2026-08-03T15:52:52-05:00 2025-09-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2024-10-01 530259663 MERIDIAN INTERNATIONAL CENTER MERI 2029395532 1630 CRESCENT PLACE NW WASHINGTON DC 20009 THERESA FURMAN CHIEF FINANCIAL OFFICER 2029395532 2026-07-31 1 1 KRISTEN BARNETT P01234578 8133162300 2026-07-31 2024 2025-03-06 01:10:19Z DAVID BOHIGIAN 1630 CRESCENT PLACE NW WASHINGTON DC 20009 54304285 0 X WWW.MERIDIAN.ORG X 1960 DC MERIDIAN INTERNATIONAL CENTER EMPOWERS THE NEXT ERA OF DIPLOMACY FOR A BETTER FUTURE. 28 27 196 41 780 0 42493166 42493943 0 0 1488679 858886 3646009 384888 47627854 43737717 2316779 1710470 0 0 16996347 17034043 0 0 4397342 23998538 20179936 43311664 38924449 4316190 4813268 26585244 35056143 8845811 12225357 17739433 22830786 X SEE SCHEDULE O. 0 0 19623184 159238 CENTER FOR GLOBAL LEADERSHIP - INTERNATIONAL VISITOR LEADERSHIP PROGRAMFOR MORE THAN 65 YEARS, MERIDIAN HAS BEEN A PRINCIPAL PARTNER IN IMPLEMENTING THE INTERNATIONAL VISITOR LEADERSHIP PROGRAM (IVLP), THE U.S. DEPARTMENT OF STATE'S PREMIER PROFESSIONAL EXCHANGE PROGRAM. BETWEEN OCTOBER 1, 2024, AND SEPTEMBER 30, 2025, MERIDIAN DEVELOPED 114 IVLP PROJECTS FOR 1,081 EMERGING INTERNATIONAL LEADERS. TOPICS RANGED FROM SPORTS DIPLOMACY AND U.S. FOREIGN POLICY TO AI. 1) IN MERIDIAN'S 30TH YEAR ADMINISTERING THE BRITISH AMERICAN PARLIAMENTARY GROUP (BAPG), EIGHT MEMBERS OF PARLIAMENT BEGAN THEIR PROGRAM IN WASHINGTON, D.C., WITH MEETINGS AT KEY POLICY INSTITUTIONS AND A LUNCHEON HOSTED BY MERIDIAN'S CORPORATE COUNCIL. THEY THEN COMPLETED BIPARTISAN DISTRICT SHADOWING VISITS IN NEBRASKA, ALABAMA, NEW YORK, AND ILLINOIS BEFORE RECONVENING IN BOSTON TO CONCLUDE THE PROJECT. 2) MERIDIAN ALSO DESIGNED EXCHANGE PROGRAMS IN HONOR OF THE NATION'S SEMI-QUINCENTENNIAL, INCLUDING WE THE PEOPLE: MILITARY EDUCATION IN AMERICA, WHICH EXAMINED THE U.S. MILITARY EDUCATION SYSTEM AND ITS ROLE IN STRENGTHENING EXCELLENCE ACROSS THE ARMED FORCES WHILE STRENGTHENING THE MILITARY CAPACITY OF KEY PARTNERS AND ALLIES IN SUPPORT OF U.S. NATIONAL SECURITY PRIORITIES. 3) IN 2025, MERIDIAN ALSO ADMINISTERED THE IVLP IMPACT AWARDS, WHICH HELP ALUMNI TURN THEIR U.S. EXCHANGE EXPERIENCES INTO COMMUNITY-BASED ACTION IN MORE THAN 22 COUNTRIES. THAT YEAR, MERIDIAN SUPPORTED 25 AWARDEES ADVANCING INITIATIVES ALIGNED WITH U.S. DIPLOMATIC GOALS. 6787322 1484822 90602 CENTER FOR GLOBAL LEADERSHIP - CUSTOMIZED EXCHANGESBEYOND IVLP, MERIDIAN IMPLEMENTED 62 PROJECTS FOR 403 PARTICIPANTS FROM 104 COUNTRIES. THESE PARTNERSHIPS GIVE GLOBAL CHANGEMAKERS OPPORTUNITIES TO EXPAND COLLABORATIVE NETWORKS, DRIVE INNOVATION, AND CREATE LASTING IMPACT. 1) SCIENCE, INNOVATION & TECHNOLOGY: THROUGH INITIATIVES SUCH AS THE NEA SPACE EXCHANGE PROGRAM, MERIDIAN CONVENED EMERGING LEADERS, POLICYMAKERS, AND TECHNICAL EXPERTS FROM ACROSS THE NEAR EAST AND NORTH AFRICA TO STRENGTHEN COLLABORATION IN SPACE SCIENCE AND TECHNOLOGY, BUILD REGIONAL CAPACITY, AND EXPAND PARTNERSHIPS WITH U.S. INSTITUTIONS AND INDUSTRY. 2) YOUTH & LEADERSHIP: MERIDIAN'S THREE FLAGSHIP PROGRAMS IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE-THE STUDY OF THE U.S. INSTITUTES FOR GLOBAL STUDENT LEADERS, THE PAN AFRICA YOUTH LEADERSHIP PROGRAM, AND THE U.S. CONGRESS-REPUBLIC OF KOREA NATIONAL ASSEMBLY EXCHANGE-BROUGHT TOGETHER EMERGING LEADERS FROM THE UNITED STATES AND AROUND THE WORLD FOR IMMERSIVE EXCHANGES FOCUSED ON LEADERSHIP DEVELOPMENT AND MUTUAL UNDERSTANDING OF GOVERNANCE SYSTEMS AND CULTURES. THROUGH ACADEMIC RESIDENCIES, TRAVEL, SKILLS TRAINING, AND COLLABORATIVE PROJECTS, PARTICIPANTS BUILD LASTING RELATIONSHIPS AND RETURN HOME BETTER PREPARED TO STRENGTHEN INTERNATIONAL COOPERATION AND COMMUNITY IMPACT. 3) JOURNALISM & MEDIA: IN PARTNERSHIP WITH THE STATE DEPARTMENT'S FOREIGN PRESS CENTER, MERIDIAN CONNECTED INTERNATIONAL JOURNALISTS WITH U.S. POLICYMAKERS, EXPERTS, AND INSTITUTIONS TO PROVIDE FIRSTHAND INSIGHT INTO AMERICAN POLICY, SOCIETY, AND INNOVATION. 2777265 30908 CENTER FOR CULTURE AND SPORTS DIPLOMACYTHROUGH MUSIC DIPLOMACY EXCHANGES, VISUAL ART EXHIBITIONS, AND HIGH IMPACT CONVENINGS, MERIDIAN'S CENTER FOR CULTURE AND SPORTS DIPLOMACY BUILDS CONNECTIONS AMONG GLOBAL COMMUNITIES BY USING CULTURE AND SPORTS TO BRIDGE DIVIDES AND HIGHLIGHT SHARED VALUES. IN 2025, KEY PROGRAMS INCLUDE 1) THE ANNUAL FLAGSHIP CULTURAL DIPLOMACY CONVENING, CULTUREFIX, BROUGHT TOGETHER THE CULTURE AND SPORTS DIPLOMACY COMMUNITY THROUGH A DIALOGUE SERIES AND AWARDS CEREMONY CELEBRATING ACHIEVEMENT AND THOUGHT LEADERSHIP. THE 2025 HONOREES INCLUDED NFL COMMISSIONER ROGER GOODELL, PLAYWRIGHT AND ACTOR ANNA DEAVERE SMITH, AND VISUAL ARTIST SANFORD BIGGERS. 2) MERIDIAN PARTNERED WITH THE SMITHSONIAN INSTITUTION AND THE U.S. CONSULATE IN CHENNAI, INDIA, TO MANAGE THE TRAVELING EXHIBITION CITY OF HOPE, WHICH HIGHLIGHTED CULTURAL AND PHILOSOPHICAL CONNECTIONS BETWEEN THE UNITED STATES AND INDIA. 3) MERIDIAN LED THE INTERNATIONAL HIP-HOP ARTIST RESIDENCY PROGRAM IN URUGUAY THROUGH NEXT LEVEL, A PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE'S BUREAU OF EDUCATIONAL AND CULTURAL AFFAIRS. 4) MERIDIAN MANAGED THE SMITHSONIAN NATIONAL MUSEUM OF THE AMERICAN INDIAN EXCHANGE PROGRAM FOR VISITORS FROM PANAMA. PARTICIPANTS INCLUDED EIGHT GUNA TRIBAL LEADERS AND MEMBERS OF THE GUNA CULTURAL CONGRESS, WHO TRAVELED TO WASHINGTON, D.C., TO CONSULT WITH MUSEUM STAFF ON THE CARE AND IDENTIFICATION OF GUNA OBJECTS IN THE COLLECTION. DURING THE VISIT, THE DELEGATION ALSO SIGNED A MEMORANDUM OF UNDERSTANDING TO CONTINUE COLLABORATION WITH THE MUSEUM DIRECTOR. 5) MERIDIAN RECRUITED AND DEPLOYED CULTURAL PERFORMERS TO ENGAGE AUDIENCES AT THE USA PAVILION AT THE OSAKA WORLD EXPOSITION IN PARTNERSHIP WITH THE U.S. DEPARTMENT OF STATE. 6) MERIDIAN PARTNERED WITH CAF DEVELOPMENT BANK TO HOST AN EXHIBITION OF CONTEMPORARY LATIN AMERICAN ART IN MERIDIAN'S HISTORIC GALLERIES. 2506467 35502 ALSO DURING 2025, MERIDIAN'S CENTER FOR DIPLOMATIC ENGAGEMENT HOSTED MORE THAN 70 DIALOGUES, WORKSHOPS, AND ROUNDTABLES, ENGAGING OVER 800 DIPLOMATS FROM 129 EMBASSIES, ALONG WITH LEADERS FROM GOVERNMENT, BUSINESS, AND CIVIL SOCIETY. TOPICS INCLUDED SECURITY ALLIANCES, EMERGING TECHNOLOGIES, AEROSPACE INNOVATION, AND FEDERALISM. THE FLAGSHIP MERIDIAN SUMMIT FOCUSED ON MAJOR GLOBAL CHALLENGES SUCH AS GREAT-POWER COMPETITION, CYBERSECURITY, AI, ENERGY RESILIENCE, AND ECONOMIC COOPERATION. THE NORTH CAPITAL MERIDIAN DIPLOMACY FORUM BROUGHT TOGETHER MORE THAN 200 LEADERS FROM BUSINESS, GOVERNMENT, AND CIVIL SOCIETY ACROSS THE UNITED STATES, MEXICO, AND CANADA TO EXPLORE TRILATERAL COOPERATION.DIPLOMACYRISE, MERIDIAN'S INITIATIVE TO DEVELOP THE NEXT GENERATION OF GLOBAL AFFAIRS PROFESSIONALS, OFFERS CAREER TRAINING, MENTORSHIP, AND FELLOWSHIP OPPORTUNITIES. IN 2025, THE MERIDIAN COX FOREIGN SERVICE FELLOWSHIP INTRODUCED 30 COLLEGE STUDENTS TO CAREERS IN DIPLOMACY THROUGH A WEEK-LONG IMMERSION IN WASHINGTON, D.C. IN ADDITION, A SEVEN-PART HYBRID DIPLOMATIC SKILLS COURSE TRAINED 15 EMERGING SCIENTISTS IN PUBLIC DIPLOMACY, CULTURAL COMPETENCE, PROTOCOL, AND NEGOTIATION.MERIDIAN'S CENTER FOR CORPORATE DIPLOMACY CONTINUED ITS FORUMS AND MINISTERIAL ROUNDTABLES, HOSTING 129 AMBASSADORS AND OTHER STAKEHOLDERS FOR STRATEGIC CONVERSATIONS CENTERED ON CRITICAL BILATERAL RELATIONSHIPS AND US FOREIGN AND ECONOMIC POLICY. 2506467 35502 31694238 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 361 0 1 196 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO DC FL GA IL MD MA MI NJ NY RI TN VA X X THERESA FURMAN 2029395532 1630 CRESCENT PLACE NW WASHINGTON DC 20009 THE HONORABLE STUART HOLLIDAY CEO 40.00 X X 474755 0 89260 THE HONORABLE FRED HOCHBERG CHAIRMAN 1.00 X X 0 0 0 STEPHANIE ROBINSON BOARD SECRETARY 1.00 X X 0 0 0 THE HONORABLE DWIGHT BUSH CHAIR - GLOBAL ENGAGEMENT 1.00 X 0 0 0 SEAN C CAHILL CHAIR - FAC/PRE - TERM ENDED 6/4/25 1.00 X 0 0 0 DAVID BARROSSE CHAIR - FINANCE & AUDIT 1.00 X 0 0 0 FRED HUMPHRIES CO-CHAIR - DEVELOPMENT 1.00 X 0 0 0 HEATHER FLORANCE CO-CHAIR - DEVELOPMENT 1.00 X 0 0 0 SOLEDAD HURST CHAIR - GOV. & NOMINATING 1.00 X 0 0 0 ROBERT ABERNETHY TRUSTEE 1.00 X 0 0 0 MICHAEL ALLEN TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 TERESA CARLSON TRUSTEE 1.00 X 0 0 0 JD CROUCH III TRUSTEE 1.00 X 0 0 0 JOE DALY TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 JOHN DELANEY TRUSTEE 1.00 X 0 0 0 THERESA TERRI FARIELLO TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 THE HONORABLE STEVE HILTON TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 TIM HWANG TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 ROY KAPANI TRUSTEE 1.00 X 0 0 0 JONATHAN KEIDAN TRUSTEE 1.00 X 0 0 0 BRAD KNOX TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 DEDE LEA TRUSTEE 1.00 X 0 0 0 DEBORAH LEHR TRUSTEE 1.00 X 0 0 0 RANDI LEVINE TRUSTEE 1.00 X 0 0 0 DREW MALONEY TRUSTEE 1.00 X 0 0 0 TOM MONAHAN TRUSTEE 1.00 X 0 0 0 REBECCA MURPHY TRUSTEE 1.00 X 0 0 0 HEATHER NAUERT TRUSTEE 1.00 X 0 0 0 MAURICIO RAMOS TRUSTEE 1.00 X 0 0 0 KATHERINE RICE TRUSTEE 1.00 X 0 0 0 LISA ROSS TRUSTEE 1.00 X 0 0 0 FRANCISCO SANCHEZ TRUSTEE 1.00 X 0 0 0 JADE SHIELDS TRUSTEE 1.00 X 0 0 0 SCOTT SPECTOR TRUSTEE 1.00 X 0 0 0 TONI VERSTANDIG TRUSTEE 1.00 X 0 0 0 SUE HOSTETLER WRIGLEY TRUSTEE - TERM ENDED 6/4/25 1.00 X 0 0 0 THERESA FURMAN CFO 40.00 X 293514 0 70257 KELLY CAMPAGNE CHIEF TALENT & ADM. OFFICER 40.00 X 295977 0 71285 NATALIE JONES HALLAHAN EXEC. VICE PRESIDENT 40.00 X 324321 0 34484 MYRA BEST VP, IVLP 40.00 X 162841 0 39021 HANA HAUSNEROVA VICE PRESIDENT, CUSTOMIZED EXCHANGES 40.00 X 181025 0 21691 PURU TRIVEDI CORP. AFFAIRS VICE PRESIDENT 40.00 X 261658 0 55608 DALLAS PEARSON SR DIRECTOR, FIN. PLANNING/ANALYSIS 40.00 X 160586 0 24616 BETELIHEM HAILE SENIOR DIRECTOR, ACCOUNTING 40.00 X 161522 0 30702 FRANKLIN JUSTICE VP, MCDE 40.00 X 156093 0 32935 MARC KRAVITZ DIRECTOR, FACILITIES 40.00 X 178603 0 21563 SILBI STAINTON SENIOR DIRECTOR, DEVELOPMENT 40.00 X 196299 0 40539 2847194 0 531961 36 0 1 0 AWARDS LIMOSINE & TRAVEL SERVICE INC 1 BETHESDA METRO CENTER BETHESDA MD 20814 TRANSPORTATION SERVICES 537910 RESTON LIMOSINE & TRAVEL SERVICE INC 45685 ELMWOOD COURT STERLING VA 20166 TRANSPORTATION SERVICES 237930 US TRANSLATION COMPANY 320 WEST 200 SOUTH 3RD FL SALT LAKE CITY UT 84101 TRANSLATION SERVICES 211840 RSM US LLP 4650 E 53RD ST DAVENPORT IA 52807 PROFESSIONAL SERVICES 203572 CAPITAL COMMUNICATIONS GROUP INC 1701 PENNSYLVANIA AVENUE NW SUITE 2 WASHINGTON DC 20006 TOUR GROUP SERVICES 162019 12 2203094 27665357 12625492 525 42493943 475004 475004 782374 79800 702574 702574 780 701794 10460279 10076397 383882 383882 383882 92685 2203094 410371 -317686 -317686 43737717 0 780 1242994 1491161 1491161 219309 219309 2847193 345376 1939714 562103 10659883 6909685 2418145 1332053 1013134 548988 329799 134347 1364291 739270 444109 180912 1149542 622904 374203 152435 39918 5537 32950 1431 140430 140430 65594 65594 2511914 1284674 818043 409197 25922 13551 5582 6789 104623 34468 45806 24349 530526 95321 404195 31010 670273 70147 605412 -5286 14080504 13952436 41441 86627 1060469 657971 144890 257608 115691 6168 109521 2 317377 317377 184996 5865 179131 MISCELLANEOUS EXPENSES 331699 140506 83441 107752 ALLOCATION OF INDIRECT 0 4550901 -5666914 1116013 38924449 31694238 2832869 4397342 6915 3151 4859431 10956643 3131413 4997995 227287 99932 493897 274021 15939202 11497247 4534624 4441955 12676853 13562450 654824 719996 26585244 35056143 3766825 3881878 491390 642948 2823777 2761685 1763819 4938846 8845811 12225357 X 16835532 18151890 903901 4678896 17739433 22830786 26585244 35056143 4813268 278085 0 X X 0 1 X 1 1 1 X 15424958 35461526 49069561 42583166 42493943 185033154 15424958 35461526 49069561 42583166 42493943 185033154 185033154 452630 124551 1032548 1213983 1257378 4081090 33710 57850 80050 3305047 92685 3569342 192683586 0.96030 0.96060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2020 AMOUNT: $ 33,710. 2021 AMOUNT: $ 57,850. 2022 AMOUNT: $ 77,550. 2023 AMOUNT: $ 90,900. 2024 AMOUNT: $ 92,685. MISCELLANEOUS INCOME - 2022 AMOUNT: $ 2,500. 2023 AMOUNT: $ 3,214,147. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 249850 X X 0 11078112 212786 65119 11225779 9407653 1731385 60926 11078112 8144819 1320853 58019 9407653 8638625 -387481 50703 55622 8144819 8080586 962483 350015 54429 8638625 0.92000 0.08000 0.00000 0 0 1395695 1395695 2597680 1795180 802500 8913363 7152307 1761056 2782615 2549760 232855 249849 249849 4441955 DEFERRED COMP LIABILITY 582326 OPERATING LEASE LIABILITY 136320 REFUNDABLE ADVANCES 4220200 4938846 X 44460253 278085 19874 297959 44162294 65594 -490171 -424577 43737717 39368900 19874 490171 510045 38858855 65594 65594 38924449 PART III, LINE 4: THE COLLECTION OF ARTWORK AND ANTIQUES IS MAINTAINED IN MERIDIAN'S HISTORICAL HOUSES. IT IS AVAILABLE FOR PUBLIC EXHIBITION UPON REQUEST AND IS BEING PRESERVED FOR FUTURE GENERATIONS. PART V, LINE 4: TO PRESERVE AND OPTIMIZE FUNDS AVAILABLE FOR CURRENT AND FUTURE NEEDS WHILE PRESERVING PRINCIPLE. THE BOARD OF TRUSTEES USES ITS DISCRETION TO ALLOW STRATEGIC USE OF FUNDS FOR OPERATIONS AND PRESERVATION OF HISTORIC FACILITIES. PART X, LINE 2: MERIDIAN IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME. MERIDIAN HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS: TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B -410,371. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B -79,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII, LINE 8B 410,371. RENTAL EXPENSES REPORTED ON PART VIII, LINE 6B 79,800. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 68024 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 353369 EUROPE - INCLUDING ICELAND & GREENLAND 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 455887 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 210187 NORTH AMERICA - INCLUDING CANADA AND MEXICO 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 44747 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 163204 SOUTH AMERICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 164764 SOUTH ASIA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 260639 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRANSPORTATION, LODGING AND OTHER EXPENSES FOR PROGRAM PARTICIPANTS 330215 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANT MAKING 7400 EAST ASIA AND THE PACIFIC 0 0 GRANT MAKING 34173 EUROPE - INCLUDING ICELAND & GREENLAND 0 0 GRANT MAKING 34556 MIDDLE EAST AND NORTH AFRICA 0 0 GRANT MAKING 24874 NORTH AMERICA - INCLUDING CANADA AND MEXICO 0 0 GRANT MAKING 5500 RUSSIA AND NEIGHBORING STATES 0 0 GRANT MAKING 10824 SOUTH AMERICA 0 0 GRANT MAKING 22686 SOUTH ASIA 0 0 GRANT MAKING 23758 SUB-SAHARAN AFRICA 0 0 GRANT MAKING 43538 EAST ASIA AND THE PACIFIC 0 0 SUBAWARDS 12000 0 0 0 0 0 0 1720821 549524 2270345 EAST ASIA AND THE PACIFIC SYMPOSIUM ON STRATEGIC SUBNATIONAL DIPLOMACY 12000 EFT - WIRE, WESTERN UNION OR ACH 0 NONE CASH 1 0 PARTICIPANT SUPPORT GRANTS CENTRAL AMERICA AND THE CARIBBEAN 10 7400 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS EAST ASIA AND THE PACIFIC 23 34173 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) 34 34556 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS MIDDLE EAST AND NORTH AFRICA 22 24874 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS NORTH AMERICA 2 5500 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS RUSSIA AND NEIGHBORING STATES 13 10824 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS SOUTH AMERICA 13 22686 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS SOUTH ASIA 17 23758 WIRES, ACH, WESTERN UNION PARTICIPANT SUPPORT GRANTS SUB-SAHARAN AFRICA 51 43538 WIRES, ACH, WESTERN UNION 0 0 0 0 0 1 PART I, LINE 2: MERIDIAN HAS ESTABLISHED A GRANTS MANAGEMENT POLICY TO MANAGE ALL AWARDS FROM THE PRE-AWARD PHASE THROUGH POST-AWARD ACTIVITY AND GRANT-CLOSEOUT. THIS POLICY FULLY ADDRESSES THE SUBAWARDS AND IS IN COMPLIANCE WITH THE UNIFORM GUIDANCE AS REQUIRED. THIS POLICY IS APPLIED TO ALL GRANT AWARDS, INCLUDING SUB AWARDS, DOMESTIC AND FOREIGN, IF ANY. IN ADDITION, THIS POLICY ADDRESSES MERIDIAN'S SMALL PARTICIPANT SUPPORT GRANTS WHICH ARE AWARDED TO SELECTED PROGRAM PARTICIPANTS, AFTER COMPLETION OF THEIR PROGRAM, FOR PROJECTS TO BE PERFORMED IN HOME COUNTRIES. BALL SUMMIT 2295779 2203094 92685 143484 142764 30075 94048 2295779 2203094 92685 143484 142764 30075 94048 410371 -317686 1 FOUNDATION FOR INTERNATIONAL UNDERSTANDING THROUGH STUDENTS UNIVERSITY OF WA BOX 352233 HUB 206 SEATTLE WA 98195 910646781 501C3 331651 0 PROGRAM SUPPORT NORTHERN NEVADA INTERNATIONAL CENTER 1155 W 4TH ST STE 222 RENO NV 89503 942796785 501C3 216358 0 PROGRAM SUPPORT UNIVERSITY OF MASSACHUSETTS AMHERST 334 SOUTH STREET SUITE 450 SHREWSBURY MA 015454177 043167352 GOV 194026 0 PROGRAM SUPPORT DIALOGUE INSTITUTE 555 N CENTRAL SUITE 302 PHOENIX AZ 85004 232715057 GOV 194004 0 PROGRAM SUPPORT GLOBAL TIES KC 30 WEST PERSHING ROAD SUITE 405 KANSAS CITY MO 64108 431727811 501C3 162482 0 PROGRAM SUPPORT VERMONT COUNCIL ON WORLD AFFAIRS 370 SHELBURNE ROAD 4611 BURLINGTON VT 05401 036010787 501C3 136752 0 PROGRAM SUPPORT ATLANTIC COUNCIL OF THE US INC 1400 L ST NW FL 11 WASHINGTON DC 200053509 520742294 501C3 65254 0 PROGRAM SUPPORT BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 360 EAST LANSING MI 48824 386005984 501C3 54922 0 PROGRAM SUPPORT SHIPPENSBURG UNIVERSITY 1871 OLD MAIN DRIVE SHIPPENSBURG PA 17257 232500361 GOV 37082 0 PROGRAM SUPPORT WORLD AFFAIRS COUNCIL OF KENTUCKY 223 S 5TH STREET LOUISVILLE KY 40202 611078276 501C3 36150 0 PROGRAM SUPPORT ARIZONA STATE UNIVERSITY 555 N CENTRAL SUITE 302 PHOENIX AZ 85004 860196696 GOV 32680 0 PROGRAM SUPPORT TRUMAN CENTER FOR NATIONAL POLICY 600 14TH ST NW C/O CONVENE 5TH FLOOR WASHINGTON DC 20005 521080919 501C3 23500 0 PROGRAM SUPPORT UNIVERSITY OF NORTH CAROLINA CHAPEL HILL PO BOX 402420 ATLANTA GA 303842420 566001393 501C3 6300 0 PROGRAM SUPPORT 13 0 PART I, LINE 2: MERIDIAN MAINTAINS AN UPDATED GRANT MANAGEMENT POLICY AND PROCEDURE MANUAL WHICH CLEARLY EXPLAINS PRE AND POST AWARD PROCESSES THAT THE STAFF NEED TO FOLLOW THROUGHOUT THE LIFE CYCLE OF THE GRANT. THIS INCLUDES GRANT/PROJECT SET-UP, CHARGING OF COSTS AND MONITORING AND REPORTING OF EXPENDITURES. THE MANUAL ALSO INCLUDES PROCESSES AND PROCEDURES RELATED TO PROCUREMENT, SUBAWARDS AND SUBRECIPIENT MONITORING AND PROJECT CLOSEOUT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 THE HONORABLE STUART HOLLIDAY CEO 341865 0 50000 0 82890 0 58272 0 30988 0 564015 0 0 0 KELLY CAMPAGNE CHIEF TALENT & ADM. OFFICER 216791 0 71500 0 7686 0 55172 0 16113 0 367262 0 0 0 THERESA FURMAN CFO 219681 0 71500 0 2333 0 53061 0 17196 0 363771 0 0 0 NATALIE JONES HALLAHAN EXEC. VICE PRESIDENT 249521 0 74500 0 300 0 26123 0 8361 0 358805 0 0 0 PURU TRIVEDI CORP. AFFAIRS VICE PRESIDENT 223458 0 37500 0 700 0 27126 0 28482 0 317266 0 0 0 SILBI STAINTON SENIOR DIRECTOR, DEVELOPMENT 168856 0 26500 0 943 0 20361 0 20178 0 236838 0 0 0 HANA HAUSNEROVA VICE PRESIDENT, CUSTOMIZED EXCHANGES 154672 0 26000 0 353 0 18184 0 3507 0 202716 0 0 0 MYRA BEST VP, IVLP 150686 0 10000 0 2155 0 16953 0 22068 0 201862 0 0 0 MARC KRAVITZ DIRECTOR, FACILITIES 165563 0 11750 0 1290 0 17861 0 3702 0 200166 0 0 0 BETELIHEM HAILE SENIOR DIRECTOR, ACCOUNTING 149072 0 12000 0 450 0 16801 0 13901 0 192224 0 0 0 FRANKLIN JUSTICE VP, MCDE 140801 0 15000 0 292 0 16139 0 16796 0 189028 0 0 0 DALLAS PEARSON SR DIRECTOR, FIN. PLANNING/ANALYSIS 148316 0 12000 0 270 0 16535 0 8081 0 185202 0 0 0 PART I, LINE 1A THE CEO OF MERIDIAN INTERNATIONAL CENTER BELONGS TO THE METROPOLITAN CLUB WHICH IS ALLOWED PER HIS EMPLOYMENT CONTRACT AND APPROVED BY THE BOARD OF TRUSTEES BECAUSE IT HAS BEEN DETERMINED THAT MEMBERSHIP SERVES A BUSINESS PURPOSE AND IS RELATED TO THE CEO'S ROLE AND RESPONSIBILITIES AT THE ORGANIZATION. THESE AMOUNTS ARE CONSIDERED TAXABLE TO THE CEO. FORM 990, PART III, LINE 1 - MISSION, VISION AND APPROACH: MERIDIAN INTERNATIONAL CENTER IS A NONPARTISAN DIPLOMACY INSTITUTION FOUNDED IN 1960 TO STRENGTHEN AMERICAN LEADERSHIP. BASED ON ITS HISTORIC CAMPUS IN WASHINGTON, D.C., MERIDIAN'S MISSION IS TO EQUIP LEADERS TO SHAPE THE NEXT ERA OF DIPLOMACY. AS GEOPOLITICAL UNCERTAINTY GROWS AND ALLIANCES SHIFT, THE NEED FOR INTERNATIONAL COOPERATION AND STRONG U.S. LEADERSHIP HAS BECOME BOTH MORE URGENT AND MORE COMPLEX. MERIDIAN IS RESHAPING DIPLOMACY FOR A WORLD IN WHICH SOLUTIONS REQUIRE MORE THAN GOVERNMENT ACTION ALONE. WE BRING TOGETHER BUSINESS LEADERS, SCIENTISTS, GOVERNORS, MAYORS, ARTISTS, ATHLETES, AND OTHER CHANGEMAKERS WITH THE KNOWLEDGE, NETWORKS, AND RESOURCES TO ADDRESS SHARED GLOBAL CHALLENGES. TRADITIONAL DIPLOMACY, ONCE LED BY A RELATIVELY SMALL CIRCLE OF OFFICIALS, IS NO LONGER ENOUGH. MERIDIAN'S RESPONSE IS OPEN DIPLOMACY-A DECENTRALIZED, INCLUSIVE, AND AGILE MODEL DESIGNED TO MEET TODAY'S CHALLENGES. LIKE OPEN-SOURCE SYSTEMS OR BLOCKCHAIN, IT IS COLLABORATIVE, RESILIENT, AND ADAPTABLE. MERIDIAN LEADS THIS ECOSYSTEM BY CONVENING HIGH-POTENTIAL LEADERS ACROSS BORDERS, SECTORS, AND POLITICAL PERSPECTIVES TO ADVANCE SOLUTIONS IN BUSINESS, SCIENCE AND TECHNOLOGY, STATE AND LOCAL GOVERNMENT, AND CULTURE AND SPORTS. MERIDIAN'S PROGRAMS HELP LEADERS ENGAGE WITH GOVERNMENT AND DIPLOMATIC COUNTERPARTS WHILE BUILDING THE GLOBAL PERSPECTIVE, NETWORKS, AND TOOLS NEEDED TO STRENGTHEN DIPLOMACY. THIS WORK SPANS EDUCATION AND TRAINING, HIGH-LEVEL CONVENINGS, AND INTERNATIONAL EXCHANGE. STRATEGIC PRIORITIES STRATEGIC PRIORITY 1: INCREASING U.S. COMPETITIVENESS: FUELING AMERICAN ECONOMIC GROWTH AND INNOVATION- THE MERIDIAN CENTER FOR CORPORATE DIPLOMACY IS WASHINGTON'S LEADING PLATFORM FOR COMMERCIAL DIPLOMACY, CONNECTING GLOBAL BUSINESS LEADERS WITH DIPLOMATS AND POLICYMAKERS TO NAVIGATE INTERNATIONAL MARKETS AND ADVANCE SHARED ECONOMIC AND GEOPOLITICAL GOALS. ACTING AS A BRIDGE BETWEEN THE PRIVATE SECTOR AND THE INTERNATIONAL AFFAIRS COMMUNITY, THE CENTER FOSTERS DIALOGUE ON ISSUES SUCH AS REGULATORY FRAMEWORKS, GLOBAL SUPPLY CHAINS, EMERGING TECHNOLOGIES, FOREIGN DIRECT INVESTMENT, AND MARKET ACCESS. STRATEGIC PRIORITY 2: GEOPOLITICAL RESILIENCE: EMPOWERING LEADERS AND ORGANIZATIONS TO ANTICIPATE, ADAPT AND RESPOND TO GLOBAL DISRUPTIONS- THE CENTER FOR DIPLOMATIC ENGAGEMENT SERVES AS A HUB FOR EDUCATION AND COLLABORATION AMONG THE INTERNATIONAL DIPLOMATIC CORPS AND U.S. PUBLIC AND PRIVATE SECTOR LEADERS ON EMERGING GLOBAL ISSUES. STRATEGIC PRIORITY 3: ALLIANCES & PARTNERSHIPS: STRENGTHENING INTERNATIONAL COLLABORATION TO TACKLE SHARED GLOBAL CHALLENGES- AS A PARTNER TO THE U.S. DEPARTMENT OF STATE, THE CENTER FOR GLOBAL LEADERSHIP DEVELOPS AND IMPLEMENTS INTERNATIONAL EXCHANGE AND TRAINING PROGRAMS TO STRENGTHEN COLLABORATION BETWEEN THE U.S. AND THE WORLD. THESE EXCHANGES FOSTER ALIGNMENT WITH U.S. VALUES AND INTERESTS WHILE GENERATING ECONOMIC IMPACT-EACH VISITOR CONTRIBUTES TO THE LOCAL ECONOMY THROUGH TRAVEL, LODGING, AND PROFESSIONAL SERVICES ACROSS DOZENS OF U.S. CITIES. FORM 990, PART VI, SECTION B, LINE 11B MERIDIAN'S PROCESS FOR THE FORM 990 IS TO HAVE THE FORM REVIEWED BY THE CFO & CEO, FOLLOWED BY A REVIEW BY THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE. THE FORM IS DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST TO SENIOR MANAGEMENT AS THEY ARISE. CONFLICT OF INTEREST STATEMENTS ARE UPDATED AND SIGNED BY EMPLOYEES ANNUALLY. TRUSTEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS UPON JOINING THE BOARD OF TRUSTEES AND THEREAFTER IF SOMETHING CHANGES. ACTUAL CONFLICTS OF TRUSTEES ARE REPORTED TO THE BOARD OF TRUSTEES. THE SENIOR MANAGEMENT TEAM MEETS AS NEEDED AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. PERSONS WITH A CONFLICT ARE PROHIBITED FROM ALL DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED BY INDEPENDENT TRUSTEES THROUGH A COMPENSATION COMMITTEE, WHICH REVIEWS COMPARABLE SALARY INFORMATION FROM OTHER ORGANIZATIONS, DISCUSSES THIS INFORMATION AND DOCUMENTS ITS DECISION IN CONTEMPORANEOUS MINUTES. COMPENSATION FOR OFFICERS OR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE VICE PRESIDENT AND THE CHIEF TALENT & ADMINISTRATIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 MERIDIAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT IS CONSISTENT WITH PRIOR YEARS. MERIDIAN GLOBAL LEADERSHIP INSTITUTE 1630 CRESCENT PLACE NW WASHINGTON DC 20009 462612419 EDUCATION & TRAINING DC 0 0 MERIDIAN INTERNATIONAL CENTER