2025-10-27T15:51:10-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 521376034 WASHINGTON INSTITUTE FOR NEAR EAST POLICY WASH 2024520650 1111 19TH STREET NW 500 WASHINGTON DC 20036 ROBERT SATLOFF EXECUTIVE DIRECTOR 2024520650 2025-10-27 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z ROBERT SATLOFF 1111 19TH STREET NW 500 WASHINGTON DC 20036 27712398 0 X WWW.WASHINGTONINSTITUTE.ORG X 1984 DC TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST. 31 31 102 33 0 0 21938528 17659686 584567 1293002 2007649 2753901 -113084 -179801 24417660 21526788 0 0 0 0 12595432 13894199 65000 65000 2040227 5156525 5915060 17816957 19874259 6600703 1652529 91104034 97524027 13393071 12266212 77710963 85257815 X THE WASHINGTON INSTITUTE SEEKS TO IMPROVE THE QUALITY OF U.S. POLICY TOWARD THE NEAR EAST THROUGH INSIGHT, ANALYSIS AND IDEAS. 0 0 3204627 582361 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 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 75 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 4 ONLINE POLICY FORUMS, 16 IN-HOUSE ROUNDTABLES, AND CONVENED 2 IN-PERSON STRATEGIC DIALOGUES, BRINGING TOGETHER THOUGHT LEADERS AND EXPERTS FROM THE U.S., ISRAEL, AND THE MIDEAST REGION FOR WIDE-RANGING DISCUSSIONS ON MIDEAST FOREIGN POLICY. ADDITIONALLY, THE PROGRAM PRODUCED A PODCAST SERIES WITH OVER 216,581 TOTAL DOWNLOADS (97,574 OF WHICH WERE IN 2024 ALONE). 3031213 83021 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 2024, THE PROGRAM FOCUSED ON THE HEZBOLLAH-ISRAEL WAR AND CEASEFIRE; CHANGES IN LEBANON'S POLITICAL LEADERSHIP; THE REGIONAL IMPACT OF THE GAZA WAR; CONFLICT BETWEEN JORDAN AND THE KINGDOM'S ISLAMISTS; THE HOUTHI THREAT IN THE RED SEA; THE WAR IN SYRIA AND THE FALL OF THE ASSAD REGIME; US RELATIONS WITH IRAQ AND THE FUTURE OF THE US MILITARY DEPLOYMENT THERE; ELECTIONS IN KURDISTAN; EGYPTIAN-ISRAELI RELATIONS AND EGYPT'S ECONOMIC CRISIS; LIBYA'S ONGOING POLITICAL STALEMATE; PRESIDENTIAL ELECTIONS AND DEMOCRATIC BACKSLIDING IN TUNISIA, AND; POLITICAL AND ECONOMIC DEVELOPMENTS IN MOROCCO.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 2024, 18 INSTITUTE SCHOLARS, ASSOCIATES, AND CONSULTANTS ALSO CONTRIBUTED TO THE WORK OF THE ARAB POLITICS PROGRAM. THE PROGRAM'S SCHOLARS APPEARED FREQUENTLY ON U.S. AND REGIONAL TELEVISION AND RADIO, AS WELL AS IN MEDIA OUTLETS IN THE MIDDLE EAST. THE INSTITUTE PUBLISHED 85 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS AND ASSOCIATES ON ITS WEBSITE, MANY OF WHICH FIRST APPEARED IN OTHER ONLINE PUBLICATION SITES AND MAJOR NEWS OUTLETS. THE PROGRAM HELD FREQUENT EVENTS AND CONVENED 20 PRIVATE ROUNDTABLES ON A BROAD RANGE OF TOPICS ATTENDED BY EXECUTIVE BRANCH PERSONNEL, NGO STAKEHOLDERS, INTERNATIONAL OFFICIALS, AND THE WASHINGTON POLICYMAKING COMMUNITY. IN ADDITION, THE INSTITUTE ALSO HOSTED 8 VIRTUAL POLICY FORUM PANELS AND PRODUCED 6 VIDEOS FOCUSED ON IMPORTANT POLICY ISSUES RELATED TO SYRIA. 1704938 132257 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 2024, 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 2024, 11 INSTITUTE SCHOLARS AND 6 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 ISRAELI OPERATIONS IN LEBANON AND THE FALL OF PRESIDENT BASHAR AL-ASSAD IN SYRIA, AND TESTIFIED BEFORE CONGRESS ON ONE OCCASION. THE INSTITUTE PUBLISHED MORE THAN 32 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE, WITH MANY OF THE ARTICLES APPEARING IN OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS.ADDITIONALLY, BOTH SEASONS OF MATTHEW LEVITT'S PODCAST, "BREAKING HEZBOLLAH'S GOLDEN RULE," COMBINED RECEIVED OVER 37,000 DOWNLOADS BETWEEN JANUARY AND DECEMBER 2024. THE PROGRAM HELD 4 POLICY FORUMS, 28 COUNTERING VIOLENT EXTREMISM ROUNDTABLES, AND 18 COMBATING FINANCING OF TERRORISM ROUNDTABLES. ADDITIONALLY, THE PROGRAM LAUNCHED THE IRANIAN EXTERNAL OPERATIONS INTERACTIVE MAP. 1675783 83021 VITERBI PROGRAM ON IRAN AND U.S. POLICY 1400521 83021 DIANE AND GUILFORD GLAZER FOUNDATION PROGRAM ON GREAT POWER COMPETITION AND THE MIDDLE EAST 1323870 83022 BERNSTEIN PROGRAM ON GULF AND ENERGY POLICY 1309380 83022 MILITARY AND SECURITY STUDIES PROGRAM 1108673 83022 TURKISH RESEARCH PROGRAM 955315 83022 PROJECT FIKRA (DEFEATING EXTREMISM THROUGH THE POWER OF IDEAS) 7773542 498130 15714320 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 1 0 0 0 0 1 43 0 1 102 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 MOSES S LIBITZKY PRESIDENT 3.00 X X 0 0 0 JAY BERNSTEIN 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 SHELLY KASSEN CHAIRMAN EMERITUS 3.00 X X 0 0 0 JAMES SCHREIBER CHAIRMAN EMERITUS 3.00 X X 0 0 0 BARBI WEINBERG FOUNDING PRES CHAIRMAN EMERITA (UNTIL 12/11/24) 3.00 X X 0 0 0 JOHN SHAPIRO SENIOR VICE PRESIDENT 3.00 X X 0 0 0 ROBIN CHEMERS NEUSTEIN 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 ABBY JOSEPH COHEN BOARD MEMBER (FROM 4/2024) 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 HELAINE LEVY BOARD MEMBER (FROM 4/2024) 3.00 X 0 0 0 STEVEN LEVY BOARD MEMBER 3.00 X 0 0 0 JEANETTE GARRETTY REINHARD BOARD MEMBER 3.00 X 0 0 0 TONY RUBIN BOARD MEMBER 3.00 X 0 0 0 ZACHARY SCHREIBER BOARD MEMBER (UNTIL 5/2024) 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 3.00 X 0 0 0 RICHARD S ZIMAN BOARD MEMBER 3.00 X 0 0 0 ROBERT SATLOFF EXECUTIVE DIRECTOR 40.00 X 627042 0 83188 LAURA HANNAH CHIEF FINANCIAL OFFICER 40.00 X 254954 0 81222 MICHAEL SINGH MANAGING DIRECTOR 40.00 X 381892 0 101318 PATRICK CLAWSON RESEARCHER COUNSELOR 40.00 X 280089 0 82027 DANIEL HECKELMAN DIRECTOR OF DEVELOPMENT 40.00 X 262448 0 74748 DANA STROUL DIRECTOR OF RESEARCH 40.00 X 227754 0 22176 DENNIS ROSS COUNSELOR 40.00 X 382056 0 87096 DAVID MAKOVSKY SENIOR FELLOW 40.00 X 348534 0 101402 MATTHEW LEVITT SENIOR FELLOW 40.00 X 314843 0 107000 DAVID SCHENKER SENIOR FELLOW 40.00 X 280080 0 51309 MICHAEL EISENSTADT SENIOR FELLOW 40.00 X 243099 0 81124 3602791 0 872610 34 0 1 0 KESEM TECHNOLOGY LLC 4938 HAMPDEN LANE 429 BETHESDA MD 20814 I.T. SERVICES 389795 1 2584054 15075632 2491331 17659686 CONFERENCE/TRIP REVENUE 900099 1130290 1130290 CONTRACTS 900099 162712 162712 1293002 2592630 2592630 2767 2767 6081153 5919882 161271 161271 161271 83160 2584054 265728 -182568 -182568 21526788 1295769 0 2571333 2478858 1734929 384497 359432 8752277 7029384 798748 924145 581511 474065 49317 58129 1385733 1129387 119228 137118 695820 526142 96689 72989 41825 41825 56938 56938 65000 65000 544550 388961 148030 7559 47769 25502 22267 441786 253636 146286 41864 444427 354455 42634 47338 1387371 1096963 141228 149180 1567240 1513403 6505 47332 692747 621861 3274 67612 103097 81516 10495 11086 225190 178053 22923 24214 AUDIO VISUAL 129589 117408 8059 4122 PRINTING & PRODUCTION 100867 94691 6176 RESEARCH MATERIALS 52909 52198 542 169 BUSINESS RELATIONS 46526 32880 3865 9781 32229 8886 16362 6981 19874259 15714320 2119712 2040227 X 596672 427590 0 169082 282 282 18090855 15234547 8226813 6599412 600554 1182724 811754 312870 1769120 1624287 182970 144833 25678300 30836772 27641306 34078378 9871200 9134209 91104034 97524027 1582842 1439979 82836 32500 11727393 10793733 13393071 12266212 X 69155528 78535223 8555435 6722592 77710963 85257815 91104034 97524027 X 1652529 5471255 423068 X 0 1 X 1 0 X 20504922 16743208 15229300 21938528 17659686 92075644 20504922 16743208 15229300 21938528 17659686 92075644 13282113 78793531 1643635 2119331 1989250 1604196 2592630 9949042 2463 248 2711 102027397 2855615 0.77230 0.72190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1229192 113901 1343093 1103575 125617 1229192 1208827 -105252 1103575 1085409 123418 1208827 1027497 57912 1085409 0.00000 1.00000 0.00000 0 0 3992 2544 1448 1765128 1621743 143385 144833 LIMITED PARTNERSHIPS 13517331 F LIMITED INVESTMENTS 20561047 F 34078378 DEPOSITS 35678 CASH SURRENDER VALUE OF LIFE INSURANCE 24844 DEFERRED COMPENSATION ASSETS 2426643 RIGHT-OF-USE ASSET 6647044 9134209 DEFERRED COMPENSATION 2426643 OPERATING LEASE LIABILITY 8367090 10793733 27218400 5471255 265728 5736983 21481417 45371 45371 21526788 20094616 265728 265728 19828888 45371 45371 19874259 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 265,728. 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 265,728. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8C. MIDDLE EAST AND NORTH AFRICA 0 11 PROGRAM SERVICES SEE PART V 1239350 EUROPE 0 12 PROGRAM SERVICES SEE PART V 130572 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES SEE PART V 32587 SOUTH ASIA 0 0 PROGRAM SERVICES SEE PART V 836 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES SEE PART V 89 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS IN REGION 25633303 0 24 0 0 0 24 27036737 0 27036737 1 0 1 1 1 1 PART I, LINE 3, COLUMN (E): PROGRAM SERVICES DESCRIPTION BY REGION: REGION: MIDDLE EAST AND NORTH AFRICA (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO CONDUCT RESEARCH IN THE MIDDLE EAST AND NORTH AFRICA CONCERNING THEIR PARTICULAR RESEARCH PROGRAM. AS WELL AS TRAVEL FOR TRUSTEE MISSIONS TO ISRAEL AND MOROCCO 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 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 A POLLING RESEARCH ORGANIZATION TO CONDUCT A PUBLIC OPINION POLL 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: 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 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 INDEPENDENT CONTRACTORS PERFORMING TRANSLATION AND EDITING SERVICES FOR THE INSTITUTE'S ARABIC AND PERSIAN WEBSITES. 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 IN THE MIDDLE EAST. REGION: SOUTH ASIA (E) SPECIFIC TYPES OF SERVICES IN REGION: TRAVEL FOR STAFF TO CONDUCT RESEARCH/ATTEND CONFERENCES IN THE REGION. 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 2667214 65000 2602214 2667214 65000 2602214 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 2667214 2584054 83160 139847 125881 2667214 2584054 83160 139847 125881 265728 -182568 SCHEDULE G, PART I, LINE 2B, COLUMN (V) REIMBURSABLE EXPENSES WERE PAID FOR BARBI ZAKIN IN THE AMOUNT OF $768 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 627042 0 0 0 0 0 34656 0 48532 0 710230 0 0 0 MICHAEL SINGH MANAGING DIRECTOR 381892 0 0 0 0 0 34656 0 66662 0 483210 0 0 0 DENNIS ROSS COUNSELOR 382056 0 0 0 0 0 34656 0 52440 0 469152 0 0 0 DAVID MAKOVSKY SENIOR FELLOW 348534 0 0 0 0 0 34656 0 66746 0 449936 0 0 0 MATTHEW LEVITT SENIOR FELLOW 314843 0 0 0 0 0 33086 0 73914 0 421843 0 0 0 PATRICK CLAWSON RESEARCHER COUNSELOR 255089 0 25000 0 0 0 27623 0 54404 0 362116 0 0 0 DANIEL HECKELMAN DIRECTOR OF DEVELOPMENT 262448 0 0 0 0 0 25313 0 49435 0 337196 0 0 0 LAURA HANNAH CHIEF FINANCIAL OFFICER 254954 0 0 0 0 0 25142 0 56080 0 336176 0 0 0 DAVID SCHENKER SENIOR FELLOW 280080 0 0 0 0 0 27186 0 24123 0 331389 0 0 0 MICHAEL EISENSTADT SENIOR FELLOW 243099 0 0 0 0 0 23575 0 57549 0 324223 0 0 0 DANA STROUL DIRECTOR OF RESEARCH 227754 0 0 0 0 0 20544 0 1632 0 249930 0 0 0 PART I, LINE 7 PATRICK CLAWSON RECEIVED A MERIT-BASED BONUS DURING THE YEAR OF $25,000. X 38 2491331 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 SCHREIBER AND ZACHARY SCHREIBER HAVE A FAMILY RELATIONSHIP. GARY WEXLER AND ROBERT FROMER HAVE A FAMILY RELATIONSHIP. JAY BERNSTEIN AND TONY RUBIN 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 2024 COMPENSATION WAS UNDERTAKEN IN MARCH 2024. 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: INSURANCE REVENUE, NET OF FLOOD LOSSES 423,068. TWI EDUCATION INITIATIVE LLC 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 332774007 EDUCATION DC 100 100 THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY