2016-09-07T16:56:42-07:00 2015-12-31 990 2015-01-01 231731998 Foreign Policy Research Institute FORE 2157323774 1528 Walnut Street Suite 610 Philadelphia PA 19102 Colly Burgwin Director of Finance 2157323774 2016-09-08 2015 2016-12-15 16:53:06Z Alan Luxenberg 1528 Walnut Street Suite 610 Philadelphia PA 19102 2759399 0 X www.fpri.org X 1970 DE Brings the insights of scholarship to bear on the development of policies that advance US national interests abroad and enriches the public discourse on foreign policy and national security. 44 44 13 15 0 0 1191058 2204218 296542 400845 -320 405 137826 73822 1625106 2679290 10000 0 0 0 605321 676448 0 0 178522 1181752 1160118 1797073 1836566 -171967 842724 325951 1157200 260333 248858 65618 908342 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 791439 0 833717 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 Terrorism; Center for the Study of America and the West; Asia Program; Program on the Middle East; Project on Democratic Transitions; Think Tanks and Foreign Policy; Program on Field Research. 100048 0 173243 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; Double Shot (a weekly podcast); 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). 318689 0 542360 LECTURES & SEMINARS: 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 was General Michael Hayden: formerly Director of the National Security Agency, Principal Deputy Director of National Intelligence, and Director of the Central Intelligence Agency; 2015 awardee was Robert Zoellick: Former President of the World Bank and Former Deputy Secretary of State); the Stanley and Arlene Ginsburg Lecture Series at the National Liberty Museum; the annual Templeton Lecture on Religion and World Affairs; an Annual Dinner and an Annual Brunch with leading international scholars and players; Geopolitics with Granieri (a monthly event featuring 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; Foreign Policy Round Table providing a venue for rising Philadelphians to engage with leaders, policy experts. 209618 0 188166 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. In 2015 FPRI initiated a week-long History Institute Program focused on Asia, with a tour of secondary school teachers to South Korea. 209618 0 188166 1419794 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 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 1 48 0 1 13 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 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 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 Samuel J Savitz Vice Chair 2 0 X X 0 0 0 John M Templeton Jr Vice Chair 2 0 X X 0 0 0 Hon Dov S Zakheim Vice Chair 2 0 X X 0 0 0 Hon John Hillen Treasurer 2 0 X X 0 0 0 Eli S Gilman Secretary 40 0 X X 75332 0 8622 Alan H Luxenberg President 40 X X 152459 0 36186 George C Burgwin Director of Finance 40 0 X 65506 0 26839 293297 0 71647 2 0 1 0 Ed Turzanski 3887 Alberta Place Philadelphia PA 19154 Research Fellow 132000 1 9 0 0 0 0 2204209 1530 2204218 Research 541900 8500 8500 0 0 Publications 511120 100635 100635 0 0 Lectures & Seminars 713990 8761 8761 0 0 History Institutes 611710 0 0 0 0 Memberships 928120 282949 282949 0 0 0 0 0 0 400845 11 0 0 11 0 0 0 0 72593 72593 0 0 0 375 0 0 0 375 375 0 0 375 80503 0 80109 0 394 0 394 0 0 394 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 854 854 0 0 854 2679290 474292 0 780 0 0 0 0 0 0 0 0 281675 140837 70419 70419 0 0 0 0 286661 230299 28181 28181 21990 15180 3405 3405 42691 27339 7676 7676 43431 28595 7418 7418 0 0 0 0 0 0 0 0 16568 9568 6534 466 0 0 0 0 0 0 250 144 99 7 1653 955 652 46 70452 21356 4158 44938 47170 27135 14697 5338 35417 14575 20276 566 0 0 0 0 110026 58249 45305 6472 142917 142011 791 115 0 0 0 0 215768 209227 5964 577 0 0 0 0 0 0 0 0 23923 13816 9435 672 12569 7259 4957 353 Research Stipends 382688 382688 0 0 Honoraria: Speakers & Authors 67400 67400 0 0 Subscriptions & Memberships 8498 4897 2066 1535 Finance Charges 9518 5763 3505 250 15301 12501 2712 88 1836566 1419794 238250 178522 98652 426557 26802 107460 60000 476400 83131 75200 0 0 0 0 0 0 0 0 14582 7957 242442 183771 37829 58671 0 0 0 0 0 0 0 0 4955 4955 325951 1157200 63195 71268 0 0 197138 177590 0 0 0 0 0 0 0 0 0 0 0 0 260333 248858 X -293445 67476 359063 840866 0 0 65618 908342 325951 1157200 842724 0 0 0 0 0 X 0 1 X 1 0 X 2806869 1021504 1475751 1160916 2204209 8669249 0 0 0 0 0 0 0 0 0 0 0 0 2806869 1021504 1475751 1160916 2204209 8669249 2827216 5842033 477 382 46 30 386 1321 0 0 0 0 0 0 0 0 0 0 0 0 8670570 1801901 0.67378 0.75430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 242442 0 183771 58671 0 0 0 0 58671 2679290 0 0 0 0 0 2679290 0 0 0 2679290 1836566 0 0 0 0 0 1836566 0 0 0 1836566 X X X X 0 0 0 0 0 0 0 0 0 Alan H Luxenberg President 140459 0 12000 0 0 0 8076 0 28110 0 188645 0 0 0 Eli S Gilman Secretary 67832 0 7500 0 0 0 3594 0 5028 0 83954 0 0 0 George C Burgwin Director of Finance 65506 0 0 0 0 0 0 0 26839 0 92345 0 0 0 X 4 80503 FMV X Food & Beverage 3 1530 COST 0 0 0 0 Schedule M, Part I, Line 9 Publicly Traded Securities: Col (b) number is number of gifts Schedule M, Part I, Lines 25-28 Food & Beverage: Col (b) number is number of events Form 990, Part III, Line 2 The organization initiated a new program under its History Institutes Center consisting of sending secondary school teachers for tours of Asia studying current and historical relationships between the United States and the country visited. In 2015 the teachers visited South Korea. In 2016 they will visit Japan. 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.