2015-11-16T14:19:19-07:00 2014-12-31 990 2014-01-01 231731998 Foreign Policy Research Institute FORE 2157323774 1528 Walnut Street Suite 610 Philadelphia PA 19102 Colly Burgwin Director of Finance 2157323774 2014-11-15 2014 2016-03-07 17:11:31Z Colly Burgwin 1528 Walnut Street Suite 610 Philadelphia PA 19102 1627988 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 10 15 0 0 1475751 1160916 225516 389215 -545 30 60189 77827 1760911 1627988 0 10000 0 0 586666 605321 0 0 249599 1072353 1184634 1659019 1799955 101892 -171967 480176 326005 242592 260387 237584 65618 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. 0 0 791443 10000 450216 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. 108636 0 101143 PUBLICATIONS: FPRI sponsors and publishes a wide array of articles, papers, 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). 420121 0 390411 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); 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 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. 130562 0 185000 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. 130562 0 185000 1450762 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 1 1 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 41 0 1 10 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 0 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 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 Robert L Freedman Chairman 2 0 X 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 Hon John Hillen Treasurer 2 0 X 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 Robert Lamina Trustee 2 0 X 0 0 0 Hon John F Lehman Trustee 2 0 X 0 0 0 Richard B Lieb 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 Samuel J Savitz Vice Chair 2 0 X X 0 0 0 Adele K Schaeffer Trustee 2 0 X 0 0 0 Edward L Snitzer Trustee 2 0 X 0 0 0 John M Templeton Jr Vice Chair 2 0 X X 0 0 0 Hillard R Torgerson Trustee 2 0 X 0 0 0 Hon Dov S Zakheim Vice Chair 2 0 X X 0 0 0 Alan H Luxenberg President 40 0 X X 154998 0 17161 Eli S Gilman Secretary 40 0 X 64070 0 11405 George C Burgwin Director of Finance 40 0 X 62500 0 7101 281568 0 35667 2 0 1 0 Ed Turzanski 3887 Alberta Place Philadelphia PA 19154 Research 132000 1 0 0 0 0 0 1160916 46155 1160916 Research 541900 10161 10161 0 0 Publications 511120 101143 101143 0 0 Lectures & Seminars 713990 33915 33915 0 0 History Institutes 611710 0 0 0 0 Memberships 928120 243996 243996 0 0 0 0 0 0 389215 30 0 0 30 0 0 0 0 78456 78456 0 0 375 0 0 0 375 0 375 0 0 375 0 0 0 -1004 -1004 0 0 -1004 1627988 466667 0 405 X 0 0 0 0 10000 10000 0 0 317235 241733 37750 37752 0 0 0 0 217546 200593 8477 8476 9288 8818 236 234 19775 19050 362 363 41477 34263 3607 3607 0 0 0 0 0 0 0 0 20777 15832 2473 2472 0 0 0 0 0 0 150 114 18 18 463933 456522 793 6618 0 0 0 0 118478 75361 11324 31793 43918 34061 4928 4929 0 0 0 0 106503 81155 12674 12674 74103 71442 1228 1433 0 0 0 0 245678 139984 3165 102529 0 0 0 0 0 0 0 0 22385 17057 2664 2664 13015 9917 1549 1549 Printing & Duplicating 36949 4473 6675 25801 Subscriptions 10887 7065 65 3757 Finance Charges 13269 10111 1579 1579 14589 13211 27 1351 1799955 1450762 99594 249599 146783 88655 93357 36853 101000 60000 0 0 0 0 0 0 0 0 0 0 8897 12582 197676 159847 45184 37829 0 0 0 0 84955 90086 480176 326005 50257 46974 8662 8662 153370 197192 0 0 0 0 27783 0 0 0 0 0 2520 7559 242592 260387 X -194975 -293445 432559 359063 0 0 237584 65618 480176 326005 X -171967 0 0 0 0 1 X 0 1 X 1 0 X 1644955 2806869 1021504 1475751 1160916 8109995 0 0 0 0 0 0 0 0 0 0 0 0 1644955 2806869 1021504 1475751 1160916 8109995 1991732 6118263 221 477 382 46 30 1156 0 0 0 0 0 0 0 0 0 0 0 0 8111151 1585491 0.75430 0.8803 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 197676 0 159847 37829 0 0 0 0 37829 Royalty Due 78838 Other Miscellaneous Receivables 237 Security Deposits 6955 Accrued Revenue 4056 90086 0 Deferred Rent 7559 7559 1627988 0 0 0 0 0 1627988 0 0 0 1627988 1799955 0 0 0 0 0 1799955 0 0 0 1799955 1 Russia and the newly independent States 0 0 Grantmaking Pass-through grant to an organization in Lithuania. 10000 0 0 10000 Russia and the newly independent States Support of Investigative Journalism in Lithuania. 10000 International Wire 0 None US $ 1 1 0 0 0 0 0 0 Schedule F, Part I, Line 2 Schedule F, Part I, Line 2: The organization received funds for an Investigative Journalism grant to be passed through to an organization in Lithuania, per the request of the original grantor. The organization's obligation to the grantor was to pass through the funds, not monitor the project's execution. X X X 0 0 0 0 0 0 0 0 0 Alan H Luxenberg President 143748 0 11250 0 0 0 7750 0 9411 0 172159 0 0 0 Eli S Gilman Secretary 56570 0 7500 0 0 0 2829 0 8576 0 75475 0 0 0 George C Burgwin Director of Finance 62500 0 0 0 0 0 0 0 7101 0 69601 0 0 0 Schedule J, Part I, Line 3 Compensation of the President (CEO) is set by the Board's Compensation Committee. The Committee references compensation at similar organizations and the resources of the organization in recommending a level of compensation. The Board has final authority on approving the Committee's recommendation. X 4 43582 FMV X Food & Beverage costs paid by hosts 2 2573 Actual cost 0 0 0 0 Schedule M, Part I, Line 9 Gifts of publicly traded Securities are valued at FMV as of the date of the transfer. Form 990, Part VI, Section A, Line 1a AUTHORITY DELEGATED TO EXECUTIVE COMMITTEE: The Board of Trustees may designate and appoint an Executive Committee consisting of five or more trustees, which Committee may exercise the authority of the Board of Trustees in the management of the organization; provided that the Executive Committee shall not have the authority of the Board of Trustees to elect or remove trustees, to elect or remove officers, to adopt an agreement of merger or consolidation, or to amend the Certificate of Incorporation or the By-Laws of the organization. Form 990, Part VI, Section B, Line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990: When Form 990 is in draft stage it is provided to the auditors, senior management, and the Board's Finance Committee for their review and feedback. Comments & potential revisions, if any, are discussed and, if necessary, the Form 990 is revised. The final Form 990 is then filed. The final filed version of the Form 990 is forwarded to the Board of Trustees for their records. 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 the transaction or relationship 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 OFFICIAL & KEY EMPLOYEES: 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. The decision made becomes part of the Board minutes. The compensation of other key employees is reviewed by the Finance Committee as part of the overall Budget Development process. The Board's approval of the Budget captures their approval of the underlying compensation. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: The organization's governing documents, Conflict of Interest policy, Whistle-Blower Policy, Independent Audit, and Form 990 are: 1) Posted on the organization's website, and 2) Available to the public upon request. Form 990, Part IX, Line 11g $455,972 of the total represents payments of Honoraria or Stipends to Fellows, Research staff, Lecturers, and Authors. All of that amount represents Program Service Expense. Form 990, Part XI, Line 2 The Finance Committee has responsibility for the selection and engagement of the Independent Auditor and review of the Audit before it is finalized. Form 990, Part XI, Line 9 Rounding issue