2017-10-31T10:41:50-07:00 2016-12-31 990 2016-01-01 231731998 Foreign Policy Research Institute FORE 2157323774 1528 Walnut Street Suite 610 Philadelphia PA 19102 Colly Burgwin Assistant Treasurer 2157323774 2017-10-20 96.227.108.242 2016 2021-01-29 14:40:06Z Alan Luxenberg 1528 Walnut Street Suite 610 Philadelphia PA 19102 2668309 0 X www.fpri.org X 1970 DE The Foreign Policy Research Institute is dedicated to bringing the insights of scholarship to bear on the foreign policy and national security challenges facing the United States. It seeks to educate the public, teach teachers, train students, and offer ideas to advance U.S. national interests based on a nonpartisan, geopolitical perspective that illuminates Contemporary international affairs through the lens of history, geography, and culture. 44 44 12 15 0 0 2204218 2189475 400845 337041 405 -4685 73822 85049 2679290 2606880 0 0 0 0 676448 791858 0 32351 211005 1160118 1313606 1836566 2137815 842724 469065 1157200 1639777 248858 262370 908342 1377407 X The Foreign Policy Research Institute is dedicated to bringing the insights of scholarship to bear on the foreign policy and national security challenges facing the United States. It seeks to educate the public, teach teachers, train students, and offer ideas to advance U.S. national interests based on a nonpartisan, geopolitical perspective that illuminates contemporary international affairs through the lens of history, geography, and culture. 1 0 790826 0 0 RESEARCH: FPRI brings the insights of scholarship to bear on the development of policies that advance U.S. national interests abroad, adding perspective to events by fitting them into longer-range patterns, and developing alternative policies to deal with pressing U.S. international problems. Major research programs are: Program on National Security; Center for the Study of America and the West; Asia Program; Program on the Middle East; Project on Democratic Transitions; Eurasia Program and Baltic Initiative. 92536 0 176042 PUBLICATIONS: FPRI sponsors and publishes a wide array of articles, papers, books, e-books, and other publications for policymakers, for educators, and for the public. These include: Orbis (a quarterly journal of world affairs); Geopoliticus: The FPRI Blog; E-Notes (regular bulletins covering topics in the news, distributed by e-mail and fax); Footnotes (an FPRI bulletin intended for educators); E-Books (web-based monographs and essay collections). FPRI also provides access to and distributes audio-visual materials, including: a You-Tube channel; regular podcasts; V-Notes (video essays fusing scholarly rigor, rare footage, and innovative analysis about American foreign policy toward the Arab world and beyond); FPRI Radio (podcasts between members of the FPRI staff and leading experts on current events relating to and affecting world affairs). The newly begun Eurasia Center has initiated multiple publications. 339885 0 163749 LECTURES & SEMINARS: FPRI hosts numerous events throughout the year, such as briefings, booktalks, and lectures on all aspects of foreign affairs. These lectures and seminars include: an Annual Dinner where we award the Benjamin Franklin Award for Public Service to a leading figure in International Relations; (2014 Awardee: General Michael Hayden: former Director of the CIA; 2015 awardee: Robert Zoellick: Former President of the World Bank and Former Deputy Secretary of State; 2016 Awardee: Kanan Makiya); the Stanley and Arlene Ginsburg Lecture Series at the National Liberty Museum; the annual Templeton Lecture on Religion and World Affairs; an Annual Brunch with leading international scholars and players; Geopolitics with Granieri (a monthly event featuring interviews with guest scholars on subjects in the news); Briefings on Philadelphia's Main Line, in Princeton, in Washington DC, and elsewhere; Monthly salons with leading thinkers at the homes of private individuals in Philadelphia, New York City, and Miami, drawing academics and business leaders together for intimate discussions on pressing issues of the day. 483503 0 73172 OTHER PROGRAMS: HISTORY INSTITUTES FOR HIGH SCHOOL TEACHERS: The Butcher History Institute, co-chaired by Pulitzer Prize-winning historian Walter A. McDougall and FPRI Senior Fellow David Eisenhower, aims to contribute to the more effective teaching of history and to the public discourse over America's identity and its role in the world. Recurring History Institutes address American Military History and topics concerning the Middle East. The Institutes are presented by distinguished scholars from FPRI and elsewhere. The Institutes are weekend-long seminars presented to high-school teachers from around the country, whose lodging and travel costs are subsidized by FPRI. FPRI has initiated week-long study trips focused on Asia, with a tour of secondary school teachers to South Korea in 2015 and Japan in 2016. OTHER ACTIVITIES: related to areas of National Security, Terrorism, Asia, Eurasia, the Middle East, and America & the West. 483503 0 73172 1706750 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 50 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X X Foreign Policy Research Institute 2157323774 1528 Walnut Street Suite 610 Philadelphia PA 19102 James H Averill Trustee 2 0 X 0 0 0 J Michael Barron Trustee 2 0 X 0 0 0 Edward T Bishop Trustee 2 0 X 0 0 0 Raza Bokhari Trustee 2 0 X 0 0 0 Gwen Borowsky Trustee 2 0 X 0 0 0 Ruth Bramson Trustee 2 0 X 0 0 0 Richard P Brown Jr Trustee 2 0 X 0 0 0 Robert E Carr Trustee 2 0 X 0 0 0 Ahmed Charai Trustee 2 0 X 0 0 0 Winston J Churchill Trustee 2 0 X 0 0 0 William L Conrad Trustee 2 0 X 0 0 0 Devon Cross Trustee 2 0 X 0 0 0 Gerard Cuddy Trustee 2 0 X 0 0 0 Peter Dachowski Trustee 2 0 X 0 0 0 Robert A Fox Trustee 2 0 X 0 0 0 Gary A Frank Trustee 2 0 X 0 0 0 James H Gately Trustee 2 0 X 0 0 0 Susan H Goldberg Trustee 2 0 X 0 0 0 Charles B Grace Jr Trustee 2 0 X 0 0 0 John R Haines Trustee 2 0 X 0 0 0 SA Ibrahim Trustee 2 0 X 0 0 0 Donald R Kardon Trustee 2 0 X 0 0 0 Marina Kats Trustee 2 0 X 0 0 0 Lt Gen Jeffrey Kohler Trustee 2 0 X 0 0 0 Hon John F Lehman Trustee 2 0 X 0 0 0 David CM Lucterhand Trustee 2 0 X 0 0 0 David Marshall Trustee 2 0 X 0 0 0 Ronald J Naples Trustee 2 0 X 0 0 0 Michael Novakovic Trustee 2 0 X 0 0 0 Edward OConnor Trustee 2 0 X 0 0 0 Robert ODonnell Trustee 2 0 X 0 0 0 Marshall W Pagon Trustee 2 0 X 0 0 0 James M Papada III Trustee 2 0 X 0 0 0 John W Piasecki Trustee 2 0 X 0 0 0 Alan L Reed Trustee 2 0 X 0 0 0 Eileen Rosenau Trustee 2 0 X 0 0 0 Lionel Savadove Trustee 2 0 X 0 0 0 Adele K Schaeffer Trustee 2 0 X 0 0 0 Edward L Snitzer Trustee 2 0 X 0 0 0 Hillard R Torgerson Trustee 2 0 X 0 0 0 Robert L Freedman Chairman 2 0 X X 0 0 0 Hon John Hillen Treasurer 2 0 X X 0 0 0 Samuel J Savitz Vice Chair 2 0 X X 0 0 0 Hon Dov S Zakheim Vice Chair 2 0 X X 0 0 0 Alan H Luxenberg President 40 0 X 160000 0 19712 Eli S Gilman Secretary 40 0 X 71083 0 9504 231083 0 29216 1 0 1 0 Ed Turzanski 3887 Alberta Place Philadelphia PA 19154 Research Fellow 132000 1 892 0 0 0 0 2188583 47469 2189475 2a Research 541900 0 0 0 0 2b Publications 511120 100280 100280 0 0 2c Lectures & Seminars 713990 2691 2691 0 0 2d History Institutes 611710 0 0 0 0 2e Memberships 928120 234070 234070 0 0 0 0 0 0 337041 324 0 0 324 0 0 0 0 75922 75922 0 0 0 0 56420 0 61429 0 -5009 0 -5009 0 0 -5009 0 9127 0 0 9127 9127 2606880 412963 0 4442 235084 78283 78518 78283 429991 374057 41521 14413 26468 17218 5199 4051 50251 33788 10001 6462 50064 35130 8545 6389 16942 10293 6004 645 0 32351 32351 1707 1037 605 65 62760 18292 1064 43404 91025 71154 13007 6864 38561 23463 13634 1464 113695 81860 20579 11256 143037 139943 1151 1943 32165 27963 4056 146 22096 13424 7831 841 10974 6667 3889 418 24a Research Stipends 498304 497929 375 24b Honoraria: Speakers & Authors 61950 61450 0 500 24c Event Production Expenses 157731 156866 0 865 24d Finance Charges 7102 4404 2436 262 55557 53529 1645 383 2137815 1706750 220060 211005 426557 793945 107460 150108 476400 554000 75200 77452 5957 14718 248441 205867 58670 42574 0 0 0 0 6956 6980 1157200 1639777 71268 86977 177590 175393 0 248858 262370 X 67476 61136 840866 1316271 0 0 908342 1377407 1157200 1639777 469065 0 0 0 0 0 X 0 1 X 1 0 X 854497 1243384 1298460 2212188 2189475 7798004 0 0 0 0 0 0 0 0 0 0 0 0 854497 1243384 1298460 2212188 2189475 7798004 3577801 4220203 382 46 30 11 324 793 0 0 0 0 0 0 0 0 0 0 9127 9127 7807924 1920526 0.54050 0.67378 X Schedule A, Part II, Line 10 Other income consists of various minor misc revenue categories, including account reconciliation amounts. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 248441 0 205867 42574 0 0 0 0 42574 0 0 X 2606880 0 0 0 0 0 2606880 0 0 0 2606880 2137815 0 0 0 0 0 2137815 0 0 0 2137815 Schedule D, Part X, Line 2 Tax Status The Institute is exempt from Federal income taxes under Internal Revenue Code Section 501(c)(3) and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. If the Institute were to incur any income tax liability in the future, interest on any income tax liability would be reported as interest expense and penalties on income tax would be reported as income taxes. There are no unrecognized tax benefits identified or recorded as liabilities as of and for the years ended December 31, 2016 and 2015. X X X X X X 1 Schultz & Williams 1617 JFK BOULEVARD SUITE 1700 PHILADELPHIA PA 19103 Build a donor-centric case for support of the organization that outlines clear funding priorities that will advance FPRI's mission and strengthen its institutional capacity thru: review of fundraising history, interviews with Board and staff, and external interviews. 0 0 32351 -32351 0 32351 -32351 PA X X X X 0 0 0 0 0 0 0 0 0 Alan H Luxenberg President 150000 0 10000 0 0 0 8000 0 11712 0 179712 0 0 0 X 6 47469 FMV 0 0 0 0 Schedule M, Part I, Line 9 Supplemental Information. Publicly Traded Securities: Col (b) number is number of items. Form 990, Part III, Line 2 The organization initiated a Eurasia Program focusing on Russia and its borderlands. Form 990, Part VI, Section B, Line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990: A draft of the 990 is provided to Trustees, Senior Management, and the Independent Auditors for their review and commentary. The version of the 990 prepared for electronic filing is then provided to the same individuals for final review before e-filing. Form 990, Part VI, Section B, Line 12c ENFORCEMENT OF CONFLICT OF INTEREST POLICY: Conflict of Interest certifications are requested from Trustees & key employees at the beginning of each calendar year. Management provides copies of: 1) the Conflict of Interest Policy; 2) a list of vendors, financial institutions, employees, and independent contractors with which the organization does business, and 3) a Certification Form to be returned, certifying that: 1) the individual has received a copy of the Conflict of Interest Policy and 2) specifying the individual's conflicts of interest, if any, or specifying that the individual has no conflicts Interim certification requests are submitted to individuals for actual or potential conflicts that arise between annual certifications. Potential conflicts that are disclosed are discussed and acted upon by the full Board of Trustees. Board actions may include: determination that no actual conflict exists and that no further action is required based on any reasonable grounds, including the nominal nature of any interest involved. If an actual conflict is determined to exist, neither FPRI nor the interested person shall enter into or continue the transaction or arrangement presenting the conflict unless it is approved by the Board. In approving a transaction or relationship where there is a conflict, the Board shall consider whether a more favorable alternative transaction or arrangement is available with a party that does not present a conflict. If a more advantageous non-conflict transaction or arrangement is not reasonably possible under the circumstances, the Board shall determine, by a majority vote of the disinterested Trustees, whether to approve a conflict by considering whether such conflict is in the organization's best interest and whether it is fair and reasonable. Individuals who have conflicts are not permitted to participate in the discussions or decisions concerning conflicts of interest. Form 990, Part VI, Section B, Line 15 COMPENSATION PROCESS FOR TOP OFFICIALS: Compensation of the President is reviewed and recommended to the Board of Trustees by the Board's Compensation Committee as part of the process of approving the annual budget. Criteria used in the Committee's deliberations include: compensation paid by similar organizations in terms of focus/size. The Board of Trustees reviews the Committee's recommendation and either approves the recommendation or approves a revised amount of compensation. Compensation of other staff is determined by Senior Management, in consultation with the Finance Committee, with reference to compensation levels for similar positions in similar organizations. Form 990, Part VI, Section C, Line 19 GOVERNING AND OTHER DOCUMENTS DISCLOSURE EXPLANATION: The organization's governing documents, Conflict of Interest policy, Whistleblower Policy, Independent Audit and Form 990 are: 1) Posted on the organization's website, 2) Posted on various other websites (eg: Guidestar, Charity Navigator, and 3) Available to the public upon request.