2022-11-15T16:19:13-06:00 2021-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2021-01-01 320325450 PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND PART 2025077500 1331 G STREET NW 200 WASHINGTON DC 20005 JEREMY ROBBINS EXECUTIVE DIRECTOR 2025077500 2022-11-15 1 JEREMY ROBBINS 999009999 HOLLY CAPORALE P00235685 3019860600 2022-11-15 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X JEREMY ROBBINS 1331 G STREET NW 200 WASHINGTON DC 20005 2102379 0 X RESEARCH.NEWAMERICANECONOMY.ORG X 2010 DE THE PRIMARY ACTIVITY OF PARTNERSHIP FOR A NEW ECONOMY RESEARCH FUND (PNAERF) IS TO INFORM THE PUBLIC ABOUT THE ECONOMIC MERITS OF REFORMING UNITED STATES IMMIGRATION POLICY. X 4 3 0 0 0 0 3739793 2102320 0 0 0 0 30837 59 3770630 2102379 72914 119000 0 0 0 0 58260 43200 43520 2325940 2146245 2457114 2308445 1313516 -206066 1993223 0 450150 0 1543073 0 X PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND(PNAERF) WAS FORMED TO INFORM THE PUBLIC ABOUT THE ECONOMIC MERITS OF REFORMING UNITED STATES IMMIGRATION POLICY. THE ORGANIZATION USES THE MAJORITY OF ITS TIME SUPPORTING ITS CHARITABLE PURPOSE BY PRESENTING PUBLIC FORUMS, REPORTS, FACT SHEETS, INFOGRAPHICS, PANELS, AND SIMILAR PROGRAMS TO HIGHLIGHT THE ECONOMIC IMPACT OF IMMIGRATION. ASPECTS OF THESE PUBLIC PROGRAMS RELY ON RESEARCH CONDUCTED AND COMMISSIONED BY PNAERF TO DEMONSTRATE THE VARIOUS WAYS IN WHICH IMMIGRANTS CONTRIBUTE TO THE LOCAL AND NATIONAL ECONOMIES. THIS INFORMATION DOCUMENTS THE FACTS RELIED UPON TO SUPPORT THE CONCLUSIONS CONTAINED THEREIN. PNAERF ALSO UTILIZES ONLINE MARKETING AND ADVERTISING, SOCIAL MEDIA, INCLUDING FACEBOOK, TWITTER, INSTAGRAM, AND THE WEBSITE, AS WELL AS PARTNERSHIPS WITH OTHER 501 (C) (3) AND ADVOCACY GROUPS TO FURTHER PROMULGATE ITS EDUCATIONAL AGENDA. 0 0 1579615 119000 DURING 2021, PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND (PNAERF) FUNDED VARIOUS ACTIVITIES TO SUPPORT ITS MISSION TO INFORM THE PUBLIC ABOUT THE ECONOMIC MERITS OF IMMIGRATION AND THE COSTS OF MAINTAINING THE CURRENT SYSTEM. THESE ACTIVITIES INCLUDED THE FOLLOWING: RESEARCH AND REPORTS, WHICH WERE MADE AVAILABLE TO THE PUBLIC ON THE INTERNET. A COVID-19 AND IMMIGRATION PORTAL DETAILING HOW THE PANDEMIC IMPACTS IMMIGRANT COMMUNITIES AND HOW THOSE COMMUNITIES CONTRIBUTE ON THE FRONT LINES, AN UPDATED CITIES INDEX MEASURING HOW WELL THE TOP 100 CITIES ARE INTEGRATNG IMMIGRANTS, DATA INTERACTIVES INCLUDING VISUALIZATIONS ON IMMIGRANTS IN AGRICULTURE AND FORTUNE 500 COMPANIES OWNED BY IMMIGRANTS, AND OTHER NATIONAL, REGIONAL AND LOCAL STUDIES. PNAERF ALSO LAUNCHED NEW ARTS AND CULTURE PROGRAMMING, INCLUDING: THE NAE FILM CLUB, THE NAE LIT CLUB AND THE YOUTH UNITY PROGRAM, A CAPSULE CURRICULUM DEVELOPED IN PARTNERSHIP WITH THE YMCA TO EDUCATE YOUTH ABOUT THE IMMIGRATION SYSTEM AND COMMUNICATING ACROSS DIFFERENT BACKGROUNDS. 1579615 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 1 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY OR PA SC TN UT VA WV WI X JANET PARKER 2025077500 1331 G STREET NW SUITE 200 WASHINGTON DC 20005 JOHN FEINBLATT PRESIDENT & DIRECTOR 1.00 X X 0 0 0 KATHLEEN MCINERNEY TREASURER 1.00 X X 0 0 0 JEREMY ROBBINS SECRETARY & DIRECTOR 3.00 X X 0 231791 39935 MARC LA VORGNA DIRECTOR 1.00 X 0 0 0 0 231791 39935 0 0 1 0 GELLER AND COMPANY LLC PO BOX 1510 NEW YORK NY 10150 FINANCIAL & ADVISORY SERVICES 443485 VENABLE LLP 600 MASSACHUSETTS AVE NW WASHINGTON DC 20001 LEGAL SERVICES 175740 2 2102320 2102320 MISCELLANEOUS REVENUE 541900 59 59 59 2102379 59 0 0 X 119000 119000 179632 179632 443485 443485 43200 43200 164322 152451 11871 42850 42850 1127 628 499 19965 9965 10000 5498 5103 75 320 2385 2385 7277 7277 16444 16444 COST SHARING EXPENSES 1252154 1239956 12198 0 MISCELLANOUS EXPENSES 11106 11106 2308445 1579615 685310 43520 1793892 0 1 0 190120 0 0 0 0 0 0 1933 0 0 0 0 0 0 0 0 7277 0 0 1993223 0 81556 0 368594 0 450150 0 X 906925 0 636148 0 1543073 0 1993223 0 X -206066 -1337007 X X 0 1 X 0 0 X 2250693 2681760 3332600 3739793 2102320 14107166 2250693 2681760 3332600 3739793 2102320 14107166 6055205 8051961 59 59 14107225 0.57080 0.53470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2308446 2308446 265422 66356 0 0 254938 265681 239845 265422 1025886 1538829 0 0 0 0 63735 66420 59961 66356 256472 384708 0 0 0 0 SCHEDULE C PART II-A LINES 1 AND 2: PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND HAS A 501(H) ELECTION IN PLACE. NO DIRECT OR INDIRECT LOBBYING ACTIVITIES OCCURRED IN 2021. 0 X 2182510 80131 80131 2102379 0 2102379 2388576 80131 80131 2308445 0 2308445 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND DID NOT HAVE ANY UNCERTAIN TAX POSITIONS IN 2021 AND THEREFORE THERE WAS NO LIABILITY FOR ANY UNCERTAIN TAX POSITIONS. X X X X 1 TYPE A STRATEGIES LLC 455 MASSACHUSETTS AVE NW 107 WASHINGTON DC 20001 A,B 0 0 43200 -43200 43200 -43200 AL AK AR CA CO CT DC GA FL HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV 1 CITY OF TULSA 175 E 2ND STREET TULSA OK 74103 736005470 N/A 20000 0 TO LEAD AND OPERATE A RESEARCH PROJECT INCLUDING DATA COLLECTION AND SURVEYING BLACK, LATINX AND IMMIGRANT COMMUNITIES IN TULSA AS IT PERTAINS TO THE IMPACT OF THE COVID-19 PANDEMIC CITY OF AUSTIN PO BOX 1088 AUSTIN TX 78767 746000085 N/A 20000 0 TO LEAD AND OPERATE A RESEARCH PROJECT INCLUDING DATA COLLECTION AND SURVEYING BLACK, LATINX AND IMMIGRANT COMMUNITIES IN AUSTIN AS IT PERTAINS TO THE IMPACT OF THE COVID-19 PANDEMIC CITY AND COUNTY OF DENVER MANAGER OF FINANCE 201 W COLFAX AVE DEPT 1109 DENVER CO 80202 846000580 N/A 20000 0 TO LEAD AND OPERATE A RESEARCH PROJECT INCLUDING DATA COLLECTION AND SURVEYING BLACK, LATINX AND IMMIGRANT COMMUNITIES IN DENVER AS IT PERTAINS TO THE IMPACT OF THE COVID-19 PANDEMIC LATINO COMMUNITY FUND PO BOX 3299 DECATUR GA 30031 820911954 501 (C) (3) 20000 0 TO LEAD AND OPERATE A RESEARCH PROJECT INCLUDING DATA COLLECTION AND SURVEYING BLACK, LATINX AND IMMIGRANT COMMUNITIES IN GEORGIA AS IT PERTAINS TO THE IMPACT OF THE COVID-19 PANDEMIC LOUISVILLE-JEFFERSON COUNTRY METRO GOVERNMENT 611 WEST JEFFERSON STREET LOUISVILLE KY 40202 320049006 N/A 20000 0 TO SUPPORT LOCAL COMMUNITIES TO IMPLEMENT DISASTER PREPAREDNESS AND RESILIENCE STRATEGIES IN RESPONSE TO THE COVID-19 PANDMIC BROOKLYN ARTS COUNCIL INC 20 JAY STREET SUITE 616 BROOKLYN NY 11201 237072915 501 (C) (3) 19000 0 FOR PLANNING AND EXECUTION OF THE NEW AMERICAN FELLOWS PILOT PROGRAM. 2 4 PART I, LINE 2: THE ORGANIZATION MAINTAINS COPIES OF THE AGREEMENTS AND MONITORS EACH GRANTEE'S PERFORMANCE. 0 0 0 0 0 0 0 0 0 JEREMY ROBBINS SECRETARY & DIRECTOR 0 231791 0 0 0 0 0 9272 0 30663 0 271726 0 0 SCHEDULE J, PART II LINE 1 THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND IS PARTY TO A COST SHARING AGREEMENT WITH THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND, INC., WHEREBY THE ACTION FUND EMPLOYS ALL STAFF AND THE RESEARCH FUND REIMBURSES THE ACTION FUND FOR STAFF TIME SPENT ON RESEARCH FUND WORK, ACCORDING TO TIMESHEETS. IN 2021, THE ACTION FUND PAID $25,429 IN SALARY AND BENEFITS TO JEREMY ROBBINS FOR HIS TIME SPENT ON RESEARCH FUND WORK AND THE RESEARCH FUND REIMBURSED THE ACTION FUND FOR THIS AMOUNT. CASH 2021-12-31 1368287 CASH VALUE 521549711 AMERICAN IMMIGRATION COUNCIL 1331 G STREET NW SUITE 200 WASHINGTON DC 20005 501 (C) (3) PREPAID EXPENSES 2021-12-31 9877 BOOK VALUE 521549711 AMERICAN IMMIGRATION COUNCIL 1331 G STREET NW SUITE 200 WASHINGTON DC 20005 501 (C) (3) CONTRIBUTIONS RECEIVEABLE 2021-12-31 75000 BOOK VALUE 521549711 AMERICAN IMMIGRATION COUNCIL 1331 G STREET NW SUITE 200 WASHINGTON DC 20005 501 (C) (3) CURRENT LIABILITIES 2021-12-31 -116157 BOOK VALUE 521549711 AMERICAN IMMIGRATION COUNCIL 1331 G STREET NW SUITE 200 WASHINGTON DC 20005 501 (C) (3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: (2A) JOHN FEINBLATT AND JEREMY ROBBINS BECAME BOARD MEMBERS OF THE TRANSFEREE ORGANIZATION (AMERICAN IMMIGRATION COUNCIL).(2B) JEREMY ROBBINS BECAME AN EMPLOYEE OF THE TRANSFEREE ORGANIZATION (THE AMERICAN IMMIGRATION COUNCIL). FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MERGERD WITH THE AMERICAN IMMIGRATION COUNCIL (THE COUNCIL) EFFECTIVE DECEMBER 31, 2021. ALL ASSETS AND LIABILITIES WERE TRANSFERRED TO THE COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 BECAUSE DELAWARE LAW REQUIRES THAT AN ORGANIZATION HAVE MEMBERS, THE MEMBERS AND DIRECTORS ARE THE SAME, AND THE BYLAWS REQUIRE THAT THE MEMBERS ELECT THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A BECAUSE DELAWARE LAW REQUIRES THAT AN ORGANIZATION HAVE MEMBERS, THE MEMBERS AND DIRECTORS ARE THE SAME, AND THE BYLAWS REQUIRE THAT THE MEMBERS ELECT THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF DIRECTORS HAS NOT ELECTED ANY COMMITTEES AND THE BOARD EXERCISES OVERSIGHT ON THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE GOVERNING BODY OF THE TRANSFEREE ORGANIZATION (THE COUNCIL) FOR REVIEW BEFORE THE RETURN IS SIGNED BY A DIRECTOR OF THE COUNCIL AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR, OFFICER OR STAFF MEMBER MUST DISCLOSE, IN GOOD FAITH, ANY POTENTIAL CONFLICT OF INTEREST. THE BOARD OF DIRECTORS OR COMMITTEE THEREOF, IF FORMED, WILL GATHER AND REVIEW THE NECESSARY INFORMATION TO TAKE ANY POTENTIAL CONFLICT INTO CONSIDERATION AND RENDER A DECISION BY VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ITS OFFICERS OR DIRECTORS AND DOES NOT OTHERWISE HAVE EMPLOYEES IN THE LISTED POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST ADDRESSED TO THE ORGANIZATION IN CARE OF GELLER ADVISORS LLC AS NOTED IN PART VI, SECTION C, QUESTION 20. COST SHARING AGREEMENT THE ORGANIZATION WAS A PARTY TO A COST SHARING AGREEMENT WITH THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND. THE PURPOSE OF THE COST SHARING AGREEMENT WAS TO MINIMIZE DUPLICATIVE EXPENSES AND CARRY OUT THE ORGANIZATIONS' MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER, WHICH INCLUDED THE SHARING OF EMPLOYEES WHOSE SKILLS AND KNOWLEDGE ASSISTED BOTH ORGANIZATIONS, CONSISTENT WITH EACH ORGANIZATION'S TAX EXEMPT FORM 990, PART XI, LINE 9: LIQUIDATION DUE TO TERMINATION -1,337,007. PARTNERSHIP FOR NEW AMERICAN ECONOMY ACTION FUND 1331 G ST NW 200 WASHINGTON DC 20005 273604435 RESERACH & EDUCATION DE 501(C)(4) PARTNERSHIP FOR A NEW ECONOMY RESEARCH FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND INC O 1252154 CASH