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,

'

Form

990

For the 2013 calendar year, or tax year beginning


, 2013, and ending
c Name of orgamzallon Donors Trust,
CheckIf applicable
Inc.
rAddress
change
DoingBusiness
As
,1snotdelivered
to streetaddress)
Number
andstreet(orPO boxIf ma1l
Room/suite
Name
change

,-

lmbalreturn

--

(703)

Henrv
Street
Cityortown, stateorprovince,
country,
andZIPorforeignpostalcode

Amended
return Alexandria
of pnnapal
officer
Applicabon
pending F Nameandaddress

VA

G Grossreceipts$ 120, 917, 890,


H(a)Isthisa groupreturnforsubordinates?
~ Yes
~No
H(b)Areallsubordinates
onduded?
Yes
No
If 'No,'attach
a list (seemstnJctJons)

VA 22314
Whitney L. Ball 109 North Henry Street Alexndria
)'. Onsertno)
I l4947(a)(1)or I 1527
IXl501(c)(3) I I so1(cl (
H(c)Groupexempbon
number~
www.donorstrust.orq

Tax-exempt
status

J
K

Website:

Form of orgamzabon

Cl.I

Ill

>
0
CJ
otJ

2
3
4
5
6
7a
b

"'

.!!!
:!::::
>

:.::
u

<C

CD

::::,

CD

>

CD

a:

.,
.,
c
4)

8
9
10
11
12
13
14
15

17
18

251,287.

19

Other expenses (Part IX, column (A), hnes 11a-11d, 1ff-24e~

i /[Cl}.'--

;5 21
z.._

22

.. ___ .. __:._____
......

Total expenses Add Imes 13-17 (must equal Part IX, ::clumn~1t!'e~
~
Revenue less expenses Subtract hne 18 from hne 12 . .__, . . . . . . . . . . .. . . . . .

W.! 20
I"
Total assets (Part X, '"'" 16)
,cm

Total habtht1es(Part X, hne 26) , ........

..

I Sianature
of u , Id
Under nalbes

Block

]~'

I~
.. en
91'
~ Nffil~ 21114

- - Ir

Net assets or fund balances. Subtract hne 21 from hn'~20

I Part II

II

- -

~ - .,_,._,_ .. .. -:-:"", f:'.i


..
V ~ ,~ ~ i'\1. lU II

l-J
~;, r
Paid
C('l> Preparer

427,369.
39,689,582.
64, 843, 618.
End of Year

Beginningof CurrentYear

30,679,673.
65,542.
30, 614, 131.

President
PnnVType
preparer's
name

i~

2,141,416.
43,106,986.
4,452,221.

102,089,508.
12,901.
102,076,607.

ofmyknowted
g e andbelief,
,t ,strue,correct.
and
andstatements.
ana10 ffie-&.st
reth I haveex nedthisreturn,
ondudon
accom n n schedules

~;.
;.;_, Sign
C Here
Date

& CEO

Check

PTIN

self-<!mployed

~--:

c:c'

I M Stateof legaldomocaleMD

. . . . . . . ...

b Total fundra1smgexpenses (Part tX, column (D), hne 25)

-cl

I L Yearoffonnabon 1999

SUPPORT CHARITIES
& SPONSOR PROGRAMS __
WHICH ALLEVIATE,_THROUGH_EDUCATION,_
RESEARCH_&
PRIVATE
INITIATIVES,_
SOCIETY'S
MOST_
PERVASIVE
AND RADICAL
NEEDS,_INCLUDING
THOSE_RELATING
TO_SOCIAL
WELFARE,_HEALTH,
___
AND ARTS AND CULTURE.
ENVIRONMENT,
ECONOMICS,
GOVERNANCE,
FOREIGN RELATIONS
---------~---------------------------------------------------1fthe organization discontinued its operations or disposed of more than 25% of its net assets.
Check this box
3
Number of voting members of the governmg body (Part VI, line 1a) ......
4
4
Number of independent voling members of the governing body (Part VI, hne 1b)
3
Total number of md1v1dualsemployed in calendar year 2013 (Part V, hne 2a) .
5
6
Total number of volunteers (estimate 1fnecessary) .........
6
0
7a
Total unrelated business revenue from Part VIII, column (C), hne 12
0.
Net unrelated business taxable income from Form 990-T, hne 34
7b
Prior Year
Current Year
Contributions and grants (Part VII I, hne 1h) . . . . . . . . .
45,908,735
.
103,380,831.
Program service revenue (Part VIit, hne 2g) .........
767,884.
726,430.
Investment mcome (Part VIII, column (A), Imes 3, 4, and 7d) .
882,588.
425,939.
Other revenue (Part VIII, column (A), Imes 5, 6d, 8c, 9c, 10c, and 11e) .
Total revenue - add Imes 8 through 11 (must equal Part VIII, column (A), hne 12)
47,559,207.
104,533,200.
Grants and s1m1laramounts paid (Part IX, column (A), Imes 1-3) ........
40,276,542.
38,475,416.
Benefits paid to or for members (Part IX, column (A), hne 4) ...........
Salanes, other compensation, employee benefits (Part IX, column (A), Imes 5-10)
689,028.
786,797.

16a Professional fundra1smgfees (Part IX, column (A), hne 11e)

4)

c.
~

I XI CorporabonI I Trust I I Assoc,at,on I Other

ISummarv
Bnefly descnbe the orgamzat1on'sm1ss1onor most significant act1v1t1es

CIJ

535-3563

22314-2903

I Part

52-2166327
number
E Telephone

109 North

Tennmated

Open to Public
Inspection

D Employer
ldenliflcabon
Number

,-

2013

Return of Organization Exempt From Income Tax


Undersection501(c),527,or 4947(a)(1)
of the InternalRevenueCode(exceptpnvatefoundations)
Do not enterSocialSecuritynumberson this form as it maybe madepublic
InformationaboutForm990and Hsinstructionsis at www.irs.gov/form990.

Department
of theTreasury
Internal
Revenue
Serv,ce
A

No 1545-004 7

OMB

Finn'sname

({!;~;Use Only Finn'seddress

Form's
EIN
Phoneno

May the IRS discuss this return wtth the preparer shown above? (see instructions)
BAA For Paperwork Reduction Act Notice, see the separate instructions.

. . . . . . . .......
TEEA0101
11108/13

t-11

No
Yes
Form 990 (2013)

'

Ir

Form 990 (2013)

Donors

!iP.,ai:tlllli
Statement

Trust,

Page2

52-2166327

Inc.

of Program Service Accomplishments

Check 1fSchedule O contains a response or note to any line in this Part Ill
Bnefly descnbe the organization's m1ss1on

SUPPORT

CHARITIES_&

SPONSOR PROGRAMS_____________________________________

WHICH ALLEVIATE,_THROUGH_EDUCATION,_RESEARCH_&

PRIVATE

INITIATIVES,_SOCIETY'S

MOST __ _

See Form 990, Pa.9e 2, Part Ill, Line 1 ..{_continued) _________________________________________


2

Did the organization undertake any significant program services dunng the year which were not listed on the pnor

O Yes
O Yes

Form 990 or 990-EZ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


If 'Yes,' descnbe these new services on Schedule 0.
3

Did the organization cease conducting, or make significant changes ,n how rt conducts, any program services?.

No

~ No

If 'Yes,' descnbe these changes on Schedule 0.


4

Descnbe the organrzat1on's program service accomplishments for each of ,ts three largest program services, as measured by expenses
Section 501(c)(3) and 501(c)(4) orgamzatrons and section 4947(a)(1) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, 1fany, for each program service reported.

3 8, 4 9 2 , O71 . mcludmg grants of $ 3 7 , 913, 8 8 3 . ) (Revenue $


O
) (Expenses $
OAF PROGRAM - A DONOR ADVISED FUND (OAF) _PROGRAM ALLOWING OAF CONTRIBUTORS _JQ ______
ADVISE GRANTS THAT SUPPORT CHARITIES_WHICH
ALLEVIATE,
THROUGH EDUCATION, __________
RESEARCH_AND PRIVATE_INITIATIVES,
SOCIETY'S
MOST_PERVASIVE AND RADICAL NEEDS, ______
INCLUDING THOSE RELATING_TO SOCIAL WELFARE,_ HEALTH,_ ENVIRONMENT, _ECONOMICS, ________
GOVERNANCE,_ FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE __________
PRIVATE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY
AS AN ANSWER TO
SOCIETY'S
NEEDS,_ AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. ______________________

4 a (Code

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

) (Expenses $
12 3 , O3 O mclud1ng grants of $
O ) (Revenue $
TALENT MARKET _(TM)._ A FREE TALENT RECRUITMENT PROGRAM________________________
AVAILABLE TO_ CHARITIES
WHOSE_MISSIONS
ALIGN WITH ____________________________
DONORSTRUST'S
CHARITABLE MISSION.

4 b (Code

_
_
_
_
_
_

O )
_
_

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

4 c (Code

DAN SEARLE
FELLOWSHIP

) (Expenses

4 95 , 4 33

. mcludmg grants of

FELLOWSHIPS IN ECONOMICS (DSEFP)


FUNDS ARE AWARDED TO UNIVERSITIES

4 8 6, 4 3 3

. ) (Revenue

(Part_of
OAF pro_gram).
FOR NEWLY

O )

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

----------------------------------------------------------------MINTED PHDS INTERESTED IN SPENDING TWO YEARS_AS POST-------------------------DOCTORAL_RESEARCH

ASSISTANCE.

__________________________________________

4 d Other program services (Descnbe ,n Schedule 0.)


(Expenses
$
4 e Total program service expenses .,.
BAA

mcludmg grants of

) (Revenue

3 9, 11 O, 5 3 4 .
TEEA0102

07/02113

Form 990 (2013)

Fonn990(2013)

Donors

Trust,

Inc.

Page 3

52-2166327

I Part IV IChecklist of Reauired Schedules


Yes
1

No

Is the organization descnbed in section 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)? If 'Yes,' complete
Schedule A . .....................................
...
...
.

Is the organization required to complete Schedule B, Schedule of Contnbutors (see instructions)?

Did the organization engage in direct or indirect political campaign act1v1tieson behalf of or in oppos1t1onto candidates
for public office? If 'Yes,' complete Schedule C, Part /. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section 501(c)(3) organizations. Did the organization engage in lobbying activ1t1es,or have a section 501(h) election
in effect dunng the tax year? If 'Yes,' complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . .

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part /II

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the nght
to provide advice on the distnbut1on or investment of amounts ,n such funds or accounts? If 'Yes,' complete Schedule D,
Part/ . .......................................................

Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas, or h1stonc structures? If 'Yes,' complete Schedule D, Part II . . . . . . . . . . .

Did the organization maintain collections of works of art, h1stoncal treasures, or other s1m1larassets? If 'Yes,'
complete Schedule D, Part /II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Did the organization report an amount in Part X, line 21, for escrow or custodial account liab1hty, serve as a custodian
for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negot1at1on
services? If 'Yes,' complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4
5

7
8

10

........

Did the organization, directly or through a related organization, hold assets in temporanly restncted endowments,
pennanent endowments, or quasi-endowments? If 'Yes,' complete Schedule D, Part V . . . . . . . . . . . .

11

10

x
x

If the organization's answer to any of the following questions 1s'Yes', then complete Schedule D, Parts VI, VII, VIII, IX,
or X as applicable

a Did the organization report an amount for land, buildings and equipment in Part X, line 10? If 'Yes,' complete Schedule
D, Part VI. ....................................................

...

11 a

b Did the organization report an amount for investments - other secunt,es m Part X, line 12 that 1s5% or more of its total
assets reported m Part X, line 16? If 'Yes,' complete Schedule D, Part VII. . . . . . . . .
. . . . . . . . . . . . . .

...

11 b

...

11 c

c Did the organization report an amount for investments - program related in Part X, line 13 that 1s5% or more of ,ts total
assets reported 1nPart X, line 16? If 'Yes,' complete Schedule D, Part VI/I . . . . . . . . . . . . . . . . . . . . .

d Did the organization report an amount for other assets in Part X, line 15 that 1s5% or more of its total assets reported
11e

x
x

11f

11 d

m Part X, line 16? If 'Yes,' complete Schedule D, Part IX ............................


e Did the organization report an amount for other habil1t1esin Part X, hne 25? If Yes,' complete Schedule D, Part X.

. .

f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's hab1htyfor uncertain tax pos1t1onsunder FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X
12 a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes, complete
Schedule D, Parts XI, and XII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Was the organization included m consolidated, independent audited financial statements for the tax year? If 'Yes,' and
if the organization answered 'No' to /me 12a, then completing Schedule D, Parts XI and XII is opt,onal
13

16
17
18
19

12b

x
x

14a

x
x

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmakmg, fundra1smg,
business, investment, and program service activ1t1esoutside the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes,' complete Schedule F, Parts I and IV .............................

14b

Did the organization report on Part IX, column (A), hne 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If 'Yes,' complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . .

15

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign ind1v1duals?/f 'Yes,' complete Schedule F, Parts /II and IV . . . . . . . . . . . . . . . . . . . . . . .

16

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), Imes 6 and 11e? If 'Yes,' complete Schedule G, Part I (see instructtons) . . . . . . . . . . . . . . . . .

17

Did the organization report more than $15,000 total of fundra1sing event gross income and contnbut1ons on Part VIII,
lines 1c and Sa? If 'Yes,' complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18

Did the organization report more than $15,000 of gross income from gaming act1vit1eson Part VIII, line 9a? If 'Yes,'
complete Schedule G, Part /II ....................................

19

Is the organization a school descnbed ,n section 170(b)(1)(A)(u)? If 'Yes,' complete Schedule E.

14a Did the organization maintain an office, employees, or agents outside of the United States? ...

15

12a

20 a Did the organization operate one or more hospital fac1hties? If 'Yes,' complete Schedule H . . . . .
b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return?

BAA

TEEA0103

11/08/13

13

20

x
x

20b
Fonn 990 (2013)

Form 990 {2013)

Donors

Trust,

Inc.

Page4

52-2166327

I Part IV I Checklist of Reauired Schedules (continued)


Yes
21
22
23

Did the organization report more than $5,000 of grants or other assistance to any domestic organizations or
government on Part IX, column {A), line 1? If Yes,' complete Schedule I, Parts I and II . . . . . . . . .

21

Did the organization report more than $5,000 of grants or other assistance to md1v1dualsm the United States on Part
IX, column (A), line 2? If Yes,' complete Schedule I, Parts I and Ill . . . . . . . . . . . . . . . . . . . . . . . . .

22

Did the organization answer Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If Yes,' complete
Schedule J . .....................................

...

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last day of the year, that was issued after December 31, 2002? If Yes,' answer Imes 24b through 24d and
complete Schedule K. If 'No, 'go to /me 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did the organ1zat1oninvest any proceeds of tax-exempt bonds beyond a temporary penod exception?

23

x
x
x

24a

. .

No

24b

c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

24c

d Did the organization act as an 'on behalf of issuer for bonds outstanding at any time dunng the year?

24d

. . . . . . .

25a Section 501(c)(3) and 501(c){4) organizations. Did the organization engage man excess benefit transaction with a
disqualified person dunng the year? If Yes,' complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . .
b Is the organization aware that 1tengaged m an excess benefit transaction with a disqualified person in a pnor year, and
that the transaction has not been reported on any of the organization's pnor Forms 990 or 990-EZ? If Yes,' complete
Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

...

25a

...

25b

26

Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former offfcers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If so, complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

26

27

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contnbutor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? If Yes,' complete Schedule L, Part Ill . . . . . . . . . . . . . . . . . . . . . . . . .

27

Was the organization a party to a business transaction with one of the following parties {see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions)

28

a A current or former officer, director, trustee, or key employee? If Yes,' complete Schedule L, Part IV . . . . . . .
b A family member of a current or former officer, director, trustee, or key employee? If Yes,' complete
Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1----1-I_J
x
28a

28b

c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner? If Yes,' complete Schedule L, Part IV . . . . . . . . . . . . .

29

Did the organization receive more than $25,000 m non-cash contnbutions? If Yes,' complete Schedule M . . . . .

28c
29

30

Did the organization receive contnbut1ons of art, h1stoncal treasures, or other s1m1larassets, or qualified conservation
contributions? If Yes,' complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30

31

Did the organization liquidate, terminate, or dissolve and cease operations? If Yes,' complete Schedule N, Part I ...

31

x
x

32

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If Yes,' complete
Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

32

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
. . .
301. 7701-2 and 301. 7701-3? If Yes,' complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . .

33

34

33

34 Was the organization related to any tax-exempt or taxable entity? If Yes,' complete Schedule R, Parts II, Ill, IV.
and V, /me 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

35a Did the organization have a controlled entity w1th1nthe meaning of section 512(b)(13)? ...........

b If Yes' to line 35a, did the organization receive any payment from or engage m any transaction with a controlled
entity w1thmthe meaning of section 512(b)(13)? If Yes,' complete Schedule R, Part V, line 2 .........
.
36

35a
35b

Section 501~cl(3) or~anizations. Did the org_anizat1onmake any transfers to an exempt non-chantable related
organization. ff Yes, complete Schedule R, Part V, lme 2 ..........................
.

36

37

Did the organization conduct more than 5% of its acbv1t1esthrough an entity that is not a related organization and that 1s
treated as a partnership for federal income tax purposes? If Yes,' complete Schedule R, Part VI . . . . . . . . . . . .

37

38

Did the organization complete Schedule O and provide explanatlons 1nSchedule O for Part VI, Imes 11b and 19?
. . . . .
Note. All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . . . . . . . .

BAA

38

Form 990 (2013)

TEEA0104

11/11/13


Fom, 990 (2013)

Donors

Trust,

Inc.

Page 5

52-2166327

le.art Y Statements Regarding Other IRS Filings and Tax Compliance

....... n

Check 1fSchedule O contains a response or note to any line m this Part V .

Yes

11--1
a+-1
____

1 a Enter the number reported m Box 3 of Fom, 1096. Enter -0- 1fnot applicable ..

b Enter the number of Fom,s W-2G included ,n line 1a Enter -0- ,f not applicable .

1b

...-:
,:,.L"'
'-

c Did the organization comply with backup withhold mg rules for reportable payments to vendors and reportable gaming
(gambling) winnings to pnze winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2

I I

a ~~t;[tfi~e~ufc;~e

~1~~/rey~~~eJ'n~~;g~~:g~1~;;t~;ay~~~:~i:e:~~~h~~~eii~

-,
.....

"'-" 1c
X

. .

,;t,;;;u

,'X

~...,_

-1

6'-+-"--~;:;.='--;
t---.-:-~."-+-?'.~
~[

S~at:. . . ,.__2_a_.__
________

b If at least one 1sreported on line 2a, did the organization file all required federal employment tax returns?

No

1--tl "~ -,,., -

. . . . . . . . .

2b

Note. If the sum of Imes 1a and 2a is greater than 250, you may be required toe-file (see instructions)
3 a Did the organization have unrelated business gross income of $1,000 or more dunng the year?. . . . . .

3a

b If 'Yes'hasit fileda Form990-Tforthisyear?If 'No'Jo/me3b,provideanexplanallon


m Schedule
O. . . . .

3b

4 a At any time during the calendar year, did the organization have an interest 1n,or a signature or other authonty over, a
financial account ma foreign country (such as a bank account, secunt1es account, or other financial account)? ...

...

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts

5 a Was the organization a party to a proh1b1tedtax shelter transaction at any time dunng the tax year?. . . .
. ...................

6 a Does the organization have annual gross receipts that are nom,ally greater than $100,000, and did the organization
solicit any contnbut1ons that were not tax deductible as chantable contnbut1ons? . . . . . . . . . . . . . . .
b If 'Yes,' did the organization include with every solic1tat1onan express statement that such contnbut1ons or gifts were
. . . . . . . . . . . . . . . . .
not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Organizations that may receive deductible contributions

5a

Jx

Sb

-~-

b Did any taxable party notify the organization that it was or 1sa party to a proh1b1tedtax shelter transaction? . .
c If 'Yes,' to line Sa or Sb, did the organization file Fom, 8886-T? . . .

4a

b If 'Yes,' enter the name of the foreign country ...

Sc

..

6a

..

6b

under section 170(c).


~

a Did the organization receive a payment 1nexcess of $75 made partly as a contnbut1on and partly for goods and
services provided to the payor? . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . .
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? .........

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Fom, 8282? ...................................................
d If Yes, indicate the number of Fom,s 8282 filed dunng the year

. . . . . . . . . . . . . . . .

I'----'-----------!
7 di

7b

7e

f Did the organization, dunng the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

7f

g If the orgamzat1on received a contnbut1on of qualified intellectual property, did the organization file Fom, 8899
as required? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7g

h If the orgamzat1on received a contnbution of cars, boats, airplanes, or other vehicles, did the organization file a
Fom, 1098-C? .........................
.. .

7h

Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsonng organization, have excess business
holdings at any time dunng the year? . . . . . . . . . . . . . .
. .
. . . . . . . . . . . . . . . . . . . . . . .

Sponsoring organizations

maintaining donor advised funds.

x
x

-~__J

a Did the organization make any taxable d1stnbut1onsunder section 4966? .

9a

b Did the organization make a d1stnbullon to a donor, donor advisor, or related person?

Sb

Section 501(c)(7) organizations.

Enter
.

I 1oal

b Gross receipts, included on Fom, 990, Part VIII, line 12, for public use of club facilities

10b

a lmtiat1onfees and capital contnbut1ons included on Part VIII, line 12 .........


11 Section 501(c)(12) organizations.

'

...-!

Enter:

'

,,

11 a

a Gross income from members or shareholders.

- i~ ~

~ :... ~ ,.

b Grossincomefromother sources(Do not net amountsdue or paid to othersources


against amounts due or received from them.). . . . . . . . . . . . . . . . . . . .
~1_1_b~----------1r-12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Fom, 990 m lieu of Fom, 1041?.

b If 'Yes,' enter the amount of tax-exempt interest received or accrued dunng the year . . . . . .
13

7c

."

,(":r'

e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?.

10

7a

Section S01(c)(29) qualified nonprofit health insurance issuers.

I~-~----------!
12 bl

a Is the organization licensed to issue qualified health plans m more than one state? .

>-----~

12a

13a

Note. See the instructions for add1t1onalmfom,allon the organization must report on Schedule 0.

b Enter the amount of reserves the organization 1srequired to maintain by the states in
which the organization is licensed to issue qualified health plans . . . . . . . . . . . . .
c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . .
14a Did the organization receive any payments for indoor tanning services during the tax year?.

I1

b1
3
1--1+-1----------1
13 c
'----'------------:1----:1---1----'
. ..

b If 'Yes,' has it filed a Fom, 720 to report these payments? If 'No,' provide an explanation m Schedule O .

BAA

TEEA0105

07102113

14a

14b
Fonn 990 (2013)

,
Donors Trust,
Inc.
52-2166327
Page6
Governance, Management and Disclosure For each Yes' response to lines 2 through lb below, and for
a 'No' response to line Ba, Bb, or 10b below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.

Form990(2013)

[ Part VI

[xJ

Check 1fSchedule O contains a response or note to any line in this Part VI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section A Governing Body and Management


Yes
1 a Enter the number of voting members of the governing body at the end of the tax year.
If there are matenal differences in voting nghts among members
of the governing body, or 1fthe governing body delegated broad
authonty to an executive committee or s1m1larcommittee, explain in Schedule 0.

1a

No

b Enter the number of voling members included 1nline 1a, above, who are independent

. . . .
1b
3
Did any officer, director, trustee, or key employee have a family relationship or a business relation~sh,...,-p-w~,t,.,.h_a_n_y_o_t.,..he-r-----1

officer, director, trustee or key employee?

. . . . . . . . . . . . . . . . . . . . . . .

t---+---t--~

. . . . . . . . . . . . . .

Did the organization delegate control over management duties customanly performed by or under the direct superv1s1on
of officers, directors or trustees, or key employees to a management company or other person? . . . . . . . . . . . .

Did the organization make any significant changes to its governing documents
since the pnor Form 990 was filed? . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

5
6

x
x
x

7a

7b

Did the organization become aware dunng the year of a significant d1vers1onof the organization's assets?

Did the organization have members or stockholders? . . . . . . . . . . . . . . . . .

. . . . . . . .

7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more
members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . .

b Are any governance dec1s1onsof the organization reserved to (or sub1ect to approval by) members,
stockholders, or other persons other than the governing body? . . . . . . . . . . . . . . . . . . .
8

Did the organization contemporaneously document the meetings held or wntten actions undertaken dunng the year by
the following
. . . . . . . . . . . .

Sa

b Each committee with authonty to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . .

Sb

a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


9

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If Yes,' provide the names and addresses m Schedule O
. . . . . . . . . . . . . . . . .

Section B. Policies (This Section B reauests information about policies not reauired bv the Internal Revenue Code.
Yes
10a Did the organization have local chapters, branches, or affiliates? ...........................

...

No

10a

b If 'Yes: did the organization


havewrinenpoliciesand proceduresgoverningthe activitiesof suchchapters,affiliates,and branchesto ensuretheir
operationsare consistentwith the organizahons
exemptpurposes?. . . . . . . . . . . . . . . . . . . . . . . .

10b

provideda completecopyof this Form990 to all membersof its governingbodybeforefiling theform? . . . . . . . .


11 a Hasthe organization

11 a

b Descnbe in Schedule O the process, 1fany, used by the organization to review this Form 990.
12 a Did the organization have a wntten conflict of interest policy? If 'No,' go to /me 13 . . . .

. . . . .

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give nse
to conflicts? ..................................................

12a

12b

x
x
x
x

c Did the organization regularly and consistently monitor and enforce compliance with the policy? If Yes,' descnbe m
Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . .

12c

13

Did the organization have a wntten wh1stleblower policy? .............................

13

14

Did the organization have a wntten document retention and destruction policy? ..................

14

15

Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and dec1s1on?
a The organization's CEO, Executive Director, or top management official

. . .

15a

b Other officers of key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . .

15b

x
x

If 'Yes' to line 15a or 15b, descnbe the process in Schedule 0. (See instructions.)
16a Did the organization invest 1n,contnbute assets to, or part1c1patein a joint venture or similar arrangement with a
taxable entity dunng the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b If 'Yes,' did the organization follow a wntten policy or procedure requinng the organization to evaluate its
part1c1pationin Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements?. . . . . . . . . . . . . . . . . . . . . . .

16a

-~'_J
16b

Section C. Disclosure
17

List the states with which a copy of this Form 990 is required to be filed

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501(c)(3)s only) available for public
inspection Indicate how you make these available. Check all that apply.

Own website

Another's website

_____________________________

~ Upon request

Other (explain in Schedule 0)

Descnbein ScheduleO whether(andif so. how)the organizahon


makesItsgoverningdocuments.conflictof interestpolicy,andfinancialstatementsavailableto
the publicduringthe taxyear

19
20

State the name, physical address, and telephone number of the person who possesses the books and records of the organizatJon-

oonors
BAA

Trust-------

109 N Henry

St, ___ Alexandria,


TEEA0106 07102/13

___ VA _ 22314-2903 ___

(703)

535-3563

Form 990 (2013)


Inc.
52-2166327
Page 7
of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
. .. . . . . . .
Independent Contractors

Form 990 (2013)

Donors

IPart VII ICompensation

Trust,

Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . .

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be fisted Report compensation for the calendar year ending with or within the
organization's tax year
List all of the organization's current officers, directors, trustees (whether ind1v1dualsor orgamzations), regardless of amount of
compensation Enter -0- in columns (0), (E), and (F) 1fno compensation was paid
List all of the organization's current key employees, 1fany. See instructions for definition of 'key employee'
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related orgamzat1ons
List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
orgamzat1on, more than $10,000 of reportable compensation from the organization and any related orgamzat1ons
List persons in the following order individual trustees or directors; institutional trustees, officers, key employees, highest compensated
employees, and former such persons

Check this box rf neither the orgamzat1on nor any related orgamzat1on compensated any current officer, director, or trustee.

(C)
(A)
Name and nue

(B)
Average
hours per

week(hst
any hours
for related
orgamza~
lions

below
dotted
line)

_mWhitney

L Ball------President
& CEO
(2) Kimberl_y _O Dennis _____
Chairman
(~ James Piereson
Vice Chairman
William
J. Hume ______
Director
_ (5) Jeffrey
C. Zysik ______
CFO, Sec-Treas.

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

-~>
(6)

35.00
10.00

- (8) - - - - - - - - - - - - - - - - - -

----

- (9)

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

----

~~

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

----

BAA

g:
e= ~
~

~~ g

~-~

- Q.,_5.Q

----

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

;,;

<1>

'<

<1>

3
'2.

<1>

<1>

~
<t)

<t> I

3 -

d'

"2. '3~:)
~

(E)

(F)

Reportable
compensabon from
related orgamzabons
(W-211099-MISC)

Esbmaled
amount of other
compensation
from the
orgamzabon
and related

"'-

orgamzatmns

"'i
I!;

!;"

219,000.

0.

21,900.

0.

0.

0.

0.

0.

0.

0.

0.

0.

0.50

- Q') - - - - - - - - - - - - - - - - - -

~~

a.9-

JQ.,_O.Q
15.00
x
0.50

----

~3L __________________

::,

~:::,

(D)
Reportable
compensabon from
the organization
(W-211099-MISC)

a.

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

(11)
--------------------(12)
---------------------

Pos,bon (do nol checl<more than


one box, unless person 1sboth an
officer and a director/trustee)

187,750.

0.

18,775.

----

-------

----

TEEA0107 07/08/13

Form 990 (2013)

Form 990 (2013)

IPart VII

Donors

Trust.

Pos1tlon
(D)
Average
(do nol check more lhan one
box, unless person ISboth an
hours
Reportable
officer and a d1rectorltruslee) compensabonfrom
per
week
the 01gan1zauon
<> I
0151
any IQ 3 ::, 0
(W-2/1099-MISC)
ig. ~
hours
n
for
c:,~ ~~
<> ~ ~
c g ~ "O
related
<> 0
E1
organ1za
~

(A)
Name and bHe

; J ,g.-;;,
3

ii

a c

!IOnS

below
dotted
line)

~SL ________________________

~f; [

(1)

(E)

(F)

Reportable
compensabon from
related orgamzabons

Esbmaled
amounl of other
compensat10n
from the
orgamzabon
and related
orgamzabons

(W-2/1099-MISC)

;;;]

,;;-

<1)

Ii
a.

---

0~-------------------------

---

(17) ________________________

---

(18)
---------------------------

---

(19)
--------------------------(20)
---------------------------

---

(21)
--------------------------~~ ------------------------

---

---

---

(23) ________________________

---

(24)
---------------------------

---

(25)
---------------------------

---

...
...
...

1 b Sub-total.
c Total from continuation

(continued)

(C)

(B)

sheets to Part VII, Section A

d Total (add lines 1b and 1c)


2

Pai:ie8

52-2166327

Inc.

!Section A. Officers, Directors, Trustees, Key Emplovees, and Hiahest Compensated Employees

406,750.

0.

40,675.

406,750.

0.

40,675.

Total number of ind1v1duals(including but not limited to those listed above) who received more than $100,000 of reportable compensation
2
from the organization .,..

Yes
3

Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee
.
on line 1a? If 'Yes,' complete Schedule J for such ind1v1dual . . . . ................

...

For any ind1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from
the orgamzalion and related organ1zat1onsgreater than $150,000? If Yes' complete Schedule J for
. . . . . ..............
such md1v1dual. . . . . . . . . . . . . . . . . . . .

..

..

,_

. .....

3 --

. ... . . . .

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or ind1v1dual
.......
for services rendered to the orgamzat1on? If Yes,' complete Schedule J for such person .....

--

4
--

........

---

No

--

LJ
_ __J

Section B. Independent Contractors


1

Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year.

(A)
Name and business address

Claire

Kittle

2868

Tradewind

Dr

Pleasant

SC

29466

(C)
Compensation

Adrnnistrative
andrecruitinqservices

Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the orgamzatlon

BAA

Mount

(B)
Descnpt1on of services

118, 632.

.,.. 1
TEEA0108 11111113

Form 990 (2013)

Forrn990{2013)
Donors Trust,
Inc.
!Part VIII ! Statement of Revenue

52-2166327

Page9

.. D

Check 1fSchedule O contains a response or note to any line in this Part VIII .

~~ 1 a Federated campaigns

~
a::o
~~
t:

a:

a:s
.,;:iii)

~:
........
al i!:
a=O
.... Q
Zz:
8<

{D)

(A)

{B)

{C)

Total revenue

Related or
exempt
function
revenue

Unrelated
business
revenue

Revenue
excluded from tax
under sections
512-514

1a

b Membership dues

1b

c Fundra1s1ngevents .

1c

d Related organizations

1d

e Governmentgrants(contnbutions)

1e

f All othercontnbut1onsdttts.grants,and

1f 103.380.831.

s1m1lar
amountsnot In uded above. .
g Noncashcontnbutionsinduded in lines 1a-1f

$ 15 140

826.

..

h Total. Add lines 1a-1f

103 380 831.

BusinessCode

z:

LI.I

2a
b

iii
0:::

LI.I

!::!

ffi
.,.

>

Ad.ministration

services

----------------------------------------------------------------All other program service

revenue

Cl

0:::

g Total. Add Imes 2a-2f

...

561000

. ..

726

..

Investment income (including d1v1dends, interest and


other similar amounts) ................

Income from investment of tax-exempt bond proceeds

Royalties.

430.

0.

0.

726

430.

726,430

270

233.

0.

0.

270.233.

155

706.

0.

0.

155 706.

'!'"

..

(,)Real

(11)Personal

(1)Seambes

(11)Other

6 a Gross rents
b Less: rental expenses
c Rentalincomeor Qoss).

d Net rental income or {loss) .


7 a Grossamountfrom sales of
assetsotherthan inventory.
b Less cost or otherbasis
and salesexpenses .

16 540 396.
16.384.690.
155 706.

c Gain or {loss)

..

d Net gain or {loss).


Lii

::::.
z::

i......

8 a Gross income from fundra1smg events


{not including .. $
of contnbut1ons reported on line 1c).

. . ..

See Part IV, line 18.

Cl:

i!!:

c Net income or (loss) from fundra1smg events .


9 a Gross income from gaming act1v1t1es.
See Part IV, line 19.

..

b Less direct expenses

-I

b Less: direct expenses

. . ..

.. . .

b Less. cost of goods sold .

-.

...

c Net income or {loss) from gaming activ1t1es.


1 Oa Gross sales of inventory, less returns
and allowances

..

a
b

..

-------

------~-

c Net income or {loss) from sales of inventory


Miscellaneous
Revenue
BusinessCode

----

~----

--

11 a

--------------------------------c
----------------d All other revenue .
b

e Total. Add Imes 11a-11d .


12

BAA

Total revenue. See instructions

104 533 200.


TEEA0109 07/08/13

0.

0.

1 152.369.
Form 990 (2013)


Donors

Form990(2013)

Trust,

lPart IX !Statement of Functional

52-2166327

Inc.

Section 501(c)(3) and 501(c)(4) oraamzat,ons must complete all columns All otherorgamzat,ons must complete column (A)
Check 1fSchedule O contains a response or note to any hne m this Part IX . . . . . ...........
Total expenses

Grants and other assistance to governments


and organizations m the United States. See
Part IV, hne 21 ..............
Grants and other assistance to ind1v1dualsin
the United States See Part IV, hne 22 ...

2
3

Grants and other assistance to governments,


organizations, and md1v1dualsoutside the
United States See Part IV, Imes 15 and 16.

Benefits paid to or for members. . . . . . .


Compensation of current officers, directors,
trustees, and key employees . . . . . . .
Compensation not included above, to
disqualified persons (as defined under
section 4958(f)(1~) and persons descnbed
1nsection 4958(c (3)(8) ..........

5
6

Other salanes and wages .........

Pension plan accruals and contnbut1ons


(include section 401(k) and 403(b} employer
contnbut1ons) . . . . . .
Other employee benefits . . . . . .

9
10

(B)

(A)

Do not include amounts reported on lines


6b, 7b, Bb, 9b, and 10b of Part VIII.
1

Page 10

Expenses

Program service
expenses

38.475.416.

(D)
Fundra1s1ng
expenses

I
I

416 ..

38 475

I
447

425.

297.715.

43.024.

106.686.

296

401.

213

40.472.

42.405.

1. 64 7.
41.324.

Payroll taxes . . . . . . . . . . . .

... I I

(C)
Management and
general expenses

524.

1 167.
29 271.

192.
4.821.

288.
7.232.

Fees for services (non-employees).

11

a Management .
b Legal.

...

c Accounting . .
d Lobbying ...
e Professional
fundra1smg
servicesSee PartIV, lme 17

f Investment management fees .......


g Other (If lme11~amtexceeds10%of hne25, column
(A)amount,hstlme11g expenseson ScheduleO) . .
12

Advertising and promotion

13

Office expenses

14

Information technology .

....

15

Royalties ..

16

Occupancy .......

17

Travel

18

Payments of travel or entertainment


expenses for any federal, state, or local
public officials .............

19
20

Conferences, conventions, and meetings .


Interest ..................

21

Payments to affiliates . . . . . . . . .

22

Depreciation, depletion, and amort1zat1on.

23
24

Insurance ................
Other expenses Itemize expenses not
covered above (List miscellaneous expenses
m hne 24e If hne 24e amount exceeds 10%
of line 25, column (A) amount, list hne 24e
expenses on Schedule 0.) ..........

a Printin_g_&
_production
_____
b Postag_e
& delivery_
_______
c Teleghone
______________
d Utilities
______________
e All other expenses . . . . . . . . . . . . .
25

Total functional expenses.Addlines 1 through24e.

26

Joint costs. Complete this hne only 1f


the organization reported m column (B)
101ntcosts from a combined educational
campaign and fundra1smg sohc1tat1on.
if following
Check here
SOP 98-2 (ASC 958-720}- .......

BAA

0.

510.
055.
486.
111.

168.052.
1. 1 77.
9 055.
7 111.

3 543.
0.
1. 371.
0.

14 915.
48 878.
2 060.
0.

41 175.
12 756.

6 782.
0.

10.173.
11. 884.

900.
494.

1. 350.
741.

186
50
12
7

58.130.
24.640.

.........

47 365.

47 365.

7 714.
4 234.

5.464.
2.999.

c;nq

c; c; '.rn
S 1? 1

c; 'i 'lO

12 234.
39 689 582.

(1
4

(1 (14

< 7i:;q
< Q17
9.134.
39.285.706.

c;n q

0.

(1

i:;1 f1

Q1 i:;

?;?1

q11

c;

q(;R

1 240.
152 589.

1 860.
251 287.

(; 4

...
TEEA0110 11/08/13

Form 990 (2013)

----

Form990{2013)

!Part X

Donors

Trust,

-----

52-2166327

Inc.

I Balance Sheet
Check 1fSchedule O contains a response or note to any line m this Part X .

...

. .

. ..

.. . .....

Cash - non-mterest-beanng . . . . . .

Savings and temporary cash investments

Pledges and grants receivable, net . .

Accounts receivable, net . . . . .

Loans and other receivables from current and former officers, directors,

~~1tit~~:~r!o(e_e~,

..

110,755.

~~d.h1_g~e~t-~~p~~s~t:d. e'.11~1~y~~s.
~o'.11~1:t: .

Notes and loans receivable, net

s
s

E
T

0
R

Prepaid expenses and deferred charges .

Investments - publicly traded securities . . . .

12

Investments - other secun!les. See Part IV, line 11

13

Investments - program-related. See Part IV, line 11

14

Intangible assets .........

......
. . . ....

10b

10c
11
12

27.802.
18 881 605.
56 951 182.

13
14

15

Other assets. See Part IV, line 11

16
17
18
19

Total assets. Add Imes 1 throuqh 15 (must equal line 34)


Accounts payable and accrued expenses.
Grants payable. . . ....
Deferred revenue ............

3 895.
30.679
673.
64 692.
850.

15
16
17
18
19

20

Tax-exempt bond hab11it1es


........

20

21

Escrow or custodial account liability Complete Part IV of Schedule D

21

22

Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons
Complete Part II of Schedule L . . . . . . . . . . . . . . . . . .

22

.....
. . . . ..

Secured mortgages and notes payable to unrelated third parties .

23

24

Unsecured notes and loans payable to unrelated third parties

24

25

Other hab1hbes{including federal income tax, payables to related third parties,


and other hab1ht1es
not included on Imes 17-24) Complete Part X of Schedule D .

26

Total liabilities. Add Imes 17 through 25 ....

27

Organizations that follow SFAS 117 (ASC 958), check here ~and
lines 27 through 29, and lines 33 and 34.
Unrestncted net assets . . . ...

28

Temporanly restncted net assets.

29

Permanently restncted net assets

. . ...............

3 699.
102 089 508.
12 051.
850.

23

25

65 542.

26

12 901.

complete

I
30.614

131.

27

102 076.607.

28

Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30

Capital stock or trust pnncipal, or current funds ............

B
A
L
A
N

31

Paid-in or capital surplus, or land, building, or equipment fund

32

29

--

30

....

33

Retained earnings, endowment, accumulated income, or other funds .


Total net assets or fund balances ......

34

Total hab1ht1es
and net assets/fund balances ...

I
28 338.
030.
4.664
0.

..

83.195.
55.393.

10a

. ..

11

6
7

N
E
T
A

_J

lnventones for sale or use

....

97,462.

b Less accumulated depreciation

26,127,758.

....
.... . . . .

10a Land, buildings, and equipment cost or other basis.


Complete Part VI of Schedule D . . . .

...

s
s

L
I
A
B
I
L
I
T
I
E

2
3

Loans and other receivables from other disqualified persons {as defined under
section 4958(f}(1)), persons descnbed m section 4958{c){3)(B), and contnbuling
employers and sponsonng organizations of section 501 (c){9) voluntary employees'
beneficiary organizations {see 1nstruct1ons) Complete Part II of Schedule L

E
T

I I

25,872,655.

. ....

(B)
End of year

(A)
Beginning of year
1

Page 11

... . . . . . .

BAA

31
32

30 614
30.679

131.
673.

33
34

102 076.607.
102.089.508.
Form 990 (2013)

TEEA0111 07/08/13

Fonn 990 (2013)

Donors

IPart XI IReconciliation

Trust,
Inc.
of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI .

1 Total revenue (must equal Part VIII, column (A), line 12)
2 Total expenses (must equal Part IX, column (A), line 25) ............

Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . .

2
3

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)).

Net unrealized gains (losses) on investments.

5
6

Donated services and use of fac11it1es


.
Investment expenses ............
.
Pnor period adJustments . . . . . . . . . . .

Other changes 1nnet assets or fund balances (explain m Schedule 0)

104 533 200.


39 689.582.
64.843.618.
30 614. 131.
6.618.858.

8
9

1o Net assets or fund balances at end of year. Combine Imes 3 through 9 (must equal Part X, line 33,
column (8)) ............................................
.

IPart XII I Financial

Page 12

52-2166327

10

102.076.607.

Statements and Reporting

.n

Check 1fSchedule O contains a response or note to any line m this Part XII
Yes
1

Accounting method used to prepare the Fonn 990.

~Accrual

Qcash

If the organization changed its method of accounting from a pnor year or checked 'Other,' explain
m Schedule 0.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . .
If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both

D Separate basis

Oconsohdated

basis

Osoth

2a

consolidated and separate basis

b Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . .


If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate
basis, consolidated basis, or both
Separate basis
~ Consolidated basis
Both consolidated and separate basis

No

Oother

2c

b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why m Schedule O and descnbe any steps taken to undergo such audits . . . . . . . . . . . . . . .

BAA

,____,___ _,__
_

c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b11ity
for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant? ...........
.
If the organization changed either its oversight process or selection process dunng the tax year, explain
m Schedule 0.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth m the Single
Audit Act and OMS Circular A-133? ..........................................

2b

3a

3b
Fonn 990 (2013)

TEEA0112

07/08/13

Public Charity Status and Public Support


SCHEDULE A

2013

Complete if the organization is a section 501(c)(3) organization or a section


4947(a)(1) nonexempt charitable trust .
.. Attach to Form 990 or Form 990-EZ.

(Form 990 or 990-EZ)

.. Information about Schedule A (Form 990 or 990-EZ) and its instructions


at www.irs.gov/form990.

Department of the Treasury


Internal Revenue SeMce

Name of the organwrtlon

Donors

OMB No 1545-0047

Open to Public
Inspection

is

Employer 1denllfication number

Trust,

Inc.

52-2166327

I Part I I Reason for Public Charity Status (All onwnizations must comolete this cart.) See instructions.
The organization 1snot a pnvate foundation because 1t1s (For lines 1 through 11, check only one box.)

~ A church, conventmn of churches or association of churches descnbed m section 170(b)(1 )(A)(i).

1
2

A school descnbed m section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described m section 170(b)(1)(A)(iii).

A medical research organization operated m con1unct1onwith a hospital descnbed m section 170(b)(1)(A)(iii). Enter the hospital's
name, city, and state
An organization operated for the benefit of a college or university owned or operated by a governmental unit descnbed m section
170(b)(1 )(A)(iv). (Complete Part II )
A federal, state, or local government or governmental unit descnbed in section 170(b)(1)(A)(v).
An organization that normally receives a substantial part of its support from a governmental unit or from the general public descnbed
m section 170(b)(1)(A)(vi). (Complete Part II )
A community trust descnbed m section 170(b)(1)(A)(vi). (Complete Part II)

O
0

5
6
7

[8J

An organization that normally receives. (1) more than 33-1/3% of its support from contnbut1ons, membership fees, and gross receipts
from act1v1t1es
related to its exempt functions - subJect to certain exceptions, and (2) no more than 33-1/3% of its support from gross
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975. See section 509(a)(2). (Complete Part fff )
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

10
11

An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations descnbed m section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box that
descnbes the type of supporting organization and complete Imes 11e through 11h
a 0Type

b 0Type

II

Type Ill - Functionally integrated

Type Ill - Non-functionally integrated

Oother
By checking this box, I certify that the organization 1snot controlled directly or indirectly by one or more disqualified persons
than foundation managers and other than one or more publicly supported organizations described m section 509(a)(1) or
section 509(a)(2)

If the organization received a written determination from the IRS that is a Type I, Type II or Type Ill supporting organization,
check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Smee August 17, 2006, has the organization accepted any gift or contnbut1on from any of the following persons?

....... D
Yes

(i)

A person who directly or 1nd1rectlycontrols, either alone or together with persons descnbed m (11)and (111)
below, the governing body of the supported organization? . . . .

11 g (i)

(ii)

A family member of a person descnbed m (1)above? ......

11 g (ii)

(iii) A 35% controlled entity of a person descnbed m (1)or (11)above? .


Provide the following information about the supported organizat,on(s).

11 g (iii)

(I) Name of supported


organ1zabon

(li)EIN

1
\ ~!J~i.~f

on1,~~;'\~~n
above or IRC secllon
(see Instructions))

(iv)Is the
orgamzabon m

column (1)hsted in
your governing

(v) Did you notify


the orgamzabonm
column (I) of your
support?

(vi)Is the

(vii) Amount of monetary

organization 10

support

column (I)
organized m the

document?

Yes

No

No

US?

Yes

No

Yes

No

(A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

TEEA0401 06128/13

Schedule A (Form 990 or 990-EZ) 2013

ScheduleA(Form990or990-EZ)2013
Donors Trust,
Inc.
52-2166327
Wart 11]Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)

Page 2

(Complete only 1fyou checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part Ill If the
orgamzat,on fails to qualify under the tests listed below, please complete Part 111.)

s ec1on
f

AP u bl"IC S UDDOrt

Calendar year (or fiscal year


beginning in)
1 Gifts,grants,contnbullons.
and
membership
feesreceived~o not
includeanyunusualgrants . . .
2

Tax revenues levied for the


orgamzallon's benefit and
either paid to or expended
on its behalf . . . . . .

The value of services or


facilities furnished by a
governmental umt to the
orgamzat1on without charge.

Total. Add lines 1 through 3

The portion of total


contnbut1ons by each person
(other than a governmental
umt or publicly supported
orgamzat1on) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f) . .

(a) 2009

(b) 2010

(c) 2011

(d) 2012

(e) 2013

(f) Total

16, 778, 729. 28,998, 795. 39,267,594.

45,908,735.

103,380,831.

234,334,684.

16, 778, 729. 28,998, 795. 39,267,594.

45,908,735.

103,380,831.

234,334,684.

...

65,899,674.

6 Public support. Subtract line 5


from line 4 ...........

s ect1on BT

Calendar year (or fiscal year


beginning in)

168,435,010.

ota IS unno rt

Amounts from line 4

(a) 2009

.... .

(b) 2010

(c) 2011

(d) 2012

16, 778, 729 . 28,998, 795. 39,267,594.

45,908,735.

206,988.

203,303.

(e) 2013

(f) Total

103,380,831.

234,334,684.

8 Gross income from interest,


d1v1dends,payments received
on secunt1es loans, rents,
royalties and income from
similar sources . . . . . . .

70,330.

80,800.

270,233.

831,654.

Net income from unrelated


business act1v1t1es,
whether or
not the business 1sregularly
..........
earned 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 .........

..

12

Gross receipts from related act1v1t1es,


etc (see instructions).

13

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
orgamzallon, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Section C. Com utation of Public Su

.............................

I 12

235,166,338

ort Percenta e

14

Public support percentage for 2013 (line 6, column (f) d1v1dedby line 11, column (f))

14

15

Public support percentage from 2012 Schedule A, Part 11,line 14 .........

15

71. 62 %
84. 03 %

16a 33-1/3% support test - 2013. If the orgamzat1on did not check the box on line 13, and the line 14 1s33-1/3% or more, check this box
and stop here. The orgamzallon qualifies as a publidy supported orgamzat1on . . . . . . . . . . . . . . . . . . . . . . . . . . .
b 33-1/3% support test - 2012. If the organization did not check a box on line 13 or 16a, and line 15 1s33-1/3% or more, check this box
and stop here. The orgamzat1on qualifies as a publidy supported orgamzat1on . . . . . . . . . . . . . . . . . . . . . . . .
17 a 10%-facts-and-circumstances
test - 2013. If the orgamzallon did not check a box on line 13, 16a, or 16b, and line 14 1s 10%
or more, and if the orgamzat,on meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how
the orgamzat1on meets the 'facts-and-circumstances' test. The orgamzallon qualifies as a publicly supported orgamzat1on . . .

... D

b 10%-facts-and-clrcumstances
test - 2012. If the orgamzat1on did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s10%
or more, and if the orgamzat1on meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the
orgamzallon meets the 'facts-and-circumstances' test. The organization qualifies as a publidy supported orgamzat1on . . . . . . .
18

Private foundation.

If the orgamzat1on did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions

BAA

..

...
..B

..

Schedule A (Form 990 or 990-EZ) 2013

TEEA0402

06128/13

Donors Trust,
Inc.
Part 111!Support Schedule for Organizations Described in Section 509(a)(2)

ScheduleA(Form990or990-EZ)2013

52-2166327

Page3

(Complete only 1fyou checked the box on line 9 of Part I or 1fthe organization failed to qualify under Part II If the organization falls
to qualify under the tests listed below, please complete Part 11.)

Sec,on
f
A Pu bl"IC SUDDOrt
Calendaryear (or fiscal yr beginningin)
1 Gifts, grants, contnbut1ons
and membership fees
received. (Do not include
any 'unusual grants ') . . . . . .
2 Gross receipts from adm1ss1ons,merchandise sold or
services performed, or facd1t1es
furnished in any act1v1tythat 1s
related to the organization's
tax-exempt purpose .....
3 Gross receipts from act1v1t1es
that are not an unrelated trade
or business under section 513
4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
its behalf ........
...
5 The value of services or
fac1ht1esfurnished by a
governmental unit to the
organization without charge.

(a) 2009

(b) 2010

(c) 2011

(d) 2012

(e) 2013

(f) Total

(c) 2011

(d) 2012

(e) 2013

(f) Total

6 Total. Add lines 1 through 5


7 a Amounts included on Imes 1,
2, and 3 received from
disqualified persons .....

b Amounts included on lines 2


and 3 received from other than
disqualified persons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the year . . . . . . . . . .
c Add Imes 7a and 7b

.....

Public support (Subtract hne


7c from line 6.) ........

Section BT ota Support


Calendaryear (or fiscal yr beginningIn)
9 Amounts from line 6 .....
1Oa Gross income from interest,
d1v1dends,payments received
on secunt1es loans, rents,
royalties and income from
s1m1larsources . . . . . . .
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975 .
c Add lines 10a and 10b ...
11 Netincomefromunrelatedbusiness
activitiesnot includedmhne1Ob,
whetheror not the business1s
regularlyearnedon .......
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain 1n
Part IV.) ........

(a) 2009

(b) 2010

and12)
13 Total Support. (Add1nsq,10c.11

14

First five years. If the Form 990 1sfor the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here . . . . . . . . . . . . . ""

Section C. Com utation of Public Su

ort Percenta e

15

Public support percentage for 2013 (line 8, column (f) d1v1dedby line 13, column (f))

15

16

Pubhc support percentage from 2012 Schedule A, Part Ill, line 15 .........

16

%
%

Section 0. Com utation of Investment Income Percenta e


17

Investment income percentage for 2013 (line 1Oc, column {f) d1v1dedby line 13, column (f)) .

17

18

Investment income percentage from 2012 Schedule A, Part Ill, line 17 ..

18

%
%

19 a 33-1/3% support tests - 2013. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17
1snot more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .....
.
b 33-1/3% support tests - 2012. If the organization did not check a box on line 14 or hne 19a, and line 16 1smore than 33-1/3%, and
line 18 1snot more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ...
20
BAA

Private foundation.

If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions.
TEEA0403

06128/13

. . . . . . .

. ...
....

Schedule A (Form 990 or 990-EZ) 2013

Donors Trust,
Inc.
52-2166327
Information. Provide the explanations required by Part II, line 10; Part II, line 17a
or 17b; and Part Ill, line 12. Also complete this part for any additional information.
(See instructions).

Schedule A (Form 990 or 990-EZ) 2013

Page 4

l1@j1~1I
Supplemental

BAA

Schedule A (Form 990 or 990-EZ) 2013


TEEA0404

06128/13

SCHEDULED
(Form 990)
Department of the Treasury
Internal Revenue Service

OMB No 1545-004 7

Supplemental Financial Statements

Trust,

Open to Public
Inspection

Employer ldenUficatlon number

Name of the organization

Donors

2013

Complete if the organization answered 'Yes,' to Form 990,


Part IV, lines 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.govHorm990.

Inc.

52-2166327
Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 6.

IPart I IOrganizations

(a) Donor advised funds

......

Total number at end of year

Aggregate contnbut1ons to (dunng year)

(b) Funds and other accounts

163.
102,964,826.
38,475,416.
98,982,148.

1.

178,600.
0.
306,822.

Aggregate grants from (dunng year)

Aggregate value at end of year . . . .

Did the organization inform all donors and donor advisors m wntmg that the assets held m donor advised funds
are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . . . . .

. IB)Yes

Did the organization inform all grantees, donors, and donor advisors m wnting that grant funds can be used only
for chantable purposes and not for the benefit of the donor or donor advisor, or for any other purpose confemng
1mperm1ss1ble
pnvate benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes

Part II

No

Conservation Easements.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education)


Protection of natural habitat

0 Preservation of an historically important land area

DPreservation of a certified historic structure

Preservation of open space

Complete Imes 2a through 2d 1fthe organization held a qualified conservation contnbut,on in the form of a conservation easement on the
last day of the tax year.

Held at the End of the Tax Year


2a

a Total number of conservation easements


b Total acreage restncted by conservation easements .............

2b

c Number of conservation easements on a certified h1stonc structure included m (a)

2c

d Number of conservation easements included 1n(c) acquired after 8/17/06, and not on a h1stonc
structure listed m the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . .

2d

Number of conservation easements modified, transferred, released, ext1ngu1shed,or terminated by the organization dunng the
tax year

Number of states where property subject to conservation easement rs located

5
6

Does the organization have a wntten policy regarding the penod1c monitonng, 1nspect1on,handling of v1olations,
..
and enforcement of the conservation easements 1tholds? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Staff and volunteer hours devoted to monitonng, inspecting, and enforcing conservation easements dunng the year

Amount of expenses incurred ,n monitoring, inspecting, and enforcing conservation easements dunng the year

0Yes

....

$
~~~~~~~~

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(11)? ..........................................

In Part XIII, descnbe how the organization reports conservation easements m ,ts revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that descnbes the organization's accounting for
conservation easements

0Yes

IPart III IOrganizations

Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.


Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.

1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report m ,ts revenue statement and balance sheet works of
art, histoncal treasures, or other s1m1larassets held for public exh1bit1on,education, or research in furtherance of public service, provide,
m Part XIII, the text of the footnote to ,ts financial statements that descnbes these ,terns
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in ,ts revenue statement and balance sheet works of art,
histoncal treasures, or other s1m1larassets held for public exhibition, education, or research ,n furtherance of public service, provide the
following amounts relating to these items:
(i)

Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

.,.. $

(ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... $


2

---~-------------

If the organization received or held works of art, historical treasures, or other s1m1larassets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items

..... $

a Revenues included in Form 990, Part VIII, line 1 ..............

. ....$---------

b Assets included m Form 990, Part X . . . . . . . . . . . . . . . . . . . .


BAA For Paperwork Reduction Act Notice, see the Instructions

for Form 990.

TEEA3301

10/02/13

Schedule D (Form 990) 2013

ScheduleD(Fonn990)2013
Donors Trust,
Inc.
52-2166327
Page2
!Part 111,jOrganizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3

Using the organization's acqu1s1tJon,accession, and other records, check any of the following that are a significant use of ,ts collectJon
,terns (check all that apply)

a
b

Pubhc exh1b1tJon
Scholarly research

D Loan or exchange programs

e Oother

Preservation for future generations

Provide a descnption of the organization's collectJons and explain how they further the organization's exempt purpose in
Part XIII.

During the year, did the organization sohc1tor receive donations of art, h1stoncal treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection?. . . . . . . . . . .

Yes

No

Part IV I Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' to Form 990, Part IV,
line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other 1ntenned1ary for contnbut,ons or other assets not included
on Fann 990, Part X?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. 0Yes

b If 'Yes,' explain the arrangement in Part XIII and complete the following table
Amount

c Beginning balance . . . . .

1c

d Additions dunng the year . .

1d

e D1stnbut1onsdunng the year

1e

f Ending balance. . . . . . .

1f

2 a Did the organization include an amount on Fann 990, Part X, line 21?

Yes

No

b If 'Yes,' explain the arrangement in Part XIII. Check here 1fthe explantion has been provided 1nPart XIII ..

IPartV

IIEndowment Funds. Complete if the orqanizat1on answered 'Yes' to Form 990, Part IV, line 10.

1 a Beginning of year balance

. . .

b Contnbut,ons . . . . . . . . . .

(a) Currentyear

(b) Pnoryear

28, 159, 110.


103,143,426.

24,001,854.
45, 586, 772.

16,684,776.
39,141,594.

12,051,906.
28,817,945.

8,939,680.
16,592,079.

7,035,457.
38,475,416.

1,026,829.
40,276
542.

-154,463.
29, 525, 114.

249,299.
22,172,327.

324,215.
12,641,403.

7,766.
565, 841.
99,288,970.

1,657,333.
522,470.
28, 159, 110.

1,712,039.
432,900.
24,001,854.

1,912,824.
349,223.
16, 684, 776.

976,327.
186,338.
12,051,906.

c Net investment earnings, gains,


and losses ...........
d Grants or scholarships . . . . .
e Other expenditures for fac1ht1es
and programs .....

f Adm1nistrat1ve expenses .
g End of year balance
2

. . .

(c) Twoyearsback

(d) Threeyearsback

(e) Fouryearsback

Provide the estimated percentage of the current year end balance (hne 1g, column (a)) held as
a Board designated or quasi-endowment
b Pennanent endowment

1 OO OO %

O OO %

c Temporanly restncted endowment

O OO %

The percentages m Imes 2a, 2b, and 2c should equal 100%.


3 a Are there endowment funds not m the possession of the organization that are held and administered for the
organization by
(i)

unrelated organizations

Yes

. . . . . . . . . . . . . . . . . . . . . . . . . .

3a(i)

(ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . .

. 3a(ii)

b If 'Yes' to 3a(11),are the related organizations hsted as required on Schedule R?


4

No

x
x

3b

Descnbe 1nPart XIII the intended uses of the organization's endowment funds

!Part VI

ILand, Buildings,

and Equipment.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Descnpt,on of property

1 a Land .

.. .......

a) Cost or other basis


(investment)

(b) Cost or other


basis {other)

(d) Book value

(c) Accumulated
depreciation

b Buildings . . . . . . . . .
c Leasehold improvements .
d Equipment . . . . . . .
e Other ..

........

18 695.
64 500.

0.
0.

Total. Add Imes 1a throuQh 1e. (Column (d) must equal Form 990, Part X, column (BJ, /me 10(c) J

BAA

7 828.
47 565.

. . . . . . . . . . . ..

10.867.
16 935.

...

27.802

Schedule D (Fann 990) 2013

TEEA3302

10/02/13

Schedule D (Form 990) 2013

!Part VII

!Investments

Donors

Trust.

52-2166327

Inc.

Page 3

- Other Securities.
Com lete if the or anization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(b) Bookvalue

(a) Descnpuon
orsecuntyor calegoryOnctudmg
nameorsecunty)

(1) Financial denvat1ves . .

(c) MethodorvaluahonCasior end-of-year


marketvalue

. .

(2) Closely-held equity interests . . . . . . . .

56,951,182.

FMV

(B) - - - - - - - - - - - - - - - - - - - - - - - - -

-1---------+--------------------1--------1--------------------1--------1--------------------

(C) - - - - - - - - - - - - - - - - - - - - - - - - -

-1--------+------------------

(D) - - - - - - - - - - - - - - - - - - - - - - - - -

-1--------1--------------------1--------1--------------------1--------1--------------------1--------1--------------------1--------1--------------------1----------,1--------------------

(3) Other ______________________


(A) - - - - - - - - - - - - - - - - - - - - - - - - -

(E) - - - - - - - - - - - - - - - - - - - - - - - - (F) - - - - - - - - - - - - - - - - - - - - - - - - (G) - - - - - - - - - - - - - - - - - - - - - - - - -

(H) - - - - - - - - - - - - - - - - - - - - - - - - (I) - - - - - - - - - - - - - - - - - - - - - - - - -

Total.(Column{b)muste ualForm990,PartX. column(B)/me12)

5 6, 9 51, 18 2 .

Part VIII Investments - Program Related.


Compe
I te I"f the orQarnza
. fion answered 'Yes' t0 Form 990 Part IV, I"me 11c. See Form 990 Part x , rme 13
(b) Book value

(a) Description of investment type

(c) Method of valuation Cost or end-of-year market value

(1)
(2)

(3)
(4)
(5)
(6)

(71

(8)

(9)
(10)

Total.(Columnfb) musteoualForm990 PartX column(BJline 73J

IPart IX IOther As~ets.

.. .

Com lete 1fthe or arnzat1onanswered 'Yes to Form 990, Part IV, line 11d. See Form 990, Part X, lme 15.
a Descn t1on

b Book value

Total. (Column (b) must equal Form 990, Part X, column (BJ, /me 15.) .

Part X

Other Liabilities.
Complete
if theorQanization
answere
dY
' es'to Form990,Part IV, rme11e or 11f See Form990' Part x, r1ne25
(b) Book value

(a) Descnpt1onof hab1hty

(1 \ Federal income taxes


(2)
(3)
(4)
(5)
(6)

(7)

(8)
(9)
(10)
(11)

..

Total.(Column{b)mustequalForm990,PartX,column(B)/me25)
2. Uab1hty
roruncertain
taxpositionsIn PartXIII.providethetextof thefootnoteto theorganization's
financialstatements
thatreportstheorganization's
llabihtyroruncertain
underFIN48 (ASC740) Checkhereii thetextorthefootnotehasbeenprovidedin PartXIII . . . . . . . . . . . . . .
taxpos11ions
BAA

TEEA3303

10/02/13

Schedule D (Form 990) 2013

Schedule D (Fonn 990) 2013

!Part XI

IReconciliation

Donors

Trust,

Inc.

Page4

52-2166327

of Revenue per Audited Financial Statements With Revenue per Return.


Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.

..

. . . . ..

1 Total revenue, gains, and other support per audited financial statements .
Amounts included on line 1 but not on Fonn 990, Part VIII, line 12

111,152,058.

2a
2b

a Net unrealized gains on investments .


b Donated services and use of facilities .
c Recovenes of pnor year grants .

'

2c

2d

d Other (Descnbe m Part XIII ) .


e Add Imes 2a through 2d

..

2e
3

..

Subtract lme 2e from line 1 .


Amounts included on Fonn 990, Part VIII, lme 12, but not on lme 1

3
4

6,618,858.

a Investment expenses not included on Fonn 990, Part VIII, lme 7b.
b Other (Descnbe m Part XIII.) .

I
I

I 4b

..

..

..
..
c Add lines 4a and 4b
5 Total revenue. Add Imes 3 and 4c. (This must equal Form 990, Part I, /me 12.).

6,618,858.
104,533,200.

.. ....

4c
5

..

104,533,200

IPart XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements.
2 Amounts included on lme 1 but not on Fonn 990, Part IX, lme 25:
.
a Donated services and use of fac11it1es
b Pnor year adJustments
c Other losses
d Other (Descnbe m Part XIII ) .

39,689,582.

1
:

e Add Imes 2a through 2d

3
4

Subtract lme 2e from line 1 .


Amounts included on Fenn 990, Part IX, line 25, but not on lme 1.
a Investment expenses not included on Fonn 990, Part VIII, line 7b.
b Other (Descnbe in Part XIII ) .
c Add Imes 4a and 4b
5 Total expenses. Add Imes 3 and 4c. (This must eaua/ Form 990, Part/, /me 18 J

~;1

::I

2e
3

39.689.582.
I

4c
5

39.689.582.

IPart XIII I Suoolemental Information.


Provide the descnptions required for Part II, Imes 3, 5, and 9, Part Ill, Imes 1a and 4, Part IV, Imes 1b and 2b, Part V,
line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, Imes 2d and 4b Also complete this part to provide any add1t1onalinfonnat1on

Sch

D_Pt

V L4 ____

The_endowment

Sch

D_Pt

V L4 ____

described

funds_are_held
in

Part

III

Line

for

use

4 of_this

BAA

in_ the_12..rograms
Form

______________

990 --------------------

Schedule D (Fonn 990) 2013

TEEA3304

10/02/13

Form990)2013

BAA

Donors

Trust,

52-2166327

Inc.

TEEA3305

07/01/13

Page 5

Schedule D (Form 990) 2013

OMB No 1545-0047

Grants and Other Assistance to Organizations,


Governments, and Individuals in the United States

SCHEDULE I
(Form 990)

2013

Complete If the organization answered 'Yes' to Form 990, Part IV, line 21 or 22.
Attach to Form 990.
Department of lhe Treasury
Internal Revenue SeMce

Open to Public
Inspection

Information about Schedule I (Form 990) and its Instructions is at www.lrs.gov/form990.

Employer Identification

Name of Iha orgamza~on

Doo_q_:i;-s__Tru_s____L__Inc~
Information on Grants and Assistance

IPart I IGeneral

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' ehg1b1hty
for the grants or assistance, and
the selection cntena used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2

number

52-2166327
i;;i
~ Yes

ONo

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States

IParfH IGrants

and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(b) EIN

(a) Nama end address of organization


or government

J1l See continuation_g_ages

(c) IRC set11on


,f applicable

(d) Amount of cash grant

(et Amount of non-cash


assistance

(f) Method of valuation


(book, FMV, appraisal,
other)

(h) Purpose of grant


or assistance

(g) Descrlpllon of
non-cash assistance

J~-----------------J~------------------

J~-----------------J~-----------------J~-----------------J~-----------------J~-----------------2

Enter total number of section 501 (c)(3) and government organizations hsted in the hne 1 table

Enter total number of other organizations listed in the hne 1 table . . . . . .

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.

TEEA3901

07/12/13

2_Q_Q

Schedule I (Form 990) (2013)

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U.S

Part II, Grants to Or9anizatlons and Governments in the U.S.


(a)
Name and Address of
Organrzalion or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Manhattan lnsbtute for Policy Research


52 Vanderbilt Avenue
New York, NY 10017

13-2912529

501(c)(3)

$10,000 00

NIA

Cash

NIA

to support Standpoint
Magazine

Student Achievement and Advocacy Services


1511 16th Street #101
Santa Monica, CA 90404-3347

52-2237872

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general ooerat1ons

Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007

20-2387967

501(c)(3)

$45,000 00

Cash

NIA

for general operations

Randolph Bourne Institute, Inc


1017 El Camino Real
Suite 306
Redwood C1tv.CA 94063

71-0929026

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

United Service Organizations Inc


PO Box 96860
Washington. DC 20077-7677

13-1610451

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

NIA

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the support of international


programs and the work of Tom
Palmer

Amencan Fnends of IEA


1201 L St, NW
Washington, DC 20005

54-1899539

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general ooerat1ons

Schedule I (Form 990 or 990-EZ) 2013

Donors

Trust,

Sch I, Grants

Inc

52-2166327

to Organizations

2
and lndv1duals

in the U.S

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address
Organ1zat1on

of

(bl

(c)

EIN

IRC

or

Section

Government

(d)
Amount
1f

(f)

(e)
of

Cash Grant

Amount

Non-Cash
Assistance

Applicable

of

Method
Valuation

(book,

appraisal,

(h)

(g)
of

Description
FMV,

Purpose

of

of

Non-Cash

Grant or

Assistance

Assistance

other)

International Polley Network US, Inc


400 East 58th Street
New York, NY 10022

52-2363626

501(c)(3)

$10,000 00

NIA

Cash

NIA

for support to Network for a


Free Soc1etv

Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718

38-2926822

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Grassroot Institute of Hawa11


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$1,117 76

NIA

Cash

NIA

for general operations

National Right to Work Legal Defense


Foundation, Inc
8001 Braddock Road
Spnngfield, VA 22160-0002

59-1588825

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

ProJectVentas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

Media Research Center


1900 Campus Commons Dnve
Swte 600
Reston, VA 20191

54-1429009

501(c)(3)

$50,000 00

NIA

Cash

NIA

for NewsBusters

ProJectLiberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903

27-3542181

501(c)(3)

$25,000 00

NIA

Cash

NIA

for The Ph1lanthrop1c


Enterprise

PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718

81-0393444

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the Campus Campaign

Schedule

I (Form

990 or 990-EZ) 2013

Donors Trust, Inc. 52-2166327

Sch I, Grants to Organizations and lndv1dualsin the U S


Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)

(e)

(hf

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(gJ

Amount of
Cash Grant

Description of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718

38-2926822

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108

52-1358144

501(c)(3)

$180,000 00

NIA

Cash

NIA

for general operations

Institute for Jushce


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Manhattan Institute for Polley Research


52 Vanderbilt Avenue
New York, NY 10017

13-2912529

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

State Policy Network


1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108

57-0952531

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Hentage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$1,000 00

NIA

Cash

NIA

for the President's Club

Pacific Research Institute


One Embarcadero Center
Suite 350
San Francisco, CA 94111

94-2526433

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc. 52-2166327

Sch I, Grants to Organizations and lndv1dualsin the U S


Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)

(e)

Amount of
Cash Grant

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1onof
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763645

501(c)(3)

$2,000 00

NIA

Cash

NIA

for lnst1tuto de Llbertad y


Desarrollo (2013)

Fnends of Israel Center for Social & Economic


Progress
100 Front Street
Suite 945
West Conshohocken, PA 19426

13-3129249

501(c)(3)

$5,000 00

NIA

Cash

NIA

for 11eneraloperations

Goldwater Institute
500 East Coronado Road
Phoenix, AZ 65004

66-0597661

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

National Center for Polley Analysis


PO Box 650296
Dallas, TX 75265-9600

75-1604932

501(c)(3)

$5,000 00

NIA

Cash

NIA

m support of John Goodman's


work in 2013

Proiect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542161

501(c)(3)

$75,000 00

NIA

Cash

NIA

for PoFR

Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007

20-2367967

501(c)(3)

$125,000 00

NIA

Cash

NIA

for general operations

Amencans for Prospenty Foundation


2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097

52-1527294

501(c)(3)

$300,000 00

NIA

Cash

NIA

for 11eneraloperations

Center for Competitive Poht1cs


124 South West Street
Suite 201
Alexandna, VA 22314

20-3676666

501(c)(3)

$150,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc 52-2166327

Sch I, Grants to Organizations and lndv1duals in the U.S.


Part II, Grants to Or_9_anizationsand Governments

in the U.S.

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

$25,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

86-0597661

501(c)(3)

$50,000 00

NIA

Cash

NIA

for Qeneral operations

52-1744337

501(C)(3)

$200,000 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

E Plunbus Unum Films


2247 15th Avenue West
Seattle, WA 98119

91-2053400

501(c)(3)

Families Against Mandatory Minimums


Foundation
1100 H Street, NW
Suite 1000
Washington, DC 20005

52-1750246

Goldwater Institute
500 East Coronado Road
Phoenix, "2. 85004

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

(a)
Name and Address of
Organization or
Government

(d)
Amount of
Cash Grant

Human Rights Foundation


350 Fifth Avenue
Suite 4515
New York, NY 10118

20-2669700

501(C){3)

$50,000 00

NIA

Cash

NIA

for public relations and online


reputation management of its
cases, conferences, and
causes

Human Rights Foundation


350 Fifth Avenue
Suite 4515
New York, NY 10118

20-2669700

501(C)(3)

$15,000 00

NIA

Cash

NIA

for a Fellowship to support


Bruce Bawer

Moving Picture Institute


375 Greenwich Street
New York, NY 10013

20-3237801

501(C)(3)

$51,150 00

NIA

Cash

NIA

for public relations and online


reputation management of its
films, filmmakers, and film
programs

Moving Picture Institute


375 Greenwich Street
New York, NY 10013

20-3237801

501(c)(3)

$25,000 00

NIA

Cash

NIA

for a Fellowship to support


Adam Ciralsky

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address of
Organ1zat1onor
Government

Taxpayer Foundation of Oregon


PO Box 23573
Tigard, OR 97281

(b)
EIN

93-1321063

(c)
IRC
Section 1f
Applicable

501(c)(3)

(d)
Amount of
Cash Grant

$250,000 00

(e)

(g)

(h)
Purpose of
Grant or
Assistance

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

NIA

Cash

NIA

for oeneral operations

Frankhn Center
1229 King Street
3rd Floor
Atexandna, VA 22314

26-4066298

501(c)(3)

$250,000 00

NIA

Cash

NIA

to sponsor the operations of


Oregon Capitol Watch
Foundation

State Policy Networlt


1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108

57-0952531

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Freedom Foundation
PO Box 552
Olympia, WA 98507

94-3136961

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Manhattan Institute for Pohcy Research


52 Vanderbilt Avenue
NewYorlt, NY 10017

13-2912529

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the book luncheons and


dinners program

Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

Moving Picture Institute


375 Greenwich Street
NewYorlt, NY 10013

20-3237801

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

Grassroot Institute of Hawa11


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$7,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals tn the U S
Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

{g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$6,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Nabonal Black Chamber of Commerce


1350 Connecticut Avenue, NW
Suite 405
Washington, DC 20036

35-1889294

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

Compehhve Enterpnse Institute


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$540,000 00

NIA

Cash

NIA

for general operations

ObJect1v1stCenter (Atlas Society)


800 Rockmead Dnve
Suite 200
Kingwood, TX 77339

13-3554791

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Foundation for Teaching Economics


260 Russell Boulevard
Suite B
Davis, CA 95616-3839

51-0183347

501(c)(3)

$2,500 00

NIA

Cash

NIA

for its or The Fund for


American Studies' economic
education programs

State Polley Network


1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3106

57-0952531

501(c)(3)

$2,500 00

NIA

Cash

NIA

for Aeneral operations

Schedule I (Form 990 or 990-EZ) 2013

Donors

Trust,

Sch I, Grants

Inc

52-2166327

to Organizations

and lndv1duals

8
1n the

U S.

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address
Organization

of

(b)

(c)

(d)

EIN

IRC

Amount

or

Section

Government

1f

Cash Grant

Amount

of

Non-Cash
Assistance

Applicable

(g)

(f)

(e)
of

Method
Valuation

(book,

appraisal,

Description

of
FMV,

(h)
Purpose

of

of

Non-Cash

Grant or

Assistance

Assistance

other)

George W Bush Pres1dent1alCenter


6116 North Central Expressway
Suite 400
Dallas, TX 75206

20-4119317

501(c)(3)

$10,000 00

NIA

Cash

NIA

to support the economic


growth pro1ect

Nabonal Center for Pubhc Pohcy Research, Inc


501 Capitol Court, NE
Suite 200
Washington, DC 20002

52-1226614

501(c)(3)

$25,000 00

NIA

Cash

NIA

for Pro1ect21

Southeastern Legal Foundatron


2255 Sewell Mrll Road
Suite 320
Manetta, GA 30062-7218

58-1247027

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

Texas Pubhc Polrcy Foundation


900 Congress Avenue
Surte 400
Austin, TX 78701

74-2524057

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general ooerat1ons

Proiect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$50,000 00

NIA

Cash

NIA

for The Ph1lanthrop1c


Enterprrse

Amencan Councrl on Science & Health


1995 Broadway
Suite 202
NewYorit, NY 10023-5882

13-2911127

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operatrons

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Doe Fund
232 East 84th Street
New York, NY 10028-2902

13-3412540

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Schedule

I (Form

990 or 990-EZ) 2013

Donors Trust, Inc 52-2166327

Sch I, Grants to Organizations and lndv1dualsin the U S


Part II, Grants to Drg_anizatlons and Governments in the U.S.
(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$100 00

NIA

Cash

NIA

for general operations

501(c)(3)

$100 00

NIA

Cash

NIA

for general operations

38-2926822

501(c)(3)

$2,500 00

NIA

Cash

NIA

for the lnst1tute's Capital


Campaign

Foundation for Economic Education


1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309

13-6006960

501(c)(3)

$100 00

NIA

Cash

NIA

for general operations

PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718

81-0393444

501(c)(3)

$35,000 00

NIA

Cash

NIA

for general operations

Metanexus Institute
252 7th Avenue
Apartment8X
New Yorlc, NY 10001

23-2977021

501(c)(3)

$3,800 00

NIA

Cash

NIA

for general operations

Grassroot Institute of Hawau


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$1,117 76

NIA

Cash

NIA

for general operations

Jihad Watch
373 South Willow Street
Suite 109
Manchester, NH 03103

20-0699967

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Philly Billboard


campaign

(b)
EIN

(c)
IRC
Section 1f
Applicable

Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036

13-2943020

501(c)(3)

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718

(a)
Name and Address of
Organization or
Government

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

10

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndviduals m the U.S
Part II, Grants to Organizations and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$5,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$1,000 00

NIA

Cash

NIA

for the Oral H1storv Project

45-4681912

501(c)(3)

$500,000 00

NIA

Cash

NIA

for general operations

27-3542181

501(c)(3)

$100,000 00

NIA

Cash

N/A

for the PoFR

(b)
EIN

(c)
IRC
Section 1f
Applicable

Becket Fund for Religious Liberty


3000 K Street. NW
Suite 220
Washington, DC 20007

52-1858532

501(c)(3)

Ludwig Von Mises Institute


518 West Magnolia Avenue
Auburn, AL 36832-4501

52-1263436

Government Accountability Institute


PO Box 12594
Tallahassee, FL 32317

Project Liberty, Inc


109 North Henry Street
Alexandria, VA 22314-2903

(d)
Amount of
Cash Grant

(h)
Purpose of
Grant or
Assistance

Atlas Economic Research Foundation


1201 L Street. NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$150 00

NIA

Cash

NIA

for support of the PolishAmerican Leadership


Academy

Jud1c1alWatch
425 Third Street. SW
Suite 800
Washington, DC 20024

52-1885088

501(c)(3)

$25,000 00

NIA

Cash

NIA

for the Special Project


Second Amendment Issues

Ludwig Von Mises Institute


518 West Magnolia Avenue
Auburn, AL 36832-4501

52-1263436

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Project Liberty. Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the PoFR

Schedule I (Form 990 or 990-EZ) 2013

11

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Org_anizations and Governments

in the U.S.
(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f}
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$300,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$350,000 00

NIA

Cash

NIA

for general operations

20-0240184

501(c)(3)

$75,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Catholic Information Center


1501 K Street, NW
Washington, DC 20005-1401

52-1214011

501(c)(3)

$250,000 00

NIA

Cash

NIA

to support its fellowship


IProgram

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the Seattle National


Leadership Conference

Manhattan Institute for Polley Research


52 Vanderbilt Avenue
New Yori<, NY 10017

13-2912529

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Grassroot Institute of Hawan


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$25,000 00

NIA

Cash

NIA

for Akina Start-uo

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

52-1462893

501(c)(3)

Federalist Sooety
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

Institute for Mamage and Public Polley


1868 N 800 E
Lehi, UT 84043

(d)
Amount of
Cash Grant

Committee for a Constructive Tomorrow

Schedule I (Form 990 or 990-EZ) 2013

12

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Amencan Spectator Foundation


1611 North Kent Street
Suite 901
Arlington. VA 22209-2111

23-7002632

501(c)(3)

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

Foundation for Individual Rights 1nEducation


(FIRE)
601 Walnut Street
Suite 510
Ph1ladelph1a,PA 19106

(d)

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

$1,000 00

NIA

Cash

N/A

for general ooerat1ons

501(c)(3)

$20,000 00

NIA

Cash

N/A

for general operations

04-3467254

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$20,000 00

NIA

Cash

NIA

for aeneral operations

Leadership Institute
1101 North Highland Street
Ar11ngton,VA 22201

51-0235174

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Middle East Forum


1500 Walnut Street
Suite 1050
Ph1ladelph1a,PA 19102

23-7749796

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general ocerat1ons

Nabonal Assoc1abon of Scholars


8 West 38th Street
Suite 503
New York, NY 10018

11-2741490

501(c)(3)

$10,000 00

NIA

Cash

N/A

for general operations

Amount of
Cash Grant

(h)
Purpose of
Grant or
Assistance

Schedule I (Form 990 or 990-EZ) 2013

Donors

Trust, Inc

13

52-2166327

Sch I, Grants to Organizations

and lndv1duals

in the U S

Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address
Organization

of

(b)

(c)

EIN

IRC

or

Section

Government

(d)
Amount
1f

(e)
of

Cash Grant

Amount of
Non-Cash
Assistance

Applicable

(f)
Method of
Valuation (book, FMV,
appraisal,

(h)

(g)
Description

of

Purpose

of

Non-Cash

Grant or

Assistance

Assistance

other)

Nabonal Legal & Polley Center


107 Park Washington Court
Falls Church, VA 22046

52-1750188

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Flonda Shenffs Youth Ranches, Inc


PO Box 2000
Bovs Ranch, FL 32064

23-7303117

501(c)(3)

$8,000 00

NIA

Cash

NIA

for oeneral operations

National Legal & Polley Center


107 Park Washington Court
Falls Church. VA 22046

52-1750188

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Leadership Institute
1101 North Highland Street
Arlington, VA 22201

51-0235174

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general ooerat1ons

Center for Union Facts


1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005

20-4036946

501(c)(3)

$2,000 00

NIA

Cash

NIA

for aeneral oaerat1ons

Foundation for Teaching Economics


260 Russell Boulevard
Suite B
Davis, CA 95616-3839

51-0183347

501(c)(3)

$2,000 00

NIA

Cash

N/A

for general operations

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433

54-1436224

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Schedule

I (Form 990 or 990-EZ)

2013

Donors Trust, Inc

14

52-2166327

Sch I, Grants to Organizations

and lndv1duals

in the U S

Part If, Grants to Org_anizations and Governments in the U.S.


(a)
Name and Address
Organization

of

(b)

(c)

(d)

EIN

IRC

Amount

or

Section

Government

if

(f)

(e)
of

Cash Grant

Amount

of

Non-Cash
Assistance

Applicable

Method
Valuation

(book, FMV,

appraisal,

(h)

(g)
of

Description

of

Purpose

of

Non-Cash

Grant or

Assistance

Assistance

other)

Compet1t1veEnterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20038-3804

52-1351785

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718

38-2926822

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Bill of Rights Institute


200 North Glebe Road
Suite 200
Art1ngton,VA 22203

48-0891418

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Foundation for Teaching Economics


260 Russell Boulevard
Su1teB
Davis, CA 95616-3839

51-0183347

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Institute for Humane Studies


3351 Fairfax Dnve
MSN1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Schedule

I (Form 990 or 990-EZ)

2013

15

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S
Part II, Grants to Organizations and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036

(b)
EIN

13-2943020

(c)
IRC
Section 1f
Applicable

501(c)(3)

(d)
Amount of
Cash Grant

$1,000 00

(g)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

NIA

Cash

NIA

for general operations

Texas Public Polley Foundation


900 Congress Avenue
Suite 400
Austin, TX 78701

74-2524057

501(c)(3)

$11,000 00

NIA

Cash

NIA

for the Capital Campaign Fund


($1,000 00) and for education
programs and 1mm1grat1on
($10,000 00)

Think Freely Media, Inc


c/o Mr John Tiilman
190 S LaSalle Street, Suite 1500
Chicago, IL 60603

27-1110796

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Furman University
Department of Political Science
3300 Poinsett Highway
Greenville, SC 29613-1000

57-0314395

501(c)(3)

$8,000 00

NIA

Cash

NIA

for the Tocqueville Program


(d1v1dedequally between work
of Professors Tessitore and
Storev)

Spark Freedom
605 Long Branch Road
Lancaster, TN 38569

27-4827443

501(c)(3)

$500 00

NIA

Cash

NIA

for aeneral operations

Amencan Enterpnse Institute


1150 Seventeenth Street, NW
Washington, DC 20036

53-0218495

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

NaUonal Legal & Polley Center


107 Park Washington Court
Falls Church, VA 22046

52-1750188

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Center for Competitive Politics


124 South West Street
Suite 201
Alexandna, VA 22314

20-3676886

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

16

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S

Part 11,Grants to Organizations and Governments in the U.S.

(d)

(h)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

$1,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$85.500 00

NIA

Cash

NIA

for the Sustainab1hty Watch


program

23-7327730

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Foundation for Teaching Economics


260 Russell Boulevard
Su1teB
Davis, CA 95616-3839

51-0183347

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general ooerat1ons

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009

13-6223604

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Texas Pubhc Polley Foundation


900 Congress Avenue
Suite 400
Austin, TX 78701

74-2524057

501(c)(3)

$6,000 00

NIA

Cash

NIA

for aeneraf operations

Southeastern Legal Foundation


2255 Sewell Miii Road
Suite 320
Manetta. GA 30062-7218

58-1247027

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general ooerat1ons

Grassroot Institute of Hawan


1314 Soulh King Street
Suite 1163
Honolulu, Hf 96814

99-0354937

501(c)(3)

$1,11776

NIA

Cash

NIA

for general operations

(a)
Name and Address of
Organ1zat1onor
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Students for Liberty


110117th Street, NW
Suite 810
Wash1naton, DC 20036

94-3435899

501(c)(3)

National Center for Pubhc Policy Research, Inc


501 Capitol Court, NE
Suite 200
Washinaton, DC 20002

52-1226614

Hentage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999

Amount of
Cash Grant

Purpose of
Grant or
Assistance

Schedule I (Form 990 or 990-EZ) 2013

Donors
Sch

17

Trust, Inc. 52-2166327

I, Grants

to Organizations

and lndv1duals

m the

U S.

Part II, Grants to Or_g_anizations


and Governments in the U.S.
(a)
Name and Address
Organization

of

(b)

(c)

(d)

EIN

IRC

Amount

or

Section

Government

1f

(e)
of

Cash Grant

Amount
Non-Cash
Assistance

Applicable

Method
Valuation

Description

of

(book,

appraisal,

(h)

(g)

(f)
of

FMV,

of

Purpose

of

Non-Cash

Grant or

Assistance

Assistance

other)

Human Rights Foundation


350 Fifth Avenue
Su1te4515
New York. NY 10118

501(c)(3)

20-2669700

$5,000 00

NIA

Cash

NIA

for a Fellowship to support the


work of Bruce Bawer

Moving Picture Institute


375 Greenwich Street
New York, NY 10013

20-3237801

501(c)(3)

$15,000 00

NIA

Cash

NIA

for a Fellowship to support the


work of Caroline Keller-Lynn
for the film "The Proiect"

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$12,500 00

NIA

Cash

NIA

for a fellowship to support the


work of Naomi Schaefer Riley

ProJectVentas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

National Center for Pubhc Polley Research, Inc


501 Capitol Court, NE
Suite 200
Washington, DC 20002

52-1226614

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support the work of Jeff


Stier

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support the work of Dan


Klein at Econ Journal Watch

Independent Women's Forum


18751 Street, NW
Suite 500
Washington, DC 20006

54-1670627

501(c)(3)

$5,000 00

NIA

Cash

N/A

for general operations

'

Schedule

I (Form 990 or 990-EZ) 2013

18

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Organizations and Governments in the U.S.

(d)

(g)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

$5,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

13-1624124

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

ConseNabve Agenda ProJect


1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007

26-4029303

501(c)(3)

$55,000 00

NIA

Cash

NIA

for general operations

National Center for Pubhc Polley Research, Inc


501 Capitol Court, NE
Suite 200
Washington, DC 20002

52-1226614

501(c)(3)

$100,000 00

NIA

Cash

NIA

for the Sustainab1htyWatch


program

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403

23-7432162

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Catholic Association Foundation


3007 P Street. NW
Washington, DC 20007

20-2387967

501(c)(3)

$45,000 00

NIA

Cash

NIA

for general operations

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Amencan Border Patrol


2160 East Fry Boulevard
#426
Sierra Vista, AZ 85635-2794

42-1542666

501(c)(3)

Sovereignty Matters, Inc


8752 East Mustang Trail
Hereford, AZ 85615

45-3755930

New York H1stoncalSociety


170 Central Park West
New York, NY 10024

Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

19

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U.S.

Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

ProJect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$5.000 00

NIA

Cash

NIA

for the PoFR

Energy & Environment Legal Institute


2020 Pennsylvania Avenue, NW
Suite 186
Washington, DC 20006-1811

26-4239065

501(c)(3)

$60,000 00

NIA

Cash

NIA

for 1:ieneraloperations

Catholic Associabon Foundation


3007 P Street, NW
Washington. DC 20007

20-2387967

501(c)(3)

$15,000 00

NIA

Cash

NIA

for 11eneraloperations

Judicial Education Pro1ect


3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$45,000 00

NIA

Cash

NIA

for general ooerat1ons

Greenhouse Solubons
PO Box 84
Aledo, TX 76008

26-1543859

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Science Festival Foundation


4 75 R1vers1deDnve
Suite 950
NewYork,NY 10015

43-2095418

501(c)(3)

$8,000 00

NIA

Cash

NIA

1nsupport of the World


Science Festival Apnl 8 dinner

Freedom Foundabon
PO Box 552
Olvmp1a, WA 98507

94-3136961

501(c)(3)

$4,000 00

NIA

Cash

NIA

for general operations

Independence Institute
727 East 16th Avenue
Denver, CO 80203

84-0990300

501(c)(3)

$1,500 00

NIA

Cash

NIA

for general ooerat1ons

Schedule I (Form 990 or 990-EZ) 2013

20

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S

Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h}
Purpose of
Grant or
Assistance

Grassroot Institute of Hawan


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$4,947 56

NIA

Cash

NIA

for leadership trans1t1on

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$1,500 00

NIA

Cash

NIA

for general operations

Media Research Center


1900 Campus Commons Drive
Suite 600
Reston, VA 20191

54-1429009

501(c)(3)

$1,500 00

NIA

Cash

NIA

for general operations

Cato lns~tute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$5,000 00

N/A

Cash

N/A

for general operations

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$55,000 00

NIA

Cash

N/A

for the Transparency ProJect Wik1ped1an

Judicial Educa~on ProJect


3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007

20-2387967

501(c)(3)

$75,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

21

Donors Trust, Inc 52-2166327


Sch I, Grants to Organ1zat1onsand lndv1duals m the U S

Part II, Grants

to O~ganizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

Mercatus Center, GMU


George Mason Umvers,ty
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433

(b)
EIN

(c)
IRC
Section 1f
Applicable

54-1436224

501(c)(3)

(d)
Amount of
Cash Grant

$10,000 DD

(h)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

NIA

Cash

NIA

for general operations

Purpose of
Grant or
Assistance

ProJect Liberty, Inc


109 North Henry Street
Alexandria, VA 22314-2903

27-3542181

501(c)(3)

$12,500 OD

NIA

Cash

NIA

for a research proiect to be


earned out by the Perceptions
on Race & Pubhc Polley
proiect

Human Rights Foundation


350 Filth Avenue
su,te 4515
New Yori<, NY 10118

20-2669700

501(c)(3)

$10,000 DO

NIA

Cash

NIA

for a fellowship to support the


work of Bruce Bawer

Moving Picture Institute


375 Greenwich Street
New Yori<, NY 10013

20-3237801

501(c)(3)

$15,000 DD

NIA

Cash

NIA

for a fellowship to support the


work of Caroline Keller-Lynn

Becket Fund for Rehg1ous Liberty


3000 K Street, NW
Suite 220
Washington, DC 20007

52-1856532

501(c)(3)

$25,000 OD

NIA

Cash

NIA

for general operations

Manhattan Institute for Pohcy Research


52 Vanderbilt Avenue
New Yori<, NY 10017

13-2912529

501(c)(3)

$10,000 OD

NIA

Cash

NIA

to support the Alexander


Hamolton Donner on May 6,
2013

National Dance Institute


Center for Learning & the Arts
217 West 147th Street
New Yori<, NY 10039

13-2890779

501(c)(3)

$10,000 DO

NIA

Cash

NIA

for general operations

The James Partnership


9302-C Old Keene MollRoad
Burl<e, VA 22015

26-2521115

501(c)(3)

$35,000 DD

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc. 52-2166327

22

Sch I, Grants to Organizations and lndv1duals 1nthe U S.


Part II, Grants to 0!l!_anizations and Governments in the U.S.

(d)

(h)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$100,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

13-6006960

501(c)(3)

$50,000 00

NIA

Cash

NIA

for oeneral operations

Institute for Humane Studies


3351 Fa1rfax Drive
MSN 1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$150,000 00

NIA

Cash

NIA

for general operations

Free To Choose Network, Inc


2002 Filmore Avenue
Suite 1
Ene, PA 16506

52-1455677

501(c)(3)

$150,000 00

NIA

Cash

NIA

for lzz1t org

Institute for Justice


901 North Glebe Road
Suite 900
Ar1inaton, VA 22203-1854

52-1744337

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

Federahst Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

NIA

for a fellowship to support the


work of Adam C1ralsky on his
film "The Pro1ect"

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

Center for Independent Thought


1420 Walnut Street
Suite 1011
Phlladelph1a, PA 19102

52-0945376

Foundation for Economic Education


1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309

Moving Picture Institute


375 Greenwich Street
New York, NY 10013

20-3237801

501(c)(3)

Amount of
Cash Grant

$25,000 00

NIA

Cash

Purpose of
Grant or
Assistance

Schedule I (Form 990 or 990-EZ) 2013

23

Donors Trust, Inc. 52-2166327


Sch I, Grants to Orgarnzat1ons and lndv1duals in the U S.
Part II, Grants to Org_anizations and Governments In the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Numbers USA
1601 North Kent Street
Suite 1100
Arlington. VA 22209

47-0865426

501(c)(3)

$250,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

University of Anzona Foundation


845 North Park
Suite 280
Tucson, AZ. 85719

86-6050388

501(c){3)

$8,000 00

NIA

Cash

NIA

to support a PhD fellowship 1n


Philosophy

West Virginia UnNers1ty Foundation


PO Box 1650
Moroantown. WV 26507

55-6017181

501(c)(3)

$46,200 00

NIA

Cash

NIA

to support (2) four-year PhD


fellowships in economics

Institute for Pohllcal History


4242 North 56th Street
Phoenix, AZ. 85018

43-1885939

501(c)(3)

$50,000 00

NIA

Cash

NIA

for a graduate fellowship

Flonda State Umvers1ty Foundation


150A Bellamy Building
150A Bellamy Budding
Tallahassee, FL 32306

59-6152180

501(c)(3)

$207,140 00

NIA

Cash

NIA

for (4) four-year PhD


fellowships in economics

University of Notre Dame


830 Grace Hall
Notre Dame, IN 46556-5612

35-0868188

501(c)(3)

$20,000 00

NIA

Cash

NIA

for a five-year PhD fellowship


In Const1tut1onalStudies

M1ss1ss1pp1
State University Foundation
Box 9580
312F McCool Hall
M1ss1ss1pp1
State, MS 29762

64-0410581

501(c)(3)

$12,000 00

NIA

Cash

NIA

for (2) four-year PhD


fellowships in economics

Schedule I (Form 990 or 990-EZ) 2013

24

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to O!IJanlzations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(e)
Amount of
Non-Cash
Assistance

(d)
Amount of
Cash Grant

(f)

(g)

(h)

Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

Troy Umvers1ty Foundation


211 Wnght Hall
Trev, AL 36082

63-6067755

501(c)(3)

$20,000 00

NIA

Cash

NIA

for the Manuel H Johnson


Center for Pol1t1catEconomy
(to facilitate the hiring of an
add11Jonalfacultv member)

Foundation for Economic Education


1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309

13-6006960

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Institute for Humane Studies


3351 Fairfax Dnve
MSN1C5
Arf1ngton, VA 22201

94-1623852

501(c)(3)

$100 00

NIA

Cash

NIA

for general operatJons

Grassroot Institute of Hawan


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$1,000 00

NIA

Cash

NIA

in support of your 120 days


campaign

National Councd for Adoption


225 North Washington Street
Alexandna, VA 22314-2561

75-1721671

501(c)(3)

$25,000 00

NIA

Cash

NIA

to support the work of the


government relations staff

Children's Hospital of Phdadelph1a Foundation


PO Box40930
Ph1ladelph1a,PA 19107-0930

23-2237932

501(c)(3)

$2,500 00

NIA

Cash

NIA

lo support the Daisy Day


Luncheon

Children's Hospital of Ph1ladelph1aFoundation


PO Box 40930
Ph1ladelph1a,PA 19107-0930

23-2237932

501(c)(3)

$2,500 00

NIA

Cash

NIA

to support the Daisy Day


Luncheon

Children's Hospital of Ph1ladelph1aFoundallon


PO Box 40930
Ph1ladelph1a,PA 19107-0930

23-2237932

501(c)(3)

$2,500 00

NIA

Cash

NIA

to support the Daisy Day


Luncheon

Schedule I (Form 990 or 990-EZ) 2013

25

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Organizations

and Governments In the U.S.

(a)
Name and Address of
Organizatron or
Government

(b)
EIN

(c)
IRC
Section rf
Applicable

Children's Hospital of Philadelphia Foundation


PO Box 40930
Ph1ladelph1a,PA 19107-0930

23-2237932

501(c)(3)

Children's Hospital of Philadelphia Foundation


PO Box40930
Ph1ladelph1a,PA 19107-0930

23-2237932

501(c)(3)

GMU Foundabon
4400 University Dnve
Fairfax, VA 22030

54-1603842

501(c)(3)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assrstance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$2,500 00

NIA

Cash

NIA

to support the Daisy Day


Luncheon

$5,000 00

NIA

Cash

NIA

to support the Daisy Day


Luncheon

NIA

for use 1nawarding (9)


graduate fellowships in
economics at George Mason
University Foundation

(d)
Amount of
Cash Grant

$405,000 00

NIA

Cash

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$2,500 00

NIA

Cash

NIA

1nsupport of Insights On The


Economy with Dr Arthur B
Laffer

Cause of Action
2100 M Street, NW
Suite #170-247
Washington, DC 20037-1233

45-2805977

501(c)(3)

$200,000 00

N/A

Cash

NIA

for general operations

Institute for Faith, Worlc, & Economics


8400 Westparlc Dnve
Suite 100
Mclean, VA 22102

45-2481867

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

Scottsdale Healthcare Foundation


10001 North 92nd Street
Suite 121
Scottsdale, AZ 85258

74-2355411

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Military Partnership


Pro1ect

Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

26

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U.S

Part II, Grants to Organizations and Governments in the U.S.


(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

$100,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

20-3237801

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Institute for Justice


901 North Glebe Road
Suite 900
Arhnaton, VA 22203-1854

52-1744337

501(c)(3)

$2.500 00

NIA

Cash

NIA

for general operations

Judicial Education Proiect


3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$125,000 00

NIA

Cash

NIA

for general ooerat1ons

Commonwealth Foundation for Public Polley


Altematlve
225 State Street
Suite 302
Harnsburg, PA 17101

23-2473845

501(c)(3)

$210.000 00

NIA

Cash

NIA

for general operations

Media Research Center


1900 Campus Commons Dnve
Suite 600
Reston, VA 20191

54-1429009

501(c)(3)

$8,000 00

NIA

Cash

NIA

in response to lls annual


appeal

NIA

in response to David
R1denou(s challenge grant
appeal

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 9023()..6316

95-3298239

501(c)(3)

Nabonal Legal & Polley Center


107 Park Washington Court
Falls Church, VA 22046

52-1750188

Moving Picture Institute


375 Greenwich Street
New York, NY 10013

Nal1onal Center for Public Polley Research. Inc


501 Capitol Court. NE
Suite 200
Washington, DC 20002

52-1226614

501(c)(3)

(d)
Amount of
Cash Grant

$750 00

NIA

Cash

Schedule I (Form 990 or 990-EZ) 2013

27

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals 1nthe U S
Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

(c)

(d)

Name and Address of


Organization or
Government

EIN

fRC

Amount of
Cash Grant

Section 1f
Applicable

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Descnpt1on of
Non-Cash
Assistance

(g)

(h)
Purpose of
Grant or
Assistance

Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503

38-2926822

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Proiect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$50,000 00

NIA

Cash

NIA

for The Ph1lanthrop1c


Enterprise

Institute for Justice


901 North Glebe Road
Suite 900
Artington, VA 22203-1854

52-1744337

501(c){3)

$25,000 00

NIA

Cash

NIA

for the civil forfeiture proiect

American Enterprise Institute


1150 Seventeenth Street, NW
Washington, DC 20036

53-0218495

501(c)(3)

$55,000 00

NIA

Cash

NIA

for general operations

E Plunbus Unum Films


2247 15th Avenue West
Seattle, WA 98119

91-2053400

501(c)(3)

$8,000 00

NIA

Cash

NIA

for the Economic Thinking


program

'

Lake Forest College


555 North Shendan Road
Lake Forest, IL 60045

36-2167770

501(c)(3)

$8,000 00

NIA

Cash

NIA

for general operations

Institute for Jusllce


901 North Glebe Road
Suite 900
Artington, VA 22203-1854

52-1744337

501(c)(3)

$6,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors
Sch

Trust. Inc

I, Grants

28

52-2166327

to Organizations

and lndv1duals

m the U S

Part II, Grants to Ol'g_anizationsand Governments in the U.S.


(a)
Name and Address
Organization

of

(b)

(c)

(d)

EIN

IRC

Amount

or

Section

Government

1f

(e)
of

Amount

(f)
of

Non-Cash

Cash Grant

Assistance

Applicable

Method
Valuation

(book, FMV,

appraisal,

(h)

(g)
of

Description

of

Purpose

of

Non-Cash

Grant or

Assistance

Assistance

other)

lnsbtute for Humane Studies


3351 Fa1rfaxDnve
MSN 1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$7,000 00

NIA

Cash

NIA

for Humane Studies


Fellowships

Fractured Atlas
248 West 35th Street
10th Floor
New York, NY 10001

11-3451703

501(c)(3)

$10,000 00

NIA

Cash

NIA

for Pro1ectBreaker

Wyoming Cathohc College


PO Box 750
Lander, WY 82520

83-0434307

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403

23-7432162

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503

38-2926822

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Institute for Jusbce


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

lnstllute for Humane Studies


3351 Fairfax Dnve
MSN 1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

State Polley Network


1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108

57-0952531

501(c)(3)

$200 00

NIA

Cash

NIA

for general operations

Schedule

I (Form 990 or 990-EZ)

2013

29

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U S

Part II, Grants to O!J!_anizations


and Governments in the U.S.
(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)

(h)

Description of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

$15,000 00

NIA

Cash

NIA

for investigation

501(c)(3)

$150,000 00

NIA

Cash

NIA

for general operations

30-0741605

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Discovery Institute
208 Columbia Street
Seattle, WA 98104

91-1521697

501{c)(3)

$250,000 00

NIA

Cash

NIA

for general operations

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c){3)

$2,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c){3)

$500 00

NIA

Cash

NIA

for general operations

Grassroot Institute of Hawa11


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$117 76

NIA

Cash

NIA

for the emergency &


OPPOrtunitvfund

Umvers1ty of Anzona Foundation


PO Box 210027
Tucson, AZ. 85721-0027

86-6050388

501(c)(3)

NIA

Cash

NIA

for the Center of the


Ph1losophv of Freedom

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Amencan Media Institute


PO Box 2847
Potomac Station
Alexandna, VA 22301-9998

46-0551578

501(c)(3)

Center for lnd1v1dualRights


1233 20th Street, NW
Suite 300
Washington, DC 20036-1609

52-1600481

Freedom of Conscience Defense Fund


PO Box 9520
Rancho Santa Fe, CA 92067

(d)
Amount of
Cash Grant

$76,000 OD

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc 52-2166327

30

Sch I, Grants lo Organizations and lndviduals in the U.S


Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)

(d)

(e)

IRC
Section 1f
Applicable

Amount of
Cash Grant

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Cornell University
Department of History
McGraw Hall
Ithaca, NY 14853-4601

15-0532082

501(c)(3)

$25,000 00

NIA

Cash

NIA

for the Program on Freedom


and Free Soc1et1esdirected by
Professor Barrv Strauss

Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$70,000 00

NIA

Cash

NIA

for aeneral ooerat1ons

Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washinaton, DC 20036-3804

52-1351785

501(c)(3)

$1,500 00

NIA

Cash

NIA

for aeneral ooerat1ons

Federalist Society
1015 18th Street. NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$300,000 00

NIA

Cash

NIA

for general ooeratlons

Judicial Education ProJect


3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$50.000 00

NIA

Cash

NIA

tor general operations

Legacy Foundation
600 4th Street
Suite 360
Sioux C11Y,IA 51106

26-3853831

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Leadership Institute
1101 North Highland Street
Artington, VA 22201

51-0235174

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Amencan Media Institute


PO Box 2847
Potomac Station
Alexandna, VA 22301-9998

46-0551578

501(c)(3)

$5.000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

31

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S
Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Greenhouse Solutions
PO Box 84
Aledo, TX 76008

26-1543859

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503

38-2926822

501(c)(3)

$2,700 00

NIA

Cash

NIA

for Acton Umvers1ty

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$6,000 00

NIA

Cash

NIA

for general operations

San Antonio Figure Skating Club


PO Box 591327
San Antonio, TX 78259

74-2933148

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

PO Box 30426
Albuquerque, NM 87190

27-5378518

501(c)(3)

$7,000 00

NIA

Cash

NIA

for general operations

Texas Tech Foundation


Box 42091
Lubbock, TX 79409-2101

75-6043842

501(c)(3)

$100,000 00

NIA

Cash

NIA

to support (2) three-year PhD


fellowships in economics

ProJect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$25,000 00

NIA

Cash

NIA

for the PoFR

Commentary, Inc
561 7th Avenue
16th Floor
New York, NY 10018-1816

13-3610041

501(c)(3)

$50,000 00

NIA

Cash

NIA

to support the Dick Cheney


roast

Art of Revolution

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc. 52-2166327

32

Sch I, Grants to Organizations and lndv1duals in the U.S.


Part II, Grants to O!_g_anizationsand Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20038-3804

52-1351785

501(c)(3)

$190,000 00

NIA

Cash

NIA

for aeneral operations

Federahst Society
1015 18th Street, NW
Suite 425
Wash1naton, DC 20038-5221

38-3235550

501(c)(3)

$300,000 00

NIA

Cash

NIA

for general operations

State Pohcy Network


1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108

57-0952531

501(c)(3)

$10,000 00

NIA

Cash

NIA

for aeneral aoerat1ons

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Goldwater Institute
500 East Coronado Road
Phoenix, AZ. 85004

86-0597661

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general ooerat1ons

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$4,000 00

NIA

Cash

NIA

for general ooerat1ons

Wyoming Liberty Group


1902 Thomes Avenue
Suite 201
Chevenne, WY 82001-3549

28-2828115

501(c)(3)

$75,000 00

NIA

Cash

NIA

for general ooerations

Schedule I (Form 990 or 990-EZ) 2013

33

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S
Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Institute for Faith, Work, & Economics


8400 Westpark Onve
Suite 100
Mclean, VA 22102

45-2461667

501(c)(3)

$600,000 00

NIA

Cash

NIA

for general operations

Cause of Action
2100 M Street, NW
Suite #170-247
Washington, DC 20037-1233

45-2605977

501(c)(3)

$600,000 00

NIA

Cash

NIA

for general operations

Judicial Education ProJect


3007 P Street, NW
Washington, DC 20007

20-2466671

501(c)(3)

$60,000 00

NIA

Cash

NIA

for general operations

Proiect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

273542161

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the PoFR

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$7,000 00

NIA

Cash

NIA

for student scholarships

Acton Institute
96 East Fulton Street
Grand Rapids, Ml 49503

36-2926622

501(c)(3)

$7,000 00

NIA

Cash

NIA

for student scholarships

Independence Institute
727 East 16th Avenue
Denver, CO 60203

84-0990300

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Conservatove Agenda ProJect


1025 Thomas Jefferson Street, NW
Suite 110G
Washington, DC 20007

26-4029303

501(c)(3)

$45,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

34

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Or_g_anizationsand Governments in the U.S.

(a)
Name and Address of
Orgamzat1on or
Government

(b)

(c)
IRC
Section 1f
Applicable

EIN

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)

(h)

Description of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$30,000 00

NIA

Cash

NIA

for general operations

Ethics & Public Polley Center


1730 M Street, NW
Suite 910
Washington, DC 20036

52-1162185

501(c){3)

$10,000 00

NIA

Cash

NIA

for general operations

Salvahon Army-Midwest Division


5040 North Pulaski Road
Chicago, IL 60630-2788

22-2406433

501(c){3)

$40,000 00

NIA

Cash

NIA

for the area of h1ahest need

Amencans for Prosperity Foundation


807 Brazos Street, Suite 210
Austin, TX 78701-9996

52-1527294

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Council for National Polley


1411 KStreet,NW
Suite 601
Washington, DC 20003

72-0921017

501(c){3)

$50,000 00

NIA

Cash

NIA

for the Conservative Action


Proiect

Hudson Institute
1015 15th Street, NW
Suite 600
Washington, DC 20005

13-1945157

501(c)(3)

$20,000 00

NIA

Cash

NIA

to support the work of Tev1


Troy

Nahonal Legal & Polley Center


107 Park Washington Court
Falls Church, VA 22046

52-1750188

501(c){3)

$2,000 00

NIA

Cash

NIA

for general operations

NumbersUSA
1601 North Kent Street
Suite 1100
Arlington, VA 22209

47-0865426

501(c){3)

$495,000 00

NIA

Cash

NIA

for general operations

'

Schedule I (Form 990 or 990-EZ) 2013

35

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Org_anizations and Governments in the U.S.
(b)
EIN

(c)
IRC
Section 1f
Applicable

Employment Pohcies Institute Foundation


1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005

52-1902264

501(c)(3)

Human Rights Foundabon


350 Fifth Avenue
Suite 4515
NewYorlt, NY 10118

20-2669700

501(c)(3)

(a)
Name and Address of
Organization or
Government

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)

(h)

Description of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

$100,000 00

NIA

Cash

NIA

for general operations

$10,000 00

NIA

Cash

NIA

for the Free Speech program

(d)
Amount of
Cash Grant

Amencan Enterprise lnst1tute


1150 Seventeenth Street, NW
Washington, DC 20036

53-0218495

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations (in


response to the June 30th
fiscal vear end appeal)

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Manhattan lnshtute for Pohcy Research


52 Vanderbilt Avenue
New York, NY 10017

13-2912529

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433

54-1436224

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Tax Foundahon
529 14th Street, NW
Suite 420
Washington, DC 20045

52-1703065

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Grassroot lnslltute of Hawa11


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$117 76

NIA

Cash

NIA

for the emergency &


opportunity fund

Schedule I (Form 990 or 990-EZ) 2013

36

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S

Part II, Gra_11_ts


to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

Human Rights Foundation


350 Fifth Avenue
Suite 4515
New York, NY 10118

20-2669700

(c)
IRC
Section 1f
Applicable

501(c)(3)

(d)
Amount of
Cash Grant

$15,000 00

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

NIA

Cash

NIA

to support a Fellowship to
Bruce Bawer

(h)
Purpose of
Grant or
Assistance

Human Rights Foundabon


350 Fifth Avenue
Suite 4515
New York, NY 10118

20-2669700

501(c)(3)

$50,000 00

NIA

Cash

NIA

for pubhc relations and onhne


reputation management of its
cases, conferences, and
causes

Fund for Amencan Studies


1706 New Hampshire Avenue. NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support a book on soc1ahsm


bv James Otteson

Competitive Enterpnse Institute


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$2,000 00

NIA

Cash

NIA

1nsupport of the Center for


Advancina Cap1tahsmat CEI

NumbersUSA
1601 North Kent Street
Suite 1100
Arlinaton, VA 22209

47-0865426

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Citizens Against Government Waste


1301 Connecticut Avenue, NW, Suite 400
Washington, DC 20036

52-1363952

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Employment Policies Institute Foundation


1090 Vermont Avenue, NW
Suite BOO
Washington, DC 20005

52-1902264

501(c)(3)

$375,000 00

NIA

Cash

NIA

for general operations

NIA

School of Law Dean's


Discretionary Fund to support
research on race and housing
markets

UCLA Foundation
UCLA School of Law
405 H1lgardAvenue
Los Angeles, CA 90095-1476

95-2250801

501(c)(3)

$50,000 00

NIA

Cash

Schedule I (Form 990 or 990-EZ) 2013

37

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Org_anlzations and Governments

in the U.S.

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$20,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$300,000 00

NIA

Cash

NIA

for oeneral operations

94-3136961

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009

13-6223604

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

ProJeci Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducahon ProJect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$150,000 00

NIA

Cash

NIA

for general operations

Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007

20-2387967

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general ooerat1ons

Santa Fe Institute
1399 Hyde Park
Santa Fe, NM 87501

85-0325494

501(c)(3)

$6,300 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

Compeht1ve Enterpnse lnshtute


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

Freedom Foundation
PO Box 552
Olympia, WA 98507

(a)
Name and Address of
Organization or
Government

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

38

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndviduals m the U S.
Part fl, Grants to O'll_anizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(d)
Amount of
Cash Grant

(c)
IRC
Section 1f
Applicable

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Fam1hesAgainst Mandatory Minimums


Foundahon
1100 H Street, NW
Suite 1000
Washington, DC 20005

52-1750246

501(c)(3)

$5,000 00

NIA

Cash

NIA

for iieneral operations

Man1uana Policy ProJect Foundation


PO Box 77492
Washington. DC 20013

52-1975211

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Amencan Enterpnse Institute


1150 Seventeenth Street, NW
Washington, DC 20036

53-0218495

501(c)(3)

$10,000 00

NIA

Cash

NIA

1nsuoport of Sallv Satel's work

GMU Foundation
Department of Economics. Enterpnse Hall
George Mason University
Fairfax, VA 22030

54-1603842

501(c)(3)

$4,000 00

NIA

Cash

NIA

for ICES in support of Esk1I


Ullberg's work

National Chnsllan Foundation


11625 Rainwater Dnve
Suite 500
Alpharetta. GA 30009

58-1493949

501(c)(3)

$6,500 00

NIA

Cash

NIA

for the Governor's Match Fund #1238150

National Chnsban Foundation


11625 Rainwater Dnve
Suite 500
Aloharetta, GA 30009

58-1493949

501(c)(3)

$2,50000

NIA

Cash

NIA

for the Governo~s Match Fund #1238150

National Christian Foundation


11625 Rainwater Dnve
Suite 500
Alpharetta. GA 30009

58-1493949

501(c)(3)

$1,000 00

NIA

Cash

NIA

for the Governor's Match Fund #1238150

501(c)(3)

$750,000 00

NIA

Cash

NIA

for general operations

Cause of Action
2100 M Street, NW
Suite #170-24 7
Washington, DC 20037-1233

'
45-2805977

Schedule I (Form 990 or 990-EZ) 2013

39

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to 01'Qanizatlons and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)

(c)
IRC
Section 1f
Applicable

EIN

(d)

(e)
Amount of
Non-Cash
Assistance

Amount of
Cash Grant

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Institute for Faith, Work, & Economics


8400 Westpark Dnve
Suite 100
Mclean, VA 22102

45-2481867

501(c)(3)

$250,000 00

NIA

Cash

NIA

for i:ieneral operations

Sovereignty Matters, Inc


PO Box 5262
Novato, CA 94948

45-3755930

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

lntemat1onal Freedom Educational Foundation


PO Box 9925
Mclean, VA 22102

30-0144364

501(c)(3)

$23,000 00

NIA

Cash

NIA

to support scholarship and


advocacy regarding rule of law

Essex County Community Foundation


175 Andover Street
Suite 101
Danvers, MA 01923

04-3407816

501(c)(3)

$100,000 00

NIA

Cash

NIA

for Fund for the Republic in


support of Project Irony

National Right to Work Legal Defense


Foundation, Inc
8001 Braddock Road
Spnngfield, VA 22160-0002

59-1588825

501(c)(3)

$3,500 00

NIA

Cash

NIA

for general operations

Center for Independent Employees


PO Box 2421
Spartanburg, SC 29304

26-0005176

501(C)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Grassroot Institute of Hawan


1314 South King Street
Suite 1163
Honolulu, HI 96814

99-0354937

501(c)(3)

$117 76

NIA

Cash

NIA

for the emergency and


opportumtv fund

Federalist Sooety
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c){3)

$50,000 00

NIA

Cash

NIA

for general operations

'

Schedule I (Form 990 or 990-EZ) 2013

40

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address of
Organization or
Government

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$25,000 00

NIA

Cash

NIA

for the area of highest need

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Heritage Column m El


Sue no

23-7327730

501(c)(3)

$15,000 00

NIA

Cash

NIA

for the Chicago Luncheon

State Polley Network


1655 North Fort Myer Dnve
Suite 360
Artmgton, VA 22209-3108

57-0952531

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Legacy Foundation
400 Locust Street
Suite 330
Des Moines, IA 50310

26-3853831

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Ph1ll1psCollecllon
1600 21st Street, NW
Washington, DC 20009

53-0204620

501(c)(3)

$25,000 00

NIA

Cash

N/A

for general operations

Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$75,000 00

NIA

Cash

NIA

for aeneral operations

International Freedom Educational Foundation


PO Box 9925
McLean, VA 22102

30-0144364

501(c)(3)

$13,500 00

N/A

Cash

NIA

to support scholarship and


advocacy regardm11rule of law

(b)
EIN

(c)
IRC
Section 1f
Applicable

Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314

26-4066298

501(c)(3)

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

41

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Organizations and Governments in the U.S.

(d)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$2,500 00

NIA

Cash

NIA

for general operations

501(c)(3)

$250,000 00

NIA

Cash

NIA

for general operations

13-6006960

501(c)(3)

$150 00

NIA

Cash

NIA

for general ooerat1ons

Institute for Humane Studies


3351 Fairfax Dnve
MSN1C5
Arlington. VA 22201

94-1623852

501(c)(3)

$150 00

NIA

Cash

NIA

for general operahons

Human Rights Foundabon


350 Fifth Avenue
Suite 4515
NewYorlt,NY 10118

20-2669700

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Free Speech Program

Langley School
1411 Balls HollRoad
Mclean, VA 22101

54-0673568

501(c)(3)

$30,000 00

NIA

Cash

NIA

for general operations

Moving Picture Institute


375 Greenwich Street
New York. NY 10013

20-3237801

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

26-1501154

501(c)(3)

$176,250 00

NIA

Cash

NIA

to support American Ma1onty's


Pennsylvania chapter

(b)
EIN

(c)
IRC
Section 1f
Applicable

Amencan Border Patrol


2160 East Fry Boulevard
#426
Sierra Vista, AZ 85635-2794

42-1542666

501(c)(3)

Discovery Institute
208 Columbia Street
Seattle. WA 98104

91-1521697

Foundabon for Economic Education


1718 Peachtree Street, NW
Suite 1048
Atlanta. GA 30309

(a)
Name and Address of
Organization or
Government

Amencan MaJonty
PO Box 87
Purcellville, VA 20134

Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc

42

52-2166327

Sch I, Grants to Organizations and lndv1duals in the U S

Part II, Grants to Or_g_anizationsand Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)

(g)

(h)

Method of
Valuation (book, FMV,
appraisal,
other)

Descnpt1on of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

Parents 1nCharge Foundallon


9900 Main Street
Suite 303
Faufax, VA 22031-3907

54-2024931

501(c)(3)

$150,000 00

NIA

Cash

NIA

for general operations

Acton lnslltute
98 East Fulton Street
Grand Rapids, MI 4 9503

38-2926822

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Consumers' Research, Inc


18251 Street, NW
Sixth Floor
Washington, DC 20006

22-1500498

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general ooerat1ons

University of Southern Cahforma


PO Box 7913
Los Angeles, CA 90007

9&-1642394

501(c)(3)

$2,500 00

NIA

Cash

NIA

for Classical KUSC's general


operations

Smithsonian lnst1tu1ton
Mali Stop 63, Smithsonian Astrophysical
Observatory
60 Garden Street
Cambndge, MA 02138-1516

53-0206027

501(c)(3)

$70,000 00

NIA

Cash

NIA

for SAO ID #1062-V101,


Wavelet Analysis And Solar
Dynamo Theory Of Solar
Act1v1tyVariat1ons. Dr Soon

SlandWithUs (Israel Emergency Alilance)


PO Box 341069
Los Angeles, CA 90034-1069

01-0566033

501(c)(3)

$75,000 00

NIA

Cash

NIA

for research and educallon

Amencans for Prospenty Foundallon


6909 R1s1ngEagle Road
Bozeman, MT 59715

52-1527294

501(c)(3)

$2,500 00

NIA

Cash

NIA

for AFP's Montana chapter

National Right to Work Legal Defense


Foundation, Inc
8001 Braddock Road
Spnngfield, VA 2216~002

59-1588625

501(c)(3)

$40,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

43

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.

Part II, Grants to Or_g_anizations


and Governments In the U.S.
(a)
Name and Address of
Organization or
Government

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)

(h)

Description of
Non-Cash
Assistance

Purpose of
Grant or
Assistance

$40,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$40,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

NIA

to support economic analysis


of economic benefits to
Oregon of passing IP9

(b)
EIN

(c)
IRC
Section 1f
Applicable

Landmark Legal Foundation


19415 Deerfield Avenue
Suite 312
Leesburg, VA 20176

51-0203602

501(c)(3)

Amencans for Tax Reform Foundation


722 12th Street, NW
Fourth Floor
Washington, DC 20005

52-1400492

PERC
2046 Analysis Dnve
Suite A
Bozeman, MT 59718

61-0393444

Cascade Polley Institute


4650 SW Schons Ferry Road
Suite #103
Portland, OR 97225

93-1045925

501(c)(3)

(d)
Amount of
Cash Grant

$7,500 00

NIA

Cash

Ludwig Von Mises Institute


516 West Magnolia Avenue
Auburn, AL 36632-4501

52-1263436

501(c)(3)

$1,000 00

NIA

Cash

NIA

to support the pubhcat1on of a


book of essays by Llewellyn H
Rockwell, Jr. entitled Fascism
versus Capitalism

Federahst Society
1015 16th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$300,000 00

NIA

Cash

NIA

for general operations

Compet1t1veEnterpnse Institute
1699 L Street, NW
Floor 12
Washington, DC 20036-3604

52-1351765

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

ProJect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542161

501(c)(3)

$15,000 00

NIA

Cash

NIA

for The Ph1lanthrop1c


Enteronse

Schedule I (Form 990 or 990-EZ) 2013

44

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U S.
Part II, Grants to Organizations and Governments in the U.S.

(d)

(g)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Descnpt1on of
Non-Cash
Assistance

$93,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Free Speech Program

99-0354937

501(c)(3)

$5,500 00

NIA

Cash

NIA

m support of LI Schoolland's
work

Amencan Spectator Foundation


1611 North Kent Street
Su11e901
Arlington, VA 22209-2111

23-7002632

501(c)(3)

$10,000 00

NIA

Cash

NIA

to support the magazine's


annual dinner

Encounter for Culture and Education


900 Broadway
Suite 601
New Yori<, NY 10003

39-1688129

501(c)(3)

$15,000 00

NIA

Cash

NIA

to support the book program

PetConnect Rescue
PO Box60714
Potomac, MD 20859

55-0857806

501(c)(3)

$12,000 00

NIA

Cash

NIA

for general operations

George Mason Environmental Law Clime


9033 Brook Ford Road
Burl<e, VA 22015-3614

45-1602963

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

ActR1ght Legal Foundation


209 West Mam Street
Plainfield, IN 46168-1117

45-4355641

501(c)(3)

$250,000 00

NIA

Cash

NIA

for the IRS L1t1gat1on


Fund

(b)
EIN

(c)
IRC
Section 1f
Applicable

C1t1zensAgainst Government Waste


1301 Pennsylvania Avenue, NW
Suite 1075
Washington. DC 20004

52-1363952

501(c)(3)

Human Rights Foundation


350 Fifth Avenue
Suite 4515
New Yori<, NY 10118

20-2669700

Grassroot Institute of Hawa11


1314 South Kmg Street
Suite 1163
Honolulu, HI 96814

(a)
Name and Address of
Organization or
Government

Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

Sch I, Grants to Orgamzat1ons


Part

II, Grants

45

52-2166327

Donors Trust, Inc.

to Organizations
(a)

Name and Address


Organization

of

and lndv1duals

in the

and Governments

U S.
In the

U.S.

(b)

(c)

(d)

EIN

IRC

Amount

or

Section

1f

Cash Grant

Amount

of

Non-Cash
Assistance

Applicable

Government

(f)

(e)
of

Method
Valuation

(h)

(g)
of

(book, FMV,

appraisal,

Descnpt1on

of

Purpose

of

Non-Cash

Grant or

Assistance

Assistance

other)

Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503

38-2926822

501(c)(3)

$1,000 00

N/A

Cash

NIA

for the Capital Campaign

Students for Liberty


1101 17th Street, NW
Suite 810
Washington, DC 20036

94-3435899

501(c)(3)

$55,000 00

N/A

Cash

NIA

for the Africa proJect

Maniuana Pohcy ProJectFoundation


PO Box 77492
Washington, DC 20013

52-1975211

501(C)(3)

$20,000 00

NIA

Cash

N/A

for the Alaska/Maine pro1ect

Man1uanaPohcy ProJectFoundation
PO Box 77492
Washington, DC 20013

52-1975211

501(c)(3)

$6,000 00

NIA

Cash

NIA

for the Texas pro1ect

Conservabve Agenda ProJect


1025 Thomas Jefferson Street, NW
Suite 110G
Washington, DC 20007

26-4029303

501(c)(3)

$51,000 00

NIA

Cash

NIA

for general operations

Grassroot lnsbtute of Hawan


335 Merchant Street
#3377
Honolulu, HI 96801

99-0354937

501(c)(3)

$25,017 76

N/A

Cash

N/A

for general operations

Reason Foundabon
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$25,000 00

N/A

Cash

NIA

for general operations

Students for l.Jberty


1101 17th Street, NW
Suite 810
Washington, DC 20036

94-3435899

501(c)(3)

$25,000 00

N/A

Cash

N/A

for general operations

Schedule

I (Form 990 or 990-EZ) 2013

46

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organ1zat1onor
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Moving Picture lnsbtute


375 Greenwich Street
New York, NY 10013

20-3237801

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Center for lnd1v1dualRights


1233 20th Street, NW
Suite 300
Washington, DC 20036-1609

52-1600481

501(c)(3)

$40,000 00

N/A

Cash

NIA

for general operations

Illinois Pohcy Institute


190 South LaSalle Street
Suite 1630
Chicago, IL 60603

41-2057028

501(c)(3)

$8,000 00

NIA

Cash

NIA

for general operations

NIA

to support the a second year


for the Dan Searle Fellowship
m Economics

NIA

to support the a second year


for the Dan Searle Fellowship
m Economics

NIA

to support the a second year


for the Dan Searle Fellowship
m Economics

Texas A&M
Office of Sponsored Research Services
400 Harvey Mitchell Parkway South, Suite 300
College Stabon, TX 77845

Northwestern University
2001 Shendan Road
Evanston, IL 60208

GMU Foundabon
Enterprise Hall, 3rd Floor, MSN 3G4
Fairfax, VA 22030-4444

74-2245072

36-2167817

54-1603842

501(c)(3)

501(c)(3)

501(c)(3)

$100,000 00

$100,000 00

$92,500 00

NIA

NIA

NIA

Cash

Cash

Cash

Columbia Business School


3022 Broadway
Room 101
New York, NY 10027-6902

13-5598093

501(c)(3)

$100,000 00

NIA

Cash

NIA

to support the first year of


John Welbom's Dan Searle
Fellowship 1nEconomics

Media Research Center


1900 Campus Commons Dnve
Suite 600
Reston, VA 20191

54-1429009

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

47

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Or.9.anlzatlons and Governments

(a)
Name and Address of
Organization or
Government

in the U.S.

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$1.000 00

NIA

Cash

NIA

for general ooerat1ons

501(c)(3)

$500 00

NIA

Cash

NIA

for aeneral ooerat1ons

501(c)(3)

$500 00

NIA

Cash

NIA

for general ooerat1ons

(bl
EIN

(c)
IRC
Section 1f
Applicable

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

Cato lnsblute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

(d)
Amount of
Cash Grant

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$20,570 00

NIA

Cash

NIA

to spread the ideas of


freedom/free markets 1by
funding 2 scholarships and to
estabhsh the Leon and Mabel
Weil Professorship

Hentage FoundatJon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$12.500 00

NIA

Cash

NIA

for a fellowship to support the


work of Naomi Schaefer Riley

Wyoming Catholic College


PO Box 750
Lander, WY 82520

83-0434307

501(C)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Student Achievement and Advocacy Services


1511 16th Street #101
Santa Monica. CA 90404-3347

52-2237872

501(c)(3)

$7,000 00

NIA

Cash

NIA

to support the work of Dr


Mark Moffett

Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$45,000 00

NIA

Cash

NIA

for aeneral operations

Schedule I (Form 990 or 990-EZ) 2013

48

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

Institute for Justice


901 North Glebe Road
Suite 900
Ar11ngton,VA 22203-1854

52-1744337

501(c)(3)

(g)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

$500,000 00

NIA

Cash

NIA

for general operations

$25,000 00

NIA

Cash

NIA

for the c1v1Iforfeiture proiect

(d)
Amount of
Cash Grant

President and Fellows of Harvard College


Department of Economics
1805 Cambndge Street
Cambndge, MA 02138

04-2103580

501(c)(3)

$93,933 00

NIA

Cash

NIA

to support the first year of a


Dan Searle Fellowship in
Economics

ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$124,000 00

NIA

Cash

NIA

for general operations

Metanexus Institute
252 7th Avenue
Apartment BX
New York, NY 10001

23-2977021

501(c)(3)

$7,000 00

NIA

Cash

NIA

for general operations

Metanexus Institute
252 7th Avenue
Apartment BX
New York, NY 10001

23-2977021

501(c)(3)

$13,000 00

NIA

Cash

NIA

for general operations

Intelligence Squared U S Foundation


590 Madison Avenue
30th Floor
New York, NY. 10022-8547

27-1022579

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036

13-2943020

501(c)(3)

$8,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors

Trust,

Sch I, Grants

Inc

49

52-2166327

to Organizations

and lndviduals

m the U S

Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address
Organization

of

(b)

(c)

EIN

IRC

or

Section

Government

(d)
Amount
1f

(f)

(e)
of

Amount

Cash Grant

of

Non-Cash

Applicable

Assistance

Method
Valuation

(book,

appraisal,

(h)

(g)
of

Description
FMV,

Purpose

of

of

Non-Cash

Grant or

Assistance

Assistance

other)

National Legal & Polley Center


107 Park Washington Court
Falls Church, VA 22046

52-1750188

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general ooerat1ons

Institute for Justice


901 North Glebe Road
Su1le 900
Arlington. VA 22203-1854

52-1744337

501(c)(3)

$250 00

NIA

Cash

NIA

for the area of highest need

Foundabon for Economic Educabon


1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309

13-6006960

501(c)(3)

$1,000 00

NIA

Cash

NIA

for oeneral ooerat1ons

PetConnect Rescue
PO Box 60714
Potomac, MD 20859

55-0857806

501(c)(3)

$12,000 00

NIA

Cash

NIA

for general operations

Man1uana Polley ProJectFoundauon


PO Box 77492
Washington, DC 20013

52-1975211

501(c)(3)

$10,000 00

NIA

Cash

N/A

for the Texas Pro1ect

Cold Spnng Harbor Laboratory


Development Office - Luke Building
1 Bungtown Road
Cold Spnna Harbor, NY 11724

11-2013303

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general ooerat1ons

CompetobveEnterpnse lnsbtute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Schedule

I (Form

990 or 990-EZ)

2013

Donors Trust, Inc. 52-2166327

50

Sch I, Grants to Organizations and lndv1duals in the U S


Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Cause of Action
1919 Pennsylvania Avenue NW
Suite 650
Washington, DC 20006

45-2805977

501(c)(3)

$50,000 00

NIA

Cash

NIA

for aeneral operations

Becket Fund for RehgoousLiberty


3000 K Street, NW
Suite 220
Washington, DC 20007

52-1858532

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Judicial Education ProJect


3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$15.000 00

NIA

Cash

NIA

for general operations

Falls Church, Anghcan


PO Box 690
Falls Church, VA 22040

54-0506455

501(c)(3)

$1,000 00

NIA

Cash

NIA

to support the work of Mary


Amendoha

Leadership lnsbtute
1101 North Highland Street
Ar1ington, VA 22201

51-0235174

501(c)(3)

$1,500 00

NIA

Cash

NIA

for the "Feet to the Fore"


campaign and the triple
matching grant program

Intercollegiate Studies Institute


3901 Centeovllle Road
Wilmington, DE 19807-1938

23-6050131

501(c)(3)

$3,000 00

NIA

Cash

NIA

to suooort the annual dinner

Proiect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$50,055 00

NIA

Cash

NIA

for general operations

Independent Women's Forum


1875 I Street, NW
Suite 500
Washington, DC 20006

54-1670627

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

51

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and fndviduals in the US.
Part II, Grants to Or_g_anizationsand Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Goldwater Institute
500 East Coronado Road
Phoenix, AZ. 85004

86--0597661

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations, on


honor of Goldwater's 25th
anmversarv

ProJect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$60,000 00

NIA

Cash

NIA

for the PoFR

Federahst Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$250,000 00

NIA

Cash

NIA

for general operations

National Center for Pohcy Analysis


12770 CootRoad
Suite 800
Dallas, TX 75251-1339

75-1804932

501(c)(3)

$2,500 00

NIA

Cash

NIA

for aeneral operahons

Faundat,an for Cultural Review


900 Broadway
Suite 602
New York, NY 10003

13-3108424

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support conferences and


lectures given under the
auspices of the New Cntenon

Rancho c,elo
PO Box 6948
Sahnas, CA 93912

77-0555859

501(c)(3)

$100,000 00

NIA

Cash

NIA

to further orograms

Oakland Rotary Endowment


1736 Frankhn Street
Oakland, CA 94612

94-2434641

501(c)(3)

$20,000 00

NIA

Cash

NIA

to further programs

Sacred Heart of Jesus Parish


156 Valley Avenue SW
Grand Rapids, Mt 49504

38-1366944

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

52

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S
Part II, Grants to Org_anlzatlons and Governments in the U.S.

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$1,000 00

NIA

Cash

NIA

for Proiect Stand Up

501(c)(3)

$750,000 00

NIA

Cash

NIA

for general operations

95-3580834

501(c)(3)

$375,000 00

NIA

Cash

NIA

for general operations

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$250 00

NIA

Cash

NIA

for i:ieneral ooeratlons

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(C)(3)

$2,500 00

NIA

Cash

NIA

to support Freedom Dinner


2013

Commonwealth Foundat1on for Pub he Polley


Alternative
225 State Street
Suite 302
Harnsburg, PA 17101

23-2473845

501(C)(3)

$200,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

Moving Picture Institute


375 Greenwich Street
New Yori<, NY 10013

20-3237801

501(c)(3)

Cause of Action
1919 Pennsylvania Avenue NW
Su1te650
Washington, DC 20006

45-2805977

Concerned Women for Amenca


1015 15th Street, NW
Suite 1100
Washington, DC 20005

(a)
Name and Address of
Organization or
Government

'

(d)
Amount of
Cash Grant

(h)
Purpose of
Grant or
Assistance

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc. 52-2166327

53

Sch I, Grants to Organizations and lndv1duals in the U S

Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)

(f)

Amount of
Non-Cash
Assistance

Method of
Valuation {book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Foundation for Cultural Review


900 Broadway
Suite 602
New York, NY 10003

13-3108424

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support conferences and


lectures sponsored by The
NewCntenon

Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Center for Consumer Freedom


1090 Vermont Avenue NW
Suite 800
Washington, DC 20005

26-0006579

501(c)(3)

$57,250 00

NIA

Cash

N/A

for hunting organization


oppos1t1onresearch

ManJuana Pohcy ProJect Foundabon


PO Box 77492
Washington, DC 20013

52-1975211

501(c)(3)

$6,000 00

NIA

Cash

N/A

for the Texas oro1ect

Catholic Assoc1at1onFoundabon
3007 P Street, NW
Washington, DC 20007

20-2387967

501(c)(3)

$45,000 00

NIA

Cash

NIA

for general operations

Employment Pohcies Institute Foundation


1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005

52-1902264

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

PetConnect Rescue
PO Box60714
Potomac, MO 20859

55--0857806

501(c)(3l

$12,000 00

NIA

Cash

NIA

for general ooerat1ons

Schedule I {Form 990 or 990-EZ) 2013

54

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndviduals m the U S

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Smithsonian lnsbtubon
Mail Stop 63, Smithsonian Astrophysical
Observatory
60 Garden Street
Cambndae. MA 02138-1516

53-0206027

501(c)(3)

$49,864 00

NIA

Cash

NIA

for SAO ID #1062-V101,


Wavelet Analysis And Solar
Dynamo Theory Of Solar
Act1v1tyVariations, Dr Soon

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Ar1inaton, VA 22201-4433

54-1436224

501(c)(3)

$750,000 00

NIA

Cash

NIA

far aeneral ooerat1ons

Network for Teaching Entrepreneurship


120 Wall Street
18th Floor
New York, NY 10005

13-3408731

501(c)(3)

$75,000 00

NIA

Cash

NIA

for general operations

True the Vote


PO Box 27378
Houston, TX 77227

27-2860095

501(c)(3l

$100,000 00

NIA

Cash

NIA

for general ooerat1ans

Atlas Ecanam1c Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$5,000 00

NIA

Cash

NIA

far general operations

Competitive Enterprise Institute


1899 L Street, NW
Floor 12
Washington, DC 20038-3804

52-1351785

501(c)(3)

$190,000 00

NIA

Cash

NIA

for general ooerat1ons

Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$20,000 00

NIA

Cash

NIA

for 11eneralooeraUons

Reason Foundabon
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$30,000 00

N/A

Cash

N/A

for general ooerallons

Schedule I (Form 990 or 990-EZ) 2013

55

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)

(e)

Amount of
Cash Grant

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(g)

(h)
Purpose of
Grant or
Assistance

Discovery Institute
208 Columbia Street
Seattle. WA 98104

91-1521697

501(c)(3)

$250,000 00

NIA

Cash

NIA

for general operations

Freedom Foundation
PO Box 552
Olympia. WA 98507

94-3136961

501(c)(3)

$1,500 00

NIA

Cash

NIA

for 11eneraloperations

NIA

for the First Things project


The Purposes and Limits of
Government

lnsbtute on Rehg1onand Pubhc Life


35 East 21st Street
6th Floor
New York, NY 10010

52-1628303

501(c)(3)

$10,000 00

NIA

Cash

Manhattan tnst1tutefor Polley Research


52 Vanderbilt Avenue
New York, NY 10017

13-2912529

501(c)(3)

$12,000 00

NIA

Cash

NIA

in support of Standpoint
Magazine, a project of the
Social Affairs Unit, for a cover
storv bv Douglas Murrav

Human Rights Foundation


350 Fifth Avenue
Suite 4515
New York, NY 10118

20-2669700

501(c)(3)

$15,000 00

NIA

Cash

NIA

for a fellowship to support the


work of Bruce Bawer

Human Rights Foundation


350 Fifth Avenue
Suite 4515
New York, NY 10118

20-2669700

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the Free Speech Proiect

Acton Institute
98 East Fulton Street
Grand Rapids. Ml 49503

38-2926822

501(c)(3)

$5,000 00

NIA

Cash

NIA

in honor of Rev Robert A


Smco

Acton Institute
98 East Fulton Street
Grand Rao1ds, Ml 49503

38-2926822

501(c){3)

$75,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

56

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Organizations and Governments In the U.S.
(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Cato lnsbtule
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$4,000 00

NIA

Cash

NIA

for general operations This


grant 1smade in memory of
Michael J McCobin

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Compebbve Enlerpnse lnsblule


1899 L Street, NW
Floor 12
Washington, DC 20038-3804

52-1351785

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

lnsl1lule for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

New York Hlsloncal Society


170 Central Park West
New York, NY 10024

13-1624124

501(c)(3)

$5,000 00

NIA

Cash

NIA

lo support the annual dinner


on December 2, 2013,
honoring Roger Hertog

Kas1ls1ProJect
64 Lmnaean Street
Cambndge, MA 02138

54-2195079

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducation ProJecl
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Georgetown University
600 New Jersey Avenue, NW
Washington, DC 20001

53-0196603

501(c)(3)

$50,000 00

NIA

Cash

NIA

for the Center on the


Conslllul1on

Schedule I (Form 990 or 990-EZ) 2013

57

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to OIJlanizatlons and Governments In the U.S.
(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$26,500 00

NIA

Cash

NIA

for aeneral operations

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

45-2481867

501(c)(3)

$750,000 00

NIA

Cash

NIA

for general ooerat1ons

Government Accountab1hty lnsbtute


PO Box 12594
Tallahassee, FL 32317

45-4681912

501(c)(3)

$1,000,000 00

NIA

Cash

NIA

for general operations

Donora Downtown Committee, Inc


630 McKean Avenue
Donora, PA 15033

25-1514488

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Donora fire truck

llhno1sPolley lnsbtute
190 South LaSalle Street
Suite 1630
Chicago, IL 60603

41-2057028

501(c)(3)

$1.000 00

NIA

Cash

NIA

for general operations

National Right to Worlt Legal Defense


Foundation, Inc
8001 Braddock Road
Spnngfield, VA 22160-0002

59-1588825

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducauon ProJect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$40,000 00

NIA

Cash

NIA

for general ooerat1ons

(b)
EIN

(c)
IRC
Section 1f
Applicable

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

Reason Foundabon
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

lnsbtute for Faith, Work, & Economics


8400 Westparlt Dnve
Suite 100
Mclean, VA 22102

(a)
Name and Address of
Organization or
Government

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

58

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S

Part II, Grants to Organizations and Governments in the U.S.

(a)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

$5,000 00

NIA

Cash

NIA

for the Georgetown Center on


the Const1tut1on

501(c)(3)

$3,000,000 00

NIA

Cash

NIA

for general operations

26-1543859

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

Franklin Center
1229 King Street
3rd Floor
Alexandna,VA 22314

26-4066298

501(c)(3)

$106,720 00

NIA

Cash

NIA

for the Pennsylvania


Education Reporting lnit1at1ve

Pacific Research lnsbtute


One Embarcadero Center
Suite 350
San Francisco, CA 94111

94-2528433

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Florida Shenffs Youth Ranches, Inc


PO Box 2000
Bovs Ranch. FL 32064

23-7303117

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

$6,000 00

NIA

Cash

NIA

for general operations

Roots & Wings Foundation


75 Bloomfield Avenue
Suite 303
Denville, NJ 07834

22-3683539

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

Georgetown University
Tocqueville Forum
3240 Prospect St NW, Third Floor
Washington. DC 20007

53-0196603

501(c)(3)

Americans for Prospenty Foundation


2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097

52-1527294

Greenhouse Solubons
P0Box84
Aledo, TX 76008

Name and Address of


Orgamzat1on or
Government

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

59

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U.S
Part II, Grants to OIJlanizatlons and Governments In the U.S.
(a)
Name and Address of
Organization or
Government

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$1,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general ooerat1ons

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

NIA

to support a n article by A
Herman, detailing poht1caland
geopohbcal aspects of Israel's
natural-gas revolution

(c)
IRC
Section 1f
Applicable

International Pohcy Network US, Inc


clo Ms Bndgett Wagner, Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

52-2363626

501(c)(3)

Independent lnsbtute
100SwanWay
Oakland, CA 94621-1428

94-3008370

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

Commentary, Inc
561 7th Avenue
16th Floor
New York, NV 10018-1816

13-3610041

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(b)
EIN

501(c)(3)

(d)
Amount of
Cash Grant

$10,000 00

NIA

Cash

to support
Cash

NIA

a reception and
related expenses for the first
night of the forthcoming
Liberty Forum 2013

NIA

Cash

NIA

for general operations

$200 00

NIA

Cash

NIA

for general operations

$500 00

NIA

Cash

NIA

for general operations

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$10,000 00

Acton Institute
98 East Fulton Street
Grand Rapids, Mt 49503

38-2926822

501(c)(3)

$250 00

Becket Fund for Rehg1ous Liberty


3000 K Street, NW
Suite 220
Washington, DC 20007

52-1858532

501(c)(3)

tnst1tute for Humane Studies


3351 Fairfax Dnve
MSN 1C5
Ar1in11ton,VA 22201

94-1623852

501(c)(3)

NIA

Schedule I (Form 990 or 990-EZ) 2013

60

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndviduals m the U.S
Part II, Grants to Organizations and Governments in the U.S.
(b)
EIN

(c)
IRC
Section 1f
Applicable

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

Wyoming Liberty Group


1902 Thomes Avenue
Suite 201
Chevenne, Wt' 82001-3549

26-2828115

501(c)(3)

(a)
Name and Address of
Organization or
Government

(e)

(h)
Purpose of
Grant or
Assistance

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$500 00

NIA

Cash

NIA

for i1eneral operations

$70,000 00

NIA

Cash

NIA

for general operations

(d)
Amount of
Cash Grant

Momstown Memonal Health Foundahon


475 South Street
First Floor
Momstown, NJ 07960

22-3392808

501(c)(3)

$100,000 00

NIA

Cash

NIA

to support the Center for


Advanced Medicine at the
Morristown Memorial Hospital

Employment Policies Institute Foundation


1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005

52-1902264

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Hentage Foundahon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$5,000 00

NIA

Cash

NIA

for a fellowship to support the


work of Naomi Schaefer Riley

Future of Freedom Foundation


11350 Random Hills Road
Suite 800
Fairfax, VA 22030

74-2543375

501(c)(3)

$56,809 96

NIA

Cash

NIA

for general operations

Spark Freedom
605 Long Branch Road
Lancaster, TN 38569

27-4827443

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Sutherland Institute
Gateway Tower West Building
15 West South Temple, Suite 200
Salt Lake C1tv, UT 84101

87-0531727

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

61

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

Foundabon for lndrv1dual Rights in Education


(FIRE)
601 Walnut Street
Suite 510
Philadelphia, PA 19106

Teneolnc
1504 Treadwell Street
Austin, TX 78704
Un1vers1tyof Southern Cahforn1a
The Institute for Visual History and Education,
Leavey Library
650 West 35th Street, Suite 114
Los Angeles, CA 90089-2571

(b)
EIN

04-3467254

80-0305723

95-1642394

(c)
IRC
Section 1f
Applicable

501(c)(3)

501(c)(3)

501(c)(3)

(d)
Amount of
Cash Grant

$1,500 00

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

NIA

Cash

NIA

for general operations

NIA

matching grant with


expectation members will
match above annual donation
Unmatched funds for So
Cal Chapter

NIA

for the general operations of


the Institute for Visual History
& Education

Cash

NIA

for the general operations of


the lnslllute for Visual History
& Education

NIA

$5,000 00

$2,500 00

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

NIA

Cash

Cash

University of Southern Cahforma


The Institute for Visual History and Education,
Leavey Library
650 West 35th Street, Suite 114
Los Angeles, CA 90089-2571

95-1642394

501(c)(3l

$5,000 00

Association of Former lntelhgence Officers


7700 Leesburg Pike
Suite 324
Falls Church, VA 22043

51-0208890

501(c)(3l

$10,500 00

NIA

Cash

NIA

for general operations

Independence Institute
727 East 16th Avenue
Denver, CO 80203

84-0990300

501(c)(3)

$219,716 03

NIA

Cash

NIA

for the area of highest need

Conservative Agenda Proiect


1025 Thomas Jefferson Street, NW
Suite 110G
Washington, DC 20007

26-4029303

501(c)(3)

$38,000 00

NIA

Cash

N/A

for Aeneral ooerations

Falls Church, Anglican


PO Box690
Falls Church, VA 22040

54-0506455

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the Heahng Ministry

NIA

Schedule I (Form 990 or 990-EZ) 2013

62

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U.S.
Part II, Grants to Or_g_anlzations and Governments

in the U.S.
(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$25,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general operations

55-0857806

501(c)(3)

$12,000 00

NIA

Cash

NIA

for general operations

ManJuana Polley ProJect Foundation


PO Box 77492
Washin1:iton, DC 20013

52-1975211

501(c)(3)

$6,000 00

NIA

Cash

NIA

tor the Texas project

ManJuana Polley Proiect Foundahon


PO Box 77492
Washington. DC 20013

52-1975211

501(c)(3)

$6,000 00

NIA

Cash

NIA

for the Texas pro1ect

Amencans for Prospenty Foundation


2111 Wilson Boulevard
Suite 350
Arlinaton, VA 22201-3097

52-1527294

501(c)(3)

$20,000 00

NIA

Cash

NIA

for the area of highest need

Institute for Humane Studies


3351 Fairfax Dnve
MSN 1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$15,000 00

NIA

Cash

NIA

for the area of h1ahest need

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support the Chicago


Luncheon charitable event

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Compeht1ve Enterpnse Institute


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

Teneo Inc
1504 Treadwell Street
Austin, TX 78704

80-0305723

PetConnect Rescue
PO Box 60714
Potomac, MD 20859

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

63

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.
Part II, Grants to Organizations and Governments in the U.S.

(d)

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$10,000 00

NIA

Cash

NIA

for the area of highest need

501(c)(3l

$10,000 00

NIA

Cash

NIA

for the area of highest need

54-1773197

501(c)(3)

$50,000 00

NIA

Cash

NIA

for general ooerat1ons

George Mason Environmental Law Clinic


9033 Brook Ford Road
Burke, VA 22015-3614

45-1602963

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Home School Foundation


PO Box 1152
Purcellville, VA 20134

52-1354365

501(c)(3l

$15,000 00

NIA

Cash

NIA

for the Rome1ke appeal

Committee for a Construcuve Tomorrow


PO Box 427
Berrvv1lle, VA 22611

52-1462893

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Intercollegiate Studies Institute


3901 Centerville Road
Wilmington, DE 19807-1938

23-6050131

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Atlas Economic Research Foundauon


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3l

$150,000 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Swte 400
Washington, DC 20009

13-6223604

501(c)(3l

Amencans for Tax Reform Foundation


722 12th Street, NW
Fourth Floor
Washington, DC 20005

52-1400492

Frontiers of Freedom Institute, Inc


4094 Ma1est1cLane
Suite 380
Fairfax, VA 22033

(a)
Name and Address of
Organization or
Government

Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

64

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S

Part II, Grants to OIJlanizationsand GovernmentsIn the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Cato lnsbtute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433

54-1436224

501(c)(3)

$10,000 00

NIA

Cash

NIA

onsupport of the GMU


Economics Department

GMU Foundation (Law & Econ Center)


3301 Fairfax Drove
Arlington, VA 22201

54-1603842

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Manhattan lnst1lule for Pohcy Research


52 Vanderbilt Avenue
New Yorll, NY 10017

13-2912529

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Students for Liberty


1101 17th Street, NW
Suite 810
Washington, DC 20036

94-3435899

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operat,ons

Russell Korll Center for Cultural Renewal


P0Box4
Mecosta, Ml 49332

38-3443798

501(c)(3)

$7,500 00

NIA

Cash

NIA

onsupport of the scholarly


works of Vigen Guro,an at the
University of Vorgonoa

Manhattan Institute for Pohcy Research


52 Vanderbilt Avenue
NewYorll, NY 10017

13-2912529

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors

Trust, Inc

52-2166327

Sch I, Grants to Organizations


Part II, Grants

and lndv1duals

to Organizations
(a)

Name and Address


Organization

65

of

1n the U S.

and Governments

in the U.S.

(b)

(c)

(d)

EIN

IRC

Amount

or

Section

Government

1f

(f)

(e)
of

Cash Grant

Amount

of

Non-Cash
Assistance

Applicable

Method
Valuation

(book, FMV,

appraisal,

(h)

(g)
of

Description

of

Purpose

of

Non-Cash

Grant or

Assistance

Assistance

other)

Compet1UveEnterpnse Institute
1899 L Street, NW
Floor 12
Washlnoton. DC 20036-3804

52-1351785

501(c)(3)

$25,000 00

NIA

Cash

NIA

for 11eneraloperations

Center for lnd1v1dualRights


1233 20th Street, NW
Suite 300
Washington, DC 20036-1609

52-1600481

501(cl(3)

$100,000 00

NIA

Cash

NIA

for general operations

State Polley Network


1655 North Fort Myer Dnve
Suite 360
Artinoton, VA 22209-3108

57-0952531

501(c)(3)

$250,000 00

NIA

Cash

NIA

for the "Freedom 1s "pro1ect

Students for Liberty


110117th Street, NW
Suite 810
Washington, DC 20036

94-3435899

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general ooerat1ons

Center for Competitive Pohl1cs


124 South West Street
Suite 201
Alexandna, VA 22314

20-3676886

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

Randolph Bourne Institute, Inc


1017 El Camino Real
Suite 306
Redwood C1tv,CA 94063

71-0929026

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general operations

Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314

26-4066298

501(c)(3)

$40,000 00

NIA

Cash

NIA

for general operations

Center for Union Facts


1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005

20-4036946

501(c)(3)

$200,000 00

NIA

Cash

NIA

for general operations

Schedule

I (Form 990 or 990-EZ)

2013

66

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S

Part II, Grants to Org_anizations and Governments in the U.S.


(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Oescnpt1on of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

College of the Holy Cross


Department of Pol1bcal Science
PO Box 121A, 1 College Street
Worcester, MA 01610

04-2103558

501(c)(3)

$100,000 00

NIA

Cash

NIA

in support of the Charles


Carroll Program under the
d1rect1onof Professors Donald
Brand and Daniel Khnghard

Federalist Socaety
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221

36-3235550

501(c)(3)

$15,000 00

NIA

Cash

NIA

to support lectures on
cap1tahsm

National Legal & Pohcy Center


107 Park Washington Court
Falls Church, VA 22046

52-1750188

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

ManJuana Pohcy Proiect Foundation


PO Box 77492
Washington, DC 20013

52-1975211

501(c)(3)

$6,000 00

NIA

Cash

NIA

for the Texas proiect

PetConnect Rescue
PO Box60714
Potomac, MD 20859

55-0857806

501(c)(3)

$12,000 00

NIA

Cash

NIA

for general operations

ProJect Liberty, Inc


109 North Henry Street
Alexandna, VA 22314-2903

27-3542181

501(c)(3)

$600,000 00

NIA

Cash

NIA

for the PoFR ($500,000 00)


and for the SSP ($100,000 00)

Judicial Education Project


3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$350,000 00

NIA

Cash

NIA

for general operations

Jud1c1alEducabon ProJect
3007 P Street, NW
Washington. DC 20007

20-2466871

501(c)(3)

$130,000 00

NIA

Cash

NIA

for Qeneral operations

Schedule I (Form 990 or 990-EZ) 2013

67

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S
Part II, Grants to 0!9_anizations and Governments in the U.S.

(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Compet1bve Enterpnse lnsblule


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$25,000 00

N/A

Cash

N/A

for general operations

Vittana Foundation
318 First Avenue South
Suite 310
Seattle, WA 98104

26-1153264

501(c)(3)

$25,000 00

NIA

Cash

NIA

Iprogram

Catholic Association Foundation


3007 P Street, NW
Washington, DC 20007

20-2387967

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general operations

for the V1tlanaStudents

University of Texas Foundation


158 West 21st Street
Stop A1800
Austin, TX 78712

74-1587488

501(c)(3)

$100,000 00

NIA

Cash

NIA

to support the Thomas


Jefferson Center directed by
Thomas Pangle

llhno1sPolley lnsblute
190 South LaSalle Street
Suite 1630
Chicago, IL 60603

41-2057028

501(c)(3)

$7,000 00

NIA

Cash

NIA

for general operations

Amencan Museum of Natural History


Central Park West at 79th Street
New York, NY 10024-5192

13-6162659

501(c)(3)

$27,510 00

NIA

Cash

N/A

for the preparation and


transferlsh1pping of AMNH's
Moveable Museum to
MonQoha

Amencan Museum of Natural History


Central Park West at 79th Street
New York, NY 10024-5192

13-6162659

501(c)(3)

$10,000 00

NIA

Cash

N/A

for general operations

NIA

for general operations and/or


the Om1dyar Challenge, at the
Santa Fe lnst1tute's d1scret1on

Santa Fe lnst1tule
1399 Hyde Park
Santa Fe. NM 87501

85-0325494

501(c)(3)

$60,000 00

NIA

Cash

Schedule I (Form 990 or 990-EZ) 2013

68

Donors Trust! Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S.
Part II, Grants to 0!9_anizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Manhattan lnsbtute for Polley Research


52 Vanderb1II Avenue
New York, NY 10017

13-2912529

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

Independent Institute
100SwanWay
Oakland, CA 94621-1428

94-3008370

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Yellowstone Park Foundabon


222 East Mam Street
Suite 301
Bozeman, MT 59715

83-0311166

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Yellowstone Outdoors


ProJect with High Country
ADDS

Yellowstone Assoc1at1on
PO Box 117
Yellowstone National Park, WY 82190

03-0374417

501(c)(3)

$6,000 00

NIA

Cash

NIA

for aeneral operations

PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718

81-0393444

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the building


campa1gnlPERC University

Gallalln Valley Land Trust


25 North Wilson Avenue
Suite E
Bozeman, MT 59715

81-0464513

501(c)(3)

$10,000 00

NIA

Cash

NIA

for the Flora of Yellowstone


ProJect

Amencan Enterpnse Institute


1150 Seventeenth Street, NW
Washington, DC 20036

53-0218495

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

-----

69

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals 1nthe U.S
Part II, Grants to Organizations and Governments in the U.S.
(a)

(b)

Name and Address of


Organization or
Government

EIN

(c)
IRC
Section 1f
Applicable

(e)
Amount of
Non-Cash
Assistance

(d)
Amount of
Cash Grant

(f)

(g)

Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Competitive Enterpnse lnsMute


1899 L Street, NW
Floor 12
Washin11ton,DC 20036-3804

52-1351785

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Freedom Foundat1on
PO Box 552
Olympia, WA 98507

94-3136961

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$100 00

NIA

Cash

NIA

for general operations

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

36-1374230

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$200 00

NIA

Cash

NIA

for general operations

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433

54-1436224

501(c)(3)

$250 00

NIA

Cash

NIA

for 11eneraloperations

Reason Founda~on
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Center for lnd1v1dualRights


1233 20th Street, NW
Suite 300
Washington, DC 20036-1609

52-1600481

501(c)(3)

$55,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc 52-2166327

70

Sch I, Grants to Organizations and lndv1duals in the U S.


Part II, Grants to OIJlanizatlons and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)

(e)

Amount of
Cash Grant

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Consumers' Research, Inc


1825 I Street, NW
Sixth Floor
Washington. DC 20006

22-1500498

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general ooerahons

Catholic Assooation Foundation


3007 P Street, NW
Washington, DC 20007

20-2387967

501(c)(3)

$8,000 00

NIA

Cash

NIA

for aeneral ooerat1ons

Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007

20-2466871

501(c)(3)

$65,000 00

NIA

Cash

NIA

for aeneral ooerat1ons

Montana State University Foundation


PO Box 172750
Bozeman, MT 59717-2750

81-6001649

501(c)(3)

$8,000 00

NIA

Cash

NIA

to support Professor Dave


Sands' b1oprec1p1tatlon
research

Cell Motion Laboratones, Inc


Columbia University Station
PO Box 250288
New York, NY 10025-0288

26-2092282

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Sovereignty Matters, Inc


PO Box 5262
Novato, CA 94948

45-3755930

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$560,000 00

NIA

Cash

NIA

for general operations

NIA

for the Network for a Free


Society directed by Linda
Whetstone

lntemahonal Polley Network US, Inc


c/o Ms Bndgett Wagner, Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

52-2363626

501(c)(3)

$10,000 00

NIA

Cash

Schedule I (Form 990 or 990-EZ) 2013

71

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U.S
Part II, Grants to Organizations

and Governments In the U.S.


(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

$10,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

53-0196584

501(c)(3)

$7,000 00

NIA

Cash

NIA

for the Regulatory Studies


Center's general operations

Foundation for Economic Education


1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309

13-6006960

501(c)(3)

$4,000 00

NIA

Cash

NIA

for general operations

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$4,000 00

NIA

Cash

NIA

for general operations

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$3,000 00

NIA

Cash

NIA

for general operations

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Fractured Atlas
248 West 35th Street
10th Floor
New York. NY 10001

11-3451703

501(c)(3)

$6,000 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

Foundation for lnd1v1dualRights in Education


(FIRE)
601 Walnut Street
Suite 510
Philadelphia, PA 19106

04-3467254

George Washington University


Regulatory Studies Center
805 21st Street. NW, Suite 612
Washington, DC 20052

(a)
Name and Address of
Organization or
Government

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

Donors Trust, Inc. 52-2166327

72

Sch I, Grants to Organizations and lndv1duals in the U S


Part II, Grants to Or9_anlzatlons and Governments in the U.S.
(a)
Name and Address of
Orgamzallon or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543

27-2894856

501(c)(3)

Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316

95-3298239

Amencan Enterpnse lns!Jtute


1150 Seventeenth Street, NW
Washington, DC 20036

(d)
Amount of
Cash Grant

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$2,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$200 00

NIA

Cash

NIA

for general operations

53-0218495

501(c)(3)

$1,000 00

NIA

Cash

NIA

for aeneral ooerations

Manhattan Institute for Pohcy Research


52 Vanderbilt Avenue
New Yori<, NY 10017

13-2912529

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

World Monuments Fund


350 Fifth Avenue
Suite 2412
NewYorl<,NY 10118

13-2571900

501(c)(3)

$20,000 00

NIA

Cash

NIA

for general operations

Central Park Conservancy


14 East 60th Street
New Yori<, NY 10022

13-3022855

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

lnslltute for Justice


901 North Glebe Road
Suite 900
Ar11noton,VA 22203-1854

52-1744337

501(c)(3)

$500 00

NIA

Cash

NIA

for general ooerations

NIA

to support research on wood


biomass and Bootleggers and
Baptists

PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718

81.0393444

501(c)(3)

$5,000 00

NIA

Cash

(h)
Purpose of
Grant or
Assistance

Schedule I (Form 990 or 990-EZ) 2013

73

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Organizations

and Governments in the U.S.


(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$50,000 00

NIA

Cash

NIA

to support a postdoctoral
fellowsh10

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general ooerat1ons

94-2763845

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general ooerat1ons

8111
of Rights lnsbtute
200 North Glebe Road
Suite 200
Artington, VA 22203

48--0891418

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Cato lnsbtute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Compebt1ve Enterpnse lnsbtute


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$1,000 00

NIA

Cash

NIA

for the Paycheck Protection


campaign

Foundation for Economic Education


1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309

13-6006960

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general ooerabons

Fund for Amencan Studies


1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009

13-6223604

501(c)(3)

$500 00

NIA

Cash

NIA

for the matchinQ camoa1gn

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

Jack Miller Center for Teaching Amenca's


Founding Pnnc,ples and History
3 Bala Plaza West
Suite 401
Bala Cvnwvd. PA 19004

26-1147689

501(c)(3)

Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503

38-2926822

Atlas Economic Research Foundation


1201 L Street, NW
2nd Floor
Washington, DC 20005

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

74

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(a)
Name and Address of
Organization or
Government

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$1,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$1,500 00

NIA

Cash

NIA

for general operations

52-1744337

501(c)(3)

$1,200 00

NIA

Cash

NIA

for general operations

Manhattan Institute for Pohey Research


52 Vanderbilt Avenue
New York, NY 10017

13-2912529

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433

54-1436224

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

State Polley Network


1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108

57-0952531

501(c)(3)

$1,250 00

NIA

Cash

NIA

for neneral operations

Metanexus Institute
252 7th Avenue
Apartment8X
New York, NY 10001

23-2977021

501(c)(3)

$6,000 00

NIA

Cash

NIA

for general operations

Manhattan Institute for Polley Research


52 Vanderbilt Avenue
New York, NY 10017

13-2912529

501(c)(3)

$10,000 00

NIA

Cash

NIA

to support Standpoint
magazine

(b)
EIN

(c)
IRC
Section 1f
Applicable

Independent Institute
100SwanWay
Oakland, CA 94621-1428

94-3008370

501(c)(3)

Institute for Humane Studies


3351 Fa1rfax Dnve
MSN1C5
Arlington, VA 22201

94-1623852

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

75

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S

Part II, Grants to OIJJ_anizatlons and Governments In the U.S.


(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpllon of
Non-Cash
Assistance

$45,000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

23-7432162

501(c)(3)

$2,000 00

NIA

Cash

N/A

for general operations

Future of Freedom Foundation


11350 Random Hiiis Road
Suite 800
Faufax, VA 22030

74-2543375

501(c)(3)

$1,000 00

NIA

Cash

NIA

for general operations

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

501(c)(3)

$2,000 00

NIA

Cash

NIA

for general operations

Institute for Humane Studies


3351 Fairfax Drive
MSN 1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

(b)
EIN

(c)
IRC
Section 1f
Applicable

Conservative Agenda ProJect


1025 Thomas Jefferson Street, NW
Suite 110G
Washington, DC 20007

26-4029303

501(c)(3)

Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718

38-2926822

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

(a)
Name and Address of
Organization or
Government

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

76

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S
Part II, Grants to 0!9anlzations and Governments in the U.S.

(h)
Purpose of
Grant or
Assistance

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

$6.000 00

NIA

Cash

NIA

for general operations

501(c)(3)

$1.000 00

NIA

Cash

NIA

for general operations

53-0218495

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

Atlas Economic Research Foundahon


1201 L Street, NW
2nd Floor
Washington, DC 20005

94-2763845

501(c)(3)

$5,000 00

NIA

Cash

N/A

for general operations

Bill of Rights lnsutute


200 North Glebe Road
Suite 200
Arlington, VA 22203

48-0891418

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Cato lnsutute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403

23-7432162

501(c)(3)

$10,000 00

N/A

Cash

NIA

for i:ieneral operations

Foundation for Economic Education


1718 Peachtree Street. NW
Suite 1048
Atlanta. GA 30309

13-6006960

501(c)(3)

$1.000 00

NIA

Cash

NIA

for general operations

Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999

23-7327730

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

The Bakken
3537 Zeneth Ave South
Minneapolis, MN 55416-4623

51-0175508

501(c)(3)

Freedom Works Foundabon


400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564

52-1526916

Amencan Enterpnse Institute


1150 Seventeenth Street. NW
Washington, DC 20036

(d)
Amount of
Cash Grant

Schedule I (Form 990 or 990-EZ) 2013

77

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grants to Organizations and Governments in the U.S.

(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Descnpt1on of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c){3)

$10,000 00

NIA

Cash

NIA

for general operations

Ludwig Von Mises Institute


518 West Magnolia Avenue
Aubum, AL 36832-4501

521263436

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Massachusetts General Hospital - Infectious


Disease 01v1s1on
University Park, 65 Landsdowne St, Rm 419
Cambndge, MA 02139

04-1564655

501(c){3)

$10,000 00

NIA

Cash

NIA

for such work as Martin S


Hirsch, MO may specify

National Center for Polley Analysis


12770 Coit Road
Suite 800
Dallas, TX 75251-1339

75-1804932

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general ooerat1ons

Rockefeller University
1230 York Avenue
New York, NY 10021

13-1624158

501(c)(3)

$10,000 00

NIA

Cash

NIA

for general operations

Tax Foundation
529 14th Street, NW
Suite 420
Washington, DC 20045

52-1703065

501(c){3)

$10,000 00

NIA

Cash

NIA

for 11eneraloperations

Freedom Works Foundation


400 North Capitol Street. NW
Suite 765
Washington, DC 20001-1564

52-1526916

501(c){3)

$5,000 00

NIA

Cash

NIA

for general operations

Hillsdale College
33 East College Street
Hillsdale, Ml 49242

38-1374230

501(c)(3)

$1,500 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

78

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U S.

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(e)

(d)
Amount of
Cash Grant

Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Institute for Justice


901 North Glebe Road
Suite 900
Arlington, VA 22203-1854

52-1744337

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

Institute for Humane Studies


3351 Fa1rfax Dnve
MSN 1C5
Arlington, VA 22201

94-1623852

501(c)(3)

$2,500 00

NIA

Cash

NIA

for general operations

Future of Freedom Foundation


11350 Random Hills Road
Suite 800
Fairfax, VA 22030

74-2543375

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Ludwig Von Mises Institute


518 West Magnolia Avenue
Auburn, AL 36832-4501

52-1263436

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Independent lnslltute
100SwanWay
Oakland, CA 94621-1428

94-3008370

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$250 00

NIA

Cash

NIA

for general operations

Austin Institute for the Study of Family and


Culture
1611 West Avenue
Austin, TX 78701

46-2082757

501(c)(3)

$99,000 00

NIA

Cash

N/A

for general operations

James Randi Educational Foundation


7095 Hollywood Boulevard
#1170
Los Angeles, CA 90028

65-0649443

501(c)(3)

$8,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

79

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals m the U S
Part II, Grants to Organizations

and Governments In the U.S.

(a)
Name and Address of
Organization or
Government

New York Academy of Sciences


7 World Trade Center
250 Greenwich Street, 40th Floor
New York, NY 10007-2157

(b)
EIN

(c)
IRC
Section 1f
Applicable

13-1773640

501(c)(3)

(d)
Amount of
Cash Grant

$8,000 00

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Descnpt1on of
Non-Cash
Assistance

NIA

Cash

NIA

for general operations

(h)
Purpose of
Grant or
Assistance

President and Fellows of Harvard College


79 John F Kennedy Street
Taubman 306
Cambndge, MA 02138

04-2103580

501(c)(3)

$5,000 00

NIA

Cash

NIA

for the Program on


Educational Polley and
Governance

Center for Independent Thought


1420 Walnut Street
Suite 1011
Philadelphia, PA 19102

52-0945376

501(c)(3)

$2,500 00

NIA

Cash

NIA

to support Stossel in the


Classroom

Fnends of Israel Center for Social & Economic


Progress
100 Front Street
Suite 945
West Conshohocken, PA 19428

13-3129249

501(c)(3)

$4,993 00

NIA

Cash

NIA

for general operations

Middle East Forum


14 East 60th Street
Suite 1001
New York, NY 10022

23-7749796

501(c)(3)

$2,500 00

NIA

Cash

NIA

to support the Gatestone


Institute

Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036

13-2943020

501(c)(3)

$5,000 00

NIA

Cash

NIA

to support the Alliance for


Charitable Reform

Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403

23-7432162

501(c)(3)

$5,000 00

NIA

Cash

NIA

for general operations

Institute for Educational Advancement


625 Fair Oaks Avenue
Suite 285
South Pasadena, CA 91030-5836

95-4695698

501(c)(3)

$760,000 00

NIA

Cash

NIA

for scholarships

Schedule I (Form 990 or 990-EZ) 2013

80

Donors Trust, Inc. 52-2166327


Sch I, Grants to Organizations and lndv1duals 1nthe U S

Part II, Grants to Organizations and Governments in the U.S.


(a)
Name and Address of
Organization or
Government

(b)
EIN

(c)
IRC
Section 1f
Applicable

(d)
Amount of
Cash Grant

(g)

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

Description of
Non-Cash
Assistance

(h)
Purpose of
Grant or
Assistance

Cause of Action
1919 Pennsylvania Avenue NW
Suite 650
Washington, DC 20006

45-2805977

501(c)(3)

$2,000,000 00

NIA

Cash

NIA

for general operations

Mercatus Center, GMU


George Mason University
3351 North Fairfax Dnve, 4th Floor
Ar1mgton, VA 22201-4433

54-1436224

501(c)(3)

$1,000,000 00

NIA

Cash

NIA

for general ooerat1ons

Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316

95-3298239

501(c)(3)

$500 00

NIA

Cash

NIA

for general operations

Lucy Bums lnsbtute


301 South Bedford Street
Suite 6
Madison, WI 53703-9691

20-8036372

501(c)(3)

$25,000 00

NIA

Cash

NIA

for general ooerallons

Compet1bve Enterpnse Institute


1899 L Street, NW
Floor 12
Washington, DC 20036-3804

52-1351785

501(c)(3)

$15,000 00

NIA

Cash

NIA

for general operations

llhno1sPolley Institute
190 South LaSalle Street
Suite 1630
Chicago, IL 60603

41-2057028

501(c)(3)

$100,000 00

NIA

Cash

NIA

for general ooerat1ons

Yellowstone Park Foundation


222 East Mam Street
Suite 301
Bozeman, MT 59715

83-0311166

501(c)(3)

$30,000 00

NIA

Cash

NIA

or the evaluation and


protection of cutthroat trout m
Slough Creek

Center for lnd1v1dualRights


1233 20th Street, NW
Suite 300
Washington, DC 20036-1609

52-1600481

501(c)(3)

$300,000 00

NIA

Cash

NIA

for general operations

Schedule I (Form 990 or 990-EZ) 2013

81

Donors Trust, Inc 52-2166327


Sch I, Grants to Organizations and lndv1duals in the U.S

Part II, Grants to Or_g_anizations


and Governments In the U.S.
(a)
Name and Address of
Organization or
Government

ProJect Liberty, Inc


109 North Henry Street
Alexandria, VA 22314-2903

(b)
EIN

(c)
IRC
Section 1f
Applicable

27-3542181

501(c)(3)

(d)
Amount of
Cash Grant

$5,000 00

(e)
Amount of
Non-Cash
Assistance

(f)
Method of
Valuation (book, FMV,
appraisal,
other)

(g)
Description of
Non-Cash
Assistance

NIA

Cash

N/A

(h)
Purpose of
Grant or
Assistance

for the PoFR

Schedule I (Form 990 or 990-EZ) 2013

Trust,
Inc.
52-2166327
to Individuals in the United States. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 22.
Part Ill can be duplicated if additional space is needed.

Schedule I (Form 990) (2013)

Donors

IPart Ill IGrants and Other Assistance


(a) Type of grant or assistance

(b) Number of
rec1p1ents

(di Amount of
non-cash assistance

(c) Amount of
cash grant

Page 2

(f) Dascnptlon of non-cash ass1stanca

(e) Method of valuation (book,


FMV, appraisal, other)

2
3

4
5
6
7

[PartIv]
Pt_!

Supplemental Information. Provide the information required in Part I, line 2, Part Ill, column (b), and any other additional information.

Line_2

______

The_Or.9anization

I Line_2

______

q_rantee_c!9)'.ees

Pt_!

Line_2

______

are_made

Pt_!

Line_2

______

oversi.9ht

I Line_2

______

a_pplicable

Line_2

______

Grantees

must

I Line_2

______

an_y_u,pe

of_policital

Pt

Pt
Pt_!
Pt

sends
grant

to_U.S.

funds

recipient_a

will_not_be

_p).lblic_charities.

provided
to

each_q_rant

such

by_ United
charities.

ag:ree_that_g;:ant

used_to

letter

stating:

benefit

_In

some cases,

funds

are

not

a1!Ydis_gualifiedyerson._

o~ 3 nization_relies

__ In most_cases,_the
States_and_individual

b_y_cashin.9_the_q_rant

states'_rules
a_report
to_be

of

use

and
of

used_for_lobbyj.ng:

funds

check _________
All_g;:ants

______

!:!E_On_the____________
regulations
is

______________

req_uested.

_
_
_
_

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

or _____________________

activiu,~----------------------------------------------------

BAA

Schedule I (Form 990) (2013)


TEEA3902

07/12/13

Compensation Information

OMB No 1545-004 7

11:orcertain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
.,. Complete if the organization answered 'Yes' on Form 990, Part IV, line 23
.,. Attach to Form 990. .,. See separate instructions.
.,. Information about Schedule J (Form 990) and its instructions is
at www.irs.gov/form990.

2013

SCHEDULE J
(Form 990)

Department of the Treasury


Internal Revenue SeMce

Name of the orgamzabon

Open to Public
Inspection

Employer 1denbficabon number

52-2166327

Donors Trust
Inc.
!Part I j Questions Regarding Compensation

Yes

No

1 a Check the appropnate box(es) 1fthe organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items.

OHousing allowance or residence for personal use


OPayments for business use of personal residence
OHealth or social club dues or initiation fees

O First-class or charter travel


OTravel for companions

OTax indemnification and gross-up payments


O Discretionary spending account

0Personal

services (e.g., maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organization follow a wntten policy regarding payment or
reimbursement or prov1s1onof all of the expenses descnbed above? If 'No,' complete Part Ill to explain . . . . . .
2
3

1b

Did the organization require substantiation pnor to reimbursing or allowing expenses incurred by all officers, directors,
.
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? ........

Indicate which, 1fany, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part Ill.

[8]Compensation committee

Owntten

O Independent compensation consultant

Ocompensat1on

[8]Form 990 of other organizations

(8]Approval by the board or compensation committee

employment contract
survey or study

Dunng the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization
or a related organization

r---t---t--

a Receive a severance payment or change-of-control payment? . . . . . . . . . . . .

4a

b Part1c1patein, or receive payment from, a supplemental nonqualified retirement plan?

4b

x
x

c Part1c1patein, or receive payment from, an equity-based compensation arrangement?

4c

. . . . . . . . . . .

5a

b Any related organization?. . . . . . . . .

5b

x
x

If 'Yes' to any of Imes 4a-c, list the persons and provide the applicable amounts for each item in Part Ill.
Only section 501(c)(3) and 501(c)(4) organizations
5

must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
a The organization?

If 'Yes' to line Sa or Sb, descnbe 1nPart Ill


6

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of.
. . . . . . . . . . . .

6a

b Any related organization?. . . . . . . . .

6b

x
x

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not descnbed in Imes Sand 6? If 'Yes,' descnbe in Part Ill .................

Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subJect
to the initial contract exception descnbed in Regulatlons section S3.49S8-4(a)(3)?
If 'Yes,' descnbe in Part Ill .....................................

a The organization?

If 'Yes' to line 6a or 6b, descnbe in Part 111.


7
8

If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section S3.49S8-6(c)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

BAA For Paperwork Reduction Act Notice, see the Instructions

for Form 990.

TEEA4101

07/08/13

9
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013

W,Tr;t1111
Officers,

Donors

Trustt

52-2166327

Inc.

Page 2

Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (1)and from related organizat1ons, described in the instructions on
row (11).Do not list any 1nd1v1duals
that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(1)-(1ii)for each listed 1nd1v1dual
must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable columns (D) and (E) amounts for that individual.

(B) Breakdown
of W-2and/or1099-MISC
compensation
(A) Name and Title

(I) Base
compensation

(II) Bonus and


incentive

compensation

Whitney

& CEO

e_resident
Jeffrey
2 CFO,

Ball

C.

Zysik

Sec-Treas.

L _ 1 fl9_,.QQ.O_,__
(ii) I
Q_.
__
(il L _ 16..2_,15..0....,
(iil I
Q_.
(i)

(i)

1-- - - - - - -

(C) Retirement
and other
deferred
compensation

(Ill) Other
reportable

compensation

30Loo.QLJ _____
o_J_ _
2sLoo.QLJ _____

o_._i _
- - - - - - - -1- - - -

(0) Nontaxable
benefits

o.t __ 21,900] ______


o.
o.
o.1 __ 1s,77SJ ______
_Q.
]_
_
JL I _
-

+ - - - - - - - ~-

o.
o.
o.

_ o.

- - - - - - - r-

(ii)
(i)
(ii)

I- - - - - - - -

---------1--------

(i)
(ii)

I- - - - - - - -

-------~--------r---------1--------

(i)
(ii)

I- - - - - - - -

-------~--------r---------1--------

(ii)

00

(ii)

_ 240,900j-----0.

0.

_ 206,525j-----0.
- - - - - -

0.
0.
0.

- - - - - - - -

---------1--------

-------~--------r-------~--------

(i) I- - - - - - - -

m i---------~-------~--------+-------~--------r-------~--------

(i)

1--------

10

(i) I- - - - - - - (ii)

11

(ii)

12

(ii)

13

(ii)

14

(ij
pij

15

00

16

(ii)

(i) I- - - - - - - (i) I- - - - - - - -

(i) I- - - - - - - -

---------1--------

---------t--------

---------1--------

---------1--------

---------1--------

---------t--------

---------1--------

---------t--------

1--------~-------~--------+-------~--------r-------~--------

ml--------~-------~--------+-------~--------~-------~--------

(i)

BAA

(E) Total of
(F) Compensation
columns(B)(1)-(D)
reported as
deferred in prior
Form 990

1--------

-------~--------r---------1-------TEEA4102

07/08/13

Schedule J (Form 990) 2013

Donors Trust
f Partlll ] Supplemental Information
ScheduleJ(Form990)2013

Inc.

Page 3

52-2166327

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, Sa, Sb, 6a, 6b, 7, and 8, for Part II. Also
complete this part for any additional information.

BAA

Schedule J (Form 990) 2013


TEEA4103

07/08/13

SCHEDULE M
(Form 990)

OMB No 1545-0047

Noncash Contributions
Complete if the organizations

Department of the Treasury


Internal Revenue SeMce

Donors

52-2166327

Inc.

of Property
(a)
Check 1f
applicable

Art - Works of art

(c)
Noncash contnbut1on
amounts reported
on Form 990,
Part VIII, line 1g

(b)
Number of
contnbutions or
,terns contnbuted

(d)
Method of determining
noncash contnbut1on amounts

....

Art - H,stoncal treasures.

Art - Fractional interests .

Books and publications . .

Clothing and household goods

Cars and other vehicles

Boats and planes. . . . . .

Intellectual property. . . .

Secunt1es - Publicly traded

10

Secunties - Closely held stock .

11

Secunt,es - Partnership, LLC, or trust interests.

12

Secunt1es - Miscellaneous . . . . . .

13

Qualified conservation contribution .....


H1stonc structures ....

14

Qualified conservation contnbut,on - Other.

15

Real estate - Res1dent1al.

16

Real estate - Commercial

17

Real estate - Other

18

Collectibles . . . . . . . .

19

Food inventory . . . . . .

20

Drugs and medical supplies

21

Taxidermy .....

51

15 140 826.

Fair

market

value

.....

....

..

22

H1stoncal artifacts

23

Sc1ent1ficspecimens .

24

Archeolog,cal artifacts

25

Other._

26

Other._

27

Other._

28

Other._

(
(

29

Number of Forms 8283 received by the organization dunng the tax year for contnbut1ons for which the
organization completed Form 8283, Part IV, Donee Acknowledgement ...............

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

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

)
)
)
)

.....

29

I
Yes

30a Dunng the year, did the organization receive by contnbut,on any property reported m Part I, Imes 1-28, that 11must
hold for at least three years from the date of the initial contnbut1on, and which 1snot required to be used for exempt
. ......
purposes for the entire holding penod? . . . . . . .........................

. ..

,_

b If 'Yes,' descnbe the arrangement in Part II.


31

Employer Identification number

Trust

!ITypes

Open To Public
Inspection

is at www.irs.govHorm990.

Name of the orgamzabon

!Part I

2013

answered 'Yes' on Form 990, Part IV, lines 29 or 30.

Attach to Form 990.


Information about Schedule M (Form 990) and its instructions

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
....
. . . . . . .............
noncash contnbutions? . . . . . . . . . . .

.....

. . . . . . .. . . . . . .

~---

_J

-~

I__J

30a

No

31

32a

b If 'Yes,' descnbe m Part II.


33

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
descnbe m Part II.

BAA For Paperwork Reduction Act Notice, see the Instructions

for Form 990.

TEEA4601 09/06113

Schedule M (Form 990) 2013

--------

Donors Trust,
Inc.
52-2166327
Page2
Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether
the organization 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.

ScheduleM(Forrn990)2013

RBiitllll
Supplemental

Pt_!

Line_32b

____

This

is

the

number

used

Pt

I col(b)

Pt

I col (b) _____

donor_on

a_p}lrticular_date.

Pt _I col (b) _____

securities

if_received

BAA

_____

Financial_institutions/brokers
of_contributions
_M~
on_same

TEEA4602 06127/13

to

sell

received
consist
date

of

as _part

marketable
from

a un~~e

numerous
of

securities

same

____

_________

different
contribution.

______
____

_
_
_
_

Schedule M (Form 990) 2013

OMS No 1545-004 7

SCHEDULE O

Supplemental Information to Form 990 or 990-EZ

(Form 990 or 990-EZ)

Complete to provide information for responses to specific questions on


Form 990 or 990-EZ or to provide any additional information.
~ Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is
at www.irs.gov/form990.

Department of the Treasury


Internal Revenue SeMce

2013
Open to Public
Inspection

Employer ldentrflcabon number

Name of the organizabon

I52-2166327

Donors

Trust

Inc.

P!

VI,

LiQe }9 ___

IF

Pt

VI,

LiQe

19 ___

REGULATION

OR OTHER ADMINISTRATIVE

Pt

VI,

LiQe

19 ___

REQUEST_AT

ORGANIZATION'S

REQUIRED_TO

BE DISCLOSED_BY

APPLICABLE
RULE,

STATUTE, ________________
AVAILABLE

BY--------------

OFFICE.-----------------------------

J'!

VIL _LjQe

llb

__ FORM 990

J'!

VI,

Line

llb

__ IN ADDITION,

FORM 990

J'!

VI,

Line

llb

__ AND_OFFICERS

SHORTLY AFTER FILING

_?t VI,

Line

llb

__ COMMENTS. IF

ANY ISSUES_ARE_RAISED,_APPROPRIATE

_?t VI,

Line

llb

__ REMEDIAL ACTION

VI,

Line

llb

__ FORM 900_IF_NECESSARY.

VI,

Line

3 ____

SOME_PROGRAMS LISTED

Pt

VI,

Line

3 ____

DIRECT

J'!

VI,

LjQe

3 ____

RESEARCH,

J't

VI,

Line

3 ____

PROGRAMS IS_THE_RESPONSIBILITY

OF AN INDEPENDENT

Pt

VI,

Line

3 ____

THE_PROGRAM WHO_HAS_EXPERIENCE

& EXPERTISE

J't

VI,

Line

3 ____

ACTIVITY.

VI,

Line

3 ____

0RGANIZATION'S

VI,

Line

3 ____

CONTRACTOR IS

VI,

Line

12c __ THE_ORGANIZATION

VI,

Line

12c __ ATTEST

Pt

VIL

Line

15a __ THE_ORGANIZATION

Pt

VI,

Line

15a __ OF INDEPENDENT

Pt

VIL

Line

15a __ ANNUAL BASIS

AFTER REVIEWING

COMPARABLES _______________________

Pt

VIL

Line

15b __ SEE_RESPONSE

FOR PT_VI..1_LINE

15A _____________________________

Pt

VI-C,_

Line_l

7 _AK..1AL, AR, AZL CA, CO, CT, DCLFL, GA, HI, ILL KS, KY, MA, MDLME..1
_______________

Pt

VI-C,_

Line_l

7 _MI, MN, MO, MS, NC, ND, NH, NJLNM..1NY, OH, OKLOR..1PA, RI, SCLTN, _______________

Pt

VI-C,

Line

Pt
J't

Pt
J't
Pt
J't

17

REVIEWED BY PRESIDENT

IS

SUPERVISION

IS

TAKEN,

& CFO PRIOR

DISTRIBUTED

INCLUDING_FILING

REVIEW AND------------__________________

AN AMENDED--------------

------------------------------------AT_PART _III

USE_INDEPENDENT

EACH OF THESE_CONTRACTORS_IS
OFFICERS._

CONTRACTORS. _______

CONTRACTORS CARRYING OUT _________

AND OTHER ACTIVITY

TM._

_____________

TO_ALL_BOARD MEMBERS-----------

FOR THEIR

OF INDEPENDENT

WRITING

TO FILING.

ASSOCIATED_WITH

CERTAIN ________

CONTRACTOR MANAGING__ _

IN THE AREA OF RESEA8~H

DIRECTLY_SUPERVISED

OR __

BY THE ____

THE PROGRAM WITH INDEPENDENT-------------

SEE PART_II,_LINE

4 FOR DESCRIPTION.

____________

TO ____________

ON AN ANNUAL BASIS ____________

ASKS EACH BOARD MEMBER AND_OFFICER

TO COMPLIANCE WITH THE POLICY

HAS A COMPENSATION_COMMITTEE
BoD MEMBERS THAT_APPROVES

COMPRISED ____________

SALARIES

ON AN____________

_
_

UT,VA,WA,WI,WV.

BAA For PaperworkReductionAct Notice,seethe Instructionsfor Form990or 990.EZ.

TEEA4901

09/09/2013

Schedule O (Form 990 or 990-EZ) 2013

OMB No 1545-0047

SCHEDULER

Related Organizations and Unrelated Partnerships

(Form 990)

Department of the Treasury


lntemal Revenue Service

2013

Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990. See separate instructions.
lnforrnation about Schedule R (Form 990) and its Instructions is at www.lrs.gov1form990.

Open to ~ubllc
Jnspectlon

Name of the organlzaUon

Donors

IPart I

Trust,

Employer Identification number

Inc.

52-2166327

j Identification of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV, line 33.

{a)
Name, address, and EIN (1fapplicable) of disregarded entity

(1) Donors

Trust.L.

__ 109 N Hena_
__ AlexandriiJ..,_
27-0704085

(b)
Prrmary activity

(c)
Legal dom1c1le(state
or foreign country)

(d)
Total income

(f)
Direct controlling
entity

(e)
End-of-year assets

LLC ___________________

St--------------------VA 22314 _________________

Inactive

(2) Talent
Market,_
LLC -----------------__ 109 N Hena_ St--------------------__ Alexandria,_
VA 22314 _________________
27-0685825

Provide

aclm1n1strative

suooort

services

MD

Donors Trust

Inc.

MD

Donors Trust

Inc.

(3) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

------------------------------------------------------------------IPart II I
one or more related tax-exempt organizations during the tax year.
Name, address, and

t)

(b)
Prrmary activity

IN of related organization

(c)
Legal dom1c1le(state
or foreign country)

(d)
Exempt Code
section

(e)
Public charrty status
(if section 501(c)(3))

(f)
Direct controlling
entity

Yes

J'l_lDonors

CaQti tal
Fund_,__Inc. ______
_ _ PO Box 13 0 5 _________________
__ Alexandria,
VA 22313 __________
54-1934032
J21Pro_ject Libert::l.,_ Inc. __________
__ 109 N_Henry_ St _______________
__ Alexandria,
VA 22314 ___________
27-3542181

Direct
lnroaram

J~--------------------------

----------------------------1
----------------------------

(g)
Sec512(b)(13)
controlled
entity?

Grant

making

charitable
activitv

No

MD

501 lcl 131

5091al Ill Tvne 1 SO NIA

DE

501 lcl 131

509lal 11\ Tvne 1 SO NIA

'
I

J~--------------------------

------------------------------------------------------BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.

TEEA5001

06/26/13

Schedule R (Form 990) 2013

Donors

ScheduleR(Form990)2013

(iir.tlfl

Trust,

Inc.

52-2166327

Page2

Identification of ReJated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.
(b)
Pnmary activity

(a)
Name, address, and EIN of
related organization

(c)
Legal
domicile
(state or
foreign
country)

(d)
Direct
controlling
entity

(e)
Predominant
income
(related.unrelated,
excludedfromtax
undersections

(f)
Share of total
income

(g)
Share of
end-of-year
assets

512-514)

(h)
Disproport1onate
allocations?
Yes

No

(I)
Code V-UBI
amount in box
20 of Schedule
K-1 (Form
1065)

0)
General or
managing
partner?
Yes

(k)
Percenta~e
ownershp

No

J1l - - - - - - - - - - - - -

----------------------------J21- - - - - - - - - - - - -

----------------------------J31- - - - - - - - - - - - -

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

mem11~
Identification
1

of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered 'Yes' on Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

Name, address, and

t)

IN of related organization

(b)
Primary act1v1ty

(c)
Legal domicile
(state or foreign
country)

(d)
Direct
controlling
entity

(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of
total income

(g)
Share of end-ofyear assets

(I)
(h)
Percenta~e Sec 512(bl(13)
ownershp controlledentity?
Yes

No

(1) -----------------------

------------------------------------------------(2) - - - - - - - - - - - - - - - - - - - - - - -

------------------------------------------------(3) - - - - - - - - - - - - - - - - - - - - - - -

------------------------------------------------BAA

TEEA5002

06/27/13

Schedule R (Form 990) 2013

Donors

ScheduleR(Form990)2013

IPart V ITransactions

Trust,

Inc.

Page 3

52-2166327

With Related Organizations Complete if the organization answered 'Yes' on Form 990, Part IV, line 34, 35b, or 36.
Yes

Note. Complete line 1 1fany entity 1slisted in Parts II, Ill, or IV of this schedule
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

--

--

a Receipt of (i) interest (II) annu1t1es(Ill) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . , . . , .

1a

b Gift, grant, or capital contnbution to related organization(s) ............................................

1b

c Gift, grant, or capital contribution from related organization(s)


d Loans or loan guarantees to or for related organization(s)

, , ..

, , , , , , , , ,

.........................................................
, ,

1d

, , . , ,

1e

, ...

e Loans or loan guarantees by related orgamzation(s) ...........................

, ...

, , ...

, ....

, ..

, , ...

..

x
x

, ....

g Sale of assets to related organizat1on(s) .........................................................

, ...
, ........

h Purchase of assets from related organizat1on(s) ........................................................

....

I Exchange of assets with related orgamzat1on(s) .......................................................

, ...

, ...

, ....

, ...

1I

, , ..

, , .

1J

k Lease of fac11it1es,equipment, or other assets from related orgamzat1on(s) .................................................


I Performance of services or membership or fundra1smg solic1tat1onsfor related orgamzat1on(s) ...............................

1h

, ..

, .

--

n Sharing of facilities, equipment, mailing lists, or other assets with related orgamzat1on(s) .........................................

10

, ..

-p Reimbursement paid to related orgamzat1on(s) for expenses ..........................................................


q Reimbursement paid by related orgamzat1on(s) for expenses ......................................................

--

-r Other transfer of cash or property to related organizat1on(s) ..........................................................

1r

s Other transfer of cash or property from related orgamzat1on(s) ........................................................

1s

- No controlled

entities

as

defined

bv IRC sec

512

x
x
x

x
--

_J

1p
1q

, , .

If the answer to any of the above 1s'Yes,' see the 1nstruct1onsfor 1nformat1onon who must complete this line, including covered relat1onsh1psand transaction thresholds.
(b)
(c)
(a)
Transaction
Amount involved
Name of related organization
type (a-s)

1n

, .

o Shanng of paid employees with related orgamzat1on(s) ..........................................................

(1)N/A

1m

m Performance of services or membership or fundra1sing solicitations by related orgamzat1on(s) .........................................

~I

--

1k
11

, ...

, ...

x
x
x
x
x

1g

, , ...

Lease of facilities, equipment, or other assets to related organizat1on(s) ................................

1f

, ,
, .

__J

--

--

f Dividends from related orgamzatlon(s) .....................................................

x
x

1c

...............................................

No

[___J

x
x

(d)
Method of determining
amount involved

(b) (13)

(2)
(3)

(4)
(5)
(6)

BAA

TEEA5003

06/27/13

Schedule R (Form 990) 2013

ScheduleR(Form990)2013

Donors

Trustr

Inc.

Page

52-2166327

IBi"'r.t\~11
Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activ1t1es(measured by total assets or gross
revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity

(b)
Pnmary act1v1ty

(c)
Legal dom1c1le
(state or foreign
country)

(f)
(d)
(e)
Areall partners
Share of
Predominant
income
section
total income
501(c)(3)
(related. unrelated, excluded
organizations?
from tax under
section 512-514) Yes
No

(g)
Share of
end-of-year
assets

(h)
D1sproport1onate
allocat1ons?
Yes

No

0)

(i)
CodeV-UBI
amount in box
20 of Schedule
K-1
Form (1065)

General or
managing
partner?

Yes

(k)
Percentage
ownership

No

(1) _______________

--------------------------------(2) - - - - - - - - - - - - - - -

--------------------------------(3) - - - - - - - - - - - - - - -

--------------------------------~----------------------------------------------(5) - - - - - - - - - - - - - - -

--------------------------------~----------------------------------------------(7) - - - - - - - - - - - - - - -

--------------------------------(8) - - - - - - - - - - - - - - -

--------------------------------BAA

TEEA5004

06/27/13

Schedule R (Form 990) 2013

Donors Trust,
Inc.
52-2166327
Information
Provide additional information for responses to questions on Schedule R (see instructions).

Schedule R (Form 990) 2013

Page 5

IPart.VII ;j Supplemental

BAA

TEEASOOS 06/27/13

Schedule R (Form 990) 2013

Donors Trust, Inc.

52-2166327

Schedule O (Form 990), Supplemental Information to Form 990


Fonn 990, Page 2, Part Ill, Line 1 (continued)
Bnefly describe the organization's mission:

PERVASIVE
ANDRADICALNEEDS, INCLUDING
THOSERELATINGTO SOCIALWELFARE,HEALTH,
ENVIRONMENT,
ECONOMICS,GOVERNANCE,
FOREIGNRELATIONSANDARTS ANDCULTURE.

52-2166327

Donors Trust, Inc.

Supporting Statement of:

Form 990 p 9/Noncash

Amount

Description
Marketable

security

15,140,826.

contributions

15,140,826.

Total

Supporting Statement of:

Sch D, page

2/Part

V,

line

le

col

(a)

Amount

Description
Direct

program

7,766.

expenses

7,766.

Total

Supporting Statement of:

Sch D, page

2/Part

V, line

le

col

(b)

Amount

Description
Direct

program

1,657,333.

expenses

1,657,333.

Total

Supporting Statement of:

Sch D, page

2/Part

V,

line

le

col

(c)

Amount

Description
Direct

program

1,712,039.

expenses

1,712,039.

Total

Supporting Statement of:

Sch D, page

2/Part

V,

line

le

Description
Program
Total

related

direct

expenses

col

(d)

Amount
1,912,824.
1,912,824.

52-2166327

Donors Trust, Inc.

Supporting Statement of:

Sch

D, page

2/Part

V, line

le

Description
Program
Total

related

direct

expenses

col

(e)

Amount
976,327.
976,327.

Additional Information For Tax Return

52-2166327

Donors Trust, Inc.


!::_of!!_l
9_20_Q6~Line 17-~ __
See Schedule O for list of states.

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