2011 Donors Trust 990

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B C heck if ap p l icab l e
C Name of or g an iz ation
Don or s Tr us t, I n c.
D Emp l oyer I den tif ication Numb er
1 Addr es s chan g e Doin g Bus in es s As 52 -2 1 6632 7
Name chan g e
Numb er an d s tr eet ( or P,O b ox if mail is n ot del iv er ed to s tr eet addr ) Room/s uite E Tel ep hon e n umb er
J I n itial r etur n 1 09 Nor th Hen r y Str eet ( 703) 535-3563
Ter min ated
C ity, town or coun tr y State ZI P code + 4
Amen ded r etur n Al exan dr ia VA 2 2 31 4 -2 903 G Gr os s r eceip ts $ 4 8,82 0,998.
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Ap p l ication p en din g F Name an d addr es s of p r in cip al of f icer
H( a) I s this a g r oup r etur n f or af f il iates '
Yes No
Whitn ey L. Bal l 1 09 Nor th Hen r y Str eet Al exn dr ia VA 2 2 31 4
H( b ) Ar e al l a in cl uded
Yes No
I f ' No,' a
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ach a l is t ( s ee in s tr uction s )
I Tax-exemp t s tatus FXI 501 ( c) ( ) 4 ( I n s er tn o) 4 94 7( a) ( 1 ) or
1 1
52 7
J Web s ite: ^ www.don or s tr us t.or g H( c) Gr oup exemp tion n umb er ^
K For m of or g an iz ation } { C or p or ation Tr us t As s ociation L Year of For mation 1 999 MState of l eg al domicil e VA
Par t I I Summar y
OMBNo 1 54 5-004 7
For m 990
Retur n of Or g an iz ation Exemp t Fr om I n come Tax
Un der s ection 501 ( c) ,52 7,or 4 94 7( aXl ) of the I n ter n al Rev en ue C ode
2 01 1
( excep t b l ack l un g b en ef it tr us t or p r iv ate f oun dation )
Op en to Pub l ic
Dep ar tmen t of the Tr eas ur y ^
I n ter n al Rev en ue Ser v ice The or g an iz ation may hav e to us e a cop y of this r etur n to s atis f y s tate r ep or tin g r eq uir emen ts
I n s p ection
A For the 2 01 1 cal en dar year , or tax year b eg in n in g , 2 01 1 , an d en din g
1 Br ief l y des cr ib e the or g an iz ation ' s mis s ion or mos t s ig n if ican t activ ities . SUPPORT C HARI TI ES & SPONSOR PROGRAMS
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d WHI C H ALLEVI ATE, _THROUGH_ EDUC ATI ON,_RESEARC H_ I N_I _TI A_TI _VES,_SOC _I E_TY' S MOS_T_ -
I NC LUDI NG THOSE RELATI NG TO SOC I AL WELFARE, HEALTH1 PERVASI VE AND RADI C AL NEEDS1 _ _ - _
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ENVI RONMENT' EC ONOMI C S' GOVERNANC E' FOREI GN RELATI ONS AND ARTS AND C ULTURE.
0
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2 C heck this b ox 0,
F]
if the or g an iz ation dis con tin ued its op er ation s or dis p os ed of mor e than 2 5% of its n et as s ets .
3 Numb er of v otin g memb er s of the g ov er n in g b ody ( Par t VI , l in e 1 a) 3 5 0
4 Numb er of in dep en den t v otin g memb er s of the g ov er n in g b ody ( Par t VI , l in e 1 b ) 4 4
5 Total n umb er of in div idual s emp l oyed in cal en dar year 2 01 1 ( Par t V, l in e 2 a) 5 8
Z 6 Total n umb er of v ol un teer s ( es timate if n eces s ar y) 6 0
a 7a Total un r el ated b us in es s r ev en ue f r om Par t VI I I , col umn ( C ) , l in e 1 2 7a 0.
b Net un r el ated b us in es s taxab l e in come f r om For m 990-T, l in e 34 7b
Pr ior Year C ur r en t Year
8 C on tr ib ution s an d g r an ts ( Par t VI I I , l in e 1 h) 2 8,998,795. 39 , 2 67, 594 .
9 Pr og r am s er v ice r ev en ue ( Par t VI I I , l in e 2 g ) 4 2 0 789. 774 , 2 54 .
1 0 I n v es tmen t in come ( Par t VI I I , col umn ( A) , l in es 3, 4 , an d 7d) 1 4 8,04 3. 85, 594 .
cc 1 1 Other r ev en ue ( Par t VI I I , col umn ( A) , l in es 5, 6d, 8c, 9c, 1 Oc, an d l ie)
1 2 Total r ev en ue -add l in es 8 thr oug h 1 1 ( mus t e q ual Par t VI I I , col umn ( A) , l in e 1 2 ) 2 9 567,62 7. 4 0 , 1 2 7, 4 4 2 .
1 3 Gr an ts an d s imil ar amoun ts p aid ( Par t I X, col umn ( A) , l in es 1 -3) 2 2 2 1 7,2 77. 2 9 72 2 01 7.
1 4 Ben ef its p aid to or f or memb er s ( Par t I X, col umn ( A) , l in e 4 )
1 5 Sal ar ies , other comp en s ation emp l oyee b en ef its ( Par t I X, col umn ( A) , l in es 5-1 0) 572 ,2 2 5. 631 2 96.
1 6a Pr of es s ion al f un dr 4 is in g f ees Par t I X, col umn ( A) , l in e 1 l e)
a al - 9 t I X, col umn ( D) , l in e 2 5) ^ 2 4 2 ,1 77.
1 t xen s es ( Par t I X, c ( A) , l in es 1 1 a-1 1 d, l l f -2 4 e) 2 2 75,82 5. 1 ,81 1 , 554 . p
1 8 tal exp en s s .tdj g A2 s 1 ( mus t eq ual Par t I X, col umn ( A) , l in e 2 5) 2 5 065,32 7. 32 , 1 64 , 867.
1 9 ' I ^ s s x en s es tr r aac l in e 1 8 f r om l in e 1 2 4 ,502 ,300. 7, 962 , 575.
b $ ^ ^ Beg in n in g of C ur r en t Year En d of Year
%1 2 0 of as s j ^ , e 1 6) 1 8,4 09 51 1 . 2 6 1 2 8 04 1 .
2 1 ,of t L-f ta I l es ( Par t X, l in e 2 6) 1 4 ,4 01 . 1 1 0 372 .
2 2 Net as s ets or f un d b al an ces Sub tr act l in e 2 1 f r om l in e 2 0 1 8 395 1 1 0. 2 6,01 7 669.
Par t I I Si g n atur e Bl ock
Un der p en aI b es of p en ur y, l decl ar e ha xamin e r etur n I n tl accomp mg s chedul es an d s tatemen ts , an d to the b es t of my kn owl edg e an d b el ief , it is tr ue, cor r ect, an d
comp l ete Decl ar ation of p r ep ar e, o er a r ) is s ed on al l i n of wh p r ep ar e,has an y kn owl edg e
Sig n
Sig n atur e L '
Her e
Whitn ey L. Bal l , r es iden t &
Typ e or p r in t n ame an d titl e
Pn n t/Typ e p r ep ar er ' s n ame Pr ep ar er ' s s ig n atur e
Paid I
Pr ep ar er Fir m' s n ame ^
Us e On l y
Fir m' s addr es s ^
May the I RS dis cus s this r etur n with the p r ep ar er s hown ab ov e? ( s ee 1
BAA For Pap er wor k Reduction Act Notice , s ee the s ep ar ate in s tr uct
Form 990 ( 2 01 1 ) Donors Trust, Inc. 52 -2 1 6632 7 Page 2
Part III Statement of Program Serv i ce Accompli shments
Check i f Schedule 0 contai ns a response to any questi on i n thi s Part III n
1 B ri ef ly descri be the organi z ati on' s mi ssi on.
SUPPORT CHARITIES WHICH-ALLEVIATE, THROUGH EDUCATION,_ RESEARCH AND PRIVATE _ _ _ _ _ _ __
INITIATIVES, SOCIETY' S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE
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See Form 990, Page 2 , Part III, Li ne
-
1 ( conti nued) _ _ - _ - _ _ _ _ _
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2 Di d the organi z ati on undertake any si gni f i cant program serv i ces duri ng the year whi ch were not li sted on the pri or
Form 990 or 990-EZ' n Yes D No
If ' Yes,' descri be these new serv i ces on Schedule 0
3 Di d the organi z ati on cease conducti ng, or make si gni f i cant changes i n how i t conducts, any program serv i ces? Yes n No
If ' Yes,' descri be these changes on Schedule 0
4 Descri be the organi z ati on' s program serv i ce accompli shments f or each of i ts three largest program serv i ces, as measured by expenses
Secti on 501 ( c) ( 3) and 501 ( c) ( 4) organi z ati ons and secti on 4947( a) ( 1 ) trusts are requi red to report the amount of grants and allocati ons to
others, the total expenses, and rev enue, i f any, f or each program serv i ce reported
4a ( Code- ) ( Expenses $ 30, 003, 855. i ncludi ng grants of $ 2 9, 52 5, 1 1 4. ) ( Rev enue $ 0. )
DAF PROGRAM-- A-DONOR ADVISED-FUND-( DAF) -PROGRAM ALLOWING DAF CONTRIB UTORS TO
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_ADVISE_GRANTS_ THAT SUPPORT CHARITIES _WHICH ALLEVIATE, THROUGH EDUCATIONI _ _ _ _ _ _ _ _ _ _
RESEARCH AND PRIVATE INITIATIVES,_SOCIETY' S MOST PERVASIVE AND RADICAL NEEDS-
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-
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INCLUDING THOSE-RELATING-TO-SOCIAL WELFARE, HEALTH, ENVIRONMENT,
-
ECONOMICS --- _ _ _ _ __
GOVERNANCE,-FOREIGN-RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE _ _
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_ _ __
PRIVATE-PHILANTHROPY AND-INDIVIDUAL GIVING AND-RESPONSIB ILITY AS AN-ANSWER TO
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SOCIETY' SNEEDS- AS_OPPOSED TO GOVERNMENTAL INVOLVEMENT _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
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4b ( Code. ) ( Expenses $ 2 08, 931 . i ncludi ng grants of $ 0. ) ( Rev enue $ 50. )
NEW PHILANTHROPY STUDIES-( NPS) -.-THE PROJECT FOR NEW-PHILANTHROPY-STUDIES-IS A
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PROGRAM THAT ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING TO
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B ETTER UNDERSTAND THE ROLE OF VOLUNTARY ACTION-AND-PHILANTHROPY-IN
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ACHIEVING SOCIAL COOPERATION AND DISTRIB UTION OF PRIVATE AND PUB LIC-GOODS _
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__
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4c ( Code ) ( Expenses $ 483, 773. i ncludi ng grants of $ 0. ) ( Rev enue $ 2 4,51 9. )
CENTER-FOR-COLLEGE AFFORDAB ILITY AND PRODUCTIVITY ( CCAP) .
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THE CENTER-FOR-COLLEGE AFFORDAB ILITY AND PRODUCTIVITY IS A
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PROGRAM DESIGNED _ _ _ _ _ __
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TO RESEARCH AND STUDY THE ECONOMICS OF HIGHER-EDUCATION, IN_PARTICULARJ_ISSUES
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OF-PRODUCTIVITY, EFFICIENCY,-ACCOUNTAB ILITY,-AND TRANSPARENCY.
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4d Other program serv i ces ( Descri be i n Schedule 0 )
( Expenses $ 1 , 1 78, 2 31 . i ncludi ng grants of $ 1 96, 903. ) ( Rev enue $ 87, 000.
4e Total program serv i ce expenses ^ 31 ,874,790.
B AA TEEAO1 02 071 051 1 1 Form 990 ( 2 01 1 )
F o r m 9 9 0 ( 2 0 1 1 ) Do no r s Tr ust, Inc. 52 -2 1 6632 7 P a g e
P a r t IV Che cklist o f Re q uir e d Sche d ule s
Ye s No
1 Is the o r g a niz a tio n d e scr ibe d in se ctio n 50 1 ( c) ( 3) o r 49 47( a ) ( 1 ) ( o the r tha n a p r iv a te f o und a tio n) ? If ' Ye s,' co m p le te
Sche d ule A 1 X
2 Is the o r g a niz a tio n r e quir e d to co m p le te Sche d ule B , Sche d ule o f Co ntr ibuto r s ( se e instr uctio ns) ' . 2 X
3 Did the o r g a niz a tio n e ng a g e in d ir e ct o r ind ir e ct p o litica l ca m p a ig n a ctiv itie s o n be ha lf o f o r in o p p o sitio n to ca nd id a te s
f o r p ublic o f f ice ? If ' Ye s,' co m p le te Sche d ule C, P a r t 1 3 X
4 Se ctio n 50 1 ( cX3) o r g a niz a tio ns . Did the o r g a niz a tio n e ng a g e in lo bby ing a ctiv itie s, o r ha v e a se ctio n 50 1 ( h) e le ctio n
in e f f e ct d ur ing the ta x y e a r ? If ' Ye s,' co m p le te Sche d ule C, P a r t II 4 X
5 Is the o r g a niz a tio n a se ctio n 50 1 ( c) ( 4) , 50 1 ( c) ( 5) , o r 50 1 ( c) ( 6) o r g a niz a tio n tha t r e ce iv e s m e m be r ship d ue s,
a sse ssm e nts, o r sim ila r a m o unts a s d e f ine d in Re v e nue P r o ce d ur e 9 8-1 9 7 If ' Ye s,' co m p le te Sche d ule C, P a r t 1 1 1 5 X
6 Did the o r g a niz a tio n m a inta in a ny d o no r a d v ise d f und s o r a ny sim ila r f und s o r a cco unts f o r which d o no r s ha v e the r ig ht
to p r o v id e a d v ice o n the d istr ibutio n o r inv e stm e nt o f a m o unts in such f und s o r a cco unts? If ' Ye s,' co m p le te Sche d ule D,
P a r t l 6 X
7 Did the o r g a niz a tio n r e ce iv e o r ho ld a co nse r v a tio n e a se m e nt, includ ing e a se m e nts to p r e se r v e o p e n sp a ce , the
e nv ir o nm e nt , histo r ic la nd a r e a s o r histo r ic str uctur e s? If ' Ye s ,' co m p le te Sche d ule D, P a r t 1 1 7
8 Did the o r g a niz a tio n m a inta in co lle ctio ns o f wo r ks o f a r t , histo r ica l tr e a sur e s , o r o the r sim ila r a sse ts? If ' Ye s,'
co m p le te Sche d ule D, P a r t III 8
9 Did the o r g a niz a tio n r e p o r t a n a m o unt in P a r t X, line 2 1 , se r v e a s a custo d ia n f o r a m o unts no t liste d in P a r t X,
o r p r o v id e cr e d it co unse ling , d e bt m a na g e m e nt , cr e d it r e p a ir , o r d e bt ne g o tia tio n se r v ice s? If ' Ye s,' co m p le te
Sche d ule D, P a r t IV 9
1 0 Did the o r g a niz a tio n , d ir e ctly o r thr o ug h a r e la te d o r g a niz a tio n , ho ld a sse ts in te m p o r a r ily r e str icte d e nd o wm e nts,
p e r m a ne nt e nd o wm e nts , o r qua si-e nd o wm e nts? If ' Ye s,' co m p le te Sche d ule D, P a r t V 1 0 X
1 1 If the o r g a niz a tio n ' s a nswe r to a ny o f the f o llo wing que stio ns is ' Ye s' , the n co m p le te Sche d ule D, P a r ts V I, V II, V III, IX,
o r X a s a p p lica ble
a Did the o r g a niz a tio n r e p o r t a n a m o unt f o r la nd , build ing s a nd e quip m e nt in P a r t X, line 1 0 ? If ' Ye s,' co m p le te Sche d ule
D, P a r t V I 1 1 a X
b Did the o r g a niz a tio n r e p o r t a n a m o unt f o r inv e stm e nts - o the r se cur itie s in P a r t X, line 1 2 tha t is 5% o r m o r e o f its to ta l
a sse ts r e p o r te d in P a r t X, line 1 6? If ' Ye s,' co m p le te Sche d ule D, P a r t V II 1 1 b
c Did the o r g a niz a tio n r e p o r t a n a m o unt f o r inv e stm e nts - p r o g r a m r e la te d in P a r t X, line 1 3 tha t is 5 % o r m o r e o f its to ta l
a sse ts r e p o r te d in P a r t X, line 1 6? If ' Ye s,' co m p le te Sche d ule 0 , P a r t V III 1 1 c
d Did the o r g a niz a tio n r e p o r t a n a m o unt f o r o the r a sse ts in P a r t X, line 1 5 tha t is 5% o r m o r e o f its to ta l a sse ts r e p o r te d
in P a r t X, line 1 6' If ' Ye s,' co m p le te Sche d ule D, P a r t IX 1 1 d
e Did the o r g a niz a tio n r e p o r t a n a m o unt f o r o the r lia bilitie s in P a r t X, line 2 5' If ' Ye s,' co m p le te Sche d ule D, P a r t X Ill e
If Did the o r g a niz a tio n ' s se p a r a te o r co nso lid a te d f ina ncia l sta te m e nts f o r the ta x y e a r includ e a f o o tno te tha t a d d r e sse s
the o r g a niz a tio n ' s lia bility f o r unce r ta in ta x p o sitio ns und e r F IN 48 ( ASC 740 ) ' If ' Ye s,' co m p le te Sche d ule D, P a r t X 1 1 f
1 2 a Did the o r g a niz a tio n o bta in se p a r a te , ind e p e nd e nt a ud ite d f ina ncia l sta te m e nts f o r the ta x y e a r ? If ' Ye s,' co m p le te
Sche d ule D, P a r ts XI, XII, a nd XIII 1 2 a X
b Wa s the o r g a niz a tio n includ e d in co nso lid a te d , ind e p e nd e nt a ud ite d f ina ncia l sta te m e nts f o r the ta x y e a r ? If ' Ye s,' a nd
If the o r g a niz a tio n a nswe r e d ' No ' to line 1 2 a , the n co m p le ting Sche d ule D, P a r ts XI, XII, a nd XIII is o p tio na l 1 2 b
1 3 Is the o r g a niz a tio n a scho o l d e scr ibe d in se ctio n 1 70 ( b) ( 1 ) ( A) ( ii) ' If ' Ye s ,' co m p le te Sche d ule E 1 3
1 4a Did the o r g a niz a tio n m a inta in a n o f f ice , e m p lo y e e s , o r a g e nts o utsid e o f the Unite d Sta te s? 1 4a
b Did the o r g a niz a tio n ha v e a g g r e g a te r e v e nue s o r e x p e nse s o f m o r e tha n $ 1 0 ,0 0 0 f r o m g r a ntm a king , f und r a ising ,
busine ss , inv e stm e nt, a nd p r o g r a m se r v ice a ctiv itie s o utsid e the Unite d Sta te s, o r a g g r e g a te f o r e ig n inv e stm e nts v a lue d
a t $1 0 0 ,0 0 0 o r m o r e ' If ' Ye s,' co m p le te Sche d ule F , P a r ts 1 a nd IV 1 4b
1 5 Did the o r g a niz a tio n r e p o r t o n P a r t IX, co lum n ( A) , line 3 , m o r e tha n $5,0 0 0 o f g r a nts o r a ssista nce to a ny o r g a niz a tio n
o r e ntity lo ca te d o utsid e the Unite d Sta te s? If ' Ye s,' co m p le te Sche d ule F , P a r ts II a nd IV 1 5
1 6 Did the o r g a niz a tio n r e p o r t o n P a r t IX, co lum n ( A) , line 3 , m o r e tha n $5 , 0 0 0 o f a g g r e g a te g r a nts o r a ssista nce to
ind iv id ua ls lo ca te d o utsid e the Unite d Sta te s? If ' Ye s,' co m p le te Sche d ule F , P a r ts 1 1 1 a nd IV 1 6
1 7 Did the o r g a niz a tio n r e p o r t a to ta l o f m o r e tha n $1 5 , 0 0 0 o f e x p e nse s f o r p r o f e ssio na l f und r a ising se r v ice s o n P a r t IX,
co lum n ( A) , line s 6 a nd 1 1 e ? If ' Ye s,' co m p le te Sche d ule G, P a r t I ( se e instr uctio ns) 1 7
1 8 Did the o r g a niz a tio n r e p o r t m o r e tha n $1 5 , 0 0 0 to ta l o f f und r a ising e v e nt g r o ss inco m e a nd co ntr ibutio ns o n P a r t V III,
line s 1 c a nd 8a ' If ' Ye s,' co m p le te Sche d ule G, P a r t II 1 8
1 9 Did the o r g a niz a tio n r e p o r t m o r e tha n $1 5,0 0 0 o f g r o ss inco m e f r o m g a m ing a ctiv itie s o n P a r t V III, line 9 a ? If ' Ye s,'
co m p le te Sche d ule G, P a r t 1 1 1
2 0 a Did the o r g a niz a tio n o p e r a te o ne o r m o r e ho sp ita l f a cilitie s? If ' Ye s,' co m p le te Sche d ule H
F b If ' Ye s' to line 2 0 a , d id the o r g a niz a tio n a tta ch a co p y o f its a ud ite d f ina ncia l sta te m e nts to this r e tur n?
3
2 O
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
B AA TEEA0 1 0 3 0 1 1 2 31 1 2 F o r m 9 9 0 ( 2 0 1 1 )
Form 990 ( 2 01 1 ) Donors Trust, Inc. 52 -2 1 6632 7 Page4
Part IV C h eck l i st of Req ui red Sch ed ul es conti nued
Yes No
2 1 Di d th e organi z ati on rep ort more th an $5,000 of grants and oth er assi stance to governments and organi z ati ons i n th e
Uni ted States on Part IX , col umn ( A ) , l i ne 1 ' If ' Yes,' comp l ete Sch ed ul e I, Parts 1 and l l 2 1 X
2 2 Di d th e organi z ati on rep ort more th an $5,000 of grants and oth er assi stance to i nd i vi d ual s i n th e Uni ted States on Part
IX , col umn ( A ) , l i ne 2 ' If ' Yes,' comp l ete Sch ed ul e I, Parts I and 1 1 1 2 2 X
2 3 Di d th e organi z ati on answer ' Yes' to Part V II, Secti on A , l i ne 3, 4, or 5 about comp ensati on of th e organi z ati on' s current
and f ormer of f i cers, d i rectors, trustees, k ey emp l oyees, and h i gh est comp ensated emp l oyees? If ' Yes,' comp l ete
Sch ed ul e J 2 3 X
2 4a Di d th e organi z ati on h ave a tax-exemp t bond i ssue wi th an outstand i ng p ri nci p al amount of more th an $1 00,000 as of
th e l ast d ay of th e year, and th at was i ssued af ter December 31 , 2 002 ' If ' Yes,' answer l i nes 2 4b th rough 2 4d and
comp l ete Sch ed ul e K . If ' No, go to l i ne 2 5 2 4a X
b Di d th e organi z ati on i nvest any p roceed s of tax-exemp t bond s beyond a temp orary p eri od excep ti on? 2 4b
c Di d th e organi z ati on mai ntai n an escrow account oth er th an a ref und i ng escrow at any ti me d uri ng th e year to d ef ease
any tax-exemp t bond s? 2 4c
d Di d th e organi z ati on act as an ' on beh al f of ' i ssuer f or bond s outstand i ng at any ti me d uri ng th e year? 2 4d
2 5a Secti on 501 ( cx3) and 501 ( cx4) organi z ati ons . Di d th e organi z ati on engage i n an excess benef i t transacti on wi th a
d i sq ual i f i ed p erson d uri ng th e year? If ' Yes,' comp l ete Sch ed ul e L , Part I 2 5a X
b Is th e organi z ati on aware th at i t engaged i n an excess benef i t transacti on wi th a d i sq ual i f i ed p erson i n a p ri or year, and
th at th e transacti on h as not been rep orted on any of th e organi z ati on' s p ri or Forms 990 or 990-EZ' If ' Yes,' comp l ete
Sch ed ul e L , Part I 2 5b X
2 6 Was a l oan to or by a current or f ormer of f i cer, d i rector, trustee, k ey emp l oyee, h i gh l y comp ensated emp l oyee, or
' ' ' s tax year If Yes, comp l ete Sch ed ul e L , Part II d i sq ual i f i ed p erson outstand i ng as of th e end of th e organi z ati on 2 6 X
2 7 Di d th e organi z ati on p rovi d e a grant or oth er assi stance to an of f i cer, d i rector, trustee, k ey emp l oyee, substanti al
contri butor or emp l oyee th ereof , a grant sel ecti on commi ttee member, or to a 35% control l ed enti ty or f ami l y member
of any of th ese p ersons? If ' Yes,' comp l ete Sch ed ul e L , Part 1 1 1 2 7 X
2 8 Was th e organi z ati on a p arty to a busi ness transacti on wi th one of th e f ol l owi ng p arti es ( see Sch ed ul e L , Part IV
i nstructi ons f or ap p l i cabl e f i l i ng th resh ol d s, cond i ti ons, and excep ti ons) ,
a A current or f ormer of f i cer, d i rector, trustee, or k ey emp l oyee? If ' Yes,' comp l ete Sch ed ul e L , Part IV 2 8a X
b A f ami l y member of a current or f ormer of f i cer, d i rector, trustee, or k ey emp l oyee? If ' Yes,' comp l ete
Sch ed ul e L , Part IV 2 8b X
c A n enti ty of wh i ch a current or f ormer of f i cer, d i rector, trustee, or k ey emp l oyee ( or a f ami l y member th ereof ) was an
of f i cer, d i rector, trustee, or d i rect or i nd i rect owner? If ' Yes,' comp l ete Sch ed ul e L , Part IV 2 8c X
2 9 Di d th e organi z ati on recei ve more th an $2 5,000 i n non-cash contri buti ons? If ' Yes,' comp l ete Sch ed ul e M . 2 9 X
30 Di d th e organi z ati on recei ve contri buti ons of art, h i stori cal treasures, or oth er si mi l ar assets, or q ual i f i ed conservati on
contri buti ons? If ' Yes,' comp l ete Sch ed ul e M 30 X
31 Di d th e organi z ati on l i q ui d ate, termi nate, or d i ssol ve and cease op erati ons? If ' Yes,' comp l ete Sch ed ul e N, Part 1 31 X
32 Di d th e organi z ati on sel l , exch ange, d i sp ose of , or transf er more th an 2 5% of i ts net assets? If ' Yes,' comp l ete
Sch ed ul e N, Part 1 1 32 X
33 Di d th e organi z ati on own 1 00% of an enti ty d i sregard ed as sep arate f rom th e organi z ati on und er Regul ati ons secti ons
301 7701 -2 and 301 .7701 -3? If ' Yes,' comp l ete Sch ed ul e R, Part I 33 X
34 Was th e organi z ati on rel ated to any tax-exemp t or taxabl e enti ty? If ' Yes,' comp l ete Sch ed ul e R, Parts Il , Il l , IV , and V ,
l i ne 1 34 X
35a Di d th e organi z ati on h ave a control l ed enti ty wi th i n th e meani ng of secti on 51 2 ( b) ( 1 3) ' 35a X
b Di d th e organi z ati on recei ve any p ayment f rom or engage i n any transacti on wi th a control l ed enti ty wi th i n th e meani ng
of secti on 51 2 ( b) ( 1 3) ' If ' Yes,' comp l ete Sch ed ul e R, Part V , l i ne 2 35b X
36 Secti on 501 ( cx3) organi z ati ons. Di d th e organi z ati on mak e any transf ers to an exemp t non-ch ari tabl e rel ated
organi z ati on' If ' Yes,' comp l ete Sch ed ul e R, Part V , l i ne 2 36 X
37 Di d th e organi z ati on cond uct more th an 5% of i ts acti vi ti es th rough an enti ty th at i s not a rel ated organi z ati on and th at i s
treated as a p artnersh i p f or f ed eral i ncome tax p urp oses? If ' Yes,' comp l ete Sch ed ul e R, Part V I X
38 Di d th e organi z ati on comp l ete Sch ed ul e 0 and p rovi d e exp l anati ons i n Sch ed ul e 0 f or Part V I, l i nes 1 1 and 1 9?
r Note . A l l Form 990 f i l ers are re q ui red to com p l ete Sch ed ul e 0 38 X
BA A Form 990 ( 2 01 1 )
TEEA 01 04 01 /2 3/1 2
Part V Statements Regarding Other IRS Fil ings and Tax Compl iance
Check if Schedul e 0 contains a resp onse to any q uestion in this Part V
Yes No
1 a Enter the number reported in Box 3 of Form 1 096 Enter -0- if not appl icabl e 1 a 63
b Enter the number of Forms W-2 G incl uded in l ine l a Enter -0- if not appl icabl e 1 b 0
amin w ith back u w ithhol din rul es f or re ortabl e pay ments to vendors and reportabl e c Did the or aniz ation com l g g g p y p p g
( gambl ing) w innings to priz e w inners? 1 c X
2 a Enter the number of empl oy ees reported on Form W-3, Transmittal of Wage and Tax State-
ments, f il ed f or the cal endar y ear ending w ith or w ithin the y ear covered by this return 2 a 8
b If at l east one is reported on l ine 2 a, did the organiz ation f il e al l req uired f ederal empl oy ment tax returns? 2 b X
Note. If the sum of l ines 1 a and 2 a is greater than 2 50, y ou may be req uired to e-f il e ( see instructions)
3a Did the organiz ation have unrel ated business gross income of $ 1 ,000 or more during the y ear? 3a X
b If ' Yes' has it f il ed a Form 990-T f or this y ear? If ' No,' provide an expl anation in Schedul e 0 3b
4a A t any time during the cal endar y ear, did the organiz ation have an interest in, or a signature or other authority over, a
f inancial account in a f oreign country ( such as a bank account, securities account, or other f inancial account) ? 4a X
b If ' Yes,' enter the name of the f oreign country .
See instructions f or f il ing req uirements f or Form TD F 90-2 2 .1 , Report of Foreign Bank and Financial A ccounts
5a Was the organiz ation a party to a prohibited tax shel ter transaction at any time during the tax y ear? 5a X
b Did any taxabl e party notif y the organiz ation that it w as or is a party to a prohibited tax shel ter transaction' 5b X
c If ' Yes,' to l ine 5a or 5b, did the organiz ation f il e Form 8886-T' Sc
6a Does the organiz ation have annual gross receipts that are normal l y greater than $ 1 00,000, and did the organiz ation
sol icit any contributions that w ere not tax deductibl e' 6a X
b If ' Yes,' did the organiz ation incl ude w ith every sol icitation an express statement that such contributions or gif ts w ere
not tax deductibl e 6b
7 Organiz ations that may receive deductibl e contributions under section 1 70( c) .
c ti n nd tl f o nd f $ 75 d tl t b d D d th t t on ri u par y r goo e organiz a ion receive a pay men in excess o ma e par y as a o a s a a i
services provided to the pay or. 7a X
b If ' Yes,' did the organiz ation notif y the donor of the val ue of the goods or services provided' 7b
c Did the organiz ation sel l , exchange, or otherw ise dispose of tangibl e personal property f or w hich it w as req uired to f il e
Form 82 82 ? 7c X
d If ' Yes,' indicate the number of Forms 82 82 f il ed during the y ear I 7d1 _
e Did the organiz ation receive any f unds, directl y or indirectl y , to pay premiums on a personal benef it contract? 7e X
f Did the organiz ation, during the y ear, pay premiums, directl y or indirectl y , on a personal benef it contract? 7f X
g If the organiz ation received a contribution of q ual if ied intel l ectual property , did the organiz ation f il e Form 8899
as req uired? 7 X
h If the organiz ation received a contribution of cars, boats, airpl anes, or other vehicl es, did the organiz ation f il e a
Form 1 098-C' 7h X
8 Sponsoring organiz ations maintaining donor advised f unds and section 509( aX3) supporting organiz ations. Did the
supporting organiz ation, or a donor advised f und maintained by a sponsoring organiz ation, have excess business
hol dings at any time during the y ear? 8 X
9 Sponsoring organiz ations maintaining donor advised f unds.
a Did the organiz ation mak e any taxabl e distributions under section 49667 9a X
b Did the organiz ation mak e a distribution to a donor, donor advisor, or rel ated person? 9b X
1 0 Section 501 ( c) ( 7) organiz ations. Enter
a Initiation f ees and capital contributions incl uded on Part VIII, l ine 1 2 1 0a
b Gross receipts, incl uded on Form 990, Part VIII, l ine 1 2 , f or publ ic use of cl ub f acil ities 1 0b
1 1 Section 501 ( cx1 2 ) organiz ations. Enter
a Gross income f rom members or sharehol ders 1 1 a
b Gross income f rom other sources ( Do not net amounts due or paid to other sources
against amounts due or received f rom them.) 1 1 b
1 2 a Section 4947( aXl ) non-exempt charitabl e trusts. Is the organiz ation f il ing Form 990 in l ieu of Form 1 041 ? 1 2 a
b If ' Yes,' enter the amount of tax-exempt interest received or accrued during the y ear 1 1 2 b1
1 3 Section 501 ( cx2 9) q ual if ied nonprof it heal th insurance issuers.
a Is the organiz ation l icensed to issue q ual if ied heal th pl ans in more than one state? 1 3a
Note . See the instructions f or additional inf ormation the organiz ation must report on Schedul e 0.
b Enter the amount of reserves the organiz ation is req uired to maintain by the states in
w hich the organiz ation is l icensed to issue q ual if ied heal th pl ans 1 3b
c Enter the amount of reserves on hand 1 3c
1 4a Did the organiz ation receive any pay ments f or indoor tanning services during the tax y ear' 1 4a X
b If ' Yes,' has it f il ed a Form 72 0 to re p ort these p ay ments? If ' No,' provide an expl anation in Schedul e 0 1 4b
BA A TEEA 01 05 07/ 05/ 1 1 Form 990 ( 2 01 1 )
Part V I Governance , Management and Di scl osure For each Yes' response to l i nes 2 through 7b b el ow , and f or
a 'N o' response to l i ne 8 a, 8 b , or 1 0b b el ow , descri b e the ci rcumstances, processes, or changes In
Schedul e 0. See i nstructi ons.
Check i f Schedul e 0 contai ns a response to any questi on i n thi s Part V I
IX -1
Secti on A . Governi ng Bod y and Manag ement
Yes N o
1 a Enter the numb er of voti ng memb ers of the governi ng b ody at the end of the tax year 1 a 5
If there are materi al di f f erences i n voti ng ri ghts among memb ers
of the governi ng b ody, or i f the governi ng b ody del egated b road
authori ty to an ex ecuti ve commi ttee or si mi l ar commi ttee, ex pl ai n i n Schedul e 0.
b Enter the numb er of voti ng memb ers i ncl uded i n l i ne l a, ab ove, w ho are i ndependent b 4
trustee or key empl o ee have a f ami l y rel ati onshi p or a b usi ness rel 2 Di d any of f i cer di rector ati onshi p w i th any other , , , y
of f i cer, di rector, trustee or key empl oyee? 2 X
3 Di d the organi z ati on del egate control over management duti es customari l y perf ormed b y or under the di rect supervi si on
of of f i cers, di rectors or trustees, or key empl oyees to a management company or other person? 3 X
4 Di d the organi z ati on make any si gni f i cant changes to i ts governi ng documents
si nce the pri or Form 990 w as f i l ed? 4 X
5 Di d the organi z ati on b ecome aw are duri ng the year of a si gni f i cant di versi on of the organi z ati on's assets? 5 X
6 Di d the organi z ati on have memb ers or stockhol ders? 6 X
7a Di d the organi z ati on have memb ers, stockhol ders, or other persons w ho had the pow er to el ect or appoi nt one or more
memb ers of the governi ng b ody? 7a X
b A re any governance deci si ons of the organi z ati on reserved to ( or sub j ect to approval b y) memb ers,
stockhol ders, or other persons other than the governi ng b ody? 7b X
8 Di d the organi z ati on contemporaneousl y document the meeti ngs hel d or w ri tten acti ons undertaken duri ng the year b y
the f ol l ow i ng
a The governi ng b ody? 8 a X
b Each commi ttee w i th authori ty to act on b ehal f of the governi ng b ody? 8 b X
9 Is there any of f i cer, di rector or trustee, or key empl oyee l i sted i n Part V II, Secti on A , w ho cannot b e reached at the
organi z ati on's mai l i ng address? If 'Yes,' rovl de the names and addresses i n Schedul e 0 9 X
Secti on B. Pol i ci es ( Thi s Secti on B req uests i nf ormati on ab outpol i ci es not re ui red by the Internal R evenue Code.)
Yes N o
1 0a Di d the organi z ati on have l ocal chapters, b ranches, or af f i l i ates? 1 0a X
b If 'Yes,' di d the organi z ati on have w ri tten pol i ci es and procedures governi ng the acti vi ti es of such chapters, af f i l i ates, and b ranches to ensure thei r
operati ons are consi stent w i th the organi z ati on's ex empt purposes? 1 0b
1 1 a H as the organi z ati on provi ded a compl ete copy of thi s Form 990 to al l memb ers of i ts governi ng b ody b ef ore f i l i ng the f orm? 1 1 a
x
b Descri b e i n Schedul e 0 the process, i f any, used b y the organi z ati on to revi ew thi s Form 990
1 2 a Di d the organi z ati on have a w ri tten conf l i ct of i nterest pol i cy? If 'N o,' go to l i ne 1 3 1 2 a X
b Were of f i cers, di rectors or trustees, and key empl oyees requi red to di scl ose annual l y i nterests that coul d gi ve ri se
to conf l i cts' 1 2 b X
c Di d the organi z ati on regul arl y and consi stentl y moni tor and enf orce compl i ance w i th the pol i cy? If 'Yes,' descri b e In
Schedul e 0 how th i s i s done 1 2 c X
1 3 Di d the organi z ati on have a w ri tten w hi stl eb l ow er pol i cy? 1 3 X
1 4 Di d the organi z ati on have a w ri tten document retenti on and destructi on pol i cy? 1 4 X
1 5 Di d the process f or determi ni ng compensati on of the f ol l ow i ng persons i ncl ude a revi ew and approval b y i ndependent
persons, comparab i l i ty data, and contemporaneous sub stanti ati on of the del i b erati on and deci si on?
a The organi z ati on's CEO, Ex ecuti ve Di rector , or top management of f i ci al 1 5a X
b Other of f i cers of key empl oyees of the organi z ati on 1 5b X
If 'Yes' to l i ne 1 5a or 1 5b , descri b e the process i n Schedul e 0. ( See i nstructi ons.)
1 6a Di d the organi z ati on i nvest i n, contri b ute assets to, or parti ci pate i n a j oi nt venture or si mi l ar arrangement w i th a
I
tax ab l e enti ty duri ng the year? 1 6 X
b If 'Yes,' di d the organi z ati on f ol l ow a w ri tten pol i cy or procedure requi ri ng the organi z ati on to eval uate i ts
parti ci pati on i n j oi nt venture arrangements under appl i cab l e f ederal tax l aw , and taken steps to saf eguard the
org ani z ati on's ex em p t status w i th resp ect to such arrang ements? 1 6b
Secti on C . Di scl osure
1 7 L i st the states w i th w hi ch a copy of thi s Form 990 i s requi red to b e f i l ed ^
------------------------------
1 8 Secti on 61 04 requi res an organi z ati on to make i ts Forms 1 02 3 ( or 1 02 4 i f appl i cab l e) , 990, and 990-T ( 501 ( c) ( 3) s onl y) avai l ab l e f or pub l i c
i nspecti on Indi cate how you make these avai l ab l e. Check al l that appl y
f l Ow n w eb si te
El
A nother's w eb si te X I Upon request
1 9 Descri b e i n Schedul e 0 w hether ( and i f so, how ) the organi z ati on makes i ts governi ng documents, conf l i ct of i nterest pol i cy, and f i nanci al statements avai l ab l e to
the pub l i c duri ng the tax year
2 0 State the name, physi cal address, and tel ephone numb er of the person w ho possesses the b ooks and records of the organi z ati on
^ Donors_Trust _ _ - _ _ _ _ _1 09N H enry St,_ - _ A l ex andri a, V A 2 2 31 4 _2 903- -
-
_ ( 7 03) _535_3563
BA A TEEA 01 06 01 / 2 3/ 1 2 Form 990 ( 2 01 1 )
Part V II Compensation of O f f icers, Directors, Trustees, Key Employees, H igh est Compensated Employees, and
Independent Contractors
' Ch eck If Sch edule 0 contains a response to any question in th is Part V II
Section A. O f f icers, Directors, Trustees, Kev Employees, and H igh est Com
1 a Complete th is tab le f or all persons required to b e listed Report compensation f or th e calendar year ending w ith or w ith in th e
organiz ation' s tax year
L ist all of th e organiz ation' s current of f icers directors, trustees ( w h eth er individuals or organiz ations) , regardless of amount of
compensation. Enter -0- in columns ( D) , ( E) , and ( F) if no compensation w as paid.
L ist all of th e organiz ation' s current key employees, if any. See instructions f or def inition of ' key employee.'
L ist th e organiz ation' s f ive current h igh est compensated employees ( oth er th an an of f icer, director, trustee, or key employee) w h o
received reportab le compensation ( Box 5 of Form W-2 and/or Box 7 of Form 1 099-MISC) of more th an $1 00,000 f rom th e organiz ation and any
related organiz ations
L ist all of th e organiz ation' s f ormer of f icers, key employees, and h igh est compensated employees w h o received more th an $1 00,000 of
reportab le compensation f rom th e organiz ation and any related organiz ations
L ist all of th e organiz ation' s f ormer directors or trustees th at received, in th e capacity as a f ormer director or trustee of th e
organiz ation, more th an $1 0,000 of reportab le compensation f rom th e organiz ation and any related organiz ations
L ist persons in th e f ollow ing order individual trustees or directors; institutional trustees; of f icers; key employees, h igh est compensated
employees, and f ormer such persons.
Ch eck th is b ox if neith er th e organiz ation nor any related or g aniz ation com ensated any current of f icer, director, or trustee
( C)
( A) ( B)
Position
( do not ch eck more th an one b ox , ( D) ( E) ( F)
Name and title Average unless person is b oth an of f icer Reportab le Reportab le Estimated
h ours
per w eek
and a director/trustee) compensation f rom
th t
compensation f rom
l t d t
amount of oth er
t
( describ e o a R x ' i
e or9an z a ion
( W MISC 2 /1 099
re organiz a a e ions
( W 2 /1 099 MISC
compensa ion
th f
r h q g
- ) - - - ) rom e
ou s
related
t
ti u a
organiz ation
and related
organz a, C = organiz ations
tions in 3 2
Sch edule
0) f
m
5
a
y
ary
Q 1 ) WIj i: t: Ety_ L _ Ball_ _ _ _ -_ _
President & CEO 40.00 X X X 1 98,584. 0. 1 9 , 858.
Kimb erly_ O Dennis_ _ _ _ _
Ch airman 0.00 X 0. 0. 0.
l( 3) James-Piereson
- -------------
V ice Ch airman 0.00 X 0. 0. 0.
( 4) Nath aniel_ C._ Mof f at_ _ _
Director 0.00 X 0. 0. 0.
_ L 5) William J. H ume
--------------
Director 0.00 X 0. 0. 0.
( 6) Jef f ry C_ Zysik _ _ _ _ _
CFO , Sec-Treas. 40.00 X X 1 60 000. 0. 0.
AL L MAY BE REACH ED
AT TH E O RGANIZATIO N
L
9
( 1 0) -------------------
51 ^-------------------
X1 2 ) -------------------
S1 3) -------
S1 4) -------------------
BAA TEEA01 07 07/06/1 1 Form 990 ( 2 01 1 )
Part V II S ecti on A . O f f i cers, Di rectors, Trustees Ke Emp l oy ees, and H i ghest Com p ensated Emp l oy ees ( cont)
( C)
( A ) ( B)
Posi ti on
( do not check more than one ( D) ( E) ( F)
Name and ti tl e
A verage b ox , unl ess p erson i s b oth an Rep ortab l e Rep ortab l e Esti mated
hours of f i cer and a di rector/ trustee) comp ensati on f rom
the ani z ati
comp ensati on f rom
rel d or t ons t
amount of other
ti p er
k x f D -
org on
( W-2 / 1 099-MIS C
gani z a i a e
2 / 1 099 MIS C W
comp ensa on
f m th wee o 5 S ?
.
) ( - - ) ro e
( descri b
e
a -
ID
` - E n i
-
o M
organi z ati on
and rel ated
hours
f or
6 S
s
o '
C,
m
0
organi z ati ons
rel ated
organi -
5' 2 ^ z ati ons '
S ch O ) a
X1 5) -------------------------
51 ^ --------------------------
--------------------------
S 1 8 ) -------------------------
X1 9) -------------------------
PO P
-------------------------
( 2 1 ) -------------------------
S ^ ) --------------------------
S 2 3) -------------------------
j2 4) -------------------------
52 5) -------------------------
-
1 b S ub -total 358 58 4. 0. 1 9 , 8 58 .
c Total f rom conti nuati on sheets to Part V II, S ecti on A
d Total add l i nes 1 b and 1 c 358 58 4. 0. . 1 9 .L 8 58
2 Total numb er of i ndi vi dual s ( i ncl udi ng b ut not l i mi ted to those l i sted ab ove) who recei ved more than $1 00,000 of rep ortab l e comp ensati on
f rom the organi z ati on 0- 2
No
3 Di d the organi z ati on l i st any f ormer of f i cer, di rector or trustee, key emp l oy ee, or hi ghest comp ensated emp l oy ee
on l i ne 1 a? If 'Y es,' comp l ete S chedul e J f or such i ndi vi dual 3 X
4 For any i ndi vi dual l i sted on l i ne l a, i s the sum of rep ortab l e comp ensati on and other comp ensati on f rom
the organi z ati on and rel ated organi z ati ons greater than $1 50,000? If 'Y es' comp l ete S chedul e J f or
such i ndi vi dual 4 X
5 Di d any p erson l i sted on l i ne 1 a recei ve or accrue comp ensati on f rom any unrel ated organi z ati on or i ndi vi dual
f or servi ces rendered to the organi z ati on? If 'Y es,' comp l ete S chedul e J f or such p erson 5 X
S ecti on B. Indep endent Contractors
1 r:mmnl of a thi s tahl a f or vnur f i ves hi nhacf cmmnancatart i nri enanri ent contractors that recei vad more than P1 00_000 of
com p ensati on f rom the organi z ati on Re p ort comp ensati on f or the cal endar y ear end i ng wi th or wi thi n the organi z ati on's tax y ear
( A )
Name and b usi ness address
( B)
Descri p ti on of servi ces
( C)
Comp ensati on
Ri chard V edder 7464Ri d g evi ew Ci rcl e A thens O H 45701 Research, wri ti ng , sp eaki ng, 1 50, 000.
and admi ni strati on
Ted Frank 901 N Monroe S t #1 007 A rl i ng ton V A 2 2 2 01 L e g al servi ces 1 98 ,000.
Cl ai re Ki ttl e 2 8 68 Tradewi nd Dr Mount Pl easant S C 2 9466 A dmi ni strati ve and recrui ti ng se 1 08 , 000.
2 Total numb er of i ndep endent contractors ( i ncl udi ng b ut not l i mi ted to those l i sted ab ove) who recei ved more than
$1 00,000 i n com p ensati on f rom the organi z ati on ^ 3
BA A TEEA 01 08 07/ 06/ 1 1 Form 990 ( 2 01 1 )
Part V III Statement of Revenue
( A ) ( B ) ( C ) ( D)
Total revenue Rel ated or Unrel ated Revenue
exempt business excl uded f rom tax
f unction revenue under sections
revenue 51 2 , 51 3, or 51 4
1 a Federated campaigns l a
b Membership dues l b
Q c Fundraising events 1 c
d Rel ated organizations l d g
yr: e G overnment grants ( contributions) 1 e
zV S
W f A l l other contributions, gif ts, grants, and
X
^ _ simil ar amounts not incl uded above if 39, 2 67, 594
0
= g N oncash contributions incl uded in Ins l a-l f . $ 2 , 078, 774.
Ua In Total . A dd l ines l a-1 f 39 2 67 594.
W B usiness C ode
W 2 a A dministration serv i ces
- -
561 000 662 , 685. 0. 0. 662 , 685.
-------- ---
b Subscriptions = N PS 51 1 1 2 0 50. 50. 0. 0.
W
_
- - - - - - - - - - - -
c L egal f ee recovery 541 1 00 87, 000. 87, 000. 0. 0. _ _ _ _ _ _
d Research, writing, editing
------ -
541 900 2 4, 51 9. 2 4 , 51 9. 0. 0.
e
f A l l other program service revenue
o
Total . A dd l ines 2 a-2 f 774, 2 54.
3 Investment income ( incl uding dividends, interest and
other simil ar amounts)
1 1 1 0-
2 06 988. 0. 0. 2 06, 988.
4 Income f rom investment of tax-exempt bond proceeds
5 Royal ties
1 1 1 0.
( i) Real ( ii) Personal
6a G ross rents
b Less rental expenses
c Rental income or ( l oss)
d N et rental income or S )
1 0.
7a G ross amount f rom sal es of
( i)
Securities ( u) O ther
assets other than inventory 8 572 , 1 62 .
b Less- cost or other basis
and sal es expenses 8, 693, 556.
c G ain or ( l oss) -1 2 1 , 394. ,
d N et gain or ( l oss) -1 2 1 , 394. 0. 0. -1 2 1
F
394.
8a G ross income f rom f undraising events
( not incl uding $
of contributions reported on l ine 1 c) .
See Part IV , l ine 1 8 a
b Less direct expenses b
0
c N et income or ( l oss) f rom f undraising ev ents
9a G ross income f rom gaming activities
See Part IV , l ine 1 9 a
b Less- direct expenses b
c N et income or ( l oss) f rom gaming activiti es
1 0a G ross sal es of inventory, l ess returns
and al l owances a
b Less- cost of goods sol d . b
c N et income or ( l oss) f rom sal es of inventory
Miscel l aneous Revenue B usiness C ode
1 1 a
- - ----------- -- ---
b
- -- - ----------- -- -
c
------------------
d A l l other revenue
e Total . A dd l ines 1 1 a-1 l d
1 2 Total revenue. See instructions ^ 40, 1 2 7, 442 . 1 1 1 , 569. 0. 748 2 79.
B A A TE E A O 1 09 07/ 06/ 1 1 Form 990 ( 2 01 1 )
Form 9 9 0 ( 2 0 1 1 ) Donors Trust, Inc. 52 -2 1 6632 7 Page 1 0
Part IX Statement of Functional Expenses
Section 50 1 ( c) ( 3) and 50 1 ( c) ( 4 ) organiz ations must complete all columns.
A ll oth er organiz ations must complete column ( A ) b ut are not req uired to complete columns ( 6) , ( C ) , and ( D) .
C h eck if Sch edule 0 contains a response to any q uestion in th is Part IX
Do not include amounts reported on lines
6b , 7b , 8 b , 9 b , and 1 0 b of Part V III.
Total expenses
B
Program
service
expenses
C
Management and
g eneral ex enses
D
Fundraising
expenses
1 Grants and oth er assistance to governments
and organiz ations in th e United States See
Part IV , line 2 1 2 9 72 2 , 0 1 7. 2 9 ,72 2 , 0 1 7.
2 Grants and oth er assistance to individuals in
th e United States. See Part IV , line 2 2
3 Grants and oth er assistance to governments,
organiz ations, and individuals outside th e
United States . See Part IV , lines 1 5 and 1 6
4 Benefits paid to or for memb ers
5 C ompensation of current officers , directors,
trustees, and key employ ees 378 , 4 4 3. 2 4 8 1 4 4 . 34 , 9 2 2 . 9 5 , 377.
6 C ompensation not included ab ove, to
disq ualified persons ( as defined under
section 4 9 58 ( f) ( 1 ) ) and persons describ ed
in section 4 9 58 ( c) ( 3) ( B)
7 O th er salaries and wages 1 9 8 , 4 2 2 . 1 37 , 58 9 . 2 8 , 62 8 . 32 , 2 0 5.
8 Pension plan accruals and contrib utions
( include section 4 0 1 ( k) and section 4 0 3( b )
employ er contrib utions)
9 O th er employ ee b enefits 1 9 , 38 6. 1 2 ,9 63 . 2 , 1 36. 4 , 2 8 7.
1 0 Pay roll taxes 35,0 4 5. 2 3 , 4 34 . 3 , 8 60 . 7 , 751 .
1 1 Fees for services ( non-employ ees) :
a Management
b L egal 4 39 , 635. 4 35 678 . 3,9 57. 0 .
c A ccounting 2 0 ,0 8 0 . 9 ,4 8 9 . 1 0 ,59 1 . 0 .
d L ob b y ing
e Professional fundraising services See Part IV , line 1 7
f Investment management fees 37,1 1 3. 36, 8 63. 2 50 . 0 .
g O th er 9 0 1 , 38 0 . 8 9 2 , 670 . 3,9 78 . 4 , 732 .
1 2 A dvertising and promotion 8 6,0 0 2 . 2 8 ,8 68 . 0 . 57,1 34 .
1 3 O ffice expenses 1 4 ,9 73. 1 1 ,354 . 1 ,4 0 7. 2 ,2 1 2 .
1 4 Information tech nology 2 3,8 8 4 . 1 6,0 9 7 . 2 ,4 37. 5,350 .
1 5 R oy alties
1 6 O ccupancy 55 , 0 69 . 38 ,656 . 6,38 3. 1 0 ,0 30 .
1 7 Travel 1 30 , 1 31 . 1 1 4 , 565. 0 . 1 5,566.
1 8 Pay ments of travel or entertainment
expenses for any federal , state, or local
pub lic officials
1 9 C onferences, conventions , and meetings
2 0 Interest
2 1 Pay ments to affiliates
2 2 Depreciation , depletion, and amortiz ation 7,8 79 . 5,51 5 . 9 1 9 . 1 ,4 4 5.
2 3 Insurance 3 , 8 0 2 . 2 , 661 . 4 4 4 . 69 7.
2 4 O th er expenses Itemiz e expenses not
covered ab ove ( L ist miscellaneous expenses
in line 2 4 e If line 2 4 e amount exceeds 1 0 %
of line 2 5, column ( A ) amount , list line 2 4 e
expenses on Sch edule 0 )
aPri ntinq &product i o n 2 8 , 655. 2 6 , 4 74 . 0 . 2 , 1 8 1 . _ _ _ _ _
deliy ery b Postage & 1 0 ,62 9 . 9 , 551 . 4 1 9 . 659 . . _ _ _ _ _ _ _ _
cTeleph one 4 ,9 71 . 3 54 8 . 553. 8 70 .
dUtilities 4 ,70 3. 3,2 9 2 . 54 9 . 8 62 .
e A ll oth er expenses 4 2 , 64 8 . 4 0 , 362 . 1 , 4 67. 8 1 9 .
2 5 Total functional expenses . A dd lines I th rough 2 4 e 64 , 8 67 . 31 , 8 1 9 , 79 0 . 1 0 2 , 9 0 0 . 2 4 2 ,1 77.
2 6 J oint costs. C omplete th is line only if
th e organiz ation reported in column ( B)
j oint costs from a comb ined educational
campaign and fundraising solicitation.
C h eck h ere 1 , 0 if following
SO P 9 8 -2 ( A SC 9 58 -72 0 )
-
BA A
Form 9 9 0 ( 2 0 1 1 )
TEEA 0 1 1 0 0 1 /2 6/1 2
Form 990 ( 2 01 1 ) Donors Trust, Inc. 52 -2 1 6632 7 Page 1 1
Part X Balance Sheet
( A )
Beginning of year
( B)
End of year
1 Cash - non-interest-b earing 1
2 Sav ings and temp orary cash inv estments. 1 5 309, 01 0. 2 2 0 , 2 2 2 , 498.
3 Pledges and grants receiv ab le, net 3
4 A ccounts receiv ab le, net 67, 82 0. 4 79 , 32 9.
em lo r r r ke ees 5 R b l f t nd f f f t t t d p y y , eceiv a rom curren a orme ice s, irec o s, rus ees, es o
and highest comp ensated emp loyees Comp lete Part II of Schedule L 5
6 Receiv ab les f rom other disq ualif ied p ersons ( as def ined under section 4958( f ) ( 1 ) ) ,
p ersons describ ed in section 4958( c) ( 3) ( B) , and contrib uting emp loyers and
es' b enef iciar r n f n 501 l nt r m l t t ( 9) - y ing orga y e p sp onso iz a ions o sec io ( c) v o u a oye
organiz ations ( see instructions) 6
A
s
7 Notes and loans receiv ab le, net 7
E 8 Inv entories f or sale or use .. 8
T
9 Prep aid exp enses and def erred charges 9
1 0a L and, b uildings, and eq uip ment. cost or other b asis
Comp lete Part V I of Schedule D 1 0a 81 ,2 1 5.
b L ess. accumulated dep reciation 1 0b 47,2 07. 36,632 . 1 0c 34 , 008.
1 1 Inv estments - p ub licly traded securities 2 979, 850. 1 1 5,42 6 , 007.
1 2 Inv estments - other securities. See Part IV , line 1 1 0 . 1 2 350 , 000.
1 3 Inv estments - p rogram-related. See Part IV , line 1 1 1 3
1 4 Intangib le assets 1 4
1 5 O ther assets See Part IV , line 1 1 1 6,1 99. 1 5 1 6 , 1 99.
1 6 Total assets. A dd lines 1 through 1 5 ( must e q ual line 34) 1 8 409, 51 1 . 1 6 2 6 , 1 2 8 , 041 .
1 7 A ccounts p ayab le and accrued exp enses 1 4 , 401 . 1 7 89 , 52 2 .
1 8 Grants p ayab le 0. 1 8 2 0 , 850.
1 9 Def erred rev enue . 1 9
L 2 0 Tax-exemp t b ond liab ilities 2 0
A 2 1 Escrow or custodial account liab ility Comp lete Part IV of Schedule D 2 1
B
L
2 2 Payab les to current and f ormer of f icers, directors, trustees, key emp loyees,
rt II l l P h l f C t h t t d d d d
T
i omp e a comp ensa emp oyees, an isq ua ie p ersons. e ig es e
of Schedule L 2 2
E 2 3 Secured mortgages and notes p ayab le to unrelated third p arties 2 3
s 2 4 Unsecured notes and loans p ayab le to unrelated third p arties 2 4
2 5 O ther liab ilities ( including f ederal income tax, p ayab les to related third p arties,
and other liab ilities not included on lines 1 7-2 4) . Comp lete Part X of Schedule D 2 5
2 6 Total liab ilities. A dd lines 1 7 through 2 5 1 4 , 401 . 2 6 1 1 0 372 .
T
O rganiz ations that f ollow SFA S 1 1 7, check here ^ X and comp lete lines
2 7 through 2 9 and lines 33 and 34.
A 2 7 Unrestricted net assets 1 8 395, 1 1 0.
_
2 7 2 6 01 7 669.
2 8 Temp orarily restricted net assets 2 8
2 9 Permanently restricted net assets 2 9
R
F
O rganiz ations that do not f ollow SFA S 1 1 7, check here ^ and comp lete
lines 30 through 34.
D 30 Cap ital stock or trust p rincip al, or current f unds 30
A
31 Paid-in or cap ital surp lus, or land, b uilding, or eq uip ment f und 31
A 32 Retained earnings, endowment, accumulated income, or other f unds 32
N
33 Total net assets or f und b alances 1 8 395, 1 1 0. 33 2 6 01 7 669.
s 34 Total liab ilities and net assets/ f und b alances 1 8, 409 51 1 . 34 2 6 1 2 8 041 .
BA A Form 990 ( 2 01 1 )
TEEA 01 1 1 07/ 06/ 1 1
Form 990 ( 2 01 1 ) Donors Trust, Inc. 52 -2 1 6632 7 Page 1 2
Part X I R econci l i ati on of N et Assets
Check i f S ched ul e 0 contai ns a resp onse to any q uesti on i n thi s Part X I n
1 Total revenue ( must eq ual Part V III, col umn ( A) , l i ne 1 2 ) 1 40 1 2 7 442 .
2 Total exp enses ( must eq ual Part IX , col umn ( A) , l i ne 2 5) 2 32 , 1 64,867.
3 R evenue l ess exp enses S ubtract l i ne 2 f rom l i ne 1 3 7,962 , 575.
4 N et assets or f und bal ances at begi nni ng of y ear ( must eq ual Part X , l i ne 33, col umn ( A) ) 4 1 8,3 51 1 0.
5 Other changes i n net assets or f und bal ances ( exp l ai n i n S ched ul e 0) 5 -340 , 01 6.
6 N et assets or f und bal ances at end of y ear Combi ne l i nes 3, 4, and 5 ( must eq ual Part X , l i ne 33,
col umn ( B ) ) 6 2 6, 01 7, 669.
Part= X l 1 " Fi nanci al S tatements and R ep orti ng
Check i f S ched ul e 0 contai ns a resp onse to any q uesti on i n thi s Part X II
F]
1 Accounti ng method used to p rep are the Form 990 : [] Cash X Q Accrual Other
If the organi z ati on changed i ts method of accounti ng f rom a p ri or y ear or checked ' Other ,' exp l ai n
i n S ched ul e 0
2 a Were the organi z ati on' s f i nanci al statements comp i l ed or revi ewed by an i nd ep end ent accountant?
b Were the organi z ati on' s f i nanci al statements aud i ted by an i nd ep end ent accountant?
Yes N o
2 a X
2 b X
c If ' Yes' to l i ne 2 a or 2 b, d oes the organi z ati on have a commi ttee that assumes resp onsi bi l i ty f or oversi ght of the aud i t,
revi ew , or comp i l ati on of i ts f i nanci al statements and sel ecti on of an i nd ep end ent accountant? 2 c X
If the organi z ati on changed ei ther i ts oversi ght p rocess or sel ecti on p rocess d uri ng the tax y ear, exp l ai n
i n S ched ul e 0.
d If ' Yes' to l i ne 2 a or 2 b, check a box bel ow to i nd i cate whether the f i nanci al statements f or the y ear were i ssued on a
sep arate basi s, consol i d ated basi s, or both .
US ep arate basi s X j consol i d ated basi s j B oth consol i d ated and sep arate basi s ^ , ; ' ,
3a As a resul t of a f ed eral award , was the organi z ati on req ui red to und ergo an aud i t or aud i ts as set f orth i n the S i ngl e
Aud i t Act and OMB Ci rcul ar A 1 33? 3a X
b If ' Yes,' d i d the organi z ati on und ergo the req ui red aud i t or aud i ts? If the organi z ati on d i d not und ergo the req ui red aud i t
or aud i ts, ex p l ai n wh y i n S ched ul e 0 and d escri be any ste p s taken to und ergo such aud i ts 3b
B AA Form 990 ( 2 01 1 )
TEEA01 1 2 07/06/1 1
OMB No 1 5 4 5 - 0 0 4 7
SCHEDULE A
P u b l i c Ch a r i t y St a t u s a nd P u b l i c Su ppor t 20 1 1
(For m 990 or 990 - EZ )
Compl et e i f t h e or g a ni z a t i on i s a s ec t i on 5 0 1 (c ) (3 ) or g a ni z a t i on or a s ec t i on
4 94 7 ( a Xl ) nonexempt c h a r i t a b l e t r u s t .
Open t o P u b l i c
I nt er na l
Revenu e
Ser v c e
T r ea s u r y
^ At t a c h t o For m 990 or For m 990 - EZ . 1 , See s epa r a t e i ns t r u c t i ons .
I ns pec t i on
Na me of t h e or g a ni z a t i on Empl oy er i dent i f i c a t i on nu mb er
Donor s T r u s t , I nc . 5 2- 21 663 27
P a r t I Rea s on f or P u b l i c Ch a r i t y St a t u s (Al l or g a ni z a t i ons mu s t c ompl et e t h i s pa r t . ) See i ns t r u c t i ons .
T h e or g a ni z a t i on i s not a pr i va t e f ou nda t i on b ec a u s e i t i s - (For l i nes 1 t h r ou g h 1 1 , c h ec k onl y one b ox )
1 A c h u r c h , c onvent i on of c h u r c h es or a s s oc i a t i on of c h u r c h es des c r i b ed i n s ec t i on 1 7 0 (b X1 XAXi ) .
2 A s c h ool des c r i b ed i n s ec t i on 1 7 0 (b Xl XAXi i ) . (At t a c h Sc h edu l e E )
3 A h os pi t a l or a c ooper a t i ve h os pi t a l s er vi c e or g a ni z a t i on des c r i b ed i n s ec t i on 1 7 0 (b Xl XAXi i i ) .
4 A medi c a l r es ea r c h or g a ni z a t i on oper a t ed i n c onju nc t i on w i t h a h os pi t a l des c r i b ed i n s ec t i on 1 7 0 (b Xl XAXi i i ) . Ent er t h e h os pi t a l ' s
na me , c i t y , a nd s t a t e
- - - - e- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
5 UAn or g a ni z a t i on oper a t ed f or t h e b enef i t of a c ol l eg e or u ni ver s i t y ow ned or oper a t ed b y a g over nment a l u ni t des c r i b ed i n s ec t i on
1 7 0 (b X1 XA) i (i v ) . ( Compl et e P a r t I I . )
6 A f eder a l , s t a t e, or l oc a l g over nment or g over nment a l u ni t des c r i b ed i n s ec t i on 1 7 0 ( b X1 XAXv) .
7 X An or g a ni z a t i on t h a t nor ma l l y r ec ei ves a s u b s t a nt i a l pa r t of i t s s u ppor t f r om a g over nment a l u ni t or f r om t h e g ener a l pu b l i c des c r i b ed
i n s ec t i on 1 7 0 (b X1 XAXvi ) . ( Compl et e P a r t I I )
8 KA c ommu ni t y t r u s t des c r i b ed i n s ec t i on 1 7 0 ( b X1 XAXvi ) . ( Compl et e P a r t I I . )
9 0 An or g a ni z a t i on t h a t nor ma l l y r ec ei ves , (1 ) mor e t h a n 3 3 - 1 /3 % of i t s s u ppor t f r om c ont r i b u t i ons , memb er s h i p f ees , a nd g r os s r ec ei pt s
f r om a c t i vi t i es r el a t ed t o i t s exempt f u nc t i ons - s u b jec t t o c er t a i n exc ept i ons , a nd (2) no mor e t h a n 3 3 - 1 /3 % of i t s s u ppor t f r om g r os s
i nves t ment i nc ome a nd u nr el a t ed b u s i nes s t a xa b l e i nc ome ( l es s s ec t i on 5 1 1 t a x) f r om b u s i nes s es a c qu i r ed b y t h e or g a ni z a t i on a f t er
Ju ne 3 0 , 1 97 5 See s ec t i on 5 0 9 ( a X2) . (Compl et e P a r t I I I . )
1 0 An or g a ni z a t i on or g a ni z ed a nd oper a t ed exc l u s i vel y t o t es t f or pu b l i c s a f et y See s ec t i on 5 0 9(a X4 ) .
1 1 An or g a ni z a t i on or g a ni z ed a nd oper a t ed exc l u s i vel y f or t h e b enef i t of , t o per f or m t h e f u nc t i ons of , or c a r r y ou t t h e pu r pos es of one or
mor e pu b l i c l y s u ppor t ed or g a ni z a t i ons des c r i b ed i n s ec t i on 5 0 9(a ) (1 ) or s ec t i on 5 0 9(a ) ( 2) See s ec t i on 5 0 9 ( a X3 ) . Ch ec k t h e b ox t h a t
des c r i b es t h e t y pe of s u ppor t i ng or g a ni z a t i on a nd c ompl et e l i nes 1 1 e t h r ou g h 1 1 h
a n T y pe I b []T y pe I I c UT y pe I I I - Fu nc t i ona l l y i nt eg r a t ed d U T y pe I I I - Ot h er
e U By c h ec k i ng t h i s b ox , I c er t i f y t h a t t h e or g a ni z a t i on i s not c ont r ol l ed di r ec t l y or i ndi r ec t l y b y one or mor e di s qu a l i f i ed per s ons
ot h er t h a n f ou nda t i on ma na g er s a nd ot h er t h a n one or mor e pu b l i c l y s u ppor t ed or g a ni z a t i ons des c r i b ed i n s ec t i on 5 0 9 ( a ) (1 ) or
s ec t i on 5 0 9(a ) (2)
I I f t h e or g a ni z a t i on r ec ei ved a w r i t t en det er mi na t i on f r om t h e I RS t h a t i s a T y pe I , T y pe I I or T y pe I I I s u ppor t i ng or g a ni z a t i on,
c h ec k t h i s b ox
Si nc e Au g u s t 1 7 , 20 0 6, h a s t h e or g a ni z a t i on a c c ept ed a ny g i f t or c ont r i b u t i on f r om a ny of t h e f ol l ow i ng per s ons ?
Yes No
(i ) A per s on w h o di r ec t l y or i ndi r ec t l y c ont r ol s , ei t h er a l one or t og et h er w i t h per s ons des c r i b ed i n (i i ) a nd (I I I )
b el ow , t h e g over ni ng b ody of t h e s u ppor t ed or g a ni z a t i on? 1 1 i
(i i ) A f a mi l y memb er of a per s on des c r i b ed i n (I ) a b ove? 1 1 i i
(i i i ) A 3 5 % c ont r ol l ed ent i t y of a per s on des c r i b ed i n (I ) or (i f ) a b ove? 1 1 (i i i )
P r ovi de t h e f ol l ow i ng i nf or ma t i on a b ou t t h e s u ppor t ed or g a ni z a t i on(s )
(i ) Na me of s u ppor t ed
or g a ni z a t i on
(i i ) EI N (i i i ) T y pe of or g a ni z a t i on
(des c r i b ed on l i nes 1 - 9
a b ove or I RC s ec t i on
(s ee i ns t r u c t i ons ) )
(i v) I s t h e
or g a ni z a t i on i n
c ol u mn (i ) l i s t ed i n
y ou r g over ni ng
doc u ment ?
(v) Di d y ou not i f y
t h e or g a ni z a t i on i n
c ol u mn (i ) of
y ou r s u ppor t 7
(vi ) I s t h e
or g a ni z a t i on i n
c ol u mn (i )
or g a ni z ed i n t h e
U S ?
(vi i ) Amou nt of s u ppor t
Yes No Yes No Yes No
( A)
B
( C)
( D)
T ot a l
BAA For P a per w or k Redu c t i on Ac t Not i c e . s ee t h e I ns t r u c t i ons f or For m 9 90 or 990 - EZ . Sc h edu l e A (For m 990 or 990 - EZ ) 20 1 1
T EEA0 4 0 1 0 9/28/1 1
Schedule A (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 Page 2
Part II Support Schedule for Organizations Described in Sections 170(bx1XAXiv) and 170(bX1XAXvi)
(C omplete only if y ou check ed the box on line 5, 7, or 8 of Part I or if the organization failed to q ualify under Part Ill. If the
organization fails to q ualify under the tests listed below , please complete Part Ill )
Section A. Public Support
C alendar y ear ( or fiscal y ear
beginning in)
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 G ifts, grants, contributions, and
membership fees received (Do not
include any ' unusual grants) 12,18 8 , 446. 10, 634, 041. 16, 778 , 729. 28 , 998 , 795. 39, 267, 594. 107 8 67, 605.
2 Tax revenues levied for the
organization' s benefit and
either paid to or expended
on its behalf
3 The value of services or
facilities furnished by a
governmental unit to the
organization w ithout charge
4 Total. Add lines 1 through 3 12, 18 8 , 446. 10, 634, 041. 16, 778 , 729. 28 , 998 , 795. 39, 267, 594. 107 8 67, 605.
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
show n on line 11, column (f) 13 552 791.
6 Public support. Subtract line 5
from line 4 94, 314, 8 14 .
Section B . Total Su pport
C alendar y ear ( or fiscal y ear
beginning in)
7 Amounts from line 4
8 G ross income from interest,
dividends, pay ments received
on securities loans, rents,
roy alties and income from
similar sources
9 Net income from unrelated
business activities, w hether or
not the business is regularly
carried on
10 Other income Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV )
11 Total support. Add lines 7
through 10
(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
12,18 8 ,446. 10,634,041. 16,778 ,729. 28 ,998 ,795. 39,267,594. 107 8 67 605.
271,453. 28 4 903. 70 , 330. 8 0,8 00. 206, 9 8 . 914 474.
108 78 2 079.
12 G ross receipts from related activities, etc (see instructions) 12
13 First five y ears. If the Form 990 is for the organization' s first, second, third, fourth, or fifth tax y ear as a section 501(c)(3)
organization, check this box and stop here n
Section C . C omputation of Public Support Percentage
14 Public support percentage for 2011 (line 6, column (f) divided by line 11, column (f))
15 Public support percentage from 2010 Schedule A, Part II, line 14
8 6.70%
8 2.22%
16a 33- 113% support test - 2011 . If the organization did not check the box on line 13, and the line 14 is 33-1/3% or more, check this box
and stop here . The organization q ualifies as a publicly supported organization ^ X
R TI
b 33-113% support test - 2010 . If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box
and stop here . The organization q ualifies as a publicly supported organization 0
17a 10 %-facts-and - circumstances test - 2011 . If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the ' facts-and-circumstances' test, check this box and stop here . Explain in Part IV how
the organization meets the ' facts-and-circumstances' test The organization q ualifies as a publicly supported organization
b 10%-facts-and - circumstances test - 2010 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the ' facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the
organization meets the ' facts-and-circumstances' test The organization q ualifies 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 .
B AA
TEEA0402 05/25/11
Schedule A (Form 990 or 990-EZ) 2011
Part III Support Schedule f or O rgani z ati ons Descri bed i n Secti on 509(aX 2)
(Complete only i f y ou checked the box on li ne 9 of Part I or i f the organi z ati on f ai led to q uali f y under Part II If the organi z ati on f alls
to q uali f y under the tests li sted below, please co mp lete Part II )
Secti on A. Publi c Support
Calendar y ear ( or f i scal y r begi nni ng ( a ) 2007 (b) 2008 (c) 2009 ( d ) 2010 (e) 2011 Total
1 G i f ts, grants, contri buti ons
and membershi p f ees
recei ved (Do not i nclude
any ' unusual grants ' ) .
2 G ross recei pts f rom admi s-
si ons, merchandi se sold or
servi ces perf ormed, or f aci li ti es
f urni shed i n any acti vi ty that i s
related to the organi z ati on' s
tax-exempt purpose
3 G ross recei pts f rom acti vi ti es
that are not an unrelated trade
or busi ness under secti on 513
4 Tax revenues levi ed f or the
organi z ati on' s benef i t and
ei ther pai d to or expended on
i ts behalf
5 The value of servi ces or
f aci li ti es f urni shed by a
governmental uni t to the
organi z ati on wi thout charge
6 Total . Add li nes 1 through 5
7a Amounts i ncluded on li nes 1,
2, and 3 recei ved f rom
di sq uali f i ed persons
b Amounts i ncluded on li nes 2
and 3 recei ved f rom other than
di sq uali f i ed persons that
exceed the greater of $5,000 or
1 % of the amount on li ne 13
f or the y ear
c Add li nes 7a and 7b
8 Publi c support (Subtract li ne
7c f rom li ne 6 )
Secti on B. Total Support
Calendar y ear ( or f i scal y r begi nni ng i n)
9 Amounts f rom li ne 6
10a G ross i ncome f rom i nterest,
di vi dends, pay ments recei ved
on securi ti es loans, rents,
roy alti es and i ncome f rom
si mi lar sources
b Unrelated busi ness taxable
i ncome ( less secti on 511
taxes) f rom busi nesses
acq ui red af ter June 30, 1975
c Add li nes 1 O a and 1O b
11 N et i ncome f rom unrelated busi ness
acti vi ti es not i ncluded i n li ne 10b,
whether or not the busi ness i s
regularly carri ed on
12 O ther i ncome . Do not i nclude
gai n or loss f rom the sale of
capi tal assets (Explai n i n
Part IV .)
13 Total support. ( Add Ins 9, 10c, 11, and 12)
( a) 2007 (b) 2008 (c) 2009 (d) 2010 ( e ) 2011 Total
14 Fi rst f i ve y ears. If the Form 990 i s f or the organi z ati on' s f i rst, second, thi rd, f ourth, or f i f th tax y ear as a secti on 501 (c)(3)
organi z ati on, check thi s box and stop here ^ n
SPrti nn C_ Cmmi nutati nn of Puhli c Sunnnrt Pprcentane
Publi c
i on D of I
17 Investment i ncome percentage f or 2011 (li ne 10c, column (f ) di vi ded by li ne 13, column (f )) 17 %
18 Investment i ncome percentage f rom 2010 Schedule A, Part III, li ne 17 18 %
19a 33- 1/3% supporttests - 2011 . If the organi z ati on di d not check the box on li ne 14, and li ne 15 i s more than 33-1/3%, and li ne 17 K
i s not more than 33-1/3%, check thi s box and stop here . The organi z ati on q uali f i es as a publi cly supported organi z ati on
b 33-1 / 3% support tests - 2010 . If the organi z ati on di d not check a box on li ne 14 or li ne 19a, and li ne 16 i s more than 33-1/3%, and
li ne 18 i s not more than 33-1/3%, check thi s box and stop here . The organi z ati on q uali f i es as a publi cly supported organi z ati on
H
20 Pri vate f oundati on. If the organi z ati on di d not check a box on li ne 14, 19a, or 19b, check thi s box and see i nstructi ons
BAA TEEA0403 05/25/11 Schedule A (Form 990 or 990-EZ) 2011
Part IV Supplemental Inf ormati on. Complete thi s part to prov i de the ex planati ons req ui red b y Part II, li ne 10;
Part II, li ne 17a or 17b ; and Part III, li ne 12. Also complete thi s part f or any addi ti onal i nf ormati on.
(See Instructi ons).
BAA Schedule A (Form 990 or 990-EZ) 2011
TEEA0404 05/25/11
SCHEDULE D
(Form 990)
Department of th e Treasury
I nternal Revenue Service
Name of th e organization
Donors Trust, I nc.
OMB No 1545-0047
2 011
Open to Publ ic
I nspection
Empl oyer id entif ication number
52 -2 16632 7
Part I Organizations Maintaining Donor Ad vised Fund s or Oth er Simil ar Fund s or Accounts . Compl ete if
th e organization answered ' Y es' to Form 990, Part I V , l ine 6.
( a) Donor ad vised f und s ( b ) Fund s and oth er accounts
1 Total number at end of year 177 .
2 Aggregate contributions to (d uring year)
3 Aggregate grants f rom (d uring year)
4 Aggregate val ue at end of year .
37,767,694.
2 9,52 5,114.
2 1,948,959.
5 Did th e organization inf orm al l d onors and d onor ad visors in writing th at th e assets h el d in d onor ad vised
Y es No f und s are th e organization ' s property , subj ect to th e organization ' s ex cl usive l egal control ? X
Lai
6 Did th e organization inf orm al l grantees , d onors, and d onor ad visors in writing th at grant f und s can be
used onl y f or ch aritabl e purposes and not f or th e benef it of th e d onor or d onor ad visor , or f or any oth er
purpose conf erring impermissibl e private benef it? XZ Y es E] No
Part I I Conservation Easements . Compl ete if th e organization answered ' Y es' to Form 990, Part I V , l ine 7.
1 Purpose ( s) of conservation easements h el d by th e organization ( ch eck al l th at appl y).
Preservation of l and f or publ ic use ( e g , recreation or ed ucation ) Preservation of an h istorical l y important l and area
Protection of natural h abitat Preservation of a certif ied h istoric structure
Preservation of open space
2 Compl ete l ines 2 a th rough 2 d if th e organization h el d a q ual if ied conservation contribution in th e f orm of a conservation easement on th e
l ast d ay of th e tax year
I Hel d at th e End of th e Tax Y ear
Suppl emental Financial Statements
anization answered ' Y es,to Form 990 ^ Com l ete if th e or , p g
Part I V , l ines 6,7,8,9,10,11a,11b,11c,11d ,11e,11f ,12 a,or12 b.
^ Attach to Form 990. ^ See separate instructions.
a Total number of conservation easements
L2 b b Total acreage restricted by conservation easements
c Number of conservation easements on a certif ied h istoric structure incl ud ed in (a) 2 c
d Number of conservation easements incl ud ed in (c) acq uired af ter 8/ 17/ 06, and not on a h istoric
structure l isted in th e National Register 2 d
3 Number of conservation easements mod if ied , transf erred , rel eased , ex tinguish ed , or terminated by th e organization d uring th e
tax year ^
4 Number of states wh ere property subj ect to conservation easement is l ocated ^
5 Does th e organization h ave a written pol icy regard ing th e period ic monitoring , inspection, h and l ing of viol ations,
and enf orcement of th e conservation easements it h ol d s? F] Y es No
6 Staf f and vol unteer h ours d evoted to monitoring , inspecting, and enf orcing conservation easements d uring th e year
7 Amount of ex penses incurred in monitoring, inspecting, and enf orcing conservation easements d uring th e year
8 Does each conservation easement reported on l ine 2 (d ) above satisf y th e req uirements of section
170(h )(4)(B)(i) and section 170(h )(4)(B)(I I )' ' F]Y es F1 No
9 I n Part XI V , d escribe h ow th e organization reports conservation easements in its revenue and ex pense statement, and bal ance sh eet, and
incl ud e, if appl icabl e, th e tex t of th e f ootnote to th e organization' s f inancial statements th at d escribes th e organization' s accounting f or
conservation easements.
Part I I I Organizations Maintaining Col l ections of Art, Historical Treasures , or Oth er Simil ar Assets.
Compl ete if th e organization answered ' Y es' to Form 990, Part I V , l ine 8.
1 a I f th e organization el ected , as permitted und er SFAS 116 (ASC 958), not to report in its revenue statement and bal ance sh eet works of
art, h istorical treasures, or oth er simil ar assets h el d f or publ ic ex h ibition, ed ucation, or research in f urth erance of publ ic service, provid e,
in Part XI V , th e tex t of th e f ootnote to its f inancial statements th at d escribes th ese items
b I f th e organization el ected , as permitted und er SFAS 116 (ASC 958), to report in its revenue statement and bal ance sh eet works of art,
h istorical treasures, or oth er simil ar assets h el d f or publ ic ex h ibition, ed ucation, or research in f urth erance of publ ic service, provid e th e
f ol l owing amounts rel ating to th ese items:
(i) Revenues incl ud ed in Form 990, Part V I I I , l ine 1
(ii) Assets incl ud ed in Form 990, Part X ^ $
2 I f th e organization received or h el d works of art, h istorical treasures, or oth er simil ar assets f or f inancial gain, provid e th e f ol l owing
amounts req uired to be reported und er SFAS 116 (ASC 958) rel ating to th ese items
a Revenues incl ud ed in Form 990, Part V I I I , l ine 1 ^ $
b Assets incl ud ed in Form 990, Part X ^ $
BAA For Paperwork Red uction Act Notice , see th e I nstructions f or Form 990 . TEEa3301 05/ 2 5111 Sch ed ul e D (Form 990) 2 011
Schedule D (Form 990) 2011 Donors Trust, Inc. 52 -2 1663 27 Pa ge 2
Part III I O rgani z ati ons M ai ntai ni ng C ollecti ons of A rt, H i stori cal Treasures, or O ther Si mi lar A ssets (conti nued)
3 Usi ng the organi z ati on' s acq ui si ti on, accessi on, and other records, check any of the f ollow i ng that are a si gni f i cant use of i ts collecti on
i tems (check all that ap p ly).
a Pub li c ex hi b i ti on d H Loan or ex change p rograms
b Scholarly research e O ther
c Preservati on f or f uture generati ons
4 Provi de a descri p ti on of the organi z ati on' s collecti ons and ex p lai n how they f urther the organi z ati on' s ex emp t p urp ose i n
Part X IV .
5 Duri ng the year, di d the organi z ati on soli ci t or recei ve donati ons of art, hi stori cal treasures, or other si mi lar
assets to b e sold to rai se f unds rather than to b e mai ntai ned as p art of the organi z ati on' s collecti ons Yes No
Part IV Escrow and C ustodi al A rrangements. C omp lete i f the organi z ati on answ ered ' Yes' to Form 990, Part IV ,
li ne 9, or rep orted an amount on Form 990, Part X , li ne 21.
1 a Is the organi z ati on an agent, trustee, custodi an, or other i ntermedi ary f or contri b uti ons or other assets not
i ncluded on Form 990 , Part X ? nYes No
b If ' Yes,' ex p lai n the arrangement i n Part X IV and comp lete the f ollow i ng tab le'
c B egi nni ng b alance
d A ddi ti ons duri ng the year
e Di stri b uti ons duri ng the year
f Endi ng b alance .
2a Di d the organi z ati on i nclude an amount on Form 990, Part X , li ne 21?
b If ' Yes,' ex p lai n the arrangement i n Part X IV
Part V Endow ment Funds. C om p lete i f the or anlz atlon answ ered ' Yes' to Form 990, Part IV , li ne 10.
(a) C urrent year ( b ) Pri or year ( c) Tw o y ears b ack (d) Three y ears b ack (e) Four years b ack
1 a B egi nni ng of year b alance
b C ontri b uti ons
c Net i nvestment earni ngs, gai ns,
and losses
d G rants or scholarshi p s
e O ther ex p endi tures f or f aci li ti es
and p rograms
f A dmi ni strati ve ex p enses
g End of year b alance
16,684,776. 12 051,906. 8 , 939 , 680. 9 , 44-8,610.
39,141,594. 28,817,945. 16,592,079. 10 548,791.
-154 , 463. 249,299. 324,215. -472 , 097.
29,525,114. 22,172,327. 12,641,403. 9,366 969.
1,712,039. 1,912,824. 976
F
327. 1
1
10 3 256.
432,900. 349,223. 186 , 338. 115 399.
24,001,854. 16 684,776. 12,051,906. 8 , 939 , 680. 1
2 Provi de the esti mated p ercentage of the current year end b alance (li ne lg, column (a)) held as
a B oard desi gnated or q uasi -endow ment ^ 100.00 %
b Permanent endow ment ^ 0.00 %
c Temp orari ly restri cted endow ment ^ 0.00 %
The p ercentages i n li nes 2a, 2b , and 2c should eq ual 100%
3a A re there endow ment f unds not i n the p ossessi on of the organi z ati on that are held and admi ni stered f or the
organi z ati on b y.
(i ) unrelated organi z ati ons
Yes No
3a i X
(i i ) related organi z ati ons . a(i i X
b If ' Yes' to 3a(i i ), are the related organi z ati ons li sted as req ui red on Schedule R ?
3
. 3b
4 Descri b e i n Part X IV the i ntended uses of the organi z ati on' s endow ment f unds
Part V I Land , B ui ldi ngs, and Eq ui p ment. See Form 990, Part X , li ne 10.
Descri p ti on of p rop erty (a) C ost or other b asi s
( i nvestment)
(b ) C ost or other
b asi s ( other )
(c) A ccumulated
de p reci ati on
(d) B ook value
1 a Land
b B ui ldi ngs
c Leasehold i mp rovements 18, 695. 5 , 336. 13 , 359.
d Eq ui p ment 34 , 663. 1
1
25 , 894. 8 , 769.
e O ther 27,857. 1
1
15 , 977. 11
1
880.
Total . A dd li nes la through le. (C olumn (d) must eq ual Form 990, Part X , column (B ), li ne 10(c)) ^ 34,008.
B A A Schedule D (Form 990) 2011
TEEA 3302 01/16/12
Schedule D (Form 990) 2011 Donors Trust, Inc. 52-2166327 Page 3
Part V II Investments - Other Securi ti es. See Form 990, Part X , li ne 12.
(a) Descri p ti on of securi ty or category (b ) Book value I (c) Method of valuati on:
(i ncludi ng name of securi ty ) Cost or end-of -y ear market value
(1) Fi nanci al deri vati ves
(2) Closely -held eq ui ty i nterests
(3) Other
-----------------------
A
--------------------------
B
SQ--------------------------
D
E
F
G
H
--------------------------
---------------------------
Total. (Column (b ) must eq ual Form 990 Part X , column (B) li ne 12.) 0' ,
1
Part V III Investments - Proci ram R elated . See Form 990, Part X , li ne 13.
(a) Descri p ti on of i nvestment ty p e (b ) Book value (c) Method of valuati on
Cost or end - of -ear market value
(1 )
( 2 )
(3)
(4 )
( 5)
(6)
( 7)
( 8 )
( 9 )
(10)
Total. (Column (b ) must e q ual Form 990, Part X , column 8 li ne 13. )
2 FIN 4 8 (ASC 74 0) Footnote In Part X IV , p rovi de the tex t of the f ootnote to the organi z ati on' s f i nanci al statements that rep orts the
organi z ati on' s li ab i li ty f or uncertai n tax p osi ti ons under FIN 4 8 (ASC 74 0)
BAA TEEA3303 01/ 23/ 12 Schedule D (Form 990) 2011
Part X I R econci li ati on of C hang e i n N et A ssets f rom Form 990 to A udi ted Fi nanci al Statements
1 Total rev enue (Form 990, Part V III, column (A ), li ne 12) .. .. 40 , 127 , 442.
2 Total expenses (Form 990, Part IX , column (A ), li ne 25) 32 , 164 , 867.
3 Excess or (def i ci t) f or the y ear Sub tract li ne 2 f rom li ne 1 7 , 962, 575.
4 N et unreali z ed gai ns (losses) on i nv estments .. -240 , 056.
5 Donated serv i ces and use of f aci li ti es
6 Inv estment expenses
7 Pri or peri od adjustments
8 O ther (Descri b e i n Part X IV .) -55, 000.
9 Total adjustments (net) A dd li nes 4 through 8 -295, 056.
10 Excess or (def i ci t) f or the y ear per audi ted f i nanci al statements. C omb i ne li nes 3 and 9 7, 667, 519.
11Part X II R econci li ati on of R ev enue p er A udi ted Fi nanci al Statements Wi th R ev enue p er R eturn
1 Total rev enue, gai ns, and other support per audi ted f i nanci al statements 1 39 , 800 , 385.
2 A mounts i ncluded on li ne 1 b ut not on Form 990, Part V III, li ne 12.
a N et unreali z ed gai ns on i nv estments 2a -240, 057.
b Donated serv i ces and use of f aci li ti es 2b
c R ecov eri es of pri or y ear grants .. 2c
d O ther (Descri b e i n Part X IV ) 2d
e A dd li nes 2a through 2d 2e -240 , 057.
3 Sub tract li ne 2e f rom li ne 1
4 A mounts i ncluded on Form 990, Part V III, li ne 12, b ut not on li ne 1
a Inv estment expenses not i ncluded on Form 990, Part V III, li ne 7b 4a
b O ther (Descri b e i n Part X IV ) 4b 87, 000.
3 40 040 442.
c A dd li nes 4a and 4b 4c 87, 000.
5 Total rev enue A dd li nes 3 and 4c. (rhi s must equal Form 990, Part 1, li ne 12) 5 40,127, 442.
11Part X III R econci li ati on of Ex p enses p er A udi ted Fi nanci al Statements Wi th Ex p enses p er R eturn
1 Total expenses and losses per audi ted f i nanci al statements 1 32 132 866.
2 A mounts i ncluded on li ne 1 b ut not on Form 990, Part IX , li ne 25
a Donated serv i ces and use of f aci li ti es 2a
b Pri or y ear adjustments 2b
c O ther losses 2c
d O ther (Descri b e i n Part X IV ) 2d 54, 999.
e A dd li nes 2a through 2d 2e 54 , 999.
3 Sub tract li ne 2e f rom li ne 1
4 A mounts i ncluded on Form 990, Part IX , li ne 25, b ut not on li ne 1:
a Inv estment expenses not i ncluded on Form 990, Part V III, li ne 7b 4a
b O ther (Descri b e i n Part X IV .) 4b 87, 000.
3 32 , 077, 867.
c A dd li nes 4a and 4b 4c 87, 000.
5 Total ex p enses A dd li nes 3 and 4c. (Thi s must e q ual Form 990, Part 1, li ne 18 ) 5 32 , 164,867.
Part"0 1 1V Supplemental Inf ormati on
C omplete thi s part to prov i de the descri pti ons requi red f or Part II, li nes 3, 5, and 9, Part III, li nes la and 4, Part IV , li nes 1b and 2b ;
Part V , li ne 4, Part X , li ne 2, Part X I, li ne 8; Part X II, li nes 2d and 4b , and Part X III, li nes 2d and 4b . A lso complete thi s part to prov i de
any addi ti onal i nf ormati on
Pt-X I-Li ne-8 _ _ _ _ SEP_ IR A accrual f or b ook purposes to b e i ncluded 2012 Form 990
-------------------------
Pt X II
----
Li ne
----
4b
--
Legal _f ee rcoery _treated_as rev enue f or tax purposes and
------- ----------
Pt X II
--
Ine
----
4b
--
expense reducti on-f or
-
b ook purposes
-
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
-
Pt
--
-X III
---
Li ne
----
2d-
--
-SEP-IR A accrual f or pri or peri od peri ods-f or-b ook purposes _ _ _ _ _ _ _ _ _
------------
Pt
--
X I II
----
Li ne
----
2d
---
_ to b e -expensed on 2012 Form 990E $1_roundi ng_adj ust ._ _ _ _ _ _ _ _ _ _ _ _ _ _
-----------
Pt
--
X III
----
Li ne
----
4b _
--
Legal -f ee recov ery _treated_as rev enue f or tax purposes and
-- ----- -----------
Pt X I II
----
Li ne
----
4b
---
expense reducti on-f or b ook_purposes_ _ _ _ _ _ _ _ _ _ _ _ _
- --------------
BA A TEEA 3304 05/ 25/ 11 Schedule D (Form 990) 2011
Part XIV Supplemental Inf ormati on (conti nued)
Sch D Pt V -L4 The endowment f unds are held f or use i n-the programs- - - - - - - - - - - - - -
------------------------------
Sch D Pt V L4 descri bed i n Part III Li ne 4 of thi s Form 990
----------------------------------------------------------------
BAA TE E A3305 05/ 25/ 11 Schedule D (Form 990) 2011
SCHEDULE I
Grants and Other Assistance to Organizatio ns,
OM B N o 1 - 1 4 5 . 0 0 4 7
(Fo rm 990 )
Go vernments, and I ndividu al s in the United States 20 1 1
Co mpl ete if the o rganizatio n answered 'Yes' to Fo rm 990 , Part I V , l ines 21 o r 22. Open to Pu bl ic
Department o f the T reasu ry
^
I nternal Revenu e Service
Attatch to Fo rm 990 . I nspectio n
N ame o f the o rganizatio n Empl o y er identif icatio n nu mber
Do no rs T ru st. I nc_
1 5 2- 21 66327
I nf o rmatio n o n Grants and Assistance
Do es the o rganizatio n maintain reco rds to su bstantiate the amo u nt o f the grants o r assistance , the grantees ' el igibil ity f o r the grants o r assistance, and
the sel ectio n criteria u sed to award the grants o r assistance ?
XQ Yes E] N o
2 Describe in Part I V the o r g anizatio n's pro cedu res f o r mo nito ring the u se o f g rant f u nds in the United States
Part I I Grants and Other Assistance to Go vernments and Organizatio ns in the United States . Co mpl ete if the o rganizatio n answered 'Yes' to
Fo rm 990 , Part I V , l ine 21 f o r any recipient that received mo re than $5 ,0 0 0 . Check this bo x if no o ne recipient received mo re than $5 ,0 0 0 .
Part I I can be du l icated if additio nal space is needed '
1 (a) N ame and address o f o rganizatio n
o r go vernment
( b) EI N (c ) I RC sectio n
if appl icabl e
( d) Amo u nt o f cash grant (e) Amo u nt o f no n- cash
assistance
( f ) M etho d o f val u atio n
( bo o k. FM V , appraisal ,
o ther)
( g) Descriptio n o f
no n- cash assistance
(h) Pu rpo se o f grant
o r assistance
Al l See co ntinu atio n pages_
- - - - - - - - - - - - - - - - - - - -
2
- - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - -
4
- - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - -
5
- - - - - - - - - - - - - - - - - - - -
6
- - - - - - - - - - - - - - - - - - - -
n- - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - -
- - - - -
2 Enter to tal nu mber o f sectio n 5 0 1 (c)(3) and go vernment o rganizatio ns l isted in the l ine 1 tabl e
0 -
1 68
3 Enter to tal nu mber o f o ther o rganizatio ns l isted in the l ine 1 tabl e ' 0
B AA Fo r Paperwo rk Redu ctio n Act N o tice , see the I nstru ctio ns f o r Fo rm 990 . T EEA390 1 0 6/ 0 1 / 1 1 Schedu l e I (Fo rm 990 ) (20 1 1 )
Donors T ru st , I nc 52-2166327
Sc h I , Grant s t o Organizat ions and I ndv idu al s in t he U S
Part I I , Grant s t o Organizat ions and Gov e rnme nt s in t he U. S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
Name and Addre ss of EI N I RC Amou nt of Amou nt of Me t hod of De sc rip t ion of Pu rp ose of
Organizat ion or Se c t ion I f Cash Grant Non-Cash Val u at ion ( b ook , FMV, Non-Cash Grant or
Gov e rnme nt Ap p l ic ab l e Assist anc e ap p raisal , Assist anc e Assist anc e
ot he r)
T he Jame s Part ne rship
9302-C Ol d Ke e ne Mil l Road
Bu rk e , VA 22015 26-2521115 501 ( c ) ( 3 ) $24, 50000 N/A N/A N/A f or g e ne ral o e rat ions
I nde p e nde nt Wome n's Foru m
1875 1 St re e t , NW
Su it e 500
Washin g t on, DC 20006 54-1670627 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
St at e Pol ic y Ne t work
1655 Nort h Fort My e r Driv e
Su it e 360
Arl in g t on, VA 22209-3108 57-0952531 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral op e rat ions
911 Famil ie s f or a Se c u re Ame ric a Fou ndat ion
PO Box 23 f or t he Pol ic e p roje c t
Pawl in g , NY 12564 20-1456278 501 ( c ) ( 3 ) $7, 500 00 N/A N/A N/A Unde rre ort inof Crime
Ame ric an Himal ay an Fou ndat ion
909 Mont gome ry St . Su it e 400
San Franc isc o, CA 94133 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric an Univ e rsit y
4400 Massac hu se t t e s Av e nu e . NW
Washin gt on, DC 20016-8143 53-0196549 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
Cat o I nst it u t e
1000 Massac hu se t t s Av e nu e , NW
Washin g t on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Washin g t on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $10. 00000
1
N/A N/A N/A f or g e ne ral o p e rat ions
Sc he du l e I ( Form 990 or 990-EZ) 2011
Donors T ru st , I nc 52-2166327 2
Sc h I , Grant s t o Organizat ions and I ndv l du al s in t he U S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Cl arion Fu nd
255 We st 36t h St re e t
Su it e 800
Ne w York , NY 10018 20-5845679 501 ( c ) ( 3 ) $100, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Commonwe al t h Fou ndat ion f or Pu b l ic Pol ic y
Al t e rnat iv e
225 St at e St re e t
Su it e 302
Harrisb u r g , PA 17101 23-2473845 501 ( c ) ( 3 ) $100, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Comp e t it iv e Ent e rp rise I nst it u t e
1899 L St re e t , NW
12t h Fl oor
Washin gt on, DC 20036 52-1351785 501 ( c ) ( 3 ) $10, 00000 N/A N/A N/A f or g e ne ral op e rat ions
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3 ) $20, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Et hic s & Pu b l ic Pol ic y Ce nt e r
1730 M St re e t , NW
Su it e 910
f or honoranu m f or e dit ing and
GMU Fou ndat ion ( Law & Ec on Ce nt e r) writ ing p ap e rs f or a b ook
3301 Fairf ax Driv e p roje c t e nt it l e d 'T he Ame ric an
Arl in g t on, VA 22201 54-1603842 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A I l l ne ss"
He rit age Fou ndat ion
214 Massac hu se t t s Av e nu e , NE
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
I maginat ion Produ c t ions
105 East 34t h St re e t
Su it e 117
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
I nst it u t e f or Ju st ic e
901 Nort h Gl e b e Road
Su it e 900
Arl in g t on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
I nt e rc ol l e giat e St u die s I nst it u t e
3901 Ce nt e rv il l e Road
Wil min g t on, DE 19087-1938 23-6050131 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
Le ade rship I nst it u t e
1101 Nort h Highl and St re e t
Arl in g t on, VA 22201 51-0235174 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p EMt io ns
_
Arl in g t on, VA 22201 51-0235174 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Me rc at u s Ce nt e r, GMU
Ge orge Mason Univ e rsit y
3351 Nort h Fairf ax Driv e , 4t h Fl oor f or of f ic e and de v e l op me nt of
Arl in g t on, VA 22201-4433 54-1436224 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A a ne w u dic ial t rainin g c e nt e r
Middl e East Me dia and Re se arc h I nst it u t e , I nc
PO Box 27837
Nat ional Commit t e e on Ame ric an Fore ign
Pol ic y
320 Park Av e nu e , 8t h FL
Ne w York , NY 10022 52-1043767 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Nat ional Right t o Work Le gal De f e nse
Fou ndat ion, I nc
8001 Braddoc k Road
S p rin g f ie l d, VA 22160-0002 59-1588825 501 ( c ) ( 3 ) $100 00 N/A N/A N/A f or g e ne ral o p e rat ions
Part 11, Grant s t o Organizat ions and Gov e rnme nt s in t he U. S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
Organizat ion or Se c t ion if Cash Grant Non-Cash Val u at ion ( b ook , FMV, Non-Cash Grant or
ot he r)
1655 Nort h Fort Mye r Driv e
Su it e 360
Worl d Ort I nc
2152 Ral p h Av e , Box 146
Brook l y n, NY 11234 06-1669917 501 ( c ) ( 3 ) $55, 537 00 N/A N/A N/A f or g e ne ral o p e rat ions
Commit t e e f or a Const ru c t iv e T omorrow
621 Harv e st Cou rt
Be ( Air, MD 21014 52-1462893 501 c 3 $140, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
1875 1 St re e t , NW
Su it e 500
Conse rv at iv e Age nda Proje c t
1025 T homas Je f f e rson St re e t , NW
Su it e 110 G
Ac t on I nst it u t e
161 Ot t awa Av e nu e NW
Su it e 301
Grand Ra p ids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Ame ric an Frie nds of l EA
1201 L St , NW
Washin gt on, DC 20005 54-1899539 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ame nc an Re d Cross Ore gon T rail Chap t e r
3131 N Vanc u v e r Av e nu e
Port l and, OR 97227 501 ( c ) ( 3 ) $10, 00000 1
Sc h I , Grant s t o organizat ions and I ndv l du al s in t he U S
( a) ( b ) ( c ) ( d ) ( e ) ( f ) ( g) ( h)
ot he r)
f or Pie t ro Nov ol a ' s p roj e c t ,
Brookings I nst it u t ion - Gov e rnanc e St u die s "T he Gov e rnanc e St u die s
Proj e c t Proj e c t W il l T e c hnol ogy
1775 Massac hu se t t s Av e , NW , Room 803 Make t he Const it u t ion
W ashin g t on , DC 20036 53-0196577 501 ( c ) ( 3 ) $ 6, 500 00 N/ A N/ A N/ A Ob sol e t e ?"
Ce nt e r f or Edu c at ion Re f orm
910 17t h St re e t , NW
11t h Fl oor
W ashin g t on, DC 20006 52-1847187 501 ( c ) ( 3 ) $75, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Cit ize ns in Charge Fou ndat ion
2050 Ol d Bridge Raod , Su it e 103
Lake Rid g e , VA 22192 13 - 4070270 501 ( c ) ( 3 ) $75, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Cl are mont I nst it u t e
937 W e st Foot hil l Bou l e v ard
Su it e E
Cl are mont , CA 91711 95-3443202 501 ( c ) ( 3 ) $50000 N/ A N/ A N/ A f or g e ne ral o e rat ions
t o p romot e a se t of ide as in
Comme nt ary , I nc t he f orm of a se rie s of art ic l e s
561 7t h Av e nu e ab ou t how Ame ric an f ore ign
16t h Fl oor p ol ic y shou l d and c ou l d b e
Ne w York , NY 10018 - 1816 13-3610041 501 ( c ) ( 3 ) $20, 000 00 N/ A N/ A N/ A c ondu c t e d
12t h Fl oor
W ashin g t on , DC 20036 52-1351785 501 ( c ) ( 3 ) $10, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Doc Eme t Produ c t ions, I nc
PO Box 339
Le xin gt on , MA 02420 26 - 2208183 501 ( c ) ( 3 ) $25, 000 00 N/ A N/ A N/ A f or e ne ral o e rat ions
East Harl e m Chu rc he s & Commu nit y Urb an
Ce nt e r
325 East 101st St re e t
Ne w York , NY 10029 13 - 2765924 501 ( c ) ( 3 ) $15 . 00000 1 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Part I I , Grant s t o Organizat ions and Gov e rnme nt s in t he U.S.
( a) ( b ) ( C ) ( d) ( e ) ( f ) ( g) ( h)
Organizat ion or Se c t ion I f C ash Grant Non-C ash Val u at ion ( b ook , FMV, Non-C ash Grant or
ot he r)
Emp owe r T e xans Fou ndat ion 27-1553324 50 1 ( c ) ( 3 ) $37, 0 0 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
Fix t he Fac t s Fou ndat ion
PO Box 30 3454
Au st in, T X 7870 3 27-136520 6 50 1 ( c ) ( 3 ) $162, 50 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
Fou ndat ion f or C u l t u ral Re v ie w f or T he Ne w C rit e rion' s
90 0 Broadway b u dge t f or T e c hnol ogy and
Su it e 60 2 C u l t u re Sp e c ial Se c t ion in it s
Ne w York , NY 10 0 0 3 13-310 8424 50 1 ( c ) ( 3 ) $15, 0 0 0 0 0 N/A N/A N/A 30 t h anniv e rsary se ason
Frank l in C e nt e r
1229 King St re e t
3rd Fl oor
Al e xandra, VA 22314 26-40 66298 50 1 ( c ) ( 3 ) $110 , 0 0 0 0 0 N/A N/A N/A f or g e ne ral o e rat ions
Fre e dom Work s Fou ndat ion
40 0 Nort h C ap it ol St re e t , NW
Su it e 765 f or Div e rse T e a and Koshe r
Washin g t on, DC 20 0 0 1-1564 52-1526916 50 1 ( c ) ( 3 ) $10 0 , 0 0 0 0 0 N/A N/A N/A T e a
GMU Fou ndat ion ( Law & Ec on C e nt e r) f or honoraria f or a b ook
330 1 Fairf ax Driv e p roje c t e nt it l e d "T he Ame ric an
Arl in g t on, VA 2220 1 54-160 3842 50 1 ( c ) ( 3 ) $30 , 0 0 0 0 0 N/A N/A N/A I l l ne ss"
I nst it u t e f or Hu mane St u die s f or ge ne ral op e rat ions and
330 1 Nort h Fairf ax Driv e p airs of Ge orge Orwe l l ' s
Su it e 440 Animal Farm and 1984 as
Arl in g t on, VA 2220 1-4432 94-1623852 50 1 ( c ) ( 3 ) $5, 0 0 0 0 0 N/A N/A N/A su p p l e me nt a ry re ading
I nt e rnat ional Pol ic y Ne t work US, I nc
214 Massac hu se t t s Av e nu e , NE f or t he b e ne f it of Ne t work f or a
Washin g t on, DC 20 0 0 2 52-2363626 50 1 ( c ) ( 3 ) $10 , 0 0 0 0 0 1
N/A N/A N/A Fre e Soc ie t y
Sc he du l e I ( Form 990 or 990 -EZ) 20 11
Donors T ru st , I nc 52 -2166327 7
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Johns Hop k ins Univ e rsit y
600 N Wol f e St re e t - De p t of Ne u rosu rge ry -
Me y e r Bl dg, Room 7-113
Bal t imore , MD 21287 52-0595110 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or Dr He n ry Bre m's re se arc h
Mu se u m of t he Roc k ie s
600 We st Kagy Bou l e v ard f or t he work of Dr Jac k
Boze man, MT 59717 81-6016828 501 ( c ) ( 3 ) $15, 00000 1 N/A N/A N/A Home r and his st u de nt s
f or a se rie s of e ssay s f or a
b ook t o p rop ose an age nda
Nat ional Af f airs, I nc f or ne w Congre ss and t o host
1730 M St re e t NW, Su it e 910 gat he ring f or me mb e rs of
Washin gt on, DC 20036 13-6207054 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A Con g re ss
Ne w Oxf ord Re v ie w
1069 Kains Av e
Be rk e l e y , CA 94706 94-2915957 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or ge ne ral o p e rat ions
Ne w York Hist oric al Soc ie t y
170 Ce nt ral Park We st
Ne w York , NY 10024 13-1624124 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or Chairman's Cou nc il
NRA Fre e dom Ac t ion Fou ndat ion
11250 Wap ie s Mil l Road
Fairf ax, VA 22030 26-1277941 501 ( c ) ( 3 ) $100, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Pac if ic Re se arc h I nst it u t e f or Pu b l ic Pol ic y
One Emb arc ade ro Ce nt e r
Su it e 350
San Franc isc o, CA 94111 94-2528433 501 ( c ) ( 3 ) $1, 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
St u de nt Ac hie v e me nt and Adv oc ac y Se rv ic e s
1511 16t h St re e t #101
Sant a Monic a, CA 90404-3347 52-2237872 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
St u de nt Ac hie v e me nt and Adv oc ac y Se rv ic e s t o su p p ort Cr Mark Mof f e t t ' s
1511 16t h St re e t #101 work and re se arc h at his
Sant a Monic a, CA 90404-3347 52-2237872 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A dire c t ion
Wak e f ie l d Sc hool
PO Box 107
T he Pl ains, VA 20198 54-1096344 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
400 Nort h Cap it ol St re e t , NW
Su it e 765
Washin g t on, DC 20001-1564 52-1526916 501 ( c ) ( 3) $167, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Bil l of Right s I nst it u t e
Su it e 200
Arl in g t on, VA 22203 48-0891418 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or s p e c ial e v e nt s onorshi
Me dia Re se arc h Ce nt e r
325 Sou t h Pat ric k St re e t
Al e xandra, VA 22314 54-1429009 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or sp e c ial e v e nt s p onorshi p
John Hanc oc k Commit t e e f or t he St at e s
3509 Conne c t ic u t Av e NW. Su it e 260
I nde p e nde nt Wome n' s Foru m
1875 I St re e t , NW
Su it e 500
Cit ize ns Against Gov e rnme nt Wast e
1301 Conne c t ic u t Av e nu e . NW, Su it e 400
Washin g t on, DC 20036 52-1363952 501 ( c ) ( 3 ) $1, 500, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 301
Grand Ra p ids. MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $25000 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric an Ent e rp rise I nst it u t e
1150 Se v e nt e e nt h St re e t . NW f or t he Ce nt e r f or De f e nse
Washin g t on, DC 20036 53-0218495 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A St u die s
1150 Se v e nt e e nt h St re e t , NW
Washin g t on, DC 20036 53-0218495 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or Sal l y Sat e l ' s work
Ame ric an Sp e c t at or Fou ndat ion
1611 Nort h Ke nt St re e t
Su it e 901 f or p romot ional e f f ort s f or t he
Arl in g t on, VA 22209-2111 23-7002632 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A magazine
Assoc iat ion of Nort hwe st St e e l he ade rs
9829 Kil c his Riv e r Road
T il l amook , OR 97141 93-0816862 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Bost on Col l e ge f or t he e st ab l ishme nt of a
200 Mc Gu inn H al l , Bost on Col l e ge JMC-Ve nt as H ighe r Edu c at ion
140 Commonwe al t h Av e nu e I nit iat iv e Post -Doc t oral
Che st nu t H il l , MA 02467 04-2103545 501 ( c ) ( 3 ) $65, 000 00 N/A N/A N/A Fe l l owshi p
Washin gt on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or e ne ral o p e rat ions
Washin gt on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $10, 00000 1
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
12t h Fl oor
Disc ov e ry I nst it u t e
1511 T hird Av e nu e , Su it e 808
Se at t l e , WA 98101 91-1521697 501 ( c ) ( 3 ) $250.00000 N/A N/A N/A f or g e ne ral o p e rat ions
Edu c at ion Ac t ion Grou p Fou ndat ion
801 We st Nort on Av e nu e
Su it e 1
Mu sk e g on, MI 49441 26-0877115 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Emp owe r T e xans Fou ndat ion 27-1553324 501 ( c ) ( 3 ) $18, 500 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 765
Washin g t on, DC 20001-1564 52-1526916 501 ( c ) ( 3 ) $100, 00000 N/A N/A N/A f or ge ne ral op e rat ions
Su it e 765
Washin g t on, DC 20001-1564 52-1526916 501 ( c ) ( 3 ) $166.00000 N/A N/A N/A f or g e ne ral o e rat ions
Ge orge t own Univ e rsit y f or t he e st ab l ishme nt of a
T oc qu e wl l e Foru m JMC-Ve nt as Highe r Edu c at ion
3240 Prosp e c t St NW, T hird Fl oor I nit iat iv e Post -Doc t oral
Washin gt on, DC 20007 53-0196603 501 ( c ) ( 3 ) $65, 00000 N/A N/A N/A Fe l l owshi p
GMU Fou ndat ion ( Law & Ec on Ce nt e r) f or honoraria f or a b ook
3301 Fairf ax Driv e p roj e c t e nt it l e d "T he Ame ric an
Arl in gt on, VA 22201 54-1603842 501 ( c ) ( 3 ) $25.00000 1
N/A N/A N/A I l l ne ss"
11
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $1 , 000 00 N/A N/A N/A f or e ne ral o rat ions
Washin gt on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
214 Massac hu se t t s Av e nu e . NE f or t he Wil l iam H Donne r
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A Fou ndat ion c onf e re nc e room
Hu dson I nst it u t e
6t h Fl oor
18751 St re e t , NW
Su it e 500
Washin g t on. DC 20006 54-1670627 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
I nst it u t e f or Hu mane St u die s
3301 Nort h Fairf ax Driv e
Su it e 440
Arl in g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $10000 N/A N/A N/ A f or g e ne ral o p e rat ions
Su it e 440
Arl in g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3
)
$15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 900
Arl in gt on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $100 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
I nst it u t e of Worl d Pol it ic s
3509 Conne c t ic u t Av e NW, Su it e 260
Ju dic ial Wat c h
425 T hird St re e t , SW
Su it e 800
Manhat t an I nst it u t e f or Pol ic y Re se arc h
52 Vande rb il t Av e nu e f or p rogram f or l u nc he on
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A s p e ak e rs
52 Vande rb il t Av e nu e f or t he Annu al Hamil t on
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A Dinne r in NYC on A p ril 27
3351 Nort h Fairf ax Driv e , 4t h Fl oor
Arl in g t on, VA 22201-4433 54-1436224 501 ( c ) ( 3 ) $250, 000 00 N/A N/A N/A f or t he St at e Bu d e t I nit iat iv e
Mou nt ain St at e s Le gal Fou ndat ion
2596 Sou t h Le wis Way
Lak e wood, CO 80227 84-0736725 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ne wYork Hist oric al Soc ie t y
Ne wYork , NY 10024 13-1624124 501 ( c ) ( 3 ) $10, 00000 1 N/A N/A
11
N/A f or Chairman's Circ l e
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Phil ant hrop y Rou ndt ab l e
Su it e 601
Washin gt on, DC 20036 13-2943020 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 360
Arl in g t on, VA 22209-3108 57-0952531 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Univ e rsit y of Not re Dame f or t he e st ab l ishme nt of a
110 Grac e H al l JMC-Ve nt as H ighe r Edu c at ion
T oc qu e v il l e Ce nt e r, Univ e rsit y of Not re Dame I nit iat iv e Post -Doc t oral
Not re Dame , I N 46556 35-0868188 501 ( c ) ( 3 ) $65, 000 00 N/A N/A N/A Fe l l owshi p
f or t he e st ab l ishme nt of a
Univ e rsit y of T e xas - Au st in JMC-Ve rit as H ighe r Edu c at ion
1 Univ e rsit y St at ion C4100 I nit iat iv e Post -Doc t oral
Au st in, T X 78712 74-6000203 501 ( c ) ( 3 ) $65, 000 00 N/A N/A N/A Fe l l owshi p
Univ e rsit y of Virginia Fou ndat ion f or t he e st ab l ishme nt of a
De p t of Pol it ic s, Univ e rsit y of Virginia JMC-Ve nt as H ighe r Edu c at ion
232 Cab e l l H al l , PO Box 400787 I nit iat iv e Post -Doc t oral
Charl ot t e sv il l e , VA 22904-4787 54-1682176 501 ( c ) ( 3 ) $65, 00000 N/A WA N/A Fe l l owshi
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3 ) $55, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Pe gasu s NK
60 Pl aza St re e t East , Ap t 4C
Brook l y n, NY 11238 26-4381061 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or t he work of Rob e rt Gu p t a
1301 Conne c t ic u t Av e nu e , NW, Su it e 400
Washin gt on, DC 20036 52-1363952 501 ( c ) ( 3 ) $1, 500, 000 00 N/A N/A N/A f or g e ne ral o
p
e rat ions
14
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Washin gt on, DC 20036 52-1363952 501 ( c ) ( 3 ) $500, 000 00 N/A N/A N/A f or ge ne ral o p e rat ions
Bu rk e , VA 22015 26-2521115 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric ans f or Prosp e rit y Fou ndat ion
2111 Wil son Bou l e v ard
Su it e 350
Arl in g t on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $100, 000 00 N/A N/A N/A f or Ri g ht On Line
Cl are Boot he Lu c e Pol ic y I nst it u t e
112 El de n St re e t
Su it e P
He rndon, VA 20170 54-1672138 501 ( c ) ( 3 ) $4, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Fre e dom Fou ndat ion
PO Box 522
Ol y mp ia, WA 98507-0522 94-3136961 501 ( c ) ( 3 ) $3, 500 00 N/A N/A N/A f or g e ne ral o p e rat ions
I nde p e nde nc e I nst it u t e
727 East 16t h Av e nu e
De nv e r, CO 80203 84-0990300 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 900
Arl in g t on. VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Washin g t on, DC 20002 52-2363626 501 ( c ) ( 3 ) $1, 00000 1
Sc h I , Grant s t o Organizat ions and I ndv l du af s in t he U S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Jame s Madison I nst it u t e f or Pu b l ic Pol ic y
T he Col u mns
100 Nort h Du v al St re e t
T al l ahasse e , FL 32301 59-2811908 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Al e xandra, VA 22314 54-1429009 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 360
You ng Ame ric a's Fou ndat ion
He mdon, VA 20170-4891 23-7042029 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
110 El de n St re e t f or maint aining Re agan's
He mdon, VA 20170-4891 23-7042029 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A Ranc h
Jame s Madison I nst it u t e f or Pu b l ic Pol ic y
T he Col u mns
100 Nort h Du v al St re e t
T al l ahasse e , FL 32301 59-2811908 501 ( c ) ( 3 ) $12, 742 19 N/A N/A N/A f or ge ne ral ODe rat ions
52 Vande rb il t Av e nu e
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A I n me mo ry of Mab e l We l l
Nat ional Danc e I nst it u t e
Ce nt e r f or Le arning & t he Art s
Ne w York , NY 10039 13-2890779 501 ( c ) ( 3 ) $50, 00000 1 N/A N/A N/A I n me mo ry of Mab e l S We l l
Sc h I , Grant s t o Organizat ions and I ndv idu al s in t he U S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Donors Cap it al Fu nd
PO Box 1305
Al e xandra, VA 22313 541934032 501 ( c ) ( 3 ) $8, 936 63 N/A N/A N/A f or a donor-adv ise d f u nd
f or t he p ol it ic al t he ory
Ame ric an Univ e rsit y c ol l oqu iu m u nde r t he dire c t ion
4400 Massac hu se t t e s Av e nu e , NW of Progrssors Al an Le v ine and
Washin gt on, DC 20016-8143 53-0196549 501 ( c ) ( 3 ) $20, 000 00 N/A N/A NI A T homas Me rril l
At l as Ec onomic Re se arc h Fou ndat ion
2nd Fl oor
Washin g t on, DC 20005 94-2763845 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or e ne ral o e rat ions
Cart hage Col l e ge
De p t of Pol it ic al Sc ie nc e f or JMC-Ve nt as Post -Doc t oral
2001 Al f ord Park Dr, Le nt z H al l 4176 Fe l l owship s in t he We st e rn
Ke nosha, WI 53140 37-0661496 501 ( c ) ( 3) $50, 000 00 N/A N/A N/A H e rit a g e Pro g ram
NFI B Le gal Fou ndat ion
1201 F St re e t , NW
Su it e 200
Rhode s Col l e ge f or JMC-Ve nt as Post -Doc t oral
De p art me nt of Pol it ic al Sc ie nc e Fe l l owship s in t he Proje c t f or
2000 N Park way t he St u dy of Lib e ral
Me mp his, T N 38112 62-0476301 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A De moc rac y
Univ e rsit y of Ric hmond f or t he Adam Smit h Program
28 We st hamp t on Way u nde r t he dire c t ion of De an
Ric hmond, VA 23173 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A Sandra Pe art
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A in me mo ry of Mab e l S We d
Donors T ru st , I nc 52 -2166327
17
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 900
Arl in g t on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or s p e c ial e v e nt s onorshi
Su it e 301
Grand Ra p ids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $1, 800 00 N/A N/A N/A f or Ac t on Univ e rsit y
Ame ric an Frie nds of Oxf ord Hou se
1611 N Ke nt St re e t #901
Arl in g t on. VA 22209 27-3368056 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or ge ne ral op e rat ions
Ame ric an Majorit y
PO Box 87
Pu rc e l l v il l e , VA 20134 26-1501154 501 ( c ) ( 3 ) $98, 950 00 N/A N/A N/A f or g e ne ral op e rat ions
Dav id Horowit z Fre e dom Ce nt e r
PO Box 55089
She rman Oak s, CA 91499-1964 95-4194642 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Washin gt on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $1, 00000 1 N/A N/A N/A f or g e ne ral o
p
e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Al e xandra, VA 22314 54-1429009 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Washin gt on, DC 20036 53-0218495 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or s e c aal e v e nt s onorshi
Fu nd f or Ame ric an St u die s
1706 Ne w Hamp shire Av e nu e , NW
Su it e 400
Washin g t on, DC 20009 13-6223604 501 ( c ) ( 3 ) $2, 000 00 N/A N/A N/A f or s p e c ial e v e nt s onorshi
Sam Adams Al l ianc e
400 We st Ene , Su it e #407
Chic a g o, I L 60654-6912 20-5792227 501 ( c ) ( 3 ) $1, 500 00 N/A N/A N/A f or g e ne ral o p e rat ions
Et hic s & Pu b l ic Pol ic y Ce nt e r
Su it e 910
Washin gt on, DC 20036 52-1162185 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
Su it e 901
Arl in gt on, VA 22209-2111 23-7002632 501 ( c ) ( 3 ) $5.00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
Sc h I , Grant s t o Organizat ions and I ndwdu als in t he U S
Part I I , Grant s t o Organizat ions and Gove rnme nt s in t he U.S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
Organizat ion or Se c t ion I f Cash Grant Non-Cash Valu at ion ( b ook , FMV, Non-Cash Grant or
Gove rnme nt Ap p lic ab le Assist anc e ap p raisal, Assist anc e Assist anc e
ot he r)
f or Annu al Fu nd ( $5, 000) and
Be rk shire Sc hool 04-2121313 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A Me y e rs Fu nd ( $5, 000 )
f or t he Polit ic al T he ory Proje c t
Brown Unive rsit y - Polit ic al T he ory Prot e c t at Brown Unive rsit y u nde r t he
PO Box 1844 dire c t ion of Prof e ssor John
Provide nc e . RI 02912 05-0258809 501 ( c ) ( 3 ) $65, 000 00 N/A N/A N/A T omasi
Clare mont inst it u t e f or t he Clare mont Re vie w of
937 We st Foot hill Bou le vard Book s "T he Ne w Polit ic s of
Su it e E t he Const it u t ion" - a
Clare mont , CA 91711 95-3443202 501 ( c ) ( 3 ) $39, 650 00 N/A N/A N/A Conf e re nc e Pro osal
Colle ge of t he Holy Cross
De p art me nt of Polit ic al Sc ie nc e f or t he b e ne f it of t he Charle s
PO Box 121A, 1 Colle ge St re e t Carroll Program at t he
Worc e st e r, MA 01610 04-2103558 501 ( c ) ( 3 ) $75, 000 00 N/A N/A N/A Colle g e of t he Hol y Cross
Corne ll Unive rsit y
Mc graw Hall, Room 324 f or t he Program on t he
I t hac a, NY 14853 15-0532082 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A Fou ndat ions of Fre e Soc ie t ie s
Emp owe r T e xans Fou ndat ion 27-1553324 501 ( c ) ( 3 ) $18, 500 00 N/A NI A N/A f or g e ne ral o p e rat ions
Et hic s & Pu b lic Polic y Ce nt e r
1730 M St re e t , NW f or t he su p p ort of Jim Bou man
Su it e 910 and f or t he su p p ort of his f ilm
Washin gt on. DC 20036 52-1162185 501 ( c ) ( 3 ) $15, 00000 N/A N/A N/A p ro g ram
1706 Ne w Hamp shire Ave nu e , NW
Su it e 400 f or sc holarship and ge ne ral
Washin g t on, DC 20009 13-6223604 501 ( c ) ( 3 ) $10, 00000 N/A N/A N/A f u nds
Sc he du le I ( Form 990 or 990-EZ) 2011
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Ge t t y sb u rg Col l e ge
We ide nsal l H al l f or t he b e ne f it of t he Civ il War
300 Nort h Washingt on St re e t Era St u die s Program at
Ge t t y sb u r g , PA 17325-1485 23-1352641 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A Ge t t y sb u rg Col l e g e
H u dson I nst it u t e
6t h Fl oor f or t he su p p ort of Mart in
Washin g t on, DC 20005-2705 13-1945157 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A Woost e r
52 Vande rb il t Av e nu e f or St andp oint magazine of
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A t he Soc ial Af f airs Unit
Pe gasu s NK
60 Pl aza St re e t East , Ap t 4C
Brook l y n, NY 11238 26-4381061 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Pione e r I nst it u t e f or Pu b l ic Pol ic y Re se arc h
85 De v onshire St re e t
8t h Fl oor
Bost on, MA 02109-3501 22-2632081 501 ( c ) ( 3 ) $3, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Sc hool Pe rf ormanc e , I nc
915 Broadway , St e 110
Al b an y , NY 12207 84-1668293 501 ( c ) ( 3 ) $144, 715 00 N/A N/A N/A f or g e ne ral o e rat ions
Conse rv at iv e Age nda Proj e c t
1025 T homas Je f f e rson St re e t , NW
Su it e 110 G
Ame ric an Ac t ion Foru m
1401 Ne wYork Av e nu e , NW
Su it e 1200
Sc h I , Grant s t o organizat ions and I ndv idu al s in t he U S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Ce nt e r f or I ndiv idu al Right s
Su it e 300
Al t e rnat iv e
Su it e 302
Harrisb u r g , PA 17101 23-2473845 501 ( c ) ( 3 ) $40, 00000 N/A N/A N/A f or g e ne ral op e rat ions
Al t e rnat iv e
Su it e 302
Harrisb u r g , PA 17101 23-2473845 501 ( c ) ( 3 ) $40, 00000 N/A N/A N/A f or g e ne ral o e rat ions
Su it e 350
San Franc isc o, CA 94111 94-2528433 501 ( c ) ( 3 ) $75, 00000 N/A N/A N/A f or e ne ral op e rat ions
Be l Air, MD 21014 52-1462893 501 ( c ) ( 3 ) $250, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 601
Washin gt on, DC 20036 13-2943020 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or ge ne ral o p e rat ions
Su it e 301
Grand Ra p ids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $2, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 350 f or Ame ric ans f or Prosp e rit y -
Arl in gt on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $50, 800 00 N/A N/A N/A Pe nns y l v ania c ha p t e r
Su it e 300
Washingt on, DC 20036-1609 52-1600481 501 ( c ) ( 3 ) $75, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Cl are mont Mc Ke nna Col l e ge
Sal v at on Ce nt e r f or t he JMC-Ve nt as Post -
850 Col u mb ia Av e nu e Doc t oral Fe l l owship at t he
Cl are mont , CA 91711 95-1664101 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A He n ry Sal v at on Ce nt e r
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3 ) $55, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
12t h Fl oor
Disc ov e ry Commu nit y Chu rc h
P 0 Box 111840
T ac oma, WA 98411 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Famil ie s Against Mandat ory Minimu ms
Fou ndat ion
1100 H St re e t , NW
Su it e 1000
1
Washin gt on, DC 20005 52-1750246 501 ( c ) ( 3 ) $25. 00000 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Fe de ral ist Soc ie t y
Su it e 425
Su it e 425
Fre e T o Choose Ne t work , I nc
2002 Fil more Av e nu e
Su it e 1
Ene , PA 16506 52-1455677 501 c 3 $150, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Grassroot I nst it u t e of Hawaii
1314 Sou t h King St re e t
Su it e 1163
Honol u l u , HI 96814 99-0354937 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A f or Rail Law Su it
I mmac u l at e He art Radio
3256 Pe nry n Road, Su it e 100
Loomis, CA 95650 501 ( c ) ( 3 ) $500 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 440
Arl in g t on, VA 22201 -4 432 94-1623852 501 ( c ) ( 3 ) $150, 000 00 N/A N/A N/A f or e ne ral o e rat ions
Su it e 900
Arl in gt on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $2, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Mov ing Pic t u re I nst it u t e
375 Gre e nwic h St re e t f or Bob Bowde n's p romot ing
Ne w York , NY 10013 20-3237801 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A sc hool c hoic e v ia MPI
Nat ional Le gal & Pol ic y Ce nt e r
107 Park Washingt on Cou rt
Fal l s Chu rc h, VA 22046 52-1750188 501 ( c ) ( 3 ) $2, 000 00 NI A N/A N/A f or g e ne ral op e rat ions
Su it e 200
Su it e 350
Pat ric k He nry Ce nt e r f or I ndiv idu al Lib e rt y
10611 Bal l s Ford Road #120
Manassas, VA 20109 541865661 501 ( c ) ( 3 ) $30, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Re ason Fou ndat ion
3415 Sou t h Se p u l v e da Bou l e v ard
Su it e 400
Los An g e l e s, CA 90034-6014 95-3298239 501 ( c ) ( 3 ) $200, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
f b o Ryan Fou ndat ion in
Ryan Fou ndat ion su p p ort of t he Mat t he w J
ov aUniv e rsit y, 0 Ol d Fal v e y 304 Ryan Ce nt e r f or t he St u dy of 0 L 8
Av e nu e 800 Lanc ast e r Fre e I nst it u t ions and t he
Vil l anov a, PA 19085 41-3169151 501 ( c ) ( 3 ) $50, 00000 N/A N/A N/A Pu b l ic Good
2111 Wil son Bou l e v ard f or Ame ric ans f or Prosp e rit y
Su it e 350 Fou ndat ion - Pe nnsyl v ania
Arl in gt on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $49, 60000 1 N/A N/A N/A c ha p t e r
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
2nd Fl oor in re sp onse t o t he annu al
Washin gt on, DC 20005 94-2763845 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A a p p e al
Brook ings I nst it u t ion - Gov e rnanc e St u die s
Proje c t
1775 Massac hu se t t s Av e , NW, Room 803 f or St u art T ayl or b ook p roje c t -
Washin g t on, DC 20036 53-0196577 501 ( c ) ( 3 ) $7, 950 00 N/A N/A N/A ov e rhe ad e x p e nse s
12t h Fl oor
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or s p e c ial e v e nt s p onorshi p
Su it e 765 in re sp onse t o t he "Now We
Washin g t on, DC 20001-1564 52-1526916 501 ( c ) ( 3 ) $1, 000 00 N/A NI A N/A Mu st Gov e rn" c amp ai g n
Su it e 400
Washin gt on, DC 20009 13-6223604 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
6t h Fl oor f or Dool it t l e Prize Dinne r
Washin g t on, DC 20005-2705 13-1945157 501 ( c ) ( 3 ) $5, 00000 N/A WA N/A T ab l e
I l l inois Pol ic y I nst it u t e
190 Sou t h LaSal l e St re e t
Su it e 1630
Chic a g o, I L 60603 41-2057028 501 ( c ) ( 3 ) $7, 50000 1 N/A N/A N/A f or g e ne ral o p e rat ions
Sc h 1, Grant s t o Organizat ions and l ndv / du al s in t he U S
( a) ( b ) ( C ) ( d) ( e ) ( f ) ( g) ( h)
Organizat ion or Se c t ion if C ash Grant Non-C ash Val u at ion ( b ook , FMV, Non-C ash Grant or
ot he r)
Su it e 440 in re sp onse t o t he annu al
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $1, 000 00 N/ A N/ A N/ A a p p e al
Su it e 900
Arl in gt on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $1, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Me dia Re se arc h C e nt e r
Al e x andra, VA 22314 54-1429009 501 ( c ) ( 3 ) $5, 000 00 N/ A N/ A N/ A f or t he annu al t ru st e e driv e
Nat ional C e nt e r f or Pu b l ic Pol ic y Re se arc h, I nc in re sp onse t o t he 2011
501 C ap it ol C ou rt , NE Share hol de r Ac t iv ism
Su it e 200 C amp aign ( 2 1 mat c hing) f or
Washin gt on, DC 20002 52-1226614 501 ( c ) ( 3 ) $1, 000 00 N/ A N/ A N/ A t he Fre e Ent e rp rise Pro j e c t
Nat ional Le gal & Pol ic y C e nt e r
107 Park Washingt on C ou rt
Fal l s C hu rc h, VA 22046 52-1750188 501 ( c ) ( 3 ) $1, 250 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Fou ndat ion, I nc
8001 Braddoc k Road
S p rin gf ie l d, VA 22160-0002 59-1588825 501 ( c ) ( 3 ) $2, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
PEF - I srae l Endowme nt Fu nd
Shu rat Hadin do PEF
317 Madison Av e , Su it e 607
Ne w York , NY 10017 13-6104086 501 ( c ) ( 3 ) $100, 000 00 N/ A N/ A N/ A f or g e ne ral op e rat ions
Su it e 360 in re sp onse t o t he Re st ore
Arl in gt on, VA 22209-3108 57-0952531 501 ( c ) ( 3 ) $1, 00000 1 N/ A N/ A N/ A Ame ric a's Fu t u re a p e al
Donors T ru st , I nc 52 -2166327 27
P art I I , Grant s t o Organizat ions and Gov e rnme nt s in t he U.S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
Name and Addre ss of EI N I RC Amou nt of Amou nt of Me t hod of De sc rip t ion of P u rp ose of
ot he r)
Ame ric an Cou nc il on Sc ie nc e & He al t h
1995 Broadway, 2nd Fl oor
Ne w York , NY 10023-5860 13-2911127 501 ( c ) ( 3 ) $99, 00762 . N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric ans f or P rosp e rit y Fou ndat ion
Su it e 350
2050 Ol d Bridge Raod, Su it e 103
Lak e Rid g e , VA 22192 13-4070270 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Cl are Boot he Lu c e P ol ic y I nst it u t e
Su it e P
He mdon, VA 20170 54-1672138 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Cl arion Fu nd
Su it e 800
Ne w York , NY 10018 20-5845679 501 ( c ) ( 3 ) $125, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
12t h Fl oor
Danish Ame ric an Soc ie t y
One Dag Hamme rsk jol ds P l aza, 885 2nd
Av e nu e
18t h Fl oor
Ne w York , NY 10017 13-6167958 501 ( c ) ( 3 ) $7, 000 00 N/A N/A N/A f or a dinne r s p onsorshi p
I maginat ion P rodu c t ions
105 East 34t h St re e t
Su it e 117
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
De nv e r, CO 80203 84-0990300 501 ( c ) ( 3
)
Manhat t an I nst it u t e f or Pol ic y Re se arc h f or Cit y Jou rnal 's st ory ide as
52 Vande rb il t Av e nu e ( T rac k ing Cal if ornia's Job s,
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A Firms and Ec onomic Growt h
Mariju ana Pol ic y Proje c t Fou ndat ion
PO Box 77492
Nat ional Ce nt e r f or Pu b l ic Pol ic y Re se arc h, I nc
501 Cap it ol Cou rt , NE
Su it e 200
Washin g t on, DC 20002 52-1226614 501 ( c ) ( 3 ) $35, 000 00 N/A N/A N/A f or ge ne ral o p e rat ions
Wit he rsp oon I nst it u t e t o su p p ort Je nnif e r Bryson's
16 St oc k t on St re e t work on I sl am and Civ il
Princ e t on, NJ 08540 55-0835528 501 ( c ) ( 3
)
$125, 00000 N/A N/A N/A Soc ie t y
St u de nt Fre e Pre ss Assoc iat ion
P 0 Box 1996
Woodb rid g e , VA 22195 #N/A 501 ( c ) ( 3 ) $100, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
P 0 Box 1996
Woodb rid g e , VA 22195 #N/A 501 ( c ) ( 3 ) $96, 903 14 N/A N/A N/A f or g e ne ral op e rat ions
Su it e 350
Donors T ru st , I nc . 52-2166327 29
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Cat al ogu e f or Phil ant hrop y
124 Wat e rt own St re e t
Su it e 3B f or t he Non Prof it T yp ol ogy
Wat e rt own, MA 02472 16-1645596 501 ( c ) ( 3 ) $26, 050 00 N/A N/A N/A Proj e c t
621 Harv e st Cou rt f or t he CFACT Env ironme nt al
Be l Air, MD 21014 52-1462893 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A p roj e c t
Su it e 765
Su it e 350
Arl in g t on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $150, 000 00 N/A N/A N/A f or nont p roj e c t s
Yank e e I nst it u t e
800 Conne c t ic u t Bou l e v ard
Su it e 302
East Hart f ord, CT 06108 52-1358144 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric ans f or Oxf ord
Univ e rsit y of Oxf ord Nort h Ame ric an Of f ic e f or I sab e l Be hnc k e 's re se arc h
500 Fif t h Av e nu e , 32nd Fl oor in t he Oxf ord Ant hrop ol ogy
Ne w York , NY 10110 52-1495060 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A De art me nt
Su it e 350
Arl in g t on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $16. 60000
1
30
Part 11, Grant s t o Organizat ions and Gov e rnme nt s in t he U.S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Comp e t it iv e Ent e rp rise inst it u t e
12t h Fl oor
Su it e 425
Fre e T o Choose Ne t work , I nc
2002 Fdmore Av e nu e
Su it e 1 f or t he Don Bou dre au x Book
Ene , PA 16506 52-1455677 501 ( c ) ( 3 ) $5, 00000 N/A N/A N/A Proj e c t
Su it e 440
Arl in g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or ge ne ral o p e rat ions
Nat ional Ce nt e r f or Sc ie nc e Edu c at ion, I nc
420 40t h St re e t , Su it e 2
Oak l and, CA 94609-2509 11-2656357 501 ( c ) ( 3 ) $6, 000 00 N/A N/A N/A f or ge ne ral op e rat ions
Fou ndat ion, I nc
8001 Braddoc k Road
S p rin g f ie l d, VA 22160-0002 59-1588825 501 ( c ) ( 3 ) $35, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 200
T e ne o I nc
Su it e 425
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
11t h Fl oor
PO Box 55089
She rman Oak s, CA 91499-1964 95-4194642 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 1163
Honol u l u , HI 96814 99-0354937 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Washin gt on, DC 20008 27-1657203 501 ( c ) ( 3 ) $80, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Minist ry Se rv ic e s Grou p
11625 Rainwat e r Driv e , NE
Su it e 500
Al p hare t t a, GA 30009 01-0654014 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Fal l s Chu rc h, VA 22046 52-1750188 501 ( c ) ( 3 ) $1, 250 00 N/A N/A N/A f or g e ne ral o p e rat ions
Shnne rs Hosp it al s f or Chil dre n
PO Box 31356
T ama, FL 33631 36-2193608 501 ( c ) ( 3 ) $5, 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Ame ric an Majont y
PO Box 87
Pu rc e l l v dl e , VA 20134 26-1501154 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
11t h Fl oor
PO Box 522
Ol y mp ia, WA 98507-0522 94-3136961 501 ( c ) ( 3 ) $3, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
I nst it u t e f or t he St u dy of War I nc
Su it e 515
Washin g t on, DC 20036 26-0273675 501 ( c ) ( 3 ) $495, 055 91 N/A N/A N/A f or ge ne ral op e rat ions
f or St andp oint Magazine of
Manhat t an I nst it u t e f or Pol ic y Re se arc h t he Soc ial Af f airs Unit in
52 Vande rb il t Av e nu e su p p ort of Christ op he r
Ne w York , NY 10017 13-2912529 501 ( c ) ( 3 ) $39, 000 00 N/A N/A N/A Cal dwe l l 's e ssa y s
Su it e 200
P 0 Box 1996 f or 7, 200 Nat ional Re v ie w
Woodb rid g e , VA 22195 27-2277658 501 ( c ) ( 3 ) $165, 600 00 N/A N/A N/A su b sc ri p t ions
Donors T ru st , i nc 52-2166327 33
Sc h I , Grant s t o Organi zat i ons and I ndv l du al s i n t he U S
Part I I , Grant s t o Organi zat i ons and Gov e rnme nt s i n t he U. S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
Name and Addre ss of EI N I RC Amou nt of Amou nt of Me t hod of De sc ri p t i on of Pu rp ose of
Organi zat i on or Se c t i on I f Cash Grant Non-Cash Val u at i on ( b ook , FMV, Non-Cash Grant or
Gov e rnme nt Ap p l i c ab l e Assi st anc e ap p rai sal , Assi st anc e Assi st anc e
ot he r)
Ut ah St at e Uni v e rsi t y f or t he b e ne f i t of t he Proje c t
Ol d Mai n 26 on Li b e rt y and Ame ri c an
Lo g an, UT 84322-2400 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A Const i t u t i onal i sm
Ac t on I nst i t u t e
Su i t e 301
Grand Ra p i ds, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A f or g e ne ral op e rat i ons
Ame ri c an Majori t y
PO Box 87
Pu rc e l l v i l l e , VA 20134 26-1501154 501 ( c ) ( 3) _ _ _ $135, 580 00 N/A N/A N/A f or g e ne ral o p e rat i ons
Du k e Uni v e rsi t y f or t he b e ne f i t of t he Program
PO Box 90204 i n Ame ri c an Val u e s and
Du rham, NC 27708 56-0532129 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A I nst i t u t i ons
He ri t age Fou ndat i on
Washi n g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o e rat i ons
I nst i t u t e f or Hu mane St u di e s
3301 Nort h Fai rf ax Dri v e
Su i t e 440
Arl i n g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat i ons
John Adams Ce nt e r
Go Bri gham You ng Uni v e rsi t y, 750 SWKT
Prov o, UT 84602 27-0151485 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat i ons
Phi l ant hrop y Rou ndt ab l e
Su i t e 601
Washi n gt on, DC 20036 13-2943020 501 ( c ) ( 3 ) $1, 00000 1 N/A N/A N/A f or g e ne ral o p e rat i ons
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Pione e r I nst it u t e f or Pu b l ic Pol ic y Re se arc h
85 De v onshire St re e t
8t h Fl oor
Bost on, MA 02109-3501 22-2632081 501 c 3 $5, 000 00 N/A N/A N/A in me mo ry of Lov e t t C Pe t e rs
T e xas Pu b l ic Pol ic y Fou ndat ion
900 Congre ss Av e nu e
Su it e 400
Au st in, T X 78701 74-2524057 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
St u de nt s f or Lib e rt y
PO Box 17321 f or Chant y Pok e r T ou rname nt
Arl in g t on, VA 22216-7321 94-3435899 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A S p onsorshi p
Su it e 350
Arl in gt on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $16, 600 00 N/A N/A N/A f or Pe nns y l v ania AFP c ha p t e r
Su it e 350
Arl in g t on, VA 22201-3097 52-1527294 501 ( c ) ( 3 ) $16, 800 00 N/A N/A N/A f or Pe nns y l v ania AFP c ha p t e r
Fou ndat ion f or Cu l t u ral Re v ie w
900 Broadway
Su it e 602 t o su p p ort art ic l e s and b ook s
Ne w York , NY 10003 13-3108424 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A on c onse rv at iv e t he me s
Su it e 400
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 440
Arl in gt on, VA 22201-4432 94-1623852 501 c 3 $10, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
I nst it u t e f or J u st ic e
Su it e 900
Ne t work f or T e ac hin g Ent re p re ne u rshi p 13-3408731 501 ( c ) ( 3 ) $55, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 200
Su it e 400
Los An g e l e s, CA 90034-6014 95-3298239 501 ( c ) ( 3 ) $90, 000 00 N/A N/A N/A f or g e ne ral op e rat ions
Roc k e f e l l e r Univ e rsit y
1230 York Av e nu e
Su it e 360
Su it e 302
East Hart f ord, CT 06108 52-1358144 501 ( c ) ( 3 ) $15, 00000
1
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
L oy ol a Univ e rsit y of Chic ago
1032 WShe ridan Road, #319
Chic a g o , I L 60660 36-1408475 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or t he Dav id Hu me Foru m
I nde p e nde nt Wome n' s Foru m
18751 St re e t , NW
Su it e 500
Chic a g o , I L 60654-6912 20-5792227 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or e ne ral o e rat ions
2nd Fl oor f or I nst it u t o de L ib e rt ad y
Washin g t on, DC 20005 94-2763845 501 ( c ) ( 3 ) $2, 000 00 N/A N/A N/A De sarrol l o
2nd Fl oor
Washin gt on, DC 20005 94-2763845 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or T Pal me r p roj e c t s
Be l Air, MD 21014 52 - 1462893 501 ( c ) ( 3 ) $197, 950 00 N/A N/A N/A f or CFACT s e du c at ion f u nd
Washin gt on, DC 20002 - 4999 23-7327730 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or t he Pre side nt ' s Cl u b
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 900
J ohn Hanc oc k Commit t e e f or t he St at e s
Nat ional Ce nt e r f or Pol ic y Anal ysis
PO Box 650298
Dal l as, T X 75265-0298 75-1804932 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or J ohn Goodman's work
Su it e 350
Su it e 360
Arl in g t on, VA 22209-3108 57-0952531 501 ( c ) ( 3 ) $10, 00000 N/A N/A N/A f or e ne ral o p e rat ions
Ame ric an I de as I nst it u t e
4040 Fairf ax Driv e
Su it e 140
Arl in gt on, VA 22203 27-0311492 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or e ne ral o e rat ions
Lak e Rid g e , VA 22192 13-4070270 501 ( c ) ( 3 ) $25. 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
Sc h 1, Grant s t o Organizat ions and J ndv idu al s in t he U . S.
Part I I , Grant s t o Organizat ions and Gov e rnme nt s in t he U . S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
H e adsp ring Grou p , I nc
PO Box 19366
Kal amazoo, MI 49019 27-0904516 501 ( c ) ( 3 ) $15, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Middl e East Me dia and Re se arc h I nst it u t e , I nc
PO Box 27837
2596 Sou t h Le w is Way
Lak e w ood, CO 80227 84-0736725 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Proj e c t Ve nt as
3308 Bou rb on St re e t
Fre de ric k sb u rg , VA 22408 27-2894856 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or e ne ral o e rat ions
U niv e rsit y of Arizona Fou ndat ion - Phil osop hy
De p art me nt
PO Box 210027 f or t he Arizona Ce nt e r f or t he
T u c son, AZ 85721-0027 86-6050388 501 ( c ) ( 3 ) $76, 000 00 N/A N/A N/A Phil oso p hy of Fre e dom
Su it e 302
East H art f ord, CT 06108 52-1358144 501 ( c ) ( 3 $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
1025 T homas J e f f e rson St re e t . NW
Su it e 110 G
Sc h 1, Grant s t o Organizat ions and I ndv rdu al s t o t he t 1 S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( 9) ( h)
ot he r)
Su it e 440
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or 50t h Anniv e rsary e v e nt
400 We st Erie , Su it e #407
Bu rk e , VA 22015 26-2521115 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Pu b l ic Not ic e Re se arc h and Edu c at ion Fu nd
1220 Nort h Fil l more St re e t
Su it e 300
Su it e 301
Grand Raids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
2nd Fl oor
Washin gt on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Ce nt e r f or Comp e t it iv e Pol it ic s
124 Sou t h We st St re e t
Su it e 201
Al e xandria, VA 22314 20-3676886 501 ( c ) ( 3 ) $1, 00000 1
40
Sc h f , Grant s t o Organizat ions and f ndv l du af s in t he U S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Ce nt e r f or I nde p e nde nt T hou ght
1420 Wal nu t St re e t
Su it e 1011
Phil ade l p hia, PA 19102 52-0945376 501 ( c ) ( 3 ) $40, 000 00 N/A N/A N/A f or St osse l in t he Cl assroom
Al t e rnat iv e
Su it e 302
Harrisb u rg , PA 17101 23-2473845 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 425
Su it e 440
Arl ingt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $5, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 440
in su p p ort of you r 50t h
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A Anniv e rsary c e l e b rat ion
Su it e 440
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $250, 000 00 N/A N/A N/A f or t he c ap it al c amp aign
Su it e 900
Arl in gt on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $1.000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 200
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
PERC
2048 Anal ysis Driv e
Su it e A
Boze man, MT 59718 81-0393444 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Washingt on Pol ic y Ce nt e r
PO Box 3643
Se at t l e , WA 98124-3643 91-1752769 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
110 El de n St re e t t o p re se rv e and maint ain t he
He mdon, VA 20170-4891 23-7042029 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A Re a g an Ranc h
Donors Cap it al Fu nd
PO Box 1305
Al e xandra, VA 22313 54-1934032 501 ( c ) ( 3 ) $500, 000 00 N/A N/A N/A f or a donor-adv ise d f u nd
Su it e 400
Washin g t on, DC 20009 13-6223604 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 360
1
f or t he Ore gon Cap it ol Wat c h
Arl in g t on, VA 22209-3108 57-0952531 501 ( c ) ( 3 ) $90, 00000 N/A N/A N/A Fou ndat ion's st art -u p f u nds
Sc h I , Grant s t o organizat ions and I ndv l du al s in t he U S
( a) ( b ) ( c ) ( d ) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 30 1
Grand Raids, MI 4950 3 - 2718 38- 2926822 50 1 ( c ) ( 3 ) $250 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 30 1 f or an MT F Fe l l owship t o
Grand Ra p ids, MI 4950 3 - 2718 38- 2926822 50 1 ( c ) ( 3 ) $1, 50 0 0 0 N/A N/A N/A Ac t on Univ e rsi t y
Fou rt h Pre sb y t e rian Chu rc h
550 0 Riv e r Road f or t he su mme r y ou t h p rogram
Be t he sda , MD 20 816 53-0 196534 50 1 ( c ) ( 3 ) $50 0 0 0 N/A N/A N/A mini st rv
PO Box 522
Ol y mp ia, WA 9850 7-0 522 94-3136961 50 1 ( c ) ( 3 ) $2 , 50 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 1163 f or Lib e rt y Coal it ion
Honol u l u , HI 96814 99-0 354937 50 1 c 3 $1, 0 0 0 0 0 N/A N/A N/A De v e l o p me nt
330 1 Nort h Fairf ax Driv e
Su it e 440
Arl in g t on, VA 2220 1 - 4432 94-1623852 50 1 ( c ) ( 3 ) $10 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
621 Harv e st Cou rt f or CFACT s Env ironme nt al
Be l Air , MD 210 14 52 - 1462893 50 1 ( c ) ( 3 ) $99, 950 0 0 N/A N/A N/A Edu c at ional Fu nd
Su it e 30 1
Grand Ra p ids, MI 4950 3 - 2718 38- 2926822 50 1 ( c ) ( 3 ) $5, 0 0 0 0 0 1
N/A N/A N/A f or 21st Annu al Dinne r
Sc h I , Grant s t o Organizat ions and I ndv idu al s in t he U.S
Part 11, Grant s t o Organizat ions and Gov e rnme nt s in t he U.S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
2nd Fl oor f or p roje c t s dire c t e d b y
Washin g t on, DC 20005 94-2763845 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A Le onard Li gg io
12t h Fl oor
3351 Nort h Fairf ax Driv e . 4t h Fl oor
Arl in g t on, VA 22201-4433 541436224 501 ( c ) ( 3 ) $7, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 350
San Franc isc o, CA 94111 94-2528433 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or ge ne ral op e rat ions
800 Conne c t ic u t B ou l e v ard
Su it e 302
East H art f ord, CT 06108 52-1358144 501 ( c ) ( 3 $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
H e mdon, VA 20170-4891 23-7042029 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 901 t o su p p ort t he Nov e mb e r 1
Arl in g t on, VA 22209-2111 23-7002632 501 ( c ) ( 3 ) $5, 00000 1 N/A N/A N/A annu al dinne r
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Disc ov e ry Commu nit y Chu rc h
P 0 Box 111840
T ac oma, WA 98411 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Se at t l e , WA 98101 91-1521697 501 ( c ) ( 3 ) $250, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 440
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Arl in g t on, VA 22201 51-0235174 501 ( c ) ( 3 ) $60, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Su it e 425
I nst it u t e on Re l igion and Pu b l ic Lif e
156 Fif t h Av e nu e , Su it e 400 f or t he He rt og/Simon
Ne w York , NY 10010 52-1628303 501 ( c ) ( 3 ) $29, 550 00 N/A N/A N/A Se minar Af t e r Lib e ral ism
I nt e rc ol l e giat e St u die s I nst it u t e
3901 Ce nt e rv il l e Road f or Sil v e r Sp onsorship of t he
Wil min g t on, DE 19087-1938 23-6050131 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A u p c o min g Annu al Dinne r
J u il l iard Sc hool
60 Linc ol n Ce nt e r Pl aza f or a St u de nt Aid Grant of
Ne w York , NY 10023 13-1624067 501 ( c ) ( 3 ) $7, 000 00 N/A N/A N/A su p p ort g radu at e st u die s
45
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Ame ric ans f or T ax Re f orm Fou ndat ion
Su it e 400
Su it e 425
Landmark Le gal Fou ndat ion
19415 De e rf ie l d Av e nu e
Su it e 312
Le e sb u r g , VA 20176 51-0203802 501 ( c ) ( 3 ) $40, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Fou ndat ion, I nc
8001 Braddoc k Road
S p rin g f ie l d, VA 22160-0002 59-1588825 501 ( c ) ( 3 ) $40, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Honol u l u , HI 96814 99-0354937 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A de v e l o p me nt
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
St u de nt s f or L ib e rt y
PO Box 17321 t o su p p ort t he c hant y Pok e r
Arl in g t on, VA 22216-7321 94-3435899 50 1 ( c ) ( 3 ) $5, 0 0 0 0 0 N/A N/A N/A T ou rname nt
Su it e 350
Arl in gt on, VA 2220 1-30 97 52-1527294 50 1 ( c ) ( 3 ) $30 0 , 0 0 0 0 0 N/A N/A N/A f or ge ne ral o p e rat ions
Frank l in Ce nt e r
1229 K ing St re e t
3rd Fl oor
Al e xandria, VA 22314 26-40 66298 50 1 ( c ) ( 3 ) $350 , 0 0 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
L e gac y Fou ndat ion
c /o T he Se c u rit y Nat ional Bank
60 1 Pie rc e St re e t , T ru st De p art me nt
Siou x Cit y , I A 5110 1-120 5 26-3853831 50 1 ( c ) ( 3 ) $625, 0 0 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 30 0
Arl in g t on, VA 2220 1-650 1 27-3197768 50 1 ( c ) ( 3 ) $80 0 . 0 0 0 0 0 N/A NI A N/A f or g e ne ral o p e rat ions
Be l Air, MD 210 14 52-1462893 50 1 ( c ) ( 3 ) $99, 950 0 0 N/A N/A N/A f or e ne ral op e rat ions
11t h Fl oor
Washin gt on, DC 20 0 0 6 52-1847187 50 1 ( c ) ( 3 ) $7, 0 0 0 0 0 N/A N/A N/A f or g e ne ral o p e rat ions
Fore ign Pol ic y I nit iat iv e
11 Du p ont Circ l e , NW
Su it e 325
Washin g t on, DC 20 0 36 26-4392915 50 1 ( c ) ( 3 ) $50 0 , 0 0 0 0 0 WA N/A N/A f or g e ne ral o p e rat ions
Donors T ru st , I nc 52 -2166327 47
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 312
Le e sb u rg , VA 20176 51-0203802 501 ( c ) ( 3 ) $2, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
Ne w York , NY 10017 13-2912529 . 501 ( c ) ( 3 ) $6, 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 302
East H art f ord, CT 06108 52-1358144 501 ( c ) ( 3 ) $15, 000 00 NI A N/A N/A f or g e ne ral o p e rat ions
H e adsp ring Grou p , I nc
PO Box 19366
Kal amazoo, MI 49019 27-0904516 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 350
San Franc isc o, CA 94111 94-2528433 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or Gal a S p onsorshi p
2nd Fl oor
Washin g t on, DC 20005 94-2763845 501 ( c ) ( 3 ) $2, 50000 N/A N/A N/A f or Fre e dom Dinne r
621 H arv e st Cou rt
Be l Air, MD 21014 52-1462893 501 ( c ) ( 3 ) $199, 930 00 N/A N/A N/A f or g e ne ral op e rat ions
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3) $10, 000001 N/A N/A N/A f or t he Lab or Pol ic y Pro g ram
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
I nt e rnat ional Pol ic y Ne t work US, I nc f or t he Bast iat Prize Program
214 Massac hu se t t s Av e nu e , NE onl y, not f or t he p rogram's
Washin gt on, DC 20002 52-2363626 501 ( c ) ( 3 ) $5. 00000 N/A N/A N/A dinne r
Su it e 425
I ranian Fre e dom I nst it u t e
PO Box 1722
Su it e 200
Washin gt on, DC 20004 62-1570449 501 ( c ) ( 3 ) $300, 000 00 N/A N/A N/A f or e ne ral op e rat ions
Su it e 440 in su p p ort of t he 50t h
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A Anniv e rsa ry Dinne r
He mdon, VA 20170-4891 23-7042029 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
6t h Fl oor
Sc h I , Grant s t o Organizat ions and I ndv l du al s in t he U S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
161 Ot t awa Av e nu e NW f or t he He l p a Promising
Su it e 301 Le ade r Le arn ab ou t Lib e rt y
Grand Ra p ids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A mail in g
2nd Fl oor
Emp owe r T e xans Fou ndat ion 27-1553324 501 ( c ) ( 3 ) $18. 50000 N/A N/A N/A f or g e ne ral o p e rat ions
Ne w York Hist oric al Soc ie t y
Ne w York , NY 10024 13-1624124 501 ( c ) ( 3 ) $5, 00000 N/A N/A N/A f or t he Hist o ry Mak e rs Gal a
Su it e 301
Grand Ra p ids. MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or e ne ral o p e rat ions
2nd Fl oor f or t he 30t h Anniv e rsary
Washin gt on, DC 20005 94-2763845 501 ( c ) ( 3 ) $10, 90000 N/A N/A N/A Fre e dom Dinne r
Washin gt on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Lak e Rid g e , VA 22192 13-4070270 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
Be [ Air, MD 21014 52-1462893 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Dioc e se of San Jose
1150 Nort h 1st St re e t , Su it e 100 f or t he Annu al Dioc e san
San Jose , CA 95112-4966 94-2734503 501 ( c ) ( 3 ) $200 00 N/A N/A N/A A p p e al
Su it e 425
Washin g t on, DC 20036-5221 36-3235550 501 ( c ) ( 3 ) $93, 000 00 N/A N/A N/A f or e ne ral o e rat ions
Su it e 765
Su it e 1163 f or we b sit e de v e l op me nt and
Honol u l u . HI 96814 99-0354937 501 ( c ) ( 3 ) $3, 500 00 N/A N/A N/A HR adv e rt ising
Su it e 1630
Chic a g o, I L 60603 41-2057028 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 440
Arl in g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $500 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 900
Arl in g t on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $500 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 601
Su it e 360
Ame ric an Majorit y
PO Box 87
Pu rc e l l v il l e , VA 20134 26-1501154 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric ans f or Limit e d Gov e rnme nt Re se arc h
Fou ndat ion
9900 Main St re e t , Su it e 303
Fairf ax, VA 22031 52-2020468 501 ( c ) ( 3 ) $500, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
2nd Fl oor
Au t ism Sp e ak s f or sp onsorship of Bil l y Mann
5455 Wil shire Bl v d Su it e 2250 ru n in 2011 I NG NYC
Los An g e l e s, CA 90036 20-2329938 501 ( c ) ( 3
)
$1, 000 00 N/A N/A N/A Marat hon wit h Au t ism S p e ak s
Harv ard Univ e rsit y
Knaf e l Bu il ding - Harv ard Univ e rsit y
1737 Camb ridge St re e t f or t he Program on
Camb rid g e , MA 02138 53-0199180 501 ( c ) ( 3 ) $70, 00000 1 N/A N/A N/A Const it u t ional Gov e rnme nt
Donors T ru st , J nc . 52-2166327
52
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 440 f or 50t h anniv e rsary
Arl in g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A c e l e b rat ion
I nt e l l ige nc e Squ are d U S Fou ndat ion
590 Madison Av e nu e
30t h Fl oor
Ne w York , NY 10022-8547 27-1022579 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
MI T Che mic al Engine e ring De p art me nt
77 Massac hu se t t s Av e f or t he b e ne f it of t he Be /ame n
Camb rid g e , MA 02139 04-2103594 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A Frank l in Foru m
Singu l arit y I nst it u t e f or Art if ic ial I nt e l l ige nc e I nc
PO Box 472079
San Franc isc o, CA 94147-2079 58-2565917 501 ( c ) ( 3 $10, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
St ony Brook Fou ndat ion I nc
230 Administ rat ion
St on y Brook . NY 11794-1188 11-6077945 501 ( c ) ( 3 ) $12, 000 00 N/A N/A N/A f or T u rk ana Basin I nst it u t e
St u de nt Ac hie v e me nt and Adv oc ac y Se rv ic e s
1511 16t h St re e t #101 f or t he Adv e nt u re s of t he Mind
Sant a Monic a. CA 90404-3347 52-2237872 501 ( c ) ( 3 ) $6, 250 00 N/A N/A N/A p ro g ram
1025 T homas J e f f e rson St re e t , NW
Su it e 110 G
Washin gt on, DC 20007 26-4029303 501 ( c ) ( 3 ) $45. 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
53
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
I nt e rnat ional Pol ic y Ne t work US, I nc t o su p p l e me nt awards made
214 Massac hu se t t s Av e nu e , NE du ring t he Bast iat Prize
Washin g t on, DC 20002 52-2363626 501 ( c ) ( 3 ) $2, 000 00 N/A N/A N/A Dinne r
Washin g t on, DC 20002 52-2363626 501 ( c ) ( 3 ) $12, 000 00 N/A N/A N/A f or t he Bast iat Dinne r
Su it e 302
East H art f ord, CT 06108 52-1358144 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Washin gt on, DC 20036 53-0218495 501 ( c ) ( 3 ) $25000 N/A N/A N/A f or g e ne ral o e rat ions
Washin g t on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $ 20000 N/A N/A N/A f or g e ne ral o p e rat ions
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3 ) $200 00 N/A N/A N/A f or g e ne ral o p e rat ions
PO Box 522
Ol ymp ia, WA 98507-0522 94-3136961 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or g e ne ral o p e rat ions
H e rit age Fou ndat ion
Washin gt on , DC 20002- 4999 23 -7327730 501 ( c ) ( 3 ) $100 00 N/A N/A N/A f or g e ne ral o p e rat ions
Sc h f , Grant s t o Organizat ions and f ndv rdu af s in t he U S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
Organizat ion or Se c t ion I f Cash Grant Non-Cash Valu at ion ( b ook , FMV, Non-Cash Grant or
Gov e rnme nt Ap p lic ab le Assist anc e ap p raisal, Assist anc e Assist anc e
ot he r)
901 Nort h Gle b e Road
Su it e 900
Arlin g t on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or e ne ral o e rat ions
3351 Nort h Fairf ax Driv e , 4t h Floor
Arlin g t on, VA 22201-4433 54-1436224 501 ( c ) ( 3 ) $20000 N/A N/A N/A f or g e ne ral o p e rat ions
3415 Sou t h Se p u lv e da Bou le v ard
Su it e 400
Los An g e le s, CA 90034-6014 95-3298239 501 ( c ) ( 3 ) $200 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ye llowst one Park Fou ndat ion f or y ou r Slou gh Cre e k
222 East Main St re e t , Su it e 301 wat e rshe d/rainb ow t rou t
Boze man, MT 59715 83-0311166 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A p roj e c t
621 Harv e st Cou rt f or CFACT 's Env ironme nt al
Be l Air, MD 21014 52-1462893 501 ( c ) ( 3
)
$199, 950 00 N/A N/A N/A Edu c at ional Fu nd
Su it e 300
Washin g t on, DC 20036-1609 52-1600481 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or t he lit i g at ion p rogram
Ame ric a's Maj orit y Fou ndat ion
8640 T rav is St re e t
Ov e rland Park , KS 66212 22-3947727 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or t he Ne v ada p roj e c t
Ce nt e r f or Comp e t it iv e Polit ic s
124 Sou t h We st St re e t
Su it e 201
Ale xandria, VA 22314 20-3676886 501 ( c ) ( 3 ) $15, 00000 1
Sc he du le I ( Form 990 or 990-EZ) 2011
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Le gac y Fou ndat ion
c / o T he Se c u rit y Nat ional Bank
601 Pie rc e St re e t , T ru st De p art me nt
Siou x Cit y , I A 51101-1205 26-3853831 501 ( c ) ( 3 ) $1, 000, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Emp owe r T e xans Fou ndat ion 27-1553324 501 ( c ) ( 3 ) $18, 500 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Washin g t on, DC 20008 27-1657203 501 ( c ) ( 3 ) $51, 916 16 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Af ric a Fight ing Mal aria I nt , I nc
1150 17t h St re e t , NW, Su it e 910
Washin g t on, DC 20036 30-0162292 501 ( c ) ( 3 ) $10, 000 00 N/ A N/ A N/ A f or Rog e r Bat e 's p roj e c t
Se at t l e , WA 98101 91-1521697 501 ( c ) ( 3 ) $250, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Honol u l u , HI 96814 99-0354937 501 c 3 $1, 000 00 WA N/ A N/ A De v e l o p me nt
Honol u l u , HI 96814 99-0354937 501 ( c ) ( 3 ) $1, 000 00 N/ A N/ A N/ A De v e l o p me nt
Su it e 425
Washin g t on, DC 20036-5221 36-3235550 501 ( c ) ( 3 ) $20, 000 00 N/ A N/ A N/ A f or e ne ral op e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
PERC
Su it e A f or t he PERC b u il ding
Boze man, MT 59718 81-0393444 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A c am p ai g n
At l as Ec onomic Re se arc h Fou ndat ion f or ge ne ral op e rat ions
1201 L St re e t , NW ( mot iv at e d t o su p p ort
2nd Fl oor int e rnat ional ou t re ac h and
Washin g t on, DC 20005 94-2763845 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A disc ov e ry)
Su it e 900
Ju dic ial Wat c h
425 T hird St re e t , SW
Su it e 800
Washin g t on, DC 20024 52-1885088 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or e ne ral o e rat ions
2596 Sou t h Le wis Way
Lak e wood, CO 80227 84-0736725 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or g e ne ral op e rat ions
Su it e 1630
Chic a g o. I L 60603 41-2057028 501 ( c ) ( 3 ) $116, 706 76 N/A N/A N/A f or g e ne ral o p e rat ions
Job Cre at ors Al l ianc e
1700 Pac if ic Av e nu e
%Work p l ac e Sol u t ions, Su it e #3640
Dal l as, T X 75201 501 ( c ) ( 3 ) $125, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Su it e 302
East H art f ord, CT 06108 52-1358144 501 ( c ) ( 3 ) $15, 00000 1
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Commu nit y Ac t ion Ce nt e rs Proje c t
2600 Ov e rl and Av e nu e
Su it e 315
Los An g e l e s, CA 90064-3253 20-0071617 501 ( c ) ( 3 )
$800, 000 00 N/A N/A N/A f or t he Fl orida Proj e c t
Su it e 200
Ame ric a's Majorit y Fou ndat ion
Ov e rl and Park , KS 66212 22-3947727 501 ( c ) ( 3 ) $39, 600 00 N/A N/A N/A f or g e ne ral o p e rat ions
2nd Fl oor
Su it e 1163 f or t he Amic u s Brie f t o
Honol u l u , HI 96814 99-0354937 501 ( c ) ( 3 ) $5, 250 00 N/A N/A N/A SCOT US
Ame ric a's Majorit y Fou ndat ion
Ov e rl and Park , KS 66212 22-3947727 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 1630
Chic a g o, I L 60603 41-2057028 501 ( c ) ( 3 ) $7, 50000 1 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
12t h Fl oor
Su it e 301
Grand Ra p ids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 350
Arl in gt on, VA 22201-3097 52-1527294 501 ( c ) ( 3
)
Su it e 425
Fu rman Univ e rsit y
De p art me nt of Pol it ic al Sc ie nc e
3300 Poinse t t Highway f or t he b e ne f it of T he
Gre e nv il l e , SC 29613-1000 57-0314395 501 ( c ) ( 3 ) $30, 000 00 N/A N/A N/A T o c q u e v il l e Program
1314 Sou t h K ing St re e t
Honol u l u , HI 96814 99-0354937 501 c 3 $1, 00000 N/A N/A N/A De v e l o p me nt
Su it e 900
Part I I , Grant s t o organizat ions and Gov e rnme nt s in t he U. S.
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Arl in g t on, VA 22201-4 433 54-1436224 501 c 3 $25, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 300
Arl in g t on, VA 22201-6501 27-3197768 501 ( c ) ( 3 ) $144, 00000 N/A N/A N/A f or g e ne ral op e rat ions
1025 T homas Je f f e rson St re e t . NW
Su it e 110 G
Washin g t on, DC 20007 26-4029303 501 ( c ) ( 3
)
Su it e 400
Washin g t on, DC 20009 13-6223604 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or ge ne ral op e rat ions
Su it e 900
Nat ional Right t o Work L e gal De f e nse
Fou ndat ion. I nc
8001 Braddoc k Road
S p rin g f ie l d. VA 22160-0002 59-1588825 501 ( c ) ( 3 ) $20, 00000 N/A N/A N/A f or g e ne ral o p e rat ions
GMU Fou ndat ion
De p art me nt of Ec onomic s, Ent e rp rise Hal l
Ge orge Mason Univ e rsit y f or su p p ort of t he Me rt e n
Fairf ax, VA 22030 54-1603842 501 ( c ) ( 3 ) $1, 00000 N/A N/A N/A Sc hol ars Endowme nt
Donors T ru st , f nc 52-2166327 60
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
325 Sou t h Pat nc k St re e t
Al e xandria, VA 22314 54-1429009 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric an Ac t ion Foru m
1401 Ne w York Av e nu e , NW
Su it e 1200
Washin g t on, DC 20005 27-0567765 501 ( c ) ( 3 ) $70, 000 00 N/A N/A N/A f or ge ne ral o p e rat ions
Frank l in Ce nt e r
1229 King St re e t
3rd Fl oor
Al e xandria, VA 22314 26-4066298 501 ( c ) ( 3 $644, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
De nv e r, CO 80203 84-0990300 501 ( c ) ( 3 ) $100, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
1875 I St re e t , NW
Su it e 500
I nst it u t e f or Edu c at ional Adv anc e me nt
625 Fair Oak s Av e nu e
Su it e 285 f or su p p ort of t he Carol ine D
Sou t h Pasade na, CA 91030-5836 95-4695698 501 ( c ) ( 3 ) $600, 000 00 N/A N/A N/A Bradl e y Sc hol arshi p Pro g ram
J u dic ial Edu c at ion Proje c t
9502 Ne l son Lane
Manassas, VA 20110 20-2466871 501 ( c ) ( 3
)
Su it e 200
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 350
San Franc isc o, CA 94111 94-2528433 501 c 3 $100, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
T e xas Pu b l ic Pol ic y Fou ndat ion
900 Congre ss Av e nu e
Su it e 400
Au st in, T X 78701 74-2524057 501 ( c ) ( 3 ) $50, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Arl in g t on. VA 22201-4433 54-1436224 501 ( c ) ( 3 ) $3, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
3415 Sou t h Se p u l v e da B ou l e v ard
Su it e 400
Los An g e l e s, CA 90034-6014 95-3298239 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Fou ndat ion f or Cu l t u ral Re v ie w
900 B roadway
Su it e 602 f or t he Frie nds of t he Ne w
Ne w York , NY 10003 13-3108424 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A Crit e rion
Middl e East Me dia and Re se arc h I nst it u t e . I nc
PO B ox 27837
Washin gt on, DC 20038-7837 52-2068483 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or ge ne ral o e rat ions
Nat ional Re v ie w I nst it u t e f or e dit ing and p u b l ishing
233 Pe nnsyl v ania Av e nu e , SE du ring Oc t ob e r and Nov e mb e r
Washin gt on, DC 20003 13-3649537 501 ( c ) ( 3 ) $9, 500 00 N/A N/A N/A of 2011
Proj e c t Ve nt as
3308 B ou rb on St re e t
Fre de ric k sb u rg , VA 22408 27-2894856 501 ( c ) ( 3 ) $10, 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
Sc h I , Grant s t o Organizat ions and I ndv idu al s in t he U.S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Shnne rs Hosp it al s f or Chil dre n
PO Box 31356
T amp a, FL 33631 36-2193608 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Cl are mont I nst it u t e
937 We st Foot hil l Bou l e v ard
Su it e E
Cl are mont , CA 91711 95-3443202 501 ( c ) ( 3 ) $25000 N/A N/A N/A f or g e ne ral o p e rat ions
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $250 00 N/A N/A N/A f or g e ne ral op e rat ions
Fal l s Chu rc h. VA 22046 52-1750188 501 ( c ) ( 3 ) $1, 250 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 302
East Hart f ord, CT 06108 52-1358144 501 ( c ) ( 3 ) $15, 00000 N/A N/A N/A f or g e ne ral o e rat ions
1000 Massac hu se t t s Av e nu e . NW
Washin gt on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $25000 N/A N/A NI A f or g e ne ral o p e rat ions
12t h Fl oor
Washin gt on, DC 20036 52-1351785 501 ( c ) ( 3 ) $500 00 N/A N/A N/A f or g e ne ral o p e rat ions
Sc h 1, Grant s t o Organizat ions and l ndv / du a) s in t he U S
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Dav id Proj e c t , T he
PO Box 52390
Bost on, MA 02205-2390 16-1616489 501 ( c ) ( 3 ) $10, 000 00 N/ A N/ A N/ A in honor of Se t h Kl arman
Su it e 400
Washin g t on, DC 20009 13-6223604 501 ( c ) ( 3 ) $50000 N/ A N/ A N/ A f or ge ne ral o p e rat ions
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $25000 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Su it e 1630
Chic a g o, I L 60603 41-2057028 501 ( c ) ( 3 ) $200, 000 00 N/ A N/ A N/ A f or g e ne ral o e rat ions
Su it e 440
Arl in g t on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $50000 N/ A N/ A N/ A f or g e ne ral o e rat ions
Fou ndat ion, I nc
8001 Braddoc k Road
S p rin g f ie l d, VA 22160-0002 59-1588825 501 ( c ) ( 3 ) $1, 000 00 N/ A N/ A N/ A f or g e ne ral o p e rat ions
PERC
Su it e A
Boze man, MT 59718 81-0393444 501 ( c ) ( 3 ) $50000 N/ A N/ A N/ A f or g e ne ral o p e rat ions
Su it e 301
Grand Ra p ids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $1, 50000 1 N/ A N/ A N/ A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( 9 ) ( h)
ot he r)
Ame ric an Ent e rp rise inst it u t e
Washin gt on, DC 20036 53-021849 5 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Washin gt on, DC 20036 53-021849 5 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Su it e 350
Arl in g t on, VA 22201-309 7 52-152729 4 501 ( c ) ( 3 ) $2, 000 00 N/A N/A N/A f or e ne ral o e rat ions
2nd Fl oor
Washin g t on, DC 20005 9 4-2763845 501 ( c ) ( 3 ) $2, 500 00 N/A N/A N/A f or e ne ral o e rat ions
Su it e 200
Arl in g t on, VA 22203 48-089 1418 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 200
Arl in g t on, VA 22203 48-089 1418 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral a e rat ions
Washin g t on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or b e ne f ac t or re ne wal
1000 Massac hu se t t s Av e nu e . NW
Washin gt on. DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $5, 00000 1 N/A N/A N/A f or g e ne ral o p e rat ions
Sc he du l e I ( Form 9 9 0 or 9 9 0-EZ) 2011
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Washin g t on, DC 20001-5403 23-7432162 501 ( c ) ( 3 ) $8, 333 00 N/A N/A N/A f or t he c ap it al c am p ai g n
12t h Fl oor
Washin g t on, DC 20036 52-1351785 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 765
Su it e 765
Su it e 400
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $10, 000 00 N/A N/A NI A f or g e ne ral o p e rat ions
inst it u t e f or Hu mane St u die s
Su it e 440
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 900
Arl in gt on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $1. 20000 1 N/A N/A N/A f or g e ne ral o p e rat ions
66
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Su it e 900
Arl in g t on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p 2rat ions
Arl in g t on, VA 22201 51-0235174 501 ( c ) ( 3 ) $1, 500 00 N/A N/A N/A f or g e ne ral op e rat ions
Ne wYork , NY 10017 13-2912529 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Arl in g t on, VA 22201-4433 54-1436224 501 ( c ) ( 3 ) $1, 500 00 N/A N/A N/A f or e ne ral o e rat ions
Nat ional Ce nt e r f or Pol ic y Anal ysis
PO Box 650298
Dal l as, T X 75265-0298 75-1804932 501 ( c ) ( 3 ) $5.00000 N/A N/A N/A f or g e ne ral o p e rat ions
Fal l s Chu rc h, VA 22046 52-1750188 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or e ne ral o e rat ions
Roc k e f e l l e r Univ e rsit y
1230 York Av e nu e
Ne wYork , NY 10021 13-1624158 501 ( c ) ( 3 ) $10, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 301
Grand Raids, MI 49503-2718 38-2926822 501 ( c ) ( 3 ) $250 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
B il l of Right s I nst it u t e
Su it e 200
Arl in gt on, VA 22203 48-0891418 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
Cit ize ns' Cou nc il f or He al t h Fre e dom
161 St Ant hony Av e nu e
Su it e 923
St Pau l , MN 55103 41-1916724 501 ( c ) ( 3 ) $25000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 440
Arl in gt on, VA 22201-4432 94-1623852 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 900
Su it e 900
Arl in g t on, VA 22203-1854 52-1744337 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
Su it e 312
Le e sb u rg , VA 20176 51-0203802 501 ( c ) ( 3 ) $250 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
L ast Hop e , I nc
PC Box 114
Farmin g t on, MN 55024 41-1520897 501 ( c ) ( 3 ) $50000 N/A N/A N/A f or g e ne ral o p e rat ions
Mariju ana Pol ic y Proje c t Fou ndat ion
PO Box 77492
Washin gt on, DC 20013 52-1975211 501 ( c ) ( 3 ) $25000 N/A N/A N/A f or g e ne ral o p e rat ions
Mou nt ain St at e s L e gal Fou ndat ion
2596 Sou t h L e wis Way
L ak e wood, CO 80227 84-0736725 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
PERC
Su it e A
Boze man, MT 59718 81-0393444 501 ( c ) ( 3 ) $5, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Su it e 400
L os An g e l e s, CA 90034-6014 95-3298239 501 ( c ) ( 3 ) $10000 N/A N/A N/A f or g e ne ral o p e rat ions
Ame ric an I de as I nst it u t e
4040 Fairf ax Driv e
Su it e 140
Arl in gt on, VA 22203 27-0311492 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A f or g e ne ral o e rat ions
12t h Fl oor
PO Box 55089
She rman Oak s, CA 91499-1964 95-4194642 501 ( c ) ( 3 ) $500 00 N/A N/A N/A f or g e ne ral o p e rat ions
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Famil y T axp aye rs Fou ndat ion
8 East Main St re e t
Ca e nt e rsv il l e , I L 60110 36-3895370 501 ( c ) ( 3 ) $100, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Middl e East Foru m
1500 Wal nu t St re e t ,
Su it e 1050
Phil ade l p hia, PA 19102 23-7749796 501 ( c ) ( 3 ) $15, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
Fou rt h Pre sb yt e rian Chu rc h
f or t he Mort gage Bu m
5500 Riv e r Road
Camp aign and Sp e c ial
Be t he sda, MD 20816 53-0196534 501 ( c ) ( 3 ) $22, 000 00 N/A N/A N/A Bl e ssin g s
Su it e 400
Washin gt on, DC 20009 13-6223604 501 ( c ) ( 3 ) $1, 000 00 N/A N/A N/A f or L e e & Mab e l We il Fe l l ow
Christ op he r Ne wp ort Univ e rsit y f or t he b e ne f it of a JMC-
1 Av e nu e of t he Art s Ve nt as Post -Doc at t he
Ne wp ort Ne ws, VA 23606-3072 54-0701501 501 ( c ) ( 3 ) $25, 000 00 N/A N/A N/A Ce nt e r f or Ame ric an St u die s
Su it e 400
L os An g e l e s, CA 90034-6014 95-3298239 501 ( c ) ( 3 ) $20, 000 00 N/A N/A N/A f or g e ne ral o p e rat ions
I ranian Fre e dom I nst it u t e
PO Box 1722
Washin g t on, DC 20002-4999 23-7327730 501 ( c ) ( 3 ) $5, 000001 N/A N/A N/A f or g e ne ral o p e rat ions
Donors T ru st , I nc 52 -2166327 70
( a) ( b ) ( c ) ( d) ( e ) ( f ) ( g) ( h)
ot he r)
Fou ndat ion, I nc
8001 Braddoc k Road
S p rin g f ie l d, VA 22160- 0002 59- 1588825 501 ( c ) ( 3 ) $2 , 500 00 N/A N/A N/A f or g e ne ral o p e rat ions
S c h e d u l e I (Form 9 9 0 ) (2 0 1 1 ) Donors Tru st , I nc .
52 -2 1 6632 7 Page 2
Part I I I Grants and Oth e r Assistanc e to I nd ivid u al s in th e Unite d S tate s. Compl e te if th e organization answe re d 'Ye s' to Form 9 9 0 , Part I V , l ine 2 2 .
Part I I I c an be d u pl ic ate d if ad d itional spac e is ne e d e d .
(a) Type of grant or assistanc e ( b) Nu mbe r of
re c ipie nts
( c ) Amou nt of
- c ash grant
( d ) Amou nt of
non-c ash assistanc e
( e ) Me th od of val u ation (book,
FMV , appraisal , oth e r)
(f ) De sc ription of non- c ash assistanc e
1
2
3
4
5
6
7
Part I V I S u ppl e me ntal I nf ormation . Compl e te th is part to provid e th e inf ormation re qu ire d in Part I , l ine 2 , and any oth e r ad d itional inf ormation.
Pt I Line 2 _ _ _ _ _Th e _Organization se nd s e ac h grant re c ipie nt_a l e tte r_stating by c ash ing th e grant c h e c k
----------
_t -----------
Pt I Line 2 _ _ _ grante e agre e s grant f u nd s wil l not u se d to be ne f it any d isqu al if ie d ^e rson_
-
Al l rants_ _ _ _ _ _
----------
---------be ---------------
Pt
-I
Line 2
are -mad e -tic
U_S ._pu bl ic c h aritie s. I n most c ase s , th e Organization re l ie s_u pon_th e _
- - - - - - - - - - -
--------- -------------------------
Pt
-I
Line 2
-
_ _ _ _ _ove rsigh t c rovid e d -
-
by_Unite d S tate s and ind ivid u al state s' ru l e s and re gu l ations
------------------------------------------ ----------------
Pt
-
I Line 2
-
_ _ _ _ _ijRpl ic abl e to-su c h c h aritie s
.--
I n some - c ase s, a_ re port of -
u se
-
of f u nd s
-
is
-
re qu e ste d .
-------- ------------ -----------
PtI Line 2 _ _ - _ _ Grante e s_ mu st _ayre e th at grant-f u nd s are not-to
-
be u se d f or l obbyino or _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Pt I Line 2 _____any type _of pol ic ital _ac tivity_____________________________________________________
BAA S c h e d u l e I (Form 9 9 0 ) (2 0 1 1 )
TEEA39 0 2 0 1 /2 5/1 2
SCHEDULEJ
( F o r m 9 9 0 )
Depar tm ent o f th e Tr easur y
I n te r n a l Reve n ue Se r vi c e
Nam e o f th e o r gani zati o n
Co m pensati o n I nf o r m ati o n
OMBNo 1545.0 0 47
F o r c er tai n Of f i c er s, Di r ec to r s, Tr ustees, Key Em pl o yees, and Hi gh est 20 1 ' ^
Co m pensated Em pl o yees
^ Co m pl ete i f th e o r gani zati o n answer ed ' Y es' to F o r m 9 9 0 , P ar t I V , l i ne 23 .
Op n to P ut
^ Attac h to F o r m 9 9 0 . ^ See separ ate i nstr uc ti o ns. I nspec ti o n
Em pl o yer i denti f i c ati o n num ber
52-21663 27
i n
1 a Ch ec k th e appr o pr i ate bo x( es ) i f th e o r g ani zati o n pr o vi ded any o f th e f o l l o wi ng to o r f o r a per so n l i sted i n F o r m 9 9 0 , P ar t
V I I , Sec ti o n A , l i ne 1a Co m pl ete P ar t I I I to pr o vi de any r el evant i nf o r m ati o n r egar di ng th ese i tem s
F i r st-c l ass o r c h ar ter tr avel
Tr avel f o r c o m pani o ns
Tax i ndem ni f i c ati o n and gr o ss-up paym ents
Di sc r eti o nar y spendi ng ac c o unt
Ho usi ng al l o wanc e o r r esi denc e f o r per so nal use
P aym ents f o r busi ness use o f per so nal r esi denc e
Heal th o r so c i al c l ub dues o r i ni ti ati o n f ees
P er so nal ser vi c es ( e.g., m ai d, c h auf f eur , c h ef )
b I f any o f th e bo xes o n l i ne 1a ar e c h ec ked, di d th e o r gani zati o n f o l l o w a wr i tten po l i c y r egar di ng paym ent o r
r ei m bur sem ent o r pr o vi si o n o f al l o f th e expenses desc r i bed abo ve? I f ' No , ' c o m pl ete P ar t I I I to expl ai n
2 Di d th e o r gani zati o n r eq ui r e substanti ati o n pr i o r to r ei m bur si ng o r al l o wi ng expenses i nc ur r ed by al l o f f i c er s, di r ec to r s,
tr ustees, and th e CEO/Exec uti ve Di r ec to r , r egar di ng th e i tem s c h ec ked i n l i ne 1a?
3 I ndi c ate wh i c h , i f any, o f th e f o l l o wi ng th e f i l i ng o r gani zati o n used to establ i sh th e c o m pensati o n o f th e o r gani zati o n' s
CEO/Exec uti ve Di r ec to r . Ch ec k al l th at appl y Do no t c h ec k any bo xes f o r m eth o ds used by a r el ated o r gani zati o n to
establ i sh c o m pensati o n o f th e CEO/Exec uti ve Di r ec to r Expl ai n i n P ar t I I I
X Co m pensati o n c o m m i ttee W r i tten em pl o ym ent c o ntr ac t
I ndependent c o m pensati o n c o nsul tant Co m pensati o n sur vey o r study
X F o r m 9 9 0 o f o th er o r gani zati o ns X Appr o val by th e bo ar d o r c o m pensati o n c o m m i ttee
4 Dur i ng th e year , di d any per so n l i sted i n F o r m 9 9 0 , P ar t V I I , Sec ti o n A, l i ne 1a wi th r espec t to th e f i l i ng o r gani zati o n
o r a r el ated o r gani zati o n:
a Rec ei ve a sever anc e paym ent o r c h ange-o f -c o ntr o l paym ent?
b P ar ti c i pate i n, o r r ec ei ve paym ent f r o m , a suppl em ental no nq ual i f i ed r eti r em ent pl an?
c P ar ti c i pate i n, o r r ec ei ve paym ent f r o m , an eq ui ty - based c o m pensati o n ar r angem ent"
I f ' Y es' to any o f l i nes 4a-c , l i st th e per so ns and pr o vi de th e appl i c abl e am o unts f o r eac h i tem i n P ar t I I I
Onl y sec ti o n 50 1( c x3 ) and 50 1( c X4) o r gani zati o ns m ust c o m pl ete l i nes 5-9 .
5 F o r per so ns l i sted i n F o r m 9 9 0 , P ar t V I I , Sec ti o n A, l i ne 1a, di d th e o r gani zati o n pay o r ac c r ue any c o m pensati o n
c o nti ngent o n th e r evenues o f :
a Th e o r gani zati o n? . .
b Any r el ated o r gani zati o n?
I f ' Y es' to l i ne 5a o r 5b, desc r i be i n P ar t I I I
6 F o r per so ns l i sted i n F o r m 9 9 0 , P ar t V I I , Sec ti o n A, l i ne 1a, di d th e o r gani zati o n pay o r ac c r ue any c o m pensati o n
c o nti ngent o n th e net ear ni ngs o f -
a Th e o r gani zati o n?
b Any r el ated o r gani zati o n?
I f ' Y es' to l i ne 6a o r 6b, desc r i be i n P ar t I I I
7 F o r per so ns l i sted i n F o r m 9 9 0 , P ar t V I I , Sec ti o n A, l i ne 1a, di d th e o r gani zati o n pr o vi de any no n-f i xed paym ents no t
desc r i bed i n l i nes 5 and 6" I f ' Y es, ' desc r i be i n P ar t I I I
8 W er e any am o unts r epo r ted i n F o r m 9 9 0 , P ar t V I I , pai d o r ac c r ued pur suant to a c o ntr ac t th at was subj ec t to th e i ni ti al
c o ntr ac t exc epti o n desc r i bed i n Regul ati o ns sec ti o n 53 49 58-4( a) ( 3 ) ? I f ' Y es, ' desc r i be i n P ar t I I I
9 I f ' Y es' to l i ne 8, di d th e o r gani zati o n al so f o l l o w th e r ebuttabl e pr esum pti o n pr o c edur e desc r i bed i n Regul ati o ns
BAA F o r P aper wo r k Reduc ti o n Ac t No ti c e, see th e I nstr uc ti o ns f o r F o r m 9 9 0 .
No
X
X
X
X
X
X
X
X
Sc h edul e J ( F o r m 9 9 0 ) 20 11
TEEA410 1 0 1124112
S c h e d u l e J (Form 9 9 0 ) 2 0 1 1 Donors Tru st , Inc . 52 -2 1 6632 7 Page 2
Parti II Offi c e rs, Di re c tors, Tru ste e s, Ke y Empl oye e s, and Hi gh e st Compe nsate d Empl oye e s. Use d u pl i c ate c opi e s i f ad d i ti onal spac e i s ne e d e d .
For e ac h i nd i v i d u al wh ose c ompe nsati on mu st be re porte d i n S c h e d u l e J , re port c ompe nsati on from th e organi zati on on row (i ) and from re l ate d organi zati ons, d e sc ri be d i n th e i nstru c ti ons on
row (i i ) Do not l i st any i nd i v i d u al s th at are not l i ste d on Form 9 9 0 , Part V i i .
Note . Th e su m of c ol u mns (B ) (i ) -(ni ) for e ac h l i ste d i nd i v i d u al mu st e qu al th e total amou nt of Form 9 9 0 , Part V II, S e c ti on A , l i ne l a, appl i c abl e c ol u mns (D) and (E) amou nts for th at i nd i v i d u al
(B ) B re akd own of W-2 and /or 1 0 9 9 -MIS C c ompe nsati on ( C) Re ti re me nt and (D) Nontaxabl e (E) Total of c ol u mns (F) Compe nsati on
(A ) Name () B ase
c ompe nsati on
(i ) B onu s and i nc e nti v e
c ompe nsati on
(i n) Oth e r
re portabl e
oth e r d e fe rre d
c ompe nsati on
be ne fi ts (B ) (i ) -(D)
re porte d as d e fe rre d
i n pri or Form 9 9 0
c ompe nsati on
(j )
----1 9 8, 584_
---------0 -
1 9 , 858.
---------0 '
2 1 8442 .
--------
0
1 Wh i tne L B al l 0 . 0 . 0 . 0 . 0 . 0 .
(1 )
1 60 L0 0 _
-
Q.
0 -
0 .
---------0 .
1 60 , 0 0 0 .
--------
0 .
2 J e ffre C . Z si k t 0 .
-
0 . 0 . 0 . 0 .
()
-- ---------- ---------- ----------
3 ti
(1 )
--------------------- ---------- ---------- ---------- ----------
()
- ------------------------------ ---------- ---------- ---------- ----------
5 ti
(1 )
----------------------------- -- ---------- ---------- ---------- ----------
6 ti
(1 )
----------------------------- -- ---------- ---------- ---------- ---------
7 ti
(1 )
----------------------------- -- ---------- ---------- ---------- ----------
8 ti
(i ) --------------------- ---------- ---------- ---------- ---------- ----------
9 ti
-
(1 )
--------------------- -------- -- ---------- ---------- ---------- ----------
1 0 ti
C)
---------- ------------------ --- ---------- ---------- ---------- ----------
1 1 ti
C>
---------------------------- --- ---------- ---------- ---------- ----------
1 2 ti
(I) - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
1 3 ti
(t) --------------------- ---------- --------- ---------- ---------- ---------
1 4 ti
(1 )
---------- ---------------- --- ---------- ---------- ---------- ----------
1 5 ti
(1 )
------------------------------- ---------- ---------- ---------- ----------
1 6 i i
B A A TEEA 41 O2 0 1 /2 4/1 2 S c h e d u l e J (Form 9 9 0 ) 2 0 1 1
S c h e d u l e J (Form 9 9 0 ) 2 0 1 1 Donors Tru st , Inc . 52 -2 1 6632 7 Page 3
Part II1 1 S u ppl e me ntal Information
Compl e te th is part to provid e th e information, e xpl anation, or d e sc riptions re qu ire d for Part I, l ine s 1 a, 1 b , 3, 4 a, 4 b , 4 c , 5a, 5b , 6a, 6b , 7, and 8 , for
Part II. Al so c ompl e te th is part for any ad d itional information.
BAA S c h e d u l e J (Form 9 9 0 ) 2 0 1 1
TEEA4 1 0 3 0 1 /2 4 /1 2
SCHEDULE M
Noncash Contributions
(Form 9 9 0 )
Complete if the organizations answered ' Y es'
on Form 9 9 0 , P art I V , lines 29 or 3 0 .
Department of the T reasury
I nternal Revenue Service
Attach to Form 9 9 0 .
OMB No 1545-0 0 47
20 11
Name of the organization Employ er identif ication number
Donors T rust, I nc. 52-21663 27
T y pes of P roperty
(a)
Check if
applicable
(b)
Number of
contributions or
items contributed
(c)
Noncash contribution
amounts reported on
Form 9 9 0 ,
P art V I I I , line 1g
(d)
Method of determining
noncash contribution amounts
1 Art - Works of art
2 Art - Historical treasures
3 Art - Fractional interests .
4 Books and publications
5 Clothing and household goods
6 Cars and other vehicles .
7 Boats and planes
8 I ntellectual property
9 Securities - P ublicly traded X 41 2 0 78, 774. Fair market value
10 Securities - Closely held stock
11 Securities - P artnership, LLC, or trust interests
12 Securities - Miscellaneous
13 Q ualif ied conservation contribution -
Historic structures
14 Q ualif ied conservation contribution - Other
15 Real estate - Residential
16 Real estate - Commercial
17 Real estate - Other
18 Collectibles
19 Food inventory
20 Drugs and medical supplies
21 T axidermy
22 Historical artif acts
23 Scientif ic specimens
24 Archeological artif acts
25 Other ' - ( )
- - ------- ----- --
26 Other ^ ( )
----------------
27 Other ^ ( )
----------------
28 Other ^ )
29 Number of Forms 8283 received by the organization during the tax y ear f or contributions f or which the
organization completed Form 8283 , P art I V , Donee Acknowledgement . . . 29 0 .
Y es No
3 0 a During the y ear, did the organization receive by contribution any property reported in P art I , lines 1-28 that it must
hold f or at least three y ears f rom the date of the initial contribution, and which is not req uired to be used f or exempt
purposes f or the entire holding period?
M
3 0 a
EN
X
b I f ' Y es, ' describe the arrangement in P art I I
3 1 Does the organization have a gif t acceptance policy that req uires the review of any non-standard contributions? 3 1 X
3 2a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contrlbutlons7 3 2a X
b I f ' Y es, ' describe in P art I I .
3 3 I f the organization did not report an amount in column (c) f or a ty pe of property f or which column (a) is checked,
describe in P art I I
BAA For P aperwork Reduction Act Notice, see the I nstructions f or Form 9 9 0 . Schedule M (Form 9 9 0 ) 20 11
T EEA460 1 0 7/14/11
Schedule M (Form 990) 2011 Donors Trust, Inc. 52-2166327 Page 2
Part II Supplemental Information. Complete this part to provide the information req uired by Part I, lines 30b, 32b,
and 33, and whether the organiz ation is reporting in Part I, column (b), the number of contributions, the
number of items received, or a combination of both. Also complete this part for any additional information.
Pt
-
I Line 32b Financial
-
institutions/brokers
-
used
-
to
-
sell
-
marketable securities
BAA TE E A4 6O 2 07/14 /11 Schedule M (Form 990) 2011
SCHEDULE 0
( F o r m 9 9 0 o r 9 9 0- EZ )
Depar tm ent o f th e Tr easur y
I nter nal Revenue Ser vi ce
Suppl em ental I nf o r m ati o n to F o r m 9 9 0 o r 9 9 0- EZ
Co m pl ete to p r o vi d e i nf o r m ati o n f o r r espo nses to speci f i c q uesti o ns o n
F o r m 9 9 0 o r 9 9 0- EZ o r to pr o vi d e any ad d i ti o nal i nf o r m ati o n.
^ Attach to F o r m 9 9 0 o r 9 9 0- EZ .
OMB No 1545- 0047
2 011
Open to Publ i c
I nspecti o n
Nam e o f th e o r gani zati o n Em pl o yer i d enti f i cati o n num ber
Do no r s Tr ust, I nc.
52 - 2 16632 7
Pt I I I , Li ne 3 THE ORGANI Z ATI ON CEASED THE- STUDENT- F REE- PRESS ASSOCI ATI ON _ - _ _ - - _ _ -
Pt I I I L Li ne 3 PROJECT WHI CH BECAME A F REE STANDI NG PUBLI C CHARI TY
Pt _I I I L Li ne 3 THE LAW AND ECONOMI CS- CENTER RELOCATI ON- PROJECT WAS _ _ _ _ _ _ _ _ _ _ _ _ _ _
Pt
- -
- I I I L
- -
Li ne 3__ _COMPLETED- DURI NG 2 010_______________
- - - - - - - - - - - - - - - - - - - - - - -
Pt VI 1 -
- -
Li ne
-
19
- - - -
I F REQUI RED TO- BE- DI SCLOSED- BY- APPLI CABLE STATUTE,
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt VI 1 - Li ne 19 REGULATI ON OR OTHER ADMI NI STRATI VE RULE,_AVAI LABLE BY
Pt VI , Li ne 19 REQUEST AT ORGANI Z ATI ON'S OF F I CE.
Pt _VI ,_ Li ne_ 11a_ - F ORM- 9 9 0 REVI EWED- BY PRESI DENT- & CF O- PRI OR TO
-
F I LI NG-
-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt _VI , - Li ne _11a_ _ I N ADDI TI ON,- F ORM_ 9 9 0 I S DI STRI BUTED TO_ALL BOARD MEMBERS-
- - - - - - - - - - - - - - - - - - -
Pt _VI , - Li ne _11a_ - AND OF F I CERS SHORTLY AF TER- F I LI NG F OR THEI R REVI EW AND _ _ _ _ _ _ _ _ _ _ _ _
Pt _VI 1 - Li ne
-
11a-
- -
- COMMENTS. I F ANY I SSUES ARE - RAI SED, - APPROPRI ATE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
F i t _VI ,- Li ne _11a_ _ REMEDI AL- ACTI ON I S
- TAKEN,- I NCLUDI NG- F I LI NG AN AMENDED-
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt
- -
VI ,
- - - -
Li ne
- - - -
11a-
- -
F ORM- 9 00 I F NECESSARY.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt
- -
VI l -
- -
Li ne
-
3
- - -
SOME- PROGRAMS- LI STED AT PART I I I USE- I NDEPENDENT- CONTRACTORS
- -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt VI , _ _ Li ne 3 - _ - DI RECT SUPERVI SI ON _OF I NDEPENDENT CONTRACTORS CARRYI NG OUT
Pt _VI l - Li ne _ 3
- - -
RESEARCH. - WRI TI NG- AND OTHER ACTI VI TY ASSOCI ATED WI TH- CERTAI N _ _ _ _ _ - _
Pt - VI ,- Li ne- 3
- - -
PROGRAMS I S THE RESPONSI BI LI TY- OF AN- I NDEPENDENT- CONTRACTOR MANAGI NG
Pt _VI 1
-
Li ne
-
3
- - -
THE PROGRAM WHO HAS EXPERI ENCE
- &
EXPERTI SE I N THE AREA OF - RESEARCH- OR
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt VI ,_ Li ne _3
- -
_ - _ ACTI VI TY. EACH OF THESE CONTRACTORS I S DI RECTLY SUPERVI SED BY THE
- - - - - - - - - - - - - - - - - - - - - - - -
_
Pt _VI ,- Li ne _3
- -
ORGANI Z ATI ON'S OF F I CERS. THE PROGRAMS WI TH I NDEPENDENT _
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt - VI ,- Li ne- 3
- - -
CONTRACTORS THAT OVERSEE OTHER I NDEPENDENT CONTRACTORS _ _ _ - _ _ _ - _ _ - -
Pt _VI l - Li ne _3 _ _ - ARE:_NPS1 _CCAP, PF R_& CCAF .
-
_SEE_PART _I I , - LI NE 4 F OR DESCRI PTI ON _ _ _ _ _
Pt _VI 1
-
Li ne
-
3 _ _ _ OF EACH PROGRAM LI STED- HERE -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Pt
_VI _,
- Li ne _12 c_ - THE ORGANI Z ATI ON ASKS- EACH- BOARD MEMBER AND OF F I CER TO _ _ _ _ _ _ _ _ _ _ _ _
Pt VI l - Li ne _12 c_ - ATTEST TO- COMPLI ANCE WI TH THE POLI CY ON- AN ANNUAL- BASI S _ _ _ _ _ _ _ _
Pt VI , Li ne 15 THE ORGANI Z ATI ON HAS A COMPENSATI ON COMMI TTEE COMPRI SED
BAA F o r Paper w o r k Red ucti o n Act No ti ce , see th e I nstr ucti o ns f o r F o r m 9 9 0 o r 9 9 0- EZ TEEA49 01 07/ 14/ 11 Sch ed ul e 0 ( F o r m 9 9 0 o r 9 9 0- EZ ) 2 011
r J
Schedule 0 (For m 990 or 990-EZ) 2011 Page 2
Name of t he or gan i z at i on Employer i den t i f i cat i on n umber
Don or s Tr ust , In c.
52-2166327
Pt _VI, -Li n e _15_
- -
OF INDEPENDENT BoD_MEMBERS_THAT_APPROVES-SALARIES ON_AN _ _ _ _ - _ _ _ - _ _
Pt _VI,-Li n e
15---
ANNUAL BASIS-AFTER-REVIEWING COMPARABLES
--------------------------------
Pt -XI
- - - - - - - - - -
Un r eali z ed loss on -mar ket able secur i t i es-$240,--056
-----------------------------------------------------
Pt -XI
-
_ _ - _ _ - _ _ _ Pr i or per i od i n cr ease-i n expen ses $27,850
--- ---------- --------------------
Pt i s..'----------
Pr i or per i od decr ease-i n r even ue $17,110
------------------------------------------
Pt _XI__________Accr ual f or SEP-IRA cat ch uppaymen t _$55000____________________
Pt _XI___-------Tot al-adjust men t $340, 016
----------------------------------
Pt _VI_C, Li n e 17_AK,AL,ARIAZ,CA,CO,CTDC,FL,GA,IL,KS,KY^MA,MDLME,MI,_______________
Pt -VI-C, Li n e 17_MN,MOLMS,NC,ND,NH,NJ ,NM,NY,OH,OK,OR,PA,RI, CLTN,_________________
Pt -VI-C, Li n e 17 _UT,VA,WA1WI,WV_______________
----------------------------
BAA
TEEA4902 07/14111
Schedule 0 (For m 990 or 990-EZ) 2011
Donors T ru st , I nc . 52-2166327
Sc hedu le 0 (Form 9 9 0) , Su pplement al I nf ormat i on t o Form 9 9 0
Form 9 9 0, Page 2 , Part I I I , L i ne 1 ( c ont i nu ed)
B ri ef ly desc ri b e t he organi z at i on' s mi ssi on:
REL AT I NG T O SOCI AL WEL FARE, HEAL T H, ENVI RONMENT , ECONOMI CS, GOVERNANCE,
FOREI GN REL AT I ONS AND ART S AND CUL T URE; AND WHI CH ENCOURAGE PHI L ANT HROPY
AND I NDI VI DUAL GI VI NG AND RESPONSI B I L I T Y AS AN ANSWER T O SOCI ET Y' S NEEDS, AS
OPPOSED T O GOVERNMENT AL I NVOL VEMENT .
Sc hedu le 0 (Form 9 9 0) , Su pplement al I nf ormat i on t o Form 9 9 0
Form 9 9 0, Page 2, Part I I I , L i ne 4d (c ont i nu ed)
Desc ri b e t he exempt pu rpose ac hi evement s f or eac h of t he organi z at i on' s ot her program
servi c es. Sec t i on 501 (c ) (3) and (4) organi z at i ons and 49 47(a) (1) t ru st s are req u i red t o
report t he amou nt of grant s and alloc at i ons t o ot hers, t he t ot al expenses, and revenu e, i f any , f or
eac h program servi c e report ed.
Code: Desc ri pt i on. T HE PROJECT ON FAI R REPRESENT AT I ON (PFR) .
Expenses 19 7, 024. T HE PROJECT ON FAI R REPRESENT AT I ON WORKS T O EFFECT CHANGE
Grant s Of 0. I N L AW AND PUB L I C POL I CY T HROUGH A COMB I NAT I ON OF
Revenu e 0. RESEARCH, L I T I GAT I ON, AND PUB L I C EDUCAT I ON I N T HE
FOUR AREAS WHERE RACI AL DI SCRI MI NAT I ON I S T HE MOST
ENT RENCHED: VOT I NG, EDUCAT I ON, PUB L I C CONT RACT I NG, AND
EMPL OYMENT .
Code- Desc ri pt i on: T HE SUPPL Y SI DE PROJECT (SSP) .
Expenses 106, 549 . T HE SUPPL Y SI DE PROJECT DEVEL OPS AND ADVANCES
Grant s Of 0. FUNDAMENT AL MARKET -B ASED REFORM PROPOSAL S FOR
Revenu e 0. SOCI AL SECURI T Y, MEDI CADE, MEDI CARE, WEL FARE AND
HEAL T H CARE.
Code: Desc ri pt i on: CENT ER FOR CL ASS ACT I ON FAI RNESS (CCAF) . B Y CONT RACT I NG WI T H
Expenses 388, 110. AT T ORNEYS T O PROVI DE PRO B ONO REPRESENT AT I ON OF CONSUMERS,
Grant s Of 0. CCAF SEEKS T O I NCREASE NET AWARDS T O MEMB ERS OF CL ASS ACT I ON
Revenu e 87, 000. L AWSUI T S T HROUGH OB JECT I ONS T O SET T L EMENT S PRODUCI NG
EXCESSI VE AT T ORNEY FEES. AN ADDI T I ONAL GOAL I S A
REDUCT I ON I N MERI T L ESS CL ASS ACT I ON SUI T S AS T RI AL
AT T ORNEYS AWARENESS OF CCAF' s WAT CHDOG ROL E I NCREASES.
Code. Desc ri pt i on. ST UDENT FREE PRESS ASSOCI AT I ON (SFPA) . T HE ST UDENT FREE
Expenses 29 1, 875. PRESS ASSOCI AT I ON I S AN ORGANI ZAT I ON RUN B Y
Grant s Of 19 6, 9 03. VET ERAN JOURNAL I ST S FOR T HE B ENEFI T OF B EGI NNI NG
Revenu e. 0. JOURNAL I ST S. I T I DENT I FI ES AND SUPPORT S COL L EGE
ST UDENT S SEEKI NG T O I MPROVE CAMPUS JOURNAL I SM,
EXPL ORE MEDI A CAREERS, AND COMMI T T HEMSEL VES T O T HE
PRI NCI PL ES OF A FREE SOCI ET Y.
Code: Desc ri pt i on: T AL ENT MARKET (T M) . A FREE T AL ENT RECRUI T MENT PROGRAM
Expenses 125, 605. AVAI L AB L E T O CHARI T I ES WHOSE MI SSI ONS AL I GN WI T H
Grant s Of 0. DONORST RUST ' S CHARI T AB L E MI SSI ON.
Revenu e 0.
Code: Desc ri pt i on: 6 DEGREES PROJECT . SEEKS T O CREAT E OPPORT UNI T I ES
Expenses 69 , 068. T O L EVERAGE AND AMPL I FY T HE VOI CES OF T HOSE ADVANCI NG L I B ERT Y AND
Grant s Of 0. T O CREAT E OPPORT UNI T I ES FOR ST RAT EGI C PART NERSHI PS AND AL L I ED
Revenu e 0. REL AT I ONSHI PS WI T H T HE I NT EL L ECT UAL VOI CES T HAT MAT T ER MOST . T HE
"SI X DEGREES OF SEPARAT I ON" NOT I ON I S T HAT CERT AI N PEOPL E AND T HEI R
NET WORKS ARE KEYS T O ADVANCI NG AN I DEA AND T I PPI NG A DEB AT E.
OMB No 1545.0047
SCHEDULE R
(Form 990 )
Related Organizations and Unrelated Partnerships 2011
Dep artm ent of the Treasury
^ Complete if the organization answered ' Yes' to Form 990, Part I V , line 33 , 34, 35 , 36 , or 37 . - ;Open to Public
I nternal
rnal Revenue Service ^ Attach to Form 990. ^ See separate instructions . j ^` ; I nspection
Name of the organization Employer identif ication number
Donors Trust, I nc. 152- 216 6 327
Part I I dentif ication of Disregarded Entities (Complete if the organization answered ' Yes' to Form 990, Part I V , line 33.)
(a) (b) (c) (d ) (e) (f )
Name, address, and EI N of disregarded entity Primary activity Legal domicile (state Total income End- of - year assets Direct controlling
or f oreign country) entity
_ (11 Donors Trust,_ LLC 27- 0704085
-
109 N- Henry St, Alexandria- 22314_ - _ _ _ _
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Hold proceeds f rom 2009
sale of RE donation MD 0. 0. Donors Trust, inc.
A21 Talent Market1 _ LLC_ 27_ 06 85825 _ _ _ _ _ _ _ _ _
109 N_ Henry St Alexandria 22314 _ _ _ _ _ _
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Provide administrative
su pp ort services MD 0. 16 2 585 . Donors Trust, I nc.
3 See Continuation Sheet f or Schedule R, Part I
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
I Part I I I I dentif ication of Related Tax- Exempt Organizations (Complete if the organization answered ' Yes' to Form 990, Part I V , line 34 because it had
one or more related tax- exempt organizations during the tax year.)
( a) (b) (c) (d ) ( e) (f ) (g)
Name, address, and EI N of related organization Primary activity Legal domicile (state Exempt Code Public charity status Direct controlling Sec 512(b) (13)
or f oreign country) section (if section 501 (c) (3) ) entity controlled entity?
Yes No
(1) Donors Captital Funds I nc._ 54_ 1934032
_ _ PO Box_ 1305, Alexandria- V A 22313
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Grant making
MD 501(c) (3) 509(a) (1) T yp e 1 so N/A X
2
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
J(3) - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - -
BAA For Paperwork Reduction Act Notice , see the I nstructions f or Form 990 . TEEA5001 09/0& 1 1 Schedule R (Form 990) 2011
Continuation Sheet f or Schedule R 2011
Continuation Paae 1 of 1
Name of r iling or g aniz ation
Employer identif ication number
Donor s Tr ust. Inc. 1 5 2-2166327
IPar t I Continuation of Identif ication of Disr eg ar ded Entities
( A )
Name, addr ess, and EIN of disr eg ar ded entity
( B )
Pr imar y activ ity
( C)
Leg al domicile ( state
or f or eig n countr y )
( D)
Total income
( E)
End-of -year assets
( F )
Dir ect contr olling
entity
Center f or Colleg e A f f or dability & Pr oductiv ity LLC 27-0949511
-------- ------
109 N Henr y _St.L _A lexandr ia 22304
-------------------
------------------------
r iting , Resear ch ,
educational D 4 , 519. 16 336. onor s Tr ust, inc.
CCA F LLC 45-1054185
---------------------------------
109 N Henr y _St.L_A lexandr ia 2231 4_ _ _ _ _ _ _ _
__________________________________ itig ation in the
ublic inter est E 7, 000. 59 985. onor s Tr ust, Inc.
---------------------------------
---------------------------------
----------------------------------
----------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
---------------------------------
----------------------------------
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TEEA 5101 09108/ 11 Schedule R Gont ( F or m 990) 201 1
S c h e d u l e R (Form 9 9 0 ) 2 0 1 1 Donors Tru st, Inc . 52 -2 1 6632 7 Page 2
LP art III I Id e ntific ation of Re l ate d Organizations Taxabl e as a Partne rsh ip (Compl e te if th e organization answe re d 'Ye s' to Form 9 9 0 , Part IV , l ine 34
be c au se it h ad one or more re l ate d or anizations tre a te d as a p artne rsh i p d u ring th e tax y e ar.)
(a) (b) (c ) (d ) ( e ) (f) (g) (h ) (I) G) (k )
Name , ad d re ss, and EIN of Primary ac tiv ity Le gal Dire c t Pre d ominant S h are of total S h are of Dispropor- Cod e V -UBI Ge ne ral or Pe rc e ntage
re l ate d organization d omic il e c ontrol l ing e ntity inc ome (re l ate d , inc ome e nd -of-y e ar tionate amou nt in box managing owne rsh ip
(state or u nre l ate d , e xc l u d e d asse ts al l oc ations? 2 0 of S c h e d u l e partne r?
fore ign from tax u nd e r K -1
c ou ntry ) se c tions 51 2 -51 4)
Ye s N.
(Form 1 0 65) y e s N.
1
---------------
--------------
2
--------------
--------------
3
---------------
---------------
Part IV
Id e ntific ation of Re l ate d Organizations Taxabl e as a Corporation or Tru st (Compl e te if th e organization answe re d 'Ye s' to Form 9 9 0 , Part IV ,
l ine 34 be c au se it h ad one or more re l ate d oraanl zatl ons tre ate d as a c orporation or tru st d u rl na th e tax y e ar.)
(a) (b) (c ) (d ) ( e ) (f) (g) (h )
Name , ad d re ss, and EIN of re l ate d organization Primary ac tiv ity Le gal d omic il e Dire c t Ty pe of e ntity S h are of total inc ome S h are of e nd -of-y e ar Pe rc e ntage
(state or fore ign c ontrol l ing e ntity (C c orp, S c orp, asse ts owne rsh ip
c ou ntry ) or tru st)
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
------------------------------
------------------------------
2
----------------------------
------------------------------
------------------------------
3
----------------------------
------------------------------
------------------------------
BAA TEEA50 0 2 0 5/ 2 4/ 1 1 S c h e d u l e R (Form 9 9 0 ) 2 0 1 1
S c h e d u l e R (Form 9 9 0 ) 2 0 1 1 Donors Tru st, Inc . 52 -2 1 6632 7 Page 3
Part V Transac tions With Re l ate d Organizations (Compl e te if th e organization answe re d 'Ye s' to Form 9 9 0 , Part IV, l ine 34, 35, 35a, or 36.)
Note . Compl e te l ine 1 if any e ntity is l iste d in Parts II, III, or IV of th is sc h e d u l e Ye s No
1 Du ring th e tax ye ar d id th e organization e ngage in any of th e f ol l owing transac tions with one or more re l ate d organizations l iste d in Parts II-IV'
a Re c e ipt of (i) inte re st (ii) annu itie s (f l i) royal tie s or (iv ) re nt f rom a c ontrol l e d e ntity 1 a X
b G if t, grant, or c apital c ontribu tion to re l ate d organization(s) 1 b X
c G if t, grant, or c apital c ontribu tion f rom re l ate d organization(s) 1 c X
d Loans or l oan gu arante e s to or f or re l ate d organization(s) 1 d X
e Loans or l oan gu arante e s by re l ate d organization(s) 1 e X
f S al e of asse ts to re l ate d organization(s) 1 f X
g Pu rc h ase of asse ts f rom re l ate d organization(s) 1 X
h Ex c h ange of asse ts with re l ate d organization(s) 1 h X
i Le ase of f ac il itie s, e qu ipme nt, or oth e r asse ts to re l ate d organization(s) 1 i X
j Le ase of f ac il itie s, e qu ipme nt, or oth e r asse ts f rom re l ate d organization(s) i j X
k Pe rf ormanc e of se rv ic e s or me mbe rsh ip or f u nd raising sol ic itations f or re l ate d organization(s) 1 k X
I Pe rf ormanc e of se rv ic e s or me mbe rsh ip or f u nd raising sol ic itations by re l ate d organization(s) 1 1 X
m S h aring of f ac il itie s, e qu ipme nt, mail ing l ists, or oth e r asse ts with re l ate d organization(s) 1 m X
n S h aring of paid e mpl oye e s with re l ate d organization(s) 1 n X
o Re imbu rse me nt paid to re l ate d organization(s) f or e x pe nse s 1 0 X
p Re imbu rse me nt paid by re l ate d organization(s) f or e x pe nse s 1 X
q Oth e r transf e r of c ash or prope rty to re l ate d organization(s) 1 X
r Oth e r transf e r of c ash or prope rty f rom re l ate d organization(s) 1 r X
Z IT th e answe r to any or th e aoov e is Ye s, se e th e instru c tions tor inrormatl on on wno mu st c om p ie te tnl s Tine , inc l u al n c ov e re a re l au onsni s no transac tion inre snoias
(a)
Name of oth e r organization
(b)
Transac tion
type (a-r)
(c )
Amou nt inv ol v e d
(d )
Me th od of d e te rmining
amou nt inv ol v e d
( 1 ) N/A - No c ontrol l e d e ntitie s as d e f ine d b y IRC se c 51 2 (b) (1 3)
( 2 )
( 3)
( 4)
(6)
BAA TEEA50 0 3 0 5/2 4/1 1 S c h e d u l e R (Form 9 9 0 ) 2 0 1 1
S c h e d u l e R (Form 990 ) 2 01 1 Donors Tru st, Inc . 52 -2 1 6632 7 Page 4
1 Part V I Unre l ate d Organizations Taxabl e as a Partne rsh ip (Compl e te if th e organization answe re d 'Ye s' to Form 990, Part IV , l ine 37.)
Provid e th e f ol l owing inf ormation f or e ac h e ntity taxe d as a partne rsh ip th rou gh wh ic h th e organization c ond u c te d more th an f ive pe rc e nt of its ac tivitie s (me asu re d by total asse ts or gross
re ve nu e ) th at was not a re l ate d organization. S e e instru c tions re gard ing e xc l u sion f or c e rtain inve stme nt partne rsh ips
(a)
Name , ad d re ss, and EIN of e ntity
(b)
Primary ac tivity
(c )
Le gal d omic il e
(state or f ore ign
c ou ntry )
(d )
Pre d ominant
inc ome
(re l ate d , u nre -
l ate d , e xc l u d e d
f rom tax u nd e r
(e )
A re al l partne rs
se c tion
501 (c ) (3)
organizations2
(f )
S h are of
total inc ome
(9)
S h are of
e nd -of -y e ar
asse ts
(h )
Dispropor-
tionate
al l oc ations?
(i)
Cod e V -UBI
amou nt in box
2 0 of S c h e d u l e
K -1
Form (1 065)
G)
Ge ne ral or
managing
partne r?
(k )
Pe rc e ntage
owne rsh ip
se c tion 51 2 -51 4)
Ye s No Ye s No Ye s No
-
1
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-----------------
2
-----------------
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-----------------
4
-----------------
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-----------------
6
-----------------
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BA A TEEA 5004 05/ 2 4/ 1 1 S c h e d u l e R (Form 990) 2 01 1
S c h e d u l e R ( F o r m 9 9 0 ) 2 0 1 1 Do no r s Tr u st , Inc . 52 -2 1 6632 7 P a g e 5
P a r t 1 ' / II S u ppl e m e nta l Info r m a tio n
Co m pl e te th is pa r t to pr o v id e a d d itio na l info r m a tio n fo r r e spo nse s to q u e stio ns o n S c h e d u l e R
( se e instr u c tio ns) .
BAA TE E A50 0 5 0 5/ 2 5/ 1 1 S c h e d u l e R ( F o r m 9 9 0 ) 2 0 1 1
Donors T ru st , I nc . 52-2166327
Su pport ing St at ement of :
2
Form 990 p 9/Ot her amt . not inc lu ded
Desc ript ion Amou nt
T ot al c ont ribu t ions 39, 267, 594.
T ot al 39f _267 , 594.
Form 990 p 9/Nonc ash
Market able sec u rit ies 2, 078, 774.
T ot al 2L_078 , 774.
Form 990 p 9/Sales of Sec u rit ies
Proc eeds sale market able sec u rit ies 8, 572, 162.
T ot al 8L_572 , 162.
Form 990 p 9/Gross Basis Amou nt
Desc ript ion
Basis of market able sec u rit ies sold
T ot al
Amou nt
8, 693, 556.
8, 693, 556.
Form 990 p 11/Line 11, c olu mn (A)
Variou s pu blic ly t raded sec u rit ies 2, 979, 850.
T ot al 2, 979, 850.
I
Donors T ru st , Inc . 52-2166327 3
Form 990 p 11/Line 11 , c olu mn ( B )
Variou s pu blic ly t raded sec ru rit ies 5, 426, 007.
T ot al 5, _426 , 007.
Sc h D, page 2/Part V, line le c ol ( a)
Direc t program expenses 1, 712, 039.
T ot al 1, 712, 039.
Sc h D, page 2/Part V, line le c ol ( b)
Program relat ed direc t expenses 1, 912, 824.
T ot al 1, 912, 824.
Sc h D, page 2 /Part v, line le c ol ( c )
Program relat ed direc t expenses 976, 327.
T ot al 976, 327.
Sc h D, page 2/Part V, line le c ol ( d)
Program relat ed direc t expenses 1, 103, 256.
T ot al 1, 103, 256.
Donors T ru st , I nc . 52-2166327 4
4 Su pport ing St at ement of :
Sc h D, page 4/Part XI , Line 8
SEP-I RA prior period expense ac c ru al -55, 000.
T ot al -55, 000.
Sc h D, page 4/Part XI I , Line 4b
Legal f ee rec overy t reat ed as expense 8 7, 000.
of f set f or book pu rposes
T ot al 8 7, 000.
Sc h D, page 4/Part XI I I , Line 2d
SEP-I RA ac c ru al f or book pu rp oses t o be 55, 000.
paid du ring 2012 and report f or t ax pu rposes
du ring 2012
Rou nding -1.
T ot al 54, 999.
Sc h D, page 4/Part XI I I , Line 4b
Legal f ee rec overy t reat ed as expense 8 7, 000.
of f set f or book pu rposes
T ot al 8 7, 000.
A d d i t i o n a l I n f o r m a t i o n F o r Ta x R e t u r n
4 , Do n o r s Tr u st , I n c .
F o r m 990 p 6 : L i n e 1 7 - 2
52 - 2 1 6 6 32 7
S e e S c h e d u l e 0 f o r l i st o f st a t e s.

2011 Donors Trust 990

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