Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 880,013 | 1,016,624 | 412,349 | 598,697 | 455,099 | 3,362,782 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 880,013 | 1,016,624 | 412,349 | 598,697 | 455,099 | 3,362,782 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 2,885,547 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 477,235 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 880,013 | 1,016,624 | 412,349 | 598,697 | 455,099 | 3,362,782 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 7,560 | 8,835 | 12,156 | 5,742 | 12,500 | 46,793 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 20,663 | 20,663 | ||||
| 11 | Total support. Add lines 7 through 10 | 3,430,238 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, SECTION C, LINE 17A - FACTS & CIRCUMSTANCES | ALTHOUGH THE ORGANIZATION DOES NOT MEET THE SAFE HARBOR TEST FOR PUBLIC SUPPORT (THIRTY-THREE AND ONE-THIRD), IT BELIEVES THAT THE FOLLOWING FACTS AND CIRCUMSTANCES SUPPORT THE ORGANIZATION'S CONTINUANCE AS A PUBLIC CHARITY. IN SUMMARY, THE ORGANIZATION RECEIVES FUNDING FROM A VARIETY OF SOURCES INCLUDING INDIVIDUAL CONTRIBUTORS, PUBLIC CHARITIES AND LARGE OPERATING FOUNDATIONS. NONE OF THESE FUNDING SOURCES ARE RELATED TO THE ORGANIZATION NOR DO THEY EXERCISE SIGNIFICANT INFLUENCE OVER THE ORGANIZATION'S ACTIVITIES AND OPERATIONS. THE FACTS AND CIRCUMSTANCES ALSO SHOW THAT THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROCESS FOR SOLICITATION OF FUNDS. FINALLY, THE FACTS AND CIRCUMSTANCES WILL DEMONSTRATE THAT OUR PROGRAMS ARE PUBLICLY AVAILABLE AND THAT OUR GOVERNING BOARD IS PUBLIC IN NATURE. AMOUNT OF SUPPORT RECEIVED FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS OR PUBLIC CHARITIES FROM ITS INCEPTION THROUGH FEBRUARY 29, 2020, THE ORGANIZATION HAS RECEIVED CONTRIBUTIONS FROM VARIOUS INDIVIDUAL AND PUBLIC CHARITIES TOTALING OVER $850,000. NONE OF THESE CONTRIBUTIONS WERE FROM OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES OF THE ORGANIZATION. ALTHOUGH THE BALANCE OF ITS FUNDING COMES FROM PRIVATE FOUNDATIONS, THESE FOUNDATIONS ARE NOT THE TYPICAL "FAMILY" FUNDED AND OPERATED FOUNDATIONS WHERE THE CLOSE RELATIONSHIP BETWEEN THE CONTRIBUTOR AND FOUNDATION RESULTS IN UNDUE INFLUENCE ON THE TAX-EXEMPT ORGANIZATION. RATHER, THE ORGANIZATION'S FUNDING IS FROM LARGE BUSINESS LIKE ENTITIES (SUCH AS THE MACARTHUR FOUNDATION OR CARNEGIE CORPORATION OF NEW YORK) WHO ARE MAJOR FUNDERS IN THE TAX-EXEMPT WORLD AND WHO DO NOT EXERT INFLUENCE OVER THE ORGANIZATION. THESE FOUNDATIONS DO NOT PARTICIPATE ON OUR BOARD OF DIRECTORS, NOR DO THEY PARTICIPATE IN OUR PROGRAM MANAGEMENT OR EXERT ANY OTHER SIMILAR TYPE OF INFLUENCE ON OUR ORGANIZATION OR OPERATIONS. GRANTS/FUNDING FROM THESE ORGANIZATIONS ARE EARNED THROUGH A COMPETITIVE PROCESS BASED ON THE MERIT AND EFFECTIVENESS OF OUR PROGRAMS, THE REPUTATION THAT THE ORGANIZATION HAS DEVELOPED AND THE EFFICIENCY OF OUR OPERATIONS. CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS IN BOTH THE RESTRICTED OPERATING GRANTS AND CONTRIBUTION ARENAS. WITH RESPECT TO RESTRICTED OPERATING GRANTS, THE ORGANIZATION REGULARLY MUST APPLY FOR FUNDING THROUGH A COMPETITIVE PROCESS FROM GRANT MAKING ORGANIZATIONS. THIS PROCESS INCLUDES, BUT IS NOT LIMITED TO, SUBMITTING A NARRATIVE AND COST PROPOSAL FOR THE PROGRAM, AN INTERVIEW PROCESS WITH THE RELATIVE PROGRAM OFFICERS AND ANNUAL REPORTING REQUIREMENTS ON BOTH A PROGRAMMATIC AND FINANCIAL BASIS. APPLICATIONS FOR THESE RESTRICTED OPERATING GRANTS ARE SUBMITTED PERIODICALLY, SOME ON A PROJECT BY PROJECT BASIS, WHILE OTHERS ARE SUBMITTED ONCE A YEAR OR ONCE EVERY TWO YEARS. WITH RESPECT TO CONTRIBUTIONS, THE ORGANIZATION REGULARLY SOLICITS CONTRIBUTIONS THROUGH ITS WEB-SITE. AS PROOF OF THESE EFFORTS, THE ORGANIZATION RECEIVED A MAJOR ENDOWMENT IN 2015. OTHER FACTS AND CIRCUMSTANCES A. AVAILABILITY OF PROGRAMS THE ORGANIZATION CONDUCTS RESEARCH ON ISSUES RELATING TO THE NEED TO IMPROVE SECURITY OF NUCLEAR, CHEMICAL AND BIOLOGICAL WEAPONS' COMPLEXES IN RUSSIA AND THE FORMER SOVIET STATES, EUROPE AND ASIA AND ON THE DANGERS OF WEAPONS OF MASS DESTRUCTION INSECURITY IN THE POST-SEPTEMBER 11 WORLD. IT PROVIDES NUMEROUS ANALYSES AND PUBLICATIONS, SPONSORS SEMINARS TO EDUCATE POLICY MAKERS AND ENCOURAGE BIPARTISAN DEBATE ON KEY ISSUES RELATED TO WEAPONS OF MASS DESTRUCTION AND THE U.S. - RUSSIAN SECURITY RELATIONSHIP. IN ADDITION, PGS HAS ALSO HELPED LEAD A MULTI-YEAR EFFORT TO EXPLORE THE LINKAGES WITH CLIMATE CHANGE AND NUCLEAR POWER, AND GLOBAL SECURITY ISSUES. LATELY, PGS HAS FOCUSED ON THESE ISSUES RELATING TO U.S. AND KOREA RELATIONS. THE ORGANIZATION HAS ALSO ENGAGED IN THE DEVELOPMENT OF NEW OPTIONS FOR IMPROVED GLOBAL BIOSECURITY FRAMEWORK, THROUGH THE EVALUATION OF NEW IDEAS, EXAMINING HOW INNOVATIVE CONCEPTS MIGHT BE INTEGRATED INTO EXISTING BIOSECURITY MECHANISMS, OR IMPLEMENTED THROUGH NEW INTERNATIONAL INSTITUTIONS AND MECHANISMS, THE ORGANIZATION'S INFORMATION RESOURCES INCLUDE PUBLICATION OF ITS "NUCLEAR NEWS", A TWICE WEEKLY ELECTRONIC NEWSLETTER DIGEST OF NEWS ARTICLES AND EXTRACTS; ITS ANALYSES OF FEDERAL BUDGETS AND LEGISLATIVE ACTION FOR KEY NONPROLIFERATION PROGRAMS; SUMMARIES OF CONGRESSIONAL HEARINGS FOCUSED ON GLOBAL SECURITY, AND ITS AWARD-WINNING WEB SITE, WHICH IS REGULARLY UPDATED WITH REPORTS, NEWS ARTICLES, AND OFFICIAL DOCUMENTS RELATED TO GLOBAL SECURITY. B. HOW WE BENEFIT THE GENERAL PUBLIC THE ORGANIZATION SERVES THE INTEREST OF THE GENERAL PUBLIC BY; 1) CREATING NEW NONPROLIFERATION AND BIOSECURITY INITIATIVES, 2) DEVELOPING INTERNATIONAL NETWORKS AND NEW POLICY ANALYSIS INSTITUTIONS FOCUSED ON THE NONPROLIFERATION OF WEAPONS OF MASS DESTRUCTION, 3) PROVIDING BRIEFINGS AND ANALYSES FOR THE EDUCATION OF POLICY MAKERS, AND 4) INTERACTING EXTENSIVELY WITH THE MEDIA FOR THE PURPOSE OF INFORMING THE GENERAL PUBLIC ABOUT THE DANGERS OF WEAPONS OF MASS DESTRUCTION. C. BOARD OF DIRECTORS THE BOARD OF DIRECTORS INCLUDES LEADERS IN THE U.S.-RUSSIAN NONPROLIFERATION FIELD AND ARE INSTRUMENTAL IN SHAPING THE POLICIES OF THE ORGANIZATION. THE DIRECTORS INCLUDE THE FOLLOWING: KENNETH LUONGO, PRESIDENT OF THE ORGANIZATION FORMER DIRECTOR OF THE DEPARTMENT OF ENERGY'S OFFICE OF ARMS CONTROL AND NONPROLIFERATION AND SENIOR ADVISOR TO THE SECRETARY OF ENERGY HARVEY RUBIN, MD, PHD IS DIRECTOR OF THE INSTITUTE FOR STRATEGIC THREAT ANALYSIS (ISTAR) AT THE UNIVERSITY OF PENNSYLVANIA. HE IS ALSO A PROFESSOR OF MEDICINE, MICROBIOLOGY AND COMPUTER SCIENCE. RAPHAEL DELLA RATTA IS PRESIDENT OF COMMERCIAL MANAGEMENT COMPANY. HE WAS A MEMBER OF THE PARTNERSHIP FOR GLOBAL SECURITY STAFF FROM 2000-2012. IN CONCLUSION, WE BELIEVE THAT THESE FACTS AND CIRCUMSTANCES CLEARLY SHOW THAT THE PARTNERSHIP FOR GLOBAL SECURITY HAS A CONTINUOUS AND BONA FIDE PROCESS FOR THE SOLICITATION OF FUNDS. THESE FACTS AND CIRCUMSTANCES ALSO DEMONSTRATE THAT OUR PROGRAMS ARE PUBLICLY AVAILABLE AND THAT OUR GOVERNING BOARD IS PUBLIC IN NATURE. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1, | THE PARTNERSHIP FOR GLOBAL SECURITY (PGS) IS A NON-PARTISAN 501(C)(3) ORGANIZATION WORKING HARD TO LEAD THE WORLD TO A SAFER FUTURE. PGS IS A RECOGNIZED INTERNATIONAL LEADER AND INNOVATOR IN THE NUCLEAR AND TRANSNATIONAL SECURITY POLICY AREA. IT PROVIDES ACTIONABLE RESPONSES TO 21ST CENTURY SECURITY CHALLENGES BY ENGAGING INTERNATIONAL, PRIVATE SECTOR, AND MULTIDISCIPLINARY EXPERT PARTNERS TO ASSESS POLICY NEEDS, IDENTIFY EFFECTIVE STRATEGIES, AND DRIVE DEMONSTRABLE RESULTS. PGS IS CONSTANTLY EVALUATING HOW THE CONVERGENCE OF SECURITY, TECHNOLOGY, AND ECONOMIC ISSUES INFLUENCE GLOBAL NUCLEAR CHALLENGES. PGS' FOCUS ON STRATEGIC THINKING AND DEEP UNDERSTANDING OF HOW TO SHAPE, WRITE, AND PACKAGE TIMELY, AUTHORITATIVE, AND ACTIONABLE POLICY PROPOSALS FOR BUSY POLICYMAKERS HAS LED TO NEW INTERNATIONAL SECURITY PROGRAMS AND MILLIONS IN FUNDING FOR NUCLEAR SECURITY. PGS HAS A UNIQUE PERSPECTIVE ON THE NUCLEAR SECURITY CHALLENGE AND A TRACK RECORD OF CREATING BROAD AND INTEGRATED NETWORKS AND PUBLIC-PRIVATE PARTNERSHIPS TO ADDRESS TRANSNATIONAL ISSUES. |
| FORM 990, PART VI, SECTION A, LINE 2 | ONE OF THE DIRECTORS PROVIDES TAX AND ACCOUNTING SERVICES TO BOTH THE ORGANIZATION AND ITS PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF FORM 990 TO THE PRESIDENT AND STAFF. |
| FORM 990, PART VI, SECTION B, LINE 12C | WITH RESPECT TO CONFLICTS OF INTEREST, THE ORGANIZATION IS A SMALL ORGANIZATION. ALL BOARD MEMBERS ARE ACTIVELY INVOLVED IN THE OPERATION OF THE ORGANIZATION. ALL MEMBERS WOULD BE AWARE OF ANY CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE PRESIDENT IS REVIEWED ANNUALLY BASED ON THE ORGANIZATION'S ACCOMLISHMENTS AND COMPENSATION DATA FROM SIMILAR ORGANIZATIONS. ANY CHANGES TO COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF FORM 990 TO THE PRESIDENT AND STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES FORMS 990 AND 1024 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | REVENUES AND SUPPORT NOT RECOGNIZED FOR TAX PURPOSES 249,457. |
| Software ID: | |
| Software Version: |