2023-11-10T13:03:38-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 521376034 WASHINGTON INSTITUTE FOR NEAR EAST POLICY WASH 2024520650 1111 19TH STREET NW 500 WASHINGTON DC 20036 ROBERT SATLOFF EXECUTIVE DIRECTOR 2024520650 2023-11-10 1 ROBERT SATLOFF 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT SATLOFF 1111 19TH STREET NW 500 WASHINGTON DC 20036 20192640 0 X WWW.WASHINGTONINSTITUTE.ORG X 1984 DC TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST. 28 28 92 30 0 0 16743208 15229300 8570 788200 8158946 1864927 -279308 -263702 24631416 17618725 0 0 0 0 11054604 10635735 60000 60000 1565265 3861054 5254628 14975658 15950363 9655758 1668362 78463635 78601679 6520073 13816710 71943562 64784969 X THE WASHINGTON INSTITUTE SEEKS TO IMPROVE THE QUALITY OF U.S. POLICY TOWARD THE NEAR EAST THROUGH INSIGHT, ANALYSIS AND IDEAS. 1 0 2728799 14273 PROGRAM ON ARAB POLITICS: THE WASHINGTON INSTITUTE'S PROGRAM ON ARAB POLITICS FOCUSES ON POLITICAL, SOCIAL, ECONOMIC, AND SECURITY-RELATED DEVELOPMENTS IN THE ARAB WORLD, A GEOGRAPHIC AREA STRETCHING FROM NORTH AFRICA TO IRAQ, WITH THE EXCEPTION OF THE GULF STATES (WHICH ARE INCLUDED IN THE INSTITUTE'S PROGRAM ON GULF AND ENERGY).IN 2022, THE PROGRAM FOCUSED ON POLICY IMPLICATIONS FOR THE US RELATED TO CROSS BORDER HUMANITARIAN ASSISTANCE TO SYRIA; IRANIAN-BACKED MILITIAS AND POLITICAL PARTIES' INFLUENCE IN IRAQ, THE FUTURE OF FEDERALISM IN IRAQ, AND THE DISPOSITION OF IRAQI KURDISTAN; HEZBOLLAH'S GROWING CONTROL OVER LEBANON, BEIRUT'S EFFORTS TO EXPLOIT OFFSHORE GAS RESOURCES, AND PARLIAMENTARY ELECTIONS IN THAT STATE; THE ONGOING POLITICAL DEADLOCK IN WAR TORN LIBYA; FOOD INSECURITY AND DEMOCRATIC BACKSLIDING IN TUNISIA; COMPLICATED BILATERAL RELATIONS WITH ALGERIA; HEIGHTENED POTENTIAL FOR A WAR BETWEEN MOROCCO AND ALGERIA IN WESTERN SAHARA; THE POOR STATE OF US-SAUDI RELATIONS, AND; EGYPTIAN VIOLATIONS OF THE CAMP DAVID PEACE TREATY WITH ISRAEL IN THE SINAI PENINSULA. DAVID SCHENKER DIRECTED THE PROGRAM WITH THE SUPPORT OF 5 FULL-TIME SENIOR FELLOWS, CROSS-COLLABORATION WITH FELLOWS FROM OTHER PROGRAMS, VISITING FELLOWS, AND NON-RESIDENT ASSOCIATES. ALL TOLD, IN 2022, SOME TWO DOZEN INSTITUTE SCHOLARS, ASSOCIATES, AND CONSULTANTS CONTRIBUTED TO THE WORK OF THE ARAB POLITICS PROGRAM. PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 100 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE AND MANY OF THE ARTICLES APPEARED IN OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS. IN ADDITION TO THE WRITINGS, PROGRAM SCHOLARS ENGAGED VIA ZOOM AND IN PERSON WITH US GOVERNMENT EXECUTIVE BRANCH OFFICIALS AND CONGRESSIONAL STAFFERS. THE PROGRAM HELD FREQUENT EVENTS, INCLUDING BUT NOT LIMITED TO WEEKLY VIRTUAL SESSIONS CONVENED ON IRAQ, AND CONVENED 21 ROUNDTABLES ON A BROAD RANGE OF TOPICS ATTENDED BY EXECUTIVE BRANCH PERSONNEL, NGO STAKEHOLDERS, AND THE WASHINGTON POLICYMAKING COMMUNITY. IN ADDITION, THE INSTITUTE ALSO HOSTED SEVEN VIRTUAL POLICY FORUM PANELS. 2307196 364010 THE KORET PROJECT ON ARAB-ISRAEL RELATIONS: THE KORET PROJECT ON ARAB-ISRAEL RELATIONS FOCUSES ON THE RELATIONSHIP BETWEEN ISRAEL AND ARAB COUNTRIES IN THE MIDDLE EAST, INCLUDING THE ISRAELI-PALESTINIAN CONFLICT. PROGRAM DIRECTOR, DAVID MAKOVSKY WORKS WITH AMBASSADOR DENNIS ROSS, DAVID POLLOCK, AND GHAITH AL-OMARI AND IN CROSS-COLLABORATION WITH FELLOWS FROM OTHER PROGRAMS, VISITING FELLOWS, AND NON-RESIDENT ASSOCIATES. THIS YEAR, THE INSTITUTE HOSTED FORMER HEAD OF THE MOSSAD INTELLIGENCE DIRECTORATE ZOHAR PALTI AND DEPUTY CHIEF OF STAFF OF THE IDF, MAJ. GEN. EYAL ZAMIR AS INTERNATIONAL MILITARY FELLOWS, AS WELL AS FORMER PRIME MINISTER NAFTALI BENNETT. PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 40 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE AND MANY OF THE ARTICLES ALSO APPEARED ON OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS. THE PROGRAM HELD 2 IN-PERSON STRATEGIC DIALOGUES, 7 ONLINE POLICY FORUMS, AND 8 IN-HOUSE ROUNDTABLES. THE PROGRAM ALSO PRODUCED A PODCAST SERIES AND MAINTAINS AN INTERACTIVE WEBSITE TRACKING JEWISH SETTLEMENTS IN THE WEST BANK. 1297074 14260 JEANETTE AND ELI REINHARD PROGRAM ON COUNTERTERRORISM AND INTELLIGENCE: THE JEANETTE AND ELI REINHARD PROGRAM ON COUNTERTERRORISM AND INTELLIGENCE (CTI) FOCUSES ON PROVIDING POLICY-RELEVANT ANALYSIS OF KEY TERRORISM AND INTELLIGENCE ISSUES AND TRENDS, ESPECIALLY AS THEY RELATE TO U.S. POLICY TOWARD THE MIDDLE EAST. THE RESEARCH AND PRODUCTION PLAN OF CTI IS FOCUSED ON FIVE KEY ISSUE AREAS: (1) GLOBAL JIHADIST MOVEMENT TERRORISM (AL QAEDA, ISLAMIC STATE); (2) TERRORISM IN THE ARAB-ISRAELI ARENA (HAMAS, PALESTINIAN ISLAMIC JIHAD, JEWISH EXTREMISTS); (3) IRANIAN SPONSORSHIP OF TERRORISM (HEZBOLLAH, IRAN'S REVOLUTIONARY GUARD AND QODS FORCE); (4) COMBATING THE FINANCING OF TRANSNATIONAL THREATS (TERROR FINANCE, PROLIFERATION FINANCE, IRAN SANCTIONS, JCPOA); (5) COUNTERING VIOLENT EXTREMISM (COUNTER-RADICALIZATION). OVER THE COURSE OF 2022, THE CTI TEAM PRODUCED A REGULAR FLOW OF TIMELY WRITTEN ANALYSES, MAINTAINED REGULAR CONTACT WITH U.S. GOVERNMENT OFFICIALS, ENGAGED WITH THE MEDIA, BRIEFED U.S. AND FOREIGN GOVERNMENT OFFICIALS, HOSTED BOTH PUBLIC AND PRIVATE EVENTS, AND TRAVELED ABROAD TO CONDUCT RESEARCH AND ATTEND CONFERENCES.THE CTI PROGRAM IS LED BY DR. MATTHEW LEVITT, THE FOUNDING DIRECTOR OF THE PROGRAM WHO CAME TO THE WASHINGTON INSTITUTE FROM THE FBI, WHERE HE HAD SERVED AS A COUNTERTERRORISM ANALYST AND PLAYED LEADING ROLES IN THE INVESTIGATIONS OF THE MILLENNIAL BOMB PLOT AND SEPTEMBER 11 ATTACKS. THE PROGRAM ALSO INCLUDES FELLOWS AARON ZELIN AND KATHERINE BAUER (PARTIAL YEAR) AND WORKS IN CROSS-COLLABORATION WITH FELLOWS FROM OTHER PROGRAMS, VISITING FELLOWS, AND NON-RESIDENT ASSOCIATES. THE PROGRAM ALSO HIRED NEW CTI FELLOW, DEVORAH MARGOLIN, WHO PREVIOUSLY SERVED AS DIRECTOR OF STRATEGIC INITIATIVES AND AS A SENIOR RESEARCH FELLOW AT THE PROGRAM ON EXTREMISM AT THE GEORGE WASHINGTON UNIVERSITY. IN TOTAL FOR 2022, 4 INSTITUTE SCHOLARS AND 23 ASSOCIATES AND CONSULTANTS CONTRIBUTED TO THE WORK OF THE CTI PROGRAM. THE PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 24 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE AND MANY OF THE ARTICLES APPEARED IN OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS. ADDITIONALLY, MATTHEW LEVITT PUBLISHED SEASON 1 (8 EPISODES) OF THE INSTITUTE PODCAST, "BREAKING HEZBOLLAH'S GOLDEN RULE." THE PROGRAM HELD 4 POLICY FORUMS, 5 PRIVATE ROUNDTABLES, 32 COUNTERING VIOLENT EXTREMISM ROUNDTABLES, AND 17 COMBATING FINANCING OF TERRORISM ROUNDTABLES. ADDITIONALLY, THE PROGRAM LAID THE GROUNDWORK FOR THE FORTHCOMING ISLAMIC STATE INTERACTIVE MAP AND THE IRANIAN EXTERNAL OPERATIONS MAP. 1133120 324360 BERNSTEIN PROGRAM ON GULF AND ENERGY POLICY 1125115 14260 MILITARY AND SECURITY STUDIES PROGRAM 1014375 14260 PROJECT FIKRA (ARABIC-ENGLISH ANALYTICAL AND POLICY EXCHANGE PROGRAM) 1259632 14257 VITERBI PROGRAM ON IRAN AND U.S. POLICY 710135 14260 TURKISH RESEARCH PROGRAM 1020322 14260 GLAZER FOUNDATION PROGRAM ON GREAT POWER COMPETITION AND THE MIDDLE EAST 6262699 395657 12595768 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 1 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 92 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X LAURA HANNAH 2024520650 1111 19TH STREET NW 500 WASHINGTON DC 20036 JAY BERNSTEIN PRESIDENT 3.00 X X 0 0 0 SHELLY KASSEN CHAIRMAN 3.00 X X 0 0 0 HOWARD P BERKOWITZ CHAIRMAN EMERITUS 3.00 X X 0 0 0 MARTIN J GROSS CHAIRMAN EMERITUS 3.00 X X 0 0 0 JAMES SCHREIBER CHAIRMAN EMERITUS 3.00 X X 0 0 0 BARBI WEINBERG FOUNDING PRESIDENT/CHAIRMAN EMERITA 3.00 X X 0 0 0 MOSES S LIBITZKY SENIOR VICE PRESIDENT 3.00 X X 0 0 0 JOHN SHAPIRO SENIOR VICE PRESIDENT 3.00 X X 0 0 0 WALTER P STERN SENIOR VP (UNTIL 2/2022) 3.00 X X 0 0 0 LYNN LEVY PESECKIS VICE PRESIDENT 3.00 X X 0 0 0 LIEF D ROSENBLATT VICE PRESIDENT 3.00 X X 0 0 0 RALPH GERSON SECRETARY 3.00 X X 0 0 0 SUSAN WAGNER TREASURER 3.00 X X 0 0 0 JEFFREY I ABRAMS BOARD MEMBER 3.00 X 0 0 0 GREGG ABRAMSON BOARD MEMBER 3.00 X 0 0 0 ANTHONY BEYER BOARD MEMBER 3.00 X 0 0 0 RICHARD BOROW BOARD MEMBER (UNTIL 9/2022) 3.00 X 0 0 0 PHILIP FRIEDMANN BOARD MEMBER 3.00 X 0 0 0 ROBERT FROMER BOARD MEMBER 3.00 X 0 0 0 DAVID FUENTE BOARD MEMBER 3.00 X 0 0 0 MICHAEL GELMAN BOARD MEMBER 3.00 X 0 0 0 BRUCE LANE BOARD MEMBER 3.00 X 0 0 0 ROBIN CHEMERS NEUSTEIN BOARD MEMBER 3.00 X 0 0 0 JEANETTE GARRETTY REINHARD BOARD MEMBER 3.00 X 0 0 0 ZACHARY SCHREIBER BOARD MEMBER 3.00 X 0 0 0 MIKE SEGAL BOARD MEMBER 3.00 X 0 0 0 MERRYL TISCH BOARD MEMBER 3.00 X 0 0 0 DIANE TRODERMAN BOARD MEMBER 3.00 X 0 0 0 GARY WEXLER BOARD MEMBER 3.00 X 0 0 0 RICHARD S ZIMAN BOARD MEMBER 3.00 X 0 0 0 ROBERT SATLOFF EXECUTIVE DIRECTOR 40.00 X 556934 0 73005 LAURA HANNAH CHIEF FINANCIAL OFFICER 40.00 X 228437 0 70738 MICHAEL SINGH MANAGING DIRECTOR 40.00 X 333702 0 91767 DANIEL HECKELMAN DIRECTOR OF DEVELOPMENT 40.00 X 235266 0 63239 PATRICK CLAWSON DIRECTOR OF RESEARCH 40.00 X 238600 0 45230 DENNIS ROSS COUNSELOR 40.00 X 345425 0 80410 DAVID MAKOVSKY SENIOR FELLOW 40.00 X 321158 0 90191 MATTHEW LEVITT SENIOR FELLOW 40.00 X 249917 0 88360 MICHAEL EISENSTADT SENIOR FELLOW 40.00 X 220594 0 73628 DAVID SCHENKER SENIOR FELLOW 40.00 X 247428 0 45875 2977461 0 722443 31 0 1 0 KESEM TECHNOLOGY LLC 4938 HAMPDEN LANE 429 BETHESDA MD 20814 I.T. SERVICES 326072 1 1591642 13637658 695573 15229300 CONFERENCE/TRIP REVENUE 900099 788200 788200 788200 1459551 1459551 529699 655012 -125313 -125313 -125313 2154532 1749156 405376 405376 405376 31110 1591642 169747 -138637 -138637 MISCELLANEOUS REVENUE 900099 248 248 248 17618725 788200 0 1601225 1936919 1276827 341722 318370 6569100 5392568 572559 603973 510554 426093 36733 47728 1064259 885112 77153 101994 554903 424567 73983 56353 31169 31169 59172 59172 60000 60000 717319 630125 79706 7488 63827 28032 30795 5000 330896 188117 113468 29311 381540 307814 33436 40290 1370242 1095352 129931 144959 1099490 1058273 4244 36973 405945 346900 12749 46296 271046 94092 164800 12154 211857 171390 19093 21374 PRINTING & PRODUCTION 114507 95735 18772 AUDIO VISUAL 103993 97275 3160 3558 RESEARCH MATERIALS 48051 48051 BUSINESS RELATIONS 32440 26406 2016 4018 13134 3039 3441 6654 15950363 12595768 1789330 1565265 X 356876 243661 0 113215 282 282 18441795 14822575 6185678 7953757 310475 304755 469987 213689 1712163 1487701 1368668 224462 25883301 20136485 23717096 24365118 2086353 10580556 78463635 78601679 1250740 1218029 5269333 12598681 6520073 13816710 X 63718989 56703097 8224573 8081872 71943562 64784969 78463635 78601679 1668362 -8826955 0 X 0 1 X 1 0 X 14071424 19639786 20504922 16743208 15229300 86188640 14071424 19639786 20504922 16743208 15229300 86188640 14533252 71655388 1328536 1499020 1643635 2119331 1989250 8579772 2463 248 2711 94771123 1735348 0.75610 0.76930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1208827 -105252 1103575 1085409 123418 1208827 1027497 57912 1085409 1000000 27497 1027497 0.00000 1.00000 0.00000 0 0 3992 1989 2003 1708171 1485712 222459 224462 LIMITED PARTNERSHIPS 14553596 F LIMITED INVESTMENTS 9811522 F 24365118 DEPOSITS 35678 CASH SURRENDER VALUE OF LIFE INSURANCE 35616 DEFERRED COMPENSATION ASSETS 1640764 RIGHT-OF-USE ASSET 8868498 10580556 DEFERRED COMPENSATION 1640764 OPERATING LEASE LIABILITY 10957917 12598681 X 9051430 -8826955 169747 -8657208 17708638 35400 -125313 -89913 17618725 16210023 169747 169747 16040276 35400 -125313 -89913 15950363 PART V, LINE 4: THE ENDOWMENT WILL FUND THE ZIEGLER FELLOWSHIP. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSE ON THE 169,747. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE RENTAL INCOME NETTED AGAINST OCCUPANCY EXPENSE ON 529,699. THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 6A. SUBLEASE RENTAL EXPENSES REPORTED AS OCCUPANCY EXPENSE ON -655,012. THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSE ON THE 169,747. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUBLEASE RENTAL INCOME NETTED AGAINST OCCUPANCY EXPENSE ON 529,699. THE FINANCIAL STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 6A. SUBLEASE RENTAL EXPENSES REPORTED AS OCCUPANCY EXPENSE ON -655,012. THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B. EUROPE 0 9 PROGRAM SERVICES SEE PART V 227112 MIDDLE EAST AND NORTH AFRICA 0 15 PROGRAM SERVICES SEE PART V 1048108 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SEE PART V 31887 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES SEE PART V 1229 NORTH AMERICA 0 0 PROGRAM SERVICES SEE PART V 184 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS IN REGION 19192176 0 24 0 0 0 24 20500696 0 20500696 1 0 1 1 1 1 PART III ACCOUNTING METHOD: PART I, LINE 3, COLUMN (E): PROGRAM SERVICES DESCRIPTION BY REGION: REGION: EUROPE (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO ATTEND CONFERENCES AND TO CONDUCT RESEARCH IN EUROPE CONCERNING THEIR PARTICULAR RESEARCH PROGRAM. ALSO INCLUDED WERE FEES PAID TO INDEPENDENT CONTRACTORS FOR ANALYSIS AND COMMISSIONED WRITINGS ON VARIOUS TOPICS CONCERNING POLITICAL ISSUES IN THE MIDDLE EAST AND EUROPE AS WELL AS FEES PAID TO INDEPENDENT CONTRACTORS PREFORMING TRANSLATION AND EDITING SERVICES FOR THE INSTITUTE'S PERSIAN WEBSITE AND PRODUCTION FEES FOR A PODCAST SERIES. REGION: MIDDLE EAST AND NORTH AFRICA (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO CONDUCT RESEARCH IN THE MIDDLE EAST CONCERNING THEIR PARTICULAR TYPE OF RESEARCH PROGRAM. AS WELL AS TRAVEL FOR A TRUSTEE MISSION TO THE MIDDLE EAST WHOSE PURPOSE WAS TO PROMOTE INSTITUTE RELATIONS WITH POLITICAL, MILITARY, DIPLOMATIC AND ECONOMIC LEADERS IN THE REGION; BROADEN THE REACH OF INSTITUTE RESEARCH AND ANALYSIS THROUGH TRUSTEE AND STAFF CONTACTS WITH LEADERS AND EXPERTS IN THE MIDDLE EAST AND DEEPEN TRUSTEE UNDERSTANDING OF CRITICAL MIDDLE EAST ISSUES ESSENTIAL TO THEIR LEADERSHIP ROLES IN THE ORGANIZATION. TRUSTEES REIMBURSE THE ORGANIZATION FOR TRAVEL EXPENSES THROUGH PROGRAM REVENUE. ALSO INCLUDED WERE FEES PAID TO INDEPENDENT CONTRACTORS FOR ANALYSIS CONCERNING REGIONAL POLITICAL AND SECURITY ANALYSIS AS WELL AS FOR COMMISSIONED WRITINGS ON VARIOUS TOPICS CONCERNING POLITICAL DEVELOPMENTS IN THE MIDDLE EAST. IN ADDITION, FEES WERE PAID TO A POLLING RESEARCH ORGANIZATION TO CONDUCT PUBLIC OPINION POLLS REGARDING POLITICAL PUBLIC OPINIONS IN THE REGION AS WELL AS PODCAST ADVERTISING FEES AND FEES PAID FOR LANGUAGE LESSONS, TRANSLATIONS AND EDITING SERVICES. REGION: EAST ASIA AND THE PACIFIC (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO CONDUCT RESEARCH IN THE REGION. REGION: NORTH AMERICA (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO ATTEND A RESEARCH CONFERENCE IN THE REGION. REGION: RUSSIA AND INDEPENDENT STATES (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO ATTEND A RESEARCH CONFERENCE IN THE REGION. X X X X X X 1 BARBI ZAKIN EVENTS 370 EAST 76 ST NEW YORK NY 10021 FUNDRAISING STRATEGY/EVENTS 0 1622752 60000 1562752 1622752 60000 1562752 AL AK AR CA CO CT DC FL GA HI IL KS KY MA ME MD MI MN MS MO NH NJ NM NY NC ND NV OH OK OR PA RI SC TN UT VA WA WI WV SCHOLAR AWARD DINNER 1622752 1591642 31110 106440 63307 1622752 1591642 31110 106440 63307 169747 -138637 SCHEDULE G, PART I, LINE 2B, COLUMN (V) REIMBURSABLE EXPENSES WERE PAID FOR BARBI ZAKIN IN THE AMOUNT OF $694 FOR PROFESSIONAL FUNDRAISING EXPENSES. THE AGREEMENT WITH BARBI ZAKIN CALLS FOR THE REIMBURSEMENT OF OUT-OF-POCKET EXPENSES DIRECTLY ASSOCIATED WITH HER WORK FOR THE WASHINGTON INSTITUTE. THE INSTITUTE'S POLICY IS THAT REIMBURSEMENT IS CONDITIONAL UPON RECEIPT OF DOCUMENTATION OF EXPENSES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ROBERT SATLOFF EXECUTIVE DIRECTOR 556934 0 0 0 0 0 30720 0 42285 0 629939 0 0 0 DENNIS ROSS COUNSELOR 345425 0 0 0 0 0 30720 0 49690 0 425835 0 0 0 MICHAEL SINGH MANAGING DIRECTOR 333702 0 0 0 0 0 30720 0 61047 0 425469 0 0 0 DAVID MAKOVSKY SENIOR FELLOW 321158 0 0 0 0 0 30720 0 59471 0 411349 0 0 0 MATTHEW LEVITT SENIOR FELLOW 249917 0 0 0 0 0 25900 0 62460 0 338277 0 0 0 LAURA HANNAH CHIEF FINANCIAL OFFICER 228437 0 0 0 0 0 22540 0 48198 0 299175 0 0 0 DANIEL HECKELMAN DIRECTOR OF DEVELOPMENT 235266 0 0 0 0 0 23235 0 40004 0 298505 0 0 0 MICHAEL EISENSTADT SENIOR FELLOW 220594 0 0 0 0 0 21466 0 52162 0 294222 0 0 0 DAVID SCHENKER SENIOR FELLOW 247428 0 0 0 0 0 24452 0 21423 0 293303 0 0 0 PATRICK CLAWSON DIRECTOR OF RESEARCH 238600 0 0 0 0 0 22843 0 22387 0 283830 0 0 0 PART I, LINE 1A A CHARTER FLIGHT WAS USED FOR LOGISTICAL REASONS ON A TRUSTEE MISSION TRIP IN THE MIDDLE EAST. 11 OFFICERS AND 1 HIGHLY COMPENSATED EMPLOYEE WERE PASSENGERS ON THE FLIGHT. THE FULL COST OF THE FLIGHT WAS REIMBURSED BY THE TRUSTEES AND NONSTAFF OFFICERS WHO WERE PASSENGERS. X 36 695573 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 THE ORGANIZATION BEGAN THE GREAT POWER COMPETITION PROGRAM. FORM 990, PART VI, SECTION A, LINE 2 JAMES AND ZACHARY SCHREIBER HAVE FAMILY AND BUSINESS RELATIONSHIPS. GARY WEXLER AND ROBERT FROMER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE WASHINGTON INSTITUTE HAS ONE CLASS OF MEMBERSHIP: TRUSTEES FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ELECTING THE BOARD OF DIRECTORS AND THE OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B EXCEPT FOR SPECIAL CIRCUMSTANCES CITED IN THE BYLAWS, THE FOLLOWING ACTIONS ARE RESERVED TO THE TRUSTEES: THE AUTHORITY TO ELECT DIRECTORS OR OFFICERS; AND THE POWER TO AMEND THE ARTICLES OF INCORPORATION, ADOPT A PLAN OF MERGER OR CONSOLIDATION, ARRANGE FOR THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION OR EFFECT THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKE VOLUNTARY DISSOLUTION PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. EACH MEMBER OF THE BOARD OF DIRECTORS WAS PROVIDED A COPY OF THE DRAFT 990 AND GIVEN THE OPPORTUNITY TO REVIEW IT BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS, OFFICERS, MEMBERS OF BOARD COMMITTEES AND STAFF. EACH COVERED INDIVIDUAL IS SENT A COPY OF THE POLICY AND ASKED TO ACKNOWLEDGE THAT HE/SHE HAS RECEIVED IT, UNDERSTANDS IT, AND AGREES TO ABIDE BY ITS TERMS. IN ADDITION, SENIOR STAFF ARE REQUIRED TO ANNUALLY COMPLETE A FINANCIAL DISCLOSURE STATEMENT. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT BOARD MEMBERS REPORT ANY POTENTIAL CONFLICT OF INTEREST TO THE BOARD. AN INTERESTED PERSON WITH THE POTENTIAL CONFLICT IS RECUSED FROM THE MEETING AND DOES NOT PARTICIPATE IN THE FINAL DISCUSSION AND VOTING ON THE EXISTENCE OF THE CONFLICT. STAFF MEMBERS MUST DISCLOSE A POTENTIAL CONFLICT OF INTEREST TO AN IMMEDIATE SUPERVISOR OR TO THE EXECUTIVE DIRECTOR. IF THE EXECUTIVE DIRECTOR HAS A POTENTIAL CONFLICT OF INTEREST, S/HE DISCLOSES IT TO THE INSTITUTE'S PRESIDENT OR HIS/HER DESIGNEE, WHO DETERMINES THE EXISTENCE OF A CONFLICT. AT HIS/HER DISCRETION, THE PRESIDENT MAY REFER THE MATTER TO A COMMITTEE OF THE BOARD OR THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE REVIEWED THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER AND THE FIVE HIGHEST COMPENSATED EMPLOYEES, WHO INCLUDE THE KEY EMPLOYEES OF THE ORGANIZATION, TO DETERMINE THE APPROPRIATENESS OF THE COMPENSATION (INCLUDING BENEFITS). COMPARATIVE DATA WAS USED IN THE REVIEW. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS AND, AFTER A DISCUSSION AND REVIEW, THE BOARD APPROVES OR DISAPPROVES THE PROPOSED COMPENSATION. THE DECISION IS RECORDED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETING. THE REVIEW PROCESS FOR 2022 COMPENSATION WAS UNDERTAKEN IN MARCH 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.