CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE (EIN 13-0552040)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-15
IRS object ID
202413209349328021
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T20:12:30-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN130552040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Carnegie Endowment for International PeaceBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ALISON MARKOVITZ COOInCareOfNm
Business Name ControlCARNBusinessNameControlTxt
Phone2024837600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11779 MASSACHUSETTS AVE NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALISON MARKOVITZPersonNm
Person TitleCOOPersonTitleTxt
Phone2029392223PhoneNum
Signature2024-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc BergerPreparerPersonNm
PTINP01871563PTIN
Phone7038930600PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARIANO-FLORENTINO CULLARPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11779 MASSACHUSETTS AVE NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$147,507,098GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CARNEGIEENDOWMENT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1929FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee307TotalEmployeeCnt
Total Volunteers34TotalVolunteersCnt
Total Gross UBI$1,868,129TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,757,769NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,987,756PYContributionsGrantsAmt
CY Contributions Grants$54,613,623CYContributionsGrantsAmt
PY Program Service Revenue$1,842,290PYProgramServiceRevenueAmt
CY Program Service Revenue$2,254,639CYProgramServiceRevenueAmt
PY Investment Income$25,031,905PYInvestmentIncomeAmt
CY Investment Income$29,928,224CYInvestmentIncomeAmt
PY Other Revenue$16,299PYOtherRevenueAmt
CY Other Revenue$3,870CYOtherRevenueAmt
PY Total Revenue$59,878,250PYTotalRevenueAmt
CY Total Revenue$86,800,356CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$27,858,464PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$32,252,836CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,102,207CYTotalFundraisingExpenseAmt
PY Other Expenses$19,343,562PYOtherExpensesAmt
CY Other Expenses$20,343,031CYOtherExpensesAmt
PY Total Expenses$47,202,026PYTotalExpensesAmt
CY Total Expenses$52,595,867CYTotalExpensesAmt
PY Revenues Less Expenses$12,676,224PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$34,204,489CYRevenuesLessExpensesAmt
Total Assets BOY$522,206,675TotalAssetsBOYAmt
Total Assets EOY$569,086,413TotalAssetsEOYAmt
Total Liabilities BOY$43,179,804TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,678,633TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$479,026,871NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$526,407,780NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,954,556ExpenseAmt
Grant$0GrantAmt
Revenue$596RevenueAmt
DescMIDDLE EAST. SEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,756,760ExpenseAmt
Grant$0GrantAmt
Revenue$777,852RevenueAmt
DescRUSSIA AND EURASIA. SEE SCHEDULE O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,352,151ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTECHNOLOGY AND INTERNATIONAL AFFAIRS. SEE SCHEDULE O.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (17 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$3,324,937$0$575ASIA
$3,166,910$0$151COMMUNICATIONS
$3,093,505$0$454SOUTH ASIA
$2,826,619$0$154,228EUROPE
$2,288,816$0$1,308DEMOCRACY, CONFLICT, AND GOVERNANCE
$2,851,848$0$0AMERICAN STATECRAFT
$2,541,449$0$100,862NUCLEAR POLICY
$2,448,117$0$0INFORMATION TECHNOLOGY
$1,294,941$0$0ADMINISTRATIVE-PRESIDENT
$1,259,785$0$0AFRICA
$0$0$1,192,947BUILDING
$1,030,915$0$0CARNEGIE CALIFORNIA
$824,396$0$270SUSTAINABILITY, CLIMATE, AND GEOPOLITICS
$730,869$0$0GLOBAL ORDER AND INSTITUTIONS
$521,342$0$0LIBRARY
$220,645$0$26,790CONFERENCE CENTER
$223,383$0$0THE VISITING DISTINGUISHED STATESMAN PRO
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$28,648,477TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,477,585TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$40,711,944TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document131IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee307EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBEForeignCountryCd
Foreign CountryLEForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryINForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonALISON MARKOVITZ COOPersonNm
Phone4159393049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11779 MASSACHUSETTS AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MARIANO-FLORENTINO CUELLAR
PRESIDENT40.00.0Yes (X)Yes (X)$824,418$0$53,298
PAUL HAENLE
DIRECTOR (1/1/23-12/8/23)40.00.0$427,777$0$78,351Yes (X)
DANIEL BAER
SeniorVP forPolicyResearch40.00.0Yes (X)$394,343$0$56,047
EVAN FEIGENBAUM
VP FOR STUDIES40.00.0Yes (X)$336,760$0$94,243
GEORGE PERKOVICH
KEN OLIVER & ANGELA NOMELLINI40.00.0Yes (X)$365,410$0$64,233
ASHLEY TELLIS
TATA CHAIR, STRATEGIC AFFAIRS40.00.0$335,263$0$87,760Yes (X)
ALISON MARKOVITZ
CHIEF OPERATING OFFICER40.00.0Yes (X)$340,782$0$38,951
ANDREW WEISS
James Fam Chair,VP FOR STUDIES40.00.0Yes (X)$282,273$0$92,283
SUZANNE DIMAGGIO
SENIOR FELLOW40.00.0$282,024$0$90,603Yes (X)
ALISON M RAUSCH
VICE PRESIDENT FOR DEVELOPMENT40.00.0Yes (X)$296,015$0$76,434
MARWAN MUASHER
VP FOR STUDIES40.00.0Yes (X)$304,575$0$60,794
THOMAS CAROTHERS FORMER
SENIOR VP FOR STUDIES40.00.0$304,342$0$59,856Yes (X)
FRANCES BROWN
VP FOR STUDIES40.00.0Yes (X)$272,079$0$91,666
CHRISTOPHER CHIVVIS
SENIOR FELLOW40.00.0$240,204$0$38,726Yes (X)
AIYSHA KIRMANI ZAFAR
CHIEF FINANCIAL OFFICER40.00.0Yes (X)$235,240$0$36,133
MIRIAM MAGDIELIAS OF 323
VP FOR COMMS & STRATEGY40.00.0Yes (X)$174,773$0$36,617
AYMAN ASFARI
TRUSTEE0.50.0Yes (X)$0$0$0
JIM BALSILLIE
TRUSTEE1.00.0Yes (X)$0$0$0
TIM BASS
TRUSTEE1.00.0Yes (X)$0$0$0
CK BIRLA
TRUSTEE0.20.0Yes (X)$0$0$0
BILL BRADLEY
TRUSTEE1.00.0Yes (X)$0$0$0
DAVID BURKE
TRUSTEE0.10.0Yes (X)$0$0$0
HENRI DE CASTRIES
TRUSTEE1.00.0Yes (X)$0$0$0
STEVEN A DENNING
TRUSTEE0.50.0Yes (X)$0$0$0
EILEEN C DONAHOE
TRUSTEE0.00.0Yes (X)$0$0$0
MARGARET HAMBURG
TRUSTEE0.60.0Yes (X)$0$0$0
MAHA IBRAHIM
TRUSTEE0.50.0Yes (X)$0$0$0
JAVED KHAN
TRUSTEE0.00.0Yes (X)$0$0$0
WALTER B KIELHOLZ
TRUSTEE0.50.0Yes (X)$0$0$0
BOON HWEE KOH
TRUSTEE0.50.0Yes (X)$0$0$0
DALE LEFEBVRE
TRUSTEE2.00.0Yes (X)$0$0$0
SUSAN LIAUTAUD
TRUSTEE1.50.0Yes (X)$0$0$0
SCOTT MALKIN
TRUSTEE0.50.0Yes (X)$0$0$0
SUNIL KANT MUNJAL
TRUSTEE0.50.0Yes (X)$0$0$0
ADEBAYO OGUNLESI
TRUSTEE0.850.0Yes (X)$0$0$0
KENNETH E OLIVIER
TRUSTEE1.00.0Yes (X)$0$0$0
JONATHAN OPPENHEIMER
TRUSTEE0.50.0Yes (X)$0$0$0
CATHERINE JAMES PAGLIA
TRUSTEE2.00.0Yes (X)$0$0$0
DEVEN PAREKH
TRUSTEE0.50.0Yes (X)$0$0$0
PENNY PRITZKER
TRUSTEE0.50.0Yes (X)$0$0$0
ALEJANDRO RAMIREZ MAGANA
TRUSTEE0.50.0Yes (X)$0$0$0
VICTORIA RANSOM
TRUSTEE0.750.0Yes (X)$0$0$0
L RAFAEL REIF
TRUSTEE0.50.0Yes (X)$0$0$0
GEORGE SIGULER
TRUSTEE3.00.0Yes (X)$0$0$0
RAMEZ FARID SOUSOU
TRUSTEE0.70.0Yes (X)$0$0$0
ANDREW SPOKES
TRUSTEE1.00.0Yes (X)$0$0$0
RATAN N TATA
TRUSTEE0.150.0Yes (X)$0$0$0
SONGYEE YOON
TRUSTEE2.00.0Yes (X)$0$0$0
YICHEN ZHANG
TRUSTEE0.50.0Yes (X)$0$0$0
ROBERT ZOELLICK
TRUSTEE2.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,416,278TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,055,995TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K65IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
INVESTURE LLC
240 W Main Street Suite 500CHARLOTTESVILLEVA22902INVESTMENT MGMT$1,501,098
TYPECODE LLC
20 JAY STREET SUITE 294BROOKLYNNY11201WEB DESIGN AND DEVP.$606,105
M2 CONSTRUCTION LLC
11250 Roger Bacon Drive Unit13RESTONVA20190CONSTRUCTION SERVICE$424,861
ARIEL E LEVITE
CONSULTING SERVICES$234,387102 HAGEFEN STREETRAMAT HASHARON0IS4728746
RICHARD YOUNGS
CONSULTING SERVICES$214,538MADRONOS 11 6DMADRID0SP28043
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Government Grants$8,992,272GovernmentGrantsAmt
All Other Contributions$45,621,351AllOtherContributionsAmt
Noncash Contributions$266,062NoncashContributionsAmt
Total Contributions$54,613,623TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME532000$1,219,322$1,219,322
U.S. GOVERNMENT REVENUE900099$877,662$877,662
EARNED REVENUE900099$153,184$153,184
PUBLICATION900099$4,292$4,292
MISCELLANEOUS REVENUE900099$179$179
FieldValueIRS element (for citing)
Total Program Service Revenue$2,254,639TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,234,943TotalRevenueColumnAmt
Unrelated Business Revenue$1,868,129UnrelatedBusinessRevenueAmt
Exclusion$2,366,814ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,295TotalRevenueColumnAmt
Exclusion$2,295ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$86,400,023SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$60,706,742SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$25,693,281SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,693,281TotalRevenueColumnAmt
Exclusion$25,693,281ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,575TotalRevenueColumnAmt
Exclusion$1,575ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,575OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,800,356TotalRevenueColumnAmt
Related Or Exempt Func Income$2,254,639RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,868,129UnrelatedBusinessRevenueAmt
Exclusion$28,063,965ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,643,644TotalAmt
Program Services$1,972,378ProgramServicesAmt
Management And General$1,680,815ManagementAndGeneralAmt
Fundraising$990,451FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,933,782TotalAmt
Program Services$17,617,487ProgramServicesAmt
Management And General$1,720,716ManagementAndGeneralAmt
Fundraising$595,579FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,942,506TotalAmt
Program Services$1,663,592ProgramServicesAmt
Management And General$206,694ManagementAndGeneralAmt
Fundraising$72,220FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,417,255TotalAmt
Program Services$3,044,480ProgramServicesAmt
Management And General$1,309,475ManagementAndGeneralAmt
Fundraising$63,300FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,315,649TotalAmt
Program Services$1,063,238ProgramServicesAmt
Management And General$181,685ManagementAndGeneralAmt
Fundraising$70,726FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$323,733TotalAmt
Program Services$98,566ProgramServicesAmt
Management And General$225,167ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$343,759TotalAmt
Program Services$176,682ProgramServicesAmt
Management And General$167,077ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,897,556TotalAmt
Management And General$2,897,556ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,291,770TotalAmt
Program Services$5,257,915ProgramServicesAmt
Management And General$32,703ManagementAndGeneralAmt
Fundraising$1,152FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$492,522TotalAmt
Program Services$440,677ProgramServicesAmt
Management And General$40,057ManagementAndGeneralAmt
Fundraising$11,788FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,396,915TotalAmt
Program Services$2,040,794ProgramServicesAmt
Management And General$248,771ManagementAndGeneralAmt
Fundraising$107,350FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,883,698TotalAmt
Program Services$2,518,555ProgramServicesAmt
Management And General$350,175ManagementAndGeneralAmt
Fundraising$14,968FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,084,561TotalAmt
Program Services$954,198ProgramServicesAmt
Management And General$124,310ManagementAndGeneralAmt
Fundraising$6,053FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,273,796TotalAmt
Program Services$1,039,261ProgramServicesAmt
Management And General$164,107ManagementAndGeneralAmt
Fundraising$70,428FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,455,504TotalAmt
Program Services$1,241,003ProgramServicesAmt
Management And General$133,625ManagementAndGeneralAmt
Fundraising$80,876FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$273,858TotalAmt
Program Services$23,516ProgramServicesAmt
Management And General$250,342ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$921,407$889,283$20,934$11,190
PRINTING & PUBLICATIONS$577,074$571,183$5,863$28
EQUIP. RENTAL & MAINTENANCE$126,878$99,136$21,644$6,098

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$52,595,867TotalAmt
Program Services$40,711,944ProgramServicesAmt
Management And General$9,781,716ManagementAndGeneralAmt
Fundraising$2,102,207FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,556,387BOYAmt
EOY$9,745,539EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$678,877BOYAmt
EOY$10,589,335EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$21,654,065BOYAmt
EOY$28,402,019EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$607,069BOYAmt
EOY$546,768EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,206,829BOYAmt
EOY$903,491EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$48,928,251LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,343,644LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$32,524,844BOYAmt
EOY$32,584,607EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$36,306,985BOYAmt
EOY$45,238,171EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$410,380,156BOYAmt
EOY$440,118,142EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$62,367EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,291,463BOYAmt
EOY$895,974EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$522,206,675BOYAmt
EOY$569,086,413EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,636,973BOYAmt
EOY$5,811,760EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$418,587BOYAmt
EOY$522,350EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,702,101BOYAmt
EOY$32,740,664EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$251,031BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,171,112BOYAmt
EOY$3,603,859EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,179,804BOYAmt
EOY$42,678,633EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$38,108,247BOYAmt
EOY$41,452,751EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$440,918,624BOYAmt
EOY$484,955,029EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$479,026,871BOYAmt
EOY$526,407,780EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$522,206,675BOYAmt
EOY$569,086,413EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$34,204,489ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,314,641NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$861,779OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,772,770CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,502,279CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,781,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,987,756CurrentTaxYearMinus1YearAmt
Current Tax Year$54,613,623CurrentTaxYearAmt
Total$196,657,760TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,772,770CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,502,279CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,781,332CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,987,756CurrentTaxYearMinus1YearAmt
Current Tax Year$54,613,623CurrentTaxYearAmt
Total$196,657,760TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$51,673,717SubstantialContributorsTotAmt
Public Support Total170$144,984,043PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,041,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,309,499CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,881,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,393,087CurrentTaxYearMinus1YearAmt
Current Tax Year$2,369,109CurrentTaxYearAmt
Total$9,994,771TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$113,223CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$644,233CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$681,593CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$946,637CurrentTaxYearMinus1YearAmt
Current Tax Year$1,782,637CurrentTaxYearAmt
Total$4,168,323TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,454CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,134CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,970CurrentTaxYearMinus1YearAmt
Current Tax Year$1,575CurrentTaxYearAmt
Total$85,842TotalAmt
FieldValueIRS element (for citing)
Total Support$210,906,696TotalSupportAmt
Gross Receipts Rltd Activities$11,013,589GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68743PublicSupportCY170Pct
Public Support PY1700.69624PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$344,667,944BeginningYearBalanceAmt
Contributions$9,062,888ContributionsAmt
Investment Earnings Or Losses$36,094,566InvestmentEarningsOrLossesAmt
Other Expenditures$17,274,373OtherExpendituresAmt
End Year Balance$372,551,025EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$348,935,501BeginningYearBalanceAmt
Contributions$664,527ContributionsAmt
Investment Earnings Or Losses$11,236,253InvestmentEarningsOrLossesAmt
Other Expenditures$16,168,337OtherExpendituresAmt
End Year Balance$344,667,944EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$370,832,832BeginningYearBalanceAmt
Contributions$196,181ContributionsAmt
Investment Earnings Or Losses-$7,115,297InvestmentEarningsOrLossesAmt
Other Expenditures$14,978,215OtherExpendituresAmt
End Year Balance$348,935,501EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$262,904,349BeginningYearBalanceAmt
Contributions$381,517ContributionsAmt
Investment Earnings Or Losses$122,534,542InvestmentEarningsOrLossesAmt
Other Expenditures$14,987,576OtherExpendituresAmt
End Year Balance$370,832,832EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$274,385,909BeginningYearBalanceAmt
Contributions$207,436ContributionsAmt
Investment Earnings Or Losses$3,036,852InvestmentEarningsOrLossesAmt
Other Expenditures$14,725,848OtherExpendituresAmt
End Year Balance$262,904,349EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.10350PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.89650TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,374,592OtherCostOrOtherBasisAmt
Book Value$6,374,592BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,695,252OtherCostOrOtherBasisAmt
Depreciation$12,125,518DepreciationAmt
Book Value$23,569,734BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$612,230OtherCostOrOtherBasisAmt
Depreciation$540,606DepreciationAmt
Book Value$71,624BookValueAmt
FieldValueIRS element (for citing)
EquipmentEquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,246,177OtherCostOrOtherBasisAmt
Depreciation$3,677,520DepreciationAmt
Book Value$2,568,657BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$32,584,607TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTURE PE FUND, LP$148,679,647F
INVESTURE ALTERNATIVE FUND$110,479,975F
INVESTURE GLOBAL EQUITY FUND$111,485,917F
INVESTURE EVERGREEN$58,161,627F
INVESTURE CROSSOVER FUND$8,117,282F
PARAMETRIC GLOBAL DERIVATIVES$2,517,065F
SELBY LANE CAPITAL LLC$627,123F
TIFF PARTNERS V-US, LLC$49,506F
FieldValueIRS element (for citing)
Total Book Value Securities$440,118,142TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
INTEREST RATE SWAP LIABILITY$2,482,938
OPERATING LEASE OBLIGATION$939,659
BOND INTEREST PAYABLE$181,262
FieldValueIRS element (for citing)
Total Liability$3,603,859TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$97,246,470TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,314,641NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$167,250DonatedServicesAndUseFcltsAmt
Other Revenue$861,779OtherRevenueAmt
Revenue Not Reported$13,343,670RevenueNotReportedAmt
Revenue Subtotal$83,902,800RevenueSubtotalAmt
Investment Expenses Not Incld$2,897,556InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,897,556RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$86,800,356TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$49,865,561TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$167,250DonatedServicesUseFcltsAmt
Expenses Not Reported$167,250ExpensesNotReportedAmt
Expenses Subtotal$49,698,311ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,897,556InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,897,556ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$52,595,867TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4:THE ENDOWMENT IS SUBJECT TO THE ENACTED NEW YORK VERSION OF THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). THE BOARD OF TRUSTEES HAS INTERPRETED NYPMIFA AS REQUIRING WITH DONOR RESTRICTED NET ASSETS TO INCLUDE THE ORIGINAL VALUE OF THE GIFTS DONATED AND ADDITIONS MADE TO THE PERMANENT ENDOWMENT IN ACCORDANCE WITH THE DONOR GIFT INSTRUMENT. THE REMAINING PORTION OF THE ENDOWMENT THAT IS NOT CLASSIFIED AS PERMANENTLY DONOR RESTRICTED NET ASSETS IS CLASSIFIED AS WITH DONOR RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE IN A MANNER CONSISTENT WITH THE DONOR GIFT INSTRUMENTS AND THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. THE ENDOWMENT MAINTAINS A $10 MILLION PERMANENTLY ENDOWED FUND, CONSISTING OF THE ORIGINAL SUMS RECEIVED FROM ANDREW CARNEGIE AND ACCUMULATED INCOME THEREON. THE TERMS OF THE GIFT INSTRUMENT STIPULATED THAT THE PRINCIPAL MAY NEVER BE EXPENDED; HOWEVER, THE INCOME IS EXPENDABLE. THE ENDOWMENT REPORTS THE ORIGINAL SUMS RECEIVED FROM ANDREW CARNEGIE AS WITH DONOR RESTRICTED NET ASSETS. ACCUMULATED INCOME OF $342,145,240 AS OF THE FISCAL YEAR ENDING JUNE 30, 2024 IS REPORTED AS RESTRICTED NET ASSETS UNTIL APPROPRIATED. THE ENDOWMENT ADOPTED AN INVESTMENT POLICY AND A SPENDING RATE POLICY DESIGNED TO PROVIDE A RELATIVELY PREDICTABLE AND GROWING STREAM OF REVENUES TO THE OPERATING BUDGET. THE ENDOWMENT FOLLOWS AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE ANNUALIZED RETURNS, NET OF COSTS OVER ROLLING TEN-YEAR PERIODS, WHILE ADHERING TO THE ENDOWMENT'S RISK PARAMETERS. APPROPRIATIONS FROM THE ENDOWMENT FUNDS ARE NOT AVAILABLE FOR EXPENDITURE UNTIL THE ANNUAL BUDGET HAS BEEN APPROVED. APPROPRIATIONS MUST FURTHER PROGRAMMATIC GOALS, ADHERE TO THE TERMS OF THE DONOR'S GIFT INSTRUMENT, AND THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA.
SCHEDULE D, PART X, LINE 2:THE ENDOWMENT IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND HAS BEEN DESIGNATED BY THE INTERNAL REVENUE SERVICE AS A PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE. THE ENDOWMENT ENGAGES IN CERTAIN ACTIVITIES THAT PRODUCE UNRELATED BUSINESS INCOME, AS DEFINED BY FEDERAL INCOME TAX REGULATIONS. THE ENDOWMENT FILES INCOME TAX RETURNS IN THE U.S FEDERAL JURISDICTION. IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES, THE ENDOWMENT RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. WITH A FEW EXCEPTIONS, THE ENDOWMENT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. MANAGEMENT HAS EVALUATED THE ENDOWMENT'S TAX POSITIONS AND HAS CONCLUDED THAT THE ENDOWMENT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
SCHEDULE D, PART XI, LINE 2D:FAIR VALUE LOSS ON INTEREST RATE SWAP $1,162,800 FOREIGN CURRENCY EXCHANGE LOSS (301,021) -------------- TOTAL OTHER ADJUSTMENTS $ 861,779

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00Investments$110,479,975
Europe (Including Iceland and Greenland)00Program Services$2,707,082EUROPE PROGRAM
Europe (Including Iceland and Greenland)250Maintaining offices$2,375,475BRUSSELS AND BERLIN
Middle East and North Africa138Maintaining offices$1,761,560BEIRUT OFFICE
East Asia and the Pacific08Program Services$1,435,144ASIA PROGRAM
South Asia00Program Services$1,327,251SOUTH ASIA PROGRAM
Middle East and North Africa00Program Services$1,175,309MIDDLE EAST PROGRAM
South Asia131Maintaining offices$571,930INDIA OFFICE
Sub-Saharan Africa00Program Services$342,869GLOBAL POLICY PROGRAM
North America00Program Services$265,663GLOBAL POLICY PROGRAM
South America00Program Services$141,582GLOBAL POLICY PROGRAM
Russia and the Newly Independent States00Program Services$126,067RUSSIA EURASIA MOSCOW
FieldValueIRS element (for citing)
Subtotal Offices4SubtotalOfficesCnt
Subtotal Employees127SubtotalEmployeesCnt
Total Office4TotalOfficeCnt
Total Employee127TotalEmployeeCnt
Subtotal Spent$122,709,907SubtotalSpentAmt
Total Spent$122,709,907TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARIANO-FLORENTINO CUELLAR
PRESIDENT$820,692$0$0$0$3,726$0$49,500$0$3,798$0$877,716$0$0$0
ALISON MARKOVITZ
CHIEF OPERATING OFFICER$340,152$0$0$0$630$0$22,835$0$16,116$0$379,733$0$0$0
DANIEL BAER
SeniorVP forPolicyResearch$393,713$0$0$0$630$0$54,588$0$1,459$0$450,390$0$0$0
GEORGE PERKOVICH
KEN OLIVER & ANGELA NOMELLINI$358,552$0$0$0$6,858$0$45,906$0$18,327$0$429,643$0$0$0
EVAN FEIGENBAUM
VP FOR STUDIES$335,794$0$0$0$966$0$47,758$0$46,485$0$431,003$0$0$0
ANDREW WEISS
James Fam Chair,VP FOR STUDIES$279,951$0$0$0$2,322$0$45,461$0$46,822$0$374,556$0$0$0
MARWAN MUASHER
VP FOR STUDIES$304,575$0$0$0$0$0$0$0$60,794$0$365,369$0$0$0
FRANCES BROWN
VP FOR STUDIES$269,259$0$0$0$2,820$0$43,010$0$48,656$0$363,745$0$0$0
MIRIAM MAGDIELIAS OF 323
VP FOR COMMS & STRATEGY$174,458$0$0$0$315$0$0$0$36,617$0$211,390$0$0$0
ALISON M RAUSCH
VICE PRESIDENT FOR DEVELOPMENT$295,049$0$0$0$966$0$46,448$0$29,986$0$372,449$0$0$0
AIYSHA KIRMANI ZAFAR
CHIEF FINANCIAL OFFICER$234,700$0$0$0$540$0$34,665$0$1,468$0$271,373$0$0$0
PAUL HAENLE
DIRECTOR (1/1/23-12/8/23)$354,148$0$0$0$73,629$0$34,330$0$44,021$0$506,128$0$0$0
ASHLEY TELLIS
TATA CHAIR, STRATEGIC AFFAIRS$325,024$0$0$0$10,239$0$43,034$0$44,726$0$423,023$0$0$0
THOMAS CAROTHERS FORMER
SENIOR VP FOR STUDIES$297,484$0$0$0$6,858$0$41,484$0$18,372$0$364,198$0$0$0
SUZANNE DIMAGGIO
SENIOR FELLOW$280,218$0$0$0$1,806$0$44,299$0$46,304$0$372,627$0$0$0
CHRISTOPHER CHIVVIS
SENIOR FELLOW$239,238$0$0$0$966$0$35,535$0$3,191$0$278,930$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 1A:FormAndLineReferenceDesc
ExplanationA HOUSING ALLOWANCE WAS PAID TO AN EMPLOYEE REPORTED ON THE FORM 990 DURING 2023. THE EMPLOYEE WAS A DIRECTOR OF A FOREIGN OFFICE THROUGH 12/08/23; THE HOUSING ALLOWANCES ARE TAXABLE BENEFITS. THE ORGANIZATION ALSO PROVIDED TAX GROSS-UP PAYMENTS TO THE SAME DIRECTOR DURING TAX YEAR 2023, WHICH IS ALSO A TAXABLE BENEFIT.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1District of ColumbiaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN536001131BondIssuerEIN
CUSIP254839K92CUSIPNum
Bond Issued2006-05-10BondIssuedDt
Issue Price$33,250,000IssuePriceAmt
PurposeREFUND A PRIOR ISSUANCE OF DC REVEPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$33,250,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$32,781,358RefundingEscrowAmt
Issuance Costs From Proceeds$468,642IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2006SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Private Bus Use By Others0PrivateBusUseByOthersPct

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEY CAPITBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge36.TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsfalseWrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I, Bond Issues:(A) ISSUER NAME: DISTRICT OF COLUMBIA (F) DESCRIPTION OF PURPOSE: REFUND A PRIOR ISSUANCE OF DC REVENUE BONDS ISSUED MARCH 1, 1996.
SCHEDULE K, PART IV, ARBITRAGE, LINE 2C:(A) ISSUER NAME: DISTRICT OF COLUMBIA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/10/2006

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$266,062NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, LINE 9, COL (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1:THE CARNEGIE ENDOWMENT GENERATES STRATEGIC IDEAS AND INDEPENDENT ANALYSIS, SUPPORTS DIPLOMACY, AND TRAINS THE NEXT GENERATION OF INTERNATIONAL SCHOLAR-PRACTITIONERS TO HELP COUNTRIES AND INSTITUTIONS TAKE ON THE MOST DIFFICULT GLOBAL PROBLEMS AND ADVANCE PEACE. WITH OVER 170 EXPERTS FROM DIVERSE DISCIPLINES AND PERSPECTIVES, WE WORK ACROSS BORDERS TO EXPAND COOPERATION AND UNDERSTANDING.
FORM 990, PART III, LINE 1:THE CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE PROVIDES ANALYSIS ON KEY TOPICS AND REGIONS, INCLUDING EAST AND SOUTH ASIA, AFRICA, EUROPE, RUSSIA AND EURASIA, THE MIDDLE EAST, DEMOCRACY AND GOVERNANCE, NUCLEAR, SUSTAINABILITY AND GEOPOLITICS, GLOBAL INSTITUTIONS, TECHNOLOGY, AND SUBNATIONAL REGIONS, SUCH AS CALIFORNIA.
FORM 990, PART III, LINE 4A:MIDDLE EAST - THE CARNEGIE MIDDLE EAST PROGRAM COMBINES IN-DEPTH LOCAL KNOWLEDGE WITH INCISIVE COMPARATIVE ANALYSIS TO EXAMINE ECONOMIC, SOCIOPOLITICAL, AND STRATEGIC INTERESTS IN THE ARAB WORLD. THROUGH DETAILED COUNTRY STUDIES AND THE EXPLORATION OF KEY CROSSCUTTING THEMES, THE CARNEGIE MIDDLE EAST PROGRAM IN WASHINGTON AND THE MALCOLM H. KERR CARNEGIE MIDDLE EAST CENTER IN BEIRUT PROVIDE ANALYSIS AND RECOMMENDATIONS IN ENGLISH AND ARABIC THAT ARE DEEPLY INFORMED BY KNOWLEDGE AND VIEWS FROM THE REGION. CARNEGIE HAS SPECIAL EXPERTISE IN THE DYNAMICS OF POLITICAL, ECONOMIC, AND GEOPOLITICAL CHANGE IN EGYPT, THE GULF, IRAN, ISRAEL/PALESTINE, AND NORTH AFRICA; AND IRAQ, JORDAN, LEBANON, SYRIA, AND YEMEN.
FORM 990, PART III, LINE 4B:RUSSIA AND EURASIA - THE RUSSIA AND EURASIA PROGRAM CONTINUES CARNEGIE'S LONG TRADITION OF INDEPENDENT RESEARCH ON MAJOR POLITICAL, SOCIETAL, AND SECURITY TRENDS IN AND U.S. POLICY TOWARD A REGION THAT HAS BEEN UPENDED BY RUSSIA'S WAR AGAINST UKRAINE. LEADERS REGULARLY TURN TO THE PROGRAM'S WORK FOR CLEAR-EYED, RELEVANT ANALYSES ON THE REGION TO INFORM THEIR POLICY DECISIONS. THE PROGRAM WORKS TOGETHER WITH THE CARNEGIE RUSSIA EURASIA CENTER BASED IN BERLIN, WHICH IS HOME TO THE WORLD'S LEADING EXPERTS ON RUSSIA AND THE WIDER REGION. THE CENTER'S SCHOLARS AND DIGITAL MEDIA PLATFORM, CARNEGIE POLITIKA, DELIVER INDEPENDENT ANALYSIS AND STRATEGIC INSIGHT THAT ARE NOT AVAILABLE ANYWHERE ELSE. THE CARNEGIE RUSSIA EURASIA CENTER FOCUSES ON MAJOR POLICY CHALLENGES ACROSS THE ENTIRE REGION IN THE WAKE OF RUSSIA'S UNPROVOKED INVASION OF UKRAINE.
FORM 990, PART III, LINE 4C:TECHNOLOGY AND INTERNATIONAL AFFAIRS - THE Carnegie TECHNOLOGY AND INTERNATIONAL AFFAIRS PROGRAM DEVELOPS INSIGHTS TO ADDRESS THE GOVERNANCE CHALLENGES AND LARGE-SCALE RISKS OF NEW TECHNOLOGIES. THE PROGRAM'S EXPERTS IDENTIFY ACTIONABLE BEST PRACTICES AND INCENTIVES FOR INDUSTRY AND GOVERNMENT LEADERS ON ARTIFICIAL INTELLIGENCE, CYBER THREATS, CLOUD SECURITY, COUNTERING INFLUENCE OPERATIONS, REDUCING THE RISK OF BIOTECHNOLOGIES, AND ENSURING GLOBAL DIGITAL INCLUSION.
FORM 990, PART VI, SECTION A, LINE 2:STEVEN DENNING AND HENRI DE CASTRIES HAVE A BUSINESS RELATIONSHIP. STEVEN DENNING AND BOON HWEE KOH HAVE A BUSINESS RELATIONSHIP. MARIANO-FLORENTINO CUELLAR AND PENNY PRITZKER HAVE A BUSINESS RELATIONSHIP. BILL BRADLEY AND WALTER KIELHOLTZ HAVE A BUSINESS RELATIONSHIP. JAVED KHAN AND DEVEN PAREKH HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B:PRIOR TO FILING, THE FORM 990 MUST BE REVIEWED BY SEVERAL DIFFERENT LAYERS WITHIN THE ORGANIZATION AS WELL AS BY THE ORGANIZATION'S EXTERNAL LEGAL COUNSEL. A COPY OF THE DRAFT FORM 990, PREPARED BY BDO USA IS DISTRIBUTED TO ALL MEMBERS OF THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. A REPRESENTATIVE FROM BDO USA. MEETS WITH MEMBERS OF THE AUDIT & RISK COMMITTEE AT THE OCTOBER BOARD OF TRUSTEES MEETING TO PROVIDE AN OVERVIEW OF THE ORGANIZATION'S CURRENT YEAR FORM 990. THE CHIEF FINANCIAL OFFICER THEN CLOSELY REVIEWS THE FORM 990 AND AGREES ALL AMOUNTS AND DISCLOSURES REFLECTED ON THE FORM TO THE ORGANIZATION'S BOOKS AND RECORDS. THE DRAFT FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXTERNAL LEGAL COUNSEL. THE CHIEF OPERATING OFFICER PERFORMS A REVIEW OF THE FORM 990 PRIOR TO SIGNING. LASTLY, THE FINAL FORM 990 IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C:THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY REQUIRING THAT ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES SUBMIT AN ANNUAL DISCLOSURE FORM INDICATING WHETHER A FAMILY RELATIONSHIP OR A BUSINESS RELATIONSHIP WITH ANY OFFICER, KEY EMPLOYEE, OR TRUSTEE EXISTS. THE TRUSTEES MUST ALSO LIST ALL AFFILIATIONS WITH ORGANIZATIONS IN WHICH THE TRUSTEE OR IMMEDIATE FAMILY IS AN OFFICER, DIRECTOR, TRUSTEE, OR MAJORITY OWNER. THE TRUSTEE MUST DISCLOSE ANY ACTIVITIES THAT ARE IN CONFLICT WITH THE TRUSTEE'S SERVICE TO THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES SUBMIT THEIR DISCLOSURE FORMS TO THE CHAIRMAN OF THE AUDIT & RISK COMMITTEE FOR REVIEW. ANY PROPOSED TRANSACTION IN WHICH A TRUSTEE HAS A CONFLICT OF INTEREST MUST BE APPROVED BY A MAJORITY OF THE MEMBERS OF THE BOARD OF TRUSTEES OR THE APPLICABLE COMMITTEE ENTITLED TO VOTE WITH THE EXCEPTION OF THE TRUSTEE WITH THE CONFLICT. THE OFFICERS AND KEY EMPLOYEES SUBMIT THEIR ANNUAL DISCLOSURE FORMS TO THE CHIEF OPERATING OFFICER AND THE CHIEF FINANCIAL OFFICER FOR REVIEW. FOR ALL EMPLOYEES, THE ORGANIZATION REQUIRES THAT EMPLOYEES ANNUALLY REVIEW THE CODE OF ETHICS POLICY THAT CONTAINS THE CONFLICT-OF-INTEREST POLICY. MANAGEMENT IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE FORM OF OUTSIDE AFFILIATES TO THE DIRECTOR OF HUMAN RESOURCES. THE CHIEF OPERATING OFFICER AND THE SENIOR VP FOR POLICY RESEARCH REVIEW ALL EMPLOYEE DISCLOSURE FORMS.
FORM 990, PART VI, SECTION B, LINE 15:THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS RECOMMENDED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED BY THE FULL BOARD. CARNEGIE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE SURVEYS OF COMPENSATION OF EXECUTIVE OFFICERS AND COMPARABILITY CHARTS WITHIN THE NON-PROFIT INDUSTRY TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION FOR CARNEGIE'S PRESIDENT. THE ANNUAL COMPENSATION FOR OFFICERS IS BASED ON PERFORMANCE AND REVIEW OF COMPARABILITY CHARTS AND INDEPENDENT COMPENSATION SURVEYS FOR MANAGEMENT OF NON-PROFITS, AS WELL AS SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT AND CONSULTATION WITH THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19:FORM 990 IS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:FAIR VALUE GAIN ON INTEREST RATE SWAP AGREEMENT $1,162,800 CURRENCY EXCHANGE - LOSS $ (301,021) -------------- TOTAL TO FORM 990, PART XI, LINE 9 $ 861,779
FORM 990, PART XII, LINE 2C:THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR.
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTORS TOTAL FEES:5291770

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNm
CARNEGIE ENDOWMENT FOR INT'L PEACE INDIA
UNIT C5/C6 EDENPARK HOTELS PVT LTDNEW DELHIIN110016981202455See Part VIIIN$1,493,004$7,204,759Carnegie End
CARNEGIE RUSSIA EURASIA CENTER GmbH
PARISER PLATZ 4ABERLINGM10117130552040See Part VIIGM$1,676,413$55,060CARNEGIE END
CARNEGIE EUROPE FOUNDATION
RUE DU CONGRES 15BE01000130552040SEE PART VIIBE$552,259$417,235CARNEGIE ENDBRUSSELS
CARNEGIE CHINA LTD
16 COLLYER QUAY 17-00COLLYER QUAY CENTRESN49318130552040SEE PART VIISN$45,292$10,690CARNEGIE END

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART I, IDENTIFICATION OF DISREGARDED ENTITIES:NAME, ADDRESS, AND EIN OF DISREGARDED ENTITY: CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE INDIA EIN: 98-1202455 UNIT C-5/C-6, EDENPARK HOTELS PVT. LTD, SHAHEED JEET SINGH MARG NEW DELHI-110016 INDIA CARNEGIE EUROPE FOUNDATION ID: 0687.653.388 RUE DU CONGRES, 15 1000 BRUSSELS, BELGIUM CARNEGIE RUSSIA EURASIA CENTER GMBH ID: 27/611/07988 PARISER PLATZ 4A 10117 BERLIN, GERMANY CARNEGIE CHINA LTD ID: 202345509E 16 COLLYER QUAY, #17-00, COLLYER QUAY CENTRE SINGAPORE 49318
SCHEDULE R, PART I, COLUMN (B):CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE INDIA: CARNEGIE INDIA, FOUNDED IN 2016 AND BASED IN NEW DELHI, IS PART OF A ROBUST GLOBAL NETWORK THAT INCLUDES OVER 170 SCHOLARS. THE CENTER FOCUSES PRIMARILY ON THREE INTERRELATED TOPICS: TECHNOLOGY AND SOCIETY, POLITICAL ECONOMY, AND SECURITY STUDIES. LED BY INDIAN EXPERTS WITH DECADES OF POLICY EXPERIENCE, CARNEGIE INDIA ENGAGES WITH GOVERNMENTS, POLICYMAKERS, ACADEMICS, STUDENTS, INDUSTRIES, PRACTITIONERS, AND CIVIL SOCIETY TO PROVIDE INSIGHTFUL AND FRESH ANALYSIS ON INDIA'S PRESSING CHALLENGES AND ITS RISING GLOBAL ROLE. CARNEGIE EUROPE FOUNDATION: THE CARNEGIE EUROPE PROGRAM PROVIDES INSIGHT AND ANALYSIS ON POLITICAL AND SECURITY DEVELOPMENTS WITHIN EUROPE, TRANSATLANTIC RELATIONS, AND EUROPE'S GLOBAL ROLE. THE PROGRAM BRINGS TOGETHER U.S. AND EUROPEAN POLICYMAKERS AND EXPERTS ON THE STRATEGIC ISSUES FACING EUROPE. IT WORKS CLOSELY WITH CARNEGIE EUROPE, WHICH PROVIDES INDEPENDENT AND RELEVANT RESEARCH AND RECOMMENDATIONS ON A WIDE RANGE OF THEMATIC AREAS AT THE CORE OF INTERNATIONAL AND EUROPEAN AFFAIRS INCLUDING DECODING THE INTEGRATION PATH OF THE EUROPEAN UNION, EUROPEAN DEMOCRATIC REFORM, THE DOMESTIC AND GLOBAL CHALLENGES OF CLIMATE CHANGE POLICY, EUROPE'S INTERNATIONAL RELATIONSHIPS, AND THE POTENTIAL REGENERATION OF TRANSATLANTIC RELATIONS. CARNEGIE RUSSIA EURASIA CENTER GMBH: THE CARNEGIE RUSSIA EURASIA CENTER IN BERLIN IS HOME TO THE WORLD'S LEADING EXPERTS ON RUSSIA AND THE WIDER REGION. THE CENTER'S SCHOLARS AND DIGITAL MEDIA PLATFORM, CARNEGIE POLITIKA, DELIVER INDEPENDENT ANALYSIS AND STRATEGIC INSIGHT THAT ARE NOT AVAILABLE ANYWHERE ELSE. THE CARNEGIE RUSSIA EURASIA CENTER FOCUSES ON MAJOR POLICY CHALLENGES ACROSS THE ENTIRE REGION IN THE WAKE OF RUSSIA'S UNPROVOKED INVASION OF UKRAINE. CARNEGIE CHINA IS AN EAST ASIA-BASED RESEARCH CENTER FOCUSED ON CHINA'S REGIONAL AND GLOBAL ROLE. THE CENTER'S SCHOLARS CONDUCT RESEARCH AND ANALYSIS, AND CONVENE AN ARRAY OF ACTIVITIES WITH AND IN CHINA, TO CAST A CRITICAL EYE ON THE COUNTRY'S STRATEGIC AND ECONOMIC TRAJECTORY. THE CENTER ESPECIALLY HIGHLIGHTS SOUTHEAST ASIAN PERSPECTIVES.

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