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Nonprofiteer
← CLARA LIONEL FOUNDATION

Form 990 for tax year 2022

Filed by CLARA LIONEL FOUNDATION.

Totals

Total revenue
$28,731,272
Total expenses
$20,254,125
Contributions and grants received
$28,175,469
Grants paid
$17,596,654
Program service revenue
$0
Investment income
$485,553
Other revenue
$70,250
Total assets, end of year
$57,899,179
Total liabilities, end of year
$6,509,279
Net assets or fund balances, end of year
$51,389,900
Program services expenses (Part IX)
$18,686,418
Management and general expenses
$1,487,609
Fundraising expenses
$80,098
Program service expenses (Part III)
$18,686,418

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $28,175,469

  • 3 · Investment income

    total $602,808 · excluded $602,808

  • 7a · Gross sales of assets other than inventory

    securities $747,581 · other assets $21,636

  • 7b · Less cost or other basis and sales expenses

    securities $886,472 · other assets $0

  • 7c · Gain or loss

    securities -$138,891 · other assets $21,636

  • 7d · Net gain or loss

    total -$117,255 · excluded -$117,255

  • 11a · Other revenue: OTHER INCOME

    total $70,250 · related or exempt $70,250

  • 11e · Other revenue, total

    $70,250

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,720,774 · program services $14,720,774

  • 2 · Grants to domestic individuals

    total $90,470 · program services $90,470

  • 3 · Grants to foreign organizations and individuals

    total $2,785,410 · program services $2,785,410

  • 5 · Compensation of officers, directors and key employees

    total $932,919 · program services $648,963 · management and general $217,701 · fundraising $66,255

  • 9 · Other employee benefits

    total $110,193 · program services $70,026 · management and general $30,795 · fundraising $9,372

  • 10 · Payroll taxes

    total $47,070 · program services $27,908 · management and general $14,691 · fundraising $4,471

  • 11a · Fees: management

    total $332,185 · program services $168,271 · management and general $163,914

  • 11b · Fees: legal

    total $140,582 · program services $8,398 · management and general $132,184

  • 11g · Fees: other

    total $289,349 · management and general $289,349

  • 12 · Advertising and promotion

    total $390,680 · management and general $390,680

  • 13 · Office expenses

    total $37,855 · program services $375 · management and general $37,480

  • 14 · Information technology

    total $76,481 · program services $103 · management and general $76,378

  • 16 · Occupancy

    total $7,763 · program services $873 · management and general $6,890

  • 17 · Travel

    total $125,170 · program services $38,370 · management and general $86,800

  • 22 · Depreciation, depletion and amortization

    total $431 · program services $431

  • 23 · Insurance

    total $5,509 · management and general $5,509

  • 24a · Other expenses: GATHER VENTURES - OPERA

    total $81,832 · program services $81,832

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $28,295 · program services $27,500 · management and general $795

  • 24c · Other expenses: FEES AND LICENCING

    total $16,120 · management and general $16,120

  • 24d · Other expenses: TAX EXPENSE

    total $15,340 · program services $15,340

  • 24e · All other expenses

    total $19,697 · program services $1,374 · management and general $18,323

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $891,602 · end of year $474,770

  • 2 · Savings and temporary cash investments

    beginning of year $5,207,793 · end of year $22,519,719

  • 3 · Pledges and grants receivable

    beginning of year $15,026,010 · end of year $12,875,000

  • 4 · Accounts receivable

    beginning of year $255,000 · end of year $260,322

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,619 · end of year $17,277

  • 10a · Land, buildings and equipment: cost or other basis

    $1,872

  • 10b · Land, buildings and equipment: accumulated depreciation

    $431

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $1,441

  • 11 · Investments: publicly traded securities

    beginning of year $12,878,331 · end of year $12,643,271

  • 12 · Investments: other securities

    beginning of year $9,824,455 · end of year $9,107,379

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,200 · end of year $1,013,261

  • 18 · Grants payable

    beginning of year $0 · end of year $5,489,803

  • 25 · Other liabilities

    beginning of year $0 · end of year $6,215

  • 27 · Net assets without donor restrictions

    beginning of year $9,026,340 · end of year $32,390,295

  • 28 · Net assets with donor restrictions

    beginning of year $34,946,270 · end of year $18,999,605

Mission and programs · 2022

Mission

CLF INVESTS IN CLIMATE JUSTICE AND CLIMATE RESILIENCE INITIATIVES IN THE CARIBBEAN & UNITED STATES AND HELPS COMMUNITIES PREPARE FOR AND WITHSTAND NATURAL DISASTERS.

  • CLIMATE RESILIENCE & EMERGENCY RESPONSE - WE SEEK TO BRIDGE THE HUMANITARIAN AND CLIMATE SECTORS IN ORDER TO ALLEVIATE POVERTY AND BUILD RESILIENCE. AT THE HEART OF THIS WORK IS OUR CLIMATE RESILIENCE INITIATIVE A STRATEGIC VEHICLE FOCUSED ON INVESTING PHILANTHROPIC DOLLARS ACROSS MULTIPLE DIMENSIONS OF EMERGENCY PREPAREDNESS WHILE SCALING CLIMATE CHANGE SOLUTIONS ACROSS THE CARIBBEAN. BY INVESTING IN PREPAREDNESS AND WORKING WITH ON-THE-GROUND PARTNERS, WE ARE ENABLING MORE COMMUNITIES TO BETTER WITHSTAND NATURAL DISASTERS BEFORE THEY HIT.

    Expenses $2,083,226 · Grants $819,000

  • CLIMATE JUSTICE - WE BELIEVE IN THE POWER OF COLLECTIVE ACTION TO COMBAT RACIAL AND SOCIOECONOMIC DISPARITIES SO THAT ALL PEOPLE CAN THRIVE, NO MATTER WHERE THEY LIVE. WE SUPPORT GRASSROOTS ORGANIZATIONS FIGHTING FOR SYSTEMS AND POLICY CHANGE ON BEHALF OF BIPOC POPULATIONS IN ORDER TO BUILD A MORE EQUITABLE FUTURE FOR ALL, NOT JUST SOME.

    Expenses $15,318,387 · Grants $15,000,000

  • LEGACY - AS A THROUGHLINE OF THESE CORE STRATEGIC PILLARS IS A THIRD STRATEGIC FOCUS: THE CONTINUATION OF OUR LEGACY PROJECTS PORTFOLIO. THE ORIGIN STORY OF OUR LEGACY WORK BEGAN IN BARBADOS WITH AN INAUGURAL GRANT TO THE QUEEN ELIZABETH HOSPITAL AND HAS CONTINUED TO TAKE ITS CUES FROM OUR FOUNDER'S DEDICATION TO UNLOCKING THE POTENTIAL OF UNDERSERVED COMMUNITIES, PARTICULARLY WOMEN AND CHILDREN, IN HER NATIVE CARIBBEAN COUNTRY AND THE U.S.

    Expenses $1,207,384 · Grants $1,011,880

  • Expenses $77,421

As filed on the 2022 return.

Listed in Part VII

  • Robyn R Fenty

    FOUNDER

    Total calculated
    $0
    Hours/week
    3

  • Justine Lucas

    EXECUTIVE DIRECTOR

    Total calculated
    $262,458
    From this org
    $240,670
    From related orgs
    $0
    Other
    $21,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,170
    Bonus
    $7,500
    Other
    $0
    Deferred
    $7,220
    Nontaxable benefits
    $14,568
    Filer's total
    $262,458

  • Ivan Rosales As Of 7622

    CHIEF FINANCIAL AND OPERATING OFFICER

    Total calculated
    $110,139
    From this org
    $102,614
    From related orgs
    $0
    Other
    $7,525
    Hours/week
    40

  • Fiona Korwin-Pawlowski

    SR PROGRAM DIRECTOR UNTIL 8/21/22

    Total calculated
    $147,530
    From this org
    $133,857
    From related orgs
    $0
    Other
    $13,673
    Hours/week
    40

  • Evan Jehle Until 762022

    CFO

    Total calculated
    $0
    Hours/week
    10

  • Tamara Larsen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Jessie Schutt-Aine

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Cheryl Alston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jay Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Monica Fenty Braithwaite

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Lukas Haynes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Mai Lassiter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Kawanna Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • GATHER VENTURES LIMITED

    PROGRAM ADVISORY SERVICES · KE · income $21,638 · assets $47,003

    Directly controlled by THE CLARA LIONEL FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349312187

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