Form 990 for tax year 2024

Totals

Total revenue

$38,490,684

Total expenses

$15,039,511

Contributions and grants received

$35,375,000

Grants paid

$3,128,277

Program service revenue

$0

Investment income

$3,107,867

Other revenue

$7,817

Total assets, end of year

$82,294,582

Total liabilities, end of year

$1,819,332

Net assets or fund balances, end of year

$80,475,250

Program services expenses (Part IX)

$9,289,135

Management and general expenses

$5,750,376

Fundraising expenses

$0

Program service expenses (Part III)

$9,289,135

Program services were 61.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2024

• POLICY DEVELOPMENT: THE INSTITUTE ADVANCED NONPARTISAN FOREIGN POLICY RECOMMENDATIONS THROUGH DIRECT ENGAGEMENT WITH U.S. POLICYMAKERS, INCLUDING CONGRESSIONAL BRIEFINGS, POLICY MEMOS, AND PRIVATE ROUNDTABLE DISCUSSIONS. KEY POLICY OUTPUTS INCLUDED DETAILED FRAMEWORKS ON COUNTERING TRANSNATIONAL THREATS, THE STRATEGIC IMPLICATIONS OF GREAT POWER COMPETITION, AND SAFEGUARDING DEMOCRATIC INSTITUTIONS. THESE EFFORTS INFORMED DECISION-MAKING AT FEDERAL AGENCIES AND CONGRESSIONAL OFFICES, PROMOTING VALUES-BASED AND EVIDENCE-DRIVEN POLICY FORMATION.

  Expenses $1,937,004

• THOUGHT LEADERSHIP: THE INSTITUTE HOSTED A SERIES OF PUBLIC AND CLOSED-DOOR EVENTS FEATURING LEADING SCHOLARS, DIPLOMATS, AND PRACTITIONERS TO ADDRESS GLOBAL SECURITY CHALLENGES. ITS STAFF PUBLISHED EDITORIALS, COMMENTARIES, AND EXPERT INTERVIEWS ACROSS MAJOR MEDIA OUTLETS, ELEVATING PUBLIC UNDERSTANDING OF COMPLEX GEOPOLITICAL ISSUES. ADDITIONALLY, THE INSTITUTE CURATED EXPERT PANELS AND SYMPOSIUMS THAT FOSTERED INTERDISCIPLINARY DIALOGUE AND AMPLIFIED UNDERREPRESENTED VOICES IN GLOBAL AFFAIRS DISCOURSE.

  Expenses $4,112,732

• RESEARCH AND ANALYSIS: THE INSTITUTE PRODUCED IN-DEPTH RESEARCH REPORTS, STRATEGIC ASSESSMENTS, AND POLICY BRIEFS EXAMINING THE GEOPOLITICAL DYNAMICS OF THE MIDDLE EAST, EURASIA, AND OTHER KEY REGIONS. RESEARCH OUTPUTS INCLUDED ORIGINAL ANALYSIS OF AUTHORITARIAN INFLUENCE OPERATIONS, DIGITAL WARFARE, AND STATE FRAGILITY. REPORTS WERE DISSEMINATED TO A GLOBAL AUDIENCE AND USED BY THINK TANKS, GOVERNMENT ANALYSTS, AND ACADEMIC INSTITUTIONS TO INFORM LONG-TERM STRATEGY AND POLICY DEVELOPMENT.

  Expenses $3,128,277 · Grants $3,128,277

• TRAINING AND CAPACITY BUILDING

  Expenses $111,122

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• KEYSTONE COLLEGE

  $3,128,277

  GENERAL SUPPORT

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• FAIRFAX UNIVERSITY OF AMERICA

  501(C)(3) · EDUCATION · VA

• FAIRFAX EDUCATIONAL FOUNDATION

  501(C)(3) · PRIVATE FOUNDATION · VA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2024

Filed

17 July 2025

IRS schema version

2024v5.2

Source object

202511989349301606

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