Documente Academic
Documente Profesional
Documente Cultură
'
Form
990
,-
lmbalreturn
--
(703)
Henrv
Street
Cityortown, stateorprovince,
country,
andZIPorforeignpostalcode
Amended
return Alexandria
of pnnapal
officer
Applicabon
pending F Nameandaddress
VA
VA 22314
Whitney L. Ball 109 North Henry Street Alexndria
)'. Onsertno)
I l4947(a)(1)or I 1527
IXl501(c)(3) I I so1(cl (
H(c)Groupexempbon
number~
www.donorstrust.orq
Tax-exempt
status
J
K
Website:
Form of orgamzabon
Cl.I
Ill
>
0
CJ
otJ
2
3
4
5
6
7a
b
"'
.!!!
:!::::
>
:.::
u
<C
CD
::::,
CD
>
CD
a:
.,
.,
c
4)
8
9
10
11
12
13
14
15
17
18
251,287.
19
i /[Cl}.'--
;5 21
z.._
22
.. ___ .. __:._____
......
Total expenses Add Imes 13-17 (must equal Part IX, ::clumn~1t!'e~
~
Revenue less expenses Subtract hne 18 from hne 12 . .__, . . . . . . . . . . .. . . . . .
W.! 20
I"
Total assets (Part X, '"'" 16)
,cm
..
I Sianature
of u , Id
Under nalbes
Block
]~'
I~
.. en
91'
~ Nffil~ 21114
- - Ir
I Part II
II
- -
l-J
~;, r
Paid
C('l> Preparer
427,369.
39,689,582.
64, 843, 618.
End of Year
Beginningof CurrentYear
30,679,673.
65,542.
30, 614, 131.
President
PnnVType
preparer's
name
i~
2,141,416.
43,106,986.
4,452,221.
102,089,508.
12,901.
102,076,607.
ofmyknowted
g e andbelief,
,t ,strue,correct.
and
andstatements.
ana10 ffie-&.st
reth I haveex nedthisreturn,
ondudon
accom n n schedules
~;.
;.;_, Sign
C Here
Date
& CEO
Check
PTIN
self-<!mployed
~--:
c:c'
I M Stateof legaldomocaleMD
. . . . . . . ...
-cl
I L Yearoffonnabon 1999
SUPPORT CHARITIES
& SPONSOR PROGRAMS __
WHICH ALLEVIATE,_THROUGH_EDUCATION,_
RESEARCH_&
PRIVATE
INITIATIVES,_
SOCIETY'S
MOST_
PERVASIVE
AND RADICAL
NEEDS,_INCLUDING
THOSE_RELATING
TO_SOCIAL
WELFARE,_HEALTH,
___
AND ARTS AND CULTURE.
ENVIRONMENT,
ECONOMICS,
GOVERNANCE,
FOREIGN RELATIONS
---------~---------------------------------------------------1fthe organization discontinued its operations or disposed of more than 25% of its net assets.
Check this box
3
Number of voting members of the governmg body (Part VI, line 1a) ......
4
4
Number of independent voling members of the governing body (Part VI, hne 1b)
3
Total number of md1v1dualsemployed in calendar year 2013 (Part V, hne 2a) .
5
6
Total number of volunteers (estimate 1fnecessary) .........
6
0
7a
Total unrelated business revenue from Part VIII, column (C), hne 12
0.
Net unrelated business taxable income from Form 990-T, hne 34
7b
Prior Year
Current Year
Contributions and grants (Part VII I, hne 1h) . . . . . . . . .
45,908,735
.
103,380,831.
Program service revenue (Part VIit, hne 2g) .........
767,884.
726,430.
Investment mcome (Part VIII, column (A), Imes 3, 4, and 7d) .
882,588.
425,939.
Other revenue (Part VIII, column (A), Imes 5, 6d, 8c, 9c, 10c, and 11e) .
Total revenue - add Imes 8 through 11 (must equal Part VIII, column (A), hne 12)
47,559,207.
104,533,200.
Grants and s1m1laramounts paid (Part IX, column (A), Imes 1-3) ........
40,276,542.
38,475,416.
Benefits paid to or for members (Part IX, column (A), hne 4) ...........
Salanes, other compensation, employee benefits (Part IX, column (A), Imes 5-10)
689,028.
786,797.
4)
c.
~
ISummarv
Bnefly descnbe the orgamzat1on'sm1ss1onor most significant act1v1t1es
CIJ
535-3563
22314-2903
I Part
52-2166327
number
E Telephone
109 North
Tennmated
Open to Public
Inspection
D Employer
ldenliflcabon
Number
,-
2013
Department
of theTreasury
Internal
Revenue
Serv,ce
A
No 1545-004 7
OMB
Finn'sname
Form's
EIN
Phoneno
May the IRS discuss this return wtth the preparer shown above? (see instructions)
BAA For Paperwork Reduction Act Notice, see the separate instructions.
. . . . . . . .......
TEEA0101
11108/13
t-11
No
Yes
Form 990 (2013)
'
Ir
Donors
!iP.,ai:tlllli
Statement
Trust,
Page2
52-2166327
Inc.
Check 1fSchedule O contains a response or note to any line in this Part Ill
Bnefly descnbe the organization's m1ss1on
SUPPORT
CHARITIES_&
SPONSOR PROGRAMS_____________________________________
WHICH ALLEVIATE,_THROUGH_EDUCATION,_RESEARCH_&
PRIVATE
INITIATIVES,_SOCIETY'S
MOST __ _
Did the organization undertake any significant program services dunng the year which were not listed on the pnor
O Yes
O Yes
Did the organization cease conducting, or make significant changes ,n how rt conducts, any program services?.
No
~ No
Descnbe the organrzat1on's program service accomplishments for each of ,ts three largest program services, as measured by expenses
Section 501(c)(3) and 501(c)(4) orgamzatrons and section 4947(a)(1) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, 1fany, for each program service reported.
4 a (Code
-----------------------------------------------------------------
) (Expenses $
12 3 , O3 O mclud1ng grants of $
O ) (Revenue $
TALENT MARKET _(TM)._ A FREE TALENT RECRUITMENT PROGRAM________________________
AVAILABLE TO_ CHARITIES
WHOSE_MISSIONS
ALIGN WITH ____________________________
DONORSTRUST'S
CHARITABLE MISSION.
4 b (Code
_
_
_
_
_
_
O )
_
_
-----------------------------------------------------------------
4 c (Code
DAN SEARLE
FELLOWSHIP
) (Expenses
4 95 , 4 33
. mcludmg grants of
4 8 6, 4 3 3
. ) (Revenue
(Part_of
OAF pro_gram).
FOR NEWLY
O )
----------------
ASSISTANCE.
__________________________________________
mcludmg grants of
) (Revenue
3 9, 11 O, 5 3 4 .
TEEA0102
07/02113
Fonn990(2013)
Donors
Trust,
Inc.
Page 3
52-2166327
No
Is the organization descnbed in section 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)? If 'Yes,' complete
Schedule A . .....................................
...
...
.
Did the organization engage in direct or indirect political campaign act1v1tieson behalf of or in oppos1t1onto candidates
for public office? If 'Yes,' complete Schedule C, Part /. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section 501(c)(3) organizations. Did the organization engage in lobbying activ1t1es,or have a section 501(h) election
in effect dunng the tax year? If 'Yes,' complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . .
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part /II
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the nght
to provide advice on the distnbut1on or investment of amounts ,n such funds or accounts? If 'Yes,' complete Schedule D,
Part/ . .......................................................
Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas, or h1stonc structures? If 'Yes,' complete Schedule D, Part II . . . . . . . . . . .
Did the organization maintain collections of works of art, h1stoncal treasures, or other s1m1larassets? If 'Yes,'
complete Schedule D, Part /II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the organization report an amount in Part X, line 21, for escrow or custodial account liab1hty, serve as a custodian
for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negot1at1on
services? If 'Yes,' complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
5
7
8
10
........
Did the organization, directly or through a related organization, hold assets in temporanly restncted endowments,
pennanent endowments, or quasi-endowments? If 'Yes,' complete Schedule D, Part V . . . . . . . . . . . .
11
10
x
x
If the organization's answer to any of the following questions 1s'Yes', then complete Schedule D, Parts VI, VII, VIII, IX,
or X as applicable
a Did the organization report an amount for land, buildings and equipment in Part X, line 10? If 'Yes,' complete Schedule
D, Part VI. ....................................................
...
11 a
b Did the organization report an amount for investments - other secunt,es m Part X, line 12 that 1s5% or more of its total
assets reported m Part X, line 16? If 'Yes,' complete Schedule D, Part VII. . . . . . . . .
. . . . . . . . . . . . . .
...
11 b
...
11 c
c Did the organization report an amount for investments - program related in Part X, line 13 that 1s5% or more of ,ts total
assets reported 1nPart X, line 16? If 'Yes,' complete Schedule D, Part VI/I . . . . . . . . . . . . . . . . . . . . .
d Did the organization report an amount for other assets in Part X, line 15 that 1s5% or more of its total assets reported
11e
x
x
11f
11 d
. .
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's hab1htyfor uncertain tax pos1t1onsunder FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X
12 a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes, complete
Schedule D, Parts XI, and XII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Was the organization included m consolidated, independent audited financial statements for the tax year? If 'Yes,' and
if the organization answered 'No' to /me 12a, then completing Schedule D, Parts XI and XII is opt,onal
13
16
17
18
19
12b
x
x
14a
x
x
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmakmg, fundra1smg,
business, investment, and program service activ1t1esoutside the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes,' complete Schedule F, Parts I and IV .............................
14b
Did the organization report on Part IX, column (A), hne 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If 'Yes,' complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . .
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign ind1v1duals?/f 'Yes,' complete Schedule F, Parts /II and IV . . . . . . . . . . . . . . . . . . . . . . .
16
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), Imes 6 and 11e? If 'Yes,' complete Schedule G, Part I (see instructtons) . . . . . . . . . . . . . . . . .
17
Did the organization report more than $15,000 total of fundra1sing event gross income and contnbut1ons on Part VIII,
lines 1c and Sa? If 'Yes,' complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
Did the organization report more than $15,000 of gross income from gaming act1vit1eson Part VIII, line 9a? If 'Yes,'
complete Schedule G, Part /II ....................................
19
14a Did the organization maintain an office, employees, or agents outside of the United States? ...
15
12a
20 a Did the organization operate one or more hospital fac1hties? If 'Yes,' complete Schedule H . . . . .
b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return?
BAA
TEEA0103
11/08/13
13
20
x
x
20b
Fonn 990 (2013)
Donors
Trust,
Inc.
Page4
52-2166327
Did the organization report more than $5,000 of grants or other assistance to any domestic organizations or
government on Part IX, column {A), line 1? If Yes,' complete Schedule I, Parts I and II . . . . . . . . .
21
Did the organization report more than $5,000 of grants or other assistance to md1v1dualsm the United States on Part
IX, column (A), line 2? If Yes,' complete Schedule I, Parts I and Ill . . . . . . . . . . . . . . . . . . . . . . . . .
22
Did the organization answer Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If Yes,' complete
Schedule J . .....................................
...
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last day of the year, that was issued after December 31, 2002? If Yes,' answer Imes 24b through 24d and
complete Schedule K. If 'No, 'go to /me 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Did the organ1zat1oninvest any proceeds of tax-exempt bonds beyond a temporary penod exception?
23
x
x
x
24a
. .
No
24b
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24c
d Did the organization act as an 'on behalf of issuer for bonds outstanding at any time dunng the year?
24d
. . . . . . .
25a Section 501(c)(3) and 501(c){4) organizations. Did the organization engage man excess benefit transaction with a
disqualified person dunng the year? If Yes,' complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . .
b Is the organization aware that 1tengaged m an excess benefit transaction with a disqualified person in a pnor year, and
that the transaction has not been reported on any of the organization's pnor Forms 990 or 990-EZ? If Yes,' complete
Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
...
25a
...
25b
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former offfcers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If so, complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
26
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contnbutor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? If Yes,' complete Schedule L, Part Ill . . . . . . . . . . . . . . . . . . . . . . . . .
27
Was the organization a party to a business transaction with one of the following parties {see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions)
28
a A current or former officer, director, trustee, or key employee? If Yes,' complete Schedule L, Part IV . . . . . . .
b A family member of a current or former officer, director, trustee, or key employee? If Yes,' complete
Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1----1-I_J
x
28a
28b
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner? If Yes,' complete Schedule L, Part IV . . . . . . . . . . . . .
29
Did the organization receive more than $25,000 m non-cash contnbutions? If Yes,' complete Schedule M . . . . .
28c
29
30
Did the organization receive contnbut1ons of art, h1stoncal treasures, or other s1m1larassets, or qualified conservation
contributions? If Yes,' complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
30
31
Did the organization liquidate, terminate, or dissolve and cease operations? If Yes,' complete Schedule N, Part I ...
31
x
x
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If Yes,' complete
Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
32
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
. . .
301. 7701-2 and 301. 7701-3? If Yes,' complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . .
33
34
33
34 Was the organization related to any tax-exempt or taxable entity? If Yes,' complete Schedule R, Parts II, Ill, IV.
and V, /me 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35a Did the organization have a controlled entity w1th1nthe meaning of section 512(b)(13)? ...........
b If Yes' to line 35a, did the organization receive any payment from or engage m any transaction with a controlled
entity w1thmthe meaning of section 512(b)(13)? If Yes,' complete Schedule R, Part V, line 2 .........
.
36
35a
35b
Section 501~cl(3) or~anizations. Did the org_anizat1onmake any transfers to an exempt non-chantable related
organization. ff Yes, complete Schedule R, Part V, lme 2 ..........................
.
36
37
Did the organization conduct more than 5% of its acbv1t1esthrough an entity that is not a related organization and that 1s
treated as a partnership for federal income tax purposes? If Yes,' complete Schedule R, Part VI . . . . . . . . . . . .
37
38
Did the organization complete Schedule O and provide explanatlons 1nSchedule O for Part VI, Imes 11b and 19?
. . . . .
Note. All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . . . . . . . .
BAA
38
TEEA0104
11/11/13
Fom, 990 (2013)
Donors
Trust,
Inc.
Page 5
52-2166327
....... n
Yes
11--1
a+-1
____
1 a Enter the number reported m Box 3 of Fom, 1096. Enter -0- 1fnot applicable ..
b Enter the number of Fom,s W-2G included ,n line 1a Enter -0- ,f not applicable .
1b
...-:
,:,.L"'
'-
c Did the organization comply with backup withhold mg rules for reportable payments to vendors and reportable gaming
(gambling) winnings to pnze winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
I I
a ~~t;[tfi~e~ufc;~e
~1~~/rey~~~eJ'n~~;g~~:g~1~;;t~;ay~~~:~i:e:~~~h~~~eii~
-,
.....
"'-" 1c
X
. .
,;t,;;;u
,'X
~...,_
-1
6'-+-"--~;:;.='--;
t---.-:-~."-+-?'.~
~[
S~at:. . . ,.__2_a_.__
________
b If at least one 1sreported on line 2a, did the organization file all required federal employment tax returns?
No
. . . . . . . . .
2b
Note. If the sum of Imes 1a and 2a is greater than 250, you may be required toe-file (see instructions)
3 a Did the organization have unrelated business gross income of $1,000 or more dunng the year?. . . . . .
3a
3b
4 a At any time during the calendar year, did the organization have an interest 1n,or a signature or other authonty over, a
financial account ma foreign country (such as a bank account, secunt1es account, or other financial account)? ...
...
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts
5 a Was the organization a party to a proh1b1tedtax shelter transaction at any time dunng the tax year?. . . .
. ...................
6 a Does the organization have annual gross receipts that are nom,ally greater than $100,000, and did the organization
solicit any contnbut1ons that were not tax deductible as chantable contnbut1ons? . . . . . . . . . . . . . . .
b If 'Yes,' did the organization include with every solic1tat1onan express statement that such contnbut1ons or gifts were
. . . . . . . . . . . . . . . . .
not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Organizations that may receive deductible contributions
5a
Jx
Sb
-~-
b Did any taxable party notify the organization that it was or 1sa party to a proh1b1tedtax shelter transaction? . .
c If 'Yes,' to line Sa or Sb, did the organization file Fom, 8886-T? . . .
4a
Sc
..
6a
..
6b
a Did the organization receive a payment 1nexcess of $75 made partly as a contnbut1on and partly for goods and
services provided to the payor? . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . .
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? .........
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Fom, 8282? ...................................................
d If Yes, indicate the number of Fom,s 8282 filed dunng the year
. . . . . . . . . . . . . . . .
I'----'-----------!
7 di
7b
7e
f Did the organization, dunng the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
g If the orgamzat1on received a contnbut1on of qualified intellectual property, did the organization file Fom, 8899
as required? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7g
h If the orgamzat1on received a contnbution of cars, boats, airplanes, or other vehicles, did the organization file a
Fom, 1098-C? .........................
.. .
7h
Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsonng organization, have excess business
holdings at any time dunng the year? . . . . . . . . . . . . . .
. .
. . . . . . . . . . . . . . . . . . . . . . .
Sponsoring organizations
x
x
-~__J
9a
b Did the organization make a d1stnbullon to a donor, donor advisor, or related person?
Sb
Enter
.
I 1oal
b Gross receipts, included on Fom, 990, Part VIII, line 12, for public use of club facilities
10b
'
...-!
Enter:
'
,,
11 a
- i~ ~
~ :... ~ ,.
b If 'Yes,' enter the amount of tax-exempt interest received or accrued dunng the year . . . . . .
13
7c
."
,(":r'
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?.
10
7a
I~-~----------!
12 bl
a Is the organization licensed to issue qualified health plans m more than one state? .
>-----~
12a
13a
Note. See the instructions for add1t1onalmfom,allon the organization must report on Schedule 0.
b Enter the amount of reserves the organization 1srequired to maintain by the states in
which the organization is licensed to issue qualified health plans . . . . . . . . . . . . .
c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . .
14a Did the organization receive any payments for indoor tanning services during the tax year?.
I1
b1
3
1--1+-1----------1
13 c
'----'------------:1----:1---1----'
. ..
b If 'Yes,' has it filed a Fom, 720 to report these payments? If 'No,' provide an explanation m Schedule O .
BAA
TEEA0105
07102113
14a
14b
Fonn 990 (2013)
,
Donors Trust,
Inc.
52-2166327
Page6
Governance, Management and Disclosure For each Yes' response to lines 2 through lb below, and for
a 'No' response to line Ba, Bb, or 10b below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Form990(2013)
[ Part VI
[xJ
Check 1fSchedule O contains a response or note to any line in this Part VI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1a
No
b Enter the number of voling members included 1nline 1a, above, who are independent
. . . .
1b
3
Did any officer, director, trustee, or key employee have a family relationship or a business relation~sh,...,-p-w~,t,.,.h_a_n_y_o_t.,..he-r-----1
. . . . . . . . . . . . . . . . . . . . . . .
t---+---t--~
. . . . . . . . . . . . . .
Did the organization delegate control over management duties customanly performed by or under the direct superv1s1on
of officers, directors or trustees, or key employees to a management company or other person? . . . . . . . . . . . .
Did the organization make any significant changes to its governing documents
since the pnor Form 990 was filed? . . . . . . . . . . . . . . . . . . . . . . . . . . .
. .
5
6
x
x
x
7a
7b
Did the organization become aware dunng the year of a significant d1vers1onof the organization's assets?
. . . . . . . .
7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more
members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . .
b Are any governance dec1s1onsof the organization reserved to (or sub1ect to approval by) members,
stockholders, or other persons other than the governing body? . . . . . . . . . . . . . . . . . . .
8
Did the organization contemporaneously document the meetings held or wntten actions undertaken dunng the year by
the following
. . . . . . . . . . . .
Sa
Sb
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If Yes,' provide the names and addresses m Schedule O
. . . . . . . . . . . . . . . . .
Section B. Policies (This Section B reauests information about policies not reauired bv the Internal Revenue Code.
Yes
10a Did the organization have local chapters, branches, or affiliates? ...........................
...
No
10a
10b
11 a
b Descnbe in Schedule O the process, 1fany, used by the organization to review this Form 990.
12 a Did the organization have a wntten conflict of interest policy? If 'No,' go to /me 13 . . . .
. . . . .
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give nse
to conflicts? ..................................................
12a
12b
x
x
x
x
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If Yes,' descnbe m
Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . .
12c
13
13
14
Did the organization have a wntten document retention and destruction policy? ..................
14
15
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and dec1s1on?
a The organization's CEO, Executive Director, or top management official
. . .
15a
15b
x
x
If 'Yes' to line 15a or 15b, descnbe the process in Schedule 0. (See instructions.)
16a Did the organization invest 1n,contnbute assets to, or part1c1patein a joint venture or similar arrangement with a
taxable entity dunng the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b If 'Yes,' did the organization follow a wntten policy or procedure requinng the organization to evaluate its
part1c1pationin Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements?. . . . . . . . . . . . . . . . . . . . . . .
16a
-~'_J
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501(c)(3)s only) available for public
inspection Indicate how you make these available. Check all that apply.
Own website
Another's website
_____________________________
~ Upon request
19
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organizatJon-
oonors
BAA
Trust-------
109 N Henry
(703)
535-3563
Inc.
52-2166327
Page 7
of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
. .. . . . . . .
Independent Contractors
Donors
Trust,
Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be fisted Report compensation for the calendar year ending with or within the
organization's tax year
List all of the organization's current officers, directors, trustees (whether ind1v1dualsor orgamzations), regardless of amount of
compensation Enter -0- in columns (0), (E), and (F) 1fno compensation was paid
List all of the organization's current key employees, 1fany. See instructions for definition of 'key employee'
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related orgamzat1ons
List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
orgamzat1on, more than $10,000 of reportable compensation from the organization and any related orgamzat1ons
List persons in the following order individual trustees or directors; institutional trustees, officers, key employees, highest compensated
employees, and former such persons
Check this box rf neither the orgamzat1on nor any related orgamzat1on compensated any current officer, director, or trustee.
(C)
(A)
Name and nue
(B)
Average
hours per
week(hst
any hours
for related
orgamza~
lions
below
dotted
line)
_mWhitney
L Ball------President
& CEO
(2) Kimberl_y _O Dennis _____
Chairman
(~ James Piereson
Vice Chairman
William
J. Hume ______
Director
_ (5) Jeffrey
C. Zysik ______
CFO, Sec-Treas.
---------------------
-~>
(6)
35.00
10.00
- (8) - - - - - - - - - - - - - - - - - -
----
- (9)
- - - - - - - - - - - - - - - - - -
----
~~
------------------
----
BAA
g:
e= ~
~
~~ g
~-~
- Q.,_5.Q
----
------------------
;,;
<1>
'<
<1>
3
'2.
<1>
<1>
~
<t)
<t> I
3 -
d'
"2. '3~:)
~
(E)
(F)
Reportable
compensabon from
related orgamzabons
(W-211099-MISC)
Esbmaled
amount of other
compensation
from the
orgamzabon
and related
"'-
orgamzatmns
"'i
I!;
!;"
219,000.
0.
21,900.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.50
- Q') - - - - - - - - - - - - - - - - - -
~~
a.9-
JQ.,_O.Q
15.00
x
0.50
----
~3L __________________
::,
~:::,
(D)
Reportable
compensabon from
the organization
(W-211099-MISC)
a.
---------------------
(11)
--------------------(12)
---------------------
187,750.
0.
18,775.
----
-------
----
TEEA0107 07/08/13
IPart VII
Donors
Trust.
Pos1tlon
(D)
Average
(do nol check more lhan one
box, unless person ISboth an
hours
Reportable
officer and a d1rectorltruslee) compensabonfrom
per
week
the 01gan1zauon
<> I
0151
any IQ 3 ::, 0
(W-2/1099-MISC)
ig. ~
hours
n
for
c:,~ ~~
<> ~ ~
c g ~ "O
related
<> 0
E1
organ1za
~
(A)
Name and bHe
; J ,g.-;;,
3
ii
a c
!IOnS
below
dotted
line)
~SL ________________________
~f; [
(1)
(E)
(F)
Reportable
compensabon from
related orgamzabons
Esbmaled
amounl of other
compensat10n
from the
orgamzabon
and related
orgamzabons
(W-2/1099-MISC)
;;;]
,;;-
<1)
Ii
a.
---
0~-------------------------
---
(17) ________________________
---
(18)
---------------------------
---
(19)
--------------------------(20)
---------------------------
---
(21)
--------------------------~~ ------------------------
---
---
---
(23) ________________________
---
(24)
---------------------------
---
(25)
---------------------------
---
...
...
...
1 b Sub-total.
c Total from continuation
(continued)
(C)
(B)
Pai:ie8
52-2166327
Inc.
!Section A. Officers, Directors, Trustees, Key Emplovees, and Hiahest Compensated Employees
406,750.
0.
40,675.
406,750.
0.
40,675.
Total number of ind1v1duals(including but not limited to those listed above) who received more than $100,000 of reportable compensation
2
from the organization .,..
Yes
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee
.
on line 1a? If 'Yes,' complete Schedule J for such ind1v1dual . . . . ................
...
For any ind1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from
the orgamzalion and related organ1zat1onsgreater than $150,000? If Yes' complete Schedule J for
. . . . . ..............
such md1v1dual. . . . . . . . . . . . . . . . . . . .
..
..
,_
. .....
3 --
. ... . . . .
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or ind1v1dual
.......
for services rendered to the orgamzat1on? If Yes,' complete Schedule J for such person .....
--
4
--
........
---
No
--
LJ
_ __J
Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year.
(A)
Name and business address
Claire
Kittle
2868
Tradewind
Dr
Pleasant
SC
29466
(C)
Compensation
Adrnnistrative
andrecruitinqservices
Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the orgamzatlon
BAA
Mount
(B)
Descnpt1on of services
118, 632.
.,.. 1
TEEA0108 11111113
Forrn990{2013)
Donors Trust,
Inc.
!Part VIII ! Statement of Revenue
52-2166327
Page9
.. D
Check 1fSchedule O contains a response or note to any line in this Part VIII .
~~ 1 a Federated campaigns
~
a::o
~~
t:
a:
a:s
.,;:iii)
~:
........
al i!:
a=O
.... Q
Zz:
8<
{D)
(A)
{B)
{C)
Total revenue
Related or
exempt
function
revenue
Unrelated
business
revenue
Revenue
excluded from tax
under sections
512-514
1a
b Membership dues
1b
c Fundra1s1ngevents .
1c
d Related organizations
1d
e Governmentgrants(contnbutions)
1e
f All othercontnbut1onsdttts.grants,and
1f 103.380.831.
s1m1lar
amountsnot In uded above. .
g Noncashcontnbutionsinduded in lines 1a-1f
$ 15 140
826.
..
BusinessCode
z:
LI.I
2a
b
iii
0:::
LI.I
!::!
ffi
.,.
>
Ad.ministration
services
revenue
Cl
0:::
...
561000
. ..
726
..
Royalties.
430.
0.
0.
726
430.
726,430
270
233.
0.
0.
270.233.
155
706.
0.
0.
155 706.
'!'"
..
(,)Real
(11)Personal
(1)Seambes
(11)Other
6 a Gross rents
b Less: rental expenses
c Rentalincomeor Qoss).
16 540 396.
16.384.690.
155 706.
c Gain or {loss)
..
::::.
z::
i......
. . ..
Cl:
i!!:
..
-I
. . ..
.. . .
-.
...
..
a
b
..
-------
------~-
----
~----
--
11 a
--------------------------------c
----------------d All other revenue .
b
BAA
0.
0.
1 152.369.
Form 990 (2013)
Donors
Form990(2013)
Trust,
52-2166327
Inc.
Section 501(c)(3) and 501(c)(4) oraamzat,ons must complete all columns All otherorgamzat,ons must complete column (A)
Check 1fSchedule O contains a response or note to any hne m this Part IX . . . . . ...........
Total expenses
2
3
5
6
9
10
(B)
(A)
Page 10
Expenses
Program service
expenses
38.475.416.
(D)
Fundra1s1ng
expenses
I
I
416 ..
38 475
I
447
425.
297.715.
43.024.
106.686.
296
401.
213
40.472.
42.405.
1. 64 7.
41.324.
Payroll taxes . . . . . . . . . . . .
... I I
(C)
Management and
general expenses
524.
1 167.
29 271.
192.
4.821.
288.
7.232.
11
a Management .
b Legal.
...
c Accounting . .
d Lobbying ...
e Professional
fundra1smg
servicesSee PartIV, lme 17
13
Office expenses
14
Information technology .
....
15
Royalties ..
16
Occupancy .......
17
Travel
18
19
20
21
Payments to affiliates . . . . . . . . .
22
23
24
Insurance ................
Other expenses Itemize expenses not
covered above (List miscellaneous expenses
m hne 24e If hne 24e amount exceeds 10%
of line 25, column (A) amount, list hne 24e
expenses on Schedule 0.) ..........
a Printin_g_&
_production
_____
b Postag_e
& delivery_
_______
c Teleghone
______________
d Utilities
______________
e All other expenses . . . . . . . . . . . . .
25
26
BAA
0.
510.
055.
486.
111.
168.052.
1. 1 77.
9 055.
7 111.
3 543.
0.
1. 371.
0.
14 915.
48 878.
2 060.
0.
41 175.
12 756.
6 782.
0.
10.173.
11. 884.
900.
494.
1. 350.
741.
186
50
12
7
58.130.
24.640.
.........
47 365.
47 365.
7 714.
4 234.
5.464.
2.999.
c;nq
c; c; '.rn
S 1? 1
c; 'i 'lO
12 234.
39 689 582.
(1
4
(1 (14
< 7i:;q
< Q17
9.134.
39.285.706.
c;n q
0.
(1
i:;1 f1
Q1 i:;
?;?1
q11
c;
q(;R
1 240.
152 589.
1 860.
251 287.
(; 4
...
TEEA0110 11/08/13
----
Form990{2013)
!Part X
Donors
Trust,
-----
52-2166327
Inc.
I Balance Sheet
Check 1fSchedule O contains a response or note to any line m this Part X .
...
. .
. ..
.. . .....
Cash - non-mterest-beanng . . . . . .
Loans and other receivables from current and former officers, directors,
~~1tit~~:~r!o(e_e~,
..
110,755.
~~d.h1_g~e~t-~~p~~s~t:d. e'.11~1~y~~s.
~o'.11~1:t: .
s
s
E
T
0
R
12
13
14
......
. . . ....
10b
10c
11
12
27.802.
18 881 605.
56 951 182.
13
14
15
16
17
18
19
3 895.
30.679
673.
64 692.
850.
15
16
17
18
19
20
20
21
21
22
Loans and other payables to current and former officers, directors, trustees,
key employees, highest compensated employees, and disqualified persons
Complete Part II of Schedule L . . . . . . . . . . . . . . . . . .
22
.....
. . . . ..
23
24
24
25
26
27
Organizations that follow SFAS 117 (ASC 958), check here ~and
lines 27 through 29, and lines 33 and 34.
Unrestncted net assets . . . ...
28
29
. . ...............
3 699.
102 089 508.
12 051.
850.
23
25
65 542.
26
12 901.
complete
I
30.614
131.
27
102 076.607.
28
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
30
B
A
L
A
N
31
32
29
--
30
....
33
34
Total hab1ht1es
and net assets/fund balances ...
I
28 338.
030.
4.664
0.
..
83.195.
55.393.
10a
. ..
11
6
7
N
E
T
A
_J
....
97,462.
26,127,758.
....
.... . . . .
...
s
s
L
I
A
B
I
L
I
T
I
E
2
3
Loans and other receivables from other disqualified persons {as defined under
section 4958(f}(1)), persons descnbed m section 4958{c){3)(B), and contnbuling
employers and sponsonng organizations of section 501 (c){9) voluntary employees'
beneficiary organizations {see 1nstruct1ons) Complete Part II of Schedule L
E
T
I I
25,872,655.
. ....
(B)
End of year
(A)
Beginning of year
1
Page 11
... . . . . . .
BAA
31
32
30 614
30.679
131.
673.
33
34
102 076.607.
102.089.508.
Form 990 (2013)
TEEA0111 07/08/13
Donors
IPart XI IReconciliation
Trust,
Inc.
of Net Assets
1 Total revenue (must equal Part VIII, column (A), line 12)
2 Total expenses (must equal Part IX, column (A), line 25) ............
2
3
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)).
5
6
8
9
1o Net assets or fund balances at end of year. Combine Imes 3 through 9 (must equal Part X, line 33,
column (8)) ............................................
.
Page 12
52-2166327
10
102.076.607.
.n
Check 1fSchedule O contains a response or note to any line m this Part XII
Yes
1
~Accrual
Qcash
If the organization changed its method of accounting from a pnor year or checked 'Other,' explain
m Schedule 0.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . .
If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both
D Separate basis
Oconsohdated
basis
Osoth
2a
No
Oother
2c
b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why m Schedule O and descnbe any steps taken to undergo such audits . . . . . . . . . . . . . . .
BAA
,____,___ _,__
_
c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b11ity
for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant? ...........
.
If the organization changed either its oversight process or selection process dunng the tax year, explain
m Schedule 0.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth m the Single
Audit Act and OMS Circular A-133? ..........................................
2b
3a
3b
Fonn 990 (2013)
TEEA0112
07/08/13
2013
Donors
OMB No 1545-0047
Open to Public
Inspection
is
Trust,
Inc.
52-2166327
I Part I I Reason for Public Charity Status (All onwnizations must comolete this cart.) See instructions.
The organization 1snot a pnvate foundation because 1t1s (For lines 1 through 11, check only one box.)
1
2
A medical research organization operated m con1unct1onwith a hospital descnbed m section 170(b)(1)(A)(iii). Enter the hospital's
name, city, and state
An organization operated for the benefit of a college or university owned or operated by a governmental unit descnbed m section
170(b)(1 )(A)(iv). (Complete Part II )
A federal, state, or local government or governmental unit descnbed in section 170(b)(1)(A)(v).
An organization that normally receives a substantial part of its support from a governmental unit or from the general public descnbed
m section 170(b)(1)(A)(vi). (Complete Part II )
A community trust descnbed m section 170(b)(1)(A)(vi). (Complete Part II)
O
0
5
6
7
[8J
An organization that normally receives. (1) more than 33-1/3% of its support from contnbut1ons, membership fees, and gross receipts
from act1v1t1es
related to its exempt functions - subJect to certain exceptions, and (2) no more than 33-1/3% of its support from gross
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975. See section 509(a)(2). (Complete Part fff )
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
10
11
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations descnbed m section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box that
descnbes the type of supporting organization and complete Imes 11e through 11h
a 0Type
b 0Type
II
Oother
By checking this box, I certify that the organization 1snot controlled directly or indirectly by one or more disqualified persons
than foundation managers and other than one or more publicly supported organizations described m section 509(a)(1) or
section 509(a)(2)
If the organization received a written determination from the IRS that is a Type I, Type II or Type Ill supporting organization,
check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Smee August 17, 2006, has the organization accepted any gift or contnbut1on from any of the following persons?
....... D
Yes
(i)
A person who directly or 1nd1rectlycontrols, either alone or together with persons descnbed m (11)and (111)
below, the governing body of the supported organization? . . . .
11 g (i)
(ii)
11 g (ii)
11 g (iii)
(li)EIN
1
\ ~!J~i.~f
on1,~~;'\~~n
above or IRC secllon
(see Instructions))
(iv)Is the
orgamzabon m
column (1)hsted in
your governing
(vi)Is the
organization 10
support
column (I)
organized m the
document?
Yes
No
No
US?
Yes
No
Yes
No
(A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
TEEA0401 06128/13
ScheduleA(Form990or990-EZ)2013
Donors Trust,
Inc.
52-2166327
Wart 11]Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Page 2
(Complete only 1fyou checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part Ill If the
orgamzat,on fails to qualify under the tests listed below, please complete Part 111.)
s ec1on
f
AP u bl"IC S UDDOrt
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
45,908,735.
103,380,831.
234,334,684.
45,908,735.
103,380,831.
234,334,684.
...
65,899,674.
s ect1on BT
168,435,010.
ota IS unno rt
(a) 2009
.... .
(b) 2010
(c) 2011
(d) 2012
45,908,735.
206,988.
203,303.
(e) 2013
(f) Total
103,380,831.
234,334,684.
70,330.
80,800.
270,233.
831,654.
10
..
11
..
12
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
orgamzallon, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
.............................
I 12
235,166,338
ort Percenta e
14
Public support percentage for 2013 (line 6, column (f) d1v1dedby line 11, column (f))
14
15
15
71. 62 %
84. 03 %
16a 33-1/3% support test - 2013. If the orgamzat1on did not check the box on line 13, and the line 14 1s33-1/3% or more, check this box
and stop here. The orgamzallon qualifies as a publidy supported orgamzat1on . . . . . . . . . . . . . . . . . . . . . . . . . . .
b 33-1/3% support test - 2012. If the organization did not check a box on line 13 or 16a, and line 15 1s33-1/3% or more, check this box
and stop here. The orgamzat1on qualifies as a publidy supported orgamzat1on . . . . . . . . . . . . . . . . . . . . . . . .
17 a 10%-facts-and-circumstances
test - 2013. If the orgamzallon did not check a box on line 13, 16a, or 16b, and line 14 1s 10%
or more, and if the orgamzat,on meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how
the orgamzat1on meets the 'facts-and-circumstances' test. The orgamzallon qualifies as a publicly supported orgamzat1on . . .
... D
b 10%-facts-and-clrcumstances
test - 2012. If the orgamzat1on did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s10%
or more, and if the orgamzat1on meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the
orgamzallon meets the 'facts-and-circumstances' test. The organization qualifies as a publidy supported orgamzat1on . . . . . . .
18
Private foundation.
If the orgamzat1on did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
BAA
..
...
..B
..
TEEA0402
06128/13
Donors Trust,
Inc.
Part 111!Support Schedule for Organizations Described in Section 509(a)(2)
ScheduleA(Form990or990-EZ)2013
52-2166327
Page3
(Complete only 1fyou checked the box on line 9 of Part I or 1fthe organization failed to qualify under Part II If the organization falls
to qualify under the tests listed below, please complete Part 11.)
Sec,on
f
A Pu bl"IC SUDDOrt
Calendaryear (or fiscal yr beginningin)
1 Gifts, grants, contnbut1ons
and membership fees
received. (Do not include
any 'unusual grants ') . . . . . .
2 Gross receipts from adm1ss1ons,merchandise sold or
services performed, or facd1t1es
furnished in any act1v1tythat 1s
related to the organization's
tax-exempt purpose .....
3 Gross receipts from act1v1t1es
that are not an unrelated trade
or business under section 513
4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
its behalf ........
...
5 The value of services or
fac1ht1esfurnished by a
governmental unit to the
organization without charge.
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
(c) 2011
(d) 2012
(e) 2013
(f) Total
.....
(a) 2009
(b) 2010
and12)
13 Total Support. (Add1nsq,10c.11
14
First five years. If the Form 990 1sfor the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here . . . . . . . . . . . . . ""
ort Percenta e
15
Public support percentage for 2013 (line 8, column (f) d1v1dedby line 13, column (f))
15
16
Pubhc support percentage from 2012 Schedule A, Part Ill, line 15 .........
16
%
%
Investment income percentage for 2013 (line 1Oc, column {f) d1v1dedby line 13, column (f)) .
17
18
18
%
%
19 a 33-1/3% support tests - 2013. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17
1snot more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .....
.
b 33-1/3% support tests - 2012. If the organization did not check a box on line 14 or hne 19a, and line 16 1smore than 33-1/3%, and
line 18 1snot more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ...
20
BAA
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions.
TEEA0403
06128/13
. . . . . . .
. ...
....
Donors Trust,
Inc.
52-2166327
Information. Provide the explanations required by Part II, line 10; Part II, line 17a
or 17b; and Part Ill, line 12. Also complete this part for any additional information.
(See instructions).
Page 4
l1@j1~1I
Supplemental
BAA
06128/13
SCHEDULED
(Form 990)
Department of the Treasury
Internal Revenue Service
OMB No 1545-004 7
Trust,
Open to Public
Inspection
Donors
2013
Inc.
52-2166327
Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 6.
IPart I IOrganizations
......
163.
102,964,826.
38,475,416.
98,982,148.
1.
178,600.
0.
306,822.
Did the organization inform all donors and donor advisors m wntmg that the assets held m donor advised funds
are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . . . . .
. IB)Yes
Did the organization inform all grantees, donors, and donor advisors m wnting that grant funds can be used only
for chantable purposes and not for the benefit of the donor or donor advisor, or for any other purpose confemng
1mperm1ss1ble
pnvate benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes
Part II
No
Conservation Easements.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Complete Imes 2a through 2d 1fthe organization held a qualified conservation contnbut,on in the form of a conservation easement on the
last day of the tax year.
2b
2c
d Number of conservation easements included 1n(c) acquired after 8/17/06, and not on a h1stonc
structure listed m the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . .
2d
Number of conservation easements modified, transferred, released, ext1ngu1shed,or terminated by the organization dunng the
tax year
5
6
Does the organization have a wntten policy regarding the penod1c monitonng, 1nspect1on,handling of v1olations,
..
and enforcement of the conservation easements 1tholds? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Staff and volunteer hours devoted to monitonng, inspecting, and enforcing conservation easements dunng the year
Amount of expenses incurred ,n monitoring, inspecting, and enforcing conservation easements dunng the year
0Yes
....
$
~~~~~~~~
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
and section 170(h)(4)(B)(11)? ..........................................
In Part XIII, descnbe how the organization reports conservation easements m ,ts revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that descnbes the organization's accounting for
conservation easements
0Yes
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report m ,ts revenue statement and balance sheet works of
art, histoncal treasures, or other s1m1larassets held for public exh1bit1on,education, or research in furtherance of public service, provide,
m Part XIII, the text of the footnote to ,ts financial statements that descnbes these ,terns
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in ,ts revenue statement and balance sheet works of art,
histoncal treasures, or other s1m1larassets held for public exhibition, education, or research ,n furtherance of public service, provide the
following amounts relating to these items:
(i)
.,.. $
---~-------------
If the organization received or held works of art, historical treasures, or other s1m1larassets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items
..... $
. ....$---------
TEEA3301
10/02/13
ScheduleD(Fonn990)2013
Donors Trust,
Inc.
52-2166327
Page2
!Part 111,jOrganizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization's acqu1s1tJon,accession, and other records, check any of the following that are a significant use of ,ts collectJon
,terns (check all that apply)
a
b
Pubhc exh1b1tJon
Scholarly research
e Oother
Provide a descnption of the organization's collectJons and explain how they further the organization's exempt purpose in
Part XIII.
During the year, did the organization sohc1tor receive donations of art, h1stoncal treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection?. . . . . . . . . . .
Yes
No
Part IV I Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' to Form 990, Part IV,
line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other 1ntenned1ary for contnbut,ons or other assets not included
on Fann 990, Part X?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. 0Yes
b If 'Yes,' explain the arrangement in Part XIII and complete the following table
Amount
c Beginning balance . . . . .
1c
1d
1e
f Ending balance. . . . . . .
1f
2 a Did the organization include an amount on Fann 990, Part X, line 21?
Yes
No
b If 'Yes,' explain the arrangement in Part XIII. Check here 1fthe explantion has been provided 1nPart XIII ..
IPartV
IIEndowment Funds. Complete if the orqanizat1on answered 'Yes' to Form 990, Part IV, line 10.
. . .
b Contnbut,ons . . . . . . . . . .
(a) Currentyear
(b) Pnoryear
24,001,854.
45, 586, 772.
16,684,776.
39,141,594.
12,051,906.
28,817,945.
8,939,680.
16,592,079.
7,035,457.
38,475,416.
1,026,829.
40,276
542.
-154,463.
29, 525, 114.
249,299.
22,172,327.
324,215.
12,641,403.
7,766.
565, 841.
99,288,970.
1,657,333.
522,470.
28, 159, 110.
1,712,039.
432,900.
24,001,854.
1,912,824.
349,223.
16, 684, 776.
976,327.
186,338.
12,051,906.
f Adm1nistrat1ve expenses .
g End of year balance
2
. . .
(c) Twoyearsback
(d) Threeyearsback
(e) Fouryearsback
Provide the estimated percentage of the current year end balance (hne 1g, column (a)) held as
a Board designated or quasi-endowment
b Pennanent endowment
1 OO OO %
O OO %
O OO %
unrelated organizations
Yes
. . . . . . . . . . . . . . . . . . . . . . . . . .
3a(i)
. 3a(ii)
No
x
x
3b
Descnbe 1nPart XIII the intended uses of the organization's endowment funds
!Part VI
ILand, Buildings,
and Equipment.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Descnpt,on of property
1 a Land .
.. .......
(c) Accumulated
depreciation
b Buildings . . . . . . . . .
c Leasehold improvements .
d Equipment . . . . . . .
e Other ..
........
18 695.
64 500.
0.
0.
Total. Add Imes 1a throuQh 1e. (Column (d) must equal Form 990, Part X, column (BJ, /me 10(c) J
BAA
7 828.
47 565.
. . . . . . . . . . . ..
10.867.
16 935.
...
27.802
TEEA3302
10/02/13
!Part VII
!Investments
Donors
Trust.
52-2166327
Inc.
Page 3
- Other Securities.
Com lete if the or anization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(b) Bookvalue
(a) Descnpuon
orsecuntyor calegoryOnctudmg
nameorsecunty)
. .
56,951,182.
FMV
(B) - - - - - - - - - - - - - - - - - - - - - - - - -
-1---------+--------------------1--------1--------------------1--------1--------------------
(C) - - - - - - - - - - - - - - - - - - - - - - - - -
-1--------+------------------
(D) - - - - - - - - - - - - - - - - - - - - - - - - -
-1--------1--------------------1--------1--------------------1--------1--------------------1--------1--------------------1--------1--------------------1----------,1--------------------
(H) - - - - - - - - - - - - - - - - - - - - - - - - (I) - - - - - - - - - - - - - - - - - - - - - - - - -
5 6, 9 51, 18 2 .
(1)
(2)
(3)
(4)
(5)
(6)
(71
(8)
(9)
(10)
.. .
Com lete 1fthe or arnzat1onanswered 'Yes to Form 990, Part IV, line 11d. See Form 990, Part X, lme 15.
a Descn t1on
b Book value
Total. (Column (b) must equal Form 990, Part X, column (BJ, /me 15.) .
Part X
Other Liabilities.
Complete
if theorQanization
answere
dY
' es'to Form990,Part IV, rme11e or 11f See Form990' Part x, r1ne25
(b) Book value
(7)
(8)
(9)
(10)
(11)
..
Total.(Column{b)mustequalForm990,PartX,column(B)/me25)
2. Uab1hty
roruncertain
taxpositionsIn PartXIII.providethetextof thefootnoteto theorganization's
financialstatements
thatreportstheorganization's
llabihtyroruncertain
underFIN48 (ASC740) Checkhereii thetextorthefootnotehasbeenprovidedin PartXIII . . . . . . . . . . . . . .
taxpos11ions
BAA
TEEA3303
10/02/13
!Part XI
IReconciliation
Donors
Trust,
Inc.
Page4
52-2166327
..
. . . . ..
1 Total revenue, gains, and other support per audited financial statements .
Amounts included on line 1 but not on Fonn 990, Part VIII, line 12
111,152,058.
2a
2b
'
2c
2d
..
2e
3
..
3
4
6,618,858.
a Investment expenses not included on Fonn 990, Part VIII, lme 7b.
b Other (Descnbe m Part XIII.) .
I
I
I 4b
..
..
..
..
c Add lines 4a and 4b
5 Total revenue. Add Imes 3 and 4c. (This must equal Form 990, Part I, /me 12.).
6,618,858.
104,533,200.
.. ....
4c
5
..
104,533,200
IPart XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements.
2 Amounts included on lme 1 but not on Fonn 990, Part IX, lme 25:
.
a Donated services and use of fac11it1es
b Pnor year adJustments
c Other losses
d Other (Descnbe m Part XIII ) .
39,689,582.
1
:
3
4
~;1
::I
2e
3
39.689.582.
I
4c
5
39.689.582.
Sch
D_Pt
V L4 ____
The_endowment
Sch
D_Pt
V L4 ____
described
funds_are_held
in
Part
III
Line
for
use
4 of_this
BAA
in_ the_12..rograms
Form
______________
990 --------------------
TEEA3304
10/02/13
Form990)2013
BAA
Donors
Trust,
52-2166327
Inc.
TEEA3305
07/01/13
Page 5
OMB No 1545-0047
SCHEDULE I
(Form 990)
2013
Complete If the organization answered 'Yes' to Form 990, Part IV, line 21 or 22.
Attach to Form 990.
Department of lhe Treasury
Internal Revenue SeMce
Open to Public
Inspection
Employer Identification
Doo_q_:i;-s__Tru_s____L__Inc~
Information on Grants and Assistance
IPart I IGeneral
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' ehg1b1hty
for the grants or assistance, and
the selection cntena used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
number
52-2166327
i;;i
~ Yes
ONo
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States
IParfH IGrants
and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(b) EIN
(g) Descrlpllon of
non-cash assistance
J~-----------------J~------------------
J~-----------------J~-----------------J~-----------------J~-----------------J~-----------------2
Enter total number of section 501 (c)(3) and government organizations hsted in the hne 1 table
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3901
07/12/13
2_Q_Q
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
13-2912529
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support Standpoint
Magazine
52-2237872
501(c)(3)
$2,500 00
NIA
Cash
NIA
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$15,000 00
NIA
Cash
NIA
Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$45,000 00
Cash
NIA
71-0929026
501(c)(3)
$25,000 00
NIA
Cash
NIA
13-1610451
501(c)(3)
$10,000 00
NIA
Cash
NIA
NIA
94-2763845
501(c)(3)
$10,000 00
NIA
Cash
NIA
54-1899539
501(c)(3)
$10,000 00
NIA
Cash
NIA
Donors
Trust,
Sch I, Grants
Inc
52-2166327
to Organizations
2
and lndv1duals
in the U.S
of
(bl
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
(f)
(e)
of
Cash Grant
Amount
Non-Cash
Assistance
Applicable
of
Method
Valuation
(book,
appraisal,
(h)
(g)
of
Description
FMV,
Purpose
of
of
Non-Cash
Grant or
Assistance
Assistance
other)
52-2363626
501(c)(3)
$10,000 00
NIA
Cash
NIA
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
38-2926822
501(c)(3)
$5,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$1,117 76
NIA
Cash
NIA
59-1588825
501(c)(3)
$20,000 00
NIA
Cash
NIA
ProJectVentas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$20,000 00
NIA
Cash
NIA
54-1429009
501(c)(3)
$50,000 00
NIA
Cash
NIA
for NewsBusters
ProJectLiberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$25,000 00
NIA
Cash
NIA
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$5,000 00
NIA
Cash
NIA
Schedule
I (Form
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
(hf
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(gJ
Amount of
Cash Grant
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
38-2926822
501(c)(3)
$500 00
NIA
Cash
NIA
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$180,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$5,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$5,000 00
NIA
Cash
NIA
Hentage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
NIA
Cash
NIA
94-2526433
501(c)(3)
$1,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
94-2763645
501(c)(3)
$2,000 00
NIA
Cash
NIA
13-3129249
501(c)(3)
$5,000 00
NIA
Cash
NIA
for 11eneraloperations
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 65004
66-0597661
501(c)(3)
$1,000 00
NIA
Cash
NIA
75-1604932
501(c)(3)
$5,000 00
NIA
Cash
NIA
27-3542161
501(c)(3)
$75,000 00
NIA
Cash
NIA
for PoFR
Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007
20-2367967
501(c)(3)
$125,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$300,000 00
NIA
Cash
NIA
for 11eneraloperations
20-3676666
501(c)(3)
$150,000 00
NIA
Cash
NIA
in the U.S.
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
$25,000 00
NIA
Cash
NIA
501(c)(3)
$50,000 00
NIA
Cash
NIA
86-0597661
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1744337
501(C)(3)
$200,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
91-2053400
501(c)(3)
52-1750246
Goldwater Institute
500 East Coronado Road
Phoenix, "2. 85004
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
20-2669700
501(C){3)
$50,000 00
NIA
Cash
NIA
20-2669700
501(C)(3)
$15,000 00
NIA
Cash
NIA
20-3237801
501(C)(3)
$51,150 00
NIA
Cash
NIA
20-3237801
501(c)(3)
$25,000 00
NIA
Cash
NIA
(b)
EIN
93-1321063
(c)
IRC
Section 1f
Applicable
501(c)(3)
(d)
Amount of
Cash Grant
$250,000 00
(e)
(g)
(h)
Purpose of
Grant or
Assistance
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
NIA
Cash
NIA
Frankhn Center
1229 King Street
3rd Floor
Atexandna, VA 22314
26-4066298
501(c)(3)
$250,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$2,000 00
NIA
Cash
NIA
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-3136961
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$5,000 00
NIA
Cash
NIA
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$200,000 00
NIA
Cash
NIA
20-3237801
501(c)(3)
$20,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$7,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
{g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
94-2763845
501(c)(3)
$10,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$6,000 00
NIA
Cash
NIA
Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$100,000 00
NIA
Cash
NIA
35-1889294
501(c)(3)
$15,000 00
NIA
Cash
NIA
52-1351785
501(c)(3)
$540,000 00
NIA
Cash
NIA
13-3554791
501(c)(3)
$10,000 00
NIA
Cash
NIA
51-0183347
501(c)(3)
$2,500 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$2,500 00
NIA
Cash
NIA
Donors
Trust,
Sch I, Grants
Inc
52-2166327
to Organizations
and lndv1duals
8
1n the
U S.
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
of
Method
Valuation
(book,
appraisal,
Description
of
FMV,
(h)
Purpose
of
of
Non-Cash
Grant or
Assistance
Assistance
other)
20-4119317
501(c)(3)
$10,000 00
NIA
Cash
NIA
52-1226614
501(c)(3)
$25,000 00
NIA
Cash
NIA
for Pro1ect21
58-1247027
501(c)(3)
$20,000 00
NIA
Cash
NIA
74-2524057
501(c)(3)
$15,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$50,000 00
NIA
Cash
NIA
13-2911127
501(c)(3)
$10,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
Doe Fund
232 East 84th Street
New York, NY 10028-2902
13-3412540
501(c)(3)
$10,000 00
NIA
Cash
NIA
Schedule
I (Form
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$100 00
NIA
Cash
NIA
501(c)(3)
$100 00
NIA
Cash
NIA
38-2926822
501(c)(3)
$2,500 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$100 00
NIA
Cash
NIA
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$35,000 00
NIA
Cash
NIA
Metanexus Institute
252 7th Avenue
Apartment8X
New Yorlc, NY 10001
23-2977021
501(c)(3)
$3,800 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$1,117 76
NIA
Cash
NIA
Jihad Watch
373 South Willow Street
Suite 109
Manchester, NH 03103
20-0699967
501(c)(3)
$10,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
52-1744337
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
10
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$5,000 00
NIA
Cash
NIA
501(c)(3)
$1,000 00
NIA
Cash
NIA
45-4681912
501(c)(3)
$500,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$100,000 00
NIA
Cash
N/A
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1858532
501(c)(3)
52-1263436
(d)
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
94-2763845
501(c)(3)
$150 00
NIA
Cash
NIA
Jud1c1alWatch
425 Third Street. SW
Suite 800
Washington, DC 20024
52-1885088
501(c)(3)
$25,000 00
NIA
Cash
NIA
52-1263436
501(c)(3)
$5,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$5,000 00
NIA
Cash
NIA
11
in the U.S.
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f}
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$300,000 00
NIA
Cash
NIA
501(c)(3)
$350,000 00
NIA
Cash
NIA
20-0240184
501(c)(3)
$75,000 00
NIA
Cash
NIA
Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$25,000 00
NIA
Cash
NIA
52-1214011
501(c)(3)
$250,000 00
NIA
Cash
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$10,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$25,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1462893
501(c)(3)
Federalist Sooety
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
(d)
Amount of
Cash Grant
12
(b)
EIN
(c)
IRC
Section 1f
Applicable
23-7002632
501(c)(3)
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
(d)
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$1,000 00
NIA
Cash
N/A
501(c)(3)
$20,000 00
NIA
Cash
N/A
04-3467254
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$10,000 00
NIA
Cash
NIA
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$20,000 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Ar11ngton,VA 22201
51-0235174
501(c)(3)
$50,000 00
NIA
Cash
NIA
23-7749796
501(c)(3)
$10,000 00
NIA
Cash
NIA
11-2741490
501(c)(3)
$10,000 00
NIA
Cash
N/A
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
Donors
Trust, Inc
13
52-2166327
and lndv1duals
in the U S
(a)
Name and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
(e)
of
Cash Grant
Amount of
Non-Cash
Assistance
Applicable
(f)
Method of
Valuation (book, FMV,
appraisal,
(h)
(g)
Description
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
52-1750188
501(c)(3)
$2,000 00
NIA
Cash
NIA
23-7303117
501(c)(3)
$8,000 00
NIA
Cash
NIA
52-1750188
501(c)(3)
$5,000 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(c)(3)
$2,000 00
NIA
Cash
NIA
20-4036946
501(c)(3)
$2,000 00
NIA
Cash
NIA
51-0183347
501(c)(3)
$2,000 00
NIA
Cash
N/A
54-1436224
501(c)(3)
$1,000 00
NIA
Cash
NIA
Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
NIA
Cash
NIA
Schedule
2013
14
52-2166327
and lndv1duals
in the U S
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
if
(f)
(e)
of
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
Method
Valuation
(book, FMV,
appraisal,
(h)
(g)
of
Description
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
Compet1t1veEnterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20038-3804
52-1351785
501(c)(3)
$1,000 00
NIA
Cash
NIA
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
38-2926822
501(c)(3)
$1,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$1,000 00
NIA
Cash
NIA
48-0891418
501(c)(3)
$1,000 00
NIA
Cash
NIA
51-0183347
501(c)(3)
$1,000 00
NIA
Cash
NIA
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$1,000 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$1,000 00
NIA
Cash
NIA
Schedule
2013
15
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
(b)
EIN
13-2943020
(c)
IRC
Section 1f
Applicable
501(c)(3)
(d)
Amount of
Cash Grant
$1,000 00
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
NIA
Cash
NIA
74-2524057
501(c)(3)
$11,000 00
NIA
Cash
NIA
27-1110796
501(c)(3)
$100,000 00
NIA
Cash
NIA
Furman University
Department of Political Science
3300 Poinsett Highway
Greenville, SC 29613-1000
57-0314395
501(c)(3)
$8,000 00
NIA
Cash
NIA
Spark Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c)(3)
$500 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1750188
501(c)(3)
$2,000 00
NIA
Cash
NIA
20-3676886
501(c)(3)
$1,000 00
NIA
Cash
NIA
16
(d)
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
$1,000 00
NIA
Cash
NIA
501(c)(3)
$85.500 00
NIA
Cash
NIA
23-7327730
501(c)(3)
$250 00
NIA
Cash
NIA
51-0183347
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$1,000 00
NIA
Cash
NIA
74-2524057
501(c)(3)
$6,000 00
NIA
Cash
NIA
58-1247027
501(c)(3)
$5,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$1,11776
NIA
Cash
NIA
(a)
Name and Address of
Organ1zat1onor
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
94-3435899
501(c)(3)
52-1226614
Hentage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
Amount of
Cash Grant
Purpose of
Grant or
Assistance
Donors
Sch
17
I, Grants
to Organizations
and lndv1duals
m the
U S.
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(e)
of
Cash Grant
Amount
Non-Cash
Assistance
Applicable
Method
Valuation
Description
of
(book,
appraisal,
(h)
(g)
(f)
of
FMV,
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
501(c)(3)
20-2669700
$5,000 00
NIA
Cash
NIA
20-3237801
501(c)(3)
$15,000 00
NIA
Cash
NIA
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$12,500 00
NIA
Cash
NIA
ProJectVentas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1226614
501(c)(3)
$5,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
54-1670627
501(c)(3)
$5,000 00
NIA
Cash
N/A
'
Schedule
18
(d)
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$5,000 00
NIA
Cash
NIA
501(c)(3)
$5,000 00
NIA
Cash
NIA
13-1624124
501(c)(3)
$10,000 00
NIA
Cash
NIA
26-4029303
501(c)(3)
$55,000 00
NIA
Cash
NIA
52-1226614
501(c)(3)
$100,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
20-2387967
501(c)(3)
$45,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
42-1542666
501(c)(3)
45-3755930
Amount of
Cash Grant
19
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
27-3542181
501(c)(3)
$5.000 00
NIA
Cash
NIA
26-4239065
501(c)(3)
$60,000 00
NIA
Cash
NIA
for 1:ieneraloperations
20-2387967
501(c)(3)
$15,000 00
NIA
Cash
NIA
for 11eneraloperations
20-2466871
501(c)(3)
$45,000 00
NIA
Cash
NIA
Greenhouse Solubons
PO Box 84
Aledo, TX 76008
26-1543859
501(c)(3)
$25,000 00
NIA
Cash
NIA
43-2095418
501(c)(3)
$8,000 00
NIA
Cash
NIA
Freedom Foundabon
PO Box 552
Olvmp1a, WA 98507
94-3136961
501(c)(3)
$4,000 00
NIA
Cash
NIA
Independence Institute
727 East 16th Avenue
Denver, CO 80203
84-0990300
501(c)(3)
$1,500 00
NIA
Cash
NIA
20
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h}
Purpose of
Grant or
Assistance
99-0354937
501(c)(3)
$4,947 56
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$1,500 00
NIA
Cash
NIA
54-1429009
501(c)(3)
$1,500 00
NIA
Cash
NIA
Cato lns~tute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
N/A
Cash
N/A
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$55,000 00
NIA
Cash
N/A
20-2466871
501(c)(3)
$10,000 00
NIA
Cash
NIA
Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$75,000 00
NIA
Cash
NIA
21
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
54-1436224
501(c)(3)
(d)
Amount of
Cash Grant
$10,000 DD
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
NIA
Cash
NIA
Purpose of
Grant or
Assistance
27-3542181
501(c)(3)
$12,500 OD
NIA
Cash
NIA
20-2669700
501(c)(3)
$10,000 DO
NIA
Cash
NIA
20-3237801
501(c)(3)
$15,000 DD
NIA
Cash
NIA
52-1856532
501(c)(3)
$25,000 OD
NIA
Cash
NIA
13-2912529
501(c)(3)
$10,000 OD
NIA
Cash
NIA
13-2890779
501(c)(3)
$10,000 DO
NIA
Cash
NIA
26-2521115
501(c)(3)
$35,000 DD
NIA
Cash
NIA
22
(d)
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$100,000 00
NIA
Cash
NIA
501(c)(3)
$15,000 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$50,000 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$150,000 00
NIA
Cash
NIA
52-1455677
501(c)(3)
$150,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$2,500 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$2,500 00
NIA
Cash
NIA
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
52-0945376
20-3237801
501(c)(3)
Amount of
Cash Grant
$25,000 00
NIA
Cash
Purpose of
Grant or
Assistance
23
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Numbers USA
1601 North Kent Street
Suite 1100
Arlington. VA 22209
47-0865426
501(c)(3)
$250,000 00
NIA
Cash
NIA
Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$25,000 00
NIA
Cash
NIA
86-6050388
501(c){3)
$8,000 00
NIA
Cash
NIA
55-6017181
501(c)(3)
$46,200 00
NIA
Cash
NIA
43-1885939
501(c)(3)
$50,000 00
NIA
Cash
NIA
59-6152180
501(c)(3)
$207,140 00
NIA
Cash
NIA
35-0868188
501(c)(3)
$20,000 00
NIA
Cash
NIA
M1ss1ss1pp1
State University Foundation
Box 9580
312F McCool Hall
M1ss1ss1pp1
State, MS 29762
64-0410581
501(c)(3)
$12,000 00
NIA
Cash
NIA
24
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(e)
Amount of
Non-Cash
Assistance
(d)
Amount of
Cash Grant
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
63-6067755
501(c)(3)
$20,000 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$250 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$100 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$1,000 00
NIA
Cash
NIA
75-1721671
501(c)(3)
$25,000 00
NIA
Cash
NIA
23-2237932
501(c)(3)
$2,500 00
NIA
Cash
NIA
23-2237932
501(c)(3)
$2,500 00
NIA
Cash
NIA
23-2237932
501(c)(3)
$2,500 00
NIA
Cash
NIA
25
(a)
Name and Address of
Organizatron or
Government
(b)
EIN
(c)
IRC
Section rf
Applicable
23-2237932
501(c)(3)
23-2237932
501(c)(3)
GMU Foundabon
4400 University Dnve
Fairfax, VA 22030
54-1603842
501(c)(3)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assrstance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$2,500 00
NIA
Cash
NIA
$5,000 00
NIA
Cash
NIA
NIA
(d)
Amount of
Cash Grant
$405,000 00
NIA
Cash
13-6223604
501(c)(3)
$2,500 00
NIA
Cash
NIA
Cause of Action
2100 M Street, NW
Suite #170-247
Washington, DC 20037-1233
45-2805977
501(c)(3)
$200,000 00
N/A
Cash
NIA
45-2481867
501(c)(3)
$200,000 00
NIA
Cash
NIA
74-2355411
501(c)(3)
$10,000 00
NIA
Cash
NIA
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$25,000 00
NIA
Cash
NIA
26
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
$100,000 00
NIA
Cash
NIA
501(c)(3)
$25,000 00
NIA
Cash
NIA
20-3237801
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$2.500 00
NIA
Cash
NIA
20-2466871
501(c)(3)
$125,000 00
NIA
Cash
NIA
23-2473845
501(c)(3)
$210.000 00
NIA
Cash
NIA
54-1429009
501(c)(3)
$8,000 00
NIA
Cash
NIA
NIA
in response to David
R1denou(s challenge grant
appeal
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 9023()..6316
95-3298239
501(c)(3)
52-1750188
52-1226614
501(c)(3)
(d)
Amount of
Cash Grant
$750 00
NIA
Cash
27
(a)
(b)
(c)
(d)
EIN
fRC
Amount of
Cash Grant
Section 1f
Applicable
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
(g)
(h)
Purpose of
Grant or
Assistance
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$200,000 00
NIA
Cash
NIA
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$5,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1744337
501(c){3)
$25,000 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$55,000 00
NIA
Cash
NIA
91-2053400
501(c)(3)
$8,000 00
NIA
Cash
NIA
'
36-2167770
501(c)(3)
$8,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$6,000 00
NIA
Cash
NIA
Donors
Sch
Trust. Inc
I, Grants
28
52-2166327
to Organizations
and lndv1duals
m the U S
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(e)
of
Amount
(f)
of
Non-Cash
Cash Grant
Assistance
Applicable
Method
Valuation
(book, FMV,
appraisal,
(h)
(g)
of
Description
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
94-1623852
501(c)(3)
$7,000 00
NIA
Cash
NIA
Fractured Atlas
248 West 35th Street
10th Floor
New York, NY 10001
11-3451703
501(c)(3)
$10,000 00
NIA
Cash
NIA
for Pro1ectBreaker
83-0434307
501(c)(3)
$2,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$1,000 00
NIA
Cash
NIA
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$500 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$500 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$500 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$200 00
NIA
Cash
NIA
Schedule
2013
29
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$15,000 00
NIA
Cash
NIA
for investigation
501(c)(3)
$150,000 00
NIA
Cash
NIA
30-0741605
501(c)(3)
$25,000 00
NIA
Cash
NIA
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501{c)(3)
$250,000 00
NIA
Cash
NIA
52-1744337
501(c){3)
$2,000 00
NIA
Cash
NIA
13-6223604
501(c){3)
$500 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$117 76
NIA
Cash
NIA
86-6050388
501(c)(3)
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
46-0551578
501(c)(3)
52-1600481
(d)
Amount of
Cash Grant
$76,000 OD
30
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
(d)
(e)
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Cornell University
Department of History
McGraw Hall
Ithaca, NY 14853-4601
15-0532082
501(c)(3)
$25,000 00
NIA
Cash
NIA
Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$70,000 00
NIA
Cash
NIA
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washinaton, DC 20036-3804
52-1351785
501(c)(3)
$1,500 00
NIA
Cash
NIA
Federalist Society
1015 18th Street. NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$300,000 00
NIA
Cash
NIA
20-2466871
501(c)(3)
$50.000 00
NIA
Cash
NIA
Legacy Foundation
600 4th Street
Suite 360
Sioux C11Y,IA 51106
26-3853831
501(c)(3)
$50,000 00
NIA
Cash
NIA
Leadership Institute
1101 North Highland Street
Artington, VA 22201
51-0235174
501(c)(3)
$1,000 00
NIA
Cash
NIA
46-0551578
501(c)(3)
$5.000 00
NIA
Cash
NIA
31
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Greenhouse Solutions
PO Box 84
Aledo, TX 76008
26-1543859
501(c)(3)
$25,000 00
NIA
Cash
NIA
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$2,700 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$6,000 00
NIA
Cash
NIA
74-2933148
501(c)(3)
$10,000 00
NIA
Cash
NIA
PO Box 30426
Albuquerque, NM 87190
27-5378518
501(c)(3)
$7,000 00
NIA
Cash
NIA
75-6043842
501(c)(3)
$100,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$25,000 00
NIA
Cash
NIA
Commentary, Inc
561 7th Avenue
16th Floor
New York, NY 10018-1816
13-3610041
501(c)(3)
$50,000 00
NIA
Cash
NIA
Art of Revolution
32
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20038-3804
52-1351785
501(c)(3)
$190,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW
Suite 425
Wash1naton, DC 20038-5221
38-3235550
501(c)(3)
$300,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$10,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
Goldwater Institute
500 East Coronado Road
Phoenix, AZ. 85004
86-0597661
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$4,000 00
NIA
Cash
NIA
28-2828115
501(c)(3)
$75,000 00
NIA
Cash
NIA
33
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
45-2461667
501(c)(3)
$600,000 00
NIA
Cash
NIA
Cause of Action
2100 M Street, NW
Suite #170-247
Washington, DC 20037-1233
45-2605977
501(c)(3)
$600,000 00
NIA
Cash
NIA
20-2466671
501(c)(3)
$60,000 00
NIA
Cash
NIA
273542161
501(c)(3)
$10,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$7,000 00
NIA
Cash
NIA
Acton Institute
96 East Fulton Street
Grand Rapids, Ml 49503
36-2926622
501(c)(3)
$7,000 00
NIA
Cash
NIA
Independence Institute
727 East 16th Avenue
Denver, CO 60203
84-0990300
501(c)(3)
$100,000 00
NIA
Cash
NIA
26-4029303
501(c)(3)
$45,000 00
NIA
Cash
NIA
34
(a)
Name and Address of
Orgamzat1on or
Government
(b)
(c)
IRC
Section 1f
Applicable
EIN
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$30,000 00
NIA
Cash
NIA
52-1162185
501(c){3)
$10,000 00
NIA
Cash
NIA
22-2406433
501(c){3)
$40,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$1,000 00
NIA
Cash
NIA
72-0921017
501(c){3)
$50,000 00
NIA
Cash
NIA
Hudson Institute
1015 15th Street, NW
Suite 600
Washington, DC 20005
13-1945157
501(c)(3)
$20,000 00
NIA
Cash
NIA
52-1750188
501(c){3)
$2,000 00
NIA
Cash
NIA
NumbersUSA
1601 North Kent Street
Suite 1100
Arlington, VA 22209
47-0865426
501(c){3)
$495,000 00
NIA
Cash
NIA
'
35
(c)
IRC
Section 1f
Applicable
52-1902264
501(c)(3)
20-2669700
501(c)(3)
(a)
Name and Address of
Organization or
Government
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$100,000 00
NIA
Cash
NIA
$10,000 00
NIA
Cash
NIA
(d)
Amount of
Cash Grant
53-0218495
501(c)(3)
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$10,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$5,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$10,000 00
NIA
Cash
NIA
Tax Foundahon
529 14th Street, NW
Suite 420
Washington, DC 20045
52-1703065
501(c)(3)
$1,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$117 76
NIA
Cash
NIA
36
(a)
(b)
EIN
20-2669700
(c)
IRC
Section 1f
Applicable
501(c)(3)
(d)
Amount of
Cash Grant
$15,000 00
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
NIA
Cash
NIA
to support a Fellowship to
Bruce Bawer
(h)
Purpose of
Grant or
Assistance
20-2669700
501(c)(3)
$50,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1351785
501(c)(3)
$2,000 00
NIA
Cash
NIA
NumbersUSA
1601 North Kent Street
Suite 1100
Arlinaton, VA 22209
47-0865426
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1363952
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1902264
501(c)(3)
$375,000 00
NIA
Cash
NIA
NIA
UCLA Foundation
UCLA School of Law
405 H1lgardAvenue
Los Angeles, CA 90095-1476
95-2250801
501(c)(3)
$50,000 00
NIA
Cash
37
in the U.S.
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$20,000 00
NIA
Cash
NIA
501(c)(3)
$300,000 00
NIA
Cash
NIA
94-3136961
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$10,000 00
NIA
Cash
NIA
ProJeci Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$5,000 00
NIA
Cash
NIA
Jud1c1alEducahon ProJect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$150,000 00
NIA
Cash
NIA
Catholic Assoc1at1onFoundation
3007 P Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$100,000 00
NIA
Cash
NIA
Santa Fe Institute
1399 Hyde Park
Santa Fe, NM 87501
85-0325494
501(c)(3)
$6,300 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1351785
501(c)(3)
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
Freedom Foundation
PO Box 552
Olympia, WA 98507
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
38
(a)
(b)
EIN
(d)
Amount of
Cash Grant
(c)
IRC
Section 1f
Applicable
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
52-1750246
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$5,000 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$10,000 00
NIA
Cash
NIA
GMU Foundation
Department of Economics. Enterpnse Hall
George Mason University
Fairfax, VA 22030
54-1603842
501(c)(3)
$4,000 00
NIA
Cash
NIA
58-1493949
501(c)(3)
$6,500 00
NIA
Cash
NIA
58-1493949
501(c)(3)
$2,50000
NIA
Cash
NIA
58-1493949
501(c)(3)
$1,000 00
NIA
Cash
NIA
501(c)(3)
$750,000 00
NIA
Cash
NIA
Cause of Action
2100 M Street, NW
Suite #170-24 7
Washington, DC 20037-1233
'
45-2805977
39
(a)
Name and Address of
Organization or
Government
(b)
(c)
IRC
Section 1f
Applicable
EIN
(d)
(e)
Amount of
Non-Cash
Assistance
Amount of
Cash Grant
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
45-2481867
501(c)(3)
$250,000 00
NIA
Cash
NIA
45-3755930
501(c)(3)
$15,000 00
NIA
Cash
NIA
30-0144364
501(c)(3)
$23,000 00
NIA
Cash
NIA
04-3407816
501(c)(3)
$100,000 00
NIA
Cash
NIA
59-1588825
501(c)(3)
$3,500 00
NIA
Cash
NIA
26-0005176
501(C)(3)
$25,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$117 76
NIA
Cash
NIA
Federalist Sooety
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c){3)
$50,000 00
NIA
Cash
NIA
'
40
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$25,000 00
NIA
Cash
NIA
501(c)(3)
$10,000 00
NIA
Cash
NIA
23-7327730
501(c)(3)
$15,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$25,000 00
NIA
Cash
NIA
Legacy Foundation
400 Locust Street
Suite 330
Des Moines, IA 50310
26-3853831
501(c)(3)
$50,000 00
NIA
Cash
NIA
Ph1ll1psCollecllon
1600 21st Street, NW
Washington, DC 20009
53-0204620
501(c)(3)
$25,000 00
NIA
Cash
N/A
Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$75,000 00
NIA
Cash
NIA
30-0144364
501(c)(3)
$13,500 00
N/A
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
(d)
Amount of
Cash Grant
41
(d)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$2,500 00
NIA
Cash
NIA
501(c)(3)
$250,000 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$150 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$150 00
NIA
Cash
NIA
20-2669700
501(c)(3)
$10,000 00
NIA
Cash
NIA
Langley School
1411 Balls HollRoad
Mclean, VA 22101
54-0673568
501(c)(3)
$30,000 00
NIA
Cash
NIA
20-3237801
501(c)(3)
$50,000 00
NIA
Cash
NIA
26-1501154
501(c)(3)
$176,250 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
42-1542666
501(c)(3)
Discovery Institute
208 Columbia Street
Seattle. WA 98104
91-1521697
(a)
Name and Address of
Organization or
Government
Amencan MaJonty
PO Box 87
Purcellville, VA 20134
Amount of
Cash Grant
42
52-2166327
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
54-2024931
501(c)(3)
$150,000 00
NIA
Cash
NIA
Acton lnslltute
98 East Fulton Street
Grand Rapids, MI 4 9503
38-2926822
501(c)(3)
$25,000 00
NIA
Cash
NIA
22-1500498
501(c)(3)
$100,000 00
NIA
Cash
NIA
9&-1642394
501(c)(3)
$2,500 00
NIA
Cash
NIA
Smithsonian lnst1tu1ton
Mali Stop 63, Smithsonian Astrophysical
Observatory
60 Garden Street
Cambndge, MA 02138-1516
53-0206027
501(c)(3)
$70,000 00
NIA
Cash
NIA
01-0566033
501(c)(3)
$75,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$2,500 00
NIA
Cash
NIA
59-1588625
501(c)(3)
$40,000 00
NIA
Cash
NIA
43
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$40,000 00
NIA
Cash
NIA
501(c)(3)
$40,000 00
NIA
Cash
NIA
501(c)(3)
$1,000 00
NIA
Cash
NIA
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
51-0203602
501(c)(3)
52-1400492
PERC
2046 Analysis Dnve
Suite A
Bozeman, MT 59718
61-0393444
93-1045925
501(c)(3)
(d)
Amount of
Cash Grant
$7,500 00
NIA
Cash
52-1263436
501(c)(3)
$1,000 00
NIA
Cash
NIA
Federahst Society
1015 16th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$300,000 00
NIA
Cash
NIA
Compet1t1veEnterpnse Institute
1699 L Street, NW
Floor 12
Washington, DC 20036-3604
52-1351765
501(c)(3)
$20,000 00
NIA
Cash
NIA
27-3542161
501(c)(3)
$15,000 00
NIA
Cash
NIA
44
(d)
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
$93,000 00
NIA
Cash
NIA
501(c)(3)
$10,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$5,500 00
NIA
Cash
NIA
m support of LI Schoolland's
work
23-7002632
501(c)(3)
$10,000 00
NIA
Cash
NIA
39-1688129
501(c)(3)
$15,000 00
NIA
Cash
NIA
PetConnect Rescue
PO Box60714
Potomac, MD 20859
55-0857806
501(c)(3)
$12,000 00
NIA
Cash
NIA
45-1602963
501(c)(3)
$200,000 00
NIA
Cash
NIA
45-4355641
501(c)(3)
$250,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1363952
501(c)(3)
20-2669700
(a)
Name and Address of
Organization or
Government
Amount of
Cash Grant
II, Grants
45
52-2166327
to Organizations
(a)
of
and lndv1duals
in the
and Governments
U S.
In the
U.S.
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
1f
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
Government
(f)
(e)
of
Method
Valuation
(h)
(g)
of
(book, FMV,
appraisal,
Descnpt1on
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$1,000 00
N/A
Cash
NIA
94-3435899
501(c)(3)
$55,000 00
N/A
Cash
NIA
52-1975211
501(C)(3)
$20,000 00
NIA
Cash
N/A
Man1uanaPohcy ProJectFoundation
PO Box 77492
Washington, DC 20013
52-1975211
501(c)(3)
$6,000 00
NIA
Cash
NIA
26-4029303
501(c)(3)
$51,000 00
NIA
Cash
NIA
99-0354937
501(c)(3)
$25,017 76
N/A
Cash
N/A
Reason Foundabon
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$25,000 00
N/A
Cash
NIA
94-3435899
501(c)(3)
$25,000 00
N/A
Cash
N/A
Schedule
46
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
20-3237801
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1600481
501(c)(3)
$40,000 00
N/A
Cash
NIA
41-2057028
501(c)(3)
$8,000 00
NIA
Cash
NIA
NIA
NIA
NIA
Texas A&M
Office of Sponsored Research Services
400 Harvey Mitchell Parkway South, Suite 300
College Stabon, TX 77845
Northwestern University
2001 Shendan Road
Evanston, IL 60208
GMU Foundabon
Enterprise Hall, 3rd Floor, MSN 3G4
Fairfax, VA 22030-4444
74-2245072
36-2167817
54-1603842
501(c)(3)
501(c)(3)
501(c)(3)
$100,000 00
$100,000 00
$92,500 00
NIA
NIA
NIA
Cash
Cash
Cash
13-5598093
501(c)(3)
$100,000 00
NIA
Cash
NIA
54-1429009
501(c)(3)
$500 00
NIA
Cash
NIA
47
(a)
Name and Address of
Organization or
Government
in the U.S.
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$1.000 00
NIA
Cash
NIA
501(c)(3)
$500 00
NIA
Cash
NIA
501(c)(3)
$500 00
NIA
Cash
NIA
(bl
EIN
(c)
IRC
Section 1f
Applicable
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
Cato lnsblute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
(d)
Amount of
Cash Grant
13-6223604
501(c)(3)
$20,570 00
NIA
Cash
NIA
Hentage FoundatJon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$12.500 00
NIA
Cash
NIA
83-0434307
501(C)(3)
$5,000 00
NIA
Cash
NIA
52-2237872
501(c)(3)
$7,000 00
NIA
Cash
NIA
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$45,000 00
NIA
Cash
NIA
48
(b)
EIN
(c)
IRC
Section 1f
Applicable
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
52-1744337
501(c)(3)
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
$500,000 00
NIA
Cash
NIA
$25,000 00
NIA
Cash
NIA
(d)
Amount of
Cash Grant
04-2103580
501(c)(3)
$93,933 00
NIA
Cash
NIA
ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$124,000 00
NIA
Cash
NIA
Metanexus Institute
252 7th Avenue
Apartment BX
New York, NY 10001
23-2977021
501(c)(3)
$7,000 00
NIA
Cash
NIA
Metanexus Institute
252 7th Avenue
Apartment BX
New York, NY 10001
23-2977021
501(c)(3)
$13,000 00
NIA
Cash
NIA
27-1022579
501(c)(3)
$20,000 00
NIA
Cash
NIA
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
$8,000 00
NIA
Cash
NIA
Donors
Trust,
Sch I, Grants
Inc
49
52-2166327
to Organizations
and lndviduals
m the U S
(a)
Name and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
(f)
(e)
of
Amount
Cash Grant
of
Non-Cash
Applicable
Assistance
Method
Valuation
(book,
appraisal,
(h)
(g)
of
Description
FMV,
Purpose
of
of
Non-Cash
Grant or
Assistance
Assistance
other)
52-1750188
501(c)(3)
$2,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$250 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$1,000 00
NIA
Cash
NIA
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
55-0857806
501(c)(3)
$12,000 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$10,000 00
NIA
Cash
N/A
11-2013303
501(c)(3)
$15,000 00
NIA
Cash
NIA
CompetobveEnterpnse lnsbtute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$100,000 00
NIA
Cash
NIA
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$50,000 00
NIA
Cash
NIA
Schedule
I (Form
990 or 990-EZ)
2013
50
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Cause of Action
1919 Pennsylvania Avenue NW
Suite 650
Washington, DC 20006
45-2805977
501(c)(3)
$50,000 00
NIA
Cash
NIA
52-1858532
501(c)(3)
$100,000 00
NIA
Cash
NIA
20-2466871
501(c)(3)
$15.000 00
NIA
Cash
NIA
54-0506455
501(c)(3)
$1,000 00
NIA
Cash
NIA
Leadership lnsbtute
1101 North Highland Street
Ar1ington, VA 22201
51-0235174
501(c)(3)
$1,500 00
NIA
Cash
NIA
23-6050131
501(c)(3)
$3,000 00
NIA
Cash
NIA
Proiect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$50,055 00
NIA
Cash
NIA
54-1670627
501(c)(3)
$25,000 00
NIA
Cash
NIA
51
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Goldwater Institute
500 East Coronado Road
Phoenix, AZ. 85004
86--0597661
501(c)(3)
$25,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$60,000 00
NIA
Cash
NIA
Federahst Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$250,000 00
NIA
Cash
NIA
75-1804932
501(c)(3)
$2,500 00
NIA
Cash
NIA
13-3108424
501(c)(3)
$5,000 00
NIA
Cash
NIA
Rancho c,elo
PO Box 6948
Sahnas, CA 93912
77-0555859
501(c)(3)
$100,000 00
NIA
Cash
NIA
to further orograms
94-2434641
501(c)(3)
$20,000 00
NIA
Cash
NIA
to further programs
38-1366944
501(c)(3)
$10,000 00
NIA
Cash
NIA
52
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$1,000 00
NIA
Cash
NIA
501(c)(3)
$750,000 00
NIA
Cash
NIA
95-3580834
501(c)(3)
$375,000 00
NIA
Cash
NIA
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$250 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$250 00
NIA
Cash
NIA
94-2763845
501(C)(3)
$2,500 00
NIA
Cash
NIA
23-2473845
501(C)(3)
$200,000 00
NIA
Cash
NIA
Jud1c1alEducation ProJect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$25,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
20-3237801
501(c)(3)
Cause of Action
1919 Pennsylvania Avenue NW
Su1te650
Washington, DC 20006
45-2805977
(a)
Name and Address of
Organization or
Government
'
(d)
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
53
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
(f)
Amount of
Non-Cash
Assistance
Method of
Valuation {book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
13-3108424
501(c)(3)
$5,000 00
NIA
Cash
NIA
Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$2,000 00
NIA
Cash
NIA
26-0006579
501(c)(3)
$57,250 00
NIA
Cash
N/A
52-1975211
501(c)(3)
$6,000 00
NIA
Cash
N/A
Catholic Assoc1at1onFoundabon
3007 P Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$45,000 00
NIA
Cash
NIA
52-1902264
501(c)(3)
$200,000 00
NIA
Cash
NIA
PetConnect Rescue
PO Box60714
Potomac, MO 20859
55--0857806
501(c)(3l
$12,000 00
NIA
Cash
NIA
54
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Smithsonian lnsbtubon
Mail Stop 63, Smithsonian Astrophysical
Observatory
60 Garden Street
Cambndae. MA 02138-1516
53-0206027
501(c)(3)
$49,864 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$750,000 00
NIA
Cash
NIA
13-3408731
501(c)(3)
$75,000 00
NIA
Cash
NIA
27-2860095
501(c)(3l
$100,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1351785
501(c)(3)
$190,000 00
NIA
Cash
NIA
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$20,000 00
NIA
Cash
NIA
for 11eneralooeraUons
Reason Foundabon
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$30,000 00
N/A
Cash
N/A
55
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(g)
(h)
Purpose of
Grant or
Assistance
Discovery Institute
208 Columbia Street
Seattle. WA 98104
91-1521697
501(c)(3)
$250,000 00
NIA
Cash
NIA
Freedom Foundation
PO Box 552
Olympia. WA 98507
94-3136961
501(c)(3)
$1,500 00
NIA
Cash
NIA
for 11eneraloperations
NIA
52-1628303
501(c)(3)
$10,000 00
NIA
Cash
13-2912529
501(c)(3)
$12,000 00
NIA
Cash
NIA
in support of Standpoint
Magazine, a project of the
Social Affairs Unit, for a cover
storv bv Douglas Murrav
20-2669700
501(c)(3)
$15,000 00
NIA
Cash
NIA
20-2669700
501(c)(3)
$5,000 00
NIA
Cash
NIA
Acton Institute
98 East Fulton Street
Grand Rapids. Ml 49503
38-2926822
501(c)(3)
$5,000 00
NIA
Cash
NIA
Acton Institute
98 East Fulton Street
Grand Rao1ds, Ml 49503
38-2926822
501(c){3)
$75,000 00
NIA
Cash
NIA
56
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Cato lnsbtule
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$4,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1351785
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-1624124
501(c)(3)
$5,000 00
NIA
Cash
NIA
Kas1ls1ProJect
64 Lmnaean Street
Cambndge, MA 02138
54-2195079
501(c)(3)
$10,000 00
NIA
Cash
NIA
Jud1c1alEducation ProJecl
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$10,000 00
NIA
Cash
NIA
Georgetown University
600 New Jersey Avenue, NW
Washington, DC 20001
53-0196603
501(c)(3)
$50,000 00
NIA
Cash
NIA
57
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$26,500 00
NIA
Cash
NIA
501(c)(3)
$100,000 00
NIA
Cash
NIA
45-2481867
501(c)(3)
$750,000 00
NIA
Cash
NIA
45-4681912
501(c)(3)
$1,000,000 00
NIA
Cash
NIA
25-1514488
501(c)(3)
$10,000 00
NIA
Cash
NIA
llhno1sPolley lnsbtute
190 South LaSalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501(c)(3)
$1.000 00
NIA
Cash
NIA
59-1588825
501(c)(3)
$25,000 00
NIA
Cash
NIA
Jud1c1alEducauon ProJect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$40,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
94-2763845
501(c)(3)
Reason Foundabon
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
58
(a)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
$5,000 00
NIA
Cash
NIA
501(c)(3)
$3,000,000 00
NIA
Cash
NIA
26-1543859
501(c)(3)
$50,000 00
NIA
Cash
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna,VA 22314
26-4066298
501(c)(3)
$106,720 00
NIA
Cash
NIA
94-2528433
501(c)(3)
$5,000 00
NIA
Cash
NIA
23-7303117
501(c)(3)
$15,000 00
NIA
Cash
NIA
ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$6,000 00
NIA
Cash
NIA
22-3683539
501(c)(3)
$10,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
Georgetown University
Tocqueville Forum
3240 Prospect St NW, Third Floor
Washington. DC 20007
53-0196603
501(c)(3)
52-1527294
Greenhouse Solubons
P0Box84
Aledo, TX 76008
(d)
Amount of
Cash Grant
59
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$1,000 00
NIA
Cash
NIA
501(c)(3)
$1,000 00
NIA
Cash
NIA
501(c)(3)
$5,000 00
NIA
Cash
NIA
NIA
to support a n article by A
Herman, detailing poht1caland
geopohbcal aspects of Israel's
natural-gas revolution
(c)
IRC
Section 1f
Applicable
52-2363626
501(c)(3)
Independent lnsbtute
100SwanWay
Oakland, CA 94621-1428
94-3008370
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
Commentary, Inc
561 7th Avenue
16th Floor
New York, NV 10018-1816
13-3610041
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(b)
EIN
501(c)(3)
(d)
Amount of
Cash Grant
$10,000 00
NIA
Cash
to support
Cash
NIA
a reception and
related expenses for the first
night of the forthcoming
Liberty Forum 2013
NIA
Cash
NIA
$200 00
NIA
Cash
NIA
$500 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$10,000 00
Acton Institute
98 East Fulton Street
Grand Rapids, Mt 49503
38-2926822
501(c)(3)
$250 00
52-1858532
501(c)(3)
94-1623852
501(c)(3)
NIA
60
(c)
IRC
Section 1f
Applicable
52-1744337
501(c)(3)
26-2828115
501(c)(3)
(a)
Name and Address of
Organization or
Government
(e)
(h)
Purpose of
Grant or
Assistance
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$500 00
NIA
Cash
NIA
$70,000 00
NIA
Cash
NIA
(d)
Amount of
Cash Grant
22-3392808
501(c)(3)
$100,000 00
NIA
Cash
NIA
52-1902264
501(c)(3)
$100,000 00
NIA
Cash
NIA
Hentage Foundahon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
74-2543375
501(c)(3)
$56,809 96
NIA
Cash
NIA
Spark Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c)(3)
$10,000 00
NIA
Cash
NIA
Sutherland Institute
Gateway Tower West Building
15 West South Temple, Suite 200
Salt Lake C1tv, UT 84101
87-0531727
501(c)(3)
$200,000 00
NIA
Cash
NIA
61
Teneolnc
1504 Treadwell Street
Austin, TX 78704
Un1vers1tyof Southern Cahforn1a
The Institute for Visual History and Education,
Leavey Library
650 West 35th Street, Suite 114
Los Angeles, CA 90089-2571
(b)
EIN
04-3467254
80-0305723
95-1642394
(c)
IRC
Section 1f
Applicable
501(c)(3)
501(c)(3)
501(c)(3)
(d)
Amount of
Cash Grant
$1,500 00
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
NIA
Cash
NIA
NIA
NIA
Cash
NIA
NIA
$5,000 00
$2,500 00
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
NIA
Cash
Cash
95-1642394
501(c)(3l
$5,000 00
51-0208890
501(c)(3l
$10,500 00
NIA
Cash
NIA
Independence Institute
727 East 16th Avenue
Denver, CO 80203
84-0990300
501(c)(3)
$219,716 03
NIA
Cash
NIA
26-4029303
501(c)(3)
$38,000 00
NIA
Cash
N/A
54-0506455
501(c)(3)
$5,000 00
NIA
Cash
NIA
NIA
62
in the U.S.
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$25,000 00
NIA
Cash
NIA
501(c)(3)
$50,000 00
NIA
Cash
NIA
55-0857806
501(c)(3)
$12,000 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$6,000 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$6,000 00
NIA
Cash
NIA
52-1527294
501(c)(3)
$20,000 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$15,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
52-1351785
501(c)(3)
Teneo Inc
1504 Treadwell Street
Austin, TX 78704
80-0305723
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
(d)
Amount of
Cash Grant
63
(d)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$10,000 00
NIA
Cash
NIA
501(c)(3l
$10,000 00
NIA
Cash
NIA
54-1773197
501(c)(3)
$50,000 00
NIA
Cash
NIA
45-1602963
501(c)(3)
$100,000 00
NIA
Cash
NIA
52-1354365
501(c)(3l
$15,000 00
NIA
Cash
NIA
52-1462893
501(c)(3)
$5,000 00
NIA
Cash
NIA
23-6050131
501(c)(3)
$10,000 00
NIA
Cash
NIA
94-2763845
501(c)(3l
$150,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
13-6223604
501(c)(3l
52-1400492
(a)
Name and Address of
Organization or
Government
Amount of
Cash Grant
64
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Cato lnsbtute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$25,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$100,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$10,000 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$10,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$25,000 00
NIA
Cash
NIA
94-3435899
501(c)(3)
$25,000 00
NIA
Cash
NIA
38-3443798
501(c)(3)
$7,500 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$2,500 00
NIA
Cash
NIA
Donors
Trust, Inc
52-2166327
and lndv1duals
to Organizations
(a)
65
of
1n the U S.
and Governments
in the U.S.
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(f)
(e)
of
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
Method
Valuation
(book, FMV,
appraisal,
(h)
(g)
of
Description
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
Compet1UveEnterpnse Institute
1899 L Street, NW
Floor 12
Washlnoton. DC 20036-3804
52-1351785
501(c)(3)
$25,000 00
NIA
Cash
NIA
for 11eneraloperations
52-1600481
501(cl(3)
$100,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$250,000 00
NIA
Cash
NIA
94-3435899
501(c)(3)
$5,000 00
NIA
Cash
NIA
20-3676886
501(c)(3)
$15,000 00
NIA
Cash
NIA
71-0929026
501(c)(3)
$25,000 00
NIA
Cash
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(c)(3)
$40,000 00
NIA
Cash
NIA
20-4036946
501(c)(3)
$200,000 00
NIA
Cash
NIA
Schedule
2013
66
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Oescnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
04-2103558
501(c)(3)
$100,000 00
NIA
Cash
NIA
Federalist Socaety
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$15,000 00
NIA
Cash
NIA
to support lectures on
cap1tahsm
52-1750188
501(c)(3)
$2,000 00
NIA
Cash
NIA
52-1975211
501(c)(3)
$6,000 00
NIA
Cash
NIA
PetConnect Rescue
PO Box60714
Potomac, MD 20859
55-0857806
501(c)(3)
$12,000 00
NIA
Cash
NIA
27-3542181
501(c)(3)
$600,000 00
NIA
Cash
NIA
20-2466871
501(c)(3)
$350,000 00
NIA
Cash
NIA
Jud1c1alEducabon ProJect
3007 P Street, NW
Washington. DC 20007
20-2466871
501(c)(3)
$130,000 00
NIA
Cash
NIA
67
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
52-1351785
501(c)(3)
$25,000 00
N/A
Cash
N/A
Vittana Foundation
318 First Avenue South
Suite 310
Seattle, WA 98104
26-1153264
501(c)(3)
$25,000 00
NIA
Cash
NIA
Iprogram
20-2387967
501(c)(3)
$100,000 00
NIA
Cash
NIA
74-1587488
501(c)(3)
$100,000 00
NIA
Cash
NIA
llhno1sPolley lnsblute
190 South LaSalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501(c)(3)
$7,000 00
NIA
Cash
NIA
13-6162659
501(c)(3)
$27,510 00
NIA
Cash
N/A
13-6162659
501(c)(3)
$10,000 00
NIA
Cash
N/A
NIA
Santa Fe lnst1tule
1399 Hyde Park
Santa Fe. NM 87501
85-0325494
501(c)(3)
$60,000 00
NIA
Cash
68
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
13-2912529
501(c)(3)
$20,000 00
NIA
Cash
NIA
Independent Institute
100SwanWay
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$5,000 00
NIA
Cash
NIA
83-0311166
501(c)(3)
$10,000 00
NIA
Cash
NIA
Yellowstone Assoc1at1on
PO Box 117
Yellowstone National Park, WY 82190
03-0374417
501(c)(3)
$6,000 00
NIA
Cash
NIA
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$10,000 00
NIA
Cash
NIA
81-0464513
501(c)(3)
$10,000 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$250 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$250 00
NIA
Cash
NIA
-----
69
(b)
EIN
(c)
IRC
Section 1f
Applicable
(e)
Amount of
Non-Cash
Assistance
(d)
Amount of
Cash Grant
(f)
(g)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
52-1351785
501(c)(3)
$250 00
NIA
Cash
NIA
Freedom Foundat1on
PO Box 552
Olympia, WA 98507
94-3136961
501(c)(3)
$2,500 00
NIA
Cash
NIA
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$100 00
NIA
Cash
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
36-1374230
501(c)(3)
$1,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$200 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$250 00
NIA
Cash
NIA
for 11eneraloperations
Reason Founda~on
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$250 00
NIA
Cash
NIA
52-1600481
501(c)(3)
$55,000 00
NIA
Cash
NIA
70
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
22-1500498
501(c)(3)
$20,000 00
NIA
Cash
NIA
20-2387967
501(c)(3)
$8,000 00
NIA
Cash
NIA
Jud1c1alEducation Proiect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$65,000 00
NIA
Cash
NIA
81-6001649
501(c)(3)
$8,000 00
NIA
Cash
NIA
26-2092282
501(c)(3)
$10,000 00
NIA
Cash
NIA
45-3755930
501(c)(3)
$5,000 00
NIA
Cash
NIA
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$560,000 00
NIA
Cash
NIA
NIA
52-2363626
501(c)(3)
$10,000 00
NIA
Cash
71
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
$10,000 00
NIA
Cash
NIA
501(c)(3)
$10,000 00
NIA
Cash
NIA
53-0196584
501(c)(3)
$7,000 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$4,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$4,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$3,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
Fractured Atlas
248 West 35th Street
10th Floor
New York. NY 10001
11-3451703
501(c)(3)
$6,000 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
94-2763845
501(c)(3)
04-3467254
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
72
(b)
EIN
(c)
IRC
Section 1f
Applicable
ProJect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$2,000 00
NIA
Cash
NIA
501(c)(3)
$200 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-2571900
501(c)(3)
$20,000 00
NIA
Cash
NIA
13-3022855
501(c)(3)
$10,000 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$500 00
NIA
Cash
NIA
NIA
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81.0393444
501(c)(3)
$5,000 00
NIA
Cash
(h)
Purpose of
Grant or
Assistance
73
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$50,000 00
NIA
Cash
NIA
to support a postdoctoral
fellowsh10
501(c)(3)
$5,000 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$1,000 00
NIA
Cash
NIA
8111
of Rights lnsbtute
200 North Glebe Road
Suite 200
Artington, VA 22203
48--0891418
501(c)(3)
$1,000 00
NIA
Cash
NIA
Cato lnsbtute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-1351785
501(c)(3)
$1,000 00
NIA
Cash
NIA
13-6006960
501(c)(3)
$2,000 00
NIA
Cash
NIA
13-6223604
501(c)(3)
$500 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
26-1147689
501(c)(3)
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
(d)
Amount of
Cash Grant
74
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$1,000 00
NIA
Cash
NIA
501(c)(3)
$1,500 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$1,200 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$2,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$2,000 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$1,250 00
NIA
Cash
NIA
Metanexus Institute
252 7th Avenue
Apartment8X
New York, NY 10001
23-2977021
501(c)(3)
$6,000 00
NIA
Cash
NIA
13-2912529
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support Standpoint
magazine
(b)
EIN
(c)
IRC
Section 1f
Applicable
Independent Institute
100SwanWay
Oakland, CA 94621-1428
94-3008370
501(c)(3)
94-1623852
(d)
Amount of
Cash Grant
75
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpllon of
Non-Cash
Assistance
$45,000 00
NIA
Cash
NIA
501(c)(3)
$1,000 00
NIA
Cash
NIA
23-7432162
501(c)(3)
$2,000 00
NIA
Cash
N/A
74-2543375
501(c)(3)
$1,000 00
NIA
Cash
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$2,000 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$500 00
NIA
Cash
NIA
52-1744337
501(c)(3)
$5,000 00
NIA
Cash
NIA
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$500 00
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
26-4029303
501(c)(3)
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
38-2926822
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
76
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$6.000 00
NIA
Cash
NIA
501(c)(3)
$1.000 00
NIA
Cash
NIA
53-0218495
501(c)(3)
$2,500 00
NIA
Cash
NIA
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
N/A
48-0891418
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato lnsutute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$10,000 00
N/A
Cash
NIA
13-6006960
501(c)(3)
$1.000 00
NIA
Cash
NIA
Hentage Foundabon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
The Bakken
3537 Zeneth Ave South
Minneapolis, MN 55416-4623
51-0175508
501(c)(3)
52-1526916
(d)
Amount of
Cash Grant
77
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
52-1744337
501(c){3)
$10,000 00
NIA
Cash
NIA
521263436
501(c)(3)
$5,000 00
NIA
Cash
NIA
04-1564655
501(c){3)
$10,000 00
NIA
Cash
NIA
75-1804932
501(c)(3)
$5,000 00
NIA
Cash
NIA
Rockefeller University
1230 York Avenue
New York, NY 10021
13-1624158
501(c)(3)
$10,000 00
NIA
Cash
NIA
Tax Foundation
529 14th Street, NW
Suite 420
Washington, DC 20045
52-1703065
501(c){3)
$10,000 00
NIA
Cash
NIA
for 11eneraloperations
52-1526916
501(c){3)
$5,000 00
NIA
Cash
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$1,500 00
NIA
Cash
NIA
78
(b)
EIN
(c)
IRC
Section 1f
Applicable
(e)
(d)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
52-1744337
501(c)(3)
$2,500 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$2,500 00
NIA
Cash
NIA
74-2543375
501(c)(3)
$500 00
NIA
Cash
NIA
52-1263436
501(c)(3)
$500 00
NIA
Cash
NIA
Independent lnslltute
100SwanWay
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$250 00
NIA
Cash
NIA
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$250 00
NIA
Cash
NIA
46-2082757
501(c)(3)
$99,000 00
NIA
Cash
N/A
65-0649443
501(c)(3)
$8,000 00
NIA
Cash
NIA
79
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
13-1773640
501(c)(3)
(d)
Amount of
Cash Grant
$8,000 00
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
NIA
Cash
NIA
(h)
Purpose of
Grant or
Assistance
04-2103580
501(c)(3)
$5,000 00
NIA
Cash
NIA
52-0945376
501(c)(3)
$2,500 00
NIA
Cash
NIA
13-3129249
501(c)(3)
$4,993 00
NIA
Cash
NIA
23-7749796
501(c)(3)
$2,500 00
NIA
Cash
NIA
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
$5,000 00
NIA
Cash
NIA
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
95-4695698
501(c)(3)
$760,000 00
NIA
Cash
NIA
for scholarships
80
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Cause of Action
1919 Pennsylvania Avenue NW
Suite 650
Washington, DC 20006
45-2805977
501(c)(3)
$2,000,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$1,000,000 00
NIA
Cash
NIA
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$500 00
NIA
Cash
NIA
20-8036372
501(c)(3)
$25,000 00
NIA
Cash
NIA
52-1351785
501(c)(3)
$15,000 00
NIA
Cash
NIA
llhno1sPolley Institute
190 South LaSalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501(c)(3)
$100,000 00
NIA
Cash
NIA
83-0311166
501(c)(3)
$30,000 00
NIA
Cash
NIA
52-1600481
501(c)(3)
$300,000 00
NIA
Cash
NIA
81
(b)
EIN
(c)
IRC
Section 1f
Applicable
27-3542181
501(c)(3)
(d)
Amount of
Cash Grant
$5,000 00
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
NIA
Cash
N/A
(h)
Purpose of
Grant or
Assistance
Trust,
Inc.
52-2166327
to Individuals in the United States. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 22.
Part Ill can be duplicated if additional space is needed.
Donors
(b) Number of
rec1p1ents
(di Amount of
non-cash assistance
(c) Amount of
cash grant
Page 2
2
3
4
5
6
7
[PartIv]
Pt_!
Supplemental Information. Provide the information required in Part I, line 2, Part Ill, column (b), and any other additional information.
Line_2
______
The_Or.9anization
I Line_2
______
q_rantee_c!9)'.ees
Pt_!
Line_2
______
are_made
Pt_!
Line_2
______
oversi.9ht
I Line_2
______
a_pplicable
Line_2
______
Grantees
must
I Line_2
______
an_y_u,pe
of_policital
Pt
Pt
Pt_!
Pt
sends
grant
to_U.S.
funds
recipient_a
will_not_be
_p).lblic_charities.
provided
to
each_q_rant
such
by_ United
charities.
ag:ree_that_g;:ant
used_to
letter
stating:
benefit
_In
some cases,
funds
are
not
a1!Ydis_gualifiedyerson._
o~ 3 nization_relies
__ In most_cases,_the
States_and_individual
b_y_cashin.9_the_q_rant
states'_rules
a_report
to_be
of
use
and
of
used_for_lobbyj.ng:
funds
check _________
All_g;:ants
______
!:!E_On_the____________
regulations
is
______________
req_uested.
_
_
_
_
------------
or _____________________
activiu,~----------------------------------------------------
BAA
07/12/13
Compensation Information
OMB No 1545-004 7
11:orcertain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
.,. Complete if the organization answered 'Yes' on Form 990, Part IV, line 23
.,. Attach to Form 990. .,. See separate instructions.
.,. Information about Schedule J (Form 990) and its instructions is
at www.irs.gov/form990.
2013
SCHEDULE J
(Form 990)
Open to Public
Inspection
52-2166327
Donors Trust
Inc.
!Part I j Questions Regarding Compensation
Yes
No
1 a Check the appropnate box(es) 1fthe organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items.
0Personal
b If any of the boxes on line 1a are checked, did the organization follow a wntten policy regarding payment or
reimbursement or prov1s1onof all of the expenses descnbed above? If 'No,' complete Part Ill to explain . . . . . .
2
3
1b
Did the organization require substantiation pnor to reimbursing or allowing expenses incurred by all officers, directors,
.
trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? ........
Indicate which, 1fany, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain in Part Ill.
[8]Compensation committee
Owntten
Ocompensat1on
employment contract
survey or study
Dunng the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization
or a related organization
r---t---t--
4a
4b
x
x
4c
. . . . . . . . . . .
5a
5b
x
x
If 'Yes' to any of Imes 4a-c, list the persons and provide the applicable amounts for each item in Part Ill.
Only section 501(c)(3) and 501(c)(4) organizations
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
a The organization?
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of.
. . . . . . . . . . . .
6a
6b
x
x
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not descnbed in Imes Sand 6? If 'Yes,' descnbe in Part Ill .................
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subJect
to the initial contract exception descnbed in Regulatlons section S3.49S8-4(a)(3)?
If 'Yes,' descnbe in Part Ill .....................................
a The organization?
If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section S3.49S8-6(c)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TEEA4101
07/08/13
9
Schedule J (Form 990) 2013
W,Tr;t1111
Officers,
Donors
Trustt
52-2166327
Inc.
Page 2
Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (1)and from related organizat1ons, described in the instructions on
row (11).Do not list any 1nd1v1duals
that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(1)-(1ii)for each listed 1nd1v1dual
must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable columns (D) and (E) amounts for that individual.
(B) Breakdown
of W-2and/or1099-MISC
compensation
(A) Name and Title
(I) Base
compensation
compensation
Whitney
& CEO
e_resident
Jeffrey
2 CFO,
Ball
C.
Zysik
Sec-Treas.
L _ 1 fl9_,.QQ.O_,__
(ii) I
Q_.
__
(il L _ 16..2_,15..0....,
(iil I
Q_.
(i)
(i)
1-- - - - - - -
(C) Retirement
and other
deferred
compensation
(Ill) Other
reportable
compensation
30Loo.QLJ _____
o_J_ _
2sLoo.QLJ _____
o_._i _
- - - - - - - -1- - - -
(0) Nontaxable
benefits
+ - - - - - - - ~-
o.
o.
o.
_ o.
- - - - - - - r-
(ii)
(i)
(ii)
I- - - - - - - -
---------1--------
(i)
(ii)
I- - - - - - - -
-------~--------r---------1--------
(i)
(ii)
I- - - - - - - -
-------~--------r---------1--------
(ii)
00
(ii)
_ 240,900j-----0.
0.
_ 206,525j-----0.
- - - - - -
0.
0.
0.
- - - - - - - -
---------1--------
-------~--------r-------~--------
(i) I- - - - - - - -
m i---------~-------~--------+-------~--------r-------~--------
(i)
1--------
10
(i) I- - - - - - - (ii)
11
(ii)
12
(ii)
13
(ii)
14
(ij
pij
15
00
16
(ii)
(i) I- - - - - - - (i) I- - - - - - - -
(i) I- - - - - - - -
---------1--------
---------t--------
---------1--------
---------1--------
---------1--------
---------t--------
---------1--------
---------t--------
1--------~-------~--------+-------~--------r-------~--------
ml--------~-------~--------+-------~--------~-------~--------
(i)
BAA
(E) Total of
(F) Compensation
columns(B)(1)-(D)
reported as
deferred in prior
Form 990
1--------
-------~--------r---------1-------TEEA4102
07/08/13
Donors Trust
f Partlll ] Supplemental Information
ScheduleJ(Form990)2013
Inc.
Page 3
52-2166327
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, Sa, Sb, 6a, 6b, 7, and 8, for Part II. Also
complete this part for any additional information.
BAA
07/08/13
SCHEDULE M
(Form 990)
OMB No 1545-0047
Noncash Contributions
Complete if the organizations
Donors
52-2166327
Inc.
of Property
(a)
Check 1f
applicable
(c)
Noncash contnbut1on
amounts reported
on Form 990,
Part VIII, line 1g
(b)
Number of
contnbutions or
,terns contnbuted
(d)
Method of determining
noncash contnbut1on amounts
....
Intellectual property. . . .
10
11
12
Secunt1es - Miscellaneous . . . . . .
13
14
15
16
17
18
Collectibles . . . . . . . .
19
Food inventory . . . . . .
20
21
Taxidermy .....
51
15 140 826.
Fair
market
value
.....
....
..
22
H1stoncal artifacts
23
Sc1ent1ficspecimens .
24
Archeolog,cal artifacts
25
Other._
26
Other._
27
Other._
28
Other._
(
(
29
Number of Forms 8283 received by the organization dunng the tax year for contnbut1ons for which the
organization completed Form 8283, Part IV, Donee Acknowledgement ...............
-------------------------------
----------------
)
)
)
)
.....
29
I
Yes
30a Dunng the year, did the organization receive by contnbut,on any property reported m Part I, Imes 1-28, that 11must
hold for at least three years from the date of the initial contnbut1on, and which 1snot required to be used for exempt
. ......
purposes for the entire holding penod? . . . . . . .........................
. ..
,_
Trust
!ITypes
Open To Public
Inspection
is at www.irs.govHorm990.
!Part I
2013
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
....
. . . . . . .............
noncash contnbutions? . . . . . . . . . . .
.....
. . . . . . .. . . . . . .
~---
_J
-~
I__J
30a
No
31
32a
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
descnbe m Part II.
TEEA4601 09/06113
--------
Donors Trust,
Inc.
52-2166327
Page2
Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether
the organization is reporting in Part I, column (b), the number of contributions, the number of items
received, or a combination of both. Also complete this part for any additional information.
ScheduleM(Forrn990)2013
RBiitllll
Supplemental
Pt_!
Line_32b
____
This
is
the
number
used
Pt
I col(b)
Pt
donor_on
a_p}lrticular_date.
securities
if_received
BAA
_____
Financial_institutions/brokers
of_contributions
_M~
on_same
TEEA4602 06127/13
to
sell
received
consist
date
of
as _part
marketable
from
a un~~e
numerous
of
securities
same
____
_________
different
contribution.
______
____
_
_
_
_
OMS No 1545-004 7
SCHEDULE O
2013
Open to Public
Inspection
I52-2166327
Donors
Trust
Inc.
P!
VI,
LiQe }9 ___
IF
Pt
VI,
LiQe
19 ___
REGULATION
OR OTHER ADMINISTRATIVE
Pt
VI,
LiQe
19 ___
REQUEST_AT
ORGANIZATION'S
REQUIRED_TO
BE DISCLOSED_BY
APPLICABLE
RULE,
STATUTE, ________________
AVAILABLE
BY--------------
OFFICE.-----------------------------
J'!
VIL _LjQe
llb
__ FORM 990
J'!
VI,
Line
llb
__ IN ADDITION,
FORM 990
J'!
VI,
Line
llb
__ AND_OFFICERS
_?t VI,
Line
llb
__ COMMENTS. IF
ANY ISSUES_ARE_RAISED,_APPROPRIATE
_?t VI,
Line
llb
__ REMEDIAL ACTION
VI,
Line
llb
__ FORM 900_IF_NECESSARY.
VI,
Line
3 ____
SOME_PROGRAMS LISTED
Pt
VI,
Line
3 ____
DIRECT
J'!
VI,
LjQe
3 ____
RESEARCH,
J't
VI,
Line
3 ____
PROGRAMS IS_THE_RESPONSIBILITY
OF AN INDEPENDENT
Pt
VI,
Line
3 ____
THE_PROGRAM WHO_HAS_EXPERIENCE
& EXPERTISE
J't
VI,
Line
3 ____
ACTIVITY.
VI,
Line
3 ____
0RGANIZATION'S
VI,
Line
3 ____
CONTRACTOR IS
VI,
Line
12c __ THE_ORGANIZATION
VI,
Line
12c __ ATTEST
Pt
VIL
Line
15a __ THE_ORGANIZATION
Pt
VI,
Line
15a __ OF INDEPENDENT
Pt
VIL
Line
AFTER REVIEWING
COMPARABLES _______________________
Pt
VIL
Line
15b __ SEE_RESPONSE
FOR PT_VI..1_LINE
15A _____________________________
Pt
VI-C,_
Line_l
7 _AK..1AL, AR, AZL CA, CO, CT, DCLFL, GA, HI, ILL KS, KY, MA, MDLME..1
_______________
Pt
VI-C,_
Line_l
7 _MI, MN, MO, MS, NC, ND, NH, NJLNM..1NY, OH, OKLOR..1PA, RI, SCLTN, _______________
Pt
VI-C,
Line
Pt
J't
Pt
J't
Pt
J't
17
REVIEWED BY PRESIDENT
IS
SUPERVISION
IS
TAKEN,
DISTRIBUTED
INCLUDING_FILING
REVIEW AND------------__________________
AN AMENDED--------------
------------------------------------AT_PART _III
USE_INDEPENDENT
EACH OF THESE_CONTRACTORS_IS
OFFICERS._
CONTRACTORS. _______
TM._
_____________
TO_ALL_BOARD MEMBERS-----------
FOR THEIR
OF INDEPENDENT
WRITING
TO FILING.
ASSOCIATED_WITH
CERTAIN ________
CONTRACTOR MANAGING__ _
DIRECTLY_SUPERVISED
OR __
BY THE ____
SEE PART_II,_LINE
4 FOR DESCRIPTION.
____________
TO ____________
HAS A COMPENSATION_COMMITTEE
BoD MEMBERS THAT_APPROVES
COMPRISED ____________
SALARIES
ON AN____________
_
_
UT,VA,WA,WI,WV.
TEEA4901
09/09/2013
OMB No 1545-0047
SCHEDULER
(Form 990)
2013
Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990. See separate instructions.
lnforrnation about Schedule R (Form 990) and its Instructions is at www.lrs.gov1form990.
Open to ~ubllc
Jnspectlon
Donors
IPart I
Trust,
Inc.
52-2166327
j Identification of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV, line 33.
{a)
Name, address, and EIN (1fapplicable) of disregarded entity
(1) Donors
Trust.L.
__ 109 N Hena_
__ AlexandriiJ..,_
27-0704085
(b)
Prrmary activity
(c)
Legal dom1c1le(state
or foreign country)
(d)
Total income
(f)
Direct controlling
entity
(e)
End-of-year assets
LLC ___________________
Inactive
(2) Talent
Market,_
LLC -----------------__ 109 N Hena_ St--------------------__ Alexandria,_
VA 22314 _________________
27-0685825
Provide
aclm1n1strative
suooort
services
MD
Donors Trust
Inc.
MD
Donors Trust
Inc.
(3) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
------------------------------------------------------------------IPart II I
one or more related tax-exempt organizations during the tax year.
Name, address, and
t)
(b)
Prrmary activity
IN of related organization
(c)
Legal dom1c1le(state
or foreign country)
(d)
Exempt Code
section
(e)
Public charrty status
(if section 501(c)(3))
(f)
Direct controlling
entity
Yes
J'l_lDonors
CaQti tal
Fund_,__Inc. ______
_ _ PO Box 13 0 5 _________________
__ Alexandria,
VA 22313 __________
54-1934032
J21Pro_ject Libert::l.,_ Inc. __________
__ 109 N_Henry_ St _______________
__ Alexandria,
VA 22314 ___________
27-3542181
Direct
lnroaram
J~--------------------------
----------------------------1
----------------------------
(g)
Sec512(b)(13)
controlled
entity?
Grant
making
charitable
activitv
No
MD
DE
'
I
J~--------------------------
------------------------------------------------------BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA5001
06/26/13
Donors
ScheduleR(Form990)2013
(iir.tlfl
Trust,
Inc.
52-2166327
Page2
Identification of ReJated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.
(b)
Pnmary activity
(a)
Name, address, and EIN of
related organization
(c)
Legal
domicile
(state or
foreign
country)
(d)
Direct
controlling
entity
(e)
Predominant
income
(related.unrelated,
excludedfromtax
undersections
(f)
Share of total
income
(g)
Share of
end-of-year
assets
512-514)
(h)
Disproport1onate
allocations?
Yes
No
(I)
Code V-UBI
amount in box
20 of Schedule
K-1 (Form
1065)
0)
General or
managing
partner?
Yes
(k)
Percenta~e
ownershp
No
J1l - - - - - - - - - - - - -
----------------------------J21- - - - - - - - - - - - -
----------------------------J31- - - - - - - - - - - - -
-----------------------------
mem11~
Identification
1
of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered 'Yes' on Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
t)
IN of related organization
(b)
Primary act1v1ty
(c)
Legal domicile
(state or foreign
country)
(d)
Direct
controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of
total income
(g)
Share of end-ofyear assets
(I)
(h)
Percenta~e Sec 512(bl(13)
ownershp controlledentity?
Yes
No
(1) -----------------------
------------------------------------------------(2) - - - - - - - - - - - - - - - - - - - - - - -
------------------------------------------------(3) - - - - - - - - - - - - - - - - - - - - - - -
------------------------------------------------BAA
TEEA5002
06/27/13
Donors
ScheduleR(Form990)2013
IPart V ITransactions
Trust,
Inc.
Page 3
52-2166327
With Related Organizations Complete if the organization answered 'Yes' on Form 990, Part IV, line 34, 35b, or 36.
Yes
Note. Complete line 1 1fany entity 1slisted in Parts II, Ill, or IV of this schedule
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
--
--
a Receipt of (i) interest (II) annu1t1es(Ill) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . , . . , .
1a
1b
, , ..
, , , , , , , , ,
.........................................................
, ,
1d
, , . , ,
1e
, ...
, ...
, , ...
, ....
, ..
, , ...
..
x
x
, ....
, ...
, ........
....
, ...
, ...
, ....
, ...
1I
, , ..
, , .
1J
1h
, ..
, .
--
n Sharing of facilities, equipment, mailing lists, or other assets with related orgamzat1on(s) .........................................
10
, ..
--
1r
1s
- No controlled
entities
as
defined
bv IRC sec
512
x
x
x
x
--
_J
1p
1q
, , .
If the answer to any of the above 1s'Yes,' see the 1nstruct1onsfor 1nformat1onon who must complete this line, including covered relat1onsh1psand transaction thresholds.
(b)
(c)
(a)
Transaction
Amount involved
Name of related organization
type (a-s)
1n
, .
(1)N/A
1m
~I
--
1k
11
, ...
, ...
x
x
x
x
x
1g
, , ...
1f
, ,
, .
__J
--
--
x
x
1c
...............................................
No
[___J
x
x
(d)
Method of determining
amount involved
(b) (13)
(2)
(3)
(4)
(5)
(6)
BAA
TEEA5003
06/27/13
ScheduleR(Form990)2013
Donors
Trustr
Inc.
Page
52-2166327
IBi"'r.t\~11
Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activ1t1es(measured by total assets or gross
revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Pnmary act1v1ty
(c)
Legal dom1c1le
(state or foreign
country)
(f)
(d)
(e)
Areall partners
Share of
Predominant
income
section
total income
501(c)(3)
(related. unrelated, excluded
organizations?
from tax under
section 512-514) Yes
No
(g)
Share of
end-of-year
assets
(h)
D1sproport1onate
allocat1ons?
Yes
No
0)
(i)
CodeV-UBI
amount in box
20 of Schedule
K-1
Form (1065)
General or
managing
partner?
Yes
(k)
Percentage
ownership
No
(1) _______________
--------------------------------(2) - - - - - - - - - - - - - - -
--------------------------------(3) - - - - - - - - - - - - - - -
--------------------------------~----------------------------------------------(5) - - - - - - - - - - - - - - -
--------------------------------~----------------------------------------------(7) - - - - - - - - - - - - - - -
--------------------------------(8) - - - - - - - - - - - - - - -
--------------------------------BAA
TEEA5004
06/27/13
Donors Trust,
Inc.
52-2166327
Information
Provide additional information for responses to questions on Schedule R (see instructions).
Page 5
IPart.VII ;j Supplemental
BAA
TEEASOOS 06/27/13
52-2166327
PERVASIVE
ANDRADICALNEEDS, INCLUDING
THOSERELATINGTO SOCIALWELFARE,HEALTH,
ENVIRONMENT,
ECONOMICS,GOVERNANCE,
FOREIGNRELATIONSANDARTS ANDCULTURE.
52-2166327
Amount
Description
Marketable
security
15,140,826.
contributions
15,140,826.
Total
Sch D, page
2/Part
V,
line
le
col
(a)
Amount
Description
Direct
program
7,766.
expenses
7,766.
Total
Sch D, page
2/Part
V, line
le
col
(b)
Amount
Description
Direct
program
1,657,333.
expenses
1,657,333.
Total
Sch D, page
2/Part
V,
line
le
col
(c)
Amount
Description
Direct
program
1,712,039.
expenses
1,712,039.
Total
Sch D, page
2/Part
V,
line
le
Description
Program
Total
related
direct
expenses
col
(d)
Amount
1,912,824.
1,912,824.
52-2166327
Sch
D, page
2/Part
V, line
le
Description
Program
Total
related
direct
expenses
col
(e)
Amount
976,327.
976,327.
52-2166327