You are on page 1of 54

CHAR500 Send with fee and attachments to

:
NYS Office of the Attorney General
Charities Bureau Registration Section
2014
Open to Public
NYS Annual Filing for Charitable Organizations 120 Broadway
www.CharitiesNYS.com New York, NY 10271 Inspection

For Fiscal Year imldd/yyyy)
Name of Organization:
0 0
2014 and Ending (mm/ddlyyyy)
[H2] [a] ,' 2 1 0 1 1
f
Employer Identification Number (ElI
Check if Applicable:
Address Change
THE BARACK OBAMA FOUNDATION 1416141915101715 I1

Name Change hailing Address: Far'

Initial Filing

Final Filing
300 E. RANDOLPH ST., STE 4030

:ity/ State /Zip:
IvAI

CHICAGO, IL 60601 312-626-1135
Amended Filing
Reg ID Pending
www.obamapresidentialfoundation.orci I info@obamapresidentialfoundation.c
Check your organization's Find your registration category in the
registration category: J 7A only EJ EPTL only DUAL (7A & EPTL) EXEMPT
Charities Registry at www.CharitiesNYS.com

See instructions for certification requirements. Improper certification is a violation of law that maybe subject to penalties.

We certify under penalties ofperjury that we reviewed this report, including all attachments, and to the best of our knowledge and belief,
they are true, correct and c9mplete in accordg.ejith the laws of the State of New York applicable to this report.

JOHN KEVIN POORMAN, DIRJ PRES
President or Authorized Officer
re Print Name and Title

Chief Financial Officer or Treasurer:


)HEN, EXEC. DIRJ VP/ TREAS
Print Name and Title
5f2/is
Date
re

eck the exemption(s) that apply to yàr filing. If your organization is claiming an exemption under the category (7A and EPTL only filers) or both
tegories (DUAL filers) that apply to your registration, complete only parts 1, 2, and 3, and submit the certified Char500. No fee, schedules, or additional
:achments are required. If you cannot claim an exemption or are a DUAL filer that claims only one exemption, you must file applicable schedules and
:achments and pay applicable fees.
3a. 7A filing exem ption: Total contributions from NY State including residents, foundations, government agencies, etc. did not exceed $25,000
and the organization did not engage a professional fund raiser (PFR) or fund raising counsel (FRC) to solicit contributions during the fiscal year.
Or the organization qualifies for another 7A exemption (see instructions).

3b. EPTI filing exemption: Gross receipts did not exceed $25,000 and the market value of assets did not exceed $25,000 at any time during the
fiscal year.

ee tne roiiowing page
for a checklist of X Yes No 4a. Did your organization use a professional fund raiser, fund raising counsel or commercial co-venturer for
fund raising activity in NY State? If yes, complete Schedule 4a.
schedules and
attachments to
complete your filing. Yes X No 4b. Did the organization receive government grants? If yes, complete Schedule 4b.

See the checklist on the 7A filing fee: EPTL filing fee: Total fee:
next page to calculate your Make a single check or money order
fee(s). Indicate fee(s) you payable to:
$ 25 $_0 $ 25
are submitting here: "Department of Law"

CHAR500 Annual Filing for Charitable Organizations (Updated December 2014) Page 1

Simply submit the certified CHAR500 with no fee, schedule, or additional attachments IF:
CHAR500 - Your organization is registered as 7A only and you marked the 7A filing exemption in Part 3.
- Your organization is registered as EPTL only and you marked the EPTL filing exemption in Part 3.
Annual Filing Checklist - Your organization is registered as DUAL and you marked both the 7A and EPTL filing exemption in Part 3.

Checklist of Schedules and Attachments

Check the schedules you must submit with your CHAR500 as described in Part 4:

If you answered "yes" in Part 4a, submit Schedule 4a: Professional Fund Raisers (PFR), Fund Raising Counsel (FRC), Commercial Co-Venturers (CCV)
If you answered "yes" in Part 4b, submit Schedule 4b: Government Grants

Check the financial attachments you must submit with your CHAR500:
IRS Form 990, 990-EZ, or 990-PF, and 990-T if applicable

FXJ All additional IRS Form 990 Schedules including Schedule B (Schedule of Contributors).
IRS Form 990-T if applicable

If you are a 7A only or DUAL filer, submit the applicable independent Certified Public Accountants Review or Audit Report:

Review Report if you received total revenue and support greater than $250,000 and up to $500,000.

J Audit Report if you received total revenue and support greater than $500,000
No Review Report or Audit Report is required because total revenue and support is less than $250,000

Note: The Audit and Review requirements are set to change in 2017 and 2021 in accordance with the Non Profit Revitalization Act of 2013.
For more details, visit www.CharitiesNYS.com.

Is my org anization alA, EPTL or DUAL filer?
For 7A and DUAL filers, calculate the 7A fee: - 7A filers are registered to solicit contributions in New York
$0, if you marked the 7A exemption in Part 3a under Article 7-A of the Executive Law ("7A")
- EPTL filers are registered under the Estates, Powers & Trusts
$25, if you did not mark the 7A exemption in Part 3a Law ("EPTI") because they hold assets and/or conduct
activites for charitable purposes in NY.
- DUAL filers are registered under both 7A and EPTL
For EPTI and DUAL filers, calculate the EPTL fee:

$0, if you marked the EPTL exemption in Part 3b Check your registration category and learn more about NY
law at www.CharitiesNYS.com
$25, if the NET WORTH is less than $50,000
$50, if the NET WORTH is $50,000 or more but less than $250,000 Where do l find m y organization's NET WORTH?
NET WORTH for fee purposes is calculated on:
$100, if the NET WORTH is $250,000 or more but less than $1,000,000 - IRS From 990 Part I, line 22
$250, if the NET WORTH is $1,000,000 or more but less than $10,000,000 - IRS Form 990 EZ Part I line 21
- IRS Form 990 PF, calculate the difference between
$750, if the NET WORTH Is $10,000,000 or more but less than $50,000,000 Total Assets at Fair Market Value (Part II, line 16(c)) and
Total Liabilities (Part II, line 23(b)).
[] $1500, if the NET WORTH is $50,000,000 or more

Send your CHAR500, all schedules and attachments, and total fee to:

NYS Office of the Attorney General
Charities Bureau Registration Section
120 Broadway
New York, NY 10271

CHAR500 Annual Filing for Charitable Organizations (Updated December 2014) Page 2

CHAR500 Visit www.CharitiesNYS.com
2014
Instructions for Completing Your NY Annual Filing Call: (212)416-8401 Open to Public
Email: Charities.Bureau@ag.ny.gov
.CharitiesNYS.com Inspection

Visit www.CharitiesNYS.com and search the Charities Registry to find your organization's NY State Registration Number (##-##-##) and Registration
Category (7A, EPTL, DUAL, EXEMPT). Knowing your organization's Registration Category will help you respond to Sections 1 and 3, determine the
required attachments to the CHAR500 and calculate your filing fee. EXEMPT organizations are exempt from registration and not required to file with the
NY Charities Bureau. If your organization is not registered with the Charities Bureau, please complete CHAR41 0 "Registration Statement for Charitable

r the accounting period covered by the report. Provide the best contact information for your organization. This information will be publicly
lable In the Charities Registry and will be used for communication to your organization. If your organization is registered and this is your regular
ual filing, check Initial Filing. If your contact information needs to be updated, check Address Change and/or Name Change. Check Amended Filing if
are making a change to a previous filing. If you have submitted a CHAR41 0- "Registration Statement for Charitable Organizations" - but do not yet
a NY State Registration Number, check NYReg Pending. If this is a final filing and the organization is seeking dissolution or ceasing operations, check
I Filing and submit all applicable IRS schedules and attachments. If your organization is NY corporation, visit www.CharitiesNYS.com for
rmation on how to dissolve. Check the registration category of your organization (7A, EPTL, DUAL or EXEMPT).

ien you have completed the form, sign and print the name, title and date. For 7A and DUAL filers, the CIIAR500 must be signed by both the president
another authorized officer and the chief financial officer or treasurer. These must be different individuals. EPTL filers have the option of a single
nature if the certification is by a banking institution or a trustee of a trust. Clearly state the title of the representative (e.g. "President," "CEO",
asurer," "CFO," "Bank Vice President" or "Trustee").

You may claim an exemption from the reporting and fee requirements if you meet the filing exemptions applicable to your organization. If claiming an
exemption under one statute (7A and EPTL only filers) or both statutes (DUAL filers) that apply to your registration, complete only parts 1, 2, and 3, and
submit the certified CharSOO. No fee, schedule, or additional attachments are required. Otherwise, file all required schedules and attachments and pay
applicable fees.

Note: A 7A or DUAL filer with contributions over $25,000 that did not contract with a professional fund raiser may check the 7A filing exemption if it (i)
received all or substantially all of its contributions from a single government agency to which it submitted an annual report similar to that required by
Executive Law Article 7A, or (ii) it received an allocation from a federated fund, United Way or incorporated community appeal and contributions from all
other sources did not exceed $25,000.

If you do not qualify for the reporting exemption as described in Part 3, review the checklist of schedules and attachments required to complete your
filing. If your organization qualified for and submitted an IRS 990-N "e-Postcard", you must complete and submit a 990EZ to the NY Charities Bureau for
reporting purposes. The NY Charities Bureau will not accept an IRS 990-N "e-postcard". Also, be aware that CPA audit requirements for 7A and DUAL
filers are set to change again in 2017 and 2021 in accordance with the Nonprofit Revitalization Act of 2013.

Your total fee is based on your registration category (7A, EPTI or DUAL). 7A or EPTI filers only pay the fee that applies to the statute under which th
have registered unless they have claimed an exemption in Part 3. DUAL filers must pay both fees, unless they have claimed an exemption in Part
Consult the CHAR500 to calculate your fee or contact the NY Charities Bureau if you have additional questions.

A and DUAL filers: postmarked within 41/2 months after the organization's accounting period ends. For example, fiscal year end December 31 reports
re due by May 15th of the following year. EPTI filers: postmarked within 6 months after the organization's accounting period ends. A filer may request
n extension of time to file of up to 180 days. Instructions for req uestin g an extension are available at www.CharitiesNYS.com .

tent must be made to the "Department of Law". Send the complete filing with payment to:
Office of the Attorney General, Charities Bureau Registration Section, 120 Broadway, New York, NY 10271.

Attorney General may cancel the registration of or seek civil penalties from an organization that fails to comply with the filing requirements.

CHAR500 Instructions for Completing Your NY Annual Filing (Updated December 2014) Page 1

CHAR500 2014
edule 4a: Professional Fund Raisers, Fund Raising Counsels, Commercial Co-Venturers Open to Public
.CharitiesNYS.com Inspection
you checked the box in question 4a in Part 4 on the CHAR500 Annual Filing for Charitable Organizations, complete this schedule for EACH Professional
nd Raiser (PFR), Fund Raising Counsel (FRC) or Commercial Co-Venturer (CCV) that the organization engaged for fund raising activity in NY State. Use
iditional pages if necessary. Include this schedule with your certified CHAR500 NYS Annual Filing for Charitable Organizations.

Name NY n Number:

THE BARACKOBAMA FOUNDATION - I I I-I I I

nd Raising Professional type: Registration Number
SMOOTTEWES GROUP
Professional Fund Raiser
I I - I I I-I I
Fund Raising Counsel 818 CONNECTICUT AVE., NW STE 200 202-524-8456

/ State / Zip:
Commercial Co-Venturer
WASHINGTON, DC 20006

Start Date:

6/27/14 12/31/14

REFER TO ATTACHED CONTRACT- CONTRACT TERMINATED EARLY BY THE TWO PARTIES

arrangement Amount Paid to

REFER TO ATTACHED CONTRACT $476,551

Yes No If services were provided by a CCV, did the CCV provide the charitable organization with the interim or closing report(s) required by
Section 173(a) part 3 of the Executive Law Article 7A7

Professional Fund Raiser (PFR), in addition to other activities, conducts solicitation of contributions and/or handles the donations (Article 7A, 1 71 -a.4
Fund Raising Counsel (FRC) does not solicit or handle contributions but limits activities to advising or assisting a charitable organization to perform
ich functions for Itself (Article 7A, 171 -a.9).
Commercial Co-Venturer (CCV) is an individual or for-profit company that is regularly and primarily engaged in trade or commerce other than raising
rids for a charitable organization and who advertises that the purchase or use of goods, services, entertainment or any other thing of value will benefit
aritable organization (Article 7A, 171-a.6).

CHAR500 Schedule 4a: Professional Fund Raisers, Fund Raising Counsels, Commercial Co-Venturers (Updated December 2014) Page 1

HAR500
2014
e 4b: Government Open to Public
Grants
.CharitiesNYS.com Inspection
you checked the box in question 4b in Part 4 on the CHAR500 Annual Filing for Charitable Organizations, complete this schedule and list EACH
overnment grant. Use additional pages if necessary. Include this schedule with your certified CHAR500 NYS Annual Filing for Charitable Organizations.

Name of Organization:

THE BARACK OBAMA FOUNDATION I -

2. Government Grants
Name of Government Agency Amount of Grant

1. N/A 1.

2. 2.

3. 3.

4. 4.

5. 5.

6. 6.

7. 7.

8. 8.

9. 9.

10. 10.

11. 11.

12. 12.

13. 13.

14. 14.

15. 15.

Total Government Grants: Total:

CHAR500 Schedule 4b: Government Grants (Updated December 2014) Page 1

line 4) 0. 3.... 0. 4... 2014 and ending DEC 31. 0. 12 Total revenue add lines 8 through 11 (must equal Part VIII.. line lie) 466... 7a ... box if mail is not delivered to street address) Room/suite E Telephone number =Final return/ 300 EAST RMDOLPH STREET 1030 312. and ZIP or foreign postal code )taS 5. line 1 a) 4 4 Number of independent voting members of the governing body (Part VI. 21 Total liabilities (Part X.. column (A)... line lh) 5.. and 7d) 11 Other revenue (Part Viii... lines 5. I declare that I have examined this return....SUITE 600 I CHICAGO.3) 0...254... 18 Total expenses...312.. Subtract line 18 from line 12 ... 6d. line 28) :1 6 Total number of volunteers (estimate if necessary) 7 a Total unrelated business revenue from Part Viii...... column (C)..952.846.. Return of Organization Exempt From Income Tax Form 990 Under section 501(c). correct. 2 Check this box 10.... llf-24e) 1... lOc... b Total fundralslng expenses (Part IX... it is true..J if the organization discontinued Its operations or disposed of more than 25% of its net assets. 1Amended L_Jreturn CHICAGO.. column (A).877. PITTZ4PN AND MCKEEVER... 557..623... 3.. see the separate instructions.1135 termin- ated City or town. I 9 Program service revenue (Part VIII. 19 Revenue less expenses. Form 991) (2014) ..... or tax year beginning JAN 31. 8c.O.. line 26) 188.ACK OBAMA FOUNDATION Name change Doing business as 46-4950751 initial alraturn Number and street (or P..877.870. country... One 12) 0.... 0. 5.. I In 16a Professional fundralsing fees (Part IX.. 17 Other expenses (Part IX. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. lines 1...Do not enter social security numbers on this form as It may be made public. other compensation... and lie) ... line 12 . fines 3...216.......... Internal Revenue Service A For the 2014 calendar year. 36-4189747 Preparer Firms name Use Only Firm's address 819 SOUTH WABASH AVENUE ..482.. 15 Salaries.. Under penalties of perjury. 0.. EXECUTIVE DIRECTOR Type or print name and title lJaw ICheck L_. Sign signature of officer Date Here ROBBIN COHEN......194. lines lia-11d.......214. column (A).. ii. ROBBIN COHEN for subordinates? [:]Yes El No SAME AS C ABOVE H(b) Are all subordinates Included? E Yes No status: LJ501(c)(3) L... and to the best of my knowledge and belief.626... column (A). or 4947(a)(1) of the internal Revenue Code (except private foundations) _2 Department of the Treasury 10..... column (A).... and complete... line 2g) 10 Investment income (Part VIII..482.Me$ I 5..434... 0 of Current Year if Year 20 Total assets (Part X.. 14 Benefits paid to or for members (Part IX. L...4 4 5 Total number of Individuals employed in calendar year 2014 (Part V. column (A)....434. lines 5-10) 173.... nt Year a) 8 Contributions and grants (Part VIII.670. XL 60605 I Phone no.. (see instructions) BARACKOBAXAPOUNDATION • ORG Year 2014 I M State of leaal domicile: DC 1 Briefly describe the organization's mission or most significant activities: THE FOUNDATION 's INITIAL FOCUS IS THE DEVELOPMENT OF THE PRESIDENTIAL CENTER.623. 2014 B Chick if C Name of organization D Employer Identification number applicable: Addr THE BAP..312-786--0330 432001 11-07-14 LHA For Paperwork Reduction Act Notice... Including accompanying schedules and statements. line 16) 3. IL 60601 H(a) Is this a group return tion pending F Name and address of principal officer..839. LLC Firm's EIN b. column (D).. column (A)... 9c... state or province. 3 Number of voting members of the governing body (Part Vi. line 1 b) ... Add lines 13-17 (must equal Part IX. line 25) 0. 13 Grants and similar amounts paid (Part IX....J 501(c or If 'No.. column (A)..... 527..434.." attach a list.877.. line 25) 1... employee benefits (Part IX. I Incilimployd '00692224 WASHINGTON.0 ruin Paid \JIV(PcJ UIVe... column (A).

.S. Treasury and Its designated Financial Agent to Initiate an electronic funds withdrawal (direct debit) entry to the financial Institution account Indicated In the tax preparation software for payment of the organization's federal taxes owed on this return. Do not complete more than line In Part I.. DOUBLE SIDED IRS e-file Signature Authorization OMB No........_ L4I&.... (b) the reason for any delay In processing the return or refund.. line l2) lb 5... blank (do not enter .on the return... lf any (Form 9SO.S.. Sb. line 8c) .. 8879EO for an Exempt Organization Oapalmant of the Traaaay Intamal Revenue Service For calendar yew 2014. if any (Form 990-E7... Treasury Financial Agent at 1-888.... 204 zI1irI' THE BPRACK OBMLA FOUNDATION 46-4950751 Name and title of officer ROEBIN COHEN EXECUTIVE DIRECTOR [!art I J Type of Return and Return Information (whole Dollars Only) Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount. 2b. and ending DEC 31 Do not send to the IRS.. I confirm that lam submitting this return In accordance with the requirements of Pub.. It I have Indicated within this return that a copy of the return Is being filed with a state agencyçies) regulating charities as part of the IRS Fed/State program. 2a Form 990-EZ check here lo.. If you check the box on line is. 2s..434..See Instructions Do Not Submit This Form To the IRS Unless Requested To Do So U-IA For Paperwork Reduction Act Notice. but do not enter all zeros as my signature on the organization's tax year 2014 electronically flied return. I authorize the U.. PITTEAN AND X4CXBEVER.. below.. 4b. la Form 99O check here b Total revenue.....3534537 no later than 2 business days prior to the payment (settlement) date. I further declare that the amount In Part I above Is the amount shown on the copy of the organization's electronic return.... if applicable. column (A). El As an officer of the organization.. see Instructions.... or 5b. Keep for your records. from the return. Sb 4a Form 990-PF check here El b Tax based on Investment Income (Form 990-PF. Part VI....... 4a or Ha......4b Ha Form 8868 check here b Balance Due (Form 8868.).. and (c) the date of any refund.877. LLC to enter my PIN!_30000 ERO firm name Enter five numbers....... and the financial Institution to debit the entry to this account To revoke a payment.... I will enter my PIN as my signature on the organization's tax yer 2014 electronically flied return. I consent to allow my intermediate service provider. Date o// ERO Must Retain This Form .. or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission. ... [J b Total revenue. if you entered -0.2b 3a Form 1 120-POL check here El b Total tax (Form I 120-POL. line 9) . and complete... 1545-1118 F.. transmitter..Sb I Part II I Declaration and Signature Authorization of Officer Under penalties of perjury. Enter your six-digit electronic filing Identification number (EFIN followed by yourfive-dlgtt self-selected PIN. or fiacal yew beginning JAN 31 • 2014... 3a...... But.. Officers signature .. the Organization's consent to electronic funds withdrawal... line 3c or Part II. whichever Is applicable.... I declare that lam an officer of the above organization and that I have examined a copy of the organization's 2014 electronic return and accompanying schedules and statements and to the best of my knowledge and belief.. then enter 0 on the applicable line below.. I must contact the U.0... they are true. which Is my signature on the 2014 electronically filed return for the organization Indicated above. If I have indicated within this return that a copy of the return Is being filed with a state agency(tes) regulating charities as part of the IRS Fed/State program... correct... Form 8879-EO (2014) 09-20-14 13070507 787226 464950751 2014.... line 5) .03040 THE BARACK OBAA FOUNDATION 46495071 . I have selected a personal Identification number (PIN} as my signature for the organization's electronic return and........ Part VIII. 4183. line 22) . If applicable. Officer's PIN: check one box only El] I authorize WASHINGTON. I also authorize the financial Institutions Involved In the processing of the electronic payment of taxes to receive confidential Information necessary to answer Inquiries and resolve Issues related to the payment. If any. Modernized e-Flie (MeF) Information for Authorized IRS e-file Providers for Busi as Returns. then leave One Ib.. and the amount on that line for the return being filed with this form was blank. 15071960000 I do not enter all zeros I certify that the above numeric entry is my PIN.. EROs sIgnature '\/t4y4t.... Date [Part III J Certification and Authentication ERO's EFINJPIN. I will e tar Zon the return's disclosure consent screen..... I also authorize the aforementioned ERO to enter my PIN on the return's disclosure consent screen...... Part 1.

. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others.) (ExpensesS Including grants of$ ) (RevenueS 4." describe these new services on Schedule 0..604." describe these changes on Schedule 0.. and revenue.L:lYes J No If "Yes....... 3 Did the organization cease conducting. as measured by expenses...604. Form 990 (2014) THE BARACK OB7tA FOUNDATION 464950751 Page I Part III I Statement of Program Service Accomplishments Check If Schedule 0 contains a response or note to any line In this Part Ill [i'] I Briefly describe the organization's mission: SEE SCHEDULE 0 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990 •EZ? .. for each program service reported.159.. 4b (Code: ) (Expenses $ Including grants otS _ ) (RevenueS _ 4c (cods: __________ ) (Expenses $ Including grants at $ ) (Revenue $ 4d Other program services (Describe in Schedule 0...03040 THE BARACK OBMA FOUNDATION 46495071 ...159.. Form 990 (2014) 432002 1107-14 18360511 787226 464950751 2014. including grants ofS ) (RevenueS DEVELOPMENT OF THE PRESIDENTIAL CENTER. 4 Describe the organization's program service accomplishments for each of Its three largest program services. Total program service expenses 1.. the total expenses..... or make significant changes in how it conducts. any program services? E:]Yes I] No If "Yes.. 4a (code: ________ )(ExpensezS 1... If any....

Independent audited financial statements for the tax year? If "Yes." complete Schedule Q. Part!! 5 Is the organization a section 501 (c)(4). for escrow or custodial account liability. Part VIII 110 X d Did the organization report an amount for other assets In Part X." complete Schedule D. column (A). Part! 7 Did the organization receive or hold a conservation easement.000 of grants or other assistance to or for any foreign organization? If "Yes. directly or through a related organization." complete Schedule D. hold assets in temporarily restricted endowments. Did the organization engage in lobbying activities. or debt negotiation services? If "Yes. line 9a? If 'Yes. historical treasures." complete Schedule C. permanent endowments. or quasi-endowments? If "Yes. Part III 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to I.' complete Schedule D.' complete Schedule F.000 total of fundraising event gross income and contributions on Part VIII. Part IV 10 Did the organization. Schedule of Con fributor' 3 Did the organization engage In direct or Indirect political campaign activities on behalf of or In opposition to candidates for MMM I. Parts III and IV 16 X 17 Did the organization report a total of more than $15." then complete Schedule D. line 3.000 or more? If 'Yes. Part! 4 Section 501(c)(3) organizations.000 of expenses for professional fundraising services on Part IX. Investment." complete Schedule F. Part Ill 9 Did the organization report an amount in Part X." complete Schedule A I X 2 Is the organization required to complete Schedule B. column (A). TUB BABACK OBANA FOUNDATION 46-4950751 Pane Yea No 1 Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes. or other similar assets? If "Yes. Parts II and IV 15 X 16 Did the organization report on Part IX.." complete Schedule Q. Part IX lid X o Did the organization report an amount for other liabilities In Part X. assessments. a Did the organization report an amount for land. Parts VI." complete Schedule (3. Part VII lib X o Did the organization report an amount for investments. VIII. employees. independent audited financial statements for the tax year? If 'Yes." complete Schedule D. lines 1 c and Be? If "Yes. Part II 8 Did the organization maintain collections of works of art." complete Schedule H Form (2014) 432003 11-07-14 3 18360511 787226 464950751 2014.000 of aggregate grants or other assistance to or for foreign Individuals? If 'Yes. line 13 that Is 5% or more of its total assets reported In Part X. line 16? If "Yes. and program service activities outside the United States." complete Schedule E 13 X 14a Did the organization maintain an office. line 15 that Is 5% or more of its total assets reported In Part X. then completing Schedule D. or historic structures? If "Yes. Part W ha X b Did the organization report an amount for investments . line 16? If "Yes." complete Schedule D. the environment.000 from grantmaking." complete Schedule D. more than $5. or agents outside of the United States? 148 X b Did the organization have aggregate revenues or expenses of more than $10. more than $5. 501 (c)(5). or have a section 501(h) election in effect during the tax year? If "Yes. line 25? If "Yes. Part Ill 20a Did the organization operate one or more hospital facilities? If "Yes. lines 6 and lie? If "Yes." complete Schedule F. and equipment in Part X.000 of gross Income from gaming activities on Part VIII. VII.03040 THE BARACK OBAMA FOUNDATION 46495071 . debt management. buildings. line 10? If "Yes. or X as applicable.' and if the organization answered 'No" to line 12a." complete Schedule D. other securities in Part X. public office? If "Yes. line 21. Part V 10 X 11 if the organization's answer to any of the following questions is "Yes. or aggregate foreign investments valued at $100." complete Schedule D. or 501 (c)(6) organization that receives membership dues.' complete Schedule (3." complete Schedule C." complete Schedule D. fundraising.program related In Part X. Part X ill X 12a Did the organization obtain separate. or similar amounts as defined In Revenue Procedure 98-19? If 'Yes. business. column (A). IX. serve as a custodian for amounts not listed In Part X. line 16? If "Yes. line 3. historic land areas. Parts XI and XII is optional X 13 Is the organization a school described In section 170(b)(1)(A)Ol)? If 'Yes. Part! 17 X 18 Did the organization report more than $15.' complete Schedule D. or provide credit counseling. Part!! 18 X 19 Did the organization report more than $15. Parts XI and XII 12a X b Was the organization included in consolidated." complete Schedule C." complete Schedule G. credit repair. Parts land IV 14b X 15 Did the organization report on Part IX. Part X lie X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes. line 12 that is 5% or more of its total assets reported In Part X. including easements to preserve open space.! provide advice on the distribution or Investment of amounts In such funds or accounts? If "Yes.

Part W 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI. or key employee (or a family member thereof) was an officer. highest compensated employees. line 2 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes. If "No". director. director." complete Schedule R. 2002? If "Yes. line 5. Part I b Is the organization aware that It engaged In an excess benefit transaction with a disqualified person in a prior year." complete Schedule R." complete Schedule N. 6. Part IV MMIU • family member of a current or former officer. Part II." complete Rol Schedule J 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100. and highest compensated employees? If "Yes. Section A. that was Issued after December 31. terminate. director." complete Schedule L. Part V. line 3. trustee. or 5 about compensation of the organization's current and former officers. and Part V. key employee. trustees. Did the organization engage In an excess benefit II! transaction with a disqualified person during the year? If "Yes. Parts! and III 23 Did the organization answer "Yes" to Part VII. and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes. Part II MU! 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301. dispose of. line 2 36 Section 501(c)(3) organizations. or disqualified persons? If "Yes. substantial contributor or employee thereof. key employees. or qualified conservation contributions? If "Yes." complete Schedule M 31 Did the organization liquidate. column (A). trustees." complete Schedule I. Part I 26 Did the organization report any amount on Part X. 4. Part II 27 Did the organization provide a grant or other assistance to an officer. or key employee? If "Yes." complete Schedule R." complete Schedule R. or IV. trustee. Pans Rom 21 Did the organization report more than $5. directors. and exceptions): ill • current or former officer. or key employee? If "Yes. did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(1 3)? If "Yes. or to a 35% controlled entity or family member of any of these persons? If "Yes." complete Schedule L." complete Schedule L. trustee.7701-2 and 301. go to line 25a b Did the organization Invest any proceeds of tax-exempt bonds beyond a temporary period exception? C Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 25a Section 501(cX3). THE BABACK OBANA FOUNDATION 46-4950751 . Part IV Instructions for applicable filing thresholds. conditions." comàtete ill Schedule L. Did the organization make any transfers to an exempt non-charitable related organization? Rol If "Yes. Ill. lines 11 b and 197 381 X I Form 990(2014) 432004 11-07-14 4 18360511 787226 464950751 2014.7701-3? If "Yes. a grant selection committee member.000 as of the last day of the year. line 1? If "Yes. Parts! and I! GIMM 22 Did the organization report more than $5. Part I 32 Did the organization sell. line 1 35a Did the organization have a controlled entity within the meaning of section 512)(13)? MU! MME b If "Yes" to line 35a." complete Schedule R. director. column (A). Part IV 29 Did the organization receive more than $25." complete Schedule I. 501(c)(4). Part IV MME An entity of which a current or former officer. Part Ill 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L. directors.03040 THE BARACK OBAMA FOUNDATION 46495071 . !NI mom director. Part I MU! 34 Was the organization related to any tax-exempt or taxable entity? If "Yes." complete Schedule M MME Jul 30 Did the organization receive contributions of art.000 of grants or other assistance to any domestic organization or domestic government on Part IX." complete Schedule L. key employees. exchange." complete Schedule L. trustee. or dissolve and cease operations? If "Yes. or direct or indirect owner? If "Yes. historical treasures. or 22 for receivables from or payables to any current or former officers. and 501(c)(29) organizations. or transfer more than 25% of its net assets?lf "Yes." answer lines 24b through 24d and complete Schedule K.000 of grants or other assistance to or for domestic individuals on ill Part IX. Part V. trustee. or other similar assets. One 2? If "Yes." complete Schedule L.000 in non-cash contributions? If "Yes." complete Schedule N.

.. or a signature or other authority over.... b Enter the amount of reserves the organization is required to maintain by the states in which the organization Is licensed to Issue qualified health plans .. or other financial account)? b If " Yes.... Transmittal of Wage and Tax Statements..." to line 5a or 5b..N/A 13 Section 501(c)(29) qualified nonprofit health insurance issuers... Is the organization filing Form 990 In lieu of Form 1041? b If "Yes............. airplanes.." did the organization Include with every solicitation an express statement that such contributions or gifts were not tax deductible? Rol 7 Organizations that may receive deductible contributions under section 170(c).......lOa b Gross receipts. did the organization file Form 8899 as required?......... 7d I Rom f Did the organization..... did the organization file a Form 1098-C? 8 Sponsoring organizations maintaining donor advised funds.... provide an explanation In Schedule 0 mom MME 4a At any time during the calendar year.14 5 18360511 787226 464950751 2014... filed for the calendar year ending with or within the year covered by this return I 2a I I I (gambling) winnings to prize winners? ........... Form 990 (2014) THE B...... Part %A I]. for public use of club facilities ....N/A................... a financial account in a foreign country (such as a bank account..) . line 12 ...lob 11 Section 501(cX12) organizations... pay premiums.........000 or more during the year? b If "Yes......... h If the organization received a contribution of cars... " enter the name of the foreign country: mom See instructions for filing requirements for FInCEN Form 114.. and did the organization solicit any contributions that were not tax deductible as charitable contributions? b If 'Yes................. Enter -0. you may be required toe-file (see Instructions) 3a Did the organization have unrelated business gross income of $1. during the year...." indicate the number of Forms 8282 filed during the year e Did the organization receive any funds... securities account....." nmvide an exolanation in Schedule 0 Form 990 (2014) 432005 11-01.... .. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? it b Did any taxable party notify the organization that was or is a party to a prohibited tax shelter transaction? c If "Yes..." has it filed a Form 720 to relDort these oavments? if "No........000........... Enter -0. a Did the sponsoring organization make any taxable distributions under section 4966? N/A 9a b Did the sponsoring organization make a distribution to a donor... did the organization have an interest in. Did a donor advised fund maintained by the N/A sponsoring organization have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds................ line 12... or other vehicles... Ic b If at least one is reported on line 2a.. included on Form 990. or related person? ..ARACK OBANA FOUNDATION 46-4950751 Page 5 I Part VI Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line In this Part V No Ile Enter the number reported In Box 3 of Form 1096......." has it filed a Form 990-T for this year? If "No.....i lb 12a Section 4947(a)(1) non-exempt charitable trusts........03040 THE BARACK OBAHA FOUNDATION 46495071 .. a Did the organization receive a payment In excess of $75 made partly as a contribution and partly for goods and services provided to the payer? b If "Yes.. did the organization file all required federal employment tax returns? Note. Report of Foreign Bank and Financial Accounts (FBAR)........13b c Enter the amount of reserves on hand 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes.... 10 Section 501(c)(7) organizations.... exchange... did the organization file Form 8886-T? 6a Does the organization have annual gross receipts that are normally greater than $100............If not applicable . on a personal benefit contract? g If the organization received a contribution of qualified intellectual property.... directly or indirectly........ Enter: a Initiation fees and capital contributions included on Part VIII.if not applicable ........" did the organization notify the donor of the value of the goods or services provided? Rom MME c Did the organization sell...." to line 3b...... See the instructions for additional information the organization must report on Schedule 0.... to pay premiums on a personal benefit contract? I tofile Form 8282? ..........lb 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming 2a Enter the number of employees reported on Form W-3. If the sum of lines 1 a and 2a is greater than 250.........la b Enter the number of Forms W-2G included in line 18.. or otherwise dispose of tangible personal property for which it was required d If "Yes.. boats...... donor advisor...... Enter: a Gross income from members or shareholders N/A lie b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them. directly or indirectly......." enter the amount of tax-exempt interest received or accrued during the year ..... 12b I I a Is the organization licensed to issue qualified health plans in more than one state? 1A Note......

. IL 60601 432006 11 ......... !UM 8 Old the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: aThe governing body? ................. directors.. 14 Did the organization have a written document retention and destruction policy? ........... and contemporaneous substantiation of the deliberation and decision? a The organization's CEO............................... l6a Did the organization invest in... trustee.............. -fl mmn 7a Did the organization have members.................... and financial statements available to the public during the tax year................. how) the organization made Its governing documents.......... !UM b Are any governance decisions of the organization reserved to (or subject to approval by) members..... processes....' did the organization have written policies and procedures governing the activities of such chapters.... • describe in Schedule 0 how this was done l2c I X 13 Did the organization have a written whistlebiower policy? ..... explain in Schedule 0.............. describe the process in Schedule 0 (see instructions)..... who are independent .. DIR OF ACCTING AND ADM 300 EAST RANDOLPH STREET...... director............ trustee................ If 'Yes... or 1 O below......... Check all that apply.... Form 990 (2014) THE BPIRACR OB7NA FOUNDATION 46-4950751 Page Tart VII Governance.......... III 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers..... Governin g Body and Management -AM.. or participate in a joint venture or similar arrangement with a taxable entity during the year? . or trustees.................. Management. address...... NMI mmn 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organizations assets? 6 Did the organization have members or stockholders? .................... director.................................................... or other persons who had the power to elect or appoint one or more members of the governing body? .. and 990-T (Section 501 (c)(3)s only) available for public inspection......... Executive Director........ Sb...................... b Each committee with authority to act on behalf of the governing body? ........ •irI b If "Yes........ conflict of interest policy... and telephone number of the person who possesses the organization's books and records: THE BARACK OBAMA FOUNDATION C/O J0NEL RUSSETTE..... or affiliates? ..... indicate how you made these available......... comparability data.. and key employees required to disclose annually Interests that could give rise to conflicts? C Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes.. or trustees. director..... directors............................. Policies (This Section B re quests information about policies not required by the Internal Revenue lOa Did the organization have local chapters........................ LJOwn website [IJ Another's website [i] Upon request 0 Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and If so....... Check If Schedule 0 contains a response or note to any line in this Part VI Section A................... 12a Did the organization have a written conflict of interest policy? if 'No...................... or key employee listed In Part Vii.................. above..... or if the governing body delegated broad authority to an executive committee or similar committee........ 15 Did the process for determining compensation of the following persons include a review and approval by independent persons.... who cannot be reached at the NUM on B............Ia If there are material differences In voting rights among members of the governing body.................................... b Enter the number of voting members included In line la.. and fora "No" response to line Ba........... if any.. Is Enter the number of voting members of the governing body at the end of the tax year ............. or top management official .... or changes in Schedule 0. contribute assets to............ describe the circumstances.................. lb 2 Did any officer......... and take steps to safeguard the organization's Section C.......... used by the organization to review this Form 990.....07-14 Form 990 (2014) 6 18360511 787226 464950751 2014. 'NI ISMO 9 Is there any officer.......................................... stockholders......... 20 State the name. or key employee? .... or persons other than the governing body? .............. Section A... CHICAGO. or key employee have a family relationship or a business relationship with any other officer...... ISh X If 'Yes' to line 15a or 15b.................................' did the organization follow a written policy or procedure requiring the organization to evaluate its participation In joint venture arrangements under applicable federal tax law. affiliates..03040 THE BARACK OB................AHA FOUNDATION 46495071 .... and Disclosure Foreach "Yes" response to lines 2 through 7b below.............................. and branches to ensure their operations are consistent with the organization's exempt purposes? I Ia Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe In Schedule 0 the process.............. trustee........ branches.................. 15a X b Other officers or key employees of the organization ... stockholders.. or key employees to a management company or other person? ..... Disclosure 17 List the states with which a copy of this Form 990 is required to be filed 'SEE SCHEDULE 0 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 If applicable)....'go to line 13 b Were officers.. See Instructions. 990..........................

• List all of the organization's former directors or trustees that received. (2) J. 0. trustees (whether individuals or organizations).00 TREASURER x 0. director.OUFFE 5.0. (E). and highest compensated employees who received more than $100000 of reportable compensation from the organization and any related organizations. Key Employees. See instructions for definition of key empioyee. 0. List persons in the following order individual trustees or directors.MISC) organization ganizatlons E and related below organizations line) a (1) MARTIN R. and Independent Contractors Check If Schedule 0 contains a response or note to any line In this Part Vii Section A. (4) MAYA SOETORO-NG 5. officers. 0. in the capacity as a former director or trustee of the organization. • List all of the organization's former officers. NESBITT 10.00 DIRECTOR/PRESIDENT x x 0. 432007 11-07-14 Form VW (2014) 7 18360511 787226 464950751 2014. actor. regardless of amount of compensation. 0. 2 and/or Box 7 of Form 1 099-MISC) of more than $100. KEVIN POORNAN 10. key employees.00 DIRECTOR X 0. • List all of the organization's current officers. • List all of the organization's current key employees. 0. or key employee) who received report- able compensation (Box 5 of Form W. trustee. (5) ROBBIN CONEN 40. Institutional trustees. key employees. Highest Compensated Employees. 0. box if neither the organization nor any current officer. or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average Position Reportable Reportable Estimated (do not chock more than one hours per box.211 099-MISC) from the related DI (W-2/1 099. directors. and former such persons.00 DIRECTOR/VP/SECRETARY X x 0. (3) DAVID PZ. 0. 0.1 0. more than $10. Enter . highest compensated employees. in columns (D). Directors.000 of reportable compensation from the organization and any related organizations. • List the organization's five current highest compensated employees (other than an officer. Directors. and Highest Compensated Employees la Complete this table for all persons required to be listed.00 DIRECTOR/CHAIRMAN x x 0. Trustees.03040 THE BARACK OBAHA FOUNDATION 46495071 . Form 990 (2014) THE BARACK ORAMA FOUNDATION 46-4950751 Page I Part VIII Compensation of Officers. Report compensation for the calendar year ending with or within the organization's tax year.000 from the organization and any related organizations. Officers. and (F) if no compensation was paid. 0. Key Employees. Trustees. unless paon Is both an compensation compensation amount of officer and a dfrector/thiatee) week from from related other (list any the organizations compensation hours for organization (W. If any.

. director.000 of reportable 0 No 3 Did the organization list any former officer........ LLC...842... IL 60606 ESTATE 615. Key Em iloyees. SKDKNICXERBOCKER....n.. or highest compensated employee on line 1 a? If "Yes...000 of compensation from the oraanization.436. CHICAGO....2/1 099-MISC) from the I related I I (W." complete Scheduled for such person 5 ...... 0.. 2 Total number of individuals (Including but not limited to those listed above) who received more than $100...3 . MUCHIN ROSENMAN." complete Scheduled for such individual ..W. x 4 For any Individual listed on line Ia....... c Total from continuation sheets to Part VII....nnfinn 4 Form 990(2014) 432008 11-07-14 8 18360511 787226 464950751 2014.. IL 60661 107.... THE BARACK OBARA FOUNDATION 46-4950751 8 as..0. 818 CONNECTICUT AVENUE. +kn n.. CHICAGO.. N.••• .. unless parson I. d Total (add lines lb and ic) ..03040 THE BARACK OBAMA FOUNDATION 46495071 .... SUITE 200. Section A 0... X Section B. DC 20006 AISING CONSULTANT 476. 0. X 5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If Yes..f ... both an compensation compensation amount of week officer and a dIroctMiatee) from from related other (list any I I the organizations compensation hours for organization (W...000? If 'Yes. KATTEN. Independent Contractors 1 Complete this table for your five highest compensated Independent contractors that received more than $100. WASHINGTON.... 0. (A) (B) (C) Name and business address Description of services Compensation JONES.1 0. is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150...... WASHINGTON.2/1 099.0...MISC) organization 'ganizationsl C I I .. frnn. and Highest ( (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated (do not check more than one hours per box.n n+l...551..r..... Renort comoensatiori for the calendar year endina with or within the oroanizatlon's tax year... 1150 18TH STREET NW - SUITE 800. SHOOT TUNES GROUP.... LLP 525 WEST MONROE.. key employee..... 0.." complete Schedule J for such individual .. DC 20036 TING AND COMMUNICATIONS 230... 300 SOUTH RIVERSIDE PLAZA. LANG LASALLE MIDWEST... 0. 2 Total number of independent contractors (including but not limited to those listed above) who received more than tiflA flflfl . I and related below organizations line) lb Sub-total . or trustee..523.

Ic d Related organizations I oil e Government grants (contributions) le Cn f All other contributions.. 4320 11-07-14 Form 9 18360511 787226 464950751 2014........ O IM I 9 Noncuh contributions Included In lines la-11: $_________________________ h Total........ARACK OBA FOUNDATION 46495071 .... See Part IV.........03040 THE B............. a 8 a Gross income from fundraising events (not Including $ of contributions reported on line 1 c)..... Cl Form 990 (2O14) THE B........ line 18 a b Less: direct expensesb c Net Income or (Joss) from fundralsing events 9 a Gross Income from gaming activities.434...... less returns and allowances a b Less: cost of goods soldb c Net income or floss) from sales of Inventory Miscellaneous Revenue u8lness Cadel b C d All other revenue e Total.................. and ...877....1 0.......Sg similar amounts not Included above if 5........lb c Fundralsing events . Add lines la-if 5...................1 0..... 0......... grants..... 077...............877 2a IH f All other program service revenue 3 investment Income (Including dividends.434...434...... 7 a Gross amount from sales of (I) Securities assets other than Inventory b Less: cost or other basis and sales expenses c Gain or Qoss) d Net gain or (loss) .... See or Part IV. See instructions .Ia b Membership dues ...... Total revenue I Related or I Unrelated 5flLiC MBom u ta exempt function revenue I I business revenue I I a Federated campaigns .. Interest............. I (1) Real I (tO Personal 6 a Gross rents b Less: rental expenses c Rental Income or (loss) d Net rental income or (loss) . and other similar amounts) 4 Income from investment of tax-exempt bond proceeds 5 Royalties ................. Add lines lla•lld .ARACK OB)IEA FOUNDATION 46-4950751 Page I Part VIII I Statement of Revenue Chock if Schedule 0 contains a response or note to any line In this Part VIII ...... line 19 a b Less: direct expensesb c Net Income or (loss) from gaming activities 10 a Gross sales of Inventory.... 12 Total revenue............... gifts..... 5.

. and lOb of Part VIIL i Grants and other assistance to domestic organizations and domestic governments.....03040 THE BARACK OBAMA FOUNDATION 46495071 .. 72..254......... 22...780...931..... conventions...209 49..725 12 Advertising and promotion 237. and amortization 991....... 68. list line 24e expenses on Schedule 0.1 557.. and meetings 20 Interest 21 Payments to affiliates 22 Depreciation....750 3. 23 Insurance 3..........870..........1 4........658 18.... I Investment management fees g Other. bLegal ....475........524..... list line hg expenses on Sch 0............983 10....952...... 17..... Check here EJ If foliowlno SOP 98-2 MSC 958-720) 432010 11-07-14 Form 9U (2014) 10 18360511 787226 464950751 2014........ See Part IV...... and key employees 6 Compensation not included above... See Part IV..198...699.1 66.097 24 Other expenses... 140....) 672...... column (A) amount...... 17 Travel 83...256.1 452.. 668...... trustees.... state.327.... depletion.. foreign governments.......... If line 24e amount exceeds 10% of line 25. directors....523....1 1.562 1....... Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundralsing solicitation...........1 4...1 234....427... line 22 3 Grants and other assistance to foreign organizations...881. See Part IV...1 5.159.... (If line 1 ig amount exceeds 10% of line 25.097.716. c Accounting .. 256.. line 17 466. 177. 17.... All other organizations must comp lete column (A)... 2.. 18 Payments of travel or entertainment expenses for any federal..... 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 Other employee benefits . 5......471 11.. Total and 7b... or local public officials 19 Conferences..417... See Part IV...) a b C d a All other expenses 25 Total functional expenses...194.....604.. column (A) amount...810.. line 21 2 Grants and other assistance to domestic Individuals....075..... L2LJ Do not Include amounts reported on lines 6b.....1 412 127...194..................931 d Lobbying a Professional fundraising services........... Itemize expenses not covered above......544......331 13 Office expenses 41...749. 8.... 10 Payroll taxes 11.... Check if Schedule 0 contains a resoonse or note to an y line In this Part IX ........352.. 26 Joint costs... 14 Information technology 270.053... and foreign Individuals.. 11 Fees for services (non-employees): aManagement ..... 270 15 Royalties .. Form 9gO(2014) THE BARACK OBAMA FOUNDATION 46-4950751 Page 10 I Part IX I Statement of Functional Expenses Section 501(c) (3) and 501(c) (4) organizations must complete all columns..996 59... lines 15 and 16 . to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 152..... 9b....1 61........ Add lines 1 through 24e 1..147...623 7.... 8b........ 466......... 4 Benefits paid to or for members 5 Compensation of current officers.........131 930...............1 1 3... (List miscellaneous expenses in line 24e.. 16 Occupancy .......

and equipment: cost or other basis. Organizations that do not follow WAS 117 (ASC 958). Complete Part X of Schedule D 26 Total liabilities...... net 4 5 Loans and other receivables from current and former officers. Add lines l throuah15 (must eauaI line 34 ______________________________ 2.942. 4 Accounts receivable.. trustees. parties.. and contributing employers and sponsoring organizations of section 501 (c)(9) voluntary In employees' beneficiary organizations (see instr). 15 18 Total assets.. and disqualified persons. bc 9. payables to related third ... net 7 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 7.. line 11 13 Investments ...434... persons described in section 458(c)(3)(B).. See Part IV.. endowment.. and highest compensated employees.... net 656.. key employees. or other funds Z 33 Total net assets or fund balances 3. and lines 33 and 34.. buildings... program-related..216.737. line 11 2. 16 17 Accounts payable and accrued expenses . Complete Part II of Sch L 6 16 7 Notes and loans receivable..... Complete Part IV of Schedule D 22 Loans and other payables to current and former officers. 11 Investments publicly traded securities 12 Investments ...839. line 11 14 Intangible assets 15 Other assets... accumulated Income.. .482.113 30 Capital stock or trust principal.......non-Interest-bearing 1 2.. See Part IV. Organizations that fellow SFAS 117 (ASC 958)....825....443. check here Op- and complete lines 30 through 34. directors...172. 2 Savings and temporary cash Investments _i_ 30... directors. Complete Part II of Schedule L •r '-I 23 Secured mortgages and notes payable to unrelated third parties ur 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities(including federal income tax. THE B7BACK OBAMA FOUNDATION 464950751 Page II y or note to an line in this Part X U (A) (B) Beginning of year End of year I Cash . trustees...... Complete Part II of Schedule L 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(0(1)). building...737.. or current funds 31 Paid-in or capital surplus. key employees... r!1 3. 27 Unrestricted net assets 2. to to 28 Temporarily restricted net assets 656..362...886. and other liabilities not included on lines 17 24)... 0.. b Less: accumulated depreciation .other securities. Complete Part VI of Schedule D . check here L2LJ and U) complete lines 27 through 29.. 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Form 990(2014) 432011 11-07-14 11 18360511 787226 464950751 2014. or equipment fund 32 Retained earnings..623...._ 4 iL 188...... 33 Pledges and grants receivable. highest compensated employees. See Part IV.lOb 991.lOa 10. 29 Permanently restricted net assets LI. or land.216.. lOa Land..000.03040 THE BARACK OBAHA FOUNDATION 46495071 ...670.. Add lines 17 through 25 188. 18 Grants payable ...

482........................... 6 Donated services and use of facilities 7 Investment expenses 8 Prior period adjustments .................................... does the organization have a committee that assumes responsibility for oversight of the audit.......... column (A).............. Combine lines 3 through 9 (must equal Part X..." check a box below to indicate whether the financial statements for the year were compiled or reviewed on a so arate basis...." explain in Schedule 0.............. If "Yes...... 3...................... Subtract line 2 from One 1 ......623.......... If the organization changed either its oversight process or selection process during the tax year.......... X If Yes..... explain why in Schedule 0 and describe an y steps taken to underqo such audits Form 990(2014) 432012 1107-14 12 18360511 787226 464950751 2014................ review......................... 3 Revenue less expenses.................... I Accounting method used to prepare the Form 890: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other............. column (A)) .. line 25) .623.. consolidated basis.. 1 Total revenue (must equal Part VIII.............. or both: Separate basis Consolidated basis Both consolidated and separate basis c If "Yes to line 2a or 2b.434.... 4 Net assets or fund balances at beginning of year (must equal Part X........ line 12) ........952... 3a As a result of a federal award.......................... was the organization required to undergo an audit or audits as set forth in the Single Audit Actand OMB Circular A-133? ............ 2 Total expenses (must equal Part IX.... column (.............. 9 Other changes In net assets or fund balances (explain In Schedule 0) ........ line 33... 0........ or both: Separate basis Consolidated basis Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant? ................ 1........................................ 0........................... line 33................. Form 99D(2014) THE BARACK OBAMA FOUNDATION 46-4950751 Page 12 I Part XII Reconciliation of Net Assets Check if Schedule 0 contains a res ponse or note to an y line In this Part XI 5........................................... 10 Net assets or fund balances at end of year....................... consolidated basis.....482....................... explain in Schedule 0.................................... and Reporting a response or note to any line In this Part XII Iv........... or compilation of its financial statements and selection of an Independent accountant? .........877.............. 2a Were the organization's financial statements compiled or reviewed by an independent accountant? ................................" did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits........... I ia I 3.............." check a box below to indicate whether the financial statements for the year were audited on a separate basis........ 5 Net unrealized gains (losses) on investments ......03040 THE BARACK OBAMA FOUNDATION 46495071 .............254.... b If "Yes......................

4 E] A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(AXIII). f Enter the number of supported organizations I I LI-IA For Paperwork Reduction Act Notice. Department of the Treasury Attach to Form 990 or Form 990-EZ.(Mao Inspection organization THE B?. Open to Public Internal Revenue Seivice atlon about Schedule A (Form 990 or 990-EZ) and its Instructions Is atwww.03040 THE BARACK OBAMA FOUNDATION 46495071 . A supporting organization operated in connection with. D. c El Type Ill functionally integrated. and (2) no more than 33 1/3% of its support from gross investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquired by the organization after June 30. e El Check this box If the organization received a written determination from the IRS that it Is a Type I. Type II. You must complete Part IV. and E. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions).) 10 El An organization organized and operated exclusively to test for public safety. state. or controlled by its supported organization(s). (Complete Part II. 1 if. Its supported organization(s) (see instructions). You must complete Part IV. A supporting organization supervised or controlled in connection with its supported organization(s). Enter the hospital's name. and gross receipts from activities related to its exempt functions subject to certain exceptions. 432021 09-17-14 13 18360511 787226 464950751 2014. supervised. by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s).) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). A supporting organization operated.) 6 7 El El A federal. or association of churches described in section 170(b)(1)(A)(9. ii El An organization organized and operated exclusively for the benefit of. 1975. and functionally integrated with. Sections A. city. See section 509(a)(2). You must complete Part IV.RACX OBMSA FOUNDATION 46-4950751 must complete this part. You must complete Part IV. check only one box. and Part V. see the Instructions for Schedule A (Form 990 or 99e-EZ) 2014 Form 990 or 890-EZ. SCHEDULE A OMB No.) 8 El A community trust described in section 170(b){1)(A)(vI). convention of churches.) See Instructions. The or anlzatlon is not a private foundation because it is: (For lines 1 through ii.EZ) Public Charity Status and Public Support Complete if the organization is a section 501(cX3) organization or a section 4947(a)(1) nonexempt charitable bust. (Attach Schedule E. or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). 1545. Sections A and I).0047 (Form 990 or 990. A supporting organization operated In connection with its supported organization(s) that is not functionally integrated. and state: 5 El An organization operated for the benefit of a college or university owned or operated by a governmental unit described In section 170(b)(1)(A)(iv). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described In section 170(b)(IXA)(vl). Check the box in lines ii a through lid that describes the type of supporting organization and complete lines lie. Type Ill functionally integrated. typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. (Complete Part II. (Complete Part II. to perform the functions of. 2 3 El L] A school described in section 170(bX1XA)(li). (Complete Part Ill. or Type Ill non-functionally Integrated supporting organization. b El Type Ii.) 1 A church. d El Type ill non-functionally integrated.) [J An organization that normally receives: (1) more than 33 1/3% of its support from contributions. Sections A and C. and 11g. or local government or governmental unit described in section 170(bRl)(AXv). membership fees. See section 509(a)(4). Sections A and B. See section 509(a}(3). a El Type I.

check this box and see Instructions Schedule A (Form 990 or 990-EZ) 2014 432022 09-17-14 14 18360511 787226 464950751 2014. Do not Include gain or loss from the sale of capital assets (Explain In Part Vi. column (t) 6 Public SUDDOrt. section u. dividends.12 I 13 First five years. The organization qualifies as a publicly supported organization b 33 1/3'/.) 11 Total support. Explain In Part VI how the organization meets the "facts-and-circumstances' test. and line 15 is 10% or more. If the organization did not check a box on line 13.2014. If the organization did not check a box on line 13. third. If the organization did not check a box on line 13 cr1 6a. line 14 115 % 16a 33 1/31/6 support test . and line 15 is 33 1/3% or more.03040 THE BARACK OBA1'IA FOUNDATION 46495071 . and if the organization meets the'facts-and-circumstances" test. and If the organization meets the 'facts-and-circumstances" test. 16b. and line 14 is 10% or more.16a. 17a. The organization qualifies as a publicly supported organization 18 Private foundation. Add lines 7 through 10 12 Gross receipts from related activities. Schedule A (Form 990 or 990-E 2014 Page 2 Part ll 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. check this box and stop here. and membership fees received. or of Part I or If the organization failed to qualify under Part Ill. If the organization did not check the box on line 13. column (f)) 14 % 15 Public support percentage from 2013 Schedule A. Add lines 1 through 3 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. check this box and stop here. If the org anization did not check a box online 13. 16a. or 17a. fourth. 7. 16b.2013. Subtract Una 5 from Ina 4. etc. Explain in Part VI how the organization meets the °facts-and-circumstances' test The organization qualifies as a publicly supported organization b 10% -facts-and-circumstances test . or 17b.2014. (see instructions) . lotal support Calendar year (or fiscal year beginning In) (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total 7 Amounts from line 4 8 Gross income from Interest. rents. column (U divided byline 11. grants. royalties and Income from similar sources 9 Net income from unrelated business activities. or fifth tax year as a section 501 (c)(3) IN 14 Public support percentage for 2014 (line 6.2013. second. The organization qualifies as a publicly supported organization 17a 100/6 -facts-and-circumstances test . Part II. or 1 6b. whether or not the business is regularly carried on 10 Other income. support test .16a. contributions. please complete Part Ill. payments received on securities loans. check this box and stop here. (Do not include any 'unusual grants. If the Form 990 Is for the organization's first. If the organization fails to qualify under the tests listed below.") 2 Tax revenues levied for the organ- ization'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. and line 14 Is 33 1/3% or more. check this box and stop here.) Cal enda rye ar (or fiscal year beginning In) 2012 I (dm201 I Gifts.

Do not include gain or loss from the sale of capital assets (Explain in Part VI.. or fifth tax year as a section 501 (c)(3) organization. C Add lines 7a and 7b 0.877. check this box and stop here. 7a Amounts included on lines 1..) . and 3 received from disqualified persons 0.877. or 19b. and line 15 is more than 33 1/3%. 2 Gross receipts from admissions.1 5. lithe organization did not check the box on line 14..877. rents. If the Form 990 is for the organization's first. royalties and income from similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30.ihIlr iir%nnr+ Calendar year (or fiscal year beginning In) (a) 2010 2014 I Gifts...11. and line 16 is more than 33 1/3% and line 18 Is not more than 33 113%..1 5. The organization qualifies as a publicly supported organization 20 Private foundation.._____________ 13 Total support.. computation 0? Public Support Percentage 15 Public support percentage for 2014 (line 8. 14 First five years.000 or 1% of the amount on line 13 for the yaw 0.. check this box and see instructions 432023 09•17-14 Schedule A (Form 990 or 990-EZ) 2014 15 18360511 787226 464950751 2014.434.. column (f)) 17 % 18 Investment Income percentage from 2013 Schedule A.tinn A D.") 5. column (I)) 16 Public su000rtoercentaae from 2oi3 Schedule A.. section c. column (t) divided byline 13. (Add lines 9. .434.434.434. 5.. grants. merchandise sold or services per- formed. please complete Part IL) .877. check this box and stop here.877.. second.877. The organization qualifies as a publicly supported organization L1] b 33 1/3% support tests ... If the organization falls to qualify under the tests listed below. Add lines 1 through 5 . 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 bus• mess under section 513 4 Tax revenues levied for the organ- ization'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.2014. computation of investment Income Percentage 17 Investment Income percentage for 2014 (line bc.1Oc.. payments received on securities loans. contributions.434. 5. lithe organization did not check a box on line 14 or line 1 9a. b Amounts Included on lines 2 and 3 received from other than dtsquutlttud persons that exceed the greater of $5. and 12. Schedule (Form 990 or 9901Z1 2014 THE BARACK OBPiNA FOUNDATION 464950751 Page 3 I Part Ill I Support Schedule for Organizations Described in Section 509(a)(2) (Complete only If you checked the box on line 9 of Part I or If the organization failed to qualify under Part II..434. fourth.) 5.. (Do not Include any "unusual grants. 2. and line 17 is not more than 33 1/3%.877. column (t) divided byline 13.03040 THE BARACK OBAMA FOUNDATION 46495071 . line 17 118 % 19a 33 1/3% support tests . line lS section u. Cal endaryear (or fiscal year beginning In) (a) 2010 jb) 2011 (c) 2012 (d) 2013 (e) 2014 (f)Total 9 Amounts from line 6 5. whether or not the business is regularly carried on 12 Other income. and membership fees received. lOa Gross income from Interest.434. If the organization did not check a box online 14. dividends.2013. third.. 5. 1975 cAdd lines 1 D and 1 O 11 Net income from unrelated business activities not included in line lob. Part lll. Part Ill.19a. 5.877.434.877.434.

(ii) the reasons for each such action. Ba 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. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? if "Yes. D.4 y how the supported organizations are designated. Ba b Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest In any entity in which the supporting organization had an interest? if "Yes. or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)). 2 3a Did the organization have a supported organization described In section 501 (c)(4). (5). If historic and continuing relationship. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. 90 iOa Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations. Sc 4a Was any supported organization not organized in the United States ("foreign supported organization")? if "Yes" and if you checked lie or 1 lb in Part I. substituted." complete Part I of Schedule L (Form 990). complete Sections A and B." provide detail in part W." complete Part I of Schedule L (Form 990). or (c) 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. 5a b Type I or Type Ii only." explain in Part VI what controls the organization put in place to ensure such use. 7 Did the organization provide a grant. c Did a disqualified person (as defined in line 9(a)) have an ownership interest in. If designated by class or purpose. provide detail in part w." answer (b) and (c) below (if applicable). Also. or (6)? If "Yes. complete Sections A and C." answer (b) below. I 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. loan. complete Sections A and 0. compensation. or remove any supported organizations during the tax year? If "Yes. assets in which the supporting organization also had an interest? If "Yes.03040 THE BARACK OBAMA FOUNDATION 46495071 . (5). explain. If you checked lie of Part I. complete Sections A. and (iv) how the action was accomplished (such as by amendment to the organizing document)." provide detail in Part VI." provide detail in Part W. and all Type Ill non-functionally integrated supporting organizations)? If "Yes. 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes. and E. (Y) the authority under the organization's organizing document authorizing such action. answer (b) and (c) below. and complete Part V. 3a b Did the organization confirm that each supported organization qualified under section 501 (c)(4). If you checked ii b of Part I." 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.) 432024 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 16 18360511 787226 464950751 2014. If you checked 11 a of Part I. a family member of a substantial contributor. Form 4720. 4c 5a Did the organization add. or (6) and satisfied the public support tests under section 509(a)(2)? if "Yes" describe In PM V1 when and how the organization made the determination." answer (b) and (c)below. 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 (a) its supported organizations. or derive any personal benefit from. b Did the organization have any excess business holdings in the tax year? (Use Schedule C. or removed." explain In p how the organization determined that the supported organization was described in section 509(a)(1) or (2). or a 35-percent controlled entity with regard to a substantial contributor? if "Yes." explain in Part Vy what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 1 70(c)(2)() purposes. 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.) Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No" describe in p. to determine whether the omanization had excess business holdinas. Schedule A (Form 99Oor99O-EZ)2014 THE BMIACK OB1iA FOUNDATION 46-4950751 Page I Part IV I Supporting Organizations (Complete only if you checked a box on line 11 of Part I. Sb c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2) (B) purposes? if "Yes. describe the designation. If you checked lid of Part I. (b) individuals that are part of the charitable class benefited by one or more of its supported organizations. substitute. including () the names and EIN numbers of the supported organizations added.

b U The organization is the parent of each of its supported organizations. explain In part w how providing such benefit carried out the purposes of the supported organization(s) that operated." describe in pad 1. THE B)RP.' describe in 0." then in I'e.4 in the role øiaved by the oroanizatlon in this reaard." explain in how the organization maintained a close and continuous working relationship with the supported organization(s). - No I Did the organization provide to each of Its supported organizations. c The organization supported a governmental entity. (2) a copy of the Form 990 that was most recently filed as of the date of notification. Answer (a) and (b) below. 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. how the organization was responsive to those supported organizations. Complete line 3 below. - 2 Section 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. or c. either alone or together with persons described in (b) and (c) below. the governing body of a supported organization? b A family member of a person described in (a) above? c A 35% controlled entity of a person described in (a) or (b) above?lf "Yes" to a. directors. Answer (a) and (b) below.' explain in pan W the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. if any. and how the organization determined that these activities constituted substantially all of its activities. 3 By reason of the relationship described in (2). supervised. 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. b Did the activities described in (a) constitute activities that. (1) a written notice describing the type and amount of support provided during the prior tax year. or trustees of each of the supported organizations? Provide details in Pitt W. applied to such powers during the tax year. describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions. trustees. or controlled the supporting organization? if "Yes. to the extent not previously provided? 2 Were any of the organization's officers. a Did the organization have the power to regularly appoint or elect a majority of the officers. b Did the organization exercise a substantial degree of direction over the policies." describe in pan q how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 432025 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 17 18360511 787226 464950751 2014. or controlled the supporting organization. but for the organization's involvement. Describe in Part VI how you supported a government entity (see Inst 2 Activities Test. one or more of the organization's supported organization(s) would have been engaged in? If 'Yes.7 how the supported organization(s) effectively operated. Complete line 2 below. by the last day of the fifth month of the organization's tax year.03040 THE BARACK OBAHA FOUNDATION 46495071 . 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.t W Identify those supported organizations and explain how these activities directly furthered their exempt purposes.CK OB7HA FOUNDATION 46-4950751 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls. provide detail In p Section B. Type III Check the box next to the method that the organization used to satisfy the Integral Part Test during the Y ear(see instructions): a U The organization satisfied the Activities Test. programs. supervised. and (3) copies of the organization's governing documents in effect on the date of notification. or controlled the organization's activities. directors. 3 Parent of Supported Organizations." describe In part W the role the organization's supported organizations played in this regard. If the organization had more than one supported organization. supervised. b. and activities of each of its su pported oroanizations? If "Yes. 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated. Section E. Type! Supporting Organizations _!2!i Did the directors. 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.

Subtract line 5 from line 4. Adjusted Net Income I (A) Prior Year I Net short-term capital gain 2 Recoveries of prior-year distributions 3 Other gross income (see instructions) 4 Add lines 1 through 3 5 Depreciation and depletion 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management.Minimum Asset Amount (A) Prior Year I Aggregate fair market value of all non-exempt-use assets (see a Average monthly value of securities b Average monthly cash balances c Fair market value of other nonexeni e Discount claimed for blockage or other factors (explain In detail in Part VII: 3 Subtract line 2 from line id 3 4 Cash deemed held for exempt use. See instructions. Schedule A (Form 990 or 990-EZ) 2014 432029 09-17-14 18 18360511 787226 464950751 2014.035 7 Recoveries of priojyear distributions 8 Minimum Asset Amount (add line 7 to line Section C . All other Type Ill non-functionally integrated supporting organizations must complete Sections A through E. 20.Distributable Amount Current Year 1 Adjusted net Income for prior year (from So 2 Enter 85% of line 1 3 Minimum asset amount for prior year (from: 4 enter greater ot iine z or uine 5 income tax imposed in prior year 5 8 Distributable Amount. unless subject to emergency temporary reduction (see instructions) 6 7 L. Enter 1-1i% of line 3 (for greater amount. 4 5 Net value of non-exemot-use assets (subtract line 4 from line 3) 5 o Multiply line 5 by . THE BABACK OBANA FOUNDATION 46-4950751 I Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. (B) Current Year Section A . 6 and 7 from line 4) (B) Current Year Section B .J Check here if the current year is the organization's first as a non-functionally-integrated Type Ill supporting organization (see Instructions).03040 THE BARACK OBMIA FOUNDATION 46495071 . see instructions). conservation. or maintenance of property held for production of income (see insti 6 7 Other expenses (see Instructions) 8 Adjusted Net Income (subtract lines 5. 1970.

Add lines 1 through 6. see Instructions). to 2014: a b C d a From 2013 f Total of lines 3a throuah e 4 Distributions for 2014 from Section D. if any. THE BIIRACK OBAMA FOUNDATION 46-4950751 F 1LIUII 61 IJIDUIUUIIUIID I Current Year I Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations. see instructions).Distribution Allocations (see instructions) Pre-2014 Amount for 2014 I Distributable amount for 2014 from Section C. 5 Remaining underdlstributlons for years prior to 2014. if any. 7 Total annual distributions. See Instructions. Subtract lines 4a and 4b from 4. line 7: $ a Applied to underdistributions of prior years b Applied to 2014 distributable amount c Remainder. line 2 Underdistributlons. Subtract lines 3h and 4b from line 1 (if amount greater than zero. 9 Distributable amount for 2014 from Section C. Subtract lines 3g and 4a from line 2 (if amount greater than zero. See instructions. 6 Remaining underdistributions for 2014. for years prior to 2014 (reasonable cause required-see Instructions) 3 Excess distributions carryover. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details In Part VI). if any. Add lines 3j b 4 Schedule A (Form 990 or 990-EZ) 2014 432027 09-17-14 19 18360511 787226 464950751 2014. 7 Excess distributions carryover to 2015. In excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organization! 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe In Part VI). line 6 (i) (Ii) (hI) Excess Distributions Underdistributions Distributable Section E .03040 THE BARACK OBAMA FOUNDATION 46495071 .

PART II . Schedule A(Form 990 or 990 .03040 THE BARACK OB1MA FOUNDATION 46495071 . and Part Ill line 12. ) 2014 THE BARACK OBAMA FOUNDATION 46-4950751 Page 8 I Part VI I Supplemental Information. line 10. line 17a or 17b. Provide the explanations required by Part II.SECTION A THE ORGANIZATION BEGAN OPERATIONS ON JANUARY 31 2014. Also complete this part for any additional Information. (See instructions). 43202 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 20 18360511 787226 464950751 2014. Part II.

transferred. tine 7. Part IV. and Include. Part IV. to report in its revenue statement and balance sheet works of art. Complete if the organization answered 'Yes" to Form 990.9. lid. line 1 $ (II) Assets included in Form 990. or 12b. 3 Number of conservation easements modified. not to report in its revenue statement and balance sheet works of art. provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue included in Form 990. line 1 $ b Assets Included In Form 990.)(4)(B)(i) and section 170(h)(4)(B)Oi)? EJ Yes No 9 In Part All. and enforcement of the conservation easements it holds? Yes No 6 Staff and volunteer hours devoted to monitoring. and balance sheet. Historical Treasures. donors. provide. provide the following amounts relating to those items: (I) Revenue included in Form 990. Part X$ 2 If the organization received or held works of art. and not on a historic structure listed In the National Register . inspecting. In Part XIII. as permitted under SFAS 116 (ASC 958). hf.Com p lete if the answered Yes' to Form 990. line 6. inspecting. and enforcing conservation easements during the year 7 Amount of expenses incurred In monitoring. inspection. . as permitted under SFAS 116 (ASC 958). released. b If the organization elected. lie. extinguished. line 6. Yes No 6 Did the organization Inform all grantees. or research in furtherance of public service. or terminated by the organization during the tax year - 4 Number of states where property subject to conservation easement Is located 5 Does the organization have a written policy regarding the periodic monitoring.g. or other similar assets held for public exhibition. education.8. Part IV. Schedule D (Form 990) 2014 432051 10-01-14 26 18360511 787226 464950751 2014. iib. Part X $ LHA For Paperwork Reduction Act Notice. describe how the organization reports conservation easements in its revenue and expense statement. the text of the footnote to the organization's financial statements that describes the organizations accounting for conservation easements. Preservation of land for public use (e. Is If the organization elected.. 12a. 1 Pur ose(s) of conservation easements held by the organization (check all that apply). and enforcing conservation easements during the year $ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(. Part VIII. Department of the Trea5uJy Attach to Form 990. 15450047 SCHEDULE D Supplemental Financial Statements (Form 990) Complete if the organization answered "Yes" to Form 990. and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor. Part VIII. historical treasures. handling of violations. ha. historical treasures. the text of the footnote to its financial statements that describes these items. I Part Ill I Organizations Maintaining Collections of Art. or other similar assets held for public exhibition. line 8. Part IV. or Other Similar Assets. or other similar assets for financial gain. If applicable. Donor advised funds Funds and other accounts I Total number at end of year 2 Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year) 4 Aggregate value at end of year I I 5 Did the organization inform all donors and donor advisors in writing that the assets held In donor advised funds are the organization's property. Open to Public Internal Revenue Service Inspection Name of the organization Employer Identification number THE BABACK OBAMA FOUNDATION 46-4950751 or or Accounts. historical treasures. see the Instructions for Form 990. education. lic. OMB No. or for any other purpose conferring If the organization answered 'Yes to Form 990.03040 THE BARACK OBAHA FOUNDATION 46495071 .Held at the End of the Tax Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements o Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in (c) acquired after 8/17/06. subject to the organizations exclusive legal control? .7. or research in furtherance of public service. 10. recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure [] Preservation of open space 2 Complete lines 2a through 2d If the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

.. line bc...................... 3a(i) (ii) related organizations ...______________ a Other expenditures foi facilities and programs f Administrative expenses g End of year balance 2 Provide the estimated percentage of the current year end balance (fine 1 g.... Part X? L:lYes L:]No b if "Yes.03040 THE BARACK OBAMA FOUNDATION 46495071 .. la Is the organization an agent..bJ. Description of property (a) Cost or other (b) Cost or other (c) Accumulated (d) Book value basis (investment) I basis (other) I depreciation la Land b Buildings C Leasehold improvements d Equipment 10. are the related organizations fisted as required on Schedule R? .................... I Schedule D (Form 990) 2014 432052 10-01-14 27 18360511 787226 464950751 2014.......i ......... Part IV. L..& 'JIll If the organization answered "Yes" to Form 990....J I... Part X. Part IV... LJ Yes L....... 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No (I) unrelated organizations ... or Other Similar Assets(continued) 3 Using the organizations acquisition....... IS 4k... Schedule D(Form 990) 2014 THE BARACK OBAMA FOUNDATION 46-4950751 Page2 I Part Ill I Organizations Maintaining Collections of Art........... check any of the following that are a significant use of its collection Items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research a Other_____________________________________________________ c EJ Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII..434.. and losses d Grants or scholarships ......443.........1 9........ I........ VIII t'L..... Complete If the organization answered "Yes" to Form 990.J No fl.I. column (B)......... line 10....... Historical Treasures...... or other similar assets I Part IV I Escrow and Custodial Arrangements. Form 990. Buildings.......... and 2c should equal 100%.. historical treasures...3b 4 Describe in Part Xlii the intended uses of the organization's endowment funds...1 991..... custodian or other Intermediary for contributions or other assets not Included on Form 990. did the organization solicit or receive donations of art...... and Equipment.. I (al Current year I Ib Prior year I W Two years back I idi Three years back I (e) Four years back la Beginning of year balance b Contributions c Net Investment earnings.......... line 9.. for escrow or custodial account liability? ... Part X.. and other records..... I Part VI I Land...........________________________ IC d Additions during the year ..." explain the arrangement In Part Xlii and complete the following table: Amount cBeginning balance ........... 3a(ii) b If "Yes" to 3a01)........... 2b................. line 21. gains....... ----L... accession.........)................. ....... line 21.. Complete If the organization answered "Yes" to Form 990...... fl........ column (a)) held as: a Board designated or quasi-endowment % b Permanent endowment c Temporarily restricted endowment The percentages In lines 2a.. Part X...... or reported an amount on Form 990. 5 During the year...... line 11 a..... line 10....-----........... Part IV.....id e Distributions during the year f Ending balance If 2a Did the organization Include an amount on Form 990.......... trustee... Part X....... See Form 990....... .

. (B) line 25.) .Program Related. (B) line 12... Schedule D (Form 9gO)2014 THE EABACK OBAMA FOUNDATION 464950751 Page Part VIII Investments .I I 2. Part X. I (a) Description of security or category iud&ig nanie of ecwfty) (b) Book value I (c) Method of valuation: Cost or end-of-year market value (1) Financial derivatives (2) Closely-held equity interests (3) Other equal Form 990.. Part X. (Column (b) must equal Form 990. Part X. Complete if the organization answered "Yes" to Form 990..Other Securities.....03040 THE BARACK OBAHA FOUNDATION 46495071 .. Complete if the organization answered "Yes' to Form 990.. line lie or Ii I. Uability for uncertain tax positions. Part X. line 11 b. line 25. col. See Form 990. (a) Descri ption of liability I (b) Book value I Federal income taxes Total. line 12. Part IV. Part IV..) I I must Investments .. cal. See Form 990. provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740).. In Part XIII. Check here if the text of the footnote has been provided In Part XIII Schedule D (Form 990) 2014 432053 1O0114 28 18360511 787226 464950751 2014..

................................. (This must eauei Form 990... line 7b .... line 25: a Donated services and use of facilities ..... 5 Total revenue.......940 606...) 5.... and 9.............952. Part VIII..... 4b c Add lines 4a and 4b 4c 0... line 18...................................983.............. Provide the descriptions required for Part II.........434. Part IV........... 4 Amounts included on Form 990.._________________ 3 Subtract line 2e from line I -- ........) .......... lines 2d and 4b..877* Bart Xli I Reconciliation of Expenses per Audited Financial Statements With Expenses per teturn.. 5 Total exnenses...... .... 4 Amounts included on Form 990. Part Al. 990) 2014 THE BARACK OBAMA FOUNDATION 46-4950751 Page I Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return..... Part VIII........... line 12............... Complete if the organization answered _"Yes"_toForm 990. Part 1. (This must equal Form 990..... Part VIII........254.... Part IV......) .. 4c 0.............434...729......457....... Part!....729...... 4b o Add lines 4a and 4b ........ Schedule D(Fom............. line 2......729.... Complete if the organization answered "Yes" to Form 990......................... c Recoveries of prior year grants .2e 505......4a b Other (Describe in Part XIII.. Part III......................... line 12: a Net unrealized gains (losses) on investments ..._ Part _IV.952... line 12.. line 12a.. 4a b Other (Describe In Part XIII.........................) ... 5 1 1. Part IX............. 2c d Other (Describe In Part XIII..........___________________ i 2 Amounts included on line 1 but not on Form 990.............. Part X.... 2b c Other losses 2c d Other (Describe In Part Al 1.......... lines 1 a and 4. line 25..... Add lines S and 4c...... lines lb and 2b.........877.... 432054 10-01-14 Schedule D (Form 990)2014 29 18360511 787226 464950751 2014....... 2 Amounts included on line 1 but not on Form 990.. _line 12a I Total expenses and losses per audited financial statements 2.............. lines 2d and 4b.................. ............................................. 3 Subtract line 2e from line l 3 5...) ..... Part IX...... Part V......... 2d e Add lines 2a through 2d 505. Add lines 3 and 4c....... and other support per audited financial statements ...........................254...729....) .. 5..2d e Add lines 2a through 2d ....... line lb .... Also complete this part to provide any additional information.......... 2a 505........ b Prior year adjustments ....................... Part VIII.................. lines 3....... 2a b Donated services and use of facilities 2b 505................. gains....... line 4... 1...... but not on line 1: a Investment expenses not included on Form 990.. 1 Total revenue......03040 THE BARACK OBAMA FOUNDATION 46495071 .... 1 5 ...... but not on line 1: a Investment expenses not Included on Form 990.... .. and Part XII.

NN.TN.806. or if the organization entered more than $15. line Ga.CO.SC.VA. me gnvlfqrm QQ() Employer Identification numi THE BABACK OBAMA FOUNDATION 46-4950751 I Part I I' required Fundraising Activities.AK.LA.806. line 17.PA.WA. i(iii) Old (v) Amount paid (I) Name and address of Individual (ii) Activity h "°' n& ave (iv) Gross receipts to (or retained by) I (vi) Amount paid I cU3Iody Ior control o ftindralser to or retained by) or entity (fundraiser) from activity organization conIy utlana7 listed in col. Schedule G (Form 990 or 990-EZ) 2014 SEE PART IV FOR CONTINUATIONS 4320M 05-25-14 30 18360511 787226 464950751 2014.ME.NH.RI.1 476.AB.ND. 3 List all states In which the organization Is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.1 5.KS. directors.03040 THE BABACK OBAHA FOUNDATION 46495071 . Part VII) or entity in connection with professional furidralsing services? El Yes No b If 'Yes.1 476. 5. SCHEDULE G OMB No.HI.551.GA.IL.NJ.' list the ten highest paid individuals or entitles (fundralsers) pursuant to agreements under which the fundralser is to be compensated at least $5.UT.FL. Part IV.DC.MA.NY. 18. (I) SNOOP TEWES GROUP .444.MI. aMall solicitations eFX7 Solicitation of non-government grants b F7 X Internet and email solicitations f Solicitation of government grants c FX7 Phone solicitations g IT] Special fundralsing events d In-person solicitations 2 a Did the organization have a written or oral agreement with any individual (including officers. I Indicate whether the organization raised funds through any of the following activities. Part IV. Form 990EZ filers are not to complete this part. Open to Public Internal Revenue Service lflsPeCtlOfl tnformalfpn about Schedule 9 (Form 990 or 990-EZI end its Instructions I.444.1 5.CT. Total I 5.NM.806. Complete If the organization answered 'Yes' to Form 990.818 CONNECTICUT AVENUE NW.KY.000 on Form 990-EZ.806.OH2OK. Check all that apply.OR. Departmønt of the Trouu'y Attach to Form 990 or Form 990-EZ.444. see the Instructions for Form 990 or 990-EZ. 1545-0047 Supplemental Information Regarding Fundraising or Gaming Activities (Form 990 or 990 Complete If the organization answered "Yes" to Form 990. trustees or key employees listed in Form 990.551. at wene.CA.000 by the organization. lines 17.WI LHA For Paperwork Reduction Act Notice.MS.NC ND. or 19.444.WV. L.

Page 2 I Part II Fundraising vents......... (a) through col. Part IV.J Yes L_. (c)) (event type) (event type) (total number) cc I Gross receipts ._______ 2 Less: Contributions 1 minus line 4 Cash prizes 5 Noncash prizes 0 S 6 Rent/facility costs 7 Food and beverages a 8 Entertainment 9 Other direct expenses 10 Direct expense summary..J No b If "No.. List events with gross receipts greater than $5.EZ) 2014 31 18360511 787226 464950751 2014.....000. or reported more than $15.... suspended or terminated during the tax year?L.03040 THE BARACK OBA FOUNDATION 46495071 .. line 19...J Yes U No b If "Yes......000 on Form 990•E7. or reported more than $15.. Part IV.. Add lines 2 through 5 in column (d) 8 9 Enter the state(s) in which the organization conducts gaming activities: a Is the organization licensed to conduct gaming activities in each of these states?L..... Schedule G(Form 990 or990-EZ) 2014 THE BARACK OBANA FOUNDATION 454950751 .. I (b) Pull tabs/insiznt (d) Total gaming (add (a) Bingo (c) Other gaming bingo/progressive bingo 01. (a) through col. Complete if the organization answered "Yes" to Form 990. lines 1 and 6b... (c)) > S cc 2 Cash prizes In 3 Noncash prizes tb 4 Rent/facility costs 5 Other direct LI Yes_____ % L_J Yes_____ % LI Yes % 6 Volunteer labor .. Add lines 4 through 9 in column (d) d "Yes" to Form 990.. line 18.No No No 7 Direct expense summary." explain: 432082 08•28-14 Schedule G (Farm 990 or 990 .. line 6a.000 - of fundralsing event contributions and gross income on Form 990•EZ." explain: lOa Were any of the organization's gaming licenses revoked. (a) Event #1 (b) Event #2 (c) Other events (d) Total events (add col....

... 15c. DC 20006 432083 08-28-14 Schedule G (Form 990 or 990 ... 9b....... 13 Indicate the percentage of gaming activity conducted in: fl Yes No a The organization's facility 13a % b An outside facility 113b I % 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name Address 15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? [J Yes No b If "Yes... 15b.. lob.. Yes No b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent In the org anization's own exempt activities durin g the tax year POP. as applicable.... line 2b................ SCHEDULE G..........EZ) 2014 32 18360511 787226 464950751 2014......J No 12 Is the organization a grantor.... WASHINGTON.... Schedule G (Form 990 or 990-EZ) 2014 THE UARACK OBAMA FOUNDATION 46-4950751 Page 3 11 Does the organization conduct gaming activities with nonmembers? L.." enter name and address of the third party: Name Address 16 Gaming manager information: Name Gaming manager compensation $ Description of services provided Director/officer Employee independent contractor 17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? .... LINE 2B............ and 17b. SMOOT TEWES GROUP (I) ADDRESS OF FUNDRAISER: 818 CONNECTICUT AVENUE NW. Provide the explanations required by Part I.. $ Part lvi Supplemental Information........... PART I....... lines 9. and Part Ill.......... LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER.... Also provide any additional information (see instructions)... 16.. beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? .................. columns (311) and (v)...........03040 THE BARACK OBAMA FOUNDATION 46495071 ....J Yes L..." enter the amount of gaming revenue received by the organization $ and the amount of gaming revenue retained by the third party $ c If "Yes.

03040 THE BARACK OBAMA FOUNDATION 46495071 . Schedule G (Form 9900r9YO•EZ) THE BARACK OB1NA FOUNDATION 464950751 Page I Part IV I Supplemental Information (continued) Schedule G (Form 990 or 9W-EA 432084 05-01-14 33 18360511 787226 464950751 2014.

ilo. line 40b. Open To Public Inspection I IJom nf fh r. line 25a or 25b. see the Instructions for Form 990 or 990-E7. Interested person with organization of loan I ganatJon7 principal amount default? . (a) Name of disqualified person (b) Relationship between disqualified I (c) Description of transaction (d) Corrected? person and organization Yes I No 2 Enter the amount of tax Incurred by the organization managers or disqualified persons during the year under section 4958 $ 3 Enter the amount of tax. online 2.27. or Form 990-EZ. 26. above. Part V. Part IV.govI. and 501(c)(29) organizations only). 1545•0047 (Form 990 or 990. Part IV. Complete if the organization answered "Yes" on Form 990 .rnnni. or 28c.I1s. or if the organization (a) Name of(b) (b) Relationship I (C) Purpose (d) Loan to I (a) Original (f) Balance due (g) In BU (I) Written fmmth . or Form 990-E4 Part V. line 26. line 38a or 40b.7. ' 2014 Department of the Treasury Internal Revenue service I Attach to Form 990 or Form 990-EZ.990. If any.thinr. reimbursed by the organization $ I Part 11J Loans to and/or From Interested Persons.28a. line 38a or Form 990. SCHEDULE L I Transactions With Interested Persons 0M13 No. Complete if the organization answered "Yes' on Form 990. Part IV.03040 THE B.ARACK OBPMA FOUNDATION 46495071 . line 25a. Schedule L (Form 990 or 990-EZ) 2014 432131 1O-Q614 18360511 787226 464950751 2014. agreement? Total urants or ASSISta Complete if the orgariiz answered "Yes on Form 99C (a) Name of interested person (b) Relationship between (c) Amount of (d) Type of (e) Purpose of Interested person and assistance assistance assistance the organization LHA For Paperwork Reduction Act Notice. Information about Schedule L (Form 990 or 990-EZ) and Its Instructions Is at vI.EZ. Part V. 28b. I ntlflcatlon number THE BARACK OB?iNA FOUNDATION 146-4950751 'art I I Excess Benefit Transactions (section 501(c)(3). section 501(c)(4).. 25b.EZ)I Complete If the organization answered "Yes" on Form 990.

47.03040 THE BARACK OBAMA FOUNDATION 46495071 . Schedule L (Form 990or99O .16R.52341R. line 28a. (a) Name of interested person (b) Relationship between Interested I (c) Amount of I (d) Description of (e) Sharing or person and the organization transaction transaction I organization's I I rvpntjpq' I I I I MARTY NBSBITT OABD MEMBER.396 . NESBITT MARTY NESBITT OARD MEMBER. NESSITT IS CO-CEO OF AN ORGANIZATION THAT HAS PROVIDED DONATED OFFICE SPACE. Schedule L (Form 990 or 99W-EM -EM 2014 432132 1O-06•14 35 18360511 787226 464950751 2014. BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: MARTY NESBIPT (D) DESCRIPTION OF TRANSACTION: ME. 615. NESBITT Yes#Xxx I Part V I Supplemental Information Provide additional Information for responses to questions on Schedule L (see instructions). Part IV. PART IV. SCH L. NESBITT IS ALSO A BOARD MEMBER OF AN ORGANIZATION THAT WAS PAID FOR CONSULTING SERVICES. (A) NAME OF PERSON: MARTY NESBITT (D) DESCRIPTION OF TRANSACTION: ME. 28b. Complete if the organization answered "Yes" on Form 990. or 28c. ) 2O14 THE BABACK OBAMA FOUNDATION 46-4950751 Page Part IV Business Transactions Involving Interested Persons.

GA.ME. PART VI. FORE 990.AR. Department of the Trsuun) Attach to Form 990 or 990-EZ.HI. SECTION C.UT.14N. LINE 18: THE ORGANIZATION MARES ITS EXEMPT STATUS APPLICATION AND FORE 990 AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST AND INFORMED THOSE REQUESTING THAT THE 990 IS ALSO AVAILABLE ON THE WEBSITE OF GUIDESTAR. LINE 11: THE 990 IS PROVIDED TO AND REVIEWED BY THE BOARD MEMBERS BEFORE FILING. SECTION C. OMB No. SECTION B.HS .KY.TN.NJ. LINE 12C: THE ORGANIZATION REQUIRES EVERYONE TO UPDATE THE CONFLICT OF INTEREST STATEMENT ANNUALLY.NN. Open to Public internal Revenue Service Name of the organization Employer identification number THE BP.NH. SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.OR.FL.NC ND. PART VI. JUSTICE AND DIGNITY THROUGHOUT THE WORLD.03040 THE BARACK OBAHA FOUNDATION 46495071 . PART VI.IL.ACK OBAI4A FOUNDATION 46-4950751 990 PART III LINE 1 FUTURE PLANS INVOLVE THE CREATION OF PROGRAMS AND INITIATIVES THAT REFLECT THE PRESIDENT AND FIRST LADY'S VALUES AND PRIORITIES THROUGHOUT THEIR CAREERS IN PUBLIC SERVICE: EXPANDING ECONOMIC OPPORTUNITY.KS. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990.P. PART VI.MI. PART VI. LIST OF STATES RECEIVING COPY OF FORM 990: AL.WV.OH2OK.NY.MA. FORE 990. LINE 17. FORM 990.VA. LI-IA For Paperwork Reduction Act Notice.MD.CO.PA.SC. see the Instructions for Form 990 or 990-9. LINE 19: THE ORGANIZATION MARES ITS GOVERNING DOCUMENTS.CT.RI.14 36 18360511 787226 464950751 2014.DC. SECTION B.CA.AX.LA.WA.WI FORM 990. Schedule 0 (Form 990 or 990-EM (2014) 432211 08-27. INSPIRING AN ETHIC OF CITIZENSHIP AND PROMOTING PEACE.

000. LINE hG. MANAGEMENT AND GENERAL EXPENSES 3. FUNDRAISING EXPENSES 0.03040 THE BARACK OBMA FOUNDATION 46495071 . MANAGEMENT AND GENERAL EXPENSES 0. PART IX.750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18. 432212 08-27-14 Schedule 0 (Form 990 or 990-EZ) (2014) 37 18360511 787226 464950751 2014.000.300.750. LINE hG. TOTAL OTHER FEES ON FORM 990. REAL ESTATE CONSULTANT: PROGRAM SERVICE EXPENSES 650. OTHER FEES: HP. GRAPHIC DESIGN CONSULTANT: PROGRAM SERVICE EXPENSES 0. Name of the organization Employer identification number THE B1IRACK OB?sHA FOUNDATION 1 46-4950751 PORN 990. CONSULTANT: PROGRAM SERVICE EXPENSES 0.475. MANAGEMENT AND GENERAL EXPENSES 425. TOTAL EXPENSES 425. COL A 672. FUNDRAISING EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. ACADEMIC CONSULTANT: PROGRAM SERVICE EXPENSES 18. FUNDRAISING EXPENSES 0.300. TOTAL EXPENSES 650. PART IX. TOTAL EXPENSES 3.

0.00 16 2. 254. 0. 75.637. Commercial Revitalization Deduction .00 16 2. 2.136.407. Cost Or Basis Exci Basis Depreciation Depreciation Sec 179 Deduction IACHINERY & EQUIPMENT 1COMPUTER 08 21 L 3.136.407.00 16 1. 234. 991. 0.637. Salvage.434. 05-01-14 * (0)-Asset disposed ITC. 0. * GRAND TOTAL 990 SAGE 10 DEPR 10. OMPUTER )9154L 3. 214.434.136. L 3. Bonus. COMPUTER 112014SL 3.118.00 16 2. 2. * 990 PAGE 10 TOTAl IACHINERY & EQUIPM 10. COMPUTER 09 L2 L.434.434. Description Acquired Method Life No. 214. 2014 DEPRECIATION AND AMORTIZATION REPORT FORM 990 PAGE 10 990 Awat Date Line Unadjusted Bus% Reduction In Basis For Accumulated Current Current Year No. 1. 2.118. Section 179.136. COMPUTER )912 14 SL 3.00 16 2. 0. 2. 10. 0 991.. 10.

com THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) FINANCIAL STATEMENTS FROM JANUARY 31.wpmck.4 DOUBLE SIDED WASHINGTON. 2014 .. (312) 786-0330 Suite WJ Fax (312) 786-0323 Chicago. 2014 (DATE OF INCEPTION) TO DECEMBER 31. Illinois 60605-2184 www. PITTMAN & McKEE VER. LLC CERTIFIED PUBLIC ACCOUNTANTS AND MANAGEMENT CONSULTANTS 819 South Wabash Avenue Ph.

2014 TABLE OF CONTENTS PAGE Independent Auditor's Report 3-4 Statement of Financial Position 5 Statement of Activities 6 Statement of Cash Flows 7 Notes to the Financial Statements 8-11 Supplemental Information Schedule of Functional Expenses 2014 13 . I THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) FINANCIAL STATEMENTS DECEMBER 31.

the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances.Im WASHINGTON. Illinois 60605. In making those risk assessments. this includes the design.com INDEPENDENT AUDITOR'S REPORT To the Board of Directors of The Barack Obama Foundation We have audited the accompanying financial statements of The Barack Obama Foundation.wpmck. (a District of Columbia Not-for-Profit Corporation). We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Accordingly. but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. PITTMAN & McKEE VER. we express no such opinion. 2014) to December 31. whether due to fraud or error. LLC CERTIFIED PUBLIC ACCOUNTANTS AND MANAGEMENT CONSULTANTS 819 South Wabash Avenue Ph. whether due to fraud or error. which comprise the statement of financial position as of December 31. as well as evaluating the overall presentation of the financial statements. 2014. and the related statements of activities and cash flows for the period from inception (January 31. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement.2184 www. 3 . Management's Res ponsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America. implementation. and the related notes to the financial statements. An audit also includes evaluating the appropriateness of the accounting principles used and the reasonableness of significant accounting estimates made by management. 2014. The procedures selected depend on the auditor's judgment. including the assessment of the risks of material misstatement of the financial statements. (312) 786-0330 Suite 600 Fax (312) 786-0323 Chicago. Auditor's Responsibility Our responsibility is to express an opinion on these financial statements based on our audit. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatements.

in relation to the financial statements as a whole. Opinion In our opinion. the financial statements referred to above present fairly. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the financial statements. 2014. In our opinion. and other additional procedures in accordance with auditing standards generally accepted in the United States of America. in all material respects.We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. in all material respects. including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves. and the changes in its net assets and its cash flows for the initial period then ended in accordance with accounting principles generally accepted in the United States of America. Other Matter Our audit was conducted for the purpose of forming an opinion on the financial statements as a whole. WASHIPG TON. the financial position of The Barack Obama Foundation as of December 31. The schedule of functional expenses on page 13 is presented for purposes of additional analysis and is not a required part of the financial statements. Illinois April 30. 2015 4 . the information is fairly stated. LLC Chicago. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures. PJTTMAN & McKEE VER.

568 Other Assets Pledges Receivable . 5 .670.482.175 Accrued payroll 11.825.312.362 Restricted investments 30.216 Net Assets Unrestricted 2.333 Prepaid expenses 7.867 Fixed Assets (net) 34.current 333.839 The accompanying Notes are an integral part of these financial statements.670.000 Pledges receivable .623 TOTAL LIABILITIES AND NET ASSETS $ 3.041 Total Current Liabilities 188.long-term 323.839 LIABILITIES AND NET ASSETS Current Liabilities Accounts payable $ 177.886 Temporarily restricted 656. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31.404 TOTAL ASSETS $ 3.942.737 Total Net Assets 3. 2014 ASSETS Current Assets Cash $ 2.172 Total Current Assets 3.

623 Net Assets .572 2.737 $ .457.825.Beginning of Year Net Assets .623 The accompanying Notes are an integral part of these financial statements.434. f. 2014 Temporarily Permanently Unrestricted Restricted Restricted Total Revenue Contributions $ 4.737 - 5.704 General and administrative 485.457.983 Increase in Net Assets 2.606 Expenses Program costs 1.737 - 3.940.877 Contributions .825.283.707 - - 1.869 Total Revenue 656.778.729 - - 505.729 5. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) STATEMENT OF ACTIVITIES FOR THE PERIOD JANUARY 31.886 $ 656. 13.983 Total Expenses - - 2. 6 .707 Fundraising 608. 2014 (DATE OF INCEPTION) TO DECEMBER 31.363.482.in-kind 505.482.704 - - 608.737 $ - $ 5.572 - - 485.End of Year $ 2.363.886 656.140 $ 656.

559) Net Cash Used By Investing Activities (65. 2014 CASH FLOWS FROM OPERATING ACTIVITIES Increase in net assets $ 3.482.041 Net Cash Provided by Operating Activities 3.362 The accompanying Notes are an integral part of these financial statements. 7 .942. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) STATEMENTS OF CASH FLOWS FOR THE PERIOD JANUARY 31.175 Accrued payroll 11.559) Increase in Cash 2. END OF YEAR $ 2.000) Purchase of fixed assets (35.737) Other assets (7.362 Cash and Cash Equivalents.623 Adjustments to reconcile increase in net assets to net cash (used) provided by operating activities: Depreciation 991 (Increase) Decrease in: Pledges receivable (656.007.921 CASH FLOWS FROM INVESTING ACTIVITIES Purchase of investments (30.2014 (DATE OF INCEPTION) TO DECEMBER 31.172) Increase (Decrease) in: Accounts payable 177.942. Beginning of Year CASH AND CASH EQUIVALENTS.

Temporarily restricted net assets: Net assets subject to donor-imposed restrictions that can be fulfilled by the actions of the Foundation pursuant to those stipulations that expire by the passage of time. For financial reporting purposes. environmental stewardship. and engage in activities reflecting President Obama's and the First Lady's values and priorities throughout his career in public service: expanding economic opportunity. inspiring an ethic of American citizenship. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS DECEMBER 31. the Foundation considers all unrestricted highly liquid investments with an initial maturity of three months or less to be cash equivalents. Basis of Presentation The financial statements are prepared in conformity with accounting principles applicable to nonprofit Foundations. Accordingly. Management believes that no allowance for uncollectibility is necessary. global perspective. by which the endowment necessary for the National Archives and Records Administration (NARA) to operate the Presidential Library is created and funded. Cash and Equivalents For purposes of the statement of cash flows. justice and dignity throughout the world. including the Presidential Library. Permanently restricted net assets: Net assets subject to donor-imposed restrictions that are maintained permanently by the Foundation. The Foundation will serve as the vehicle by which the Presidential Library is constructed. in accordance with the statutory requirements outlined in the Presidential Libraries Act. The Foundation anticipates negotiating a joint use agreement with NARA in the future which will outline the responsibilities of both the Foundation and the government and will likely require the Foundation to provide ongoing support for the activities of the Presidential Library. health and wellness. net assets and revenue are classified on the basis of the existence or absence of donor-imposed restrictions. public education. a museum and broader campus. and physical and virtual presence. and. as follows: Unrestricted net assets: Net assets not subject to donor-imposed stipulations over which the Foundation's Board of Directors has discretionary control. initiatives. advances and interprets the themes of civic engagement. revenues are recognized when earned. Pledges Receivable Unconditional pledges to contribute to the Foundation which are expected to be collected within one year are recorded at net realized value. . The Foundation envisions a Presidential Center that. Unconditional pledges expected to be collected in future years are recorded at the present value of estimated collections. 2014 NOTE 1— NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES Nature of Activities The Barack Obama Foundation ("the Foundation") is a nonprofit Foundation which will both plan and develop a Presidential Center for future activities. a spirit of innovation. and expenses are recognized when incurred. and will become an anchor for economic development and cultivate a strong relationship with the library's surrounding community. Basis of Accounting The accounts of the Foundation are maintained. through its mission. and promoting peace. on the accrual basis of accounting. and the financial statements prepared.

Fixed Assets Fixed assets are recorded at cost. Income Taxes The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable tate law. as well as the reported amounts of revenue and expenses during the reporting period. Donated services are recorded as revenue and expenditures when they meet the criteria for recognition in the financial statements. which ranges from 3-7 years for equipment and software. no provision for such taxes has been recognized in these financial statements. Actual results could differ from those estimates. based on the technical merits of the position. management makes estimates and assumptions affecting the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements. Contributions are recorded when cash is received or a pledge is received and are recorded as unrestricted. if purchased. Depreciation is calculated on the straight-line method designed to amortize the cost of the depreciable assets over their estimated useful lives. A donor-restricted contribution is reported as an increase in temporarily or permanently restricted net assets. Use of Estimates In preparing financial statements in conformity with accounting principles generally accepted in the United States of America. there were no unrecognized tax benefits identified or recorded as liabilities. the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities. or fair value at the date of donation. At December 31. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. temporarily restricted or permanently restricted depending on the nature of any donor restrictions. 2014. Unconditional promises to give (in writing) with payments due in future periods are reported as temporarily or permanently restricted support unless explicit donor stipulations or circumstances surrounding the receipt of the promise make clear that the donor intended them to be used to support activities of the current period. When a restriction expires (such as when a time restriction ends or purpose restriction is satisfied). Under this guidance. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS (Continued) DECEMBER 31 2014 NOTE 1— NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (Continued) Revenue Recognition The Foundation accounts for contributions in accordance with FASB Guidance concerning Accounting for Contributions Received and Contributions Made. temporarily net assets are reclassified to unrestricted net assets and are reported in the statement of activities as net assets released from restriction. Accordingly. . depending on the nature of the restriction.

requires the Foundation to disclose estimated fair values for its financial instruments.unadjusted quoted prices in active markets for identical assets that the Foundation has the ability to liquidate as of the reporting date.279 at December 31. The certificates are held as collateral. the Foundation did not hold any financial assets valued using Level 3 inputs. 2014. and assumptions are set forth below for the Foundation's financial instruments. 2014. 10 . THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS (Continued) DECEMBER 31. 2014. receivables. Cash that exceeded federally insure limits totaled $2. As of December 31.RESTRICTED INVESTMENTS Restricted investments represents certificates of deposit maintained in a separate account in accordance with a Commercial Card Agreement. 2014 NOTE 1— NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES (Continued) Fair Value of Financial Instruments FASB Guidance. other assets approximate fair value due to the short maturity of these instruments. Functional Allocation of Expenses The costs of providing the various programs and other activities have been summarized on a functional basis. As of December 31.725. Other expenses that are common to several functions are allocated based on time and other methods. NOTE 2.CONCENTRATIONS OF CREDIT RISK Financial instruments that potentially subject the Foundation to concentrations of credit risk consist principally of cash accounts in financial institutions. The carrying value of cash. Fair value estimates. such as internally developed pricing models or third-party valuations for the asset due to little or no market activity for the asset. Expenses that can be identified with a specific program or support service are allocated directly according to their natural expense classification.inputs other than quoted prices included within Level I that are directly observable for the asset or indirectly observable through corroboration with observable market data.unobservable inputs. Level 2 . Financial assets valued using Level I inputs includes certificate of deposits. the Foundation did not hold any financial assets valued using Level 2 inputs. methods. NOTE 3. FASB ASC 820-10 establishes a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value into three levels as follows: Level 1 . investments. Level 3 . Fair Value Measurement Overall Disclosure. in the statement of functional expenses.

333 Total Pledges Receivable 666.SUBSEQUENT EVENTS The Foundation has evaluated subsequent events for potential recognition and/or disclosure through April 30. 2014 was $991. NOTE 7— RELATED PARTY TRANSACTIONS The Foundation received in-kind contributions of services valued at $458. 2014 NOTE 4— PLEDGES RECEIVABLE Pledges expected to be collected beyond one year are adjusted to net present value by discounting future cash flows.333 for the year ended December 31. Contributed services were for a volunteer employee as the acting executive director provided to support the operations of the Foundation. 2014. a board member of the Foundation also sits on the board of one of the vendors used during the year. 2014 are time restricted.434 Accumulated depreciation (991) Sub-Total 9.666 Net present value discount (3. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) NOTES TO THE FINANCIAL STATEMENTS (Continued) DECEMBER 31. Donated office space estimated at $47.07%) (9. 2014: Computer Equipment $ 10.737 NOTE 5— FIXED ASSETS Fixed assets consist of the following as of December 31. Pledges receivable are due in the following periods: Within one year $ 333. NOTE 8. In addition.333 One to five years 333. 2015.443 Website 25.125 NET FIXED ASSETS $ 34.568 Depreciation expense for the period ended December 31.396 was provided by a firm affiliated with a Board Member. NOTE 6— TEMPORARILY RESTRICTED NET ASSETS The Foundation's temporarily restricted net assets at December 31. the date the financial statements were approved and available to be issued.929) NET PLEDGES RECEIVABLE $ 656. 11 .

SUPPLEMENTAL INFORMATION .

175 - 25 21.577 485.572 $ 2.328 Professional and consulting 992.194 - 466.983 13 .396 Insurance - 3.351 $ 173. THE BARACK OBAMA FOUNDATION (A DISTRICT OF COLUMBIA NOT-FOR-PROFIT CORPORATION) SCHEDULE OF FUNCTIONAL EXPENSES FOR THE PERIOD JANUARY 31.097 3.984 83.707 $ 608.194 Communications 177.200 Office expenses 1.624 47.947 Travel 68.360 Printing and copying 21.870 $ 71.992 Depreciation 452 127 412 991 TOTAL EXPENSES $ 1.075 10.160 2.332 237.260 317.257 Occupancy costs 20.770 5.456.097 Total Before Depreciation 1.992 $ 20.996 - 59.002 21. 2014 Management Program Fundraising & General Total Salaries and benefits $ 80.198 4. 2014 (DATE OF INCEPTION) TO DECEMBER 31.053 7.363.446 19.448 11.457.213 Fundraising - 466.301 1.405.799 95.255 608.704 $ 485.363.

Director/Chairman 300 East Randolph St. J. Director 818 Connecticut Ave. Apt. Suite 4030 Chicago. Director 1949 Naniu Place.The Barack Obama Foundation List of Directors and Officers 300 East Randolph St. Martin H. HI 96822 5. NW Suite 200 Washington. Suite 1500 Chicago. Director/Vice President/Secretary 1455 Market Street 4th Floor San Francisco. Suite 4030 Chicago. LaSalle Street. IL 60601 2.1135 1.626. IL 60654 3. Maya Soetoro-Ng. Robbin Cohen. p2201 Honolulu. Director/President 300 N. Suite 4030 Chicago. IL 60601 312. Kevin Poorman. David Plouffe. CA 94103 4. DC 20006 5. IL 60601 . Nesbitt. Julianna Smoot. Vice President/Treasurer 300 East Randolph St.

COPY OF WITHIN PAPER REC 'fl JUN 16 2015 NYS OFFICE OF THE ATTORNEY GENERAL CHARITIES BUREAU .