2017-05-15T10:32:08-05:00 2016-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-10-01 522335215 INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES - US INTE 2026591490 2121 K STREET NW NO 801 WASHINGTON DC 20037 MARK FITZPATRICK EXECUTIVE DIRECTOR 2026591490 2017-05-15 1 3019519090 2015 2021-01-29 14:40:06Z IISS-AMERICAS MARK FITZPATRICK 2121 K STREET NW NO 801 WASHINGTON DC 20037 2697475 0 X WWW.IISS.ORG X 2001 DC SEE PART III, LINE 1. 5 2 10 10 0 0 197656 2697475 0 0 0 0 0 0 197656 2697475 0 0 0 0 353255 491395 0 0 65272 401238 468160 754493 959555 -556837 1737920 929546 260443 2494116 86533 -1564570 173910 X TO PROVIDE ACCURATE, OBJECTIVE INFORMATION AND ANALYSIS ON INTERNATIONAL STRATEGIC ISSUES FOR LEGISLATORS, DIPLOMATS, FOREIGN AFFAIRS ANALYSTS, INTERNATIONAL BUSINESS LEADERS, ECONOMISTS, THE MILITARY, DEFENSE COMMENTATORS, JOURNALISTS, ACADEMICS AND THE PUBLIC. THE INSTITUTE IS INDEPENDENT AND OWES NO ALLEGIANCE TO ANY GOVERNMENT, OR TO ANY POLITICAL OR OTHER ORGANIZATION. 0 0 804855 ROUNDTABLES AND PRESS EVENTS: PUBLIC EVENTS, DISCUSSION ROUNDTABLES AND PRESS EVENTS ON A VARIETY OF INTERNATIONAL SECURITY ISSUES INCLUDING: THE CONFLICT IN UKRAINE, THE FUTURE OF SYRIA, CYBERSECURITY, AND EUROPEAN UNION SECURITY, AMONG OTHERS. 804855 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARK FITZPATRICK 2026591490 2121 K STREET NW NO 801 WASHINGTON DC 20037 X JOHN CHIPMAN SEE SCH O CHAIRMAN 1.00 39.00 X X 0 782848 145775 THOMAS W SEAMAN TREASURER 1.00 1.00 X X 0 0 0 FLEUR DE VILLIERS DIRECTOR 1.00 1.00 X 0 0 0 SALLY TAYLOR SEE SCH O DIRECTOR 1.00 39.00 X 0 94324 14367 MARK FITZPATRICK EXECUTIVE DIRECTOR (BEGAN DEC. 2015) 20.00 20.00 X X 30833 0 916 SAMUEL CHARAP SR. FELLOW FOR RUSSIA & EURASIA 40.00 0.00 X 132150 0 9411 162983 877172 170469 1 0 1 0 0 2260292 50000 387183 2697475 2697475 0 0 0 79769 63777 7086 8906 248667 197009 21889 29769 25997 22768 2529 700 105213 94692 10521 31749 26614 2957 2178 10065 9059 1006 74620 67158 7462 50084 45051 5008 25 40320 36288 4032 177845 160060 17785 49349 40395 4488 4466 35215 14529 1614 19072 19366 17429 1937 7946 7151 795 MISCELLANEOUS 4540 3946 438 156 FOREIGN EXCHANGE -1190 -1071 -119 959555 804855 89428 65272 229 802 150445 128514 694827 74511 15557 10779 551094 505257 41551 45837 26937 0 929546 260443 620772 86533 1873344 0 2494116 86533 X -1564570 173910 -1564570 173910 929546 260443 1737920 560 0 X 0 0 0 X X X 1 IISS-UK 980427233 7 1 959555 0 1 959555 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: IISS-AMERICAS SUPPORTS IISS-UK, A FOREIGN PUBLIC CHARITY EQUIVALENT. PART IV, SECTION A, LINE 4C: IISS-UK IS A CHARITY REGISTERED WITH THE UNITED KINGDOM CHARITIES COMMISSION (NO. 206504), AND AS SUCH MUST OPERATE SOLELY IN LINE WITH ITS CHARITABLE OBJECTIVES AS OUTLINED IN ITS GOVERNING DOCUMENTS. PART IV, SECTION A, LINE 4B: THE BOARD OF DIRECTORS OF IISS-AMERICAS HAS ULTIMATE CONTROL AND DISCRETION IN DECIDING WHETHER TO MAKE GRANTS TO IISS-UK. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48611 47447 1164 502483 457810 44673 45837 EUROPE 0 0 PROGRAM SERVICES REPORT PRINTING, EDITORIAL AND GRAPHICS EXPENSES, RESEARCH MATERIAL AND EXPENSES, RESEARCH RELATED TRAVEL, ACCOMODATION AND SUBSISTENCE EXPENSES. 2340 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES ACCOMODATION AND TRAVEL EXPENSES FOR THE CARNEGIE WORKSHOP PARTICIPANTS + CONFERENCE EXPENSES. 19557 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES RESEARCH RELATED AIRFARE AND ACCOMODATION EXPENSES 4911 NORTH AMERICA 0 0 PROGRAM SERVICES RESEARCH RELATED SUBSISTENCE AND INTERNET EXPENSES 119 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES RESEARCH RELATED SUBSISTENCE EXPENSE 17 0 0 0 0 0 0 26944 0 26944 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN CHIPMAN SEE SCH O CHAIRMAN 0 629948 0 152900 0 0 0 125215 0 20560 0 928623 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES (IISS), USING THE FOLLOWING METHODS: COMPENSATION COMMITTEE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 IISS-AMERICAS HAS ONE MEMBER, THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE NOMINATED BY THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A COPY WAS SENT TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST DECLARATION EACH YEAR. ANY POSSIBLE CONFLICT OF INTEREST ARE DISCLOSED BY THE PERSON OR PERSONS CONCERNED. WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD, THE INTERESTED PARTY CALLS IT TO THE ATTENTION OF THE BOARD AND DOES NOT VOTE ON THE MATTER. IN ADDITION, THE PERSON DOES NOT PARTICIPATE IN THE FINAL DECISION OR RELATED DELIBERATION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT EXISTS, THE MATTER IS BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES, EXCLUDING THE PERSON CONCERNED. THE OFFICIAL MINUTES OF THE BOARD REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN THE FINAL DISCUSSION AND DID NOT VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE IISS BOARD PERFORMS THE COMPENSATION REVIEW FOR THE TOP MANAGEMENT OFFICIAL AT IISS-AMERICAS. THE BOARD CONSIDERS COMPARABLE REMUNERATION LEVELS WHEN SETTING SALARY AND BENEFIT LEVELS. IISS, THE SOLE MEMBER OF IISS-AMERICAS, ULTIMATELY DECIDES THE COMPENSATION LEVELS. THE LAST REVIEW TOOK PLACE IN DECEMBER 2015. THE TOP MANAGEMENT OFFICIAL AT IISS-AMERICAS PERFORMS THE COMPENSATION REVIEW FOR IISS-AMERICAS STAFF AND IT IS THEN APPROVED BY IISS BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, RELATED ORGANIZATION COMPENSATION: JOHN CHIPMAN RECEIVED COMPENSATION FOR HIS ROLE AS THE CEO AND DIRECTOR-GENERAL OF THE RELATED ORGANIZATION, THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES (IISS), WHERE HE DEVOTED 39 HOURS PER WEEK TO HIS POSITION. SALLY TAYLOR RECEIVED COMPENSATION FOR HER ROLE AS THE DIRECTOR OF FINANCE OF THE RELATED ORGANIZATION, IISS, WHERE SHE DEVOTED 39 HOURS PER WEEK TO HER POSITION. THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES 13-15 ARUNDEL STREET ARUNDEL STREE LONDON UK WC2R 3DX AUTHORITY ON POLITICAL-MILITARY CONFLICT UK 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1