990
OMB No 1545-0047
1
,
2008
t+pen tio^graonc r:nspecuon
Inc
Room /suite E
54-1934032
Telephone number
Initial return
specfic Inst
lions.
535-3563
Amended return
Alexandria
F Name and address of principal officer Wh itney L. Ball P . O.
LI
I
J
K
Application pending
BOx
1305
Alexandria
VA 22313
H(b) Are all affiliates included' If 'No,' attach a list ( see instructions) 14(c) Group exemption number IN.
Yes
FXN
Yes
( 3
n Trust n
(insert no)
Association D
n 4947(a)(1) or
527
L Year of Formation 1999 M State of legal domicile MD
1
U F 7
s _port > Rc 509 ( a) (1) , (2) s (3) ores, which alleviate, ------------
through education , research and private initiatives , society's most pervasive and radical needs, including those relating to social - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - welfare _health_environment, economics, governance , foreign relations, and arts and culture; and which encourage philanthropy -------------------------- - - -----------and individual giving and reponsibility as an answer to society' s needs, as opposed to governmental involvement. -------------------------rha-k this hnv ^ fl if the nrnnniva#inn rticrnn#inuarl itc nnerafions or riicnncpri of mnrp than 95% of its assets.
ad
'' a
3 4 5 6 7a b
8
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, column (C) Net unrelated business taxable income from Form 990-T, line 34
Contributions and grants (Part ^ III, Ilrt^^m _
9 10 11
Program service revenue (Part1Vlll Ilne 2g) Investment Income (Part VIII, cotamn^qln1s ^, 428(.7 Other revenue (Part VIII, colI nes 5,6d, 8c, 9c, 10
d l le)
12 13
14 15
Total revenue - add lines 8 throw f1.11 (must equal Pa _ ,t lumn (A), line 12) s 1-3 Grants and similar amounts paid (Pa^ )
Ine 4) Benefits paid to or for members(Psrt c t Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
tj LO
16a Professional fundraising fees (Part IX, column (A), line 11e) b Total fundraising expenses (Part IX, column (D), line 25) ^ Other expenses (Part IX, column (A), lines 11a-11d, 1lf-24f) Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 0. 45 743, 610. 494, 611.
M G 8 16 C
17 18
694,924. 71,553,137.
19 20 a9 21
ZLL 22
Revenue less ex p enses. Subtract line 18 from line 12 Total assets (Part X, line 16) Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20
Part II
Si nature Bock
under penalti true, correct, n ri rv I le 6 lave that I have caminedthcs the th clar .ion of pre r turn includin accompanying sched les and statements , and to the ^est of my knowledge and belief, it is officer) is bas o d on all information o whic h prepare( h as any k now l e ge
Sign
4
Sliar
13 NN
2409
Here
^
L.
Ba
Paid
Pre-
Preparer's signature
^ Jeffre y
sik
Use r,s
Only
ZIP+4
May the IRS discuss this return with the preparer shown above? (see I BAA For Privacy Act and Paperwork Reduction Act Notice , see the
Form 990 (2008) Donors Ca p ital Fund , Inc Part III Statement of Program Service Accomplishments (see instructions)
1
54-1934032
Pa ge 2
Briefly describe the organization's mission. Support-IRC 509 (a) (1)1 (2) & (3) orgs,_which alleviate, through education, research and private_ ------------- ---------- --------initiatives, s ociety's most pervasive and radical needs, including those relating to social welfare,-------- ---See Form 990, Page 2, Part III, Line 1 ccontmued) _ _ _ _ _ _ _ ------------------------------------------Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Yes No If 'Yes,' describe these new services on Schedule 0 Yes XQ Did the organization cease conducting, or make significant changes in how it conducts, any program services? 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
3 4
4a (Code 70, 858, 213. ) (Revenue $ 32 , 180, 868. ) ) (Expenses $ 70, 878, 798. including grants of $ through________________ Support IRC 509(a) (1)_& 509(a) (2)_orgp1-which alleviate
education, research and private initiatives , society ' s most pervasive and radical needs, including those relating to social---------------------welfare, health, environment , economics -governance , foreign relations , and arts and culture and which encourage philanthropy --------------------
and individual giving and responsibility as an answer to society' s needs,_ as opposed to governmental involvement.
4b (Code
) (Expenses
including grants of
)(Revenue
4c (Code
) (Expenses
including grants of
)(Revenue
4d Other program services (Describe in Schedule 0 ) ) (Revenue $ including grants of $ (Expenses $ 70,878,798. (Must equal Part IX, Line 25, column (8)) 4e Total program service expenses ^ $
BAA
TEEA0102
12/24/08
Form 990(2008)
Form990 (2008)'
Donors Ca p ital
Fund ,
Inc
54-1934032 Yes
Page3 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 (c)(3) organizations . Did the organization engage in lobbying activities? If 'Yes,' complete Schedule C, Part 11 Section 501 (cX4), 501 (c)(5), 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 /11 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 1 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 11 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part 111 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, Vll, Vlll, IX, or X as applicable 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' If 'Yes,' complete Schedule D, Parts Xl, Xll, and Xlll Is the organization a school described in section 170(b)(1)(A)(i)? If 'Yes,' complete Schedule E
1 2 3 4 5 6 7 8
X X X X
X X X
10 11 12
9 10 11 12 13 14a 14b 15 16 17 18 19 20 21 22 23
X X X X X X X X X X X X X X X X
13 14a Did the organization maintain an office, employees, or agents outside of the U S 7
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, 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 assistance to any organization or entity located outside the United States? If 'Yes,' complete Schedule F, Part ll Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate 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 11 e' If 'Yes,' complete Schedule G, Part / Did the organization report more than $15,000 total on Part VIII, lines 1 c and 8a' If 'Yes,' complete Schedule G, Part ll Did the organization report more than $15,000 on Part VIII, line 9a' If 'Yes,' complete Schedule G, Part /1/ Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H Did the organization report more than $5,000 on Part IX, column (A), line 17 If Yes,'complete Schedule 1, Parts 1 and ll Did the organization report more than $5,000 on Part IX, column (A), line 2? If 'Yes,' complete Schedule 1, Parts l and 111 Did the organization answer 'Yes' to Part VII, Section A, questions 3, 4, or 57 If 'Yes,' complete Schedule J
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, and that was issued after December 31, 2002' If 'Yes,' answer questions 24b-24d and complete Schedule K. If 'No,'go to question 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an 'on 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 year7 If 'Yes,' complete Schedule L, Part lI 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 111
X X X
TEEA0103
10/13/08
'
Form990 (2008)' Donbrs Cap ital Fund , Inc Part IV Checklist of Required Schedules (continued)
28 During the tax year, did any person who is a current or former officer, director, trustee, or key employee
54-193403
ge 4 No
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 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 I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part /l Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701 -2 and 301 7701-3' If 'Yes,' complete Schedule R, Part I 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 X X
31 32 33 34 35 36 37 BAA
lEEA0104
12/18/08
Donors Capital
Fund,
Inc
54-1934032
Pages Yes No
Tax Compliance
1a lb! 0 0 1c X
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 l a. Enter -0- if not applicable
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 1 a and 2a is greater than 250, you may be required to e-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. ^ Bermuda 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 $75? b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282' I 7d1 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 (c)(3) 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)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 Section 501(cx12) organizations. Enter a Gross income from other members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) 12a Section 4947(aXl) non -exempt charitable trusts. Is the organization filing Form 990 in lieu of b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year BAA
0
2b
3a 3b 4a
X X X
5a 5b 5c 6a 6b 7a
X X
7c
7e 7f 7g 7h
X X
8 9a 9b
X X X
TEEA0105
04/08/09
Form 990 (2008)'Donors Ca p ital Fund , Inc 54-1934032 Page 6 Governance , Management and Disclosure (Sections A, B, and C request information about policies not Part VI required by the Internal Revenue Code.)
Section A.
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 9 b Enter the number of voting members that are independent 1b 8 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 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? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followinga The governing body's b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates? 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
8a 8b 9a 9b 10
X X X
organization's mailing address' If 'Yes,' provide the names and addresses in Schedule 0 Sectio n B. Policies
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 decisiona 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)
11
X
No
15a 15b
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? 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
16a
16b
See States Form 990 Filed In -----------------------------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 XX Upon request 11 Own website 1-1 Another's website 19 20 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 State the name , physical address, and telephone number of the person who possesses the books and records of the organization _ _ _ _ - - _ (703)535-3563 the Organization _ _ _ - _the Organization' s- Address Form 990 (2008)
BAA
TEEA0106
12/18/08
Donors
Ca p ital
Fund ,
Inc
54-1934032
Page 7
Part VII
Com pensation 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 $10,000 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 n Check this box if the organization did not compensate any officer, director, trustee, or key employee (A)
Name and Title
(B)
Average h ours per week X .. C:y s
(c)
Position (check all that apply) 2 > 7 2 , ti ? u ti
(D)
Reportable compensation from the org anization (W-211099-MISC)
(E)
Reportable compensation from related org anizations ( W - 2/10 9 9 - MISC )
(F)
Estimated amount of other compensation f rom th e organization and related organizations
a'
IT
Me V erson
President/BoD
Bruce-H -Jacobs ----------
X X X X X X X X X
X X X
0. 0. 0. 0.
0. 0. 154,623. 0. 0. 0. 0. 0. 0. 116,711.
0. 0. 15,000. 0. 0. 0. 0. 0. 0. 0.
Vice Pres./BoD
Whitney L Ball_ -------------
Sec./BoD
Christopher -DeMuth _ _ ----
0. 0. 0. 0. 0.
Board Member
William H Mellor --- -----------------Board Member
John Von Kannon ---- ----------------3.00 Board Member Cliett Melissa - -------------------20.00 Asst. Treas.
0.
Form 990 (2008)'Donots Ca p ital Fund , Inc 54-1934032 Page 8 Part VII Section A. Officers. Directors . Trustees - Kev Emninveec . and Hiahest Compensated Emnlovees (cnnt )
(A) Name and Title
(B) (c) Average Position (check all that apply) ho urs per wee - a A CID 3 0 N o .3
CD M
(D) Reportable
compensation from the org anizat i on (W-211099 - MISC)
(E) Reportable
compensation from related org anizations (W -211099- MISC)
(F) Estimated
amount of other compensation from the organization and related organizations
g m
0 0
M n
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - - -
1bTotal
2
0.
0.
271, 334.
15,000.
Total number of individuals (including those in 1a) who received more than $100,000 In reportable compensation from the organization Yes No X
3 4
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line l a? If 'Yes,' complete Schedule J for such individual For any individual listed on line 1a, 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
4 5
X X
Did any person listed on line la receive or accrue compensation from any unrelated organization for services rendered to the organization? If 'Yes,' complete Schedule J for such person Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of com pensation from the organization. 5 (A) Name and business address (B) Description Services of
(C) Compensation
2 BAA
Total number of independent contractors (including those in 1) who received more than $100,000 in compensation from the oraanlzatlon ^ 0 TEEA0108 10/13108 Form 990 (2008)
)8)
Donors Capital
Fund,
4-1934032
(C) Unrelated business revenue
Page 9
Statement of Revenue
Revenue excluded from tax under sections 512, 513, or 514
1a b c d e
Federated campaigns Membership dues Fundraising events Related organizations Government grants (contributions)
1 1 1 1 1
a b c d e
0. 0. 0. 1 , 527 , 500. 0.
CO 1-
rX o Z= La
W :3
1 f 4 0, 12 2, 0 71.
$ 1,473,747. 41,649,571.
Business Code 1
W CU
W
2a -----------------b
C
d
- - - - - - - - - - - - - - - - - -
------------------
Q
o
-----------------f All other program service revenue g Total . Add lines 2a-2f Investment income (including dividends, interest and
3 4 5 6a b c d
0.
-183,045. -1,854,117.
Gross Rents Less rental expenses Rental income or (loss) Net rental income or (loss)
( i) Securities 28, 069, 237. (n) Other
11 -2 , 102 , 817.
n_
n_
-----------------------------------
0.1
TEEA0109
Donors Capital
Fund,
Inc
54-1934032
Page 10
of Functional Ex
and 501(cx4) organizations must complete all columns. All other organizations must com plete column (A) but are not required to complete columns (B), (C), an d (D). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part V///. 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 Total expenses B Program) rogram service enses ex p Management and general expenses Fundraising expenses .
70 858,213.
70,858,213.
._,' ,Q '1^4,,i 0. 0. 0. 0.
.
0.
.
0.
.
0.
.
0.
0.
0.
0.
0.
0.
0.
0.
0.
10
11
Payroll taxes
Fees for services (non-employees)
0. 0.
144.
0. 0.
0.
0. 0.
144.
0. 0.
0.
a Management
b Legal
c Accounting
d Lobbying e Prof fundraising svcs See Part IV, In 17
10 , 800.
0. o.
0.
0.
10,800.
0.
0.
0. 0.
20, 585.
20, 585.
0.
0.
a . - -
e ;^ ^^
_ aTaxes & fili_ng _ fees bAdmin services ---------------------cRegistration fees Bank fees d ---------------------e Postage ________________
f All other expenses
0. 0. 0. 0. 0. 0.
BAA
TEEA0110
12/19/08
'
Inc
54-1934032
(A) Beginning of year
Page11
(B) End of year
Cash - non-interest-bearing
2
3 4 5
58 537, 580.
2
3 4 5 4 6 7 8 9 41 10c
A s E s
Pledges and grants receivable, net 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 b Less: accumulated depreciation Complete Part VI of Schedule D 10b
11
12 13 14
20 538 897. 11
12 13 14
15 16
17 18 19 20 21 22
Other assets. See Part IV, line 11 Total assets Add lines 1 throug 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 X and complete lines Organizations that follow SFAS 117, check here ^ 27 through 29 and lines 33 and 34.
15 16
17 18 19 20 21
B L i E
,h,
z 22 23
23 24 25 26 N T
24 25 26
75,259. 187,259.
A
E R 6 N A A
27
28 29
30 31 32
N E
33 34
Total net assets or fund balances. Total liabilities and net assets/fund balances.
Part XI
1
F] Other X1 Accrual F] Cash Accounting method used to prepare the Form 990 : 2a Were the organization ' s financial statements compiled or reviewed by an independent accountant? b Were the organization ' s financial statements audited by an independent accountant? c If 'Yes ' to 2a or 2b , does the organization have a committee that assumes responsibility for oversight of the audit, review , or compilation of its financial statements and selection of an independent accountant? 3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? udits7 If 'Yes.' did the organization underoo the BAA
TEEAot t 1
12/22/08
OMB No 1545-0047
SCHEDULE A
(Form 990 or 990-FZ)
Department Treasu ry Internal Reven eeServce
Name of the organization
2008
Open to Public
Inspection
Employer identification number
Donors Ca p ital Fund , Inc 54-1934032 Partil Reason for Public Charity Status (All oraanizatlons must complete this part.) (see instructions)
The organization is not a private foundation because it is (Please check only one organization ) 1 A church, convention of churches or association of churches described in section 170(bX1XA)(i) 2 A school described in section 170(bX1XA)(i). (Attach Schedule E ) 3 A hospital or cooperative hospital service organization described in section 170(bX1XA)(iii). (Attach Schedule H ) 4 A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii) Enter the hospital's _______________________ name, city, and state d_______________________ 5 F] An organization operate for the benefit of a college or university owned or operated by a governmental unit described in section 170(bX1XA)(iv). (Complete Part II.) 6 8 A federal, state, or local government or governmental unit described in section 170(bX1XAXv) 7 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 ) 8 u A community trust described in section 170 (bX1XAXvi). (Complete Part II ) 9 u 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 ) 10 An organization organized and operated exclusively to test for public safety See section 509(aX4). (see instructions) 11 X 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 11 a through 11 h d u Type Ill- Other a Type I c u Type Ill - Functionally integrated b u Type II e u By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) u If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, I check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (1) 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? 11 ii) (i) a family member of a person described in (I) above? 11 g (iii) (iii) a 35% controlled entity of a person described in (I) or (ii) above ? h Provide the following information about the organizations the organization supports.
(i) Name of Supported Organization (ii) EIN (i)Type of organization (described on fines 1.9 above or IRC section (see instructions)) (iv) Is the organization in col listed in your () governing document (vi) Is the (v) Did you notify the organization in organization in col (I) organized in the col () of your support) U S 7 (vii) Amount of Support
Yes
See Grantee Schedule, Att
No
Yes
No
Yes
No
70, 868, 213
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 54-1934032 Donors Ca p ital Fund, Inc Part II Support Schedule for Organizations Described in Sections 170(bX1XAXiv) and 170(bX1XAXvi) (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 Gifts, grants, contributions and membership fees received (Do not include 'unusual grants ') 2 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf 3 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 4 Total . Add lines 1-3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 from line 4 Section B. Total Support 6 Calendar year (or fiscal year beginning in) 7 8 Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources 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 through 10 Gross receipts from related activities, etc. (see instructions) (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008
Page 2
(f) Total
(f) Total
10
11 12 13
12
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 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 ^ u ^ u
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 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 oroanization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2008 BAA
TEEA0402 12/17/08
Schedule A (Form 990 or 990-EZ) 2008 Donors Ca p ital Fund, Inc Part III Support Schedule for Organizations Described in Section 509(aX2) (Complete only if you checked the box on line 9 of Part I ) Section A. Public Support
Calendar year (or fiscal yr beginning in) 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 2007
54-1934032
Page 3
(e) 2008
Total
(a) 2004
(b) 2005
(c) 2006
(d) 2007
(e) 2008
(f) Total
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, ia, 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
10.
__
% 15 15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f)) 16 % 16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g S ection D. Computation of Investment Income Percentage % 17 17 Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) % 18 18 Investment income percentage from 2007 Schedule A, Part IV-A, line 27h 19a 33- 113 support tests - 2008. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is not ^ u more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization u b 33-113 support tests - 2007 . If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18 ^ is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19 b, check this box and BAA TEeao4o3 oi129io9 Schedule A (Form 990 or 990-EZ) 2008
Schedule A (Form 990 or 990-EZ) 2008 54-1934032 Donors Ca p ital Fund, Inc Page4 [ 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
TEEAoaoa
10/07/08
(Form 990)
SCHEDULE D
OMB No 1545-0047
2008
Open to Public In spection Employer Identification number
Donors Ca p ital Fund , Inc 54-1934032 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 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 20. 41 , 649 , 571. 70 858 213. 55,161,415. XQ Yes No (b) Funds and other accounts
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 beneflt7? F X] Part `ll Conservation Easements Complete if the organization answered 'Yes' to Form 990, Part IV, Iine 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) Preservation of an historically important land area Protection of natural habitat HPreservation 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 41a Total number of conservation easements 2a 2b Total acreage restricted by conservation easements 2c Number of conservation easements on a certified historic structure included in (a) 2d Number of conservation easements included in (c) acquired after 8/ 17/06 Number of conservation easements modified , transferred , released, extinguished , or terminated by the organization during the taxable year 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)(ii)' F1 Yes No
[] Yes
No
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 11$ 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 $ included in Form 990, Part X (ii) Assets 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 in Form 990, Part X $ b Assets included BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2008
TEEA3301
12/23/08
Sche dule D (Form 990) 2008 Donors Capital Fund, Inc Page 2 54-1934032 Part 111 I 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): a Public exhibition Loan or exchange programs d b Scholarly research Other e c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar 3
Yes assets to be sold to raise funds rather than to be maintained as p art of the organization's collection? No IY Trust , Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Part Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other 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 table* c 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 21 ? b If 'Yes,' explain the arrangement in Part XIV 1 1 1 1 C d e f Yes No 11 Yes Amount No
Part
Endowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line 10.
(al r rrent year (hl Prior year (cl Two years hack (d) Three years back (e) Four nears back
1 a Beginning of year balance b Contributions c Investment earnings or losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2
Provide the estimated percentage of the year end balance held as: 100.00 % a Board designated or quasi-endowment P,
0.00 % 0.00%
Yes 3a(i) 3a(ii) 3b No X X
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 R' 4 Describe in Part XIV the intended uses of the organization ' s endowment funds
' o'iflull ` Inwactman + c-1 and Rnilrlinne anti Fniiinmpnt qpim Fnrm cign Part X Imp 10
(c) Depreciation
e Other
Total . Add lines la - le (Column (d) should equal Form 990, Part X, column (B), line 10(c)) BAA Schedule D (Form 990) 2008
TEEA3302
12/23/08
Schedule D (Form 990) 2008 Donors Ca p ital Fund , Inc ,Part V11 , I Investments - Other Securities See Form 990, Part X, Ilne 12 (a) Description of security or category (b) Book value (includin g name of security) Financial derivatives and other financial products Closely-held equity interests Other ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Total. (Column (b) should equal Form 990 Part X, col. (B) line 12)
e3
Investments - Pro g ram Related (See Form 990, Part X , line 1 (b) Book value (a) Description of investment type
^ Total. Column b should equal Form 990, Part X, Col B line 13 _s _:LYW Athar Accatc (Cap Fnrm QQn Part X lino 19;) , (a) Description Investment in Caxton Select LLC
.^
:rb ^^
^r a
778
688.
Total . Column (b) Total (should equal Form 990, Part X, col (8), line 15)
12,448,071. " 4P
Fart ) --:JJ Other Liabilities (See Form 990, Part X, Ilne 25)
(a) Descri ption of Liability Federal Income Taxes Amount due Donors Trust , Inc. (b) Amount
75,259.1 1 Total . Column (b) Total (should equal Form 990, PartX, col. (B) line 25) 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. Schedule D (Form 990) 2008 303 10/29/08 BAA m
Donors Ca p ital
Fund ,
Inc
54-1934032
Page 4
Part XL
1 2 3 4 5 6 7 8 10 1 2
Total revenue (Form 990, Part VIll,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 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV) Excess or (deficit) for the y ear p er financial statements Combine lines 3 and 9
-5 , 328,724.
-39,372,269. 1 2a 2b 2c 2d -5,328,724. 32,180 , 868.
Part XII
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
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 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 1a 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 4 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25 Donated 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
2e 3 4a 4b 4c 5 1 2a 2b 2c 2d
37,509,592. 71,563,137.
Part XI11 I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
10,000. 2e 10,000.
71,553 , 137.
4c 5
71,553,137.
BAA
TEEA33o4
1v23108
Schedule D (Forrn 990) 2008 Donors Ca p ital Fund, Part XIV Supplemental Information (continued)
Inc
54-1934032
Page 5
BAA
3o5
07i24io8
SCHEDULE I
(Form 990)
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
1s45-0047
2008
$Open to Public
InSOn Employer identification number
Inc
54-1934032
Part 11 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 Schedule I-1 Form 990) if addi tional space is needed
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 Method of valuation (book, FMV, a pp raisal, ( MV, other) (g) Description of non-cash assistance
W.Li
--------------------------------------2 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 .
TEEA3901
12/19/08
Page 2 54-1934032 Donors Ca p ital Fund , Inc Schedule I (Form 990) 2008 Part IV, line 22. Grants and Other Assistance to Individuals in the United States . Complete if the organization answered 'Yes' on Form 990, Part 111
Part IV
Supplemental Information . Complete this part to provide the information required in Part I, line 2, and any other additional information.
_ _ _ _The_ Organization requires_ each_grant recipient to sign a_ letter stating _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Pt I Line 2
All Pt -I Line- 2 _ _ _ _ -grants will not be used to_benefit_any disqualified person.- --- grants ---------------------------- Pt -I Line- 2 _ _ _ _ _ are_made _to U_S._ public charities.-The-Organization relies upon the -------------------------------------- states' rules and Pt _I Line 2 _ _ _ _ _ _ the_ oversig t provided-by_ United States - and-individual --------------------------------Pt -I Line- 2 _ _ _ _ -regulations applicable-to-such-charities --------------------------------------------------------------- -
BAA
TEEA3902 10/02/08
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
Donors
Capital
Fund,
Inc
54-1934032
Yes all, 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 1a? 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 nonquallfled 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 III 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 1 a, 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 1a, 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 1a, did the organization provide any non-fixed payments not described in lines 5 and 67 If 'Yes,' describe in Part III
5a 5b
X X
6a 6b
X X
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial X 8 contract exception described in Regs. section 53 4958-4(a)(3)? If 'Yes,' describe in Part III Schedule J (Form 990) 2008 BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 .
TEEA4101
12/23/08
54-1934032 Donors Ca p ital Fund , Inc Schedule J (Form 990) 2008 additional space is needed. Part II Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees . Use Schedule J-1 if
Page 2
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 (iii) Other (ii) Bonus and incentive () Base compensation compensation compensation 0. ^) 00' (C) Deferred (D) Nontaxable (E) Total of columns
(A) Name
compensation
benefits
- 0. ----0'
(B)(i)-(D)
0'
0'
hitne
L Ball
ti
0.
0.
15 , 000.
0.
169, 623.
0.
C)
ii
-------------------
---------
---------- ----------------------------
C)
ii
(O
.i
(1) ---------- ----------- ---------- - ---------- - - ---------- - - ---------- - - -------------- ---------- ---------(i) ---------- ----------- ---------- ---------c> ---------- ----------- ---------- ---------ti r) ---------- ----------- ---------- ---------(i) L (i> (i) (i)
-------------------
-------- - ----------
c> r)
ii (i) ii
ii (i) it BAA
(1) ---------- ----------- ---------- ---------- ---------- ------------------ ----------- ---------TEEA4102 oan1io8
Donors Ca p ital Fund, Schedule J (Form 990) 2008 Supplemental Information Part III
Inc
54-1934032
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
TEEA4103 06/30/08
Non-Cash Contributions
To be completed by organizations that answered 'Yes' on Form 990, Part IV, lines 29 or 30. Attach to Form 990.
OMB No 1545-0047
2008
Open to Public
Inspection
Employer identification number
54-1934032
(c) Revenues reported on Form 990, Part VIII, line 1g (d) Method of determining revenues
Art-Works of art Art-Historical treasures Art-Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes 8 Intellectual property 9 Securities-Publicly traded 10 Securities-Closely held stock 11 Securities-Partnership, LLC, or trust interests 12 Securities-Miscellaneous 13 Qualified conservation contribution (historic structures) 14 Qualified conservation contribution (other) 15 Real estate-Residential 16 Real estate-Commercial 17 Real estate-Other 18 Collectibles 19 Food inventory 20 Drugs and medical supplies 21 Taxidermy 22 Historical artifacts 23 Scientific specimens 24 25 26 27 28 29 Archeological artifacts ) Other ^ ( Other ^ ( ---------------) ---------------) Other ^ ( Other ^ ( ---------------)
1 2 3 4 5 6 7
1, 058, 507
Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29 Yes No
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 II. 33
30a 31 32a
X X 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 (Forrn 990) 2008 Donors Ca p ital Fund, Inc 54-1934032 Page 2 Part II Supplemental Information . Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.
BAA
TEEA4602
07/14/08
SCHEDULE 0
(Form 990)
OMB No 1545-0047
2 008
Open to Public Inspection
Employer identification number Frnnr9 _ Tnr 54-1934032 rani to 1
Department of the Treasury Internal Revenue Service Name of the organization Donors
Pt _VI=A,
Pt -VI-B,
Pt VI= B, - --
Pt VI_ B, -- - -
Line 12c Eo1icy. These individuals are prohibited from having business dealings with companies affiliated ---------- -------------
Pt ---- Line 12C with, or act as major customers or suppliers of, the organization. Transactions with officials of -- -VI-B, ---- --------------------- - -----------------------------Pt VI_ B,
Line
12C the organization are adecuately controlled and disclosed in the records, and such transactions occur
Pt B, Line 12c only in the normal course of business and are approved by the Board of Directors. ---------------- -VI_ - ---- -----------------------------
BAA For Privacy Act and paperwork Reduction Act Notice , see the instructions for Form 990 .
TEEA4901
12/19/08
OMB No 1545-0047
SCHEDULE R
(Form 990)
Department of the Treasury Internal Revenue Service Name of the organization
2008
Open to Public Inspection
Employer identification number
Inc
54-19 34032
DCF LLC N/A____ Hold raw Land PO Box 1305 , Alexandria 22313
MD
564.
Donors Trust, Inc. 52-2166327 _ _ _ _ _ _ _ _ - - - Grant making --------------109 North Henr y Street , Alexandria VA 22314 or g anization ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 .
MD
N/A
TEEA5001
12/23/08
Donors Capital
Fund,
Inc
54-1934032
Page 2
Part Ill
-------------------------------------------
------------------------------------------
-------------------------------------------
PartIV
----------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------
Donors
Capital
Fund,
Inc
54-1934032
Page 3
..
. .. . .. . .
1c
1d 1e 1f 1 1h 1i 1 .. 1k 11 . . 1m 1n 10 1
X
X X X X X X X X X X X X
j Lease of facilities, equipment, or other assets from other organization(s) k Performance of services or membership or fundraising solicitations for other organization(s) I Performance of services or membership or fundraising solicitations by other organization(s) m Sharing of facilities, equipment, mailing lists, or other assets n Sharing of paid employees o Reimbursement paid to other organization for expenses p Reimbursement paid by other organization for expenses q Other transfer of cash or property to other organization(s) r Other transfer of cash or property from other organization(s)
9 If FF ... ..... I.. gyn ., n4 +k ^hnn ,e wee cnn +hc
.. . .. .
1r I hne induriinn revered relatinnshins and transaction thresholds. (B) Transaction type (a-r)
(1 ) Donors Trust ,
Donors Trust ,
Inc.
Inc.
b
C
1 , 527 , 500.
134,834.
Inc. Inc.
1 M
552 242. 0.
The,a5003
07/02/08
Inc
5 4-1934032
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 nrnnnvatInn See Instructions reaardina exclusion for certain investment oartnershiDs
(G) (F) Dispropor- Code V-UBI amount in Box 20 of tionate Schedule K-1 allocations? Form (1065) Yes No
EIN : 52-1934032
(I) Name Accuracy in Media Acton Institute Alabama Policy Institute Alliance for Neighbors, Inc American Conservative Union Foundation American Council of Trustees and Alumni American Council on Science & Health American Dream Coalition American Enterprise Institute American Islamic Congress American Majority American Values Americans for Lmt'd Gvrmmnt Research Fnd Americans for Prosperity Foundation Americans United For Life AmenCares Foundation America's Future Foundation America's Future Foundation Atlas Economic Research Foundation Beacon Hill Institute for Public Policy R Beloved Heart Ministries Beta Center, Inc Bill of Rights Institute Bluegrass Inst for Pub Policy Solutions Boston College - Political Science Dept Brotherhood Organization of a New Destiny Brown University - Political Theory Probe BSA - Mt. Baker Council Buckeye Institute for Public Policy Solut Camp Fire USA - Cntrl Puget Sound Campus Crusade for Christ Capital Research Center Cascade Policy Institute Cato Institute Center for Competitive Politics Center for Education Reform Center for Excellence in Higher Education Center for Independent Thought Center for Individual Rights Center for Islamic Pluralism Center for the Study of Carbon Dioxide & Center for Union Facts Center of the American Experiment Central Florida Ballet CERGE-El Foundation Charters Foundation Children's Scholarship Fund Christopher Newport University Citizens in Charge Foundation Citizens United Foundation Clare Boothe Luce Policy Institute Claremont Institute Claremont McKenna College Clarion Fund Committee for a Constructive Tomorrow
(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
(vii) Amount $ 2,000 678,712 315,000 4,740 1,500 400,000 45,000 75,000 2,273,267 25,000 440,000 255,000 790,000 155,000 500,000 1,000 10,000 58,000 164,000 58,000 3,100 5,000 6,000 220,000 50,000 5,000 65,000 2,000 426,000 3,000 10,000 5,000 275,600 276,014 832,000 1,000 50,000 100,000 11,500 120,000 129,400 1,500 30,000 200,000 400,000 2,500 100,000 75,000 200,000 200,000 2,000 41,548 30,000 17,778,600 210,000
EIN: 52-1934032
(i) Name Commonwealth Fnd for Public Policy Altern Competitive Enterprise Institute Concord Coalition Congregation Shaare Tikvah-B'nai Zion CUFI Church Association Cumberland College Dallas Center for the Performing Arts Fou Dallas Symphony Orchestra David Horowitz Freedom Center Donors Trust Duke University Educational Foundation for Highland Park Educational Research Analysts Emory University Ethan Allen Institute Ethics & Public Policy Center Evergreen Freedom Foundation Faith & Reason Institute Federalist Society for Law & Public Polic FIRE First Freedoms Foundation, Inc Flint Hills Center for Public Policy Florida Family Resource Center, Inc. ForSight Foundation Foundation Endowment Foundation for Economic Education Foundation for Individual Rights in Ed Foundation for Jewish Camping, Inc Foundation for Teaching Economics Franciscan Foundation for the Holy Land Fred Hutchinson Cancer Research Center Free Enterprise Education Institute, Inc Free State Foundation Freedom Foundation of MN Freedom Works Foundation Frnds of Israel Cntr for Soc & Econ Prog Fund for American Studies Georgetown University Georgia Public Policy Foundation GMU Foundation (Law & Econ Center) God's World Publications, Inc Goldwater Institute Good News Outreach Good News World Outreach Church Grassroot Institute of Hawaii Great Plains Public Policy Institute Greater Educational Opportunities Fnd Greenwich Land Trust Harvard University Heartland Institute Heritage Foundation Highland Park High School Choir Booster C Hillsdale College Hoover Institution-Stanford University Hudson Institute
(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
(vii) Amount 197,800 36,308 1,000 100,000 207,000 25,000 500,000 50,000 5,000 1,527,500 50,000 10,000 2,500 100,000 135,000 130,000 557,912 5,000 1,500,000 80,000 25,000 83,000 5,000 5,000 2,000 100,000 350,000 10,000,000 5,000 10,000 3,000 75,000 50,000 100,000 5,000 155,000 57,250 50,000 125,000 660,000 30,000 360,000 75,000 300 220,000 50,000 1,000,000 1,000 50,000 4,610,000 15,000 10,000 5,000 1,000 2,000,000
EIN: 52-1934032
(i) Name Human Rights Foundation Illinois Policy Institute Illinois Taxpayer Education Foundation Independence Institute Institute for Humane Studies Institute for Justice Institute on Religion & Democracy Intercollegiate Studies Institute Investigative Project on Terrorism James Madison Institute for Public Policy John Locke Foundation Josiah Bartlett Center for Public Policy Kanakuk Ministries Kids Empowered by Your Support, Inc. Landmark Legal Foundation Leadership Institute Life for Kids Lincoln Inst of Public Opinion Research Louisiana State University Mackinac Center for Public Policy Maine Heritage Policy Center Manhattan Institute For Policy Research Maryland Public Policy Institute Media Research Center Memorial Sloan-Kettering Cancer Center Mercatus Center, GMU Michigan School Board Leaders Forum Michigan State University Middle East Forum Middle East Media and Research Institute Midland Young Life Building Foundation Mississippi Center for Public Policy MIT Chemical Engineering Department Montana Policy Institute Mountain States Legal Foundation Moving Picture Institute Mt Vernon Ladies Association of the Unio Music Mission Kiev Nat Right to Work Legal Def & Edu Fdn National Center for Policy Analysis National Center for Public Policy Researc National Legal & Policy Center National Tax Limitation Foundation National Taxpayers Union Foundation NCHS Alumni Association Nevada Policy Research Institute NFIB Legal Foundation North Dakota Policy Council Northwood University NRA FAF Ocean State Policy Research Institute Oklahoma Council of Public Affairs One Nation Under God Foundation Operation Exodus Inner City Oregon Better Government Project
(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
(vii) Amount 85,000 425,000 77,000 285,000 747,586 221,500 420,000 1,000 150,000 136,500 125,000 115,000 43,500 2,500 5,000 15,000 5,000 15,000 50,000 290,000 573,100 153,295 135,000 40,000 3,000 156,000 38,500 50,000 750,000 300,000 5,000 180,000 20,000 220,000 6,500 30,000 5,000 5,000 30,000 50,000 4,000 7,000 250,000 500 2,500 339,000 20,000 100,500 10,000 300,000 26,717 170,000 35,000 5,000 195,000
EIN: 52-1934032
(i) Name Pacific Legal Foundation Pacific Research Inst for Public Policy Palmer R Chitester Fund Parents in Charge Foundation Partners Relief and Development Philanthropy Roundtable Pioneer Inst for Public Policy Research Platte Institute for Economic Research Polwarth Ministries Prometheus Institute Public Interest Institute Public Policy Foundation of West Virginia Public Service Research Foundation Rio Grande Foundation Rock the Desert Ministries , Inc Russell Home for Atypical Children Russian-American Christian University S.C. for Responsible Government Fndtn Saint Anthony's Sam Adams Alliance SC Policy Council Education Foundation Security Research Associates, Inc Show Me Institute Sky Ranch Foundation Smile Train, Inc St Jude Maronite Catholic Church of Orla St Matthew School State Policy Network Stewards of the Range, Inc Student Government Affairs Program StudentNewsDaily.com Sutherland Institute Tennessee Center for Policy Research Texas Public Policy Foundation Thomas Jefferson Institute University of Chicago University of Notre Dame University of Texas - Austin University of Virginia Foundation Villanova University Virginia Institute for Public Policy Vision360 Washington Legal Foundation Washington Policy Center West Dallas Community School Yale University Yankee Institute Young America's Foundation Young Life
(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
(vii) Amount 1,500 115,001 355,500 250,000 51,000 300,000 110,000 138,221 5,000 33,000 88,459 181,000 3,000 130,000 5,000 10,000 100,000 50,000 25,000 3,579,000 318,700 148,892 182,941 10,000 5,000 4,500 5,000 1,488,750 2,000 7,500 20,000 145,000 260,000 400,000 50,000 100,000 75,000 100,000 100,000 50,000 144,000 50,000 7,000 105,000 10,000 50,000 259,000 165,500 3,000 $ 70,858,213
EIN: 52 -1934032
(h) Purpose
Philadelphia
Fort Worth
PA
TX
19106
76101
04-3467254
75-2507591
501(c)(3)
501(c)(3)
350,000
75,000
Columbia
Chicago
SC
IL
29205
60806
20-3128872
20-5792227
501(c)(3)
501(c)(3)
50,000
150,000
Chicago
Chicago Chicago Chicago
IL
IL IL IL
60606
60606 60606 60606
20-5792227
20-5792227 20-5792227 20-5792227
501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3)
150,000
75.000 250,000 39,000
Chicago
Chicago
IL
IL
60606
60606
20-5792227
20-5792227
501(c)(3)
501(c)(3)
150,000
200,000
Chicago
Washington
IL
DC
60606
20008
20-5792227
23-7135837
501(c)(3)
501(c)(3)
300,000
2,000
161 Ottawa NW, Suite 301 161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301 402 Office Park Drive, Suite 300
MI MI
MI AL
49503 49503
49503 35223
38-2926822 38-2926822
38-2926822 63-0809568
501(c)(3) 501(c)(3)
501(c)(3) 501(c)(3)
160,000 260.000
258,712 100,000
Birmingham
Birmingham Birmingham Altamonte Springs Alexandra Washington Washington New York Gainesville Washington Washington Washington Washington Purcellvdle Purceltvdle Purcellville Purcellville Arlington Fairfax Fairfax Fairfax Washington Washington Washington Washington Chicago Washington Overland Park Washington Washington Washington Washington Washington Boston Boston Midland Orlando Arlington Arlington Bowling Green Bowling Green Bowling Green Chestnut Hill Los Angeles Providence
AL
AL AL FL VA DC DC NY FL DC DC DC DC VA VA VA VA VA VA VA VA DC DC DC DC IL DC KS DC DC DC DC DC MA MA TX FL VA VA KY KY KY MA CA RI
35223
35223 35223
83-0809568
83-0809568 63-0809568
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) 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) 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) 501(c)(3) 501(c)(3) 501(c)(3)
40.000
100,000 75,000 4.740 1,500 100,000 300,000 45,000 75,000 2,000.000 2,000 271,267 25,000 110,000 110,000 110,000 110,000 255,000 300,000 300,000 190,000 25,000 100,000 5,000 25,000 500,000 58,000 10,000 100,000 2,000 10,000 50,000 2,000 48,000 10,000 3,100 5,000 1,000 5,000 100,000 100,000 20,000 50,000 5,000 65,000
For Trustee Project - Phase II For the trustee project For the Meno project For the organization's capacity-building activities to support the Nat'l Research Initiative For general operations
10023-5 13-2911127 32653 20036 20036 20038 20036 20132 20132 20132 20132 22206 22031 22031 22031 20038 20036 20036 20036 60607 20036 66212 20005 20005 20005 20005 20005 41-2093676 53-0218495 53-0218495 53-0218495 06-1634525 26-1501154 26-1501154 28-1501154 26-1501154 52-1762320 52-2020468 52-2020468 52.2020468 52-1527294 52-1527294 52-1527294 52-1527294 36-3906065 52-1928321 22-3947727 94-2763845 94-2763845 94-2763845 94-2783845 94-2763845
For general operations For general operations For general operations For general operations For general operations For general operations For the information distribution project For final tranche of Special Project For general operations For Special Project For the Wisconsin chapter's general operations To support the establishment of new chapters in the states For general operations For citizen education efforts in Wisconsin For general operations For Phase Two of the organization's AFF on the Road Project For general operations For movie - CEC For general operations For the benefit of the Adam Smith world monument For the benefit of Francisco Marroquin University For the Inshtuto de Libertad y Desarrollo For the peer review of the EPA's methods For a cost-benefit analysis of the Western Climate Initiative For mission trip to Ukraine For general operations For general operations For general operations To fund the transparency project For online media projects To launch the organization's constitutional litigation center For participation in the JMC National Visiting Professorship Initiative For general operations To establish the JMC Post-Doctoral Fetlowhip
02108-2 04-2133255 02108.2 04-2133255 79710-0 20-5106946 32807-1 23-7446558 22203 22203 42102 42102 42102 02943 90035 02912 48-0891418 48-0891418 11-3691843 11-3691843 11-3691843 04-2103545 95-4278723 05-0258809
EIN: 52 - 1934032
(a) Grantee BSA - Mt Baker Council Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut
(h) Purpose
Columbus
Columbus
OH
OH
43215-3 31-1278593
43215-3 31-1278593
501(c)(3)
501(c)(3)
60,000
50,000
Columbus
Columbus
OH
OH
43215-3 31-1278593
43215-3 31.1278593
501(c)(3)
501(c)(3)
6,000
100,000
Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut
Camp Fire USA - Cntrl Puget Sound Campus Crusade for Chnst
88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120
8511 15 Avenue. NE 100 Lake Hart Drive, Dept 2400
Columbus Columbus
Seattle Orlando
OH OH
WA FL
501(c)(3) 501(c)(3)
501(c)(3) 501(c)(3)
50,000 30,000
3,000 10,000
For the organization's journalism project For matching funds for the organization's constitutional litigation center
For the Camp Sealth Campership program and the upkee For the "Jesus" film workers and special needs fund appeal #2592287
Washington Washington
Portland
DC DC
OR
501(c)(3) 501(c)(3)
501(c)(3)
2,500 2,500
90,000
4850 SW Schotls Ferry Road, Ste 103 4850 SW Scholls Ferry Road, Ste 103
4850 SW Scholls Ferry Road, Ste 103 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue. NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 910 17th Street, NW, #1120 9780 Lantern Road, Suite 150
Portland Portland
Portland Washington Washington Washington Washington Washington Washington Washington Alexandra Alexandra Alexandra Alexandra Alexandra Alexandra Alexandra Washington Fishers
OR OR
OR DC DC DC DC DC DC DC VA VA VA VA VA VA VA DC IN
97225 97225
97225
93-1045925 93-1045925
93-1045925
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) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
80,000 100,000
5.600 2.500 50,000 25,000 85,301 5,000 100,000 8.213 200,000 250,000 100.000 100,000 100,000 80,000 2,000 1,000 50,000
For the Carbon Cartel Education Project (climate change) To support the journalism project
For professional development (Scottsdale Conference) For general operations For general operations
20001.5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 22314 22314 22314 22314 22314 22314 22314 20006 46037 20-3676886 20-3676888 20-3676888 20-3676886 20-3876886 20-3676888 20-3676886 52-1847187 20-8091013
To support researcher for one year For general operations For general operations For general operations
For general operations For general operations For general operations For general operations To support litigation efforts For general operations For assistance with the project to protect the right to petition the government For general operations For general operations For general operations
New York
Washington
NY
DC
10012
52-0945376
501(c)(3)
501(c)(3)
100,000
1.500
20036-1 52-1800481
1233 20th Street, NW, Suite 300 1711 Massachusetts Ave, NW, Ste 626
15230 Championship Drive 1090 Vermont Avenue, NW, #800 12 South 61h Street Suite 1024 3306 Maggie Blvd , Suite B 715 Queen Anne Road PO Box 24766 8 West 38th Street, 9th Floor 1 University Place 2050 Old Bridge Rood, Suite 103 1006 Pennsylvania Avenue, SE 112 Elden Street, Suite P 937 West Foothill Blvd, Suite E 937 West Foothill Blvd, Suite E 850 Columbia Avenue 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 1875 Eye Street, NW, 5th FL 1875 Eye Street, NW, 5th FL
Washington Washington
Haymarket Washington Minneapolis Orlando Teaneck Federal Way New York Newport News Lake Ridge Washington Hemdon Claremont Claremont Claremont New York New York New York New York New York New York New York New York New York Washington Washington
DC DC
VA DC MN FL NJ WA NY VA VA DC VA CA CA CA NY NY NY NY NY NY NY NY NY DC DC
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) 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)
10,000 120,000
129,400 1,500 30.000 200,000 400,000 2,500 100,000 75,000 200,000 200,000 2,000 40,548 1,000 30.000 3,600 175,000 300,000 5,000,000 1,000,000 8,000,000 2,000,000 1,000,000 300,000 50,000 110,000
For general operations To establish the Jack Miller Post-Doctoral Fellowship For general operations For general operations To support the website for one year For general operations
For general operations For general operations For general operations For general operations For general operations For general operations For movie project
EIN: 52-1934032
(h) Purpo se
(a) Grantee Committee for a Constructive Tomorrow Commonwealth Fnd for Public Policy Altem Commonwealth Fnd for Public Policy Altem Competitive Enterpnse Institute
Concord Coalition
Congregation Shaare Tiikvah-B'nat Zion
Arlington
Chicago
VA
IL
22209
60659
52-1787869
38-2167815
501(c)(3)
501(c)(3)
1,000
100,000
PO Box 1307
PO Box 1307 8191 College Station Drive 6191 College Station Drive
San Antonio
San Antonio Williamsburg Williamsburg
TX
TX KY KY
78295
78295
20-4413244
20-4413244
501(c))3)
501(c)(3) 501(c)(3) 501(c)(3)
195,000
12,000 10,000 15,000
Dallas
Dallas Sherman Oaks Alexandria Alexandria Alexandria Alexandria Alexandria Alexandria Alexandria
TX
TX CA VA VA VA VA VA VA VA
75204
75201 91423
75-2089223
75.0705442 95-4194642
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)
500,000
50,000 5,000 50,000 25,000 100,000 250,000 50,000 7,500 25.000
22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327
Donors Trust
Donors Trust Donors Trust Duke University Educational Foundation for Highland Park Educational Research Analysts Emory University Ethan Allen Institute Ethan Allen Institute Ethan Allen Institute Ethics & Public Policy Center Evergreen Freedom Foundation Evergreen Freedom Foundation
Alexandria
Alexandria Alexandra Durham Dallas Longview Atlanta Concord Concord Concord Washington Olympia Olympia
VA
VA VA NC TX TX GA VT Vr Vr DC WA WA
22314-2 52-2166327
22314-2 52-2166327 22314-2 52-2166327 27708 75205 56-0532129 23-7442269
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(e)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
750.000
250,000 20,000 50,000 10,000 2,500 100.000 80,000 40,000 15.000 130,000 233,350 150,000
DAF
DAF For the Hollywood Project To establish the Jack Miller post-doctoral fellowships For the Mad for Plaid Campaign For general operations To establish the Jack Miller Post-Doctoral Fellowships For the transparency fund For succession planning For the transparency fund For the work of Stankey Kurtz As a matching grant to open constitutional litigation center To fund the transparency project
Olympia Olympia
Olympia Olympia Olympia Olympia Washington Washington Philadelphia Philadelphia Waukesha Waukesha Wichita Wichita Wichita Wichita Orlando Morgantown Alexandria
WA WA
WA WA WA WA DC DC PA PA WI WI KS KS KS KS FL WV VA
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) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
25,000 2,500
22,000 100.000 7,500 17,562 5,000 1,500,000 75,000 5,000 15,000 10,000 40,000 30,000 3,000 10,000 5 000 5,000 2.000
67202-1 23-7047821 67202-1 23-7047821 67202-1 23-7047821 67202-1 23-7047821 34788.1 20-2927044 26505 22314 26-0309471 52-1257688
30 South Broadway
15 West 36th Street, 13th FL 260 Russell Boulevard PO Box 29086 1100 Fairview Avenue, North 12309 Bnerbush Lane 12309 Bnarbush Lane PO Box 60680 PO Box 60680 19 South First Street, &1501
Irvington-on-Hudson
New York Davis Washington Seattle Potomac Potomac Potomac Potomac Minneapolis
NY
NY CA DC WA MD MO MD MD MN
10533-2 13-6006960
10018 22-3551013 95616-3 51-0183347 20017-9 33-0628775 98109 20854 20854 20859 20859 55401 91-1540426 81-0634209 81-0634209 74-3160646 74-3160646 36-4592698
501(c)(3)
501(c)(3( 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(e)(3) 501(c)(3) 501(c)(3)
100,000
10,000,000 5 000 10,000 3,000 25,000 50.000 15,000 35,000 50,000
EIN: 52-1934032
(a) Grantee Freedom Foundation of MN Freedom Works Foundation Fmds of Israel Cntr for Soc & Econ Frog Fmds of Israel Cntr for Soc & Econ Prog
(h) Purpose
Washington
Washington
DC
DC
20009
20009
13-6223604
13-6223604
501(c)(3)
501(c)(3)
47,250
10,000
Georgetown University
Georgia Public Policy Foundation Georgia Public Policy Foundation GMU Foundation (Law & Even Center) GMU Foundation (Lew & Econ Center) God's World Publications, Inc
Washington
Atlanta Atlanta Arlington Arlington Federal Way
DC
GA GA VA VA CA
20057
53-0196603
501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
50,000
100,000 25,000 330,000 330,000 30,000
30328-3 58-1943161 30328-3 58-1943161 22201-8 54-1603842 22201-8 54-1803842 98093 56-0538016
E E E E
AZ AZ AZ AZ
TX HI HI
For the transparency fund For the constitutional litigation center For your transparency projects For the constitutional litigation center
for WRNO Worldwide Radio advertising For the transparency fund For the Advance Liberty Iniative
PO Box 895 1314 S Icing Street, #1163 1314 S King Street, 01163
Honolulu
Sioux Falls
HI
SD
96814
99-0354937
501(c)(3)
501(c)(3)
15,000
30,000
57109-8 31-1634551
PO Box 88138
2540 N Capitol Avenue 132 East Putnam Avenue, Suite D 1737 Cambridge Street, Room 417 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903
Sioux Falls
Indianapolis Cos Cob Cambridge Chicago Chicago Chicago Chicago Chicago
SD
IN CT MA IL IL IL IL IL
57109-8 31-1634551
46208 08807 02138 95-4406881 06-0950851 53-0199180
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)
20.000
1,000,000 1,000 50,000 2,000,000 900,000 100,000 126,000 1,300.000
60603-4 36-3309812 60603-4 36-3309812 60603.4 36-3309812 60603-4 36-3309812 60603-4 36-3309812
Heartland Institute
Heritage Foundation
Chicago
Washington
IL
DC
60603-4 36-3309812
20002-4 23-7327730
501(c)(3)
501(c)(3)
184,000
3,000
Heritage Foundation
Heritage Foundation Heritage Foundation Hentage Foundation Highland Park High School Choir Booster C
Washington
Washington Washington Washington Dallas
DC
DC DC DC TX
20002-4 23-7327730
20002-4 23-7327730 20002-4 23-7327730 20002.4 23-7327730 75225 20-0644472
501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
5,000
5,000 1,000 1,000 10,000
33 East College 434 Galev Mall 350 East 5th Avenue, Suite 809 350 East 5th Avenue, Suite 809
350 East 5th Avenue, Suite 809 190 South LaSalle St , Ste 2130 190 South LaSalle St , Ste 2130
MI CA
DC
5,000 1,000
2,000,000
NY NY
NY IL IL
10118 10118
10118 60603 60603
20-2669700 20.2669700
20-2669700 41-2057028 41-2057028
501(c)(3) 501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3)
25,000 50,000
10.000 75,000 100,000
190 South LaSalle St , Ste 2130 190 South LaSalle St , Ste 2130
190 South LaSalle St , Ste 2130 190 South LaSalle St , Ste 2130
Chicago Chicago
Chicago Chicago
IL IL
IL IL
60603 60603
60603 60603
41-2057028 41-2057028
41-2057028 41-2057028
75,000 75,000
25,000 75,000
Chicago Chicago
Chicago
IL IL
IL
60605 60605
60605
36-3955081 36-3955081
36-3955081
7,000 7.000
7,000
Chicago
Chicago Chicago Chicago Chicago Chicago Chicago Chicago Golden Golden
IL
IL IL IL IL IL IL IL CO CO
60605
60605 60605 60605 60605 60605 60605 60805
36-3955081
36-3955081 36-3955081 36-3955081 36-3955081 36-3955081 36-3955081 36-3955081
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)
7,000
7,000 7,000 7,000 7,000 7,000 7,000 7,000 150,000 100,000
EIN: 52 -1934032
(a) Grantee Independence Institute Institute for Humane Studies Institute for Humane Studies
( h) Purpose For the organization's journalism project For general operations $2,500 00 for the journalism program and $2,500 00 for general operations
Arlington
Arlington Arlington Arlington
VA
VA VA VA
22201-4 94-1623852
22203 22203 22203 52-1744337 52-1744337 52-1744337
501(c)(3)
501(c)(3) 501(c)(3) 501 (c)(3)
399,586
1,500 100,000 10,000
Arington
Arlington
VA
VA
22203
22203
52-1744337
52-1744337
501 (c)(3)
501(c)(3)
5,000
100,000
901 N Glebe Road, Suite 900 1023 15th Street, NW Ste 601
3901 Centerville Road, PO Box 4431 5505 Connecticut Avenue. NW, #341 PO Box 37460 PO Box 37460 PO Box 37460 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200
Arlington Washington
Wilmington Washington Tallahassee Tallahassee Tallahassee Raleigh Raleigh
VA DC
DE DC FL FL FL NC NC
22203 20005
20015
52-1744337 52-1285221
13-4331855
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)
5,000 420,000
1,000 150,000 31,500 100,000 5,000 75,000 30,000
19087-1 23-6050131
32315-7 59-2811908 32315-7 59-2811908 32315-7 59-2811908 27601 27601 56-1656943 56-1656943
Raleigh
Concord Concord Concord Branson Branson
NC
NH NH NH MO MO
27601
56-1656943
501(c)(3)
501(c)(3) 501 (c)(3) 501(c)(3) 501(c)(3) 50t(c)(3)
20,000
25,000 45,000 45,000 40,000 3,500
03302-0 22-3235650 03302-0 22-3235650 03302.0 22-3235650 65616 65616 43-1815310 43-1815310
PO Box 5
19415 Deerfield Ave , Suite 312 1101 North Highland Street 1101 North Highland Street 1101 North Highland Street 315 N Wyrnore Road
Darien
Leesburg Arlington Arlington Arlington Winter Park
CT
VA VA VA VA FL
06820
20176 22201 22201 22201 32789
20-4846463
51-0203802 51-0235174 51-0235174 51-0235174 59-2933541
501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
2,500
5,000 5,000 5,000 5,000 5,000
Lincoln Inst of Public Opinion Research Louisiana State University Mackinac Center for Public Policy
Mackinac Center for Public Policy Mackinac Center for Public Policy Maine Heritage Policy Center
4807 Jonestown Rd , Ste 242 132 Hodges Hall 140 West Main Street, PO Box 568
140 West Main Street, PO Box 568 140 West Main Street. PO Box 568 PO Box 7829
PA LA MI
MI MI ME
For general operations To establish the Jerk Miller Post-Doctoral Fellowship For the transparency fund
For the investigative video, Capitol Confidential, internships For the journalism project
PO Box 7829
PO Box 7829
Portland
Portland
ME
ME
04112
04112
22-3888250
22-3888250
501(c)(3)
501(c)(3)
146,400
80,000
PO Box 7829
PO Box 7829 PO Box 7829 52 Vanderbilt Avenue 52 Vanderbilt Avenue 52 Vanderbilt Avenue PO Box 195 PO Box 195 PO Box 195 325 S Patnck Street 325 S Patrick Street 325 S Patrick Street 1275 York Avenue 3301 North Fairfax Drive, Suite 450 3301 North Fairfax Drive, Suite 450 3301 North Fairfax Drive, Suite 450 832 Katie Court 324-A South Kedzie Hall 324-A South Kedzie Had 1500 Walnut Street, Ste 1050 1500 Walnut Street, Ste 1050 1500 Walnut Street. Ste 1050 1819 L Street, NW, 5th Floor 1819 L Street. NW, 5th Floor
Portland
Portland Portland New York New York New York Germantown Germantown Germantown Alexandra Alexandra Alexandra New York Arlington Arlington Arlington Muskegon East Lansing East Lansing Philadelphia Philadelphia Philadelphia Washington Washington
ME
ME ME NY NY NY MD MD MD VA VA VA NY VA VA VA MI MI MI PA PA PA DC DC
04112
04112 04112 10017 10017 10017
22-3888250
22-3888250 22-3888250 13-2912529 13-2912529 13-2912529
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) 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)
124,700
62,000 60,000 99,295 4,000 50,000 65,000 50,000 20,000 25,000 5,000 10,000 3,000 1.000 150,000 5,000 38,500 25,000 25,000 250,000 250,000 250,000 250.000 50000
20875-0 52-2199055 20875-0 52-2199055 20875-0 52-2199055 22314 22314 22314 10021 54-1429009 54-1429009 54-1429009 13-1924236
22201-4 54-1436224 22201-4 54-1438224 22201-4 54-1436224 49441 48824 48824 19102 19102 19102 20036 20036 26-0877115 38-2015695 38-2015695 23-7749798 23-7749796 23-7749796 52-2068483 52-2068483
EIN: 52-1934032
(h) Purpose
Jackson
Jackson
MS
MS
39202
39202
64-0797905
64-0797905
501(0)(3)
501(c)(3)
144,000
35.000
Jackson
Cambridge Bozeman
MS
MA MT
39202
02139 59715
64-0797905
04-2103594 20-2591461
501(c)(3)
501(c)(3) 501(c)(3)
1,000
20,000 100.000
Bozeman
Bozeman Bozeman
MT
MT MT
59715
59715 59715
20-2591481
20-2591461 20-2591461
501(c)(3)
501(c)(3) 501(c)(3)
50,000
40,000 30,000
Allocate $25,000 00 for general operations and $25,000 00 for direct mail programming
For the journalism project For the organization's 2009 direct mail efforts
Lakewood
Lakewood
CO
CO
80227
80227
84-0736725
84-0736725
501(c)(3)
501(c)(3)
1,500
5,000
New York
New York Mount Vernon Casselberry Springfield Springfield Dallas
NY
NY VA FL VA VA TX
10013
10013 22121
20-3237801
20-3237801 54-0564701
501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
25,000
5,000 5,000 5,000 25,000 5,000 50,000
Washington
Falls Church
DC
VA
20002
22046
52-1226614
52-1750188
501(c)(3)
501(c)(3)
2,500
2,000
As a matching grant
For general operations
VA CA
VA NE NV NV NV NV DC DC ND ND
22046 95661
68410 89120 89120 89120 89120 20004 20004 58502 58502
52-1750188 51-0208455
47.0624971 88-0276314 88-0276314 88-0278314 88-0276314 62-1570449 62-1570449 20-8862761 20-8862781
501(c)(3) 501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3) 501(x)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3)
5,000 250,000
500 2,500 132,500 44,500 77,000 85,000 10,000 10,000 70,000 2.500
22314-3 52-1122883
ND TX
VA DC RI RI OK OK IL IL NY OR OR OR CA CA CA CA PA PA PA PA PA VA CA CA DC MA MA MA
58502 75104
22030 20002 02906 02906
20-8862781 38.1624684
26-1277941 52-1226614 26-0731822 26.0731822
501(c)(3) 501(c)(3)
501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(x)(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(x)(3) 501(c)(3) 501 (c)(3) 501(c)(3) 501(x)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(()(3) 501(x)(3) 501(c)(3) 501(c)(3) 501(c)(3)
28,000 10,000
300,000 1,500 12,152 14,565 150,000 20,000 25,000 10,000 5,000 80,000 65.000 50,000 1,500 100,000 7,501 7,500 125,000 50,000 30,500 100,000 50,000 250,000 10.000 41,000 300,000 75,000 10,000 25.000
For direct mail prospecting For the Warren Hutcheson Memorial Scholarship Fund
For general operations For general operations For the fulfillment of the organization's think tank start-up " matching funds " For the organization's transparency project For transparency projects For the -Ten Things" educational project For education programming For Issue Guides For general operations For general operations For general operations For the Climate Strategies Watch project For general operations For transparency projects For general operations For general operations For movie project For the Trustee DVD projects For movie project For movie project For the Trustee Project II For general operations For the Lifeline Campaign For Lot Taileng Clinic - Phase 1 For protecting philanthropic freedom For the transparency fund For the K-12 education reform projects For general operations
73104-2 73-1436375 73104-2 73-1436375 60610 60610 10040 97211 97211 97211 95834 94111 94111 94111 35-2176192 35-2176192 13-3600728 20-8133881 20-8133881 20.8133681 94-2197343 94-2528433 94-2528433 94-2528433
16506.8 52-1455677 16506-6 52-1455877 16506-6 52-1455677 16506-6 52-1455677 16506-6 52-1455677 22031-3 54-2024931 92373 92373 20036 02109 02109 02109 22-3788806 22-3786806 13-2943020 22-2632081 22-2632081 22-2632081
EIN: 52-1934032
( h) Purpose
(a) Grantee Platte Institute for Economic Research Platte Institute for Economic Research Platte Institute for Economic Research Potwarth Ministries Prometheus Institute Prometheus Institute Prometheus Institute
For professional development ( Scottsdale Conference) For general operations For professional development (Scottsdale Conference) For the organization ' s start-up activities For capacity building activities
Mount Pleasant
Morgantown
IA
WV
52641
26507
42-1347192
20 -5955827
501(c )(3(
501 ( c)(3)
88,459
94 , 000
PO Box 1118
PO Box 1118
Morgantown
Morgantown
WV
WV
26507
26507
20- 5955827
20-5955827
501(c)(3)
501 ( c((3)
43,500
43 , 500
Vienna
Albuquerque Albuquerque
VA
NM NM
22180
87198 87196
58-1442675
85 - 0468446 85 - 0488446
501(c )(3)
501 ( c)(3) 501 (c)( 3)
3,000
100 , 000 10,000
Albuquerque Midland
Orlando
NM TX
FL
87196 79701
32839
85-0468446 30-0062891
59-1051408
20,000 5.000
10.000
PO Box 2007
145 Amesbury Street 20 North Wacker Drive , Suite 3330 20 North Wacker Drive , Suite 3330
Wheaton
Lawrence Chicago Chicago
MD
MA IL IL
20915.2 52-1930894
01841 60606 60606 04-2178891 20- 5792227 20-5792227
501(c)(3)
501(c )(3) 501 (c)(3) 501 (c)(3 )
100 , 000
25,000 150 , 000 150,000
Chicago
Chicago
IL
IL
60606
60606
20-5792227
20- 5792227
501(c((3)
501(c )( 3)
270 . 000
300.000
20 North Wacker Drive, Suite 3330 20 North Wacker Drive, Suite 3330
20 North Wacker Drive , Suite 3330 20 North Wacker Drive, Suite 3330 20 North Wacker Drive , Suite 3330 20 North Wacker Drive , Suite 3330 20 North Wacker Drive, Suite 3330 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street
Chicago Chicago
Chicago Chicago Chicago Chicago Chicago Columbia Columbia Columbia Columbia Columbia
IL IL
IL IL IL IL IL SC SC Sc Sc SC
60606 60606
60606 60606 60606 60606 60606
20-5792227 20-5792227
20-5792227 20-5792227 20-5792227 20.5792227 20-5792227
5,000 200.000
150,000 600 , 000 180,000 180,000 80,000 100,000 80,000 80,000 25,000 8,500
29201-3 57-0835744 29201-3 57-0835744 29201.3 57-0835744 29201-3 57-0835744 29201-3 57-0835744
Columbia Columbia
Lake Worth Lake Worth Lake Worth Lake Worth St Louis St Louis St Louis St Louis Dallas New York Orlando
SC SC
FL FL FL FL MO MO MO MO TX NY FL
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 )
7,200 20,000
25,000 17,000 100 , 000 6,892 50,000 130 , 000 2,941 10 000 5,000 3,000
For the organization ' s transparency project For the organization ' s direct mail program
For voter education program For the exhibition project For OVD distribution project For general operations For the transparency projects For judicial transparency For the transparency project For professional development ( Scottsdale Conference) For the Missions Program and Scholarship Fund For general operations For pilgrimage to Lourdes
63105-6 20-1957878 63105-8 20-1957878 63105.8 20-1957878 63105 -0 20-1957878 75201 10016 32819 75-2147444 13-3661416 59-3355985
Orlando
Hillsboro Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond
FL
OR CA CA CA CA CA CA CA CA CA CA CA CA
32819
94805 94805 94805 94805 94805 94805 94805 94805 94805 94805 94805 94805
59-3355985
57-0952531 57-0952531 57-0952531 57-0952531 57- 0952531 57- 0952531 57- 0952531 57 - 0952531 57 - 0952531 57 -0 952531 57 - 0952531 57-0952531
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)
1,500
5,000 50000 80 , 000 1,500 150,000 70, 000 35 , 000 100 , 000 66 , 250 85 , 000 350 , 000 40 ,000 1,000
97123 -0 93-0429016
EIN: 52 - 1934032
( h) Purpose
(a) Grantee State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network
For start - up funds for the Gem State Institute - Idaho's new state think
Richmond
Meridian Richardson
CA
ID TX
94805
57-0952531
501(c)(3)
501(c)(3) 501(c)( 3)
48 , 000
2,000 7,500
StudentNewsDaiy com
Sutherland Institute Sutherland Institute
PO Box 30353
307 West 200 South, Suite 5005 307 West 200 South , Suite 5005
Edmund
Salt Lake City Salt Lake City
OK
UT UT
73003
84101 84101
05-0611977
87-0531727 87-0531727
501(c)( 3)
501 ( c)(3) 501(c )( 3)
20.000
50 . 000 40,000
Sutherland Institute
Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Texas Public Policy Foundation Texas Public Policy Foundation Thomas Jefferson Institute University of Chicago University of Notre Dame University of Texas - Austin University of Virginia Foundation Villanove University Virginia Institute for Public Policy Virginia Institute for Public Policy Vision360
UT
TN TN TN TN TX TX VA IL IN TX VA PA VA VA TX
84101
37212 37212 37212 37212 78701 78701 22153 60637 46556 78712
87-0531727
20-1808567 20-1808567 20-1808567 20-1808567 74-2524057 74-2524057 51 - 0280185 36-2177139 35-0868188 74-6000203
501(c )( 3)
501(c)(3) 501(c)(3) 501(c )( 3) 501(c )(3) 501 (c)(3) 501(c)(3) 501 ( c)(3) S01(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c )( 3) 501(c)(3) 501(c)(3 ) 501(c)(3 )
55.000
145,000 70,000 5,000 40,000 150,000 250 , 000 50 , 000 100,000 75.000 100,000 100 , 000 50.000 124 , 000 20,000 50,000 -
22904-4 54-1682176 19805 20155 20155 76248 23-1352688 54-1870848 54-1870848 11-3729455
DC DC WA
WA WA
For general operations For general operations For government transparency work
For climate change projects For the organization ' s transparency project
TX CT
CT CT CT CT CT CT CT VA VA VA VA CO
75212 06520
06128 06126 06128 06126 06126 06128 06126
75-2578975 06-0646973
52-1358144 52-1358144 52-1358144 52-1358144 52-1358144 52-1358144 52-1358144
10,000 50 , 000
26,000 61,000 68,000 26,000 26.000 26,000 26,000 4,000 1,500 150 , 000 10,000 3,000 70.858,213
20170-4 23-7042029 20170-4 23 - 7042029 20170-4 23-7042029 20170-4 23-7042029 80901 84-0385934
TOTAL GRANTS
54-1934032
Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990 , Page 2, Part III , Line 1 (continued) Briefly describe the organization's mission:
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.