2022-12-08T13:55:22-06:00 2022-07-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990 2021-08-01 133649537 NATIONAL REVIEW INSTITUTE NATI 2128492832 19 WEST 44TH STREET 1701 NEW YORK NY 10036 LINDSAY CRAIG PRESIDENT 2128492832 2022-12-08 1 LINDSAY CRAIG XXX-XX-XXXX DIANA MILLER P01597612 9739949400 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z LINDSAY CRAIG 19 WEST 44TH STREET 1701 NEW YORK NY 10036 6933033 0 X HTTP://NRINSTITUTE.ORG X 1991 NY EXPAND THE UNDERSTANDING OF CONSERVATIVE PRINCIPLES AND PHILOSOPHY IN SOCIETY AND CULTURE. 15 13 23 0 0 0 4824853 5873825 99434 276217 534419 507361 105637 -313476 5564343 6343927 0 0 0 0 3177844 3420874 0 0 764061 2507203 2361487 5685047 5782361 -120704 561566 13238791 12840111 365506 366598 12873285 12473513 EXPAND THE UNDERSTANDING OF CONSERVATIVE PRINCIPLES AND PHILOSOPHY IN SOCIETY AND CULTURE. 0 0 4696499 276217 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. 4696499 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 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 42 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 13 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 RICHARD LOWRY TRUSTEE 0.23 40.00 X 0 380996 41740 LINDSAY CRAIG PRESIDENT 40.00 X X 322526 0 31748 PETER J TRAVERS CHAIRMAN 0.23 X 0 0 0 ADAM MEYERSON 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 TRUSTEE 0.23 X 0 0 0 DAVID L BAHNSEN TRUSTEE 0.23 X 0 0 0 DICK DEVOS TRUSTEE 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 RICHARD SPENCER TRUSTEE 0.23 X 0 0 0 ROBERT F AGOSTINELLI TRUSTEE 0.23 X 0 0 0 VALERIE SCHOOLEY TRUSTEE 0.23 X 0 0 0 THOMAS KILKENNY VP, FINANCE & OPERATIONS 40.00 X 205070 0 13901 KEVIN WILLIAMSON FELLOW 32.00 8.00 X 182026 65000 20792 ANDREW STUTTAFORD FELLOW 32.00 8.00 X 179000 46250 28137 JOHN MCCORMACK FELLOW 32.00 8.00 X 109392 27333 4353 RONALD KYLE SMITH FELLOW 32.00 8.00 X 125476 34200 25981 RAMESH PONNURU FELLOW 32.00 8.00 X 160118 37500 5955 1283608 591279 172607 8 0 1 0 ANDREW MCCARTHY 12 OAK HILL DR BASKING RIDGE NJ 07920 FELLOW / WRITER 160013 AMERICAN PHILANTHROPIC LLC 119 N HIGH STREET WEST CHESTER PA 19380 DEVELOPMENT SERVICES 142940 2 1766009 4107816 430205 5873825 REGIONAL SEMINARS 611710 179576 179576 BURKE TO BUCKLEY 611710 96641 96641 276217 115491 115491 614100 222230 391870 391870 391870 53400 1766009 366876 -313476 -313476 6343927 276217 0 193885 609696 512936 36286 60474 2371445 1995245 141075 235125 53798 45183 3230 5385 185319 162116 8970 14233 200616 168619 12003 19994 17216 13783 1469 1964 43999 35227 3753 5019 179153 87613 16461 75079 153184 122548 15318 15318 102387 71437 12670 18280 93372 26850 17171 49351 266392 231761 13320 21311 203141 160312 16464 26365 62252 54159 3113 4980 6454 5615 323 516 PROGRAMS & EVENTS 657325 657325 BOOKS, ARTS & MANNERS 300000 300000 DIRECT MAILINGS 228846 45770 183076 MERCHANT & REGISTRATION 47766 20175 27591 5782361 4696499 321801 764061 895959 1278100 272134 334105 297430 95683 1003 136050 132670 548602 242981 359872 305621 6614640 6091592 4604283 4594920 57420 7420 13238791 12840111 116149 123629 249357 242969 365506 366598 X 12387953 11398024 485332 1075489 12873285 12473513 13238791 12840111 X 561566 -645329 -316009 X X 0 1 X 1 0 X 6046944 5769676 5684743 4824853 5873825 28200041 6046944 5769676 5684743 4824853 5873825 28200041 2516207 25683834 143006 137562 137999 116717 115491 650775 5142 5142 20 105637 53400 159057 29015015 684767 0.88520 0.86400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 105,637. FUNDRAISING PROCEEDS - 2021 AMOUNT: $ 53,400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 237888 93507 144381 310714 149474 161240 305621 NATIONAL REVIEW INC. STOCK 4583654 C INVESTMENT IN PARTNERSHIP - ACACIA PARTNERS, L.P. 11266 C 4594920 DEFERRED RENT 242969 242969 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). MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAD NO ACTIVITIES SUBJECT TO UBIT FOR THE YEARS ENDED JULY 31, 2022 OR 2021. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATIONS BY TAXING AUTHORITIES. THE INSTITUTE IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), WHICH IS GENERALLY SUBJECT TO EXAMINATION BY THE IRS UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE RETURN. THE FORMS 990 FOR 2019 THROUGH 2021 ARE OPEN TO EXAMINATION BY THE IRS AS OF JULY 31, 2022. WFB PRIZE DINNER 1819409 1766009 53400 148162 17655 87789 113270 1819409 1766009 53400 148162 17655 87789 113270 366876 -313476 X 0 0 0 0 0 0 0 0 0 RICHARD LOWRY TRUSTEE 0 380030 0 0 0 966 0 8700 0 33040 0 422736 0 0 LINDSAY CRAIG PRESIDENT 322000 0 0 0 526 0 8700 0 23048 0 354274 0 0 0 KEVIN WILLIAMSON FELLOW 181783 65000 0 0 243 0 5560 0 15232 0 202818 65000 0 0 ANDREW STUTTAFORD FELLOW 177930 46250 0 0 1070 0 5935 0 22202 0 207137 46250 0 0 THOMAS KILKENNY VP, FINANCE & OPERATIONS 203776 0 0 0 1294 0 6640 0 7261 0 218971 0 0 0 RAMESH PONNURU FELLOW 159920 37500 0 0 198 0 4800 0 1155 0 166073 37500 0 0 RONALD KYLE SMITH FELLOW 125024 34200 0 0 452 0 4068 0 21913 0 151457 34200 0 0 X 14 430205 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES OF THE GOVERNING BODY WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRESIDENT, AND VICE PRESIDENT REVIEW FORM AND CONTENT OF TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C POLICY COMPLIANCE MONITORED THROUGH REGULARY ATTENDED FORMAL AND INFORMAL MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT BASED UPON PREVAILING SALARY LEVELS COMMENSURATE WITH EXPERIENCE AND REVIEWED BY THE GOVERNING BODY AND COUNCIL. COMPENSATION OF OTHER KEY EMPLOYEES BASED UPON PREVAILING SALARY LEVELS COMMENSURATE WITH EXPERIENCE AND REVIEWED BY THE GOVERNING BODY AND COUNCIL. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE KEPT AT THE ORGANIZATION'S LOCATION AND CAN BE VIEWED BY ANY INQUIRING PARTY DURING NORMAL OFFICE HOURS. HARD COPIES ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE @ WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: BASIS ADJ. FOR DONATED STOCK -330,436. CHANGE IN VALUE OF BENEFICIAL INTERESTS 14,427. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR ENDED 7/31/2022, THERE HAS BEEN NO CHANGE IN THE AUDIT COMMITTEE PROCEDURES AND THE ORGANIZATION HAS NOT CHANGED ITS SELECTION OF AN INDEPENDENT AUDITOR. NATIONAL REVIEW INC 19 WEST 44TH STREET SUITE 1701 NEW YORK NY 10036 131899384 MAGAZINE SALES NY NATIONAL REVIEW INSTITUE C -3036730 6333137 1.00000 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0