AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH (EIN 53-0218495)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-18
- IRS object ID
- 202540779349300224
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-18T13:29:37-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RESEARCH COURT SUITE 400 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530218495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | POLICY RESEARCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2028625800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1789 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAZUKI KO | PersonNm |
| Person Title | VICE PRESIDENT,CFO & TREASURER | PersonTitleTxt |
| Phone | 2028625800 | PhoneNum |
| Signature | 2025-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 3016913600 | PhoneNum |
| Preparation | 2025-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT DOAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1789 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $104,831,056 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AEI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE AMERICAN ENTERPRISE INSTITUTE IS A COMMUNITY OF SCHOLARS AND SUPPORTERS COMMITTED TO EXPANDING LIBERTY, INCREASING INDIVIDUAL OPPORTUNITY, AND STRENGTHENING FREE ENTERPRISE. AEI PURSUES THESE IDEALS THROUGH INDEPENDENT THINKING AND THE HIGHEST STANDARDS OF RESEARCH AND EXPOSITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 356 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,096,841 | PYContributionsGrantsAmt |
| CY Contributions Grants | $59,215,174 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,531,939 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,582,868 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,179,425 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,963,897 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $190,536 | CYOtherRevenueAmt |
| PY Total Revenue | $53,808,205 | PYTotalRevenueAmt |
| CY Total Revenue | $67,952,475 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $815,014 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $843,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,808,814 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,632,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $45,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,933,580 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,135,246 | PYOtherExpensesAmt |
| CY Other Expenses | $28,498,965 | CYOtherExpensesAmt |
| PY Total Expenses | $66,819,074 | PYTotalExpensesAmt |
| CY Total Expenses | $71,020,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,010,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,067,941 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $348,427,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $353,111,569 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,438,610 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,091,249 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $340,988,505 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $348,020,320 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN ENTERPRISE INSTITUTE IS A COMMUNITY OF SCHOLARS AND SUPPORTERS COMMITTED TO EXPANDING LIBERTY, INCREASING INDIVIDUAL OPPORTUNITY, AND STRENGTHENING FREE ENTERPRISE. AEI PURSUES THESE IDEALS THROUGH INDEPENDENT THINKING AND THE HIGHEST STANDARDS OF RESEARCH AND EXPOSITION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,783,857 | ExpenseAmt |
| Grant | $843,900 | GrantAmt |
| Revenue | $1,463,752 | RevenueAmt |
| Desc | DOMESTIC POLICY STUDIES: AEI'S DOMESTIC POLICY STUDIES SCHOLARS EXPLORE A BROAD RANGE OF TOPICS INCLUDING K-12 AND HIGHER EDUCATION REFORM, CITIZENSHIP, ETHICS, JUDICIARY ISSUES, EXECUTIVE AND LEGISLATIVE POLITICS, POLLS AND ELECTIONS, FEDERALISM, POVERTY, CIVIL RIGHTS, CRIME, AND OTHER PUBLIC POLICY ISSUES. AEI'S SCHOLARS ARE THOUGHT LEADERS IN THEIR FIELDS AND CONVENE CONFERENCES, IN-PERSON AND ONLINE EVENTS, AND PUBLIC AND PRIVATE SEMINARS. IN ADDITION TO ITS MANY EVENTS AND SEMINARS, AEI PROMOTES ITS RESEARCH AND IDEAS THROUGH PRINT AND DIGITAL PUBLICATIONS, BLOG POSTS AND SOCIAL MEDIA, CONFERENCES, AND WORKING GROUPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,047,776 | ExpenseAmt |
| Revenue | $34,747 | RevenueAmt |
| Desc | FOREIGN AND DEFENSE POLICY STUDIES: AEI'S FOREIGN AND DEFENSE POLICY STUDIES SCHOLARS SEEK TO UNDERSTAND HOW AMERICAN INTERESTS AND POLITICAL AND ECONOMIC FREEDOM CAN BE PROTECTED AND ADVANCED AROUND THE WORLD. THE PROGRAM'S RESEARCH AREAS INCLUDE U.S. NATIONAL SECURITY AND DEFENSE, TERRORISM, INTERNATIONAL SOVEREIGNTY, AND U.S. POLICY IN THE MIDDLE EAST, ASIA, RUSSIA, AND NUMEROUS OTHER AREAS. AEI'S SCHOLARS FOCUS ON CURRENT POLICY ISSUES AS WELL AS THOSE FURTHER OVER THE HORIZON. IN THE PROCESS, THEY EDUCATE POLICYMAKERS, BUSINESS LEADERS, ACADEMICS, JOURNALISTS, STUDENTS, AND ALL INTERESTED CITIZENS ON OUR NATION'S MOST CRITICAL POLICY ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,097,989 | ExpenseAmt |
| Desc | SOCIAL, CULTURAL, AND CONSTITUTIONAL STUDIES: AEI'S SOCIAL CULTURAL AND CONSTITUTIONAL STUDIES SCHOLARS EXPLORE ISSUES RELATED TO THREE RESEARCH AREAS: 1.) LEGAL AND CONSTITUTIONAL TOPICS 2. POLITICS AND PUBLIC OPINION, AND 3. SOCIETY AND CULTURE. TOPICS STUDIED BY LEGAL AND CONSTITUTIONAL SCHOLARS INCLUDE CONGRESS, THE US PRESIDENCY, THE COURTS (INCLUDING THE SUPREME COURT OF THE UNITED STATES), THE ADMINISTRATIVE STATE, AND THE US CONSTITUTION. POLITICS AND PUBLIC OPINION SCHOLARS FOCUS ON POLLING, ELECTIONS, AND POLITICAL THEORY. SOCIETY AND CULTURE SCHOLARS STUDY AND COMMENT ON LIBERAL EDUCATION (SPECIFICALLY, THE HUMANITIES, HIGHER EDUCATION, AND CLASSICAL EDUCATION), CIVIL INSTITUTIONS, THE MEDIA, AMERICAN HISTORY, AND RELIGION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,753,315 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $19,753,315 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $54,682,937 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 276 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 356 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028625800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1789 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BEHDAD EGHBALI | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB MURLEY | ||||||||
| BD OF TRUSTEES - AS OF 3/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER B GALVIN | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD S ASNESS | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL A D'ANIELLO | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEEPA JAVERI | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD B RUST JR | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK J HANNA | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFFREY S REHNERT | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARLAN CROW | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARVEY GOLUB | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA F JONSSON | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN A LUKE JR | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN K HURLEY | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN B ROLLINS | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY O DENNIS | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC S LIPSCHULTZ | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN C ELTRICH III | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW K ROSE | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAT NEAL | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER H COORS | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAVENEL B CURRY III | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD DEVOS | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DOAR | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $1,052,158 | $0 | $71,807 | Yes (X) | ||
| ROBERT GREENHILL | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSS PEROT JR | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE RICHARD B CHENEY | ||||||||
| BD OF TRUSTEES - UNTIL 3/24 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TULLY M FRIEDMAN | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILL WEATHERFORD | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H WALTON | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILSON H TAYLOR | ||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON W BERTSCH | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $460,768 | $0 | $66,657 | Yes (X) | |||
| KAZUKI KO - VICE PRESIDENT | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $223,725 | $0 | $39,646 | Yes (X) | |||
| JOHN CUSEY - SENIOR VICE | ||||||||
| PRESIDENT, EXTERNAL RELATIONS | 40.00 | $265,835 | $0 | $63,991 | Yes (X) | |||
| KORI SCHAKE | ||||||||
| DIRECTOR, FDP | 40.00 | $358,140 | $0 | $49,529 | Yes (X) | |||
| MATTHEW CONTINETTI | ||||||||
| DIRECTOR, DOMESTIC POLICY | 40.00 | $239,205 | $0 | $56,058 | Yes (X) | |||
| MICHAEL R STRAIN | ||||||||
| DIRECTOR, ECONOMIC POLICY | 40.00 | $328,909 | $0 | $75,807 | Yes (X) | |||
| RYAN STREETER - DIRECTOR | ||||||||
| DOMESTIC POLICY - TO 8/23 | 40.00 | $187,672 | $0 | $41,220 | Yes (X) | |||
| SUZANNE B GERSHOWITZ - SENIOR VICE | ||||||||
| PRESIDENT & CHIEF OPERATING OFFICER | 40.00 | $326,379 | $0 | $70,196 | Yes (X) | |||
| YUVAL LEVIN | ||||||||
| DIRECTOR, SCCS | 40.00 | $375,116 | $0 | $66,257 | Yes (X) | |||
| ADAM WHITE | ||||||||
| SENIOR FELLOW | 40.00 | $270,508 | $0 | $59,926 | Yes (X) | |||
| DANIELLE PLETKA | ||||||||
| DISTINGUISHED SENIOR FELLOW | 40.00 | $270,610 | $0 | $33,266 | Yes (X) | |||
| FREDERICK HESS - SENIOR | ||||||||
| FELLOW & DIRECTOR, EDUCATION | 40.00 | $247,154 | $0 | $45,362 | Yes (X) | |||
| JAMES PETHOKOUKIS | ||||||||
| SENIOR FELLOW | 40.00 | $250,508 | $0 | $57,502 | Yes (X) | |||
| NICHOLAS EBERSTADT | ||||||||
| SENIOR FELLOW | 40.00 | $319,408 | $0 | $62,661 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,176,095 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $859,885 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 101 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEA ISLAND AQUISITION LLC | |||||
| PO BOX 30861 | SEA ISLAND | GA | 31561 | CONFERENCE EXPENSES | $2,509,209 |
| HARBINGER LLC | |||||
| 1301 K STREET NORTHWEST SUITE 300W | WASHINGTON | DC | 20005 | CONFERENCE EXPENSES | $1,507,073 |
| HALL CAPITAL PARTNERS LLC | |||||
| 1 MARITIME PLAZA 6TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISORY AND FUND MANAGEMENT | $468,912 |
| IPSOS PUBLIC AFFAIRS LLC | |||||
| PO BOX 360609 | PITTSBURGH | PA | 15251 | RESEARCH CONSULTING | $418,000 |
| ST REGIS ASPEN RESORT | |||||
| 315 EAST DEAN ST | ASPEN | CO | 81611 | CONFERENCE EXPENSES | $400,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $59,215,174 | AllOtherContributionsAmt |
| Noncash Contributions | $754,348 | NoncashContributionsAmt |
| Total Contributions | $59,215,174 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCES & EVENTS | 611430 | $1,328,364 | $1,328,364 | |
| DINING ROOM REVENUE | 722514 | $135,388 | $135,388 | |
| PUBLICATION ROYALTIES | 812900 | $84,369 | $84,369 | |
| RESEARCH PUB/MATERIALS | 541800 | $34,747 | $34,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,582,868 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,736,731 | TotalRevenueColumnAmt |
| Exclusion | $2,736,731 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,105,747 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,878,581 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,227,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,227,166 | TotalRevenueColumnAmt |
| Exclusion | $4,227,166 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $190,536 | TotalRevenueColumnAmt |
| Exclusion | $190,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $190,536 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,952,475 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,498,499 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,238,802 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,000 | TotalAmt |
| Program Services | $160,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,900 | TotalAmt |
| Program Services | $626,900 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,000 | TotalAmt |
| Program Services | $57,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,439,091 | TotalAmt |
| Program Services | $2,799,289 | ProgramServicesAmt |
| Management And General | $1,351,920 | ManagementAndGeneralAmt |
| Fundraising | $287,882 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,545,292 | TotalAmt |
| Program Services | $21,498,613 | ProgramServicesAmt |
| Management And General | $5,835,740 | ManagementAndGeneralAmt |
| Fundraising | $2,210,939 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,486,409 | TotalAmt |
| Management And General | $2,486,409 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,856,896 | TotalAmt |
| Management And General | $2,856,896 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,304,863 | TotalAmt |
| Management And General | $2,304,863 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,529 | TotalAmt |
| Management And General | $225,529 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,872 | TotalAmt |
| Management And General | $86,872 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Fundraising | $45,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,176 | TotalAmt |
| Management And General | $503,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,048,708 | TotalAmt |
| Program Services | $909,977 | ProgramServicesAmt |
| Management And General | $1,075,777 | ManagementAndGeneralAmt |
| Fundraising | $62,954 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,877 | TotalAmt |
| Program Services | $154,603 | ProgramServicesAmt |
| Management And General | $366,820 | ManagementAndGeneralAmt |
| Fundraising | $18,454 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,627,885 | TotalAmt |
| Program Services | $1,141,208 | ProgramServicesAmt |
| Management And General | $1,432,113 | ManagementAndGeneralAmt |
| Fundraising | $54,564 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110,162 | TotalAmt |
| Management And General | $4,110,162 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,413 | TotalAmt |
| Program Services | $941,940 | ProgramServicesAmt |
| Management And General | $81,166 | ManagementAndGeneralAmt |
| Fundraising | $483,307 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,187,469 | TotalAmt |
| Program Services | $7,094,933 | ProgramServicesAmt |
| Management And General | -$255,139 | ManagementAndGeneralAmt |
| Fundraising | $1,347,675 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,159,600 | TotalAmt |
| Program Services | $137,945 | ProgramServicesAmt |
| Management And General | $3,021,655 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,313 | TotalAmt |
| Management And General | $238,313 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH AND PUBLICATIO | $2,795,914 | $2,744,607 | $34,381 | $16,926 |
| SCHOLAR FEES | $2,469,048 | $2,469,048 | ||
| PROGRAM SUPPORT ALLOCAT | -$1 | $13,946,874 | -$15,352,754 | $1,405,879 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,020,416 | TotalAmt |
| Program Services | $54,682,937 | ProgramServicesAmt |
| Management And General | $10,403,899 | ManagementAndGeneralAmt |
| Fundraising | $5,933,580 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,803,221 | BOYAmt |
| EOY | $7,035,184 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,222,118 | BOYAmt |
| EOY | $4,730,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,665 | BOYAmt |
| EOY | $44,293 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,056,796 | BOYAmt |
| EOY | $1,314,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $154,273,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,562,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,915,397 | BOYAmt |
| EOY | $104,710,484 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,061,853 | BOYAmt |
| EOY | $115,159,528 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,958,529 | BOYAmt |
| EOY | $119,061,365 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,334,536 | BOYAmt |
| EOY | $1,055,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,427,115 | BOYAmt |
| EOY | $353,111,569 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,372,612 | BOYAmt |
| EOY | $4,037,512 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,065,998 | BOYAmt |
| EOY | $1,053,737 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,438,610 | BOYAmt |
| EOY | $5,091,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,419,760 | BOYAmt |
| EOY | $292,744,599 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,568,745 | BOYAmt |
| EOY | $55,275,721 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,988,505 | BOYAmt |
| EOY | $348,020,320 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,427,115 | BOYAmt |
| EOY | $353,111,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,067,941 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,549,409 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,449,653 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,381,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,846,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,205,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,096,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,215,174 | CurrentTaxYearAmt |
| Total | $280,746,117 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,381,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,846,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,205,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,096,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,215,174 | CurrentTaxYearAmt |
| Total | $280,746,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $42,445,664 | SubstantialContributorsTotAmt |
| Public Support Total170 | $238,300,453 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,669,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $781,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,424,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,306,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,736,731 | CurrentTaxYearAmt |
| Total | $11,918,946 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $190,537 | CurrentTaxYearAmt |
| Total | $190,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $292,855,600 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,809,957 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER MISCELLANEOUS INCOMES - 2023 AMOUNT: $ 190,537. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $42,500 | RevenuesIncludedAmt |
| Assets Included | $267,481 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,809,322 | BeginningYearBalanceAmt |
| Contributions | $6,390,720 | ContributionsAmt |
| Investment Earnings Or Losses | $12,446,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,475,591 | OtherExpendituresAmt |
| End Year Balance | $114,170,601 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,374,818 | BeginningYearBalanceAmt |
| Contributions | $3,980,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,562,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,107,579 | OtherExpendituresAmt |
| End Year Balance | $102,809,322 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,368,287 | BeginningYearBalanceAmt |
| Contributions | $1,580,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,862,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,711,467 | OtherExpendituresAmt |
| End Year Balance | $96,374,818 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,930,707 | BeginningYearBalanceAmt |
| Contributions | $480,000 | ContributionsAmt |
| Investment Earnings Or Losses | $31,530,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,573,163 | OtherExpendituresAmt |
| End Year Balance | $123,368,287 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,114,336 | BeginningYearBalanceAmt |
| Contributions | $648,826 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,358,750 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,473,705 | OtherExpendituresAmt |
| End Year Balance | $98,930,707 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64217 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22483 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,648,960 | OtherCostOrOtherBasisAmt |
| Book Value | $3,648,960 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,470,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,158,525 | DepreciationAmt |
| Book Value | $97,312,387 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,780,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,898,196 | DepreciationAmt |
| Book Value | $882,311 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,228,803 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,811,484 | DepreciationAmt |
| Book Value | $2,417,319 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,144,152 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,694,645 | DepreciationAmt |
| Book Value | $449,507 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $104,710,484 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (25 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOLDEN TREE MULTI-SECTOR CUSTOM FUND I (CAYMAN), LP | $12,296,299 | F |
| CEVIAN CAPITAL II LTD | $11,605,301 | F |
| HCP PRIVATE EQUITY FUND VIII-A, LP | $10,502,964 | F |
| EMPYREAN CAPITAL OVERSEAS FUND, LTD. | $10,335,149 | F |
| STEADFAST INTERNATIONAL LTD. | $9,255,837 | F |
| FINEPOINT CAPITAL PARTNERS II, LP | $8,655,634 | F |
| AMANSA FEEDER LTD | $8,639,649 | F |
| TACONIC OPPORTUNITY OFFSHORE FUND LTD | $8,122,862 | F |
| HCP PRIVATE EQUITY FUND IX-A, LP | $6,874,713 | F |
| WGI EMERGING MARKETS FUND, LLC | $5,511,329 | F |
| HCP PRIVATE EQUITY FUND X-A, LP | $5,188,080 | F |
| PRIME FINANCE LONG DURATION (B-PIECE) III, LP | $3,273,116 | F |
| HCP REAL ESTATE FUND III-A, LP | $2,773,333 | F |
| COREVIEW OFFSHORE FUND LIMITED | $2,447,284 | F |
| PRIME FINANCE LONG DURATION (B-PIECE) II, LP | $2,382,940 | F |
| VARDE INVESTMENT PARTNERS (OFFSHORE), LTD. | $2,040,398 | F |
| HCP ABSOLUTE RETURN FUND OFFSHORE FEEDER, LP | $1,960,522 | F |
| VELT PARTNERS FUND LLC | $1,949,891 | F |
| HCP PRIVATE EQUITY FUND XI-A, LP | $1,678,560 | F |
| FORTRESS CREDIT OPPORTUNITIES FUND V (B), LP | $1,473,786 | F |
| HCP REAL ESTATE FUND IV-A, LP | $1,212,885 | F |
| LUXOR CAPITAL PARTNERS OFFSHORE LIQUIDATING SPV, LTD. | $350,408 | F |
| FORTRESS CREDIT OPPORTUNITIES FUND VI (B), LP | $321,701 | F |
| PRIME FINANCE CMBS OPPORTUNITIES FUND 4, LP | $164,761 | F |
| FCOI II HOLDINGS, LP (FARALLON) | $43,963 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $119,061,365 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION OBLIGATION | $744,890 |
| LEASE LIABILITY | $308,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,053,737 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ART PIECES ARE DISPLAYED AT AEI AND ARE CONSIDERED A PUBLIC GOOD AVAILABLE FOR THE ENJOYMENT OF VISITORS OF AEI, WHICH INCLUDES THE GENERAL PUBLIC. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS PROVIDE LONG-TERM FINANCIAL SUPPORT FOR AEI'S GENERAL OPERATIONS AND FOR PARTICULAR RESEARCH. THE ENDOWMENT FUNDS OFTEN TAKE THE FORM OF NAMED CHAIRS FOR SCHOLARS WORKING IN PARTICULAR FIELDS. |
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS OTHER THAN A PRIVATE FOUNDATION. THE INSTITUTE, HOWEVER, IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME, TO THE IRS AND VARIOUS STATES. THE INSTITUTE HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2023. THE INCOME TAX POSITIONS TAKEN BY AEI FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE INSTITUTE CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THE INSTITUTE HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. AEI BELIEVES THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF AEI'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $1,500 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $4,500 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $3,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $34,500 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $3,000 |
| SOUTH AMERICA | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $1,500 |
| SOUTH ASIA | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $7,500 |
| SUB-SAHARAN AFRICA | 0 | 0 | TRAVEL STIPENDS TO RECIPIENTS LOCATED IN REGION | $1,500 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS IN ENTITIES LOCATED IN REGION | $67,097,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $57,000 | SubtotalSpentAmt |
| Continuation Spent | $67,097,673 | ContinuationSpentAmt |
| Total Spent | $67,154,673 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TRAVEL STIPENDS | NORTH AMERICA | 1 | $1,500 | WIRE |
| TRAVEL STIPENDS | EUROPE (INCLUDING ICELAND & GREENLAND) | 2 | $4,500 | WIRE |
| TRAVEL STIPENDS | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $3,000 | WIRE |
| TRAVEL STIPENDS | EAST ASIA AND THE PACIFIC | 16 | $34,500 | WIRE |
| TRAVEL STIPENDS | RUSSIA AND NEIGHBORING STATES | 1 | $3,000 | WIRE |
| TRAVEL STIPENDS | SOUTH AMERICA | 1 | $1,500 | WIRE |
| TRAVEL STIPENDS | SOUTH ASIA | 3 | $7,500 | WIRE |
| TRAVEL STIPENDS | SUB-SAHARAN AFRICA | 1 | $1,500 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OTHER ASSISTANCE PAID TO INDIVIDUALS OUTSIDE THE UNITED STATES IS SUPERVISED BY PROGRAM MANAGERS WHO PROVIDE OVERSIGHT, APPROVE PAYMENTS AND PROVIDE AN ACCOUNTING OF FUNDS SPENT. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IETSO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2907 BUTTERFIELD ROAD SUITE 150 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $45,000 | RetainedByContractorAmt |
| Net To Organization | -$45,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $45,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$45,000 | TotalNetToOrganizationAmt |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO | ||||||||
| 1126 E 59TH STREET | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $150,000 | $0 | RESEARCH GRANT |
| RENEW DEMOCRACY INITIATIVE | ||||||||
| 1230 6TH AVENUE 16TH FLOOR | NEW YORK | NY | 10020 | 822547275 | 501(C)(3) | $10,000 | $0 | CONFERENCE SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STIPENDS FOR VISITING SCHOLARS | 159 | $173,075 |
| TRAVEL STIPENDS TO RECIPIENTS | 337 | $453,825 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AEI REQUIRES THAT RECIPIENTS OF GRANTS SUBMIT REPORTS DETAILING THE OUTCOMES OF THE GRANT PROJECTS AND THE USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT DOAR | ||||||||||||||
| PRESIDENT | $648,858 | $0 | $325,000 | $0 | $78,300 | $0 | $39,600 | $0 | $32,207 | $0 | $1,123,965 | $0 | $0 | $0 |
| JASON W BERTSCH | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $436,068 | $0 | $10,000 | $0 | $14,700 | $0 | $39,600 | $0 | $27,057 | $0 | $527,425 | $0 | $0 | $0 |
| YUVAL LEVIN | ||||||||||||||
| DIRECTOR, SCCS | $344,976 | $0 | $24,500 | $0 | $5,640 | $0 | $39,600 | $0 | $26,657 | $0 | $441,373 | $0 | $0 | $0 |
| KORI SCHAKE | ||||||||||||||
| DIRECTOR, FDP | $328,720 | $0 | $26,000 | $0 | $3,420 | $0 | $39,600 | $0 | $9,929 | $0 | $407,669 | $0 | $0 | $0 |
| MICHAEL R STRAIN | ||||||||||||||
| DIRECTOR, ECONOMIC POLICY | $308,671 | $0 | $19,000 | $0 | $1,238 | $0 | $39,600 | $0 | $36,207 | $0 | $404,716 | $0 | $0 | $0 |
| SUZANNE B GERSHOWITZ - SENIOR VICE | ||||||||||||||
| PRESIDENT & CHIEF OPERATING OFFICER | $310,819 | $0 | $15,000 | $0 | $560 | $0 | $39,600 | $0 | $30,596 | $0 | $396,575 | $0 | $0 | $0 |
| NICHOLAS EBERSTADT | ||||||||||||||
| SENIOR FELLOW | $308,258 | $0 | $11,150 | $0 | $0 | $0 | $35,631 | $0 | $27,030 | $0 | $382,069 | $0 | $0 | $0 |
| ADAM WHITE | ||||||||||||||
| SENIOR FELLOW | $264,008 | $0 | $6,500 | $0 | $0 | $0 | $32,880 | $0 | $27,046 | $0 | $330,434 | $0 | $0 | $0 |
| JOHN CUSEY - SENIOR VICE | ||||||||||||||
| PRESIDENT, EXTERNAL RELATIONS | $250,835 | $0 | $15,000 | $0 | $0 | $0 | $32,817 | $0 | $31,174 | $0 | $329,826 | $0 | $0 | $0 |
| JAMES PETHOKOUKIS | ||||||||||||||
| SENIOR FELLOW | $250,508 | $0 | $0 | $0 | $0 | $0 | $30,480 | $0 | $27,022 | $0 | $308,010 | $0 | $0 | $0 |
| DANIELLE PLETKA | ||||||||||||||
| DISTINGUISHED SENIOR FELLOW | $262,610 | $0 | $8,000 | $0 | $0 | $0 | $32,620 | $0 | $646 | $0 | $303,876 | $0 | $0 | $0 |
| MATTHEW CONTINETTI | ||||||||||||||
| DIRECTOR, DOMESTIC POLICY | $238,705 | $0 | $500 | $0 | $0 | $0 | $29,449 | $0 | $26,609 | $0 | $295,263 | $0 | $0 | $0 |
| FREDERICK HESS - SENIOR | ||||||||||||||
| FELLOW & DIRECTOR, EDUCATION | $241,654 | $0 | $5,500 | $0 | $0 | $0 | $30,397 | $0 | $14,965 | $0 | $292,516 | $0 | $0 | $0 |
| KAZUKI KO - VICE PRESIDENT | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $223,725 | $0 | $0 | $0 | $0 | $0 | $27,550 | $0 | $12,096 | $0 | $263,371 | $0 | $0 | $0 |
| RYAN STREETER - DIRECTOR | ||||||||||||||
| DOMESTIC POLICY - TO 8/23 | $178,172 | $0 | $9,500 | $0 | $0 | $0 | $22,800 | $0 | $18,420 | $0 | $228,892 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: BOARD MEMBERS AND STAFF ARE PERMITTED TO BRING SPOUSES TO THE ANNUAL OFF-SITE MEETINGS, WORLD FORUM AND THE BOARD RETREAT. THESE AMOUNTS ARE NOT REPORTED AS TAXABLE COMPENSATION TO THE BOARD MEMBERS AND STAFF. |
| PART I, LINE 4B | ROBERT DOAR, 457(F) PLAN: $55,800 CONTRIBUTED DURING CALENDAR YEAR 2023 JASON BERTSCH, 457(F) PLAN: $0 CONTRIBUTED DURING CALENDAR YEAR 2023 |
| PART I, LINE 7 | INDIVIDUALS MAY RECEIVE NON-FIXED DISCRETIONARY BONUSES THROUGHOUT THE YEAR AT THE DISCRETION OF THE PRESIDENT. THE PRESIDENT MAY ALSO RECEIVE NON-FIXED DISCRETIONARY BONUSES THROUGHOUT THE YEAR AT THE DISCRETION OF THE BOARD OF TRUSTEES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE CHENEY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $98,000 | TransactionAmt |
| Transaction | EMPLOYEE COMPENSATION AND 403B EMPLOYER CONTRIBUTION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $611,616 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER EQUIPMENT | Desc |
| Contribution | 128 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,232 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | AEI HAS AN ACCOUNT WITH A SECURITIES BROKER TO ACCEPT STOCK DONATIONS. DONATIONS ARE SENT DIRECTLY TO THIS ACCOUNT AND ARE SOLD WITHIN A FEW BUSINESS DAYS OF RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AEI REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY, WHICH IS POSTED ON AEI'S WEBSITE, WWW.AEI.ORG/ABOUT. AEI SCHOLARS, FELLOWS, AND OFFICERS ARE REQUIRED TO PROVIDE ANNUAL REPORTS TO AEI'S PRESIDENT LISTING ALL OF THEIR OUTSIDE ACTIVITIES. THE PRESIDENT THEN PROVIDES A SUMMARY REPORT TO THE NOMINATING AND GOVERNANCE COMMITTEE OF AEI'S BOARD OF TRUSTEES. THE PRESIDENT MAY BRING PARTICULAR ISSUES TO THE ATTENTION OF THIS COMMITTEE OR TO AN INTERNAL COMMITTEE OF SENIOR SCHOLARS AND FELLOWS FOR THEIR REVIEW AND COUNSEL. THE NOMINATING AND GOVERNANCE COMMITTEE ALSO REVIEWS THE COMMERCIAL, PROFESSIONAL, AND CIVIC ENGAGEMENTS OF INDIVIDUALS BEING CONSIDERED FOR ELECTION TO THE BOARD OF TRUSTEES. AEI SCHOLARS AND FELLOWS ARE ALSO REQUIRED TO DISCLOSE IN THEIR PUBLISHED WORK ANY AFFILIATIONS THEY MAY HAVE WITH ORGANIZATIONS WITH A DIRECT INTEREST IN THE SUBJECT OF THAT WORK. WHEN MAKING HIRING DECISIONS TO AEI'S STAFF OR WHEN NOMINATING NEW MEMBERS TO AEI'S BOARD, AEI'S EXECUTIVE TEAM AND BOARD OF TRUSTEES STRESS TO CANDIDATES THE IMPORTANCE OF HONESTY AND INTEGRITY IN THEIR WORK. NEW EMPLOYEES ARE GIVEN A COPY OF AEI'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | AEI FOLLOWS THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION, AS STATED IN AEI'S BYLAWS: THE COMPENSATION OF AEI'S PRESIDENT SHALL BE RECOMMENDED BY THE EXECUTIVE COMMITTEE AND REVISED AT INTERVALS THE COMMITTEE DEEMS APPROPRIATE. THE LEVEL OF AND ANY ADJUSTMENTS TO THE PRESIDENT'S COMPENSATION SHALL BE GUIDED BY THE FOLLOWING FACTORS: (A) THE INTRINSIC QUALITY OF HIS/HER MANAGEMENT, INTELLECTUAL LEADERSHIP, AND PUBLIC REPRESENTATION OF THE INSTITUTE; (B) THE INTRINSIC QUALITY AND PUBLIC REPUTATION OF THE INSTITUTE'S RESEARCH, PUBLICATIONS, AND OTHER OUTPUTS AND THE QUANTITY AND EFFECTIVE DISSEMINATION OF THAT OUTPUT; (C) THE INSTITUTE'S FINANCIAL PERFORMANCE AND STABILITY; (D) THE COMPENSATION OF OTHER CHIEF EXECUTIVES WITH SIMILAR EXPERIENCE; (E) THE COMPENSATION OF CHIEF EXECUTIVES OF OTHER, SIMILAR ORGANIZATIONS; (F) COMPETITIVE CONSIDERATIONS RELEVANT TO THE RETENTION OF THE PRESIDENT AND HIS/HER LONG-TERM COMMITMENT TO THE INSTITUTE; (G) THE PRESIDENT'S SALARY HISTORY; AND (H) ADDITIONAL SIMILAR FACTORS THE EXECUTIVE COMMITTEE DEEMS APPROPRIATE. THE EXECUTIVE COMMITTEE SHALL MAINTAIN RECORDS OF ITS REVIEWS OF THE PRESIDENT'S COMPENSATION AND THE REASONS FOR ANY ADJUSTMENTS IT MAY RECOMMEND TO THAT COMPENSATION, AND SHALL INFORM THE BOARD OF TRUSTEES AT LEAST EVERY TWO YEARS OF ITS EVALUATION OF THE PRESIDENT'S PERFORMANCE AND ANY REVISIONS IT HAS MADE TO HIS/HER COMPENSATION FOR APPROVAL BY THE FULL BOARD OF TRUSTEES. SECTION 2. THE COMPENSATION OF AEI'S OFFICERS AND MANAGERS, SCHOLARS AND FELLOWS, RESEARCH AND ADMINISTRATIVE STAFF, AND ALL OTHER EMPLOYEES SHALL BE DETERMINED BY THE PRESIDENT AND REVIEWED AND REVISED AT INTERVALS THE PRESIDENT DEEMS APPROPRIATE. THE LEVEL OF AND ANY ADJUSTMENTS TO THE COMPENSATION OF AEI'S EMPLOYEES SHALL BE GUIDED BY FACTORS SIMILAR TO THOSE USED BY THE EXECUTIVE COMMITTEE IN DETERMINING THE PRESIDENT'S COMPENSATION, AS APPLIED TO THE PARTICULAR RESPONSIBILITIES OF EACH EMPLOYEE. THE PRESIDENT SHALL MAINTAIN RECORDS OF REVIEWS OF AND ANY ADJUSTMENTS TO THE COMPENSATION OF AEI'S EMPLOYEES AND SHALL PROVIDE TO THE EXECUTIVE COMMITTEE, AT LEAST EVERY TWO YEARS, A REPORT ON AEI'S COMPENSATION POLICIES AND STRUCTURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | AEIS ORGANIZATION AND PURPOSES AND STATEMENTS ON RESEARCH INTEGRITY, PUBLIC ADVOCACY, POLITICAL CAMPAIGNS AND OTHER PARTISAN ACTIVITIES, OUTSIDE ACTIVITIES, AND CONFLICTS OF INTERESTS ARE POSTED AND UPDATED REGULARLY ON AEI'S WEBSITE. AEI'S ANNUAL REPORT, AUDITED FINANCIALS, AND 990 ARE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHARGES OTHER THAN NET PERIODIC PENSION COSTS 50,347. DEVELOPMENT FEE LOSS -9,500,000. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AEI 1785 MASSACHUSETTS AVENUE PROPERTY OWNER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1789 MASSACHUSETTS AVENUE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300942628 | EIN |
| Primary Activities | COMMERCIAL REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ENTERPRISE INSITUTE FOR PUBLIC POLICY RESEARCH | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AEI 1789 MASSACHUSETTS PROPERTY OWNER LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1789 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352565244 | EIN |
| Primary Activities | REAL ESTATE INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ENTERPRISE INSITUTE FOR PUBLIC POLICY RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $1,934 | ShareOfTotalIncomeAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AEI 1785 MASSACHUSETTS AVENUE PROPERTY OWNER LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $1,335,281 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |