNATED AREA OF ITS WEB SITE, "FOCUS ON FUNDING FOR ARTS" (HTTP://FOUNDATIONCENTER.ORG/FOCUS/ARTS/). FREE RESOURCES INCLUDED LINKS TO PODCASTS AND RECORDED PROGRAMS IN OUR ONLINE EVENTS ARCHIVE. THIS "FOCUS ON" AREA ALSO OFFERS INTERACTIVE MAPS AND CHARTS THAT DISPLAY THE GEOGRAPHIC LOCATIONS AND AGGREGATE GIVING OF GRANTMAKERS SUPPORTING THE ARTS; NEWS COVERAGE, BOOK REVIEWS, AND RFP LISTINGS FROM THE CENTER'S PHILANTHROPY NEWS DIGEST; AND LINKS TO ONLINE REPORTS ON THE ARTS PUBLISHED BY FOUNDATIONS AND NONPROFIT ORGANIZATIONS, AVAILABLE THROUGH THE CENTER'S PUBHUB CATALOG. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS | FORM 990, PART III, LINE 4C | RESEARCH AND OTHER PROGRAMS (EXPENSES $1,899,344 AND REVENUE $306,234) THE CENTER CONDUCTS RESEARCH AND PUBLISHES REPORTS ON THE GROWTH OF THE FOUNDATION FIELD AND ON TRENDS IN FOUNDATION SUPPORT OF THE NONPROFIT SECTOR, INCLUDING THE ANNUAL FOUNDATIONS TODAY SERIES. TO MAXIMIZE THE IMPACT OF ITS RESEARCH, IT HOSTS BRIEFINGS AND PANELS TO DISCUSS KEY FINDINGS, AND "SPREADS THE WORD" THROUGH SOCIAL MEDIA. TO MAKE KNOWLEDGE ACCESSIBLE TO ALL, IT MAKES ITS FULL REPORTS OR HIGHLIGHTS FROM THEM AVAILABLE FOR FREE DOWNLOAD AT ITS WEB SITE. SPECIAL EFFORTS IN RESEARCH AND OTHER PROGRAMS IN 2010 INCLUDE THE FOLLOWING: PUBLISHING INTERNATIONAL GRANTMAKING UPDATE: A SNAPSHOT OF U.S. FOUNDATION TRENDS - DURING 2010, THE CENTER PARTNERED WITH THE COUNCIL ON FOUNDATIONS TO PUBLISH A REPORT ON FOUNDATION GIVING FOR INTERNATIONAL PURPOSES. INTERNATIONAL GRANTMAKING UPDATE: A SNAPSHOT OF U.S. FOUNDATION TRENDS (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/INTL_UPDATE_2010.P DF) EXAMINES CHANGES IN GIVING FOR BOTH OVERSEAS RECIPIENTS AND U.S.-BASED INTERNATIONAL PROGRAMS THROUGH 2009, AND DOCUMENTS TRENDS THROUGH 2008. RELEASING NEW RESEARCH ON SOCIAL JUSTICE GRANTMAKING - IN 2009, THE CENTER RELEASED SOCIAL JUSTICE GRANTMAKING II, ITS BENCHMARKING STUDY OF SOCIAL JUSTICE GRANTMAKING, WHICH PROVIDES AN IN-DEPTH LOOK AT CURRENT ATTITUDES AND GIVING PATTERNS OF SOCIAL JUSTICE PHILANTHROPISTS. EARLY IN 2010, THE CENTER UPDATED THE STATISTICS INCLUDED IN SOCIAL JUSTICE GRANTMAKING II AND DISSEMINATED THEM IN THE FORM OF A BRIEF REPORT, KEY FACTS ON SOCIAL JUSTICE GRANTMAKING (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/KEYFACTS_SOCIAL_20 10.PDF), WHICH IT PRESENTED AT THE COUNCIL ON FOUNDATIONS' ANNUAL CONFERENCE IN DENVER. UTILIZING THE GRANTMAKER LEADERSHIP PANEL - IN LATE 2009, THE CENTER FORMED A GRANTMAKER LEADERSHIP PANEL, A STANDING PANEL OF 225 CHIEF EXECUTIVES AT LEADING U.S. FOUNDATIONS WHO HAVE AGREED TO PARTICIPATE IN RAPID WEB-BASED SURVEYS TO ENGENDER DISCUSSION AND DEBATE ON EMERGING ISSUES FACING THE FIELD. EARLY IN 2010, THE CENTER BEGAN A SERIES OF REPORTS ON TOPICS INFORMED BY THIS PANEL, TAPPING THEIR EXPERTISE TO PROVIDE REAL-TIME INSIGHT AND INFORMATION ON CURRENT EVENTS. THE CENTER DEPLOYED THE FIRST OF THESE SURVEYS IMMEDIATELY FOLLOWING THE EARTHQUAKE IN HAITI TO GAUGE GRANTMAKER RESPONSE, AND POSTED THE RESULTS ON ITS WEB SITE WITHIN A WEEK (HTTP://FOUNDATIONCENTER.ORG/FOCUS/HAITI/). CONTINUING ITS DIVERSITY WORK - IN THE FALL OF 2009, THE CENTER CONVENED A DIVERSITY METRICS FORUM OF RESEARCHERS AND REPRESENTATIVES OF FOUNDATIONS AND PHILANTHROPIC INFRASTRUCTURE ORGANIZATIONS WITH A STAKE IN THE DEVELOPMENT OF A SYSTEM TO COLLECT DATA ON DIVERSITY IN PHILANTHROPY. PROCEEDINGS WERE PUBLISHED IN APRIL 2010 (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/DIVERSITY2010.PDF) . AS A RESULT OF THE MEETING, A DIVERSITY METRICS LISTSERV HAS BEEN SET UP TO FACILITATE COMMUNICATIONS AMONG THESE STAKEHOLDERS, AND THREE SUB-COMMITTEES HAVE BEEN FORMED TO DEVELOP RECOMMENDATIONS FOR DATA COLLECTION REGARDING FOUNDATIONS, NONPROFIT ORGANIZATIONS, AND POPULATIONS SERVED BY GRANTMAKERS AND NONPROFIT ORGANIZATIONS. RELEASING FOUNDATION LEADERS DIVIDED ON LEGISLATION: SUPPORTIVE OF FIELD-BUILDING EFFORTS - IN OCTOBER 2010, THE CENTER RELEASED A RESEARCH ADVISORY, FOUNDATION LEADERS DIVIDED ON LEGISLATION: SUPPORTIVE OF FIELD-BUILDING EFFORTS, BASED ON A SURVEY OF OUR GRANTMAKER LEADERSHIP PANEL COMPOSED OF CEOS OF AMERICA'S TOP FOUNDATIONS THAT HAVE AGREED TO RESPOND TO RAPID-FIRE SURVEYS ON TOPICS OF IMPORTANCE TO PHILANTHROPY. THE REPORT DOCUMENTS THIS GROUP'S OPINIONS ON RECENT LEGISLATIVE EFFORTS IN CALIFORNIA AND FLORIDA REGARDING THE PUBLIC DISCLOSURE OF PRIVATE FOUNDATION PRACTICES RELATED TO DIVERSITY. IT ALSO GAUGES THE SURVEYED LEADERS' OPINIONS ON THREE FIELD-BUILDING INITIATIVES AND TWO PUBLISHED REPORTS ON PHILANTHROPIC PRACTICE (FREE REPORT AVAILABLE AT: HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/GLP_LEGISLATION.PDF ). PUBLISHING GRANTMAKING TO COMMUNITIES OF COLOR IN OREGON - IN DECEMBER 2010, THE CENTER PUBLISHED GRANTMAKING TO COMMUNITIES OF COLOR IN OREGON WITH GRANTMAKERS OF OREGON AND SOUTHWEST WASHINGTON, WHICH ADDS TO OUR PREVIOUS RESEARCH STUDIES ON DIVERSITY IN PHILANTHROPY IN CALIFORNIA AND NEW YORK (REPORT FREELY AVAILABLE AT HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/OREGON2010.PDF). ISSUING A NEW ECONOMIC CRISIS RESEARCH ADVISORY - IN NOVEMBER 2010, THE CENTER PUBLISHED MOVING BEYOND THE ECONOMIC CRISIS: FOUNDATIONS ASSESS THE IMPACT AND THEIR RESPONSE (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/RESEARCHADVISORY_E CONOMY_201011.PDF). ITS FINDINGS INDICATE THAT AFTER A DISMAL YEAR IN 2009, FOUNDATION GIVING HAS STABILIZED IN 2010 AND IS POISED FOR MODEST OVERALL GROWTH IN 2011. AT THE SAME TIME, IT MAY BE YEARS BEFORE GIVING RETURNS TO THE PEAK LEVEL RECORDED IN 2008. THE ADVISORY ALSO POINTS OUT THAT AMONG THE FOUNDATIONS THAT MADE CHANGES TO OPERATIONS OR GRANTMAKING PRIORITIES AS A RESULT OF THE WEAK ECONOMY, FEW EXPECT THOSE CHANGES TO PERSIST OVER THE LONG TERM. INTRODUCING TOOLS AND RESOURCES FOR ASSESSING SOCIAL IMPACT (TRASI) - THIS PAST FALL, THE CENTER SUCCESSFULLY LAUNCHED TRASI (TOOLS AND RESOURCES FOR ASSESSING SOCIAL IMPACT), AN ONLINE DATABASE OF PROVEN APPROACHES TO MEASURING AND ANALYZING THE IMPACT OF SOCIAL INVESTMENTS (HTTP://TRASI.FOUNDATIONCENTER.ORG). DEVELOPED IN PARTNERSHIP WITH MCKINSEY & CO., THE ASSESSMENT APPROACHES IN TRASI WERE AUTHORED BY A RANGE OF ORGANIZATIONS, INCLUDING SOCIAL INVESTORS, FOUNDATIONS, NGOS, AND MICROFINANCE INSTITUTIONS. THE RESOURCES IN THE DATABASE RANGE FROM OFF-THE-SHELF TOOLS AND CONCRETE METHODOLOGIES TO GENERALIZED BEST PRACTICES AND ARE COMPLEMENTED BY MULTIMEDIA FEATURES AND SOCIAL NETWORKING TOOLS. SINCE ITS LAUNCH, 205 COMMUNITY MEMBERS SIGNED UP ON TRASI'S COMMUNITY PAGE (HTTP://TRASICOMMUNITY.NING.COM/), AND THE SITE HAS RECEIVED OVER 42,000 PAGE VIEWS. SHARING LESSONS LEARNED FROM THE FIRST ROUND OF "RACE TO THE TOP" - IN 2010 THE CENTER CONDUCTED INTERVIEWS WITH FOUNDATION STAFF, EDUCATION CONSULTANTS, AND GOVERNMENT LEADERS ABOUT LESSONS THEY LEARNED AND CHALLENGES THEY FACED IN THE FIRST ROUND OF THE U.S. DEPARTMENT OF EDUCATION'S "RACE TO THE TOP" EDUCATION REFORM COMPETITION. AN ANALYSIS OF THESE INTERVIEWS IS PRESENTED IN THE CENTER'S NEW REPORT, RACE TO THE TOP: WHAT GRANTMAKERS CAN LEARN FROM THE FIRST ROUND (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/RTT.PDF), PRODUCED UNDER THE AUSPICES OF THE FOUNDATION CENTER'S "FOUNDATIONS FOR EDUCATION EXCELLENCE" INITIATIVE TO HELP FOUNDATIONS ASSESS AREAS OF NEED, SHARE BEST PRACTICES, AND FORGE STRATEGIC ALLIANCES IN SUPPORT OF THE AMERICAN RECOVERY AND REINVESTMENT ACT (ARRA)'S SIX EDUCATION REFORM GOALS. RESOURCES MADE AVAILABLE BY THE CENTER THROUGH THIS INITIATIVE ARE GATHERED IN A SPECIAL WEB PORTAL (HTTP://FOUNDATIONCENTER.ORG/EDUCATIONEXCELLENCE/) CREATED WITH SUPPORT FROM THE CHARLES STEWART MOTT FOUNDATION AND IN COLLABORATION WITH THE U.S. DEPARTMENT OF EDUCATION. |
| PROGRAM SERVICES - RESEARCH AND OTHER PROGRAMS (CONTINUED) | FORM 990, PART III, LINE 4C | RELEASING FIRST-EVER REPORT ON PUBLIC POLICY GRANTMAKING - THE CENTER'S 2010 RESEARCH STUDY, KEY FACTS ON FOUNDATIONS' PUBLIC POLICY-RELATED GRANTMAKING (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/KEYFACTS_PUBLICPOL ICY_2010.PDF) IS THE FIRST OF ITS KIND TO BENCHMARK OVERALL LEVELS OF U.S. FOUNDATION ENGAGEMENT IN PUBLIC POLICY-RELATED ACTIVITIES. THE REPORT FINDS THAT ONE-QUARTER OF THE MORE THAN 1,300 LARGE FOUNDATIONS THAT RESPONDED TO A SURVEY EITHER FUND OR ARE ENGAGED IN SUCH ACTIVITIES, WITH LARGER FOUNDATIONS FAR MORE LIKELY TO PARTICIPATE THAN SMALLER ONES. IN FACT, MORE THAN HALF OF THOSE WHO ENGAGE IN PUBLIC POLICY-RELATED ACTIVITIES INCREASED THEIR LEVELS OF SUPPORT OVER THE LAST FIVE YEARS. STUDYING FOUNDATION LEADERS' USE OF SOCIAL MEDIA - THE CENTER'S GRANTMAKER LEADERSHIP PANEL DRAWS UPON THE EXPERTISE OF CHIEF EXECUTIVES AT LEADING U.S. FOUNDATIONS ON CRITICAL ISSUES OF INTEREST TO THE SECTOR. OUR RECENT SURVEY OF THE PANEL FOUND THAT ABOUT ONE-THIRD OF THE CEOS SURVEYED REGULARLY USE FACEBOOK OR READ BLOGS, AND ONLY SIX PERCENT USE TWITTER. OUR SEPTEMBER 2010 REPORT, ARE FOUNDATION LEADERS USING SOCIAL MEDIA? (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/RESEARCH/PDF/SOCIAL_MEDIA.PDF), DOCUMENTS THE USE OF SOCIAL MEDIA TOOLS BY THIS GROUP AND HIGHLIGHTS ACTIVITIES OF TWO "POWER USERS" IN THE FIELD. INTRODUCTION OF COLLABORATION RESOURCES FOR NONPROFITS - IN THE VOLATILE ECONOMIC CLIMATE, WHEN RESOURCES HAVE BEEN ESPECIALLY SCARCE, NONPROFITS CAN OFTEN ACHIEVE THEIR MISSIONS MORE EFFECTIVELY THROUGH MERGERS, JOINT PROGRAMMING, AND OTHER FORMS OF COLLABORATION. IN MAY 2010, IN PARTNERSHIP WITH THE LODESTAR FOUNDATION, THE NONPROFIT COLLABORATION DATABASE-WHICH PROVIDES MODELS AND BEST PRACTICES OF EXCEPTIONAL NONPROFIT COLLABORATION EFFORTS DRAWN FROM PROJECTS PRESENTED FOR CONSIDERATION FOR THE 2009 COLLABORATION PRIZE-WAS LAUNCHED ON THE CENTER'S WEB SITE (HTTP://COLLABORATION.FOUNDATIONCENTER.ORG/SEARCH/SEARCHGENERATOR.PHP), WHICH IS SERVING AS ITS NEW HOME. THE DATABASE IS PART OF A LARGER "NONPROFIT COLLABORATION RESOURCES" PORTAL (HTTP://FOUNDATIONCENTER.ORG/GAINKNOWLEDGE/COLLABORATION/) DEVELOPED BY THE CENTER TO CONTEXTUALIZE THE DATABASE AND TO PROVIDE ADDED VALUE FOR ITS USERS. THIS PORTAL OFFERS FREE VIDEOS AND PODCASTS, LITERATURE FROM THE NONPROFIT SECTOR, CASE STUDIES, AND FAQS FOCUSED ON THE TOPICS OF COLLABORATIONS, MERGERS, AND JOINT PROGRAMMING. AT THE TIME OF LAUNCH, THE DATABASE CONTAINED FULLY-SEARCHABLE, DETAILED INFORMATION ABOUT MORE THAN 250 COLLABORATIONS NOMINATED FOR THE 2009 PRIZE. INTRODUCING OUR GLASSPOCKETS TRANSPARENCY TOOL - GLASSPOCKETS, THE CENTER'S FLAGSHIP TRANSPARENCY WEB PORTAL (GLASSPOCKETS.ORG) IS THE MAINSTAY OF THE CENTER'S EFFORTS TO GALVANIZE A TRANSPARENCY MOVEMENT WITHIN PHILANTHROPY. LAUNCHED EARLY IN 2010 AND GENERATING OVER 26,000 VISITS BY YEAR-END, THE SITE'S RICH CONTENT IS ORGANIZED ACCORDING TO THREE BASIC CATEGORIES: FACTS ABOUT PHILANTHROPY, PHILANTHROPY AT WORK, AND LOOKING INSIDE FOUNDATIONS. AS SUCH IT PROVIDES BASIC INFORMATION ABOUT THE ENTIRE FIELD, GIVES CLEAR EXAMPLES OF THE RELEVANCY OF FOUNDATIONS' WORK TO THE CHALLENGES OF OUR TIME, AND INCLUDES A RANGE OF TOOLS THAT IDENTIFY BEST PRACTICES AMONG FOUNDATIONS IN PROMOTING TRANSPARENCY IN THE DIGITAL AGE. THE CENTER ADDED FEATURES THROUGHOUT THE YEAR, INCLUDING MORE PROFILES ON "WHO HAS GLASSPOCKETS"; AN INTERACTIVE "FOUNDATION TIME SLIDER" FEATURE THAT ENABLES USERS TO CLEARLY SEE THE GROWTH OF FOUNDATIONS IN NUMBER, ASSETS, AND GIVING FROM 1975 TO 2008; AND GRANTSFIRE GRANT FEEDS. IN DECEMBER 2010, THE CENTER LAUNCHED A NEW BLOG ON THE SITE, TRANSPARENCY TALK. (HTTP://BLOG.GLASSPOCKETS.ORG/), AND A METRO AREA FUNDING MAP THAT VISUALIZES FOUNDATION GIVING BASED ON GRANTEE AND GRANTMAKER LOCATION FOR SELECTED METROPOLITAN AREAS (HTTP://WWW.GLASSPOCKETS.ORG/FACTS/METROMAP.HTML). ADVANCING A MORE GLOBAL VIEW OF PHILANTHROPY - THE CENTER HAS MADE MUCH PROGRESS TOWARDS ITS GOAL OF ADVANCING A MORE GLOBAL VIEW OF PHILANTHROPY, INCLUDING ADVANCING INTERNATIONAL PARTNERSHIPS AND MORE EFFECTIVELY MEETING THE CHALLENGE OF CAPTURING DATA ON GIVING BY NON-U.S. FOUNDATIONS. OVER THE COURSE OF 2010, IN ADDITION TO DEVELOPING THE RESEARCH PLATFORM FOR THE GLOBAL PHILANTHROPY FORUM'S 2010 CONFERENCE (HTTP://FOUNDATIONCENTER.ORG/GPF/) THE CENTER CONTINUED TO DEVELOP COLLABORATIVE RELATIONSHIPS WITH GROUPS LIKE THE EUROPEAN FOUNDATION CENTER (EFC), THE BRAZILIAN GRUPO DE INSTITUTOS, FUNDACOES E EMPRESAS (GIFE), THE MEXICAN CENTER ON PHILANTHROPY (CEMEFI), THE AVINA FOUNDATION (LATIN AMERICA), THE ARAB FOUNDATION FORUM, THE AFRICA GRANTMAKERS NETWORK, WORLDWIDE INITIATIVES FOR GRANTMAKER SUPPORT (WINGS), THE NEWLY FORMED CHINA FOUNDATION CENTER (WWW.FOUNDATIONCENTER.ORG.CN) AND OTHERS. DURING 2010, THE CENTER ADDED PROFILES FOR MORE THAN 2,000 NON-U.S. FOUNDATIONS AND 300 NON-U.S. CORPORATE GIVING PROGRAMS TO ITS DATABASE. |
| LOCAL CHAPTERS, BRANCHES, OR AFFILIATES | FORM 990, PART VI, LINE 10A | THE CENTER MAINTAINS AND OPERATES A NETWORK OF 5 PROFESSIONALLY-STAFFED LIBRARY/LEARNING CENTERS IN NY, SAN FRANCISCO, WASHINGTON D.C., CLEVELAND AND ATLANTA. THESE ARE UNINCORPORATED DIVISIONS THAT HAVE THE SAME TAX ID NUMBER AS THE CENTER. THE LIBRARY/LEARNING CENTERS ARE GOVERNED BY THE SAME WRITTEN POLICIES AND PROCEDURES AS THE CENTER TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THOSE OF THE CENTER'S. |
| FORM 990 REVIEW | FORM 990, PART VI, LINE 11B | THE CENTER'S FORM 990 IS PREPARED BY THE ACCOUNTING MANAGER UNDER THE DIRECT SUPERVISION OF THE CONTROLLER AND THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION THOROUGHLY REVIEWS THE RETURN. THE DRAFT FORM 990 IS THEN REVIEWED BY MEMBERS OF THE TAX DEPARTMENT OF THE CENTER'S INDEPENDENT ACCOUNTING FIRM, KPMG LLP, AND THEN BY EACH OF THE ORGANIZATION'S OFFICERS. SUBSEQUENTLY, THE AUDIT COMMITTEE OF THE CENTER'S BOARD OF TRUSTEES AND THE FULL BOARD REVIEWS THE RETURN. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C | A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS OBTAINED ANNUALLY FROM ALL TRUSTEES, SENIOR STAFF, AND OTHER KEY EMPLOYEES WHO ARE CURRENTLY SERVING THE CENTER. A REPORT SUMMARIZING THE DISCLOSURE STATEMENTS IS PROVIDED TO THE BOARD OF TRUSTEES ANNUALLY. IT IS THE CENTER'S POLICY THAT IN THE EVENT OF A CONFLICT THE FOLLOWING IS DONE: IF THERE IS A CONFLICT RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES, AND THE TRUSTEE CONCERNED SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES OR ITS COMMITTEE, EXCLUDING FROM THE ROOM AND THE VOTE THE PERSON WHOSE SITUATION WILL BE DISCUSSED. WHEN A CONFLICT OF INTEREST ARISES FOR ANY STAFF MEMBER EXCEPT THE PRESIDENT, THAT STAFF MEMBER SHALL REPORT IT TO THE PRESIDENT IN WRITING. A CONFLICT OF INTEREST RELATING TO THE PRESIDENT SHALL BE REPORTED IN WRITING TO THE CHAIRMAN OF THE BOARD. |
| COMPENSATION | FORM 990, PART VI, LINES 15A AND 15B | THE CENTER'S BOARD OF TRUSTEES, CONSISTING OF INDEPENDENT PERSONS, ESTABLISHES COMPENSATION FOR THE CEO AND COO AND REVIEWS THE COMPENSATION FOR OTHER OFFICERS AND VICE PRESIDENTS ON AN ANNUAL BASIS. PRIOR TO MAKING COMPENSATION DECISIONS, THE BOARD, THROUGH THE USE OF AN INDEPENDENT CONSULTANT, OBTAINS INFORMATION ON THE COMPENSATION OF FUNCTIONALLY COMPARABLE POSITIONS FOR SIMILARLY QUALIFIED PERSONS AT SIMILARLY SITUATED ORGANIZATIONS AND/OR BENCHMARK SALARIES FOR SELECT POSITIONS OBTAINED FROM SALARY SURVEYS. DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS MADE ARE MAINTAINED IN THE MINUTES IN THE CORPORATE SECRETARY'S OFFICE. THE COMPARABILITY DATA FOR THE COMPENSATION OF THE CEO IS REVIEWED ANNUALLY AND THAT OF THE OTHER OFFICERS AND SENIOR STAFF IS REVIEWED EVERY FEW YEARS. A FULL INDEPENDENT COMPENSATION REVIEW FOR ALL EXECUTIVES AND OTHER SELECTED STAFF WAS PERFORMED IN 2010. |
| AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 | THE CENTER'S ANNUAL REPORT FOR THE PAST FOUR YEARS, WHICH INCLUDES OUR AUDITED FINANCIAL STATEMENTS, IS POSTED ON ITS WEBSITE AND IS DOWNLOADABLE. IN ADDITION, GOVERNANCE AND STAFFING POLICIES ARE POSTED, INCLUDING THE CODE OF CONDUCT (WHICH INCLUDES THE CONFLICT OF INTEREST POLICY), DIVERSITY STATEMENT AND THE EXECUTIVE COMPENSATION POLICY. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | AS OF DECEMBER 31, 2010, THE $631,915 IN OTHER CHANGES IN NET ASSETS CONSISTS OF $829,557 NET UNREALIZED INVESTMENT GAINS FOR THE CURRENT YEAR OFFSET BY AN ACTUARIAL LOSS OF $197,642, WHICH REPRESENTS PENSION AND POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC BENEFIT COST. |
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