Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 65,232,759 | 49,937,264 | 142,885,956 | 172,579,474 | 108,915,463 | 539,550,916 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 65,232,759 | 49,937,264 | 142,885,956 | 172,579,474 | 108,915,463 | 539,550,916 |
| 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).. | 32,026,628 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 507,524,288 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 65,232,759 | 49,937,264 | 142,885,956 | 172,579,474 | 108,915,463 | 539,550,916 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 68,423 | 60,308 | 159,457 | 388,177 | 4,110,980 | 4,787,345 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 5,329,830 | 2,464,256 | 4,419,621 | 5,107,819 | 2,007,248 | 19,328,774 |
| 11 | Total support. Add lines 7 through 10. | 563,667,035 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINES 4A-D | The Clinton Foundation works to improve global health and wellness, increase opportunity for girls and women, reduce childhood obesity, create economic opportunity and growth, and help communities address the effects of climate change by implementing programs, facilitating opportunities and forming creative partnerships. To accomplish its goals through measurable results, the Clinton Foundation has established separate initiatives, with distinct approaches and missions. Each initiative reflects the Clinton Foundations vision and overall goals. The initiatives are as follows: - The Alliance for a Healthier Generation (Alliance), an affiliated entity, founded by the Clinton Foundation and the American Heart Association, empowers kids to develop lifelong, healthy habits, by ensuring the environments that surround them provide and promote good health. In 2015, among other accomplishments, the Alliance enrolled more than 4,000 schools in its healthy schools program, helping reach an additional 2 million students. By the end of 2015, the Alliances Healthy Schools Program was supporting more than 18 million students by improving physical education, health education, child nutrition, and staff wellness policies and programs in more than 31,000 schools. - THE CLINTON CLIMATE INITIATIVE (CCI) COLLABORATES WITH GOVERNMENTS AND PARTNERS TO INCREASE THE RESILIENCY OF COMMUNITIES FACING CLIMATE CHANGE BY CREATING AND IMPLEMENTING REPLICABLE AND SUSTAINABLE MODELS THAT FOSTER CROSS-SECTOR COLLABORATIONS. CCI'S APPROACH ADDRESSES MAJOR SOURCES OF GREENHOUSE GAS EMISSIONS BY BRINGING TOGETHER RELEVANT PARTNERS, WHILE ALSO SAVING MONEY FOR INDIVIDUALS AND GOVERNMENTS AND GROWING ECONOMIES. BY END OF 2015, AMONG OTHER ACCOMPLISHMENTS, CCI'S SLEEK PROGRAM IN KENYA DIGITIZED OVER 1.8 MILLION CLIMATE RECORDS, HELPING ENHANCE THE GOVERNMENT'S CAPACITY TO PROVIDE RELEVANT INFORMATION ON IMPORTANT AREAS INCLUDING CLIMATE, LAND RESTORATION AND AGRICULTURE. - The Clinton Development Initiative (CDI) develops and operates agribusiness projects that empower smallholder farmers to increase their economic potential. In Malawi, Tanzania, and Rwanda, CDI integrates commercial farms with outreach to smallholder farmers to increase access and allow them to participate equitably in local markets. CDIs model puts farmers first by providing them training, as well as increasing their access to inputs to improve their crop yields and increase their incomes. In 2015, among other accomplishments, CDI partnered with more than 56,000 neighboring smallholder farmers in Malawi 57% of whom are female - providing them with access to quality inputs for maize and soya production as well as training and market access. - The Clinton Foundation has been actively engaged in Haiti since 2009, focusing on economic diversification, private sector investment, and job creation in order to create long-term, sustainable economic development. Since 2010, the Clinton Foundation has raised a total of more than $30 million for Haiti, including relief funds as well as funds focused on sustainable development, education, and capacity building programs. The Clinton Foundation continues to concentrate on creating sustainable economic growth in five priority sectors including energy, tourism, agriculture, environment, and artisans/manufacturing, where it works to develop new markets for Haitian products; to engage international companies and investors; and to strengthen local organizations, entrepreneurs, and businesses. In 2015, among other accomplishments, the Clinton Foundation provided support to Fonkoze, Haitis foremost microfinance institution, with a grant to fund adult and business literacy training for 1,200 people, over 90% of whom are women. - The Clinton Giustra Enterprise Partnership (CGEP) is pioneering an innovative approach to poverty alleviation at scale. CGEP creates, operates, and scales social businesses to generate both social impact and financial returns by addressing existing market gaps in developing countries supply or distribution chains. CGEP provides underserved communities access to markets, livelihoods, training, finance, and technology by incorporating individuals into one of three market-driven businesses farmer services and aggregation, inclusive distribution, and vocational training. In 2015, among other accomplishments, CGEP trained more than 1,000 female entrepreneurs in Peru and provided the resources and tools for them to become successful last-mile entrepreneurs through their inclusive distribution business. - The Clinton Global Initiatives (CGI) mission is to inspire, connect, and empower solutions to the worlds most pressing challenges. CGI convenes leaders from the private sector, public sector, and civil society to drive action through its unique model. Rather than directly implementing projects, CGI helps its members turn ideas into action through impactful and measurable Commitments to Action within nine tracks, each representing a topical global challenge or strategic approach. To support the development of commitments year-round, CGI facilitates conversations, provides opportunities to identify partners, and communicates the results of the work. In 2015, among other accomplishments, more than 250 Commitments to Action were made by CGI members and are expected to have a positive impact on the lives of more than 15 million people. - The Clinton Health Matters Initiative (CHMI) works to improve the health and well-being of people across the U.S. by activating individuals, communities, and organizations to make meaningful contributions to the health of others. By building strategic partnerships and working across sectors, CHMI works to reduce the prevalence of preventable health outcomes and close health inequity and disparity gaps by improving access to key contributors to health for all people. In 2015, among other accomplishments, and in addition to its national efforts to reduce health disparities, CHMI implemented its Community Health Transformation program in five communities across the United States, seeking to improve the health outcomes of approximately 8 million local residents. - The William J. Clinton Presidential Center and Park is the home of the Little Rock offices of the Clinton Foundation, the Clinton Presidential Library and Museum, and the Clinton School of Public Service, the first institution in the nation to offer a Master of Public Service (MPS) degree. The Clinton Center is a world-class educational and cultural venue offering a variety of educational programs, special events, exhibitions, and lectures, presenting a unique perspective of the work past, present, and future of the 42nd President of the United States, William Jefferson Clinton. By the end of 2015, among other accomplishments, the Center had welcomed more than 3.8 million visitors from around the world since opening in 2004. In 2015, 260 Clinton Presidential Center (CPC) volunteers contributed more than 54,140 hours with an in-kind financial commitment of over $1,275,500. - No Ceilings: The Full Participation Project is an initiative of the Clinton Foundation which aims to advance the full participation of girls and women around the world. Through a data-driven analysis on gender equality, an in-depth conversation series, innovative partnerships, and CGI commitments, No Ceilings builds an evidence-based case to chart the path forward for the full participation of girls and women in the 21st century. In 2015, among other accomplishments, No Ceilings, in collaboration with the Center for Universal Education at the Brookings Institution, added 13 new partners to the Girls CHARGE initiative( Collaborative for Harnessing Ambition and Resources for Girls' Education). The collaborative serves as a community to share best practices, emerging research, learnings, and monitoring and evaluation models, and today, 50 partners have committed over $800 million to reach 15 million girls by 2019. - TOO SMALL TO FAIL, A JOINT INITIATIVE OF THE CLINTON FOUNDATION AND THE OPPORTUNITY INSTITUTE, IS LEADING A PUBLIC AWARENESS AND ACTION CAMPAIGN TO PROMOTE THE IMPORTANCE OF EARLY BRAIN AND LANGUAGE DEVELOPMENT AND TO EMPOWER PARENTS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH. TODAY, ALMOST 60 PERCENT OF CHILDREN IN THE UNITED STATES START KINDERGARTEN UNPREPARED, LAGGING BEHIND THEIR PEERS IN CRITICAL LANGUAGE, MATH, AND SOCIAL-EMOTIONAL SKILLS. THROUGH PARTNERSHIPS WITH PEDIATRICIANS, HOSPITALS, FAITH-BASED LEADERS, COMMUNITY BASED ORGANIZATIONS, BUSINESSES, ENTERTAINMENT INDUSTRY LEADERS, AND OTHERS, TOO SMALL TO FAIL IS MEETING PARENTS WHERE THEY ARE TO HELP THEM PREPARE THEIR CHILDREN FOR SUCCESS IN SCHOOL AND BEYOND. WHETHER AT THE PEDIATRICIAN'S OFFICE OR THE PLAYGROUND, TOO SMALL TO FAIL AIMS TO MAKE SMALL MOMENTS BIG BY CREATING OPPORTUNITIES FOR MEANINGFUL INTERACTIONS ANYTIME, ANYWHERE. IN 2015, AMONG OTHER ACCOMPLISHMENTS, TOO SMALL TO FAIL WITH SESA |
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS PROVIDES GOVERNANCE AND OVERSIGHT FOR THE FOUNDATIONS AFFAIRS. THE FOUNDATION'S BYLAWS ESTABLISH TWO CLASSES OF DIRECTORS: CLASS A AND CLASS B. ACTIONS BY THE BOARD REQUIRE THE SUPPORT OF A MAJORITY OF DIRECTORS ELIGIBLE TO VOTE, INCLUDING AT LEAST ONE CLASS A DIRECTOR. THE CLASS A DIRECTORS CONSIST OF WILLIAM J. CLINTON AND CHELSEA V. CLINTON. THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS ARE CLASS B DIRECTORS. THERE IS ALSO AN EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CLASS A DIRECTORS AND AN ADDITIONAL MEMBER OF THE BOARD ELECTED BY THE CLASS A DIRECTORS. THE EXECUTIVE COMMITTEE MAY ACT FOR THE BOARD BETWEEN MEETINGS, AND RESERVES THE EXCLUSIVE AUTHORITY TO REVIEW AND APPROVE DECISIONS RELATED TO THE USE OF THE CLINTON NAME AND THE RENAMING OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | WILLIAM JEFFERSON CLINTON, HILLARY RODHAM CLINTON, AND CHELSEA V. CLINTON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON SEPTEMBER 10, 2015, THE FOUNDATION'S BOARD OF DIRECTORS APPROVED AMENDED AND RESTATED BYLAWS, WHICH UPDATED THE PRIOR VERSION OF THE BYLAWS BY REMOVING HILLARY RODHAM CLINTON AS A CLASS A DIRECTOR; CHANGING THE REQUIREMENT THAT A QUORUM OR A MAJORITY VOTE OF THE BOARD INCLUDE A MAJORITY OF CLASS A DIRECTORS TO INCLUDE AT LEAST ONE CLASS A DIRECTOR; INDICATING THAT THE EXECUTIVE COMMITTEE, THE AUDIT COMMITTEE, AND THE INVESTMENT COMMITTEE ARE STANDING COMMITTEES OF THE BOARD; AND DESCRIBING THE COMPOSITION OF THE EXECUTIVE COMMITTEE AND THE INVESTMENT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE ORGANIZATION'S FORM 990 IS CIRCULATED TO THE BOARD, AMONG THE VARIOUS OFFICERS AND AMONG THE VARIOUS INITIATIVE HEADS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. THE ANNUAL DISCLOSURES ARE REVIEWED BY COUNSEL AND IF ANY POTENTIAL CONFLICT EXISTS, IT WOULD BE EXAMINED AND APPROPRIATE ACTION WOULD BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION PARTICIPATES IN AN ANNUAL COMPENSATION STUDY THAT REVIEWS THREE SURVEYS TO DETERMINE THE REASONABLENESS OF STAFF COMPENSATION INCLUDING TOP MANAGEMENT. THE ORGANIZATION ALSO UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT. SALARIES ARE APPROVED ANNUALLY BY THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 16B | THE CLINTON FOUNDATION IS ENGAGED IN TWO PARTNERSHIPS WITH THE INTENT OF HELPING LIFT PEOPLE OUT OF POVERTY BY ORGANIZING THEM INTO SOCIAL ENTERPRISES. ANY ACTION OF THESE PARTNERSHIPS REQUIRES CONCURRENCE OF THE FOUNDATION, TO ENSURE THAT ACTIVITIES ALIGN WITH THE FOUNDATION'S CHARITABLE PURPOSES AND WITH THE SOCIAL MISSION. A SOCIAL INVESTMENT POLICY WAS ADOPTED IN JANUARY 2016. This policy requires the Foundation to negotiate, in its transactions and arrangements with other members of the venture or arrangement, such terms and safeguards as are adequate SO THAT the organization's exempt status is protected, and it requires steps to be taken to safeguard the Foundations exempt status. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT AVAILABLE ON ITS WEBSITE. ALL OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 11(B) | CDI FARMING IS A PROGRAM RELATED ACTIVITY. THE REVENUE FROM THIS ACTIVITY IS $955,766 AND THE EXPENSES FROM THIS ACTIVITY ARE $579,497. |
| FORM 990, PART IX, LINE 18 | A US mayor was reimbursed for travel and lodging expenses related to his participation on a panel at CGI America. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: CURRENT YEAR ALLOWANCE FOR UNCOLLECTIBLE PLEDGES ($1,400,620) GRANT & CONTRIBUTION REFUND $ 94,607 ------------- TOTAL ($1,306,013) |
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