2024-08-27T07:50:46-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 275273239 FUND FOR THE GLOBAL FUND FUND 2027095450 PO BOX 500 SPERRYVILLE VA 22740 TODD SUMMERS PRESIDENT 2027095450 2024-08-26 1 1 AMY FOX P00847276 5712279500 2024-08-26 2023 2024-08-08 14:25:15Z TODD SUMMERS PO BOX 500 SPERRYVILLE VA 22740 25574766 0 X HTTP://FUNDFORTHEFUND.ORG X 2010 DE TO SUPPORT THE GLOBAL FUND TO FIGHT AIDS, TUBERCULOSIS AND MALARIA. 7 6 0 6 0 0 16899253 25574735 0 0 36 31 0 0 16899289 25574766 16534881 18530435 0 0 36000 36000 0 0 0 719361 649643 17290242 19216078 -390953 6358688 19552273 26011700 17665339 17766078 1886934 8245622 TO ENCOURAGE INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND DONOR GOVERNMENTS TO SUPPORT THE GLOBAL FUND, AN INTERNATIONAL FOUNDATION FOCUSED ON ENDING THREE OF THE WORLD'S MOST DEADLY INFECTIOUS DISEASES. 0 0 19076202 18530435 PROGRAMS SUPPORTED BY THE GLOBAL FUND HAVE CUMULATIVELY HELPED SAVE 59 MILLION LIVES, PLACED 24.5 MILLION PEOPLE ON ANTIRETROVIRAL THERAPY FOR HIV, PROVIDED TUBERCULOSIS TESTING AND TREATMENT FOR 34.1 MILLION PEOPLE, AND DISTRIBUTED 1.3 BILLION INSECTICIDE-TREATED NETS TO PROTECT AGAINST MALARIA. 19076202 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 0 0 AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WV X TODD SUMMERS 2027095450 PO BOX 500 SPERRYVILLE VA 20005 TODD SUMMERS PRESIDENT 10.00 X X 36000 0 0 RICHARD PARNELL TREASURER 1.00 X X 0 0 0 FRANCOISE VANNI SECRETARY 1.00 X X 0 0 0 MARIA SOL PINTOS CASTRO DIRECTOR 0.20 X 0 0 0 KATJA ROLL DIRECTOR 0.20 X 0 0 0 SHAUN MELLORS DIRECTOR 0.20 X 0 0 0 PETER VAN ROOIJEN DIRECTOR 0.20 X 0 0 0 36000 0 0 0 0 0 0 RF ADVISORY LTD 57 THE CHASE LONDON UK SW4 0NP CONSULTING SERVICES 405573 FRIENDS OF THE GLOBAL FIGHT AGAINST AIDS 1634 I ST NW SUITE 1100 WASHINGTON DC 20006 ADMINISTRATIVE AND CONSULTING SERVICES 150000 2 25574735 25574735 31 31 25574766 0 0 31 5252048 5252048 13278387 13278387 36000 36000 12857 12857 43000 20000 23000 518612 417250 101362 20068 19237 831 53345 53280 65 1761 1761 19216078 19076202 139876 0 415926 1864238 312335 312366 18823571 23834655 441 441 19552273 26011700 339 4167 17665000 17761911 17665339 17766078 X -15908908 -9238358 17795842 17483980 1886934 8245622 19552273 26011700 6358688 0 X 0 1 X 1 0 X 45268201 52938853 20841830 16899253 25574735 161522872 45268201 52938853 20841830 16899253 25574735 161522872 119360021 42162851 33 95 117 36 31 312 161523184 0.26100 0.25920 X FACTOR 1: THE EXTENT TO WHICH THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROGRAM OF PUBLIC SUPPORTTHE FUND FOR THE GLOBAL FUND ("FUND"), WAS FORMED IN 2011 TO RAISE FUNDS FROM BUSINESSES AND INDIVIDUALS IN SUPPORT OF THE GLOBAL FUND TO FIGHT AIDS, TUBERCULOSIS, AND MALARIA, A SWISS FOUNDATION THAT PROVIDES GRANTS TO LOWER- AND MIDDLE-INCOME COUNTRIES TO ADDRESS THREE GLOBAL EPIDEMICS. THE FUND MAINTAINS A WEBSITE THAT ATTRACTS INDIVIDUAL DONORS AND IS LISTED ON EMPLOYEE MATCHING DONATION PROGRAMS FOR SEVERAL LARGE CORPORATIONS INCLUDING BANK OF AMERICA, CHEVRON, AND APPLE. THE FUND ALSO PARTICIPATES IN FUNDRAISING PROGRAMS SUCH AS BENEVITY.IN ADDITION, THE FUND HAS A CLOSE PARTNERSHIP WITH (RED) (WWW.RED.ORG) ("RED"), A PROGRAM OF THE US-BASED CHARITY ONE CAMPAIGN (WWW.ONE.ORG), THAT SEEKS TO RAISE FUNDS THROUGH INDIVIDUAL AND CORPORATE DONORS ON OUR BEHALF. THIS IS ACCOMPLISHED THROUGH AN AGREEMENT THAT ALLOWS RED TO SOLICIT AND COLLECT FUNDS ON OUR BEHALF. THESE RANGE FROM MASSIVE INDIVIDUAL GIVING CAMPAIGNS, TO COMMERCIAL CO-VENTURES, AND CORPORATE DONATIONS. THIS WORK IS ONGOING AND HAS A BROAD REACH ACROSS THE UNITED STATES AS WELL AS INTERNATIONALLY.TOGETHER THESE DIFFERENT FUNDRAISING CHANNELS HAVE RAISED MILLIONS OF DOLLARS FROM HUNDREDS OF INDIVIDUALS AND BUSINESSES, OBTAINING BROAD PUBLIC SUPPORT THAT ALLOWS US TO CONTRIBUTE TO THE WORK OF THE GLOBAL FUND TO FIGHT AIDS, TUBERCULOSIS, AND MALARIA, A SWISS FOUNDATION RECOGNIZED BY THE UNITED STATES AS A "PUBLIC INTERNATIONAL ORGANIZATION".FACTOR 2: THE EXTENT TO WHICH THE ORGANIZATION'S PUBLIC SUPPORT EXCEEDS THE 10% REQUIREMENT THE FUND'S PUBLIC SUPPORT IS CONSISTENTLY WELL ABOVE THE 10% REQUIREMENT (FOR 2023, OUR PERCENTAGE WAS 26.10%). SEVERAL VERY LARGE, ONGOING DONORS SKEW THE CALCULATIONS SO THAT WE ARE UNABLE TO MEET THE 33% TEST DESPITE THE BREADTH OF PUBLIC SUPPORT RECEIVED.FACTOR 3: WHETHER THE ORGANIZATION'S SUPPORT COMES FROM A WIDE RANGE OF PRIVATE OR GOVERNMENT DONORSTHE ORGANIZATION RECEIVES SUPPORT FROM HUNDREDS OF INDIVIDUAL DONORS EITHER DIRECTLY THROUGH ITS WEBSITE, THROUGH ONLINE CAMPAIGNS, EMPLOYEE MATCHING CONTRIBUTION PROGRAMS, COMMERCIAL CO-VENTURES THROUGH RED, OR LARGE CORPORATE CONTRIBUTIONS FROM APPLE, BANK OF AMERICA, SALESFORCE, COCA-COLA, DOORDASH, NETJETS, FCA AND AMAZON.FACTOR 4: THE EXTENT TO WHICH THE GOVERNING BODY REPRESENTS BROAD PUBLIC INTERESTSTHE FUND'S BOARD OF DIRECTORS IS COMPOSED OF DISTINGUISHED REPRESENTATIVES FROM BUSINESS, PHILANTHROPY, GOVERNMENT, AND GLOBAL HEALTH POLICY. THEY REPRESENT THE BROAD INTERESTS OF THE PUBLIC. IN 2023, THE BOARD CONSISTED OF:- TODD SUMMERS, PRESIDENT OF THE FUND, IS AN INDEPENDENT CONSULTANT WORKING PRIMARILY FOR THE BILL & MELINDA GATES FOUNDATION IN SUPPORT OF ITS RELATIONSHIP WITH THE GLOBAL FUND. - RICHARD PARNELL, THE FUND'S TREASURER, MANAGES A PRIVATE ADVISORY SERVICE FOR PHILANTHROPISTS AND WAS FORMERLY THE CHIEF FINANCIAL OFFICER FOR THE UNITED NATIONS FOUNDATION.- FRANOISE VANNI IS THE DIRECTOR OF EXTERNAL RELATIONS AT THE GLOBAL FUND IN GENEVA, SWITZERLAND.- MARIA SOL CASTRO PINTO IS THE DIRECTOR OF PRIVATE SECTOR PARTNERSHIPS AT THE GLOBAL FUND IN GENEVA, SWITZERLAND.- SHAUN MELLORS, FORMER GF BOARD MEMBER, SERVED AS VICE CHAIR OF ITS STRATEGY COMMITTEE, NOW AT VIIV LEADING THEIR COMMUNITY ENGAGEMENT.- KATJA ROLL, FORMER GERMAN REP ON THE STRATEGY COMMITTEE AND WORKING PART-TIME WITH THE JOEP LANGE INSTITUTE AS THE SENIOR ADVISOR FOR GLOBAL HEALTH DIPLOMACY.- PETER VANROOIJEN, HELPED LEAD THE PARENT ORGANIZATION OF GLOBAL FUND ADVOCATES NETWORK.THIS EMINENT BOARD WORKS TO ENSURE THAT THE FUND'S MISSION IS FULFILLED AS IT SUPPORTS THE WORK OF THE GLOBAL FUND. THE GLOBAL FUND WAS INSTRUMENTAL IN THE ESTABLISHMENT OF THE FUND AND MAINTAINS AN ACTIVE ROLE IN ITS GOVERNANCE.FACTOR 5: THE EXTENT TO WHICH MEANINGFUL SERVICES ARE PROVIDED TO THE PUBLIC, AND PUBLIC OFFICIALS OR CIVIC AND COMMUNITY LEADERS PARTICIPATE IN ITS PROGRAMS AND ACTIVITIESTHE GLOBAL FUND TO FIGHT AIDS, TUBERCULOSIS AND MALARIA IS THE WORLD'S LARGEST PUBLIC HEALTH FINANCIER, PROVIDING FUNDING TO COUNTRIES AROUND THE GLOBE TO IMPLEMENT LIFESAVING PROGRAMS IN THE FIGHT AGAINST THESE THREE DISEASES, WHICH TOGETHER KILL ALMOST FIVE MILLION PEOPLE PER YEAR, MANY OF THEM UNDER THE AGE OF FIVE. THE UNITED STATES IS THE LARGEST DONOR TO THE GLOBAL FUND, PROVIDING APPROXIMATELY ONE-THIRD OF RESOURCES AND LENDING SIGNIFICANT EXPERTISE AND LEADERSHIP. WITHOUT SUSTAINED SUPPORT FROM THE U.S., THE GLOBAL FUND WOULD BE UNABLE TO ACHIEVE THE TREMENDOUS RESULTS IT HAS SEEN AROUND THE WORLD. THE FUND WAS CREATED TO ENSURE THAT THE UNITED STATES REMAINS A LEADER IN GLOBAL HEALTH EFFORTS, WITH A SPECIFIC FOCUS ON THE GLOBAL FUND.TO ACHIEVE THIS OBJECTIVE, THE FUND HELPS TO RAISE FUNDS AND AWARENESS IN SUPPORT OF THE GLOBAL FUND'S WORK PRIMARILY FROM US-BASED INDIVIDUALS AND BUSINESSES. THE PUBLIC IS INVITED TO PARTICIPATE IN OUR WORK THROUGH DONATIONS. THIS IS DONE DIRECTLY AND IN PARTNERSHIP WITH RED, WHICH TYPICALLY ARRANGES HIGH-PROFILE COMMERCIAL CO-VENTURES WITH RED-IDENTIFIED PRODUCTS AND SERVICES. THESE INITIATIVES ATTRACT A WIDE VARIETY OF PARTICIPANTS THAT ALL COME TOGETHER TO SUPPORT THE FUND AND ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 25595902 21136 21136 25574766 0 25574766 19237214 21136 21136 19216078 0 19216078 PART X, LINE 2: THE FUND IS EXEMPT FROM FEDERAL INCOME TAXES AS A NONPROFIT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE FUND DID NOT HAVE A LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE MATERIAL JURISDICTIONS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES INCLUDE THE U.S. AND DELAWARE. MANAGEMENT DOES NOT BELIEVE THAT THE ULTIMATE OUTCOME OF ANY FUTURE EXAMINATIONS OF OPEN TAX YEARS WILL HAVE A MATERIAL IMPACT ON THE FUND'S RESULTS OF OPERATIONS. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE IRS ARE 2020 THROUGH 2023. 1 EUROPE 0 0 GRANTMAKING SUPPORT FOR THE GLOBAL FUND TO FURTHER THEIR EFFORTS TO CONTROL AND PREVENT THE SPREAD OF DISEASES 11295920 ASIA 0 0 GRANTMAKING SUPPORT FOR THE GLOBAL FUND TO FURTHER THEIR EFFORTS TO CONTROL AND PREVENT THE SPREAD OF DISEASES 1982467 0 0 0 0 0 0 13278387 0 13278387 EUROPE DISEASE PREVENTION & CONTROL 11295920 WIRE 0 ASIA DISEASE PREVENTION & CONTROL 1982467 WIRE 0 3 0 0 0 0 0 0 PART I, LINE 2: GRANTEES MUST FURNISH A PERIODIC ACCOUNTING TO THE FUND FOR THE GLOBAL FUND TO SHOW THAT GRANT FUNDS WERE EXPENDED FOR THE PURPOSES APPROVED BY THE BOARD OF THE FUND FOR THE GLOBAL FUND. IN ADDITION, PURSUANT TO THE GRANT AGREEMENTS WITH GRANTEES, FUND FOR THE GLOBAL FUND HAS THE OPTION TO SEND A REPRESENTATIVE TO VISIT THE GRANTEE TO REVIEW FINANCIAL AND OTHER RECORDS. PART I, LINE 3: ACCRUAL METHOD 0 FRIENDS OF THE GLOBAL FIGHT AGAINST AIDS TUBERCULOSIS AND MALARIA 1634 I STREET NW SUITE 1100 WASHINGTON DC 20006 300220874 501C3 5252048 0 TO CONTRIBUTE TOWARDS EFFORTS FOR GREATER ADVOCACY AND RESOURCE MOBILIZATION FOR SUCCESSFUL GLOBAL FUND 8TH REPLENISHMENT 1 PART I, LINE 2: FUND FOR THE GLOBAL FUND REQUIRES PERIODIC STATUS REPORTS TO ENSURE GRANT PROGRESS IS MOVING FORWARD FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO THE BOARD OF DIRECTORS AND COUNSEL FOR THE ORGANIZATION FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. IT IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY PROVIDING NEW DIRECTORS WITH A COPY OF THE POLICY AND BY ASKING BOARD MEMBERS TO REVIEW THE POLICY PERIODICALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION FOR FUND FOR THE GLOBAL FUND'S PRESIDENT INCLUDES DISCUSSION, REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. OTHERWISE, THE ORGANIZATION DOES NOT PAY OTHER STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE NOT DISCLOSED.