Beruflich Dokumente
Kultur Dokumente
Form
990
OMB
2009
... Theorganization
mayhaveto usea copyof this returnto satisfystatereportingrequirements
r~""'~
Amended
return
Alexandria
VA
offocer
D Apphcat,onpending F Nameandaddressof proncopal
No 1545-0047
Identification
Number
D Employer
52-2166327
number
E Telephone
(703)
535-3563
22314-2903
I
J
K
I Part I
Summary
QI
I)
c
Ill
c
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0
c,
eel
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c:(
Prior Year
QI
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cQI
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QI
,,,
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17
18
19
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20
21
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22
I Part II
388,184.
442,174.
wpare r's
z Use
~Only
----V..........
t:U
tit:L,t:I
(.)
~
.... AUG1 7 20\0
Signatuie. Blpck
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.U'".....
ee
larationof prepa
.--,4
~tff1cer
.,... Whitnev
L. Bal
Typeor printnameandtitle
0...
UJ
en Paid
0 Pre
true,c rr t. an o
Sign
Here
231,847.
b Total fundra1sing expenses (Part IX, column (D), line 25) ...
.u
16 778, 729.
620,820.
25,330.
4,220.
17,429,099.
12,641,403.
16a Professional fundra1sing fees (Part IX, column (A), line 11e)
b3
~
C;)
Current Year
10,634
041.
552,242.
-160,925.
778.
11,026,136.
9,427,072.
8
9
r tha
..-11sI
--
I 1-r
Beainnina of Year
End of Year
10,550,875.
14,035.
10,536,840.
13,798,855.
17,864.
13,780,991.
lo8/13/10
Date
& CEO
Date
Preparer's
signature
1 400,796.
14,484,373.
2,944,726.
lJl .. lJr".,,_
""'I
,:t:'.;)!.~
.-:Fiji,. teml,nts,
andto the~estof myknowledge
andbehef,111s
euu" alhnformat1on
of wh1cpreparerasanyknowlege
/V
President
1,435
745.
11,251,001.
-224,865.
.....
Firm'sname(or
yours1fself
emJ,'oyed). .....
ad ress,and
ZIP+4
0
(!;;'Maythe IRS discuss this return with the preparer shown above? (see instructions)
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Check11
self
employed
..o
Preparer's
1dent1fying
number
(seeinstructions)
...
EIN
Phoneno
...
TEEA0101
6,t,
D Yes O No
01120109
"
,.
IPart Ill I
Donors
Trust,
Inc~
Page 2
52-2166327
2 Did the organization undertake any s1gnif1cantprogram services during the year which were not listed on the prior
_
_
_
4a(Code
)(Expenses$
13,117,707.
includ1nggrantsof $
12,636,917.)(Revenue
$
15,418,786.)
OAF PROGRAM -_A DONOR ADVISED FUND_ (OAF) PROGRAM ALLOWING DAF CONTRIBUTORS TO ______
ADVISE GRANTS THAT_SUPPORT_CHARITIES
WHICH ALLEVIATE,
THROUGH EDUCATIONL __________
RESEARCH AND PRIVATE INITIATIVES,_
SOCIETY'S
MOST PERVASIVE AND RADICAL NEEDS,_ ______
INCLUDING
THOSE RELATING TO SOCIAL_WELFAREL _HEALTH.L _ENVIRONMENTL ECONOMICS-1________
GOVERNANCE,_ FOREIGN RELATIONS AND ARTS_AND CULTURE; AND_WHICH ENCOURAGE___________
PHILANTHROPY AND INDIVIDUAL
GIVING AND RESPONSIBILITY
AS AN_ANSWER TO ____________
SOCIETY'S_NEEDS,
AS OPPOSED TO_GOVERNMENTAL_INVOLVEMENT.
_
_
_
_
_
_
-----------------------
4b (Code
) (Expenses $
193, 7 95. 1nclud1nggrants of $
0. ) (Revenue $
176, 2 93. )
NEW PHILANTHROPY STUDIES
(NPS).
THE_PROJECT_FOR_NEW_PHILANTHROPY
STUDIES_IS_~------PROGRAM THAT ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS
SEEKING TO _________
_
BETTER UNDERSTAND THE ROLE_OF VOLUNTARY ACTION AND PHILANTHROPY_IN
______________
_
ACHIEVING
SOCIAL COOPERATION AND DISTRIBUTION
OF PRIVATE AND PUBLIC_ GOODS. ________
_
4c(Code
)(Expenses$
522,417.
includ1nggrantsof $
1,800.)(Revenue
$
322,000.)
CENTER_FOR COLLEGE_AFFORDABILITY
AND PRODUCTIVITY
(CCAP) _____________________
THE CENTER_FOR_COLLEGE_AFFORDABILITY
AND PRODUCTIVITY
IS A PROGRAM DESIGNED _______
TO RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATIONL IN_PARTICULAR-1 _ ISSUES _____
OF PRODUCTIVITY,
EFFICIENCY,
ACCOUNTABILITY,_
AND TRANSPARENCY. __________________
BAA
TEEA0102
2 , 6 8 5 ) (Revenue $
07/20/09
_
_
_
_
650,000.)
IPart IV
Donors
Trust
IChecklist of Reauired'
Inc
Page 3
52-2166327
Schedules
Yes
No
Is the organization described in section 501 (c)(3) or 4947(a)(l) (other than a private foundation)? If 'Yes, complete
Schedule A
Did the organization engage in direct or indirect political campaign act1v1t1eson behalf of or 1noppos1t1onto candidates
for public office? If 'Yes, complete Schedule C, Part I
Section 501(cX3) organizations Did the organization engage in lobbying act1v1lles?If 'Yes, complete
Schedule C, Part II
Section 501(cX4), 501(cX5), and 501(cX6) organizations. Is the organization subJect to the section 6033(e) notice and
reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part Ill
Did the organization ma1nta1nany donor advised funds or any s1m1larfunds or accounts where donors have the right to
provide advice on the d1stribut1onor investment of amounts in such funds or accounts? If 'Yes, complete Schedule D,
Part I
Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment. historic land areas or historic structures? If 'Yes,' complete Schedule D, Part II
Did the organization maintain collections of works of art. historical treasures, or other s1m1larassets? If 'Yes,
complete Schedule D, Part Ill
7
8
9
10
11
x
x
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed 1n Part X,
or provide credit counseling, debt management, credit repair, or debt negot1at1onservices? If 'Yes, complete
Schedule D, Part IV
Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If
'Yes,' complete Schedule D, Part V
10
Is the organization's answer to any of the following questions 'Yes'? If so, complete Schedule D, Parts VI, VII, VIII, IX, or
X as appltcable
11
x
I
I
Did the organization report an amount for land, bu1ld1ngsand equipment 1nPart X, line 107 If 'Yes, complete Schedule
D, Part VI
Did the organization report an amount for investments- other securities 1n Part X, line 12 that 1s5% or more of its total
assets reported 1nPart X, line 167 If 'Yes,' complete Schedule D, Part VII
Did the organization report an amount for investments- program related 1nPart X, line 13 that 1s5% or more of its total
assets reported in Part X, line 167 If 'Yes,' complete Schedule D, Part VIII
Did the organization report an amount for other assets in Part X, line 15 that 1s5% or more of its total assets reported 1n
Part X, line 16? If 'Yes,' complete Schedule D, Part IX
I
I
Did the organization report an amount for other l1ab1l1llesin Part X, line 25? If 'Yes, complete Schedule D, Part X
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organiza1ton's l1ab1l1tyfor uncertain tax pos1t1onsunder FIN 48? lf'Yes, complete Schedule D, Part X
12
Did the organization obtain separate, independent audited financial statement for the tax year? If 'Yes, complete
Schedule D, Parts XI, XII, and XIII
12AWas the organization included 1nconsolidated, independent audited f1nanc1alstatement for the tax
13
year? If 'Yes,' completing Schedule D, Parts XI, XII, and XIII ts optional
Is the organization a school described in section 170(b)(l )(A)(11)? If 'Yes, complete Schedule E
17
18
19
20
14a
x
x
14b
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If 'Yes,' complete Schedule F, Part II
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to
1nd1v1dualslocated outside the United States? If 'Yes, complete Schedule F, Part Ill
16
Did the organization report a total of more than $15,000 of expenses for professional fundra1smg services on Part IX,
column (A), lines 6 and 1le? If 'Yes,' complete Schedule G, Part I
17
Did the organization report more than $15,000 total of fundra1s1ngevent gross income and contributions on Part VIII,
lines 1c and Sa? If 'Yes,' complete Schedule G, Part II
18
Did the organizat;on report more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If 'Yes,
complete Schedule G, Part Ill
Did the organization operate one or more hospitals? If 'Yes, complete Schedule H
19
20
x
x
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1s1ng,
business. and program service act1v1t1esoutside the United States? If 'Yes, complete Schedule F, Part I
16
12
I Yes I No
112 Ai
Ix
14a Did the organization ma1nta1nan office, employees, or agents outside of the United States?
15
BAA
TEEA0103
02112110
13
Donors
Trust
:PJi!:tJ!'~
Checklist of Re
52-2166327
Inc.
uired Schedules
Page 4
continued
Yes
21
22
Ord the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part IX, column (A), line 1? If 'Yes,' complete Schedule /, Parts I and II
21
Ord the organization report more than $5,000 of grants and other assistance to indrvrduals in the United States on Part
IX, column (A), line 27 If 'Yes,' complete Schedule I, Parts I and Ill
22
No
X
X
23 Drd the organization answer 'Yes' to Part VII, Section A, lrne 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete
Schedule J
24a Drd the organization have a tax-exempt bond rssue wrth an outstanding principal amount of more than $100,000
as of the last day of the year, and that was issued after December 31, 20027 If 'Yes,' answer Imes 24b through 24d and
complete Schedule K If 'No, 'go to /me 25
b Drd the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
c Ord the organrzatron marntarn an escrow account other than a refunding escrow at any trme during the year to defease
any tax-exempt bonds?
d Drd the organrzatron act as an 'on behalf of' issuer for bonds outstanding at any trme during the year?
25a Section 501(c)(3) and 501(c)(4) organizations. Drd the organization engage ,n an excess benefit transaction wrth a
drsqualrfred person during the year? If 'Yes, complete Schedule L, Part I
23
X
X
24a
24b
1--24_c-+---+--...._24_d-+---+--25a
Schedule L, Part I
25b
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
drsqualrfred person outstanding as of the end of the organrzatron's tax year? If 'Yes, complete Schedule L, Part II
26
27
Drd the organrzatron provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection comrttee member, or to a person related to such an indrvrdual? If 'Yes,' complete
Schedule L, Part Ill
b Is the organization aware that rt engaged in an excess benefit transaction wrth a drsqualifred person in a prior year, and
that the transaction has not been reported on any of the organrzatron's prior Forms 990 or 990-EZ? If 'Yes,' complete
28
Was the organization a party to a business transatron wrth one of the following parties (see Schedule L, Part IV
instructions for applicable frlrng thresholds, condrtrons, and exceptions)
a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV
28a
b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete
Schedule L, Part IV
28b
c An ent,ty of whrch a current or former officer, director, trustee, or key employee of the organrzatron (or a family member)
29
was an officer, director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV
Drd the organ,zat,on receive more than $25,000 ,n non-cash contrrbutrons? If 'Yes,' complete Schedule M
28c
29
x
X
30
Drd the organrzatron receive contributions of art. historical treasures, or other srmrlar assets, or qualrfred conservation
contributions? If 'Yes,' complete Schedule M
31
Drd the organrzatron liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I
30
31
32
Drd the organrzatron sell, exchange, dispose of, or transfer more than 25% of ,ts net assets? If 'Yes,' complete
Schedule N, Part II
32
Drd the organrzatron own 100% of an entity disregarded as separate from the organrzatron under Regulations sections
301 7701-2 and 301 7701-37 If 'Yes,' complete Schedule R, Part I
33
Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, Ill, IV, and V,
/me I
34
Is any related organrzatron a controlled entity wrthrn the meaning of section 5 l 2(b)(l 3)? If 'Yes, complete Schedule R,
Part V, /me 2
35
Section 501(c)(3) organizations. Drd the organization make any transfers to an exempt non-charitable related
organ,zatron? If 'Yes,' complete Schedule R, Part V, /me 2
36
Drd the organization conduct more than 5% of ,ts actrvrtres through an entity that rs not a related organization and that rs
treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI
37
33
34
35
36
37
38
Ord the organrzat,on complete Schedule O and provide explanations ,n Schedule O for Part VI, lrnes 11 and 197
Note. All Form 990 triers are re urred to com lete Schedule O
BAA
38
x
x
TEEA0104
02/12/10
IPartV
Donors
Trust,
52-2166327
Inc
Page S
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U S
lnformatton Returns Enter -0- 1f not applicable
b Enter the number of Forms W-2G included in line 1a Enter -0- 1f not applicable
la
69
lb
0
1c
2b
No
_I
3a
3b
4a
Sa
Sb
Sc
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
sol1c1tany contributions that were not tax deductible?
b If 'Yes,' did the organization include with every sol1c1tat1onan express statement that such contributions or gifts were not
deductible?
7
6b
______
J
a Did the organization receive a payment 1n excess of $75 made partly as a contribution and partly for goods and services
provided to the payor?
7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Form 8282?
7c
_7_d.:....,_I
--------+-d If 'Yes,' indicate the number of Forms 8282 filed during the year
e Did the organization, during the year, receive any funds, directly or 1nd1rectly,to pay premiums on a personal
benefit contract?
7e
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
7f
g For all contributions of qual1f1edintellectual property, did the organization file Form 8899 as required?
7a
h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required?
7h
8 Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the
----~J
supporting organization, or a donor advised fund ma1nta1ned by a sponsoring organization, have excess business
holdings at any lime during the year?
a Did the organization make any taxable d1stribut1ons under section 4966?
9a
b Did the organization make any d1stribut1on to a donor, donor advisor, or related person?
9b
X
X
x
x
Enter
I 1oal
b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club fac1l1t1es
.__1_0_b.,__
_______
____
11
___
'--1
7a
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?
10
6a
--,
Enter
1--1_1_a+-----------,
a Gross income from other members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them )
~1 l_b~--------112 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year
BAA
_____
12a
I 12bl
Form 990 (2009)
TEEA0105
02/12/10
Donors Trust,
Inc.
52-2166327
Page6
Part VI
Governance, Management and Disclosure For each 'Yes' response to Imes 2 through lb below, and for
a 'No' response to /me Ba, Bb, or TObbelow, descnbe the ctrcumstances, processes, or changes m
Schedule 0. See mstruct,ons.
Section A Governing Body and Management
Form990(2009)
Yes
I
I
Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
officer, director, trustee or key employee?
Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person?
x
x
5
6
7 a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body?
Did the organization become aware during the year of a material d1vers1onof the organization's assets?
x
x
7a
7b
b Are any dec1s1onsof the governing body sub1ect to approval by members, stockholders, or other persons?
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following
--
---
Sa
Sb
Is there any officer, director or trustee, or key employee listed 1nPart VII, Section A, who cannot be reached at the
organization's mailing address? If 'Yes,' provide the names and addresses ,n Schedule O
Policies
Section B.
______
No
1als
I 1bis
x
x
--
(This Section B requests mformat,on about pollc,es not reqwred by the Internal
Revenue Code )
No
Yes
10a Does the organization have local chapters, branches, or affiliates?
10a
b If 'Yes,' does the organization have written policies and procedures governing the act1v1t1esof such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization?
10b
11 Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11
11 A Describe in Schedule O the process, 1f any, used by the organization to review this Form 990
12a Does the organization have a written conflict of interest policy? If 'No,' go to /me 73
12a
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
12b
12c
and consistently monitor and enforce compliance with the policy? If 'Yes,' descnbe ,n
x
x
x
13
14
14 Does the organization have a written document retention and destruction policy?
x
x
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substant1at1onof the deliberation and dec1s1on?
--~-
--
15a
15b
16a Did the organization invest in, contribute assets to, or participate in a Joint venture or s1m1lararrangement with a taxable
entity during the year?
b If 'Yes,' has the organization adopted a written policy or procedure requmng the organization to evaluate its part1c1pat1on
in 101ntventure arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt
status with respect to such arrangements?
----
x
x
----
16a
~
---
____,I
_J
x
J
--
16b
Section C. Disclosures
17
List the states with which a copy of this Form 990 1s required to be filed
18
Section 6104 requires an organization to make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501(c)(3)s only) available for public
1nspect1on Indicate how you make these available. Check all that apply
D Own website
D Another's website
_____________________________
~ Upon request
19 Describe in Schedule O whether (and 1f so, how) the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public.
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization
_!)9i:!_o_r__Trust________
109_N
BAA
__ VA __ 22314-2903
____
(703) 535-3563
Form 990 (2009)
TEEA0106 02105/10
Donors Trust,
Inc.
52-2166327
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the
Page 7
Form990 (2009)
!!~~I
Check this box 1fthe organization did not compensate any current officer, director, or trustee.
(A)
(B)
(c)
(D)
(E)
(F)
Average
hours
per week
Reportable
compensation from
the or~nizahon
Reportable
compensation from
related oc\lJamzations
Estimated
amount of other
compensation
from the
organization
and related
>;: ~
g ~
p..
~~
~
C:
.,
,.,
:!!
g~
1'<,.
...
'<
,..
'j
~
~
., er
'C
'I
:l
11
" ::i
CN-211 9-MISC)
CN211 9-MISC)
organ1zat1ons
~
~
40.00
163,314.
0.
0.
0.00
o.
o.
0.
0.00
0.
0.
0.
0.00
0.
0.
0.
0.00
0.
0.
0.
0.
0.
40.00
122,875.
-----------------------------------------
---------------------------------------------------------------------------------
--------------------------------------------------------------------------------BAA
TEEA0107
11/10/09
Form990(2009)
Trust,
Inc.
52-2166327
Pages
A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont.)
Donors
(A)
(8)
(c)
(D)
(E}
(F)
Reportable
compensation from
the organozat,on
(W-211099-MISC)
Reportable
compensation from
related organozallons
(W-211099-MISC)
Est,maled
amount of other
compensation
from the
organozallon
and related
organozat,ons
1 b Total
...
2 8 6, 18 9
0.
0.
2 Total number of 1nd1v1duals(including but not l1m1tedto those listed above) who received more than $100,000 in reportable compensation
from the organization
... 2
Yes
3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee
on II ne 1a? If 'Yes, ' complete Schedule J for such md1v1dual
--
No
---
--
---
--'
I
I
4 For any ind1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,0007 If 'Yes' complete Schedule J for such
--
md1v1dual
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services
rendered to the organization? If 'Yes,' complete Schedule J for such person
--
--
_J
Vedder
7 4 64 Ridqeview
Circle
(8)
Description of Services
Athens
OH
45701
Research,
and
writ1nq,
speak1nq,
BAA
150,000.
administration
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 1ncompensation from the organization
(C)
Compensation
1
TEEAOl08 01130/10
I
Form 990 (2009)
Donors Trust
Inc
Statement of Revenue
IPart VIII I
52-2166327
(B)
Related or
exempt
function
revenue
(A)
Total revenue
1 a Federated campaigns
~~
(D)
Revenue
excluded from tax
under sections
512, 513, or 514
(C)
Unrelated
business
revenue
la
I
I
b Membership dues
lb
~:E
c Fundra1smg events
le
t::a:
d Related organizations
ld
uii
e Government
grants(contributions)
le
2a:
i-w
::::l::c
f Allothercontributions,
gifts, grants,and
s1m1lar
amountsnot includedabove
1f
Zz
g Noncash
contnbnsincludedin Ins 1a-11.
a:o
Page 9
ell<
a :5
Zcil
Ii-c15
8<
I
'
w
::,
i
I
Business Code
w
~
a:
w
2a
>
a:
ell
:E
<
a:
c.,
Administration
services
-~--
'
16,778,729.
--------
--
-----
620,820.
561000
- --
o.
620,820.
--
----
--
0.
----------------------------------------------------
------------------
a:
a.
Royalties
(1) Real
620,820
66,109.
o.
0.
66 109.
(11)Personal
4,220.
6 a Gross Rents
b Less rental expenses
4,220.
c Rentalincomeor (loss)
(1) Secunt,es
- -- ~----
- -
4,220.
---
--
---
-~-
---
o.
0.
--- - -
- -
4,220.
(11)Other
2,390,270.
2,431,049.
-40,779.
----------
- ---
--
- - -- - -
-40,779.
o.
0.
---
- -
-40,779.
I
w
::,
z
~a:
a:
w
...
:c
0
----
--
----
--
'!
'
~-
a
b
Bus1ness Code
--
--
--
--
11 a
------------------
-----------------c
-----------------d All other revenue
b
BAA
17[429[099.
TEEA0109
02/12/10
620[820.
o.
29,550.
Form 990 (2009)
Part IX
Donors
Trust
52-2166327
Inc'.
Page 10
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundra1sing
expenses
12,641,403.
12,641,403.
I
I
I
I
301, 939.
178,354.
21, 241.
102,344.
140,235.
114,889.
6,713.
104,912.
106,261.
101, 629.
79,695.
1 149.
21,218.
2 134.
5,348.
13, 789.
894,247.
49.866.
14,567.
4,102.
13,441.
867,301.
1, 941.
11,693.
4,091.
261.
3,008.
0.
1,006.
4.
87.
23,938.
47 925.
1,868.
7.
53.851.
90,323.
40,471.
78,276.
4 683.
0.
8.697.
12,047.
4,820.
2,400.
397.
280.
737.
520.
560.
536.
557.
442.
60.
7, 372.
69,487.
1.040.
995.
1,035.
820.
3, 672.
0.
231,847.
18,633.
---------------------
LJ
5, 954.
3,200.
14.485.
9,497.
7,526.
5,159.
7,853.
15,204.
14,484,373.
12,885.
7,966.
5,934.
3,897.
4, 121.
7,832.
14,183,039.
1ffollowing
26 Joint costs. Check here
SOP 98-2 Complete this line only 1fthe
organization reported in column (B) Joint
costs from a combined educational
campa1qn and fundra1s1nqsohc1tat1on
Form 990 (2009)
BAA
TEEAOl10
02/05110
Donors
Trust
'
52-2166327
Inc
(8)
(A)
Beginning of year
s
s
E
End of year
1
Cash - non-interest-bearing
2
3
Receivables from current and former officers, directors, trustees, key employees,
and highest compensated employees Complete Part II of Schedule L
6
7
Page 11
8,633,549.
12,046,509.
2
3
75,259.
73,165.
4
5
________
_J
6
7
68,980.
10a
I
A
11
14
Intangible assets
15
16
17
18
19
Deferred revenue
19
20
20
T
I
14
3,699.
10,550,875.
14,035.
15
16
17
21
22
23
24
25
26
25
14,035.
28
29
0
R
26
------
----
10,536
27
28
29
O and complete
--
30
30
31
31
32
17,864.
-- ________
J
- -
840.
----------
27
3,699.
13,798,855.
17,864.
18
23
iN
13
37,455.
1,638,027.
12
24
N
E
iE
!
11
22
10c
21
31,980.
1,556,388.
250,000.
12
31, 525.
10b
13
B
L
32
10,536,840.
10,550,875.
.J
33
34
13,780 991.
13,798,855.
Form 990 (2009)
TEEAOl 11
01130/10
Trust , Inc
Statements and Reportina
Donors
IPart XI I Financial
52-2166327
Page 12
Yes
If the organization changed its method of accounting from a prior year or checked 'Other,' explain
in Schedule O
No
I
I
~--
~-_j
---
2a
2b
2c
x
x
If the organization changed either its oversight process or selection process during the tax year, explain
in Schedule O
d If 'Yes' to line 2a or 2b, check a box below to 1nd1catewhether the f1nanc1alstatements for the year were issued on a
consolidated basis, separate basis, or both:
Separate basis
!KlConsolidated basis D
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1n the Single
Audit Act and OMB Circular A- 133'
b If 'Yes,' did the organization undergo the required audit or audits' If the organization did not undergo the required audit
or audits, exelain whz: 1n Schedule O and describe anz: stees taken to under~o such audits
-~-
3a
-~-
_____
3b
Form 990 (2009)
BAA
TEEA0112
02/05/10
OMB No 1545-0047
SCHEDULE A
2009
Donors Trust,
Open to Public
Inspection
Inc.
52-2166327
Status (All organizations must complete this part.) See instructions
The organization 1snot a private foundation because 1t 1s: (For Imes 1 through 11, check only one box )
1
2
3
4
O
O A federal, state, or local government or governmental unit described 1nsection 170(b)(1)(A)(v).
lfilAn
organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section 170(b)(1)(A)(vi). (Complete Part II )
0 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II )
0 An organization that normally receives (1) more than 33-1/3 % of its support from contributions, membership fees, and gross receipts
from act1v1t1esrelated to its exempt functions - sub1ect to certain exceptions, and (2) no more than 33-1 /3 % of its support from gross
6
7
8
9
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975 See section 509(a)(2). (Complete Part Ill )
10
11
An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(l) or section 509(a)(2) See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines 11e through 11h
a
Type I
b
Type II
c
Type Ill - Functionally integrated
d
Type Ill- Other
By checking this box, I certify that the organization 1snot controlled directly or 1nd1rectlyby one or more d1squalif1ed persons other
than foundation managers and other than one or more publicly supported organizations described in section 509(a)(l) or section
509(a)(2)
If the organization received a written determ1nat1onfrom the IRS that 1sa Type I, Type II or Type Ill supporting organization,
check this box
Smee August 17, 2006, has the organization accepted any gift or contribution from any of the following persons 7
Yes No
(i)
a person who directly or indirectly controls, either alone or together with persons described 1n (11)and (111)
11 a (i)
below, the governing body of the supported organization?
11g(ii)
(ii)
a family member of a person described 1n(1) above?
11 g (iii)
(iii) a 35% controlled entity of a person described in (1) or (11)above?
(11)EIN
(iv) Is the
orp.arnzationm col
1) listed
in
your
3covern1ng
ocument7
Yes
No
Total
BAA ForPrivacyActand PaperworkReductionAct Notice,seethe Instructionsfor Form990or 990-EZ.
TEEA0401
02/05110
(vi) Is the
Yes
No
(1) organized
US'
Yes
in
col
the
No
Donors
Trust,
Inc.
Page 2
52-2166327
(a) 2005
(b) 2006
(C) 2007
(d) 2008
(e) 2009
(f) Total
2,805,881.
4,866,975.
12,188,446.
10,634,041.
16,778,729.
47,274,072.
4,866,975.
12,188,446.
47,274,072.
9,361
from line 4
Set
e ion BTtlS
oa
37,912,147.
UDDOrt
(a) 2005
(b) 2006
10
11
12
through 1
Gross receipts from related acliv1t1es,etc (see instructions)
13
925.
805,
881.
45,954.
4,866
975.
111,726.
(c) 2007
12,188,446.
271,
453.
(d) 2008
10,634,041.
284,903.
(e) 2009
(f) Total
47,274
70,330.
072.
784,366.
48,058,438.
12
First five years. If the Form 990 1sfor the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here
ort Percenta e
14 Public support percentage for 2009 (line 6, column (f) d1v1dedby line 11, column (f)
15 Public support percentage from 2008 Schedule A, Part II, line 14
14
15
78.89%
73.79%
16a 33-1/3 support test - 2009. If the organization did not check the box on line 13, and the line 14 1s33-1 /3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization
... ~
b 33-1/3 support test - 2008. If the organization did not check a box on line 13, or 16a, and line 15 1s33-1 /3% or more, check this box ...
and stop here. The organization qualifies as a publicly supported organization
test - 2009 If the organization did not check a box on line 13, 16a, or l 6b, and line 14 1s 10%
or more, and 1f the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how
the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization
17 a 10%-facts-and-circumstances
...
test - 2008. If the organization did not check a box on line 13, 16a, l 6b, or 17a, and line 15 1s 10%
or more, and 1fthe organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain 1nPart IV how the
organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization
...
18 Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see 1nstruct1ons
...
BAA
Schedule A (Form 990 or 990-EZ) 2009
b 10%-facts-and-circumstances
TEEA0402
10/08/09
Schedule
A (Form
Donors
Trust,
Inc.
Described in Section 509(aX2)
52-2166327
Page 3
Sec1on
f
A Publ"IC SUDDO
rt
Calendar year (or fiscal yr beginningm) ._
1 Gifts. grants, contnbut1ons and
membership fees received ~Do
not include 'unusual grants.'
2 Gross receipts from
adm1ss1ons,merchandise sold
or services performed, or
fac1l1t1esfurnished 1na act1v1ty
that 1s related to the
organization's tax-exempt
purpose
that are
3 Grossreceiptsfrom activ1t1es
notan unrelatedtradeor business
undersection513
4 Tax revenues levied for the
or~anization's benefit and
e1t er paid to or expended on
its behalf
5 The value of services or
fac11it1esfurnished by a
governmental unit to the
organization without charge
(a) 2005
(b) 2006
(c) 2007
(d) 2008
(e) 2009
(f) Total
(a) 2005
(b) 2006
(c) 2007
(d) 2008
(e) 2009
(f) Total
7c from line 6 )
Stec1on BTtlS
oa
UDDOrt
ort Percenta e
15
Public support percentage for 2009 (line 8, column (f) d1v1dedby line 13, column (f))
15
16
16
Investment income percentage for 2009 (line lOc, column (f) d1v1dedby line 13, column (f))
17
18
18
19a 33-1/3 support tests - 2009. If the organization did not check the box on line 14, and line 15 1s more than 33 1/3%, and line 17 1s not
more than 33-113%, check this box and stop here. The organization qualifies as a publicly supported organization
...
b 33-1/3 support tests - 2008. If the organization did not check a box on line 14 or 19a, and line 16 1s more than 33 1/3%, and line 18
1snot more than 33 1/3%, check this box and stop here. The organization qual1f1esas a publicly supported organization
...
20
BAA
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
TEEA0403
0211s110
...
Part II, line 17a or 17b; and Part Ill, line 12. Provide any other add1t1onal1nformat1on.See instructions.
BAA
TEEA0404
02/05/ 10
OMB No 1545-0047
SCHEDULED
(Form 990)
2009
Open to Public
Inspection
Employer ldenbficabon number
Donors
Trust,
Inc.
52-2166327
IPart I IOrganizations
99.
15,418,786.
12,636,917.
10,465,260.
5 Did the organization inform all donors and donor advisors 1nwriting that the assets held in donor advised
funds are the organization's property, subJect to the organization's exclusive legal control?
6
~Yes
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor or for any other
purpose conferring 1mperm1ss1bleprivate benefit??
IPart II
ivl
~
Yes
No
Conservation Easements Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply)
Preservation of land for public use (e.g., recreation or pleasure)
Preservation of an historically important land area
Protection of natural habitat
Preservation of cert1f1edhistoric structure
Preservation of open space
2 Complete Imes 2a through 2d 1fthe organization held a qual1f1edconservation contribution 1nthe form of a conservation easement on the
Iast dav of the tax year
Held at the End of the Year
2a
a Total number of conservation easements
2b
b Total acreage restricted by conservation easements
2c
c Number of conservation easements on a cert1f1edhistoric structure included 1n (a)
2d
d Number of conservation easements included in (c) acquired after 8117/06
0
D
3 Number of conservation easements mod1f1ed,transferred, released, extinguished, or terminated by the organization during the tax
year _____
_
4
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of v1olat1ons,
and enforcement of the conservation easement 11holds?
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements
during the year
7 Amount of expenses incurred 1nmonitoring, inspecting, and enforcing conservation easements
during the year
$
D Yes
O No
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(8)(1) and 170(h)(4)(8)(11)?
O Yes
O No
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement. and balance sheet, and
include, 1fapplicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements
1 a If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,education, or research in furtherance of public service, provide, in Part XIV,
the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116, to report 1nits revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,education, or research in furtherance of public service, provide the following
amounts relating to these items
(i) Revenues included in Form 990, Part VIII, line 1
$_______
(ii) Assets included in Form 990, Part X
$ _______
_
_
If the organization received or held works of art, historical treasures, or other s1m1larassets for financial gain, provide the following
amounts required to be reported under SFAS 116 relating to these items
a Revenues included 1nForm 990, Part VIII, line 1
$_______
02102/10
ScheduleD(Form990)2009
Donors Trust,
Inc.
52-2166327
Page2
Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization's acqu1s1t1onaccession and other records, check any of the following that are a s1gnif1cantuse of its collection
items (check all that apply):
a
b
c
Public exh1b1t1on
Scholarly research
5 During the year, did the organization sol1c1tor receive donations of art, historical treasures, or other s1m1lar
assets to be sold to raise funds rather than to be maintained as art of the organization's collect1on7
Yes
No
Part IV Escrow and Custodial Arrangements Complete 1forganization answered 'Yes' to Form 990, Part IV, line
9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other 1ntermed1aryfor contributions or other assets not
included on Form 990, Part X?
0Yes
b If 'Yes,' explain the arrangement in Part XIV and complete the following table
Amount
c Beginning balance
le
ld
le
f Ending balance
1f
LJYes
2a Did the organization include an amount on Form 990, Part X, line 21?
lJNo
IPart VI Endowment
Funds Complete 1forgan1zat1onanswered 'Yes' to Form 990, Part IV, line 10.
(a) Currentyear
(b) Prioryear
(c) Twoyearsback
(d) Threeyearsback
(e) Fouryearsback
I
I
8,939,680.
16 592,079.
9,448,610.
10,548,791.
324,215.
12,641,403.
-472,097.
9,366,969.
976,327.
186,338.
12 051, 906.
L 103, 256.
115, 399.
8,939,680.
I
I
I
I
Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment
c Term endowment ____
100. 00
0 . 00 %
b Permanent endowment
O'--' ..c.O...c..O
%
3 a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by
(i) unrelated organizations
Yes
3a(i)
3a(ii)
x
x
3b
No
Describe in Part XIV the intended uses of the organization's endowment funds
I Part VI I Investments-Land
Description of investment
(c) Accumulated
Deorec1at1on
1 a Land
b Bu1ld1ngs
18,695.
50,285.
c Leasehold improvements
d Equipment
e Other
Total. Add lines 1a throu~h 1e (Column (d2 must e9.ual Form 990, Part X, column (B), /me I O(c2)
15,853.
21, 602.
2,842.
28 683.
...
37,455.
BAA
TEEA3302
02102110
r
Schedule D (Form 990) 2009
Donors
Trust
'
Inc
52 - 2166327
Page 3
------------------------
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
------------------------------------------------------Total. (Column
(b) musteaualForm990PartX,col (8) /me12) ...
IPart VIII Ilnvestments-Proaram
Total.{Column
{bl musteoualForm990 PartX Col.(8) /me13.J
...
3,699.
Deoosits
...
Total. (Column (b) must equal Form 990, Part X, col (8), /me 15)
3,699.
Total.(Column
(b) mustequalForm990,PartX,col (8) /me25)
...
2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's hab1l1ty
for uncertain tax pos1t1onsunder FIN 48
BAA
TEEA3303
02102110
IPart XI I Reconciliation
1
2
3
4
5
6
7
Page4
17,429.099.
14,484,373.
2,944.726.
299,425.
299.425.
3, 244, 151.
10 Excess or (def1c1t)for the year per audited financial statements Combine Imes 3 and 9
IPart XII I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains on investments
b Donated services and use of fac11it1es
c Recoveries of prior year grants
d Other (Describe 1nPart XIV)
e Add Imes 2a through 2d
3 Subtract line 2e from line 1
4 Amounts included on Form 990, Part VIII, line 12, but not on Imel
a Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe 1nPart XIV)
c Add lines 4a and 4b
5 Total revenue Add lines 3 and 4c. (This must eaual Form 990, Part I, line 12)
2a
2b
2c
2d
I I
17 728.524.
2e
3
299,425.
17,429,099.
4c
5
17,429.099.
299,425.
4b
14,484.373.
~:1
2d
I I
2e
3
14,484.373.
4c
5
4b
BAA
TEEA3304
02102110
ScheduleD(Form990)2009
Donors
Trust,
Inc.
52-2166327
Page 5
!E..a~~l:QS!
Supplemental Information (continued)
BAA
TEEA3305
07110109
OMS No 1545-0047
SCHEDULE I
(Form 990)
2009
Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 21 or 22.
Attatch to Form 990.
Donors
52-2166327
Trust.
Inc.
lbla'itllml
General Information on Grants and Assistance
Does the organization ma1nta1nrecords to substantiate the amount of the grants or assistance, the grantees' el1g1b1htyfor the grants or assistance, and
the selection cntena used to award the grants or assistance?
2
IR]Yes
0No
Describe in Part IV the organization's procedures for monitonn_g_the use of qrant funds 1n the United States
lliiii.tlllll
Grants
and Other Assistance to Governments and Organizations in the United States. Complete 1f the organization answered 'Yes' to Form
990, Part IV, line 21 for any rec1p1entthat received more than $5,000. Check this box 1f no one rec1p1ent received more than $5,000. Use
Part IV and Schedule 1-1(Form 990) If add1t1onalspace IS needed
1 (a) Name
See schedule,_
attached
(b)EIN
(g) Description of
non-cash assistance
....
__
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
....
....
TEEA3901
02/ 10/ 10
Schedulel(Form990)2009
Donors
Trust,
Inc.
52-2166327
Page2
!La.aitllllI Grants and Other Assistance to Individuals in the United States. Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 22.
Use Part IV and Schedule 1-1 (Form 990) 1f add1t1onalspace 1s needed.
(b) Number of
rec1p1ents
(c) Amount of
cash grant
(cf) Amount of
non-cash assistance
IIBa'iitll~.JII
Supplemental Information. Complete this part to provide the 1nformat1onrequired in Part I, line 2, and any other add1t1onalinformation.
Pt_I _ _!,!_Q_e_~
______
The O~fanization
Pt_I
Line
2 ______
the
grant,
Pt_I
Line
2 ______
are
rnade_to
Pt_I
Line
2 ______
overs~t_p~ovided
b_y_United
States_and_individual
Pt_I
Line
2 ______
~_pJicable
charities.
__ In some casesL
_grantee
sends
will
u.s._eublic
to_such
each_grant
not
recipient_a
be_used_to
charities.
benefit
letter_statin_g
any_ di~q_ualified
__ In rnost_cases,
BAA
the
Organization
states'
a reps,rt
person._
rules
of use_of
relies_~on_the
and req_ulations
funds_is
___________
_
_
_
_____________
r~q_uest. ____________
02/10/10
Compensation Information
OMB No 1545-0047
2009
.,.. Complete if the organization answered 'Yes' to Fonn 990, Part IV, line 23.
.,.. Attach to Fonn 990. ... See separate instructions.
Open to Public
Inspection
SCHEDULE J
,_
(Fonn 990)
Donors
Trust,
IPart I IQuestions
I52-2166327
Inc.
Regarding Compensation
Yes
No
1 a Check the appropriate box(es) 1fthe organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line la Complete Part Ill to provide any relevant information regarding these items
b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment or
reimbursement or prov1s1onof all of the expenses described above? If 'No,' complete Part Ill to explain
2
Did the organization require substant1at1onprior to re1mburs1ngor allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a?
Indicate which, 1fany, of the following the organization uses to establish the compensation of the organization's
CEO/Executive Director Check all that apply
~
4
lb
Compensation committee
Independent compensation consultant
Form 990 of other organizations
During the year, did any person listed 1nForm 990, Part VII, Section A, line la with respect to the f1l1ngorganization
or a related organization
a Receive a severance payment or change-of-control payment?
l~~-4a
4b
4c
x
x
x
If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part Ill
Only section 501(cX3) and 501(cX4) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization?
b Any related organization?
If 'Yes' to line 5a or 5b, describe in Part Ill
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of.
a The organization?
b Any related organization?
Sa
Sb
6a
X
X
___
J
6b
___
__:j___
___
_J
For person listed 1nForm 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not
described in lines 5 and 6? If 'Yes,' describe 1nPart Ill
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the in1t1al
contract exception described in Regs section 53 4958-4(a)(3)? If 'Yes,' describe in Part Ill
If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section 53 4958-6(c)?
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Fonn 990.
TEEA4101
02/02/10
9
Schedule J (Form 990) 2009
Donors
Inc.
52-2166327
Key Employees, and Highest Compensated Employees. Use Schedule J-1 1f add1t1onal space 1s needed.
Trust,
!IBiiltIUI!
Officers, Directors, Trustees,
Page 2
For each 1nd1v1dualwhose compensation must be reported 1n Schedule J, report compensation from the organization on row (1) and from related organizations described in the instructions on
row (11) Do not list any 1nd1v1dualsthat are not listed on Form 990, Part VII
Note. The sum of columns (8)(1)-(111)must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a
Whitney
Ball
(i) Base
compensat,on
(A) Name
(iu)Olher
reportable
compensat,on
Jii)_r
7 5 0 . _________
o.
(D) Nontaxable
benefits
(8)(1)-(D)
t-___
0.
1 7 9.t O6 4
0.
(F) Compensation
reported 1n pnor
Form 990 or
Form 990-EZ
----------
o.
0.
--~---------~---------------------
ror----------~---------~---
Jii)_
(i)
Jii)_r
- - - - - - - - - _,_ - - - - - - - - - -,- - - - - - - - - - (i)
l{i_i)_,r- - - - - - - - _,_ - - - - - - - - - -,- - - - - - - - - - (i)
lrulr
- - - - - - - - - _,_- - - - - - - - - -,- - - - - - - - - - - - - - - - - - - - -
ror----------~---------~---------------------
----------~----------
ro~----------~---------~---------------------
----------~----------
ro~----------~---------~---------------------
----------~----------
ro~----------~---------~---------------------
----------~----------
ro~----------~---------~---------------------
----------~----------
ror----------~---------~---------------------
----------r----------
100
ICio
1<">
ICio
ICio
ICiO
ror----------~---------~---------------------
ICiO
----------r----------
ro~----------~---------~---------------------
ICio
ror----------~---------~---------------------
ICiO
(i)
L!iilr
BAA
- -- - --
-1-
- - - - - - - - - -1-
- - - - - - - - - - - - - - - - - - - TEEA4102
02/02/10
Donors Trust,
Inc.
52-2166327
Page 3
Information
Complete this part to provide the 1nformat1on,explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete
this part for any add1t1onalinformation.
IDli""11tlm1
Supplemental
BAA
06/23/09
OMB No 1545-0047
SCHEDULE L
identification
number
Trust,
Inc.
52-2166327
I Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete
1fthe organization
answered
'Yes'onForm990,PartIV,line25aor 25b,or Form990-EZ,
PartV, line40b.
(c) Corrected'
Open to Public
Inspection
IEmployer
Donors
IPart I
2009
Yes
Part II
No
~ $ -------~
(c) Original
principal amount
the organization>
(e) In default>
'{!y Approved
board or
(g)Written
agreement>
committee?
To
From
Yes
Total
No
1;y.
Yes
No
Yes
p,
' j(
No
0\ II
IPart IV IBusiness
\cl Amount of
ransact1on $
(e) Sharing of
orgamzabon's
revenues'
Yes
Melissa
Cliett
Former
coo
11,250.
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990
or990-EZ.
TEEA4501
01130110
Consultinq
to written
pursuant
contract
No
SCHEDULEM
(Form 990)
OMB No 1545-0047
Noncash Contributions
2009
Donors
Trust,
I Part I
ITypes
Open To Public
Inspection
52-2166327
Inc.
of Property
(a)
Check 1f
applicable
(c)
Revenues reported
on Form 990,
Part VIII, line lg
(b)
Number of
Contributions
(d)
Method of determining
revenues
1 Art-Works of art
2
Art-Historical
treasures
Art-Fractional
interests
Intellectual property
9 Securities-Publicly traded
10 Securities-Closely held stock
19
587,340.
Avq value
day
receipt
1,450,000.
Sales
after
2 months
price
receiot
17
Real estate-Other
18 Collectibles
19 Food inventory
20
21
22
Historical artifacts
23
Sc1ent1f1cspecimens
24
Archeolog1cal artifacts
Other .,..
( --------------Other .,..
25
26
27
28
29
Other .,..
(
Other .,.. (
---------------
---------------
)
)
Number of Forms 8283 received bj the organization during the tax year for contributions for which the
organization completed Form 828 , Part IV, Donee Acknowledgement
29
I
Yes
30a During the year, did the organization receive by contribution any property reported 1n Part I, lines 1-28 that 1t must
hold for at least three years from the date of the 1rnt1alcontribution, and which 1s not required to be used for exempt
purposes for the entire holding period?
--
--
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions?
___ J
---
30a
31
32a
---
No
~J
TEEA4601
02/08/10
Inc.
52-2166327
Page 2
this part to provide the 1nformat1onrequired by Part I, lines 30b, 32b,
and 33. Also complete this part for any add1t1onal1nformat1on.
Donors
Trust,
i[llaffllJJ!
SupplementalInformation.Complete
BAA
TEEA4602
07/21/r:l'J
OMB No 1545-0047
SCHEDULE N
Complete if the organization answer 'Yes' to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36 .
... Attach certified copies of any articles of dissolution, resolutions, or plans.
... Attach to Form 990 or 990-EZ.
Inc.
Termination, or Dissolution. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Schedule N-1 1f
(a) Description
of asset(s)
distributed
or transaction
expenses
paid
number
52-2166327
IPart I I Liquidation,
Open to Public
Inspection
IEmployer identification
D_onors Trust,
2009
(b) Dateof
d1stribut1on
(c) Fairmarketvalueof
asset(s)
distributed
or
amountof transaction
expenses
(d) Methodof
determining
FMVfor
asset(s)distributed
or
transaction
expenses
(g) IRCCode
sectionof
rec1p1ent(s)
(11
tax-exempt)
or
typeof entity
(f) Nameandaddress
of rec1p1ent
Yes
2
Did or will any officer, director, trustee, or key employee of the organization
a Become a director or trustee of a successor or transferee organization?
b Become an employee of, or independent contractor for, a successor or transferee organization?
c Become a direct or indirect owner of a successor or transferee organization?
d Receive, or become entitled to, compensation or other s1m1larpayments as a result of the organization's llqu1dat1on,term1nat1on,or d1ssolut1on7
e If the organization answered 'Yes' to any of the questions 1nthis line, provide the name of the person involved and explain 1nPart Ill
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
TEEA4701
06/25/09
--
---
No
---
2a
2b
2c
2d
Donors
Trust,
Inc
52-2166327
Pa_ge2
Yes
3 Did the organization distribute its assets 1n accordance with its governing instrument(s)? If 'No,' describe 1n Part Ill
4a Did the organization request or receive a determination letter from the IRS that the organization's exempt status was terminated?
b If 'Yes', provide the date of the letter
No
3
4a
Attach a copy of the letter and, 1f applicable, the organization's request for the letter
---
--
Sa Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate?
__J
Sa
Sb
6 Did the organization discharge or pay all l1ab11it1esin accordance with state laws?
7a Did the organization have any tax-exempt bonds outstanding during the year?
7a
b Did the organization discharge or defease tax-exempt bond l1ab1lit1esin accordance with the Internal Revenue Code and state laws?
7b
c If 'Yes,' describe in Part Ill how the organization defeased or otherwise settled these l1ab1l1ties If 'No,' explain in Part Ill
[l?ar,iffilSale, Exchange,
Disposition, or Other Transfer of More than 25% of the Organization's Assets. Complete this part 1f the organ1zat1on answered
'Yes' to Form 990, Part IV, line 32, or Form 990-EZ. line 36. Use Schedule N-1 1f add1t1onalspace 1s needed
(b) Dateof
d1stribut1on
(c) Fairmarketvalueof
asset(s)distributedor
amountof transactmn
expenses
(d) Methodof
determiningFMVfor
asset(s)distributedor
transactionexpenses
(g) IRCCode
sectionof
rec1p1ent(s)
(1f
tax-exempt)
or
tvpeof entitv
III
Yes
Did or will any officer, director, trustee, or key employee of the organization:
---
--
2a
2b
2c
d Receive, or become entitled to, compensation or other s1m1larpayments as a result of the organization's s1gnif1cant d1spos1tion of assets?
2d
No
__J
x
x
x
x
e If the organization answered 'Yes' to any of the questions in this line, provide the name of the person involved and explain in Part Ill
BAA
TEEA4702
01/30110
Donors
Trust,
Inc.
52-2166327
Information. Complete to provide the information required by Part I, lines
2e, 7c; Part II, line 2e; and any add1t1onalinformation.
ScheduleN(Form990or990-EZ)2009
Page 3
liBiitllJ191
Supplemental
Part
II,
Line
Part
II,
Line
1 ___ ITS
Part
II,
Line
Prt
II,
Line
_1___ PART_II...t_LINE_4j
._
IN_TOTAL,
ITS _____________
-------------
IS _INCLUDED AT SCHEDULE_________
II,
Line
1 ___ I.
Part
II,
Line
Part
II,
Line
06125109
TEEA4703
Part
BAA
____________
OR OTHER ______________
_
_
_
_
SCHEDULEO
OMS No 1545-0047
(Fonn 990)
Donors
Trust.
2009
Open to Public
Inspection
I52-2166327
Inc.
Pt_I_I]:L_LJ!!~_2
___
THE ORGANIZATION
Pt_I_I]:L_LJ!!~_2
___
SPFA --------------
IN ____________
_?_!_I_I]:L_LJ!!e
2___
PART_III_ON
_?_!_I_I]:L_Line
3___
THE ORGANIZATION
4. ---------------------------------------
PART III.1_LINE_4
Pt_IIIL
Line
3___
0N ITS
Pt_IIIL
Line
3___
THE PROJECT
Pt_IIIL
Line
3___
Pt_IIIL
Line
3___ A DESCRIPTION_OF
Pt_IIIL
Line
3___
2008_FORM_990L
Pt_IIIL
Line
3___
FORM 99~,-
OF PERCEPTIONS_OF
DURING_THE_2008
____________
________
4.l_PART_III.
_ A_DESCRIPTION
4L PART III
REQUIRED TO BE_DISCLOSED
OF_THIS_RETURN.
VI-C,
Line
19_IF
BY APPLICABLE
Pt
VI-C,
Line
19 _REGULATION
Pt
VI-C,
Line
19 _REQUEST
Pt
VI-B,
Line
llA
FORM_990_REVIEWED
Pt
VI-B,
Line
llA
Pt
VI-B,
Line
llA
AND OFFICERS
SHORTLY AFTER_FILING
Pt
VI-B,
Line
llA
COMMENTS. _IF
ANY ISSUES
Pt
VI-B,
Line
llA
REMEDIAL ACTION IS
Pt
VI-B,
Line
llA
FORM_900_IF
Pt
VI-A,
Line
3 __ SOME_PROGRAMS_LISTED
Pt
VI-A,
Line
3 __ DIRECT
Pt
VI-A,
Line
Pt
VI-A,
Line
3 __ PROGRAMS_IS
Pt
VI-Ac
Line
Pt
VI-A,
Line
3 __ ACTIVITY._EACH
OF THESE CONTRACTORS_IS
Pt
VI-A,
Line
OFFICERS.
OR_OTHER ADMINISTRATIVE
AT ORGANIZATION'S
S ____
_
_
_
OF HPP -----------________________
STATUTEt_ ______________
_
_
_
OFFICE.----------------------------
TAX_YEAR: --------
AMERICANS_ABROA_(PPAAJL
Pt
BAA
DISTRIBUTED
____________
FOR THEIR
TAKEt!,_ INCLUDING_FILING
________________
AN AMENDED____________
_
_
_
_
_
NECESSARY-------------------------------------
SUPERVISION
AT PART III
THE RESPONSIBILITY
ORGANIZATION'S
ASSOCIATED
_
_
OF AN INDEPENDENT_CONTRACTOR MANAGING_
& EXPERTISE
DIRECTLY
SUPERVISED
BY_THE __ _
For Pnvacy Act and paperwork Reducbon Act Notice, see the 1nstrucbons for Form 990.
TEEA4901
07117/09
Page 2
Donors
Trust
52-2166327
Inc.
Pt
VI-A,
Line
Pt
VI-A,
Line
3 __ ARE:_NPSL_CCAP,
Pt
VI-A,
Line
_?,!;_'{.I_:-C, Line
17 _
u~
PART !~,_LINE
--------------------------------
VALWALWI_JWV. _________________________________________
BAA
07/17/r8
OMB No 1545-0047
SCHEDULER
(Fonn 990)
2009
Donors Trust~
Inc.
IIB.tii.tllI
Identification
~
52-2166327
of Disregarded Entities (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 33.)
t>
IN of disregarded entity
(B)
Primary act1v1ty
Donors_Trust,_
LLC 27-0704085 ____________
109 N Henry St
Alexandria
22314
Talent_Market-1 _LLC 27-0685825 ___________
109 N Henry St, Alexandria
22314
Center
for Colle~
109 N Henry
Affordabiliti'._
St,
&
Alexandria
Productivit:t'._LLC
27-094951~
22314
(C)
Legal domicile (state
or foreign country)
(D)
Total income
(E)
End-of-year assets
(F)
Direct controlling
entity
disoose
of same
MD
1.450,000.
1.347,485.
Donors
Trust,
Inc.
administrative
support
services
Research, writing,
educational
MD
175,000.
128,967.
Donors
Trust,
Inc.
MD
322,000.
371, 648.
Donors
Trust,
Inc.
---------------------------------------------------------------------------------------------------[W
Identification of Related Tax-Exempt
Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34 because 1t had
(B)
Primary act1v1ty
(A)
Name, address, and EIN of related organization
Donors_Captital_Fund,
Inc. 54-1934032
PO Box 1305, Alexandria
VA 22313
_____
Grant
(C)
Legal dom1c1le(state
or foreign country)
(D)
Exempt Code section
(E)
Public charity status
(1f section 501 (c)(3))
(F)
Direct controlling
entity
making
MD
509
(a)
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA5001
02/05/ 10
52-2166327
Page2
Part III j Identification of Related Organizations Taxable as a Partnership (Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 34
because 1t had one or more related oraanizat1ons treated as a oartnersh1::,dunna the tax year.)
ScheduleR(Form990)2009
Donors
Trust,
Inc.
(A)
Name, address, and EIN of
related organization
(B)
Primary Activity
(C)
Legal
domicile
(state or
foreign
country)
(0)
Direct
controlling entity
(E)
Predominant
income (related,
unrelated, excluded
from tax under
sections 512-514)
(F)
Share of total income
(G)
Share of end-of-year
assets
(H)
D1sproport1onate
allocations?
Yes
No
(I)
Code V-UBI
amount 1nbox
20 of Schedule
K-1
(Form 1065)
(J)
General or
managing
partner?
Yes
No
-------------------------------------------------------------------------------------------------------------------------------
IPart IV
Ilden!ification
... - - . ------
of Related Organizations Taxable as a Corporation or Trust (Complete 1fthe organization answered 'Yes' to Form 990, Part IV,
-- ---- ---- (E)
(F)
(B)
(C)
(D)
(H)
(A)
(G)
---
--
Primary Act1v1ty
--
Type of entity
Share of total income
Legal dom1c1le
Direct
(state or foreign controlling entity (C corp, S corp,
country)
or trust)
Share of end-of-year
assets
Percentage
ownership
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA
TEEA5002
02105110
Schedule R (Form
990)2009 Donors
Tru~
Inc.
52-2166327
Pa_g_e
3
p>art V !Transactions With Related Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34, 35, or 36.)
Note Complete line 1 1fany entity 1s listed in Parts II, Ill, or IV of this schedule.
Yes
During the tax year did the organization engage 1nany of the following transactions with one or more related organizations listed in Parts II-IV
--
a Receipt of (i) interest (ii) annu1t1es(iii) royalties (iv) rent from a controlled entity
la
1 b
le
ld
le
~
--
lj
lk
11
lm
ln
--
lo
lp
lq
lr
lete this I
(A)
Name of other organization
as defined
bv !RC sec
lud
d relat
--
_J
--
_J
x
x
x
x
x
x
x
x
--
_J
x
--
_J
x
x
hreshol
(B)
Transaction
type (a-r)
512(bl
'
x
x
lg
lh
1i
entities
--
1f
h Exchange of assets
i Lease of fac11it1es,equipment. or other assets to other orgarnzat1on(s)
--
No
(C)
Amount involved
(13).
(2)
(3)
(4)
(5\
(6)
BAA
TEEA5003
0210511O
Schedule R (Form
990)(2009)
[Parfvi] Unrelated
Donors
Trust,
52-2166327
Inc.
Pa_g_e
4
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its act1v1t1es(measured by total asset or gross
revenue) that was not a related organization See Instructions regarding exclusion for certain investment partnerships
(A)
Name, address, and EIN of entity
(B)
Primary act1v1ty
(C)
Legal dom1c1le
(state or foreign
country)
(E)
(D)
Areall partners Share of end-of-year
section
assets
501(cX3)
organizations?
Yes
BAA
TEEA5004
02/05110
No
(F)
D1sproport1onate
allocations?
Yes
No
(G)
Code V-UBI amount
1n box 20 of
Schedule K-1
Form (1065)
(H)
General or
managing
partner?
Yes
No
52-2166327
services. Section 501(c)(3) and (4) organizations and 4947(a)(l) trusts are required to
report the amount of grants and allocations to others, the total expenses, and revenue, 1fany, for
each program service reported.
Code
Description: THE PROJECT ON FAIR REPRESENTATION
(PFR).
Expenses
134, 244.
THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE
Grants Of
O. IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF
Revenue
150,000.
RESEARCH,
LITIGATION,
AND PUBLIC EDUCATION IN THE
Code. ___
Expenses
Grants Of
Revenue
Description.
107, 306.
Code. ___
Expenses
Grants Of
Revenue
Description:
54, 898.
Code: ___
Expenses
Grants Of
Revenue
Description:
0.
Code: ___
Expenses
Grants Of
Revenue
Description:
49, 987.
Code: ___
Expenses
Grants Of
Revenue
Description2, 685.
2, 685.
0.
O.
100,000.
O.
150,000.
O.
75,000.
O.
17 5, 000.
5~-2166327
Publicly
traded
Real estate
Amount
securities
587,340.
1,450,000.
Total
2,037,340.
2f
0th
Rel/Exmpt
-1
Description
Aministration
services
provided
Amount
to supporting
organization
Total
620,820.
620,820.
3 Column
Description
Interest
and
Amount
dividends
66,109.
Total
66,109.
Gross
Rents
Amount
Description
Rent on donated
real
property
received
prior
to property
Total
sale
4,220.
4,220.
6d Column
D
Amount
Description
Non-trade
Total
or
business
rental
income
4,220.
4,220.
52-2166327
of
Securities
Amount
Description
Proceeds
from
Recovery
of expensed
sale
of marketable
cost
on sale
securities
of donated
Total
real
property
2,389,730.
540.
2,390,270.
Basis
Amount
Amount
Description
Basis
of marketable
securities
sold
Total
2,431,049.
2,431,049.
6d Column
D
Amount
Description
Loss
on sale
of marketable
securities
Total
-40,779.
-40,779.
1 col
(B)
Amount
Description
Cash
grants
to
US tax
exempt
entities
12,641,403.
12,641,403.
Total
11,
column
Description
Publicly
traded
mutual
2000 shrs Walgreen
600 shrs Resmed
2500 shrs Roper Inds
funds
(A)
Amount
1,325,501.
49,340.
22,488.
120,246.
52-2166327
4
Continued
11,
column
(A)
Description
1000 shrs
Forest
250 shrs Abbott
Amount
Labs
Labs
25,470.
13,343.
Total
1,556,388.
11,
column
(B)
Description
Various
publicly
traded
2000 Shrs Walgreens
80 Shrs BP
40 Shrs XOM
300 Shrs RAX
120 Shrs CRM
Amount
mutual
funds
Total
1,542,114.
73,440.
4,638.
2,728.
6,255.
8,852.
1,638,027.
Sch
D, page
2/Part
V, line
le
col
(a)
Description
Program
related
direct
Amount
expenses
976,327.
Total
976,327.
Sch
D, page
2/Part
V, line
le
Description
Program
Total
related
direct
expenses
col
(b)
Amount
1,103,256.
1,103,256.
(a) Grantee
(j)
(I)
(k)
EIN: 52-2166'327
(b) EIN
(c) IRC
(g) Amount
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton I nst1tute
Acton I nst1tute
Acton Institute
Acton Institute
Acton I nst1tute
Acton I nst1tute
Acton Institute
Acton Institute
Africa Fighting Malaria Int , Inc.
Africa Fighting Malaria Int , Inc
American Border Patrol
American Border Patrol
American Border Patrol
American Conservative Union Foundation
American Conservative Union Foundation
American Conservative Union Foundation
American Council on Science & Health
American Council on Science & Health
American Enterprise Institute
American Enterprise Institute
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Washington
Washington
Sierra Vista
Sierra Vista
Sierra Vista
Alexandria
Alexandria
Alexandria
New York
New York
Washington
Washington
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
DC
DC
AZ
AZ
AZ
VA
VA
VA
NY
NY
DC
DC
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
20036 30-0162292
20036 30-0162292
85635-. 42-1542666
85635- 42-1542666
85635- 42-1542666
22314 52-1294680
22314 52-1294680
22314 52-1294680
10023- 13-2911127
10023- 13-2911127
20036 53-0218495
20036 53-0218495
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c}(3)
501 (c)(3)
250 00
250 00
250.00
250 00
300 00
400.00
500.00
1,000.00
1,000.00
1,000 00
1,700.00
2,500 00
2,500 00
5,000 00
5,000 00
5,000 00
16,000 00
2,000 00
2,000.00
2,500.00
1,000.00
1,000 00
7,500 00
10,000.00
198,000.00
250 00
500 00
Washington
DC
20036 53-0218495
501 (c)(3)
1,000.00
Washington
DC
20036 53-0218495
501 (c)(3)
1,000.00
Washington
Washington
DC
DC
20036 53-0218495
20036 53-0218495
501 (C)(3)
501 (c}(3}
1,000.00
1,000.00
American
American
American
American
American
American
American
American
American
American
American
American
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Dallas
Washington
Purcellville
Purcellville
Purcellville
DC
DC
DC
DC
DC
DC
DC
TX
DC
VA
VA
VA
20036
20036
20036
20036
20036
20036
20036
75231
2000920132
20132
20132
501(c)(3)
501(c)(3)
501 (c}(3)
501 (c}(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c}(3)
501 (c}(3)
501(c)(3)
1,000.00
1,000.00
1,500 00
5,000 00
7,000.00
10,000.00
50,000 00
250 00
200.00
6,500.00
7,500.00
17,550 00
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Heart Assoc1at1on
Humanist Assoc1at1on
MaJority
MaJority
Maiority
53-0218495
53-0218495
53-0218495
53-0218495
53-0218495
53-0218495
53-0218495
13-5613797
94-6168317
26-1501154
26-1501154
26-1501154
(h) Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
to qualify for matching funds challenge
for general operations
m response to Rudy Carrasco's letter
for general operations
to sponsor a student at Acton University
to sponsor a student at Acton University
for general operations
Lord Acton Circle table 2009
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for CPAC
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for Tom Donnelly's Center for Defense
Studies
for Tom Donnelly's Center for Defense
Studies
for Tom Donnelly's Center for Defense
Studies
for general operations
for Tom Donnelly's Center for Defense
Studies
for general operations
m response to Arthur Brooks' letter
2009 Annual Dinner - Table
for general operations
for general operations
for general operations
for general operations
for general operations
for advertising
for general operations
to experiment with achieving growth
Page1of12
(I)
(I)
EIN: 52-2166'327
(b)EIN
(c) IRC
26-1501154
23-7002632
23-7002632
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1400492
52-1400492
86-6051042
86-6051042
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
35,000 00
5,000.00
10,000 00
800 00
1,200 00
1,500.00
2,500 00
5,000 00
7,500 00
15,250 00
25,000.00
50,000 00
82,000.00
272,000 00
272,000.00
400,000 00
400,000.00
10,000.00
20,050.00
5,000 00
5,000.00
1,000 00
1,000.00
1,000.00
1,000.00
2,500 00
DC
20005 94-2763845
501 (c)(3)
5,000 00
Washington
DC
20005 94-2763845
501 (c)(3)
5,000 00
Washington
Washington
Washington
DC
DC
DC
20005 94-2763845
20005 94-2763845
20005 94-2763845
501 (c)(3)
501 (c)(3)
501 (c)(3)
5,000.00
5,000.00
5,000 00
(k)
(j)
American Majority
American Spectator Educational Foundation
American Spectator Educational Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Tax Reform Foundation
Americans for Tax Reform Foundation
ASU Foundation, School of Earth & Space E
ASU Foundation, School of Earth & Space E
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Purcellville
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Washington
Washington
Tempe
Tempe
Washington
Washington
Washington
Washington
Washington
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
DC
DC
AZ.
AZ.
DC
DC
DC
DC
DC
20132
22209
22209
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20005
20005
85287
85287
20005
20005
20005
20005
20005
1201 L Street, NW
Washington
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
(g) Amount
(h) Purpose
for general operations
for general operations
for general operations
for general operations
for the card check project
for Washington State start-up
for general operations
for general operations
for AFPF Kansas
to experiment with achieving growth
support Enc Telford's Internet project
support policy work
for the "R1ghtOnL1ne"effort
for Patients United project
for Patients United project
for general operations
for general operations
for general operations
for general operations
for the Origins Initiative
for the Institute of Human Ong1ns
for general operations
for general operations
for general operations
for general operations
for general operations
FBO Center in Mongolia run by Batbold
and Jargal
FBO Imam Center (Franklin Cudjoe, Accra,
Ghana)
FBO lnst1tuto Bruno Leoni (Alberto
Mingard1)
for Tom Palmer program
for general operations
1201 L Street, NW
1201 L Street, NW
Washington
Washington
DC
DC
20005 94-2763845
20005 94-2763845
501(c)(3)
501 (c)(3)
1201 L Street, NW
Washington
DC
20005 94-2763845
501(c)(3)
1201 L Street, NW
1201 L Street, NW
Washington
Washington
DC
DC
20005 94-2763845
20005 94-2763845
501(c)(3)
501(c)(3)
Ave Mana
FL
34142-' 03-0482006
501(c)(3)
Page2of12
(a) Grantee
8111
of
8111
of
8111
of
8111
of
8111
of
8111
of
8111
of
Rights
Rights
Rights
Rights
Rights
Rights
Rights
Institute
Institute
Institute
Institute
Institute
Institute
Institute
200
200
200
200
200
200
200
N
N
N.
N.
N.
N.
N.
Glebe
Glebe
Glebe
Glebe
Glebe
Glebe
Glebe
Road,
Road,
Road,
Road,
Road,
Road,
Road,
(k)
200
200
200
200
200
200
200
(I)
(b) EIN
(c)IRC
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
VA
VA
VA
VA
VA
VA
VA
22203
22203
22203
22203
22203
22203
22203
48-0891418
48-0891418
48-0891418
48-0891418
48-0891418
48-0891418
48-0891418
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
100 00
1,000 00
5,000.00
5,000.00
5,000 00
5,000.00
6,000 00
(j)
Suite
Suite
Suite
Suite
Suite
Suite
Suite
EIN: '52-2166327
(g) Amount
Boston College
Brighter Choice Foundation
Chestnut Hill
Albany
MA
NY
02467 04-2103545
12206 14-1825626
501 (c)(3)
501 (c)(3)
65,000 00
250,000.00
1775
1513
1513
1513
1513
1000
1000
1000
1000
1000
1000
1000
1000
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
20036
200362003620036200362000120001200012000120001200012000120001-
53-0196577
52-1289734
52-1289734
52-1289734
52-1289734
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
11,000 00
500.00
3,500 00
4,000.00
5,000.00
200.00
250.00
250.00
250.00
500.00
500.00
500.00
500.00
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato I nst1tute
Cato Institute
Cato Institute
Cato Institute
Center for Competitive Politics
Center for Compet1t1vePolitics
Center for Compet1t1vePolitics
Center for Competitive Politics
Center for Compet1t1vePolitics
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
VA
VA
VA
VA
VA
20001200012000120001200012000120001200012000120001200012000122314
22314
22314
22314
22314
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
20-3676886
20-3676886
20-3676886
20-3676886
20-3676886
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
1,000.00
1,000 00
1,000.00
1,000 00
2,500 00
5,000 00
5,000 00
5,000.00
5,000 00
5,000 00
5,000 00
6,000 00
1,000 00
2,000 00
5,000 00
5,000 00
7,000 00
2615 0 Street, NW
2615 0 Street, NW
Washington
Washington
DC
DC
20007 52-2154862
20007 52-2154862
501(c)(3)
501(c)(3)
2,000 00
5,000 00
Orange
CA
92866 95-1643992
501(c)(3)
6,500 00
Massachusetts Ave., NW
16th Street, NW
16th Street, NW
16th Street, NW
16th Street, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
(h) Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
8111
of Rights Institute dinner
for the Wakefield school project
to establish the JMC-Veritas Higher
Education chair
for general operations
for Pietro Novola's project - The
Governance Studies Project
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
in response to the organization's climate
change ad
for the healthcare ad campaign
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
Sponsorship for Friedman Dinner
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
to support Foundation Management
Institute
for general operations
for Professor Smith's Economic Science
Institute
Page 3 of 12
(I)
(k)
(j)
(I)
94104
49783
02467
22192
22192
20170
20170
20005
11724
21014
21014
21014
21014
21014
21014
21014
10028
10028
17101
17101
20036
20036
20036
20036
20036
20007
20007
20007
20007
101851018595219
98411
EIN: 52-2166'327
(b) EIN
(c)IRC
31-1640316
52-1283394
04-2103997
13-4070270
13-4070270
54-1672138
54-1672138
31-1467594
11-2013303
52-1462893
52-1462893
52-1462893
52-1462893
52-1462893
52-1462893
52-1462893
20-2479678
20-2479678
23-2473845
23-24 73845
52-1351785
52-1351785
52-1351785
52-1351785
52-1351785
26-4029303
26-4029303
26-4029303
26-4029303
26-4129605
26-4129605
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (C)(3)
501(c)(3)
501(c)(3)
501(c)(3)
(g) Amount
46,881 30
30,000.00
12,500.00
6,500 00
15,000.00
5,000 00
10,000.00
3,000 00
25,000 00
500 00
1,000.00
24,750.00
197,444 70
198,000 00
200,000.00
252,500 00
10,000.00
10,000 00
34,000 00
40,000.00
100.00
200 00
500 00
2,000.00
3,000.00
27,000 00
35,000 00
35,000 00
52,000.00
100,000.00
25,000.00
10,000 00
20,000.00
(h) Purpose
for general operations
for general operations
for general operations
for advertising
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the Environmental Education Fund
for the Environmental Education Fund
for general operations
to hire staff
for general operations
for the Environmental Education Fund
for general operations
for general operations
to support John Lott's proJects
to support John Lott's proiects
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the "Church of Tomorrow Campaign"
for general operations
Duke University
E Plunbus Unum Films
E Plunbus Unum Films
PO Box 90204
2247 15th Avenue West
2247 15th Avenue West
Durham
Seattle
Seattle
NC
WA
WA
27708 56-0532129
98119- 91-2053400
98119- 91-2053400
501 (c)(3)
501 (c)(3)
501 (c)(3)
New York
New York
NY
NY
10029 13-2765924
10029 13-2765924
501 (c)(3)
501 (c)(3)
Emory University
Ernest Martin Hopkins Institute
Atlanta
Santa Fe
GA
NM
30322 58-0566256
87501 13-3351125
501 (c)(3)
501 (c)(3)
Washington
DC
20036 52-1162185
501(c)(3)
Page 4 of 12
(I)
(k)
(j)
(I)
EIN: "52-216~27
(b) EIN
(c)IRC
(g) Amount
Washington
Olympia
Olympia
Falls Church
Washington
Washington
Washington
Ph1ladelph1a
Ph1ladelph1a
DC
WA
WA
VA
DC
DC
DC
PA
PA
20036 52-1162185
98507- 1 94-3136961
98507- 1 94-3136961
22046 31-1629166
20036 36-3235550
20036 36-3235550
20036 36-3235550
19102 23-1731998
19102 23-1731998
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
130,000.00
5,000.00
15,000.00
6,000 00
1,000.00
3,000.00
10,000.00
12,927.83
15,000 00
Wilmore
KY
40390 36-2680478
501 (c)(3)
27,000.00
Wilmore
KY
40390 36-2680478
501(c)(3)
77,000 00
New York
NY
10003 13-3108424
501(c)(3)
5,000.00
New York
New York
NY
NY
10003 13-3108424
10003 13-3108424
501(c)(3)
501 (c)(3)
7,500.00
10,000.00
New York
NY
lrvmgton-on-Hudst NY
lrv1ngton-on-Huds1NY
lrvmgton-on-Huds1 NY
lrv1ngton-on-Huds1NY
lrv1ngton-on-Huds1NY
lrvington-on-Huds1 NY
lrvmgton-on-Huds1 NY
lrvmgton-on-Huds1 NY
Raleigh
NC
TX
Lake Jackson
Lake Jackson
TX
TX
Lake Jackson
CA
Davis
Davis
CA
CA
Davis
CA
Davis
MD
Bethesda
MD
Bethesda
New York
NY
Bismarck
ND
Bismarck
ND
Seattle
WA
Bozeman
MT
Bozeman
MT
10003
105331053310533105331053310533105331053327601
77566
77566
77566
9561695616956169561620816
20816
1000158504
58504
98109
59718
59718
13-3108424
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
26-4505542
74-2066841
74-2066841
74-2066841
51-0183347
51-0183347
51-0183347
51-0183347
53-0196534
53-0196534
11-3451703
26-4066298
26-4066298
91-1540426
94-3170425
94-3170425
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
10,000 00
200.00
250 00
250 00
500.00
1,000 00
1,000.00
3,000 00
5,000.00
50,000 00
100 00
100.00
5,000.00
500.00
1,000.00
1,000.00
5,000 00
15,000.00
15,000 00
9,700 00
16,050 00
17,750 00
250 00
5,000 00
5,000 00
Washington
20004 52-1526916
501 (c)(3)
1,000 00
DC
(h) Purpose
to support the research of Stanley Kurtz
for general operations
for the capital campaign
for Timothy's Fund
for general operations
for general operations
for general operations
for general operations
for general operations
to support the Coaht1onfo United
Methodist Accountabl1hty
to support the Coaht1onfor United
Methodist Accountab1hty
to underwrite expenses of a lunch in honor
of Andrew Roberts
for a special issue of The New Criterion or1
"The Fall of Communism after 20 years"
for general operations
for the Encounter/Alexander Hamilton
Institute collaboration
for general operations
for general operations
for general operations
for the matching challenge grant
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
in response to the May 30th ma1hng
for general operations
for general operations
for computer equipment
for the Building Campaign
for the benefit of the Press & Public Proiect
to experiment with achieving growth
for general operations
for general operations
for general operations
for counterintu1t1veconference
in response to Dick Armey's "Tea Party
Momentum" ma1hng
Page 5 of 12
(a) Grantee
Georgetown University
Georgetown University
GMU Foundation
GMU Foundation
GMU Foundation
GMU Foundation
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
Center)
Center)
Center)
Center)
Center)
Center)
(I)
(k)
(j)
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Greenville
Greenville
Greenville
Greenville
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
SC
SC
SC
SC
20004
20004
20004
20004
20009
20009
20009
20009
20009
20009
20009
20009
29613296132961329613-
EIN: :i2-2166'327
(b) EIN
52-1526916
52-1526916
52-1526916
52-1526916
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
57-0314395
57-0314395
57-0314395
57-0314395
(c) IRC
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (C)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
DC
DC
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
20057
20057
22030220302203022030220302220122201222012220122201-
53-0196603
53-0196603
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
501 (c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
55,000 00
100,000 00
4,000 00
5,000.00
7,500 00
10,000 00
25,000.00
250.00
2,000.00
5,000 00
50,000.00
50,000.00
Arlington
3301 Fairfax Drive
New York
365 Fifth Avenue, Room 9113
Honolulu
1314 S. King Street. #1163
Honolulu
1314 S. King Street, #1163
2150 Pennsylvania Avenue, NW 4th FWashington
VA
NY
HI
HI
DC
22201
1001696814
96814
20037
54-1603842
13-3219419
99-0354937
99-0354937
53-0196584
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
20,000 00
6,000 00
1,500.00
20,000.00
25,000 00
Cambridge
Chicago
MA
IL
02138 53-0199180
60603- 36-3309812
501(c)(3)
501(c)(3)
Heartland
Heartland
Heartland
Heartland
Heartland
19 South
19 South
19 South
19 South
19 South
Chicago
Chicago
Chicago
Chicago
Chicago
IL
IL
IL
IL
IL
6060360603606036060360603-
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
1,000.00
2,000.00
5,000.00
10,000.00
100 00
200 00
500.00
500 00
1,000.00
1,000.00
4,000.00
5,000.00
5,000 00
10,000 00
11,873 00
30,000 00
(h) Purpose
to support the organization's healthcare
proiect
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
FBO the Tocqueville Program
FBO the Tocqueville Program
FBO the Tocqueville Program
FBO the Tocqueville Program
Washington
Washington
Fairfax
Fairfax
Fairfax
Fairfax
Fairfax
Arlington
Arlington
Arlington
Arlington
Arlington
Harvard University
Heartland Institute
Institute
Institute
Institute
Institute
Institute
(g) Amount
LaSalle
LaSalle
LaSalle
LaSalle
LaSalle
Street,
Street,
Street,
Street,
Street,
Suite
Suite
Suite
Suite
Suite
903
903
903
903
903
36-3309812
36-3309812
36-3309812
36-3309812
36-3309812
1,000 00
1,000.00
3,000 00
5,000.00
6,500.00
Page 6 of 12
(a) Grantee
(I)
(b)EIN
(c) IRC
36-3309812
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
500,000.00
100.00
250 00
250.00
1,000.00
1,000 00
1,000 00
1,000 00
1,000.00
2,500 00
2,500.00
5,000.00
5,000.00
10,000.00
10,000 00
DC
HI
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
CA
CA
20002- 23-7327730
96813 53-0116355
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
94305- 94-1156365
94305-194-1156365
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (C)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
10,915.45
10,000.00
250 00
500 00
1,000 00
1,000 00
1,000 00
1,500.00
10,000 00
104,000.00
500.00
10,000 00
CT
CT
CT
06039 06-0647018
06039 06-0647018
06039 06-0647018
501 (c)(3)
501(c)(3)
501(c)(3)
DC
IL
IL
IL
IL
DC
DC
DC
DC
DC
NY
VA
VA
VA
20005
60603
60603
60603
60603
20015
20015
20015
20015
20015
10023
222012220122201-
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
(k)
(j)
Heartland Institute
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Chicago
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
IL
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
606032000220002200022000220002200022000220002200022000220002200022000220002-
Heritage Foundation
HI Society of the Sons of the American Re
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hoover lnst1tut1on-StanfordUniversity
Hoover Institution-Stanford University
Washington
Honolulu
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Stanford
Stanford
Hotchkiss School
Hotchkiss School
Hotchkiss School
PO Box 800
PO Box 800
PO Box 800
Lakeville
Lakeville
Lakeville
Hudson Institute
Illinois Polley Institute
Illinois Polley Institute
Illinois Polley Institute
Illinois Polley Institute
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Institute for American Values
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
EIN: !i2-2166'327
13-1945157
41-2057028
41-2057028
41-2057028
41-2057028
54-1670627
54-1670627
54-1670627
54-1670627
54-1670627
13-3400377
94-1623852
94-1623852
94-1623852
(g) Amount
(h) Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for defense policy studies
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
in memory of grandparents Nicholas H.
Noyes and Marguerite L Noyes
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the president's d1scret1onaryfund
for general operations
for general operations
for general operations
Page 7 of 12
(c) IRC
222012220122201222012220122201222012220122203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
20036
20036
20036
20002
20002
20002
20002
22015
22015
3331633316-
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-174433 7
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1699641
52-1699641
52-1699641
52-2363626
52-2363626
52-2363626
52-2363626
26-2521115
26-2521115
65-0649443
65-0649443
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
250.00
1,000.00
1,000.00
1,000 00
2,500 00
5,000 00
5,000.00
8,000 00
100.00
500.00
500.00
1,000.00
1,000 00
1,000 00
1,000.00
2,000 00
2,000 00
2,500.00
2,500 00
3,000 00
5,000.00
5,000 00
5,000.00
1,000.00
1,000.00
10,000.00
1,500.00
5,000 00
20,000.00
20,000.00
40,000.00
40,000.00
2,000.00
5,000.00
UT
WI
MD
DC
DC
DC
DC
84602
53151
21287
20024
20024
20024
20024
27-0151485
26-2639114
52-059511 0
52-1885088
52-1885088
52-1885088
52-1885088
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
15,000
14,500
8,000
100
1,000
2,000
5,000
NY
VA
VA
VA
11230
22201
22201
22201
22-3209160
51-0235174
51-0235174
51-0235174
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
10,000 00
500.00
1,000 00
1,000.00
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Burke
Burke
Fort Lauderdale
Fort Lauderdale
Brooklyn
Arlington
Arlington
Arlington
(I)
(h) Purpose
(b) EIN
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
DC
DC
DC
DC
DC
DC
DC
VA
VA
FL
FL
(I)
{j)
EIN: ~2-216o.327
(k)
(g) Amount
00
00
00
00
00
00
00
Page 8 of 12
(a) Grantee
Leadership Institute
Leadership Institute
Leadership Institute
Lucy Burns Institute
Lucy Burns Institute
Lucy Burns Institute
Lucy Burns Institute
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Policy
Policy
Policy
Policy
Policy
Policy
Research
Research
Research
Research
Research
Research
6
6
6
6
(I)
(k)
(j)
EIN: '52-2166327
(b) EIN
(c) IRC
(g) Amount
VA
VA
22201 51-0235174
22201 51-0235174
501(c)(3)
501 (c)(3)
Arlington
Madison
Madison
Madison
Madison
New York
New York
New York
New York
New York
New York
VA
WI
WI
WI
WI
NY
NY
NY
NY
NY
NY
22201 51-0235174
53703- 20-8036372
53703- 20-8036372
53703- 20-8036372
53703- 20-8036372
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
501(c){3)
501{c)(3)
501{c)(3)
501(c)(3)
501 {c)(3)
501{c)(3)
501{c)(3)
501(c)(3)
501 {c)(3)
501 {c)(3)
501 (c)(3)
NY
DC
DC
DC
501 {c){3)
501 {c)(3)
501 {c){3)
501 (c)(3)
501(c){3)
501{c)(3)
501 {c){3)
501(c)(3)
501 {c){3)
501 {c){3)
501(c)(3)
501 {c)(3)
501 {c)(3)
501{c){3)
501(c)(3)
501(c)(3)
501 {c)(3)
501(c)(3)
501 (c){3)
501{c){3)
501 {c)(3)
501 {c){3)
501 (c)(3)
50,000.00
250 00
4,000 00
5,000.00
7,500 00
500 00
500 00
1,000 00
1,000 00
1,000 00
1,000 00
2,500.00
5,000.00
300,000 00
100.00
200 00
1,000 00
1,000.00
1,000 00
100,000.00
1,000 00
10,500.00
11,250.00
52 Vanderbilt Avenue
Capitol Hill, PO Box 77492
Capitol Hill, PO Box 77492
Capitol Hill, PO Box 77492
10 Tremont Street, 6th floor
325 S Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S. Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S. Patrick Street
325 S. Patrick Street
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive. Suite 450
1500 Walnut Street, Ste. 1050
41 Madison Avenue, Suite 4000
600 West Kagy Boulevard
New York
Washington
Washington
Washington
Boston
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Ph1ladelph1a
New York
Bozeman
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
PA
NY
MT
10017 13-2912529
20013 52-1975211
20013 52-1975211
20013 52-1975211
02108 04-3559305
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
19102 23-77 49796
10010-' 26-2381809
59717 81-6016828
Bozeman
Dallas
MT
TX
59717 81-6016828
75251- 75-1804932
501 {c){3)
501 {c){3)
30,000 00
1,000 00
Dallas
Dallas
Falls Church
Falls Church
Falls Church
TX
TX
752517525122046
22046
22046
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
2,000 00
5,000 00
600 00
600 00
1,000.00
National
National
National
National
National
(h) Purpose
Arlington
Arlington
MA
VA
VA
VA
75-1804932
75-1804932
52-1750188
52-1750188
52-1750188
Page 9 of 12
EIN: '52-2166327
Prometheus Institute
Providence St. Joseph Foundation
Randolph Bourne Institute, Inc
Randolph Bourne Institute, Inc
(I)
(k)
(j)
Falls Church
107 Park Washington Court
Falls Church
107 Park Washington Court
Springfield
8001 Braddock Road, Ste 500
Springfield
8001 Braddock Road, Ste. 500
Springfield
8001 Braddock Road, Ste. 500
Springfield
8001 Braddock Road, Ste 500
Springfield
8001 Braddock Road, Ste. 500
Springfield
8001 Braddock Road, Ste. 500
151 N. Sunrise Ave , Ste 901
Roseville
New York
8507th Avenue, Ste 1300
3105 Woodley Road, NW
Washington
Washington
3105 Woodley Road, NW
3105 Woodley Road, NW
Washington
7 World Trade Center, 250 Greenw1cl New York
170 Central Park West
New York
170 Central Park West
New York
170 Central Park West
New York
New York
170 Central Park West
1601 North Kent Street, Suite 1100 Arlington
1601 North Kent Street, Suite 1100 Arlington
1601 North Kent Street, Suite 1100 Arlington
1601 North Kent Street, Suite 1100 Arlington
Sacramento
3900 Lennane Drive, Suite 200
3900 Lennane Drive, Suite 200
Sacramento
3900 Lennane Drive, Suite 200
Sacramento
Sacramento
3900 Lennane Drive, Suite 200
San Francisco
One Embarcadero Center, Ste 350
One Embarcadero Center, Ste 350
San Francisco
One Embarcadero Center, Ste 350
San Francisco
San Francisco
One Embarcadero Center, Ste 350
One Embarcadero Center, Ste 350
San Francisco
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Washington
1150 17th Street, NW, Suite 503
1150 17th Street, NW, Suite 503
Washington
Washington
1150 17th Street, NW, Suite 503
Washington
1150 17th Street, NW, Suite 503
85 Devonshire Street, 8th Floor
Boston
82 Clouds View
501 South Buena Vista Street
1017 El Camino Real, #306
1017 El Camino Real, #306
Irvine
Burbank
Redwood City
Redwood City
VA
VA
VA
VA
VA
VA
VA
VA
CA
NY
DC
DC
DC
NY
NY
NY
NY
NY
VA
VA
VA
VA
CA
CA
CA
CA
CA
CA
CA
CA
CA
MT
MT
MT
MT
MT
DC
DC
DC
DC
MA
CA
CA
CA
CA
(I)
22046
22046
221512215122151221512215122151
95661
10019
20008200082000810007
10024
10024
10024
10024
22209
22209
22209
22209
95834
95834
95834
95834
94111
94111
94111
94111
94111
59718
59718
59718
59718
59718
20036
20036
20036
20036
2109
92603
91505
94063
94063
(b)EIN
(c) IRC
52-1750188
52-1750188
59-1588825
59-1588825
59-1588825
59-1588825
59-1588825
59-1588825
51-0208455
34-1983612
20-2636767
20-2636767
20-2636767
13-1773640
13-1624124
13-1624124
13-1624124
13-1624124
4 7-0865426
4 7-0865426
47-0865426
47-0865426
94-2197343
94-2197343
94-2197343
94-2197343
94-2528433
94-2528433
94-2528433
94-2528433
94-2528433
81-0393444
81-0393444
81-0393444
81-0393444
81-0393444
13-2943020
13-2943020
13-2943020
13-2943020
22-2632081
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
20-3558542
95-3544877
71-0929026
71-0929026
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
(g) Amount
(h) Purpose
1,000 00
4,000.00
10,000.00
20,000.00
100 00
500.00
3,000.00
2,500 00
15,200.00
7,000.00
22,000 00
25,000.00
25,000.00
12,000.00
1,000.00
5,000.00
5,000.00
10,000 00
1,000.00
1,000 00
2,000.00
5,000 00
250.00
500.00
1,000.00
1,000 00
5,000.00
1,000.00
1,000 00
3,000.00
10,000 00
250.00
500 00
1,000.00
1,000.00
5,000.00
100.00
3,000.00
5,000 00
5,000.00
100,000.00
18,900 00
5,000.00
25,000 00
50,000 00
Page 10 of 12
(I)
(I)
(k)
(j)
EIN: '52-216~327
(b) EIN
(c)IRC
(h) Purpose
(g) Amount
62-0476301
13-1624158
22-2406433
22-2406433
22-2406433
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (C)(3)
501 (c)(3)
25,000 00
10,000.00
-S:000:00
200.00
400.00
AZ
22313 22-2406433
55113 22-2406433
85705 22-2406433
501(c)(3)
501 (c)(3)
501(c)(3)
500 00
100 00
1,000.00
Chicago
Chicago
New York
IL
IL
NY
60654-120-5792227
60654-120-5792227
10036 43-2095418
501 (c)(3)
501 (c}(3}
501 (c)(3)
5,000 00
250,000.00
10,000 00
PO Box 51
3424 S State Street
3424 S State Street
3424 S. State Street
3424 S. State Street
PO Box 31356
2761 N Marengo Avenue
Seligman
Chicago
Chicago
Chicago
Chicago
Tampa
Pasadena
AZ
IL
IL
IL
IL
FL
CA
86337- 86-0686270
60616 36-2167921
60616 36-2167921
60616 36-2167921
60616 36-2167921
33631 36-2193608
91001 95-4550781
501 (c)(3)
501 (C)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
5,000 00
10,000.00
125,000.00
200,000 00
250,000 00
10,000.00
6,000.00
Atlanta
Arlington
Arlington
New York
Arlington
Arlington
Arlington
GA
VA
VA
NY
VA
VA
VA
30328
22205
22205
10029
22201
22201
22201
13-1255270
57-0952531
57-0952531
57-0952531
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
15,000.00
8,000 00
5,000.00
10,000.00
200 00
500 00
1,000.00
VA
VA
VA
UT
TX
VA
VA
VA
CA
CA
VA
Ml
Ml
NH
NY
22201 57-0952531
22201 57-0952531
22201 57-0952531
84101 87-0531727
78701 74-2524057
22015 26-2521115
22015 26-2521115
22015 26-2521115
92037 81-0639470
92037 81-0639470
22153 51-0280185
48106-' 38-3448297
48106- 38-3448297
3755 02-0222111
14260 16-0865182
501(c)(3)
501(c}(3)
501(c)(3)
501(c)(3)
501(c}(3)
501(c}(3}
501 (c)(3)
501(c}(3)
501(c}(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
1,000 00
2,000 00
10,000.00
235,000.00
10,000 00
45,000.00
58,000.00
75,000.00
5,000 00
5,000 00
2,500 00
2,500 00
5,000.00
10,358 63
7,000 00
Rhodes College
Rockefeller Un1vers1ty
Salvation Army - Massachusetts
Salvation Army-DC
Salvation Army-DC
200 N Parkway
1230 York Avenue
147 Berkeley Street
PO Box 269
PO Box 269
Memphis
New York
Boston
Alexandria
Alexandria
TN
NY
Salvation Army-DC
Salvation Army-Roseville, MN
Salvation Army-Tucson
PO Box 269
PO Box 131240
218 E Prince Road
Alexandria
Roseville
Tucson
DC
MN
MA
DC
DC
38112
10021
02467
22313
22313
58-1247027
'
Page 11 of 12
(a) Grantee
(k)
(j)
(I)
EIN: ~2-2166327
(b)EIN
(c)IRC
(g) Amount
(h) Purpose
PO Box 210027
Tucson
AZ
85721 86-6050388
501 (c)(3)
University of CA Regents-Berkeley
University of Marne
Berkeley
Orono
CA
ME
94720- 94-3067788
04469- 01-6000769
501 (c}(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
University of Richmond
Notre Dame
28 Westhampton Way
Richmond
1 Un1vers1tyStation C4100
IN
VA
Austin
TX
46556 35-0868188
23173
78712 74-6000203
Charlottesville
VA
22904- 54-1682176
501(c)(3)
College Park
MD
20742 52-1125663
501(c)(3)
A V W1lhams Building
College Park
1747 Pennsylvania Ave. NW, Suite 11Washington
1747 Pennsylvania Ave. NW, Suite 11Washington
MD
DC
DC
20742 52-1125663
20006 52-1524976
20006 52-1524976
501(c)(3)
501(c)(3)
501(c)(3)
Villanova University
Williams College
Young America's Foundation
Young America's Foundation
Young America's Foundation
Young America's Foundation
Young America's Foundation
A
A
A
A
A
Villanova
W1lhamstown
Herndon
Herndon
Herndon
Herndon
Herndon
PA
MA
VA
VA
VA
VA
VA
19805
01267
2017020170201702017020170-
23-1352688
04-2104847
23-7042029
23-7042029
23-7042029
23-7042029
23-7042029
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
25,000.00
11,000.00
100 00
1,000.00
1,000.00
10,000 00
25,000 00
Page 12 of 12
52-2166327
Schedule
R/Total
Income-1
Amount
Description
Contribution
received
at
fair
Total
market
value
1,450,000.
1,450,000.
Schedule
R/Total
Income-2
Description
Contributions
received(cash)
Total
Amount
175,000.
175,000.
Schedule
R/Total
Income-3
Description
Contributions
Total
received
(cash)
Amount
322,000.
322,000.