2022-11-02T14:18:57-05:00 2021-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-01-01 134174402 Foundation for the Defense of Democracies Inc FOUN 2022070190 1800 M Street NW 800S Washington DC 200365876 Clifford D May President 2022070190 2022-10-19 1 Clifford May XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-09-08 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z Clifford D May 1800 M Street NW 800S Washington DC 200365876 17151700 0 X https://www.fdd.org/ X 2001 NY Research institute focusing on foreign policy and national security- See Schedule O 21 19 60 65 0 0 15069464 15921966 0 0 54484 53401 -91234 123658 15032714 16099025 250000 347050 0 0 9609532 10032083 0 0 1586427 7049280 7286854 16908812 17665987 -1876098 -1566962 33130022 31755415 2981888 3143906 30148134 28611509 X To conduct research and provide education on national security and on international terrorism. The organization produces independent analyses on issues related to national security and global terrorism's intentions and capabilities. See Schedule O for full mission 0 0 3693577 4500 Research: Provides research on national security, international relations, terrorism, and related issues on a timely basis and in response to the political and societal environment. 2309335 37550 Iran Threat: Provides policy research, analysis, and education addressing Iran's support for terrorism and the pursuit of nuclear weapons. 1719193 Center on Economic and Financial Power: Examines how democracies can use sanctions as economic coercion, deter illicit finance, and defend themselves against economic warfare. 1595893 300000 Communications and Government Relations: Educates the general public and policy audiences on issues related to national security, international relations, terrorism, and other issues related to the defense of democratic societies and institutions. 1532546 Center on Military and Political Power: Promotes understanding of the defense strategies, policies, and capabilities necessary to deter and defeat threats to the freedom, security, and prosperity of Americans and our allies by providing rigorous, timely, and relevant research and analysis. 1356843 Center on Cyber and Technology Innovation: Aims to promote a greater understanding of the threats and opportunities to national security posed by the rapidly expanding technological environment. 841637 5000 Extremism Projects: Conduct research and analysis of certain groups and nations that may cause harm to the US or other democratic allies. 141873 Education and Training Programs: Provide mentoring, skill-building workshops, roundtables, and travel opportunities to mid-career professionals working in various aspects of national security and public policy. 5468792 305000 13190897 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 1 60 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT DC FL GA IL KS KY MD MA MI NV NJ NY NC OH OR PA RI TN TX VA X Kathy Helman Vice President Finan 2022070190 1800 M Street NW 800S Washington DC 200365876 Timothy Gordon Chair 1.00 0.00 X X 0 0 0 Leonard Abramson Director 1.00 0.00 X 0 0 0 David Arditi Director 1.00 0.00 X 0 0 0 David Barish - Added June 2021 Director 1.00 0.00 X 0 0 0 Brian Bilzin Director 1.00 0.00 X 0 0 0 Michael Cohen Director 1.00 0.00 X 0 0 0 Eric Dezenhall Director 1.00 0.00 X 0 0 0 Linda Frum - resigned September 202 Director 1.00 0.00 X 0 0 0 Larry Hochberg Director 1.00 0.00 X 0 0 0 David Jonas - deceased November 202 Director 1.00 0.00 X 0 0 0 Robert Kargman Director 1.00 0.00 X 0 0 0 Lennert Leader Director 1.00 0.00 X 0 0 0 James Litinsky Director 1.00 0.00 X 0 0 0 Bernard Marcus Director 1.00 0.00 X 0 0 0 David Naftaly Director 1.00 0.00 X 0 0 0 Natty Nashman Director 1.00 0.00 X 0 0 0 Mark Pelson Director 1.00 0.00 X 0 0 0 Mark Pruzanksi Director 1.00 0.00 X 0 0 0 Kenneth Schwartz Director 1.00 0.00 X 0 0 0 Tina Snider Director 1.00 0.00 X 0 0 0 Gil Tenzer Director 1.00 0.00 X 0 0 0 Mark Dubowitz CEO 60.00 0.00 X X 730377 0 49772 Clifford May President 60.00 2.00 X X 659892 163 38085 Jonathan J Schanzer Senior Vice President 60.00 0.00 X 534333 0 50012 William McCarthy COO 48.00 2.00 X 519384 2450 13749 Lawrence Muscant Senior Vice President 50.00 2.00 X 520249 0 47412 Toby Dershowitz Senior Vice President 50.00 10.00 X 507069 36000 21951 Mark Montgomery Senior Director/Senior Fellow 40.00 0.00 X 243290 0 10949 Georgianna Shea Chief Technologist 40.00 0.00 X 214073 0 18281 Bradley L Bowman Senior Director 40.00 0.00 X 202950 0 34666 Orde F Kittrie Senior Fellow 40.00 0.00 X 199891 0 23348 Kathryn Helman Vice President 40.00 0.00 X 196940 0 21840 4528448 38613 330065 29 0 1 0 Financial Integrity Network 1050 Connecticut Avenue NW Washington DC 20036 Research and Program Services 450000 K17 Security 9710 Traville Gateway Dr 383 Rockville MD 20850 Security Services 435365 West Meadow LLC 427 Logan Lodge Road Kilmarnock VA 22482 Research and Program Services 372000 OSIbeyond LLC 11921 Rockville Pike Suite 210 Rockville MD 20852 Information Technology Services 306088 Paul Weiss Rifkind Wharton & Garrison 1285 Avenue of the Americas New York NY 100196064 Legal and Research Services 300000 10 163120 15758846 1052675 15921966 47107 47107 119693 0 119693 119693 119693 1058969 1052675 6294 6294 6294 Other revenue 900099 2589 2589 Exchange Rate Gain (Loss) 900099 1376 1376 3965 16099025 0 0 177059 X 337550 337550 5000 5000 4500 4500 3646042 2329443 425032 891567 5118384 4311366 570173 236845 245768 194509 27658 23601 522670 412727 76735 33208 499219 380099 57825 61295 479435 427277 49248 2910 41490 41490 6975 6975 4103823 2858133 1230013 15677 396983 275032 70028 51923 545164 362705 128578 53881 998156 760563 114945 122648 254786 168584 47290 38912 67402 57255 838 9309 296735 226110 34162 36463 95905 80044 7673 8188 17665987 13190897 2888663 1586427 6790603 9275621 17389519 14186320 876382 277611 344421 400759 2909492 1747975 1450860 1161517 5333153 5333135 945084 1120452 33130022 31755415 724003 890887 2257885 2253019 2981888 3143906 X 10418381 12181100 19729753 16430409 30148134 28611509 33130022 31755415 -1566962 30337 0 X X 0 1 X 1 0 X 13201366 12221312 32525486 15069464 15921966 88939594 13201366 12221312 32525486 15069464 15921966 88939594 30186081 58753513 139327 274497 275681 124973 166800 981278 89920872 207865 0.65340 0.63090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 305967 305967 17353045 17659012 1000000 250000 0 0 908109 1000000 1000000 1000000 3908109 5862164 169616 258968 251491 305967 986042 227027 250000 250000 250000 977027 1465541 102036 39 102075 100000 2036 102036 75000 25000 100000 0 75000 75000 0.00000 1.00000 0.00000 0 0 2234514 1193130 1041384 424162 318284 105878 250816 236561 14255 1161517 Deferred rent and lease incentives 1459230 Deferred compensation plan liabilities 775997 Sublease security deposit 17792 2253019 X 16122387 30337 30337 16092050 6975 6975 16099025 17659012 0 17659012 6975 6975 17665987 Part V, Line 4: In June 2018, the Board resolved to solicit contributions to be held in perpetuity and funding of long-range support for programs and operations of the Foundation. Part X, Line 2: Management has evaluated the Foundation's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions. 1 East Asia and the Pacific 0 0 Program services Research 1768 Europe (Including Iceland & Greenland) 0 0 Program services Research, Meetings, Travel, and Software Tools 8145 Middle East and North Africa 0 8 Program services Research and Educational Trips 889139 North America 0 1 Program services Research, Communication, and Governmental Education 57139 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in region 4500 0 9 0 0 0 9 960691 0 960691 0 0 0 0 0 1 Part I, Line 2: Grantees are requested to provide regular updates on activities funded. Part I, line 3: Foreign expenses are directly tracked and accounted for on the accrual method of accounting. Part III Accounting Method: 1 FDD Action 1800 M Street NW Ste 800S Washington DC 200365876 832602916 501(c)(4) 300000 0 N/A N/A Operations for newly formed related organization Institute for Science and International Security 440 1 Street NW 800 Washington DC 20001 521809804 501(c)(3) 37500 0 N/A N/A Consulting to finalize the activity on a donor funded project on Iran Nuclear Archive 1 1 Part I, Line 2: Grantees are requested to provide regular updates on activities funded. X 0 1 X X X X X X 0 0 0 0 0 0 0 1 0 Mark Dubowitz CEO 402699 0 225000 0 102678 0 8700 0 41072 0 780149 0 0 0 Clifford May President 406157 163 225000 0 28735 0 8700 0 29385 0 697977 163 0 0 Jonathan J Schanzer Senior Vice President 347699 0 165000 0 21634 0 8700 0 41312 0 584345 0 0 0 Lawrence Muscant Senior Vice President 380449 0 120000 0 19800 0 8700 0 38712 0 567661 0 0 0 Toby Dershowitz Senior Vice President 320589 36000 165000 0 21480 0 8700 0 13251 0 529020 36000 0 0 William McCarthy COO 347550 2450 150000 0 21834 0 8700 0 5049 0 533133 2450 0 0 Mark Montgomery Senior Director/Senior Fellow 220000 0 22000 0 1290 0 7260 0 3689 0 254239 0 0 0 Bradley L Bowman Senior Director 180000 0 22500 0 450 0 6075 0 28591 0 237616 0 0 0 Georgianna Shea Chief Technologist 198660 0 15000 0 413 0 4896 0 13385 0 232354 0 0 0 Orde F Kittrie Senior Fellow 193601 0 5000 0 1290 0 6000 0 17348 0 223239 0 0 0 Kathryn Helman Vice President 177500 0 18750 0 690 0 5963 0 15877 0 218780 0 0 0 Part I, Line 1a FDD grosses up the reimbursement of the Chief Executive Officer's supplemental life insurance so that the net amount covers the cost of the policy. This insurance is provided as a result of an enhanced security risk to the CEO and is included in his taxable compensation. Part I, Line 1b While there is no written policy for this, the reimbursement was approved by the Compensation Committee. Part I, Line 7 Bonus targets are set annually by management and the Compensation Committee. Bonuses are paid to staff based on performance and accomplishments. Regular employee bonuses are approved by management. Bonuses to the President, CEO, and officeres are set and approved by the Compensation Committee. X 19 1052675 FMV (Avg high/low) 0 1 0 Form 990, Part III, Line 1, Description of Organization Mission: To conduct research and provide education on national security and on international terrorism. The organization produces independent analyses on issues related to national security and global terrorism's intentions and capabilities. FDD examines the historical, cultural, philosophical, and ideological factors that drive terrorism and that threaten democracies and individual freedoms guaranteed within democratic societies. Form 990, Part VI, Section B, line 11b The President, CEO, and Finance & Audit Committee reviewed and commented on the 990. The final draft of the 990 was provided the all of the members of the Board of Directors prior to submitting to the IRS. Form 990, Part VI, Section B, line 12c FDD asks those covered by the Conflict of Interest Policy to complete a disclosure form annually. In the case that they do have an actual or potential conflict of interest, they are asked to promptly disclose all pertinent facts to the President, the CEO, or the Chairman of the Board. Form 990, Part VI, Section B, line 15 FDD's Compensation Committee reviews, sets, and approves salary and bonuses for the President and CEO. Quatt & Associates conducted a compensation study to assist the Compensation Committee in setting compensation for the President and CEO. Minutes are taken of the meeting and decisions are comfirmed via email. Compensation for other officers is recommended by the President and CEO, and reviewed and approved by the Compensation Committee. Quatt & Associates conducted a compensation study for FDD to assist the President, CEO, and the Compensation Committee in setting and approving compensation for the other officers. Salary and bonus recommendations for other officers are documented in writing by the President and CEO, which are then provided to the Compensation Committee. The Compensation Committee's review and approval of the recommendations is included in the Compensation Committee minutes and confirmed by email. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and Form 990 are available upon request. Form 990, Part IX, line 11g Research: Program service expenses 2,659,075. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,659,075. Media Advisory and Consulting: Program service expenses 136,959. Management and general expenses 0. Fundraising expenses 0. Total expenses 136,959. Security: Program service expenses 0. Management and general expenses 1,215,432. Fundraising expenses 0. Total expenses 1,215,432. Administrative Services: Program service expenses 62,099. Management and general expenses 14,581. Fundraising expenses 15,677. Total expenses 92,357. Form 990, Part XII, Line 2c: No change from prior year. FDD Action 1800 M Street NW Ste 800S Washington DC 200365876 832602916 Advocate for effective policies to promote U.S. national security DC 501(c)(4) Foundation for the Defense of Democracies Inc 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 FDD Action B 300000 Cash grant FDD Action J 22200 Sq. footage allocation FDD Action L 14216 Employee paid expenses FDD Action N 31944 Allocated expenses FDD Action Q 112134 Cash Reimbursements