TIN:
SCHEDULE A
(Form 990 or 990EZ)
Department of the Treasury
Internal Revenue Service
(Form 990 or 990EZ)
Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. Go to
www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Inspection
Name of the organization
TORY BURCH FOUNDATION INC
Employer identification number
26-3660127
26-3660127
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations
...............................
g
Provide the following information about the supported organization(s).
| (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 |
||||||
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
| Calendar year (or fiscal year beginning in) |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,419,709 | 2,387,940 | 1,130,291 | 1,240,743 | 2,870,640 | 9,049,323 |
| 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 | 1,419,709 | 2,387,940 | 1,130,291 | 1,240,743 | 2,870,640 | 9,049,323 |
| 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).. | 6,414,368 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,634,955 | |||||
| Calendar year
(or fiscal year beginning in) |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,419,709 | 2,387,940 | 1,130,291 | 1,240,743 | 2,870,640 | 9,049,323 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 3,169 | 11,730 | 32,131 | 42,164 | 74,866 | 164,060 |
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 9,213,383 | |||||
12
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
14
28.600 %
15
15
28.740 %
16a
b
17a
b
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions .....................................................
instructions .....................................................
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
| Calendar year (or fiscal year beginning in) |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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.).. | ||||||
14
Section C. Computation of Public Support Percentage
15
15
16
16
Section D. Computation of Investment Income Percentage
17
17
18
18
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B.
If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was
described in section 509(a)(1) or (2).
2
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)?
If "Yes," answer (b) and (c) below.
3a
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the
public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the
determination.
3b
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
4a
Was any supported organization not organized in the United States ("foreign supported organization")?
If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported
organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or
supervised by or in connection with its supported organizations.
4b
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections
501(c)(3) and 509(a)(1) or (2)?
If “Yes,” explain in Part VI what controls the organization used to ensure that all support to
the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
5a
Did the organization add, substitute, or remove any supported organizations during the tax year?
If “Yes,” answer (b) and
(c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported
organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the
organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by
amendment to the organizing document).
5a
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the
organization's organizing document?
5b
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other
than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its
supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing
organization’s supported organizations?
If “Yes,” provide detail in Part VI.
6
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in
section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a
substantial contributor?
If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7?
If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as
defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))?
If “Yes,” provide detail in Part VI.
9a
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting
organization had an interest?
If “Yes,” provide detail in Part VI.
9b
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets
in which the supporting organization also had an interest?
If “Yes,” provide detail in Part VI.
9c
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain
Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)?
If “Yes,” answer line 10b below.
10a
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine
whether the organization had excess business holdings).
10b
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
b
A family member of a person described in (a) above?
11b
c
A 35% controlled entity of a person described in (a) or (b) above?
If “Yes” to a, b, or c, provide detail in Part VI.
11c
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or
elect at least a majority of the organization’s directors or trustees at all times during the tax year?
If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or
trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such
powers during the tax year.
1
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that
operated, supervised, or controlled the supporting organization?
If “Yes,” explain in Part VI how providing such benefit
carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting
organization.
2
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of
each of the organization’s supported organization(s)?
If “No,” describe in Part VI how control or management of the
supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s
tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the
Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing
documents in effect on the date of notification, to the extent not previously provided?
1
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s)
or (ii) serving on the governing body of a supported organization?
If "No," explain in Part VI how the organization
maintained a close and continuous working relationship with the supported organization(s).
2
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the
organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax
year?
If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported
organization(s) to which the organization was responsive?
If "Yes," then in Part VI identify those supported
organizations and explain how these activities directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activities constituted
substantially all of its activities.
2a
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the
organization’s supported organization(s) would have been engaged in?
If "Yes," explain in Part VI the reasons for the
organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s
involvement.
2b
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of
the supported organizations?
Provide details in Part VI.
3a
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its
supported organizations?
If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
| 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 | ||||
7
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019
Page 7
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
Schedule A (Form 990 or 990-EZ) (2019)
Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
| Facts And Circumstances Test |
|---|
| IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.170A-9(F)(3), THE TORY BURCH FOUNDATION IS PUBLICLY SUPPORTED BECAUSE IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS, FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, THAT IS, ITS PUBLIC SUPPORT EXCEEDS 10% OF ITS TOTAL SUPPORT, AND IT MEETS THE OTHER REQUIREMENTS OF PARAGRAPH (F)(3). THE FOUNDATION ALSO MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC.1. PERCENTAGE OF SUPPORTTHE TORY BURCH FOUNDATION'S PUBLIC SUPPORT PERCENTAGE IS 28.60%, WELL ABOVE THE 10% REQUIRED TO QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION. 2. SOURCES OF SUPPORTTHE FOUNDATION RECEIVED DONATIONS FROM MORE THAN 5,000 DIFFERENT DONORS OVER THE FIVE-YEAR MEASUREMENT PERIOD. THE FOUNDATION RELIES ON CONTRIBUTIONS, AND NOT ENDOWMENT FUNDS, TO SUPPORT ITS MISSION. IN GENERAL, THESE DONORS WERE NOT RELATED TO EACH OTHER.3. REPRESENTATIVE GOVERNING BODYTHE TORY BURCH FOUNDATION'S GOVERNING BODY - ITS BOARD OF DIRECTORS - REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. BOARD MEMBERS INCLUDE CEOS, LAWYERS, PHILANTHROPISTS, CIVIC VOLUNTEERS, AND BUSINESS LEADERS ACROSS A WIDE VARIETY OF INDUSTRIES INCLUDING BANKING, EDUCATION, VENTURE CAPITAL, NOT-FOR-PROFIT FOUNDATIONS, MARKETING, AND FASHION. THE FOUNDATION'S BOARD THEREBY EMBODIES AND ESPOUSES AN EXTENSIVE CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY. IN ADDITION, BOARD MEMBERS HAVE SPECIALIZED KNOWLEDGE AND EXPERTISE IN THE FIELD OF WOMEN'S ENTREPRENEURSHIP, AND ARE APTLY POSITIONED TO GOVERN AN ORGANIZATION THAT FOCUSES ON THE EMPOWERMENT OF WOMEN ENTREPRENEURS THROUGH ACCESS TO CAPITAL, ENTREPRENEURIAL EDUCATION, AND MENTORING AND NETWORKING OPPORTUNITIES. FOR EXAMPLE, VARIOUS BOARD MEMBERS ARE THEMSELVES ENTREPRENEURS, LEADERS IN BUSINESS AND FINANCE, AND/OR HOLD POSITIONS WITH OTHER ORGANIZATIONS THAT ALIGN WITH THE TENETS OF THE FOUNDATION, RESULTING IN A DEEP EXPERTISE IN THE FIELD OF WOMEN'S ENTREPRENEURSHIP. BOARD MEMBERS ARE REPRESENTED IN ORGANIZATIONS SUCH AS THE TRUSTEES COUNCIL OF PENN WOMEN, THE CENTER FOR WOMEN'S ENTREPRENEURIAL LEADERSHIP AT BABSON COLLEGE, THE INTERNATIONAL COUNCIL FOR SMALL BUSINESS, AMONG MANY OTHERS.ABBREVIATED BOARD MEMBER BIOGRAPHIES FOLLOW BELOW:TORY BURCHTORY BURCH IS THE EXECUTIVE CHAIRMAN AND CHIEF CREATIVE OFFICER OF TORY BURCH LLC, AN AMERICAN LIFESTYLE BRAND THAT INSPIRES PEOPLE AROUND THE WORLD TO LIVE IN FULL COLOR WITH CHARACTER, BEAUTY AND CONFIDENCE. THE COLLECTION INCLUDES READY-TO-WEAR, SHOES, HANDBAGS, ACCESSORIES, HOME AND FRAGRANCE.TORY LAUNCHED THE COMPANY IN 2004 WITH A SMALL BOUTIQUE ON ELIZABETH STREET IN MANHATTAN AS WELL AS AN ECOMMERCE SITE. THE BRAND'S CLASSIC AND BOHEMIAN AESTHETIC RESONATED FROM THE BEGINNING, AND HAS GROWN INTO A GLOBAL BUSINESS WITH MORE THAN 250 BOUTIQUES FROM NEW YORK TO PARIS AND SHANGHAI, AS WELL AS WEBSITES IN NORTH AMERICA, EUROPE AND ASIA.IN 2015, SHE LAUNCHED TORY SPORT, A COLLECTION INSPIRED BY THE GRACE AND STRENGTH OF ATHLETES THAT BALANCES HIGH-TECH FUNCTIONAL FABRICS WITH CLASSIC DESIGN AND A RETRO VIBE. CATEGORIES INCLUDE COMING & GOING, RUNNING, STUDIO, TENNIS AND GOLF.SOCIAL RESPONSIBILITY WAS PART OF THE BUSINESS PLAN AND IS AN INTEGRAL PART OF THE COMPANY. IN 2009, TORY LAUNCHED THE TORY BURCH FOUNDATION TO ADVANCE WOMEN'S EMPOWERMENT AND ENTREPRENEURSHIP IN THE UNITED STATES BY PROVIDING ACCESS TO CAPITAL, EDUCATION AND DIGITAL RESOURCES, AS WELL AS A FELLOWSHIP PROGRAM.A DEDICATED PHILANTHROPIST, SHE ALSO SERVES ON SEVERAL BOARDS INCLUDING THE SOCIETY OF MEMORIAL SLOAN-KETTERING CANCER CENTER, THE BREAST CANCER RESEARCH FOUNDATION, THE BARNES FOUNDATION AND THE JAY H. BAKER RETAILING CENTER AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL. IN ADDITION, SHE IS A MEMBER OF THE COUNCIL ON FOREIGN RELATIONS.TORY HAS BEEN RECOGNIZED WITH NUMEROUS AWARDS AND HONORS, INCLUDING THE CFDA FOR ACCESSORY DESIGNER OF THE YEAR, FORBES'S MOST POWERFUL WOMEN IN THE WORLD AND THE BREAST CANCER RESEARCH FOUNDATION'S SANDRA TAUB HUMANITARIAN AWARD. HER FIRST BOOK, TORY BURCH IN COLOR (ABRAMS, 2014), WAS A NEW YORK TIMES BEST SELLER.A GRADUATE OF THE UNIVERSITY OF PENNSYLVANIA WITH A DEGREE IN ART HISTORY, TORY LIVES IN NEW YORK CITY WITH HER HUSBAND AND THREE SONS.HAYLEY BOESKYHAYLEY IS VICE CHAIRMAN OF GLOBAL MARKETS AT BANK OF AMERICA MERRILL LYNCH, WORKING ACROSS ALL LINES OF BUSINESS TO DEEPEN PARTNERSHIPS WITH THE FIRM'S HIGHEST PRIORITY CLIENTS. SHE WAS PREVIOUSLY AT THE FEDERAL RESERVE BANK OF NEW YORK IN THE MARKETS GROUP WHERE SHE SERVED AS VICE PRESIDENT AND DIRECTOR OF MARKET ANALYSIS. PRIOR TO JOINING THE FEDERAL RESERVE, HAYLEY WORKED AT MOORE CAPITAL MANAGEMENT AND SEPARATELY WAS CHIEF U.S. RATES STRATEGIST AT GOLDMAN SACHS. HAYLEY HOLDS A DOCTORATE IN ASTROPHYSICS FROM COLUMBIA UNIVERSITY AND STUDIED MATHEMATICS AND FRENCH AT THE UNIVERSITY OF PENNSYLVANIA. SHE IS ALSO ON THE TRUSTEES COUNCIL OF PENN WOMEN AND IS A MEMBER OF THE COUNCIL ON FOREIGN RELATIONS.SUSAN DUFFYDR. SUSAN DUFFY IS THE EXECUTIVE DIRECTOR OF THE BABSON COLLEGE CENTER FOR WOMEN'S ENTREPRENEURIAL LEADERSHIP (CWEL), A CO-FOUNDER OF THE WOMEN INNOVATING NOW (WIN) LAB VENTURE ACCELERATOR, AND AN INSPIRED EDUCATOR AND ADVOCATE FOR GENDER EQUITY AS A DRIVER OF SOCIAL AND ECONOMIC GROWTH. THROUGHOUT HER CAREER SUSAN HAS RECREATED WHAT IS POSSIBLE FOR THE ORGANIZATIONS SHE LEADS ACROSS DIVERSE SECTORS INCLUDING CONSTRUCTION; FOOD, NUTRITION AND HEALTH; AND EDUCATION. SHE EARNED HER PH.D. FROM THE GEORGE WASHINGTON UNIVERSITY AND IN 2016 WAS INDUCTED INTO THE PRESTIGIOUS WILFORD WHITE FELLOWS OF THE INTERNATIONAL COUNCIL FOR SMALL BUSINESS. SUSAN HAS BEEN RECOGNIZED GLOBALLY AS AN AWARD WINNING ENTREPRENEURIAL EDUCATOR, IS AN INVESTOR AND ADVISOR TO SEVERAL EARLY STAGE COMPANIES, AND SERVES ON THE BOARDS OF THE WALMART FOUNDATION INTERNATIONAL ADVISORY COUNCIL, THE INTERNATIONAL COUNCIL FOR SMALL BUSINESS WOMEN'S COMMITTEE, AND BABSON WOMEN IN TECHNOLOGY.YASMIN GREENYASMIN IS THE HEAD OF RESEARCH AND DEVELOPMENT FOR JIGSAW, A TECHNOLOGY INCUBATOR WITHIN ALPHABET INC. FOCUSED ON SOLVING GLOBAL SECURITY CHALLENGES THROUGH TECHNOLOGY. SHE OVERSEES THE TEAM'S RESEARCH AS WELL AS ITS WORK ON COUNTER-RADICALIZATION AND ONLINE HATE, HARASSMENT AND INTIMIDATION. YASMIN WAS PREVIOUSLY HEAD OF STRATEGY AND OPERATIONS FOR GOOGLE IDEAS, NOW JIGSAW. PRIOR TO JOINING GOOGLE, YASMIN CONSULTED FOR BOOZ ALLEN HAMILTON. SHE IS A SENIOR ADVISOR ON INNOVATION TO OXFORD ANALYTICA, A MEMBER OF THE ASPEN CYBER STRATEGY GROUP, AND UNTIL 2015 CO-CHAIRED THE EUROPEAN COMMISSION'S' WORKING GROUP ON ONLINE RADICALIZATION. IN 2017, YASMIN WAS NAMED AS ONE OF FORTUNE'S "40 UNDER 40" MOST INFLUENTIAL YOUNG LEADERS, AND IN 2016 WAS LISTED BY FAST COMPANY AS ONE OF THE "MOST CREATIVE PEOPLE IN BUSINESS."ROBERT ISENROBERT IS CHIEF LEGAL OFFICER & PRESIDENT OF CORPORATE DEVELOPMENT. HE JOINED THE COMPANY IN SEPTEMBER 2008. PRIOR TO JOINING TORY BURCH, ROBERT WAS AN ENTREPRENEUR/FOUNDER, KEY OPERATING EXECUTIVE, AND ADVISOR WITH VARIOUS COMPANIES; INCLUDING BEMIS COMPANY, CONTINUUM AND VIAPACK. HE LAUNCHED HIS CAREER AS A CORPORATE ATTORNEY IN WASHINGTON, DC AND PHILADELPHIA, PA BEFORE MOVING ON TO PARAMOUNT PACKAGING CORPORATION (A PHILADELPHIA-BASED GLOBAL PACKAGING COMPANY) AS GENERAL COUNSEL AND EXECUTIVE VICE PRESIDENT. ROBERT RECEIVED HIS BACHELOR OF ARTS IN PSYCHOLOGY FROM DUKE UNIVERSITY BEFORE GRADUATING FROM BOSTON UNIVERSITY SCHOOL OF LAW. HE IS A MEMBER OF YOUNG PRESIDENTS ORGANIZATION/WPO AND SERVES ON THE BOARD OF TORY BURCH, LLC AND TABITHA SIMMONS.TRACEY KOZMETSKYTRACEY HOLDS A B.A. FROM TEXAS CHRISTIAN UNIVERSITY AND BEGAN HER PROFESSIONAL CAREER AT WOMEN'S WEAR DAILY AND LOREAL PROFESSIONNEL. IN 1999, SHE STARTED HER OWN PUBLIC RELATIONS FIRM, ENGELKING KOZMETSKY COMMUNICATIONS, LLC. TRACEY HAS BEEN INVOLVED WITH THE RGK FOUNDATION FOR 19 YEARS. SHE IS THE 2015 BOARD CHAIR FOR THE DALLAS CHILDREN'S ADVOCACY CENTER AND SERVES ON THE BOARD OF DIRECTORS OF DALLAS CHILDREN'S MEDICAL CENTER. SHE IS ALSO A MEMBER OF THE CRYSTAL CHARITY BALL. AMONG NUMEROUS AWARDS, SHE RECEIVED THE NORTH STAR AWARD RANKING HER AMONG THE TOP TEN CIVIC VOLUNTEERS IN DALLAS. |
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| PERRI PELTZ | PERRI PELTZ IS A DOCUMENTARY FILMMAKER, JOURNALIST AND PUBLIC HEALTH ADVOCATE WHO MOST RECENTLY DIRECTED THE HBO DOCUMENTARY, "WARNING: THIS DRUG MAY KILL YOU," ABOUT THE OPIOID ADDICTION EPIDEMIC. SHE ALSO CO-PRODUCED AND CO-DIRECTED THE HBO DOCUMENTARY, "RISKY DRINKING," A NO-HOLDS-BARRED LOOK AT ALCOHOL USE. SHE CO-DIRECTED "A CONVERSATION ABOUT GROWING UP BLACK" AS PART OF THE "CONVERSATION ON RACE" SERIES FOR THE NEW YORK TIMES OP-DOCS. OTHER FILMS INCLUDE HBO'S "REMEMBERING THE ARTIST: ROBERT DE NIRO, SR.," "THE EDUCATION OF DEE DEE RICKS," "PRISON DOGS AND "A JOURNEY OF A THOUSAND MILES: PEACEKEEPERS." PERRI HOSTS "THE PERRI PELTZ SHOW AND "DOCTOR RADIO REPORTS" FOR THE SIRIUSXM SATELLITE NETWORK. BEFORE WORKING IN DOCUMENTARY FILMS, PERRI WAS AN AWARD-WINNING BROADCAST JOURNALIST FOR NBC, ABC, AND CNN. SHE IS CURRENTLY A DOCTORAL CANDIDATE AT COLUMBIA UNIVERSITY'S SCHOOL OF PUBLIC HEALTH AND ATTENDED BROWN UNIVERSITY. DEBORAH ROBERTS DEBORAH ROBERTS IS AN AWARD-WINNING ABC NEWS CORRESPONDENT FOR 20/20, NIGHTLINE, GOOD MORNING AMERICA, AND ABC WORLD NEWS TONIGHT WITH DAVID MUIR. A MEDIA VETERAN, ROBERTS IS A HIGHLY RESPECTED JOURNALIST WHO HAS TRAVELED THE WORLD IN HER REPORTING. SHE HAS ALSO SERVED AS SUBSTITUTE ANCHOR FOR GOOD MORNING AMERICA, WORLD NEWS WEEKEND AND 20/20, AS WELL AS A CO-HOST ON THE VIEW. ROBERTS' LONG FORM REPORTS ON 20/20 HAVE CONSISTENTLY PRODUCED EXTRAORDINARY NARRATIVES SUCH AS AN INTIMATE PROFILE OF FIRST LADY MICHELLE OBAMA, FIRST DAUGHTER IVANKA TRUMP AND AN IN-DEPTH INVESTIGATION INTO ABUSE WITHIN THE AMISH COMMUNITY. SHE HAS REPORTED FROM AFRICA ON CHILDREN ORPHANED BY THE HIV/AIDS CRISIS AND WAS PART OF THE HISTORIC COVERAGE OF THE INAUGURATION OF PRESIDENT BARACK OBAMA. ROBERTS HAS BEEN AWARDED MULTIPLE EMMY AWARDS FOR HER INTERNATIONAL AND NATIONAL COVERAGE OF WORLD EVENTS, INCLUDING HER POIGNANT REPORTING ON AN ETHIOPIAN AMERICAN WOMAN'S EMOTIONAL JOURNEY BACK TO HER AFRICAN VILLAGE TO DISCOVER HER LONG -LOST MOTHER. ROBERTS IS AUTHOR OF "BEEN THERE, DONE THAT: FAMILY WISDOM FOR MODERN TIMES," A BOOK WRITTEN WITH HER HUSBAND, AL ROKER. SHE MAKES HER HOME IN MANHATTAN WITH HER HUSBAND AND TWO CHILDREN. JAMES ROBINSON JAMIE IS FOUNDER AND CEO OF TAPP TECHNOLOGIES, A BEVERAGE ANALYTICS AND ENGAGEMENT COMPANY. LAUNCHING HIS CAREER AS A CERTIFIED NFL AGENT, JAMIE HAS NEGOTIATED SPORTS AND ENTERTAINMENT MERCHANDISING, LICENSING AND SPONSORSHIP AGREEMENTS TOTALING IN EXCESS OF $500 MILLION. HE HAS ALSO CREATED MARKETING CAMPAIGNS ON BEHALF OF A NUMBER OF THE NATION'S LEADING BRANDS INCLUDING HALLMARK CARDS, GAP, MCDONALD'S, COCA-COLA, RAWLINGS SPORTING GOODS AND DUNKIN' DONUTS. JAMIE IS ALSO A BOARD MEMBER OF THE MARKS COLORECTAL SURGICAL FOUNDATION AND ASHLEY'S ANGELS. HE IS A GRADUATE OF GEORGETOWN UNIVERSITY. JAMIE TISCH JAMIE IS AN ENTREPRENEUR AND PHILANTHROPIST. IN 2008, SHE CO-FOUNDED FASHIONOLOGY LA, A CHILDREN'S CLOTHING STORE IN LOS ANGELES. IN 2003, SHE CO-FOUNDED THE ENTERTAINMENT INDUSTRY'S WOMEN'S CANCER RESEARCH FUND. THE WOMEN'S CANCER RESEARCH FUND WAS CREATED TO SUPPORT INNOVATIVE RESEARCH, EDUCATION AND OUTREACH DIRECTED TOWARD THE EARLY DIAGNOSIS, TREATMENT AND PREVENTION OF ALL WOMEN'S CANCERS. TONY TJAN TONY TJAN IS CEO OF CUE BALL GROUP, A PRIVATE INVESTMENT FIRM FOCUSED ON LONG-TERM AND TRANSFORMATIVE OPPORTUNITIES ACROSS TECHNOLOGY, MEDIA AND CONSUMER BRANDS. HE ALSO IS CO-FOUNDER AND CHAIRMAN OF MINILUXE AND WAS THE FOUNDER OF ZEFER. PREVIOUSLY HE PLAYED SENIOR LEADERSHIP ROLES AT THOMSON REUTERS AND THE PARTHENON GROUP. TONY HAS WRITTEN OVER 100 PIECES FOR HARVARD BUSINESS REVIEW AND IS A NEW YORK TIMES BEST-SELLING AUTHOR OF HEART, SMARTS, GUTS AND LUCK AND AUTHOR OF GOOD PEOPLE. HE SERVES ON THE MIT MEDIA LAB ADVISORY COUNCIL AND IS A RECIPIENT OF THE ELLIS ISLAND MEDAL OF HONOR. 4. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAM OR POLICIES: THE TORY BURCH FOUNDATION RUNS NATION-WIDE PUBLIC PROGRAMS EMPOWERING WOMEN ENTREPRENEURS. THE PROGRAMS AND INITIATIVES ARE AS FOLLOWS: ACCESS TO AFFORDABLE CAPITAL PROGRAM THE TORY BURCH FOUNDATION CAPITAL PROGRAM POWERED BY BANK OF AMERICA PROVIDES WOMEN ENTREPRENEURS IN THE UNITED STATES THE OPPORTUNITY TO ACCESS AFFORDABLE LOANS THROUGH COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS). (THE PROGRAM WAS ORIGINALLY KNOWN AS "ELIZABETH STREET CAPITAL".) THE LOANS ARE MADE TO WOMEN ENTREPRENEURS OPERATING EARLY STAGE VENTURES IN ALL INDUSTRIES. EDUCATION IN PARTNERSHIP WITH GOLDMAN SACHS 10,000 SMALL BUSINESSES AND BABSON COLLEGE, THE TORY BURCH FOUNDATION PROVIDES SPECIALIZED, PRACTICAL BUSINESS EDUCATION FOR WOMEN ENTREPRENEURS. THE CURRICULUM IS DESIGNED TO PROVIDE ENTREPRENEURS WITH TOOLS AND SUPPORT TO PRACTICE NEGOTIATION SKILLS, FINANCIAL, MARKETING AND EMPLOYEE MANAGEMENT. DURING THREE-MONTH COURSES, STUDENTS ATTEND CLASSES AND RECEIVE WEEKLY ONE-ON-ONE BUSINESS ADVISING TO DEVELOP A STRATEGIC AND TAILORED PLAN FOR BUSINESS GROWTH. THE GOLDMAN SACHS 10,000 SMALL BUSINESSES PROGRAM EXISTS ON THE GROUND IN 13 REGIONS AND ALSO PROVIDES A NATIONAL PROGRAM THAT INCLUDES ONLINE AND IN-PERSON SESSIONS. FELLOWS PROGRAM THE TORY BURCH FOUNDATION FELLOWS PROGRAM IS A NATIONAL PROGRAM FOR WOMEN ENTREPRENEURS. WOMEN ENTREPRENEURS, FROM ACROSS THE UNITED STATES, SUBMIT APPLICATIONS ONLINE. TEN ENTREPRENEURS ARE SELECTED ANNUALLY. EACH FELLOW RECEIVES A GRANT FOR BUSINESS EDUCATION, PARTICIPATES IN EDUCATIONAL WORKSHOPS TAUGHT BY INDUSTRY EXPERTS OVER THREE DAYS HOSTED BY THE FOUNDATION IN NEW YORK, AND IS PROVIDED WITH MENTORING AND GUIDANCE DURING THE ONE-YEAR PROGRAM. NETWORKING AND MENTORING EVENTS THE FOUNDATION ALSO HOSTS MENTORING EVENTS FOR WOMEN ENTREPRENEURS TO PROVIDE INFORMATION AND INSPIRATION AND TO CREATE PEER NETWORKS. THROUGH "WOMEN RULE", A PARTNERSHIP WITH POLITICO AND GOOGLE, THE FOUNDATION HAS HELD A SERIES OF EVENTS EXPLORING HOW WOMEN ARE LEADING CHANGE IN POLITICS, POLICY AND THEIR COMMUNITIES. #EMBRACEAMBITION THE FOUNDATION'S INITIATIVE #EMBRACEAMBITION LAUNCHED IN MARCH 2017, ENCOURAGES WOMEN EVERYWHERE TO OWN THEIR POWER, THEIR DRIVE, THEIR DREAMS, AND TO OVERCOME STEREOTYPES ABOUT WOMEN AND AMBITION. THE WEBSITE EMBRACEAMBITION.ORG INVITES THE PUBLIC TO CELEBRATE A WOMAN OR GIRL THAT INSPIRES THEM TO #EMBRACEAMBITION THROUGH CUSTOM SOCIAL TOOLS AND FILTERS. ALSO, ON THE SITE IS AN AMBITION GUIDEBOOK, WHICH IS A DOWNLOADABLE TOOL. DIGITAL THE TORY BURCH FOUNDATION WEBSITE IS A DIGITAL RESOURCE HUB WITH RICH AND REGULAR CONTENT FOR ENTREPRENEURS. THERE ARE SCORES OF ORIGINAL ARTICLES ADDRESSING FINANCE, MARKETING, OPERATIONS AND MORE; INTERVIEWS WITH SUCCESSFUL BUSINESS PEOPLE; AND TOOLS, SUCH AS A BUSINESS PLAN BUILDER. THERE IS ALSO A DONATION PORTAL FOR THE PUBLIC WWW.TORYBURCHFOUNDATION.ORG. |
Schedule A (Form 990 or 990-EZ) 2019
Additional Data
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Attach to Form 990 or 990-EZ.