HERITAGE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE FOUNDATION (EIN 23-7327730)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349303214
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T13:06:55-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237327730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 2025464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200024958 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN D ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2025464400 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLI PECK | PreparerPersonNm |
| PTIN | P01423033 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2024-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN D ROBERTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200024958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $146,159,365 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 517 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $95,083,025 | PYContributionsGrantsAmt |
| CY Contributions Grants | $97,801,739 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,482,864 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,593,654 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,729,773 | PYOtherRevenueAmt |
| CY Other Revenue | $484,710 | CYOtherRevenueAmt |
| PY Total Revenue | $106,329,524 | PYTotalRevenueAmt |
| CY Total Revenue | $100,963,350 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,676,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,660,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,116,435 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $49,494,451 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,385,370 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,174,817 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,645,037 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,489,561 | PYOtherExpensesAmt |
| CY Other Expenses | $54,409,909 | CYOtherExpensesAmt |
| PY Total Expenses | $93,668,116 | PYTotalExpensesAmt |
| CY Total Expenses | $107,739,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,661,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,775,827 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $387,665,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,053,399 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,677,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,369,575 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $331,987,871 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $347,683,824 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,786,751 | ExpenseAmt |
| Grant | $55,000 | GrantAmt |
| Desc | PUBLIC POLICY RESEARCH:THE HERITAGE FOUNDATION (THE "FOUNDATION") PRODUCES RESEARCH PAPERS ANNUALLY, INCLUDING ISSUE BRIEFS, BLOG POSTS, FACT SHEETS, BACKGROUNDERS, GUIDES, AND BOOKS ADDRESSING A BROAD RANGE OF ECONOMIC, DOMESTIC, FOREIGN, NATIONAL SECURITY, AND LEGAL POLICY ISSUES. THE FOUNDATION PUBLISHED 35 ISSUE BRIEFS, 59 BACKGROUNDERS, 25 LEGAL MEMORANDA, 16 FACTSHEETS AND 12 SPECIAL REPORTS. THE FOUNDATION ALSO REGULARLY PUBLISHES CONTENT ACROSS SOCIAL MEDIA PLATFORMS AS THE PUBLIC HAS SHIFTED ITS CONTENT AND CONSUMPTION TO THOSE CHANNELS.DURING 2023, THE FOUNDATION RELEASED ITS ANNUAL INDEX OF U.S. MILITARY STRENGTH THAT MEASURES THE U.S. MILITARY'S ABILITY TO PERFORM ITS MISSIONS IN TODAY'S WORLD AS WELL AS ITS INDEX OF ECONOMIC FREEDOM MEASURING THE IMPACT OF LIBERTY AND FREE MARKETS AROUND THE GLOBE, WHILE CONFIRMING THE FORMIDABLE POSITIVE RELATIONSHIP BETWEEN ECONOMIC FREEDOM AND PROGRESS.ALSO RELEASED IN 2023 WAS THE FOUNDATION'S ELECTION INTEGRITY SCORECARD THAT IS INTENDED TO HELP ENSURE THAT THE DEFECTS IN OUR ELECTION PROCESS ARE FIXED SO THAT ALL AMERICANS CAN HAVE CONFIDENCE IN THE FAIRNESS OF ELECTIONS BY COMPARING THE ELECTION LAWS AND REGULATIONS OF EACH STATE THAT AFFECT THE SECURITY AND INTEGRITY OF THE PROCESS TO THE FOUNDATION'S BEST PRACTICES. THE FOUNDATION'S EDUCATION FREEDOM REPORT CARD MEASURES FOUR CATEGORIES (EDUCATION CHOICE, TEACHER FREEDOM, TRANSPARENCY, AND RETURN ON INVESTMENT) THAT ENCOMPASS MORE THAN TWO DOZEN DISCRETE FACTORS TO INFORM PARENTS AND POLICYMAKERS OF WHAT THEIR STATES DO WELL AND WHERE THEY NEED IMPROVEMENT.THE FOUNDATION'S PROJECT 2025 PRESIDENTIAL TRANSITION PROJECT PUBLISHED THE NINTH EDITION OF "THE MANDATE FOR LEADERSHIP: THE CONSERVATIVE PROMISE" IN 2023, A COMPREHENSIVE POLICY GUIDE FOR THE NEXT CONSERVATIVE U.S. PRESIDENT.THE MANDATE FOR LEADERSHIP SERIES DATES BACK TO THE EARLY 1980'S. THESE PUBLICATIONS ALL ANALYZE CURRENT PUBLIC POLICIES AND ALTERNATIVE POLICY RECOMMENDATIONS FOR SUBSTANCE AND MERIT. THE RESULTS OF OUR RESEARCH ARE AVAILABLE IN PRINT FORMAT AND AT NO CHARGE THROUGH OUR WEBSITE AND SOCIAL MEDIA CHANNELS, WHICH IS VIEWED BY MILLIONS.ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2023 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://WWW.HERITAGE.ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,372,553 | ExpenseAmt |
| Grant | $1,545,000 | GrantAmt |
| Revenue | $83,247 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS AND COMMUNICATIONS:THE FOUNDATION HOSTS EVENTS AND SPONSORS PROGRAMS TO EDUCATE POLICYMAKERS, GOVERNMENT OFFICIALS, THE ACADEMIC COMMUNITY, JOURNALISTS, AND THE GENERAL PUBLIC ON TOPICS RANGING FROM THE CONSTITUTION AND CIVIL SOCIETY TO POLITICAL PHILOSOPHY AND LEGAL JURISPRUDENCE.IN 2023, THE FOUNDATION CELEBRATED ITS 50TH ANNIVERSARY BY HOLDING A CELEBRATION THAT CONVENED OVER 2,000 CONSERVATIVE MOVEMENT LEADERS, DONORS, POLICYMAKERS, JOURNALISTS, STAFF, AND STAFF ALUMNI FOR THREE DAYS OF POLICY-BASED PROGRAMMING, NETWORKING, AND ENTERTAINMENT TO MARK 50 YEARS OF LEADERSHIP IN THE CONSERVATIVE MOVEMENT.IN ADDITION, THE FOUNDATION'S EVENTS & DIGITAL TEAMS PRODUCED OVER 100 LIVE AND VIRTUAL PUBLIC EVENTS, ATTRACTING MORE THAN 47,000 VIRTUAL AND IN-PERSON ATTENDEES. POST-EVENT IMPRESSIONS, INCLUDING PODCAST LISTENS AND YOUTUBE VIEWS, TOTALED OVER 19 MILLION. SPEAKERS INCLUDED CURRENT AND FORMER GOVERNMENT OFFICIALS. OVER 235 INDIVIDUALS, IN AND OUTSIDE THE ORGANIZATION, SPOKE AT OUR PUBLIC EVENTS. ALL EVENTS WERE STREAMED VIRTUALLY AND HAD AN IN-PERSON AUDIENCE.THE FOUNDATION'S INTERN PROGRAM HOSTED A TOTAL OF 158 INTERNS IN A FULLY IMMERSIVE EDUCATIONAL AND WORK-STUDY EXPERIENCE. 287 YOUNG PROFESSIONALS PARTICIPATED IN THE FOUNDATION'S ONLINE EDUCATIONAL SERIES, THE HERITAGE ACADEMY. THE FOUNDATION'S GOVERNMENT RELATIONS HOSTED 139 POLICY BRIEFING EVENTS IN 2023 WITH PARTICIPATION FROM MULTIPLE CONGRESSIONAL OFFICES. PARTICIPANTS INCLUDED MEMBERS OF CONGRESS, LEGISLATIVE STAFFERS, COMMUNICATIONS DIRECTORS, AND CHIEFS OF STAFF. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,535,627 | ExpenseAmt |
| Grant | $60,000 | GrantAmt |
| Desc | MEDIA. GOVERNMENT RELATIONS, AND OUTREACH:THE FOUNDATION DISTRIBUTES ITS RESEARCH PRODUCTS TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFF, POLICYMAKERS IN THE EXECUTIVE BRANCH OF THE FEDERAL GOVERNMENT, STATE OFFICIALS, JOURNALISTS, MEMBERS OF THE ACADEMIC COMMUNITY, OTHER NON-PROFIT ORGANIZATIONS, THE GENERAL PUBLIC, AND DONORS. THE FOUNDATION CONDUCTS HUNDREDS OF BRIEFINGS FOR DOMESTIC AND INTERNATIONAL OFFICIALS, POLICYMAKERS, EXPERTS, AND LAWMAKERS AND THEIR STAFF ON ISSUES RANGING FROM FEDERAL SPENDING AND UNFUNDED LIABILITIES TO HOMELAND SECURITY, TAX, AND HEALTH POLICY. THE FOUNDATION DELIVERED 25 CONGRESSIONAL TESTIMONIES AND 9 STATE LEGISLATIVE TESTIMONIES. THE FOUNDATION'S OUTREACH EFFORTS INCLUDE INVESTING IN NEARLY 60 ALLIES, SUPPORTING OVER 100 EVENTS ACROSS DOZENS OF STATES.THE OVERSIGHT PROJECT ESTABLISHED TO WORK FOR A U.S. GOVERNMENT THAT IS RESPONSIBLE, AND ACCOUNTABLE TO ITS CITIZENS FILED 2,100 FREEDOM OF INFORMATION ACT (FOIA) REQUESTS WITH THE CURRENT ADMINISTRATION IN ADDITION TO VARIOUS STATE GOVERNMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $87,694,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 275 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 517 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BACKIEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200024958 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| BARB VAN ANDEL-GABY | |||||||||
| CHAIRMAN | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL W GLEBA | |||||||||
| VICE CHAIRMAN | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN MEESE III | |||||||||
| CONSULTANT & TRUSTEE | 6.00 | 0.00 | Yes (X) | $36,000 | $0 | $0 | |||
| LARRY P ARNN PHD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN COLEMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN J FEULNER PHD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P GEORGE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN HAGGERTY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PRICE HARDING | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA HECKMAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A KOLOKOTRONES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REBEKAH A MERCER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBY SPENCER MOFFAT | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NERSI NAZARI PHD | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DARRYLE OWENS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY J SALIBA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN TRACY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN ROBERTS | |||||||||
| PRESIDENT | 32.00 | 8.00 | $670,981 | $167,745 | $87,469 | Yes (X) | |||
| DERRICK MORGAN | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | $540,696 | $0 | $86,247 | Yes (X) | |||
| ERIC KORSVALL | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $440,009 | $0 | $69,947 | Yes (X) | |||
| JOHN BACKIEL | |||||||||
| VP, FINANCE, ACCOUNTING & TREASURER | 40.00 | 0.00 | $294,759 | $0 | $57,888 | Yes (X) | |||
| ROBERT BLUEY | |||||||||
| VP, COMMUNICATIONS | 40.00 | 0.00 | $299,859 | $0 | $58,626 | Yes (X) | |||
| CHRISTOPHER BYRNES | |||||||||
| GEN. COUNSEL & SECRETARY | 40.00 | 0.00 | $181,883 | $0 | $19,101 | Yes (X) | |||
| JAMES CARAFANO | |||||||||
| SR. FELLOW | 40.00 | 0.00 | $313,731 | $0 | $49,765 | Yes (X) | |||
| JOHN MALCOLM | |||||||||
| VP, INST. FOR CONSTITUTIONAL GOV'T | 40.00 | 0.00 | $297,229 | $0 | $56,295 | Yes (X) | |||
| DAN MAULER | |||||||||
| GENERAL COUNSEL & SECRETARY | 28.00 | 12.00 | $229,850 | $98,507 | $50,590 | Yes (X) | |||
| ANDREW MCINDOE | |||||||||
| VP, DEVELOPMENT | 40.00 | 0.00 | $210,278 | $0 | $22,376 | Yes (X) | |||
| ANDREW OLIVASTRO | |||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | 0.00 | $273,994 | $0 | $62,516 | Yes (X) | |||
| ROGER SEVERINO | |||||||||
| VP, DOMESTIC POLICY | 40.00 | 0.00 | $315,355 | $0 | $63,075 | Yes (X) | |||
| BRIDGETT WAGNER | |||||||||
| ED THE FEULNER INSTITUTE | 40.00 | 0.00 | $273,375 | $0 | $55,657 | Yes (X) | |||
| PAUL DANS | |||||||||
| DIRECTOR, PROJECT 2025 | 40.00 | 0.00 | $295,079 | $0 | $38,923 | Yes (X) | |||
| CHAD BAREFOOT | |||||||||
| DIRECTOR, DONOR RELATIONS | 40.00 | 0.00 | $281,598 | $0 | $33,093 | Yes (X) | |||
| MIKE GONZALEZ | |||||||||
| SR. FELLOW | 40.00 | 0.00 | $259,378 | $0 | $50,321 | Yes (X) | |||
| CARSTEN WALTER | |||||||||
| SR. FELLOW | 40.00 | 0.00 | $258,369 | $0 | $50,129 | Yes (X) | |||
| STEVEN BRADBURY | |||||||||
| DISTINGUISHED FELLOW, EVP'S OFFICE | 40.00 | 0.00 | $265,951 | $0 | $21,376 | Yes (X) | |||
| JACK SPENCER | |||||||||
| SR. RESEARCH FELLOW | 40.00 | 0.00 | $197,193 | $0 | $28,010 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,935,567 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $266,252 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $961,404 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 163 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DPR CONSTRUCTION | |||||
| 1450 VETERANS BLVD | REDWOOD CITY | CA | 94063 | CONSTRUCTION | $10,066,367 |
| MDS COMMUNICATIONS CORPORATION | |||||
| 545 W JUANITA AVENUE | MESA | AZ | 85210 | CONSULTANTS ON FUNDRAISING | $1,823,590 |
| THE TILT GROUP LLC | |||||
| 700 MILAM ST | HOUSTON | TX | 77002 | EVENT SERVICE PROVIDER | $1,262,081 |
| CONRAD DIRECT INC | |||||
| 300 KNICKERBOCKER RD | CRESSKILL | NJ | 07626 | MAILING CONTACT MGMT | $1,136,277 |
| GAYLORD NATIONAL RESORT & CONVENTION CEN | |||||
| 201 WATERFRONT ST | NATIL HARBOR | MD | 20745 | EVENT VENUE PROVIDER | $996,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 59 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $97,801,739 | AllOtherContributionsAmt |
| Noncash Contributions | $3,438,215 | NoncashContributionsAmt |
| Total Contributions | $97,801,739 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDIA & PUBLICATION | Desc |
| Business | 513190 | BusinessCd |
| Total Revenue Column | $83,247 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,247 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,010,764 | TotalRevenueColumnAmt |
| Exclusion | $3,010,764 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,350 | TotalRevenueColumnAmt |
| Exclusion | $44,350 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $827,209 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,464,902 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,637,693 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,637,693 | TotalRevenueColumnAmt |
| Exclusion | -$1,637,693 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,314,003 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,365,148 | SecuritiesAmt |
| Other | $365,965 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$51,145 | SecuritiesAmt |
| Other | -$365,965 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$417,110 | TotalRevenueColumnAmt |
| Exclusion | -$417,110 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,078,053 | TotalRevenueColumnAmt |
| Exclusion | $2,078,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,078,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,963,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,247 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,078,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,000 | TotalAmt |
| Program Services | $1,465,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,000 | TotalAmt |
| Program Services | $195,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,899,145 | TotalAmt |
| Program Services | $4,957,063 | ProgramServicesAmt |
| Management And General | $121,120 | ManagementAndGeneralAmt |
| Fundraising | $820,962 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,309,595 | TotalAmt |
| Program Services | $29,013,176 | ProgramServicesAmt |
| Management And General | $628,525 | ManagementAndGeneralAmt |
| Fundraising | $4,667,894 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,167,529 | TotalAmt |
| Program Services | $1,763,808 | ProgramServicesAmt |
| Management And General | $67,065 | ManagementAndGeneralAmt |
| Fundraising | $336,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,377,524 | TotalAmt |
| Program Services | $3,588,035 | ProgramServicesAmt |
| Management And General | $132,081 | ManagementAndGeneralAmt |
| Fundraising | $657,408 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,658 | TotalAmt |
| Program Services | $2,231,080 | ProgramServicesAmt |
| Management And General | $83,715 | ManagementAndGeneralAmt |
| Fundraising | $425,863 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,177,491 | TotalAmt |
| Program Services | $1,051,001 | ProgramServicesAmt |
| Management And General | $84,098 | ManagementAndGeneralAmt |
| Fundraising | $42,392 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,114 | TotalAmt |
| Program Services | $88,704 | ProgramServicesAmt |
| Management And General | $2,892 | ManagementAndGeneralAmt |
| Fundraising | $14,518 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174,817 | TotalAmt |
| Fundraising | $2,174,817 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,929 | TotalAmt |
| Program Services | $644,796 | ProgramServicesAmt |
| Management And General | $24,171 | ManagementAndGeneralAmt |
| Fundraising | $122,962 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,593,175 | TotalAmt |
| Program Services | $11,969,987 | ProgramServicesAmt |
| Management And General | $404,892 | ManagementAndGeneralAmt |
| Fundraising | $218,296 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359,531 | TotalAmt |
| Program Services | $724,935 | ProgramServicesAmt |
| Management And General | $65,929 | ManagementAndGeneralAmt |
| Fundraising | $568,667 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,360,336 | TotalAmt |
| Program Services | $10,268,123 | ProgramServicesAmt |
| Management And General | $46,648 | ManagementAndGeneralAmt |
| Fundraising | $3,045,565 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,568,021 | TotalAmt |
| Program Services | $2,509,128 | ProgramServicesAmt |
| Management And General | $79,238 | ManagementAndGeneralAmt |
| Fundraising | $979,655 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,123,246 | TotalAmt |
| Program Services | $3,384,831 | ProgramServicesAmt |
| Management And General | $463,893 | ManagementAndGeneralAmt |
| Fundraising | $274,522 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,863,800 | TotalAmt |
| Program Services | $1,352,539 | ProgramServicesAmt |
| Management And General | $34,512 | ManagementAndGeneralAmt |
| Fundraising | $476,749 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,356 | TotalAmt |
| Program Services | $23,356 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,778,242 | TotalAmt |
| Program Services | $7,504,119 | ProgramServicesAmt |
| Management And General | $479,881 | ManagementAndGeneralAmt |
| Fundraising | $794,242 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,775 | TotalAmt |
| Program Services | $180,698 | ProgramServicesAmt |
| Management And General | $31,588 | ManagementAndGeneralAmt |
| Fundraising | $34,489 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,928,418 | TotalAmt |
| Program Services | $2,858,518 | ProgramServicesAmt |
| Management And General | $524,274 | ManagementAndGeneralAmt |
| Fundraising | $545,626 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,130 | TotalAmt |
| Program Services | $150,414 | ProgramServicesAmt |
| Management And General | $34,107 | ManagementAndGeneralAmt |
| Fundraising | $7,609 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,904,516 | $1,437,652 | $83,556 | $383,308 |
| HONORARIA/WRITER'S FEES | $217,617 | $217,617 | ||
| BOOKS & PRODUCTS | $139,419 | $87,079 | $4,476 | $47,864 |
| OTHER EXPENSES | $35,793 | $28,272 | $2,548 | $4,973 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,739,177 | TotalAmt |
| Program Services | $87,694,931 | ProgramServicesAmt |
| Management And General | $3,399,209 | ManagementAndGeneralAmt |
| Fundraising | $16,645,037 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,512,132 | TotalAmt |
| Program Services | $11,902,357 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $1,609,775 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,324 | BOYAmt |
| EOY | $2,742 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,156,430 | BOYAmt |
| EOY | $39,404,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,322,751 | BOYAmt |
| EOY | $26,864,420 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,225 | BOYAmt |
| EOY | $259,911 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,361,949 | BOYAmt |
| EOY | $2,443,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,872,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,544,042 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,240,569 | BOYAmt |
| EOY | $111,328,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,208,492 | BOYAmt |
| EOY | $131,617,233 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,594,147 | BOYAmt |
| EOY | $97,351,561 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,633,278 | BOYAmt |
| EOY | $5,781,476 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,665,165 | BOYAmt |
| EOY | $415,053,399 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,351,311 | BOYAmt |
| EOY | $9,690,494 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,211,409 | BOYAmt |
| EOY | $46,815,280 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,114,574 | BOYAmt |
| EOY | $10,863,801 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,677,294 | BOYAmt |
| EOY | $67,369,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,926,925 | BOYAmt |
| EOY | $242,621,488 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,060,946 | BOYAmt |
| EOY | $105,062,336 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,987,871 | BOYAmt |
| EOY | $347,683,824 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,665,165 | BOYAmt |
| EOY | $415,053,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,775,827 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,577,117 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,105,337 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,941,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,877,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,262,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,083,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,801,739 | CurrentTaxYearAmt |
| Total | $450,966,106 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,941,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,877,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,262,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,083,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,801,739 | CurrentTaxYearAmt |
| Total | $450,966,106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $81,171,897 | SubstantialContributorsTotAmt |
| Public Support Total170 | $369,794,209 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $469,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,898,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,131,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,886,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,882,323 | CurrentTaxYearAmt |
| Total | $12,268,213 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,441,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,655,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,705,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,366,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,078,058 | CurrentTaxYearAmt |
| Total | $9,246,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $472,481,099 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $865,392 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $107,921,312 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $107,921,312 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $195,290,303 | BeginningYearBalanceAmt |
| Contributions | $371,135 | ContributionsAmt |
| Investment Earnings Or Losses | $24,343,309 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,292,156 | OtherExpendituresAmt |
| Administrative Expenses | $897,322 | AdministrativeExpensesAmt |
| End Year Balance | $204,815,269 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $245,933,731 | BeginningYearBalanceAmt |
| Contributions | $1,301,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$38,761,532 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,180,535 | OtherExpendituresAmt |
| Administrative Expenses | $1,002,361 | AdministrativeExpensesAmt |
| End Year Balance | $195,290,303 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $216,474,428 | BeginningYearBalanceAmt |
| Contributions | $448,633 | ContributionsAmt |
| Investment Earnings Or Losses | $40,285,428 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,230,554 | OtherExpendituresAmt |
| Administrative Expenses | $1,044,204 | AdministrativeExpensesAmt |
| End Year Balance | $245,933,731 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,439,566 | BeginningYearBalanceAmt |
| Contributions | $1,345,701 | ContributionsAmt |
| Investment Earnings Or Losses | $19,609,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,119,068 | OtherExpendituresAmt |
| Administrative Expenses | $801,058 | AdministrativeExpensesAmt |
| End Year Balance | $216,474,428 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,512,607 | BeginningYearBalanceAmt |
| Contributions | $29,295,514 | ContributionsAmt |
| Investment Earnings Or Losses | $28,302,761 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,503,428 | OtherExpendituresAmt |
| Administrative Expenses | $1,167,888 | AdministrativeExpensesAmt |
| End Year Balance | $206,439,566 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63408 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15652 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,828,701 | OtherCostOrOtherBasisAmt |
| Book Value | $12,828,701 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,104,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,851,052 | DepreciationAmt |
| Book Value | $95,253,467 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,085,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,952,241 | DepreciationAmt |
| Book Value | $2,133,194 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,853,425 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,740,749 | DepreciationAmt |
| Book Value | $1,112,676 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $111,328,038 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS IN ALTERNATIVES & LP'S | $83,978,700 | F |
| TRUSTS & ANNUITIES | $13,372,861 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $97,351,561 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PLAN | $2,868,060 |
| SPLIT-INTEREST AGREEMENTS | $7,995,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,863,801 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $125,108,102 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,577,117 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,105,338 | OtherRevenueAmt |
| Revenue Not Reported | $22,471,779 | RevenueNotReportedAmt |
| Revenue Subtotal | $102,636,323 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $791,929 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,464,902 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,672,973 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,963,350 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $109,412,150 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,464,902 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,464,902 | ExpensesNotReportedAmt |
| Expenses Subtotal | $106,947,248 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $791,929 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $791,929 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $107,739,177 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE LONG-TERM INVESTMENT FUND, CONSISTING OF MULTIPLE FUNDED PROGRAMS, GENERAL BOARD DESIGNATED FUNDS, AND OPERATING RESERVES, HAS BEEN ESTABLISHED IN ORDER TO SUPPORT THE GROWTH AND OPERATIONS OF THE FOUNDATION. THE INVESTMENTS IN THE FUND WILL BE MADE TO ADVANCE THE MISSION AND INTERESTS OF THE FOUNDATION. INDIVIDUAL DONOR-RESTRICTED FUNDS WILL BE GOVERNED BY THE TERMS OF THEIR GOVERNING PLAN DOCUMENTS. SEPARATE ACCOUNTING IS MAINTAINED FOR EACH FUND. FUNDS ARE USED ANNUALLY TO SUPPORT PROGRAMS IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY OR AS STIPULATED BY THE DONOR(S). THE LONG-TERM FUND INCLUDES A PERMANENT FUND, ESTABLISHED BY THE BOARD, WITH THE MAIN OBJECTIVE OF LONG-TERM GROWTH OF CAPITAL IN ACCORDANCE WITH DONOR WISHES. THE PERMANENT FUND IS INCLUDED IN THE CALCULATION OF ANNUAL DRAWS USED TO SUPPORT THE OPERATIONS OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOLLOWING IS THE FIN 48 (ASC 740) FOOTNOTE CONTAINED IN THE FOUNDATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2023: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A), AS AN ENTITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PUBLIC CHARITY AND IS NOT A PRIVATE FOUNDATION. CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE FOR FEDERAL INCOME, ESTATE AND GIFT TAX PURPOSES. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES IS SUBJECT TO TAX. THERE WAS NO SIGNIFICANT NET UNRELATED INCOME TAX DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022. 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC AND INTERN HOUSING, LLC ARE LIMITED LIABILITY COMPANIES WHOSE SOLE MEMBER IS THE FOUNDATION. CONSEQUENTLY, 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC AND INTERN HOUSING, LLC ARE DISREGARDED ENTITIES FOR FEDERAL AND STATE INCOME TAX PURPOSES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAPS -623,301. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -482,037. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES FROM RENTAL ACTIVITIES REPORTED ON PART VIII LINE 6B -2,464,902. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM RENTAL ACTIVITIES REPORTED ON PART VIII LINE 6B 2,464,902. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $1,036 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $5,690 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $111,311 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $1,060 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $7,231 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $740 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $22,470,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $22,597,969 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,597,969 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DICKERSON BAKKER & ASSOCIATES | ||||||||
| 7511 MOURNING DOVE ROAD STE 102 | RALEIGH | NC | 27615 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $6,410,128 | $665,010 | $5,745,118 |
| NEXT AFTER LLC | ||||||||
| 5810 TENNYSON PARKWAY STE 102 | PLANO | TX | 75024 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $6,193,211 | $511,678 | $5,681,533 |
| MDS COMMUNICATIONS CORPORATION | ||||||||
| 545 W JUANITA AVENUE | MESA | AZ | 85210 | CONSULTANTS ON FUNDRAISING | 0 | $5,763,062 | $813,266 | $4,949,796 |
| ODELL SIMMS & LYNCH INC | ||||||||
| 1593 SPRING HILL ROAD SUITE 450 | TYSONS CORNER | VA | 22182 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $4,115,478 | $205,549 | $3,909,929 |
| WARFIELD & WALSH INC | ||||||||
| 601 S WASHINGTON STREET | ALEXANDRIA | VA | 223143004 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $3,436,288 | $379,479 | $3,056,809 |
| THREE CREATIVE INC | ||||||||
| 10211 WINCOPIN CIRCLE 100 | COLUMBIA | MD | 21044 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $1,293,310 | $111,513 | $1,181,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $27,211,477 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $2,686,495 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $24,524,982 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PROFESSIONAL FUNDRAISING PAYMENTS ARE DISTINGUISHED FROM EXPENSE PAYMENTS OR REIMBURSEMENTS PER THE INVOICES PROVIDED BY THE FUNDRAISER. NAME OF FUNDRAISER: NEXT AFTER, LLC LIST RENTAL: $393,000 NAME OF FUNDRAISER: ODELL, SIMMS & LYNCH, INC. PRINTING: $12,565 NAME OF FUNDRAISER: MDS COMMUNICATIONS CORPORATION PRINTING: $62,903 POSTAGE: $73,812 LIST RENTAL: $7,885 TRAVEL: $5,245 CONSULTING (NON-FUNDRAISING): $976,883 NAME OF FUNDRAISER: WARFIELD & WALSH, INC. PRINTING: $32,993 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE ACTION FOR AMERICA | |||||||||
| 214 MASSACHUSETTS AVE NE STE 400 | WASHINGTON | DC | 20002 | 272244700 | 501(C)(4) | $500,000 | $0 | PUBLIC POLICY EDUCATION | |
| FORGE LEADERSHIP NETWORK | |||||||||
| 707 MIAMISBURG-CENTREVILLE RD 202 | DAYTON | OH | 45459 | 472275305 | 501(C)(3) | $300,000 | $0 | INNOVATION PRIZE | |
| OKLAHOMA COUNCIL OF PUBLIC AFFAIRS | |||||||||
| 1401 N LINCOLN BOUELVARD | OKLAHOMA CITY | OK | 73104 | 731436375 | 501(C)(3) | $150,000 | $0 | INNOVATION PRIZE | |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||||
| 420 MADISON AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | 112741480 | 501(C)(3) | $100,000 | $0 | INNOVATION PRIZE | |
| SPEECH FIRST | |||||||||
| 1300 I STREET STE 400E | WASHINGTON | DC | 20005 | 823599047 | 501(C)(3) | $100,000 | $0 | INNOVATION PRIZE | |
| COMMUNIO FOUNDATION | |||||||||
| 5901 KINGSTOWNE VILLAGE PARKWAY STE | ALEXANDRIA | VA | 22315 | 815362485 | 501(C)(3) | $100,000 | $0 | INNOVATION PRIZE | 102 |
| CARDINAL INSTITUTE FOR WEST VIRGINIA | |||||||||
| PO BOX 11495 | CHARLESTON | WV | 25339 | 471932521 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATIONS | |
| AMERICAN REFORMER | |||||||||
| 4300 MACARTHUR AVENUE STE 235 | DALLAS | TX | 75209 | 870851385 | 501(C)(3) | $50,000 | $0 | GENERAL OPERATIONS | |
| READY WILLING & WORKING | |||||||||
| 1451 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | 262383012 | 501(C)(3) | $40,000 | $0 | GENERAL OPERATIONS | |
| STUDENTS FOR FAIR ADMISSIONS | |||||||||
| 2200 WILSON BOUELVARD STE 102-13 | ARLINGTON | VA | 22201 | 471689810 | 501(C)(3) | $25,000 | $0 | SALVATORI PRIZE FOR CITIZENSHIP | |
| CAPITOL HILL CHRISTIAN ACADEMY | |||||||||
| 1000 NEW JERSEY AVENUE SE STE 416 | WASHIGNTON | DC | 20003 | 883303022 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATIONS | |
| AMERICAN COLLEGE OF PEDIATRICIANS | |||||||||
| 1800 HOWELL MILL ROAD STE 475 | ATLANTA | GA | 31318 | 470886878 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATIONS | |
| STATE GOVERNMENT LEADERSHIP FOUNDATION | |||||||||
| 1201 F ST NW STE 675 | WASHIGNTON | DC | 20004 | 200505849 | 501(C)(4) | $30,000 | $0 | PUBLIC POLICY EDUCATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ACADEMIC PRIZE | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $195,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION AWARDS THE INNOVATION AND ACADEMIC PRIZES TO FINANCIALLY SUPPORT INNOVATIVE PUBLIC POLICY SOLUTIONS TO THE MOST PRESSING ISSUES FACING AMERICA. THE INNOVATION AND ACADEMIC PRIZES WERE ESTABLISHED TO RECOGNIZE AND ADVANCE INNOVATIVE PROJECTS, STRATEGIES, AND EFFORTS OF ORGANIZATIONS THAT ARE SEEKING TO ENSURE THE FUTURE OF AMERICAN SELF-GOVERNANCE. THE FOUNDATION IS NOT A GRANT-MAKING ORGANIZATION. THE PRIZES AND/OR GRANTS THAT WERE AWARDED TO QUALIFYING ORGANIZATIONS IN 2023 WERE APPROXIMATELY LESS THAN TWO PERCENT OF TOTAL ANNUAL EXPENSES. IF ORGANIZATIONS OR SCHOLARS APPLY FOR PRIZES AND/OR GRANTS, THE REQUESTING ORGANIZATIONS ARE RESEARCHED AND REVIEWED BY STAFF TO DETERMINE IF THE PURPOSE OF THE PRIZES AND/OR GRANTS ALIGNS WITH THE FOUNDATION'S OBJECTIVES AND OVERALL MISSION. IF THE PRIZES AND/OR GRANTS ARE AWARDED, THEY MUST BE USED TO SUPPORT THOSE PURPOSES. AS A CONDITION OF THE PRIZES AND/OR GRANTS, ORGANIZATIONS AGREE TO SPECIFIC TERMS AND CONDITIONS AND UNDERSTANDINGS TO RECEIVE FUNDS. THOSE ORGANIZATIONS ARE SUBJECT TO PROVIDING PERIODIC REPORTS ON THE OPERATIONS, ACTIVITIES, AND ACCOMPLISHMENTS MADE POSSIBLE BY THE PRIZES AND/OR GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN ROBERTS | ||||||||||||||
| PRESIDENT | $411,733 | $102,933 | $240,240 | $60,060 | $19,008 | $4,752 | $61,513 | $15,378 | $30,642 | $7,661 | $763,136 | $190,784 | $0 | $0 |
| DERRICK MORGAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $389,572 | $0 | $150,300 | $0 | $824 | $0 | $76,891 | $0 | $35,955 | $0 | $653,542 | $0 | $0 | $0 |
| ERIC KORSVALL | ||||||||||||||
| CHIEF OPERATING OFFICER | $318,611 | $0 | $120,300 | $0 | $1,098 | $0 | $60,591 | $0 | $35,638 | $0 | $536,238 | $0 | $0 | $0 |
| ROGER SEVERINO | ||||||||||||||
| VP, DOMESTIC POLICY | $274,137 | $0 | $40,300 | $0 | $918 | $0 | $50,591 | $0 | $40,208 | $0 | $406,154 | $0 | $0 | $0 |
| ROBERT BLUEY | ||||||||||||||
| VP, COMMUNICATIONS | $221,496 | $0 | $55,300 | $0 | $23,063 | $0 | $49,270 | $0 | $35,638 | $0 | $384,767 | $0 | $0 | $0 |
| DAN MAULER | ||||||||||||||
| GENERAL COUNSEL & SECRETARY | $221,849 | $95,078 | $7,525 | $3,225 | $476 | $204 | $35,413 | $15,177 | $990 | $424 | $266,253 | $114,108 | $0 | $0 |
| JOHN BACKIEL | ||||||||||||||
| VP, FINANCE, ACCOUNTING & TREASURER | $243,150 | $0 | $50,300 | $0 | $1,309 | $0 | $48,532 | $0 | $35,643 | $0 | $378,934 | $0 | $0 | $0 |
| JOHN MALCOLM | ||||||||||||||
| VP, INST. FOR CONSTITUTIONAL GOV'T | $243,256 | $0 | $50,300 | $0 | $3,673 | $0 | $48,651 | $0 | $22,844 | $0 | $368,724 | $0 | $0 | $0 |
| JAMES CARAFANO | ||||||||||||||
| SR. FELLOW | $255,000 | $0 | $50,300 | $0 | $8,431 | $0 | $49,765 | $0 | $1,694 | $0 | $365,190 | $0 | $0 | $0 |
| ANDREW OLIVASTRO | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $240,375 | $0 | $32,800 | $0 | $819 | $0 | $55,032 | $0 | $33,433 | $0 | $362,459 | $0 | $0 | $0 |
| PAUL DANS | ||||||||||||||
| DIRECTOR, PROJECT 2025 | $263,374 | $0 | $30,300 | $0 | $1,405 | $0 | $26,698 | $0 | $39,292 | $0 | $361,069 | $0 | $0 | $0 |
| BRIDGETT WAGNER | ||||||||||||||
| ED THE FEULNER INSTITUTE | $224,522 | $0 | $45,300 | $0 | $3,553 | $0 | $45,301 | $0 | $35,467 | $0 | $354,143 | $0 | $0 | $0 |
| CHAD BAREFOOT | ||||||||||||||
| DIRECTOR, DONOR RELATIONS | $225,786 | $0 | $55,300 | $0 | $512 | $0 | $24,268 | $0 | $33,780 | $0 | $339,646 | $0 | $0 | $0 |
| MIKE GONZALEZ | ||||||||||||||
| SR. FELLOW | $225,708 | $0 | $30,300 | $0 | $3,370 | $0 | $43,096 | $0 | $34,115 | $0 | $336,589 | $0 | $0 | $0 |
| CARSTEN WALTER | ||||||||||||||
| SR. FELLOW | $219,030 | $0 | $35,300 | $0 | $4,039 | $0 | $42,904 | $0 | $33,827 | $0 | $335,100 | $0 | $0 | $0 |
| STEVEN BRADBURY | ||||||||||||||
| DISTINGUISHED FELLOW, EVP'S OFFICE | $248,920 | $0 | $10,300 | $0 | $6,731 | $0 | $21,376 | $0 | $2,767 | $0 | $290,094 | $0 | $0 | $0 |
| JACK SPENCER | ||||||||||||||
| SR. RESEARCH FELLOW | $195,889 | $0 | $300 | $0 | $1,004 | $0 | $23,490 | $0 | $30,900 | $0 | $251,583 | $0 | $0 | $0 |
| ANDREW MCINDOE | ||||||||||||||
| VP, DEVELOPMENT | $154,884 | $0 | $55,000 | $0 | $394 | $0 | $17,736 | $0 | $19,907 | $0 | $247,921 | $0 | $0 | $0 |
| CHRISTOPHER BYRNES | ||||||||||||||
| GEN. COUNSEL & SECRETARY | $136,337 | $0 | $45,004 | $0 | $542 | $0 | $14,496 | $0 | $22,830 | $0 | $219,209 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS OR CHARTER TRAVEL: THE FOUNDATION ALLOWS FIRST CLASS TRAVEL OR CHARTER TRAVEL FOR CERTAIN APPROVED STAFF IN CERTAIN CIRCUMSTANCES, SUCH AS INTERNATIONAL TRAVEL, AND ONLY WHEN CONDUCTING OFFICIAL BUSINESS FOR THE FOUNDATION. IN ACCORDANCE WITH THE FOUNDATION'S TRAVEL POLICIES, ANY AMOUNT PAID BY THE FOUNDATION FOR ANY TRAVEL BY ANY EMPLOYEE THAT IS NOT BUSINESS RELATED IS REQUIRED TO BE REIMBURSED BY THE INDIVIDUAL TO THE FOUNDATION OR IT IS INCLUDED IN THE INDIVIDUAL'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II. TRAVEL FOR COMPANIONS: FROM TIME TO TIME, THE FOUNDATION ALLOWS TRAVEL FOR SPOUSES OF CERTAIN OFFICERS OF THE ORGANIZATION. AMOUNTS PAID FOR TRAVEL FOR COMPANIONS THAT ARE NOT BUSINESS RELATED ARE EITHER REIMBURSED BY THE OFFICER TO THE FOUNDATION OR ARE INCLUDED IN THE OFFICER'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II. |
| PART I, LINE 7 | A PORTION OF MANAGEMENT COMPENSATION IS IN THE FORM OF AN ANNUAL BONUS. MANAGEMENT BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S GOALS AND OBJECTIVES AS WELL AS ON THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. BONUSES ARE NOT BASED ON A FIXED FORMULA. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND MONTHLY REPORTS OF ORGANIZATON ACTIVITIES ARE PROVIDED TO THE BOARD. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA BLUEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF OFFICER: ROBERT BLUEY | RelationshipDescriptionTxt |
| Transaction | $83,326 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 142 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,438,215 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | REPORTING THE NUMBER OF ITEMS RECEIVED |
| PART I, LINE 32B: | IN AN EFFORT TO PROVIDE DONORS WITH ANOTHER GIVING OPTION, THE FOUNDATION HAS CONTRACTED WITH THE GIVING BLOCK ("TGB") TO PROCESS CRYPTO CURRENCY GIFTS RECEIVED BY THE ORGANIZATION FROM DONORS. TGB FACILITATES THE TRANSFER OF THE CRYPTO CURRENCY FROM THE DONOR, CONVERTS IT TO CASH, AND THEN SENDS THE CASH PROCEEDS DIRECTLY TO THE FOUNDATION. IN 2023 THERE WERE NOT ANY CRYPTO CURRENCY TRANSACTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD AMENDED THE BYLAWS IN 2023 TO UPDATE THE PROCESS FOR FILLING VACANCIES FOR OFFICES AND CLARIFYING THAT THE MEMBERSHIP OF THE AUDIT COMMITTEE MUST INCLUDE A CERTAIN NUMBER OF NON-EMPLOYEE MEMBERS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE & CONTROLLER COMPILES THE INFORMATION NECESSARY TO COMPLETE THE FORM 990. PAID TAX PREPARERS THEN ASSIST IN POPULATING THE FORM, WHICH IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ACCOUNTING. THE COMPLETED DRAFT IS THEN REVIEWED BY THE PRESIDENT, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, AND GENERAL COUNSEL. A COMPLETE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR FINAL COMMENTS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW EMPLOYEES ARE REQUIRED TO FOLLOW ALL POLICIES CONTAINED WITHIN THE FOUNDATION'S EMPLOYEE HANDBOOK, INCLUDING THE FOUNDATION'S CONFLICT OF INTEREST POLICY. SEPARATELY, THE FOUNDATION HAS IN PLACE A FORMAL CONFLICT OF INTEREST POLICY THAT REQUIRES ALL MEMBERS OF THE BOARD OF TRUSTEES (THE "BOARD") TO DISCLOSE, ANNUALLY, ANY AND ALL FINANCIAL INTERESTS OR HOLDINGS THAT MAY BE A CONFLICT OF INTEREST TO HIS/HER DUTIES AS A TRUSTEE OF THE ORGANIZATION. ADDITIONAL DISCLOSURES ARE REQUIRED PROMPTLY WHEN A PREVIOUSLY UNKNOWN CONFLICT ARISES OR IS DISCOVERED. IN THE CASE OF A POTENTIAL CONFLICT, THE POLICY SETS FORTH A FORMAL PROCESS FOR THE BOARD TO EXAMINE THE POTENTIAL CONFLICT AND THEN APPROVE, DISAPPROVE, OR TAKE FURTHER APPROPRIATE ACTION. FURTHER, THE POLICY PROVIDES THE BOARD THE AUTHORITY TO IMPLEMENT AND ENFORCE ITS OVERSIGHT OF THESE ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION, INCLUDING SALARIES, BONUSES, AND BENEFITS, FOR THE FOUNDATION'S PRESIDENT, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, AND CERTAIN OTHER OFFICERS IS APPROVED BY THE BOARD, AND BASED ON THE RECOMMENDATION OF THE BOARD'S COMPENSATION COMMITTEE. IN 2023, THE COMPENSATION COMMITTEE WAS COMPRISED OF SIX INDEPENDENT, VOLUNTEER BOARD MEMBERS WHO WERE NOT, AND HAVE NEVER BEEN, EMPLOYEES OF THE FOUNDATION. EACH YEAR, THE COMPENSATION COMMITTEE MEETS TO DEVELOP COMPENSATION RECOMMENDATIONS TO THE FULL BOARD AND ITS MEETINGS ARE DOCUMENTED CONTEMPORANEOUSLY. IN DEVELOPING ITS RECOMMENDATIONS, THE COMMITTEE CONSIDERS MARKET DATA AND OTHER SALARY AND BENEFIT SURVEY INFORMATION REGARDING THE COMPENSATION OF SIMILARLY SITUATED EXECUTIVES, BECAUSE THE MANAGEMENT AND LEADERSHIP SKILLS OF HERITAGE EXECUTIVES HAVE A SIGNIFICANT EFFECT ON THE FOUNDATION'S SUCCESS, A SIGNIFICANT PORTION OF CASH COMPENSATION IS IN THE FORM OF A BONUS. BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S STRATEGIC OBJECTIVES AS WELL AS THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND MONTHLY REPORTS OF FOUNDATION ACTIVITIES ARE PROVIDED TO THE BOARD. IN CONSIDERING AND APPROVING TOTAL COMPENSATION FOR 2023, THE COMPENSATION COMMITTEE AND THE BOARD ALSO APPROVED BENEFITS PROVIDED UNDER AN EMPLOYER-FUNDED QUALIFIED RETIREMENT PLAN, GROUP HEALTH, LIFE, AND LONG-TERM DISABILITY AND LONG-TERM CARE INSURANCE PLANS, AND OTHER BENEFITS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST IN COMPLIANCE FOR THE PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 461,705. MANAGEMENT AND GENERAL EXPENSES 35,159. FUNDRAISING EXPENSES 22,362. TOTAL EXPENSES 519,226. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 11,508,282. MANAGEMENT AND GENERAL EXPENSES 369,733. FUNDRAISING EXPENSES 195,934. TOTAL EXPENSES 12,073,949. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAPS -623,300. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -482,037. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| INTERN HOUSING LLC | |||||||||
| 236 MASSACHUSETTS AVE NE STE 110 | WASHINGTON | DC | 20002 | 460771893 | HOUSING | DE | $562,043 | $136,157 | THE HERITAGE FOUNDATION |
| MASSACHUSETTS AVENUE PROPERTIES LLC | |||||||||
| 236 MASSACHUSETTS AVE NE STE 105 | WASHINGTON | DC | 20002 | 461554578 | REAL ESTATE | DE | $553,928 | $28,227,860 | THE HERITAGE FOUNDATION |
| 3RD STREET PROPERTIES LLC | |||||||||
| 236 MASSACHUSETTS AVE NE STE 115 | WASHINGTON | DC | 20002 | 461548557 | REAL ESTATE | DE | $123,900 | $16,183,048 | THE HERITAGE FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE ACTION FOR AMERICA | ||||||||||
| 214 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20002 | 272244700 | ADVOCACY | DC | 501(C)(4) | THE HERITAGE FOUNDATION | 0 | |
| THE HERITAGE INSTITUTE | ||||||||||
| 214 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20002 | 521193835 | PUBLIC CHARITY | DC | 501(C)(3) | THE HERITAGE FOUNDATION | 0 | LINE 7 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN DREAM BROADCASTING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASS AVE NE STE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454869531 | EIN |
| Primary Activities | BROADCASTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE ACTION FOR AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $4,649 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HERITAGE ACTION FOR AMERICA | ||
| B | $500,000 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| J | $138,490 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| L | $1,277,653 | COST OF SERVICES |
| HERITAGE ACTION FOR AMERICA | ||
| M | $3,500,000 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| Q | $4,258,042 | FMV |