| Form 990, Part VI, Section A, Line 2: |
JONATHAN OPPENHEIMER AND DAVID BURKE 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 LLP is distributed to all members of the audit & risk committee of the board of trustees for review. A representative from BDO USA LLP. 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 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 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 director of human resources 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 governance committee of the board of trustees and is based on performance and independent surveys of compensation for executive officers within the non-profit industry and comparability charts. The board of trustees approves the president's annual compensation. The annual compensation for officers is recommended by the organization's president to the governance committee and is based on performance and review of comparability charts and independent compensation surveys for management of non-profits. The governance committee considers the recommendation and makes revisions if necessary prior to recommending to the board of trustees. The board of trustees approves the annual compensation for officers. |
| Form 990, Part VI, Section C, Line 19: |
Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d). |
| Form 990, Part XI, Line 9: |
Fair Value Gain on Interest Rate Swap Agreement $2,726,029 Currency Exchange - Loss ($414,490) Total to Form 990, Part XI, Line 9 $2,311,539 |
| Form 990, Part XII, Line 2C: |
CONSISTENT WITH INDUSTRY BEST PRACTICES, AFTER MORE THAN 10 YEARS WITH THE SAME INDEPENDENT AUDITORS CARNEGIE'S BOARD OF TRUSTEES' AUDIT & RISK COMMITTEE DID AN RFP AND SELECTED A NEW AUDIT FIRM. |
| FORM 990, PART I, LINE 1: |
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IS A UNIQUE GLOBAL NETWORK OF POLICY RESEARCH CENTERS IN RUSSIA, CHINA, EUROPE, THE MIDDLE EAST, INDIA, AND THE UNITED STATES. OUR MISSION, DATING BACK MORE THAN A CENTURY, IS TO ADVANCE THE CAUSE OF PEACE THROUGH ANALYSIS AND DEVELOPMENT OF FRESH POLICY IDEAS AND DIRECT ENGAGEMENT AND COLLABORATION WITH DECISION-MAKERS IN GOVERNMENT, BUSINESS AND CIVIL SOCIETY. WORKING TOGETHER, OUR CENTERS BRING THE INESTIMABLE BENEFIT OF MULTIPLE NATIONAL VIEWPOINTS TO BILATERAL, REGIONAL AND GLOBAL ISSUES. |
| FORM 990, PART III, LINE 1: |
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE IS A UNIQUE GLOBAL NETWORK OF POLICY RESEARCH CENTERS IN RUSSIA, CHINA, EUROPE, THE MIDDLE EAST, INDIA, AND THE UNITED STATES. OUR MISSION, DATING BACK MORE THAN A CENTURY, IS TO ADVANCE THE CAUSE OF PEACE. |
| FORM 990, PART III, LINE 4A: |
MIDDLE EAST - THE CARNEGIE MIDDLE EAST CENTER IN BEIRUT AND THE CARNEGIE MIDDLE EAST PROGRAM IN WASHINGTON BRING TOGETHER 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, THEY PROVIDE RECOMMENDATIONS IN BOTH ENGLISH AND ARABIC THAT ARE DEEPLY INFORMED BY KNOWLEDGE AND VIEWS FROM THE REGION. THE MIDDLE EAST CENTER AND PROGRAM PUBLISH TIMELY ANALYSES AND HOST PRIVATE AND PUBLIC EVENTS ON KEY MIDDLE EAST ISSUES SUCH AS: ARAB COUNTRIES IN TRANSITION IN THE AFTERMATH OF THE UPRISINGS; REGIONAL CONFLICTS, WITH A FOCUS ON THE DEVELOPING THREATS OF TERRORISM, SECTARIANISM, AND JIHADISM; INTERNATIONAL RELATIONS AND FOREIGN POLICY, WITH A FOCUS ON THE INTERPLAY OF VARIOUS LOCAL ACTORS AND WESTERN POWERS; ECONOMIES OF THE ARAB WORLD, WITH EMPHASIS ON TRANSITIONAL ECONOMIES, ECONOMIES OF WAR, AND OIL-PRODUCING COUNTRIES. |
| FORM 990, PART III, LINE 4B: |
ASIA - THE CARNEGIE ASIA PROGRAM, IN COORDINATION WITH THE CARNEGIE-TSINGHUA CENTER FOR GLOBAL POLICY IN BEIJING, PROVIDES UNPARALLELED DEPTH OF ANALYSIS AND THOUGHTFUL, CAREFULLY CRAFTED POLICY RECOMMENDATIONS ON THE COMPLEX ECONOMIC, SECURITY, AND POLITICAL DEVELOPMENTS IN THE ASIA-PACIFIC REGION. EXPERTS IN BEIJING, BRUSSELS, MOSCOW, WASHINGTON, AND ELSEWHERE AROUND THE GLOBE, WORK TO ENGAGE POLICYMAKERS AND THE BUSINESS COMMUNITY IN THE UNITED STATES AND ACROSS EAST AND SOUTHEAST ASIA ON A WIDE RANGE OF ISSUES, INCLUDING: CHINESE AND SOUTHEAST ASIAN ECONOMIC PROSPECTS; JAPAN AND U.S.-CHINA RELATIONS; INTRA-REGIONAL TERRITORIAL DISPUTES; STRATEGIC MILITARY BALANCE. |
| FORM 990, PART III, LINE 4C: |
RUSSIA EURASIA MOSCOW - SINCE THE END OF THE COLD WAR, THE CARNEGIE RUSSIA AND EURASIA PROGRAM HAS LED THE FIELD ON EURASIAN SECURITY, INCLUDING STRATEGIC NUCLEAR WEAPONS, NONPROLIFERATION, DEVELOPMENT, ECONOMIC AND SOCIAL ISSUES, GOVERNANCE, AND THE RULE OF LAW. CARNEGIE WAS THE FIRST WESTERN THINK TANK TO OPEN A CENTER IN MOSCOW AFTER THE FALL OF THE SOVIET UNION AND SINCE THAT TIME, THE CENTER AND THE PROGRAM HAVE ACHIEVED PREEMINENCE THROUGH THEIR ANALYSIS OF RUSSIA'S POLITICAL DIRECTION AND ENGAGEMENT WITH THE EURO-ATLANTIC COMMUNITY. COMMITTED TO THE PRINCIPLES OF INTERNATIONAL SCHOLARSHIP AND OBJECTIVITY, THE CARNEGIE MOSCOW CENTER SERVES AS A VENUE THAT PROVIDES A FREE AND OPEN FORUM FOR THE DISCUSSION OF CRITICAL IDEAS. |
Attach to Form 990 or 990-EZ.