AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH (EIN 53-0218495)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-09
- IRS object ID
- 202230689349300728
- Schema version
- 2020v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-09T11:37:18-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521754364 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E COHEN AND COMPANY CPAS | 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 | 2020-07-01 | 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 | CFO & TREASURER | PersonTitleTxt |
| Phone | 2028625800 | PhoneNum |
| Signature | 2022-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAZUKI | PersonFirstNm |
| Person Last | KO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW DUVALL CPA | PreparerPersonNm |
| PTIN | P01324790 | PTIN |
| Phone | 3016913600 | PhoneNum |
| Preparation | 2022-03-09 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $114,617,442 | 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 | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 318 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $150,038 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $134,091 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,381,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $71,846,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $779,009 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $477,488 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,875,570 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,417,877 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $48,035,784 | PYTotalRevenueAmt |
| CY Total Revenue | $80,742,317 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $620,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $523,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,336,118 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,417,110 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,997,729 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,682,724 | PYOtherExpensesAmt |
| CY Other Expenses | $18,056,784 | CYOtherExpensesAmt |
| PY Total Expenses | $51,698,842 | PYTotalExpensesAmt |
| CY Total Expenses | $51,057,669 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,663,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,684,648 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $309,675,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $389,314,676 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,632,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,428,711 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $303,043,149 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $381,885,965 | 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 | $10,737,271 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Desc | DOMESTIC POLICY STUDIESAEI'S DOMESTIC POLICY STUDIES SCHOLARS EXPLORE A BROAD RANGE OF TOPICSINCLUDING K-12 AND HIGHER EDUCATION REFORM, CITIZENSHIP, ETHICS,JUDICIARY ISSUES, EXECUTIVE AND LEGISLATIVE POLITICS, POLLS ANDELECTIONS, FEDERALISM, POVERTY, CIVIL RIGHTS, CRIME, AND OTHER PUBLICPOLICY ISSUES. AEI'S SCHOLARS ARE THOUGHT LEADERS IN THEIRFIELDS AND CONVENE CONFERENCES, IN-PERSON AND ONLINE EVENTS, AND PUBLICAND PRIVATE SEMINARS. IN ADDITION TO ITS MANY EVENTS AND SEMINARS, AEIPROMOTES 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 | $9,125,076 | ExpenseAmt |
| Desc | FOREIGN AND DEFENSE POLICY STUDIESAEI'S FOREIGN AND DEFENSE POLICY STUDIES SCHOLARS SEEK TO UNDERSTANDHOW AMERICAN INTERESTS AND POLITICAL AND ECONOMIC FREEDOM CAN BEPROTECTED AND ADVANCED AROUND THE WORLD. THE PROGRAM'S RESEARCH AREASINCLUDE U.S. NATIONAL SECURITY AND DEFENSE, TERRORISM, INTERNATIONALSOVEREIGNTY, AND U.S. POLICY IN THE MIDDLE EAST, ASIA, RUSSIA, ANDNUMEROUS OTHER AREAS. AEI'S SCHOLARS FOCUS ON CURRENT POLICYISSUES AS WELL AS THOSE FURTHER OVER THE HORIZON. IN THE PROCESS, THEYEDUCATE POLICYMAKERS, BUSINESS LEADERS, ACADEMICS, JOURNALISTS,STUDENTS, AND ALL INTERESTED CITIZENS ON OUR NATION'S MOST CRITICALPOLICY ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,077,407 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | ECONOMIC POLICY STUDIESAEI'S ECONOMIC POLICY STUDIES TEAM EXAMINES A RANGE OF SPECIFICECONOMIC ISSUES INCLUDING FISCAL POLICY AND TAXES, MONETARY POLICY,ENERGY AND THE ENVIRONMENT, INTERNATIONAL ECONOMY, FINANCIAL SERVICES,REGULATION, RETIREMENT AND SOCIAL SECURITY, AND HEALTH POLICY. THEIRRESEARCH EDUCATES THE PUBLIC ABOUT THE FUNCTIONING OF FREE ECONOMIES,HOW TO PRESERVE THEM, HOW TO SOLVE THE PROBLEMS THAT ARISE IN THEM, ANDHOW TO CAPITALIZE ON THEIR STRENGTHS. AEI'S RESEARCH IS HIGHLYINFLUENTIAL AND WIDELY DISSEMINATED THROUGH CONGRESSIONAL TESTIMONIES,TELEVISION AND RADIO INTERVIEWS, JOURNAL ARTICLES, AND NUMEROUSARTICLES, WHITE PAPERS, AND OP-EDS IN THE POPULAR PRESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,980,698 | ExpenseAmt |
| Grant | $408,775 | GrantAmt |
| Revenue | $435,326 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,980,698 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $408,775 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $435,326 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $39,920,452 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 322 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 318 | 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 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 |
| 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 (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT DOAR | |||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $763,300 | $0 | $97,555 | |||
| DAVID GERSON | |||||||||
| FORMER EXECUTIVE VICE PRESIDENT | 0.00 | $600,000 | $0 | $0 | Yes (X) | ||||
| JASON W BERTSCH | |||||||||
| EXECUTIVE VP AND SECRETARY | 40.00 | Yes (X) | $440,434 | $0 | $57,355 | ||||
| YUVAL LEVIN | |||||||||
| DIRECTOR, SCCS | 40.00 | $343,200 | $0 | $23,155 | Yes (X) | ||||
| MICHAEL R STRAIN | |||||||||
| DIRECTOR, ECONOMIC POLICY | 40.00 | $269,186 | $0 | $65,505 | Yes (X) | ||||
| KORI SCHAKE | |||||||||
| DIRECTOR, FOREIGN AND DEFENSE POLICY STUDIES | 40.00 | $323,212 | $0 | $8,953 | Yes (X) | ||||
| NICHOLAS EBERSTADT | |||||||||
| HW CHAIR IN POLITICAL ECONOMY | 40.00 | $267,800 | $0 | $55,971 | Yes (X) | ||||
| SUZANNE B GERSHOWITZ | |||||||||
| VP, ADMINISTRATION & COUNSEL | 40.00 | $271,080 | $0 | $51,296 | Yes (X) | ||||
| RYAN STREETER | |||||||||
| DIRECTOR, DOMESTIC POLICY | 40.00 | $259,550 | $0 | $54,567 | Yes (X) | ||||
| JAMES C CAPRETTA | |||||||||
| RESIDENT FELLOW | 40.00 | $228,235 | $0 | $53,589 | Yes (X) | ||||
| KARLYN BOWMAN | |||||||||
| SENIOR FELLOW | 40.00 | $239,239 | $0 | $40,522 | Yes (X) | ||||
| DANIELLE PLETKA | |||||||||
| SENIOR FELLOW | 40.00 | $242,432 | $0 | $32,015 | Yes (X) | ||||
| ADAM WHITE | |||||||||
| RESIDENT SCHOLAR | 40.00 | $240,250 | $0 | $23,071 | Yes (X) | ||||
| KAZUKI KO | |||||||||
| CHIEF FINANCIAL OFFICER & TREASURER | 40.00 | Yes (X) | $196,473 | $0 | $32,056 | ||||
| ARTHUR C BROOKS | |||||||||
| FORMER PRESIDENT | 0.00 | $201,155 | $0 | $0 | Yes (X) | ||||
| DANIEL A D'ANIELLO | |||||||||
| BD OF TRUSTEES - CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CLIFFORD S ASNESS | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE HONORABLE RICHARD B CHENEY | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER H COORS | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARLAN CROW | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAVENEL B CURRY III | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBERLY O DENNIS | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD DEVOS | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN C ELTRICH III | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN V FARACI | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TULLY M FRIEDMAN | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER B GALVIN | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HARVEY GOLUB | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT GREENHILL | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK J HANNA | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN K HURLEY | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOANNA F JONSSON | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE KOVNER | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARC S LIPSCHULTZ | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A LUKE JR | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAT NEAL | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROSS PEROT JR | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN B ROLLINS | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW K ROSE | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD B RUST JR | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MEL SEMBLER | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILSON H TAYLOR | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM H WALTON | |||||||||
| BD OF TRUSTEES | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,885,546 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $595,610 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 84 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | |||||
| POBOX 30861 | SEA ISLAND | GA | 31561 | CONFERENCE EXPENSES | $526,228 |
| NORC | |||||
| 55 E MONROE ST 20TH FLOOR | CHICAGO | IL | 60603 | RESEARCH CONSULTING | $339,900 |
| HALL CAPITAL PARTNERS LLC | |||||
| 1 MARITIME PLAZA 6TH FLOOR | SAN FRANCISCO | CA | 94111 | INVESTMENT ADVISORY AND FUND MANAGEMENT | $325,502 |
| ADP LLC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL SERVICES | $224,234 |
| CREATIVE RESPONSE CONCEPTS INC | |||||
| 2850 EISENHOWER AVE | ALEXANDRIA | VA | 22314 | PUBLIC RELATIONS CONSULTING | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $71,846,952 | AllOtherContributionsAmt |
| Noncash Contributions | $744,360 | NoncashContributionsAmt |
| Total Contributions | $71,846,952 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| EDU SEM/CONFERENCE | 900099 | $364,225 | $364,225 | |
| RESEARCH PUB/MATERIALS | 541800 | $71,101 | $71,101 | |
| ROYALTIES SALE PUB | 900099 | $42,162 | $42,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $477,488 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $781,585 | TotalRevenueColumnAmt |
| Exclusion | $781,585 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,511,417 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,875,125 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,636,292 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,636,292 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $150,038 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,486,254 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,742,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $435,326 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $150,038 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,310,001 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,000 | TotalAmt |
| Program Services | $115,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,775 | TotalAmt |
| Program Services | $408,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,455,932 | TotalAmt |
| Program Services | $1,700,864 | ProgramServicesAmt |
| Management And General | $1,278,919 | ManagementAndGeneralAmt |
| Fundraising | $476,149 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,038,009 | TotalAmt |
| Program Services | $19,425,191 | ProgramServicesAmt |
| Management And General | $2,369,347 | ManagementAndGeneralAmt |
| Fundraising | $1,243,471 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,842,693 | TotalAmt |
| Program Services | $1,497,828 | ProgramServicesAmt |
| Management And General | $234,386 | ManagementAndGeneralAmt |
| Fundraising | $110,479 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,191,199 | TotalAmt |
| Program Services | $1,781,110 | ProgramServicesAmt |
| Management And General | $278,716 | ManagementAndGeneralAmt |
| Fundraising | $131,373 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,277 | TotalAmt |
| Program Services | $1,535,693 | ProgramServicesAmt |
| Management And General | $240,312 | ManagementAndGeneralAmt |
| Fundraising | $113,272 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Management And General | $150,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,704 | TotalAmt |
| Management And General | $63,704 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,793 | TotalAmt |
| Management And General | $382,793 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975,614 | TotalAmt |
| Program Services | $2,443,445 | ProgramServicesAmt |
| Management And General | $404,421 | ManagementAndGeneralAmt |
| Fundraising | $127,748 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,013 | TotalAmt |
| Program Services | $837,778 | ProgramServicesAmt |
| Management And General | $417,192 | ManagementAndGeneralAmt |
| Fundraising | $39,043 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,210,604 | TotalAmt |
| Program Services | $3,186,695 | ProgramServicesAmt |
| Management And General | $790,536 | ManagementAndGeneralAmt |
| Fundraising | $233,373 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,570 | TotalAmt |
| Program Services | $116,521 | ProgramServicesAmt |
| Management And General | $20,248 | ManagementAndGeneralAmt |
| Fundraising | $33,801 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900,465 | TotalAmt |
| Program Services | $1,654,918 | ProgramServicesAmt |
| Management And General | $6,779 | ManagementAndGeneralAmt |
| Fundraising | $238,768 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,126 | TotalAmt |
| Program Services | $273,469 | ProgramServicesAmt |
| Management And General | $424,168 | ManagementAndGeneralAmt |
| Fundraising | $19,489 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,474 | TotalAmt |
| Program Services | $81,427 | ProgramServicesAmt |
| Management And General | $139,631 | ManagementAndGeneralAmt |
| Fundraising | $6,416 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES | $40,306 | $40,306 | ||
| SCHOLAR FEES | $2,187,893 | $2,187,893 | ||
| SERVICE FEES AND BAD DE | $1,297,280 | $483,989 | $788,457 | $24,834 |
| RENTAL AND MAINTENANCE | $913,422 | $236,780 | $592,026 | $84,616 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525,520 | TotalAmt |
| Program Services | $1,293,362 | ProgramServicesAmt |
| Management And General | $177,261 | ManagementAndGeneralAmt |
| Fundraising | $54,897 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,057,669 | TotalAmt |
| Program Services | $39,920,452 | ProgramServicesAmt |
| Management And General | $8,139,488 | ManagementAndGeneralAmt |
| Fundraising | $2,997,729 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,443,202 | BOYAmt |
| EOY | $20,603,448 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,046,846 | BOYAmt |
| EOY | $8,778,475 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,878 | BOYAmt |
| EOY | $461,118 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,415,079 | BOYAmt |
| EOY | $6,017,369 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,125 | BOYAmt |
| EOY | $956,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,960,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,718,555 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,455 | BOYAmt |
| EOY | $2,241,457 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,101,846 | BOYAmt |
| EOY | $109,069,100 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,134,010 | BOYAmt |
| EOY | $240,538,502 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,328 | BOYAmt |
| EOY | $648,490 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,675,769 | BOYAmt |
| EOY | $389,314,676 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,613,848 | BOYAmt |
| EOY | $5,098,878 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,772 | BOYAmt |
| EOY | $2,329,833 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,632,620 | BOYAmt |
| EOY | $7,428,711 | 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 | $247,377,888 | BOYAmt |
| EOY | $319,058,589 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,665,261 | BOYAmt |
| EOY | $62,827,376 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,043,149 | BOYAmt |
| EOY | $381,885,965 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,675,769 | BOYAmt |
| EOY | $389,314,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,684,648 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,096,841 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $61,327 | 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 | $61,241,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,160,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,622,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,381,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,846,952 | CurrentTaxYearAmt |
| Total | $279,252,915 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,241,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,160,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,622,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,381,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,846,952 | CurrentTaxYearAmt |
| Total | $279,252,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $45,141,748 | SubstantialContributorsTotAmt |
| Public Support Total170 | $234,111,167 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $800,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $925,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,039,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,669,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $781,585 | CurrentTaxYearAmt |
| Total | $6,216,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $285,469,175 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,701,330 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,586,513 | BeginningYearBalanceAmt |
| Contributions | $643,909 | ContributionsAmt |
| Investment Earnings Or Losses | $2,102,383 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,218,469 | OtherExpendituresAmt |
| End Year Balance | $109,114,336 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,658,140 | BeginningYearBalanceAmt |
| Contributions | $5,857,405 | ContributionsAmt |
| Investment Earnings Or Losses | $6,158,576 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,087,608 | OtherExpendituresAmt |
| End Year Balance | $113,586,513 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,421,523 | BeginningYearBalanceAmt |
| Contributions | $1,742,750 | ContributionsAmt |
| Investment Earnings Or Losses | $16,899,439 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,405,572 | OtherExpendituresAmt |
| End Year Balance | $108,658,140 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.66946 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12228 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20826 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,848,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,062,236 | DepreciationAmt |
| Book Value | $786,621 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,111,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,656,319 | DepreciationAmt |
| Book Value | $1,454,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,241,457 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (23 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HCP CHINA CAPITAL APPRECIATION FUND | $6,264,512 | F |
| TACONIC OPPORTUNITY OFFSHORE | $7,556,657 | F |
| M SQUARE | $3,428,046 | F |
| AMANSA | $6,085,530 | F |
| LUXOR CAPITAL | $341,630 | F |
| HALL AR FUND | $12,730,259 | F |
| FARALLON | $105,742 | F |
| STEADFAST INTERNATIONAL, LTD. | $8,024,478 | F |
| VARDE INVESTMENTS PARTNERS | $7,733,399 | F |
| HCP PRIVATE EQUITY FUND | $7,754,064 | F |
| TYBOURNE LONG OPPORTUNITIES OFFSHORE | $19,563,033 | F |
| INVESTMENT IN AEI 1789 MASSACHUSETTS PROPERTY OWNER, LLC | $117,522,933 | F |
| WESTWOOD GLOBAL INVESTMENT | $5,098,358 | F |
| EMPYREAN CAPITAL OVERSEAS FUND, LTD. | $9,403,522 | F |
| PRIME FINANCE LONG DURATION | $2,747,571 | F |
| HCP PE IX | $2,924,254 | F |
| FINEPOINT | $8,452,645 | F |
| HCP REAL ESTATE FUND III | $762,533 | F |
| COREVIEW OFFSHORE FUND | $1,414,758 | F |
| FORTRESS INVESTMENTS | $320,533 | F |
| SECURITY CAPITAL | $3,108,637 | F |
| LONE CEDAR, LTD. | $9,056,781 | F |
| HCP PE X | $138,627 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $240,538,502 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION OBLIGATION | $648,490 |
| DEFERRED RENT | $1,681,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,329,833 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 THE DISTRICT OF COLUMBIA. THE INSTITUTE INCURRED UNRELATED BUSINESS INCOME TAX OF $40,306 AND $5,978 FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, RESPECTIVELY. THE RELATED LIABILITIES AT THE END OF EACH YEAR ARE INCLUDED IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION UNDER ACCOUNTS PAYABLE AND ACCRUED EXPENSES. 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 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 | $60,000 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $60,000 | TotalRetainedByContractorsAmt |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | CA | 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 | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CHICAGO | |||||||
| 1307 E 60TH STREET | CHICAGO | IL | 60637 | 362177139 | 501(C)(3) | $100,000 | RESEARCH GRANT |
| THE URBAN ALLIANCE FDN | |||||||
| 2030 Q STREET | WASHINGTON | DC | 20009 | 521938443 | 501(C)(3) | $15,000 | SUPPORT FOR HIGH SCHOOL INTERN PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STIPENDS FOR VISITING SCHOLARS | 263 | $345,775 |
| TRAVEL STIPENDS TO RECIPIENTS | 24 | $63,000 |
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 | 0 | 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 | $543,800 | $0 | $200,000 | $0 | $19,500 | $0 | $70,500 | $0 | $27,055 | $0 | $860,855 | $0 | $0 | $0 |
| DAVID GERSON | ||||||||||||||
| FORMER EXECUTIVE VICE PRESIDENT | $0 | $0 | $0 | $0 | $600,000 | $0 | $0 | $0 | $0 | $0 | $600,000 | $0 | $0 | $0 |
| JASON W BERTSCH | ||||||||||||||
| EXECUTIVE VP AND SECRETARY | $401,565 | $0 | $10,000 | $0 | $28,869 | $0 | $34,200 | $0 | $23,155 | $0 | $497,789 | $0 | $0 | $0 |
| YUVAL LEVIN | ||||||||||||||
| DIRECTOR, SCCS | $331,700 | $0 | $11,500 | $0 | $0 | $0 | $0 | $0 | $23,155 | $0 | $366,355 | $0 | $0 | $0 |
| MICHAEL R STRAIN | ||||||||||||||
| DIRECTOR, ECONOMIC POLICY | $247,936 | $0 | $21,250 | $0 | $0 | $0 | $33,870 | $0 | $31,635 | $0 | $334,691 | $0 | $0 | $0 |
| KORI SCHAKE | ||||||||||||||
| DIRECTOR, FOREIGN AND DEFENSE POLICY | $304,762 | $0 | $18,450 | $0 | $0 | $0 | $0 | $0 | $8,953 | $0 | $332,165 | $0 | $0 | $0 |
| NICHOLAS EBERSTADT | ||||||||||||||
| HW CHAIR IN POLITICAL ECONOMY | $247,300 | $0 | $20,500 | $0 | $0 | $0 | $32,460 | $0 | $23,511 | $0 | $323,771 | $0 | $0 | $0 |
| SUZANNE B GERSHOWITZ | ||||||||||||||
| VP, ADMINISTRATION & COUNSEL | $248,080 | $0 | $23,000 | $0 | $0 | $0 | $32,760 | $0 | $18,536 | $0 | $322,376 | $0 | $0 | $0 |
| RYAN STREETER | ||||||||||||||
| DIRECTOR, DOMESTIC POLICY | $241,050 | $0 | $18,500 | $0 | $0 | $0 | $31,470 | $0 | $23,097 | $0 | $314,117 | $0 | $0 | $0 |
| JAMES C CAPRETTA | ||||||||||||||
| RESIDENT FELLOW | $215,735 | $0 | $12,500 | $0 | $0 | $0 | $28,140 | $0 | $25,449 | $0 | $281,824 | $0 | $0 | $0 |
| KARLYN BOWMAN | ||||||||||||||
| SENIOR FELLOW | $211,874 | $0 | $2,883 | $0 | $24,482 | $0 | $26,046 | $0 | $14,476 | $0 | $279,761 | $0 | $0 | $0 |
| DANIELLE PLETKA | ||||||||||||||
| SENIOR FELLOW | $241,432 | $0 | $1,000 | $0 | $0 | $0 | $29,420 | $0 | $2,595 | $0 | $274,447 | $0 | $0 | $0 |
| ADAM WHITE | ||||||||||||||
| RESIDENT SCHOLAR | $229,300 | $0 | $10,950 | $0 | $0 | $0 | $0 | $0 | $23,071 | $0 | $263,321 | $0 | $0 | $0 |
| KAZUKI KO | ||||||||||||||
| CHIEF FINANCIAL OFFICER & TREASURER | $181,115 | $0 | $1,000 | $0 | $14,358 | $0 | $22,200 | $0 | $9,856 | $0 | $228,529 | $0 | $0 | $0 |
| ARTHUR C BROOKS | ||||||||||||||
| FORMER PRESIDENT | $10,000 | $0 | $0 | $0 | $191,155 | $0 | $0 | $0 | $0 | $0 | $201,155 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 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. |
| PART I, LINE 4B | DAVID GERSON, FORMER EXECUTIVE VICE PRESIDENT AND ARTHUR BROOKS, FORMER PRESIDENT, RECEIVED PAYMENT FROM A DEFERRED COMPENSATION PLAN DURING THE YEAR. JASON BERTSCH AND ROBERT DOAR PARTICIPATED IN A DEFERRED COMPENSATION PLAN DURING THE YEAR ENDED JUNE 30, 2021. |
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 | $89,600 | TransactionAmt |
| Transaction | EMPLOYEE COMPENSATION AND 403B EMPLOYER CONTRIBUTION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $567,248 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | COMPUTER EQUIPMENT | 110 | $100,319 | FAIR VALUE |
| Yes (X) | EVENT EXPENSES | 3 | $76,793 | FAIR VALUE |
| 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 OF 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 THE 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 THE 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 | AEI'S 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 61,327. |
| PART XII, LINE 2C | AEI DID NOT CHANGE EITHER ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| 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 |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
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 | $5,103 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $111,094,666 | ShareOfEOYAssetsAmt |
| 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 | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AEI 1785 MASSACHUSETTS AVENUE PROPERTY OWNER LLC | ||
| A | $81,374 | FMV |
| AEI 1785 MASSACHUSETTS AVENUE PROPERTY OWNER LLC | ||
| D | $15,804,764 | FMV (LOAN AGREEMENT) |
| AEI 1785 MASSACHUSETTS AVENUE PROPERTY OWNER LLC | ||
| K | $4,005,842 | FMV (LEASE AGREEMENT) |