| FORM 990, PAGE 2, PART III, LINE 4A |
2.TRADE: PRODUCED A SERIES OF REPORTS THAT ANALYZED AMERICAN EXPORT TRENDS IN ASIAN MARKETS, MARKET INTEGRATION AMONG NORTH AMERICAN COUNTRIES, OPPORTUNITIES FOR US EXPORTS IN EU MARKETS, AND THE POLICY MECHANISM TO IMPLEMENT TRADE DEALS. 3.SOCIAL SECURITY: RELEASED AN ORIGINAL PROPOSAL TO REFORM SOCIAL SECURITY THROUGH CREATION OF A NATIONAL COMMISSION. 4.ECONOMIC GROWTH: PRODUCED A SERIES OF MEMOS ANALYZING GROWTH INDICATORS AND IMPLICATIONS FOR U.S. GROWTH AS A RESULT OF A POTENTIAL BREACH OF THE NATION'S DEBT LIMIT. |
| FORM 990, PAGE 2, PART III, LINE 4B |
BETWEEN STRANGERS IS SO DANGEROUS IN THE INTERNET AGE. 3.IMMIGRATION: CREATED AN INFOGRAPHIC ENTITLED "TURNING GREEN CARDS INTO GROWTH" TO EMPHASIZE THE ECONOMIC NEED FOR IMMIGRATION REFORM AND EXPLAIN HOW THE FUTURE FLOW OF IMMIGRATION WOULD CHANGE UNDER A COMPREHENSIVE REFORM BILL. 4.MODERATE POLITICS: RELEASED 2 MAJOR REPORTS WHICH DISASSEMBLED THE ASSUMPTIONS UNDERLYING THE IDEA THAT "DEMOGRAPHY EQUALS DESTINY" FOR THE POLITICAL PARTIES AND SHOWED THAT WHILE THE DEMOGRAPHIC MAKEUP OF THE COUNTRY IS INDEED SHIFTING, THE THREE GROWING GROUPS-HISPANIC, ASIAN, AND MILLENNIAL VOTERS-ARE NOT PREDOMINANTLY LIBERAL, THEIR IDEOLOGY IS NOT STABLE, AND THEY DON'T DISPLAY DEEP LOYALTY TO THE DEMOCRATIC BRAND. |
| FORM 990, PAGE 2, PART III, LINE 4C |
TRADE'S FAILURE. 3.RENEWABLE FUELS: RELEASED A MEMO, AND GLOSSARY OF KEY TERMS, THAT PROVIDED BASIC INFORMATION ON BIOFUELS AND US RENEWABLE FUEL POLICY AND EXPLAINED HOW THE ENVIRONMENTAL PROTECTION AGENCY'S PROPOSED CHANGES TO THE FEDERAL RULES ON RENEWABLE FUELS WOULD IMPACT THE DEVELOPMENT AND ECONOMICS OF ADVANCED BIOFUELS. |
| FORM 990, PAGE 2, PART III, LINE 4D |
OTHER PROGRAM SERVICES NATIONAL SECURITY PROGRAM IN 2013, THE NATIONAL SECURITY PROGRAM HAD A NUMBER OF SIGNIFICANT EXEMPT PURPOSE ACHIEVEMENTS, INCLUDING: 1.IRAN: RELEASED A MEMO EXPLAINING THE BENEFITS AND DRAWBACKS OF THE INTERIM NUCLEAR AGREEMENT THAT WOULD LIMIT IRAN'S NUCLEAR WEAPONS PRODUCTION CAPABILITY. 2.DEFENSE BUDGET: RELEASED A MEMO ANALYZING THE ADMINISTRATION'S 2014 DEFENSE BUDGET REQUEST; RELEASED MEMOS ON REDUCING THE BUREAUCRATIC BLOAT AT THE PENTAGON AND ALSO CURBING COSTS OF THE F-35. 3.DIPLOMATIC SECURITY: REVIEWED GOVERNMENT REPORTS ON THE ATTACKS ON US DIPLOMATIC FACILITIES AT BENGHAZI, LIBYA, AND MADE RECOMMENDATIONS FOR SECURITY IMPROVEMENTS. 4.SYRIA: RELEASED A SERIES OF MEMOS ON SYRIA'S CHEMICAL WEAPONS USAGE AND THE BENEFITS OF THE AGREEMENT TO DESTROY THEIR CHEMICAL WEAPONS STOCKPILES. |
| FORM 990, PART VI |
SECTION A, LINE 2: BUSINESS RELATIONSHIPS - TRUSTEE AND OFFICER JONATHAN COWAN SERVES AS A DIRECTOR AND OFFICER OF THIRD WAY INSTITUTE. TRUSTEES DAVID HELLER, HOWARD ROSSMAN, AND THURGOOD MARSHALL, JR. SERVES AS A DIRECTOR OF THIRD WAY INSTITUTE. OFFICER MATTHEW BENNETT SERVES AS AN OFFICER OF THIRD WAY INSTITUTE. |
| FORM 990, PAGE 6, PART VI, LINE 2 |
JOHN DYSON ROBERT DYSON TRUSTEE TRUSTEE BROTHERS BARBARA MANFREY VOGELSTEIN JOHN VOGELSTEIN TRUSTEE CHAIR MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B |
FIRST, THE PRESIDENT, TREASURER AND FINANCIAL CONTROLLER CONDUCTED AN IN-DEPTH REVIEW OF AN ELECTRONIC VERSION OF THE DRAFT FORM 990 AS PREPARED BY THE ACCOUNTANTS. A SECOND DRAFT FORM 990 IS THEN REVIEWED BY LEGAL COUNSEL. AFTER INCORPORATING ADDITIONAL CHANGES, A FINAL VERSION OF THE FORM 990 IS SENT TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING THE TAX RETURN WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C |
THE ORGANIZATION REMINDS STAFF OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THE POLICY PRECLUDES OFFICERS AND EMPLOYEES FROM MAKING ANY DECISIONS FROM WHICH THEY WILL BENEFIT FINANCIALLY. THE POLICY ALSO REQUIRES THAT ANY POTENTIAL CONFLICT OF INTEREST BE DISCLOSED. THE POLICY IS REVIEWED PERIODICALLY BY THE PRESIDENT AND BOARD. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINATIONS ARE MADE ON A CASE-BY-CASE BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A |
THE COMPENSATION COMMITTEE CONDUCTED A REVIEW OF CEO SALARIES FOR COMPARABLY SIZED ORGANIZATIONS TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED, CONDUCTING A COMPENSATION SURVEY AND EVALUATING FORM 990 OF OTHER ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15B |
THE COMPENSATION COMMITTEE CONDUCTED A REVIEW OF CORPORATE OFFICERS'SALARIES FOR COMPARABLY SIZED ORGANIZATIONS TO DETERMINE A REASONABLE COMPENSATION PACKAGE. THE SALARY REVIEW INCLUDED, CONDUCTING A COMPENSATION SURVEY AND EVALUATING FORM 990 OF OTHER ORGANIZATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 |
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, LINE 2C |
THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. |
Attach to Form 990 or 990-EZ.