2024-11-15T20:12:30-06:00 2024-06-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2023-07-01 130552040 Carnegie Endowment for International Peace % ALISON MARKOVITZ COO CARN 2024837600 1779 MASSACHUSETTS AVE NW Washington DC 20036 ALISON MARKOVITZ COO 2029392223 2024-11-07 true true Marc Berger P01871563 7038930600 2023 2024-10-15 13:58:12Z MARIANO-FLORENTINO CULLAR 1779 MASSACHUSETTS AVE NW Washington DC 20036 147507098 false X WWW.CARNEGIEENDOWMENT.ORG X 1929 NY SEE SCHEDULE O. 30 29 307 34 1868129 1757769 32987756 54613623 1842290 2254639 25031905 29928224 16299 3870 59878250 86800356 0 0 0 0 27858464 32252836 0 0 2102207 19343562 20343031 47202026 52595867 12676224 34204489 522206675 569086413 43179804 42678633 479026871 526407780 X SEE SCHEDULE O. false false 4954556 0 596 MIDDLE EAST. SEE SCHEDULE O. 3756760 0 777852 RUSSIA AND EURASIA. SEE SCHEDULE O. 3352151 0 0 TECHNOLOGY AND INTERNATIONAL AFFAIRS. SEE SCHEDULE O. 3324937 0 575 ASIA 3166910 0 151 COMMUNICATIONS 3093505 0 454 SOUTH ASIA 2826619 0 154228 EUROPE 2288816 0 1308 DEMOCRACY, CONFLICT, AND GOVERNANCE 2851848 0 0 AMERICAN STATECRAFT 2541449 0 100862 NUCLEAR POLICY 2448117 0 0 INFORMATION TECHNOLOGY 1294941 0 0 ADMINISTRATIVE-PRESIDENT 1259785 0 0 AFRICA 0 0 1192947 BUILDING 1030915 0 0 CARNEGIE CALIFORNIA 824396 0 270 SUSTAINABILITY, CLIMATE, AND GEOPOLITICS 730869 0 0 GLOBAL ORDER AND INSTITUTIONS 521342 0 0 LIBRARY 220645 0 26790 CONFERENCE CENTER 223383 0 0 THE VISITING DISTINGUISHED STATESMAN PRO 28648477 0 1477585 40711944 true true false false false false false false false true true true false false true true true false false true true false false false false false false false false true true false false false false false false false false false false true false false false true false false false false true X 131 0 true 307 true true true true BE LE GM IN false false false false false false false false false false X 30 29 true false false false false false false true true false true true true true true true true true true true true true CA FL IL KY MD MA MI MN NJ NY NC PA SC TN VA X X ALISON MARKOVITZ COO 4159393049 1779 MASSACHUSETTS AVE NW WASHINGTON DC 20036 X MARIANO-FLORENTINO CUELLAR PRESIDENT 40.0 0.0 X X 824418 0 53298 PAUL HAENLE DIRECTOR (1/1/23-12/8/23) 40.0 0.0 X 427777 0 78351 DANIEL BAER SeniorVP forPolicyResearch 40.0 0.0 X 394343 0 56047 EVAN FEIGENBAUM VP FOR STUDIES 40.0 0.0 X 336760 0 94243 GEORGE PERKOVICH KEN OLIVER & ANGELA NOMELLINI 40.0 0.0 X 365410 0 64233 ASHLEY TELLIS TATA CHAIR, STRATEGIC AFFAIRS 40.0 0.0 X 335263 0 87760 ALISON MARKOVITZ CHIEF OPERATING OFFICER 40.0 0.0 X 340782 0 38951 ANDREW WEISS James Fam Chair,VP FOR STUDIES 40.0 0.0 X 282273 0 92283 SUZANNE DIMAGGIO SENIOR FELLOW 40.0 0.0 X 282024 0 90603 ALISON M RAUSCH VICE PRESIDENT FOR DEVELOPMENT 40.0 0.0 X 296015 0 76434 MARWAN MUASHER VP FOR STUDIES 40.0 0.0 X 304575 0 60794 THOMAS CAROTHERS FORMER SENIOR VP FOR STUDIES 40.0 0.0 X 304342 0 59856 FRANCES BROWN VP FOR STUDIES 40.0 0.0 X 272079 0 91666 CHRISTOPHER CHIVVIS SENIOR FELLOW 40.0 0.0 X 240204 0 38726 AIYSHA KIRMANI ZAFAR CHIEF FINANCIAL OFFICER 40.0 0.0 X 235240 0 36133 MIRIAM MAGDIELIAS OF 323 VP FOR COMMS & STRATEGY 40.0 0.0 X 174773 0 36617 AYMAN ASFARI TRUSTEE 0.5 0.0 X 0 0 0 JIM BALSILLIE TRUSTEE 1.0 0.0 X 0 0 0 TIM BASS TRUSTEE 1.0 0.0 X 0 0 0 CK BIRLA TRUSTEE 0.2 0.0 X 0 0 0 BILL BRADLEY TRUSTEE 1.0 0.0 X 0 0 0 DAVID BURKE TRUSTEE 0.1 0.0 X 0 0 0 HENRI DE CASTRIES TRUSTEE 1.0 0.0 X 0 0 0 STEVEN A DENNING TRUSTEE 0.5 0.0 X 0 0 0 EILEEN C DONAHOE TRUSTEE 0.0 0.0 X 0 0 0 MARGARET HAMBURG TRUSTEE 0.6 0.0 X 0 0 0 MAHA IBRAHIM TRUSTEE 0.5 0.0 X 0 0 0 JAVED KHAN TRUSTEE 0.0 0.0 X 0 0 0 WALTER B KIELHOLZ TRUSTEE 0.5 0.0 X 0 0 0 BOON HWEE KOH TRUSTEE 0.5 0.0 X 0 0 0 DALE LEFEBVRE TRUSTEE 2.0 0.0 X 0 0 0 SUSAN LIAUTAUD TRUSTEE 1.5 0.0 X 0 0 0 SCOTT MALKIN TRUSTEE 0.5 0.0 X 0 0 0 SUNIL KANT MUNJAL TRUSTEE 0.5 0.0 X 0 0 0 ADEBAYO OGUNLESI TRUSTEE 0.85 0.0 X 0 0 0 KENNETH E OLIVIER TRUSTEE 1.0 0.0 X 0 0 0 JONATHAN OPPENHEIMER TRUSTEE 0.5 0.0 X 0 0 0 CATHERINE JAMES PAGLIA TRUSTEE 2.0 0.0 X 0 0 0 DEVEN PAREKH TRUSTEE 0.5 0.0 X 0 0 0 PENNY PRITZKER TRUSTEE 0.5 0.0 X 0 0 0 ALEJANDRO RAMIREZ MAGANA TRUSTEE 0.5 0.0 X 0 0 0 VICTORIA RANSOM TRUSTEE 0.75 0.0 X 0 0 0 L RAFAEL REIF TRUSTEE 0.5 0.0 X 0 0 0 GEORGE SIGULER TRUSTEE 3.0 0.0 X 0 0 0 RAMEZ FARID SOUSOU TRUSTEE 0.7 0.0 X 0 0 0 ANDREW SPOKES TRUSTEE 1.0 0.0 X 0 0 0 RATAN N TATA TRUSTEE 0.15 0.0 X 0 0 0 SONGYEE YOON TRUSTEE 2.0 0.0 X 0 0 0 YICHEN ZHANG TRUSTEE 0.5 0.0 X 0 0 0 ROBERT ZOELLICK TRUSTEE 2.0 0.0 X 0 0 0 5416278 0 1055995 65 true true false INVESTURE LLC 240 W Main Street Suite 500 CHARLOTTESVILLE VA 22902 INVESTMENT MGMT 1501098 TYPECODE LLC 20 JAY STREET SUITE 294 BROOKLYN NY 11201 WEB DESIGN AND DEVP. 606105 M2 CONSTRUCTION LLC 11250 Roger Bacon Drive Unit13 RESTON VA 20190 CONSTRUCTION SERVICE 424861 ARIEL E LEVITE 102 HAGEFEN STREET RAMAT HASHARON 0 IS 4728746 CONSULTING SERVICES 234387 RICHARD YOUNGS MADRONOS 11 6D MADRID 0 SP 28043 CONSULTING SERVICES 214538 16 8992272 45621351 266062 54613623 RENTAL INCOME 532000 1219322 1219322 U.S. GOVERNMENT REVENUE 900099 877662 877662 EARNED REVENUE 900099 153184 153184 PUBLICATION 900099 4292 4292 MISCELLANEOUS REVENUE 900099 179 179 2254639 4234943 1868129 2366814 0 2295 2295 0 0 0 86400023 60706742 25693281 25693281 25693281 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 1575 1575 1575 86800356 2254639 1868129 28063965 X 0 0 0 0 4643644 1972378 1680815 990451 0 19933782 17617487 1720716 595579 1942506 1663592 206694 72220 4417255 3044480 1309475 63300 1315649 1063238 181685 70726 0 323733 98566 225167 343759 176682 167077 0 0 2897556 2897556 5291770 5257915 32703 1152 0 492522 440677 40057 11788 0 0 2396915 2040794 248771 107350 2883698 2518555 350175 14968 0 1084561 954198 124310 6053 1273796 1039261 164107 70428 0 1455504 1241003 133625 80876 273858 23516 250342 MISCELLANEOUS 921407 889283 20934 11190 PRINTING & PUBLICATIONS 577074 571183 5863 28 EQUIP. RENTAL & MAINTENANCE 126878 99136 21644 6098 52595867 40711944 9781716 2102207 17556387 9745539 678877 10589335 21654065 28402019 607069 546768 0 0 0 0 0 0 0 0 1206829 903491 48928251 16343644 32524844 32584607 36306985 45238171 410380156 440118142 0 0 0 62367 1291463 895974 522206675 569086413 4636973 5811760 0 0 418587 522350 32702101 32740664 0 0 0 0 251031 0 0 0 5171112 3603859 43179804 42678633 X 38108247 41452751 440918624 484955029 479026871 526407780 522206675 569086413 X 34204489 12314641 861779 X X false true X true false X 40772770 34502279 33781332 32987756 54613623 196657760 0 0 40772770 34502279 33781332 32987756 54613623 196657760 51673717 144984043 1041094 1309499 1881982 3393087 2369109 9994771 113223 644233 681593 946637 1782637 4168323 5454 55709 8134 14970 1575 85842 210906696 11013589 0.68743 0.69624 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 344667944 9062888 36094566 17274373 372551025 348935501 664527 11236253 16168337 344667944 370832832 196181 -7115297 14978215 348935501 262904349 381517 122534542 14987576 370832832 274385909 207436 3036852 14725848 262904349 0.10350 0.89650 false false 6374592 6374592 35695252 12125518 23569734 612230 540606 71624 6246177 3677520 2568657 32584607 INVESTURE PE FUND, LP 148679647 F INVESTURE ALTERNATIVE FUND 110479975 F INVESTURE GLOBAL EQUITY FUND 111485917 F INVESTURE EVERGREEN 58161627 F INVESTURE CROSSOVER FUND 8117282 F PARAMETRIC GLOBAL DERIVATIVES 2517065 F SELBY LANE CAPITAL LLC 627123 F TIFF PARTNERS V-US, LLC 49506 F 440118142 0 INTEREST RATE SWAP LIABILITY 2482938 OPERATING LEASE OBLIGATION 939659 BOND INTEREST PAYABLE 181262 3603859 X 97246470 12314641 167250 861779 13343670 83902800 2897556 2897556 86800356 49865561 167250 167250 49698311 2897556 2897556 52595867 SCHEDULE D, PART V, LINE 4: THE ENDOWMENT IS SUBJECT TO THE ENACTED NEW YORK VERSION OF THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (NYPMIFA). THE BOARD OF TRUSTEES HAS INTERPRETED NYPMIFA AS REQUIRING WITH DONOR RESTRICTED NET ASSETS TO INCLUDE THE ORIGINAL VALUE OF THE GIFTS DONATED AND ADDITIONS MADE TO THE PERMANENT ENDOWMENT IN ACCORDANCE WITH THE DONOR GIFT INSTRUMENT. THE REMAINING PORTION OF THE ENDOWMENT THAT IS NOT CLASSIFIED AS PERMANENTLY DONOR RESTRICTED NET ASSETS IS CLASSIFIED AS WITH DONOR RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE IN A MANNER CONSISTENT WITH THE DONOR GIFT INSTRUMENTS AND THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. THE ENDOWMENT MAINTAINS A $10 MILLION PERMANENTLY ENDOWED FUND, CONSISTING OF THE ORIGINAL SUMS RECEIVED FROM ANDREW CARNEGIE AND ACCUMULATED INCOME THEREON. THE TERMS OF THE GIFT INSTRUMENT STIPULATED THAT THE PRINCIPAL MAY NEVER BE EXPENDED; HOWEVER, THE INCOME IS EXPENDABLE. THE ENDOWMENT REPORTS THE ORIGINAL SUMS RECEIVED FROM ANDREW CARNEGIE AS WITH DONOR RESTRICTED NET ASSETS. ACCUMULATED INCOME OF $342,145,240 AS OF THE FISCAL YEAR ENDING JUNE 30, 2024 IS REPORTED AS RESTRICTED NET ASSETS UNTIL APPROPRIATED. THE ENDOWMENT ADOPTED AN INVESTMENT POLICY AND A SPENDING RATE POLICY DESIGNED TO PROVIDE A RELATIVELY PREDICTABLE AND GROWING STREAM OF REVENUES TO THE OPERATING BUDGET. THE ENDOWMENT FOLLOWS AN INVESTMENT POLICY THAT ATTEMPTS TO MAXIMIZE ANNUALIZED RETURNS, NET OF COSTS OVER ROLLING TEN-YEAR PERIODS, WHILE ADHERING TO THE ENDOWMENT'S RISK PARAMETERS. APPROPRIATIONS FROM THE ENDOWMENT FUNDS ARE NOT AVAILABLE FOR EXPENDITURE UNTIL THE ANNUAL BUDGET HAS BEEN APPROVED. APPROPRIATIONS MUST FURTHER PROGRAMMATIC GOALS, ADHERE TO THE TERMS OF THE DONOR'S GIFT INSTRUMENT, AND THE STANDARD OF PRUDENCE PRESCRIBED BY NYPMIFA. SCHEDULE D, PART X, LINE 2: THE ENDOWMENT 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. THE ENDOWMENT ENGAGES IN CERTAIN ACTIVITIES THAT PRODUCE UNRELATED BUSINESS INCOME, AS DEFINED BY FEDERAL INCOME TAX REGULATIONS. THE ENDOWMENT FILES INCOME TAX RETURNS IN THE U.S FEDERAL JURISDICTION. IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES, THE ENDOWMENT RECOGNIZES TAX LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL NOT BE SUSTAINED UPON EXAMINATION AND SETTLEMENT WITH VARIOUS TAXING AUTHORITIES. LIABILITIES FOR UNCERTAIN TAX POSITIONS ARE MEASURED BASED UPON THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. WITH A FEW EXCEPTIONS, THE ENDOWMENT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. MANAGEMENT HAS EVALUATED THE ENDOWMENT'S TAX POSITIONS AND HAS CONCLUDED THAT THE ENDOWMENT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. SCHEDULE D, PART XI, LINE 2D: FAIR VALUE LOSS ON INTEREST RATE SWAP $1,162,800 FOREIGN CURRENCY EXCHANGE LOSS (301,021) -------------- TOTAL OTHER ADJUSTMENTS $ 861,779 Central America and the Caribbean 0 0 Investments 110479975 Europe (Including Iceland and Greenland) 0 0 Program Services EUROPE PROGRAM 2707082 Europe (Including Iceland and Greenland) 2 50 Maintaining offices BRUSSELS AND BERLIN 2375475 Middle East and North Africa 1 38 Maintaining offices BEIRUT OFFICE 1761560 East Asia and the Pacific 0 8 Program Services ASIA PROGRAM 1435144 South Asia 0 0 Program Services SOUTH ASIA PROGRAM 1327251 Middle East and North Africa 0 0 Program Services MIDDLE EAST PROGRAM 1175309 South Asia 1 31 Maintaining offices INDIA OFFICE 571930 Sub-Saharan Africa 0 0 Program Services GLOBAL POLICY PROGRAM 342869 North America 0 0 Program Services GLOBAL POLICY PROGRAM 265663 South America 0 0 Program Services GLOBAL POLICY PROGRAM 141582 Russia and the Newly Independent States 0 0 Program Services RUSSIA EURASIA MOSCOW 126067 4 127 4 127 122709907 122709907 true false true true true true X X true true X X X X X X false false false false false false false false false MARIANO-FLORENTINO CUELLAR PRESIDENT 820692 0 0 0 3726 0 49500 0 3798 0 877716 0 0 0 ALISON MARKOVITZ CHIEF OPERATING OFFICER 340152 0 0 0 630 0 22835 0 16116 0 379733 0 0 0 DANIEL BAER SeniorVP forPolicyResearch 393713 0 0 0 630 0 54588 0 1459 0 450390 0 0 0 GEORGE PERKOVICH KEN OLIVER & ANGELA NOMELLINI 358552 0 0 0 6858 0 45906 0 18327 0 429643 0 0 0 EVAN FEIGENBAUM VP FOR STUDIES 335794 0 0 0 966 0 47758 0 46485 0 431003 0 0 0 ANDREW WEISS James Fam Chair,VP FOR STUDIES 279951 0 0 0 2322 0 45461 0 46822 0 374556 0 0 0 MARWAN MUASHER VP FOR STUDIES 304575 0 0 0 0 0 0 0 60794 0 365369 0 0 0 FRANCES BROWN VP FOR STUDIES 269259 0 0 0 2820 0 43010 0 48656 0 363745 0 0 0 MIRIAM MAGDIELIAS OF 323 VP FOR COMMS & STRATEGY 174458 0 0 0 315 0 0 0 36617 0 211390 0 0 0 ALISON M RAUSCH VICE PRESIDENT FOR DEVELOPMENT 295049 0 0 0 966 0 46448 0 29986 0 372449 0 0 0 AIYSHA KIRMANI ZAFAR CHIEF FINANCIAL OFFICER 234700 0 0 0 540 0 34665 0 1468 0 271373 0 0 0 PAUL HAENLE DIRECTOR (1/1/23-12/8/23) 354148 0 0 0 73629 0 34330 0 44021 0 506128 0 0 0 ASHLEY TELLIS TATA CHAIR, STRATEGIC AFFAIRS 325024 0 0 0 10239 0 43034 0 44726 0 423023 0 0 0 THOMAS CAROTHERS FORMER SENIOR VP FOR STUDIES 297484 0 0 0 6858 0 41484 0 18372 0 364198 0 0 0 SUZANNE DIMAGGIO SENIOR FELLOW 280218 0 0 0 1806 0 44299 0 46304 0 372627 0 0 0 CHRISTOPHER CHIVVIS SENIOR FELLOW 239238 0 0 0 966 0 35535 0 3191 0 278930 0 0 0 SCHEDULE J, PART I, LINE 1A: A HOUSING ALLOWANCE WAS PAID TO AN EMPLOYEE REPORTED ON THE FORM 990 DURING 2023. THE EMPLOYEE WAS A DIRECTOR OF A FOREIGN OFFICE THROUGH 12/08/23; THE HOUSING ALLOWANCES ARE TAXABLE BENEFITS. THE ORGANIZATION ALSO PROVIDED TAX GROSS-UP PAYMENTS TO THE SAME DIRECTOR DURING TAX YEAR 2023, WHICH IS ALSO A TAXABLE BENEFIT. A District of Columbia 536001131 254839K92 2006-05-10 33250000 REFUND A PRIOR ISSUANCE OF DC REVE false false false A 0 0 33250000 0 0 32781358 468642 0 0 0 0 0 2006 true false true true A 0 A false false true true MORGAN STANLEY CAPIT 36. false false false 0 false false A true Schedule K, Part I, Bond Issues: (A) ISSUER NAME: DISTRICT OF COLUMBIA (F) DESCRIPTION OF PURPOSE: REFUND A PRIOR ISSUANCE OF DC REVENUE BONDS ISSUED MARCH 1, 1996. SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: (A) ISSUER NAME: DISTRICT OF COLUMBIA DATE THE REBATE COMPUTATION WAS PERFORMED: 05/10/2006 X 4 266062 FMV 0 false true false SCHEDULE M, PART I, LINE 9, COL (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1: THE CARNEGIE ENDOWMENT GENERATES STRATEGIC IDEAS AND INDEPENDENT ANALYSIS, SUPPORTS DIPLOMACY, AND TRAINS THE NEXT GENERATION OF INTERNATIONAL SCHOLAR-PRACTITIONERS TO HELP COUNTRIES AND INSTITUTIONS TAKE ON THE MOST DIFFICULT GLOBAL PROBLEMS AND ADVANCE PEACE. WITH OVER 170 EXPERTS FROM DIVERSE DISCIPLINES AND PERSPECTIVES, WE WORK ACROSS BORDERS TO EXPAND COOPERATION AND UNDERSTANDING. FORM 990, PART III, LINE 1: THE CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE PROVIDES ANALYSIS ON KEY TOPICS AND REGIONS, INCLUDING EAST AND SOUTH ASIA, AFRICA, EUROPE, RUSSIA AND EURASIA, THE MIDDLE EAST, DEMOCRACY AND GOVERNANCE, NUCLEAR, SUSTAINABILITY AND GEOPOLITICS, GLOBAL INSTITUTIONS, TECHNOLOGY, AND SUBNATIONAL REGIONS, SUCH AS CALIFORNIA. FORM 990, PART III, LINE 4A: MIDDLE EAST - THE CARNEGIE MIDDLE EAST PROGRAM COMBINES IN-DEPTH LOCAL KNOWLEDGE WITH INCISIVE COMPARATIVE ANALYSIS TO EXAMINE ECONOMIC, SOCIOPOLITICAL, AND STRATEGIC INTERESTS IN THE ARAB WORLD. THROUGH DETAILED COUNTRY STUDIES AND THE EXPLORATION OF KEY CROSSCUTTING THEMES, THE CARNEGIE MIDDLE EAST PROGRAM IN WASHINGTON AND THE MALCOLM H. KERR CARNEGIE MIDDLE EAST CENTER IN BEIRUT PROVIDE ANALYSIS AND RECOMMENDATIONS IN ENGLISH AND ARABIC THAT ARE DEEPLY INFORMED BY KNOWLEDGE AND VIEWS FROM THE REGION. CARNEGIE HAS SPECIAL EXPERTISE IN THE DYNAMICS OF POLITICAL, ECONOMIC, AND GEOPOLITICAL CHANGE IN EGYPT, THE GULF, IRAN, ISRAEL/PALESTINE, AND NORTH AFRICA; AND IRAQ, JORDAN, LEBANON, SYRIA, AND YEMEN. FORM 990, PART III, LINE 4B: RUSSIA AND EURASIA - THE RUSSIA AND EURASIA PROGRAM CONTINUES CARNEGIE'S LONG TRADITION OF INDEPENDENT RESEARCH ON MAJOR POLITICAL, SOCIETAL, AND SECURITY TRENDS IN AND U.S. POLICY TOWARD A REGION THAT HAS BEEN UPENDED BY RUSSIA'S WAR AGAINST UKRAINE. LEADERS REGULARLY TURN TO THE PROGRAM'S WORK FOR CLEAR-EYED, RELEVANT ANALYSES ON THE REGION TO INFORM THEIR POLICY DECISIONS. THE PROGRAM WORKS TOGETHER WITH THE CARNEGIE RUSSIA EURASIA CENTER BASED IN BERLIN, WHICH IS HOME TO THE WORLD'S LEADING EXPERTS ON RUSSIA AND THE WIDER REGION. THE CENTER'S SCHOLARS AND DIGITAL MEDIA PLATFORM, CARNEGIE POLITIKA, DELIVER INDEPENDENT ANALYSIS AND STRATEGIC INSIGHT THAT ARE NOT AVAILABLE ANYWHERE ELSE. THE CARNEGIE RUSSIA EURASIA CENTER FOCUSES ON MAJOR POLICY CHALLENGES ACROSS THE ENTIRE REGION IN THE WAKE OF RUSSIA'S UNPROVOKED INVASION OF UKRAINE. FORM 990, PART III, LINE 4C: TECHNOLOGY AND INTERNATIONAL AFFAIRS - THE Carnegie TECHNOLOGY AND INTERNATIONAL AFFAIRS PROGRAM DEVELOPS INSIGHTS TO ADDRESS THE GOVERNANCE CHALLENGES AND LARGE-SCALE RISKS OF NEW TECHNOLOGIES. THE PROGRAM'S EXPERTS IDENTIFY ACTIONABLE BEST PRACTICES AND INCENTIVES FOR INDUSTRY AND GOVERNMENT LEADERS ON ARTIFICIAL INTELLIGENCE, CYBER THREATS, CLOUD SECURITY, COUNTERING INFLUENCE OPERATIONS, REDUCING THE RISK OF BIOTECHNOLOGIES, AND ENSURING GLOBAL DIGITAL INCLUSION. FORM 990, PART VI, SECTION A, LINE 2: STEVEN DENNING AND HENRI DE CASTRIES HAVE A BUSINESS RELATIONSHIP. STEVEN DENNING AND BOON HWEE KOH HAVE A BUSINESS RELATIONSHIP. MARIANO-FLORENTINO CUELLAR AND PENNY PRITZKER HAVE A BUSINESS RELATIONSHIP. BILL BRADLEY AND WALTER KIELHOLTZ HAVE A BUSINESS RELATIONSHIP. JAVED KHAN AND DEVEN PAREKH HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B: PRIOR TO FILING, THE FORM 990 MUST BE REVIEWED BY SEVERAL DIFFERENT LAYERS WITHIN THE ORGANIZATION AS WELL AS BY THE ORGANIZATION'S EXTERNAL LEGAL COUNSEL. A COPY OF THE DRAFT FORM 990, PREPARED BY BDO USA IS DISTRIBUTED TO ALL MEMBERS OF THE AUDIT & RISK COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. A REPRESENTATIVE FROM BDO USA. MEETS WITH MEMBERS OF THE AUDIT & RISK COMMITTEE AT THE OCTOBER BOARD OF TRUSTEES MEETING TO PROVIDE AN OVERVIEW OF THE ORGANIZATION'S CURRENT YEAR FORM 990. THE CHIEF FINANCIAL OFFICER THEN CLOSELY REVIEWS THE FORM 990 AND AGREES ALL AMOUNTS AND DISCLOSURES REFLECTED ON THE FORM TO THE ORGANIZATION'S BOOKS AND RECORDS. THE DRAFT FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXTERNAL LEGAL COUNSEL. THE CHIEF OPERATING OFFICER PERFORMS A REVIEW OF THE FORM 990 PRIOR TO SIGNING. LASTLY, THE FINAL FORM 990 IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY BY REQUIRING THAT ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES SUBMIT AN ANNUAL DISCLOSURE FORM INDICATING WHETHER A FAMILY RELATIONSHIP OR A BUSINESS RELATIONSHIP WITH ANY OFFICER, KEY EMPLOYEE, OR TRUSTEE EXISTS. THE TRUSTEES MUST ALSO LIST ALL AFFILIATIONS WITH ORGANIZATIONS IN WHICH THE TRUSTEE OR IMMEDIATE FAMILY IS AN OFFICER, DIRECTOR, TRUSTEE, OR MAJORITY OWNER. THE TRUSTEE MUST DISCLOSE ANY ACTIVITIES THAT ARE IN CONFLICT WITH THE TRUSTEE'S SERVICE TO THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES SUBMIT THEIR DISCLOSURE FORMS TO THE CHAIRMAN OF THE AUDIT & RISK COMMITTEE FOR REVIEW. ANY PROPOSED TRANSACTION IN WHICH A TRUSTEE HAS A CONFLICT OF INTEREST MUST BE APPROVED BY A MAJORITY OF THE MEMBERS OF THE BOARD OF TRUSTEES OR THE APPLICABLE COMMITTEE ENTITLED TO VOTE WITH THE EXCEPTION OF THE TRUSTEE WITH THE CONFLICT. THE OFFICERS AND KEY EMPLOYEES SUBMIT THEIR ANNUAL DISCLOSURE FORMS TO THE CHIEF OPERATING OFFICER AND THE CHIEF FINANCIAL OFFICER FOR REVIEW. FOR ALL EMPLOYEES, THE ORGANIZATION REQUIRES THAT EMPLOYEES ANNUALLY REVIEW THE CODE OF ETHICS POLICY THAT CONTAINS THE CONFLICT-OF-INTEREST POLICY. MANAGEMENT IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE FORM OF OUTSIDE AFFILIATES TO THE DIRECTOR OF HUMAN RESOURCES. THE CHIEF OPERATING OFFICER AND THE SENIOR VP FOR POLICY RESEARCH REVIEW ALL EMPLOYEE DISCLOSURE FORMS. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS RECOMMENDED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AND APPROVED BY THE FULL BOARD. CARNEGIE ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO PROVIDE SURVEYS OF COMPENSATION OF EXECUTIVE OFFICERS AND COMPARABILITY CHARTS WITHIN THE NON-PROFIT INDUSTRY TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION FOR CARNEGIE'S PRESIDENT. THE ANNUAL COMPENSATION FOR OFFICERS IS BASED ON PERFORMANCE AND REVIEW OF COMPARABILITY CHARTS AND INDEPENDENT COMPENSATION SURVEYS FOR MANAGEMENT OF NON-PROFITS, AS WELL AS SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT AND CONSULTATION WITH THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19: FORM 990 IS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: FAIR VALUE GAIN ON INTEREST RATE SWAP AGREEMENT $1,162,800 CURRENCY EXCHANGE - LOSS $ (301,021) -------------- TOTAL TO FORM 990, PART XI, LINE 9 $ 861,779 FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTORS TOTAL FEES:5291770 CARNEGIE ENDOWMENT FOR INT'L PEACE INDIA UNIT C5/C6 EDENPARK HOTELS PVT LTD NEW DELHI IN 110016 981202455 See Part VII IN 1493004 7204759 Carnegie End CARNEGIE RUSSIA EURASIA CENTER GmbH PARISER PLATZ 4A BERLIN GM 10117 130552040 See Part VII GM 1676413 55060 CARNEGIE END CARNEGIE EUROPE FOUNDATION RUE DU CONGRES 15 BRUSSELS BE 01000 130552040 SEE PART VII BE 552259 417235 CARNEGIE END CARNEGIE CHINA LTD 16 COLLYER QUAY 17-00 COLLYER QUAY CENTRE SN 49318 130552040 SEE PART VII SN 45292 10690 CARNEGIE END SCHEDULE R, PART I, IDENTIFICATION OF DISREGARDED ENTITIES: NAME, ADDRESS, AND EIN OF DISREGARDED ENTITY: CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE INDIA EIN: 98-1202455 UNIT C-5/C-6, EDENPARK HOTELS PVT. LTD, SHAHEED JEET SINGH MARG NEW DELHI-110016 INDIA CARNEGIE EUROPE FOUNDATION ID: 0687.653.388 RUE DU CONGRES, 15 1000 BRUSSELS, BELGIUM CARNEGIE RUSSIA EURASIA CENTER GMBH ID: 27/611/07988 PARISER PLATZ 4A 10117 BERLIN, GERMANY CARNEGIE CHINA LTD ID: 202345509E 16 COLLYER QUAY, #17-00, COLLYER QUAY CENTRE SINGAPORE 49318 SCHEDULE R, PART I, COLUMN (B): CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE INDIA: CARNEGIE INDIA, FOUNDED IN 2016 AND BASED IN NEW DELHI, IS PART OF A ROBUST GLOBAL NETWORK THAT INCLUDES OVER 170 SCHOLARS. THE CENTER FOCUSES PRIMARILY ON THREE INTERRELATED TOPICS: TECHNOLOGY AND SOCIETY, POLITICAL ECONOMY, AND SECURITY STUDIES. LED BY INDIAN EXPERTS WITH DECADES OF POLICY EXPERIENCE, CARNEGIE INDIA ENGAGES WITH GOVERNMENTS, POLICYMAKERS, ACADEMICS, STUDENTS, INDUSTRIES, PRACTITIONERS, AND CIVIL SOCIETY TO PROVIDE INSIGHTFUL AND FRESH ANALYSIS ON INDIA'S PRESSING CHALLENGES AND ITS RISING GLOBAL ROLE. CARNEGIE EUROPE FOUNDATION: THE CARNEGIE EUROPE PROGRAM PROVIDES INSIGHT AND ANALYSIS ON POLITICAL AND SECURITY DEVELOPMENTS WITHIN EUROPE, TRANSATLANTIC RELATIONS, AND EUROPE'S GLOBAL ROLE. THE PROGRAM BRINGS TOGETHER U.S. AND EUROPEAN POLICYMAKERS AND EXPERTS ON THE STRATEGIC ISSUES FACING EUROPE. IT WORKS CLOSELY WITH CARNEGIE EUROPE, WHICH PROVIDES INDEPENDENT AND RELEVANT RESEARCH AND RECOMMENDATIONS ON A WIDE RANGE OF THEMATIC AREAS AT THE CORE OF INTERNATIONAL AND EUROPEAN AFFAIRS INCLUDING DECODING THE INTEGRATION PATH OF THE EUROPEAN UNION, EUROPEAN DEMOCRATIC REFORM, THE DOMESTIC AND GLOBAL CHALLENGES OF CLIMATE CHANGE POLICY, EUROPE'S INTERNATIONAL RELATIONSHIPS, AND THE POTENTIAL REGENERATION OF TRANSATLANTIC RELATIONS. CARNEGIE RUSSIA EURASIA CENTER GMBH: THE CARNEGIE RUSSIA EURASIA CENTER IN BERLIN IS HOME TO THE WORLD'S LEADING EXPERTS ON RUSSIA AND THE WIDER REGION. THE CENTER'S SCHOLARS AND DIGITAL MEDIA PLATFORM, CARNEGIE POLITIKA, DELIVER INDEPENDENT ANALYSIS AND STRATEGIC INSIGHT THAT ARE NOT AVAILABLE ANYWHERE ELSE. THE CARNEGIE RUSSIA EURASIA CENTER FOCUSES ON MAJOR POLICY CHALLENGES ACROSS THE ENTIRE REGION IN THE WAKE OF RUSSIA'S UNPROVOKED INVASION OF UKRAINE. CARNEGIE CHINA IS AN EAST ASIA-BASED RESEARCH CENTER FOCUSED ON CHINA'S REGIONAL AND GLOBAL ROLE. THE CENTER'S SCHOLARS CONDUCT RESEARCH AND ANALYSIS, AND CONVENE AN ARRAY OF ACTIVITIES WITH AND IN CHINA, TO CAST A CRITICAL EYE ON THE COUNTRY'S STRATEGIC AND ECONOMIC TRAJECTORY. THE CENTER ESPECIALLY HIGHLIGHTS SOUTHEAST ASIAN PERSPECTIVES.