BROOKINGS INSTITUTION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BROOKINGS INSTITUTION (EIN 53-0196577)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-13
- IRS object ID
- 201800449349300410
- Schema version
- 2016v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-13T07:15:28-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 Washingtonian Blvd 400 | AddressLine1Txt |
| City | Gaithersburg | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKINGS INSTITUTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 2027976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Porter | PersonNm |
| Person Title | Associate V.P., Controller | PersonTitleTxt |
| Phone | 2027976000 | PhoneNum |
| Signature | 2018-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-09 | IPDt |
| IP Tm | 10:13:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN R ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $237,695,617 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.brookings.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1939 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | To conduct in-depth research that leads to new ideas for solving problems facing society at the local, national and global level. | ActivityOrMissionDesc |
| Voting Members Governing Body | 59 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 59 | VotingMembersIndependentCnt |
| Total Employee | 620 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | -$448,051 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$453,399 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $90,539,102 | PYContributionsGrantsAmt |
| CY Contributions Grants | $96,843,646 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $419,585 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,841,136 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,026,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,014,191 | PYOtherRevenueAmt |
| CY Other Revenue | $3,604,355 | CYOtherRevenueAmt |
| PY Total Revenue | $109,394,429 | PYTotalRevenueAmt |
| CY Total Revenue | $112,894,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $577,114 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $723,614 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,593,205 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,278,453 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,875 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,597,713 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,464,967 | PYOtherExpensesAmt |
| CY Other Expenses | $40,049,370 | CYOtherExpensesAmt |
| PY Total Expenses | $104,635,286 | PYTotalExpensesAmt |
| CY Total Expenses | $100,059,312 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,759,143 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,835,254 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $474,414,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,211,269 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,127,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,729,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $414,287,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $466,482,008 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,335,530 | ExpenseAmt |
| Grant | $137,833 | GrantAmt |
| Revenue | $389,344 | RevenueAmt |
| Desc | Foreign Policy Studies:The Foreign Policy program's research informs academics, policymakers, the public, and other stakeholders to help address the great challenges facing the United States and the international community in the 21st century. The Foreign Policy program aims to strengthen America's foreign and national security policies, enlighten the public policy debate, and help guide the emerging international order towards peace, security and human progress. In the past year, Foreign Policy experts examined a wide range of topics including the state of the global order; U.S.-Russia relations and transatlantic ties; the North Korea nuclear issue; U.S. defense; Chinese politics and economics; the war in Syria and refugees; energy and climate; developments in democracy and security in Latin America and Africa; and more. In addition to publishing numerous works of scholarship in FY2017, scholars in the Foreign Policy program provided congressional testimony and presided over more than 250 public and private events. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,942,428 | ExpenseAmt |
| Desc | Economic Studies:The Economic Studies program analyzes current and emerging economic policy issues in the United States and worldwide. Its research aims to increase the public's understanding of how the economy works and what can be done to make it work better. In the past year, Economic Studies experts examined the federal budget deficit and the rising national debt, and commented on such diverse issues as the labor market and job creation, fiscal and monetary policy, and the role of education and opportunity in economic mobility. Economic Studies also produces the Brookings Papers on Economic Activity, the leading source of policy-oriented, empirical research on macroeconomics. In addition to publishing numerous works of scholarship in FY2017, Economic Studies held over 170 events both public and private, and scholars also spoke at 132 external events, wrote 509 op-eds and blogs, produced 164 papers and briefs, published 1 book, testified on Capitol Hill 5 times, and were cited or interviewed in media stories. Work by ES scholars was also cited 27 times in the most recent Economic Report of the President. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,104,695 | ExpenseAmt |
| Grant | $190,000 | GrantAmt |
| Revenue | $26,762 | RevenueAmt |
| Desc | Global Economy and Development:The global economy and development program examines the opportunities and challenges presented by globalization, which continues to be a central concern for international policymakers, business leaders, the media and civil society. Global economy and development experts address the issues surrounding globalization within two key areas: strengthening the drivers of sustainable growth and leaving no one behind. In the past year, Global experts have provided analysis and recommendations to foster global economic cooperation, improve pathways out of poverty, and help deal with the technological transformation of the world economy, with a special focus on productivity, education, new skills, inclusiveness, and sustainability. In addition to publishing numerous works of scholarship in FY 2017, Global Economy and Development held numerous events open to the general public. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $8,170,202 | $3,479 | Metropolitan Policy:The Metropolitan Policy Program delivers research and solutions that help metropolitan leaders build an advanced economy that works for all. In order to create an advanced economy that works for all, metropolitan areas must implement policies that (1) maximize workers' potential, (2) fuel advanced industries, (3) engage the global marketplace, and (4) support infrastructure that protects the environment, facilitates economic activity, and improves access to opportunity. | |
| $7,327,335 | Governance Studies:The Governance Studies program brings together people interested in improving the performance of our national government and bettering the economic security, social welfare, and opportunity available to all Americans. In the past year, Governance Studies experts examined partisan politics and its effects on government, the procedure and politics behind health care reform and other major legislative debates, and fissures in the American economy and civic society. They commented on other timely topics, such as the presidential election and transition, congressional primaries, the Supreme Court nomination and confirmation process, legislative and judicial checks on presidential power, the U.S. education system, criminal justice reform, and the use of online tools and information technology to increase government efficiency. In addition to publishing numerous works of scholarship in FY 2017, Governance Studies held 32 events open to the general public. | $4,167 | |
| $9,529,602 | Institutional Initiatives:Includes research initiatives undertaken or supervised by the executive office and all cross-program research efforts (e.g. Brookings Office of the Centennial Scholar and The Rubenstein Fellowships). It also includes expenses associated with partnerships with two universities: The Brookings Mountain West program with the University of Nevada Las Vegas, and The Brookings' Executive Education program, a partnership with Washington University in St. Louis. Other research includes the work of Brookings' three overseas centers based in Beijing, Doha, and New Delhi, and an initiative to incentivize collaboration between scholars in Washington and the Overseas Centers. | $391,614 | |
| $2,157,439 | Communications and Web:The communications department disseminates information about Brookings, its scholars and research, and the array of resources that Brookings offers. Communications oversees the commentary and analysis that appear on the Brookings' website (www.brookings.edu) and that are distributed through Brookings's social media channels and other digital components of outreach and education. The department supports the research programs by providing video, graphic design and other multimedia services, and interacts with media for the purposes of arranging interviews and republishing content. It also houses the organization's publishing house, Brookings Institution Press. | ||
| $1,924,088 | $1,724,448 | Brookings press:The Brookings Press publishes public policy research from Brookings' own scholars as well as other authors. These publications provide extensive background and insight on important public policy issues in business, economics, government and international affairs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $29,108,666 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $395,781 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,727,927 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $72,491,319 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 465 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 620 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | QA | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 59 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 59 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | 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 | 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 | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Irena Barisic & Elizabeth Gross | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (80 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| David M Rubenstein | ||||||||
| Co-Chair of the Board | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John L Thornton | ||||||||
| Co-Chair of the Board | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Glenn H Hutchins | ||||||||
| Vice Chair, Board/Campaign Chair | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Suzanne Nora Johnson | ||||||||
| Vice Chair, Board/Investment Committee Chair | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Abby Joseph Cohen | ||||||||
| Vice Chair of Nominations and Governance Committee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur R Collins | ||||||||
| Chair, Development Committee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Bart Friedman | ||||||||
| Chair, Audit Committee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Pete Higgins | ||||||||
| Chair, Impact Task Force | 3.50 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin R Jacobs | ||||||||
| Chair Finance/Chair Strategic | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Tracy R Wolstencroft | ||||||||
| Chair, Nominations & Governance Committee | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert J Abernethy | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul M Achleitner | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dominic Barton | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert M Bass | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan R Batkin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Crandall Bowles | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Hanzade Dogan Boyner | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul L Cejas | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| W Edmund Clark | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Betsy Z Cohen | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Howard Cox | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Crown | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Arthur B Culvahouse Jr | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Jason Cummins | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alan M Dachs | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Feng Deng | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Desmarais Jr | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Duberstein | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Cheryl Cohen Effron | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alfonso Fanjul | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ellen V Futter | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Helene Gayle | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian L Greenspun | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Victor L Hymes | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Jacobs | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Philip M Knight | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Grootwassink Lewis | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Cathy Minehan | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Aditya Mittal | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James Murren | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Laxman Narasimhan | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Rogers | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicole Pullen Ross | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James Rogers | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Wilbur Ross | ||||||||
| Trustee until 12/2016 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Victoria P Sant | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Leonard D Schaeffer | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Peter Scher | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Neil Shen | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Arne M Sorenson | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Krishen Sud | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael L Tipsord | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Tisch | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ercument Tokat | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Antoine W van Agtmael | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| David Weinberg | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Beatrice W Welters | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John H White Jr | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Yergin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Daniel B Zwirn | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| N Strobe Talbott | ||||||||
| President | 40.00 | Yes (X) | $648,311 | $0 | $220,193 | |||
| Martin S Indyk | ||||||||
| Executive Vice President | 40.00 | Yes (X) | $408,946 | $0 | $67,421 | |||
| Kimberly Churches | ||||||||
| Secretary until 05/2017 | 40.00 | Yes (X) | $334,260 | $0 | $47,547 | |||
| Steven J Bennett | ||||||||
| Secretary from 06/2017, VP & COO | 40.00 | Yes (X) | $332,286 | $0 | $37,975 | |||
| Stewart Uretsky | ||||||||
| VP, CFO, & Treasurer until 09/2016 | 40.00 | Yes (X) | $260,626 | $0 | $46,301 | |||
| Irena Barisic | ||||||||
| VP, CFO, & Treasurer from 03/2017 | 40.00 | Yes (X) | $214,882 | $0 | $26,554 | |||
| David Porter | ||||||||
| Assoc. VP, Controller & Asst. Treas. | 40.00 | Yes (X) | $214,423 | $0 | $53,545 | |||
| Amanda Mays | ||||||||
| Assistant Secretary until 01/2017) | 40.00 | Yes (X) | $83,536 | $0 | $17,217 | |||
| Elizabeth Gross | ||||||||
| Assistant Secretary from 06/2017 | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| Ted Gayer | ||||||||
| VP & Director of Economic Studies | 40.00 | $388,843 | $0 | $44,588 | Yes (X) | |||
| Kemal Dervis | ||||||||
| VP & Director of Global | 40.00 | $332,202 | $0 | $38,271 | Yes (X) | |||
| Darrell M West | ||||||||
| VP & Director of Governance Studies | 40.00 | $325,692 | $0 | $57,906 | Yes (X) | |||
| Catherine A Piez | ||||||||
| Chief Investment Officer | 40.00 | $305,004 | $0 | $52,203 | Yes (X) | |||
| Bruce Jones | ||||||||
| VP & Director, Foreign Policy | 40.00 | $297,209 | $0 | $35,452 | Yes (X) | |||
| Amy Liu Witmer | ||||||||
| VP & Director, Metropolitan Policy | 40.00 | $286,024 | $0 | $34,198 | Yes (X) | |||
| William J Gale | ||||||||
| Sr Fellow & Director, Tax Policy Center (ES) | 40.00 | $421,321 | $0 | $49,452 | Yes (X) | |||
| Bruce J Katz | ||||||||
| Centennial Scholar | 40.00 | $380,647 | $0 | $59,628 | Yes (X) | |||
| Diane Schanzenbach | ||||||||
| Sr Fellow & Director, The Hamilton Project | 40.00 | $357,225 | $0 | $31,800 | Yes (X) | |||
| David Wessel | ||||||||
| Sr Fellow & Director, The Hutchins Center | 40.00 | $283,467 | $0 | $52,826 | Yes (X) | |||
| Grover Whitehurst | ||||||||
| Sr Fellow & Brown Center Director | 40.00 | $275,188 | $0 | $31,800 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,150,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,004,877 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 169 | 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 |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| PO Box 536922 | Atlanta | GA | 303536922 | Food services & Cafeteria & facilities m | $1,306,660 |
| Alley Interactive LLC | |||||
| 1140 Broadway Suite 1001 | New York | NY | 10001 | Digital Publishing, Designers, Researche | $1,026,942 |
| Global Fairness Initiative | |||||
| 2122 P Street NW Suite 302 | Washington | DC | 20037 | Non-profit-Provide Solutions for a Globa | $896,474 |
| CDW Direct LLC | |||||
| PO Box 75723 | chicago | IL | 606755723 | IT/Computer Hardware, Software & Maint. | $882,027 |
| Accenture LLP | |||||
| PO Box 70629 | chicago | IL | 60673 | Global Mgmt, Consulting & Technology Svc | $845,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $839,245 | GovernmentGrantsAmt |
| All Other Contributions | $96,004,401 | AllOtherContributionsAmt |
| Noncash Contributions | $481,100 | NoncashContributionsAmt |
| Total Contributions | $96,843,646 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Research | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $419,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $419,585 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $419,585 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,726,411 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$456,295 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,182,706 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $556,254 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $340,805 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $215,449 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,449 | TotalRevenueColumnAmt |
| Exclusion | $215,449 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,146,318 | SecuritiesAmt |
| Other | $1,641 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,847,390 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,298,928 | SecuritiesAmt |
| Other | $1,641 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,300,569 | TotalRevenueColumnAmt |
| Exclusion | $8,300,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,724,448 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $612,856 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,111,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,103,348 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,244 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Cafeteria Income | 900099 | $2,167,186 | $2,167,186 |
| Other income | 900099 | $110,128 | $110,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,277,314 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,894,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,522,933 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$448,051 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,976,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,000 | TotalAmt |
| Program Services | $332,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,614 | TotalAmt |
| Program Services | $391,614 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,008,949 | TotalAmt |
| Program Services | $1,934,962 | ProgramServicesAmt |
| Management And General | $2,464,332 | ManagementAndGeneralAmt |
| Fundraising | $609,655 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,341,721 | TotalAmt |
| Program Services | $28,190,074 | ProgramServicesAmt |
| Management And General | $7,187,882 | ManagementAndGeneralAmt |
| Fundraising | $963,765 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,439,718 | TotalAmt |
| Program Services | $57,400 | ProgramServicesAmt |
| Management And General | $4,382,318 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,424,366 | TotalAmt |
| Program Services | $14,219,859 | ProgramServicesAmt |
| Management And General | -$4,478,773 | ManagementAndGeneralAmt |
| Fundraising | $683,280 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,063,699 | TotalAmt |
| Management And General | $3,063,699 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,191 | TotalAmt |
| Program Services | $34,825 | ProgramServicesAmt |
| Management And General | $97,366 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,914 | TotalAmt |
| Program Services | $38,352 | ProgramServicesAmt |
| Management And General | $181,562 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,875 | TotalAmt |
| Fundraising | $7,875 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,454 | TotalAmt |
| Management And General | $2,360,454 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,281,305 | TotalAmt |
| Program Services | $10,034,368 | ProgramServicesAmt |
| Management And General | $2,181,542 | ManagementAndGeneralAmt |
| Fundraising | $65,395 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,561 | TotalAmt |
| Program Services | $390,617 | ProgramServicesAmt |
| Management And General | $2,725 | ManagementAndGeneralAmt |
| Fundraising | $36,219 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,770,976 | TotalAmt |
| Program Services | $954,711 | ProgramServicesAmt |
| Management And General | $743,372 | ManagementAndGeneralAmt |
| Fundraising | $72,893 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,908,453 | TotalAmt |
| Program Services | $1,702,055 | ProgramServicesAmt |
| Management And General | $1,152,561 | ManagementAndGeneralAmt |
| Fundraising | $53,837 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,163 | TotalAmt |
| Program Services | $7,070,298 | ProgramServicesAmt |
| Management And General | -$4,492,427 | ManagementAndGeneralAmt |
| Fundraising | $321,292 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,976,522 | TotalAmt |
| Program Services | $2,571,881 | ProgramServicesAmt |
| Management And General | $200,894 | ManagementAndGeneralAmt |
| Fundraising | $203,747 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728 | TotalAmt |
| Program Services | $728 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,464,788 | TotalAmt |
| Program Services | $2,125,286 | ProgramServicesAmt |
| Management And General | -$197,371 | ManagementAndGeneralAmt |
| Fundraising | $536,873 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,007 | TotalAmt |
| Management And General | $1,189,007 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,978,233 | TotalAmt |
| Program Services | $347,939 | ProgramServicesAmt |
| Management And General | $4,630,294 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,172 | TotalAmt |
| Program Services | $14,669 | ProgramServicesAmt |
| Management And General | $346,503 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other direct costs | $3,207,702 | $956,135 | $2,219,146 | $32,421 |
| Publishing | $1,007,255 | $990,132 | $7,701 | $9,422 |
| Repair/Maintenance | $489,871 | $41,099 | $447,733 | $1,039 |
| Bad Debt | $343,649 | $92,315 | $251,334 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,426 | TotalAmt |
| Management And General | $28,426 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,059,312 | TotalAmt |
| Program Services | $72,491,319 | ProgramServicesAmt |
| Management And General | $23,970,280 | ManagementAndGeneralAmt |
| Fundraising | $3,597,713 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,416,654 | BOYAmt |
| EOY | $20,812,912 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,205,702 | BOYAmt |
| EOY | $29,612,697 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,210,179 | BOYAmt |
| EOY | $94,966,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,875 | BOYAmt |
| EOY | $1,897,545 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,366 | BOYAmt |
| EOY | $255,785 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,447,357 | BOYAmt |
| EOY | $1,766,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $84,957,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,033,377 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,315,449 | BOYAmt |
| EOY | $34,924,336 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,815,691 | BOYAmt |
| EOY | $71,426,597 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,455,332 | BOYAmt |
| EOY | $268,282,217 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,682,320 | BOYAmt |
| EOY | $1,266,236 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,414,925 | BOYAmt |
| EOY | $525,211,269 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,675,895 | BOYAmt |
| EOY | $7,826,011 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,160 | BOYAmt |
| EOY | $230,902 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,620,104 | BOYAmt |
| EOY | $46,882,619 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,752,629 | BOYAmt |
| EOY | $3,789,729 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,127,788 | BOYAmt |
| EOY | $58,729,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,251,524 | BOYAmt |
| EOY | $217,934,397 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,764,888 | BOYAmt |
| EOY | $159,854,775 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,270,725 | BOYAmt |
| EOY | $88,692,836 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,287,137 | BOYAmt |
| EOY | $466,482,008 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,414,925 | BOYAmt |
| EOY | $525,211,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $12,835,254 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,834,851 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $524,766 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $80,276,594 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,488,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,694,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,539,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,843,646 | CurrentTaxYearAmt |
| Total | $433,842,473 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,276,594 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,488,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,694,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,539,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,843,646 | CurrentTaxYearAmt |
| Total | $433,842,473 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,641,353 | SubstantialContributorsTotAmt |
| Public Support Total170 | $409,201,120 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,056,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,244,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,398,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,589,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,282,665 | CurrentTaxYearAmt |
| Total | $32,571,848 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,141,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,039,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,466,504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,499,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,277,314 | CurrentTaxYearAmt |
| Total | $11,424,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $477,839,150 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,047,449 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89450 | 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 | cafeteria - 2012 Amount: $ 2,081,207. 2013 Amount: $ 1,993,592. 2014 Amount: $ 2,280,852. 2015 Amount: $ 2,332,134. 2016 Amount: $ 2,167,186. Other income - 2012 Amount: $ 60,727. 2013 Amount: $ 45,968. 2014 Amount: $ 185,652. 2015 Amount: $ 167,383. 2016 Amount: $ 110,128. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $1,100,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $852,695 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $224,418 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $417,895,359 | BeginningYearBalanceAmt |
| Contributions | $18,324,115 | ContributionsAmt |
| Investment Earnings Or Losses | $48,993,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,341,592 | OtherExpendituresAmt |
| Administrative Expenses | $1,348,569 | AdministrativeExpensesAmt |
| End Year Balance | $468,522,658 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $425,725,267 | BeginningYearBalanceAmt |
| Contributions | $7,474,568 | ContributionsAmt |
| Investment Earnings Or Losses | $961,390 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,098,080 | OtherExpendituresAmt |
| Administrative Expenses | $1,167,786 | AdministrativeExpensesAmt |
| End Year Balance | $417,895,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $441,281,539 | BeginningYearBalanceAmt |
| Contributions | $66,444,006 | ContributionsAmt |
| Investment Earnings Or Losses | $11,159,614 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,011,199 | OtherExpendituresAmt |
| Administrative Expenses | $1,148,693 | AdministrativeExpensesAmt |
| End Year Balance | $425,725,267 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $404,469,002 | BeginningYearBalanceAmt |
| Contributions | $6,136,117 | ContributionsAmt |
| Investment Earnings Or Losses | $45,195,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,463,737 | OtherExpendituresAmt |
| Administrative Expenses | $1,055,697 | AdministrativeExpensesAmt |
| End Year Balance | $441,281,539 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $381,988,094 | BeginningYearBalanceAmt |
| Contributions | $3,773,990 | ContributionsAmt |
| Investment Earnings Or Losses | $32,490,567 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,995,750 | OtherExpendituresAmt |
| Administrative Expenses | $787,899 | AdministrativeExpensesAmt |
| End Year Balance | $404,469,002 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34120 | 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 | $4,155,620 | OtherCostOrOtherBasisAmt |
| Book Value | $4,155,620 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,573,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,054,513 | DepreciationAmt |
| Book Value | $24,519,217 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,294,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,854,918 | DepreciationAmt |
| Book Value | $5,439,478 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,933,967 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,123,946 | DepreciationAmt |
| Book Value | $810,021 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,924,336 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $268,282,217 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $268,282,217 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued post-retirement benefit obligation | $1,421,000 |
| Deferred rent expense payable | $1,102,080 |
| Deferred compensation | $1,266,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,789,729 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $149,797,391 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $38,834,851 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $171,850 | OtherRevenueAmt |
| Revenue Not Reported | $39,006,701 | RevenueNotReportedAmt |
| Revenue Subtotal | $110,790,690 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,716,732 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$612,856 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,103,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $112,894,566 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $97,985,321 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $642,741 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $642,741 | ExpensesNotReportedAmt |
| Expenses Subtotal | $97,342,580 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,716,732 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,716,732 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $100,059,312 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Brookings photography collection was donated to enhance the facilities where Brookings scholars meet with other key people in the public policy world. This contributes to an atmosphere that promotes conversation and interaction. Addition is the portrait painting of Brookings current president. |
| Part V, Line 4: | BROOKINGS CAREFULLY BALANCES ITS FUNDING TO RESPOND TO CURRENT POLICY ISSUES AS WELL AS UNDERTAKE LONG-TERM RESEARCH PROJECTS. AS NEW CHALLENGES EMERGE, THE ENDOWMENT IS USED TO MAKE NEW RESEARCH PROJECTS POSSIBLE, SUPPORTING CORE ADMINISTRATIVE COSTS, AS WELL AS, SCHOLAR-DRIVEN RESEARCH. |
| Part X, Line 2: | Brookings is exempt from federal income taxes on its exempt activities under Section 501(c)(3) of the Internal Revenue Code (the Code) and has been designated by the Internal Revenue Service as a publicly supported organization under Section 509(a)(1) of the Code. Brookings engages in certain activities that produce unrelated business income, as defined by federal income tax regulations. When tax returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would be ultimately sustained. The benefit of a tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes it is more likely than not that the position will be sustained upon examination, including the resolution of appeals or litigation processes, if any. Tax positions taken are not offset or aggregated with other positions. Tax positions that meet the more likely than not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely of being realized upon settlement with the applicable taxing authority. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying balance sheet, along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Brookings files income tax returns in the U.S. federal jurisdiction. As of June 30, 2017, and for the year then ended, there were no material unrecognized/derecognized tax benefits or tax penalties or interest. Generally, Brookings is no longer subject to U.S. federal income tax examinations by tax authorities for years before 2013. |
| Part XI, Line 2d - Other Adjustments: | Gain/(loss) on foreign currency exchange 171,850. |
| Part XI, Line 4b - Other Adjustments: | Cost of goods sold reported on line 10b -612,856. |
| Part XII, Line 2d - Other Adjustments: | Affiliate expenses included on the consolidated financial statement 29,885. Cost of goods sold reported on line 10b 612,856. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 1 | 6 | Program Services, Fundraising Activities, Maintaining Offices | Public policy research | $397,177 |
| Middle East and North Africa | 1 | 13 | Program Services, Fundraising Activities, Maintaining Offices | Public policy research | $3,375,582 |
| South Asia | 1 | 18 | Program Services, Fundraising Activities, Maintaining Offices | Public Policy Research | $1,155,383 |
| East Asia and the Pacific | 0 | 0 | Grant to recipients located in region | $171,727 | |
| Middle East and North Africa | 0 | 0 | Grant to recipients located in region | $219,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 37 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Subtotal Spent | $5,319,756 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,319,756 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | East Asia and the Pacific | RegionTxt |
| Purpose Of Grant | Program services | PurposeOfGrantTxt |
| Cash Grant | $171,727 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire Transfer | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Program Assistance | TypeOfAssistanceTxt |
| Region | Middle East and North Africa | RegionTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $108,300 | CashGrantAmt |
| Manner Of Cash Disbursement | Check or wire | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $111,587 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | Housing Allowance | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | book | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Brookings Institution maintains records of how grant funds are used and verifies through regular reports and communications that grants are used in a way consistent with their original purpose. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fellowship Stipends | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $332,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Brookings does not issue grants to other organizations. Brookings does issue fellowship stipends to individuals. These disbursements are monitored as the individuals are generally residents at Brookings and their work is supervised by their Brookings advisor. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| N Strobe Talbott | ||||||||||||||
| President | $583,416 | $0 | $40,530 | $0 | $24,365 | $0 | $197,600 | $0 | $23,455 | $0 | $869,366 | $0 | $0 | $0 |
| Martin S Indyk | ||||||||||||||
| Executive Vice President | $387,041 | $0 | $20,000 | $0 | $1,905 | $0 | $47,498 | $0 | $23,506 | $0 | $479,950 | $0 | $0 | $0 |
| Kimberly Churches | ||||||||||||||
| Secretary until 05/2017 | $318,035 | $0 | $16,000 | $0 | $225 | $0 | $38,729 | $0 | $12,620 | $0 | $385,609 | $0 | $0 | $0 |
| Steven J Bennett | ||||||||||||||
| Secretary from 06/2017, VP & COO | $316,561 | $0 | $15,500 | $0 | $225 | $0 | $37,975 | $0 | $862 | $0 | $371,123 | $0 | $0 | $0 |
| Stewart Uretsky | ||||||||||||||
| VP, CFO, & Treasurer until 09/2016 | $244,457 | $0 | $16,000 | $0 | $169 | $0 | $27,987 | $0 | $20,965 | $0 | $309,578 | $0 | $0 | $0 |
| Irena Barisic | ||||||||||||||
| VP, CFO, & Treasurer from 03/2017 | $208,747 | $0 | $6,000 | $0 | $135 | $0 | $25,458 | $0 | $5,500 | $0 | $245,840 | $0 | $0 | $0 |
| David Porter | ||||||||||||||
| Assoc. VP, Controller & Asst. Treas. | $207,778 | $0 | $6,000 | $0 | $645 | $0 | $26,577 | $0 | $31,087 | $0 | $272,087 | $0 | $0 | $0 |
| Ted Gayer | ||||||||||||||
| VP & Director of Economic Studies | $363,843 | $0 | $25,000 | $0 | $0 | $0 | $44,588 | $0 | $8,582 | $0 | $442,013 | $0 | $0 | $0 |
| Kemal Dervis | ||||||||||||||
| VP & Director of Global | $316,202 | $0 | $16,000 | $0 | $0 | $0 | $38,271 | $0 | $3,582 | $0 | $374,055 | $0 | $0 | $0 |
| Darrell M West | ||||||||||||||
| VP & Director of Governance Studies | $309,202 | $0 | $15,500 | $0 | $990 | $0 | $37,863 | $0 | $20,905 | $0 | $384,460 | $0 | $0 | $0 |
| Catherine A Piez | ||||||||||||||
| Chief Investment Officer | $295,147 | $0 | $5,000 | $0 | $4,857 | $0 | $31,800 | $0 | $21,932 | $0 | $358,736 | $0 | $0 | $0 |
| Bruce Jones | ||||||||||||||
| VP & Director, Foreign Policy | $282,984 | $0 | $14,000 | $0 | $225 | $0 | $33,860 | $0 | $4,515 | $0 | $335,584 | $0 | $0 | $0 |
| Amy Liu Witmer | ||||||||||||||
| VP & Director, Metropolitan Policy | $285,799 | $0 | $0 | $0 | $225 | $0 | $34,198 | $0 | $862 | $0 | $321,084 | $0 | $0 | $0 |
| William J Gale | ||||||||||||||
| Sr Fellow & Director, Tax Policy Cen | $379,358 | $0 | $26,700 | $0 | $15,263 | $0 | $31,800 | $0 | $18,894 | $0 | $472,015 | $0 | $0 | $0 |
| Bruce J Katz | ||||||||||||||
| Centennial Scholar | $350,710 | $0 | $18,000 | $0 | $11,937 | $0 | $31,800 | $0 | $31,410 | $0 | $443,857 | $0 | $0 | $0 |
| Diane Schanzenbach | ||||||||||||||
| Sr Fellow & Director, The Hamilton P | $329,197 | $0 | $23,383 | $0 | $4,645 | $0 | $31,800 | $0 | $1,267 | $0 | $390,292 | $0 | $0 | $0 |
| David Wessel | ||||||||||||||
| Sr Fellow & Director, The Hutchins C | $270,914 | $0 | $10,000 | $0 | $2,553 | $0 | $31,800 | $0 | $22,488 | $0 | $337,755 | $0 | $0 | $0 |
| Grover Whitehurst | ||||||||||||||
| Sr Fellow & Brown Center Director | $274,096 | $0 | $0 | $0 | $1,092 | $0 | $31,800 | $0 | $862 | $0 | $307,850 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Strobe Talbott participates in a nonqualified retirement plan under IRC 457(f). Plan participation is expected to last until 06/30/2018. |
| Part I, Line 7 | Bonuses are discretionary and are based on institutional affordability, as determined annually by the President. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $481,100 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | The Brookings Institution (Brookings) is a nonprofit public policy organization that conducts in-depth, independent research with the goal of improving governance and solving problems facing society at the local, national and global level. Brookings achieves impact by providing policy analysis and recommendations on pressing policy challenges, which are disseminated through reports, books, media appearances, op-eds, blog posts, Congressional testimony, public and private events, and opinion pieces posted on Brookings's website, as well as briefings for policymakers and their staffs. Headquartered in Washington, DC, Brookings is organized into five research programs that focus on domestic and international economics, foreign policy, international development, governance, and metropolitan policy. Brookings has overseas centers in Qatar, China, and India. In 2016, Brookings adopted a new strategic plan that refocuses its mission, engages new audiences, promotes interdisciplinary collaboration, increases diversity, and strengthens efficiency and sustainability. |
| Form 990, Part III, line 2 | Brookings engaged in Program Service Revenue during the year, which is not listed on the prior Form 990. Program service revenue is trade or business income related to Brookings' exempt activities and is similar to an exchange transaction. The purpose of proposed activities are for the public benefit and/or the advancement of the Brookings educational and research mission. Brookings is not deviating from its exempt purpose but simply expanding it. |
| Form 990, Part V, line 3b | THE BROOKINGS INSTITUTION is awaiting additional information in order to timely file a complete and accurate form 990-t by the extended deadline of May 15, 2018. The amount shown as net unrelated business taxable income on line 7b of page 1 of the form 990 is an estimate based on available information. |
| Form 990, Part VI, Section A, line 2 | John Thornton and Brian Greenspun - business relationship |
| Form 990, Part VI, Section A, line 4 | Following are summary of changes in bylaws: 1. New term limits were introduced, changing from a maximum of two or three 3-year terms (half were eligible for a third term) to a maximum of two 4-year terms (8 years total) with an extension for those in Board leadership positions. 2. In addition, the intent of the new bylaws is to eliminate the former practice of cycling Trustees to Honorary Trustee status and then re-electing them as voting Elected Trustees. 3. The category of Honorary Trustee was replaced with two new categories: Senior Trustee and Lifetime Trustee. 4. Two officer positions, Secretary and Treasurer, may be filled by Trustees (previously, those positions were held exclusively by staff). 5. Board officers have term limits. 6. Committees must have Vice Chairs. |
| Form 990, Part VI, Section B, line 11b | The Executive Committee of the Board of Trustees has appointed the Audit Committee of the Board as the responsible board party for reviewing the form 990 and 990T each year starting with the fiscal year ended June 30, 2009. Once the form has been completed it is reviewed internally by the President, the Chief Financial Officer, the Controller, the General Counsel, and other members of the senior staff, along with the Audit Committee. Once those reviews are completed and the document has been approved, it is sent to all voting members of the Board of Trustees before it is filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Each year, all Brookings personnel and certain affiliates are required to complete a disclosure and acknowledgment form related to the Institution's Conflict of Interest Policy. Specifically, all employees are required to acknowledge that they have read, understood, and are committed to abiding by the Institution's Conflict of Interest Policy as well as certain other Institutional policies and are additionally asked to make certain disclosures about their activities outside of work and finances to help identify possible conflicts of interest. All forms are submitted to the Office of the General Counsel, which reviews them and has discretion to make recommendations or raise concerns with affected individuals as appropriate. Minor issues involving potential or apparent conflicts of interest and questions about the same are resolved by the General Counsel in consultation with other members of senior management as appropriate. Major conflict of interest issues and conflict of interest issues involving Trustees have been referred to the Audit Committee. The General Counsel regularly confers with the Chair of the Audit Committee regarding the Institution's Conflict of Interest Policy and any conflict of interest issues. |
| Form 990, Part VI, Section B, line 15 | The Institution's bylaws provide that there shall be a Compensation Committee consisting of not fewer than five (5) Trustees, including the Chair (or Co-Chairs) of the Board, the Vice Chair(s) and at least three (3) other Trustees who shall be nominated by the Chair (or Co-Chairs) of the Board and determined by the Board to be free of any contractual or other relationships that would put into question the exercise of his or her independent judgment. The Chair of the Compensation Committee shall be the Chair (or Co-Chairs) of the Board. The Vice Chair of the Compensation Committee shall be selected by the Chair (or Co-Chairs) of the Board. The Compensation Committee shall have the authority to set the salary of the President and such other officers, managers or employees as the Executive Committee or Audit Committee shall recommend be set by the Compensation Committee and in accordance with any Board-adopted compensation policy. In setting such salaries, the Compensation Committee shall gather and rely on relevant salary comparability data and shall record committee minutes that clearly document the committee's decisions and the rationale underlying such decisions. |
| Form 990, Part VI, Section C, line 19 | Brookings' Conflict of Interest Policy and other key policies are available on our website, Brookings.edu. Brookings links to GuideStar.org from its website to provide the Form 990. |
| Form 990, Part VI, Line 1a and Part VII, column a, Number of board members | There were sixty board members who served at any time during the fiscal year. All board members who served during the fiscal year are shown in Part VII, Column A. At June 30, 2017, there were only fifty-nine voting board members. |
| Form 990, Part IX, line 11g | Contacts/Professional Services: Program service expenses 9,219,985. Management and general expenses 2,108,135. Fundraising expenses 30,412. Total expenses 11,358,532. Qualified Subcontacts: Program service expenses 187,507. Management and general expenses 0. Fundraising expenses 0. Total expenses 187,507. Temporary Help: Program service expenses 626,876. Management and general expenses 73,407. Fundraising expenses 34,983. Total expenses 735,266. |
| Form 990, Part XI, line 9: | Gain/(loss) on foreign currency exchange 171,850. Effect of adoption provisions SFAS No. 158 367,000. India Private Expenses not included in Form 990 -14,084. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brookings Center - Doha | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 22694 | AddressLine1Txt |
| City | doha | CityNm |
| Country | QA | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | analysis and research | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | QA | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKINGS INSTITUTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brookings India Private Limited | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1568 church road kashmere gate | AddressLine1Txt |
| City | new delhi | CityNm |
| Country | IN | CountryCd |
| Foreign Postal | 110006 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | analysis and research | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | IN | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKINGS INSTITUTION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $10,078 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 |