2024-12-13T14:28:48-06:00 2024-07-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990 2023-08-01 133649537 NATIONAL REVIEW INSTITUTE NATI 2128492832 19 WEST 44TH STREET 1701 NEW YORK NY 10036 CHUCK DEFEO CEO 2128492832 2024-12-12 1 0 DIANA MILLER P01597612 9739949400 2023 2024-10-15 13:58:12Z CHUCK DEFEO 19 WEST 44TH STREET 1701 NEW YORK NY 10036 9958151 0 X HTTP://NRINSTITUTE.ORG X 1991 NY EXPAND THE UNDERSTANDING OF CONSERVATIVE PRINCIPLES AND PHILOSOPHY IN SOCIETY AND CULTURE. 14 12 29 4 0 0 6641050 7660985 115384 463779 37276 1154950 -680833 -329364 6112877 8950350 300000 300000 0 0 3544727 4334835 0 0 967555 2467550 3018765 6312277 7653600 -199400 1296750 15650399 15363650 3499190 2918444 12151209 12445206 EXPAND THE UNDERSTANDING OF CONSERVATIVE PRINCIPLES AND PHILOSOPHY IN SOCIETY AND CULTURE. 0 0 6285901 300000 463779 PROMOTE ACTIVITIES THAT EXPAND THE UNDERSTANDING OF CONSERVATIVE PRINCIPLES AND PHILOSOPHY IN SOCIETY AND CULTURE BY EDUCATING AND INFORMING THE GENERAL PUBLIC IN THE FIELDS OF POLITICAL SCIENCE, HISTORY, FREE MARKET ECONOMICS, RELIGION AND WESTERN CIVILIZATION. 6285901 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 37 0 1 29 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL IA KS KY LA MD MA MI MN MS MO MT NV NH NJ NM NY NC OH OR PA RI SC TN TX UT VA WA WV WI X X X THE ORGANIZATION 2128492832 19 WEST 44TH STREET SUITE 1701 NEW YORK NY 10036 LINDSAY CRAIG PRESIDENT 40.00 X X 400529 0 41057 RICHARD LOWRY TRUSTEE 0.23 40.00 X 0 394669 46278 CHUCK DEFEO CEO 20.00 20.00 X X 0 0 0 PETER J TRAVERS CHAIRMAN 0.23 X 0 0 0 ADAM MEYERSON TRUSTEE 0.23 X 0 0 0 ALEC TAYLOR TRUSTEE 0.23 X 0 0 0 BRIAN MURDOCK TRUSTEE 0.23 X 0 0 0 CARL HELSTROM TRUSTEE 0.23 X 0 0 0 DALE R BROTT TRUSTEE 0.23 X 0 0 0 DANIEL J MAHONEY OUTGOING TRUSTEE (10/23) 0.23 X 0 0 0 DAVID L BAHNSEN OUTGOING TRUSTEE (10/23) 0.23 X 0 0 0 JOHN BUSER TRUSTEE 0.23 X 0 0 0 L STANTON TOWNE TRUSTEE 0.23 X 0 0 0 PAT TOOMEY TRUSTEE 0.23 X 0 0 0 RICHARD SPENCER TRUSTEE 0.23 X 0 0 0 ROBERT F AGOSTINELLI TRUSTEE 0.23 X 0 0 0 VALERIE SCHOOLEY OUTGOING TRUSTEE (10/23) 0.23 X 0 0 0 JOHN KORPACZ CFO 40.00 X 231045 0 35359 ANDREW STUTTAFORD FELLOW 32.00 8.00 X 187126 50000 40637 JAMES GERAGHTY FELLOW 32.00 8.00 X 154850 0 4719 NICHOLAS MOSVICK FELLOW 32.00 8.00 X 140681 0 11821 DANIEL MCLAUGHLIN FELLOW 32.00 8.00 X 127915 32000 4309 JAY NORDLINGER FELLOW 32.00 8.00 X 118892 30000 11870 1361038 506669 196050 11 0 1 0 DOUGLAS MURRAY 19 WEST 44 STREET SUITE 1701 NEW YORK NY 10036 FELLOW / WRITER 354769 AMERICAN PHILANTHROPIC LLC 119 N HIGH STREET WEST CHESTER PA 19380 DEVELOPMENT SERVICES 256050 DAVIS POLK & WARDWELL LLP 450 LEXINGTON AVENUE NEW YORK NY 10017 LAW CONSULTING SERVICES 176982 ANDREW MCCARTHY 19 WEST 44 STREET SUITE 1701 NEW YORK NY 10036 FELLOW / WRITER 160016 KEVIN HASSETT 19 WEST 44 STREET SUITE 1701 NEW YORK NY 10036 FELLOW / WRITER 100005 5 1676885 5984100 1089946 7660985 REGIONAL SEMINARS 611710 317733 317733 BURKE TO BUCKLEY 611710 146046 146046 463779 120621 120621 1632304 597975 1034329 1034329 1034329 60600 1676885 409826 -349226 -349226 MISCELLANEOUS REVENUE 900099 19862 19862 19862 8950350 463779 0 825586 300000 300000 973444 825262 55661 92521 2846449 2415244 162000 269205 54508 45787 3270 5451 234013 196571 14040 23402 226421 190194 13585 22642 33983 26720 3227 4036 52331 41148 4969 6214 15 15 149285 74566 13578 61141 257846 206276 25785 25785 172525 138892 13280 20353 157058 5512 37997 113549 369831 321752 18492 29587 349017 320253 28764 58637 51014 2932 4691 12570 10936 628 1006 PROGRAMS & EVENTS 988979 988979 DIRECT MAILINGS 273977 54795 219182 TRADEMARK LICENSING FEE 90000 72000 9000 9000 MERCHANT & REGISTRATION 52711 21685 31026 7653600 6285901 400144 967555 180444 287481 2691413 2761972 651515 701152 135524 212125 559324 361324 253988 198000 1010128 1024177 7583654 7583654 2697620 2178178 446113 416911 15650399 15363650 167767 199280 3331423 2719164 3499190 2918444 X 11036178 11099616 1115031 1345590 12151209 12445206 15650399 15363650 X 1296750 6742 -1009495 X X 0 1 X 1 0 X 5684743 4824853 5873825 6641050 7660985 30685456 5684743 4824853 5873825 6641050 7660985 30685456 497630 30187826 137999 116717 115491 141901 120621 632729 20 105637 53400 134550 80462 374069 31692254 983980 0.95250 0.91890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 105,637. 2023 AMOUNT: $ 19,862. FUNDRAISING PROCEEDS - 2021 AMOUNT: $ 53,400. 2022 AMOUNT: $ 134,550. 2023 AMOUNT: $ 60,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 237888 142603 95285 321436 218721 102715 198000 NATIONAL REVIEW STOCK 7583654 C 7583654 OPERATING LEASE LIABILITIES 2719164 2719164 X PART X, LINE 2: NATIONAL REVIEW INSTITUTE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THEREFORE THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE INSTITUTE, WHICH IS HEADQUARTERED IN NEW YORK IS RECOGNIZED FOR TAX EXEMPT STATUS IN THE STATE OF NEW YORK. THE INSTITUTE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A)(1) OF THE IRC. OTHER SIGNIFICANT TAX POSITIONS INCLUDE ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). 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