2013-02-05T16:51:24-06:00 2012-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2011-07-01 953443202 CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP CLAR 9096216825 937 W FOOTHILL BLVD SUITE E CLAREMONT CA 91711 ROBERT H GRANSDEN JR 9096216825 2013-01-18 1 LIOR TEMKIN P00748170 3104773924 2013-01-18 2011 2016-02-25 16:41:14Z BRIAN T KENNEDY 937 W FOOTHILL BLVD SUITE E CLAREMONT CA 91711 5101664 0 X WWW.CLAREMONT.ORG X 1979 CA TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. 19 13 20 10 53703 0 2599136 3966997 126004 364051 67122 92459 0 0 2792262 4423507 9338 51770 0 0 1196337 1405119 29483 52747 740814 1948050 2653569 3183208 4163205 -390946 260302 2683194 3532990 117487 719686 2565707 2813304 X THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. THE INSTITUTE WORKS TO ADVANCE FREE MARKETS, LIMITED GOVERNMENT, AND A STRONG NATIONAL DEFENSE. 1 0 1195981 244000 152801 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. THIS PROGRAM ALSO INCLUDES CRB FORUMS, WHERE OPINION LEADERS AND POLICY MAKERS DISCUSS IN PERSON ISSUES COVERED IN THE MAGAZINE. THIS PROGRAM ALSO INCLUDES THE AMERICAN MIND, A VIDEO SERIES COMPLEMENTING THE MAGAZINE. EXPENSES FOR THE CLAREMONT REVIEW OF BOOKS PROGRAM GROUP TOTALED $1,195,981. REVENUES FROM SUBSCRIPTIONS TOTALED $99,098 AND REVENUES FROM ADVERTISING TOTALED $53,703. 693849 90500 0 THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION INCLUDES OUR EDUCATIONAL PUBLIUS FELLOWSHIP AND LINCOLN FELLOWSHIP PROGRAMS THAT TRAIN YOUNG CONSERVATIVE LEADERS IN THE PRINCIPLES OF LIMITED CONSTITUTIONAL GOVERNMENT. IT ALSO INCLUDES OTHER PUBLIC EDUCATION EVENTS AND PUBLICATIONS. EXPENSES FOR THE SALVATORI CENTER, INCLUDING THE FELLOWSHIP PROGRAMS, CAME TO $693,849. GRANTS FOR THE CENTER'S PROGRAMS CAME TO $90,500. 439328 242000 0 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 EDUCATION PROGRAM FOR LAW STUDENTS AND RECENT GRADUATES. IT ALSO INCLUDES SEMINARS AND COLLOQUIA ON CONSTITUTIONAL LAW. EXPENSES FOR THIS CENTER CAME TO $439,328. GRANTS TO HELP SUPPORT THE CENTER'S PROGRAMS CAME TO $242,000. 821564 140000 211250 OTHER PROGRAMS OF THE CLAREMONT INSTITUTE INCLUDE THE WASHINGTON OFFICE, LED BY FORMER SECRETARY OF EDUCATION WILLIAM J. BENNETT; THE NATIONAL SECURITY/STATESMANSHIP PROJECT; PANELS AT THE AMERICAN POLITICAL SCIENCE ASSOCIATION'S ANNUAL MEETING; THE ENDOWED SALVATORI PRIZE IN THE AMERICAN FOUNDING; PUBLICATIONS, POLICY CONFERENCES, PUBLIC EVENTS, WEBSITES, AND APPEARANCES IN PRINT, BROADCAST, AND NEW MEDIA. EXPENSES FOR THESE OTHER PROGRAMS TOTALED $821,564. GRANTS FOR THESE PROGRAMS TOTALED $140,000. OTHER REVENUE FOR THESE PROGRAMS CAME TO $211,250. 821564 140000 211250 3150722 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 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 1 1 0 0 0 1 88 0 1 20 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 13 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 BRIAN T KENNEDY PRESIDENT 9096216825 937 W FOOTHILL BLVD SUITE E CLAREMONT CA 91711 ARNN LARRY P 1.00 X 0 0 0 CRUMMER ROY E 1.00 X 0 0 0 ERLER EDWARD J 1.00 X 4500 0 0 FARKAS JOEL H 1.00 X 0 0 0 FLANNERY CHRISTOPHER 8.00 X 36480 0 0 FUENTES THOMAS A 20.00 X 30000 0 0 HIGGINS JAMES E 1.00 X 0 0 0 JAFFA HARRY V 20.00 X 18000 0 0 KADISH LAWRENCE 1.00 X 0 0 0 KENNEDY BRIAN T 60.00 X X 179750 0 20870 KESLER CHARLES R 8.00 X 177311 0 0 KLINGENSTEIN THOMAS D 1.00 X 0 0 0 LAIRD EDWIN C 1.00 X 0 0 0 LEWIS JEFFREY B 1.00 X 0 0 0 MARINI JOHN 1.00 X 45500 0 0 MATTSON LARRY 1.00 X 0 0 0 PETERSEN KENNETH 1.00 X 0 0 0 SANBORN BRUCE C 1.00 X 0 0 0 SCHRAMM PETER W 1.00 X 0 0 0 WEST THOMAS G 1.00 X 6500 0 0 BENNETT WILLIAM J 20.00 X 206000 0 0 GRANSDEN ROBERT 40.00 X 108805 0 23279 PALM DANIEL C 2.00 X 4850 0 0 SEAGRAVES VERAL 40.00 X 114052 0 29783 931748 0 73932 5 0 1 0 WILLIAM J BENNETT 937 W FOOTHILL BLVD STE E CLAREMONT CA 91711 WASHINGTON FELLOW 206000 CHARLES KESLER 937 W FOOTHILL BLVD STE E CLAREMONT CA 91711 EDITOR, CRB; TEACHING, WRITING 177311 2 3966997 35998 3966997 CONFERENCE INCOME 900099 264953 211250 53703 SUBSCRIPTION REVENUE 900099 99098 99098 364051 65341 65341 705275 678157 27118 27118 27118 4423507 310348 53703 92459 51770 51770 415027 157449 54941 202637 749715 602900 79350 67465 147360 96197 16990 34173 93017 54534 19111 19372 61233 46537 3674 11022 52747 52747 244453 3041 241412 33972 25828 1966 6178 105026 79819 6302 18905 213620 177923 1174 34523 376295 369848 6447 29340 29340 8415 6395 505 1515 22348 16984 1341 4023 CONSULTING 807158 807158 OUTSIDE SERVICES 291233 243201 33166 14866 HONORARIA 148937 148937 PRINTING & PUBLICATION 129390 127010 1437 943 182149 135191 22372 24586 4163205 3150722 271669 740814 634783 206419 85000 1328552 152510 139042 17325 13468 1732790 1823988 213296 160563 2683194 3532990 51008 148198 66479 71488 500000 117487 719686 X 336603 388583 213872 409489 2015232 2015232 2565707 2813304 2683194 3532990 X 260302 -12705 X 0 1 1 X 0 X 3422882 3132924 3038045 2599136 3966997 16159984 3422882 3132924 3038045 2599136 3966997 16159984 4691544 11468440 40143 65345 41655 56033 65341 268517 16428501 1197700 0.69810 0.66970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1769692 0 88039 10237 1847494 1378632 250000 147060 6000 1769692 997326 300000 87446 6140 1378632 1152194 -146550 8318 997326 1.00000 0 0 5507 5507 0 147003 133535 13468 13468 4423507 4163205 260302 -4420 -8285 -12705 247597 4410802 -4420 -8285 -12705 4423507 0 4423507 4163205 0 4163205 0 4163205 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 POSITION 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 INSTITUTION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE INSTITUTION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUN 30, 2012, 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 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -8,285. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -8,285. X X X X X 1 CLEAR WORD COMMUNICATIONS 12841 BRAEMAR VILLAGE PLAZA 51 BRISTOW VA 20136 DIRECT MAIL 0 449702 20247 429455 CCS 8001 IRVINE CENTER DR 4TH FLOOR IRVINE CA 92618 FUNDRAISING STRATEGY 0 0 20000 0 MARTS & LUNDY 1200 WALL STREET WEST LYNDHURST NJ 07071 FUNDRAISING STRATEGY 0 0 12500 0 449702 52747 429455 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 1 PUBLIUS FELLOWSHIP 14 14000 CASH SALVATORI PRIZE IN THE AMERICAN FOUNDING 1 35000 CASH INTERNSHIPS 5 2770 CASH PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PUBLIUS FELLOWSHIPS ARE AWARDED TO RISING LEADERS WHO HAVE DEMONSTRATED THE ABILITY TO DISTINGUISH THEMSELVES IN THE ARENA OF POLITICAL PHILOSOPHY OR JOURNALISM. 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 ISSUES. A $1,000 STIPEND IS AWARDED AT THE END OF THE PROGRAM. 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. INTERNSHIPS GIVE STUDENTS THE EDUCATIONAL OPPORTUNITY TO VOLUNTEER AT THE CLAREMONT INSTITUTE AND PARTICIPATE IN ITS PROGRAMS. A PER DIEM IS GRANTED TO HELP OFFSET MEAL EXPENSES. X 0 1 X X X 0 0 0 0 0 0 0 0 0 KENNEDY BRIAN T 179750 0 0 0 0 0 0 0 20870 0 200620 0 0 0 KESLER CHARLES R 177311 0 0 0 0 0 0 0 0 0 177311 0 0 0 BENNETT WILLIAM J 206000 0 0 0 0 0 0 0 0 0 206000 0 0 0 PART I, LINE 1A THE INSTITUTE OCCASIONALLY PROVIDES DR. BENNETT, THE CLAREMONT INSTITUTE WASHINGTON FELLOW, WITH FIRST CLASS TRAVEL. THIS IS AN ORAL AGREEMENT. JOHN MARINI DIRECTOR 35000 SALVATORI PRIZE IN THE AMERICAN FOUNDING CHARLES R KESLER DIRECTOR 177311 EDITOR, CRB. MR. KESLER SERVES ON A CONSULTING BASIS AS EDITOR OF THE CLAREMONT REVIEW OF BOOKS. 0 WILLIAM J BENNETT DIRECTOR 206000 WASHINGTON FELLOW. MR. 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 2 35998 FAIR MARKET VALUE 0 0 0 1 THIRD PARTY USE: 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. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 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 EDUCATION PROGRAM FOR LAW STUDENTS AND RECENT GRADUATES. IT ALSO INCLUDES SEMINARS AND COLLOQUIA ON CONSTITUTIONAL LAW. 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 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,420. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -8,285. TOTAL TO FORM 990, PART XI, LINE 5: -12,705. CHI RESEARCH INSTITUTE 937 W FOOTHILL BLVD SUITE E CLAREMONT CA 91711 954774715 ACCEPTS DONATIONS OF LAND.WHEN SOLD, PROCEEDS ARE DONATED TO CLAREMONT. CA 501(C)(3) 170(B)(1)(A)(VI) THE CLAREMONT INSTITUTE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 CHI RESEARCH M 100 ESTIMATE