CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE (EIN 13-0552040)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-14
- IRS object ID
- 202003199349301965
- Schema version
- 2019v5.1
- 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 D
- Schedule F
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T12:42:35-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 130552040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carnegie Endowment for International Peace | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH DIBBLE COO | InCareOfNm |
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 2024837600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1779 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH DIBBLE | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 2029392223 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.18.98.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820203195000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 368DAC767300C917309A1065AAAF2394A888D225 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 651D255A1A915A1FDEE8CC96D476D00223E3EE33 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William J Burns | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1779 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,290,924 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARNEGIEENDOWMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1929 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 174 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $307,762 | TotalGrossUBIAmt |
| PY Contributions Grants | $23,667,072 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,772,770 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,739,847 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,628,235 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,896,623 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,798,738 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$40,126 | PYOtherRevenueAmt |
| CY Other Revenue | $8,464 | CYOtherRevenueAmt |
| PY Total Revenue | $51,263,416 | PYTotalRevenueAmt |
| CY Total Revenue | $57,208,207 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $200,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,907,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,240,244 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,359,180 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,138,642 | PYOtherExpensesAmt |
| CY Other Expenses | $16,075,289 | CYOtherExpensesAmt |
| PY Total Expenses | $39,046,042 | PYTotalExpensesAmt |
| CY Total Expenses | $38,515,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,217,374 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,692,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $389,230,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $401,375,079 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,558,716 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,505,662 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $340,671,353 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $345,869,417 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,716,868 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,763 | RevenueAmt |
| Desc | MIDDLE EAST. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,438,214 | ExpenseAmt |
| Grant | $200,000 | GrantAmt |
| Revenue | $34,165 | RevenueAmt |
| Desc | ASIA. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,131,555 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $775,733 | RevenueAmt |
| Desc | RUSSIA EURASIA MOSCOW. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (13 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,615,492 | $0 | $3,200 | NUCLEAR POLICY PROGRAM |
| $2,611,412 | $0 | $0 | COMMUNICATIONS |
| $2,017,785 | $0 | $648 | SOUTH ASIA |
| $1,656,921 | $0 | $3,239 | DEMOCRACY AND RULE OF LAW |
| $1,821,964 | $0 | $39 | EUROPE |
| $2,005,747 | $0 | $0 | TECHNOLOGY AND INTERNATIONAL AFFAIRS |
| $788,634 | $0 | $0 | ADMINISTRATIVE-PRESIDENT |
| $456,262 | $0 | $0 | LIBRARY |
| $2,131,285 | $0 | $0 | INFORMATION TECHNOLOGY |
| $348,629 | $0 | $99,568 | CONFERENCE CENTER |
| $747,074 | $0 | $0 | THE VISITING DISTINGUISHED STATESMAN PROGRAM |
| $1,668,512 | $0 | $0 | GEOECONOMICS AND STRATEGY |
| $0 | $0 | $1,709,880 | BUILDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,869,717 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,816,574 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $29,156,354 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 93 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 174 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | LE | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH DIBBLE COO | PersonNm |
| Phone | 2029392223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1779 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| William J Burns | ||||||||
| President | 60.0 | 0.0 | Yes (X) | Yes (X) | $556,048 | $0 | $43,479 | |
| Paul Haenle | ||||||||
| Director | 40.0 | 0.0 | $466,072 | $0 | $68,603 | Yes (X) | ||
| Thomas Carothers | ||||||||
| Senior VP for Studies | 40.0 | 0.0 | Yes (X) | $368,844 | $0 | $58,827 | ||
| George Perkovich | ||||||||
| VP for Studies | 40.0 | 0.0 | Yes (X) | $316,279 | $0 | $58,785 | ||
| Ashley Tellis | ||||||||
| Tata Chair, Strategic Affairs | 40.0 | 0.0 | $291,282 | $0 | $78,734 | Yes (X) | ||
| Evan Feigenbaum | ||||||||
| VP for Studies | 40.0 | 0.0 | Yes (X) | $280,606 | $0 | $34,361 | ||
| Marwan Muasher | ||||||||
| VP for Studies | 40.0 | 0.0 | Yes (X) | $263,037 | $0 | $46,884 | ||
| Elizabeth Dibble | ||||||||
| Chief Operating Officer | 40.0 | 0.0 | Yes (X) | $267,449 | $0 | $42,075 | ||
| Jen Psaki | ||||||||
| VP for Comms and Strategy | 40.0 | 0.0 | Yes (X) | $262,083 | $0 | $40,238 | ||
| Tina T Duong | ||||||||
| Chief Development Officer | 40.0 | 0.0 | $251,161 | $0 | $42,058 | Yes (X) | ||
| Suzanne DiMaggio | ||||||||
| Senior Fellow | 40.0 | 0.0 | $244,691 | $0 | $46,252 | Yes (X) | ||
| Andrew Weiss | ||||||||
| VP for Studies | 40.0 | 0.0 | Yes (X) | $216,739 | $0 | $72,047 | ||
| Michele Dunne | ||||||||
| Senior Fellow and Director | 40.0 | 0.0 | $217,692 | $0 | $34,542 | Yes (X) | ||
| Melissa Sanoff | ||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $190,988 | $0 | $54,293 | ||
| Ayman Asfari | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Elizabeth F Bagley | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James Laurence Balsill | ||||||||
| Trustee | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CK Birla | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| William W Bradley | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Burke | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Henri de Castries | ||||||||
| Trustee | 0.2 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven A Denning | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Harvey V Fineberg | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Anne M Finucane | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jane Hartley | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patricia House | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maha Ibrahim | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Walter B Kielholz | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott Malkin | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sunil Bharti Mittal | ||||||||
| Trustee | 0.3 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Clarke Murphy | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Adebayo Ogunlesi | ||||||||
| Trustee | 0.3 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ngozi Okonjo-Iweala | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth E Olivier | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Oppenheimer | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Catherine James Paglia | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Deven Parekh | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Penny Pritzker | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Zeid Ra'ad Al Hussein | ||||||||
| Trustee | 0.3 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Victoria Ransom | ||||||||
| Trustee | 0.75 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| L Rafael Reif | ||||||||
| Trustee | 0.4 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| George Siguler | ||||||||
| Trustee | 0.3 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ratan N Tata | ||||||||
| Trustee | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Wang Chaoyong | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rohan S Weerasinghe | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Yichen Zhang | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Zoellick | ||||||||
| Trustee | 0.8 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,192,971 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $721,178 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| INVESTURE | ||||||||||
| 126 GARRETT STREET SUITE J | CHARLOTTESVILLE | VA | 22902 | INVESTMENT MNGT | $2,115,237 | |||||
| CCSI CONSTRUCTION LLC | ||||||||||
| 1150 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | HVAC SYSTEM SVCS | $821,223 | |||||
| ARIEL LEVITE CONSULTING LTD | ||||||||||
| CONSULTING SERVICES | $202,475 | 102 HAGEFEN ST | RAMAT HASHARON | 0 | IS | 4728746 | ||||
| RICHARD YOUNGS | ||||||||||
| CONSULTING SERVICES | $189,959 | AVENIDA DE LOS MADRONOS 11 6D | MADRID | 0 | SP | 28043 | ||||
| BDO USA LLP | ||||||||||
| 8401 GREENSBORO DRIVE SUITE 800 | MCLEAN | VA | 22102 | AUDIT & TAX SERVICES | $184,594 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,840,172 | GovernmentGrantsAmt |
| All Other Contributions | $38,932,598 | AllOtherContributionsAmt |
| Noncash Contributions | $159,455 | NoncashContributionsAmt |
| Total Contributions | $40,772,770 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| RENTAL INCOME | 532000 | $1,809,448 | $1,809,448 | $0 | $0 |
| EARNED REVENUE | 900099 | $798,664 | $798,664 | $0 | $0 |
| OTHER PROGRAM REV | 900099 | $9,000 | $9,000 | $0 | $0 |
| PUBLICATION | 900099 | $11,123 | $11,123 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,628,235 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,345,846 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $307,762 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,038,084 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,010 | TotalRevenueColumnAmt |
| Exclusion | $3,010 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,535,609 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,082,717 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,452,892 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,452,892 | TotalRevenueColumnAmt |
| Exclusion | $12,452,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,454 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,208,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,628,235 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $307,762 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,499,440 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,000 | TotalAmt |
| Program Services | $200,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,289,317 | TotalAmt |
| Program Services | $1,197,120 | ProgramServicesAmt |
| Management And General | $1,215,662 | ManagementAndGeneralAmt |
| Fundraising | $876,535 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,923,170 | TotalAmt |
| Program Services | $11,992,187 | ProgramServicesAmt |
| Management And General | $1,270,392 | ManagementAndGeneralAmt |
| Fundraising | $660,591 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,298,935 | TotalAmt |
| Program Services | $1,073,826 | ProgramServicesAmt |
| Management And General | $149,763 | ManagementAndGeneralAmt |
| Fundraising | $75,346 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,882,243 | TotalAmt |
| Program Services | $2,322,513 | ProgramServicesAmt |
| Management And General | $487,118 | ManagementAndGeneralAmt |
| Fundraising | $72,612 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,579 | TotalAmt |
| Program Services | $644,967 | ProgramServicesAmt |
| Management And General | $132,695 | ManagementAndGeneralAmt |
| Fundraising | $68,917 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,774 | TotalAmt |
| Program Services | $33,665 | ProgramServicesAmt |
| Management And General | $64,109 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,556 | TotalAmt |
| Program Services | $128,006 | ProgramServicesAmt |
| Management And General | $166,550 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,224,962 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,224,962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,069,394 | TotalAmt |
| Program Services | $3,645,253 | ProgramServicesAmt |
| Management And General | $266,276 | ManagementAndGeneralAmt |
| Fundraising | $157,865 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,021 | TotalAmt |
| Program Services | $318,560 | ProgramServicesAmt |
| Management And General | $50,814 | ManagementAndGeneralAmt |
| Fundraising | $15,647 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,460,595 | TotalAmt |
| Program Services | $2,045,279 | ProgramServicesAmt |
| Management And General | $216,361 | ManagementAndGeneralAmt |
| Fundraising | $198,955 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,725 | TotalAmt |
| Program Services | $1,220,029 | ProgramServicesAmt |
| Management And General | $116,620 | ManagementAndGeneralAmt |
| Fundraising | $6,076 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,876 | TotalAmt |
| Program Services | $348,287 | ProgramServicesAmt |
| Management And General | $57,463 | ManagementAndGeneralAmt |
| Fundraising | $17,126 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,429,139 | TotalAmt |
| Program Services | $1,121,365 | ProgramServicesAmt |
| Management And General | $192,218 | ManagementAndGeneralAmt |
| Fundraising | $115,556 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,611 | TotalAmt |
| Program Services | $822,266 | ProgramServicesAmt |
| Management And General | $64,870 | ManagementAndGeneralAmt |
| Fundraising | $79,475 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,414 | TotalAmt |
| Program Services | $3,614 | ProgramServicesAmt |
| Management And General | $170,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,355,301 | $1,318,242 | $28,711 | $8,348 |
| PRINTING & PUBLICATIONS | $599,927 | $598,251 | $298 | $1,378 |
| EQUIPMENT RENTAL & MAINTENANCE | $139,826 | $122,924 | $12,149 | $4,753 |
| BAD DEBT EXPENSE | $112,168 | $0 | $112,168 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,515,533 | TotalAmt |
| Program Services | $29,156,354 | ProgramServicesAmt |
| Management And General | $6,999,999 | ManagementAndGeneralAmt |
| Fundraising | $2,359,180 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,537,220 | BOYAmt |
| EOY | $4,540,578 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,243 | BOYAmt |
| EOY | $954,199 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,508,576 | BOYAmt |
| EOY | $24,548,398 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,935 | BOYAmt |
| EOY | $398,927 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,837 | BOYAmt |
| EOY | $757,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,952,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,334,735 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,862,325 | BOYAmt |
| EOY | $24,617,515 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,963,480 | BOYAmt |
| EOY | $31,058,420 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,020,453 | BOYAmt |
| EOY | $314,499,388 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,230,069 | BOYAmt |
| EOY | $401,375,079 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,286,201 | BOYAmt |
| EOY | $4,710,811 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,273 | BOYAmt |
| EOY | $584,439 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,581,617 | BOYAmt |
| EOY | $32,617,333 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,144,022 | BOYAmt |
| EOY | $1,697,890 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,544,603 | BOYAmt |
| EOY | $15,895,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,558,716 | BOYAmt |
| EOY | $55,505,662 | 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 | $10,926,865 | BOYAmt |
| EOY | $9,562,870 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,744,488 | BOYAmt |
| EOY | $336,306,547 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,671,353 | BOYAmt |
| EOY | $345,869,417 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,230,069 | BOYAmt |
| EOY | $401,375,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,692,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,400,069 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,094,541 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $24,940,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,401,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,097,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,667,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,772,770 | CurrentTaxYearAmt |
| Total | $140,879,657 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,940,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,401,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,097,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,667,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,772,770 | CurrentTaxYearAmt |
| Total | $140,879,657 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,016,927 | SubstantialContributorsTotAmt |
| Public Support Total170 | $105,862,730 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,459,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,818,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,693,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,128,413 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,041,094 | CurrentTaxYearAmt |
| Total | $11,140,680 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,160,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $871,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,223 | CurrentTaxYearAmt |
| Total | $3,145,259 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$42,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,454 | CurrentTaxYearAmt |
| Total | $8,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $155,174,389 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,226,419 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68222 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71821 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $274,385,909 | BeginningYearBalanceAmt |
| Contributions | $207,436 | ContributionsAmt |
| Investment Earnings Or Losses | $3,036,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,725,848 | OtherExpendituresAmt |
| End Year Balance | $262,904,349 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,641,179 | BeginningYearBalanceAmt |
| Contributions | $811,060 | ContributionsAmt |
| Investment Earnings Or Losses | $20,736,325 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,802,655 | OtherExpendituresAmt |
| End Year Balance | $274,385,909 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,527,932 | BeginningYearBalanceAmt |
| Contributions | $182,075 | ContributionsAmt |
| Investment Earnings Or Losses | $27,259,344 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,328,172 | OtherExpendituresAmt |
| End Year Balance | $267,641,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,186,107 | BeginningYearBalanceAmt |
| Contributions | $4,459,519 | ContributionsAmt |
| Investment Earnings Or Losses | $33,496,119 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,613,813 | OtherExpendituresAmt |
| End Year Balance | $255,527,932 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $260,876,667 | BeginningYearBalanceAmt |
| Contributions | $2,014,558 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,571,977 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,133,141 | OtherExpendituresAmt |
| End Year Balance | $233,186,107 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.92300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,374,592 | OtherCostOrOtherBasisAmt |
| Book Value | $6,374,592 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,472,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,083,469 | DepreciationAmt |
| Book Value | $17,389,151 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $615,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $376,632 | DepreciationAmt |
| Book Value | $238,709 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,489,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,874,634 | DepreciationAmt |
| Book Value | $615,063 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,617,515 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ACACIA CREDIT FUND 10-A LLC | $8,189 | F |
| INVESTURE ALTERNATIVE FUND | $100,062,113 | F |
| INVESTURE EMERGING MARKET FUND | $28,651,288 | F |
| INVESTURE EVERGREEN FUND, LP | $74,615,762 | F |
| INVESTURE GLOBAL EQUITY FUND | $69,325,168 | F |
| INVESTURE PE FUND, LP-SERIES 1 | $19,831,498 | F |
| INVESTURE PE FUND, LP-SERIES 2 | $13,625,664 | F |
| PARAMETRIC GLOBAL DERIVATIVES | $6,148,677 | F |
| TIFF V-US, LP | $190,890 | F |
| INVESTURE PE FUND, LP-SERIES 3 | $2,040,139 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $314,499,388 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND INTEREST PAYABLE | $103,758 |
| INTEREST RATE SWAP LIABILITY | $15,791,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,895,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,488,635 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,400,069 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,094,541 | OtherRevenueAmt |
| Revenue Not Reported | -$13,494,610 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,983,245 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,224,962 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,224,962 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,208,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,290,571 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $36,290,571 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,224,962 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,224,962 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,515,533 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE ENDOWMENT IS SUBJECT TO THE ENACTED NEW YORK VERSION OF THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). THE BOARD OF TRUSTEES HAS INTERPRETED NYPMIFA AS REQUIRING WITH DONOR RESTRICTED NET ASSETS TO INCLUDE THE ORIGINAL VALUE OF THE GIFTS DONATED AND ADDITIONS MADE TO THE PERMANENT ENDOWMENT IN ACCORDANCE WITH THE DONOR GIFT INSTRUMENT. THE REMAINING PORTION OF THE ENDOWMENT THAT IS NOT CLASSIFIED AS PERMANENTLY DONOR RESTRICTED NET ASSETS IS CLASSIFIED AS WITH DONOR RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE IN A MANNER CONSISTENT WITH THE DONOR GIFT INSTRUMENTS AND THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. THE ENDOWMENT MAINTAINS A $10 MILLION PERMANENTLY ENDOWED FUND, CONSISTING OF THE ORIGINAL SUMS RECEIVED FROM ANDREW CARNEGIE AND ACCUMULATED INCOME THEREON. THE TERMS OF THE GIFT INSTRUMENT STIPULATED THAT THE PRINCIPAL MAY NEVER BE EXPENDED; HOWEVER, THE INCOME IS EXPENDABLE. THE ENDOWMENT REPORTS THE ORIGINAL SUMS RECEIVED FROM ANDREW CARNEGIE AS WITH DONOR RESTRICTED NET ASSETS. ACCUMULATED INCOME OF $241,328,898 AS OF THE FISCAL YEAR ENDING JUNE 30, 2020 IS REPORTED AS RESTRICTED NET ASSETS UNTIL APPROPRIATED. THE ENDOWMENT ADOPTED AN INVESTMENT POLICY AND A SPENDING RATE POLICY DESIGNED TO PROVIDE A RELATIVELY PREDICTABLE AND GROWING STREAM OF REVENUES TO THE OPERATING BUDGET. THE ENDOWMENT FOLLOWS AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE ANNUALIZED RETURNS, NET OF COSTS OVER ROLLING TEN-YEAR PERIODS, WHILE ADHERING TO THE ENDOWMENT'S RISK PARAMETERS. APPROPRIATIONS FROM THE ENDOWMENT FUNDS ARE NOT AVAILABLE FOR EXPENDITURE UNTIL THE ANNUAL BUDGET HAS BEEN APPROVED. APPROPRIATIONS MUST FURTHER PROGRAMMATIC GOALS, ADHERE TO THE TERMS OF THE DONOR'S GIFT INSTRUMENT, AND THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. |
| Part X, Line 2: | The Endowment is exempt from federal income taxes on its exempt activities under Section 501(c)(3) of the Internal Revenue Code (the Code) and has been designated by the Internal Revenue Service as a publicly supported organization under Section 509(a)(1) of the Code. The Endowment engages in certain activities that produce unrelated business income, as defined by federal income tax regulations. The Endowment files income tax returns in the U.S federal jurisdiction. In accordance with FASB ASC 740 Income Taxes, the Endowment recognizes tax liabilities for uncertain tax positions when it is more likely than not that a tax position will not be sustained upon examination and settlement with various taxing authorities. Liabilities for uncertain tax positions are measured based upon the largest amount of benefit that is greater than 50% likely of being realized upon settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. With a few exceptions, The Endowment is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for years before 2017. Management has evaluated the Endowments tax positions and has concluded that the Endowment has taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. |
| Part XI, Line 2d: | FOREIGN CURRENCY EXCHANGE LOSS ($ 711,475) FAIR VALUE LOSS ON INTEREST RATE SWAP ($5,383,066) -------------- TOTAL OTHER ADJUSTMENTS ($6,094,541) |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $100,062,115 | |
| Central America and the Caribbean | 0 | 0 | Program Services | $15,000 | GLOBAL POLICY PROGRAM |
| East Asia and the Pacific | 0 | 15 | Program Services | $2,304,894 | ASIA PROGRAM |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $1,973,163 | GLOBAL POLICY PROGRAM |
| Europe (Including Iceland and Greenland) | 1 | 23 | Maintaining offices | $545,007 | BUSSELS OFFICE |
| Middle East and North Africa | 0 | 0 | Program Services | $1,597,593 | MIDDLE EAST PROGRAM |
| Middle East and North Africa | 1 | 43 | Maintaining offices | $1,357,296 | BEIRUT OFFICE |
| North America | 0 | 0 | Program Services | $12,467 | GLOBAL POLICY PROGRAM |
| Russia and the Newly Independent States | 0 | 0 | Program Services | $413,291 | RUSSIA EURASIA MOSCOW |
| Russia and the Newly Independent States | 1 | 23 | Maintaining offices | $1,255,487 | MOSCOW OFFICE |
| South America | 0 | 0 | Program Services | $1,743 | GLOBAL POLICY PROGRAM |
| South Asia | 0 | 0 | Program Services | $746,906 | SOUTH ASIA PROGRAM |
| South Asia | 1 | 26 | Maintaining offices | $406,634 | INDIA OFFICE |
| Sub-Saharan Africa | 0 | 0 | Program Services | $50,314 | GLOBAL POLICY PROGRAM |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 130 | SubtotalEmployeesCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Subtotal Spent | $110,941,910 | SubtotalSpentAmt |
| Total Spent | $110,941,910 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Purpose Of Grant | SEE PART V | PurposeOfGrantTxt |
| Cash Grant | $200,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | REPRESENTATIVES FROM THE ENDOWMENT PARTICIPATE IN AT LEAST ONE ANNUAL MEETING OF THE MANAGEMENT COMMITTEE RESPONSIBLE FOR PROJECT PLANNING, DEVELOPMENT STRATEGY, BUDGETARY AND FUNDING ESTIMATES, AND OTHER SUPERVISORY MATTERS. REPRESENTATIVES FROM THE ENDOWMENT AND TSINGHUA EDUCATION FOUNDATION JOINTLY APPROVE ALL EXPENSES TO BE PAID FOR WITH THE GRANT FUNDS PRIOR TO PAYMENT. THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. |
| PART II, LINE 1(D): | The purpose of the grant is to develop and support the Carnegie-Tsinghua Center for Global Policy. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William J Burns | ||||||||||||||
| President | $553,276 | $0 | $0 | $0 | $2,772 | $0 | $42,000 | $0 | $1,479 | $0 | $599,527 | $0 | $0 | $0 |
| Elizabeth Dibble | ||||||||||||||
| Chief Operating Officer | $264,677 | $0 | $0 | $0 | $2,772 | $0 | $39,407 | $0 | $2,668 | $0 | $309,524 | $0 | $0 | $0 |
| Thomas Carothers | ||||||||||||||
| Senior VP for Studies | $365,280 | $0 | $0 | $0 | $3,564 | $0 | $42,000 | $0 | $16,827 | $0 | $427,671 | $0 | $0 | $0 |
| George Perkovich | ||||||||||||||
| VP for Studies | $312,715 | $0 | $0 | $0 | $3,564 | $0 | $42,000 | $0 | $16,785 | $0 | $375,064 | $0 | $0 | $0 |
| Evan Feigenbaum | ||||||||||||||
| VP for Studies | $279,640 | $0 | $0 | $0 | $966 | $0 | $0 | $0 | $34,361 | $0 | $314,967 | $0 | $0 | $0 |
| Andrew Weiss | ||||||||||||||
| VP for Studies | $215,497 | $0 | $0 | $0 | $1,242 | $0 | $35,128 | $0 | $36,919 | $0 | $288,786 | $0 | $0 | $0 |
| Marwan Muasher | ||||||||||||||
| VP for Studies | $263,037 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $46,884 | $0 | $309,921 | $0 | $0 | $0 |
| Jen Psaki | ||||||||||||||
| VP for Comms and Strategy | $261,663 | $0 | $0 | $0 | $420 | $0 | $38,709 | $0 | $1,529 | $0 | $302,321 | $0 | $0 | $0 |
| Melissa Sanoff | ||||||||||||||
| Chief Financial Officer | $190,448 | $0 | $0 | $0 | $540 | $0 | $30,311 | $0 | $23,982 | $0 | $245,281 | $0 | $0 | $0 |
| Paul Haenle | ||||||||||||||
| Director | $299,939 | $0 | $0 | $0 | $166,133 | $0 | $32,186 | $0 | $36,417 | $0 | $534,675 | $0 | $0 | $0 |
| Ashley Tellis | ||||||||||||||
| Tata Chair, Strategic Affairs | $283,360 | $0 | $0 | $0 | $7,922 | $0 | $42,000 | $0 | $36,734 | $0 | $370,016 | $0 | $0 | $0 |
| Tina T Duong | ||||||||||||||
| Chief Development Officer | $249,331 | $0 | $0 | $0 | $1,830 | $0 | $28,643 | $0 | $13,415 | $0 | $293,219 | $0 | $0 | $0 |
| Suzanne DiMaggio | ||||||||||||||
| Senior Fellow | $243,725 | $0 | $0 | $0 | $966 | $0 | $9,710 | $0 | $36,542 | $0 | $290,943 | $0 | $0 | $0 |
| Michele Dunne | ||||||||||||||
| Senior Fellow and Director | $215,370 | $0 | $0 | $0 | $2,322 | $0 | $31,226 | $0 | $3,316 | $0 | $252,234 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1A: | A HOUSING ALLOWANCE WAS PAID TO AN EMPLOYEE REPORTED ON THE FORM 990 DURING 2019. THE EMPLOYEE IS A DIRECTOR OF A FOREIGN OFFICE; THE HOUSING ALLOWANCES ARE TAXABLE BENEFITS. THE ORGANIZATION ALSO PROVIDED TAX GROSS-UP PAYMENTS TO A DIRECTOR OF A FOREIGN OFFICE DURING TAX YEAR 2019, WHICH IS ALSO A TAXABLE BENEFIT. |
| Part I, Line 7: | Discretionary bonuses are awarded to employees for superior performance. Any bonus amount for the president is recommended by the governance committee and approved by the board of trustees. Any other bonus amounts are recommended by the president and approved by the governance committee of the board of trustees. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | District of Columbia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 254839K92 | CUSIPNum |
| Bond Issued | 2006-05-10 | BondIssuedDt |
| Issue Price | $33,250,000 | IssuePriceAmt |
| Purpose | REFUND A PRIOR ISSUANCE OF DC REVE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $33,250,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $468,642 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY CAPIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 36. | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $159,455 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 9, COL (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | In an increasingly crowded, chaotic, and contested world and marketplace of ideas, the Carnegie Endowment for International Peace offers decisionmakers global, independent, and strategic insight and innovative ideas that advance international peace. We are more than 150 thinkers and doers from diverse disciplines and perspectives spread across more than twenty countries and six global centers working together as one network. |
| FORM 990, PART III, LINE 1: | CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IS A UNIQUE GLOBAL NETWORK OF POLICY RESEARCH CENTERS IN RUSSIA, CHINA, EUROPE, THE MIDDLE EAST, INDIA, AND THE UNITED STATES. OUR MISSION, DATING BACK MORE THAN A CENTURY, IS TO ADVANCE THE CAUSE OF PEACE. |
| FORM 990, PART III, LINE 4A: | Middle East - The Carnegie Middle East Program combines in-depth local knowledge with incisive comparative analysis to examine economic, sociopolitical, and strategic interests in the Arab world. Through detailed country studies and the exploration of key crosscutting themes, the Carnegie Middle East Program, in coordination with the Carnegie Middle East Center in Beirut, provides analysis and recommendations in both English and Arabic that are deeply informed by knowledge and views from the region. The program has special expertise in processes of political, economic, and geopolitical change in Egypt, North Africa, Israel/Palestine, the Gulf, and Iran. |
| FORM 990, PART III, LINE 4B: | Asia - The Carnegie Asia Program studies disruptive security, governance, and technological risks that threaten peace and growth in the Asia Pacific region. The program recommends policies to manage the growing threats to Asias long peace, especially from competition among major powers. It also helps decisionmakers address social, institutional, and political obstacles to achieving Asias development potential. As part of this effort, the CarnegieTsinghua Center for Global Policy brings together leading policy experts and practitioners from China and around the world to engage in collaborative dialogue and research. From its platform at Tsinghua University, the center works to identify constructive solutions to common global challenges. |
| FORM 990, PART III, LINE 4C: | Russia and Eurasia - The Carnegie Russia and Eurasia Program has, since the end of the Cold War, led the field of Eurasian security, including strategic nuclear weapons and nonproliferation, development, economic and social issues, governance, and the rule of law. It works together with the Carnegie Moscow Center, which has been a leading source of analysis on Russia and the countries of the former Soviet Union for two decades. The Carnegie Moscow Center publishes work in Russian and English. Its work covers a broad array of issues, including domestic politics, societal trends, economics, foreign policy, and nuclear nonproliferation. |
| Form 990, Part VI, Section A, Line 2: | WILLIAM BURNS AND DAVID BURKE HAVE A BUSINESS RELATIONSHIP. WILLIAM BRADLEY AND WALTER KIELHOLZ HAVE A BUSINESS RELATIONSHIP. STEVE DENNING AND HENRI DE CASTRIES HAVE A BUSINESS RELATIONSHIP. |
| Form 990, Part VI, Section B, Line 11B: | PRIOR TO FILING, THE FORM 990 MUST BE REVIEWED BY SEVERAL DIFFERENT LAYERS WITHIN THE ORGANIZATION AS WELL AS BY THE ORGANIZATION'S EXTERNAL LEGAL COUNSEL. A COPY OF THE DRAFT FORM 990, PREPARED BY BDO USA LLP IS DISTRIBUTED TO ALL MEMBERS OF THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. A REPRESENTATIVE FROM BDO USA LLP. MEETS WITH MEMBERS OF THE AUDIT & RISK COMMITTEE AT THE OCTOBER BOARD OF TRUSTEES MEETING TO PROVIDE AN OVERVIEW OF THE ORGANIZATION'S CURRENT YEAR FORM 990. THE CHIEF FINANCIAL OFFICER THEN CLOSELY REVIEWS THE FORM 990 AND AGREES ALL AMOUNTS AND DISCLOSURES REFLECTED ON THE FORM TO THE ORGANIZATION'S BOOKS AND RECORDS. THE DRAFT FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXTERNAL LEGAL COUNSEL. THE CHIEF OPERATING OFFICER PERFORMS A REVIEW OF THE FORM 990 PRIOR TO SIGNING. LASTLY, THE FINAL FORM 990 IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. |
| Form 990, Part VI, Section B, Line 12C: | THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING THAT ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES SUBMIT AN ANNUAL DISCLOSURE FORM INDICATING WHETHER A FAMILY RELATIONSHIP OR A BUSINESS RELATIONSHIP WITH ANY OFFICER, KEY EMPLOYEE, OR TRUSTEE EXISTS. THE TRUSTEES MUST ALSO LIST ALL AFFILIATIONS WITH ORGANIZATIONS IN WHICH THE TRUSTEE OR IMMEDIATE FAMILY IS AN OFFICER, DIRECTOR, TRUSTEE, OR MAJORITY OWNER. THE TRUSTEE MUST DISCLOSE ANY ACTIVITIES THAT ARE IN CONFLICT WITH THE TRUSTEE'S SERVICE TO THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES SUBMIT THEIR DISCLOSURE FORMS TO THE CHAIRMAN OF THE AUDIT & RISK COMMITTEE FOR REVIEW. ANY PROPOSED TRANSACTION IN WHICH A TRUSTEE HAS A CONFLICT OF INTEREST MUST BE APPROVED BY A MAJORITY OF THE MEMBERS OF THE BOARD OF TRUSTEES OR THE APPLICABLE COMMITTEE ENTITLED TO VOTE WITH THE EXCEPTION OF THE TRUSTEE WITH THE CONFLICT. THE OFFICERS AND KEY EMPLOYEES SUBMIT THEIR ANNUAL DISCLOSURE FORMS TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. FOR ALL EMPLOYEES, THE ORGANIZATION REQUIRES THAT EMPLOYEES ANNUALLY REVIEW THE CODE OF ETHICS POLICY THAT CONTAINS THE CONFLICT OF INTEREST POLICY. MANAGEMENT IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE FORM OF OUTSIDE AFFILIATES TO THE DIRECTOR OF HUMAN RESOURCES. THE CHIEF OPERATING OFFICER AND DIRECTOR OF HUMAN RESOURCES REVIEW ALL EMPLOYEE DISCLOSURE FORMS. |
| Form 990, Part VI, Section B, Line 15: | THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS RECOMMENDED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES AND IS BASED ON PERFORMANCE AND INDEPENDENT SURVEYS OF COMPENSATION FOR EXECUTIVE OFFICERS WITHIN THE NON-PROFIT INDUSTRY AND COMPARABILITY CHARTS. THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S ANNUAL COMPENSATION. THE ANNUAL COMPENSATION FOR OFFICERS IS RECOMMENDED BY THE ORGANIZATION'S PRESIDENT TO THE GOVERNANCE COMMITTEE AND IS BASED ON PERFORMANCE AND REVIEW OF COMPARABILITY CHARTS AND INDEPENDENT COMPENSATION SURVEYS FOR MANAGEMENT OF NON-PROFITS. THE GOVERNANCE COMMITTEE CONSIDERS THE RECOMMENDATION AND MAKES REVISIONS IF NECESSARY PRIOR TO RECOMMENDING TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES APPROVES THE ANNUAL COMPENSATION FOR OFFICERS. |
| Form 990, Part VI, Section C, Line 19: | Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d). |
| Form 990, Part XI, Line 9: | Fair Value Loss on Interest Rate Swap Agreement ($5,383,066) Currency Exchange - Loss ($ 711,458) Rounding $1 -------------- Total to Form 990, Part XI, Line 9 ($6,094,523) |
| Form 990, Part XII, Line 2C: | THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTORS TOTAL FEES:4069394 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE ENDOWMENT FOR INT'L PEACE INDIA | |||||||||
| UNIT C5/C6 EDENPARK HOTELS PVT LTD | NEW DELHI | IN | 110016 | 981202455 | See Part VII | IN | $927,170 | $5,609,847 | Carnegie End |
| CARNEGIE EUROPE FOUNDATION | |||||||||
| RUE DU CONGRES 15 | BRUSSELS | BE | 1000 | 130552040 | See Part VII | BE | $142,979 | $301,716 | Carnegie End |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Identification of Disregarded Entities: | Name, Address, and EIN of disregarded entity: Carnegie Endowment for International Peace India EIN: 98-1202455 Unit C-5/C-6, Edenpark Hotels Pvt. Ltd, Shaheed Jeet Singh Marg New Delhi-110016 India Carnegie Europe Foundation ID: 0687.653.388 Rue du Congres, 15 1000 Brussels, Belgium |
| Part I, Column (B) | Carnegie Endowment for International Peace India: The Carnegie South Asia Program informs policy debates relating to the regions security, economy, and political development. From the war in Afghanistan to Pakistans internal dynamics to U.S. engagement with India, the programs renowned team of experts offer in-depth analysis derived from their unique access to the people and places defining South Asias most critical challenges. Carnegie India, based in New Delhi, focuses primarily on three interrelated programs: technology and society, political economy, and security studies. Led by Indian experts with decades of international and domestic policy experience, Carnegie India engages with governments, policymakers, academics, students, industries, practitioners, and civil society to provide insightful and fresh analysis on Indias pressing challenges and the rising role of India in the world. Carnegie Europe Foundation: The Carnegie Europe Program provides insight and analysis on political and security developments within Europe, transatlantic relations, and Europes global role. The program brings together U.S. and European policymakers and experts on the strategic issues facing Europe. It works closely with Carnegie Europe, which provides independent and relevant research and recommendations on a wide range of thematic areas at the core of international and European affairs including decoding the integration path of the European Union, European democratic reform, the domestic and global challenges of climate change policy, Europes international relationships, and the potential regeneration of transatlantic relations. |