Form

990

1nterna1
Revenue
service

A Forthe 2007calendaryear, or tax year beginning

DAddress
change

oName
change
olmtial
return

SEP 1 , 2 0 0 7

and ending

C Nameof orgamzat1on
Please
useIRS
labelor
pnntor

type
See

Specific

INSTITUTE

AUG 31 , 2 0 0 8
D Employeridentificationnumber

FOR HUMANE STUDIES

94-1623852

I440

Room/suite ETelephonenumber

Numberandstreet(or P.O.box 11ma1l1snot deliveredto streetaddress)

3301

No 1545-0047

2007

Undersection 501(c),527, or 4947(a)(1)of the InternalRevenueCode(exceptblack lung

benefittrust or privatefoundation)
.... Theorgamzatmn
mayhaveto usea copyof this returnto satisfystatereportingrequirements.

Department of the Treasury

B Check
If
applicable

OMB

Return of Organization Exempt From Income Tax

NORTH FAIRFAX DRIVE

Ins true
OTermin
Crtyor town, stateor country,andZIP+ 4
hons
ation
OAmended
!ARLINGTON, VA 22201-4432
return
DAppl1cat1on Section501(c)(3)organizationsand4947(a)(1)nonexemptcharitabletrusts
pending
mustattacha completedScheduleA (Form990 or 990-EZ).

703-993-4880
F AccounMg
mettled LJ CashLXJAccrual
oother
....
(specify)

Hand I are not appltcable to section 527 orgamzat,ons

H(a) Is this a groupreturnfor affiliates? Dves
00No
H(b) If "Yes,"enternumberof affiliates....
NIA
Website:... WWW.
THEI HS. ORG
) .....(insert
no) LJ 4947(a)(1)or I I 527 H(c) Areall aff1l1ates
Organizationtype (check
onlyone).... LXJ501(c)( 3
included? N/A Dves
0No
(If "No,"attacha list)
Checkhere .... LJ 11the orgamzatmn
1snot a 509(a)(3)supportingorgamzat1on
andits gross
H(d) Is this a separatereturnfiled by an orgamzat1on
coveredby a groupruling? Dves
receiptsare normallynot morethan$25,000.A return1snot required,but 11the orgamzat1on
00No
choosesto file a return,besureto file a completereturn.
N/A
I GroupExemptionNumber....
M Check.... LJ 11the orgamzat1on
1snot requiredto attach
Sch_8 (Form990,990-EZ,or 990-PF).
Grossreceipts:AddImes6b, Bb,9b, and 10bto lme 12....
7,040,362.

G
J
K

I Part 11 Revenue, Expenses, and Changes in Net Assets or Fund Balances

1
a
b
c
d
e
2
3
4
5
6a
b
c
7
8a

Cl)

:::,

c
~
Cl)

cc

b
c
d
9
a
b
c
10 a
b
c
11
12
13
14
15
16
17
18
19
20
21

fl)

Cl)
fl)

Cl)

Ir

fl)

a,";

z:ll
<(
O<JO

12-21-01

14301208

gifts,grants,andsimilaramountsreceived:
Contnbut1ons,
Contnbut1ons
to donoradvisedfunds
1a
5,764,591.
Directpublicsupport(not includedon lme 1a)
1b
Indirectpublicsupport(not includedon line 1a)
1c
Government
contnbutmns(grants)(not includedon line 1a)
1d
5,644,950.
119 I 641. )
noncash$
Total(addImes1athrough 1d) (cash$
Programservicerevenueincludinggovernmentfeesandcontracts(from PartVII,lme93)
Membershipduesandassessments
Intereston savingsandtemporarycashinvestments
Dividendsand interestfrom securities
Grossrents
Sa
Sb
Less:rentalexpenses
Netrentalincomeor (loss).Subtractlme6b from line6a
)
Otherinvestmentincome(describe....
(A) Securities
(8) Other
Grossamountfrom salesof assetsother
403,541.
thaninventory
Ba
426,529.
Less:cost or otherbasisandsalesexpenses
Sb
Ga"nr 11---' '-"--'<22,988. t>Bc
(A) and(8)
STMT 1
Ne gamo~eeEtVEf3column
--=-',__'
-- ei le). If anyamount1sfrom gaming,checkhere .... D
Sp~c1al-
ofcontnbuhons
reported
onhnelb)
9a
Grose:, ue(n~t)
n 'lnnn
~
9b
Le {ii ectexpe s o~r ttilhl"ftindr 1j expenses
P.V~"
~ btractlme9b from line9a
Ne me lmP.nr lloss\ from snP.c1;il
owances
Gr
1oa
rs:~~~11JtxN~
rtj,and
a
10b
Le
Grossprofitor (loss)from salesof inventory(attachschedule).Subtractline 10bfrom line 10a
Otherrevenue(from PartVII,lme 103)
Total revenue.AddImes1e,2, 3, 4, 5, 6c, 7, Bd,9c, 10c,and 11
Programservices(from lme44, column(8))
Management
andgeneral(from line44, column(C))
Fundra1smg
(from lme44, column(D))
Paymentsto affiliates(attachschedule)
Total expenses.AddImes16 and44, column(A)
Excessor (def1c1t)
for the year.Subtractline 17from lme12
Netassetsor fund balancesat begmmngof year(from lme73, column(A))
Otherchangesm netassetsor fund balances(attachexplanation)
SEE STATEMENT 2
Netassetsor fund balancesat endof year.CombineImes18, 19,and20

I
I

,!~

LHA

IHS

2007.05065

5,764,591.
738,683.
28,377.
99,745.

*
4

Sc
7

<22,988.

Bd

>

For PrivacyAct and PaperworkReductionAct Notice,seethe separateinstructions.

786783

1e
2
3
4
5

1
INSTITUTE

'

9c

'

"::i

10c
11
12
13
14
15
16
17
18
19
20
21

5,425.
6,613,833.
5,966,082.
389,122.
544,509.
6,899,713.
<285,880.
3,914,630.
<24,887.
3,603,863.

>
>

~Form990(2007)

FOR HUMANEST~\IHS
.....,

---

INSTITUTE

Fom1990(2007)

I.~art;.11IStatement

of
Functional Expenses

FOR HUMANESTUDIES

94-1623852

Do not include amounts reported on /me

6b, Bb, 9b, 1Ob, or 16 of Part I

(B) Program
services

(A)Total

(C) Management
and general

noncash $

If this amount Includes foreign grants, check here

s5 6 7 , 0 6 8 noncash

)'

;!' ''

';' ..it;
0.
~LJ

If this amount includes foreign grants, check here ......

0.
LJ

23 Spec1f1cassistance to 1ndiv1duals(attach
schedule)
24 Benefits paid to or for members (attach
schedule)
25a Compensationof currentofficers,directors,key
employees,etc. listedm PartV-A

"

(.}'

,- ;

"

S!I'~filEM " ,.....';; '/- ~.' ...,

tj'tljtr: ,,.
)ttj
.&, . ,,
... f ::11,,;!
. ' .. '

,. . ;
' ..
'

ltf{;*;
,:.

d.

22b

567,068.

567,068.

'':'\:

23

' t..

flTu ~(

24

43 Other expenses not covered above (1tem1ze):

43a
a
43b
b
43c
c
43d
d
43e
e
431
t
43g
g SEE STATEMENT 3

44

'

449,266.

218,619.
0.

1,775,692.

'

-<.

:">~':t,:,
;,

.~

'

157,567.

.,...

':

..

.
0.

89,171.

123,805.

10,070.
13,989.

91,330.
126,585.

9,103.
17,294.

23,445.
14,005.
82,797.
14,610.
200,629.
292,113.
26 041.
261,494.
347,510.
2,063,451.

0.
2,711.
77,638.
10 591.
92,150.
233,691.
20,833.
151,797.
340,933.
2,042,981.

23,445.

..

'

0.

110,503.
157,868.

'~

73,080.

0.

1,562,716.

> \;;

),

:f~- '-~'.4~-:,:.,'
.t v\v
i;';,", :.::::~~:f! :;
+
'f' ~#,..~ '1'''
' ,,

25a
b Compensationof former officers,directors,key
25b
employees,etc. listedm PartV-B
c Compensation
and other distributions,not included
above,to d1squal1f1ed
persons(as definedunder
section4958(1)(1))and personsdescribedm
section4958(c)(3)(B)
25c
26 Salaries and wages of employees not
included on lines 25a, b, and c
26
27 Pension plan contnbut1ons not included on
27
lines 25a, b, and c
28 Employee benefits not included on lines
28
25a-27
29
29 Payroll taxes
30
30 Professional fundra1s1ngfees
31
31 Accounting fees
32
32 Legal fees
33
33 Supplies
34
34 Telephone
35
35 Postage and sh1pp1ng
36
36 Occupancy
37
37 Equipment rental and maintenance
38
38 Pnnt1ngand publications
39
39 Travel
40
40 Conferences, conventions, and meetings
41
41 Interest
42 Deprec1at1on,depletion, etc. (attachschedule) 42

44 Total functional expenses.Add Imes22athrough

completingcolumns(B)-(D),
43g. (Orgamzat1ons
carrythesetotalsto Imes13-15)

;):if.
:\.\~r.m

22a

22b Other grants and allocations (attach schedule

(cash

(D) Fundra1smg

..,1,,,...

22a Grants paid from donor advised funds

(attach schedule)
(cash S

Page2

All orgamzat1ons
must completecolumn(A). Columns(B), (C),and (D) arerequiredfor section501(c)(3)
and (4) orgamzat1ons
and section4947(a)(1)nonexemptcharitabletrusts but optionalfor others.

o.

0.
3,438.
2,525.
1,222.
32,132.
2,865.

o.

663.
4 891.
t

11,294.
1,721.
1,494.
107,257.
26,290.
2,343.
109,697.
5,914.
15,579.

119,714.

95,771.

13,169.

10,774.

393,507.

330,668.

31,637.

31,202.

389,122.

544,509.

6,899,713.

5,966,082.

Joint Costs. Check ~ LJ if you are follow1ng SOP 982.

solic1tat1on
reportedm (B) Programservices?
Are any Jointcosts from a combmededucationalcampaignand lundra1smg
If "Yes; enter(i) the aggregateamountof these1omtcosts$
NI A
; (ii) the amountallocatedto Programservices$

~iii~the amountallocatedto Managementand general$

23 11

NI A

; and (iv) the amountallocatedto Fundra1smg

$

Form990 (2007)

12-21-01

14301208

786783

!HS

~ D Yes [XJ No
NI A
__ __:;~=--NI A

2007.05065

2
INSTITUTE

FOR HUMANESTUDIE IHS~_l

INSTITUTE

Fonn 990 (2007)

IPart,111IStatement

FOR HUMANESTUDIES

of Program Service Accomplishments

9 4-16 2 3 8 5 2

Page 3

(See the mstruct,ons.)

Fonn 990 ,s available for pubhc 1nspect1onand, for some people, serves as the primary or sole source of infonnat,on about a particular organization.
How the pubhc perceives an organization ,n such cases may be detenn,ned by the 1nformat1onpresented on ,ts return Therefore, please make sure the
return ,s complete and accurate and fully descnbes, in Part Ill, the organization's programs and accomplishments.
What is the organization's pnmary exempt purpose? .....

SEE STATEMENT 6

All organizations must descnbe their exempt purpose achievements ,n a clear and concise manner. State the number of
chants served, pubhcat1ons issued, etc. Discuss achievements that are not measurable. (Section 501(c)(3) and (4)
organizations and 494 7(a)(1) nonexempt chantable trusts must also enter the amount of grants and allocations to others.)

Program Service
Expenses
(Requiredfor 501(c)(3)
and (4) orgs., and
4947(a)(1) trusts; but
optmnalfor others.)

SEE STATEMENT 5

..... LJ
THE ADVANCED ACADEMIC PROGRAMS
DEPARTMENT WORKS TO DEVELOP TALENTED YOUNG PEOPLE WHO ARE
INTERESTED IN CAREERS IN ACADEMIA. IT ACCOMPLISHES THIS
THROUGH MENTORING, CAREER DEVELOPMENT SEMINARS,
SCHOLARSHIPS, FELLOWSHIPS, FOCUSED RESEARCH WORKSHOPS, AND
STRATEGIC GRANTS.
5 6 7 , 0 6 8 . ) If this amount includes foreign grants, check here ..... LJ
(Grants and allocations
$
c COMMUNICATORSPROGRAM - THE COMMUNICATORSPROGRAM DEPARTMENT
ASSISTS YOUNG PEOPLE INTERESTED IN CAREERS IN POLICY,
THE DEPARTMENT ACCOMPLISHES
JOURNALISM, AND CREATIVE MEDIA.
THIS THROUGH SCHOLARSHIPS, INTERNSHIPS, STRATEGIC GRANTS,
EDUCATIONAL SEMINARS, MENTORING AND NETWORKING.
(Grants and allocations

) If this amount includes foreign grants, check here

1,929,755

1,915,010

1,274,078

b ADVANCEDACADEMIC PROGRAMS -

) If this amount includes foreign grants, check here

..... LJ
THE STUDENT MARKETING DEPARTMENT MARKETS
PROGRAMS TO STUDENTS AND INTRODUCES NEW
THE INSTITUTE'S
AUDIENCES TO THE IDEAS OF LIBERTY THROUGH PRINTED MATERIALS,
E-MAILS, WEBSITES, DIRECT MAIL, NETWORKING, AND PAID
ADVERTISEMENTS.
(Grants and allocations

d STUDENT MARKETING -

(Grants and allocations

$
Other program services (attach schedule)
(Grants and allocations

) If this amount includes foreign grants, check here

..... l J

478,769.

SEE STATEMENT 7
) If this amount includes foreign grants, check here

f Total of Program Service Expenses (should equal hne 44, column (B), Program services)

..... D

368,470
5,966,082.

Form 990 (2007)

723021
12-27-07

14301208

786783

!HS

2007.05065

3
INSTITUTE

FOR HUMANE STUDIE IHS __

INSTITUTE FOR HUMANESTUDIES

Form 990 (2007)

I Part

IV I Balance ~neets

(See the mstruct,ons

94-1623852

Note: Where reqwred, attached schedules and amounts wtthm the descnpt,on column
should be for end-of-year amounts only

45

Cash non-interest-beanng

46

Savings and temporary cash investments

Page4

J
(A)

(B)

Begmnmgof year

End of year

86,751.
2,881,642.
471,239.

47a

47 a Accounts receivable

200,012.

47b

b Less: allowance for doubtful accounts

46

491,409.
985,156.

47c

471,239.

45

--

48 a Pledges receivable
b Less allowance for doubtful accounts
49

48a

--48c

48b

47,580.

Grants receivable

49

645,500.

50 a Receivables from current and former officers, directors, trustees, and

50a

key employees
b Receivables from other d1squallf1edpersons (as defined under section

....

50b

4958(1)(1))and persons descnbed 1nsection 4958(c)(3)(8)

U)

Cl)

I 51a i

51 a Other notes and loans receivable

U)

:I!

52

Inventories for sale or use

53

Prepaid expenses and deferred charges

--

51b

b Less: allowancefor doubtful accounts

51c
52

54 a Investments - publicly-traded secunt1es

b Investments other secunt1es

STMT 9 ~
STMT 8 ~

Dcost

00FMV

Dcost

[Kl

FMV

28,524.
708,077.
92,352.

53
54a
54b

55 a Investments land, buildings, and

.'

55a

equipment: basis

69,723.
513,814.
80,112.

'

''

....___'.'...

55b

b Less: accumulated deprec1at1on

56

55c
56

Investments other

I 51a I

57 a Land, bu1ld1ngs,and equipment. basis

57b

b Less accumulated deprec1at1on

1,329,064.
653,328.

160,284.

--

57c

58

Otherassets, mcludmgprogram-relatedinvestments

59

Total assets (must equal line 74). Add lines 45 throuqh 58

60

Accounts payable and accrued expenses

61

Grants payable

61

62

Deferred revenue

62

63

Loans from officers, directors, trustees, and key employees

(describe ~

OTHER

3,000.
4,208,222.
254,002.

58
59
60

675,736.
30,652.
3,963,341.
326 911.
I

U)

Cl)

""
:c

63

64 a Tax-exempt bond llab1llt1es

Ill

64a
64b

b Mortgages and other notes payable

::i

GIFT ANNUITY

65

Otherllab1ht1es
(describe ~

66

Total liabilities. Add lines 60 throuqh 65

Organizations

that follow SFAS 117, check here~

LXJand complete

39,590.

65

32,567.

293,592.

66

359,478.

lines

67 through 69 and lines 73 and 74.

U)

67

Unrestricted

Ill

68

Temporanly restncted

69

Permanently restncted

Cl)

c:
ni

m
'ti
c:
:::,

..

Organizations

LL

2,157,459.
1,641,981.
115,190.

L
67
68
69
_..-,

that do not follow SFAS 117, check here ~ Dand

'

complete lines 70 through 74.

c.o.....;__

U)

70

Capital stock, trust pnnc1pal, or current funds

70

ai
U)

71

Pa1d-1nor capital surplus, or land, building, and equipment fund

71

<(

72

Retained earnings, endowment, accumulated income, or other funds

72

'i

73

Total net assets or fund balances. Add Imes67 through 69 or Imes70 through 72.

74

(Column(A) must equal lme 19 and column (8) must equal line 21)
Total liabilities and net assets/fund balances. Add Imes66 and 73

U)

1,325,699.
2,160,670.
117,494.

3,914,630.
4,208,222.

~73
74

3,603,863.
3,963,341.
Form 990 (2007)

723031
12-27-07

14301208

786783

!HS

2007.05065

INSTITUTE FOR HUMANESTUDIE IHS~_l

INSTITUTE FOR HUMANESTUDIES

Form990(2007)

IPart;:IV-A I Reconc1hat1on of Revenue per Audited

94-1623852

Page5

Financial Statements With Revenue per Return (See the

instructions)

a Total revenue, gains, and other support per audited f1nanc1alstatements

b
1
2
3
4

6,588,946.

<24,887.
6,613,833.

d
e

6,613,833

b
c

6,899,713.

Amounts included on line a but not on Part I, line 12:

<24,887.1>

b1
b2
b3
b4

Net unrealized gains on investments

Donated services and use of fac11it1es
Recovenes of pnor year grants
Other (specify).
Add lines b1 through b4

Subtract line b from line a

d Amounts included on Part I, line 12, but not on line a:
1 Investment expenses not included on Part I, line 6b

I d1 I

2 Other (specify)
Add lines d1 and d2
e Total revenue (Part I, line 12). Add lines c and d

I Part

>

d2

......

o.
.

I Reconc111at1onof t:.x.penses per Auaned Financial ~tatements with Expenses per ieium
a Total expenses and losses per audited financial statements
6,899,713.
a
b
1
2
3
4

!V-B

Amounts included on line a but not on Part I, line 17:

Donated services and use of fac11it1es

b1
b2
b3
b4

Pnor year adJustments reported on Part I, line 20

Losses reported on Part I, line 20
Other (specify)
Add lines b1 through b4

Subtract line b from line a

Amounts included on Part I, line 17, but not on line a:

d
1 Investment expenses not included on Part I, line 6b
2 Other (specify):
Add lines d1 and d2
e Total expenses (Part I, line 17) Add lines c and d

0.

I d1 I
d2
d

...... e

I Part V-A I Current umcers, Directors,

6,899,713

0.
.

l rustees, and Key Employees (List each person who was an officer, director, trustee,
or key employee at any time dunng the year even 1fthey were not compensated.) (See the mstruct,ons)
11:1
J I 1tleand averagehours (C) Compensation \lllContnbutlons to
(E) Expense
1
(A)Nameand address
per weekdevotedto
(If not paid, enter ~'I'fn'i~e~~=~:~
accountand
compensat,on plans other allowances
pos1t1on
-0-.)

SEE STATEMENT 10

433,179.

16,087.

0.

Form990 (2007)
723041

1227-07

14301208

786783

IHS

2007.05065

INSTITUTE FOR HUMANESTUDIE IHS __

INSTITUTE FOR HUMANESTUDIES

rustees, an

mp oyees

9 4 - 16 2 3 8 5 2
(continued)

Page

Yes No

75 a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board
meetings
~ _______

1_1_

b Are any officers, directors, trustees, or key employees hsted 1nForm 990, Part V-A, or highest compensated employees
hsted 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed 1nSchedule A,
Part II-A or 11-B,related to each other through family or business relat1onsh1ps?If "Yes," attach a statement that 1dent1f1es
the 1nd1v1dualsand explains the relat1onsh1p(s)
SEE STATEMENT

75b

c Do any officers, directors, trustees, or key employees hsted in Form 990, Part V-A, or highest compensated employees
hsted in Schedule A, Part I, or highest compensated professional and other independent contractors hsted 1nSchedule A,
Part II-A or 11-B,receive compensation from any other organizations, whether tax exempt or taxable, that are related to the
organization? See the 1nstruct1onsfor the def1nit1onof "related organization."

75c

11

If "Yes," attach a statement that includes the information descnbed in the instructions.
d Does the organization have a wntten conflict of interest pohcy?

Part V-B

Former
Benefits

fficers, Directors,

rustees, and Key Employees That Received Compensation

75d X
or Other

(If any former officer, director, trustee, or key employee received compensation or other benefits (descnbed below) dunng
the year, hst that person below and enter the amount of compensation or other benefits 1nthe appropnate column. Seethe instructions)
\\ii l;ompensat1on
(E)Expense
~~~~~:~~~~~~~:a account
(A) Nameand address
(B) Loansand Advances
(11not paid,
and
plans & deferred
enter -0-)
NONE
compensation plans other allowances

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

---------------------------------

I P,arpfl I Other Information

Yes

(See the mstruct,ons.)

''

76

Did the organization make a change in its act1v1t1esor methods of conducting act1v1ties?If "Yes," attach a detailed
statement of each change

76

77

Were any changes made 1nthe organizing or governing documents but not reported to the IRS?

77

~~-)

If "Yes," attach a conformed copy of the changes.

78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?

Was there a liqu1dat1on,d1ssolut1on,termination, or substantial contraction dunng the year? If "Yes," attach a statement

LJ

and check whether rt 1s

81 a Enter direct and indirect polrt1calexpenditures (See hne 81 instructions.)
b Did the organization file Form 1120-POL for this year?

exempt or

I a1a I

78b

aoa

LJ nonexempt
0.

f'.\r
~':t~}~

3S;;',;
, .,,~~)\'
......

. /,

!HS

2007.05065

:~'"'

-~>

81b
Form ~~u (2007)

786783

723161/12-27 -07

14301208

'

79

membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?

N/A

},

' ~'
\k '.;i;

80 a Is the organization related (other than by assoc1at1onwrth a statewide or nat1onw1deorganization) through common
b If "Yes," enter the name of the organization~

78a

N/A

b If "Yes," has rt filed a tax return on Form 990-T for this year?
79

No

:_:__:_J

INSTITUTE FOR HUMANESTUDIE IHS~_l

INSTITUTE

Fom, 990 (2007)

lPart>,VII Other Information

FOR HUMANE STUDIES

94-1623852

Page7

Yes No

(continued)

82 a Did the organization receive donated services or the use of matenals, equipment, or fac11it1es
at no charge or at substantially
less than fair rental value?
b If "Yes," you may indicate the value of these items here. Do not include this
amount as revenue in Part I or as an expense 1nPart II.

82a

(See instructions 1nPart Ill.)

l~8_2b~I
___
83 a Did the organization comply with the public 1nspect1onrequirements for returns and exemption applications?
b Did the organization comply with the disclosure requirements relating to qwd pro quo contnbut1ons?

N_I_A_---t __

84 a Did the organization solicit any contnbut1ons or gifts that were not tax deductible?

NI A

X
X

83a
83b
84a

b If "Yes," did the organization include with every solic1tat1onan express statement that such contnbut1ons or gifts were not
tax deductible?
N/ A
85 a 501 (c)(4), (5), or (6). Were substantially all dues nondeductible by members?
A
b Did the organization make only in-house lobbying expenditures of $2,000 or less?
N/ A

_J

--84b --

NI

85a
85b

If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year.
c Dues, assessments, and similar amounts from members
NIA
85c
d Section 162(e) lobbying and political expenditures
NIA
85d
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices
NIA
85e
I Taxable amount of lobbying and political expenditures (line 85d less 85e)
851
NIA
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?
NIA

' ,{l

--

,'

'"

';,

~-

85g

h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f
to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the

NIA

following tax year?

86

line 12
b Gross receipts, included on line 12, for public use of club fac11it1es
87

85h

501(c)(7) organizations Enter: a lnit1at1onfees and capital contnbut1ons included on

86a
86b
87a

501(c)(12) organizations Enter a Gross income from members or shareholders

b Gross income from other sources. (Do not net amounts due or paid to other sources

'

NIA
NIA
NIA

"

1--/'

87b
NIA
88 a At any time dunng the year, did the organization own a 50% or greater interest 1na taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301. 7701-2 and 301 7701-3?

\. ,,' -; I

against amounts due or received from them.)

88a

--

'

'

_J

....88b

89 a 501 (c)(3) organ,zat,ons Enter: Amount of tax imposed on the organization dunng the year under:

0 ; section4912....

;jj

--

If "Yes," complete Part IX

b At any time dunng the year, did the organization, directly or indirectly, own a controlled entity w1th1nthe meaning of
section 512(b)(13)? If 'Yes," complete Part XI

section4911....

-::.<.f
''
~

0 ; section4955 ....

---------Did the organization engage 1nany section 4958 excess benefit

0.

b 501(c)(3) and 501(c)(4) organizations

transaction during the year or did 1t become aware of an excess benefit transaction from a prior year?
If "Yes," attach a statement explaining each transaction

:t,

:.ri,j ,/ .- _,
~ ,.j-1 '}

~~-

89b

c Enter. Amount of tax imposed on the organization managers or d1squalif1edpersons dunng the year under

't

";J'

....
0 .i '. ' '
sections 4912, 4955, and 4958
d Enter: Amount of tax on line 89c, above, reimbursed by the organization
.... _________
O_. -...:..!--..... - ~
e All organizations. At any time dunng the tax year, was the organization a party to a prohibited tax shelter transaction?
89e
X
f A// organizations. Did the organization acquire a direct or 1nd1rectinterest 1nany applicable insurance contract?
891
X
'
g For supporting organizations and sponsonng organ,zat,ons maintaining donor advised funds Did the supporting organization, -~:',
or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? NI A
89g
90 a List the states wrth which a copy of this return 1sfiled....
SEE STATEMENT 12
b Number of employees employed 1nthe pay penod that 1n-c-lu_d_e_s_M_a_r_c_h_1_2_,
-20_0_7----------~!-9_0_b_,!---------~3-7

---------=--

Thebooksaremcareof .... THE ORGANIZATION

Telephoneno
..... (703)
Locatedat.... 3301
NORTH FAIRFAX DRIVE, #440,
ARLINGTON, VA
ZIP+4 ....
b At any time dunng the calendar year, did the organization have an interest 1nor a signature or other authonty over
a f1nanc1alaccount 1na foreign country (such as a bank account, secunt1es account, or other financial account)?
If "Yes," enter the name of the foreign country .... _____
N_I_A
____________________
_

91a

993-4880
22201-4432
Yes No
91b

See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank
and F1nanc1alAccounts.

723162 / 12-27-07

14301208

786783
---------

IHS

2007.05065

7
INSTITUTE

FOR HUMANE STUDIE

IHS __

!
i

INSTITUTE

Fonn 990 (2007)

FOR HUMANE STUDIES

Page 8

9 4 -16 2 3 8 5 2

Yes No

91c

c At any time dunng the calendar year, did the organization ma1nta1nan office outside of the United States?
If "Yes," enter the name of the foreign country ~
N/ A

~~~~~~~~~~~~~~~~~~~~~~~~~

92

Section 4947(a)(1) nonexempt chantable trusts filing Fonn 990 m heu of form 1041- Check here
and enter the amount of taJ<-exemptinterest received or accrued dunng the taJ<year
I Part VII I Analysis of Income-Producing Act1v1t1es(See the instructions)
Excluded by section
unre1aea ousinessincome
Note: Enter gross amounts unless otherwise

(A)

indicated

Business
code

93 Program service revenue:

a ADMINISTRATIVE

(C)

(B)
Amount

Exclus1on
code

I 92 I

N/A

512, 513, or 514

(E)
Relatedor exempt
function income

(D)
Amount

FEES

738,683.

c
d

e
I Med1care/Med1ca1dpayments
g Fees and contracts from government agencies
94 Membership dues and assessments
95 Intereston savingsand temporarycash investments
96 D1v1dendsand interest from secunt1es
97 Net rental income or (loss) from real estate:
a debt-financed property
b not debt-financed property
98 Net rental income or (loss) from personal property
99 Other investment income
100 Gain or (loss) from sales of assets
other than inventory
101 Net income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
103 Other revenue:

14
14

28,377.
99,745.

18

<22,988.

>

5,425.

a OTHER INCOME
b

c
d

l?;:trtVIIII
Line No.

Relationship of Act1v1t1esto the Accomplishment

105,134.

0."'

104 Subtotal (add columns (8), (D), and (E))

105 Total (add line 104, columns (8), (D), and (E))
Note: Lme 105 plus /me 1e, Part /, should equal the amount on /me 12, Part I.

of ~empt

744,108.

Purposes (See the instructions)

Explainhow eachact1v1ty
for which income1sreportedin column (E) of PartVII contributedimportantlyto the accomplishmentof the organization's
exemptpurposes(other than by providingfunds for such purposes).

SEE STATEMENT 13

I Pai:t

I~~ I

Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions)
{ti)

\I\J

Name,address,and EINof coioratmn,

partnership,or d1sregarde entity

N/A

Percentageof
ownershipinterest
%

{U)

l"I

Natureof act1v1t1es

Total income

{t)
End-of- ear
asses

%
%
%

IPa~:X I Information Regarding Transfers Associated with Personal Benefit Contracts (See the instructions)
LJYes
()a Didthe organization,during the year,receiveany funds, directlyor indirectly,to pay premiumson a personalbenefitcontract?
(b) Did the organization,during the year,pay premiums,directlyor indirectly,on a personalbenefitcontract?
Note: If 'Yes" to (b), fife Form 8870 and Form 4720 (see instructions).

Oves

LXJNo
[XJ No

Form990 (2007)

723163
12-27-07

14301208

786783

!HS

2007.05065

INSTITUTE

FOR HUMANE STUDIE IHS~_l

INSTITUTE

Fonn990(2007)

IPart-XI

FOR HUMANE STUDIES

94-1623852

information Regarding Transfers To and From Controlled Entities.

control/mg organization as defined ,n section 512(b)(13)
N/ A

Page9

Complete only 1f the organization 1sa

Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If "Yes,"
complete the schedule below for each controlled entity.
(A)
Name, address, of each
controlled entity

-----------------------------------------------------------------

-----------------------------------------------------------------

-----------------------------------------------------------------

(8)
Employer
Identification
Number

(C)
Description of
transfer

Totals

(D)
Amount of
transfer

'

Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined 1nsection 512(b)(13) of the Code? If "Yes,"
complete the schedule below for each controlled entity
(A)
Name, address, of each
controlled entity

-----------------------------------------------------------------

-----------------------------------------------------------------

-----------------------------------------------------------------

(8)
Employer
Identification
Number

(C)
Description of
transfer

(D)
Amount of
transfer

>

Totals

'

108 Did the organization have a b1nd1ngwntten contract

in

and complete 0'7.71't"

Please

Sign
Here

question 107 above?

of p:?fer

= ...w,~

=oo.- - ~ -~

an officer) Is based on all information of which preparer has any knowledge

~ ~ I

signatureot omcer

yours 1f
self-employed~
address, and
ZIP+ 4

V .....__,

GA~ .fia(_~C

Typeor prmt name

Preparer's ~
Paid
signature
Preparer's Firm's name (or
UseOnly

Yes No

effect on August 17, 2006, covenng the interest, rents, royalties, and

""'"
~~
,
-""~1L'""
=~~"-'"'

annuities described

in

"

title

rz l~

oo-. ooo,
,_

l'Z..-10-GQ
uate

II tz..fl.....
C'AJ ~ T/2.&4-5
l,neCK
Iuate
selfemployed
I Z,ff / ag
CA'

IT

RAFF~.' P. C .1
~1899
L STREET, NW, SUITE
WASHINGTON, DC 20036

Preparer's SSN or PTIN (See Gen Inst X)

EIN ~

900
Phoneno. ~

( 202)

822-5000
Form990 (2007)

723164/12-27-07

14301208

786783

IHS

2007.05065

9
INSTITUTE

FOR HUMANE STUDIE IHS~_l

SCHEDULE A

Organization

(Form 990 or 990-EZ)

OMB No 1545-0047

(ExceptPrivateFoundation)and Section501(e),501(1),501(k),
501(n), or 4947(a)(1)NonexemptCharitableTrust

Supplementary

Department of the Treasury

Internal Revenue Service

ameof the organization

Compensation

lnformation-(See

2007

separate instructions.)

MUSTbe completedby the aboveorganizationsandattachedto their Form990 or 990-EZ

Employeridentificationnumber

INSTITUTE
Part I

Exempt Under Section 501 (c)(3)

FOR HUMANE STUDIES

94 1623852

of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees

(Seepage1 of the instructions.List eachone.II therearenone,enter'None.")

, ...., vonmouuons to
\DJ I meanaaveragenours
\eJtxpense
benefit
(c) Compensation employee
perweekdevotedto
plans & deferred accountand other
pos1tmn
compensation
allowances

(a) Nameandaddressof eachemployeepaid

morethan$50,000

NIGEL ASHFORD:_3301 NORTH_FAIRFAX_DRt SR. PROGRAM CIFFICER

40.00
79,583.
SUITE 440, ARLINGTON, VA 22201-4432
JONATHAN FORTIER: 330l_N._FAIRFAX_DRt
DIR - ACAD. PROGRAMS
SUITE 440, ARLINGTON, VA 22201-4432
40.00
105,000.
CHRIS MARTIN:_3301
NORTH_FAIRFAX DR._ DIR - SEMINAFS
40.00
SUITE 440, ARLINGTON, VA 22201-4432
84,000.
KERI ANDERSON: 3301 NORTH FAIRFAX DR, DIR - MARKET!NG
SUITE 440, ARLINGTON, VA 22201-4432
~
40.00
63,083.
JOHN_SCHROCK:_3301 NORTH_FAIRFAX DR,_ DIR - TFY PRCJECTS
SUITE 440, ARLINGTON, VA 22201-4432
40.00
69,292.

3,584.

0.

2,393.

0.

3,218.

o.

3,515.

0.

2,999.

0.

Totalnumberof otheremployeespaid
over$50,000

'
~
1
'''
I Part II-A I Compensation of the Five Highest Paid Independent Contractors for Professional Services
(Seepage2 of the instructions.List eachone(whetherind1v1duals
or firms). If therearenone,enter"None.")
(a) Nameandaddressal eachindependent
contractorpaidmorethan$50,000

(b) Typeof service

(c) Compensatmn

-------------------------------------------NONE
----------------------------------------------------------------------------------------------------------------------------------

--------------------------------------------

~I

Totalnumberof othersreceivingaver
$50,000for professionalservices

--

I Part 11-BI Compensation of the Five Highest Paid Independent Contractors

'

,, - 1P: '.
for Other Services

,,

.'

,_

-' ,, "'
''

,,

(List eachcontractorwho performedservicesotherthanprofessionalservices,whethermd1v1duals

or
firms. If thereare none,enter"None."Seepage2 of the instructions.)
(a) Nameandaddressof eachindependent
contractorpaidmorethan$50,000

(b) Typeof service

APT I FY
1850 K STREET, NW, 3RD FL. , WASHINGTON, DC 20006CRM DEVELOPMENT
THE HINKEY COMPANY
MAIL HOUSE
9058 EUCLID AVE., MANASSAS, VA 20110
SERVICES
TOTAL FULFILLMENT SERVICES, LLC
126 MONROE TURNPIKE, TRUMBULL, CT 06611
IT CONSULTING
PANTHEON SOFTWARE
:WEBSITE
2020 NORTH 14TH ST., #700, -ARLINGTON, VA 22201
PEVELOPMENT
MAIL HOUSE
VRS CORPORATION
PO BOX 183, GREAT FALLS, VA 22066
SERVICES

~I

Totalnumberof othercontractorsreceivingover
$50,000for otherservices

123101112-21-01

14301208

!HS

2007.05065

411,235.
182,479.
111,892.
108,565.
76 891.
I

LHA For PaperworkReductionAct Notice,see the Instructionsfor Form990 andForm990-EZ.

786783

(c) Compensation

10
INSTITUTE

ScheduleA (Form990or 990-EZ)2007

FOR HUMANE STUDIE IHS~_l

9 4 - 16 2 3 8 5 2

IP,art Ill I Statements

About Activities

(Seepage2 of the instructions.)

Page2

Yes No

Duringthe year,hasthe organizationattemptedto influencenational,state,or localleg1slat1on,

mcludmgany attemptto influence
publicopm1onon a leg1slat1ve
matteror referendum?If "Yes,"enterthe totalexpensespaidor incurredm connectionwith the
lobbyingact1v1t1es
~ $
$
(Must equalamountson lme38, PartVI-A,or
lmei of PartVl-8.)
Organizations
that madean electionundersection501(h) by fllmgForm5768mustcompletePartVI-A.Otherorganizations
checking"Yes"mustcompletePartVI-BANDattacha statementg1vmga detaileddescriptionof the lobbyingact1v1t1es.
2 Duringthe year,hasthe organization,eitherdirectlyor indirectly,engagedmany of thefollowingactswith any substantialcontributors,
or withanytaxableorganizationwith whichany such
trustees,directors,officers,creators,key employees,or membersof their fam1l1es,
person1saffiliatedas an officer,director,trustee,maJontyowner,or prmc1pal
beneficiary?
(If the answer to any question ,s 'Yes,'
attach a detalfed statement explammg the transactions)
a Sale,exchange,or leasingof property?
b Lendingof moneyor other extensionof credit?
c Furmshmgof goods,services,or fac1l1t1es?
FORM 9 9 0
d Paymentof compensatmn(or paymentor reimbursementof expenses11morethan$1,000)?SEE PART V-A,
e Transferof any part of its incomeor assets?
3 a Didthe organizationmakegrantsfor scholarships,fellowships,studentloans,etc.?(If 'Yes; attachan explanationof how
qualifyto receivepayments.)
SEE STATEMENT 14
the organizationdeterminesthat rec1p1ents
b Didthe organizationhavea section403(b)annuityplanfor its employees?
c Didthe organizationreceiveor holdan easementfor conservationpurposes,mcludmgeasementsto preserveopenspace,
the environment,historiclandareasor historicstructures?If "Yes,"attacha detailedstatement
d Didthe orgamzatmn
providecreditcounseling,debt management,
creditrepair,or debtnegot1at1on
services?
4 a Did the organizationma1ntam
any donoradvisedfunds? If "Yes,"completeImes4b through4g. If "No,"completeImes41
and 4g
undersection4966?
N/A
b Didthe organizationmakeanytaxabled1stnbut1ons
c Didthe organizationmakea d1stnbut1on
to a donor,donoradvisor,or relatedperson?
N/A
d Enterthe total numberof donoradvisedfunds ownedat the endof the tax year
~
e Enterthe aggregatevalueof assetsheldmall donoradvisedfundsownedat the endof the taxyear
~
I Enterthe total numberof separatefunds or accountsownedat the endof the year(excludingdonoradvisedfunds includedon
or investmentof amountsin such funds or accounts
lme4d) wheredonorshavethe right to provideadviceon the d1stnbut1on
~
g Enterthe aggregatevalueof assetsmall fundsor accountsincludedon line41at the endof thetax year
~

_J
X
X
X

2a
2b

2c
2d
2e

3a
3b

X
X

3c
3d
4a
4b
4c

x
x

x
0

o.
0.
0.

ScheduleA (Form990 or 990-EZ)2007

723111
12-27-07

14301208

786783

!HS

2007.05065

11
INSTITUTE

FOR HUMANE STUDIE

IHS~_l

ScheduleA(Form990or990EZ)2007

INSTITUTE FOR HUMANESTUDIES

IPart IV I Reason for Non-Private

94-1623852

Page3

Foundation Status (Seepages4 througha of the instructions.)

I certifythat the organization1snot a privatefoundationbecause111s:

(Pleasecheckonly ONEapplicablebox.)

5
6
7

D
D
D
D

10

11a

[Kl

11b
12

13

D
D

A church,conventionof churches,or assoc1atmn

of churches.Section170(b)(1)(A)(1).
A school.Section170(b)(1)(A)(11).
(AlsocompletePartV.)
A hospitalor a cooperativehospitalserviceorganization.Section170(b)(1)(A)(111).
A federal,state,or localgovernmentor governmentalunit Section170(b)(1)(A)(v).
A medicalresearchorganizationoperatedin coniunct1on
with a hospital.Sectmn170(b)(1)(A)(111).
Enterthe hospital'sname,city,
and state ~
An organizationoperatedfor the benefitof a collegeor universityownedor operatedby a governmentalunit Section170(b)(1)(A)(1v).
(Alsocompletethe SupportSchedulein PartIVA.)
An organizationthat normallyreceivesa substantialpart of its supportfrom a governmentalunit or from the generalpublic.
Section170(b)(1)(A)(v1).
(Alsocompletethe SupportSchedulein Part IVA.)
A communitytrust. Section170(b)(1)(A)(v1).
(Alsocompletethe SupportSchedulem Part IVA.)
An organizationthat normallyreceives:( 1) more than 33 1/3%of its supportfrom contributmns,membershipfees,and gross
receiptsfrom act1v1t1es
relatedto its charitable,etc.,functions subJectto certainexceptions,and (2) no morethan 33 1/3%of
its supportfrom grossinvestmentincomeand unrelatedbusinesstaxableincome(lesssection511 tax) from businessesacquired
by the organizationafterJune30, 1975. Seesection509(a)(2). (Alsocompletethe SupportSchedulem PartIVA.)
An organizationthat 1snot controlledby anyd1squal1f1ed
persons(otherthanfoundatmnmanagers)and otherwisemeetsthe requirementsof section
509(a)(3).Checkthe box that describesthe type of supportingorganization:
TypeI
TypeII
TypelllFunct1onally
Integrated
TypeIll-Other

Providethe following informationaboutthe supportedorganizations.(Seepage8 of the instructions.)

(a)
Name(s)of supportedorganization(s)

(b)
Employer
identification
number(EIN)

(c)
Typeof organization
(describedin lines
5 through 12 above
or IRCsection)

(d)
Is the supported
organizationlisted in
the supporting
organization's
governingdocuments~
Yes

No

Total
14

(e)
Amountof
support

An organizationorganizedand operatedto testfor publicsafety.Section509(a)(4).(SeepageB of the instructions.)

ScheduleA (Form990 or 990-EZ)2007

723121
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14301208

786783

!HS

2007.05065

12
INSTITUTE FOR HUMANESTUDIE IHS~_l

ScheduleA (Form990 or 990-EZ)2007

INSTITUTE FOR HUMANESTUDIES

9 4-16

2 3852

IPa~tl~l;-AI Support
Schedule (Complete only 1fyou checked a box on line 10, 11, or 12.) Use cash method of accounting.
Note: You may use the worksheet m the mstruct,ons for converting from the accrual to the cash method of accounting.
calendar year {or 11sca1
year
beginningin)
~
15 ums, grants,anelconumut1ons
received.(Donot includeunusual
grants.Seelme28.)
16 Membershipfeesreceived
17 Grossreceiptsfrom adm1ss1ons,
merchandise
soldor services
performed,or furrnshmgof
facilitiesm anyact1v1ty
that 1s
relatedto the orgarnzat1on's
charitable,etc.,purpose
18

19
20

Grossmcomefrom interest,d1v1dends,amountsreceivedfrom paymentson securitiesloans(section

512(a)(5)1,rents,royalties,mcome
from s1m1
ar sources,and unrelated
businesstaxablemcome(less
section511taxes)from businesses
after
acquiredb~the organization
June30, 1 75
Netmcomefrom unrelatedbusiness
act1V1t1es
not includedm line 18
I ax revenues
1ev1eamr
me
orgarnzatmn's
benefitandeither
paidto 11or expendedon its behalf

(b) 2005

(a) 2006
6,341,737.

(c) 2004

2,653,579.

504,280.

517,449.

140,391.

120,590.

2,933,555.

264,008.

91,917.

(d) 2003
6,252,519.

17,477.

40,532.

Page4

(e) Total
18,181,390.

1,303,214.

393,430.

21

Thevalueof servicesor fac1l1t1es

furnishedto the orgarnzat1on
by a
governmental
urntwithoutcharge.
Donot includethe valueof services
or fac11it1es
generallyfurnishedto
the publicwithoutcharge
22 umer income.Muacna scneame.
SEE STATEMENT 15
Donot includegamor (loss)from
saleof capitalassets
3,044.
25,642.
960.
2,123.
31,769.
23 Totalof Imes15through22
3,317,260.
6,989,452.
3,290,440.
6,312,651.
19,909,803.
24 Lme23 mmusline 17
6,485,172.
2,799,811.
3,026,432.
6,295,174.
18,606,589.
25 Enter1%of lme23
33,173.
69,895.
32,904.
63,127.
''
I
26 Organizations
372,132.
describedon lines 10 or 11: a Enter2% of amountm column(e), lme24
~ 26a
b Preparea list for your recordsto showthe nameof andamountcontributedby eachperson(otherthana governmental
'
urntor publiclysupportedorganization)whosetotal gifts tor 2003through2006exceededthe amountshownm line26a.
2,716,632.
Donot file this list with your return. Enterthe total of all theseexcessamounts
~ 26b
18,606,589.
c Totalsupportfor section509(a)(1)test Enterline24, column(e)
~ 26c
393,430.
19
d Add:Amountsfrom column(e) for Imes: 18
I
31,769.
2,716,632.
3,141,831.
22
26b
~ 26d
15,464,758.
e Publicsupport(lme26c mmusline26dtotal)
~ 26e
83.1144%
I Publicsupportpercentage(line 26e (numerator)divided by line 26c(denominator))
~ 261
27
Organizations
describedon line 12: a Foramountsincludedm Imes15, 16,and 17thatwerereceivedfrom a "d1squalif1ed
person,"preparea list for your
person.'Donot file this list with your return.Enterthe sumof
recordsto showthe nameof, andtotal amountsreceivedm eachyearfrom, each"d1squalilled
NI A
suchamountsfor eachyear:
(2006)
(2005)
(2004)
(2003)
b Foranyamountincludedm lme 17that was receivedfrom eachperson(otherthan'd1squal1f1ed
persons"),preparea list for your recordsto showthe nameof,
andamountreceivedfor eachyear,that wasmorethanthe largerof (1) the amounton lme25 for the yearor (2)$5,000.(Includem the list organizations
describedm Imes5 through11b,as wellas md1v1duals.)
Donot file this list with your return.Aftercomputingthe differencebetweenthe amountreceivedand
the largeramountdescribedm (1) or (2~ enterthe sum of thesedifferences(theexcessamounts)for eachyear: NI A
(2006)
(2005)
(2004)
(2003)
c Add:Amountsfrom column(e) for Imes:
15
16 ______ __
N/A
20
21
~ 27c
17
N/A
and
lme
27b
total
Add:
Lme
27a
total
~
27d
d
N/A
e Publicsupport(lme27c total minuslme27d total)
~ 27e
N/A
f Totalsupportfor section509(a)(2)test Enteramounton lme23, column(e)
~ 211
I
N/A %
g Publicsupportpercentage(line 27e (numerator)divided by line 271(denominator))
~ 27g
N/A %
~ 27h
h Investmentincomepercentage(line 18, column(e) (numerator)dividedby line 271(denominator))
28 UnusualGrants:Foran orgarnzat1on
describedm lme 10, 11,or 12thatreceivedanyunusualgrantsduring2003through2006,preparea list for yourrecordsto
show,for eachyear,the nameof the contributor,the dateandamountof the grant,anda briefdescriptionof the natureof the grant. Donot file this list with your
return.Do not includethesegrantsm lme15.
NONE

723131

122707

Schedule A (Form 990 at 990EZ) 2007

13
14301208

786783

!HS

2007.05065

INSTITUTE FOR HUMANESTUDIE IHS~_l

ScheduleA (Form990 or 990-EZ)2007

IPart_V I
29

INSTITUTE FOR HUMANESTUDIES

Private School Questionnaire (Seepage9 of the instructions.)

(To be completed ONLY by schools that checked the box on line 6 in Part IV}

9 4 -16 2 3 8 5 2
N/A

Doesthe organizationhavea raciallynondiscriminatory

policytowardstudentsby statementin its charter,bylaws,othergoverning
instrument,or in a resolutionof its governingbody?
Doesthe organizationincludea statementof its raciallynondiscriminatory
policytowardstudentsin all 1tsbrochures,catalogues,
andotherwrittencommunications
with the publicdealingwith studentadm1ss1ons,
programs,and scholarships?
Hasthe organizatmn
publicizedits raciallynondiscriminatory
policythroughnewspaperor broadcastmediaduringthe periodof
solic1tat1on
for students,or duringthe reg1strat1on
period1111
hasno solic1tat1on
program,in a waythat makesthe policyknown
to all partsof the generalcommunity11serves?
II ''Yes,"pleasedescribe;11"No,"pleaseexplain.(II you needmorespace,attacha separatestatement)

30
31

Page5

Yes

No

29

--

--

__J

--

--

_J

30

31

32
a
b
c
d

33
a
b
c
d
e
I
g
h

-'

Doesthe organizationmaintainthe following:

Recordsindicatingthe racialcompos1t1on
of the studentbody,faculty,andadmin1strat1ve
staff?
Recordsdocumentingthat scholarshipsandotherfinancialassistanceareawardedon a raciallynondiscriminatory
basis?
to the publicdealingwith student
Copiesof all catalogues,brochures,announcements,
and otherwrittencommunications
adm1ssmns,
programs,andscholarships?
Copiesof all materialusedby the organizationor on its behalfto solicitcontributions?
II you answered"No"to anyof the above,pleaseexplain.(II you needmorespace,attacha separatestatement.)

--

Doesthe organizationdiscriminateby racein anywaywith respectto:

Students'rightsor privileges?
Adm1ss1ons
pol1c1es?
Employmentof facultyor adm1nistrat1ve
staff?
Scholarshipsor otherfinancialassistance?
Educational
pol1c1es?
Useof lac11it1es?
Athleticprograms?
Otherextracurricular
act1v1t1es?
II you answered'Yes"to anyof the above,pleaseexplain.(If you needmorespace,attacha separatestatement)

--

32a
32b

---

32c
32d

33a
33b
33c
33d
33e
331
33g
33h

--

from a governmental
agency?
34 a Doesthe organizationreceiveanyfinancialaidor assistance
right to suchaid everbeenrevokedor suspended?
b Hasthe organization's
II you answered'Yes"to either34aorb, pleaseexplainusingan attachedstatement.
of sections4.01through4.05 of Rev.Proc.75-50,
35 Doesthe organizationcertifythat 11hascompliedwiththe applicablerequirements
1975-2C.B.587,coveringracialnond1scriminat1on?
If "No,'attachan explanation

34a
34b

--

--

--

J
j
__J

35
ScheduleA (Form990or 990-EZ)2007

723141
12-27-07

14301208

786783

IHS

2007.05065

14
INSTITUTE FOR HUMANESTUDIE IHS~_l

ScheduleA (Form990 or 990-EZ)2007

IPart v1:.AI Lobbying

INSTITUTE

FOR HUMANE STUDIES

9 4 -16 2 3 8 5 2

Page6

N/A

Expenditures by Electing Public Charities (Seepage11 of the instructions.)

(To becompletedONLYby an eligibleorganizationthat filed Form5768)

LJ 1ftheorganizationbelongsto an affiliatedgroup.

Check a

Check

LJ 1fyou checkeda and"limitedcontrol"prov1s1onsapply

(a)
Affiliatedgroup
totals

Limits on Lobbying Expenditures

(Theterm "expenditures"
meansamountspaidor incurred.)

(b)
To be completedfor all
electingorganizations

N/A
36
37
38
39
40
41

Totallobbyingexpendituresto influencepublicopinion(grassrootslobbying)
Totallobbyingexpendituresto influencea leg1slat1ve
body(directlobbying)
Totallobbyingexpenditures(addImes36 and 37)
Otherexemptpurposeexpenditures
Totalexemptpurposeexpenditures(add Imes38 and39)
Lobbyingnontaxable
amount.Enterthe amountfrom the followingtableThe lobbyingnontaxableamountis If the amounton line 40 is -

36
37
38
39
40

Not over $500,000

20% of the amount on line 40

Over $500,000 but not over $1,000,000

$100,000 plus 15% of the excess over $500.000

Over $1,000,000

$175,000 plus 10% of the excess over $1.000,000

but not over $1,500.000

Over S 1,500,000 but not over S 17 ,000.000

$225,000 plus 5% of the excess over $1,500,000

Over $17 ,000,000

s1.ooo.ooo

'.

41
'

'

42 Grassrootsnontaxable
amount(enter25% of lme41)
43 Subtractlme42 from lme36. Enter-0- 1fline42 1smorethan lme36
44 Subtractline 41 from lme38. Enter-0- 1fline41 1smorethan lme38

42
43
44

Caution: If there is an amount on either /me 43 or /me 44, you must file Form 4720

4-Year Averaging Period Under Section 501{h)

(Someorganizations
that madea section501(h)electiondo not haveto completeall of the five columns
below.Seethe instructionsfor Imes45 through50 on page13 of the instructions.)
LobbyingExpendituresDuring4-YearAveragingPeriod
Calendaryear (or
fiscal year beginningin)

45 Lobbyingnontaxable
amount
46 Lobbyingceilingamount
(150%of lme45(e))
47 Totallobbying
expenditures
48 Grassrootsnontaxable
amount
49 Grassrootsceilingamount
( 150%of line 48(e))
50 Grassrootslobbying
expenditures

I Part

VI-B

(a)
2007

(b)
2006

'
'

'

''

+
+

'

"

(c)
2005

'

&

'

'

'

'

N/A

(d)
2004

,,

'

'

''

(e)
Total

o.
,,

,,

'

0.

0.

'

i'

,0

'

.."

'

'
'

'

., '

"

,.

o.
''

0.

'

0.

I Lobbying Activity by Nonelecting Public Charities

(Forreportingonly by organizations
that did not completePartVI-A) (Seepage14of the instructions.)

Duringthe year,did the organizationattemptto influencenational,stateor localleg1slat1on,

mcludmganyattemptto
influencepublicopinionon a leg1slat1ve
matteror referendum,throughthe useof:
a Volunteers
(Includecompensationm expensesreportedon Imesc throughh.)
b Paidstaff or management
c Mediaadvertisements
d Mailingsto members,legislators,or the public
e Publications,or publishedor broadcaststatements
for lobbyingpurposes
f Grantsto other organizations
body
g Directcontactwith legislators,their staffs,governmentofflc1als,or a leg1slat1ve
Rallies,
demonstrations,
seminars,
conventions,
speeches,
lectures,
or
any
other
means
h
I Totallobbyingexpenditures
(Add Imesc throughh.)
If ''Yesto any of the above,also attacha statementg1vmga detaileddescnpt1on
of the lobbyingact1v1t1es.

Yes

No

Amount

x
x
x
x
x
x
x
x
t

o.

ScheduleA (Form990 or 990-EZ)2007

12-27-07

15
14301208

786783

IHS

2007.05065

INSTITUTE

FOR HUMANE STUDIE IHS

ScheduleA (Form990 or 990-EZ)2007

IPart VII I Information

INSTITUTE FOR HUMANESTUDIES

9 4-16 2 3 8 5 2

Page7

Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (Seepage14of the instructions.)

51
a

c
d

Didthe reportingorgamzatmn
directlyor indirectlyengagein any of the followingwith anyother organizationdescribedin section
501(c)of the Code(otherthan section501(c)(3)organizations)or in sectmn527, relatingto politicalorganizations?
Transfersfrom the reportingorganizationto a noncharitable
exemptorganizationof:
(i) Cash
(ii) Otherassets
Othertransactions:
(i) Salesor exchangesof assetswith a noncharitable
exemptorgamza!IOn
(ii) Purchasesof assetsfrom a noncharitable
exemptorgamzatmn
(iii) Rentalof fac1l1t1es,
equipment,or otherassets
(iv) Reimbursement
arrangements
(v) Loansor loanguarantees
solic1tat1ons
(vi) Performanceof servicesor membershipor fundra1sing
Sharingof fac1l1t1es,
equipment,mailinglists, otherassets,or paidemployees
If the answerto any of the above1s"Yes,'completethe followingschedule.Column(b) shouldalwaysshowthe fair marketvalueof the
goods,otherassets,or servicesgivenby the reportingorganization.If the organizationreceivedlessthanfair marketvaluein any
transactionor sharingarrangement,showin column(d) the valueof the goods,otherassets,or servicesreceived:

(a)
Line no.

(b)
Amountinvolved

(c)
Nameof noncharitableexemptorganization

Yes

,,~

10<

x
x
x
x
x
x
x

Yes

00

No

(c)
Descriptionof relat1onsh1p

ScheduleA (Form990 or 990-EZ)2007

12-27-07

14301208

b(i)
b(ii)
b(iii)
b(iv)
b(v)
b(vi)
c

N/ A

(b)
Typeof organization

x
x

(d)
Descriptionof transfers,transactions,and sharingarrangements

52 a Is the organizationdirectlyor indirectlyaffiliatedwith, or relatedto, one or moretax-exemptorganizationsdescribedin sectmn501(c)of the

~
Code(otherthan section501(c)(3))or in section527?
b If "Yes,"completethe followingschedule:
N/ A
(a)
Nameof organization

No

51a(i
a(ii)

786783

IHS

2007.05065

16
INSTITUTE FOR HUMANESTUDIE IHS

INSTITBTE

FOR HUMANESTUDIES
GAIN (LOSS)

FORM 990

94-1623852

FROM PUBLICLY TRADED SECURITIES

GROSS
SALES PRICE

DESCRIPTION

COST OR
OTHER BASIS

LOSS ON SALE OF INVESTMENTS

403,541.

426,529.

TO FORM 990,

403,541.

426,529.

PART I,

LINE 8

STATEMENT

EXPENSE
OF SALE

o.
o.

OTHER CHANGES IN NET ASSETS OR FUND BALANCES

FORM 990

NET GAIN
OR (LOSS)
<22,988.>
<22,988.>

STATEMENT

DESCRIPTION

AMOUNT

UNREALIZED LOSS ON INVESTMENTS

<24,887.>

TOTAL TO FORM 990,

<24,887.>

PART I,

LINE 20

OTHER EXPENSES

FORM 990
(A)
TOTAL

DESCRIPTION
BOOKS AND
SUBSCRIPTIONS
EMPLOYEE RECRUITING
AND RELOCATION
INSURANCE
MISCELLANEOUS
OTHER PROFESSIONAL
FEES
PROMOTION AND
ADVERTISING
PROPERTY TAX
TOTAL TO FM 990,

14301208

786783

LN 43

IHS

( B)
PROGRAM
SERVICES

STATEMENT
( D)

( c)

MANAGEMENT
AND GENERAL

36,044.

35,800.

204.

11,452.
7,329.
26 411.

10,432.
5,863.
11,710.

806.
9,304.

281,465.

236,888.

26,653.
4,153.

26,653.
3,322.

393,507.

330,668.

2007.05065

o.
20,866.

40.
1,020.
660.
5,397.
23, 711.

o.
457.
31,637.

FUNDRAISING

0.
374.
31,202.

20
STATEMENT(S) 1, 2,
INSTITUTE FOR HUMANESTUDIE IHS~_l

INSTITtlTE

FOR HUMANE STUDIES

FORM 990

94-1623852

CASH GRANTS AND ALLOCATIONS

TO OTHERS

CLASS OF ACTIVITY/DONEE'S

NAME AND ADDRESS

TOTAL GRANTS
SEE ATTACHMENT

786783

AMOUNT
567,068.

TOTAL INCLUDED ON FORM 990,

14301208

STATEMENT

!HS

PART II,

LINE 22B

2007.05065

21
INSTITUTE

567,068.

STATEMENT(S) 4
FOR HUMANESTUDIE IHS~_l

INSTITUTE

FOR HUMANESTUDIES

94-1623852

STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS

FORM 990

STATEMENT

DESCRIPTION OF PROGRAMSERVICE ONE

EDUCATIONAL PROGRAMS - THE EDUCATIONAL PROGRAMSDEPARTMENT
WORKS TO INTEREST AND EDUCATE A WIDE RANGE OF YOUNG PEOPLE
IN THE IDEAS OF LIBERTY AND TO IDENTIFY AND EVALUATE
STUDENTS WHO HAVE THE POTENTIAL TO MAKE CONTRIBUTIONS TO A
FREER SOCIETY.
THE DEPARTMENT ACCOMPLISHES THIS THROUGH
EDUCATIONAL SEMINARS, ON-CAMPUS PROGRAMS, AND ON-LINE
EFFORTS.

GRANTS
TO FORM 990,

FORM 990

PART III,

EXPENSES

LINE A

1,929,755.

STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE

PART III

STATEMENT

EXPLANATION
THE INSTITUTE DISCOVERS, DEVELOPS, AND SUPPORTS STUDENTS, SCHOLARS, AND
OTHER INTELLECTUALS WHO MAINTAIN THE HIGHEST STANDARD OF ACADEMIC
EXCELLENCE AND WHO SHARE AN INTEREST IN THE PRINCIPLES OF THE CLASSICAL
LIBERAL TRADITION.
OTHER PROGRAMSERVICES

FORM 990

DESCRIPTION OF OTHER PROGRAMSERVICES

TOTAL TO FORM 990,

786783

GRANTS AND
ALLOCATIONS

o.

PUBLIC AFFAIRS

14301208

STATEMENT

IHS

PART III,

LINE E

2007.05065

EXPENSES
368,470.
368,470.

22
STATEMENT(S) 5, 6,
INSTITUTE FOR HUMANESTUDIE IHS~_l

INSTITUTE

FOR HUMANESTUDIES

94-1623852

OTHER SECURITIES

FORM 990

SECURITY DESCRIPTION

COST/FMV

COMMONSTOCK OF PRIVATELY HELD CORPORATION

TO FORM 990,

LINE 54B,

FMV

COL B

SECURITY DESCRIPTION COST/FMV

MUTUAL FUNDS
TO FORM 990,

LINE 54A,

786783

IHS

OTHER
SECURITIES
80,112.
80,112.

NON-GOVERNMENTSECURITIES

FORM 990

14301208

STATEMENT

CORPORATE
STOCKS

STATEMENT

OTHER
PUBLICLY
CORPORATE
TRADED
BONDS
SECURITIES

TOTAL
NON-GOV'T
SECURITIES

FMV

513,814.

513,814.

COL B

513,814.

513,814.

2007.05065

23
STATEMENT(S) 8,
INSTITUTE FOR HUMANESTUDIE IHS~_l

INSTITUTE
FORM 990

FOR HUMANESTUDIES

94-1623852

PART V-A - LIST OF CURRENT OFFICERS, DIRECTORS,

TRUSTEES AND KEY EMPLOYEES

TITLE AND
AVRG HRS/WK

NAME AND ADDRESS

COMPENSATION

STATEMENT 10

EMPLOYEE
BEN PLAN EXPENSE
CONTRIB ACCOUNT

MARTY ZUPAN
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

PRESIDENT
40.00

219,167.

4,282.

0.

RONALD C. THEVENOT
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

VICE PRESIDENT & COO

40.00
124,583.

7,802.

o.

GARY D. LEFF
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

SECRETARY & TREASURER

20.00
69,583.

2,827.

0.

LEONARD P. LIGGIO
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIST. SR.
10.00

1,176.

0.

CHARLES G. KOCH
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

CHAIRMAN
1.00

o.

0.

0.

PROF. TYLER COWEN

3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

VICE-CHAIRMAN
1.00

o.

o.

0.

JOHN BLUNDELL
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1.00

o.

o.

0.

DR. DONALD J. BOUDREAUX

3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1.00

o.

0.

0.

TIMOTHY OTIS BROWNE

3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1.00

o.

0.

0.

DR. RICHARD H. FINK

3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1.00

o.

0.

0.

JEROME M. FULLINWIDER
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1.00

o.

0.

o.

14301208

786783

IHS

2007.05065

SCHOLAR

24
INSTITUTE

19,846.

STATEMENT(S) 10
FOR HUMANESTUDIE IHS~_l

INSTITUTE FOR HUMANESTUDIES

94-1623852

DAVID C. HUMPHREYS
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1. 00

0.

o.

0.

ERIC S. O'KEEFE
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1. 00

0.

0.

0.

HON. JAMES ARTHUR POPE

3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1. 00

0.

0.

o.

WILLIAM O. SUMNER
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4432

#440

DIRECTOR
1. 00

0.

0.

0.

TOTALS INCLUDED ON FORM 990,

14301208

786783

IHS

PART V-A

2007.05065

433,179.

16,087.

o.

25
STATEMENT(S) 10
INSTITUTE FOR HUMANESTUDIE IHS~_l

INSTITUTE

FOR HUMANESTUDIES

94-1623852

EXPLANATION OF RELATIONSHIP
PART V-A, LINE 75B

FORM 990

INDIVIDUAL'S

NAME

STATEMENT 11

TITLE OR ROLE

CHARLES G. KOCH

CHAIRMAN

INDIVIDUAL'S

TITLE OR ROLE

NAME

DR. RICHARD H. FINK

DIRECTOR

EXPLANATION OF RELATIONSHIP
IHS PAID $5,305
DURING THE YEAR TO THE CHARLES G. KOCH CHARITABLE
FOUNDATION TO REIMBURSE THEM FOR THE SERVICES OF EMPLOYEES WORKING
PART-TIME FOR THE INSTITUTE.
ALSO, $390 WAS PAID TO KOCH BUSINESS
HOLDINGS, LLC.
IHS BOARD MEMBERS DR. RICHARD H. FINK AND CHARLES G. KOCH
ARE DIRECTORS OF THE FOUNDATION AND THE LLC.

LIST OF STATES RECEIVING COPY OF RETURN

PART VI, LINE 90

FORM 990

STATEMENT 12

STATES
AK,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS
MT,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WY
PART VIII - RELATIONSHIP OF ACTIVITIES
ACCOMPLISHMENTOF EXEMPT PURPOSES

FORM 990

TO

STATEMENT 13

LINE

EXPLANATION OF RELATIONSHIP OF ACTIVITIES

93A

FEES FOR APPLYING FOR FELLOWSHIPS, SEMINARS AND CONFERENCES IN

RELATION TO THE INSTITUTE'$
EDUCATIONAL MISSION. ALSO INCLUDES
FEES PAID BY ANOTHER CHARITABLE ORGANIZATION FOR RUNNING CONFERENCES
DIRECTLY RELATED TO THE EXEMPT PURPOSES OF THE INSTITUTE.
OTHER REVENUE GENERATED FOR THE ACCOMPLISHMENT OF THE ORGANIZATION'S
EXEMPT PURPOSE.

103A

14301208

786783

IHS

2007.05065

26
INSTITUTE

STATEMENT($) 11, 12,

FOR HUMANESTUDIE IHS~_l

13

INSTITUTE

FOR HUMANESTUDIES

SCHEDULE A

94-1623852

EXPLANATION OF QUALIFICATIONS TO RECEIVE PAYMENTS STATEMENT 14

PART III,
LINE 3A

IHS PROGRAMS SEEK TO IDENTIFY AND DEVELOP TALENTED YOUNG PEOPLE WITH AN
INTEREST IN LIBERTY.
HUMANESTUDIES FELLOWSHIPS ARE AWARDEDTO FULL-TIME GRADUATE STUDENTS OR
UNDERGRADUATESWITH JUNIOR OR SENIOR STANDING WHO HAVE A CLEARLY
DEMONSTRATEDINTEREST IN THE CLASSICAL LIBERAL/LIBERTARIAN TRADITION OF
INDIVIDUAL RIGHTS AND MARKET ECONOMIES AND ARE INTERESTED IN APPLYING THE
PRINCIPLES OF THIS TRADITION IN THEIR WORK. APPLICATIONS ARE JUDGED BY A
DISTINGUISHED PANEL OF NEARLY 100 OUTSIDE ACADEMICS.
THE KOCH SUMMERFELLOWS PROGRAM IS OPEN TO CURRENT COLLEGE STUDENTS,
GRADUATES, GRADUATE STUDENTS AND PROFESSIONAL STUDENTS WHO ARE INTERESTED IN
A CAREER IN PUBLIC POLICY. APPLICATIONS ARE JUDGED BASED ON COLLEGE
TRANSCRIPTS, STANDARDIZED TEST SCORES AND QUALITY OF PUBLIC POLICY WRITING.
ALL SUCCESSFUL APPLICANTS GO THROUGH A DOUBLE-ACCEPTANCE PROCEDURE: THEY ARE
TO BE ACCEPTED BOTH BY THE INSTITUTE AND BY THE HOST ORGANIZATION.
THE FILM INTERNSHIP PROGRAMHELPS YOUNG PEOPLE WITH AN INTEREST IN
LIBERTY DEVELOP CAREERS IN TV, FILM AND/OR CREATIVE MEDIA. COMPETITIVE
APPLICATIONS ARE JUDGED BASED ON ACADEMICS, TRACK RECORD OF SUCCESS AND
QUALITY OF APPLICATION ESSAY.
THE HAYEK FUND FOR SCHOLARS AWARDSGRANTS TO GRADUATE STUDENTS AND YOUNG
FACULTY FOR CAREER-ENHANCING ACTIVITIES SUCH AS CONFERENCE PAPER
PRESENTATIONS, JOB INTERVIEWS AND ARCHIVAL RESEARCH. APPLICATIONS ARE
ACCEPTED YEAR-ROUND.
MFA SCHOLARSHIPS ARE AWARDEDTO FULL-TIME STUDENTS PURSUING.MASTERS IN
FINE ARTS DEGREES WHO HAVE A CLEARLY DEMONSTRATEDINTEREST IN THE CLASSICAL
LIBERAL/LIBERTARIAN TRADITION OF INDIVIDUAL RIGHTS AND MARKET ECONOMIES AND
ARE INTERESTED IN APPLYING THE PRINCIPLES OF THIS TRADITION IN THEIR WORK.
JOURNALISM INTERNSHIPS ARE OPEN TO CURRENT COLLEGE STUDENTS, RECENT
GRADUATES, GRADUATE STUDENTS, AND PROFESSIONAL STUDENTS WHO HAVE A
DEMONSTRATEDINTEREST IN JOURNALISM AND AN UNDERSTANDING OF THE PRINCIPLES
OF A FREE SOCIETY. SUCCESSFUL CANDIDATES RECEIVE A NEWSPAPER INTERNSHIP,
STIPEND, HOUSING ALLOWANCE, TRAVEL EXPENSES AND A CAREER WORKSHOP.
CANDIDATES ARE REVIEWED BOTH BY THE INSTITUTE AND BY PROSPECTIVE HOST
NEWSPAPERS.
OTHER INCOME

SCHEDULE A

STATEMENT 15

2006
AMOUNT

2005
AMOUNT

OTHER INCOME

3,044.

25,642.

960.

2,123.

TOTAL TO SCHEDULE A, LINE 22

3,044.

25,642.

960.

2,123.

DESCRIPTION

14301208

786783

IHS

2007.05065

2004
AMOUNT

2003
AMOUNT

27
STATEMENT(S) 14,
INSTITUTE FOR HUMANE STUDIE IHS~_l

15

---------

Institute for Humane Studies

Form 990, Part II, Line 22b - Other Grants and Allocations
Year Ended August 31, 2008

Class of Activity

Name

---------~

EIN: 94-1623852

Amount

Marketing Fellowship

James Van Eerden

1,500
1,500

Total Marketing
Education Programs

George Mason University

Jonathan Murray
Total Education Programs
Communicators Programs
Charles G. Koch Summer Fellow Program
Allen Unzelman
Angela Erickson
Anna Sykes
Astrid Arca
Braum Katz
Bridget McNamee
Charles Groome
Connor Mendenhall
Courtney Long
Darnel Kmg
Daniel Robinson
Darnel Smith
E. Connor Mendenhall
Elizabeth Jacobson
Erin WendtEvan Lisull
Ian Hinsdale
Janet Neilson
Jeremy Horton
Jonathan Arfa
Jonathan Slemrod
Jonny Slemrod
Justin Higginbottom
Kate Schumacher
Kate Shaughnessy
Katherine Rada
Kathryn Ciano
Lindsey North
Luciana Braga
Mary Schindler
Massimiliano Trovato

6,000
500
6,500

600
663
810
713
700
700
350
338
790
700
625
700
350
663
830
775
700
700
700
700
350
363
810
745
675
700
835
700
350
350
375

Page 1 of 6

Class of Activity

Name
Meredith Newmark
Michael Linares
Molly Crane
Molly Schindler
Nicole Trafton
Nim1sh Adh1a
Paul Feldman
Paul Meinshausen
Price Ranier
Raymond Raad
Rob Taylor
Roman Goerss
Rosamaria Bitetti Ross Coe
Skyler Treat
State Polley Network.
Thomas Kraemer
Valene Steinberg
Varna Sn Raman
William Luther
William Newsom
Zachary Moore

Amount

810
703
700
425
663
835
700
700
790
773
700
700
740
790
700
20,645
700
350
650
675
795
725

MFA Fellowships
SunHee Cho
Sara Hegarty
James Burmingham
Anne Peterson
Roman Sturgis
Nicholas Greene
Jessie Creel
Florin Serban
Molly House
Jarod Su
Jes Therkelsen

3,000
5,000
3,000
3,000
2,000
3,000
2,000
5,000
2,000
2,000
3,000
87,625

Total Communicators Programs

Academic Programs
Hayek Fund for Scholars
Adam Martin
Alexander Baturo
Amy Sanders
Art Carden
Ashlie Warnick
Bas van der Vossen
Brian Smith
Christopher Soghoian
Clark Durant
Colin Dueck

497
500
500
400
450
941
300
300
300
400

Page 2 of 6

Class of Activity

Name
Dag Mossige .
Dahbor Rohac
Daniel Ogbaharya
David Siroky
David Skarbek
David Youngberg
Diana Weinert
Dinissa Duvanova
Eric Schlereth
Ethan Schrum
Geoffrey Plauche
Gregory Wolcott
Helen Knowles
Ivan Katchanovsk1
Jeremy Garrett
Jeremy Horpedahl
Joanna Guidi
Jonathan Yeager
Luke Willard
Magdalena KraJewska
Maria Alejandra Vanney
Matthew Mullins
Matthew Yanni
Meehs K1tsmg
Michael DeAlessi
Michael Thomas
Nathan Ashby
Navin Kartik
Neomal Silva
Nikolai Wenzel
Philip Potter
Richard Hornbeck
Sara Henary
Seth Offenbach
Stacey Rogers
Susan Clark Muntean
Syed Nageeb Mustafa Ali
Timothy Werner
Triyakshana Venkatraman
YongJmg Zhang
Yvonne Chiu

Summer Graduate Research Fellowships

AnilG.C.
Paul Gunn
Joseph Carvalho

Amount

250
500
300
300
300
132
279
400
300
500
150
400
375
250
651
732
300
250
130
350
300
400
167
350
250
479
300
296
250
500
400
350
150
300
350
350
350
250
813
500
400

2,000
2,000
2,000

Humane Studies Fellowships

Adam Cureton
Adam Sanjurjo
Alex Baia

2,000
2,000
2,000
Page 3 of 6

Class of Activity

Name
Alex Harris
Andre, Zlate
Anna M. Hayes
Christoffer Koch
Daniel Viehoff
David R. Shlachter
Doohwan Ahn
Elena Labastida
Ethan Schrum
Eyal Dvir - Expenses
Francesco D1Lorio
Gordon Arlen .
Gregory Wolcott
Gwendoline M. Alphonso
Jack Parker
Jacob Wrzesniewsk1
James Lowery
J1kon Lai
Jonathan Murray
Jonathan Newton
Joseph McMurray
Josh Hill - expenses
Julian Reif
Manna N1stotskaya .
Monica Morrill
Nathan R Perl-Rosenthal
Parul Sharma
Pawel Lis1ewicz .
Philip Wallach .
Pin-Quan Ng
Robert Bateman
Rory McDonald
Steven Knepper
Steven Lugauer
Taylor Jaworski .
Teresa M. Bejan
Theodore Chnstov
Timothy Werner
Tobias Heinrich .
Vaughn B. Baltzly
Brian Smith
Adam D Jacobs
Adam Rachlis
Amanda Y. Agan
Anne Barnhill
Ashby Monk
Bas van der Vossen
Ben Marx
Carlos Lever
Christopher Alcantara
Clifford C Clive

Amount
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
3,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000

Page 4 of 6

--------

Class of Activity

Name
Cohn Ganley
Darnel Chen
Daniel L. Tortorice
Darnel Lee
Daniel Mmdus
Daniel Silvermint
Dominic Draye
Elizabeth Wolfram
Enc Chaney
Franklin CudJoe
Gaun K Shastry
Grant Madsen
Ian W. R. Martin
Jean Lee - Other
Joanna Guidi
Jonathan Miles
Joseph Carvalho
Kevin Vallier
Kurt Gray
Laura Inglis
Lauren Raymer
Marek Zapletal
Meelis Kitsing
Melissa Dell
Michael Fuerste1n
Michael Gilbert
Nelson C. Brunsting
Nicholas Buccola
Rachel Chaney
Ralf Bader
Robert Ness
Ruben Enikolopov .
Samuel Abrams
Sandra Sequeira
Sarah Swick
Stephan McBride
Stephen Miran
Steven Menash1
Thomas Kelly
Thomas Moll
Yvonne Chiu
Alex Potapov
Brian Broughman
Hanah M. Volokh
Laura Phillips
Marc Gersen
OmarWasow.
Ph1hpPotter
Steven Cicala
Susan Clark Muntean
Michael Muldoon

--

Amount

4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
7,500

Page 5 of 6

Class of Activity

Name
Brandon Turner
Christopher Freiman
Jeremy Garrett
Michael DeAless1
Nicholas Weller
William English
Colin Wilder
Giacomo Ponzetto
Richard Hornbeck .
Stanislav . Markus

Total Academic Programs

Total Grants and Allocations

Amount
8,000
8,000
8,000
8,000
8,000
8,000
10,000
10,000
12,000
12,000
471,443

$ 567,068

Page 6 of 6

..

Institute for Humane Studies

Form 990, Part II, Line 42 - Depreciation
Form 990, Part IV, Line 57 - Land, Buildings and Equipment
Year Ended August 31, 2008

EIN: 94-1623852

ASSETS
Begmnmg
of Year
Leasehold Improvements
Furniture, Fixtures and Equtpment

Total

Additions

125,000
568,898

693,898

D1seosals

End
of Year

AdJUStments

125,000
1,204,064

1,329,064

635,166
635,166

ACCUMULATED
DEPRECIATION
Begmnmg
of Year

Current Year
Deerec1at1on

Dts~sals

End
of Year

Adjustments

Leasehold Improvements
Furniture, Fixtures and Equtpment

143,596
390,018

12,500
107,214

Total

533,614

119,714

Fixed Assets, Net

160,284

(39,423)
39,423

116,673
536,655

653,328

675,736

Note Furniture, fixtures and eqmpment are stated at cost and are depreciated usmg the straight-line method over
estimated useful lives of three to ten years, with no salvage value Leasehold improvements are recorded at cost and
amortized usmg the stratght-hne method over their estimated useful lives or the remammg lease term, whichever 1s
shorter