Professional Documents
Culture Documents
Form
OMB No 1545-0047
2008
o p en to Public Ins pection I
Employer Identification Number
Donors Trust,
Inc.
Room/suite E
52-2166327
Telephone number
Number and street (or P O box if mail is not delivered to street addr)
specific
Instruc lions .
(703)
535-3563
F Name and address of principal officer Whitney L. Ball 109 North Henry Street Alexndria VA 22314
H(a) Is this a group return for affiliates' H(b) Are all affiliates included' if 'No,' attach a list (see instructions)
I J
K
X 501 (c)
( 3
(Insert no )
4947(a)(1) or
www. donorstrust. or
X Corporation Trust Association Other
Type of organization
L_ Year of Formation
19 9 9
I'M
Part I
1
'
Summa ry
THROUGH-EDUCATION,
E 2
SUPPORT CHARITIES & SPONSOR PROGRAMS WHICH ----------------------------RESEARCH_& PRIVATE INITIATIVES, -SOCIETY'S-MO S T PERVASIVE AND_ RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, -------------------------------------------------------_______ _______________G_O_V_ER_N_A_NC_E_,__FO_R_E I G_N__RE_L_A_TI_O_NS_A_N_D_A_R_T S _A_N_D_C_U_LT_U_R_E . _ ALLEV I ATE, Check this box In it the oraanlzatlon discontinued its operations or dlsoosed of more than 25% of its assets
Cal : a
U
3 4 5 6 7a b 8 9 10 11 12 13 14 15
Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1 b) Total number of employees (Part V, line 2a) Total number of volunteers (estimate if necessary) Total gross unrelated business revenue from Part VIII line 12, col umn (C) Net unrelated business taxable income from For 990 " C) Contributions and grants (Part VIII, line Ih ) Ik I , Program service revenue (Part VIII, line 2g ) ^ Investment income (Part VIII, column (A), lines , 44 and 7d) Other revenue (Part VIII, column (A), lines 5, 6d 8c , 9 rand - eJ^ 1, Total revenue - add lines 8 throu g h 11 (must e - ^' 2 Grants and similar amounts paid (Part IX , column (A), lines 1-3) Benefits paid to or for members (Part IX , column (A), line 4) Salaries , other compensation , employee benefits (Part IX , column (A), lines 5-10)
zj.
^^^Y 1
2009
608, 310.
337, 608. 13, 134,364. 5, 561, 648 . 308, 843.
552,242.
-160,925. 778. 11,026, 136. 9,427,072. 388, 184.
16a Professional fundraising fees (Part IX , column (A), line 1le) d 17 18 19 bg b Total fundraising expenses (Part IX , column (D), line 25) 1, Other expenses (Part IX , column (A), lines 11a-11d, 11f -24f) Total expenses Add lines 13-17 (must equal Part IX , column (A), line 25 ) Revenue less ex p enses Subtract line 18 from line 12 226,851. 802, 720. 6, 673,211. 6, 461,153. Be g innin g of Year 1, 435, 745. 11,251,001. -224, 865. End of Year
20
as 2 21 22
11,031,482 .
5, 262 . 11, 026, 220.
BAA For Privacy Act and Paperwork Reduction Act Notice, see the
Donors Trust, Inc. Form 990 2008 Statement of Program Service Accomplishments (see instructions) Part Ill.
1
52-2166327
Pa g e 2
Briefly describe the organization ' s mission SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE -----------------------------------------------------------------INITIATIVES,-SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS,-INCLUDING THOSE ---------------See Form 990 , Page 2, Part III, Line 1 kcontinued) - - _ - _ _ -------------------------------------------Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990 -EZ' n Yes No If 'Yes,' describe these new services on Schedule 0 Did the organization cease conducting , or make significant changes in how it conducts, any program services? Yes XX No If 'Yes,' describe these changes on Schedule 0. Describe the exempt purpose achievements for each of the organization ' s three largest program services by expenses Section 501(c)(3) and 501 (c)(4) organizations and section 4947( a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses , and revenue , if any, for each program service reported
9 , 754 , 098. including grants of $ ) (Expenses $ 4a (Code 9,221, 144 . ) (Revenue $ 9 ,557,401. ) DAF PROGRAM --A DONOR-ADVISED-FUND -(DAF)-PROGRAM-THAT ALLOWS-CONTRIBUTORS TO THE DAF TO ---------------------------------------------------------ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, -----------------------------------------------------------------RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, -----------------------------------------------------------------INCLUDINGTHOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, -----------------------------------------------------------------GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE ---------------------------------------------------------------PHILANTHROPYAND INDIVIDUAL GIVING AND RESPONSIBILITY AS - AN - ANSWER TO -------------SOCIETY'S-NEEDS,-AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. ----------------------------------------------------------------
4b (Code
) (Expenses
198, 622.
including grants of
225, 000. )
NEW PHILANTHROPY STUDIES (NPS) - THE PROJECT FOR NEW PHILANTHROPY ST[JDIES IS A PROGRAM OF DONORSTRUST -----------------------------------------------------------------THAT ENGAGES AND ENCOURAGES SCHOLARS-AND-PRACTITIONERS SEEKING TO BETTER - _ _ _ _ - - _ _ _ _------------------
UNDERSTAND THE ROLE OF VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL ----------------------------------------------------------------COOPERATION AND DISTRIBUTION-OF PRIVATE AND PUBLIC GOODS. -----------------------------------------------------------------
) (Expenses $ 381 , 815. including grants of $ $ 511, 850. ) 4c (Code* 0. ) (Revenue CENTER FOR COLLEGE AFFORDABILITY-AND-PRODUCTIVITY-(CLAP) --------------------------------------------------------------THE CENTER FOR COLLEGE AFFORDABILITY-AND-PRODUCTIVITY IS-A PROGRAM DESIGNED ------------------------TO RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATION, IN PARTICULAR, ISSUES --------------------------------------------------------------OF-PRODUCTIVITY,-EFFICIENCY,-ACCOUNTABILITY,-AND-TRANSPARENCY. -------------------------------------------------------------
4d Other program services. (Describe in Schedule 0 ) $ 623, 093 . including grants of 987. ) (Revenue $ (Expenses $ 10,957,628. (Must equal Part IX, Line 25, column (B) ) 4e Total program service expenses ^ $
535, 000.
BAA
TEEA0102
12/24/08
Donors Trust,
Inc.
52-2166327
Yes
Page 3
No
Part IV
1 2 3 4 5 6 7 8
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part 1 Section 501(cX3) organizations . Did the organization engage in lobbying activities' If 'Yes,' complete Schedule C, Part ll Section 501 (cx4), 501 (cx5), and 501 (cx6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part 111 Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part ll Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part Ill Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV Did the organization hold assets in term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25'' If 'Yes,' complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable
1 2 3 4 5 6 7 8
X X X X
X X X
9 10 11 12 13 14a 14b 15 16 17 18 19 20 21 22 23 X X X
10 11 12
Did the organization receive an audited financial statement for the year for which it is completing this return that was prepared in accordance with GAAP'z If 'Yes,' complete Schedule D, Parts Xl, XII, and Xlll 13 I s the organization a school described in section 170(b)(1)(A)(ii)' I f 'Yes,' complete Schedule E 14a Did the organization maintain an office, employees, or agents outside of the U S ' b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaki business, and program service activities outside the U S ' If 'Yes,' complete Schedule F, Part I 15 16 17 18 19 20 21 22 23 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or or entity located outside the United States? If 'Yes,' complete Schedule F, Part ll -.once to any organization
X X X X X X X X X X X X
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggrer ate grants or assistance to individuals located outside the United States? If 'Yes,' complete Schedule F, Part ill/ Did the organization report more than $15,000 on Part IX, column (A), line 1 le' If Yes,' complete Schedule G, Part 1 Did the organization report more than $15,000 total on Part VIII, lines lc and 8a` If 'Yes,' complete Schedule G, Part ll Did the organization report more than $15,000 on Part VIII, line 9a' If 'Yes,' cc ilplete Schedule G, Part 111 Did the organization operate one or more hospitals? If 'Yes,' complete Sched le H Did the organization report more than $5,000 on Part IX, column (A), line 17 If 'Yes, 'complete .,hedule 1, Parts land 1l Did the organization report more than $5,000 on Part IX, column (A), line 27 If Yes,' completr Schedule 1, Parts land 11l Did the organization answer 'Yes' to Part VII, Section A, questions 3, 4 .ir 57 If 'Yes,' complete Schedule J
24a Did the organization have a tax-exempt bond issue with an outstan',,ng principal amount of more than $100,000 as of the last day of the year, and that way 31, 2002? If 'Yes,' answer questions 24b-24d and complete Schedule K If 'No,'go to que" .,,,/ 25 b Did the organization invest any proce As of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an a crow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an '_)n behalf of' issuer for bonds outstanding at any time during the year? 25a Section 501(cX3) and 501 (cX4) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I b Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person from a prior year? If 'Yes,' complete Schedule L, Part I 26 27 BAA Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part ll Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial contributor, or to a person related to such an individual? If 'Yes,' complete Schedule L, Part Ill
X X X
TEEAO103
10/13/08
Donors Trust,
Inc.
52-21 66327
Page 4
Yes No
Part IV
28
continued
During the tax year, did any person who is a current or former officer, director, trustee, or key employee a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% in another entity (individually or collectively with other person(s) listed in Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV b Have a family member who had a direct or indirect business relationship with the organization? If 'Yes,' complete Schedule L, Part IV c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) doing business with the organization? If 'Yes,' complete Schedule L, Part IV
X X X
29 30
Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part 1 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part 11 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3'7 If 'Yes,' complete Schedule R, Part I Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts ll, Ill, IV, and V, line 1 Is any related organization a controlled entity within the meaning of section 512(b)(13)' If 'Yes,' complete Schedule R, Part V, line 2 Section 501(cX3) organizations . Did the organization make any transfers to an exempt non-charitable related organization' If 'Yes,' complete Schedule R, Part V, line 2 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If Yes,' complete Schedule R, Part VI
X X X X
31 32 33 34 35 36 37 BAA
TEEAO104
12/18/08
Donors Trust,
In
52-2166327
Page 5
Yes I No
1 Part V
Statements Regarding 0
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U S Information Returns Enter -0- if not applicable b Enter the number of Forms W-2G included in line la Enter -0- if not applicable
1a lb
52 0 lc X
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return . 2a 2b If at least one is reported on line 2a, did the organization file all required federal employment tax returns Note . If the sum of lines la and 2a is greater than 250, you be required to a-file this return (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If 'Yes' has it filed a Form 990-T for this year? If 'No,' provide an explanation in Schedule 0 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If 'Yes,' enter the name of the foreign country See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If 'Yes,' to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? 6a Did the organization solicit any contributions that were not tax deductible? b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization provide goods or services in exchange for any quid pro quo contribution of-more than $757 b If 'Yes,' did the organization notify the donor of the value of the goods or services provided7 c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 82827 I 7dl d If 'Yes,' indicate the number of Forms 8282 filed during the year e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract' f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? 8 Section 501 (cx3) and other sponsoring organizations maintaining donor advised funds and section 509(aX3) supporting organizations . Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 9 Section 501(cx3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966' b Did the organization make any distribution to a donor, donor advisor, or related person? 10 Section 501(c X 7) organizations. Enter 10a a Initiation fees and capital contributions included on Part VIII, line 12 Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b b Section 501(cx12) organizations. Enter 11 11 a a Gross income from other members or shareholders Gross income from other sources (Do not net amounts due or paid to other sources against b 11 b amounts due or received from them) 12a Section 4947(axl) non -exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 10417 112b1 b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year BAA
4
2b X
3a 3b 4a
5a 5b 5c 6a 6b 7a 7b 7c
X X
7e 7f
X X
8 9a 9b
X X _ X
TEEA0105
02/26/09
Form 998 (2008 ) Donors Trust, Inc. 52-2166327 Page 6 Governance , Management and Disclosure (Sections A, B, and C request Information about policies not Part VI required by the Internal Revenue Code.)
A.
an
Yes No
For each 'Yes' response to lines 2-7b below, and for a 'No' response to lines 8 or 9b below, describe the circumstances, processes, or changes in Schedule 0 See instructions 1 a Enter the number of voting members of the governing body 1a 1 6 b Enter the number of voting members that are independent 1b 5 2 3 4 5 6 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee or key employee? Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? Did the organization become aware during the year of a material diversion of the organization's, assets? Does the organization have members or stockholders? 2 3 4 5 6 7a 7b
X X X X X X ---
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body' b Are any decisions of the governing body subject to approval by members, stockholders, or other persons' Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following a The governing body' b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates? 8 b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 10 11 Was a copy of the Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule 0 the process, if any, the organization uses to review the Form 990 Is there any officer, director or 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 in Schedule 0
8a X I---1---"', 8b X
9b 10 11 Yes X X X X X X X No
Section B.
Policies
12a 12b 12c 13 14
12a Does the organization have a written conflict of interest policy' If No,' go to line 13 b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule 0 how this is done 13 Does the organization have a written whistleblower policy? 14 Does the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision a The organization's CEO, Executive Director, or top management official? b Other officers of key employees of the organization? Describe the process in Schedule 0 (see instructions)
15a 15b
X X - X
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year'?
16a
b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt -16b status with respect to such arrangements Section C . Disclosures 17 List the states with which a copy of this Form 990 is required to be filed ^ SEE STATEMENT, ATTACHED -----------------------------18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable ), 990, and 990-T (501 (c)(3)s only) available for public inspection Indicate how you make these available Check all that apply XJ Upon request LI Own website El Another's website Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial statements available to the public 20 State the name , physical address, and telephone number of the person who possesses the books and records of the organization _109 N Henry-St, Donors Trust VA 22314-2903 (7 03)535-3563 Alexandria,------------------------ --Form 990 (2008) BAA 19
TEEA0106
12/18/08
Form 990(2008)
Donors Trust,
Inc.
52-21
Part VII I
Com p ensation of Officers , Directors , Trustees, Key Employees, Highest Compensated Employees , and Independent Contractors
Section A. Officers , Directors , Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be listed Use Schedule J-2 if additional space is needed. List all of the organization' s current officers directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees Enter -d- in columns (D), (E), and (F) if no compensation was paid 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) or 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 organizations List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $100,000 of reportable compensation from the organization and any related organizations 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 if the organization did not compensate an y officer, director, trustee, or key employe e.
(A) Name and Title
(B) Average hour s per week
(D) Reportable
2i 2 compensation from the organization (W 211099-MISC)
(E) Reportable
compensation from related org anizations (W- 2/1099-MISC)
(F) Estimated
amount of other compensation from the organization and related organizations
^ 2
^ "
ti 2: v ii
j
X X X X X
X X X X
154,623. 0. 0. 0. 0.
0. 0. 0. 0. 0. .
15,000. 0. 0. 0. 0. .
16,711.
Form 990.(2008 ) Donors Trust, Inc. 52-2166327 Page 8 Part VII I Section A_ Officerc _ Directors . Trustees . Key Emnlnvopc and Hinhact Cmmnancatarl Fmnlnvaac l.-rnf )
(A) Name and Title
(B) (c) Average Position (check all that apply) hours o 7, 3 _ ' per wee Q a 5 S c M 3 ,o o - <_ 3 M o n c 3 S 9 m
c
(D) Reportable
compensation from the organization (W-2/1099-MISC)
(E) Reportable
compensation from related organizations (W 2/1099-MISC)
(F) Estimated
amount of other compensation from the organization and related organizations
3
m
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - --
- - - - - - - - - - - - - - - - - - - - - - - - - - --
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
---------------------------
- - - - - - - - - - - - - - - - - - - - - - - - - - --
1 bTotal 271, 334. 0. 2 Total number of individuals (including those in la) who received more than $100,000 in reportable compensation from the organization 11 2
15,000.
Yes 3 4 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a2 If 'Yes,' complete Schedule J for such individual For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J'for such individual --- 3 4 -
No X
---
Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services rendered to the organization? If 'Yes,' complete Schedule J for such person Section S. Independent Contractors 5
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of rmmnencatinn from the oraantzation
-T
Baer Markets
130 Michaux Rd
Riverside
IL
60546
Oversaw and delivered all work for the Hollywood Project Program
184,746.
2
BAA
Total number of independent contractors (including those in 1) who received more than $100,000 in 1 compensation from the organization ^
TEEA0108 10/13/08 Form 990 (2008)
Donors Trust, Inc. Form 990 (2008 Part VIII Statement of Revenue
Total revenue (B) Related or exempt function revenue
52-2166327
Page 9
( D) Revenue excluded from tax under sections 512, 513, or 514
ON 00
y ojZ
1 a Federated campaigns b Membership dues c Fundraising events d Related organizations e Government grants (contributions) f All other contributions, gifts, grants, and similar amounts not included above g Noncash contrlbns included in Ins la-1f
_=
c^a
W
10, 634,041.
552,242.
552,242. 0. -A 0.
b
C >
W V) d
------------------
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - e
o a 3 4 5
f All other program service revenue g Total. Add lines 2a-2f Investment income (including dividends, interest and
552,242.
284, 903.
0.
0.
284,903.
6a b c d
Gross Rents Less rental expenses Rental income or (loss) Net rental income or (lo ss
(i) Securities (u) Other
7a Gross amount from sales of assets other than inventory b Less cost or other basis and sales expenses c Gain or (loss) d Net gain or (loss)
8a Gross income from fundraising events (not including $ of contributions reported on line lc) See Part IV, line 18 a b Less- direct expenses b c Net income or (loss) from fundraising eve nts 9a Gross income from gaming activities See Part IV, line 19 a b Less- direct expenses b c Net income or (loss) from gaming activiti es 10a Gross sales of inventory, less returns and allowances a b Less- cost of goods sold b c Net income or (loss) from sales of Inventor
Miscellaneous Revenue Business Code --
--
---
- - -
---
- -
--
--
---
- -- - -
---------
900099 -----------------b shareholder litigation settlement procee 900099 -----------------c To a djust eguipment t oaudit 900099
d All other revenue e Total . Add lines 11a-11d
1,401.
1,401.
0.
67. -690.
778.
67. -690.
0. 0.
0. 0.
12
BAA
10c,andIle
- 11,026,136.
TEEA0109 12/18/2008
553,020.
0.
-160,925.
Form 990 (2008)
Donors Trust,
Inc.
52-2166327
Page 10
of F
ses
Section 501(cx3) and 501(cx4) organizations must complete all columns. pan otner organizations must com plete column (A) out are not requirea to complete columns (ts), ((.), ana (u). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VU/. 1 Grants and other assistance to governments and organizations in the U S. See Part IV, line 21 2 Grants and other assistance to individuals in the U S See Part IV, line 22 3 Grants and other assistance to governments, organizations , and individuals outside the U S See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers , directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958 (f)(1) and persons described in section 4958 (c)(3)(B) 7 Other salaries and wages 8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees) a Management Total expenses B Program service ex penses C Management and general ex enses Fundraising ex penses
9, 427, 072.
9, 427, 072.
286, 334.
169, 155.
20,152.
97,027.
101, 850.
77,362.
17,797.
6,691.
bLegal c Accounting
d Lobbying e Prof fundraising svcs See Part IV, In 17 f Investment management fees gOther 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 Conferences , conventions , and meetings 20 Interest 21 Payments to affiliates 22 Depreciation , depletion, and amortization
9,650. 70,102.
6,434. 53,843.
1,125. 5, 691.
2,091. 10,568.
5,032.
3,636.
489.
907.
23
24
Insurance
Other expenses . Itemize expenses not covered above . (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below) a Printing &_production____------bPostage &_delivery________ cTelephone
656.
437.
77.
142.
dUtilities ------ -- ----- --------e Dues, _ memberships_& subs ----------f All other expenses 25 Total functional exenses . Addlines1 throu g h 24f 26 Joint Costs . Check here 11 LJ if following SOP 98-2. Complete this line only if the organization reported in column (B) joint costs from a combined educational cam p ai g n and fundraisin g solicitation BAA
3,536.
5,787. 982, 797. 11, 251, 001.
2,357.
5,102. 976, 885. 10, 957, 628.
413.
240. 5, 912. 66, 522.
766.
445. 0. 226, 851.
Form 990(2008)
TEEA0110
12/19/08
Inc.
52-2166327
(A) Beginning of year
Page11
(B) End of year
1 2 3 4 5
Cash - non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net
A e 5
Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, or other related parties Complete Part II of Schedule L 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L 7 Notes and loans receivable, net 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10a Land, buildings, and equipment- cost basis 10a 57, 551. b Less accumulated depreciation Complete Part VI of
__-
11
12 13 14 15 16 17 18 L B i E 23 24 25 26 N 19 20 21 22
10b
25, 571.
34,964. 2, 042,401.
1, 000, 000.
10c 11
12 13 14 15 16 17 18 19 20 21
Investments - other securities. See Part IV, line 11 Investments - program-related See Part IV, line 11 Intangible assets Other assets See Part IV, line 11 Total assets Add lines 1 throu g h 15 ( must e q ual line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond liabilities Escrow account liability Complete Part IV of Schedule D Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule L Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable Other liabilities Complete Part X of Schedule D Total liabilities . Add lines 17 through 25 Organizations that follow SFAS 117, check here ^ X and complete lines 27 through 29 and lines 33 and 34 .
5,262.
22 23 24 25 26
14, 035.
'
E S R F N B A
27
28 29
11,026,220.
27
28 29
10,536,840.
-30 31 32
30 31 32
N E
33
34
33
34
X X X X
TEEA0111
12/22/08
OMB No 1545-0047
SCHEDULE A
(Form 990 or 990-EZ)
2008
Open to Public Inspection
Employer identification number
Donors Trust, Inc. 52-2166327 Part I Reason for Public Chari ty Status (All org anizations must com p lete this p art. ) (see instructions) The organization is not a private foundation because it is (Please check only one organization )
1 2 3 4 5 6 7 8 9 A church, convention of churches or association of churches described in section 170(bX1XAXi). A school described in section 170 (bx1XAXii). (Attach Schedule E) ' A hospital or cooperative hospital service organization described in section 170(bXlXAXiii). (Attach Schedule H ) A medical research organization operated in conjunction with a hospital described in section 170 (bXlXAXiii) Enter the hospital's name, city, andstate __ ____ LI An organization operated _for__the__benefi__t o_f_aco___llege_ or university owned o_r__operated____by_ago__vernme_ntal___unit __desc_ri_bed_ in section 170(bX1XAXiv). (Complete Part II ) A federal, state, or local government or governmental unit described in section 170(bX1XAXv). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bX1XAXvi ). (Complete Part II ) u A community trust described in section 170(bX1XAXvi). (Complete Part II ) 11 An organization that normally receives- (1) more than 33-1/3 % of its support from contributions, membership fees, and gross receipts from activities 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(aX2). (Complete Part III ) HAn organization organized and operated exclusively to test for public safety See section 509(aX4). (see instructions) An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(aX3). Check the box that describes the type of supporting organization and complete lines l le through 1lh a E]Type I b []Type II c 11 Type III - Functionally integrated d [] Type III- Other By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other 1-1 than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a) (2) I If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, check this box Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) a person who directly or indirectly controls, either alone or together with persons described in (II) and (III) 11 g (i) below, the governing body of the supported organization? member of a person described in (I) above? 11 g ( ii) (ii) a family controlled entity of a person described in (I) or (II) above ? 11 g (iii) (iii) a 35% Provide the following information about the organizations the organization supports
(u) Name of Supported Organization (ii) EIN (ni) Type of organization (described on lines 1-9 above or IRC section (see instructions )) (iv) Is the organization in col (i) listed in your governing document? (v) Did you notify (vi) Is the the organization in organization in col (Q organized in the col (Q of your support ? U S 7 (vii) Amount of Support
10 11
f g
Yes
No
Yes
No
Yes
No
Total BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA0401
12/17/08
Schedule A (Form 990 or 990-EZ) 2008 Donors Trust, Inc. 52-2166327 Part II Support Schedule for Organizations Described in Sections 170(bXl )(AXiv) and 170(b)(1XAXvi) (Complete only if you checked the box on line 5, 7, or 8 of Part I ) Section A . Public Support
Calendar year (or fiscal year beginning in) 1 2 Gifts, grants , contributions and membership fees received (Do ( a ) 2004 ( b ) 2005 (c) 2006 (d) 2007 (e) 2008
Page 2
(f) Total
1, 585 , 251. 2, 805, 881. 4, 866, 975. 12, 188, 446. 10, 634, 041.
Tax revenues levied for the organization ' s benefit and either paid to it or expended on its behalf The value of services or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the public without charge
1, 585, 251. 2, 805, 881. 4, 866, 975. 12, 188, 446. 10, 634, 041.
';
The portion of total contributions by each person (other than a governmental uni t or pu bl ic l y suppor t e d organization ) included on line 1 fin, that exceeds 2% of the amount y shown on line 11 , column (f)
'AA
(b) 2005 () (c) 2006 (d) 2007 (e) 2008
OMMU11 D. 1 ULMM Ju
(a) 2004
(f) Total
1,585,251.
similar sources
9 Net income form unrelated business activities, whether or not the business is regularly carried on Other income Do not include gain or loss form the sale of capital assets (Explain in Part IV ) Total support . Add lines 7
14,874.
45,954.
111, 726.
271, 453.
284, 903.
728, 910.
10
11 12 13
through 10
. ,
12
First five years . If the Form 990 is for the organiza tion's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f) Public support percentage for 2007 Schedule A, Part IV-A, line 26f 14 15
^ n 73.79% 67.04 % ^ Ed
16a 33- 1/3 support test - 2008 . If the organization did not check the box on line 13, and the line 14 is 33-1/3 % or more, check this box and stop here . The organization qualifies as a publicly supported organization
b 33-1 /3 support test - 2007. If the organization did not check a box on line 13, or 16a, and line 15 is 33-1/3% or more, check this box u and stop here . The organization qualifies as a publicly supported organization ^ 17a 10 %- facts- and-circumstances test - 2008 . If the organization did not check a box on line 13, '16a, or 16b, and line 14 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization
u ^
b 10%-facts-and-circumstances test - 2007 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization ^ 18 Private foundation . If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions ^ BAA Schedule A (Form 990 or 990-EZ) 2008
TEEAD402 12/17/08
ScheduleA (Form 990 or 990-EZ) 2008 Donors Trust, Inc. Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I ) Section A . Pub lic Support
Calendar year ( or fiscal yr beginning 1 Gifts, grants, contributions and membership fees received (Do not include 'unusual grants ') 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in a activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities 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 facilities furnished by a governmental unit to the organization without charge 6 Total . Add lines 1-5 7a Amounts included on lines 1, 2, 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1 % of the total of lines 9, 10c, 11, and 12 for the year or $5,000 c Add lines 7a and 7b 8 Public support (Subtract line 7c from line 6 a 2004 (b) 2005 c 2006 (d ) 2007
52-2166327
Page 3
(e) 2008
Total
(b) 2005 (a) 2004 (d) 2007 (e) 2008 (c) 2006 9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources b Unrelated business taxable Income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b 11 Net income from unrelated business activities not included inline 10b, whether or not the business is regularly carried on 12 Other Income Do not include gain or loss from the sale of capital assets (Explain in Part IV ) 13 Total support. (add Ins 9, IOc, 11, and 12) 14 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) organization, check this box and stop here 15 16
(f) Total
Schedule A (Form 990 or 990-EZ) 2008 Donors Trust, Inc. 52-2166327 Page 4 Part IV Supplemental Information . Complete this part to provide the explanation required by Part II, line 10;
Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. (see instructions)
BAA
TEEA04 04
10/07/08
SCHEDULE D
OMB No
1 sa5-0047
(Form 990)
Department of the Treasury Internal Revenue Service Name of the organization Donors Trust, Inc.
2008
Open to Public Ins pection Employer Identification number 52-2166327
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered 'Yes' to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts 88. 9,557,401. 9,221,144. 7, 071 , 43 2 . Yes F] No
1 2 3 4 5 6
Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control' Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor or other
im p ermissible p rivate benefit?7 X Yes 1 Part 11, Conservation Easements Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1
No
a b c d 3 4 5 6 7 8 9
Purpose(s) of conservation easements held by the organization (check all that apply) Preservation of land for public use (e g , recreation or pleasure) e Preservation of an historically important land area Protection of natural habitat Preservation of certified historic structure Preservation of open space Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in (a) 2c Number of conservation easements included in (c) acquired after 8/17/06 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year 11 Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easement it holds? Staff or volunteer hours devoted to monitoring, inspecting, and enforcing easements during the year Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year ^ $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and 170(h)(4)(B)(ll)' 0 Yes F] No
No 11 Yes In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements
Part. 111. Organizations 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, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items b If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items $ (i) Revenues included in Form 990, Part VIII, line 1 ^$ (ii) Assets included in Form 990, Part X 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items$ a Revenues included in Form 990, Part VIII, line 1 $ b Assets included in Form 990, Part X BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 . Schedule D (Form 990) 2008
TEEA3301
12/23/08
Schedu let D (Form 990 2008 Donors Trust, Inc. 52-2166327 Page 2 Part III Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets (continued)
Using the organization ' s accession and other records, check any of the following that are a significant use of its collection items (check all that apply) Public exhibition a d Loan or exchange programs Scholarly research b e Other Preservation for future generations c 4 Provide a description of the organization ' s collections and explain how they further the organization ' s exempt purpose in Part XIV 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the orcianization's collection? nYes n No 3
Trust, Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Par 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 intermediary for contributions or other assets not included on Form 990, Part X? b If 'Yes,' explain the arrangement in Part XIV and complete the following tablec Beginning balance d Additions during the year e Distributions during the year f Ending balance 2a Did the organization include an amount on Form 990, Part X, line 217 b If 'Yes,' ex p lain the arrangement in Part XIV Yes LI No
Part V Endowment Funds Com p lete if org anization answered 'Yes' to Form 990, Part IV, line 10.
(a) Current year 1 a Beginning of year balance b Contributions c Investment earnings or losses ( b) Prior year (c) Two years back (d) Three years back (e) Four years back
d Grants or scholarships e Other expenditures for facilities and programs 1 , 103,256 . 115, 399. f Administrative expenses 8,939, g End of year balance Provide the estimated percentage of the year end balance held as100.00 % a Board designated or quasi-endowment % b Permanent endowment ^ % c Term endowment -
`^
3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by(i) unrelated organizations (ii) related organizations b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R7 4 Describe in Part XIV the intended uses of the or g anization's endowment funds
No X X
Part VII' Investments - Land . Buildings . and Eauiament . See Form 990, Part X. line 10.
Description of investment 1 a Land b Buildings c Leasehold improvements (a) Cost or other basis ( investment) (b) Cost or other basis other (c) Depreciation (d) Book Value
18,695.
1, 596.
17,099.
d Equipment
38,856.
23, 975.
14,881.
e Other Total . Add lines la-le (Column (d) should equ al Form 990, Part X, column (8) , line 10 (c)) BAA
TEEA3302
12/23/08
Schedule- D (Form 990) 2008 Donors Trust, Inc. Part VII Investments - Other Securities See Form 990, Part X, line 12.
(a) Description of security or category ( includin g name of security) Financial derivatives and other financial products Closely-held equity interests Other -----------------------Auction Rate Securities ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Total. (Column (b) should equal Form 990 Part X, col (B) line 12) ^ (a) Description of investment type (b) Book value
52-2166327
(c) Method of valuation Cost or end-of- year market value
Page 3
250,000. Cost
250, 0 0 0 . (b) Book value (c) Method of valuation Cost or end-of- year market value
Part VIII Investments - Proaram Related (See Form 99(1 Part X Iine 131
Total. Column (b)(should a ual Form 990, Part X, Col (B) line 13
Part IX
In Part XIV, provide the text of the footnote to the organization ' s financial statements that reports the organization ' s liability for uncertain tax positions under FIN 48
BAA TEEA3303 10/29/08 Schedule D (Form 990) 2008
Donors Trust,
Inc.
52-2166327
Page 4
Part XI
1 2 3 5 6 7 8 9 10 1 2
Total revenue (Form 990, Part VI Il,column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year Subtract line 2 from line 1 Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV) Total adjustments (net) Add lines 4-8 Excess or (deficit) for the year per financial statements Combine lines 3 and 9 Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains on investments b Donated services and use of facilities 1 2a 2b 2c 2d 2e 3 4a 4b c 5 1 2a 2b 2c 2d -264,515.
-264,515.
Part XII Reconciliation of Revenue p er Audited Financial Statements With Revenue per Return
c Recoveries of prior year grants d Other (Describe in Part XIV) e Add lines 2a through 2d 3 Subtract line 2e from line 1 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1 a Investments expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV) c Add lines 4a and 4b 5 Total revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12) 1 2 a b c d e 3 4 a b c 5 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25Donated services and use of facilities Prior year adjustments Losses reported on Form 990, Part IX, line 25 Other (Describe in Part XIV) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1: Investments expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV) Add lines 4a and 4b Total expenses Add lines 3 and 4c (This should equal Form 990, Part I, line 18
-264,515. 11,026,136.
11,026,136. 11,251,001.
Part XIII Reconciliation of Ex p enses per Audited Financial Statements With Expenses per Return
kA x 2e 3
11,251,001.
4a 4b c 5 11,251,001.
Pt V Line-4 _ _ _ _ - The quasi -endowment funds -(board designated )- are intended- for-use- in -III of-Form-990, Lines -1 and 4 - _ _ _ _ _ _ _ _ _ _ _ _ _ the pro9rams_described at-Part -----------------------------
BAA
TEEA3304
12/23/08
Schedule D (Form 990 2008 Donors Trust, Inc. Part XIV Supplemental Information (continued)
52-2166327
Page 5
BAA
TEEA3305
07/24/08
Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
^ Complete if the organization answered 'Yes,' on Form 990, Part IV, lines 21 or 22. ^ Attatch to Form 990.
OMB No 1545-0047
2 008
Open to Public Inspection
Employer identification number
52-2166327
u X Yes u No
Part II Grants and Other Assistance to Governments and Organizations in the United States . Complete if the organization answered 'Yes' on Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use Part IV and Schedu le I-1 (Form 990) if additional space is needed ^ 11
1 (a) Name and address of organization or government (b) EIN (c ) IRC section if applicable (d) Amount of cash grant (e) Amount of non - cash assistance (f) Method of valuation ( book, FMV, appraisal, other) (g) Description of non cash assistance (h) Purpose of grant or assistance
Enter total number of section 501 (c)(3) and government organizations 3 Enter total number of other organizations BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990.
ll^
Schedule I (Form 990) 2008 Donors Trust, Inc. 52-2166327 Page 2 Part III Grants and Other Assistance to Individuals in the United States . Complete if the organization answered 'Yes' on Form 990, Part IV, line 22.
Part IV I Supplemental Information . Com plete this part to provide the information required in Part I, line 2, and any other additional information.
Pt _I Line- 2 ___ ___The_Organization_re-guires -each -grant_ recipient to_si_gn a letter stating ----------------------
Pt _I Line_ 2 ... ...grants will-not-be used to benefit any disqualified .person__All grants ______________________ Pt _I Line- 2 _ _ _ _ _ are made to U.S. -public charities _ -The Organization relies upon the ------------------------
Pt _I Line- 2 _ _ _ _ _ -oversiSht Provided by United_States and individual states' rules and ------------------------------------------------Pt _I Line_ 2 ___ ___regulationsapplicable to such charities. -------------------------------------------------------------
BAA
TEEA3902 10/02/08
SCHEDULE J
(Form 990)
Compensation Information
For certain Officers, Directors , Trustees , Key Employees, and Highest Compensated Employees
Attach to Form 990. To be completed by organizations that answered ' Yes' to Form 990, Part IV, line 23 .
OMB No
1545-0047
2008
Open to Public Inspection
52-2166327
Yes No
1 a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line la Complete Part III to provide any relevant information regarding these items First-class or charter travel Travel for companions Tax indemnification and gross-up payments Discretionary spending account Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e g , maid, chauffeur, chef)
b If line la is checked , did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If ' No,' complete Part III to explain 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers , directors, trustees, and the CEO/ Executive Director, regarding the items checked in line la? Indicate which , if any, of the following organization uses to establish the compensation of the organization's CEO/Executive Director Check all that apply X X 4 Compensation committee Independent compensation consultant Form 990 of other organizations Written employment contract Compensation survey or study Approval by the board or compensation committee
-1b 2
During the year , did any person listed in Form 990 , Part VII, Section A, line 1a a Receive a severance payment or change of control payment? b Participate in, or receive payment from , a supplemental nonqualified retirement plan? c Participate in, or receive payment from , an equity-based compensation arrangement? If 'Yes' to any of 4a - c, list the persons and provide the applicable amounts for each item in Part II Only 501 (cx3) and 501 (cx4) organizations must complete lines 5-8.
4a 4b 4c
X X X
For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of a The organization? b Any related organization? If 'Yes' to line 5a or 5b, describe in Part III For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of a The organization? b Any related organization? If 'Yes' to line 6a or 6b, describe in Part III For person listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described in lines 5 and 6'' If 'Yes,' describe in Part III
5a 5b X X
6a 6b
X X
7 8
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial 8 contract exception described in Regs section 53 4958-4(a)(3)' If 'Yes,' describe in Part III X Schedule J (Form 990) 2008 BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 .
TEEA4101
12123108
Donors Trust,
Inc.
52-2166327
Part III Utticers , Directors , Trustees , Key Employees , and Hig hest Compensated Employees . Use Schedule J-1 if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations described in the instructions on row (ii) Do not list any individuals that are not listed on Form 990, Part VII Note . The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base (ii) Bonus and incentive (iii) Other
compensation compensation compensation
(A) Name
Form 990-EZ
Whitney L Ball
154,623 - - - - - - - - - - 0- ---------0. ----- 15,000 - ---------0. 0. 0. 0. 0. 0. ---------- ----------- ------------------- ----------- ---------- - - - - - - - - - - - - - - ------ ------------------ ----------- --------------------------------------------------------------------------- ----------- ---------- - -------------- ----------- ---------- - - - - - - - - - - ---------- ------------------- ----------- ------------------- ----------- ----------------------------------------------------------------------------------
-------- 0. 0. ----------------------------
--------------------------
(i)
ii
ii ^ - - - - - - - - - - - - - - - - - - - - - - -
----------------- -----------------------------
ii (i)
ii
-------------------------------------
------------------------------ ----------------
---------------------------------------------
(i)
ii (i) ti (I) ii) (i) 60 ^
BAA
Schedule J (Form 990) 2008 Donors Trust, Part III Supplemental Information
Inc.
52-2166327
Page 3
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
BAA
OMB No 1545-0047
1
52-2166327
2008
Open to Public Inspection
1 2 3 4 5 6 7 8
Art-Works of art Art-Historical treasures Art-Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property
9
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Securities-Publicly traded
Securities-Closely held stock Securities-Partnership, LLC, or trust interests Securities-Miscellaneous Qualified conservation contribution (historic structures) Qualified conservation contribution (other) Real estate-Residential Real estate-Commercial Real estate-Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other ^ ( ---------------Other ^ ( ---------------Other ^ ( ---------------Other ^ (
13
) ) ) ) 29 Yes 0. No
Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? b If 'Yes,' describe the arrangement in Part II 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If 'Yes,' describe in Part 11. 33
30a 31 32a X
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked, describe in Part II Schedule M (Form 990) 2008 BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA4601
12/18/08
Schedule.M (Form 990 2008 Donors Trust, Inc. 52-2166327 Page 2 Part II Supplemental Information . Complete this part to provide the information required by Part 1, lines 30b, 32b, and 33. Also complete this part for any additional information.
BAA
TEEA4602
07114108
SCHEDULE 0
(Form 990)
OMB No 1545-0047
2008
Department of the Treasury Internal Revenue Servi ce
Name of the organization
Inc.
52-2166327
Pt VI-A,_ Line -- -------- ---- ---- 10 - The return is reviewed by_the_organizations audit committee ----------------------
Pt VI-C,
Pt
Line 19 _ uaon_re2uest---------------------------------------------
VI- B,- Line- 12c DonorsTrust requires all officers, directors, and key employees to comply wi th our Conflict of Interest ---- ------------------------
Pt VI- B,_ Line- 12c policy _These individuals are prohibited from having business dealings with companies affiliated ---------------- --------------------------Pt VI-B, -- -Pt VI-B, -- -Line 12c with, or act as major customers or suppliers of,DonorsTrust. Transactions with officials of ---- ---------------------------I ---- --- ----------------Line 12C DonorsTrust are adequately controlled and disclosed in the records, and such transactions occur only --- - -------------------------------------- ---- --- ----------
Pt VI-B,_ Line- 12c in the normal course of business and are approved by-the Board of Directors. ---- -------------------------------- Pt VI-B,_ Line- 15 _ The Compensation Committee reviews-and approves the compensation plan annually._ - ------------------ -- - --- -- ----- ------
BAA For Privacy Act and paperwork Reduction Act Notice , see the instructions for Form 990.
TEEA4901
12/19/08
SCHEDULE R
(Form 990) Department of the Treasury Internal Revenue Service
Name of the organization Donors Trust, Inc.
OMB No 1545-0047
1
52-2166327
2008
Open to Public Inspection
Part I
---------------------------------
---------------------------------
---------------------------------
---------------------------------
------------------------------------------------------------------
Donors Captital Fund,_Inc. 54-1934032 ----- Grant making ------- --- --- -------- - _ _ PO Box 1305, Alexandria VA 22 313 --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------FAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 .
01(c)(3)
/A
TEEA5001
12/23/08
Donors Trust,
Inc.
52-2166327
Page2
----------------------------------------
----------------------------------------
------------------------------------------
Part IV
----------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------
Donors Trust,
Inc.
52-2166327
Page 3
(1) Donors Ca ital Fund, (2) Donors Ca p ital Fund, (3) Donors Cap ital Fund, (4) Donors Ca p ital Fund,
(5)
b c k M
(6) BAA
TEEA5003
07/02/08
Donors Trust,
Inc.
52-2166327
Page 4
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total asset or gross revenue) that was not a related organization See Instructions regarding exclusion for certain investment partnerships (H) E) (A) (G) (F) (B) Are all p artners Share of (end-of-year Dispropor- Code V-UBI amount General or P Primary activity Legal (C) Domicile Name, address, and EIN of entity section managing tionate in Box 20 of (State or Foreign assets 501 (c)(3) partner' allocations? Schedule K-1 Country) organizations? Form (1065) No Yes No Yes Yes No ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA TEEA5004 oii2iio9 Schedule R (Form 990) (2008)
52-2166327
Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990, Page 2 , Part III, Line 1 (continued) Briefly descr i be the organization ' s missionRELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990 , Page 2 , Part III, Line 4d (continued) 4d Describe the exempt purpose achievements for each of the organization's other program services Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported
Code: Expenses Grants Of Revenue Description. 1,620. 0. 0. PROJECT OF PERCEPTIONS OF AMERICANS ABROA (PPAA) THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD IS A RESEARCH PROJECT WHICH AIMS TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS EXPRESSED AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN
Description.
309,848.
(PFR)
THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN
265,000.
THE FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT.
VOTING,
The Hollywood Project (HPP) - The Hollywood Project aimed to advance liberty and virtue, in America and globally, by touching creative
Description:
8,776. 0. V
spending
and Growth project took a new look at how government actions affect regulation within a framework of dynamic cost benefit analysis
(SSP)
The Supply Side Project develops and advances fundamental, market-based reform proposals for Social Security, Medicaid, Medicare, welfare, and healthcare
52-2166327
Description
Marketable securities Total
Amount
1,468,626. 1, 468, 626.
Description
Publicly traded mutual funds 2000 shrs Walgreen 600 shrs Resmed 2500 shrs Roper Inds 1000 shrs Forest Labs 250 shrs Abbott Labs Total
Amount
1,325,501. 49,340. 22,488. 120,246. 25,470. 13,343. 1, 556, 388.
Description
Cash contributions Marketable security contributions Total
Amount
7,990,615. s 1,566,786. 9,557,401.
Description
Cash gifts Total to public charities I
Amount
9,221,144. 9,221,144.
52 -2166327
Description
Interest and dividends Realized loss on marketable securities Unrealized loss on marketable securities Total
Amount
238,245. -445,828. -264,514. -472,097.
Description
Grants to public charities Total
Amount
9,366,969. 9,366,969.
Description
Program related directed expenses Total
Amount
1,103,256. 1, 103, 256.
Description
" grant to close out DT donor-advised fund Total
Amount
134,834. 134, 834.
Description
Grants in support of special projects
Amount
1,477,500.
52-2166327 Continued
Description
Amount
Total
1, 477, 500.
Description
Administration services provided Total
Amount
552,242. 552,242.
Description
Although the organizations share office space and facitlities, no separate amount is charged for use of space and facilities Total
Amount
0. 0.
DONORSTRUST
2008 FORM 990 PART VI, QUESTION 4 FIRST AMENDMENT TO THE BY-LAWS OF DONORS TRUST, INC.
EIN: 52-2166327
This FIRST AMENDMENT to the BY-LAWS of DONORS TRUST, INC. is made as of the 11 `h day of December , 2008 , by and among the undersigned. WIT NE SSETH WHEREAS, the Corporations Board of Directors ("Directors") adopted By-Laws to proscribe rules for the governance and functioning; and WHEREAS, the Directors desire to amend the By-Laws , pursuant to Section 4, as stated below. NOW, THEREFORE, the undersigned, constituting all of the Directors of the Corporation, do hereby take the actions set forth below, and to evidence their waiver of any right to dissent from such actions, do hereby consent as follows: 1. That Article II, Section 1, paragraph 1 of the By-Laws shall be deleted in its entirety and replaced with the following: The officers of the Corporation shall consist of a Chairman, Vice Chairman, President & CEO, Treasurer and a Secretary, and whenever deemed advisable by the Board, one or more Assistant Secretaries, Assistant Treasurers, Assistant Vice-Presidents or additional officers. The first five (5) officers listed in the preceding sentence shall be chosen from among the Directors. 2. 3. That Article II, Section 2: President shall be renamed Section 4. That Article II, Section 2. shall be replaced with the following: Section 2. Chairman. The Chairman shall serve as Chairman of the Board of Directors. The chair shall have authority to employ a President and Chief Executive Officer or other persons at salaries fixed by resolution of the Board of Directors to assist in the general management and direction of the activities of the Corporation, and shall authority to sign and execute, in the name of the Corporation, all deeds, mortgages, bonds, contracts or other instruments to be executed on the Corporation's behalf. 4. That Article II, Section 3 shall be replaced with the following: Section 3. Vice Chairman. In the absence of the Chairman or in the event of his or her inability or refusal to act, the Vice Chairman shall perform the duties of Chairman, and when so acting, shall have and
DONORSTRUST
EIN: 52-2166327
may exercise all powers of the Chairman. The Vice Chairman shall perform such other duties as from time to time may be assigned by the Chairman or Board of Directors. 5. 6. 7. 8. 9. 10. 11. 12. That Article II, Section 4 shall be renamed Section 5 Assistant Vice-President. That Article II, Section 5 shall be renamed Section 6 Treasurer. That Article II, Section 6 shall be renamed Section 7 Secretary. That Article II, Section 7 shall be renamed Section 8 Assistant Officers. That Article II, Section 8 shall be renamed Section 9 Compensation. That Article II, Section 9 shall be renamed Section 10 Removal. That Article II, Section 10, shall be renamed Section 11 Vacancies. The Corporation's By-Laws shall otherwise remain in full force and effect, except as amended hereby.
WITNESS:
(SEAL) Kimberley O. Dennis, Director
(SEAL) James Piereson, Director SEAL) Whitney L. Ball, Director (SEAL) William J. Hume, Director (SEAL) Nathaniel C. Moffat, Director
Form 990 - 2008 Part VI Section C - Line 17 AK,AL,AR,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY ,MA,MD , ME,MI, MN,MO , MS,NC , ND,NH,NJ,NM ,NY,OH,OK,OR,PA,RI,SC,TN, UT,VA,WA,WI,WV.
EIN: 52-2166327
Form 990 - 2008 Sch B Part II No. 4 From Sch B Part I Attachment Page 1 of 3 Description ABBOTT LABS ALLSTATE CORP DEL COM AMER EAGLE OUTFITTERS AIR FRANCE KLM SPON ADR AVX CORP NEW ALASKA AIR GROUP INC COM ALCOA INC ASIAINFO HLDGS INC COM ALLIANCE FIBER OPTIC PDS ADVANCED MEDICAL OPTICS ACTIVIDENTITY CORP AMER SCIENCE & ENGIN AMN SOFTWARE INC CL A ANNTAYLOR STRS CORP APPLIED MATERIAL INC ARCHER DANIELS MIDLD ARKANSAS BEST CORP AVNET INC BRIGHTPOINT INC BLONDER TONGUE LAB INC BANK OF AMERICA CORP BEST BUY CO INC BENCHMARK ELECTRONICS BOEING COMPANY BRUNSWICK CORP CAPTARIS INC CEVA INC CHEVRON CORP CONOCOPHILLIPS CATERPILLAR INC DEL CHESAPEAKE ENERGY OKLA COHU INC COMPUWARE CORP CORNING INC CYPRESS SEMICNDTR PVICTS DEVON ENERGY CORP NEW D R HORTON INC DISNEY (WALT) CO COM STK DOW CHEMICAL CO DU PONT E I DE NEMOURS ENSCO INTL INC COM ENDURANCE SPECIALTY HLDG EATON CORP EXXON MOBIL CORP COM EAGLE MATERIALS INC ENTORIAN TECHNOLOGIS INC FSI INTL INC FREEPRT-MCMRAN CPR & GLD FRONTLINE LTD FOREST LABS INC GREY WOLF INC GOLDMAN SACHS GROUP INC Quantity 180 150 586 400 275 225 175 675 6,300 278 1,575 150 1,825 150 275 275 350 385 650 3,675 85 150 375 125 350 1,875 1,325 115 100 115 225 360 700 565 200 115 700 300 150 170 150 190 100 95 175 2,725 2,250 150 100 115 1,050 50
EIN: 52-2166327
Received 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008
Symbol ABT ALL AEO AFLYY AVX ALK AA ASIA AFOP EYE ACTI ASEI AMSWA ANN AMAT ADM ABFS AVT CELL BDR BAC BBY BHE BA BC CAPA CEVA CVX COP CAT CHK COHU CPWR GLW CY DVN DHI DIS DOW DD ESV ENH ETN XOM EXP ENTN FSII FCX FRO FRX GW GS
Price 53.75 47.46 15 93 24.25 11.81 17.17 36.89 12.78 1.35 19.3 2.76 55.29 5.9 24.8 19.98 33.16 36.77 28.15 6.98 1.21 26.62 41.02 16.8 74.79 11.7 4.13 8.37 98 64 94 68 76.64 65.45 15.67 9 57 24 86 26.89 117.43 12.62 32.22 36.58 43.96 80 09 32.12 91 86.92 28.15 0 79 1.365 115.72 69.8 32.94 9.38 181.98
Value 9,675 7,119 9,335 9,700 3,248 3,863 6,456 8,627 8,505 5,365 4,347 8,294 10,768 3,720 5,495 9,119 12,870 10,838 4,537 4,447 2,263 6,153 6,300 9,349 4,095 7,744 11,090 11,344 9,468 8,814 14,726 5,641 6,699 14,046 5,378 13,504 8,834 9,666 5,487 7,473 12,014 6,103 9,100 8,257 4,926 2,153 3,071 17,358 6,980 3,788 9,849 9,099
Form 990 - 2008 Sch B Part II No. 4 From Sch B Part I Attachment Page 2 of 3 Description GENERAL ELECTRIC GERDAU AMERISTEEL CORP HYPERCOM CORP HESS CORP HASBRO INC COM HEWLETT PACKARD CO DEL INTGTD DEVICE TECH CALIF INTL GAME TECHNOLOGY INTL PAPER CO INSTEEL INDUSTRIES INC JAKKS PACIFIC INC JPMORGAN CHASE & CO JOY GLOBAL INC DEL COM JOHNSON AND JOHNSON COM KLA TENCOR CORP PV$0.001 KB HOME KEYNOTE SYSTEMS INC LOCKHEED MARTIN CORP ELI LILLY & CO MARATHON OIL CORP MATTEL INC COM MERCK&CO INC MICROSOFT CORP NAM TAI ELECTRS INC$0.02 NABORS INDUSTRIES LTD NATL SEMICONDUCTOR NOKIA CORP SPON ADR NORFOLK SOUTHERN CORP OSI SYSTEM INC ORBIT INTL CORP COM NEW OMNIVISION TECHS INC DEL OLIN CORP $1 NEW OVRSEAS SHIPHLD GRP PERICOM SEMICONDUCTOR PEERLESS SYSTEMS INC PFIZER INC DEL PV$0.05 QUIKSILVER INC ROCK OF AGES CP CL A REYNOLDS AMERICAN INC ROWAN COMPANIES INC SEAGATE TECHNOLOGY SARA LEE CORP COM SCHERING PLOUGH CORP SMITH A 0 CORP DEL COM SPARTECH CORP NEW COM SWIFT ENERGY CO SYMANTEC CORP COM TIDEWATER INC COM NEW TELLABS INC DEL PV 1CT TII NETWORK TECHNOLOGIES TEEKAY CORP TARGET CORP COM Quantity 185 900 1,475 60 515 225 525 250 125 309 425 125 175 115 175 475 600 100 135 265 450 175 275 1,150 275 275 375 200 275 875 320 350 135 875 2,342 225 565 1,400 150 225 450 375 200 140 700 175 325 125 600 3,500 175 150
EIN: 52-2166327
Received 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008
Symbol GE GNA HYC HES HAS HPQ IDTI IGT IP IIIN JAKK JPM JOYG JNJ KLAC KBH KEYN LMT LLY MRO MAT MRK MSFT NTE NBR NSM NOK NSC OSIS ORBT OVTI OLN OSG PSEM PRLS PFE ZQK ROAC RAI RDC STX SLE SGP AOS SEH SFY SYMC TDW TLAB Till TK TGT
Price 27.59 19.3 4.67 126 37.41 45 04 9 98 28 95 23.86 18.32 23.37 37.72 80.17 64.72 40.9 18.77 13.3 103.94 46.94 52.94 18.4 37.03 27.73 13.05 48.92 21.29 24.66 62 62 22.87 7.01 12.93 26.86 83.25 15.68 18 17.69 9.81 3.27 48.65 46 14 19.66 12.57 19.33 34.96 10 47 63.52 19.47 64.16 4.88 1.63 48.26 49.17
Value 5,104 17,370 6,888 7,560 19,266 10,134 5,240 7,238 2,983 5,661 9,932 4,715 14,030 7,443 7,158 8,916 7,980 10,394 6,337 14,029 8,280 6,480 7,626 15,008 13,453 5,855 9,248 12,524 6,289 6,134 4,138 9,401 11,239 13,720 4,216 3,980 5,543 4,578 7,298 10,382 8,847 4,714 3,866 4,894 7,329 11,116 6,328 8,020 2,928 5,705 8,446 7,376
Form 990 - 2008 Sch B Part II No. 4 From Sch B Part I Attachment Page 3 of 3 Description TTM TECHNOLOGIES INC COM TSAKOS ENRGY NAVGTN LTD TRAVELERS COS INC TRANSOCEANINC TRINITY INDUS INC DEL UNITED ONLINE INC UTAH MEDICAL PRODUCTS VALERO ENERGY CORP NEW VISHAY INTERTECHNLGY WAYSIDE TECH GRP INC WAL-MART STORES INC WSTN DIGITAL CORP DEL WHIRLPOOL CORP WACHOVIA CORP NEW INTL BUSINESS MACHINES CORP IBM ASML HLDG N.V. NEW YORK REGISTRY SHAR TOTAL VALUE OF STOCKS CONTRIBUTED: Quantity 565 300 140 65 400 525 350 225 1,375 490 150 440 50 175 85 395
EIN: 52-2166327
Received 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008 6/24/2008
Symbol TTMI TNP TRV RIG TRN UNTD UTMD VLO VSH WSTG WMT WDC WHR WB IBM ASML
Price 13.98 37.75 44.94 151.55 37.18 10.41 29 4316 9.46 7.99 57.32 36.17 65.26 17.86 123 46 24 95
Value 7,899 11,325 6,292 9,851 14,872 5,465 10,150 9,711 13,008 3,915 8,598 15,915 3,263 3,126 10,494 9,855 974,178
Form 990 - 2007 Grants Schedule I - Part II, Part II - Line 22a, Col (A) & (B)
(a) Grantee ( b) EIN (c) IRC (g) Amount ( h) Purpose
EIN: 52-2166327
Accuracy in Media
ACE Programs for the Homeless, Inc
DC
NY
20008
10012
23-7135837
13-3846431
501(C)(3)
501 (C)(3)
Acton Institute
Acton Institute
Grand Rapids
Grand Rapids
MI
MI
49503
49503
38-2926822
38-2926822
501(C)(3)
501(C)(3)
Acton Institute Acton Institute Africa Fighting Malaria Int , Inc AIDG All Souls Unitarian Church Alliance Defense Fund
Alliance for School Choice Alliance for the Separation of School & S
161 Ottawa NW, Suite 301 161 Ottawa NW, Suite 301 1050 17th Street, NW, Suite 520 PO Box 104 1157 Lexington Avenue 15100 N 90th Street
1660 L Street N W , Suite 1000 1071 North Fulton Ave
MI MI DC MA NY AZ
DC CA
Annual Dinner support the Student Fellowship Program general operations general operations general operations general operations
950 W Hatcher Road 1899 L Street NW 12th Floor 8640 Travis Street
2160 East Fry Blvd , #426
AZ DC KS
AZ
2,000 for general operations 5,000 for general operations 1,000 for general operations
10,000 for general operations
American Cause American Civil Rights Institute American Conservative Union Foundation
American Council on Science & Health
501 Church Street, Suite 315 POBox 188350 1007 Cameron Street
1995 Broadway, 2nd Floor
VA CA VA
NY
15,000 for general operations 100 for general operations 6,500 for fundraising operations
116,000 for general operations
Washington
Washington
DC
DC
20036
20036
53-0218495
53-0218495
501(C)(3)
501(C)(3)
American Enterprise Institute American Friends of IEA American Friends of the Hebrew University American Friends of the Hebrew University
American Friends of the Hebrew University
1150 Seventeenth Street, NW 2000 North 14th Street, Ste 550 1 Battery Park Plaza, Floor 25 1 Battery Park Plaza, Floor 25
1 Battery Park Plaza, Floor 25
DC VA NY NY
NY
5,000 For the 2008 Annual Dinner 40,000 for general operations 5,000 for general operations 1,000 for the Mandel Institute of Jewish Studies
1,000 for the SOS program
Dallas Washington
New York
TX DC
NY
75231
501(C)(3) 501(C)(3)
501 (C)(3)
American Museum of Natural History American Red Cross American Red Cross
NY DC DC CA VA
VA
5,000 for research programming 700 for general operations 500 for Gustov relief 200 for general operations 5,000 for The American Spectator
10,000 to support the "Saturday Evening Club" dinner series
American Red Cross of Greater Los Angeles 11355 Ohio Avenue American Spectator Educational Foundation
American Spectator Educational Foundation
EIN: 52-2166327
1100 N Glebe Road, Suite 910 110O N Glebe Road, Suite 910
5,000 to support the American Veterans Center program 2,000 FBO the American Veterans Center
American Tinnitus Association American University American-Scandinavian Foundation Americans for Prosperity Foundation Americans for Prosperity Foundation
Americans for Prosperity Foundation
PO Box 5 4400 Massachusettes Avenue, NW 58 Park Avenue 1726 M Street, NW 10th Floor 1726 M Street, NW 10th Floor
1726 M Street, NW 10th Floor
OR DC NY DC DC
DC
97207-0005 93-0749558 501 (C)(3) 20016-8143 53-0196549 10016 13-1623897 20036 52-1527294 20036 52-1527294
20036 52-1527294
5,000 for general operations 100 1,000 300,000 100,000 for annual fund for the current year for "Victor Borge A Centennial Exhibition" for general operations for Kansas general operations
Washington Washington
Washington
DC DC
DC
20036 20036
20036
52-1527294 52-1527294
52-1400492
for Kansas operations and the on-going projects on 9,500 new media 10,000 to support the Defending America's Freedom Summit
7,000 for advertising grant
Americans for Tax Reform Foundation Analemma Society Anglican Communion Network Animal Defense League of AZ Animal Humane Society
Annual Catholic Appeal Anti-Defamation League of Bnai Brith Arizona Aerospace Foundation
1920 L Street NW, Suite 200 PO Box 196 535 Smithfield Street, Ste 910 PO Box 33093 845 Meadow Lane N
640 N LaSalle Street, # 390 605 Third Avenue, 9th FL 6000 E Valencia Road
DC VA PA AZ MN
IL NY AZ
the building fund general operations general operations general operations general operations
500 for general operations 200 for general operations 1,000 for the Pima Air & Space Museum
Asbury Foundation Association of American Educators Foundat Association of Small Foundations Atlas Economic Research Foundation
Atlas Economic Research Foundation
201 Russell Avenue 1645 Prince Street 1720 N Street NW 1201 L Street, NW
1201 L Street, NW
MD VA DC DC
DC
52-1862674 501(C)(3) 33-0623003 501 (C)(3) 65-0617866 501(C)(3) 94-2763845 501 (C)(3)
94-2763845 501(C)(3)
100 for annual fund for the current year 2,000 for general operations 2,500 for general operations 7,500 FBO Imam Center for Policy & Education
12,000 FBO New Policy Institute
Economic Research Foundation Economic Research Foundation Economic Research Foundation Economic Research Foundation Atlas Economic Research Foundation Atlas Economic Research Foundation B'nai B 'nth Foundation of the US Becket Fund for Religious Liberty
Bethel Lutheran Church Bill of Rights Institute
1201 L Street, NW 1201 L Street, NW 1201 L Street, NW 1201 L Street, NW 1201 L Street, NW 1201 L Street, NW 2020 K Street, NW, 7th Floor 1350 Connecticut Avenue, NW, Suite 605
130 N Keeler 200 N Glebe Road, Suite 200
DC DC DC DC DC DC DC DC
IL VA
94-2763845 501(C)(3) 94-2763845 501(C)(3) 94-2763845 501 (C)(3) 94-2763845 501(C)(3) 94-2763845 501(C)(3) 94-2763845 501(C)(3) 53-0179971 501(C)(3) 52-1858532
48-0891418
20,000 FOB Advocates Coalition for Development (ACODE) 18,500 for general operations 5,000 for the 2008 Freedom Dinner 100 for general operations 10,000 to support "Econ Journal Watch" 5,000 to support Istituto Bruno Leoni 200 for general operations 1,000 for general operations
4,000 to purchase and install a new boiler/furnace 5,100 for general operations
501(C)(3)
501(C)(3) 501(C)(3)
Arlington
VA
22203
48-0891418
501(C)(3)
EIN: 52-2166327
for the Initiative for the Study of Constitutional 75,000 Democracy 500 for the Nick Bright Scholarship
Bethesda Bethesda
Bethesda
MD MD
MD
20814 20814
20814
3213 Walker NW
PO Box 3294
Grand Rapids
Los Altos
MI
CA
49544
94024
22-1576300
47-0953215
501(C)(3)
501 (C)(3)
California Public Policy Foundation California State University - Northridge Foundation Californians for Population Stabilization Capital Research Center
Caring For Cats
PO Box 931 18111 Nordhoff Street 1129 State Street, Suite 3-D 1513 16th Street, NW
2141 Division Street
CA CA CA DC
MN
95-4088128
501(C)(3)
1,250 for general operations 500 for general operations 5,000 for general operations 4,500 for general operations
250 for general operations
Carnegie Institution of Washington Catholic Foundation of Santa Clara County Cato Institute Cato Institute Cato Institute Cato Institute
Cato Institute
1530 P Street, NW 1150 N First Street, Ste 217 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
DC CA DC DC DC DC
DC
53-0196523
501 (C)(3)
100 for the annual fund for the current year 6,000 for the seminarian and clergy retirement endowments 2,000 for general operations 600 for annual fund for the current year 5,000 for benefactor renewal 557 for Benefactor Summit
27,450 for general operations
Cato Institute Center for Competitive Politics Center for Competitive Politics Center for Education Reform Center for First Principles Center for Freedom and Prosperity Foundat Center for Immigration Studies Center for Immigration Studies Center for Center for Center for Center for Center for Independent Employees Inquiry, Inc Security Policy Security Policy Union Facts
1000 Massachusetts Avenue, NW 124 South West Street, #201 124 South West Street, #201 910 17th Street, NW, #1120 2615 O Street, NW PO Box 10882 1522 K Street, Ste 820 1522 K Street, Ste 820 PO Box 2421 PO Box 741 1250 24th Street, Swte350 1250 24th Street, Suite350 1090 Vermont Avenue, NW, #800
1010 Valley Street
Washington Alexandria Alexandria Washington Washington Alexandria Washington Washington Spartanburg Amherst Washington Washington Washington
Seattle
DC VA VA DC DC VA DC DC SC NY DC DC DC
WA
20001-5403 23-7432162 501(C)(3) 22314 20-3676886 501(C)(3) 22314 20-3676886 501(C)(3) 20006 52-1847187 501(C)(3) 20007 52-2154862 501(C)(3) 22310-9998 20005-1202 20005-1202 29304 14226-0741 20037 20037 20005
98109-4468
54-2009193 501(C)(3) 52-1449368 501(C)(3) 52-1449368 501(C)(3) 26-0005176 501(C)(3) 16-1553469 501(C)(3) 52-1601976 501(C)(3) 52-1601976 501 (C)(3) 20-4036946 501(C)(3)
91-1061721 501(C)(3)
for general operations FBO Foundation Management Institute to support the New Economic School in Tbilisi, 5,000 Georgia 150,000 to support human resources 200,000 for the Luntz Project 49,150 for general operations 200 for general operations 300 for annual fund for the current year 5,000 for the "Libel Tourism" conference 3,000 for general operations
200 for general operations
for M Friedman Prize for general operations for work with Demand Debate
Form 990 - 2007 Grants Schedule I - Part II, Part II - Line 22a, Col (A) & (B)
(a) Grantee (b) EIN (c) IRC (g) Amount (h) Purpose
EIN: 52-2166327
Character Education Partnership, Inc Children's Storefront Christians United for Israel Citizens Council on Health Care Citizens United for Research in Epilepsy Claremont Graduate University Claremont Institute Clemson University Foundation
Coalition to Salute America's Heros
1025 Connecticut Ave , Suite 1011 70 East 129th Street PO BOX 1307 1954 University Ave, Ste 8 730 North Franklin Street, #404 150 East 10th Street 937 West Foothill Blvd, Suite E Econ Dept , 222 Sirrine Hall
2 Church Street, Suite 101
Washington New York San Antonio St Paul Chicago Claremont Claremont Clemson
Ossining
DC NY TX MN IL CA CA SC
NY
Coast Guard Foundation Cold Spring Harbor Laboratory College of New Rochelle Colorado Family Institute Commentary, Inc
Commentary, Inc
394 Taugwonk Road PO Box 100 29 Castle Place 8605 Explorer Drive 165 East 56th Street
165 East 56th Street
Stonington Cold Spring Harbc New Rochelle Colorado Spring s New York
New York
CT NY NY CO NY
NY
1,000 for general operations 5,000 for general operations 987 for general operations 250 for general operations 5,000 for general operations 1,200 for Uhlmann/SPE/Research text books 5,250 for general operations 7,000 for the Economics Excellence Fund 500 for general operations 150 for general operations 25,000 for general operations
1,000 for Dr Amy Bass's honors program 147,540 for general operations
1,000 for the Commentary Fund 10,000 in tribute to Neil Kozodoy on his retirement as editor 500 for general operations 495,000 for the Environmental Educational Fund 500 for general operations 500 for general operations 16,200 for general operations to encourage science-based thinking about 1,000 environmental matters for the Program on Freedom and Free Societies 50,000 directed by Barry Strauss 4,000 for the Annual Partnership Program 1,000 for general operations 100 for general operations 200 for general operations 500 for general operations 5,000 for general operations 200 for general operations 500 for general operations 1,500 for the 2008 ADA 1,000 for the Bishop's Circle of Excellence 1,000 for general operations 134,834 to establish a donor advised fund 500 for general operations 30,000 for the Booker T Washington Center 12,000 FBO Economic Thinking 5,000 to support The University Bookman 200 for general operations
Committee for a Constructive Tomorrow Committee for a Constructive Tomorrow Compass Film Academy Compassion and Choices Competitive Enterprise Institute
Cornell Laboratory of Ornithology
1875 Eye Street, NW, 5th FL 1875 Eye Street, NW, 5th FL 560 5th Street, NW, Suite 110 PO Box 101810 1899 L Street, NW, 12th FL
159 Sapsucker Woods Road
DC DC MI CO DC
NY
Cornell University Cornerstone Schools of Washington DC Cornerstone Schools of Washington DC Cottonwood Gulch Foundation
CRPA Foundation Culver Educational Foundation Dallas Life, Inc
Mcgraw Hall, Room 324 PO Box 76456 PO Box 76456 PO Box 25106
271 Imperial Highway, Suite 620
NY DC DC NM
CA
14853 15-0532082 501(C)(3) 20013-6456 52-2084049 501(C)(3) 20013-6456 52-2084049 501(C)(3) 87125 43-6005587 501(C)(3)
92835 73-1719822 501(C)(3)
Daniel Murphy Scholarship Foundation David Horowitz Freedom Center Diocese of San Jose Diocese of San Jose Diversity Alliance for a Sustainable Amer Donors Capital Fund Drug Policy Alliance
East Harlem Churches & Community Urban Ce E Plunbus Unum Films Educational Reviewer, Inc Elderhostel, Inc
1300 Academy Road 12959 Jupiter Road, Suite 260 228 South Wabash, Suite 600 14148 Magnolia Blvd , Suite 103 900 Lafayette Street, Suite 301 900 Lafayette Street, Suite 301 1904 Franklin Street, Suite 517 109 North Henry Street 70 West 36st Street, 16th FL 325 East 101st Street 2247 15th Avenue West PO Box 4 11 Avenue de Lafayette
Culver Dallas Chicago Sherman Oaks Santa Clara Santa Clara Oakland Alexandria New York New York Seattle Mecosta Boston
IN TX IL CA CA CA CA VA NY NY WA MI MA
68-0400757 22314-2903 68-0400757 10018 52-1516692 10029 98119-2417 49332 02111 13-2765924 91-2053400 13-6160965 04-2632526
501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501 (C)(3) 501(C)(3) 501(C)(3) 501(C)(3)
Form 990 - 2007 Grants Schedule I - Part II, Part 11 - Line 22a, Col (A) & (B)
(a) Grantee ( b) EIN ( c) IR C (g) Amount ( h) Purpose
EIN: 52-2166327
Washington Golf
Olympia
DC IL
WA
20005 60029
98507-0522
52-1162185 36-2518129
94-3136961
501(C)(3) 501(C)(3)
501(C)(3)
25,000 for general operating support and research 5,000 for general operations
10,000 for general operations
Evergreen Freedom Foundation Faith and Reason Institute Families Against Mandatory Minimums Found Federalist Society for Law & Public Polic Federalist Society for Law & Public Polic Federalist Society for Law & Public Polic Federation for Amenca,i Immigration Refor Feline Rescue, Inc
Final Exit Network, Inc FINCA International, Inc
PO Box 552 666 11th Street, NW, Ste 450 1612 1015 1015 1015 K Street, NW, Ste 700 18th Street, NW, Suite 425 18th Street, NW, Suite 425 18th Street, NW, Suite 425
WA DC DC DC DC DC DC MN
GA DC
250 in memory of Lloyd Gardner 5,000 to support programming for Slovak students 5,000 7,000 7,500 200,000 for for for for general operations advertising general operations the state courts project
Wichita
Boys Ranch
KS
FL
67202-1215 23-7047821
32064 23-7303117
501(C)(3)
501 (C)(3)
FLOW Fnd for Research on Econ & the Environ Fnd for the Defense of Democracies, Inc Foreign Policy Association, Inc
Foreign Policy Research Institute Foundation for Cultural Review Foundation for Cultural Review
1510 Falcon Ledge Drive 1146 19 Street, NW, Suite 300 470 Park Ave South, 2nd FL
1528 Walnut Street, Suite 610 900 Broadway, Suite 602 900 Broadway, Suite 602
TX DC NY
PA NY NY
20-2238653
12,000 for general operations 10,000 for general operations 10,000 to support the Vets for Freedom Education Fnd 2,500 for general operations
15,000 for general operations 2,000 for The New Criterion 10,000 to support a conference on "Libel Tourism"
23-1731998
Foundation for Cultural Review Foundation for Economic Education Foundation for Rational Economics & Educa Foundation for Teaching Economics Fourth Presbyterian Church Fourth Presbyterian Church Fred Hutchinson Cancer Research Center FREE
Freedom Works Foundation Friends of Animal Adoptions, Inc Friends of the Border Patrol Frontiers of Freedom Institute, Inc Fully Informed Jury Association Fund for American Studies
900 Broadway, Suite 602 30 South Broadway PO Box 1776 260 Russell Boulevard 5500 River Road 5500 River Road 1100 Fairview Avenue, North 662 Ferguson Road 601 Pennsylvania Ave, NW, #700 809 East 7th Street PO Box 572
PO Box 69 PO Box 5570 1706 New Hampshire Ave, NW, Ste 400
New York NY Irvington-on-thuds' NY Lake Jackson Davis Bethesda Bethesda Seattle Bozeman Washington St Paul Chino
Oakton Helena Washington
10003 10533-2529
13-3108424 13-6006960
501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3)
501(C)(3) 501(C)(3) 501(C)(3)
2,500 to support The New Criterion's annual auction 16,200 for general operations 100 for general operations 9,500 for general operations 10,000 for the CD project 85,000 for the Silent Campaign 500 for general operations 5,000 for general operations 1,000 for general operations 250 for general operations 2,000 for general operations for the Center for Science and Public Policy ANPR 7,500 science project 1,000 for general operations 2,950 for general operations
TX CA MD MD WA MT DC MN CA
VA MT DC
77566 74-2066841 95616-3839 51-0183347 20819 53-0196534 20819 53-0196534 98109 59718 20004 55106 91708
22124 59604-5570 20009
Form 990 - 2007 Grants Schedule I - Part II, Part II - Line 22a, Col (A) & (B)
(a) Grantee 1706 New Hampshire Ave, NW, ( b) EIN (c ) IRC (g) Amount ( h) Purpose
EIN: 52-2166327
Ste 400
1706 New Hampshire Ave, NW, Ste 400
Washington
Washington
DC
DC
20009
20009
13-6223604
13-6223604
501(C)(3)
501(C)(3)
SC VA PA
DC NH'
501(C)(3)
53,100 FBO The Tocqueville Program" 500 for general operations 2,000 for general operations
for the Tocqueville Forum on the Roots of American 125,000 Democracy 11,000 for general operations
501(C)(3)
501(C)(3) 501 (C)(3)
675 Intercultural Center, 37th and O St NW Washington 87 Packers Falls Road Durham
Give2Asia GMU Foundation GMU Foundation (Law & Econ Center) GMU Foundation (Law & Econ Center) GMU Foundation (Law & Econ Center) Goldwater Institute
Graduate Center Foundation, Inc (CUNY) Grassroot Institute of Hawaii Gun Owners Foundation
PO Box 193223 4400 University Drive, #MS 1A3 3301 North Fairfax Drive, MS 1G3 3301 North Fairfax Drive, MS 1G3 3301 North Fairfax Drive, MS 1G3 500 E Coronado Road
365 Fifth Avenue, Room 9113 1314 S King Street, #1163 8001 Forbes Place, Suite 102
CA VA VA VA VA AZ
NY HI VA
to support Matthew Hu's work at the Being Cultural 12,000 Heritage Protection Center 5,000 for general operations for an honorarium re mini-economics course for new 9,500 faculty for general operating funds for the GMU School of 25,000 Law 100,250 for general operations 600 for general operations
6,500 to support Robert Fnedhoffer's work 15,000 for transparency programming 300 for general operations
Hanover Institute Hanover Institute Harrison Medical Center Foundation Heartland Institute Help Hospitalized Veterans Heritage Foundation
Heritage Foundation
1653 Marton Road 1653 Marton Road 2520 Cherry Avenue 19 South LaSalle Street, Suite 903 36585 Penfield Lane 214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
VT VT WA IL CA DC
DC
17,000 for general operations 140,000 for general operations 200 for general operations 11,750 for general operations 200 for general operations 1,000 for defense policy studies
27,350 for general operations
Heritage Foundation Hillsdale College Himalayan Healthcare, Inc Hoover Institution-Stanford University Hudson Institute Hudson Institute Hudson Institute IFES, Inc Illinois Policy Institute
214 Massachusetts Avenue, NE 33 East College PO Box 737, Planetarium Station 434 Galev Mall 1015 15th Street, NW, Sixth Floor Suite 600 1015 15th Street, NW, Sixth Floor Suite 600
1015 15th Street, NW, Sixth Floor
Washington Hillsdale New York Stanford Washington Washington Washington Washington Chicago
DC MI NY CA DC DC DC DC IL
20002-4999 23-7327730 49242 38-1374230 10024 13-3675381 94305-6010 94-1156365 20005 20005 20005 20005 60603 13-1945157 13-1945157 13-1945157
200 for the Heritage Resource Bank 4,000 for general operations 1,000 for general operations 500 for general operations 10,000 for general operations and research support 10,000 for general operations 10,000 for the Center for European Studies 5,000 for the 2008 Program for visiting election officials 10,000 for general operations
Suite 600 1101 15th Street, Suite 300 190 South LaSalle St , Ste 2130
EIN: 52-2166327
Independent Institute Independent Women's Forum Institute for Energy Research Institute for Health Freedom Institute for Humane Studies Institute for Humane Studies Institute for Justice
4400 Jenifer Street, NW, Ste , 240 655 15th Street, NW Suite 825 1875 Eye Street, NW, Ste 500
3301 North Fairfax Drive, Suite 440
DC DC DC
VA VA VA VA
35,000 for general operations 300,000 for general operations 250 for general operations
1,000 as a memorial gift - Chet Anderson
3301 North Fairfax Drive , Suite 440 901 N Glebe Road , Suite 900 901 N Glebe Road , Suite 900 1660 S Stemmons Freeway, Suite 475 2001 Jefferson Davis Highway, Ste 511
6415 Woodlawn Avenue 1521 16th Street, NW
18,200 for general operations 100 for annual fund for the current year 23,700 for general operations 1,000 for general operations 20,000 3,000 6,000 30,000 for for for for the work of Roger Scruton the benefit recital general operations general operations
TX VA IL DC DC
DE
Intercollegiate Studies Institute International Policy Network US, Inc International Policy Network US, Inc
International Society for Individual Libe
3901 Centerville Road, PO Box 4431 Wilmington 214 Massachusetts Avenue, NE Washington 214 Massachusetts Avenue, NE Washington
835 West Warner Road #101-617 Gilbert
DE DC DC
AZ
IONA Senior Services Irish Rover, Inc J A of the National Capital Area Jacob A Riis Neighborhood Settlement James Madison Institute for Public Policy Judicial Watch Judicial Watch Just Facts, Inc Kalamazoo College Kalamazoo Community Foundation
Kathmandu Valley Preservation Trust
4125 Albemarle St, NW PO Box 46 1725 Eye Street, NW, Suite 200 10-25 41st Avenue PO Box 37460 501 School Street, SW, Suite 500 501 School Street, SW, Suite 500 184 Columbia Turnpike, Ste , 281 1200 Academy Street 151 South Rose Street, Suite 332
136 West 21st Street, 11 FL
Washington Notre Dame Washington Long Island City Tallahassee Washington Washington Florham Park Kalamazoo Kalamazoo
New York
DC IN DC NY FL DC DC NJ MI MI
NY
20016-2105 46556 20006 11101 32315-7460 20024 20024 07932 49006 49007-4775
10011
52-1039553 20-2629921 54-0788947 11-1729398 59-2811908 52-1885088 52-1885088 20-8725168 38-1358014 38-3333202
22-3063050
501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3)
501 (C)(3)
450 15,000 25,000 100 400 2,500 3,000 2,500 500 300 1,000 3,500 100 100 2,000 5,000 500 5,000 10,000
Kathmandu Valley Preservation Trust KCET Community TV of Southern CA Keck Graduate Institute Keren Yehoshua v'Yisroel, Inc KOCE-TV Foundation Lake Forest College Lakeside School
136 West 21st Street, 11 FL 4401 Sunset Blvd 535 Watson Drive 1022 East 10th Street 17011 Beach Blvd , Suite 1550 555 N Sheridan Road 14050 1st Ave , NE
New York Los Angeles Claremont Brooklyn Huntington Beach Lake Forest Seattle
NY CA CA NY CA IL WA
22-3063050 501(C)(3) 95-2211661 501 (C)(3) 95-4625327 501(C)(3) 22-3209160 501(C)(3) 95-3220724 501(C)(3) 36-2167770 501(C)(3) 91-0564971 501(C)(3)
for general operations for general operations for general operating and research support for general operations for annual fund for the current year for general operations for general operations for general operations for general operations for annual fund for the current year for general operations for general operations for annual fund for the current year for annual fund for the current year for general operations for "New York for Nepal" program for general operations for general operations to support Binyamin L Jolkovsky, Editor-in-Chief of "The World Review"
200 for general operations 3,500 for general operations 150 for the annual fund
Form 990 - 2007 Grants Schedule I - Part II, Part II - Line 22a, Col (A) & (B)
(a) Grantee ( b) EIN
Leesburg Farmington VA MN 20176 55024 51-0203802 41-1520897
EIN: 52-2166327
(c ) IRC
501(C)(3) 501(C)(3)
(g) Amount
( h) Purpose
1101 North Highland Street 1101 North Highland Street 1101 North Highland Street 1101 North Highland Street
PO Box 1181 707 Wilshire Blvd , Suite 1850
VA VA VA VA
WA CA
Los Angeles Jewish Home for the Aging Los Angeles Mission, Inc Lucy Burns Institute Ludwig Von Mises Institute Mackinac Center for Public Policy
Manhattan Institute for Policy Research
7150 Tampa Avenue 303 East 5th Street 301 S Bedford Street, Suite 6 518 West Magnolia Avenue 140 West Main Street, PO Box 568
52 Vanderbilt Avenue
CA CA WI AL MI
NY
1,000 for general operations 200 for general operations 12,800 for ongoing projects on new media 2,500 for general operations 5,500 for general operations
15,500 for general operations
38-2701547 501(C)(3)
13-2912529 501 (C)(3)
Manhattan Institute for Policy Research Manhattan Institute for Policy Research Manhattan Institute for Policy Research Marijuana Policy Project Foundation Massachusetts General Hospital - AIDS Res
Media Research Center
52 Vanderbilt Avenue 52 Vanderbilt Avenue 52 Vanderbilt Avenue Capitol Hill, PO Box 77492
University Park, 65 Landsdowne St,
NY NY NY DC MA
VA
1,000 for the Center for the American University 15,000 for Hamilton Dinner Support to support expenses of the Center for the American 5,000 University 5,250 for general operations 5,000 for Dr Hirsch's scientific research
2,500 for sponsorship of the Annual Gala
Rm 419
325 S Patrick Street
04-1564655 501(C)(3)
54-1429009 501(C)(3)
Alexandria
New York
VA
NY
22314
10021
54-1429009 501(C)(3)
13-1924236 501 (C)(3)
Mercatus Center, GMU Mercatus Center, GMU Mercatus Center, GMU Methodist Home of DC Metropolitan Opera Middle East Forum Milton and Rose D Friedman Foundation
Milton and Rose D Friedman Foundation
3301 North Fairfax Drive, Suite 450 3301 North Fairfax Drive, Suite 450 3301 North Fairfax Drive, Suite 450 4901 Connecticut Avenue Lincoln Center 1500 Walnut Street, Ste 1050 One American Square, Suite 1750, Box 82078 One American Square, Suite 1750,
Box 82078
VA VA VA DC NY PA IN
IN
22201-4433 22201-4433
54-1436224 501(C)(3) 54-1436224 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501 (C)(3) 501(C)(3)
501(C)(3)
250 for general operations 4,700 for general operations 20,000 200 3,910 1,000 for for for for the Economics Department annual fund for the current year the Patron Program general operations
35-1978359
35-1978359
Minneapolis Minneapolis
Bozeman
MN MN
MT
55404 55418
59717-2750
41-1607453 41-1439560
81-6001649
501(C)(3) 501(C)(3)
501(C)(3)
Washington
DC
20037
52-1958046
501(C)(3)
Form 990 - 2007 Grants Schedule I - Part II, Part II - Line 22a, Col (A) & (B)
(a) Grantee (b) EIN Lakewood
New York
EIN: 52-2166327
(c ) IRC 501(C)(3)
501 (C)(3)
(g) Amount
(h) Purpose
CO
NY
80227
10013
84-0736725
20-3237801
MD MT
VA
21117 59717
22151-2125
100 for annual fund for the current year 70,000 for general operations
1,000 for general operations
National Arbor Day Foundation National Center for Policy Analysis National Center for Public Policy Researc
National Center for Science Education, In
100 Arbor Avenue 12770 Coit Road, Suite 800 501 Capitol Court, NE, Suite 200
420 40th Street, Suite 2
NE TX DC
CA
100 for general operations 3,000 for general operations 5,000 for general operations
10,000 for general operations
National Committee on American Foreign Po 320 Park Avenue, 8th FL National Dance Institute 594 Broadway, Room 805 National Immigration Forum 50 F Street, NW, #300
National Legal & Policy Center National Review Institute 107 Park Washington Court 215 Lexington Avenue
NY NY DC
VA NY
4,000 for general operations 10,000 for Hunts College Elementary School 1,000 for general operations
4,700 for general operations 1,000 for general operations
to Life Committee Educatio to Work Legal Def & Edu to Work Legal Def & Edu to Work Legal Def & Edu Taxpayers Union Foundation
512 10th Street, NW 8001 Braddock Road, Ste 500 8001 Braddock Road, Ste 500 8001 Braddock Road, Ste 500 108 North Alfred Street
108 North Alfred Street
DC VA VA VA VA
VA
for general operations for general operations for annual fund for the current year for the annual fund for fundraising
Alexandria
VA
22314-3032
02120
52-1122883
20-4597358
501 (C)(3)
501(C)(3)
Roxbury Crossing MA
Nature Conservancy-CT Chapter New Atlantic Initiative New Atlantic Initiative New River Education Fund New York Academy of Sciences New York Historical Society
New York Historical Society
PO Box 1162 3105 Woodley Road, NW 3105 Woodley Road, NW 5616 Verano Place 7 World Trade Center, 250 Greenwich St 40th FI 170 Central Park West
170 Central Park West
CT DC DC CA NY NY
NY
5,000 for general operations 119,000 for general operations 80,000 for general operations 2,500 for project support 15,000 for general operations 5,000 for general operations
15,000 for the Chairman's Council
New York University Northwest Center NRA Freedom Action Foundation NumbersUSA NumbersUSA Oregon Better Government Project Pacific Justice Institute Pacific Legal Foundation
726 Broadway, 2nd FL 2702 Ontario Road, NW 11250 Waples Mill Road 1601 North Kent Street, Suite 1100 1601 North Kent Street, Suite 1100 836 NE Jarrett Street PO Box 276600 3900 Lennane Drive, Suite 200
NY DC VA VA VA OR CA CA
for the Alexander Hamilton Center directed by Bruce 100,000 Bueno de Mesquita 1,000 for the Pregnacy Center 770,000 for general operations 1,300,000 for general operations 400,000 25,000 1,000 1,750 to provide general operating and program support to support the Paul Jacobs legal defense for general operations for general operations
47-0865426 501(C)(3) 47-0865426 501(C)(3) 20-8133881 501(C)(3) 91-1823641 501(C)(3) 94-2197343 501(C)(3)
EIN: 52-2166327
(c ) IRC
501(C)(3) 501(C)(3)
(g) Amount
(h) Purpose
500 for State Policy Network 5,000 for tax policy research
Taxpayers League Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Thomas More College of Liberal Arts Trinitas Classical School Turning Points Research Institute Union Gospel Mission Union Rescue Mission United Cerebral Palsy Assc of San Diego United Way of the National Capital Area University of Arizona - Philiosophy Depar University of CA Regents-Berkeley University of Maine University of Notre Dame University of Southern California University of Texas - Austin University of Texas - Austin University of Texas - Austin University System of Maryland Foundation US English Foundation US Holocaust Memorial Council Virginia Institute for Public Policy Visions of a Better World Foundation Visual Understanding in Education Wakefield County Day School, Inc Warriors and Quiet Waters Washington Legal Foundation Washington National Cathedral Washington Policy Center
PO Box 120444 900 Congress Avenue, Suite 400 900 Congress Avenue, Suite 400 900 Congress Avenue, Suite 400 6 Manchester Street 262 Leonard Street, NW, Ste 2 1580 St Paul Street, #4 3211 Irving Blvd 545 S San Pedro Street
St Paul Austin Austin Austin Merrimack Grand Rapids Denver Dallas Los Angeles
MN TX TX TX NH MI CO TX CA
55112 78701 78701 78701 03054 49504 80206 75247 90013-2101 92067 22182 85721-0027 94720-7200 04469-5754 46556 90089-4017 78713-7726 78713-7726 78713-7726 20742 20006 20090-0988 20155
41-1940550 501(C)(3) 74-2524057 501(C)(3) 74-2524057 74-2524057 02-0344073 20-5337994 06-1284855 75-6003612 95-1709293 95-1709293 53-0234290 53-0234290 501(C)(3) 501(C)(3) 501 (C)(3) 501 (C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501 (C)(3) 501 (C)(3) 501(C)(3)
250 for general operations 3,000 for general operations 50,000 2,500 2,500 250 7,000 5,000 200 to examine accreditation reform in higher education to support the Center for Education Policy for general operations for general operations for general operations for general operations for general operations
1,000 for the Beach & Country Guild 3,000 for Andar No 1271691, Code #9000 15,000 for the Philosophy of Freedom Program for Law & Economics, to support research and 100,000 teaching in the Berkeley Program to support the Western Civilization and American 16,000 Liberty program 33,000 for general operations 500 for general operations for the graduate training program directed by Prof 50,000 Pangel 50,000 for the purchase of periodicals for graduate students for the Center for the Study of Western Civilization 100,000 and American Institutions
to support the research activities of Professor Jim
200 PO Box 210027 793 Simon Hall, MC 7200 5754 North Stevens Hall, Rm 229 217 Shaughnessy Hall University Park Campus, ADM 160, MC 4017 PO Box 7726 PO Box 7726 PO Box 7726
UMD, Computer Science Dept, A V
Vienna Tucson Berkeley Orono Notre Dame Los Angeles Austin Austin Austin College Park Washington Washington Gainesville
VA AZ CA ME IN CA TX TX TX MD DC DC VA
94-3067788 501(C)(3) 01-6000769 501(C)(3) 35-0868188 501(C)(3) 95-1642394 74-6000203 74-6000203 501(C)(3) 501(C)(3) 501 (C)(3)
74-6000203 501(C)(3) 74-6000203 52-1524976 52-1309391 54-1870848 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501 (C)(3) 501 (C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3) 501(C)(3)
Williams Building
1747 Pennsylvania Ave NW, Suite
50,000 Purtilo 250 for general operations 200 for general operations 5,000 for general operations 10,000 support for 8,000 for general 12,000 for general 2,500 for general the Good Ancestor Principle Workshop operations operations operations
119 W 23rd Street, Suite 905 PO Box 107 4432 Annette Park Drive 2009 Massachusetts Avenue, NW 3101 Wisconsin Avenue NW PO Box 3643
NY VA MT DC DC WA
5,000 for general operations 200 for annual fund for the current year 200 for general operations
a EIN: 52-2166327
(b) EIN
23-7050397 38-2138856
(c) IRC
501 (C)(3) 501(C)(3)
(g) Amount
(h) Purpose
5,000 for general operations 100 for annual fund for the current year
WETA WHWG Initiative for Studying Public Polic Williams College World Jewish Congress Foundation Wounded Warrior Project, Inc Yellowstone Association Yellowstone Park Foundation
YMYW Hebrew Association
2775 South Quincy Street 1025 Thomas Jefferson St , NW 75 Park Street 2125 Biscayne Blvd , Suite 310 PO Box 758517 PO Box 117 222 East Main Street, Suite 301
1395 Lexington Avenue
VA DC MA FL KS WY MT
NY
for annual fund for the current year for general operations for the Williams Parents Fund for general operations for general operations for general operations for general operations
CA VA MD VA
DC
200 for general operations 31,000 for general operations 15,000 for general operations 1,000 for general operations
2,400 for the youth leadership foundation
Young Life Metro DC Capernaum Partnership 2334 Belleview Avenue Youth for Tomorrow-New Life Center, Inc
Youth Leadership Foundation
84-0385934 52-1342268
52-2016259
TOTAL GRANTS
9,427,072