Beruflich Dokumente
Kultur Dokumente
OMS No 1545-0047
990
2010
Check ,f applicable
Donors
Nameoforganizatron
Trust,
Inc.
Address change
Domg Business As
Name change
Number and street (or P O box 1fmail ,s not delivered to street addr)
109 North
Initial return
Amended return
Henry
Room/su,te
109 North
Henry Street
Tax-exempt
status IXI 501(c)(3) I I 501(c) (
orq
Website: .... www.donors trust.
Form of organization
IPart
~
~!
J Trust
Alexndria
VA 22314
)"'" (insertno)
I I4947(a)(l)or I
r~
t=l;
~
Gross receipts
LJYes
LJYes
~::
527
H(c) Group exemption number ._
J Assoc,at,on J
J Other ....
IL Year of Formation
19 9 9
VA
! _S_.!?Ql'i_S_9_!3._P_R.9~~e_
_
WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH &_PRIVATE_INITIATIVES,
SOCIETY'S MOST__
PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE,_HEALTH, __
ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE.
ITT~ 2 Check this box .... D 1fthe orgarnza!Jon d1scon!Jnued,ts operations or disposed of
c!l
ISummary
c'Ii
6~
([o
535-3563
-----------'-,~c.c..:cc.:..,o_..c:..c.-----,~-=-=~=-==--===-a.~=-=:..::....:=-==c..=.c=,:=;,:-=.:;___....c....:..c:....,;;9"""'--...C....,
IXJ Corporation
Telephone number
(703)
VA 22314-2903
L. Ball
ZIP code+ 4
Whitney
52-2166327
I
Slate
Alexandria
Appilcallon pend,nf
Street
Terminated
Open to Public
Inspection
Theorgamzat,on
mayhaveto usea copyof this returnto satisfystatereportingrequirements.
Number of voting members of the governing body (Part VI, line 1a)
4 Number of independent voting members of the governing body (Part VI, line 1b)
5 Total number of 1nd1v1dualsemployed 1ncalendar year 2010 (Part V, line 2a)
6 Total number of volunteers (estimate 1f necessary)
7a Total unrelated business revenue from Part VIII, column (C), line 12
b Net unrelated business taxable income from Form 990-T, line 34
4
5
6
4
7
0
O.
7a
7b
Prior Year
8
9
10
11
12
13
14
15
Current Year
16,778,729.
620,820.
25,330.
4,220.
17,429,099.
12,641,403.
28,998,795.
420,789.
148,043.
442,174.
572,225.
29,567,627.
22,217,277.
ell
16a Professional fundra1smg fees (Part IX, column (A), line 11e)
18
19
2 ) ....
bll
~it 22
II
l!;lj\(i)IF)t~LUlr
ISiqnature
__
2,275,825.
25,065,327.
4,502,300.
Beginningof CurrentYear
IPart
1,400,796.
14,484,373.
2,944,726.
El
w~--
~5 20
,:
...c,, 21
22 9, 3 63.
End of Year
13,798,855.
17,864.
13,780,991.
18,409,511.
14,401.
18,395,110.
Block ~
I),
Sign
Here
~cer
I),
-,,.
l //f//fAf#(/7,~
,
Whitney
L.
Paid
Preparer
Use Only
//JV'
Date
I..,;'
President
BalllJ//
Preparer's signature
,.,_/\Pv
'J~/1
.A.
'ff /7 }UM
Check
Date
& CEO
LJ1f
PTIN
self-employed
Firm's name
..
Firm's address
.. -----------------------------+'--'Fi-"-rmc...'s'-'E;;;.;I_N_
-------------------.----------i
..
__________
Phone no
May the IRS discuss this return with the preparer shown above? (see mstruct1ons)
BAA For Paperwork Reduction Act Notice, see the separate instructions.
TEEAOl O1
D Yes O No
Form 990 (2010)
03/25111
9-/7
Donors
Trust,
Inc.
Page 2
52-2166327
_
_
_
No
No
501(c)(3)
the total
4a(Code:
)(Expenses$
22,652,383.
1nclud1nggrantsof $ 22,214,827.)(Revenue
$
0.)
_
OAF PROGRAM - A DONOR ADVISED FUND (OAF) PROGRAM ALLOWING OAF CONTRIBUTORS _1'Q_____
ADVISE GRANTS THAT_SUPPORT_CHARITIES
WHICH ALLEVIATE,
THROUGH EDUCATION, _________
_
RESEARCH AND PRIVATE INITIATIVES,
SOCIETY'S
MOST PERVASIVE AND RADICAL NEEDS,
_
INCLUDING THOSE RELATING TO- SOCIAL WELFARE,_ HEALTH,_ ENVIRONMENT1 ECONOMICS, _______
GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE;_AND WHICH ENCOURAGE ---------PRIVATE PHILANTHROPY AND INDIVIDUAL_ GIVING AND RESPONSIBILITY
AS AN ANSWER TO _____
_
_
SOCIETY'S
NEEDS, AS OPPOSED TO GOVERNMENTAL_INVOLVEMENT. _____________________
4b(Code:
)(Expenses$
163,949.
includ1nggrantsof $
2,500.)(Revenue
$
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.
0.)
A _____
-----------------------------------------------------------------
4c (Code:
) (Expenses $
487, 331. including grants of $
0.) (Revenue $
0.)
_
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 EDUCATION, IN PARTICULAR,_ ISSUES ____
_
OF PRODUCTIVITY,
EFFICIENCY,
ACCOUNTABILITY,
AND TRANSPARENCY. ________________
_
-----------------------------------------------------------------
TEEA0102
0 ) (Revenue $
10/06/10
39,936.)
Form 990 (2010)
Donors Trust,
Inc.
of Re uired Schedules
52-2166327
IParflV.' I Checklist
Page 3
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
.
.
.
.
..
Is the organization a section 501(c)(4), 501(c)(5), or 501 (c)(6) organization that receives membership dues,
assessments, or s1m1faramounts as defined m Revenue Procedure 98- 19? If 'Yes,' complete Schedule C, Part Ill
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to
provide advice on the distribution or investment of amounts 1nsuch funds or accounts? If 'Yes,' complete Schedule D,
Part I
Did the organization receive or hold a conservation easement, 1nclud1ngeasements 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, h1stoncal treasures, or other s1m1larassets? If 'Yes,'
complete Schedule D, Part Ill
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed 1nPart X;
or provide credit counseling, debt management, credit repair, or debt negot1at1onservices? If 'Yes,' complete
Schedule D, Part JV
x
x
4 Section 501(cX3) organizations. Did the organization engage 1nlobbying act1v1tles,or have a section 501 (h) election
5
7
8
10 Did the organization, directly or through a related organization, hold assets 1nterm, permanent, or quasi-endowments? If
10
a Did the organization report an amount for land, buildings and equipment 1nPart X, hne 1O? If 'Yes,' complete Schedule
D, Part VI
11 a
b Did the organization report an amount for investments- other secunt1es m Part X, line 12 that 1s5% or more of its total
assets reported 1nPart X, line 167 If 'Yes,' complete Schedule D, Part VII
11 b
c Did the organization report an amount for investments- program related m Part X, line 13 that 1s5% or more of ,ts total
assets reported m Part X, hne 16? If 'Yes,' complete Schedule D, Part VIII
11 c
d Did the organization report an amount for other assets m Part X, I1ne 15 that 1s5% or more of its total assets reported
m Part X, lme 16? If 'Yes,' complete Schedule D, Part IX
11 d
11 e
x
x
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's hab1htyfor uncertain tax positions under FIN 48 (ASC 740)7 If 'Yes,' complete Schedule D, Part X
11 f
11 If the organization's answer to any of the following questions 1s'Yes', then complete Schedule D, Parts VI, VII, VIII, IX,
or X as applicable.
12a Did the organization obtain separate, independent audited f1nanc1alstatements for the tax year? If 'Yes,' complete
Schedule D, Parts XI, XII, and Xlll
b Was the organization included m consolidated, independent audited f1nanc1alstatements for the tax year? If 'Yes,' and
if the organization answered 'No' to /me 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
12a
14a
x
x
x
14b
15
16
17
18
19 D,d the organization report more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If 'Yes,'
. .. .
. .
complete Schedule G, Part Ill
19
20 a Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H
20
x
x
13
Is the organization a school described m section 170(b)(l )(A)(11)? If 'Yes,' complete Schedule E
12b
13
14a Did the organization maintain an office, employees, or agents outside of the United States7
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1s1ng,
business, and program service act1v1t1es
outside the United States? If 'Yes,' complete Schedule F, Parts I and IV
15 Did the organization report on Part IX, column (A), hne 3, more than $5,000 of grants or assistance to any organ1zat1on
or entity located outside the United States? If 'Yes,' complete Schedule F, Parts II and IV
16 D,d the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to
md1v1dualslocated outside the United States? If 'Yes,' complete Schedule F, Parts Ill and IV
17 Did the organization report a total of more than $15,000 of expenses for professional fundra1s1ngservices on Part IX,
column (A), Imes 6 and 11e7 If 'Yes,' complete Schedule G, Part I (see instructions)
18 Did the organization report more than $15,000 total of fundra,s,ng event gross income and contributions on Part VIII,
Imes 1c and 8a? If 'Yes,' complete Schedule G, Part II
b If 'Yes' to fine 20a, did the organization attach ,ts audited financial statements to this return? Note. Some Form 990
filers that operate one or more hospitals must attach audited financial statements (see instructions)
BAA
TEEA0103
12121110
20b
Form 990 (2010)
',1
Donors
IP-art
IV:;. IChecklist
Trust,
52-2166327
Inc.
Page 4
21 Did 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
22 Did the organization report more than $5,000 of grants and other assistance to 1nd1v1duals
in the United States on Part
. .
.
IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts I and Ill.
22
No
23 Did the organization answer 'Yes' to Part VII, Section A, line 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
23
Schedule J
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last day of the year, and that was issued after December 31, 2002? If 'Yes,' answer Imes 24b through 24d and
complete Schedule K. If 'No, 'go to /me 25
24a
24b
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
1-2_4_c+---+--_2_4_d+---+---
25a
25b
26
b Is the organization aware that ,t engaged in an excess benefit transaction with a d1squahf1edperson in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 'Yes,' complete
Schedule L, Part I
...
..
26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
d1squahf1edperson outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part II
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an md1v1dual?If 'Yes,' complete
27
I]
28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, cond1t1ons,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
28c
29
30 Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qual1f1edconservation
contributions? If 'Yes,' complete Schedule M
31 Did the organization l1qu1date,terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I
30
31
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete
33
. .
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part I
34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts JI, Ill, IV, and V,
/me 7
..
35 Is any related organization a controlled entity w1th1nthe meaning of section 512(b)(13) 7
a Did the organization receive any payment from or engage in any transaction with a controlled entity
within the meaning of section 512(b)(l3)? If 'Yes,' complete Schedule R, Part V, /me 2
. .
36
28b
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV
29 Did the organization receive more than $25,000 1nnon-cash contributions? If 'Yes,' complete Schedule M
Schedule N, Part II
Oves
Section 501(cX3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If 'Yes,' complete Schedule R, Part V, /me 2
.. .
. .
x
x
x
x
32
33
34
35
x
x
~No
1-3_6-+---+-X-
37 Did the organization conduct more than 5% of ,ts act1v1tiesthrough an entity that 1snot a related organization and that ,s
treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI
1-37-+---+--X38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, Imes 11 and 19?
Note. All Form 990 filers are required to complete Schedule O
. .
. .
BAA
TEEA0104
12/21/10
38
Form 990 (2010)
..
Form 990 (2010)
Donors
IPart V I Statements
Trust,
52-2166327
Inc.
Page 5
No
Yes
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- 1f not applicable ..
b Enter the number of Forms W-2G included in line 1a. Enter -0- 1fnot applicable
.I
74
1 al
I 1 bl
--
c Did the organization comply with backup w1thhold1ngrules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
.
. .
.
. .
. . .
..
I I
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or w1th1nthe year covered by this return .
.__2:::...c.;.a.,__
__________
--
1c
__
1
2b
b If at least one 1sreported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a 1sgreater than 250, you may be required to e-flle. (see 1nstruct1ons)
3a Did the organization have unrelated business gross income of $1,000 or more during the year?
b If 'Yes' has 1tfiled a Form 990-T for this year? If 'No,' provide an explanation m Schedule O
_J
_J
3a
3b
4a
--
_J
-Sa
Sb
Sc
x
x
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible?
6a
b If 'Yes,' did the oraanizat1on include with every solic1tat1onan express statement that such contributions or gifts were
.
.
not tax deductible?
7 Organizations that may receive deductible contributions under section 170(c).
6b
..
--
a Did the organization receive a fayment 1nexcess of $75 made partly as a contnbut1on and partly for goods and
services provided to the payor.
. . .
.
.
.
.
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Form 8282?
...
d If 'Yes,' indicate the number of Forms 8282 filed during the year
e Did the organization receive any funds, directly or 1nd1rectly,to pay premiums on a personal benefit contract?
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
_J
--
_J
x
x
7c
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
Form 1098-C?
..
7e
7f
x
x
7g
7h
__
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business
holdings at any time dunng the year?
..
9 Sponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable d1stnbut1onsunder section 4966? .
b Did the organization make a d1stribut1onto a donor, donor advisor, or related person?
10 Section 501(c)(7) organizations. Enter:
a lnit1at1onfees and capital contributions included on Part VIII, line 12
1oal
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac1l1t1es
,__1_0_b.,__
_______
11 Section 501(c)(12) organizations. Enter:
11 a
a Gross income from members or shareholders
-7a
7b
g If the organization received a contnbut1on of qualified intellectual property, did the organization file Form 8899
as required? .
--
--
4a At any time during the calendar year, did the organization have an interest 1n,or a signature or other authority over, a
.
f1nanc1alaccount in a foreign country (such as a bank account, securities account, or other f1nanc1alaccount)?
b If 'Yes,' enter the name of the foreign country: .. ---------------------------;
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and F1nanc1alAccounts.
Sa Was the organization a party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that 1twas or 1sa party to a proh1b1tedtax shelter transaction?
c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T?
_J
__J
__
_J
x
x
9a
9b
--1
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.)
..
. .
..
'---'-1-'-1-=b-'----------t--ii--,.. 12a
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12bl
b If 'Yes,' enter the amount of tax-exempt interest received or accrued dunng the year
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
,___.,__ _______
--1 ___
_J
a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for add1t1onalinformation the organization must report on Schedule 0.
b Enter the amount of reserves the organization 1srequired to maintain by the states in
which the organization 1slicensed to issue qual1f1edhealth plans
c Enter the amount of reserves on hand
13c
14a Did the organization receive any payments for indoor tanning services during the tax year?
b If 'Yes,' has 1tfiled a Form 720 to report these payments? If 'No,' provide an explanation m Schedule O
BAA
TEEA0105
11130/10
13a
14a
x
14b
Form 990 (2010)
Trust,
Inc.
52-2166327
Page 6
Management and Disclosure For each 'Yes' response to fines 2 through lb below, and for
a 'No' response to /me Ba, Bb, or 70b below, describe the circumstances, processes, or changes m
Schedule 0. See instructions.
Donors
IPart VI IGovernance,
fxJ
3
4
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?
Did the organization make any s1gnif1cantchanges to its governing documents
since the prior Form 990 was filed?
..
3
4
5
6
Did the organization become aware during the year of a s1gnif1cantd1vers1onof the organization's assets?
Does the organization have members or stockholders?
5
6
No
X
X
X
X
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body?
. .
.
.
b Are any dec1s1onsof the governing body subJect to approval by members, stockholders, or other persons?
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following:
a The governing body?
Sb
Is there any officer, director or trustee, or key employee listed 1nPart VII, Section A, who cannot be reached at the
organization's ma1l1ngaddress? ff 'Yes,' provide the names and addresses m Schedule O
.
No
lOa
b If 'Yes,' does the organization have written policies and procedures governing the act1v1t1esof such chapters, aff1l1ates,
. .
and branches to ensure their operations are consistent with those of the organization?
11 a Has the organization provided a copy of this Form 990 to all members of its governing body before f1l1ngthe form?
b Describe in Schedule O the process, 1fany, used by the organization to review this Form 990.
12a Does the organization have a written conflict of interest policy? ff 'No,' go to fme 73
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
.
.
.
.
.
.
c Does the organization regularly and consistently monitor and enforce compliance with the policy? ff 'Yes,' descnbe m
Schedule O how this is done
.
.
.
13 Does the organization have a written wh1stleblower policy? .
14 Does the organization have a written document retention and destruction policy?
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparab1l1tydata, and contemporaneous substant1at1onof the del1berat1onand dec1s1on?
a The organization's CEO, Executive Director, or top management off1c1al
b Other officers of key employees of the organization
If 'Yes' to line 15a or l 5b, describe the process 1nSchedule 0. (See 1nstruct1ons.)
10b
11 a
12b
x
x
12c
13
14
X
X
15b
12a
,,
16a Did the organization invest in, contribute assets to, or part1c1pate1na 101ntventure or s1m1fararrangement with a
taxable entity during the year?
b If 'Yes,' has the organization adopted a written policy or procedure requinng the organization to evaluate its
part1c1pat1on,n Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements?
.
Section C. Disclosure
17 List the states with which a copy of this Form 990 ,s required to be filed _____________________________
18 Section 6104 requires an organ1zat1onto make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public
inspection. Indicate how you make these available. Check all that apply.
O Own website
19
20
O Another's website
IRJUpon request
Describe in Schedule O whether (and 1fso, how) the organization makes ,ts governing documents, conflict of interest policy, and financial
statements available to the public.
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
Trust _______
109 N Henry St, ___ Alexandria,
___ VA _ 22314-2903 ___
(703) 535-3563
Donors
BAA
'
Page 7
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons reqwred to be listed. Report compensation for the calendar year ending with or w1th1nthe
organization's tax year.
Check this box 1f neither the organization nor any related organization compensated any current officer, director, or trustee.
(E)
(A)
(B)
(C)
(D)
Name and title
Average
hours
per week
(describe
hours for
related
orgamza
lions 1n
Schedule
0)
_(1)
(2)
_ (3)
_ (4)
_(5)
_ (6)
_ (7)
Whitney
L Ball _______
President
& CEO
Kimberl_y_O Dennis _____
Chairman
James Piere son _______
Vice Chairman
Nathaniel
C. _ Moffat ___
Director
William
J. Hume ______
Director
Jeffrey
C. Zysik _____
CFO, Sec-Treas.
ALL MAY BE REACHED____
AT THE ORGANIZATION
~~
~
c- [
g
Q~
,r
"
"
0
::,
;,
..
"'
~
11
:t
;:,
Q
:,
;,;
ir
,..
""
Q.
40.00
11
._
...
:,.
-:'! ,,
:,
~:; :'i
~ ';) !C. :!!
-::,
(F)
Estimated
amount of other
compensation
from the
organ1zat1on
and related
orgarnzat1ons
Reportable
compensabon from
related o~amzat,ons
(W-2/1 9-MISC)
Reportable
compensation from
the orgamzat,on
(W2/1099-MISC)
o.
188,527.
16,538.
0.00
o.
0.
o.
0.00
0.
0.
o.
0.00
0.
0.
0.
0.00
0.
0.
0.
0.
0.
40.00
112,500.
0~------------------(11) ___________________
0~------------------0~------------------0~------------------0~------------------0~-------------------
on___________________
BAA
TEEA0107
12/21/10
Trust,
Inc.
Page 8
52-2166327
A. Officers, Directors, Trustees, Kev Employees, and Hiqhest Compensated Employees (cont)
(A)
(c)
(B)
""
2
en
~
CD
"tJ
~
CD
CD I
.,,
~g:
i'. Q3
CD CD n
0
(D)
(E)
(F)
Reportable
compensation from
the organization
(W-211099-MISC)
Reportable
compensation from
related o~arnzat1ons
(W 211 9-MISC)
Estimated
amount of other
compensation
from the
organization
and related
organ1zat1ons
"O
CD
CD
::,
~
a.
en
"'
(18) - - - - - - - - - - - - - - - - - - - - - - - (19) - - - - - - - - - - - - - - - - - - - - - - - (20) ------------------------
(~)
________________________
________________________
(~)
________________________
~)
(24) -----------------------(~)
________________________
o.
~
301,027.
16,538.
~
c Total from continuation sheets to Part VII, Section A
..
~
d Total (add lines lb and le)
301,027.
16,538.
2 Total number of 1nd1v1duals(including but not limited to those listed above) who received more than $100,000 1nreportable compensation
~ 2
from the organization
No
1 b Sub-total .
o.
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee
on line la? If 'Yes,' complete Schedule J for such ,nd1v1dual
For any ind1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for
such individual
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or 1nd1v1dual
for services rendered to the organization? If 'Yes,' complete Schedule J for such person
'r,''.lt ~ ~:
Complete this table for your five highest compensated independent contractors that received more than $100,000 of
.
comoensa t ion f rom t he oraarnzat1on.
(A)
Name and business address
Richard
Ted
Lynn
Vedder
7464 Ridgeview
Frank
Tillotson
Pinker
Circle
OH
Athens
VA
TX
45701
Research,
22201
75201
and administration
Legal
services
Leqal
services
writing,
BAA
150,000.
speaking,
2 Total number of independent contractors (including but not l1m1tedto those listed above) who received more than
$100,000 1ncompensation from the organization
(C)
Compensation
(B)
Description of services
180,000.
155,000.
.-~.,"---~
':. :{<,.-'."!:(:
-t~
l
TEEA0108
12121/10
~,
"r<1\,i,
__ ,.,, ....
",6.
,#
Donors Trust,
Inc.
Part VIII I Statement of Revenue
52-2166327
(A)
Total revenue
1a
!!!en
z I<Cz
a:::::,
Federated campaigns
1b
d Related organizations
1d
e Government
grants(contributions)
1e
f Allothercontributions,
gifts, grants,and
s1m1lar
amountsnot includedabove
1f
CJ O
u,:
iiii
j::
a:
IQ
:z:
::,LI.I
a:b
I- c
z: z
8<
...
z...
i:i
a:
...
(D)
Revenue
excluded from tax
under sections
512, 513, or 514
(C)
Unrelated
business
revenue
1a
b Membership dues
t::
a :5
(B)
Related or
exempt
func!Jon
revenue
Page 9
1c
28,998,795.
2,122,964.
~
28,998,795.
Business Code
::::,
2a
b
c
>
VI
ffi
:E
<C
Administration
services
-----------------Subscr!Ptions
- NPS ___
Leg_al fee
recover_y ____
CJ
a:
"-
a:
0
380,753.
100.
39,936.
561000
511120
541100
380,753.
100.
39,936.
o.
o.
420,789.
80,800.
Royalties
(1) Real
o.
0.
(11)Personal
80,800.
-~-J
Ga Gross Rents
(11)Other
2,976,432.
b Lesscostor otherbasis
andsalesexpenses
c Gain or (loss)
2,909,189.
67,243.
67,243.
...
0.
0.
revenue
7 a Grossamountfrom salesof
assetsotherthan inventory
o.
0.
0.
o.
67,243.
::::,
...
z
i:i
a:
a:
:z:
0
...
I-
a
b
Business Code
11 a
----------------------------------c
-----------------d All other revenue
b
BAA
29,567,627.
TEEA0109
10/11/10
420,789.
o.
148,043.
Form 990 (2010)
Donors
Trust,
52-2166327
Inc.
Page 10
Expenses
a Printi~g_
& _p;:oduction
_____
b Postage
&_delivery
_______
c Tele_phone ______________
d Utilities._
_____________
e Dues...1_ member sh~~_ & subs __
f All other expenses
..
25 Total functionalexpenses.Addlines1 through24f
26 Joint costs. Check here ...
1f following
(A)
Total expenses
(B)
Program service
expenses
22,217,277.
22,217,277.
(D)
Fundra1s1ng
expenses
(C)
Management and
general expenses
I
I
lI
317,564.
202,785.
27,128.
87, 651.
254, 661.
179,257.
35,268.
40,136.
378,501.
34,583.
378,501.
20,244.
14,339.
16,204.
1,366,753.
40,663.
18,285.
5,810.
15,954.
1,335,420.
3,685.
15,675.
5,759.
52,930.
111,896.
37,087.
97,108.
6, 161.
7, 801.
3,196.
5,683.
2,237.
909.
373.
9,536.
32, 723.
5,419.
3,912.
173,223.
14,390.
25,065,327.
9,030.
31,278.
4,027.
2,739.
170,199.
14,087.
24,748,032.
562.
541.
456.
204.
118.
87,932.
o.
o.
0.
250.
0.
o.
1,603.
20.
o.
o.
0.
31,333.
36,978.
1,007.
31.
9,682.
14,788.
1,209.
586.
506.
883.
851.
717.
2,820.
185.
229,363.
BM
TEEAOllO
12/21110
Donors
Trust,
Inc.
52-2166327
Page 11
4
5
6
s
s
E
T
L
I
A
B
I
L
I
T
I
E
7
8
9
22
23
24
26
N
E
T
s
s
E
T
27
28
29
0
R
N
D
B
A
L
A
N
c
E
s
30
31
32
33
34
1
2
12,046,509.
..
. .
15,309,010.
73,165.
..
..
I
6
7
8
9
37,455.
1,638,027.
..
3,699.
13,798,855.
17,864.
BAA
10c
11
12
13
14
15
16
17
18
19
20
21
36,632.
2,979,850.
16,199.
18, 409, 511.
14,401.
I
22
17,864.
23
24
25
26
27
28
29
14,401.
18,395,110.
I
I
...
I
5
67,820.
_)
75,958.
39,326.
--
Receivables from current and former officers, directors, trustees, key employees,
and highest compensated employees. Complete Part II of Schedule L . .
Receivables from other d1squalif1edpersons (as defined under section 4958(f)(l)),
persons described 1nsection 4958(c)(3)(8), and contributing employers and
sponsoring organizations of section 501(c)(9) voluntary employees' benef1c1ary
organizations (see instructions)
. . ..
Notes and loans receivable, net
. .
...
Inventories for sale or use ..
. .
...
Prepaid expenses and deferred charges
25
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net
(B)
End of year
30
31
32
33
34
18,395,110.
18,409,511.
Form 990 (2010)
TEEAOl 11
12/21110
52-2166327
Donors Trust,
Inc.
Part XI I Reconciliation of Net Assets
Form990(2010)
Page 12
1
2
3
4
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line 25)
..
Revenue less expenses. Subtract line 2 from line 1 .
..
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
5 Other changes in net assets or fund balances (explain in Schedule 0)
..
6 Net assets or fund balances at end of year. Combine Imes 3, 4, and 5 (must equal Part X, line 33,
column (8))
29,567,627.
25,065,327.
4,502,300.
13, 780, 991.
111,819.
18,395,110.
1
2
3
4
.n
Cash
~ Accrual
Yes No
O Other
If the organization changed its method of accounting from a pnor year or checked 'Other,' explain
in Schedule 0.
2a Were the organization's financial statements compiled or reviewed by an independent accountant?
b Were the organization's financial statements audited by an independent accountant7
c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b1l1ty
for oversight of the audit,
.
review, or comp1lat1onof its f1nanc1alstatements and selection of an independent accountant7
If the organization changed either its oversight process or selection process during the tax year, explain
in Schedule 0.
2a
2b
2c
d If 'Yes' to line 2a or 2b, check a box below to 1nd1catewhether the f1nanc1alstatements for the year were issued on a
separate basis, consolidated basis, or both:
Separate basis
~ Consolidated basis
Both consolidated and separate bas,s
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in 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, explain why in Schedule O and describe any steps taken to undergo such audits
BAA
TEEAOl12
12/21/10
3a
3b
Form 990 (2010)
OMB No 1545-0047
SCHEDULE A
2010
Open to Public
Inspection
Donors Trust,
Inc.
52-2166327
Part I IReason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization 1snot a private foundation because 1t 1s: (For lines 1 through 11, check only one box.)
1
2
3
4
O
0
5
6
7
IRJ
0
0
8
9
10
11
(ii)EIN
(iv) Is the
(v) Did you notify
organization in
the organization 1n
column (i) listed 1n
column (i) of
your governing
your support>
documenl7
Yes
No
Yes
No
(vi) Is the
orgarnzat1onin
column (i)
organized 1nthe
US'
Yes
No
(A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions for Fonn 990 or 990-EZ.
-
TEEA0401
12123/10
Donors Trust,
Inc.
52-2166327
Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
ScheduleA(Form990or990-EZ)2010
IPart II ISupport
Page 2
(Complete only 1fyou checked the box on line 5, 7, or 8 of Part I or 1fthe organization failed to qualify under Part Ill. If the
organization fails to qualify under the tests listed below, please complete Part Ill.)
Sec1on
f
A Pu bl"IC SUDDOrt
Calendar year (or fiscal year
(a) 2006
beginning in) ,..
1 Gifts, grants, contributions, and
membershlP.fees received. ro
not include 'unusual grants.' .
4,866,975.
2 Tax revenues levied for the
organization's benefit and
either paid to 1tor expended
on its behalf
3 The value of services or
fac11it1es
furnished by a
governmental unit to the
organization without charge
4 Total. Add Imes 1 through 3
4,866,975.
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f)
6
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
12,188,446.
16,778,729.
28,998,795.
73,466,986.
12,188,446.
16,778,729.
28,998,795.
73,466,986.
12,388,272.
Sfec1on BTtlS
oa
61,078,714.
UDDOrt
(a) 2006
4,866,975.
111,
(b) 2007
12,188,446.
726.
271,453.
(c) 2008
(d) 2009
284,903.
70,330.
(e) 2010
(f) Total
73,466,986.
28,998,795.
819.212.
80,800.
74,286,198.
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
Public support percentage for 2010 (line 6, column (f) d1v1dedby line 11, column (f))
Public support percentage from 2009 Schedule A, Part II, line 14
14
15
82. 22 %
78. 89 %
ivl
16a 33-1/3% support test - 2010. 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 qual1f1esas a publicly supported organization . .
.
.
. ._ ~
b 33-1/3% support test - 2009. 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 .
.
. .
. .
.
._
17 a 10%-facts-and-circumstances test - 201O. If the organization did not check a box on line 13, 16a, or 16b, and line 14 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
._
b 10%-facts-and-circumstances test - 2009. If the organization did not check a box on line 13, 16a, 16b, 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 m Part 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 instructions
._
._
BAA
D
D
TEEA0402
1212311
0
Schedule
52-2166327
Page 3
(Complete only 1fyou checked the box on line 9 of Part I or 1f the organization failed to qualify under Part II. If the organization fails
to qualify under the tests listed below, please complete Part II )
s ec1on
f
A
Pu bl"IC Suppo rt
sec1on
f
(a) 2006
(b) 2007
(c)2008
(d) 2009
(e) 2010
(f) Total
--
BT oat IS UDDOrt
(c) 2008
(d) 2009
(e) 2010
Calendaryear(or fiscal yr beginningin)~
(a) 2006
(b) 2007
9 Amounts from line 6
10a Gross income from interest,
d1v1dends,payments received
on securities loans, rents,
royalties and income from
s1m1larsources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add Imes 1Oa and 1Ob
11 Netincomefromunrelated
business
activ1t1es
notincludedin line lOb,
whetheror notthebusiness1s
regularlyearnedon
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain ,n
Part IV.)
.
13 Total support. (AddIns9, 10c,11,and 12)
14 First five years. If the Form 990 ,s for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here
..
.
(f) Total
...0
art Percenta e
Public support percentage for 2010 (line 8, column (f) d1v1dedby line 13, column (f))
Public support percentage from 2009 Schedule A, Part Ill, line 15
%
%
15
16
TEEA0403
12129110
%
%
.,.
.,.
.,.
ScheduleA(Form990or990-EZ)2010
Donors
Trust,
Inc.
52-2166327
Page4
i[P.a'allVJI!
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
Part II, line 17a or 17b; and Part Ill, line 12. Also complete this part for any additional information.
(See instructions).
BAA
09/08/10
OMB No 1545-0047
SCHEDULED
(Form 990)
Donors
Trust,
2010
Inc.
52-2166327
Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.
i'.lilr..tltI
Organizations
110.
26,779,784.
22,172,327.
15,022,248.
Did the organization inform all donors and donor advisors m writing that the assets held 1ndonor advised
funds are the organization's property, subject to the organization's exclusive legal control?
IR]Yes
6 Did the organization inform all grantees, donors, and donor advisors m writing that grant funds can 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?
!Jia"a1111l
Conservation
1
rv,
Yes
D No
Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
d Number of conservation easements included m (c) acquired after 8/17/06, and not on a historic
2d
structure listed 1nthe National Register
3 Number of conservation easements mod1f1ed,transferred, released, ext1ngwshed, or terminated by the organization during the
tax year ... _____
_
5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of v1olat1ons,
6
D Yes
No
D Yes
No
...
7 Amount of expenses incurred 1nmonitoring, inspecting, and enforcing conservation easements during the year
... $_______
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(8)(1) and section 170(h)(4)(8)(11)?
9
In Part XIV, descr1be how the organization reports conservation easements m its revenue and expense statement, and balance sheet, and
include, 1f applicable, the text of the footnote to the organization's f1nanc1alstatements that descr1bes the organization's accounting for
conservation easements
!Jiir.tll.!.lll
Organizations
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report m its revenue statement and balance sheet works of
art, historical treasures, or other s1m1larassets held for public exh1b1t1on,education, or research m furtherance of public service, provide,
1nPart XIV, the text of the footnote to its financial statements that describes these ,terns.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report m its revenue statement and balance sheet works of art,
historical treasures, or other s1m1larassets held for public exh1b1t1on,education, or research m furtherance of public service, provide the
following amounts relating to these items:
(i) Revenues included m Form 990, Part VIII, line 1 .
. ...$_______
_
(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 (ASC 958) relating to these items:
a Revenues included m Form 990, Part VIII, line 1
b Assets included m Form 990, Part X
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3301 11/15/10
Schedule D (Form 990) 2010
2
ScheduleD(Form990)2010
Donors Trust,
Inc.
52-2166327
Page2
Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acqu1s1t1on,accession, and other records, check any of the following that are a s1gnif1cantuse of its collection
d
Loan or exchange programs
Public exh1b1t1on
Scholarly research
e
Other
c
Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part XIV.
a
b
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
Yes
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
No
Part IV Escrow and Custodial Arrangements. Complete if organization 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?
b If 'Yes,' explain the arrangement 1nPart XIV and complete the following table:
0Yes
Amount
c Beginning balance
1c
1d
1e
1f
. 0Yes
I Part VI Endowment Funds. Complete if the orqanization answered 'Yes' to Form 990, Part IV, line 10.
(a) Currentyear
1 a Beginning of year balance
b Contributions
12,051,906.
28,817,945.
(c) Twoyearsback
(b) Prioryear
8,939,680.
16,592,079.
324,215.
and losses
249,299.
d Grants or scholarships
22,172,327.
12,641,403.
e Other expenditures for fac1ht1es
and programs
1,912,824.
976,327.
f Adm1nistrat1ve expenses
349,223.
186,338.
g End of year balance
16,684,776.
12,051,906.
2 Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment ...
100. 00 %
b Permanent endowment ...
0 . 00 %
c Term endowment ...
0. 00 %
( d) Threeyearsback
I
I
-472,097.
9,366,969.
lI
I
1,103,256.
115, 399.
8,939,680.
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:
(i) unrelated organizations
(ii) related organizations
b If 'Yes' to 3a(11),are the related organizations listed as required on Schedule R? .
4 Describe 1nPart XIV the intended uses of the organization's endowment funds
IPart VI I Land,
(e) Fouryearsback
9,448,610.
10,548,791.
Yes
3a(i)
3a(ii)
3b
No
x
x
Description of investment
1 a Land
b Buildings
. .
..
..
18,695.
c Leasehold improvements
d Equipment
57,263.
e Other
Total. Add lines la through le (Column (d) must equal Form 990, Part X, column (8), fme TO(c).)
BAA
(c) Accumulated
deprec1at1on
4,089.
35,237.
14,606.
22,026.
..
36,632.
TEEA3302
12/20/10
IPart VII
Donors
I Investments-Other
Trust,
52-2166327
Inc.
Page 3
---------------------W __________________________
~)
~)
__________________________
__________________________
iD) __________________________
<~-------------------------JF}
__________________________
~)
__________________________
~>-------------------------~--------------------------
....
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. {Column{b) musteaua/Form990.PartX column(8) /me13)
....
(a) Description
(1)
(2)
(3)
(4)
(5)
(6)
(1)
(8)
(9)
(10)
..
Total. (Column (b) must equal Form 990, Part X, column(B), /me 15)
....
(b) Amount
(4)
(5)
(6)
(1)
(8)
(9)
(10)
(11)
....
Total. (Column(b) mustequalForm990,PartX, column(8) /me25)
2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's f1nanc1alstatements that reports the
organization's ilab1hty for uncertain tax positions under FIN 48 (ASC 740).
BAA
TEEA3303
12120110
Donors
Trust,
Inc.
52-2166327
Page 4
..
. .
6 Investment expenses
7
. .
...
..
.. .
...
. .
..
Excess or (def1c1t)for the year per audited f1nanc1alstatements. Combine Imes 3 and 9
5,000.
0.
111, 819.
4,614,119.
....
Total revenue, gams, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
..
. .
..
2a
..
5,000.
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investments expenses not included on Form 990, Part VIII, lme 7b
4a
4b
..
439,936.
439,936.
29,567,627.
4c
5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, /me 72.)
..
2e
Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe in Part XIV.)
...
..
c Add lines 4a and 4b
..
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, /me 78.)
Amounts included on line 1 but not on Form 990, Part IX, line 25:
...
a Donated services and use of fac1l1t1es
b Prior year adjustments
c Other losses
d Other (Describe in Part XIV)
e Add lines 2a through 2d
3
4
111, 819.
29,127,691.
2c
2d
1
2
2e
106,819.
29,239,510.
2b
4a
4b
24,625,391.
4c
439,936.
25,065,327.
439,936.
5
Information
Complete this part to provide the descriptions required for Part II, Imes 3, 5, and 9; Part Ill, Imes la and 4; Part IV, Imes lb and 2b;
Part V, line 4; Part X, line 2, Part XI, line 8; Part XII, Imes 2d and 4b, and Part XIII, Imes 2d and 4b. Also complete this part to provide
any add1t1onal 1nformat1on.
Pt XI_Line_8
____
Recover_y _of
l~}l-1
Pt XII
Line
2d ___ Prior
_p~riod_audit
Pt XII
Line
recover~
Pt XII
Line
4b ___ reduction
for
Pt XII
Line
4b ___ Contribution_treated
Pt XII
Line
4b ___ not
tax
fees
treated
adiustrnent
treated
book pugH:>ses
_______________________________
_
and expense
___ _
for
book
but ___________
ElH~poses _________________________________________
Line
4b __ Le_gal fee
recover~
treated
Pt XI II
BAA
Line
4b
for
purposes
book
TEEA3304
---------------------------------
intra-Or_ganization
Pt XIII
reduction
for
as revenue_for_tax_:e_ur:eoses
book _pu:g,oses
as
as_expense_reduction
as_revenue_for_tax_:e_ur:eoses
02/11111
_
and expense
___ _
. l~BT.-dl~L'Y'I!
Supplemental
Donors Trust,
Inc .
Information (continued)
52-2166327
Pt XIII
Line
4b __ Granted
treated
Pt XIII
Line
4b __ not
e_ur_poses _________________________________________
BAA
tax
as intra-Or_ganization_for_book
TEEA3305
07/16110
but _______________
Page 5
_
_
SCHEDULE I
OMB No 1545-0047
(Form 990)
2010
Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 21 or 22.
Attatch to Form 990.
Donor_s_Tr_u_stL _Inc.
~BUii General Information on Grants and Assistance
52-2166327
Does the organization ma1nta1nrecords to substantiate the amount of the grants or assistance, the grantees' el1g1b11!ty
for the grants or assistance, and
the selection cntena used to award the grants or assistance?
2
. ~Yes
0No
Describe 1nPart IV the orqanizat1on's procedures for monitonnq the use of qrant funds 1nthe United States.
lliaiitlllll
Grants
and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000.
Part II can be duplicated if additional space is needed ____
-_
_._
__._ _.__
(b)EIN
or government
e~s
(g) Description of
non-cash assistance
J~-----------------J~ ------------------
J~-----------------J~-----------------J~
------------------
J72._________________
J~-----------------2 Enter total number of section 501 (c)(3) and government organizations
3 Enter total number of other organizations
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
~
~
TEEA3901
10/29/10
338
0
in
the U S
(c)
IRC
Section 1f
Applicable
27-1636436
501(c)(3)
Accuracy m Media
4455 Connecbcut Avenue NW, Suite 330
Washmaton, DC 20008
23-7135837
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$100,000.00
NIA
Cash
NIA
501(c)(3)
$100 00
NIA
Cash
NIA
13-3846431
501(c)(3)
$2,500 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$150 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$250 00
NIA
Cash
NIA
Acton lnsbtute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$250 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(clf3l
$500 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$500 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$1,000 00
NIA
Cash
NIA
Acton lnsbtute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
5011c)l3)
$1,000 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
5011clC3)
$1,500 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$1,700 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
2'
(b)
EIN
(c)
IRC
Section if
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
(g)
(h)
Purpose of
Grant or
Assistance
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$2,000 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$2,000 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids, Ml 49503
38-2926822
501(cl(3l
$5,000 00
NIA
Cash
NIA
Acton Institute
161 Ottawa NW, Suite 301
Grand Rao1ds, Ml 49503
38-2926822
501(c)(3)
$5,000 00
NIA
Cash
NIA
30-0162292
501(cl(3l
$15,000 00
NIA
Cash
NIA
AIDG
PO Box 104
Weston, MA 02493
68-0589005
501(cH3l
$5,000 00
NIA
Cash
NIA
26-1689695
501Ccl(3l
$10,000 00
NIA
Cash
NIA
26-1689695
501(c)(3)
$13,000 00
NIA
Cash
NIA
13-1782483
50Hc)(3)
$4,000 00
NIA
Cash
NIA
54-1660459
501(c)(3)
$250 00
NIA
Cash
NIA
68-0400757
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-2111508
501(c)l3)
$500 00
NIA
Cash
NIA
Donors
Trust,
Inc.
Sch I, Grants
3'
52-2166327
to Organizations
and lndv1duals
in the U S.
and Address
Organization
of
{b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
(e)
of
Amount
Cash Grant
Non-Cash
Applicable
Assistance
(g)
(f)
of
Method
Valuation
of
(book,
appraisal,
Descnpt1on
FMV,
(h)
of
Purpose
of
Non-Cash
Grant
Assistance
Assistance
or
other)
Alliance for the Separation of School & State,
Inc
1071 North Fulton Ave.
Fresno, CA 93728
77-0539599
501(c)(3l
$250 00
NIA
Cash
NIA
42-1542666
501(c){3)
$2,000 00
NIA
Cash
NIA
42-1542666
501(cl13l
$2,000 00
NIA
Cash
NIA
42-1542666
501(c)(3l
$2,500 00
NIA
Cash
NIA
rv.
42-1542666
501(c)(3)
$3,000 00
NIA
Cash
NIA"
for 11eneralooerat1ons
52-2004697
501(c)(3)
$100 00
NIA
Cash
NIA
52-1870003
5011clC3l
$1,000 00
NIA
Cash
NIA
13-2911127
501(c)(3)
$99,017 24
NIA
Cash
NIA
53-0218495
501(cll3l
$250 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$500 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$500 00
NIA
Cash
NIA
for 11eneraloaerabons
53-0218495
501(c)(3)
$1,000 00
NIA
Cash
NIA
rv.
Scheclule
4'
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
53-0218495
501(cl(3)
$1,500 00
NIA
Cash
N/A
53-0218495
501(c)(3)
$5,000 00
NIA
Cash
NIA
53-0218495
501(cl(3)
$5,000 00
NIA
Cash
N/A
53-0218495
501(cH3l
$5,000 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$5,000 00
NIA
Cash
N/A
54-1899539
501(cl(3)
$10,000 00
NIA
Cash
N/A
13-5613797
50HclC3)
$250 00
NIA
Cash
NIA
76-0452407
501(c)(3)
$10,000 00
NIA
Cash
N/A
52-0140979
501(c)(3)
$25,000 00
NIA
Cash
NIA
American MaJority
PO Box 87
Purcellville, VA 20134
26-1501154
501fcl(3)
$49,500 00
NIA
Cash
N/A
501fc)(3)
$1,000 00
NIA
Cash
NIA
501Cc)(3)
$5,000 00
N/A
Cash
N/A
23-7002632
Schedule l(Form-990
oi 990-EZ) 2010
Donors
Trust,
Sch I, Grants
Inc.
5'
52-2166327
to Organizations
and lndv1duals
1n the
U S.
(a)
Name and Address
Organization
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(f)
(e)
Amount
of
Cash Grant
Non-Cash
Assistance
Applicable
of
Method
Valuation
(g)
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
23-7002632
501(c)(3)
$5,000 00
NIA
Cash
NIA
51-0232804
501(c)(3)
$5,000 00
NIA
Cash
NIA
American University
4400 Massachusettes Avenue, NW
Washington, DC 20016-8143
53-0196549
501(c)(3)
$100 00
NIA
Cash
NIA
52-1527294
501Ccl(3l
$1,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$20,000 00
NIA
Cash
NIA
52-1527294
501Ccl(3l
$46,911 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1527294
5011c)l3l
$100,000 00
NIA
Cash
NIA
52-1527294
501<cl<3)
$300,000 00
NIA
Cash
NIA
52-1527294
5011c)l3)
$500,000 00
NIA
Cash
NIA
Schedule
2010
6'
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1527294
501(c)(3)
$580,000 00
NIA
Cash
NIA
52-1527294
501Ccl(3l
$1,500,000 00
NIA
Cash
NIA
52-1527294
501(c\(3l
$4,500,000 00
NIA
Cash
NIA
52-1400492
501(c)(3)
$7,500 00
NIA
Cash
NIA
52-1400492
501(c)(3)
$15,000 00
NIA
Cash
NIA
52-1400492
501(c)(3)
$25,000 00
NIA
Cash
NIA
52-1400492
501(c\(3)
$40,000 00
NIA
Cash
NIA
22-3947727
501(c\(3)
$5,000 00
NIA
Cash
NIA
22-3947727
501(c)(3)
$1,000 00
NIA
Cash
NIA
41-0693842
501fcl(3)
$250 00
NIA
Cash
NIA
Arch Foundation
217 Candler Hall
Athens, GA 30602
20-2779492
501(c)(3\
$1,000 00
NIA
Cash
NIA
86-6031135
501Cc\(3)
$1,000 00
NIA
Cash
NIA
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Donors
Trust,
Sch I, Grants
Inc
7'
52-2166327
to Organizations
and lndv1duals
in the
U S.
and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
Cash
Amount
Grant
Non-Cash
Applicable
Assistance
(g)
(f)
(e)
of
of
Method
Valuation
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
Grant
of
or
Assistance
other)
Asbury Foundation
201 Russell Avenue
Gaithersbura, MD 20877
52-1862674
501(c)(3)
$100 00
NIA
Cash
NIA
34-0714626
501(c)(3)
$10,000 00
NIA
Cash
NIA
33-0623003
501(cU3\
$800 00
NIA
Cash
N/A
94-2763845
5011cll3\
$1,000 00
NIA
Cash
NIA
94-2763845
5011cll3)
$1,250 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$2,500 00
NIA
Cash
NIA
94-2763845
5011cl(3l
$2,500 00
NIA
Cash
NIA
94-2763845
5011cll3)
$5,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
94-2763845
5011c\C3l
$6,500 00
NIA
Cash
NIA
94-2763845
5011cll3l
$15,000 00
NIA
Cash
NIA
74-1613878
5011cll3)
$5,000 00
NIA
Cash
NIA
Schedule
(a)
(b)
EIN
74-1613878
(c)
IRC
Section if
Applicable
501(c)(3)
(d)
Amount of
Cash Grant
$5,000 00
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
NIA
Cash
NIA
Purpose of
Grant or
Assistance
Baylor University
PO Box 1097
Independence, MO 64051-0597
74-1159753
501(cll3l
$60,000 00
NIA
Cash
NIA
20-1808567
501(c)(3l
$7,500 00
NIA
Cash
NIA
20-1808567
501(c)(3)
$25,000 00
NIA
Cash
NIA
52-1858532
501(c)(3)
$1,000 00
NIA
Cash
NIA
31-0536663
501(cll3l
$1,000 00
NIA
Cash
NIA
48-0891418
501(c)(3l
$100 00
NIA
Cash
NIA
48-0891418
501(c)(3)
$1,000 00
NIA
Cash
NIA
48-0891418
501(c)(3)
$5,000 00
NIA
Cash
NIA
8111
of Rights Institute
200 N Glebe Road, Suite 200
Arlington, VA 22203
48-0891418
50Hcl(3)
$5,000 00
NIA
Cash
NIA
48-0891418
501(c)(3)
$7,500 00
NIA
Cash
NIA
82-6010706
501(c)(3)
$15,000 00
NIA
Cash
NIA
9'
Boston College
200 McGulnn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill, MA 02467
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
NIA
Cash
NIA
NIA
Cash
NIA
$500 00
NIA
Cash
NIA
501(c)(3)
$250 00
NIA
Cash
NIA
22-1576300
5011cll3l
$300 00
NIA
Cash
NIA
14-1825626
501(c)l3J
$75,000 00
NIA
Cash
NIA
14-1825626
501Ccll3l
$100,000 00
NIA
Cash
NIA
05-0258809
501(c)(3)
$25,000 00
NIA
Cash
NIA
04-2103545
501(cll3l
$25,000 00
NIA
Boston College
200 McGulnn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill, MA 02467
04-2103545
501(c)(3)
$40,000 00
NIA
Boston College
200 McGuinn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill, MA 02467
04-2103545
501Ccll3)
$50.000 00
Bowdoin College
4101 College Stauon
Brunswick, ME 040118432
01-0215213
501(c)(3)
22-1576300
Cash
05-0258809
501(c)(3)
$50,000 00
NIA
Cash
NIA
22-1576300
501(c)(3)
$100 00
NIA
Cash
NIA
C S. Lewis Institute
8001 Braddock Road, Suite 300
Sprini:ifield, VA 22151
54-1802015
501(c)(3)
$1,000 00
NIA
Cash
NIA
Donors
Trust,
Inc.
Sch I, Grants
52-2166327
to Organizations
10'
and lndv1duals
in the U.S
and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
(f)
(e)
of
Amount
Cash Grant
Non-Cash
Applicable
Assistance
of
Method
Valuation
(g)
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
95-4088128
501CclC3)
$1,000 00
NIA
Cash
NIA
94-2581509
501Ccl(3l
$5,000 00
NIA
Cash
NIA
Camb1andoVidas
245 Mt Herman Road, PBM 312
Scotts Vallev, CA 95066
73-1668982
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1289734
501lcl(3)
$500 00
NIA
Cash
NIA
52-1289734
501(c)(3)
$3,000 00
NIA
Cash
NIA
52-1289734
501(c)(3)
$3,500 00
NIA
Cash
NIA
52-1289734
501Ccl(3l
$5,000 00
NIA
Cash
NIA
41-1944601
501(c)(3)
$250 00
NIA
Cash
NIA
for 11eneralooerat1ons
53-0196523
501(c)(3)
$100 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(clC3l
$200 OD
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501Cc)(3l
$250 00
NIA
Cash
NIA
Cato lnst1lute
1000 Massachusetts Avenue, NW
Washinaton, DC 20001-5403
23-7432162
501(c)(3l
$250 00
NIA
Cash
NIA
Schedule
2010
11
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Cato Institute
1000 Massachusetts Avenue, NW
Washlnoton, DC 20001-5403
23-7432162
501(c)(3)
$250 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washinoton, DC 20001-5403
23-7432162
501(c)(3)
$500 00
NIA
Cash
N/A
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
5011cll3)
$500 00
N/A
Cash
N/A
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3l
$500 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
WashinQton, DC 20001-5403
23-7432162
501(c)(3)
$500 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
5011cl(3l
$2,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washinaton, DC 20001-5403
23-7432162
501(c)(3)
$3,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washmoton, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(cl(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
5011cll3l
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
Donors
Trust,
Sch I, Grants
Inc
12'
52-2166327
to Organizations
and lndv1duals
1n the U.S
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
if
(e)
of
Amount
Cash Grant
Non-Cash
Assistance
Applicable
(f)
of
Method
Valuation
(g)
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
Cato Institute
1000 Massachusetts Avenue, NW
Washinaton, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
WashinAton, DC 20001-5403
23-7432162
501(c)(3l
$8,333 00
NIA
Cash
NIA
86-0618922
501(c)(3)
$35,000 00
NIA
Cash
NIA
20-3676886
501(c)(3)
$5,000 00
NIA
Cash
NIA
20-3676886
5011c)(3)
$10,000 00
NIA
Cash
NIA
20-3676886
501(c)(3)
$12,500 00
NIA
Cash
NIA
52-1601976
501(c)(3)
$200 00
NIA
Cash
NIA
52-1601976
5011c)(3)
$2,500 00
NIA
Cash
NIA
20-4036946
501lc)(3l
$1,500 00
NIA
Cash
NIA
54-1657505
501(c)(3)
$2,000 00
NIA
Cash
NIA
54-0536100
501(c)(3)
$601 00
NIA
Cash
NIA
36-3357006
501(c)(3)
$500 00
NIA
Cash
NIA
Schedule
2010
Donors
Trust,
Sch I, Grants
Inc.
52-2166327
to Organizations
13'
and lndv1duals
in the U.S.
(a)
Name
and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
if
Cash
(f)
(e)
of
Amount
Grant
Non-Cash
Assistance
Applicable
of
Method
Valuation
(book,
appraisal,
(h)
(g)
of
Description
FMV,
of
Non-Cash
Assistance
Purpose
Grant
of
or
Assistance
other)
501Ccl(3l
$1,200 00
NIA
Cash
NIA
43-1243999
501(c)(3l
$280 00
NIA
Cash
NIA
43-1243999
501CcH3l
$360 00
NIA
Cash
NIA
75-1520307
501(cl(3l
$1,000 00
NIA
Cash
NIA
54-0701501
501(c)(3)
$10,000 00
NIA
Cash
NIA
04-2103997
501(c)(3)
$15,000 00
NIA
Cash
NIA
41-1916724
501lclC3l
$250 00
NIA
Cash
NIA
04-2791264
501(c)(3)
$6,000 00
NIA
Cash
NIA
364253176
501(c)(3)
$5,000 00
NIA
Cash
NIA
54-1672138
501lcH3l
$5,000 00
NIA
Cash
NIA
54-1672138
501Ccl(3l
$15,000 00
NIA
Cash
NIA
Claremont Institute
937 West Foothill Blvd, Suite E
Claremont, CA 91711
95-3443202
501(cJ(3l
$250 00
N/A
Cash
NIA
Schedule
14
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
95-1664101
501(c)(3)
$25,000 00
NIA
Cash
NIA
31-1467594
501(c)(3)
$2,000 00
NIA
Cash
NIA
04-2103558
501(c)(3)
$75,000 00
NIA
Cash
NIA
Commentary, Inc.
165 East 56th Street
New York, NY 10022
13-3610041
501(c)(3)
$3,000 00
NIA
Cash
NIA
Commentary, Inc
165 East 56lh Street
New York, NY 10022
13-3610041
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1462893
501(c)(3)
$500 00
NIA
Cash
NIA
52-1462893
501(clf3l
$1,000 00
NIA
Cash
NIA
52-1462893
501(c)(3)
$24,753 65
NIA
Cash
NIA
52-1462893
501(c)(3)
$49,500 00
NIA
Cash
NIA
52-1462893
501(cl(3)
$260,000 00
NIA
Cash
NIA
52-1462893
501!c)(3l
$450,000 00
NIA
Cash
NIA
for 11eneraloperations
52-1462893
501(c)(3)
$495,000 00
NIA
Cash
NIA
15'
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
13-3859811
50Hcll3)
$3,000 00
NIA
Cash
NIA
31-1768219
501(cll3)
$477 27
NIA
Cash
NIA
52-1351785
501Ccl(3l
$200 00
NIA
Cash
NIA
Compet1t1veEnterprise Institute
1899 L Street, NW, 12th FL
Washington, DC 20036
52-1351785
5011cll3l
$500 00
NIA
Cash
NIA
Compet1UveEnterpnse Institute
1899 L Street, NW, 12th FL
Wash,noton, DC 20036
52-1351785
501Ccll3l
$2,500 00
NIA
Cash
NIA
Compet1t1veEnterprise Institute
1899 L Street, NW, 12th FL
Washmoton, DC 20036
52-1351785
5011cll3l
$5,000 00
NIA
Cash
NIA
52-1351785
501lc)l3)
$50,000 00
NIA
Cash
NIA
95-3580834
501(c)(3)
$10,000 00
NIA
Cash
NIA
95-3580834
501Ccll3)
$15,000 00
NIA
Cash
NIA
95-3580834
501(c)l3l
$15,000 00
NIA
Cash
NIA
95-3580834
501(c)(3l
$15,000 00
NIA
Cash
NIA
95-3580834
501(c)(3)
$25,000 00
N/A
Cash
N/A
15'
(b)
EIN
(c)
IRC
Section 1f
Applicable
26-4029303
501(cl(3)
26-4029303
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$42,000 00
NIA
Cash
NIA
501(c)(3)
$45,000 00
NIA
Cash
NIA
26-4029303
501!clC3)
$51,000 00
NIA
Cash
NIA
26-4029303
501(cl(3)
$56,000 00
NIA
Cash
NIA
15-6002250
501(c)(3)
$1,000 00
NIA
Cash
NIA
(d)
Amount of
Cash Grant
(g)
(h)
Purpose of
Grant or
Assistance
Cornell University
Mcgraw Hall, Room 324
Ithaca, NY 14653
15-0532062
501(cl(3)
$25,000 00
NIA
Cash
NIA
52-2064049
501(cl(3)
$4,000 00
NIA
Cash
NIA
43-6005587
501(c)(3)
$100 00
NIA
Cash
NIA
35-0868071
501(c)(3)
$500 00
NIA
Cash
NIA
75-1653520
501(c)C3l
$5,000 00
NIA
Cash
NIA
95-4194642
501Ccl!3l
$1,000 00
NIA
Cash
NIA
501(c)(3l
$14,000 00
NIA
Cash
NIA
Donors
Trust,
Inc.
Sch I, Grants
52-2166327
to Organizations
17
and lndv1duals
1n the U.S.
and Address
Organizabon
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
if
Amount
Cash Grant
Non-Cash
Applicable
Assistance
(g)
(f)
(e)
of
of
Method
Valuation
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
501(c)(3l
$15,000 00
NIA
Cash
NIA
5011cll3l
$20,000 00
NIA
Cash
NIA
Discovery Institute
206 Columbia Street
Seattle, WA 96104
91-1521697
501Ccl(3l
$250,000 00
NIA
Cash
NIA
54-1934032
501(c)(3)
$346 59
NIA
Cash
NIA
54-1934032
501(cll3)
$333,066 01
NIA
Cash
NIA
54-1934032
501(cll3l
$519,926 26
NIA
Cash
NIA
54-1934032
501Ccll3l
$400,000 00
NIA
Cash
NIA
Duke University
PO Box 90204
Durham. NC 27706
56-0532129
501(c)(3l
$25,000 00
NIA
Cash
NIA
Post-Doctoral Fellowship in
the Gerst Proaram
91-2053400
501(c)(3)
$12,000 00
NIA
Cash
NIA
13-2765924
5011cll3l
$20,000 00
NIA
Cash
NIA
Embrace
1902 D1vlsaderoStreet
San Francisco, CA 94115
63-0509261
5011c)(3)
$5,000 00
NIA
Cash
NIA
27-1553324
501Cc)(3)
$16,500 00
NIA
Cash
NIA
Scheclule
2010
18'
to Organizations
and lndv1duals
1n the U S.
and Address
Organ1zat1on
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(f)
(e)
of
Amount
Cash Grant
Non-Cash
Applicable
Assistance
of
Method
Valuallon
(g)
of
(book,
appraisal,
Description
FMV,
(h)
of
Purpose
Non-Cash
of
Grant or
Assistance
Assistance
other)
27-1553324
501(c)(3)
$18,500 00
NIA
Cash
NIA
27-1553324
501(c)(3)
$18,500 00
NIA
Cash
NIA
27-1553324
501(c)(3l
$18,500 00
NIA
Cash
NIA
27-1553324
501(c)(3)
$18,500 00
NIA
Cash
NIA
27-1553324
501(cl(3)
$18,500 00
NIA
Cash
NIA
27-1553324
501(c)(3)
$18,500 00
NIA
Cash
NIA
27-1553324
501(c)(3)
$18,500 00
NIA
Cash
NIA
Erasmus Foundation
9401 Holbrook Lane
Potomac, MD 20854
Ethics & Public Polley Center
1730 M Street, NW, Suite 910
Washington, DC 20036
501(c)(3)
52-1162185
501(c)C3)
$250 00
NIA
Cash
NIA
$3,000 00
NIA
Cash
NIA
52-1162185
501!cl(3l
$25,000 00
NIA
Cash
NIA
36-2518129
501(c)(3l
$5,000 00
NIA
Cash
NIA
for 11eneralooerat1ons
52-2197517
501(c)(3)
$5,000 00
NIA
Cash
NIA
Schedule
19
(a)
Name and Address of
Organ1zat1onor
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
501(c)(3)
$500 00
NIA
Cash
NIA
52-1750246
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1750246
501!c)C3)
$10,000 00
NIA
Cash
NIA
for 11eneraloperations
52-1750246
501(c)(3)
$10,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW, Suite 425
Washington, DC 20036
36-3235550
501!cl(3)
$1,000 00
NIA
Cash
NIA
for 11eneraloperations
Federahst Society
1015 18th Street, NW, Suite 425
Washinaton, DC 20036
36-3235550
501!c)(3)
$1,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW, Suite 425
Washinaton, DC 20036
36-3235550
501(c)(3l
$7,500 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW, Suite 425
WashinQton, DC 20036
36-3235550
501(c)(3)
$60,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW, Suite 425
Washington, DC 20036
36-3235550
501!c)C3)
$65,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW, Suite 425
WashinAton, DC 20036
36-3235550
501(c)(3l
$100,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW, Suite 425
WashinAton, DC 20036
36-3235550
501(c)(3)
$250,000 00
NIA
Cash
NIA
for 11eneralooerat1ons
52-1136126
501(c)(3J
$250 00
NIA
Cash
NIA
20'
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
41-1876072
501(c)(3)
$250 00
NIA
Cash
NIA
13-3240109
501(c)(3)
$250 00
NIA
Cash
NIA
23-7303117
50Hcl13l
$1,000 00
NIA
Cash
NIA
13-3108424
501(c)(3)
$3,000 00
NIA
Cash
NIA
NIA
to support a
lectureld1scuss1on program
featuring noted historian
Andrew Roberts
NIA
13-3108424
13-3108424
50Hcll3)
50Hcll3l
$5,000 00
$5,000 00
NIA
NIA
Cash
Cash
13-3108424
501(c)l3l
$10,000 00
NIA
Cash
NIA
13-6006960
501(c)(3l
$250 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$250 00
NIA
Cash
NIA
13-6006960
501(c)(3l
$250 00
NIA
Cash
NIA
13-6006960
501(c)(3l
$1,000 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$1,000 00
N/A
Cash
NIA
21
(b)
EIN
(c)
IRC
Section if
Applicable
13-6006960
501Cc)(3)
13-6006960
(d)
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$2,500 00
NIA
Cash
NIA
501Cc)(3)
$6,000 00
NIA
Cash
NIA
13-6006960
501Cc)(3)
$25,000 00
N/A
Cash
NIA
26-4505542
501(c)(3)
$25,000 00
NIA
Cash
NIA
74-2066841
501Cc)(3)
$100 00
NIA
Cash
NIA
51-0183347
501(c)(3)
$500 00
N/A
Cash
NIA
for 11eneralooerat1ons
51-0183347
501(c)(3)
$1,500 00
NIA
Cash
NIA
51-0183347
501Cc)(3)
$5,000 00
NIA
Cash
NIA
53-0196534
501Cc)(3)
$1,200 00
NIA
Cash
NIA
53-0196534
501(cl13l
$8,800 00
NIA
Cash
NIA
52-2065223
501(cl(3l
$5,000 00
NIA
Cash
NIA
26-4066298
501(c)(3)
$15,000 00
NIA
Cash
NIA
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
Franklin Center
for aeneral operations
22
(c)
IRC
Section 1f
Applicable
91-1540426
501lclC3)
FREE
662 Ferguson Road
Bozeman, MT 59718
94-3170425
Freedom Alliance
22570 Markey Court, Suite 240
Dulles, VA 20166-6919
(a)
Name and Address of
Organization or
Government
(d)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$250 00
NIA
Cash
NIA
501(c)(3)
$4,000 00
NIA
Cash
NIA
54-1411430
501Cc)(3)
$1,000 00
NIA
Cash
NIA
for 11eneraloperations
Freedom Foundation
PO Box 552
Olvmola, WA 98507-0522
94-3136961
501{c)(3)
$5,000 00
NIA
Cash
NIA
Freedom Foundation
PO Box 552
Olvmo1a, WA 98507-0522
94-3136961
501(c)(3)
$10,000 00
NIA
Cash
NIA
52-1526916
5011cll3l
$2,000 00
NIA
Cash
NIA
52-1526916
501lclC3)
$4,000 00
NIA
Cash
NIA
52-1526916
501{c)(3J
$5,000 00
NIA
Cash
N/A
52-1526916
50Hcll3l
$30,000 00
NIA
Cash
NIA
41-1311053
501{c)(3)
$250 00
NIA
Cash
NIA
81-0461842
501(c)(3)
$500 00
NIA
Cash
NIA
13-6223604
501{c)(3)
$500 00
NIA
Cash
NIA
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
Donors
Trust,
Inc.
Sch I, Grants
52-2166327
to Organizations
23
and lndv1duals
1n the U.S.
and Address
Organization
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
Non-Cash
Cash Grant
Assistance
Applicable
(g)
(f)
(e)
Amount
of
of
Method
Valuation
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
13-6223604
501(c)(3)
$500 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-6223604
5011clC3l
$1,000 00
NIA
Cash
NIA
13-6223604
501!cl(3)
$3,000 00
NIA
Cash
NIA
13-6223604
501(c)(3l
$5,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$10,000 00
NIA
Cash
NIA
Furman University
Department of Political Science
3300 Poinsett Highway
Greenville, SC 29613-1000
57-0314395
501(clC3l
$30,000 00
NIA
Cash
NIA
74-2543375
501(c)(3)
$500 00
NIA
Cash
NIA
25-0969449
501(c)(3)
$1,000 00
NIA
Cash
NIA
NIA
Georgetown University
Tocquev1lle Forum
3240 Prospect St NW, Third Floor
Washington, DC 20007
Georgetown University
Tocqueville Forum
3240 Prospect St NW, Third Floor
Washington, DC 20007
53-0196603
53-0196603
5011clC3)
5011cl(3)
$15,000 00
$25,000 00
NIA
NIA
Cash
Cash
N/A
Schedule
24'
(b)
EIN
(c)
IRC
Section if
Applicable
(d)
(e)
Amount of
Non-Cash
Assistance
Amount of
Cash Grant
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Georgetown University
Tocquev11leForum
3240 Prospect St NW, Third Floor
Washinaton, DC 20007
53-0196603
501(cl(3)
$40,000 00
NIA
Cash
NIA
13-3795391
501{c)(3)
$1,000 00
NIA
Cash
NIA
G1ve2As1a
PO Box 193223
San Francisco, CA 94119-3223
94-3373670
501(c)(3)
$500 00
NIA
Cash
NIA
G1ve2Asla
PO Box 193223
San Francisco, CA 94119-3223
94-3373670
501(c)(3)
$5,350 00
NIA
Cash
NIA
54-1603842
501(cl(3)
$0 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$5,000 00
NIA
Cash
NIA
54-1603842
5011clC3)
$75,000 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$140,000 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$300,000 00
NIA
Cash
NIA
Goldwater Institute
500 E Coronado Road
Phoenix, AZ 85004
86-0597661
501Ccl(3l
$1,000 00
NIA
Cash
NIA
13-3219419
501Ccl(3)
$5,000 00
NIA
Cash
NIA
to support Robert
Fnedhoffer's work
38-2026127
501(c)(3l
$500 00
NIA
Cash
NIA
25'
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$350 00
NIA
Cash
NIA
501(c)(3)
$1,000 00
NIA
Cash
NIA
99-0354937
501(cll3l
$2,000 00
NIA
Cash
NIA
99-0354937
501(cl(3)
$5,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$15,093 52
NIA
Cash
NIA
521297360
501(c)(3)
$100 00
NIA
Cash
NIA
52-1297360
501(cll3l
$1,000 00
NIA
Cash
NIA
Ha1t1anHealth Foundation
97 Sherman Street
Norwich, CT 06360
06-1135999
501Ccl(3l
$1,000 00
NIA
Cash
NIA
91-1197626
501(c)(3)
$100 00
NIA
Cash
NIA
NIA
to establish Post-Doctoral
Fellowship In Const1tutlonal
Government
for the Program on
Const1tut1onalGovernment
under Prof Harvey Mansfield
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
99-0354937
501(c)(3)
99-0354937
Harvard University
Knafel Building - Harvard University
1737 Cambndge Street
Cambndae, MA 02138
53-0199180
50Hcll3l
(d)
Amount of
Cash Grant
$25,000 00
NIA
Cash
Harvard University
Knafel Building - Harvard University
1737 Cambridge Street
Cambndi:ie, MA 02138
53-0199180
501(c)(3)
$25,000 00
NIA
Cash
NIA
Heartland Institute
19 South LaSalle Street, Suite 903
Chicago, IL 60603-4111
36-3309812
501(c)(3)
$250 00
NIA
Cash
NIA
(h)
Purpose of
Grant or
Assistance
26'
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Heartland Institute
19 South LaSalle Street, Suite 903
Ch1caQO,IL 60603-4111
36-3309812
501(c)(3)
Heartland Institute
19 South LaSalle Street, Suite 903
Ch1caao, IL 60603-4111
36-3309812
Heritage Foundation
214 Massachusetts Avenue, NE
Washlnoton, DC 20002-4999
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
$1,000 00
N/A
Cash
NIA
501Cc)l3l
$1,000 00
NIA
Cash
NIA
23-7327730
501!c)(3)
$100 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
Washmoton, DC 20002-4999
23-7327730
501(c)(3)
$200 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
WashinQton, DC 20002-4999
23-7327730
501(c)(3)
$250 00
N/A
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$250 00
NIA
Cash
NIA
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501Ccll3)
$500 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
WashlnQton, DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(cll3l
$1,000 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
Wash1naton, DC 20002-4999
23-7327730
5011cll3)
$1,000 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
WashmQton, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
N/A
(h)
Purpose of
Grant or
Assistance
Donors
Trust,
Inc
Sch
I, Grants
Part
II, Grants
to Organizations
to
27
52-2166327
and lndviduals
in the
U S.
of
in
the U.S.
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
if
(f)
(e)
of
Amount
Cash Grant
Non-Cash
Assistance
Applicable
of
Method
Valuation
(book,
appraisal,
(h)
(g)
of
Description
FMV,
of
Purpose
Non-Cash
of
Grant or
Assistance
Assistance
other)
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501!clf3l
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
Heritage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
$5,000 00
NIA
Cash
NIA
501(C)(3)
$10,000 00
NIA
Cash
NIA
23-7327730
5011clC3)
$10,000 00
NIA
Cash
NIA
Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501!c)C3)
$10,000 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hiiisdaie, Ml 49242
38-1374230
501(cl(3l
$250 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hiiisdaie, Ml 49242
38-1374230
501(c)(3)
$500 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hillsdale, Ml 49242
38-1374230
5011clf3l
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hillsdale, Ml 49242
38-1374230
501(c)C3l
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hiiisdaie, Ml 49242
38-1374230
501(c)(3J
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hiiisdaie, Ml 49242
38-1374230
501(c)C3l
$2,000 00
NIA
Cash
NIA
Hillsdale College
33 East College
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$25,000 00
N/A
Cash
NIA
fTForm
990 or 990-EZ)
201
28'
(b)
EIN
(c)
IRC
Section if
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
{g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
501Cc)(3l
$2,500 00
NIA
Cash
NIA
Hotchkiss School
PO Box 800
Lakeville, CT 06039
06-0647018
501(c)(3)
$1,000 00
NIA
Cash
NIA
Howard Center
934 North Mam Street
Rockford, IL 61103
54-1788267
501Ccl(3l
$25,000 00
NIA
Cash
NIA
Hudson Institute
1015 15th Street, NW, Sixth Floor
Washington, DC 20005
13-1945157
501Cc)(3l
$2,000 00
NIA
Cash
NIA
Hudson Institute
1015 15th Street, NW, Sixth Floor
Washmoton, DC 20005
13-1945157
501(c)(3l
$10,000 00
NIA
Cash
NIA
20-2669700
501(c)(3)
$3,500 00
NIA
Cash
NIA
for 11eneralooeratlons
13-3598671
501Cc)(3l
$5,000 00
NIA
Cash
NIA
IFES, Inc
1101 15th Street, Suite 300
Washlnoton, DC 20005
52-1527835
501(c)(3)
$5,000 00
NIA
Cash
NIA
41-2057028
501(c)(3)
$7,500 00
NIA
Cash
NIA
41-2057028
501(c)(3)
$7,500 00
NIA
Cash
NIA
41-2057028
501(c)(3l
$49,500 00
NIA
Cash
NIA
41-2057028
501(cl(3l
$49,500 00
NIA
Cash
NIA
Schedule nForm990or
990:EZf2010
29
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1469956
501(cH3l
Independence Institute
13952 Denver West Parkway, Suite 400
Golden, CO 80401-3134
84-0990300
501Cc\C3\
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
94-3008370
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
$10,000 00
NIA
Cash
NIA
$1,000 00
NIA
Cash
NIA
501(c)(3)
$500 00
NIA
Cash
NIA
for 11eneraloperations
94-3008370
501(c)(3)
$1,000 00
NIA
Cash
NIA
54-1670627
501(c)(3)
$250 00
NIA
Cash
NIA
54-1670627
501CclC3\
$5,000 00
NIA
Cash
NIA
54-1670627
501CclC3\
$7,000 00
NIA
Cash
NIA
35-6018940
501(c)(3)
22-3587621
501Cc\C3l
13-3400377
$25,000 00
NIA
Cash
NIA
$500 00
NIA
Cash
NIA
for 11eneraloperations
501Ccl(3l
$47,762 73
NIA
Cash
NIA
13-3400377
501Ccl(3l
$55,000 00
NIA
Cash
NIA
20-4541417
501CclC3l
$10,000 00
NIA
Cash
NIA
30
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
20-4541417
501(c)(3)
$22,000 00
NIA
Cash
NIA
20-4541417
501(c)(3)
$43,000 00
NIA
Cash
NIA
20-4541417
501(c)l3)
$15,000 00
NIA
Cash
NIA
76-0149778
501(cll3l
$350,000 00
NIA
Cash
NIA
52-1983254
5011cl(3)
$250 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$100 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$100 00
NIA
Cash
NIA
94-1623852
501(cH3l
$250 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$400 00
NIA
Cash
NIA
94-1623852
501(cll3)
$1,000 00
NIA
Cash
NIA
94-1623852
5011cll3l
$1,000 00
NIA
Cash
NIA
94-1623852
501(c)l3)
$1,000 00
NIA
Cash
NIA
31
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$5,000 00
NIA
Cash
NIA
501(c)(3)
$5,000 00
NIA
Cash
NIA
94-1623852
501Cc)l3)
$7,000 00
NIA
Cash
NIA
52-1744337
501(c)l3)
$100 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$100 00
NIA
Cash
NIA
52-1744337
501Ccll3)
$250 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$500 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1744337
501(cll3l
$1,000 00
NIA
Cash
NIA
52-1744337
501Ccll3)
$1,200 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$2,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$5,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
94-1623852
501(c)(3)
94-1623852
(d)
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
2010
Donors
Trust,
Sch I, Grants
Inc.
52-2166327
to Organizations
32'
and lndv1duals
1n the U.S
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(f)
(e)
of
Cash Grant
Amount
Non-Cash
Applicable
Assistance
of
Method
Valuation
(book,
appraisal,
(h)
(g)
of
Descnpt1on
FMV,
of
Purpose
Non-Cash
of
Grant or
Assistance
Assistance
other)
52-1744337
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1744337
501(cll3)
$5,000 00
NIA
Cash
NIA
52-1744337
5011c)(3l
$10,000 00
NIA
Cash
NIA
26-0273675
501Ccl(3l
$346,500 00
NIA
Cash
NIA
52-1699641
501{c)(3)
$2,500 00
NIA
Cash
NIA
52-1699641
501(c)(3)
$2,500 00
NIA
Cash
NIA
52-1699641
5011c)(3)
$2,500 00
NIA
Cash
NIA
52-1699641
501(c)(3)
$2,500 00
NIA
Cash
NIA
52-1699641
501(c)(3)
$25,000 00
NIA
Cash
NIA
52-1699641
501(c)C3l
$30,000 00
NIA
Cash
NIA
23-6050131
501(c)(3l
$100 00
NIA
Cash
NIA
23-6050131
501(c)(3)
$1,000.00
NIA
Cash
NIA
I (Form
990 or 990-EZ)
2010
33
(d)
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
NIA
Cash
NIA
$5,000 00
NIA
Cash
NIA
501(c)(3)
$7,500 00
NIA
Cash
NIA
54-1512492
501(c)(3)
$100 00
NIA
Cash
NIA
lnvest1gat1veProject on Terrorism
5505 Connecticut Avenue, NW, #341
Washington, DC 20015
13-4331855
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1039553
501(cl(3l
$300.00
NIA
Cash
NIA
20-2629921
501(c)(3)
$2,000 00
NIA
Cash
NIA
11-1729398
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-4038441
501(c)(3)
$3,000 00
NIA
Cash
NIA
59-2811908
501(c)(3)
$500 00
NIA
Cash
NIA
59-2811908
501(c)(3)
$1,000 00
NIA
Cash
NIA
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-2363626
501(c)(3)
$1,000 00
52-2363626
501(cl(3l
52-2363626
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
27-0151485
501(c)(3)
$18,000 00
NIA
Cash
Donors
Trust,
Inc
Sch I, Grants
34
52-2166327
to Organizations
and lndviduals
1n the US.
and Address
Organization
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
if
Amount
Cash Grant
Non-Cash
Applicable
Assistance
(g)
(f)
(e)
of
of
Method
Valuation
of
(book,
appraisal,
Description
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
20-2454741
501Ccl(3)
$9,915 49
NIA
Cash
NIA
Jud1c1alWatch
425 Third St, SW, Suite 800
Washington, DC 20024
52-1885088
501(c)(3)
$2,000 00
NIA
Cash
NIA
Kalamazoo College
1200 Academy Street
Kalamazoo, Ml 49006
38-1358014
501(c)(3)
$100 00
NIA
Cash
NIA
38-3333202
501Cc)(3)
$100 00
NIA
Cash
NIA
23-7047821
501(c)(3)
$15,000 00
NIA
Cash
NIA
23-7047821
501(c)(3)
$15,000 00
NIA
Cash
NIA
22-3209160
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support Binyamin L
Jolkovsky, Editor-in-Chief of
the "Jewish World Review"
Kucetekela Foundation
PO Box 1097
Independence, MO 64051-0597
20-4982719
501CclC3l
$5,000 00
NIA
Cash
NIA
36-2167770
501(c)(3)
$4,000 00
NIA
Cash
NIA
Lakeside School
14050 1st Ave, NE
Seattle, WA 98125
91-0564971
501(c)(3)
$100 00
NIA
Cash
NIA
Lakeside School
14050 1st Ave, NE
Seattle, WA 98125
91-0564971
501Ccll3l
$150 00
NIA
Cash
NIA
51-0203802
501Cc)(3)
$250 00
NIA
Cash
NIA
Schedule
2010
35
(b)
EIN
(c)
IRC
Section if
Applicable
51-0203802
501(c)(3l
51-0203802
(d)
Amount of
Cash Grant
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$2,500 00
NIA
Cash
NIA
501(c)(3)
$40,000 00
NIA
Cash
NIA
20-3069296
501Ccl(3l
$500 00
NIA
Cash
NIA
41-1520897
501(cl(3l
$500 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(c){3)
$100 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(clC3l
$500 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Arhnaton, VA 22201
51-0235174
501(c)(3)
$1,000 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Arhnaton, VA 22201
51-0235174
501{c)(3)
$1,000 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(c){3)
$2,000 00
NIA
Cash
NIA
Liberty Foundation
PO Box 20527
Reno, NV 89515
94-3112415
501(C)(3)
$100 00
NIA
Cash
NIA
41-2243203
501Cc)(3)
$2,500 00
NIA
Cash
NIA
57-0809313
501(cJ{3)
$100 00
NIA
Cash
NIA
Purpose of
Grant or
Assistance
3o
(b)
EIN
52-1263436
Maciver Institute
44 East Mifflin Street, Suite 201
Madison, WI 53703
{c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
501(c)(3)
$2,500 00
NIA
Cash
NIA
501(c)(3)
$5,000 00
NIA
Cash
NIA
38-2701547
501(c)(3)
$1,000 00
NIA
Cash
NIA
22-3888250
501(c)(3)
$7,500 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$3,000 00
NIA
Cash
NIA
13-2912529
501Cc)(3l
$5,000 00
NIA
Cash
NIA
13-2912529
501Cc\(3\
$10,000 00
NIA
Cash
NIA
13-2912529
5011cll3l
$13,000 00
NIA
Cash
NIA
13-2912529
501(c)(3l
$50,000 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$250 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$10,000 00
NIA
Cash
NIA
j(
(b)
EIN
(c)
IRC
Section 1f
Applicable
ManiuanaPohcyProject Foundation
236 MassachusettsAve NE, Suite 400
Washington,DC 20002
52-1975211
501(c)C3l
04-1564655
501(c)(3l
Media ResearchCenter
325 S. Patrick Street
Alexandria, VA 22314
54-1429009
501(c)C3l
Media ResearchCenter
325 S Patrick Street
Alexandria,VA 22314
54-1429009
Media ResearchCenter
325 S Patnck Street
Alexandna,VA 22314
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$25,00000
NIA
Cash
NIA
$5,000 00
NIA
Cash
NIA
$500 00
NIA
Cash
NIA
501(cl(3l
$1,000 00
NIA
Cash
NIA
54-1429009
501(c)C3l
$1,000 00
NIA
Cash
NIA
Media ResearchCenter
325 S Patrick Street
Alexandria,VA 22314
54-1429009
501{c)C3)
$1,000 00
NIA
Cash
NIA
Media ResearchCenter
325 S Patrick Street
Alexandna,VA 22314
54-1429009
501(c)(3)
$5,000 00
NIA
Cash
NIA
Media ResearchCenter
325 S Patrick Street
Alexandria,VA 22314
54-1429009
50Hcl13l
$5,000 00
N/A
Cash
NIA
54-6048585
501(c)(3)
$500 00
NIA
Cash
NIA
for pubhshlngGermanna
Record 19
54-6048585
501(cl(3)
$2,000 00
NIA
Cash
NIA
MemonalSloan-KetteringCancer Center
633 Third Avenue
DevelopmentDepartment,28th Floor
New York, NY 10017
13-1924236
5011cll3l
$1,000 00
NIA
Cash
NIA
MercatusCenter, GMU
3301 North Fairfax Drive
Arlington, VA 22201-4433
54-1436224
501(c)l3l
$200 00
NIA
Cash
NIA
(d)
Amount of
Cash Grant
Donors
Trust,
Inc.
Sch I, Grants
Part
and fndviduafs
to Organizations
II, Grants
,jl:)
52-2166327
to Organizations
U.S.
and Governments
(b)
(a)
Name and Address
Organization
in the
of
EIN
or
in the
U.S.
(c)
(d)
IRC
Amount
Section
Government
1f
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
of
Method
Valuation
(book,
appraisal,
Description
of
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
54-1436224
501(c)(3l
$1,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$1,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$1,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$10,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$18,000 00
NIA
Cash
NIA
54-1436224
50Hc)(3)
$20,000 00
NIA
Cash
NIA
54-1436224
501Cc\(3\
$30,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$50,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$100,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$150,000 00
NIA
Cash
NIA
54-1436224
501<c)(3)
$150,000.00
NIA
Cash
NIA
54-1436224
501Cc)(3\
$162,000 00
NIA
Cash
NIA
Schedule!
.)t:f
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Oescnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
54-1436224
501(c)(3)
$220,000 00
NIA
Cash
NIA
23-7320638
501(c)(3)
$25,000 00
NIA
Cash
NIA
Methodist Home of DC
4901 Connecticut Avenue
Washington, DC 20028-2623
530207036
501(c)(3)
$200 00
NIA
Cash
NIA
38-3266089
501(c)(3)
$1,000 00
NIA
Cash
NIA
23-7749796
501Cclf3)
$10,000 00
NIA
Cash
NIA
35-1978359
501Cc\(3\
$7,500 00
NIA
Cash
NIA
35-1978359
501(cl(3)
$10,000 00
NIA
Cash
NIA
41-1607453
501(cl(3l
$100 00
NIA
Cash
NIA
41-1439560
501(c)(3)
$45,000 00
NIA
Cash
NIA
04-2103594
501Cc)(3)
$15,000 00
NIA
Cash
NIA
56-6063090
501fcl/3)
$3,000 00
NIA
Cash
N/A
20-2591461
501(c)(3)
$50,000 00
NIA
Cash
NIA
qu
(a)
Name and Address of
Organization or
Government
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
(c)
IRC
Section 1f
Applicable
81-6001649
501(c)(3)
$10,000 00
NIA
Cash
NIA
Montfort Academy
99 Valley Road
Katonah, NY 10536
13-4037507
501(c)(3)
$4,000 00
NIA
Cash
NIA
84-0736725
501(c)(3)
$100 00
NIA
Cash
NIA
84-0736725
501(cl(3l
$1,000 00
NIA
Cash
NIA
84-0736725
501Ccl(3l
$2,500 00
NIA
Cash
NIA
MPT Foundation
11767 Owings Mills Blvd
Owlnos Miiis, MD 21117
52-1224503
501(c)(3J
$100 00
NIA
Cash
NIA
54-0564701
501(c)(3)
$1,000 00
NIA
Cash
NIA
Museum of Mathematics
PO Box 1097
Independence, MO 64051-0597
27-1450809
501(c)(3)
$5,000 00
NIA
Cash
NIA
501{c)(3)
$250 00
NIA
Cash
NIA
Musketawa Trail
Friends of the Musketawa Trail
PO Box 105
Ravenna, Mi 49451
(d)
Amount of
Cash Grant
(f)
(b)
EIN
(e)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
23-7169265
501CclC3l
$100 00
NIA
Cash
NIA
75-1804932
501CclC3)
$5,000 00
NIA
Cash
NIA
52-1226614
501(c)(3l
$5,000 00
NIA
Cash
NIA
41
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(h)
Purpose of
Grant or
Assistance
(g)
Description of
Non-Cash
Assistance
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1226614
501(c)(3)
$7,500 00
NIA
Cash
NIA
13-2890779
501(c)(3)
$15,000 00
NIA
Cash
NIA
521750188
501(c)(3)
$1,250 00
NIA
Cash
NIA
52-1750188
501(c)(3l
$1,250 00
NIA
Cash
NIA
52-1750188
501(c)(3l
$1,250 00
NIA
Cash
NIA
52-1750188
501(cl(3l
$1,250 00
NIA
Cash
NIA
52-1750188
501Ccll3)
$3,000 00
NIA
Cash
NIA
31-1750942
501(cl(3l
$300,000 00
NIA
Cash
NIA
13-3649537
501(c)(3)
$500 00
NIA
Cash
NIA
13-3649537
501(c)(3)
$500 00
NIA
Cash
NIA
59-1588825
501(c)(3l
$100 00
NIA
Cash
NIA
59-1588825
5011cll3l
$500 00
NIA
Cash
NIA
Method of
Valuation (book, FMV,
appraisal,
other)
_ ~neral
operations
'!
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
59-1588825
501(c)(3)
$2,500 00
NIA
Cash
NIA
59-1588825
501(c){3)
$15,000 00
NIA
Cash
NIA
52-1122883
501(c)(3)
$100 DO
NIA
Cash
NIA
52-1122883
501(c)(3)
$2,500 DO
NIA
Cash
NIA
20-4597358
501Ccll3l
$7,500 00
NIA
Cash
NIA
53-0242652
501(c)(3)
$5,000 00
NIA
Cash
NIA
34-1983612
5011cl(3l
$4,000 00
NIA
Cash
NIA
13-3408731
501(c)(3)
$47,000 00
NIA
Cash
NIA
75-2785010
501(c)(3l
$5,000 00
NIA
Cash
NIA
13-1773640
501Ccl13)
$12,000 00
NIA
Cash
NIA
13-3641470
501(cl/3l
$2,500 00
NIA
Cash
NIA
13-1624124
501(cl(3l
$5,000 00
NIA
Cash
NIA
Donors
Trust,
Sch I, Grants
Inc.
4J
52-2166327
to Organizations
and lndv1duals
1n the U.S.
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
if
Amount
Cash Grant
Non-Cash
Applicable
Assistance
(g)
(f)
(e)
of
of
Method
Valuation
(book,
appraisal,
Description
of
FMV,
(h)
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
13-1624124
5011c\C3\
$5,000 00
NIA
Cash
NIA
13-1624124
5011c\C3l
$10,000 00
N/A
Cash
N/A
62-1570449
501(c\C3l
$0 00
NIA
Cash
NIA
62-1570449
501(cll3l
$100,000 00
NIA
Cash
NIA
62-1570449
501(cl(3)
$150,000 00
NIA
Cash
N/A
62-1570449
501(c)(3)
$150,000 00
NIA
Cash
NIA
62-1570449
501(c)(3)
$350,000 00
NIA
Cash
N/A
62-1570449
501(c\(3)
$400,000 00
NIA
Cash
NIA
Northwood University
1114W FM 1382
Cedar Hill, TX 75104
38-1624684
501Ccl13l
$15,000 00
NIA
Cash
NIA
31-6402269
501Ccll3l
$7,500 00
NIA
Cash
NIA
13-6161455
501Cc)(3)
$1,200 00
N/A
Cash
NIA
94-2197343
501{c)(3)
$250 00
N/A
Cash
NIA
Schedule
2010
Donors
Trust,
Sch I, Grants
Inc
44
52-2166327
to Organizations
and lndv1duals
in the U.S.
(a)
Name and Address
Organization
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(f)
(e)
of
Amount
Cash Grant
of
Non-Cash
Applicable
Assistance
Method
Valuation
(book,
appraisal,
(h)
(g)
Description
of
FMV,
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
94-2197343
50Hcll3l
$1,000 00
NIA
Cash
NIA
94-2528433
50Hcll3l
$1,000 00
NIA
Cash
NIA
94-2528433
501(c)(3l
$1,000 00
NIA
Cash
NIA
94-2528433
501(c)(3)
$5,000 00
NIA
Cash
NIA
94-2528433
501(c)(3l
$20,000 00
NIA
Cash
NIA
94-2528433
501(c)(3)
$22,500 00
NIA
Cash
NIA
94-2528433
501(c)(3)
$40,000 00
NIA
Cash
NIA
52-1455677
501(c)(3)
$250 00
NIA
Cash
NIA
95-4819071
501(c)(3)
$5,000 00
NIA
Cash
NIA
95-4819071
501(c)(3l
$5,000 00
NIA
Cash
NIA
26-4798173
501(c)(3)
$1,000 00
NIA
Cash
NIA
58-1966822
5011cll3l
$2,000 00
NIA
Cash
NIA
Schedule
4:>
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$500 00
NIA
Cash
NIA
50Hcl13l
$1,000 00
NIA
Cash
NIA
81-0393444
50Hcll3l
$2,500 00
NIA
Cash
NIA
PERC
2048 Analysis Dnve, Suite A
Bozeman, MT 59718
81-0393444
501(cll3l
$2,500 00
NIA
Cash
NIA
PERC
2048 Analysis Dnve, Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$5,000 00
NIA
Cash
NIA
PERC
2048 Analysis Dnve, Suite A
Bozeman, MT 59718
81-0393444
501(c)l3l
$10,000 00
NIA
Cash
NIA
41-6040860
501(c)(3)
$250 00
NIA
Cash
NIA
13-1725076
501(c)(3)
$5,000 00
NIA
Cash
NIA
Philadelphia Society
11620 Rutan Circle
Jerome, Ml 49249-9530
36-6151680
501(c)(3)
$500 00
NIA
Cash
NIA
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washlnaton, DC 20036
13-2943020
5011cll3l
$100 00
NIA
Cash
NIA
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washinaton, DC 20036
13-2943020
501Ccll3l
$1,000 00
NIA
Cash
NIA
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washington, DC 20036
13-2943020
501(cl(3l
$5,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section if
Applicable
PERC
2048 Analysis Drive, Suite A
Bozeman, MT 59718
81-0393444
50Hcll3l
PERC
2048 Analysis Dnve, Suite A
Bozeman, MT 59718
81-0393444
PERC
2048 Analysis Drive, Suite A
Bozeman, MT 59718
(d)
Amount of
Cash Grant
<tO
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$7,000 00
NIA
Cash
NIA
$10,000 00
NIA
Cash
NIA
501(c\(3)
$1,000 00
NIA
Cash
NIA
In memoriam mil
22-2632081
501(c\(3)
$3,000 00
NIA
Cash
NIA
22-2632081
501(cl(3)
$5,000 00
NIA
Cash
NIA
53-8295500
50HcJ(3)
$1,700 00
NIA
Cash
NIA
Posse Foundation
111 West Jackson Blvd, #1900
Ch1caao, IL 60604
13-3840394
501lc)(3)
$1,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washmaton, DC 20036
13-2943020
50Hc\13\
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washmaton, DC 20036
13-2943020
501Ccl13)
22-2632081
(d)
Amount of
Cash Grant
04-2103580
501(c\13l
$5,000 00
NIA
Cash
NIA
93-0575982
501(c\13)
$100 00
NIA
Cash
NIA
42-1347192
501(cl(3l
$7,500 00
NIA
Cash
NIA
Raab Foundabon
PO Box 1244
Poulsbo, WA 98370
91-1446692
501(c)l3)
$500 00
NIA
Cash
NIA
41-1909365
501lc)(3l
$250 00
NIA
Cash
NIA
41
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
NIA
Cash
NIA
$45,000 00
NIA
Cash
NIA
501Cc\C3\
$100 00
NIA
Cash
NIA
95-3298239
50Hc)(3)
$200 00
NIA
Cash
NIA
Reason Foundation
3415 South Sepulveda Boulevard, Ste 400
Los Anaeles, CA 90034-6014
95-3298239
50Hcl(3l
$250 00
NIA
Cash
NIA
Reason Foundation
3415 South Sepulveda Boulevard, Ste 400
Los Anoeles, CA 90034-6014
95-3298239
501Cc\C3\
$30,000 00
NIA
Cash
NIA
{a)
Name and Address of
Organ1zat1onor
Government
(d)
Amount of
Cash Grant
{b)
EIN
{c)
IRC
Section 1f
Applicable
71-0929026
501(c)(3l
$25,000 00
71-0929026
501Cc\C3\
Reason Foundation
3415 South Sepulveda Boulevard, Ste 400
Los Anoeles, CA 90034-6014
95-3298239
Reason Foundation
3415 South Sepulveda Boulevard, Ste 400
Los Anoeles, CA 90034-6014
(e)
Amount of
Non-Cash
Assistance
Rhodes College
Department of Pohtlcal Science
2000 N Parkway
Memoh1s, TN 38112
62-0476301
5011cl(3l
$25,000 00
NIA
Cash
NIA
85-0468446
501(cl(3l
$7,500 00
NIA
Cash
NIA
Rockefeller University
1230 York Avenue
New York, NY 10021
13-1624158
501(cl(3)
$10,000 00
NIA
Cash
NIA
Rockefeller University
1230 York Avenue
New Yark, NY 10021
13-1624158
501Cc)(3\
$10,000 00
NIA
Cash
NIA
52-1492325
501Cc\C3l
$2,500 00
NIA
Cash
NIA
37-0673484
501Ccl(3l
$1,000 00
NIA
Cash
NIA
4~
(b)
EIN
23-7316742
(c)
IRC
Section 1f
Applicable
501/cl/3)
(d)
Amount of
Cash Grant
$2,500 00
(e)
Amount of
Non-Cash
Assistance
NIA
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Cash
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
NIA
Ryan Foundation
605 Brower Road
Wayne, PA 19067
41-3169151
501(c)l3)
$25,000 00
NIA
Cash
NIA
establlsh Post-Doctoral
Fellowship at the Ryan Center
under Dr Coleen Sheehan
22-2406433
501(c)(3)
$40,000 00
NIA
Cash
NIA
22-2406433
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-2923701
501(c)(3)
$10,000 00
NIA
Cash
NIA
Salvation Army
PO Box 14169
Cincinnati, OH 45250
22-2406433
501(c)(3)
$750 00
NIA
Cash
NIA
Salvation Army-DC
PO Box269
Alexandna, DC 22313
22-2406433
501(c)l3)
$100 00
NIA
Cash
NIA
Salvation Army-DC
PO Box 269
Alexandna, DC 22313
22-2406433
501(c)(3)
$500 00
NIA
Cash
NIA
22-2406433
5011cll3)
$40,000 00
NIA
Cash
NIA
Salvation Army-Rosev11le,MN
PO Box 131240
Rosev11le,MN 55113
22-2406433
501(c)l3)
$100 00
NIA
Cash
NIA
Salvation Army-Tucson
216 E Prlnce Road
Tucson, AZ. 65705
22-2406433
501(c)(3)
$1,000 00
NIA
Cash
NIA
20-5792227
5011c)(3l
$1,000 00
NIA
Cash
NIA
4l:I
(a)
Name and Address of
Organization or
Government
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
(c)
IRC
Section 1f
Applicable
20-5792227
501lclC3)
$2,500 00
NIA
Cash
NIA
20-5792227
5011c)l3J
$150,000 00
NIA
Cash
NIA
20-5792227
5011c)(3)
$741,604 51
NIA
Cash
NIA
SAMS
PO Box 399
Ambridge, PA 15003
501(c)(3J
$1,000 00
NIA
Cash
NIA
50Hc\13\
$400 00
NIA
Cash
NIA
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(b)
EIN
Method of
Valuation (book, FMV,
appraisal,
other)
84-1668293
50Hc\13l
$50,000 00
NIA
Cash
NIA
84-1668293
50Hc\13l
$50,000 00
NIA
Cash
NIA
43-2095418
5011cll3l
$5,000 00
NIA
Cash
NIA
43-2095418
501(c)l3l
$15,000 00
NIA
Cash
NIA
Shimer College
3424 S State Street
Ch1caoo, IL 60616
36-2167921
501(c)(3l
$2,000 00
NIA
Cash
NIA
Shimer College
3424 S State Street
Chicago, IL 60616
36-2167921
50Hcll3l
$5,800 00
NIA
Cash
NIA
45-0562642
50Hcll3l
$100 00
NIA
Cash
NIA
Donors
Trust,
Sch I, Grants
Inc
52-2166327
to Organizations
OU
and lndviduals
in the U.S.
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
if
(e)
of
Amount
Cash Grant
(f)
of
Non-Cash
Assistance
Applicable
Method
Valuation
(book,
appraisal,
(h)
(g)
of
Description
FMV,
of
Non-Cash
Assistance
Purpose
of
Grant or
Assistance
other)
Smithsonian Institution
Harvard-Smithsonian Center for Astrophysics
60 Garden Street
Cambndae, MA 02138-1516
53-0206027
5011cll3l
$50,000 00
NIA
Cash
NIA
Smithsonian lnst1tut1on
PO Box 37012, MRC 035
Washinaton, DC 20013
53-0206027
5011cll3l
$100.00
NIA
Cash
NIA
14-1466038
5011cll3)
$1,000.00
NIA
Cash
NIA
5011cll3)
$100 00
NIA
Cash
NIA
5011cll3l
$250 00
NIA
Cash
NIA
5011cll3)
$2,500 00
NIA
Cash
NIA
57-0952531
501(cl(3)
$100 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$500 00
NIA
Cash
NIA
for membership
57-0952531
501(c)(3)
$1,000 00
NIA
Cash
NIA
57-0952531
5011cll3l
$1,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$2,000 00
NIA
Cash
NIA
57-0952531
501(c)l3)
$5,000 00
NIA
Cash
NIA
Schedule
fo_r_generalooerat1ons
f(Form
990or 990~EZ)
2010
::,1
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
57-0952531
501(c)l3l
$75,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$186,500 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$255,000 00
NIA
Cash
NIA
52-1844456
501(cl(3)
$86,000 00
NIA
Cash
NIA
13-3880953
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-2237872
501(c)(3)
$8,000 00
NIA
Cash
NIA
94-3435899
501Cc)(3)
$5,000 00
NIA
Cash
NIA
52-1576352
501Ccll3\
$10,000 00
NIA
Cash
NIA
20-5298861
501(cl(3l
$100,000 00
NIA
Cash
NIA
Sunshine Review
3901 Courtland Circle, Suite 100
Alexandna, VA 22305
27-1501919
501(c)(3)
$7,500 00
NIA
Cash
NIA
Sutherland Institute
307 West 200 South, Suite 5005
Salt Lake City, UT 84101
87-0531727
501(c)(3)
$155,000 00
NIA
Cash
NIA
Sutherland Institute
307 West 200 South, Suite 5005
Salt Lake Cltv, UT 84101
87-0531727
501Cc\(3\
$250,000 00
NIA
Cash
NIA
:,,!
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$3,500 00
NIA
Cash
NIA
501(c)(3)
$250 00
NIA
Cash
NIA
80-0305723
501(c)(3)
$110,000 00
NIA
Cash
NIA
74-2524057
501(c)(3)
$10,000 00
NIA
Cash
NIA
26-4540063
501(c)(3)
$34,819 90
NIA
Cash
NIA
26-2521115
501(c)(3)
$25,000 00
NIA
Cash
NIA
26-2521115
50Hcll3l
$25,000 00
NIA
Cash
NIA
26-2521115
501(c)(3l
$25,000 00
NIA
Cash
NIA
26-2521115
501(c)(3)
$25,000 00
NIA
Cash
NIA
26-2521115
501(c)(3)
$35,000 00
NIA
Cash
NIA
26-2521115
501(c)(3l
$39,500 00
NIA
Cash
NIA
26-2521115
501(c)(3l
$40,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Tax Foundation
529 14th Street, NW, Suite 420
Washinaton, DC 20045
52-1703065
501(cl(3l
41-1940550
Teneo Inc
2778 Ridgewood Road
Atlanta, GA 30327
(d)
Amount of
Cash Grant
::,.j
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$50,000 00
NIA
Cash
NIA
501(c)C3l
$75,000 00
NIA
Cash
NIA
51-0280185
501(c)(3)
$2,500 00
NIA
Cash
NIA
38-3448297
501(c)(3)
$1,000 00
NIA
Cash
NIA
20-5337994
5011c)(3)
$250 00
NIA
Cash
NIA
for 11eneralooeratlons
Tnmty Forum
2011 Pennsylvania Ave, NW, Suite 250
Washlnaton, DC 20006
54-1612640
5011c)(3)
$2,500 00
NIA
Cash
NIA
Tnmty Forum
2011 Pennsylvania Ave, NW, Suite 250
Washinaton, DC 20006
54-1612640
5011c)(3)
$3,000 00
NIA
Cash
NIA
210634501
5011c\13)
$5,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
26-2521115
501(cl13l
26-2521115
(d)
Amount of
Cash Grant
Purpose of
Grant or
Assistance
UCLA Foundation
1309 Murphy Hall, Box 951413
Los Anaeles, CA 90095
95-2250801
5011cl(3l
$25,000 00
NIA
Cash
N/A
86-6050388
501(c)C3l
$4,999 00
NIA
Cash
NIA
86-6050388
501(cl(3)
$76,000 00
NIA
Cash
NIA
NIA
University of Houston
447 Hoffman Hell
Houston, TX 77204-3011
74-6001399
5011c)C3l
$15,000 00
N/A
Cash
b4
(b)
EIN
35-0666166
35-0666168
(c)
IRC
Section 1f
Applicable
501(c){3)
501(cl(3l
(d)
Amount of
Cash Grant
$25,000 00
$40,000 00
(e)
Amount of
Non-Cash
Assistance
NIA
NIA
(f)
(g)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
Cash
Cash
(h)
Purpose of
Grant or
Assistance
NIA
NIA
University of Richmond
26 Westhampton Way
Richmond, VA 23173
501(c){3)
$20,000 00
NIA
Cash
NIA
University of Richmond
28 Westhampton Way
Richmond, VA 23173
501(cl(3l
$60,000 00
NIA
Cash
NIA
NIA
NIA
NIA
NIA
74-6000203
74-6000203
74-6000203
54-1682176
501(cl(3)
501(c)(3)
501(c)(3)
501<c)(3)
$25,000 00
$40,000 00
$50,000 00
$25,000 00
NIA
NIA
NIA
NIA
Cash
Cash
Cash
Cash
54-1682176
501(c)(3l
$40,000 00
NIA
Cash
NIA
US English Foundabon
1747 Pennsylvania Ave NW, Suite 1050
Washini:iton, DC 20006
52-1524976
501(c)(3l
$250 00
NIA
Cash
NIA
54-1892964
501(c){3)
$100 00
NIA
Cash
NIA
54-1870846
501(c)(3)
$5,000 00
NIA
Cash
NIA
55
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Wakefield School
PO Box 1097
lndeoendence, MO 64051-0597
54-1096344
50HcH3\
$10,000 00
NIA
Cash
NIA
52-1071570
50Hc\13l
$2,500 00
NIA
Cash
NIA
53-0196604
5011c\13l
$100.00
NIA
Cash
NIA
91-1752769
50Hc)(31
$300 00
NIA
Cash
NIA
91-1752769
5011c\13)
$1,000 00
NIA
Cash
NIA
53-0245887
50HcH3\
$500 00
NIA
Cash
NIA
23-7050397
5011c\(3\
$7,500 00
NIA
Cash
NIA
13-6100835
501(c)(3)
$1,000 00
NIA
Cash
NIA
38-2138856
501(c)(3)
$100.00
NIA
Cash
NIA
WETA
2775 South Quincy Street
Arhnaton, VA 22206
53-0242992
5011cll3\
$100 00
NIA
Cash
NIA
Williams College
Parents Fund
75 Park Street
Williamstown, MA 01267-2141
04-2104847
501(c\(3)
$11,000 00
NIA
Cash
NIA
Witherspoon Institute
16 Stockton Street
Princeton, NJ 08540
55-0835528
5011c\13l
$5,000 00
NIA
Cash
NIA
bti
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
(b)
EIN
(c)
IRC
Section 1f
Applicable
Witherspoon Institute
16 Stockton Street
Princeton, NJ 08540
55-0835528
501Ccl(3l
$125,000 00
NIA
Cash
NIA
WNYC Radio
PO Box 1097
Independence. MO 64051-0597
13-3015230
501(c)C3l
$2,000 00
NIA
Cash
NIA
20-2370934
501(c)(3)
$500 00
NIA
Cash
NIA
20-2370934
501(c)(3)
$1,000 00
NIA
Cash
NIA
20-2370934
501(c)(3)
$1,500 00
NIA
Cash
NIA
26-2828115
501(c)(3)
$6,000 00
NIA
Cash
NIA
Method of
Valuation (book, FMV,
appraisal,
other)
Yale University
124 Prospect Street, Room 311
New Haven, CT 06520
06-0646973
501(c)(3)
$50,000 00
NIA
Cash
NIA
76-0563835
501(c)(3)
$1,000 00
NIA
Cash
NIA
23-7042029
501(clC3)
$486 23
NIA
Cash
NIA
23-7042029
501Ccl(3l
$1,000 00
NIA
Cash
NIA
23-7042029
501(c)(3)
$1,000 00
NIA
Cash
NIA
23-7042029
501(c)(3)
$25,000 00
NIA
Cash
NIA
::)/
(b)
EIN
(c)
IRC
Section 1f
Applicable
23-7042029
501(c)(3)
(d)
Amount of
Cash Grant
$25,00000
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
N/A
Cash
N/A
(h)
Purpose of
Grant or
Assistance
Part
Donors
Trust,
Inc.
nr Grants and Other Assistanceto Individualsin the United States.Complete 1fthe organization
52-2166327
Page 2
answered 'Yes' to Form 990, Part IV, line 22.
(b) Number of
(d) Amount of
non-cash assistance
(c) Amount of
cash grant
rec1p1ents
2
3
4
5
6
7
I Part IV ISupplementalInformation.Complete this part to provide the information required in Part I, line 2, and any other additional information.
]>~_I _ _!:,:b_n_e_~------~he_Q.r_ganization_sends
_?~_I _!:,:b_ne_2
______
g_rantee_a(Fees
Pt_I
Line
2 ______
are_made
Pt_I
Line
2 ______
oversi_ght
Pt I Line
2 ------~_plicable
each
grant_funds
to_U.S._public
_provided
to
such
grant
will
not
charities.
be used
_In
by United_States
charities._
rec.:hPient
most
a_letter
stati~g_by
cashing_
to benefit
any disqualified
casesL
Organization
and individual
In some cases.l_a
BAA
the
states'
r~ort
rules
of_use_of
the _grant
_p~rson.
relies_~s>n
and reg_ulations
funds_is
check _________
_
_
_
--------------
r~'l!clested.
-----------
10/29/ 10
Compensation Information
OMB No 1545-0047
2010
SCHEDULE J
(Form 990)
._ Complete if the organization answered 'Yes' to Form 990, Part IV, line 23.
._ Attach to Form 990 ._ See separate instructions.
Employer identification number
52-2166327
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 1a 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 reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line la?
,___2--+---+--
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
t--_l_b+---+---
Compensation committee
Independent compensation consultant
Form 990 of other organizations
During the year, did any person listed in Form 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 from the organization or a related organization?
b Part1c1patein, or receive payment from, a supplemental nonqualif1ed retirement plan?
c Part1c1patein, or receive payment from, an eqwty-based compensation arrangement?
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(c)(3) and 501(c)(4) 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.
6
For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization? .
b Any related organization?
If 'Yes' to line 6a or 6b, describe 1nPart Ill.
For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not
described in Imes 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 sub1ect to the 1nit1al
contract exception described in Regulations 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 1nRegulations
section 53.4958-6(c)' .
..
.
. .
. . .
.
9
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule J (Form 990) 201O
TEEA4101
12/22/10
52-2166327
Donors Trust,
Inc.
Directors, Trustees, Kev Emplovees, and Hi
ta.atl:11111
Officers,
PaQe 2
For each individual whose 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 (B)(i}(111)must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line la.
(A) Name
(lli)Other
reportable
compensation
Li~r---- ~:1--------~~---------~:
_____
188 52
1 Whitney
2
L Ball
(i)
l(ii}
1---- -
(i) I-
ICii)
loo
I(ii)_
______
Ci) 1--(i) I-
-1-
__, -
- -1-
- -
- - -
______
1,m 1---L\!li
(i) I- - - - - - - - - -
ICii>
16_
BAA
(i)
I- -
a.I
o.L ___
2osL06sJ
a.I
o:l
_________
o.
o.
----------r----------r---------~--------------------r---------~-----------
-1-
- -
- - -
----------r----------r---------~-----------
- -
----------~----------~---------~-----------
-1-
__,-
-1-
- -
----------r----------r---------~--------------------r----------r---------~-----------
__,- -
- -
- -
roi-----------~----------
11
15
Cii>
100
14
@1-----------1------------1----------
10
13
-------1----------
(i) I- - - - - - - - - (ii)
12
16.1538.L ________
(F) Compensation
reported in pnor
Form 990 or
Form 990-EZ
----------r---------~-----------
-------1-----
--------~----------
(i)
- - - - -
(D) Nontaxable
benefits
-1-
----------r---------~--------------------r---------~-----------
----------r---------~-----------
ro1-----------1----------~----------+----------r----------~---------~----------ro1-----------1----------~----------+----------r----------r---------~----------IOll
ro1-----------1----------~----------+----------r----------r---------~----------
ro1----------~----------~----------+----------r----------r---------~----------IOll
ro1-----------1----------~----------+----------r----------r---------~----------ICill
TEEA41 02
07 /20/ l O
Donors
Trust
Inc.
52-2166327
Page 3
lll'a!i.tlll!II
SupplementalInformation
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete
this f)_artfor any additional information.
------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------
BAA
OMS No 1545-0047
SCHEDULE L
Donors
Trust,
IPart I IExcess
2010
Open to Public
Inspection
Employer identilicabon
Inc.
number
52-2166327
Benefit Transactions (section 501 (c)(3) and section 501 (c)(4) organizations only).
answered
'Yes'on Form990,PartIV,hne25aor 25b,or Form990-EZ,
PartV, line40b.
Complete
if the organization
(c) Corrected'
Yes
No
(1)
(2)
(3)
(4)
(5)
(6)
....$_______
3 Enter the amount of tax, 1fany, on line 2, above, reimbursed by the organization
....$
(c) Original
principal amount
(e) In default'
({1
Approved
y board or
committee'
From
Yes
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total
No
Yes
No
(g)Written
agreement'
Yes
No
..... $
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
BAA For Paperwork Reduction Act Notice, see the Instructions tor Form 990 or 990-EZ.
TEEA4501
11115/10
Page 2
Donors Trust,
Inc.
52-2166327
Business Transactions Involving Interested Persons.
Complete 1fthe organization answered 'Yes' on Form 990, Part IV, line 28a, 28b, or 28c.
IRii:tUYI
(c) Amount of
transaction
(e) Sharing of
organization's
revenues'
Yes
(1) Jeffrey
(2) Jeffrey
(3)
c
c
62,500.
18,000.
CFO
CFO
Zysik
zvsik
Payment
for
development
Bookkeeoina
of databases
services
No
x
x
(4)
(5)
(6)
(7)
(8)
(9)
(10)
iRartlVJI
Supplemental
Information
Complete this part to provide add1t1onalinformation for responses to questions on Schedule L (see instructions).
Part
IV ________
Pa_yments
were
made
for
services
rendered
Erior
to/not
as
CFO _______
11115/10
SCHEDULE M
OMB No 1545-0047
Noncash Contributions
(Form 990)
2010
52-2166327
(a)
Check 1f
applicable
(b)
Number of
contributions or
items contributed
(c)
(d)
Noncash contribution
Method of determining
amounts reported on noncash contribution amounts
Form 990,
Part VIII, line lg
1 Art-Works of art
2 Art-Historical treasures ..
3 Art-Fractional interests
4
5
6
7
8
9
10
11
12
traded
38
2,122,964.
Avgshrvalueondatereceived
Historic structures
Qualified conservation contribution-Other
Real estate-Res1dent1al
Real estate-Commercial
Real estate-Other
Collectibles
Food inventory .
Drugs and medical supplies
21 Taxidermy
22
23
24
25
26
27
Historical artifacts
Sc1ent1f1cspecimens
Archeolog1cal artifacts
Other ~ ( _______________
Other ~ ( _______________
Other ~ ( _______________
28
Other
29
Number of Forms 8283 received by the organization during the tax year for contributions for which the
organization completed Form 8283, Part IV, Donee Acknowledgement
. .
.. .
.
)
)
)
)
29
30a During the year, did the organization receive by contribution any property reported m Part I, Imes 1-28 that 1t must
hold for at least three years from the date of the 1nit1alcontribution, and which 1s not required to be used for exempt
purposes for the entire holding period?
b If 'Yes,' describe the arrangement 1n Part II.
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions? .
33
TEEA4601
12/29/10
Donors Trust,
Inc.
52-2166327
Page 2
!iBa'a]llli
Supplemental Information. Complete this part to provide the information required by Part I, Imes 30b, 32b,
and 33. Also complete this part for any additional information.
Schedule M (Form 990) 2010
Pt
I Line
BAA
32b ____
Financial
institutions/brokers
TEEA4602
used
10/26/10
to
sell
marketable
securities
___ _
OMB No 1545-0047
SCHEDULEN
~
Department of the Treasury
Internal Revenue Service
Complete if the organization answered '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.
Open to Public
Inspection
Donors Trust,
2010
Inc.
52-2166327
IPart I I Liquidation,
Termination, or Dissolution. Complete this part if the organization answered 'Yes' to Form 990, Part IV, line 31, or Form 990-EZ,
line 36. Part I can be duplicated 1fadditional space is needed
(a) Description
of asset(s)
d1stnbuted
or transact10n
expenses
paid
(b) Dateof
(c) Fairmarketvalueof
d1stnbut1on asset(s)d1stnbuted
or
amount
of transaction
expenses
(d) Method
of
determining
FMVfor
asset(s)
d1stnbuted
or
transaction
expenses
(g) IRCsectionof
rec1p1ent(s)
(1f
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 similar payments as a result of the organization's l1quidat1on,term1nat1on,or d1ssolut1on?
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 For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
--
..
TEEA470l
12129110
..
2a
2b
2c
2d
---
No
__J
llij~llI
Liauidation
--
52-2166327
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B) should equal -0-.
3 Did the organization distribute its assets 1naccordance with its governing instrument(s)? If 'No,' describe in Part Ill
4a Is the organization required to notify the attorney general or other appropriate state off1c1alof its intent to dissolve, liquidate, or terminate?
b If 'Yes', did the organization provide such notice? .
..
..
..
5 Did the organization discharge or pay all ilab1ilt1es1naccordance with state laws? . .
..
..
. .
..
6a Did the organization have any tax-exempt bonds outstanding during the year?
. ..
b Did the organization discharge or defease tax-exempt bond l1ab1illles1naccordance with the Internal Revenue Code and state laws?
c If 'Yes; describe 1nPart Ill how the organization defeased or otherwise settled these ilab1ilt1es.If 'No,' explain 1nPart Ill.
Yes
..
No
..
..
..
4a
4b
..
6a
6b
llia'iitlllll
Sale, Exchange,
Disposition, or Other Transfer of More than 25% of the Organization's Assets. Complete this part if the organization answered
'Yes' to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if addit1ona_lspace is needed.
(a) Description
of asset(s)
distributed
or transaction
paid
expenses
Cash arants
(b) Dateof
(c) Fairmarket
valueof
d1stnbut1on asset(s)
distributed
or
amount
of transaction
expenses
Various
22,217,277.
(d) Method
of
determmmg
FMVfor
asset(s)
distributed
or
transactmn
expenses
Cash
Various
(g) IRCsectionof
rec1p1ent(s)
(1f
tax-exempt)
or
typeof entity
(f) Nameandaddress
of rec1p1ent
Various
see Sch I
-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 organ1zat1on?
..
..
. .
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 significant dispos1t1onof assets?
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
TEEA4702 11/02110
..
. ..
..
..
..
..
....
2a
2b
2c
2d
No
x
x
x
x
Donors Trust,
Inc.
52-2166327
!IP.a'alllll
Supplemental Information. Complete to provide the information required by Part I, lines
2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
ScheduleN(Form990or990-EZ)2010
BAA
TEEA4703
11102/10
Page 3
Open
toPublic
' t!".s~ctioit
Trust.
2010
Donors
OMS No 1545-0047
SCHEDULEO
52-2166327
Inc.
REQUIRED
TO BE DISCLOSED
BY APPLICABLE_STATUTE,
OR OTHER ADMINISTRATIVE
AT ORGANIZATION'S
OFFICE.
RULE,_ AVAILABLE
P!_V_J:_:~,
fine
19 _REQUEST
P!_VI_:B,
Line
lla
FORM_990
Pt
VI-B,
Line
lla
IN ADDITION,_FORM
Pt
VI-B,
Line
lla
AND OFFICERS_SHORTLY_AFTER
Pt
VI-B,
Line
lla
COMMENTS. IF
Pt
VI-B,
Line
lla
REMEDIAL ACTION
Pt
VI-B,
Line
lla
FORM_900_IF
Pt
VI-A,
Line
3 __ SOME_PROGRAMS LISTED_AT
Pt
VI-A,
Line
3 __ DIRECT
Pt
VI-A,
Line
3 __ RESEARCH,
Pt
VI-A,
Line
3 __ PROGRAMS_IS
Pt
VI-A,
Line
Pt
VI-A,
Line
3 __ ACTIVITY.
Pt
VI-A,
Line
3 __ ORGANIZATION'S
Pt
VI-A,
Line
3 __ CONTRACTORS THAT_OVERSEE
Pt
VI-A,
Line
3 __ ARE:
Pt
VI-A,
Line
3 __ Q_F_~~~H-~~og~-~~S.J~Q_
Pt
VI-B,
Line
12c
THE ORGANIZATION_ASKS
Pt
VI-B,
Line
12c
ATTEST
Pt
VI-B,
Line
15 _THE ORGANIZATION_HAS_A
Pt
VI-B,
Line
15 _ OF INDEPENDENT
Pt
VI-B,
Line
15 _ANNUAL BASIS_AFTER
Pt
VI-A,
Line
Pt
VI-A,
Line
REVIEWED BY_PRESIDENT
990
_
_
CFO PRIOR
TO_FILING.
FILING_FOR_THEIR
ARE RAISED,
TAKEN, _INCLUDING
_____________
REVIEW AND____________
APPROPRIATE-----------------FILING
AN_AMENDED ____________
NECESSARY.-------------------------------------
SUPERVISION
NPS,
BY ____________
____________________________
IS_DISTRIBUTED
ANY_ISSUES
IS
&
----------------
WRITING
PART III
USE INDEPENDENT
OF INDEPENDENT_CONTRACTORS_CARRYING
AND OTHER ACTIVITY
THE RESPONSIBILITY
ASSOCIATED
& EXPERTISE
OFFICERS._
OUT _________
_
_
CONTRACTOR MANAGING __
IN_THE_AREA
DIRECTLY
OF AN INDEPENDENT
OF RESEARCH_OR _
SUPERVISED
BY THE ___
______
THE_POLICY
_
_
CONTRACTORS ____________
_
_____
-- -- ___ -- ----
TO COMPLIANCE_WITH
AS DESIGNATED
CONTRACTORS. _______
TO ____________
---_
ON AN ANNUAL BASIS------------
REVIEWING
IN ITS
BY-LAWS,
BAA ForPaperwor1t
ReductionAct Notice,seethe Instructionsfor Form990or 990-EZ.
COMPARABLES -----------------------
10/26/10
OF OFFICERS
__________
THE BY-LAWS
Schedule O (Form 990 or 990-EZ) 2010
Page 2
Donors
Trust,
52-2166327
Inc.
Pt
VI-A,
Line
Pt
VI-A,
Line
4 __ VICE-CHAIRMAN
Pt
VI-A,
Line
Pt
VI-C,
Line
17 _AK,AL,AR,AZ,
Pt
VI-C,
Line
17 _MN,MO,MS,
Pt
BAA
_
_
______________
________________
_
_
_
10/26/10
OMS No 1545-0047
SCHEDULER
(Form 990)
2010
Open to Public
Inspection
Donors TrustL
IParff
Inc.
52-2166327
j Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity
..01 .QQ_n_o_;~
_;Trust.! _LLC_27-0704085
(b)
Primary act1v1ty
__________
109 N Henrv St. Alexandria
22314
J211'~l_en~ l'iarketL LLC 27-0685825 __________
109 N Henry St, Alexandria
22314
J31 e!!_t.!r_f~r_s:ol:!:_e.2.eAffordabilit:t...& Productivit,x LLC 27-0949511
109 N Henry St, Alexandria
22304
Hold proceeds
(c)
Legal dom1c1le(state
or foreign country)
(e)
End-of-year assets
(d)
Total income
(f)
Direct controlling
entity
from 2009
sale of RE donation
o.
MD
440,439.
Donors Trust,
Inc.
Provide administrative
support
services
Research, writing,
educational
MD
155.000.
149,222.
Donors Trust,
Inc.
MD
315,000.
207.244.
Donors Trust,
Inc.
J~-------------------------------J~-------------------------------J~--------------------------------
WartJO
Identification
of Related Tax-Exempt Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization
(b)
Primary act1v1ty
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code
section
(e)
Public chan~ status
(1f section 5 1(c)(3))
(f)
Direct controlling
entity
<i>
Sec51 (b)(13)
entity?
controlled
Yes
No
Alexandria
VA 22313
MD
N/A
J~-------------------------<~-------------------------('!}__________________________
<~-------------------------@ __________________________
_Q}__________________________
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEASOOl
12/22/10
Donors Trust,
Inc.
52-2166327
Page2
!IB.a'r.tllllJ
!dentifica.~i~n~f Related Organizations Taxable as a Par:tnership(Complete if the organization answered 'Yes' to Form 990, Part IV, line 34
ScheduleR(Form990)2010
--.....
--.....
- I\,I---I-- II
1-1
(a)
I--\,---
(b)
Primary act1v1ty
\,,,1-1
11--\,1-1
1-..,
11,,I --
(d)
Direct
LeQal
domicile controlling entity
(state or
foreign
country)
(c)
.. --
_....,
...,_,
1,1
,....,,
._.,
(e)
Predominant
income
(related,
unrelated,
excluded
fromtaxunder
sections
512-514)
111,J
............ ,
II
1\,,,1
"'
(f)
Share of total
income
, ........
_,,
J --
(g)
Share of
end-of-year
assets
(i)
(h)
Code V-UBI
D1sproporamount in box
t1onate
allocations? 20 of Schedule
K-1
(Form 1065)
No
Yes
0)
General or
managing
partner?
Yes
(k)
Percentage
ownership
No
J1l _ - - - - - - - - - - -
---------------------------J2l ____________
--------------------------J3l - - - - - - - - - - - -
----------------------------
llP.:a'r.tJl~I
:~~~g~ation of ~ela~ed Organizations Taxable as a Corporation or Trust (Complete if the organization answered 'Yes' to Form 990, Part IV,
-- -- .....
- - - .. - - . ----- - --" .......
_.. ...- --- - -- -- _,.,_,. - ...--- - ... - - ---- - ..
:-,
(a)
(g}
(c)
(d}
(f)
(e}
(b)
Primary act1v1ty Legal domicile
Direct
Type of entity Share of total income Share of end-of-year
assets
(state or foreign controlling entity (C corp, S corp,
country)
or trust)
(h}
Percentage
ownership
J1l - - - - - - - - - - - - - - - - - - - - - - - - - - - -
----------------------------------------------------------J~----------------------------
----------------------------------------------------------J~----------------------------
----------------------------------------------------------BAA
TEEA5002 12107110
Donors
Trust,
52-2166327
Inc.
Pa_g_e
3
[Part.VJ Transactions With Related Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34, 35, 35a, or 36.)
Yes I No
Note. Complete line 1 1fany entity 1slisted 1nParts II, Ill, or IV of this schedule.
During the tax year did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
1a1-r
a Receipt of (i) interest (ii) annwt1es (iii) royalties (iv) rent from a controlled entity
b Gift, grant, or capital contribution to other orgarnzat1on(s) .
1b X
1c I X
1d
1e
. ..
_J
--1f
X
X
X
X
1a
1h
1i
--~
....
1'
1k
1I
1m
1n
x
x
x
_,_,_J
I Ix
,o
1__!!_X
other organizat1on(s)
If the answer to any of the above 1s'Yes,' see the instructions for information on who must compJete this line, 1nclud1~ covered relat1onsh1psand transaction thresholds.
(a)
Name of other organization
0)N/A - No controlled
entities
as defined
(b)
Transaction
type (a-r)
cc>
Amount involved
____J
x
x
(d)
Method of determining
amount involved
ill
(3)
(4)
(5)
_@
BAA
TEEA5003 12/23/10
!Part
Donors
VI!Unrelated Organizations
Trus~
52-2166327
Inc.
Pa_g_e
4
Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 37.)
Provide the following information for each enti!y taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross
revenue) that was not a related organization. See Instructions regarding_exclusion for certain investment partnerships.
I Primary(b)act1v1ty I
(a)
Name, address, and EIN of entity
~l _____________________________
(c)
Legal dom1c1le
(state or foreign
country)
(d)
(e)
Areall partners Share of end-of-year
sect1on
assets
50l(c)(3)
organizations?
Yes
No
(f)
(g)
D1spropor- Code V-UBI amount
tionate
1nbox 20 of
allocations?
Schedule K-1
Form (1065)
Yes
No
(h)
General or
managing
partner?
Yes
No
J~-----------------------------J31_ - - -- -- - - - - - - - - ----
----
-- - -- - _,
J~-----------------------------JSl _ - - - - - - - ----
- - - -- ----
- --- - - - - -,
J~-----------------------------fil _ - - - - - - ----
- -- - -- - - ------
----
_,
J~-----------------------------BAA
TEEA5004
12/23/10
Donors Trust,
IUia'ra\9:111
Supplemental Information
Schedule R (Form 990) 2010
Inc.
52-2166327
Page 5
Complete this part to provide additional information for responses to questions on Schedule R
(see instructions).
BAA
TEEA5005
07/16/10
52-2166327
Code: ___
Expenses
Grants Of
Revenue
Description:
2 3 8, 7 0 0.
O.
39, 936.
Code: ___
Expenses
Grants Of
Revenue.
Description:
316,059.
O.
0.
Code: ___
Expenses
Grants Of
Revenue
Description:
120, 358.
O.
Code: --Expenses
Grants Of
Revenue
Description:
92, 832.
O.
0.
O.
52-2166327
Continued
Describe the exempt purpose achievements for each of the organization's other program
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, 1f any, for
each program service reported.
Code:
Description:
6 DEGREES PROJECT.
SEEKS TO CREATE OPPORTUNITIES
Expenses
113, 0 67.
TO LEVERAGE AND AMPLIFY THE VOICES OF THOSE ADVANCING LIBERTY AND
Grants Of
O. TO CREATE OPPORTUNITIES FOR STRATEGIC PARTNERSHIPS AND ALLIED
Revenue .
0. RELATIONSHIPS WITH THE INTELLECTUAL VOICES THAT MATTER MOST. THE
"SIX DEGREES OF SEPARATION" NOTION IS THAT CERTAIN PEOPLE AND THEIR
A DEBATE.
52-2166327
Form
990 p 9/Noncash
Description
Contribution
of marketable
Amount
securities
2,122,964.
2,122,964.
Total
Form
990 p 9/Sales
of
Securities
Amount
Description
Proceeds
from
sale
of
2,976,432.
securities
2,976,432.
Total
Form
990 p 9/Gross
Basis
Amount
Description
Book basis
of
securities
Amount
sold
2,909,189.
2,909,189.
Total
11,
column
(A)
Description
Various
Eublicl~
traded
2000 Shrs Walgreens
80 Shrs BP
40 Shrs XOM
300 Shrs RAX
120 Shrs CRM
Total
mutual
Amount
funds
1,542,114.
73,440.
4,638.
2,728.
6,255.
8,852.
1,638,027.
52-2166327
11,
column
(B)
Amount
Description
Various
publicly
traded
2,979,850.
securities
2,979,850.
Total
XI,
Line
Amount
Description
Unrealized
gains
Previous
year adjustment
Legal
fee recover
treated
as expense
and revenue
reduction
for book purposes
for tax purposes
as reduced
Increase
in legal
fees treated
of recovery
for books purposes
as a result
106,819.
5,000.
-39,936.
Total
111,819.
39,936.
Sch D, page
2/Part
V,
line
le
col
(a)
Description
Program
related
direct
Amount
expenses
1,912,824.
1,912,824.
Total
Sch D, page
2/Part
V, line
le
Description
Program
Total
related
direct
expenses
col
(b)
Amount
976,327.
976,327.
52-2166327
Sch D, page
2/Part
V, line
le
col
(c)
Amount
Description
Program
related
direct
1,103,256.
expenses
1,103,256.
Total
Sch D, page
4/Part
XI,
Line
7
Amount
Description
Prior
year
intracompany
audit adjustment
expense
related
to
5,000.
5,000.
Total
Sch D, page
4/Part
XI,
Line
Description
Amount
Recovery
of legal
fees treated
as expense
reduction
for book purposes
Increased
revenue
for legal
fees treated
as expense
reduction
for book purposes
-39,936.
39, 936.
Total
0.
Sch D, page
4/Part
XII,
Line
2d
Description
Prior
pried
audit
Amount
adjustment
5,000.
5,000.
Total
Sch D, page
4/Part
XII,
Line
4b
Description
Legal
fee
recovery
treated
Amount
as revenue
for
39,936.
52-2166327
Continued
Supporting Statement of:
Sch D, page
4/Part
XII,
Line
4b
Amount
Description
tax eurposes
eurposes
Contribution
book but not
and
exeense
reduction
for
book
treated
as intra-Organization
tax eureoses
for
400,000.
439,936.
Total
Sch D, page
4/Part
XIII,
Line
4b
Amount
Description
Legal
fee award treated
as revenue
for
reduction
eurposes
and exeense
for
Grant treated
as intra-Corneany
but not tax eurposes
Total
for tax
book
book
39,936.
400,000.
439,936.