| FORM 990, PART 1, LINE 1 |
THE GREATER NEW ORLEANS FOUNDATION IS A CIVIC LEADER ACROSS A 13 PARISH (COUNTY) REGION, SUPPORTING OUR COMMUNITY'S FUTURE THROUGH FUND MANAGEMENT, NONPROFIT EFFECTIVENESS TRAINING, PROGRAMMATIC INITIATIVES, AND BY PROMOTING PHILANTHROPY ITSELF. WITH MORE THAN $325 MILLION IN ASSETS AND A RECENT HISTORY OF GRANTING AN AVERAGE OF $24 MILLION TO NONPROFITS PER YEAR, THE FOUNDATION IS THE CORNERSTONE OF SOCIAL JUSTICE WORK IN SOUTHEAST LOUISIANA. THE FOUNDATION'S KNOWLEDGEABLE STAFF WORKS CLOSELY WITH DONORS AND HIGH-PERFORMING ORGANIZATIONS THAT SEEK TO CREATE A VIBRANT, JUST, AND SUSTAINABLE GREATER NEW ORLEANS REGION FOR ALL. BY WORKING WITH THE FOUNDATION, CHARITABLE INDIVIDUALS ARE GUARANTEED HIGH-QUALITY DONOR SERVICES AND FUND MANAGEMENT. BY PARTNERING WITH THE FOUNDATION, ORGANIZATIONS RECEIVE WRAP-AROUND SERVICES THAT HELP THEM ACHIEVE THEIR MISSIONS WHILE REMAINING FINANCIALLY STABLE AND SUSTAINABLE. IN ITS EXTENSIVE DISASTER RESPONSE AND RECOVERY EFFORTS, PUBLIC EDUCATION INITIATIVES, WORKFORCE DEVELOPMENT PROGRAMMING, ENVIRONMENTAL INITIATIVES, AND NONPROFIT EFFECTIVENESS WORK, THE FOUNDATION STANDS AS THE NEUTRAL GROUND FOR PEOPLE ACROSS SOUTHEAST LOUISIANA TO COME TOGETHER AND SOLVE THE REGION'S MOST PRESSING CHALLENGES. |
| FORM 990, PART III, LINE 1 |
THE GREATER NEW ORLEANS FOUNDATION IS A CIVIC LEADER ACROSS A 13 PARISH (COUNTY) REGION, SUPPORTING OUR COMMUNITY'S FUTURE THROUGH FUND MANAGEMENT, NONPROFIT EFFECTIVENESS TRAINING, PROGRAMMATIC INITIATIVES, AND BY PROMOTING PHILANTHROPY ITSELF. WITH MORE THAN $325 MILLION IN ASSETS AND A RECENT HISTORY OF GRANTING AN AVERAGE OF $24 MILLION TO NONPROFITS PER YEAR, THE FOUNDATION IS THE CORNERSTONE OF SOCIAL JUSTICE WORK IN SOUTHEAST LOUISIANA. THE FOUNDATION'S KNOWLEDGEABLE STAFF WORKS CLOSELY WITH DONORS AND HIGH-PERFORMING ORGANIZATIONS THAT SEEK TO CREATE A VIBRANT, JUST, AND SUSTAINABLE GREATER NEW ORLEANS REGION FOR ALL. BY WORKING WITH THE FOUNDATION, CHARITABLE INDIVIDUALS ARE GUARANTEED HIGH-QUALITY DONOR SERVICES AND FUND MANAGEMENT. BY PARTNERING WITH THE FOUNDATION, ORGANIZATIONS RECEIVE WRAP-AROUND SERVICES THAT HELP THEM ACHIEVE THEIR MISSIONS WHILE REMAINING FINANCIALLY STABLE AND SUSTAINABLE. IN ITS EXTENSIVE DISASTER RESPONSE AND RECOVERY EFFORTS, PUBLIC EDUCATION INITIATIVES, WORKFORCE DEVELOPMENT PROGRAMMING, ENVIRONMENTAL INITIATIVES, AND NONPROFIT EFFECTIVENESS WORK, THE FOUNDATION STANDS AS THE NEUTRAL GROUND FOR PEOPLE ACROSS SOUTHEAST LOUISIANA TO COME TOGETHER AND SOLVE THE REGION'S MOST PRESSING CHALLENGES. |
| FORM 990, PART III, LINE 4A |
BECAUSE THE FOUNDATION SEEKS TO IMPROVE THE QUALITY OF LIFE FOR ALL, WE PROMOTE PHILANTHROPY AS A SOLUTION TO OUR COMMUNITY'S PRESSING ISSUES. BELOW IS A COMPLETE LISTING OF THE FOUNDATION'S WORK. FUND MANAGEMENT: BY WORKINGWITH A DIVERSE SET OF INDIVIDUALS, THE FOUNDATION HELPS DONORS OF ALL TYPES DO THEIR PART TO SOLVE THE CHALLENGES THAT KEEP THEM UP AT NIGHT. THE FOUNDATION WORKS WITH INDIVIDUALS, BUSINESSES AND CORPORATIONS, LOCAL AND NATIONAL FOUNDATIONS, AND GOVERNMENT AGENCIES TO SUPPORT OUR REGION. WITH OVER 800 FUNDS UNDER MANAGEMENT, FUNDHOLDERS ARE PROVIDED WITH EXPERT GUIDANCE AND CONCIERGE SERVICE-ALL FROM ITS HOME IN THE CENTER FOR PHILANTHROPY, IN THE HEART OF NEW ORLEANS. NONPROFIT EFFECTIVENESS: TRAINING NONPROFIT LEADERS TO BE EFFECTIVE, SAVVY, AND RESPONSIBLE STEWARDS OF THEIR ORGANIZATIONS, THE FOUNDATION ANNUALLY SERVES IN EXCESS OF 1,000 INDIVIDUALS. WHETHER A NONPROFIT LEADER NEEDS ENTRY-LEVEL TRAINING IN BOARD GOVERNANCE, FUNDRAISING, OR FINANCIAL MANAGEMENT; OR IN-DEPTH, TARGETED TRAINING OR COACHING, THE FOUNDATION PROVIDES THESE WRAP-AROUND SERVICES. BY PROVIDING THESE SERVICES, THE FOUNDATION IS BOTH PROTECTING AND LEVERAGING THE INVESTMENT MADE IN THESE ORGANIZATIONS BY GENEROUS DONORS. PROGRAM INITIATIVES: THE FOUNDATION'S PROGRAMS REFLECT ITS APROACH TO CREATING A THRIVING COMMUNITY FOR ALL. WITH A DIVERSE PORTFOLIO, THE FOUNDATION INVESTS IN PARTNERS THAT RANGE FROM GRASSROOTS ORGANIZATIONS TO ANCHOR INSTITUTIONS. SOME OF THE FOUNDATION'S MOST POPULAR PROGRAMS ARE HIGHLIGHTED BELOW. IMPACT, THE FOUNDATION'S ANNUAL DISCRETIONARY GRANTMAKING PROGRAM, SUPPORTS HEALTH AND HUMAN SERVICE, ARTS AND CULTURE, EDUCATION AND YOUTH DEVELOPMENT ORGANIZATIONS. NEW ORLEANS WORKS, THE FOUNDATION'S SIGNATURE WORKFORCE DEVELOPMENT PROGRAM, DOES EXACTLY THAT: IT WORKS. UNLIKE SIMILAR WORKFORCE DEVELOPMENT PROGRAMS, NEW ORLEANS WORKS USES AN EMPLOYER-LED MODEL THAT GUARANTEES EMPLOYMENT FOR LOW-TO-MIDDLE SKILLED WORKERS UPON SUCCESSFUL COMPLETION OF TARGETED TRAINING. THROUGH NEW ORLEANS WORKS, THE FOUNDATION HAS BEEN ABLE TO: EMPLOY OVER 350 INDIVIDUALS AND IMPACT NEARLY 1,000 WORKERS THROUGH TRAINING AND ACCESS TO CAREER PATHWAYS; WORK WITH EVERY MAJOR HEALTHCARE EMPLOYER IN THE NEW ORLEANS REGION; IMPLEMENT SHARED TRAINING PRACTICES AND POLICIES BETWEEN HEALTHCARE EMPLOYERS; AND HELP HUMAN RESOURCE DEPARTMENTS AT HEALTHCARE INSTITUTIONS IMPLEMENT PROGRESSIVE HIRING AND PROMOTION PRACTICES TO ALLOW MORE INDIVIDUALS TO QUALIFY FOR AND GAIN EMPLOYMENT AND PROMOTION. LAUNCH THE SECOND CHANCE FUND, WHICH SUPPORTS ORGANIZATIONS THAT GIVE MICRO-GRANTS TO FORMERLY INCARCERATED RETURNING CITIZENS, ALLOWING THEM TO REMOVE SMALL BARRIERS THAT STAND IN BETWEEN THEM AND MEANINGFUL EMPLOYMENT. SECOND CHANCE FUND MICRO-GRANTS HELPED NEARLY 300 PEOPLE IN THE PROGRAM'S FIRST YEAR (2016), BY PROVIDING ITEMS LIKE CONSTRUCTION TOOLS, IDENTIFICATION CARDS, GLASSES, WORK BOOTS, AND TOOLS. URBAN WATER SERIES, THE FOUNDATION'S APPROACH TO HELPING NEW ORLEANS LIVE WITH WATER, HAS HELPED CITY AND REGIONAL OFFICIALS, NATIONAL EXPERTS, NONPROFIT ORGANIZATIONS, AND CITIZENS COME TOGETHER TO LEARN HOW TO RESPONSIBLY MANAGE STORM WATER IN THE NATION'S THIRD RAINIEST CITY. BECAUSE OF THE URBAN WATER SERIES, THE CITY OF NEW ORLEANS ADOPTED ARTICLE 23 TO ITS COMPREHENSIVE ZONING ORDINANCE. ARTICLE 23 ENSURES THAT NEW CONSTRUCTION MUST INCORPORATE PROGRESSIVE WATER MANAGEMENT AND GREEN INFRASTRUCTURE. THE ENVIRONMENTAL FUND IS THE FOUNDATION'S GRANTMAKING PROGRAM TO SUPPORT COASTAL COMMUNITIES. FROM COLLABORATING WITH THE UNITED HOUMA NATION TO HELP NATIVE COMMUNITIES GAIN CLEAR TITLES TO THEIR LAND IN ADVANCE OF CLIMATE-MIGRATION TO WORKING WITH THE ENVIRONMENTAL DEFENSE FUND TO HELP RE-DESIGN THE LOWER END OF THE MISSISSIPPI RIVER, THE ENVIRONMENTAL FUND IS A CATALYST FOR THE PROTECTION AND RESTORATION OF COASTAL COMMUNITIES. LGBT FUND, LOUISIANA'S FIRST DEDICATED SOURCE OF FOUNDATION FUNDING FOR LGBTQ-LED AND -SERVING ORGANIZATIONS, SUPPORTS EQUALITY, FAIRNESS, ACCEPTANCE, AND MUTUAL RESPECT FOR ALL. IN ITS FIRST ROUND OF GRANTMAKING IN 2016, THE LGBT FUND GRANTED $100,000 TO THIRTEEN NEW ORLEANS ORGANIZATIONS. FOR MANY OF THESE ORGANIZATIONS, THIS WAS THEIR FIRST OPPORTUNITY TO RECEIVE GRANT FUNDING OF ANY KIND. 1923 LEGACY SOCIETY CELEBRATES THOSE INDIVIDUALS WHO HAVE REMEMBERED THE GREATER NEW ORLEANS FOUNDATION IN THEIR WILL. THE FOUNDATION'S TEAM OF EXPERTS IN GIFT PLANNING WORK CLOSELY WITH PROFESSIONAL ADVISORS SUCH AS CPAS, INVESTMENT ADVISORS, AND ESTATE ATTORNEYS TO BUILD TAX-SAVVY GIFT PLANS THAT ARE UNIQUE TO THE DONOR AND SERVE THEIR HIGHEST PHILANTHROPIC GOALS. PROMOTION OF PHILANTHROPY: IN 2016, THE FOUNDATION OPENED ITS NEW HOME-THE CENTER FOR PHILANTHROPY - TO BE THE PHYSICAL AND SYMBOLIC HOME FOR STRATEGIC PHILANTHROPY IN SOUTHEAST LOUISIANA. TO CREATE THIS NEW HOME, THE FOUNDATION ASKED SOUTHEAST LOUISIANA TO IMAGINE GREATER: TO IMAGINE A PLACE THAT WOULD BE THE PERMANENT HOME FOR PHILANTHROPY IN THE REGION; A PLACE THAT REFLECTED THE VALUES OF THE FOUNDATION AND ITS PARTNERS - WHETHER DONORS, FUNDHOLDERS, OR NONPROFIT ORGANIZATIONS. BECAUSE OF ITS COMMITMENT TO THE GREATER NEW ORLEANS REGION, THE FOUNDATION IS POISED TO ATTRACT AND DEPLOY PHILANTHROPIC INVESTMENTS LIKE NEVER BEFORE. IN ADDITION TO HOUSING THE GREATER NEW ORLEANS FOUNDATION, THE CENTER FOR PHILANTHROPY IS HOME TO THE GULF COAST OFFICE OF THE W.K. KELLOGG FOUNDATION AND THE CHEVRON LEARNING CENTER. BEYOND THE DOORS OF THE CENTER FOR PHILANTHROPY, THE FOUNDATION PROMOTES PHILANTHROPY THROUGH: GIVENOLA DAY, A 24 HOUR ONLINE GIVING DAY THAT, OVER THE PAST FIVE YEARS, HAS RAISED NEARLY $20 MILLION FOR OVER 700 NONPROFIT ORGANIZATIONS THROUGHOUT THE FOUNDATION'S 13-PARISH SERVICE REGION. WITH A MINIMUM DONATION LEVEL OF $10, GIVENOLA DAY GIVES EVERYONE THE CHANCE TO BE A PHILANTHROPIST. THE FOUNDATION RECEIVES NO FEES FOR PRODUCING GIVENOLA DAY, AND IN FACT ESTIMATES ITS COSTS TO PRODUCE THIS EVENT TO BE $100,000 PER YEAR. GIVING CIRCLES, SUCH AS IMPACT 100 AND EMERGING PHILANTHROPISTS OF NEW ORLEANS, RECRUIT AND ENCOURAGE DIVERSE INDIVIDUALS TO COME TOGETHER TO MAKE A LASTING DIFFERENCE. THROUGH GIVING CIRCLES, THE FOUNDATION CAN MAKE SIZABLE, TRANSFORMATIVE GRANTS TO ORGANIZATIONS PERFORMING OUTSTANDING WORK, WHILE CELEBRATING THE UNIQUE PASSIONS AND PHILANTHROPIC GOALS OF THE GIVING CIRCLE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B |
UPON COMPLETION OF A FINAL DRAFT OF FORM 990, A COPY OF THE DRAFT IS SENT TO MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE IS THEN CONVENED WITH THE REPRESENTATIVES OF THE FOUNDATION'S OUTSIDE CPA FIRM TO DISCUSS THE FORM AND TO REVIEW THE PUBLIC SUPPORT TEST. AFTER ACCEPTANCE BY THE COMMITTEE, THE FORM IS SENT TO ALL MEMBERS OF THE BOARD BEFORE BEING FILED WITH THE APPLICABLE AGENCIES. |
| FORM 990, PART VI, SECTION B, LINE 12C |
THE FOUNDATION ANNUALLY REQUIRES ALL EMPLOYEES AND TRUSTEES TO DISCLOSE ANY POTENTIAL PERSONAL OR BUSINESS ASSOCIATIONS WHICH COULD BE PERCEIVED AS A CONFLICT OF INTEREST. THROUGHOUT THE YEAR TRUSTEES ARE REMINDED TO DISCLOSE ANY NEW RELATIONSHIPS WHERE A CONFLICT OF INTEREST MAY BE PRESENT. NEW TRUSTEES AND NEW EMPLOYEES ARE ALSO REQUIRED TO ATTEND AN ORIENTATION WHERE THIS SPECIFIC TOPIC IS DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15 |
THE EXECUTIVE COMMITTEE OF THE BOARD OF THE GREATER NEW ORLEANS FOUNDATION MEETS ANNUALLY TO REVIEW THE COMPENSATION OF THE PRESIDENT AND CEO AS WELL AS SENIOR MANAGEMENT OF THE FOUNDATION. THE REVIEW CONISTS OF COMPARISONS TO OTHER NON PROFITS IN THE AREA, REVIEW OF ANNUAL COMPENSATION SURVEYS, AND A REVIEW OF OVERALL MARKETS TRENDS IN THE INDUSTRY. THIS INFORMATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE WRITTEN MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 |
THE FOUNDATION'S DETERMINATION LETTER AND FORMS 990 ARE AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS, AS WELL AS VARIOUS POLICIES, ARE ALSO MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE FOUNDATION NOTIFIES THE PUBLIC OF THIS OPTION IN VARIOUS MAILING AND PUBLICATIONS THROUGHOUT THE YEAR. |
| FORM 990, PART XI, LINE 9: |
CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 694,100. |
| FORM 990, PART XII, LINE 2C: |
THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Attach to Form 990 or 990-EZ.