Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 172,579,474 | 108,915,463 | 62,901,979 | 26,566,825 | 24,167,053 | 395,130,794 |
| 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 | 172,579,474 | 108,915,463 | 62,901,979 | 26,566,825 | 24,167,053 | 395,130,794 |
| 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).. | 19,835,464 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 375,295,330 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 172,579,474 | 108,915,463 | 62,901,979 | 26,566,825 | 24,167,053 | 395,130,794 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 387,303 | 4,027,331 | 5,649,855 | 5,886,908 | 7,993,453 | 23,944,850 |
| 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.).. | 4,969,390 | 1,320,233 | 671,270 | 1,335,840 | 1,079,302 | 9,376,035 |
| 11 | Total support. Add lines 7 through 10 | 439,791,656 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) |
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| 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) |
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| 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): |
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| 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 2018 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-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2014 AMOUNT: $ 419,626. 2015 AMOUNT: $ 199,253. 2016 AMOUNT: $ 104,122. 2017 AMOUNT: $ 245,032. 2018 AMOUNT: $ 357,423. CAFE REVENUE - 2014 AMOUNT: $ 203,443. 2015 AMOUNT: $ 254,361. 2016 AMOUNT: $ 498,780. 2017 AMOUNT: $ 241,061. 2018 AMOUNT: $ 273,411. SPEECH REVENUE - 2014 AMOUNT: $ 3,629,585. 2015 AMOUNT: $ 357,500. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 297,976. 2018 AMOUNT: $ 369,899. FUNDRAISING REVENUE - 2014 AMOUNT: $ 290,150. 2015 AMOUNT: $ 132,850. 2016 AMOUNT: $ 68,368. 2017 AMOUNT: $ 89,063. 2018 AMOUNT: $ 78,569. CDI FARMING REVENUE - 2014 AMOUNT: $ 426,586. 2015 AMOUNT: $ 376,269. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 462,708. 2018 AMOUNT: $ 0. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 PART I LINE 1 | THE BILL, HILLARY & CHELSEA CLINTON FOUNDATION ("CLINTON FOUNDATION") WORKS WITH STRATEGIC PARTNERS TO DEVELOP AND IMPLEMENT PROGRAMS THAT CREATE ECONOMIC OPPORTUNITY, IMPROVE PUBLIC HEALTH, AND INSPIRE CIVIC ENGAGEMENT AND SERVICE. WITHIN THESE AREAS, OUR WORK INCLUDES: ASSISTING FARMERS IN AFRICA TO INCREASE THEIR YIELDS AND INCOMES; HELPING PEOPLE IN DEVELOPING COUNTRIES WORK THEMSELVES OUT OF POVERTY; COMBATING THE EFFECTS OF CLIMATE CHANGE THROUGH RENEWABLE ENERGY EFFORTS IN ISLAND NATIONS; MOBILIZING RELIEF EFFORTS IN THE WAKE OF NATURAL DISASTERS IN THE CARIBBEAN; CONFRONTING CHALLENGES SUCH AS THE OPIOID EPIDEMIC AND CHILDHOOD OBESITY; SUPPORTING PARENTS AND CAREGIVERS WITH TOOLS TO TALK, READ, AND SING WITH THEIR YOUNG CHILDREN FROM BIRTH TO PROMOTE EARLY BRAIN AND LANGUAGE DEVELOPMENT; HELPING COLLEGE STUDENTS IMPROVE THE LIVES OF OTHERS AND CHANGE THE WORLD; SUPPORTING NETWORKS THAT FOSTER WOMEN'S LEADERSHIP IN THE RENEWABLE ENERGY SECTOR; AND CONTINUING A PARTNERSHIP AMONG THE PRESIDENTIAL LIBRARIES OF PRESIDENT CLINTON, PRESIDENT GEORGE W. BUSH, GEORGE H.W. BUSH, AND LYNDON B. JOHNSON TO CULTIVATE PROMISING LEADERS FROM THE BUSINESS, ACADEMIC, PUBLIC SERVICE, NONPROFIT, AND MILITARY SECTORS. THE FOUNDATION ALSO OPERATES THE CLINTON PRESIDENTIAL CENTER IN LITTLE ROCK, WHICH PROVIDES YEAR-ROUND CULTURAL AND EDUCATIONAL OPPORTUNITIES AND IS HOME TO THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM, ONE OF THE LARGEST ARCHIVAL COLLECTIONS IN AMERICAN PRESIDENTIAL HISTORY. |
| FORM 990 PART III LINE 4A | THE WILLIAM J. CLINTON PRESIDENTIAL CENTER AND PARK ("PRESIDENTIAL CENTER") IS THE HOME OF THE LITTLE ROCK OFFICES OF THE CLINTON FOUNDATION; IS THE SITE OF OPERATIONS FOR THE CLINTON PRESIDENTIAL LIBRARY AND MUSEUM AND THE CLINTON SCHOOL OF PUBLIC SERVICE; AND IS A MANAGING PARTNER OF THE PRESIDENTIAL LEADERSHIP SCHOLARS PROGRAM, A NATIONAL BIPARTISAN EXECUTIVE-STYLE LEADERSHIP DEVELOPMENT INITIATIVE. ADDITIONALLY, THE PRESIDENTIAL 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. IN 2018, THE PRESIDENTIAL LEADERSHIP SCHOLARS PROGRAM GRADUATED ITS FOURTH CLASS OF SCHOLARS, WHICH INCLUDED A CEREMONY AT THE PRESIDENTIAL CENTER WHERE PRESIDENT BILL CLINTON AND PRESIDENT GEORGE W. BUSH MET WITH SCHOLARS AND SHARED THE STAGE TO DISCUSS THEIR EXPERIENCES ON LEADERSHIP AND COOPERATION FROM THEIR ADMINISTRATIONS AND FOUNDATIONS. 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. CCI'S APPROACH BRINGS TOGETHER A WIDE RANGE OF PARTNERS TO FACILITATE RENEWABLE ENERGY PROJECTS, ADDRESSING MAJOR SOURCES OF GREENHOUSE GAS EMISSIONS WHILE ALSO SAVING MONEY FOR INDIVIDUALS, COMMUNITIES AND GOVERNMENTS AND HELPING TO GROW ECONOMIES. IN 2018, CCI JOINED WITH THE GOVERNMENT AND UTILITY OF ST. LUCIA TO OPEN A SOLAR FARM ON THE ISLAND, THE FIRST UTILITY-SCALE RENEWABLE ENERGY PROJECT OF ITS KIND IN THE COUNTRY. |
| FORM 990 PART III LINE 4B | THE CLINTON GIUSTRA ENTERPRISE PARTNERSHIP ("CGEP") BUILDS SOCIAL AGRIBUSINESSES THAT WORK TO IMPROVE THE LIVELIHOODS OF FARMERS AND FISHERS BY BOOSTING AGRICULTURAL PRODUCTIVITY, CREATING JOB OPPORTUNITIES, AND CEMENTING LONG-TERM MARKET LINKAGES SO THEY CAN LIFT THEMSELVES OUT OF POVERTY. CGEP'S SUCCESSFUL PILOT PROGRAMS ARE INCORPORATED TO FORM FOR-PROFIT ENTERPRISE ENTITIES IN WHICH THE CLINTON FOUNDATION TYPICALLY HOLDS A SIGNIFICANT OWNERSHIP POSITION. IN 2018, CGEP CONTINUED ITS WORK TO EMPOWER FARMERS IN EL SALVADOR, COLOMBIA, AND HAITI THROUGH SOCIAL BUSINESSES THAT SOURCE FOOD LIKE PEANUTS, FRUITS, VEGETABLES, AND FISH, AND SELL TO ESTABLISHED BUYERS. |
| FORM 990 PART III LINE 4C | THE CLINTON GLOBAL INITIATIVE'S ("CGI") MISSION IS TO INSPIRE, CONNECT, AND EMPOWER A WIDE RANGE OF PARTNERS TO FORGE SOLUTIONS TO THE WORLD'S MOST PRESSING CHALLENGES. IN 2018, CGI LAUNCHED THE ACTION NETWORK ON POST-DISASTER RECOVERY, WHICH BRINGS TOGETHER LEADERS FROM BUSINESS, GOVERNMENT, AND PHILANTHROPY TO MAKE COMMITMENTS TO HELP THE CARIBBEAN RECOVER FROM THE DEVASTATING 2017 HURRICANE SEASON. IN ADDITION, THE CLINTON GLOBAL INITIATIVE UNIVERSITY (CGI U) HELD ITS 11TH MEETING AT THE UNIVERSITY OF CHICAGO, WHERE STUDENT LEADERS FROM AROUND THE WORLD CAME TOGETHER TO FORGE SOLUTIONS TO PRESSING GLOBAL ISSUES FROM GUN VIOLENCE TO LGBT RIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS PROVIDES GOVERNANCE AND OVERSIGHT FOR THE FOUNDATION'S 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 AND CHELSEA V. CLINTON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATIONS BYLAWS WERE CHANGED TO ALLOW NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 | WE PERFORM AN INTERNAL ANALYSIS BASED ON MARKET DATA DERIVED FROM ERI, PRM AND INSIDE NGO COMPENSATION SURVEYS AS A BASELINE. WE THEN ASK QUATT ASSOCIATES TO PERFORM A SEPARATE, INDEPENDENT ANALYSIS OF THE NON-PROFIT MARKET. THE QUATT ANALYSIS IS THE CONTROLLING ONE WHEN IT COMES TO CALIBRATING THE COMPENSATION. THIS COMPENSATION IS THEN SIGNED OFF ON BY THE BOARD OF DIRECTORS BEFORE IMPLEMENTATION. |
| 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 XI, LINE 9: | PROVISION FOR UNCOLLECTIBLE PLEDGE -1,146,168. REVERSAL OF PRIOR YEAR ACCRUALS 429,309. CONTRIBUTION REFUND PRIOR YEAR -684. |
| FORM 990 XII LINE 2C: | THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
| Software ID: | |
| Software Version: |