COUNCIL ON FOREIGN RELATIONS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL ON FOREIGN RELATIONS INC (EIN 13-1628168)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-01-16
- IRS object ID
- 202430169349300598
- Schema version
- 2022v5.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T08:53:43-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131628168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL ON FOREIGN RELATIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 2124349400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 EAST 68TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH C OLSON | PersonNm |
| Person Title | EXEC. VP & CFO & TREASURER | PersonTitleTxt |
| Phone | 2124349400 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEITH | PersonFirstNm |
| Person Last | OLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL FROMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 EAST 68TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $220,784,400 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CFR IS AN INDEPENDENT, NON-PARTISAN FOREIGN POLICY MEMBERSHIP ORGANIZATION. (SEE SCHED O). | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 711 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,393,355 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $72,860 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,637,329 | PYContributionsGrantsAmt |
| CY Contributions Grants | $63,113,857 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,360,271 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,849,543 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,097,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,382,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510,250 | PYOtherRevenueAmt |
| CY Other Revenue | $1,584,800 | CYOtherRevenueAmt |
| PY Total Revenue | $102,605,000 | PYTotalRevenueAmt |
| CY Total Revenue | $106,930,600 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,354,409 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,482,882 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,617,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,243,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,220,500 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,101,291 | PYOtherExpensesAmt |
| CY Other Expenses | $28,439,785 | CYOtherExpensesAmt |
| PY Total Expenses | $79,073,100 | PYTotalExpensesAmt |
| CY Total Expenses | $83,166,400 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,531,900 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,764,200 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $674,171,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $719,707,600 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $69,247,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,178,900 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $604,923,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $654,528,700 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COUNCIL ON FOREIGN RELATIONS (CFR) IS AN INDEPENDENT, NONPARTISAN MEMBERSHIP ORGANIZATION, THINK TANK, AND PUBLISHER DEDICATED TO BEING A RESOURCE FOR ITS MEMBERS, GOVERNMENT OFFICIALS, BUSINESS EXECUTIVES, JOURNALISTS, EDUCATORS AND (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,132,500 | ExpenseAmt |
| Grant | $1,482,882 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE DAVID ROCKEFELLER STUDIES PROGRAM: CFR'S THINK TANK ANALYZES PRESSING GLOBAL CHALLENGES AND OFFERS ACTIONABLE STEPS THAT POLICYMAKERS AND CITIZENS CAN TAKE TO ADDRESS THEM. THE MORE THAN SEVENTY FULL-TIME AND ADJUNCT FELLOWS IN STUDIES COVER ALL THE WORLD'S MAJOR REGIONS AND SIGNIFICANT FOREIGN POLICY ISSUES. IN ADDITION TO PRODUCING BOOKS, ARTICLES, OP-EDS, BLOGS, PODCASTS, AND INTERACTIVES, THE STUDIES PROGRAM ADMINISTERS ELEVEN FELLOWSHIP PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,151,600 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $11,709,500 | RevenueAmt |
| Desc | FOR OVER 100 YEARS, FOREIGN AFFAIRS HAS BEEN THE LEADING FORUM FOR SERIOUS DISCUSSION OF AMERICAN FOREIGN POLICY AND GLOBAL AFFAIRS. IT IS NOW A MULTIPLATFORM MEDIA ORGANIZATION WITH A PRINT MAGAZINE, A WEBSITE, A MOBILE SITE, A PODCAST, APPS AND SOCIAL MEDIA FEEDS. THROUGHOUT ITS HISTORY, FOREIGN AFFAIRS HAS STAYED TRUE TO ITS MISSION PUBLISHED IN THE FIRST ISSUE OF THE MAGAZINE IN 1922: "FOREIGN AFFAIRS WILL DEAL WITH QUESTIONS OF INTERNATIONAL INTEREST TODAY. THEY WILL COVER A BROAD RANGE OF SUBJECTS, NOT ONLY POLITICAL BUT HISTORICAL AND ECONOMIC. IN PURSUANCE OF ITS IDEALS FOREIGN AFFAIRS WILL NOT DEVOTE ITSELF TO THE SUPPORT OF ANY ONE CAUSE, HOWEVER WORTHY. LIKE THE COUNCIL ON FOREIGN RELATIONS FROM WHICH IT HAS SPRUNG IT WILL TOLERATE WIDE DIFFERENCES OF OPINION. (CONTINUED ON SCHEDULE O) ITS ARTICLES WILL NOT REPRESENT ANY CONSENSUS OF BELIEFS. WHAT IS DEMANDED OF THEM IS THAT THEY SHALL BE COMPETENT AND WELL INFORMED, REPRESENTING HONEST OPINIONS SERIOUSLY HELD AND CONVINCINGLY EXPRESSED." | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,112,400 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CFR'S WEBSITE, CFR.ORG, IS ONE OF THE ORGANIZATION'S PRIMARY COMMUNICATIONS CHANNELS TO ITS VARIOUS AUDIENCES. THE SITE PUBLISHES A RICH VARIETY OF TYPES OF CONTENT, INCLUDING THE DAILY NEWS ANALYSIS, BACKGROUNDERS, INTERVIEWS, PODCASTS, OPINION PIECES, FULL TEXT OF PUBLICATIONS FROM THE THINK TANK, RESOURCES IN SUPPORT OF THE VARIOUS OUTREACH INITIATIVES, VIDEOS AND TRANSCRIPTS OF ON-THE-RECORD MEETINGS AND SEMINARS AND MORE. THE SITE ALSO PROVIDES A COMPREHENSIVE ACCOUNT OF THE HISTORY AND ACTIVITIES OF CFR IN NEW YORK AND AT ITS WASHINGTON D.C. OFFICE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,217,100 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,140,043 | RevenueAmt |
| Desc | ALL OTHER PROGRAMMATIC ACTIVITIESCFR'S WEBSITE, CFR.ORG, IS ONE OF THE ORGANIZATION'S PRIMARY COMMUNICATIONS CHANNELS TO ITS VARIOUS AUDIENCES. THE SITE PUBLISHES A RICH VARIETY OF TYPES OF CONTENT, INCLUDING THE DAILY NEWS ANALYSIS, BACKGROUNDERS, INTERVIEWS, PODCASTS, OPINION PIECES, FULL TEXT OF PUBLICATIONS FROM THE THINK TANK, RESOURCES IN SUPPORT OF THE VARIOUS OUTREACH INITIATIVES, VIDEOS AND TRANSCRIPTS OF ON-THE-RECORD MEETINGS AND SEMINARS AND MORE. THE SITE ALSO PROVIDES A COMPREHENSIVE ACCOUNT OF THE HISTORY AND ACTIVITIES OF CFR IN NEW YORK AND AT ITS WASHINGTON D.C. OFFICE. THE STEPHEN M. KELLEN TERM MEMBER PROGRAM ENCOURAGES PROMISING YOUNG LEADERS IN GOVERNMENT, MEDIA, NONGOVERNMENTAL ORGANIZATIONS, LAW, BUSINESS, FINANCE, AND ACADEMIA TO ENGAGE IN A SUSTAINED CONVERSATION ON INTERNATIONAL AFFAIRS AND U.S. FOREIGN POLICY. THE PROGRAM ALLOWS THESE YOUNGER MEMBERS TO INTERACT WITH SEASONED FOREIGN-POLICY EXPERTS AND PARTICIPATE IN A WIDE VARIETY OF EVENTS DESIGNED ESPECIALLY FOR THEM. EACH YEAR A NEW CLASS OF TERM MEMBERS, BETWEEN THE AGES OF 30 AND 36, IS ELECTED TO A FIVE-YEAR MEMBERSHIP TERM. THE COUNCIL ON FOREIGN RELATIONS SPONSORS INDEPENDENT TASK FORCES TO ASSESS ISSUES OF CRITICAL IMPORTANCE TO U.S. FOREIGN POLICY. DIVERSE IN BACKGROUNDS AND PERSPECTIVES, TASK FORCE MEMBERS WORK TO REACH MEANINGFUL CONSENSUS ACROSS PARTISAN LINES ON MATTERS OF POLICY. SINCE THE PROGRAM'S INCEPTION IN 1995, TASK FORCES HAVE BECOME A TRADEMARK OF THE COUNCIL.STUDENTS TODAY LIVE IN A WORLD MORE CONNECTED THAN AT ANY POINT IN HISTORY, WHERE FAST-SPREADING VIRUSES, CARBON EMISSIONS, AND SCIENTIFIC BREAKTHROUGHS TRANSCEND BORDERS. TO SUCCESSFULLY NAVIGATE THE CHALLENGES AND OPPORTUNITIES AHEAD REQUIRES THAT THEY DEVELOP GLOBAL LITERACYTHE ESSENTIAL KNOWLEDGE, SKILLS, AND PERSPECTIVE NEEDED TO UNDERSTAND HOW OUR COMPLICATED AND FASCINATING WORLD WORKS. STUDENTS TODAY LIVE IN A WORLD MORE CONNECTED THAN AT ANY POINT IN HISTORY, WHERE FAST-SPREADING VIRUSES, CARBON EMISSIONS, AND SCIENTIFIC BREAKTHROUGHS TRANSCEND BORDERS. TO SUCCESSFULLY NAVIGATE THE CHALLENGES AND OPPORTUNITIES AHEAD REQUIRES THAT THEY DEVELOP GLOBAL LITERACYTHE ESSENTIAL KNOWLEDGE, SKILLS, AND PERSPECTIVE NEEDED TO UNDERSTAND HOW OUR COMPLICATED AND FASCINATING WORLD WORKS. SINCE 2015, CFR EDUCATION HAS DEVOTED ITSELF TO THIS VITAL WORK, DEVELOPING AWARD-WINNING CLASSROOM PRODUCTS DESIGNED TO INTRODUCE STUDENTS IN MIDDLE SCHOOL ALL THE WAY THROUGH GRADUATE SCHOOL TO THE FUNDAMENTALS OF FOREIGN POLICY AND INTERNATIONAL RELATIONS IN ORDER TO MAKE SENSE OF THE WORLD AROUND THEM.IN REGARDS TO OUTREACH INITIATIVES, THE COUNCIL IS COMMITTED TO REACHING OUT TO DIFFERENT CONSTITUENCIES SO THAT THEY BETTER UNDERSTAND THE WORLD AND THE FOREIGN POLICY CHOICES FACING THE UNITED STATES AND OTHER GOVERNMENTS. CFR IS DEVOTING MORE TIME AND ENERGY TO CONNECTING WITH AND SERVING AS A RESOURCE FOR GROUPS OF INTERESTED CITIZENS WHOSE VOICES ARE INCREASINGLY IMPORTANT TO THE NATIONAL FOREIGN POLICY DEBATE. THESE CONSTITUENCIES INCLUDE EDUCATORS AND STUDENTS; RELIGIOUS AND CONGREGATIONAL LEADERS; AND STATE AND LOCAL OFFICIALS; AND LOCAL JOURNALISTS. CFR'S ADDITIONAL PROGRAMS ARE EDUCATION, A NATIONAL PROGRAM AND A GLOBAL BOARD OF ADVISORS. FOR MORE INFORMATION, PLEASE VISIT THE ORGANIZATION'S WEBSITE, WWW.CFR.ORG.TOTAL EXPENSES ASSOCIATED WITH OTHER PROGRAM SERVICE ACTIVITIES ARE AS FOLLOWS:MEETINGS PROGRAM - $3,609,700 EDUCATION - $3,443,100 OUTREACH - $2,152,400 MEMBERSHIP - $2,119,600NATIONAL PROGRAM - $1,560,200 TERM MEMBER PROGRAM - $643,100 TASK FORCE - $587,800 GLOBAL BOARD OF ADVISORS - $101,200 TOTAL REVENUE ASSOCIATED WITH OTHER PROGRAM SERVICE ACTIVITIES ARE AS FOLLOWS:MEMBERSHIP DUES (NON-CONTRIBUTION) - $10,140,043 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,217,100 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $10,140,043 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $60,613,600 | 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 | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 325 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 711 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITH OLSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124349400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 EAST 68TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD N HAASS | ||||||||
| PRESIDENT (THRU 06/30/2023) | 35.00 | 0.00 | Yes (X) | Yes (X) | $1,868,393 | $0 | $59,851 | |
| DAVID M RUBENSTEIN | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAIR EFFRON | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMI MISCIK | ||||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THAD ALLEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS BEIM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AFSANEH MASHAYEKHI BESCHLOSS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET BRENNAN | ||||||||
| DIRECTOR (AS OF 07/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SYLIVIA MATHEWS BURWELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHTON B CARTER | ||||||||
| DIRECTOR (THRU 10/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH I CHENAULT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY COLES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CESAR CONDE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHANIEL FICK | ||||||||
| DIRECTOR (THRU 09/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE D FINK | ||||||||
| DIRECTOR (THRU 06/30/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE FRASER | ||||||||
| DIRECTOR (AS OF 07/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN C FREIDHEIM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY F GEITHNER | ||||||||
| DIRECTOR (THRU 06/30/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P GORMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN J HADLEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET PEGGY HAMBURG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEH CHARLES JOHNSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MANYIKA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H MCRAVEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET A NAPOLITANO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGHAN O'SULLIVAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEVEN J PAREKH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES PHILLIPS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD L PLEPLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH PORAT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENE POWELL JOBS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| L RAFAEL REIF | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES F TOWNSEND | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACEY T TRAVIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL H YERGIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FAREED ZAKARIA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH C OLSON | ||||||||
| EXEC. VP & CFO & TREASURER | 35.00 | 0.00 | Yes (X) | $519,740 | $0 | $61,457 | ||
| JAMES M LINDSAY | ||||||||
| SR. VP & DIRECTOR OF STUDIES | 35.00 | 0.00 | Yes (X) | $459,793 | $0 | $63,578 | ||
| SUZANNE E HELM | ||||||||
| VP, PHILANTHROPY & RELATION | 35.00 | 0.00 | Yes (X) | $393,925 | $0 | $60,048 | ||
| JAN MOWDER HUGHES | ||||||||
| VP & CHIEF HR OFFICER | 35.00 | 0.00 | Yes (X) | $325,684 | $0 | $59,953 | ||
| SHANNON O'NEIL | ||||||||
| VP, DEPUTY DIR. OF STUDIES | 35.00 | 0.00 | Yes (X) | $314,884 | $0 | $64,551 | ||
| CAROLINE N MCCALL | ||||||||
| VP, EDUCATION | 35.00 | 0.00 | Yes (X) | $311,439 | $0 | $59,457 | ||
| STEPHANIE SOLOMON | ||||||||
| VP, CHIEF REV OFF., FOREIGN | 35.00 | 0.00 | Yes (X) | $310,152 | $0 | $57,128 | ||
| NANCY D BODURTHA | ||||||||
| VP, MEETINGS & MEMBERSHIP | 35.00 | 0.00 | Yes (X) | $309,198 | $0 | $56,711 | ||
| IRINA FASKIANOS | ||||||||
| VP, NATIONAL PROGRAM & OUT | 35.00 | 0.00 | Yes (X) | $299,587 | $0 | $63,143 | ||
| IVA ZORIC | ||||||||
| VP,GLOB COM & MEDIA RELATIONS | 35.00 | 0.00 | Yes (X) | $300,806 | $0 | $57,009 | ||
| JEFFREY A REINKE | ||||||||
| SECRETARY OF THE CORPORATION | 35.00 | 0.00 | Yes (X) | $285,694 | $0 | $56,328 | ||
| LISA K SHIELDS - VP GLOB COM | ||||||||
| MEDIA REL. (THRU 05/2022) | 35.00 | 0.00 | Yes (X) | $182,239 | $0 | $9,153 | ||
| GIOVANNA M BAN | ||||||||
| CHIEF INVESTMENT OFFICER | 35.00 | 0.00 | $524,534 | $0 | $63,578 | Yes (X) | ||
| DANIEL A KURTZ-PHELAN | ||||||||
| EDITOR | 35.00 | 0.00 | $330,419 | $0 | $59,667 | Yes (X) | ||
| MIRIAM S HIGGINS | ||||||||
| GENERAL COUNSEL | 35.00 | 0.00 | $329,475 | $0 | $62,737 | Yes (X) | ||
| RAQUEL L CHMIELEWSKI | ||||||||
| DIRECTOR, INVESTMENTS | 35.00 | 0.00 | $309,342 | $0 | $28,914 | Yes (X) | ||
| MARTIN INDYK | ||||||||
| DISTINGUISHED FELLOW | 35.00 | 0.00 | $280,205 | $0 | $59,300 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,655,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,002,563 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 138 | 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 | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| GOODFOLK INC (DBA ROCKSTAR CODERS) | ||||||||||
| 142 TEMPLE ST THIRD FL | NEW HAVEN | CT | 06510 | WEBSITE DEVELOPMENT | $1,010,130 | |||||
| SUNSTATES SECURITY | ||||||||||
| 801 CORPORATE CENTER DRIVE SUITE 3 | RALEIGH | NC | 27607 | SECURITY PERSONNEL | $801,908 | |||||
| PRESERV BUILDING RESTORATION MANAGEMENT | ||||||||||
| 96 14TH STREET | BROOKLYN | NY | 11215 | CONSTRUCTION SERVICES | $718,854 | |||||
| APPNOVATION USA INC | ||||||||||
| WEBSITE DEVELOPMENT | $512,500 | 600-190 ALEXANDER STREET | VANCOUVER | BC | CA | V6A1B5 | ||||
| NEUMAN'S KITCHEN INC | ||||||||||
| 35-02 48TH AVENUE | LONG ISLAND CITY | NY | 11101 | CATERING SERVICES | $293,226 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,044,543 | MembershipDuesAmt |
| All Other Contributions | $58,069,314 | AllOtherContributionsAmt |
| Noncash Contributions | $561,890 | NoncashContributionsAmt |
| Total Contributions | $63,113,857 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FOREIGN AFFAIRS | 541800 | $11,709,500 | $10,739,200 | $970,300 |
| INDIVIDUAL MEMBERSHIP | 900099 | $9,036,200 | $9,036,200 | |
| CORPORATE MEMBERSHIP | 900099 | $1,103,843 | $1,103,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,849,543 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,202,500 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $474,895 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,727,605 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,977,100 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $459,200 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,517,900 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,517,900 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$51,840 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,569,740 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,568,700 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,388,800 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,179,900 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,179,900 | TotalRevenueColumnAmt |
| Exclusion | $17,179,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,200 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,800 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,400 | TotalRevenueColumnAmt |
| Exclusion | $3,400 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $63,500 | TotalRevenueColumnAmt |
| Exclusion | $63,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $63,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,930,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,879,243 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,393,355 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,544,145 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482,882 | TotalAmt |
| Program Services | $1,482,882 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,990,422 | TotalAmt |
| Program Services | $4,544,740 | ProgramServicesAmt |
| Management And General | $1,016,474 | ManagementAndGeneralAmt |
| Fundraising | $429,208 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,395,778 | TotalAmt |
| Program Services | $28,321,327 | ProgramServicesAmt |
| Management And General | $6,380,340 | ManagementAndGeneralAmt |
| Fundraising | $2,694,111 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,306,500 | TotalAmt |
| Program Services | $1,891,330 | ProgramServicesAmt |
| Management And General | $230,650 | ManagementAndGeneralAmt |
| Fundraising | $184,520 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,810,137 | TotalAmt |
| Program Services | $3,934,646 | ProgramServicesAmt |
| Management And General | $486,384 | ManagementAndGeneralAmt |
| Fundraising | $389,107 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,740,896 | TotalAmt |
| Program Services | $2,247,534 | ProgramServicesAmt |
| Management And General | $274,090 | ManagementAndGeneralAmt |
| Fundraising | $219,272 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,049 | TotalAmt |
| Program Services | $215,500 | ProgramServicesAmt |
| Management And General | $42,568 | ManagementAndGeneralAmt |
| Fundraising | $7,981 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,244,100 | TotalAmt |
| Management And General | $3,244,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,466,313 | TotalAmt |
| Program Services | $4,124,781 | ProgramServicesAmt |
| Management And General | $1,129,711 | ManagementAndGeneralAmt |
| Fundraising | $211,821 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,835,796 | TotalAmt |
| Program Services | $1,468,637 | ProgramServicesAmt |
| Management And General | $312,085 | ManagementAndGeneralAmt |
| Fundraising | $55,074 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,578,329 | TotalAmt |
| Program Services | $1,260,780 | ProgramServicesAmt |
| Management And General | $1,265,880 | ManagementAndGeneralAmt |
| Fundraising | $51,669 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,331,886 | TotalAmt |
| Program Services | $1,546,895 | ProgramServicesAmt |
| Management And General | $669,551 | ManagementAndGeneralAmt |
| Fundraising | $115,440 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250,800 | TotalAmt |
| Program Services | $1,072,800 | ProgramServicesAmt |
| Management And General | $87,400 | ManagementAndGeneralAmt |
| Fundraising | $90,600 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,561,200 | TotalAmt |
| Program Services | $2,115,700 | ProgramServicesAmt |
| Management And General | $109,600 | ManagementAndGeneralAmt |
| Fundraising | $335,900 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,709,200 | TotalAmt |
| Program Services | $887,400 | ProgramServicesAmt |
| Management And General | $767,400 | ManagementAndGeneralAmt |
| Fundraising | $54,400 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,946,400 | TotalAmt |
| Program Services | $1,829,900 | ProgramServicesAmt |
| Management And General | $995,700 | ManagementAndGeneralAmt |
| Fundraising | $120,800 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PUBLICATION & PRINTING | $3,178,300 | $3,153,700 | -$12,900 | $37,500 |
| MISCELLANEOUS | $1,071,412 | $515,048 | $333,267 | $223,097 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,166,400 | TotalAmt |
| Program Services | $60,613,600 | ProgramServicesAmt |
| Management And General | $17,332,300 | ManagementAndGeneralAmt |
| Fundraising | $5,220,500 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,081,600 | BOYAmt |
| EOY | $84,576,600 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,382,100 | BOYAmt |
| EOY | $31,566,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,042,000 | BOYAmt |
| EOY | $2,110,200 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,900 | BOYAmt |
| EOY | $220,100 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,500 | BOYAmt |
| EOY | $1,288,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $124,672,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,838,400 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,512,800 | BOYAmt |
| EOY | $58,834,200 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,557,300 | BOYAmt |
| EOY | $44,733,800 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,042,000 | BOYAmt |
| EOY | $496,377,300 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,171,200 | BOYAmt |
| EOY | $719,707,600 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,077,500 | BOYAmt |
| EOY | $9,100,300 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,283,000 | BOYAmt |
| EOY | $7,296,900 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,570,000 | BOYAmt |
| EOY | $44,430,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,317,200 | BOYAmt |
| EOY | $4,351,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,247,700 | BOYAmt |
| EOY | $65,178,900 | 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 | $135,316,200 | BOYAmt |
| EOY | $142,196,600 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,607,300 | BOYAmt |
| EOY | $512,332,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,923,500 | BOYAmt |
| EOY | $654,528,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,171,200 | BOYAmt |
| EOY | $719,707,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,764,200 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,875,500 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,965,500 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $72,864,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,409,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,549,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,637,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,113,857 | CurrentTaxYearAmt |
| Total | $243,574,560 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,864,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,409,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,549,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,637,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,113,857 | CurrentTaxYearAmt |
| Total | $243,574,560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $49,953,668 | SubstantialContributorsTotAmt |
| Public Support Total170 | $193,620,892 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,883,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,723,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,811,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,384,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,179,600 | CurrentTaxYearAmt |
| Total | $34,983,710 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $152,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,700 | CurrentTaxYearAmt |
| Total | $827,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $279,385,859 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $95,751,341 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66620 | 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 | MISCELLANEOUS - 2018 AMOUNT: $ 561,139. 2019 AMOUNT: $ 152,400. 2020 AMOUNT: $ 19,300. 2021 AMOUNT: $ 22,050. 2022 AMOUNT: $ 63,500. MERCHANDISE SALES - 2022 AMOUNT: $ 9,200. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $544,085,500 | BeginningYearBalanceAmt |
| Contributions | $10,641,200 | ContributionsAmt |
| Investment Earnings Or Losses | $40,316,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,381,400 | OtherExpendituresAmt |
| Administrative Expenses | $3,244,100 | AdministrativeExpensesAmt |
| End Year Balance | $564,417,300 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $589,309,500 | BeginningYearBalanceAmt |
| Contributions | $5,987,300 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,463,700 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,536,300 | OtherExpendituresAmt |
| Administrative Expenses | $3,211,300 | AdministrativeExpensesAmt |
| End Year Balance | $544,085,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,956,700 | BeginningYearBalanceAmt |
| Contributions | $8,758,400 | ContributionsAmt |
| Investment Earnings Or Losses | $123,588,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,632,900 | OtherExpendituresAmt |
| Administrative Expenses | $3,361,200 | AdministrativeExpensesAmt |
| End Year Balance | $589,309,500 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $475,831,751 | BeginningYearBalanceAmt |
| Contributions | $13,712,849 | ContributionsAmt |
| Investment Earnings Or Losses | $14,557,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,165,800 | OtherExpendituresAmt |
| Administrative Expenses | $1,979,900 | AdministrativeExpensesAmt |
| End Year Balance | $479,956,700 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $429,270,151 | BeginningYearBalanceAmt |
| Contributions | $58,911,500 | ContributionsAmt |
| Investment Earnings Or Losses | $10,195,100 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,584,700 | OtherExpendituresAmt |
| Administrative Expenses | $1,960,300 | AdministrativeExpensesAmt |
| End Year Balance | $475,831,751 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23320 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46590 | 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 | $7,252,000 | OtherCostOrOtherBasisAmt |
| Book Value | $7,252,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,356,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,888,033 | DepreciationAmt |
| Book Value | $30,468,567 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,185,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,831,363 | DepreciationAmt |
| Book Value | $19,353,837 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,052,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,119,004 | DepreciationAmt |
| Book Value | $933,796 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $826,000 | OtherCostOrOtherBasisAmt |
| Book Value | $826,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,834,200 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LONG TERM EQUITIES | $136,793,600 | F |
| DIVERSIFIERS | $118,630,400 | F |
| PRIVATE EQUITY FUNDS & VENTURE CAP. | $117,772,800 | F |
| GROWTH-ORIENTED HEDGE FUNDS | $64,759,600 | F |
| DEFLATION HEDGES AND FIXED INCOME | $55,195,200 | F |
| PRIVATE HARD ASSETS | $3,225,700 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $496,377,300 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT BENEFITS | $3,780,000 |
| INTEREST-RATE SWAP AGREEMENT | $571,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,351,700 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $129,986,700 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,875,500 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,965,500 | OtherRevenueAmt |
| Revenue Not Reported | $25,841,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $104,145,700 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,244,100 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$459,200 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,784,900 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $106,930,600 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $80,381,500 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $80,381,500 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,244,100 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$459,200 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,784,900 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $83,166,400 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE COUNCIL HOLDS A SUBSTANTIAL ENDOWMENT FOR THE PURPOSES OF FUNDING FUTURE PROGRAMMATIC ACTIVITIES, INCLUDING SEMINARS, PUBLICATIONS, WEBSITE ACTIVITIES AND MORE. THE COUNCIL'S ENDOWMENT PRINCIPAL SHALL BE LEFT UNTOUCHED, WITH THE EARNINGS ON THE INVESTMENTS TO BE APPROPRIATED FOR EXPENDITURES CONSISTENT WITH THE COUNCIL'S TAX-EXEMPT MISSION. |
| PART X, LINE 2: | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CFR HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS SECTION PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. CFR IS EXEMPT FROM FEDERAL AND NEW YORK STATE INCOME TAXATION BY VIRTUE OF BEING AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND SIMILAR PROVISIONS OF THE NEW YORK STATE TAX CODE. NEVERTHELESS, CFR MAY BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. CFR BELIEVES THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS WITHIN ITS FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST-RATE SWAP AGREEMENT 2,032,500. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC COSTS -67,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RE-CLASS OF RENTAL EXPENSES TO OFFSET RENTAL INCOME -459,200. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RE-CLASS OF RENTAL EXPENSES TO OFFSET RENTAL INCOME -459,200. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $337,804,633 | RegionTotalExpendituresAmt |
| 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 | $337,804,633 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $337,804,633 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART IV | THE COUNCIL ON FOREIGN RELATIONS INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. THE COUNCIL, LIKEWISE, MAKES DIRECT INVESTMENTS INTO CORPORATIONS DOMICILED OUTSIDE THE UNITED STATES. NEVERTHELESS, CFR'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (13 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| IAF FELLOWSHIP | 9 | $596,458 |
| IAF FELLOWSHIP IN NATIONAL SECURITY | 4 | $288,750 |
| IAF FELLOWSHIP IN JAPAN | 6 | $119,350 |
| EDWARD R. MURROW PRESS FELLOWSHIP | 1 | $100,000 |
| IAF FELLOWSHIP FOR TENURED INT. RELATIONS SCHOLARS | 10 | $89,634 |
| STANTON NUCLEAR SECURITY FELLOWSHIP | 1 | $80,000 |
| IAF FELLOWSHIP IN CANADA | 1 | $71,250 |
| SMITH RICHARDSON FOUNDATION GRANT | 1 | $54,940 |
| IAF FELLOWSHIP IN INDIA | 2 | $45,000 |
| THE DAVID ROCKEFELLER STUDIES PROGRAM | 1 | $20,000 |
| ARTHUR ROSS BOOK AWARD GOLD PRIZE RECIPIENT | 1 | $10,000 |
| ARTHUR ROSS BOOK AWARD SILVER PRIZE RECIPIENT | 1 | $5,000 |
| ARTHUR ROSS BOOK AWARD BRONZE PRIZE RECIPIENT | 1 | $2,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I | FormAndLineReferenceDesc |
| Explanation | THE COUNCIL ON FOREIGN RELATIONS FELLOWSHIP PROGRAM OFFERS UNIQUE OPPORTUNITIES FOR MID AND SENIOR CAREER PROFESSIONALS FOCUSING ON INTERNATIONAL RELATIONS. SELECTED FELLOWS HAVE THE OPPORTUNITY TO BROADEN THEIR PERSPECTIVE OF FOREIGN AFFAIRS EITHER BY PURSUING RESEARCH OR WORKING IN A POLICY-ORIENTED SETTING. THE INTERNATIONAL AFFAIRS FELLOWSHIP (IAF) IS THE HALLMARK FELLOWSHIP PROGRAM OF CFR THAT AIMS TO BRIDGE THE GAP BETWEEN THE STUDY AND MAKING OF U.S. FOREIGN POLICY BY CREATING THE NEXT GENERATION OF SCHOLAR-PRACTITIONERS. THE PROGRAM OFFERS ITS FELLOWS THE UNIQUE CHANCE TO EXPERIENCE A NEW FIELD AND GAIN A DIFFERENT PERSPECTIVE AT A PIVOTAL MOMENT IN THEIR CAREERS.THE FELLOWSHIP TERM IS USUALLY TWELVE MONTHS; THE FELLOWS ARE PAID IN EQUAL MONTHLY INSTALLMENTS DURING THE YEAR. THE COUNCIL DOES NOT MONITOR THE USE OF THE GRANT FUNDS AS AN INDIVIDUAL WILL ONLY RECEIVE HIS OR HER MONTHLY INSTALLMENT SO LONG AS THEY DEMONSTRATE COMPLIANCE WITH THE TERMS OF THE FELLOWSHIP PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | 0 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD N HAASS | ||||||||||||||
| PRESIDENT (THRU 06/30/2023) | $483,032 | $0 | $451,000 | $0 | $934,361 | $0 | $22,928 | $0 | $36,923 | $0 | $1,928,244 | $0 | $0 | $0 |
| GIOVANNA M BAN | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $442,174 | $0 | $82,000 | $0 | $360 | $0 | $23,805 | $0 | $39,773 | $0 | $588,112 | $0 | $0 | $0 |
| KEITH C OLSON | ||||||||||||||
| EXEC. VP & CFO & TREASURER | $404,188 | $0 | $115,000 | $0 | $552 | $0 | $23,805 | $0 | $37,652 | $0 | $581,197 | $0 | $0 | $0 |
| JAMES M LINDSAY | ||||||||||||||
| SR. VP & DIRECTOR OF STUDIES | $337,779 | $0 | $120,200 | $0 | $1,814 | $0 | $23,805 | $0 | $39,773 | $0 | $523,371 | $0 | $0 | $0 |
| SUZANNE E HELM | ||||||||||||||
| VP, PHILANTHROPY & RELATION | $309,841 | $0 | $82,500 | $0 | $1,584 | $0 | $22,866 | $0 | $37,182 | $0 | $453,973 | $0 | $0 | $0 |
| MIRIAM S HIGGINS | ||||||||||||||
| GENERAL COUNSEL | $276,443 | $0 | $52,000 | $0 | $1,032 | $0 | $22,964 | $0 | $39,773 | $0 | $392,212 | $0 | $0 | $0 |
| DANIEL A KURTZ-PHELAN | ||||||||||||||
| EDITOR | $265,179 | $0 | $65,000 | $0 | $240 | $0 | $22,015 | $0 | $37,652 | $0 | $390,086 | $0 | $0 | $0 |
| JAN MOWDER HUGHES | ||||||||||||||
| VP & CHIEF HR OFFICER | $239,117 | $0 | $85,000 | $0 | $1,567 | $0 | $20,180 | $0 | $39,773 | $0 | $385,637 | $0 | $0 | $0 |
| SHANNON O'NEIL | ||||||||||||||
| VP, DEPUTY DIR. OF STUDIES | $257,182 | $0 | $57,150 | $0 | $552 | $0 | $21,785 | $0 | $42,766 | $0 | $379,435 | $0 | $0 | $0 |
| CAROLINE N MCCALL | ||||||||||||||
| VP, EDUCATION | $235,435 | $0 | $75,000 | $0 | $1,004 | $0 | $19,684 | $0 | $39,773 | $0 | $370,896 | $0 | $0 | $0 |
| STEPHANIE SOLOMON | ||||||||||||||
| VP, CHIEF REV OFF., FOREIGN | $244,797 | $0 | $65,000 | $0 | $355 | $0 | $20,205 | $0 | $36,923 | $0 | $367,280 | $0 | $0 | $0 |
| NANCY D BODURTHA | ||||||||||||||
| VP, MEETINGS & MEMBERSHIP | $238,061 | $0 | $70,000 | $0 | $1,137 | $0 | $19,788 | $0 | $36,923 | $0 | $365,909 | $0 | $0 | $0 |
| IRINA FASKIANOS | ||||||||||||||
| VP, NATIONAL PROGRAM & OUT | $231,550 | $0 | $67,500 | $0 | $537 | $0 | $19,684 | $0 | $43,459 | $0 | $362,730 | $0 | $0 | $0 |
| IVA ZORIC | ||||||||||||||
| VP,GLOB COM & MEDIA RELATIONS | $243,309 | $0 | $45,000 | $0 | $12,497 | $0 | $20,086 | $0 | $36,923 | $0 | $357,815 | $0 | $0 | $0 |
| JEFFREY A REINKE | ||||||||||||||
| SECRETARY OF THE CORPORATION | $207,797 | $0 | $65,000 | $0 | $12,897 | $0 | $17,405 | $0 | $38,923 | $0 | $342,022 | $0 | $0 | $0 |
| MARTIN INDYK | ||||||||||||||
| DISTINGUISHED FELLOW | $262,111 | $0 | $13,150 | $0 | $4,944 | $0 | $21,648 | $0 | $37,652 | $0 | $339,505 | $0 | $0 | $0 |
| RAQUEL L CHMIELEWSKI | ||||||||||||||
| DIRECTOR, INVESTMENTS | $267,602 | $0 | $41,500 | $0 | $240 | $0 | $21,964 | $0 | $6,950 | $0 | $338,256 | $0 | $0 | $0 |
| LISA K SHIELDS - VP GLOB COM | ||||||||||||||
| MEDIA REL. (THRU 05/2022) | $97,518 | $0 | $75,000 | $0 | $9,721 | $0 | $7,902 | $0 | $1,251 | $0 | $191,392 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN ACCORDANCE WITH HIS EMPLOYMENT CONTRACT, THE COUNCIL PROVIDES THE PRESIDENT A HOUSING ALLOWANCE WHICH IS GROSSED UP AND INCLUDED IN HIS TAXABLE WAGES. THAT HOUSING ALLOWANCE IS REFLECTED ON SCHEDULE J, PART II, COLUMN (B)(III). SCHEDULE J, PART II, COLUMN (B)(III) ALSO REFLECTS TAX GROSS UP PAYMENTS ON A PORTION OF THE PRESIDENT'S COMPENSATION PAID IN LIGHT OF IRS LIMITS ON RETIREMENT PLAN COMPENSATION. |
| PART I, LINE 7 | NON-FIXED PAYMENTS THE COUNCIL ON FOREIGN RELATIONS PROVIDES DISCRETIONARY BONUSES TO OFFICERS AND KEY EMPLOYEES REPORTED ON THE ORGANIZATION'S FORM 990. THE PROCESS FOR DETERMINING THOSE BONUSES HAS BEEN DESCRIBED IN SCHEDULE O WHERE THE COUNCIL DISCUSSES ITS COMPENSATION PROCESS. THE COUNCIL'S COMPENSATION AND BONUSES ARE DETERMINED IN THE SAME PROCESS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 25483VJU9 | CUSIPNum |
| Bond Issued | 2012-09-04 | BondIssuedDt |
| Issue Price | $62,680,000 | IssuePriceAmt |
| Purpose | ACQUISITION/RENOVATION OFFICE BUILDING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $18,250,000 | RetiredAmt |
| Total Proceeds | $62,680,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $3,297,400 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $62,680,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2010 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.01860 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01860 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | THE COUNCIL ON FOREIGN RELATIONS COMMISSIONED AN ARBITRAGE REBATE CALCULATION FROM AN INDEPENDENT THIRD PARTY CONSULTANT IN SEPTEMBER OF 2019. THE REPORT CONCLUDED THAT THERE IS NO REBATE DUE ON THE EXISTING BOND. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANINE HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY OF FORM. TR. | RelationshipDescriptionTxt |
| Transaction | $129,817 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII | FormAndLineReferenceDesc |
| Explanation | JANINE HILL IS AN EMPLOYEE OF THE COUNCIL ON FOREIGN RELATIONS AND RECEIVED W-2 COMPENSATION OF $129,817. MS. HILL IS THE SPOUSE OF A FORMER COUNCIL BOARD MEMBER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $561,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET 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 | TO THE EXTENT THAT THE COUNCIL ON FOREIGN RELATIONS RECEIVES ANY NON-CASH DONATIONS (USUALLY IN THE FORM OF SECURITIES, BONDS, ETC.), THE ORGANIZATION EMPLOYS ITS INVESTMENT ADVISOR TO LIQUIDATE THE INVESTMENTS. COLUMN B, NUMBER OF CONTRIBUTIONS OR ITEMS RECEIVED THE COUNCIL ON FOREIGN RELATIONS IS REPORTING THE AMOUNT OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION (CONTINUED) | STUDENTS, CIVIC AND RELIGIOUS LEADERS, AND OTHER INTERESTED CITIZENS IN ORDER TO HELP THEM BETTER UNDERSTAND THE WORLD AND THE FOREIGN POLICY CHOICES FACING THE UNITED STATES AND OTHER COUNTRIES. FOUNDED IN 1921, CFR TAKES NO INSTITUTIONAL POSITIONS ON MATTERS OF POLICY. CFR CARRIES OUT ITS MISSION BY MAINTAINING A DIVERSE MEMBERSHIP, INCLUDING SPECIAL PROGRAMS TO PROMOTE INTEREST AND DEVELOP EXPERTISE IN THE NEXT GENERATION OF FOREIGN POLICY LEADERS. CONVENING MEETINGS AT ITS HEADQUARTERS IN NEW YORK AND IN WASHINGTON, D.C., AND OTHER CITIES WHERE SENIOR GOVERNMENT OFFICIALS, MEMBERS OF CONGRESS, GLOBAL LEADERS, AND PROMINENT THINKERS COME TOGETHER WITH CFR MEMBERS TO DISCUSS AND DEBATE MAJOR INTERNATIONAL ISSUES. SUPPORTING A STUDIES PROGRAM THAT FOSTERS INDEPENDENT RESEARCH, ENABLING CFR SCHOLARS TO PRODUCE ARTICLES, REPORTS, AND BOOKS AND HOLD ROUNDTABLES THAT ANALYZE FOREIGN POLICY ISSUES AND MAKE CONCRETE POLICY RECOMMENDATIONS. PUBLISHING FOREIGN AFFAIRS, THE PREEMINENT JOURNAL ON INTERNATIONAL AFFAIRS AND U.S. FOREIGN POLICY. SPONSORING INDEPENDENT TASK FORCES THAT PRODUCE REPORTS WITH BOTH FINDINGS AND POLICY PRESCRIPTIONS ON THE MOST IMPORTANT FOREIGN POLICY TOPICS. PROVIDING UP TO DATE INFORMATION AND ANALYSIS ABOUT WORLD EVENTS AND U.S. FOREIGN POLICY ON ITS WEBSITE, CFR.ORG |
| FORM 990, PART VI, SECTION A, LINE 2 | PRESIDENT, RICHARD N. HAASS AND VICE CHAIRMAN, BLAIR EFFRON HAVE A BUSINESS RELATIONSHIP. PRESIDENT, RICHARD N. HAASS AND DIRECTOR, STEPHEN C. FREIDHEIM HAVE A BUSINESS RELATIONSHIP. PRESIDENT, RICHARD N. HAASS AND BOARD OF DIRECTOR MEMBER, NICHOLAS BEIM HAVE A BUSINESS RELATIONSHIP. CHAIRMAN, DAVID M. RUBENSTEIN AND BOARD OF DIRECTOR MEMBER, ASHTON B. CARTER HAVE A BUSINESS RELATIONSHIP. CHAIRMAN, DAVID M. RUBENSTEIN AND BOARD OF DIRECTOR MEMBER, DANIEL H. YERGIN HAVE A BUSINESS RELATIONSHIP. VICE CHAIRMAN, JAMI MISCIK AND BOARD OF DIRECTOR MEMBER, JAMES P. GORMAN HAVE A BUSINESS RELATIONSHIP. BOARD OF DIRECTOR MEMBERS, JAMES MANYIKA AND RUTH PORAT HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS THE COUNCIL ON FOREIGN RELATIONS IS FIRST AND FOREMOST A MEMBERSHIP ORGANIZATION. THE COUNCIL'S MEMBERSHIP REPRESENTS A GROUP UNMATCHED IN ACCOMPLISHMENT AND DIVERSITY IN THE FIELD OF INTERNATIONAL AFFAIRS. BASED THROUGHOUT THE COUNTRY AND AROUND THE WORLD, CFR MEMBERS ARE EXPOSED TO TOP TALENT AND EXPERTISE BROUGHT TOGETHER TO GENERATE INTELLECTUAL CONVERSATION REGARDING THE MOST RELEVANT TOPICS IN FOREIGN POLICY AND INTERNATIONAL RELATIONS. WITH OVER 5,000 MEMBERS, THE INSTITUTION'S RANKS INCLUDE TOP GOVERNMENT OFFICIALS, SCHOLARS, LAWYERS, NONPROFIT PROFESSIONALS, JOURNALISTS, EDUCATORS, RELIGIOUS LEADERS, AND BUSINESS EXECUTIVES. THE COUNCIL ALSO HAS A CORPORATE PROGRAM THAT PROVIDES A UNIQUE FORUM FOR PROFESSIONALS IN THE PRIVATE SECTOR TO INTERACT WITH LEADERS IN GOVERNMENT, ACADEMIA, CIVIL SOCIETY, AND THE MEDIA ON ISSUES AT THE INTERSECTION OF BUSINESS AND POLICY. CORPORATE MEMBERS HAVE ACCESS TO BRIEFINGS WITH CFR'S REGIONAL AND TOPICAL EXPERTS, MEMBERS-ONLY ACCESS TO CFR AND FOREIGN AFFAIRS ANALYSIS AND PUBLICATIONS, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR RISING YOUNGER AND EARLY-CAREER EXECUTIVES. |
| FORM 990, PART VI, SECTION A, LINE 7A | GOVERNANCE DECISIONS SUBJECT TO APPROVAL THE MEMBERSHIP OF THE COUNCIL ON FOREIGN RELATIONS ELECTS ALL OF THE VOTING MEMBERS OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE ARTICLES OF INCORPORATION MUST BE APPROVED BY A MAJORITY OF MEMBERS OF THE COUNCIL ON FOREIGN RELATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE NARRATIVE ON FORM 990, PART VI, SECTION A, LINE 7A |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS FOR REVIEWING FORM 990 THE COUNCIL ON FOREIGN RELATION'S FORM 990 WAS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S SENIOR MANAGEMENT AND AUDIT COMMITTEE OF THE BOARD. A DRAFT COPY OF THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD AND REVISED AS NECESSARY WITH THEIR INPUT. ONCE THE AUDIT COMMITTEE APPROVES THE FORM 990 FOR FILING, A COPY IS CIRCULATED TO THE FULL BOARD FOR THEIR REVIEW AND APPROVAL. EACH DIRECTOR OF THE BOARD IS GIVEN THE OPPORTUNITY TO COMMENT ON THE FORM 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY ENFORCEMENT AND MONITORING EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE OF THE COUNCIL ON FOREIGN RELATIONS IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE AUDIT COMMITTEE OF THE BOARD. THE AUDIT COMMITTEE REVIEWS EACH REPORTED POTENTIAL CONFLICT OF INTEREST AND REPORTS IT RECOMMENDATIONS REGARDING THE REPORTED MATTERS TO THE FULL BOARD FOR APPROVAL. THE COUNCIL'S CONFLICT OF INTEREST POLICY REQUIRES ANY PARTY WITH A POTENTIAL CONFLICT TO RECUSE THEMSELVES FROM THE BOARD'S DELIBERATIONS AND ALSO REQUIRES THAT POTENTIAL CONFLICTS BE REPORTED AS SOON AS THEY ARISE. POTENTIAL CONFLICTS OF INTEREST ARE ADDRESSED IMMEDIATELY UPON REPORTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE COUNCIL ON FOREIGN RELATIONS UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION PAID TO ITS OFFICERS AND KEY EMPLOYEES, INCLUDING THE PRESIDENT, IS REASONABLE, GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. THE COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPOSED OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION, UNDERTAKES AN ANNUAL REVIEW AND APPROVAL OF COMPENSATION. TO ASSIST THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE REGULARLY ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO COMPLETE A MARKET ASSESSMENT AND COMPETITIVE POSITION ANALYSIS FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE PRESIDENT. THE COMPENSATION CONSULTANT UTILIZES COMPARABILITY AND BENCHMARKING SURVEYS, AS WELL AS FORM 990S OF COMPARABLE ORGANIZATIONS, TO ENSURE THAT THE COUNCIL COMPENSATES ITS EXECUTIVES COMMENSURATE WITH THE MARKET. COMPENSATION DECISIONS AND REPORTS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING OF THE COMPENSATION COMMITTEE. THE MOST RECENT COMPENSATION STUDY WAS COMMISSIONED IN MAY OF 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE COUNCIL ON FOREIGN RELATIONS' FORM 990, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE COUNCIL'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE, WWW.CFR.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST-RATE SWAP AGREEMENT 2,032,500. POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC COSTS -67,000. |