2026-03-11T14:57:54-05:00 2025-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff CFO 7039934880 2026-03-10 1 1 Amanda E Waterhouse P02014004 7038930300 2026-03-10 2024 2025-03-06 01:10:19Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 22202367 0 X www.theihs.org X 1961 CA The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. 8 8 96 8 0 0 29655924 19673897 104538 221638 1019525 939413 277036 292759 31057023 21127707 3538090 4224873 0 0 8999678 9712261 0 0 1695256 5667411 6506015 18205179 20443149 12851844 684558 35458810 33037779 6280876 3249848 29177934 29787931 X The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. 0 0 5540016 2567812 0 Intellectual Talent Development:Intellectual Talent Development supports work and partnerships that identify, develop, and connect emerging scholars, thinkers, and practitioners who advance ideas that expand human freedom and flourishing. 4236436 814329 33944 Liberalism, Pluralism, and Democracy:The Liberalism, Pluralism, and Democracy Initiative advances research and education that strengthen constitutional liberal democracy by promoting individual liberty, pluralism, free expression, and institutions that support peaceful coexistence and self governance. 4031005 841399 12694 Economic Freedom and Abundance: Economic Freedom and Abundance supports work and partnerships that advance understanding of how economic freedom, markets, and entrepreneurship contribute to innovation, prosperity, and broad based human flourishing. 1850389 333 175000 ScholarsEdge:ScholarsEdge provides shared research infrastructure, analytical tools, and collaboration capabilities to help scholars and partner organizations accelerate research, public scholarship, and policy relevant impact. 1116322 1000 The Public Affairs Program:The Public Affairs Program seeks to inform alumni, faculty, and supporters about the efforts of the Institute and support the development of a network of faculty, supporters, and nonprofit allies who share an interest in classical liberal ideas. 2966711 1333 175000 16774168 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 634 0 1 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL HI IL KS KY ME MD MA MI MN MS NH NJ NM NY OR RI SC TN VA PA WV X Gary Leff Chief Financial Officer & Treasurer 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Ryan Stowers Chairman 1.00 X X 0 0 0 Tyler Cowen Vice Chairman 1.00 X X 0 0 0 Brian Hooks Director 1.00 X 0 0 0 Chris Rufer Director 1.00 X 0 0 0 Christopher Coyne Director 1.00 X 0 0 0 James Arthur Pope Director 1.00 X 0 0 0 Todd Zywicki Director 1.00 X 0 0 0 Virgil Storr Director 1.00 X 0 0 0 Emily Chamlee-Wright President & Chief Executive Officer 40.00 X 537300 0 35198 Gary Leff Chief Financial Officer 10.00 X 99836 0 10978 Courtney Derr Executive Director 40.00 X 343650 0 33848 Sarah Straw Chief of Staff 40.00 X 201718 0 27716 Caroline Phelps Managing Director of Programs and Partnerships 40.00 X 175000 0 178 Michael Tolhurst Managing Dir of Bus Intelligence & Academic Relati 40.00 X 153333 0 186 Adam Wolter Senior Application Development Engineer 40.00 X 146170 0 13227 Sharifa Ahmed Director of Human Resources 40.00 X 139150 0 13497 Lindsey Jennings Director of Development 40.00 X 135151 0 22635 1931308 0 157463 18 0 1 0 Solution Design Group Inc 7500 Olson Memorial Highway Suite 2 Golden Valley MN 55427 Digital platform development services 221045 Morgan Meredith & Associates 22780 Indian Creek Drive Suite 100 Dulles VA 20166 Direct mail marketing and printing servi 208053 Jason Swadley 101 Rainbow Drive 6545 Livingston TX 77399 Public affairs support services 142080 Salesforce Inc 415 Mission Street 3rd Floor San Francisco CA 94105 Cloud-based online software services 140443 4 19673897 8420 19673897 Educational programs 611710 221638 221638 221638 952787 952787 1142 1142 271586 0 271586 271586 271586 1059096 2190 1074127 533 -15031 1657 -13374 -13374 Credit card rewards 900099 19258 19258 Other income 900099 773 773 20031 21127707 221638 0 1232172 1888090 1888090 2051623 2051623 285160 285160 1297087 439126 647456 210505 7075234 5730807 712649 631778 761091 634975 60737 65379 578849 444311 74907 59631 64483 43403 5417 15663 21227 21227 7556 7556 539890 412142 36494 91254 314613 212857 318 101438 458988 151878 26020 281090 994104 802657 144669 46778 1237686 1007648 128409 101629 1283990 1206424 38950 38616 1286509 1264556 12440 9513 240965 196179 25000 19786 31179 31179 List rental 21961 0 0 21961 Property taxes 2864 2332 297 235 20443149 16774168 1973725 1695256 3057523 1504017 24263997 23519813 533009 2176596 132960 178064 1039433 1160041 2273967 1423339 419618 850628 1210019 1104286 4802251 2544334 35458810 33037779 838337 618930 39813 0 5402726 2630918 6280876 3249848 X 27633921 26482493 1544013 3305438 29177934 29787931 35458810 33037779 X 684558 -129571 55010 X 0 1 X 1 0 X 17279139 20384734 15884481 29655924 19673897 102878175 17279139 20384734 15884481 29655924 19673897 102878175 49714784 53163391 355262 379933 711519 1287110 1225515 3959339 106837514 1132614 0.49760 0.53420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118498 30 118528 118460 38 118498 118423 37 118460 118409 14 118423 118406 3 118409 0.99128 0.00872 0 0 880399 596033 284366 1393568 827306 566262 850628 Right-of-use assets - operating lease 2177605 Due from affiliate 366729 2544334 Lease liabilities - operating lease 2454648 Gift annuities 176270 2630918 X 21079836 -129571 89256 -40315 21120151 7556 7556 21127707 20469839 89256 -55010 34246 20435593 7556 7556 20443149 Part V, Line 4: Permanently restricted endowments consist of funds contributed to the Ronald J. Berkheimer and Estelle C. Berkheimer Endowment Fund. Earnings from this fund in excess of required increases to the corpus can be used to support the study of market economics. Temporarily restricted endowment earnings can be used to fund the Institute's general programs. Part X, Line 2: Management evaluated the Institute's tax positions and concluded that the financial statements do not include any uncertain tax positions. Part XII, Line 2d - Other Adjustments: Reversal of Prior Year Grant Expenses -55,010. 0 Central America and the Caribbean 0 2 Program Services Scholars Edge 29400 Europe (Including Iceland & Greenland) 0 21 Program Services EFA, LPD, Scholars Edge 34442 Middle East and North Africa 0 1 Program Services EFA, LPD 400 North America - Canada and Mexico 0 5 Program Services ITD, EFA, LPD 1750 South America 0 1 Program Services EFA, LPD 300 East Asia and the Pacific 0 0 Grants to recipients located in the region 21883 Russia and the Newly Independent States - Kazakhstan 0 0 Grants to recipients located in the region 2500 South Asia 0 0 Grants to recipients located in the region 6210 Sub-Saharan Africa 0 0 Grants to recipients located in the region 4540 South America 0 0 Grants to recipients located in the region 8328 Middle East and North Africa 0 0 Grants to recipients located in the region 200 North America 0 0 Grants to recipients located in the region 67336 Central America and the Caribbean 0 0 Grants to recipients located in the region 5000 Europe (Including Iceland and Greenland) 0 0 Grants to recipients located in the region 169164 0 30 0 0 0 30 96885 254568 351453 Europe (Including Iceland and Greenland) Student development & education/research grants 30000 Wire/EFT/Check 0 Europe (Including Iceland and Greenland) Student development & education/research grants 6000 Wire/EFT/Check 0 North America Student development & education/research grants 10000 Wire/EFT/Check 0 North America Student development & education/research grants 18000 Wire/EFT/Check 0 3 1 Student development/education grants East Asia and the Pacific 9 18883 Wire/EFT/Check Student development/education grants Europe (Including Iceland and Greenland) 39 118164 Wire/EFT/Check Student development/education grants Middle East and North Africa 1 200 Wire/EFT/Check Student development/education grants North America 11 34336 Wire/EFT/Check Student development/education grants Russia and the Newly Independent States - Kazakhstan 1 2500 Wire/EFT/Check Student development/education grants South America 6 8328 Wire/EFT/Check Student development/education grants South Asia 2 3010 Wire/EFT/Check Student development/education grants Sub-Saharan Africa 3 4540 Wire/EFT/Check 0 0 0 0 0 0 Part I, Line 2: Grants are made to students pursuing academic degrees. In addition to substantial application materials, students must submit proof of enrollment in their institutions to substantiate that funds are being used for qualified educational expenses. Grants given to scholars for research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products. Part I, line 3: Foreign expenditures are tracked and accounted for using the accrual method. 1 American University 4400 Massachusetts Ave NW Washington DC 20016 530196549 501(C)3 29000 0 Student development & education/research grants Anderson University 316 Boulevard Anderson SC 29621 570324906 501(C)3 8100 0 Student development & education/research grants Arizona State University PO BOX 876011 Tempe AZ 85287 860196696 115(1) 37825 0 Student development & education/research grants Azusa Pacific University 901 E Alosta Ave Azusa CA 91702 951744369 501(C)3 29850 0 Student development & education/research grants Biola University 13800 Biola Avenue La Mirada CA 90639 950549600 501(C)3 15200 0 Student development & education/research grants Bridgewater State University 131 Summer Street Bridgewater MA 02325 046002284 115(1) 12500 0 Student development & education/research grants Cairn University-Langhorne 200 Manor Ave Langhorne PA 19047 230973290 501(C)3 60000 0 Student development & education/research grants Cedarville University 251 North Main Street Cedarville OH 45314 310536647 501(C)3 23000 0 Student development & education/research grants Christopher Newport University 1 Avenue of the Arts CNU North Suite 208 Newport News VA 23606 541156248 501(C)3 45000 0 Student development & education/research grants College of Charleston Foundation 66 George St Charleston SC 29424 237069236 501(C)3 31570 0 Student development & education/research grants Columbia University in the City of New York 615 West 131st Street 3rd Fl New York NY 10027 135598093 501(C)3 15000 0 Student development & education/research grants Concordia University-Chicago 7400 Augusta St River Forest IL 603051402 362191242 501(C)3 25000 0 Student development & education/research grants Flagler College 74 King St St Augustine FL 32084 591157081 501(C)3 15000 0 Student development & education/research grants Florida State University 325 West College Avenue Tallahassee FL 32301 596152180 501(C)3 50000 0 Student development & education/research grants George Mason University 4400 University Drive MSE 2E1 Fairfax VA 22030 540836354 501(C)3 61500 0 Student development & education/research grants Georgetown University 37th and O Streets NW Box 571173 Washington DC 20057 530196603 501(C)3 25000 0 Student development & education/research grants Grove City College 100 Campus Drive Grove City PA 16127 251065148 501(C)3 49500 0 Student development & education/research grants Hampden-Sydney College College Road PO Box 127 HampdenSydney VA 23943 540505906 501(C)3 48500 0 Student development & education/research grants Hillsdale College 33 E College Hillsdale MI 492421298 381374230 501(C)3 55000 0 Student development & education/research grants Indiana University-Bloomington 1024 E 3rd Street Room 132 Bloomington IN 47405 356001673 501(C)3 29120 0 Student development & education/research grants Kansas State University 105 Anderson Hall Manhattan NY 66506 480771751 501(C)3 10000 0 Student development & education/research grants Lake Forest College 555 N Sheridan Rd Lake Forest IL 60045 362167770 501(C)3 30315 0 Student development & education/research grants Lee University 1120 N Ocoee St Cleaveland TN 37311 620502739 501(C)3 33000 0 Student development & education/research grants Louisiana State University Foundation 3796 Nicholson Drive Baton Rouge LA 70802 726020969 501(C)3 35000 0 Student development & education/research grants Loyola University New Orleans 6363 St Charles Avenue New Orleans LA 70118 720408946 501(C)3 24320 0 Student development & education/research grants Malone University 2600 Cleveland Ave NW Canton OH 44709 340737794 501(C)3 16000 0 Student development & education/research grants Mercer University 1501 MERCER UNIVERSITY DR Macon GA 312071515 580566167 501(C)3 40500 0 Student development & education/research grants Metropolitan State University of Denver PO Box 173362 Denver CO 80217 840576459 501(C)3 12500 0 Student development & education/research grants Michigan State University 426 Auditorium Rd Room 360 East Lansing MI 48824 386005984 501(C)3 35500 0 Student development & education/research grants New York University 105 East 17th St New York NY 10003 135562308 501(C)3 18000 0 Student development & education/research grants North Carolina State University at Raleigh Campus Box 7205 Raleigh NC 27695 566000756 115(1) 17000 0 Student development & education/research grants Northern Kentucky University Nunn Drive UC 405 Highland Heights KY 41099 611010545 115(1) 36560 0 Student development & education/research grants Northwestern University 633 Clark Street Evanston IL 60208 362167817 501(C)3 20000 0 Student development & education/research grants Ohio University-Main Campus 1 Ohio University Athens OH 45701 315402113 115(1) 7240 0 Student development & education/research grants Ottawa University-Ottawa 1001 S Cedar Box 28 Ottawa KS 66067 480543772 501(C)3 13780 0 Student development & education/research grants Princeton University 701 Carnegie Center Princeton NJ 08540 210634501 501(C)3 15000 0 Student development & education/research grants Purdue University-Main Campus 2550 Northwestern Ave Suite 1100 West Lafayette IN 47906 356002041 501(C)3 33342 0 Student development & education/research grants Regent University 1000 Regent University Dr ADM 140 Virginia Beach VA 23464 541061178 501(C)3 15000 0 Student development & education/research grants Roanoke College 221 College Ln Salem VA 24153 540505945 501(C)3 5430 0 Student development & education/research grants Saint Anselm College 100 Saint Anslem Drive Manchester NH 03102 020222182 501(C)3 19975 0 Student development & education/research grants Saint Vincent College 300 Fraser Purchase Road Latrobe PA 15650 250964126 501(C)3 15000 0 Student development & education/research grants Southwest Baptist University 1600 University Ave Bolivar MO 65613 440567385 501(C)3 16710 0 Student development & education/research grants Stephen F Austin State University SFA PO Box 13053 Nacogdoches TX 75982 756002514 115(1) 9000 0 Student development & education/research grants Susquehanna University 514 University Ave Selinsgrove PA 178701164 231353385 501(C)3 14100 0 Student development & education/research grants Sweet Briar College PO Box 1051 134 Chapel Road Sweet Briar VA 24595 540534105 501(C)3 8640 0 Student development & education/research grants Syracuse University 900 South Crouse Ave Syracuse NY 13244 150532081 501(C)3 20653 0 Student development & education/research grants Texas Tech University PO Box 41092 Lubbock TX 79409 756043842 501(C)3 15363 0 Student development & education/research grants The Regents of the University of California - Berkley 1608 Fourth Street Suite 201 Berkeley CA 94710 946002123 501(C)3 44655 0 Student development & education/research grants The Research Foundation for The State University of New York PO Box 9 Albany NY 12201 141368361 501(C)3 20000 0 Student development & education/research grants The University of Alabama Box 870136 Tuscaloosa AL 35487 636001138 501(C)3 7668 0 Student development & education/research grants The University of Texas at Austin 110 Inner Campus Dr Stop K5300 Austin TX 78712 746000203 115(1) 16000 0 Student development & education/research grants and stipends Tulane University of Louisiana 6823 St Charles Avenue New Orleans LA 70118 720423889 501(C)3 8000 0 Student development & education/research grants UC San Diego Foundation 9500 Gilman Drive MC0940 La Jolla CA 92093 952872494 501(C)3 10000 0 Student development & education/research grants University of Arizona PO Box 41867 Tucson AZ 85717 742652689 501(C)3 43160 0 Student development & education/research grants University of California-Davis 1 Shields Avenue Davis CA 95616 946036494 501(C)3 7250 0 Student development & education/research grants University of California-Irvine 228 Aldrich Hal Irvine CA 92697 952226406 501(C)3 9562 0 Student development & education/research grants University of California-Riverside 900 University Avenue Riverside CA 92521 956006142 501(C)3 16200 0 Student development & education/research grants University of Central Florida 3544 Perseus Loop 160975 Suite 300 Orlando FL 32816 592924021 115(1) 7378 0 Student development & education/research grants University of Colorado Colorado Springs 1420 Austin Bluffs Parkway Suite 600 Colorado Springs CO 80918 846000555 501(C)3 16200 0 Student development & education/research grants University of Delaware 550 S COLLEGE AVENUE SUITE 201 Newark DE 19713 516000297 501(C)3 30750 0 Student development & education/research grants University of Louisville 215 Central Avenue Suite 212 Louisville KY 40208 237078461 501(C)3 20000 0 Student development & education/research grants University of Massachusetts-Amherst 333 South Street Suite 450 Shrewsbury MA 01545 043167352 115(1) 17263 0 Student development & education/research grants University of Michigan-Ann Arbor 5082 Wolverine Tower 3003 South Street Ann Arbor MI 481091287 386006309 501(C)3 8500 0 Student development & education/research grants University of Minnesota System c/o University Tax Management Office 2221 University Ave SE Suite Minneapolis MN 55414 416007513 501(C)3 43340 0 Student development & education/research grants University of New Haven 300 Boston Post Road West Haven CT 06516 060761704 501(C)3 30000 0 Student development & education/research grants University of Notre Dame 724 Grace Hall Notre Dame IN 46556 350868188 501(C)3 6000 0 Student development & education/research grants University of Rochester 910 Genesee St Suite 200 Rochester NY 14611 160743209 501(C)3 93000 0 Student development & education/research grants University of Southern California 3500 S Figueroa Street Ste 205 Los Angeles CA 90089 951642394 501(C)3 15000 0 Student development & education/research grants Vanderbilt University PMB 406310 2301 Vanderbilt Place Nashville TN 37240 620476822 501(C)3 7000 0 Student development & education/research grants Washington College 300 Washington Avenue Chestertown MD 216201438 520591691 501(C)3 45550 0 Student development & education/research grants West Virginia University Foundation 1 Waterfront Place 7th Floor PO Box 1650 Morgantown WV 26507 556017181 501(C)3 32500 0 Student development & education/research grants 71 0 Scholarships for qualified education expenses 1 4274 N/A N/A Student development & education/research grants 448 1863622 N/A N/A Student development & education/research stipends 203 149226 N/A N/A Student development & education/research awards 158 34500 N/A N/A Part I, Line 2: Individuals are required to document their actual expenses and participation in programs for which funds are awarded. X X X X 0 0 0 0 0 0 0 0 0 Emily Chamlee-Wright President & Chief Executive Officer 342300 0 195000 0 0 0 0 0 35198 0 572498 0 0 0 Courtney Derr Executive Director 243650 0 100000 0 0 0 0 0 33848 0 377498 0 0 0 Sarah Straw Chief of Staff 161718 0 40000 0 0 0 0 0 27716 0 229434 0 0 0 Caroline Phelps Managing Director of Programs and Pa 150000 0 25000 0 0 0 0 0 178 0 175178 0 0 0 Adam Wolter Senior Application Development Engin 136170 0 10000 0 0 0 0 0 13227 0 159397 0 0 0 Lindsey Jennings Director of Development 125151 0 10000 0 0 0 0 0 22635 0 157786 0 0 0 Michael Tolhurst Managing Dir of Bus Intelligence & A 138333 0 15000 0 0 0 0 0 186 0 153519 0 0 0 Sharifa Ahmed Director of Human Resources 124150 0 15000 0 0 0 0 0 13497 0 152647 0 0 0 Form 990, Part VI, Section B, line 11b Draft 990 is prepared by the independent accountants and provided to the Vice Chairman of the Board for review prior to filing. Form 990, Part VI, Section B, line 12c Conflicts and potential conflicts of interest are described in the Institute's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. The Board of Directors will review any conflicts and take necessary action. Form 990, Part VI, Section B, line 15 Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. Form 990, Part VI, Section C, line 19 The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. Form 990, Part XI, line 9: Reversal of Prior Year Grant Expenses 55,010. George A Warren Trust UA 09111969 FBO Foundation for Economic Education 1776 Peachtree St NW Ste 710S Atlanta GA 303092311 046421546 509(a)(3) Supporting Organization- See Part VII NY 501(c)(3) Line 12a, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part II, Column (b) Primary Activity To discover, develop and support students, scholars and other intellectuals who maintain the highest standards of academic and professional excellence. The Institute is a permanent beneficiary of the Trust.