2015-02-09T15:49:43-06:00 2014-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2013-07-01 953443202 CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP CLAR 9099812200 1317 W FOOTHILL BLVD NO 120 UPLAND CA 917863675 ROBERT H GRANSDEN JR CFO 9099882200 2015-02-09 1 LIOR TEMKIN P00748170 3104773924 2015-02-09 2013 2016-02-25 16:41:14Z X BRIAN T KENNEDY 1317 W FOOTHILL BLVD NO 120 UPLAND CA 917863675 12034046 0 X WWW.CLAREMONT.ORG X 1979 CA THE MISSION OF THE CLAREMONT INSTITUTE IS TO TEACH THE PRACTICAL APPLICATION OF THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE NEXT GENERATION OF CONSERVATIVE LEADERS, AND TO BUILD THEM INTO A COMMUNITY DEDICATED TO PRESERVING CONSTITUTIONAL GOVERNMENT. 18 10 21 10 5609 0 4603053 5552446 235029 437188 121193 113421 0 1115 4959275 6104170 57050 194700 0 0 2133088 2138310 47100 42418 989760 2335758 2523021 4572996 4898449 386279 1205721 3309421 4660124 133066 144939 3176355 4515185 X THE MISSION OF THE CLAREMONT INSTITUTE IS TO TEACH THE PRACTICAL APPLICATION OF THE PRINCIPLES OF THE AMERICAN FOUNDING TO THE NEXT GENERATION OF CONSERVATIVE LEADERS, AND TO BUILD THEM INTO A COMMUNITY DEDICATED TO PRESERVING CONSTITUTIONAL GOVERNMENT. 1 0 1292782 74403 THE CLAREMONT REVIEW OF BOOKS IS A QUARTERLY PUBLICATION FEATURING BOOK REVIEWS AND ARTICLES THAT ADDRESS THE PRINCIPLES OF THE AMERICAN FOUNDING AND CONTEMPORARY ETHICAL AND PUBLIC POLICY ISSUES. IN ADDITION TO $996,711 FOR THE MAGAZINE, PROGRAM EXPENSES ALSO INCLUDE $119,202 FOR CRB FORUMS, WHERE OPINION LEADERS AND POLICY MAKERS DISCUSS IN PERSON ISSUES COVERED IN THE MAGAZINE. THIS ALSO INCLUDES PROGRAM EXPENSES OF $176,869 FOR THE AMERICAN MIND, A VIDEO SERIES COMPLEMENTING THE MAGAZINE. EXPENSES FOR THE CLAREMONT REVIEW OF BOOKS PROGRAM GROUP TOTALED $1,292,782. REVENUES TOTALED $74,403, INCLUDING $68,794 FROM SUBSCRIPTIONS AND $5,609 FROM ADVERTISING FEES. 648047 21000 THE CENTER FOR POLITICAL PHILOSOPHY & STATESMANSHIP INCLUDES OUR EDUCATIONAL PUBLIUS FELLOWSHIPS AND LINCOLN FELLOWSHIPS TO TRAIN YOUNG CONSERVATIVE LEADERS IN THE PRINCIPLES OF LIMITED CONSTITUTIONAL GOVERNMENT. IT ALSO INCLUDES CONTINUING EDUCATION AND ALUMNI RELATIONS. EXPENSES FOR THE CENTER INCLUDE $313,482 FOR THE PUBLIUS FELLOWSHIPS, $191,066 FOR THE LINCOLN FELLOWS, AND $143,499 FOR CONTINUING EDUCATION AND ALUMNI RELATIONS. THE PUBLIUS FELLOWSHIP EXPENSES INCLUDED GRANTS (STIPENDS) TOTALING $21,000 TO THE PUBLIUS FELLOWS. REVENUES FOR THIS PROGRAM CONSISTED OF $0. 488106 107414 154935 THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE PRODUCES SCHOLARSHIP AND EDUCATIONAL PROGRAMS THAT PROMOTE THE AMERICAN FOUNDERS' VIEW OF JURISPRUDENCE. THIS PROGRAM INCLUDES THE JOHN MARSHALL FELLOWSHIPS, AN EDUCATIONAL PROGRAM FOR LAW STUDENTS AND RECENT GRADUATES. IT ALSO INCLUDES SEMINARS AND COLLOQUIA ON CONSTITUTIONAL LAW. EXPENSES FOR THIS PROGRAM INCLUDED $200,799 FOR THE JOHN MARSHALL FELLOWSHIPS AND $287,306 FOR THE ADDITIONAL ACTIVITIES OF THE CENTER. THE JOHN MARSHALL FELLOWSHIP EXPENSES INCLUDED GRANTS (STIPENDS) TOTALING $22,414 TO THE JOHN MARSHALL FELLOWS AND $85,000 TO CHAPMAN UNIVERSITY TO SUPPORT CHAPMAN'S CONSTITUTIONAL JURISPRUDENCE CLINIC. REVENUES FOR THIS PROGRAM CONSISTED OF $154,935 IN LEGAL FEE REVENUE GENERATED BY THE CENTER'S WORK. 1192515 66286 207850 OTHER PROGRAMS OF THE CLAREMONT INSTITUTE INCLUDE THE WASHINGTON OFFICE LED BY FORMER SECRETARY OF EDUCATION WILLIAM J. BENNETT, THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE STATESMANSHIP PROJECT, PANELS AT THE AMERICAN POLITICAL SCIENCE ASSOCIATION'S ANNUAL MEETING, THE ENDOWED SALVATORI PRIZE IN THE AMERICAN FOUNDING, PUBLICATIONS, EVENTS, WEBSITES, AND APPEARANCES IN PRINT, BROADCAST, AND NEW MEDIA. EXPENSES FOR THESE OTHER PROGRAMS TOTALED $1,192,516. THESE EXPENSES INCLUDED A GRANT OF $35,000 FOR THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, A $25,000 PUBLISHING GRANT AND $6,286 IN GRANTS FOR INTERNS. REVENUES FOR THESE OTHER PROGRAMS TOTALED $207,850. 1192515 66286 207850 3621450 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 1 0 0 0 1 126 0 1 21 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 10 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 AL AK AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN VA WA WI WV X X X BRIAN T KENNEDY PRESIDENT 9099812200 1317 W FOOTHILL BLVD SUITE 120 UPLAND CA 91786 ARNN LARRY P DIRECTOR, VICE CHAIRMAN 1.00 X 3000 0 0 BENNETT WILLIAM J DIRECTOR, WASHINGTON FELLO 20.00 X 206000 0 0 CRUMMER ROY E DIRECTOR 1.00 X 0 0 0 CURRY ROBERT DIRECTOR (START 3/14) 1.00 X 0 0 0 ERLER EDWARD J DIRECTOR & SR. FELLOW 1.00 X 15409 0 0 FARKAS JOEL H DIRECTOR 1.00 X 0 0 0 FLANNERY CHRISTOPHER DIRECTOR & SR. EDITOR/CRB 8.00 X 59600 0 0 HIGGINS JAMES E DIRECTOR 1.00 X 0 0 0 JAFFA HARRY V DIRECTOR & DIST. FELLOW 20.00 X 18000 0 0 KENNEDY BRIAN T DIRECTOR & PRESIDENT 60.00 X X 189621 0 21205 KESLER CHARLES R DIRECTOR & EDITOR/CRB 8.00 X 212276 0 0 KLINGENSTEIN THOMAS D DIRECTOR, CHAIRMAN 1.00 X 0 0 0 LEWIS JEFFREY B DIRECTOR 1.00 X 0 0 0 MARINI JOHN DIRECTOR & SR. FELLOW 1.00 X 20000 0 0 MATTSON LARRY DIRECTOR 1.00 X 0 0 0 SANBORN BRUCE C DIRECTOR 1.00 X 0 0 0 SCHRAMM PETER W DIRECTOR & SR. FELLOW 1.00 X 35000 0 0 WEST THOMAS G DIRECTOR & SR. FELLOW 1.00 X 0 0 0 PALM DANIEL C SECRETARY 2.00 X 4850 0 0 COLLISSON ANA CHIEF DEVELOPMENT OFFICER 40.00 X 147737 0 28658 GRANSDEN ROBERT CFO/DIRECTOR OF DEVELOPMEN 40.00 X 108731 0 22169 WILLIAMS RYAN CHIEF OPERATING OFFICER (START 5/13) 40.00 X 91896 0 3482 1112120 0 75514 5 0 1 0 CHARLES KESLER 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 EDITOR, CRB; TEACHING, WRITING 212276 WILLIAM J BENNETT 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 WASHINGTON FELLOW 206000 BAUMWOLL INTERNATIONAL CONSULTING LTD 144 W 86TH ST NEW YORK NY 10024 STRATEGIC MARKETING 192043 MORGAN MEREDITH & ASSOCIATES 22780 INDIAN CREEK DR 100 STERLING VA 20166 PRINTING, MAILING 161969 4 35000 5517446 3533367 5552446 CONFERENCE INCOME 900099 213459 207850 5609 LEGAL FEES 900099 154935 154935 SUBSCRIPTION REVENUE 900099 68794 68794 437188 109081 109081 1115 1115 5934216 5929876 4340 4340 4340 6104170 431579 5609 114536 85000 85000 109700 109700 1213159 847738 72910 292511 744692 494070 84931 165691 88435 77862 6466 4107 92024 53010 10230 28784 64376 47610 3771 12995 42418 42418 6041 6041 146931 6950 139981 25572 18634 1439 5499 96780 71575 5669 19536 250184 200993 600 48591 442548 433955 6552 2041 23503 23503 6365 4707 373 1285 27029 19990 1583 5456 OUTSIDE SERVICES 580460 391762 40733 147965 CONSULTING 394538 368077 26461 PRINTING & PUBLICATION 158835 136957 8487 13391 HONORARIA 107907 107907 191952 144953 13951 33048 4898449 3621450 287239 989760 1013134 1142953 282851 178269 47776 55776 151427 128217 7953 23210 1870565 3165361 87142 94555 3309421 4660124 70611 66073 62455 78866 133066 144939 X 791401 1111695 369722 1388258 2015232 2015232 3176355 4515185 3309421 4660124 X 1205721 125695 7413 X X 0 1 X 1 0 X 3038045 2599136 3966997 4603053 5552448 19759679 3038045 2599136 3966997 4603053 5552448 19759679 9521181 10238498 41655 56033 65341 80105 109081 352215 20111894 1493957 0.50910 0.60470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1924170 200335 5916 2118589 1847494 92031 15355 1924170 1769692 88039 10237 1847494 1378632 250000 147060 6000 1769692 997326 300000 87446 6140 1378632 0.95000 0.05000 0 0 5507 5507 0 145920 122710 23210 23210 X 6237279 125695 7413 133108 6104171 0 6104171 4898449 0 4898449 0 4898449 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, SENIOR FELLOWS, PUBLIUS & LINCOLN FELLOWSHIPS, AND GENERAL OPERATIONS. PART X, LINE 2: THE INSTITUTE IS A TAX-EXEMPT INSTITUTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA, EXCEPT WITH RESPECT TO ANY UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES" ("ASC 740"), THE INSTITUTE RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE INSTITUTE HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE IF THEY ARE PRESENT. DURING THE YEAR ENDED JUNE 30, 2014, THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 7,413. X X X X X X 1 CLEAR WORD COMMUNICATIONS 10302 BRISTOW CENTER DR 51 BRISTOW VA 20136 DIRECT MAIL 0 319791 19980 299811 MARTS & LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 FUNDRAISING CONSULTING 0 0 22438 0 319791 42418 299811 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NM NY OH OK OR PA RI SC TN VA WA WI WV NJ LA NV SCHEDULE G, PART I, LINE 2B, COLUMN (V) ALL FUNDS ARE IN THE CUSTODY OF CLAREMONT INSTITUTE AT ALL TIMES. 1 CHAPMAN UNIVERSITY 1 UNIVERSITY DRIVE ORANGE CA 92866 951643992 501(C)(3) 85000 SUPPORT FOR CONSTITUTIONAL JURISPRUDENCE CLINIC. 1 JOHN MARSHALL FELLOWSHIP 15 22500 CASH PUBLIUS FELLOWSHIPS 14 21000 CASH SALVATORI PRIZE IN THE AMERICAN FOUNDING 1 35000 CASH ORIGINAL SCHOLARSHIP ON THE AMERICAN FOUNDING 1 25000 CASH INTERNSHIPS 6 6200 CASH PART I, LINE 2: FUNDING TO CHAPMAN UNIVERSITY FOR THE CONSTITUTIONAL JURISPRUDENCE CLINIC IS MONITORED BY THE CLAREMONT INSTITUTE'S SENIOR FELLOW JOHN EASTMAN, WHO CHAIRS THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE. OTHER GRANTS ARE MONITORED BY THE INSTITUTE'S CHIEF OPERATING OFFICER. JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR YOUNG ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. PUBLIUS FELLOWSHIPS ARE AWARDED TO GRADUATE STUDENTS, RECENT GRADUATES, AND YOUNG PROFESSIONALS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF PUBLIC SERVICE, SCHOLARSHIP, JOURNALISM AND RELATED FIELDS. THE PUBLIUS FELLOWS SPEND APPROXIMATELY TWO WEEKS WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY PUBLIC POLICY. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. THE SALVATORI PRIZE IN THE AMERICAN FOUNDING IS GIVEN TO AN INDIVIDUAL WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. A GRANT TO A FULL TIME PROFESSOR OF POLITICS WAS MADE TO ASSIST IN FUNDING HIS GENERAL EXPENSES DURING A SABBATICAL, IN WHICH HE WORKED ON A BOOK RELATED TO THE INSTITUTE'S MISSION. INTERNSHIPS GIVE STUDENTS THE EDUCATIONAL OPPORTUNITY TO VOLUNTEER AT THE CLAREMONT INSTITUTE, PARTICIPATE IN ITS PROGRAMS, AND STUDY THE PRINCIPLES OF AMERICA'S FOUNDING. INTERNS RECEIVE AN HONORARIUM FROM THE CLAREMONT INSTITUTE. THE NUMBERS IN PART III(B) ARE ACTUAL, NOT ESTIMATED. THE NUMBER OF AWARDS GRANTED IS BASED ON AVAILABLE RESOURCES. X X 0 1 X X X 0 0 0 0 0 0 0 0 0 BENNETT WILLIAM J DIRECTOR, WASHINGTON FELLO 206000 0 0 0 0 0 0 0 0 0 206000 0 0 0 KENNEDY BRIAN T DIRECTOR & PRESIDENT 189621 0 0 0 0 0 0 0 21205 0 210826 0 0 0 KESLER CHARLES R DIRECTOR & EDITOR/CRB 212276 0 0 0 0 0 0 0 0 0 212276 0 0 0 COLLISSON ANA CHIEF DEVELOPMENT OFFICER 147737 0 0 0 0 0 0 0 28658 0 176395 0 0 0 PART I, LINE 1A THE INSTITUTE SOMETIMES PROVIDES DR. BENNETT, THE CLAREMONT INSTITUTE WASHINGTON FELLOW, WITH FIRST CLASS TRAVEL. ON RARE OCCASIONS, WE PROVIDE TRAVEL FOR MRS. BENNETT TO ACCOMPANY HIM. THIS IS AN ORAL AGREEMENT. PETER SCHRAMM BOARD OF DIRECTORS 35000 SALVATORI PRIZE IN THE AMERICAN FOUNDING FOR ACTIONS TO PRESERVE THE PRINCIPLES UPON WHICH THE U.S. WAS BUILT. CHARLES R KESLER DIRECTOR 212276 CRB EDITOR & SENIOR FELLOW, CHARLES R. KESLER SERVES ON A CONSULTING BASIS AS EDITOR OF THE CLAREMONT REVIEW OF BOOKS, MODERATOR OF THE AMERICAN MIND VIDEO SERIES AND TEACHER IN OUR FELLOWSHIP PROGRAMS. 0 WILLIAM J BENNETT DIRECTOR 206000 WASHINGTON FELLOW, WILLIAM J. BENNETT SERVES ON A CONSULTING BASIS AS THE CLAREMONT INSTITUTE'S WASHINGTON FELLOW, TO ADVANCE THE MISSION AND PROGRAMS OF THE CLAREMONT INSTITUTE. 0 X 22 3533367 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED, IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. FORM 990, PART III, LINE 2 DURING THE FISCAL YEAR ENDING JUNE 30, 2014, THE CLAREMONT INSTITUTE BEGAN A FORMAL CONTINUING EDUCATION AND ALUMNI RELATIONS PROGRAM. THIS PROGRAM GIVES ADDITIONAL OPPORTUNITIES FOR PUBLIUS, LINCOLN AND JOHN MARSHALL FELLOWS FROM PRIOR YEARS TO STUDY THE PRINCIPLES OF THE AMERICAN FOUNDING AND TO APPLY THEM TO CONTEMPORARY PUBLIC POLICY. THIS PROGRAM IS PART OF OUR CENTER FOR POLITICAL PHILOSOPHY AND STATESMANSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD, PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C WITH AN ANNUAL REVIEW OF VENDOR CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG OR UPON REQUEST AND FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS SUCH AS BYLAWS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 7,413. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHI RESEARCH INSTITUTE 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 954774715 ACCEPTS DONATIONS OF LAND.WHEN SOLD, PROCEEDS ARE DONATED TO CLAREMONT. CA 501(C)(3) 509(A)(3) TYPE I THE CLAREMONT INSTITUTE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 CHI RESEARCH N 100 ESTIMATE