BROOKINGS INSTITUTION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BROOKINGS INSTITUTION (EIN 53-0196577)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-04
- IRS object ID
- 201530359349301413
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-04T18:13:00-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200362103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PORTER | PersonNm |
| Person Title | AVP, ASST TREASURER | PersonTitleTxt |
| Phone | 2027976000 | PhoneNum |
| Signature | 2015-02-04 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STROBE TALBOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200362103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $349,362,659 | 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 | ANALYZE POLICY ISSUES AND PRODUCE PRACTICAL NEW IDEAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 55 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 54 | VotingMembersIndependentCnt |
| Total Employee | 566 | TotalEmployeeCnt |
| Total Volunteers | 54 | TotalVolunteersCnt |
| Total Gross UBI | -$231,769 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$232,974 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $80,276,594 | PYContributionsGrantsAmt |
| CY Contributions Grants | $89,488,748 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,438,194 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,114,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,888,205 | PYOtherRevenueAmt |
| CY Other Revenue | $3,923,623 | CYOtherRevenueAmt |
| PY Total Revenue | $100,602,993 | PYTotalRevenueAmt |
| CY Total Revenue | $106,526,578 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $567,766 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $839,102 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,180,901 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,823,892 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,462,182 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,977,662 | PYOtherExpensesAmt |
| CY Other Expenses | $42,905,991 | CYOtherExpensesAmt |
| PY Total Expenses | $96,726,329 | PYTotalExpensesAmt |
| CY Total Expenses | $99,568,985 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,876,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,957,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $462,634,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,001,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,394,541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,763,951 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $404,239,681 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $443,238,012 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BROOKINGS INSTITUTION (BROOKINGS) IS A PRIVATE, NON-PROFIT, INDEPENDENT PUBLIC POLICY RESEARCH ORGANIZATION. BROOKINGS'S MISSION IS TO CONDUCT HIGH-QUALITY INDEPENDENT RESEARCH AND, BASED ON THAT RESEARCH, TO ADVANCE INNOVATIVE, PRACTICAL RECOMMENDATIONS THAT ADVANCE THREE BROAD GOALS: STRENGTHEN AMERICAN DEMOCRACY; FOSTER THE ECONOMIC AND SOCIAL WELFARE, SECURITY AND OPPORTUNITY OF ALL AMERICANS, AND SECURE A MORE OPEN, SAFE, PROSPEROUS AND COOPERATIVE INTERNATIONAL SYSTEM. FOR MORE THAN 90 YEARS, BROOKINGS HAS ANALYZED CURRENT AND EMERGING ISSUES AND PRODUCED NEW IDEAS THAT MATTER - FOR THE NATION AND THE WORLD. RESEARCH AT BROOKINGS IS CONDUCTED TO INFORM THE PUBLIC DEBATE AND PROVIDE HIGH-QUALITY, NON-PARTISAN ANALYSIS ON THE CHALLENGES FACING AN INCREASINGLY INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,906,506 | ExpenseAmt |
| Grant | $839,102 | GrantAmt |
| Desc | FOREIGN POLICY STUDIES:THE FOREIGN POLICY PROGRAM'S RESEARCH HELPS POLICYMAKERS AND THE PUBLIC ADDRESS THE GREAT CHALLENGES FACING THE UNITED STATES AND THE INTERNATIONAL COMMUNITY IN THE 21ST CENTURY. THE AIM IS TO IMPROVE AMERICA'S FOREIGN AND NATIONAL SECURITY POLICIES, ENLIGHTEN THE PUBLIC POLICY DEBATE, AND SHAPE THE EMERGING INTERNATIONAL ORDER IN FAVOR OF PEACE, SECURITY AND HUMAN PROGRESS. IN THE PAST YEAR, FOREIGN POLICY EXPERTS BOTH IN WASHINGTON AND IN OUR OVERSEAS CENTERS IN BEIJING, DOHA AND NEW DELHI EXAMINED A WIDE RANGE OF TOPICS INCLUDING THE RAPIDLY CHANGING DEVELOPMENTS THROUGHOUT THE ARAB WORLD, THE EFFECT OF THE EUROZONE CRISIS, THE WARS IN AFGHANISTAN AND IRAQ, DISPUTES BETWEEN RUSSIA AND UKRAINE AND ISRAEL AND PALESTINE, ARMS CONTROL AND NUCLEAR NON-PROLIFERATION, ENERGY SECURITY, MILITARY TECHNOLOGY, IRAN, INDIA, SYRIA, LIBYA, THE EVOLVING TRANSATLANTIC RELATIONSHIPS, HUMANITARIAN AID AND THE CHANGING GLOBAL ROLE OF CHINA. IN ADDITION TO PUBLISHING NUMEROUS WORKS OF SCHOLARSHIP IN FY2014, SCHOLARS IN THE FOREIGN POLICY PROGRAM PROVIDED CONGRESSIONAL TESTIMONY AND PRESIDED OVER MORE THAN 325 PUBLIC AND PRIVATE EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,190,645 | 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 FY2014, ECONOMIC STUDIES HELD OVER 143 EVENTS BOTH PUBLIC AND PRIVATE, SCHOLARS ALSO SPOKE AT 84 EXTERNAL EVENTS, WROTE 519 OP-EDS AND BLOGS, PRODUCED 96 PAPERS AND BRIEFS, TESTIFIED ON CAPITOL HILL 15 TIMES, AND WERE CITED OR INTERVIEWED IN 26,713 MEDIA STORIES. WORK BY ES SCHOLARS WAS ALSO CITED 12 TIMES IN THE MOST RECENT ECONOMIC REPORT OF THE PRESIDENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,951,136 | ExpenseAmt |
| Desc | METROPOLITAN POLICY:THE METROPOLITAN POLICY PROGRAM (METRO PROGRAM) BELIEVES THAT U.S. ECONOMIC PROSPERITY DEPENDS ON THE ECONOMIC HEALTH OF THE NATION'S METROPOLITAN REGIONS, WHICH AGGREGATE THE INNOVATION, SKILLS, TRADE, INFRASTRUCTURE, AND CAPITAL ASSETS THAT DRIVE BROAD-BASED GROWTH. TO DELIVER THAT PROSPERITY, THE METRO PROGRAM PROVIDES DECISION MAKERS WITH THE TREND ANALYSES, ACTIONABLE RESEARCH AND POLICY IDEAS, ON-THE-GROUND GUIDANCE, AND CONNECTIONS TO PUBLIC, PRIVATE, AND CIVIC LEADERS THAT THEY NEED TO BUILD MORE PRODUCTIVE, INCLUSIVE, AND RESILIENT METROPOLITAN ECONOMIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $10,316,081 | GLOBAL ECONOMY AND DEVELOPMENT:THE GLOBAL ECONOMY AND DEVELOPMENT PROGRAM EXAMINES THE OPPORTUNITIES AND CHALLENGES PRESENTED BY GLOBALIZATION, WHICH HAS BECOME A CENTRAL CONCERN FOR INTERNATIONAL POLICYMAKERS, BUSINESS LEADERS, THE MEDIA AND CIVIL SOCIETY. GLOBAL ECONOMY AND DEVELOPMENT EXPERTS ADDRESS THE ISSUES SURROUNDING GLOBALIZATION WITHIN THREE KEY AREAS: THE DRIVERS SHAPING THE GLOBAL ECONOMY, THE ROAD OUT OF POVERTY AND GLOBAL PUBLIC GOODS. IN THE PAST YEAR, THE RESEARCH AGENDA FOR THE PROGRAM WAS CENTERED ON THE STATE OF THE GLOBAL ECONOMIC RECOVERY, INCLUDING REGIONAL TRENDS; FOSTERING INCLUSIVE GROWTH; INFORMING THE NEXT GENERATION OF THE MILLENNIUM DEVELOPMENT GOALS (MDGS); AND TACKLING THE ISSUE OF GLOBAL CLIMATE CHANGE. IN ADDITION TO PUBLISHING NUMEROUS WORKS OF SCHOLARSHIP IN FY 2014, GLOBAL ECONOMY AND DEVELOPMENT HELD NUMEROUS EVENTS OPEN TO THE GENERAL PUBLIC. | |
| $6,845,793 | 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 THE POLITICS BEHIND HEALTH CARE REFORM, AMERICA'S ECONOMIC RECOVERY, PARTISAN POLITICS AND COMMENTED ON OTHER TIMELY TOPICS, SUCH AS THE U.S. BUDGET CRISES, U.S. JOB POLICIES, CONGRESSIONAL PRIMARIES, STRENGTHENING U.S. DEMOCRACY, JUDICIAL SELECTION REFORM, THE U.S. EDUCATIONAL SYSTEM, PARTISAN GRIDLOCK IN LEGISLATION, MOBILE FINANCIAL INCLUSION AND THE USE OF ONLINE TOOLS AND INFORMATION TECHNOLOGY TO INCREASE GOVERNMENT EFFICIENCY. IN ADDITION TO PUBLISHING NUMEROUS WORKS OF SCHOLARSHIP IN FY 2014, GOVERNANCE STUDIES HELD 38 EVENTS OPEN TO THE GENERAL PUBLIC. | |
| $2,333,103 | BROOKINGS PRESS:THE BROOKINGS PRESS PUBLISHES PUBLIC POLICY RESEARCH FROM BROOKINGS' OWN SCHOLARS AS WELL AS OUTSIDE AUTHORS. THESE PUBLICATIONS PROVIDE EXTENSIVE BACKGROUND AND INSIGHT ON IMPORTANT PUBLIC POLICY ISSUES IN BUSINESS, ECONOMICS, GOVERNMENT AND INTERNATIONAL AFFAIRS. | $1,845,011 |
| $2,387,618 | 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, DATA VISUALIZATION, ANIMATION AND OTHER MULTIMEDIA SERVICES, AND IT HOUSES THE ORGANIZATION'S PUBLISHING HOUSE, BROOKINGS INSTITUTION PRESS. | |
| $160,129 | OTHER RESEARCH:INCLUDES RESEARCH INITIATIVES OF THE EXECUTIVE OFFICE, FRIDAY POLICY ROUNDTABLES, AND CROSS-PROGRAM RESEARCH. CROSS-PROGRAM RESEARCH EFFORTS INCLUDE PUBLICATIONS AND OUTREACH EVENTS ON THE ALL BROOKINGS PRIORITIES, FOUR AREAS OF RESEARCH THAT ENCOMPASS WORK FROM ALL PROGRAMS IN THE INSTITUTION ON TIMELY AND CROSS-CUTTING ISSUES SUCH AS CLIMATE CHANGE, GROWTH THROUGH INNOVATION, AND OPPORTUNITY AND WELL-BEING. IT ALSO INCLUDES SOME EXPENSES ASSOCIATED WITH 2 SIGNIFICANT PARTNERSHIPS WITH UNIVERSITIES: THE BROOKINGS MOUNTAIN WEST PROGRAM WITH THE UNIVERSITY OF LAS VEGAS AND BROOKINGS' EXECUTIVE EDUCATION PROGRAM, A PARTNERSHIP WITH WASHINGTON UNIVERSITY IN ST. LOUIS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $22,042,724 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,845,011 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $74,091,011 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 |
| IRP Document | 481 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 566 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | QA | ForeignCountryCd |
| Foreign Country | UK | 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 | 55 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 54 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | CO | 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 | 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 | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART A URETSKY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 MASSACHUSETTS AVE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200362103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 HUTCHINS | |||||||||
| VICE CHAIR OF THE BOARD/CAMPAIGN CHAIR | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE NORA JOHNSON | |||||||||
| VICE CHAIR OF THE BOARD | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CHERYL COHEN EFFRON | |||||||||
| CHAIR OF THE DEVELOPMENT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN R JACOBS | |||||||||
| CHAIR OF THE BUDGET AND FINANCE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN RATTNER | |||||||||
| CHAIR OF THE INVESTMENT COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDGAR RIOS | |||||||||
| CHAIR OF THE AUDIT COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRACY R WOLSTENCROFT | |||||||||
| CHAIR OF THE NOMINATIONS AND GOVERNANCE COMMITTEE | 3.50 | 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 | ||||
| LIAQUAT AHAMED | |||||||||
| TRUSTEE | 2.50 | 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 | ||||
| ABBY JOSEPH COHEN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD E COX | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR B CULVAHOUSE JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN M DACHS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL DESMARAIS JR | |||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH M DUBERSTEIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALFONSO FANJUL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN M FUDGE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN V FUTTER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN L GREENSPUN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETE HIGGINS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHIRLEY A JACKSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH M JACOBS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD A KIMBALL JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NEMIR KIRDAR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KLAUS KLEINFELD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP H KNIGHT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RAJAN BHARTI MITTAL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| NIGEL MORRIS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES MURREN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS C RAMEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES ROGERS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILBUR ROSS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAIM SABAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD D SCHAEFFER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY SCHULMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN THOMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LARRY D THOMPSON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL L TIPSORD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW H TISCH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTOINE W VAN AGTMAEL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BEATRICE 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 | ||||
| LEI ZHANG | |||||||||
| 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) | Yes (X) | $507,645 | $0 | $57,587 | |||
| STEWART URETSKY | |||||||||
| VP, CFO, & TREASURER | 40.00 | Yes (X) | $303,256 | $0 | $49,812 | ||||
| STEVEN J BENNETT | |||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $290,211 | $0 | $32,398 | ||||
| CATHERINE A PIEZ | |||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | Yes (X) | $279,563 | $0 | $40,011 | ||||
| DAVID PORTER | |||||||||
| ASSOC. VP & ASSISTANT TREASURER | 40.00 | Yes (X) | $194,816 | $0 | $37,938 | ||||
| AMANDA MAYS | |||||||||
| ASST. SECRETARY | 40.00 | Yes (X) | $52,240 | $0 | $12,091 | ||||
| LEIGH SLOANE | |||||||||
| SECRETARY | 40.00 | Yes (X) | $43,286 | $0 | $11,704 | ||||
| MARTIN S INDYK | |||||||||
| FORMER VP & DIR OF FOREIGN POLICY | 40.00 | $343,444 | $0 | $48,315 | Yes (X) | ||||
| KAREN E DYNAN | |||||||||
| SENIOR FELLOW | 40.00 | $264,305 | $0 | $25,099 | Yes (X) | ||||
| TED GAYER | |||||||||
| VP & DIR OF ECONOMIC STUDIES | 40.00 | $351,177 | $0 | $35,829 | Yes (X) | ||||
| BRUCE J KATZ | |||||||||
| VP & CO-DIR, METROPOLITAN POLICY | 40.00 | $336,126 | $0 | $60,752 | Yes (X) | ||||
| DARRELL M WEST | |||||||||
| VP & DIR OF GOVERNANCE STUDIES | 40.00 | $288,124 | $0 | $48,449 | Yes (X) | ||||
| KEMAL DERVIS | |||||||||
| VP & DIR OF GLOBAL | 40.00 | $284,379 | $0 | $34,324 | Yes (X) | ||||
| KIMBERLY CHURCHES | |||||||||
| VP FOR IAER | 40.00 | $244,943 | $0 | $36,226 | Yes (X) | ||||
| WILLIAM G GALE | |||||||||
| SR FELLOW & DIR, TAX POLICY CENTER | 40.00 | $399,218 | $0 | $44,835 | Yes (X) | ||||
| MARK B MCCLELLAN | |||||||||
| DIR, IIVH & SR FELLOW, ES | 40.00 | $308,481 | $0 | $44,664 | Yes (X) | ||||
| GROVER WHITEHURST | |||||||||
| SR. FELLOW & BROWN CENTER DIRECTOR | 40.00 | $259,567 | $0 | $30,324 | Yes (X) | ||||
| MARTIN N BAILY | |||||||||
| SR. FELLOW & DIRECTOR, IBPP | 40.00 | $259,240 | $0 | $47,107 | Yes (X) | ||||
| DAVID NASSAR | |||||||||
| VP FOR COMMUNICATIONS | 40.00 | $252,483 | $0 | $16,529 | Yes (X) | ||||
| WILLIAM J ANTHOLIS | |||||||||
| FORMER SECRETARY | 40.00 | $293,227 | $0 | $19,212 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,555,731 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $733,206 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDW DIRECT LLC | |||||
| PO BOX 75723 | CHICAGO | IL | 60673 | IT/COMPUTER HARDWARE, SOFTWARE & MAINT. | $2,175,051 |
| ACCENTURE LLP | |||||
| PO BOX 70629 | CHICAGO | IL | 60673 | GLOBAL MGMT, CONSULTING & TECHNOLOGY SVC | $1,354,807 |
| HBW GROUP | |||||
| 1055 FIRST STREET | ROCKVILLE | MD | 20850 | COMERCIAL CONSTRUCTION & REAL ESTATE | $1,249,397 |
| SODEXO INC & AFFILIATES | |||||
| PO BOX 536922 | ATLANTA | GA | 303536922 | FOOD SERVICE | $1,221,280 |
| VELIR INC | |||||
| 212 ELM STREET SUITE 401 | SOMERVILLE | MA | 02144 | IT/WEB DESIGN | $852,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 58 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,110,063 | GovernmentGrantsAmt |
| All Other Contributions | $87,378,685 | AllOtherContributionsAmt |
| Noncash Contributions | $3,993,893 | NoncashContributionsAmt |
| Total Contributions | $89,488,748 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,624,735 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$231,787 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,856,522 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $619,696 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $332,770 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $286,926 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,926 | TotalRevenueColumnAmt |
| Exclusion | $286,926 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,760,369 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $242,270,897 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,489,472 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,489,472 | TotalRevenueColumnAmt |
| Exclusion | $10,489,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,829,551 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $232,414 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,597,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,597,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA INCOME | 900099 | $1,993,592 | $1,993,592 |
| OTHER INCOME | 900099 | $45,968 | $45,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,039,560 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,526,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,597,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$231,769 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,672,480 | 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 | $461,989 | TotalAmt |
| Program Services | $461,989 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,113 | TotalAmt |
| Program Services | $377,113 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,888,041 | TotalAmt |
| Program Services | $1,478,970 | ProgramServicesAmt |
| Management And General | $1,970,472 | ManagementAndGeneralAmt |
| Fundraising | $438,599 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,550,475 | TotalAmt |
| Program Services | $27,380,541 | ProgramServicesAmt |
| Management And General | $6,169,174 | ManagementAndGeneralAmt |
| Fundraising | $1,000,760 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,013,561 | TotalAmt |
| Program Services | $256,853 | ProgramServicesAmt |
| Management And General | $3,756,708 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,412,104 | TotalAmt |
| Program Services | $12,952,784 | ProgramServicesAmt |
| Management And General | -$3,129,995 | ManagementAndGeneralAmt |
| Fundraising | $589,315 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959,711 | TotalAmt |
| Management And General | $2,959,711 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,874 | TotalAmt |
| Program Services | $4,169 | ProgramServicesAmt |
| Management And General | $171,705 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,362 | TotalAmt |
| Program Services | $27,675 | ProgramServicesAmt |
| Management And General | $166,687 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,392 | TotalAmt |
| Management And General | $735,392 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,129,708 | TotalAmt |
| Program Services | $9,966,542 | ProgramServicesAmt |
| Management And General | $2,128,284 | ManagementAndGeneralAmt |
| Fundraising | $34,882 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,781 | TotalAmt |
| Program Services | $413,197 | ProgramServicesAmt |
| Management And General | $3,613 | ManagementAndGeneralAmt |
| Fundraising | $144,971 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,305 | TotalAmt |
| Program Services | $1,248,120 | ProgramServicesAmt |
| Management And General | $854,997 | ManagementAndGeneralAmt |
| Fundraising | $78,188 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,402 | TotalAmt |
| Program Services | $1,960,551 | ProgramServicesAmt |
| Management And General | $735,352 | ManagementAndGeneralAmt |
| Fundraising | $45,499 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,707,135 | TotalAmt |
| Program Services | $7,036,934 | ProgramServicesAmt |
| Management And General | -$4,668,266 | ManagementAndGeneralAmt |
| Fundraising | $338,467 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,821,952 | TotalAmt |
| Program Services | $3,490,822 | ProgramServicesAmt |
| Management And General | $192,955 | ManagementAndGeneralAmt |
| Fundraising | $138,175 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259 | TotalAmt |
| Program Services | $259 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,321,282 | TotalAmt |
| Program Services | $3,902,531 | ProgramServicesAmt |
| Management And General | -$184,387 | ManagementAndGeneralAmt |
| Fundraising | $603,138 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,310,843 | TotalAmt |
| Management And General | $2,310,843 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,260,427 | TotalAmt |
| Program Services | $840,261 | ProgramServicesAmt |
| Management And General | $4,420,166 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,596 | TotalAmt |
| Program Services | $4,996 | ProgramServicesAmt |
| Management And General | $287,600 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER DIRECT COSTS | $3,466,470 | $1,048,691 | $2,372,551 | $45,228 |
| PUBLISHING | $1,394,323 | $1,381,273 | $8,354 | $4,696 |
| REPAIR/MAINTENANCE | $531,004 | $81,654 | $449,086 | $264 |
| BAD DEBT | $289,250 | $12,832 | $276,418 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$209,374 | TotalAmt |
| Program Services | -$237,746 | ProgramServicesAmt |
| Management And General | $28,372 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,568,985 | TotalAmt |
| Program Services | $74,091,011 | ProgramServicesAmt |
| Management And General | $22,015,792 | ManagementAndGeneralAmt |
| Fundraising | $3,462,182 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,418,028 | BOYAmt |
| EOY | $19,739,962 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,177,067 | BOYAmt |
| EOY | $25,145,539 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,310,242 | BOYAmt |
| EOY | $90,045,932 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,166 | BOYAmt |
| EOY | $375,256 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,513 | BOYAmt |
| EOY | $277,943 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,361 | BOYAmt |
| EOY | $858,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,574,339 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,860,255 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,094,417 | BOYAmt |
| EOY | $39,714,084 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,981,661 | BOYAmt |
| EOY | $318,867,969 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,738,613 | BOYAmt |
| EOY | $9,532 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,154 | BOYAmt |
| EOY | $967,358 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,634,222 | BOYAmt |
| EOY | $496,001,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,995,946 | BOYAmt |
| EOY | $8,909,205 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,749 | BOYAmt |
| EOY | $209,794 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,330,821 | BOYAmt |
| EOY | $39,341,663 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,890,063 | BOYAmt |
| EOY | $1,317,063 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,625,962 | BOYAmt |
| EOY | $2,986,226 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,394,541 | BOYAmt |
| EOY | $52,763,951 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,170,179 | BOYAmt |
| EOY | $212,677,352 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,256,477 | BOYAmt |
| EOY | $148,721,246 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,813,025 | BOYAmt |
| EOY | $81,839,414 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,239,681 | BOYAmt |
| EOY | $443,238,012 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,634,222 | BOYAmt |
| EOY | $496,001,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,957,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,032,809 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,929 | 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 | $53,280,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,934,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,836,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,276,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,488,748 | CurrentTaxYearAmt |
| Total | $424,817,157 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,280,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,934,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,836,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,276,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,488,748 | CurrentTaxYearAmt |
| Total | $424,817,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,849,855 | SubstantialContributorsTotAmt |
| Public Support Total170 | $402,967,302 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,850,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,851,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,004,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,056,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,244,431 | CurrentTaxYearAmt |
| Total | $21,007,804 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,068,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $504,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,135,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,141,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,039,560 | CurrentTaxYearAmt |
| Total | $8,889,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $454,714,534 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,479,448 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $203,875 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,490,353 | BeginningYearBalanceAmt |
| Contributions | $39,783,421 | ContributionsAmt |
| Investment Earnings Or Losses | -$583,565 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,787,612 | OtherExpendituresAmt |
| Administrative Expenses | $914,503 | AdministrativeExpensesAmt |
| End Year Balance | $381,988,094 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $302,934,775 | BeginningYearBalanceAmt |
| Contributions | $15,192,166 | ContributionsAmt |
| Investment Earnings Or Losses | $51,676,961 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,419,859 | OtherExpendituresAmt |
| Administrative Expenses | $893,690 | AdministrativeExpensesAmt |
| End Year Balance | $356,490,353 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $288,396,480 | BeginningYearBalanceAmt |
| Contributions | $2,080,556 | ContributionsAmt |
| Investment Earnings Or Losses | $25,421,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,265,125 | OtherExpendituresAmt |
| Administrative Expenses | $698,536 | AdministrativeExpensesAmt |
| End Year Balance | $302,934,775 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33700 | 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 | $51,133,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,313,319 | DepreciationAmt |
| Book Value | $27,820,491 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,031,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,516,010 | DepreciationAmt |
| Book Value | $6,515,849 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,253,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,030,926 | DepreciationAmt |
| Book Value | $1,222,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,714,084 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POST-RETIREMENT BENEFIT OBLIGATION | $2,084,000 |
| DEFERRED RENT EXPENSE PAYABLE | $802,976 |
| DEFERRED COMPENSATION | $99,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,986,226 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $137,917,730 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,032,809 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $237,746 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$56,120 | OtherRevenueAmt |
| Revenue Not Reported | $32,214,435 | RevenueNotReportedAmt |
| Revenue Subtotal | $105,703,295 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,055,697 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$232,414 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $823,283 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $106,526,578 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $98,984,358 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $237,746 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $233,324 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $471,070 | ExpensesNotReportedAmt |
| Expenses Subtotal | $98,513,288 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,055,697 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,055,697 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $99,568,985 | 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. |
| 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, 2014, 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 2010. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN/(LOSS) ON FOREIGN CURRENCY EXCHANGE -56,120. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON LINE 10B -232,414. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON LINE 10B 232,414. AFFILIATE EXPENSES INCLUDED ON THE CONSOLIDATED FINANCIAL STATEMENT 910. |
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 - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 1 | 4 | PROGRAM SERVICES, FUNDRAISING ACTIVITIES, MAINTAINING OFFICES | PUBLIC POLICY RESEARCH | $279,394 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 1 | 13 | PROGRAM SERVICES, FUNDRAISING ACTIVITIES, MAINTAINING OFFICES | PUBLIC POLICY RESEARCH | $4,331,925 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 1 | 10 | PROGRAM SERVICES, FUNDRAISING ACTIVITIES, MAINTAINING OFFICES | PUBLIC POLICY RESEARCH | $833,912 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANT TO RECIPIENTS LOCATED IN REGION | $198,683 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | GRANT TO RECIPIENTS LOCATED IN REGION | $178,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 27 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Subtotal Spent | $5,822,344 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,822,344 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Purpose Of Grant | RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $198,683 | 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 SERVICES | TypeOfAssistanceTxt |
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $178,430 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| 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 | $461,989 | 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) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 | $505,740 | $0 | $0 | $0 | $1,905 | $0 | $48,100 | $0 | $10,394 | $0 | $566,139 | $0 | $0 | $0 |
| STEWART URETSKY | ||||||||||||||
| VP, CFO, & TREASURER | $275,531 | $0 | $10,000 | $0 | $17,725 | $0 | $30,600 | $0 | $22,750 | $0 | $356,606 | $0 | $0 | $0 |
| STEVEN J BENNETT | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $269,986 | $0 | $20,000 | $0 | $225 | $0 | $32,398 | $0 | $697 | $0 | $323,306 | $0 | $0 | $0 |
| CATHERINE A PIEZ | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $275,218 | $0 | $4,000 | $0 | $345 | $0 | $30,600 | $0 | $10,889 | $0 | $321,052 | $0 | $0 | $0 |
| DAVID PORTER | ||||||||||||||
| ASSOC. VP & ASSISTANT TREASURER | $173,567 | $0 | $20,904 | $0 | $345 | $0 | $16,226 | $0 | $26,215 | $0 | $237,257 | $0 | $0 | $0 |
| MARTIN S INDYK | ||||||||||||||
| FORMER VP & DIR OF FOREIGN POLICY | $322,454 | $0 | $20,000 | $0 | $990 | $0 | $39,226 | $0 | $11,756 | $0 | $394,426 | $0 | $0 | $0 |
| KAREN E DYNAN | ||||||||||||||
| SENIOR FELLOW | $207,396 | $0 | $56,650 | $0 | $259 | $0 | $25,099 | $0 | $2,441 | $0 | $291,845 | $0 | $0 | $0 |
| TED GAYER | ||||||||||||||
| VP & DIR OF ECONOMIC STUDIES | $295,937 | $0 | $55,090 | $0 | $150 | $0 | $53,329 | $0 | $3,547 | $0 | $408,053 | $0 | $0 | $0 |
| BRUCE J KATZ | ||||||||||||||
| VP & CO-DIR, METROPOLITAN POLICY | $315,781 | $0 | $20,000 | $0 | $345 | $0 | $62,226 | $0 | $25,073 | $0 | $423,425 | $0 | $0 | $0 |
| DARRELL M WEST | ||||||||||||||
| VP & DIR OF GOVERNANCE STUDIES | $267,479 | $0 | $20,000 | $0 | $645 | $0 | $32,689 | $0 | $16,668 | $0 | $337,481 | $0 | $0 | $0 |
| KEMAL DERVIS | ||||||||||||||
| VP & DIR OF GLOBAL | $283,389 | $0 | $0 | $0 | $990 | $0 | $34,324 | $0 | $3,547 | $0 | $322,250 | $0 | $0 | $0 |
| KIMBERLY CHURCHES | ||||||||||||||
| VP FOR IAER | $239,793 | $0 | $5,000 | $0 | $150 | $0 | $35,315 | $0 | $9,759 | $0 | $290,017 | $0 | $0 | $0 |
| WILLIAM G GALE | ||||||||||||||
| SR FELLOW & DIR, TAX POLICY CENTER | $336,672 | $0 | $62,201 | $0 | $345 | $0 | $30,600 | $0 | $15,143 | $0 | $444,961 | $0 | $0 | $0 |
| MARK B MCCLELLAN | ||||||||||||||
| DIR, IIVH & SR FELLOW, ES | $277,186 | $0 | $30,950 | $0 | $345 | $0 | $30,600 | $0 | $17,612 | $0 | $356,693 | $0 | $0 | $0 |
| GROVER WHITEHURST | ||||||||||||||
| SR. FELLOW & BROWN CENTER DIRECTOR | $252,662 | $0 | $5,000 | $0 | $1,905 | $0 | $30,324 | $0 | $947 | $0 | $290,838 | $0 | $0 | $0 |
| MARTIN N BAILY | ||||||||||||||
| SR. FELLOW & DIRECTOR, IBPP | $231,335 | $0 | $26,000 | $0 | $1,905 | $0 | $28,965 | $0 | $21,689 | $0 | $309,894 | $0 | $0 | $0 |
| DAVID NASSAR | ||||||||||||||
| VP FOR COMMUNICATIONS | $247,333 | $0 | $5,000 | $0 | $150 | $0 | $0 | $0 | $19,856 | $0 | $272,339 | $0 | $0 | $0 |
| WILLIAM J ANTHOLIS | ||||||||||||||
| FORMER SECRETARY | $283,002 | $0 | $10,000 | $0 | $225 | $0 | $0 | $0 | $20,119 | $0 | $313,346 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | STROBE TALBOTT - FIRST CLASS TRAVEL WAS USED WHEN NO OTHER SEATS WERE AVAILABLE AND HE WAS REQUIRED TO RETURN TO DC FOR A REQUIRED ENGAGEMENT. |
| PART I, LINE 4B | STROBE TALBOTT PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN. THERE WAS NO DEFERRAL TO THE PLAN DURING THE YEAR ENDING 12/31/2013. |
| PART I, LINE 7 | BONUSES ARE DISCRETIONARY AND ARE BASED ON INSTITUTIONAL AFFORDABILITY, AS DETERMINED ANNUALLY BY THE PRESIDENT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 2548394Z3 | CUSIPNum |
| Bond Issued | 2009-02-12 | BondIssuedDt |
| Issue Price | $39,290,000 | IssuePriceAmt |
| Purpose | RENOVATION OF EXISTING FACILITIES, ACQUIRE NEW FACILITY AND RELATED COSTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $38,974,198 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $863,272 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $38,110,926 | CapitalExpendituresAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,993,893 | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE NOMINATIONS AND GOVERNANCE COMMITTEE UNDERTOOK A GOVERNANCE REVIEW, WHICH RESULTED IN REVISED BY-LAWS, ADOPTED MARCH 7, 2014. THE MAIN CHANGES, INCLUDED INSTITUTING A THREE-YEAR TERM FOR OFFICERS OF THE BOARD AND COMMITTEE CHAIRS; A COMPREHENSIVE REVIEW PROCESS AT THE END OF THESE THREE YEAR TERMS, WHICH WOULD BE OVERSEEN BY THE NOMINATIONS AND GOVERNANCE COMMITTEE; AND EFFECTIVE FY2015 THE MERGING OF THE AUDIT COMMITTEE AND COMMITTEE ON PUBLIC RESPONSIBILITY AND ETHICS INTO ONE SMALLER COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 FOR A COMPENSATION COMMITTEE CONSISTING OF THE CHAIR (OR CO-CHAIRS) OF THE BOARD OF TRUSTEES, THE VICE-CHAIRS, AND THE CHAIRS OF THE STANDING COMMITTEES OF THE BOARD (AUDIT, BUDGET AND FINANCE, NOMINATING AND GOVERNANCE, INVESTMENT AND DEVELOPMENT). THE CHAIR (OR CO-CHAIRS) DETERMINES THAT THE MEMBERS ARE FREE OF ANY CONTRACTUAL OR OTHER RELATIONSHIPS THAT WOULD PUT INTO QUESTION THE EXERCISE OF HIS OR HER INDEPENDENT JUDGMENT. THE COMPENSATION COMMITTEE HAS THE AUTHORITY TO SET THE SALARY OF THE PRESIDENT AND SUCH OTHER OFFICERS, DIRECTORS, MANAGERS, OR EMPLOYEES AS THE EXECUTIVE COMMITTEE OR AUDIT COMMITTEE RECOMMENDS BE SET BY THE COMPENSATION COMMITTEE. IN SETTING SUCH SALARIES, THE COMPENSATION COMMITTEE ASKS THE CHIEF OPERATING OFFICER AND THE CHIEF HUMAN RESOURCES OFFICER TO GATHER RELEVANT SALARY COMPARABILITY DATA AND RECORD COMMITTEE MINUTES WHICH CLEARLY DOCUMENT THE COMMITTEE'S DECISIONS AND THE RATIONALE UNDERLYING SUCH DECISIONS. THE COMMITTEE TENDS TO USE AN OUTSIDE CONSULTANT TO ESTABLISH SALARY COMPARABLES AND TO DETERMINE THE REASONABLENESS OF THE COMPENSATION RECEIVED BY ALL DISQUALIFIED PERSONNEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | BROOKINGS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE UPON REQUEST. INQUIRIES COME TO THE ORGANIZATION'S ATTENTION VIA E-MAIL, PHONE, AND MAIL. WHENEVER POSSIBLE, BROOKINGS REPLIES BY PROVIDING AN ELECTRONIC COPY OR BY DIRECTING REQUESTORS TO GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | CONTACTS/PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 9,053,257. MANAGEMENT AND GENERAL EXPENSES 1,845,591. FUNDRAISING EXPENSES 34,882. TOTAL EXPENSES 10,933,730. QUALIFIED SUBCONTACTS: PROGRAM SERVICE EXPENSES 350,304. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 350,304. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 562,981. MANAGEMENT AND GENERAL EXPENSES 282,693. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 845,674. |
| FORM 990, PART XI, LINE 9: | GAIN/(LOSS) ON FOREIGN CURRENCY EXCHANGE -56,120. EFFECT OF ADOPTION PROVISIONS SFAS NO. 158 64,000. FOREIGN CURRENCY 49. |
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 | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22694 | AddressLine1 |
| City | DOHA | City |
| Country | QA | Country |
| 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 | BusinessNameLine1 |
| 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 | INDIAN PRIVATE LIMITED | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1568 CHURCH ROAD KASHMERE GATE | AddressLine1 |
| City | NEW DELHI | City |
| Country | IN | Country |
| Postal Code | 110006 | PostalCode |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $6,043 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | 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 |