2024-05-14T12:06:58-05:00 2023-06-30 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2022-07-01 237309933 TRILATERAL COMMISSION (NORTH AMERICA) TRIL 6179986608 2021 L ST NW STE 101 PMB 320 WASHINGTON DC 200364914 RICHARD FONTAINE EXECUTIVE DIRECTOR 6179986608 2024-05-14 1 RICHARD FONTAINE 999009999 0 DANIEL O'SHEA P00957510 3016529100 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RICHARD FONTAINE 2021 L ST NW STE 101 PMB 320 WASHINGTON DC 200364914 1012164 0 X WWW.TRILATERAL.ORG X 1973 DC SEE SCHEDULE O 22 22 2 22 0 0 491650 967119 0 0 941 41402 0 0 492591 1008521 0 0 0 0 162412 125763 0 0 7175 398094 1145720 560506 1271483 -67915 -262962 2489963 2214585 0 0 2489963 2214585 THE TRILATERAL COMMISSION WAS ESTABLISHED TO ENGAGE IN NONPARTISAN ANALYSIS AND DISCUSSION TOWARD DEVELOPING COOPERATIVE SOLUTIONS TO COMMON PROBLEMS FACING THE INDUSTRIALIZED NATIONS IN NORTH AMERICA, EUROPE, AND ASIA PACIFIC. 0 0 1145827 THE ORGANIZATION HOLDS REGIONAL MEETINGS AND AN ANNUAL MEETING TO DEVELOP RESEARCH PAPERS ON VARIOUS ISSUES AFFECTING COMMON WORLD PROBLEMS. 1145827 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 NY X RICHARD FONTAINE 6179986608 2021 L ST NW STE 101 PMB 320 WASHINGTON DC 200364914 B MARC ALLEN NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 CATHERINE BERTINI NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 HERMINIO BLANCO MENDOZA NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 ESTHER BRIMMER NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 MICHAEL CHERTOFF NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 PAULA J DOBRIANSKY NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 WENDY DOBSON NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 RICHARD FALKENRATH NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 DIANA FARRELL NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 DAVID GERGEN NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 JANE HARMAN NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 CARLA A HILLS NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 KAREN ELLIOTT HOUSE NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 HENRY A KISSINGER NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 MONIQUE LEROUX NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 JOSEPH S NYE JR NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 MEGHAN L O'SULLIVAN CHAIR 1.00 X X 0 0 0 DAVID M RUBENSTEIN NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 LUIS RUBIO NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 JEFFREY SIMPSON NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 JAMES B STEINBERG NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 FRANCES F TOWNSEND NORTH AMERICAN TRUSTEE 1.00 X 0 0 0 RICHARD FONTAINE EXECUTIVE DIRECTOR 10.00 X 110000 0 0 110000 0 0 1 0 0 0 ANDREW ERDMAN 109 ARUNDEL PLACE ST LOUIS MO 63105 CAPITALISM REPORT 113063 1 967119 967119 25014 25014 20031 3643 16388 16388 16388 1008521 0 0 41402 110000 77000 27500 5500 7267 5087 1817 363 8496 5947 2124 425 54605 10921 43684 111149 110818 276 55 65530 53253 12098 179 4351 3480 653 218 125356 109083 16273 766616 766616 7150 1430 5720 DUES & SUBSCRIPTIONS 8701 1740 6526 435 FURNISHING AND EQUIPMEN 2262 452 1810 1271483 1145827 118481 7175 56030 57450 2399473 2123775 34460 33360 2489963 2214585 0 0 X 2433322 2214585 56641 0 2489963 2214585 2489963 2214585 -262962 -12416 0 X X 0 1 X 1 0 X 1310907 882516 1501469 491650 967119 5153661 1310907 882516 1501469 491650 967119 5153661 2860869 2292792 6009 10346 543 941 25014 42853 5196514 3356 0.44120 0.48100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 996105 -12416 -12416 1008521 0 1008521 1271483 0 1271483 0 1271483 PART X, LINE 2: TC (NA) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. TAX YEARS PRIOR TO 2019 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE TAX JURISDICTION OF THE DISTRICT OF COLUMBIA. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION ("FASB ASC") TOPIC ON INCOME TAXES, TC (NA) HAS PERFORMED AN EVALUATION OF ITS TAX POSITIONS AND BELIEVES IT HAS APPROPRIATE SUPPORT FOR ITS TAX POSITIONS TAKEN AND, AS SUCH, IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FORM 990, PART I, LINE 1 THE TRILATERAL COMMISSION WAS ESTABLISHED TO ENGAGE IN NONPARTISAN ANALYSIS AND DISCUSSION TOWARD DEVELOPING COOPERATIVE SOLUTIONS TO COMMON PROBLEMS FACING THE INDUSTRIALIZED NATIONS IN NORTH AMERICA, EUROPE, AND ASIA PACIFIC. FORM 990, PART VI, SECTION A, LINE 8B THE AUDIT COMMITTEE AND MEMBERSHIP COMMITTEE REPORT THEIR FINDINGS TO THE BOARD OF TRUSTEES AT THE BOARD OF TRUSTEES MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR OF TRILATERAL COMMISSION REVIEWS THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A NEW COMPLIANCE FORM WAS ADOPTED IN OCTOBER 2011 IN ORDER TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE BOARD FOLLOWS-UP EACH YEAR ON ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A MODIFIED CASH BASIS.