2024-11-12T12:06:08-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 521376034 WASHINGTON INSTITUTE FOR NEAR EAST POLICY WASH 2024520650 1111 19TH STREET NW 500 WASHINGTON DC 20036 ROBERT SATLOFF EXECUTIVE DIRECTOR 2024520650 2024-11-12 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z ROBERT SATLOFF 1111 19TH STREET NW 500 WASHINGTON DC 20036 27214271 0 X WWW.WASHINGTONINSTITUTE.ORG X 1984 DC TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST. 31 31 96 31 0 0 15229300 21938528 788200 584567 1864927 2007649 -263702 -113084 17618725 24417660 0 0 0 0 10635735 12595432 60000 65000 1678698 5254628 5156525 15950363 17816957 1668362 6600703 78601679 91104034 13816710 13393071 64784969 77710963 X THE WASHINGTON INSTITUTE SEEKS TO IMPROVE THE QUALITY OF U.S. POLICY TOWARD THE NEAR EAST THROUGH INSIGHT, ANALYSIS AND IDEAS. 0 0 3012856 20795 LINDA AND TONY RUBIN PROGRAM ON ARAB POLITICS: THE LINDA AND TONY RUBIN 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.IN 2023, THE PROGRAM FOCUSED ON POLICY IMPLICATIONS FOR THE US RELATED TO IRAN'S GROWING INFLUENCE IN THE REGION; THE IMPACT AND EFFECTS OF THE GAZA WAR ON THE REGION; IRANIAN-BACKED MILITIAS AND POLITICAL PARTIES' INFLUENCE IN IRAQ, AND THE DISPOSITION OF IRAQI KURDISTAN; EGYPT'S ECONOMIC CRISIS; LEBANON'S DETERIORATION AND HEZBOLLAH'S GROWING CONTROL OF THE STATE; THE ASSAD REGIME'S REGIONAL REINTEGRATION AND THE FUTURE OF THE US TROOP PRESENCE IN SYRIA; THE ONGOING POLITICAL DEADLOCK IN LIBYA; DEMOCRATIC BACKSLIDING IN TUNISIA; WASHINGTON'S COMPLICATED BILATERAL RELATIONSHIP WITH ALGERIA, AND; CHINESE ECONOMIC INROADS INTO NORTH AFRICAN ECONOMIES.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 2023, SIXTEEN INSTITUTE SCHOLARS, ASSOCIATES, AND CONSULTANTS ALSO CONTRIBUTED TO THE WORK OF THE ARAB POLITICS PROGRAM. PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 80 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE AND MANY OF THE ARTICLES APPEARED IN OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS. THE PROGRAM HELD FREQUENT EVENTS, INCLUDING BUT NOT LIMITED TO BI-WEEKLY VIRTUAL SESSIONS CONVENED ON IRAQ, AND CONVENED 51 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 NINE VIRTUAL POLICY FORUM PANELS. 2349987 20795 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.PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 55 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 AN IN-PERSON STRATEGIC DIALOGUE AS WELL AS A SERIES OF VIRTUAL MINI-DIALOGUES, 10 ONLINE POLICY FORUMS, AND 11 IN-HOUSE ROUNDTABLES. THE PROGRAM ALSO PRODUCED A PODCAST SERIES AND MAINTAINS AN INTERACTIVE WEBSITE TRACKING JEWISH SETTLEMENTS IN THE WEST BANK. 1705610 194509 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 2023, 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, WHO FOCUSES PRIMARILY ON TRENDS IN GLOBAL SALAFI JIHADISM, AND DEVORAH MARGOLIN, WHO WORKS ON ISSUES SURROUNDING REPATRIATION AND THE IMPACT OF EXTREMISM ON WOMEN AND CHILDREN.IN ADDITION, IN 2023, 4 INSTITUTE SCHOLARS AND 8 ASSOCIATES AND CONSULTANTS ALSO CONTRIBUTED TO THE WORK OF THE CTI PROGRAM. CTI SENIOR FELLOWS APPEARED FREQUENTLY ON TELEVISION AND RADIO, ESPECIALLY IN THE MONTHS FOLLOWING HAMAS'S OCTOBER 7 ATTACK ON ISRAEL, AND TESTIFIED BEFORE CONGRESS ON FOUR OCCASIONS. THE INSTITUTE PUBLISHED MORE THAN 38 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE, WITH MANY OF THE ARTICLES APPEARING IN OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS.ADDITIONALLY, MATTHEW LEVITT PUBLISHED SEASON 2 (8 EPISODES) OF THE INSTITUTE PODCAST, "BREAKING HEZBOLLAH'S GOLDEN RULE, AND BOTH SEASONS COMBINED RECEIVED OVER 44,000 DOWNLOADS BETWEEN JANUARY AND DECEMBER 2023. THE PROGRAM HELD 7 POLICY FORUMS, 28 COUNTERING VIOLENT EXTREMISM ROUNDTABLES, AND 16 COMBATING FINANCING OF TERRORISM ROUNDTABLES. ADDITIONALLY, THE PROGRAM LAUNCHED THE ISLAMIC STATE INTERACTIVE MAP AND MADE SIGNIFICANT PROGRESS ON DEVELOPING THE IRANIAN EXTERNAL OPERATIONS MAP, WHICH WILL BE RELEASED MID-2024. 1664834 132645 VITERBI PROGRAM ON IRAN AND U.S. POLICY 1208357 132643 GLAZER FOUNDATION PROGRAM ON GREAT POWER COMPETITION AND THE MIDDLE EAST 1182143 20795 MILITARY AND SECURITY STUDIES PROGRAM 1156808 20795 PROJECT FIKRA (ARABIC-ENGLISH ANALYTICAL AND POLICY EXCHANGE PROGRAM) 1007493 20795 TURKISH RESEARCH PROGRAM 1001336 20795 BERNSTEIN PROGRAM ON GULF AND ENERGY POLICY 7220971 348468 14289424 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 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 44 0 1 96 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 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 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 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 STEVEN LEVY BOARD MEMBER (FROM 5/2023) 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 TONY RUBIN BOARD MEMBER (FROM 5/2023) 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 BILL WOLFE BOARD MEMBER (FROM 5/2023) 3.00 X 0 0 0 RICHARD S ZIMAN BOARD MEMBER 3.00 X 0 0 0 ROBERT SATLOFF EXECUTIVE DIRECTOR 40.00 X 627615 0 74310 LAURA HANNAH CHIEF FINANCIAL OFFICER 40.00 X 243179 0 77644 MICHAEL SINGH MANAGING DIRECTOR 40.00 X 360210 0 94037 DANIEL HECKELMAN DIRECTOR OF DEVELOPMENT 40.00 X 247518 0 72441 PATRICK CLAWSON DIRECTOR OF RESEARCH 40.00 X 246889 0 48739 DENNIS ROSS COUNSELOR 40.00 X 366042 0 80540 DAVID MAKOVSKY SENIOR FELLOW 40.00 X 333639 0 99276 MATTHEW LEVITT SENIOR FELLOW 40.00 X 316685 0 94889 MICHAEL EISENSTADT SENIOR FELLOW 40.00 X 234939 0 79042 DAVID SCHENKER SENIOR FELLOW 40.00 X 261034 0 49199 3237750 0 770117 33 0 1 0 KESEM TECHNOLOGY LLC 4938 HAMPDEN LANE 429 BETHESDA MD 20814 I.T. SERVICES 354628 1 2376039 19562489 1567571 21938528 CONFERENCE/TRIP REVENUE 900099 502880 502880 CONTRACTS 900099 81687 81687 584567 1604196 1604196 3002575 2599122 403453 403453 403453 84405 2376039 197489 -113084 -113084 24417660 584567 0 1894565 2092582 1381076 366248 345258 8227760 6876109 633728 717923 556308 473709 36980 45619 1109127 950826 68894 89407 609655 473672 78738 57245 53221 53221 55915 55915 65000 65000 809343 631188 169236 8919 44047 8530 35517 371767 221290 118556 31921 403458 329967 34683 38808 1399932 1138144 126617 135171 781683 743446 1932 36305 578510 515247 12032 51231 98716 80260 8921 9535 223020 181342 20140 21538 AUDIO VISUAL 123777 115731 4812 3234 PRINTING & PRODUCTION 75858 66832 9026 RESEARCH MATERIALS 59230 56993 542 1695 BUSINESS RELATIONS 42577 36276 2370 3931 35471 8786 19753 6932 17816957 14289424 1848835 1678698 X 448400 323956 0 124444 282 282 14822575 18090855 7953757 8226813 304755 600554 213689 811754 1704160 1521190 224462 182970 20136485 25678300 24365118 27641306 10580556 9871200 78601679 91104034 1218029 1582842 82836 12598681 11727393 13816710 13393071 X 56703097 69155528 8081872 8555435 64784969 77710963 78601679 91104034 X 6600703 6599484 -274193 X 0 1 X 1 0 X 19639786 20504922 16743208 15229300 21938528 94055744 19639786 20504922 16743208 15229300 21938528 94055744 19765666 74290078 1499020 1643635 2119331 1989250 1604196 8855432 2463 248 2711 102913887 2002538 0.72190 0.75610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1103575 125617 1229192 1208827 -105252 1103575 1085409 123418 1208827 1027497 57912 1085409 1000000 27497 1027497 0.00000 1.00000 0.00000 0 0 3992 2266 1726 1700168 1518924 181244 182970 LIMITED PARTNERSHIPS 17342003 F LIMITED INVESTMENTS 10299303 F 27641306 DEPOSITS 35678 CASH SURRENDER VALUE OF LIFE INSURANCE 30644 DEFERRED COMPENSATION ASSETS 2037518 RIGHT-OF-USE ASSET 7767360 9871200 DEFERRED COMPENSATION 2037518 OPERATING LEASE LIABILITY 9689875 11727393 31176669 6599484 197489 6796973 24379696 37964 37964 24417660 17976482 197489 197489 17778993 37964 37964 17816957 PART V, LINE 4: THE ENDOWMENT WILL FUND THE ZIEGLER FELLOWSHIP. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSE ON THE 197,489. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED AS EXPENSE ON THE 197,489. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. EUROPE 0 10 PROGRAM SERVICES SEE PART V 493555 MIDDLE EAST AND NORTH AFRICA 0 11 PROGRAM SERVICES SEE PART V 364296 EAST ASIA AND THE PACIFIC 0 3 PROGRAM SERVICES SEE PART V 8853 NORTH AMERICA 0 1 PROGRAM SERVICES SEE PART V 5972 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES SEE PART V 203 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS IN REGION 21312747 0 25 0 0 0 25 22185626 0 22185626 1 0 1 1 1 1 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. AS WELL AS TRAVEL FOR A TRUSTEE MISSION TO EUROPE 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; AND DEEPEN TRUSTEE UNDERSTANDING OF CRITICAL 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 COMMISSIONED WRITINGS ON VARIOUS TOPICS CONCERNING POLITICAL AND SECURITY DEVELOPMENTS IN THE MIDDLE EAST. IN ADDITION, FEES WERE PAID TO INDEPENDENT CONTRACTORS PERFORMING TRANSLATION AND EDITING SERVICES FOR THE INSTITUTE'S PERSIAN AND ARABIC WEBSITES 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. ALSO INCLUDED WERE FEES PAID TO INDEPENDENT CONTRACTORS FOR ANALYSIS CONCERNING MIDDLE EASTERN POLITICAL AND SECURITY ISSUES AS WELL AS FOR COMMISSIONED WRITINGS ON VARIOUS TOPICS CONCERNING POLITICAL AND SECURITY DEVELOPMENTS IN THE MIDDLE EAST. IN ADDITION, FEES WERE PAID TO POLLING RESEARCH ORGANIZATIONS TO CONDUCT PUBLIC OPINION POLLS REGARDING POLITICAL PUBLIC OPINIONS IN THE MIDDLE EAST 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/ATTEND CONFERENCES IN THE REGION. ALSO INCLUDED WERE FEES PAID TO INDEPENDENT CONTRACTORS FOR COMMISSIONED WRITINGS ON VARIOUS TOPICS CONCERNING POLITICAL AND SECURITY DEVELOPMENTS AFFECTING THE MIDDLE EAST. REGION: NORTH AMERICA (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO CONDUCT RESEARCH/ATTEND CONFERENCES IN THE REGION. ALSO INCLUDED WERE FEES PAID TO AN INDEPENDENT CONTRACTOR FOR A COMMISSIONED WRITING CONCERNING POLITICAL DEVELOPMENTS IN THE MIDDLE EAST. REGION: RUSSIA AND NEIGHBORING STATES (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO CONDUCT RESEARCH/ATTEND CONFERENCES IN THE REGION. X X X X X X 1 BARBI ZAKIN EVENTS 370 EAST 76 ST SUITE B503 NEW YORK NY 10021 FUNDRAISING STRATEGY/EVENTS 0 2460444 65000 2395444 2460444 65000 2395444 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 2460444 2376039 84405 114138 83351 2460444 2376039 84405 114138 83351 197489 -113084 SCHEDULE G, PART I, LINE 2B, COLUMN (V) REIMBURSABLE EXPENSES WERE PAID FOR BARBI ZAKIN IN THE AMOUNT OF $692 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 X X X 0 0 0 0 0 0 0 1 0 ROBERT SATLOFF EXECUTIVE DIRECTOR 591615 0 36000 0 0 0 33192 0 41118 0 701925 0 0 0 MICHAEL SINGH MANAGING DIRECTOR 360210 0 0 0 0 0 33192 0 60845 0 454247 0 0 0 DENNIS ROSS COUNSELOR 366042 0 0 0 0 0 33192 0 47348 0 446582 0 0 0 DAVID MAKOVSKY SENIOR FELLOW 333639 0 0 0 0 0 33192 0 66084 0 432915 0 0 0 MATTHEW LEVITT SENIOR FELLOW 316685 0 0 0 0 0 33192 0 61697 0 411574 0 0 0 LAURA HANNAH CHIEF FINANCIAL OFFICER 243179 0 0 0 0 0 23963 0 53681 0 320823 0 0 0 DANIEL HECKELMAN DIRECTOR OF DEVELOPMENT 247518 0 0 0 0 0 24125 0 48316 0 319959 0 0 0 MICHAEL EISENSTADT SENIOR FELLOW 234939 0 0 0 0 0 22745 0 56297 0 313981 0 0 0 DAVID SCHENKER SENIOR FELLOW 261034 0 0 0 0 0 25350 0 23849 0 310233 0 0 0 PATRICK CLAWSON DIRECTOR OF RESEARCH 246889 0 0 0 0 0 23752 0 24987 0 295628 0 0 0 PART I, LINE 7 ROBERT SATLOFF RECEIVED A MERIT-BASED BONUS DURING THE YEAR OF $36,000. X 32 1567571 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS. 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 2023 COMPENSATION WAS UNDERTAKEN IN MARCH 2023. 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. FORM 990, PART XI, LINE 9: LOSS FROM FLOOD, NET OF INSURANCE REVENUE -274,193.