| 2015/12 |
990-EO |
2016/11 |
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Sorry we haven't posted the ocr'd text yet.
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| 2014/12 |
990-EO |
2015/12 |
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a.
. Form 990 OMB No 1 545-0047
Return of Organization Exempt From Income Tax 20 1 4
Under section 501 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
933.2523l2533'c
A For the 2014 calendar year, or tax year begInnIng 2014, and ending
B Check If applicable C Name of orgamzauon Donors Trust I Inc - D Employerldenufication number
Address change Domg busIness Name change Number and street (or P 0 box If marl Is not delIvered to street address) Room/suIte E Telephone number
IImuaIreIum 1800 Diagonal Rd 280 (703) 535-3563
I Irma. retumltemmated CIty or town. state or provmce, country, and ZIP or foreIgn postal code
Amended return Alexandria VA 22314 G Gross receipts Applicauon pendIng F Name and address of officer H(a) Is thIs a group return for subordmates? H Yes E No
Lawson R. Bader 1800 Diagonal Rd Ste 280 Alexndria VA 2 23 14 3533]! V95
I Tax-exempt status IXIETKCIO) rI 501(c) )7 (Insert no) I I4947(a)(1) or I I527
J Website' P w donorstrust org H(c) Group exemptlon number 5
K Form of organIzauon IXICorporatIon I ITrust I I Assocrauon I I Other . IL Year of lorrnauon 1 999 M State of legal MD
LPan I it I Summary
1 Briefly descrIbe the organrzation's missmn or most SIgnIf' cant activitress SUPPORT CHARITIES SPONSOR PROGRAMS
., WHICH ALLEVIATE, THROUGH EDUCATION, RESEAR-CE 1s; 3102;; ETEZSZ
a PFZREIZASZIEIE ZAEIE IRE 132E ZNEEDZSZ ii ifs-Gee .ILELAUIJQ 39 .899 I.A.Ls IIEHARZE- .HeeIiTyt a a -
g ECQISQMESS. a EQVEEDLAATQE - 1391213 1G1 sexless .ABZS. 511D. SQLEHEE
3 2 Check thIs box D If the organIzatIon dIscontinued Its operations or dIsposed of more than 25% of Its net assets.
0 3 Number of votIng members of the governing body (Pan VINumber of Independent votIng members of the governIng body (Pan VI, line 1b) 4 4
5g 5 Total number of Indivrduals employed in calendar year 2014 (Part V, IIne 2aTotal number of volunteers (estimate If necessary) 5 0
05;) 2 7a Total unrelated business revenue from Pan column (C), line 12 7a 0
g b Net unrelated busmess taxable Income from Form 990-T, Me 34 7b 0
Prior Year Current Year
g, a, 8 lIne1h) . 103,380,831- 65, 582, 036.
Q g 9 Program service revenue (Pan line 29) .RECEIVED . 726 I 430Investment income (Pan column (A), lInes 3, 4, and '0 . 425 939Other revenue (Pan column (A), lines Total revenue - add IInes 8 through 11 (must equal Par Grants and simIIar amounts paid (Pan IX, column (A), lires)415Benefits paid to or for members (Pan IX, column (A), .UTFSalanes, other compensatIon, employee benefits (Pan 16a Professional fundraIsmg fees (Pan IX, column (A), line 119)
g- b Total fundraisrng expenses (Pan IX, column (DOther expenses (Pan IX, column (A), lInes 11a-11d, 11f-24eTotal expenses Add lInes 13-17 (must equal Pan IX, column (A), line 25582Revenue less expenses Subtract Me 18 from Beginning of Current Year End Of Year
20 Totalassets(PanX,Iine16) 102,089,505- 141,924,343.
22 21 Total liabiIIties (Pan 10.? 22 Net assets or fund balances. Subtract line 21 from line IPan II I Siqnature Block
Under penaItIes of pequry, I declar a I have examIned return, IncludIng accompanymg schedules and statements, and to the best of my knowledge and beIIef, It Is true, correct, and
complete Declaratlon of preparer th on all Informauon of preparer has any knowledge
i I II [1 r1 3
Sign Date
Here p Jef r y . Zysik CFO
Type or prInt name and utIe
preparer's name Preparers srgnature Date Check H II PTIN
Paid A t- '1 self-employed
Preparer Fm'sname t be J. I - H reparea
use only address - FIrrn's EIN
Phone no
May the IRS dIscuss thIs return with the preparer shown above? (see InstructionsBAA For PapenNork Reductlon Act Notlce, see the separate instructIons. TEEA0101 05/23/14 Form 990 (2014)
W <4
CITIZENAUDIT.ORG PAGE #00002
Form
Willi - Statement of Program Service Accomplishments
990 (2014) Donors Trust, Inc. 52-2166327 PageZ
Check if Schedule 0 contains a response or note to any line in this Pan Ill
Briefly describe the organization's mission-
SUPPORT CHARITIES SPONSOR PROGRAMS
2 Did the organization undertake any Significant program services during the year which were not listed on the prior
Form 990 or . Yes No
If 'Yes,' describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? D Yes No
If 'Yes,' describe these changes on Schedule 0.
4 Describe the organization's rogram sewice accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)( and 501 (c (4) organizations are required to report the amount of grants and allocations to others, the total expenses,
and revenue, if any, for each program service reported.
43
(Code' (Expenses 57 484 105 including grants of 56 862 308 (Revenue 0
DAF PROGRAM - A DONOR ADVISED FUND (DAF) PROGRAM ALLOWING DAF CONTRIBUTORS TO
4 b (Code' (Expenses 146 992 . including grants of 0 (Revenue 0 .
TALENT MARKET (TM). A FREE TALENT RECRUITMENT PROGRAM
4C
(Code. (Expenses 402 I 247 including grants of 392 803 (Revenue s o
PAIL SEABEE ES. .113 .EEQIIOMIQSJ 2). 13333 PI. RAF. PADS 3.23.1111 .1.
4 d Other program services. (Describe in Schedule 0
(Expenses 75 085 including grants of 0 . (Revenue 0 .
4 e Total program sewice expenses 58 1 0 8 42 9
BAA TEEAO102 05/28/14 Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00003
Form 990 (2014) Donors Trust Inc . 52-2166327 Page 3
IPart IV [Checklist of Required Schedules
Yes No
1 Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,'complete
Schedule A . 1 X
2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 X
3 Did the organization engage In direct or indirect political campaign actIVities on behalf of or in opposition to candidates
for public office? If 'Yes, complete Schedule C, art I 3 X
4 Section 501 organizations. Did the organization en a e in lobbying activities. or have a section 501(h) election
In effect during the tax year? If 'Yes,' complete Schedule art II 4 X
5 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, Pan 5 X
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the ri ht
to provide adVice on the distribution or investment of amounts in such funds or accounts? If 'Yes,'complete Schedu e D, X
6
7 Did the organization receive or hold a conservation easement, including easements to reserve open space, the
environment, historic land areas, or historic structures? If 'Yes,'complete Schedule anization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,'
complete chedule D, Pan 8 X
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability. serve as a custodian
for amounts not listed in Part X, or provide credit counseling, debt management, credit repair. or debt negotiation
services? If 'Yes,' complete Schedule Did the organization, directly or throu h a related or anization, hold assets in temporarily restricted endowments,
permanent endowments, or quaSI-en owments? If es,'complete Schedule the organization's answer to any of the followmg questions is 'Yes'. then complete Schedule D, Parts VI, VII, 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
Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If 'Yes,'complete Schedule Did the organization report an amount for investments - pro ram related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If 'Yes,'complete Schedu e D, Part 11c X
(I Did the or anization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported
in Part X, me 16? If 'Yes, complete Schedule Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes,'complete Schedule D, Part X 11 e X
f Did the organization's separate or consolidated financial statements for the tax ear include a footnote that addresses
the organization's liability for uncertain tax posnions under FIN 48 (ASC 740)? f 'Yes,'complete Schedule D, Pan X 11 f X
12a Did the orgsanization obtain separate, independent audited financial statements for the tax year? If 'Yes,'complete
Schedule Pans XIWas the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,'and
If the organization answered 'No' to line 12a, then completing Schedule D, Pans XI and IS optional 12 b X
13 Is the organization a school described in section 170(b)(1)(A) If 'Yes,'complete Schedule E 13 X
14 a Did the organization maintain an office, employees, or agents outside of the United States? 14a X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business, investment, and program service activities outSide the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes,' complete Schedule F, Pans l and IV 14b X
15 Did the organization re on on Part IX, column (A), line 3, more than $5,000 of grants or other a55istance to or for any
foreign organization? I 'Yes, complete Schedule F, Pans II and IV 15 X
16 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 indIVIduals? If 'Yes,'complete Schedule F, Pans and anization re on a total of more than $15,000 of ex enses for professional fundraismg services on Part IX,
column (A lines 6 an 1 1 e7 If 'Yes,'complete Schedule G, art I (see instructions) 17 X
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part
lines 1 c and 8a? If Yes, complete Schedule C, Pan II 13 X
19 Did the organization report more than $15,000 of gross income from gaming actIVIties on Part line 9a? If 'Yes,'
complete chedule Did the organization operate one or more hospital faCilities? If 'Yes,' complete Schedule 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b
BAA TEEA0103 05/28/14 Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00004
g Form990(2014) Donors Trust, Inc. 52-2166327 Page4
MW Checklist of Required Schedules (continued)
Yes No
21 Did the organization report more than $5,000 of grants or other assistance to any domestic or anization or
domestic government on Part IX. column (A), line 1? If 'Yes,'complete Schedule I, Parts Ian anization report more than $5,000 of grants or other a55istance to or for domestic individuals on Part IX,
column (A line 2? If 'Yes, 'complete Schedule I, Parts land Ill 22 X
23 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
23 X
24 a Did the organization have a tax-exempt bond issue With an outstandin prinCIpal amount of more than $100,000 as of
the last da of the year, that was issued after December 31, 2002? If es,'answerlines 24b through 24d and
complete chedule K. If 'No, '90 to line 25a 24a X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 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 bondsDid the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 24d
25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization en age in an excess benefit
transaction with a disqualified person during the year? If 'Yes,'complete Schedule L, an] 25a X
b ls the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or If Yes, complete
. . 25b X
26 Did the or anization report an amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former o icers, directors, trus ees, key employees, highest compensated employees, or disqualified persons?
If 'Yes', complete Schedule L, Part Did the organization provide a rant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereo a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? If 'Yes,'complete Schedule L, Pan llI
23 Was the organization a Part to a busmess transaction With one of the following parties (see Schedule L, Part IV
instructions for applicab e fi ing thresholds, conditions, and exceptions).
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 IVentity 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 28c x
29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,'complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation
contributions? If 'Yes,' complete Schedule M 30 X
31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,'complete Schedule N, Panl 31 X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,'complete
32 x
33 Did the or anization own 100% of an entity disregqarded as separate from the organization under Regulations sections
301.7701- and 301 7701 If 'Yes,'complete chedule R, Panl 33 x
34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,'complete Schedule R, Part IIDid the organization have a controlled entity Within the meaning of section 512(b)(13)? 353 x
b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction With a controlled
entity Within the meaning of section 512(b)(1 l 'Yes,'complete Schedu e R, Part V, line 2 35b
36 Section 501 organizations Did the organization make any transfers to an exempt non-charitable related
organization? If 'Yes, complete Schedule R, Part V, line 2 36 X
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes? If 'Yes,'complete Schedule R, Pan VI 37 x
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Pan Vl, lines 11b and 19?
Note. All Form 990 filers are reqUIred to complete Schedule 0 38 X
BAA Form 990 (2014)
TEEA0104 05/28/14
CITIZENAUDIT.ORG PAGE #00005
- Form 990 (2014) Donors Trust, Inc. 52-2166327 Page 5
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line In this Part V Fl
1 3 Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1 a
b Enter the number of Forms W-2G Included in line 1a. Enter -0- if not applicable 1 b
c Did the or anization comply With backup Withholding rules for reportable payments to vendors and reportable gaming
(gambling winnings to prize Winners?
2 3 Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-
ments, filed for the calendar year ending with or within the year covered by this return 2 a
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a IS greater than 250. you may be reqUIred to e-file (see instructions)
3 a Did the organization have unrelated busmess gross income of $1,000 or more during the year? 3 a
b If 'Yes' has it filed a Form 990-T for this year? If 'No' to line 3b, prowde an explanation in Schedule 0 3 b
4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over. a
linancral account in a foreign country (such as a bank account, securities account, or other finanCIal account)? 4 a X
b If 'Yes,' enter the name of the foreign country;
See instructions for filing requirements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR) I
5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5 a X
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5 b X
c If 'Yes,' to line 5a or 5b, did the organization file Form . . . . 5c
6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
what any contributions that were not tax deductible as charitable contributions'Yes,' did the organization include With every solicitation an express statement that such contributions or gifts were
I not tax deductible . . . . . . . . . 6 b
l 7 Organizations that may receive deductible contributions under section 170(c). I
I 3 Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and
sewices prowded to the payor'Yes,' did the organization notify the donor of the value of the goods or sewices providedanization sell, exchange, or otherWise dispose of tangible personal property for which it was reqUIred to file
Form828? 7c X
d If 'Yes,' indicate the number of Forms 8282 filed during the year . . . m
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7 e X
i f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f X
I g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899
asrequiredthe organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
7h
8 Sponsoring organizations maintaining donor advised funds Did a donor adVIsed fund maintained by the sponsoring
organization have excess busmess holdings at any time during the year? 8 X
9 Sponsoring organizations maintaining donor advised funds. -
a Did the sponsoring organization make any taxable distributions under section 4966? 9 a X
I b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9 b X
I 10 Section 501(c)(7) organizations Enter.
a Initiation fees and capital contributions included on Part line 12. . 10a
b Gross receipts, included on Form 990, Part line 1 2, for public use of club faculties 10 b
11 Section 501 organizations. Enter-
a Gross income from members or shareholdersGross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them . . . . . . . . . . . . . 11 b
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year 12 b l
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? 13a
Note. See the instructions for additional information the organization must report on Schedule 0
b Enter the amount of reserves the organization is required to maintain by the states in
which the organization is licensed to issue qualified health plans 13 b
c Enter the amount of reserves on hand 13 c
14 a Did the organization receive any payments for indoor tanning services during the tax year? 14a X
b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,'provide an explanation in Schedule 0 14 b
BAA TEEAD105 05/28/14 Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00006
F0rm990(2014) Donors Trust, Inc. 52- 2166327 P8995
[Part VI IGovernance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and for
a"No response to line 83, 8b, or 10b below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Check If Schedule 0 contaIns a response or note to any line In thIs Part VI . . . .
Section A. Governinq Body and Management
[8
No
1 a Enter the number of voting members of the governing body at the end of the tax yearthere are material dIfferences In voting rIghts among members
of the governing body, or If the governing body delegated broad
authorIty to an executIve commIttee or 5Imilar commIttee, explain In Schedule 0.
b Enter the number of votIng members Included In Me 1a, above, who are Independent . . . . . 1 b 4
2 Old any officer, director, trustee, or key employee have a family relatIonshIp or a business relationship WIth any other
officer, dIrector, trustee, or key employee? . 2
3 Did the organIzation delegate control over management dutIes customanly performed by or under the direct supervision
of off cers dIrectors, or trustees, or key employees to a management company or other person7 3 X
4 Did the organIzation make any SIgnIf' cant changes to its governIng documents
since the mar Form 990 was fIIed7 . . 4
5 Old the organIzation become aware durIng the year of a significant dIverSIon of the organizatIon's assets? 5
6 Old the organIzation have members or stockholders? 6
7 a Did the organIzation have members, stockholders, or other persons who had the power to elect or appomt one or more
members of the governing body7 . . 7 a
b Are any governance decisions of the organization reserved to (or subject to approval by) members,
stockholders, or persons other than the governIng bodyDid the organization contemporaneously document the meetIngs held or when actions undertaken durIng the year by
the followmg.
a The governIng body? . 8 a X
b Each commIttee WIth authorIty to act on behalf of the governIng bodythere any officer, director, trustee, or key employee IIsted' In Part VII, SectIon A, who cannot be reached at the
organIzatIon' s mailIng address? If 'Yes,' prowde the names and addresses In Schedule 0 9
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code,
Yes
No
10a the organIzation have local chapters, branches, or afliIIates'Yes,' dId the organizatIon have wntten poIIcIes and procedures govemIng the actIVIues of such chapters, afliliates, and branches to ensure tl1eIr
operanons are consistent WIth the organIzatIon's exempt purposes7 . . . . . . . . 10 b
11 a Has the organIzatIon pfOVlded a complete copy of thIs Form 990 to all members of Its govemIng body before filIng the fonn'7 11 a
b Descnbe In Schedule 0 the process, If any, used by the organIzatIon to reVIew this Form 990.
123 Old the organIzation have a written conflict of interest polIcy? If 'No, go to [me 13.. . . 12a X
b Were officers, directors, or trustees, and key employees reqUIred to dIsclose annually interests that could gIve me
to conflIcts? 12 b X
c the organization regularly and conSIstentIy monitor and enforce complIance with the policy? If 'Yes,' descrIbe In
Schedule 0 how this was done . . . . . 12 c X
13 the organIzation haveawritten whistleblower policyOld the organIzation have a mum document retention and destructIon polIcythe process for determInIng compensation of the followmg persons Include a review and approval by independent
persons, comparability data, and contemporaneous substantIatIon of the delIberation and deCIsion?
aThe organizatIon's CEO, Executive Director, or top management official . . . . . . . 153 X
b Other officers or key employees of the organization . . 15 b x
If 'Yes' to lIne 15a or 15b, descrIbe the process in Schedule 0 (see instructIons).
16a the organIzation invest in, contribute assets to, or partICIpate in ajomt venture or similar arrangement with a
taxable entIty during the year? . 16a
b If 'Yes,' dId the organIzation follow a written polIcy or rocedure reguinng the or anization to evaluate Its
participatIon in jomt venture arrangements under appI ciable federa tax law, an take steps to safeguard the
organIzatIon' s exempt status WIth respect to such arrangements7. . . 16 b
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 If applicable), 990, and 990- T (Section 501(c)(3)s only) avaIIable
for publIc inspectIon IndIcate how you made these available. Check all that apply
Own website D Another's websne xUpon request D Other in SChedU/e 0)
19 Descnbe In Schedule 0 whether (and If so. how) the organIzatIon made Its govemIng documents, conflict of Interest polIcy. and Manual statements avaIlable to
the publIc dunng the tax year.
20 State the name, address, and telephone number of the person who possesses the organIzatIon's books and records
Donors Trust 1800 Diagonal Rd Ste 280 Alexandria, VA 22314 (703) 535-3563
BAA TEEAO106 11/13/14 Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00007
F0rm990(2014) Donors Trust, Inc. 52- 2166327 P3997
-Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check If Schedule 0 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 listed. Report compensation for the calendar year ending with or within the
organization's tax year.
0 List all of the organization's current officers, directors, trustees (whether indIVIduals or organizations), regardless of amount of
compensation. Enter -0- in columns (0), (E), and (F) if no compensation was paid
0 List all of the organization's current key employees, If any. See Instructions for definition of 'key employee.'
0 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
0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations
0 List all of the organization's former directors or trustees that received, In the capaCIty as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons In the following order. Individual trustees or directors; Institutional trustees; officers; key employees; highest compensated
employees; and former such persons
El Check this box If neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
P d h k
(B) (D) (E) (F)
Name and Tltle Average IS both an oiTIcer and a Reportable Reportable Estimated
hours director/trustee) compensation from cIornpjensation flr'om amount of lather
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Chairman games. .Pier.esen 11.59
V1ce Chairman X 0 . 0 0
-(iL 111011;; 13-. 1BeeC.h 222222222222 -
Director 1111.1 1891.61 -. time -999
D1 rector X 0 . 0 0
99f; reg/19. 35. .09
CFO, Sec-Treas. 10.00 X X 202,500. 0. 20,250.
BAA TEEA0107 oyzmi Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00008
Form 990 (2014) Donors TrustL Inc. 52-2166327 P3988
El Section A. Officers, Directors, Trustees, Key Employees, and Hiqhest Compensated Employges (canimuero
(B) (C)
P u
(A) Ayerage [$20 notlcheglfinge thgiuone (D) (E) (F)
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(24)
(2-5) - - - -
1bSub-total 441,520, 0. 44,162.
c Total from continuation sheets to Part VII, Section A
dTotal (add lines1band1c) 441,620. 0, 44,162.
2 Total number of lnleldualS (Including but not limited to those listed above) who received more than $100,000 of reportable compensation
from the organization 2
3 Did the organization list any former oflicer, director, or trustee, key employee, or highest compensated employee
on line 1a? If 'Yes, complete Schedule J for such individual
4 For any indIVIdual listed on line 1a, is the sum of reportable compensation and other compensation from
the organization and related organizations greater than $1 50,000? If 'Yes'complete Schedule J for
such individual
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual
for sewices rendered to the organization? If 'Yes,' complete Schedule J for such person
Section B. Independent Contractors
1 Complete this table for your live 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 (B) (C)
Name and busmess address Description of sewices Compensation
Claire Kittle 14 90 Greenshade Way Mount Pleasant SC 2 9466 Administrative and recruiting services 134 96 8 .
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 of compensation from the organization 1
BAA TEEAO108 03/09/15 Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00009
Form 990 (2014) Donors Trust, Inc. 52-2166327 Page9
Part Statement of Revenue
Check if Schedule 0 contains a response or note to any line in this Pan D
(A) (B) (C) (D)
Total revenue Related or Unrelated Revenue
exempt business excluded from tax
function revenue under schons
revenue 512-514
.2 2 1 a Federated campaigns 1 a
C
E 3 b Membership dues 1 b
<5 .
65 c Fundraismg events 1c
5 5 d Related organizations 1 d
g e Government grants (contributionsAll other contributions, ifts, grants. and
n 5 Similar amounts not Inc uded aboveNoncash contributions included in lines Ia-hTotal.Addlines1a-1l 65,582,036.
3 Busmess Code
g 23 561000 645,506. 6454506All other program service revenue . . .
i g Total Add lines 2a-Investment income (including dividends, interest and
othersimilar amounts) 459459457-7-
4 Income from investment of tax-exempt bond proceeds . . e
5 Royalties .
Real (ii) Personal
6 a Gross rents
b Less. rental expenses
c Rental income or (loss). .
d Net rental income or (loss)
7 3 Gross amount from sales of (0 secumles Other
assets other than inventory Less; cost or other bass
and sales expenses . . . Gain or (loss) 1A. 3244 97 .
dNetgain or(loss) . . 1,182,497. 0. 0. 1418;497.
3 Ba Gross income from fundraising events
a (not including.
a of contributions reported on line 1c).
I See Part IV, line 18 a
I.
3 b Less- direct expenses b
5 c Net income or (loss) from fundraismg events . . . . . . .
9 a Gross income from gaming actIVities
See Part IV, line 19 a
b Less- direct expenses b
c Net income or (loss) from gaming actIVIties
10a Gross sales of inventory, less returns
and allowances a
b Less; cost of goods sold b
c Net income or (loss) from sales of Inventory
Miscellaneous Revenue BuSlness Code
11 a
b
c
d All other revenue
e Total. Add lines 11a-11d J
12 Total revenue Seeinstructions 6m69.616. 645.506. 0.
BAA imam Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00010
Form 990 (2014) Donors Trust, Inc. 52-2166327 P896310
IPart IX I Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check If Schedule 0 contaIns a response or note to any Me In this Part not amounts re orted on [Ines T0181 expenses Program serVIce Management and Fundraism
art expenses general expenses expenses
1 Grants and other assistance to domestic
organizations and domestic governments
SeePartIV, lineZ1. 57,005,111. 57,005,111.
2 Grants and other aSSIstance to domestic
individuals See Part IV, line 22. o o
3 Grants and other assistance to foreign
organizations, foreIgn governments, and for-
eign individuals. See Part IV, IInes Benefits paid to or for membersCompensation of current officers, dIrectors,
trustees, and keyemployees. 485,782. 370,040. 49,878. 65,864.
6 Compensation not Included above, to
disqualified persons (as defined under
section 4958mm) and persons described
in section 4958(c)(3)(B).
7 Other salanesandwages 212,992. 111.337. 23,882. 77,773.
8 Pension plan accruals and
(include section 401(k) and 403(b)-
employer contrIbutIons) .
9 Other employeebenefits 3,088. 2,121. 330. 637.
10 Payrolltaxes 38,990. 26,860. 4,116. 8,014.
11 Fees for serVIces (non-employees).
aManagement . . 166,568. 148,919. 0. 17,649.
5,685. 3,237. 0. 2,448.
cAccounting . . . . . 43,785. 39,163. 4,622. 0.
d Lobbying
e Professional fundraISIng serVIces See Part IV, lIne 17 .
f lnvestmentmanagementfees . . . 51,938. 51,238. 700- 0.
9 Other (If line 119 amt exceeds 10% of lIne 25, column
(A) amount, lIst Me 119 expenses on Schedule 0).
12 AdvertisingandpromotIon . . . . . . . . .. 53,509. 82. 0. 53,427.
13 Office expenses . 14,021. 9,700. 1,466. 2,855.
14 lnformationtechnology6,598. 6,598. 0. 0.
15 Royalties
16 OccuPancy 58,261. 40,135. 6,150. 11,976.
17 Travel 26,264. 12,571. 0. 13,693.
18 Payments of travel or entertaInment
exgenses for any federal state, or local
lic offCIals
19 Conferences, conventions, and meetings. . .
20 Interest
21 Payments to affilIatesDepreciatIon, depletIon, and amortizationInsurance 4,236. 2,918. 447. 871.
24 Other expenses. ItemIze expenses not
covered above (LIst miscellaneous expenses
in line 24e. If Me Me amount exceeds 10%
of line 25, column (A) amount, lIst line 24e
expenses on Schedule 0.)
a gal-ngang-Sipgo-d-ugt-lpg Postage-Q-d-e11-vggy- 6,817 4 696 720 1 401
C 61301 4 341 665 1 295
(fut-4415195 6 196 4 263 654 1 274
eAllotherexpenses . . . .. 13,467. 9,627. 1,303. 2,537.
25 Totalfunctionalexpenses. AddlIneslmIough24e. 58,239,511. 57,858,429. 98,164. 282,918.
26 Joint costs. Complete this We only if
the organization reported in column (B)
joint costs from a combIned educational
campaign and fundraising solIcnatIon.
Check here If following
SOP 98-2 (ASC 958.72005/28/14
Form 990 (2014)
CITIZENAUDIT.ORG PAGE #00011
Form 990 (2014) Donors Trust, Inc. 52-2166327 Pagell
Balance Sheet
Check if Schedule 0 contains a response or note to any line in this Part X [1
. (B)
Beginning of year End of year
1 Cash - non-interest-bearing . . . . 1
2 Savings and temporary cash investments Pledges and grants receivable, net . 3
4 Accounts receivableLoans and other receivables from current and former officers, directors,
trustees ke em lo ees, and highest compensated employees. Complete
PartllofSc eduezLoans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsorin organizations of section 501(c)(9) volunta employees'
beneficiary organizations see instructions). Complete Part II of Sche ule L 5
3 7 Notes and loans receivable, net . . 7
8 Inventories for sale Prepaid expenses and deferred charges 9
103 Land, buildings, and e uipment- cost or other basis.
Complete Part VI of Sc edule Less. accumulateddepreciation 10b 63. 657. 27. 802. 10c 22. 955.
11 Investments - publicly traded securities Investments - other securities See Part IV, line Investments - program-related. See Part IV, line 11 13
14 Intangible assetsOther assets. See Part IV, line11 3.699. 15 37,844.
16 Total assets. Add lInes 1 through 15 (must equal line 34) 102, 089, 503, 16 141, 924,343,
17 Accounts payable and accrued expenses Grantspayable850. 18 1,500,000.
19 Deferred revenue . . . . . . . . 19
20 Tax-exempt bond liabilities . . . . . 20
Ig 21 Escrow or custodial account liability. Complete Part IV of Schedule D 21
E 22 Loans and other pa ables to current and former officers, directors, trustees,
'5 key employees, hi est compensated employees, and disqualined persons.
3 Complete an II 0 Schedule L . . . 22
23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities (including federal income tax, ayables to related third parties.
and other liabilities not included on lines 17-2 Complete Part X of Schedule D . . . 25
26 Total liabilities Add lines 17 through 25 25
to Organizations that follow SFAS 1 17 (ASC 958), check here land complete
3 lines 27 through 29, and lines 33 and 34.
g 27 Unrestricted netassets 102,076,607. 27 140.390.762-
3 28 Temporarily restricted net assets . 23
1g 29 Permanently restricted net assets 29
E Organizations that do not follow SFAS 117 (ASC 958), check here -
3 and complete lines 30 through 34.
.9 30 Capital stock or trust principal, or current funds 30
3 31 Paid-in or capital surplus, or land, building, or equipment fund 31
2 32 Retained earnings, endowment, accumulated income, or other funds 32
g 33 Total netassets orfund balances. 102,076,607. 33 140,390,762.
34 Total liabilities and net assets/fund balances 102 BAA Form 990 (2014)
TEEAO111 05/28/14
CITIZENAUDIT.ORG PAGE #00012
Form 990 (2014) Donors Trust, Inc. 52-2166327 Page12
-2338, Reconciliation of Net Assets
Check If Schedule 0 contaIns a response or note to any [me in this Pan XI
II
1 Total revenue (must equal Part column (ATotal expenses (must equal Part IX, column (ARevenue less expenses. Subtract line 2 from Net assets or fund balances at beginning of year (must equal Part X, Me 33, column Net unrealIzed gaIns (losses) on Investments . . . . . . . . . Donated serVIces and use of facilities . . . . . . . . . . . . 6
7 Investment expenses 7
a PrIor perIod adjustments 3
9 Other changes In net assets or fund balances (explain in Schedule 0) 9
10 Net assets or fund balances at end of year CombIne lines 3 through 9 (must equal Part X, line 33,
column 10 140,390,762.
m EFinancial Statements and Reporting
Check If Schedule 0 contaIns a response or note to any km in Ms Part XII H
1 Accounting method used to prepare the Form 990. Cash 'Accrual DOther
If the or anIzatIon changed its method of accountIng from a prior year or checked 'Other,' epraIn
in Sche ule 0.
2 3 Were the organIzation' 5 financial statements complied or reviewed by an Independent accountant7
If 'Yes,' check a box below to IndIcate whether the financial statements for the year were compiled or reVIewed on a
saarate consolIdated baSlS, or both;
Separate baSlS DConsolIdated baSlS DBoth consolIdated and separate basis
b Were the organizatIon' s f nanCIal statements audIted by an independent accountant7
If 'Yes,' check a box below to IndIcate whether the financial statements for the year were audIted on a separate
baSlS, consolIdated basis, or both-
Separate basis xConsolidated D Both consolidated and separate baSlS
c If 'Yes' to Me 2a or 2b, does the organIzatIon have a committee that assumes responSIbIlIty for over5Ight of the audIt,
review, or comleation of Its financial statements and selection of an independent accountant?
If the or anIzatIon changed eIther Its overSIght process or selection process durIng the tax year, explain
in Sche ule O.
3 a As a result of a federal award, was the organizatIon required to undergo an audIt or audIts as set forth In the SIngle
AudIt Act and OMB Circular A- 133'Yes,' dId the organIzatIon undergo the reqUIred audit or audits? If the organizatIon did not undergo the reqUIred audIt
or audIts. explain why In Schedule 0 and descrIbe any steps taken to undergo such audIts 3 b
BAA Form 990 (2014)
TEEA0112 05/28/14
CITIZENAUDIT.ORG PAGE #00013
Public Charity Status and Public Support 15450047
Complete If the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ.
Dewarnenl o, the Tmasury Information about Schedule A (Form 990 or 990-EZ) and Its instructions is
Internal Revenue Sewice at
Name of the organization Employer Identification number
Donors Trust, Inc. 52-2166327
-Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it isz (For lines 1 through 11, check only one box.)
1 A church, convention of churches, or assoaation of churches described in section
A school described in section (Attach Schedule E
A hospital or a cooperative hospital service organization described In section 1
A medical research organization operated in conjunction with a hospital described in section Enter the hospital's
name, City, and state;
D An or anization operated for the benelit of a college or university owned or operated by a governmental unit described in section
170(b (Complete Part II.)
A federal, state, or local government or governmental unit described in section
An organization that normally receives a substantial pan of its support from a governmental unit or from the general public described
In section (Complete Part II.)
A community trust described In section (Complete Part II.)
D An organization that normally receives. (1) more than 33-1/3% of its support from contributions, membershya fees, and gross receipts
from activities related to its exemJn functions - subject to certain exceptions, and (2) no more than 33-1/300 of its support from gross
investment Income and unrelate busmess taxable income (less section 511 tax) from businesses achIred by the organization after
June 30, 1975. See section 509(a)(2). (Complete Part
10 An organization organized and operated excluswely to test for public safety. See section 509(a)(4).
11 An organization organized and operated excluswel for the benefit of, to perform the functions of, or to carry out the urposes of one
or more publicly supported organizations describe in section 509(a)(1) or section 509(a)(2) See section 509(a)(3 Check the box in
lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 119.
a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giVing the supported
organization(s) the gower to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must
complete Part IV, ections A and .
b Type II. A supporting organization superwsed or controlled in connection with its supported organization(s), b having control or
management of the supporting organization vested in the same persons that contro or manage the supporte organization(s). You
must complete Part IV, Sections A and C
c D Type functionally integrated A supporting organization operated In connection With, and functionally integrated With, its supported
organization(s) (see instructions). You must complete Part IV, Sections A, D, and E
d Type non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not
functionally integrated. T e or anization generally must satisfy a distribution reqUIrement and an attentiveness requirement (see
instructions). You must comp ete Part IV, Sections A and D, and Part V.
e Check this box if the organization received a written determination from the IRS that is a Type I, Type II, Type functionally
integrated, or Type non-functionally integrated supporting organization. IZI
th
LOG)
f Enter the number ofsupported organizations . . . . . . . . . . . . . . .
9 Provide the following information about the supported organization (5).
Name of supponed (ii) EIN 0..) Type ofor anization (iv) Is the Amount of monetary (VI) Amount of other
organization (described on ines 1-9 organization listed support (see instructions) support (see instructions)
above or IRC section In your governing
(see instructions)) document7
Yes No
(A)
(B)
(C)
(D)
(E)
Total - - - -
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2014
TEEA0401 07l16/14
CITIZENAUDIT.ORG PAGE #00014
Schedule A (Form 990 or 990-EZ) 2014
Donors Trust,
Inc .
52-2166327
Page 2
I Part II ISupport Schedule for Organizations Described in Sections 1 70(b) and 170(b)(1)(A)(vi)
(Complete only if you checked the box Part I or if the organization failed to qualIfy under Part If the
organizatIon fans to qualIfy under the tests listed below, please complete Pan
Section A. Public Support
Calendar year (or fIscal year
begInnIng In)
1
6
GIfls, grants, contnbuuons, and
membershIp fees recered gDo not
Include any 'unusual grants . . . .
Tax revenues leVIed for the
or anIzatIon's benelit and
eit er pad to or expended
on Its behalf
The value of services or
facilitIes furnished by a
governmental unIt to the
organization WIthout charge. . .
Total. Add lines 1 through 3
The portIon of total
contributIons by each person
(other than a governmental
unIt or publicly supported
organIzatIon) Included on km 1
that exceeds 2% of the amount
shown on line 11, column (0 . .
PublIc support. Subtract Me 5
from lIne 4
2010
2011
2012
2013
2014
Total
28,998,795.
39,267,594.
45,908,735.
103,380,831.
65,582,036.
283 137, 991.
28,998,795.
39,267,594.
45,908,735.
103,380,831.
65,582,036.
283 137, 991.
81, 069,840.
202 068, 151 .
Section B. Total Support
Calendar year (or fiscal year
beginnIng inAmounts from lIne4 . . . . . .
Gross Income from Interest,
dIvidends, pa ments received
on securItIes oans, rents,
royaltIes and Income from
similar sources
Net Income from unrelated
business actIVItIes, whether or
not the busmess Is regularly
carrIed on
Other Income. Do not include
gain or loss from the sale of
capItal assets (Explain In
Part VI .
Total sup ort. Add lInes 7
through
Gross receIpts from related actiVIties, etc (see InstructIons) . l 12
First We years If the Form 990 is for the organization's first, second, third, fourth, or fifth ta
organIzatIon, check this box and stop here .
2010
2011
2012
2013
2014
Total
28,998,795.
39,267,594.
45,908,735.
103,380,831.
65,582,036.
283 137, 991.
80,800.
206, 988 .
203,303 .
270,233 .
459, 577 .
1,220,901.
284,358,892.
Section C. Computation of Public Support Percentaqe
14 PublIc support percentage for 2014 (line 6, column divided by line 11, column (0)
15 PublIc support percentage from 2013 Schedule A, Partll,line 16a 33-1/3% support test - 2014. If the organIzatIon dId not check the box on Me 13, and th
and stop here. The organization qualifies as a publicly supported organizatIon . . . . .
b 33-1l3% support test - 2013. If the organIzatIon dId not check a box on line 13 or 16a, a
and stop here. The organIzation qualIfies as a publicly supported organizatIon. . . . .
14
71.06%
71.62%
17a 10%-facts-and-circumstances test - 2014. if the organizatIon dId not check a box on line 1 3. 16a, or 16bmore, and If the organIzation meets the 'facts-and-CIrcumstances' test, check thIs box and stop here. Explain in Part VI how
the organizatIon meets the 'facts-and-circumstances' test. The organIzation qualIers as a publicly supported organIzation
TEEA0402 07I16l14
b 10%-facts-and-CIrcumstances test - 2013. If the organizatIon did not check a box on line 1 3, 16a, 16b, or 17amore, and If the organIzatIon meets the 'facts-and-CIrcumstances' test. check thIs box and stop here ExplaIn In Part VI how the
organIzatIon meets the 'facts-and-circumstances' test. The organIzatIon qualIers as a publIcly supported organization
18 PrIvate foundatIon If the organizatIon dId not check a box on Me 13, 16a, 16b, 17a, or 1 7b, check this box and see Instructions
BAA
H
Schedule A (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00015
Schedule A (Form 990 or 990- El) 2014 Donors Trust6327 Page 3
[Part IISupport Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organIzatIon mum to qualIfy under Part II If the organizatIon falls
to qualIfy under the tests lIsted below, please complete Part II
Section A. Public Support
Calendar year (or fiscal yr beginning in) 2010 2011 (C) 2012 2013 2014 (0 Total
1 Gifts, grants, contrIbutIons
and membersh Ip fees
recerved. (Do not Include
any 'unusual grants
2 Gross receI ts from admis-
srons, merc andise sold or
I servrces erformed, or facilities
furnishe in any actIvrty that Is
related to the organIzation' 5
tax- -exempt purpose
3 Gross receIpts from actIVItIes
that are not an unrelated trade
or busrness under sectIon 513 .
4 Tax revenues Ievred for the
or anizatIon's benefit and
eit er paId to or expended on
Its behalf
5 The value of serVIces or
facilitIes furnished by a
governmental unIt to the
organizatron wrthout charge. . .
6 Total Add lines1through5 . .
7 a Amounts included on lines 1,
2, and 3 recered from
dIsqualIfied persons
b Amounts Included on lInes 2
and 3 recered from other than
dIsqualIfied persons that
exceed the greater of $5,000 or
1% of the amount on lIne 13
for the year
c Add lines 7a and 7b
8 PublIc support (Subtract lIne $13155; lg? girls 1&333375g 5111i '1 WW ragga; 1& I3
7c from km 6. 533344 "Map; 43.4; g? as? . s
Section B. Total Support
Calendar year (or fiscal yr beginning in) 2010 2011 (C) 2012 2013 2014 (0 Total
9 Amounts from lIne 6
10 6 Gross Income from Interest, dIvrdends,
payments recered on secuntIes loans,
rents, royaItIes and Income from
5ImIIar sources
b Unrelated busmess taxable
income (less sectlon 511
taxes) from businesses
acqurred after June 30. 1975 . .
c Add lines 10a and 10b
11 Net Income from unrelated business
actIVItIes not Included In Me 10b,
whether or not the busmess Is
regularly carned on
12 Other' Income. Do not include
gaIn or loss from the sale of
capItal assets (ExplaIn In
Part VI
13 Total support. (Add lInes 9,
10c, 11 and 12.
14 First five years. If the Form 990 Is for the organIzatIon' s first, second, thIrd, fourth, or fifth tax year as a section 501(c)(3)
organizatIon, check thIs box and stop here H
Section C. Computation of Public Support Percentage
15 Public support percentage for 2014 (Me 8, column divided by Me 13, column (0) 15
16 PubIIc support percentage from 2013 Schedule A, Part km 15 16
Section D. Computation of Investment Income Percentage
17 Investment Income percentage for 2014 (km 10c, column dIvided by Me 13, column (Investment Income percentage from 2013 Schedule A, Pan Me 17 18
19a 33- 1/3% support tests - 2014. If the organizatron did not check the box more than and km 17
is not more than check this box and stop here. The organIzatIon qualifies as a publIcly supported organization
b 33-1/3% support tests - 2013 If the organrzatIon dId not check 19a, and Me 16 is more than and
Me 18 is not more than check this box and stop here The organIzatIon qualmes as a publIcly supported organization
20 PrIvate foundatlon. If the organizatron did not check a box on line 14, 19a, or 19b, check thIs box and see instructions B
BAA TEEA0403 07/17/14 Schedule A (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00016
Schedule A (Form 990 or 990-EZ) 2014 Donors Trust, Inc 52 - 21653 2 7 Page 4
[Part IV I Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections
A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, com lete
Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part .)
Section A. All Supporting Organizations
Yes No
1 Are all of the organization's supported organizations listed by name in the organization's governing documents? J
'No, describe In Part VI how the supported organizations are designated. If desrgnated by class or purpose,
the desrgnation. If historic and contrnurng relationship, explain 1
2 Did the organization have an supported or anization that does not have an IRS determination of status under section I
509(a)(1) or If 'Yes, exp am In Part VI ow the organization determined that the supported organization was
described in section 509(aanization have a supported organization described in section 501(c)(4), (5), or If 'Yes, answer
and be ow . . 3a
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and
satisfied the public support tests under section 509(a)(2)? If 'Yes,'describe In Part VI when and how the organization
made the determination 3b
c Did the or anization ensure that all sup on to such organizations was used excluswely for section 170(c)(2)(B) J
purposes. If 'Yes, explain in Part VI w at controls the organization put in place to ensure such use 3c
4 a Was an supported organization not organized in the United States ('foreign supported organization')? If 'Yes'and k
If you c ecked 11a or 11b In Part I, answer and below . 4a
b Did the organization have ultimate control and discretion in decidin whether to make rants to the foreign supported
organization? If 'Yes, describe In Part VI how the organization ha such control and Iscretron despIte being controlled
or supervrsed by or In connectIon Its supported organizations . . . . . . . . . . . .
4b
c Did the organization support an forei n supported organization that does not have an IRS determination under
sections 501(c)(3) and 509(a)(1) or If es, explarn in Part VI what controls the organization used to ensure that
all support to the foreign supported organizatron was used exclusrvely for section 170(c)(2)(B) purposes . . . . . . . . . . . 4c
5 a Did the or anization add, substitute, or remove any supported or anizations during the tax ear? If 'Yes,'answer
and be ow (if applicable). Also, provrde detail in Part VI, Inc/u Ing (I) the names and E I numbers of the supported
organizations added, substituted, or removed, (Ii) the reasons for each such act/on, the authorrty under the
organization's organizing document authorizing such action, and (iv) how the action was (such as by
amendment to the organizrng document) Sa
b Type I or Type II only. Was any added or substituted supported organization part of a class already de5ignated in the
organization's organizing document? . 5b
c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c
6 Did the organization provide support (whether in the form of grants or the provisron of serwces or faCIIities) to
anyone other than its supported organizations; indiVIduals that are part of the charitable class benefited by one
or more of its supported organizations; or other supporting organizations that also support or benefit one or more of
the filing organization's supported organizations? If 'Yes,' provide detail in Part VI . . 6
7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor
(defined in IRC a family member of a substantial contributor, or a 35-percent controlled entity With
regard to a substantial contributor? If Part I of Schedule L (Form 990) 7
3 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If 'Yes,'
complete Part I of Schedule L (Form 990) 8
9 a Was the organization controlled directl or indirectly at any time during the tax year b one or more disqualified persons
as defined in section 4946 (other than oundation managers and organizations descri ed in section 509(a)(1) or
If 'Yes, provrde detaII In Part more disqualified persons (as defined in line hold a controlling interest in any entity in which the I
supporting organization had an interest? If 'Yes,'provrde detail In Part disqualified person (as defined in line have an ownershi interest in, or derive any personal benefit from, i
assets in which the supporting organization also had an interest? I 'Yes,'provrde detail In Part 10a Was the organization subject to the excess busmess holdings rules of IRC 4943 because of IRC 4943(f) (re arding
certain T e ll supporting organizations, and all Type non-functionally integrated supporting organizations 7 If 'Yes,'
answer (ZS) below 1 0a
b Did the organization, have an excess busmess holdings in the tax year? (Use Schedule 0, Form 4720, to determine l
whether the organization ha excess busrness holdings.) . . 1 Ob
BAA TEEA0404 07/17/14 Schedule A (Form 990 or 990-EZ) 201 4
CITIZENAUDIT.ORG PAGE #00017
Schedule A (Form 990 or 990-EZ) 2014 Donors Trust Inc . Page 5
[Part IV I Supporting Organizations (continued)
Yes No
11 Has the organization accepted a gift or contribution from any of the followmg persons? .1. $1 @3th 5.13person who directly or indirectly controls, either alone or together with persons described in and below, the u" t
governing body of a supported organization? 11a
b A family member of a person described in above? . 11b
c A 35% controlled entity of a person described in or above? If 'Yes' to a, b, or c, provrde detail in Part VI 11c
Section B. Type I Supportinq Organizations
1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appomt
or elect at least a majority of the organization's directors or trustees at all times durin the tax year? If 'No,'describe In
Part VI how the supported organization(s) effectively operated, supervised, or contro led the organization's activrties.
If the organization had more than one supported organization, describe how the powers to appornt and/or remove
directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any,
applied to such powers during the tax year .
2 Did the organization operate for the benefit of any supported organization other than the supported organization(s)
that operated, supewised, or controlled the supporting organization? If 'Yes,'explain in Part VI how providing such
benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the
supporting organization . .
Section C. Type II Supportinq Organizations
1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees
of each of the organization's supported organization(s)? If 'No, describe in Part VI how control or management of the
supporting organization was vested in the same persons that controlled or managed the supported organization(s)
Section D. All Type Supporti nq Organizations
1 Did the organization prowde to each of its supported organizations, by the last day of the fifth month of the
organization's tax year, (1) a written notice describing the type and amount of support prowded during the prior tax
i year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the
organization's governing documents in effect on the date of notification, to the extent not previously provided?
2 Were any of the or anization's officers, directors, or trustees either appomted or elected b the supported
organization(s) or ii) sewin on the governing body of a supported or anization? If 'No,'ex am in Part VI how
the organization maintaine a close and continuous working relations rp With the supporte organization(S) 2
3 By reason of the relationship described in (2), did the organization's supported organizations have a Significant
1 mice in the organization's investment poliCIes and in directing the use of the organization's income or assets at
l
l
l
all times during the tax year? If 'Yes, describe in Part VI the role the organization's supported organizations played
inthisregard. . . . .
Section E. Type Functionally-Integrated Supporting Organizations
1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions)-
a The organization satisfied the Activities Test Complete line 2 below.
b The organization is the parent of each of its supported organizations. Complete line 3 below.
c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions).
2 Activities Test. Answer and below.
3 Did substantially all of the organization's actiVIties during the tax year directly further the exernpt purposes of the
supported organization(s) to which the organization was responswe? If 'Yes,'then in Part VI Identi y those supported
organizations and explain how these activrties directly furthered their exempt purposes, how the organization was
responsive to those supported organizations, and how the organization determined that these activities constituted
substantially all of its aciivmes . . .
b Did the activmes described in constitute activmes that, but for the organization's involvement, one or more of
the organization's supponed organization(s) would have been engaged in? If 'Yes, 'explain in Part VI the reasons for
the organization's posrtron that its supported organization(s) would have engaged in these activities but for the
organization's involvement . . . . .
3 Parent of Supported Organizations. Answer and below.
a Did the organization have the power to regularly appomt or elect a majority of the officers, directors, or trustees of
each of the supported organizations? Provrde etais in Part Did the organization exerc'se a substantial de ree of direction over the programs, and actiVIties of each of its a - i I
supported organizations? If 'Yes, describe in art VI the role played by the organization in this regard 3b
BAA TEEAMOS 07/18/14 Schedule A (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00018
Schedule A (Form 990 or 990-EZ) 2014 Donors Trust Inc .
IPartV L'ype Ill Non-Functionally Integrated 509(a)(3) Supporting Orqanizations
D Check here if the organization satisfied the Integral Part Test as a qualifying trust on November 20, 1970 See Instructions. All
other Type non-functionally integrated supporting organizations must complete Sections A through E.
1
52-216632'7 Pages
Section A - Adjusted Net Income
(A) Prior Year
(B) Current Year
(optional)
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3
Depreciation and depletion
Ul-huN-l
multh-J
Portion of operating expenses paid or Incurred for production or collection of gross
income or for management, conservation, or maintenance of property held for
production of income (see instructions)
7
Other expenses (see instructions)
8
AdJusted Net Income (subtract lines 5, 6 and 7 from line 4)
Section B - Minimum Asset Amount
(A) Prior Year
(B) Current Year
(optional)
1
Aggregate fair market value of all non-exempt-use assets (see instructions for short
tax year or assets held for part of year).
a Average value of seCurities
1a
b Average cash balances
1b
c Fair market value of other non-exempt-use assets
1c
d Total (add lines 1a, 1b, and 1c)
1d
e Discount claimed for blockage or other
factors (explain in detail in Part VI).
Acquisition indebtedness applicable to non-exempt-use assets
N
Subtract line 2 from line 1d
w
A
Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount,
see instructions)
Net value of non-exempt-use assets (subtract line 4 from line 3)
Multiply line 5 by .035
Recoveries of prior-year distributions
Minimum Asset Amount (add line 7 to line 6)
mumma
Section C - Distributable Amount
Current Year
Adjusted net income for prior year (from Section A, line 8, Column A)
Enter 85% of line 1
Minimum asset amount for prior year (from Section B, line 8, Column A)
Enter greater of line 2 or line 3
Income tax imposed in prior year
0148de
Distributable Amount. Subtract line 5 from line 4. unless subject to emergency
temporary reduction (see instructions)
Check here if the current year is the organization's first as a non-functionally-integrated Type supporting organization
(see instructions).
BAA
TEEA0406 07/1 BIH
6
Schedule A (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00019
Schedule A (Form 990 or 990-EZ) 2014
Wart V [Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions
1
2
mumwbu
10
Amounts paid to supported organizations to accomplish exempt purposes
Amounts paId to perform actIVIty that directly furthers exempt purposes of supported organizations,
In excess of income from actIvuy
Administrative expenseSJmid to accomplish exempt purposes of supported organizations
Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prIor IRS approval requIred)
Other dIstrIbutions (descrIbe In Part VI). See instructions
Total annual dIstrIbutIons Add lines 1 through 6
Distributions to attentive supported organizations to the organIzatIon Is responSIve (prowde details
in Part VI) See Instructions . . . . . .
Distributable amount for 2014 from SectIon C, Me 6
Line 8 amount dIvrded by LIne 9 amount . .
Page 7
Current Year
(I) (II)
Section E - Distribution Allocations (see instructions) EXCESS
DIstrIbutions Pre-2014
DistrIbutable
Amount for 2014
1
Distributable amount for 2014 from Section C, Me 6
2
Underdistnbutions, If any, for years prior to 2014 (reasonable
cause requIred - see InstructIons) . . . . .
Excess distributions carryover, If any, to 201 4.
From 2013
Total oflines 3a througheApplied to underdIstributIons of prior years .
ApplIed to 2014 dIstributable amount . . .
Carryover from 2009 not applIed (see InstructIons)
Remalnder. Subtract lInes 39, 3h, and 3I from at
Distributions for 2014 from Section D,
line 7.
Applied to underdIstrIbutions of prior years
Applied to 2014 dIstributable amount . . .
Remalnder. Subtract lines 4a and 4b from 4
Remaining underdistributions for years prior to 2014, if any
Subtract lines 39 and 4a from IIne 2 (if amount greater than
zero, see instructIons). . . . . .
Remaining underdIstrIbutions for 2014. Subtract lines 3h and 4b
from km 1 (If amount greater than zero, see instructions)
Excess dIstrIbutIons carryover to 2015. Add lInes Breakdown of We 7;
Excessfrom2013 . . . . . . . . . . .
Excess from 2014
BAA
Schedule A (Form 990 or 990-EZ) 2014
TEEA0407 10/31/14
CITIZENAUDIT.ORG PAGE #00020
Schedule A (Form 990 or 990-EZ) 2014 Donors TrustPage 8
IMF-I Supplemental Information. Provide the explanations required by Part II, line 10; Part ll, line 17a or 17b;
and Part line 12. Also complete this part for any additional information. (See instructions).
BAA Schedule A (Form 990 or 990-EZ) 2014
TEEA0408 08/18/14
CITIZENAUDIT.ORG PAGE #00021
SCHEDULE D Supplemental Financial Statements OMENO1545W7
(Form 990) Complete if the organization answered 'Yes,' to Form 990, 201 4
Part IV, lines 6, 7, 8, 9, 10,11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
Attach to Form 990.
31295125153; $35235? Information about Schedule D (Form 990) and its instructions is at
Name of the organization Employer identification number
Donors Trust, Inc. 52'2166327
IPart I [Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
1 Total number at end of year 17 1 . 1 .
2 Aggregate value of contributions to (during yearAggregate value of grants from (during yearAggregatevalueatendofyear 136,417,230- 307,230.
5 Did the organization inform all donors and donor adVIsors in writing that the assets held in donor adVIsed funds
are the organization's property, subject to the organization's exclusive legal control? .Yes D No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charita le purposes and not for the benem of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit'Yes D No
IPart II [Conservation Easements.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e g recreation or education) Preservation of a historically important land area
Protection of natural habitat BPreservation of a certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
last ay of the tax year.
I Held at the End of the Tax Year
a Total number of conservation easementsTotal acreage restricted by conservation easements . . . . . . . . . . 2 b
c Number of conservation easements on a certified historic structure included in 2 c
d Number of conservation easements included in achIred after 8/1 7/06, and not on a historic
structure listed in the National Register . . . . . . . . . . . . . . . . . . 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year
4 Number of states where property subject to conservation easement is located
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Violations,
and enforcement of the conservation easements it holds? . .
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
andsection170(h)(4)(B)(iiDYes
9 In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
IPart m [Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public service, provide,
in Part the text of the footnote to its finanCiaI statements that describes these items
b If the or anization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historica treasures, or other similar assets held for public exhibition, education, or research in furtherance of public serwce, provide the
followmg amounts relating to these items
Revenue included in Form 990, Part line1(ii) AssetsincludedinForm990,Partx . . . . . . . . . . . . . . . . .
2 If the organization received or held works of an, historical treasures, or other similar assets for nnancial gain, provide the followmg
amounts required to be reported under SFAS 116 (ASC 958) relating to these items.
a Revenue included in Form 990, Part Iine1BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 10/28/14 Schedule D (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00022
Schedule D (Form 990) 2014 Donors Trust Inc. 52 -2166327 Page 2
Fart Ill WCJannizations Maintaininq Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acquisition, accessron, and other records, check any of the following that are a Significant use of its collection
items (check all that apply);
a Public exhibition d Loan or exchange programs
b Scholarly research e Other
c Preservation for future generations
4 Prowde a description of the organization's collections and explain how they further the organization's exempt purpose in
Part
5 During the year, did the organization when or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection? . Yes DNO
IPart IV 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 intermediary for contributions or other assets not included
on Form 990, Pan
b If 'Yes,' explain the arrangement in Part and complete the following table;
Duo
Amount
c Beginning balance 1 c
d Additions during the year 1 d
e Distributions during the year 1 e
f Ending balance 1 f
2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? L-l Yes
b it 'Yes,' explain the arrangement in Part Check here if the explanation has been prowded in Pan
HNO
lEart VTEndowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10.
Current year Prior year Two years back Three years back Four years back
1aBegInningofi/earbalance - -- 99,288,970. 28,159,110. 24,001,854. 16,684,776. 12,051,906.
bContrIbutions 64,921,886. 103,143,426. 45,586,772. 39,141,594. 28,817,945.
c Net investment earnings, gains,
andlosses 30,326,124. 7,035,457. 1,026,829. -154,463. 249,299.
dGrantsorscholarshIpS 56,936,611. 38,475,416. 40,276,542. 29,525,114. 22,172,327.
e Other expenditures for facilities
andprograms 0. 7,766. 1,657,333. 1,712,039. 1,912,824.
- - -- 875,909. 565,841. 522,470. 432,900. 349,223.
gEndofyearbalance 136,724,460. 99,288,970. 28,159,110. 24,001,854. 16,684,776.
2 Prowde the estimated percentage of the current year end balance (line 19, column held as-
a Board deSIgnated or quasi-endowment
b Permanent endowment
c Temporarily restricted endowment
The percentages in lines 2a, 2b, and 2c should equal 100%.
3 a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by. Yes No
unrelated organizations 3a(i) x
(ii) related organizations . 3a(ii) x
b If 'Yes' to 3a(ii). are the related organizations listed as reqwred on Schedule 3b
4 Describe in Part the intended uses of the organization's endowment funds.
Part VI ll Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property a) Cost or other basis Cost or other Accumulated BOOK value
(investment) 13355 (other) depreCiation
1 a Land . l
b BUildings
c Leasehold improvements quuipment 674917. 54.582. 131335-
e Other
Total. Add lines 1a through 1e (Column must equal Form 990, Pan X, column (8), line 10cBAA
Schedule D (Form 990) 2014
TEEA3302 08/25/14
CITIZENAUDIT.ORG PAGE #00023
Schedule D (Form 990) 2014 Donors Trust . Inc . 52Page 3
IPart I Investments - Other Securities.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
Description of security or category Gncluding name ol security) 300k value Method of valuation Cost or end-ol-year market value
(1) Financial derivatives
(2) Closely-held equuty interests FMV
(3) Other
Total. (Column must equal Form 990, column (B) line 12[Part vm l Investments - Pro ram Related.
Complete if the orqa%ization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
Description of investment type Book value Method of valuation; Cost or end-of-year market value
(1
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. Column b mus! -ua/Form 990, PanX, column (B) line 13). .
Part IX Other Assetsnization answered 'Yes' to Form 990 Part IV line 11d. See Form 990 Part X line 15.
Book value
(9)
(1 0)
Total. (Column must Form 990, Pan X, column (B), line 15.)
Other Liabilities.
If th answered 'Yes' to Form 990 Part IV Iine11e or 11f. See Form 990 Part
of Book value
e line 25
1 Federal income taxes
(3)
(4)
(5)
(10)
11
Total. must Form Pan X, column line . . .
2. Liability lor uncertain tax posmons In Part prowde the text of the footnote to the organization's lmancual statements that reports the organization's liability for uncertain
tax posmons under FIN 48 (ASC 740) Check here if the text of the footnote has been provided In Part [j
BAA TEEA3303 08/25/14 Schedule D (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00024
Schedule D (Form 990) 2014 Donors Trust Page 4
-Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited Iinancial statements Amounts Included on linel but not on Form 990, Pan Me 12;
a Net unrealIzed gains (losses) on investments Donated services and use of facilities 2 b
c RecoverIes of mar year grants . 2 c
d Other (DescrIbe In Part . . 2 d
eAddlIneszathrouthd . .. 2e 28,684,050.
3 SubtractlineZefrom Iine1 . . . . . 3 67,869,616.
4 Amounts included on Form 990, Part line 12, but not on IIne1;
a Investment expenses not included on Form 990, Part IIne 7b 4 a
b Other (DescrIbe In Part . . 4 b
c Add IInes 4a and 4b 4 c
5 Total revenue. Add lInes 3 and 4c. (This must equal Form 990, Part I, line 12Reconciliation 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 Amounts included on lIne1 but not on Form 990, Part IX, Me 252
a Donated services and use of facilItIes 2 a
b PrIor year adjustments 2 b
c Other losses 2 c
d Other (Describe In Part . . eAddlInes 2a through 2d . . 2e 250 000,
3 SubtractlIneZefromlIne1239 511,
4 Amounts Included on Form 990, Part IXInvestment expenses not Included on Form 990, Part line 7b 4 a
b Other (Describe In Part . . 4 b
c Add IInes Total expenses Add IInes 3 and 4c. (This must equal Form 990, Part 511
mu] Supplemental Information.
Provide the descriptIons requIred for Part II, IInes 3, 5, and Part IInes 1 a and 4; Part IV, lines 1b and 2b, Part V,
Me 4, Part X, km 2, Part XI, IInes 2d and 4b; and Part XII, lines 2d and 4b. Also complete thIs part to provide any addItIonal InformatIon.
Pt XII,
Line 2d
2014 grant check voided after audit completed
BAA
TEEA3304
10/28/14
Schedule D (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00025
OMB No. 1545-0047
SCHEDULE l Grants and Other Assistance to Organizations,
(Form 990) Governments, and Individuals in the United States
Complete if the organization answered 'Yes' to Form 990, Part IV, line 21 or 22.
Attach to Form 990.
Department 0! the Treasury
Internal Revenue Sewice Information about Schedule I (Form 990) and Its instructions is at
Name 01 the organization
Employer identification number
52-2166327
Donors Trust, Inc.
[aPartiIg-l General Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility for the grants or assistance. and
'Yes
2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Grants and Other Assistance to Domestic Organizations and Domestic Governments. 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.
1 Name and address of organization EIN IRC section Amount of cash grant Amount of non-cash (0 Method 0! Valuation (9) Description of Purpose of grant
or government if applicable a55istance (book, FMV, a praisal, non-cash or assume
other
J
.(11 age. gong Laue Lizoe .p.age s
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 243
3 o
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3901 06/19/14 Schedule I (Form 990) (2014)
CITIZENAUDIT.ORG PAGE #00026
Donors Trust, Inc. 52-2166327 1
I, Grants to Organizations and IndVIduals in the US.
Part II, Grants to Organizations and Governments in the U.S.
(E) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A53istance appraisal, A55istance Assistance
other)
Institute for Justice
901 North Glebe Road
900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $10,000.00 NIA Cash NIA to support lntemships
Institute for Humane Studies
3351 Fairfax Drive
MSN 1c5
Arlington, VA 22201 94-1623852 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Intercollegiate Studies Institute
3901 Centewille Road
VWmington. DE 19807-1938 23-6050131 501(c)(3) $5,000.00 NIA Cash NIA for general operations
Mountain States Legal Foundation
2596 South LeWis Way tor the 2nd Amendment
Lakewood, co 80227 84-0736725 501(c)(3) $500 00 NIA Cash NIA project
Center for IndiVidual Rights
1233 20m Street. NW
Sune 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000 00 Cash NIA for general operations
American Friends 01 IEA
1201 L St. NW
Washington, DC 20005 544899539 501(c)(3) $10,000 00 NIA Cash for general operations
Dnig Policy Alliance
131 West 33rd Street
151h Floor for the Ethan Nadelmann
New York, NY 10001 52-1516692 501(c)(3) $50,000 00 NIA Cash project
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765 lor the JudiCial Process
Washington, DC 20001-1564 52-1526916 501(c)(3) $400,000 00 NIA Cash NIA Preject
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00027
Donors Trust, Inc. 52-2166327 2
I. Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, Assistance A55istance
other)
Manjuana Policy Preject Foundation
0 Box 77492
Washington, DC 20013 52-1975211 501(c)(3) $6,000 00 Cash for the Texas project
Judicial Education Proiect
007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $345,000 00 NIA Cash NIA for general operations
Protect Veritas
1214 West Boston Post Road, #148
Mamaroneck, NY 10543 27-2894856 501(c)(3) $134,638 50 NIA Cash for general operations
Proiect Liberty, Inc.
109 North Henry Street tor the Project on Fair
Alexandrla, VA 22314-2903 27-3542181 501(c)(3) $50,000.00 Cash NIA Representation
Catholic Association Foundation
3007 F Street, NW
Washington, DC 20007 20-2387967 501(c)(3) $78,000 00 Cash for general operations
Home School Foundation
PO Box 1152
Purcell le, VA 20134 52-1354365 501(c)(3) $15,000 00 NIA Cash NIA for general operations
Consumers' Research, Inc
1825 I Street, NW
Sixth Floor
Washington, DC 20006 22-1500498 501(c)(3) $10,000 00 NIA Cash NIA for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857606 501(c)(3) $12,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00028
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istanoe
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
American Transparency
200 South Frontage Road
Suite 101
Burr Ridge, IL 60527
26-3593601
501(c)(3)
$20,000 00
NIA
Cash
NIA
for general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
400
Washington, DC 20009
13-6223604
501(c)(3)
$199 04
NIA
Cash
for general operations
Center for IndIVIdual Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609
52-1 600481
501(c)(3)
$500 00
Cash
NIA
for general operations
Employment Policies Institute Foundation
1090 Vermont Avenue, NW
Sune 800
Washington, DC 20005
52-1902264
501(c)(3)
$500 00
NIA
Cash
NIA
for the MinimumWage com
proiect
The Science Network (Salk Institute - CNL)
10010 N Torrey Pines Rd.
La Jolla, CA 92037
81 -0639470
501(c)(3)
$8,000.00
NIA
Cash
NIA
for general operations
Appropriate Infrastructure Development Group
PO Box 104
Weston, MA 02493-0005
68-0589005
501(c)(3)
$6,000 00
Cash
NIA
ifor general operations
Colorado Christian UniverSIty
8787 West Alameda Avenue
Lakewood, CO 80226
84-0442429
501(c)(3)
$160,000 00
Cash
NIA
to support production of a
websne offering educational
material
Foundation for Self Government
5209 Sea Chase Drive
#5
Amelia Island, FL 32034
58-1943726
501(c)(3)
$50,000 00
Cash
NIA
for general operations
Schedule 1 (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00029
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
ASSIstance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
PALS Program
12 Dow Drive
Hillsborough, NJ 08844
352334489
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
PALS Program
12 Dow Drive
Hillsborough, NJ 06844
35-2334489
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Atlas Economic Research Foundatlon
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$7,500 00
NIA
Cash
NIA
for general operations
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$250,000 00
Cash
NIA
for general operations
Foundation for Economic Education
13-6006960
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Human Rights F0undation
350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501(c)(3)
$20,000 00
NIA
Cash
NIA
tor a fellowship to support the
work of Bmce Bawer
Human Rights Foundation
350 Fifth Avenue
Sune 4515
New York, NY 10118
20-2669700
501(c)(3)
$10,000 00
NIA
Cash
NIA
for the Free Speech Protect
Center lor Union Facts
1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005
204036946
501(c)(3)
$160,000 00
NIA
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00030
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U 8.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
AsSIStance
Purpose of
Grant or
As5istance
Movmg Picture Institute
375 Greenwmh Street
New York, NY 10013
20-3237801
501(c)(3)
$30,000 00
Cash
for general operations
Judicial Education Project
722 12th Street, NW
Washington, DC 20006
20-2466871
501(c)(3)
3100.000 00
NIA
Cash
NIA
for general operations
American Council on Science 8. Health
1995 Broadway
Suite 202
New York, NY 10023-5882
13-2911127
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington. DC 20036
53-0218495
501(c)(3)
$50,000 00
NIA
Cash
for general operations
Capital Research Center
1513 16th Street, NW
Washington, DC 20036-1480
52-1289734
501(c)(3)
$1.000 00
NIA
Cash
NIA
tor general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$20,000 00
Cash
NIA
for general operations
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-3 1 3696 1
501(c)(3)
$6,000 00
NIA
Cash
for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
13-6223604
501(c)(3)
$10,000 00
Cash
NIA
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00031
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount Of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$18,000 00
Cash
NIA
for general operations
Hudson institute
1015 15th Street. NW
Suite 600
Washington, DC 20005
13-1945157
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Independent institute
100 Swan Way
Oakland, CA 94621-1428
944008370
501(c)(3)
$2,000 00
Cash
NIA
for general operations
Independent Women's Forum
1875 I Street, Nw
Sune 500
Washington, DC 20006
54-1670627
501(c)(3)
$30,000 00
Cash
NIA
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201
54-1436224
501(c)(3)
$3,000 00
NIA
Cash
NIA
for general operations
Media Research Center
1900 Campus Commons Drive
Suite 600
Reston, VA 20191
54-1429009
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
National Association of Scholars
8 West 38th Street
Suite 503
New York, NY 10018
11-2741490
501(c)(3)
$10,000 00
NIA
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00032
Donors Trust, Inc. 52-2166327 7
I, Grants to Organizations and IndVIduals In the U 8
Part II, Grants to Organizations and Governments in the U5.
(3) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, Assmtance ASSIStance
other)
National Legal Policy Center
107 Park Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3) $1,000.00 Cash for general operatlons
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springfield, VA 22160-0002 59-1588825 501(c)(3) $2,000 00 NIA Cash NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Sune 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $10,000.00 NIA Cash NIA for general operations
Center for IndIVIdual
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Foundation for IndiVIdual Rights in Education
(FIRE)
601 Walnut Street
Suite 510
Philadelphia, PA 19106 04-3467254 501(c)(3) $15,000 00 NIA Cash NIA for general operations
Middle East Forum
1500 Walnut Street
1050
Philadelphia, PA 19102 23-7749796 501(c)(3) $20,000 00 NIA Cash NIA for general operations
Kansas Policy Institute
250 North Water Street
216
Mchita, KS 67202-1215 23-7047821 501(c)(3) $7,500 00 Cash NIA Ifor general operatlons
JudiCIal Education Protect
3007 F Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $35,000 00 Cash NIA [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00033
Donors Trust, Inc. 52-2166327 8
I. Grants to Organizations and IndVIduals in the U S
Part II, Grants to Organizations and Governments in the us.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable ASSistance appraisal, Assistance ASSistance
other)
Proiect Veritas
1214 West Boston Post Road, #148
Mamaroneck, NY 10543 27-2894856 501(c)(3) $10,000 00 NIA Cash NIA for general operatlons
Independence Institute
727 East 16th Avenue
Denver. co 80203 84-0990300 501(c)(3) $20,000 00 Cash NIA for general operations
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201 54-1436224 501(c)(3) $10,000.00 Cash for general operatlons
Center for Indiwdual Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $170,000 00 NIA Cash NIA itor general operations
Judiual Education Project
3007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $75,000 00 NIA Cash NIA for general operations
PALS Program
12 Dow Drive
Hillsborough. NJ 08844 35-2334489 501(c)(3) $1.000 00 NIA Cash for general operations
Pacmc Research Institute
One Embarcadero Center
Suite 350
San FranCisco, CA 94111 94-2528433 501(c)(3) $120,000 00 Cash for general operations
Claremont Institute
937 West Foothill Boulevard
Smte E
Claremont, CA 91711 95-3443202 501(c)(3) $1,000 00 NIA Cash NIA [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00034
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals in the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Assistance
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
312.500 00
NIA
Cash
NIA
ttor a fellowship to support the
work of Naomi Schaeter Riley
institute for Humane Studies
3434 Washington Boulevard
Ms 1c5
Anington, VA 22201
94-1623852
501(c)(3)
$5,000 00
NIA
Cash
for general operations
Mountain States Legal Foundation
2596 South Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$500 00
NIA
Cash
NIA
tor the 2nd Amendment
project
PaCific Research Institute
One Embarcadero Center
Suite 350
San FranCIsco, CA 94111
94-2528433
501(c)(3)
$5,000 00
NIA
Cash
NIA
to support the Baroness
Thatcher dinner on March 7.
2014
Tax Foundation
529 14th Street, NW
Suite 420
Washington, DC 20045
52-1 703065
501(c)(3)
$1,000 00
Cash
NIA
tor general operations
Grassroot institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
310.300 00
Cash
NIA
for general operations
Foundation for Cultural Rewew
900 Broadway
Suite 602
New York, NY 10003
13-3108424
501(c)(3)
$10,000 00
Cash
NIA
to support the New Cmenon's
"Edmund Burke Gala" on April
23, 2014
Salvation Anny-Midwest DiVision
5040 North Pulaski Road
Chicago, IL 60630-2788
22-2406433
501(c)(3)
$40,000 00
NIA
Cash
NIA
[for the Kroc Center project
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00035
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and in the U.S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
ASSistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
10
Purpose of
Grant or
A55istance
Maniuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$6,000 00
NIA
Cash
Ifor the Texas project
First Freedoms Foundation, Inc
PO Box 2545
Brooktield, WI 53008
39-1962608
501(c)(3)
$50,000 00
NIA
Cash
for general operations
Education Proiect
3007 P Street, NW
Washington. DC 20007
20-2466871
501(c)(3)
$275,000 00
Cash
for general operations
Judicial Education Proiect
3220 N Street, NW
Sune 268
Washington. DC 20007
20-2466871
501(c)(3)
$35,000 00
Cash
for the 2nd amendment proiect
Proiect Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$0 00
Cash
for general Operations
Peace Through Commerce
1510 Falcon Ledge Drive
Austin. TX 78746-6104
27-3971757
501(c)(3)
$10,000 00
Cash
for FLOW 2 0
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
55-0857806
501(c)(3)
$12,000 00
NIA
Cash
for general operations
Colorado Christian University
8787 West Alameda Avenue
Lakewood, CO 80226
840442429
501(c)(3)
$35,000 00
Cash
tor the Centennial Institute's
general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00036
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and IndViduals In the U S.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
Section if
Applicable
(0
Amount of Amount of Method of
Cash Grant Non-Cash Valuation (book, FMV,
AsSistance appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
ASSistance
11
Ed Snider Youth Hockey Foundation
3601 South Broad Street
Phlladelphla, PA 19148
20-28851 13
501(c)(3)
$2,249 00
NIA
Cash
NIA
for general operations
The Philanthropic Enterprise, Inc
PO Box 4449
Carmel, IN 46082
45-5600167
501(c)(3)
$49,500 00
Cash
NIA
for general operations
Mercatus Center. GMU
3434 Washington Boulevard
4th Floor
Arlington. VA 22201
54-1436224
501(c)(3)
$1,500,000 00
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
5500 00
NIA
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$250,000 00
NIA
Cash
NIA
for general operations
Capital Research Center
1513 16th Street, NW
Washington. DC 20036-1480
52-1289734
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$650,000 00
NIA
Cash
NIA
for general operations
Foundation for Teaching Economics
260 Russell Boulevard
Suite B
CA 95616-3839
51-0183347
501(c)(3)
$4,000 00
NIA
Cash
NIA
M general operations
Schedule l (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00037
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and Indviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
AsSIStance
Galen Institute
PO Box 320010
Alexandria, VA 22320-0010 54-1770524 501(c)(3)
$125,000 00
NIA
Cash
NIA
for general operations
institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3)
$100,000 00
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Surte 900
VA 22203-1854 52-1744337 501(c)(3)
$2,000 00
Cash
for general operations
Institute for Justice
901 North Glebe Road
Surte 900
Arlington, VA 22203-1354 52-1744337 501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington, VA 22201 94-1623852 501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Leadership Institute
1101 North Highland Street
Arlington. VA 22201 51-0235174 501(c)(3)
$1,000 00
Cash
NIA
Itor general operations
Friedman Foundation for Educational Chorce
One American Square
Surte 2420
35-1973359 501(c)(3)
510.000 00
Cash
for general operations
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3)
$2,000 00
NIA
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00038
Donors Trust. Inc. 52-2166327 13
I, Grants to Organizations and IndVIduals In the U S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, Asystance
other)
National Right to Work Legal Defense
Foundation. Inc.
8001 Braddock Road
Springheld, VA 22160-0002 59-1588825 501(c)(3) $25,000 00 Cash for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $225,000 00 Cash for general operations
State Policy Network
1655 North Fort Myer Drive
Sun 360
VA 22209-3108 57-0952531 501(c)(3) $2,500 00 Cash NIA tor general operations
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 85004 86-0597661 501 $50,000 00 Cash for general operations
Becket Fund for Religious Liberty
1200 New Hampshire Avenue, NW
Sune 700
Washington, DC 20036 52-1858532 501(c)(3) $25,000 00 NIA Cash for general operations
Bill of Rights Institute
200 North Glebe Road
200
Arlington, VA 22203 48-0891418 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Center for lndiwdual Rights
1233 20th Street, NW
Sune 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $60,000 00 NIA Cash NIA (or general operations
Foundation for IndIVIdual Rights in Education
(FIRE)
601 Walnut Street
mm 510
Philadelphia, PA 19106 04-3467254 501(c)(3) $1,500 00 NIA Cash [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00039
Donors Trust, Inc. 52-2166327 14
l, Grants to Organizations and IndVIduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, ASSIstance A55istance
other)
mericans for Prosperity Foundation
2111 Wilson Boulevard
Sun 350
Arlington, VA 22201-3097 52-1527294 501 $300,000 00 Cash for general operations
Florida Sheriffs Youth Ranches, Inc
PO Box 2000
Boys Ranch, FL 32064 23-7303117 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Employment Policies Institute Foundation
1090 Vermont Avenue, NW
SUite 800
Washington, DC 20005 52-1902264 501(c)(3) $150,000 00 Cash NIA for general operations
Center for Union Facts
1090 Vermont Avenue, NW
Smte 800
Washington, DC 20005 204036946 501(c)(3) $500 00 NIA Cash for general operations
Alliance for School Chaice
1660 L Street, NW
Surte 1000
Washington. DC 20036 52-2111508 501(c)(3) $10,000 00 Cash for general operations
Center for Competitive Politics
124 South West Street
Suite 201
Alexandria, VA 22314 20-3676886 501(c)(3) $150,000 00 Cash NIA for general operations
E Pluribus Unum Films
2247 151h Avenue West
Seattle, WA 98119 91-2053400 501(c)(3) $25,000 00 NIA Cash for general operations
Marijuana Policy Proiect Foundation
PO Box 77492
Washington, DC 20013 52-1975211 501(c)(3) $50,000 00 Cash NIA itor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00040
Donors Trust, Inc 52-2166327 15
I, Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of of Purpose of
Organtzation or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, ASSIstance ASSIstance
other)
Movmg Picture Institute
375 Greenwmh Street
New York, NY 10013 20-3237801 501(c)(3) $100,000 00 Cash NIA tfor general operations
Free To Choose Network. Inc
2002 Filmore Avenue
Suite 1
Erie, PA 16506 52-1455677 501(c)(3) $2,000 00 Cash NIA for general operations
Center for Independent Thought
1420 Walnut Street
Sune 1011 to support Stossel in the
Philadelphia, PA 19102 52-0945376 501(c)(3) $15,000 00 NIA Cash NIA Classroom
Families Against Mandatory Minimums
Foundation
1100 H Street, NW
Sutte 1000
Washington. DC 20005 52-1750246 501(c)(3) $50,000.00 Cash NIA for general operations
Students for Liberty
1101 17th Street. NW
810
Washington, DC 20036 94-3435899 501(c)(3) $5,000 00 NIA Cash for the Emma pr0)ect
JudICIal Education Proiect
3007 F Street, NW
Washington. DC 20007 20-2466871 501(c)(3) $60,000 00 Cash NIA "or general operations
Judl0lal Education Pr01801
3007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $5,000 00 Cash NIA for general operations
Freedom of Consolence Defense Fund
PO Box 9520
Rancho Santa Fe, CA 92067 30-0741605 501(c)(3) $50,000 00 NIA Cash NIA lor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00041
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals in the U S.
Part II. Grants to Organizations and Governments in the U5.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Consumers' Research. Inc
1801 F Street NW
DC 20006
22-1 500498
501(c)(3)
$360,000 00
NIA
Cash
NIA
tor general operations
American Transparency
200 South Frontage Road
101
Burr Ridge, IL 60527
26-3593601
501(c)(3)
$50,000 00
NIA
Cash
NIA
tor general operations
Claremont Institute
937 West Foothill Boulevard
Suite E
Claremont, CA 91711
95-3443202
501(c)(3)
$75,000 00
NIA
Cash
NIA
tor the general operations of
the Center for Constitutional
Jurisprudence
JudlClal Education Project
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$130,000 00
NIA
Cash
NIA
for general operations
PALS Program
12 Dow Drive
Hillsborough, NJ 08844
35-2334489
501(c)(3)
$5,000 00
NIA
Cash
In support at the PALS Gala
Center for EnVironmentaI Science Accuracy and
Reliability
2014 Tulare Street
Sune 423
Fresno, CA 93721
26-1949836
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Libre Initiative Institute
1515 North Courthouse Road
610
Arlington, VA 22201-1324
45-4123383
501(c)(3)
$100,000 00
Cash
NIA
for general operations
Conservative Agenda Proiect
1025 Thomas Jefferson Street, NW
110 G
Washington. DC 20007
264029303
501(c)(3)
$42,000 00
Cash
NIA
[tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00042
Donors Trust, Inc 52-2166327 17
1. Grants to Organizations and in the US.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal. Assistance Assistance
other)
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503 38-2926822 501(c)(3) $500 00 Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $1,000 00 Cash NIA for general operations
Institute for Justice
901 North Glebe Road
Surte 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $500 00 Cash NIA for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington, VA 22201 94-1623852 501(c)(3) $500 00 Cash NIA for general operations
State Policy Network
655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $200 00 Cash (or general operations
Center for Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609 52-1600481 501 $25,000 00 NIA Cash NIA tor general operations
llhnols Policy Institute
190 South LaSalle Street
Surte 1630
Chicago, IL 60603 41-2057028 501(c)(3) $1 .000 00 Cash NIA Ifor general operations
JudiCial Education PrOJect
3007 P Street, NW
DC 20007 20-2466871 501(c)(3) $375,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00043
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and in the US.
Part II, Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
13'
Proiect Veritas
1214 West Boston Post Road, #148
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$24,750 00
Cash
NIA
Ltor general operations
wyoming Catholic College
PO Box 750
Lander, WY 82520
63-0434307
501(c)(3)
$4,000 00
Cash
NIA
for general operations
American Council on Scrence 8. Health
1995 Broadway
Surte 202
New York, NY 10023-5882
13-2911127
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432 1 62
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
9441008370
501(c)(3)
$5,000 00
NIA
Cash
for general operations
Mountain States Legal Foundation
2596 South Lewrs Way
Lakewood, CO 60227
B4n0736725
501(c)(3)
$500 00
NIA
Cash
NIA
tor the 2nd Amendment
prorect
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Marijuana Policy Protect Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$6.000 00
NIA
Cash
NIA
[tor the Texas proiem
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00044
Donors Trust, Inc 52-2166327
I. Grants to Organizations and IndVIduals In the US.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Moving Picture Institute
375 Street
New York, NY 10013 20-3237801 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Calvm Coolidge Presidential Foundation
PO Box 97
Plymouth, VT 05056 03-6009701 501 $25,000 00 Cash NIA for general operations
Preject Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $0 00 Cash NIA tor general operations
Catholic Assoc-ation Foundation
3007 P Street, Nw
Washington, DC 20007 20-2387967 501(c)(3) $20,000 00 NIA Cash NIA for general operations
Energy 8. Enwronment Legal Institute
722 12th Street NW
4th Floor
Washington, DC 20005 264239065 501(c)(3) $60,000 00 Cash for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857806 501(c)(3) $12,000 00 NIA Cash NIA for general operations
Sacred Heart of Jesus Parish
156 Valley Avenue SW
Grand Rapids, MI 49504 36-1366944 501(c)(3) $6,000 00 NIA Cash NIA tor general operations
Institute for Faith, Work, Economics
8400 Westpark Drive
Suite 100
McLean, VA 22102 45-2481867 501(c)(3) $460,000 00 NIA Cash NIA [for general operations
Schedule i (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00045
Donors Trust, Inc 52-2166327
Name and Address of
Organization or
Government
l, Grants to Organizations and IndVIduals In the US.
Part II, Grants to Organizations and Governments in the U.S.
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
ASSIstance
Ethics 8. Public Policy Center
1730 M Street. NW
Snite 910
Washington, DC 20036
52-1162185
501(c)(3)
$82,500 00
NIA
Cash
for general operations
l Federalist Somety
l 1015 18th Street, NW
1 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$50,000 00
NIA
Cash
NIA
tor general operations
Ludwig Von Mises Institute
518 West Magnolia Avenue
Auburn, AL 36832-4501
52-1263436
501(c)(3)
$1,000 00
Cash
NIA
to support the publication 01 a
book by Walter Block
Yankee Institute
i 216 Main Street
Hartford, CT 06106
52-1358144
501(c)(3)
$150,000 00
Cash
for general operations
New York Historical Society
170 Central Park West
1 New York, NY 10024
13-1624124
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Foundation for Government Accountability
15275 Collier Boulevard
Suite 201-279
l Naples, FL 34119
45-2637507
501(c)(3)
525.000 00
Cash
NIA
Itor general operations
WHWG Initiative for Studying Public Policy
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
26-2432747
501(c)(3)
$4,000 00
NIA
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1 351 785
501(c)(3)
$250,000 00
NIA
Cash
tor general operatlons
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00046
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndVIduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
21
Purpose of
Grant or
A55istance
Capital Research Center
1513 16th Street, NW
Washington. DC 20036-1480
52-1289734
501(c)(3)
$5,000 00
Cash
NIA
"or general operations
Fund for American Studies
706 New Hampshire Avenue, NW
400
Washington, DC 20009
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations and for
the Robert Novak Journalism
Fellowship
Foundation for Teaching Economics
260 Russell Boulevard
Suite B
CA 95616-3839
51-0183347
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1,000.00
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$3,000 00
Cash
for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 105
Arlington, VA 22201
94-1623852
501(c)(3)
$16,000 00
Cash
for general operations
Becket Fund for Religious Liberty
clo Lucy Feil
3000 K Street, NW, Suite 220
Washington, DC 20007-5153
52-1858532
501(c)(3)
$75,000 00
NIA
Cash
for general operations
Center for lndIVidual Rights
1233 20th Street. NW
Suite 300
Washington, DC 20036-1609
52-1600481
501(c)(3)
$10,000 00
NIA
Cash
NIA
[tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00047
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndViduals in the U.S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
to)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
22
Purpose of
Grant or
A55istance
of Southern California
The Institute for Visual History and Education,
Leavey Library
650 West 35th Street. Suite 114
Los Angeles, CA 90089-2571
95-1642394
501 M3)
$2,500 00
Cash
NIA
tor the general operatlons ot
the Institute for Visual History
8. Education
Witherspcon Institute
16 Stockton Street
Princeton, NJ 08540
55-0835528
501(c)(3)
$125,000 00
Cash
NIA
to support the work of Jenniter
Bryson
Judicial Education Proiect
3007 P Street. NW
Washington, DC 20007
20-2466871
501(c)(3)
$16,000 00
NIA
Cash
NIA
for general operations
Proiect Veritas
1214 West Boston Post Road, #148
Mamaroneck, NY 10543
27-2894856
$23,555 00
NIA
Cash
NIA
for general operations
PALS Program
12 Dow Drive
HIllsborough, NJ 08844
35-2334489
501(c)(3)
$1,250 00
NIA
Cash
(or the PALS Gala
PALS Program
12 Dow Drive
Hillsborough, NJ 08844
35-2334489
501(c)(3)
$750 00
NIA
Cash
for the PALS Gala
PALS Program
12 Dow Drive
Hillsborough, NJ 08844
35-2334489
501(c)g3)
$1,250 00
NIA
Cash
NIA
tor the PALS Gala
Young Americans for Liberty Foundation
PO Box 2751
Arlington, VA 22202
45-3503672
501(c)(3)
$139,500 00
NIA
Cash
jtor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00048
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and Indwduals In the US.
Part II, Grants to Organizations and Governments in the U5.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSIstance
Purpose of
Grant or
A55istance
23
Acton Institute
8 East Fulton Street
Grand Raplds, Ml 49503
38-2926822
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
302
Harrisburg, PA 17101
23-2473845
501(c)(3)
$300,000 00
NIA
Cash
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000.00
Cash
NIA
for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Surte 400
Washington. DC 20009
13-6223604
501(c)(3)
$3,000 00
Cash
for general operations
Foundation for Teaching Economics
260 Russell Boulevard
SUite B
Dams, CA 95616-3839
51-0183347
501(c)(3)
$3,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3351 Fairfax Drive
SN 1C5
Ar1ington, VA 22201
94-1623852
501(c)(3)
31.000 00
Cash
NIA
for general operations
Leadership
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(c)(3)
$1,500 00
Cash
NIA
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00049
Donors Trust, Inc. 52-2166327 24
I, Grants to Organizations and in the U S
Part II, Grants to Organizations and Governments in the US.
(0) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal. Assistance
other)
Landmark Legal Foundation
19415 Deertield Avenue
Surte 312
Leesburg, VA 20176 51-0203802 501(c)(3) $500 00 Cash NIA for general operations
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201 54-1436224 501(c)(3) $6.000 00 Cash NIA for general operations
National Right to Work Legal Defense
Foundation, Inc.
8001 Braddock Road
Springfield, VA 22160-0002 59-1588825 501 $2,500 00 NIA Cash NIA for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316 95-3298239 501(c)(3) $3,000 00 Cash NIA for general operations
State Policy Network
1655 Nonh Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $1,250 00 NIA Cash NIA for general operations
Becket Fund for Religious Liberty
1200 New Hampshire Avenue. NW
Sune 700
Washington. DC 20036 52-1858532 501(c)(3) $5,000 00 Cash NIA for general operations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203 48-0891418 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Human Rights Foundation
350 Fifth Avenue
Surte 4515
New York, NY 10118 20-2669700 501(c)(3) $10,000 00 NIA Cash NIA tor the Free Speech Proiect
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00050
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and In the U 8
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
ASSistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
ASSistance
25
Judicial Education Project
3007 F Street, NW
DC 20007
20-2466871
501(c)(3)
$25,000 00
NIA
Cash
itor general operatlons
Project Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$2,150 00
Cash
NIA
for general operations
Catholic Association Foundation
3007 P Street. NW
Washington. DC 20007
20-2387967
501(c)(3)
$10,000 00
Cash
for general operations
Consumers' Research, Inc.
1801 F Street NW
Washington, DC 20006
22-1500498
501(c)(3)
$10,000 00
Cash
for general operetrons
Young Americans for Liberty Foundation
PO Box 2751
Arlington, VA 22202
45-3503672
501(c)(3)
$150,000 00
NIA
Cash
NIA
"or general operations
Asante Africa Foundation
1334 Carlton Place
Livermore, CA 94550
71-1010614
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Asante Africa Foundation
1334 Carlton Place
Livermore, CA 94550
71-1010614
501(c)(3)
$20,000 00
NIA
Cash
NIA
protect
ltor the Jeremy Academy
of Colorado Foundation
1305 Avenue
Boulder, CO 80302
84-604981 1
501(c)(3)
$10,000 00
NIA
Cash
NIA
Scholar in Conservative
Thought program
tor the CU-Boulder ViSiting
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00051
Donors Trust, Inc 52-2166327
I. Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701
74-2524057
501(c)(3)
$200,000.00
Cash
NIA
for general operatlons
Federalist Society
1015 18th Street, NW
425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$10,000 00
NIA
Cash
NIA
"or general operations
Independent Women's Forum
1875 I Street, NW
500
Washington, DC 20006
54-1670627
501(c)(3)
$50,000 00
Cash
NIA
for general operations
Manhattan Institute for Policy Research
2 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support the Alexander
Hamilton Dinner on May 12.
2014
Mountain States Legal Foundation
2596 South Lewrs Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$500 00
Cash
NIA
tor the 2nd Amendment
project
Center for Indivrdual Rights
1233 20th Street, NW
Surte 300
Washington, DC 20036-1609
52-1600481
501(c)(3)
$60,000 00
NIA
Cash
NIA
Ltor general operations
Wounded Warrior Proiect, Inc
PO Box 758541
Topeka, KS 66675-8541
20-2370934
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Marijuana Policy Preject Foundation
PO Box 77492
Washington. DC 20013
52-1 97521 1
501(c)(3)
$6,000 00
NIA
Cash
NIA
for the Texas Project
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00052
Donors Trust, Inc 52-2166327 27
I, Grants to Organizations and IndVIduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal,
other)
Movmg Picture Institute
375 Street
New York, NY 10013 20-3237801 501(c)(3) $5,000 00 Cash NIA for general operations
Judicml Education Preject
3007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $10,000 00 Cash NIA for general operations
JudlClaI Education Preject
3007 F Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $740,000.00 NIA Cash for general operatlons
Catholic Association Foundation
3007 P Street, Nw
Washington. DC 20007 20-2387967 501 $35,000 00 NIA Cash NIA for general operations
American Media Institute
PO Box 2847
Potomac Station
Alexandria, VA 22301-9998 46-0551578 501(c)(3) $49,500 00 Cash NIA Itor general operatlons
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857806 501(c)(3) $12,000 00 NIA Cash NIA for general operations
Samasource, Inc
2017 Missmn Street
301
San Francisco, CA 94110 26-2547062 501(c)(3) $15,000 00 Cash NIA for Samahope
Commonwealth Foundation for Public Pollcy
Alternative
225 State Street
302
Harrisburg, PA 17101 23-2473845 501(c)(3) $50,000 00 NIA Cash for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00053
Donors Trust, Inc 52-2166327 28
l, Grants to Organizations and IndVIduaIs in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, Assistance Assistance
other)
Discovery Institute
208 Columbia Street
Seattle, WA 98104 91-1521697 501(c)(3) $250,000 00 NIA Cash NIA Itor general operatlons
Federalist Society
1015 18th Street. NW
425
Washington, DC 20036-5221 36-3235550 501(c)(3) $650,000 00 Cash NIA tor general operations
Center for Indiwdual Rights
1233 20th Street. NW
Smte 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Human Rights Foundation
350 Fifth Avenue
Suite 4515 for a fellowship to support the
New York, NY 10118 20-2669700 501(c)(3) $19,000 00 NIA Cash NIA work of Emma Bawer
Human Rights Foundation
350 Avenue for general operations in honor
Sutte 4515 of Nico Sell 8. her colleagues
New York, NY 10113 20-2669700 501(c)(3) $10,000 00 Cash MA at
Human Rights Foundation
350 Fifth Avenue
Sum 4515
New York, NY 10118 20-2669700 501(c)(3) $6,000 00 NIA Cash NIA tor the Free Speech proiect
Human Rights Foundation
350 Fifth Avenue for research software
Sum 4515 expenses for the Free Speech
New York, NY 10118 20-2669700 501(c)(3) $16,000 00 NIA Cash NIA project
National Dance Institute
Center for Learning 8. the Arts
217 West 147th Street
New York, NY 10039 13-2890779 501(c)(3) $10,000 00 Cash NIA [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00054
Donors Trust, Inc. 52-2166327 29
l, Grants to Organizations and in the us.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
ame and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Government Applicable ASSistance appraisal, Assistance Assistance
other)
Consumers' Research. Inc.
1001 F Street NW
DC 20006 22-1500498 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Henry Jackson Society, Inc.
Millbank Tower
21-24 Millbank
London, SW1P 4QP, UK 46-1190785 501(c)(3) $20,000 00 Cash NIA for general operations
Oregon Capital Watch Foundation
4181 Cascade Highway SE
Sublimity, OR 97385 80-0711747 501(c)(3) $250,000 00 Cash NIA for general operations
Arizona State UniverSIty Foundation
ASU Origins Protect
PO Box 871902
Tempe, AZ 85287-1902 86-6051042 501(c)(3) $13,000 00 NIA Cash for the ASU Origins Protect
Government Accountability Institute
PO Box 12594
Taller FL 32317 454681912 501(c)(3) $500,000 00 NIA Cash NIA for general operations
Daily Caller News Foundation
1050 17th Street NW
Suite 900
Washington, DC 20035 45-2922471 501(c)(3) $25,000.00 NIA Cash for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW to supplement the scholarship
Suite 400 for Diego Alejandro Zuluaga
Washington, DC 20009 . 136223604 501(c)(3) $1,000 00 Cash Zuluaga
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701 74-2524057 501(c)(3) $50,000 00 NIA Cash for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00055
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and IndViduals in the US.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
Center tor Independent Employees
0 Box 2421
Spartanburg, SC 29304
26-0005176
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operatlons
Taxpayer Foundation of Oregon
PO Box 23573
Tigard. OR 97281
93-1321063
501(c)(3)
$250,000 00
NIA
Cash
NIA
for general operations
JudiCial Education Preject
3007 P Street. NW
Washington, DC 20007
20-2466671
501(c)(3)
$370,000 00
Cash
NIA
for general operations
Protect Liberty, Inc
9 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$100,000 00
Cash
NIA
ifor the Preject on Fair
Representation
Catholic Assomation Foundation
3007 P Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Doe Fund
232 East 84th Street
New York. NY 10028-2902
13-3412540
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Donors Capital Fund
PO Box 1305
Alexandria, VA 22313
54-1934032
501(c)(3)
$24,044 93
NIA
Cash
NIA
for general operations
WHWG Initiative for Studying Public Policy
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
26-2432747
501(c)(3)
$5.100 00
NIA
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00056
Donors Trust. Inc 52-2166327
I. Grants to Organizations and IndViduals In the U.S.
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(17)
EIN
(C)
IRC
Section if
Applicable
(9)
Amount of Amount of Method of Description of Purpose of
Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Assistance appraisal, A55istance Assistance
other)
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
$1.000 00 Cash tfor general operations
Foundation for Teaching Economics
260 Russell Boulevard
Suite B
DaVis. CA 95616-3839
51-0183347
501(c)(3)
$1.000 00 NIA Cash NIA for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1 .000 00 NIA Cash NIA for general operations
Institute tor Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington. VA 22201
94-1623852
501(c)(3)
$1.000 00 Cash NIA Ifor general operations 1
Institute for Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington. VA 22201
94-1623852
501(c)(3)
$5.000 00 Cash NIA for general operations
institute for Humane Studies
3434 Washington Boulevard
MS 1C5
Artington. VA 22201
94-1623852
501(c)(3)
$25.000 00 NIA Cash NIA tor the area at highest need
Mackinac Center for Public Policy
140 West Main Street
Midland. MI 48640-0568
38-2701547
501(c)(3)
$200 00 NIA Cash tor general operations
Philanthropy Roundtable
1730 M Street. NW
601
Washington. DC 20036
13-2943020
501(c)(3)
$1.000 00 Cash NIA [for general operations
Schedule l (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00057
Donors Trust, Inc 52-2166327
l, Grants to Organizations and In the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
A55istance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
32
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701
74-2524057
501(c)(3)
$12,000 00
NIA
Cash
NIA
for the Education and Capital
Campaign
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 85004
86-0597661
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203
48-0891418
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Center for Indiwdual Rights
1233 20th Street, NW
Suite 300
Washington. DC 20036-1609
52-1600481
501(c)(3)
$325,000 00
NIA
Cash
NIA
for general operations
College
33 East College Street
Ml 49242
38-1374230
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Maniuana Policy Proiect Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$35,000 00
NIA
Cash
NIA
tor the Vermont proiect
Franklin Center
1229 King Street
3rd Floor
Alexandria. VA 22314
2641066298
501(c)(3)
$50,000 00
Cash
NIA
Itor the area of highest need
Catholic AssoCIation Foundation
3007 P Street. NW
Washington. DC 20007
20-2387967
501(c)(3)
$130,000 00
Cash
NIA
"or general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00058
Donors Trust. Inc. 52-2166327 33
I, Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance Asmstance
other)
National Council for Adoption
225 North Washington Street
Alexandria, VA 22314-2561 75-1721671 501 $25,000 00 Cash NIA for general operations
Minding Your Mind
42 West Lancaster Avenue
Second Floor
Ardmore, PA 19003 20-8448707 501(c)(3) $10,000.00 Cash NIA ltor general operations
National Park Foundation
PO Box 96591 itor the Flight 93 National
Washington, DC 20090-6591 52-1086761 501(c)(3) $10,000 00 NIA Cash Memorial
Clare Boothe Luce Policy Institute
112 Elden Street
Sune P
Hemdon, VA 20170 54-1672138 501(c)(3) $2,500 00 NIA Cash NIA Ifor general operations
Commonwealth Foundation for Public Policy
Altemative
225 State Street
Sune 302
Hamsburg, PA 17101 23-2473845 501(c)(3) $135,000 00 NIA Cash NIA for general operations
Capital Research Center
1513 16th Street, NW
Washington, DC 20036-1480 52-1289734 501(c)(3) $1,500 00 Cash NIA for general operations
Independence Institute
727 East 161h Avenue
Denver, CO 80203 84-0990300 501(c)(3) $1,500 00 NIA Cash NIA for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $2,000 00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00059
Donors Trust, Inc 52-2166327 34
1, Grants to Organizations and IndViduals in the US
Part II, Grants to Organizations and Governments in the U.S.
(C) 19)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable As5istance appraisal, A55istance A55istance
other)
Mackinac Center for Public Policy
140 West Main Street
Midland, MI 48640-0568 38-2701547 501(c)(3) $1,500 00 NIA Cash NIA for general operatlons
South Carolina Policy Councn
1323 Pendleton Street
Columbia, SC 29201-3715 57-0835744 501(c)(3) $25,000 00 NIA Cash NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $2,000 00 NIA Cash tor generamerations
Center tor IndiVIdual Rights
1233 20m Street, NW
Suite 300 .
Washington, DC 20036-1609 52-1600481 501(c)(3) $175,000.00 NIA Cash NIA for general operations
Free To Choose Network, Inc
2002 Filmore Avenue
Suite 1
Erie, PA 16506 52-1455677 501(c)(3) $500 00 NIA Cash NIA for general operations
American Majority
PO Box 87
VA 20134 26-1501154 501(c)(3) $47,500 00 NIA Cash NIA for general operations
Judicial Education Preject
3007 P Street, NW
Washington, DC 20007 20-2465871 501(c)(3) $20,000 00 NIA Cash NIA for general operations
American Principles
1130 Connecticut Avenue NW
Snite 425
Washington, DC 20036 264442148 501(c)(3) $100,000 00 NIA Cash for general Qerations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00060
Donors Trust, Inc 52-2166327 35
I. Grants to Organizations and IndVIduaIs In the US.
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable ASSIstance appraisal, A55istance As5istance
other)
Daily Caller News Foundation
1050 17th Street NW
900
Washington, DC 20036 45-2922471 501(c)(3) $15,000 00 Cash for general operations
Hispanic American Center for Economic
Research
PO Box 9925
McLean, VA 22102 541901356 501(c)(3) $35,000 00 NIA Cash NIA for general operations
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Sune 110 G
Washington, DC 20007 26-4029303 501(c)(3) $52,000 00 NIA Cash NIA for general operations
Institute for Faith, Work, Economics
8400 Westpark Drive
Smte 100
McLean, VA 22102 45-2481867 501(c)(3) $500,000 00 Cash for general operations
Cause of Action
1919 Avenue NW
Snite 650
Washington, DC 20006 452805977 501 $1,000,000 00 Cash NIA tor general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Acton Institute
98 East Fulton Street to inVite Chinese participants
Grand Rapids, MI 49503 38-2926822 501(c)(3) $10,000 00 NIA Cash MA to Acton Universny In 2014
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3) $300,000 00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00061
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
AsSIStance
lh)
Purpose of
Grant or
A55istance
Cato Institute
1000 Massachusetts Avenue. NW
DC 20001-5403
23-7432162
501(c)(3)
$50,000 00
NIA
Cash
NIA
for the Transparency Proiect-
Wiklpedlan
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$1,000 00
Cash
NIA
tor general operations
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$500 00
Cash
NIA
tor the Chapman Institute
project
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-31 36961
501(c)(3)
$1,000 00
NIA
Cash
NIA
for the Legacy proiect
Foundation for Economic Education
1718 Peachtree Street, NW
1048
Atlanta, GA 30309
1 3-6006960
501(c)(3)
$250 00
NIA
Cash
for general operations
Federalist Seeiety
1015 18m Street, NW
425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$2,500 00
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Sune 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$150 00
NIA
Cash
NIA
ifor general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 105
Arlington, VA 22201
94-1623852
501(c)(3)
$150 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00062
Donors Trust. Inc. 52-2166327
l. Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EN
(6)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
37
Mountain States Legal Foundation
2596 South Way
Lakewood. CO 80227
84-0736725
501(c)(3)
$500 00
Cash
for the 2nd Amendment
project
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$1,000 00
NIA
Cash
NIA
tor general operations
Center for lndiwdual Rights
1233 mm Street. NW
Suite 300
Washington. DC 20036-1609
52-1600481
501(c)(3)
$40,000 00
NIA
Cash
NIA
for general operations
Grassroot Institute at Hawail
335 Merchant Street
#3377
Honolulu. HI 96801
99-0354937
501(c)(3)
$2,000 76
Cash
NIA
for development
Freedom Works Foundation
400 North Capitol Street. NW
Smte 765
Washington. DC 20001-1564
52-1526916
501(c)(3)
$1,000 00
Cash
NIA
"or general operations
Maniuana Policy Proiect Foundation
236 Massachusetts Avenue. NE
Suite 400
Washington. DC 20002
52-197521 1
501(c)(3)
325.000 00
NIA
Cash
NIA
for general operations
Maniuana Policy Preject Foundation
236 Massachusetts Avenue. NE
Suite 400
Washington. DC 20002
52-197521 1
501(c)(3)
$6.000 00
Cash
for the Texas Protect
Students for Liberty
1101 17th Street. NW
Suite 810
Washington. DC 20036
94-3435899
501(c)(3)
31.000 00
Cash
NIA
itor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00063
Donors Trust, Inc 52-2166327 38
I, Grants to Organizations and IndVIduals in the US
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable ASSIstance appraisal, Assmtance A55istance
other)
Imagine Science Films
18 Bridge Street
Suite SJ
Brooklyn, NY 11201 80-0215101 501 $10,000 00 Cash NIA for general operatlons
Liberly Science Center
Liberty State Park
222 Jersey City Boulevard
Jersey City, NJ 07305 22-2302253 501(c)(3) $6,000 00 Cash (or general operations
American Media Institute
PO Box 2847
Potomac Station
Alexandria, VA 22301-9998 46-0551578 501(c)(3) $200,000 00 NIA Cash NIA for general operatlons
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857805 501(c)(3) $12,000.00 NIA Cash NIA for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $4,000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000 00 NIA Cash NIA (or general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400 for a summer fellowship tor an
Washington, DC 20009 13-6223604 501(c)(3) $3,000 00 NIA Cash Ear1ham College student
Institute for Justice
901 North Glebe Road
Snite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $1,000 00 Cash for general operatlons
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00064
Donors Trust. Inc. 52-2166327 39
I. Grants to Organizations and IndVIduals in the U S.
Part II. Grants to Organizations and Governments in the US.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable ASSIStance appraisal. ASSistance
other)
Texas Public Policy Foundation
901 Congress Avenue
Austln. TX 78701 74-2524057 501(c)(3) 524.750 00 Cash NIA for general operatlons
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004 86-0597661 501(c)(3) $5.000 00 Cash NIA for general operations
lntemational Soctety tor Liberty
835 West Wamer Road
#101-617 for the Language of Liberty
Gilbert. AZ 85233 54-1512492 501(c)(3) $500 00 NIA Cash NIA Camp Fund
Students for Liberty
1101 17th Street. NW
Snite 810
Washington. DC 20036 94-3435899 501(c)(3) $1.000 00 NIA Cash NIA for general operations
JudICIal Education
3007 P Street. NW
Washington. DC 20007 20-2466871 501(c)(3) $345.000 00 NIA Cash NIA for general operations
American Media Institute
PO Box 2847
Potomac Station
Alexandria. VA 22301-9998 46-0551578 501(c)(3) $25,000 00 Cash NIA for general operations
Daily Caller News Foundation
1050 17th Street NW
Surte 900
Washington. DC 20036 45-2922471 501(c)(3) $20.000 00 Cash NIA for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) $15,000 00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00065
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
ASSIStance
Purpose of
Grant or
40
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
23-2473845
501mm
$200,000 00
Cash
for general operations
Hamsbug; PA 17101
Center for Security Policy
1901 Avenue, NW
201
Washington, DC 20006
52-1601976
501(c)(3)
$75,000 00
Cash
NIA
ttor general operations
Foundation tor Economic Education
1718 Peachtree Street, NW
Snite 1048
Atlanta, GA 30309
1 3-6006960
501(c)(3)
$75,000 00
NIA
Cash
for general operations
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$25,000 00
Cash
for general operatlons
Hudson Institute
1015 15th Street, NW
Surte 600
Washington, DC 20005
13-1945157
501(c)(3)
$35,000 00
NIA
Cash
NIA
Fame at the Center for
Amenrzn Culture
to support the work of John
Institute tor Humane Studies
3434 Washington Boulevard
MS 105
Arlington, VA 22201
94-1623852
501(c)(3)
$200,000 00
Cash
NIA
for general operations
JudiCial Watch
425 Third Street. SW
800
Washington. DC 20024
52-1885088
501(c)(3)
$1,000 00
Cash
NIA
Jtor general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
$1,000 00
Cash
NIA
Jtor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00066
Donors Trust, Inc. 52-2166327 41
l I, Grants to Organizations and in the US
Part II, Grants to Organizations and Governments in the U.S.
(0) 18) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assmtance appraisal, Assistance Assistance
other)
Center for Rights
1233 20th Street. NW
Snite 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000 00 Cash NIA for general operations
1 Free To Choose Network, Inc
l 2002 Filmore Avenue
l
Surte 1
1 Erie, PA 16506 52-1455677 501(c)(3) $150,000 00 NIA Cash NIA for I22it org
I Families Against Mandatory Minimums
1 Foundation
1100 H Street, NW
Surte 1000
2 Washington, DC 20005 52-1750246 501(c)(3) $25,000 00 Cash for general operations
I College
300 Nonh Street
I Campus Box 423 In support student
PA 17325 23-1352641 501(c)(3) $7.500 00 NIA Cash NIA scholarships
Protect Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $10,000 00 NIA Cash for general operations
Proiect Liberty, Inc
109 North Henry Street for the Project on Fair
Alexandria, VA 22314-2903 27-3542181 501(c)(3) $25,000 00 NIA Cash NIA Representation
Catholic Association Foundation
3007 P Street, NW
WashIngton. DC 20007 20-2387967 501(c)(3) $29,000 00 NIA Cash NIA for general operations
ActRight Legal Foundation
209 West Main Street
Plainfield, IN 46168-1117 454355641 501(c)(3) $250,000 00 NIA Cash for generalgperations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00067
Donors Trust, Inc 52-2166327 42
I, Grants to Organizations and In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address Of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance
other)
Center for Class Action Fairness
1718 M Street, NW
#236
Washington, DC 20036 45-5119142 501(c)(3) $25,000 00 NIA Cash for general operations
Consumers' Research, Inc
1801 F Street NW
Washington, DC 20006 22-1500498 501(c)(3) $10,000 00 NIA Cash NIA Lfor general operations
Center for Union Facts
1090 Vermont Avenue, NW
Suite 800
Washington, DC 20005 204036946 501(c)(3) $44,000 00 Cash NIA torgeneral operations
Commonwealth Foundation for Public Policy
Altemative
225 State Street
Sutte 302
Harrisburg, PA 17101 23-2473845 501(c)(3) $250,000 00 Cash "or general operations
Center for lndiVidual Rights
1233 201h Street. NW
Suite 300
Washington, DC 20036-1609 52-1600481 501 $25,000 00 NIA Cash NIA tor general operations
Human Rights Foundation
350 Fifth Avenue
Surte 4515
New York, NY 101 18 20-2669700 501(c)(3) $1,000 00 Cash for general operations
Vanderbilt
205 Kirkland Hall for the Scholars
TN 37240 62-0476822 501(c)(3) $350,000 00 NIA Cash program
UCLA Foundation
clo Nancy Blumstein to support a course and/or
405 Hilgard Avenue concentration on the history of
Los Angeles. CA 90089 95-2250801 501(c)(3) $50,000 00 NIA Cash NIA zcapitallsm
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00068
Donors Trust, Inc. 52-2166327 43
I, Grants to Organizations and Indwduals in the US
Part II, Grants to Organizations and Governments in the us.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance A55istance
other)
Judicial Education Proiect
3007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $30,000 00 NIA Cash NIA tor general operatlons
Partnership for America Foundation
1747 Avenue, NW
Sune 1000
Washington, DC 20006 27-3640166 501(c)(3) $100,000 00 NIA Cash NIA for general operations
College of the Ozarks
P 0 Box 17
Point Lookout, MO 65726 M556862 501(c)(3) $8,000 00 Cash NIA for general operations
National Constitution Center
525 Arch Street
Philadelphia, PA 19160 23-2434447 501(c)(3) $30,000 00 NIA Cash NIA for IQ2US Debate sponsorship
Atlas Economic Research Foundation
1201 L Street, Nw
2nd Floor to support Econ Journal
Washington, DC 20005 94-2763845 501(c)(3) $15,000 00 Cash NIA Watch. edited by Dan Klein
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $5,000 00 NIA Cash NIA Itor general operations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Harrisburg, PA 17101 23-2473845 501(c)(3) $750 00 Cash for the area at highest need
Center for Security Policy
1901 Avenue, NW
SUite 201
Washington. Dc 20006 52-1601976 501(c)(3) $1,000 00 NIA Cash NIA [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00069
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals in the US.
Part II, Grants to Organizations and Governments in the U5.
(C)
Name and Address of EIN IRC Amount of
Organization or Section if Cash Grant
Government Applicable
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
44
Federalist Socrety
1015 18m Street, NW
mm 425
Washington, DC zooae5221 501(c)(3) $150,00000
NIA
Cash
NIA
tor general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $1,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $15,000 00
Cash
NIA
tfor the proiect to suppon
article placement in El Sueno
Amencano
Institute for Justice
901 North Glebe Road
Suite 900
Adington. VA 22203-1854 52-1744337 501 $5,000 00
NIA
Cash
NIA
for general operations
Mackinac Center for Public Policy
140 West Main Street
Midland, MI 48640-0568 38-2701547 501(c)(3) $50,000 00
NIA
Cash
NIA
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 501(c)(3) $5,000 00
Cash
NIA
for general operations
Media Research Center
1900 Campus Commons Drive
Sune 600
Reston, VA 20191 54-1429009
501(c)(3) $5,000 00
NIA
Cash
NIA
for the Going to Trial proiect
Mountain States Legal Foundation
2596 South Way
Lakewood, CO 80227
84-0736725 501(c)(3) $500 00
Cash
NIA
for the 2nd Amendment
protect
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00070
Donors Trust, Inc. 52-2166327 45
I, Grants to Organizations and Indwduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
National Center for Policy Analy5is
PO Box 741175
Dallas. TX 75374-1175 75-1804932 501(c)(3) $5,000 00 NIA Cash NIA for general operatlons
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3) $3,000 00 NIA Cash NIA for general operations
Pacmc Research Institute
One Embarcadero Center
350
San Francisco, CA 94111 94-2528433 501(c)(3) $1,000 00 Cash for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501 $5,000 00 Cash NIA for general operations
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701 74-2524057 501(c)(3) $50,000 00 NIA Cash NIA for general operations
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 85004 86-0597661 501(c)(3) $1,000 00 Cash for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801 99-0354937 501(c)(3) $2,000 76 Cash NIA for development
Manjuana Policy Protect Foundation
Po Box 77492
Washington, DC 20013 52-1975211 501(c)(3) $6,000 00 Cash NIA lfor the Texas prolect
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00071
Donors Trust, inc. 52-2166327
l, Grants to Organizations and IndVIduals in the U.S.
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV,
appraisal.
other)
Description of
Non-Cash
A55istance
Purpose of
Grant or
ASSIstance
46
Fnends of Israel Center for Social Economic
Progress
100 Front Street
Sune 945
West Conshohocken. PA 19428
13-3129249
$5,000 00
NIA
Cash
NIA
for general operations
Lake Forest College
555 North Sheridan Road
Lake Forest. IL 60045
36-2 1 67770
501(c)(3)
$8.000 00
NIA
Cash
NIA
for general operations
Brookings Institution
1775 Massachusetts Avenue. NW
Washington. DC 20036
53-0196577
501(c)(3)
$15,000 00
NIA
Cash
tor the Governance Studies
Program's marijuana policy
protect
Franklin Center
1229 King Street
3rd Floor
Alexandria. VA 22314
264066298
501(c)(3)
$40,000 00
Cash
NIA
for general operations
Proiect Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
55-0857806
501(c)(3)
$12,000 00
NIA
Cash
for general operations
PALS Program
12 Dow Drive
Hillsborough. NJ 08844
35-2334489
501(c)(3)
$1,500 00
NIA
Cash
NIA
tor the Howard Fund, in
memory of Myrna Snider
Thomas
Judiclal Education Proiect
3007 P Street. NW
Washington. DC 20007
20-2466871
501(c)(3)
$500,000 00
NIA
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00072
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and In the US.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV,
appraisal.
other)
(0)
Description of
Non-Cash
A55istance
Purpose of
Grant or
As5istance
America's Future Foundation
1513 16th Street. NW
DC 20036
52-1928321
501(c)(3)
35.000 00
NIA
Cash
NIA
tor the area at highest need
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$2,700 00
NIA
Cash
NIA
tor Acton Universny
Scholarships
Clare Boothe Luce Policy Institute
112 Elden Street
Sune P
Hemdon, VA 20170
54-1672138
501(c)(3)
$2.000 00
NIA
Cash
for the area of highest need
Federalist Scalety
1015 18m Street, NW
425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$50,000.00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$50,000 00
NIA
Cash
NIA
lor the area ot highest need
Texas Public Policy Foundation
901 Congress Avenue
Austin. TX 78701
74-2524057
501(c)(3)
$100,000 00
NIA
Cash
NIA
tor the Liberty Action Agenda
Center for Indiwdual Rights
1233 20th Street, NW
Suite 300
Washington. DC 20036-1609
52-1600481
501(c)(3)
$10,000 00
NIA
Cash
NIA
liar general operations
Foundation for Indiwdual Rights in Education
(FIRE)
170 South lndependence Mall West
Surte 510
Philadelphia. PA 19106
04-3467254
501(c)(3)
55.000 00
NIA
Cash
NIA
for the Annual Fund, to
support the Summer Intern
Program
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00073
Donors Trust, Inc 52-2166327
I, Grants to Organizations and in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Assistance
48
lntematronal Policy Network US, Inc
clo Ms Wagner, Heritage Foundatlon
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
52-2363626
501 (exit)
$1,000 00
Cash
NIA
Itor the area of highest need
Market Research Foundation
4153 Chain Bridge Road
Fairfax, VA 22030
20-4155641
501(c)(3)
$600,000 00
NIA
Cash
NIA
for general operations
Students for Liberty
1101 17th Street, NW
Suite 810
Washington, DC 20036
94-3435899
501(c)(3)
$5,000 00
Cash
for general operations
Catholic Assocration Foundation
3007 P Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$78,000 00
Cash
for general operations
Consumers' Research, Inc
1801 F Street NW
Washington, DC 20006
22-1500498
501(c)(3)
$10,000 00
Cash
for general operations
Austin Institute for the Study of Famrly and
Culture
1611 West Avenue
Austin, TX 78701
46-2082757
501(c)(3)
$75,000 00
NIA
Cash
MA
to support a Social Science
Survey
St John Vranney School
6200 South Orange Blossom Trail
Orlando, FL 32809
53-0196617
501(c)(3)
$10,000 00
NIA
Cash
for the Annual Fund
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
13-6223604
501(c)(3)
$20,500 00
Cash
for Nepalese student
scholarships tor
Professor Andrew P Morriss
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00074
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
49
(9)
Description of Purpose of
Non-Cash Grant or
A55istance A55istance
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$1,000 00
NIA
Cash
for the tlscal year end appeal
ERC
2048 Analy5is Drive
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$7.000 00
NIA
Cash
NIA for general operations
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
$10,000 00
Cash
NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Sune 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$35,000 00
NIA
Cash
for the area of highest need
Foundation for Indiwdual Rights in Education
(FIRE)
170 South Independence Mall West
Snite 510
Philadelphia, PA 19106
04-3467254
501(c)(3)
$10,000 00
Cash
NIA for general operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
$10,000.00
Cash
NIA for general operations
Marijuana Policy Protect Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$5,000 00
Cash
tor general operations
American Majority
PO Box 87
urceIIVIlle, VA 20134
26-1501154
501(c)(3)
$62,500 00
Cash
NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00075
Donors Trust, Inc. 52-2166327
1, Grants to Organizations and in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
1d)
Amount of
Cash Grant
Amount of
Non-Cash
A55istanoe
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
50
Purpose of
Grant or
A55istance
Student Achievement and Advocacy Sewices
1511 16th Street #101
Santa Monica. CA 90404-3347
52-2237872
501
$10,000 00
NIA
Cash
tor the Adventures of the Mind
program
The Moth Center for the Spoken
Word, Inc)
481 Broadway
3rd Floor
New York, NY 10013-2662
13-3860953
501(c)(3)
$7,000 00
Cash
NIA
tor general operations
Project
64 Linnaean Street
Cambridge, MA 02138
54-2195079
501(c)(3)
$7,000.00
Cash
itor general operations
Buckeye institute
88 East Broad Street, Suite 1120
Columbus, OH 43215-3506
31-1278593
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Watch
425 Third Street, SW
Suite 800
Washington, DC 20024
52-1885088
501(c)(3)
$25,000 00
Cash
for general operations
State Policy Network
1655 North Fort Myer Drive
360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$437,599 28
NIA
Cash
for the "Freedom is project
Center for IndIVIdual Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609
52-1600481
501(c)(3)
$86,000 00
NIA
Cash
NIA
tor general operations
Human Rights Foundation
350 Fifth Avenue
Stiite 4515
New York, NY 10118
20-2669700
501(c)(3)
$30,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00076
Donors Trust, Inc 52-2166327 51
I, Grants to Organizations and In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A53istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
A55istance
Human Rights Foundation
350 Fifth Avenue
Sune 4515
New York. NY 10118
20-2669700
501(c)(3)
$17,500 00
NIA
Cash
NIA
tor a fellowship to support the
work of Bmce Bawer
Judicial Education Preject
3007 P Street. NW
Washington, DC 20007
20-2466871
501(c)(3)
$500,000 00
Cash
NIA
for general operations
Protect Veritas
1214 Boston Post Road #145
Mamaroneck. NY 10543
27-2894856
501(c)(3)
349.500 00
NIA
Cash
NIA
for general operations
Proiect Liberty. Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$62,620 00
Cash
NIA
tor the research initiative
Catholic Assomation Foundation
3007 F Street, NW
Washington, DC 20007
20-2387967
501(c)(3)
$20,000 00
NIA
Cash
NIA
for general operations
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201
54-1436224
501(c)(3)
$1,500,000 00
NIA
Cash
for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington. DC 20036
53-0218495
501(c)(3)
$5,000 00
Cash
NIA
to support the 2014 Annual
Dinner
Federalist Society
1015 18th Street, NW
Sune 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$650,000 00
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00077
Donors Trust. Inc. 52-2166327 52
I, Grants to Organizations and lndVIduals in the U 5.
Part ll, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assmtance ASSIstance
other)
Center for lndiVidual Rights
1233 201h Street, NW
Smte 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000.00 NIA Cash NIA for general operations
International Society for Individual Liberty 1 n 11h Sh h
orsuppo o e ang ai
835 West Warner Road
#101-617 Austrian Economics Summit
Gilbert, AZ 85233 544512492 501(c)(3) $5,000 on NIA Cash NIA directed by Ll Schoolland
Protect Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $25,000 00 NIA Cash NIA for general operations
Protect Liberty. Inc
109 North Henry Street for the Project on Fair
Alexandria, VA 22314-2903 27-3542181 501(c)(3) $200 00 Cash NIA Representation
Think Freely Media, Inc
do Mr John Tillman
190 S LaSalle Street, Suite 1500
Chicago. IL 60603 27-1110796 501(c)(3) $175,000 00 NIA Cash NIA for general operations
Consumers' Research, Inc
1801 F Street NW
Washington. DC 20006 22-1500498 501(c)(3) $10,000 00 Cash NIA for general operations
WHWG Initiative for Studying Public Policy
1025 Thomas Jefferson Street, NW
Sune 110 G
Washington, DC 20007 26-2432747 501(c)(3) $3.900 00 Cash NIA tor the area of highest need
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) $25,000 00 NIA Cash NIA for general oarations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00078
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and IndVIduaIs In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
ASSistance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assmtance
Purpose of
Grant or
Assistance
Center tor Security Policy
1901 Avenue. NW
201
Washington, DC 20006
52-1601976
501(c)(3)
$50,000 00
Cash
NIA
it'or general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$200 00
NIA
Cash
NIA
for general operations
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$250,000 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
1718 Peachtree Street, NW
Suite 1048
Atlanta, GA 30309
13-6006960
501(c)(3)
$100.00
Cash
NIA
for general operations
Federalist Scolety
1015 18th Street. NW
Sune 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$1.000 00
NIA
Cash
NIA
Itor general operations
Federalist Society
1015 181h Street. NW
Suite 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$100 00
Cash
NIA
tor general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$12,500 00
Cash
NIA
itor a fellowship to support the
work of Naomi Riley
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$1,000 00
Cash
NIA
ltor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00079
Donors Trust. Inc 52-2166327 54
I, Grants to Organizations and IndViduaIs In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(9) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $10,000 00 NIA Cash tor the area of highest need
Institute for Justice
901 North Glebe Road
900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $200 00 NIA Cash NIA for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington, VA 22201 94-1623852 501(c)(3) $100 00 NIA Cash NIA for general operations
Mercatus Center. GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201 54-1436224 501(c)(3) $100 00 NIA Cash NIA for general operations
Mountain States Legal Foundation
2596 South Way
Lakewood. CO 80227 84-0736725 501(c)(3) $500.00 NIA Cash NIA tor the 2nd amendment project
National Right to Work Legal Defense
Foundation. Inc
8001 Braddock Road
Springneld, VA 22160-0002 59-1588825 501(c)(3) $50,000 00 NIA Cash NIA Ior general operations
Texas Public Policy Foundation
901 Congress Avenue
Austin. TX 78701 74-2524057 501(c)(3) $100 00 NIA Cash for general operations
Grassroot Institute at Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801 99-0354937 501 $2,000 76 Cash [for development
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00080
Donors Trust, Inc 52-2166327
l, Grants to Organizations and IndViduals in the U5.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Section if
Applicable
Amount of
Cash Grant
19)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
55
Americans tor Prosperity Foundation
2111 Wilson Boulevard
350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
$150,000 00
NIA
Cash
NIA
for general operations
Marijuana Policy Preject Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$6.000 00
NIA
Cash
NIA
tor the Texas project
Marijuana Policy Protect Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$25,000 00
Cash
for general operations
First Freedoms Foundation, Inc
PO Box 2545
Brookfield, WI 53008
39-1962608
501(c)(3)
$48,958 82
Cash
NIA
Itor general operations
Students for Liberty
1101 17th Street, NW
810
Washington, DC 20036
94-3435899
501(c)(3)
$100 00
NIA
Cash
NIA
tor general operations
JudICIal Education Proiect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$700,000 00
Cash
NIA
for general operations
Doe Fund
232 East 84th Street
New York, NY 10028-2902
13-3412540
501(c)(3)
$15,000 00
NIA
Cash
NIA
for general operations
Flanda State University Foundation
150A Bellamy Building
150A Bellamy Building
Tallahassee, FL 32306
59-6152180
501(c)(3)
$109,116 00
Cash
NIA
for (4) tour-year
Fellowships in economics
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00081
Donors Trust, Inc 52-2166327
h l, Grants to Organizations and IndVIduals in the US.
Part II, Grants to Organizations and Governments in the 0.8.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(0)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
56
Center for Class Action Fairness
14001-C St Germain Drive
253
Centrewlle, VA 20121
45-5119142
501(c)(3)
$50,000 00
Cash
NIA
Liar general operations
PetConnect Rescue
Po Box 60714
Potomac, MD 20859
55-0857806
501(c)(3)
$12,000 00
Cash
NIA
for general operations
Americans for Prosperity Foundation
2111 VWson Boulevard
Sun 350
Arlington. VA 22201-3097
52-1527294
501(c)(3)
$2,500,000 00
NIA
Cash
NIA
itor general operations
Commonwealth Foundation for Public Policy
Altemative
225 State Street
Suite 302
Harrisburg, PA 17101
23-2473845
501(c)(3)
$240,000 00
Cash
NIA
for general operations
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-3136961
501(c)(3)
$3.000 00
NIA
Cash
NIA
for the area of highest need
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
13-6223604
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Artingion, VA 22203-1854
52-1744337
501(c)(3)
$10,000 00
NIA
Cash
for general operations
Intercollegiate Studies Institute
3901 Road
DE 19807-1938
23-6050131
501(c)(3)
$10,000 00
NIA
Cash
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00082
Donors Trust, Inc. 52-2166327 57
I, Grants to Organizations and Indviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (6) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance A55istance
other)
Judicial Watch
425 Third Street. SW
Suite 800
Washington, DC 20024 52-1885088 501(c)(3) $5,000 00 Cash NIA for general operations
Leadership Institute
1101 North Highland Street
Arlington. VA 22201 51-0235174 501(c)(3) $25,000 00 Cash NIA for general operations
Mackinac Center for Public Policy
140 West Main Street
Midland, MI 48640-0568 38-2701547 501(c)(3) $25,000 00 NIA Cash NIA tor the August opt-out protect
lntemational Somety tor IndiVidual Liberty
p 835 West Wamer Road
i #101-617 tor the Language of Liberty
Gilbert, AZ 85233 54-1512492 501 (exit) $25,000 00 Cash NIA Institute
Commentary,
561 7th Avenue
16th Floor
New York, NY 10018-1816 13-3610041 501(c)(3) $50,000 00 NIA Cash for Commentary magazine
Protect Veritas
1214 West Boston Post Road, #148
Mamaroneck, NY 10543 27-2894856 501(c)(3) $99,000 00 NIA Cash NIA for general operations
Metanexus Institute
252 7th Avenue
Apartment 8X
New York, NY 10001 23-2977021 501(c)(3) $11,000 00 NIA Cash NIA for general operations
Fractured Atlas
248 West 35th Street
10th Floor to support the work at Colleen
New York, NY 10001 11-3451703 501(c)(3) $5,500 00 Cash NIA M Flanlgan
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00083
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
(17)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
ASSistance
Prostate Cancer Foundation
1250 Founh Street
Santa Monlca, CA 90401
95-4418411
501(c)(3)
$10,000.00
NIA
Cash
NIA
for the 2014 Home Run
Challenge
Conservative Agenda Proiect
1025 Thomas Jefferson Street, NW
Smte 110 G
Washington, DC 20007
26-4029303
501(c)(3)
$56,000.00
Cash
NIA
for general operations
Capital Research Center
1513 1Bth Street, NW
Washington, DC 20036-1480
52-1289734
501(c)(3)
$5,000.00
Cash
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
1 3-291 2529
501(c)(3)
$5,000 00
Cash
NIA
to support the publication of
an essay in City Joumal
University of Chicago
1126 East 59th Street
Chicago, IL 60637
36-2177139
501(c)(3)
$100,000 00
NIA
Cash
MA
to suppon the first year of a
fellowship in economics
Drug Policy Alliance
131 West 33rd Street
15th Floor
New York, NY 10001
52-1516692
501(c)(3)
$10,000.00
Cash
NIA
for general operations 1
Flonda Family Resource Center, Inc
8662 Tansy Drive
Orlando, FL 32819
20-2927044
501(c)(3)
$0.00
Cash
for the Shoe Harvest
Dominican Sisters 0! Mary. Mother of the
Eucharist
4597 Warren Road
Ann Arbor, MI 46105
38-3349686
501(c)(3)
$500,000 00
NIA
Cash
NIA
for the Texas Priory proiect
Schedule 1 (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00084
Donors Trust, Inc. 52-2166327 59
l, Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable As5istance appraisal, Assistance Assistance
other)
Pre5ident and Fellows ot Harvard College
Department of Economics
1805 Cambridge Street to suppon the second year of
Cambridge, MA 02138 04-2103580 501(c)(3) $95,852 00 Cash NIA a fellowship in economics
Institute for Faith, Work, Economics
6400 Westpark Drive
Suite 100
McLean, VA 22102 45-2481867 501(c)(3) $525,000 00 NIA Cash NIA for general operations
Cause of Action
1919 Avenue NW
Snite 650
Washington, DC 20006 45-2805977 501(c)(3) $1,500,000.00 NIA Cash NIA for general operations
Columbia Busmess School
3022 Broadway
Room 101 to support the second year of
New York, NY 10027-6902 13-5598093 501(c)(3) $100,000 00 NIA Cash NIA a fellowship in economics
Center for Organizational Research and
Education
1090 Vermont Avenue NW
Suite 800
Washington, DC 20005 26-0006579 501(c)(3) $89,122 95 NIA Cash NIA for the Green Decoys project
Stanford UniverSity
559 Nathan Abbott Way for the Stanford Law School
Stanford, CA 94305-8610 94-1156365 501(c)(3) $100,000 00 NIA Cash Religious Liberty Clinic
New School of Lancaster
935 Columbia Avenue in honor of Kirk Lidell's
Lancaster, PA 17603 23-2611314 501(c)(3) $6,500 00 NIA Cash NIA Birthday
Regents of the UniverSity of California
UCSB Office of Research
3227 Cheadle Hall, 3rd Floor to support the first year of a
Santa Barbara, CA 93106-2050 95-6006145 501(c)(3) $96,951 00 NIA Cash NIA in economics
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00085
Donors Trust, Inc 52-2166327 60
I. Grants to Organizations and Indwduals in the US.
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Asmstance A55istance
other)
Councu for National Policy
1411 K Street, NW
Suite 601
Washington, DC 20003 72-0921017 501(c)(3) $25,000 00 NIA Cash for general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington, DC 20009 13-6223604 501(c)(3) $20,000 00 NIA Cash NIA for general operations
Institute for Justice
901 North Glebe Road
Surte 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $500 00 Cash for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 105
Arlington, VA 22201 94-1623852 501 $500 00 NIA Cash NIA for general operations
Mountain States Legal Foundation
2596 South Lewis Way for the Second Amendment
Lakewood. CO 80227 84-0736725 501(c)(3) $500 00 NIA Cash NIA project
State Policy Network
1655 Nonh Fort Myer Drive
Suite 360 to support the work of Scott
Arlington, VA 22209-3108 57-0952531 $5,000 00 Cash NIA Moody
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu. HI 96801 99-0354937 501(c)(3) $2,000 76 NIA Cash for development
Manjuana Policy Preject Foundation
PO Box 77492
Washington. DC 20013 52-1975211 501(c)(3) 36.000 00 Cash for the Texas project
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00086
Donors Trust, Inc. 52-2166327 61
I, Grants to Organizations and Indviduals in the US.
Part II, Grants to Organizations and Governments in the U5.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, Assistance Assistance
other)
Wyoming Catholic College
PO Box 750
Lander, vw 82520 ass-0434307 501(c)(3) $5,000 on NIA Cash NIA for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857806 501(c)(3) $8,000 00 Cash for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3) $305,000 00 Cash for general operations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Harrisburg, PA 17101 23-2473845 501(c)(3) $50,000 00 Cash for general operations
Media Research Center
1900 Campus Commons Drive
600
Reston, VA 20191 54-1429009 501(c)(3) $7,500 00 MIA Cash for general operations
PERC
2048 Analy5is Drive
Surte A
Bozeman, MT 59718 81-0393444 501(c)(3) $1,000 00 Cash for general operations
Center for Indiwdual Rights
1233 20th Street, Nw
Suite 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $47,000 00 Cash NIA ltor general operations
American Majority
PO Box 87
VA 20134 26-1501 154 501(c)(3) $18,000 00 Cash NIA Ifor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00087
Donors Trust, Inc. 52-2166327 62
I, Grants to Organizations and in the U 3.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance A55istance
other)
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314 264066298 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Smithsonian Institution
Mail Stop 63, Smithsonian
Observatory lor SAO Proposal #1062-
60 Garden Street V101, performed under
Cambridge, MA 02138-1516 53-0206027 501(c)(3) $25,000 00 Cash NIA direction of Dr. VWIlie Soon
Smithsonian Institution
Mail Stop 63, Smithsonian AstrophySical
Observatory )tor SAO Proposal #1062-
60 Garden Street V101. performed under
MA 02138-1516 53-0206027 501(c)(3) $65,000 00 NIA Cash NIA direction of Dr Mike Soon
JudiCIal Education PrOJect
3007 P Street. NW
Washington, DC 20007 20-2466871 501(c)(3) $300,000.00 NIA Cash NIA for general operations
Prolect Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $20,000 00 NIA Cash NIA for general operations
Catholic Association Foundation
3007 F Street, NW
Washington, DC 20007 20-2387967 501(c)(3) $75,000 00 NIA Cash for general operations
Consumers' Research, Inc
1601 F Street NW
Washington, DC 20006 22-1500498 501(c)(3) $10,000 00 Cash NIA for general operations
Americans for Prosperity Foundation
2111 VWlson Boulevard
Sune 350
Arlington, VA 22201-3097 52-1527294 501(c)(3) $2,500,000 00 NIA Cash NIA [for general operations
Schedule l (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00088
Donors Trust, Inc. 52-2166327 63
I, Grants to Organizations and IndVIduals in the US.
Part II, Grants to Organizations and Governments in the us.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance Assistance
other)
The James Partnership
9302-0 Old Keene Mill Road
Burke, VA 22015 26-2521115 501 $150,000 00 NIA Cash NIA for general operations
Florida Family Resource Center. Inc
8662 Tansy Drive
Orlando, FL 32819 20-2927044 501(c)(3) $10,000 00 Cash NIA Itor the Shoe Han/est
Center for Neighborhood Enterprise to a55ist travel expenses
1625 K Street, NW, Ste 1200 Flor the organization's August
Washington, DC 20006 52-1217891 501(c)(3) $5,000 00 NIA Cash 2014 meeting
National Revrew Institute
215 Lexmgton Avenue to sponsor a table at the 2014
11th Floor William F Buckley Jr Prize
New York, NY 10016 13-3649537 501(c)(3) $5,000 00 Cash NIA Dinner
State Policy Network
1655 North Fort Myer Drive
Suite 360 to sponsor SPN's 2014 Annual
VA 22209-3108 57-0952531 501(c)(3) $5,000 00 NIA Cash Meeting
Foundation tor Indiwdual Rights in Education
(FIRE)
170 South Independence Mall West
Snite 510
Philadelphia. PA 19106 04-3467254 501(c)(3) $15,000 00 Cash NIA for the 15th Anniversary Gala
Illin0is Policy Institute
190 South LaSalle Street
Sune 1500
Chicago, IL 60603 41-2057028 501(c)(3) $7,500 00 Cash NIA for general operations
JudiCiaI Education Prerect
3007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $430,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00089
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and IndVIduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of EIN
Organization or
Government
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
AsSIstance
Purpose of
Grant or
A35istance
64
Libertas Institute
733 W 1620 S
Lehl. UT 84043 45-5254794
501(c)(3)
$35,000 00
NIA
Cash
NIA
Ilor general operatlons
Global Investment and Development Institute
463 Florida Avenue, NW
Apartment 8
Washington, DC 20001 45-4742442
501(c)(3)
$50,000 00
Cash
NIA
for general operations
XIV Foundation
12934 Timber Ridge Drive
Ft Myers, FL 33913 46-1125338
501(c)(3)
$30,000 00
NIA
Cash
NIA
for general operations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
302
Hamsburg, PA 17101 23-2473845
501(c)(3)
$170,000 00
NIA
Cash
for general operations
Becket Fund for Religious Liberty
1200 New Hampshire Avenue, NW
Snite 700
Washington, DC 20036 52-1858532
501(c)(3)
$100,000 00
Cash
NIA
for general operations
of Notre Dame
830 Grace Hall
Notre Dame, IN 46556-5612 35-0868188
501(c)(3)
$20,000 00
Cash
NIA
tor a five-year fellowship
in Constitutional Studies
Students for Liberty
1101 17th Street, NW
Suite 810
Washington, DC 20036 9+3435899
501(c)(3)
$80,000 00
NIA
Cash
NIA
tor the India proieCt
Troy UniverSIty Foundation
211 Wright Hall
Troy. AL 36082 636067755
501(c)(3)
$20,000 00
Cash
NIA
tor the Manuel H Johnson
Center for Political Economy
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00090
Donors Trust, Inc 52-2166327
I. Grants to Organizations and IndVIduals in the U S
Part II, Grants to (Lganizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
AsSIstance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
A55istance
Purpose of
Grant or
As5istance
65
Institute for Political History
4242 North 56th Street
Phoenix, AZ 85018
43-1885939
501(c)(3)
$20,000 00
NIA
Cash
NIA
tor a graduate
Libre Initiative Institute
1320 North Courthouse Road
Suite 310
Arlington, VA 22201
454123383
501(c)(3)
$100,000 00
NIA
Cash
NIA
tor general operations
National Constitution Center
525 Arch Street
Philadelphia, PA 19150
23-2434447
501(c)(3)
$250,000 00
Cash
WA
to support Freedom Day
Celebration
Ladies of Liberty Alliance
911 M Street NW
Suite A
Washington, DC 20001
27-1047673
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$7,000 00
Cash
NIA
tor the Free Market
Foundation in South Atrica
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$9,000 00
Cash
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$1.000 00
NIA
Cash
NIA
tor general operations
Intercollegiate Studies Institute
3901 CenterVille Road
DE 19807-1938
23-60501 31
501(c)(3)
$3.000 00
Cash
NIA
tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00091
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndViduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(13)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Mercatus Center. GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201
54-1436224
501(c)(3)
$15,000 00
NIA
Cash
for general operations
Media Research Center
1900 Campus Commons Drive
Suue 600
Reston, VA 20191
54-1429009
501(c)(3)
$1,000 00
Cash
for general operations
Mountain States Legal Foundation
2596 South Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$500 00
Cash
NIA
for the 2nd Amendment
protect
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$2,500 00
Cash
for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$500 00
NIA
Cash
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$2,000 76
NIA
Cash
for development
Wounded Warrior PFOJEC1, Inc
PO Box 758517
Topeka, KS 66675
20-2370934
501(c)(3)
$2,000 00
NIA
Cash
for general operations
Marijuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00092
Donors Trust, Inc. 52-2166327
l. Grants to Organizations and IndVIduals in the U.S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
to)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
ASSistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
67
Purpose of
Grant or
ASSIstance
Maniuana Policy Protect Foundation
PO Box 77492
DC 20013
52-197521 1
501(c)(3)
$6,000.00
Cash
for the Texas project
Horownz Freedom Center
PO Box 55089
Sherman Oaks. CA 91499-1964
95-4194642
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Gallatin Valley Land Trust
5 North lMlson Avenue
Suite E
Bozeman, MT 59715
81-0464513
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Project Verltas
214 Boston Post Road #145
Mamaroneck. NY 10543
27-2894856
501(c)(3)
$20,000 00
Cash
NIA
for general operations
West Virginia Universny Foundation
0 Box 1650
Morgantown, WV 26507
55-6017181
501(c)(3)
$23,750 00
Cash
NIA
to support a 2014-18 graduate
fellowship
Peace Through Commerce
1510 Falcon Ledge Drtve
Austin, TX 78746-6104
27-3971757
501(c)(3)
$4,000 00
Cash
NIA
Itor the Conscious Capitalism
event
PetConnect Rescue
PO Box 60714
Potomac. MD 20859
55-0857806
501(c)(3)
$8.000 00
NIA
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$160,000 00
Cash
NIA
[tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00093
Donors Trust, Inc. 52-2166327 68
I, Grants to Organizations and IndViduals in the US
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, A55istance Assistance
other)
Federalist Society
1015 181h Street, NW
Surte 425
Washington, DC 20036-5221 36-3235550 501(c)(3) $650,000 00 NIA Cash NIA Ifor general operations
Institute for Justice
901 North Glebe Road
Snite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $15,000 00 Cash NIA for the Transportation Initiative
Center for Indiwdual Rights
1233 20m Street, Nw
Sune 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000 00 Cash NIA for general operations
Maniuana Policy Proiect Foundation
do Our America Initiative
731 E. South Temple tier the Our America Initiatwe
Salt Lake City, UT 84102 52-1975211 501(c)(3) $5,000 00 NIA Cash protect
Consumers' Research, Inc.
1801 F Street NW
Washington, DC 20006 22-1500498 501(c)(3) $10,000 00 Cash for general operations
Sapling Foundation
250 Hudson Street
1002
New York, NY 10013 94-3235545 501(c)(3) $25,000 00 NIA Cash NIA tor the Ted Fellows program
The Crayon Initiative
540 Glasgow Circle
DanVIile, CA 94526 80-0938971 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, Dc 20005 94-2763845 501(c)(3) $5,000 00 Cash NIA [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00094
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSIstance
Purpose of
Grant or
ASSistance
69
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2 76384 5
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-31 36961
501(c)(3)
$1,150 00
Cash
NIA
for general operations
Federalist Soc1ety
1015 18m Street, NW
Suite 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$25,000 00
NIA
Cash
for general operations
Institute for Justice
901 North Glebe Road
Surte 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$15,000 00
Cash
NIA
for the erl Forfeiture Project
Institute for Justice
901 North Glebe Road
Surte 900
Adington, VA 22203-1854
52-1744337
501(c)(3)
$3,000 00
NIA
Cash
NIA
tor general operations
Pacrfic Research Institute
One Embarcadero Center
Sune 350
San CA 94111
94-2528433
501(c)(3)
$40,000 00
NIA
Cash
NIA
for general operatlons
Central Florida Ballet
3306 Maggie Sune B
Ortando, FL 32811
59-3658167
501(c)(3)
$15,000 00
NIA
Cash
NIA
tor the Student Sponsorship
Program
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00095
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(Cl
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A55istance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
A35istance
Purpose of
Grant or
ASSistance
Kansas Policy Institute
250 North Water Street
Suite 216
Wichita, KS 67202-1215
23-7047821
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Dietrich von Hildebrand Legacy Protect
1235 UniverSity
SteubenVille, OH 43952
59-3781326
501(c)(3)
$30,000 00
NIA
Cash
NIA
for general operations
JUdlClaI Education Protect
3007 P Street. NW
Washington, DC 20007
20-2466871
501(c)(3)
$65,000 00
NIA
Cash
for general operations
Prostate Cancer Foundation
1617 JFK Boulevard
Sum; 1840
Philadelphia, PA 19103
954418411
501(c)(3)
$2,500 00
NIA
Cash
NIA
to support the 12th annual
PCF Event
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Sune 302
Hamsburg, PA 17101
23-2473845
501(c)(3)
$210,000 00
NIA
Cash
for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
mm 400
Washington, DC 20009
1 3-6223604
501(c)(3)
$10,000 00
NIA
Cash
for general operations
Federalist Somety
1015 18th Street. NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$200,000 00
NIA
Cash
NIA
for general operations
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$5,000 00
NIA
Cash
NIA
tor the Center on Peace and
Liberty
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00096
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and In the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(D)
Em
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
Description of
Non-Cash Grant or
Assistance
71
(9)
Purpose of
Assistance
intercollegiate Studies Institute
3901 Centewille Road
23-6050131
501(c)(3)
$10,000.00
Cash
NIA for general operations
DE 19807-1938
JudiCtal Watch
425 Third Street. SW
Suite 800
52-1885088
501(c)(3)
$5,000 00
NIA
Cash
NIA for general operations
Washington. DC 20024
Texas Public Policy Foundation
901 Congress Avenue
Austin. TX 78701
74-2524057
501(c)(3)
5100.000 00
NIA
Cash
NIA (or general operations
JudiCial Education Project
3007 P Street. NW
Washington. DC 20007
20-2466871
501(c)(3)
5645.000 00
NIA
Cash
NIA for general operations
Prolect Veritas
1214 Boston Post Road #145
Mamaroneck. NY 10543
27-2894856
501(c)(3)
$5.000 00
NIA
Cash
to support work on Voter
NIA Fraud
Protect Liberty. Inc
109 North Henry Street
Alexandria. VA 22314-2903
27-3542181
501(c)(3)
$60,000 00
NIA
Cash
for the Protect on Fair
NIA Representation
Consumers' Research. Inc
1801 F Street NW
Washington. DC 20006
22-1500498
501(c)(3)
570.000 00
NIA
Cash
NIA for general operations
Institute for Faith. Work, 8. Economics
8400 Westpark Drive
Sune 100
McLean, VA 22102
45-2481867
501(c)(3)
$500,000 00
NIA
Cash
for general operattons
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00097
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals In the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amo
Cash G
unt of Amount of Method of Description of Purpose of
72
rant Non-Cash Valuation (book, FMV, Non-Cash Grant or
appraisal, A55istance A55istance
other)
Media Research Center
1900 Campus Commons Drive
600
Reston, VA 20191
54-1429009
501(c)(3)
$100,000 00 Cash for general operations
Foundation for Teaching Economics
260 Russell Boulevard
Suite B
Davrs, CA 95616-3839
51-0183347
501(c)(3)
$15,000 00 NIA Cash NIA for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
to support the Daily Signal l
$100,000.00 Cash Protect
Furrnan University
Department of Political Sctence
3300 Pomsett Highway
Greenv le, SC 29613-1000
57-0314395
501(c)(3)
$16,050 00 Cash NIA Tocquewlle Program
Becket Fund for Religious Liberty
1200 New Hampshire Avenue. NW
Sutte 700
Washington, DC 20036
52-1858532
501(c)(3)
$5,000 00 NIA Cash NIA Ifor general operations
Georgetown University
600 New Jersey Avenue, NW
Washington, DC 20001
53-0196603
501(c)(3)
for the general operations of
the Georgetown Center on the
$0 00 Cash Constitution
UCLA Foundation
UCLA School of Law
405 Hilgard Avenue
Los Angeles, CA 90095-1476
95-2250801
501(c)(3)
ttor the Dean's Discretionary
$27,500 00 Cash NIA Fund
Catholic Association Foundation
3007 P Street, NW
Washington, DC 20007
20-2 38 7967
501(c)(3)
$25,000 00 Cash [for general operations
for the benefit of the
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00098
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals In the US.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
Consumers' Research, Inc
1801 F Street NW
DC 20006
22-1 500498
501(c)(3)
$1 10,000 00
NIA
Cash
NIA
for general operatlons
Prostate Cancer Foundation
1617 JFK Boulevard
Sune 1840
Philadelphia, PA 19103
95-4418411
501(c)(3)
$2,500 00
NIA
Cash
for additional support of the
12th annual PCF Event
Center for Independent Employees
P O Box 552
Portland, MI 48875
26-00051 76
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Americans for Tax Reform Foundation
722 121h Street. NW
Fourth Floor
Washington, DC 20005
52-1400492
501(c)(3)
$40,000 00
NIA
Cash
NIA
for general operations
Claremont Institute
937 West Foothill Boulevard
Suite E
Claremont, CA 91711
95-3443202
501(c)(3)
$250.00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Sune 900
Arlington. VA 22203-1854
52-1744337
501(c)(3)
$5.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00099
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
ASSistance
Landmark Legal Foundation
19415 Deemeld Avenue
Suite 312
Leesburg. VA 20176
51-0203802
501(c)(3)
340.000 00
Cash
NIA
for general operations
Mountain States Legal Foundation
2596 South Way
Lakewood, CO 60227
84-0736725
501(c)(3)
$500 00
NIA
Cash
NIA
for the 2nd Amendment
proiect
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springneld, VA 22160-0002
59-1588825
501(c)(3)
$40,000 00
Cash
tor general operations
Pacmc Research Institute
One Embarcadero Center
350
San FranCIsco. CA 94111
94-2528433
501(c)(3)
$0 00
Cash
for the Latter Supply Side
Center
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu. HI 96801
99-0354937
501(c)(3)
$2.000 76
Cash
NIA
for development
Marijuana Policy Project Foundation
Po Box 77492
Washington. DC 20013
52-197521 1
501(c)(3)
$6,000 00
NIA
Cash
NIA
tor the Texas prolect
Georgetown Universny
clo Dean VWIiam Treanor
600 New Jersey Avenue. NW
Washington, DC 20001
53-0196603
501(c)(3)
$10,000 00
NIA
Cash
NIA
tor the general operations of
the Georgetown Center on the
Constitution
Proiect Veritas
1214 Boston Post Road #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$20,000 00
Cash
for general operations
Schedule 1 (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00100
Donors Trust, Inc. 52-2166327 75
I, Grants to Organizations and In the U S
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organlzatlon or Section If Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857806 501(c)(3) $8,000 00 Cash NIA for general operations
Stanford
450 Serra Mall to support work of Davrd
Building 370 Grosky, a postdoc fellowship
Stanford, CA 94305 94-1156365 501(c)(3) $16,848 00 Cash for Yana Kucheva
Amencan Technlon Society
100 Four Falls Corporate Center
Sulte 211
West Conshohocken, PA 19428 13-0434195 501(c)(3) $10,000.00 Cash for general operations
Preject Verltas
1214 Boston Post Road #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $50,000 00 NIA Cash NIA for general operations
Amerlcan Council on Science 8. Health
1995 Broadway
Suite 202
New York, NY 10023-5882 13-2911127 501(c)(3) $1,000 00 NIA Cash for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
DC 20005 94-2763845 501(c)(3) $2,500 00 NIA Cash NIA to support the annual dinner
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503 38-2926822 501(c)(3) $500.00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00101
Donors Trust. Inc 52-2166327
I. Grants to Organizations and IndVIduals in the U S
Part II, Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
AsSIStance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
76
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$250,000 00
Cash
NIA
for general operatlons
Foundation for Economic Education
1718 Peachtree Street, NW
1048
Atlanta, GA 30309
1 3-6006960
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operatlons
Foundation for Economic Education
171a Peachtree Street. NW
1043
Atlanta. GA 30309
13-6006960
501(c)(3)
$250 00
Cash
NIA
for general operatlons
Heritage Foundation
214 Massachusetts Avenue, NE
DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
for annual suppon
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$10,000 00
NIA
Cash
tor general operations
Institute for Justice
901 North Glebe Road
Surte 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$150 00
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Sune 900
Arlington, VA 22203-1854
52- 1 744337
501(c)(3)
$5,000 00
NIA
Cash
NIA
tor annual suppon
Institute tor Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington, VA 22201
94-1623852
501(c)(3)
$150 00
NIA
Cash
itor general opgations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00102
Donors Trust, Inc. 52-2166327
l. Grants to Organizations and Indviduals in the US
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(E)
Amount of
Non-Cash
A55istance
(0
Method of
appraisal.
other)
Valuation (book, FMV.
(9)
Description of
Non-Cash
Assistance
77
Purpose of
Grant or
Assistance
National Revrew Institute
215 Lexington Avenue
11th Floor
New York, NY 10016
13-3649537
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Pacific Research Institute
One Embarcadero Center
Surte 350
San Francisco, CA 94111
94-2528433
501(c)(3)
$5,000 00
NIA
Cash
NIA
tor the annual dinner
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington. DC 20036
13-2943020
501(c)(3)
$150 00
NIA
Cash
NIA
for general operations
Philanthropy Roundtable
1730 M Street, NW
Snite 601
Washington, DC 20036
13-2943020
501(c)(3)
$5.000 00
NIA
Cash
NIA
for annual support
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$5.000 00
NIA
Cash
NIA
tfor the annual dinner
Conservative Agenda Proiect
1025 Thomas Jefferson Street. NW
Suite 110 G
Washington, DC 20007
264029303
501(c)(3)
$2,000 00
Cash
for general operations
Georgetown Universny
600 New Jersey Avenue. NW
Washington. DC 20001
53-0196603
501(c)(3)
$50,000 00
NIA
Cash
NIA
tor the general operations of
the Georgetown Center on the
Constitution
Students for Liberty
1101 17th Street, NW
Suite 610
DC 20036
94-3435899
501(c)(3)
$5.000 00
NIA
Cash
for event
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00103
Donors Trust, Inc 52-2166327
Name and Address of
Organizatron or
Government
1, Grants to Organrzatrons and rn the U 8.
Part II, Grants to Organizations and Governments in the U.S.
EIN
IRC
Sectron rf
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuatron (book, FMV,
apprarsal,
other)
(9)
of
Non-Cash
Purpose of
Grant or
78
Freedom of Conscience Defense Fund
PO Box 9520
Rancho Santa Fe, CA 92067
30-0741 605
501(c)(3)
$60,000 00
NIA
Cash
NIA
tor general operatlons
Students for Concealed Carry Foundatron
55 West Cantleld Street
Apartment 213
Detrort. Ml 48201
45-5136519
501(c)(3)
$20,000.00
NIA
Cash
NIA
for general operations
Commonwealth Foundation for Publrc Polrcy
Altematrve
225 State Street
Surte 302
PA 17101
23-2473845
501(c)(3)
$150,000 00
NIA
Cash
for general operatrons
Cause of Actron
1919 Avenue NW
Surte 650
DC 20006
45-2805977
501(c)(3)
$1,500,000 00
NIA
Cash
for general operatrons
merrcan
1150 Seventeenth Street, NW
DC 20036
53-0218495
501(c)(3)
$10,000 00
NIA
Cash
WA
to support the work of Sally
Satel
Atlas Economrc Research Foundatron
1201 L Street. NW
1 2nd Floor
DC 20005
94-2763845
501(c)(3)
$15,000 00
NIA
Cash
MA
to support under
Cudjoe
Atlas Economrc Research Foundatron
1201 L Street, NW
2nd Floor
DC 20005
94-2763845
501(c)(3)
$2,500.00
NIA
Cash
NIA
for general operatrons
Enterprise
1899 L Street, NW
Floor 12
DC 20036-3804
52-1351785
501(c)(3)
$10,000.00
NIA
Cash
for general operatrons
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00104
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Competitive Enterprise Institute
EIN
(0)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
A55istance
1899 L Street. NW
Floor 12
Washington, DC 20036-3804
Mercatus Center, GMU
52-1351785
501(c)(3)
$10,000 00
NIA
Cash
NIA
3434 Washington Boulevard
4th Floor
Arlington, VA 22201
Media Research Center
54-1436224
501(c)(3)
$5,000 00
Cash
for general operations
to support the Marginal
1900 Campus Commons Drive
Suite 600
Reston, VA 20191
Foundation for individual Rights in Education
(FIRE)
54-1429009
501(c)(3)
$5,000.00
Cash
for general operations
Revolution proiect
170 South Independence Mall West
Suite 510
Philadelphia, PA 19106
04v3467254
501(c)(3)
$22,000 00
Cash
NIA
for general operations
Market Research Foundation
4153 Chain Bridge Road
Fairfax, VA 22030
Marijuana Policy Protect Foundation
20-4155641
501(c)(3)
$250,000 00
NIA
Cash
NIA
for general operations
2370 Champlain Street NW
Suite 12
Washington, DC 20009
Calvm Coolidge Prestdential Foundation
52-1 97521 1
501(c)(3)
$10,000 00
NIA
Cash
for general operations
340 Madison Avenue
1ch Floor
New York, NY 10173
03-6009701
501(c)(3)
$5,000 00
NIA
Cash
WA
in support 01 the November 6
JudiCial Education Protect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$84,000 00
NIA
Cash
dinner for journalists
NIA
79
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00105
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
ASSIStance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
ASSistance
Protect Veritas
1214 West Boston Post Road. #148
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$5.000 00
NIA
Cash
tor general operations
Intelligence Squared U S Foundation
590 Madison Avenue
30th Floor
New York, NY 10022-8547
27-1022579
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
Catholic Association Foundation
3007 F Street. NW
Washington, DC 20007
20-2387967
501(c)(3)
$15,000 00
NIA
Cash
for general operations
San Antonio Figure Skating Club
PO Box 591327
San Antonio, TX 78259
74-2933148
501(c)(3)
$7,000 00
Cash
NIA
for general operations
Liberty Science Center
Libeny State Park
222 Jersey City Boulevard
Jersey City, NJ 07305
22-2302253
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Arizona State UniverSIty Foundation
ASU Origins Protect
PO Box 874101
Tempe, AZ 85287-4101
86-6051042
501(c)(3)
$7,500 00
NIA
Cash
NIA
to support the Institute 01
Human Origins
Ladies of Liberty Alliance
911 M Street Nw
Suite A
Washington, DC 20001
27-1047673
501(c)(3)
52.000 00
NIA
Cash
NIA
for general operations
Center for Arizona Policy
P O Box 97250
Phoenix, AZ 85060
86-0618922
501(c)(3)
$35,000 00
NIA
Cash
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00106
Donors Trust. Inc. 52-2166327 81
I. Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (E) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, ASSistance A55istance
other)
Foundation for Government Accountability
15275 Collier Boulevard
Suite 201-279
Naples, FL 34119 45-2637507 501(c)(3) $600,000 00 Cash for general operations
Fund torAmerican Studies
706 New Hampshire Avenue, NW
400
Washington, DC 20009 13-6223604 501(c)(3) $11,000 00 NIA Cash NIA for general operations
Federalist Seeiety
1015 18th Street, NW
SUite 425
Washington, DC 20036-5221 36-3235550 501(c)(3) $5,000 00 Cash NIA for general operations
Galen Institute
PO Box 320010
Alexandria, VA 22320-0010 54-1770524 501(c)(3) $1,000.00 NIA Cash NIA Ior general operations
Hudson Institute
1015 151h Street, NW to suppon work of John Fonte
Sun 600 at Center for American
i Washington, DC 20005 13-1945157 501(c)(3) $12,000 00 Cash NIA Common Culture
Intercollegiate Studies Institute
3901 Centewille Road
VWmingIon, DE 19807-1938 23-6050131 501(c)(3) $10,000 00 NIA Cash for general operations
Evans Scholars Foundation
One Briar Road to suppon college
Golf, IL 60029-0301 36-2518129 501(c)(3) $10,000 00 Cash NIA scholarships
Marijuana Policy Project Foundation
236 Massachusetts Avenue, NE
I Suite 400 for the Malne/TexasNermont
I Washington, DC 20002 52-1975211 501(c)(3) $80,000 00 NIA Cash prOJect
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00107
Donors Trust. Inc. 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
82
Purpose of
Grant or
A55istance
College of the Holy Cross
College of the Holy Cross. Department of
Political Science
1 College Street. PO Box 49A
Worcester, MA 01610
04-2103558
501(c)(3)
$100,000 00
NIA
Cash
NIA
in support of Chartes Carroll
Program under direction of
Brand Klinghard
JudICIal Education Protect
3007 P Street. NW
Washington, DC 20007
20-24668 7 1
501(c)(3)
$440,000 00
NIA
Cash
for general operations
College
Weidensall Hall
0 North Washington Street
PA 17325-1485
23-1352641
501(c)(3)
$7,500 00
Cash
NIA
for The Owl War Era Studles
Program
Think Freely Media, Inc.
0 West Adams Street
6th Floor
Chicago, IL 60803
27-1110796
501(c)(3)
$95,000 00
Cash
NIA
for general operations
of Texas Foundation
158 West 21 st Street
Stop A1800
Austin, TX 78712
74-1587488
501(c)(3)
$100,000 00
NIA
Cash
NIA
to support the Thomas
Jefferson Center directed by
Thomas Pangle
Consumers' Research, Inc
1801 F Street NW
Washington, DC 20006
22-1500498
501(c)(3)
$30,000 00
Cash
NIA
for general operations
Acton Institute
8 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$1,000 00
Cash
for general operations
Federalist Seeiety
1015 18th Street. NW
Suite 425
Washington, DC 20038-5221
36-3235550
501(c)(3)
$10,000 00
NIA
Cash
NIA
tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00108
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and In the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Assistance
(0
Method of
Non-Cash Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
ASSIStance
83
Federalist Society
1015 18th Street, Nw
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 1C5
Arlington, VA 22201
94-1623852
501(c)(3)
$150,000 00
NIA
Cash
NIA
tor general operations
Mercatus Center, GMU
3434 Washington Boulevard
41h Floor
Arlington, VA 22201
54-1436224
501(c)(3)
$100,000 00
NIA
Cash
NIA
for general operations
Mountain States Legal Foundation
2596 South LeWis Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$500 00
NIA
Cash
NIA
for the 2nd Amendment
protect
National ReVIew Institute
215 Lexmgton Avenue
11th Floor
New York, NY 10016
13-3649537
501(c)(3)
$10,101 00
NIA
Cash
NIA
for general operations
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701
74-2524057
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$2,000.76
Cash
NIA
for development
Market Research Foundation
4153 Chain Bridge Road
Fairfax, VA 22030
204155641
501(c)(3)
$150,000 00
Cash
NIA
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00109
Donors Trust. Inc. 52-2166327
l, Grants to Organizations and In the US.
Part II. Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
84
Marijuana Policy Project Foundation
PO Box 77492
DC 20013
52-197521 1
501(c)(3)
$6,000 00
NIA
Cash
NIA
for the Texas project
Candid American Foundation
3105 Woodley Road, NW
Washington, DC 20008
20-2832124
501(c)(3)
$4,500 00
NIA
Cash
for general operations
John Hancock Committee for the States
P 0 Box 727
Chicago Park. CA 95712
27-1657203
501(c)(3)
$25,000 00
NIA
Cash
NIA
for the general operations of
Citizens for Self-Govemance
VWliam F Buckley, Jr Program
Po Box 204539
New Haven, CT 06520-4539
27-5131268
501(c)(3)
$5,000 00
Cash
NIA
for general operatlons
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
55-0857806
501(c)(3)
$8,000 00
NIA
Cash
for general operations
Sex Workers Outreach Preject
309 Cedar Street
200
Santa Cruz, CA 95060
26-2264638
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Families for Excellent Schools
345 7th Avenue
Suite 501
New York, NY 10001
45-2870970
501(c)(3)
$100,000 00
NIA
Cash
NIA
for general operations
Foundation for Accountability and CiVic
3220 N Street NW
Surle 302
Washington, DC 20007
464754874
501(c)(3)
$600,000 00
Cash
NIA
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00110
Donors Trust, Inc. 52-2166327
l. Grants to Organizations and IndViduals In the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A53istance
Purpose of
Grant or
ASSistance
85
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Han-isburg, PA 17101
23-2473845
501(c)(3)
$125,000 00
NIA
Cash
for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005
9427513845
501(c)(3)
$1,000 00
NIA
Cash
for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
SLIite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 105
Arlington, VA 22201
94-1623852
501(c)(3)
$1,000 00
NIA
Cash
"or general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$7,500 00
NIA
Cash
NIA
for general operations
Becket Fund for Religious Liberty
do Lucy Feil
3000 K Street, NW, Surte 220
Washington. DC 20007-5153
52-1858532
501(c)(3)
$200 00
NIA
Cash
NIA
for general operations
Middle East Forum
1500 Walnut Street
Sune 1050
Philadelphia, PA 19102
23-7749796
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00111
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndViduats in the US.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
American Red Cross
2221 Chestnut St
Philadelphia, PA 19103
53-0196605
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support the 2014 Lifetime
Achievement Award
Students for Liberty
1101 17th Street, NW
Suite 810
Washington. DC 20036
944435899
501
$500 00
NIA
Cash
NIA
itor general operations
wyoming Catholic College
PO Box 750
Lander, WY 82520
8304334307
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Ed Snider Youth Hockey Foundation
3601 South Broad Street
Philadelphia. PA 19148
2028851 13
501(c)(3)
$2,500.00
NIA
Cash
NIA
tor general operations
International Israel Allies Caucus Foundation
1150 Connecticut Avenue NW
Sune 515
Washington, DC 20006
26-0501656
501(c)(3)
$6,250 00
Cash
NIA
for general operations
Museum of the Bible
7707 S W 44th Street
Oklahoma City. OK 73179
27-3444987
501(c)(3)
$12,500 00
NIA
Cash
for general operations
Capital Research Center
1513 16th Street, NW
Washington, DC 20036-1480
52-1 289734
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Leadership institute
1101 North Highland Street
Arlington. VA 22201
51-0235174
501(c)(3)
$1,000 00
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00112
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndViduals In the US.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
AsSIStance
Center for Neighborhood Enterprise
1625 K Street, NW, Ste 1200
DC 20006
52-1217891
501(c)(3)
$10,000 00
Cash
for general operations
Pacmc Research Institute
One Embarcadero Center
Sune 350
San Francisco, CA 94111
94-2528433
501(c)(3)
330.000 00
NIA
Cash
NIA
for general operations
Foundation for IndIVIdual Rights in Education
(FIRE)
170 South Independence Mall West
510
Philadelphia, PA 19106
04-3467254
501(c)(3)
$1,000 00
Cash
NIA
for general operations
WHWG for Studying Public Policy
1025 Thomas Jefferson Street, NW
Washington, DC 20007
26-2432747
501(c)(3)
$1,000 00
Cash
NIA
tor the area of highest need
Judicnal Education Proiect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$160,000 00
Cash
NIA
lfor general operations
tMlliamF Buckley, Jr Program
111 Whitney Avenue
New Haven, CT 06510
27-5131268
501(c)(3)
$5,000 00
NIA
Cash
MA
to support the lecture series
VWsconsm Institute for Law 8. Liberty
1139 East Knapp Street
Milwaukee, WI 53202
45-1606079
501(c)(3)
$50,000 00
Cash
NIA
for general operations
Abraham Lincoln Foundation of the Union
League of Philadelphia
140 South Broad Street
Philadelphia, PA 19102
23-2822856
501(c)(3)
$15,000 00
NIA
Cash
NIA
lor archivmg CIVII War
collections
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00113
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and in the US.
Part II. Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section it
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Assistance
88
American Media Institute
PO Box 2847
Potomac Station
Alexandria. VA 22301-9998
480551578
501(c)(3)
$50,000 00
NIA
Cash
NIA
for National Investigative
Reporting
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
31.000 00
NIA
Cash
NIA
in support of Samriddhi in
Nepal in support at the Asta
Liberty torum.
Federalist Society
1015 1Bth Street. NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$15,000 00
Cash
tor general operations
Center for indivrdual Rights
1233 20th Street. NW
Surte 300
Washington. DC 20036-1609
52-1600481
501(c)(3)
510.000 00
NIA
Cash
NIA
itor general operations
Conservative Agenda Protect
1025 Thomas Jefferson Street. NW
Suite 110 G
Washington. DC 20007
26-4029303
501(c)(3)
$7,500 00
NIA
Cash
NIA
for general operations
Students for Liberty
1101 17th Street. NW
Surte 810
Washington. DC 20036
94-3435899
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Judicial Education Protect
3007 P Street. NW
Washington. DC 20007
20-2466871
501(c)(3)
$0 00
NIA
Cash
NIA
for general operations
Project Liberty. Inc
109 North Henry Street
Alexandria. VA 22314-2903
27-3542181
501(c)(3)
$31,688 57
NIA
Cash
NIA
tor the research initiative
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00114
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and in the US.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
A55istance
Project Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$5,000 00
NIA
Cash
NIA
tor project on Fair
Representation
Consumers' Research. Inc.
1801 F Street NW
Washington, DC 20006
22-1500498
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$25,000 00
NIA
Cash
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$100,000 00
Cash
NIA
for general operatlons
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
13-6223604
501(c)(3)
$150,000 00
NIA
Cash
for general operations
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Drive
Arlington, VA 22201
54-1603842
501(c)(3)
$10,000 00
Cash
NIA
for the general operations 01
the Law 8. Econ Center
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
NewYork, NY 10017
1 3-291 2529
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
Mercatus Center. GMU
George Mason UniverSIty
3351 North Fairfax Drive. 4th Floor
Adington, VA 22201-4433
54-1436224
501(c)(3)
$10,000 00
NIA
Cash
NIA
tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00115
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of Amount of
Cash Grant Non-Cash
ASSistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Asswtance
Purpose of
Grant or
Assistance
Mountain States Legal Foundation
2596 South Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$500.00 NIA
Cash
for 2nd Amendment project
National Center for Policy Analy5is
O Box 741175
Dallas, TX 75374-1175
75-1804932
501(c)(3)
$2,500 00 NIA
Cash
for general operations
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$2,500 00
Cash
for general Operations
Grassroot Institute of Hawaii
35 Merchant Street
3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$2,000 76
Cash
NIA
Itor development
Marijuana Policy Proiect Foundation
Po Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$6,000 00
Cash
for Texas project
Dawd Horownz Freedom Center
PO Box 55089
Sherman Oaks, CA 91499-1964
95-4194642
501(c)(3)
$150,000 00
Cash
NIA
to support the LATMA proiect
under Caroline Glick
Yale Univer5ity
YCRI
Po Box 208206
New Haven, CT 06520-8206
06-0646973
501(c)(3)
$50,000 00 NIA
Cash
for the Yale Center (or
Representative Institutions
Students for Liberty
1101 17th Street, NW
Suite 810
Washington, DC 20036
94-3435899
501(c)(3)
$25,000 00 NIA
Cash
NIA
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00116
Donors Trust. Inc 52-2166327 91
1. Grants to Organizations and In the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section If
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Catholic Assocnatlon Foundation
3007 P Street. NW
Washington. DC 20007
20-2387967
501(c)(3)
$50,000 00
NIA
Cash
for general operations
of Texas Foundation
158 West 21st Street
Stop A1800
Austin, TX 78712
74-1587488
501(c)(3)
$50,000 00
NIA
Cash
NIA
to support the Thomas
Jefferson Center directed by
Thomas Pangle
Memorial Health Foundation
475 South Street
Momstown. NJ 07960
22-3392808
501(c)(3)
$125,000 00
NIA
Cash
NIA
ltor for Advanced
for Well Being, lntegratrve
Inpatient Pg
Center for Class Action Farmess
1718 M Street, NW
#236
Washington, DC 20036
45-5119142
501(c)(3)
$25,000 00
NIA
Cash
for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
55-0857806
501(c)(3)
58.000 00
Cash
NIA
tor general operations
Roots 8. Wings Foundation
75 Bloomfield Avenue
Surte 303
NJ 07834
22-3683539
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Young Americans for LIberty Foundation
PO Box 2751
Arlington, VA 22202
45-3503672
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
JudICIal Education Prolect
2710 N Street. NW
Washington. DC 20007
20-2466871
501(c)(3)
$250,000 00
NIA
Cash
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00117
Donors Trust. Inc. 52-2166327
Name and Address of
Organization or
Government
I. Grants to Organizations and IndViduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
92
Purpose of
Grant or
Conservative Agenda Proiect
1025 Thomas Jefferson Street. NW
Snite 110 G
Washington. DC 20007
26-4029303
501(c)(3)
$35,000 00
Cash
NIA
tor general operations
American Enterprise Institute
l 1150 Seventeenth Street. NW
Washington. Dc 20036
53-0218495
501(c)(3)
$250.00
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
942763845
501(c)(3)
$25.000 00
Cash
NIA
ifor general operations
merican Legislative Exchange Council
2900 Drive
Suite 600
Ariington. VA 22202
52-0140979
501(c)(3)
$300 00
Cash
for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$350 00
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$350 00
Cash
NIA
Lior general operations
Freedom Foundation
0 Box 552
Olympia. WA 98507
94-3136961
501(c)(3)
$3,000 00
Cash
NIA
tor general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$200 00
Cash
NIA
'tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00118
Donors Trust, Inc 52-2166327 93
I, Grants to Organizations and IndVIduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, ASSIstance Assistance
other)
Institute for Justice
901 North Glebe Road
Sune 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $200.00 NIA Cash for general operations
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201 54-1436224 501(c)(3) $350 00 NIA Cash for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316 953296239 501(c)(3) $25,000.00 Cash NIA for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $450 00 Cash for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242 38-1374230 501(c)(3) $1,000 00 Cash NIA for general operations
Illin0is Policy Institute
190 South LaSalle Street
1500
Chicago, IL 60603 41-2057028 501(c)(3) $7,500 00 Cash for general operations
of Notre Dame
1100 Grace Hall
Notre Dame, IN 46556 35-0868188 501(c)(3) $30,000 00 Cash for a Suspense Account
Center for Competitive Politics
124 South West Street
Suite 201
Alexandria, VA 22314 20-3676886 501(c)(3) $15,000 00 Cash for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00119
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
ASSistance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
94
Candid American Foundation
3105 Woodley Road. NW
DC 20008
20-2832124
501(c)(3)
$5,000 00
NIA
Cash
for general operations
Families Against Mandatory Minimums
Foundation
1100 H Street. NW
Sune 1000
Washington, Dc 20005
52-1750246
501(c)(3)
$10,000 00
Cash
NIA
for general operations
The Seience Network (Salk Institute - CNL)
10010 N Torrey Pines Rd
La Jolla. CA 92037
8 1 -0639470
501(c)(3)
$10,000 00
Cash
NIA
for general operations
University of Southern California
The Institute for Visual History and Education,
Leavey Library
650 West 35th Street, Suite 114
Los Angeles. CA 90089-2571
95-1642394
501(c)(3)
$5,000 00
NIA
Cash
for the Institute for Visual
History 5; Education
Yellowstone Assomalion
PO Box 117
Yellowstone National Park. WY 32190
03-037441 7
501(c)(3)
$7,000 00
NIA
Cash
NIA
for general operations
Carnegie Institution of Washington
1530 P Street. NW
Washington, DC 20005
53-0196523
501(c)(3)
$7,000.00
Cash
for the Camegle
Observatories
Kansas Policy Institute
250 North Water Street
SUite 216
IMchita, KS 67202-1215
23-7047821
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Johns Hopkins University
The Fund lor Johns Hopkins Medicme.
Department of Neurosurgery
550 North Broadway, 7th Floor. 722
Baltimore. MD 21205
52-05951 10
501(c)(3)
$15,000 00
NIA
Cash
NIA
in support of Neurosurgery
(Dr Henry Brem)
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00120
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and IndVIduals in the U 8.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
95
Santa Fe Institute
1399 Hyde Park
Santa Fe. NM 87501
85-0325494
501(c)(3)
$60,000 00
NIA
Cash
NIA
for general operations
First Amendment Coalition
534 4th Street
B
San Rafael. CA 94901
33-0308483
501(c)(3)
335.000 00
NIA
Cash
NIA
for publlc interest litigation
Commonwealth Foundation for Public Policy
Altemative
225 State Street
SUite 302
Hamsburg, PA 17101
23-2473645
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Acton Institute
98 East Fulton Street
Grand Raplds. Ml 49503
38-2926822
501(c)(3)
$1,000 00
NIA
Cash
NIA
to integrate
truths With tree market
pnnCIples
American Legislative Exchange CounCIl
1101 Vermont Ave NW
11th Floor
Washington, DC 20005
52-01 40979
501(c)(3)
$1,000 00
NIA
Cash
NIA
to help at legislators tor Imtd
govt. rule of law, indiv resp, 1r
mkl.
Clare Boothe Luce Policy Institute
112 Elden Street
Suite P
Hemdon. VA 20170
54-1672138
501(c)(3)
$1,000.00
NIA
Cash
NIA
for encouragement of women
ito detendladvocate
conservative values
Counts" for National Policy
1411 K Street. NW
Smte 601
Washington, DC 20003
72-0921017
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Capital Research Center
1513 16th Street. NW
Washington, DC 20036-1480
52-1 289734
501(c)(3)
$1,000 00
NIA
Cash
NIA
to on pub advcy
orgs. donors/objeCtive. intent
loss. reversal
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00121
Donors Trust. Inc. 52-2166327 96
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable As5istance appraisal. Assistance Assistance
other)
Fund tor American Studies
1706 New Hampshire Avenue. NW to youth brits of free e-
Suita 400 pnse. govt. min reg/taxtn.
DC 20009 13-6223604 501(c)(3) 31.000 00 NIA Cash relig tol. etc
Foundation for Teaching Economics
260 Russell Boulevard to introduce youth to econ and
Suite 8 help econ teachers be
news. CA 95616-3839 51-0183347 501(c)(3) $1,000 00 NIA Cash NIA effective
Institute for Humane Studies
3434 Washington Boulevard to teach benefits of gov't.
MS 105 indlv pers resp'lity. tree
Arlington. VA 22201 941 623852 501(c)(3) $1.000 00 Cash NIA markets
JudlClal Watch
425 Third Street. SW
Sune 800 to promote ethics 8. morality in
DC 20024 52-1885088 501(c)(3) $1.000 00 Cash public office. etc
Leadership Institute
1101 North Highland Street to help students advocate
Arlington. VA 22201 51-0235174 501(c)(3) $1,000 00 Cash NIA conservative ideals
Landmark Legal Foundation
3100 Broadway for promoting rule of law.
Suite 1210 Constit limits. govt. tr
Kansas City. MO 64111 51-0203802 501(c)(3) $1.000 00 Cash NIA epnse. min tax etc
Mackinac Center for Public Policy to promote tr mkt. govt. fr
140 West Main Street epnse. indiv resp. pr prop,
Midland. MI 48640-0568 38-2701547 501(c)(3) $1,000 00 Cash NIA rule/law etc
Mountain States Legal Foundation to promote gov1. tr epnse.
2596 South Lewis Way indiv res. tr mkt. pr prop, rt to
Lakewood. co 80227 84-0736725 501(c)(3) NIA Cash NIA life/amts
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00122
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and in the U.S.
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$1.000.00
NIA
to expose corruption, sit-deal.
lraud. lncomp. by
pub
National Right to Work Legal Defense
Foundation. Inc
6001 Braddock Road
Springfield. VA 22160-0002
59-1588825
501(c)(3)
51.000 00
NIA
NIA
to prevent labor unions from
torting workers to jam
unllose thelr Jobs
State Policy Network
1655 North Fort Myer Drive
360
Adington. VA 22209-3108
57-0952531
501(c)(3)
$1.000 00
NIA
NIA
to state tree
promoting gov. tree
ent'prlse solutions
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004
86-0597661
501(c)(3)
31.000 00
MA
to protect freedom and
prosperity
Hillsdale College
33 East College Street
Hillsdale. MI 49242
38-1374230
501(c)(3)
$1.000 00
NIA
tor publication or
the area of highest need
Freedom Works Foundation
400 North Capitol Street. NW
765
Washington. DC 20001-1564
52-1526916
501(c)(3)
$1.000 00
NIA
NIA
to fight tor less goV't, gov't
programs. taxes. and more
mdiv freedom
Movrng Picture Institute
375 GreenWIch Street
New York. NY 10013
2041237801
501(c)(3)
$1.000 00
NIA
MA
to make of tree mkt.
govt. indiv resp. tr epnse. rt to
Iite/anns
merican Majority
608 Maple Ave
Purcel Ville. VA 20132
26-1501154
501(c)(3)
$1.000 00
NIA
NIA
to promote public acceptance
of limited government
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00123
Donors Trust, Inc. 52-2166327 98
l, Grants to Organizations and lndviduals in the U 8.
Part II, Grants to Organizations and Governments in the U.S.
If)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable ASSistance appraisal, Assistance Assistance
other)
Franklin Center
1229 King Street to balance the liberal media
3rd Floor conservative 8. libertarian
Alexandria, VA 22314 26-4066298 501(c)(3) $1,000 00 NIA Cash NIA media
Prolect Veritas to corrp, wast.
1214 West Boston Post Road, #148 fraud, abuse to achieve
Mamaroneck, NY 10543 27-2894856 501(c)(3) $1,000 00 Cash NIA transparency
Institute for Faith, Work, Economics
8400 Westpark Drive
Suite 100
McLean, VA 22102 45-2481867 501(c)(3) $500,000 00 Cash NIA lfor general operations
American Enterprise institute
1150 Seventeenth Street, NW
Washington, Dc 20036 53-0218495 501(c)(3) $1,000 00 NIA Cash NIA for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036 53-0218495 501(c)(3) $1,000 00 NIA Cash for general operations
America's Future Foundation
1513 161h Street, NW
Washington, DC 20036 52-1928321 501(c)(3) $5,000 00 NIA Cash NIA "or general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503 38-2926822 501(c)(3) $5,000 00 Cash NIA for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3) $2,000 00 Cash NIA Ior general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00124
Donors Trust, Inc 52-2166327
I, Grants to Organizations and In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
lb)
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
99
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$5,000.00
Cash
NIA
Ior general operations
Foundation lor Economic Education
1718 Peachtree Street. NW
Sutte 1048
Atlanta, GA 30309
13-6006960
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Federalist Somety
1015 181h Street, NW
Sune 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$125,000 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Surte 900
Artington, VA 22203-1854
52-1744337
501(c)(3)
$1.000 00
NIA
Cash
tor general operations
Institute for Justice
901 North Glebe Road
Sutte 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$250 00
Cash
NIA
itor general operations
Mackinac Center for Public Policy
140 West Main Street
Midland, MI 48640-0568
38-2701547
501(c)(3)
$500 00
Cash
NIA
Ilor general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-291 2529
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00125
Donors Trust, Inc. 52-2166327 100
I. Grants to Organizations and in the U S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, Assistance Assistance
other)
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 501(c)(3) $1,000 00 NIA Cash for general operations
Mercatus Center. GMU
3434 Washington Boulevard
4th Floor
Adington, VA 22201 54-1436224 501(c)(3) $10,000 00 Cash NIA for general operations
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor
Arlington, VA 22201 54-1436224 501(c)(3) $2,000.00 Cash NIA Ilor general operations
PaCitic Research Institute
One Embarcadero Center
Snite 350
San FranCIsco, CA 94111 94-2528433 501(c)(3) $35,000 00 Cash NIA Ifor general operations
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701 74-2524057 501(c)(3) $2,500 00 Cash for the New Texans Project
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701 74-2524057 501(c)(3) $500 00 Cash for general operations
Center for IndIVIdual Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242 38-1374230 501(c)(3) $1,500 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00126
Donors Trust, Inc. 52-2166327 101
I, Grants to Organizations and IndViduals in the US.
Part II, Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
lntemational Policy Network US. Inc
701 Long Hill Road
NJ 07933
52-2363626
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support Network for a Free
Society dlrected by Linda
Whetstone
International Foundation for Research in
Experimental Economics
2122 East Camino El Ganado
Tucson, AZ 85718
86-0879713
501(c)(3)
$10,000 00
Cash
for general operations
E Plunbus Unum Films
2247 15th Avenue West
Seattle, WA 98119
91 -2053400
501(c)(3)
$8,000 00
NIA
Cash
NIA
for general operations
Taxpayer Foundation of Oregon
PO Box 23573
Tigard, OR 97281
93-1 321063
501(c)(3)
$250,000 00
Cash
WA
to reduce compulsory
unionism abuses via
education, into. research
lrlign
George Washington University
Regulatory Studies Center
805 21st Street. NW. Sutte 612
Washington. DC 20052
53-0196584
501(c)(3)
$7,000 00
NIA
Cash
NIA
lor the Regulatory Studies
Center's general operations
Students for Liberty
1101 17th Street. NW
Suite 810
Washington, DC 20036
94-3435899
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
JudICiaI Education Protect
2710 N Street. NW
Washington. DC 20007
20-2466871
501(c)(3)
$62,000 00
NIA
Cash
for general operations
PreSident and Fellows of Harvard College
79 John F Kennedy Street
Taubman 306
Cambridge, MA 02138
04-2103580
501(c)(3)
$5,000 00
NIA
Cash
for the Program on Education
Policy and Governance
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00127
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(Cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
102
Purpose of
Grant or
Assistance
Oakland Rotary Endowment
1736 Franklin Street
Oakland, CA 94612
94-243464 1
501(c)(3)
$20,000 00
NIA
Cash
for general operations
Rancho Cielo
PO Box 6948
Salinas, CA 93912
77-0555859
501(c)(3)
$100,000 00
NIA
Cash
for general operations
Fractured Atlas
248 West 35th Street
10th Floor
New York, NY 10001
1 1-3451 703
501(c)(3)
$6,000 00
Cash
NIA
to support the work 01 Colleen
M Flanigan
Consumers' Research, Inc
1801 F Street NW
Washington, DC 20006
22-1500498
501(c)(3)
$10,000 00
Cash
NIA
for general operations
PALS Program
12 Dow Drive
Hillsborough, NJ 08844
352334489
501(c)(3)
$250 00
Cash
NIA
for general operations
Universny of Colorado Foundation
1800 Grant Street
Surte 800
Denver, CO 80203
84-604981 1
501(c)(3)
$1,000 00
Cash
tor the Center for Western
leization and American
Ideals
Minding Your Mind
42 West Lancaster Avenue
Second Floor
rdmore, PA 19003
20-8448707
501(c)(3)
$1,000 00
NIA
Cash
for general operations
Best Friends Animal Seeiety
5001 Angel Canyon Road
Kanab, UT 84741
23-7147797
501(c)(3)
$5,000 00
NIA
Cash
[for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00128
Donors Trust, Inc 52-2166327
I. Grants to Organizations and IndViduaIs In the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(e
Amount of
55istance
MVI
(9)
Description of
Non-Cash
ASSIstance
Purpose of
Grant or
A55istance
103
American Freedom Defense Initiative
1040 1st Avenue
PO Box 121
New York, NY 10022
27-2518993
501(c)(3)
$10,000 00
for general operations
First Freedoms Feundation, Inc
PO Box 2545
Brookfield. WI 53008
39-1 962608
501(c)(3)
$150,000 00
NIA
Jfor general operations
JudIClal Education Project
2710 N Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$150,000 00
for general operations
Consumers' Research. Inc
1801 F Street NW
Washington, DC 20006
22-1500498
501(c)(3)
$75,000 00
NIA
for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036
53-0218495
501(c)(3)
$1,500 00
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$5.000 00
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$15,000 00
NIA
for general operations
Foundation for Economic Education
1718 Peachtree Street, NW
Swte 1048
Atlanta. GA 30309
13-6006960
501(c)(3)
$2,500 00
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00129
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and IndVIduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation
other)
0k, FMV
(9)
Description of
Non-Cash
Assistance
h)
Purpose of
Grant or
Assistance
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$15,000 00
NIA
Cash
NIA
for general operations
LudWIg Von Mises Institute
518 West Magnolia Avenue
Auburn. AL 36832-4501
52-1263436
501(c)(3)
$5.000 00
NIA
Cash
NIA
tor general operations
National Center tor Policy
14180 Dallas Parkway
Suite 350
Dallas, TX 75254
75-1804932
501(c)(3)
$2,500 00
NIA
Cash
for general operations
Tax Foundation
529 14th Street, NW
Suite 420
Washington, DC 20045
52-1703065
501(c)(3)
$12,500 00
Cash
NIA
for general operations
Bill of Rights Institute
200 North Glebe Road
Smte 200
Arlington, VA 22203
48-0891418
501(c)(3)
$5,000 00
NIA
Cash
for general operations
Rockefeller
1230 York Avenue
New York, NY 10021
13-1624158
501(c)(3)
$10,000 00
Cash
NIA
Massachusetts General Hospital - Infectious
Disease Divlslon
Park, 65 Landsdowne St, Rm 419
Cambridge, MA 02139
04-1 564655
501(c)(3)
$15,000 00
Cash
NIA
for such work as Martin S
Hirsch, MD may specrfy
for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00130
Donors Trust, Inc. 52-2166327 105
I. Grants to Organizations and in the US.
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, A55istance
other)
Freedom Works Foundation
400 North Capitol Street, NW
Surte 765
Washington, DC 20001-1564 52-1526916 501(c)(3) $5,000 00 Cash NIA for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
DC 20036 53-0218495 501(c)(3) $1,000 00 Cash NIA for general operations
Acton
98 East Fulton Street
Grand Rapids, MI 49503 (SB-2926822 501(c)(3) $5,000 00 Cash NIA for general operations
merican Legislative Exchange Councn
2900 Drive
Suite 600
Arlington, VA 22202 52-0140979 501(c)(3) $5,000 00 Cash NIA for general operations
Cato
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000 00 Cash NIA tor general operatrons
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $1,000 00 Cash NIA Itor general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000 00 NIA Cash NIA Itor general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Swte 400
Washington, Dc 20009 13-6223604 501(c)(3) $1,000 00 Cash NIA lfor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00131
Donors Trust, Inc 52-2166327
I. Grants to Organizations and IndViduals in the US.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(0)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1 ,000.00
NIA
Cash
NIA
Institute for Justice
901 North Glebe Road
Suite 900
Adington, VA 22203-1854
52-1 744337
501(c)(3)
$10,000 00
NIA
Cash
tor general operations
Institute for Justice
901 North Glebe Road
Sune 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Sune 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$500.00
NIA
Cash
tor general operations
for general operations
institute for Justice
901 North Glebe Road
Sune 900
Ai1ington, VA 22203-1854
52-1744337
501(c)(3)
$2,500 00
NIA
Cash
NIA
tor general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 105
VA 22201
94-1623852
501(c)(3)
$2.000 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3434 Washington Boulevard
MS 1c5
Arlington, VA 22201
94-1623852
501(c)(3)
$2,500 00
NIA
Cash
NIA
Lfor general operations
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Drive
Ar1ington. VA 22201
54-1603842
501(c)(3)
$500 00
Cash
NIA
the Law Econ Center
ltor the general operations of
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00132
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and lndVIduals in the U5
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A35istance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$10,000.00
NIA
Cash
NIA
to support Standpomt
magazlne
Mercatus Center. GMU
3434 Washington Boulevard
4th Floor
Arlington. VA 22201
54-1436224
501(c)(3)
$400 00
NIA
Cash
for general operations
PERC
2048 Analy5is Drive
Swte A
Bozeman, MT 59718
81-0393444
501(c)(3)
$5,000 00
NIA
Cash
NIA
for research to be detennlned
Pacific Research Institute
One Embarcadero Center
Suite 350
San FranCIsco, CA 94111
94-2528433
501(c)(3)
51.000 00
NIA
Cash
NIA
for the Latter Center
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230
95-3298239
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$2,000 00
Cash
NIA
for general operations
Tax Foundation
529 141h Street. NW
Suite 420
Washington, DC 20045
52-1 703065
501(c)(3)
$2,000 00
Cash
NIA
ilor general operations
Schedule i (Form 990 or 990-EZ) 2014 l
CITIZENAUDIT.ORG PAGE #00133
Donors Trust, Inc 52-2166327
I. Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Oganizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
Description of
Non-Cash
Assistance
108
Purpose of
Grant or
ASSistance
Texas Public Policy Foundation
901 Congress Avenue
Austin, TX 78701
74-2524057
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 85004
86-0597661
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 65004
86-0597661
501(c)(3)
$55,000.00
Cash
NIA
for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Drug Policy Alliance
131 West 33rd Street
15th Floor
New York, NY 10001
52-1516692
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Yellowstone Park Foundation
222 East Main Street
Sune 301
Bozeman, MT 59715
83-0311166
501(c)(3)
$40,000 00
NIA
Cash
NIA
tor the evaluation and
protection of cutthroat trout in
Slough Creek
Freedom Works Foundation
400 North Capitol Street, NW
SUite 765
Washington, DC 20001-1564
52-1 526916
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
lntemational Somety for IndIVIdual Liberty
835 West Warner Road
#101-617
Gilbert, AZ 85233
54-1512492
501(c)(3)
$500 00
Cash
NIA
[for general operations
Schedule I (Form 990 or 2014
CITIZENAUDIT.ORG PAGE #00134
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of Purpose of
Non-Cash Grant or I
Asmstance ASSistance
The Bakken
3537 Zeneth Ave South
Minneapolis, MN 55416-4623
51-0175508
501(c)(3)
$10,000 00
NIA
Cash
NIA for general operatlons
Foundation for the Defense of DemocraCIes,
Inc
PO Box 33249
Washington, DC 20033
13-4174402
501(c)(3)
$10,000 00
NIA
Cash
for general operations
Friends of Israel Center for 8- Economic
Progress
100 Front Street
Suite 945
West Conshohocken, PA 19428
13-3129249
501(c)(3)
$2,500 00
NIA
Cash
for the Israel Center for Social
NIA 8- Economlc Progress
Randolph Boume Institute, Inc
1017 El Camino Real
Sune 306
Redwood City, CA 94063
71-0929026
501(c)(3)
$10,000.00
NIA
Cash
NIA for general operations
Students for Liberty
1101 17th Street, NW
Sune 810
Washington, DC 20036
94-3435899
501(c)(3)
$5,000 00
NIA
Cash
NIA for general operations
Students for leeny
1101 17th Street. NW
810
Washington, DC 20036
94-3435899
501(c)(3)
$3,000 00
Cash
NIA for general operations
Students for Libeny
1101 17th Street. NW
Suite 810
Washington, DC 20036
94-3435899
501(c)(3)
$500 00
Cash
NIA for general operations
Students for Liberty
1101 17th Street, NW
Suite 810
Washington, DC 20036
94-3435899
501(c)(3)
$2,000 00
Cash
NIA [for general operations
Schedule 1 (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00135
Donors Trust. Inc 52-2166327
Name and Address of
Organization or
Government
l. Grants to Organizations and IndViduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
If)
Method of
Valuation (book, FMV,
appraisal.
other)
Description of
110
(9)
Purpose of
Non-Cash Grant or
A55istance A55istance
Kansas Policy Institute
121 South Whittier Street
Wichita, KS 67207
23-7047821
501(c)(3)
$10,599.23
NIA
Cash
NIA for general operatlons
Indiana Univer5ity Foundation
Sally Test Paediatric Centre
PO Box 7072
Indianapolis, IN 46207-7072
35-601 8940
501(c)(3)
$7,000 00
NIA
Cash
for the Sally Test Clinic and
NIA Paediatric Centre in Kenya
Teneo Inc
2605 81h St
80-0305723
501(c)(3)
$50,000 00
Cash
NIA for general operations
John Hancock Committee for the States
P O Box 727
Chicago Park. CA 95712
27-1657203
501(c)(3)
$72,000 00
NIA
Cash
NIA for general operations
Langley School
1411 Balls Hill Road
McLean, VA 22101
Austin. TX 78703
I
54-0673568
501(c)(3)
530.000 00
Cash
NIA for general operations
Ed Snider Youth Hockey Foundation
3601 South Broad Street
Philadelphia, PA 19148
20-28851 13
501(c)(3)
$500 00
Cash
NIA for general operations
Young Americans for Liberty Foundation
0 Box 2751
Adington, VA 22202
45-3503672
501(c)(3)
$5,000 00
NIA
Cash
for general operations
Best Friends Animal Society
1845 Pontius Avenue
Los Angeles. CA 90025
23-7147797
501(c)(3)
$500 00
NIA
Cash
for the NKLA No Kill Animal
NIA Initiative
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00136
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the US.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
AsSIstance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Academy of the Fine Ans
128 North Broad Street
Phlladelphla, PA 19102
23-1352256
501(c)(3)
$10,000 00
NIA
Cash
tor a van for educational
outreach
Sacred Heart Cathedral Preparatory School
1055 Ellis Street
San FranCIsco, CA 94109
94-1 1 56678
501(c)(3)
$25,000 00
Cash
NIA
tor general operations
Unitarian Universalist Servlce Committee
689 Massachusetts Avenue
MA 02139
04-6186012
501(c)(3)
$8,000 00
NIA
Cash
NIA
tor the Containing Ebola
project
Catholic Universny of America
620 Michigan Avenue
Room 300C
Washington, DC 20064
53-0196583
501(c)(3)
$96,873 00
NIA
Cash
NIA
tor the
Entrepreneurship Project
Catholic of America
620 Michigan Avenue
Room 3000
Washington, DC 20064
53-0196563
501(c)(3)
$50,000 00
Cash
NIA
tor the
Entrepreneurship Project
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Harrisburg, PA 17101
225-2473845
501(c)(3)
$600,000 00
Cash
NIA
for general operations
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$275,000.00
NIA
Cash
NIA
tor the Xephyr protect
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$250,000 00
Cash
NIA
[tor general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00137
Donors Trust. Inc 52-2166327
l. Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
112
Amount of Amount of Method of Description of Purpose of
Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Assistance appraisal, A55istanoe Assistance
other)
Americans for Prosperity Foundation
2111 VWson Boulevard
350
Anington. VA 22201-3097
52-1527294
501(c)(3)
$1,500,000 00 NIA Cash NIA for general operations
Protect Veritas
1214 West Boston Post Road, #148
Mamaroneck. NY 10543
27-2894856
501(c)(3)
$15,000 00 NIA Cash for general operations
Project Liberty.
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$100,000 00 NIA Cash NIA tor the Supply Side Project
Stanlord UniverSity
450 Serra Mall
Building 370
Stanford. CA 94305
94-1 156365
501
to support work of mm
Grosky, a postdoc fellowship
$16,848 00 NIA Cash NIA tor Yana Kucheva
Commonwealth Foundation for Public Policy
Altemative
225 State Street
Suite 302
Harrisburg. PA 17101
23-2473845
501(c)(3)
$50,000 00 Cash for general operations 1
Freedom Works Foundation
400 North Capitol Street. NW
Smte 765
Washington. DC 20001-1564
52-1526916
501(c)(3)
One Generation Away
1629 K Street NW
Suite 300
Washington. DC 20006
27-2944121
501(c)(3)
$1,000,000 00 NIA Cash NIA for general operations 1
$225,000 00 Cash NIA [for general operations
Schedule I (Form 990 or 990-EZ) 2014
CITIZENAUDIT.ORG PAGE #00138
Schedule I (Form 990) (2014) Donors Trust Inc. 52 -2 166327 Page 2
Pm [10] Grants and Other Assistance to Domestic Individuals. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22. Part
can be duplicated if additional space is needed.
Type of grant or assustance Number of Amount of Amount of Method of valuation (book. of non-cash
recrplents cash grant non-cash assustance F MV. appraisal. other)
7
Put Supplemental Information. Provide the information required in Part I, line 2, Part column and any other additional informationLine 2 Each grant is accompanied by a letter stating that if the grant is
Line accepted it cannot be used to benefit any disqualified person
Line or for lobbying or political purposes. All grants are made to
Line U.S. 501(c)(3) public charities. The Organization relies upon the
Line oversight provided by United States and individual states rules
Line and regulations applicable to such charities. Grantees must agree
Line that grant funds are not to be used for lobbying or any type of
Line political activity.
BAA Schedule I (Form 990) (2014)
TE EA3902 10/28/14
CITIZENAUDIT.ORG PAGE #00139
SC
(Form 990) or certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Department ofthe Treasury Information about Schedule J (Form 990) and its instructions is
Internal Revenue Service at
HEDULE J Compensation Information
2014
Complete if the organization answered 'Yes' on Form 990, Pan IV, line 23
Attach to Form 990
Name of the organization
Donors Trust, Inc. 52-2166327
Employer Identification number
IainQL Questions Regarding Compensation
1 a Check the appropriate box(es) if the orHanizauon provided any of the followrng to or for a person listed in Form 990, Part
2
5
6
9
VII, Section A, line 1a. Complete Part I to prowde any relevant information regarding these items.
l] First-class or charter travel D Housing allowance or residence for personal use
D Travel for companions Payments for busmess use of personal residence
Tax indemnification and gross-up payments '3 Health or social club dues or initiation fees
D Discretionary spending account Personal sewices (e maid, chauffeur, chef)
b If any of the boxes on line 13 are checked, did the organization follow a written policy regarding payment or
reimbursement or provi5ion of all of the expenses described above? If complete Part to explain
Did the organization requrre substantiation prior to reimbursing or allowing expenses incurred by all directors,
trustees, and off cers including the CEO/Executive Director, regarding the items checked' in line 1a?
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization' 5
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
I Compensation committee El Written employment contract
D Independent compensation consultant D Compensation survey or study
x Form 990 of other or anizations x A roval b the board or com ensation committee
9 PP y P
During the ear, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization
or a relate organization.
a Receive a severance payment or change-of-control payment?
b PartICIpate in, or receive payment from, a supplemental nonqualified retirement plan?
c PartICIpate in, or receive payment from, an eqUIty-based compensation arrangement?
If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part
Only section 501(c)(3) 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of;
a The organizationAny related organization?. . . .
If 'Yes' to line 5a or 5b, describe in Part
For persons listed in Form 990, Part VII, Section A, line 13, did the organization pay or accrue any compensation
contingent on the net earnings of;
a The organizationAny related organization?. . . .
If 'Yes' to line 6a or 6b, describe in Part
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization prowde any non- f'i-xed
payments not described in lines 5 and 6? If 'Yes,' describe in Part
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section
If 'Yes,' describe in Part II
If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section 53. 4958BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA4101 10I17I14
Schedule J (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00140
Schedule J (Form 990) 2014 Donors Trust Inc .
52-2166327
Page 2
Part II Officers, 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 (I) and from related organizations, described In the Instructions, on
row Do not list any indIVIduals that are not listed on Form 990, Part VII
Note. The sum of columns for each listed indiVidual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that indivrdual.
(A) Name and Title
(B) Breakdown of W-Z and/or1099-MISC compensation
(C) Retirement
(I) Base
compensation
(ii) Bonus a
incentive
nd
compensation
Other
reportable
compensation
compensation
(D) Nontaxable
benefits
(E) Total of
(F) Compensation
in column (8)
reported as
deferred in prior
Form 990
Whitney L Ball
1 President CEO
0)
(ii)
Jeffrey C. Zysik
2 CFO, Sec-Treas.
(ii(II(IIBAA
TEEA4102 06l19l14
Schedule J (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00141
Schedule J (Form 990) 2014 Donors Trust IncPage 3
[Part [Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1aand for Part II. Also
complete this part for any additional information.
BAA Schedule J (Form 990) 2014
TEEA4103 10/17l14
CITIZENAUDIT.ORG PAGE #00142
SCHEDULE M
Noncash Contributions 0MB "0 154500"
(Form 990)
Complete if the organizations answered 'Yes' on Form 990, Part IV, lines 29 or 30.
Attach to Form 990.
. . . 0 m llo
Internal Revenue Semce Information about Schedule M (Form 990) and its instructions is at (19%!er
Name at the organization
Department of the Treasury
Employer Identification number
Donors Trust. Inc. 52-2166327
Types of Property
.
Check if Number of Noncash contribution Method of determining
applicable contributions or amounts reported noncash contribution amounts
items contributed on Form 990,
Part
Art - Works of an
Art - Historical treasures
Art - Fractional interests
Books and publications
Clothing and household goods
Cars and other vehicles
Boats and planes
Intellectual property
Securities - Publicly traded Securities - Closely held stock
Securities - Partnership, LLC, or trust interests. .
Securities - Miscellaneous
. Avq value on donation date
.-
Qualified conservation contribution -
Historic structures
14 Qualified conservation contribution - Other. . . .
15 Real estate - ReSIdential
15 Real estate - Commercial
17 Real estate - Other
18 Collectibles
19 Food inventory
20 Drugs and medical supplies
21 TaXIdermy
22 Historical artifacts
23 SCIentilic specimens
24 Archeological artifacts
25 Other>
26 Other>
27 other>
28 Other>
29 Number of Forms 8283 received by the organization during the tax year for contributions for which the
organization completed Form 8283, Part IV, Donee Acknowledgement30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28, that it must
hold for at least three years from the date of the initial contribution, and which is not reqUIred to be used for exempt
purposes for the entire holding period'Yes,' describe the arrangement in Part II.
31 Does the organization have a gift acceptance policy that reqmres the reVIew of any non-standard contributions?
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions?
b If 'Yes,' describe in Part II.
33 If the organization did not report an amount in column for a type of property for which column is checked,
describe in Part II.
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2014)
TEEA4601 05/28/1 4
CITIZENAUDIT.ORG PAGE #00143
Schedule M (Form 990) (2014) Donors Trust Inc . 52 -2166327 Page 2
IRE-fill!" Supplemental information. Provide the information requnred b Part-I, lines 30b, 32b, and 33, and whether
the organization is reporting in Part I, column the number 0 contributions, the number of items
received, or a combination of both. Also complete this part for any additional information.
Pt I Line 32b Financial institutions/brokers used to sell marketable
Pt I col(b) securities
Pt I col(b) This is the number of contributions received from a
Pt I col(b) unique donor on a particular date. May consist of
Pt I col(b) numerous different securities if received on same date
Pt I col(b) as part of same contribution.
BAA
TEEA4602 08/18/14 Schedule M (Form 990) (2014)
CITIZENAUDIT.ORG PAGE #00144
SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ
(Form 990 0' 990-EZ) Complete to provude Information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ. '7 W
Department oi the Treasury Information about Schedule 0 (Form 990 or 990-EZ) and its instructions IS @Wm 3(0) W
Internal Revenue semce at Irs.gov/form990.
Name ol the organlzauon Employer identification number
Donors Trust. Inc. 52-2166327
Pt VI, Line 11b FORM 990 REVIEWED BY OFFICERS PRIOR TO FILING. IN
Pt VI, Line 11b ADDITION, FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS
Pt VI, Line 11b SHORTLY AFTER FILING FOR THEIR REVIEW AND COMMENTS. IF
Pt VI, Line 11b ANY ISSUES ARE RAISED, APPROPRIATE REMEDIAL ACTION IS
Pt VI, Line 11b TAKEN, INCLUDING FILING AN AMENDED FORM 990 IF REQUIRED.
Pt VI, Line 19 IF REQUIRED TO BE DISCLOSED BY APPLICABLE STATUTE,
Pt VI, Line 19 REGULATION OR OTHER ADMINISTRATIVE RULE, AVAILABLE BY
Pt VI, Line 19 REQUEST AT ORGANIZATION S OFFICE.
Pt VI, Line 3 SOME PROGRAMS LISTED AT PART USE INDEPENDENT
Pt VI, Line 3 CONTRACTORS. DIRECT SUPERVISION OF INDEPENDENT
Pt VI, Line 3 CONTRACTORS CARRIED OUT BY THE OFFICERS.
Pt VI, Line 12c THE ORGANIZATION ASKS EACH BOARD MEMBER AND OFFICER
Pt VI, Line 12C TO ATTEST TO COMPLIANCE WITH THE POLICY ON AN ANNUAL
Pt VI, Line 12C BASIS.
Pt VI, Line 15a THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED
Pt VI, Line 15a OF INDEPENDENT BOD MEMBERS THAT APPROVES SALARIES ON AN
Pt VI, Line 15a ANNUAL BASIS AFTER REVIEWING COMPARABLES
Pt VI, Line 15b SEE RESPONSE FOR PT VI, LINE 15A
Other Pt VI-C, Line 17
Other Pt VI-C, Line 17
Other Pt VI-C, Line 17
Other Pt VI-C, Line 17
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 08/18/14 Schedule 0 (Form 990 or 990432) 2014
CITIZENAUDIT.ORG PAGE #00145
SCHEDULE R Related Organizations and Unrelated Partnerships
(Form 990) Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 3
Attach to Form 990.
Depanment of the Treasury Information about Schedule R (Form 990) and its instructions IS at irs gov/form990
Internal Revenue Servrce
OMB No. 1545-0047
5b, 36, or 37.
all
@jom to Mlle
p-etion
Name of the organization
Donors Trust, Inc.
Employer Identification number
52-2166327
m Identification of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV, line 33.
(C)
(0
Name, address, and EIN (if applicable) of disregarded entity Primary actiVity Legal domICIIe (state Total income End-of-year assets Direct controlling
or foreign country)
entity
ill Donors Erasrl
- - I&09-Qiaganal .Rri-S.te-2.89
l l elegandriai- LIA galls Inact ive
27-0704085 MD
Donors Trust. Inc.
121 retest. Market .. .LLC.
- - iaooJiiaganaI .Riilstiegiap
g - Alejand-rig- 1/1; 23.111 Provide administrative
27-0685825 support services MD
Donors Trust, Inc.
.(31 2T. .Iatestnieimts ii .LLQ
- - I8.0.0-D.i.aggnal .Rri-Slt.el2.8.0
- - Al-egcaildlriaJ-I 25-15 Hold investment
46-2310413 prooertv DE
Donors Trust, Inc.
mil Identification of Related Tax-Exempt Organizations Complete if the organization answered 'Yes' on Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.
(C)
Name, address, and EIN of related organization Primary activity Legal domICIle (state Exempt Code
or foreign country) section
. .
Public chari status Direct controlling Sec 51
(if section 5 entity controlled entity?
Yes No
.0.) Donors .Cant.it a1. Eunldl Inc -
- - .139. .139& .12 Q5
Alexandria VA 223 13 Grant making
54-1934032 MD 501(c)(3)
509(a) l1) Tvpe 1 so X
(7-) Pr0jegtl Liberia/.1 -
- l I $10.0. Dias 9n.a.l .R.dl S.t.e- 2.81)
Alexandria, VA 22314 Direct charitable
27-3542181 proqram activity DE 501(c)(3)
509(a) (1) Time 1 so X
.(32
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 03/22/14
Schedule R (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00146
Schedule R (Form 990) 2014
Donors Trust,
Inc .
52-2166327
part In Identification of Related 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.
Page 2
Name, address, and EIN of
related organization
Primary activny
(C)
Legal
domicile
(state or
foreign
country)
Direct
controlling
entity
Predominant income
(related, unrelated,
excluded lrom tax
under sections
512-514)
(0 (9)
Share of total Share of
income end-of-year
assets
Dispropor-
tionate
allocations?
(I)
Code V-UBI
amount In box
20 of Schedule
K-1 (Form
Yes No
1065)
(J)
General or
managin
partne .
Yes No
Percentage
ownership
part IV Identification of Related Organizations Taxable as a Corporation or Trust Complete if the or anization answered 'Yes' on Form 990, Part IV.
line 34 because it had one or more related organizations treated as a corporation or trust during t e tax year.
Name, address, and EIN of related organization
Primary actIVIty
Legal domicde
(state or foreign
(C)
country)
Direct
controlling
entity
T (ef) It
e o eni
S c036,
or trust)
Share of
total income
Share 0 end-of-
year assets
00
Percentage
ownership
m
Sec 512(b)(13)
controlled entitf?
Yes No
TEEASOOZ 08/22/14
Schedule R (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00147
Sche
0 Sharing of paid employees with related organization(s)
dule R (Form 990) 2014
Donors Trust,
Inc .
Transactions With Related Organizations Complete if the organization answered 'Yes' on Form 990, Pan IV,
Note. Complete line 1 if any entity is listed in Parts II, 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 ll-IV?
Receipt of interest (ii) annuities royalties or (iv) rent from a controlled entity
Gift, grant, or capital contribution to related organization(s) .
Gift, grant, or capital contribution from related organization(s)
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
DiVidends from related organization(Sale of assets to related organization(s) . . . . .
Purchase of assets from related organization(s)
Exchange of assets With related organization(s) .
Lease of facilities, eqUIpment, or other assets to related organization(s)
Lease of facilities, eqUipment, or other assets from related organization(s)
Performance of services or membership or fundraising soliCItations for related organization(s)
m Performance of sewices or membership or fundraismg solicnations by related organization(s)
n Sharing of faCilities, equipment, mailing lists, or other assets with related organization(s) .
p Reimbursement paid to related organization(s) for expenses .
q Reimbursement paid by related organization(s) for expenses
r
Other transfer of cash or property to related organization(s)
sOther transfer of cash or property from related organization(s).
52-2166327
35b,or36.
Page 3
line 34Ifthe answer to any of the above is 'Yes,' see the instructions for information on who must complete this line, including covered relationships and transaction thresholds
Name of related organization
Transaction
type
(C) .
Amount involved Method of determining
amount involved
(1) - No controlled entities as defined by IRC sec 512
(2)
(3)
(4)
(5)
(5)
BAA
TEEA5003 08/22/14
Schedule R (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00148
Schedule R (Form 990) 2014 Donors Trust, IncPage 4
m Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 37.
Prowde the followmg information for each entity taxed as a partnership through which the organization conducted more than live percent of its activnies (measured by total assets or gross
revenue) that was not a related organization. See instructions regarding exclu5ion for certain Investment partnerships.
(C) . (I)
Name, address, and EIN of entity Primary actIVity Legal domicile Predominant Are all partners Share of Share of Dispropor- Code V-UBI General or Percentage
(state or foreign income section total income end-of-year tionate amount in box managing ownership
country) (related, unre- 501(c)(3) assets allocations? 20 of Schedule partner?
lated, excluded organizations? K-1
from tax under Form (1065)
512-514BAA 08/22/14 Schedule R (Form 990) 2014
CITIZENAUDIT.ORG PAGE #00149
Schedule R (Form 990) 2014 Donors Trust, Inc .
[Part VII ISupplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
52-2166327 Page 5
BAA
TEEA5005 08/221111
Schedule R (Form 990) 2014
|
| 2013/12 |
990-EO |
2014/12 |
|
1i
2014
7b
{l
l
w
QATN
Form
Return of Organization Exempt From Income Tax
Under section 501 527, or 4947(a)(1) of the lntemal Revenue Code (except private foundations)
Do not enter Social Security numbers on this form as it may be made public
lnforrnation about Form 990 and its instructions is at
Department of the Treasury
lntemal Revenue Semce
OMB No 1545-0047
Open to Public
Inspection
l
A For the 2013 calendar year, or tax year beginning
2013. and ending
8 Check if applicable C Name of organization Dono rs Trus t I I nc . D Employer Identication Number
Address change Daing Busmess Name mange Number and street (or P 0 box if mail is not delivered to street address) Room/snite E Telephone number
Inmalretum 109 North Henry Street (703) 535-3563
Temmamd City or town, state or provmce, country. and ZIP or foreign postal code
Amendedrefum Alexandria VA 22314-2903 G Grossreceipts $120,917,890.
F Name and address of pnncipal ofcer
WhitneLL. Ball 109 North Henry Street Alexndria
Application pending
VA 22314
I I I501(c)( (insertno) I I4947(a)(1)orI I527
H(a) Is this a group ietun-i for su
Are all subordinates included"
If 'No, attach a list (see instructions)
bordinatesWebsite: . donorstrust org H(c) Group exemption number
K Form of organization IXICorporation I ITrust I I Assoaation I I Other I L Year of formation 1 9 9 9 4M State of legal domicile MD
[Part I ime
1 Briey describe the organizations mi55ion or most Signicant actIVIties 911111111}:
a eece memes- 5281353011- reaveze _Iu s
33:9 125., LNELQDJEQ 25951331451319 810.01% emerge,
g EELIBQNMEIETJ ggveetwget EQFLEE 5121432 ARES. are
3 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
5 3 Number of voting members of the governing body (Part VI, line 1aNumber of independent voting members of the governing body (Part VI, line 1bTotal number of indIVIduals employed in calendar year 2013 (Part V, line 2aTotal number of volunteers (estimate if necessaryTotal unrelated busmess revenue from Part column (C), line Net unrelated busmess taxable income from Form 990-T, line Prior Year Current Year
In 8 Contributions and grants . . . . . . . . . . . . . . . . . . . . . . . . 45I 908I 735, 103I 380I 831
2 9 Program sewice revenue (Part line 29Investmentincome (Part column (A), lines 882I 588 425, 939
I: 11 Other revenue (Part column (A), lines 5, 6d, 80, 9c, 10c, and 11eTotal revenue add linesethrough 11 (must equal (A), line 12) . . . . . 47I 559I 207 I 104I 533I 200,
13 Grants and Similar amounts paid (Part IX, column (A), lines 1~Benets paid to or for members (Part IX, column (A), line Salaries, other compensation, employee benets (Part IX, column (A), lines 5-1016a Professmnal fundraismg fees (Part IX, column (A), line HeTotal fundraismg expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a-11d, 1%141, 416 . 427, 369 .
18 Total expenses Add lines 1317 (must equal Part IXRevenuelessexpenses Subtractline18fromline12II? . . . 77.) . . . . 4I452I221, 64I843I518,
AggI II 2? Beginning of Current Year End of Year
3 20 Totalassets(PartX,line1630I679I673, 102I089I508I
3E 21 Total liabilities (Part X, line 26Net assets or fund balances. Subtract line 21 from lin"e 207as.
30, 614, 131.
102,076, 607.
D 3 e - I
[Part II [Signature Block I U919 3N. U U
mitt?
Under penalties of perjury, l d
complete Declaration of pr than om reparer has any knowledge
is based on all I tion of Mn
427%
I have gained this return. including accompanying schedules and statemenE, and to that )est of my knowledge and belief, it IS true. correct, and
[at l 1/1/01/ ZOI
Sign Iofcer 7 '7 I Oat?!
Here hltney L Bal President a CEO
Type or print name and title
Punt/Type preparers name Preparers signature Date Check I I ,1 PTIN
Paid A .1 r. 1 sell-employed
Preparer Finn'snama be .1. I - Brepare
Use Only Fin'n's address Finn's
Phone no
May the IRS discuss this return With the preparer shown above? (see instructionsBAA For Paperwork Reduction Act Notice. see the separate instructions.
TEEAO101 11I08I13
Form 990 (2013)
417
CITIZENAUDIT.ORG PAGE #00002
Form 990 (2013) Donors Trust, Inc. 522166327 P3992
atement of Program Service Accomplishments
Check If Schedule 0 contalns a response or note to any line in this Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
Bney descnbe the organization's missmn
SUPPORT CHARITIES SPONSOR PROGRAMS
e 50315190.-
2 the organization undertake any signicant program servuces dunng the year were not listed on the pnor
Form 990 or 990-529 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Yes No
If Yes, descnbe these new semces on Schedule 0.
3 Did the organization cease conducting, or make signicant changes in how it conducts. any program services'Yes. descnbe these changes on Schedule 0.
4 Descnbe the organization's program service accomplishments for each of Its three largest program servnces, as measured by expenses
Section 501(c)(3) and 501(c)(4) organlzations and section 4947(a)(1) trusts are reqwred to report the amount of grants and allocations to
others, the total expenses. and revenue. If any. for each program servuce reported.
4 a (Code (Expenses Including grants of (Revenue
25F. 313093611 5.39 JEEP) 39913194. ALEJQVILNE IRJEQTPBE
EBALNLF _T_Hll .39 EPPBI 391.337 EATEL $459095
LS. 40.53"- 1113317313} YE 1W 12 35121951: BEEQSI
211C399 QLNE 10. $1915: EVE Fir- -
E Li 3512 51111 1411195 QUEBEE
21113713113. INPILIPLJAH ELVJEQ BE 12 BE 5395 5.1131 113-111. 51153455
JES. 933% ED. IQ EQZEBE MEFI 1:1;
4 b (Code (Expenses Including grants of 0 (Revenue 0
MEEKEI 5 IBEE 351131! 313913019151"! 3.1?ng
AZAJLPIBJJE b11_S 1.0.11.5. EN. WET.
4 c (Code (Expenses 4 95 4 33 Including grants (Revenue 0
91:21 EABE f5 1:14.02 5.11.1 .1 E 3339110341 L air}- (if. 9131?. 920.95 61ml
EELEJQVISBI 13 9 AWBB 123.13- 0_ 9 1115 E 135} I E03. 513291;!
MINE 12 35123. IETEBESLPEQ .1E EEO. 11113. 1:3. 95}:
25251199;
4 d Other program services (Descnbe In Schedule 0.)
4e Total program service expenses
BAA
(Expenses including grants TEEA0102 07/02113
(Revenue
Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00003
For") 990(2013) Donors Trust, Inc. 52-2166327 P3963
[En iv [Checklist of Regred Schedules
Yes No
1 Is the organization descnbed in section 501(c)(3) or 4947(a)(1) (other than a pnvate foundation)? If Yes,'complete
ScheduleA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 X
2 Is the organization reqUired to complete Schedule B, Schedule of Contributors (see instructionsDid the organization engage in direct or indirect political campaign actiwties on behalf of or In opposmon to candidates
for public ofce? If Yes,'complete Schedule C, Part Section 501(c)(3) organizations. Did the organization engage In lobbying activmes, or have a section 501(h) election
in effect dunng the tax yeai? If Yes,'complete Schedule C, Part the organization a section 501(c)(4). 501(c)(5), or 501(c)(6) organization that receives membership dues,
assessments, or Similar amounts as dened in Revenue Procedure 98-19? If Yes, complete Schedule C, Part . . . . . . 5 X
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the
to prowde adVIce on the distnbution or investment of amounts in such funds or accounts? If 'Yes, complete Schedule D, X
Part Did the organization receive or hold a conservation easement, including easements to preserve open space, the
enVIronment, historic land areas, or historic structures" If Yes, complete Schedule D, Part Did the organization maintain collections of works of art, histoncal treasures, or other Similar assets? If Yes,
complete Schedule D, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 X
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian
for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation
serVices? If Yes,'complete Schedule D, Part Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,
permanent endowments, or quaSI-endowments? If Yes,complete Schedule D, Part the organizations answer to any of the followmg questions is 'Yes, then complete Schedule D, Parts VI, VII, lX,
or X as applicable
3 Did the organization report an amount for land, bUIldings and eqmpment in Part X, line 10? If Yes,'complete Schedule
D, Part Did the organization report an amount for investments other secunties in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 167 If 'Yes,complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 b X
c Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If Yes,'complete Schedule D, Part . . . . . . . . . . . . . . . . . . . . . . . . . . 11 c X
d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported
in Part X, line 16? If Yes, complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes, 'complete Schedule D, Part Did the organization's separate or consolidated nanCIal statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax posmons under FIN 48 (ASC 740)? If 'Yes,complete Schedule D, PartX . . . . . 11f X
12a Did the organization obtain separate. independent audited nanCial statements for the tax year? If Yes,'complete
Schedule D, Parts XIWas the organization included in consolidated, independent audited nancial statements for the tax yeai? If 'Yes,'and
if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . . . . . .7 12 b X
13 Is the organization a school described in section If 'Yes, 'complete Schedule 143 Did the organization maintain an ofce, employees, or agents out5ide of the United StatesDid the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg,
business, investment, and program serwce actiVIties outSide the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes,'complete Schedule F, Parts land Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants Or other aSSIstance to or for any
foreign organization? If 'Yes,'complete Schedule F, Parts Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other a55istance to
or for foreign indIVIduals? If 'Yes,'complete Schedule F, Parts Ill and anization report a total of more than $15,000 of expenses for professional fundraising seNices on Part IX,
column (A lines 6 and 11e? If Yes, 'complete Schedule G, Part I (see . . . . . . . . . . . . . . . . . . . . . 17 X
18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part
lines 1c and 8a? If 'Yes,complete Schedule G, Part Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If 'Yes,
complete Schedule G, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 X
20 a Did the organization operate one or more hospital facilities? If 'Yes,'complete Schedule 'Yes' to line 20a. did the organization attach a copy of its audited nancial statements to this retum20b
BAA TEEA0103 11/08113 Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00004
V
TEEAO104 11111l13
Form 990(2013) Donors Trust, Inc. 52-2166327 P3994
[Part IV [Checklist of Required Schedules (continued)
Yes No
21 Did the organization report more than $5,000 of grants or other a35istance to any domestic organizations or
government on Part IX, column (A), line 1'7 If 'Yes,'complete Schedule I, Parts land Did the organization report more than $5,000 of grants or other to indiwduals in the United States on Part
IX, column (A), line 2? If 'Yes,'complete Schedule I, Parts land Ill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 X
23 Did the organization answer 'Yes' to Pan VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former ofcers, directors, trustees, key employees, and highest compensated employees? If 'Yes,complete
Schedule 24a Did the organization have a tax-exempt bond issue With an outstanding princ1pal amount of more than $100,000 as of
the last day of the year, that was Issued after December 31, 2002? If 'Yes,answerlines 24b through 24d and
complete Schedule K. If No, '90 to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 X
b Did the organization invest any proceeds of taxexempt bonds beyond a temporary penod exceptionDid the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bondsDid the organization act as an 'on behalf of issuer for bonds outstanding at any time dunng the year24d
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benet transaction With a
disqualied person dunng the year? If 'Yes,'complete Schedule L, Partthe organization aware that it engaged in an excess benet transaction With a disqualied person in a prior year, and
that the transaction has not been reported on any of the organization's pnor Forms 990 or If 'Yes,complete
Schedule L, Partl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b X
26 Did the or anization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former o icers, directors, trustees, key employees, highest compensated employees, or disqualied persons?
If so, complete Schedule L, Part Did the organization prowde a grant or other a55istance to an ofcer, director, trustee. key employee, substantial
contributor 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 X
23 Was the organization a party to a business transaction With one of the followmg parties (see Schedule L. Part IV
instructions for applicable ling thresholds, conditions, and exceptions)
a A current or former ofcer, director, trustee, or key employee? If Yes,'complete Schedule L, Part family member of a current or former ofcer, director, trustee, or key employee? If Yes, complete
Schedule L, Part 251; X
c An entity of which a current or former ofcer, director, trustee, or key employee (or a family member thereof) was an
ofcer, director, trustee. or direct or indirect owner? If 'Yes,'complete Schedule L, Part 213;; X
29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes, complete Schedule Did the organization receive contributions of art, histoncal treasures, or other Similar assets, or qualied conservation
contributions? If Yes,'complete Schedule Did the organization quUIdate, terminate, or dissolve and cease operations? If Yes, complete Schedule N, Part Did the organization sell. exchange, dispose of, or transfer more than 25% of its net assets? If Yes,'complete
Schedule N, Part 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, PartWas the organization related to any tax-exempt or taxable entity? If Yes, complete Schedule R, Parts II, IV, 7
and V, line 353 Did the organization have a controlled entity Within the meaning of section 512(b)(13'Yes' to line 35a, did the organization receive any payment from or engage in any transaction With a controlled
entity Within the meaning of section 512(b)(13)? If 'Yes,'complete Schedule R, Part V, line Section 501 c)f(3) organizations. Did the or anization make any transfers to an exempt non-chantable related
organization. 'Yes, complete Schedule R, an v, line Did the organization conduct more than 5% of its activmes through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes? If Yes,completa Schedule R, Part Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19?
Note. All Form 990 lers are reqUIred to complete Schedule BAA Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00005
V
Form 990(2013) Donors Trust, Inc. 52-2166327 P8985
[Bart Alf Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response or note to any line in this Part Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . 1 a 1 1 2"
b Enter the number of Forms WZG included in line 13 Enter -0- if not applicable . . . . . . . . . 1 b
c Did the organization comply With backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) Winnings to prize Winners?
2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-
ments, led for the calendar year ending With or Within the year covered by this return . . . . . 2 a
b If at least one is reported on line 2a, did the organization le all requwed federal employment tax returns?
Note. If the sum of lines 1a and 23 is greater than 250, you may be reqUIred to e-le (see instructions) f i, I
3 a Did the organization have unrelated busmess gross income of $1,000 or more during the year'Yes' has it led a Form 990T for this yeail If 'No' to line 3b, provide an explanation In Schedule any time during the calendar year, did the organization have an interest in, or a Signature or other authority over, a
nancial account in a foreign country (such as a bank account, securities account. or other nancial account'Yes. enter the name of the foreign country - f
See instructions for ling reqwrements for Form TD F 90-221, Report of Foreign Bank and FinanCIal Accounts J
5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax yearDid any taxable party notify the organization that it was or is a party to a prohibited tax shelter transactionYes, to line Sa or 5b, did the organization le Form . . . . . . - . . . . - . . . . . . . . . . . . . . . . . . . . 5 c
6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
what any contributions that were not tax deductible as charitable contnbutions'Yes, did the organization include With every solicnation an express statement that such contributions or gis were
not tax deductibleOrganizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and I:
services provided to the payor'Yes. did the organization notify the donor of the value of the goods or serwces providedDid the organization sell, exchange, or otherwise dispose of tangible personal property for which it was reqUIred to le
Form 8282'Yes, indicate the number of Forms 8282 led during the year . . . . . . . . . . . . . . . . I 7d| ,1 1' J
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benet contractDid the organization, during the year, pay premiums, directly or indirectly. on a personal benet contractthe organization received a contribution of qualied intellectual property, did the organization le Form 8899
as requiredthe organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization le a
Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7h
8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess busmess A
holdings at any time during the yearSponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable distributions under section 4966Did the organization make a distribution to a donor, donor adVIsor, or related personSection 501(c)(7) organizations. Enter "2 r
a Initiation fees and capital contributions included on Part line Gross receipts, included on Form 990, Part line 12, for public use of club facilities . . . . . 10b A 5 I
11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . 11 a j
b Gross income from other sources (Do not net amounts due or paid to other sources 1 A. '2
against amounts due or received from them12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization ling Form 990 in lieu of Form 1041'Yes, enter the amount of taxexempt interest received or accrued during the year . . . . . . I 12 bl
13 Section 501(c)(29) qualied nonprot health insurance issuers. J
a is the organization licensed to issue qualied health plans in more than one state133
Note. See the for additional information the organization must report on Schedule 0.
b Enter the amount of reserves the organization is reqUIred to maintain by the states in
which the organization is licensed to issue qualied health plans . . . . . . . . . . . . . . . . 13b
c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c
14a Did the organization receive any payments for indoor tanning serVices during the tax year'Yes, has it led a Form 720 to report these payments? If No, provrde an explanation in Schedule 14b
BAA TEEA0105 07/02/13
Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00006
Form990(2013) Donors Trust, Inc. 522166327 P3996
IPart VI IGovernance, Management and Disclosure For each Yes'response to lines 2 through 7b below, and for
a No response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in
Schedule 0. See
Check If Schedule 0 contaIns a response or note to any ne In thIs Part Section A. Governing Body and Management
Yes No
1 3 Enter the number of votIng members of the govemIng body at the end of the tax year . . . . . . 1a 4
If there are matenal differences In votIng among members
of the governing body. or If the govemIng body delegated broad
authorlty to an executIve commIttee or SImIlar committee. explain In Schedule 0.
b Enter the number of votIng members Included In Me 1a. above, who are independent . . . . . 1 b 3
2 any ofcer, dIrector. trustee. or key employee have a famIIy relationshIp or a busmess relatIonshIp WIth any other
ofcer, dIrector. trustee or key employeethe organIzatIon delegate control over management dutIes customanly performed by or under the dIrect SuperSlon
of ofcers. dIrectors or trustees. or key employees to a management company or other personOld the organIzatIon make any SIgnIcant changes to Its govemIng documents
smce the pnor Form 990 was ledthe organIzatIon become aware dunng the year of a SIgnIcant dIverSIon of the organIzatIons assetsOld the organIzatIon have members or stockholdersthe organIzatIon have members. stockholders, or other persons who had the power to elect or appomt one or more
members of the govemIng bodyAre any governance deClSlOlIS of the organIzatIon reserved to (or subject to approval by) members,
stockholders, or other persons other than the govemIng bodyOld the organIzatIon contemporaneously document the meetIngs held or wntten actIons undertaken dunng the year by
the followmg
a The govemIng bodyEach commIttee WIth authority to act on behalf of the govemIng bodythere any ofcer. dIrector, trustee. or key employee IIsted In Part VII, SectIon A. who cannot be reached at the
organIzatIon's address? If Yes,provrde the names and addresses In Schedule Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
103 the organIzatIon have local chapters, branches. or aflIates'Yes, dId the organIzation have written pOllCIeS and procedures governIng the actIvities of such chapters, aftiIIates, and branches to ensure theIr
operatIons are consIstent with the organizatIon's exempt purposesHas the organIzatIon provided a complete copy of this Form 990 to all members of Its governing body before mm the formDescnbe In Schedule 0 the process, If any. used by the organIzatIon to reVIew thIs Form 990. I
12a the organIzatIon have a wntten conIct of Interest polIcy? lf No,'Were ofcers. dIrectors, or trustees. and key employees reqUIred to dIsclose annually Interests that could give nse
to contiIcts7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12b X
c the organIzatIon regularly and conSIstentIy monItor and enforce compIIance with the polIcy? If Yes,descnbe in
Schedule 0 how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 c X
13 the organIzatIon have a when polIcyOld the organIzatIon have a wntten document retentIon and destructIon polIcythe process for deterrnInIng compensatIon of the followmg persons Include a reVIew and approval by Independent 7
persons, comparabIlIty data, and contemporaneous substantIation of the delIberatIon and deCISIon?
a The organIzatIon's CEO, ExecutIve DIrector, or top management OfClaI . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 X
b Other ofcers of key employees of the organIzatIon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15b X
If 'Yes to ne 15a or 15b, descnbe the process In Schedule 0. (See InstructIons.)
163 the organIzatIon Invest In. contnbute assets to. or partIprate In a pm venture or simIlar arrangement WIth a
taxable entIty dunng the year'Yes, dId the organizatIon follow a wntten polIcy or procedure requmng the organIzatIon to evaluate Its j
partICIpatIon In jOInt venture arrangements under applIcable federal tax law. and taken steps to safeguard the
organIzatIon's exempt status WIth respect to such arraements16b
Section C. Disclosure
17 LIst the states WIth a copy ofthIs Form 990 is required to be led
1B SectIon 6104 requIres an organizatIon to make Its Forms 1023 (or 1024 If applIcable). 990. and 990-T (501(c)(3)s only) avaIlable for publIc
InspectIon IndIcate how you make these avallable. Check all that apply.
Own webSIte Anothers webSIte Upon request D Other (explain in Schedule 0)
19 Descnbe in Schedule 0 whether (and if so, how) the organizatIon makes Its governing documents. contlIct of Interest policy, and nancial statements avaIlable to
the public during the tax year
20 State the name. phySIcal address, and telephone number of the person who possesses the books and records of the organizatIon
Donors Trust Alexandria, VA 22314-2903 (703) 535-3563
BAA 07/0213 Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00007
Form990(2013) Donors Trust, Inc. 52-2166327 Page7
[Part VII [Compensation of Ofcers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
independent Contractors
Check if Schedule 0 contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
Section A. Ofcers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons requrred to be listed Report compensation for the calendar year ending With or Within the
organization's tax year
0 List all of the organization's current ofcers, directors, tnistees (whether indiViduals or organizations), regardless of amount of
compensation Enter -0 in columns (D), (E), and (F) if no compensation was paid
0 List all of the organization's current key employees, if any. See instructions for denition of 'key employee
0 List the organization's ve current highest compensated employees (other than an ofcer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
0 List all of the organization's former ofcers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations
0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations
List persons in the followmg order individual trustees or directors; institutional trustees, ofcers, key employees, highest compensated
employees, and former such persons
'1 Check this box if neither the organization nor any related organization compensated any current ofcer, director, or tnistee.
(C)
$3332 Erenm @3333; mer a d'rem'mgee) comgeareggtiagnefmm comgzgosggiefmm
W533i("17352953125135
for related 2- 3 a 2% g organization
organizaand related
tions .3 g- 8 g g n organizations
below g) is
dotted E 5 3
line.B_a 11. .39 L09
President CEO 15.00 X X X 219,000. 0. 21,900.
5139521;qu - 9-.59
Chairman (.3). games _P_i er_e_s en. s 9 L59
Vice Chalrman X 0. O. O.
Q Bums Q L59
Di rector X 0 0 . 0
J3). Efe/.9. Zia-ii} -_09
CFO, Sec-Treas. 10.00 X X 187,750. 0. 18,775.
L5)
7
L) j
(3)
(.9) . . 4
112) 1
(11(14)
. .
BAA 07/05/13 Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00008
Fom990Q013) Donors TrustJ Inc.
522166327
Pge 8
lPart ISection A. Ofcers, Directors, Trustees, Ke Employees, and Highest Com ensated Employees (conllnuet
(B) (C)
P ll
(A) Aryaer go magma (D) (E) (F)
ems x. un ess person ted
Name and we weak 1 and a amoigtnoal other
.23: 3' (Mr-5719099qu rer'iN-ziigamsgs 13??
$31? 9. g E. 8 m 1:51. g 3 organization
[med BE. r: 3 andrelated
ofgamza 9- 2 a 3 organizations
vans a a 3
below (A g G a
dotted 67 a
line) G 8 35-?
Q.
115) . . . -
(15)
. . . -
(17)
115 -
-
122)
(21)
2
12.) . . s
(23)
(24)
(25) g
1bSub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 406,750. 0. 40,675.
c Total from continuation sheets to Part VII, Section dTotal(addIines1band1c405,750. 0_ 40,575.
2 Total number of Indiwduals (including but not limited to those listed above) who received more than $100,000 of reportable compensation
from the organization 2
3 Did the organization list any former ofcer, director. or trustee. key employee, or highest compensated employee
on line 1a'7 If Yes,complete Schedule J for such indiwdual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 X
4 For any indiwdual listed on line 1a, is the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If Yes' complete Schedule J for
such indiwdual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 X
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiVidual
for sewices rendered to the organization? If Yes. complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . 5 X
Yes No
Section B. Independent Contractors
1 Complete this table for your ve 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 busmess address
(B)
Description of serwces
(C)
Compensation
Claire Kittle 2868 Tradew1nd Dr
Mount Pleasant SC 29466
Administrative and
118, 632.
2 Total number of independent contractors (including but not limited to those listed above) who received more than
3100.000 of compensation from the organization 1
BAA
11I11I13
j
i
Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00009
Form 990 (2013)
|Part Statement of Revenue
Donors Trust,
Inc.
52-2166327
Page 9
Check If Schedule 0 contaIns a response or note to any lIne in Ms Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(A)
Total revenue
(3)
Related or
exempt
functron
revenue
(0)
Unrelated
business
revenue
(D)
Revenue
excluded from tax
under sectIons
512-514
1a
b
c
d
e
f
CONTRIBUTIONS. GIFTS, GRANTS
h
Federated campargns . . . . . 1a
dues . . . . . . . 1 b
Fundralsmg events . . . . . . . 1 c
Related organIzatIons . . . . . 1d
Government grants (contnbulions) . . 1e
All other contnbutlons, is, grants, and
sImIlar amounts not In uded above. .
A
-u
103. 380. 831 .
g Noncash contnbutions included In llnes 13-"
Total. Add lines 1a-15. 140.826.
103. 380PROGRAM SERVICE REVENUE AND OTHER SIMILAR AMOUNTS
Administratlon services
Buslness Code
561000
726.430.
726.430.
All other program serVIce revenue . . .
g Total. Add IInes 2a-726,430OTHER REVENUE
9a
b
10a
b
Investment Income (includmg dIVIdends,
other srmIIar amountsInterest and
D
Income from Investment of tax-exempt bond proceeds . .
RoyaltIes . . . . . . . . . . . . . . . .
270.233.
270. 233.
(I) Real
Personal
Gross rents
Less: rental expenses
Rental income or (loss) . .
Net rental Income or (lossGross amount from sales of 0 ecu" es
(II) Other
assets other than Inventory.
16.540.396.
Less cost or other basrs
and sales expenses . . .
16.384. 690.
GaIn or (loss)
155.706.
Gross Income from fundraIsmg events
(not IncludIng. .5
of contnbutrons reported on Me 1c).
See Part IV. line Less: dIrect expenses . . . . . . . .
Gross Income from gamIng actIvmes.
See Part IV. lIne Less dIrect expenses . . . . . . . .
Gross sales of Inventory. less returns
and allowances
Less. cost of goods sold . . . . . . .
d Net galn or (loss155.706.
155. 706.
b
c Net Income or (loss) from fundraIsmg events . . . . . . .
b
c Net Income or (loss) from gamIng actiVItIes . . . . . . . .
b
c Net Income or (loss) from sales of Inventory . . . . . . .
Mrscellaneous Revenue
Buslness Code
d
All other revenue . . . . . . . . . . .
e Total. Add IInes 11a-11d . . . . . . . . . . . . . . . . .
12 Total revenue. See instructIons . . . . . . . . . . . . .
J
104. 533.200.
1.152.369.
BAA
07l08l13
Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00010
TEEAO110 11/08/13
Form 990 (2013)
Form 990 (2013) Donors Trust, Inc. 52-2166327 Page 10
LPart IX iStatement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A)
Check if Schedule 0 contains a response or note to any line in this Part mail amounts reported 0" ""es Total xgenses PrograSn )sewice Manage(m)ent and Fundra)ismg
Part expenses general expenses expenses
1 Grants and other aSSIstance to governments
and organizations in the United States. See
PartIV.line21 . . . . . . . . . . . . . . .. 38,475,416. 384475.416
1 2 Grants and other aSSIstance to indwiduals in
l the United States See Part IV, line Grants and other a55istance to governments,
i organizations, and indiViduals outSide the
United States See Part IV. lines 15 and 16 . .
4 Benets paid to or for members . . . . . . . .
5 Compensation of current ofcers. directors.
trusteesandkeyemployees - - - - - - - -- 447,425. 297,715. 43,024. 106,686.
6 Compensation not Included above. to
disqualied persons (as dened under
section and persons described
in section 4958Othersalanesandwages . . . . . . . . . .. 296,401_ 213,524. 40,472. 42,405.
Pen5ion plan accruals and contributions
1 (include section 401(k) and 403(b) employer
1 contributionsOtheremployeebenets . . . . . . . . . . . 1,647_ 1,167_ 192_ 288
10 Payrolltaxes . . . . . . . . . . . . . . . .. 41,324. 29,271. 4,821. 7,232-
11 Fees for serwces (non-employees).
a Management . . . . . . . . . . . . . . . . .
b Legal . . . . . . . . . . . . . . . . . . . . .
i c Accounting . . . . . . . . . . . . . . . . . .
d Lobbying . . . . . . . . . . . . . . . . . . .
e Professmnal fundraismg services See Part IV, line 17 .
f Investment management fees . . . . . . . . Other (If line 11 amt exceeds 10% of line 25, column
. . 186,510. 168.052. 3.543. 14.915.
12 Advertismgandpromotion . . . . . . . . . . 50,055 1,177_ 0_ 48,878_
13 Ofceexpenses . . . . . . . . . . . . . .. 12,486. 9,055. 1,371. 2,060.
14 Information technology . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . .
i 16 Occupancy . . . . . . . . . . . . . . . . .. 58,130. 41,175. 6,782. 10,173.
17 Travel . . . . . . . . . . . . . . . . . . .. 24,640, 121756. 0. 11,884_
18 Payments of travel or entertainment
expenses for any federal. state. or local
public ofCIals . . . . . . . . . . . . . . . .
19 Conferences. conventions, and meetings . . .
20 lnterest . . . . . . . . . . . . . . . . . . . .
21 Payments to affiliates . . . . . . . . . . . . .
22 DepreCIation. depletion. and amortizationinsurance . . . . . . . . . . . . . . . . . . 4,234, 2,999, 494. 741.
24 Other expenses Itemize expenses not
covered above (List miscellaneous expenses
7 in line 24a If line 24e amount exceeds 10%
i of line 25. column (A) amount. list line 24e
expenses on Schedule 0b29s_tgge_g_d_e1i_v_e;1 5.530 4.0134 610 916
cIeLeptlogg 5.321 3.769 621 931
dgt_1_1_it_i_e_s_ 5.530 3.917 645 968
eAllotherexpenses . . . . . . . . . . . . .. 12,234. 9,134. 1,240. 1,860.
25 . 39,689,582. 39,285,706. 152,589. 251,287.
26 Joint costs. Complete this line only if
the organization reported in column (B)
IOIM costs from a combined educational
campaign and fundraismg solicitation.
Check here if followmg
1 SOP 98-2 (A80 958-720CITIZENAUDIT.ORG PAGE #00011
Form 990(2013) Donors Trust, Inc. 52-2166327 Page"
LPart X [Balance Sheet
Check if Schedule 0 contains a response or note to any line In this Part (A) (3)
Beginning of year End of year
1 Cash - non-interest-beanng . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25,872,655, 2 26,127,758,
3 Pledges and grants receivableAccountsrecewable110,755, 4 97,462,
5 Loans and other receivables from current and former ofcers. directors.
trustees ke em lo ees, and highest compensated employees Complete
Pan ll of ScheduLoans and other receivables from other disqualied persons (as dened under
section 4958(0(1)), persons descnbed in section 4958(c)(3)(B), and contnbuting
employers and sponsoring organizations of section 501(c)(9) voluntary employees'
beneuary organizations (see instructions) Complete Part II of Schedule Notes and loans receivablelnventones for sale Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . 9
103 Land. buildings. and eqUIpment cost or other ba5is.
Complete Part VI of Schedule bLess accumulated depreciation . . . . . . . . . . . . 101, 55,393_ 28,338. 10c 27' 802_
11 Investments - publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . Investments other securities. See Part IV. line Investments program-related. See Part IV. line Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
15 Otherassets. See Part IV. line11 . . . . . . . . . . . . . . . . . . . . . . . . . . 3,895_ 15 3' 699_
16 Total assets.Add lines1through15(mustequal line 3430, 679, 673. 16 102,089, 508.
17 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 850 . 13 850
19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . 19
L 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
21 Escrow or custodial account liability Complete Part IV of Schedule Loans and other payables to current and former ofcers. directors. trustees.
L key employees. highest compensated employees. and disqualied persons
ll. Complete Part II of Schedule Secured mortgages and notes payable to unrelated third parties . . . . . . . . . . . 23
5 24 Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . . 24
25 Other liabilities (including federal income tax, payables to related third parties.
and other liabilities not included on lines 17-24) Complete Part X of Schedule D . . . 25
26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here and complete
1 lines 27 through 29. and lines 30,614,131. 27 102,076. 607_
28 Temporarily net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Z 29 Permanently restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . 29
R Organizations that do not follow SFAS 117 (ASC 958), check here
F and complete lines 30 through 34.
E 30 Capital stock or trust pnncipal. or current funds . . . . . . . . . . . . . . . . . . . . 3o
3 31 Paidin or capital surplus. or land. bUIlding. or eqUIpment fund . . . . . . . . . . . . 31
Q 32 Retained eamings. endowment. accumulated income. or other funds . . . . . . . . . 32
g 33 Totalnetassetsorfundbalances . . . . . . . . . . . . . . . . . . . . . . . . . . . 30,614,131_ 33 102,0761607.
E 34 Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . BAA
TEEAO111 07/08/13
Form 990 (2013)
CITIZENAUDIT.ORG PAGE #00012
Donors Trust, Inc. 52-2166327 Page 12
IPart XI I Reconciliation of Net Assets
Check if Schedule 0 contains a response or note to any line in this Part Total revenue (must equal Pait column (A), line 12Total expenses (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Pait X, line 33, column . . . . . . . . . . . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 46, 618, 8 58
6 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
7 Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3 Pnor period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a
9 Other changes in net assets or fund balances (explain in Schedule Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X. line 33.
oolumn(BIPart XII [Financial Statements and Reporting
Check if Schedule 0 contains a response or note to any line in this Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes No
1 Accounting method used to prepare the Form 990. DCash Accrual DOther
If the organization changed its method of accounting from a pnor year or checked 'Other, explain
in Schedule 0.
2 a Were the organization's nanCIal statements compiled or reVIewed by an independent accountant'Yes, check a box below to indicate whether the nancial statements for the year were compiled or reVIewed on a
separate ba5is, consolidated [33815. or both
D Separate baSlS baSis DBoth consolidated and separate ba5is
b Were the organization's nanCial statements audited by an independent accountant'Yes. check a box below to indicate whether the nanCIal statements for the year were audited on a separate
ba5is, consolidated baSlS. or both
Separate basis Consolidated baSIs DBoth consolidated and separate baSlS
c If 'Yes' to line 2a or 2b. does the organization have a committee that assumes respon5ibility for oversight of the audit,
review. or compilation of its nanCial statements and selection of an independent accountantthe organization changed either its overSight process or selection process dunng the tax year. explain 7
in Schedule 0.
3 a As a result of a federal award, was the organization reqUIred to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 a X
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 in Schedule 0 and describe any steps taken to undergo such audits . . . . . . . . . . . . . . . . . . 3 b
BAA Form 990 (2013)
TEEA0112 07/08/13
CITIZENAUDIT.ORG PAGE #00013
Public Charity Status and Public Support OMENO 15454047
SCHEDULE A . . . . .
Complete if the organization is a section 501(c)(3) organization or a section
(Form 990 r 990452) 4947(a)(1) nonexempt charitable trust. 3
Attach to Form 990 or Form 990-EZ.
. . . . Open to Public
0 T Information about Schedule A (Form 990 or 990-EZ) and its Instructions Is .
ingrniggvge5ew at Inspedw"
Name of the organization Employer identification number
Donors Trust, Inc. 522166327
Wart I Reason for Public Charity Status (All organizations must complete thiart.) See instructions.
The organization is not a private foundation because it is (For lines 1 through 11. check only one box.)
1 A church, convention of churches or association of churches described In section
A school descnbed in section (Attach Schedule E.)
A hospital or a cooperative hospital serVIce organization described in section
A medical research organization operated in conjunction With a hospital described in section Enter the hospital's
name. City, and State
D An organization operated for-the benetof} coeggor EtiversEyovVnEJOFoperated by; EOVeEniemalunitdesgnbed ii sectErT
(Complete Part II
I A federal. state. or local government or governmental unit described in section
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section (Complete Part II
A community trust described in section (Complete Part II
An organization that normally receives. (1) more than 33-1/3% of its support from contributions, membership fees. and gross receipts
from actiVIties related to its exempt functions subject to certain exceptions, and (2) no more than of its support from gross
investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization after
June 30, 1975. See section 509(a)(2). (Complete Part
10 An organization organized and operated excluswely to test for public safety. See section 509(a)(4).
11 An organization organized and operated excluswer for the benet of. to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines 11e through 11h
a DTypel b DType II c DType - Functionally integrated d Type Nonfunctionally integrated
e By checking this box. I certify that the organization is not controlled directly or indirectly by one or more disqualied persons
other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or
section 509(a)(2)
If the organization received a written determination from the IRS that is a Type I. Type II or Type supporting organization.
check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9 Since August 17. 2006, has the organization accepted any gift or contribution from any of the followmg personsperson who directly or indirectly controls. either alone or together With persons descnbed in (ii) and
below. the governing body of the supported organization(ii) A family member of a person descnbed in above(ii)
A 35% controlled entity of a person described In or (ii) above119 (in)
h Prowde the followmg information about the supported organization(s).
(I) Name of supported I) EIN (ill) Type oi o anization (iv) is the Did you notify (vi) is the iv") Amount of monetary
organization (described on ines 1-9 organization in the organization in organization In support
above or IRC section column listed in column (I) of your column (I)
(see Instructions your governing support? organized in the
document(A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act NoticeI see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2013
06I28I13
CITIZENAUDIT.ORG PAGE #00014
ScheduleA(Form 990 or 990-EZ) 2013 Donors Trust, Inc, 522166327 Page2
IPart JSupport Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5. 7, or 8 of Part or if the organization failed to qualify under Pan If the
organization fails to qualify under the tests listed below, please complete Part
Section A. Public Support
Calendar year (or scal year
beginning in) p 2009 2010 2011 2012 2013 Total
1 Gis, grants, contributions. and
membership fees received (00 not
include any 'unusual grants' . . . .
2 Tax revenues levred for the
organization's benet and
either paid to or expended
on Its behalf . . . . . . . . . .
3 The value of serwces or
facilities furnished by a
governmental unit to the
organization without charge. . .
4 -- 16,778,729. 28,998,795. 39,267,594. 45,908,735. 103,380,831. 234,334,684.
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
16,778,729. 28,998,795. 39,267,594. 45,908,735. 103,380,831. 234,334,684.
shownonline11.column(f) .. 65,899,674.
6 Public support. Subtract line 5
fromline4 . . . . . . . . . .. 7_ 4_ _168,435,010_
Section B. Total Sunport
sca' Year 2009 2010 2011 2012 2013 Total
7 - - - - -- 16,778,729. 28,998,795. 39,267,594. 45,908,735. 103,380,831. 234,334,684.
8 Gross income from interest,
diVidends, payments received
on securities loans, rents.
royalties and income from
Similarsources - - - - - - - -- 70,330. 80,800. 206,988. 203,303. 270,233. 831,654.
9 Net income from unrelated
busmess activrties. whether or
not the business is regulady
l carned Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part Total support. Add lines 7
through10 . . . . . . . . . .. 235,156,338_
12 Gross receipts from related activrties, etc (see instructionsFirst ve years. If the Form 990 is for the organization's rst. second. third, fourth. or tax year as a section 501(c)(3) 7
l organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2013 (line 6. column diVided by line 11. column . . . . . . . . . . . . . . . . . 14 7 1 62
15 Public support percentage from 2012 Schedule A, Part II. line 16a 33-1l3% support test 2013. If the organization did not check the box on line 13. and the line 14 is 33-1/3% or more, check this box
and stop here. The organization qualies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b 33-1l3% support test 2012. If the organization did not check a box on line 13 or 16a. and line 15 is 33-03% or more. check this box
and stop here. The organization qualies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
173 1o%-facts-and-circumstances test 2013. If the organization did not check a box on line 13. 163. or 16b. and line 14 is 10%
or more. and if the organization meets the 'facts-and-crrcumstances' test. check this box and stop here. Explain in Part IV how
the organization meets the 'facts-and-CIrcumstances' test. The organization qualies as a publicly supported organization . . . . . . . . .
b 10%-facts-and-clrcumstances test 2012. If the organization did not check a box on line 13, 163. 16b, or 17a, and line 15 is 10%
or more. and if the organization meets the facts-and-crrcumstances' test. check this box and stop here. Explain in Part IV how the
organization meets the 'facts-and-CIrcumstances' test. The organization qualies as a publicly supported organization . . . . . . . . . . . b
18 Private foundation. If the organization did not check a box on line 13. 16a. 16b. 17a. or 17b. check this box and see instructions . . . . .
BAA Schedule A (Form 990 or 990-EZ) 2013
TEEA0402 06I28I13
CITIZENAUDIT.ORG PAGE #00015
s
Schedule A (Form 990 or 990132) 2013
Part -ISupport Schedule for Organizations Described in Section 509(a)(2)
Donors Trust,
Inc.
522166327
Page 3
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II If the organization fails
to qualify under the tests listed below. please complete Part II.)
Section A. Public smart
Calendar year (or scal yr beginning in)
2009
2010
2011
2012
2013
Total
1 Gifts. grants, contnbutions
and membership fees
received. (Do not Include
any 'unusual grants . . . . . .
2 Gross receipts from admis-
srons, merchandise sold or
serVIces performed. or facilities
fumished in any activ1ty that is
related to the organization's
tax-exempt purpose . . . . . .
3 Gross receipts from activ1ties
that are not an unrelated trade
or busmess under section 513 .
4 Tax revenues levied for the
organization's benet and
either paid to or expended on
its behalf . . . . . . . . . . . .
5 The value of sewices 0r
faculties fumlshed by a
governmental unit to the
organization Without charge. . .
6 Total. Add lines 1 through 5 . .
7 3 Amounts included on lines 1,
2, and 3 received from
drsqualied persons . . . . . .
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the year . . . . . . . . . . .
c Add lines Public support (Subtract line
70 from line 6Section B. Total Support
Calendar year (or scal yr beginning in)
9 Amounts from line 10a Gross income from interest.
div1dends. payments received
on securities loans. rents,
royalties and income from
Similar sources . . . . . . . . .
b Unrelated busmess taxable
income (less section 511
taxes) from busrnesses
acqwred after June 30. 1975 . .
cAdd lines 10a and 10b . . . . .
11 Net Income from unrelated busmess
activities not included in line 10b.
whether or not the business IS
regularty carried Other income. 00 not include
gain or loss from the sale of
capital assets (Explain in
Part IV2009
2010
2011
2012
2013
Total
13 Total Support. (Md Ins 9.10:. 11 and 12)
14 First ve years. If the Form 990 is for the organization's rst. second. third, fourth. or tax year as a section 501(c)(3)
organization. check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage
15 Public support percentage for 2013 (line 8. column div1ded by line 13. column (Public support percentage from 2012 Schedule A, Part line Section D. Computation of Investment Income Percemge
17 Investment income percentage for 2013 (line 10c, column diVided byline 13. column . . . . . . . . . . . . . . 17
18 Investment income percentage from 2012 Schedule A. Part line 193 support tests 2013. It the organization did not check the box on line 14. and line 15 is more than and line 17
is not more than check this box and stop here. The organization qualies as a publicly supported organization . . . . . . . . . .
b 33-1l3% support tests 2012. If the organization did not check a box on line 14 or line 19a. and line 16 IS more than 33-18%. and
line 18 is not more than check this box and stop here. The organization qualies as a publicly supported organization . . . . . .
20 Private foundation. If the organization did not check a box on line 14. 19a. or 19b. check this box and see instructions . . . . . . . . . . . B
BAA
TEEAMOS
Schedule A (Form 990 or 990-62) 2013'
CITIZENAUDIT.ORG PAGE #00016
Sche_yl_qA(Form 990 or990EZ) 2013 Donors Trust, Inc. 52-2166327 P3934
II Supplemental Infomlation. Provide the explanations required by Part II. line 10; Part II, line 17a
or 17b; and Part line 12. Also complete this part for any additional information.
(See instructions).
BAA Schedule A (Form 990 or 990-EZ) 2013
TEEAMM 06128113
CITIZENAUDIT.ORG PAGE #00017
- - 0MB N 1545-0047
SCHEDULE D Supplemental FinanCIal Statements
(Form 990) Complete if the organization answered Yes, to Form 990, 3
Part IV, lines 6, 7, or 12b.
Attach to Form 990. open to Public
Information about Schedule D (Form 990) and its instructions is at Inspection
Name of the organization Employer Identication number
Donors Trust, Inc.
52-2166327
|pan I |Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes to Form 990, Part IV, line 6.
Ul-hNN-i
Donor adVIsed funds Funds and other accounts
Total number at end of year . . . . . . . . . . 1 63 . l .
Aggregate contributions to (during yearAggregate grants from (dunng yearAggregatevalueatendofyear . . . . . . . . . 98,982,148. 306,822.
Did the organization infonn all donors and donor adVIsors In writing that the assets held in donor adVIsed funds
are the organization's property, subject to the organization's excluswe legal controlDid the organization inform all grantees, donors, and donor advisers in writing that grant funds can be used only
for charitable purposes and not for the benet of the donor or donor advisor, or for any other purpose confemng
private benetIPart II IConservation Easements.
Complete if the organization answered Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use recreation or education) Preservation of an historically important land area
Protection of natural habitat HPreservation of a certied historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualied conservation contribution in the form of a conservation easement on the
last day of the tax year.
Held at the End of the Tax Year
a Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 a
b Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . 2 b
c Number of conservation easements on a certied historic structure Included Number of conservation easements Included In achIred after 8/17/06, and not on a historic
stnicture listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d
Number of conservation easements modied, transferred, released. or terrninated by the organization during the
tax year
Number of states where property subject to conservation easement is located
Does the organization have a wntten policy regarding the periodic monitoring. inspection. handling of Violations,
and enforcement of the conservation easements It holdsEYES
Staff and volunteer hours devoted to monitoring, Inspecting, and enforcmg conservation easements during the year
In monitoring, inspecting, and enforcmg conservation easements during the year
Does each conservation easement reported on line 2(d) above satisfy the requrrements of section
and section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dues No
In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's nancial statements that describes the organization's accounting for
conservation easements
[part I |Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
1
Complete if the organization answered 'Yes to Form 990, Part IV, line 8.
a If the organization elected, as perrnitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public service, prowde,
in Part the text of the footnote to Its nanCIal statements that describes these items
b If the organization elected, as perrnitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other Similar assets held for public exhibition, education, or research In furtherance of public service. provrde the
followmg amounts relating to these items:
Revenues included in Form 990, Part line (ii) Assets included in Form 990, Part the organization received or held works of art, historical treasures, or other similar assets for nancral gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items
a Revenues included in Form 990. Part line Assets included In Form 990, Part BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA:isoi 10102113 Schedule D (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00018
ScheduIeD(Fonn 990) 2013 Donors Trust, Inc. 522166327 P8982
]part m (Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organIzatIon's accession, and other records, check any of the following that are a SIgnIcant use of Its collection
Items (check all that apply)
a PubIIc ethbItIon d Loan or exchange programs
b Scholarly research e Other
c Preservatlon for future generatIons
4 Prowde a of the organIzatIon's collectIons and explaIn how they further the organIzatIon's exempt purpose In
Part
5 During the year, dId the organIzatIon what or recere donations of art, hIstoncal treasures, or other sImIIar assets
to be sold to raIse funds rather than to be maIntaIned as part of the organIzatIon's collectIon7 . . . . . . . . . . . . . . . D Yes DNO
lpart N II 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, Me 21.
1 a Is the organIzatIon an agent, trustee, custodIan, or other IntermedIary for contnbutIons or other assets not Included
on Form 990, Part 'Yes, epraIn the arrangement In Part and complete the following table
DNO
Amount
c BegInnIng balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 c
d AddItions dunng the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 d
e DIstnbutIons dunng the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 e
f EndIng balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f
2 a Did the organIzatIon include an amount on Form 990, Part X, line 217 . . . . . . . . . . . . . . . . . . . . . . . . . . Yes
b If 'Yes, explain the arrangement In Part Check here If the explantion has been provided In Part . . . . . . . . . . . . . . . .
.[Part V II Endowment Funds. Complete if the organIzatIon answered Yes' to Form 990, Part IV, line 10.
Current year Pnor year Two years back Three years back
28,159,110. 24,001,854. 16,684,776. 12,051,906.
103,143,426. 45,586,772. 39,141,594. 28,817,945.
Four years back
8, 939, 680.
16, 592, 079.
1 a BegInnIng of year balance . . .
b Contnbutrons . . . . . . . . . .
c Net Investment eamIngs, gems,
and losses . . . . . . . . . . .
dGrants or scholarshIps . . . . .
e Other expendItures for
and programs . . . . . . . . .
f AdmInIstratIveexpenses . - -- 565,841. 522,470. 432,900.
gEndofyearbalance . . - - -- 99,288,970. 28,159,110. 24,001,854.
2 the estImated percentage of the current year end balance (Me 19, column held as
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. 1,657,333. 1,712,039. 1,912,824.
349,223.
16, 684,776.
976,327.
186,338.
12,051, 906.
a Board deSIgnated or quaSIendowment 1 00 0 0
b Permanent endowment 0 0 0
c Temporanly endowment O 00
The percentages In lInes 2a, 2b, and 2c should equal 100%.
3 a Are there endowment funds not In the posseSSIon of the organIzatIon that are held and admInIstered for the
organIzatIon by Yes No
unrelated organIzatIons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33(i) x
(ii) related organIzatIons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(ii) x
b If 'Yes' to 3800, are the related organIzatIons IIsted as requIred on Schedule . . . . . . . . . . . . . . . . . . . . . . 3b I
4 Descnbe In Part 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.
0350910" 0f DIODEITY Cost or other baSIs Cost or other Accumulated 300k value
(Investment) has (other) depreciatIon
1 a Land . . . . . . . . . . . . . . . . . . . . . .
b Buildings . . . . . . . . . . . . . . . . . . . .
cLeasehold improvements . . . . . . . . . . . . 18,695. 0_ 71828_ 10,867.
ququment . . . . . . . . . . . . . . . . . . . 64,500_ 0. 47,565. 16,935.
9 Other . . . . . . . . . . . . . . . . . . . . . .
Total. Add IInes 1a through 1e. (Column must equal Form 990, Part X, column (B), IIne 10(BAA Schedule D (Form 990) 2013
TEEA3302 10I02113
CITIZENAUDIT.ORG PAGE #00019
Schedule D (Form 990) 2013 Donors Trust I Inc .
[Part VII llnvestments - Other Securities.
Complete if the organization answered Yes to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
of secunty or category Gncludtng name of secunty) Book Value
(1) Financial denvatrves . . . . . . . . . . . . . . . . . . .
(2) Closely-held equity Interests . . . . . . . . . . . . . . .
(3) Other
522166327 P3993
Method of valuatton Cost or end-of-year market value
56, 951,182. FMV
Total. (Column must equal Form 990, Part X, column (B) line 12[part [Investments - Program Related.
if the ization answered Yes to Form 990 Part IV line 110. See Form 990 Part line 13.
Book value c Method of vatuatron Cost or end-of-year market value
a) Description of Investment
D
Other Assets.
Com if the
tion answered 'Yes' to Form 990 Parth line 11d. See Form 990 Part line 15.
Book value
(3)
(9)
(10)
Total. (Column must equal Form 990, Part X, column (B), [me 15Other Liabilities.
if the answered 'Yes' to Form 990 Part IV line11e or 11f See Form 990 Part
a of Book value
1 Federal Income taxes
line 25
(3)
(4)
(10)
11
Total. mus! Form Part column I/ne25 . . .
2. for uncertaln tax posttlons In Part provlde the text of the lootnote to the organlzatton's nanclal statements that reports the organlzatton's ltabilrty for uncertaln
tax posrtrons under FIN 48 (ASC 740) Check here it the text at the footnote has been provided in Part
BAA 159.3303 10/02/13
Schedule D (Forth 990) 2013
CITIZENAUDIT.ORG PAGE #00020
Schedule D (Form 990) 2013
Donors Trust, Inc.
Complete if the organization answered 'Yes to Form 990, Part IV, line 12a[Part XI [Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Page 4
1 Total revenue, galns, and other support per audited nancual statements . . . . . . . . . . . . . . . . . . . . . . Amounts Included on line 1 but not on Form 990, Part lIne 12
a Net unrealized gains on Investments . . . . . . . . . . . . . . . . . . . . . . . . Donated servuces and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . 2 b J
c Recovenes of pnor year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c
I d Other (Descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6,618,858104,533,200,
l 4 Amounts Included on Form 990, Part lIne 12, but not on lIne 1 I
3 Investment expenses not Included on Form 990, Part lIne Other (Descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 b l
c Add lines Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, lIne 12IPart XII 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 nancral statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on line 1 but not on Form 990, Part IX, lIne 25:
a Donated serVIces and use of faculties . . . . . . . . . . . . . . . . . . . . . . . . 2 a
b Pnor year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 b 3
c Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c
d Other (Descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 d A
e Add lines 2a through Subtractinne2efromhne1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 3 39,689,582,
4 Amounts Included on Form 990, Part IX, line 25, but not on lIne 1. i
a Investment expenses not Included on Form 990, Part line Other (Descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 b
6 Add lines Total expenses. Add lines 3 and 4c. (This must eqForm 990, Part I, lIne 18582
lPart Supplemental Information.
Provnde the requrred for Part II, lines 3, 5, and 9, Part lines 1a and 4. Part IV, lines 1b and 2b, Part V,
line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provude any additional information
_szl Et_ Y _lh_e_e_n_dgv1m_ent_ _fu Ild_S_ ar_e_ held _u_se
.8911 at. y _de_sg r_i_be<i _in _L_i A t_h_i _F_o;m -
l
I
BAA
TEEA3304 10/02/13
Schedule D (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00021
52-2166327 Pages
ScheguleD Form 990)2013 Donors Trust, Inc,
m Supplemental Information @ntinued
BAA masses 07/01/13 Schedule D (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00022
OMB No 1545-0047
SCHEDULE I Grants and Other Assistance to Organizations,
99) Governments, and Individuals in the United States
Complete If the organization answered 'Yes to Form 990, Part IV, line 21 or 22.
Attach to Form 990.
o l Ilh T
maria! Information about Schedule I (Form 990) and its Instructions is at
Open to Public
Inspection
Employer Identication number
52-2166327
Name of the organization
Donors Trust. Inc.
[Part I [General Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or a55istance. the grantees' eligibility for the grants or a55istanceEYes
2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States
[Part II 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.
(0) Amount oi non-cash I) Method olvaluation (9) Description of Purpose oi grant
book, FMV. e praisal. non-cash eSSIstence or
other
1 Name and address of organization EIN IRC section Amount of cash grant
or government if applicable e55istance
m e_e_ go_n_t :Ln_u_a 21.011 _p_ag e s
2 Entertotal numberofsection 501(c)(3)and governmentorganizations listed in the line1table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
. . . . . 0
Schedule I (Form 990) (2013BAA For Paperwork Reduction Act Notice. see the Instructions for Form 990. TEEA3901 07/12/13
CITIZENAUDIT.ORG PAGE #00023
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndViduals In the US
Part II, Grants to Organizatlons and Governments in the us.
(C)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSIstance
Purpose of
Grant or
A55istance
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
132912529 501
$10,000 00
NIA
Cash
WA
to support Standpornt
Magazine
Student Achievement and Advocacy Sewices
1511 16th Street #101
Santa Monica, CA 90404-3347
52-2237372 501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
363235550 501(c)(3)
$15,000 00
NIA
Cash
NIA
for general operations
Catholic Association Foundation
3007 P Street. NW
Washington, DC 20007
20-2387967 501(c)(3)
$45,000 00
NIA
Cash
NIA
for general operations
Randolph Bourne Institute. Inc
1017 El Camino Real
Sune 306
Redwood City, CA 94063
71 -0929026 501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
United Sewice Organizations Inc
PO Box 96860
Washington, DC 20077-7677
13-1610451 501(c)(3)
$10,000 00
NIA
Cash
for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
942763845 501(c)(3)
$10,000 00
NIA
Cash
NIA
for the support of international
programs and the work of Tom
Palmer
Amencan Friends of IEA
1201 L St. NW
Washington. DC 20005
54-1 899539 501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00024
Donors Trust, Inc 52-2166327 a
I, Grants to Organizations and IndViduals In the US
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assmance
other)
International Policy Network US. Inc
400 East 58th Street for support to Network for a
New York, NY 10022 52-2363626 501(c)(3) $10,000 00 NIA Cash NIA Free Society
Acton Institute
161 Ottawa Avenue NW
SUite 301
Grand Rapids. MI 49503-2718 38-2926822 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Grassroot Institute of Hawaii
1314 South King Street
Sune 1163
Honolulu. HI 96814 99-0354937 501(c)(3) $1,117 76 NIA Cash NIA for general operations
National Right to Work Legal Defense
Foundation. Inc
8001 Braddock Road
Springfield, VA 22160-0002 59-1588825 501(c)(3) 320.000 00 NIA Cash NIA for generaloggerations
Proiect Ventas
1214 West Boston Post Road. #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $20,000 00 NIA Cash for general operations
Media Research Center
1900 Campus Commons Dnve
SUite 600
Reston. VA 20191 54-1429009 501(c)(3) $50,000 00 NIA Cash NIA for NewsBusters
Project Liberty, Inc
109 North Henry Street for The Philanthropic
Alexandria. VA 22314-2903 27-3542181 501(c)(3) $25,000 00 NIA Cash Enterprise
PERC
2048 Analy5is Drive
Swte A
Bozeman. MT 59718 81-0393444 501(c)(3) $5,000 00 NIA Cash NIA lor the Campus Campaign
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00025
Donors Trust. Inc. 52-2166327 a
I, Grants to Organizations and lndVIduals in the U S
Part II, Grants to Organizations and Governments in the U5.
(8) (C) (6) (fl (til
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assistance appraisal. A55istance Assistance
other)
Acton Institute
161 Ottawa Avenue NW
SUite 301
Grand Rapids. MI 495032718 38-2926822 501(c)(3) $500 00 NIA Cash NIA (or general operations
Yankee Institute
800 Connecticut Boulevard
Smle 302
East Hartford. CT 06108 52-1358144 501(c)(3) $180,000 00 NIA Cash NIA for general operations
Institute for Justice
901 North Glebe Road
SUite 900
Arlington. VA 22203-1854 52-1744337 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Manhattan Institute (or Policy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 501(c)(3) $5,000 00 NIA Cash NIA (or general operations
State Policy Network
1655 North Foi1 Myer Dnve
Swte 360
Arlington. VA 22209-3108 57-0952531 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999 23-7327730 501(c)(3) $1,000 00 NIA Cash NIA for the PreSIdent's Club
Pacmc Research Institute
One Embarcadero Center
Suite 350
San FranCisco, CA 94111 94-2528433 501(c)(3) $1 .000 00 Cash NIA for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington. DC 20005 94-2763845 501(c)(3) $5,000 00 Cash NIA for general operations
SChedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00026
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
As5istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$2,000 00
NIA
Cash
for lnstituto de Libertad y
Desarrollo (2013)
Friends of Israel Center for Sacral a Economic
Progress
100 Front Street
945
West Conshohocken, PA 19428
1 3-31 29249
501(c)(3)
$5,000 00
NIA
Cash
lor general operations
Goldwater Institute
500 East Coronado Road
Phoenix, AZ 85004
86-0597661
501(c)(3)
$1,000 00
NIA
Cash
for general operations
National Center for Policy
PO Box 650298
Dallas, TX 75265-9500
75-1804932
501(c)(3)
$5,000 00
NIA
Cash
NIA
in support of John Goodman's
work in 2013
Project Liberty, Inc
109 North Henry Street
Alexandria. VA 22314-2903
27-35421 81
501(c)(3)
$75,000 00
Cash
NIA
tor
Catholic Assouation Foundation
3007 P Street, NW
Washington. DC 20007
202387967
501(c)(3)
$125,000 00
NIA
Cash
NIA
for general operations
Americans for Prosperity Foundation
2111 VWlson Boulevard
Smte 350
Arlington. VA 22201-3097
52-1527294
501(c)(3)
$300,000 00
NIA
Cash
NIA
for general operations
Center tor Competitive Politics
124 South West Street
Sutte 201
Alexandna, VA 22314
203676886
501(c)(3)
$150,000 00
Cash
for general operations
SChedule 1 (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00027
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals in the US.
Part II, Grants to Organizations and Governments in the U5.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
E Plunbus Unum Films
2247 15th Avenue West
Seattle, WA 98119
91 -2053400
501(c)(3)
$25,000 00
Cash
for general operations
Families Against Mandatory Minimums
Foundation
1100 H Street, NW
Smte 1000
Washington, DC 20005
521750246
501(c)(3)
$50,000 00
Cash
NIA
for general operations
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004
860597661
501(c)(3)
$50,000 00
NIA
Cash
for general operations
Institute for Justice
901 North Glebe Road
SUite 900
Artington. VA 22203-1854
52-1744337
501(c)(3)
$200,000 00
NIA
Cash
NIA
for general operations
Human Rights Foundation
350 Fifth Avenue
4515
New York, NY 10118
20-2669700
501(c)(3)
$50,000 00
NIA
Cash
for public relations and online
reputation management of its
cases, conferences, and
causes
Human Rights Foundation
350 Fifth Avenue
SUite 4515
New York, NY 10118
202669700
501(c)(3)
$15,000 00
Cash
for a Fellowship to support
Bruce Bawer
Movrng Picture Institute
375 GreenWich Street
New York, NY 10013
203237801
501(c)(3)
$51,150 00
NIA
Cash
for public relations and online
reputation management of its
lms, lmmakers, and film
programs
Movmg Picture Institute
375 Greenwich Street
New York, NY 10013
20-3237801
501(c)(3)
$25,000 00
NIA
Cash
NIA
for a Fellowship to support
Adam Ciralsky
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00028
Donors Trust, Inc 52-2166327
I. Grants to Organizations and in the US
Part 11, Grants to Organizations and Governments in the US.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable appraisal.
other)
Taxpayer Foundation at Oregon
PO Box 23573
gard. OR 97281 93-1321063 501(c)(3) $250,000 00 NIA Cash for general operations
Franklin Center
1229 King Street to sponsor the operations of
3rd Floor Oregon Capitol Watch
Alexandria. VA 22314 264066298 501(c)(3) $250,000 00 NIA Cash NIA Foundation
State Policy Network
1655 North Fort Myer Drive
Surte 360
Arlington. VA 22209-3108 57-0952531 501(c)(3) $2,000 00 NIA Cash NIA for general operatrons
Freedom Foundation
PO Box 552
Olympia. WA 98507 94-3136961 501(c)(3) $1,000 00 NIA Cash for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue for the book luncheons and
New York. NY 10017 132912529 501(c)(3) $5,000 00 NIA Cash dinners program
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316 95-3298239 501(c)(3) $200,000 00 NIA Cash NIA for general operations
Movrng Picture Institute
375 Greenwich Street
New York. NY 10013 20-3237801 501(c)(3) 320.000 00 Cash for general operatrons
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu, HI 96814 99-0354937 501(c)(3) $7,000 00 NIA Cash NIA for general operatrons
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00029
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Applicable A55istance appraisal. Assistance Assistance
other)
Government
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005 94-2763845 501(c)(3) $10,000 00 Cash NIA for general operatlons
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $6.000 00 Cash NIA for general operations
Judicial Education Proiect
3007 P Street. NW
Washington. DC 20007 202466871 501(c)(3) $100,000 00 Cash for general operations
National Black Chamber of Commerce
1350 Connecticut Avenue, NW
Surte 405
Washington, DC 20036 354889294 501(c)(3) $15,000 00 NIA Cash for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) 5540.000 00 Cash for general operations
Center (Atlas Society)
800 Rockmead Drive
200
Kingwood, TX 77339 13-3554791 501(c)(3) $10,000 00 NIA Cash for general operations
Foundation for Teaching Economics
260 Russell Boulevard for its or The Fund for
Swte B American Studies' economic
DaVis. CA 95616-3839 51 -01 83347 501(c)(3) $2.500 00 NIA Cash education programs
State Policy Network
1655 North Fort Myer Dnve
Sune 360
Arlington. VA 22209-3106 57-0952531 501(c)(3) $2.500 00 Cash for general operatlons
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00030
Donors Trust, Inc 52-2166327 i 3
I, Grants to Organizations and in the U S.
Part II, Grants to Organlzations and Governments in the US.
(C) (6) (fl (9)
Name and Address of EIN Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Asmstance appraisal. Assistance Assistance
other)
George W Bush Presrdential Center
6116 North Central Expressway
400 to support the economic
Dallas, TX 75206 20-4119317 501(c)(3) $10,000 00 NIA Cash Eth protect
National Center tor Public Policy Research. Inc
501 Capitol Court. NE
200
Washington, DC 20002 52-1226614 501(c)(3) 325.000 00 Cash NIA for Protect 21
Southeastern Legal Foundation
2255 Sewell Mill Road
Sutte 320
Marietta. GA 30062-7218 58-1247027 501(c)(3) $20,000 00 Cash NIA for general operations
Texas Public Policy Foundation
900 Congress Avenue
SUite 400
Austin. TX 78701 74-2524057 501(c)(3) $15,000 00 NIA Cash NIA for general gperations
Protect Liberty.
109 North Henry Street for The Philanthropic
Alexandria. VA 22314-2903 27-3542181 501(c)(3) $50,000 00 Cash NIA Enterprise
American Council on Science 8. Health
1995 Broadway
Sutte 202
New York. NY 10023-5882 13-2911127 501(c)(3) $10,000 00 NIA Cash for general operations
Fund tor American Studies
1706 New Hampshire Avenue, NW
Snite 400
Washington. DC 20009 13-6223604 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Doe Fund
232 East 84th Street
New York. NY 100282902 13-3412540 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00031
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals In the U 8
Part II, Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assmtance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
0)
Purpose of
Grant or
Assistance
Philanthropy Roundlable
1730 M Street. NW
Sue 601
Washington, DC 20036
13-2943020
501(c)(3)
$100 00
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
900
Arlington, VA 22203-1654
52-1744337
501(c)(3)
$100 00
Cash
NIA
tor general operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
38-2926822
501(c)(3)
$2,500 00
NIA
Cash
NIA
for the Institute's Capital
Campaign
Foundation for Economic Education
1718 Peachtree Street, NW
1048
Atlanta, GA 30309
13-6006960
501(c)(3)
$100 00
NIA
Cash
NIA
for general operations
PERC
2048 Analy5is Drive
Swte A
Bozeman. MT 59718
81 -0393444
501(c)(3)
$35,000 00
NIA
Cash
NIA
for general operations
Metanexus Institute
252 7th Avenue
Apartment 8X
New York, NY 10001
232977021
501(c)(3)
$3,800 00
Cash
NIA
for general operations
Grassroot Institute of Hawaii
1314 South King Street
SUite 1163
Honolulu, HI 96814
99-0354937
501(c)(3)
$1,117 76
Cash
NIA
for general operations
Jihad Watch
373 South Street
Suite 109
Manchester, NH 03103
20-0699967
501(c)(3)
$10,000 00
Cash
NIA
for the Philly Billboard
campaign
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00032
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals In the US
Part II, Grants to Organizations and Governments in the U5.
(3)
Name and Address of EIN IRC
Organization or Sectron tf
Government Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Assistance
10
Becket Fund for Relrgrous leerty
3000 K Street. NW
Surte 220
DC 20007
52-1858532 501(c)(3)
$5,000 00
Cash
NIA
for general operations
Ludwrg Von Mlses
518 West Magnolia Avenue
Auburn. AL 36832-4501
52-1263436 501(c)(3)
$1,000 00
Cash
NIA
tor the Oral Hrstory Prolect
Government Institute
PO Box 12594
Tallahassee. FL 32317
454681912 501(c)(3)
$500,000 00
NIA
Cash
NIA
for general operations
Protect Lrberty, Inc
109 North Henry Street
Alexandna, VA 22314-2903
27-3542181 501(c)(3)
$100,000 00
NIA
Cash
NIA
for the
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, Dc 20005
94-2763845 501(c)(3)
$150 00
NIA
Cash
for support of the Pollsh-
American Leadership
Academy
JudlClal Watch
425 Third Street. SW
Surte 800
DC 20024
52-1 885088 501(c)(3)
525.000 00
Cash
NIA
for the Spectal Preject
Second Amendment Issues
Ludwrg Von Mlses
518 West Magnolia Avenue
Auburn. AL 36832-4501
52-1263436 501(c)(3)
$5,000 00
Cash
for general operatlons
Project Liberty. Inc
109 North Henry Street
Alexandna, VA 22314-2903
27-3542181 501(c)(3)
$5,000 00
NIA
Cash
NIA
tor the
SChedule 1 (Form 990 or 990-52) 2013
CITIZENAUDIT.ORG PAGE #00033
Donors Trust. Inc 52-2166327
I. Grants to Organizations and IndVIduals In the U S.
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC Amount of
Orgamzatron or Section If Cash Grant
Government Applicable
Amount of
Non-Cash
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Committee for a Constructive Tomorrow
52-1462893 501(c)(3) $300,000 00
NIA
Cash
NIA
for general operations
Soaety
1015 18th Street. NW
Sutte 425
Washington. DC 20036-5221 $350,000 00
36-3235550 501(c)(3)
Cash
for general operations
tor Mamage and Public Polrcy
1868 N 800 E
Lehl. UT 84043 20-0240184 501(c)(3) 375.000 00
Cash
NIA
for general operations
Judtcral Educatron Protect
3007 F Street. NW
Washington. DC 20007 202466871 501(c)(3) $25,000 00
Cash
NIA
for general operatlons
Catholic lnformatron Center
1501 K Street. NW
Washington. Dc 20005-1401 52-1214011 501(c)(3) $250,000 00
NIA
Cash
NIA
to support Its
program
College
33 East College Street
Ml 49242 38-1374230 501(c)(3) $5,000 00
Cash
NIA
for the Seattle National
Leadership Conference
Manhattan tor Pollcy Research
52 Vanderbilt Avenue
New York. NY 10017 13-2912529 501(c)(3) $10,000 00
NIA
Cash
NIA
for general operations
Grassroot Institute of Hawan
1314 South Street
Surte 1163
Honolulu. HI 96814 99-0354937 501(c)(3) $25,000 00
NIA
Cash
NIA
for Akrna Start-up
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00034
Donors Trust. Inc 52-2166327
l, Grants to Organizations and Indwduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A35istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
American Spectator Foundation
1611 North Kent Street
Suite 901
Arlington, VA 22209-2111
23-7002632
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403
23-7432162
501
$20,000 00
NIA
Cash
for general operations
Foundation for Individual Rights in Education
(FIRE)
601 Walnut Street
Suite 510
Philadelphia. PA 19106
04-3467254
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Sune 400
Washington. DC 20009
13-6223604
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$20,000 00
Cash
NIA
for general operations
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(c)(3)
$50,000 00
NIA
Cash
for general operations
Middle East Forum
1500 Walnut Street
Suite 1050
Philadelphia, PA 19102
23-7749796
501(c)(3)
$10,000 00
Cash
NIA
for general operations
National Association of Scholars
8 West 38th Street
503
New York. NY 10018
1 12741490
501(c)(3)
310.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00035
Donors Trust, Inc 52-2166327
l, Grants to Organizations and IndViduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
AsSIStance
Purpose of
Grant or
AsSistance
National Legal 8 Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Florida Sheriffs Youth Ranches. Inc
PO Box 2000
Boys Ranch. FL 32064
23-73031 1 7
r
58.000 00
NIA
Cash
NIA
for general operations
National Legal 8 Policy Center
107 Park Washington Court
Falls Church. VA 22046
52-1750188
501
$5,000 00
Cash
NIA
for general operations
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
501(c)(3)
$2,000 00
Cash
NIA
for general operations
Center for Union Facts
1090 Vermont Avenue. NW
SUite 800
Washington, DC 20005
2040336946
501(c)(3)
32.000 00
NIA
Cash
for general operations
Foundation tor Teaching Economics
260 Russell Boulevard
Surte B
CA 95616-3839
51-0183347
501(c)(3)
$2,000 00
Cash
NIA
for general operations
Mercatus Center, GMU
George Mason Universny
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 222014433
54-1436224
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
Cash
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00036
Donors Trust, Inc 52-2166327 14
I. Grants to Organizations and lndVIduals In the U 5
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance As5istance
other)
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) 31.000 00 NIA Cash for general operations
Acton Institute
161 Ottawa Avenue NW
Sune 301
Grand Rapids. MI 49503-2718 38-2926822 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005 94-2763845 501(c)(3) $1.000 00 Cash NIA for general operations
Bill of Rights Insutute
200 North Glebe Road
Sutte 200
Arlington. VA 22203 48-0391418 501 $1,000 00 Cash NIA for general operations
Foundation for Economics
260 Russell Boulevard
Surte 8
Davns. CA 95616-3839 51-0183347 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999 23-7327730 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Hillsdale College
33 East College Street
Hillsdale. Ml 49242 38-1374230 501(c)(3) $1 .000 00 Cash NIA for general operations
Institute for Humane Studies
3351 Fairfax Dnve
MSN 165
VA 22201 944623852 501(c)(3) 51.000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00037
Donors Trust. Inc 52-2166327
I. Grants to Organizations and IndViduals In the US
Part II. Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable ASSIStance appraisal. A55istance ASSistance
other)
Philanthropy Roundtable
1730 M Street. NW
Sune 601
Washington. DC 20036 13-2943020 501(c)(3) $1,000 00 NIA Cash for general operations
Texas Public Policy Foundation tor the Capital Campaign Fund
900 Congress Avenue ($1,000 00) and for education
Sune 400 programs and immigration
Austin. TX 78701 74-2524057 501(c)(3) $11,000 00 Cash NIA ($10,000 00)
Think Freely Media. Inc
do Mr John Tillman
190 s LaSalle Street. Sune 1500
Chicago. IL 60603 27-1110796 501(c)(3) $100,000 00 Cash NIA for general operations
tor the TocqueVIlle Program
Department of Political Scrence (diVided equally between work
3300 Pomsett Highway of Professors Tessnore and
GreenVIlle. SC 29613-1000 57-0314395 501(c)(3) $8.000 00 NIA Cash Storey)
Funnan UntVeI'Slly
Spark Freedom
605 Long Branch Road
Lancaster, TN 38569 274827443 501(c)(3) $500 00 Cash NIA for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington, DC 20036 53-0218495 501(c)(3) $1.000 00 Cash NIA for general operations
National Legal Policy Center
107 Park Washington Court
Falls Church. VA 22046 52-1750188 501(c)(3) 32.000 00 Cash NIA for general operations
Center for Competitive Politics
124 South West Street
Suue 201
Alexandria. VA 22314 203676886 501(c)(3) $1,000 00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00038
Donors Trust. Inc 52-2166327
I, Grants to Organizations and Indwduals In the US
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
0
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
ASSIstance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
of
Non-Cash
A55istance
Purpose of
Grant or
16
Students for Liberty
1101 17th Street, NW
Sune 810
Washington. no 20036
94-3435899
501(c)(3)
$1,000 00
NIA
Cash
for general operations
National Center for Public Policy Research. Inc
501 Capitol Court. NE
Snite 200
Washington. Dc 20002
52-1226614
501(c)(3)
385.500 00
NIA
Cash
for the Sustainability Watch
program
Hentage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$250 00
Cash
NIA
for general operations
Foundation tor Teaching Economics
260 Russell Boulevard
Suite B
CA 95616-3839
51-0183347
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operatrons
Fund for American Studies
1706 New Hampshire Avenue. NW
400
Washington. DC 20009
13-6223604
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Texas Public Policy Foundation
900 Congress Avenue
Surte 400
Austin. TX 78701
74-2524057
501(c)(3)
$6.000 00
NIA
Cash
for general operations
Southeastern Legal Foundation
2255 Sewell Mill Road
Suite 320
Marietta. GA 30062-7218
58-1247027
501(c)(3)
55.000 00
Cash
NIA
for general operations
Grassroot Institute 01 Hawaii
1314 South King Street
Suite 1163
Honolulu. HI 96814
99-0354937
501(c)(3)
$1,117 76
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00039
Donors Trust. lnc. 52-2166327 f 17
Grants to Organizations and in the U S.
Part II. Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable As5istance appraisal. Assistance A55istance
other)
Human Rights Foundation
350 Fifth Avenue
Smte 4515 for a Fellowship to support the
New York. NY 10118 20-2669700 501(c)(3) $5,000 00 Cash NIA work of Bruce Bawer
Movmg Picture Institute for a Fellowship to support the
375 GreenWich Street work of Caroline Keller-Lynn
New York. NY 10013 203237801 501(c)(3) $15,000 00 Cash NIA for the lm "The Preject"
Heritage Foundation
214 Massachusetts Avenue. NE for a fellowship to support the
Washington. DC 20002-4999 23-7327730 501(c)(3) $12,500 00 NIA Cash work of Naomi Schaefer Rile
Proiect Veritas
1214 West Boston Post Road. #145
Mamaroneck. NY 10543 27-2894856 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington. DC 20009 13-6223604 501(c)(3) $5,000 00 Cash NIA for general operations
National Center for Public Policy Research. Inc
501 Capitol Court. NE
Sune 200 to suppon the work of Jeff
Washington, DC 20002 52-1226614 501(c)(3) $5,000 00 NIA Cash NIA Stier
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor to support the work of Dan
Washington. DC 20005 94-2763845 501(c)(3) 55.000 00 NIA Cash NIA Klein at Econ Journal Watch
independent Women's Forum
1875 I Street. NW
Sune 500
Washington. DC 20006 54-1670627 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00040
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals in the U 8.
Part II, Grants to Organizations and Governments in the U.S.
(3) lb) (C)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
Assistance
American Border Patrol
2160 East Fry Boulevard
#426
Sierra \sta, AZ 856352794
42-1542666 501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Sovereignty Matters. Inc
8752 East Mustang Trail
Hereford. AZ 85615
45-3755930 501(c)(3)
$5.000 00
NIA
Cash
for general operations
New York Historical 50:2er
170 Central Park West
New York. NY 10024
13-1624124 501(c)(3)
$10,000 00
Cash
NIA
for general operations
Conservative Agenda Protect
1025 Thomas Jefferson Street. NW
Surte 110 G
Washington. DC 20007
26-4029303 501(c)(3)
$55,000 00
Cash
NIA
for general operations
National Center for Public Policy Research. Inc
501 Capitol Court. NE
Suite 200
Washington, DC 20002
52-1226614 501(c)(3)
$100,000 00
NIA
Cash
NIA
for the Sustainability Watch
program
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005
94-2763845 501(c)(3)
$5.000 00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162 501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Catholic Association Foundation
3007 P Street. NW
Washington. DC 20007
202387967 501(c)(3)
$45,000 00
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00041
Donors Trust, Inc 52-2166327
1, Grants to Organizations and IndVIduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9) 0)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Asmstance appraisal, ASSistance Assmtance
other)
Protect Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903 27-3542181 501(c)(3) $5,000 00 NIA Cash for the
Energy a. EnVironment Legal Institute
2020 Avenue, NW
185
Washington, DC 20006-1811 264239065 501 $60,000 00 NIA Cash NIA Meneral operations
Catholic Association Foundation
3007 F Street, NW
Washington, DC 20007 202387967 501(c)(3) $15,000 00 Cash (cigeneral operations
Judiclal Education Preject
3007 P Street, NW
Washington. DC 20007 202466871 501(c)(3) $45,000 00 NIA Cash for general operations
Greenhouse Solutions
PO Box 84
Aledo. TX 76008 261543859 501(c)(3) $25,000 00 NIA Cash NIA for general operations
SCIence Festival Foundation
475 RiverSIde Drive
SUlle 950 in support of the World
New York, NY 10015 43-2095418 501(c)(3) $8.000 00 Cash Science Festival April 8 dinner
Freedom Foundation
PO Box 552
Olympia, WA 98507 94-3136961 501(c)(3) $4,000 00 NIA Cash NIA for general operations
Independence Institute
727 East 16th Avenue
Denver, CO 80203 84-0990300 501(c)(3) $1,500 00 Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00042
Donors Trust. Inc 52-2166327 20
I, Grants to Organizations and IndViduals In the US
Part II, Grants to Organizations and Governments in the U.S.
(C) (el (0
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or . Section If Cash Grant Non-Cash Valuation (book. FMV, NonCash Grant or
Government Applicable Assmtance appraisal, ASSistance Assmtance
other)
Grassroot Institute of Hawaii
1314 South King Street
1163
Honolulu. HI 96814 99-0354937 501(c)(3) $4.947 56 Cash NIA for leadership transmon
Cato lnstitute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $1,500 00 Cash NIA for general operations
Media Research Center
1900 Campus Commons Drive
Sulte 600
Reston, VA 20191 54-1429009 501(c)(3) 51.500 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999 237327730 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW tor the Transparency Preject -
Washington, DC 20001-5403 23-7432162 501(c)(3) $55,000 00 NIA Cash NIA VVIklpedlan
Judicial Education
3007 F Street. NW
Washington. DC 20007 20-2466871 501(c)(3) $10,000 00 NIA Cash NIA tor general operations
Catholic Assoaation Foundation
3007 P Street. NW
Washington. DC 20007 202387967 501(c)(3) $75,000 00 NIA Cash for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00043
Donors Trust. Inc 52-2166327
I, Grants to Organizations and IndViduaIs in the U S
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Descriptron of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable ASSIstance appraisal, A55istance
other)
Mercatus Center, GMU
George Mason
3351 North Fairfax Drive, 4th Floor
Arlington, VA 22201-4433 541436224 501(c)(3) $10,000 00 NIA Cash NIA for general operations
for a research prolect to be
Protect Liberty. Inc carried out by the Perceptions
109 North Henry Street on Race 8. Public Policy
Alexandria, VA 22314-2903 27-3542181 501(c)(3) $12,500 00 Cash NIA prolect
Human Rights Foundation
350 Avenue 1
Sum 4515 for a fellowship to support the
New York, NY 10118 20-2669700 501(c)(3) $10,000 00 Cash work of Bruce Bawer
Movrng Picture Institute
375 GreenWIch Street for a fellowship to support the
New York. NY 10013 20-3237801 501(c)(3) $15,000 00 NIA Cash work of Caroline Keller-Lynn
Becket Fund for Religious Liberty
3000 K Street. NW
Snite 220
Washington. DC 20007 52-1858532 501(c)(3) 525.000 00 Cash for general operations
Manhattan Institute for Policy Research to support the Alexander
52 Vanderbilt Avenue Hamilton Dinner on May 6.
New York. NY 10017 13-2912529 I 501(c)(3) 510.000 00 Cash NIA 2013
National Dance Institute
Center tor Learmng 8. the Arts
217 West 147th Street
New York. NY 10039 13-2890779 501(c)(3) $10,000 00 NIA Cash NIA for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke. VA 22015 262521115 501(c)(3) $35000 00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00044
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and Indwduals in the U S.
Part II, Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
NonCash
Assmtance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Asmstance
22
Purpose of
Grant or
A55istance
Education Preject
3007 P Street, NW
DC 20007
202466871
501
3100.000 00
NIA
Cash
NIA
for general operations
Center tar Independent Thought
1420 Walnut Street
Sune 1011
Philadelphia, PA 19102
52-0945376
501(c)(3)
$15,000 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
1718 Peachtree Street. NW
Sune 1048
Atlanta. GA 30309
13-6006960
501(c)(3)
$50,000 00
Cash
for general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 105
Arlington. VA 22201
94-1623852
501(c)(3)
$150,000 00
NIA
Cash
NIA
for general operations
Free To Choose Network. Inc
2002 Filmore Avenue
Suite 1
Erie, PA 18506
52-1455677
501(c)(3)
$150,000 00
Cash
NIA
for Izzit org
Institute for Justice
901 North Glebe Road
SUite 900
Arlington. VA 22203-1854
521744337
501(c)(3)
32.500 00
NIA
Cash
NIA
tor general operations
Federalist Society
1015 181h Street. NW
Smte 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Movmg Picture Institute
375 Greenwmh Street
New York. NY 10013
203237801
501(c)(3)
525.000 00
NIA
Cash
for a fellowship to support the
work of Adam Ciralsky on his
lm "The Preject"
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00045
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and IndViduals in the U S.
Part II, Grants to Organizations and Governments In the us.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
NonCash
A55istance
23
Purpose of
Grant or
A55istance
NumbersUSA
1601 North Kent Street
Su1te 1100
Arlington. VA 22209
47-0865426
501(c)(3)
$250,000 00
NIA
Cash
NIA
for general operations
JudlCIal Education Proiect
3007 F Street. NW
Washington. DC 20007
20-2466671
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
University of Arizona Foundation
845 North Park
Swte 280
Tucson. AZ 85719
66-6050388
501(c)(3)
$6,000 00
NIA
Cash
to support a fellowship in
Philosophy
West Virginla Univer5ity Foundation
PO Box 1650
Morgantown, WV 26507
55-6017181
501(c)(3)
$46,200 00
Cash
NIA
to support (2) four-year
fellowships in economics
Institute for Political History
4242 North 56m Street
Phoenix, AZ 85018
43-1 385939
501(c)(3)
350.000 00
Cash
NIA
for a graduate fellowship
Florida State Universny Foundation
150A Bellamy Building
150A Bellamy Budding
Tallahassee, FL 32306
59-6152180
501(c)(3)
$207,140 00
Cash
NIA
for (4) four-year
fellowships in economics
University of Notre Dame
630 Grace Hall
Notre Dame. IN 46556-5612
35-0868188
501(c)(3)
520.000 00
NIA
Cash
NIA
for a five-year fellowship
In Constitutional Studies
MISSISSIPPI State University Foundation
Box 9580
312F McCool Hall
State. MS 29762
64-0410581
501(c)(3)
$12,000 00
NIA
Cash
for (2) four-year
fellowships in economics
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00046
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and In the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Troy Universny Foundation
211 anht Hall
Troy. AL 36082
63-6067755
501(c)(3)
$20,000 00
Cash
NIA
for the Manuel H Johnson
Center for Political Economy
(to the hiring 01 an
additional faculty member)
Foundation for Economic Education
1718 Peachtree Street. NW
Surte 1048
Atlanta, GA 30309
13-6006960
501(c)(3)
$250 00
Cash
NIA
for general operations
Institute for Humane Studies
3351 Farrlax Drive
MSN 1C5
Adington, VA 22201
94-1 623852
501(c)(3)
$100 00
NIA
Cash
tor general operations
Grassroot Institute 01 Hawaii
1314 South King Street
Surte 1163
Honolulu. HI 96814
990354937
501(c)(3)
$1.000 00
NIA
Cash
WA
in support of your 120 days
campaign
National Council for Adoption
225 North Washington Street
Alexandna, VA 22314-2561
75-1721671
501(c)(3)
325.000 00
NIA
Cash
NIA
to suppon the work of the
lgovernment relations staff
Childrens Hospital of Philadelphia Foundation
PO Box 40930
Philadelphia. PA 19107-0930
23-2237932
501(c)(3)
52.500 00
Cash
NIA
to support the Daisy Day
Luncheon
Childrens Hospital of Philadelphia Foundation
PO Box 40930
Philadelphia, PA 19107-0930
23-2237932
501(c)(3)
32.500 00
NIA
Cash
NIA
to support the Daisy Day
Luncheon
Childrens Hospital of Philadelphia Foundation
PO Box 40930
Philadelphia. PA 19107-0930
23-2237932
501(c)(3)
$2.500 00
NIA
Cash
NIA
to support the Daisy Day
Luncheon
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00047
Donors Trust. Inc 52-2166327
I. Grants to Organizations and lndViduals in the U 8.
Part II. Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
As5istance
Children's Hospital oi Philadelphia Foundation
PO Box 40930
Philadelphia. PA 191070930
23-2237932
501(c)(3)
$2,500 00
NIA
Cash
WA
to support the Daisy Day
Luncheon
Children's Hospital of Philadelphia Foundation
PO Box 40930
Philadelphia, PA 191070930
23-2237932
501(c)(3)
$5.000 00
NIA
Cash
NIA
to support the Daisy Day
Luncheon
GMU Foundation
4400 UniverSity Drive
Fairfax. VA 22030
54-1603842
501(c)(3)
$405,000 00
NIA
Cash
NIA
for use in awarding (9)
graduate fellowships in
economics at George Mason
Universny Foundation
Fund tar American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington. DC 20009
136223604
501(c)(3)
$2,500 00
NIA
Cash
NIA
in support of heights On The
Economy With Dr Arthur B
Latter
Cause oi Action
2100 M Street. NW
Sune #170247
Washington. DC 20037-1233
45-2805977
501(c)(3)
5200.000 00
NIA
Cash
NIA
for general operations
Institute for Faith. Work. 5 Economics
8400 Westpark Drive
Suite 100
McLean. VA 22102
452481867
501(c)(3)
$200,000 00
NIA
Cash
NIA
for general operations
Scottsdale Healthcare Foundation
10001 North 92nd Street
SUite 121
Scottsdale. AZ 85258
74-235541 1
501(c)(3)
510.000 00
Cash
NIA
for the Military Partnership
Preject
Federalist Seeier
1015 18th Street. NW
SUite 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
325.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00048
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and IndViduals in the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
AsSIstance
Purpose of
Grant or
A55istance
26
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501
$100,000 00
NIA
Cash
NIA
for general operations
National Legal 8 Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
525.000 00
NIA
Cash
NIA
for general operations
Movmg Picture Institute
375 GreenWIch Street
New York, NY 10013
20-3237801
501(c)(3)
$50,000 00
Cash
NIA
tor general operations
Institute for Justice
901 North Glebe Road
Sune 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$2.500 00
NIA
Cash
NIA
for general operations
Judicial Education Protect
3007 P Street. NW
Washington, DC 20007
202466871
501(c)(3)
5125.000 00
NIA
Cash
NIA
for general gerations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
302
Harrisburg, PA 17101
23-2473845
501(c)(3)
$210,000 00
NIA
Cash
NIA
for general operations
Media Research Center
1900 Campus Commons Drive
600
Reston, VA 20191
54-1429009
501(c)(3)
$8,000 00
NIA
Cash
NIA
in response to its annual
appeal
National Center for Public Policy Research. Inc
501 Capitol Coun. NE
Suite 200
Washington. DC 20002
52-1226614
501(c)(3)
$750 00
Cash
MA
in response to Dawd
appeal
Ridenour's challenge grant
SChedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00049
Donors Trust, 52-2166327 27
l, Grants to Organizations and IndVIduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable ASSIstance appraisal. ASSistance A55istance
other)
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) $200,000 00 Cash NIA for general operations
Acton Institute
96 East Fulton Street
Grand Rapids. MI 49503 38-2926822 501(c)(3) $5,000 00 NIA Cash for general operations
Preject Liberty,
109 North Henry Street for The Philanthropic
Alexandria. VA 223142903 27-3542181 501(c)(3) $50,000 00 Cash NIA Enterprise
Institute for Justice
901 North Glebe Road
900
Artington. VA 22203-1854 52-1744337 501(c)(3) $25,000 00 Cash NIA for the CIVII forfeiture prolect
American Enterpnse Institute
1150 Seventeenth Street, NW
Washington. DC 20036 53-0218495 501(c)(3) $55,000 00 NIA Cash NIA for general operations
E Plunbus Unum Films
2247 15th Avenue West for the Economic Thinking
Seattle. WA 98119 91-2053400 501(c)(3) 38.000 00 Cash program
Lake Forest College
555 North Sheridan Road
Lake Forest. IL 60045 36-2167770 501(c)(3) $8,000 00 NIA Cash NIA for general operations
Institute for Justice
901 North Glebe Road
SUite 900
Anington, VA 22203-1854 52-1744337 501 $6,000 00 NIA Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00050
Donors Trust. Inc 52-2166327 28
I. Grants to Organizations and IndVIduals in the U 8
Part II, Grants to Organizations and Governments in the US.
(C) (9) 0)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable A55istance appraisal. Assistance ASSIstance
other)
Institute for Humane Studies
3351 Fairfax Dnve
MSN 105 for Humane Studies
Anington. VA 22201 944623852 501(c)(3) $7,000 00 NIA Cash NIA Fellowships
Fractured Atlas
248 West 35th Street
10th Floor
New York. NY 10001 11-3451703 501(c)(3) $10,000 00 Cash NIA tor Protect Breaker
Wyoming Catholic College
PO Box 750
Lander. WY 62520 Bit-0434307 501(c)(3) $2.000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Acton Institute
98 East Fulton Street
Grand Epids. Ml 49503 (SB-2926822 501(c)(3) $500 00 NIA Cash for general operations
Institute for Justice
901 North Glebe Road
SUite 900
Arlington. VA 22203-1854 52-1744337 501(c)(3) $500 00 Cash NIA for general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 105
Artington. VA 22201 94-1623852 501(c)(3) $500 00 NIA Cash for general operations
State Policy Network
1655 North Fort Myer Drive
Sune 360
Arlington. VA 222093108 570952531 501(c)(3) $200 00 Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00051
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndViduals in the U 6
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
ASSIstance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
A55istance
29
Amencan Media Institute
PO Box 2847
Potomac Station
Alexandna, VA 22301-9998
46-0551578
501(c)(3)
$15,000 00
Cash
NIA
for Investigation
Center for IndIVIdual Rights
1233 20th Street. NW
SUite 300
Washington. DC 20036-1609
52-1600431
501(c)(3)
$150,000 00
NIA
Cash
NIA
for general operations
Freedom of Conscrence Defense Fund
PO Box 9520
Rancho Santa Fe. CA 92067
30-0741605
501(c)(3)
$25.000 00
NIA
Cash
NIA
fogeneral operations
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$250,000 00
NIA
Cash
NIA
for general ogations
Institute for Justice
901 North Glebe Road
Swte 900
Arlington. VA 222031854
52-1744337
501(c)(3)
$2,000 00
Cash
NIA
for general operations
Fund for Amencan Studies
1706 New Hampshire Avenue. NW
400
Washington, DC 20009
13-6223604
501(c)(3)
$500 00
Cash
NIA
for general operations
Grassroot Institute of Hawaii
1314 South King Street
1163
Honolulu. HI 96814
99-0354937
501(c)(3)
$117 76
Cash
NIA
for the emergency 8.
Immunity fund
Universny of Arizona Foundation
PO Box 210027
Tucson. AZ 85721-0027
86-6050338
501(c)(3)
$76,000 00
NIA
Cash
for the Center 01 the
Philosophy at Freedom
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00052
Donors Trust, Inc 52-2166327 30
I, Grants to Organizations and lndviduals in the US
Part II, Grants to Organizations and Governments In the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assmtance appraisal, ASSIstance
other)
Cornell Universny
Department of History for the Program on Freedom
McGraw Hall and Free Societies directed by
Ithaca, NY 14853-4601 15-0532082 501(c)(3) $25,000 00 Cash NIA Professor Barry Strauss
Judictal Education Proiect
3007 P Street, NW
Washington. DC 20007 202466871 501(c)(3) $70,000 00 NIA Cash NIA for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) $1,500 00 Cash for general operations
Federalist Society
1015 18th Street, NW
SUite 425
Washington, DC 20036-5221 36-3235550 501(c)(3) $300,000 00 Cash NIA tor general operations
Judicial Education Proect
3007 P Street. NW
Washington, DC 20007 20-2466871 501 $50,000 00 NIA Cash NIA for general operations
egacy Foundation
600 4th Street
Surte 360
Sioux city, IA 51106 26-3853631 501(c)(3) $50,000 00 NIA Cash for general operations
Leadership Institute
1101 North Highland Street
Artington. VA 22201 510235174 501(c)(3) $1,000 00 NIA Cash for general operations
American Media Institute
PO Box 2847
Potomac Station
Alexandria, VA 22301-9998 46-0551578 501(c)(3) $5,000 00 NIA Cash for general operations
Schedule (Form 990 or 990EZ) 2013
CITIZENAUDIT.ORG PAGE #00053
Donors Trust, Inc 52-2166327 31
I. Grants to Organizations and lndVIduals in the US
Part II, Grants to Organizations and Governments in the U.S.
(C) (8) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal. Assistance A55istance
other)
Greenhouse Solutions
PO Box 84
Aledo. TX 76008 26-1543859 501(c)(3) 525,000 00 NIA Cash NIA for general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503 38-2926822 501(c)(3) $2,700 00 Cash NIA for Acton University
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001 -5403 23-7432162 501(c)(3) $6,000 00 NIA Cash NIA for general operations
San Antonio Figure Skating Club
PO Box 591327
San Antonio, TX 78259 74-2933148 501 $10,000 00 NIA Cash NIA for general operations
Art 01 Revolution
PO Box 30426
Albuquerque. NM 57190 27-5378518 501(c)(3) $7.000 00 NIA Cash NIA for general operations
Texas Tech Foundation
Box 42091 to support (2) three-year
Lubbock. TX 79409-2101 75-6043842 501(c)(3) $100,000 00 NIA Cash NIA fellowships in economics
Prolect Liberty, Inc
109 North Henry Street
Alexandria. VA 22314-2903 27-3542181 501(c)(3) $25,000 00 NIA Cash NIA for the
Commentary. Inc
561 7th Avenue
16th Floor to support the Dick Cheney
New York, NY 10018-1816 13-3610041 501(c)(3) $50,000 00 NIA Cash roast
Schedule (Form 990 or 990EZ) 2013
CITIZENAUDIT.ORG PAGE #00054
Donors Trust. Inc. 52-2166327 32
I, Grants to Organizations and IndVIduaIs In the US.
Part II, Grants to Organizations and Governments Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable As5istance appraisal. A55istance Assistance
other)
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3) 5190.000 00 NIA Cash for general operations
Federalist Soctety
1015 18th Street. NW
SUito 425
Washington. DC 20036-5221 36-3235550 501(c)(3) $300,000 00 Cash NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Snite 360
Artington. VA 22209-3108 57-0952531 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005 94-2763845 501(c)(3) $5,000 00 NIA Cash NIA Ior general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004 86-0597661 501(c)(3) $5,000 00 NIA Cash for general operations
Institute for Justice
901 North Glebe Road
Surte 900
Arlington. VA 22203-1854 52-1744337 501(c)(3) 54.000 00 Cash NIA for general operations
I
i
l
Wyoming Liberty Group
1902 Themes Avenue
Swte 201
Cheyenne. WY 82001-3549 26-2828115 501(c)(3) $75,000 00 NIA Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00055
Donors Trust, Inc 52-2166327 33
I. Grants to Organizations and IndViduals in the US
Part II, Grants to Organizations and Governments in the U.S.
(bl (C) (8)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable A55istance appraisal. ASSIstance A55istance
other)
Institute for Faith. Work. 8 Economics
8400 Westpark Drive
Sutte 100
McLean, VA 22102 45-2481867 501(c)(3) 3600.000 00 Cash NIA for general operations
Cause of Action
2100 M Street. NW
Suite #170-247
Washington. DC 20037-1233 45-2805977 501(c)(3) $600,000 00 NIA Cash NIA for general operations
Judiaal Education Protect
3007 P Street. NW
Washington. DC 20007 20-2466871 501(c)(3) $60,000 00 NIA Cash NIA for general operations
Proiect Liberty. Inc
109 North Henry Street
Alexandria. VA 22314-2903 27-3542161 501(c)(3) $10,000 00 NIA Cash for the
Fund for American Studies
1706 New Hampshire Avenue. NW
SUite 400
Washington. DC 20009 13-6223604 501(c)(3) $7,000 00 NIA Cash NIA for student scholarships
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503 38-2926822 501(c)(3) $7.000 00 Cash NIA for student scholarships
Independence Institute
727 East 161h Avenue
Denver. CO 80203 840990300 501(c)(3) $100,000 00 Cash NIA for general operations
Conservative Agenda Protect
1025 Thomas Jefferson Street. Nw
SUite 110 G
Washington. DC 20007 264029303 501(c)(3) 345.000 00 NIA Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00056
Donors Trust, Inc 52-2166327 34
I. Grants to Organizations and lndVIduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, Assistance A55istance
other)
Protect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $30,000 00 NIA Cash NIA for general operations
Ethics Public Policy Center
1730 M Street, NW
Swte 910
Washington, DC 20036 52-1162185 501(c)(3) $10,000 00 NIA Cash NIA lor general operations
Salvation Anny-Midwest
5040 North Pulaski Road
Chicago. IL 60630-2788 22-2406433 501(c)(3) $40,000 00 Cash NIA tor the area of highest need
Americans for Prosperity Foundation
807 Brazos Street, Suite 210
Austin, TX 78701 -9996 52-1527294 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Councillor National Policy
1411 K Street, NW
Suite 601 for the Conservative Action
Washington. DC 20003 72-0921017 501(c)(3) $50,000 00 NIA Cash Protect
Hudson Institute
1015 15th Street, NW
Suite 600 to support the work of Ten
Washington, DC 20005 13-1945157 501(c)(3) $20,000 00 Cash Troy
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3) $2,000 00 Cash NIA for general operations
NumbersUSA
1601 North Kent Street
Swte 1100
Arlington, VA 22209 47-0865426 501(c)(3) $495,000 00 NIA Cash NIA lor general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00057
Donors Trust, Inc. 52-2166327 35
I, Grants to Organizations and In the U S
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section If Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal,
other)
Employment Policies Institute Foundation
1090 Vermont Avenue, NW
Surle 800
Washington, DC 20005 52-1902264 501(c)(3) $100,000 00 NIA Cash NIA for general operatlons
Human Rights Foundatron
350 Fifth Avenue
Surte 4515
New York. NY 10118 20-2669700 501(c)(3) $10,000 00 Cash NIA for the Free Speech program
Amencan Enterprise Institute for general operatlons (In
1150 Seventeenth Street, NW response to the June 30th
Washington, DC 20036 53-0218495 501(c)(3) $1,000 00 NIA Cash NIA scal year end appeal)
College
33 East College Street
Hillsdale, MI 49242 38-1374230 501(c)(3) $10,000 00 Cash NIA for general operations
Manhattan Institute for Polrcy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Mercatus Center, GMU
George Mason University
3351 North Falrfax Dnve, 4th Floor
Arlington, VA 22201-4433 54-1436224 501(c)(3) $10,000 00 NIA Cash NIA for general operatlons
Tax Foundation
529 14th Street, NW
Surte 420
Washington, DC 20045 52-1703065 501(c)(3) $1,000 00 NIA Cash NIA for general operatlons
Grassroot Institute of Hawan
1314 South King Street
Surte 1163 for the emergency 8.
Honolulu, HI 96814 99-0354937 501(c)(3) $117 76 NIA Cash 0 portunlty fund
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00058
Donors Trust. lnc. 52-2166327
I. Grants to Organizations and IndVIduals in the U S
Part II, Grants to Organizatlons and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
ASSistance
36
Purpose of
Grant or
A55istance
Human Rights Foundation
350 Fifth Avenue
Sum 4515
New York. NY 10118
202669700
501(c)(3)
$15,000 00
NIA
Cash
NIA
to suppert a Fellowship to
Bruce Bawer
Human Rights Foundation
350 Fifth Avenue
Sune 4515
New York. NY 10118
202669700
501(c)(3)
$50,000 00
NIA
Cash
NIA
for public relations and online
reputation management of its
cases. conferences. and
causes
Fund for Amencan Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington. DC 20009
13-6223604
501(c)(3)
$5,000 00
NIA
Cash
NIA
to support a book on SOClallSm
by James Otteson
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$2.000 00
NIA
Cash
NIA
in support at the Center for
Advancmg Capitalism at
NumbersUSA
1601 North Kent Street
Sutte 1100
Artington, VA 22209
47-0865426
501(c)(3)
55.000 00
NIA
Cash
NIA
for general operations
Citizens Against Government Waste
1301 Connecticut Avenue. NW. Swte 400
Washington. DC 20036
52- 1363952
501(c)(3)
51.000 00
NIA
Cash
NIA
for general operations
Employment Policies Institute Foundation
1090 Vermont Avenue, NW
Sune 800
Washington. DC 20005
52-1902264
501(c)(3)
5375.000 00
Cash
NIA
for general operations
UCLA Foundation
UCLA School of Law
405 Hilgard Avenue
Los Angeles. CA 90095-1476
95-2250801
501(c)(3)
$50,000 00
NIA
Cash
NIA
research on race and housmg
School of Law Dean's
Discretionary Fund to support
markets
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00059
Donors Trust, Inc 52-2166327
l, Grants to Organizations and IndVIduals in the U S
Part 11. Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
0)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
ASSIstance
Competitive Enterpnse Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$20,000 00
NIA
Cash
for general operations
Federalist Spoiety
10151Bth Street, NW
Sutte 425
Washington. DC 20036-5221
363235550
501(c)(3)
$300,000 00
NIA
Cash
NIA
for general operations
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-3136961
501(c)(3)
$1,000 00
Cash
NIA
tor general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Sune 400
Washington, Dc 20009
13-6223604
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Project Ventas
1214 West Boston Post Road. #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$5.000 00
NIA
Cash
for general operations
JudlCIal Education Protect
3007 P Street, NW
Washington, DC 20007
202466871
501(c)(3)
3 1 50, 000 00
NIA
Cash
NIA
for general operations
Catholic Assomation Foundation
3007 P Street, NW
Washington, DC 20007
202387967
501(c)(3)
$100,000 00
NIA
Cash
NIA
for general operations
Santa Fe Institute
1399 Hyde Park
Santa Fe, NM 87501
85-0325494
501(c)(3)
$6,300 00
NIA
Cash
NIA
for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00060
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U S.
Part ll, Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
EIN
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
A55istance
38
Purpose of
Grant or
Assistance
Families Against Mandatory Minimums
Foundation
1100 H Street, NW
Sune 1000
Washington, DC 20005
52-1750246
501(c)(3)
$5.000 00
NIA
Cash
NIA
for general operations
Maniuana Policy Protect Foundation
PO Box 77492
Washington, DC 20013
52-1975211
501(c)(3)
35.000 00
NIA
Cash
NIA
for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington, DC 20036
530218495
501(c)(3)
310.000 00
NIA
Cash
NIA
In support of Si"! Satel's work
GMU Foundation
Department 01 Economics. Enterprise Hall
George Mason Universny
Fairfax, VA 22030
54-1603842
501(c)(3)
$4,000 00
NIA
Cash
NIA
tor ICES in support of Eskil
Ullberg's work
National Christian Foundation
11625 Rainwater Drive
Sune 500
Alpharetta. GA 30009
584493949
501(c)(3)
$6,500 00
Cash
NIA
for the Governor's Match -
Fund #1238150
National Christian Foundation
11625 Rainwater Dnve
Suite 500
Alpharetta. GA 30009
58-1493949
501(c)(3)
$2,500 00
NIA
Cash
NIA
for the Governor's Match -
Fund #1238150
National Christian Foundation
11625 Rainwater Drive
Suite 500
Alpharetta. GA 30009
584493949
501(c)(3)
$1,000 00
Cash
NIA
for the Governor's Match -
Fund #1238150
Cause of Action
2100 M Street, NW
SUite #170-247
Washington, Dc 20037-1233
45-2805977
501(c)(3)
$750,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00061
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and IndVIduals in the U S.
Part II. Grants to Organizations and Governments in the US.
Name and Address of
Organization or
Government
EIN
(CI
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
39
Purpose of
Grant or
A55istance
Institute for Faith. Work. Economics
8400 Westpark Drive
Surte 100
McLean. VA 22102
45-2481867
501(c)(3)
5250.000 00
NIA
Cash
NIA
for general operations
Sovereignty Matters. Inc
PO Box 5262
Novato. CA 94948
45-3755930
501(c)(3)
315.000 00
NIA
Cash
NIA
for general operations
International Freedom Educational Foundation
P 0 Box 9925
McLean. VA 22102
ISO-0144364
501(c)(3)
523.000 00
Cash
NIA
to support and
advocacy regarding rule of law
Essex County Community Foundation
175 Andover Street
SUite 101
Danvers. MA 01923
04-3407816
501(c)(3)
$100,000 00
Cash
for Fund for the Republic in
support of Project Irony
National Right to Work Legal Defense
Foundation. Inc
8001 Braddock Road
Springfield. VA 22160-0002
59-1588825
501(c)(3)
53.500 00
NIA
Cash
NIA
for general operations
Center for Independent Employees
PO Box 2421
Spartanburg. SC 29304
26-0005176
501(c)(3)
525.000 00
NIA
Cash
NIA
for general operations
Grassroot Institute of Hawaii
1314 South King Street
1163
Honolulu. HI 96814
99-0354937
501(c)(3)
$11776
NIA
Cash
NIA
for the emergency and
opportunity fund
Federalist Society
1015 18th Street. NW
425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00062
Donors Trust, Inc. 52-2166327
Grants to Organizations and IndVIduals In the U S.
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC Amount of
Organization or Section if Cash Grant
Government Applicable
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
40
Purpose of
Grant or
As5istance
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314 264066298
501(c)(3) $25,000 00
Cash
for the area of highest need
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $10,000 00
NIA
Cash
NIA
tor the Heritage Column in El
Sueno
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999 23-7327730 501(c)(3) $15,000 00
NIA
Cash
for the Chicago Luncheon
State Policy Network
1655 North Fort Myer Drive
SUite 360
Arlington, VA 22209-3108 $25,000 00
57-0952531 501(c)(3)
Cash
NIA
for general operations
Legacy Foundation
400 Locust Street
Surte 330
Des Moines, IA 50310 26-3853831
501(c)(3) $50,000 00
NIA
Cash
for general operations
Phillips Collection
1600 Street, NW
Washington, DC 20009 53-0204620 501(c)(3) $25,000 00
NIA
Cash
NIA
for general operations
JudiClal Education Preject
3007 P Street, NW
Washington, DC 20007 202466871 501(c)(3) $75,000 00
NIA
Cash
NIA
for general operations
lntemational Freedom Educational Foundation
P 0 Box 9925
McLean, VA 22102 30-0144364 501(c)(3) $13,500 00
NIA
Cash
to suppon scholarship and
advocacy regarding rule of law
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00063
Donors Trust, Inc. 52-2166327
l. Grants to Organizations and in the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(1)
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
41
Purpose of
Grant or
Assmtance
American Border Patrol
2160 East Fry Boulevard
#426
Sierra Vista. AZ 85635-2794
42-1542666
501(c)(3)
$2,500 00
Cash
NIA
for general operations
Discovery institute
208 Columbia Street
Seattle. WA 98104
91-1521697
501(c)(3)
3250.000 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
1718 Peachtree Street. NW
Surte 1048
Atlanta. GA 30309
13-6006960
501(c)(3)
$150 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington. VA 22201
94-1623852
501(c)(3)
$150 00
NIA
Cash
NIA
for general (gerations
Human Rights Foundation
350 Fifth Avenue
Sum 4515
New York. NY 10110
20-2669700
501(c)(3)
$10,000 00
Cash
NIA
for the Free Speech Program
Langley School
1411 Balls Hill Road
McLean, VA 22101
54-0673568
501(c)(3)
530.000 00
Cash
NIA
for general operations
Movmg Picture Institute
375 Greenwwh Street
New York, NY 10013
20-3237801
501(c)(3)
$50,000 00
Cash
for general operations
American Maionty
PO Box 87
Purcellvle. VA 20134
26-1501154
501(c)(3)
$176,250 00
NIA
Cash
MA
to support American Majority's
chapter
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00064
Donors Trust, Inc 52-2166327
I, Grants to Organizations and m the U S
Part II, Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section If
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
If)
Method of
Valuatlon (book, FMV,
appraisal,
other)
42
(9)
of Purpose of
Non-Cash Grant or
ASSIstance
Parents In Charge Foundation
9900 Mam Street
Sulte 303
Farrlax, VA 22031-3907
54-2024931
501(c)(3)
$1 50.000 00
NIA
Cash
NIA for general operatrons
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$25,000 00
NIA
Cash
NIA for general
Consumera' Research, Inc
1825 I Street. NW
Floor
Washington, DC 20006
221500498
501(c)(3)
$100,000 00
Cash
NIA for general (Eratlons
01 Southern California
PO Box 7913
Los Angeles, CA 90007
95-1642394
501(c)(3)
$2,500 00
NIA
Cash
for Classrcal KUSC's general
NIA operations
Smithsonian Insututron
Marl Stop 63. Smithsonian
Observatory
60 Garden Street
MA 02138-1516
53-0206027
$70,000 00
Cash
for SAO ID
Wavelet And Solar
Dynamo Theory OI Solar
Dr Soon
StandlMIhUs (Israel Emergency Alliance)
PO Box 341069
Los Angeles. CA 90034-1069
01-0566033
501(c)(3)
$75,000 00
NIA
Cash
NIA for research and education
Amencans tor Prospenty Foundatron
6909 Eagle Road
Bozeman, MT 59715
52-1 527294
501(c)(3)
$2,500 00
Cash
NIA for AFP's Montana cIEpter
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
VA 22160-0002
59-1588825
$40,000 00
NIA
Cash
NIA for general operations
Schedule I (Form 990 or 990EZ) 2013
CITIZENAUDIT.ORG PAGE #00065
Donors Trust. Inc 52-2166327
I, Grants to Organizations and In the U S.
Part II, Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section If
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
43
Purpose of
Grant or
Landmark Legal Foundation
19415 Deerl'leld Avenue
Surte 312
Leesburg, VA 20176
51 -0203802
501(c)(3)
$40,000 00
NIA
Cash
for general operatlons
Amencans for Tax Reform Foundation
722 121h Street, NW
Fourth Floor
DC 20005
52-1400492
501(c)(3)
$40,000 00
NIA
Cash
NIA
for general operations
PERC
2048 Analysus Dnve
Surte A
Bozeman. MT 59718
81-0393444
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Cascade Pollcy Institute
4850 SW Scholls Ferry Road
Suite #103
Portland. OR 97225
93-1045925
501(c)(3)
$7,500 00
NIA
Cash
NIA
to support economic analySIs
of economic benets to
Oregon of passmg IP9
Ludwng Von Muses
518 West Magnolia Avenue
Auburn, AL 36832-4501
52-1263436
501(c)(3)
$1,000 00
Cash
NIA
to support the publicatlon of a
book of essays by Llewellyn H
Rockwell, Jr
versus Capitalism
Federalist Society
1015 18m Street. NW
Sutte 425
DC 20036-5221
36-3235550
501(c)(3)
5300.000 00
NIA
Cash
NIA
for general operations
Enterpnse
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
52-1 351 785
501(c)(3)
$20,000 00
NIA
Cash
for general operations
Prolect Liberty, Inc
109 North Henry Street
Alexandna. VA 223142903
27-35421 81
501(c)(3)
$15,000 00
NIA
Cash
NIA
for The Philanthropic
Enterpnse
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00066
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
A55istance
Citizens Against Government Waste
1301 Avenue, NW
SUite 1075
Washington, DC 20004
52-1363952
501(c)(3)
$93,000 00
Cash
NIA
for general operations
Human Rights Foundation
350 Fifth Avenue
Smte 4515
New York, NY 10118
20-2669700
501(c)(3)
$10,000 00
Cash
NIA
tor the Free Speech Program
Grassroot Institute of Hawaii
1314 South King Street
Sum 1163
Honolulu, HI 96814
99-0354937
501(c)(3)
$5,500 00
NIA
Cash
NIA
in support of Li Schoolland's
work
American Spectator Foundation
1611 North Kent Street
Sune 901
Arlington. VA 22209-2111
23-7002632
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support the magazme's
annual dinner
Encounter for Culture and Education
900 Broadway
Suite 601
New York, NY 10003
39-1688129
501(c)(3)
$15,000 00
Cash
NIA
to support the book program
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
550857806
501(c)(3)
$12,000 00
NIA
Cash
NIA
for general operations
George Mason Enwronmental Law Clinic
9033 Brook Ford Road
Burke, VA 22015-3614
45-1602963
501(c)(3)
$200,000 00
NIA
Cash
NIA
for general operations
ActRight Legal Foundation
209 West Main Street
PIaIneId, IN 46166-1117
454355641
501(c)(3)
$250,000 00
NIA
Cash
NIA
for the IRS Litigation Fund
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00067
Donors Tmst. Inc. 52-2166327
I. Grants to Organizations and IndVIduals in the U S.
Part II, Grants to Organizations and Governments In the us.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
Purpose of
Grant or
ASSistance
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503
38-2926822
501(c)(3)
$1,000 00
Cash
for the Capital Campaign
Students for Liberty
1101 17th Street. NW
SUite 810
Washington, DC 20036
94-3435899
501(c)(3)
355.000 00
NIA
Cash
NIA
for the Africa proiect
Marijuana Policy Preject Foundation
PO Box 77492
Washington. DC 20013
52-197521 1
501(c)(3)
520.000 00
NIA
Cash
NIA
for the Alaska/Maine proiect
Maniuana Policy Protect Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$6,000 00
NIA
Cash
NIA
tor the Texas protect
Conservative Agenda Protect
1025 Thomas Jefferson Street. NW
Suite 110 G
Washington. DC 20007
264029303
501(c)(3)
$51,000 00
NIA
Cash
NIA
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$25,017 76
Cash
NIA
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$25,000 00
Cash
NIA
for general operations
Students for Liberty
1101 17th Street, NW
810
Washington. DC 20036
94-3435899
501(c)(3)
$25,000 00
Cash
NIA
for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00068
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U 8.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assmtance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
46
(M
Purpose of
Grant or
Assmtance
Movmg Picture Institute
375 GreenWIch Street
New York, NY 10013
203237801
501(c)(3)
$50,000 00
NIA
Cash
for general operations
Center for IndIVIdual Rights
1233 201h Street, NW
Snite 300
Washington, DC 20036-1609
52-1600481
501(c)(3)
$40,000 00
NIA
Cash
for general operations
Illin0is Policy Institute
190 South LaSalle Street
1630
Chlcago. IL 60603
41 -2057028
501(c)(3)
$3,000 00
NIA
Cash
NIA
for general operations
Texas
Ofce of Sponsored Research Sewices
400 Harvey Mitchell Parkway South, 300
College Station, TX 77845
74-2245072
501(c)(3)
$100,000 00
Cash
NIA
to support the a second year
for the Dan Searle Fellowship
in Economics
Northwestern University
2001 Sheridan Road
Evanston. IL 60208
36-2167817
501(c)(3)
$100,000 00
NIA
Cash
NIA
to support the a second year
for the Dan Searle Fellowship
in Economics
GMU Foundation
Enterprise Hall, 3rd Floor, MSN 364
Faiitax, VA 22030-4444
54-1603842
501(c)(3)
$92,500 00
Cash
NIA
to support the a second year
for the Dan Searle Fellowship
in Economics
Columbia Busmess School
3022 Broadway
Room 101
New York, NY 10027-6902
13-5598093
501(c)(3)
$100,000 00
Cash
NIA
to support the year of
John Welbom's Dan Searle
Fellowship in Economics
Media Research Center
1900 Campus Commons Dnve
Snite 600
Reston, VA 20191
54-1429009
501(c)(3)
$500 00
NIA
Cash
for general operations
SChedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00069
Donors Trust. Inc 52-2166327 47
I, Grants to Organizations and in the U S.
Part ll. Grants to Organizations and Governments in the US.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable A55istance appraisal, As5istance
other)
Hentage Foundation
214 Massachusetts Avenue. NE
Washington, DC 200024999 237327730 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Hillsdale College
33 East College Street
Hillsdale, MI 49242 36-1374230 501(c)(3) $500 00 Cash NIA lor general ogrations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $500 00 Cash NIA lor general operations
to spread the Ideas of
Fund for American Studies freedom/free markets iby
1706 New Hampshire Avenue, NW funding 2 scholarships and to
establish the Leon and Mabel
Surte 400
DC 20009 13-6223604 501(c)(3) $20,570 00 NIA Cash NIA Weil Professorship
Hentage Foundation
for a fellowship to support the
214 Massachusetts Avenue. NE
Washington, DC 20002-4999 23-7327730 501(c)(3) 312.500 00 NIA Cash NIA work 01 Naomi Schaeler Rile
Wyommg Catholic College
Po Box 750
Lander, WY 82520 83-0434307 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Student Achievement and Advocacy Servroes
to support the work 01 Dr
1511 16m Street #101
Santa Monica. CA 90404-3347 52-2237872 501(c)(3) $7,000 00 NIA Cash NIA Mark Moffett
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3)
$45,000 00 NIA Cash NIA forneral operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00070
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals In the U 8
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
48
Purpose of
Grant or
Assistance
Federalist Socrety
1015 181h Street. NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$500,000 00
Cash
NIA
for general operations
Institute lor Justice
901 North Glebe Road
Surte 900
Artington, VA 22203-1854
52-1744337
501(c)(3)
$25,000 00
Cash
for the ciViI forfeiture prolect
Presrdent and Fellows of Harvard College
Department of Economics
1805 Cambridge Street
Cambridge, MA 02138
04-2103580
501(c)(3)
$93,933 00
NIA
Cash
NIA
to support the year of a
Dari Searle Fellowship in
Economics
Protect Ventas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$124,000 00
NIA
Cash
NIA
for general operations
Metanexus Institute
252 7th Avenue
Apartment 8X
New York, NY 10001
23-2977021
501(c)(3)
$7.000 00
Cash
NIA
for general operations
Metanexus Institute
252 7th Avenue
Apartment 8X
New York, NY 10001
23-2977021
501(c)(3)
$13,000 00
Cash
NIA
for general operations
Intelligence Squared U S Foundation
590 Madison Avenue
30th Floor
New York, NY, 10022-8547
27-1022579
501(c)(3)
$20,000 00
NIA
Cash
NIA
for general operations
Philanthropy Roundtable
1730 M Street. NW
Surte 601
Washington, DC 20036
13-2943020
501(c)(3)
$8,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00071
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
49
(9)
Amount of Amount of Method of Description of Purpose of
Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
A55istance appraisal, ASSistance Assmtance
other)
National Legal 8- Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$2,000 00 NIA Cash tor general operations
Institute for Justice
901 North Glebe Road
SUite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$250 00 NIA Cash NIA
Foundation for Economic Education
1718 Peachtree Street, NW
1048
Atlanta, GA 30309
13-6006960
501(c)(3)
$1,000 00 NIA Cash NIA for general operations
PetConnect Rescue
PO Box 60714
Potomac. MD 20859
55-0857806
501(c)(3)
I
I
for the area at highest need
$12,000 00
Maniuana Policy Protect Foundation
PO Box 77492
Washington. DC 20013
52-1 97521 1
501(c)(3)
Cash NIA for general operations
I
$10,000 00 NIA Cash NIA
Cold Spring Harbor Laboratory
Development Ofce - Luke Budding
1 Bungtown Road
Cold Spring Harbor, NY 11724
11-2013303
501(c)(3)
$15,000 00 Cash tor general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
I
for the Texas Protect
I
$100,000 00 NIA Cash NIA for general operations
Federalist Society
1015 181h Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
for general operations
$50,000 00 NIA Cash NIA
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00072
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and IndVIduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assmtance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
A53istance
Purpose of
Grant or
A55istance
50
Cause 0! Action
1919 Avenue NW
Suite 650
Washington. DC 20006
45-2805977
501(c)(3)
350.000 00
Cash
for general operations
Becket Fund for Religious Liberty
3000 K Street. NW
SUite 220
Washington. DC 20007
52-1858532
501(c)(3)
$100,000 00
NIA
Cash
NIA
for general operations
Judicial Education Proiect
3007 P Street. NW
Washington, DC 20007
20-2466871
501(c)(3)
$15,000 00
NIA
Cash
for general operations
Falls Church, Anglican
PO Box 690
Falls Church, VA 22040
54-0506455
501(c)(3)
$1,000 00
NIA
Cash
WA
to support the work 01 Mary
Amendolia
Leadership Institute
1101 North Highland Street
Arlington. VA 22201
51-0235174
501(c)(3)
51.500 00
NIA
Cash
NIA
tor the "Feet to the Fire"
campaign and the triple
matching grant program
Intercollegiate Studies Institute
3901 Road
Vllmington. DE 19807-1938
23-6050131
501(c)(3)
$3,000 00
NIA
Cash
NIA
to support the annual dinner
Proiect Veritas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
350.055 00
Cash
NIA
tor general operations
Independent Women's Forum
1875 I Street. NW
500
Washington. DC 20006
54-1670627
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00073
Donors Trust, Inc. 52-2166327 51
l, Grants to Organizations and lndviduals In the U S.
Part II, Grants to Organizations and Governments in the U5.
(3) lb) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section If Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal,
other)
Goldwater for general operations, In
500 East Coronado Road honor of Goldwater's 25th
Phoenix. AZ 85004 86-0597661 501(c)(3) $25,000 00 Cash NIA anniversary
Protect Liberty. Inc
109 North Henry Street
Alexandna. VA 22314-2903 27-3542181 501(c)(3) $60,000 00 NIA Cash NIA tor the
Federalist Soctety
1015 18th Street, NW
Surte 425
DC 20036-5221 36-3235550 501(c)(3) $250,000 00 NIA Cash NIA for general operations
National Center for Policy AnalySIs
12770 Cort Road
800
Dallas. TX 75251 -1 339 75-1804932 501(c)(3) $2,500 00 Cash NIA for general operations
Foundation for Cultural Revrew
900 Broadway to support conferences and
Suite 602 lectures glven under the
New York, NY 10003 13-3108424 501(c)(3) $5,000 00 NIA Cash NIA auspices of the New Crlterlon
Rancho Clelo
PO Box 6948
Salinas. CA 93912 77-0555859 501(c)(3) $100,000 00 NIA Cash NIA to further programs
Oakland Rotary Endowment
1736 Franklin Street
Oakland, CA 94612 94-2434641 501(c)(3) $20,000 00 NIA Cash MA to further programs
Sacred Heart of Jesus Pansh
156 Valley Avenue SW
Grand Rapids. MI 49504 38-1366944 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00074
Donors Trust. Inc. 52-2166327
l, Grants to Organizations and in the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
Em
(C)
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
A55istance
(7)
other)
Method of
Valuation (book. FMV,
appraisal.
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
52
Movmg Picture Institute
375 Greenmch Street
New York. NY 10013
20-3237801
501(c)(3)
$1.000 00
NIA
Cash
NIA
tor Proiect Stand Up
Cause 01 Action
1919 Avenue NW
Sutle 650
45-2805977
501(c)(3)
$750,000 00
NIA
Cash
for general operations
Washington. DC 20006
Concerned Women for America
1015 15th Street, NW
Soite 1100
95-3580834
501(c)(3)
$375,000 00
NIA
Cash
NIA
for general operations
Washington. DC 20005
Heritage Foundation
214 Massachusetts Avenue. NE
23-7327730
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Washington, DC 20002-4999
Cato institute
1000 Massachusetts Avenue, NW
23-7432162
501(c)(3)
$250 00
NIA
Cash
NIA
tor general operations
Washington, DC 20001-5403
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005
944763845
501(c)(3)
$2.500 00
NIA
Cash
NIA
to support Freedom Dinner
2013
Commonwealth Foundation for Public Policy
Alternatrve
225 State Street
Surte 302
Hamsburg. PA 17101
23-2473845
501(c)(3)
5200.000 00
NIA
Cash
NIA
for general operations
Judicial Education Protect
3007 P Street. NW
202466871
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
Washington, DC 20007
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00075
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and in the U 5
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
0)
Purpose of
Grant or
Foundation for Cultural Revrew
900 Broadway
Surte 602
New York. NY 10003
13-3108424
501(c)(3)
$5,000 00
Cash
NIA
to support conterences and
lectures sponsored by The
New Criterion
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Surte 400
Washington, DC 20009
13-6223604
501(c)(3)
32.000 00
NIA
Cash
NIA
for general operations
Center for Consumer Freedom
1090 Vermont Avenue NW
Surte 800
Washington, DC 20005
26-0006579
501(c)(3)
$57,250 00
NIA
Cash
NIA
for hunting organization
opposrtion research
Maniuana Policy Preject Foundation
PO Box 77492
Washington, DC 20013
52-1975211
501(c)(3)
$6.000 00
NIA
Cash
for the Texas proiect
Catholic Association Foundation
3007 P Street, NW
Washington. DC 20007
20-2387967
501(c)(3)
545.000 00
NIA
Cash
NIA
for general operations
Employment Policies Institute Foundation
1090 Vermont Avenue, NW
Surte 800
Washington, DC 20005
52-1902264
501(c)(3)
$200,000 00
NIA
Cash
for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859
55-0857606
501(c)(3)
$12,000 00
NIA
Cash
NIA
for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00076
Donors Trust, Inc 52-2166327 54
I, Grants to Organizations and Indviduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assmtance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
Purpose of
Grant or
Assistance
Smithsonian Institution
Mail Stop 63, Smithsonian AstrophySical
Observatory
60 Garden Street
Cambridge. MA 02135-1516
53-0206027
501(c)(3)
$49,864 00
NIA
Cash
NIA
for SAO lD
Wavelet AnalySIs And Solar
Dynamo TheOry 01 Solar
ActIVIty Variations, Dr Soon
Mercatus Center, GMU
George Mason
3351 North Fairfax Drive, 4th Floor
Artington, VA 22201-4433
54-1436224
501(c)(3)
$750,000 00
Cash
NIA
for general operations
Network for Teaching Entrepreneurship
120 Wall Street
18th Floor
New York, NY 10005
13-3408731
501
$75,000 00
NIA
Cash
for general operations
True the Vote
PO Box 27378
Houston. TX 77227
27-2860095
501(c)(3)
$100,000 00
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$190,000 00
NIA
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, Dc 20036-3804
52-1351785
501(c)(3)
520.000 00
NIA
Cash
NIA
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$30,000 00
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00077
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals In the U S
Part II, Grants to Organizatlons and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
55
Purpose of
Grant or
A55istance
Discovery Institute
208 Columbia Street
Seattle, WA 98104
91-1521697
501(c)(3)
$250,000 00
Cash
NIA
for general operations
Freedom Foundation
PO Box 552
Olympia. WA 98507
94-3136961
501(c)(3)
51.500 00
NIA
Cash
for general operations
Institute on Religion and Public Life
35 East 21st Street
6th Floor
New York, NY 10010
52-1628303
501(c)(3)
$10,000 00
NIA
Cash
NIA
for the First Things prolect
The Purposes and Limits of
Government
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$12,000 00
Cash
NIA
in support of Standpomt
Magazine. a protect of the
Seeial Affairs Unit, for a cover
story by Douglas Murray
Human Rights Foundation
350 Fifth Avenue
4515
New York, NY 10118
20-2669700
501(c)(3)
$15,000 00
Cash
NIA
Jfor a fellowship to support the
work of Bruce Bawer
Human Rights Foundation
350 Fifth Avenue
4515
New York. NY 10118
20-2669700
501(c)(3)
$5,000 00
NIA
Cash
NIA
for the Free Speech Protect
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$5,000 00
NIA
Cash
NIA
in honor of Rev Robert A
Sirico
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$75,000 00
NIA
Cash
NIA
for general operations
Schedule (Form 990 or 990EZ) 2013
CITIZENAUDIT.ORG PAGE #00078
Donors Trust, Inc. 52-2166327 56
I, Grants to Organizations and in the U S.
Part II, Grants to Organlzatlons and Govemments in the US.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable appraisal, A55istance A55istance
other)
Cato Institute for general operations This
1000 Massachusetts Avenue, NW grant is made in memory of
Washington, DC 20001-5403 23-7432162 501(c)(3) $4,000 00 NIA Cash NIA Michael J McCobin
Fund tor American Studies
1706 New Hampshire Avenue, NW
Sutte 400
Washington, DC 20009 13-6223604 501(c)(3) $1,000 00 NIA Cash for general operations
Competitive Enterpnse Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3004 52-1351785 501(c)(3) $1,000 00 Cash NIA for general operations
Institute for Justice
901 North Glebe Road
Smte 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) 51.000 00 NIA Cash NIA for general operations
New York Hlstoncal Socrety to support the annual dinner
170 Central Park West on December 2, 2013,
New York, NY 10024 13-1624124 501(c)(3) $5,000 00 NIA Cash honoring Roger Hertog
KaSilsr Preject
64 Linnaean Street
Cambridge, MA 02138 54-2195079 501 $10,000 00 NIA Cash NIA for general operations
Judicial Education Preject
3007 P Street. NW
Washington, DC 20007 202466871 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Georgetown University
600 New Jersey Avenue, NW for the Center on the
Washington, DC 20001 53-0196603 501(c)(3) $50,000 00 NIA Cash NIA Constitution
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00079
Donors Trust, Inc. 52-2166327
Grants to Organizatlons and In the U S
Part II, Grants to Organizations and Governments in the us.
Name and Address of
Organrzatron or
Government
EIN
(C)
IRC
Section If
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
of
NonCash
Purpose of
Grant or
57
Atlas Economrc Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$26,500 00
NIA
Cash
NIA
for general operatrons
Reason Foundatron
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$100,000 00
NIA
Cash
NIA
for general operations
for Farth, Work, 8. Economics
8400 Westpark Dnve
Surte 100
McLean, VA 22102
45-2481867
501(c)(3)
3750.000 00
Cash
for general operations
Government Accountability Institute
PO Box 12594
Tallahassee. FL 32317
45-4681912
501(c)(3)
$1,000,000 00
Cash
NIA
for general operatrons
Donora Downtown Inc
630 McKean Avenue
Donora, PA 15033
25-1514488
501(c)(3)
$10,000 00
NIA
Cash
NIA
for the Donora re truck
Polrcy Institute
190 South LaSalle Street
Surte 1630
Chicago. IL 60603
41 -2057028
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operatrons
National to Work Legal Defense
Foundatton, Inc
8001 Braddock Road
VA 22160-0002
59-1588825
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general operations
Judrcral Educatron Prolect
3007 P Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$40,000 00
Cash
NIA
for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00080
Donors Tnist. Inc. 52-2166327 58
1. Grants to Organizations and in the US
Part II, Grants to Organizations and Governments in the us.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable ASSIstance appraisal, Assmtance A55istance
other)
Georgetown University
Tocquevtlle Forum
3240 Prospect St NW, Third Floor tor the Georgetown Center on
Washington. DC 20007 53-0196603 501(c)(3) $5,000 00 Cash NIA the Constitution
Americans for Prosperity Foundation
2111 Wilson Boulevard
Surta 350
Artington. VA 22201-3097 52-1527294 501(c)(3) $3,000,000 00 Cash NIA for general operations
Greenhouse Solutions
PO Box 84
Aledo. TX 76008 26-1543859 501(c)(3) 350.000 00 NIA Cash NIA for general operations
Franklin Center
1229 King Street
3rd Floor for the
Alexandria, VA 22314 26-4066298 501(c)(3) $106,720 00 Cash NIA Education Reporting Initiative
Pacific Research Institute
One Embarcadero Center
Surte 350
San Francisco, CA 94111 94-2528433 501(c)(3) $5,000 00 NIA Cash for general operations
Florida Sheriffs Youth Ranches, Inc
PO Box 2000
Boys Ranch. FL 32064 23-7303117 501(c)(3) $15,000 00 NIA Cash NIA for general operations
Preject Ventas
214 West Boston Post Road. #145
Mamaroneck, NY 10543 27-2894856 501(c)(3) $6,000 00 Cash NIA for general operations
Roots angs Foundation
75 Bloomeld Avenue
Sutte 303
DenVIlle, NJ 07834 22-3683539 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00081
Donors Trust. Inc
I. Grants to 0
Part II. Grants to Org
52-2166327
e and
Organ
Gove
Address of
ization or
mment
rganizations and IndVIduals In the US
anizatlons and Governments In the U.S.
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
ASSIStance
(0
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
A55istance
59
Purpose of
Grant or
A55istance
lntemational
clo Ms Bndgett Wagn
Av
214 Massachusetts
Washington. DC
Policy Network US. Inc
er. Heritage Foundation
enue. NE
20002-4999
522363626
501(c)(3)
51.000 00
NIA
Cash
NIA
for general operations
Independent Institute
100 Swan Way
Oakland. CA 94621 -1 428
94-3008370
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Hillsdale Col eg
East College Street
Hillsdale. Ml 49242
38-1374230
501(c)(3)
$5.000 00
NIA
Cash
NIA
for general operations
Commentary. Inc
561 7th Avenue
16th Floor
New York. NY 10018-
1816
13-3610041
501(c)(3)
510.000 00
NIA
Cash
NIA
to suppon a n article by A
Herman. detailing political and
geopolitical aspects 0! Israel's
natural-gas revolution
Atlas Economic Resea
1201 L Street. NW
2nd Floor
Washington. 0c 2000
Foundation
5
94-2763845
501(c)(3)
310.000 00
NIA
Cash
WA
to support a reception and
related expenses for the
night 01 the forthcoming
Liberty Forum 2013
Acton Institute
98 East Fulton Street
Grand Rapids. MI 495
03
38-2926822
501(c)(3)
$250 00
Cash
NIA
for general operations
Becket Fund
3000 K Street, NW
Suite 220
Washington. DC 2000
for Relig
ious Liberty
7
52-1858532
501(c)(3)
$200 00
NIA
Cash
tor general operations
tnstitute for Humane Studies
3351 Fairfax Dnve
MSN 1C5
Adington. VA 22201
94-1623852
501(c)(3)
$500 00
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00082
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals In the US
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
A55istance
for Justice
901 North Glebe Road
900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$500 00
Cash
NIA
for general operations
Wyoming Liberty Group
1902 Themes Avenue
Suite 201
Cheyenne, WY 82001-3549
26-2828115
501(c)(3)
$70,000 00
Cash
NIA
for general operations
Momstown Memonal Health Foundation
475 South Street
First Floor
Momstown, NJ 07960
22-3392808
501(c)(3)
$100,000 00
Cash
NIA
to support the Center for
Advanced Medicme at the
Morristown Memorial Hospital
Employment Policies Institute Foundation
1090 Vermont Avenue, NW
Surte 800
Washington, DC 20005
52-1902264
501(c)(3)
$100,000 00
NIA
Cash
NIA
tor general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
tor a tellowship to support the
work of Naomi Schaeter Riley
Future of Freedom Foundation
11350 Random Hills Road
Suite 800
Fairtax, VA 22030
74-2543375
501(c)(3)
$56,809 96
NIA
Cash
NIA
for general operations
Spark Freedom
605 Long Branch Road
Lancaster. TN 38569
2748274413
501(c)(3)
$10,000 00
Cash
NIA
for general operations
Sutherland
Gateway Tower West Building
15 West South Temple. 200
Salt Lake City, UT 84101
87-0531727
501(c)(3)
$200,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00083
Donors Trust. Inc. 52-2166327 61
I, Grants to Organizations and IndViduals in the US.
Part II. Grants to Organizations and Governments in the us.
(C) (E) If) (9) 1h)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section it Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable A55istance appraisal. A55istance A55istance
other)
Foundation for Individual Rights in Education
(FIRE)
601 Walnut Street
Snite 510
Philadelphia. PA 19106 04-3467254 501(c)(3) $1,500 00 MIA Cash NIA for general operations
matching grant With
expectation members will
Teneo Inc match above annual donation
1504 Treadwell Street Unmatched funds for So
Austin, TX 78704 800305723 501(c)(3) 35.000 00 Cash Cal Chapter
University of Southern California
The Institute for Visual History and Education.
Leavey Library for the general operations of
650 West 35th Street. Suite 114 the Institute for Visual History
Los Angeles, CA 90089-2571 954642394 501(c)(3) $2.500 00 Cash MIA 5. Education
University of Southern California
The Institute tor V'isual History and Education.
Leavey Library for the general operations of
650 West 35th Street. Suite 114 the Institute for Visual History
Los Angeles. CA 90089-2571 954642394 501(c)(3) 55.000 00 NIA Cash 8. Education
Association 01 Former Intelligence Ofcers
7700 Leesburg Pike
Swte 324
Falls Church. VA 22043 51-0208890 501(c)(3) $10,500 00 Cash for general operations
Independence Institute
727 East 16th Avenue
Denver. CO 80203 84-0990300 501(c)(3) $219,716 03 Cash NJA tor the area of highest need
Conservative Agenda Project
1025 Thomas Jefferson Street. NW
Suite 110 G
Washington. DC 20007 264029303 501(c)(3) $38,000 00 NIA Cash for generalgperations
Falls Church. Anglican
PO Box 690
Falls Church. VA 22040 54-0506455 501(c)(3) 55.000 00 Cash NIA for the Healing Ministry
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00084
Donors Trust, Inc. 52-2166327 62
l, Grants to Organizations and IndVIduals In the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, Assmtance A55istance
other)
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3) $25,000 00 Cash NIA for general operations
Teneo Inc
1504 Treadwell Street
Austin, TX 78704 800305723 501(c)(3) $50,000 00 NIA Cash NIA for general operations
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857806 501(c)(3) $12,000 00 Cash NIA for general operations
Maniuana Policy Proiect Foundation
PO Box 77492
Washington, DC 20013 52-1975211 501(c)(3) $6,000 00 NIA Cash NIA tor the Texas iject
Marijuana Policy Prolect Foundation
PO Box 77492
Washington, DC 20013 52-1975211 501(c)(3) $6,000 00 NIA Cash for the Texas prgect
Americans for Prosperity Foundation
2111 Wilson Boulevard
350
Arlington, VA 22201-3097 52-1527294 501(c)(3) $20,000 00 Cash NIA tor the area of highest need
Institute for Humane Studies
3351 Fairfax Dnve
MSN 1C5
VA 22201 94-1623852 501(c)(3) 315.000 00 NIA Cash NIA for the area of highest need
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400 to support the Chicago
Washington, DC 20009 13-6223604 501(c)(3) $5,000 00 Cash NIA Luncheon charitable event
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00085
Donors Trust, Inc. 52-2166327 63
I, Grants to Organizations and IndVIduals in the U 8.
Part II, Grants to Organizations and Governments in the US.
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, As3istance ASSistance
other)
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009 136223604 501(c)(3) $10,000 00 NIA Cash for the area of highest need
Americans for Tax Reform Foundation
722 121h Street. NW
Fourth Floor
DC 20005 52-1400492 501(c)(3) $10,000 00 Cash NIA for the area of highest need
Frontiers at Freedom Institute. Inc
4094 Majestic Lane
Smte 380
Fairfax. VA 22033 541773197 501(c)(3) $50,000 00 NIA Cash for general operations
George Mason EnVironmentaI Law Clinic
9033 Brook Ford Road
Burke, VA 22015-3614 45-1602963 501 $100,000 00 NIA Cash NIA Ior generaI operations
Home School Foundation
PO Box 1152
PureeIIViIIe, VA 20134 52-1354365 501(c)(3) $15,000 00 NIA Cash NIA (for the Romeike appeal
Committee for a Constructive Tomorrow
PO Box 427
VA 22611 52-1462893 501(c)(3) $5,000 00 NIA Cash NIA for general owations
Intercollegiate Studies Institute
3901 Centewille Road
Vllmington, DE 19807-1938 23-6050131 501(c)(3) $10,000 00 NIA Cash (or eneral operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington. DC 20005 942763845 501(c)(3) $150,000 00 NIA Cash for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00086
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndVIduals In the US
Part II, Grants to Organizations and Governments In the U5.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
As5istance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
ASSistance
64
Purpose of
Grant or
A55istance
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$25,000 00
NIA
Cash
NIA
tor general operations
Fund tor American Studies
1706 New Hampshire Avenue, NW
Sune 400
Washington, DC 20009
13-6223604
501(c)(3)
$100,000 00
NIA
Cash
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive. 4th Floor
Arlington, VA 22201-4433
54- 1 436224
$10,000 00
Cash
MA
in support of the GMU
Economics Department
GMU Foundation (Law a. Econ Center)
3301 Fairfax Drive
Arlington. VA 22201
54-1603842
501(c)(3)
$10,000 00
Cash
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$25,000 00
NIA
Cash
NIA
Students for Liberty
1101 17th Street, NW
Suite 810
Washington, DC 20036
94-3435899
501(c)(3)
$25,000 00
Cash
NIA
for general operations
for general operations
Russell Kirk Center for Cultural Renewal
PO Box 4
Mecosta. Ml 49332
383443798
501(c)(3)
$7,500 00
Cash
NIA
in support of the scholarly
works at Wgen Gurman at the
UniverSIty of Virginia
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$2,500 00
Cash
NIA
for general operations
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00087
Donors Trust, Inc 52-2166327 65
l, Grants to Organizations and In the U S.
Part II, Grants to Organizations and Governments in the us.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Asmstance appraisal, Assistance
other)
Competitlve Enterprise Institute
1899 L Street, NW
Floor 12
DC 20036-3804 52-1351785 501(c)(3) $25,000 00 Cash NIA for general operations
Center for Indivrdual Rights
1233 20m Street, NW
Surte 300
Washington. DC 20036-1609 52-1600481 501(c)(3) $100,000 00 NIA Cash NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Surte 360
Artington, VA 22209-3108 57-0952531 501(c)(3) $250,000 00 NIA Cash NIA for the "Freedom is progct
Students for Liberty
1101 17th Street, NW
Surte 810
Washington, DC 20036 94-3435899 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Center for Competitive Politics
124 South West Street
Sune 201
Alexandria, VA 22314 20-3676686 501(c)(3) $15,000 00 NIA Cash for general operations
Randolph Boume Institute, Inc
1017 El Camino Real
Surte 306
Redwood City, CA 94063 71-0929026 501(c)(3) $25,000 00 Cash NIA for general operations
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314 264066298 501(c)(3) $40,000 00 NIA Cash NIA for general operations
Center for Union Facts
1090 Vermont Avenue, NW
Surte 800
Washington, DC 20005 2041036946 501(c)(3) $200,000 00 NIA Cash for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00088
Donors Trust. Inc 52-2166327 66
I, Grants to Organizations and in the U S
Part II, Grants to Organizations and Governments in the U.S.
(9) 0)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance ASSistance
other)
College at the Holy Cross in support of the Charles
Department of Political Science Carroll Program under the
PO Box 121A, 1 College Street direction of Professors Donald
Worcester. MA 01610 04-2103558 501(c)(3) 5100.000 00 NIA Cash Brand and Daniel Klinghard
Federalist Society
1015 18th Street, NW
425 to support lectures on
Washington, DC 20036-5221 36-3235550 501(c)(3) $15,000 00 NIA Cash NIA capitalism
National Legal Policy Center
107 Park Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3) $2,000 00 Cash NIA for general operations
Maniuana Policy Proiect Foundation
PO Box 77492
Washington. DC 20013 52-1975211 501(c)(3) $6,000 00 NIA Cash NIA for the Texas protect
PetConnect Rescue
PO Box 60714
Potomac, MD 20859 55-0857806 501(c)(3) $12,000 00 NIA Cash NIA for general operations
Proiect Liberty, Inc
109 North Henry Street for the (5500.000 00)
Alexandna. VA 22314-2903 27-3542181 501(c)(3) $600,000 00 Cash NIA and for the SSP ($100,000 00)
Judicial Education Project
3007 P Street, NW
Washington. DC 20007 202466871 501(c)(3) $350,000 00 Cash NIA for general operations
JudlClal Education Prorect
3007 P Street. NW
Washington. DC 20007 202466871 501(c)(3) $130,000 00 Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00089
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduals In the US
Part II. Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
67
Purpose of
Grant or
A55istance
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
524351755 501(c)(3)
$25,000 00
NIA
Cash
for general operations
V'ittana Foundation
318 First Avenue South
Smte 310
Seattle. WA 98104
26-1153264 501(c)(3)
$25,000 00
NIA
Cash
NIA
for the VittanaStudents
program
Catholic Association Foundation
3007 P Street. NW
Washington. DC 20007
202387957 501(c)(3)
$100,000 00
MIA
Cash
for general operations
Universny at Texas Foundation
158 West 21st Street
Stop A1800
Austin, TX 78712
74-1587488 501(c)(3)
$100,000 00
NIA
Cash
WA
to support the Thomas
Jefferson Center directed by
Thomas Pangle
Illin0is Policy Institute
190 South LaSalle Street
Sune 1630
Chicago, IL 60603
41 -2057028 501(c)(3)
$7,000 00
Cash
NIA
for general operations
American Museum of Natural History
Central Park West at 79th Street
New York. NY 10024-5192
13-6162659 501(c)(3)
$27,510 00
Cash
NIA
for the preparation and
transfer/shipping of AMNH's
Moveable Museum to
Mongolia
American Museum of Natural History
Central Park West at 79th Street
New York, NY 10024-5192
136162659 501(c)(3)
$10,000 00
Cash
NIA
tor general operations
Santa Fe Institute
1399 Hyde Park
Santa Fe. NM 87501
85-0325494 501(c)(3)
$60,000 00
NIA
Cash
NIA
for general operations and/or
the OmIdyar Challenge. at the
Santa Fe lnstitute's discretion
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00090
Donors Trust. Inc. 52-2166327 68
I, Grants to Organizations and IndVIduaIs in the US.
Part II, Grants to Organizations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal. A55istance A55istance
other)
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 501(c)(3) $20,000 00 NIA Cash NIA tor general operations
Independent Institute
100 Swan Way
Oakland, CA 94621-1428 94-3008370 501(c)(3) $5,000 00 Cash NIA tor general operations
Yellowstone Park Foundation
222 East Main Street for the Yellowstone Outdoors
Smte 301 Prolect With High Country
Bozeman. MT 59715 83-0311166 501(c)(3) $10,000 00 Cash NIA Apps
Yellowstone Assouation
PO Box 117
Yellowstone National Park, WY 82190 03-0374417 501(c)(3) $6,000 00 Cash NIA for general operations
PERC
2048 Analy5is Drive
A for the budding
Bozeman, MT 59718 81-0393444 501(c)(3) 510.000 00 NIA Cash NIA campaign/PERC Universny
Gallattn Valley Land Trust
25 North Wilson Avenue
Suite E for the Flora of Yellowstone
Bozeman. MT 59715 81 -046451 3 501(c)(3) $10,000 00 Cash Preject
American Enterpnse Institute
1150 Seventeenth Street. NW
Washington. DC 20036 53-0218495 501(c)(3) $250 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $250 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990EZ) 2013
CITIZENAUDIT.ORG PAGE #00091
Donors Trust, lnc. 52-2166327
I, Grants to Organizations and IndViduals in the US
Part II, Grants to Organizations and Governments in the U.S.
(6)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assustance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Purpose of
Grant or
Assistance
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Freedom Foundation
PO Box 552
Olympia. WA 98507 94-3136961 501(c)(3)
$2.500 00
NIA
Cash
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999 23-7327730 501(c)(3)
$100 00
Cash
NIA
for general operations
Hillsdale College
33 East College Street
Ml 49242 38-1374230 501(c)(3)
$1,000 00
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Swte 900
Adington, VA 22203-1854 52-1744337 501(c)(3)
$200 00
Cash
NIA
for general operations
Mercatus Center, GMU
George Mason Universny
3351 North Fairfax Drive. 4th Floor
Arlington, VA 22201-4433 54-1436224 501(c)(3)
$250 00
NIA
Cash
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316 95-3298239 501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Center for lndIViduaI Rights
1233 20th Street. NW
300
Washington, DC 200361609
52-1600481 501(c)(3)
$55,000 00
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00092
Donors Trust. Inc 52-2166327
l. Grants to Organizations and IndViduals in the U S.
Part II, Grants to Orginizations and Governments in the US
Name and Address of
Organization or
Government
EIN
to)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assustance
Purpose of
Grant or
Assmtance
Consumers' Research. Inc
1825 I Street. NW
Sixth Floor
Washington. DC 20006
22-1500498
501
$20,000 00
NIA
Cash
NIA
for general operations
Catholic Association Foundation
3007 F Street, NW
Washington. DC 20007
202387967
501(c)(3)
53,000 00
Cash
NIA
for general operations
Judicial Education Proiect
3007 P Street, NW
DC 20007
202466871
501
$65,000 00
Cash
NIA
for general operations
Montana State Universny Foundation
PO Box 172750
Bozeman. MT 59717-2750
81-6001649
501(c)(3)
$8,000 00
NIA
Cash
NIA
to support Professor Dave
Sands' biopreCIpitatlon
research
Cell Motion Laboratories. Inc
Columbia Station
PO Box 250288
New York, NY 10025-0288
26-2092282
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Sovereignty Matters. Inc
PO Box 5262
Novato, CA 94948
45-3755930
501
$5.000 00
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$560,000 00
NIA
Cash
NIA
for general operations
International Policy Network US. Inc
do Ms Bridgett Wagner, Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
52-2363626
501(c)(3)
$10,000 00
NIA
Cash
NIA
for the Network for a Free
Seeiety directed by Linda
Whetstone
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00093
Donors Trust, Inc 52-2166327 71
I. Grants to Organizations and IndVIduals In the US
Part II. Grants to Organizations and Governments in the us.
(C) (9) 0)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Section If Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Applicable ASSIstance appraisal, Assmtance A55istance
other)
Organization or
Government
Atlas Economic Research Foundation
1201 L street. NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $10,000 00 Cash NIA for general operations
Foundation for IndIVIdual Rights In Education
(FIRE)
601 Walnut Street
Suite 510
Philadelphia, PA 19106 04-3467254 501(c)(3) $10,000 00 NIA Cash NIA for general operations
George Washington University
Regulatory Studies Center
805 21st Street. NW, Suite 612
Washington, DC 20052 530196584 501(c)(3) $7,000 00 NIA Cash
for the Regulatory Studies
Center's general operations
Foundation for Economic Education
1718 Peachtree Street. NW
Suite 1048
Atlanta. GA 30309 13-6006960 501(c)(3) $4.000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001 -5403 23-7432162 501(c)(3) $4,000 00 NIA Cash NIA for general operations
Institute for Justice
901 North Glebe Road
Swte 900
Arlington. VA 22203-1854 52-1744337 501(c)(3) 53.000 00 NIA Cash NIA for general operations
Fund tor Amencan Studies
1706 New Hampshire Avenue. NW
400
Washington. DC 20009 13-6223604 501(c)(3) $5,000 00 Cash NIA for general operations
Fractured Atlas
248 West 351h Street
10m Floor
New York. NY 10001 11-3451703 501(c)(3) 36.000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00094
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and IndVIduals in the U S
Part II, Grants to Organizations and Governments in the us.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(0)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
A55istance
72
Purpose of
Grant or
A55istance
Project Veritas
1214 West Boston Post Road. #145
Mamaroneck, NY 10543
27-2894656
501(c)(3)
$2.000 00
Cash
NIA
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$200 00
Cash
NIA
for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington. DC 20036
53-0218495
501(c)(3)
$1.000 00
Cash
NIA
for general operations
Manhattan Institute tor Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
World Monuments Fund
350 Fifth Avenue
Surte 2412
New York. NY 10118
13-2571900
501(c)(3)
520.000 00
Cash
for general operations
Central Park Conservancy
14 East 60th Street
New York. NY 10022
13-3022855
501(c)(3)
510.000 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Swte 900
Arlington. VA 22203-1854
52-1744337
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
PERC
2048 Drive
Snite A
Bozeman. MT 59718
610393444
501(c)(3)
$5.000 00
NIA
Cash
WA
to support research on wood
biomass and Bootleggers and
Baptists
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00095
Donors Trust, Inc 52-2166327
I, Grants to Organizations and IndViduals In the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
ASSistance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
A55istance
Jack Miller Center for Teaching America's
Founding Principles and History
3 Bala Plaza West
401
Bala PA 19004
26-1147689
501(c)(3)
$50,000 00
NIA
Cash
NIA
to support a postdoctoral
fellowship
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501
$5,000 00
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
$1,000 00
NIA
Cash
for general operations
Bill of Rights Institute
200 North Glebe Road
200
Arlington, VA 22203
48-0891418
501(c)(3)
$1,000 00
Cash
NIA
Ifor general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
lor general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$1.000 00
NIA
Cash
NIA
for the Paycheck Protection
campaign
Foundation for Economic Education
1718 Peachtree Street. NW
Stiite 1048
Atlanta, GA 30309
13-6006960
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
400
Washington. DC 20009
13-6223604
501(c)(3)
$500 00
Cash
NIA
for the matching campaign
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00096
Donors Trust. Inc. 52-2166327 74
I. Grants to Organizations and IndViduals in the U.S.
Part II, Grants to Organlzations and Governments in the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant NonCash Valuation (book. FMV. Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance Assistance
other)
Independent Institute
100 Swan Way
Oakland. CA 94621-1428 94-3008370 501(c)(3) $1,000 00 NIA Cash NIA tor general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 105
Arlington. VA 22201 94-1623852 501(c)(3) $1.500 00 NIA Cash NIA for general operations
Institute for Justice
901 North Glebe Road
900
Admgton, VA 22203-1854 52-1744337 501(c)(3) 51.200 00 NIA Cash NIA for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017 13-2912529 501 $2.000 00 Cash for general operations
Mercatus Center. GMU
George Mason University
3351 North Fairfax Drive. 4th Floor
Arlington, VA 22201-4433 54-1436224 501(c)(3) $2,000 00 Cash NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $1,250 00 NIA Cash NIA for general operations
Metanexus Institute
252 7th Avenue
Apartment 8X
New York. NY 10001 23-2977021 501(c)(3) $6.000 00 Cash NIA for general operations
Manhattan Institute tor Policy Research
52 Vanderbilt Avenue to support Standpomt
New York, NY 10017 13-2912529 501(c)(3) $10,000 00 NIA Cash NIA magazine
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00097
Donors Trust, Inc. 52-2166327
l. Grants to Organizations and lndVIduals In the U S
Part II, Grants to Organizations and Governments In the US.
Name and Address of
Organization or
Government
Em
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
ASSIstance
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Asswtance
Purpose of
Grant or
Assistance
75
Conservative Agenda Protect
1025 Thomas Jefferson Street. NW
SUite 110 6
Washington, DC 20007
26-4029303
501(c)(3)
$45,000 00
Cash
NIA
for general operations
Acton Institute
161 Ottawa Avenue NW
SUite 301
Grand Rapids. MI 49503-2718
38-2926822
501(c)(3)
51.000 00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$2,000 00
Cash
NIA
for general operations
Future of Freedom Foundation
11350 Random Hills Road
Suite 800
Fairfax. VA 22030
74-2543375
501(c)(3)
$1,000 00
Cash
NIA
for general operations
Hillsdale College
33 East College Street
Hillsdale, MI 49242
(SB-1374230
501(c)(3)
52.000 00
Cash
NIA
for general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 105
Arlington. VA 22201
94-1623852
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$500 00
NIA
Cash
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00098
Donors Trust, Inc. 52-2166327
l. Grants to Organizations and IndVIduals in the U.S
Part II, Grants to Organlzations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
A55istance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
NonCash
A55istance
Purpose of
Grant or
ASSistance
76
The Bakken
3537 Zeneth Ave . South
Minneapolis, MN 55416-4623
51 -01 75508
501(c)(3)
$6,000 00
NIA
Cash
NIA
for general operations
Freedom Works Foundation
400 North Capitol Street. NW
Sune 765
Washington, DC 20001-1564
52-1526916
501
$1,000 00
NIA
Cash
NIA
for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington. DC 20036
53-0218495
501(c)(3)
32.500 00
NIA
Cash
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
55.000 00
NIA
Cash
NIA
for general operations
Bill of Rights Institute
200 North Glebe Road
200
Aitington. VA 22203
48-0891418
501(c)(3)
$5,000 00
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
237432162
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
1718 Peachtree Street. NW
Suite 1048
Atlanta, GA 30309
1 3-6006960
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
55.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00099
Donors Trust, Inc. 52-2166327 77
l. Grants to Organizations and IndViduaIs in the U 8
Part II, Grants to Organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant NonCash Valuation (book. FMV. Non-Cash Grant or
Government Applicable ASSistance appraisal, A55istance A55istance
other)
Institute for Justice
901 North Glebe Road
SUite 900
Adington. VA 22203-1054 52-1744337 501(c)(3) $10,000 00 NIA Cash NIA for general operatlons
Ludvng Von Mises Institute
518 West Magnolia Avenue
Auburn. AL 36832-4501 52-1263436 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Massachusetts General Hospital - Infectious
Disease
Universny Park. 65 Landsdowne St. Rm 419 for such work as Martin 5
Cambridge. MA 02139 04-1564655 501(c)(3) $10,000 00 Cash NIA Hirsch. MD may speCIfy
National Center for Policy AnalySIs
12770 Cait Road
Snite 800
Dallas. TX 75251 -1 339 75-1804932 501 $5,000 00 NIA Cash NIA for general operations
Rockefeller University
1230 York Avenue
New York, NY 10021 13-1624158 501(c)(3) $10,000 00 Cash NIA for general operations
Tax Foundation
529 14th Street. NW
420
Washington. DC 20045 52-1703065 501(c)(3) $10,000 00 Cash NIA (or general operations
Freedom Works Foundation
400 North Capitol Street. NW
Smte 765
Washington. DC 20001-1564 52-1526916 501(c)(3) $5.000 00 NIA Cash NIA for general operations
HiIIsdale College
33 East College Street
HiIIsdale. Ml 49242 36-1 374230 501(c)(3) $1.500 00 NIA Cash NIA (or general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00100
Donors Trust, Inc. 52-2166327 78
l, Grants to Organizations and IndViduals in the U S.
Part II, Grants to organizations and Governments in the U.S.
(C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable A55istance appraisal, As5istance A55istance
other)
Institute for Justice
901 North Glebe Road
Swte 900
Arlington. VA 22203-1854 52-1744337 501(c)(3) $2,500 00 Cash for general operations
Institute for Humane Studies
3351 Fa1r1ax Dnve
MSN 1C5
Arlington. VA 22201 94-1623852 501(c)(3) 32.500 00 NIA Cash NIA for general operations
Future of Freedom Foundation
11350 Random Hills Road
Sune 800
Fairfax. VA 22030 74-2543375 501(c)(3) $500 00 Cash NIA for general operations
Ludwig Van Mises Institute
518 West Magnolia Avenue
Auburn, AL 36832-4501 52-1263436 501(c)(3) $500 00 NIA Cash NIA for general operatlons
Independent Institute
100 Swan Way
Oakland, CA 94621-1428 94-3008370 501(c)(3) $250 00 NIA Cash NIA for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316 95-3298239 501(c)(3) $250 00 NIA Cash NIA for general operations
Austin Institute tor the Study 01 Family and
Culture
1611 West Avenue
Austin, TX 78701 46-2082757 501(c)(3) $99,000 00 Cash NIA Itor general operations
James Randi Educational Foundation
7095 Hollywood Boulevard
#1 170
Los Angeles. CA 90028 65-0649443 501(c)(3) $8,000 00 NIA Cash for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00101
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and IndVIduaIs In the U S
Part II, Grants to Organizations and Governments In the US.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
NonCash
A55istance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
A55istance
New York Academy of Soiences
7 World Trade Center
250 GreenWIch Street. 40m Floor
New York, NY 10007-2157
13-1773640
501(c)(3)
$8,000 00
NIA
Cash
for general operations
President and Fellows of Harvard College
79 John F Kennedy Street
Taubman 306
Cambridge, MA 02136
04-2103580
501(c)(3)
$5,000 00
NIA
Cash
NIA
for the Program on
Educational Policy and
Governance
Center for Independent Thought
1420 Walnut Street
Sum 1011
Philadelphia, PA 19102
52-0945376
501(c)(3)
$2,500 00
NIA
Cash
NIA
to support Stossel in the
Classroom
Friends oi Israel Center for Soaal 5 Economic
Progress
100 Front Street
945
West Conshohocken, PA 19428
13-3129249
501(c)(3)
$4,993 00
NIA
Cash
NIA
for general operations
Middle East Forum
14 East 60th Street
Sum: 1001
New York, NY 10022
23-7749796
501(c)(3)
$2,500 00
NIA
Cash
WA
to support the Gatestone
Institute
Philanthropy Roundtable
1730 M Street. NW
Snite 601
Washington, DC 20036
13-2943020
501(c)(3)
$5.000 00
NIA
Cash
WA
to support the Alliance for
Charitable Reform
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Institute for Educational Advancement
625 Fair Oaks Avenue
Suite 285
South Pasadena, CA 91030-5836
954695698
501(c)(3)
$760,000 00
NIA
Cash
NIA
for scholarships
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00102
Donors Trust, Inc. 52-2166327 80
l, Grants to Organizations and Indwduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(C) (9) 0)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable A55istance appraisal, A55istance A55istance
other)
Cause of Actton
1919 Avenue NW
Sune 650
Washington. DC 20006 45-2805977 501(c)(3) $2,000,000 00 NIA Cash NIA for general operations
Mercatus Center, GMU
George Mason Universny
3351 North Fairfax Drive. 4th Floor
Arlington, VA 22201-4433 54-1436224 501(c)(3) $1,000,000 00 Cash NIA for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316 95-3298239 501(c)(3) $500 00 NIA Cash NIA for general operations
Lucy Bums Institute
301 South Bedford Street
Suite 6
Madison, WI 53703-9691 20-8036372 501(c)(3) $25,000 00 Cash NIA for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3804 52-1351785 501 $15,000 00 NIA Cash tor general operations
Policy Institute
190 South LaSalle Street
1630
Chicago. IL 60603 41-2057028 501(c)(3) $100,000 00 NIA Cash for general operations
Yellowstone Park Foundatlon
222 East Main Street or the evaluation and
Smte 301 protection of cutthroat trout in
Bozeman, MT 59715 83-0311166 501(c)(3) $30,000 00 Cash NIA Slough Creek
Center for Individual Rights
1233 20th Street. NW
Smte 300
Washington. DC 20036-1509 52-1600461 501(c)(3) $300,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00103
Donors Trust, Inc 52-2166327 31
I, Grants to Organizations and In the US
Part II, Grants to Organizations and Governments In the US.
(C) (9) 0)
Name and Address of EIN IRC Amount of Am0unt of Method of Description of Purpose of
Organization or Section If Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Applicable Assistance appraisal, ASSIstance ASSIstance
Government
other)
Project Liberty, Inc
109 North Henry Street
Alexandria. VA 22314-2903 27-3542181 501(c)(3) 55.000 00
NIA Cash NIA for the
Schedule (Form 990 or 990-EZ) 2013
CITIZENAUDIT.ORG PAGE #00104
52-2166327 Page2
Schedulel(Form 990) (2013) Donors Trust, Inc.
'Yes' to Form 990, Part IV, line 22.
|Part [Grants and Other Assistance to Individuals in the United States. Complete if the organization answered
Part can be duplicated if additional space is needed.
Method of valuation (book. (0 ol non-cash
Amount of
FMV. appraisal, other)
Number of
non-cash aSSIstanca
rectplents
(2) Amount ot
Type of grant or assistance
cash giant
7
Part NJ Supplemental Information. Provide the information required in Part l, line 2. Part column and any other additional information.
_t_h_e 129.03
Qt_e_e 395 e_s_ 92am _fy 201.5. 1.13 _n_0_t 23.691 Earls l_t_ any. 21.59221} $.69 _p_e_r 0.11. i 352128
Schedule I (Form 990) (2013)
TEEA3902
CITIZENAUDIT.ORG PAGE #00105
Compensation Information
or certain Ofcers, 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.
lnfonnation about Schedule J (Form 990) and its instructions is
SCHEDULE J
(Form 990)
Department of the Treasury
Internal Revenue Sewice
OMB No 15450047
2013
Open to Public
Inspection
at
7
Name of the organization
Donors Trust.
Inc. 52-2166327
Part Questions Regarding Compensation
Employer identication number
Yes No
1 3 Check the appropnate box(es) if the organization provided any of the followmg to or for a person listed in Form 990. Part
VII, Section A. line 13. Complete Part to provide any relevant information regarding these Items.
D First-class or charter travel D Housing allowance or reSIdence for personal use
D Travel for companions [Payments for busmess use of personal reSIdence
Tax indemnication and gross-up payments El Health or SOClal club dues or initiation fees
El Discretionary spending account DPersonal seNices maid. chauffeur, chef)
b If any of the boxes on line 1a are checked. did the organization follow a written policy regarding payment or
reimbursement or prOVISlon of all of the expenses described above? If No. complete Part to explain . . . . . . . . . . . . . 1 b
2 Did the organization reqUIre substantiation prior to reimbursmg or allowmg expenses incurred by all ofcers. directors,
trustees. and ofcers. including the CEO/Executive Director. regarding the items checked in line 1aIndicate which, if any. of the followmg the ling 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
Compensation committee EIWntten employment contract
D Independent compensation consultant DCompensation survey or study
Form 990 of other organizations Approval by the board or compensation committee
4 During the year. did any person listed in Form 990, Part VII. Section A, line 13 With respect to the ling organization
or a related organization
a Receive a severance payment or change-ofcontrol paymentPartICIpate in. or receive payment from, a supplemental nonqualied retirement planPaitiCipate in. or receive payment from. an eqwty-based compensation arrangement'Yes' to any of lines 4a-c. list the persons and prowde the applicable amounts for each item in Part
i
1 Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5 For persons listed in Form 990. Part VII, Section A, line 13. did the organization pay or accrue any compensation
contingent on the revenues of:
a The organizationAny related organization'Yes' to line 53 or 5b. descnbe in Part
6 For persons listed in Form 990. Part VII, Section A. line 1a. did the organization pay or accrue any compensation
contingent on the net earnings of.
a The organizationAny related organization'Yes' to line 6a or 6b, describe in Part
7 For persons listed in Form 990. Part VII, Section A, line 1a. did the organization prowde any non-xed
payments not described in lines 5 and 67 If 'Yes, describe in Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 x
8 Were any amounts reported in Form 990. Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section
If 'Yes. describe in Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 x
9 if 'Yes' to line 8. did the organization also follow the rebuttable presumption procedure described in Regulations
section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEM101 07/08113
Schedule J (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00106
Schedule J (Form 990) 2013
Donors Trust,
m Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
52-2166327
Page 2
For each individual whose compensation must be reported In Schedule J. report compensation from the organization on row and from related organizations, described in the instructions on
row Do not list any indiwduals that are not listed on Form 990. Part VII.
Note. The sum of columns for each listed indiVidual must equal the total amount of Form 990, Part VII. Section A, line 1a, applicable columns (D) and (E) amounts for that indIViduaI.
(A) Name and Title
(B) Breakdown of W-2 and/or 1099-MISC compensation
(C) Retirement
(I) Base
compensation
(II) Bonus and
incentive
compensation
(Ill) Other
reportable
compensation
and other
deferred
compensation
(D) Nontaxable
benets
(E) Total of
(F) Compensation
reported as
deferred in prior
Form 990
Whitney L Ball
1 President CEO
(I
0.
Jeffrey C.
2 CFO.
Zysik
Sec-Treas.
(I)
(I
(ii)
(ii)
(ii)
(ii)
(ii)
(iiBAA
TEEA4102 07/0811 3
Schedule J
(Form 990) 2013
CITIZENAUDIT.ORG PAGE #00107
ScheduleJ(Form Donors Trust, Inc. Page3
[Part [Supplemental Information
Provide the information. explanation, or descriptions required for Part I. lines 1afor Part II. Also
complete this part for any additional information.
BAA Schedule J (Form 990) 2013
TEEA4103 07/08/13
CITIZENAUDIT.ORG PAGE #00108
. . OMB N 1545-0047
SCHEDULE M Noncash Contributions
(Form 990) 3
Complete if the organizations answered Yes' on Form 990, Part IV. lines 29 or 30.
Attach to Form 990. open To Public
lnfonnation about Schedule M (Form 990) and its instructions is at Inspection
Name of the organization Employer ldenttcatlon number
Donors Trust, Inc. 522166327
[Part I Types of Property
(3)
Check if Number of Noncash contribution Method of
applicable contnbutions or amounts reported noncash conmbutlon amounts
items contnbuted on Form 990,
Part V|I|.|rne1g
Art-Works ofart . . . . . . . . . . . . . . . .
Art Hrstoncal treasures . . . . . . . . . . . . .
Art Fractional interests . . . . . . . . . . . . .
Books and publications . . . . . . . . . . . . . .
Clothing and household goods . . . . . . . . . .
Cars and other vehicles . . . . . . . . . . . . .
Boats and planes . . . . . . . . . . . . . . . . .
Intellectual property . . . . . . . . . . . . . . . .
securities F'Ub'mll/tradj - - - - - - - - - - - Falr market value
Secumres Closely held stock . . . . . . . . . .
.5-5
aoomummhun-n
Secuntres Partnership. LLC. or trust interests. .
Secuntres Miscellaneous . . . . . . . . . . . .
.-
M
.-
(-3
Qualied conservation contribution
Historic structures . . . . . . . . . . . . . . . .
14 Qualied conservation contribution Other. . . .
15 Real estate - Resrdential . . . . . . . . . . . . .
16 Real estate Commercral . . . . . . . . . . . .
17 Real estate - Other . . . . . . . . . . . . . . .
18 Collectibles . . . . . . . . . . . . . . . . . . . .
19 Food inventory . . . . . . . . . . . . . . . . . .
20 Drugsand medicalsupplies . . . . . . . . . . .
21 Taxrdermy . . . . . . . . . . . . . . . . . . . .
22 Historical artifacts . . . . . . . . . . . . . . . .
23 Screntic specrmens . . . . . . . . . . . . . . .
24 Archeologrcalartrfacts . . . . . . . . . . . . . .
25 Other>
26 Other> -
27 Other> -
7278 Other -
29 Number of Forms 8283 received by the organization during the tax year for contnbutrons for which the
organization completed Form 8283, Part IV. Donee Acknowledgement . . . . . . . . . . . . . . . . . . . . . 29
Yes No
30a During the year. did the organization receive by contribution any property reported in Part I. lines 1-28. that it must
hold for at least three years from the date of the initial contnbution, and which is not reqUIred to be used for exempt _o
purposes for the entire holding period'Yes, describe the arrangement in Part II. T
31 Does the organization have 3 gm acceptance policy that requrres the revrew of any non-standard contributions32a Does the organization hire or use third parties or related organizations to process, or sell
noncash contributions'Yes. describe in Part II.
33 If the organization did not report an amount in column (0) for a type of property for which column is checked,
describe in Part II.
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2013
TEEM601 09/06/13
CITIZENAUDIT.ORG PAGE #00109
SChedUIeM(F0rm 990)2013 Donors Trust, Inc. 52-2166327 P3982
- pplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether
the organization is reporting in Part I, column the number of contributions, the number of items
received, or a combination of both. Also complete this part for any additional information.
Liens- 3_2_b_ _F_ir1a_ns :La_l_ i_n_s :LtyE i_0_n /_b_rQ 1:65 _u_sci $9 .53; 1. _m r_k_e 51b}? i_e_s_
991112). _Th i_s_ _ia _the webs-E 903: r_i_bt_1 t_i_or_1 _re eejyei $130161 32 ill
3: 291112). 99r10_r_0_n_ e l.a_r_ grate May. 90.n_s_i t_ 9f. emerges 9i_f_f
991.02 L _s9u_r_i t_i_e r_e_C Reel 8.61312 _diaEe _a .8351: 5992221211}; 9n.-
BAA TEEMGOZ cam/13 Schedule M (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00110
SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ MBN 57
990 Of 990-EZ) Complete to provide information for responses to specic questions on 3
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
D Information about Schedule 0 Form 990 or 990-EZ and its instructions is 09" Pym:
W at Inspectlon
Name of the organlzallon Employer Identication number
Donors Trust, Inc. 52-2166327
_L_i19_ .12 IF. BF:le '20. .13; 53914291231413.
_L_le_ .12 -3399 LAT 291]. 913 .02 99.11212 BQLEI
Pt VI, LIne l9 REQUEST AT ORGANIZATION S OFFICE.
.1926; 3.1.12 $.le .
3399351115. 5.11139 BABE IRENE
QLREQT. QB .15 REPEEDEE T. QQT -
_L_l3_ I. _02 11133.71? FLUX
_L_le_ ERPQWEI 9F. 123qu
.1928. 813. Eli 5335391. 913 -
_Lli .559. 9E 255$- 91.11.5933- 5! FEB.
.1929 FEE. -
Pt VI Line 3 CONTRACTOR 15 TM . SEE PART I I LINE 4 FOR DESCRIPTION .
Pt VI C 1 Line 1 7 AKJ ALILAB 9A., 9932' {54 ELM
Pt VI-C, Line 17
Pt VI-C, Line 17 UT, VA, WA, WI, wv.
BAA For Papemorlt Reduction Act Notice. see the Instructions lor Form 990 or 990:2. 09/09/2013 Schedule 0 (Form 990 or 990EZ) 2013
CITIZENAUDIT.ORG PAGE #00111
SCHEDULE R
(Form 990)
Attach to Form 990. See separate instructions.
Department at the Treasury
internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered 'Yes' on Form 990, Part IV. line 33, 34, 35b, 36, or 37.
Information about Schedule R (Form 990) and its Instructions is at
OMB No 1545-0047
Open toPubllc
Inspection
..
Name at the organization
Donors Trust, Inc.
Employer Identication number
52-2166327
m Identication of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV. line 33.
Name, address, and EIN (if applicable) of disregarded entity Primary actiVIty Legal domicne (state
or foreign country)
Total income
End-of-year assets Direct controlling
entity
111 Donors _Tr1;5_tL .
N _H_er_nr_y_ t.
ALejendriaJ_ YA 2.23.1.4 Inactive
270704085 MD
Donors Trust. Inc.
121 Ia_l_egt_ _Ma r_k_et
__;Q9_N_H_er_ir_y_ St
Provide
sunport services MD
Donors Trust. Inc.
131
Ildentication of Related Tax-Exempt Organizations Complete if the organization answered Yes' on Form 990. Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.
a) (ci
Name. address. and IN of related organization Primary actIVIty Legal domICIle (state Exempt Code
or foreign country) section
. (9)
Public charity status Direct controlling Sec 512(b)(13)
(if section 501(c)(3)) entity controlled entity?
Yes No
J11 Donors _C_aet_i_ta_l_ Byrd;
ED 139); _1_395_
11A _2_21_3 Grant making
54-1934032 MD 501(c)(3)
509(a) Tvpe 1 SO X
12) 312033 gt_ Li_b_e_rtx._ ln_c_-
1};an _St
ya _2_21_4 Direct charltable
27-3542181 program activitv DE 501(c)(3)
509(a) (1) Tvpe 1 SO X
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 06/26/13
Schedule R (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00112
ScheduleR(Form 990) 2013 Donors Trust, Inc. 52-2166327 P3932
identification of Related Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 34
4 because it had one or more related organizations treated as a partnership during the tax year.
. (fl (9) (I) 00
Name, address. and EIN of Primary Legal Direct Predominant Income Share of total Share of Dispropor- Code V-UBI General or Percenta e
related organization controllmg (related. unrelated. Income end-of-year tronate amount In box managing ownersh p
(state or entity excluded from tax assets allocations? 20 of Schedule partner?
forelgn under sections K-1 (Form
country) 512-514) Yes No 1065) Yes No
WW7 Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered 'Yes on Form 990, Part IV.
- 4 line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
a) (C) (9) (I)
Name. address. and IN of related organization Primary Legal domucule Direct Type of entity Share of Share of end-of Percenta 9 Sec 512(b)(13)
(state or forelgn controlling (C corp. S corp. total Income year assets ownersh p controlled
country) entity or trust) Y N
es 0
BAA TEEA5002 05/21/13 Schedule R (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00113
Schedule R (Form 990) 2013
Donors Trust, Inc.
m Transactions With Related Organizations Complete if the organization answered Yes on Form 990, Part IVNote. Complete line 1 If any entity Is listed in Paits II, or IV of this schedule
During the tax year, did the organization engage In any of the followmg transactions With one or more related organizations listed in Parts ll-lV?
Receipt of(i) interest (ll) annUIties (Ill) royalties or (iv) rent fromacontrolled entity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Gift. grant, or capital contribution to related organization(sPurchase of assets from related organization(Lease offaCIlities, equipment. or other assets to related organization(Lease offacilities, eqmpment, or other assets from related organization(sPerformance of serVIces or membership or fundraismg solICItations for related organization(s)
Performance of services or membership or fundraising solimtations by related organization(s)
Sharing of faCIlities, equment. mailing lists, or other assets With related organization(Reimbursement paid to related organization(s) for expensesline 34,
52-2166327
35bthe answer to any of the above Is 'Yes. see the Instructions for Information on who must complete this line, Including covered relation
hips and transaction thresholds.
.
Name of related organization Transaction
type (8-5)
M
Amount involved
Method of determining
amount Involved
- No controlled entities as defined by IRC
sec 512 (13)
(2)
(3)
(4)
(5)
(5)
BAA
TEEA5003 06/27/13
Schedule R (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00114
Schedule R (Form 990) 2013
Donors Trust, Inc.
Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990. Part lV, line 37.
52-2166327 Page4
Prowde the following Information for each entity taxed as a partnership through which the organization conducted more than ve percent of Its activmes (measured by total assets or gross
revenue) that was not a related organization. See Instructions regarding exclusron for certain investment partnerships.
Name. address. and EIN of entity
anary actIVIty Legal Predominant Are all partners
(state or foreign income section
country) (related. unre- 501(c)(3)
lated. excluded organizations?
from tax under
section 512-514) Yes No
if) (9)
Share of Share of Dispropor- Code V-UBI General or Percentage
total Income end-of-year tlonate amount in box managing ownership
assets allocations? 20 of Schedule partner?
K-1
Form (1065)
Yes No Yes No
TEEASOO4 06/27/13
Schedule R (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00115
SChedUle R (F0mi990)2013 Donors Trust, Inc. 52-2166327 Page 5
[PamVll ;l Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
BAA TEEASOOS 06mm Schedule R (Form 990) 2013
CITIZENAUDIT.ORG PAGE #00116
Donors Trust, Inc. 52-2166327
Schedule 0 (Form 990), Supplemental Informatlon to Form 990
Form 990, Page 2, Part Line 1 (continued)
Bney describe the organization's mission:
PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH,
ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE.
CITIZENAUDIT.ORG PAGE #00117
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 9/Noncash
Description
Amount
Marketable security contributions
15,140,826.
Total
15,140,826.
Supporting Statement of:
D, page 2/Part V, line 1e col
Description Amount
Direct program expenses 7,766.
Total 7,766.
Supporting Statement of:
D, page 2/Part V, line 1e col
Description Amount
Direct program expenses 1,657,333.
Total 1,657,333.
Supporting Statement of:
D, page 2/Part V, line 1e col (C)
Description 7 Amount
Direct program expenses 1,712,039.
Total 1,712,039.
SuppOrting Statement of:
D, page 2/Part V, line 1e col
Description Amount
Program related direct expenses 1,912,824.
Total
1,912,824.
CITIZENAUDIT.ORG PAGE #00118
Donors Trust, Inc. 52-2166327
Supporting Statement of:
D, page 2/Part V, line le col
Description
Amount
Program related direct expenses
Total
976,327.
9761327.
CITIZENAUDIT.ORG PAGE #00119
Additional Information For Tax Return
Donors Trust, Inc. 52-2166327
01111 920 2 6:.Li26 L72 -
See Schedule 0 for list of states.
|
| 2012/12 |
990-EO |
2013/12 |
|
OMB No I545-0047
2012
Open to. Public
Inspection
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
The organization may have to use a copy of this return to satisfy state reporting requirements
Department of the Treasury
Internal Revenue Service
A For the 2012 calendar year, or tax year beginning 2012, and ending
SGANNED DEC 1 7 Z0133
D Employer Identication Number
Telephone number
B Check if applicable C Name of organization Donors Trust I Inc
Doing Business As
Number and street (or P 0 box if mail is not delivered to street addr)
Address change
Name Change Room/suite
Initial return 109 North Henry Street (703) 535-3563
Tmlnated City, town or country state ZIP code 4
Amended return Alexandria VA 22314-2903 G Gross receipts 58, 728, 084 .
Applicanon pend-.9 F Name and address of principal officer '5 W5 3 QFOUP Fem 7 a'I'aI65 %Yes E No
Whitney L. Ball 109 North Henry Street: Alexndria attach a list (see instructions)
I Tax-exempt status [x I501(c)(3) I I501(c) (insert no.) 01' I |527
J Website: donorstrust org H(c) Group exemption number 5
K Form of organization IX Icorporation I ITrust I I Association I I Other I L Year of Formation 1 I M State of legal domicile VA
I art I I Summary
1 Briefly describe the organization's mission or most significant activities: gN_Sg13
en ["1135 8 DLAEE .111
E9 _591_Al-
i_ r_
5 2 Check this box U11 the organization discontinued its operations or disposed of more than 25% of its net assets
*5 3 Number of voting members of the governing body (Part VI, line 1a) . 3 4
4 Number of independent voting members of the governing body (Part VI, line 1b) 4 3
:2 5 Total number of individuals employed in calendar year 2012 (Part V, line 2a) 5 6
E 6 Total number of volunteers (estimate if necessary) 6 0
2 7a Total unrelated business revenue from Part column (C), line 12 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 7b
Prior Year Current Year
o 8 Contributions and grants (Part line 1h) 39, 267, 594 . 45 908, 735
E 9 Program service revenue (Part line 2gInvestment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and He)
12 Total revenue add lines 8 through 11 (must equal Part column (A), line 12) 404 127, 442 47 559, 207
13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 29, 722, 017 . 40, 276, 542 .
14 Benefits paid to or for members (Part IX, column (A), line 4)
m 15 Salaries, other compensa IUII, eiirlu cc (Firm, column (A), lines 5-10) 631, 296, 689, 028
E 16a Professional fundraislng fees (Pgi 11e
g- b Total fundraising expensels (Part IX, column (D), line 410, 723 . I
17 Other expenses (Part IX, 91a2UlI3 11 Q) 1,811,554. 2,141,416.
18 Total expenses. Add lines 7 (must equal Part IX, cc lam (A), line 25) 32, 164, 867 . 43, 106, 986 .
19 Revenue less expenses. Subtract bmline I12: 7, 962,575. 4,452,221.
E U9 SN U I Beginning of Current Year End Of Year
2u Total assets (Part x, line 6) 26,128,041. 30,679,673.
21 Total liabilities (Part X, line 26) 110Net assets or fund balances. Subtract line 21 from line 20 26, 017, 669 . 30, 614, 131 .
IPart ll [Signature Block
Under penalties of perjury, I cleclar 1 .-
complete Declaration of preparer this return, incl ing accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and
. I. . fwhich eparer has any knowledge
4 4
I l4M7l/Q0145
fo icer Date
Here tney L . Ball President CEO
Type or print name and title
Printfiype preparer's name Preparer's signature Date check II If PTIN
self-employed
Preparer F-rnsname b e J. I -I reioared
Use Firm's address I. Firm's EIN
Phone no
May the IRS discuss this return with the preparer shown above? (see instructionsForm 990 (2012)
75
BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 05/09/13
5
CITIZENAUDIT.ORG PAGE #0003
Form 990 (2012) Donors Trust, Inc .
r of Program Service Accomplishments
Check if Schedule 0 contains a response to any question in this Part
Briefly describe the organization's |'T1lSSlOl'l
SUPPORT CHARITIES SPONSOR PROGRAMS
522166327
1
299.-E292
2 Did the organization undertake any significant program services during the year which were not listed on the prior
Form 990 or
If 'Yes,' describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If 'Yes,' describe these changes on Schedule 0.
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 50l(c)( and 501(c)(4) organizations and section 4947(a)(l) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, if any, for each program service reported.
4a (Code (Expenses 39, 314, 044 . including grants of 33, 804, 802 (Revenue
DAF PROGRAM - A DONOR ADVISED FUND (DAF) PROGRAM ALLOWING DAF CONTRIBUTORS TO
33113. 1311117
EQ .3991}-la
AND WHICH ENCOURAGE
4b (Code. (Expenses 997, 191 . including grants of 133, 215 (Revenue .
E113. 91.! .
THE PROJECT ON FAIR REPRESENTATION WORKS T0 EFFECT CHANGE
1-120.05! EPLE
FOUR AREAS WHERE RACIAL DISCRIMINATION Is THE MOST ENTRENCHED:
4c (Code' (Expenses 591 494 including grants of 263, 114 (Revenue
CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP) .
4d Other program services (Describe In Schedule 0.)
(Expenses 1 698, 548 . including grants of
4e Total program service expenses 42 601 277
BAA TEEA0102 08/O8/l2
10,000.)
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0004
Fofm 990 (2012) Donors Trust, Inc . 52-2166327 Page 3
v I Part IV [Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If Yes, complete
Schedule A 1 X
2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 X
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If Yes, complete Schedule C, Part I 3 X
4 Section 501(c)(3) organizations Did the organization engage in lobbying activities, or have a section 501 election
in effect during the tax year? lf Yes, complete Schedule C, Part II 4 X
5 Is the organization a section 501 501(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 Ill 5 X
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right
:3 provide advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas or historic structures? If Yes, complete Schedule D, Part ll 7 X
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If Yes,
complete Schedule D, Part Ill 8 X
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian
for amounts not listed in Part or provide credit counseling, debt management credit repair, or debt negotiation
services? If Yes, complete Schedule D, Part IV 9 X
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,
permanent endowments, or quasi-endowments? If Yes, complete Schedule D, Part V 10 X
11 If the organization's answer to any of the following questions IS Yes, then complete Schedule D, Parts VI, VII, 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 X
b Did the organization report an amount for investments other securities in Part X, line 12 that IS 5% or more of its total
assets reported in Part X, line 16? If Yes, complete Schedule D, Part VII 11 b X
c Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If Yes, complete Schedule D, Part 11 c X
d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported
in Part X, line 16? If Yes, complete Schedule D, Part IX 11 d X
e Did the organization report an amount for other liabilities in Part X, line 25? If Yes, complete Schedule D, Part X 11 e X
1 Did the organization's separate or consolidated financial statements for the tax ear include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? f Yes, complete Schedule D, Part X 11 t X
12a Did the organization obtain separate, independent audited financial statements for the tax year? If Yes, complete
Schedule D, Parts XI, and 12a X
bWas the organization included in consolidated, independent audited financial statements for the tax year? If Yes, and
if the organization answered No to line 12a, then completing Schedule D, Parts XI and is optional 12b X
13 Is the organization a school described in section If Yes, complete Schedule E 13 X
14a Did the organization maintain an office, employees, or agents outside of the United States? 14a X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business, investment, and program service activities outside the United States, or aggregate foreign investments valued
at $100,000 or more? If Yes, complete Schedule F, Parts I and IV 14b X
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If Yes, complete Schedule F, Parts II and IV 15 X
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to
individuals located outside the United States? If Yes, complete Schedule F, Parts Ill and IV 16 X
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? If Yes, complete Schedule G, Part I (see instructions) 17 X
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part
lines 1c and 8a? If Yes, complete Schedule G, Part II . 18 X
19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If Yes,
complete Schedule G, Part . . . . 19 X
20 aDid the organization operate one or more hospital facilities? If Yes, complete Schedule line 20a, did the organization attach a copy of its audited financial statements to this return? 20b
BAA TEEAO103 12/13/12
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0005
Form 990 (2012) Donors Trust, Inc . 522166327 Page 4
Iart IV Ichecklist of Required Schedules (continued)
Yes No
21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part IX, column (A), line 1? If Yes, complete Schedule I, Parts I and II 21 X
22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part
IX, column (A), line 2? If Yes, complete Schedule I, Parts I and 22 X
23 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 23 X
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last da of the year, and that was issued after December 31, 2002? If Yes, answer lines 24b through 24d and
complete chedule K. If No, go to line 25 . 243 X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 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
cl Did the organization act as an on behalf of issuer for bonds outstanding at any time during the year? 24d
25a Section 501(cX3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If Yes, complete Schedule L, Part I 25a X
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or If Yes, complete
Schedule L, Part I 25b X
26 Was a loan to or by a current or former officer, director, trustee, key emplo ee, highest compensated employee, or
disqualified person outstanding as of the end of the organization's tax year. If Yes, complete Schedule L, Part ll 26 X
27 Did the organization provide a rant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereo 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 27 X
28 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):
a A current or former officer, director, trustee, or key employee? If Yes, complete Schedule L, Part IV 28a X
b A family member of a current or former officer, director, trustee, or key employee? If Yes, complete
Schedule L, Part IV 28b X
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 28c X
29 Did the organization receive more than $25,000 in non-cash contributions? If Yes, complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If Yes, complete Schedule M 30 X
31 Did the organization liquidate, terminate, or dissolve and cease operations? If Yes, complete Schedule N, Part I 31 X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If Yes, complete
Schedule N, Part anization own 100% of an entity disregarded as separate from the organization under Regulations sections
301.7701- and 301 7701-3? If Yes, complete Schedule R, Partl 33 X
34 Was the organization related to any tax-exempt or taxable entity? If Yes, complete Schedule R, Parts ll, IV,
and V, line I 34 X
35a Did the organization have a controlled entity within the meaning of section 512(b)(13line 35a, did the organization receive any payment from or engage in any transaction with a controlled
entity within the meaning of section If Yes, complete Schedule R, Part V, line 2 35b X
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If Yes, complete Schedule R, Part line 2 36 X
37 Did the organization conduct more than 5% of its activities through an entity that IS not a related organization and that is
treated as a partnership for federal income tax purposes? If Yes, complete Schedule R, Part anization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 197
Note. All orm 990 filers are required to complete Schedule 0 38 X
BAA
TEEA0104 08/08/12
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0006
990 (2012) Donors Trust, Inc. 52-2166327 Page 5
[ai:LV:l Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response to any question in this Part V H
Yes No
1 a Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1 a 55
b Enter the number of Forms W-2G included in line 1a Enter -0- if not applicable 1 b 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? 1 c X
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State
ments, filed for the calendar year ending with or within the year covered by this return 2a 6
b If at least one IS reported on line 2a, did the organization file all required federal employment tax returns? 2b X
Note. If the sum of lines la and 2a is greater than 250, you may be required to e-file. (see instructions) 1
3a Did the organization have unrelated business gross income of $1,000 or more during the yearfiled a Form 990-T for this year? If No,' provide an explanation in Schedule 0 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a X
b lf Yes, enter the name of the foreign country:
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b X
c lf Yes, to line 5a or 5b, did the organization file Form 5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible as charitable contributions? 6a X
b If Yes, did the organization include with every solicitation an express statement that such contributions or gifts were
not tax deductible 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a7payment in excess of $75 made partly as a contribution and partly for goods and
services provided to the payor 7a X
b If Yes, did the organization notify the donor of the value of the goods or services provided? 7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file
Form 8282? 7c X
cl If Yes, indicate the number of Forms 8282 filed during the year I 7d] 4]
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f X
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899
as required? 7 g X
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
Form 7 h X
8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the J
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business
holdings at any time during the year? 8 X
9 Sponsoring organizations maintaining donor advised funds. J
a Did the organization make any taxable distributions under section 4966? 9a X
b Did the organization make a distribution to a donor, donor advisor, or related person? 9 b X
10 Section 501(c)(7) organizations. Enter"
a Initiation fees and capital contributions included on Part line 12 10a
bGross receipts, included on Form 990, Part line 12, for public use of club facilities 10b
11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders 11 a
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.) 11 b
12a Section 4947(a)(1) non - exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a
b If Yes, enter the amount of tax-exempt interest received or accrued during the year 12b|
13 Section 501 qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? 13a
Note. See the instructions for additional information the organization must report on Schedule 0.
b Enter the amount of reserves the organization IS required to maintain by the states in
which the organization is licensed to issue qualified health plans 13b
c Enter the amount of reserves on hand 13c
1113 Did the organization receive any payments for indoor tanning services during the tax year? 14a X
b If Yes, has it filed a Form 720 to report these payments? If 'No,provide an explanation in Schedule 0 14b
BAA TEEA0105 08108112
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0007
Form 990 (2012) Donors Trust, Inc. 52-2166327 Page 5
N IPart VI IGovernance, Management and Disclosure For each 'Yes' response to lines 2 through 7b below, and for
a No response to_ line 8a, 8b, or 70b below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Check if Schedule 0 contains a response to any question in this Part VI El
Section A. Governing Body and Management
1 a Enter the number of voting members of the governing body at the end of the tax year 1 a
If there are material differences in voting rights among members
of the governing body, or if the governing body delegated broad
authority to an executive committee or similar committee, explain in Schedule 0.
b Enter the number of voting members included in line la, above, who are independent 1 b
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee or key employee?
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person? . 3 X
4 Did the organization make any significant changes to its governing documents
since the prior Form 990 was filed? 4 X
5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 X
6 Did the organization have members or stockholders? . 6 X
7a 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? 7a X
b Are any governance decisions of the organization reserved to (or subiect to approval by) members,
stockholders, or other persons other than the governing body? 7 b X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year the following A
a The governing body? 8a X
b Each committee with authority to act on behalf of the governing body? 8 b X
9 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If Yes, provide the names and addresses in Schedule 0 9 X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
10a Did the organization have local chapters, branches, or affiliates? 10a X
b If Yes, did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their
operations are consistent with the organization's exempt purposes7 10 b
11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11 a X
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 17 J
12a Did the organization have a written conflict of interest policy? If go to line 73 12a X
bwere officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts? 12b X
E c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in
j Schedule 0 how this is done 12c X
13 Did the organization have a written whistleblower policy? . 13 X
i 14 Did the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision? fiu;
a The organization's CEO, Executive Director, or top management official 15a X
b Other officers of key employees of the organization 15b X
lf Yes to line 15a or 15b, describe the process in Schedule 0. (See instructions.) 3*;i
wk A 4
16a Did the organization invest in, contribute assets to, or participate in a ioint venture or similar arrangement with a A
taxable entity during the year? 16a X
b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its W Jr W i
participation in l0ll'li venture arrangements under applicable federal tax law, and taken steps to safeguard the t
organization's exempt status with respect to such arrangements? 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 if applicable), 990, and 990-T (501 only) available for public
inspection. Indicate how you make these available. Check all that apply.
D Own website D Another's website Upon request D Other (EXD/all! In 0)
19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial statements available to
the public during the tax year
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization-
Donors Trust 109 N Henry St, Alexandria, VA 22314-2903 (703) 535-3563
BAA Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0008
F'm990 (2012) Donors Trust, Inc. 522166327 P8987
Mu Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule 0 contains a response to any question in this Part VII . D
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 3 Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization's tax year.
0 List all of the or anization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter - - in columns (D), (E), and (F) if no compensation was paid.
0 List all of the organization's current key employees, if any. See instructions for definition of key employee.
0 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.
0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations
0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated
employees; and former such persons
Check this box if neither the organization nor any related organrzatron compensated any current officer, director, or trustee.
(C)
<3 R (E3, E 59,,
n II 8
and 3 Either
for related 9- 1; 3- 3. organization
organizaand related
lions C o -.3 organizations
below 3 3 3 8
ass(1), 91111; oe_v_ L l_ .45
President CEO X X X 207,500. 0. 20,750.
_Dsr;n_i 9
Chairman ~Ia_ms _P_isr_e_s9r; 9
Vice Chairman X 0. O. 0.
(5). \1i_l_1iem_ J _Hyme 9
Director (E). Qe_fj1_=eJr_ 9 _Zys_i_k _4
CFO, Sec-Treas. X X 175,000. 0. 17,500.
J9
(Z) .
(E) .
(.9)
.01) J .
92)
19
BAA 12/17/12 Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0009
Form 990 (2012) Donors Trust, Inc.
52-2166327
Page 8
lPart VII Section A. Officers, Directors, TrusteLKey Employees, and Highest Compensated Employees (cont)
(3) (C)
P t
(A) Agerage tgdo thgnuone (D)
OUIS OX, un ESS EYSOH IS 0 an
Name and we wFe:k ad 2 amgtiigiltmciaftfagher
hU'5 9- 3' 9' organization
and related
'r9g':r:9zorganizations
Qdotted gr
line) 3 5.
G.
$15)
.99 -
.02)
.05)
(1 9)
22) 4
$21)
23)
$23?
$22)
25)
tbsub-total 332,500. 0. 38,250.
c Total from continuation sheets to Part VII, Section A
dTota|(add|ines1band1c) 332,500, o_ 33,250,
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation
from the organization 2
Yes No
3 Did the organization list any fonner officer, director or trustee, key employee, or highest compensated employee I
on line Ia? If Yes, complete Schedule J for such Individual 3 X
4 For any individual listed on line la, is the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000 If Yes complete Schedule J for
such individual 4 X
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual J
for services rendered to the organization? If Yes, complete Schedule J for sucflgerson 5 X
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organizations tax year
(A) (B) (C)
Name and business address Description of services Compensation
Richard Vedder Ridgeview Circle Athens Research, writing, speak:Ing,and a 1 .
Wiley Rein LLP 1776 K St NW Washington DC 20006 Legal services 700,000.
Ted Frank 901 NMonroe St #1007 Arlington VA 22201 Legal services 173, 250 .
Claire Tradewind Dr Pleasant Administrative and recruiting ser .
Real Clear Holdings 6160 N Cicero Ave #410 Chicago IL 60646 Advertising 160, 010 .
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 in compensation from the organization 5
BAA
01124113
Form 990 (2012)
I
CITIZENAUDIT.ORG PAGE #0010
Form 990 (2012) Donors Trust, Inc . 522166327 Page 9
Statement of Revenue
Check if Schedule 0 contains a response to any question in this Part D
(A) (3) (C) (D)
Total revenue Related or Unrelated Revenue
exempt business excluded from tax
function revenue under sections
revenue 512, 513, or 514
1 a Federated campaigns 1 a
b Membership dues 1 b
c Fundraising events 1 c
d Related organizations 1 d
e Government grants (contributions) 1 e
f All other contributions, gifts, grants, and
similar amounts not included above Noncash contributions included in Ins la-If 5' 470 I 535
h Total. Add lines la-If
D
45. 908. 735.
CONTRIBUTIONS, sins. GRANT
PROGRAM SERV-E REVENUE AND OTHER SIMILAR AMOUNTSF
23 _s_e guises
'3 _f_ee
d n;d_i: _a_d:l
Business Code
561000
710L959.
710. 959.
541100
10.000.
10. 000.
541900
33.000.
33. 000.
523999
13.925.
13.925.
f All other program service revenue
g Total. Add lines 2a-2f
767. 884.
J
OTHER REVENUE
3 Investment income (including dividends, interest and
other similar amounts)
4 Income from investment of tax-exempt bond proceeds
5 Royalties
V
203.303.
203. 303.
Real
6a Gross rents
b Less rental expenses
c Rental income or (loss)
d Net rental income or (loss)
7a Gross amount from sales of 0) secwmes
assets other than inventory Less cost or other basis
and sales expenses 11, 163, 377
c Gain or (loss) 579.2g5_
d Net gain or (loss)
679.285.
679.285.
8a Gross income from fundraising events
(not including
of contributions reported on line lc).
See Part IV, line 18 a
b Less direct expenses b
c Net income or (loss) from fundraising events
9a Gross income from gaming activities
See Part IV, line 19 a
b Less: direct expenses b
c Net income or (loss) from gaming activities
10a Gross sales of inventory, less returns
and allowances a
b Less: cost of goods sold b
c Net income or (loss) from sales of inventory
Miscellaneous Revenue
Business Code
d All other revenue
e Total. Add lines lla-l Id
12 Total revenue. See instructions
I
47.559.207.
1.650.472.
BAA
12/17/12
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0011
Form 990 (2012) Donors Trust, Inc . 522166327 Page 10
I_Eart IX I Statement of Functional Expenses
Section 501(c)(3) and 507(c)(4) organizations must complete all columns All other organizations must complete column (A).
Check if Schedule 0 contains a response to any question in this Part IX
Do not include amounts re orted on lines Par? WM r Total expenses Program service Management and Fundraising
expenses general expenses expenses
1 Grants and other assistance to governments
and organizations in the United States See
Part 1V. H9 21 40,276,542. 40.276.542.
2 Grants and other assistance to individuals in
the United States. See Part IV, line 22
3 Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part IV, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees 420,750. 279,538. 40,287. 1004 925.
5 Compensation not included above. to
disqualifiedgoersons (as defined under
section 495 and persons described
in section 4958(c)(3)(Othersalariesand wages 230,100. 162,870. 27,230. 40,000.
3 Pension plan accruals and contributions
(include section 401 and section 403(b)
employer contributions)
9 Other employee benefits 724 . Payroll taxes 37,454. 27,154. 3,745. 6,555.
11 Fees for services (non-employees).
a Management
bLe9a' . 735,059. 733,482. 1,004. 573.
19,113. 13,857. 1,911. @345.
dLobbying
e Professional fundraising services. See Part IV, line 17
1 Investment management fees 41350, 453. 332, 911. 863. 16. 679.
12 Advertising and promotion 200. 924 . 1. 034. o . 199, 890.
13 Olce 16,416. 13,239. 1,155. 2,022.
14 Information technology 14_327_ 1o,647_ 133_ A342,
15 Royalties
15 69,303. 53.710. 5.670. 9,923.
17 13Ve1 111,601. 89,586. 0. 22.015.
18 Payments of travel or entertainment
expenses for any federal, state, or local
public officials
19 Conferences, conventions. and meetings
20 Interest
21 Payments to affiliates
22 Depreciation, depletion, and amortization insurance 3,857. 2,796. 386. 675.
24 Other expenses. ltemize expenses not
covered above (List miscellaneous expenses
in line 24e. If line 24a amount exceeds 10%
of line 25, column (A) amount, list line 24e
expenses on Schedule 0.)
27,671. 20,058. 7,613. 0.
b Egs_tge_ _d_e_l;1Le_ry 8, 611. 7, oao. 557. 974.
CIgl__ep1;o_n 6,080. 4,766. 478. 836.
5,226. 3,835. 506. 885.
eA|| other expenses - 24,328. 21,000. 11516. 1,812.
25 Totalfunctional expenses. Add 43,106,986. 42, 601,277. 94L986. 410,723.
26 Joint costs. Complete this line only if
the organization reported in column (B)
ioint costs from a combined educational
campaign and fundraising solicitation.
Check here E if following
SOP 98-2 (ASC 958-720)
BAA 12/18/12 1'-0 990 (2012)
CITIZENAUDIT.ORG PAGE #0012
Form 990 (2012)
Donors Trust, Inc.
[Part X [Balance Sheet
Check if Schedule 0 contains a response to any question in this Part X
52-2166327
Page 11
TI
(A) (3)
Beginning of year End of year
1 Cash non-interest-bearing 1
2 Savings and temporary cash investments Pledges and grants receivable, net 3
4 Accounts receivable, net 79, 329 4 110, 755 .
5 Loans and other receivables from current and former officers, directors,
gusles, le enployees, and highest compensated employees. Complete
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(l)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501(c)(9) voluntary employees
beneficiary organizations (see instructions). Complete Part II of Schedule L 5
A
5 7 Notes and loans receivable, net 7
s
E 8 Inventories for sale or use 8
E 9 Prepaid expenses and deferred charges 9
10a Land, buildings, and equipment cost or other basis
Complete Part VI of Schedule Less: accumulated depreciation 10b 48Investments publicly traded securities 5, 426, 00') 11 4, 554, 030
12 Investments other securities. See Part IV, line 11 350 000 12 0
13 Investments program-related. See Part IV, line ll 13
14 Intangible assets 14
15 Other assets. See Part IV, line 11 16,199_ 15 3,395_
16 Total assets. Add lines 1 through 15 (must equal line 34) 26, 128, 041 16 30, 679, 673
17 Accounts payable and accrued expenses 89 522 17 64 692
18 Grants payable 2o,35o_ 18 35o_
19 Deferred revenue 19
L 20 Tax-exempt bond liabilities 20
L 21 Escrow or custodial account liability. Complete Part IV of Schedule D 21
.3 2 Loans and other payables to current and former officers, directors, trustees,
e$tS,h| tesht cdompensated employees, and disqualified personsSecured mortgages and notes payable to unrelated third parties 23
5 24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities (including federal income tax, payables to related third parties,
and other liabilities not included on lines 17-24). Complete Part X of Schedule D 25
26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here and complete
T lines 27 through 29, and lines 33 and 34.
Q 27 Unrestricted net assets 26, 017,669, 27 30,614,131,
E 28 Temporarily restricted net assets 28
S 29 Permanently restricted net assets 29
3 Organizations that do not follow SFAS 117 (ASC 958), check here B
Up and complete lines 30 through 34.
'3 30 Capital stock or trust principal, or current funds 30
3 31 Paid-in or capital surplus, or land, building, or equipment fund 31
A
[5 32 Retained earnings. endowment, accumulated income, or other funds 32
E 33 Total net assets or fund balances 26,017, 669, 33 30,614,131,
5 34 Total liabilities and net assets/fund balances 25, 128, 041 34 30, 67 9, 673
BAA
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0013
Form 990 (2012) Donors Trust, Inc. 52-2166327 Page 12
|Part Xl [Reconciliation of Net Assets
Check if Schedule 0 contains a response to any question in this Part Xi H
1 Total revenue (must equal Part column (A), line 12) 1 47, 559, 207
2 Total expenses (must equal Part IX, column (A), line 25) 2 43, 10L 936_
3 Revenue less expenses. Subtract line 2 from line 1 3 4 45; 221
4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column 4 25, 017 559
5 Net unrealized gains (losses) on investments 5 144, 241
6 Donated services and use of facilities 6
7 investment expenses 7
8 Prior period adjustments 8
9 Other changes in net assets or fund balances (explain in Schedule 0) 9
10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
10 30,614,131.
Part Financial Statements and Reporting
Check if Schedule 0 contains a response to any question in this Part
H
1 Accounting method used to prepare the Form 990 |:|Cash
EAccrual Dother
If the organization changed its method of accounting from a prior year or checked Other, explain
in Schedule 0.
2a 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
Separate basis Bconsolidated basis DBoth consolidated and separate basis
bwere the organization's linancial statements audited by an independent accountant?
|f 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate
basis, consolidated basis, or both:
Separate basis Elconsolidated basis |:|Both consolidated and separate basis
c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
if the organizationichanged either its oversight process or selection process during the tax year, explain
in Schedule 0.
33 As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular
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 in Schedule 0 and describe any steps taken to undgo such audits
Yes BAA
08/O9l|l
Form 990 (2012)
CITIZENAUDIT.ORG PAGE #0014
SCHEDULE A
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Fonn 990-EZ. See separate instructions.
oM'No 1545-0047
2012
Open to Public
Inspection
Name of the organization
Donors Trust, Inc.
Employer identication number
52-2166327
Ilrtl [Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through it, check only one box)
1 A church, convention of churches or association of churches described in section
2 A school described in section (Attach Schedule E
3 A hospital or a cooperative hospital service organization described in section
4
name, city, and state
A medical research organization operated in C0ll]Ul'lCll0l'l with a hospital described in section Enter the hospital's
5 An or anization operated for the benefit of a college or university owned or operated by a governmental unit described in section
170(b (Complete Part II.)
6 A federal, state. or local government or governmental unit described in section
7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section (Complete Part ll.)
8 A community trust described in section (Complete Part II.)
9 An organization that normally receives (1) more than 33-ll3% of its support from contributions, membership fees, and gross receipts from activities
related to its exempt functions subject to certain exceptions, and (2) no more than 33-1 of its sup ort from ross investment income and
unrelated business taxable income (less section 51 1 tax) rom businesses acquired by the organization a er June 3 1975 See section 509(a)(2).
(Complete Part
10 An organization organized and operated exclusively to test for public safety See section 5D9(a)(4).
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 described in section 509(a)(l) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of
supporting organization and complete lines lie through llh.
a l:|Type l
other than
section 509(a)(2).
b []Typei
c DType Ill Functionally integrated
e D By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified ersons
o
d El Type Ill Non-functionally integrated
undation managers and other than one or more publicly supported organizations described in section 5 or
I If the organization received a written determination from the IRS that is a Type I, Type II or Type supporting organization,
check this box
9 Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described in (ii) and
below, the governing body of the supported organization?
(ii) A family member of a person described in above7
A 35% controlled entity of a person described in or (ii) above?
h Provide the following information about the supported organization(s).
Yes No
1196i)
119am
(I) Name of supported 60 EIN Type of or anlzatlon Gv) Is the Did you notify (vi) Is the (vii) Amount of monetary
'93'23l' (described on ines l-9 0f93n|Zl|" l" he organization in organization in support
above or IRC section C0-Imn (I) Sled In column of your column
(see instructions YOU 9Ve"'""9 support organized in the
document7 (A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions for Fomi 990 or 990-EZ.
TEEA04-01
08/09/12
Schedule A (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0015
Schedule A (Form 990 or 2012 Donors Trust, Inc 522156327 Page 2
ipart Eiupport Schedule for Organizations Described in Sections 170(b)(1)(AXiv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part If the
organization fails to qualify under the tests listed below, please complete Part
Section A. Public Support
scal Year 2008 2009 2010 201 1 2012 (0 Total
1 Gifts, grants, contributions, and
membership_ fees received. (Do not
"Elude any Unusual Giants) 10, 634, 041 . 16, 778, 729 . 28, 998, 795 . 39, 267, 594 . 45, 908, 735 . 141, 587, 894 .
2 Tax revenues levied for the
organization's benefit and
either paid to or expended
on its behalf
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge
4 10,634,041. 16,778,729. 28,998,795. 39,267,594. 45,908,735. 141,587,894.
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line11,column 21,897,073,
6 Public support. Subtract line 5
from |ine4 119,690,821.
Section B. Total Support
Calendar year (or fiscal year
beginning in)
7 Am0U|'1t5 Om "64 10,634,041. 16,778,729. 28,998,795. 39,267,594. 45,908,735. 141,587,894.
8 Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
284,903. 70,330. 80,800. 206,988. 203,303. 8464324.
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
i .)
2008 2009 (C) 2010 201 l 2012 (0 Total
Part V
11 Total support. Add lines 7
through 10 142,434,218.
12 Gross receipts from related activities, etc (see instructions) r12
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)
organization, check this box and stop here
Section C. Computation of Public Percentag
14 Public support percentage for 2012 (line 6. column divided by line 11, column (Public support percentage from 2011 Schedule A, Part 11, line 16a 33-113% support test 2012. If the organization did not check the box on line 13, and the line 14 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization . E
b support test - 2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .
17a 10%-facts-and-circumstances test 2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part IV how
the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . P
b 10%-facts-and-circumstances test 2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the 'facts-and-circumstances test, check this box and stop here. Explain in Part IV how the
organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization . H
D
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
BAA Schedule A (Form 990 or 990-EZ) 2012
TEEA0402 08/09/12
CITIZENAUDIT.ORG PAGE #0016
Schedule A (Form 990 or 990-EZ) 2012 Donors Trust, Inc. 52-2166327 Page 3
Ipart I lSupport Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II If the organization fails
to qualify under the tests listed below, please complete Part 11.)
Section A. Public Support
Calendar year (or fiscal yr beginning in) 2008 2009 (C) 2010 201 1 2012 Total
Y 1 Gifts, grants, contributions
and membership fees
received (Do not include
1 any unusual grants
2 Gross receipts from admis~
sions, merchandise sold or
services performed, or facilities
furnished in any activity that is
related to the organization's
tax-exempt purpose
1 3 Gross receipts from activities
1 that are not an unrelated trade
1 or business under section 513
N 4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
1 its behalf
N 5 The value of services or
facilities furnished by a
1 governmental unit to the
organization without charge
6 Total. Add lines 1 through 5
7a Amounts included on lines 1,
l 2, and 3 received from
disqualified persons
b Amounts included on lines 2
l and 3 received from other than
disqualified persons that
l exceed the greater of $5,000 or
1 1% of the amount on line 13
for the year
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6)
Section B. Total Support
Calendar year (or fiscal yr beginning in) (3) 2008 2009 (C) 2010 201 l (B) 2012 (0 T0181
9 Amounts from line 6
10a Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
similar sources
b Unrelated business taxable
income (less section 51 1
taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV)
13
14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here D
Section C. Computation of Public Support Percentage
15 Public support percentage for 2012 (line 8, column divided by line 13, column (0) . 15
16 Public support percentage from 2011 Schedule A, Part line 15 16
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2012 (line 10c, column divided by line 13, column (0) 17
18 Investment income percentage from 2011 Schedule A, Part line 17 . 18
19a support tests 2012. lf the organization did not check the box on line 14, and line 15 is more than 33-113%, and line 17
IS not more than check this box and stop here. The organization qualifies as a publicly supported organization
b support tests 2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than and
line 18 is not more than check this box and stop here. The organization qualifies as a publicly supported organization
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
BAA raaxoaoa osioenz Schedule A (Form 990 or 990-52) 2012
D
D
V
l:lEll:J
CITIZENAUDIT.ORG PAGE #0017
chedule A (Form 990 or 990-EZ) 2012 Donors Trust, Inc . 52-2166327 Page 4
l Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
Part II, line 17a or 17b; and Part line 12. Also complete this part for any additional information.
(See instructions).
BAA Schedule A (Form 990 or 990EZ) 2012
TEEA0404 08ll0/12
CITIZENAUDIT.ORG PAGE #0018
SCHEDULE D
(Form 990)
Department ol the Treasury
Internal Revenue Service
Name of the organization
Trust,
OMB No 1545-0047
Supplemental Financial Statements 201 2
Complete if the or anization answered 'Yes,' to Form 990, --
Part IV, lines 6, 7, 8, 9, 0,11a,11b,11c,11d,11e,11f,12a, or 12b.
Attach to Form 990. See separate instructions.
.
Employer identification number
Inc. 52-2166327
lparti Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.
U1 bulk)-
Donor advised funds Funds and other accounts
Total number at end of year 1 44
Aggregate contributions to (during year) 45 587 272
Aggregate grants from (during year) 38 804 802 .
Aggregate value at end of year 27 47 6 244 .
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?
EYes
EYes
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor. or for any other purpose conferring
impermissible private benefit?
BNO
[gm ll __lConservation Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1
2
a Total number of conservation easements 2a
b Total acreage restricted by conservation easements 2b
c Number of conservation easements on a certified historic structure included in 2c
d Number of conservation easements included in acquired after 8/17/06, and not on a historic
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use recreation or education) Preservation of an historically important land area
Protection of natural habitat EPreservation of a certified historic structure
Preservation of open space
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
last day of the tax year.
.
Held at the End of the Tax Year
structure listed in the National Register 2d
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year
Number of states where property subject to conservation easement is located
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations,
and enforcement of the conservation easements it holds?
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
P
[:|Yes D No
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
D
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
and section |:|ves No
In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements
[part m [Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1
a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide,
in Part the text of the footnote to its financial statements that describes these items
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the
following amounts relating to these items:
Revenues included in Form 990, Part line 1 .
(ii) Assets included in Form 990, Part X
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items.
a Revenues included in Form 990, Part line 1 .. . . .
b Assets included in Form 990, Part X
BAA For Paperwork Reduction Act Notice, see the Instructions for Fonn 990.
TEEA3301 09/18/12 Schedule D (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0019
Schedule D (Form 990) 2012 Donors Trust, Inc. 52-2166327 Page 2
[part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection
items (check all that apply)
a Public exhibition d Loan or exchange programs
b Scholarly research e Other
c Preservation for future generations
4 description of the organization's collections and explain how they further the organization's exempt purpose in
art
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes l:INo
|pa.1 iv 1 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 intermediary for contributions or other assets not included
on Form 990, Part .
b If 'Yes,' explain the arrangement in Part and complete the following table
D Yes
Amount
l:|No
c Beginning balance 1 c
d Additions during the year
e Distributions during the year
f Ending balance
1d
1e
1f
2a Did the organization include an amount on Form 990, Part X. line 21?
b If 'Yes,' explain the arrangement in Part Check here if the explantion has been provided in Part
No
IPartV ll Endowment Funds. Complete if the or anization answered 'Yes' to Form 990, Part IV, line 10.
Current (13) Pm, year Two years Three years Four years
TEBGGIIWITQ ofyear balance 24,001,854. 16,684,776. 12,051,906. 8,939,680. 9,448,610.
bC0nlrIbUtI0nS 45,586,772. 39,141,594. 28,817,945. 16,592,079. 10,548,791.
c Net investment earnings, gains,
and losses 1,026,829. -154,463. 249,299. 324,215. -472,097.
dGFal5 40,276,542. 29,525,114. 22,172,327. 12,641,403. 9,366,969.
e Other expenditures for facilities
and programs 1,657,333. 1,712,039. 1,912,824. 976,327. 1,103,256.
lAdm|n|SlFa1|Ve expenses 522,470. 432,900. 349,223. 186,338. 115,399.
9End0H/earbalance 28,159,110. 24,001,854. 16,684,776. 12,051,906. 8,939,680.
2 Provide the estimated percentage of the current year end balance (line lg, column held as:
a Board designated or quasi-endowment 100 00
b Permanent endowment 0 00
c Temporarily restricted endowment 0 . 00
The percentages in lines 2a, 2b, and 2c should equal 100%
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by: Yes No
unrelated organizations 3a(i) x
(ii) related organizations 3a(ii) x
b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule 3b
4 Describe in Part the intended uses of the organization's endowment funds.
]Part VI ll Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property Cost or other basis Cost or other Accumulated (cl) Book value
(investment) basis (other) depreciation
1 a Land l
b Buildings
cLeaseho|d improvements 18, 695, 6,582. 12,113.
dEQU|Pmenl 29,973. 23,048. 6,925.
eOther . 27,676. 18,376. 9,300.
Total. Add lines la through le. (Column (cl) must equal Form 990, Part X, column (B), line 28 338 .
BAA Schedule D (Form 990) 2012
TEEA3302 06/07/12
CITIZENAUDIT.ORG PAGE #0020
Schedule D (Form 990) 2012 Donors Trust, Inc_
[Part Other Securities. See
52-2166327 Page 3
Form 990, Part X, line 12.
Description of security or category
(including name of security)
Book value Method of valuation' Cost or
end-of-year market value
(1) Financial derivatives
(2) Closelyheld equity interests
(3) Other
Total. (Column must equal Form 990, Part)(, column (B) line 12)
[Part Ilnvestments Proggm Related. See
Form 990. Part X, line 13.
Description of investment type
Book value Method of valuation: Cost or
end-of-year market value
(1)
(2)
(3)
(4)
(5)
(5)
(7)
(8)
(9)
(10)
Total. (Column must equal Form 990, PartX, column (B) line l3.)
Wart ix [other Assets. See Form 990, Part X. line is.
Description
(Total. (Column must equal Form 990, Part X, column (B), line 75.)
Book value
[Part X iother Liabilities. See Form 99g Part X, line 25.
Description of liability
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
Total. (column must equal Farm 990, PaitX, column (8) line 25)
Book value
2. FIN 48 (ASC 740) Footnote In Part provide the text of the footnote to
under F IN 48 (ASC 740). Check here if the text of the footnote has been provided in Part
BAA
the organization's linancial statements that reports the organization's liability for uncertain tax positions
TEEA3303 12/23/12 Schedule D (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0021
_:hedule D (Form 990) 2012 Donors Trust, Inc 52-2166327 Page 4
lReconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue. gains, and other support per audited financial statements . . . 1 47 693 448 .
2 Amounts included on line I but not on Form 990, Part line 12:
a Net unrealized gains on investments 2a 144, 241 4
b Donated services and use of facilities 2 b
c Recoveries of prior year grants 2 c
d Other (Describe in Part 2d
e Add lines 2a through 2d 2e 144 241 .
3 Subtractline 2e from line1 3 47,549,207.
4 Amounts included on Form 990, Part line 12, but not on line 1' .
a Investment expenses not included on Form 990. Part line 7b 4a 7,
bOther (Describe in Part 4b 10,000. -
cAdd|ines4aand 4b 4c 10,000.
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part 1, line I2.) 5 47 559, 207 .
IPirt XII [Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements 1 43, 096, 986 .
2 Amounts included on line I but not on Form 990, Part IX, line 25:
a Donated services and use of facilities 2a
b Prior year adiustments 2b L
c Other losses 2c 1
d Other (Describe in Part 2d
e Add lines 2a through 2d 2e
3 Subtract line 2e from Iine1 . 3 43, 096, 986 .
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part line 7b 4a
b Other (Describe in Part 4b 10 000
cAddIines4aand4b 4c 10,000,
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18) 5 43, 106, 986
[Part I Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part lines la and 4, Part IV, lines lb and 2b, Part V,
line 4: Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b. Also complete this part to provide any additional information
Pt XII Line 4b
E139
Pt XI Line 4b
E933 _f_e E Y. _t 2339 Z _a_5 _r t_a_x_B_rP 93_e .3119 .
Schedule D (Form 990) 2012
TEEA3304
CITIZENAUDIT.ORG PAGE #0022
Sgheduleb (Form 990) 2012 Donors Trust, Inc. 522166327 Page 5
[Pin [Supplemental Information (continued)
BAA Schedule D (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0023
OMB No 1545-0047
1 Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States 2
Complete if the organization answered 'Yes to Form 990, Part IV, line 21 or 22. open to pubiic
Depa t nt of the Trea A .
Internfarplgevenue Attach to Form 990' l|'|5PeCt|n
Employer identication number
Name of the organization
Donors Trust, Inc.
[Part I General Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? . EYes
2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Pal! II 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 ll can be duplicated if additional space is needed.
1 Name and address of organization EIN IRC section Amount of cash grant Amount of non-cash (I) Method of valuation Description of Purpose ol grant
or government if applicable assistance (book, non cash assistance or assistance
ot r)
.0). See go_n_tiI1u_a_c :Lo_n_ Eases
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 132
3 Enter total number of other organizations listed in the line 1 table 0
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. ii/3on2 Schedule I (Form 990) (2012)
CITIZENAUDIT.ORG PAGE #0024
Donors Trust+|nc 52-2166327
l, Grants to Organizations and lndviduals in the U.S
Part II. Grants to Organlzatlons and Governments In the U.S.
(al
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section it
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
264066298
$50,000 00
for general operations
Illinois Policy Institute
190 South Lesalle Street
Suite 1630
Chicago, IL 60603
41-2057028
$70,000 00
for general operations
Salvation Army
PO Box 14189
Cincinnati, OH 45250
22-2406433
501(c)(3)
$80,000 00
for the general fund
($40,000 00) and for the Kroc
Center 1540000 00)
Prolect Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$0 00
$974 19
Book
Equipment
for The Philinlhropic
Enterpnse project - net value
of equipment transferred
Project Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$10,000 00
for The Philinthropic
Enterprise project
Institute tor Justice
901 North Glaba Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$100 00
for general operations
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springeld, VA 22160-0002
59-1588825
501(c)(3)
$100 00
for general operations
Salvation Army-DC
2626 Avenue, NW
Washington, DC 20037
22-2406433
501(c)(3)
$100 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0025
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the US.
Part II. Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash Grant or
Assistance
Purpose of
Assistance
Smithsonian Institution
PO Box 37012, MRC 035
Washington, DC 20013
53-0206027
501(c)(3)
$100 00
for general operations
State Policy Network
1655 North Fort Myer Dnva
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$100 00
for general operations
Boy Scouts of America
9190 Rockville Pike
Bethesda, MD 20814
22-1576300
501(c)(3)
$300 00
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$500 00
for general operations
President and Fellows of Harvard College
79 John F Kennedy Street
Taubman 306
Cambridge, MA 02138
04-2103580
501(c)(3)
$5,000 00
for support of PEPG, directed
by Prof Paul Peterson
Mariiuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52497521 1
501(c)(3)
$10,000 00
NIA
for general operations
Judicial Education Proiect
3007 F Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$25,000 00
for general operations
Chapman University
One University Drive
Orange, CA 92866
95-1643992
501(c)(3)
$50,000 00
for the general operations of
CCJ Clinic
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0026
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndviduals in the U.S
Part II. Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
(D)
EIN
lc)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
PFOJEC1 Veritas
1214 West Boston Post Road
Number 145
Mamaronack, NY 10543
27-2894856
501(c)(3)
$50,000 00
NIA
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu. HI 96801
99-0354937
501(c)(3)
$1,000 00
NIA
NIA
for Liberty Coalition
Development
Texas Publlc Policy Foundatlon
900 Congress Avenue
Suite 400
Austin, TX 76701
74-2524057
501(c)(3)
$3,000 00
NIA
for general operations
Young America's Foundation
110 Elden Street
Herndon, VA 20170-4891
23-7042029
501(c)(3)
$3,000 00
NIA
NIA
NIA
for suppon of the NJ Reagan
Day Celebration
GMU Foundation (Economics Dept)
Enterprise Hall
Fairfax, VA 22030-4444
54-1603842
$10,000 00
NIA
for general operations
Dartmouth Review
PO Box 343
Hanover, NH 03755-0343
02-02221 1 1
5o1gc)(3)
$15,000 00
NIA
NIA
NIA
for operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartlord. CT 06108
52-1358144
501(c)(3)
$15,000 00
NIA
NIA
NIA
for general operations
Sutherland Institute
Gateway Tower West Building
15 West South Temple, Suite 200
Salt Lake City. UT 84101
87-0531727
501
$140,000 00
NIA
NIA
NIA
tor general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0027
Donors Trust, Inc 52-2166327 4
I. Grants to Organizations and Indviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Independence Institute
727 East 16th Avenue
Denver, CO 80203 84-0990300 501(c)(3) $150 00 for general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503 38-2926822 501(c)(3) $500 00 for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#13377
Honolulu, HI 96601 990354937 501(c)(3) $1,000 00 for Corboy v Louie
Reason Foundation
5737 Mesmer Avenue for the documentary proiect
Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $1,000 00 on Whittaker Chambers
Becket Fund for Religious Liberty
3000 K Street. NW
Suite 220
Washington. DC 2000? 524858532 501(c)(3) $25,000 00 for general operations
E Plunbus Unum Films to teach Iree market
2247 15th Avenue West economics to high schoolers
Seattle. WA 96166 91-2053400 501(c)(3) $25,000 00 and home schoolers
Marijuana Policy Project Foundation
PO Box 77492
Washington, DC 20013 52-1975211 501(c)(3) $30,000 00 for general operations
Judicial Education PFOJECI
3007 P Street, NW
Washington, DC 20007 20-2466871 501(c)(3) $50,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0028
Donors Trust, Inc 52-2166327 5
l, Grants to Organizations and lndviduals in the U S
Part II. Grants to Organlzatlons and Governments tn the U.S.
la) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Teneo Inc
1015 18th Street, NW
Suite 425
Washington, DC 20036 80-0305723 501(c)(3) $120,000 00 for general operations
Center for Competitive Politics
124 south West Street
Suite 201
Alexandria, VA 22314 203676886 501(c)(3) $125,000 00 for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Anington, VA 22203-1854 52-1744337 501(c)(3) $200,000 00 for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316 95-3296239 501(c)(3) $200,000 00 for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washington, DC 20036-5221 36-3235550 501(c)(3) $300,000 00 NIA NIA for general operations
Center for Individual Rights
1233 20th Street. NW
Suite 300
Washington, DC 20036-1609 52-1600481 501(c)(3) $1,000 00 for general operations
National Legal 8- Policy Center
107 Pant Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3) $2,000 00 for general operations
Commentary. Inc
561 7th Avenue
16th Floor
New York, NY 10016-1 81 6 13-361 0041 501 $5,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0029
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Competitive Enterprise Institute
1699 L Street. NW
Floor 12
Washington. DC 20038-3804
52-1351705
501(c)(3)
$5,000 00
for the matching grant
challenge
Ethics 8. Public Policy Center
1730 M Street. Nw
Suite 910
Washington. DC 20036
52-1 1621 B5
501(c)(3)
35.000 00
for general operations
Center for Individual Rights
1233 20th Street. NW
Suite 300
Washington. DC 20036-1609
52-1600461
501(c)(3)
$10,000 00
for general operations
Intercollegiate Studies Institute
3901 Centerville Road
Wilmington. DE 19807-1938
23-6050131
501(c)(3)
$10,000 00
Hail" Protect
for the What So Proudly We
Galen Institute
PO Box 320010
Alexandria, VA 22320-0010
544770524
501
520.000 00
for general operations
Consource. Inc (The Constitutional Sources
Project)
1700 K street. NW
(:10 5 Strawn
Washington, DC 20006
20-2932856
501(c)(3)
$25,000 00
for general operations
NFIB Small Business Legal Center
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1570449
501(c)(3)
$350,000 00
for general operations
Institute for Faith, Work. Economics
8400 Westpark Drive
Suite 100
McLean, VA 22102
45-2481867
501(c)(3)
$958,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0030
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(6)
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
The James Pannership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$50,000 00
for general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926322
501(c)(3)
$5,000 00
for general operations
Becket Fund for Religious Liberty
3000 K Street, NW
Suite 220
Washington. DC 20007
52-1 556532
501(c)(3)
$5,000 00
for general operations
American Friends of IEA
1201 L St. NW
Washington, DC 20005
5-#1899539
501(c)(3)
$10,000 00
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$20,000 00
for Outreachlbiscovery
Program (tok) for Network
for a Free Society (tOk)_
Judicial Education Project
3007 P Street, NW
Washington, DC 20007
204466871
501(c)(3)
$50,000 00
for general operations
Discovery Institute
1511 Third Avenue, Suite 808
Seattle, WA 98101
91-1521697
501(c)(3)
$250,000 00
for g_eneral operations
Pioiect Libeny. Inc
109 North Henry Street
Alexandria. VA 22314-2903
27-3542181
501(c)(3)
$100,000 00
for The Philinthropic
Enterprise project
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0031
Donors Trust, Inc 52-2166327 8
I, Grants to Organizations and lndviduals in the U 8
Part II. Grants to Organlzatlons and Governments In the U.S.
la) (C) (6) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Committee for a Constructive Tomorrow
PO Box 427 for the Environmental
Berryville. VA 22611 52-1462893 501(c)(3) $197,950 00 Educational Fund
Committee for a Constructive Tomorrow
PO Box 427 for the Environmental
Berryville, VA 22611 52-1462693 501(c)(3) oo Education Fund
Freedom Foundation
PO Box 552
Olympia, WA 98507 94-3136961 501(c)(3) $1,000 00 for general operations
Grassroot Institute of Hawaii
335 Merchant Street
153377 for Liberty Coalition
Honolulu, HI 96801 99-0354937 501(c)(3) $1,000 00 Development
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford. CT 06108 52-1358144 501(c)(3) 515.000 00 for general operations
Free To Choose Network. Inc
2002 Filmore Avenue
Suite 1
Erie. PA 16506 52-1455677 501(c)(3) $50,000 00 for Walter Williams TV Show
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington. DC 20001-1564 524526916 501(c)(3) $100,000 00 for general operations
State Policy Network
1655 North Fort Myer Drive for the suppon ol the Oregon
Suite 360 Capitol Watch (directed
Arlington. VA 22209-3108 57-0952531 501(c)(3) $200,000 00 by Jeff Kropf)
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0032
Donors TFUSLJC. 52-2166327
l, Grants to Organizations and lndviduals in the Us
Part II, Grants to Organlzatlons and Governments In the U.S.
(al
Name and Address of
Organization or
Government
lb)
lc)
IRC
Section if
Applicable
Amount of
Cash Grant
l9)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
19)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Conservative Agenda Project
1025 Thomas Jefferson Street. NW
Suite 110 G
Washimtgn, DC 20007
264029303
501
$50,000 00
NIA
for general ogrations
Committee for a Constructive Tomorrow
PO Box 427
Berryville, VA 22611
52-1462893
501(c)(3L
$100,000 00
for the Environmental
Education Fund
Center for Independent Employees
PO Box 2421
Siartanburg. SC 29304
2643005176
501(cj(L
$10,000 00
for geral ogrations
National Center for Public Policy Research. Inc
501 Capitol Court. NE
Suite 200
Washinwm, DC 20002
52-1 22661 4
501
335.000 00
NIA
for general QEIZIIODS
Franklin Center
1229 Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$50,000 00
NIA
for the 2012 Liberal Leaders
lnvestigative Research
Project
Texas Public Policy Foundation
900 Congress Avenue
Suite 400
Austrn, TX 78701
74-25240 57
501(c)(3)
$50,000 00
for general OEFQIIOHS
Judicial Education Project
3007 F Street. NW
Washington, DC 20007
20-2466871
575.000 00
for general operations
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$80,000 00
for the 2012 Liberal Leaders
Market Research Project
Schedule I (Form 990 or 990EZ) 2012
CITIZENAUDIT.ORG PAGE #0033
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S.
Pan II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
10
Purpose of
Grant or
Assistance
Think Freely Media. Inc
13000 Lindbergh Boulevard
Suite 103, Box 152
Fort Myers, FL 33913
27-1110796
501(c)(3)
$95,000 00
NIA
forierieral operations
Center for Individual Rights
1233 20th Street. NW
Suite 300
Washington. DC 20036-1609
52-1600481
501 (0)13)
$140,000 00
fogqgneial operations
Committee for a Constructive Tomorrow
PO Box 427
VA 22611
52-1462893
501(c)(3)
$399,960 00
tor the Environmental
Education Fund
Committee for e Tomorrow
PO Box 427
Eerryville, VA 22611
52-1462893
501(c)(3)
$495,000 00
for the Environmental
Education Fund
Public Notice Research and Education Fund
1220 North Fillmore Street
Suite 300
Arlington, VA 22201-6501
27-3197768
501(c)(3)
$150,000 00
for general operations
State Policy Network
1655 North Fan Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
5600 00
for general operations
National Center for Public Policy Research, Inc
501 Capitol Court, NE
Suite 200
Washington. DC 20002
52-1226614
501(c)(3)
$2,000 00
for general operations
Foundation for cultural Review
900 Broadway
Suite 602
New York, NY 10003
1 3-31 08424
501(c)(3)
$15,000 00
for Gala 30th Anniversary
Dinner for The New Cntenon
on April 26, 2012
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0034
Donors 52-2166327
I, Grants to Organizations and lndviduals in the U 8
Part II, Grants to Organlzatlons and Governments In the u.s.
la)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC
Section if
Applicable
(0)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Purpose of
Non-Cash Grant or
Assistance
Assistance
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Argton, VA 22201-3097
52-1 527294
501
$25,000 00
for the Illinois Chapter
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$25,000 00
NIA
for general operations
Ethics 8. Public Policy Center
1730 M Street. NW
Suite 910
Washington, DC 20036
524162185
501
$50,000 00
tor general operations
Smithsonian Institution
PO Box 37012, MRC 035
Washington, DC 20013
53-0206027
501X)
$64,935 00
of Dr Willie soon
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
264066298
501(gX)
$70,000 00
for litigation andlor legal
research pursuant to 2012
election coverage
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
$1,000 00
for the President's Club
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c1()
$5,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
for Proposal ID
performed under the direction
CITIZENAUDIT.ORG PAGE #0035
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U 3
Part II. Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington, VA 22201
94-1623852
501(c)(3)
$5,000 00
NIA
NIA
to purchase 125 copies of
Ladies for Liberty James
Madison for seminars
Fourth Presbyterian School
10701 South Glen Road
Potomac, MD 20854
52-2065223
501(c)(3)
$10,000 00
NIA
NIA
for the fundraising campaign
New York University
726 Broadway
2nd Floor
New York, NY 10003
13-5562308
501(c)(3)
$15,000 00
NIA
NIA
to support the work of
Professor Mano Rizzo
Fund for Amencen Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009
13-6223604
501(c)(3)
$16,600 00
NIA
NIA
NIA
for Nepalese student
scholarships funding for
Protessor Andrew P Momss
Becket Fund for Religious Liberty
3000 K Street, NW
Suite 220
Washington, DC 20007
52-1 858532
501(c)(3)
$75,000 00
NIA
NIA
for general operations
Discovery Institute
1511 Third Avenue. Suite 808
Seattle, WA 98101
91-1521697
501(c)(3)
$250,000 00
NIA
NIA
lorjeneral operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
$400,000 00
NIA
NIA
for general operations
Committee for a Tomorrow
PO Box 427
Berryville, VA 22611
52-1462893
501(c)(3)
$100,000 00
NIA
NIA
for the Environmental
Education Fund
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0036
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to organizations and Governments In the U.S.
(3) (cl
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
Ie)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
(ht
Purpose of
Grant or
Assistance
Christian Foundation for Children and Aging
PO Box 219114
Kansas City, MO 64121-9114 434243999
501 (c)(3L
$400 00
for sponsorship of Adriane
Mamanta Rivera
Grassroot Institute at Hawaii
335 Merchant Street
#3377
Honolulu. HI 96801 9903541937 501
51,000 00
NIA
for Liberty Coalition
Development
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188 501(c)(3L
$1 .250 00
for general operations
Project Liberty, Inc
109 North Henry Street
Aiexandna, VA 22314-2903 27-3542181
$12,500 00
for The Philinthropic
Enterpnse project
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108 52-1358144 501(c)(3)
$15,000 00
tor general operations
Judicial Education Project
3007 F Street, NW
Weshigqgon, DC 20007 20-2466871
$50,000 00
tor general operations
Legacy Foundation
do The Security National Bank
601 Pierce Street, Trust Department
Siouxgy, IA 51101-1205
2643853831 501(c)()
$900,000 00
tor general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822 501(c)(3)
$2,700 00
{or Acton University
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0037
Donors Trust, Inc 52-2166327 14
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
16) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3804 52-1351785 501(c)(3) $10,000 00 for general operations
New York Histoncal Society
170 Central Park west for the Chairman's Council
New York, NY 10024 1334624124 501(c)(3) 51 0,000 00 Donation
American Action Forum
1401 New York Avenue, NW
Suite 1200
Washington, DC 20005 27-0567765 501(c)(3) $20,000 00 for general operations
Fund tor American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009 1343223604 501(c)(3) $20,000 00 for general operations
Independent Women's Forum
1875 I Street, NW
Suite 500
Washington, DC 20006 54-1670627 501(c)(3) $30,000 00 for general operations
Michigan State University for the 2011-2012 academic
324-A South Kedne Hall year JMC-Ventas Post-
East Lansing, MI 48824 38-2015695 501(c)(3) $30,000 00 Doctoral Fellowships
Students for Llberty
PO Box 17321
Arlington. VA 22216-7321 94-3435899 501(c)(3) $35,000 00 for the Visibility Campaign
Boston College
200 McGuinn Hall, Boston College for Post-Doctoral Fellowship
140 Commonwealth Avenue 8. support of Program for
Chestnut Hill, MA 02467 04-2103545 501(c)(3) $50,000 00 Study of W Heritage
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0038
Donors Trust, Inc 52-2166327
l. Grants to Organizations and lndviduals in the U 3
Part II, Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
td)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Trustees of Princeton University
Bobst Hall
83 Prospect Avenue
Princeton, NJ 08540-5210
21-0634501
501(c)(3)
$50,000 00
NIA
NIA
NIA
for the James Madison
Program in American Ideals
and Institutions
Harvard University
Knafel Building - Haward University
1737 Cambridge Street
Cambridge, MA 02138
53-0199180
501(c)(3)
$300,000 00
NIA
NIA
NIA
for the Ayaan Hirsi-Ali
Fellowship
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$50,000 00
NIA
for general operations
committee for a Constructive Tomorrow
PO Box 427
Berryville, VA 22611
5244621393
501(c)(3)
$250,000 00
NIA
NIA
for general operations
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$500,000 00
NIA
NIA
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433
54-1436224
501(c)(3)
$1,000 00
NIA
NIA
for the 2012 Annual Fund (2 1
matching challenge)
American Enterprise lnstiti.ile
1150 Seventeenth Street, NW
Washington, DC 20036
5130216495
501(c)(3)
$5,000 00
NIA
NIA
for annual dinner
GMU Foundation
Department of Economics, Enterprise Hall
George Mason University
Fairfax, VA 22030
54-1603842
501(c)(3)
$5,000 00
NIA
40th Anniversary Gala
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0039
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II. Grants to Organlzatlons and Governments In the U.S.
(at (6)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other) -
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
13-2943020 501(c)(3)
55.000 00
for general operations
Project Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542131 501(c)(3)
$8,231 63
for The Philinthropic
Enterpnse project
Landmark Legal Foundation
1 9415 Deereld Avenue
Suite 312
Leesburg. VA 20176
51-0203802 501(c)(3)
$10,000 00
for the allegation of
misconduct by Wisconsin
Judges
Media Research Center
1900 Campus Commons Drive
Suite 600
Reston, VA 20191
54-1429009 501(c)(3)
$10,000 00
in response to the Tell the
Truth event (challenge grant)
Headspring Group, Inc
PO Box 19366
Kalamazoo. MI 49019
2741904515 501(c)(3)
$20,000 00
for general operations
Michigan State University
324-A South Kedne Hall
East Lansing, MI 48824
382015695 501(c)(3)
520.000 00
for the 2012-2013 academic
year JMC-Ventas Post-
Doctoral Fellowships
Catholic Association Foundation
3007 F Street, NW
Washington, DC 20007
20-2387967 501(c)(3)
$50,000 00
for general operations
Judicial Education Project
3007 F Street, NW
Washington, DC 20007
20-2466871 501(c)(3)
$50,000 00
for general operations
16
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0040
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U.S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
of Notre Dame
1 10 Grace Hall
Tocqueville Center, University of Notre Dame
Notre Dame. IN 46556
35-0868186
501(c)(3)
$50,000 00
tor Post-Doctoral Fellowship
support at The Tocqueville
Center
University of Texas - Austrn
1 University Station C4100
Austin, TX 78712
74-6000203
501(c)(3)
$50,000 00
for Post-Doctoral Fellowship
8- related support at Thomas
Jefferson Center
University of Virginia Foundation
Dept of Pol cs, of Virgrma
232 Cabel H l. PO Box 400767
Charlottasville, VA 22904-4787
54-1682176
501(c)(3)
550.000 00
for Post-Doctoral Fellowship
8. Program for
Constilutionalism
Democracy
Human Rights Foundation
350 Fifth Avenue
Suite 4515
New York. NY 10118
20-2669700
501(c)(3)
310.000 00
for the Civic Literacy Project
NFIB Small Business Legal Center
1201 F Street. NW
Suite 200
Washington. DC 20004
62-1570449
501(c)(3)
$150,000 00
for general operations
Judicial Watch
425 Third Street. SW
Suite 800
Washington, DC 20024
52-1865088
501(c)(3)
$5,000 00
for general operations
George W Bush Presidential Center
Po Box 600610
Dallas. TX 75360
20-4119317
501(c)(3)
510.000 00
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
132912529
501(c)(3)
$10,000 00
for the annual Hamilton
Dinner (May 21)
17
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0041
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U 8
Part ll, Grants to Organlzatlons and Governments In the U.S.
la)
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
lf)
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Commonwealth Foundation for Public Policy
Altemative
225 State Street
Suite 302
Harrisburg. PA 17101
232473845
501(c)(3)
$25,000 00
for general operations
Project Veritas
1214 west Boston Post Road
Number 145
Mamaroneck. NY 10543
27-2894856
501(c)(3)
$49,500 00
for general operations
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
2640293013
501(c)(3)
$34,000 00
for general operations
Grassrocit Institute ot Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$1,000 00
for Liberty Coalition
Development
Grassroot Institute ot Hawail
335 Merchant Street
#3377
Honolulu, HI 96801
9903541937
501(c)(3)
35.000 00
for general operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$15,000 00
for general operations
Jerusalem Institute for Market Studies
9728 south crescent View Drive
Boynton Beach. FL 33437
20-0105601
501(c)(3)
$55,000 00
for general operations
Witherspoon Institute
16 Stockton Street
Princeton, NJ 08540
55-0835528
501(c)(3)
$125,000 00
for Jennifer Bryson's work on
Islam and Civil Sociey
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0042
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
la) (bl (C) (til (8) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Freedom Works Foundation
400 North Capitol Street. NW
Suite 765 i
Washington, DC 20001-1564 52-1526916 501(c)(3) $200,000 00 for general operations
Hillsdale College
33 East College Street
Hillsdale, MI 49242 38-1374230 501(c)(3) $500 00 for general operations
Media Research Center
1900 Campus Commons D we A
Suite 600
Reston, VA 20191 54-1429009 5014c)(3) $500 00 for general operations 1
American Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036 53-0218495 501(c)(3) $5,000 00 for general operations 1
American Spectator Foundation
1611 North Kent Street
Suite 901
Arlington, VA 22209-2111 23-7002632 $5,000 00 for general OEHIIOHS
Foundation for Cultural Review
900 Broadway
Suite 602
New York. NY 10003 13-3108424 $5,000 00 NIA for general operations
Hudson Institute
1015 15th Street, NW
6th Floor for the suppon of Martin
Washington, DC 20005-2705 13-1945157 501(c)(3) $5,000 00 NIA Wooster
Keren Yehoshua v'Ylsroe| Foundation for the support of Binyamin L
125 Carey Street Jolkovsky, Editor-inchief of
Lakewood, NJ 08701 2249209160 501(c)(3) $10,000 00 JWR
Schedule I (Form 990 or 990-EZ) 2012 i
CITIZENAUDIT.ORG PAGE #0043
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to organizations and Governments In the us.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Ethics 8 Public Policy Center
1730 M Street, NW
Suite 910
Washington, DC 20036
52-1162185
501(c)(3)
$15,000 00
for support of Jim Bowman
($10k) and for support of the
lm series (S5k)
American Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036
53-02 18495
501(c)(3)
$25,000 00
NIA
for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$25,000 00
tor general operations
Marijuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$30,000 00
for general operations
American Majority
PO Box 87
Purcel ille, VA 20134
26-1501154
501(c)(3)
$50,000 00
for general operations
Foundation for Economic Education
30 South Broadway
Irvington-on-Hudson, NY 10533-2529
13-6006960
501(c)(3)
$50,000 00
for general operations
Independent Womens Forum
1B75l Street. NW
Suite 500
Washington, DC 20006
54-1670627
501(c)(3)
$100,000 00
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$150,000 00
for general operations
20
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0044
Donors Trust, Inc 52-21662-:27
I, Grants to Organizations and lndviduals in the U S
Part II, Grans to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(17)
EIN
(C)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
21
Purpose of
Grant or
Assistance
Free To Choose Network. Inc
2002 Filmore Avenue
Suite 1
Erie, PA 16506
52-1455677
501(c)(3)
$150,000 00
for general operations
Institute for Humane Studies
3351 Fairtax Drive
MSN 1C5
Arlington, VA 22201
94-1623652
501(c)(3)
$150,000 00
operations
International Foundation for Research in
Expenmental Economics
2122 East Camino El Ganado
Tucson.AZ 85718
B6-0879713
501(c)(3)
$5.000 00
torgeneral operations
National Center for Public Policy Research, Inc
501 Capitol Court. NE
Suite 200
Washington. DC 20002
52-1 2266 14
501(c)(3)
$5,000 00
for support of Jeff Stiers work
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94-276384 5
501(c)(3)
$6.000 00
for Econ Journal Watch
Imagine Science Films
593 10th Street
Suite 3L
Brooklyn, NY 11215-4401
80-0215101
501(c)(3)
37.000 00
NIA
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington. VA 22203-1854
52-1744337
501(c)(3)
$7,000 00
NIA
for general operations
Montana State University Foundation
PO Box 172750
Bozemen. MT 59717-2750
81-6001649
501(c)(3)
37.000 00
for support 01 Professor Dave
Sands bioprecipitation
research
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0045
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II. Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
22
Purpose of
Grant or
Assistance
Prometheus Institute
18400 Van Karman Avenue
Suite 610
twine, CA 92612
2041558542
501(c)(3)
$7,000 00
for general operations
National Council for Adoption
225 North Street
Alexandria, VA 22314-2561
75-1721671
501(c)(3)
$7,500 00
for general operations
Skeptics Soclety
2761 North Marengo Avenue
Pasadena. CA $1001
954550781
501(c)(3)
$8,000 00
for Skepticism in the
Classroom
East Harlem Churches 8. Community Urban
Center
325 East 101st Street
New York, NY 10029
13-2765924
501(c)(3)
$10,000 00
to support the Booker T
Washington Learning Center
Students for Liberty
PO Box 17321
Arlington, VA 22216-7321
94-3435899
501(c)(3)
$10,000 00
for general operations
Museum of Mathematics
134 West 26th Street
Suite 48
New York, NY 10001-6803
27-1450809
501(c)(3)
315.000 00
for general operations
Prolect Veritas
1214 West Boston Post Road
Number 145
Mamaroneck. NY 10543
27-2894856
501(c)(3)
$20,000 00
for general operations
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004
86-0597661
501(c)(3)
$25,000 00
for general operations
Schedule I (Fon'n 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0046
Donors Tmst, Inc 52-2166327 23
I. Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organlzatlons and Governments In the U.S.
(at (C) tel (9)
Name and Address of EIN IRC Amount of Amount of Method of of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Howard Center
934 North Main Street for WCFMadnd sponsorship
Rockford, IL 61103 54-1788267 501(c)(3) $25,000 00 funding
Families Agalnst Mandatory Minimums
Foundation
1100 H Street. NW
Suite 1000
Washington. DC 20005 52-1750246 501(c)(3) $30,000 00 for general operations
Metanaxus Institute
328 8th Avenue
Suite 145
New York, NY 19103-1000 23-2977021 501(c)(3) 345.000 00 for general operations
Judicial Education Project
3007 F Street. NW
Washington, Dc 20007 20-2466871 501(c)(3) $50,000 00 NIA for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316 95-3298239 501(c)(3) $100,000 00 for general operations
Sutherland
Gateway Tower West Building
15 West South Temple, Suite 200
Salt Lake City, UT 84101 87-0531727 501(c)(3) $100,000 00 for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washington. DC 20036-5221 363235550 501(c)(3) $280,000 00 for general operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Artington. VA 22201-3097 52-1527294 501(c)(3) $100,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0047
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive, 4th Floor
Artington, VA 22201-4433
54-1436224
501(c)(3)
$1,150,000 00
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive, 4th Floor
Arlington, VA 22201-4433
54-1436224
501(c)(3)
$6,000 00
for general operations
National Dance Institute
Center for Learning the Arts
217 West 147th Street
New York, NY 10039
13-2890779
501(c)(3)
$10,000 00
for general operations
Students for Life of America
9255 Center Street
Suite 300
Manassas, VA 20110
52-1 576352
501(c)(3)
$20,000 00
for general operations
Energy 8. Environment Legal Institute
2020 Avenue. NW
Suite 186
Washington, DC 20006-1811
26-4239065
501(c)(3)
$60,000 00
to support Chris Homer's
research
Wyoming Liberty Group
1902 Themes Avenue
Suite 201
Cheyenne, WY 82001-3549
26-28281 15
501(c)(3)
$150,000 00
for general operations
Johns Hopkins University
600 N Wolfe Street - Dept of Neurosurgery -
Meyer Bldg, Room 7-113
Baltimore, MD 21267
52-05951 10
501(c)(3)
$2,500 00
for The Wilmer Institute
(Susan B Bressler, M D)
Human Rights Foundation
350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501(c)(3)
$50,000 00
for the Civic Literacy Project
Schedule I (Form 990 or 990-EZ) 2012
24
CITIZENAUDIT.ORG PAGE #0048
Donors Trust. Inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Becket Fund for Religious Liberty
3000 K Street. NW
Suite 220
Washington, DC 20007
52-1858532
501(c)(3)
$75,000 00
NIA
NIA
NIA
for general operations
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503
38-2926822
501(c)(3)
$105.000 00
NIA
for the Civic Literacy Project
Institute tor Justice
901 North Gleba Road
Suite 900
Arlington. VA 22203-1654
52-1744337
501(c)(3)
- $100 00
NIA
NIA
NIA
for general operations
Foundation for Economic Education
30 South Broadway
lrvington-on-Hudson, NY 10533-2529
13-6006960
501(c)(3)
$250 00
NIA
NIA
NIA
for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564
52-1 526916
501
$1.000 00
NIA
for general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington. DC 20009
136223604
501(c)(3)
$1,000 00
NIA
NIA
NIA
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$1.000 00
NIA
NIA
NIA
for Liberty Coalition
Development
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington. VA 22201
9414623852
501(c)(3)
$1,000 00
NIA
for the Capital Campaign
Schedule I (Form 990 or 990-EZ) 2012
25
CITIZENAUDIT.ORG PAGE #0049
Donors Trust. Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503
38-2 926822
501(c)(3)
$2,500 00
for the Institute's Capital
Campaign
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$5,000 00
to support Acton's
participation in the JIMS
conference in Israel
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
501(c)(3)
$8,000 00
for Acton University
Scholarships
Doc Emet Productions, Inc
PO Box 339
Lexington. MA 02420
26-2208163
501(c)(3)
$10,000 00
for general operations
Clara Boothe Luce Policy Institute
112 Elden Street
Suite F
Hemdon. VA 20170
54-1672136
501(c)(3)
$15,000 00
for general operations
Yankee Institute
800 Connecticut Boulevard
Sulte 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$15,000 00
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$25,000 00
for general operations
Judicial Educatlon Project
3007 F Street, NW
Washington. DC 20007
2044166871
501(c)(3)
$30,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
26
CITIZENAUDIT.ORG PAGE #0050
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S.
Part II, Grants to Organlzatlons and Governments In the U.S.
la)
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Catholic Association Foundation
3007 P Street, NW
Washington, DC 20007
202387967
5019(3)
$45,000 00
tor general operations
Marliuana Policy Project Foundation
PO Box 77492
Washington. DC 20013
52-1975211
501(c)(3)
$50,000 00
tor the Colorado Project
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
524351785
$300,000 00
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$2,800 00
for the 2012 annual dinner
Heartland Institute
One South Wacker Drive
Suite 2740
Chicago, IL 60606
36-3309812
501(c)(3)
$100,000 00
for the Seventh lntemational
Conference on Climate
Change
Public Notice Research and Education Fund
1220 North Fillmore Street
Suite 300
Arlington, VA 22201 -6501
27-3197768
$675,000 00
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$2,000 00
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
$2,000 00
for general operations
27
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0051
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U 8
Part II. Grants to Organizations and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Purpose of
Non-Cash Grant or
Assistance
Assistance
Catholic Association Foundation
3007 P Street. NW
Washington, DC 20007
204387967
501
$3,000 00
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
51(3)
$4,200 00
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
DC 20001-5403
23-7432 1 62
501(cX3)
$5.000 00
for general operations
American Majority
PO Box 87
Purcell a, VA 20134
26-1501154
503)
$7,000 00
for general operations
Russell Kirk Center for Cultural Renewal
PO Box 4
Mecosta, MI 49332
3845443798
501(c)(3)
$7.500 00
to support writing 8. pulication
of a volume of The Letters of
Russell Kirk
Project Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$40,000 00
for general operations
1851 Center for Constitutional Law
208 East State Street
Columbus, OH 43215
27-1636436
5011913)
$50,000 00
for general operations
Consource. Inc (T he Constitutional Sources
Project)
1700 K Street, NW
clo Winston 8. strawn
WaL|rigton, DC 20006
20-2932856
5011913)
$50,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0052
Donors Trus4t_lnc 52-2166327
l, Grants to Organizations and lndviduals in the U 3.
Part II, Grants to Organizations and Governments In the U.S.
lal
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springeld. VA 22160-0002
59-1568825
$100,000 00
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$500 00
for general operations
Media Research Center
1900 Campus Commons Drive
Suite 600
Reston, VA 20191
54-1429009
501(c)(3)
$500 00
for Tell The Truth - 2012
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
234432162
501
31.000 00
for general operations
Illinois Policy Institute
190 South Lasalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501(c)(3)
$1,000 00
for general operations
Catholic Association Foundation
3007 P Street. NW
Washington, DC 20007
202387967
SOHEIL3)
$15,000 00
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$25,000 00
for general operations
New America Foundation
1899 L Street, NW
Suite 400
Washington, DC 20036
52-2096845
$60,000 00
NIA
fellowship to research book
on counterterronsm, rule of
law 8. sovereignty
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0053
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U 8
Part II. Grants to Organlzatlons and Governments In the u.s.
la)
Name and Address of
Organization or
Government
lb)
EIN
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
University of Arizona Foundation
PO Box 210027
Tucson, AZ 85721-0027
86-6050388
501(c)(3)
$76,000 00
tor the Center at the
Philosophy ol Freedom
Energy Environment Legal Institute
2020 Avenue. NW
Suite 166
Washington, DC 20006-1811
264239065
501
$125,000 00
for general operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
$150,000 00
for general operations
Troy University Foundation
211 Hall
Troy, AL 36082
63-6067755
501(c)(3)
$20,000 00
for the Manual H Johnson
Center for Political Economy
(new faculty member)
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
26-4029303
501(c)(3)
$35,000 00
foigneral operations
Committee for a Constructive Tomorrow
PO Box 427
Berryville, VA 22611
524462893
501(c)(3)
$20,000 00
for the Environmental
Education Fund
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$1,200 00
NIA
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$5,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
30
CITIZENAUDIT.ORG PAGE #0054
Donors Trust, Inc 52-2166327 31
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(8) lb) (6) Id) tel If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Frontiers of Freedom Institute. Inc
4094 Majestic Lane
Suite 380
Fairlax, VA 22033 54-1773197 501(c)(3) $50,000 00 tor general operations
State Pollcy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $100,000 00 for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351765 501(c)(3) $2,500 00 for the 2012 annual dinner
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015 26-2521115 501(c)(3) $25,000 00 for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377 for Liberty Coalition
Honolulu, HI 96801 99-0354937 501(c)(3) 31.000 00 Development
National Legal Policy Center
107 Park Washington Court
Falls Church, VA 22046 52-1750188 501(c)(3) $1,500 00 NIA for general operations
Shenandoah
1460 University Drive
Winchester, VA 22601-5100 5-#0525605 501(c)(3) $15,000 00 for the Haiti Project
Independent Women's Forum
1875 I Street, NW
Suite 500
Washington. DC 20006 54-1670627 501(c)(3) $30,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0055
Donors Trust, Inc 52-2166327
I. Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of EIN
Organization or
Government
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Langley School
1411 Balls Hill Road
McLean. VA 22101 54O673568
sogcxa)
530.000 00
NIA
NIA
for general operations -
Foreign Policy Initiative
11 Dupont Circle. NW
Suite 325
Washington. DC 20036 26-4392915
501(c)(3)
3100.000 00
NIA
NIA
for general operations
Institute tor the Study at War Inc.
1400 16th Street. NW
Suite 515
Washington. DC 20036 26-0273675
5o1gc)(3)
$100,000 00
NIA
for general operations
Think Freely Media, Inc
13000 Lindbergh Boulevard
Suite 103. Box 152
Fort Myers. FL 33913 27-1110796
501(c)(3)
3100.000 00
NIA
NIA
for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washington. DC 20036-5221 36-3235550
$330,000 00
NIA
NIA
NIA
for general operations
East Harlem Churches 8 Community Urban
Center
325 East 101st Street
New York. NY 10029 13-2765924
501(c)(3)
33.000 00
NIA
NIA
to support the Booker T
Washington Learning Center
Hentaga Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999 23-7327730
$300 00
NIA
NIA
NIA
for general operations
Mercatus Center. GMU
George Mason University
3351 North Fairfax Drlve. 4th Floor
Arlington. VA 22201-4433 54-1436224
501(c)(3)
$300 00
NIA
NIA
for general operations
32
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0056
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(5)
EIN
(cl
IRC
Section il
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Free To Choose Network. Inc
2002 Filmore Avenue
Suite 1
Erie. PA 16506
52-1455677
501(c)(3)
$3,500 00
for the Don Boudreaux book
project
National Legal 8. Policy Center
107 Park Washington Court
Falls Church. VA 22046
52-1750188
501(c)(3)
$4,000 00
for general operations
Institute lor Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington, VA 22201
94-1623852
501(c)(3)
$5,000 00
for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington, DC 20036
53-0218495
501(c)(3)
$7,500 00
in support of Sally Satel's
work
Lake Forest College
555 North Sheridan Road
Lake Forest. IL 60045
36-2167770
501(c)(3)
$7,500 00
tor general operations
Wakefield School
PO Box 107
The Plalns. VA 20196
544095344
501
$7,500 00
for general operations
American Maionty
PO Box 87
26-1 501154
501
$10,000 00
for general operations
NFIB Small Business Legal Center
1201 F Street. NW
Suite 200
Washington, DC 20004
62-1570449
501(c)(3)
$30,000 00
for general operations
33
Schedule I (Form 990 or 2012
CITIZENAUDIT.ORG PAGE #0057
Donors Trusgnc 52-2166327 34 H
I, Grants to Organizations and lndviduals in the U 8.
Part ll, Grants to Orgarilzatlons and Governments in the U.S.
(at (C) (9) 1,
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance 1
other)
Ethics Public Policy Center
1730 M Street, NW
Suite 910
Washington, DC 20036 52-1162185 $50,000 00 for general operations i
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washlton, DC 20036-3804 52-1351785 501(cx) $240,000 00 NIA for general operations
lndependence Institute
727 East 16th Avenue
Denver, CO 80203 840990300 501 $150,000 00 for general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503 38-2926822 501(c)() $1,000 00 NIA for ge_riera| operations
Atlas Economic Research Foundation
1201 L Street, NW i
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $1,000 00 for general otgrations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203 48-0891418 501(c)(3) $1,000 00 for ggeral operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $1,000 00 NIA for general operations it
Hillsdale College
33 East College Street
Hillsdale. Ml 49242 38-1374230 501(c)(3) $1,000 00 NIA for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0058
Donors Trui.-Llnc 52~2166327
I, Grants to Organizations and lndviduals in the U 8.
Part II, Grants to Organlzatlons and Governments In the u.s.
Name and Address of
Organization or
Government
lb)
EIN
(cl
IRC
Section if
Applicable
(6)
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
lh)
Purpose of
Grant or
Assistance
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington. VA 22201
94- 1623852
501(c)(3)
$1,000 00
NIA
for general operations
Philanthropy Roundtable
1730 M Street. NW
Suite 601
Washmton. DC 20036
13-2943020
501(c)(3)
31.000 00
NJA
for general ogerations
Texas Public Policy Foundation
900 Congress Avenue
Suite 400
Austin. TX 78701
74-2524057
$11,000 00
for the Building Campaign
($110 81 for education
eneral operations ($10k)
Franklin Center
1229 King Street
3rd Floor
Alexandria. VA 22314
26-4066298
51()(1i)
584.000 00
NIA
tor the Citizen watchdog
Projram in North Carolina
Franklin Center
1229 King Street
3rd Floor
Alexandria. VA 22314
26-4 066296
501(l(}
$1,000,000 00
for general operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington. VA 22201-3097
52-1 527294
501(c)(3)
$17,000 00
NIA
for general QROPEIIOHS
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington. VA 22201-3097
52-1527294
501(c)()
$20,000 00
NIA
tor general operations
National Organization for Marrlage Education
Fund
2029 K Street, NW
Suite 300
Washington. DC 20006
20-7472471
501(c)(3)
350.000 00
torgeneral operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0059
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II. Grants to Organlzatlons and Governments In the U.S.
(8)
Name and Address of
Organization or
Government
(5)
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive. 4th Floor
Arlington, VA 22201-4433
54-1436224
501(c)(3)
$2,300,000 00
for general operations
National Center for Policy Analysis
12770 Coit Road
Suite 800
Dallas, TX 75251-1339
75-1804932
501(c)(3)
$2,500 00
for general operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
VA 22201-3097
52-1527294
501(c)(3)
$125,000 00
for general operations
Grassroot Institute of HHWEII
335 Merchant Street
#3377
Honolulu. HI 96801
990354937
501(c)(3)
$1,000 00
for Liberty Coalition
Development
Federalist Society
1015 18th Street, NW
Suite 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$175,000 00
for general operations
Independent Institute
100 Swan Way
Oakland. CA 94621-1428
94-3003370
501(c)(3)
$4,000 00
for general operations
Appropriate Infrastructure Development Group
PO Box 104
Weston. MA 02493-0005
68-0589005
501(c)(3)
$5,000 00
for general operations
Metanexus Institute
328 8th Avenue
Suite 145
New York. NY 19103-1000
23-2977021
501(c)(3)
$5,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0060
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II. Grants to Organizatlons and Governments In the us.
(3)
Name and Address of
Organization or
Government
lb)
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(7)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
New York University
726 Broadway
2nd Floor
New York. NY 10003
1 3-5 562308
501(c)(3)
56.000 00
(or the Bellevue Literary Press
Philanthropy Roundtable
1730 M Street. NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
$7,000 00
(or general operations
Institute (or Humane Studies
3351 Fairfax Drive
MSN 165
Arlington. VA 22201
94-1623852
501(c)(3)
$11,000 00
for general operations
HopeMob
18842 Teller Avenue
Irvine, CA 92612-1615
27-3204358
501(c)(3)
$25,000 00
for general operations
Judicial Education Project
3007 P Street. NW
Washington. DC 20007
20-2466871
501(c)(3)
$45,000 00
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke. VA 22015
26-2521115
501(c)(3)
$50,000 00
for general operations
Conservative Agenda PFOJEC1
1025 Thomas Jefferson Street. NW
Suite 110 G
Washington. DC 20007
26-4029303
501(c)(3)
342.000 00
for general operations
Cause 0! Action
1919 Avenue NW
Suite 650
Washington. DC 20006
45-2505977
501(c)(3)
$300,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0061
Donors 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
38
Purpose of
Grant or
Assistance
National Organizatlon for Marriage Education
Fund
2029 K Street, NW
Suite 300
Washington, DC 20006
20-7472471
501(c)(3)
$500 00
for the Ruth Institute
Judicial Education Project
3007 P Street, NW
Washington. DC 20007
20-2466671
501(c)(3)
$15,000 00
for general operations
Institute for Energy Research
1100 H Street, NW
Suite 400
Washington. DC 20005
760149776
501 (CXQL
$30,000 00
NIA
for general operations
Public Notlce Research and Education Fund
1220 North Fillmore Street
Suite 300
VA 22201-6501
27-3197768
501(c)(3)_
$1,050,000 00
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Agton, VA 22209-3108
57-0952531
501(c)(3)
$200 00
NIA
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$300 00
NIA
for general operations
Illinois Policy Institute
190 South Lasalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501
$500 00
for general operations
Institute tor Humane Studies
3351 Fairfax Drlve
MSN 1C5
gton, VA 22201
94-1 623852
501(c)(3)
$1,000 00
tor general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0062
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U 8
Part II, Grants to Organlzatlons and Governments In the U.S.
(8)
Name and Address of
Organization or
Government
(bl
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Human Rights Foundation
350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501(c)(3)
$3,000 00
for the Venezuela Book
Project
Moving Picture Institute
375 Greenwich Street
New York. NY 10013
20-3237801
501(c)(3)
$5,000 00
for general operations
Foundation for Cultural Review
900 Broadway
Suite 602
New York. NY 10003
1131084124
501(c)(3)
$10,000 00
for conferences, seminars,
articles. lectures for The
New Cntenon
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$15,000 00
for general operations
Center for Excellence in Higher Education
8520 Allison Pointe Boulevard
Suite 220
Indianapolis, IN 46250
20-8091013
501(c)(3)
$59,400 00
for general operations
Northwestern University
619 Clark Street
Evanston, IL 60201
36-2167817
501(c)(3)
$100,000 00
for a Seai1e Economics
fellowship
Texas
400 Harvey Mitchell Pky S Ste 300
College Station, TX 77845
501(c)(3)
$100,000 00
for a Searte Economics
fellowship
George Mason University
Enterprise Hell FL 3 MSN 394
Fairfax VA 22030
501(c)(3)
$107,500 00
for a Searle Economics
fellowship
39
Schedule I (Form 990 or 5390-52) 2012
CITIZENAUDIT.ORG PAGE #0063
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U.S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Christian Foundation for Children and Aging
PO Box 219114
Kansas City. MO 64121-9114
43-1243999
501(c)(3)
$400 00
for sponsorship of
Fund
Bday Fund (520)
Bill of Rights Institute
200 North Grebe Road
Suite 200
Arlington, VA 22203
48-0891418
501(c)(3)
$1,000 00
NIA
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu. HI 96801
99-0354937
501(c)(3)
$1,000 00
for Liberty Coalition
Development
Media Research Center
1900 Campus Commons Drive
Suite 600
Reston, VA 20191
54-1429009
501(c)(3)
$1,000 00
for general operations
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750186
501(c)(3)
$1,000 00
for general operations
Pacic Research Institute for Public Policy
One Embarcadero center
Suite 350
San Francisco, CA 94111
94-2528433
501(c)(3)
51.000 00
for general operations
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503
38-2926822
501(c)(3)
$2,500 00
for general operations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$2,500 00
tor general operations
40
Schedule I (Form 990 or 2012
CITIZENAUDIT.ORG PAGE #0064
Donors Trust, inc 52-2166327
i, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
(ai
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
(di
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
41
Purpose of
Grant or
Assistance
Intercollegiate Studies Institute
3901 Centerville Road
Wilmington, DE 19807-1938
23-6050131
501(c)(3)
$2,500 00
for the Annual Dinner
(October 18. 2012)
Human Rights Foundation
350 Fifth Avenue
Suite 4515
New York. NY 10118
20-2669700
501(c)(3)
$5,000 00
for cooperating wl civil society
groups wl a footprint in
African Continent
Young America's Foundation
110 Elden Street
Herndon. VA 20170-4891
23-7042029
501(c)(3)
$10,000 00
for general operations
Human Rights Foundation
350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501(c)(3)
$105,000 00
to assist the work of
expanding its efforts to cover
global issues
Legacy Foundation
do The Security National Bank
601 Pierce Street. Trust Department
Sioux city, IA 51101-1205
26-3653831
501(c)(3)
$600,000 00
for general operations
Fund tor American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington. DC 20009
13-6223604
501(c)(3)
$500 00
for general operations
Freedom Foundation
PO Box 552
Olympia. WA 98507
94-3136961
501(c)(3)
$1,000 00
NIA
for general operations
Independence institute
727 East 16th Avenue
Denver. CO 80203
840990300
501
$1,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0065
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
lf)
Method of
Valuation (book.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
James Madison Institute for Public Policy
The Columns
100 North Dwal Street
Tallahassee, FL 32301
59-281 1908
501
$1,000 00
for general operations
Young Amerlca's Foundation
110 Elden Street
Hemdon. VA 20170-4891
23-7042029
501(c)(3)
$1,500 00
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington. VA 22203-1854
52-1744337
501(c)(3)
32.000 00
for general operations
Clare Boothe Luca Policy Institute
112 Elden Street
Suite P
Herndon_ VA 20170
54-1672138
501(c)(3)
54.000 00
for general operations
College
Welclensall Hall
300 North Washington Street
PA 17325-1485
23-1352641
501(c)(3)
315.000 00
for The Civil War Era Studies
Program
Teneo Inc
1015 16th Street. NW
Suite 425
Washington. DC 20036
8041305723
501(c)(3)
$20,000 00
for general operations
Community Youth Athletic Center
1018 National City Boulevard
National City, CA 91950-3206
33-0779893
501(c)(3)
325.000 00
for general operations
Emory University
1599 Clifton Road NE 4th FL
Atlanta, GA 30322
58-0566256
501(c)(3)
$50,000 00
NIA
for The Program in
Democracy and Citizenship
Schedule I (Form 990 or 990EZ) 2012
CITIZENAUDIT.ORG PAGE #0066
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
EIN
Section if
Applicable
(0)
IRC
Id)
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Parents in Charge Foundation
9900 Main Street
Suite 303
Falrfax, VA 22031-3907
54-2024931
501(c)(3)
$50,000 00
NIA
NIA
for general operations
Lucy Burns Institute
301 South Bedlord Street
Suite 6
Madison. WI 53703-9691
20-8036372
501(c)(3)
$100,000 00
NIA
for general operations
Discovery Institute
1511 Third Avenue, Suite 808
Seattle, WA 98101
91 -1 521697
501(c)(3)
$250,000 00
NIA
NIA
NIA
for general operations
E Plunbus Unum Films
2247 15th Avenue West
Seattle, WA 98166
91 -2053400
501(c)(3)
$7,000 00
NIA
NIA
for the Economic Thinking
program
Policy Institute
190 South Lasalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501(c)(3)
37.500 00
NIA
NIA
for general operations
Judicial Education Project
3007 F Street, NW
Washington, DC 20007
20-2466871
501(c)(3)
$15,000 00
NIA
NIA
NIA
for general operations
Americans for Tax Reform Foundation
722 12th Street, NW
Fourth Floor
Washington, DC 20005
52-1400492
501(c)(3)
$40,000 00
NIA
for general operations
Landmark Legal Foundation
19415 Deerfeld Avenue
Suite 312
Leasburg, VA 20176
51-0203802
501(c)(3)
$40,000 00
NIA
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0067
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II. Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of EIN
Organization or
Government
(cl
IRC
Section it
Applicable
Id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(I1)
Purpose of
Grant or
Assistance
National Right to Work Legal Defense
Foundation. Inc
8001 Braddock Road
VA 22160-0002 59-1588325
501(c)(3)
$40,000 00
for general operations
Natlonal Foundation for Teaching
Entrepreneurship
120 Wall Street
18th Floor
New York, NY 10005 13-3408731
501(c)(3)
$76,000 00
in support of the Founders
Fund for the work of Steve
Manotti
Competltive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804 52-1351785
501(c)(3)
$500 00
for general operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Artington_ VA 22201-3097 52-1527294
501(c)(3)
$1.000 00
Ior general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999 23-7327730
501(c)(3)
$1,000 00
for general operations
Institute for Justice
901 North Globe Road
Suite 900
Arlington, VA 22203-1854 52-1744337
501(c)(3)
$1,000 00
for general operations
Judiclal Watch
425 Third Street. SW
Suite 800
Washington, DC 20024 52-1885088
501(c)(3)
$1,000 00
for general operations
Gun Owners Foundation
8001 Forbes Place
Suite 102
Springeld. VA 22151 52-1297360
501(c)(3)
$2,500 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0068
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
IRC
Section if
Applicable
ld)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
lh)
Purpose of
Grant or
Assistance
Media Research Center
1900 Campus Commons Drive
Suite 600
Reston, VA 20191
54-1429009
501(c)(3)
$2,500 00
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive, 4th Floor
Arlington. VA 22201 -4433
54-1436224
501(c)(3)
$10,000 00
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$24,000 00
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$30,000 00
for general operations
National Black Chamber ol Commerce
1350 Connecticut Avenue. NW
Suite 405
Washington, DC 20036
35-1889294
501(c)(3)
$10,000 00
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3604
52-1351785
501(c)(3)
$200,000 00
NIA
for general operations
Federalist Society
1015 18th Street, MN
Suite 425
Washington. DC 20036-5221
36-3235550
501(c)(3)
$430,000 00
for general operations
45
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0069
Donors Trust, Inc 52-2166327 46
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
la) (C) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other) I
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu. HI 96801 99-0354937 501(c)(3) $100 76 for events I
Grassroot Institute ot Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801 99-0354937 501(c)(3) $500 00 NIA for general operations
Grassroot Institute ot Hawaii I
335 Merchant Street
#3377
Honolulu, HI 96801 99-0354937 501(c)(3) $500 00 for Hawaii Liberty Coalition I
Competitive Enterprise Institute
1899 L Street, NW
Floor 12 in support of the Center for
Washington, DC 20036-3804 52-1351765 501(c)(3) $1,000 00 Advancing Capitalism
National Legal 8. Policy Center I
107 Park Washington Court
Falls Church. VA 22046 52-1750188 501(c)(3) $1,500 00 for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor in support of the Annual
Washington. DC 20005 94-2763845 501(c)(3) $2,500 00 Banquet
Students tor Liberty
PO Box 17321 for Poker Night in New York
Arlington. VA 22216-7321 943435899 501(c)(3) $2,500 00 City (September 13. 2012) j
Foundation for Economic Education J
30 South Broadway
Irvington-on-Hudson, NY 10533-2529 13-6006960 501(c)(3) $5,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0070
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U.S
Part II. Grants to Organizations and Governments In the U.S.
la) (C) (8) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or I
Government Applicable Assistance appraisal, Assistance Assistance
other)
Moving Picture Institute 3
375 Greenwich Street
New York, NY 10013 20-3237601 501(c)(3) $5,000 00 for general gzrations
Moving Picture Institute
375 Greenwich Street for the film STATE OF
New York, NY 10013 203237801 501(c)(3) $7,875 00 CONTROL
Freedom Foundation
PO Box 552
Olympia, WA 98507 9445136961 501(c)(3) $10,000 00 for general lwrations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 501(c)(3) $10,000 00 for general operations
Science Festival Foundation
475 Riverside Drive
Suite 950
New York, NY 10015 43-2095418 501(c)(3) $10,000 00 for general operations
Students for Liberty
PO Box 17321 for a F A Hayek Sponsorship I
Arlington, VA 22216-7321 94-3435899 501(c)() $10,000 00 of the Charity Poker event
Intelligence Squared U S Foundation
590 Madison Avenue
30th Floor
New York, NY 100223547 27-1022579 501(c)(3) $15,000 00 for general operations
Georgetown University
Tocqueville Forum
3240 Prospect St NW. Third Floor for the Center on the
Washington, DC 20007 501(c)(3) $25,000 00 Constitution
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0071
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U.S
Part ll. Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
(6)
Amount of Amount of
Cash Grant Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Regular Folks United, Inc
646 Admiral Drive
Suite 146
Annapolis, MD 21401
26-2598301
501(c)(3)
$25,000 00
for general operations
Ministry Services Group
11625 Rainwater Drive, NE
Suite 500
Alpharette, GA 30009
0143654014
501(c)(3)
$85,000 00
NIA
for general operations
Center tor Excellence in Higher Education
8520 Allison Pointe Boulevard
Suite 220
Indianapolis, IN 46250
20-8091013
501(c)(3)
$352,440 00
for general operations
Legacy Foundation
clo The Security National Bank
601 Pierce Street. Trust Department
Sioux City. IA 51101-1205
26-3853831
501(c)(3)
$250,000 00
for general operations
Cause of Action
1919 Avenue NW
Suite 650
Washington, DC 20006
45-2805977
501(c)(3)
$700,000 00
for general operations
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066296
501(c)(3)
$750,000 00
for general operations
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-3136961
501(c)(3)
$5,000 00
for general operations
Gallatin Valley Land Trust
25 North Wilson Avenue
Suite E
Bozeman, MT 59715
81-0464513
501(c)(3)
$6,000 00
in support of Whitney l'ilts
flora book
48
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0072
Donors TrusL|nc 52-2166327
I. Grants to Organizations and Indviduals in the U S.
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
East Harlem Churches 8- Communlty Urban
Center
325 East 101st Street
New York. NY 10029
13-2765924
501(c)(3)
$7,000 00
for general operations
Museum of the Rockies
600 West Kagy Boulevard
Bozeman, MT 59717
8145016828
501(c)(3)
$8,000 00
for the ISPH 2013 conference
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Anington. VA 22201
9446231852
$10,000 00
for the LearnLiber1y org
program
Johns Hopkins University
600 N Wolfe Street - Dept of Neurosurgery -
Meyer Bldg. Room 7-113
Baltimore, MD 21287
52-0595110
EGIX3)
$12,000 00
in support of Neurosurgery
Dr Henry Brem)
PERC
2046 Analysis Drive
Suite A
Bozeman, MT 59718
81-03934
501(c)(3)
$12,000 00
in support 01 Whitney Tilfs
fellowship
Family Taxpayers Foundation
8 East Main Street
IL 60110
3641895370
$50,000 00
for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$1,000 00
for general operations
Acton Institute
98 East Fulton Street
Grand Raplds. Ml 49503
38-2926622
501(c)(3)
$5,000 00
for the Matching Gift
Challenge from the M J
Murdock Charitable Trust
49
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0073
Donors Trust, Inc. 52-2166327
1. Grants to Organizations and lndviduals in the U.S
Part II. Grants to Organlzatlons and Governments In the U.S.
Ia)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose 01
Grant or
Assistance
Human Rights Foundatlon
350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501101521
$8,932 09
for general ojerations
Independent Women's Forum
1075 I Street, NW
Suite 500
Wasmgton, DC 20006
54-1670627
535,000 00
for generalgerations
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804
52-1351785
501(c)(3)
$60,000 00
for general gperations
Foreign Policy Initiative
11 Dupont Circle, NW
Suite 325
Washirgton. DC 20036
26-4392915
501(c)(3)
5100.000 00
for general operations
Catholic Associatlan Foundation
3007 F Street. NW
Wastgton. DC 20007
20-2387967
501(c)(3)
$125,000 00
for general operations
Federalist Society
1015 18th Street. NW
Suite 425
Washmton. DC 20036-5221
36-3235550
$300,000 00
tar gieralgmrations
Institute for Faith, Work. 8. Economics
8400 Weslpark Drive
Suite 100
McLean, VA 22102
45-2481867
5o1(c)(g)
$250,000 00
lor general operations
Sargasso Sea Project
1630 Connecticut Avenue. NW
Suite 300
Washington. DC 20009
27-3229137
501
56.000 00
for general gaerations
50
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0074
Donors Trust, Inc 52-2166327 51 I
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to organizations and Governments in the U.S.
la) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of 1
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or 1
Government Applicable Assistance appraisal, Assistance Assistance 1
other)
American Spectator Foundation
1611 North Kent Street
Suite 901 in support of the annual dinner
Arlington, VA 22209-2111 23-7002632 501(c)(3) $10,000 00 on November 14, 2012
Moving Picture Institute
375 Greenwich Street
New York, NY 10013 20-3237801 501(c)(3) $10,000 00 for general operations
Atlas Economic Research Foundation
1201 L Street, NW 1
2nd Floor
Washington. DC 20005 942763845 501(c)(3) $23,400 00 in support of the annual dinner
Commentary, Inc
561 7th Avenue
16th Floor in support of the dinner on 1
New York, NY 10016-1616 13-3610041 501(c)(3) $25,000 :30 December 3. 2012
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Suite 110 6
Washington, DC 20007 2641029303 501(c)(3) $40,000 00 for general operations 1
Becket Fund for Religious Liberty
3000 K Street. NW 1,
Suite 220
Washington. DC 20007 52-1858532 501(c)(3) $50,000 00 for general operations
Yale University
YCRI, Rozenkranz Hall for JMC-Veritas High Ed lnit
115 Prospect Street, PO Box 208206 Post-Doc in Center I
New Haven, CT 06520-8206 06-0646973 501(c)(3) $50,000 00 for Rep lnstitutn
e21 A 21st Century Economic Policy Initiative
1150 17th Street, NW
Suite 504 1
Washington. DC 200364621 27-0200689 501(c)(3) $100,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012 1
CITIZENAUDIT.ORG PAGE #0075
Donors 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part ll. Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(C)
EIN IRC Amount of
Section if Cash Grant
Applicable
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Judicial Education Project
3007 P Street. NW
Washington. DC 20007
202466871 501(c)(3) $115,000 00
NIA
for general operations
Boy Scouts of America
9190 Rockville Pike
Bethesda, MD 20814
22-1575300 501(c)(3) $250 on
for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162 501(c)(3) $250 00
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730 501(c)(3) 5250 on
for general operations
Students for Liberty
PO Box 17321
Arlington, VA 22216-7321
9445435899 501(c)(3) 31.000 00
for general operations
Christopher Newport University
1 Avenue of the Arts
Newport News. VA 23606-3072
54-0701501 501(c)(3) 550,000 00
in suppon of Center lor
American Studies under
direction of Prof Busch
College of the Holy Cross
Department at Political Science
PO Box 121A. 1 College Street
Worcester, MA 01610
o421o3s5e 501(c)(3) $50,000 00
NIA
NIA
in support ot Charles Carroll
Program under direction of
Brand Klinghard
Melanexus Institute
328 8th Avenue
Suite 145
New York. NY 19103-1000
232977021 501(c)(3) oo
for general operations
52
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0076
Donors Trust, Inc 52-2166327 53
l, Grants to Organizations and lndviduals in the U.S.
Part II. Grants to Organizations and Governments In the U.S.
la) (cl Id) (6) (0 I9) Ih)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of i
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or I
Government Applicable Assistance appraisal, Assistance Assistance
other)
Energy 8. Environment Legal Institute
2020 Avenue, NW
Suite 186
DC 20006-1811 26-4239065 501(c)(3) $150,000 00 for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Aiimgn, VA 22209-31 08 570952531 501(c)() s1,o00 oo for 20th Anniv Meeting
James Madison Institute tor Public Policy
The Columns
100 North Duval Street
Tallahassee. FL 32301 59-2811908 501(c)(3) $5,000 00 NIA for communications support i
Montana Policy Institute
67 West Kagy Boulevard
Suite B
Bozeman, MT 59715 202591461 $24,000 00 for communications sgport
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 57-0952531 501(c)(3) $25.000 00 for communications support
Institute for Faith, Work, 8. Economics
8400 Westpark Drive
Suite 100
McLean, VA 22102 45-2481857 501j1@) $200,000 00 tor general operations
Mercatus Center, GMU
George Mason University
I
3351 North Fairfax Drive, 4th Floor
Arlington, VA 22201 -4433 544436224 501 99) $315,000 00 tor general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. Dc 20001-5403 23-7432162 501(c)(3)
$500 00 NIA for general operations I
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0077
Donors Trust, Inc. 52-2166327 54
I, Grants to Organizations and lndviduals in the U.S
Part II, Grants to Organlzatlons and Governments In the U.S.
Ia) Id) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801 99-0354937 501(c)(3) $500 00 for general operations
Galen Institute
PO Box 320010
Alexandria. VA 22320-0010 54-1770524 501(c)(3) $1,000 00 for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316 95-3296239 501(c)(3) $1,000 00 for general operations
Atlas Economlc Research Foundation
1201 L Street, NW
2nd Floor
Washington. DC 20005 94-2763845 501(c)(3) $2,000 00 for general operations
Young America's Foundation
110 Elden Street
Hemdon, VA 20170-4891 23-7042029 501(c)(3) $10,000 00 for general operations
Legacy Foundation
do The Security National Bank
601 Pierce Street, Trust Department for the Military Voter
Sioux Ctty, IA 51101-1205 26-3853831 501(c)(3) $200,000 00 Protection Project
Community Action Centers Project
2600 Overland Avenue
Suite 315 for the Danon Project and
Los Angeles. CA 90064-3253 20-0071617 501(c)(3) $400,000 00 Voter Education
Legacy Foundation
do The Security National Bank
601 Pierce Street. Trust Department
Sioux City, IA 51101-1205 26-3053831 501(c)(3) $650,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0078
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II. Grants to Organlzatlons and Governments in the u.s.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
PERC
2043 Analysis Drive
Suite A
8141393444
$1,000 00
NIA
NIA
NIA
toi;qeneral ogerations
Bozeman, MT 59718
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
59-1588825
501G)l)
$2,000 00
NIA
NIA
NIA
tor general operations
pnnLi1eici_ VA 221500002
Project Liberty,
109 North Henry Street
Alexandna, VA 22314-2903
27-3542181
$2,000 00
NIA
for general operations
The Field
75 Maiden Lane
Suite 906
13-3357405
56.000 00
NIA
NIA
NIA
in support of Andrew
Richards work
New York, NY 10036
New York University
726 Broadway
2nd Floor
1 3-5562308
501
$25,000 00
NIA
NIA
the Moral Courage Project for
enerel operations
New York, NY 10003
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$50,000 00
NIA
NIA
forgenerel operations
Villanova University
Villanova University, Old Falvey 304
800 Lancaster Avenue
23-1352668
$50,000 00
NIA
The Matthew J Ryan Center
at Villanova University for
general gaerations
Villanova, PA 19805
Students for Liberty
PO Box 17321
94-3435899
501(c)(3)
$65,000 00
NIA
NIA
for general operations
Arlirpton, VA 22216-7321
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0079
Donors Trust, Inc 52-2166327 55
I. Grants to Organizations and lndviduals in the U.S
Part II. Grants to Organlzatlons and Governments In the U.S.
la) (C) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Competitive Enterprise Institute
1899 L Street. NW
Floor 12
Washington. DC 20036-3804 52-1351785 501(c)(3) $380,000 00 for general operations
i State Policy Network
I 1655 North Fort Myer Drive
Suite 360
Arlington. VA 22209-3108 57-0952531 501(c)(3) $1,000 00 in tnbute to Tom Roe
State Policy Network
1655 North Fort Myer Drive
suite 360 for the organization's highest
Arlington, VA 22209-3108 57-0952531 501(c)(3) $1,500 00 need
Americans for Prosperity Foundation
2111 Wilson Boulevard
suite 350 for new debt cnsis/Chineses
Arlington. VA 22201 -3097 524527294 501(c)(3) $2,000 00 professor TV ad
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San CA 94111 94-2528433 501(c)(3) 55.000 00 for the 2012 annual gala
Museum at Mathematics
134 West 26th Street
Suite 45 to support the Opening
New York, NY 10001-6803 27-1450809 501(c)(3) 57.200 00 Ceremony on 12/12/12
Independence Institute
727 East 16th Avenue
Denver. CO 80203 84-0990300 501(c)(3) $100,000 00 for general operations
Discovery Institute
1511 Third Avenue. Suite 808
Seattle. WA 98101 91-1521697 501(c)(3) $250,000 00 for general operations
Schedule I (Form 990 or 9530-52) 2012
CITIZENAUDIT.ORG PAGE #0080
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II. Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC Amount of
Section if Cash Grant
Applicable
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
Hentage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
23-7 327730
501(c)(3)
$100 00
tor general operations
for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1654
52-1 744337
501(c)(3)
$100 00
tor general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23-7432 1 62
501(c)(3)
$200 00
tor general operations
Competitive Enterprise
1899 L Street. NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$200 00
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive, 4th Floor
Arlington. VA 22201-4433
54-1436224
501(c)(3)
$200 00
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$200 00
for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington. DC 20036
53-0218495
501(c)(3)
$250 00
for general operations
Salvation Anny-DC
2626 Avenue. NW
Washington. DC 20037
22-2406433
501(c)(3)
$500 00
for general operations
57
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0081
Donors Trust, Inc 52-2166327 58 ll
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.5.
(8) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Grassroot Institute of Hawaii
335 Merchant Street
#3377
Honolulu, HI 96801 99-0354937 501(c)(3) $617 76 for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242 38-1374230 501(c)(3) $1,000 00 for general operations
Freedom Foundation
PO Box 552
Olympia. WA 98507 9441136961 501(cX3) $2,500 00 for general operations
Project Veritas
1214 West Boston Post Road
Number 145 l
Mamaroneck, NY 10543 27-2894856 501(c)(3) $4.950 00 for general operations
New York Historical Society in support of the "History
170 Central Park West Makers Fall Ga|a" to be held
New York. NY 10024 134624124 501(c)(3) $5,000 00 on November 20
Center for Competitive Politics
124 South West Street
Suite 201
Alexandria. VA 22314 20-3676886 501(c)(3) $15,000 00 for general operations
Reason Foundation in support ol two tables
5737 Mesmer Avenue ($10,000 00 and $5,000 00)
Los Angeles. CA 90230-6316 95-3296239 501(c)(3) $15,000 00 for the Bastiat Dinner
Central Park Conservancy
14 East 60th Street in memory of Sandra Shepard
New York, NY 10022 1345022855 501(c)(3) $5,000 00
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0082
Donors Trust, Inc 52-2166327
l. Grants to Organizations and lndviduals in the U 8.
Pan ll. Grants to Organlzatlons and Governments In the U.S.
tal
Name and Address of
Organization or
Government
(bl
EIN
(C)
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of Method of
Non-Cash
Assistance appraisal,
other)
Valuation (book, FMV,
(9)
Non-Cash
Assistance
Description of
59
(I1)
Purpose of
Grant or
Assistance
U S
445 East Mitchell Street
Suite D
38-2418377
501(c)(3)
310.000 00
NIA
for the Sovereignty Matters
rgect
Petoskey, MI 49770
Central Park Conservancy
14 East 60th Street
New York. NY 10022
1 33022855
501(c)(3)
350.000 00
NIA
NIA
in memory of Sandra Shepard
Institute for Energy Research
1100 H Street. NW
Suite 400
Washington. DC 20005
76-0149778
501E)l)
$6-4.000 00
NIA
for general operations
Grassroot Institute of Hawaii
335 Merchant Street
#3377
99-0354937
501(c)(3)
$1,117 76
togeneral operations
Honolulu. HI 96501
Center for Class Action Fairness
1718 M St NW
#236
45-5119142
501l)()
$0 00
$203,293 35 Book
One-hundred percent
ownership Interest in a limited
liability company_
for general OEEIBUODS
Washington. DC 20036
Philanthropy Rouncltable
1730 M Street, NW
Suite 601
Washington. DC 20036
1 34943020
501(c)(3)
$100 00
NIA
for general operations
Becket Fund for Religious Liberty
3000 K Street. NW
Suite 220
52- 1 858532
501
$200 00
NIA
for general operations
Washington, DC 20007
Foundation for Economic Education
30 South Broadway
13-6006960
501(c)(3)
$250 00
lorgeneral operations
Irvington-on-Hudson. NY 10533-2529
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0083
Donors Trust, Inc 52-2166327 50
I. Grants to Organizations and lndviduals in the U S .
Part II. Grants to Organizations and Governments in the U.S.
la) lb) (6) If) (9) (I1)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other) .
Atlas Economic Research Foundation I
1201 L Street, NW
2nd Floor
Washington. DC 20005 94-2763845 501(c)(3) 51,000 00 for general operations
GMU Foundation
Department of Economics. Enterprise Hall
George Mason University
Fairfax. VA 22030 54-1603842 501(c)(3) $1,000 00 for general operations
Spark Freedom
605 Long Branch Road
Lancaster. TN 38569 2748274143 501(c)(3) 310.000 00 for general operations I
Sutherland Institute
Gateway Tower West Building
15 West South Temple. Suite 200
Salt Lake City, UT 84101 870531727 501(c)(3) $200.000 00 for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108 570952531 501(c)(3) $450 00 for general operations
Freedom Foundation I
PO Box 552
Olympia. WA 98507 94-3136961 501(c)(3) $1,000 00 for general operations
3007 P Street. NW
Judicial Education Project
Washington. DC 20007 20-2466871 501(c)(3) $50,000 00 for general operations I
Illinois Policy Institute
190 South Lasalle Street
Suite 1630 .
Chicago. IL 60603 41-2057028 501(c)(3) 37.500 00 for general operations
l
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0084
Donors Trust. Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organlzatlons and Governments In the U.S.
la) lb) (0) Id) (6) (fl (9) lb)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of .
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance .
other) ..
Judicial Education Project
3007 P Street. NW
Washington, DC 20007 20-2466871 525.000 00 NIA NIA tor general operations
PIOJECI Llberty. Inc
Computer equipment for I
109 North Henry Street
Alexandna. VA 22314-2903 27-3542181 501(c)(3) $0 00 51.421 15 Book Equijmnet CCAP program
Caesar Rodney Institute
PO Box 795
Dover. DE 19903-0795 26-2176691 501(cl() $50,000 00 NIA tor general operations
Project Liberty, Inc one-hundred percent
ownership Interest in a limited
109 North Henry Street
Alexandna. VA 22314-2903 27-3542181 501 $0 00 $262,020 19 Book |iabiIity_company CCAP LLC for CCAP program
Hillsdale College
33 East College Street
Hillsdale, MI 49242 36-1374230 501(c)(3) $1.000 00 foLqeneral operations I
The Field
75 Maiden Lane I
in support of Andrew
Suite 906
New York. NY 10038 13-3357408 501(c)(3) $2.000 00 Richards work .1
Museum of Mathematics .
134 West 26th Street I
I
Suite 45
New York, NY 10001-6803 27-1450809 52.400 00 NIA NIA forjeneral operations ii
Grassroat Institute of Hawaii
335 Merchant Street I
I
83377
Honolulu. HI 96801 99-0354937 $5,056 46 NIA for general operations .
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0085
Donors Trust, Inc 52-2166327 62
I. Grants to Organizations and Indviduals in the U S
Part II. Grants to Organlzatlons and Governments In the U.S.
(C) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of II
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Operation American Patriot
Banner Health Olive Branch Center. OAP Suite
11250 North 107th Avenue
Sun City, AZ 85351 45-1530520 501(c)(3) $10,000 00 for general operations
Great Lakes Eduoatlon Foundation
PO Box 27503
Lansing, MI 48909-7503 27-4901408 501(c)(3) $50,000 00 for general operations I
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004 8643597661 501(c)(3) $1,000 00 for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999 23-7327730 501(c)(3) $1,000 00 for the President's Club
Independent Institute
100 Swan Way
Oakland. CA 94621-1428 943008370 501(c)(3) 51.000 00 for general operations
Pacic Research Institute for Public Policy
One Embarcedero Center
Suite 350 G
San Francisco. CA 94111 94-2528433 501(c)(3) $1.000 U0 NIA for general operations
Grassroot Institute of Hawaii
335 Merchant Street 1
#3377 .
Honolulu, HI 96801 99-0354937 501(c)(3) $1,117 76 for general operations
National Legal 8. Policy Center .
107 Park Washington Court 7
Falls Church. VA 22046 52-1750188 501(c)(3) 51.500 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0086
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S
Part II, Grants to Organizations and Governments In the U.S.
(ai
Name and Address of
Organization or
Government
(bi
EIN
(C)
Amount of
Section if Cash Grant
Applicable
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3) $2.000 no
NIA
for instituto de Libertad y
Desarrollo
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
9447633845
501(c)(3) $5,000 oo
for general operations
Hudson Institute
1015 15th Street, NW
6th Floor
Washington, DC 20005-2705
13-1945157
501(c)(3) oo
NIA
for general operations
institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3) $5,000 on NIA
NIA
NIA
for general operations
Intercollegiate Studies Institute
3901 Centerville Road
Wilmington. DE 19807-1938
23-6050131
501(c)(3) $5,000 00
NIA
for general operations
Jerusalem institute for Market Studies
9728 South Crescent View Drive
Boynton Beach, FL 33437
20-0105601
501(c)(3) no
NIA
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3) $5,000 oo NIA
NIA
NIA
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3) 55,000 on NIA
NIA
NIA
for general operations
63
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0087
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U 5
Part II, Grants to Organlzatlons and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(ft
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
National Center tor Policy Analysis
12770 Coil Road
Suite 800
Dallas, TX 75251-1339
751 804932
501(c)(3)
$5,000 00
in support of John Goodman's
work
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
55.000 00
for general operations
East Fomm
1500 Walnut Street
Suite 1050
Philadelphia. PA 19102
23-7749796
501(c)(3)
510,000 00
for general operations
Project Liberty, Inc
109 North Henry Street
Alexandria, VA 22314-2903
27-3542181
501(c)(3)
$15,000 00
for Supply Side Project
World Monuments Fund
350 Fifth Avenue
Suite 2412
New York, NY 10118
13-2571900
501(c)(3)
$25,000 00
for general operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartlord, CT 06108
52-1358144
501(c)(3)
$90,000 00
for general operations
NFIB Small Business Legal Center
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1 570449
501(c)(3)
$335,000 00
for general operations
Committee for a Constructive Tomorrow
PO Box 427
Berryvilla. VA 22611
52-1462893
501(c)(3)
$99,950 00
to support the promotion of
environmental and energy
education
64
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0088
Donors Trust, Inc 522166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Cato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$200 00
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$200 00
NIA
for general operations
Heartland Institute
One South Wacker Drive
Suite 2740
Chicago. IL 60606
3645309812
501(c)(3)
$250 00
for general operations
Independent Institute
100 Swan Way
Oakland. CA 94621-1428
946008370
501(c)(3)
$250 00
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles, CA 90230-6316
95-3298239
501(c)(3)
$250 00
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$500 00
for general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
Sulte 400
Washington. DC 20009
1 3-622 3604
501(c)(3)
$500 00
for general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington, VA 22201
94-1623652
501(c)(3)
$500 00
NIA
for general operations
65
Schedule I (Form 990 or 990-EZ) 2012
II.
CITIZENAUDIT.ORG PAGE #0089
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S ,1
Part II. Grants to Organlzatlons and Governments In the U.Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance ii
other)
PERC l
2048 Analysis Drive
Suite A
Bozaman, MT 59716 81-0393444 501(c)(3) $500 00 for general operations I
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005 944763845 501 $1.000 00 for general operations
PERC
2048 Analysis Drive
Suite A
Bozeman, MT 59718 81-03934-44 501(c)(3) $1,000 00 for general operations
Institute for Justice
901 North Glebe Road 1
Suite 900
Arlington, VA 22203-1654 52-1744337 501(c)(3) $2,500 00 for general operations 1
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221 36-3235550 501(c)(3) $20,000 00 for general operations i
NFIB Small Business Legal Center
1201 F Street, NW
Suite 200
Washington, DC 20004 62-1570449 501(c)(3) $50,000 00 for general operations
Committee for a Constnictive Tomorrow 1
Po Box 427 for the Environmental
Berryville, VA 22611 52-1462893 501(c)(3) 5500.000 00 Education Fund ii
Committee for a Constructive Tomorrow
PO Box 427 for the Environmental
Berryville, VA 22611 52-1462893 501(c)(3) 5500.000 00 Education Fund
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0090
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U 5
Part II. Grants to Organlzatlons and Governments in the U.S.
la)
Name and Address of
Organization or
Government
EIN
RC
ction f
plicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Committee for a Constructive Tomorrow
PO Box 427
52-1462893
501(c)(3)
000
for the Environmental
Education Fund
Berrille, VA 22611
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
01(c)(3)
000
for general operations
Americans lor Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
000
for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94476384 5
501(c)(3)
$1.000 00
for general operations
Independent Institute
100 Swan Way
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$1,000 00
for general operations
Mercatus center. GMU
George Mason University
3351 North Feirfax Drive. 4th Floor
Arlington, VA 22201-4433
54-1436224
501(c)(3)
.000 00
for general operations
Salvation Army
PO Box 14189
Cincinnati, OH 45250
22-2406433
501(c)(3)
$1,000 00
NIA
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington. VA 22209-3108
57-0952531
01(c)(3
.000 00
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0091
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U 5
Part II. Grants to Organlzatlons and Governments In the us.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Institute for Justice
901 North Glebe Road
Suite 900
VA 22203-1854
52-1744337
501(c)(3)
$1,200 00
for general operations
Institute for Humane Studies
3351 Fairfax Drive
MSN 1C5
Arlington, VA 22201
94-1623652
501(c)(3)
$1,500 00
for ggeral operations
Foundation for Economic Education
30 South Broadway
Inririgtoncn-Hudson, NY 10533-2529
1 36006960
501(c)(3)
$2,000 00
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
1312912529
501(c)(3)
$2,250 00
NIA
for general operations
Acton Institute
98 East Fulton Street
Grand Rapids, MI 49503
38-2926822
$2,500 00
for eral operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009
13-6223604
501 (cI(3)
$2,500 00
for general operations
University of Arizona Foundation
PO Box 210027
Tucson, AZ 85721-0027
86-6050366
501(c)(3)
$3,000 00
for the Center for the
Philosophy of Freedom
International Foundation for Research in
Experimental Economics
2122 East camino El Ganado
Tucson, AZ 85718
86-0879713
501(c)(3)
$4,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
68
CITIZENAUDIT.ORG PAGE #0092
Donors Trust, Inc 52-2166327
I, Grants to Organizations and in the U.S
Part II, Grants to Organlzatlons and Governments In the u.s.
Name and Address of
Organization or
Government
Intelligence Squared U 5 Foundation
590 Madison Avenue
30th Floor
New York, NY 10022-8547
(bl
EIN
274022579
(6)
IRC
Section if
Applicable
501(c)(3)
ld)
Amount of
Cash Grant
$5,000 00
(9)
Amount of
Non-Cash
Assistance
(1)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
of
Non-Cash
Assistance
NIA
Purpose of
Grant or
Assistance
for general operations
PERC
2048 Analysis Drive
Suite A
Bozeman, MT 59718
81 -0393444
501(c)(3)
$5,000 00
NIA
for general operations
Metanexus lnstitute
328 8th Avenue
Suite 145
New York, NY 19103-1000
23-2977021
$6.000 00
NIA
for general operations
American Museum of Natural History
Central Park West at 79th Street
New York. NY 10024-5192
13-6162659
$7,500 00
(or Richard Milners research
The Science Network (Salk Institute - CNL)
10010 N Torrey Pines Rd
La Jolla, CA $2037
810639470
501(c)(3)
$8,000 00
for general operations
Manhattan Institute for Pollcy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
$10,000 00
lor general operations
PERC
2048 Analysis Drive
Suite A
Bozeman. MT 59718
81-0393444
$10,000 00
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23-7432162
501
$13,333 00
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0093
Donors Trust_i'nc 52-2166327
l, Grants to Organizations and lndviduals in the U 8
Part ll, Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
section it
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Santa Fe Institute
1399 Hyde Park
Santa Fe, NM 87501
B5-0325494
$25,000 00
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW
Floor 12
Washington, DC 20036-3804
52-1351785
501(c)(3)
$60,000 00
for general operations
Committee for a Constnictiva Tomorrow
PO Box 427
Berqville, VA 22611
5244628931
$499,900 00
for the Environmental
Education Fund
Institute for Educational Advancement
625 Fair Oaks Avenue
Suite 285
South Pasadena. CA 91030-5836
95-4695696
501(c)(3)
$650,000 00
for scholarships
Bill of Rights lnstituta
200 North Glebe Road
Suite 200
Arlington, VA 22203
48-0891418
501(c)(3)
$250 00
for general operations
Gun Owners Foundation
8001 Forbes Place
Sulta 102
Springeld, VA 22151
5242973160
501(c)(3)
$250 00
for general operations
Institute for Humane Studies
3351 Falrfax Drlva
MSN 1C5
Arlington, VA 22201
94-1623852
501(c)(3)
$250 00
for general operations
Reason Foundation
5737 Mesmer Avenue
Los Angeles. CA 90230-6316
95-3298239
501(c)(3)
$250 00
for general operations
70
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0094
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Pan ll. Grants to Organlzations and Governments in the U.S.
Name and Address of
Organization or
Government
lb)
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
lf)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503
38-2926822
501(c)(3)
$500 00
for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington. DC 20036
530218495
501(c)(3)
$500 00
for general operations
Heartland
One South Wacker Drive
Suite 2740
Chicago, IL 60606
36-3309812
501(c)(3)
$500 00
NIA
for general operations
Marijuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501(c)(3)
$500 00
for general operations
National Right to work Legal Defense
Foundation. Inc
8001 Braddock Road
smigneia_vA 22150-uouz
59-1588625
501(c)(3)
$500 00
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
51.000 00
for general operations
Foundation for Economic Education
30 South Broadway
Irvington-on-Hudson. NV 10533-2529
13-6006960
501(c)(3)
$1,000 00
NIA
for general operations
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
38-1 374230
501(c)(3)
$1,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2012
71
CITIZENAUDIT.ORG PAGE #0095
Donors Trust. Inc 52-2166327
l. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments In the us.
(6)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
(dl
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Institute for Justice
901 North Gleba Road
Suite 900
Arlington. VA 22203-1854
524744337 501(c)(3)
32.000 00
for general operations
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington. DC 20005
94-2763845 501(c)(3)
$2,500 00
for general operations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203
45-oa9141a 501(c)(3)
$5,000 00
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403
23-7432162 501(c)(3)
$5,000 00
for general operations
Fund for American Studies
1706 New Avenue. NW
Suite 400
Washington. DC 20009 13-6223604
501(c)(3)
$5,000 00
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999 23-7327730
501(c)(3)
35.000 00
for general operations
National Center for Policy Analysis
12770 Gait Road
Suite 800
Dallas. TX 75251-1339 75-1004932
501(c)(3)
$5.000 00
for general operations
President and Fellows of Harvard College
79 John F Kennedy Street
Taubman 306
Cambridge. MA 02138
04-2103580 501(c)(3)
35.000 00
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0096
Donors Trust, Inc 52-2166327 73
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments In the U.S.
(3) (C) id) (6) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Home School Foundation
PO Box 1152 for the Homeschool Freedom
Purcellville, VA 20134 524354365 501(c)(3) $10,000 00 Fund
institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1054 52-1744337 501(c)(3) $10,000 00 for general operations
Massachusetts General Hospital - infectious
Disease Division
University Park, 65 Lendsdowne St, Rm 419 for such work as Martin S
Cambridge. MA 02139 04-1564655 501(c)(3) $10,000 00 Hirsch, MD may specify
Moving Picture Institute
375 Greenwich Street
New York, NY 10013 20-3237801 501(c)(3) $10,000 00 for the Pups ot Liberty Project
Rockefeller University
1230 York Avenue
New York. NY 10021 1346241158 501(c)(3) $10,000 00 for general operations
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington, DC 20009 13-6223604 501(c)(3) $11,000 00 for general operations
Young America's Foundation
110 Elden Street
Hemdon, VA 20170-4891 23-7042029 501(c)(3) $11,000 00 for general operations
Conservative Agenda Project
1025 Thomas Jeflerson Street, NW
Suite 110 G
Washington, DC 20007 26-4029303 501(c)(3) $15,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0097
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
(bl
EIN
IRC
Section it
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
74 d
(9) l
Description of Purpose of
Non-Cash Grant or i
Assistance Assistance
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 200024999
23-7327730
501(c)(3)
$15,000 00
for the area of highest need
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400
Washington. DC 20009
13-6223604
501(c)(3)
325.000 00
for the area of highest need
Committee for a Tomorrow
PO Box 427
Berryville, VA 22611
52-1462893
501(c)(3)
$35,500 00
for the Board Project I
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$66,000 00
to support journalism talent
Illinois Policy Institute
190 South Laselle Street
Suite 1630
Chicago, IL 60603
41-2057028
501(c)(3)
$75,000 00
for general operations
Institute for Faith. Work, 8. Economics
8400 Westpark Drive
Suite 100
McLean. VA 22102
45-2481867
501(c)(3)
$560,000 00
for general operations
Cause of Action
1919 Avenue NW
Suite 650
Washington, DC 20006
452805977
501(c)(3)
$950,000 00
for general operations ll
Marijuana Policy Project Foundation
PO Box 77492
Washington. DC 20013
52-197521 1
501(c)(3)
$2,500 00
for general operations i
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0098
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S
Part II. Grants to Organlzatlons and Governments In the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Drive
Arlington, VA 22201
54-1603842
501(c)(3)
$10,000 00
NIA
NIA
NIA
for general support of the Law
8 Economics Center
Oakland Rotary Endowment
1736 Franklin Street
Oakland, CA 94612
94-2434641
501(c)(3)
$20,000 00
NIA
NIA
NIA
to further programs
Conservative Agenda Project
1025 Thomas Jefferson Street. NW
Suite 110 G
Washington, DC 20007
26-4029303
501(c)(3)
$48,000 00
NIA
for general operations
Fund tor Amarlcan Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009
13-6223604
501(c)(3)
$75,000 00
NIA
NIA
for general operations
Parents In Charge Foundation
9900 Main Street
Suite 303
Fairfax. VA 22031-3907
54-2024931
501(c)(3)
$90,000 00
NIA
NIA
for general operations
Morristown Memorlal Health Foundation
475 South Street
First Floor
Momstown, NJ 07960
2245392808
501(c)(3)
3100.000 00
NIA
to support the Center for
Advanced Medicine at the
Momstown Memorial Hospital
Rancho Clelo
PO Box 6948
Salinas, CA 93912
77-0555859
501(c)(3)
$100,000 00
NIA
NIA
to further programs
Atlas Economic Research Foundation
1201 L Street. NW
2nd Floor
Washington, DC 20005
942763845
501(c)(3)
5125.000 00
NIA
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2012
75
CITIZENAUDIT.ORG PAGE #0099
Donors Trust, Inc. 52-2166327 76
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizatlons and Governments In the U.S.
la) (43) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Gun Owners Foundation
8001 Forbes Place
Suite 102
Springeld, VA 22151 52-1297360 501(c)(3) $5,000 00 for general operations
Hentaga Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $5,000 00 for general operations
Yellowstone Park Foundation
222 East Main Street for the evaluation and
Suite 301 protection of cutthroat trout in
Bozeman, MT 59715 83-0311166 501(c)(3) $45,000 00 Slough Creek
Moving Picture Institute
375 Greenwich Street
New York, NY 10013 20-3237601 501(c)(3) $50,000 00 for general operations
Discovery Institute
1511 Third Avenue. Suite 808
Seattle, WA 98101 91-1521697 501(c)(3) $250,000 00 for general operations
Buckeye Firearms Foundation
15 West Winter Street
Delaware, OH 43015 26-1239294 501(c)(3) $10,000 00 for general operations
Project Liberty. Inc
109 North Henry Street
Alexandria, VA 22314-2903 27-3542181 501(c)(3) $565,749 41 NIA for and SSP programs
Schedule I (Form 990 or 990-EZ) 2012
CITIZENAUDIT.ORG PAGE #0100
Schedule I (Form 990) (2012)
52-2166327 Page 2
Donors Trust, Inc .
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22.
Part can be duplicated if additional space is needed.
Type ol grant or assistance
Number of (1) Description of non-cash assistance
recipients
Amount of
non cash assistance
Method of valuation (book,
Amount of
FMV, appraisal, other)
cash grant
7
art |SuppIementa| Information. Complete this part to provide the information required in Part I, line 2, Part column and any other
I
Pt
additional informationLine
Line
Line
Line
2
2
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eLny_t_y_p p_o_l_i gi_ta; _agi_v_i
BAA
Schedule I (Form 990) (2012)
TEEA3902 1 /0Zl13
CITIZENAUDIT.ORG PAGE #0101
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SCHEDULE J
(Fonn 990)
Complete if the organization answered Yes to Fonn 990, Part IV, line 23.
Depadmem he Treaswy P Attach to Form 990 See separate instructions
Internal Revenue Service
OMB No 1545-0047
2012
Open to Public K
Inspection
Name of the organization
Donors Trust, Inc. 52'2l66327
[art I Questions Regarding Compensation
Employer identication number
1 a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line Ia. Complete Part to provide any relevant information regarding these items.
D First-class or charter travel
Travel for companions
EIHOUSIHQ allowance or residence for personal use
[:]Payments for business use of personal residence
|:|Tax indemnification and gross-up payments :]Hea|th or social club dues or initiation fees
Discretionary spending account DPersona| services maid, chauffeur, chef)
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If No, complete Part to explain
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line la?
3 Indicate which, if any, of the following the tiling 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
I establish compensation of the CEO/Executive Director, but explain in Part
I Compensation committee Dwritten employment contract
D Independent compensation consultant Dcompensation survey or study
E Form 990 of other organizations E|Approva| by the board or compensation committee
4 During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the tiling organization
or a related organization:
a Receive a severance payment or change-of-control payment?
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement?
If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
I 5 For persons listed in Form 990, Part VII, Section A, line Ia, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization?
b Any related organization?
If Yes to line 5a or 5b, describe in Part
6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization?
b Any related organization?
If 'Yes' to line 6a or 6b, describe in Part
For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed
payments not described in lines 5 and 6? If 'Yes,' describe in Part
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception described in Regulations section 53
If 'Yes,' describe in Part . .
9 If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section 53 49586(c)?
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule J (Form 990) 2012
Yes CITIZENAUDIT.ORG PAGE #0102
Schedule J (Form 990) 2012
Donors Trust,
52-2166327 P399 2
|?art II Officers, 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 and from
row Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, applicable columns (D) and (E) amounts for that individual
related organizations, described in the instructions on
(A) Name and Title
(B) Breakdown of W-2 and/or 1099-MISC compensation
(I) Base
compensation
(ll) Bonus and
incentive
compensation
Other
reportable
compensation
(E) Total of
columns(B)(i)
(F) Compensation
reported as
deferred in prior
Form 990
(C) Retirement
and other
deferred
compensation
(D) Nontaxable
benefits
Whitney L Ball
1 President CEO
(ii)
0.
0.
228,_250. 0.
Jeffrey C.
Zysik
2 CFO. Sec-Treas .
(ii)
0
155,000. 0
0. 0. 0.
_1_9_2_,_500 .
O. 0. 0. 0.
(ii)
(ii)
(ii)
(ii)
(ii)
(5)
(ii)
(ii)
10
(ii)
11
(ii)
12
(ii)
13
(5)
(ii)
14
(ii)
15
(ii)
16
(ii)
BAA
02
12/11/12
Schedule J (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0103
SChedU|e J Donors Trust, Inc_
|P.fafrt] Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines lafor
Part II. Also complete this part for any additional information.
BAA Schedule J (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0104
SCHEDULE M
(Form 990)
Complete if
Fomi
Department ot the Treasury
Internal Revenue Service
990,
Noncash Contributions
Attach to Form 990.
the or anizations answered Yes on
art IV, lines 29 or 30.
OMB No 1545-0047
2012
Open To Public
Inspection
Name of the organization
Donors
Trust, Inc.
Employer identification number
522166327
[Parii
Types of Property
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must
hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt
Art Works of art
Art Historical treasures
Art Fractional interests
Books and publications
Clothing and household goods
Cars and other vehicles
Boats and planes
Intellectual property
Securities Publicly traded
Securities Closely held stock
Securities Partnership, LLC, or trust interests
Securities Miscellaneous
Qualified conservation contribution
Historic structures
Qualified conservation contribution Other
Real estate Residential
Real estate Commercial
Real estate Other
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
Historical artifacts
Scientific specimens
Archeological artifacts
9
rii
-.
V
/x
Check if
applicable
Number of
contributions or
items contributed
Noncash contribution
amounts reported
on Form 990,
Part line lg
Method of determining
noncash contribution amounts
38
6. 470.535.
Averaoe value
Number of Forms 8283 received by the organization during the tax year for contributions for which the
organization completed Form 8283, Part IV, Donee Acknowledgement
purposes for the entire holding period?
b If 'Yes,' describe the arrangement in Part II
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 X
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions?
b If 'Yes,' describe in Part II
33
If the organization did not report an amount in column for a type of property for which column is checked,
describe in Part IIBAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Schedule M (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0105
5ChedU|e M (Form 990) 2012 Donors Trust, Inc. 522166327 Page 2
l'P5Ft Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33,
and whether the organization is reporting in Part I, column the number of contributions, the number of items
received, or a combination of both. Also complete this part for any additional information.
.1: Li_n_e_ 2_b. 9s_e9_t_o_ e_1_1 1_e_ t_i
_T11i_s_ _i _t:1<2 _n11r1o_e_r_9f_ _f_r9rL
33 _d9r_1_r_ en. _a_2a_r:i_c_u; er. 9a_t_e_- _c9ns_i_sE _d_i_fe_rat_
.1: 99119). _s9 <2u_r_i Ei_e e_cize_d_ en. gems. <1a_t9 <2o_n:c
BAA TEEA4602 iziio/12 Schedule M (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0106
O . OMB No 1545-0047
(Form 990 or99o_Ez) Supplemental Information to Form 990 or 990 E2 T1 2
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional infonnation.
Department of the Treasury open to Pubhc
lmemel Revenue semee Attach to Form 990 or 990-EZ. Inspection
Name of the oiganizaiion Employer identication number
Donors Trust. Inc. 52-2166327
.Pl- I. .L_i 119. .3 - - - C.A.P I. .N.P r_ FEB .33_L_i1_1e_ ..13 951129 . . -
.P 1- r. .3- .2 91..PE .V.I. .L.1D .1-.9- U. IQ PE 1.3! .
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.19 - ET. 9133.533; . . .
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-L.j-12 .1_11_ I.N. 599.13 -503! _9.99 .I.5- 91.53 BEEP '39. 5331.Pl .1-.19 - .A._1_11_ -191} B13-E. BEERQEEIBIE . .
.Pl- .11-9 - - I5. F II-.131 . . . . . . . . . . . - -
1- .L.i .1-.113 - -15. 5.33.915 -13-BE .3. - - 21.13. 951.3. . . - -
313 .139.1919 -
.PE .3. 3113. 35.3.1 Z .05 9N.TC.T. - -
.PE .1-.3-E9 .3. - - - EH3. 511093.11. W10. E315. .5. .131- .O.F. -
.93} .L_i.13 .3. - - -. .05 .59 15.539 311E_L_i9 .3. $1133 .111 QELPEE 13.3313 . . . . . - -
.PE .V.I. .3. -R.E. .N.P.5 I. .CP.I- -9C.A -5. - .4. E93.
.3. 95. 3110.53-EMVI, Line 15a THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED
BAA For Paperwork Reduction Act Notice, see the Instiuctions for Fonii 990 or 990-El. Scheduie 0 (Form 990 or 990-E2) 2012
CITIZENAUDIT.ORG PAGE #0107
7 7
R
Schedule 0 (Form 990 or 990-EZ) 2012 Page 2
Name of the organization Employer Idenlicauon number
Donors Trust, Inc. 52-2166327
OF INDEPENDENT BOD MEMBERS THAT APPROVES SALARIES ON AN
Schedule 0 (Form 990 or 990-EZ) 2012
TEEA49D2
CITIZENAUDIT.ORG PAGE #0108
SCHEDULE R
(Form 990)
Department of the Treasury complete it he 019
Internal Revenue Service
Related Organizations and Unrelated Partnerships
anization answered 'Yes' to Form 990, Part IV, line 33, 34, 35, 36, or 37.
Attach to Form 990. See separate instructions.
2012
OMB No 1545-0047
Inspection
Open to Public
Name of the organization
Donors Trust, Inc.
E Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part lV, line 33.)
Employer identication number
Name. address, and EIN (if applicable) of disregarded entity
(C)
Primary activity Legal domicile (state Total income
or foreign country)
End-of-year assets
entity
Direct controlling
_T_rt_1s_t4
__lQ9__IS_H_ei1;y_
Al_e_xarid_r_ia._ ya _2_2l_4
27-0704085
Inactive
MD
Donors Trust. Inc.
$21 Iel_e.r_it
L1_H_eiiriL _St
Al_e_x.a_ir_1d_r_ic1._
270685825
Provide administrative
support services MD
Donors Trust. Inc.
$31 ee_ 9<2n_t_- _&heet_ _fgr_ _Sgh . _Pert_ -
Part II Identification of Related Tax-Exempt Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.)
Name, address, and EIN of related organization
Primary activity
(C) (9)
Legal domicile (state Exempt Code
or foreign country) section
Public chant
(if section 5
(0
Direct controlling
entity
Sec 5l
controlled entity?
Yes
No
.0) D9n_o_r _C_apt_i_t_al Fun<L_ In_c_-
PQ _1_3_Qi
175.223 1.3 Grant making
541934032
MD 50l(c) (3)
509(a) (1) Type 1 so
lIic_-
.199. LI_H_e_n_1:x _S_c
_2_2 1,4 Direct
27-3542181
proqram act ivitv DE.
charitable
501 (3)
509(a) (1) Type 1 so
TEEA5001 12/28} l 2
Schedule R (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0109
Continuation Sheet for Schedule R
2012
Continuation Page 1 of 1
Name at ling organlzallon
Trust
Inc.
[lia'f;t1l| Continuation of Identification of Disregarded Entities
Employer identication number
Name. address. and EIN (if applicable) of disregarded entity
(A)
(B) (C)
Primary activity Legal domicile (state
or foreign country)
(0)
Total income
(E) (F)
End-of-year assets Direct controlling
entity
_Cen_tsr_5 LLC
109 N Henry
_A;ex_ac1r_iL Research, writing.
27-0949511
educational MD
Donors Trust, Inc.
CCAF LLC
45-1054185
I-iti9ati0n in the
public interest DE
Donors Trust, Inc .
12/28/12
Schedule R Cont (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0110
Schedule R (Form 990) 2012 Donors Trust, Inc. 52-2166327 Page 2
,pa,.t I Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.)
(C) (9)
Name, address, and EIN of Primary activity Legal Direct Predominant income Share of total Share of Dispropor- Code V-UBI General or Percentage
related organization domicile controlling (related, unrelated, income end-of-year tionate amount in box managing ownership
(state or entity excluded from tax assets allocations? 20 of Schedule partner?
foreign under sections K-l (Form
country) 512-514) Yes No 1065) Yes No
part W Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered 'Yes' to Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(3) (C) (8) (0 (9)
Name, address, and EIN of related organization Primary activity Legal domicile Direct Type of entity Share of Share of end-ol- Percentage Sec 5l2(b)(13)
(state or foreign controlling (C corp, S corp, total income year assets ownership controlled entity?
country) entity or trust) Yes No
BAA TEEA5002 12/23/12 Schedule R (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0111
Schedule R (Form 990) 2012 Donors Trust, Inc.
Part V Transactions With Related Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, he 34, 35b, or 36.)
52-2166327
Note. Complete line 1 if any entity is listed in Parts ll, or lV 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 ll-IV?
Receipt of interest (ii) annuities royalties or (iv) rent from a controlled entity
Gift, grant, or capital contribution to related organization(s)
Gift, grant, or capital contribution from related organization(s) . .
Loans or loan guarantees to or for related organization(s)
Loans or loan guarantees by related organization(s)
-.-
Dividends from related organization(s)
g Sale of assets to related organization(s)
h Purchase of assets from related organization(s)
i Exchange of assets with related organization(s) .
i Lease of facilities, equipment, or other assets to related organization(s)
k Lease of facilities. equipment, or other assets from related organization(s)
I Performance of services or membership or fundraising solicitations for related organization(s)
m Performance of services or membership or fundraising solicitations by related organization(s) .
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
o Sharing of paid employees with related organization(s)
p Reimbursement paid to related organization(s) for expenses
q Reimbursement paid by related organization(s) for expenses . .
r Other transfer of cash or property to related organization(s) .
5 Other transfer of cash or property from related organization(the answer to any of the above IS 'Yes,' see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
Name of other organization Transaction Amount involved
type
Method of determining
amount involved
(1) - No controlled entities as defined by IRC sec 512 (13)
(2)
(3)
(4)
(5)
(5)
BAA TEEA5003 l2/28Il2
Schedule R (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0112
Schedule R (Form 990) 2012 Donors Trust,
52-2166327 Page 4
Part VI Unrelated Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to 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 activities (measured by total assets or gross
revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
Name. address, and EIN of entity
Primary activity Legal domicile
(state or foreign
Predominant
income
(related, unre-
Iated, excluded
from tax under
section 512-514)
Are all partners
section
501(c)(3)
organizations?
Yes
No
Dispropor-
tionate
allocations?
Yes
No
Code V-UBI General or Percentage
amount in box managing ownership
20 of Schedule partner?
K-l
Form (1065)
Yes No
TEEA5004
Schedule R (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0113
52-2166327 Page 5
Schedule R (Form 990) 2012 Donors Trust, Inc,
Illiift VII Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R
(see instructions).
BAA TEEASOOS 12/28/12 Schedule R (Form 990) 2012
CITIZENAUDIT.ORG PAGE #0114
Donors Trust, Inc.
52216632377
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 1 (continued)
Briefly describe the organization's mission:
PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH,
ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE .
Schedule O (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 4d (continued)
Describe the organization's program service accomplishments for each of its three largest program
services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to
report the amount of grants and allocations to others, the total expenses, and revenue, if any, for
each program service reported.
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Description: DAN SEARLE FELLOWSHIPS IN ECONOMICS (DSEFP) .
332, 311 . FELLOWSHIP FUNDS ARE AWARDED T0 UNIVERSITIES FOR NEWLY
307,500. MINTED PHDS INTERESTED IN SPENDING TWO YEARS AS POST-
0. DOCTORAL RESEARCH ASSISTANCE. 7 7
Description: THE SUPPLY SIDE PROJECT (SSP) .
503, 049. THE SUPPLY SIDE PROJECT DEVELOPS AND ADVANCES
391,482. FUNDAMENTAL MARKET-BASED REFORM PROPOSALS FOR
0 . SOCIAL SECURITY, MEDICADE, MEDICARE, WELFARE AND
HEALTH CARE. SSP WAS TRANSFERRED TO A SUPPORTING
ORGANIZATION DURING 2012 .
Description: CENTER FOR CLASS ACTION FAIRNESS (CCAF) . CONTRACTS WITH
553, 362 . ATTORNEYS TO PROVIDE PRO BONO REPRESENTATION OF CONSUMERS,
203,293. SEEKS TO INCREASE NET AWARDS TO CLASS MEMBERS THROUGH
10, 000 . OBJECTIONS TO SETTLEMENTS PRODUCING EXCESSIVE FEES .
ADDITIONAL GOAL IS REDUCTION OF MERITLESS SUITS
AS ATTORNEYS AWARENESS OF WATCHDOG ROLE INCREASES .
ESTABLISHED AS FREE STANDING 501 (C) (3) DURING 2012 .
Description: TALENT MARKET (TM) . A FREE TALENT RECRUITMENT PROGRAM
128, 502. AVAILABLE TO CHARITIES WHOSE MISSIONS ALIGN WITH
0. CHARITABLE MISSION.
O .
Description: NEW PHILANTHROPY STUDIES (NPS) . THE PROJECT FOR NEW PHILANTHROPY
137 837 . STUDIES ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING
13 1 7 56 . To BETTER UNDERSTAND THE ROLE or VOLUNTARY ACTION AND PHILANTHROPY IN
0 . ACHIEVING SOCIAL COOPERATION AND DISTRIBUTION or PRIVATE AND PUBLIC GOODS .
NPS WAS TRANSFERRED TO A FREE STANDING ORGANIZATION DURING 2012 .
Description: MISCELLENOUS PROGRAM ACTIVITY EXPENDITURESCITIZENAUDIT.ORG PAGE #0115
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 9/Noncash
Description Amount
Marketable securities 6,470,535.
Total
6, 470,535.
Supporting Statement of:
Form 990 p 9/Line 2 Rev Excl from Tax4
Description Amount
Previous year audit adjustment 13,925.
Total
13, 925.
Supporting Statement of:
Form 990 p 11/Line 11, column (A)
Description Amount
Various publicly traded secrurities 5,426, 007.
Total 5,426,007.
Supporting Statement of:
Sch. B, page 2 (Copy 1)/Contribution amount-3
Description Amount
Cash 2,600,665.
Marketable securities 1, 729, 695 .
Total 4,330,360.
Supporting Statement of:
Sch. B, page 2 (Copy 2)/Contribution amount-2
Description Amount
Cash 166, 455 .
Marketable securities 1, 559, 443 .
Total 1,725,898.
CITIZENAUDIT.ORG PAGE #0116
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Sch. B, page 2 (Copy 2)/Contribution amount4
Description
Amount
Cash
Marketable securities
600,000.
50147.
Total
1, 106, 947.
Supporting Statement of:
D, page 2/Part V, line le col
Description
Amount
Direct program expenses
1,712,039.
Total
1,712,039.
Supporting Statement of:
D, page 2/Part V, line le col
Description
Amount
Program related direct expenses
1,912,824.
Total
1,912,824.
Supporting Statement of:
D, page 2/Part V, line le col
Description
Amount
Program related direct expenses
976,327.
Total
976,327.
Supporting Statement of:
D, page 2/Part V, line 1e col
Description
Amount
Program related direct expenses
1,103,256.
Total
1,103,256.
CITIZENAUDIT.ORG PAGE #0117
Donors Trust, Inc. 522166327
Supporting Statement of:
D, page 4/Part XI, Line 4b
Description
Amount
expense reduction for book gurposes
10,000.
Total
10, 000.
CITIZENAUDIT.ORG PAGE #0118
5
l
Additional Information For Tax Return
.5
Donors Trust, Inc. 52-2166327
Form 990 p 6: Line 17-2
See Schedule 0 for list of states.
|
| 2011/12 |
990-EO |
2012/12 |
|
SCANNED DEC 1 8 2811?}
OMB No 1545-0047
Form 1
Return of Organization Exempt From Income Tax
Under section 501 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
Department 0' the Treasury The organization may have to use a copy of this return to satisfy state reporting requirements
Internal Revenue Service
Inspection
Open to Public
A For the 2011 calendar year, or tax year beginning .2011, and ending
8 Check it applicable C Name of organization Donors Trust Inc . D
Address change Doing Business Name change Number and street (or PO box if mail IS not delivered to street addr) Roomlsuite E Telephone number
Initial return 109 North Henry Street (703) 535-3563
-I-e,m,na,ed City, town or country State ZIP code 4
Amended return Alexandria VA 22314-2903 G Gross receipts 48,820, 998.
D App|.ca1.on pend"-ig F Name and address of principal officer
I-l(a) Is this a group return for affiliates7 yes No
H(b) Are all affiliates included yes I No
Whitney L. Ball 109 North Henry Street Alexndria VA 22314 H No attach a (See
I Tax-exempt status El 501(c)(3) I 50l(c) (insert no) Il4947(a)(l)or H 527
J Website: . donorstrust . org
K Form of organization Ecorporalion Trust H Association
I-t(c) Group exemption number
I L Year of Formation 1 9 9 9 TM State of legal domicile VA
Other
[Part I I Summary
1 Briefly describe the organization's mission or most significant activities.
o Ll" 5110994 EDQCBI EAREE E1111 BEE. 1111.?
E DLE. E1111 IQ
E 9113.? 911 B1113. BED.
3 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets.
3 3 Number of voting members of the governing body (Part VI, line 1a) 3 5
., 4 Number of independent voting members of the governing body (Part VI, line lb) 4 4
:3 5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) 5 8
-f 6 Total number of volunteers (estimate if necessary) 6 O
7a Total unrelated business revenue from Part column (C), line 12 . 7a 0 .
b Net unrelated business taxable income from Form 990-T, line 34 . . 7b
Prior Year Current Year
0 8 Contributions and grants (Part line 1hProgram service revenue (Part line 2gInvestment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and He)
12 Total revenue add lines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Part IX, column (A), lines 1-3) 22, 217 277 . 29L722L017 .
14 Benefits paid to or for members (Part IX, column (A). line 4)
m 15 Salaries, other compensation employee benefits (Part IX, column (A), lines 5-10) 572, 225 . 631 296 .
16a Profes isingfees Part IX, column (A), line He)
3 iotal @bJ t IX, column (D), line 25enses (Part |X,c (A), lines11a-11d,11f-24e) 2,275,825. 1,811,554.
18 tal expens s.o3.dQ11n3s1 - (must equal Part IX, column (A), line 25) 25, 065vigl ssexexpenseg Iine18fromIine12 4,502,300. 7,962,575.
58 gig Beginning of Current Year End of Year
g 20 ot $91539 e16) 18,409,511. 26,128,041.
~33 21 (Part X, Ilne 26) 14,401. 110,372.
55 22 Net assets or fund balances Subtract line 21 from line LPartll lsigture Block L
Under penalties of periury. I declare -
. - ing schedules and statements, and to the best of my knowledge and belief. it is true, correct. and
complete eclaration of preparer (o w - preparer has any knowledge
fr
I 1197?! as
- Date
Sign V
Hefe L. Ball, resldent CEO
Type or print name and title
preparer: name Preparer's signature Date check D ,f
self-employed
Preparer Firm's name
Use Firm's address Firm's EIN
Phone no
May the IRS discuss this return with the preparer shown above? (see instructions)
BAA For Paperwork Reduction Act Notice, see the separate instructions.
Yes H No
Form 990 (2011)
317 /1
TEEA0101 07/05/11
CITIZENAUDIT.ORG PAGE #0003
Form 990 (2011) Donors Trust, Inc.
I Statement of Program Service Accomplishments
52-2166327 Page2
Check if Schedule 0 contains a response to anyguestion in this Part . . . . . W
1 Briefly describe the organization's mission.
.39 E11051 12% E5 .3139 5110. EBLVBIE
.111 r_ I
_S.e_e_F2rr_n yaej _(c9n_tIr_iu2d2
2 Did the organization undertake any significant program services during the year which were not listed on the prior
Form 990 or 990-EZ7 . D Yes No
If 'Yes,' describe these new services on Schedule 0
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? Yes D No
If 'Yes,' describe these changes on Schedule 0
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses
Section 501 and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, if any, for each program service reported
4a (Code )(Expenses 30,003,855. including grants of 29,525, 114. (Revenue 0.)
P511 Q _(P1iEl_ 25505555. L1 9
115. 91913.11" 2111109 EH. LEQQCBI
BE 12 23.51
.111 131: 1.
.7-LNP JLRE EH.
)(Expenses 208,931. including grants of 50.)
NEW PHILANTHROPY STUDIES (NPS) . THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A
483,773. includinggrantsof 24,519.)
4c (Code (Expenses
CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP) .
4d Other program services (Describe in Schedule 0)
(Expenses 1,178 231 . including grants of
4e Total program service expenses 31 87 4 7 90 .
BAA TEEA0102 07/05/11
87,000.)
Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0004
Form990 (2011) Donors Trust, Inc. 522166327 Page3
[Part IV Whecklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If Yes, complete
Schedule the organization required to complete Schedule 8, Schedule of Contributors (see instructionsDid the organization engage in direct or indirect political campaign activities on behalf of or In opposition to candidates
for public office? If Yes, complete Schedule C, Part I 3 X
4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election
in effect during the tax year? If 'Yes,' complete Schedule C, Part II . 4 X
5 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 98-197 If Yes, complete Schedule C, Part /ll 5 X
6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right
to provide advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule D, X
Part I . . . 6
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part II 7 X
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,'
complete Schedule D, Part . 8 X
9 Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X,
or provide credit counseling, debt management, credit repair, or debt negotiation services? If Yes, complete
Schedule D, Part IV 9 X
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,
permanent endowments, or quasi-endowments? If Yes, complete Schedule D, Part V 10 X
11 If the organization's answer to any of the following questions is Yes', then complete Schedule D, Parts VI, VII, 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 Did the organization report an amount for investments other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If Yes, complete Schedule D, Part . 11 b X
c Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part . 11 c X
d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported
in Part X, line 167 If Yes, complete Schedule D, Part IX 11 d X
e Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes,' complete Schedule D, Part X 11 e X
f Did the organization's separate or consolidated financial statements for the tax ear include a footnote that addresses
the organization's liability for uncertain tax positions under F IN 48 (ASC 740)? f Yes, complete Schedule D, Part anization obtain se arate, independent audited financial statements for the tax year? If Yes, complete
Schedule Parts XI, XII, an 12a X
b Was the organtzation included in consolidated, independent audited financial statements for the tax year? If Yes, and
if the organization answered No to line 12a, then completing Schedule D, Parts Xl, and IS optional 12b X
13 Is the organization a school described in section If 'Yes,' complete Schedule E 13 X
14a Did the organization maintain an office, employees, or agents outside of the United States? . 14a X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business, investment, and program service activities outside the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes,' complete Schedule F, Parts Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If Yes, complete Schedule F, Parts II and IV 15 X
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate rants or assistance to
individuals located outside the United States? If 'Yes,' complete Schedule F, Parts Ill and V 16 X
17 Did the organization report a total of more than $15,000 of ex enses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? If 'Yes,' complete Schedule G, art I (see instructions) 17 X
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part
lines 1c and 8a? lf Yes, complete Schedule G, Part II . 18 X
19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If 'Yes,'
complete Schedule G, Part . 19 X
20 aDid the organization operate one or more hospital facilities? If Yes, complete Schedule line 20a, did the organization attach a copy of its audited financial statements to this return? 20b
BAA 01/23/12 Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0005
Form 990 (2011) Donors Trust, Inc. 522166327 Page4
Wart IV lchecklist of Required Schedules (continued)
Yes No
21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part IX, column (A), line 1? If 'Yes, complete Schedule I, Parts and II 21 X
22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part
IX, column (A), line 2? If Yes, complete Schedule I, Parts 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 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last da of the year, and that was issued after December 31, 2002? If 'Yes,' answer lines 24b through 24d and
complete chedule K. If No, 'go to line 25 . 24a X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 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 bondsDid the organization act as an on behalf of issuer for bonds outstanding at any time during the year? 24d
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If 'Yes, complete Schedule L, Part I . 25a X
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or If 'Yes,' complete
Schedule L, Part loan to or by a current or former officer, director, trustee, key emplo ee, highly compensated employee, or
disqualified person outstanding as of the end of the organization's tax year If 'Yes,' complete Schedule L, Part II 26 X
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family membe
of any of these persons? If 'Yes,' complete Schedule L, Part . 27 X
28 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)'
a A current or former officer, director, trustee, or key employee? If 'Yes, complete Schedule L, Part IV 28a X
b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete
Schedule L, Part IV . 28b X
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 . 28c X
29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes, complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If 'Yes, complete Schedule M . 30 X
31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I 31 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 X
33 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 X
34 Was Ithe organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, IV, and V,
line . 34 X
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a X
b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning
of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2 . . 35b X
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If 'Yes, complete Schedule R, Part V, line 2 36 X
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes? If 'Yes, complete Schedule R, Part VI 37 X
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19?
Note. All orm 990 filers are required to complete Schedule 0 38 X
BAA
TEEA0104 01/23/12
Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0006
Form 990 (2011) Donors Trust Inc .
Part V Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response to any question in this Part V
52-2166327
Page 5
Yes No
1a Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1a 63
b Enter the number of Forms W-2G included in line 1a Enter -0- if not applicable 1b 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners? . . 1c X
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-
ments, filed for the calendar year ending with or within the year covered by this return 2a 8
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b X
Note. If the sum of lines la and 2a is greater than 250, you may be required to e-fi/e (see instructions) j
3a Did the organization have unrelated business gross income of $1,000 or more during the yearfiled a Form 990-T for this year? If No, provide an explanation in Schedule 0 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a X
b If Yes, enter the name of the foreign country.
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts
53 Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b X
c If Yes, to line 5a or 5b, did the organization file Form 5c
63 Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible? . 6a X
b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were
not tax deductible 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and
services provided to the payor'Yes,' did the organization notify the donor of the value of the goods or services provided? . 7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file
Form 8282? 7c X
d If 'Yes,' indicate the number of Forms 8282 filed during the year I 7d| 1
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f X
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899
as required? 7g X
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
Form . 7h X
8 Sponsoring organizations maintaining donor advised funds and section 509(aX3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business
holdings at any time during the year? . . 8 X
9 Sponsoring organizations maintaining donor advised funds. j
a Did the organization make any taxable distributions under section 4966? 9a X
b Did the organization make a distribution to a donor, donor advisor, or related person? 9b X
10 Section 501(c)(7) organizations. Enter"
a Initiation fees and capital contributions included on Part line 12 . 10a
b Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b
11 Section 501(c)(12) organizations. Enter
a Gross income from members or shareholders 11 a
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.) 11 b
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year 12b
13 Section 501(c)(29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? 13a
Note. See the instructions for additional information the organization must report on Schedule 0.
b Enter the amount of reserves the organization is required to maintain by the states in
which the organization is licensed to issue qualified health plans 13b
c Enter the amount of reserves on hand 13c
14a Did the organization receive any payments for indoor tanning services during the tax year? 14a X
b If 'Yes,' has it filed a Form 720 to report these payments? If 'No, provide an explanation in Schedule 0 14b
BAA TEEA0105
Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0007
- Form 990 (2011) Donors Trust, Inc. 52-2166327 Page6
|Part lGovernance, Management and Disclosure For each 'Yes' response to lines 2 through 7b below, and for
a No response to line 8a, 8b, or 70b be/ow, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Check if Schedule 0 contains a response to any question in this Part VI .
Section A. GoverningBody and Management
Yes No
1 a Enter the number of voting members of the governing body at the end of the tax year 1a 5
If there are material differences in voting rights among members
of the governing body, or if the governing body delegated broad
authority to an executive committee or similar committee, explain in Schedule 0.
b Enter the number of voting members included in line la, above, who are independent 1b 4
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee or key employee? . 2 X
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person? 3 X
4 Did the organization make any significant changes to its governing documents
since the prior Form 990 was filed? . 4 X
5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 X
6 Did the organization have members or stockholders? 6 X
7a 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? 7a X
b Are any governance decisions of the organization reserved to (or subject to approval by) members,
stockholders, or other persons other than the governing body? 7b X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following
a The governing body? 8a X
b Each committee with authority to act on behalf of the governing bodythere any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If 'Yes, provide the names and addresses in Schedule 0 9 X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
10a Did the organization have local chapters, branches, or affiliates? 10a X
b If 'Yes, did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their
operations are consistent with the organization's exempt purposesHas the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11 a X
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990 j
l 12a Did the organization have a written conflict of interest policy? If No, go to line 13 12a X
b Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts? 12b X
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes, describe in
Schedule 0 how this is done 12c X
13 Did the organization have a written whistleblower policy? 13 X
14 Did the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official . 15a X
b Other officers of key employees of the organization 15b X
If 'Yes' to line 15a or 15b, describe the process in Schedule 0. (See instructions.)
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year? 16a X
b If 'Yes, did the organization follow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements? 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 if applicable), 990, and 990-T (501 only) available for public
inspection Indicate how you make these available. Check all that apply
D Own website El Another's website Upon request
19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial statements available to
the public during the tax year
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization
>Donors Trust 109 N Henr_y St, Alexandria, VA 22314-2903 (703) 535-3563
BAA 01/23/12 Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0008
Form990 (2011) Donors Trust, Inc. 52-2166327 Page7
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule 0 contains a response to any question in this Part VII .
Section A. Officers, Directog, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the
organization's tax year
0 List all of the organization's current officers directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and if no compensation was paid.
0 List all of the organization's current key employees, if any. See instructions for definition of key employee.
0 List the organization's five current hi hest compensated employees (other than an officer, director, trustee, or key employee) who
received reportable compensation (Box 5 of orm W-2 and/or Box 7 of orm 1099-MISC) of more than $100,000 from the organization and any
related organizations
0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations
0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations
List persons in the following order indwidual trustees or dlrectors; institutional trustees; officers; key employees, highest compensated
employees, and former such persons.
H Check this box if neither the organization nor any related organization conygensated any current officer, director, or trustee
(C)
(A) (3) (do not one box,
Name and title AVeFa9e unless person is both an officer Reportable Reportable Estimated
hours and a director/trustee) compensation from compensation from amount of other
Per Week the or anization related or anizalions compensation
Q r Q *5 E: 9-MISCion
related 5 g 3 1 3 3 agld related
0f93nIZa- 72 .. 3 3 E organizations
Q). la_B_a_-1;
President CEO 40.00 X X X 198,584. 0. 19,858.
g2) 9 _D_er_1r1i_s_
Chairman 0.00 X 0. 0. 0.
L3). im_e _P_i_9 e_s_0I_1
Vice Chairman 0.00 X 0. 0. 0.
G). D_4<2f_f
Director 0.00 X 0. 0. 0.
Director 0.00 X 0. O. 0.
_Zyi_k
CFO, SecTreas. 40.00 X X 160,000. 0. 0.
BEL. L113. 13?;
AT THE ORGANIZATION
9.3).
BAA TEEA0107 07/06/11 Form 990 (201 1)
CITIZENAUDIT.ORG PAGE #0009
Form 990 (2011) Donors Trust, Inc.
52-2166327
Page 8
I Part VII |Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont)
(C)
Position
(A) (3) (do not check more than one D
Name and We Average box, unless person rs both an Reportable Reportable Estimate-
hours officer and a director/trustee) compensation from compensation from amount of other
per the or anization related or anizalions compensation
week 2 3 5' g <9 51 9-MISC) 9-MISC) from the
(describ organization
and related
hours 3 g 5 E (D 3' organizations
regtred 5 E- E m 3
or ani- E 3 8
2a ions 119
119
112) .
DE)
112)
129)
121)
$23)
129
$25)
129
1bSub-total . 358,584. 0 19,858.
c Total from continuation sheets to Part VII, Section A
dTotal(add|ines1band1c) 35884. 0. 19,858.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation
from the organization anization list any former officer, director or trustee, key employee, or highest compensated employee 1
on line 1a. If 'Yes, complete Schedule J for such individual . 3 X
4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If 'Yes complete Schedule J fo
such individual . . 4 X
5 Did any person listed on line 1a receive or accrue compensation from an unrelated organization or individual Q
for services rendered to the organization? If 'Yes, complete Schedule J or such person 5 X
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization Report compensation for the calendar year ending with or within the organization's tmlear
(A) (B) (0)
Name and business address Description of services Compensation
Richard Vedder 7464 Ridgeview Circle Athens OH 45701 Research, wring, speaking, 150, 000 .
and administration
Ted Frank 901 N Monroe St #1007 Arlington VA 22201 Lgial services 198, 000 .
Claire Kittle Tradewind Dr Mount Pleasant Administrative and recruiting se -
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 in compensation from the organization 3
BAA TEEA0108 07/06/11
Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0010
Form 990 (2011) Donors Trust, Inc. 522166327 Page9
Part I Statement of Revenue
(A) (B) (C) (D)
Total revenue Related or Unrelated Revenue
exempt business excluded from tax
function revenue under sections
revenue 512, 513, or 514
3 1a Federated campaigns 1 a
ES b Membership dues 1b
3% c Fundraising events . . 1c
5% d Related organizations 1d
e Government grants (contributions) 1e
gg f All other contributions, gifts, grants, and
5 .. similar amounts not included above Noncash contributions included in Ins 1a-lfhTota|. Add |ines1a-1f 39,267,594.
*5 Business Code
561000 662,685. 0. 0. 662,685.
5 511120 50. 50. O. 0.
541100 87,000. 87,000. 0. 0.
g 541900 24,519. 24,519. 0. 0.
5 e
f All other program service revenue
E g Total. Add lines 2a-2f 774 254 . j
3 Investment income (including dividends, interest and
other similar amounts) 206, 988. 0. 0. 206, 988.
4 lncome from investment of tax-exempt bond proceeds
5 Royalties
Real (ii) Personal
6a Gross rents
b Less rental expenses
c Rental income or (loss)
cl Net rental income or (loss
7a Gross amount from sales of 0) securmes other
assets other than inventory Less cost or other basis
and sales expenses Gain or (loss) 121,394.
dNetgain or (loss) 121,394. 0. 0. -121,394.
In 8a Gross income from fundraising events
3 (not including
5 of contributions reported on line 1c).
5 See Part IV, line 18 a
E b Less direct expenses b
c Net income or (loss) from fundraising events
9a Gross income from gaming activities
See Part IV, line 19 a
b Less direct expenses b
c Net income or (loss) from gaming activities
10a Gross sales of inventory, less returns
and allowances a
b Less' cost of goods sold b
c Net income or (loss) from sales of inventory
Miscellaneous Revenue Business code
11 a
b
c
d All other revenue
e Total. Add lines 11a-11d J
12 Totalrevenue.See instructions 40,127,442. 111,569. 0. 748,279.
BAA TEEA0109 07/06/11 Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0011
Form 990(201l) Donors Trust, Inc. 52-2166327 Page 10
[Part IX I Statement of Functional Exgnses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule 0 contains a response to any question in this Part not include amounts re orted on lines Total expenses Program service Management and Fundraising
6bart expenses eneral expenses
1 Grants and other assistance to governments
and organizations in the United States See
Part IV, line21 25,722,017 29,722,017.
2 Grants and other assistance to individuals in
the United States. See Part IV, line 22
3 Grants and other assistance to governments,
organizations, and individuals outside the
United States. See Part lv, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees . . 378,443. 248,144. 35 922. 954 377.
5 Compensation not included above, to
disqualifiedaersons (as defined under
section 495 and persons described
in section 4958(c)(3)(B) .
7 Othersalaries and wages 198,422. 137,589. 28,628. 32,205.
Pension plan accruals and contributions
(include section 401 and section 403(b)
employer contributions)
9 Other employee benefits 19,386. 12,963. 2,136. 4,287.
10 Payroll taxes . 35,045. 23,434. 3,860. 7,751.
11 Fees for services (non-employees):
a Management
bLega| 439,635. 435,678. 3,957. 0.
cAccounting 20,080. 9,489. 10,591. 0.
dLobbying
e Professional fundraising services See Part IV, line 17
1 Investment management fees 37,113. 36, 863. 250. 0.
gOther 901,380. 892,670. 3,978. 4,732.
12 Advertising and promotion 86,002. 28,868. 0. 57,134.
13 Officeexpenses 14,973. 11,354. 1,407. 2,212.
14 lnformationtechnology 23,884. 16,097. 2,437. 5,350.
15 Royalties . .
16 Occupancy 55,069. 38,656. 6,383. 10,030.
17 Travel 130,131. 114,565. 0. 15,566.
18 Payments of travel or entertainment
expenses for any federal, state, or local
public officials
19 Conferences, conventions, and meetings
20 Interest
21 Payments to affiliates
22 Depreciation, depletion, and amortization Insurance 3,802. 2,661. 444. 697.
24 Other expenses ltemize expenses not
covered above (List miscellaneous expenses
in line 24e lf line 24e amount exceeds 10%
of line 25, column (A) amount, list line 24e
expenses on Schedule 0)
28, 655. 26,474. 0. 2,181.
b_P9t_agg _&_ge_l_ix_Ie_ry 10, 629. 9,551. 419. 659.
4, 971. 3,548. 553. 870.
4,703. 3,292. 549. 862.
eA||otherexpenses 42,648. 40,362. 1,467. 819.
25 Total functianalexpenses. Add lines 1 through 249 32, 164, 867 . 31, 819, 790. 102, 900. 242, 177 .
26 Joint costs. Complete this line only if
the organization reported in column (B)
joint costs from a combined educational
campaign and fundraising solicitation.
Check here if following
SOP 98-2 (ASC 958-720)
BAA Form 990 (2011)
TEEA011O 01/26/12
CITIZENAUDIT.ORG PAGE #0012
Form 990 (2011) Donors Trust, Inc. 522166327 Page11
[Part X TBa|ance Sheet
(A) (3)
Beginning of year End of year
1 Cash non-interest-bearing 1
2 Savings and temporary cash investmentsPledges and grants receivable, net 3
4 Accounts receivableReceivables from current and former officers, directors, trustees, key employees,
and highest compensated employees Complete Part II of Schedule L 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)),
persons described in section 4958(c)(3)(B), and contributing employers and
sponsoring organizations of section 501(c)(9) voluntary employees beneficiary
A organizations (see instructions) 6
2 7 Notes and loans receivable, net 7
8 Inventories for sale or use 8
s 9 Prepaid expenses and deferred charges 9
10a Land, buildings, and equipment. cost or other basis
Complete Part VI of Schedule D 10a 81 215 .
b Less. accumulated depreciation 10b Investments publicly traded securities Investments other securities. See Part IV, line 11 0 . 12 350, 000 .
13 Investments program-related. See Part IV, line 11 13
14 Intangible assets . 14
15 Other assets See Part IV, linell 16,199. 15 16,199.
16 Total assets. Add lines 1 through 15 (must equal line 34) 18 409Accounts payable and accrued expenses Grants payable Deferred revenue . 19
I. 20 Tax-exempt bond liabilities 20
Q 21 Escrow or custodial account liability Complete Part IV of Schedule D 21
I 22 Payables to current and former officers, directors, trustees, key employees, J
highest compensated employees, and disqualified persons. Complete Part II
1- of Schedule L 22
23 Secured mortgages and notes payable to unrelated third parties 23
S 24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities (including federal income tax, payables to related third parties,
and other liabilities not included on lines 17-24). Complete Part X of Schedule D 25
26 Total liabilities. Add lines 17 through 25 14 4 01 . 26 110, 372 .
E Organizations that follow SFAS 117, check here and complete lines
T 27 through 29 and lines 33 and 34.
A 27 Unrestricted net assets 18,395,110. 27 26,017,669.
28 Temporarily restricted net assets 28
I 29 Permanently restricted net assets 29
3 Organizations that do not follow SFAS 117, check here D and complete
5 lines 30 through 34.
3 30 Capital stock or trust principal, or current funds 30
2 31 Paid-in or capital surplus, or land, building, or equipment fund 31
k 32 Retained earnings, endowment, accumulated income, or other funds 32
(E 33 Total net assets or fund balances 18,395,110. 33 26,017,669.
5 34 Total liabilities and net assets/fund balances 18 40907/06/11
Form 990 (2011)
CITIZENAUDIT.ORG PAGE #0013
Form 990 (2011) Donors Trust, Inc .
I Part Xl 1 Reconciliation of Net Assets
Check if Schedule 0 contains a response to any question in this Part XI
Total revenue (must equal Part column (A), line 12)
52-2166327
Page 12
lil
40,127,442.
Total expenses (must equal Part IX, column (A), line 25)
32,164,867.
Revenue less expenses Subtract line 2 from line 1
7,962,575.
Net assets or fund balances at beginning of year (must equal Part X, line 33, column
18,395,110.
Other changes in net assets or fund balances (explain in Schedule 0)
340,016.
Net assets or fund balances at end of year Combine lines 3, 4, and 5 (must equal Part X, line 33,
column 6
26,017, 669.
Financial Statements and Reporting
Check if Schedule 0 contains a response to any question in this Part
1 Accounting method used to prepare the Form 990: D Cash
Accrual D Other
If the organization changed its method of accounting from a prior year or checked Other, explain
in Schedule 0
2a Were the organization's financial statements compiled or reviewed by an independent accountant?
b Were the organization's financial statements audited by an independent accountant?
c If Yes to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
if the organization changed either its oversight process or selection process during the tax year, explain
in Schedule 0.
d If 'Yes to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
separate basis, consolidated basis, or both.
E Separate basis Consolidated basis Both consolidated and separate basis
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular
. Yes, did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 3b
BAA Form 990 (201 1)
TEEA0112 07/06/11
CITIZENAUDIT.ORG PAGE #0014
OMB No 1545-0047
SCHEDULE A - -
(Form 990 or990_Ez) Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust. open to Public
Attach to Form 990 or Form 990-EZ. See separate instructions.
Name of the organization Employer identication number
Donors Trust, Inc. 52-2166327
[PartI Reason for Public Charigr Statusjll organizations must complete this part.) See instructions.
The organization is not a private foundation because it IS (For lines 1 through 11, check only one box
1 A church, convention of churches or association of churches described in section 170(b)(1XA)(i).
2 A school described in section 170(b)(1XA)(ii). (Attach Schedule E
3 A hospital or a cooperative hospital service organization described in section
4 A medical research organization operated in COll]Ul1CtlOFl with a hospital described in section Enter the hospital's
name, city, and state
5 D An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section
(Complete Part II.)
6 A federal, state, or local government or governmental unit described in section 170(b)(1XA)(v).
7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section (Complete Part ll
8 A community trust described in section (Complete Part II.)
9 An organization that normally receives (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts
from activities related to its exempt functions subiect 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
10 An organization organized and operated exclusively to test for public safety See section 509(a)(4).
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 described in section 509(a)(l) or section 509(a)(2) See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines 11e through 11h
a E Type l b E Type ll c Type Functionally integrated d Type Other
e D By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons
other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(l) or
section
f If the organization received a written determination from the IRS that is a Type I, Type II or Type supporting organization, D
check this box
g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
A person who directly or indirectly controls, either alone or together with persons described in (ii) and
below, the governing body of the supported organization? . .
(ii) A family member of a person described in above . 11
A 35% controlled entity of a person described in or (ii) above 11
h Provide the following information about the supported organization(s)
Name of supported (ii) EIN Type of organization (iv) Is the Did you notify (vi) Is the (vii) Amount of support
organization (described on lines 1-9 organization in the organization in organization in
above or IRC section column listed in column of column
(see instructions your governing your support organized in the
documentTotal
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2011
TEEA0401 1 1
CITIZENAUDIT.ORG PAGE #0015
Schedule A (Form 990 or 990-EZ) 2011 Donors Trust Inc . 52-2166327 Page 2
|Part ll Fsuppoit Schedule for Organizations Described in Sections 17D(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part If the
organization fails to qualify under the tests listed below, please complete Part
Section A. Public Support
Yea 2007 2008 2009 2010 201 1 (1) Total
1 Gifts, grants, contributions, and
membership fees received (Do not
include any unusual grants
2 Tax revenues levied for the
organization's benefit and
either paid to or expended
on its behalf
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge
4 Total. Add lines 1 through 3
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (0
6 Public support. Subtract line 5
12,188,446. 10,634,041. 16,778,729. 28,998,795. 39,267,594. 107,867,605.
12,188,446. 10,634,041. 16,778,729. 28,998,795. 39,267,594. 107,867,605.
13, 552, 791.
from line4 94,314,814.
Section B. Total Sutmort
Ya' 5' Yea 2007 2008 2009 2010 201 1 (1) Total
beginning in)
7 12,188,446. 10,634,041. 16,778,729. 28,998,795. 39,267,594. 107,867,605.
8 Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
similar sources
9 Net income from unrelated
business activities. whether or
not the business is regularly
carried on
10 Other income Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV)
11 Total support. Add lines 7
through 10 .
12 Gross receipts from related activities, etc (see instructions) . I 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
organization, check this box and stop here . - . . . [1
Section C. Computation of Public Support Percentage
14 Public support percentage for 2011 (line 6, column divided by line 11, column (Public support percentage from 2010 Schedule A, Part II, line 14 15 82 . 22
271,453. 284,903. 70,330. 80,800. 206,988. 914Ji74.
108, 782, 079.
16a support test - 2011. If the organization did not check the box on line 13, and the line 14 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
b support test 2010. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization . . . El
17a 10%-facts-and-circumstances test 2011. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the "facts-and-circumstances test, check this box and stop here. Explain in Part IV how
the organization meets the facts-and-circumstances' test The organization qualifies as a publicly supported organization El
b test 2010. If the or anization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the facts-an -circumstances test, check this box and stop here. Explain in Part IV how the
organization meets the facts-and-circumstances test The organization qualifies as a publicly supported organization 5 H
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a. or 17b, check this box and see instructions
BAA Schedule A (Form 990 or 990-EZ) 2011
TEEA0402 05/2511 1
CITIZENAUDIT.ORG PAGE #0016
Schedule A (Form 990 or 990-EZ) 2011 Donors Trust, Inc . 52-2166327 Page 3
Part [Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II If the organization fails
to qualify under the tests listed below, please complete Part II
1 Section A. Public Erport
Calendar year (or fiscal yr beginning in)> 2007 2008 2009
1 Gifts, grants, contributions
and membership fees
received (Do not include
1 any unusual grants .
l 2 Gross receipts from admis~
2010 49) 2011 (0 Total
sions, merchandise sold or
services performed, or facilities
furnished in any activity that is
1 related to the organization's
1 tax-exempt purpose
1 3 Gross receipts from activities
1 that are not an unrelated trade
I or business under section 513
4 Tax revenues levied for the
or anization's benefit and
1 eit er paid to or expended on
1 its behalf
1 5 The value of services or
1 facilities furnished by a
governmental unit to the
organization without charge
6 Total. Add lines 1 through 5
7a Amounts included on lines 1,
2, and 3 received from
disqualified persons
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the year
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6)
Section B. Total Sigaport
Calendar year (or fiscal yr beginning in)
9 Amounts from line 6
10a Gross income from interest,
dividends, payments received
2007 2008 (C) 2009 2010 201 1 Total
on securities loans, rents,
royalties and income from
similar sources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV.) .
13 Total support. (Add Iris 9, 10c, 11, and 12)
14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and ip here . . J7
Section C. Computation of Public Support Percentage
15 Public support percentage for 2011 (line 8, column divided by line 13, column (0) 15
16 Public support percentage from 2010 Schedule A, Part line 15 . . 16
Section D. Computation of Investment Income Percentage
17 investment income percentage for 2011 (line 10c, column divided by line 13, column (0) 17
18 Investment income percentage from 2010 Schedule A, Part line 17 18
19a 33-1/3% support tests 2011. If the organization did not check the box on line 14, and line 15 is more than and line 17
IS not more than check this box and stop here. The organization qualifies as a publicly supported organization . .
b 33-1I3/o support tests 2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than and
line 18 IS not more than check this box and stop here. The organization qualifies as a publicly supported organization
20 Private foundation. if the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . E
BAA TEEA0403 05/25/11 Schedule A (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0017
Schedule A (Form 990 or 990-EZ) 2011 Donors Trust, Inc . 52-2166327 Page 4
Part IV Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
Part 11, line 17a or 17b; and Part line 12. Also complete this part for any additional information.
(See instructions).
BAA Schedule A (Form 990 or 990-EZ) 2011
TEEA0404 05/25! 1 1
CITIZENAUDIT.ORG PAGE #0018
OMB No 1545-0047
2011
Open to_ Public
Inspection
Employer identication number
SCHEDULE D
(Form 990) Supplemental Financial Statements
Complete if the organization answered Yes, to Form 990,
Part IV, lines
Attach to Form 990. See separate instructions.
Department of the Treasury
Internal Revenue Service
Name of the organization
Donors Trust, Inc. 52-2166327
Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.
4(a) Donor advised funds
Total number at end of year . 177 .
Aggregate contributions to (during year) 37 767 694 .
Aggregate grants from (during year) 29, 525 114 .
Aggregate value at end of year 21 948 959 .
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, sublect to the organization's exclusive legal control? Yes D No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other
purpose conferring impermissible private benefitBart ll Fconservation Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e g recreation or education) Preservation of an historically important land area
Protection of natural habitat Preservation of a certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
last day of the tax year
Funds and other accounts
Lllbul-V-0
Held at the End of the Tax Year
a Total number of conservation easements . . 2a
b Total acreage restricted by conservation easements 2b
c Number of conservation easements on a certified historic structure included in 2c
d Number of conservation easements included in acquired after 8/17/06, and not on a historic
structure listed in the National Register 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year
Number of states where property subiect to conservation easement IS located
5 Does the organization have a written policy regarding the periodic monitoring. inspection, handling of violations,
and enforcement of the conservation easements it holds? D Yes
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
D
BN0
7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
D
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
and section 170(h)(4)(B)(ii)7 D Yes No
9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
Part Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS I16 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide,
in Part XIV, the text of the footnote to its financial statements that describes these items
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the
following amounts relating to these items:
Revenues included in Form 990, Part line 1
(ii) Assets included in Form 990, Part X
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items
a Revenues included in Form 990, Part line I
b Assets included in Form 990, Part X
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 Schedule D (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0019
Schedule D (Form 990) 2011 Donors Trust, Inc . 522166327 Page 2
Wart Ill [Organizations Maintaining Collections of Art4Historica| Treasures, or Other Similar Assets (continug
. - 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection
items (check all that apply).
a Public exhibition d Loan or exchange programs
b Scholarly research e Other
c Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part IV.
1 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection? No
Part IV 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.
1a is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not
included on Form 990, Part X7 . . .
b if 'Yes,' explain the arrangement in Part and complete the following table"
Yes El No
Amount
c Beginning balance
d Additions during the year
e Distributions during the year .
f Ending balance . . . . .
2a Did the organization include an amount on Form 990, Part X, line 217 . . . Yes
b lf 'Yes,' explain the arrangement in Part XIV
[Part V lEndowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10.
Current year Prior year Two years back (it) Three years back Four years back
16,684,776. 12,051,906. t3L939#680. 9,448,610.
39, 141, 594 . 28, 817, 945 . 16, 592, 079. 10, 548, 791.
1 a Beginning of year balance
b Contributions
c Net investment earnings, gains,
and losses
d Grants or scholarships
e Other expenditures for facilities
and programs
-154,463. 249,299. 324,215.
29,525,114. 22,172,327. 12, 641,403.
-472, 097.
9,366, 969.
1,712,039. 1,912,824. 976,327.
f Administrative expenses 432, 900 . 349, 223. 186, 338 .
1,103,256.
115,399.
9 End of year balance 24, 001, 854 . lL684, 776 . 12, 051, 906.
2 Provide the estimated percentage of the current year end balance (line 1g, column held as
8, 939, 680.
a Board designated or quasi-endowment 100 . 00
b Permanent endowment 0 . 00
c Temporarily restricted endowment O . O0
The percentages in lines 2a, 2b, and 2c should equal 100%
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by.
unrelated organizations .
(ii) related organizations
b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule
4 Describe in Part XIV the intended uses of the organization's endowment funds
[Part VLang, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property Cost or other basis Cost or other Accumulated Book value
(investment) basis (other) depreciation
1 a Land
b Buildings
c Leasehold improvements 18, 695. 5, 336. 13, 359.
dEquipment 34,663. 25,894. 8,769.
eOther 27,857. 15,977. 11,880.
Total. Add lines 1a through 1e. (Column must equal Form 990, Part X, column (8), line l0(c) 34 008 .
BAA Schedule D (Form 990) 2011
TEEA3302 01/16/12
CITIZENAUDIT.ORG PAGE #0020
ScheduleD (Form 990) 20ll Donors Trust, Inc.
52-2166327 Page3
[Part VII Jlnvestments Other Securities. See Form 990, Part X, line I2.
Description of security or category
(including name of security)
Book value
Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
LA.)
(B)
LC)
(D)
(F)
(Q2
(H)
Total. (Column must equal Farm 990 PanX, column (8) line I2.)
[Part I Investments - Program Related. See
Form 990, Part X
line 13.
Description of investment type
Book value
Method of valuation
Cost or end-of-year market value
(I)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. Columri (bLmust equal Form 999, Pan X, column (BLline I3. )1
Part IX
Other Assets. See Form 990, Part X, line 15.
Description
(Total. (Column must equal Form 990, Part X, column (B), line 75
Book value
lPartX
[Other Liabilities. See Form 990, Part X, line 25.
Description of liability
Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(5)
(7)
(3)
(9)
(I0)
(11)
Total. (Column must equal Form 990, Part)(, column (8) line 25
D
2 FIN 48 (ASC 740) Footnote In Part XIV, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740)
BAA
TEEA3303 01/23/12
Schedule D (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0021
Schedule D (Form 990) 2011 Donors Trust, Inc . 52-2166327 Page 4
Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
1 Total revenue (Form 990, Part column (A), line 12) . .. .. . 40, 127, 4 42 .
2 Total expenses (Form 990, Part IX, column (A), line 25) . . . . 32, 164, 867 .
3 Excess or (deficit) for the year Subtract line 2 from line I . . 7, 962, 575 .
4 Net unrealized gains (losses) on investments . . . -240, 056 .
5 Donated services and use of facilities
6 Investment expenses
7 Prior period adjustments
8 Other (Describe in Part XIV.) . . -55, 000 .
9 Total adiustments (net) Add lines 4 through Excess or (deficit) for the year per audited financial statements. Combine lines IP2afi)'6llI Reconciliation of Revenue Ler Audited Financial Statements With Revenue per Return
1 Total revenue. gains, and other support per audited financial statements 1 39 800 385 .
2 Amounts included on line 1 but not on Form 990, Part line 12.
a Net unrealized gains on investments . . 2a -24 0, 057 .
b Donated services and use of facilities . . 2b
c Recoveries of prior year grants . . 2c
d Other (Describe in Part XIV) 2d
e Add lines 2a through 2d 2e -240 057 .
3 Subtract line 2e from line1 . . . Amounts included on Form 990, Part line 12, but not on line 1
a Investment expenses not included on Form 990, Part line 7b 4a
b Other (Describe in Part XIV) 4b 87 000 .
cAddIines 4a and 4b 4c 87,000.
5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, /ine I2) 5 40, IZL4 42 .
IP Iafrt] Reconciliation of Expensgper Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements . 1 32 132 866 .
2 Amounts included on line 1 but not on Form 990, Part IX, line 25
a Donated services and use of facilities . 2a
b Prior year adiustments . 2b
c Other losses 2c
d Other (Describe in Part XIVAdd lines 2a through 2d 2e 54 999 .
3 Subtract line 2e from line1 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part line 7b 4a
b Other (Describe in Part XIVcAdd lines 4a and 4b 4c 87,000.
5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part lines Ia and 4, Part IV, lines 1b and 2b;
Part V, line 4, Part X, line 2, Part XI, line 8; Part XII, lines 2d and 4b, and Part lines 2d and 4b. Also complete this part to provide
any additional information
_P_t I_ai_n_e_ ii 9c_r_uelL _f9 _b_o9 1: pi_1p__s _t9 i_n_c_li_1<ie_d_ 2.0.1.2 _Eo_rr3 _9_99
_Iii_n9 I:e_9_a; _r_e_c9ze_ry _t_rset_e_d_ es_ ;cev_e1u_1e_ _f9 _ap9
_P_c _L_i_n >sp_e:1s_e_ 2u_rp9s_e
BAA TEEA3304 05/25/11 Schedule D (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0022
ScheduIeD(Form 990)2011 Donors Trust, Inc. 52-2166327 Page5
[Part XIV [Supplemental Information (continued)
BAA TEEA3305 o5/25/11 Schedule D (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0023
SCHEDULE I
(Form 990) Grants and Other Assistance to Organizations,
Governments, and Individuals in the United States
Open to Public
Inspection
Complete if the organization answered 'Yes' to Form 990, Part IV, lines 21 or 22.
Department of the Treasury Attatch to Form 990_
lnternal Revenue Service
Employer identication number
522l66327
Name of the organization
Donors Trust. Inc .
lPartl IGeneral Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? I Yes El No
2 Describe in Part IV the organizationsprocedures for monitoring the use of grant funds in the United States
|Part ll [Grants 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. Check this box if no one recipient received more than $5,000.
Part II can be duplicated if additional space is needed |l
(c IRC sectio Amount of cash grant Amount of non-cash (0 M9d f (9) Description of Purpose of grant
applicable assistance (bk- non-cash assistance or assistance
1 Name and address of organization (5) gm
or government
111 s9n_t_ir_n1a_t_i en. pages
1 68
0
Schedule I (Form 990) (2011)
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table
3 Enter total number of other organizations listed in the line 1 table
BAA For Paperwork Reduction Act Notice, see the Instructions for Fonn 990.
TEEA3901 06/01/11
CITIZENAUDIT.ORG PAGE #0024
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$24,500 00
for general operations
Independent Women's Forum
1875 I Street. NW
Suite 500
Washington, DC 20006
54-1670627
501(c)(3)
$1,000 00
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Ailington, VA 22209-3108
57-0952531
501(c)(3)
3500 00
for general operations
911 Families for a Secure America Foundation
PO Box 23
Pawling. NY 12564
20-1456278
501(c)(3)
$7,500 00
for the Police project
Underreporting of Crime
American Himalayan Foundation
909 Montgomery St Suite 400
San Francisco, CA 94133
$1,000 00
for general operations
Amencan University
4400 Massa husettes Avenue, NW
Washington, DC 20016-8143
53-0196549
$100 00
for general operations
Cato lnstitute
1000 Massa husetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501
$500 00
for general operations
Cato lnstitute
1000 Massa husetts Avenue. NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$10,000 00
(or general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0025
Donors Trust, Inc 52-2166327 2
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la) (0) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Clarion Fund
255 West 36th Street
Suite 800
New York, NY 10018 20-5845679 501499) $100,000 00 for general operations
Commonwealth Foundation for Public Policy
Altemative
225 State Street
Suite 302
Hamsburg, PA 17101 23-2473845 501(c)(3) $100,000 00 for general operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, Dc 20036 52-1351785 501(c)(3) $10,000 00 tor general operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036 52-1351785 501(c)(3) $20,000 00 for general operations
Ethics 8. Public Policy Center
1730 M Street, NW
Suite 910
Washington, DC 20036 524162185 $5,000 00 for general operations
for honoranum for editing and
GMU Foundation (Law Econ Center) writing papers for a book
3301 Fairfax Dnve project entitled "The American
Arlington, VA 22201 54-1603842 501c)(3) $25,000 00 lIlness"
Hentage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $20,000 00 for general operations
Imagination Productions
105 East 34th Street
Suite 1 17
New York, NY 10016 26-1264680 $100,000 00 for general operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0026
Donors Trust, Inc 52-2166327 3
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant NonCash Valuation (book, FMV. Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501 $100 00 for general operations
Intercollegiate Studies Institute
3901 Centerville Road
Wilmington, DE 19087-1938 23-6050131 501(c)L3) $5,000 00 for general operations
Leadership Institute
1101 North Highland Street
Arlington, VA 22201 51-0235174 501(c)(3) $100 00 for general operations
Leadership Institute
1101 North Highland Street
Arlington, VA 22201 51-0235174 501 191(3) $25,000 00 for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive, 4th Floor for ofce and development of
VA 22201-4433 54-1436224 501(c)(3) $10,000 00 a new iudicial traimg center
Middle East Media and Research Institute, Inc
PO Box 27837
Washington, DC 20038-7837 52-2068483 501(c)(3) $5,000 00 for general operations
National Committee on American Foreign
Policy
320 Park Avenue, 8111 FL
New York, NY 10022 52-1043767 503943) $10,000 00 for general operations
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springeld, VA 22160-0002 59-1588825 501(c)(3) $100 00 for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0027
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl (9)
Method of Description of
Valuation (book, FMV,
Non-Cash
appraisal, Assistance
other)
Purpose of
Grant or
Assistance
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Anington, VA 22209-3108
57-0952531
501jl(3)
$100 00
for general operations
World On Inc
2152 Ralph Ave Box 146
Brooklyn, NY 11234
0646369917
501
$55,537 00
for general operations
Committee for a Constructive Tomorrow
621 Harvest Court
Bel Air, MD 21014
52- 1462593
501(c)(3)
$140,000 00
for general operations
Independent Women's Forum
1875 I Street, NW
Suite 500
Washington. DC 20006
54-1670627
501(c)(3)
$25,000 00
torjeneral operations
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
264029303
52( 3)
$47,000 00
for general operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
38-2926822
501(c)(3)
$5,000 00
for general operations
American Friends of IEA
1201 L St, NW
Washington, DC 20005
54-1899539
5019(3)
$10,000 00
for general operations
American Red Cross Oregon Trail Chapter
3131 N Vancuver Avenue
Portland, OR 97227
501(c)(3)
$10,000 00
for general otgations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0028
Donors Trust, Inc 522166327 5
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la) (C) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Brookings Institution - Govemance Studies
Project
1775 Massa huserts Ave NW, Room 803
Washington, DC 20036
53-0196577
501(c)(3)
$6,500 00
for Pietro Novola's project,
"The Govemance Studies
Project Technology
Make the Constitution
Obsolete?"
Center for Education Reform
910 17th Street, NW
11th Floor
Washington, DC 20006
52-1847187
501(c)(3)
$75,000 00
Iorgeneral operations
Citizens in Charge Foundation
2050 Old Bndge Raod, Suite 103
Lake Ridge, VA 22192
13-40702 70
501(c)(3)
$75,000 00
NIA
for general operations
Claremont Institute
937 West Foothill Boulevard
Suite E
Claremont, CA 91711
95-3443202
$500 00
for general operations
Commentary, Inc
561 7th Avenue
16th Floor
New York, NY 10018-1816
13-3610041
501
$20,000 00
to promote a set of ideas in
the tom of a series of articles
about how American foreign
policy should and could be
conducted
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351785
310.000 00
for general operations
Doc Emet Productions, Inc
PO Box 339
Lexington, MA 02420
26-2208183
501(c)(3)
$25,000 00
for general operations
East Harlem Churches 8. Community Urban
Center
325 East 101st Street
New York, NY 10029
13-2765924
$15,000 00
for general operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0029
Donors Trust, Inc 522166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
lc)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Empower Texans Foundation
27-1553324
$37,000 00
for general operations
Fix the Facts Foundation
PO Box 303454
Austin, TX 78703
271365206
501(c)(3)
$162,500 00
for general operations
Foundation for Cultural Review
900 Broadway
Suite 602
New York. NY 10003
13-3108424
$15,000 00
for The New Criterion's
budget for Technology and
Culture Special Section in its
30th anniversary season
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
264066298
$110,000 00
for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564
52-1 526916
501(c)(3)
$100,000 00
for Diverse Tea and Kosher
Tea
GMU Foundation (Law 8- Econ Center)
3301 Fairfax Drive
Arlington, VA 22201
54-1603842
501(c)(3)
$30,000 00
for honorana for a book
project entitled "The American
IlIness"
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Arlington, VA 22201-4432
94-1623852
$5,000 00
for general operations and
pairs of George 0rweII's
Animal Fam-i and 1984 as
International Policy Network US, Inc
214 Massachusetts Avenue, NE
Washington, DC 20002
52-2363626
501(c)(3)
$10.000 00
supplementary reading_
I
for the benet of Network for a
Free Socgy
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0030
Donors Trust, Inc 52-2166327
1, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(0)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Johns Hopkins University
600 N Wolfe Street Dept of Neurosurgery -
Meyer Bldg, Room 7-113
Baltimore, MD 21287
5205951 10
501(c)(3)
$10,000 00
for Dr Henry Brem's research
Museum of the Rockies
600 West Kagy Boulevard
Bozeman, MT 59717
81 -601 6828
501(c)(3)
$1 5,000 00
for the work of Dr Jack
Homer and his students
National Affairs, Inc
1730 M Street NW, Suite 910
Washington, DC 20036
13-6207054
501(c)(3)
$30,000 00
for a series of essays for a
book to propose an agenda
for new Congress and to host
gathenng for members of
Congress
New Oxford Review
1069 Kains Ave
Berkeley, CA 94706
94-2915957
501(c)(31
$15,000 00
for general operations
New York Historical Society
170 Central Park West
New York, NY 10024
13-1624124
501(clt3l
$10,000 00
for Chairman's Council
NRA Freedom Action Foundation
l 11250 Waples Mill Road
Fairfax, VA 22030
2642779441
5o1(c)g1
$100,000 00
for general operations
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco, CA $4111
942528433
501(c)(3)
$1,000 00
for general operations
Student Achievement and Advocacy Services
1511 16th Street #101
Santa Monica, CA 90404-3347
52-2237872
501(c)(3)
$5,000 00
for general oigations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0031
Donors Trust, Inc 522166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
Student Achievement and Advocacy Services
1511 16th Street #101
Santa Monica, CA 90404-3347
52-2237872
501(c)(3)
$5,000 00
to support Dr Mark Moffett's
work and research at his
direction
Wakeeld School
PO Box 107
The Plains, VA 20198
541 096344
501(c)(3)
$10,000 00
NIA
for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564
52-1526916
501(c)(3)
$167,000 00
for general operations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203
48-0891418
501(c)(3)
$5,000 00
for special event sponorship
Media Research Center
325 South Patnck Street
Alexandria, VA 22314
54-1429009
501(c)(3)
$2,500 00
for special event sponorship
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washington, DC 20008
27-1657203
501(c)(3L
$40,000 00
for general operations
Independent Women's Forum
1875 I Street, NW
Suite 500
Washington, DC 20006
54-1670627
501(c)(3)
$100,000 00
for general tarations
Citizens Against Government Waste
1301 Connecticut Avenue, NW, Suite 400
Washington, DC 20036
52-1363952
501(c)(3)
$1,500,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0032
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(el
Amount of
NonCash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids. MI 49503-2718
38-2926822
501(c)(3)
$250 00
for general operations
Amencan Enterpnse Institute
1150 Seventeenth Street. NW
Washington, DC 20036
53-0218495
5019(3)
$1.000 00
for the Center for Defense
Studies
Amencan Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036
53-0218495
501(c)(3)
$10,000 00
for Sally Satel's work
American Spectator Foundation
1611 North Kent Street
Suite 901
Artington, VA 22209-2111
23-7002632
5o1(gx3)
$10,000 00
for promotional efforts for the
ma azine
Association of Northwest Steelheaders
9829 Kilchis River Road
Tillamook, OR 97141
930816862
501 (c)j3)
$10,000 00
fogqeneral operations
Boston College
200 McGuinn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill, MA 02467
04-2103545
503913)
$65,000 00
for the establishment of a
JMC-Ventas Higher Education
Initiative Post-Doctoral
Fellowship
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
for general operations
Cato Institute
1000 Massa husetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$10,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0033
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(D)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Competitive Enterpnse Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
524351785
501 gcxa)
$5,000 00
for general operations
Discovery Institute
1511 Third Avenue, Suite 808
Seattle, WA 98101
91-1521697
3250.000 00
for gneral operations
Education Action Group Foundation
801 West Norton Avenue
Suite 1
MuskegLi, Ml 49441
26-0877115
5j0)(L
$10,000 00
for general operations
Empower Texans Foundation
27-1553324
$18,500 00
for general operations
Freedom Works Foundation
400 North Capitol Street. NW
Suite 765
Washington, DC 20001-1564
52-1526916
$100,000 00
for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564
52-1 526916
$166,000 00
NIA
for 5LeneraI operations
Georgetown University
Tocqueville Forum
3240 Prospect St NW, Third Floor
Washingon, DC 20007
53-01 96603
501(c)(3)
565.000 00
for the establishment of a
JMC-Ventas Higher Education
Initiative Post-Doctoral
Fellowship
GMU Foundation (Law 8- Econ Center)
3301 Fairfax Dnve
Artington, VA 22201
54-1603842
$25,000 00
NIA
for honorana for a book
project entitled "The American
""1855"
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0034
Donors Trust. Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
11
Purpose of
Grant or
Assistance
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$1,000 00
for general ogations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
$10,000 00
for the VIlliam H Donner
Foundation conference room
Hudson Institute
1015 15th Street. NW
6th Floor
Washirggm. DC 20005-2705
13-1945157
501(c)(3)
$10,000 00
for general operations
Independent Women's Fomm
1875 I Street, NW
Suite 500
Washington. DC 20006
541670627
501(c)(3)
$100 00
for general operations
Institute for Humane Studies
3301 North Faiitax Drive
Suite 440
Arlington. VA 22201-4432
94-1623852
$100 00
for eneral operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Artington. VA 22201-4432
94-1623852
501
315.000 00
Iogeneral operations
Institute for Justice
901 North Glebe Road
Suite 900
ArtingtiVA 22203-1854
52-1744337
501
$100 00
fogeneral cg-ations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0035
Donors Trust, Inc 522166327 12
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(al (bl (C) (8) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Institute of World Politics
1521 16th Street, NW
Washington, DC 20036 52-1699641 50gg)(3) $2,500 00 for general operations
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
DC 20003 27-1657203 $40,000 00 for generaiierations
l Judicial Watch
1 425 Third Street, SW
l Suite 800
l Washington, DC 20024 52-1885088 50gg)(3)_ $5,000 00 for ge_neraI operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue for program for luncheon
New York, NY 10017 13-2912529 501(c)(3) $5,000 00 speakers
Manhattan Institute for Policy Research
52 Vanderbilt Avenue for the Annual Hamilton
New York, NY 10017 13-2912529 $10,000 00 Dinner in NYC on April 27
Mercatus Center, GMU
George Mason University
3351 North Fairfax Drive, 4th Floor
mtg, VA 222014433 544436224 501(c)(3) $250,000 00 for the State Budget initiative
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood, CO 80227 84-0736725 $10,000 00 for general operations
New York Historical Society
170 Central Park West
New York, NY 10024 134624124 501 $10,000 00 for Chairman's Circle
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0036
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
lc)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Philanthropy Roundtable
1730 M Street. NW
Suite 601
DC 20036
13-2943020
501(c)(3)
$100 00
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501913)
$5,000 00
NIA
for general operations
University of Notre Dame
110 Grace Hall
Tocqueville Cemer, University of Notre Dame
Notre Dame, IN 46556
35-0868188
5o1(c)g3)
$65,000 00
for the establishment of a
JMC-Veritas Higher Education
Initiative Post-Doctoral
Fellowship
University of Texas - Austin
1 University Station C4100
Austin. TX 78712
74-6000203
501(c)(3)
$65,000 00
for the establishment of a
JMC-Veritas Higher Education
Initiative Post-Doctoral
Fellowship
University of Virginia Foundation
Dept of Politics, University of \rgima
232 Cabell Hall, PO Box 400787
Charlottesville, VA 22904-4787
544682176
503913)
$65,000 00
for the establishment of a
JMC-Ventas Higher Education
Initiative Post-Doctoral
Fellowship
Competitive Enterprise Institute
1899 L Street. NW
12th Floor
Wasgton, DC 20036
52-1351785
50)13)
$55,000 00
NIA
for Eneral operations
Pegasus NK
60 Plaza Street East. Apt 4C
Brooklyn, NY 11238
2645381061
so1(c)g3)
$5,000 00
for the work of Robert gpta
Citizens Against Government Waste
1301 Connecticut Avenue, NW, Suite 400
Washington, DC 20036
52-1363952
501553)
$1,500,000 00
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0037
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U 3
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Citizens Against Govemmem Waste
1301 Connecticut Avenue, NW, Suite 400
Washington. Dc 20036
52-1363952
501
$500,000 00
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke. VA 22015
26-2521115
501(c)(3)
$25.000 00
for general operations
Amencans for Prosperity Foundation
2111 Vlfilson Boulevard
Suite 350
Aitington, VA 22201-3097
52-1527294
501(c)(3)
$100,000 00
for Right On Line
Clare Boothe Luce Policy Institute
112 Elden Street
Suite P
Hemdon, VA 20170
54-1672138
501(c)(3)
$4,000 00
for general operations
Freedom Foundation
PO Box 522
Olympia, WA 98507-0522
94-3136961
501(c)(3)
$3,500 00
for general operations
Independence Institute
727 East 16th Avenue
Denver. CO 80203
840990300
501(c)(3)
$1,000 00
for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington. VA 22203-1854
52-1744337
501
$1,000 00
for general operations
International Policy Network US, Inc
214 Massachusetts Avenue, NE
Washington. DC 20002
52-2363626
501(c)(3)
$1,000 00
for general operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0038
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
I0)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
James Madison Institute for Public Policy
The Columns
100 North Duval Street
Tallahassee, FL 32301
59-281 1908
501(c)(3)
$1,000 00
for general operations
Media Research Center
325 South Patrick Street
Alexandna, VA 22314
54-1429009
501(c)(3)
$5,000 00
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)()
$2,000 00
for general operations
Young Amer1ca's Foundation
110 Elden Street
Hemdon, VA 20170-4891
23-7042029
501(c)(3)
$1,000 00
for general operations
Young America's Foundation
110 Elden Street
Hemdon, VA 20170-4891
23-7042029
501(c)(3)
$5,000 00
for maintaining Reagan's
Ranch
James Madison Institute for Public Policy
The Columns
100 North Duval Street
Tallahassee, FL 32301
59-281 1908
501()(5
$12,74219
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$1,000 00
In memory of Mabel Weil
National Dance Institute
Center for Learning the Ans
217 West 147th Street
New York, NY 10039
13-2890779
501(c)(3)
$50,000 00
ln memoiLof Mabel S Weil
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0039
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Donors Capital Fund
PO Box 1305
Alexandria, VA 22313
54-1934032
501(c)(3)
$8,936 63
for a donor-advised fund
American University
4400 Massa husettes Avenue, NW
Washington. Dc 20016-8143
53-0196549
501ELL3)
$20,000 00
for the political theory
colloquium under the direction
of Progrssors Alan Levine and
Thomas Memll
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$5,000 00
for general operations
Carthage College
Dept of Political Science
2001 Alford Park Dr Lentz Hall 417B
Kenosha, WI 53140
37-0661496
501)3)
$50,000 00
for JMC-Ventas Post-Doctoral
Fellowships in the Western
Heritage Program
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington. DC 20004
62-1570449
501(c)(3)
$200,000 00
for general operations
Rhodes College
Departmem of Political Science
2000 N Parkway
Memphis, TN 38112
62-0476301
$25,000 00
for JMC-Ventas Post-Doctoral
Fellowships in the Project for
the Study of Liberal
Democracy
University of Richmond
28 Westhampton Way
Richmond. VA 23173
501(c)(3)
$30,000 00
for the Adam Smith Program
under the direction of Dean
Sandra Pearl
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501
$50,000 00
in memory of Mabel S Weil
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0040
Donors Trust. Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S
Part II. Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Citizens Against Government Waste
1301 Connecticut Avenue, NW. Suite 400
Washington. DC 20036
52-1363952
501(c)(3)
$150,000 00
for eneral operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington. VA 22203-1854
521744337
501(c)(3)
$2,500 00
for special event sponorship
John Hancock Committee for the States
3509 Connecticut Ave NW. Suite 260
Washington, DC 20008
27-1657203
501(c)(3)
$40,000 00
for eneral operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
382926822
501(c)(3)
$1.800 00
for Acton University
American Fnends of Oxford House
1611 N Kent Street#901
Arlington. VA 22209
27-3368056
501(c)(3)
$25,000 00
for general operations
American Majonty
PO Box 87
Purcellville. VA 20134
26-1501154
501
$98,950 00
Iorgeneral gpgratrons
David Horowitz Freedom Center
PO Box 55089
Sherman Oaks. CA 91499-1964
95-4194642
501(c)(3)
$1.000 00
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 200024999
23-7327730
501(c)(3)
$1.000 00
NIA
NIA
togeneral operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0041
Donors Trust, Inc 52-2166327
1, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washington, DC 20008
27-1657203
501(c)(3)
$40,000 00
for general operations
Media Research Center
325 South Patrick Street
Alexandria, VA 22314
544429009
501
$500 00
for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036
53-0218495
501(c)(3)
$5,000 00
for special event sponorshi
Fund for American Studies
1706 New Hampshire Avenue. NW
Suite 400
DC 20009
13-6223604
501
$2,000 00
for special event sponorship
Sam Adams Alliance
400 West Ene, Suite #407
Chicago. IL 60654-6912
20-5792227
501
$1,500 00
for general operations
Ethics 8. Public Policy Center
1730 M Street, NW
Suite 910
Washington, DC 20036
524162185
501
$20,000 00
for general operations
American Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036
53-0218495
501(c)(3)
$5,000 00
for general operations
American Spectator Foundation
1611 North Kent Street
Suite 901
Artington. VA 22209-2111
23-7002632
501(c)(3L
$5,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0042
Donors Trust. Inc 522166327
I, Grants to Organizations and lndviduals in the U 3
Part II, Grants to Organizations and
(3)
Name and Address of
Organization or
Government
EIN
Governments in the U.S.
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Berkshire School
04-2121313
501(c)(3)
$10,000 00
for Annual Fund ($5,000) and
Meyers Fund
Brown University - Political Theory PFOJBC1
PO Box 1844
Providence. RI 02912
05-0258809
501(c)(3)
$65,000 00
for the Political Theory Project
at Brown University under the
direction of Professor John
Tomasi
Claremont Institute
937 West Foothill Boulevard
Suite E
Claremont, CA 91711
9534433202
501 gs)
$39,650 00
for the Claremant Review of
Books "The New Politics of
the Constitution" - a
Conference Proposal
College of the Holy Cross
Department of Political Science
PO Box 121A, 1 College Street
Worcester, MA 01610
04-2103558
501(c)(3)
$75,000 00
for the benet of the Charles
Camoll Program at the
College of the Holy Cross
Cornell University
Mcgraw Hall, Room 324
Ithaca, NY 14853
15-0532082
5019(3)
$25.000 00
for the Program on the
Foundations of Free Societies
Empower Texans Foundation
27-1553324
501(c)(3)
$18,500 00
for general operations
Ethics 8. Public Policy Center
1730 M Street, NW
Suite 910
Washington. DC 20036
524162185
501 ms)
$15,000 00
for the support of Jim Bouman
and for the support of his lm
grogram
Fund for Amencan Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
136223604
501(c)(3)
$10,000 00
for scholarship and general
funds
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0043
Donors Trust. Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
College
Weidensall Hall
300 North Washington Street
PA 17325-1485
23-1352641
501(c)(3)
$15,000 00
for the benet of the Civil War
Era Studies Program at
College
Hudson Institute
1015 15th Street, NW
6th Floor
Washington, DC 20005-2705
13-1945157
$5,000 00
for the support of Martin
Wooster
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501(c)(3)
$10,000 00
for Standpoint magazine of
the Social Affairs Unit
Pegasus NK
60 Plaza Street East, Apt 4C
Brooklyn, NY 11238
26-4381061
ECX3)
$5,000 00
for general operations
Pioneer Institute for Public Policy Research
85 Devonshire Street
8th Floor
Boston, MA 02109-3501
222632081
501
$3,000 00
for general operations
School Performance, Inc
915 Broadway, Ste 110
Albany, NY 12207
84- 1 668293
$144,715 00
for general operations
Conservative Agenda Project
1025 Thomas Jeerson Street, NW
Suite 110 G
Washmton, DC 20007
26-4029303
501(c)(3)
$46,000 00
NIA
for general operations
American Action Fonim
1401 New York Avenue, NW
Suite 1200
Washington, DC 20005
27-0567765
501(c)(3)
$80,000 00
for general operations
20
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0044
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(13)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
NonCash
Assistance
Purpose of
Grant or
Assistance
Cemer for Individual Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609
52-1600481
501(c)(3)
$1,000 00
for general operations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Hamsburg, PA 17101
23-2473845
501(c)(3)
$40,000 00
for general operations
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Hamsburg, PA 17101
23-2473845
501(c)(3)
$40,000 00
for general operations
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco, CA 94111
94-2528433
501(c)(3)
$75,000 00
for general operations
Committee for a Tomorrow
621 Harvest Court
Bel Air, MD 21014
52-1462893
$250,000 00
for general operations
Philanthropy Roundtable
1730 M Street, NW
Suite 601
DC 20036
13-2943020
501(c)(3)
$5.000 00
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$24,500 00
for general operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
36-2926822
$2,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0045
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(13)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
le)
Amount of
Non-Cash
Assistance
lf)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington. VA 22201-3097
52-1527294
501919)
$50,800 00
for Americans for Prosperity -
charger
Center for Individual Rights
1233 20th Street, NW
Suite 300
Washington. DC 20036-1609
52-1600481
501(c)(9)
$75,000 00
for general operations
Claremont McKenna College
Salvaton Center
850 Columbia Avenue
Claremont, CA 91711
95-1664101
501(c)Q)
$25,000 00
for the JMC-Ventas Post-
Doctoral Fellowship at the
Henq Salvaton Center
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351 785
501
$55,000 00
for general operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
524351785
50199)
$75,000 00
for general operations
Discovery Community Church
P O Box 111840
Tacoma, WA 98411
5011919)
$20,000 00
for general erations
Emiwer Texans Foundation
27-1553324
501 (GL3)
$18,500 00
for general operations
Families Against Mandatory Minimums
Foundation
1100 H Street, NW
Suite 1000
WaShll'I, DC 20005
52-1750246
$25_000 00
for general operations
22
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0046
Donors Trust, Inc 522166327 23
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(at (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Federalist Society
1015 18th Street, NW
Suite 425
Washingtt, DC 20036-5221 36-3235550 501 (c)(31 $25,000 00 for generaperations
Federalist Society
1015 18th Street, NW
Suite 425
Washingti, DC 20036-5221 36-3235550 50193;; $300,000 00 for general gaerations
Free To Choose Network, inc
2002 Filmore Avenue
Suite 1
Erie, PA 16506 52-1455677 $150,000 00 for general4operations
Grassroot Institute of Hawaii
1314 South King Street
Suite 1 163
Honolulu, HI 96814 99-0354937 $1,000 00 for Rail Law Suit
Immaculate Heart Radio
3256 Penryn Road, Suite 100
Loomis, CA 95650 501(c)(3) $500 00 for generaljperations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Artgton, VA 22201-4432 94-1623852 501(c)@ $150,000 00 forjgteral operations
lnstitute for Justice
901 North Glebe Road
Suite 900
VA 22203-1854 524744337 501 (c)(31 $2,000 00 for generalaerations
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washingt, DC 20008 27-1657203 501(cl3l $80,000 00 for general operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0047
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U 8
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(13)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Moving Picture Institute
375 Greenwich Street
New York, NY 10013
20-3237801
501(c)(3)
$50,000 00
for Bob Bowden's promoting
school choice via MPI
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
501(c)(3)
$2,000 00
NIA
forjeneral operations
NF 18 Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1570449
501 (6)111
$250,000 00
for eneral operations
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco, CA 94111
94-2528433
501(c)(3)
$5,000 00
for general operations
Patrick Henry Center for Individual Liberty
10611 Balls Ford Road #120
Manassas, VA 20109
54- 1 865651
501(c)(3)
$30,000 00
fogeneral operations
Reason Foundation
3415 South Sepulveda Boulevard
Suite 400
Los Angeles, CA 90034-6014
95-3298239
501(c)(3)
$200,000 00
for general operations
Ryan Foundation
Wlanova University, Old Falvey 304
800 Lancaster Avenue
wllanova, PA 19085
41-3169151
501(c)(3)
$50,000 00
fbo Ryan Foundation in
support of the Matthew J
Ryan Center for the Study of
Free lnstitutions and the
Public Good
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
$49,600 00
for Americans for Prosperity
Foundation -
cpter
24
Schedule I (Fomt 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0048
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U 3
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
DC 20005
94-2763845
501(c)(3)
$1,000 00
in response to the annual
appeal
Brookings Institution - Governance Studies
Project
1775 Massa husetts Ave NW, Room 803
Washmton, DC 20036
53O196577
503913)
$7,950 00
for Stuart Taylor book proiect -
overhead e_xpenses
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351 785
501(c)(3)
$1,500 00
NIA
for Eneral operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351785
5011913)
$2,500 00
for special event sponorship
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564
52-1526916
501(c)(3)
$1,00000
in response to the "Now We
Must Govem" cargpaign
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Wasgton, DC 20009
1 3-622 3604
501 (913)
$10,000 00
for general operations
Hudson Institute
1015 15th Street, NW
6th Floor
Wasmgton, DC 20005-2705
13-1945157
so1(c)g3)
$5,000 00
for Doolittle Prize Dinner
Table
Illinois Policy Institute
190 South Street
Suite 1630
Chicago, IL 60603
41-2057028
501 (gm)
$7,500 00
for general operations
25
Schedule I (Fomi 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0049
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
26
Purpose of
Grant or
Assistance
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Arlington, VA 22201-4432
94- 1623852
501 (0)13)
$1,000 00
in response to the annual
appeal
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$1,000 00
for general operations
Media Research Center
325 South Patrick Street
Alexandna, VA 22314
54-1429009
501(c)(3)
$5,000 00
for the annual trustee drive
National Center for Public Policy Research, Inc
501 Capitol Court, NE
Suite 200
Washington, DC 20002
52-1226614
501(c)(3)
31.000 00
in response to the 2011
Shareholder Activism
Campaign (2 1 matching) for
the Free Enterprise iiect
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1 750188
501(c)(3)
$1,250 00
for general operations
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springeld, VA 22160-0002
59-1588825
501(c)(3)
$2,000 00
for general operations
PEF - Israel Endowment Fund
Shurat Hadin do PEF
317 Madison Ave Suite 607
New York, NY 10017
136104086
501(c)(3)
$100,000 00
NIA
for general operations
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108
57-0952531
501(c)(3)
$1,000 00
in response to the Restore
America's Future appeal
Schedule I (Fomi 990 or 990-EZ) 201 1
CITIZENAUDIT.ORG PAGE #0050
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Amencan Council on Science Health
1995 Broadway, 2nd Floor
New York, NY 10023-5860
13-2911127
501
$99,007 62
loijgneral operations
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Anington, VA 22201-3097
524527294
501 (c)(3L
$50,000 00
for general operations
Citizens in Charge Foundation
2050 Old Bridge Raod, Suite 103
Lake Ridge, VA 22192
134070270
501(c)(3)
$25,000 00
for general operations
Clare Boothe Luce Policy Institute
112 Elden Street
Suite P
Hemdon, VA 20170
54-1672138
501(c)(3)
$15,000 00
NIA
for general operations
Clarion Fund
255 West 36th Street
Suite 800
New York, NY 10018
20-5845679
501(c)(3)
$125,000 00
for general operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington. DC 20036
52-1351785
501(c)(3)
$10,000 00
NIA
for general operations
Danish American Society
One Dag Hammerskiolds Plaza, 885 2nd
Avenue
18th Floor
New York, NY 10017
1345167958
501(c)(3)
$7,000 00
for a dinner sponsorship
Imagination Productions
105 East 34th Street
Suite 117
New York, NY 10016
26-1264680
501(c)(3L
$125.000 00
torjgneral operations
27
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0051
Donors Trust, Inc 52-2166327
1, Grants to Organizations and lndviduals in the U S
Part ll, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
28
Purpose of
Grant or
Assistance
Independence Institute
727 East 16th Avenue
Denver. CO 80203
84-0990300
$100,000 00
fogeneral operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501 (919)
$30,000 00
for City Journal's story ideas
(Tracking Calil'omia's Jobs,
Firms and Economic Growth
Maniuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52-197521 1
501 (OX3)
$25,000 00
for general operations
National Center for Public Policy Research, Inc
501 Capitol Court, NE
Suite 200
Washington, DC 20002
52-1 226614
501 (OX9)
$35,000 00
for general operations
Witherspoon lnstitute
16 Stockton Street
Princeton, NJ 08540
550835528
501
$125,000 00
to support Jennifer Bryson's
work on Islam and Civil
Society
Student Free Press Association
P 0 Box 1996
VA 22195
501 (919)
$100,000 00
for general operations
Student Free Press Association
P O Box 1996
VA 22195
NIA
501
$96,903 14
foigeneral operations
Americans for Prosperity Foundation
2111 Vllson Boulevard
Suite 350
AHIDQEVA 22201-3097
52-1527294
501(c)(3)
$16,800 00
togeneral operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0052
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
03)
EIN
(G)
IRC
Section if
Applicable
(6)
Amount of Amount of
Cash Grant Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Catalogue for Philanthropy
124 Watertown Street
Suite 38
Watertown, MA 02472
16-1645596
$26,050 00
for the Non-Prot Typology
Project
Committee for a Constructive Tomorrow
621 Harvest Court
Bel Air, MD 21014
52-1 462893
501(c)(3)
$1,000 00
for the CFACT Environmental
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington. DC 20001-1564
52-1 526916
501
$148,923 00
general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$50,000 00
for general operations
Americans for Prospenty Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
501(c)(3)
3150.000 00
for pnonty pro ects
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$30,000 00
for general operations
Americans for Oxford
University of Oxford North American Office
500 Fifth Avenue, 32nd Floor
New York, NY 10110
52- 1 495060
some;
315,000 00
for lsabel Behncke's research
in the Oxford Anthropology
Department
Americans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Ar1ington, VA 22201-3097
52-1527294
501(c)(3)
$16,600 00
for general operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0053
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part ll, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(D)
EIN
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
NonCash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
NonCash
Assistance
30
Purpose of
Grant or
Assistance
Competitive Emerprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1 351 785
$36,000 00
for general operations
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501()(3)
$40,000 00
for eneral operations
Free To Choose Network, Inc
2002 Filmore Avenue
Suite 1
Erie, PA 16506
521455677
501(c)(3)
$5,000 00
for the Don Boudreaux Book
Project
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Arlington, VA 22201-4432
94-1623852
5%9(3;
$10,000 00
l
for general operations
National Center for Science Education, Inc
420 40th Street. Suite 2
Oakland, CA 94609-2509
1 1-2656357
5o1(g(3)
$6.000 00
for general operations
National Right to Work Legal Defense
Foundation,
8001 Braddock Road
Springeld, VA 22160-0002
59-1588825
501(c)(3)
$35,000 00
for general operations
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington. DC 20004
62-1570449
509(3;
$80,000 00
for general operations
Teneo Inc
1015 18th Street, NW
Suite 425
Washington, DC 20036
80-0305723
501(c)(3)
$25,000 00
for general operations
Schedule I (Form 990 or 990EZ) 2011
CITIZENAUDIT.ORG PAGE #0054
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(13)
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
Cemer for Education Reform
910 17th Street, NW
11th Floor
Washington, DC 20006
52-1847187
501(c)(3)
$4,000 00
for general operations
David Horowitz Freedom Center
PO Box 55089
Shennan Oaks, CA 91499-1964
954194642
501
$50,000 00
for general operations
Empower Texans Foundation
27-1553324
501gc)3)
$18,500 00
for general ogrations
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu. HI 96814
99-0354937
$5,000 00
for general operations
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washington, DC 20008
2746572033
50H913)
$80,000 00
NIA
for general operations
Ministry Services Group
11625 Rainwater Dnve, NE
Suite 500
Alpharetta, GA 30009
O1-0654014
503913)
$50,000 00
for general operations
National Legal 8. Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1750188
5o1(g)t3)
$1,250 00
for general operations
Shnners Hospitals for Children
PO Box 31356
Tampa. FL 33631
36-2193608
501(c)(3)
$5,000 00
for general otgrations
Schedule I (Form 990 or 2011
CITIZENAUDIT.ORG PAGE #0055
Donors Trust, Inc 522166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
NonCash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal.
other)
(9)
Description of
NonCash
Assistance
Purpose of
Grant or
Assistance
Amencan Maionty
PO Box 87
Purcellville, VA 20134
26-1501154
501lc)3)
$50,000 00
for general operations
Center for Education Retonn
910 17th Street, NW
11th Floor
Washington, DC 20006
5248447187
501(c)@
$4,000 00
for general operations
Freedom Foundation
PO Box 522
Olympia, WA 98507-0522
943136961
501(c)(3)
$3,000 00
for general operations
Institute for the Study of War Inc
1400 16th Street, NW
Suite 515
Washington, DC 20036
26-0273675
501(c)(3)
$495,055 91
for general operations
Institute of World Politics
1521 16th Street, NW
Washington, DC 20036
52-1699641
501(c)(3)
$2,500 00
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
132912529
501(c)(3)
$39,000 00
for standpoint Magazine of
the Social Affairs Unit in
support of Christopher
CaIdwelI's essays
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1570449
501lc)j3)
$300,000 00
for general operations
Student Free Press Association
P O Box 1996
VA 22195
27-2277658
501(c)(3)
$165,600 00
for 7,200 National Review
subscriptions
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0056
Donors Trust. Inc 52-2166327
1. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Utah State University
Old Main 26
Logan, UT 84322-2400
501(c)(3)
$30,000 00
for the benet of the PFOJOC1
on Liberty and American
Constitutionalism
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids. MI 49503-2718
38-2926822
501
31.00000
for gneral operations
American Maionty
PO Box 87
Purcellville, VA 20134
26-1501154
501(c)(3)
$135,580 00
for general operations
Duke University
PO Box 90204
Durham, NC 27708
5643532129
501 (CKQL
$25,000 00
for the benet of the Program
in American Values and
Institutions
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
237327730
501(c)(3)
$1,000 00
for general operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Adington, VA 22201-4432
94- 1623852
501(c)(3)
$1,000 00
for general operations
John Adams Center
clo Brigham Young University, 750 SWKT
Provo, UT 84602
27-0151485
501
$15,000 00
torjgneral operations
Philanthropy Roundtable
1730 M Street. NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
$1,000 00
for gneral operations
33
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0057
Donors Trust, Inc 52-2166327 34
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(6) lb) (C) (8) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Pioneer Institute for Public Policy Research
85 Devonshire Street
8th Floor
Boston. MA 02109-3501 22-2632081 501(c)(3) $5,000 00 in memorLof Lovett C Peters
Texas Public Policy Foundation
900 Congress Avenue
Suite 400
Austin. TX 78701 74-2524057 50t@)L3) $10,000 00 for general operations
Students for Liberty
PO Box 17321 for Charity Poker Tournament
Arlington, VA 22216-7321 94-3435899 501(c)L3) $5,000 00 NIA
Americans for Prospenty Foundation
2111 Wilson Boulevard
Suite 350
Artington, VA 22201-3097 52-1527294 501(c)(3) $16,600 00 for AFP chapter
Amencans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097 524527294 501 (c)L3) $16,800 00 for Pennsiania AFP chapter
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403 237432162 501(c)(3) $5,000 00 forjeneral operations
Foundation for Cultural Review
900 Broadway
Suite 602 to support anicles and books
New Yoi1<, NY 10003 13-3108424 501(g1(3) $10,000 00 on oonservative themes
Fund for Amencan Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009 13-6223604 501(c)(3) $5,000 00 foeneral operations
Schedule I (Form 990 or 990EZ) 2011
CITIZENAUDIT.ORG PAGE #0058
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(C)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
lnstitute for Humane Studies
3301 Nonh Fairlax Drive
Suite 440
VA 22201-4432 94-1623852 501(c)(3)
$10.000 00
for general Qerations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington. VA 22203-1854 521744337 501(c)(3)
$2,000 00
for general ogerations
l Network for TeachingEntrepreneurship 13-3408731 501
$55,000 00
NIA
for general ggerations
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004 62-1570449 50jg)(3)_
$60,000 00
for general operations
Reason Foundation
3415 South Sepulveda Boulevard
Suite 400
Los Agqgles, CA 90034-6014 95-3298239 501(c)(3)
00
for general ogerations
Rockefeller University
1230 York Avenue
New York, NY 10021 13-1624158 501(c)(3)
510.000 00
for general ogerations
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington. VA 22209-3108 57-0952531 501(c)(3)
$2,000 00
for general operations
Yankee institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108 52-1358144
$15,000 00
for general cmerations
35
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0059
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(0)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Loyola University of Chicago
1032 W Sheridan Road, #319
Chicago, IL 60660
36-1408475
$20,000 00
for the David Hume Forum
Independent Women's Forum
1875] Street, NW
Suite 500
Washington, DC 20006
54-1670627
501(c)(3)
$154,154 23
for general operations
Sam Adams Alliance
400 West Erie, Suite #407
Chicago, IL 60654-6912
20-5792227
501(c)(3)
$50,000 00
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
942763845
501(c)(3)
$2,000 00
for Institute de Libertad y
Desarrollo
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$5,000 00
for T Palmer gojects
Committee for a Constructive Tomomow
621 Harvest Court
BelAir, MD 21014
52-1462893
501(c)(3)_
$197350 00
NIA
tor CFACTs education fund
Empower Texans Foundation
27- 1 553324
501(c)(3)
$18,500 00
NIA
for general opgrations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)_
$1,000 00
for the President's Club
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0060
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
(fl (9)
Description of
Non-Cash
Assistance
other)
Purpose of
Grant or
Assistance
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$15,000 00
for general operations
John Hancock Committee for the states
3509 Connecticut Ave NW, Suite 260
Washington, DC 20008
27-1657203
501(c)(3)
$80,000 00
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017
132912529
501(c)(3)
$15,000 00
Ior general operations
National Center for Policy Analysis
PO Box 650298
Dallas, TX 75265-0298
75-1804932
501(c)(3)
$5,000 00
for John Goodman's work
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco, CA 94111
94-2528433
501(c)(3L
$5,000 00
for general operations
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108
570952531
501(c)(3)
$10,000 00
for general operations
Amencan Ideas Institute
4040 Fairfax Drive
Suite 140
Artington, VA 22203
27-031 1492
501(c)(3)
$50,000 00
NIA
for general operations
Citizens in Charge Foundation
2050 Old Bridge Raod, Suite 103
Lake Ridge, VA 22192
1 3-40702 70
501(c)(3)
$25,000 00
for general operations
37
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0061
Donors Trust, Inc 522166327
I, Grants to Organizations and lndviduals in the US.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Group, Inc
PO Box 19366
Kalamazoo, Ml 49019
2741904516
501(c)(3)
$15,000 00
for general operations
Institute of Wortd Politics
1521 16th Street, NW
Washington, DC 20036
52-1 699641
501(c)(3)
$2,500 00
for general operations
Middle East Media and Research Institute, Inc
PO Box 27837
Washington, DC 20038-7837
52-2068483
501(c)(3)
$5,000 00
for general operations
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$1,000 00
for general operations
Project Ventas
3308 Bourbon Street
VA 22408
27-2894856
501(c)(3)
$15,000 00
for general operations
University of Anzona Foundation - Philosophy
Department
PO Box 210027
Tucson, AZ 85721-0027
86-6050388
501(c)(3)
$76,000 00
for the Arizona Center for the
Philosophy of Freedom
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
5243581441
501(c)(3)
$15,000 00
for general operations
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
26-4029303
501(c)(3)
$42,000 00
for general operations
38
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0062
Donors Trust, Inc 52-2166327
1, Grants to Organizations and lndviduals tn the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(0)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Artington, VA 22201-4432
94-1623852
501(c)(3)
35.000 00
for 50th Anniversary event
Sam Adams Alliance
400 West Erie, Suite #407
Chicago. IL 60654-6912
20-5792227
501(c)(3)
$50,000 00
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$50,000 00
for general operations
Public Notice Research and Education Fund
1220 North Fillmore Street
Suite 300
Arlington. VA 22201-6501
27-3197768
501(c)(3)
$300,000 00
for general operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
38-2926822
501(c)(3)
$500 00
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
31.000 00
for general operations
Cato Institute
1000 Massa husetts Avenue, NW
Washington, DC 20001-5403
23-7432162
501(c)(3)
$5,000 00
for general operations
Center for Competitive Politics
124 South West Street
Suite 201
Alexandria, VA 22314
20-3676886
501
$1.000 00
for general operations
Schedule I (Fonn 990 or 990-E2) 2011
CITIZENAUDIT.ORG PAGE #0063
Donors Trust. Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Ia)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Center for Independent Thought
1420 Walnut Street
Suite 101 1
Philadelphia, PA 19102
520945376
$40,000 00
for Stossel in the Classroom
Commonwealth Foundation for Public Policy
Alternative
225 State Street
Suite 302
Hamsburg, PA 17101
232473845
501(c)(3)
$500 00
for general operations
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
$250,000 00
for general operations
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$5,000 00
for general operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$25,000 00
in support of your 50th
Anniversary celebration
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$250,000 00
for the capital campaign_
Institute for Justice
901 Nonh Glebe Road
Suite 900
Artington, VA 22203-1854
52-1744337
504(c)(3)
$1,000 00
for general operations
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1 570449
501(c)(3)
$400,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0064
Donors Trust, Inc 522166327 41
I. Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3) (C) (6) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non~Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
PERC
2048 Analysis Drive
Suite A
Bozeman, MT 59718 81-0393444 501(c)(3) $1,000 00 for general QEUOHS
Washington Policy Center
PO Box 3643
Seattle, WA 98124-3643 91-1752769 501(c)(3) $500 00 for general operations
Young America's Foundation
110 Elden Street to preserve and maintain the
Hemdon, VA 20170-4891 23-7042029 5o1(c)ga) $1,000 00 Reagn Ranch
Donors Capital Fund
PO Box 1305
Alexandna, VA 22313 54-1934032 501(c)(3) $500,000 00 for a donor-advised fund
Empower Texans Foundation 27-1553324 501(c)(3) $18,500 00 for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington. DC 20009 13-6223604 $500 00 foggeral orgations
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washington, DC 20008 27-1657203 501(c)3) $80,000 00 for general operations
State Policy Network
1655 North Fort Myer Dnve
Suite 360 for the Oregon Capitol Watch
Arlington, VA 22209-3108 57-0952531 501(c)(3) $90,000 00 Foundation's start-up funds
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0065
Donors Trust, Inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
lh)
Purpose of
Grant or
Assistance
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
382926822
501(c)(3)
$250 00
for general operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
38-2926822
5019(3)
$1,500 00
for an MTF Fellowship to
Acton University
Fourth Presbyterian Church
5500 River Road
Bethesda, MD 20816
530196534
501(c)(3)
$500 00
for the summer youth program
ministry
Freedom Foundation
PO Box 522
Olympia, WA 98507-0522
94-3136961
51(9(3)
$2,500 00
for general operations
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu, HI 96814
99-0354937
501(c)(3)
$1,000 00
for Liberty Coalition
Development
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$100 00
for general operations
Committee for a Constructive Tomorrow
621 Harvest Court
Bel Air. MD 21014
52-1462893
501(c)(3)
$99,950 00
for CFACT's Environmental
Educational Fund
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
38-2926822
501(c)(3)
$5,000 00
for 21 st Annual Dinner
42
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0066
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S
(8)
i Name and Address of
i Organization or
Government
(bl
EIN
i Part II, Grants to Organizations and Governments in the U.S.
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$10,000 00
for projects directed by
Leonard Liggio
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351 785
$60,000 00
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairfax Dnve, 4th Floor
Artington, VA 22201-4433
544436224
$7,000 00
for general op_erations
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco, CA 94111
942528433
501(c)(3)
501(c)(3)
$1,000 00
for general operations
Sam Adams Alliance
400 West Ene, Suite #407
Chicago, IL 60654-6912
20-5792227
5030(3)
$75,000 00
for general operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$15,00000
NIA
for general operations
Young Amenca's Foundation
. 110 Elden Street
Hemdon, VA 20170-4891
23-7042029
501(c)(3)
$20.000 00
for general operations
American Spectator Foundation
1611 North Kent Street
Suite 901
Arlington, VA 22209-2111
23-7002632
501(c)(3)
$5,000 00
to support the November 1
annual dinner
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0067
Donors Trust, 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part ll, Grants to Organizations and Governments in the U.S.
la)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Discovery Community Church
P O Box 111840
Tacoma, WA 98411
501
$15,000 00
NIA
for general operations
Discovery Institute
1511 Third Avenue, Suite 808
Seattle, WA 98101
91-1521697
501(g)L3)
$250,000 00
for general operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Aitington, VA 22201-4432
94-1623852
501(c)(3)
$5,000 00
for general operations
Leadership Institute
1101 North Highland Street
Arlington, VA 22201
51-0235174
$60,000 00
for general operations
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)3)
$300,000 00
for general operations
Institute on Religion and Public Life
156 Fifth Avenue, Suite 400
New York, NY 10010
524628303
5039163)
$29,550 00
for the Hertog/Simon
Seminar After Liberalism
Intercollegiate Studies Institute
3901 Centerville Road
Wilmington, DE 19087-1938
23-6050131
5o1(c)g3)
$2,500 00
for Silver Sponsorship of the
u ming Annual Dinner
Juilliard School
60 Lincoln Center Plaza
New York, NY 10023
13-1624067
501(c)(3)
$7,000 00
for a Student Aid Grant ot
su port graduate studies
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0068
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
Amencans for Tax Refonn Foundation
722 12th Street, NW
Suite 400
Washington, DC 20005
52-1400492
501(c)(3)
$40,000 00
for general operations
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
315.000 00
for general operations
Landmark Legal Foundation
19415 Deereld Avenue
Suite 312
Leesburg. VA 20176
51 -0203802
501(c)(3)
$40,000 00
for general operations
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
VA 22160-0002
59-1588825
$40,000 00
for gneral operations
Empower Texans Foundation
27-1553324
501(c)(3)
$18,500 00
for general operations
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu, HI 96814
99-0354937
501(c)(3L
$1,000 00
for Liberty Coalition
development
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washington. DC 20008
27-1657203
501(c)(3)
$80,000 00
for general operations
National Legal 8. Policy Center
107 Park Washington Court
Falls Church. VA 22046
52-1 750188
501(c)(3L
$1,250 00
for general operations
45
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0069
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Students for Liberty
PO Box 17321
Arlington, VA 22216-7321
94-3435899
5j0)(3L
$5,000 00
to support the chanty Poker
Tournament
Americans for Prosperity Foundation
2111 Vllson Boulevard
Suite 350
Aitington, VA 22201-3097
52-1527294
5o1(c)iL
$300,000 00
for general operations
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
264066298
$350,000 00
for general operations
Legacy Foundation
do The Security National Bank
601 Pierce Street, Department
Sioux City, IA 51101-1205
26-3853831
50c)(3)
$625,000 00
for general operations
Public Notice Research and Education Fund
1220 Nonh Fillmore Street
Suite 300
Arlington, VA 22201-6501
27-3197768
501(c)(L
$800,000 00
for general operations
Committee for a Tomorrow
621 Harvest Court
Bel Air, MD 21014
52-1462893
501(c)L
$99,950 00
for general operations
Center for Education Reform
910 17th Street, NW
11th Floor
DC 20006
52-1847187
$7,000 00
for general operations
Foreign Policy Initiative
11 Dupom Circle, NW
Suite 325
Washington, DC 20036
2643929155
3500.000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0070
Donors Trust. Inc 52-2166327 47
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(9) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Landmark Legal Foundation
19415 Deereld Avenue
Suite 312
Leesburg, VA 20176 51-0203802 501(c)(3) $2,000 00 for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York, NY 10017 13-2912529 - 501(c)(3) $6,000 00 for general operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108 52-1356144 501(c)g)_ $15,000 00 for gneral operations
Group, Inc
PO Box 19366
Kalamazoo, MI 49019 27-0904516 501(c)(3)_ $20,000 00 for general operations
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco. CA 94111 94-2528433 501(c)(3) $5,000 00 for Gala Sponsorship
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3)_ $2,500 00 for Freedom Dinner
Committee for a Constructive Tomorrow
621 Harvest Court
Bel Air, MD 21014 52-1462893 501(c)(3) $199,930 00 for general operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036 52-1351785 501(c)(3) $10,000 00 for the Labor Policy Program
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0071
Donors Trust. Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(0)
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
International Policy Network US. Inc
214 Massachusetts Avenue, NE
Washington, DC 20002
52-2363626
$5,000 00
for the Bastiat Pnze Program
only, not for the program's
dinner
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
$350,000 00
for general operations
Iranian Freedom Institute
PO Box 1722
Falls Church, VA 22041
27-05861 16
501(c)(3)
$100,000 00
for general operations
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1 570449
501 (c)(3L
$300,000 00
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
$50,000 00
for general operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Arlington, VA 22201-4432
94-1623852
$10,000 00
in support of the 50th
Anniversary Dinner
Young America's Foundation
110 Elden Street
Hemdon, VA 20170-4891
23-7042029
501(c)(3)
$20,000 00
for general operations
Hudson Institute
1015 15th Street. NW
6th Floor
Washington, DC 20005-2705
13-1945157
501(c)(3)
$115,000 00
for general operations
Schedule I (Fomi 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0072
Donors Trust, Inc 52-2166327 49
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
la) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Acton Institute
161 Ottawa Avenue NW lor the Help a Promising
Suite 301 Leader Learn about Liberty
Grand Rapids, Ml 49503-2718 38-2926822 501(c)(3) $2,500 00 mailing
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $10,000 00 for generaperations
Empower Texans Foundation 27-1553324 501(c)(3) $185003 00 for general operations
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260 l
Washington, DC 20008 27-1657203 501(c)(3) $80,000 00 for general operations
New York Histoncal Society
170 Central Park West
New York, NY 10024 13-1624124 501(c)(3) $5,000 00 for the History Makers Gala
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $500 00 for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor for the 30th Anniversary
Washington, DC 20005 94-2763845 501(c)(3) $10,900 00 Freedom Dinner 1
Cato lnstitute
1000 Massa husetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $1,000 00 for general operations
Schedule I (Form 990 or 990-EZ) 2011 l
CITIZENAUDIT.ORG PAGE #0073
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U
3
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
NonCash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
NonCash
Assistance
Purpose of
Grant or
Assistance
Citizens in Charge Foundation
2050 Old Bndge Raod, Suite 103
Lake Ridge, VA 22192
13-4070270
501(c)(3)
$100 00
for general operations
Committee for a Constructive Tomorrow
621 Harvest Coun
Bel Air, MD 21014
524462893
501
$1,000 00
for general operations
Diocese of San Jose
1150 North 1st Street, Suite 100
San Jose. CA 95112-4966
94-2734503
501(c)(3)
$200 00
for the Annual Diocesan
Appeal
Federalist Society
101518th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)
$93,000 00
for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564
52-1 526916
501(c)(3)
$100,000 00
for general operations
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu, HI 96814
99-0354937
501(c)(3)
$3,500 00
for website development and
HR advertising
Illinois Policy Institute
190 South LaSalIe Street
Suite 1630
Chicago, IL 60603
41 -2057028
501(c)(3)
$500 00
for general operations
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$500 00
for general operations
50
Schedule I (Fomi 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0074
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$500 00
NIA
for general operations
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washington, DC 20036
13-2943020
501(c)(3)
$5,000 00
for general operations
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209-3108
570952531
501(c)(3)
$100 00
for general operations
American Majority
PO Box 87
Purcellville, VA 20134
26-1501154
501(c)(3)
$50,000 00
for general operations
Americans for Limited Government Research
Foundation
9900 Main Street, Suite 303
Fairfax, VA 22031
52-2020468
501(c)(3)
$500.000 00
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501
$2,000 00
for general operations
Autism Speaks
5455 Wilshire Suite 2250
Los Angeles, CA 90036
20-2329938
501(c)(3)
$1,000 00
for sponsorship of Billy Mann
run in 2011 ING NYC
Marathon with Autism Speaks
Harvard University
Knafel Building - Harvard University
1737 Street
Cambridge, MA 02138
530199180
501(c)(3)
$70,000 00
for the Program on
Constitutional Government
Schedule I (Fonn 990 or 2011
51
CITIZENAUDIT.ORG PAGE #0075
Donors Trust. Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
NonCash
Assistance
(0
Method of
Valuation (book, FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
52
Purpose of
Grant or
Assistance
Institute for Humane Studies
3301 North Fairtax Drive
Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$1.000 00
for 50th anniversary
celebration
Institute of Wortd Politics
1521 16th Street, NW
Washington, DC 20036
5246599641
501
$2,500 00
for general operations
Intelligence Squared U S Foundation
590 Madison Avenue
30th Floor
New York. NY 10022-8547
27-1022579
501(c)(3)
$15,000 00
for general operations
MIT Chemical Engineering Department
77 Massachusetts Ave
Cambridge. MA 02139
04-2103594
501(c)(3)
$15,000 00
for the benet of the Beiamin
Franklin Forum
Singularity Institute for Articial Intelligence Inc
PO Box 472079
San Francisco. CA 94147-2079
58-2565917
501(c)(3)
$10,000 00
for general operations
Stony Brook Foundation Inc
230 Administration
Stony Brook. NY 11794~1188
1 16077945
501(c)(3)
$12,000 00
for Turkana Basin Institute
Student Achievement and Advocacy Services
1511 16th Street#101
Santa Monica. CA 90404-3347
52-2237872
501(c)(3)
$6,250 00
for the Adventures of the Mind
rogram
Conservative Agenda Project
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007
26-4029303
501(c)(3)
$45,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0076
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
lntemational Policy Network US, Inc
214 Massachusetts Avenue, NE
Washington, DC 20002
522353626
501(c)(3)
$2,000 00
to supplement awards made
dunng the Bastiat Pnze
Dinner
lntemational Policy Network US, Inc
214 Massachusetts Avenue, NE
Washington, DC 20002
52-2363626
$12,000 00
NIA
for the Bastiat Dinner
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$15,000 00
for general operations
American Enterpnse Institute
1150 Seventeenth Street, NW
Washington, DC 20036
53-0218495
50jE)(3)
$250 00
for general operations
Cato Institute
1000 Massa husetts Avenue, NW
Washington. DC 20001-5403
23-7432162
501 (99)
$200 00
for general operations
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351 785
$200 00
for general operations
Freedom Foundation
PO Box 522
Olympia, WA 98507-0522
943136961
501(c)(3)
$2,500 00
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
5o1(g(3)
$100 00
for general erations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0077
Donors Trust. Inc 522166327
I, Grants to Organizations and Indiriduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
524744337
501
$100 00
for general operations
Mercatus Center. GMU
George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433
54-1 436224
$200 00
for general operations
Reason Foundation
3415 South Sepulveda Boulevard
Suite 400
Los Angeles, CA 90034-6014
95-3298239
501(c)(3)
$200 00
for general operations
Yellowstone Park Foundation
222 East Main Street, Suite 301
Bozeman, MT 59715
830311166
501(c)(3)
$30,000 00
for your Slough Creek
watershed/rainbow trout
PFOJEC1
Committee for a Constructive Tomorrow
621 Harvest Court
Bel Air, MD 21014
52-1462893
$199,950 00
for CFACTS Environmental
Educational Fund
Center for Individual Rights
1233 20th Street, NW
Suite 300
Washington, DC 20036-1609
52-1600481
501(c)(3)
$10,000 00
for the litigation program
America's Maionty Foundation
8640 Travis Street
Overland Park, KS 66212
22-3947727
501(c)(3)
$25,000 00
for the Nevada project
Center for Competitive Politics
124 South West Street
Suite 201
Alexandria, VA 22314
2043676886
so 1 iciia)
$15,000 00
for general operations
54
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0078
Donors Trust, Inc 522166327
I, Grants to Organizations and lndviduals in the U 5
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Legacy Foundation
do The Security National Bank
601 Pierce Street, Trust Department
Sioux City, IA 51101-1205
26-3853831
501(c)(3)
$1,000,000 00
for Leneraloierations
Empower Texans Foundation
27-1553324
501(c)(3)
$18,50000
for gneral operations
John Hancock Committee for the States
3509 Connecticut Ave NW, Suite 260
Washington, DC 20008
271657203
501(c)(3)
$51,91616
lorieneral operations
Africa Fighting Malana Int Inc
1150 17th Street, NW, Suite 910
Washington, DC 20036
30-0162292
$10,000 00
for Roger Bate's project
Discovery Institute
1511 Third Avenue, Suite 808
Seattle, WA 98101
91-1521697
501(c)(3)
$250,000 00
for general operations
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu, HI 96814
99-0354 93 7
501(c)(3)
$1,000 00
for Liberty Coalition
Development
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163
Honolulu, HI 96814
99-0354 937
501(c)(3)
$1,000 00
for Liberty Coalition
Development
Federalist Society
1015 18th Street, NW
Suite 425
Washington, DC 20036-5221
36-3235550
501(c)(3)_
$20,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0079
Donors Trust, Inc 522166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la)
Name and Address of
Organization or
Government
(D)
EIN
(Cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
8 1 -0393444
501(c)(3)
$1,000 00
for the PERC building
campaign
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$10,000 00
for general operations
(motivated to support
international outreach and
discov4er1/)
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854
52-1744337
501(c)(3)
$2,500 00
for general operations
Judicial Watch
425 Third Street, SW
Suite 800
Washington, DC 20024
52-1885088
501(c)(3)
$2,500 00
for general operations
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood, CO 80227
84-0736725
501(c)(3)
$2,500 00
for general operations
Illinois Policy Institute
190 South Lasalle Street
Suite 1630
Chicago, IL 60603
41-2057028
501 (c)(31
$116,706 76
for general operations
Job Creators Alliance
1700 Pacific Avenue
Workplace Solutions, Suite #3640
Dallas, TX 75201
501(c)(3)
$125,000 00
for general operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Haittord, CT 06108
52-1358144
501 (C) (3)
$15,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0080
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Community Action Centers Project
2600 Ovenand Avenue
Suite 315
Los Anggles, CA 90064-3253
20-0071617
501lc)j3)
$800,000 00
for the Florida Project
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004
62- 1 570449
501(c)(3)
$250,000 00
for general operations
America's Maionty Foundation
8640 Travis Street
Ovenand Park, KS 66212
22-3947727
501(c)(3)
$39,600 00
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)Q)
$50,000 00
for general operations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washqton, DC 20005
94-2763845
501
$1,000 00
for general operations
Grassroot Institute of Hawaii
1314 South King Street
Suite I163
Honolulu. HI 96814
9903154937
501(c)(3)
$5,250 00
for the Amicus Brief to
SCOTUS
America's Maionty Foundation
8640 Travis Street
Ovenand Park, KS 66212
22-3947727
501(c)()
$1,000 00
for general operations
Illinois Policy Institute
190 South Lasalle Street
Suite 1630
Chicago, IL 60603
41 -2057028
501(c)(3)
$7,500 00
for general operations
57
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0081
Donors Trust, Inc 52-2166327 55
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Ia) (bl (cl Id) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Competitive Enterprise Institute
1899 L Street, NW
12th Floor
Washgton, DC 20036 52- 1351 785 501(cl(3) $1,000 00 fomgneral operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Raprds, MI 49503-2718 38-2926822 501(c)L3) $25.000 00 tornereiperations
Amencans for Prosperity Foundation
2111 Vllson Boulevard
Suite 350
Artini, VA 22201-3097 52-1527294 501(c)(3) $90,000 00 for general gperations
Cato Institute
1000 Massa husetts Avenue, NW
Washimton, Dc 20001-5403 23-7432162 501913) $25,000 00 for neraI_opera1ions
Federalist Society
1015 18th Street, NW
Suite 425
Wasmgton, DC 20036-5221 35-3235550 sogg1(3)K $25,000 00
Furman University
Department of Political Science
3300 Poinsett Highway tor the benet of The
Greenville, SC 29613-1000 57-0314395 5014913) $30,000 00 Tocqueville Program
Grassroot Institute of Hawaii
1314 South King Street
Suite 1163 for Liberty Coalition
Honolulu, HI 96814 99-0354937 51.000 00 Development
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $25,000 00 for generalgaerations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0082
Donors Trust, Inc 52-2166327 59
I, Grants to Organizations and lndviduals in the U 8
Part ll, Grants to Organizations and Governments in the U.S.
la) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Mercatus Center, GMU
George Mason University
3351 North Fairfax Dnve, 4th Floor
VA 22201-4433 54-1436224 501(c)(3) $25,000 00 for general operations
Public Notice Research and Education Fund
1220 North Fillmore Street
Suite 300
Arlington, VA 22201-6501 27-3197768 501(c)(3) $144,000 00 for general operations
Conservative Agenda
1025 Thomas Jefferson Street, NW
Suite 110 G
Washington, DC 20007 26-4029303 501(c)(3) $30,000 00 for general OLFETIODS
Empower Texans Foundation 27-1553324 5039(3) $18,500 00 for general operations
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009 13-6223604 501(c)(3) $5,000 00 for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $5,000 00 for general operations
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
VA 22160-0002 59-1588825 501(c)(3) $20,000 00 for general operations
GMU Foundation
Department of Economics, Enterprise Hall
George Mason University for support of the Merten
Fairfax, VA 22030 544603842 5039(3) $1,000 00 Scholars Endowment
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0083
Donors Trust, inc 52-2166327
I, Grants to Organizations and Indviduals in the U S
Part ll, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
(C)
IRC
Section if
Applicable
id)
Amount of
Cash Grant
Amount of
NonCash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
NonCash
Assistance
60
Purpose of
Grant or
Assistance
Media Research Center
325 South Patnck Street
Alexandria, VA 22314
54-1 429009
$1,000 00
fogeneral operations
Amencan Action Forum
1401 New York Avenue, NW
Suite 1200
Washington. DC 20005
27-0567765
501(c)(3)
$70,000 00
for general operations
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
264066298
$644,000 00
for general operations
Independence Institute
727 East 16th Avenue
Denver, CO 80203
840990300
$100,000 00
for general operations
Independent Women's Fomm
1875 I Street, NW
Suite 500
Washington, DC 20006
54-1670627
501(c)(3)
$40,000 00
for general operations
Institute for Educational Advancement
625 Fair Oaks Avenue
Suite 285
South Pasadena, CA 91030-5836
95-4695698
501(c)(3)
$600,000 00
for support of the Caroline D
Bradley Scholarship Program
Judicial Education Project
9502 Nelson Lane
Manassas, VA 20110
20-2466871
EGX3)
$50,000 00
for general operations
NFIB Legal Foundation
1201 F Street, NW
Suite 200
Washington, DC 20004
62-1570449
501(c)(3)
$200,000 00
for generalgperations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0084
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
NonCash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
61
Purpose of
Grant or
Assistance
Pacic Research Institute for Public Policy
One Embarcadero Center
Suite 350
San Francisco. CA 94111
94-2528433
501(c)(3)
$100,000 00
for general operations
Texas Public Policy Foundation
900 Congress Avenue
Suite 400
Austin, TX 78701
74-2524057
501(c)(3)
$50,000 00
for general operations l
Mercatus Center. GMU
George Mason University
3351 North Fairfax Dnve, 4th Floor
Arlington, VA 22201-4433
541436224
501(c)(3)
$3,000 00
NIA
for general operations
Reason Foundation
3415 South Sepulveda Boulevard
Suite 400
Los Angeles, CA 90034-6014
95-3298239
501(c)(3)
$5,000 00
for general operations
Foundation for Cultural Review
900 Broadway
Suite 602
New York, NY 10003
13-3108424
501(c)(3)
$2,500 00
for the Friends of the New
Cntenon
Middle East Media and Research Institute,
PO Box 27837
Washington, DC 20038-7837
52-2068483
501(c)(3)
$1,000 00
for general operations
National Review Institute
233 Avenue, SE
Washington, DC 20003
13-3649537
501
$9,500 00
for editing and publishing
during October and November
of 201 1
Project Ventas
3308 Bourbon Street
Fredencl<sburg_ VA 22408
27-2894856
501(c)(3)
$10,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0085
Donors Trust. Inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S
Part II. Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
a
Purpose of
Grant or
Assistance
Shnners Hospitals for Children
PO Box 31356
Tampa. FL 33631
36-2193608
501(c)(3)
$1.000 00
for general operations
Cato Institute
1000 Massa husetls Avenue. NW
Washington, DC 20001-5403
23-7432162
$250 00
for general operations
Claremont Institute
937 West Foothill Boulevard
Suite E
Claremont. CA 91711
95-3443202
501(c)(3)
$250 00
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
$250 00
for general operations
National Legal Policy Center
107 Park Washington Court
Falls Church. VA 22046
52-1 750188
501(c)(3)
31.250 00
for general operations
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford. CT 06108
52-1358144
501(c)(3)
$15.00000
for general operations
Cato Institute
1000 Massa husetts Avenue. NW
Washington. DC 20001-5403
23-7432162
501(c)(3)
$250 00
for general operations
Competitive Enterpnse Institute
1899 L Street. NW
12th Floor
Washington, DC 20036
52-1351785
501(c)(3)
$500 00
for general operations
62
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0086
Donors Trust, Inc 52-2166327
1, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
David Project, The
PO Box 52390
Boston, MA 02205-2390
16-1616489
501(c)(3)
$10,000 00
in honor of Seth Klannan
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
1 3-622 3604
501
$500 00
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$250 00
for general operations
Illinois Policy Institute
190 South Lasalle Street
Suite 1630
Chicago, IL 60603
41 -2057028
501(c)(3)
$200,000 00
for general operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Aitington, VA 22201-4432
94-1623852
501(c)(3)
$500 00
for general operations
National Right to Work Legal Defense
Foundation. Inc
8001 Braddock Road
VA 22150-0002
59-1588825
501(c)(3)
$1,000 00
for general operations
PERC
2048 Analysis Drive
Suite A
Bozeman, MT 59718
810393444
501(c)(3)
$500 00
for general operations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, Ml 49503-2718
38-2926822
501(c)(3)
$1,500 00
for general operations
63
Schedule I (Fomt 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0087
Donors Trust, Inc 52-2166327 64
l. Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(al lb) (6) (8) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
American Enterpnse Institute
1150 Seventeenth Street, NW
Washington, DC 20036 530218495 501(c)(3) $500 00 forggneraljperations
Amencan Enterpnse Institute
1150 Seventeenth Street, NW
Washington, DC 20036 530218495 501 $1,000 00 for general gperations
Amencans for Prosperity Foundation
2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097 52-1527294 501(c)(3) $2,000 00 figanemerations
Atlas Economic Research Foundation
1201 L Street, NW
2nd Floor
Washington, DC 20005 94-2763845 501(c)(3) $2,500 00 for general operations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203 480891418 5o1(gg) $1,000 00 for general operations
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203 48-0891418 501(c)(3) $5,000 00 for eneral_operations
Cato lnstitute
1000 Massa husetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000 00 for benefactor renewal
Cato Institute
1000 Massa husetts Avenue. NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000 00 for generaI_operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0088
Donors Trust, Inc 52-2166327 55
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la) (C) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Cato Institute
1000 Massa husetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $8.333 00 for the CaE|1a| Campaign
Competitive Enterpnse Institute
1899 L Street, NW
12th Floor
Washington, DC 20036 52-1351785 501(c)(L $500 00 for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564 52-1526916 501(c)(3) $500 00 for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564 52-1526916 501(c)(3) $5,000 00 for general operations
Fund for Amencan Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009 136223604 $2,000 00 for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington, DC 20002-4999 23-7327730 501(c)(3) $10,000 00 for general operations
Institute for Humane Studies
3301 North Fairfax Dnve
Suite 440
Arligon, VA 22201-4432 94-1623852 501(c)(3) $500 00 for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Artington, VA 22203-1854 52-1744337 501(c)(3) $1,200 00 for general operations
Schedule I (Fomi 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0089
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
lc)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
II
Institute for Justice
901 North Glebe Road
Suite 900
Arlington. VA 22203-1854
52-1744337
501(c)(3)
$5,000 00
for general operations
Leadership Institute
1101 North Highland Street
Ai1ington.VA 22201
51-02351 74
501(c)(3)
$1,500 00
for general operations
Manhattan Institute tor Policy Research
52 Vanderbilt Avenue
New York, NY 10017
13-2912529
5o1(c)m
$1.000 00
for general operations
Mercatus Center, GMU
George Mason University
3351 North Fairtax Dnve. 4th Floor
VA 22201-4433
54-1436224
501(c)(31
31.500 00
for general operations
National Center for Policy Analysis
PO Box 650298
Dallas. TX 75265-0298
75-1804932
501(c)(3)
$5,000 00
for general operations
National Legal 8- Policy Center
107 Park Washington Court
Falls Church, VA 22046
52-1 750188
501(c)(3)
$500 00
for general operations
Rockefeller University
1230 York Avenue
New York, NY 10021
13-1624158
501lcll3)
$10,000 00
for general gierations
Acton Institute
161 Ottawa Avenue NW
Suite 301
Grand Rapids, MI 49503-2718
38-2926822
501(c)(3)
$250 00
for generalgperations
66
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0090
Donors Trust, Inc 52-2166327 57
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
(C) (9) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Bill of Rights Institute
200 North Glebe Road
Suite 200
Arlington, VA 22203 48-0891418 EQQL $100 00 lorgeneral operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403 23-7432162 5t)jc)(3)_ $500 00 for general operations
Cato Institute
1000 Massachusetts Avenue, NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $500 00 forjeneral operations
Citizens Council for Health Freedom
161 St Anthony Avenue
Suite 923
St Paul, MN 55103 41-1916724 501(c)(3) $250 00 for general operations
Institute for Humane Studies
3301 North Fairfax Drive
Suite 440
Anington, VA 22201-4432 94-1623852 501(c)(3) $100 00 for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Arlington, VA 22203-1854 52-1744337 501(c)(3) $500 00 for general operations
Institute for Justice
901 North Glebe Road
Suite 900
Artington, VA 22203-1854 52-1744337 501(c)(3L $1,000 00 forjeneral operations
Landmark Legal Foundation
19415 Deertield Avenue
Suite 312
Leesburg, VA 20176 51-0203802 50gc)(3) $250 00 for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0091
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
(0)
IRC
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Last Hope, Inc
PO Box 114
Farrnington, MN 55024
41 -1 520897
501(c)(3)
$500 00
for general operations
Maniuana Policy Project Foundation
PO Box 77492
Washington, DC 20013
52-1975211
501(c)(3)
$250 00
for general operations
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood. CO 80227
84O73672 5
$100 00
for general operations
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81 -0393444
501(c)(3)
$5,000 00
for general operations
Reason Foundation
3415 South Sepulveda Boulevard
Suite 400
Los Angeles, CA 90034-6014
95-3298239
501(c)(3)
$100 00
for general operations
American Ideas Institute
4040 Fairfax Drive
Suite 140
Artington, VA 22203
27-031 1492
501(c)(3)
$25,000 00
for general operations
Competitive Enterpnse Institute
1899 L Street, NW
12th Floor
Washington, DC 20036
52-1351 785
501(c)(3)
$25,000 00
for general operations
David Horowitz Freedom Center
PO Box 55089
Sherman Oaks, CA 91499-1964
95-4194642
501(c)(3)
$500 00
for general operations
Schedule I (Fonn 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0092
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
69
Purpose of
Grant or
Assistance
Family Taxpayers Foundation
8 East Mam Street
Carpentersville, IL 60110
36-3895370
501(c)(3)
$100,000 00
for general operations
Middle East Forum
1500 Walnut Street,
Suite 1050
Philadelphia, PA 19102
23-7749796
503913)
$15.000 00
for general operations
Fourth Presbytenan Church
5500 River Road
Bethesda, MD 20816
530196534
501(c)(3)
$22,000 00
for the Mortgage Bum
Campaign and Special
Blessings
Fund for American Studies
1706 New Hampshire Avenue, NW
Suite 400
Washington, DC 20009
1 3-6223604
$1.000 00
for Lee Mabel Weil Fellow
Christopher Newport University
1 Avenue of the Arts
Newport News, VA 23606-3072
54-0701501
501(c)(3)
$25,000 00
for the benet of a JMC-
Ventas Post-Doc at the
Center for American Studies
Reason Foundation
3415 South Sepulveda Boulevard
Suite 400
Los Angeles, CA 90034-6014
95-3298239
501(c)(3)
$20,000 00
for general operations
Iranian Freedom Institute
PO Box 1722
Falls Church, VA 22041
27-05861 16
501(c)(3)
$153,450 00
for general operations
Hentage Foundation
214 Massachusetts Avenue, NE
DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0093
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la) (C)
Name and Address of EIN IRC
Organization or Section if
Government Applicable
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
lf)
Method of
Valuation (book. FMV,
appraisal,
other)
70
(9)
Description of Purpose of
Non-Cash Grant or
Assistance Assistance
National Right to Work Legal Defense
Foundation, Inc
8001 Braddock Road
Springfield, VA 22160-0002
59-1588825 scmga)
$2,500 00
for general operations
Schedule I (Form 990 or 990-EZ) 2011
CITIZENAUDIT.ORG PAGE #0094
Schedulel (Form 990) (2011) Donors Trust, Inc. 52-2166327 Page 2
[Part IGrants and Other Assistance to Individuals in the United States. Complete if the organization answered Yes to Form 990, Part IV, line 22.
Part can be duplicated if additional space is needed.
Type of grant or assistance Number of Amount of Amount of Method of valuation (book. (1) Description of non-cash assistance
recipients . cash grant non-cash assistance FMV, appraisal, other)
7
Part IV [Supplemental Information. Complete this part to provide the information reg_uired in Part 1, line 2, and aniother additional information.
I Line 2 1h_e_ 9r_9r_1i_z_a_c i_o_n_ e_n_d _e_a_c13 3_rr1t_ .19 121 _ca s_h_i11q the C.lTlt_
I Line 2 <1r_aLn:e_e_ agree ;11n.d 2e_d_ t_0_ 1_on_e_f;t_ _a:1x di squ_a; i_f_is<2 _A_l _9L;r;t_s
_P_c li_r1e_ 2 E1r_e_ r3a_d_e_t_o_ 9 2u_b_l; c_ _c:1r_i_t I;1o_s_t_ c_a_s 1:1_1e_ <_1a_n_i a_t_i9r; _r ;i_e_s_gp_o11 _t_h_e
BAA Schedule I (Form 990) (2011)
TEEA3902 01/25/12
CITIZENAUDIT.ORG PAGE #0095
OMB No 1545-0047
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered 'Yes' to Form 990, Part IV, line 23.
Attach to Form 990. See separate instructions.
SCHEDULEJ
(Form 990)
@pn
lnspeetion
Employer identication number
Department of the Treasury
Internal Revenue Service
Name of the organization
Donors Trust. Inc. 52*2l66327
Questions Regarding Compensation
Ia Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line Ia Complete Part I I to provide any relevant information regarding these items
First-class or charter travel
Travel for companions
Tax indemnification and gross-up payments
Discretionary spending account
Housing allowance or residence for personal use
Payments for business use of personal residence
Health or social club dues or initiation fees
Personal services maid, chauffeur, chef)
b If any of the boxes on line Ia are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If No,' complete Part to explain 1 b
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line Ia? . .
3 Indicate which, if any, 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 Explain in Part
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
Compensation committee
Independent compensation consultant
Form 990 of other organizations
4 During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization
or a related organization:
a Receive a severance payment or change-of-control payment?
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement?
If Yes to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part
Only section 501(cX3) and 501(c)(4) organizations must complete lines 5-9.
5 For persons listed in Form 990, Part VII, Section A, line Ia, did the organization pay or accrue any compensation
contingent on the revenues of:
a The organization?
b Any related organization?
If 'Yes' to line 5a or 5b, describe in Part
6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the net earnings of
a The organization?
b Any related organization?
If 'Yes' to line 6a or 6b, describe in Part
7 For persons listed in Form 990, Part VII, Section A, line Ia, did the organization provide any non-fixed payments not
described in lines 5 and 6? If 'Yes,' describe in Part . 7 X
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial
contract exception described in Regulations section 53 If 'Yes,' describe in Part
9 If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section 53 9
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0096
Schedule J (Form 990) 2011 Donors Trust#Inc . 522l66327 Page 2
|gairt|lI Officers, Directors, TrusteesLKey Employeesgd Highest Compensated Emplg/ees. Use duplicate copLs if additional space IS needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the instructions on
row (11) Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns for each listed individual must equal the total amount of Form 990, Part VII, Section A, line la, applicable columns (D) and (E) amounts for that individual
(3) Breakdown of W-2 and/or 1099-MISC compensation Retirement and (D) Nontaxable (E) Toiai of columns (F) Compensation
(A) Name Base (ii) Bonus and incentive Ot.her Other deferred benets reported as deferred
compensation compensation reportable compensation "1 prior Form 990
compensation
0-
1 Whitnei L Ball (111601000.
0
2 Jeffrey C. Zysik (ii23(ii)
0)
10 (ii(ii
BAA TEEA4102 01/24/12 Schedule J (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0097
Schedule J (Form 990) 2011 Donors Trust Inc . 522l66327 Page 3
@6266 Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1afor
Part II. Also complete this part for any additional information.
BAA Schedule J (Form 990) 2011
TEEA4103 01/24/12
CITIZENAUDIT.ORG PAGE #0098
SCHEDULE M - -
(Form 990) Noncash Contributions
Complete if the organizations answered 'Yes'
on Form 990, Part IV, lines 29 or 30.
Department of the Treasury
Internal Revenue Service Att3Ch 10 Form 990-
Name of the organization Employer identification number
Donors Trust, Inc. 522l66327
ypes of Property
(3) (C)
Check if Number of Noncash contribution Method of determining
applicable contributions or amounts reported on noncash contribution amounts
items contributed Form 990,
Part line lg
Art Works of art
Art Historical treasures
Art Fractional interests .
Books and publications
Clothing and household goods
Cars and other vehicles
Boats and planes
Intellectual property .
Securities Publicly traded X 41 2, 078 774 . Fair market value
Securities Closely held stock
Securities Partnership, LLC, or trust interests
Securities Miscellaneous
lIl
.1
(N
Qualified conservation contribution
Historic structures
14 Qualified conservation contribution Other
15 Real estate Residential
16 Real estate Commercial
17 Real estate Other
18 Collectibles
19 Food inventory
Drugs and medical supplies
Taxidermy
Historical artifacts
Scientific specimens
24 Archeological artifacts
25 Other
26 Other
27 Other
28 Other
29 Number of Forms 8283 received bg the organization during the tax year for contributions for which the
organization completed Form 828 Part IV, Donee Acknowledgement . . . . 29
30a During the year, did the organization receive by contribution any property reported in Part 1, lines 1-28 that it must
hold for at east three years from the date of the initial contribution, and which is not required to be used for exempt
purposes for the entire holding period .
b If 'Yes,' describe the arrangement in Part II
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions? .
b If 'Yes,' describe in Part II.
33 If the organization did not report an amount in column for a type of property for which column is checked,
describe in Part II
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 201 1
TEEA4601 07/14/11
CITIZENAUDIT.ORG PAGE #0099
Schedule M (Form 990) 2011 Donors Trust, Inc.
[Part II [Supplemental Information. Complete this part to provide the information required by Part 1, lines 30b, 32b,
and 33, and whether the organization IS reporting in Part 1, column the number of contributions, the
number of items received, or a combination of both. Also complete this part for any additional information.
Pt I Line 32b
52-2166327 Page2
Financial institutions/brokers used to sell marketable securities
BAA
TEEA4602 1
Schedule M (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0100
OMB No 1545-0047
SCHEDULE 0 Su I mental lnformati n to Form 990 or 990-EZ
(Form 990 or 990-EZ) pp e 0 1
Complete to rovide information for responses to specic questions on
D n 1 h T Form 9 0 or 990-EZ or to provide any additional information. Open to Public
,nffnaT2vnuese'f,fC; Attach to Form 990 or 990-EZ. Inspection
Name of the organization Employer identication I umber
Donors Trust; Inc. 52'2l56327
Pt Line 3 THE ORGANIZATION CEASED THE STUDENT FREE PRESS ASSOCIATION
Pt Line 3 PROJECT WHICH BECAME A FREE STANDING PUBLIC CHARITY
Pt VI.L _L_1_n9 -3. - 5'2 @551: _I;r L _U_s
_L_1_n -3. -3I_o1_v _c9I1T_RegT_o3 _c2x_131:Y_Iy
Pt _L_1_n -3. _A_s 9915250. QEREBEN
_Ps _L_1_ns -3. 2r:o_G3AM__s_ 15. 3:15 BE 9F. 51:
Pt _L_1_n -3. M9 :2 _Its _o_F_r:E_s1:R_c1i_qR_
_L_l_n .3. _c_o_b1zR_A_c1:o_R_s_ I_s_
_v_I1 _L_i_n -3. 93655 _o_F
_L_1_ng L-EAT.
Pt -3. .4. E93. 93:03; .
Pt _L_1_ns -3. gr: saga. 13qG;_nAi1
Pt VI Line 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ 07/l4/ll Schedule 0 (Form 990 or 990-EZ) 201 l
CITIZENAUDIT.ORG PAGE #0101
Schedule 0 (Form 990 or 990-EZ) 2011 Page 2
Name of the organization Employer identication number
Donors 524166327
_L_i_ng 95 _IygE_P1gD_Eyg _B_o1_3 _2
I_Jr;r_el_i_z _l_o 99 _m_a;1se_t_a12 l_e_ c_u;it_i_e 9
Er_i_o; _p_e_ri_o_d_ ira 9.3.
E1;i_o _p_e_r e_c_r9 y; _r9ze.n9<: ._1_l9
_f<2r_ 1.12
_a_dj 2s_tLnr1t_ 91.6
_LiI1e_ EL 99 EA. PJQEJ LII.
r_ _I-'1-lie. .1 7. ECJFP tlJ_r .1311! QHJ 91$ BA.
.11
BAA Schedule 0 (Form 990 or 990-EZ) 2011
TEEA4902
If
Donors Trust, Inc. 52-2166327
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 1 (continued)
Briefly describe the organization's mission:
RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE,
FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY
AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY S NEEDS, AS
OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 4d (continued)
Describe the exempt purpose achievements for each of the organization's other program
services. Section 501(c)(3) and (4) organizations and 4947(a)(l) trusts are required to
report the amount of grants and allocations to others, the total expenses, and revenue, if any, for
each program service reported.
Code: Description. THE PROJECT ON FAIR REPRESENTATION (PFR) .
Expenses 197 024 . THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE
Grants Of 0. IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF
Revenue 0. RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN THE
FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST
ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND
EMPLOYMENT.
Code' Description: THE SUPPLY SIDE PROJECT (SSP) .
Expenses 106,549. THE SUPPLY SIDE PROJECT DEVELOPS AND ADVANCES
Grants Of 0. FUNDAMENTAL MARKET-BASED REFORM PROPOSALS FOR
Revenue . 0. SOCIAL SECURITY, MEDICADE, MEDICARE, WELFARE AND
HEALTH CARE .
Code: Description: CENTER FOR CLASS ACTION FAIRNESS (CCAF) . BY CONTRACTING WITH
Expenses 388, 110 . ATTORNEYS TO PROVIDE PRO BONO REPRESENTATION OF CONSUMERS,
Grants Of 0 . CCAF SEEKS TO INCREASE NET AWARDS TO MEMBERS OF CLASS ACTION
Revenue 87,000. LAWSUITS THROUGH OBJECTIONS TO SETTLEMENTS PRODUCING
EXCESSIVE ATTORNEY FEES. AN ADDITIONAL GOAL IS A
REDUCTION IN MERITLESS CLASS ACTION SUITS AS TRIAL
ATTORNEYS AWARENESS OF CCAF S WATCHDOG ROLE INCREASES .
Code. Description. STUDENT FREE PRESS ASSOCIATION (SFPA) . THE STUDENT FREE
Expenses 291,875. PRESS ASSOCIATION IS AN ORGANIZATION RUN BY
Grants Oi 196,903. VETERAN JOURNALISTS FOR THE BENEFIT OF BEGINNING
Revenue. 0. JOURNALISTS. IT IDENTIFIES AND SUPPORTS COLLEGE
STUDENTS SEEKING TO IMPROVE CAMPUS JOURNALISM,
EXPLORE MEDIA CAREERS, AND COMMIT THEMSELVES TO THE
PRINCIPLES OF A FREE SOCIETY.
Code: Description: TALENT MARKET (TM) . A FREE TALENT RECRUITMENT PROGRAM
Expenses 125, 605 . AVAILABLE TO CHARITIES WHOSE MISSIONS ALIGN WITH
Grants Of 0. CHARITABLE MISSION.
Revenue 0 .
Code: Description: 6 DEGREES PROJECT . SEEKS TO CREATE OPPORTUNITIES
Expenses 69, 068 . TO LEVERAGE AND AMPLIFY THE VOICES OF THOSE ADVANCING LIBERTY AND
Grants Of 0 . TO CREATE OPPORTUNITIES FOR STRATEGIC PARTNERSHIPS AND ALLIED
Revenue 0 . RELATIONSHIPS WITH THE INTELLECTUAL VOICES THAT MATTER MOST. THE
DEGREES OF NOTION IS THAT CERTAIN PEOPLE AND THEIR
NETWORKS ARE KEYS TO ADVANCING AN IDEA AND TIPPING A DEBATE.
CITIZENAUDIT.ORG PAGE #0103
OMB NO 1545-0047
SCHEDULE R
99 Related Organizations and Unrelated Partnerships 1
Complete if the organization answered Yes' to Form 990, Part IV, line 33 34 35, 36, or 37. P_ublic
Attach to Fonn 990. See separate instructions. -3
Employer identication number
Name of the organization
Donors Trust, Inc. 52-2166327
[Partl Identification of Disregarded Entities (Complete if the organization answered Yes' to Form 990, Part IV, line 33.)
(C) (6) (0
Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling
or foreign country) entity
(1) D9n. .T.r2s.tJ - Z1-.02 Q4Q9. -H.e9x .3: L .A.1>sa.n9r.i.a. 2.2.3.15 - -
Hold proceeds from 2009
sale of RE donation MD 0 . 0
Donors Trust, Inc.
12) 2511.622 .M.a1e.ti -L.L.C-2.7.-9 8.5 2.22.3.12 - -
Provide administrative
support services MD 0 . 1624585 . Donors Trust, Inc.
13) .S1.1e.e_t.f91; c.h.e92l.e_R4 .P2 t.I.
[Part II Ildentification of Related Tax-Exempt Organizations (Complete if the organization answered Yes' to Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.)
(C) (9) (9)
Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code Public charity status Direct controlling Sec 512(b)(13)
or foreign country) section (if section 501(c)(3)) entity controlled entity?
Yes No
.0) i.t.a.1 .F1_u1dJ .120.-.5.4: 19.35 (13.2
- - .P9 -1.39 211 2 2.3.1.3 -
Grant making
MD 501 (3) 509(a) (1) Typel so X
BAA For Paperwork Reduction Act Notice, see the Instructions for Fomi 990. 09/08/11 Schedule R (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0104
Continuation Sheet for Schedule R 1
Continuation Page 1 of 1
Employer identication number
Name at ling organization
Donors Trust, Inc. 522166327
Continuation of Identification of Disregarded Entities
(A) (B) (C) (D) (E) (F)
Name, address, and EIN of disregarded entity Primary activity Lega| domicile (state Total income End-of-year assets Direct controlling
or foreign country) entity
95 E1 5. P1 2d.i_Y Lt: 1-E 2_7:24_95_1 1
.199. r_1e_n_ry
Research, writing,
educational MD 24, 519. 2l6Jj36. Donors Trust, Inc.
Litigation in the
public interest DE 87, 000. 159, 985. Donors Trust, Inc.
Ti=_i=_Asioi 09/08/11 Schedule R Cont (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0105
ScheduleR(Form 990) 2011 Donors Trust, Inc. 52-2166327 Pagez
I Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 I
because it had one or more related organizations treated as a partnership during the tax year.)
(C) (9)
Name, address, and EIN of Primary activity Legal Direct Predominant Share of total Share of Dispropor- Code V-UBI General or Percentage
related organization domicile controlling entity income (related, income end-of-year tionate amount in box managing ownership
(state or unrelated, excluded assets allocations? 20 of Schedule partner?
foreign from tax under K-1
country) sections 512-514) yes No (Form 1065) yes No
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered 'Yes' to Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(3) (C) (9)
Name, address, and EIN of related organization Primary activity Legal domicile Direct Type of entity Share of total income Share of end-of-year Percentage
(state or foreign controlling entity (C corp, S corp, assets ownership
country) or trust)
BAA TEEASOOZ 05/24/11 Schedule R (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0106
Schedule R (Form 990) 2011 Donors Trust, Inc .
[Part V ]Transactions With Related Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34, 35, 35a, or 36.)
52-2166327 Page3
Note
During the tax year did the organization engage in any of the following transactions with one or more related organizations listed in Parts ll-IV7
Receip
Gift
Gift
Loans
Loans
Sale of
Pure
Excha
Leas
Leas
Pedor
Pedor
Shan
Shann
Reim
Reimb
Othe
Othe
Complete line 1 if any entity is listed in Parts II, or IV of this schedule
t of 6) interest (ii) annuities royalties or (iv) rent from a controlled entity
grant, or capital contribution to related organizalion(s)
grant, or capital contribution from related organization(s)
or loan guarantees to or for related organization(s)
or loan guarantees by related organization(s)
assets to related organization(s)
hase of assets from related organization(s)
nge of assets with related organization(s)
e of facilities, equipment, or other assets to related organization(s)
e of facilities, equipment, or other assets from related organization(s)
mance of services or membership or fundraising solicitations for related organization(s)
mance of services or membership or fundraising solicitations by related organization(s)
ng of facilities, equipment, mailing lists, or other assets with related organization(s)
g of paid employees with related organization(s)
bursement paid to related organization(s) for expenses
ursement paid by related organization(s) for expenses
r transfer of cash or property to related organization(s)
r transfer of cash or property from related organizaticsthe answer to any of the above is 'Yes,' see the instructions for information on who must complete this line, includinc covered relationships and transaction thresholds
Name of other organization
Transaction
type
(C)
Amount involved Method of determining
amount involved
(1) N
No controlled entities as defined by IRC sec 512
(5)
BAA
TEEA5003 05/24] 1 1
Schedule R (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0107
Schedule R (Form 990) 2011
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered Yes to Form 990, Part IV, line 37.)
Donors Trust,
Inc.
522166327
bl I
Page 4
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross
revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships
Name, address, and EIN of entity
Primary activity
Legal domicile
(state or foreign
country)
Predominant
income
(related, unre-
lated, excluded
from tax under
section 512-514)
(8)
Are all partners
section
501(c)(3)
organizations?
Yes No
(1)
Share of
total income
(9)
Share of
end -of-year
assets
Dispropor-
tionate
allocations?
Yes No
G)
Code V-UBI
amount in box
20 of Schedule
K-1
Form (1065)
General or
managing
partner?
Yes
No
00
Percentage
ownership
TEEA5004 05/2411 1
Schedule R (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0108
Schedule R (Form 990) 2011 Donors Trust,
@a?2 Supplemental Information
Inc.
52-2166327 Paige5
Complete this part to provide additional information for responses to questions on Schedule R
(see instructions).
BAA
TEEA5005 05I25l1 1
Schedule R (Form 990) 2011
CITIZENAUDIT.ORG PAGE #0109
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 9/Other amt. not included
Description
Amount
Total contributions
39,267,594.
Total
39,267,594.
Supporting Statement of:
Form 990 p 9/Noncash
Description
Amount
Marketable securities
2,078,774.
Total
2,078,774.
Supporting Statement of:
Form 990 p 9/Sales of Securities
Description
Amount
Proceeds sale marketable securities
8,572,162.
Total
8,572,162.
Supporting Statement of:
Form 990 p 9/Gross Basis Amount
Description Amount
Basis of marketable securities sold 8,693,556.
Total 8,693,556.
Supporting Statement of:
Form 990 p ll/Line 11, column (A)
Description Amount
Various publicly traded securities 2,979,850.
Total
2,979,850.
CITIZENAUDIT.ORG PAGE #0110
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 11/Line 11, column (B)
Description Amount
Various publicly traded secrurities 5, 426, 007.
Total 5,426,007.
Supporting Statement of:
D, page 2/Part V, line le col
Description Amount
Direct program expenses 1, 712, 039 .
Total 1,712,039.
Supporting Statement of:
D, page 2/Part V, line le col
Description Amount
Program related direct ezgpenses 1, 912, 824 .
Tmal 1,912,824.
Supporting Statement of:
D, page 2/Part V, line 1e col
Description Amount
Program related direct egenses 976,327.
Total 976,327.
Supporting Statement of:
D, page 2/Part V, line le col
Description Amount
Prgram related direct expenses 1,103,256.
Total 1,103,256.
CITIZENAUDIT.ORG PAGE #0111
Donors Trust, Inc. 52-21 66327
Supporting Statement of:
D, page 4/Part XI, Line 8
Description Amount
SEP-IRA prior period expense accrual 55,000.
Total 55,000.
Supporting Statement of:
D, page 4/Part XII, Line 4b
Description Amount
Legal fee recoverx treated as expense 87,000.
offset for book pgrposes
Total 8 7 O 0 0 .
Supporting Statement of:
D, page 4/Part Line 2d
Description Amount
SEP-IRA accrual for book purposes to be 55,000.
paid during 2012 and repgrt for tax purposes
during 2012
Roundigg -1.
Total 5 4 9 9 9 .
Supporting Statement of:
D, page 4/Part Line 4b
Description Amount
Legal fee recovery treated as expense 87,000.
offset for bookpurgses
Total
87,000.
CITIZENAUDIT.ORG PAGE #0112
i Additional Information For Tax Return
l
1 4, Donors Trust, Inc. 52-2166327
Form 990 p 6: Line 17-2
See Schedule 0 for list of states.
|
| 2010/12 |
990-EO |
2011/12 |
|
o '7 OMB No 1545-0047
Form
Return of Organization Exempt From Income Tax 0
Under section 501 527, or 4947(a)(1) of the lntemal Revenue Code
(except black lung benet trust or private foundation)
Department of the Treasury
0 en to Public
Internal Revenue Service The organization may have to use a copy of this return to satisfy state reporting requirements.
A For the 2010 calendar year, or tax year beginning 2010, and ending
B Check If applicable C Name of organization Donors Trust Inc . D
Address change Doing Business As 52-2 1 6 632 7
Name change Number and street (or P 0 box it mail is not delivered to street addr) Roomlsuite E Telephone number
Initial return 109 North Henry Street (703) 535-3563
1-ermmated City, town or country State ZIP code 4
Amended return Alexandria VA 22314-2903 G Gross receipts 32, 475, 315. 7
ED App|.cat.n pendmg F Name and address of principal oflicer '5 "5 3 QYOUP return 70'' 3l'|31e57 Yes No
Whitney L . Ball 109 North Henry Street Alexndria VA s Ha) 31:3! Ye-5 I
I Tax-exempt status El 501(c)(3) I-1 501(c) (insert no) 4947(a)(1) or H 527 I
J Website: . . org H(c) Group exemption number
K Form of organization Ea Corporation H Trust H Association H Other" TL Year of Formation 1 999 M State 01 legal domicile VA
Clcgart I [Summary
1 Briefly describe the organization's mission or most significant activities: SUPPORT
gt E 41.43 :v_E_s i_io_s_T-_
EDP. .111 QILUP .599 113.1? 33,113.:
1511
L3 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets
E: 3 Number of voting members of the governing body (Part VI, line 1a) . 3 5
C4 4 Number of independent voting members of the governing body (Part VI, line lb) 4 4
Pg 5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) 5 7
kg 6 Total number of volunteers (estimate if necessary) 6 0
9:5; 7a Total unrelated business revenue from Part column (0), line 12 7a 0 .
b Net unrelated business taxable income from Form 990-T. line 34 . 7b
E3 Prior Year Current Year
2; 8 Contributions and grants (Part line 1h) 16,778,729. 28,998,795.
3 9 Program service revenue (Part line 2g) . 620 820 . 420, 7 89 .
10 Investment income (Part column (A), lines 148, 043 .
91 11 Other revenue (Part column (A), lines 5, 6d, 8c. 9c, 10cTotal revenue add lines 8 through 11 (must equal Part column (A), line 12) 17, 429Grants and similar amounts paid (Part IX, column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4) .
G 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professional fundraising fees (Part IX, column (A), line He)
b Total fundraising expenses (Fi: line 25') 229, 363 . l
17 Other expenses (Part IX, umn-( ;-in . . 1,400,796. 2,275,825.
18 Total expenses. Add I 2 13-17 (must equa art I. Ulzglumn (A), line 25) 14, 484, 373 . 25, 065, 327 .
19 Revenue less me 2 2, 944, 726 . 4 502 300.
2g L E Beginning of Current Year End of Year
gg 20 Total assets (Part X, linel 13,798,855. 18,409,511.
21 Total liabilities (Part Net assets or fund balances. Subtract line 21 from line 20 . . . . 13, 780, 991 . 18, 395, 110 . I
I_Part II 1 Signature Block
gH$ ingna%?%m1pan%ig% stvavtgit-ingeents, and to the best of my knowledge and belief, it is true. correct@644/f/is/27/crai. M I
Here Whitney L. Ball President cEo 3
Type or print name and title
PrintIType preparers name Preparer's signature Date check ,1 PTIN
Paid self-employed
Preparer Firm's name
use Firm's address Firm's EIN
Phone no
May the IRS discuss this return with the preparer shown above? (see instructionsBAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 03125111 Form 990 (2010)
PAGE
N
If; Form 990 (2010) Donors Trust, Inc. 522166327 Page 2
IPart I Statement of Program Service Accomplishments
Check if Schedule 0 contains a reggnse to any question in this Part . .
1 Briefly describe the organization's mission.
17111.05 B152
INITIATIVES, SOCIETY S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE
_Sse_F9rr3 _(c_0n_tIEud1
2 Did the organization undertake any significant program services during the year which were not listed on the prior
Form 990 'Yes,' describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? D Yes El No
If 'Yes,' describe these changes on Schedule 0.
4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3)
and 501(c)(4) organizations and section trusts are required to report the amount of grants and allocations to others, the total
expenses. and revenue, if any, for each program service reported
4a (Code: (Expenses 22, 652 383 . including grants of 22, 214 827 . (Revenue 0 .
P33 1} L1 9
ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION,
IIEELZUED IE6: irio EELEIZMEEZ ENEIE IEOIMEIETZ I I I I
GOVERNANCE, FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE
4b (Code: (Expenses 163, 949 . including grants of 2, 500 . (Revenue 0 .
NEW PHILANTHROPY STUDIES (NPS) . THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A
4c (Code: (Expenses 487 331 . including grants of 0 . (Revenue 0 .
CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP) .
4d Other program services. (Describe in Schedule 0.)
(Expenses 1, 444, 369 . including grants of 0 . (Revenue 39, 936.
4e Total program service expenses 24 '7 4 8 032 .
BAA 10106110 Form 990 (2010)
PAGE
Form 990 (2010) Donors Trust, Inc . 52-2166327 Page 3
Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If Yes, complete
Schedule the organization required to complete Schedule B, Schedule of Contributors? (see instructions) . . 2 X
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If Yes, complete Schedule C, Part Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election
in effect during the tax year? lf 'Yes,' complete Schedule C, Part 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? lf Yes, complete Schedule C, Pan ll! . 5
6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to
govide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas or historic structures? If Yes, complete Schedule D, Part Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,'
complete Schedule D, Part . . . . . . . 8 X
9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part
or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete
Schedule D, Part IV . . 9 X
10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If
'Yes,' complete Schedule D, Part the organization's answer to any of the following questions IS 'Yes', then complete Schedule D, Parts VI, VII, 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 Vl . 11 a X
b Did the organization report an amount for investments other securities in Part X, line 12 that IS 5% or more of its total
assets reported in Part X, line 16? ff 'Yes,'complete Schedule D, Part . . 11 b X
c Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part . 11 c X
d Did the organization report an amount for other assets in Part X, line 15 that IS 5% or more of its total assets reported
in Part X, line 16? lf 'Yes,' complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 25? If Yes, complete Schedule D, Part X 11 e X
f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? ll 'Yes,' complete Schedule D, Part X 11 f X
12a Did the organization obtain separate, independent audited financial statements for the tax year? lf 'Yes,' complete
Schedule D, Parts Xl, Xll, and . 12a X
bWas the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,' and
if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI, Xll, and is optional 12b X
13 Is the organization a school described in section If 'Yes,' complete Schedule E . 13 X
14a Did the organization maintain an office, employees, or agents outside of the United States? 14a X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,
business, and program service activities outside the United States? lf 'Yes,' complete Schedule F, Parts I and IV 14b X
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If 'Yes,' complete Schedule F, Parts Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to
individuals located outside the United States? lf 'Yes,'complete Schedule F, Parts Ill and IV . 16 X
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and He? lf 'Yes,' complete Schedule G, Part l (see instructionsDid the organization report more than $15,000 total of fundraising event gross income and contributions on Part
lines 1c and 8a? lf 'Yes,' complete Schedule G, Part ll . 18 X
19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If 'Yes,'
complete Schedule G, Part . . . . . . 19 X
20 aDid the organization operate one or more hospitals? If Yes, complete Schedule line 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990
filers that operate one or more hospitals must attach audited financial statements (see instructions) 20b
BAA TEEA0103 l2l2Il10 Form 990 (2010)
PAGE
1.5
l
Form 990 (2010) Donors Trust, Inc. 522166327 Page4
[Part IV 1. ICheck|ist of Required Schedules (continued)
Yes No
21 Did the organization rep(ort more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part I column (A), line 1? If 'Yes,' complete Schedule I, Parts land ll . 21 X
22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part
IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts land Ill. . . . 22 X
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 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last da of the year, and that was issued after December 31, 2002? lf Yes, answer lines 24b through 24d and
complete chedule K. lf 'No,'go to line Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 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 bondsDid the organization act as an on behalf of issuer for bonds outstanding at any time during the year? . 24d
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If 'Yes,' complete Schedule L, Part the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or If 'Yes,' complete
Schedule L, Part loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
disqualified person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part ll 26 X
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an individual? If 'Yes,' complete
Schedule L, Part . . . . 27 X
I
28 Was the organization a pa to a business transaction with one of the following parties (see Schedule L, Part IV 1
instructions for applicable fi mg thresholds, conditions, and exceptions): ,5 i
a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV 28a X
b A family member of a current or former officer, director, trustee, or key employee? lf 'Yes,'complete
Schedule L, Part 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? lf 'Yes,' complete Schedule L, Part IV . 28c X
29 Did the organization receive more than $25,000 in non-cash contributions? lf 'Yes,' complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? lf 'Yes,' complete Schedule M 30 X
31 Did the organization liquidate, terminate, or dissolve and cease operations? lf 'Yes,'complete Schedule N, Part I 31 X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? lf 'Yes,'complete
Schedule N, Part Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301 .7701 -2 and 301.7701-3? lf 'Yes,' complete Schedule R, Part I . 33 X
34 titles the organization related to any tax-exempt or taxable entity? If 'Yes,'complete Schedule R, Parts ll, Illany related organization a controlled entity within the meaning of section 512(b)(13)? 35 X
a Did the organization receive any gayment from or engage in any transaction with a controlled entity
within the meaning of section 51 If 'Yes,' complete Schedule R, Part V, line Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If 'Yes,' complete Schedule R, Part V, line Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes? If Yes, complete Schedule R, Part VI . 37 X
38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19?
Note. All Form 990 filers are required to complete Schedule BAA
TEEA0104 12l'2lI10
Form 990 (2010)
PAGE
I
Form 990 (2010) Donors Trust, Inc. 52216632'7 Page 5
[Part V I Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule 0 contains a response to any question in this Part V
Yes No
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. . 1 a '74
b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1b 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winnersEnter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-
ments, filed for the calendar year ending with or within the year covered by this return I 2a 7
b If at least one IS reported on line 2a, did the organization file all required federal employment tax returns? 2b X
Note. If the sum of lines la and 2a is greater than 250, you may be required to e-file. (see instructions) I
3a Did the organization have unrelated business gross income of $1,000 or more during the year? 3a X
b If 'Yes' has it filed a Form 990-T for this year? lf No, provide an explanation in Schedule 0 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a X
b If *Yes,' enter the name of the foreign country:
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b X
c If 'Yes,' to line 5a or 5b, did the organization file Form 5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were
not tax deductible. . 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and
services provided to the payor'Yes,' did the organization notify the donor of the value of the goods or services provided? 7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file
Form 8282'Yes,' indicate the number of Forms 8282 filed during the year I 7dI I
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f X
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899
as requiredthe organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
Form . . . . . 7_h X
8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the J
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business
holdings at any time during the yearSponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable distributions under section 4966? . 9a X
b Did the organization make a distribution to a donor, donor advisor, or related person? 9b X
10 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on Part line 12 10a
b Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b
11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders . . . . . 11 a
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them12a Section 4947(a)(1) non-exempt charitable trusts. is the organization filing Form 990 in lieu of Form 1041? 12a
b If 'Yes.' enter the amount of tax-exempt interest received or accrued during the year I 12bI
1 3 Section 501 qualied nonprot health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state? 13a
Note. See the instructions for additional information the organization must report on Schedule 0.
b Enter the amount of reserves the organization IS required to maintain by the states in
which the organization is licensed to issue qualified health plans . . 13b
c Enter the amount of reserves on hand . . . . . . 13c
14a Did the organization receive any payments for indoor tanning services during the tax year? 14a X
b If 'Yes,' has it filed a Form 720 to report these payments? If No,'provide an explanation in Schedule 0 14b
BAA
Form 990 (2010)
PAGE
Form 990 (2010) Donors Trust, Inc.
52 -2 1 6 632'?
H9311 V17 Governance, Management and Disclosure For each Yes response to lines 2 through 7b below, and for
Page 6
a No response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Check if Schedule 0 contains a response to any question in this Part VI
Section A. Governing Body and Management
Yes No
1 a Enter the number of voting members of the governing body at the end of the tax year 1 a "335Enter the number of voting members included in line la, above, who are independent 1 b $3
_,3o-I .
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee or key employeeDid the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person? 3 X
4 Did the organization make any significant changes to its governing documents 4 X
since the prior Form 990 was filedDid the organization become aware during the year of a significant diversion of the organization's assets? 5 X
6 Does the organization have members or stockholders? . 6 X
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing bodyAre any decisions of the governing body subject to approval by members, stockholders, or other persons? 7b X
*2 ,4
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by f
the following: - 3
a The governing body? 8a X
b Each committee with authority to act on behalf of the governing body? 8b X
9 is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If Yes/provide the names and addresses in Schedule 0 . 9 X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes No
we Does the organization have local chapters, branches, or affiliates? 10a X
b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization? . . 10b
11 a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form? 11 a
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. I
12a Does the organization have a written conflict of interest policy? If No, go to line 13 12a X
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflictsDoes the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in
Schedule 0 how this is done . . 12c X
13 Does the organization have a written whistleblower policy? . 13 X
14 Does the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision? IN
a The organization's CEO, Executive Director, or top management official 15a X
b Other officers of key employees of the organization . . 15b X
If Yes to line 15a or 15b, describe the process in Schedule 0. (See instructions.) 3:75
5: r 3* K
16a Did the organization invest in, contribute assets to, or participate in a venture or similar arrangement with a 1' 5
taxable entity during the year'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its 5 h
participation in ]O|nt venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements? . 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 if applicable), 990, and 990-T (501 only) available for public
inspection. Indicate how you make these available. Check all that apply.
Own website D Another's website Upon request
19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public.
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
Donors Trust
VA 22314-2903
(703) 535-3563
BAA
TEEA0106 03/25/11
Form 990 (2010)
PAGE
Form990 (2010) Donors Trust, Inc. 52-2166327 Page?
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees,
and Independent Contractors
. F1
Check if Schedule 0 contains a response to any question in this Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organization's tax year.
0 List all of the organization's current officers directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
0 List all of the organization's current key employees, if any. See instructions for definition of key employee.
0 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 andlor Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any
related organizations.
0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations
0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated
employees, and former such persons.
H Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A) (3) (C) (D) (E) (F)
Name and title Average P5't'" (check 3" that app) Reportable Reportable Estimated
hours 3 O A ., I compensation from compensation from amount of other
per week 7' 1 3 g U: .3 the organization related oaganizations compensation
(describe (W-211099-MISC) (W-211 9-MISC) from the
hours for organization
related 5 '5 3 :3 and related
organiza- 1 organizations
tions in 5; 2g :1
Schedule Ie__B_a;l_
President CEO 40.00 X X 188,527. 0. 16,538.
I5i_ml>sl_v_Q _DsI1n_i
Chairman 0.00 X 0. 0. 0.
(.3). James
Vice Chairman 0.00 X 0. 0. 0.
(.5). Ea_tl1Ili_el Qt.
Director 0.00 X 0. 0. 0.
V_i_1_liLm_ E
Director 0.00 X 0. 0. 0.
qe_f_fe_y_ 9 __Zyi_k
CFO, SecTreas. 40.00 X X 112,500. 0. 0.
AT THE ORGANIZATION
(13)
L9)
Q9)
Q1) .
13)
9.3.)
15)
DE)
DE)
QZ)
BAA TEEA0107 i2i2mo Form 990 (2010)
PAGE
Form 990 (2010) Donors Trust, Inc. 52-2166327 Page 8
1 Part VII I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont)
(A) (3) (C) (D) (E) (F)
Name and title Agerage (Check 3" ma 399' Reportable Reportable Estimated
5 0 O 3 G, I compensation trom compensation from amount of other
P3 Week 3 3 la ,5 Q the organization related or anizations compensation
(describe g 5: E 3 3 cw-21099-Misc) (w 211 9-MISC) from the
organization
glgag 3 3 1% 3 8 and related
zahons E E: E organizations
in E 3
SCI) (II 3 3:
2
J15).
1bSub-total. 301,027. 0. 16,538.
c Total from continuation sheets to Part VII, Section A
dTota|(addlines1band1c) 301,027. 0. 16,538.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation
from the organization 2
Yes No
W- E
3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee 5*
on line 1a? If Yes, complete Schedule J for such individual . .. . . . . .. 3 X
. 5?
4 For any individual listed on line 1a, IS the sum of reportable compensation and other compensation from m
the organization and related organizations greater than $150,000? If 'Yes complete Schedule J for A m
such individual . . . . . . . . 4 X
11'? 3" li k
5 Did any person listed on line la receive or accrue compensation from any unrelated organization or individual
for services rendered to the Eanization? If Yes, complete Schedule J for such person . 5 X
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization.
(A) (B) (C)
Name and business address Description of services Compensation
Richard Vedder 7464 Ridgeview Circle Athens OH 45701 Research, writing, speaking, 150, 000 .
and administration
Ted Frank 901 N Monroe St #1007 Arlington VA 22201 Legal services 180, 000.
Tillotsan Pinker 2100 Ross Ave Ste 2700 Dallas TX 75201 Legal services 155, 000 .
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 in compensation from the organization -.5.
-15 J
BAA
12121110
Form 990 (2010)
PAGE
Form 990 (2010) Donors Trust, Inc. 52-2166327 Page 9
Part I Statement of Revenue
(3) (D)
Total revenue Related Or Unrelated Revenue
exempt business excluded from tax
function revenue under sections
revenue 512, 513, or 514
,9 1a Federated campaigns 1a
g b Membership dues 1 b
3% c Fundraising events 1c
cl Related organizations 1 d
`mL e Government grants (contributions) 1e
EE f All other contributions, gifts, grants, and
EE similar amounts not included above Noncash contributions included in Ins la-lf: 2 122 964 .
3 hTotal. Add linesla-1f . . 28,998,795.
g Business Code
E 561000 380,753. 380,753. 0. 0.
5 511120 100. 100. 0. 0.
-5 541100 39,936. 39,936All other program service revenue
E g Total. Add lines 2a-2f 420, 789 . I
3 Investment income (including dividends, interest and
other similar amountsIncome from investment of tax-exempt bond proceeds
5 Royalties
0) Real (ii) Personal
6a Gross Rents
b Less: rental expenses
c Rental income or (loss)
d Net rental income or (loss) i
7a Gross amount from sales of 0) Sewrmes Omer
assets other than inventory 2 97 6 432 .
b Less cost or other basis
and sales expenses Gain or (loss) 67,243.
d Net gain or (loss) 67,243. 0. 0 67,243.
M 8a Gross income from fundraising events
3 (not including
E of contributions reported on line 1c).
5 See Part IV, line 18 a
E b Less: direct expenses b
O c Net income or (loss) from fundraising events
Gross income from gaming activities.
See Part IV, line 19. a
b Less: direct expenses b
c Net income or (loss) from gaming activities
10a Gross sales of inventory. less returns
and allowances .. a
b Less: cost of goods sold . b
c Net income or (loss) from sales of inventory
Miscellaneous Revenue Business Code
11 a
b
c
d All other revenue
e Total. Add lines lla-11d . R l
12 Total revenue. See instructions 29,567, 627. 420,789. 0. 148,043.
BAA l0Il1I10
Form 990 (2010)
PAGE
Form 990 (2010) Donors Trust, Inc .
Wart IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns
All other organizations must complete column (A) but are not required to complete columns (8), (C), and (D).
(B) (C) (D)
Program service Management and Fundraising
expenses general expenses expenses
52-2166327 Page 10
Do not include amounts re aired on lines
(art Tee expenses
1 Grants and other assistance to governments
and organizations in the U 5. See Part IV,
line 21 .
Grants and other assistance to in
the U.S. See Part IV, line 22 . .
Grants and other assistance to governments,
organizations, and individuals outside the
U.S. See Part IV, lines 15 and 16
Benefits paid to or for members . . .
Compensation of current officers, directors,
trustees, and key employees
Compensation not included above, to
disqualified ersons (as defined under
section 49 and persons described
in section 4958(c)(3)(B) .
Other salaries and wages
Pension plan contributions (include
section 401 and section 403(b)
employer contributions)
Other employee benefits
Payroll taxes . . .
Fees for services (non-employees):
a Management
b Legal
I: Accounting
d Lobbying
e Professional fundraising services See Part IV, line 17
f Investment management fees
9 Other
Advertising and promotion
Office expenses
Information technology
Royalties
Occupancy
Travel
Payments of travel or entertainment
expenses for any federal, state, or local
public officials
Conferences, conventions, and meetings
Interest .
Payments to affiliates
Depreciation, depletion, and amortization .
Insurance
Other expenses. ltemize expenses not
covered above (List miscellaneous expenses
in line 24f. If line 24f amount exceeds 10%
of line 25, column amount, list line 24f
expenses on Schedu e O.) .
a_P5_L_n_tiTl9_ E
b_P9t_a9e
c _'I'1_epL1o_n_e
i_1_i-
e_Dess4 _ree1n12e_r_s1_1i_P_s_&_ _s11b_s_
f All other expenses .
Total functional expenses. Add lines I through 24f
22,217,277.
22,217,277.
317,564.
202, 785 .
27, 128 .
87, 651.
254, 661.
179: 257 .
35,268.
40,136.
378,501.
378,501.
0.
0
34,583.
20,244.
14, 339.
16,204.
15, 954.
250.
0.
1, 366, 753.
1, 335, 420.
31, 333.
40, 663.
3,685.
DU
36, 978.
18,285.
15: 675.
1,603.
1,007.
5,810.
5,759.
200
31.
52, 930.
37, 087 .
6,161.
9,682.
111, 896.
97, 108.
0.
14,788.
7'801o
5,683.
909.
1,209.
3,196.
2,237.
373.
586.
9,536.
9,030.
OI
506.
32, 723.
31,278.
562.
883.
5,419.
4,027.
541.
851.
3,912.
2,739.
456.
717.
173,223.
170,199.
204.
2,820.
14, 390.
14,087.
118.
185.
25,065,327.
24, 748, 032 .
87, 932.
229,363.
26
Joint costs. Check here if following
SOP 98-2 (ASC 958-720). Complete this line
only if the organization reported in column
(B) costs from a combined educational
campaign and fundraising solicitation
BAA
TEEA0110
12121110
Form 990 (2010)
PAGE
Form 990 (2010)
Donors Trust, Inc. 52-2166327 Page11
[_Part X I Balance Sheet
(A) (3)
Beginning of year End of year
1 Cash non-interest-bearing 1
2 Savings and temporary cash investments Pledges and grants receivable, net 3
4 Accounts receivableReceivables from current and former officers, directors, trustees, key employees, J
and highest compensated employees. Complete Part II of Schedule L . . 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)),
persons described in section 4958(c)(3)(B), and contributing employers and
sponsoring organizations of section 501 voluntary employees beneficiary
A organizations (see instructionsNotes and loans receivable, net 7
8 Inventories for sale Prepaid expenses and deferred charges . 9
10a Land, buildings, and equipment: cost or other basis.
Complete Part VI of Schedule Less: accumulated depreciation. .. 10b 39, 326Investments publicly traded securities . 1, 638 O27 . 11 2 979, 850 .
12 Investments other securities See Part IV, line 11 12
13 Investments program-related. See Part IV, line 11 13
14 Intangible assets . 14
15 Other assets. See Part IV, line 11 . 3, 699. 15 16,199.
16 Total assets. Add lines 1 through 15 (must equal line 34) 13,798,855. 16 18, 409,511.
17 Accounts payable and accrued expenses Grants payable 18
19 Deferred revenue . 19
20 Tax-exempt bond liabilities . . 20
Q 21 Escrow or custodial account Complete Part iv of Schedule D 21
I
22 Payables to current and former officers, directors, trustees, key employees,
T highest compensated employees, and disqualified persons. Complete Part II
E of Schedule Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties . 24
25 Other liabilities Complete Part X of Schedule D 25
26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117, check here and complete lines J
T 27 through 29 and lines 33 and 34.
g 27 Unrestricted net assets 13,780,991. 27 18,395,110.
8 28 Temporarily restricted net assets 28
5 29 Permanently restricted net assets . . 29
3 Organizations that do not follow SFAS 117, check here - D and complete
5 lines 30 through 34.
B 30 Capital stock or trust principal, or current funds . 30
E 31 Paid-in or capital surplus, or land, building, or equipment fun 31
32 Retained earnings, endowment, accumulated income, or other funds 32
(E 33 Total net assets or fund balances. 13,780, 991. 33 18,395,110.
5 34 Total liabilities and net assetslfund balancesBAA
l2l2lI10
Form 990 (2010)
PAGE
Form 990 (2010) Donors Trust, Inc. 52-2166327 Page 12
. |P'ai't XI I Reconciliation of Net Assets
Check if Schedule 0 contains a response to any question in this Part XI
1 Total revenue (must equal Part column (A), line 12Total expenses (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33, column Other changes in net assets or fund balances (explain in Schedule 0) 5 111 819 .
6 Net assets or fund balances at end of year. Combine lines 3. 4, and 5 (must equal Part X, line 33,
column 6 18,395,110.
IPart XII I Financial Statements and Reporting
Check if Schedule 0 contains a response to Qyquestion in this Part
. ll
1 Accounting method used to prepare the Form 990' Cash
Accrual D Other
If the organization changed its method of accounting from a prior year or checked 'Other,' explain
in Schedule 0.
2a Were the organization's financial statements compiled or reviewed by an independent accountant?
b Were the organization's financial statements audited by an independent accountant?
c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
if the organization changed either its oversight process or selection process during the tax year, explain
in Schedule 0.
d if Yes to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
. separate basis, consolidated basis, or both:
I D Separate basis EI Consolidated basis
CI Both consolidated and separate basis
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular . . . . . .
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 in Schedule 0 and describe any steps taken to undergo such audits
.-I
.. .-
1' .-i.F9r
C '4-fw
3
L
3a
3b
BAA
12121110
Form 990 (2010)
PAGE
SCHEDULE A
(Fom1 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
OMB No 1545-0047
2010
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust. open to Public
Inspection
Attach to Form 990 or Form 990-EZ. See separate instructions.
Name of the organization
Donors Trust,
Employer identication number
52216632'7
Inc.
IPartI [Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
U1 hum
(Om N105
church, convention of churches or association of churches described in section
A school described in section (Attach Schedule E)
A hospital or a cooperative hospital service organization described in section
A medical research organization operated in with a hospital described in section 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 described in section
(Complete Part II.)
I A federal, state, or local government or governmental unit described in section
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section 17ll(b)(1)(A)(vi). (Complete Part II.)
A community trust described in section (Complete Part ll.)
An organization that normally receives: (1) more than 33-113% of its support from contributions, membership fees, and gross receipts
from activities related to its exempt functions subject to certain exceptions, and (2) no more than 33-113% 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
An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines lle through 11h.
a I:lType I b [:]Type II c D Type Functionally integrated d Type - Other
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons
other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or
section 509(a)(2).
check this box . . . . .
Since August 17. 2006, has the organization accepted any gift or contribution from any of the following persons?
if the organization received a written determination from the IRS that is a Type I, Type II or Type supporting organization. D
A person who directly or indirectly controls, either alone or together with persons described in (ii) and (in)
below, the governing body of the supported organization? . . . 11
(ii) A family member of a person described in above? . . . 11
A 35% controlled entity of a person described in or (ii) above? . 11
Provide the following information about the supported organization(s).
(D Name of supported (ii) EIN Type of organization (iv) Is the Did you notify (vi) Is the (vii) Amount of support
organization (described on lines 1-9 organization in the organization in organization in
above or IRC section column (1) listed in column (1) of column 0)
(see instructions)) your governing
documentyour support? organized in the
U S 7
(A)
(B)
(C)
(D)
(E)
Total
BAA
For Paperwork Reduction Act Notice, see the Instructions for Fomt 990 or 990-EZ.
TEEAO4-01
Schedule A (Form 990 or 990-EZ) 2010
PAGE
Schedule A (Form 990 or 990-EZ) 2010 Donors Trust, Inc . 52-2166327 Page 2
[Part II lSupport Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part If the
organization fails to qualify under the tests listed below, please complete Part
Section A. Public Support
3'93 2006 2007 2008 2009 2010 (0 Total
1 Gifts, grants, contributions, and
membership fees received. 0
not include unusual grants. . 4, 866, 975. 12, 188, 446. 10, 634, 041. 16,778, 729. 28, 998, 795. 73, 466, 986.
2 Tax revenues levied for the
organization's benefit and
either paid to it or expended
on its behalf .
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge
4 Total. Add lines 1 through3 4,866,975. 12,188,446. 10,634,041. 16,778,729. 28,998,795. 73,466,986.
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11,column 12,388,272.
6 Public support. Subtract line 5
from line4 . . 61,078,714.
Section B. Total Support
5a' Yea 2006 2007 2003 2009 2010 (D Total
7 Amounts from line4 . 4,866,975. 12,188,446. 10,634,041. 16,778,729. 28,998,795. 73,466,986.
8 Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
similarsources 111,726. 271,453. 284,903. 70,330. 80,800. 819,212.
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on .
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV.) .
11 Total supgort. Add lines 7
through 1 .
12 Gross receipts from related activities, etc (see instructions) . . . I 12
74,286,198.
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)
organization, check this box and stop here .
ITI
Section C. Computation of Public Support Percentage
14 Public support percentage for 2010 (line 6, column divided by line 11, column (0) 14 82 . 22
15 Public support percentage from 2009 Schedule A, Part ll, line 33-113% support test 2009. If the organization did not check a box on line 13 or 16a, and line 15 is 33-113% or more, check this box
and stop here. The organization qualifies as a publicly supported organization . . . . . . El
16a 33-113% support test 2010. If the organization did not check the box on line 13, and the line 14 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization . . .
17a 10%-facts-and-circumstances test 2010. If the or anization did not check a box on line 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the facts-an -circumstances test, check this box and stop here. Explain in Part IV how
the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization D
b 10%-facts-and-circumstances test 2009. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the
organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions F
BAA Schedule A (Form 990 or 990-EZ) 2010
TEEA04-02 1212311 0
PAGE
Schedule A (Form 990 or 990-EZ) 2010 Donors Trust, Inc . 522l66327 Page 3
[Part Tsupport Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails
to qualify under the tests listed below, please complete Part ll
Section A. Public Support
Calendar year (or fiscal yr beginning in) 2006 2007 2008 2009 2010 Total
1 Gifts, grants, contributions
and membership fees
received. (Do not include
any unusual grants.')
2 Gross receipts from admis-
sions, merchandise sold or
services performed, or facilities
furnished in any activity that is
related to the organization's
tax-exempt purpose
3 Gross receipts from activities
that are not an unrelated trade
or business under section 513
4 Tax revenues levred for the
organization's benefit and
either paid to or expended on
its behalf
5 The value of services or
facilities furnished by a
governmental unit to the
organization without charge
6 Total. Add lines 1 through 5
7a Amounts included on lines 1.
2, and 3 received from
disqualified persons
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the year .
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6)
Section B. Total Support
Calendar year (or fiscal yr beginning in) 2006 2007 2008 2009 2010 Total
. 9 Amounts from line 6
10a Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income from
similar sources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on .
i 12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV.) .
13 Total support. (Add lns9, 10:, ii, and 12)
14 First ve years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here . . .
Section C. Computation of Public Support Percentage
15 Public support percentage for 2010 (line 8, column divided by line 13, column (0) . . . 15
16 Public support percentage from 2009 Schedule A, Part line 15 . 16
Section D. Computation of Investment Income Percentage
17 investment income percentage for 2010 (line 10c, column divided by line 13, column (Investment income percentage from 2009 Schedule A, Part line 17 . 18
19a 33-113% support tests 2010. If the organization did not check the box on line 14, and line 15 is more than and line 17
is not more than 33-18%, check this box and stop here. The organization qualifies as a publicly supported organization . . D
b 33-113% support tests 2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33-1l3%, and
line 18 is not more than 33-113%, check this box and stop here. The organization qualifies as a publicly supported organization . Q
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .
BAA TEEA0403 12129110 Schedule A (Form 990 or 990-EZ) 2010
PAGE
Schedule A (Form 990 or 990-EZ) 2010 Donors Trust, Inc. 522l66327 Page 4
I Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
Part II, line 17a or 17b; and Part line 12. Also complete this part for any additional information.
(See instructions).
BAA Schedule A (Form 990 or 990-EZ) 2010
TEEAO404
PAGE
SCHEDULE D I . _Wi
(Form 990) Supplemental Financial Statements 201 0
Ir Complete 'Yes: to Form 990Attach ti Fonnl See separaticaninstructions. Ins ection
Name of the organization Employer identication number
Donors Trust, Inc. 522166327
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
1 Total number at end of year . 110 .
2 Aggregate contributions to (during yearAggregate grants from (during year) . 22 1'72 327 .
4 Aggregate value at end of year . 15 022 248 .
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? . . Yes No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other
purpose conferring impermissible private benefit? . Yes D No
Conservation Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e recreation or education) Preservation of an historically important land area
Protection of natural habitat Preservation of a certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
last day of the tax year.
ii Held at the End of the Tax Year
a Total number of conservation easements . . . 2a
b Total acreage restricted by conservation easements . 2b
c Number of conservation easements on a certified historic structure included in . 2c
d Number of conservation easements included in acquired after 8/17/06, and not on a historic
structure listed in the National Register . . 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year
4 Number of states where property subject to conservation easement is located I
and enforcement of the conservation easements it holds?
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements dunng the year
Iv
5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violationsAmount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
D
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
and section . . . El Yes D No
9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education. or research in furtherance of public service, provide,
in Part XIV, the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the
following amounts relating to these items:
Revenues included in Form 990, Part line (ii) Assets included in Form 990, Part X . . Ir
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part line Assets included in Form 990, Part X . . .
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2010
PAGE
Schedule D (Form 990) 2010 Donors Trust, Inc. 52-2166327 Page 2
Eart Ill [Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a Public exhibition
b Scholarly research
c Preservation for future generations
4 Provigeva description of the organization's collections and explain how they further the organization's exempt purpose in
Part I .
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes D No
|Part IV [Escrow and Custodial Arrangements. Complete if organization answered 'Yes' to Form 990, Part IV, line
9, or reported an amount on Form 990, Part X, line 21.
d I Loan or exchange programs
e I Other
1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not
included on Form 990, Part . . . . .
b If Yes, explain the arrangement in Part XIV and complete the following table:
Yes D No
Amount
c Beginning balance
d Additions during the year
e Distributions during the year
f Ending balance . . . .
2a Did the organization include an amount on Form 990, Part X, line 21'Yes,' explain the arrangement in Part XIV
IartV IEndowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10.
Current year Prior year Two years back Three years back Four years back
12,051,906. 8,939,680. 9,448,610. W
28,817,945. 16,592,079. 10,548,791.
1 a Beginning of year balance
b Contributions
c Net investment earnings, gains,
and losses 249,299. 324,215. 472,097.
dGrants or scholarships 22,172,327. 12,641,403. 9,366,969.
e Other expenditures for facilities
and programs . 1,912,824. 976,327. 1,103,256.
f Administrative expenses 349,223. 186,338. 115,399.
gEnd ofyear balance 16,684,776. 12,051,906.
2 Provide the estimated percentage of the year end balance held as:
8, 939,680.
a Board designated or quasi-endowment 100 . 00
b Permanent endowment 0 . 00
c Term endowment 0 . 00
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:
unrelated organizations .
(ii) related organizations . .
b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule .
4 Describe in Part XIV the intended uses of the organization's endowment funds
I_Part VI Hand, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment Cost or other basis Cost or other Accumulated Book value
(investment) basis (other) depreciation
1 a Land
b Buildings .
c Leasehold improvements 18, 695. 4, 089. 14, 606.
dEquipment 57,263. 35,237. 22,026.
e Other
Total. Add lines 1a through 1e (Column must equal Form 990, Part X, column (8), line . . *1 36, 632 .
BAA Schedule D (Form 990) 2010
TEEA3302 12120! 10
PAGE
Schedule D (Form 990) 2010 Donors Trust, Inc . 52216632'7 Page 3
[Part VII I|nvestments0ther Securities. See Form 990, Part X, line 12.
Description of security or category Book value Method of valuation:
(including name of security) Cost or end-of-year market value
(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
Total. (Column must equal Form 990 PanX, column (8) line 12.)
Wart I Related. (See Form 990, Part X, line 13)
Description of investment type Book value Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(3)
(9)
(10)
Total. Column b muste ualForm 990 PartX, column (B) line 13 I
I_Part IX |0ther Assets. (See Form 990, Part X, line 15)
Description Book value
(1)
(2)
(3)
(4)
(5)
(5)
(7)
(8)
(9)
(10)
Total. (Column must equal Form 990, Part X, column(B), line 15) ..
[Part X I0ther Liabilities. (See Form 990, Part X, line 25)
Description of liability Amount
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
Total. (Column must equal Farm 990, Part)(, column (3) line 25) .
2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740).
BAA TEEA3303 12120110 Schedule D (Form 990) 2010
PAGE
Schedu|eD (Form 990) 2010 Donors Trust, Inc.
[Part XI [Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
1 Total revenue (Form 990, Part VIIl,column (A), line 12) ..
52-2166327 Page4
29,567, 627.
2 Total expenses (Form 990, Part IX, column (A), line 25) . 25, 065, 327 .
3 Excess or (deficit) for the year. Subtract line 2 from line 1 4 502 300 .
4 Net unrealized gains (losses) on investments 106, 819 .
5 Donated services and use of facilities
6 Investment expenses . . . . . . . . . .
7 Prior period adjustments . . . . . . .. . . .. 5, 000 .
8 Other (Describe in Part XIVTotal adjustments (net). Add lines 4 through 8 . . . 111, 819 .
10 Excess or (deficit) for the year per audited financial statements. Combine lines IPart XII IReconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements . . . . 1 29, 239, 51 0 .
2 Amounts included on line 1 but not on Form 990, Part line 12:
a Net unrealized gains on investments . .. . . 2a 106, 819 .
b Donated services and use of facilities . . . . . . . 2b
c Recoveries of prior year grants . . . 2c
d Other (Describe in Part XIVAdd lines 2a through Subtract line 2e from Iine1 . . . . 3 29, 127, 691 .
4 Amounts included on Form 990, Part line 12, but not on line 1:
a Investments expenses not included on Form 990, Part line 7b . 4a
b Other (Describe in Part XIV439, 936 .
cAddIines4aand 4b 4c 439,936.
5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12IPart I Reconciliation of Expenses per Audited Financial Statements With Expenseer Return
1 Total expenses and losses per audited financial statements . 1 24 625, 391 .
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities . . . 2a
b Prior year adjustments . . . . . 2b
c Other losses . . 2c
d Other (Describe in Part XIVAdd lines 2a through 2d . 2e
3 Subtract line 2e from line 625, 391 .
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investments expenses not included on Form 990, Part line 7b 4a
b Other (Describe in Part XIV.) . .. 4b 439, 936 .
cAdd|ines4aand4b . . .. . . . 4c 439,936.
5 Total expenses. Add lines 3 and 4c. (fhrs must equal Form 990, Part I, line 18.) 5 25 065, 327 .
I Part XIV I Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3. 5, and 9; Part lines la and 4; Part IV, lines lb and 2b;
Part V, line 4; Part X, line 2. Part XI, line 8; Part XII, lines 2d and 4b, and Part lines 2d and 4b. Also complete this part to provide
any additional information.
Pt XI Line 8
Pt Line 4b reduction for book purposes
BAA TEEA3304 O2:'11l'11 Schedule D (Form 990) 2010
PAGE
Schedule D (Form 990) 2010 Donors Trust, Inc . 52-2166327 Page 5
. Supplemental lnformation4continuc=@
BAA TEEA3305 07115110 Schedule D (Form 990) 2010
PAGE
SCHEDULE I
(Form 990)
Department oi the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 21 or 22.
Attatch to Form 990.
Name of the organization
Donors Trust, Inc.
General Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistanceDescribe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Employer number
|XlYes
Grants 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. Check this box if no one recipient received more than $5,000.
Part II can be duplicated if additional space is needed
[:lNo
>l_l
1 Name and address of organization
or government
EIN
(1) Method of valuation
(book. FMV, appraisal,
other)
Amount of cash grant (6) Amount of non-cash
IRC section
assistance
if applicable
Description of
non-cash assistance
Purpose of grant
or assistance
Lu se. s9n_t_ir_1u_a1:i_0_n_ eases
2 Enter total number of section 501(c)(3) and government organizations
3 Enter total number of other organizations
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
10129110
F
338
D
0
Schedule I (Form 990) 2010
PAGE
Donors Trust, Inc 52-2166327
I. Grants to Organizations and Indviduals in the U 8
Part II. Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(C)
IRC Amount of
Section if Cash Grant
Applicable
tel
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
1851 Center for Constitutional Law
208 E State Street
Columbus. OH 43215
27-1636436
501(c)(3) $100,000.00
NIA
Cash
NIA
for general operations
Accuracy in Media
4455 Connecticut Avenue NW. Suite 330
Washington, DC 20008
23-7135837
501(c)(3) $100 00
NIA
Cash
NIA
for annual fund for the current
year
ACE Programs for the Homeless. Inc
598 Broadway. 7th FL
New York. NY 10012
13-3846431
501(c)(3) 52.500 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926822
501(c)(3) 5150 00
NIA
Cash
NIA
to be used for the earthquake
In Chile
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926322
501(c)(3) $250 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
33-2926822
501(c)(3) $250 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
30-2926822
501(c)(3) $500 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW, Suite 301
Grand Rapids. MI 49503
38-2926822
501(c)(3) $500 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926822
501(c)(3) 51.000 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926822
501(c)(3) 51.000 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926022
501(c)(3) $1,500 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids, MI 49503
33-2926822
501(c)(3) $1.700 00
NIA
Cash
NIA
for Acton University
Schedule I (Form 990 or 990EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327
l. Grants to Organizations and Indviduals in the U.S
Part II, Grants to OLg_anizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EIN
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
tf)
Method of
Valuation (book. FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926822
501(c)(3)
$2.000 00
NIA
Cash
NIA
for Acton University event
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926822
501(c)(3)
$2.000 00
NIA
Cash
NIA
for the Poverty Cure project
Acton institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
38-2926822
501
$5.000 00
NIA
Cash
NIA
for general operations
Acton Institute
161 Ottawa NW. Suite 301
Grand Rapids. MI 49503
33-2926822
501(c)(3)
$5.000 00
NIA
Cash
NIA
Lord Acton Circle Sponsor
Afnca Fighting Malana Int . inc
1050 17th Street. NW. Suite 520
Washington. DC 20036
30-0162292
501(c)(3)
$15,000 00
NIA
Cash
NIA
for general operations
AIDG
PO Box 104
Weston. MA 02493
68-0589005
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Alexander Hamilton Institute
21 West Park Row
Clinton. NY 13323
26-1689695
501(c)(3)
$10,000 00
NIA
Cash
NIA
for the organizat:on's work
with Encounter Books
Alexander Hamilton Institute
21 West Park Row
Clinton. NY 13323
26-1689695
501(c)(3)
$13,000 00
NIA
Cash
NIA
for general operations
All Souls Unitarian Church
1157 Lexington Avenue
New York. NY 10021
13-1782483
501(c)(3)
$4.000 00
NIA
Cash
NIA
for general operations
Alliance Defense Fund
15100 N 90th Street
Scottsdale. AZ 85260
54-1 6604 59
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Alliance for a Sustainable USA
56 Dolores Way
Onnda. CA 94563
68-0400757
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Alliance for School Choice
1660 L Street N.W . Suite 1000
Washington. DC 20036
52-21 1 1508
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
la) (C) (dl tel (fl (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Alliance for the Separation of School 8. State.
Inc
1071 North Fulton Ave.
Fresno, CA 93726 77-0539599 501(c)(3) $250 00 NIA Cash NIA for general operations
Amencan Border Patrol
2160 East Fiy Blvd.. #426
Sierra Vista. AZ 65635-2794 42-1542666 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Amencan Border Patrol
2160 East Fry #426
Sierra Vista. AZ 85635-2794 42-1542666 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Amencan Border Patrol
2160 East Fry . #426
Sierra Vista. AZ 65635-2794 42-1542666 501(c)(3) $2,500 00 NIA Cash NIA for general operations
Amencan Border Patrol
2160 East Fry . #426
Sierra Vista, AZ 85635-2794 42-1542666 501(c)(3) $3,000 00 NIA Cash NIA for general operations
American Civil Rights Institute
PO Box 188350
Sacramento. CA 9581 B 52-2004697 501(c)(3) $100 00 NIA Cash NIA for general operations
Amencan Council of Trustees and Alumni
1726 M Street NW, Suite 802
Washington. DC 20036 52-1870003 501(c)(3) $1 .000 00 NIA Cash NIA for general operations
American Council on Science 8. Health
1995 Broadway, 2nd Floor
New York, NY 10023-5360 13-2911127 501(c)(3) $99,017 24 NIA Cash NIA for general operations
Amencan Enterprise Institute
1150 Seventeenth Street, NW
Washington, DC 20036 53-0218495 501(c)(3) $250 00 NIA Cash NIA for general operations
Amencan Enterprise Institute
1150 Seventeenth Street. NW
Washington, DC 20036 53-0218495 501(c)(3) $500 00 NIA Cash NIA for general operations
American Enterprise institute
1150 Seventeenth Street. NW
Washington, DC 20036 53-0218495 501(c)(3) $500 00 NIA Cash NIA for general operations
American Enterpnse Institute
1150 Seventeenth Street. NW for the Center for Defense
DC 20036 53-0216495 501(c)(3) $1.000 00 NIA Cash NIA Studies
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327 4
I. Grants to Organizations and Indviduals in the U.S.
Part II. Grants to Organizations and Governments in the U.S.
(6) Id) (fl (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
American Enterprise Institute
1150 Seventeenth Street. NW
Washington. DC 20036 53-0218495 501(c)(3) $1.500 00 NIA Cash NIA for general operations
American Enterpnse Institute
1150 Seventeenth Street. NW
Washington. DC 20036 53~0218495 501(c)(3) $5.000 00 NIA Cash NIA for general operations
American Enterpnse Institute
1150 Seventeenth Street. NW
Washington. DC 20036 53-0218495 501(c)(3) $5.000 00 NIA Cash NIA for general operations
American Enterprise Institute
1150 Seventeenth Street. NW
Washington. DC 20036 53-0218495 501(c)(3) $5.000 00 NIA Cash NIA 2010 Annual Table
American Enterpnse Institute
1150 Seventeenth Street. NW
Washington. DC 20036 53-0218495 501(c)(3) $5.000 00 NIA Cash NIA for general operations
American Friends of IEA
1201 L St. NW
Washington. DC 20005 54-1899539 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Amencan Heart Association
7272 Greenville Avenue
Dallas. TX 75231 135613797 501(c)(3) $250 00 NIA Cash NIA for general operations
Amencan Heritage Education Foundation. Inc
3501 W Alabama. Suite 200
Houston. TX 77027 760452407 501(c)(3) $10,000 00 NIA Cash NIA lorgenerel operations
American Legislative Exchange Council for the organization's efforts to
1101 Vermont Ave . NW. 11th FL protect philanthropic freedom
Washington. DC 20005 52-0140979 501(c)(3) $25,000 00 NIA Cash NIA In the states
American Majority
PO Box 87
Purcellvilie. VA 20134 264501154 501(c)(3) $49,500 00 NIA Cash NIA for general operations
Amencan Red Cross - Southern AZ Chapter
5301 E Broadway Boulevard
Tucson. AZ 85711 501(c)(3) $1.000 00 NIA Cash NIA for general operations
American Spectator Educational Foundation
1611 N Kent Street. Suite 901
Arlington. VA 22209 2357002632 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U S.
Part ll, Grants to Organizations and Governments in the us.
ta)
Name and Address of
Organization or
Government
lb)
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(8)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
Amencan Spectator Educational Foundation
1611 N Kent Street, Suite 901
Arlington, VA 22209
23-7002632
501(c)(3)
$5.000 00
NIA
Cash
NIA
for the annual dinner to be
held in Washington DC on
November 9
Amencan Studies Center
1100 N Glebe Road, Suite 910
Artington, VA 22101
51-0232804
$5,000 00
MA
Cash
NIA
to support National Memorial
Day Parade in DC on May 25,
2010
American University
4400 Massachusettes Avenue, NW
Washington, DC 20016-8143
53-0196549
501
$100 00
NIA
Cash
NIA
for annual fund for the current
year
Americans for Prosperity Foundation
2111 Wilson Blvd, Ste 350
Arlington, VA 22201
52-1527294
5019(3)
$1,000 00
NIA
Cash
NIA
for general operations
Americans for Prospenty Foundation
2111 Wilson Blvd, Ste 350
Arlington, VA 22201
52-1 527 294
5019(3)
$1,000 00
NIA
Cash
NIA
for general operations
Americans for Prospenty Foundation
2111 Wilson Blvd, Ste 350
Arlington, VA 22201
52-1 527294
501(c)(3)
$20,000 00
NIA
Cash
NIA
for the AFP-Florida chapter
Americans tor Prosperity Foundation
2111 l/llson Blvd, Ste. 350
Artington, VA 22201
52-1527294
501(c)(3)
$46,911 00
NIA
Cash
NIA
for AFP Foundation - Kansas,
Americans for Prosperity Foundation
2111 Vtlson Blvd, Ste 350
Arlington, VA 22201
52-1527294
5o1(g(3)
$50,000 00
NIA
Cash
NIA
for general operations
Americans for Prospenty Foundation
2111 Wilson Blvd. Ste 350
52-1527294
51(El(3)
$50,000 00
NIA
Cash
NIA
for AFP Foundation - New
Jersey chapter gen ops
Arlington, VA 22201
Americans for Prosperity Foundation
2111 Wilson Blvd, Ste 350
Arlington, VA 22201
52-1 527294
501(c)(3)
$100,000 00
MIA
Cash
NIA
for the Right On Line project
Americans for Prospenty Foundation
2111 Wilson Blvd, Ste. 350
52-1527294
501j)(3)
$300,000 00
NIA
Cash
NIA
for general operations
Artington, VA 22201
Americans for Prospenty Foundation
2111 Wilson Blvd. Ste 350
52-1527294
501(c)(3)
$500.000 00
NIA
Cash
NIA
for general operations
Arlington, VA 22201
Schedule I (Form 990 or 990-EZ) 2C 10
PAGE
Donors Trust, Inc 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la)
Name and Address of
Organization or
Government
lb)
EIN
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
le)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Amencans for Prosperity Foundation
2111 Wilson Blvd, Ste 350
Arlington. VA 22201
52-1527294
501(c)(3)
$580,000 00
NIA
Cash
NIA
for general operations
Amencans for Prospenty Foundation
2111 Wilson Blvd, Ste 350
Arlington, VA 22201
52-1527294
501(c)(3)
$1,500,000 00
NIA
Cash
NIA
loLgeneral operations
Amencans for Prosperity Foundation
2111 Wilson Blvd, Ste 350
Arlington,VA 22201
52-1527294
501(c)(3)
$4,500,000 00
NIA
Cash
NIA
l'oLgeneral operations
Americans for Tax Reform Foundation
722 12th Street, NW. Suite 400
Washington, DC 20005
52-1400492
501(c)(3)
$7,500 00
NM
Cash
NIA
for general operations
Americans for Tax Reform Foundation
722 12th Street, NW. Suite 400
Washington, DC 20005
52-1400492
501(c)(3)
$15.000 00
NIA
Cash
NIA
for general operations
mencans for Tax Reform Foundation
722 12th Street. NW. Suite 400
Washington. DC 20005
52-1400492
501(c)(3)
$25,000 00
NIA
Cash
NIA
foLgeneral operations
Americans for Tax Reform Foundation
722 12th Street, NW, Suite 400
Washington, DC 20005
52-1400492
501(c)(3)
$40,000 00
NIA
Cash
NIA
for general operations
America's Majority Foundation
2560 Plymouth Street
Manon, IA 52302
22-3947727
501
$5.000 00
NIA
Cash
NIA
for general operations
Amenca's Majority Foundation
8640 Travis Street
Overland Park, KS 66212
22-39-1772?
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Animal Humane Society
845 Meadow Lane N
41-0693842
501(c)(3)
$250 00
NIA
Cash
NIA
fogqeneral operations
Minneapolis, MN 55422
Arch Foundation
7 Candler Hall
Athens, GA 30602
20-277 9492
501(c)(3)
$1.000 00
NIA
Cash
NIA
for the Eugene Miller
Memorial Fund
Anzona Aerospace Foundation
6000 E Valencia Road
Tucson, AZ 85706
86-6031 135
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327
l, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
lb)
EEN
(cl
Section if
Applicable
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Asbury Foundation
201 Russell Avenue
Gaithersburg, MD 20877
524862674
501(c)(3)
$100 00
NIA
Cash
NIA
for annual fund for the current
year
Ashbrook (John M Center for Publlc Affairs
Ashland
401 College Avenue
Ashland. OH 44805
34-0714626
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Association of Amencan Educators Foundation
1645 Prince Street
Alexandria, VA 22314
33-0623003
501(c)(3)
$800 00
NIA
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street. NW, 2nd Floor
Washington. DC 20005
94-2763845
501
$1.000 00
NIA
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street. NW, 2nd Floor
DC 20005
94-2763845
501(c)(3)
$1,250 00
Cash
NIA
for the Freedom Dinner
Atlas Economic Research Foundation
1201 L Street, NW, 2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$2,500 00
NIA
Cash
NIA
Liberty Forum 8. freedom
Dinner
Atlas Economic Research Foundation
1201 L Street, NW, 2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW, 2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Atlas Economic Research Foundation
1201 L Street, NW, 2nd Floor
Washington, DC 20005
94-2763845
501(c)(3)
$5.000 00
NIA
Cash
NIA
for Leon Louw's Free Market
Foundation in South Africa
Atlas Economic Research Foundation
1201 L Street. NW. 2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
$6,500 00
NIA
Cash
WA
to support Tom Palmer's work
Atlas Economic Research Foundation
1201 L Street, NW, 2nd Floor
Washington. DC 20005
94-2763845
501(c)(3)
$15,000 00
NIA
Cash
NIA
to suppon John Blundell's
book progect
Baylor College of Medicine
1 Baylor Plaza
Houston, TX 77030
74-1613878
501(c)(3)
$5,000 00
NIA
Cash
NIA
travel expenses to the
TEDActive conference in
Palm Springs and {or general
purposes
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327 3
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
ta) lb) (6) Id) tel (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Baylor College of Medicine
1 Baylor Plaza to support David EagIeman's
Houston, TX 77030 74-1613378 501 $5,000 00 NIA Cash NIA work
Baylor University for a post-doctoral fellowship
PO Box 1097 at the Department of Political
Independence, MO 64051-0597 74-1159753 501(c)(3) $60,000 00 NIA Cash NIA Science
Beacon Center of Tennessee
PO Box 198646
Nashville, TN 37219 20-1808567 501(c)(3) $7,500 00 NIA Cash NIA for healthcare policy research
Beacon Center of Tennessee
PO Box 198646
Nashville, TN 37219 204808567 501(c)(3) $25,000 00 NIA Cash NIA for capacity building projects
Becket Fund for Religious Liberty
3000 K Street NW, Suite 220
Washington, DC 20007 52-1858532 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Beech Acres Parenting Center
6681 Beechmont Ave.
Cincinnati, OH 45230 31-0536663 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Bill of Rights Institute
200 N Glebe Road, Sulte 200
Arlington, VA 22203 48-0891418 501(c)(3) $100 00 NIA Cash NIA for general operations
Bill of Rights Institute
200 N. Glebe Road, Suite 200 In response to the April 13th
Arlington. VA 22203 43-0891418 501(c)(3) $1,000 00 NIA Cash NIA mailing - for gen ops
Bill of Rights Institute
200 N Glebe Road. Suite 200 for the Being an American
Arlington, VA 22203 43-0891413 501(c)(3) $5,000 00 NIA Cash NIA Dinner
Bill of Rights Institute
200 N Glebe Road, Suite 200
Arlington, VA 22203 48-0391418 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Bill of Rights Institute
200 N. Glebe Road, Suite 200 for the Wakefield School
Arlington, VA 22203 46-0891418 501(c)(3) $7,500 00 NIA Cash NIA symposium
Boise State University
1910 University Avenue for the purpose of funding the
Boise, ID 83725-1935 82-6010706 501(c)(3) $15,000 00 Cash NIA American Founding Inltlatlve
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U.S.
Part ll, Grants to Organizations and Governments in the U.S.
ta)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Boston College
200 McGulnn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill, MA 02467
042103545
501(c)(3)
$25,000 00
NIA
Cash
NIA
establishment of a Post-
Doctoral Fellowship at the
Program for the Study of the
We-stem Heritage
Boston College
200 McGulnn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill. MA 02467
O4-2103545
501(c)(3)
$40,000 00
NIA
Cash
NIA
establishment of a Post-
Doctoral Fellowship at the
Program for the Study of the
Western Heritage
Boston College
200 McGulnn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill, MA 02467
04-2103545
501(c)(3)
$50,000 00
NIA
Cash
NIA
for the initiative for the Study
of Constitutional Democracy
Bowdoin College
4101 College Station
Brunswick, ME 040118432
01-0215213
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Boy Scouts of Amenca
9190 Rockville Pike
Bethesda, MD 20814
22-1576300
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Boy Scouts oi Amenca
9190 Pike
Bethesda, MD 20814
22-1576300
501(c)(3)
$300 00
NIA
Cash
NIA
tor the National Captital Area
Council's operations
Brighter Choice Foundation
250 Central Avenue
Albany. NY 12206
14- 1 825626
501(c)(3)
$75,000 00
NIA
Cash
NIA
for general operations
Brighter Choice Foundation
4 Chelsea Place, 2nd Floor
Clifton Park, NY 12065
14-1825626
501(c)(3)
$100,000 00
NIA
Cash
{or general operations
Brown University - Political Theory Protect
PO Box 1844
Providence, RI 02912
05-0258809
501(c)(3)
$25,000 00
NIA
Cash
NIA
for the benet of the Political
Theory Project
Brown University Political Theory Protect
PO Box 1844
Providence, RI 02912
05-0258809
501(c)(3)
$50,000 00
NIA
Cash
NIA
for the Political Theory Project
supporting Steven Calabresi
during the 2010-11 academic
year
BSA - Viking Council
5300 Glenwood Avenue
Minneapolis, MN 55422
22-1576300
501(c)(3)
$10000
NIA
Cash
NIA
for general operations
C S. Lewis institute
8001 Braddock Road, Suite 300
Springfield, VA 22151
54-1802015
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and lndviduals in the U.S
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(el
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hl
Purpose of
Grant or
Assistance
California Public Policy Foundation
PO Box 931
Camanllo. CA 93011
954088120
501 (c)L3)
$1,000 00
NIA
Cash
NIA
for eneral operations
Californians for Population Stabilization. Inc
1129 State Street. Suite 3-D
Santa Barbara. CA 93101
94-2581509
501(c)(3)
$5.000 00
NIA
Cash
NIA
for the organization's SBI
report project
Cambiando Wdas
245 Mt Herman Road. PBM 312
Scotts Valley. CA 95066
73-1668932
501(c)j)
$1.000 00
NIA
Cash
NIA
for general operations
Capital Research Center
1513 16th Street. NW
Washington. DC 20036-1480
52-1289734
501(c)(3)
$500 00
NIA
Cash
NIA
foggeneral operations
Capital Research Center
513 16th Street. NW
Washington. DC 20036-1480
52-1289734
501(c)(3)
$3.000 00
NIA
Cash
NIA
for general operations
Capital Research Center
1513 16th Street. NW
Washington. DC 20036-1480
52-1289734
501(c)(3)
$3.500 00
NIA
Cash
NIA
for eneral operations
Capital Research Center
1513 16th Street. NW
Washington, DC 20036-1480
52- 1 289734
$5,000 00
NIA
Cash
NIA
for general operations
Canng For Cats
2141 Division Street
North St Paul. MN 55109
41-1944601
$250 00
NIA
Cash
NIA
for general operations
Carnegie Institution of Washington
1530 F Street. NW
Washington. DC 20005
53-01 96 523
501(c)(3)
$100 00
NIA
Cash
NIA
for annual fund for the current
year
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403
23-7432162
501(c)L3)
$200 00
NIA
Cash
NIA
for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23- 3'4 32 1 62
501(c)(3)
$250 00
NIA
Cash
NIA
lorgeneral operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403
23-74 32 1 62
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327 11
I. Grants to Organizations and lndviduals in the U.S.
Part ll, Grants to Organizations and Governments in the U.S.
(3) lb) (C) (9) (ft (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $250 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW for annual fund for the current
Washington, DC 20001-5403 23-7432162 501(c)(3) $500 00 NIA Cash NIA year
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $500 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $500 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-T432162 501(c)(3) $500 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $2,000 00 NIA Cash NIA for the Capital campaign
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) 53.000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432162 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW for renewed Benefactor
Washington. DC 20001-5403 23-7432162 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 for general operations
Cato Institute
1000 Massachusetts Avenue. NW
Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW for renewed benefactor
Washington. DC 20001-5403 23-7432162 501(c)(3) $5,000 00 NIA Cash NIA membership
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 12
I. Grants to Organizations and lndviduals in the U.S
Part ll. Grants to Organizations and Governments in the US
(C) if) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Cato Institute
1000 Massachusetts Avenue. NW
Washigqpn. DC 20001-5403 23-7432162 501 $5.000 00 NIA Cash NIA for general operations
Cato Institute
1000 Massachusetts Avenue. NW for the Cato building
Washington. DC 20001-5403 23-7432162 501(c)(3) $8,333 00 NIA Cash NIA campaign
Center for Anzona Policy
11000 North Scottsdale Road. Suite 144
Scottsdale, AZ 85254-6160 86-0618922 501(c)(3) $35,000 00 NIA Cash NIA for general operations
Center for Competitive Politics
124 South West Street, #201
Alexandria. VA 22314 2043676386 501(c)(3) 55.000 00 NIA Cash NIA for general operations
Center for Competitive Politics
124 South West Street. #201
Alexandria, VA 22314 2043676886 501(c)(3) 310.000 00 NIA Cash NIA for general operations
Center for Competitive Politics
124 South West Street. #201
Alexandna, VA 22314 20-3676886 501(c)(3) $12,500 00 NIA Cash NIA for general operations
Center for Secunty Policy
l 1901 Avenue. NW for annual fund for the current
i Washington. DC 20006 52-1601976 501(c)(3) $200 00 NIA Cash NIA year
Center for Secunty Policy
1901 Avenue. NW for the Keeper of the Flame
DC 20006 52-1601976 501(c)(3) 32.500 00 NIA Cash NIA Award Dinner
Center for Union Facts
1090 Vermont Avenue. NW, #800
Washgton. DC 20005 204036946 501(c)(3) $1,500 00 NIA Cash NIA for general operations
Character Education Partnership. inc
1025 Connecticut Ave . Suite 1011
DC 20036 54-1657505 501(c)(3) $2,000 00 NIA Cash NIA for general ogmons
for Chansa sponsorship and
Child Fund International Chilesha sponsorship and
P O. Box 26507 each birthday and Christmas
Richmond. VA 23261 540536100 501(c)(3) $601 00 Cash NIA gifts
Children's Memorial Foundation
2300 Children's Memorial Plaza. Box 4
Chicago_.lL 60614-3363 36-3357006 501(c)(3) $500 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327 13
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Govemments in the U.S.
ta) (bl (C) (9) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Christchurch Between the Rivers
P 0 Box 8021
Yorktown. VA 23693 501(c)(3) $1.200 00 NIA Cash NIA for general operations
Foundation for Children and Aging sponsorship for camiio
1 Elmwood Avenue and birthday and
Kansas City. KS 66103 43-1243999 $280 00 NIA Cash NIA gitfs
Foundation for Children and Aging
1 Elmwood Avenue to sponsor Marco David
Kansas City. KS 66103 43-1243999 501(c)(3) $360 00 NIA Cash NIA Valencla Vargas
Christian Monlesson Fellowship
22630 East Range
San Antonio. TX 78255 75-1520307 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Newport University for the Center for American
1 University Place Studies. to support a pre-
Newporl News. VA 23606 54-0701501 501(c)(3) $10,000 00 NIA Cash NIA doctoral fellowship
Church of the Redeemer
379 Hammond Street
Chestnut Hill, MA 02467 042103997 501(g(3) $15,000 00 NIA Cash NIA for the Memorial Service
Citizens Council on Health Care
1954 University Ave.. Ste B
St Paul. MN 55104 414916724 501(c)(3) $250 00 NIA Cash NIA for general operations
Citizens Economic Research Foundation
145 Village St
Marblehead. MA 01945 04-2791264 501(c)(3) $6.000 00 NIA Cash NIA for general operations
Citizens United for Research in Epilepsy
730 North Franklin Street. #404
Chicago. IL 60610 36-4253176 501lc)(3) $5,000 00 NIA Cash NIA for general operations
Clare Boothe Luce Policy Institute
112 Elden Street. Suite P
Herndon. VA 20170 54-1672138 501(c)(3) $5.000 00 NIA Cash NIA for general operations
l
i Clare Boothe Luce Policy Institute
112 Elden Street. Suite P
Herndon. VA 20170 54-1672138 $15,000 00 NIA Cash NIA for general operations
Claremont Institute
937 West Foothill Blvd. Suite E
Claremont. CA 91711 95-3443202 501(g)(3) $250 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la)
Name and Address of
Organization or
Government
lb)
EIN
to)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
14
Claremont College
Salvatori Center
850 Columbia Avenue
Claremont. CA 91711
95-1664101
501(c)(3)
$25,000 00
NIA
Cash
NIA
for the benet of the Henry
Salvatori Center under the
Professor Mark Blitz
Coalition on Urban Renewal and Education
722 12th Street, NW, 4th Floor
Washington. DC 20005
31-1467594
501(c)(3)
$2,000 00
NIA
Cash
NIA
for general operations
College of the Holy Cross
PO Box 1097
Independence. MO 64051-0597
04-2103558
501(c)(3)
$75,000 00
NIA
Cash
NIA
for the Charles Carroll
program
Commentary, Inc.
165 East 56th Street
New York, NY 10022
13-3610041
501(c)(3)
$3,000 00
NIA
Cash
NIA
for general operations
Commentary, Inc
165 East 56th Street
New York, NY 10022
13-3610041
501(c)(3)
535.000 00
NIA
Cash
NIA
for general operations
Committee for a Constructive Tomorrow
PO Box 65722
Washington, DC 20035
52-1462893
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Committee for a Constructive Tomorrow
PO Box 65722
Washington. DC 20035
52-1462693
501(c)(3)
$1,000 00
NIA
Cash
NIA
for the organization's
Environmental Educational
Fund project
Committee for a Constructive Tomorrow
PO Box 65722
Washington, Dc 20035
52-1462893
501(c)(3)
$24,753 65
NIA
Cash
NIA
for the organization's Not EVII,
Just Wrong project
Committee for a Constructive Tomorrow
PO Box 65722
Washington, DC 20035
52-1462893
501(c)(3)
$49,500 00
NIA
Cash
NIA
for the organization's
Environmental Education
Fund
Committee for a Constructive Tomorrow
PO Box 65722
Washington. DC 20035
52-1462893
501
$260,000 00
NIA
Cash
NIA
for general operations
Committee for a Tomorrow
PO Box 65722
Washington, DC 20035
52-1 462893
501(c)(3)
$450,000 00
NIA
Cash
NIA
for general operations
Committee for a Constructive Tomorrow
PO Box 65722
Washington, DC 20035
524462893
501(c)(3)
$495,000 00
NIA
Cash
NIA
for Environmental
Educational Fund
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
lb)
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, F MV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
15
Common Good Institute, Inc
477 Madison Avenue. 7th FL
New York, NY 10022
13-385981 1
soigilai
$3,000 00
NM
Cash
NIA
for general operations
Community Foundation of Mount Vemon and
Knox County
P 0 Box 1270
Mount Vemon, OH 43050
314768219
souglai
$477 27
NIA
Cash
NIA
for general operations
Competitive Enterprise Institute
1699 L Street, NW, 12th FL
Washigqton, DC 20036
52-1351785
501E113)
$200 00
NM
Cash
NIA
for general operations
Competitive Enterprise Institute
1899 L Street, NW, 12th FL
Washington, DC 20036
52-1351765
501 gs)
$500 00
NIA
Cash
NIA
for general operations
Competitive Enterpnse Institute
1699 L Street, NW, 12th FL
Washington, DC 20036
524351785
501
$2,500 00
NIA
Cash
NIA
for general orgarations
Competitive Enterprise Institute
1899 L Street, NW, 12th FL
Washington, DC 20036
52-1351785
501(c)(3)
$5,000 00
NM
Cash
NIA
for general op_erations
Competitive Enterprise Institute
1899 L Street. NW. 12th FL
Washington, DC 20036
52-1351785
501(c)(3)
$50,000 00
Cash
NIA
for general operations
Concerned Women for America
1015 15th Street. NW, Suite 1100
Washington, DC 20005
95-3580834
50112163)
$10,000 00
NIA
Cash
NIA
for general operations
Concerned Women for America
1015 15th Street, NW, Suite 1100
Wastgton, DC 20005
953580834
500913)
$15,000 00
NIA
Cash
NIA
for general operations
Concerned Women for America
1015 15th Street, NW, Sulte 1100
Waslgton, DC 20005
95-3530834
501l(3)
$15,000 00
NIA
Cash
NIA
for general ogarallons
Concerned Women for America
1015 15th Street, NW, Sulte1100
Washington, DC 20005
9535808341
5019(3)
$15,000 00
NIA
Cash
NIA
for general ggarations
Concerned Women for America
1015 15th Street, NW, Suite 1100
Washington. DC 20005
95-3530834
501 (533)
$25,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 15
l, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la) (bl (C) tel (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Conservative Agenda Proyect
1025 Thomas Jefferson St NW. Ste 110-G
Washington. DC 20007 2641029303 501(c)(3) $42,000 00 NIA Cash NIA for general operatlons
Conservative Agenda Project
1025 Thomas Jefferson St NW, Ste 110-G
Washington, DC 20007 264029303 501(c)(3) $45,000 00 NIA Cash NIA for general operations
Conservative Agenda Project
1025 Thomas Jefferson St NW, Ste 110-G
Washington, DC 20007 26-4029303 501(c)(3) $51,000 00 NIA Cash NIA for general operations
Conservative Agenda Project
1025 Thomas Jefferson St NW, Ste 110-G
Washington, DC 20007 264029303 501(c)(3) 558.000 00 NIA Cash NIA for general operations
Cornell Laboratory of Ornithology
159 Sapsucker Woods Road
Ithaca, NY 14850-1999 15-6002250 501(c)(3) $1,000 00 NIA Cash NIA for general ops
Program on Freedom and
Cornell University Free Socletles at Cornell
Mograw Hall, Room 324 University under Dr Barry
Ithaca, NY 14853 15-0532082 501(c)(3) $25,000 00 NIA Cash NIA Strauss
Cornerstone Schools of Washington DC
PO Box 76456 for the annual student
Washington, DC 20013-6456 52-2084049 501(c)(3) $4.000 00 NIA Cash NIA sponsorship
Cottonwood Gulch Foundation
PO Box 25106
Albuquerque, NM 87125 4345005587 501(c)(3) $100 00 NIA Cash NIA for general operations
Culver Educational Foundation
Gifts Development Department
1300 Academy Road #153
Culver, IN 46511 35-0568071 501 $500 00 NIA Cash NIA for general operatlons
Dallas Life. Inc
12959 Jupiter Road. Suite 140
Dallas, TX 75238 75-1853520 501(c)(3) $5,000 00 NIA Cash NIA for general operatlons
David Horowitz Freedom Center
14148 Magnolia Suite 103
Sherman Oaks, CA 91423 95-4194642 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Discovery Community Church
P.0 Box 111840
Tacoma, WA 98411 501(c)(3) $14,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
l, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la) (0) (6) (fl (9)
Name and Address of EIN Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Discovery Community Church
0 Box 111840
Tacoma, WA 98411 501(c)(3) $15,000 00 NIA Cash NIA for general operations
Discovery Community Church
0 Box 111640
Tacoma, WA 98411 501 $20,000 00 NIA Cash NIA for general operations
Discovery Institute
208 Columbia Street
Seattle, WA 98104 91-1521697 501(c)(3) $250,000 00 NIA Cash NIA for general operations
Donors Capital Fund
PO Box 1305 for a donor advlsed fund at
Alexandna, VA 22313 54-1934032 501(c)(3) $348 59 NIA Cash NIA Donor Capital Fund. Inc
Donors Capital Fund
0 Box 1305 for a donor advised fund at
Alexandria, VA 22313 54-1934032 501(c)(3) $333,068 01 NIA Cash NIA Donor Capital Fund, Inc
Donors Capital Fund
0 Box 1305 for a donor advised fund at
Alexandna, VA 22313 54-1934032 501(c)(3) $519,926 28 NIA Cash NIA Donor Capital Fund, Inc
Donors Capital Fund
0 Box 1305 for a donor advrsed fund at
Alexandria, VA 22313 54-1934032 501(c)(3) $400,000 00 NIA Cash NIA Donor Capital Fund. Inc
Duke Unlversity
PO Box 90204 Post-Doctoral Fellowship in
Durham, NC 27708 56-0532129 501(c)(3) $25,000 00 NIA Cash NIA the Gerst Program
E Pluribus Unum Films
2247 15th Avenue West
Seattle, WA 98119-2417 91-2053400 501(c)(3) $12,000 00 NIA Cash NIA for general operations
East Harlem Churches 8. Communlty Urban
Center
5 East 101st Street for the Bool<erT Washington
New York, NY 10029 13-2765924 501(c)(3) $20,000 00 NIA Cash NIA Center
Embrace
1902 Divlsadero Street
San Francisco, CA 94115 83-0509261 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Empower Texans Foundation
0 Box 200248
Austin, TX 75720 27-1553324
501(c)(3) $18,500 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, 52-2166327 18
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
(C) (6) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Empower Texans Foundation
P 0 Box 200248
Austin, TX 76720 27-1553324 501(c)(3) $18,500 00 NM Cash NIA for general operations
Empower Texans Foundation
P O Box 200248
Austin, TX 78720 274553324 501(c)(3) $13,500 00 NIA Cash NIA for general operations
Empower Texans Foundation
P 0. Box 200248
Austin, TX 78720 27-1553324 501(c)(3) $18,500 00 NIA Cash NIA for general operations
Empower Texans Foundation
P O Box 200248
Austin, TX 76720 27-1553324 501(c)@ $18,500 00 NIA Cash NIA for general operations
Empower Texans Foundation
P O Box 200248
Austin, TX 78720 27-1553324 501(c)(3) $18,500 00 NIA Cash NIA for general operations
Empower Texans Foundation
PO Box 1097
Independence, MO 64051-0597 274553324 501 $18,500 00 NIA Cash NIA for general operations
Empower Texans Foundation
PO Box 1097
Independence, MO 64051-0597 27-1553324 501(c)(3) $13,500 00 NA Cash NIA for general operations
in honor of the 124th
Erasmus Foundation anniversary of the XI Chapter,
9401 Holbrook Lane and educational benet of
Potomac, MD 20854 501(c)Q) $250 00 NIA Cash NIA member undergraduates
Ethics 8. Public Policy Center
1730 M Street, NW, Suite 910 for Mark Judge's Whitaker
Washington, DC 20036 52-1162185 501(c)(1 $3,000 00 MIA Cash NIA Chambers lm pgect
$10,000 gen ops, $10,000 Jim
Ethics 8. Public Policy Center Bowman's research, $5,000
1730 M Street, NW, Suite 910 support the summer lm
Washlnan, DC 20036 52-1162185 501(c)(3) $25,000 00 NIA Cash NIA program
Evans Scholars Foundation
1 Bnar Road
Golf, IL 60029 36-2518129 501(c)j) $5,000 00 NIA Cash NIA for general operations
Faith and Reason Institute
666 11th Street, NW, Ste 450 to support Michael Novak's
Washington, DC 20001 52-2197517 501(c)(3) $5,000 00 NIA Cash NIA program for Slovak students
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc 522166327
I. Grants to Organizations and Indviduais in the US.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
ie)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Falls Church Anglican Church
115 East Fairfax Street
Falls Church, VA 22046
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Families Against Mandatory Minimums
Foundation
1612 K Street. NW. Ste 700
Washington. DC 20006
52-1750246
501(c)(3)
55.000 00
NIA
Cash
NIA
for general operations
Families Against Mandatory Minimums
Foundahon
1612 K Street. NW. Ste 700
Washington. DC 20006
52-1750246
5039(3)
310.000 00
NIA
Cash
NIA
for general operations
Families Against Mandatory Minimums
Foundation
1612 K Street. NW. Ste 700
Washington. DC 20006
52-1 750246
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
5D1@l(3)
$1.000 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
5013(3)
$1.000 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
501 (G)(3l
$7.500 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
501(c)(3)
$60,000 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
501599)
$65,000 00
NIA
Cash
NIA
for the Executive Order
project
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
501()(3)
3100.000 00
NIA
Cash
NIA
for general operations
Federalist Society
1015 18th Street. NW. Suite 425
Washington. DC 20036
36-3235550
5o1(g)(3)
$250,000 00
NIA
Cash
NIA
for general operations
Federation for Amencan Immigration Reform
(FAIR)
25 Massa husetts Ave.. NW #330
Washington. DC 20001
52-1136126
501(c)(3)
$250 00
MIA
Cash
NIA
for general operations
19
Schedule 1 (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. inc. 52-2166327
I. Grants to Organizations and indviduais in the U.S.
Part II. Grants to Organizations and Governments in the U.S
(bi
Name and Address of EIN
Organization or
Government Applicable
(cl
IRC
Section if
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV.
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Feline Rescue. Inc
593 Fairview Avenue N
St Paul. MN 55104-1708 41-1876072
$250 00
NIA
Cash
NIA
for general operations
F INCA international.
1101 14th Street NW 11th Floor
Washington, DC 20005 13-3240109
501(c)(3)
$250 00
MIA
Cash
NIA
for general operations
Fionda Sheris Youth Ranches. Inc
PO Box 2000
Boys Ranch. FL 32064 23430311?
$1,000 00
NIA
Cash
NIA
for general operations
Foundation for Cultural Review
900 Broadway. Suite 602
New York. NY 10003 13-3108424
5o1(g(3)
53.000 00
NIA
Cash
NIA
for the New Criterion
Foundation for Cultural Review
900 Broadway. Suite 602
New York. NY 10003 13-3108424
$5,000 00
NIA
Cash
NIA
to support a
lectureldiscussion program
featuring noted historian
Andrew Roberts
Foundation for Cultural Review
900 Broadway, Suite 602
New York. NY 10003 133108424
35.000 00
NIA
Cash
NIA
for the New Criterion's bi-
annual "Benefit Art Auction
and Gala Dinner"
Foundation for Cultural Review
900 Broadway. Suite 602
New York. NY 10003 13-3108424
501_(El(3)
$10,000 00
NIA
Cash
NIA
to support dinners. lunches.
and receptions for New
Critenon authors
Foundation for Economic Education
30 South Broadway
lrvington-on-Hudson. NY 10533-2529 1345006960
501
$250 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
30 South Broadway
lrvington-on-Hudson. NY 10533-2529 13-6006960
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
30 South Broadway
lrvington-on-Hudson. NY 10533-2529 13-6006960
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
30 South Broadway
lrvington-on-Hudson. NY 10533-2529 13-6006960
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Foundation for Economic Education
30 South Broadway
NY 10533-2529 13-6006960
501(c)(3)
31.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327 21
l 1. Grants to Organizations and tndviduals in the U.S
Part II, Grants to Organizations and Governments in the U.S.
ta) (bl (G) (9) (fl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Foundation for Economic Education
30 South Broadway
lniington-on-Hudson. NY 10533-2529 13-6005960 501(c)(3) $2,500 00 NA Cash NIA for the Jay Richards event
Foundation for Economic Education
30 South Broadway
NY 10533-2529 13-6006960 501(c)(3) $6.000 00 NIA Cash NIA for general operations
Foundation for Economic Education
0 South Broadway
NY 10533-2529 13-6006960 5010:3131 $25.000 00 NIA Cash NIA tor general operations
Foundation for Ethics in Public Service
333 Sayetville Street
Suite 506
Raleigh. NC 27601 26-4505542 501(c)@ $25,000 00 NIA Cash NIA for general operations
Foundation for Rational Economics
Education
PO Box 1776
Lake Jackson. TX 77566 74-2066841 501(c)j1 $100 00 NIA Cash NIA tor general operations
Foundation for Teaching Economics
260 Russell Boulevard
Davis. CA 95616-3839 51-0183347 501 (clg3l $500 00 Cash NIA for general operations
Foundation for Teaching Economics
260 Russell Boulevard
Davis. CA 95616-3339 51-0183347 $1.500 00 NIA Cash NIA for general operations
Foundation tor Teaching Economics
260 Russell Boulevard
Davis. CA 95616-3339 51-0133347 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Fourth Presbyterian Church
5500 River Road
Bethesda. MD 20816 53-0196534 501(c)j) $1,200 00 NIA Cash NIA for Lisa Jeffrey's CD riject
Fourth Presbytenan Church
5500 River Road
Bethesda. MD 20316 53-0196534 $8,800 00 NIA Cash NIA for Lisa Jeerys CD Project
Fouith Presbytenan School
10701 South Glen Road
Potomac. MD 20854 52-2065223 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Franklin Center
26-4066298 501(c)(3) $15.000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 22
l, Grants to Organizations and lndviduals in the US.
Part II, Grants to Organizations and Governments in the U.S.
(3) lb) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Fred Hutchinson Cancer Research Center
1100 Fairview Avenue, North
Seattle, WA 98109 91-1540426 501(c)(3) $250 00 NIA Cash NIA for general operations
FREE
662 Ferguson Road
Bozeman, MT 59716 94-3170425 501(c)(3) $4,000 00 NIA Cash NIA for general operations
Freedom Alliance
22570 Marliey Court, Suite 240
Dulles, VA 20166-6919 54-1411430 501(c)(3) $1,000 00 Cash NIA for general operations
Freedom Foundation
PO Box 552
Olympia, WA 96507-0522 94-3136961 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Freedom Foundation
PO Box 552
Olympia, WA 98507-0522 94-3136961 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Freedom Works Foundation
400 North Caputol Street, NW
Suite 765
DC 20001-1564 52-1526916 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
Washington, DC 20001-1564 52-1526916 501(c)(3) $4,000 00 NIA Cash NIA Contest
for the Taxpayers Alliance
Freedom Works Foundation
400 North Capitol Street. NW
Suite 765
Washington, DC 20001-1564 52-1526916 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Freedom Works Foundation
400 North Capitol Street, NW
Suite 765
DC 20001 -1 564 52-1526916 501(c)(3) $30,000 00 MIA Cash NIA for general operations
Fnends of Animal Adoptions, Inc.
809 East 7th Street
St Paul, MN 55106 41-1311053 501(c)(3) $250 00 NIA Cash NIA for general operations
Fully Informed Jury Association
PO Box 5570
Helena, MT 59604-5570 81-0461842 501(c)(3) $500 00 NIA Cash NIA for general operations
Fund for Amencan Studies
1706 New Hampshire Ave NW, Ste 400
Washington, DC 20009 13-6223604 501(c)(3) $500 00 NIA Cash NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2C 10
PAGE
Donors Trust, Inc. 52-2166327 23
1, Grants to Organizations and lndviduals in the U.S.
Part II. Grants to Organizations and Governments in the U.S.
la) (C) (9) (fl (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Fund for American Studies
1706 New Hampshire Ave.. NW. Ste 400
Washington. DC 20009 13-6223604 501(c)(3) $500 00 NIA Cash NIA for general operations
Fund tor American Studies
1706 New Hampshire Ave NW. Ste 400
Washington, DC 20009 1343223604 501(c)(3) $1,000 00 NIA Cash NIA for the Scholarship Fund
Fund for American Studies
1706 New Hampshire Ave NW, Ste 400
Washington. DC 20009 13-6223604 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Fund for American Studies
1706 New Hampshire Ave . NW. Ste 400
Washington, DC 20009 13-6223604 501(c)(3) $3,000 00 NIA Cash NIA for general operations
Fund for American Studies
1706 New Hampshire Ave NW, Ste 400
Washington. DC 20009 1345223604 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Fund for American Studies
1706 New Hampshire Ave . NW. Ste. 400
Washington, DC 20009 136223604 501 $5,000 00 NIA Cash NIA for general operations
Fund for American Studies
1706 New Hampshire Ave . NW. Ste 400
Washington, DC 20009 13-6223604 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Furman University
Department of Political Science
3300 Poinsett Highway
Greenville. SC 29613-1000 57-0314395 501(c)(3) $30.000 00 NIA Cash NIA for the Tocqueville program
Future of Freedom Foundation
11350 Random Hills Road. Suite 600
Fairfax, VA 22030 74-2543375 501(c)(3) $500 00 NIA Cash NIA for general operations
Galliot Center-Camegie Mellon Univ
Tepper School of Business 5000 Forbes
Avenue
Pittsburgh. PA 15213-3890 25-0969449 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Georgetown University
Tocqueville Forum
3240 Prospect St NW, Third Floor
Washington. DC 20007 53-0196603 501(c)(3) $15.000 00 NIA Cash NIA Schall Award
Tocqueville Forum on Roots
ol American Democracy's
Georgetown University for the establishment of
Tocqueville Forum Doctoral Fellowship at The
3240 Prospect St NW. Third Floor Tocqueville Forum at
501(c)(3) $25,000 00 NIA Cash NIA Georgetown University
Washington, DC 20007 53-0196603
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 24
i, Grants to Organizations and indviduals in the U.S
Part Ii, Grants to Organizations and Governments in the U.S.
la) (C) id) (6) (fl (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Georgetown University for the establishment of a
Tocqueville Forum Higher Post-Doctoral
3240 Prospect St NW, Third Floor Fellowship at The Tocqueville
Washington, DC 20007 53-0196603 501(c)(3) $40,000 00 NIA Cash NIA Forum
Gilder Lehman Institute
19 West-14th Street, Suite 500
New York, NY 10036 13-3795391 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Give2Asia
PO Box 193223
San Francisco, CA 94119-3223 94-3373670 501(c)(3) $500 00 NIA Cash NIA
for performing Due Diligence
Test of Borneo Child Aid
Give2Asla
PO Box 193223
San Francisco, CA 94119-3223 94-3373670 501(c)(3) $5,350 00 NIA Cash NIA for Borneo Child Ald Socie
GMU Foundation (Law Econ Center)
3301 Fairfax Dnve for a conference and book on
Arlington, VA 22201 5446503842 501(c)(3) $0 00 NIA Cash NIA The American Illness
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Dnve
Arlington, VA 22201 544603842 501 $5,000 00 NIA Cash NIA for general operations
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Drive for honorarla for publication of
Arlington, VA 22201 54-1503842 501(c)(3) $75,000 00 NIA Cash NIA a book
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Dnve
Arlington, VA 22201 54-1603842 501(c)(3) $140,000 00 NIA Cash NIA for general operations
GMU Foundation (Law 8. Econ Center)
3301 Fairfax Drive for the Law and Economics
Arlington, VA 22201 54-1603842 501(c)(3) $300,000 00 NIA Cash NIA Center
Goldwater institute
500 E Coronado Road
Phoenix, AZ 85004 86-0597661 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Graduate Center Foundation, Inc. (CUNY)
365 Fifth Avenue, Room 8204 to support Robert
New York, NY 10016-4309 13-3219419 501(c)(3) $5,000 00 NIA Cash NIA Friedhoffefs work
Grand Rapids Ballet Company
341 Ellsworth SW
Grand Rapids, MI 49503 38-2026127
501(c)(3) $500 00 MIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and Indviduals in the U.S.
Part II, Grants to Organizations and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Grassroot Institute of Hawaii
1314 S King Street, #1163
Honolulu, HI 96814
99-0354937
501(c)(3)
$350 00
NIA
Cash
NIA
for the Youth program
Grassroot Institute of Hawaii
1314 S King Street. #1163
99-0354937
501
$1,000 00
NIA
Cash
NIA
for radio spots,
25
Honolulu. HI 96814
Grassroot Institute of Hawaii
1314 S King Street, #1163
Honolulu, HI 96614
99-0354937
501(c)(3)
$2,000 00
NIA
Cash
NIA
for matching and Doug
Bandow honorarium
Grassroot Institute of Hawaii
1314 S King Street. #1163
Honolulu. HI 96814
9943354937
501(c)(3)
55,000 00
NIA
Cash
NIA
Akaka Bill Education
Grassroot Institute of Hawaii
1314 S King Street. #1163
Honolulu, HI 96814
99-0354937
501(c)(3)
$15,093 52
Cash
NIA
Ior Akaka Education
Gun Owners Foundation
8001 Forbes Place, Suite 102
52-1297360
501(c)(3)
$100 00
MA
Cash
NIA
for general operations
Springeld, VA 22151
Gun Owners Foundation
8001 Forbes Place, Suite 102
52-1297360
5o1(c)(3)_
$1,000 00
MA
Cash
NIA
for general operations
VA 22151
Haitian Health Foundation
97 Sherman Street
Norwich. CT 06360
06-1135999
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Harnson Medical Center Foundation
2520 Cherry Avenue
91-1197626
501(c)(3)
$100 00
MIA
Cash
NIA
for general operations
Bremeiton, WA 98310
Harvard University
Knafel Building - Harvard University
1737 Street
53-0199180
501(c)(3)
$25,000 00
NIA
Cash
NIA
to establish Post-Doctoral
Fellowship In Constitutional
Government
Cambige, MA 02138
Harvard University
Knafel Building - Harvard University
1737 Cambridge Street
53-0199180
501(c)(3)
$25,000 00
NM
Cash
NIA
for the Program on
Constitutional Government
under Prof Harvey Manseld
Cambridge, MA 02138
Heartland Institute
19 South Lasalle Street, Suite 903
Chicago, IL 60603-4111
36-3309812
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I. Grants to Organizations and lndviduals in the U.S
la)
Name and Address of
Organization or
Government
(bl
EIN
Part II, Grants to Organizations and Governments in the U.S.
(C)
IRC
Section if
Applicable
id)
Amount of
Cash Grant
(6)
Amount of
Non-Cash
Assistance
if)
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
lh)
Purpose of
Grant or
Assistance
Heartland Institute
19 South Lasalle Street. Suite 903
Chicago. IL 60603-4111
36-3309812
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Heartland Institute
19 South LaSalle Street. Suite 903
Chicago. IL 60603-4111
36-3309312
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$100 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$200 00
MIA
Cash
NIA
for the resource bank
Heritage Foundation
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-T327730
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Hentage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue, NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
l
l
Heritage Foundation
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327
l. Grants to Organizations and Indviduals in the U S.
Part ll, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(C)
IRC
Section if
Applicable
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
27
Heritage Foundation
Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
501
55.000 00
NIA
Cash
NIA
for general operations
Heritage Foundation
Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Heritage Foundatron
Massachusetts Avenue. NE
Washington. DC 20002-4999
23-7327730
$10,000 00
NIA
Cash
NIA
for general operations
Hentage Foundauon
214 Massachusetts Avenue. NE
Washington, DC 20002-4999
23-7327730
5(m9(3)
$10,000 00
NIA
Cash
NIA
for general operations
Hillsdale College
33 East College
Hillsdale. Ml 49242
33-1374230
$250 00
NIA
Cash
NIA
for general operations
Hillsdale College
33 East College
Hillsdale. MI 49242
38-1374230
5019(3)
$500 00
NIA
Cash
NIA
for general operations
Hillsdale College
33 East College
llsdale. Ml 49242
33-1374230
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
llsdale College
33 East College
Hillsdale. Ml 49242
3843741230
501
$1.000 00
NIA
Cash
NIA
for general operatlons
Hillsdale College
33 East College
llsdale. Ml 49242
38-1 374230
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Hillsdale College
33 East College
Hillsdale. Ml 49242
38-1374230
$1.000 00
NIA
Cash
NIA
for general operatlons
Hillsdale College
33 East College
Hillsdale. MI 49242
38-1374230
501(9(3)
$2.000 00
NIA
Cash
NIA
for the Seattle Conference
Hillsdale College
33 East College
Hillsdale. Ml 49242
38-1374230
501(c)(3)
00
NIA
Cash
NIA
(or general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U 8.
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
ld)
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
28'
Hope tor the Warnors
PMB 48
1335 Suite E. Western
Jacksonville, NC 28546
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
School
PO Box 800
Lakeville. CT 06039
06-0647018
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Howard Center
934 North Main Street
Rockford, IL 61103
544788267
501
$25.000 00
NIA
Cash
NIA
for Center's website and
technology systems
Hudson Institute
1015 15th Street, NW, Floor
Washington. DC 20005
13-1945157
501(c)(3)
52.000 00
NIA
Cash
NIA
for general operations
Hudson Institute
1015 15th Street, NW, Sixth Floor
Washington, DC 20005
13-1945157
501(c)(3)
$10,000 00
NIA
Cash
NIA
to support Martin Woosters
projects
Human Rights Foundation
Attn Sarah Wassennan
350 East 5th Avenue, Suite 4515
New York, NY 10118
20-2669700
501(c)(3)
$3.500 00
NIA
Cash
NIA
for general operations
Hunter College Foundation, Inc
695 Park Ave
New York, NY 10065
13-3590671
501(c)(3)
$5,000 00
NIA
Cash
NIA
for the Men's Varsity Tennis
Program
IFES, Inc
1101 15th Street, Suite 300
Washington. DC 20005
52-1527835
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
Illinois Policy Institute
190 South Lasalte St . Ste 1630
Chicago, IL 60603
41-2057028
501(c)(3)
$7,500 00
NIA
Cash
NIA
for general operations
Illinois Policy Institute
190 South LaSa||e St.. Ste 1630
Chicago, IL 60603
412057028
501(c)(3)
57.500 00
NIA
Cash
NIA
for general operations
Illinois Policy Institute
190 South LaSaI|e St., Ste 1630
Chicago. IL 60603
41 -2057028
501(c)(3)
$49,500 00
NIA
Cash
NIA
for general operations
Illinois Policy Institute
190 South LaSal|e St Ste 1630
Chicago, IL 60603
41 -2057028
501
349.500 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 29
I, Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
(6) If) (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Immigration Reform Law Institute
25 Massachusetts Ave. NW. Suite 335
Washington, DC 20001 52-1469956 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Independence Institute
13952 Denver West Parkway, Suite 400
Golden. CO 80401-3134 B4-0990300 501 $1,000 00 NIA Cash NIA for general operations
Independent Institute
0 Swan Way
Oakland. CA 94621-1428 94-3008370 501(c)(3) $500 00 NIA Cash NIA for general operations
Independent Institute
100 Swan Way
Oakland, CA 94621-1428 94-3008370 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Independent Women's Forum
4400 Jenifer Street. NW. Ste 240
Washington, DC 20015 54-1670627 501(c)(3) $250 00 NIA Cash NIA for general operations
Independent Women's Forum
4400 Jenifer Street, NW, Ste . 240
Washington. DC 20015 54-1670627 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Independent Women's Forum
4400 Jenifer Street, NW. Ste . 240
Washington. DC 20015 54-1670627 501(c)(3) $7,000 00 NIA Cash NIA for general operations
for the Tocqueville program
Indiana University Foundation
supervised by Aurelian
509 E Third Street
Bloomington. IN 47401 35-6018940 501(c)(3) $25,000 00 NIA Cash NIA Craiatu
Innovative Media, Inc (ZENIT)
PO Box 467703
Atlanta. GA 31146 22-3537621 501(c)(3) $500 00 NIA Cash NIA for general operations
Institute for American Values
1841 Broadway. Suite 211
New York. NY 10023 13-3400377 501(c)(3) $47,762 73 NIA Cash NIA for general operations
Institute for Amencan Values
1841 Broadway. Suite 211
New York. NY 10023 13-3400377 501(c)(3) $55,000 00 NIA Cash NIA for Claire Guadlanrs book
Institute for Economic Empowerment of
Women
2709 W. I-44 Service Road
Oklahoma City. OK 73112 20-45-1141?
501(c)(3) $10,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Opgjnizations and Governments in the U.S.
(al
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section it
Applicable
(dl
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book. FMV,
appraisal.
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
30
Institute for Economic Empowerment of
Women
2709 W I-44 Service Road
Oklahoma City. OK 73112
20-4541417
$22,000 00
NIA
Cash
NIA
for general operations
Institute for Economic Empowerment of
Women
2709 W 1-44 Service Road
Oklahoma Cim0K 73112
20-4541417
501(c)(3)
$-13.000 00
NIA
Cash
NIA
for general operations
institute for Economic Empowerment of
Women
Department of History. Bentley Annex 415
Athens. OH 45701-2979
20-4541417
501 (CXQL
515.000 00
NIA
Cash
NIA
for general operations
institute for Energy Research
1100 H Street NW. Suite 400
Washington. DC 20005
76-0149778
501(c)(3)
$350,000 00
NIA
Cash
NIA
for general operations
Institute for Health Freedom
1875 Street. NW. Ste 500
Washington, DC 20006
52-1983254
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington. VA 22201-4432
94-1623652
501(c)(3)
$100 00
NIA
Cash
NIA
for general operations
institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington. VA 22201-4432
94-1623652
501(c)(3)
$100 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3301 North Fairfax Drive. Suite 440
Arlington, VA 22201-4432
94-1623852
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington. VA 22201-4432
94-1623852
501(c)(3)
$400 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington. VA 22201-4432
94-1623852
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
institute for Humane Studies
3301 North Fairfax Drive. Suite 440
Arlington. VA 22201-4432
94-1623852
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington. VA 22201-4432
94-1623852
501(c)(3)
$1.000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2C 10
PAGE
Donors Trust, inc 52-2166327 31
I, Grants to Organizations and lndviduals in the U S
Part II, Grants to Organizations and Governments in the U.S.
la) lb) (0) (di If) (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington. VA 22201-4432 944623852 501 (c)(3L $5,000 00 NIA Cash NIA for general operations
Institute for Humane Studies
3301 North Fairfax Dnve, Suite 440
Arlington, VA 22201-4432 94-1623852 501jc)(3) $5,000 00 NIA Cash NIA for general operations
institute for Humane Studies
3301 North Fairfax Drive, Suite 440
Aitirgton, VA 22201 -4432 944623352 50ljc)(3) $7,000 00 NIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road. Suite 900 for annual fund for the current
Arliggton. VA 22203 52474433? 501(c)(3) $100 00 NIA Cash NIA year
Institute for Justice
901 N Glebe Road. Suite 900
Arlington, VA 22203 52474433! 501(c)(3)_ $100 00 NIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road, Suite 900
Arlington, VA 22203 52474433? 501(c)(3) $250 00 MIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road, Suite 900
AFIIFLQIOH, VA 22203 52-1744337 501Jc)(3) $500 00 NIA Cash NIA for general operations
institute for Justice
901 N Glebe Road. Suite 900
Arlington. VA 22203 52-1744337 501Jc)(3) $1,000 00 NIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road. Suite 900
VA 22203 52-1744337 $1,000 00 NIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road, Suite 900
Arlmton, VA 22203 52-17-4433? 501(c)(3)_ $1.200 00 NIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road, Suite 900
Arlgton, VA 22203 52-1744337 501(c)(I1 $2,000 00 NIA Cash for general gperations
Institute for Justice
901 N. Glebe Road. Suite 900
Arlington, VA 22203 52-1744337 $5,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2C10
PAGE
Donors Trust, Inc. 52-2166327 32
I, Grants to Organizations and lndviduals in the U.S
Part II, Grants to Organizations and Governments In the U.S.
Ia) lb) (6) Id) Ie) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Institute for Justice
901 N. Glebe Road, Suite 900
Arlington, VA 22203 52-1744337 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Institute for Justice
901 N Glebe Road, Suite 900
Arlington. VA 22203 52-1744337 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Institute for Justice
01 N Glebe Road, Suite 900
Aitington, VA 22203 52-1744337 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Institute for the Study of War Inc.
1400 16th Street N W, Suite 515
Washington, DC 20036 26-0273675 501(c)(3) $346,500 00 NIA Cash NIA for general operations
Institute of Wortd Politics
21 16th Street, NW
Washington, DC 20036 52-1699641 501(c)(3) $2.500 00 NIA Cash NIA for general operations
Institute of World Politics
1521 16th Street, NW
Washington. DC 20036 52-1699641 501(c)(3) $2,500 00 NIA Cash NIA for general operations
Institute at World Politics
21 16th Street, NW
Washington, DC 20036 52-1699641 501(c)(3) $2,500 00 NIA Cash NIA tor general operations
stitute of World Politics
1521 16th Street, NW
Washington, DC 20036 52-1699641 501(c)(3) $2,500 00 NIA Cash NIA for general operations
Institute of World Politics
1521 16th Street, NW for the Iranian Freedom
Washington. DC 20036 52-16996-41 501(c)(3) $25,000 00 NIA Cash NIA Project
Institute of World Politics
1521 16th Street, NW
Washington, DC 20036 52-1699641 501(c)(3) $30,000 00 NIA Cash NIA for Iranian Freedom Project
Intercollegiate Studies Institute
3901 Centeniille Road
Wilmington, DE 19087-1936 23-6050131 501(c)(3) $100 00 NIA Cash NIA for general operations
Intercollegiate Studies Institute
3901 Centerville Road
Wilmington. DE 19087-1938 23-6050131 501(c)(3) $1,000.00 NIA Cash NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 33
I, Grants to Organizations and Indviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
la) lb) (6) Id) (9) If) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
lntemational Policy Network US. inc
214 Massachusetts Avenue. NE
Washington, DC 20002 52-2363626 501(c)(3) $1.000 00 NIA Cash NIA for general operations
international Policy Network US. Inc
214 Massachusetts Avenue. NE
Washington. DC 20002 52-2363626 501(c)(3) $5,000 00 NIA Cash NIA for general operations
International Policy Network US. Inc
214 Massachusetts Avenue. NE for the Mont Pelerin Society
Washington. DC 20002 52-2363626 501(c)(3) $7,500 00 NIA Cash NIA meeting in 2011
International Society for Individual Liberty
835 West Wamer Road #101-517
Gilbert. AZ 85233 54-1512492 501(c)(3) $100 00 NIA Cash NIA for general operations
Investigative Protect on Terrorism
5505 Connecticut Avenue. NW. #341 for special investigations and
Washington. DC 20015 13-4331855 501(c)(3) $5.000 00 NIA Cash NIA reports
IONA Senior Services
4125 Albemarle St. NW for annual fund for the current
Washington. DC 20016-2105 524039553 501 $300.00 NIA Cash NIA year
Rover. Inc
PO Box 46
Notre Dame. IN 46556 20-2629921 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Jacob A Riis Neighborhood Settlement
10-25 41st Avenue
Long Island City. NY 11101 11-1729398 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Jacob Burns Film Center, Inc
405 Manville Road
Pleasantville. NY 10570-2117 13-4038441 501(c)(3) $3,000 00 NIA Cash NIA for general operations
James Madison Institute for Public Policy
PO Box 37460
Tallahassee. FL 32315-7460 59-2811908 501(c)(3) $500 00 NIA Cash NIA for general operations
James Madison institute for Public Policy
PO Box 37460
Tallahassee. FL 32315-7460 59-2611908 501(c)(3) $1,000 00 NIA Cash NIA for general operations
John Adams Center for educational purposes to be
do Brigham Young University. 750 SWKT conducted by the John Adams
Provo. UT 84602 27-0151485 501(c)(3) $18.000 00 NIA Cash NIA Center
Schedule I (Form 990 or 990-E2) 2010
PAGE
Donors Trust, Inc 52-2166327 34
I, Grants to Organizations and Indviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
la) (C) (9) (fl (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
John W Pope Civitas institute
100 S Harrington Street
Raleigh. NC 27603 20-2454741 501(c)(3) $9,915 49 NIA Cash NIA for general operations
Judicial Watch
425 Third St . SW. Suite 800
Washington. DC 20024 52-1865088 501(c)(3) $2.000 00 NIA Cash NIA for general operations
Kalamazoo College
1200 Academy Street for annual fund for the current
Kalamazoo. MI 49006 38-1353014 501(c)(3) $100 00 NIA Cash NIA year
Kalamazoo Community Foundation
151 South Rose Street. Suite 332 for annual fund for the current
Kalamazoo. MI 49007-4775 33-3333202 501(c)(3) $100 00 NIA Cash NIA year
Kansas Policy Institute
250 N Water St. #216
Vichita. KS 67202-1215 23-7047821 501(c)(3) $15,000 00 NIA Cash NIA tor the state tax project
Kansas Policy Institute
250 N Waterst . #216
Wichita. KS 67202-1215 23-7047821 501(c)(3) $15,000 00 NIA Cash NIA for the state tax protect
Keren Yehoshua v'Yisroel Foundation to support Binyamin L
1022 East 10th Street Joikovsky. Editor-in-Chlet of
Brooklyn, NY 11230 22-3209160 501(c)(3) $10,000 00 NIA Cash NIA the "Jewish World Review"
Kucetekela Foundation
PO Box 1097
independence, MO 64051-0597 20-4982719 501(c)(3) $5.000 00 NIA Cash NIA for student scholarships
Lake Forest College
555 N Sheridan Road
Lake Forest. IL 60045 36-2167770 501(c)(3) $4,000 00 NIA Cash NIA for general operations
Lakeside School
14050 1st Ave NE
Seattle. WA 98125 91-0564971 501(c)(3) $100 00 NIA Cash NIA for general operations
Lakeside School
14050 1st Ave. NE
Seattle. WA 98125 91-0564971 501(c)(3) $150 00 NIA Cash NIA for the Annual Fund
Landmark Legal Foundation
19415 Deereld Ave Suite 312
Leesburg. VA 20176 51-0203802 501(c)(3) $250 00 NIA Cash NIA tor general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
Id)
Amount of
Cash Grant
(9)
Amount of
Non-Cash
Assistance
If)
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
35
Purpose of
Grant or
Assistance
Landmark Legal Foundation
19415 Deerfleld Ave . Suite 312
Leesburg, VA 20176
51 -0203802
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Landmark Legal Foundation
19415 Deerlield Ave., Suite 312
Leesburg, VA 20176
51 -0203802
501(c)(3)
340.000 00
NIA
Cash
NIA
for general operations
Language of Liberty Institute
7801 N 44th Dr
#1010
Glenda|e.AZ 85301
20-3069296
501(c)(3)
$500 00
NIA
Cash
NIA
for general opertations
Last Hope, Inc
PO Box 114
MN 55024
41-1 520097
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Leadership Institute
1101 North Highland Street
51-0235174
501(c)(3)
$100 00
NIA
Cash
NIA
for annual fund for the current
year
Arlington, VA 22201
Leadership Institute
1101 North Highland Street
51-0235174
501(c)(3)
$500 00
NIA
Cash
NIA
for general operations
Arlington, VA 22201
Leadership Institute
1101 North Highland Street
51 -02351 74
501(c)(3)
$1,000 00
NIA
Cash
NIA
for the $1 Million Challenge
Grant
Arlington, VA 22201
Leadership Institute
1101 North Street
51-0235174
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
VA 22201
Leadership Institute
1101 North Highland Street
51-0235174
501(c)(3)
$2.000 00
NIA
Cash
NIA
for general operations
Arlington, VA 22201
Liberty Foundation
PO Box 20527
Reno, NV 89515
94-3112415
501(c)(3)
$100 00
NIA
Cash
NIA
for general operations
Liberty Leaming Center
2005 Avenue T
Lubbock, TX 79411
41 2243203
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Lowcountry Open Land Trust
80 Alexander St
Charleston, SC 29403
57-0809313
501(c)(3)
$100 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments In the U.S.
la)
Name and Address of
Organization or
Government
(bl
EIN
ic)
IRC
Section if
Applicable
id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
if)
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
lh)
Purpose of
Grant or
Assistance
Ludwig Von Mlses Institute
518 West Magnolia Avenue
Auburn. AL 36832
52-1263436
501(c)(3)
$2,500 00
NIA
Cash
NIA
for general operations
Maclver Institute
44 East Mifliln Street. Suite 201
Madison, WI 53703
501(c)(3)
$5.000 00
NIA
Cash
NIA
for the healthcare proposal
Mackinac Center for Public Policy
140 West Main Street. PO Box 558
Midland. MI 48640-0568
38-2701547
501(c)(3)
51.000 00
NIA
Cash
NIA
for general operations
Maine Heritage Policy Center
PO Box 7329
Portland. ME 04112
22-3888250
501(c)(3)
57.500 00
NIA
Cash
NIA
for healthcare policy research
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$3.000 00
NIA
Cash
NIA
for general operations
Manhattan institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
1 3-2912529
501(c)(3)
35.000 00
NIA
Cash
NIA
for the 20th anniversary
celebration of City Journal
Manhattan Institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Manhattan institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$13,000 00
NIA
Cash
NIA
for research and speakers
programs
Manhattan institute for Policy Research
52 Vanderbilt Avenue
New York. NY 10017
13-2912529
501(c)(3)
$50,000 00
NIA
Cash
NIA
for general operations
Marijuana Poltcy Project Foundation
236 Massachusetts Ave NE, Suite 400
DC 20002
52-197521 1
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Marijuana Policy Project Foundation
236 Massachusetts Ave NE. Suite 400
Washington. DC 20002
52-197521 1
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2165327 .
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la) lb) (cl id) ie) if) (9) (11)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Maniuana Policy Project Foundation
236 Massachusetts Ave NE. Suite 400
Washington. DC 20002 52-1975211 501 $25,000 00 NIA Cash NIA for general operations
Massachusetts General Hospital - AIDS
Research Center
University Park. 65 Landsdowne St. Rm 419 to support Martin S Hirsch-
MA 02139 04-1564655 501(c)(3) 55.000 00 NIA Cash NIA MD
Media Research Center
325 S. Patrick Street
Alexandria. VA 22314 54-1429009 501(c)(3) $500 00 NIA Cash NIA for general operations
Media Research Center
325 S Patrick Street
Alexandria. VA 22314 54-1429009 501(c)(3) 31.000 00 NIA Cash NIA for general operations
Media Research Center
325 S Patnck Street
Alexandna. VA 22314 54-1429009 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Media Research Center
325 S Patrick Street
Alexandria. VA 22314 54-1429009 501(c)(3) $1,000 00 NIA Cash NIA for gierai operations
Media Research Center
325 5 Patrick Street
Alexandna. VA 22314 54-1429009 501(c)(3) $5,000 00 NIA Cash NIA for the challenge grant
Media Research Center
325 8 Patrick Street
Alexandria. VA 22314 544429009 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Memonal Foundation of the Germanna
Colonies in Virginia. Inc.
P O Box 279 for publishing Germanna
Locust Grove. VA 22508 54-6048585 501(c)(3) $500 00 NIA Cash NIA Record 19
Memonal Foundation of the Germanna
Colonies in Wrginia. inc
P 0 Box 279
Locust Grove, VA 22508 5445048585 501(c)(3) $2,000 00 NIA Cash NIA for general operations
Memonal Sloan-Kettering Cancer Center
633 Third Avenue
Development Department. 28th Floor
New York, NY 10017 13-1924236 501(c)(3) $1,000 00 NIA Cash NIA for nggeloid leukemia research
Mercatus Center. GMU
3301 North Fairfax Drive
Arlington. VA 22201-4433 54-1436224 501(c)(3) $200 00 NIA Cash NIA for general operations
Schedule 1 (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc. 52-2166327 I ~55
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(bi (6) id) if) (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Mercatus Center, GMU
3301 North Fairfax Drive
Arh_ngton. VA 222014433 544436224 501(c)(3) $1,000 on NIA Cash NIA for general gperations
Mercatus Center. GMU
3301 North Fairfax Drive
Arlington, VA 22201-4433 54-1436224 501(c)(3) $1.000 00 NIA Cash NIA for general operations
Mercatus Center. GMU
3301 North Fairfax Drive
Arlington, VA 22201-4433 54-1436224 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Mercatus Center. GMU
3301 North Fairfax Dnve
Arlington, VA 22201-4433 54-1436224 501(c)(3) $10,000 00 NIA Cash NIA for general expenses
Mercatus Center, GMU
3301 North Fairfax Dnve
Arlington, VA 22201-4433 54-1436224 501(c)(3) $18,000 00
for the Economics Education
NIA Cash NIA Video project
Mercatus Center, GMU
3301 North Fairfax Dnve to support the work of Don
Arlington, VA 22201-4433 54-1436224 501(c)(3) $20,000 00 NIA Cash NIA Boudreaux and Lawson Bader
Mercatus Center, GMU
3301 North Fairfax Drive
Agton, VA 22201-4433 54-1436224 501(c)(3) $30,000 00 NIA Cash NIA for the State Budget initiative
Mercatus Center, GMU
3301 North Fairfax Drive
Arlington, VA 22201-4433 54-1436224 501(c1() $50,000 00 NIA Cash NIA
for spending and budget
initiative
Mercatus Center. GMU
3301 North Fairfax Drive for state-based economic
Arlington, vn 22201-4433 54-1436224 501(c)(3) $100,000 on NIA Cash NIA education
Mercatus Center. GMU
3301 North Fairfax Dnve for the Government Budget
Ariyton, VA 22201-4433 54-1436224 501(c)(3) $150,000 00 NIA Cash NIA and Spending Initiative
Mercatus Center, GMU
3301 Nonh Fairfax Dnve
Ariington, VA 22201-4433 544436224 501(c)(3) $150,000.00 NIA Cash NIA for general operations
Mercatus Center, GMU
3301 North Fairfax Drive for the Spending and Budget
Arlington, VA 22201-4433 54-1436224 501(g1() $162,000 00 NIA Cash NIA initiative project
Schedule i (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. inc 52-2166327 ~35
I, Grants to Organizations and lndviduals in the U.S.
Part II. Grants to Organizations and Governments in the U.S.
(bi (cl id) lei (fl (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
Mercatus Center. GMU
3301 North Fairfax Drive
Arlington. VA 22201-4433 54-1436224 549(3) $220,000 00 NIA Cash NIA for the State Budget Initiative
Methodist Heaithcare Foundation
1211 union Aue_ ste 733 to establish the Epidemic of
Memphis. TN 38104-6619 23-7320638 $25,000 oo NIA Cash mp. Health
Methodist Home of DC
4901 connecucut Avenue for annual fund for the current
Washington. DC 20028-2623 53-0207036 501(c)(3) $200 00 NIA Cash NIA year
Michigan Masonic Charitable Foundation
1200 Avenue
Alma. MI 43301-9911 36-3266089 5011913) on NIA Cash NIA forgeneral operations
Middle East Forum
1500 Walnut Street. Ste 1050
Philadelphia. PA 19102 23-7749796 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Milton and Rose D Friedman Foundation
One Amencan Square. Suite 1750. Box 82078
Indianapolis. IN 46282-0004 35-1978359 $7.500 00 Cash NIA fogeneral orgijations
Milton and Rose D Fnedman Foundation
One American Square. Suite 1750. Box 82078
Indianapolis. IN 46282-0004 35-1978359 501(c)(3) $10,000 00 NIA Cash NIA for general operations
Minneapolis College of Art and Design
2501 Stevens Ave S
Minneapolis. MN 55404 41-1607453 501(c)(3) $100 00 NIA Cash NIA for general operations
Minnesota Famtly Institute
2855 Anthony Lane. South. #150
Minneapolis. MN 55418 4144391560 501(c)(3) 345.000 00 NIA Cash NIA for g_eneraI operations
MIT Chemical Engineenng Department
77 Massachusetts Ave for the benefit of the Benjamin
Cambridge. MA 02139 04-2103594 501(c)(3) $15,000 00 NIA Cash NIA Franklin Forum
Mont Peierln Society
PO Box 1097
independence. MO 64051-0597 56-6063090 501(c)(3) $3,000 00 NIA Cash NIA for g_enerai operations
Montana Policy institute
1627 W. Main Street. #354
Bozeman. MT 59715 20-2591461 501(c)(3) $50,000 00 NIA Cash NIA for capacity building proigcts
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327
1, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Oganizations and Governments in the U.S.
ta)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV.
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
4U
Purpose of
Grant or
Assistance
Montana State University Foundation
PO Box 172750
Bozeman, MT 59717-2750
81-6001649
5o1(c)Qi
$10,000 00
NIA
Cash
NIA
to help fund Jerry Johnson's
book on Yellowstone science
Montlort Academy
99 Valley Road
Katonah, NY 10536
1 34037507
$4,000 00
NIA
Cash
NIA
for general operations
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood. CO 80227
B40736725
5o1(c)(3i
$100 00
NIA
Cash
NIA
for general operations
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood. CO 80227
84-0736725
501(c))_
$1,000 00
NIA
Cash
NIA
for general operations
Mountain States Legal Foundation
2596 South Lewis Way
Lakewood. CO 80227
B4-0736725
501(c)m
$2,500 00
NIA
Cash
NIA
for general operations
MPT Foundation
11767 Mills
Mills, MD 21117
52-1224503
501(c)(3)
$100 00
Cash
NIA
for annual fund for the current
year
Mt Vemon Ladies Association
PO Box 110
Mount Vemon,VA 22121
54-0564701
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
Museum of Mathematics
PO Box 1097
independence. MO 64051-0597
27- 1 450809
501(c)iL
$5,000 00
NIA
Cash
NIA
for general operations
Musketawa Trail
Friends of the Musketawa Trail
PO Box 105
Ravenna. Ml 49451
501(Cl@
$250 00
NIA
Cash
NIA
for general operations
National Arbor Day Foundation
100 Arbor Avenue
Nebraska City. NE 68410
23-7169265
501 (cm
$100 00
NIA
Cash
NIA
for general operations
National Center for Policy Analysis
12770 Cort Road. Suite 800
Dallas, TX 75251-1339
75-1804932
501(c)(3)
$5,000 00
NIA
Cash
NIA
for general operations
National Center for Public Policy Research, Inc
501 Capitol Court, NE, Suite 200
Washington, DC 20002
52-1226614
501(c)(3)
$5,000 00
NIA
Cash
NIA
for Jeff Stier's work
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trug Inc 52-2166327 .
I. Grants to Organizations and lndviduals in the U S.
Part II. Grants to Organizations and Governments in the U.S.
(el (fl (9) ll)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Government Applicable Assistance apprais)al. Assistance Assistance
other
National Center for Public Policy Research. Inc
501 Capitol Court. NE. Suite 200
Washington. no 20002 52-1226614 501(c)(3) $7.500 00 NIA Cash NM e"
National Dance Institute
594 Broadway. Room 805
New York. NY 10012 13-2390779 501(c)(3) 315.000 00 NIA Cash NIA for 9 program at Hunter
National Legal 8. Policy Center
107 Park Washington Court
Falls Church. VA 22046 52-1750103 501(c)(3L 51.250 00 NIA Cash NIA foraeneral operations
National Legal 8- Policy Center
107 Park Washington Court
Falls Church. VA 22043 52-1750100 501(c)(3) 51.250 00 NIA Cash NIA fr_aener9l Pe'al'"5
National Legal 8. Policy Center
107 Park Washington Coun
Falls Church. VA 22046 5247501013 501(c)(3L $1.250 00 NIA Cash NIA for general operations
National Legal 8. Policy Center
107 Park Washington Court
Falls Church. VA 22046 524750183 501(c)(3) $1.250 00 NIA Cash NIA fogqeneral PBTal|0n5
National Legal 8 Policy Center
107 Park Washington Court
Falls Church. VA 22046 524750188 501(c)(3) $3.000 00 NIA Cash NIA for general operations
National Minority Quality Forum
1200 New Hampshire Avenue. N W Ste 575
Washington. DC 20036 31-1750942 501(c)(3) 5300.000 00 Cash NIA for general operations
National Review Institute
233 Avenue. SE
Washington. DC 20003 13-3649537 501(c)(3) $500 00 NIA cash NIA for Qeneral 0PeFa1'"5
National Review institute
233 Avenue. SE
Washington. DC 20003 13-3649537 501(c)(3) $500 00 NIA Cash NIA for general operations
National Right to Work Foundation
3001 Braddock Road_ 5:3 500 for annual fund for the current
Spilgqfield. VA 22151-2125 59-1508025 501(c)(3)_ $100 00 NIA Cash NIA year
National to Work Foundation
8001 Braddock Road. Ste 500
Springeld. VA 22151-2125 59-1588825 501(c)(3) $500 00 NIA Cash NIA l'oLqeneral oLeratlons
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trug inc. 52-2166327 4--
I. Grants to Organizations and lndviduals in the U S.
Part II, Grants to Organizations and Governments in the U.S.
lb) (6) (di lei (fl is) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
National Right to Work Foundation
8001 Braddock Road, Ste 500
Springeld. VA 22151-2125 59-1583325 50jg)(3) $2,500 00 NIA Cash NIA for general operations
National Right to Work Foundation
8001 Braddock Road. Ste 500
VA 22151-2125 59-1588825 501(c)(3) $15.000 00 NIA Cash NIA for general operations
National Taxpayers Union Foundation
108 North Alfred Street
Alexandria, VA 22314-3032 52-1122683 5o1(g(3) $100 00 NIA Cash NIA for general operations
National Taxpayers Union Foundation
108 North Alfred Street
Alexandria. VA 22314-3032 52-1122883 501(c)(3) $2,500 00 NIA Cash NIA for general operations
National Urban Squash and Education
Association
795 Columbus Avenue
Roxbury Crossing, MA 02120 20-4597358 5o1(g)(3) $7,500 00 NIA Cash NIA for general operations
Nature Chapter
Po Box 1162 for Saugatuck River
Weston, CT 06883 53-0242652 501(c)(3) $5,000 00 NIA Cash NIA Watershed Program
Network 20I20, inc.
8507th Avenue. Ste 1300
New York, NY 10019 34-1983612 501()(3) 34.000 00 NIA Cash NIA for general operations
Network for Teaching Entrepreneurship
120 Wall Street - 18th Floor
New York. NY 10005 13-3408731 5039(3) $47.000 00 NIA Cash NIA for general operations
New Life Ministnes
PO Box 1018
Laguna Beach. CA 92652-1018 75-2785010 501(c)(3) $5,000 00 NIA Cash NIA as a matching t campaign
New York Academy of Sciences
7 World Trade Center. 250 Greenwich St 40th
Fl
New York, NY 10007 134773640 501 $12,000 00 NIA Cash NIA tor geierai operations
New York Civil Rights Coalition
424 West 33rd Street. Suite 350
New York. NY 10001 13-3641470 $2,500 00 NIA Cash for general operations
New York Hlstoncal Society
170 Central Park West
New York, NY 10024 13-1624124 501@(3) $5,000 00 NIA Cash NIA for the Chairman's Council
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc. 52-2166327
l, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la)
Name and Address of
Organization or
Government
(bi
EIN
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
New York Historical Society
170 Central Park West
New York, NY 10024
13-1624124
501(c)(3)
$5,000 00
NIA
Cash
NIA
for the annual "History Makers
Gala" on October 6
New York Historical Society
170 Central Park West
New York, NY 10024
13-1624124
501(c)(3)
$10,000 00
NIA
Cash
NIA
for general operations
NFIB Legal Foundation
1201 F Street NW. Suite 200
Washington, DC 20004
62-1570449
501(c)(3)
$0 00
NIA
Cash
NIA
for general operations
NFIB Legal Foundation
1201 F Street NW, Suite 200
Washington, DC 20004
62- 1 570449
501(c)(3)
$100,000 00
MIA
Cash
NIA
for general operations
NFIB Legal Foundation
1201 F Street NW, Suite 200
Washington, DC 20004
62-1570449
501(c)(3)
$150,000 00
NIA
Cash
NIA
for general operations
NFIB Legal Foundation
1201 F Street NW. Suite 200
Washington. DC 20004
624570449
501(c)(3)
$150,000 00
NIA
Cash
NIA
for general operations
NFIB Legal Foundation
1201 F Street NW, Suite 200
Washington, DC 20004
62-1570449
501(c)(3)
$350,000 00
NIA
Cash
NIA
for general operations
NFIB Legal Foundation
1201 F Street NW, Suite 200
Washington. DC 20004
62-1570449
501(c)(3)
$400,000 00
NIA
Cash
NIA
for general operations
Northwood University
1114 W FM 1382
Cedar Hill, TX 75104
38-1624684
501(c)(3)
$15.000 00
NIA
Cash
NIA
for the university's Forum for
Citizenship and Enterprise
Ohio University Foundation
Department of History, Bentley Annex 415
Athens, OH 45701-2979
31-6402269
501(c)(3)
$7,500 00
NIA
Cash
NIA
for the benet of the George
Washington Forum
Order of St. John
1875 K St. NW. Suite 603
Washington, DC 20006-1251
13-6161455
501(c)(3)
$1,200 00
NIA
Cash
NIA
for general operations
Pacic Legal Foundation
3900 Lennane Drive, Suite 200
Sacramento, CA 95834
94-2197343
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327 fl4
I, Grants to Organizations and Indviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(bi (C) if) (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Pacic Legal Foundation
3900 Lennane Drive, Suite 200
Sacramento, CA 95634 94-2197343 501 $1,000 00 NIA Cash NIA for general operations
Pacic Research Institute for Public Policy
One Embarcadero Center, Suite 350
San Francisco, CA 94111 94-2523433 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Pacic Research Institute for Public Policy
One Embarcadero Center, Suite 350
San Francisco, CA 94111 94-2528433 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Pacic Research Institute tor Public Policy
One Embarcadero Center, Suite 350 for C0mmleE9
San Francisco, CA 94111 94-2528433 501(c)(3) $5,000 00 NIA Cash NIA Sponsor 2010
Pacic Research Institute for Public Policy
One Embarcadero Center, Suite 350
San Francisco, CA 94111 94-2528433 501(c)(3) $20,000 00 NIA Cash NIA for the Benjamin Rush Socie
for the organization's
Investigative Reporting
NIA Initiative
Pacic Research Institute for Public Policy
One Embarcadero Center, Suite 350
San Francisco. CA 94111 94-2528433 501(c)(3) $22,500 00 NIA Cash
Pacitlc Research Institute for Public Policy
One Embarcadero Center, Suite 350
San Francisco, CA 94111 94-2528433 501(c)(3) $40,000 00 NIA Cash NIA for the Benjamin Rush Society
Palmer R Chltester Fund
2002 Filmore Avenue, Suite 1
Erie. PA 16506-6913 52-1455677 501(c)(3) $250 00 NIA Cash NIA for general operations
Parents Television Council
707 Wilshire . Suite 2075
Los Angeles, CA 9001? 954819071 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Parents Television Council
707 Blvd.. Suite 2075
Los Angeles, CA 90017 954819071 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Patriot Cruise 8. Salute Inc
PO Box 1097
Independence, MO 64051-0597 26-4798173 501(c)(3) $1,000 00 NIA Cash NIA for general operations
Pediatric Brain Tumor Foundation for the 2011
302 Rldgeied Court Baltimorelwashington Ride
NC 28806 58-1966822 501(c)(3) $2,000 00 NIA Cash NIA for Kids event
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2165327 T 49
I. Grants to Organizations and lndviduals in the U.S.
Part ll, Grants to Organizations and Governments in the us.
la) lb) (6) id) (8) if) (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV, Non-Cash Grant or
Government Applicable Assistance appraisal. Assistance Assistance
other)
PERC
2048 Analysis Drive, Suite A
Bozeman. MT 59718 81-0393444 501(c)(3) $500 00 NIA Cash NIA for general operations
PERC
2048 Analysis Dnve. Suite A
Bozeman. MT 59718 81-0393444 501 $1,000 00 NIA Cash NIA for general operations
PERC
2048 Analysis Drive. Suite A
Bozeman. MT 59718 81-0393444 501(c)(3) $2,500 00 NIA Cash NIA for the research project
PERC
2048 Analysis Dnve. Suite A
Bozeman. MT 59718 81-0393444 501(c)(3) $2,500 00 NIA Cash NIA for general operations
PERC
2048 Analysis Dnve, Suite A
Bozeman. MT 59718 81-0393444 501(c)(3) $5,000 00 NIA Cash NIA for general operations
PERC
2048 Analysis Dnve, Suite A for the organization's PERC
Bozeman. MT 59718 81-0393444 501(c)(3) $10,000 00 NIA Cash NIA Reports education Issue
Pet Haven, Inc of MN
PO Box 19105
Minneapolis. MN 55419 41-6040860 501(c)(3) $250 00 NIA Cash NIA for general operations
Phelps Memorial Hospital
701 North Broadway
New York. NY 10591 13-1725076 501(c)(3) $5,000 00 NIA Cash NIA tor the Annual Fund
Philadelphia Society
11620 Rutan Circle
Jerome. MI 49249-9530 36-6151680 501(c)(3) $500 00 NIA Cash NIA tor the 2010 President's Club
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washington. DC 20036 13-2943020 501(c)(3) $100 00 NIA Cash NIA for general operations
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washington. DC 20036 13-2943020 501(c)(3)_ $1,000 00 NIA Cash NIA for general operations
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washington. DC 20036 13-2943020 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Tmst. Inc. 52-2166327 4
I. Grants to Organizations and Indviduais in the U.S.
Part II. Grants to Organizations and Governments in the U.S.
(6) id) (6) if) (9) (hi
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV. Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Philanthropy Roundtable
1730 M Street NW
Suite 601
Washgn. DC 20036 13-2943020 501 $7,000 00 NIA Cash NIA for general operations
Philanthropy Roundtable
1730 M Street NW
Suite 601
wastgton, DC 20036 13-2943020 501 $10,000 00 NIA Cash NIA for general operations
Pioneer institute for Public Policy Research
85 Street. 8th Floor
Boston, MA 02109-3501 22-2632031 501c)(3) 31.000 00 NIA Cash NIA in memoriam gift
Pioneer Institute for Public Policy Research
85 Devonshire Street. 8th Floor
Boston. MA 02109-3501 22-2632081 501Jc)(3) 53.000 00 NIA Cash NIA for general operations
Pioneer Institute for Public Policy Research
85 Devonshire Street. 8th Floor
Boston. MA 02109-3501 2226320B1 $5.000 00 NIA Cash NIA for general operations
Pontical North American College
PO Box 1097 for the 2010 Rector's Dinner
Independence. MO 64051-0597 53-8295500 51.700 00 NIA Cash NIA held April 15. 2010
Posse Foundation
111 West Jackson . #1900
Chicago. IL 60604 13-3840394 50c)(3) 51.000 00 NIA Cash NIA for general operations
President and Fellows of Harvard College
Knafel - Harvard University for Program on Education
1737 Cambridge Street Policy and Governance at
Cambge. MA 02138 04-2103580 $5.000 00 NIA Cash NIA Harvard University
Providence St \ncent Medical Foundation
9205 SW Barnes Road
Portland. OR 97225 93-0575982 501gc)(3) $100 00 NIA Cash NIA for general operations
Public Interest Institute
600 North Jackson Street
Mount Pleasant. IA 52641 42-1347192 501(c)(3) 37.500 00 NIA Cash NIA for healthcarejolicy research
Raab Foundation
PO Box 1244
Poulsbo. WA 98370 91-1446692 501ic)(3) $500 00 NIA Cash NIA for general operations
Rainbow Animal Rescue
PO Box 433
Prior Lake. MN 55372 41-1909365 501(c)(3) $250 00 NIA Cash for _general operations
Schedule i (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(8)
Name and Address of
Organization or
Government
(bl
EIN
(cl
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
lei
Amount of
Non-Cash
Assistance
if)
Method of
Valuation (book. F MV.
appraisal.
other)
4!
is)
Description of Purpose of
Non-Cash Grant or
Assistance Assistance
Randolph Boume Institute. Inc
1017 El Camino Real. #306
Redwood City. CA 94063
71 -0929026
501(c)(3)
$25,000 00
NIA
Cash
NIA for general operations
Randolph Bourne institute. Inc
1017 El Camino Real. #306
Redwood City, CA 94063
71-0929026
501(c)(3)
345.000 00
NIA
Cash
NIA for general operations
Reason Foundation
3415 South Sepulveda Boulevard. Ste 400
Los Angeles. CA 90034-6014
95-3298239
501(c)(3)
$100 00
NIA
Cash
NIA for general operations
Reason Foundation
3415 South Sepulveda Boulevard. Ste 400
Los Angeles. CA 90034-6014
95-3298239
501(c)(3)
$200 00
NIA
Cash
NIA for general operations
Reason Foundation
3415 South Sepulveda Boulevard. Ste 400
Los Angeles. CA 90034-6014
95-3298239
501(c)(3)
$250 00
NIA
Cash
NIA for general ggerations
Reason Foundation
3415 South Sepulveda Boulevard. Ste 400
Los Angeles. CA 90034-6014
95-3296239
501(c)(3)
$30,000 00
NIA
Cash
NIA for general operations
Rhodes College
Departmental Political Science
2000 N Parkway
Memphis. TN 38112
62-0476301
501(c)(3)
$25,000 00
NIA
Cash
for the Project for the Study of
Liberal Democracy under Prof
NIA Daniel Cullen
Rio Grande Foundation
PO Box 40336
Albuquerque. NM 67196
B5-0463446
501(c)(3)
$7.500 00
NIA
Cash
NIA for heallhcare policy research
Rockefeller University
1230 York Avenue
New York. NY 10021
13-1624156
501(c)(3)
$10,000 00
NIA
Cash
NIA for general operations i
Rockefeller University
1230 York Avenue
New York. NY 10021
13-1624158
501(c)(3)
$10,000 00
NIA
Cash
NIA for general gperations
Rockville Pregnancy Center 8. Medical Clinic
12730 Twinbrook Parkway. #200
Rockville. MD 20852-1748
52-1492325
501(c)(3)
$2.500 00
NIA
Cash
for undenivriting annual
NIA banquet
Ronald W Reagan Society of Eureka College
300 East College Avenue
Eureka. IL 61530-6407
37-0673484
501(c)(3)
51.000 00
NIA
Cash
NIA for the Reagan Society
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc. 52-2166327 . T5
I. Grants to Organizations and Indviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
to) ie) if) tel.
Name and Address of EIN Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Griant 0|
Government Applicable Assistance apt:1ais)al, Assistance Assistance
0 er
Rutgers University Foundation supp travel by Rutgers
PO Box 109-, Business School Prof and
Independence. MO 64051-0597 23-7313742 501(c)(3) $2,500 00 NIA Cash NIA student
Ryan Foundation establish Post-Doctoraic 1
B05 mower Road Fellowship at the Ryanh en er
Wayne. PA 19087 41-3169151 501(c)(3) $25.000 00 NIA Cash NIA under Dr Coleen Shee an
Salvation Army - Chicago Metropolitan
5040 N Pulaski Rd
Chicago, IL 60630 222406433 501(c)(3) $40,000 00 NIA Cash
for the 2009 Kroc Center
NIA commitment
Salvation Army - Massachusetts
147 Berkeley Street
Boston, MA 02467 22-2406433 501(c)(3) $5.000 00 NIA Cash NIA fogaeneral operations
Salvation Army World Service Oice-Haiti
Disaster Relief
P 0 Box 530728 for the organization 5 Haiti
Baltimore. MD 21263-0728 13-2923701 501(c)(3) $10,000 00 NIA Cash NIA earthquake relief 60005
Salvation Army
PO Box 14189
Cincinnati, OH 45250 22-2406433 501(c)(3) $750 00 NIA Cash NIA faenelal
Salvation Army-DC
po Box 259 for annual fund for the current
Aiexandna. DC 22313 22-2406433 501(c)(3) $100 00 NIA Cash NIA Yea
Salvation Army-DC
PO Box 269
Aiexaridna. 00 22313 22-2406433 501(c)(3) $500 00 Cash NIA iorjeneral Operations
Salvation Army-Midwest Division
5040 North Pulaski Road
Chicago. IL 60630-2788 22-2406433 501(c)(3)/ $40,000 00 NIA Cash NIA for general operations
Salvation Army-Roseville. MN
PO Box 131240
MN 55113 22-2406433 501(c)(3) $100 00 NIA Cash NIA fomene-ml operations
Salvation Army-Tucson
213 E Prince Road
Tucson. AZ 85705 22-2406433 501(c)(3) 51.000 00 NIA Cash NIA for general operations
Sam Adams Alliance
400 West Ene. Suite #407
Chicago. IL 60654-6912 20-5702227 501(c)(3) 51.000 00 Cash NM for steneral operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327
Part II. Grants to Organizations and
(at
Name and Address of
Organization or
Government
I. Grants to Organizations and lndviduals in the U.S.
Governments in the U.S.
(bi
EIN
(cl
IRC
Section if
Applicable
ld)
Amount of
Cash Grant
lei
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
43
(hi
Purpose of
Grant or
Assistance
Sam Adams Alliance
400 West Erie, Suite #407
20-5792227
501(c)(3)
$2.500 00
NIA
Cash
NIA
Sammies Awards Dinner
Chicago. IL 60654-6912
Sam Adams Alliance
400 West Erie. Suite #407
20-5792227
$150,000 00
NIA
Cash
NIA
for general operations
Chicago. IL 60654-6912
Sam Adams Alliance
400 West Ene. Suite #407
Chicago. IL 60654-6912
20-5792227
501 (egg)
5741.604 51
NIA
Cash
NIA
for general operations
SAMS
PO Box 399
PA 15003
501(c)()
$1.000 00
NIA
Cash
NIA
tor Colleen DybIe's work in
Peru
Sarasota Baptist Church
Lakewood Ranch Campus. 5600 Deer Dnve
Sarasota, FL 34240
501(c)()
$400 00
NIA
Cash
NIA
forgeneral operations
School Performance. Inc
4 Chelsea Place
Clifton Park. NY 12065
844668293
501 (egg)
$50,000 00
NIA
Cash
NIA
for general operations
School Performance. Inc
915 Broadway, Ste 110
Albany, NY 12207
844668293
350.000 00
NIA
Cash
NIA
ioLgeneral operations
Science Festival Foundation
230 West 41st Street. Ste 1600
New York. NY 10035
43-2095418
501113150
$5.000 00
NIA
Cash
NIA
for general operations
Science Festival Foundation
230 West 41st Street. Ste 1600
New York. NY 10036
43-209541 8
501(c)Q)
$15,000 00
NIA
Cash
NIA
for general operations
Shimer College
3424 S State Street
Chicago. IL 60616
36-2167921
5u1(c)(g)
$2,000 00
MA
Cash
NIA
to support the college's
visitors budget
Shimer College
3424 S State Street
Chicago. IL 60616
36-2167921
55.800 00
NIA
Cash
NIA
for general operations
Sibley Memorial Hospital Foundation
5255 Loughboro Road. NW
Washington. DC 20016
45-0562642
5o1(ci(g)
$10000
NIA
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc 52-2166327
I. Grants to Organizations and lndviduals in the U.S.
Part ti, Grants to CZ-rganizations and Governments in the U.S.
Name and Address of
Organization or
Government
EIN
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book. FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
Smithsonian Institution
Harvard-Smithsonian Center for Astrophysics
50 Garden Street
Cambridge. MA 02138-1516
53-0206027
501(c)(L
$50,000 00
NIA
Cash
NIA
for research under Dr Willie
Soon at the Harvard-
Smithsonlan Center for
Astrophysics
Smithsonian institution
PO Box 37012. MRC 035
Washington, DC 20013
53-0206027
501(c)(3)
$100.00
Cash
NIA
for general operations
St Gregory's School for Boys
121 Old Niskayuna Road
Loudonville. NY 12211
144466038
501 (cm
$1,000.00
NIA
Cash
NIA
for general operations
St. Michael the Archangel Parish
1098 County Road 39
Waterloo, IN 46793
501(c)(3)
$100 00
NIA
Cash
NIA
In memory of Uncle Jack
Hartman. for woodworking
restoration
St. Thomas the Apostle Catholic Church
1449 Wilcox Park Dnve, SE
Grand Rapids. MI 49506
501(c)(3)
$250 00
NIA
Cash
NIA
for the Capital Campaign
St Xavier High School
600 North Bend Road
Cincinnati, OH 45224
5o1(cm
$2,500 00
NIA
Cash
NIA
for the 2011 Extravaganza
Live Auction
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209
57-0952 531
501
$100 00
NIA
Cash
NIA
for annual fund for the current
year
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington, VA 22209
57-0952531
$500 00
NIA
Cash
NIA
for membership
State Poticy Network
1655 North Fort Myer Drive
Suite 360
Arlington. VA 22209
57-0952531
501(c)(3)
$1,000 00
NIA
Cash
NIA
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209
57-09 52531
501(c)j)_
$1,000 00
NIA
Cash
NIA
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington. VA 22209
570952531
501(c)(3)
52.000 00
NIA
Cash
NIA
for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington, VA 22209
57-0952531
501(c)(3)
$5,000 00
NM
Cash
NIA
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc. 52-2166327
1. Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments In the U.S.
(C) if) (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book. FMV. Non-Cash Grant or
Applicable Assistance appraisal. Assistance Assistance
other)
Government
State Policy Network
1655 North Fort Myer Dnve
Suite 360
Arlington. VA 22209 57-0952531 501@1() $75,000 00 NIA
for strategic communications
Cash NIA mentorlng
State Policy Network
1655 North Fort Myer Drive
Suite 360
Artington. VA 22209 57-0952531 501(c)() $186,500 00 NIA Cash NIA for general operations
State Policy Network
1655 North Fort Myer Drive
Suite 360
Arlington. VA 22209 57-0952531 501(c)j) 5255.000 00 NIA Cash NIA for development mentorlng
Statistical Assessment Service
2100 L Street. Suite 300
Washington, DC 2003? 524844456 501(c)() $86.000 00 NIA Cash NIA efforts
for the organization's research
Center for the Spoken word Inc DBA
The Math
330 West 38th St. Ste 1403
New York. NY 10013 13-3880953 501(Qj) $5.000 00 NIA Cash NIA for The Moth In NYC
for Adventures of the Mind
supporting Dr Mark Moffett's
Cash NIA work and research
Student Achievement and Advocacy Servrces
1511 16th Street #101
Santa Monica. CA 90404-3347 52-2237872 501(c)() $8.000 00 NIA
Students for Liberty
PO Box 17321
Arlington. VA 22216 9443435899 501(c)(3) $5.000 00 NIA Cash NIA for general operations
Students for Life of America
4141 N Henderson Rd. Ste 7
Arlington. VA 22203 52-1576352 501(c)(3) $10,000 00 NIA Cash NIA for _general operations
Success Charter Network
34 West 118th Street. 2nd oor
New York. NY 10026 20-5298861 501(c)j) 3100.000 00 NIA Cash NIA forjenerai operations
Sunshine Review
3901 Courtland Circle. Suite 100
Alexandna. VA 22305 27-1501919 501(c)(3) 57.500 00 NIA Cash for general operations
Sutherland Institute
307 West 200 South. Suite 5005
Salt Lake City. UT 84101 87-0531727 501(c)(3) 5155.000 00 NIA Cash NIA fogeneral ogarations
Sutherland institute
307 West 200 South. Suite 5005
Salt Lake City. UT 34101 87-0531727 5250.000 00 NIA Cash NIA it:_rgeneral omarations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, Inc 52-2166327
i, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
EIN
ic)
IRC
Section if
Applicable
id)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(0
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
DA
Purpose of
Grant or
Assistance
Tax Foundation
529 14th Street, NW. Suite 420
Washington, DC 20045
52-1703065
501(c)(3)
$3,500 00
NIA
Cash
NIA
for the organization's recent
special solicitations
Taxpayers League Foundation
PO Box 120444
St Paul, MN 55112
41-1940550
501(c)(3)
$250 00
NIA
Cash
NIA
togenerai operations
Teneo Inc
2778 Ridgewood Road
Atlanta, GA 30327
80-0305723
501(c)(3)
$110,000 00
NIA
Cash
NIA
foLgeneral op_erations
Texas Public Policy Foundation
900 Congress Avenue, Suite 400
Austin, TX 78701
74-2524057
501(c)(3)
510.000 00
NIA
Cash
NIA
forjeneral operations
The DLH Foundation
221 W Crest Street Ste 300
Escondido, CA 92025
26-4540063
501(c)(3)
$34,819 90
NIA
Cash
NIA
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$25,000 00
NIA
Cash
NIA
for general ozratlons
The James Partnership
9302C Old Keene Mill Road
Burke, VA 22015
26-2521115
501lcl(3)
$25,000 00
NIA
Cash
NIA
fogenerai op_erations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)(3)
$25.000 00
NIA
Cash
NIA
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521 1 15
501(c)(3)
$25,000 00
NIA
Cash
NIA
loggenerai operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521 1 15
501(c)(3)
$35,000 00
NM
Cash
NIA
foLgenerai operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521 1 15
$39,500 00
NIA
Cash
NIA
for _generai operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
501(c)l)
540.000 00
NIA
Cash
NIA
irenerai operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. inc. 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
DJ
la)
Name and Address of
Organization or
Government
lb)
EIN
lc)
IRC
Section if
Applicable
(di
Amount of
Cash Grant
lei
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9)
Description of
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
The James Partnership
9302-C Old Keene Mill Road
Burke. VA 22015
26-2521 1 1 5
5C(0)i3)
$50,000 00
MIA
Cash
NIA
for general operations
The James Partnership
9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
$75,000 00
NIA
Cash
NIA
for general operations
Thomas Jefferson institute
9035 Golden Sunset Lane
Springeld, VA 22153
51-0200185
$2,500 00
NIA
Cash
NIA
for general operations
Thomas More Law Center
24 Frank Lloyd Wright Drive, PO it 393
Ann Arbor, MI 48106-9900
38-3448297
$1,000 00
NIA
Cash
NIA
for general operations
Trinitas Classical School
262 Leonard Street, NW, Ste 2
Grand Rapids, MI 49504
20-5337994
501(c)(3)
$250 00
NIA
Cash
NIA
for general operations
Tnnity Forum
2011 Ave, NW. Suite 250
Washington, DC 20006
54-1612640
$2,500 00
NIA
Cash
NIA
for the 2010-2011 Annual
Contribution
Tnnity Forum
2011 Ave. NW, Suite 250
Washington, DC 20006
54-1612640
5lmC)(3)
$3,000 00
NIA
Cash
NIA
for general operations
Trustees of Princeton University
Bobst Hall
33 Prospect Avenue
Princeton, NJ 08540
21-0634501
501(c)(3)
$5,000 00
MIA
Cash
NIA
for the benet of the James
Madison Program
UCLA Foundation
1309 Murphy Hall, Box 951413
Los Angeles, CA 90095
95-2250801
$25,000 00
NIA
Cash
for the Center for Liberal Ans
and Free Institutions (CLAFI)
under Prof Daniel Lowenstein
University of Anzona Foundation - Philosophy
Dept
PO Box 210027
Tucson, AZ 85721-0027
86-6050388
sogcxs)
$4,999 00
NIA
Cash
NIA
to support Davd Schmidtz's
work
University of Anzona Foundation - Philosophy
Dept
PO Box 210027
Tucson, AZ 85721-0027
86-6050388
501(c)(3)
$76,000 00
NIA
Cash
NIA
tor the Arizona Center for the
Philosophy of Freedom
University of Houston
447 Hoffman Hall
Houston, TX 77204-3011
74-6001399
50jG)(3)
$15,000 00
NIA
Cash
NIA
for funding the Phronesis
program under Dr Susan
Collins
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust. Inc. 52-2166327 _4
I. Grants to Organizations and indviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
lb) (6) id) lei if) (9) ll)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
University of Notre Dame
110 Grace Han establishment of Post-
Tocquevlile Center, University of Notre Dame Doctoral Fell0W5l'|lD al The
Notre Dame. IN 46556 35-0866188 501(c)(3) $25,000 on NIA Cash NIA Tocqueville Center
University of Notre Dame
establishment of a Post-
110 Grace Hall
Tocqueville Center. University of Notre Dame Doctoral Bl
Notre Dame, IN 46556 35-0868133 501(c)(3) $40,000 00 NIA Cash NIA Tocqueville Center
of Richmond for the Summer Institute on
23 wesihampion way the History of Economic
Richmond, VA 23173 501(c)(3) $20,000 00 NIA Cash NIA Thought
University of Richmond
26 Westhampton Way
Richmond, VA 23173 501(c)(3)
for the John Marshall
$60,000 00 NIA Cash NIA international Center
for the establishment ol Post-
Doctorai Fellowship at the
NIA Cash NIA Thomas Jefferson Center
University of Texas - Austin
1 University Station C4100
Austin, TX 78712 74-6000203 501(c)(3) 525.000 00
for the establishment of Post-
Doctorai Fellowship at the
NIA Cash NIA Thomas Jefferson Center
University of Texas - Austin
1 University Station C4100
Austin. TX 78712 74-6000203 501(c)(3) $40,000 00
to support graduate students
University of Texas - Austin
training under Professor
1 University Station C4100
Austin, TX 78712 74-6000203 501(c)(3) $50,000 00 NIA Cash NIA Thomas Pangie
University of Virginia Foundation for Post-Doctoral Fellowship
Dept. of Politics. University of Virginia at the Program for
232 Cabeii Hail, PO Box 400767 Constitutionalism and
Chartottesvilie. VA 22904-4787 54-1682176 501(c)(3) $25,000 00 NIA Cash NIA Democracy
University of Virginia Foundation for Post-Doctoral Fellowship
Dept of Politics. University of Virginia at the Program for
232 Cabeii Hall. PO Box 400787 Constitutionaiism and
Chariottesville. VA 22904-4787 54-1682176 501(c)(3) $40,000 00 NIA Cash NIA Democracy
US English Foundation
1747 Ave NW. Suite 1050
Washington. DC 20006 52-1524976 501(c)(3) $250 00 NIA Cash NIA for general operations
Virginia Grand Military Band
2635 Five Oaks Road
Vienna. VA 22181 54-1 392964 501(c)(3) $100 00 NIA Cash NIA for general operations
Virginia institute for Public Policy
282 Bald Rock Road
Verona, VA 24482 54-1870848 501(c)(3) $5,000 00 NIA Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors Trust, inc. 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
(3)
Name and Address of
Organization or
Government
(bl
(cl
IRC
Section if
Applicable
id)
Amount of
Cash Grant
lei
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV.
appraisal,
other)
55
(9) (hi
Description of Purpose of
Non-Cash Grant or
Assistance Assistance
Wakeeld School
PO Box 1097
Independence. MO 64051-0597
54-1096344
501(c)(3)
$10,000 00
Cash
NIA for general operations
Washington Legal Foundation
2009 Massachusetts Avenue. NW
Washington. DC 20036
52-1071570
501
$2,500 00
NIA
Cash
NIA for general operations
Washington National Cathedral
3101 Wisconsin Avenue NW
Washington. DC 20016
53-0196604
501(c)(3)
$100.00
NIA
Cash
for annual fund for the current
NIA year
Washington Policy Center
PO Box 3643
Seattle. WA 98124-3643
91 -1 752769
501(c)(3)
$300 00
NIA
Cash
NIA for general operations
Washington Policy Center
PO Box 3643
Seattle, WA 96124-3643
91-1752769
501(c)(3)
51.000 00
Cash
NIA for general operations
Wesley Theological Seminary
4500 Massachusetts Ave.. NW
Washington, DC 20016
53-0245887
501(c)(3)
$500 00
NIA
Cash
NIA for general operations
Westchester Community College Foundation
Hartford Hall. 75 Grasslands Road
Valhalla. NY 10595
23-7050397
501(c)(3)
$7,500 00
NIA
Cash
NIA for student scholarships
Westchester Golf Association Caddie
Scholarship Fund Inc
49 Knollwood Road. Suite 220
Elmsford, NY 10523-2813
13-5100835
501(c)(3)
$1 .000 00
NIA
Cash
NIA for supporting Murray Stoltz
westem Michigan University Foundation
1903 West Michigan Avenue
Kalamazoo, MI 49006-5403
38-2138856
501(c)(3)
$100.00
Cash
for annual fund for the current
NIA year
WETA
2775 South Quincy Street
Arlington, VA 22206
53-0242992
501(c)(3)
$100 00
NIA
Cash
for annual fund for the current
NIA year
College
Parents Fund
75 Park Street
wliliamstown. MA 01267-2141
04-2104847
501(c)(3)
$11,000 00
Cash
for Williams College Parents
NIA Fund
Vttherspoon institute
16 Stockton Street
Princeton. NJ 06540
55-0835528
501(c)(3)
$5,000 00
NIA
Cash
for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Donors 52-2166327
l, Grants to Organizations and lndviduals in the U S.
Part Ii, Grants to Organizations and Governments In the U.S.
(3)
Name and Address of
Organization or
Government
EIN
(ci
IRC
Section if
Applicable
(dl
Amount of
Cash Grant
tel
Amount of
Non-Cash
Assistance
(fl
Method of
Valuation (book, FMV,
appraisal,
other)
(9) (hi
Description of Purpose of
Non-Cash Grant or
Assistance Assistance
Vitherspoon Institute
16 Stockton Street
Princeton, NJ 08540
55-0835528
501(c)(3)
$125,000 00
NIA
Cash
for Jennifer Bryson's work on
WNYC Radio
PO Box 1097
Independence, MO 64051-0597
1 3-301 5230
501(c)(3)
$2,000 00
NIA
Cash
for WQXR Radio (Classical
NIA Music Station)
Wounded Warrior Project, inc
7020 AC Skinner Parkway #100
Jacksonville, FL 32256
20-2370934
501(c)(3)
$500 00
NIA
Cash
NIA Islam and Civil Society
i
i
NIA in honor of Ian Lennon i
Wounded Warrior Project. inc
7020 AC Skinner Parkway #100
Jacksonville, FL 32256
20-2370934
501(c)(3)
$1,000 00
NIA
Cash
NIA for general operations
Wounded Warrior Project, inc
7020 AC Skinner Parkway #100
Jacksonville, FL 32256
20-2370934
501(c)(3)
$1,500 00
NIA
Cash
NIA ior general operations
Wyoming Liberty Group
1740-H Deilrange ,#-459
Cheyenne,WY B2009
26-28281 15
501(c)(3)
$6,000 00
NIA
Cash
NIA for heaiihcare policy research
Yale University
124 Prospect Street, Room 311
New Haven, CT 06520
06-0646973
501(c)(3)
$50,000 00
NIA
Cash
for the purpose of funding two
one-year JMC-Veritas Post-
NIA Doctoral Fellowships
YES Prep Public Schools
6201 Bonhomme Rd Suite 168-N
Houston, TX 77036
76-0563835
501(c)(3)
51.000 00
NIA
Cash
NIA for general operations
Young Amenca's Foundation
110 Elden Street, Suite A
Hemdon, VA 20170-4609
23-7042029
501(c)(3)
$486 23
NIA
Cash
NIA for general operations
Young Amenca's Foundation
110 Elden Street, Suite A
Hemdon, VA 20170-4809
2351042029
501
$1,000 00
NIA
Cash
NIA for general operations
Young America's Foundation
110 Elden Street, Suite A
Herndon, VA 20170-4309
23-7042029
501(c)(3)
$1,000 00
NIA
Cash
NIA for the Reagan Ranch
Young Amenca's Foundation
110 Elden Street, Suite A
Herndon, VA 20170-4809
23-7042029
501(c)(3)
$25,000 00
NIA
Cash
NIA for general operations
Schedule 1 (Form 990 or 990-E2) 2010
PAGE
Donors Trust, Inc. 52-2166327
I, Grants to Organizations and lndviduals in the U.S.
Part II, Grants to Organizations and Governments in the U.S.
la) (cl (9)
Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of
Organization or Section if Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or
Government Applicable Assistance appraisal, Assistance Assistance
other)
Young Amerlca's Foundation
110 Elden Street. Suite A
Herndon, VA 20170-4809 234042029 501(c)(3) $25,000 00 NIA
Cash NIA for general operations
Schedule I (Form 990 or 990-EZ) 2010
PAGE
Schedule I (Form 990) 2010 Donors Trust, Inc. 52-2166327 Page 2
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22.
Part can be duplicated if additional space is needed.
Number of Amount of Amount of Method of valuation (book. (0 Description of non-cash assistance
recipients cash grant non-cash assistance FMV. appraisal, other)
(3) Type of grant or assistance
7
lPart IV lsupplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Pt I Line 2 The a letter stating_
BAA Schedule I (Form 990) 2010
TEEA3902 10l29I10
PAGE
SCHEDULE J Compensation Information 7 1545-047
(FOFI11 990) For certain Officers, Directors, Trustees, Key Employees, and Highest p 0
Compensated Employees
D Complete if the organization answered 'Yes to Form 990, Part IV, line 23. ,{"6pen to pubnc
t ttheT asu - - . if,
Se',f,,Ce'V Attach to Form 990. See separate instructions. lnspection
Name of the organization Employer identication number
Donors Trust, Inc.
Questions Regarding Comp_ensation
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line la. Complete Part to provide any relevant information regarding these items.
First-class or charter travel Housing allowance or residence for personal use
Travel for companions Payments for business use of personal residence
Tax indemnification and gross-up payments Health or social club dues or initiation fees
Discretionary spending account Personal services maid, chauffeur, chef)
b lf any of the boxes on line la are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If No, complete Part to explain
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEOlExecutive Director, regarding the items checked in line la? . . .
3 Indicate which, if any, of the following the organization uses to establish the compensation of the organization's
CEO/Executive Director. Check all that apply.
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract
Compensation survey or study
Approval by the board or compensation committee
4 During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization
or a related organization:
a Receive a severance payment or change-of-control payment from the organization or a related organization? .
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement? .
If 'Yes to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the revenues of.
l J 4'
11.5
3 i
a The organization? X
b Any related organization? X
If 'Yes to line 5a or 5b, describe in Part
6 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation gig
contingent on the net earnings of:
a The organization? . X
b Any related organization? . . X
lf 'Yes to iine 6a or 6b, describe in Part Ill.
7 For persons listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not
described in lines 5 and 6? If 'Yes, describe in Part .. . .. . . . . . . . 7 X
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial
contract exception described in Regulations section If 'Yes, describe in Part . 8 X
9 If 'Yes to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section . . . . . . . . . . . . 9
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2010
12122110
PAGE
Schedule J (Form 990) 2010 Donors Trust, Inc. 522166327 Page 2
Officers, Directors, Trustees, Key Employeesiand Highest Compensated Employees. Use Schedule J-l if additional space is needed.
For each individual whose compensation must be re orted in Schedule J. report compensation from the organization on row and from related organizations described in the instructions on
row Do not list any individuals that are not liste on Form 990, Part Vll.
Note. The sum of columns must equal the applicable column (D) or column (E) amounts on Form 990, Part Vll. line la.
(F) Compensation
regorted in prior
orm 990 or
Form 990-EZ
(D) Nontaxable
benefits
(E) Total of columns
(8) Breakdown of W-2 and/or compensation
(1) Base (ill) Olher
compensation reportable
compensation
(C) Retirement and
other deferred
compensation
(ii) Bonus and incentive
compensation
(A) Name
0; o. __;g53a_ 0.
1 Whitney L Ball (ii)
3 (ii)
4 (ii)
5 (ii)
10 (ii)
11 (ii)
12 (ii)
13 (ii)
14 (ii)
15 (ii)
16 (ii)
BAA TEEA4102 07i'20Il0 Schedule J (Form 990) 2010
PAGE
Schedule J (Form 990) 2010 Donors Trust, Inc. 52-2166327 Page 3
llitlliil SuJ:piementa| Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1aAlso complete
this part for any additional informationBAA Scheduie J (Form 990) 2010
TEEA4103 07120. 1 0
PAGE
SCHEDULE L . .
990 0, 99o_Ez, Transactions With Interested Persons O
Complete if the organization answered
'Yes' on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Fonn 990-E2, Part V, line 38a or 40b. Open to Public
W Attach to Form 990 or Fonn 990-E2. See separate instructions. Inspection
Name of me o.-gamzauon Employer identication number
Donors Trust, Inc. 522166327
|Partl l Excess Benefit Transactions (section 501 and section 501(c)(4) organizations only).
Complete if the organization answered 'Yes' on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
Co ted
1 Name of disqualied person Description of transaction (Enter the amount of tax imposed on the organization managers or disqualified persons during the year under
section4958 . . . . . . .. . . . . .
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization . 5
I Part II ILoans to andlor From Interested Persons.
Complete if the organization answered Yes on Form 990, Part IV, line 26 or Form 990-EZ, Part V, line 38a.
Yes No
Name of interested person and purpose Loan to or from Original Balance due In default? I) Approved Written
the organization principal amount y boatrtd o; agreement?
commi ee
To From Yes No Yes No Yes No
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total . . . . .
|Part Ill I Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered Yes on Form 990, Part IV, line 27.
Name of interested person Relationship between interested person and Amount and type of assistance
the organization
BAA For Paperwork Reduction Act Notice, see the Instructions for F am 990 or 990-E2. Schedule L (Form 990 or 990-EZ) 2010
HIISIIO
PAGE
Schedule L (Form 990 or 990-EZ) 2010 Donors Trust,
Inc. 52-2166327 Page2
Business Transactions Involving Interested Persons.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 28a, 28b, or 28.
Name of interested person Relationship between Amount of Description of transaction Sharing of
interested person and the transaction organization's
organization revenues?
Yes No
(1) Jeffrey C Zysik CFO 62, @6 Payment for development of database 5 X
(2) Jeffrey C Zysik CFO 18, 000 . Bookkeeping services Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Part IV
TEEA45OI
IlI|5l10
Schedule L (Form 990 or 990-EZ) 2010
PAGE
SCHEDULE M
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization
Donors Trust,
Inc.
Types of Property
I30a During the ear, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must
initial contribution, and which is not required to be used for exempt
Noncash Contributions
1* Complete if the organizations answered Yes
on Form 990, Part IV, lines 29 or 30.
Attach to Form 990.
OMB No 1545-0047
etrlita
Employer identication number
52-2166327
ArtWorks of art
ArtHistorical treasures . .
ArtFractional interests
Books and publications
Clothing and household goods
Cars and other vehicles
Boats and planes
Intellectual property
SecuritiesPublicly traded
Securities-Closely held stock
SecuritiesPartnership, LLC, or trust interests
Securities-Miscellaneous
Qualified conservation contribution-
Historic structures
Qualified conservation contributionOther
Real estateResidential
Real estateCommercial
Real estateOther .
Collectibles
Food inventory .
Drugs and medical supplies
Taxidermy
Historical artifacts
Scientific specimens
Archeological artifacts .
Other
Other
Other I
Other
(3)
Check if
applicable
(13)
Number of
contributions or
items contributed
(C)
Form 990,
Noncash contribution
amounts reported on
Part line lg
Method of determining
noncash contribution amounts
38
2,122,964.
Avg value on date recelved
Number of Forms 8283 received b the organization during the tax year for contributions for which the
organization completed Form 82
hold for at east three years from the date of the
purposes for the entire holding period?
b If 'Yes,' describe the arrangement in Part II.
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
32a Does the organization hire or u
noncash contributions?
b If Yes. describe in Part ii.
If the organization did not report an amount in column for a type of property for which column IS checked,
3
describe in Part II.
Part IV, Donee Acknowledgement
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA460 1
12I29I10
se third parties or related organizations to solicit, process, or sell
29
Schedule M (Form 990) 2010
PAGE
Schedule M (Form 990) 2010 Donors Trust, Inc . 52-2166327 Page 2
Part II lsupplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b,
and 33. Also complete this part for any additional Information.
51. 2_b_ _I=_i11I1c_i2l_ 11e;d_ 1-<2 _s91_1_ :nr_k9Ea:b_1 _s9\1r_ii_e_s_ -
BAA TEEA4602 10125110 Schedule M (Form 990) 2010
PAGE
SCHEDULE N
(pom 990 0,999.52, Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Complete if the organization answered 'Yes' to Form 990, Part ll], lines 31 or 32; or Form 990-EZ, line 36.
Attach certified copies of any articles of dissolution, resolutions, or plans.
Attach to Form 990 or 990-EZ.
Internal Revenue Service
OMB No 1545-0047
Open to ~P_ub|lc
Inspection
l
Name of the organization
Donors Trust. Inc.
Employer Identication number
52-2166327
lPartl i Liquidation, Termination, or Dissolution. Complete this part if the organization answered 'Yes' to Form 990, Part IV, line 31, or Form 990-EZ,
line 36. Part I can be duplicated if additional space is needed.
Date of Method of EIN of recipient
distribution determining FMV for
asset(s) distributed or
transaction expenses
Fair market value of
asset(s) distributed or
amount of transaction
expenses
1 Description of asset(s)
distributed or transaction
penses paid
Name and address of recipient
IRC section of
recipient(s) (if
tax-exempt) or
type of entity
2 Did or will any officer, director, trustee, or key employee of the organization:
a Become a director or trustee of a successor or transferee organization? . .
b Become an employee of, or independent contractor for. a successor or transferee organizationBecome a direct or indirect owner of a successor or transferee organization? . . .
d Receive, or become entitled to. compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? .
e If the organization answered 'Yes' to any of the questions in this line, provide the name of the person involved and explain in Part
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ. 12:29:10
Yes No
.2a
2b
2d
Schedule N (Form 990 or 990-EZ) 2010
PAGE
Schedule N (Form 990 or 990-EZ) 2010 Donors Trust, Inc . 522166327 Page 2
Liquidation, TerminationLor Dissolution (continil)
Note. If the organization distributed all of its assets during the tax year, then Form 990. Part X, column (B) should equal -0-.
3 Did the organization distribute its assets in accordance with its governing instrument(s)? If No, describe in Part - - . . . . . . . 3
4a Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate. or terminate'Yes', did the organization provide such noticeDid the organization discharge or pay all liabilities in accordance with state lawsDid the organization have any tax-exempt bonds outstanding during the yearDid the organization discharge or defease tax-exempt bond liabilities in accordance with the Internal Revenue Code and state lawsYes,' describe in Part how the o_rganization defeased or otherwise settled these liabilities. If No, ggain in Part
Sale, Exchange, Disposition, or Other Transfer of More than 25% of the Or anization's Assets. Complete this part if the organization answered
'Yes' to Form 990, Part IV, line 32, or Form 990-EZ. line 36. Part II can be uplicated if additional space is needed.
IRC section of
1 Description of asset(s) Date of Fair market value of Method of EIN of recipient Name and address of recipient
distributed or transaction distribution asset(s) distributed or determining FMV for TBCIDIBTIKS) (If
expenses paid amount of transaction asset(s) distributed or tax-exempt) 0T
expenses transaction expenses M19 0f enililf
Yes No
Various
see I 501(c)(3)
Cash grants Various 22 277 . Cash Various
Yes No
2 Did or will any officer, director, trustee. or key employee of the organization:
a Become a director or trustee of a successor or transferee organizationBecome an employee of, or independent contractor for, a successor or transferee organizationBecome a direct or indirect owner of a successor or transferee organizationReceive, or become entitled to, compensation or other similar payments as a result of the organization's significant disposition of assets? 2d
e If the organization answered 'Yes' to any of the questions in this line, provide the name of thgperson involved and explain in Part
BAA TEEA4702 i lI02l10
Schedule N (Form 990 or 990-E2) 2010
PAGE
Schedule N (Form 990 or 990-EZ) 2010 Donors Trust, Inc . 522166327 Page 3
Supplemental Information. Complete to provide the Information required by Part I, hnes
2e and 6c, and Part II, line 2e. Aiso complete this part to provide any additional informationBAA TEEA4703 mozno
PAGE
SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ
(Fom1 990 or 990-EZ) 0
Complete to rovide information for responses to specific questions on
De artmem of me Trees Fonn 9 0 or 990-EZ or to provide any additional infonnation.
Mgme, Revenue semeew Attach to Fom1 990 or 990-EZ.
Name of the organization Employer Identication number
Donors Trust. Inc. 52-21-55327
ai_n_e_ 25.5 LES. BEE. BE ERPEFLIBIE
Pt VI-A, Line 4 AS DESIGNATED IN ITS BY-LAWS, BUT NOT DUTIES . THE BY-LAWS
BAA For Paperwork Reduction Act Notice, see the Instructions for Fonn 990 or 990-E2. TEEA4901 IOIZGIIO Schedule 0 (Form 990 or 990-EZ) 2010
PAGE
Schedule 0 (Form 990 or 990-EZ) 2010
Name of the orgamzatnon
Page 2
7 Employer identicauon number
Donors Trust, Inc.
WERE CORRECTED TO MAKE SURE THAT THE TITLES CHAIRMAN AND
..-. Schedu1e 0 (Form 990 or 990-EZ) 2010
TEEA4902 IOIZEJIO
PAGE
I v
OMB No 1545-0047
SCHEDULE R
99 Related Organizations and Unrelated Partnerships Pn 0
Complete if the organization answered 'Yes' to Form 990, Part IV, line 33, 34, 35, 36, or 37.
Departm lot the Trea - -
imemai 5 Attach to Form 990. See separate instructions.
Employer Identication number
52 -2 1 6 632 7
Name 01 the organization
Donors Trust, Inc.
M Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.)
(0
Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling
or foreign country) entity
.0) Hold proceeds from 2009
109 N Henry St, Alexandria 22314 sale of RE donation MD 0. 440, 439. Donors Trust. Inc.
(2) 8_2__5 Provide administrative
109 N Henry St, Alexandria 22314 support services
getr_f3r _Co_l1_e_ge _Af_fgrdagi_._l._i_ty_& _Pr;o1uEtiv_it_y 51.3 y:og4g5_1i Research, writing,
109 N Henry St, Alexandria 22304 educational MD
14).
MD 155,000. 149, 22.2. Donors Trust, Inc.
315,000. 207,244. DonorsTrust, Inc.
151
52 -
|Part ll Ildentification of Related Tax-Exempt Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.)
(0 (31)
Name, address. and EIN of related organization Primary activity Legal domicile (state Exempt Code Public charit status Direct controlling Sec 51
or foreign country) section (if section 5 entity controlled entity?
Yes No
.0) Grant making
Po Box 1305, Alexandria VA 22313 MD 501 (3) 509(a) (1) Type1S0 X
132
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. l2I22Il0 Schedule R (Form 990) 2010
PAGE
Schedule gForm 993 2010 Donors Trust, Inc . 522166327 Page 2
p" m Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34
because it had one or more related organizations treated as a_partnership during the tax yearL
(C) (9) (9) (I) (I) (it)
Name, address, and EIN of Primary activity Legal Direct Predominant Share of total Share of Dispropor- Code V-UBI General or Percentage
related organization domicile controlling entity income (related, income end-of-year tionate amount in box managing ownership
(state or unrelated, excluded assets allocations? 20 of Ectiedule partner?
foreign from tax under
sections 512-514) yes No (Form 1065) yes No
p"f.t W Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered 'Yes' to Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(D (9)
Name, address, and of related organization Primary activity Legal domicile Direct Type of entity Share of total income Share of end-of-year Percentage
(state or foreign controlling entity (C corp, S corp, assets ownership
country) or trust)
BAA TEEASOOZ izromo Schedule R (Form 990) 2010
PAGE
Schedule R (Form 990) 2010 Donors Trust, Inc. 52-2155327 P3993
Transactions With Related Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34, 35, 35a. or 36.)
Yes No
Note. Complete line 1 if any entity is listed in Parts ll, or IV of this schedule.
1 During the tax year did the organization engage in any of the following transactions with one or more related organizations listed in Parts ll-IV? J
Receipt of interest (ii) annuities royalties (iv) rent from a controlled entity . . .. . . . . . . .- . - - -
Gift, grant. or capital contribution to other organization(Gift. grant, or capital contribution from other organization(Loans or loan guarantees to or for other organization(Loans or loan guarantees by other organization(GQUUO
Sale of assets to other organization(Purchase of assets from other organization(Exchange of assets . . . . . . . . .. .. . . . .
Lease of facilities, equipment, or other assets to other organization(voU'l.C
X
Lease of facilities, equipment, or other assets from other organization(Performance of services or membership or fundraising solicitations for other organization(Performance of services or membership or fundraising solicitations by other organization(Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . .
n Sharing of paid employees . . . . . . . . . . .. . J
o Reimbursement paid to other organization forexpenses . .. . . .. . . . . .. . .. .. . .. .
p Reimbursement paid by other organization for expenses . . . . . . . . . .. . . .
1q X
1r X
q Other transfer of cash or property to other organization(Other transfer of cash or property from other organization(the answer to any of the above is 'Yes,' see the instructions for information on who must complete this line, including covered and transaction thresholds.
(C)
Name of other organization Transaction Amount involved Method of determining
type amount involved
No controlled entities as defined by IRC sec 512 (13)
(2)
(3)
(EL
(5)
(5)
BAA TEEASOD3 Schedule R (Form 990) 2010
PAGE
Schedule R (Form 990) 2010 Donors Trust, Inc.
52-2166327 Paged
Part VI Unrelated Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part lV, line 37.)
Provide the following information for each entity ta
xed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross
revenue) that was not a related organization. See Instructions regarding exclusion for certain investment partnerships.
Name, address, and EIN of entity
Primary activity
Legal domicile
(state or foreign
country)
(0 cg
N9 3 Partners Share of end-of-year Dispropor- Code V-U I amount General or
assets tionate in box 20 of managing
501(c)(3) allocations? Schedule K-1 partner?
organizations? Form (1065TEEA5004
1223110
Schedule R (Form 990) 2010
PAGE
Schedule R (Form 990) 2010 Donors Trust, Inc . 522166327 Page 5
IL1a:rt; Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R
(see instructions).
3 omano Schedule R (Form 990) 2010
PAGE
Donors Trust, Inc.
52-21 66327
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 1 (continued)
Briefly describe the organization's mission:
RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE,
FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY
AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY S NEEDS, AS
OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 4d (continued)
Describe the exempt purpose achievements for each of the organization's other program
services. Section 501(c)(3) and (4) organizations and 4947(a)(l) trusts are required to
report the amount of grants and allocations to others, the total expenses, and revenue, if any, for
each program service reported.
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue .
Code:
Expenses
Grants Of
Revenue
Code:
Expenses
Grants Of
Revenue
0.
Description: THE PROJECT ON FAIR REPRESENTATION (PFR) .
457, 389 . THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE
0. IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF
0. RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN THE
FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST
ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND
EMPLOYMENT.
Description: THE SUPPLY SIDE PROJECT (SSP) .
105,964. THE SUPPLY SIDE PROJECT DEVELOPS AND ADVANCES
0. FUNDAMENTAL MARKETBASED REFORM PROPOSALS FOR
0. SOCIAL SECURITY, MEDICADE, MEDICARE, WELFARE AND
HEALTH CARE.
Description: CENTER FOR CLASS ACTION FAIRNESS (CCAF) . BY CONTRACTING WITH
238 700 . ATTORNEYS TO PROVIDE PRO BONO REPRESENTATION OF CONSUMERS,
0 . CCAF SEEKS TO INCREASE NET AWARDS TO MEMBERS OF CLASS ACTION
39, 936. LAWSUITS THROUGH OBJECTIONS TO SETTLEMENTS PRODUCING
EXCESSIVE ATTORNEY FEES. AN ADDITIONAL GOAL IS A
REDUCTION IN MERTILESS CLASS ACTION SUITS AS TRIAL
ATTORNEYS AWARENESS OF CCAF s WATCHDOG ROLE INCREASES.
Description: STUDENT FREE PRESS ASSOCIATION (SFPA) . THE STUDENT FREE
316,059. PRESS ASSOCIATION IS AN ORGANIZATION RUN BY
0. VETERAN JOURNALISTS FOR THE BENEFIT OF BEGINNING
0. JOURNALISTS. IT IDENTIFIES AND SUPPORTS COLLEGE
STUDENTS SEEKING TO IMPROVE CAMPUS JOURNALISM,
EXPLORE MEDIA CAREERS, AND COMMIT THEMSELVES TO THE
PRINCIPLES OF A FREE SOCIETY. THE SFPA BEGINNING IN DEC.
Description: TALENT MARKET (TM) . A FREE TALENT RECRUITMENT PROGRAM
120,358. AVAILABLE TO CHARITIES WHOSE MISSION ALIGN WITH
0. CHARITABLE MISSION.
0.
Description: LAW AND ECONOMICS CENTER RELOCATION PROJECT.
92,832. ASSIST IN THE RELOCATION OF THE LAW AND ECONOMICS
0. CENTER TO THE GEORGE MASON UNIVERSITY SCHOOL OF LAW.
PAGE
Donors Trust, Inc. 52-21 66327
Schedule 0 (Form 990), Supplemental Information to Form 990 Continued
Fonri 990, Page 2, Part Line 4d (continued)
Describe the exempt purpose achievements for each of the organization's other program
services. Section 501(c)(3) and (4) organizations and 4947(a)(i) trusts are required to
report the amount of grants and allocations to others, the total expenses, and revenue, if any, for
each program service reported.
Code: Description: 6 DEGREES PROJECT . SEEKS TO CREATE OPPORTUNITIES
Expenses 113 067 . To LEVERAGE AND AMPLIFY THE VOICES OF THOSE ADVANCING LIBERTY AND
Grants Of 0 . To CREATE OPPORTUNITIES FOR STRATEGIC PARTNERSHIPS AND ALLIED
Revenue . 0 . RELATIONSHIPS WITH THE INTELLECTUAL vOIcEs THAT MATTER MOST . THE
DEGREES OF NOTION IS THAT CERTAIN PEOPLE AND THEIR
NETWORKS ARE KEYS T0 ADVANCING AN IDEA AND TIPPING A DEBATE .
PAGE
DonorsTTust|nc. 52-2166327
Supporting Statement of:
Form 990 p 9/Noncash
Description
Amount
Contribution of marketable securities
2,122,964.
Total
2,122,964.
Supporting Statement of:
Form 990 p 9/Sales of Securities
Description
Amount
Proceeds from sale of securities
2,976,432.
Total
2,976,432.
Supporting Statement of:
Form 990 p 9/Gross Basis Amount
Description
Amount
Book basis of securities sold
2,909,189.
Total
2,909,189.
Supporting Statement of:
Form 990 p 11/Line 11, column (A)
Description
Amount
Various publicly traded mutual funds
2000 Walgreens
80 BP
40 XOM
300 RAX
120 CRM
1,542,114.
73,440.
4,638.
2,728.
6.255.
8,852.
Total
1,638,027.
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 11/Line 11, column (B)
Description Amount
Various publicly traded securities 2,979,850.
Total 2,979, 850.
Supporting Statement of:
Form 990 p 12/Part XI, Line 5
Description Amount
Unrealized gains 106,819.
Previous_year adigstment 5,000.
Legal fee recover treated as expense -39,936.
reduction for book purposes and revenue
for tax purposes
Increase in legal fees treated as reduced 39,936.
for books purposes as a result of recovery_
Toml 111,819.
Supporting Statement of:
D, page 2/Part V, line 1e col
Description Amount
Proggam related direct expenses 1,912,824.
Tom! 1,912,824.
Supporting Statement of:
D, page 2/Part V, line le col
Description Amount
Program related direct expenses 976,327.
Total
976,327.
PAGE
Donors Trust, Inc. 52-2166327
Supporting Statement of:
D, page 2/Part V, line le col
Description Amount
Program related direct expenses 1,103,256.
Total 1,103,256.
Supporting Statement of:
D, page 4/Part XI, Line 7
Description Amount
Prior year audit adjustment related to
intracompany expense 5,000.
Total 5 000 .
Supporting Statement of:
D, page 4/Part XI, Line 8
Description Amount
Recovery of legal fees treated as expense -39,936.
reduction for book purposes
Increased revenue for legal fees treated
as expense reduction for book purposes 39,936.
Total 0 .
Supporting Statement of:
D, page 4/Part XII, Line 2d
Description Amount
Prior priod audit adjustment 5,000.
Total 5 0 0 0 .
Supporting Statement of:
D, page 4/Part XII, Line 4b
Description Amount
Legal fee recovery treated as revenue for
39,936.
PAGE
Donors Trust, Inc. 52-2166327
Connued
Supporting Statement of:
D, page 4/Part XII, Line 4b
Description Amount
tax purposes and expense reduction for book
_purposes
Contribution treated as intra0rganization for 400,000.
book but not tax pprposes
Tomi 439,936.
Supporting Statement of:
D, page 4/Part Line 4b
Description Amount
Legal fee award treated as revenue for tax 39,936.
purposes and expense reduction for book
Grant treated as intraCompany for book 400,000.
but not tax purposes
Total
439,936.
|
| 2009/12 |
990-EO |
2010/09 |
|
all
I-r.
OMB No 1545-0047
Form
Return of Organization Exempt From Income Tax
Under section 501 527. or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
Department of the Treasury
. . 5
Internal Revenue Service The organization may have to use a copy of this return to satisfy state reporting requirements *0 Public
For the 2009 calendar year, or tax year beginning 2009, and ending
3 Check apphcable C Name of organ,z,-anon D Employer Identication Number
PI
Address change Donors Trust, Inc. 52-2166327
Name change 3; $21 Number and street (or P 0 box if mail is not delivered to street addr) Roomlsuite E Telephone number
See
Initial return specic 109 North Henry Street (703) 535-3563
-I-e,m,na,,on City. town or country State ZIP code 4
Amended return Alexandria VA 22314-2903 G Gross receipts 19, 860, 148.
D Appi.cat.on F Name and address of principal officer Htl) '5 U115 3 QFOUP return 101 H Yes E No
L. Ball 109 North Henry Street Alexndria VA 2 23 1 4 (M Ar.e amates Included, Yes N
If No, attach a list (see instructions)
I Tax-exempt status 501 3 )4 (insert no 4947(a)(1) or 527
J Website: . donorstrust . org H(c) Group exemption number
K Form of organization l Corporation H Trust H Association Other L Year of Formation 1 9 99 l M State of legal domicile VA
|Part I I Summary
1 Briefly describe the organization's mission or most significant aCt|VillS
0 3111 El_ 1 E30998 EPQCBI 1.0.111 83.: E0531 S. _149 ET.
B110. 1115. I9 "11:
L E 1*l 9113. B119. B119.
3 2 Check this box - if the organization discontinued its operations or disposed of more than 25% of its assets
3 3 Number of voting members of the governing body (Part VI, line la) 3 5
4 Number of independent voting members of the governing body (Part VI, line 1b) 4 5
5 Total number of employees (Part V, line 2a) 5 4
:3 6 Total number of volunteers (estimate it necessary) 6 O
7a Total gross unrelated business revenue from Part lcolumn (CNet unrelated business taxable income from Form 990-T, line 34 7b
Prior Year Current Year
0 8 Contributions and grants (Part line 1h) 10, 634, 041. 16, 778, 729.
E 9 Program service revenue (Part line 2g) 552, 24 2 . 620, 820 .
3 10 Investment income (Part column (A), lines 3, 4, and 7d) -160Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11eTotal revenue - add lines 8 through 11 (must equal Part column (A), line 12429, 099 .
13 Grants and similar amounts paid (Part IX, column (A), lines 1-Benefits paid to or for members (Part 1X, column (A), line 4)
15 Salaries. other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professional fundraising fees (Part IX, column (A), line He)
E b Total fundraising expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f) 1, 435, 745. 1, 400, 796.
18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 11 251Revenue less expenses Subtract line 18from line 12 -224, 865. 2, 944, 726.
H El V EU Beginning of Year End of Year
20 Total assets (Part x, line16) 10,550,875. 13,798,855.
21 Total liabilities (Part X, line 26_z'E 22 Net assets or fund balances Subtract line 21 from lin rat) 3 10 536Part II Signature. Block gf 3118whic prepalgg knomedge and ballet It '5
Zijsign
6: Here . Date
Q Whitney L. Bal President CEO
an Type or print name and title
Lu Date
@65 Prepam.S gftiployed D
QPre- signature
parer's
Zuse
Only
Q) ZIP 4' Phone no
97May the IRS discuss this return with the preparer shown above? (see instructions) Yes H No
BAA For Piivac Act and Pa erwork Reduction Act Notice, see the separate instructions. Form 990 (2009)
Y P
5'17
CITIZENAUDIT.ORG PAGE #003
Form 990 (2009) Donors Trust, Inc: 522166327 Pagez
FPart I Statement of Program Service Accomplishments
1 Briefly describe the organization's mission
.59 E9931 BED.
B110. _Il*1 1lG_ - -
2993292 ._Part_||L Lima? Lc2nyn_ue_dL
2 Did the organization undertake any significant program services during the year which were not listed on the prior
Form 990 or 990-EZ7 Yes E No
If 'Yes,' describe these new services on Schedule 0
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? Yes D No
If 'Yes,' describe these changes on Schedule 0
4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501(c)(3)
and 501(c)(4) organizations and section 4947(a)(l) trusts are required to report the amount of grants and allocations to others, the total
expenses, and revenue. if any, for each program service reported
4a (Code (Expenses 13, 117 707 . including grants of 12, 636, 917 . (Revenue 15, 418, 786.)
5 L PEP. I Q
3-9111.35 IFLAE EQRLT 3. E r_ I 5130.0 E53. EDQCBI -
BE BED. IKE. 5319.. L
91139 E N5. LI 9 _3_0 110.13 1. Q54
L
PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO
4b(Code )(Expenses 193,795. including grants of 176,293.)
NEW PHILANTHROPY STUDIES (NPS) . THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A
4c (Code (Expenses 522, 417 . including grants of 1, 800 . (Revenue 322,000 .
CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP) .
fr EBB ISEQEY: EIEE: 102?: Iisisinisi I I Z
.0 120.01 .159 <;o_Uy L. 3149 -
.
g
g r q
4d Other program services. (Describe in Schedule 0
(Expenses 349, 120 . including grants of L 685 . )(Rivenue 650, 000 .
4e Total program service expenses BAA TEEADIOZ 07I20I09 Form 990 (2009)
CITIZENAUDIT.ORG PAGE #004
-
Form 990 (2009) Donors Trust, Inc. 522166327 Page3
{Part IV Ichecklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If Yes,complete
Schedule A 1 X
2 Is the organization required to complete Schedule B, Schedule of Contributors? 2 X
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If Yes, complete Schedule C, Part I 3 X
4 Section 501(c)(3) organizations Did the organization engage in lobbying activities? If Yes, complete
Schedule C, Part ll 4 X
5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) notice and
reporting requirement and proxy tax? If Yes, complete Schedule C, Part Ill 5
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to
6
advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule D,
a 6 X
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, historic land areas or historic structures? If Yes, complete Schedule D, Part ll 7 X
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If Yes,
complete Schedule D, Part Ill 8 X
9 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X,
or provide credit counseling, debt management, credit repair, or debt negotiation services? If Yes, complete
Schedule D, Part IV 9 X
10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If
Yes, complete Schedule D, Part V 10 X
11 Is the organization's answer to any of the following questions Yes? If so, complete Schedule D, Parts Vl, Vll, IX, or
X as applicable 11 X
0 Bidpthe organization report an amount for land, buildings and equipment in Part X, line 10? If Yes, complete Schedule
art Vl
0 Did the organization report an amount for investments other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If Yes, complete Schedule D, Part
0 Did the organization report an amount for investments program related in Part X, line 13 that is 5% or more of its total
assets reported in Part X, line 16? If Yes, complete Schedule D, Part
0 Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
Part X, line 16? lf Yes,complete Schedule D, Part IX
0 Did the organization report an amount for other liabilities in Part X, line 25? If Yes, complete Schedule D, Part X
0 Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organizaiton's liability for uncertain tax positions under FIN 48? lf'Yes, complete Schedule D, Part X
12 Did the organization obtain separate, independent audited financial statement for the tax year? If Yes, complete
Schedule D, Parts Xl, Xll, and 12 X
12AWas the organization included in consolidated, independent audited financial statement for the tax Yes No
year? If Yes, completing Schedule 0, Parts Xl, Xll, and is optional I12 A X
13 Is the organization a school described in section If Yes, complete Schedule E 13 X
143 Did the organization maintain an office, employees, or agents outside of the United States? 14a X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, tundraising,
business, and program service activities outside the United States? If Yes, complete Schedule F, Partl 14b X
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If Yes, complete Schedule F, Part ll 15 X
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to
individuals located outside the United States? If Yes, complete Schedule F, Part Ill 16 X
17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and He? If Yes, complete Schedule G, Part! 17 X
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part
lines 1c and 8a? If Yes, complete Schedule G, Part ll 18 X
19 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If Yes,
complete Schedule G, Part 19 X
20 Did the organization operate one or more hospitals? If Yes, complete Schedule H 20 X
BAA
TEEA0103 02l12i'10
Form 990 (2009)
CITIZENAUDIT.ORG PAGE #005
Form 990 (2009)
Schedule J
Donors Trust, Inc. 522166327 Paged
Checklist of Required Schedules _(gontinued)
Yes No
21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part IX, column (A), line 1? If Yes, complete Schedule I, Parts I and II 21 X
22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part
IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts I and Ill 22 X
23 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 23 X
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000
as of the last day of the year, and that was issued after December 31, 2002? If 'Yes,' answer lines 24b through 24d and
complete Schedule K If No, go to line 25 24a X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 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 during the year? 24d
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If 'Yes,complete Schedule L, Partl 25a X
b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or If 'Yes,' complete
Schedule L, Part I 25b X
26 was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
disqualified person outstanding as of the end of the organization's tax year? If Yes, complete Schedule L, Part II 26 X
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
cg a grant selection comittee member, or to a person related to such an individual? If Yes, complete
c e ue art
28 was the organization a party to a business transation with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions)
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
c An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member)
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 in non-cash contributions? If 'Yes,complete Schedule M
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If 'Yes,' complete Schedule M
31 Did the organization liquidate, terminate, or dissolve and cease operations? If Yes, complete Schedule N, Part I
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If Yes, complete
Schedule N, Part II
33 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
34 Was the organization related to any tax-exempt or taxable entity? If Yes, complete Schedule R, Parts II, IV, and V,
line I
35 Is any relateg organization a controlled entity within the meaning of section 512(b)(13)? If Yes, complete Schedule R,
Part V, line
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If Yes, complete Schedule R, Part V, line 2
37 Did the organization conduct more than 5% of its activities through an entity that IS not a related organization and that IS
treated as a partnership for federal income tax purposes? If Yes, complete Schedule R, Part VI
33 Did the or anization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19?
Note. All orm 990 filers are required to complete Schedule 0
BAA
02I12I1O
28b Form 990 (2009)
CITIZENAUDIT.ORG PAGE #006
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year 12b|
BAA
Form 990 (2009) Donors Trust, Inc. 52-2166327 Page5
Wart V I Statements Regarding Other IRS Filings and Tax Compliance
Yes No
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U S
Information Returns Enter -0- if not applicable 1a 69
b Enter the number of Forms W-2G included in line la Enter -0- if not applicable 1 b
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming s 7
(gambling) winnings to prize winners? 1c X
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the N
calendar year ending with or within the year covered by this return 2a
2b If at least one is reported on line 2a. did the organization file all required federal employment tax returns? 2b X
Note. If the sum of lines la and 2a is greater than 250. you may be required to e-file this return (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by
this returnfiled a Form 990-T for this year? If No, provide an explanation in Schedule 0 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a X
b If 'Yes,' enter the name of the foreign country F
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and
Financial Accounts
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X
b Did any taxable party notify the organization that it was or IS a party to a prohibited tax shelter transaction? 5b X
c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited
Tax Shelter Transaction? 5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible? 6a X
b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not
deductible? 6b
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services
provided to the payor? 7a X
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? 7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file
Form 8282? 7c X
d If 'Yes,' indicate the number of Forms 8282 filed during the year I 7d| l
e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal
benefit contract? 7e X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If X
g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? 7g
h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? 7h
8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the J
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business -
holdings at any time during the year? 8 X
9 Sponsoring organizations maintaining donor advised funds. J
a Did the organization make any taxable distributions under section 4966? 9a X
b Did the organization make any distribution to a donor, donor advisor, or related person? 9b X
10 Section 501(c)(7) organizations. Enter
a Initiation fees and capital contributions included on Part line 12 10a
b Gross Receipts, included on Form 990, Part line 12, for public use of club facilities 10b
11 Section 501 organizations. Enter
a Gross income from other members or shareholders 11 a I
b Gross income from other sources (Do not net amounts due or paid to other sources against J
amounts due or received from them 11 b 4
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a
Form 990 (2009)
CITIZENAUDIT.ORG PAGE #007
Form990(2009) Donors Trust, Inc. 522166327 Pages
I931 V I Governance, Management and Disclosure For each 'Yes response to lines 2 through 7b below, and for
a No response to line 8a, 8b, or l0b below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Section A. Governing Body and Management
Yes No
1 a Enter the number of voting members of the governing body 1 a 5 E
b Enter the number of voting members that are independent 1b 5 l
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other I
officer, director, trustee or key employee? 2 X
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person? 3 X
4 Did the organization make any significant changes to its organizational documents 4 X
since the prior Form 990 was filed?
5 Did the organization become aware during the year of a material diversion of the organization's assets? 5 X
6 Does the organization have members or stockholders? 6 X
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body? 7a X
b Are any decisions of the governing body subiect to approval by members, stockholders, or other persons? 7b X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following
a The governing body? 8a X
b Each committee with authority to act on behalf of the governing body? 8b X
9 ls there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If Yes, provide the names and addresses in Schedule 0 9 X
Section B. Policies (This Section 8 requests information about policies not required by the Internal
Revenue Code
Yes No
10a Does the organization have local chapters, branches, or affiliates? 10a X
b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization? 10b
11 Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form? 11 X
11 ADescribe in Schedule 0 the process. if any, used by the organization to review this Form 990 l
12a Does the organization have a written conflict of interest policy? If No, go to line 73 12a X
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts? 12b X
c Does the organization re ularly and consistently monitor and enforce compliance with the policy? If 'Yes, describe in
Schedule 0 how this is one 12c X
13 Does the organization have a written whistleblower policy? 13 X
14 Does the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO. Executive Director, or top management official 15a X
b Other officers of key employees of the organization 15b X
If Yes to line 15a or 15b, describe the process in Schedule 0 (See instructions)
16a Did the organization invest in, contribute assets to, or participate in a ]OIllt venture or similar arrangement with a taxable --
entity during the year? 163 X
b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation J
in ]0|l'll venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt -
status with respect to such arrangements? 16b
Section C. Disclosures
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 if applicable), 990, and 990-T (50l(c)(3)s only) available for public
inspection Indicate how you make these available. Check all that apply
D Own website D Another's website Upon request
19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public.
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization
>Donors Trust VA 22314-2903 (703) 535-3563
BAA Form 990 (2009)
02105110
CITIZENAUDIT.ORG PAGE #008
I
Form 990 (2009) Donors Trust, Inc. 52-2166327 Page?
Com ensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Emp oyees, and Independent Contractors
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the
organizations's tax year Use Schedule J-2 if additional space is needed
0 List all of the organization's current officers directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- in columns (0), (E), and if no compensation was paid
0 List all of the organization's current key employees. See instructions for definition of key employees
0 List the organization's five current hi hest compensated employees (other than an officer, director, trustee, or key employee) who
received reportable compensation (Box 5 of orm W2 andlor Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any
related organizations
0 List all of the organization's former officers, key emplo ees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any relate organizations
0 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations
List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated
employees; and former such persons
D Check this box if the organization did not compensate any current officer, director, or trustee.
(A) (B) (C) (D) (E) (F)
Name and Title At:"a9 P5't'" (Check 3" hat 39000 Reportable Reportable Estimated
'5 5 .. O 3, I compensation from compensation from amount of other
per week anization related oganizations compensation
(W-211 9-MISC) 9-MISC) from the
12organization
g_ E Q and related
r; 1 ..-, 3 organizations
11 E
3
Eel}
President CEO 40.00 X X 163,314. 0. 0.
_K_in_ib_e_r11 .0- |2e_n:1i_e -
Chairman 0.00 X X 0. 0. O.
_JsI2e_s_ Ei_e_r :-z0_n
Vice Chairman 0.00 X X 0. 0. 0.
_Ne 2h_a11i_e_1_ 9 _M9fa;t
Sec-Treas. 0.00 X X 0. 0. 0.
V_i 3Ll_ifL1 1iu_m
Director 0.00 X 0. 0. 0.
l_i_s;s e _C.liet_t
Chief Operating Officer 40.00 X X 122,875. 0. 0.
ALL MAY BE REACHED
BAA TEEAO107 iirio/o9 Form 990 (2009)
CITIZENAUDIT.ORG PAGE #009
J g I
Form 990 (2009) Donors Trust, Inc.
52-2166327
Page 8
I Part VII I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont.
(A) (3) (C) (D) (E) (F)
Name and Title At:'a9e (Check 3" "'31 399' Reportable Reportable Estimated
5 0 X I compensation from compensation from amount of other
Per Week - anization related oganizations compensation
9-MISC) 9-MISC) from thle
9* -2 - 3 L3 organiza ion
E. 8 E 8 n and related
5 .2 3 organizations
1bTota| 286,189. 0. 0.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation
from the organization 2
3 Did the organization list any former officer, director or trustee. key employee, or highest compensated employee
on line la? If 'Yes, complete Schedule J for such individual
4 For any individual listed on line la, IS the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for such
individual
5 Did any person listed on line la receive or accrue compensation from any unrelated organization for services
rendered to the organization? If Yes, complete Schedule J for such person
Section B. Independent Contractors
Yes
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization
(A)
Name and business address
(3)
Description of Services
(C)
Compensation
Richard Vedder 7464 Ridgeview Circle Athens
OH 45701
Research, writing, speaking,
and administration
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 in compensation from the organization 1
BAA
TEEA0108 01130110
l
l
Form 990 (2009)
CITIZENAUDIT.ORG PAGE #010
Form 990 (2009) Donors Trust, Inc. 52-2166327 Page9
lPart I Statement of Revenue
(A) (B) (D)
Total revenue Related Or Unrelated REVENUE
exempt business excluded from tax
function revenue under sections
revenue 512, 513Federated campaigns 1a E
b Membership dues 1 b l
3% c Fundraising events 1c I
gg d Related organizations 1d 3
e Government grants (contributionsAll other contributions, gifts, grants, and l
similar amounts not included above Noncash contribns included in Ins la-lfhTotal.AddIines1a-1f 16,778,729.
g Business Code if g
E 561000 620,820. 620,820All other program service revenue
E g Total. Add lines 2a-2f 620 820 .
3 Investment income (including dividends, interest and
other similar amountsIncome from investment of tax-exempt bond proceeds
5 Royalties
Real (ii) Personal
6a Gross Rents 4 220 . l
b Less rental expenses
cRenta|incomeor(|oss) 4,220. M g
d Net rental income or (lossGross amount from sales of (0 Secunhes other
assets other than inventory Less cost or other basis
and sales expenses cGainor(|oss) -40,779.
dNetgainor(loss) -40,779. 0. 0. -40,779.
M 8a Gross income from fundraising events
3 (not including S i
E of contributions reported on line 1c). 1
See Part IV. line 18 a E
b Less direct expenses b E
O c Net income or (loss) from fundraising events
9a Gross income from gaming activities 5
See Part IV, line 19 a E
b Less: direct expenses b
c Net income or (loss) from gaming activities
10a Gross sales of inventory, less returns
and allowances a
b Less cost of goods sold b W 1
c Net income or (loss) from sales of inventory
Miscellaneous Revenue Business Code All other revenue
e Total. Add lines 11a-11d
12 Total revenue. See instructions 17,429,099. 620,820. 0. 29, 550.
BAA TEEA0109 02I12l'10 Form 990 (2009)
CITIZENAUDIT.ORG PAGE #011
Form 990 (2009)
liart IX 7 Statement of Functional Expenses
Donors Trust, Incl
52-2166327
Page 10
Section 501(c)(3) and 501(c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
00
6b,
not include amounts re cried on lines
7b, 8b, 9b, and 70b of art
(A)
Total expenses
(3)
Program service
expenses
Management and
general expenses
(0)
Fundraising
expenses
Grants and other assistance to governments
and grganizations in the U S See Part IV,
line
Grants and other assistance to individuals in
the U 8 See Part IV, line 22
Grants and other assistance to governments,
organizations. and individuals outside the
U.S See Part IV, lines 15 and 16
Benefits paid to or for members
Compensation of current officers, directors,
trustees. and key employees
Compensation not included above. to
disqualified persons (as defined under
section 4958(f)(l) and persons described in
section 4958(c)(3)(B)
Other salaries and wages
Pension plan contributions (include section
401(k) and section 4-03(b) employer
contributions)
Other employee benefits
Payroll taxes
Fees for services (non-employees)
a Management
b Legal
c Accounting
d Lobbying
e Prof fundraising See Part IV, In 17
f Investment management fees
g Other
Advertising and promotion
Office expenses
Information technology
Royalties
Occupancy
Travel
Payments of travel or entertainment
expenses for any federal, state, or local
public officials
Conferences, conventions, and meetings
Interest
Payments to affiliates
Depreciation, depletion, and amortization
Insurance
Other expenses Itemize expenses not
covered above (Expenses grouped together
and labeled miscellaneous may not exceed
5% of total expenses shown on line 25
below
b_P9 s_t_a9~: c_1e_1_i!e_ry
d Utilities
l All other expenses
Total functional expenses. Add lines I through 24f
12,641,403.
12,641,403.
301,939.
178,354.
21,241.
102,344.
140,235.
114,889.
6, 713.
18,633.
104,912.
101,629.
1,149.
2,134.
106,261.
79, 695.
21,218.
5,348.
13,789.
13,441.
261.
87.
894,247.
867,301.
3,008.
23, 938.
49,866.
1,941.
0.
47,925.
14,567.
11,693.
1,006.
1,868.
4,102.
4,091.
41
53, 851.
40,471.
4,683.
8,697.
90,323.
78,276.
0.
12,047.
5,954.
4,820.
397.
737.
3,200.
2,400.
280.
520.
14,485.
12,885.
560.
1,040.'
9,497.
7,966.
536.
995.
7,526.
5,934.
557.
1,035.
5,159.
3,897.
442.
820.
7,853.
4,121.
60.
3,672.
15,204.
7,832.
7,372.
0.
14,484,373.
14,183, 039.
69,487.
231,847.
26
Joint costs. Check here I if following
SOP 98-2 Complete this line only if the
organization reported in column (B) Joint
costs from a combined educational
campaign and fundraising solicitation
BAA
TEEA0110 02105110
Form 990 (2009)
CITIZENAUDIT.ORG PAGE #012
Form 990 (2009) Donors Trust, Inc. 52-2166327 Page 11
FPart X I Balance Sheet
(A) (3)
Beginning of year End of year
1 Cash non-interest-bearing 1
2 Savings and temporary cash investments Pledges and grants receivable, net 3
4 Accounts receivableReceivables from current and former officers, directors, trustees, key employees,
and highest compensated employees Complete Part II of Schedule L 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(I))
A and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L 6
3 7 Notes and loans receivable, net 7
5 8 Inventories for sale or use 8
s 9 Prepaid expenses and deferred charges 9
10a Land, buildings, and equipment. cost or other basis 10a 68 980 . E
Complete Part VI of Schedule D J
b Less. accumulated depreciation 10b 31, 525. 31, 980. 10c 37, 455.
11 Investments publicly-traded securities 1, 556Investments other securities See Part IV, line 11 250, 000 . 12
13 Investments program-related. See Part IV, line II 13
14 Intangible assets 14
15 Other assets See Part IV, line Total assets. Add lines I through I5 (must equal line 34) 10, 550, 875 . I6 13, 798, 855 .
17 Accounts payable and accrued expenses Grants payable I8
19 Deferred revenue 19
20 Tax-exempt bond liabilities 20
Q 21 Escrow or custodial account liability Complete Part IV of Schedule D 21
22 Payables to current and former officers, directors, trustees, key emplo ees, F
_ir highest compensated employees, and disqualified persons Complete art It
ll: of Schedule L 22
s 23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable to unrelated third parties 24
25 Other liabilities. Complete Part X of Schedule D 25
26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117, check here Ir and complete lines J
T 27 through 29 and lines 33 and 34.
S 27 Unrestricted netassets 10,536,840. 27 13,780,991.
E 28 Temporarily restricted net assets 28
E 29 Permanently restricted net assets 29
3 Organizations that do not follow SFAS 117, check here El and complete 1
5 lines 30 through 34. r
3 30 Capital stock or trust principal, or current funds 30
g 31 Paid-in or capital surplus, or land, building, and equipment fund 31
k 32 Retained earnings, endowment, accumulated income, or other funds 32
g 33 Total net assets or fund balances 10,536,840. 33 13,780, 991.
5 34 Total liabilities and net assetslfund balances BAA Form 990 (2009)
CITIZENAUDIT.ORG PAGE #013
Form 990 (2009) Donors Trust, Inc.
[Part XI I Financial Statements and Reporting
52-2166327
Page 12
1 Accounting method used to prepare the Form 990
It the organization changed its method of accounting from a prior year or checked 'Other,' explain
in Schedule 0
2a were the organization's financial statements compiled or reviewed by an independent accountant?
Cash Accrual Other
b Were the organization's financial statements audited by an independent accountant?
c lf 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and
If the organization changed either its oversight process or selection process during the tax year, explain
in Schedule 0
selection of an independent accountant?
d If 'Yes' to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
consolidated basis, separate basis, or both:
E Separate basis Consolidated basis
D Both consolidated and separate basis
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular A-1337
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 in Schedule 0 and describe any steps taken to undergo such audits
Yes BAA
OZIOSIIO
Form 990 (2009)
CITIZENAUDIT.ORG PAGE #014
SCHEDULE A
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1)
nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
2509
Open to Public
Inspection
Name of the organization
Donors Trust, Inc.
Employer identification number
52-2166327
IPartl [Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box)
1 A church, convention of churches or association of churches described in section
2 A school described in section 17IJ(b)(1)(A)ai). (Attach Schedule E
3 A hospital or cooperative hospital service organization described in section
4
A medical research organization operated in coniunction with a hospital described in section Enter the hospital's
name. city, and state
5 (Complete Part II
6
7
In section (Complete Part II
8
9
A community trust described in section (Complete Part II
D An organization that normally receives (1) more than 33-1/3 of its support from contributions, membership fees, and gross receipts
I A federal, state, or local government or governmental unit described in section
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
D An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section
from activities related to its exempt functions subject to certain exceptions, and (2) no more than 33-1/3 of its support from gross
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975 See section 509(a)(2). (Complete Part
11
10 An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or can out the purposes of one or
more publicly supported organizations described in section 509(a)(l) or section 509(a)(2) See section Check the box that
describes the type of supporting organization and complete lines lie through
b Type II
a El Type I
509(a) (2)
-i
check this box
g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
c El Type Functionally integrated
e D By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other
than foundation managers and other than one or more publicly supported organizations described in section 509(a)(l) or section
d [1 Type Other
a person who directly or indirectly controls, either alone or together with persons described in (ii) and
below. the governing body of the supported organization?
(ii) a family member of a person described in above?
a 35% controlled entity of a person described in or (ii) above?
h Provide the following information about the supported organizations
If the organization received a written determination from the IRS that is a Type I, Type II or Type supporting organization, D
11
11
11
Name of Supported
Organization
(ii) EIN
Type of organization
(described on lines 1-9
above or IRC section
(see instructions
(iv) Is the (V) Did you notify (vi) Is the
or anization in col the organization in organization in col
i) listed in your col of (I) organized in the
overning your support? U S
ocument7
Yes No Yes No Yes No
(vii) Amount of Support
Total
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Fomi 990 or 990-El.
TEEAO4O 1
02105110
Schedule A (Form 990 or 990-EZ) 2009
CITIZENAUDIT.ORG PAGE #015
Schedule A (Form 990 or 990-EZ) 2009 Donors Trust Inc . 522166327 Page 2
|Part ll ISupport Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I
Section A. Public Support
Yea 2005 2006 2007 2008 2009 (0 Total
1 Gifts, grants, contributions and
membership fees received SDO
not include unusual grants.
2 Tax revenues levied for the
organization's benefit and
either paid to it or expended
on its behalf
3 The value of services or
facilities furnished to the
organization by a governmental
unit without charge Do not
include the value of services or
facilities generally furnished to
the public without charge
4 Total. Add lines 1-through 3
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column
2 805,881. 4,866,975. 12,188,446. 10,634,041. 16,778_,729. 47,274,072.
2,805,881. 47,274,072.
9, 361;, 925.
6 Public support. Subtract line 5
from line4 37,912,147.
Section B. Total Support
2005 2006 2007 2008 2009 Total
beginning in)
7 2,805,881. 4,866,975. 12,188,446. 10,634,041. 16,778,729. 47,274,072.
8 Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income form
similarsources 45,954. 111,726. 271,453. 284,903. 70,330. 784,366.
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on
10 Other income Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV
11 Total sup ort. Add lines 7
throughl 48,058,438.
12 Gross receipts from related activities, etc (see instructions) I 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)
organization, check this box and stg) here I-1
Section C. Computation of Public Support Percentage
14 Public support percentage for 2009 (line 6, column (1) divided by line 11, column 14 78 . 89
15 Public support percentage from 2008 Schedule A. Part ll, line 14 15 73 . 7 9
16a 33-113 support test 2009. if the organization did not check the box on line 13, and the line 14 is 33-1/3 or more, check this box
and stop here. The organization qualifies as a publicly supported organization
b 33-113 support test 2008. If the organization did not check a box on line 13, or 16a, and line 15 is 33-18% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
17a 10%-facts-and-circumstances test 2009 If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%
or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part IV how
the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization D
b 10%-facts-and-circumstances test 2008. If the or anization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the facts-an -circumstances test, check this box and stop here. Explain in Part IV how the
organization meets the facts-and-circumstances' test The organization qualifies as a publicly supported organization F
18 Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions
BAA Schedule A (Form 990 or 990-EZ) 2009
TEEAO4-02 10108109
CITIZENAUDIT.ORG PAGE #016
Schedule A (Form 990 or 990-EZ) 2009
Donors Trust,
Inc.
|Part Isupport Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I
Section A. Public Support
52-2166327
Page 3
Calendar year (or fiscal yr beginning in)
1
6
Gifts, grants, contributions and
membership fees received SDO
not include unusual grants.
Gross receipts from
admissions, merchandise sold
or services performed, or
facilities furnished in a activity
that IS related to the
organization's tax-exempt
purpose
Gross receipts from activities that are
not an unrelated trade or business
under section 513
Tax revenues levied for the
or anization's benefit and
eit er paid to or expended on
its behalf
The value of services or
facilities furnished by a
governmental unit to the
organization without charge
Total. Add lines 1 through 5
7a Amounts included on lines 1,
8
2, 3 received from disqualified
persons
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of 1% of
the amount on line 13 for the
year
c Add lines 7a and 7b
Public support (Subtract line
7c from line 6)
Section B. Total Support
2005
2006
2007
2008
2009
(0 Total
Calendar year (or fiscal yr beginning inSection C. Computation of Public Support Percentage
Amounts from line 6
a Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income form
similar sources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b
Net income from unrelated business
activities not included inline 10b,
whether or not the business IS
regularly carried on
Other income Do not include
gain or loss from the sale of
t I t E I
gap; Iavasse s( xp am in
Total support. (add Ins 9.10:, II, and 12)
First ve years. If the Form 990 is for the organization's first, second. third, fourth, or fifth tax year as a section 501(c)(3)
2005
2006
2007
2008
2009
(1) Total
organization, check this box and stop here
15 Public support percentage for 2009 (line 8, column (0 divided by line 13, column (0) 15
16 Public support percentage from 2008 Schedule A, Part line 15 16
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2009 (line 100, column divided by line 13, column (0) 17
18 Investment income percentage from 2008 Schedule A, Part line 17 18
19a 33-1I3 support tests - 2009. If the organization did not check the box on line 14. and line 15 IS more than 33-113%,
more than check this box and stop here. The organization qualifies as a publicly supported organization
%anization did not check a box on line 14 or 19a, and line 16 is more than 33-1l3/o, and line 18
ox and stop here. The organization qualifies as a publicly supported organization
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
Schedule A (Form 990 or 990-EZ) 2009
b 33-1I3 support tests 2008. If the or
is not more than 33-113%, check this
BAA
TEEA0403 02115110
and line 17 is not
D
IH
CITIZENAUDIT.ORG PAGE #017
Schedule A (Form 990 or 990-EZ) 2009 Donors TrustL Inc . 52-2166327 Page4
II Supplemental Information. Complete this part to provide the explanations required by Part II, line 10;
Part II, line 17a or 17b; and Part line 12. Provide any other additional information. See instructions.
BAA TEEA0404 oziosrio Schedule A (Form 990 or 990EZ) 2009
CITIZENAUDIT.ORG PAGE #018
SCHEDULE D .
(Form 990) Supplemental Financial Statements 0
Complete if the organization answered Yes, to Form 990, fa--
Part iv, lines 6, 7, 8, 9, 10,11, or_12. Open to_ Public I
Internal Revenue Service Attach to Fomi 990. See separate instructions Inspection i
Name of the organization Employer Identication number
Donors Trust, Inc. 522166327
IPGI1 I lorganizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.
Donor advised funds Funds and other accounts
1 Total number at end of year 99 .
2 Aggregate contributions to (during yearAggregate grants from (during year) 12 636, 917 .
4 Aggregate value at end of year 10 4 65, 260 .
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? Yes D No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor or for any other
purpose conferring impermissible private benefit? Yes D No
lPart II Iconservation Easements Complete if the organization answered 'Yes' to Form 990, Part lV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply)
Preservation of land for public use recreation or pleasure) E Preservation of an historically important land area
Protection of natural habitat Preservation of certified historic structure
Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the
last day of the tax year
Held at the End of the Year
a Total number of conservation easements 2a
b Total acreage restricted by conservation easements 2b
c Number of conservation easements on a certified historic structure included in 2c
d Number of conservation easements included in acquired after 8/1 7/06 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year -
4 Number of states where property subject to conservation easement IS located I
5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations,
and enforcement of the conservation easement it holds? Yes No
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements
during the year
7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements
during the year
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
Yes No
9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement. and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements
|PaIl Ill lorganizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV,
the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following
amounts relating to these items
Revenues included in Form 990, Part line I
(ii) Assets included in Form 990, Part X
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following
amounts required to be reported under SFAS 116 relating to these items
a Revenues included in Form 990, Part line I .
b Assets included in Form 990, Part X
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2009
02102110
CITIZENAUDIT.ORG PAGE #019
Schedule D (Form 990) 2009 Donors Trust Inc . 52-2 1 66327 Page 2
[Part lorganizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acquisition accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a Public exhibition cl H Loan or exchange programs
b Scholarly research e Other
c Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part XIV.
II Yes H No
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
IPBI1 IV |Escrow and Custodial Arrangements Complete if 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 intermediary for contributions or other assets not
included on Form 990, Part X7
b If 'Yes,' explain the arrangement in Part XIV and complete the following table
El Yes D No
Amount
c Beginning balance
d Additions during the year
e Distributions during the year
f Ending balance
2a Did the organization include an amount on Form 990, Part X, line 217 Yes No
b If 'Yes,' explain the arrangement in Part XIV
|Part V IEndowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line 10.
Current year Prior year Two years back Three years back Four years back
8,939,680. 9,448,610. I
16,592,079. 10,556,791. I
c Net Investment earnings, gains, 1
1 a Beginning of year balance
b Contributions
and losses 324,215. -472,097.
dGrants or scholarships 12, 641,403. 9,366,969.
e Other expenditures for facilities
and programs 976,327. 1,103,256.
1 Administrative expenses 186, 338 . 115, 399 . 1
gEnd ofyearbalance 12,051,906. 8,939,680. 1
2 Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment I 100 . 00
b Permanent endowment 0 . 00
c Term endowment 0 . 00
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by
unrelated organizations
(ii) related organizations
b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R7
4 Describe in Part XIV the intended uses of the organization's endowment funds.
IPart Vi ]|nvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment Cost or other basis Cost or other Accumulated Book Value
(investment) basis (other) Depreciation
1 a Land
b Buildings
c Leasehold improvements dEquipment 50,285. 28,683. 21,602.
e Other
Total. Add lines la through Te (Column must equal Form 990, Pan X, column (8), line i0(c) I 37 4 55 .
BAA Schedule D (Form 990) 2009
TEEA3302 02102110
CITIZENAUDIT.ORG PAGE #020
Scheduleo (Form 990)2009 Donors Trust, Inc.
LPart VII IlnvestmentsOther Securities See Form 990, Part X, line 12.
52-2166327 Page3
Description of security or category
(including name of security)
Book value
Method of valuation
Cost or end-of-year market value
Financial derivatives
Closely-held equity interests
Other
Total. (Column must equal Form 990 Part X, col (8) line l2)
|Part Related (See Form 9904 Part X, l
me 13)
Description of investment type
Book value
Method of valuation
Cost or end-of-year market value
Total. (column musteaual Farm 990, Part)(, Col. (3) line I3.)
|Part IX |Other Assets (See Form 990, Part X, line 15)
Description Book value
Deposits 3,699.
Total. (Column must equal Form 990, Part X, col (B), line 15) 3, 699 .
IPartX
lOther Liabilities (See Form 990, Part X, line 25)
Description of Liability
Amount
Federal Income Taxes
Total. (Column must equal Farm 990, Part! (3) line 25)
2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability
for uncertain lax positions under FIN 48
BAA
TEEA3303 02102110
Schedule D (Form 990) 2009
CITIZENAUDIT.ORG PAGE #021
Schedule D (Form 990) 2009 Donors Trust Inc . 52-2 1 66327 Page 4
[Part XI I Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990. Part VlII,column (A), line 12) 17, 429, 099.
2 Total expenses (Form 990, Part IX, column (A), line 25Excess or (deficit) for the year Subtract line 2 from line Net unrealized gains (losses) on investments 2 99, 4 25 .
5 Donated services and use of facilities
6 Investment expenses
7 Prior period adjustments
8 Other (Describe in Part XIV)
9 Total adjustments (net) Add lines 4 through 8 2 99, 425 .
10 Excess or (deficit) for the year per audited financial statements Combine lines Wart XII I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part line 12
a Net unrealized gains on investments Donated services and use of facilities 2b
c Recoveries of prior year grants 2c
d Other (Describe in Part XIV) 2d
eAdd lines 2a through 2d 2e 299, 425.
3 Subtract line 2e from line1 3 17, 429, 099.
4 Amounts included on Form 990, Part line 12, but not on line1
a Investments expenses not included on Form 990, Part line 7b 4a
b Other (Describe in Part XIV) 4b
c Add lines 4a and 4b 4c
5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12 5 17 429L099 .
lPart |Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities 2a
b Prior year adjustments 2 b
c Other losses 2c
d Other (Describe in Part XIV) 2d
e Add lines 2a through 2d 2e
3 Subtract line 2e from line1 3 14, 484, 373.
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investments expenses not included on Form 990, Part line 7b 4a
b Other (Describe in Part XIV) 4b
c Add lines 4a and 4b 4c
5 Total expenses. Add lines 3 and 4c (This must equal Form 990, Part I, line 18[Part XIV Isupplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part lines Ia and 4, Part IV, lines lb and 2b, Part V,
|ir}e 4, Part X, line 2, Part XI, line 8, Part XII, lines 2d and 4b, and Part lines 2d and 4b Also complete this part to provide any additional
in ormation
BAA TEEA3304 02102110 Schedule D (Form 990) 2009
CITIZENAUDIT.ORG PAGE #022
Scheduleo (Form 990)2009 Donors Trust, Inc.
[7|3a_Lt Supplemental Information (contrnued)
52-2166327 Page5
BAA TEEA3305 07110109 Schedule D (Form 990) 2009
CITIZENAUDIT.ORG PAGE #023
SCHEDULE I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Or
Governments and Individuals in the
Complete if the organization answered Yes, to Fonn 990. Part IV, lines 21 or 22.
Attatch to Form 990.
gjanizations,
nited States
Name of the organization
Donors Trust.
lli'a'5t' General Information on Grants and Assistance
1 Does the organizat
the selection cri
2 Describe in Part
ion maintain records to substantiate the amount of the grants or assistance. the grantees eligibility for the grants or assistance, and
teria used to award the grants or assistance?
IV the organization's procedures for monitoring the use of grant funds in the United States
Employer identification nurribe
52-2166327
I Yes No
Laafrti Grants 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. Check this box if no one recipient received more than $5,000. Use
Part IV and
Schedule I-1 Form 990) if additional space is needed
~ii
1 Name and address of organization (13)
or government
IRC section
if applicable
Amount of cash grant
(9) Amount of non-cash
BSSISIBFICE
(0 Method of valuation
(book, FMV. appraisal,
(9) Description of
non-cash assistance
Purpose of grant
or assistance
2 Enter total numb
3 Enter total numb
er of section 501(c)(3) and government organizations
er of other organizations
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3901
02}
10/10
D
3'
Schedule I (Form 990) 2009
CITIZENAUDIT.ORG PAGE #024
ScheduleI(Form990)2009 Donors Trust, Inc. 52-2166327
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered Yes to Form 990, Part IV, line 22.
Use Part IV and Schedule I-1 (Form 990) if additional space IS needed.
Page 2
Type of grant or assistance Number of Amount of Amount of (9) Method of valuation (book, (0 Description of non-cash assistance
recipients cash grant non-cash assistance FMV. appraisal. other)
Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
_Pt: g e_n_d _e_a_cIg _g_rar3_t_ ;e_c_ip_i_e_n_t_a_ Q1
_Li_n_e_ 2 grant, _g;1_n_t_e _w_i;IL _n91; 31131 disq_ug;i_f_iq
BAA Schedule I (Form 990) 2009
TEEA3902
CITIZENAUDIT.ORG PAGE #025
OMB No 1545-0047
2009
Open to Public
lnspection
Compensation Information
For certain Ofcers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SCHEDULE J
(Form 990)
Complete if the organization answered 'Yes' to Form 990, Part IV, line 23.
me T'a'y Attach to Fonn 990. See separate instructions.
Internal Revenue Service
Employer identication number
52-2166327
Name of the organization
Donors Trust, Inc.
[Writ lQuestions Regarding Compensation
Yes No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line la Complete Part to provide any relevant information regarding these items
Housing allowance or residence for personal use
Payments for business use of personal residence
Health or social club dues or initiation fees
Personal services (e g maid, chauffeur, chef)
First-class or charter travel
Travel for companions
Tax indemnification and gross-up payments
Discretionary spending account
b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If 'No, complete Part to explain 1b
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line la? 2 X
3 Indicate which, if any, of the following the organization uses to establish the compensation of the organization's
CEOlExecutive Director Check all that apply
Compensation committee
Independent compensation consultant
Form 990 of other organizations
Written employment contract .
at
Compensation survey or study
Approval by the board or compensation committee
4 During the year, did any person listed in Form 990, Part Vll, Section A, line la with respect to the filing organization
or a related organization
a Receive a severance payment or change-of-control payment
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement?
If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.
5 For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization? 5a X
b Any related organization 5b X
If 'Yes' to line 5a or 5b, describe in Part
6 For persons listed in Form 990, Part Vll, Section A, line la, did the organization pay or accrue any compensation
contingent on the net earnings of.
a The organization (53 X
b Any related organization? 6b X
If 'Yes' to line 6a or 6b, describe in Part J
7 For person listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not
described in lines 5 and 67 If Yes, describe in Part 7 X
8 Were any amounts reported in Form 990, Part VII, aid or accrued pursuant to a contract that was subiect to the initial
contract exception described in Regs section 53 4 If 'Yes,' describe in Part 8 X
If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
9 section 53 9
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2009
02102110
CITIZENAUDIT.ORG PAGE #026
Schedule J (Form 990) 2009 Donors Trust Inc . 52-2166327 Page 2
'rt Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations described in the instructions on
row (ii) Do not list any individuals that are not listed on Form 990, Part VII
Note. The sum of columns must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line la
(3) 3F3kd0W|l Of and/0' C0mD|'1Sat|0n (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation
Base (ii) Bonus and incentive Other other deferred benefits reported m pnor
compensation compensation reportable compensation Form 990 or
compensation Form 990.EZ
(A) Name
0. 0. 15,750. 0. 1791064. 0.
Whitney L Ball (ii(ii)
0)
(ii)
W)
i)
(I)
(ii)
(ii)
05)
(ii)
BAA 02102110 Schedule J (Form 990) 2009
CITIZENAUDIT.ORG PAGE #027
ScheduleJ (Form 990) 2009 Donors Trust, Inc. 52-2166327 Page3
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1aAlso complete
this part for any additional information.
BAA Schedule J (Form 990) 2009
TEEA4103 06/23/09
CITIZENAUDIT.ORG PAGE #028
L - OMB No 1545-0047
Transactions with lnte rested Persons sJ
Complete if the organization answered
Yes on Form 990, Part IV, line 25a, 25b, 26, 27. 28a, 28b, or 28c, --
Department of me Treasury or Form 990-EZ, Part V, line 38a or 40b. Open to Public
Revenue same Attach to Form 990 or Form 990-EZ. See separate instructions. Inspection
Name of the organization Employer identication number
Donors Trust, Inc. 52-2166327
|PartI |Excess Benefit Transactions (section 501 and section 501(c)(4) organizations only).
Complete if the organization answered 'Yes' on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1 Name of disqualified person (In) Description of transaction (C) Corrected,
Yes No
2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year under
section 4958
3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization
I Part II Loans to andlor From Interested Persons.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 26 or Form 990-E2, Part V, line 38a.
(ii) Name of interested person and purpose (la) Loan to or from Original Balance due In default I) Approved (9) Written
the organization? principal amount y board or agreement
committee?
To From Yes No Yes No Yes No
Total W $2 (g i
|Part Ill IGrants or Assistance Benefitting Interested Persons.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 27.
Name of interested person Relationship between interested person and Amount and type of assistance
the organization
|Part IV IBusiness Transactions Involving Interested Persons.
Complete if the organization answered'Yes' on Form 990, Part IV, line 28a, 28b, or 28c.
Name of interested person Relationship between e) Amount of Description of transaction (0) Sharing of
interested person and the ransaction organization's
organization revenues
Yes No
Melissa Cliett Former COO 11,250. Consulting pursuant X
to written contract
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 Schedule L (Form 990 or 990-EZ) 2009
or 990-E2.
TEEMSOI 01130110
CITIZENAUDIT.ORG PAGE #029
SCHEDULE M Noncash Contributions Egg;
(Form 990)
Complete if the organizations answered 'Yes'
on Fonn 990, Part IV, lines 29 or 30. open To public
- Attach to Form 990. Inspection
Name of the organization Employer identication number
Donors Trust, Inc. 52-2166327
Irt I I Types of Property
(3) (C)
Check if Number of Revenues reported Method of determining
applicable Contributions on Form 990, revenues
Part line 1g
ArtWorks of art
ArtHistorical treasures
ArtFractional interests
Books and publications
Clothing and household goods
Cars and other vehicles
Boats and planes
Intellectual property
SecuritiesPublicly traded X 19 587 340 . Avg value day receipt
SecuritiesClosely held stock
SecuritiesPartnership, LLC, or trust interests
12 SecuritiesMisce|laneous
G
-I
i
13 Qualified conservation contribution-
Historic structures
14 Qualified conservation contributionOther
15 Real estateResidentia| X 1 1, 450, 000 . Sales price 2 months
16 Real estateCommercial after receipt
17 Real estateOther
18 Collectibles
19 Food inventory
20 Drugs and medical supplies
21 Taxidermy
22 Historical artifacts
23 Scientific specimens
24 Archeological artifacts
25 Other n-
25 Other I
27 Other
28 Other I
29 Number of Forms 8283 received by the organization during the tax year for contributions for which the
organization completed Form 828 Part IV, Donee Acknowledgement 29
Yes No
30a During the year, did the organization receive by contribution any property reported in Part 1. lines 1-28 that it must
hold for at least three years from the date of the initial contribution. and which is not required to be used for exempt
purposes for the entire holding period 30a X
b If 'Yes,' describe the arrangement in Part ll J
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 X
32a Does the organization hire or use third parties or related organizations to solicit, process. or sell
noncash contributions? 32a X
b If 'Yes,' describe in Part II
33 If the organization did not report revenues in column for a type of property for which column is checked,
describe in Part II.
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2009
TEEA4601 02108110
CITIZENAUDIT.ORG PAGE #030
Schedule M (Form 990) 2009 Donors Trust, Inc . 522166327 Page 2
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b,
and 33. Also complete this part for any additional information.
BAA TEEA4502 07:21:09 Schedule M (Form 990) 2009
CITIZENAUDIT.ORG PAGE #031
OMB No 1545-0047
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Complete it the organization answer 'Yes' to Fonn 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
Attach certified copies of any articles of dissolution, resolutions, or plans. Open to Public
Attach to Fomi 990 or 990-EZ. inspection
Name of the organization Employer identication number
Donors Trust. Inc. 52'2166327
IPartl I Liquidation, Termination, or Dissolution. Complete if the organization answered Yes to Form 990, Part IV, line 31, or Form 990-E2, line 36.
Use Schedule N-l if additional space is needed.
1 Description of asset(s) Date of Fair market value of Method of EIN of recipient Name and address of recipient IRC Code
distributed or transaction distribution asset(s) distributed or determining FMV for section of
expenses paid amount of transaction asset(s) distributed or recipient(s) (if
expenses transaction expenses tax-exempt) or
type of entity
Yes No
2 Did or will any officer, director, trustee, or key employee of the organization
a Become a director or trustee of a successor or transferee organization? 2a
b Become an employee of, or independent contractor for, a successor or transferee organization? 2b
c Become a direct or indirect owner of a successor or transferee organization? 2c
d Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination. or d|SSO|Ut|0l'l7 2d
e If the organization answered 'Yes' to any of the questions in this line, provide the name of the person involved and explain in Part
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ. TEEA4701 06I25I09 Schedule N (Form 990 or 990-EZ) 2009
CITIZENAUDIT.ORG PAGE #032
Schedule N (Form 990 or 990-E2) 2009 Donors Trust Inc . 52-2 1 66327 Page 2
Iiirtl ILiquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B) should equal -0- Yes No
3 Did the organization distribute its assets in accordance with its governing instrumenl(s)? If No, describe in Part 3
4a Did the organization request or receive a determination letter from the IRS that the organization's exempt status was terminated? 4a
b If 'Yes', provide the date of the letter Attach a copy of the letter and, if applicable, the organization's request for the letter
5a Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? 5a
b If 'Yes', did the organization provide such notice? 5b
6 Did the organization discharge or pay all liabilities in accordance with state laws? 6
7a Did the organization have any tax-exempt bonds outstanding during the year? 7a
b Did the organization discharge or defease tax-exempt bond liabilities in accordance with the Internal Revenue Code and state laws? 7b
c If Yes,' describe in Part how the organization defeased or otherwise settled these liabilities If No, explain in Part
lsale, Exchange, Disposition, or Other Transfer of More than 25% of the Organization's Assets. Complete this part if the organization answered
'Yes' to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Use Schedule N-l if additional space is needed.
1 Description of asset(s) Date of Fair market value of Method of EIN of recipient Name and address of recipient IRC Code
distributed or transaction distribution asset(s) distributed or determining FMV for section of
expenses paid amount of transaction asset(s) distributed or recipient(s) (if
expenses transaction expenses tax-exempt) or .
type of entity
See N Part
Yes No
2 Did or will any officer, director, trustee, or key employee of the organization: I
a Become a director or trustee of a successor or transferee organization? 2a
b Become an employee of, or independent contractor for, a successor or transferee organization? 2b
c Become a direct or indirect owner of a successor or transferee organization? 2c
cl Receive, or become entitled to, compensation or other similar payments as a result of the organization's significant disposition of assets? 2d
e If the organization answered 'Yes' to any of the questions in this line, provide the name of the person involved and explain in Part
BAA TEEA4702 01/30/10 Schedule N (Form 990 or 990-EZ) 2009
CITIZENAUDIT.ORG PAGE #033
Schedule N (Form 990 or 990-EZ) 2009 Donors Trust, Inc . 52-21 66327 Page 3
Supplemental Information. Complete to provide the information required by Part I, lines
2e, 7c; Part II, line 2e; and any additional information.
Part II, Line 1 THE ORGANIZATION HAD A GREATER THAN 25% TRANSFER OF
BAA TEEA4703 06l25I09 Schedule N (Form 990 or 990-EZ) 2009
CITIZENAUDIT.ORG PAGE #034
OMB No 1545-0047
SCHEDULE 0 Supplemental Information to Form 990
(Fonn 990) -769:
Complete to provide information for responses to specic questions on
Fonn 990 or to provide any additional information. Open to Public
W Attach to Form 990. Inspection
Name 07 W3 Employer identication number
Donors Trust. Inc. 52-2166327
Pt VI-A, Line 3 ORGANIZATION S OFFICERS . THE PROGRAMS WITH INDEPENDENT
BAA For Pnvacy Act and papenuork Reduction Act Notice. see the Instructions for Form 990. TEEAA901 O7I17I09 Schedule 0 (Form 990) 2009
CITIZENAUDIT.ORG PAGE #035
Schedule 0 (Form 990) 2009 Page 2
Name of the organization Employer identication number
Donors Trust, Inc. 52-2166327
CONTRACTORS THAT OVERSEE OTHER INDEPENDENT CONTRACTORS
BAA Schedule 0 (Form 990) 2009
TEEAA902 07117109
CITIZENAUDIT.ORG PAGE #036
SCHEDULER
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the orgarAizatirJ'n aili_swergi9lo'Yes'sto Form 990, Part IV, lines 33, 34. 35, 36, or 37.
ttac to orm . ee separate instructions.
OMB No I545-0047
P
.1
.-
.. -5
ii
%3*lns 1
..
Name ol the organization
Donors Trust, Inc.
ll:aTi1|] Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.)
Employer identication nurnber
52-2166327
A)
Name, address. and IN of disregarded entity
(3) (C)
Primary activity Legal domicile (state
or foreign country)
(D)
Total income
(E
End-of-year assets
(D
Direct controlling
entity
109 N Henry St, Alexandria 22314
Receive gift of real
property, dispose of same MD
1,450,000.
1,347,485.
Donors Trust, Inc .
El5_8_2
109 N Henry St, Alexandria 22314
Provide administrative
support services MD
175,000.
128,967.
Donors Trust, Inc .
109 N Henry St, Alexandria 22314
Research, writing,
educational MD
322,000.
371,648.
Trust, IDC .
one or more related tax-exempt organizations during the tax year.)
Identification of Related Tax-Exempt Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 because it had
(A)
Name, address, and EIN of related organization
(3) (C)
Primary activity Legal domicile (state
or foreign country)
(0)
Exempt Code section
(B
Public charity status
(if section 501(c)(3))
(D
Direct controlling
entity
Inc. 541934032
Grant making
MD 50l(c) (3)
509lal (1) Type 1 S0
BAA For Privacy Act and
Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEQSODI
02105. I0
Schedule R (Form 990) (2009)
CITIZENAUDIT.ORG PAGE #037
Schedule R (Form 990) 2009 Donors Trust,
Inc.
52-2166327 Page2
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnershi
3 during the tax year.)
(A)
Name, address, and EIN of
related organization
Primary Activity
(3) (0)
Legal
domicile
(state or
foreign
country)
Direct
controlling entity
(5)
Predominant
income (related,
unrelated, excluded
from tax under
sections 512-514)
(B
Share of total income
(G) (H)
Share of end-of-year
assets
Dispropor-
tionate
allocations?
(I) (J)
Code V-UBI General or
amount in box managing
20 of Schedule partner?
K-1
Yes
No (Form 1 Yes No
J
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered 'Yes' to Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(A)
Name, address, and EIN of related organization
(3)
Primary Activity
(0)
Legal domicile
country)
Direct
(state or foreign controlling entity
(E)
Type of entity
(C corp, S corp,
or trust)
(F)
Share of total income
(G) (H)
Share of end-of-year Percentage
assets ownership
TEEA5002 02105110
Schedule R (Form 990) (2009)
CITIZENAUDIT.ORG PAGE #038
Schedule R (Form 990) 2009 Donors Trust,
W Transactions With Related Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34, 35, or 36.)
Inc.
52-2166327
Page 3
Note Complete line 1 if any entity IS listed in Parts ll, or IV of this schedule.
1 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
Receipt of interest (ii) annuities royalties (iv) rent from a controlled entity
Gift, grant, or capital contribution to other organization(s)
Gift, grant, or capital contribution from other organization(s)
Loans or loan guarantees to or for other organization(s)
Loans or loan guarantees by other organization(s)
f Sale of assets to other organization(s)
g Purchase of assets from other organization(s)
h Exchange of assets
Lease of facilities. equipment, or other assets to other organization(s)
j Lease of facilities, equipment. or other assets from other organization(s)
k Performance of services or membership or fundraising solicitations for other organization(s)
I Performance of services or membership or fundraising solicitations by other organization(s)
m Sharing of facilities, equipment. mailing lists. or other assets
n Sharing of paid employees
0 Reimbursement paid to other organization for expenses
p Reimbursement paid by other organization for expenses
q Other transfer of cash or property to other organization(s)
r Other transfer of cash or property from other organization(the answer to any of the above is Yes. see the instructions for information on who must complete this line, including covered relationships and transaction thresholds
(A) (3)
Name of other organization Transaction
. type
(C)
Amount involved
(1) - No controlled entities as defined by IRC sec 512(b) (13).
(Z)
(3)
(4)
(5)
BAA TEEA5003 02/05110
Schedule R (Form 990) (2009)
CITIZENAUDIT.ORG PAGE #039
Schedule R (Form 990) 2009 Donors Trust Inc .
52-2166327
Part VI Unrelated Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 37.)
Page 4
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total asset or gross
revenue) that was not a related organization See Instructions regarding exclusion for certain investment partnerships
(A)
Name, address, and EIN of entity
(B) (C)
Primary activity Legal domicile
country)
Share of end-of-year
(state or foreign
(G)
Code V-UBI amount
in box 20 of
Schedule K-1
Form (1065)
(H)
General or
managing
partner?
Yes No
TEEA5004 0210511 0
Schedule R (Form 990) (2009)
CITIZENAUDIT.ORG PAGE #040
Donors Trust, Inc. 522166327 1
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 1 (continued)
Briefly describe the organization's mission:
RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE,
FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY
AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO NEEDS, AS
OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Schedule 0 (Form 990), Supplemental Information to Form 990
Form 990, Page 2, Part Line 4d (continued)
4dDescribe the exempt purpose achievements for each of the organization's other program
services. Section 501 and (4) organizations and 4947(a)(l) trusts are required to
report the amount of grants and allocations to others, the total expenses, and revenue, if any, for
each program service reported.
Code" Description: THE PROJECT ON FAIR REPRESENTATION (PFR) .
Expenses 134 244 . THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE
Grants Of 0. IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF
Revenue 150, 000. RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN THE
FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST
ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND
EMPLOYMENT.
Code. Description. THE SUPPLY SIDE PROJECT (SSP) .
Expenses 107,306. THE SUPPLY SIDE PROJECT DEVELOPS AND ADVANCES
Grants Of 0. FUNDAMENTAL MARKET-BASED REFORM PROPOSALS FOR
Revenue 100,000. SOCIAL SECURITY, MEDICADE, MEDICARE, WELFARE AND
HEALTH CARE .
Code. Description: CENTER FOR CLASS ACTION FAIRNESS (CCAF) .
Expenses 54,898. THROUGH PRO BONO REPRESENTATION OF CONSUMERS, CCAF
Grants Of 0 . SEEKS TO INCREASE NET AWARDS TO MEMBERS OF CLASS ACTION
Revenue 150,000. LAWSUITS THROUGH OBJECTIONS TO SETTLEMENTS PRODUCING
EXCESSIVE ATTORNEY FEES. AN ADDITIONAL GOAL IS A
REDUCTION IN MERTILESS CLASS ACTION SUITS AS TRIAL
ATTORNEYS AWARENESS OF CCAF S WATCHDOG ROLE INCREASES .
Code: Description: STUDENT FREE PRESS ASSOCIATION (SFPA) . THE STUDENT FREE
Expenses 0. PRESS ASSOCIATION IS AN ORGANIZATION RUN BY
Grants Of 0. VETERAN JOURNALISTS FOR THE BENEFIT OF BEGINNING
Revenue 75,000. JOURNALISTS. IT IDENTIFIES AND SUPPORTS COLLEGE
STUDENTS SEEKING TO IMPROVE CAMPUS JOURNALISM,
EXPLORE MEDIA CAREERS, AND COMMIT THEMSELVES TO THE
PRINCIPLES OF A FREE SOCIETY. THE SFPA BEGINNING IN DEC.
Code: Description: TALENT MARKET (TM) . A FREE TALENT RECRUITMENT PROGRAM
Expenses 49, 987. AVAILABLE TO CHARITIES WHOSE MISSION ALIGN WITH
Grants Of 0. CHARITABLE MISSION.
Revenue 175,000.
Code: Description THE HOLLYWOOD PROJECT (HPP) . TERMINIATED DURING 2009.
Expenses 2,685. THE PROJECT AIMED TO ADVANCE LIBERTY AND VIRTUE
Grants Of 2,685. IN AMERICA AND GLOBALLY BY TOUCHING CREATIVE
Revenue 0. PROFESSIONALS AT THE FULCRUM OF WORLD VISUAL
MEDIA: HOLLYWOOD .
CITIZENAUDIT.ORG PAGE #041
Donorsiiustinc. 522166327 2
Supporting Statement of:
Form 990 p 9/Noncash
Description Amount
Publicly traded securities 587,340.
Real estate 1,450,000.
Total
2037,340.
Supporting Statement of:
Form 990 p 9/Line 2f Oth Rel/Exmpt -1
Description Amount
Aministration services provided to supporting organization 620, 820 .
Tomi 620,820.
Supporting Statement of:
Form 990 p 9/Line 3 Column D
Description Amount
Interest and dividends 66Ll09.
Totai 6 6 1 0 9 .
Supporting Statement of:
Form 990 p 9/Real Gross Rents
Description Amount
Rent on donated real property received prior to property sale 4 220 .
Total 4 I 220 .
Supporting Statement of:
Form 990 p 9/Line 6d Column D
Description Amount
Non-trade or business rental income 4,220.
Total 4 E 220.
CITIZENAUDIT.ORG PAGE #042
Donors Trust, Inc. 522166327 3
Supporting Statement of:
Form 990 p 9/Sales of Securities
Description Amount
Proceeds from sale of marketable securities 2,389,730.
Recovery of expensed cost on sale of donated real property 540 .
Total
2,390,270.
Supporting Statement of:
Form 990 p 9/Gross Basis Amount
Description Amount
Basis of marketable securities sold 2,431,049.
Tmal 2,431,049.
Supporting Statement of:
Form 990 p 9/Line 6d Column D
Description Amount
Loss on sale of marketable securities -40,779.
Tom! 40,779.
Supporting Statement of:
Form 990 p 10/Line 1 col (B)
Description Amount
Cash grants to US tax exempt entities 12,641,403.
Tmal 12,641,403.
Supporting Statement of:
Form 990 p 11/Line 11, column (A)
Description Amount
Publicly traded mutual funds 1,325,501.
2000 Walgreen 49,340.
600 Resmed 22,488.
2500 Roper Inds 120,246.
CITIZENAUDIT.ORG PAGE #043
Donors Trust, Inc. 52-2166327
Conhnued
Supporting Statement of:
Form 990 p 11/Line 11, column (A)
Description Amount
1000 Forest Labs 25,470.
250 Abbott Labs 13,343.
Total
1,556,388.
Supporting Statement of:
Form 990 p ll/Line 11, column (B)
Description
Amount
Various publicly traded mutual funds
1,542,114.
2000 Walgreens 73,440.
80 BP 4,638.
40 XOM 2,728.
300 RAX 6,255.
120 CRM 8,852.
Total
1,638,027.
Supporting Statement of:
D, page 2/Part V, line 1e col
Description
Amount
Program related direct expenses
976,327.
Total
976,327.
Supporting Statement of:
D, page 2/Part V, line le col
Description
Amount
Program related direct expenses
1,103,256.
Total
1,103,256.
CITIZENAUDIT.ORG PAGE #044
SCHEDULE I (Form 990)
Part II, Line 1
Grantee (I) (I) EIN
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW. Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW. Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW. Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW. Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids MI 49503 38-2926822 501(c)(3)
Africa Fighting Malaria Int Inc. 1050 17th Street, NW, Suite 520 Washington DC 20036 30-0162292 501(c)(3)
Africa Fighting Malaria Int Inc 1050 17th Street, NW, Suite 520 Washington DC 20036 30-0162292 501(c)(3)
DONORS TRUST, INC EIN: '52-2166327
IRC lg) Amount Purpose
250 00 for general operations
250 00 for general operations
250.00 for general operations
250 00 for general operations
300 00 for general operations
400.00 for general operations
500.00 to qualify for matching funds challenge
1,000.00 for general operations
1,000.00 in response to Rudy Carrasco's letter
1,000 00 for general operations
1,700_00 to sponsor a student at Acton University
2,500 00 to sponsor a student at Acton University
2,500 00 for general operations
5,000 00 Lord Acton Circle table 2009 -
5,000 00 for general operations
5,000 00 for general operations
16,000 00 for general operations
American Border Patrol
American Border Patrol
2160 East Fry #426
2160 East Fry #426
Sierra Vista
Sierra Vista
Sierra Vista
85635-. 42-1542666
85635- 42-1542666
501(c)(3)
501(c)(3)
2,000 00 for general operations
2,000.00 for general operations
American Border Patrol
American Conservative Union Foundation
American Conservative Union Foundation
American Conservative Union Foundation
American Council on Science 8. Health
American Council on Science 8. Health
2160 East Fry Blvd., #426
1007 Cameron Street
1007 Cameron Street
1007 Cameron Street
1995 Broadway, 2nd Floor
s5s35- 42-1542666 501(c)(3)
22314 52-1294680 501(c)(3)
22314 52-1294680 501(c)(3)
22314 52-1294680 501(c)(3)
10023. 13291112? 501(c)(3)
1oo23- 13-2911127 501(c)(3)
2,500_00 for general operations
1,000.00 for CPAC
1,000 00 for general operations
7,500 00 for general operations
10,000.00 for general operations
198,000.00 for general operations
222
Alexandria
Alexandria VA
Alexand ria VA
New York NY
New York NY
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Heart Association
American Humanist Association
American Majority
American Majority
American Majority
SCHEDULE I (Form 990)
1995 Broadway, 2nd Floor
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
7272 Greenville Avenue
1777 T Street, NW
117 North 21st Street, Suite 4
117 North 21st Street, Suite 4
117 North 21st Street, Suite 4
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Dallas
Washington
Purcellville
Purcellville
Purcellville
20036 53-0213495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0218495
20036 53-0216495
20036 53-0218495
75231 13-5613797
20009- 94-616631 7
20132 26-1501154
20132 26-1501154
20132 26-1501154
Part II, Line 1
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
250 00 for general operations
500 00 for general operations
for Tom Donne|Iy's Center for Defense
1,000.00 Studies
for Tom Donne|Iy's Center for Defense
1,000.00 Studies
for Tom DonneI|y's Center for Defense
1,000.00 Studies
1,000.00 for general operations
for Tom DonnelIy's Center for Defense
1,000.00 Studies
1,000_00 for general operations
1,500 00 in response to Arthur Brooks letter
5,000 00 2009 Annual Dinner - Table
7,000.00 for general operations
10,000.00 for general operations
50,000 00 for general operations
250 00 for general operations
200.00 for general operations
6,500.00 for advertising
7,500.00 for general operations
17,550 00 to experiment with achieving growth
Page 1 of 12
CITIZENAUDIT.ORG PAGE #045
DONORS TRUST. INC
Grantee
American Majority
American Spectator Educational Foundation
American Spectator Educational Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Tax Refonn Foundation
Americans for Tax Reform Foundation
ASU Foundation, School of Earth Space E
ASU Foundation, School of Earth 8. Space E
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Ave Maria University
SCHEDULE I (Form 990)
(I)
117 North 21st Street. Suite 4
1611 N Kent Street, Suite 901
1611 N. Kent Street, Suite 901
2111 Wilson Blvd, Ste.
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste.
2111 Wilson Blvd, Ste.
2111 Wilson Blvd, Ste.
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste
2111 Wilson Blvd, Ste.
2111 Wilson Blvd, Ste
722 12th Street, NW, Suite 400
722 12th Street, NW, Suite 400
PO Box 671404
PO Box 871404
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
350
350
350
350
350
350
350
350
350
350
350
350
350
350
5050 Ave Maria Boulevard
SCHEDULE I (Form 990)
Part II, Line 1
(kl
lil
Purcellville
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arfington
Washington
Washington
Tempe
Tempe
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Ave Maria
(ll
20132
22209
22209
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20005
20005
EIN
26-1501 154
23-7002632
23-7002632
52-1527294
52-1527294
521527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1400492
52-1400492
B5287 86-6051042
85287 86-6051042
20005
20005
20005
20005
20005
20005
20005
20005
20005
20005
20005
20005
20005
20005
20005
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
34142' 03-0482006
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
EIN: '52-2155327
(9) Amount PWP059
35,000 00 for general operations
5,000.00 for general operations
10,000 00 for general operations
800 00 for general operations
1,200 00 for the card check project
1,500_00 for Washington State start-up
2,500 00 for general operations
5,000 00 for general operations
7,500 00 for AFPF Kansas
15,250 00 to experiment with achieving growth
25,000.00 support Eric Telford's Internet project
50,000 00 support policy work
82,000_00 for the "RightOnLine" effort
272,000 00 for Patients United proiect
272,000.00 for Patients United project
400,000 00 for general operations
400,000.00 for general operations
10,000.00 for general operations
20,050.00 for general operations
5,000 00 for the Origins Initiative
5,000.00 for the Institute of Human Origins
1,000 00 for general operations
1,000_00 for general operations
1,000_00 for general operations
1_000_00 for general operations
2,500 00 for general operations
FBO Center in Mongolia run by Batbold
5,000 00 and Jargal
FBO Imani Center (Franklin Cudioe, Accra,
5,000 00 Ghana)
FBO Instituto Bruno Leoni (Alberto
5,000.00 Mingardi)
5,000.00 for Tom Palmer program
5,000 00 for general operations
for The Free Market Foundation in South
Africa run by Eustace Davies and Leon
5,000 00 Louw
5,000 00 2009 Freedom Dinner
$1,000 for The Liberty Forum and $5,000
6,000 00 for general operations
to support a fellowship to fund Deroy
10,000 00 Murdock's research, writing, and speaking
50,000.00 to support the Rule of Law program
for Michael Novak's research project
10,000.00 support (specifically a reasearch assistant)
Page 2 of 12
CITIZENAUDIT.ORG PAGE #046
DONORS TRUST. INC
Grantee
Bill of Rights Institute
Bill of Rights Institute
Bill of Rights Institute
Bill of Rights Institute
Bill of Rights Institute
Bill of Rights Institute
Bill of Rights Institute
Boston College
Brighter Choice Foundation
Brookings Institution - Governance Studie
Capital Research Center
Capital Research Center
Capital Research Center
Capital Research Center
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Center for Competitive Politics
Center for Competitive Politics
Center for Competitive Politics
Center for Competitive Politics
Center for Competitive Politics
Center for First Principles
Center for First Principles
Chapman University, Economic Science Inst
SCHEDULE I (Form 990)
200 N Glebe Road, Suite 200
200 N Glebe Road, Suite 200
200 N. Glebe Road, Suite 200
200 N. Glebe Road, Suite 200
200 N. Glebe Road, Suite 200
200 N. Glebe Road, Suite 200
200 N. Glebe Road, Suite 200
140 Commonwealth Avenue
250 Central Avenue
1775 Massachusetts Ave., NW
1513 16th Street, NW
1513 16th Street, NW
1513 16th Street, NW
1513 16th Street, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
124 South West Street, #201
124 South West Street, #201
124 South West Street, #201
124 South West Street, #201
124 South West Street, #201
2615 O Street, NW
2615 O Street, NW
One University Drive
SCHEDULE I (Form 990)
Part II, Line 1
(ll
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Chestnut Hill
Albany
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Washington
Washington
Orange
Part II, Line (II
22203
22203
22203
22203
22203
22203
22203
02467
12206
20036
20036-
20036-
20036-
20036-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
20001-
22314
22314
22314
22314
22314
20007
20007
92866
(0) EIN
430391413
430391413
430391413
430391413
430391413
430391413
48-0891418
04-2103545
14-1825626
53-01 96577
52-1 289734
52-1289734
52-1 289734
52-1 289734
23-7432162
23-7432162
23-7432162
2 3-7432162
2 3-7432162
2 3-7432162
2 3-7432162
2 3-7432162
2 3-7432162
2 3-7432162
2 3-7432162
2 3-74321 62
2 3-74321 62
2 3-74321 62
2 3-74321 62
2 3-74321 62
23-7432162
2 3-74321 62
2 3-7432162
2 3-74321 62
20-3676886
20-3676886
20-3676886
20-3676886
20-3676886
52-21 54862
52-21 54862
95-1643992
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
Amount
.0
EIN: '52-2166327
Purpose
100 00 for general operations
1,000 00 for general operations
5,000.00 for general operations
5,000.00 for general operations
5,000 00 for general operations
5,000,00 Bill of Rights Institute dinner
6,000 00 for the Wakeeld school project
to establish the JMC-Veritas Higher
65,000 00 Education chair
f0l' general operations
for Pietro NovoIa's project - The
11,000 00 Governance Studies Project
500.00 for general operations
3,500 00 for general operations
4,000_00 for general operations
5,000_00 for general operations
200.00 for general operations
250.00 for general operations
250.00 for general operations
250.00 for general operations
500.00 for general operations
500.00 for general operations
500.00 for general operations
50000 for general operations
in response to the organization's climate
1,000_00 change ad
1,000 00 for the healthcare ad campaign
1,000,00 for general operations
1,000 00 for general operations
2,500 00 for general operations
5,000 00 for general operations
5,000 00 for general operations
5,000_00 for general operations
5,000 00 for general operations
5.000 00 Sponsorship for Friedman Dinner
5,000 00 for general operations
6,000 00 for general operations
1,000 00 for general operations
2,000 00 for general operations
5,000 00 for general operations
5,000 00 for general operations
7.000 00 for general operations
to support Foundation Management
2,000 00 Institute
5,000 00 for general operations
for Professor Smith's Economic Science
6,500 00 Institute
Page 3 of 12
CITIZENAUDIT.ORG PAGE #047
DONORS TRUST, INC
(al Grantee
Charles Schwab Gift Fund
Christian Freedom International
Church of the Redeemer
Citizens in Charge Foundation
Citizens in Charge Foundation
Clare Boothe Luce Policy Institute
Clare Boothe Luce Policy Institute
Coalition on Urban Renewal and Education
Cold Spring Harbor Laboratory
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee to Reduce Infection Deaths, Inc
Committee to Reduce Infection Deaths, Inc
Commonwealth Foundation for Public Policy
Commonwealth Foundation for Public Policy
Competitive Enterprise Institute
Competitive Enterprise Institute
Competitive Enterprise Institute
Competitive Enterprise Institute
Competitive Enterprise Institute
Conservative Agenda Project
Conservative Agenda Project
Conservative Agenda Project
Conservative Agenda Project
CSC Media Education Fund, Inc.
CSC Media Education Fund, Inc
Diocese of Stockton (CA)
Discovery Community Church
Duke University
E Pluribus Unum Films
E Pluribus Unum Films
East Harlem Churches Community Urban Ce
East Harlem Churches Community Urban Ce
Emory University
Ernest Martin Hopkins Institute
Ethics 8 Public Policy Center
SCHEDULE I (Form 990)
(ll
101 Montgomery Street
PO Box 560
379 Hammond Street
2050 Old Bridge Raod, Suite 103
2050 Old Bridge Raod, Suite 103
112 Elden Street, Suite P
112 Elden Street, Suite P
722 12th Street, NW. 4th Floor
PO Box 100
621 Harvest Court
621 Harvest Court
621 Harvest Court
621 Harvest Court
621 Harvest Court
621 Harvest Court
621 Harvest Court
185 E 85th Street, Suite 358
185 E. 85th Street, Suite 353
225 State Street, Suite 302
225 State Street, Suite 302
1899 L Street, NW, 12th FL
1899 L Street, NW, 12th FL
1899 L Street, NW, 12th FL
1899 L Street, NW, 12th FL
1899 L Street, NW, 12th FL
1025 Thomas Jefferson St NW, Ste Washington DC
1025 Thomas Jefferson St NW, Ste Washington DC
1025 Thomas Jefferson St NW, Ste Washington DC
1025 Thomas Jefferson St NW, Ste. Washington DC
PO Box 5331
PO Box 5331
2800 West March Lane, Ste 475
P.O Box 111840
PO Box 90204
2247 15th Avenue West
2247 15th Avenue West
325 East 101st Street
325 East 101st Street
1599 Clifton Road NE 4th FL
841 E Palace Avenue
1730 M Street, NW, Suite 910
SCHEDULE I (Fonn 990)
Part II, Line 1
(II (kl
San Francisco CA 94104 31-1640316
Sault Ste, Marie MI 49783 52-1283394
Chestnut Hill MA 02467 04-2103997
Lake Ridge VA 22192 13-4070270
Lake Ridge VA 22192 134070270
Herndon VA 20170 54-1672138
Herndon VA 20170 54-1672138
Washington DC 20005 31-1467594
Cold Spring Harbo NY 11724 11-2013303
Bel Air MD 21014 52-1462893
Bel Air MD 21014 52-1462893
BelAir MD 21014 52-1462893
Bel Air MD 21014 52-1462893
Bel Air MD 21014 52-1462893
Bel Air MD 21014 52-1462893
Bel Air MD 21014 52-1462893
New York NY 10028 20-2479678
New York NY 10028 20-2479678
Harrisburg PA 17101 23-2473845
Harrisburg PA 17101 23-2473845
Washington DC 20036 52-1351785
Washington DC 20036 52-1351785
Washington DC 20036 52-1351785
Washington DC 20036 52-1351785
Washington DC 20036 52-1351785
20007 26-4029303
20007 26-4029303
20007 26-4029303
20007 26-4029303
10185- 26-4129605
10185- 26-4129605
95219
98411
New York NY
New York NY
Stockton CA
Tacoma WA
Durham NC
Seattle WA
Seattle WA
27708 56-0532129
98119- 91 -2053400
98119- 91-2053400
New York NY
New York NY
10029 13-2765924
10029 13-2765924
Atlanta GA
Santa Fe NM
30322 58-0566256
87501 13-3351125
Washington DC 20036 52-1162185
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
(9) Amount
-2
46,831 30 for general operations
EIN: '52-2166327
Purpose
30,000.00 for general operations
12,500_0o for general operations
6,500 00 for advertising
15,000.00 for general operations
5,000 00 for general operations
10,000.00 for general operations
3,000 00 for general operations
25,000 00 for general operations
500 00 for general operations
1,000.00 for the Environmental Education Fund
24,750_00 for the Environmental Education Fund
197,444 70 for general operations
198,000 00 to hire staff -
200,000.00 for general operations
252,500 00 for the Environmental Education Fund
10,000.00 for general operations
10,000 00 for general operations
34,000 00 to support John Lott's projects
40,000.00 to support John Lott's projects
100.00 for general operations
200 00 for general operations
500 00 for general operations
2,000.00 for general operations
3,000.00 for general operations
27,000 00 for general operations
35,000 00 for general operations
35,000 00 for general operations
52,000.00 for general operations
100,000.00 for general operations
25,000.00 for general operations
10,000 00 for the "Church of Tomorrow Campaign"
2000000 for general operations
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
25,000 00 Fellowship
3,000 00 for EconomicThinking org
5,000 00 for EconomicThinking.org
for the Booker T. Washington Learning
10,000.00 Center
12,000 00 for general operations
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
25,000 00 Fellowship
27,653 00 for general operations
$10,000 for general operating funds,
25,000.00 $10,000 to support Jim Bowman research
Page 4 of12
CITIZENAUDIT.ORG PAGE #048
DONORS TRUST, INC
Grantee
Ethics Public Policy Center
Evergreen Freedom Foundation
Evergreen Freedom Foundation
Falls Church Episcopal Church
Federalist Society for Law Public Polic
Federalist Society for Law 8. Public Polic
Federalist Society for Law Public Polic
Foreign Policy Research Institute
Foreign Policy Research Institute
Forum for Scriptural Christianity, Inc
Forum for Scriptural Christianity. lnc.
Foundation for Cultural Review
Foundation for Cultural Review
Foundation for Cultural Review
Foundation for Cultural Review
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Ethics in Public Service
Foundation for Rational Economics 8. Educa
Foundation for Rational Economics 8. Educa
Foundation for Rational Economics 8. Educa
Foundation for Teaching Economics
Foundation for Teaching Economics
Foundation for Teaching Economics
Foundation for Teaching Economics
Fourth Presbyterian Church
Fourth Presbyterian Church
Fractured Atlas Productions, Inc.
Franklin Center
Franklin Center
Fred Hutchinson Cancer Research Center
FREE
FREE
Freedom Works Foundation
SCHEDULE I (Form 990)
(ll
1730 M Street. NW, Suite 910
PO Box 552
PO Box 552
115 East Fairfax Street
1015 18th Street, NW, Suite 425
1015 18th Street, NW, Suite 425
1015 18th Street, NW, Suite 425
1528 Walnut Street, Suite 610
1528 Walnut Street, Suite 610
308 East Main Street, Box 150
308 East Main Street, Box 150
900 Broadway. Suite 602
900 Broadway, Suite 602
900 Broadway, Suite 602
900 Broadway, Suite 602
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
333 Sayetville Street
PO Box 1776
PO Box 1776
PO Box 1776
260 Russell Boulevard
260 Russell Boulevard
260 Russell Boulevard
260 Russell Boulevard
5500 River Road
5500 River Road
248 W 35th Street, Suite 1202
547 South 7th Street #176
547 South 7th Street #176
1100 Fairview Avenue, North
662 Ferguson Road
662 Ferguson Road
601 Ave NW, #700
SCHEDULE I (Form 990)
Part II, Line 1
(kl
Washington
Olympia
Olympia
Falls Church
Washington
Washington
Washington
Philadelphia
Philadelphia
Wilmore
Wilmore
New York
New York
New York
New York
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
lrvington-on-Hudsi NY
Raleigh
Lake Jackson
Lake Jackson
Lake Jackson
Davis
Davis
Davis
Davis
Bethesda
Bethesda
New York
Bismarck
Bismarck
Seattle
Bozeman
Bozeman
Washington
NC
DC
(I) EIN
20036 52-1162185
98507-' 94-3136961
98507-' 94-3136961
22046 31-1629166
20036 36-3235550
20036 36-3235550
20036 36-3235550
19102 23-1731998
19102 23-1731998
40390 36-2680478
40390 36-2680478
10003 13-3108424
10003 13-3108424
10003 13-3108424
10003 13-3108424
10533- 13-6006960
10533- 13-6006960
10533- 13-6006960
10533- 13-6006960
10533- 1 3-6006960
10533- 13-6006960
10533- 13-6006960
10533- 13-6006960
27601 264505542
77566 74-2066841
77566 74-2066841
77566 74-2066841
95616- 51-0183347
95616- 51-0183347
95616- 51-0183347
95616- 51-0183347
20816 53-0196534
20816 53-0196534
10001- 11-3451703
58504 264066298
58504 264066298
98109 91 -1 540426
59718 94-3170425
59718 94-3170425
20004 52-1526916
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
EIN: 524166327
(9) Amount lh) PWP059
130,000.00 to support the research of Stanley Kurtz
5,000.00 for general operations
15,000.00 for the capital campaign
6,000 00 for Timothy's Fund
1,000.00 for general operations
3,000.00 for general operations
10,000_00 for general operations
12,927.63 for general operations
15,000 00 for general operations
to support the Coalition fo United
27,000.00 Methodist Accountablility
to support the Coalition for United
77,000 00 Methodist Accountability -
to underwrite expenses of a lunch in honor
5,000.00 of Andrew Roberts
for a special issue of The New Criterion oil
7,500.00 "The Fall of Communism after 20 years"
10,000.00 for general operations
for the EncounterIAlexander Hamilton
10,000 00 Institute collaboration
200.00 for general operations
250 00 for general operations
250 00 for general operations
500.00 for the matching challenge grant
1,000 00 for general operations
1,000.00 for general operations
3,000 00 for general operations
5,000.00 for general operations
50,000 00 for general operations
100 00 for general operations
100.00 for general operations
5,000.00 for general operations
500.00 for general operations
1,000.00 in response to the May 30th mailing
1,000.00 for general operations
5,000 00 for general operations
15,000.00 for computer equipment
15,000 00 for the Building Campaign
9,700 00 for the benet of the Press 8. Public Project
16,050 00 to experiment with achieving grovirlh
17,750 00 for general operations
250 00 for general operations
5,000 00 for general operations
5,000 00 for counterintuitive conference
in response to Dick Armey's "Tea Party
1,000 00 Momentum" mailing
Page 5 of 12
CITIZENAUDIT.ORG PAGE #049
DONORS TRUST, INC
Grantee
Freedom Works Foundation
Freedom Works Foundation
Freedom Works Foundation
Freedom Works Foundation
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Furman University
Fumian University
Furman University
Furman University
Georgetown University
Georgetown University
GMU Foundation
GMU Foundation
GMU Foundation
GMU Foundation
GMU Foundation (Law 8. Econ Center)
GMU Foundation (Law 8. Econ Center)
GMU Foundation (Law 8. Econ Center)
GMU Foundation (Law 8. Econ Center)
GMU Foundation (Law 8: Econ Center)
GMU Foundation (Law 8. Econ Center)
GMU Foundation (School of Law)
Graduate Center Foundation, Inc. (CUNY)
Grassroot Institute of Hawaii
Grassroot Institute of Hawaii
GWU-Cheney Cardiovascular Institute
Harvard University
Heartland Institute
Heartland Institute
Heartland Institute
Heartland Institute
Heartland Institute
Heartland Institute
SCHEDULE I (Form 990)
(ll
601 Ave., NW, #700
601 Ave., NW, #700
601 Ave., NW, #700
601 Ave . NW, #700
1706 New Hampshire Ave NW, Ste.
1706 New Hampshire Ave NW, Ste.
1706 New Hampshire Ave NW, Ste
1706 New Hampshire Ave NW, Ste
1706 New Hampshire Ave NW, Ste
1706 New Hampshire Ave NW, Ste
1706 New Hampshire Ave NW, Ste.
SCHEDULE I (Form 990)
Part II, Line 1
(kl
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
1706 New Hampshire Ave NW, Ste Washington
3300 Poinsett Highway
3300 Poinsett Highway
3300 Poinsett Highway
3300 Poinsett Highway
Greenville
Greenville
Greenville
Greenville
675 Intercultural Center, 37th and 0 Ewashington
675 Intercultural Center, 37th and 0 Ewashington
4400 University Drive, 1A3
4400 University Drive, 1A3
4400 University Drive, 1A3
4400 University Drive, 1A3
4400 University Drive, 1A3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 Fairfax Drive
365 Fifth Avenue, Room 9113
1314 S. King Street, #1163
1314 S. King Street, #1163
Fairfax
Fairfax
Fairfax
Fairfax
Fairfax
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
New York
Honolulu
Honolulu
2150 Avenue, NW 4th Fwashington
1737 Cambridge Street, Room 417
19 South LaSa||e Street, Suite 903
19 South LaSa||e Street, Suite 903
19 South LaSa|le Street, Suite 903
19 South LaSa|Ie Street, Suite 903
19 South LaSalle Street, Suite 903
19 South LaSa||e Street, Suite 903
Cambridge
Chicago
Chicago
Chicago
Chicago
Chicago
Chicago
(I)
20004
20004
20004
20004
20009
20009
20009
20009
20009
20009
20009
EIN
52-1 52691 6
52-1 52691 6
52-1 52691 6
52-1 52691 6
1 3-6223604
1 3-6223604
1 3-6223604
1 3-6223604
1 3-6223604
1 3-6223604
1 3-6223604
20009 13-6223604
29613- 57-0314395
29613- 57-0314395
29613- 57-0314395
29613- 57-0314395
20057 53-0196603
20057 53-0196603
22030- 54-1603842
22030- 54-1603842
22030- 5446038442
22030- 54-1603842
22030- 54-1603842
22201- 54-1603842
22201- 544603842
22201- 54-1603842
22201- 544603842
22201- 544603842
22201 54-1603842
10016-13-3219419
96814 99-0354937
96814 99-0354937
20037 53-0196584
02138 53-0199180
60603 36-3309812
60603 36-3309812
60603- 36-3309812
60603 36-3309812
60603- 36-3309812
60603 36-3309812
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
Amount
to support the organization's healthcare
1,000.00 project
2,000.00 for general operations
5,000.00 for general operations
10,000.00 for general operations
100 00 for general operations
200 00 for general operations
500.00 for general operations
500 00 for general operations
1,000.00 for general operations
1,000.00 for general operations
4,000_00 for general operations
EIN: .52-2166327
Purpose
5,000.00 for general operations
5.000 00 FBO the Tocqueville Program -
10,000 00 FBO the Tocqueville Program
11,873 00 FBO the Tocqueville Program
30,000 00 FBO the Tocqueville Program
to establish the JMCVerrtas Higher
Education Initiative Post-Doctoral
55.000 00 Fellowship
100,000 00 for the Tocqueville Forum
4,000 00 for Statistical Assessment Service
5,0o0_o0 for general operations
7,500 00 for Statistical Assessment Service
10,000 00 for general operations
25,000.00 for general operations
250.00 for general operations
2,000.00 for general operations
5,000 00 for general operations
50,000_00 for general operations
50,000_o0 for the Law and Economics Center
to support the general operations of the
20,000 00 School of Law
6.000 00 Robert Friedhoffers research
1,500.00 in support of donor eductation meetings
20,000.00 for general operations
25,000 00 for the Cheney Cardiovascular Institute
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
25,000 00 Fellowship
250 00 for general operations
in response to the organization's stated
1,000 00 emphasis on marketing of research
1,000.00 for general operations
3,000 00 for general operations
5,000.00 for general operations
6,500.00 for advertising
Page 6 of 12
CITIZENAUDIT.ORG PAGE #050
DONORS TRUST, INC
Grantee
Heartland Institute
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
HI Society of the Sons of the American Re
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hoover Institution-Stanford University
Hoover Institution-Stanford University
Hotchkiss School
Hotchkiss School
Hotchkiss School
Hudson Institute
Policy Institute
Policy Institute
Policy Institute
Illinois Policy Institute
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Institute for Amencan Values
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
SCHEDULE I (Form 990)
(ll
19 South LaSalle Street, Suite 903
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
745 Fort Street, Suite 311
33 East College
33 East College
33 East College
33 East College
33 East College
33 East College
33 East College
33 East College
434 Galev Mall
434 Galev Mall
Box 800
SCHEDULE I (Fomi 990)
Part II. Line 1
(kl
Chicago
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Honolulu
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Stanford
Stanford
Lakeville
Lakeville
Lakeville
1015 15th Street, NW, Sixth FloorSuit Washington
190 South LaSa|Ie St Ste. 2130
190 South LaSalle St Ste 2130
190 South LaSalIe St., Ste 2130
190 South LaSalle St Ste 2130
4400 Jenifer Street, NW, Ste 240
4400 Jenifer Street, NW, Ste., 240
4400 Jenifer Street, NW, Ste., 240
4400 Jenifer Street, NW, Ste., 240
4400 Jenifer Street, NW, Ste., 240
1841 Broadway, Suite 211
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
Chicago
Chicago
Chicago
Chicago
Washington
Washington
Washington
Washington
Washington
New York
Arlington
Arlington
Arlington
(I) EIN
60603- 36-3309812
20002 23-7327730
20002- 23-7327730
20002 237327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
20002 23-7327730
96813 53-0116355
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
94305-I 94-1 156365
943054 94-1 156365
06039 06-0647018
06039 06-0647018
06039 O6-0647018
20005 13-1945157
60603 41-2057028
60603 41-2057023
60603 41-2057028
60603 41-2057028
20015
20015
20015
20015
20015
10023
54-1670627
54-1670627
54-1670627
54-1670627
54-1670627
1 3-3400377
22201 - 94-1623852
22201- 94-1623852
22201- 94-1623852
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
EIN: 52-2166327
(9) Amount PUFPOSS
500,000.00 for general operations
100.00 for general operations
250 00 for general operations
250.00 for general operations
1,000.00 for general operations
1,000 00 for general operations
1,000 00 for defense policy studies
1,000 00 for general operations
1,000.00 for general operations
2,500 00 for general operations
2,500.00 for general operations
5,000.00 for general operations
5,000.00 for general operations
10,000_00 for general operations -
10,000 00 for general operations
in memory of grandparents Nicholas H.
10,915.45 Noyes and Marguerite L Noyes
10,000.00 for general operations
250 00 for general operations
500 00 for general operations
1,000 00 for general operations
1,000 00 for general operations
1,000 00 for general operations
1,50o_00 for general operations
10,000 00 for the president's discretionary fund
104,000_00 for general operations
50000 for general operations
10,000 00 for general operations
for the organization's 2009-2010 Parent
1,000 00 Fund Campaign (Prep Class Family)
8,000.00 for general operations
12,000.00 for general operations
$5,000 for general operations and $5,000
10,000_00 to support Martin Wooster projects
5,000 00 for general operations
5,000.00 for general operations
5,000 00 for general operations
25,000.00 for general operations
20,000 00 for general operations
100.000 00 for general operations
750,000.00 for general operations
950,000 00 for general operations
1,200,000.00 for general operations
75.000 00 to support the work of Claire Guadiani
100 00 for general operations
100.00 for general operations
100.00 for general operations
Page 7 of 12
CITIZENAUDIT.ORG PAGE #051
DONORS TRUST. INC
Grantee
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute of World Politics
Institute of World Politics
Institute of World Politics
International Policy Network US, Inc
(I)
3301 North Fairfax Drive. Suite 440
3301 North Fairfax Drive. Suite 440
3301 North Fairfax Drive. Suite 440
3301 North Fairfax Drive. Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
901 N Glebe Road, Suite 900
901 N Glebe Road. Suite 900
901 N. Glebe Road. Suite 900
901 N Glebe Road. Suite 900
901 N. Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road. Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road. Suite 900
901 N. Glebe Road. Suite 900
901 N Glebe Road. Suite 900
901 N Glebe Road. Suite 900
901 N. Glebe Road. Suite 900
901 N Glebe Road. Suite 900
901 N Glebe Road, Suite 900
1521 16th Street. NW
1521 16th Street, NW
1521 16th Street, NW
214 Massachusetts Avenue. NE
International Policy Network US. Inc.
International Policy Network US. Inc.
International Policy Network US. Inc.
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
James Partnership
James Partnership
James Randi Educational Foundation
James Randi Educational Foundation
John Adams Center
John K. Maclver Institute for Public Poli
Johns Hopkins University
Judicial Watch
Judicial Watch
Judicial Watch
Judicial Watch
Keren Yehoshua v'YisroeI, Inc.
Leadership Institute
Leadership Institute
Leadership Institute
SCHEDULE I (Form 990)
9302-0 Old Keene Mill Road
9302-C Old Keene Mill Road
201 SE 12th Street
201 SE 12th Street
SCHEDULE I (Form 990)
Part II, Line 1
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Burke
Burke
Fort Lauderdale
Fort Lauderdale
clo Brigham Young University. 750 SI Provo
PO Box 510564
New Berlin
600 N Wolfe Street - Dept. of Neuros Baltimore
501 School Street, SW. Suite 700
501 School Street, SW. Suite 700
501 School Street, SW, Suite 700
501 School Street, SW, Suite 700
1022 East 10th Street
1101 North Highland Street
1101 North Highland Street
1101 North Highland Street
Washington
Washington
Washington
Washington
Brooklyn
Arlington
Arlington
Arlington
(II
EIN
22201- 94-1623852
22201 94-1623852
22201- 94-1623852
22201- 94-1623852
22201- 94-1623852
22201- 94-1623852
22201- 94-1623852
22201- 944623852
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 52-1744337
22203 524744337
20036 52-1699641
20036 52-1699641
20036 52-1699641
20002 52-2363626
20002
20002
20002
52-2363626
52-2363626
52-2363626
22015 26-2521115
22015 26-2521 115
33316- 65-0649443
33316- 65-0649443
84602 27-0151485
53151 26-2639114
21287 52-0595110
20024 52-1885088
20024 52-1885088
20024 52-1885088
20024 52-1885088
11230 22-3209160
22201 51 -02351 74
22201 51-0235174
22201 51-0235174
Part II. Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
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501(c)(3)
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501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
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501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
(9) Amount
EIN: '52-2166327
Purpose
250.00 for general operations
1,000.00 for general operations
1,000.00 for general operations
1,000 00 for general operations
2,500 00 for general operations
5,000 00 for general operations
5,000.00 for general operations
3.000 00 for general operations
100.00 for general operations
500.00 for general operations
500.00 for general operations
1,000.00 for general operations
1,000 00 for general operations
1,000 00 for general operations
1,000.00 for general operations
2,000 00 for general operations
2,000 00 for general operations
2,500.00 for general operations
2,500 00 for general operations
3,000 00 for general operations
5,000.00 for general operations
5.000 00 for general operations
5,000.00 for general operations
1,000.00 for general operations
1,000.00 for general operations
10,000.00 for general operations
1,500.00 for the EUREKA Project
5,000 00 for general operations
20,000.00 for general operations
20,000.00 for general operations
40,000.00 for general operations
40,000.00 for general operations
2,000.00 for Project Gamma
5,000.00 for general operations
for the inaugural conference on Religion
15,000 00 and Philosophy in the Public Sq
14,500 00 to experiment with achieving growth
8,000 00 for Dr. Henry Brem's research
100 00 for general operations
1,000 00 for general operations
2,000 00 for general operations
5,000 00 for general operations
to support Binyamin L Jolkovsky. Editor-in-
10,000 00 Chief of the "Jewish World Review
500.00 for general operations
1,000 00 for the Campus Reform Now project
1,000.00 f0f general operations
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DONORS TRUST. INC
Grantee
Leadership Institute
Leadership Institute
Leadership Institute
Lucy Burns Institute
Lucy Burns Institute
Lucy Burns Institute
Lucy Burns Institute
Manhattan Institute For Policy Research
Manhattan Institute For Policy Research
Manhattan Institute For Policy Research
Manhattan Institute For Policy Research
Manhattan Institute For Policy Research
Manhattan Institute For Policy Research
Manhattan Institute For Policy Research
Marijuana Policy Project Foundation
Marijuana Policy Project Foundation
Marijuana Policy Project Foundation
Massachusetts Charter School Assoc
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center. GMU
Middle East Forum
Moving Windmills Project, Inc
Museum of the Rockies
Museum of the Rockies
National Center for Policy Analysis
National Center for Policy Analysis
National Center for Policy Analysis
National Legal Policy Center
National Legal 8. Policy Center
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SCHEDULE I (Form 990)
Ill
1101 North Highland Street
1101 North Highland Street
1101 North Highland Street
301 S Bedford Street, Suite 6
301 S Bedford Street, Suite 6
301 S Bedford Street, Suite 6
301 3 Bedford Street, Suite 6
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
Capitol Hill, PO Box 77492
Capitol Hill, PO Box 77492
Capitol Hill, PO Box 77492
10 Tremont Street, 6th oor
325 S Patrick Street
325 S Patrick Street
325 8 Patrick Street
325 S Patrick Street
325 S. Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S. Patrick Street
325 S. Patrick Street
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive. Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
1500 Walnut Street, Ste. 1050
41 Madison Avenue, Suite 4000
600 West Kagy Boulevard
600 West Kagy Boulevard
12770 Coit Road, Suite 800
12770 Coit Road, Suite 300
12770 Colt Road, Suite 800
107 Park Washington Court
107 Park Washington Court
107 Park Washington Court
SCHEDULE I (Form 990)
Part II. Line 1
(ll
Arlington
Arlington
Arlington
Madison
Madison
Madison
Madison
New York
New York
New York
New York
New York
New York
New York
Washington
Washington
Washington
Boston
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Philadelphia
New York
Bozeman
Bozeman
Dallas
Dallas
Dallas
Falls Church
Falls Church
Falls Church
((I) EIN
22201 51-0235174
22201 51-0235174
22201 51-0235174
53703- 20-8036372
53703- 20-8036372
53703- 20-8036372
53703- 20-8036372
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
20013 52-1975211
20013 52-1975211
20013 52-1975211
02108 04-3559305
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22201- 54-1436224
22201 54-1436224
22201- 54-1436224
22201- 54-1436224
22201 54-1436224
22201- 54-1436224
19102 23-7749796
10010-' 26-2381809
59717 81-6016828
59717 81-6016828
75251- 75-1804932
75251- 75-1804932
75251- 754804932
22046 52-1750188
22046 52-1750188
22046 52-1750188
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
EIN: '52-2166327
(9) Amount 1) P0713059
1,000 00 for general operations
1,000_00 for general operations
for the distribution of National Review
162,514 00 subscriptions on college campuses
3,000 00 for grant administration
7,500.00 for general operations
14,350.00 to experiment with achieving growth
38,750 00 for general operations
1,000 00 for general operations
5,000.00 for general operations
10,000.00 for the Alexander Hamilton Dinner
10,000 00 for general operations
10,000 00 for general operations
12,000 00 for general operations -
general support for the American
50,000.00 University
250 00 for general operations
4,000 00 for general operations
5,000_00 for general operations
7,500 00 for general operations
500 00 for general operations
500 00 for general operations
1,000 00 for general operations
1,000 00 for general operations
1,000 00 for the Rush Limbaugh project
1,000 00 for general operations
2,500_00 Bronze Sponsorship for the 2009 Gala
5,000_00 for general operations
300,000 00 for general operations
10000 for general operations
200 00 for general operations
1,000 00 for the 2009 Annual Fund
1,000.00 for general operations
1,000 00 for general operations
100,000.00 to support state outreach program
1,000 00 for general operations
10,500_00 for general operations
1 1 ,250_00 for general operations
for "Jack Homer Fund" for Mongolia
30,000 00 Project
1,000 00 for general operations
for the organization's grass roots health
2,000 00 campaign
5,000 00 for general operations
600 00 for general operations
600 00 for general operations
1,000.00 for general operations
Page 9 of 12
CITIZENAUDIT.ORG PAGE #053
DONORS TRUST. INC
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National Tax Limitation Foundation
Network 20/20, Inc.
New Atlantic Initiative
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New York Academy of Sciences
New York Historical Society
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New York Historical Society
New York Historical Society
NumbersUSA
NumbersUSA
NumbersUSA
NumbersUSA
Pacic Legal Foundation
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Pacic Legal Foundation
Pacic Legal Foundation
Pacic Research Institute for Public Pol
Pacic Research Institute for Public Pol
Pacic Research Institute for Public Pol
Pacic Research Institute for Public Pol
Pacic Research Institute for Public Pol
PERC
PERC
PERC
PERC
PERC
Philanthropy Roundtable
Philanthropy Roundtable
Philanthropy Roundtable
Philanthropy Roundtable
Pioneer Institute for Public Policy Resea
Prometheus Institute
Providence St. Joseph Foundation
Randolph Bourne Institute, Inc
Randolph Bourne Institute, Inc
SCHEDULE I (Form 990)
(ll
107 Park Washington Court
107 Park Washington Court
8001 Braddock Road, Ste 500
8001 Braddock Road, Ste. 500
8001 Braddock Road, Ste. 500
8001 Braddock Road, Ste 500
8001 Braddock Road, Ste. 500
8001 Braddock Road, Ste. 500
151 N. Sunrise Ave Ste 901
8507th Avenue, Ste 1300
3105 Woodley Road, NW
3105 Woodley Road, NW
3105 Woodley Road, NW
SCHEDULE I (Form 990)
Part II, Line 1
U)
Falls Church -
Falls Church
Springeld
Springeld
Springeld
Springeld
Springeld
Springeld
Roseville
New York
Washington
Washington
Washington
7 World Trade Center, 250 Greenwicl New York
170 Central Park West
170 Central Park West
170 Central Park West
170 Central Park West
1601 North Kent Street, Suite 1100
1601 North Kent Street, Suite 1100
1601 North Kent Street, Suite 1100
1601 North Kent Street, Suite 1100
3900 Lennane Drive. Suite 200
3900 Lennane Drive, Suite 200
3900 Lennane Drive, Suite 200
3900 Lennane Drive, Suite 200
One Embarcadero Center, Ste 350
One Embarcadero Center. Ste 350
One Embarcadero Center, Ste 350
One Embarcadero Center, Ste 350
One Embarcadero Center, Ste 350
2048 Analysis Drive, Suite A
2048 Analysis Drive, Suite A
2048 Analysis Drive, Suite A
2048 Analysis Drive, Suite A
2048 Analysis Drive, Suite A
1150 17th Street, NW, Suite 503
1150 17th Street, NW, Suite 503
1150 17th Street, NW, Suite 503
1150 17th Street, NW, Suite 503
85 Devonshire Street, 8th Floor
82 Clouds View
501 South Buena Vista Street
1017 El Camino Real, #306
1017 El Camino Real, #306
New York
New York
New York
New York
Arlington
Arlington
Arlington
Arlington
Sacramento
Sacramento
Sacramento
Sacramento
San Francisco
San Francisco
San Francisco
San Francisco
San Francisco
Bozeman
Bozeman
Bozeman
Bozeman
Bozeman
Washington
Washington
Washington
Washington
Boston
Irvine
Burbank
Redwood City
Redwood City
22046
22046
22151-
22151-
22151-
22151-
22151-
22151
95661
10019
EIN
52-1750188
52-1750188
59-1588825
59-1588825
59-1588825
59-1588825
59-1588825
59-1588825
51-0208455
34-1983612
20008- 20-2636767
20008- 20-2636767
20008- 20-2636767
10007
10024
10024
10024
10024
22209
22209
22209
22209
95834
95834
95834
95834
94111
94111
94111
94111
94111
59718
59718
59718
59718
59718
20036
20036
20036
20036
2109
92603
91 505
94063
94063
Part II, Line 1
1 3-1 773640
1 3-1624124
1 3-1624124
1 3-16241 24
1 3-1624124
47-0865426
47-0865426
47-0865426
47-0865426
94-2197343
94-2197343
94-2197343
94-2197343
94-2528433
94-2528433
94-2528433
94-2528433
94-2528433
81 -0393444
81 -0393444
81 -0393444
81 -0393444
81 -0393444
13-2943020
13-2943020
13-2943020
13-2943020
22-2632081
20-3558542
95-3544877
71-0929026
71-0929026
soiicxa)
soiicxai
soiicxs)
501(cX3)
soiicxsi
soiicxa)
5o1(cx3)
5o1(cx3)
501(cX3)
5o1(cx3)
5oi(cx3)
501(cX3)
501(cX3)
5o1(cx3)
501(cX3)
501(cX3)
5oi(cx3)
501(cX3)
501(cX3)
5o1(cx3)
501(cX3)
501(cX3)
501(cX3)
5o1(cx3)
501(cK3)
5o1(cx3)
5o1(cx3)
501(cX3)
501(cH3)
5oi(cx3)
5o1(cx3)
501(cX3)
5o1(cx3)
501(cX3)
5o1(cx3)
501(cX3)
501(cX3)
5o1(cx3)
501(cX3)
soiicxai
5o1(cx3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
Amount
EIN: '52-2166327
Purpose l
1,000 00 for general operations
4,000.00 for general operations
1o,o00_00 for general operations
2000000 for general operations 1
100 00 for general operations
500.00 for general operations
3,000.00 for general operations
2,500 00 for general operations
15,200.00 for general operations
7,000.00 for general operations
22,000 00 for general operations
2500000 for general operations
25,000.00 for general operations
12,000.00 for general operations -
1,000.00 for the Gilder Challenge
5,000.00 for general operations
5,000.00 for the 2009 History Makers Gala
10,000 00 for general operations
100000 for general operations l
1,000 00 for general operations
2,000.00 for general operations
5,000 00 for general operations
250.00 for general operations
500.00 for general operations
1,000.00 for general operations
1,000 00 for general operations
5,000.00 Host Silver Sponsor 2009
100000 for general operations
1,000 00 for general operations
300000 for general operations
10,000 00 for general operations
250.00 for general operations
500 00 for general operations
1,000.00 for general operations
1,000.00 for general operations
5,000.00 for general operations
100.00 for general operations
3,000.00 for general operations
5,000 00 Program support
500000 for general operations
100,000.00 for general operations
for achieving greater reach by drawing
attention to your work through online
18,900 00 advertising
500000 for general operations
25,000 00 for general operations
50,000 00 for general operations
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CITIZENAUDIT.ORG PAGE #054
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3424 S State Street
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2761 N Marengo Avenue
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4 East 98th Street
2020 North 14th Street
2020 North 14th Street
2020 North 14th Street
2020 North 14th Street
2020 North 14th Street
2020 North 14th Street
307 West 200 South, Suite 5005
900 Congress Avenue, Suite 400
9302-0 Old Keene Mill Road
9302-C Old Keene Mill Road
9302-C Old Keene Mill Road
10010 N Torrey Pines Rd.
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SCHEDULE l (Form 990)
Part II, Line 1
11')
Memphis
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Boston
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Alexandria
Roseville
Tucson
Chicago
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New York
Seligman
Chicago
Chicago
Chicago
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Tampa
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New York
Arlington
Arlington
Arlington
Arlington
Arlington
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Salt Lake City
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Springeld
24 Frank Lloyd Wright Drive, PO 39 Ann Arbor
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6108 Silsby Hall
520 Park Hall (North Campus)
Hanover
Buffalo
(kl
TN
NY
DC
DC
DC
:22 sees10021
02467
22313
22313
22313
55113
85705
EIN
62-0476301
1 3-16241 58
22-2406433
22-2406433
22-2406433
22-2406433
22-2406433
22-2406433
60654-I 20-5792227
60654-I 20-5792227
10036 43-2095418
86337-r 86-0686270
60616
60616
60616
60616
33631
91001
30328
22205
22205
10029
22201
22201
22201
22201
22201
22201
84101
78701
22015
22015
22015
36-2167921
36-2167921
36-2167921
36-2167921
36-2193608
95-4550781
58-1 247027
1 3-1 255270
57-0952531
57-0952531
57-0952531
57-0952531
57-0952531
57-0952531
87-0531727
74-2524057
26-2521 1 15
26-2521 1 15
26-2521 1 15
92037 81-0639470
92037 81-0639470
22153
51-0280185
48106-' 38-3448297
48106' 38-3448297
3755 02-022211 1
14260
Part II, Line 1
1 6-08651 82
(C) IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
EIN: 52-2156327
Purpose
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
25,000 00 Fellowship
1000000 for general operations
5,o00jo0\for general operations
200.00 fongeneral operations
400.00 for general operations
to support the National Capital Area
500 00 Command
100 00 for general operations
1,00o_00 for general operations
for comprehensive Kansas state legislative
5,000 00 contentlportal
250,000.00 for general operations -
10,000 00 for general operations
for the organization's Route 66
5,000 00 Preservation Project
10,000.00 for general operations
125,000.00 for general operations
200,000 00 for general operations
250,000 00 for general operations
1000000 for general operations
for general operations
to support the organization's work with the
15,000.00 assistance of Bert Rein
8,000 00 for general operations
5,000.00 for general operations
10,000.00 for general operations
200 00 for annual fund for the current year
500 00 Annual Membership
1,000.00 for general operations
in response to the organization's upcoming
1,000 00 annual meeting
2,000 00 for general operations
1000000 for general operations
235,000_oo for general operations
10,000 00 for the Center for Education Policy
45,000.00 for general operations
58,000.00 for general operations
75,000.00 for general operations
5,000 00 for general operations
5,000 00 for general operations
2,500 00 for general operations
2,500 00 for general operations
5,000_00 for general operations
10,353 63 for the "Class of '66 Lodge Fund."
7,000 00 for the Department of Political Science
Amount
Page11of12
CITIZENAUDIT.ORG PAGE #055
DONORS TRUST, INC
Grantee
University of Arizona Foundation
University of CA Regents-Berkeley
University of Maine
University of Notre Dame
University of Richmond
University of Texas - Austin
University of Virginia Foundation
University System of Maryland Foundation
University System of Maryland Foundation
US English Foundation
US English Foundation
Villanova University
Williams College
Young America's Foundation
Young America's Foundation
Young America's Foundation
Young America's Foundation
Young America's Foundation
SCHEDULE I (Form 990)
SCHEDULE I (Form 990)
Part II, Line 1
ll) (1)
PO Box 210027
793 Simon Hall, MC 7200
5754 North Stevens Hall, Rm 229
Berkeley
Orono
110 Grace Hall Notre Dame
28 Westhampton Way Richmond
1 University Station C4100 Austin
Dept. of Politics, PO Box 400787 Charlottesville
A.V Williams Building College Park
A V Williams Building College Park
1747 Ave. NW, Suite 1lWashington
1747 Ave. NW, Suite 1lWashington
Villanova
Williamstown
Herndon
Herndon
Herndon
Herndon
Herndon
800 Lancaster Avenue
75 Park Street
110 Elden Street, Suite A
110 Elden Street, Suite A
110 Elden Street, Suite A
110 Elden Street, Suite A
110 Elden Street, Suite (I) EIN
85721 86-6050388
94720- 94-3067788
O4469- 01-6000769
46556 35-0868188
23173
78712 74-6000203
22904- 54-1682176
20742 52-1125663
20742 52-1125663
20006 52-1524976
20006 52-1524976
19805 234352688
01267 O4-2104847
20170- 23-7042029
20170- 23-7042029
20170- 23-7042029
20170- 23-7042029
20170 23-7042029
Part II, Line 1
IRC
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
Amount
j
EIN: .52-2156321
Purpose
FBO Center for the Philosophy of
76,000 00 Freedom
support research teaching in the
60,000.00 Berkeley Program in Law 8. Economics
16,000_00 Department of Political Science lectures
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
65,000 00 Fellowship
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
15,000 00 Fellowship
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
55,000.00 Fellowship -
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
55,000 00 Fellowship
to support research activities of Professor
3,000 00 Jim Purtilo at the University
to support research activities of Professor
6,500 00 Purtilo at the University
250 00 for general operations
10,000 00 for general operations
to establish the JMC-Veritas Higher
Education Initiative Post-Doctoral
25,000.00 Fellowship
11,000.00 for Parents Fund, class of 2011
100 00 for general operations
1,000.00 for general operations
1,000.00 forthe Reagan Ranch
10,000 00 for general operations
25,000 00 for general operations
Page12of12
CITIZENAUDIT.ORG PAGE #056
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Schedule R/Total Income1
Description
Amount
Contribution received at fair market value
1,450,000.
Total
1,450,000.
Supporting Statement of:
Schedule R/Total Income-2
Description
Amount
Contributions received(cash)
175,000.
Total
175,000.
Supporting Statement of:
Schedule R/Total Income-3
Description
Amount
Contributions received (cash)
322, 000 .
Totai
322,000.
|
| 2008/12 |
990-EO |
2009/06 |
|
Farm 990
t
Department of the Treasury
Internal Revenue SerVIce
Return of Organization Exempt From Income Tax
Under section 501 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
The organization may have to use a copy of this return to satisfy state reporting reqUirements
For the 2008 calendar year, or tax year beginning
2008, and ending
OMB No 1545-0047
2008
Open to Public lnspectionl
B Check if applicable
Address change
Name change
Initial return
Termination
Amended return
D Application pending
IRS label
or
or type.
See
speCIfic
Instruc-
tions.
Please use
C Name of organization
D Employer Identification Number
Donors Trust, Inc. 522166327
Number and street (or P 0 box if mail IS not delivered to street addr) Room/swte E Telephone number
109 North Henry Street (703) 535-3563
City, town or country State ZIP code 4
A1 exandr i a
VA 22314-2903
G Gross receipts 17,802,787.
L. Ball 109 North Henry Street Alexndria
F Name and address of printipal officer
VA 22314
I Tax-exempt status Ii] 501(c) 3
Type of organization WCorporation lI Trust [1 Assomation ll Other>
J Website:
(insert no)
[1 4947(a)(1) or H 527
H(a) Is this a group return for affiliates7
H(b) Are all affiliates included7
H(c) Group exemption number
I L Year of Formation State of legal dOmICIle MD
No
No
If No, attach a list (see instructions)
b
K
[Van l I Summary
1
Briefly describe the organization's mi55ion or most Significant actiVitieS'
a, as $171495 I. IiiR9qu_Epgc_A_T .RE 81-3513.qu rare 21111119.. .599 LEE: lam/213.12%
g @1942 19 c>_c1eL_v1E_LeR I. were, ecpuqmg 981
sci/51959 EQRH 9N. e52
B 2 Check this box D it the organization discontinued its operations or disposed of more than 25% of its assets
2 3 Number of voting members of the governing body (Part VI, line 1a) 3 6
4 Number of independent voting members of the governing body (Part VI, line lb) 4 5
,3 5 Total number of employees (Part V, line 2a) 5 4
g 6 Total number of volunteers (estimate if necessary) 6 O
73 Total gross unrelated busmess revenue from Farm 12, column (C) 73 O .
b Net unrelated business taxable income from 7b
- V 0 Prioiggar4 4 6 46.304 1
8 Contributions and grants (Part ine IhProgram serVIce revenue (Part line 29Investment income (Part column (A), lines -l60 925.
I: 11 Other revenue (Part column (A), lines 5, 6d 778.
12 Total revenueadd line58thr0Lmll (muste 13,134,364. 11,026,136.
13 Grants and Similar amounts paid (Part IX, column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4)
m 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professmnal fundraismg fees (Part IX, column (A), line Ile)
g- b Total fundraismg expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines lIa-I 1d, 11f-24fTotal expenses Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses Subtract line 18 from line 12 6 461 153 . -224 865 .
3% Beginning of Year End of Year
13% 20 Total assets (PartX, line16) 11,031,482. 10,550,875.
21 Total liabilities (Part X, line 26) 5 2 62 . l4 035.
m if 22 Net assets or fund balances Subtract line 21 from line Part II Simiature
lineages? . . eagerness? magnesiasrgenrgiea:hesitates? W WW and We" '5
mSign I W m
CQl-lere Date
Mam-90w Director
Type or print name and title
_d Date gilch r assesses,igre- 2:110:15 MK 3- 01 p y
asreer S (or Administration LLC
only 86 [fay Tgide St Unlt 3 EIN
Henderson NV 89074-8847 Phoneno (702) 541-8400
May the IRS discuss this return With the preparer shown above7 (see instructions) 13a Yes N0
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. 12/22/08 Form 990 (2008)
win
CITIZENAUDIT.ORG PAGE #2
Form 990 (2008) Donors Trust, Inc . 522155327 Pagez
[Part I Statement of Prgram Service Accomplishments (see Instructions)
1 Briefly describe the organization's
91111111 2133.5 911 AELEYEAEE I. 11301)in EEQCATLOEL ANA 3111375113
INITIATIVES SOCIETY S MOST PERVASIVE AND RADICAL NEEDS INCLUDING THOSE
29943292 ZIEEVLHL 919.1
2 the orgamzatron undertake any program servrces during the year were not listed on the prior
Form 990 or 9904527 [1 Yes No
If Yes,' describe these new servuces on Schedule 0
3 the organization cease conductung, or make changes In how It conducts, any program servrces7 D Yes No
If 'Yes, describe these changes on Schedule 0.
4 Describe the exempt purpose achievements for each of the organization's three largest program servrces by expenses Section 501(c)(3)
and 501(c)(4) organlzatlons and section 4947(a)(1) trusts are reqUIred to report the amount of grants and allocations to others, the total
expenses, and revenue, If any, for each program servrce reported
4a (Code (Expenses 9,754,098. Including grants of 9,221,144. (Revenue 9,557,401.)
DAF PROGRAM - A DONOR ADVISED FUND (DAF) PROGRAM THAT ALLOWS CONTRIBUTORS TO THE DAF TO
IIECILEJE IINZGIEHZDEEI RELIAIT iris: i0: iscil Eivi EQNEENITZ GOVERNANCE, FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE
4b (Code (Expenses 198 622 . Including grants of 10 000. (Revenue 225 .
NEW PHILANTHROPY STUDIES (NPS) - THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A PROGRAM OF DONORSTRUST
4c (Code (Expenses 381 815 . Including grants of 0 . (Revenue 511 850 .
CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP)
4d Other program servrces. (Describe In Schedule 0
(Expenses 623 093 . Including grants of 987 . (Revenue 535, 000.
4e Total program service expenses 10 957 628 . (Must equal Part IX, Line 25, columnlB))
BAA 12/24/08 Form 990 (2008)
CITIZENAUDIT.ORG PAGE #3
\l
Form 990 (2008) Donors Trust, Inc. 52-2166327 Page3
IPaart IV lChecklist of Required Schedules
Yes No
1 Is the organIzation descnbed In section 501(c)(3) or 4947(a)(1) (other than a private foundatIon)7 If 'Yes, complete
Schedule A 1 X
2 Is the organizatIon reqUIred to complete Schedule B, Schedule of Contributors? 2 X
the organIzatIon engage In dIrect or IndIrect politIcal campaign actIVItIes on behalf of or In opposition to candidates
for public office? If Yes, complete Schedule C, Part I 3 X
4 Section 501(c)(3) organizations. Did the organIzation engage in lobbyIng actIVItIes7 If 'Yes, complete Schedule C, Part ll 4 X
Section 501(c)(4), 501(c)(5), and 501(cX6) organizations. ls the organization subject to the sectIon 6033(e) notIce and
reporting reqUIrement and proxy tax7 If 'Yes, complete Schedule C, Part 5
6 Did the organization maintain any donor adVIsed funds or any accounts where donors have the right to prowde adVIce
on the dIstrIbution or Investment of amounts In such funds or accounts7 lf 'Yes, complete Schedule D, Part I 6 X
7 Old the organization receive or hold a conservation easement, Including easements to preserve open space, the
enVIronment, historic land areas or historic structures? If Yes, complete Schedule D, Part ll 7 X
8 Did the organization maIntaIn collectIons of works of art, hIstorIcaI treasures, or other Similar assets7 If 'Yes,
complete Schedule D, Part . 8 X
9 Did the organization report an amount In Part X, line 21, serve as a custodian for amounts not listed In Part X,
or prowde credit counseling, debt management, credIt repair, or debt negotiatIon serVIces7 If 'Yes, complete
Schedule D, Part IV 9 x
10 the organization hold assets In term, permanent, or quaSI-endowments7 If 'Yes, complete Schedule D, Part V 10 X
11 Did the organization report an amount In Part X, lines 10'Yes, complete Schedule D, Parts VI,
VII, lX, or X as applicable 11 X
12 Did the organizatIon receive an audited finanCIaI statement for the year for which It Is completIng this return that was
prepared in accordance WIth If 'Yes, complete Schedule D, Parts Xl, Xll, and 12 X
13 Is the organIzation a school described In sectIon 170(b)(1)(A)(iI)7 If Yes, complete Schedule E 13 X
14a the organIzation maintain an ofce, employees, or agents outSIde the organization have aggregate revenues or expenses of more than $10,000 from grantmakI
busmess, and program serVIce actIVItIes outSIde the U S 7 If 'Yes, complete Schedule F, Partl 14b X
15 the organIzatIon report on Part IX, column (A), lIne 3, more than $5,000 of grants 0r ..ance to any organization
or entIty located outside the UnIted States7 If 'Yes, complete Schedule F, Part ll 15 X
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggrer ate grants or aSSIstance to
IndIVIduals located outSIde the UnIted States7 If 'Yes, complete Schedule F, Part 16 X
17 Did the organizatIon report more than $15,000 on Part IX, column (A), line He? If 'Yes,'complete Schedule G, Partl 17 X
18 the organIzatIon report more than $15,000 total on Part lInes 1c and 8a If 'Yes, complete Schedule G, Part ll 18 X
19 Old the organization report more than $15,000 on Part lIne 9a7 If 'Yes, cc hplete Schedule G, Part 19 X
20 Old the organIzation operate one or more hospItals7 If 'Yes, complete Sched Ie H 20 X
21 the organizatIon report more than $5,000 on Part IX, column (A), lIne 17 If 'Yes,'camplete F,nedule l, Parts land ll 21 X
22 Old the organizatIon report more than $5,000 on Part IX, column (A), lIne 27 If Yes, completr Schedule I, Parts land Ill 22 X
23 Did the organizatIon answer 'Yes' to Part VII, SectIon A, questIons 3, 4 5r 57 If Yes, complete
Schedule J 23 X
24a the organIzation have a tax-exempt bond Issue wIth an outstan',ing prinCIpal amount of more than $100,000
as of the last day of the year, and that was 31, 2002? If 'Yes, answer quest/ans 24b-24d and
complete Schedule K If 'No, go to que ,uil 25 24a X
b Did the organIzatIon invest any proce .ds of tax-exempt bonds beyond a temporary period exception" 24b
c Did the organizatIon maIntaIn an 7 )crow account other than a refunding escrow at any tIme during the year to defease
any tax-exempt bonds? 24c
d the organizatIon act as an behalf of' Issuer for bonds outstanding at any time during the year? 24d
25a Section 501(cX3) and 501(c)(4) organizations. Did the organizatIon engage In an excess benefit transactIon With a
disqualIed person during the year7 If 'Yes, complete Schedule L, Part I 25a X
b Did the organIzation become aware that it had engaged In an excess benefit transaction With a disqualied person from
a prior year7 If 'Yes, complete Schedule L, Partl 25b X
26 Was a loan to or by a current or former ofcer, director, trustee, key employee, hIghly compensated employee, or
disqualIfied person outstanding as of the end of the organization's tax year7 If 'Yes, complete Schedule L, Part II 26 X
27 the organIzation prowde a grant or other aSSIstance to an officer, director, trustee, key employee, or substantIal
contributor, or to a person related to such an IndIVIdual? If 'Yes, complete Schedule L, Part 27 X
BAA
TEEA0103 10/13/08
Form 990 (2008)
CITIZENAUDIT.ORG PAGE #4
Form 990 (2008L Donors Trust, Inc. 522166327 Page4
{Wart IV IChecklist of Required Schedules (continued)
Yes No
28 During the tax year, did any person who is a current or former officer, director, trustee, or key employee
a Have a direct busmess relationship With the organization (other than as an officer, director, trustee, or emplo ee),
or an indirect busmess relationship through ownership of more than 35% in another entity (indiVidually or col ectively
With other person(s) listed in Part VII, Section If Yes, complete Schedule L, Part IV 28a X
b Have a family member who had a direct or Indirect business relationship With the organization7 If 'Yes, complete
Schedule L, Part IV 28b x
c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professmnal
corporation) domg busmess With the organization? If 'Yes, complete Schedule L, Part IV 28c X
29 Did the organization receive more than $25,000 in non~cash contributions? If 'Yes, complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation
contributions" If Yes, complete Schedule M 30 X
31 Did the organization liqUIdate, terminate, or dissolve and cease operations? If 'Yes, complete Schedule N, Part I 31 X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets7 If Yes, complete
Schedule N, Part II 32 X
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301 7701 -2 and 301 7701-37 If 'Yes, complete Schedule R, Part] 33 X
34 Was the organization related to any tax-exempt or taxable entity7 If 'Yes, complete Schedule R, Parts ll, IV, and V,
line I 34 X
35 ls any related organization a controlled entity Within the meaning of section 512(b)(l3)7 If 'Yes, complete Schedule R,
Part V, line 2 35 X
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization7 If 'Yes, complete Schedule R, Part V, line 2 36 X
37 Did the organization conduct more than 5% of its actIVIties through an entity that is not a related organization and that is
treated as a partnership for federal income tax purposes7 If 'Yes, complete Schedule R, Part VI 37 X
BAA
TEEAO l 04 12/18/08
Form 990 (2008)
CITIZENAUDIT.ORG PAGE #5
Form 990 (200) Donors Trust, Inc. 52-2166327 Pages
En V lStatements IRS Filiggand Tax Compliance
Yes No
1a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U 8
Information Returns Enter -0- if not applicable 1a 52
b Enter the number of Forms W-2G Included in line 1a Enter -0- if not applicable 1 b O
c Did the organization comply With backup Withholding rules for reportable payments to vendors and reportable gaming .
(gambling) Winnings to prize Winners? 16 X
23 Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the i
calendar year ending With or Within the year covered by this return t 2a 4
2b If at least one is reported on line 2a, did the organization file all required federal employment tax returns7 2b X
Note. If the sum of lines 1a and 2a is greater than 250, you be reqUIred to e-file this return (see Instructions) 1
33 Did the organization have unrelated busmess gross income of $1,000 or more during the year covered by
this return? 3a X
b If 'Yes' has it filed a Form 990-T for this year7 If No, prowde an explanation in Schedule 0 3b
4a At any time during the calendar year, did the organization have an interest in, or a Signature or other authority over, a
Manual account in a foreign country (such as a bank account, securities account, or other finanCIal account)7 4a X
b If 'Yes, enter the name of the foreign country 5
See the instructions for exceptions and filing reqUirements for Form TD F 90-221, Report of Foreign Bank and
FinanCIal Accounts A
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b X
c If 'Yes, to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding
Prohibited Tax Shelter Transaction7 5c
Ga Did the organization soliCIt any contributions that were not tax deductible? Ga X
b If Yes, did the organization include With every soliCItation an express statement that such contributions or gifts were not
deductible7 6b
7 Organizations that may receive deductible contributions under section 170(c). h ,7 g WV
a Did the organization prOVIde goods or seNices in exchange for any pro quo contribution of,more than $757 73 X
b If Yes,' did the organization notify the donor of the value of the goods or servrces prowded" 7b
c Did the organization sell, exchange, or otheMise dispose of tangible personal property for which it was requned to file
Form 82827 7c X
d If 'Yes, indicate the number of Forms 8282 filed during the year 7d
9 Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal -
benefit contract? 7e X
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract7 71 x
9 For all contributions of qualified intellectual property, did the organization file Form 8899 as requrred 79
h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required7 7h
8 Section 501(c)(3) and other sponsoring organizations maintaining donor advised funds and section 509(aX3)
supporting organizations. Did the supporting organization, or a fund maintained by a sponsoring organization, have J
excess busrness holdings at any time during the year? 8 X
9 Section 501(c)(3) and other sponsoring organizations maintaining donor advised funds. 333 j
3 Did the organization make any taxable distributions under section 49667 9a X
b Did the organization make any distribution to a donor, donor adVisor, or related person? 9b X
10 Section 501(c)(7) organizations. Enter i
a Initiation fees and capital contributions included on Part line 12 10a
b Gross Receipts, included on Form 990, Part line 12, for public use of club faCilities 10b
11 Section 501(c)(12) organizations. Enter . be
a Gross income from other members or shareholders 11 a f
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them) 11 b M M __dj
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 10417 12a
b If 'Yes, enter the amount of tax-exempt interest received or accrued during the year I 12bl
BAA
TEEA0105 02/26/09
Form 990 (2008)
CITIZENAUDIT.ORG PAGE #6
Form 999(2008) Donors Trust, Inc. 522166327 Pages
IPart VI I Governance, Management and Disclosure (Sections A, B, and C request Information about polio/es not
reqUIred by the Internal Revenue Code.)
Section A. Governing Body and Mamement
For each 'Yes' response to lines 2-7b below, and for a 'No' response to lines 8 or 9b below, describe the Circumstances, Yes "0
processes, or changes in Schedule 0 See instructions
1a Enter the number of voting members of the governing body 1a 6
b Enter the number of voting members that are independent 1b 5
2 Did any officer, director, trustee. or key employee have a family relationship or a busmess relationship With any other
officer, director, trustee or key employee? 2 x
3 Did the organization delegate control over management duties customarily performed by or under the direct SUperV|$l0n
of officers, directors or trustees, or key employees to a management company or other person7 3 X
4 Did the organization make any Significant changes to its organizational documents 4 X
Since the prior Form 990 was filed7
5 Did the organization become aware during the year of a material diversmn of the organization'siassets7 5 X
6 Does the organization have members or stockholders7 5 x
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body7 73 X
b Are any of the governing body subject to approval by members, stockholders, or other persons? 7b X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the followmg WM m mm;
a The governing body? 8a X
b Each committee With authority to act on behalf of the governing body7 8b X
93 Does the organization have local chapters, branches, or affiliates7 9a X
b If Yes, does the organization have written poIICIes and procedures governing the actiVIties of such chapters, affiliates,
and branches to ensure their operations are con5istent With those of the organization? 9b
10 Was a copy of the Form 990 prowded to the organizations governing body before it was filed? All organizations must
describe in Schedule 0 the process, if any, the organization uses to reVIew the Form 990 10 X
11 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address7 If 'Yes,prowde the names and addresses in Schedule 0 11 X
Section B. Policies
Yes No
12a Does the organization have a written conflict of interest policy7 If 'No, go to line 73 12a X
b Are officers, directors or trustees, and key employees reqUIred to disclose annually interests that could give rise
to 12b X
c Does the organization regularly and con5istently monitor and enforce compliance With the policy7 If 'Yes, describe in
Schedule 0 how this IS done 12c X
13 Does the organization have a written Whistleblower policy7 13 X
14 Does the organization have a written document retention and destruction policy7 14 X
15 Did the process for determining compensation of the followmg persons include a reVIew and approval by independent 3;
persons, comparability data, and contemporaneous substantiation of the deliberation and deClSIOn
a The organization's CEO, Executive Director, or top management offICIa|7 15a X
b Other officers of key employees of the organization? 15b X
Describe the process in Schedule 0 (see instructions) M A
l
163 Did the organization invest in, contribute assets to, or partICIpate in a mint venture or Similar arrangement With a taxable a 7 - 3
entity during the year7 163 X
l
b If 'Yes, has the organization adopted a written policy or procedure requmng the organization to evaluate its partICipation f
in iomt venture arrangements under applicable federal tax law, and taken steps to safeguard the organizations exempt mm as - J
status With respect to such arrangements7 16b
Section C. Disclosures
17 List the states With which a copy of this Form 990 is reqwred to be filed SEE STATEMENT, ATTACHED
18 Section 6104 reqUires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public
inspection Indicate how you make these available Check all that apply t
D Own webSIte D Another's web5ite Upon request
19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and Manual
statements available to the public
20 State the name, phy5ica| address, and telephone number of the person who possesses the books and records of the organization
>Donors Trust 109 N Henry St, Alexandria, VA 22314-2903 (703) 5353563
BAA Form 990 (2008)
06 12]] 8/08
CITIZENAUDIT.ORG PAGE #7
Form 990(2008) Donors Trust, Inc. 522166327 Page7
[Part VII I Com ensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Emp oyees, and Independent Contractors
Section A. Officers, Directors, Trustees, Key Employees, and Higst Compensated Employees
1a Complete this table for all persons reqwred to be listed Use Schedule J-2 if additional space is needed.
0 List all of the organization's current officers directors, trustees Swhether indiwduals or organizations), regardless of amount of
compensation, and current key employees Enter -0- in columns (D), (E and (F) if no compensa ion was paid
0 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 orm 1099-MISC) or more than $100,000 from the organization and any
related organizations
0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations
0 List all of the organization's former directors or trustees that received, In the capaCIty as a former director or trustee of the
organization, more than $100,000 of reportable compensation from the organization and any related organizations
List persons in the followmg order: indiwdual trustees or directors: institutional trustees; officers, key employees; highest compensated
employees; and former such persons
ll Check this box if the organization did not compensate any officer, director, trustee, or key employee.
(A) (B) (C) (D) (E) (F)
Name and Title Average Pos'non (Cheek 3 "3 399 Reportable Reportable Estimated
h5 1 compensation from compensation from amount of other
per week the organization related organizations compensation
- E: -. r; 5 (w 2/1 99-MISC) . 9-MISC) from the
organization
a 1 5 g; g and related
T a. i E organizations
- 119112119X a_l_l -
President CEO 40.00 X X 154,623. 0. 15,000.
_K_irib_el_y_ 9_D_e1r_1i_s
Chairman Jem_e_ Ei_e_res_01
Vice Chairman 0.00 X X 0. 0. O.
yethseiekg 349E511:
Secretary 8: Treasurer _W_i 1.13213 liens
Director 0 .00 X 0. O. O.
_Mel_i_se 913222
Chief Operating Officer 40.00 X 116,711. 0. 0.
ALL MAY BE REACHED
BAA TEEA0107 11/07/03 Form 990 (2008)
CITIZENAUDIT.ORG PAGE #8
Form 990(2008) Donors Trust, Inc.
52-2166327
Page 8
gait VII 1 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont.
(A) (B) (C) (D) (E) (F)
Name and Tlue AggLarge Posution (check all that apply) Reponable Reponable Estimated
per weekg compensation from compensation from amount of other
the organization related organizations compensation
(W-2l1 99-MISC) (w2/io from the
2 E 2 3 SE organization
E S 13 8 n and related
5 n. (CED g organizations
1bTota| 271,334. 0. 15,000.
2 Total number of indIVIduals (including those in 1a) who received more than $100,000 in reportable compensatlon from the
organization 2
Yes No
3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee I
on line 1a7 If 'Yes, complete Schedule J for such IndIVIdual 3 x
4 For any indiVidual listed on line 1a, IS the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for such Hui - a
indiwdual 4 X
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for serwces w vi
rendered to the organization? If 'Yes, complete Schedule J for such person 5 X
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization
(A) (B) (C)
Name and busmess address Description of SerVices Compensation
Baer Markets 130 Michaux Rd Riverside IL 60546 Oversaw and dellvered all work 184 746 .
for the Hollywood Pro: ect Program
2 Total number of independent contractors (including those in 1) who received more than $100,000 in
compensation from the organization 1
BAA
TEEA0108 10/13/08
Form 990 (2008)
CITIZENAUDIT.ORG PAGE #9
Form 990 (2008) Donors Trust, Inc. 522166327 Page 9
[En Statement of Revenue
(A) (D)
Total revenue Related or Unrelated Revenue
exempt busmess excluded from tax
functIon revenue under sectIons
revenue 512, 513, or 514
gm 1a Federated campaIgns 1a
5% b MembershIp dues 1b l
3% c FundraISIng events 1c 1
d Related organIzatIons 1 d I
u 1
e Government grants (contrIbutIonsAll other contnbutIons, ngts, grants, and 3
3E SImIlar amounts not Included above Noncash contrIbns Included In Ins la-hTotal. Add lInesla-1f 10,634,041. 1
g Busmess Code m_ mum M
E 2a 561000 552,242. 552,242All other program serVIce revenue
9: g Total. Add lInes 2a-2f 552,242.
3 Investment Income (IncludIng dIVIdends, Interest and
other sImIIar amountsIncome from Investment of tax-exempt bond proceeds
5 RoyaItIes
(I) Real (II) Personal
6a Gross Rents v 2
b Less rental expenses
c Rental Income or (lossNet rental Income or (loss)
73 Gross amount from sales of (I) secum'es omer
assets other than Inventory Less cost or other so, W to f
and sales expenses GaIn or (loss) 445,828. M W
dNetgaIn or (loss) 445,828 0. 0 445,828Gross Income from fundraIsmg events 1%
a (not IncludIng
E of contrIbutIons reported on lIne 1c) V
See Part IV, lIne 18 a IZ $215 a
E b LesS' dIrect expenses Net Income or (loss) from fundraIsIng events
9a Gross Income from gamlng actIVItIes 1* x we 5
See Part IV, lIne 19 a
b dIrect expenses b a- - l
c Net Income or (loss) from gamIng actIVItIes
I
103 Gross sales of Inventory, less returns i
and allowances a
b Less cost of goods sold Net Income or (loss) from sales of Inventory
MIsceIlaneous Revenue Busmess Code 900099 -690. -690 O. 0.
d All other revenue
e Total. Add lInes 11a-11d 778 -
12 Total Revenue. Add lInes 1h, 29, 3. 4, 5, 6d, 7d, 8c, 9c,
10c,andne 11,026,136. 553,020. 0 -160,925.
BAA TEEA0109 12/18/2008 Form 990 (2008)
CITIZENAUDIT.ORG PAGE #10
Form 990 (2008) Donors Trust, Inc. 522166327 Page 10
IPart IX 1 Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
(A) (B) (C) (D)
00 not Include amounts re ortedon [Ines Total expenses Program serwce Management and Fundraismg
6bart expenses general expenses expenses
1 Grants and other a53istance to governments
and organizations In the U 3. See Part IV.
Iine21 9,427,072. 9,427,072.
2 Grants and other aSSistance to indiwduals in
the U 5 See Part IV, line 22
3 Grants and other aSSIstance to governments,
organizations, and indiwduals outSIde the
U 8 See Part IV, lines 15 and 16 l
4 Benefits paid to or for members I
5 Compensation of current officers, directors,
trustees, and keyemployees 286,334. 169,155. 20,152. 97,027.
5 Compensation not included above, to
disqualified persons (as defined under
section 4958(f)(1) and persons described in
section 4958(c)(3)(B)
7 Other salaries and wages 101,850. 77,362. 17,797. 6,691.
8 Pen5ion plan contributions (include section
401(k) and section 403(b) employer
contributions)
9 Other employee benefits
10 Payroll taxes
11 Fees for serVIces (non-employees)
a Management
bLegal 9,650. 6,434. 1,125. 2,091.
cAccounting 70,102. 53,843. 5,691. 10,568.
d Lobbying
e Prof fundraising See Part IV, In 17
1 Investment management fees gOther 33,434. 22,289. 3,901. 7,244.
12 Advertismg and promotion 68,479. 1,105. 0. 67,374.
13 Office expenses 9,826. 7,421. 842. 1,563.
14 Information technology 10,711. 10,277. 152. 282.
15 Royalties
16 Occupancy 52,173. 35,134. 5,964. 11,075.
17 Travel 102,106. 87,956. 0. 14,150.
13 Payments of travel or entertainment
expenses for any federal, state, or local
public
19 Conferences, conventions, and meetings
20 Interest
21 Payments to affiliates
22 DepreCIation, depletion, and amortization Insurance 656. 437. 77. 142.
24 Other expenses. Itemize expenses not
covered above. (Expenses grouped together
and labeled miscellaneous may not exceed
5% of total expenses shown on line 25 1
below) I
47,154. 41,550. 1,961. 3,643.
9,754. 7,593. 756. 1,405.
cLIgl_e_p1;10_n_e 6,439. 4,326. 739. 1,374.
d_Ut_:i_l_ii_e 3,536. 2,357. 413. 766.
5,787. 5,102. 240. 445.
i All otherexpenses 982,797. 976,885. 5,912. 0.
25 11,251,001. 10,957,628. 66,522. 226,851.
26 Joint Costs. Check here if followmg
SOP 98-2. Complete this line only if the
organization reported in column (B) iomt
costs from a combined educational
campaign and fundraISIrLLsolicnation
BAA
12/19/08
Form 990 (2008)
CITIZENAUDIT.ORG PAGE #11
a
Form 990 (2008) Donors Trust, Inc. 52-2166327 Page 11
[En X I Balance Sheet
(A) (B)
Beginning of year End of year
1 Cash non-interest-bearing . 1
2 Savmgs and temporary cash Investments Pledges and grants receivable, net 3
4 Accounts receivableReceivables from current and former officers, directors, trustees, key employees,
or other related parties Complete Part II of Schedule L 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) _w h H
A and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L 6
s 7 Notes and loans receivable, net 7
g 8 Inventories for sale or use 8
E 9 Prepaid expenses and deferred charges 9
10a Land, bUIldings, and equipment' cost has 10a 57 551 . s I
b Less accumulated depreCIation Complete Part VI of M ii
ScheduleD 10b 25,571. 34,964. 10c 31,980.
11 Investments publicly-traded securities Investments other securities. See Part IV, line Investments program-related See Part IV, line 11 13
14 Intangible assets 14
15 Otherassets See Part IV, line11 3,699. 15 3,699.
16 Total assets Add lines 1 through 15 (must equal line 34Accounts payable and accrued expenses Grants payable 18
19 Deferred revenue 19
k 20 Tax-exempt bond liabilities 20
a 21 Escrow account liability Complete Part IV of Schedule D 21
22 Payables to current and former officers, directors, trustees, key emplo ees, r: t. t i
i highest compensated employees, and disqualified persons Complete art
T
i of Schedule L 22
E 23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable 24
25 Other liabilities Complete Part X of Schedule D 25
26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117, check here and complete lines x
T 27 through 29 and lines Unrestricted net assets 11,026,220. 27 10,536,840.
a 28 Temporarily restricted net assets 28
5 29 Permanently restricted net assets 29
3 Organizations that do not follow SFAS 117, check here D and complete 2 i
5 lines 30 through 34. w m_ j
3 30 Capital stock or trust prinCIpal, or current funds 30
E 31 Paid-in or capital surplus, or land, bwlding, and equipment fund 31
k 32 Retained earnings, endowment, accumulated income, or other funds 32
g 33 Totalnetassetsorfund balances. 11,026,220. 33 10,536,840.
E 34 Total liabilities and net assets/fund balances lPart Xl l Financial Statements and Reportiqu
Yes No
1 Accounting method used to prepare the Form 990 D Cash Accrual D Other m g I
23 Were the organization's finanCIal statements compiled or reVIewed by an independent accountant7 Za X
b Were the organization's finanCIal statements audited by an independent accountant? 2b X
c If Yes' to 2a or 2b, does the organization have a committee that assumes responSibility for overSIght of the audit,
reVIew, or compilation of its finanCIal statements and selection of an independent accountant7 2c X
33 As a result of a federal award, was the organization reqwred to undergo an audit or audits as set forth in the Single
Audit Act and OMB Circular A-1337 3a X
b If Yes,' did the organization undego the reqUIred audit or audits7 3b
BAA
1 I 12/22/08
Form 990 (2008)
CITIZENAUDIT.ORG PAGE #12
OMB No 1545-0047
Public Charity Status and Public Support
To be completed by all section 501 organizations and section 4947(a)(1)
nonexempt charitable trusts.
Open to Public
Department of the Treasury I .
Internal Revenue Serwce Attach to Form 990 or Form 990-EZ. See separate instructions. '"sPeth"
Name f me organ'zat'on Employer identification number
Donors Trust, Inc. 52-2166327
IPartl jReason for Public Charity Status (All organizations must complete this part.) (see instructions)
The organization is not a private foundation because it is (Please check only one organization
1 A church, convention of churches or assouation of churches described in section
2 A school described in section 170(b)(1)(AXii). (Attach Schedule E
3 r A hospital or cooperative hospital serwce organization described in section (Attach Schedule H
4 A medical research organization operated in conjunction With a hospital described in section Enter the hospital's
name, City, and state'
5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section
(Complete Part II
6 A federal, state, or local government or governmental unit described in section
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section (Complete Part ll
8 A community trust described in section (Complete Part II
9 An organization that normally receives (1) more than 33-1/3 of its support from contributions, membership fees, and gross receipts
from actIVities related to its exempt functions subject to certain exceptions, and (2) no more than 33-1/3 of its support from gross
investment income and unrelated busmess taxable income (less section 511 tax) from busmesses acquued by the organization after
June 30, 1975 See section 509(a)(2). (Complete Part I
10 An organization organized and operated excluswely to test for public safety See section 509(a)(4). (see instructions)
11 An organization organized and operated excluswely for the benefit of, to perform the functions of, or carr out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section Check the box that
describes the type of supporting organization and complete lines lle through 11h
a DType l b DType II c Type Functionally integrated d D Type Other
e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other
tits)? fogndation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section
t
f If the organization received a written determination from the IRS that is a Type Type ll or Type supporting organization, D
check this box
9 Since August 17, 2006, has the organization accepted any gift or contribution from any of the followmg persons7
a person who directly or indirectly controls, either alone or together With persons described in (ii) and
below, the governing body of the supported organization7 11
(ii) a family member of a person described in above7 11
a 35% controlled entity of a person described in or (ii) above? 11
h Prowde the followmg information about the organizations the organization supports
Name of Supported (ii) EIN Type of organization (N) is the Did you notify (Vi) Is the (Vii) Amount of Support
Organization (described on lines l-9 organization in col the organization in organization in col
above or IRC section listed in your col of organized in the
(see instructions governing your support7 U S 7
document7
Yes No Yes No Yes No
Total
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule A (Form 990 or 990-EZ) 2008
TEEAO4OI l 2/1 7/08
CITIZENAUDIT.ORG PAGE #13
5
Schedule A (Form 990 or 990-EZ) 2008
Donors Trus
t, Inc.
52-2166327
Page 2
[Part ll lSupport Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only If you checked the box on lIne 5, 7, or 8 of Part
Section A. Public Support
Calendar year (or fiscal year
beginning in)
1
6
GIfts, grants, contrIbutIons and
membershIp fees recered Do
not Include 'unusual grants
Tax revenues leVIed for the
organIzatIon's benet and
eIther mm to It or expended
on Its behalf
The value of serVIces or
faculties furnIshed to the
organIzatIon by a governmental
unIt WIthout charge Do not
Include the value of serVIces or
generally furnIshed to
the publIc WIthout charge
Total. Add lInes 1-3
The Demon of total
contrIbutIons by each person
(other than a governmental
unIt or publIcly supported
organIzatIon) Included on lIne 1
that exceeds 2% of the amount
shown on lIne 11, column
Public support. Subtract lIne 5
from lIne 4
2004
2005 2006
2007
2008
Total
1,585,251.
2,805,881.
4,866,975.
12,188,446.
10, 634,041.
32, 080, 594.
l
. 12,188,446.
32,080,594.
1,585,251.
2,805,881.
g} .
10, 634,041.
7,869,840.
24,210,754.
Section B. Total Support
Calendar year (or fiscal year
beginning inAmounts from lIne 4
Gross Income from Interest,
dIVIdends, payments recered
on securItIes loans, rents,
royaltIes and Income form
sources
Net Income form unrelated
busmess actIVItIes, whether or
not the busmess Is regularly
carrIed on
Other Income Do not Include
gaIn or loss form the sale of
capItal assets (ExplaIn In
Part IV
Total support. Add ms 7
through 10
2004
2005 2006
2007
2008
(1) Total
1,585,251.
2,805,881.
4,866,975.
12,188,446.
10, 634, 041.
32,080, 594.
14, 874.
45,954. 111,726.
271, 453.
284, 903.
728,910.
2 c ..
$igtqa
4
453"
gge
4% Wk;
W. xx.
32,809,504.
Gross receIpts from related actIVItIes, etc (see Instructlons)
First five years. If the Form 990 Is for the organIzatIon's rst, second, thIrd, fourth, or tax year as a sectIon 501(c)(3)
organIzatIon, check thIs box and stop here
Section C. Computation of Public Support Percentage
I12
>ll
14 Publlc support percentage for 2008 (lIne 6, column dIVIded by lIne 11, column
15 PublIc support percentage f0r 2007 Schedule A, Part IV-A, lIne 26f
16a 33-1/3 support test 2008. lf the organIzatIon dId not check the box on lIne 13, and the lIne 14 Is 33-1/3 or more, check thIs box
and stop here. The organIzatIon qualIers as a publIcly supported organlzatlon
b 33-1/3 support test 2007. If the organIzatIon dId not check a box on lIne 13, or 16a, and lIne 15 Is 33-1/3% or more, check thIs box
and stop here. The organIzatIon qualIers as a publIcly supported organIzatIon
14
73.79%
15
67.04%
17a 10%-facts-and-circumstances test 2008. If the organIzatIon dId not check a box on lIne 13, 16a, or 16b, and lIne 14 Is 10%
or more, and If the organlzatlon meets the 'facts-and-CIrcumstances' test, check thIs box and stop here. ExplaIn In Part IV how
the organIzatIon meets the facts-and-CIrcumstances' test The organIzatIon qualIers as a publIcly supported organlzatIon
b 10%-facts-and-circumstances test 2007. If the organlzatlon dId not check a box on lIne 13, 16a. 16b, or 17a, and lIne 15 Is 10%
or more, and If the organIzatIon meets the facts-and-CIrcumstances test, check thIs box and stop here. ExplaIn In Part IV how the
The organIzatIon qualIers as a publIcly supported organIzatIon
organIzatIon meets the 'facts-and-CIrcumstances' test
b
18 Private foundation. If the organIzatIon dId not check a box on lIne, 13, 16a, 16b, 17a, or 17b, check thIs box and see InstructIons P Fl
Schedule A (Form 990 or 990-EZ) 2008
BAA
TEEA0402 12l17/08
CITIZENAUDIT.ORG PAGE #14
Schedule A (Form 990 or 990-EZ) 2008
Part Ill ISupport Schedule for Organizations Described in Section 509(a)(2)
Donors Trust:
Inc .
(Complete only if you checked the box on line 9 of Part I
Section A. Public Support
52-2166327
Page 3
Calendar year (or fiscal yr beginning in)>
1 Gifts, grants, contributions and
membership fees received SDO
not Include 'unusual grants
2 Gross receipts from
merchandise sold
or serVIces performed, or
faCIlities furnished in a actwity
that is related to the
organization's tax-exempt
purpose
3 Gross receipts from actiVities that are
not an unrelated trade or busmess
under section 513
4 Tax revenues IeVIed for the
organization's benefit and
either paid to or expended on
its behalf
5 The value of serVIces or
faculties furnished by a
governmental unit to the
organization Without charge
6 Total. Add lines 1-5
7a Amounts included on lines 1,
2, 3 received from disqualified
persons
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of 1% of
the total of lines 9, 10c, 11,
and 12 for the year or $5,000
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6)
2004
2005
2006
2007
2008
(9 Total
w
oases?
Section B. Total Support
Calendar year (or fiscal yr beginning in)
9 Amounts from line 6
103 Gross income from interest,
diVidends, payments received
on securities loans, rents,
royalties and income form
Similar sources
b Unrelated busmess taxable
income (less section 511
taxes) from busmesses
acqwred after June 30, 1975
c Add lines 10a and 10b
11 Net income from unrelated busmess
actiVIties not included inline 100,
whether or not the busmess is
regularly carried on
12 Other income Do not include
gain or loss from the sale of
capital assets (Explain in
Part IV
13 Total support. (add Ins 9, ice, 11, and 12)
14 First five years. If the Form 990 is for the organizations first, second, third, fourth, or fifth tax year as a section 501
organization, check this box and stop here
Section C. Computation of Public Support Percentage
2004
2005
2006
2007
2008
Total
2
Q
ox c
15 Public support percentage for 2008 (line 8, column diVided by line 13, column 15
16 Public support percentage from 2007 Schedule A, Part IV-A, line 279 16
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2008 (line 10c, column diVided by line 13, column 17
18 Investment income percentage from 2007 Schedule A, Part IV-A, line 27h 18
19a 331/3 support tests 2008. If the organization did not check the box on line 14, and line 15 is more than
more than check this box and stop here. The organization qualifies as a publicly supported organization
l 17
and me is not> D
is not more than check this ox and stop here. The organization qualifies as a publicly supported organization
b 33-1/3 support tests 2007. If the or anization did not check a box on line 14 or 19a, and line16 is more than and line 18
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
BAA
TEEA0403 01/29/09
Schedule A (Form 990 0r 990-EZ) 2008
CITIZENAUDIT.ORG PAGE #15
ScheduleA (Form 990 or 990-EZ) 2008 Donors Trust IncPage 4
|Part IV [Supplemental Information. Complete this part to prowde the explanation required by Part ll, line 10;
Part II, line 173 or 17b; or Part line 12. Prowde any other additional Information. (see Instructions)
BAA TEEA0404 10/07/08 Schedule A (Form 990 or 990-EZ) 2008
CITIZENAUDIT.ORG PAGE #16
SCHEDULE D I I OMB No 1545-0047
(Form 990) Supplemental F inanCIal Statements 2008
Depanmen, of the Tmasury Attach to Form 990. To be completed by organizations that Open to Public
Internal Revenue Semce answered Yes, to Form 990, Part IV, lines 12. Inspection
Name of the organization Employer Identification number
Donors Trust, Inc 522166327
[Part I IOrganizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.
Donor adVIsed funds Funds and other accounts
1 Total number at end of year 88 .
2 Aggregate contributions to (during year) 9 557 401 .
3 Aggregate grants from (during yearAggregate value at end of year 7 071 432 .
5 the organization Inform all donors and donor adVIsors In writing that the assets held In donor adVIsed
funds are the organization's property, subject to the organization's excluswe legal control7 Yes D No
6 Did the organization Inform all grantees, donors, and donor advrsors In writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor adVIsor or other
Impermis5Ible private benefit EYes H No
[53% Easements Complete If the organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply)
Preservation of land for public use (e g recreation or pleasure) Preservation of an historically important land area
Protection of natural habitat Preservation of certified historic structure
Preservation of open space
2 CfOlEplete lines 2a-2d If the organization held a qualified conservation contribution In the form of a conservation easement on the last day
0 t e tax year
3% 1; Held at the End of the Year
a Total number of conservation easements 2a
b Total acreage restricted by conservation easements 2b
c Number of conservation easements on a certified historic structure Included in 2c
d Number of conservation easements Included in acqwred after 8/17/06 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable
year
4 Number of states where property subject to conservation easement Is located
Does the organization have a written policy regarding the periodic monitoring, inspection, Violations, and
enforcement of the conservation easement It holds7 Yes D No
6 Staff or volunteer hours devoted to monitoring, Inspecting, and enforcmg easements during the year
7 Amount of expenses Incurred in monitoring, Inspecting, and enforcmg easements during the year
8 Does each conservation easement reported on line 2(d) above satisfy the reqwrements of section
170(hx4xBxI) and I7o<hx4><an>7 Yes El No
9 In Part XIV, describe how the organization reports conservation easements in Its revenue and expense statement, and balance sheet, and
Include, If applicable, the text of the footnote to the organization's finanCIal statements that describes the organization's accounting for
conservation easements
I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets
Complete If the organization answered 'Yes' to Form 990, Part IV, line 8.
13 If the organization elected, as permitted under SFAS 116. not to report in Its revenue statement and balance sheet works of art, historical
treasures, or other Similar assets held for public exhibition, education, or research In furtherance of public serVIce, prOVIde, In Part
the text of the footnote to its finanCIal statements that describes these Items
b If the organization elected. as permitted under SFAS 116, not to report In Its revenue statement and balance sheet works of art, historical
treasures, or other Similar assets held for public exhibition, education, or research In furtherance of public serVIce, prowde the followmg
amounts relating to these Items x
Revenues included In Form 990, Part line 1
(ii) Assets Included in Form 990, Part X
2 If the organization received or held works of art, historical treasures, or other Similar assets for finanCIal gain, prowde the followmg
amounts reqUIred to be reported under SFAS 116 relating to these items-
a Revenues Included in Form 990, Part VI, line 1
b Assets Included In Form 990, Part X
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2008
TEEA3301 12/23/08
CITIZENAUDIT.ORG PAGE #17
Schedule D (Form 999) 2008 Donors Trust66327 Page 2
[Bart [Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets jgontrnued)
3 Usmg the organization's accessmn and other records, check any of the followmg that are a significant use of its collection items (check all
that apply)
a Public exhibition d Loan or exchange programs
b Scholarly research e Other
c Preservation for future generations
4 Prowde a description of the organization's collections and explain how they further the organization's exempt purpose in
Part XIV
5 During the year, did the organization solICIt or receive donations of art, historical treasures, or other Similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes H No
[Pall IV lTrust, Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Part
IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not
included on Form 990, Part Yes,' explain the arrangement in Part XIV and complete the followrng table'
Amount
c Beginning balance
d Additions during the year
e Distributions during the year
f Ending balance
2a Did the organization include an amount on Form 990, Part X, line 217 Yes No
b If 'Yes, gplain the arrangement in Part XIV
[RartV lEndowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line 10.
Current year Prior year Two years back Three years back
1a Beginning of year balance 9 448 610 . m, :34? as a w?
bContributions 10,548,791. w is, 3
c Investment earnings or losses -472 O97 . -
d Grants or scholarships Other expenditures for faCilities 3? r,
and programs 1,103,256. a:
f Administrative expenses 115 399 . 2
gEnd ofyear balance 8,939,680. 2% is at 31%
2 Prowde the estimated percentage of the year end balance held as-
a Board deSIgnated or quasi-endowment 100 . 00
b Permanent endowment
c Term endowment
33 Are there endowment funds not in the possessmn of the organization that are held and administered for the
organization by'
unrelated organizations
(ii) related organizations
b If 'Yes' to 3a(ii), are the related organizations listed as reqwred on Schedule R7
4 Describe in Part XIV the intended uses of the organizations endowment funds
[Part VIAllnvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (3) Cost or other ba5is Cost or other DepreCIation (CD Book Value
(investment) bassther)
1a Land W 3* Wm
b Bu1ldings
c Leasehold improvements quUIpment 38,856. 23,975. 14,881.
e Other
Total. Add lines la-le (Column should equal Form 990, Part X, column (B), line 70(c)) F 31 980 .
BAA Schedule D (Form 990) 2008
TEEA3302 12/23/08
CITIZENAUDIT.ORG PAGE #18
ScheduleD (Form 990) 2008 Donors Trust,
Inc. 52-2166327 Page3
[Part VII llnvestmentsOther Securities See Form 990, Part X, line I2.
Description of security or category Book value Method of valuation
(including name of security) Cost or end-of-year market value
FinanCIal derivatives and other finanCial products
Closely-held eqUity Interests
Other i
3292ng Beige. _Sec_u_ri_t_i 2 5 0, 000- Cost
Total. (Column Fartool 51%? :32
[Part I Related (See Form 990, Part X, line I3)
(3) Description of Investment type Book value Method of valuation
Cost or end-of-year market value
Total. Column (b)(5hould equal Form 990, Pa_rtX, Col (3) line [Part IX {Other Assets (See Form 990, Part X, line 15)
Description Book value
Deposits 3,699.
Total. Column Total (should equal Form 990, Part X, col (B), line 75) 3 699 .
IzPart X [Other Liabilities (See Form 990, Part X, line 25Description of Liability Amount W A {a :tgig k trig
Federal Income Taxes 5 f f" v
on: gvigai
Total. Column Total (should equal Form 990, PanX, col (B) line 25)
In Part XIV, prOVIde the text of the footnote to the organizations finanCIal statements that reports the organization's liability for uncertain tax
p05itions under FIN 48
BAA TEEA3303 10/29/08
Schedule D (Form 990) 2008
CITIZENAUDIT.ORG PAGE #19
ScheduleD (Form 990) 2008 Donors Trust, Inc. 52 2 1663 2 7 Page 4
[Fart Xl IReconciliation of Charge in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part (A), lIne 12) 11 026 136
2 Total expenses (Form 990, Part IX, column (A), lIne 25) 11 2 51 001
3 Excess or (defICIt) for the year Subtract lIne 2 from Um I 224 865
4 Net unrealIzed gaIns (losses) on Investments -264 515
5 Donated serVIces and use of faCIlItIes
6 Investment expenses
7 PrIor perIod adjustments
8 Other (DescrIbe In Part XIV)
9 Total adjustments (net) Add IInes 4-8 -2 64 515 .
10 Excess or (defICIt) for the year per fInanCIal statements CombIne IInes 3 and 9 -489 3 80 .
[lrart Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gaIns, and other support per audlted fInanCIal statements 1 10 761 621 .
2 Amounts Included on lIne 1 but not on Form 990, Part lIne 12 g.
a Net unrealized gaIns on Investments 2a 2 64 515 .
b Donated serVIces and use of faCIlItIes 2b
c RecoverIes of prIor year grants 2c
d Other In Part XIV) 2d g
eAdd IInes 2a through 2d 2e 264, 515 .
3 Subtract lIne 2e from IIne1 Amounts Included on Form 990, Part lIne 12, but not on IIne1 2;
a Investments expenses not Included on Form 990, Part lIne 7b 4a
b Other In Part XIV) 4b
c Add IInes 4a and 4b 4c
5 Total revenue Add IInes 3 and 4c. (ThIs should equal Form 990, Part I, lIne 12) 5 11 O26 136 .
Wart Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audlted fInanCIal statements Amounts Included on lIne 1 but not on Form 990, Part IX, lIne 25'
a Donated serVIces and use of Za
b PrIor year adjustments 2b
c Losses reported on Form 990, Part IX, IIne 25 2c {g
d Other In Part XIV) 2d
e Add IInes 2a through 2d 2e
3 Subtract lIne 2e from |Ine1 3 11 251 001 .
4 Amounts Included on Form 990, Part IX, lIne 25, but not on IIne1:
a Investments expenses not Included 0n Form 990, Part lIne 7b 4a
b Other In Part XIV) 4b g
c Add IInes 4a and 4b 4c
5 Total expenses Add IInes 3 and 4c (ThIs should equal Form 990, Part I, lIne 18Supplemental Information
Complete thIs part to prowde the descrIptIons reqUIred for Part II, IInes 3, 5, and 9, Part IInes 1a and 4; Part IV, IInes 1b and 2b, Part V,
lIne 4, Part X, Part XI, lIne 8; Part Xll, IInes 2d and 4b, and Part IInes 2d and 4b
Pt V Line 4 The lien_d Lb9a_r_d_ Qe_s_i geaEsQL else. ietssei use. i_n_
BAA TEEA3304 12/23/08 Schedule D (Form 990) 2008
CITIZENAUDIT.ORG PAGE #20
ScheduleD (Form 99%008 Donors Trust, Inc. 522 166327 Page 5
[En XIV lSupplemental Information (continued)
BAA TEEA3305 07/24/03 Schedule D (Form 990) 2008
CITIZENAUDIT.ORG PAGE #21
Grants and Other Assistance to Organizations,
Governments and Individuals in the U.S.
Complete if the organization answered 'Yes, on Form 990, Part IV, lines 21 or 22. Open to Public i
Attatch to Form 990. inspection I
Name of the organization Employer identication number
Donors Trust, Inc. 522166327
[Partl General Information on Grants and Assistance
1 Does the organization maintain records to substantiate the amount of the grants or aSSIstance, the grantees' eligibility for the grants or a55istance, and
the selection criteria used to award the grants or aSSIStance7 a Yes D No
2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States
[Part II [Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' on Form
990, Part IV, line 21 for any reCIpient that received more than $5,000. Check this box if no one reCIpient received more than $5,000. Use
Part IV and Schedule I-1 Form 990) if additional space is needed H
Name and address of organization EIN IRC section Amount of cash grant Amount of non-cash (0 MemOd 0 Va'uat'on (9) Description of Purpose of grant
or government if applicable a55istance (bookv thx-egpp'a'saL non cash or a55istance
See schedule, attached
2 Enter total number of section 501(c)(3) and government organizations
3 Enter total number of other organizations
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3901 12/19/03 Schedule I (Form 990) 2008
CITIZENAUDIT.ORG PAGE #22
Schedulel (Form 990) 2008 Donors Trust Inc . 522166327 Page 2
Part [Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' on Form 990, Part IV, line 22.
Use Schedule H (Form 990) if additional space is needed.
Type of grant or a55istance Number of Amount of Amount of (9) Method of valuation (book. (0 Description of non-cash
reelpients cash grant non-cash a55istance FMV. appraisal. other)
[Part IV [Supplemental Information. Complete this part to prowde the information reqUIred in Part I, line 2, and any other additional information.
T:i_rI_e_ 2. _qr911t_5_ 1vi_1_l_ r10}. he. BEEF. 0. _bsrleji t. _aax _d_i 5.1112 ;i_f_i ed. 22592 131.1. 91335139;
BAA Schedule I (Form 990) 2008
TEEA3902 10/02/08
CITIZENAUDIT.ORG PAGE #23
SCHEDULE J Compensation Information 0MB No 1545-0047
(Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Attach to Form 990. To be completed by organizations that Open to Public
ry answered 'Yes' to Fomi 990, Part IV, line 23. Inspection
Name 0' the 0'93m230" Employer identification number
Donors Trust, Inc. 52-2166327
lPart I lQuestions Regarding Compensation
Yes No
1a Check the appropriate box(es) if the organization prowded any of the followmg to or for a person listed in Form 990, Part
VII, Section A, line Ia Complete Part to prowde any relevant information regarding these items
First-class or charter travel Housmg allowance or reSIdence for personal use l
Travel for companions Payments for busmess use of personal re5idence E
Tax indemnification and gross-up payments Health or somal club dues or initiation fees
Discretionary spending account Personal serVIces (e g maid, chauffeur, chef) J
b If line la is checked, did the organization follow a written policy regarding payment or reimbursement or prowsion of all v - >5
of the expenses described above7 If 'No, complete Part to explain 1b
2 Did the organization reqUIre substantiation prior to reimbursmg or allowmg expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line la7 2
l
3 Indicate which, if any, of the followmg organization uses to establish the compensation of the organization's
CEO/Executive Director Check all that apply I
t) I
Compensation committee Written employment contract 3% I
Independent compensation consultant Compensation survey or study g? I
Form 990 of other organizations Approval by the board or compensation committee
4 During the year, did any person listed in Form 990, Part VII. Section A, line 1a n l
a Receive a severance payment or change of control payment7 4a X
b PartICIpate in, or receive payment from, a supplemental nonqualified retirement plan7 4b X
c PartICIpate in, or receive payment from, an eqwty-based compensation arrangement7 4c X
If Yes' to any of 4a-c, list the persons and prOVide the applicable amounts for each item in Part
Only 501(c)(3) and 501(c)(4) organizations must complete lines 5-8.
5 For persons listed in Form 990, Part VII, Section A, line Ia, did the organization pay or accrue any compensation a: E
contingent on the revenues of 7
a The organization7 5a X
b Any related organization7 5b X
If 'Yes' to line 5a or 5b, describe in Part
6 For persons listed in Form 990, Part VII, Section A, line Ia, did the organization pay or accrue any compensation g:
contingent on the net earnings of M
a The organization7 6a X
b Any related organization7 6b X
If 'Yes' to line Ga or 6b, describe in Part
7 For person listed in Form 990, Part VII, Section A, line la, did the organization prowde any non-fixed payments not
described in lines 5 and 67 If 'Yes, describe in Part 7 x
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial
contract exception described in Regs section 53 If 'Yes, describe in Part 8 X
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2008
TEEMIOI I2I23I08
CITIZENAUDIT.ORG PAGE #24
Schedule J (Form 990) 2008 Donors Trust Inc . 52-2166327 Rage 2
n ll |0fficers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-l If additional space IS needed.
For each IndIVIdual whose compensatlon must be reported In Schedule J, report compensation from the organization on row (I) and from related organlzatlons In the Instructions on
row Do not lust any mdwuduals that are not listed on Form 990, Part W
Note. The sum of columns must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, lIne la
(B) Breakdown of W-2 and/or compensation Deferred (D) Nontaxable (E) Total of columns (F) Compensation
- compensation benefits reported In pnor
(A) Name collation $333310 Form 990 or
Form 990-EZ
154,623. 0. 0. 15,000. 0. 169,623. 0.
Whitney L Ball (ii(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
(ii)
65)
(ii)
(ii)
BAA TEEA4102 08/11/08 Schedule J (Form 990) 2008
l
l
CITIZENAUDIT.ORG PAGE #25
Schedule J (Form 990) 2008 Donors Trust, Inc. 522166327 Page 3
IPart Ill 1 Supplemental Information
Complete this part to prOVide the Information, explanation, or descriptions reqwred for Part I, lines laAlso complete
this part for any additional information.
BAA Schedule J (Form 990) 2008
TEEA4103 06/30/08
CITIZENAUDIT.ORG PAGE #26
SCHEDULE M
(Form 990)
Non-Cash Contributions
To be completed by organizations that answered 'Yes'
Department of the Treasury
Internal Revenue SerVIce
Attach to Form 990.
on Form 990, Part IV, lines 29 or 30.
OMB No 1545-0047
2008
Open to Public
Inspection
Name of the organization
Donors Trust, Inc.
Employer identification number
[Part I lTypes of Property
1 ArtWorks of art
2 ArtHistorical treasures
3 ArtFractional interests
4 Books and publications
5 Clothing and household goods
6 Cars and other vehicles
7 Boats and planes
8 Intellectual property
9 SecuritiesPublicly traded
10 SecuritiesClosely held stock
11 SecuritiesPartnership, LLC, or trust interests
12 SecuritiesMiscellaneous
13 Qualified conservation contribution (historic structures)
h
Qualified conservation contribution (other)
Real estateReSIdential
Real estateCommerCIal
Real estateOther
Collectibles
Food Inventory
Drugs and medical supplies
TaXIdermy
Historical artifacts
Seientific speCImens
Archeological artifacts
Other
Other
Other
Other
(C)
Check if Number of Revenues reported Method of determining
applicable Contributions on Form 990, revenues
Part line lg
X 13 1,468,626. FMV on date received
N
0
organization completed Form 828 Part IV, Donee Acknowledgement
Number of Forms 8283 received b the organization during the tax year for contributions for which the
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must
hold for at least three years from the date of the initial contribution, and which is not reqUIred to be used for exempt
purposes for the entire holding period?
b If 'Yes, describe the arrangement in Part ll
31 Does the organization have a gift acceptance policy that reqUires the reVIew of any non-standaid contributions7
32a Does the organization hire or use third parties or related organizations to what, process, or sell
noncash contributions?
b If 'Yes, describe in Part II.
33 If the organization did not report revenues in column for a type of property for which column is checked,
describe in Part II
29 0 .
Yes No
31); x
"311' x
32 a X
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA460 1
12/18/08
Schedule M (Form 990) 2008
CITIZENAUDIT.ORG PAGE #27
ScheduleM (Form 990) 2008 Donors Trust, Inc. 522166327 Pagez
lPart ll [Supplemental Information. Complete part to prowde the Information requ1red by Part I, llnes 30b, 32b,
and 33. Also complete this part for any Information.
BAA TEEA4602 07ll4/08 Schedule M (Form 990) 2008
CITIZENAUDIT.ORG PAGE #28
SCHEDULE 0
(Form 990)
Department of the Treasury
Internal Revenue Sewice
Supplemental Information to Form 990
Attach to_Form 99_0. To be completed by organizations to rovide
additional Information for responses to specific questions or the
Form 990 or to provide any additional information. i
OMB No 1545-0047
2008
Open to Public
Inspection
Name of the organization
Employer identification number
Donors Trust. Inc. 52-2166327
Li_n_e_ L0. me. {9:3er _i $317553.ng _by _t_h_e _o_r.gn_i_zt_i9r_ls_ 312%}. 9039322
Li_rLe_ L9. 211011333913 e_s_t
L i_n_e_ 125. 110205 21.1 2f: 2029} we t_h 2u_r 039 2111: ares;
L Ln_e_ 20$ 1.0L _T_h ass 1312112111263 s_a_re_ Firehibj Les Eremheziaibgsgaesjsal LUESJE gsamgaelss a_f1_1 Lilies
L i_n_e_ 191., 6:65 25.1113 105 91.5 Bears 2r_sgp_pL1_e r_s_0 1.13920; 5391.5 233252 92035. 391.0; f_i21_aLs__f
1L L Ln_e_ L25. egga 2e} y_c_on_tr_oL1_e (1&2 d_d_1 s_c Le_d _in_t2 arse) ads 26.52 c_h 173 n_s 2c: 1215295211021!
Ling. L2_c_ LL 2119. QOIIBELL 90.113952. 9f. 1311.5; Ile_s u: _ae_ 22p; 9v_esl _by_t_h _B96_tr_d_o_f_D_ir ec_t9 225.-
12,. L Ln_e_ Loris-Emmi 262 v_ivrs_a_n 22p; 9v_es 1.16. eoyeeyeeti 9n_p_lr1 aqua.le .
3; Li_n_e_ Ih_e_ 213$ i_5_ Less i_n_d_i zi_dya_l_ peafgmazlsec 99mpapl e _C9I11p_e1a_t} 9n.
EL Li_n_e_ L5. 25.6972 i_l_a1_31_e_0_n_92 95., _a1<_i Laoysinlesgji me; .
Pt VIB, Line 1 5 The Board of Directors Egg plain;
TEEA4901
12/i9/oa Schedule 0 (Form 990) 2008
CITIZENAUDIT.ORG PAGE #29
OMB No 1545-0047
SCHEDULE R
99) Related Organizations and Unrelated Partnerships
Attach to Form 990. To be completed by organizations that answered 'Yes' to Form 990, Part IV, lines 33, 34, 35, 36, or 37.
Open to Public
See separate instructions.
Department of the Treasury Inspection
Internal Revenue Servrce
Name at the organization Employer identification number
Donors Trust, Inc. 522166327
Identification of Disregarded Entities
(A) (B) (C) (D) (E) (F)
Name, address, and EIN of disregarded entity Primary Legal d0m|C|le (state Total Income End-of-year assets Direct controlling
or foreign country) entity
m Identification of Related Tax-Exempt Organizations
(A) (B) (C) (D) (E) (F)
Name, address, and EIN of related organization Primary actuvrty Legal (state Exempt Code sectlon PUbllC charity status Direct
or foreign country) (If section 501(c)(3)) entity
13990.5 _C_api_t; _F2r_1d_,_ lflc; _5_4:l9_3:193_2 Grant making
PO Box 1305, Alexandria VA 22313 MD 501(c)(3) 509(a)(1) Typelso
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. 12/23/08 Schedule R (Form 990) (2008)
CITIZENAUDIT.ORG PAGE #30
Schedule R (Form 990) 2008 Donors Trust
Inc .
[Part Ildentification of Related Organizations Taxable as a Partnership
52-2166327
Page 2
(A)
Name, address, and EIN of
related organization
(3)
Primary Actuvrty
(C)
Legal
domicne
(state or
foreign
country)
(D)
Direct
entity
(E)
Predominant
Income (related,
Investment,
unrelated)
(F)
Share of total Income
(G)
Share of end-of-year
assets
Dispropor-
(H)
tIonate
allocations?
(I)
Code V-UBI
amount In Box
20 of Ecredule
Yes
No
(Form 1065)
(J)
General or
managing
partner?
Yes No
Part IV Identification of Related Organizations Taxable as a Corporation or Trust
(A)
Name, address, and EIN of related organlzatlon
(3)
Primary
(C)
Legal
(state or foreign
country)
entity
(0)
Direct
(E)
Type of entity
or trust)
(C corp, S corp,
(F)
Share of total income
(G)
Share of end-of-year
assets
(H)
Percentage
ownershl p
TEEA5002
12/23/08
Schedule R (Form 990) (2008)
CITIZENAUDIT.ORG PAGE #31
edule R (Form 990) 2008 Donors Trust, Inc.
m Transactions With Related Organizations
52-2166327 Page3
Note Complete line 1 if any entity is listed in Parts II, or IV
During the tax year did the organization engage in any of the followmg transactions With one or more related organizations listed In Parts Il-lV
a Receipt of Interest (ii) annwties royalties (iv) rent from a controlled entity
b Gift, grant, or capital contribution to other organization(s)
c Gift, grant, or capital contribution from other organization(s)
d Loans or loan guarantees to or for other organization(s)
e Loans or loan guarantees by other organization(s)
Sale of assets to other organization(s)
9 Purchase of assets from other organization(s)
h Exchange of assets
Lease of faculties, equnpment, or other assets to other organization(s)
j Lease of faculties, eqUIpment, or other assets from other organization(s)
k Performance of serVIces or membership or fundraismg soIiCItations for other organization(s)
Performance of serVices or membership or fundraismg solicrtations by other organization(s)
m Sharing of faCilities, equrpment, mailing lists, or other assets
n Sharing of paid employees
0 Reimbursement paid to other organization for expenses
p Reimbursement paid by other organization for expenses
q Other transfer of cash or property to other organization(s)
r Other transfer of cash or property from other organization(the answer to any of the above is 'Yes, see the instructions for information on who must complete this line, including covered relationships and transaction thresholds
(A)
Name of other organization
(3) (C)
Transaction Amount involved
type
(1)
Donors Capital Fund, Inc.
134, 834.
(2)
Donors Capital Fund, Inc.
1,477,500.
(3)
Donors Capital Fund, Inc.
552, 242 .
(4)
Donors Capital Fund, Inc.
0 .
(5)
(6)
BAA
TEEA5003 07/02/08
Schedule R (Form 990) (2008)
CITIZENAUDIT.ORG PAGE #32
Schedule R (Form 990) 2008 Donors Trust Inc . 522166327 Page 4
Part VI Unrelated Organizations Taxable as a Partnership
Prowde the followmg information for each entity taxed as a partnership through which the organization conducted more than five percent of Its actiwties (measured by total asset or gross
revenue) that was not a related organization See Instructions regarding exclu5ion for certain investment partnerships
(A) (B) (D) (E) (F) (G) (H)
Name, address, and EIN of entity Primary actIVIty Legal Are 3 Partners Share of end-of-year Dispropor- Code V-UBI amount General or
(State or Foreign 599m" assets tionate in Box 20 of managing
Country) 501(c)(3) allocations? Schedule K-l partner7
organizations7 Form (1065BAA TEEA5004 01/21/09 Schedule R (Form 990) (2008)
CITIZENAUDIT.ORG PAGE #33
Donors Trust, Inc. 52-2166327
Schedule 0 (Form 990), Supplemental lnformatron to Form 990
Form 990, Page 2, Part Line 1 (continued)
Briefly describe the organization's
RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE,
FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY
AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO NEEDS, AS
OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Schedule 0 (Form 990), Supplemental Informatlon to Form 990
Form 990, Page 2, Part Line 4d (continued)
4d Describe the exempt purpose achievements for each of the organization's other program
servrces Section 501(c)(3) and (4) organizatlons and 4947(a)(l) trusts are reqUIred to
report the amount of grants and allocations to others, the total expenses, and revenue, If any, for
each program servrce reported
Code: PROJECT OF PERCEPTIONS OF AMERICANS ABROA (PPAA)
Expenses l 620 . THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD Is A RESEARCH PROJECT WHICH
Grants O . AIMS TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS
Revenue 0 . EXPRESSED AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN
INTERVIEWS SPECIALLY CONDUCTED FOR THIS PROJECT.
Code. Description. THE PROJECT ON FAIR REPRESENTATION (PFR)
Expenses 3 09 848 . THE PROJECT ON FAIR REPRESENTATION WORKS To EFFECT CHANGE IN LAW AND PUBLIC
Grants 0 . POLICY THROUGH A COMBINATION OF RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN
Revenue 2 65 000 . THE FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED VOTING,
EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT.
Code. The Hollywood Progect (HPP) The Hollywood Progect aimed to advance liberty
Expenses 223 864 . and virtue, in America and globally, by touching creative
Grants Of 987 . profesSIOnals at the center of world visual media: Hollywood.
Revenue 170,000.
Code' Government Growth Three major trends have the
Expenses 8, 776 . potent1al of dramatlcally affectmg economlc, polltical, and soc1a1 outcomes Over the
Grants O . retxrement of the baby boom' generation, the cost Increase for medical serv1ces, and
Revenue 0 . In government to exceed Output per caplta To provxde greater O
the Government and Growth progect took a new look at how government actrons affect the
taxatlon, and regulatlon w1th1n a framework of dynam1c cost benefrt ana1y51s A set 0
tools was developed to measure the true costs of government and reg
Code: The Supply Side Project (SSP)
Expenses 78 985 . The Supply Side Project develops and advances fundamental, marketbased reform
Grants Of 0 . proposals for Soc1al Securrty, Medicaid, Medicare, welfare, and healthcare
Revenue 100,000.
CITIZENAUDIT.ORG PAGE #34
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 9/Noncash
Description Amount
Marketable securities 1,468,626.
Total 1,468,626.
Supporting Statement of:
Form 990 p ll/Line 11, column (B)
Description Amount
Publicly traded mutual funds x 1, 325, 501.
2000 Walgreen 49,340.
600 Resmed 22,488.
2500 Poer Inds 120,246.
1000 Forest Labs 25,470.
250 Abbott Labs 13,343.
Total 1,556,388.
Supporting Statement of:
Schedule D/Part I, line 2, Col
Description Amount
Cash contributions 7,990,615.
Marketable security contributions 1 566 786.
Total 9,557,401.
Supporting Statement of:
Schedule Part I, line 3 Col
Description Amount
Cash gifts to public charities 9, 221,144.
Total 9,221,144.
CITIZENAUDIT.ORG PAGE #35
Donors Trust, Inc. 52-2166327
Supporting Statement of:
D, page 2/Part V, line 1c col
Description Amount
Interest and dividends 238,245.
Realized loss on marketable securities 445,828.
Unrealized loss on marketable securities 264,514.
Total 472,097.
Supporting Statement of:
D, page 2/Part V, line 1d col
Description Amount
Grants to public charities 9,366,969.
Total 9,366,969.
Supporting Statement of:
D, page 2/Part V, line le col
Description Amount
Program related directed expenses 1,103,256.
Total 1,103,256.
Supporting Statement of:
Sch. R, page 3/Amount Involved1
Description Amount
grant to close out DT donor-advised fund 134,834.
Total 134,834.
Supporting Statement of:
Sch. R, page 3/Amount Involved2
Description Amount
Grants in support of special projects 1,477,500.
CITIZENAUDIT.ORG PAGE #36
Donors Trust, Inc. 52-2166327
Continued
Supporting Statement of:
Sch. R, page 3/Amount Involved-2
Description Amount
Total 1,477,500.
Supporting Statement of:
Sch. R, page 3/Amount Involved3
Description Amount
Administration services provided 552,242.
Total 552,242.
Supporting Statement of:
Sch. R, page 3/Amount Involved4
Description Amount
Although the organizations share office
space and facitlities, no separate amount
is charged for use of space and facilities 0.
Total
CITIZENAUDIT.ORG PAGE #37
DONORSTRUST 2008 FORM 990 EIN: 52-2166327
PART VI, QUESTION 4
FIRST AMENDMENT TO THE BY-LAWS
OF
DONORS TRUST, INC.
This FIRST AMENDMENT to the BY-LAWS of DONORS TRUST, INC. is made December, 2008, by and among the undersigned.
EIIESSEIH
WHEREAS, the Corporations Board of Directors (Directors) adopted By-Laws to
proscribe rules for the governance and functioning; and
WHEREAS, the Directors desire to amend the By-Laws, pursuant to Section 4, as stated
below.
NOW, THEREFORE, the undersigned, constituting all of the Directors of the
Corporation, do hereby take the actions set forth below, and to evidence their waiver of any right
to dissent from such actions, do hereby consent as follows:
1. That Article II, Section 1, paragraph 1 of the By-Laws shall be deleted in its entirety and
replaced with the following:
The ofcers of the Corporation shall consist of a Chairman, Vice Chairman, President
CEO, Treasurer and a Secretary, and whenever deemed advisable by the Board, one or
more Assistant Secretaries, Assistant Treasurers, Assistant Vice-Presidents or additional
ofcers. The ve (5) ofcers listed in the preceding sentence shall be chosen from
among the Directors.
2. That Article II, Section 2: President shall be renamed Section 4.
3. That Article II, Section 2. shall be replaced with the following:
Section 2. Chairman.
The Chairman shall serve as Chairman of the Board of Directors. The chair shall have
authority to employ a President and Chief Executive Ofcer or other persons at salaries
xed by resolution of the Board of Directors to assist in the general management and
direction of the activities of the Corporation, and shall authority to sign and execute, in
the name of the Corporation, all deeds, mortgages, bonds, contracts or other instruments
to be executed on the Corporations behalf.
4. That Article II, Section 3 shall be replaced with the following:
Section 3. Vice Chairman.
In the absence of the Chairman or in the event of his or her inability or refusal to act, the
Vice Chairman shall perform the duties of Chairman, and when so acting, shall have and
1
CITIZENAUDIT.ORG PAGE #38
DONORSTRU ST
2008 FORM 990
PART VI, QUESTION 4
EIN: 52-2166327
may exercise all powers of the Chairman. The Vice Chairman shall perform such other
duties as from time to time may be assigned by the Chairman or Board of Directors.
5. That Article II, Section 4 shall be renamed Section 5 Assistant VicePresident.
6. That Article II, Section 5 shall be renamed Section 6 Treasurer.
7. That Article II, Section 6 shall be renamed Section 7 Secretary.
8. That Article II, Section 7 shall be renamed Section 8 Assistant Ofcers.
9. That Article II, Section 8 shall be renamed Section 9 Compensation.
10. That Article 11, Section 9 shall be renamed Section 10 Removal.
1 1. That Article II, Section 10, shall be renamed Section 11 Vacancies.
12. The Corporations By-Laws shall otherwise remain in full force and effect, except as
amended hereby.
WITNESS:
(SEAL)
Kimberley 0. Dennis, Director
(SEAL)
James Piereson, Director
(SEAL)
Whitney L. Ball, Director
(SEAL)
William J. Hume, Director
(SEAL)
Nathaniel C. Moffat, Director
CITIZENAUDIT.ORG PAGE #39
Donors Trust, Inc. Form 990 - 2008 EIN: 52-2166327
Part VI
Section C - Line 17
CITIZENAUDIT.ORG PAGE #40
Donors Trust, Inc.
Received Symbol
6/24/2008 ABT
6/24/2008 ALL
6/24/2008 AEO
6/24/2008 AFLYY
6/24/2008 AVX
6/24/2008 ALK
6/24/2008 AA
6/24/2008 ASIA
6/24/2008 AFOP
6/24/2008 EYE
6/24/2008 ACTI
6/24/2008 ASEI
6/24/2008 AMSWA
6/24/2008 ANN
6/24/2008 AMAT
6/24/2008 ADM
6/24/2008 ABFS
6/24/2008 AVT
6/24/2008 CELL
6/24/2008 BDR
6/24/2008 BAC
6/24/2008 BBY
6/24/2008 BHE
6/24/2008 BA
6/24/2008 BC
6/24/2008 CAPA
6/24/2008 CEVA
6/24/2008 CVX
6/24/2008 COP
6/24/2008 CAT
6/24/2008 CHK
6/24/2008 COHU
6/24/2008 CPWR
6/24/2008 GLW
6/24/2008 CY
6/24/2008 DVN
6/24/2008 DHI
6/24/2008 DIS
6/24/2008 DOW
6/24/2008 DD
6/24/2008 ESV
6/24/2008 ENH
6/24/2008 ETN
6/24/2008 XOM
6/24/2008 EXP
6/24/2008 ENTN
6/24/2008 FSII
6/24/2008 FCX
6/24/2008 FRO
6/24/2008 FRX
6/24/2008 GW
6/24/2008 GS
Form 990 - 2008 B Part II
No. 4 From B Part I
Attachment Page 1 of 3
Desmtion
ABBOTT LABS
ALLSTATE CORP DEL COM
AMER EAGLE OUTFITTERS
AIR FRANCE KLM SPON ADR
AVX CORP NEW
ALASKA AIR GROUP INC COM
ALCOA INC
ASIAINFO INC COM
ALLIANCE FIBER OPTIC PDS
ADVANCED MEDICAL OPTICS
ACTIVIDENTITY CORP
AMER SCIENCE ENGIN
AMN SOFTWARE INC CL A
ANNTAYLOR STRS CORP
APPLIED MATERIAL INC
ARCHER DANIELS MIDLD
ARKANSAS BEST CORP
AVNET INC
BRIGHTPOINT INC
BLONDER TONGUE LAB INC
BANK OF AMERICA CORP
BEST BUY CO INC
BENCHMARK ELECTRONICS
BOEING COMPANY
BRUNSWICK CORP
CAPTARIS INC
CEVA INC
CHEVRON CORP
CONOCOPHILLIPS
CATERPILLAR INC DEL
CHESAPEAKE ENERGY OKLA
COHU INC
COMPUWARE CORP
CORNING INC
CYPRESS PV1CTS
DEVON ENERGY CORP NEW
D R HORTON INC
DISNEY (WALT) CO COM STK
DOW CHEMICAL CO
DU PONT E I DE NEMOURS
ENSCO INTL INC COM
ENDURANCE SPECIALTY HLDG
EATON CORP
EXXON MOBIL CORP COM
EAGLE MATERIALS INC
ENTORIAN TECHNOLOGIS INC
FSI INTL INC
FREEPRT-MCMRAN CPR GLD
FRONTLINE LTD
FOREST LABS INC
GREY WOLF INC
GOLDMAN SACHS GROUP INC
Quantity
180
150
586
400
275
225
175
675
6,300
278
1,575
150
1,825
150
275
275
350
385
650
3,675
85
150
375
125
350
1,875
1,325
115
100
115
225
360
700
565
200
115
700
300
150
170
150
190
100
95
175
2,725
2,250
150
100
115
1,050
50
EIN: 52-2166327
m Value
53.75 9,675
47.46 7,119
15 93 9,335
24.25 9,700
11.81 3,248
17.17 3,863
36.89 6,456
12.78 8,627
1.35 8,505
19.3 5,365
2.76 4,347
55.29 8,294
5.9 10,768
24.8 3,720
19.98 5,495
33.16 9,119
36.77 12,870
28.15 10,838
6.98 4,537
1.21 4,447
26.62 2,263
41.02 6,153
16.8 6,300
74.79 9,349
11.7 4,095
4.13 7,744
8.37 11,090
98 64 11,344
94 68 9,468
76.64 8,814
65.45 14,726
15.67 5,641
9 57 6,699
24 86 14,046
26.89 5,378
117.43 13,504
12.62 8,834
32.22 9,666
36.58 5,487
43.96 7,473
80 09 12,014
32.12 6,103
91 9,100
86.92 8,257
28.15 4,926
0 79 2,153
1.365 3,071
115.72 17,358
69.8 6,980
32.94 3,788
9.38 9,849
181.98 9,099
CITIZENAUDIT.ORG PAGE #41
Donors Trust, Inc.
Received Symbol
6/24/2008 GE
6/24/2008 GNA
6/24/2008 HYC
6/24/2008 HES
6/24/2008 HAS
6/24/2008 HPQ
6/24/2008 IDTI
6/24/2008 IGT
6/24/2008 IP
6/24/2008
6/24/2008 JAKK
6/24/2008 JPM
6/24/2008 JOYG
6/24/2008 JNJ
6/24/2008 KLAC
6/24/2008 KBH
6/24/2008 KEYN
6/24/2008 LMT
6/24/2008 LLY
6/24/2008 MRO
6/24/2008 MAT
6/24/2008 MRK
6/24/2008 MSFT
6/24/2008 NTE
6/24/2008 NBR
6/24/2008 NSM
6/24/2008 NOK
6/24/2008 NSC
6/24/2008 OSIS
6/24/2008 ORBT
6/24/2008 OVTI
6/24/2008 OLN
6/24/2008 OSG
6/24/2008 PSEM
6/24/2008 PRLS
6/24/2008 PFE
6/24/2008 ZQK
6/24/2008 ROAC
6/24/2008 RAI
6/24/2008 RDC
6/24/2008 STX
6/24/2008 SLE
6/24/2008 SGP
6/24/2008 AOS
6/24/2008 SEH
6/24/2008 SFY
6/24/2008 SYMC
6/24/2008 TDW
6/24/2008 TLAB
6/24/2008
6/24/2008 TK
6/24/2008 TGT
Form 990 - 2008 B Part II
No. 4 From B Part I
Attachment Page 2 of 3
Description
GENERAL ELECTRIC
GERDAU AMERISTEEL CORP
HYPERCOM CORP
HESS CORP
HASBRO INC COM
HEWLETT PACKARD CO DEL
DEVICE TECH CALIF
INTL GAME TECHNOLOGY
INTL PAPER CO
INSTEEL INDUSTRIES INC
JAKKS PACIFIC INC
JPMORGAN CHASE CO
JOY GLOBAL INC DEL COM
JOHNSON AND JOHNSON COM
KLA TENCOR CORP
KB HOME
KEYNOTE SYSTEMS INC
LOCKHEED MARTIN CORP
ELI LILLY CO
MARATHON OIL CORP
MATTEL INC COM
INC
MICROSOFT CORP
NAM TAI ELECTRS
NABORS INDUSTRIES LTD
NATL SEMICONDUCTOR
NOKIA CORP SPON ADR
NORFOLK SOUTHERN CORP
OSI SYSTEM INC
ORBIT INTL CORP COM NEW
OMNIVISION TECHS INC DEL
OLIN CORP $1 NEW
OVRSEAS SHIPHLD GRP
PERICOM SEMICONDUCTOR
PEERLESS SYSTEMS INC
PFIZER INC DEL
QUIKSILVER INC
ROCK OF AGES CP CL A
REYNOLDS AMERICAN INC
ROWAN COMPANIES INC
SEAGATE TECHNOLOGY
SARA LEE CORP COM
SCHERING PLOUGH CORP
SMITH A O CORP DEL COM
SPARTECH CORP NEW COM
SWIFT ENERGY CO
SYMANTEC CORP COM
TIDEWATER INC COM NEW
TELLABS INC DEL PV 1CT
TII NETWORK TECHNOLOGIES
TEEKAY CORP
TARGET CORP COM
Quantity
185
900
1,475
60
515
225
525
250
125
309
425
125
175
115
175
475
600
100
135
265
450
175
275
1,150
275
275
375
200
275
875
320
350
135
875
2,342
225
565
1,400
150
225
450
375
200
140
700
175
325
125
600
3,500
175
150
EIN: 52-2166327
Price
27.59
19.3
4.67
126
37.23.86
18.32
23.37
37.72
80.17
64.72
40.9
18.77
13.3
103.94
46.94
52.94
18.4
37.03
27.73
13.05
48.92
21.29
24.66
62 62
22.87
7.01
12.93
26.86
83.25
15.68
1 8
17.69
9.81
3.27
48.65
46 14
19.66
12.57
19.33
34.96
10 47
63.52
19.47
64.16
4.88
1.63
48.26
49.17
Value
5,104
17,370
6,888
7,560
19,266
10,134
5,240
7,238
2,983
5,661
9,932
4,715
14,030
7,443
7,158
8,916
7,980
10,394
6,337
14,029
8,280
6,480
7,626
15,008
13,453
5,855
9,248
12,524
6,289
6,134
4,138
9,401
11,239
13,720
4,216
3,980
5,543
4,578
7,298
10,382
8,847
4,714
3,866
4,894
7,329
11,116
6,328
8,020
2,928
5,705
8,446
7,376
CITIZENAUDIT.ORG PAGE #42
Donors Trust, Inc.
Received Symbol
6/24/2008 TTMI
6/24/2008 TNP
6/24/2008 TRV
6/24/2008 RIG
6/24/2008 TRN
6/24/2008 UNTD
6/24/2008 UTMD
6/24/2008 VLO
6/24/2008 VSH
6/24/2008 WSTG
6/24/2008 WMT
6/24/2008 WDC
6/24/2008 WHR
6/24/2008 WB
6/24/2008 IBM
6/24/2008 ASML
Form 990 - 2008 B Part II
No. 4 From B Part I
Attachment Page 3 of 3
Descrigtion
TTM TECHNOLOGIES INC COM
TSAKOS ENRGY NAVGTN LTD
TRAVELERS COS INC
TRANSOCEAN INC
TRINITY INDUS INC DEL
UNITED ONLINE INC
UTAH MEDICAL PRODUCTS
VALERO ENERGY CORP NEW
VISHAY
WAYSIDE TECH GRP INC
WAL-MART STORES INC
WSTN DIGITAL CORP DEL
WHIRLPOOL CORP
WACHOVIA CORP NEW
INTL BUSINESS MACHINES CORP IBM
ASML HLDG N.V. NEW YORK REGISTRY SHAR
TOTAL VALUE OF STOCKS CONTRIBUTED:
Quantity
565
300
140
65
400
525
350
225
1,375
490
150
440
50
175
85
395
EIN: 52-2166327
m
13.98
37.75
44.94
151.55
37.18
10.41
29
43 16
9.46
7.99
57.32
36.17
65.26
17.86
123 46
24 95
Value
7,899
11,325
6,292
9,851
14,872
5,465
10,150
9,711
13,008
3,915
8,598
15,915
3,263
3,126
10,494
9,855
974,178
CITIZENAUDIT.ORG PAGE #43
Donors Trust, Inc.
Accuracy in Media
ACE Programs for the Homeless, Inc
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Africa Fighting Malaria Int Inc
AIDG
All Souls Unitarian Church
Alliance Defense Fund
Alliance f6r School Chorce
Alliance for the Separation of School S
Altered Tails
America's Future Foundation
America's Majority Foundation
American Border Patrol
American Cause
American Rights Institute
American Conservative Union Foundation
American CounCIl on SCIence 8. Health
American Enterprise Institute
American Enterprise Institute
American Enterprise Institute
American Friends of IEA
American Friends of the Hebrew
American Friends of the Hebrew UniverSity
American Friends of the Hebrew UniverSIty
American Heart AssOCIation
American Humanist Assouation
American Museum of Natural History
American Museum of Natural History
American Red Cross
American Red Cross
American Red Cross of Greater Los Angeles
American Spectator Educational Foundation
American Spectator Educational Foundation
Grantee
4455 Connecticut Avenue NW,
330
113 Spring Street
161 Ottawa NW, 301
161 Ottawa NW, Swte 301
161 Ottawa NW, 301
161 Ottawa NW, Surte 301
1050 17th Street, NW, 520
PO Box 104
1157 Lexmgton Avenue
15100 N 90th Street
1660 L Street N w Sum 1000
1071 North Fulton Ave
950 W Hatcher Road
1899 L Street NW 12th Floor
8640 TraVIs Street
2160 East Fry #426
501 Church Street, 315
188350
1007 Cameron Street
1995 Broadway, 2nd Floor
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
2000 North 14th Street, Ste 550
1 Battery Park Plaza, Floor 25
1 Battery Park Plaza, Floor 25
1 Battery Park Plaza, Floor 25
7272 GreenVIlle Avenue
1777 T Street, NW
Central Park West at 7ch Street
Central Park West at 79th Street
PO Box 37243
PO Box 37243
11355 Ohio Avenue
1611 N Kent Street, Suite 901
1611 N Kent Street, Swte 901
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) (B)
Washington
New York
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Washington
Weston
New York
Scottsdale
Washington
Fresno
Phoenix
Washington
Overland Park
Sierra Vista
Vienna
Sacramento
Alexandria
New York
Washington
Washington
Washington
Arlington
New York
New York
New York
Dallas
Washington
New York
New York
Washington
Washington
Los Angeles
Arlington
Arlington
20008
10012
49503
49503
49503
49503
20036
02493
10021
85260
20036
93728
85021
20036
66212
85635-2794
22180
95818
22314
10023-5860
20036
20036
20036
22201
10004-1405
10004-1405
10004-1405
75231
20009-7125
10024-5192
10024-5192
20013
20013
90025
22209
22209
EIN
23-7135837
1 3-3846431
38-2926822
38-2926822
38-2926822
38-2926822
30-01 62292
68-0589005
1 3-1782483
54-1 660459
52-21 1 1 508
77-0539599
02-0710228
52-1 928321
22-3947727
42-1 542666
95-33101 90
52-2004697
52-1294680
1 3-291 1 127
53-0218495
53-021 8495
53-021 8495
54-1 899539
13-1568923
13-1568923
1 3-1 568923
1 3-561 3797
94-616831 7
1 3-6162659
1 3-6162659
53-01 98605
53-01 98605
53-0198605
23-7002632
23-7002632
IRC
501(cx3)
501(cx3)
501(cx3)
501(cx3)
(9) Amount
100
2,500
18,400
1,500
5,000
1,500
30,000
5,000
7,500
250
1,000
250
2,000
5,000
1,000
10,000
15,000
100
6,500
116,000
6,000
8,000
5,000
40,000
5,000
1,000
1,000
500
200
5,000
5.000
700
500
200
5,000
10,000
EIN: 52-2166327
Purpose
for general operations
for the youth leadership foundation
for general operations
for directed research
for Annual Dinner support
for the Student Fellowship Program
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for fundraismg operations
for general operations
for defense policy studies
for general operations
For the 2008 Annual Dinner
for general operations
for general operations
for the Mandel Institute of JeWIsh Studies
for the SOS program
for general operations
for general operations
for Dr Nesbitt's research
for research programming
for general operations
for Gustov relief
for general operations
for The American Spectator
to support the "Saturday Evening Club" dinner series
CITIZENAUDIT.ORG PAGE #44
Donors Trust, Inc.
American Studies Center
American Studies Center - Radio America
American Tinnitus Association
American UniverSIty
American-Scandinawan Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Tax Reform Foundation
Americans for Tax Reform Foundation
Analemma Scolety
Anglican Communion Network
Animal Defense League of AZ
Animal Humane
Annual Catholic Appeal
Anti-Defamation League of Bnai Brith
Arizona Aerospace Foundation
Asbury Foundation
of American Educators Foundat
Assomation of Small Foundations
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
B'nai B'nth Foundation of the US
Becket Fund for Religious Liberty
Bethel Lutheran Church
Bill of Rights Institute
Bill of Rights Institute
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) 8. (B)
Grantee EIN
1100 N Glebe Road, Suite 910 Arlington VA 22101 51-0232804
1100 N Glebe Road, 910
PO Box 5
Arlington VA
Portland OR
22101
97207-0005
51 -0232804
93-0749558
4400 Massachusettes Avenue, NW
58 Park Avenue
1726 M Street, NW 10th Floor
1726 M Street, NW 10th Floor
1726 M Street, NW 10th Floor
Washington DC
New York NY
Washington DC
Washington DC
Washington DC
20016-8143
10016
20036
20036
20036
53-01 96549
1 3-1 623897
521 527294
52-1 527294
52-1 527294
1726 M Street, NW 10th Floor Washington DC 20036 52-1527294
1726 M Street, NW 10th Floor
1920 L Street NW, SUite 200
1920 L Street NW, 200
PO Box 196
535 Smitheld Street, Ste 910
PO Box 33093
845 Meadow Lane N
640 N LaSalle Street, 390
605 Third Avenue, 9th FL
6000 E ValenCIa Road
201 Russell Avenue
20036
20036
20036
22066
15222
85067
55422
60610-4356
10158-3560
85706
20877
52-1 527294
52-1400492
52-1400492
54-1 937407
76-0754677
74-2493030
41 -0693842
36-2 1 70826
1 3-1 81 8723
86-6031 1 35
52-1 862674
Washington DC
Washington DC
Washington DC
Great Falls VA
Pittsburgh PA
Phoenix AZ
Minneapolis MN
Chicago IL
New York NY
Tucson AZ
Gaithersburg MD
1645 Prince Street
1720 N Street NW
1201 L Street, NW
1201 L Street, NW
Alexandria VA
Washington DC
Washington DC
Washington DC
22314
20036
20005
20005
33-0623003
65061 7866
94-2763845
94-2763845
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
2020 K Street, NW, 7th Floor
1350 Connecticut Avenue, NW,
605
130 N Keeler
200 N Glebe Road, 200
Washington DC
Washington DC
Washington DC
Washington DC
Washington DC
Washington DC
Washington DC
20005
20005
20005
20005
20005
20005
20006
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845
53-01 79971
20036
60624
22203
Washington DC 52-1858532
Chicago IL
Arlington VA 48-0891418
200 N Glebe Road, Suite 200 Arlington VA 22203 48-0891418
IRC
501
501(cx3)
(9) Amount
5,000
2,000
5,000
100
1,000
300,000
100,000
7,500
9,500
10,000
7,000
25,000
500
1,000
2,000
250
500
200
1,000
100
2,000
2,500
7,500
12,000
20,000
18,500
5,000
100
10,000
5,000
200
1,000
4,000
5,100
15,000
EIN: 52-2166327
Purpose
to support the American Veterans Center program
FBO the American Veterans Center
for general operations
for annual fund for the current year
for "Victor Borge A Centennial Exhibition"
for general operations
for Kansas general operations
for general operations
for Kansas operations and the ongomg prolects on
new media
to support the Defending America's Freedom Summit
for advertismg grant
for the bUlIdIng fund
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the Pima Air Space Museum
for annual fund for the current year
for general operations
for general operations
FBO lmani Center for Policy Education
FBO New Policy Institute
FOB Advocates Coalition for Development (ACODE)
for general operations
for the 2008 Freedom Dinner
for general operations
to support "Econ Journal Watch"
to support Istituto Bruno Leoni
for general operations
for general operations
to purchase and install a new boHer/fumace
for general operations
for the Property Rights curriculum and Library Fund
CITIZENAUDIT.ORG PAGE #45
Donors Trust, Inc.
Boston College - Center for the Study of
Bowdom College
Boy Scouts of America
Boy Scouts of America
Boy Scouts of America
Boy Scouts of America - G R Ford Counc
CA Catholic Women's Forum
California Public Policy Foundation
Califomla State Univer5ity - Northridge
Foundation
Californians for Population Stabilization
Capital Research Center
Caring For Cats
Carnegie Institution of Washington
Catholic Foundation of Santa Clara County
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Center for Competitive Politics
Center for Competitive Politics
Center for Education Reform
Center for First PrinCiples
Center for Freedom and Prosperity Foundat
Center for Immigration Studies
Center for Immigration Studies
Center for Independent Employees
Center for Inqurry, Inc
Center for Security Policy
Center for Security Policy
Center for Union Facts
Center for Wooden Boats
Grantee
140 Commonwealth Avenue
4101 College Station
9190 RockVIlle Pike
9190 Pike
9190 RockViIIe Pike
3213 Walker NW
PO Box 3294
PO Box 931
18111 Nordhoff Street
1129 State Street, SUite 3-D
1513 16th Street, NW
2141 DIVISIOD Street
1530 P Street, NW
1150 N First Street, Ste 217
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
1000 Massachusetts Avenue, NW
124 South West Street. #201
124 South West Street, #201
910 17th Street, NW, #1120
2615 O Street, NW
PO Box 10882
1522 K Street, Ste 820
1522 K Street, Ste 820
PO Box 2421
PO Box 741
1250 24th Street, SUite350
1250 24th Street, SUite350
1090 Vermont Avenue, NW, #800
1010 Valley Street
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) 8. (B)
Chestnut Hill
Bethesda
Bethesda
Bethesda
Grand Rapids
Los Altos
Camarillo
Northridge
Santa Barbara
Washington
North St Paul
Washington
San Jose
Washington
Washington
Washington
Washington
Washington
Washington
Alexandria
Alexandria
Washington
Washington
Alexandria
Washington
Washington
Spartanburg
Amherst
Washington
Washington
Washington
Seattle
02467
040118432
20814
20814
20814
49544
94024
9301 1
91330
93101
20036-1480
55109
20005
95112
20001-5403
20001 -5403
20001-5403
20001-5403
20001-5403
200015403
22314
22314
20006
20007
2231 0-9998
20005-1202
20005-1 202
29304
14226-0741
20037
20037
20005
981094468
EIN
53-0179971
01-0215213
22-1576300
22-1576300
22-1 576300
22-1 576300
47-095321 5
95-40881 28
95-6123757
94-2581509
52-1289734
41-1944601
53-0196523
83-0400149
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
20-3676886
20-3676886
52-1 8471 87
52-21 54862
54-2009193
52-1449368
52-1449368
26-00051 76
16-1 553469
521601 976
52-1601 976
20-4036946
91 -1 061 721
IRC
501
501(cx3)
(9) Amount
L
75,000
500
250
100
300
500
1.000
1,250
500
5,000
4,500
250
100
6.000
2,000
600
5,000
557
27,450
3,500
5,000
50,000
1,000
10,000
5,000
150,000
200,000
49,150
200
300
5,000
3,000
200
EIN: 52-2166327
Purpose
for the Initiative for the Study of Constitutional
Democracy
for the Nick Bright Scholarship
for general ops
for general operations
for the National Captital Area CounCil's operations
for the "Budding Character" Celebration
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the annual fund for the current year
for the seminarian and clergy retirement endowments
for general operations
for annual fund for the current year
for benefactor renewal
for Benefactor Summit
for general operations
for M Friedman Prize
for general operations
for work With Demand Debate
for general operations
FBO Foundation Management Institute
to support the New Economic School in TbiliSi,
Georgia
to support human resources
for the Luntz PrOJect
for general operations
for general operations
for annual fund for the current year
for the "Libel Tourism" conference
for general operations
for general operations
CITIZENAUDIT.ORG PAGE #46
Donors Trust, Inc.
Character Education Partnership, Inc
Children's Storefront
Christians United for Israel
Citizens Come on Health Care
Citizens United for Research In Epilepsy
Claremont Graduate Univers1ty
Claremont Institute
Clemson University Foundation
Coalition to Salute America's Heros
Coast Guard Foundation
Cold Spring Harbor Laboratory
College of New Rochelle
Colorado Family Institute
Commentary, Inc
Commentary, Inc
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Compass Film Academy
Compassron and Chorces
Competitive Enterprise Institute
Cornell Laboratory of Ornithology
Cornell Univer5ity
Cornerstone Schools of Washington DC
Cornerstone Schools of Washington DC
Cottonwood Gulch Foundation
CRPA Foundation
Culver Educational Foundation
Dallas Life, Inc
Daniel Murphy Scholarship Foundation
Davrd Horowrtz Freedom Center
Diocese of San Jose
Diocese of San Jose
DiverSity Alliance for a Sustainable Amer
Donors Capital Fund
Drug Policy Alliance
East Harlem Churches 8. Community Urban
Ce
E Pluribus Unum Films
Educational Revrewer, Inc
Elderhostel, Inc
Grantee
1025 Connecticut Ave Suite 1011
70 East 129th Street
PO BOX 1307
1954 UniverSIty Ave Ste 8
730 North Franklin Street. #404
150 East 10th Street
937 West Foothill Blvd, Surte E
Econ Dept 222 Sirrine Hall
2 Church Street, Surte 101
394 Taugwonk Road
PO Box 100
29 Castle Place
8605 Explorer Drive
165 East 56th Street
165 East 56th Street
1875 Street, NW, 5th FL
1875 Street, NW, 5th FL
560 5th Street, NW, SUite 110
PO Box 101810
1899 L Street, NW, 12th FL
159 Sapsucker Woods Road
Mcgraw Hall, Room 324
PO Box 76456
PO Box 76456
PO Box 25106
271 Imperial Highway, Suite 620
1300 Academy Road
12959 Jupiter Road, 260
228 South Wabash, Surte 600
14148 Magnolia Surte 103
900 Lafayette Street, 301
900 Lafayette Street, Suite 301
1904 Franklin Street, 517
109 North Henry Street
70 West 36st Street, 16th FL
325 East 101st Street
2247 15th Avenue West
PO Box 4
11 Avenue de Lafayette
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) 81 (B)
em
Washington DC
New York NY
San Antonio TX
St Paul MN
Chicago IL
Claremont CA
Claremont CA
Clemson SC
Ossming NY
Stonington CT
Cold Spring Harbc NY
New Rochelle NY
Colorado Springs CO
New York NY
20036 54-1657505
10035 13-2940671
73295-1307 n/a
55104 41-1915724
60610 41-1916724
91711 95-1664100
91711 95-3443202
29634-1309 57-0426335
10562 52-1351773
06378-9982 04-2899862
1 1724 1 1-2013303
10505 134740447
80320 205723514
10022 13-3610041
New York NY
Washington DC
Washington DC
Grand Rapids MI
Denver CO
Washington DC
10022
20006
20006
49504
80250-1810
20036
1 3-361 0041
52-1462893
52-1462893
38-3336473
84-1 328829
52-1 351785
Ithaca NY 14850-1999 15-6002250
Ithaca NY
Washington DC
Washington DC
Albuquerque NM
Fullerton CA
Culver IN
Dallas TX
Chicago IL
Sherman Oaks CA
Santa Clara CA
Santa Clara CA
Oakland CA
Alexandria VA
New York NY
14853
200136456
20013-6456
87125
92835
79844-1291
75238
60604
91423
95050-4966
95050-4966
94612
22314-2903
10018
1 5-0532082
52-2084049
52-2084049
43-6005587
73-171 9822
350868071
75-1 853520
36-3675466
954194642
94-2734503
94-2734503
68-0400757
68-0400757
52-1 51 6692
New York NY
Seattle WA
Mecosta MI
Boston MA
10029
98119-2417
49332
021 1 1
13-2765924
91 -2053400
1 3-61 60965
04-2632526
IRC
501
(9) Amount
1,000
5,000
987
250
5,000
1,200
5,250
7,000
500
150
25,000
1,000
147,540
1,000
10,000
500
495.000
500
500
16,200
1,000
50,000
4,000
1,000
100
200
500
5,000
200
500
1,500
1,000
1,000
134,834
500
30,000
12,000
5,000
200
EIN: 52-2166327
Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
for Uhlmann/SPE/Research text books
for general operations
for the Economics Excellence Fund
for general operations
for general operations
for general operations
for Dr Amy Bass's honors program
for general operations
for the Commentary Fund
in tribute to Neil Kozodoy on his retirement as editor
for general operations
for the EnVIronmental Educational Fund
for general operations
for general operations
for general operations
to encourage soience-based thinking about
envrronmental matters
for the Program on Freedom and Free Socreties
directed by Barry Strauss
for the Annual Partnership Program
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the 2008 ADA
for the Bishop's Circle of Excellence
for general operations
to establish a donor adVIsed fund
for general operations
for the Booker T Washington Center
FBO Economic Thinking
to support The Bookman
for general operations
CITIZENAUDIT.ORG PAGE #47
Donors Trust, Inc.
Ethics Public Policy Center
Evans Scholars Foundation
Evergreen Freedom Foundation
Evergreen Freedom Foundation
Faith and Reason Institute
Families Against Mandatory Minimums
Found
Federalist Socrety for Law Public Polic
Federalist Socrety for Law 8 Public Polic
Federalist Socrety for Law 8. Public Polic
Federation for American Immigration Refer
Feline Rescue, Inc
Final Exrt Network, Inc
FINCA International, Inc
Flint Hills Center for Public Policy
Florida Sheriffs Youth Ranches, Inc
FLOW
for Research on Econ the Envrron
for the Defense of Democracres, Inc
Foreign Policy Assocration, Inc
Foreign Policy Research Institute
Foundation for Cultural Revrew
Foundation for Cultural Revrew
Foundation for Cultural Revrew
Foundation far Economic Education
Foundation for Rational Economics 8. Educa
Foundation for Teaching Economics
Fourth Presbyterian Church
Fourth Presbyterian Church
Fred Hutchinson Cancer Research Center
FREE
Freedom Works Foundation
Friends of Animal Adoptions, Inc
Fnends of the Border Patrol
Frontiers of Freedom Institute, Inc
Fully Informed Jury Association
Fund for American Studies
Grantee
1015 Fifteenth Street, NW, #900
1 Briar Road
PO Box 552
PO Box 552
666 11th Street, NW, Ste 450
1612 K Street, NW, Ste 700
1015 18th Street, NW, Surte 425
1015 18th Street, NW, Surte 425
1015 18th Street, NW, Surte 425
25 Massachusetts Ave NW #330
593 Fairvrew Avenue N
PO Box 965005
PO Box 98048
250 N Water Street, #216
PO Box 2000
1510 Falcon Ledge Drive
1146 19 Street, NW, Surte 300
470 Park Ave South, 2nd FL
1528 Walnut Street, Surte 610
900 Broadway, Surte 602
900 Broadway, Surte 602
900 Broadway, Surte 602
30 South Broadway
PO Box 1776
260 Russell Boulevard
5500 River Road
5500 River Road
1100 FairView Avenue, North
662 Ferguson Road
601 Ave NW, #700
809 East 7th Street
Box 5570
1706 New Hampshire Ave . NW,
Ste 400
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) (B)
Washington DC
Golf IL
Olympia WA
Olympia WA
Washington DC
DC
DC
DC
DC
Washington
Washington
Washington
Washington
DC
MN
GA
Washington
St Paul
Marietta
Washington DC
Wichita KS
Boys Ranch FL
Austin TX
Washington
New York
Philadelphia
New York
New York NY
New York NY
NY
DC
NY
PA
NY
Lake Jackson
Davrs
Bethesda
Bethesda
TX
CA
MD
MD
Seattle
Bozeman
WA
MT
Washington
St Paul
Chino
DC
MN
CA
Oakton
Helena
VA
MT
Washington DC
20005
60029
98507-0522
98507-0522
20001
20006
20036
20036
20036
20001
55104-1708
30066
20090
67202-1215
32064
78746-6104
20036
10016-6819
19102
10003
10003
10003
10533-2529
77566
95616-3839
20819
20819
98109
59718
20004
55106
91708
22124
59604-5570
20009
EIN
52-1 162185
36-2518129
94-3136961
94-3136961
52-2197517
52-1 750246
36-3235550
36-3235550
36-3235550
52-1136126
41-1876072
80-01 19137
13-3240109
23-7047821
23-7303117
20-2238653
20-2238653
13-1624007
23-1731998
13-3108424
13-3108424
13-3108424
13-6006960
74-2066841
51-0183347
53-0196534
53-0196534
91 -1 540426
94-31 70425
52-1526916
41-131 1053
20-2227813
54-1773197
81-0461842
1 3-6223604
IRC
501
501
501(cx3)
501(cx3)
501(cx3)
501(cx3)
(9) Amount
r
25,000
5,000
10,000
250
5,000
5,000
7,000
7,500
200,000
250
250
500
450
6,500
1,000
12,000
10,000
10,000
2,500
15,000
2,000
10,000
2,500
16,200
100
9,500
10,000
85,000
500
5.000
1,000
250
2,000
7,500
1,000
2,950
EIN: 52-2166327
Purpose
for general operating support and research
for general operations
for general operations
in memory of Lloyd Gardner
to support programming for Slovak students
for general operations
for advertising
for general operations
for the state courts proiect
for general operations
for general operations
for general operations
for general operations
to support marketing efforts
for general operations
for general operations
for general operations
to support the Vets for Freedom Education
for general operations
for general operations
for The New Criterion
to support a conference on "Libel Tourism"
to support The New Criterion's annual auction
for general operations
for general operations
for general operations
for the CD proiect
for the Silent Campaign
for general operations
for general operations
for general operations
for general operations
for general operations
for the Center for Scrence and Public Policy ANPR
scrence prolect
for general operations
for general operations
CITIZENAUDIT.ORG PAGE #48
Donors Trust, Inc.
Fund for American Studies
Fund for American Studies
Furman UniverSIty
Future of Freedom Foundation
Galliot Center-Carnegie Mellon Univ
Georgetown UniverSIty
Geospatial 8. Envnronmental Technologies
Institute
Give2ASIa
GMU Foundation
GMU Foundation (Law Econ Center)
GMU Foundation (Law Econ Center)
GMU Foundation (Law 8. Econ Center)
Goldwater Institute
Graduate Center Foundation, Inc (CUNY)
Grassroot Institute of Hawaii
Gun Owners Foundation
Hanover Institute
Hanover Institute
Harrison Medical Center Foundation
Heartland Institute
Help Hospitalized Veterans
Heritage Foundation
Heritage Foundation
Hentage Foundation
Hillsdale College
Himalayan Healthcare, Inc
Hoover Institution-Stanford Univer5ity
Hudson Institute
Hudson Institute
Hudson Institute
IFES, Inc
Illinois Policy Institute
Grantee
1706 New Hampshire Ave NW.
Ste 400
1706 New Hampshire Ave NW,
Ste 400
3300 Pomsett Highway
11350 Random Hills Road,
800
Tepper School of Busmess 5000
Forbes Avenue
675 Intercultural Center, 37th and O
St NW
87 Packers Falls Road
PO Box 193223
4400 UniverSIty Drive, 1A3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 163
3301 North Fairfax Drive, MS 1G3
500 E Coronado Road
365 Fifth Avenue, Room 9113
1314 S King Street, #1163
8001 Forbes Place, Suite 102
1653 Marton Road
1653 Marton Road
2520 Cherry Avenue
19 South LaSalle Street, Swte 903
36585 Penf'ield Lane
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
33 East College
PO Box 737, Planetarium Station
434 Galev Mall
1015 15th Street, NW, Sixth Floor
SUite 600
1015 15th Street, NW, Sixth Floor
600
1015 15th Street, NW, Sixth Floor
600
1101 15th Street, 300
190 South LaSalle St . Ste 2130
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) (B)
Washington
Washington
GreenVIlle
Fairfax
Pittsburgh
Washington
Durham
San FranCisco
Fairfax
Arlington
Arlington
Arlington
Phoenix
New York
Honolulu
Springfield
Windsor
Windsor
Bremerton
Chicago
Winchester
Washington
Washington
Washington
Hillsdale
New York
Stanford
Washington
Washington
Washington
Washington
Chicago
20009
20009
29613-1000
22030
15213-3890
20057
03824
941 1 9-3223
22030-4444
22201 -8028
22201-8028
22201-8028
85004
10016-4309
96814
22151
05089-9595
05089-9595
98310
60603-41 1 1
92596
20002-4999
20002-4999
200024999
49242
1 0024
94305-6010
20005
20005
20005
20005
60603
EIN
1 3-6223604
1 3-6223604
57-0314395
74-2543375
25-0969449
53-0196603
20-8152065
94-3373670
54-1603842
54-1603842
54-1603842
54-1603842
86-0597661
13-3219419
99-0354937
52-1297360
48-1283413
48-1283413
91-1197626
36-330981 2
95-2706737
23-7327730
23-7327730
23-7327730
38-1 374230
1 3-3675381
94-1 1 56365
13-1945157
131945157
13-1945157
52-1527835
41 -2057028
IRC
501
(9) Amount
-
6,500
2,000
53,100
500
2,000
125,000
11,000
12,000
5,000
9,500
25,000
100,250
600
6,500
15,000
300
17,000
140,000
200
11,750
200
1,000
27,350
200
4,000
1,000
500
10,000
10,000
10,000
5,000
10,000
EIN: 52-2166327
Purpose
for scholarship support
for the Institute on Political Journalism
F80 The TocqueVIlle Program"
for general operations
for general operations
for the TocqueVille Forum on the Roots of American
Democracy
for general operations
to support Matthew Hu's work at the Beling Cultural
Heritage Protection Center
for general operations
for an honorarium re mini-economics course for new
faculty
for general operating funds for the GMU School of
Law
for general operations
for general operations
to support Robert Fnedhoffer's work
for transparency programming
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for defense policy studies
for general operations
for the Hentage Resource Bank
for general operations
for general operations
for general operations
for general operations and research support
for general operations
for the Center for European Studies
for the 2008 Program for Vismng election ofCials
for general operations
CITIZENAUDIT.ORG PAGE #49
Donors Trust, Inc.
Independent Institute
Independent Womens Forum
Institute for Energy Research
Institute for Health Freedom
Institute for Humane Studies
Institute for Humane Studies
Institute for Justice
Institute for Justice
Institute for Policy Innovation
Institute for the Soiences
Institute of the King Sovereign Pr
Institute of World Politics
Institute on Religion Democracy
Intercollegiate Studies Institute
Intercollegiate Studies Institute
International Policy Network US, Inc
International Policy Network US, Inc
International Seeier for IndiVidual Libe
IONA Senior Sewices
Irish Rover, Inc
J A of the National Capital Area
Jacob A Riis Neighborhood Settlement
James Madison Institute for Public Policy
JUdIClal Watch
JudiCial Watch
Just Facts, Inc
Kalamazoo College
Kalamazoo Community Foundation
Kathmandu Valley Preservation Trust
Kathmandu Valley Preservation Trust
KCET Community TV of Southern CA
Keck Graduate Institute
Keren Yehoshua v'Yisroel, Inc
KOCETV Foundation
Lake Forest College
LakeSIde School
Grantee
100 Swan Way
4400 Jenifer Street, NW, Ste 240
655 15th Street, NW 825
1875 Street, NW, Ste 500
3301 North Fairfax Drive, 440
3301 North Fairfax Drive, 440
901 N Glebe Road, 900
901 N Glebe Road, 900
1660 S Stemmons Freeway,
475
2001 Jefferson DaVis Highway, Ste
511
6415 Woodlawn Avenue
1521 16th Street, NW
1023 15th Street, NW Ste 601
3901 Road, PO Box 4431
3901 Road, PO Box 4431
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
835 West Warner Road #101-617
4125 Albemarle St, NW
PO Box 46
1725 Street, NW, 200
10-25 41st Avenue
PO Box 37460
501 School Street, SW, 500
501 School Street, SW, 500
184 Columbia Turnpike, Ste 281
1200 Academy Street
151 South Rose Street, Suite 332
136 West 21st Street, 11 FL
136 West 21st Street, 11 FL
4401 Sunset
535 Watson Drive
1022 East 10th Street
17011 Beach Suite 1550
555 N Sheridan Road
14050 1st Ave NE
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) (B)
EIN
Oakland CA 94621 -1428 94-3008370
DC
DC
DC
20015
20005
20006
54-1670627
76-0149778
52-1983254
Washington
Washington
Washington
Arlington VA 22201-4432 94-1623852
22201 -4432
22203
22203
VA
VA
VA
94-1623852
52-1744337
52-1744337
Arlington
Arlington
Arlington
TX 75067 75-2158093
22202
60637
20036
20005
54-191 1091
39-1897362
52-1699641
52-1265221
Arlington VA
Chicago IL
Washington DC
Washington DC
Wilmington DE 19087-1938 23-6050131
DE
DC
DC
19087-1938
20002
20002
85233
20016-2105
46556
20006
11101
32315-7460
20024
20024
07932
49006
49007-4775
10011
10011
90027
91711
23-6050131
52-2363626
52-2363626
54-1512492
52-1039553
20-2629921
54-0788947
1 1-1729398
59-2811908
52-1885088
52-1885088
208725168
38-1358014
38-3333202
22-3063050
22-3063050
95-2211661
95-4625327
Wilmington
Washington
Washington
Gilbert AZ
Washington DC
Notre Dame IN
Washington DC
Long Island City NY
Tallahassee FL
Washington DC
Washington DC
Florham Park NJ
Kalamazoo MI
Kalamazoo MI
New York NY
New York NY
Los Angeles CA
Claremont CA
Brooklyn NY
Huntington Beach CA
Lake Forest IL
Seattle WA
11230
92647
60045
98125
22-3209160
95-3220724
36-2167770
91 -0564971
IRC
(9) Amount
-
5.000
35,000
300,000
250
1,000
18,200
100
23,700
1,000
20,000
3,000
6,000
30,000
1,200
450
15.000
25,000
100
400
2,500
3,000
2,500
500
300
1,000
3,500
100
100
2,000
5,000
500
5,000
10,000
200
3,500
150
EIN: 52-2166327
Purpose
for general operations
for general operations
for general operations
for general operations
as a memorial gift - Chet Anderson
for general operations
for annual fund for the current year
for general operations
for general operations
for the work of Roger Scruton
for the benefit reeltal
for general operations
for general operations
in response to direct mail appeal
for general operations
for general operations
for general operating and research support
for general operations
for annual fund for the current year
for general operations
for general operations
for general operations
for general operations
for annual fund for the current year
for general operations
for general operations
for annual fund for the current year
for annual fund for the current year
for general operations
for "New York for Nepal" program
for general operations
for general operations
to support Binyamin L Jolkovsky, Editor-in-Chief of
"The World ReVieW'
for general operations
for general operations
for the annual fund
CITIZENAUDIT.ORG PAGE #50
Donors Trust, Inc.
Landmark Legal Foundation
Last Hope, Inc
Leadership Institute
Leadership Institute
Leadership Institute
Leadership Institute
Liberty Foundation
Los Angeles Chamber Orchestra Socrety, In
Los Angeles Jewrsh Home for the Aging
Los Angeles MISSIOII, Inc
Lucy Burris Institute
LudWIg Von Mises Institute
Mackinac Center for Public Policy
Manhattan Institute for Policy Research
Manhattan Institute for Policy Research
Manhattan Institute for Policy Research
Manhattan Institute for Policy Research
Marijuana Policy Proiect Foundation
Massachusetts General Hospital - AIDS Res
Media Research Center
Media Research Center
Memorial Sloan-Kettering Cancer Center
Mercatus Center, GMU
Mercatus Center. GMU
Mercatus Center, GMU
Methodist Home of DC
Metropolitan Opera
Middle East Forum
Milton and Rose D Friedman Foundation
Milton and Rose D Friedman Foundation
Minneapolis College of Art and Desrgn
Minnesota Family Institute
Montana State Foundation
Morley Publishing Group, Inc
Grantee
19415 Deereld Ave Snite 312
PO Box 114
1101 North Highland Street
1101 North Highland Street
1101 North Highland Street
1101 North Highland Street
PO Box 1181
707 Wilshire . SUite 1850
7150 Tampa Avenue .
303 East 51h Street
301 S Bedford Street, 6
518 West Magnolia Avenue
140 West Main Street, PO Box 568
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
Capitol Hill, PO Box 77492
UniverSIty Park, 65 Landsdowne St,
Rm 419
325 S Patrick Street
325 S Patrick Street
1275 York Avenue
3301 North Fairfax Drive, 450
3301 North Fairfax Drive, Surte 450
3301 North Fairfax Drive, Surte 450
4901 Connecticut Avenue
Lincoln Center
1500 Walnut Street, Ste 1050
One American Square, Surte 1750,
Box 82078
One American Square, Sum 1750,
Box 82078
2501 Stevens Ave S
2855 Anthony Lane, South, #150
PO Box 172750
2100 M Street, #170-339
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) (B)
Leesburg
Farmington
Arlington
Arlington
Arlington
Arlington
Port Townsend
Los Angeles
Reseda
Los Angeles
Madison
Auburn
Midland
New York
New York
New York
New York
Washington
Cambridge
Alexandria
Alexandria
New York
Arlington
Arlington
Arlington
Washington
New York
Philadelphia
Indianapolis
Indianapolis
Minneapolis
Minneapolis
Bozeman
Washington
55024
22201
22201
22201
22201
98368
9001 7
91 335
90013-1 505
53703-9691
36832-4528
48640-0568
10017
10017
10017
10017
20013
02139
22314
22314
10021
22201-4433
22201-4433
22201-4433
20028-2623
1 0023
1 91 02
46282-0004
46282-0004
55404
5541 8
5971 7-2750
20037
EIN
51 -0203802
41-1520897
51-0235174
51-0235174
51 -02351 74
51 -02351 74
94-3112415
23-701 0825
95-351 0024
95-3134049
20-3036372
52-1263436
38-2701547
13-2912529
13-2912529
13-2912529
13-2912529
52-197521 1
04-1 564655
54-1429009
54-1429009
1 3-1 924236
54-1436224
54-1436224
54-1436224
53-0207036
1 3-1 624087
23-7749796
35-1978359
35-1978359
41-1607453
41-1439560
81-6001649
52-1958046
IRC
501
501
(9) Amount
-
5,000
500
200
165,192
5,250
38,424
100
5,000
1,000
200
12,800
2,500
5,500
15,500
1,000
15,000
5,000
5,250
5,000
2,500
2,500
1,000
250
4,700
20,000
200
3,910
1,000
6,500
500
100
200,000
7,500
5,000
EIN: 52-2166327
Purpose
for general operations
for general operations
for annual fund for the current year
for distribution of National ReView on college
campuses
for general operations
to distribute National Revrew on college campuses
for general operations
for general operations
for general operations .
for general operations
for ongomg prOJects on new media
for general operations
for general operations
for general operations
for the Center for the American
for Hamilton Dinner Support
to support expenses of the Center for the American
Universny
for general operations
for Dr Hirsch's scientic research
for sponsorship of the Annual Gala
for general operations
for patient care and research
for general operations
for general operations
for the Economics Department
for annual fund for the current year
for the Patron Program
for general operations
for fundraismg
for general operations
for general operations
for general operations
for research on bacteria in rainfall
for general operations funds for Magazine
CITIZENAUDIT.ORG PAGE #51
Donors Trust, Inc.
Mountain States Legal Foundation
Movmg Picture Institute
MPT Foundation
Museum of the Rockies
Nat Right to Work Legal Def 8. Edu
National Arbor Day Foundation
National Center for Policy Analy5is
National Center for Public Policy Researc
National Center for SCience Education, In
National Committee on American Foreign Po
National Dance Institute
National Immigration Forum
National Legal Policy Center
National ReVIew Institute
National Right to Life Committee Educatio
National Right to Work Legal Def Edu
National Right to Work Legal Def Edu
National Right to Work Legal Def Edu
National Taxpayers Union Foundation
National Taxpayers Union Foundation
National Taxpayers Union Foundation
National Urban Squash and Education Assoc
Nature Conservancy-CT Chapter
New Atlantic Initiative
New Atlantic Initiative
New River Education Fund
New York Academy of SCIences
New York Historical Seeiety
New York Historical Scolety
New York UniverSIty
Northwest Center
NRA Freedom Action Foundation
NumbersUSA
NumbersUSA
Oregon Better Government Proiect
Justice Institute
Legal Foundation
Grantee
2596 South LerS Way
375 GreenWIch Street
11767 megs Mills
600 West Kagy Boulevard
8001 Braddock Road, Ste 500
100 Arbor Avenue
12770 C0it Road, 800
501 Capitol Court, NE, 200
420 40th Street, 2
320 Park Avenue, 8th FL
594 Broadway. Room 805
50 F Street, NW, #300
107 Park Washington Court
215 Lexmgton Avenue
512 10th Street, NW
8001 Braddock Road, Ste 500
8001 Braddock Road, Ste 500
8001 Braddock Road. Ste 500
108 North Alfred Street
108 North Alfred Street
108 North Alfred Street
795 Columbus Avenue
PO Box 1162
3105 Woodley Road, NW
3105 Woodley Road, NW
5616 Verano Place
7 World Trade Center, 250
St 40th Fl
170 Central Park West
170 Central Park West
726 Broadway, 2nd FL
2702 Ontario Road, NW
11250 Waples Mill Road
1601 North Kent Street, 1100
1601 North Kent Street, 1100
836 NE Jarrett Street
PO Box 276600
3900 Lennane Drive, 200
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) 8. (B)
Lakewood
New York
megs Mills
Bozeman
Springeld
Nebraska City
Dallas
Washington
Oakland
New York
New York
Washington
Falls Church
New York
Washington
Springeld
Springeld
Springeld
Alexandria
Alexandria
Alexandria
Roxbury Crossmg MA
Weston
Washington
Washington
lrvme
New York
New York
New York
New York
Washington
Fairfax
Arlington
Arlington
Portland
Sacramento
Sacramento
80227
10013
21117
59717
22151-2125
68410
75251-1339
20002
94609-2509
10022
10012
20001
22046
10016
20004
221512125
22151-2125
22151-2125
22314-3032
22314-3032
22314-3032
02120
06883
20008-3449
20008-3449
9261 7
1 0007
1 0024
10024
10003
20009
22030
22209
22209
97211
95827
95834
EIN
84-0736725
20-3237801
52-1224503
81 -6016828
81 6016828
23-7169265
75-1804932
52-1226614
11-2656357
52-1043767
13-2890779
13-1776711
52-1750188
13-3649537
52-1241126
52-1241126
52-1241 126
52-1241 126
52-1 122883
52-1 122883
52-1 122883
20-4597358
530242652
20-2636767
20-2636767
52-2128875
13-1773640
13-1624124
13-1624124
13-5562308
52-1606784
26-1277941
47-0865426
47-0865426
20-81 33881
91 -1 823641
94-2197343
IRC
501(cx3)
501(cx3)
(9) Amount
r
3,600
11,000
100
70,000
1,000
100
3.000
5,000
10,000
4,000
10,000
1,000
4,700
1,000
246,378
2,500
100
25,000
7,000
1,600
5,000
2,000
5,000
1 19,000
80,000
2,500
15,000
5,000
15,000
100,000
1,000
770,000
1,300,000
400,000
25,000
1,000
1,750
EIN: 52-2166327
Purpose
for general operations
for general operations
for annual fund for the current year
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for Hunts College Elementary School
for general operations
for general operations
for general operations
for general operations
for general operations
for annual fund for the current year
for the annual fund
for fundraismg
for general operations
for John Berthoud Legacy Fund
for general operations
for general operations
for general operations
for general operations
for proiect support
for general operations
for general operations
for the Chairman's CounCIl
for the Alexander Hamilton Center directed by Bruce
Bueno de Mesquna
for the Pregnacy Center
for general operations
for general operations
to prowde general operating and program support
to support the Paul Jacobs legal defense
for general operations
for general operations
CITIZENAUDIT.ORG PAGE #52
Donors Trust, Inc.
State Policy Network
Tax Foundation
Taxpayers League Foundation
Texas Public Policy Foundation
Texas Public Policy Foundation
Texas Public Policy Foundation
Thomas More College of Liberal Arts
Trinitas Classrcal School
Turning Paints Research Institute
Union Gospel
Union Rescue MISSIOD
United Cerebral Palsy Assc of San Diego
United Way of the National Capital Area
Universin of Arizona - Philiosophy Depar
University of CA Regents-Berkeley
UniverSity of Maine
UniverSity of Notre Dame
University of Southern California
of Texas - Austin
University of Texas - Austin
UniverSIty of Texas - Austin
Universny System of Maryland Foundation
US English Foundation
US Holocaust Memorial CounCIl
Virginia Institute for Public Policy
of a Better World Foundation
Visual Understanding in Education
Wakeeld County Day School, Inc
Warriors and Waters
Washington Legal Foundation
Washington National Cathedral
Washington Policy Center
Grantee
6255 Arlington
2001 L Street, NW, SUite 1050
PO Box 120444
900 Congress Avenue, 400
900 Congress Avenue, SUite 400
900 Congress Avenue, SUite 400
6 Manchester Street
262 Leonard Street, NW, Ste 2
1580 St Paul Street, #4
3211 IrVing
545 S San Pedro Street
Beach 8. Country GUild PO Box 3064 Rancho Santa Fe
8391 Old Courthouse Road, Surte
200
PO Box 210027
793 Simon Hall, MC 7200
5754 North Stevens Hall, Rm 229
217 Shaughnessy Hall
UniverSity Park Campus, ADM 160,
MC 4017
PO Box 7726
PO Box 7726
PO Box 7726
UMD, Computer Soience Dept A V
Williams Budding
1747 Ave NW,
1050
PO Box 90988
7326 Early Marker Court
119 W 23rd Street, 905
PO Box 107
4432 Annette Park Drive
2009 Massachusetts Avenue, NW
3101 Wisconsm Avenue NW
PO Box 3643
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) 8. (B)
Richmond
Washington
St Paul
Austin
Austin
Austin
Merrimack
Grand Rapids
Denver
Dallas
Los Angeles
Vienna
Tucson
Berkeley
Orono
Notre Dame
Los Angeles
Austin
Austin
Austin
College Park
Washington
Washington
GaineSVille
New York
The Plains
Bozeman
Washington
Washington
Seattle
94805
20036
551 12
78701
78701
78701
03054
49504
80206
75247
90013-2101
92067
22182
85721 -0027
94720-7200
04469-5754
46556
90089-4017
787137726
7871 3-7726
7871 3-7726
20742
20006
20090-0988
201 55
10011
20198
59715
20036
20016
98124-3643
EIN
57-0952531
52-1 703065
41 -1 940550
74-2524057
74-2524057
74-2524057
02-0344073
20-5337994
06-1284855
75-600361 2
951 709293
95-1709293
53-0234290
53-0234290
94-3067788
01 -6000769
35-08681 88
95-1 642394
74-6000203
74-6000203
74-6000203
74-6000203
52-1 524976
52-1 309391
54-1 870848
04-3299055
54-1 096344
20-8837637
52-1071570
53-0196604
91-1752769
IRC
501
301
(9) Amount
500
5,000
250
3,000
50,000
2,500
2.500
250
7,000
5,000
200
1,000
3,000
15,000
100,000
16,000
33,000
500
50,000
50,000
100,000
50,000
250
200
5,000
10,000
8,000
12,000
2,500
5,000
200
200
EIN: 52-2166327
Purpose
for State Policy Network
for tax policy research
for general operations
for general operations
to examine accreditation reform in higher education
to support the Center for Education Policy
for general operations
for general operations
for general operations
for general operations
for general operations
for the Beach 8. Country
for Andar No 1271691, Code #9000
for the Philosophy of Freedom Program
for Law 8. Economics, to support research and
teaching in the Berkeley Program
to support the Western CiViIization and American
Liberty program
for general operations
for general operations
for the graduate training program directed by Prof
Pangel
for the purchase of periodicals for graduate students
for the Center for the Study of Western CiViIization
and American Institutions
to support the research actiVIties of Professor Jim
Purtilo
for general operations
for general operations
for general operations
support for the Good Ancestor PrinCIple Workshop
for general operations
for general operations
for general operations
for general operations
for annual fund for the current year
for general operations
CITIZENAUDIT.ORG PAGE #53
Westchester Community College Foundation Hartford Hall, 75 Grasslands Road
Western Michigan UniverSIty Foundation
WETA
WHWG Initiative for Studying Public Polic
Donors Trust, Inc.
Williams College
World Congress Foundation
Wounded Warrior Proiect,
Yellowstone Assouation
Yellowstone Park Foundation
YMYW Hebrew Assocration
Yosemite Foundation
Young
America's Foundation
Grantee
1903 West Michigan Avenue
2775 South Qumcy Street
1025 Thomas Jefferson St NW
75 Park Street
2125 Biscayne Suite 310
PO Box 758517
PO Box 117
222 East Main Street, 301
1395 Lexmgton Avenue
155 Montgomery Street, 1104
110 Elden Street, A
Young Life Metro DC Capernaum Partnership 2334 BelleVIew Avenue
Youth for Tomorrow-New Life Center, Inc
Youth Leadership Foundation
11835 Hazel Circle Drive
4101 Yuma Street, NW
Form 990 - 2007 Grants
Schedule I - Part II,
Part II - Line 22a, Col (A) (B)
Valhalla NY
Kalamazoo MI
Arlington VA
Washington DC
W amstown MA
Miami FL
Topeka KS
Yellowstone Natior WY
Bozeman MT
New York NY
San FranCisco CA
Herndon VA
Cheverly MD
Bristow VA
Washington DC
10595
49008-5403
22206
20007
01267
33137
66675-8517
82190
59715
10128
941 04
201 70-4809
20785
20136
20016
EIN
23-7050397
38-21 38856
53-0242992
26-2432747
04-21 04847
20-2690833
20-2370934
03-037441 7
83-031 1 166
1 3-1624229
94-3058041
23-7042029
84-0385934
52-1 342268
52-201 6259
TOTAL GRANTS
IRC
501
501(cx3)
Amount
-
5,000
100
100
2,000
5,000
200
2,000
5,000
78,500
5,000
200
31,000
15,000
1,000
2,400
9,427,072
Purpose
for general operations
EIN
52-2166327
for annual fund for the current year
for annual fund for the current year
for general operations
for the Williams Parents Fund
for general operations
for general operations
for general operations
for general operations
for the 92nd Street Y
for general operations
for general operations
for general operations
for general operations
for the youth leadership foundation
|
| 2007/12 |
990-EO |
2008/08 |
|
6
I
OMB No 1545-0047
..- Form
Return of Organization Exempt From Income Tax
- Under section 501(c), 527, or of the Internal Revenue Code
(except black lung benefit trust or private foundation) 0 en to Public
Department of the Treasury I: .
Internal Revenue Serwce( 7 The organization may have to use a copy of this return to satisfy state reporting requirements
A For the 2007 calendar year, or tax year beginninL 2007. and ending
8 Check rf applicable C Name of organization D Employer Identication Number
Pl
Address change gs-2:51" Donors Trust, Inc. 52-2166327
. Name change 3; Number and street (or P 0 box if mail 15 not delivered to street addr) Room/smte E Telephone number
S
Initial return [speeciefic 1 09 North Henry Street (Termination City, town or country State ZIP code 4 F cash Accrual
I Amended return Al exandri Other (specny)
El Application pending . Section 501 organizations and 4947380 nonexempt H andl are not applicable to section 527 organizatmns
charitable trusts must attach a complete Sc edule A H Is this a group return for afliates? D Yes No
(Form 990 or gen-E2) H If 'Yes, enter number of affiliates
G web sue: W - donorStruSt org H (C) Are all affiliates included? Yes D No
J organizaon type (If No, attach a list See instructions)
(check only one) 501(c) 3 (insert no) D 4947(a)(1) or D 527 H Is this a separate return filed by an
K Check here> if the organization is not a 509(a)(3) supporting organization and its '93'zagross receipts are normally not more than $25,000. A return IS not reqwred, but if the
Group Exemption Number A
organization chooses to file a return, be sure to file a complete return.
M Check Li if the organization is not requrred
L Gross receipts: Add lines 6b, 8b, 9b, and 10b to line 12 16 946 843 . t0 attic SChedUle 3 (Form 990: 0199095
[Part1 I Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the Instructions.)
1 Contributions, gifts, grants, and Similar amounts received
a Contributions to donor adVIsed funds . 1a 10 461 557 .
b Direct public support (not included on line laIndirect public support (not included on line 1a) 1c
d Government contributions (grants) (not included on line 1a) 1d
9,305,174. noncash 2,882,272.)
Program serwce revenue including government fees and contracts (from Part VII, line 93)
Membership dues and assessments
Interest on savmgs and temporary cash investments
DIVldendS and interest from securities
6a Gross rents 6a
b Less rental expenses 6b
c Net rental income or (loss). Subtract line 6b from line 6a
7 Other investment income (describe
12 188, 446 .
608, 310 .
174, 031.
97,422.
01-th
SCANNED AUG 2 9 2008
83 Gross amount from sales of assets other (A) secum'es (B) other
than inventory 3, 878, 634. 8a
b Less: cost or other and sales expenses 3 812 479 . 8b
c Gain or (loss) (attach schedule) See L-8 66 155. 8c g
d Net gain or (loss). Combine line 8c, columns (SpeCIal events and actiwties (attach schedule) If any amount is from gaming, check here 13
a Gross revenue (not including s of contributions
reported on line 1b) . 93
b Less direct expenses other than fundraismg expenses 9b
c Net income or (loss) from spec1a| events Subtract line 9b from line 9a 9c
10a Gross sales of inventory, less returns and allowances 103
b Less. cost of goods sold . 10b
c Gross profit or (loss) from sales of inventory (attach schedule). Subtract line 10b from line 103 . 10c
11 Other revenue (from Part VII, line 103) 11
12 Total revenue. Add lines 1e8d, 9c, 10c, and 11 12
13 Program serVIces (from line 44, column
14 Management and general (from line 44, column 14 54 320 .
15 Fundraismg (from line 44, column 15 271 176 .
16 Payments to affiliates (attach schedule) 16
17 Total expenses. Add lines 16 and 44, column (A) 17 6, 673,211.
18 Excess or (defiCIt) for the year Subtract line 17 from line Net assets or fund balances at beginning of year (from line 73, column 19 4, 610 950.
20 Other changes in net assets or fund balances (attach explanation) .See. L2 0 Stmt; 20 45 883 .
21 Net assets or fund balances at end of year. Combine lines 18BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 12/27/07 Form 990 (2007) (V
13,134,364.
13 6,347,715.
806
AUG 1 8 2008
IRS-OSC
CITIZENAUDIT.ORG PAGE #2
Form 990 (2007) Donors Trust, Inc. 522166327 Page2
Part II IStatement of Functional Expenses All organizations must complete column (A). Columns (B), and (D) are reqUired
for section 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optiona or others (See instruct)
Do not Include amounts reported on line A Total (B) Program (C) Management
6b, 8b, 9b, 10b, or 76 of Partl serVices and general (D) Fundralsmg
23 Grants paid from donor adVised
funds (attach sch)
(cash 5,501,198.
non-cash 0 .
If this amount includes
foreigngrants,check here [3 22a 5,501,198. 5,501,198.
22b Other grants and allocations (att sch)
(cash 6 O 4 5 0 .
non-cash
If this amount includes
foreign grants, check here SpeCific a55istance to indiVIduals
(attach schedule) 23
24 Benets paid to or for members
(attach schedule) . . 24
253 Compensation of current officers,
directors, key employees, etc. listed
inPartV-A . SeeL-ZSaStmt 25a 139,242. 76,583. 6,962. 55,697.
b Compensation of former officers,
directors, key employees, etc listed
inPartVCompensation and other distributions, not
included above, to disqualified persons (as
defined under section 4958(f)(i)) and persons
described in section
4958(c)(3)(Salaries and wages of employees not
included on line525a, b, andc 26 114,719. 65,618. 5,579. 43,522.
27 PenSion plan contributions not
included on line525a, b, andc 27 27,965. 16,661. 1,363. 9,941.
28 Employee benefits not included on
line525a-27 28 9,238. 8,446. 464. 328.
29 Payroll taxes 29 17,679. 9,750. 942. 6,987.
30 Professmnal fundraismg fees 30
31 Accounting fees 31 42,250. 20,300. 21,950. 0.
32 Legalfees 32 65,010. 56,882. 8,128. O.
33 Supplies 33 10,026. 6,769. 378. 2,879.
34 Telephone 34 6,180. 3,625. 297. 2,258.
35 Postage and shipping 35 7,065. 4,809. 262. 1,994.
36 Occupancy 36 36,664. 21,036. 1,816. 13,812.
37 Eqmpment rental and maintenance 37
38 Printing and publications 38 10,818. 8,533. 265. 2,020.
39 Travel 39 62,724. 56,013. 780. 5,931.
40 Conferences, conventions, and meetings 40
41 Interest 41
42 DepreCIation, depletion, etc (attach scheduleOther expenses not covered above (itemize):
433 56,640. 5,620. 0. 51,020.
43b 13,680. 5,912. 4,818. 2,950.
c_Ui_1_it_:i_e_s 43c 805. 462. 40. 303.
_Cgs_t_s 43d 7,340. 7,021. 37. 282.
e_I1u_r1lc_e 43e 501. 287. 25. 189.
43f 468,767. 399,328. 0. 69,439.
439 10,119. 10,044. 9. 66.
44 Total functional expenses. Add lines 223
throu h43g (Organizations completin columns
(B) D),carrytesetotalstolinesl 45) 44 6,673,211. 6,347,715. 54,320. 271,176.
Joint Costs. Check If you are followmg SOP 98-2
Are any icint costs from a combined educational campaign and fundraismg soliCitation reported in (B) Program serVices7 >El Yes No
If 'Yes, enter the aggregate amount of these iomt costs (ii) the amount allocated to Program seNices
the amount allocated to Management and general 5 and (iv) the amount allocated
to Fundraismg .
BAA TEEA0102 oai02/o7 Form 990 (2007)
CITIZENAUDIT.ORG PAGE #3
Form 990 (2007) Donors Trust, Inc.
[Fart Statement of Program Service Accomplishments (See the Instructions.)
Form 990 IS avaIlabIe for pubIIc InspectIon and, for some people, serves as the prImary or sole source of Information about a partIcular
organIzatIon. How the publIc perceres an organIzatIon In such cases may be determIned by the InformatIon presented on Its return Therefore,
please make sure the return Is complete and accurate and fully descrIbes, In Part the organIzatIon's programs and accompIIshments
52-2166327 Page3
What Is the organIzatIon's prImary exempt purpose?
All organIzatIons must descrIbe theIr exempt purpose achIevements In a clear and conCIse manner State the number of
cllents served, publIcatIons Issued, etc. DIscuss achIevements that are not measurable. (SectIon 501(c)(3) and (4) organ-
IzatIons and 4947(a)(1) nonexempt chantable trusts must also enter the amount of grants and allocatIons to others.)
_Se et_er_nn_t_,
a .892 _St_:et_e1_nn_t_, JPAP: PEQQIEIE)
Program Service Expenses
(RecluIred for 501(c)(3) and
organIzatIons and
947(a)(t) trusts. but
optIonal for others
(Grants and allocatmn; 5 502 448.4) If thIs amount Includes 5 857 581 .
b_Se _S_tet_er_nen_t_. _A_t_tec_h<_i Keenan)
Eda}; 3,15 s 6 .fnstEEchTt Eat?o?el_gr?g7a?n2fce3k71& T7 93 5 61 .
_St_emen_t_l Attached 3205:6119
Isak; "s 6 Irisaquth d_S_ee _St_:a_t_er_nen_t4 _&t9h JEEAA. 2:09:61er
Zaram; s 4, 000.
e Other program serVIces See Statement, Attached
(Grants and allocatIons If thIs amount Includes foreIgn grants, check here [Total of Program Service Expenses (should equal IIne 44, column (B), Program serVIces) 6 348 9 65 .
BAA
TEEA0103 12/27/07
Form 990 (2007)
CITIZENAUDIT.ORG PAGE #4
u
Form 990 (2007) Donors Trust, Inc. 52-2166327 Page4
lPart IV I Balance Sheets (See the instructions.)
Note: Where required, attached schedules and amounts Within the description (A) (B)
column should be for end-of-year amounts only Beginning of year End of year
45 Cash non-interest-bearing 45
46 SaVings and temporary cash investments 47a Accounts receivable 47a 2 89 166 .
b Less: allowance for doubtful accounts 47b 48a Pledges receivable 48a
b Less allowance for doubtful accounts 48b 48c
49 Grants receivable 49
50 a Receivables from current and former officers, directors, trustees, and key
employees (attach schedule) 503
b Receivables from other disqualified persons (as defined under section 4958(f)(1))
A and persons described in section 4958(c)(3)(B) (attach schedule) . 50b
3 51 a Other notes and loans receivable
(attach schedule) 51 a
s b Less: allowance for doubtful accounts 51 b 51c
52 Inventories for sale or use 52
53 Prepaid expenses and deferred charges 6 450 . 53 0 .
54a Investments publicly-traded securities L54a Stmt> E Cost FMV Investments other securities (attach sch) L 54b Cost FMV 55a Investments - land, buildings, eqUipment' ba5is 55a 54 229 .
b Less accumulated depreCIation
(attach schedule) L55 55b 19,265. 12,130. 55c 34,964.
56 Investments - other (attach schedule) 56
57a Land, buildings, and eqUipment ba5is 57a
b Less: accumulated depreCiation
(attach schedule) 57b 57c
58 Other assets, including program-related investments
(describe Total assets (must equal line 74) Add lines 45 through Accounts payable and accrued expenses Grants payable 61
62 Deferred revenue 62
Q 63 Loans from officers, directors, trustees. and key
ll employees (attach schedule) 63
4, 64a Tax-exempt bond liabilities (attach schedule) 64a
b Mortgages and other notes payable (attach schedule) 64b
5 65 Other liabilities (describe 65
66 Total liabilities. Add lines 60 through Organizations that follow SFAS 117, check here and complete lines 67
El. through 69 and lines 73 and 74. in,
A 67 Unrestricted . 4,610,950. 67 11,026,220.
g 68 Temporarily restricted 68
g 69 Permanently restricted 69
8 Organizations that do not follow SFAS 117, check here D and complete lines
70 through 74.
Q 70 Capital stock, trust prinCipal, or current funds 70
z 71 Paid-in or capital surplus, or land, budding, and eqUIpment fund 71
f 72 Retained earnings, endowment, accumulated income, or other funds 72
E 73 Total net assets or fund balances. Add lines 67 through 69 Or lines 70 through 74
g 72 (Column (A) must equal line 19 and column (B) must equal line 21) 4, 610 950Total liabilities and net assetslfund balances. Add lines BAA Form 990 (2007)
04 08102107
CITIZENAUDIT.ORG PAGE #5
Form 990 (2007) Donors Trust Inc . 522166327 Page 5
Part Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the
.4
instructions.)
a Total revenue, gains, and other support per audlted financial statements Amounts Included on line a but not on Part I, lune 12.
1 Net unrealized gains on Investments . b1 44 6 3 3 .
2Donated servuces and use of b2
3Recovenes of prIor year grants . . . b3
40ther (specny)
b4
Add lines b1 through b4 b -44 633 .
c Subtract line b from line Amounts Included on Part I, lune 12, but not on lune a:
1 Investment expenses not Included on Part I, We 6b d1
20ther (specrfy)
d2
Add lines d1 and d2 d
e Total revenue (Part I, line 12) Add lines c and d e 13 134 364.
[Part l Reconciliation of Emnses per Audited Financial Statements with Expenses per Return
a Total expenses and losses per audlted fmancnal statements Amounts Included on line a but not on Part Me 17:
1Donated servrces and use of b1
2Pnor year adjustments reported on Part I, line 20 b2
3Losses reported on Part I, line 20 b3
40ther (specrfy):
_29 9a_n_t _rseqigei 5114iAdd lines b1 through b4 b l 250 .
c Subtract line b from lune Amounts Included on Part I, line 17, but not on line a:
1 Investment expenses not Included on Part I, llne 6b d1
20ther (specrfy):
d2
Add lines d1 and d2 d
e Total expenses (Part I, IIne 17) Add lines Current Ofcers, Directors, Trustees, and Key Employees (LlSt each person who was an ofcer, dIrector, trustee,
or key employee at any tlme during the year even If they were not compensated (See the Instructions
(B) Title and lavjeragtedhours (C) (D) C<|3ntnbugronsf to (E) Expense
per wee evo account and other
(A) Name and address to posmon enter -0-) plans and deferred allowances
compensation plans
1:61.14
c/o Donors Trust
Sec'y&Treas. 40.00 106,083. 33,159. 0.
_K_irnb_e_r;x 9_D_eyr_1i_s
_Cl 9 P9110315 _T_r1t_ .
President 0.00 0. O. 0.
James- Ei_e_r secs
19 99205.5 _T_ry_s_t_
Director, VP 0.00 0. 0. O.
t_h_a1 i_e_1_ 9 f_a_t
P9110319
Director 0.00 O. 0. O.
_Dllil _S.ea_r_l e
.01 9 _Dgr;0_r_s _T.ri1t_
VicePresident BAA 08/02/07 Form 990 (2007)
CITIZENAUDIT.ORG PAGE #6
Form 990 (2007) Donors Trust, Inc. 522166327 Page 6
[Part V-AI Current Officers, Directors, Trustees, and Key Employees (continued) Yes No
75a Enter the total number of ofcers, dIrectors, and trustees permItted to vote on organIzatIon busmess at board meetmgs
b Are any offIcers, dIrectors, trustees, or key employees lIsted In Form 990, Part V-A, or hIghest compensated employees
|Isted In Schedule A, Part I, or hIghest compensated profeSSIonal and other Independent contractors |Isted In Schedule
A, Part or B, related to each other through famIly or busmess relatIonshIps" If 'Yes, attach a statement that n 1
IdentIers the IndIVIduals and explaIns the relatIonshIp(s) 75b X I
c Do any ofcers, directors, trustees, or key employees lIsted In form 990, Part V-A, or hIghest compensated employees
IIsted In Schedule A, Part I, or hIghest compensated professIonal and other Independent contractors lIsted In Schedule
A, Part ll-A or II-B, recere compensatIon from any other organIzatIons, whether tax exempt or taxable, that are related
to the organIzatIon? See the InstructIons for the defInItIon of 'related organIzatIon' 75c x I
If 'Yes, attach a statement that Includes the InformatIon descrIbed In the InstructIons. v A _i g
d Does the organIzatIon have a when coanIct of Interest pollcy? 75d X I
IPart V-B [Former Ofcers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benets (If an? former offIcer, dIrector, trustee, or key employee recered compensatIon or other benets (descrIbed below)
durIng the year, Ist that person below and enter the amount of compensatIon or other benets In the approprIate column See
the InstructIons.)
(B) L d (C) (D) C(lmtrIbultIonsf to (E) Expednse
oans account an other
(A) Name and address Advances enter -0-) plans and deferred allowances
compensatIon plans
.1111:
I Part VI I Other Information (See the Instructions.) Yes No
76 the organIzatIon make a change In Its actIVItIes or methods of conductIng actIVItIes"
If 'Yes, attach a detaIled statement of each change 76 X
77 Were any changes made In the organIZIng or governIng documents but not reported to the 77 X
If 'Yes, attach a conformed copy of the changes E 7
783 the organIzatIon have unrelated busmess gross Income of $1,000 or more durIng the year covered by thIs return? 78a X
b If 'Yes, has It led a tax return on Form 990-T for Ms year7 78b
79 Was there a quUIdatIon, dIssolutIon, termInatIon, or substantIaI contractIon durIng the A -
year? If 'Yes, attach a statement 79 X I
803 Is the organIzatIon related (other than by assouahon mm a stateWIde or natIonWIde organIzatIon) through common 7* e s
membershIp, governIng bodIes, trustees, offIcers, etc, to any other exempt or nonexempt organIzatIon7 80a X I
b If 'Yes, enter the name of the organIzatIon p9110__r _Igc
and check whether It Is exempt or nonexempt.
81 3 Enter dIrect and IndIrect polItIcal expendItures (See Me 81 InstructIonsthe organIzatIon le Form 1120-POL for this year? 81 b 1
BAA Form 990 (2007)
06 12/27/07
CITIZENAUDIT.ORG PAGE #7
Form 990 (2007) Donors Trust, Inc. 522166327 Page7
Part VI I Other Information (continued) Yes No
82 a Did the organization receive donated serVIces or the use of materials, eqUIpment, or faCIlities at no charge or at
substantially less than fair rental value7 823 X
b If 'Yes, you may Indicate the value of these Items here Do not include this amount as
revenue in Part or as an expense in Part II (See instructions In Part 82b| V g g
833 the organization comply With the public Inspection reqUIrements for returns and exemption applications? 83a X
b Did the organization comply With the disclosure requirements relating to qUId pro quo contributions? 83b
84a Did the organization what any contributions or gifts that were not tax deductible? 84a X
b If 'Yes, did the organization include With every solicnation an express statement that such contributions or gifts were a
not tax deductible . 84b
85a 501(c)(4), (5), or (6). Were substantially all dues nondeductible by members? 85a
b Did the organization make only in-house lobbying expenditures of $2,000 or less? 85b
If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year
c Dues, assessments, and Similar amounts from members 85c
d Section 162(e) lobbying and political expenditures . 85d
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85c A
f Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f 4
9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? 859
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of . h J
dues allocable to nondeductible lobbying and political expenditures for the followmg tax year7 85h
86 507(c)(7) organizations Enter a Initiation fees and capital contributions included on 1
line 12 86a A I
b Gross receipts, included on line 12, for public use of club faculties 86b
87 501(c)(12) organizations. Enter a Gross Income from members or shareholders 87a A
bGross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them . 87b A
88a At any time during the year, did the organization own a 50% or greater Interest In a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sectIons 301.7701 -2 and 301770137 7 m
If 'Yes, complete Part IX 88a X
b At any time during the year, did the organization, directly or Indirectly, own a controlled entity Within the meaning of
section 512(b)(13)? If 'Yes, complete Part XI 88b X
89a 501(c)(3) organizations Enter: Amount of tax Imposed on the organization during the year under:
section 4911 9 section 4912> 9 section 4955 _0
b 501(c)(3) and 507(c)(4) organizations. Did the organization engage In any section 4958 excess benefit transaction
during the year or did it become aware of an excess benefit transaction from a prior year? If 'Yes, attach a statement m 7
explaining each transaction 89b X
c Enter Amount of tax imposed on the organization managers or disqualIfied persons during the
year under sections 4912, 4955, and 4958 0 .
d Enter Amount of tax on line 89c, above, reimbursed by the organization A
e All organizations At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? 89e X
1 All organizations. Did the organization acquire a direct or Indirect Interest In any applicable insurance contract? 89f X
9 For supporting organizations and sponsoring organizations maintaining donor adwsed funds. Did the supporting
organization, or a fund maintained by a sponsoring organization, have excess busmess holdings at any time during - a
the year? 899 X
903 List the states With which a copy of this return Is filed -
b Number of employees employed In the pay period that Includes March 12, 2007
(See instructions) I 90b! 3
91 a The books are in care of Donors Trust Telephone number (703) 53 5 3 563
Located at _199_ 51_e_xa_arld_r_ia_i, ZIP 4 3211}; 2_903
b At any time during the calendar year, did the organization have an interest in or a Signature or other authority over a Yes N
finanCIal account In a foreign country (such as a bank account, securities account, or other finanCIal account)? 91 b X
If 'Yes, enter the name of the foreign country
See the Instructions for exceptions and filing reqwrements for Form TD F 90-221, Report of Foreign Bank and
FinanCIal Accounts
BAA
TEEA0107 09/10/07
Form 990 (2007)
CITIZENAUDIT.ORG PAGE #8
Form 990 (2007) Donors Trust Inc. 52-2166327 Page 8
FPart VI I Other Information (continued) Yes No
c At any time during the calendar year, did the organization maintain an office outSIde of the United States? I 91 c X
If 'Yes, enter the name of the foreign country
92 Section 4947(a)(l) nonexempt charitable trusts filing Form 990 In lieu of Palm 7047 - Check here
and enter the amount of tax-exempt interest received or accrued during the tax year
Wart VII IAnaIysis of Income-Producing Activities (See the instructions.)
>|92l
Unrelated busmess income
Excluded Ev section 512, 513, or 514
Note: Enter gross amounts unless
otherWIse Indicated
Busmess code
(A) (B)
Amount
(C)
Exclusron code
(D)
Amount
(E)
Related or exempt
function income
93 Program serwce revenue
608,310.
I a ADMIN SERVICES PROVIDED TO so
b
C
d
f Medicare/Medicaid payments
9 Fees contracts from government agenCIes
94 Membership dues and assessments
95 Interest on savmgs temporary cash
14
174, 031.
96 DiVidends interest from securities
14
97,422.
97 Net rental Income or (loss) from real estate
a debt-financed property
b not debt-financed property
98 Net rental income or (loss) from pers prop
99 Other Investment income
100 Gain or (loss) from sales of assets
other than Inventory
18
66, 155.
101 Net Income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
103 Other revenue: a
mane
104 Subtotal (add columns (B), (D), and
337, 608.
608, 310.
105 Total (add line 104, columns (B), (D), and
Note: Line 105plus line 19, Part I, should equal the amount on line 12, Part I.
I Part Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)
Line No.
b
v of the organization's exempt purposes (other than by provrding funds for such purposes)
93a Payment from supporting organization that Taxpayer
chari tabl e programs .
for administrative and other assistance with supporting
organizations programs, which directly support Taxpayers
945, 918 .
Explain how each actIVIty for which income is reported In column (E) of Part VII contributed importantly to the accomplishment
I Part IX Information Regarding Taxable Subsidiaries and Disregarded Entities (See the Instructions.)
(A) (B) (C) (D) (E)
Name, address, and EIN of corporation, Percentage of Nature of actwmes Total End-of-year
ownership Interest income assets
partnership, or disregarded entity
I Part X I Information Regarding Transfers Associated with Personal Benet Contracts (See the instructions.)
a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
Note: If 'Yes' to file Form 8870 and Form 4720 (see Instructions)
BAA
08 12/27/07
Yes X No
Yes No
Form 990 (2007)
CITIZENAUDIT.ORG PAGE #9
Form 990 @07) Donors Trust Inc . 52 2 16632 7 Page 9
I Part XI I Information Regarding Transfers To and From _Controlled Entities. Complete only if the
organization is a controlling organization as defined in section 572(b)(73). N A
Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined In section 512(b)(13) of the Code? If
'Yes, complete the schedule below for each controlled entity
(A) (B) C)
Name, address, of each Employer Identication Description of
controlled entity Number transfer Amunt tran51Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If
'Yes, complete the schedule below for each controlled ent
(A) (B) (0).
Name, address, of each Employer Identification Description of
controlled entity Number transfer Amour
3 .
1
is 2222222222:
c
Totals
Yes No
108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and
annuities described in question 107 above? .
J 823351322: ".345 W Wedge and We" '5
Please I
Signatu e of officer I Date
Hm . ink/Hm m. (4.167%, Aggie bra W72
Type or print name and title
Paid Preparer's 14 Dal; ,0 a? 'f (see
Pre_ Signature 5 . L) D employed b(l
arerus Firm'sfnan'ife (or Wle Egity Administration LLC
se i"fo'yefd 86 Trad [St Unit 3 am
I
only Hendlerson NV 890748847 Phone no 7027-59/' 3400
BAA Form 990 (2007)
10 08/03/07
CITIZENAUDIT.ORG PAGE #10
Organization Exempt Under
SCHEDULE A
(Form 990 or 99mm Section 501(c)(3)
(Except Private Foundation) and Section 501 (eh 501(f), 501(k),
501 or 4947(a)(1) Nonexempt Charita le Trust
Supplementary lnfonnation (See separate instructions.)
Department of the Treasury
Internal Revenue Servrce
MUST be completed by the above Organizations and attached to their Form 990 or 990-EZ.
OMB No 1545-0047
2007
Name of the organization
Employer identication number
Donors Trust, Inc. 52-2166327
lPartl I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See Instructions. each one. If there are none, enter 'None.')
Name and address of each Trtle and average Compensation Expense
employee pard more hours per week account and other
than $50,000 devoted to posrtron compensatlon allowances
.52519'1)! 39913. _Pid_dres_5_i_rl_cjg -
the Organization Marketing Dir. 40.00 60,172. 12,837. 0.
99X _S_iri_n9 011. _Ad_<ires_s_i_r1_c19
the Organization Program Admin. 40.00 53,490. 16,663. 0.
Total number of other employees pard
over $50,000 NONE
IPalt - A I Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See Instructions. each one (whether or firms). If there are none, enter 'None.')
Name and address of each Independent contractor paid more than $50,000
Type of servrce
Compensation
Total number of others over
$50,000 for professronal serVIces
NONE
Part II B I Compensation of the Five Highest Paid Independent Contractors for Other Services
(Lrst each contractor who performed servrces other than professronal servrces, whether InleIduaIS or
firms. If there are none, enter 'None. See Instructions.)
Name and address of each Independent contractor pard more than $50,000
Type of servrce
Compensation
Fiscal Associates
1515 Jefferson Davis Hwy #810 Arlington VA 22202 Deliver c&G program 106 400_
Bi ysier
7464 Ridgeview Circle Athens OH 45701 Oversee work in CCAP program 81 I 600 .
132x619. Qk_e 2e.
3179 Summitsquare Dr Oakton VA 22124 Work in CCAPlrogram 66 625
Total number of other contractors
None
over $50,000 for other servrces
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ.
12127l07
Schedule A (Form 990 or 990-EZ) 2007
CITIZENAUDIT.ORG PAGE #11
Schedule A (Form 990 or 990-EZ) 2007 52 2166327 Page 2
Statements About Activities (See Instructions.) Yes No
1 During the year, has the organization attempted to Influence national, state. or local legislation, including any attempt
to influence public opinion on a legislative matter or referendum? If 'Yes, enter the total expenses paid
or incurred in connection With the lobbying actiwties
(Must equal amounts on line 38, Part VI-A, or line i of Part VI-B) . 1 x
Donors Trust, Inc.
Organizations that made an election under section 501 by filing Form 5768 must complete Part VI-A. Other
organizations checking 'Yes' must complete Part VI-B AND attach a statement givmg a detailed description of the
lobbying actiwties.
2 During the year, has the organization, either directly or indirectly, engaged in any of the followmg acts With any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or With any
taxable organization With which any such person is affiliated as an officer, director, trustee, majority owner, or prinCipal
benefiCIary? (If the answer to any question IS 'Yes,' attach a detailed statement explaining the transactions.)
a Sale, exchange, or leasmg of property? . 2a X
b Lending of money or other exten5ion of credit? 2b X
c Furnishing of goods, servrces, or faCIlities? 2c X
See Part: V, Form 990
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? 2d X
e Transfer of any part of its income or assets? . 2e X
33 Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an
explanation of how the organization determines that reCIpients quality to receive payments 3a X
b Did the organization have a section 403(b) plan for its employees? 3b X
c Did the organization receive or hold an easement for conservation purposes, including easements
to preserve open space, the enwronment, historic land areas or historic structures? It
'Yes,' attach a detailed statement . 3c X
d Did the organization prOVIde credit counseling, debt management, credit repair, or debt negotiation sewices" 3d X
43 Did the organization maintain any donor adVised funds7 If 'Yes,' complete lines 4b through 4g If 'No, complete lines
4f and 4g 4a X
b Did the organization make any taxable distributions under section 49667 4b X
c
Did the organization make a distribution to a donor, donor or related person? 4c X
d Enter the total number of donor adVIsed funds owned at the end of the tax year 73
e Enter the aggregate value of assets held in all donor adVIsed funds owned at the end of the tax year Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor adwsed
funds included on line 4d) where donors have the right to prowde adVIce on the distribution or investment of
amounts in such funds or accounts 0
9 Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year O .
BAA 12127107 Schedule A (Form 990 or Form 990-EZ) 2007
CITIZENAUDIT.ORG PAGE #12
Schedule A (Form 990 or 990-EZ) 2007 Donors Trust Inc . 52 -2 166327 Page 3
- I Part IV Reason for Non-Private Foundation Status (See Instructions.)
I certify that the organization Is not a private foundation because It lS' (Please check only ONE applicable box
5 D A church, convention of churches, or assouation of churches Section
i 6 A school Section (Also complete Part V
7 El A hospltal or a cooperative hospital serwce organization Section
8 A federal, state, or local government or governmental unit Section
9 A medical research organization operated in conjunction With a hospital Section Enter the hospital's name, city,
and state
10 D An organization operated for the benefit of a college or univer5ity owned or operated by a governmental unlt. Section 170(b)(1)(A)(iv)
(Also complete the Support Schedule in Part IV-A
11 a An organlzation that normally receives a substantial part of its support from a governmental unit or from the general public.
Section (Also complete the Support Schedule in Part IV-A
11 b El A community trust. Section (Also complete the Support Schedule in Part
12 El An organization that normally receives: (1) more than of Its support from contributions, membership fees, and gross receipts
from activmes related to its charitable, etc, functions sub ect to certain exceptions, and (2) no more than of Its support
from gross investment income and unrelated busnness taxa Ie income (less section 511 tax) from busmesses acquured by the
organization after June 30, 1975 See section 509(a)(2). (Also complete the Suppod Schedule in Part
13
An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwnse meets the
requirements of section 509(a)(3). Check the box that describes the type of supporting organization:
H Type Type ll [1 Type Ill-Functionally Integrated Type
Provide the following information about the supported organizations. (See instructions
(C)
Name(s) of supported Employer identification Type of Is the supported Amount of
organization(s) number (EIN) organization (described organization listed in support
in lines 5 through 12 the supporting
above 0r IRC section) organization's
governing
documents?
Yes No
Total .
14 H An organization organized and operated to test for public safety. Section Sga)(4). (See instructions
BAA Schedule A (Form 990 or 990-EZ) 2007
12/27/07
CITIZENAUDIT.ORG PAGE #13
Schedule A (Form 990 or 990-EZ) 2007
. Part IV-A [Support Schedule (Complete only if you checked a box on line 10, 11, or 12 Use cash method ofaccounting.
Donors Trust:
Inc .
522166327
Note: You may use the worksheet in the Instructions for converting from the accrual to the cash method of accounting
Page 4
Calendar year (or scal year
beginning in) .
D
28386
28'35
(11)
20(34 2003
Total
15
Gifts, grants, and contributions
received. (Do not include
unusual grants. See line 28
4,866,975.
2,805,881.
1,585,251.
1,020,852.
10,278,959.
16
Membership fees received
17
Gross receipts from
merchandise sold or sewices performed,
or furnishing of 1801111195 in any actIVity
that is related to the organization's
charitable, etc, pungose
501, 883 .
432, 078 .
342 052 .
189,383.
1,465,396.
18
Gross income from interest, diVidends,
amts rec'd from payments on securities
loans (sec. rents, royalties,
income from Similar sources, and
unrelated busmess taxable income (less
sec 511 taxes) from busmesses acqmred
by the organzation after June 30, 1975
111,726.
45,954.
14,874.
7,851.
180, 405 .
19
Net income from unrelated busmess
actiVIties not included in line 18
20
Tax revenues IeVIed for the
organization's benefit and
either aid to it or expended
on Its ehalf
21
The value of sewices or
facrlities furnished to the
organization by a governmental
unit Without charge Do not
Include the value of serVices or
faCIlities generally furnished to
the public Without charge
Other income Attach a
schedule. Do not include
gain or (loss) from sale of
capital assets
23
Total of lines 15 through 22
5,480,584.
3,283,913.
1,942,177.
1,218,086.
11,924,760.
24
Line 23 minus line 17
4,978,701.
2,851,835.
1,600,125.
1,028,703.
10,459,364.
Enter 1% of line 23
54, 806.
32,839.
19,422.
12,181.
26
Organizations described on lines 10 or 11:
return. Enter the total of all these excess amounts
c Total support for section 509(a)(1) test Enter line 24, column
d Add: Amounts from column for lines 18
22
e Public support (line 26c minus line 26d total)
t Public support percentage (line 26e (numerator) divided by line 26c (denominator)) .
a Enter 2% of amount in column line 24
b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly
supported organization) whose total gifts for 2003 through 2006 exceeded the amount shown in line 26a Do not file this list With your
180, 405 .
19
26b 3,266,570.
26a
209, 187 .
26b
3,ae,rb.
V
26c
10, 459,364.
26d
'3,446,975.
b
26c
7,012,389.
26f
67.04
27 Organizations described on line 12:
a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person, prepare a list for your records to show the
name of, and total amounts received in each year from, each disqualified person Do not le this list with your return. Enter the sum of
such amounts for each year
(2006) (2005) (2004) (2003)
bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records
to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2)
$5,000 (Include in the list organizations described in lines 5 through 11b, as well as indIVIduals Do not le this list with your return.
After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these
differences (the excess amounts) for each year'
(2006) (2005) (2004) (2003)
c Add Amounts from column for lines Add. Line 27a total and line 27b total 27d
e Public support (line 27c total minus line 27d total) 27e
t Total support for section 509(a)(2) test Enter amount from line 23, column 27t i U W A 7
g Public support percentage (line 2713 (numerator) divided by line 27f (denominator))
h Investment income percege (line 18, column (numerator) divided by line 27tjdenominator 27h
28 Unusual Grants: For an organization described in line 10, 11, or 12 that received an unusual
rants during 2003 through 2006, prepare a
list for your records to show, for each year, the name of the contributor, the date an amount 0 the grant, and a brief description of the
nature of the grant Do not le this list with your return. Do not include these grants in line 15
BAA
TEEA0403
12IZ7IO7
Schedule A (Form 990 or 990-EZ) 2007
CITIZENAUDIT.ORG PAGE #14
Schedule A gForm 990 or 990-EZ) 2007 Donors Trust, Inc. 52 2166327 Page 5
- {Part V [Private School Questionnaire (See InstructIons.)
(T o be completed ONLY by schools that checked the box on line 6 in Part IV) N A
Yes No
29 Does the organIzatIon have a raCIally nondIscrImInatory poIIcy toward students by statement In Its charter, bylaws,
other governIng Instrument, or In a resolution of Its governIng body? 29
30 Does the organIzatIon Include a statement of Its raCIally nondIscrImInatory polIcy toward students In all Its brochures,
catalogues, and other when communIcatIons WIth the publIc dealIng WIth student admISSIons, programs,
and scholarshIps? . . 30
31 Has the organIzatIon publICIzed Its raCIaIIy nondIscrImInatory poIIcy through newspaper or broadcast medIa durIng
the perIod of soIICItatIon for students, or durIng the regIstratIon perIod If It has no soIICItatIon program, In a way that 7 7
makes the pollcy known to all parts of the general communIty It serves? 31
If 'Yes, please descrIbe, If 'No, please explaIn. (If you need more space, attach a separate statement.)
32 Does the organIzatIon maIntaIn the followmg:
3 Records IndIcatIng the raCIaI composmon of the student body, faculty, and admInIstratIve staff? 7 32a
b Records documentIng that scholarshIps and other fInanCIal aSSIstance are awarded on a raCIally
nondIscrImInatory basIs? . . 32b
c CopIes of all catalogues, brochures, announcements, and other when communIcatIons to the pubIIc deaIIng
WIth student programs, and scholarshIps? 32c
dCopIes of all materIaI used by the organIzatIon or on Its behalf to what contrIbutIons" 32d
If you answered 'No' to any of the above, please explaIn (If you need more space, attach a separate statement.)
33 Does the organIzatIon dIscrImInate by race In any way WIth respect to
a Students' rIghts or prIVIleges? 333
b poIICIes" 33b
c Employment of faculty or admInIstratIve staff? 33c
d ScholarshIps or other fInanCIal aSSIstance? . 33d
e EducatIonaI po|Ic1es7 . . 33e
t Use of faCIlItIes7 33f
g AthletIc programs? 33
h Other extracurrIcular actIVItIes" 33h
If you answered 'Yes' to any of the above, please explaIn (If you need more space, attach a separate statement
343 Does the organIzatIon recere any fInanCIal ad or aSSIstance from a governmental agency? 34a
b Has the organIzatIon's rIght to such aId ever been revoked or suspended? 34b
If you answered 'Yes' to eIther 34a or b, please explaIn usmg an attached statement
35 Does the organIzatIon certIfy that It has complIed WIth the agghcable requIrements of
sectIons 4 01 through 4 05 of Rev Proc 75-50, 1975-2 C B 7, coverIng raCIal
nondIscrImInatIon" If 'No, attach an explanatIon 35
BAA TEEAMO4 12/27/07 Schedule A (Form 990 or 930-EZ) 2007
CITIZENAUDIT.ORG PAGE #15
Schedule A (Form 990 or 990-EZ) 2007
- IPart lLobbying Expenditures b Electing Public Charities (See instructions)
Check a m If the organization belongs to an affiliated group
Donors Trust
Inc .
(To be completed ONLY by an e igible organization that filed Form 5768)
52-2166327
Page 6
Check b if you checked and 'Iimlted control'
Limits on Lobbying Expenditures
Affiliated group
To be completed
(The term 'expenditures' means amounts paid or Incurred tetals ig';fgg
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36
37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37
38 Total lobbying expenditures (add lines 36 and 37) 38
39 Other exempt purpose expenditures 39
40 Total exempt purpose expenditures (add lines 38 and 39) 40
41 Lobbying nontaxable amount. Enter the amount from the followmg table
If the amount on line 40 is The lobbying nontaxable amount is
Not over $500,000 20% of the amount on line 40
Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 g ww_ 7w K A 7
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1,000,000 h _7
42 Grassroots nontaxable amount (enter 25% of lme 41) 42
43 Subtract line 42 from line 36. Enter -0- if line 42 IS more than line 36 43
44 Subtract line 41 from line 38. Enter -0- if line 41 Is more than line 38 44
Caution: If there IS an amount on either line 43 or line 44, you must file Form 4720.
4 -Year Averaging Period Under Section 501
(Some organizations that made a section 501 election do not have to complete all of the five columns below
See the instructions for lines 45 through 50
Lobbying Expenditures During 4 -Year Averaging Period
Calendar year
(or scal year 2007 2006 2005 2004 Total
beginning in)
45 Lobbying nontaxable
amount 0 . O .
46 Lobbying ceillng amount
(150% of llne 45(0))
47 Total lobbying
expenditures . O . 0 .
48 Grassroots non-
taxable amount 0 . 0 .
49 Grassroots amount
(150% of line 48(e))
50 Grassroots
expenditures 0 . 0 .
IPart VI-B l Lobbying Activity by Nonelectin Public Charities
(For reportan only by organizations that id not complete Part (See instructions
During the year, did the organization attempt to influence national, state or local legislation, including any
attempt to influence public oplnlon on a legislative matter or referendum, through the use of' Yes N0 Amount
a Volunteers x
b Paid staff or management (Include compensation in expenses reported on lines c through X g h
c Media advertisements X
d Mailings to members, legislators, or the public X
e Publicatlons, or published or broadcast statements X
f Grants to other organizations for lobbying purposes X
9 Direct contact With legislators. their staffs, government offICIals, or a legislative body X
h Rallies, demonstratlons, seminars, conventions, speeches, lectures, or any other means X
i Total lobbying expenditures (add lines c through
If 'Yes' to anyof the above, also attach a statement a detailed of the lobbying activmes.
BAA
TEEA0405 1 2/27/07
Schedule A (Form 990 or 990-EZ) 2007
CITIZENAUDIT.ORG PAGE #16
Schedule A (Form 990 or 990-EZ) 2007 Donors Trust Inc . 52-2 166327 Page 7
[Part VII [Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See Instructions)
51 the reportIng organIzatIon directly or IndIrectly engage In any of the followmg WIth any other organIzatIon descrIbed In sectIon 501
of the Code (other than sectIon 501(c)(3) organIzatIons) or In sectIon 527, relatIng to polltIcal organIzatIons"
a Transfers from the reportIng organIzatIon to a noncharItable exempt organIzatIon of. Yes No
(I)Cash . 51 a X
(ii)Other assets a x
b Other transactIons
(i)Sales or exchanges of assets mm a noncharItable exempt organIzatIon
(ii)Purchases of assets from a nonchantable exempt organIzatIon
of faCIlItIes, equ1pment, or other assets
(iv)ReImbursement arrangements
(v)Loans or loan guarantees . .
(vi)Performance of serwces or membershIp or fundraIsmg solICItatIons
c SharIng of eqUIpment, maIlIng lIsts, other assets, or paId employees c
d If the answer to any of the above Is 'Yes, comglete the followmg schedule Column should alwa 5 show the fan market value of
the oods, other assets, or serVIces gIven by t e reportIn orlanIzatIon. If the organIzatIon recere less than faIr market value In
any ransactIon or sharIng arrangement, show In column g(d) e value of the goods, other assets, or serVIces recered
no. Amount Involved Name of noncharItable exempt organIzatIon DescrIptIon of transfers, transactIons, and shanng arrangements
523 Is the organIzatIon dIrectly or IndIrectly WIth, or related to, one or more tax-exempt organIzatIons
descrIbed In sectIon 501(c) of the Code (other than sectIon 501(c)(3)) or In sectIon 5277 Yes No
b If 'Yes the follow schedule
Name of organIzatIon Type of organIzatIon DescrIptIon of relatIonshIp
BAA Schedule A (Form 990 or 990-EZ) 2007
TEEAO406 12/27/07
CITIZENAUDIT.ORG PAGE #17
Form 990 Schedule of Gains and Losses from 2007
1 Line and 8(3) Sale of Assets Other than Inventory
r Statement Attach to return
Name Employer Identification Number
Donors Trust, Inc. 522166327
Part I, Line 8, Column (A) Securities
Public Securities
Gross
Description Sales Price
Publicly Traded Securities 3, 878, 634. Cost 3, 812,479.
Selling Expenses
Basns 3,812,479.
w Nonpublic Securities
1 Cost, other baSlS or
i Date Acquured Date Sold Gross FMV when donated
Description and Method and to Whom Sales Pnce (State on top)
Total Securities 3,878,634. I 3,812,479.
Gain or (Loss) from Sale of Securities l 66 155 .
Part I, Line 8, Column (B) Other Assets
Date Acquired Date Sold Gross Cost, other baSlS or
Description and Method and to Whom Sales Pnce FMV when donated
Cost
. Deprecratlon
Basrs
Donation FMV
Cost
Deprecratlon
Basns
Donation FMV
Cost
Deprecratron
Basrs
Donation FMV
Cost
DepreCIatron
Basrs
Donation FMV
Total Other Assets
Gain or (Loss) from Sale of Other Assets
TEEWOZOI SCR 09/21/07
CITIZENAUDIT.ORG PAGE #18
Form 990 Compensation of Current Officers, Directors, 2007
Part II, Line 25a Key Employees, Etc.
Name as Shown on Return Employer Identification No.
Donors Trust, Inc. 52-2166327
Compensation
(A) (B) (C) (D)
Name If a Total Program Management Fundralsmg
Bus servnces and general
Whitney L Ball 106,083. 58,346. 5,304. 42,433.
Kimberly 0 Dennis O .
James Piereson 0.
Nathaniel C Moffat 0.
See Compensation
Total Compensatlon
Recelved 106,083. 58,346. 5,304. 42,433.
Contributions to Employee Benefit Plans Deferred Compensation Plans
(A) (B) (C) (D)
Name If a Total Program Management Fundralsmg
Bus serVIces and general
Whitney L Ball 33,159. 18,237. 1,658. 13,264.
Kimberly 0 Dennis 0.
James Piereson 0.
Nathaniel C Moffat 0.
See Employee Benefit Plans Def..rred Compensation Plans
Total to
Employee Benefit Plans
Deferred Compensation
Plans 33,159. 18,237. 1,658. 13,264.
Expense Account and Other Allowances
(A) (B) (D)
Name If a Total Program Management Fundralsmg
Bus servrces and general
Whitney L Ball 0 .
Kimberly 0 Dennis 0 .
James Piereson 0.
Nathaniel C Moffat 0.
See Expense Account and Otl 3r Allbwances
Total Expense Account and
Other Allowances O .
Total to Part||,LIne 25a 139,242. 76,583. 6,962. 55,697.
$1990|25a SCR 01 [25/08
CITIZENAUDIT.ORG PAGE #19
Donors Trust, Inc.
52-21 66327
Form 990, Page 5, Part V-A
List of Ofcers. Directors, Trustees. Key Employees Statement
(A) (B) (C) (D) (E)
Name and address Title and Compensation ContributIOns Expense
average hours (if not paid. to employee account
per week devoted enter -0-) benefit plans and other
to posntlon and deferred allowances
compensation
Busnness Person I:
William J Hume
c/o Donors Trust Director
Busrness . I Person
ALL MAY BE REACHED
DONORSTRUST
Form 990. Part VI, Page 7, Line 90a
States Filed In
See Statementi Attached
Form 990, Page 1, Part I, Line 20
Other Changes in Net Assets or Fund Balances
Description I Amount
Unrealized loss on marketable securities 44, 633 .
Grants rescinded after audit 1 250 .
Total 45[883.
Forrm 990, Part II. LIne 25a
Compensation
Compensation
(A) (B) (C) (D)
Name If a Total Program Management Fundralsmg
Bus servuces and general
Daniel C Searle 0 .
William J Hume O .
ALL MAY BE REACHED
Total 0 .
CITIZENAUDIT.ORG PAGE #20
Donors Trust, Inc. 52-2166327 2
Form 990, Part II, Line 25a
Employee Benet Plans Deferred Compensation Plans
Contributions to Employee Benet Plans Deferred Compensation Plans
(A) (B) (C) (D)
Name If a Total Program Management Fundralsmg
Bus serVIces and general
Daniel C Searle 0.
William J Hume 0.
ALL MAY BE REACHED
Total 0 .
Form 990, Part H. Um 25a
Expense Account and Other Allowances
Expense Account and Other Allowances
(A) (B) (C) (D)
Name If a Total Program Management Fundralsmg
Bus serVIces and general
Daniel C Searle 0.
William J Hume 0.
ALL MAY BE REACHED
Total 0 .
Form 990, Page 4, Part IV, Line 54a
Investments - Publicly-Traded Securities Statement
Cost or Beginning End of
Description FMV of Year Year
15721.336 KAUFX FMV 0 97,944.
164 AMRMX FMV 0. 4,640.
46 SLB FMV 0. 7,476.
86 COP FMV 0 7,594.
Publicly Traded Mutual Funds FMV 1,179,864 1,924,747.
TOMI 1,179,864. 2,042,401.
Form 990, Page 4, Part IV, LIne 54b
Investments - Other Securities Statement
Cost or Beginning End of
Description FMV of Year Year
Auction Rate Securities IFMV l 1,000,000.
Total 0. 1,000,000.
CITIZENAUDIT.ORG PAGE #21
Donors Trust, Inc.
52-21 66327
Form 990, Page 4, Part IV, Lines 55a 55b
Investments - Land, Buildings and Equipment Statement
Cost/Other Accumulated Book Value
Deprecnatlon
Office furniture equipment 35,534. 18,914. 16,620.
Leasehold improvements 18,695. 351. 18,344.
Total 54,229. 19,265. 34,964.
Form 990, Page 4, Part IV, LIne 58
Other Assets Statement
Beginning End of
Line 58 - Other Assets: of Year Year
Deposits 1,875.l 3,699.
Total 1,875. 3,699.
CITIZENAUDIT.ORG PAGE #22
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 1/Line 1a
Description Amount
Contributions to donor advised funds 10,461,557.
Total 10,461,557.
Supporting Statement of:
Form 990 p l/Line lb
Description Amount
General support 551 389 .
Special programs 1,175,500.
Total 1,726,889.
Supporting Statement of:
Form 990 p 1/Line 1e - Cash
Description Amount
Cash contributions 9,306,174.
Total 9,306,174.
Supporting Statement of:
Form 990 p l/Line 1e - Noncash
Description Amount
Marketable securities 2 882,272.
Total 2,882,272.
Supporting Statement of:
Form 990 p 2/Line 22a column (A)
Description Amount
Advised grants from donor advised funds
See schedule of grantees, attached 5,501,198.
CITIZENAUDIT.ORG PAGE #23
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Continued
Form 990 p 2/Line 22a column (A)
Description
Amount
Total
5,501,198.
Supporting Statement of:
Form 990 p 2/Line 22b Cash
Description
Amount
Cash grants, see schedule of
grantees, attached
60,450.
Total
60,450.
Supporting Statement of:
Form 990 p 3/Ln aGrants Allocations
Description
Amount
Cash grants
5,502,448.
Total
5,502,448.
Supporting Statement of:
Form 990 p 4/Line 53, column (A)
Description Amount
Misc prggaid expenses 6,450.
Total 6,450.
Supporting Statement of:
Form 990 p 5/Part IVA, Line b(l)
Description Amount
Net unrealized loss on securities -44,633.
Total
-44, 633.
CITIZENAUDIT.ORG PAGE #24
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 5/Part VA, Column
Description Amount
SEP plan contributions 17,659.
403(b)(7) plan contribution 15,500.
Total 3 3 1 5 9 .
Supporting Statement of:
Form 990 p 8/Line
Description Amount
Capital gain from sale of marketable secs 66,155.
Total 6 6 1 5 5 .
CITIZENAUDIT.ORG PAGE #25
Additional Information For Tax Return
Donors Trust, Inc. 52-2166327
PART PRIMARY EXEMPT PURPOSE
SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE
INITIATIVES, MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING
TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN
RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY AND
INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO NEEDS, AS OPPOSED
TO GOVERNMENTAL INVOLVEMENT.
DESCRIPTION OF PROGRAM SERVICE ONE - DAF PROGRAM
A DONOR ADVISED FUND (DAF) PROGRAM THAT ALLOWS CONTRIBUTORS TO THE DAF TO
ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION,
RESEARCH AND PRIVATE INITIATIVES, MOST PERVASIVE AND RADICAL NEEDS,
INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS,
GOVERNANCE, FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE
PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO
NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Egamorygeklommighinegl_
DESCRIPTION OF PROGRAM SERVICE B - NEW PHILANTHROPY STUDIES (NPS)
THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A PROGRAM OF DONORSTRUST THAT
ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING TO BETTER
UNDERSTAND THE ROLE OF VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL
COOPERATION AND DISTRIBUTION OF PRIVATE AND PUBLIC GOODS.
DESCRIPTION OF PROGRAM SERVICE C - CENTER FOR COLLEGE AFFORDABILITY AND
PRODUCTIVITY (CCAP)
THE CENTER FOR COLLEGE AF F ORDABILITY AND PRODUCTIVITY IS A PROGRAM DESIGNED TO
RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATION, IN PARTICULAR, ISSUES OF
PRODUCTIVITY, EFFICIENCY, ACCOUNTABILITY, AND TRANSPARENCY.
CITIZENAUDIT.ORG PAGE #26
Additional Information For Tax Return
Donors Trust, Inc. 52-2166327
maomle/chomimem-L
DESCRIPTION OF PROGRAM SERVICE D - PROJECT OF PERCEPTIONS OF AMERICANS ABROAD
(PPAA)
THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD IS A RESEARCH PROJECT WHICH AIMS
TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS EXPRESSED
AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN INTERVIEWS
SPECIALLY CONDUCTED FOR THIS PROJECT.
DESCRIPTION OF PROGRAM SERVICE E. 1. THE PROJECT ON FAIR REPRESENTATION (PFR)
THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE IN LAW AND PUBLIC
POLICY THROUGH A COMBINATION OF RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN
THE FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED: VOTING,
EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT.
$60,375
E.2. - The Hollywood Project (HPP).
The Hollywood Project aimed to advance liberty and virtue, in America and globally, by touching creative
professionals at the fulcrum of world visual media: Hollywood.
$44,518
E.3 - Government Growth
Three major trends have the potential of dramatically affecting economic, political, and social outcomes over the
next 50 years: retirement of the baby boom generation, the cost increase for medical services, and the tendency
for per-capita in government spending to exceed output per capita. To provide greater understanding of
these forces at work, the Government and Growth project took a new look at how government actions affect the
economy and examined spending, taxation, and regulation within a framework of dynamic cost benet analysis.
A set of empirically-based analytical tools was developed to measure the true costs of government Spending,
taxation, and regulation and the consequent effects on economic growth.
$123,500
CITIZENAUDIT.ORG PAGE #27
Additional Information For Tax Return
Donors Trust, Inc.
@290ri11622a-1
52-2166327
CITIZENAUDIT.ORG PAGE #28
Donors Trust, Inc.
Form 990 - 2007 Grants
Part II - Line 22a, Col (A) (B)
EIN: 52-2166327
Grantee Address Amount
Acton Institute 161 Ottawa NW, 301 Grand Rapids MI 49503 22,450.00
Atrica Fighting Malaria Int., Inc. 1050 17th Street, NW, Suite 520 Washington DC 20036 25,000.00
Air Force Assomation 1501 Lee Highway Arlington VA 22209 100.00
All Saints Episcopal Church 3 Chevy Chase Circle Chevy Chase MD 20815 200 00
Alliance Defense Fund 15333 North Pima Road, Suite 165 Scottsdale AZ 85260 250 00
Alliance for School Choice 1660 L Street N.W., Swte 1000 Washington DC 20036 1,000 00
Alliance for the Separation of School State, Inc. 1071 North Fulton Ave. Fresno CA 93728 500.00
A A of the Sovereign Military Order of Malta 1011 First Avenue, Room 1350 New York NY 1002 2,619.00
American Border Patrol 2160 East Fry Blvd., #426 Sierra Vista AZ 856352794 5,000.00
American Civil Rights Institute 188350 Sacramento CA 95818 1,250.00
American Council of Trustees and Alumni 1726 M Street NW, 802 Washington DC 20036 20,100.00
American Enterprise Institute 1150 Seventeenth Street, NW Washington DC 20036 10,500.00
American Friends of IEA 2000 North 14th Street, Ste. 550 Arlington VA 22201 60,000 00
American Friends of the Hebrew University 1 Battery Park Plaza, Floor 25 New York NY 10004-1405 3,000.00
American Friends of the Institut Montaigne 3105 Woodley Road, NW Washington DC 20008 10,000.00
American Red Cross PO Box 37243 Washington DC 20013 1,000 00
Amer for Limited Government Research 990 Main Street, Snite 303 Fairfax VA 22031 1,000 00
Americans for Prosperity Foundation 1726 M Street, NW 10th Floor Washington DC 20036 10,000.00
Americans for Tax Reform Foundation 1920 L Street NW, Suite 200 Washington DC 20036 5,000.00
Animal Humane Society 845 Meadow Lane N Minneapolis MN 55422 500.00
Annual Catholic Appeal 640 N. LaSalle Street, 390 Chicago IL 60610-4356 500.00
Archdiocese of Chicago 155 East Superior Street Chicago IL 6061 1 10,000.00
A5ia Society 725 Park Avenue New York NY 10021 2,500.00
Assocrated SerVices for the Blind, Inc. 919 Walnut Street Philadelphia PA 19107 500.00
Association of American Educators Foundation 1645 Prince Street Alexandria VA 22314 2,000.00
Atlas Economic Research Foundation 2000 N. 14th Street, 550 Arlington VA 22201 37,500.00
Bethesda Chevy Chase Rescue Squad 5020 Battery Lane Bethesda MD 20814-2699 100.00
Bible Literacy Project 122 W. 14th Street, PMB 332 Front Royal VA 22630 3,000.00
Bill of Rights Institute 200 N. Glebe Road, Suite 200 Arlington VA 22203 10,250 00
Beise State University 1910 Univer5ity Avenue BOise ID 83725-1935 15,000.00
BC - for Study of Constitutional Democracy 140 Commonwealth Avenue Chestnut Hill MA 02467 100,000.00
Bowdoin College 4101 College Station ME 040118432 500 00
Boy Scouts of America 1325 W. Walnut Hill Lane IrVIng TX 75015-2079 850.00
Braille Institute of America 741 N Vermont Avenue Los Angeles CA 90029 250.00
Breakthrough, Inc. PO Box 121 Lincoln VA 20160-0121 100 00
Brown UniverSity - Political Theory Proiect 36 Prospect Street, Box 1844 Prowdence RI 02912 50,000 00
California Academy of Seience 875 Howard Street San FranCIsco CA 94103 12,000 00
California Public Policy Foundation PO Box 931 Camarillo CA 93011 1,250 00
Campus Crusade for Christ 100 Lake Hart Drive, Dept.2400 Orlando FL 32832 2,200.00
Capital Research Center 1513 16th Street, NW Washington DC 20036-1480 4,000 00
Caring For Cats 2141 DiVi5ion Street North St. Paul MN 55109 500 00
Catholic Foundation of Santa Clara County 1150 N First Street, Ste. 217 San Jose CA 95112 2,000.00
Catholic Secondary Schools of Grand Rapids PO Box 327 Grand Rapids MI 49501-0327 1,000 00
Cato Institute 1000 Massachusetts Avenue, NW Washington DC 20001-5403 40,500.00
Center for Competitive Politics 124 South West Street, #201 Alexandria VA 2314 1,000.00
Center for Education Reform 910 17th Street, NW, #1120 Washington DC 20006 1,000 00
Center for Independent Employees PO Box 2421 Spartanburg SC 29304 9,900.00
Center for Security Policy 1250 24th Street, Su1te350 Washington DC 20037 1,000.00
Center for the Study of Popular Culture 4401 Wilshire Blvd., 4th FL Los Angeles CA 90010 1,000.00
Center for Union Facts PO Box 34507 Washington DC 20043 26,000 00
Character Education Partnership, Inc. 1025 Connecticut Ave., Swte 1011 Washington DC 20036 1,000 00
Charitable Horizons Foundation 2009 14th Street N, Ste 410 Arlington VA 22201 138,000.00
Christian Freedom International PO Box 535 Front Royal VA 22630 35,000.00
Christian Medical Foundation, International PO Box 152136 Tampa Fl 33684 100.00
CITIZENAUDIT.ORG PAGE #29
Donors Trust, Inc.
Church of St. Ursula
Citizens Against Government Waste
Citizens Councn on Health Care
Citizens United for Research in Epilepsy (CURE)
Claremont Graduate Universny
Claremont Institute
Coast Guard Foundation
Commentary, Inc
Compass Film Academy
Competitive Enterprise Institute
Concerned Women for America
Conners Cause for Children
Comell Laboratory of Ornithology
Cornerstone Schools of Washington DC
Cottonwood Gulch Foundation
Council for National Policy
Dallas Life, Inc
Daniel Murphy Scholarship Foundation
Dartmouth College, Trustees of
Daughters of Charity Foundation (New Orleans)
DaVid HorOWitz Freedom Center
DaVidson College, Trustees of
Discovery Institute
Diversity Alliance for a Sustainable America
Donors Capital Fund
Dream Weavers .
Emory UniverSity
Epworth United Methodist Church
Escondido Humane Society
Escuela Nueva International, Inc.
Evans Scholars Foundation
Family Life Ministries
Father Flanagan's Boys' Home
Federation for American Immigration Reform
Feline Rescue, Inc.
Fellowship Foundation, Inc.
Fellowship of Christian Athletes
Filipino Family Fund, Inc. US
FINCA International, Inc
First Presbyterian Church-Midland TX
Flint Hills Center for Public Policy
Florida Sheriffs Youth Ranches, Inc
FLOW
for Research on Econ the EnVIron
Focus on the Family
Foreign Policy Research Institute
Foundation for Cultural Review
Foundation for Economic Education
Foundation for Rational Economics Education
Foundation for Teaching Economics
Fourth Presbyterian School
Free Enterprise Education Institute, Inc.
Free Enterprise Institute
Freedom Alliance
Freedom Works Foundation
Friends of Animal Adoptions, Inc.
Form 990 - 2007 Grants
Part II - Line 22a, Col (A) (B)
214 East Lincoln Avenue
1301 Connecticut Avenue, NW, Swte 400
1954 UniverSIty Ave., Ste. 8
730 North Franklin Street, #404
150 East 10th Street
937 Foothill Boulevard. SUite E
394 Taugwonk Road
165 East 56th Street
560 5th Street, NW, 110
1001 Connecticut Ave, NW, Suite 1250
1015 15th Street, NW, 1100
204 N. El Camino Real
159 Sapsucker Woods Road
907 Maryland Avenue, NE
PO Box 3915
1411 K Street, NW, SUite 601
12959 Jupiter Road, Suite 260
228 South Wabash, Smte 600
6108 Silsby Hall
PO Box 970
4401 Wilshire Blvd., 4th FL
PO Box 7173
1511 Third Avenue, Swte 808
1904 Franklin Street, 517
PO Box 1305
470 N. Mollison Avenue
1599 Clifton Road NE 4th FL
PO Box 518
3540 East Valley Parkway
2916 Sacramento Street
1 Briar Road
PO Box 7111
14100 Crawford Street
1666 Connecticut Avenue, NW
593 FairView Avenue N
PO Box
PO Box 2196
1745 Ave., NW Ste. 230
PO Box 98048
800 W Texas Avenue
250 N.Water, Ste. 216
PO Box 2000
1510 Falcon Ledge Drive
662 Ferguson Road
8605 Explorer Drive
1528 Walnut Street, Sune 610
900 Broadway, Swte 602
30 South Broadway
PO Box 1776
260 Russell Boulevard
10701 South Glen Road
12309 Briarbush Lane
555 12th Street, NW, Swte 770
22570 Markey Court, Suite 240
601 Ave NW, N8, #700
809 East 7th Street
Mount Vernon NY
Washington DC
St. Paul MN
Chicago IL
Claremont CA
Claremont CA
Stonington ct
New York NY
Grand Rapids MI
Washington DC
Washington DC
Encinitas CA
Ithaca NY
Washington DC
Albuquerque NM
Washington DC
Dallas TX
Chicago IL
Hanover NH
Harvey LA
Los Angeles CA
Davidson NC
Seattle WA
Oakland CA
Alexandria VA
El Cajon GA
Atlanta GA
Chickasha OK
Escondido CA
San Francisco CA
Golf IL
Little Rock AR
Boys Town NE
Washington DC
St. Paul MN
Washington DC
Vista CA
Washington DC
Washington DC
Midland TX
Wichita KS
Boys Ranch FL
Austin TX
Bozeman MT
Colorado Springs CO
Philadelphia PA
New York NY
NY
Lake Jackson TX
CA
Potomac MD
Potomac MD
Washington DC
Dulles VA
Washington DC
St. Paul MN
EIN: 52-2166327
10550
20036
55104
60610
91711
91711
06378-9982
10022
49504
20036
20005
92024
14850-1999
20002
87190
20005
75238
60604
03755
70059
90010-3703
28035-7173
98101
94612
22313
92021
30322
73023
92027
94115
60029
72223
68010
20009
55104-1708
20026-3813
92085-2196
20006
20090
79701
67202
32064
78746-6104
59718
80920
19102
10003
1 0533-2529
77566
95616-3839
20854
20854
20004
20166-6919
20004
55106
3,000.00
100.00
500.00
4,000 00
6,000 00
5,350 00
100 00
11,000 00
100 00
105,250.00
100 00
5,000.00
1,000.00
5,000.00
250.00
1,000.00
10,000 00
250 00
50,000 00
5,000.00
5,500.00
5,000.00
49,500.00
11,755 30
573,906 05
10,000 00
25,000.00
10,000.00
140.00
55,000 00
5,000 00
5,200 00
100.00
250 00
500 00
50,000 00
2,500 00
100.00
1,000.00
10,000.00
4,500 00
1,000 00
5,000.00
100.00
25,200 00
15,000 00
14,000.00
2,200 00
250 00
5,000 00
35,000 00
50,000 00
1,500.00
1,000 00
1,000.00
500.00
CITIZENAUDIT.ORG PAGE #30
Donors Trust, Inc.
Friends of the Border Patrol
Fully Informed Jury Assomation
Fund for American Studies
Future of Freedom Foundation
Galliot Center-Camegie Mellon Univ
Gateways Beyond
GMU Foundation (Law Econ Center)
Goldwater Institute
Good News Communications
Graduate Center Foundation, Inc. (CUNY)
Grassroot Institute of Hawaii
Greater New Orleans Foundation
Greater New Orleans Youth Orchestra
Gun Owners Foundation
Habitat for Humanity - New Orleans Area
Hanover Institute
Haycock Elementary School PTA
Heartland Institute
Heritage Foundation
HI SOCiety oi the Sons of the American Revolution
Highland Park Presbyterian Church
Hillsdale College
Himalayan Healthcare, Inc.
Holy Name Cathedral
Hoover Institution-Stanford University
Hope Fellowship
Horizon Christian Fellowship
Horizon Christian Fellowship Park Chapel
Hudson Institute
Human Rights Foundation
Illin0is Policy Institute
Immigration Reform Law Institute
In Touch Ministries
Institute for Energy Research
Institute for Global Engagement
Institute for Health Freedom
Institute for Humane Studies
Institute for Justice
Institute for Policy Innovation
Institute for Youth Development
Institute of Christ the King Sovereign Priest
Institute of World Politics
Institute on Religion Democracy
Intercollegiate Studies Institute
Inteitaith Cont of Metropolitan Washington DC
International Justice MiSSion
International Policy Network US, Inc.
International SOCiety for Indiwdual Liberty
Intrepid Fallen Heros Fund
Irish Rover, Inc
Jacob A. Riis Neighborhood Settlement
James Madison Institute for Public Policy
Jazzmobile, Inc.
Jews For Jesus
Judicial Watch
Form 990 - 2007 Grants
Part II - Line 22a, Col (A) (8)
PO Box 2685
PO Box 5570
1706 New Hampshire Ave NW, Ste. 400
11350 Random Hills Road, SUite 800
5000 Forbes Avenue
PO Box 155101
3301 North Fairfax Drive, MS 1G3
500 E. Coronado Road
2510-G Las Posas Road, #502
365 Fifth Avenue, Room 9113
1314 S. King Street, #1163
1055 St Charles Avenue, #100
938 LaFayette Street, 206
8001 Forbes Place, Suite 102
PO Box 15052
1653 Marton Road
6616 Haycock Road
19 South LaSalle Street, 903
214 Massachusetts Avenue, NE
745 Fort Street, Swte 311
3821 UniverSIty Blvd.
33 East College
PO Box 737, Planetarium Station
730 North Wabash Avenue
434 Galev Mall
2415 12th Avenue South
10625 Scripts Ranch Blvd. Ste. F
590 Fir Street
1015 15th Street, NW, Sixth Floor
600
350 5th Avenue, Suite 809
190 South St Ste. 2130
1666 Connecticut Avenue, NW, #402
PO Box 7900
6219 Olympia
PO Box 14477
1875 Street, NW, Ste. 500
3301 North Fairfax Drive, 440
901 N. Glebe Road, 900
1660 S. Stemmons Freeway, 475
1329 Shepard Drive
6415 Woodlawn Avenue
1521 16th Street, NW
1023 15th Street, NW Ste. 601
3901 Road, PO Box 4431
1426 9th Street, NW
PO Box 58147
214 Massachusetts Avenue, NE
836-B Southampton Road, #299
One Intrepid Square
PO Box 46
10-25 41st Avenue
PO Box 37460
154 W 127th Street
60 Haight Street
501 School Street, SW. 725
Covma
Helena
Washington
Fairfax
Pittsburgh
Fort Worth
Arlington
Phoenix
CamarilIo
New York
Honolulu
New Orleans
New Orleans
Springfield
New Orleans
Windsor
Falls Church
Chicago
Washington
Honolulu
Dallas
Hillsdale
New York
Chicago
Stanford
Nashville
San Diego
San Diego
Washington
New York
Chicago
Washington
Atlanta
Houston
Washington
Washington
Arlington
Arlington
Sterling
Chicago
Washington
Washington
Wilmington
Washington
Washington
Washington
Benicia
New York
Notre Dame
Long Island City
Tallahassee
New York
San Francisco
Washington
EIN: 52-2166327
91 722
59604-5570
20009
22030
1 521 3-3890
761 55
22201 -8028
85004
9301 0
1 001 6-4309
96814
70130
701 1 3
221 51
701 75
05089-9595
22043
60603-41 1 1
20002-4999
9681 3-3803
75205-1 781
49242
1 0024
6061 1
94305-601 0
3721 2
92131
921 01
20005
10118
60603
20009
30357
77057-9527
20044
20006
22201-4432
22203
75067
20164
60637
20036
20005
19087-1938
2001-3330
20037-8147
20002
94510-
10036
46556
11101
32315-7460
10027-3722
94102-5895
20024
1,000.00
1,000.00
8,750.00
1,350.00
1,000 00
1,000 00
18,000 00
200.00
10,000.00
5,000.00
100.00
10,000 00
3,500.00
250 00
12,000.00
149,250.00
500 00
500 00
28,250 00
10,000.00
35,000 00
1,500 00
4,000.00
1,000 00
1,000 00
350.00
100,000.00
10,000 00
10,000 00
100.00
5,000.00
125,000.00
200.00
65,000.00
75,000.00
500.00
10,550.00
16,600.00
1,000.00
10,000.00
6,500.00
3,000.00
420,000.00
2,000.00
100.00
250.00
15,000.00
250.00
5,000.00
2,500.00
2,500.00
6,000.00
5,000.00
200.00
10,000.00
CITIZENAUDIT.ORG PAGE #31
Donors Trust, Inc.
LakeSIde School
Landmark Legal Foundation
Last Hope, Inc.
Leadership Institute
Liberty Foundation
Life Perspectives
Liturgical Institute (Archdiocese of Chicago)
Lowcountry Open Land Trust
Ludwig Von Mises Institute
Luv-Em-Up Ministries
Mackinac Center for Public Policy
Manhattan Institute for Policy Research
Marijuana Policy Project Foundation
Form 990 - 2007 Grants
Part II - Line 22a, Col (A) (B)
14050 1st Ave., NE
19415 Deerfield Ave., SUite 312
PO Box 114
1101 North Highland Street
PO Box 1181
PO Box 600533
1000 East Maple Avenue
485 East Bay Street
518 West Magnolia Avenue
12107 Wintergreens Drive, 2
140 West Main Street, PO Box 568
52 Vanderbilt Avenue
Capitol Hill, PO Box 77492
Massachusetts General Hospital - AIDS Research Ce University Park, 65 Landsdowne St, Rm 419
Maxwell United Methodist Church
Media Research Center
Memorial Sloan-Kettering Cancer Center
Mercatus Center, GMU
Mercy Street, Inc.
Middle East Forum
Milton and Rose D Friedman Foundation
Minneapolis College of Art and Design
Moms In Touch lntemational, Inc.
Mountain States Legal Foundation
Movmg Picture Institute
Mt. Vernon Campus GWU - Elizabeth Somers
Mt. Vernon Ladies Assomation of the Union
MUSIC For Life Institute
National Arbor Day Foundation
National Assomation of Scholars
National Center for Policy AnalySIs
National Committee on American Foreign Policy
National Dance Institute
National Immigration Forum
National Legal Policy Center
National Motorists Association Foundation, Inc.
National Review Institute
National Right to Work Legal Def Edu. Fdn.
National Taxpayers Union Foundation
National Trust for the Humanities
Nature Conservancy-CT Chapter
Naval Institute Foundation, Inc.
New Atlantic Initiative
New Life Ministries
New Orleans Jazz Orchestra, Inc.
New Orleans Neighborhood Development
New Schools of New Orleans, Inc
New Song Church of North County
New York City Police Foundation
New York Historical Society
New York UniverSIty
NumbersUSA
Network
Pacific Legal Foundation
Palmer R Chitester Fund
Parents TeleVision Counc
501 2nd Street
325 S. Patrick Street
1275 York Avenue
3301 North Fairfax Drive, Sune 450
3801 Holystone
1500 Walnut Street, Ste. 1050
One American Square. Sum 1750. Box 82078
2501 Stevens Ave. S
13939 Poway Road
2596 South Lewis Way
375 Greenwich Street
GWU - 2100 Foxhall Road
PO Box 110
PO Box 29690
100 Arbor Avenue
221 Witherspoon Street. Second Floor
12770 Can Road, 800
320 Park Avenue, 8th FL
594 Broadway, Room 805
50 F Street, NW. #300
107 Park Washington Court
402 West 2nd Street
215 Lexington Avenue
8001 Braddock Road, Ste. 500
108 North Alfred Street
NEH, 1100 PA Ave.. NW, Ste 503
PO Box 1162
291 Wood Road
3105 Woodley Road, NW
PO Box 1018
PO Box 15468
3801 Canal Street, Suite 329
3034 Ursulines Avenue
3985 Avenue
345 Park Avenue
170 Central Park West
726 Broadway, 2nd FL
1601 North Kent Street, Suite 1100
9643 Kalamere Court
3900 Lennane Drive, 200
2002 Filmore Avenue, Swte 1
707 Wilshire . Suite 2075
Seattle
Leesburg
Arlington
Port Townsend
San Diego
Mundelein
Charleston
Auburn
LakeSIde
Midland
New York
Washington
Cambridge
Maxwell
Alexandria
New York
Arlington
Dallas
Philadelphia
Indianapolis
Minneapolis
Poway
Lakewood
New York
Washington
Mount Vernon
Bellingham
Nebraska City
Princeton
Dallas
New York
New York
Washington
Falls Church
Waunakee
New York
Springfield
Alexandria
Washington
Weston
Annapolis
Washington
Laguna Beach
New Orleans
New Orleans
New Orleans
Ocenaside
New York
New York
New York
Arlington
Highlands Ranch
Sacramento
Erie
Los Angeles
EIN: 52-2166327
98125
20176
55024
22201
98368
92160
60060
29403
36832-4528
92040
48640-0568
10017
20013
02139
50161
22314
10021
22201-4433
75212
19102
46282-0004
55404
92064
80227
10013
20007
22121
98228-1690
68410
05842-3215
75251-1339
10022
10012
20001
22046
53597
10016
22151-2125
22314~3032
20506
06883
21402
20008
92652-1018
70115
70119
70119
92054
10021
10024
10003
22209
80126
95834
16506-6913
90017
250 00
100.00
750.00
1 13,418.00
250.00
50,000.00
10,000.00
100.00
5,000.00
6,000.00
500.00
29,500 00
500 00
10,000.00
1 ,000.00
2,700.00
1,000 00
9,500 00
5,000.00
6,000.00
5,000 00
250.00
2,740.00
5,250 00
5,100.00
6,000.00
5,000.00
5,000.00
250.00
500.00
5,650.00
1,000 00
10,000.00
1,000 00
5,000.00
250.00
1,000.00
1,000.00
503,250 00
10,000.00
5,000.00
100.00
103,000 00
1,100.00
7,000.00
10,000.00
4,000.00
50,000.00
100.00
20,000.00
100,000 00
196,750.00
5,000.00
250.00
500.00
1 ,000.00
CITIZENAUDIT.ORG PAGE #32
Donors Trust, Inc.
Partnership for the Homeless
PERC
Pet Haven, Inc of MN
Peterborough Players, Inc
Philadelphia Society
Philanthropy Roundtable
Rady Children's Hospital
Rainbow Animal Rescue
Reason Foundation
Rockefeller University
Rockville Pregnancy Center Medical Clinic
Ronald McDonald House of Dallas, Inc.
Salvation Army-Dallas
Salvation Anny-RoseVIlle, MN
Samaritan's Purse
School Performance, lnc.
2nd Harvest Food Bank of Greater New Orleans
SemperComm Foundation
St Andrews Episcopal School
St. Anthony Hall
St. Elizabeth School
St. Martin de Porres House of Hope
St. Patrick's Catholic Church
St Patrick's School
St. Philip Neri House
St Thomas the Apostle Catholic Church
State Policy Network
Sutherland Institute
Tax Foundation
Taxpayers League Foundation
Tennessee Center for Policy Research
Texas Public Policy Foundation
The Bakken
The Hackley School
TocqueVIlle Forum - Roots of AD. at GU
Training Center EpheSIans 4 11 16
Trinitas Classmal School
UCLA Foundation
UNLV Foundation
Union Gospel Missmn
Unity of Greater New Orleans
UniverSity at Buffalo Foundation (SUNY)
Univ of Colorado - Center for Western CiVilization
UniverSIty of Dayton/Gallagher
University of Houston
University of Maine
University of Texas - Austin
University of the Nations
UniverSIty of Virginia Foundation
Univ of Virginia Foundation - WW Dept of Politics
US English Foundation
USO
Values Through Media
Visions of a Better World Foundation
Waterstone
WGTS FM 91.9
Form 990 - 2007 Grants
Part II - Line 22a, Col (A) (B)
305 7th Avenue
2048 Analy5is Drive, Suite A
PO Box 19105
PO Box 118
11620 Rutan Circle
1150 17th Street, NW, Suite 503
3020 Children's Way, MC 5005
PO Box 433
3415 South Sepulveda Boulevard, Ste. 400
1230 York Avenue
12730 Parkway, #200
5641 Medical Center Drive
PO Box 970219
PO Box 131240
PO Box 3000
915 Broadway, Ste. 110
1201 Sams Avenue
6225 Brandon Avenue, Ste 400
8804 Post Oak Road
PO Box 876
4052 S. Walbash Avenue
6423 S. Woodlawn
308 Locust Street
475 Old Post Road
219 Woodward Avenue
1449 Wilcox Park Drive, SE
6255 Arlington Blvd.
15 W. South Temple Street, Suite 1600
2001 L Street, NW, Suite 1050
PO Box 120444
PO Box 121331
900 Congress Avenue, Smte 400
3537 Zeneth Ave South
293 Benedict Avenue
675 Intercultural Center, 37th and O St.
525 Grand Avenue
262 Leonard Street, NW, Ste. 2
3250 Public Policy Buding
Box 451006
3211 ering
2475 Canal Street
520 Park Hall (North Campus)
1800 Grant Street, 800
300 College Park
447 Hoffman Hall
5754 North Stevens Hall, Rm 229
1 Universny Station, C4100
75-5851 Kuakini Hwy., #256
Dept. of Politics; PO Box 400787
232 Cabell Hall, PO Box 400787
1747 Ave. NW, Suite 1050
2111 Wilson Blvd., 1200
PO Box 7065
83 Silver Hill Road
2925 Professmnal Place, Ste. 201
7600 Flower Avenue
New York
Bozeman
Minneapolis
Peterborough
Jerome
Washington
San Diego
Prior Lake
Los Angeles
New York
Dallas
Dallas
Roseville
Boone
Albany
New Orleans
Springfield
Potomac
Ithaca
Chicago
Chicago
Wapella
Bedford
Kalamazoo
Grand Rapids
Richmond
Salt Lake City
Washington
St Paul
Nashville
Austin
Minneapolis
Tarrytown
Washington
Spring Valley
Grand Rapids
Los Angeles
Las Vegas
Dallas
New Orleans
Buffalo
Denver
Dayton
Houston
Orono
Austin
Kailus-Kona
Charlotteswlle
Charlottesvnle
Washington
Arlington
Arlington
Sudbury
Colorado Springs
Takoma Park
MD
EIN: 52-2166327
1 0001
5971 8
5541 9
03458
49249-9530
20036
92123-4282
55372
90034-601 4
1 0021
20852-1 748
75235
75397-021 9
551 13
28607
1 2207
701 23
221 50-251 9
20854
14851
60653
60637
61 777
1 0506
49007
49506
94805
841 01 -1 532
20036
551 1 2
3721 2
78701
5541 6
1 0591
20057
91 977
49504
90095-1 656
75247
701 19
1 4260
80203
45469
77204-301 1
04469-5754
7871 2
96740-21 99
22904-4787
22904
20006
22201
22207
01 776
80904-81 36
2091 2
2,000.00
1 ,500.00
500.00
100 00
100.00
7,600 00
50,000.00
500.00
4,250.00
10,000.00
100 00
5,000 00
5,000.00
250.00
10,000.00
175,000.00
12,000.00
1 ,000.00
1 ,000.00
200.00
500.00
500.00
2,000.00
1 ,500.00
750 00
300 00
3,000 00
187,500.00
4,000 00
500.00
6,000.00
2,500.00
1 ,000.00
28,000.00
150,000.00
10,000.00
1 ,000.00
15,000.00
15,000 00
10,000 00
10,000.00
15,000.00
50,000 00
2,000.00
15,000 00
15,000.00
100,000 00
10,000 00
50,000 00
15,000.00
250 00
600 00
4,000.00
10,000 00
24,869 60
200.00
CITIZENAUDIT.ORG PAGE #33
- Donors Trust, Inc.
Wisconsm Policy Research Institute
Wounded Warnor Project, Inc.
Young America's Foundation
Form 990 - 2007 Grants
Part II - Line 22a, Col (A) (B)
PO Box 487 Thiensvulle
PO Box 758517 Topeka
11o Elden Street, Suite A Herndon
Total grants advlsed and approved from donor advlsed funds
EIN: 52-2166327
WI 53092 25,000 00
KS 66675-8517 2,000.00
VA 20170-4809 2,100.00
5,501,197 95
CITIZENAUDIT.ORG PAGE #34
Donors Trust, Inc.
Grantee
Acton Institute
American Enterprise Institute
Americans for Prosperity Foundation
Atlas Economic Research Foundation
Competitive Enterprise Institute
Fund for American Studies
Heritage Foundation
Institute for Justice
Manhattan Institute for Policy Research
Media Research Center
National Right to Work Legal Def. Edu. Fdn.
National Taxpayers Union Foundation
Philanthropy Roundtable
Reason in DC
State Policy Network
Form 990 - 2007 Grants
Part II - Line 22b, Col (A) (B)
Address
161 Ottawa NW, Suite 301
1150 Seventeenth Street, NW
1726 M Street, NW 10th Floor
2000 N. 14th Street, Suite 550
1001 Connecticut Ave. NW, Suite 1250
1706 New Hampshire Ave., NW. Ste 400
214 Massachusetts Avenue, NE
901 N. Glebe Road, Suite 900
52 Vanderbilt Avenue
325 S. Patrick Street
8001 Braddock Road. Ste. 500
108 North Alfred Street
1150 17th Street, NW, Suite 503
3415 S Sepulveda Ste 400
6255 Arlington Blvd.
Total grants
Grand Rapids
Washington
Washington
Arlington
Washington
Washington
Washington
Arlington
New York
Alexandria
Springfield
Alexandria
Washington
Los Angeles
Richmond
EIN: 52-2166327
49503
20036
20036
22201
20036
20009
20002-4999
22203
1 001 7
22314
221 51 -21 25
2231 4-3032
20036
90034
94805
Amount
5,000.00
5,000.00
500.00
5,000.00
5,000 00
5,000.00
5,000.00
5,000.00
5,000.00
5,000 00
2,500.00
1,000.00
5,950.00
2,500 00
3,000 00
m
|
| 2006/12 |
990-EO |
2007/08 |
|
Form Return of Organization Exempt From Income Tax 0MBN w'm
t
J Under section 501 (c 527, or 4947(a)(1) of the Internal Revenue Code
Departmem of the Treasury (except blac lung benefit trust or private foundation) Open to Rublic
Internal Revenue Sewice The organization may have to use a copy of this return to satisfy state reporting reqwrements 'nspedlon
A For the 2006 calendar year, or tax year beginning 2006, and ending
3 Check If appiubie C Name of organization D Employer Identication Number
Address change Donors Trust Inc. 522166327
Name change of. Number and street (0r P 0 box if mail is not delivered to street addr) Room/suite E Telephone number
Initial return 11 1 North Henry Street: (703) 53 5-3 563
Final return "tight:- c'tyr 0' country sme de T 4 F "g D Cash Accrual
Amended return Al exandr Other (specrfy)
Application pending 0 Section 501(c)(3) organizations and 4947 nonexempt N and' are not applicable to section 527 organizations
charitable trusts must attach a complete Schedule A H Is this a group return for affiliates? Yes No
(Form 990 or ego-E2) H If 'Yes, enter number of affiliates
G web sue: - donorStru-St org H Are all affiliates Included7 Yes D No
. . (If 'No. attach a list See instructions)
J 21199115132335" 501(c) 3 (Insert no) D 4947(a)(1) or Cl 527 H is this a separate return filed by an
K Check here> B if the organization is not a 509(a)(3) supporting organization and its '93'23"" de by a WW {1 Yes [it] No
gross receipts are normally not more than $25,000 A return is not reqwred, but If the Grog) Exemptlon Number N A
organization chooses to file a return, be sure to file a complete return M Check L, If the organizatlon Is not reqmred
L Gross receipts. Add lines 6b, 8b, 9b, and 10b to line attach Schedule B (Form 990. 990-EZ. or 990-PF)
rPartl l Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions.)
1 Contributions, gifts, grants, and Similar amounts received:
a Contributions to donor adVIsed funds 1a 4 617 584 .
b Direct public support (not included on line la) 1b 249 391 .
c Indirect public support (not included on line la) 1c
d Government contributions (grants) (not included on line la) 1d 7 7
81261111116215. 5 4,230,972. noncash s 636,003.) 1e 4,866,975.
2 Program sewice revenue including government fees and contracts (from Part VII, line 93) 2 501 883 .
3 Membership dues and assessments 3
g 4 Interest on savmgs and temporary cash investments DiVidends and interest from securities 5 71 746 .
63 Gross rents 6a
a b Less rental expenses . 6b
p c Net rental income or (loss) Subtract line 6b from line 6a 6c
7 Other investment income (describe 7
C5 83 Gross amount from sales of assets other (A) securmes (B) other
than inventory . 425 673. 83
3 b Less cost or other ba5is and sales expenses 407 013 . 8b
c Gain or (loss) (attach schedule) See L 8 Stmt: 18 660. 8c 7
a d Net gain or (loss). Combine line 8c, columns (A) and (B) . 8d 18, 660.
9 SpeCIal events and actIVIties (attach schedule) If any amount is from gaming, check here
a Gross revenue (not including s of contributions
reported on line lb) 93
b Less: direct expenses other than fundraismg expenses 9b 7_
c Net income or (loss) from speCIal events Subtract line 9b from line 9a 9c
10a Gross sales of inventory, less returns and allowances 103
b Less: cost of goods sold 10b
c Gross profit or (loss) from sales of inventory (attach schedule). Subtract line 10b from line 103 10c
11 Other revenue (from Part VII, line 103) 11 12 441 .
12 Total revenue. Add lines 1e8d, 9c, 10c, nd n 12 5 511 685.
E 13 Program servrces (from line 44, column Management and general (from line 44, column Fundraismg (from line 44, column N ln_Payments to affiliates (attach schedule) 16
E 17 Total expenses. Add lines 16 and 44, column (A) 17 3 505 750. d?
A 18 Excess or (defICit) for the year Subtract line 17 from line Net assets or fund balances at beginning of year (from line 73, column Other changes in net assets or fund balances (attach explanationNet assets or fund balances at end of year Combine lines 18BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. 01/18/07 Form 990 (2006) r6\
CITIZENAUDIT.ORG PAGE #2
Form 990 (2006) Donors Trust Inc. 52 2166327 Page 2
Part ll Statement Of Functional Ex enses All or anizations must com lete col required for section 501(c)(3) and (E) organizations grid section 4947(a)(1 nonexelmpt 3p3nal fgracrfhers.
Do not Include amounts reported on line A T (B) Program (C) Mana ement
6b, 8b, 9b, 10b, or 16 of Part! Ota serVices and gegeral (D) Fundralsmg
22a Grants paid from donor adwsed
funds (attach sch) 1
(cash 5 2,613,820. i
non-cash 0 .
If this amount includes
foreigngrants, check here [3 22a 2,613,820. 2,613,820.
22b Other grants and allocations (att sch)
(cash 81 475 .
non-cash 1
If this amount includes I
foreign grants, check here 22b SpeCIfic a55istance to indiwduals E
(attach scheduleBenefits paid to or for members
(attach schedule253 Compensation of current officers,
directors, key employees, etc listed In
PartV-A (attach sch) SeeL-ZSaStmt 25a 132,468. 71,135. 10,995. 50,338.
b Compensation of former officers,
directors, key employees, etc listed In
Part V-B (attach schCompensation and other distributions, not
included above, to disqualified persons (as
defined under section 4958(f)(1)) and persons
described in section 4958(c)(3)(B)
(attach scheduleSalaries and wages of employees not
included on lines 25a, b, andc 26 137,629. 73,907. 11,423. 52,299.
27 Pen5ion plan contributions not
included on lines 25a, b, andc 27 12,103. 6,499. 1,005. 4,599.
28 Employee benefits not included on
line525a-27 . 28 6,944. 3,729. 576. 2,639.
29 Payroll taxes 29 18,630. 10,004. 1,546. 7,080.
30 Professmnal fundraismg fees Accountingfees 31 39,019. 34,978. 2,766. 1,275.
32 Legalfees 32 43,556. 43,380. 30. 146.
33 Supplies 33 8,837. 4,745. 733. 3,359.
34 Telephone 34 6,752. 4,068. 463. 2,221.
35 Postageandshipping 35 5,323. 3,479. 318. 1,526.
36 Occupancy 36 29,265. 15,391. 2,392. 11,482.
37 Equipment rental and maintenance Printing and publications 38 18,178. 11,057. 1,228. 5,893.
39 Travel 39 57,116. 45,161. 0. 11,955.
40 Conferences, conventions, and meetings 40
41 Interest 41
42 DepreCIation, depletion, etc (attach scheduleOther expenses not covered above (itemize):
433 51,519. 119. 0. 51,400.
b_DEe_s_c_C_01_t_Ql_in_c_e 43b 4,960. 3,244. 296. 1,420.
c_Ui_l_ii_e_s 43c 501. 259. 42. 200.
43d 2,485. 2,217. 222. 46.
e_Igu_r.rlc_e 43e 435. 225. 36. 174.
43f 225,067. 207,260. 1,001. 16,806.
g 439
44 Add ||intes 22a|
rou r niza ions com e in co umns
44 3,505,750. 3,237,702. 36,472. 231,576.
Joint Costs. Check if you are followmg SOP 98-2
Are any iomt costs from a combined educational campaign and fundraismg soIiCItation reported in (B) Program sewices? D Yes No
If 'Yes, enter the aggregate amount of these iomt costs
the amount allocated to Management and general
to Fundraismg
BAA
TEEA0102 01/3/07
(ii) the amount allocated to Program serVices
and (iv) the amount allocated
Form 990 (2006)
CITIZENAUDIT.ORG PAGE #3
Form990 (2006) Dc'mors Trust, Inc.
1 Part IStatement of Program Service Accomplishments
52-2166327
Page 3
Form 990 IS avallable for public inspection and, for some people, serves as the primary or sole source of information about a particular
organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore,
please make sure the return IS complete and accurate and fully describes, in Part the organization's programs and
What IS the organization's primary exempt purpose? _Sa_tt_e1_nn_t_L
All organizations must describe their exempt purpose achievements in a clear and whose manner. State the number of
clients served, publications issued, etc Discuss achievements that are not measurable. (Section 501(c)(3) and (4) organ-
izations and 4947(a)(l) nonexempt charitable trusts must also enter the amount of grants and allocations to others
agsse steaming _A_t_tc_h_eg JPAE: _P99_rm_)
Program Semce Expenses
(Retiuired tor 501(c)(3) and
S organizations and
trusts. but
optiona or others
Edam; a'L39: _Sa_tt_er_nn_t_l PEQQIEIE)
(Giants EiiScEtBrT; s o ."fiitnTsaiTichTi TI 1 09 2 63 .
c_S_ee _Set_e1.nn_t_, _A_t.tc_h Esoszen
Era-rig and EiiEcEtEns' s 6.3756535101th 92, 584.
(11599. _Set_eznn_t_l _P3t_tc_hc_1 2209:6319
Itsrah; SiiBJaiBrTs "Other program serVIces See Statement, Attached
(Grants and allocations 0 . If this amount includes foreign grants, check here H 110 748 .
t Total of Program Service Expenses (should equal line 44, column (8), Program serVices) 3 241 794 .
BAA Form 990 (2006)
01/18/07
CITIZENAUDIT.ORG PAGE #4
4, Form 990 (2006) Donors Trust, Inc. 522166327 Page4
[Part IV I Balance Sheets (See the instructions.)
Note: Where reqwred, attached schedules and amounts Within the description (A) (B)
column should be for end-of-year amounts only. Beginning of year End of year
45 Cash non-Interest-bearing . 45
46 Savmgs and temporary cash investments 47a Accounts receivable 47a 85 080 . M
b Less allowance for doubtful accounts 47b 483 Pledges receivable 48a
b Less: allowance for doubtful accounts 48b 48c
49 Grants receivable 49
50 a Receivables from current and former officers, directors, trustees, and key
employees (attach schedule) soa
b Receivables from other disqualified persons (as defined under section 4958(f)(l))
A and persons described in section 4958(c)(3)(B) (attach schedule) 50b
2 51 3 Other notes and loans receivable
e (attach schedule) 51 a n
s b Less allowance for doubtful accounts 51 b 51 c
52 Inventories for sale or use 52
53 Prepaid expenses and deferred charges 470 . 53 6 4 50 .
54a Investments publicly-traded securities L54a Strut> Cost FMV 948 Investments other securities (attach sch) Cost I FMV 546
55a Investments land, buildings, equipment 55a 28 974 .
b Less. accumulated depreCIation L.
(attach schedule) L55 Stmt; 55b 16,844. 5,698. 55c 12,130.
56 Investments other (attach schedule) 56
57a Land, bUIldings, and equment: ba5is 57a
b Less accumulated depreCIation
(attach schedule) 57b 57c
58 Other assets, including program-related investments
(describe _D20_s_it;s 1,934. 58 1,875.
59 Total assets (must equal line 74) Add lines 45 through Accounts payable and accrued expenses Grants payable 61
L 62 Deferred revenue 62
a 63 Loans from officers, directors, trustees, and key
employees (attach schedule) 63
64a Tax-exempt bond liabilities (attach schedule) 54;
b Mortgages and other notes payable (attach schedule) 64b
S 65 Other liabilities (describe 65
66 Total liabilities. Add lines 60 through Organizations that follow SFAS 117, check here and complete lines 67
5. through 69 and lines 73 and 74
A 67 Unrestricted 2,566,443. 67 4,610,950.
g 68 Temporarily restricted 68
I 69 Permanently restricted 69
3 Organizations that do not follow SFAS 117, check here and complete lines
70 through 74
E 70 Capital stock, trust prinCIpaI, or current funds 70
g 71 Paid-in or capital surplus, or land, budding, and eqUIpment fund 71
f 72 Retained earnings, endowment, accumulated income, or other funds 72
Q 73 Total net assets or fund balances. Add lines 67 through 69 or lines 70 through
E 72 (Column (A) must equal line 19 and column (B) must equal line 21Total liabilities and net assets/fund balances. Add lines BAA Form 990 (2006)
TEEA0104 01/18/07
CITIZENAUDIT.ORG PAGE #5
Form 990 (2006) Donors Trust, Inc. 522166327 Pages
|Part IReconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the
instructions.)
a Total revenue, gains. and other support per audited finanCIal statements Amounts included on line a but not on Part I, line 12:
1Net unrealized gains on investments b1 38 572 .
ZDonated sewices and use of faculties b2
3Recoveries of prior year grants . b3
40ther (speCIfy)'
b4
Add lines b1 through b4 b 38 572 .
c Subtract line b from line a c 5 511,685.
d Amounts included on Part I, line 12, but not on line a:
1 Investment expenses not Included on Part I, line 6b d1
20ther (speCIfy):
d2
Add lines d1 and d2 d
e Total revenue (Part I, line 12). Add lines |Part IV-B l Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
a Total expenses and losses per audited finanCIaI statements a 3 505 7 50
b Amounts included on line a but not on Part I, line 17:
lDonated sewices and use of facilities b1
2Prior year adjustments reported on Part I, line 20 b2
3Losses reported on Part I, line 20 b3
40ther (speCIfy):
b4
Add lines b1 through b4 b
c Subtract line b from line Amounts included on Part I, line 17, but not on line a:
1 Investment expenses not included on Part I, line 6b d1
20ther (speCIfy)
d2
Add lines d1 and d2 d
e Total expenses (Part I, line 17). Add lines Part Current Ofcers, Directors, Trustees, and Key Employees (List each person who was an off
or key employee at any time during the year even if they were not compensated.) (See the instructions
icer, director, trustee,
(B) Title and average hours (C) Compensation (D) Contributions to (E) Expense
(Nameandaddress pe'le::sived Lsr'fSif 5322133232321 021212224?
compensation plans
Elbilex a_l_l
.019 99905.5 _T_r;1t_
Sec'y Treas. 40+ 115,650. 16,818. 0.
_K_irb_e1x 9_D_e1r_1i_s
_Cl 9 _T_rllt_
President 0 0. O. 0.
James- Ei_e_r 28.011
51 e Pgeo_r _T_r;1t_
Di rector yeeh_a1i_e_l_ _M9f_a_t
_Cl 9 P9111._r _T_r1t_
Director PeeLe; _Sea_r_le
_Cl 0.
VicePresident_See_Lt_of_0_ffEe_rSr E_tc_- ta_temsr1t
01/18/07
Form 990 (2006)
CITIZENAUDIT.ORG PAGE #6
Form 990 (2006) Dorfors Trust . 52 -2 166327 Page 6
Wart Current Ofcers, Directors, Trustees, and Key Employees (continued) Yes No
753 Enter the total number of officers, directors, and trustees permitted to vote on organization busmess as board meetings _6
b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees
listed In Schedule A, Part I, or highest compensated professmnal and other Independent contractors listed in Schedule L l
A, Part II-A or II-B, related to each other through family or busmess relationships? If 'Yes, attach a statement that we 7
identifies the indIViduals and explains the relationship(s) 75b x I
c Do any officers, directors, trustees, or key employees listed in form 990, Part V-A, or highest compensated employees 1
1 listed in Schedule A, Part I, or highest compensated profes5iona| and other independent contractors listed in Schedule I
A, Part ll-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related
to the organization? See the instructions for the definition of 'related organization . . 75c X I
If 'Yes, attach a statement that includes the information described in the instructionsDoes the organization have a written conflict of interest policy? 75d X I
lPart V-B [Former Ofcers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benets (If an former officer, director, trustee, or key employee received compensation or other benefits (described below)
during the year, ist that person below and enter the amount of compensation or other benefits in the appropriate column. See
1 the instructions.)
(3) L d (C)(Cfompensgtion (D) Cclintribultionsf to (E) Expense
oans account and other
(A) Name and address Advances enter -0-) plans and deferred allowances
compensation plans
3111:
1
1
1
FPart VI IOther lnforrnation (See the Instructions.) Yes No
76 Did the organization make a change in its actiwties or methods of conducting actiwties? 7 W 3
If 'Yes, attach a detailed statement of each change 76 X
77 Were any changes made in the organizmg or governing documents but not reported to the 77 X
If 'Yes, attach a conformed copy of the changes.
78a Did the organization have unrelated busmess gross income of $1,000 or more during the year covered by this return? 783 X
l b If 'Yes, has it filed a tax return on Form 990-T for this year7 78b
79 Was there a liqUIdation, dissolution, termination, or substantial contraction during the e
year? If 'Yes, attach a statement 79 X I
80a Is the organization related (other than by assOCiation With a stateWIde or nationWIde organization) through common v e A - w
membership, governing bodies, trustees. officers, etc, to any other exempt or nonexempt organization7 80a X I
b If 'Yes, enter the name of the organization _C_api_.t_al. lac _7 3
and check whether it is exempt or nonexempt l
81 a Enter direct and indirect political expenditures (See line 81 instructions 81 a O .
b Did the organization file Form 1120-POL for this year? 81 b X I
BAA
TEEAO106 01/18/07
Form 990 (2006)
CITIZENAUDIT.ORG PAGE #7
- Form 990 (2006) DOnors Trust, Inc. 52-2166327 Page7
I Part VIJ Other lnfonnation (continued) Yes No
82 3 the organization receive donated serVIces or the use of materials, equment, or faCIlItIes at no charge or at
substantially less than faIr rental value? . 823 X
b If 'Yes, you may Indicate the value of these Items here. Do not Include this amount as 1
revenue In Part or as an expense In Part 11 (See Instructions In Part I 82b| 7 _r 7
833 the organization comply With the public Inspection reqUIrements for returns and exemption applications? 833 X
b the organization comply With the disclosure reqUIrements relating to qUId pro quo contributions? 83b
843 the organization what any contributions or gifts that were not tax deductible? 843 X
b If 'Yes, dId the organization Include With every so|ICItatIon an express statement that such contributions or gifts were m A e I
not tax deductible. . . 84b
85 501(c)(4), (5), or (6) organizations. 3 Were substantially all dues nondeductible by members? 853
b the organization make only In-house lobbying expenditures of $2,000 or less? 85b
If 'Yes' was answered to either 853 or 85b, do not complete 85c through 85h below unless the organization received a f
waiver for proxy tax owed for the prior year. I
c Dues, assessments, and Similar amounts from members 85c A
d Section 162(e) lobbying and political expenditures 85d 1
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85c A I
f Taxable amount of lobbying and political expenditures (IIne 85d less 85e) 85f
9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? 859
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to Its reasonable estimate of m s - A a
dues allocable to nondeductible lobbying and political expenditures for the followmg tax year7 . 85h A
86 501(c)(7) organizations Enter: 3 lnItIatIon fees and capital contributions Included on
line 12 863 A l
b Gross receipts, Included on lIne 12, for public use of club 86b 1
l
87 501(c)( 12) organizations. Enter 3 Gross Income from members or shareholders 873 A I
bGross Income from other sources. (Do not net amounts due or paid to other sources 1
against amounts due or received from them.) 87b A
88 a At any time during the year, dId the organization own a 50% or greater Interest In a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sectIons 301 7701-2 and 301.7701-3? 7 A 7 A
If 'Yes, complete Part IX 883 X
b At any time during the ear, dId the organization, directly or Indirectly, own a controlled entity Within the meaning of
section 512(b)(13)? If es, complete Part X . 88b x
893 501(c)(3) organizations Enter: Amount of tax Imposed on the organization durIng the year under
section 4911 section 4912 section 4955
b 501(c)(3) and 501(c)(4) organizations the organization engage In any section 4958 excess benefit transaction
durIng the year or dId It become aware of an excess benefit transaction from a prior year? If 'Yes. attach a statement
explaining each transaction 89b X
c Enter: Amount of tax Imposed on the organization managers or disqualified persons durIng the E
year under sections 4912, 4955, and 4958 . . 0 .
d Enter Amount of tax on line 89c, above, reimbursed by the organization O .
e All organizations At any time durIng the tax year, was the organization a party to a prohibited tax shelter transaction? 89c X
f All organizations. the organization acquire a dIrect or Indirect Interest In any applicable Insurance contract? 89f X
l
9 For supporting organizations and sponsoring organizations maintaining donor adVIsed funds the supporting
organization, or a fund maintained by a sponsoring organization. have excess busmess holdings at any time during --4
the year? 899 X
903 List the states With which a copy of this return Is filed See Statement Attached
b Number of employees employed In the pay period that Includes March 12, 2006
(See Instructions.) .
913 The books are In care of Donors Trust
. |90b| 4
Telephone number (703) 535-3563
LocatEd at .121. 118.115! _s_t.L >a111i2 m 4 _22 3_1_4: 2_9_0_3
b At any time during the calendar year, dId the organization have an Interest In or a Signature or other authority over a Yes N
finanCIal account In a foreign country (such as a bank account, securities account, or other finanCIal account)? 91 b X
If 'Yes, enter the name of the foreign country
See the Instructions for exceptions and filing reqwrements for Form TD F 90-22.1, Report of Foreign Bank and
FinanCIaI Accounts I
BAA Form 990 (2006)
TEEAO107 01/18/07
CITIZENAUDIT.ORG PAGE #8
Form 990 (2006) Donors Trust Inc. 52-2166327 Page 8
3 I PartVl IOtherlnformation (continued) Yes No
c At any time during the calendar year, did the organization maintain an office outSIde of the United States? I 91 c X
If 'Yes, enter the name of the fOreign country
92 Section 4947(a)(l) nonexempt charitable trusts filing Form 990 In lieu of Form 1041 Check here U
and enter the amount of tax-exempt interest received or accrued during the tax year 92 I
I Part VII lAnalysis of Income-Producing Activities (See the instructions.)
Unrelated busmess income Excluded by section 512, 513, or 514
Note: Enter gross amounts unless (A) (B) (D)
Otherwse ndcated- Busmess code Amount Exclusmn code Amount
(E)
Related or exempt
function income
93 Program serwce revenue:
a ADMIN SERVICES PROVIDED Medicare/Medicaid payments
9 Fees contracts from government agenCies
94 Membership dues and assessments
95 Interest on savmgs temporary cash DiVIdends interest from securities 14 7 l 746 .
97 Net rental Income or (loss) from real estate
a debt-financed property
b not debt-financed property
98 Net rental income or (loss) from pers prop
99 Other investment income
501, 883 .
100 Gain or (loss) from sales of assets
other than inventory 18 18 6 6 0 .
101 Net income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
103 Other revenue' a
b Misc revenue
c
d
e
104 Subtotal (add columns (8), (D105 Total (add line 104, columns (B), (D), and . .
Note: Line 105 plus line 7e, Part I, should equal the amount on line 12, Partl
rPart Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)
Line Explain how each actIVIty for which Income is reported In column (E) of Part VII contributed importantly to the accomplishment
v of the organization's exempt purposes (other than by prowding funds for such purposes).
103a In 2006 the Organization changed accounting software. This revenue
is an adj. to the book's beg. bal. made by the Organization's auditors
to adjust beg. bal. in new software to previous year's audited numbers.
12,441.
514, 324 .
644, 710.
I Part IX Information Regardingxable Subsidiaries and Disregarded Entities (See the instructions.)
(A) (B) (C) (D) (E)
Name, address, and EIN of corporation, Percentage of Nature of actwmes Total End-of-year
partnership, or disregarded entity ownership interest income assets
I Part X I Information Regardiiq Transfers Associated with Personal Benet Contracts (See the instructions.)
3 Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? H Yes No
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? Yes No
Note: if 'Yes' to file Form 8870 and Form 4720 (see Instructions).
BAA 04/04/07 Form 990 (2006)
CITIZENAUDIT.ORG PAGE #9
Form 990 (2006) Donors Trust, Inc. 52-2 166327 Page 9
Part XI I Information Regarding Transfers To and From Controlled Entities. Complete only if the
organization is a controlling organization as defined in section 572(b)(73). N A
Yes No
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If
'Yes, complete the schedule below for each controlled entity
(A) (B) . (C),
Name, address, of each Employer Identification Description of
controlled entity Number transfer Amount 0 tranSfef
a
b
c
Totals
Yes No
107 Did the reporting organization receive any transfers from a controlled entity as defined In section 512(b)(l3) of the Code? If
'Yes, complete the schedule below for each controlled entity .
(A) (B) . .
Name, address, of each Employer Identication of
controlled entity Number transfer Amount 0 transfer
a
b
c
Totals
Yes No
108 Did the organization hav a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and
annumes described in
estion ],07 above?
e that I have exami - I
e ration of preparer
udin accom an n hed les and statements. and to the est ofm kno led eand let, t s
g p sic fuwhich preparer has any knowlegge y w 9 Del I I
based Avq 200?
Please
. . V g 7 Date
Here 1tney L Ball utive Director
Type or print name and title
. Date Check If Pre arer's SSN or PTIN (See
Pald Preparer s M 5 . Ge era Instruction W)
Pre_ Signature F 3. l7; 0 :fnployed p
arerus Flfm'Snane (or tity Administration LLC .4 4
se t'ioyef. 2009 14thSt N Ste 410 am (a 77
on'y Sip'ff'm Arlington VA 222012514 Phone no {7957;194 (2M
BAA Form 990 (2006)
10 01/19/07
CITIZENAUDIT.ORG PAGE #10
SCHEDULE A
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Servrce
Organization Exempt Under
Section 501(c)(3)
(Except Private Foundationhand Section 501 (e
501 or 4947(a)(1)
Supplementary lnfonnation (See separate instructions.)
MUST be completed by the above organizations and attached to their Form 990 0r 990-EZ.
onexempt Charita
L, 501(f), 501(k),
Ie Trust
OMB No 1545-0047
2006
Name of the organization
Employer identication number
Donors Trust, Inc. 52-2166327
[Part Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See Instructions. LIst each one. If there are none, enter 'None.')
Name and address of each Title and average Compensation Expense
employee and more
hours per week
to employee benefit
plans and deferred
account and other
than 0,000 devoted to posmon compensation allowances
$326333! _R99t
Address in c/o taxpayer Marketing Dir. 40+ 71,799. 10,728. 0.
99! _S_iri_n9o_n
Address in c/o taxpayer Program Admin. 40+ 64,846. 1,375. 0.
Total number of other employees paid
over $50,000 2
[Part II A Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See Instructions. each one (whether IndIV|dua|S or firms). If there are none, enter 'None.')
Name and address of each independent contractor pard more than $50,000
Type of servrce
Compensation
Total number of others over
$50,000 for professronal servrces
P
None
[Part II B I Compensation of the Five Highest Paid Independent Contractors for Other Services
(LIst each contractor who performed servrces other than profeSSIonal servrces, whether or
firms. If there are none, enter 'None. See Instructions.)
Name and address of each Independent contractor pard more than $50,000
Type of servrce
Compensation
Total number of other contractors
over $50,000 for other servrces
None
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Farm 990-EZ.
TEEAO401
01/19/07
Schedule A (Form 990 or 990-EZ) 2006
CITIZENAUDIT.ORG PAGE #11
Schedule A (Form 990 or 990-EZ) 2006 Donors Trust Inc. 522166327
Page 2
N Statements About Activities (See Instructions.)
Yes
No
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt
to influence public opinion on a legislative matter or referendum? If 'Yes, enter the total expenses paid
or incurred in connection With the lobbying actiVIties
(Must equal amounts on line 38, Part or line i of Part
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part Other
organizations checking 'Yes must complete Part VI-B AND attach a statement giVing a detailed description of the
lobbying activmes.
During the year, has the organization, either directly or indirectly, engaged in any of the followmg acts With any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or With any
taxable organization With which any such person is affiliated as an officer, director, trustee, majority owner, or prinCipal
benefiCIary? (If the answer to any quest/on rs 'Yes, attach a detailed statement explaining the transactions
a Sale, exchange, or leasing of property?
2a
b Lending of money or other extension of credit?
2b
c Furnishing of goods, serwces, or faculties?
2c
See Part: V, Form 990
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)?
2d
e Transfer of any part of its income or assets7
2e
33 Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes, attach an
explanation of how the organization determines that reCIpients qualify to receive payments
3a
b Did the organization have a section 403(b) plan for its employees?
3b
c Did the organization receive or hold an easement for conservation purposes, including easements
to preserve open space, the enwronment, historic land areas or historic structures? lf
'Yes, attach a detailed statement
3c
d Did the organization prowde credit counseling, debt management, credit repair, or debt negotiation sewices?
3d
43 Did the organization maintain any donor adVIsed funds? If 'Yes, complete lines 4b through 4g If 'No,
complete lines
Did the organization make any taxable distributions under section 4966?
4b
c
Did the organization make a distribution to a donor, donor adVisor, or related person?
4c
d Enter the total number of donor adVIsed funds owned at the end of the tax year
e Enter the aggregate value of assets held in all donor adwsed funds owned at the end of the tax year
t Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor adVIsed
amounts in such funds or accounts
9 Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year
54
3,813,857.
0 .
BAA
l
l
funds included on line 4d) Where donors have the right to prowde adVIce on the distribution or investment of
TEEAO402 04/04Jo7
l
l
Schedule A (Form 990 or Form 990-EZ) 2006
CITIZENAUDIT.ORG PAGE #12
Schedule A (Form 990 or 990-EZ) 2006
Donors Trust, Inc.
Part IV Reason for Non-Private Foundation Status (See instructions.)
52-2166327
Page 3
I certify that the organization is not a private foundation because it is (Please check only ONE applicable box.)
5 D A church, conventlon of churches, or assoaation of churches. Section
6 A school Section (Also complete Part V.)
7 A hospital or a cooperative hospital sewice organization Section
8 D A federal, state, or local government or governmental unit Section
9 D A medical research organization operated In conjunction With a hospital Section Enter the hospital's name, city,
and state
10 An organization operated for the benefit of a college or univerSIty owned or operated by a governmental unit. Section l70(b)(l)(A)(iv)
(Also complete the Support Schedule in Part IV-A.)
11 a An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section
(Also complete the Support Schedule In Part
11 b D A communlty trust. Section l70(b)(l)(A)(vn) (Also complete the Support Schedule in Part IV-A.)
12 D An organization that normally receives (1) more than 33-1I3/o of its support from contributions, membership fees, and gross receipts
from actIVities related to its charitable, etc, functions - sub
from gross investment income and unrelated busmess taxa
organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part
Lect to certain exceptions, and (2) no more than of Its support
Ie income (less section 511 tax) from busmesses acqwred by the
13
An organization that IS not controlled by any dlsqualified persons (other than foundation managers) and otheMise meets the
requirements of section 509(a)(3). Check the box that describes the type of supporting organization:
m Type Type II [1 Type Integrated Type Ill-Other
Provide the following information about the supported organizations. (See instructions
.
Name(s) of supported Employer identification . T pe of Is the supp0rted Amount of
organization(s) number (EIN) organization (described organization listed in support
in lines 5 through 12 the supporting
above or IRC section) organization's
governing
documents?
Yes No
Total
14 [1 An organization organized and operated to test for public safety Section 509(a)(4). (See instructions.)
BAA
TEEAO407 01/22/07
Schedule A (Form 990 or 990-EZ) 2006
CITIZENAUDIT.ORG PAGE #13
Schedule A (Form 990 or 990-EZ) 2006 Donors Trust Inc. 52 -2 166327 Page 4
[Part [Support Schedule (Complete only If you checked 12.) Use cash met/Iodafaccounng.
Note: You may use the worksheet In the Instructions for convert/n9 from the accrual to the cash method of accountIng
Calendar year (or fiscal year a b c e
beginning in) 2835 2834 2833 2932 Tgt)al
15 GIfts, grants, and contrIbutIons
recered (Do not Include
unusual grants SeelIne28) 2,805,881. 1,585,251. 1,020,852. 1,067,912.
16 MembershIp fees recered
17 Gross receIpts from
merchandise sold or sennces performed,
or furnIshIng of faCIlItIes In any actIVIty
that Is related to the organIzatIon's
chantable,etc,purpose 432,078. 342,052. 189,383. 102,129. 1,065,642.
18 Gross Income from Interest, dIvrdends,
amounts moved from payments on
securItIes loans (section
rents, royalties, and unrelated busmess
taxable Income (less sectIon 511 taxes)
from busmesses achIred by the organ-
IzatIonafterlune30, 1975 45,954. 14,874. 7,851. 8,276. 76,955.
19 Net Income from unrelated busmess
actIVItIes not Included In Me 18
20 Tax revenues IeVIed for the
organIzatIon's benet and
eIther pad to It or expended
on Its behalf
21 The value of serVIces or
furnIshed to the
organIzatIon by a governmental
unIt WIthout charge. Do not
Include the value of servrces or
generally furnIshed to
the pubIIc WIthout charge
22 Other Income Attach a
schedule. Do not Include
gaIn or (loss) from sale of
capItal assets
23 3,283,913. 1,942,177. 1,218,086. 1,178,317. 7,622,493.
24 LIne23mInus|Ine17 2,851,835. 1,600,125. 1,028,703. 1,076,188. 6,556,851.
25 Enter1%of|Ine23 32,839. 19,422. 12,181. 11,783.
26 Organizations described on lines 10 or 11: a Enter 2% of amount In column Prepare a lIst for your records to show the name of and amount contnbuted by each person (other than a governmental unIt or publIcly I
supported organIzatIon) whose total mm for 2002 through 2005 exceeded the amount shown In no 26a. 00 not le this list wIth your 4
return. Enter the total of all these excess amounts . 26b 2 481 63 1 .
c Total support for sectIon 509(a)(1) test: Enter me 24, column . 26c 6 556 851 .
d Add Amounts from column for Mes26b 2,481,631. 26d 2,558,586.
e PubIIc support (lIne 26c mInus IIne 26d totalPublic support percentage (line 26c (numerator) divided by line 26c (denominatorOrganizations described on line 12:
a For amounts Included In lInes 15, 16, and 17 that were received from a person, prepare a IIst for your records to show the
name of, and total amounts recered In each year from, each person Do not file thIs list with your return. Enter the sum of
such amounts for each year
(2005) (2004) (2003) (2002)
bFor any amount Included In Me 17 that was recered from each person (other than persons'), prepare a st for your records
to show the name of, and amount recered for each year, that was more than the larger of (1) the amount on Me 25 for the year or (2)
$5,000 (Include In the st organIzatIons descrIbed In IInes 5 through 11b, as well as IndIVIduals Do not file this list with your return.
After computing the dIfference between the amount recered and the larger amount descrIbed In (1) or (2), enter the sum of these
dIfferences (the excess amounts) for each year:
(2005) (2004) (2003) (2002)
c Add Amounts from column for Mes Add LIne 27a total and Me 27b total 27d
e PubIIc support (IIne 27c total mInus IIne 27d total) 27e
t Total support for sectIon 509(a)(2) test: Enter amount from Me 23, column >l 27f I 7 I
9 Public support percentage (line 27e (numerator) divided by line 27f (denominator)) . 1
h Investment income percentage (line 18, column (numerator) divided by line 27f (denominator)) 27h
28 Unusual Grants: For an organIzatIon described In Me 10, 11, or 12 that recered an unusual rants durIng 2002 through 2005, prepare a
IIst for your records to show, for each year, the name of the contrIbutor, the date an amount 0 the grant. and a brIef of the
nature of the grant Do not le this list with your return. Do not Include these grants In Me 15.
BAA TEEAO403 01/19/07 Schedule A (Form 990 or 990-EZ) 2006
CITIZENAUDIT.ORG PAGE #14
Schedule A (Form 990 or 990-EZ) 2006 Donors Trust Inc . 52 -2166327 Page 5
- IPartV [Private School Questionnaire (See instructions.)
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
Yes No
29 Does the organization have a raCially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . 29
30 Does the organization include a statement of its raCIally nondiscriminatory policy toward students in all its brochures, i
catalogues, and other written communications With the public dealing With student programs, - a
and scholarships? . 30
l
31 Has the organization pubIICIzed its raCIall nondiscriminatory policy through newspa er or broadcast media during
the period of solicitation for students, or uring the registration period if it has no so iCitation program, in a way that 7
makes the policy known to all parts of the general community it serves? . . 31
If Yes, please describe; if No,' please explain. (If you need more space, attach a separate statement) l
l
l
g
32 Does the organization maintain the followmg: J
3 Records indicating the raCIal composmon of the student body, faculty, and administrative staff? 32a
b Records documenting that scholarships and other finanCIal aSSistance are awarded on a raCIally
nondiscriminatory ba5is? . . 32b
c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
With student programs, and scholarships? 32c
d Copies of all material used by the organization or on its behalf to contributions? 32d
If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement.)
- I
-
33 Does the organization discriminate by race in any way With respect to.
a Students' rights or priVileges? 33:; H
b AdmisSions polic1es? 33b
c Employment of faculty or administrative staff? 33c
d Scholarships or other finanCIal 33d
e Educational poliCIes7 33e
f Use of faCIlities? 3t
9 Athletic programs? 339
h Other extracurricular actiwties? 33h
i
If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement) l
343 Does the organization receive any finanCial aid or a55istance from a governmental agency? 34a
b Has the organizations right to such aid ever been revoked or suspended? 341;
If you answered 'Yes' to either 34a or b, please explain usmg an attached statement J
35 Does the organization certify that it has com8|ied With the a glicable reqwrements of
sections 4 01 through 4 05 of Rev Proc 75-5 1975-2 C B 7, covering raCIal
nondiscrimination? If 'No, attach an explanation. 35
BAA TEEAO404 01/19/07
Schedule A (Form 990 or 990-EZ) 2006
CITIZENAUDIT.ORG PAGE #15
Schedule A (Form 990 or 990-EZ) 2006 Donors Trust Inc. 52 -2 166327 Page 6
[Lobbying Expenditures b Electing Public Charities (See instructions.)
(To be completed ONLY by an e igible organization that filed Form 5768)
Check a if the organization belongs to an affiliated group. Check b [1 if you checked and 'Iimited control' apply
Limits on Lobbying Expenditures Affiliat(ead) group To be gaipleted
totals for all electing
(The term expenditures means amounts pad or incurred.) organizations
36 Total lobbying expenditures to Influence public opinion (grassroots lobbying) 36
37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37
38 Total lobbying expenditures (add lines 36 and 37) . 38
39 Other exempt purpose expenditures . . 39
40 Total exempt purpose expenditures (add lines 38 and 39) 40
41 Lobbying nontaxable amount Enter the amount from the followmg table
If the amount on line 40 is The lobbying nontaxable amount is
Not over $500,000 20% of the amount on line 40
1 Over $500,000 but not over $1,000,000 . $100,000 plus 15% of the excess over $500,000 7 A r 1
Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000
Over $17,000,000 $1 ,000,000 g r
Grassroots nontaxable amount (enter 25% of line 41) 42
Subtract line 42 from line 36 Enter -0- If line 42 is more than Me 36 43
Subtract line 41 from line 38. Enter -0- if line 41 is more than lrne 38 44
Caution: If there Is an amount on either line 43 or line 44, you must file Form 4720
4 -Year Averaging Period Under Section 501
1 (Some organizations that made a section 501 electron do not have to complete all of the five columns below.
1 See the instructions for lines 45 through 50
3&3
Lobbying Expenditures During 4 -Year Averaging Period
Calendar year (C)
(or @5an ysear 2006 2005 2004 2003 Total
beginning in)
Lobbying nontaxable
amount 0 . 0 . 0 .
Lobbying amount
(150% of line 45(e))
47 Total lobbying
expenditures Grassroots non-
taxable amount Grassroots ceiling amount
I (150% of lIne 48(e))
50 Grassroots lobbying
expenditures Part I Lobbying Activity by Nonelectin Public Charities
(For reporting only by organizations that id not complete Part (See Instructrons.)
During the year, the organization attempt to Influence national, state or local legislation, Including any
attempt to influence public oplnion on a legislatrve matter or referendum, through the use of' Yes
2
0
Amount
a Volunteers
b Pald staff or management (Include compensation in expenses reported on lines c through
c Medra advertisements
d to members, legislators, or the public
e Publications, or published or broadcast statements
f Grants to other organizations for lobbying purposes
9 Direct contact With legislators, their staffs, government offICIals, or a legislative body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means
i Total lobbying expenditures (add lines c through
If 'Yes' to any of the above, also attach a statement givmg a detailed description of the activmes
BAA Schedule A (Form 990 or 990-EZ) 2006
TEEAO405 01/19/07
CITIZENAUDIT.ORG PAGE #16
Schedule A (Form 990 or 990-52) 2006 Donors Trust Inc . 52 -2 166327 Page 7
VII Ilnfonnation Regarding Transfers To and Transactions and Relationships Nonchantable
Exempt Organizations (See instructions)
51 Did the reporting organization directly or indirectly engage in any of the followmg With any other organization described in section 501(c)
of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a nonchantable exempt organization of Yes No
(i)Cash . . 513 X
(ii)Other assets . a X
b Other transactions.
(i)Sales or exchanges of assets With a nonchantable exempt organization
(ii)Purchases of assets from a nonchantable exempt organization
of faculties, equipment, or other assets
(iv)Reimbursement arrangements
(v)Loans or loan guarantees .
(vi)Performance of sewices or membership or fundraismg solicnations
c Sharing of faCIlities, equment, maillng lists, other assets, or paid employees . c
d If the answer to any of the above 15 'Yes, comglete the followmg schedule. Column should alwa 5 show the fair market value of
the goods, other assets, or servnces given by t e If the organization receive less than fair market value any ransaction or sharing arrangement, show in column e value of the goods, other assets, or sewices received:
0
Line no Amount involved Name of nonchantable exempt organization Description of transfers, transactions, and sharing arrangements
52a Is the organization directly or Indlrectly affiliated With, or related to, one or more tax-exempt organlzatlons
described in section 501 of the Code (other than section 501(c)(3)) or in section 527?
b If Yes the schedule:
Name of organization
Yes No
(C)
Description of relationship
0)
Type of organization
BAA Schedule A (Form 990 or 990-EZ) 2006
TEEAMOG 01/19/07
CITIZENAUDIT.ORG PAGE #17
- Form 990 Schedule of Gains and Losses from 2006
Line and 8(3) Sale of Assets Other than Inventory
Statement Attach to return
Name Employer Identification Number
Donors Trust, Inc. 522166327
Part I, Line 8, Column (A) Securities
Public Securities
Gross
Description Sales Pnce
Publicly Traded Securities 425, 673. Cost 407,013.
Selling Expenses
Basns 407,013.
Nonpublic Securities
Cost. other bass or
Date Acqwred Date Sold Gross FMV when donated
Description and Method and to Whom Sales Price (State on top)
Total Securities 425,673. I I 407,013.
Gain or (Loss) from Sale of Securities I 18, 660 .
Part I, Line 8, Column (B) Other Assets
Date Acquured Date Sold Gross Cost, other baSIs or
Description and Method and to Whom Sales Price FMV when donated
Cost
DepreCIatIon
Donation FMV
. Cost
DepreCIatlon
Basns
Donation FMV
Cost
DepreCIatlon
Basus
Donation FMV
. Cost
DepreCIatlon
Donation FMV
Total Other Assets
Gain or (Loss) from Sale of Other Assets
TEEWOZOI SCR 10/30/06
CITIZENAUDIT.ORG PAGE #18
Form 990
Part II. Line 25a
Key Employees. Etc.
Compensation of Current Ofcers, Directors,
2006
Name as Shown on Return
Employer Identification No
Donors Trust, Inc. 522166327
Compensation
(A) (B) (C) (D)
Name Total Program Management Fundralsmg
servnces and general
i Whitney L Ball 115,650. 62,104. 9,599. 43,947.
Total Compensation
Received 115,650. 62,104. 9,599. 43,947.
Contributions to Employee Benet Plans Deferred Compensation Plans
(A) (B) (C) (D)
Name Total Program Management Fundralsmg
servrces and general
Whitney L Ball 16,818. 9,031. 1,396. 6,391.
Total Contributlons to
Employee Benet Plans
Deferred Compensation
Plans 16,818. 9,031. 1,396. 6,391.
Expense Account and Other Allowances
(A) (B) (C) (D)
Name Total Program Management Fundralsmg
servnces and general
Total Expense Account and
Other Allowances
Total to Part||,LIne 25a 132,468. 71,135. 10,995. 50,338.
51990253 SCR 02104407
CITIZENAUDIT.ORG PAGE #19
Donors Trust, Inc. 52-2166327
Form 990. Page 5, Part V-A
List of Ofcers, Etc. Statement
(A) (B) (C) (D) (E)
Name and address Title and Compensation Contributions Expense
average hours per (If not paid, to employee account
week devoted enter 41-) benefit plans and other
to posmon and deferred allowances
compensation
William J Hume
c/o Donors Trust Director
REACHED
DONORSTRUST
Form 990, Page 4, Part IV, Line 54a
Investments - Publicly-Traded Securities Statement
Beginning End of
Line 54a Investments - Publicly-Traded Securities: of Year Year
Corporate Stocks 0. 0.
Corporate Bonds 0. 0.
Other Publicly Traded Securities Mutual Funds 948Other Securities 0.
Total 948,556. 1,179,864.
Form 990, Page 4, Part IV, Lines 55a 55b
Investments - Land, Buildings and Equipment Statement
3
Cost/Other Accumulated Book Value
Basrs DepreCIatIon
Office furniture equipment 28,974. 16,844. 12,130.
Total 28,974. 16,844. 12,130.
CITIZENAUDIT.ORG PAGE #20
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p l/Line 1e - Noncash
Description Amount
Value of marketable securities received 636,003.
636,003.
Supporting Statement of:
Form 990 p 1/Line 20
Description Amount
Unrealized gain on marketable securities 38, 572.
Total 3 8, 572 .
Supporting Statement of:
Form 990 p 2/Line 22a cash
Description Amount
Cash grants to public charities from DAFs 2,613,820.
Total
2,613,820.
Supporting Statement of:
Form 990 p 2/Line 22a column (B)
Description Amount
Cash grants to public charities 2 613 820 .
Total 2,613,820.
Supporting Statement of:
Form 990 p 2/Line 22b cash
Description Amount
Cash grants to public charities 81 475 .
Toml 81,475.
CITIZENAUDIT.ORG PAGE #21
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 2/Line 22b column (B)
Description
Amount
Cash grants to pgblic charities
811475.
Total
81475.
Supporting Statement of:
Form 990 p 2/Line 28 column (B)
Description
Amount
Medical parking misc
3,729.
Total
3:729.
Supporting Statement of:
Form 990 p 2/Line 28 column (C)
Description Amount
Medical parking, misc 576 .
Total 57 6 .
Supporting Statement of:
Form 990 p 2/Line 28 column (D)
Description Amount
Medical parking, misc 2 639 .
Total
2z639.
Supporting Statement of:
Form 990 p 3/Grants Allocations-a
Description
Amount
Grants from donor advised fund program
2L613, 820.
Total
2:613820.
CITIZENAUDIT.ORG PAGE #22
Donors Trust, Inc. 522166327
Supporting Statement of:
Form 990 p 4/Line 47a
Description
Amount
Due from Donors Capital Fund
85, 080.
Total
85, 080.
Supporting Statement of:
Form 990 p 4/Line 47c, column (A)
Description
Amount
Due from Donors Capital Fund
81,608.
Total
81l608.
Supporting Statement of:
Form 990 p 4/Line 53, column (A)
Description Amount
Misc prepaid expenses 470.
Total 47 0 .
Supporting Statement of:
Form 990 p 4/Line 53, column (B)
Description Amount
Misc prepaid expenses 6, 450.
Total 6 450 .
Supporting Statement of:
Form 990 p 4/Line 55c, column (A)
Description Amount
Furniture equip, net of depr 5 698 .
Total 5, 698 .
CITIZENAUDIT.ORG PAGE #23
Donors Trust, Inc. 52-2166327 5
Supporting Statement of:
Form 990 p 4/Line 60, column (A)
Description Amount
Misc accounts payable 4 324 .
Accrued employee benefits 1 405 .
Total 5 729 .
Supporting Statement of:
Form 990 p 8/Line 103(El-1
Description Amount
Net income from prior period audit adjustment 12,441.
Total 1 2 44 1 .
Supporting Statement of:
Gain or Loss Statement/Public sales price
Description Amount
Gross proceeds from sale of mutual funds 425,673.
425,673.
Supporting Statement of:
Gain or Loss Statement/Public cost amount
Description Amount
Basis in mutual funds (avg cost basis) 407,013.
Total 407,013.
Supporting Statement of:
Lines 55 57 Statements/Line 55, Accumulated Depr-l
Description Amount
Accumulated depreciation 16,844.
CITIZENAUDIT.ORG PAGE #24
Donors Trust. inc. 52-2166327 5
Continued
Supporting Statement of:
Lines 55 57 Statements/Line 55, Accumulated Deprl
Description Amount
Total 16, 844.
CITIZENAUDIT.ORG PAGE #25
a.
Additional Information For Tax Return
Donors Trust, Inc. 52-2166327
DESCRIPTION OF PROGRAM SERVICE D - PROJECT OF PERCEPTIONS OF AMERICANS ABROAD
(PPAA)
THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD IS A RESEARCH PROJECT WHICH AIMS
TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS EXPRESSED
AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN INTERVIEWS
SPECIALLY CONDUCTED FOR THIS PROJECT.
DESCRIPTION OF PROGRAM SERVICE E THE PROJECT ON FAIR REPRESENTATION (PFR)
THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE IN LAW AND PUBLIC
POLICY THROUGH A COMBINATION OF RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN
THE FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED: VOTING,
EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT.
Part VI, Line 90a
CITIZENAUDIT.ORG PAGE #26
M.
Additional Information For Tax RetLu-n
Donors Trust, Inc. 52-2166327
PART PRIMARY EXEMPT PURPOSE
SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE
INITIATIVES, MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING
TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN
RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY AND
INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO NEEDS, AS OPPOSED
TO GOVERNMENTAL INVOLVEMENT.
DESCRIPTION OF PROGRAM SERVICE ONE DAF PROGRAM
A DONOR ADVISED FUND (DAF) PROGRAM THAT ALLOWS CONTRIBUTORS TO THE DAF TO
ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION,
RESEARCH AND PRIVATE INITIATIVES, MOST PERVASIVE AND RADICAL NEEDS,
INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS,
GOVERNANCE, FOREIGN RELATIONS AND ARTS AND AND WHICH ENCOURAGE
PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO
NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.
DESCRIPTION OF PROGRAM SERVICE B - NEW PHILANTHROPY STUDIES (NPS)
THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A PROGRAM OF DONORSTRUST THAT
ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING TO BETTER
UNDERSTAND THE ROLE OF VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL
COOPERATION AND DISTRIBUTION OF PRIVATE AND PUBLIC GOODS.
DESCRIPTION OF PROGRAM SERVICE C - CENTER FOR COLLEGE AF FORDABILITY AND
PRODUCTIVITY (CCAP)
THE CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY IS A PROGRAM DESIGNED TO
RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATION, IN PARTICULAR, ISSUES OF
PRODUCTIVITY, EFFICIENCY, ACCOUNTABILITY, AND TRANSPARENCY.
CITIZENAUDIT.ORG PAGE #27
Donors Trust. Inc.
Grantee
Acton Institute for the Study of Religion
Adaptive Sports Foundation. Inc.
Advocates for Self-Government
Aerospace Education Foundation. Inc.
Africa Fighting Malana Int.. Inc
All Saints Episcopal Church
All Souls Unitarian Church
Alliance Defense Fund
Alliance for School Choice
Amencan Civil Rights Institute
American Council of Trustees and Alumni
American Council on SCience 8. Health
American Enterprise Institute
American Foreign Policy
American Friends of Hebrew University
American Friends of IEA
American Friends of James Joyce
American Fund for Charities
American JeWish Committee
American Spectator Educational Foundation
Americans for Lt'd Gvn't Research
Americans for Prosperity Foundation
Americans for Tax Reform Foundation
America's Future Foundation
Archdiocese of Chicago
Assoc of American Educators Foundation
Atlas Economic Research Foundation
Best Buddies of Virginia
Bill of Rights Institute
Bowdoin College
Boy Scouts of America
Brotherhood Organization of a New Destiny
California Public Policy Foundation
CaIVin Coolidge Memorial Foundation
Campus Crusade for Christ
Capital Research Center
Carnegie Hall Society, Inc.
Catholic Secondary Schools Grand Rapids
Cato institute
Center for American Unity. Inc
Center for Individual Rights
Center for Inquiry. Inc
Center for the Study of Popular Culture
Citizens Against Government Waste
Claremont Institute
Coast Guard Foundation
Comm to Reduce Infection Deaths. Inc
Compass Film Academy
Competitive Enterprise Institute
Cornell Laboratory of Ornithology
Cornerstone Community Schools
Danish American Society
DaVIdson College. Trustees of
Diocese of San Jose
Form 990 - 2006 Grants from DAFs
Part II - Line 22a
Grantee Address
161 Ottawa NW. Suite 301
P O Box 266
213 South Envin Street
1501 Lee Highway
1050 17th Street. NW. 520
3 Chevy Chase Circle
1157 Lexington Avenue
15333 North Pima Road. SUite 165
1660 L Street N W . Suite 1000
P O Box 188350
1726 M Street NW. 802
1995 Broadway. 2nd Floor
1150 Seventeenth Street. NW
509 C Street. NE
1 Battery Park Plaza. Floor 25
2000 North 14th Street. Ste. 550
10 Rockefeller Plaza
PO Box 1413
165 East 56th Street
1611 N Kent Street. 901
20 N Wacker Drive. 3330
1726 M Street. NW 10th Floor
1920 L Street NW. 200
2001 L St NW Ste 106
155 East Superior Street
1645 Prince Street
2000 N 14th Street. 550
1650 Tysons Blvd.. 140
200 N Glebe Road, Su1te 1050
4101 College Station
350 5th Avenue. 4th FL
PO Box 35090
Post Office Box 931
PO Box 97
100 Lake Hart Drive. Dept 2400
1513 16th Street. NW
881 7th Avenue
PO Box 327
1000 Massachusetts Avenue. N W
PO Box 910
1233 20th Street. NW. Suite 300
PO Box 741
4401 Wilshire Blvd.. 4th FL
Grand Rapids. MI 49503
Windham. NY 12496
GA 30120
Arlington. VA 22209
Washington. DC 20036
Chevy Chase. MD 20815
New York. NY 10021
Scottsdale.AZ 85260
Washington. DC 20036
Sacramento. CA 95818
Washington. DC 20036
New York. NY 10023
Washington. DC 20036
Washington. DC 20002
New York. NY 10004-1405
Arlington. VA 22201
New York. NY 10020
Ashburn. VA 20147
New York. NY 10022-2709
Arlington. VA 22209
Chicago, IL 60606
Washington. DC 20036
Washington. DC 20036
Washington. DC 20036
Chicago. IL 60611
Alexandria. VA 22314
Ar1ington.VA 22201
McLean. VA 22102
ArIington.VA 22203
rne 040112
New York. NY 10018-0110
Los Angeles. CA 90035
Camarillo. CA 93011
Plymouth. VT 05056
Orlando, FL 32832
Washington. DC 20036-1480
New York. NY 10019-3210
Grand Rapids. MI 49501-0327
Washington. DC 20001-5403
Warrenton. VA 20188
Washington, DC 20036
Amherst. NY 14226-0741
Los Angeles. CA 90010
1301 Connecticut Avenue. NW. SUite 40( Washington. DC 20036
937 W Foothill Blvd. E
394 Taugwonk Road
1111 Park Avenue
560 52h Street. NW. 110
1001 Connecticut Avenue. 1250
159 Sapsucker Woods Road
907 Maryland Avenue. NE
Claremont. CA 91711
Stonington. CT 06378-9982
New York. NY 10128
Grand Rapids, MI 49504
Washington, DC 20036
Ithaca, NY 14850-1999
Washington. DC 20002
One Dag Hammarskjold Plaza. 885 2nd I New York. NY 10017
PO Box 7173
900 Lafayette Street. 301
DaVidson. NC 28035-7173
Santa Clara. CA 95050
EIN: 52-2166327
Grant Amount
23.500
1.000
600
100
10.000
4.000
2.000
250
850
1.000
400
12.300
17.500
12.000
1.000
40.500
1.000
25.000
1.000
7.500
1.100
203.800
500
650
1.000
2.500
18.750
1.000
9.800
500
10.350
200
1.250
5.000
1.500
11.000
1.000
1.000
27.750
1.000
300
1,000
1.000
300
350
100
1.500
100
7.250
1.000
4.000
7.000
5.000
1,000
Page 1 of 4
CITIZENAUDIT.ORG PAGE #28
Donors Trust, Inc.
Grantee
E Harlem Churches Comm Urban Center
E Plunbus Unum Films
Education Research Institute
Employment Policies Institute Foundation
Enduring Freedom KIA
Evermay
F A
Family Research Institute of Wisconsm
Father Flanagans Boys Home
Federalist SOCiety
FL Sheriffs Youth Ranches, Inc.
for Research on Econ 8 the EnVIron
Foreign Policy Research Institute
Foundation Endowment
Foundation for Cultural ReVIew
Foundation for Economic Education
Foundation for IndiViduaI Rights in Educa
Foundation for Teaching Economics
Fourth Presbyterian Church
Free Enterprise Institute
Freedom Works Foundation
Friends of the Border Patrol
Friends of The LiVingston Park County Lib
Friends of the Windows
Fully Informed Jury Assoaation
Fund for American Studies
Galliot CenterCamegie Mellon Univ
GMU Foundation
Goldwater Institute
Graduate Center Foundation, Inc (CUNY)
Grameen Foundation USA
Grassroot Institute of Hawaii
Gun Owners Foundation
Habitat for Humanity International
Harm Reduction Therapy Center
Harold S Ness American Legion Auxmary
Heritage Foundation
Holy Family Church
Hudson Institute
Human Rights Foundation
IIT Madras Alumni Assomation (HQ)
Immigration Reform Law Institute
Independent Women's Forum
Inst of Christ the King Sovereign Priest
Institute for Humane Studies
Institute for Justice
Institute of World Politics
Institute on Religion Democracy
Institute on Religion Public Life
Intercollegiate Studies Institute
International Policy Network US, Inc.
International Steward
Intl for Research in Exp Economics
Jacob A Riis Neighborhood Settlement
Form 990 - 2006 Grants from DAFs
Part II - Line 22a
Grantee Address
325 East 101st Street
2247 15th Avenue West
800 Maryland Avenue, NE
1775 Ave Ste 1200
1711 E Palm
1623 28th Street, NW
New York, ny 10029
Seattle, WA 98119-2417
Washington, DC 20002-5306
Washington, DC 20006-4605
Palm Springs, CA 92664
Washington. DC 20007
1666 Connecticut Avenue, NW. 40( Washington, DC 20009
222 S Hamilton Street, 23
14100 Crawford Street
1015 18th Street, NW, 425
PO Box 2000
662 Ferguson Road
1528 Walnut Street, 610
611 Cameron Street
900 Broadway, 602
30 South Broadway
601 Walnut Street. SUite 510
260 Russell Boulevard
10701 South Glen Road
555 12th Street, NW, Swte 770
1775 Ave NW, 11th FL
PO Box 2685
PO Box 2072
103 East Chestnut
Post Ofce Box 5570
Madison, WI 53703
Boys Town, NE 68010
Washington, DC 20036
Boys Ranch, FL 32064
Bozeman, MT 59718
Philadelphia, PA 19102
Alexandria, VA 22314
New York, NY 10003
NY 10533-2
Philadelphia, PA 19106
CA 95616-3839
Potomac, MD 20854
Washington, DC 20004
Washington, DC 20006
Covma, CA 91722
LiVingston, MT 59047
Chicago, IL 60611
Helena, MT 59604-5570
1706 New Hampshire Ave NW, Ste 40C Washington, DC 20009
5000 Forbes Avenue
3301 North Fairfax Drive, MS 1G3
500 E. Coronado Road
365 Fifth Avenue, Room 8309
1029 Vermont Ave NW, 400
1314 S. King Street #1163
8001 Forbes Place, 102
121 Habitat Street
423 Gough Street
77 Main Street
214 Massachusetts Avenue, NE
1019 South May Street
1015 15th Street, NW, FL 6 SUite 600
260 West 54th Street, 15-G
PO Box 591303
1666 Connecticut Avenue, NW #402
1726 M Street, NW
6415 Woodlawn Avenue
3301 North Fairfax Drive 440
901 N Glebe Road, 900
1521 16th Street, NW
1023 15th Street, NW Ste. 601
1101 15th Street, NW, 115
3901 Road, PO Box 4431
214 Massachusetts Avenue, NW
4595 Broadmoor SE, Suite 295
3811 N Fairfax Drive, Suite 700
10-25 41 st Avenue
Pittsburgh, PA 15213-3890
VA 22201-8028
Phoenix, AZ 85004
New York, ny 10016-4309
Washington, DC 20005-3517
Honolulu, HI 96814
Springeld,VA 22151
Amencus, GA 31709
San FranCIsco, CA 94102
Maxwell IA 50161
Washington, DC 20002-4999
Chicago, IL 60607
Washington, DC 20005
New York, NY 10019
Houston, TX 77259-1303
Washington, DC 20009
Washington, DC 20036
Chicago, i| 60637
Arlington, VA 22201
Arlington, VA 22203
Washington, DC 20036
Washington, DC 20005
Washington, DC 20005
Wilmington, DE 19087-1938
Washington, DC 20002
Grand Rapids, MI 49512
Arlington,va 22203
Long Island City, NY 11101
I
M
EIN: 52-2166327
Grant Amount
20,000
10,000
10,000
1,000
500
1,000
250
100,000
100
10,000
1,000
10,000
20,000
300
16,500
4,500
200
6,000
30,000
847
2,000
5,000
1,000
1,000
2,000
5,750
1,000
370,000
1,600
6,000
600
49,000
5,000
500
6,500
1,000
29,000
5,000
10,000
100
5,000
25,000
5,000
2,000
18,450
7,350
7,000
250,000
5,000
800
27,500
100
15,000
2,500
Page 2 of 4
CITIZENAUDIT.ORG PAGE #29
Donors Trust, Inc.
Grantee
James Madison Institute For Public Policy
James Randi Educational Foundation
Jazz Mobile Inc.
Landmark Legal Foundation
Leadership Institute
Legionaires of Christ
Lincoln Institute for Research 8. Educatio
Liturgical Institute (Chicago)
Livingston Education Foundation
Lowcountry Open Land Trust
Ludwig von Mises Institute
Mackinac Center for Public Policy
Madison Square Boys and Girls Club
Manhattan Institute For Policy Research
Marijuana Policy Proiect Foundation
Maryland Tax Education Foundation. Inc
Massachusetts General Hospital - AIDS Res
Media Research Center
Memorial Sloan Kettering Cancer Center
Mercatus Center, George Mason University
Middle East Forum
Milton and Rose D Friedman Foundation
Donors Capital Fund
Montana Water Trust
Mountain States Legal Foundation
Movmg Picture Institute
National Association of Scholars
National Center for Policy Analy5is
National Center for Public Policy Researc
National for Seience Education. Inc
National Legal Policy Center
National Review Institute
National Right to Work Foundation
National Taxpayers Union Foundation
Nature Conservancy-CT Chapter
Naval Institute Foundation. Inc.
Network 20/20, Inc
New Atlantic Initiative
New York City Police Foundation
New York Historical
North Hills Classical Academy
NumbersUSA Education and Research Council
Paelc Justice Institute
Pacmc Legal Foundation
PaCic Research Institute
Palmer R Chitester Fund
Partnership for the Homeless
Philadelphia JeWIsh Archives Center
Philadelphia Souety
Philanthropy Roundtable
Property and EnVIronment Research Center
Reason Foundation
Rockefeller UniverSIty
Salvation Army-DC
Form 990 - 2006 Grants from DAFs
Part II - Line 22a
Grantee Address
PO Box 37460
201 SE 12th Street
154 W 127th St
19415 Deerfield Ave . Smte 312
1101 North Highland Street
PO Box 4185
10315 Georgetown Pike. PO Box 254
1000 East Maple Avenue
PO Box 14
485 East Bay Street
518 West Magnolia Avenue
140 West Main Street. PO Box 568
350 5th Avenue. 912
52 Vanderbilt Avenue
Capitol Hill, PO Box 77492
7504 Maple Avenue
Tallahassee. FL 32315-7460
Fort Lauderdale. FL 33316-1815
New York. NY 10027-3722
Leesburg. VA 20176
Artington. VA 22151
Hamden. CT 06514
Great Falls. VA 22066
Mundelein. IL 60060
LiVingston. MT 59047-0014
Charleston, SC 29403
Auburn.AL 36849
Midland. MI 48640-0568
New York. NY 10118
New York. NY 10017
Washington. DC 20013
Chevy Chase. MD 20815
Univer5ity Park. 65 Landsdowne St. Rm 1 Cambridge. MA 02139
325 S Patnck Street
1275 York Avenue
3301 North Fairfax Drive. Suite 450
1500 Walnut Street. Ste 1050
Alexandria. VA 22314
New York. NY 10021
Arlington. VA 22201-4433
Philadelphia. PA 19102
One American Square. SUite 1750. Box 8 Indianapolis. IN 46282-0004
PO Box 1305
218 South 6th Street. East
2596 South Way
375 GreenWIch Street
221 Witherspoon Street. Second Floor
12770 Celt Road. 800
501 Capitol Court. NE. Suite 200
420 4th Street. Suite 2
107 Park Washington Court
215 Lexmgton Avenue
8001 Braddock Road. Ste 500
108 North Alfred Street
P O Box 1162
291 Wood Road
8507th Avenue. Ste. 1300
1030 15th Street. NW. 11th Fl
345 Park Avenue
170 Central Park West
2777 Knapp. NE
1601 North Kent Street Suite 1100
PO Box 276600
3900 Lennane Drive. Suite 200
755 Sansome. 450
2002 Filmore Avenue. Smte 1
305 7th Avenue
125 North 8th Street. 61h FL
11620 Rutan Circle
1150 17th Street. NW. Ste 503
2048 Analysis Drive. Su1te A
Alexandria. VA 22313
Missoula. MT 59801
Lakewood. CO 80227
New York, NY 10013
Princeton. NJ 05842-3215
Dallas. TX 75251-1339
Washington. DC 20002
Oakland. CA 94609-2509
Falls Church. VA 22046
New York. NY 10016
Springeld. VA 22151-2125
Alexandria. VA 22314-3032
Weston. CT 06883
Annapolis. MD 21402
New York. NY 10019
Washington. DC 20005
New York. NY 10021
New York. NY 10024
Grand Rapids. MI 49525
Artington . VA 22209-2105
Sacramento. CA 95827
Sacramento. CA 95834
San FranCIsco. CA 94111-1709
Erie. PA 16506-6913
New York. NY 10001
Philadelphia. PA 19106
Jerome. MI 49249-9530
Washington DC 20036
Bozeman. MT 59718
3415 South Sepulveda Boulevard. Ste 40 Los Angeles. CA 90034-6014
1230 York Avenue
PO Box 269
New York. NY 10021
Alexandria. DC 22313
EIN: 52-2166327
Grant Amount
500
12.000
7.603
100
10.800
15.000
300
1 .000
100
100
3.100
100
5.000
14.500
2.000
500
10.000
1 1.800
1.000
3.000
5.000
6.250
298.170
100
5.000
2.100
500
15.000
2.200
6.000
12.200
61.500
350
2.500
4.000
100
9.000
120.000
100
15.000
250
72.000
1.000
250
14.500
3.000
1.000
10.000
10.900
21.000
21.250
35.500
10.000
10.000
Page 3 of 4
CITIZENAUDIT.ORG PAGE #30
Donors Trust, Inc.
Grantee
Samantan's Purse
Schenectady Community Home, Inc
Science Festival Foundation
Shrine of Our Lady of Pompeii
Skeptics Somety
St. Andrews Episcopal School
St. Bernard's School
St Elizabeth School
St Frances Cabrini Catholic Church
St FranCIs of ASSISI Our Lady of the Ang
S Francis XaVIer Church
S Maron Church
S . Martin de Porres House of Hope
S Patrick's School
Stanford UniverSIty/Hoover Institution
State Policy Network
Students for Saving Security
Tax Foundation
The Hackley School
Thomas Aqumas College
U S English Foundation
US Union Watch, Inc
USO
Values Through Media
Victims of Communism Memorial Foundation
Virginia Institute for Public Policy
Wadsworth-Sulgrave Preservation Fund
Whirling Disease Foundation
Wounded Wamor Proiect, Inc
Young America's Foundation
Young Life
Youth Apostles Institute
portOn
Form 990 - 2006 Grants from DAFs
Part II - Line 22a
Grantee Address
PO Box 3000
1367 Union Street
603 West 115th Street, SUite 135
1224 W Lexmgton Street
2761 N Marengo Avenue
8804 Post Oak Road
4 East 98th Street
4052 S Walbash Avenue
15333 Woodard Road
932 N Kostner Avenue
524 9th Street
1245 Carnegie Avenue
6423 S Woodlawn
475 Old Post Road
434 Galev Mall
6255 Arlington Blvd.
1725 K Street, NW. Suite 300
2001 L Street, NW, 1050
293 Benedict Avenue
10000 North Ojal Road
1747 Ave NW, 1050
2111 Wilson . SUite 1200
2111 Wilson 1200
PO Box 7065
1521 16th Street, NW
7326 Early Marker Court
1801 Massachusetts Avenue, NW
PO Box 327
PO Box 758517
110 Elden Street, A
PO Box 520
1600 Carlin Lane
Boone. NC 28607
Schenectady, NY 12302
New York, NY 10025
Chicago, IL 60607
Pasadena, CA 91001
Potomac, MD 20854
New York. NY 10029
Chicago, IL 60653
San Jose, CA 95124
Chicago, IL 60651
Wilmette, IL 60091
Cleveland, OH 44115
Chicago, IL 60637
Bedford, NY 10506
Stanford, CA 94305-6010
Richmond, CA 94805
Washington, DC 20006
Washington, DC 20036
Tarrytown, NY 10591
Santa Paula, CA 93060
Washington. DC 20006
Arlington, VA 22201
Arlington, VA 22201
Arlington, VA 22201
Washington, DC 20036
Gaineswlle, VA 20155
Washington, DC 20036
Bozeman, MT 59771-0327
Topeka. KS 6675-8517
Herndon, VA 20170-4809
Colorado Springs, CO 80901
McLean, VA 22101
EIN: 52-2166327
Grant Amount
500
400
15,000
1,000
6,500
1,000
10,000
500
2,000
2.000
1,500
1,000
1,000
1.500
10.000
10,200
200
3,000
27,000
1,000
10,250
250
600
2,500
3,000
4,000
1,500
1,000
3.000
10.100
2,000
100
2,613,820
Page 4 of 4
CITIZENAUDIT.ORG PAGE #31
Donors Trust. Inc.
Grantee
Acton Institute for the Study of Religion
American Enterprise Institute
Atlas Economic Research Foundation
Cato Institute
Claremont Institute
Competitive Enterprise Institute
Evergreen Freedom
Heritage Foundation
Institute for Justice
John Locke Foundation
Manhattan Institute For Policy Research
Media Research Center
National Foundation for Teaching Ent
National Right to Work Foundation
Philanthropy Roundtable
State Policy Network
Form 990 - 2006 Grants
Part II - Line 22b
Grantee Address
161 Ottawa NW. Su1te 301
1150 Seventeenth Street, NW
2000 N 14th Street, Suite 550
1000 Massachusetts Avenue. NW
937 W Foothill Blvd. E
1001 Connecticut Avenue. Suite 1250
PO Box 552
214 Massachusetts Avenue. NE
901 N Glebe Road. 900
200 West Morgan Street. 200
52 Vanderbilt Avenue
325 S Patrick Street
120 Wall Street. 29th Floor
8001 Braddock Road. Ste. 500
1150 17th Street. NW. Ste 503
6255 Arlington
EIN: 52-2166327
Grand Rapids. MI 49503
Washington. DC 20036
Arlington. VA 22201
Washington. DC 20001-5403
Claremont. CA 91711
Washington. DC 20036
Olympia. WA 98507-0522
Washington. DC 20002-4999
Arlington. VA 22203
Raleigh. NC 27601
New York. NY 10017
Alexandria. VA 22314
New York. NY 10005
VA 22151-2125
Washington DC 20036
Richmond. CA 94805
Grant Amount
5.000
5.000
5.000
16.000
1,500
5.000
325
5.000
5.000
150
10.000
2.500
10.000
2.500
5.000
3.500
81.475
Page 1 of 1
CITIZENAUDIT.ORG PAGE #32
Application for Extension of Time To File an
Exempt Organization Return
Form
(Rev December 2006) OMB No 1545-1709
Department of the Treasury
Internal Revenue Serwce File a separate application for each return
0 If you are filing for an Automatic 3-Month Extension, complete only Partl and check this box
0 If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extenSion on a prewously filed Form 8868
Par IAutomatic 3-Month Extension of Time. Only submit original (no copies needed).
Igection corporations requned to file Form 990-T and requesting an automatic 6-month exten5ion check this box and complete D
art on y
All other corporations (Including ll20-C filers), partnerships, and trusts must use Form 7004 to request an extensron of time to file
Income tax returns
E
Electronic Filing Generally. you can electronically file Form 8868 if you want a 3-month automatic extenSion of time to file one of the
returns noted below (6 months for section 501(c)(3) corporations requned to file Form 990-1) However, ou cannot file Form 8868
electronically if (1) you want the additional (not automatic) 3-month extensmn or (2) you file Forms 990- L, 6069, or 8870, group returns, or a
compOSite or consolidated Form 990-T. Instead, you must submit the fully completed and Signed page 2 (Part II) of Form 8868 For more details
on the electronic filing of this form, irs gov/efile and click on e-file for Charities Nonprofits.
Name of Exempt Organization Employer identication number
Type or
print
File bythe Donors Trust, Inc. 522166327
due date for Number. street. and room or suite number It a P 0 box, see instructions
filing your
return. See 1 l 1 North Henry Street
.nstructions, City. town or post office For a foreign address, see instructions state ZIP code
Alexandria VA 22314-2903
Check type of return to be filed (file a separate application for each return):
Form 990 Form 990-T (corporation) Form 4720
I Form 990-BL Form 990-T (section 401 or 408(a) trust) Form 5227
I Form 990-EZ Form 990-T (trust other than above) Form 6069
Form 990-PF Form 1041 -A Form 8870
0 The books are in the care of Donors Trust
Telephone No.> (703) 5353563
FAX No
if the organization does not have an office or place of busrness in the United States, check this box D
If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group,
check this box If it is for part of the group, check this box D and attach a list With the names and Ele of all members
the extensron cover
1 request an automatic 3-month (6 months for a section 501(c)(3) corporation requrred to file Form 990-T) extenSion of time
until _Ar_.ig_ 20 _02 to file the exempt organization return for the organization named above
The extensron is for the organization's return for:
calendar year 20 or
I tax year beginning 20
and ending 20
2 If this tax year is for less than 12 months. check reason D Initial return D Final return D Change in accounting period
33 it this application IS for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions 3a 0 .
b It thus application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments
made Include any prior year overpayment allowed as a credit 3b 0 .
c Balance Due. Subtract line 3b from line 3a lncluderour pa ment With this form, or, if reqUIred,
depOSit FTD coupon or, if reqwred, by usmg E TPS lectronic Federal Tax Payment System)
See instructions 3c 0 .
Caution. if you are gomg to make an electronic fund Withdrawal With this Form 8868, see Form 8453-EO and Form 8879-EO for
payment instructions
BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev 12-2006)
12/19l06
|
| 2005/12 |
990-EO |
2006/10 |
|
911026 I 11110
Department of the Treasury
Internal Revenue Servrce
A For the 2005 calendar year, or tax year beginning
Return of Organization Exempt From Income Tax
Under section 501 (c 527, or 4947(a)(1) of the Internal Revenue Code
(except blac lung benet trust 0r private foundation)
The organization may have to use a copy of this return to satisfy state requrrements
,2005, and ending
OMB No 1545-0047
2005
Open to Public
Inspection
3 Check if applicable
o
Name change 0 I
I What return D
I Final return 1 1
I Amended return
Ill;
D Employer Identification Number
522166327
'l HHITNEY EAL 29 13 200512 guogsHEg$TS%Nc 0 (703) 5353563
. Accou 'ng
ALEXANDRIA VA 22314-2903 5 F "h Elf A'a'
Other (specify)
Applicatlon pendmu a Section 501(c)(3) organizations and 4947aX1 nonexempt
charitable trusts must attach a complete Sc edule A
(Form 990 or 990-EZ).
G Web site: . donorstrust . org
J Organization type
(check only one) . 501(c)
K Check here D If the organization's gross receipts are normally not more than
$25,000. The organization need not file a return the IRS, but If the organization
chooses to file a return, be sure to file a complete return Some states require a
complete return.
3 (Insert no) D 4947(a)(1)or D 527
H andl are not applicable to section 527 organizations
DYes No
Yes
H Is this a group return for affiliates?
H If 'Yes. enter number of afliates
H Are all affiliates Included7
(If 'No. attach a list See Instructions)
H Is this a separate return filed by an
organization covered by a group ruling7 yes
I Group Exemption Number N A
M Check If the organization IS not requrred
mNo
L Gross receipts: Add lines 6b657 448.
lPart I
to attach Schedule B (Form 990, 990-EZ, or 990-PF)
I Revenue, Expenses, and Changes in Net Assets or Fund Balances (See Instructions)
1 Contributions, gifts, grants, and similar amounts received.
a Direct public support 1a 2 805 881 .
b Indirect public support 1 b
c Government contributions (grants) . 1c
1291,83, '1'LS(cash s 2,536,254. noncash 269,627.) 1d 2,805,881.
2 Program semce revenue Including government fees and contracts (from Part VII, lune 93Membership dues and assessments 3
4 Interest on and temporary cash Investments 4 7 756 .
5 DIVldendS and Interest from securities 5 3 8 198 .
Ga Gross rents 6a
b Less rental expenses . 6b
c Net rental Income or (loss) (subtract llne 6b from line 6a) 6c
R 7 Other Investment Income (describe 7
2 8a Gross amount from sales of assets other (A) secunt'es (B) other
N thaw . 373,535. 8a
AQEE r hisrs and sales expenses ~11; ule) See L8 63, 914. 8c
d Net gain or (loss) blne Ilne 8c, columns (Cpegreieana (attach schedule). If any amount IS from gaming, check here D
8 a Gross revenue (ntgj ludlng s of contributions
- 38.11 1a) 9a
091 V ther than fundralsmg expenses . 9b 5
e Income or (loss) from specnal events (subtract Irne 9b from line 9a) 9c
10a Gross sales of Inventory, less returns and allowances 10a
b Less: cost of goods sold . . 10b
c Gross profit or (loss) from sales of Inventory (attach schedule) (subtract lune 10b from llne 10a) 10c
11 Other revenue (from Part VII, line 103) 11
12 Total revenue (add llnes 1d8d, 9c, 10cProgram servrces (from line 44, column . Management and general (from line 44, column 14 38 762 .
E 15 (from line 44, column 15 225 406 .
g 16 Payments to (attach schedule) 16
5 17 Total expenses (add lines 16 and 44, column 17 2, 359 038.
A 18 Excess or (defICIt) for the year (subtract lune 17 from lune 12Net assets or fund balances at beginning of year (from line 73, column Other changes m net assets or fund balances (attach explanationNet assets or fund balances at end of year (combine Ill'leS 18BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. 02/03/06 Form 990 (2005)
CITIZENAUDIT.ORG PAGE #2
f
Form 990 Donors Trust Inc . 522166327 Page 2
[Part II lStatement of Functional Ex enses All organizations must complete column (A) Columns (8), (C), and (D) are
. reqwred for section 501(c)(3) and organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others
new (33533;? %232%22i a
22 Grants and allocations (att sch)
(cash 1,789,224.
non-cash 0 .
If this amount includes
foreigngrants, check here El 22 1,789,224. 1,789,224.
23 Specmc aSSistance to indiViduals (att sch) 23
24 Benefits paid to or for members (att sch) 24 l
25 Compensationofofficers, directors, etc 25 105,370. 57, 954 . 5, 268. 42, 148.
26 Othersalariesand wages 26 125,104. 54,428. 15,237. 55,439.
27 Pen5ion plan contributions 27 25,041. 12,102. 2, 504. 10,435.
28 Other employee benefits . Payroll taxes 29 16,816. 8,128. 1,681. 7,007.
30 Professmnal fundraismg fees . . . . 30
31 Accountingfees 31 45,027. 21,761. 4,503. 18,763.
32 Legalfees . 32 2,386. 1,153. 239. 994.
33 Supplies 33 6,743. 4,159. 500. 2,084.
34 Telephone 34 5,602. 2,708. 560. 2,334.
35 Postage and shipping 35 5,204. 3,682. 295. 1,227.
36 Occupancy 36 25,259. 12,208. 2,526. 10,525.
37 Equment rental and maintenance Printing and publications 38 12,827. 6,187. 968. 5,672.
39 Travel 39 49,828. 39,180. 0. 10,648.
40 Conferences, conventions, and meetings 40
41 Interest 41
42 DepreCIation, depletion, etc (attach scheduleOther expenses not covered above (itemize).
a_Ut_:i_l_it_:i_e_s 43a 1,466. 708. 147. 611.
43b 4,293. 2,075. 429. 1,789.
c_Ag\Le_ri_s_ir_1g_ 43c 51,288. 0 0. 51,288.
d_nggs_ie_ggs_t_s 43d 5,222. 4,890. 64. 268.
e_I1u_ra_1rlc_e 431! 1,313. 635. 131. 547.
fyic_)gp_egs_e_s 431 5,754. 2,914. 2,840. O.
439 66, 568Total functional h
44 2,359,038. 2,094,870. 38,762. 225,406.
Joint Costs. Check if you are followmg SOP 98-2
Are any iomt costs from a combined educational campaign and fundraismg solic1tation reported in (B) Program sewices7 Yes No
If 'Yes, enter the aggregate amount of these iomt costs
the amount allocated to Management and general
to Fundraismg
BAA
TEEA0102
11/01/05
(ii) the amount allocated to Program serVices
and (iv) the amount allocated
Form 990 (2005)
CITIZENAUDIT.ORG PAGE #3
Form 990 (2005) Donors Trust Inc.
,rfPart J Statement of PQgram Service Accomplishments
52-2166327
Page 3
Form 990 Is avaIIable for publIc InspectIon and, for some people, serves as the primary or sole source of Information about a partIcular
organIzatIon. How the publlc perceres an organIzatIon In such cases may be determlned by the Information presented on Its return Therefore,
please make sure the return Is complete and accurate and fully descrIbes, In Part the organIzatIon's programs and accomplIshments.
What Is the organIzatIon's pnmary exempt purpose? _A_t_tc_h_eg
All organIzatIons must descrIbe theIr exempt purpose achIevements In a clear and conCIse manner. State the number of
cIIents served, publications Issued, etc. DIscuss achIevements that are not measurable. (SectIon 501(c)(3) and (4) organ-
IzatIons and 4947(a)(l) nonexempt chantable trusts must also enter the amount of grants and allocatIons to others
a _See _S_ta_tt_er_n_e_n_t_l
Program SerVIce Expenses
(ReiuIred for 501(c)(3) and
organIzatIons and
trusts. but
optIona or others)
113 s a361th T7 1, 983 512 .
Inset: _Set_el_nen_t1 _I:t9h
Zaram; a'nE SIISCEIBHS s - T7 111, 3 5 8 .
c
Eram; 5,13 s "rstEEIchTI Ti
d
Zaram; s TnaticIFeTngtianfceEkIIQJ W
e Other program serVIces
(Grants and allocatIons If thIs amount Includes foreIgn grants, check here H
f Total of Program Service Expenses (should equal lIne 44, column (B), Program serVIces) 2 094 870 .
BAA Form 990 (2005)
TEEA0103 10/14/05
CITIZENAUDIT.ORG PAGE #4
Form 990 (2005) Donors Trust, Inc . 52-2166327 Page4
Balance Sheets (See Instructions)
Note: Where reqwred, attached schedules and amounts Within the description (A) (B)
column should be for end-ofyear amounts only Beginning of year End of year
45 Cash - non-Interest-beanng 45
46 and temporary cash Investments 950 112 . 46 1 533 906 .
47a Accounts receivable 47a 81 608 . _i
b Less allowance for doubtful accounts 47b 48a Pledges receivable 483
b Less: allowance for doubtful accounts 48!: 48c
49 Grants receivable 49
A 50 Receivables from officers, directors, trustees, and key
2 employees (attach schedule) . . 50
g 51a Other notes loans recelvable (attach sch) 51 a
s b Less: allowance for doubtful accounts . 51 b 51c
52 lnventones for sale or use 52
53 Prepaid expenses and deferred charges Investments securities (attach schedule) L- 54 Stmt: >El Cost FMV 600 379 . 54 948 556 .
55a Investments land, buildings, equnpment. 553 19 542 .
b Less accumulated deprecratlon
(attach schedule) L55 55b 13,844. 6,498. 55c 5,698.
56 Investments other (attach schedule) 56
573 Land, and equrpment: basrs 57a
b Less accumulated deprecnatlon
(attach schedule) . 57b 57c
58 Other assets (describe Deposits Total assets (must equal line 74). Add lines 45 through Accounts payable and accrued expenses Grants payable 61
62 Deferred revenue . 62
1 63 Loans from officers, directors, trustees, and key employees (attach schedule) 63
1 64a Tax-exempt bond (attach schedule) 643
IIE b Mortgages and other notes payable (attach schedule) 64b
5 65 Other liabilities (describe 65
66 Total liabilities. Add lines 60 through Organizations that follow SFAS 117, check here and complete lines 67
g through 69 and lines 73 and 74
A 67 Unrestricted 1,630,152. 67 2,566,443.
3 68 Temporarily 68
i 69 Permanently restricted . 69
(3 Organizations that do not follow SFAS 117, check here D and complete lines
F 70 through 74.
E 70 Capital stock, trust pnnCIpal, or current funds 70
71 Paid-In or capital surplus, or land, building, and equrpment fund 71
3 72 Retained earnings, endowment, accumulated Income, or other funds 72
Q 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through AW
5 72, column (A) must equal line 19; column (B) must equal line 21) 1 630Total liabilities and net assetslfund balances. Add lines BAA Form 990 (2005)
10/17/05
CITIZENAUDIT.ORG PAGE #5
Form990(2005) Donors Trust, Inc. 52-2166327 Pages
PI Part Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See
Instructlons.
a Total revenue, gains, and other support per audited frnanc1al statements . Amounts Included on line a but not on Part I, Ime 12
1 Net unrealized gains on Investments . 2Donated servnces and use of faculties . b2
1 3Recovenes of pnor year grants b3
40ther (speCIfy)'
b4
Add lines b1 throughb4 . . .. b 52L498.
c Subtract Ime b from line a c 3 347 L827 .
i d Amounts Included on Part I, line 12, but not on line a:
i 1 Investment expenses not Included on Part I, IIne 6b d1
20ther (specnfy).
d2
Add lines Total revenue (Part I, line 12) Add Imes c and d e 3 347 827.
[Part l Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
a Total expenses and losses per audited fInanCIal statements Amounts Included on line a but not on Part I, line 17
1 Donated serwces and use of . b1
2Pnor year adjustments reported on Part I, line 20 b2
1 3Losses reported on Part I, Irne 20 b3 52 498 .
1 40ther (specrfy)
b4
1 Add Imes b1 through b4 b 52, 498.
c Subtract line bfrom llnea . c 2,359, 038.
d Amounts Included on Part I, line 17Investment expenses not Included on Part I, IIne 6b d1
20ther (speCIfy)'
d2
Add lines Total expenses (Part I, lune 17). Add lines Part Current Ofcers, Directors, Trustees, and Key Employees (LIst each person who was an officer, director, trustee,
or key employee at any time dunng the year even If they were not compensated.) (See the Instructions
(3) Title and Iaxaeragiedhours (D) to (E) Expense
per wee evo e I not pai emp eneflt account and other
(A) Name and address to posmon enter -0-) plans and deferred allowances
compensation plans
_WI_1i_t_nx Ea};
1:19
Sec'y Treas. 35+ 101,926. 3,444. 0.
_K_irnb_e_th 9_D_e;1r_1i_s
.61 9 _D9r;o_r_s _T_ri1t_
President 0 0 . 0 . 0.
garage 13i_e_res_09
19 99205.5 _T_rilt_
Director 0 . 0 . 0 .
312193111 i_e_1_ ital:
19 P9110315 _'I'.r11t_
Director 0 . 0 . 0 .
Palate; a_r_l
19 PQQOIE _T_rBt__
VicePresident 0 . 0. 0.
BAA 10/17/05 Form 990 (2005)
CITIZENAUDIT.ORG PAGE #6
Form 990 (2005) Donors Trust, Inc . 522166327 Page 6
I Part VJAI Current Ofcers, Directors, Trustees, and Key Employees (continueQ Yes No
753 Enter the total number of officers, directors, and trustees permitted to vote on organization busmess as board meetings
b Are any officers, directors, trustees, or key employees listed in Form 990. Part V-A, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professwnal and other independent contractors listed in Schedule
A, Part ll-A or B. related to each other through family or buSiness relationships? If 'Yes, attach a statement that
identifies the indiwduals and explains the relationship(s) 75b x I
c Do any officers, directors. trustees, or key employees listed in form 990, Part VA, or highest compensated employees
listed in Schedule A. Part I, or highest compensated professwnal and other independent contractors listed in Schedule
A. Part or receive compensation from any other organizations, whether tax exempt or taxable, that are related
to this organization through common supervnsion or common control?
Note. Related organizations include section 509(a)(3) supporting organizations
If 'Yes, attach a statement that identifies the explains the relationship between this organization and the
other organization(s). and describes the compensation arrangements, including amounts paid to each InleIduaI by each
related organization
d Does the organization have a written conflict of interest policyIPart V-B I Former Ofcers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benets (If any former officer, director, trustee, or key employee received compensation or other benefits (described below)
during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See
the instructions.)
(B) Loans and (C) Compensation (D) Contributions to
(E) Expense
meme Jamaal; sienna?
compensation plans
.1113:
I Part VI I Other Information (See the instructions Yes No
76 Did the organization engage in any actIVity not preViously reported to the If 'Yes,
attach a detailed description of each actiwty 76 X
77 Were any changes made in the organizmg or governing documents but not reported to the 77 X
If 'Yes, attach a conformed copy of the changes.
78a Did the organization have unrelated busmess gross income of $1,000 or more during the year covered by this return? 78a X
b If 'Yes, has it filed a tax return on Form 990-T for this year? 78b
79 Was there a liqUIdation, dissolution. termination, or substantial contraction during the
year? If 'Yes, attach a statement 79 X I
803 Is the organization related (other than by assomation With a stateWIde or nationw1de organization) through common
membership, governing bodies. trustees, officers, etc, to any other exempt or nonexempt organization? 80a X I
b If 'Yes, enter the name of the organization _D<_313_o_r _I1;1c .
and check whether it is exempt or nonexempt
81 a Enter direct and indirect political expenditures. (See line 81 instructions.) 81 a O .
b Did the organization file Form 1120-POL for this year? 81 b X I
BAA Form 990 (2005)
TEEA0106 11/03/05
CITIZENAUDIT.ORG PAGE #7
Form 990 (2005) Donors Trust, Inc . 522166327 Page7
Part VI Other lnfon'nation (continued) Yes No
82 a Did the organization receive donated sewices or the use of materials, eqUIpment, or faCIlities at no charge or at
substantially less than fair rental value7 . . 823 x
b If 'Yes, you may indicate the value of these Items here. Do not include this amount as
revenue in Part I or as an expense in Part II. (See Instructions In Part I 82bI
833 Did the organization comply With the public Inspection reqwrements for returns and exemption applications? 833 X
b Did the organization comply With the disclosure requirements relating to qUId pro quo contributions? 83b A
84a Did the organization sohcrt any contributions or gifts that were not tax deductible? 84a X
b If 'Yes, did the organization include With every solicitation an express statement that such contributions or gifts were - W -
not tax deductible. . . . 84b
85 501(c)(4), (5), or (6) organizations. a Were substantially all dues nondeductible by members? . . . 85a
b Did the organization make only In-house lobbying expenditures of $2,000 or less? . 85b
If 'Yes' was answered to either 85a or 85b. do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year.
c Dues. assessments, and similar amounts from members 85c
d Section 162(e) lobbying and political expenditures 85d
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e
t Taxable amount of lobbying and political expenditures (line 85d less 85e) 85f
9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f7 . 859
h It section dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of
dues allocable to nondeductible lobbying and political expenditures for the followmg tax year7 85h
86 501(c)(7) organizations. Enter. a Initiation fees and capital contributions Included on
line 12 . 863
b Gross receipts, included on line 12, for public use of club faCIlities . . . . 86b I
87 501(c)( 12) organizations Enter. a Gross income from members or shareholders 873 I
bGross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.) 87b
88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301 7701 -2 and 301.7701-3?
If 'Yes, complete Part IX 88 X
89a 501(c)(3) organizations. Enter Amount of tax imposed on the organization during the year under: .
section 4911 Q section 4912> 9 section 4955 _0
b 501(c)(3) and 501(c)(4) organizations Did the organization engage in any section 4958 excess benefit transaction
during the year or did It become aware of an excess benefit transaction from a prior year? If 'Yes, attach a statement
explaining each transaction . . . . . . . 89b x
c Enter: Amount of tax imposed on the organization managers or disqualified persons during the
year under sections 4912, 4955, and 4958 o
d Enter. Amount of tax on line 89c, above, reimbursed by the organization o .
90a List the states With which a copy of this return is filed See Statement Attached
b Number of employees employed in the pay period that - I
91 a The books are In care of Donors Trust Telephone number (703) 535-3563
Located at Iie_ny 4 _22 3_1_4; 2_903
b At any time during the calendar year, did the organization have an interest in or a Signature or other authority over a Yes N
finanCIal account in a foreign country (such as a bank account, securities account. or other finanCIal account)? . 91 b X
If 'Yes, enter the name of the foreign country .
See the Instructions for exceptions and filing requirements for Form TD F 90-22 1, Report of Foreign Bank and
FinanCIal Statements A r i
c At any time during the calendar year, did the organization maintain an office outSIde of the United States? 91 c X
If 'Yes, enter the name of the foreign country
92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041 Check here El
and enter the amount of tax-exempt interest received or accrued during the tax year . . . 92 I
BAA Form 990 (2005)
TEEA0107 02103l06
CITIZENAUDIT.ORG PAGE #8
Form 99%05) Donors Trust
Inc. 522166327 Page8
Part VII I Analysis of Income-Producing Activities (See the Instructions
Note: Enter gross amounts unless
ofherwrse Indicated (A (B) (C) (D)
93 Program serVIce revenue:
3 ADMINISTRATIVE SERVICES
Unrelated busmess Income Excluded by section 512, 513, or 514
(E)
Related or exempt
Busmess code Amount Exclusion code Amount function Income
432, 078.
b
C
d
f Medicare/Medicaid payments
9 Fees
94 Membership dues and assessments
95 Interest on saVIngs temporary cash 14
96 DIVIdends Interest from securities 14
97 Net rental Income or (loss) from real estate.
a debt-financed property
b not
98 Net rental income or (loss) from pers prop
99 Other Investment Income
100 Gain or (loss) from sales of assets
other than Inventory . 1 8
101 NetI
102 Gross profit or (loss) from sales of inventory
103 Other revenue. a
contracts from government agenCIes
7,756.
38,198.
debt-financed property
63,914.
ncome or (loss) from speCIal events
104 Subtotal (add columns (8), (D), and
105 Total (add line 104, columns (B), (D), and .
109,868. 432,078.
541, 946 .
Note: Line 105 plus line ld, Part I, should equal the amount on line 12, Partl
I Part Relationship of Activities to the Accomplishment of Exempt Purposes (See the Instructions
Line Explain how each actIVIty for which Income Is reported In column (E) of Part VII contributed Importantly to the accomplishment
v of the organization's exempt purposes (other than by prowding funds for such purposes).
93a Payment from supporting organization that supports Taxpayer
for administrative and other assistance with supporting
organization' 5 programs, which directly support Taxpayer' s
charitable programs .
I Part IX lnforrnation Regardim Taxable Subsidiaries and Disregarded Entities (See the Instructions)
(A) (B) (C) (D) (E)
Name, address, and EIN of corporation, Percentage of Nature of actwmes Total End-of-year
partnership, or disregarded entity ownership Interest Income assets
Part X lnfonnation Regarding Transfers Associated with Personal Benet Contracts (See the instructions)
a Did the organization, during the year, receive any funds, directly or Indirectly, to pay premiums on a personal benefit contract7 Yes No
b Did the organization, during the year, pay premiums, directly or Indirectly, on a personal benefit contract? Yes No
Note: If 'Yes' to file Foim 887p andForm 4720 (see Instructions)
- - lare that I have exal-
,0
Under enalti .
true, cgrrect
ed Isret rn, Incl din acco an In ched les and statem ntsIslbas d on of which preparerias any knowleggc' o y owe 96 and belief claration of prepar
Please I 2 00f 299$
Date
Here Whitney L Ball cutive Director
Type or print name and title I A
Preparer's Date 'f (see
Pm. s'gnaure employed P IYI
arer's Firm's name (Or y ADMINISTRATION LLC
yours If self-
se ean toyed). d b 2 v EIN
Eip'fif' 3" Ari ington Phone no
BAA
TEEA0108 10/18l05 Form 990 (2005)
CITIZENAUDIT.ORG PAGE #9
Organization Exempt Under OMB No 1545-0047
gsynEggououggam Section 501(c)(3)
- tP' t F dti dSct' 501 ,501 ,501k,
(excepsori; gr ghariglzle Tug)
Supplementary lnfonnation (See separate instructions.)
Department of the Treasury
Internal Revenue Semce MUST be completed by the above organizations and attached to their Form 990 or 990-EZ.
Name of the organization Employer identication number
Donors Trust, Inc. 52-2166327
I Part I I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See Instructions. List each one If there are none, enter 'None.')
Name and address of each Title and average Compensation (0 Expense
employee ad more hours per week 0 employee benem account and other
than 0,000 devoted to posntlon allowances
_Sec_i_r -
Address in c/o taxpayer Marketing Director 40 65, 016 . 206. 0.
991 _S_imi_nso_n
Address in c/o taxpayer Program Administrator Total number of other employees paid
over $50,000 . None
I Part II A I Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See Instructions each one (whether InleIduaIS or rms). If there are none, enter 'None.')
Name and address of each Independent contractor paid more than $50,000 Type of servrce Compensation
Total number of others recervung over
$50,000 for professmnal servrces None .
[Part II B I Compensation of the Five Highest Paid Independent Contractors for Other Services
(List each contractor who performed servrces other than professronal servrces, whether IndIVIduals or firms If there are none,
enter 'None. See Instructions
Name and address of each Independent contractor paid more than $50,000 Type of servrce Compensation
_N_ere .
Total number of other contractors
over $50,000 for other serwces None
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ. Schedule A (Form 990 or 990-EZ) 2005
TEEA0401 08/09/05
CITIZENAUDIT.ORG PAGE #10
Schedule A (Form 990 or 990-EZ) 2005 Donors Trust Inc . 522 166327 Page 2
Statements About Activities (See instructions.) Yes No
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt
to influence public opinion on a legislative matter or referendum? If 'Yes, enter the total expenses paid
or incurred in connection With the lobbying actiwties
(Must equal amounts on line 38, Part or line i of Part VI-B) 1 x
Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other
organizations checking 'Yes' must complete Part VI-B AND attach a statement giVing a detailed description of the
lobbying actiwties
2 During the year, has the organization, either directly or indirectly, engaged in any of the followmg acts With any .
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or With any
taxable organization With which any such person is affiliated as an officer, director, trustee, majority owner, or principal
benefICIary? (If the answer to any question IS 'Yes, attach a detailed statement explaining the transactions
a Sale, exchange, or Ieasmg of propertyLending of money or other extensron of credit? 2b X
c Furnishing of goods, sewices, or faCIlities7 2c X
See Part V, Form 990
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? 2d X
e Transfer of any part of its income or assets? See Line 2 2e X
33 Do you make grants for scholarships, fellowships, student loans, etc? (If 'Yes, attach an
explanation of how you determine that reCIpients qualify to receive payments 33 X
b Do you have a section 403(b) annUity plan for your employees? 3b X
c During the year, did the organization receive a contribution of qualified real property interest under section 170(h)7 3c X
43 Did you maintain any separate account for partiCIpating donors where donors have the right to prowde adVice
on the use or distribution of fundsyou prowde credit counseling, debt management, credit repair, or debt negotiation serwces? 4b x
IPart IV Reason for Non-Private Foundation Status (See instructions.)
The organization is not a private foundation because it is. (Please check only ONE applicable box
5 A church, convention of churches, or assomation of churches. Section
A school Section (Also complete Part V.)
A hospital or a cooperative hospital sewice organization Section
A Federal, state, or local government or governmental unit Section
A medical research organization operated in conjunction With a hospital. Section Enter the hospital's name, city,
and state
10 D An organization operated for the benefit of a college or univer5ity owned or operated by a governmental unit. Section l70(b)(l)(A)(iv)
(Also complete the Support Schedule in Part
woosim
11 a An organization that normally receives a substantial part of its supgort from a governmental unit or from the general public.
Section (Also complete the Support Schedule in art
11 b A community trust Section (Also complete the Support Schedule in Part
12 [3 An organization that normally receives (1) more than of its support from contributions, membership fees, and gross receipts
from actIVIties related to its charitable, etc, functions sub ect to certain exceptions, and (2) no more than 33-1l3% of its support
from gross investment income and unrelated busmess taxa le income (less section 511 tax) from busmesses acqwred by the
organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A)
13 D An orgbanization that is not controlled by any disqualified ersons (other than foundation managers) and supports organizations
descri ed in (1) lines 5 through 12 above; or (2) section 01 (5), or (6), if they meet the test of section 509(a)(2) Check the
box that describes the type of supporting organization. Dpe 1 Type 2 Type 3
Prowde the followmg information about the supported organizations (See instructions
Name(s) of supported organization(s) Line number
from above
14 H An organization organized and operated to test for public safety. Section 509(a)(4). (See instructions
3AA TEng 08/09/05 Schedule A (Form 990 or Form 990-EZ) 2005
CITIZENAUDIT.ORG PAGE #11
Schedule A (Form 990 or 990-EZ) 2005
Donors Trust
Inc .
522166327
Page 3
_|Part Support Schedule (Complete only If you checked 12.) Use cash methodofaccounting.
Note: You may use the worksheet In the Instructions for from the accrual to the cash method of
Calendar year (or scal year
beginning in)
b
2834
2933
C)
2 02
d)
201
Theth
15
GIfts, grants, and contrIbutIons
recered. (Do not Include
unusual grants See Me 28.)
1, 585,251.
1,020,852. 1,
067 912 .
743, 044 .
4,417,059.
16
MembershIp fees recered
17
Gross receIpts from
merchandIse sold or serVIces performed,
or furnIshIng of In any actIVIty
that Is related to the organIzatIons
chantable, etc, purpose
342, 052 .
189,383 .
102, 129.
36,216.
669, 780 .
18
Gross Income from Interest, dIVIdends,
amounts recered from payments on
securItIes loans (sectIon
rents, royaltIes, and unrelated busmess
taxable Income (less sectIon 511 taxes)
from busmesses acquued by the organ-
IzatIon after June 30, 1975
14,874.
7,851.
8,276.
13,300.
44,301.
19
Net Income from unrelated busmess
actIVItIes not Included In Me 18
20
Tax revenues leVIed for the
organIzatIon's benet and
eIther aId to It or expended
on Its ehalf
21
The value of serVIces or
facIlItIes furnIshed to the
organIzatIon by a governmental
unIt WIthout charge Do not
Include the value of serVIces or
generally furnIshed to
the publIc WIthout charge
Other Income. Attach a
schedule. Do not Include
gaIn or (loss) from sale of
capItal assets
Total of ms 15 through 22
1,942,177.
1,218,086. 1,
178,317.
792, 560.
5,131,140.
24
LIne 23 mInus IIne 17
1,600,125.
1,028,703. 1,
076, 188.
756,344.
4,461,360.
Enter 1% of Me 23
19,422.
12,181.
11,783.
7,926.
26
Organizations described on lines 10 or 11:
return. Enter the total of all these excess amounts
2
e PublIc support (lIne 26c mInus |Ine 26d total)
c Total support for sectIon 509(a)(1) test. Enter lIne 24, column
d Add Amounts from column for Mes 18 44 301 . 19
26b 1,798,541.
f Public support percentage (line 2612 (numerator) divided by line 26c (denominator))
a Enter 2% of amount In column Me 24
b Prepare a st for your records to show the name of and amount contnbuted by each person (other than a governmental unIt or pubIIcly
supported organIzatIon) whose total mm for 2001 through 2004 exceeded the amount shown In Me 26a. Do not file this list with your
26a
89,227.
26b
1,798,541.
V
26c
4,461,360.
26d
1, gay822 .7
26c
2, 618, 518 .
26f
58.69
27 Organizations described on line 12:
a For amounts Included In lInes 15, 16, and 17 that were recered from a 'dIsqualIerd person, prepare a lIst for your records to show the
name of, and total amounts recered In each year from, each 'dIsqualIerd person. Do not le thIs list with your return. Enter the sum of
such amounts for each year:
(2004) (2003) (2002) (2001)
bFor any amount Included In Me 17 that was recered from each person (other than persons), prepare a lIst for your records
to show the name of, and amount recered for each year, that was more than the larger of (1) the amount on IIne 25 for the year or (2)
$5,000. (Include In the st organIzatIons descrIbed In lInes 5 through 11b, as well as IndIVIduals Do not le this list with your return.
After computIng the dIfference between the amount recered and the larger amount descrIbed In (1) or (2), enter the sum of these
dIfferences (the excess amounts) for each year:
(2004) (2003) (2002) (2001)
c Add: Amounts from column for MesAdd LIne 27a total and Me 27b total 27d
e PublIc support (IIne 27c total mInus lIne 27d total) . 27e
t Total support for sectIon 509(a)(2) test: Enter amount from Me 23, column 1 27f I M a
9 Public support percentage (line 27e (numerator) divided by line 27f (denominator)) 1
h Investment income percentage (line 18, column (numerator) divided by line 271(genominator 27h
28 Unusual Grants: For an organIzatIon descrIbed In Me 10, 11, or 12 that recered an unusual rants durIng 2001 through 2004, prepare a
lIst for your records to show, for each year, the name of the contrIbutor, the date an amount 0 the grant, and a brIef descrIptIon of the
nature of the grant Do not le this list with your return. Do not Include these grants In km 15.
BAA
TEEAM03 02/03/06
Schedule A (Form 990 or 990-EZ) 2005
CITIZENAUDIT.ORG PAGE #12
Schedule A (Form 990 or 990-EZ) 2005 Donors Trust Inc. 52 -2 166327 Page 4
[Part V [Private School Questionnaire (See instructions)
(To be completed ONLY by schools that checked the box on line 6 in Part IV) N
Yes No
29 Does the organization have a rac1a|ly nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . 29
30 Does the organization include a statement of its raCIally nondiscriminatory policy toward students in all Its brochures,
catalogues, and other written communications With the public dealing With student admis5ions, programs, 7 A e H7 7
and scholarships? . 30
31 Has the organization publiCized its raCIally nondiscriminatory policy through newspaper or broadcast media during
the period of solicnation for students, or during the registration period if it has no so iCitation program, in a way that
makes the policy known to all parts of the general community it serves? . 31
If 'Yes, please describe; if 'No, please explain (If you need more space, attach a separate statement.)
32 Does theorganization_mamtain thefollowmg: - V w m
a Records indicating the raCial composmon of the student body, faculty, and administrative staff? 32a
b Records documenting that scholarships and other finanCIaI a55istance are awarded on a racially
nondiscriminatory ba5is? . 32b
c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
With student programs, and scholarships? 32c
d Copies of all maternal used by the organization or on its behalf to contributions? 32d
If you answered 'No' to any of the above, please explain. (If you need more space, attach a separate statement
33 Does the organization discriminate by race in any way With respect to:
a Students' rights or priVIIeges? 33; iA
b polICIes? 33b
c Employment of faculty or administrative staff? 33c
d Scholarships or other finanCIal a55istance? 33d
e Educational poliues? 33e
f Use of faCIlities? 33f
9 Athletic programs? 339
h Other extracurricular actiwties? 33h
If you answered 'Yes' to any of the above, please explain (If you need more space. attach a separate statement)
343 Does the organization receive any finanCIal aid or aSSistance from a governmental agency? 34;
b Has the organization's right to such aid ever been revoked or suspended? 34b
If you answered 'Yes' to either 34a or b, please explain usmg an attached statement
35 Does the organization certify that it has comglied With the a glicable reqUIrements of
sections 4.01 through 4.05 of Rev Proc 75-5 1975-2 C B 7, covering raCIal
nondiscrimination? If 'No, attach an explanation 35
BAA
TEEA0404 08/08/05
Schedule A (Form 990 or 990-EZ) 2005
CITIZENAUDIT.ORG PAGE #13
Schedule MForm 990 or 990-EZ) 2005 Donors Trust: Inc . 52-2166327 Page 5
_|Part ILobbying Expenditures b Electing Public Charities (See Instructlons)
(To be completed ONLY by an e iglble organization that filed Form 5768)
Check a H if the organization belongs to an afliated group
Check b m If you checked and 'limited control' apply.
Limits on Lobbying Expenditures
(The term 'expenditures' means amounts paid or Incurred.)
Affiliated group
totals
To be completed
for ALL electing
organizations
813
Total lobbying expenditures to influence publlc opinion (grassroots lobbying)
Total lobbying expenditures to influence a legislative body (dIrect lobbying)
Total lobbying expenditures (add lines 36 and 37)
Other exempt purpose expenditures .
Total exempt purpose expenditures (add lines 38 and 39)
Lobbying nontaxable amount. Enter the amount from the followmg table
If the amount on line 40 is
Not over $500,000
Over $500,000 but not over $1,000,000
Over $1,000,000 but not over $1,500,000
Over $1,500,000 but not over $17,000,000
Over $17,000,000 $1,000,000
Grassroots nontaxable amount (enter 25% of line 41)
Subtract line 42 from lune 36. Enter -0- If line 42 is more than line 36
Subtract line 41 from lIne 38. Enter -0- if lune 41 is more than lme 38 .
20% of the amount on line 40
The lobbying nontaxable amount is -
$100,000 plus 15% of the excess over $500,000
$175,000 plus 10% of the excess over $1,000,000
$225,000 plus 5% of the excess over $1,500,000
Caution: If there is an amount on either line 43 or line 44, you must file Form 4720.
37
39
41
tee
4 -Year Averaging Period Under Section 501
(Some organizations that made a section 501 electron do not have to complete all of the five columns below.
See the Instructions for lines 45 through 50
Lobbying Expenditures During 4 -Year Averaging Period
Calendar year
(or fiscal ygar 2005 2004 2003 2002 Total
beginning in)
45 nontaxable
amount Lobbying ceiling amount
(150% of line 45(e))
47 Total lobbying
expenditures Grassroots non-
taxable amount Grassroots ceiling amount
(150% of line 48(e))
50 Grassroots lobbying
expenditures [Part VI-B [Lobbying Activity by Nonelectin Public Charities
(For reporting only by organizations that Id not complete Part (See instructions.)
During the year, did the organization attempt to influence national, state or local legislation, includlng any
attempt to influence publlc opinion on a leglslatlve matter or referendum, through the use of: YES NO Amount
a Volunteers . x
b Paid staff or management (Include compensatlon in expenses reported on lines c through x
c Media advertisements X 0 .
d Mailings to members, legislators, or the public X 0 .
e Publications, or published or broadcast statements X 0 .
f Grants to other organizations for lobbying purposes . X 0 .
9 Direct contact With legislators, their staffs, government ofcuals, or a legislative body x o
h Rallies, demonstrations, seminars, conventlons, speeches, lectures, or any other means X 0 .
i Total lobbying expenditures (add lines c through . O .
If 'Yes' to any of the above, also attach a statement givmg a detailed description
BAA
TEEAO405 08/08/05
of the lobbying actiwties
Schedule A (Form 990 or 990-EZ) 2005
CITIZENAUDIT.ORG PAGE #14
Schedule A (Form 990 or 990-EZ) 2005 Donors Trust: Inc . 52 2 166327 Page 6
-IPart V I Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See instructions)
51 Did the reporting organization directly or Indirectly engage in any of the followmg With any other organization described in section 501
of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a noncharitable exempt organization of Yes No
(i)Cash . . 51 a X
(ii)Other assets . . . a x
l b Other transactions'
(i)Sales or exchanges of assets With a noncharitable exempt organization
(iDPurchases of assets from a noncharitable exempt organization
of faCilities, equipment, or other assets
(iv)ReImbursement arrangements
l (v)Loans or loan guarantees
(vi)Performance of serwces or membership or fundraismg solimtations
l
l
l
c Sharing of faCIlities, equipment, mailing lists, other assets, or paid employees c
d If the answer to any of the above is 'Yes, comglete the followmg schedule. Column should alwa 5 show the fair market value of
the oods, other assets, or sewices given by t e reportin or anization If the organization receive less than fair market value in
any ransaction or sharing arrangement, show in column d) e value of the goods, other assets, or sewices receivedLine no. Amount involved Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements
523 Is the organization directly or indirectly affiliated With, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277 Yes No
b If Yes the fol schedule.
(0
Name of organization Type of organization Description of relationship
BAA Schedule A (Form 990 or 990-EZ) 2005
08/08/05
CITIZENAUDIT.ORG PAGE #15
Form 990 Schedule of Gains and Losses from 2005
Line and 8(3) Sale of Assets Other than Inventory
Statement Attach to return
Name Employer Identification Number
Donors Trust, Inc. 52-2166327
Part I, Line 8, Column (A) Securities
Public Securities
Gross
Description Sales Price Ba5is
Publicly Traded Securities 373, 535. Cost 309, 621.
Selling Expenses
Ba5is 309,621.
Nonpublic Securities
Cost, other baSlS or
Date AchIred Date Sold Gross FMV when donated
Description and Method and to Whom Sales Price (State which on top)
Total Securities 373,535. I I 309,621.
Gain or (Loss) from Sale of Securities I 63 914 .
Part I, Line 8, Column (3) Other Assets
Date Acqwred Date Sold Gross Cost, other bass or
Description and Method and to Whom Sales Price FMV when donated
Cost
. - DepreCIation
Ba5is
Donation FMV
Cost
DepreCIation
Ba5is
Donation FMV
Cost
. DepreCIation
Ba5is
Donation FMV
Cost
DepreCIation
Ba5is
Donation FMV
Total Other Assets
Gain or (Loss) from Sale of Other Assets
TEEW0201 SCR 10/27/05
CITIZENAUDIT.ORG PAGE #16
Donors Trust, Inc. 52-2166327 1
Form 990, Page 5, Part V-A
List of Ofcers, Etc. Statement
(A) (B) (C) (D) (E)
Name and address Title and Compensation Contributions Expense
average hours per at not paid, to employee account
week devoted enter 41-) benefit plans and other
to posrtlon and deferred allowances
compensation
William J Hume
c/o Donors Trust Director
REACHED
DONORSTRUST
Form 990, Page 4, Part IV, Line 54
Investments - Securities Statement
Beginning End of
Line 54 Investments - Securities: of Year Year
Corporate Stocks 0. 0.
Corporate Bonds 0. O.
Other Publicly Traded Securities 600,379. 948,556.
Other Securities 0. 0.
Total 600,379. 948,556.
Form 990, Page 4, Part IV, Lines 55a 55b
Investments - Land, Buildings and Equipment Statement
(3)
Cost/Other Accumulated Book Value
Basrs Deprecratlon
Office furniture equipment 19,542. 13,844. 5,698.
Total 19,542. 13,844. 5,698.
Explanatlon Statement
Form/Line: Schedule A, Page 2 Part Line 2d
Explanatlon of: Directly or Indirectly Engage in Certain Activities
See 990 Part V. Payment of compensation in excess of to Whitney
L Ball, Executive Director of the organization.
CITIZENAUDIT.ORG PAGE #17
Donors Trust, Inc. 52-2166327
Supporting Statement of:
Form 990 p 1/Line 1d - Noncash
Description
Amount
Total
269 627 .
Supporting Statement of:
Form 990 p 1/Line 20
Description
Amount
Unrealized loss on investments
-52,498.
Total
-52,498.
Supporting Statement of:
Form 990 p 3/Grants Allocationsa
Description
Amount
See attached schedule for grant details
1,789,224.
Total
1,789,224.
Supporting Statement of:
Form 990 p 4/Line 60, column (A)
Description
Amount
Misc accounts payable
Accrued employee benefits
8,189.
3,375.
Total
11, 564.
Supporting Statement of:
Form 990 p 4/Line 47a
Description
Amount due from Donors Capital Fund
Amount
81,608. i
i
CITIZENAUDIT.ORG PAGE #18
Donors Trust, Inc. 52-2166327 3
Continued
Supporting Statement of:
Form 990 p 4/Line 47a
Description Amount
Total 81 608 .
Supporting Statement of:
Form 990 p 4/Line 53, column (B)
Description Amount
Misc prepaid expenses 470.
Total 47 o .
Supporting Statement of:
Form 990 p 4/Line 60, column (B)
Description Amount
Misc accounts payable 4,324.
Accrued employee benefits 1, 405.
Total 5 72 9 .
Supporting Statement of:
Gain or Loss Statement/Public sales price
Description Amount
Proceeds from sale of various marketable securities 373,535 .
Total 373,535.
Supporting Statement of:
Gain or Loss Statement/Public cost amount
Description Amount
Less: Cost basis of marketable secs sold 309 621.
Total 309,621.
CITIZENAUDIT.ORG PAGE #19
Additional Information For Tax Return
Donors Trust, Inc. 52-2166327
PART HI, PRIMARY EXEMPT PURPOSE
SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE
INITIATIVES, MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING
TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN
RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY AND
INDIVIDUAL GIVING AND RESPONSBILITY AS AN ANSWER TO NEEDS, AS OPPOSED
TO GOVERNMENTAL INVOLVEMENT.
DESCRIPTION OF PROGRAM SERVICE ONE
SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE
INITIATIVES, MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING
TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN
RELATIONS AND ARTS AND AND WHICH ENCOURAGE PHILANTHROPY AND
INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO NEEDS, AS OPPOSED
TO GOVERNMENTAL INVOLVEMENT.
DESCRIPTION OF PROGRAM SERVICE Two
THE PROJECT FOR NEW PHILANTHROPY STUDIES (NPS) IS A PROGRAM OF DONORS TRUST THAT
ENGAGES SCHOLARS AND PRACTITIONERS SEEKING TO BETTER UNDERSTAND THE ROLE OF
VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL COOPERATION AND
DISTRIBUTION OF PRIVATE AND PUBLIC GOODS.
Part VI, Line 90a
CITIZENAUDIT.ORG PAGE #20
Cert 7005 1160 0003 9457 3696
Form 8868 (Rev 12-2003L Donors Trust Inc. 522166327 Page2
0 It you are filing for an Additional (not automatic) 3-tllonth Extension. complete only Part II and check this box . . . ..
Note. Only complete Part II it you have already been granted an automatic 3-month extenSIon on a prewously filed Form 8868.
0 ll ou are fili for an Automatic 3Month Extension com ete on Part I on a e 1
Part II Additional (not automatic) 3-Month Extension of Time Must File Orijinal and One Copy.
Name at Exempt Organtnn . Employer Macedon nunbcr
Type or . -.
print Donors Trust, Inc. 522166327
Nimber. street. and room or suue nunber It a P 0. box. see instructions. For use only
Filo by the
33mm
mm it! 111 North Henry Street Alexandria VA 22314
Check type of return to be led (File a separate application for each return):
Form 990 Form 990-T (section 401 or 408(a) trust) Form 5227
Form 990.3L Form 990-T (trust other than above) Form 6069
Form 990-EZ Form 1041 -A Form 8870
Form 990-PF Form 4720
STOP: Do not complete Part II it you were not already granted an automatic 3-month extension on a previously filed Form 8868.
O The books are in care of Donors Trust
Telephone No. 21116} FAX No
0 If the organization does not have an office or place of busmess In the United States. check this box . .. . . .
0 If this is for a Group Return, enter the organizations four digit Group Exemption Nu-nber (GEN) .. If this is for the
whole group, check this box . . If it is part of the group. check this box . . D and attach a list With the names and EINs of all
members the extension is for.
4 I request an additional 3-month extensmn of time until _l 20
5 For calendar year _2995_ . or other tax year beginning . 20 . and ending 20
6 If this tax year is for less than 12 months, check reason: U Initial return D Final return Change in accounting period
7 State in detail why you need the extension gf_ is_
.29 Q5. 21.11139; _as i_t_ slid. geese signs 93.111121; all. _ir_1f_o_rr_nait_i9r;
_n_eed_e<_i 9039 lets _f 21.1. en_d_ escalate. r_e_tiu;n_
Be If this application is for Form 990-BL. 990-PF. 990-T. 4720. or 6069. enter the tentative tax, less any
nonrefundable credits. See instructions . . . s o .
b If this application is for Form 990-PF, 990-T, 4720. or 6069, enter any refundable credits and estimated tax
ayments made. Include any pri0r year overpayment allowed as a credit and any amount paid preViously With
orm .. ..
c Balance Due. Subtract line 8b from line Ba Include your payment With this form, or, if required. deposn With
FTD coupon or. if reqwred, by usmg (Electronic Federal Tax Payment System). See instructions 0
Signature and Verification
giggiiglgeie'iuy. I def Br; that l have to we :ethuiss. L and statements. and to the best ot my and belief, it is true.
Tutu Date
Notice to Applicant To be Copleted by the IRS
is application. Please attach this form to the organization's return.
We have approved
We have not approved this application. However. we have granted a 10-day grace period trom the later of the date shown below or the
due date of the organization's return (including any prior exten5ions). This grace period is consrdered to be a valid extensmn of time for
elections otheniVise reqwred to be made on a imer filed return. Please attach this form to the organization's return.
We have not approved this application. After conSidering the reasons stated in item 7. we cannot grant your request for an extensmn of
time to file. We are not granting a 10-day grace period.
6
El We cannot consider this application because it was filed after the extended due date of the return for which an extensmn was requested.
Director Date
Alternate Mailing Address Enter the address if you want the copy of this application for an additional 3-month extenSion returned to an
address different than the one entered above.
Mm
Charitable Entity Administration LLC
Typeor
9 2009 14th St N 410
Ely town. province or state. and country (Indudlng postal or my code)
Arlington VA 22201-2514
3 Finosoz wows Form8868 (Rev 12-2004)
CITIZENAUDIT.ORG PAGE #21
Form Application for Extension of Time to File an
- (Rev December 2004) Exempt orgamzatlon Return OMB No. 1545-1709
Department of the Treasury
Internal Revenue Service File a separate application for each return
0 If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box
0 If y0u are filing for an Additional (not automatic) 3-Month Extension. complete only Part II (on page 2 of this form).
Do not complete Part/I unlessyou have already been granted an automatic 3-month extension on a preVIously filed Form 8868
3! [Automatic 3-Month Extension of Time - Only submit original (no copies needed)
Form 990-T corporations requesting an automatic 6-month exten5ion check this box and complete Part only D
All other corporations (including Form 990-C filers) must use Form 7004 to request an exten5ion of time to file income tax returns
Partnerships, and trusts must use Form 8736 to request an extensmn of time to file Form 1065, 1066, or 1041.
Electronic Filing Form 8868 can be filed electronically if you want a 3-month automatic extenSion of time to file one of the returns noted
below (6-months or corporate Form 990-T filers) However, you cannot file it electronically if you want the additional (not automatic) 3-month
extensmn, instead you must submit the fully completed Signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this
form, Vi5it
Name of Exempt Organization Employer identication number
Type or
rint
.ie bythe Donors Trust, Inc. 52-2166327
due date for Number, street. and room or smte number If a P 0 box. see instructions
filing your
return See 111 North HenerStreet
Instructions, City. town or post office For a fareign address, see Instructions state z|p code
Alexandria VA 223142903
Check type of return to be led (file a separate application for each return)
Form 990 Form 990-T (corporation) Form 4720
Form 990-BL Form 990-T (section 401 or 408(a) trust) Form 5227
Form 990-EZ Form 990-T (trust other than above) Form 6069
Form 990-PF Form 1041 -A Form 8870
0 The books are in the care of Donors Trust
0 If the organization does not have an office or place of busmess in the United States. check this box
0 lf this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) A . If this is for the whole group,
check this box . If it is for part of the group, check this box D and attach a list With the names and EINs of all members
the exten5ion Will cover.
1 I request an automatic 3-month (6-months for a Form 990-T corporation) exten5ion of time until _A1_1g 20 _0
to file the exempt organization return for the organization named above The exten5ion is for the organization's return for
calendar year 20 _0 or
tax year beginning 20 and ending 20
2 If this tax year Is for less than 12 months, check reason: D Initial return Final return D Change in accounting period
33 If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions 0.
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made.
Include any prior year overpayment allowed as a credit 0 .
c Balance Due. Subtract line 3b from line 3a Include your payment With this form, or, if reqUIred, deposn With FTD
coupon or, if requ1red, by usmg EFTPS (Electronic Federal Tax Payment System) See instructions 0
Caution. If you are gomg to make an electronic fund Withdrawal With this Form 8868. see Form 8453-EO and Form 8879-EO for
ngment instructions.
BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions. Form 8868 (Rev 12-2004)
F lF 20501 01/07/05
CITIZENAUDIT.ORG PAGE #22
Donors Trust, Inc.
Grantee
A Woman's Choice
Acton Institute
Africa Fighting Malaria lnt., Inc.
Alliance Defense Fund
American Friends of the Hebrew University
American Civil Rights Institute
American Council on Science 8. Health
American Enterprise Institute
American Friends of IEA
American Museum of National History
American Red Cross
American Spectator Educational Fnd.
Americans for Prosperity Foundation
Americans For Tax Reform Foundation
Americares
America's Future Foundation
Antioch Baptist
Arizona Commuity Foundation
Aspen's Strategic lnitative Institute
Atlas Economic Research Foundation
Bible Literacy Project
Bill of Rights Institute, The
Blacksmith Institute
Bowdoin College
Boy Scouts of America
Bridge School
Bureaucrash Foundation, Inc.
CA Catholic Women's Forum
California Public Policy Foundation
Campus Crusade for Christ
Capital Research Center
Carnegie Mellon University
Catholic Bishop of Chicago
Catholic Relief Services
Cato Institute
Center for Education Reform
Center for Freedom 8 Prosp. Foundation
Center for Independent Employees
Center for the Study of Popular Culture
Christian Freedom International
Claremont Institute
for Vol. Nonprot of Marin
2005 Form 990
Grantee Address
6201 Leesburg Pike, Suite 220
161 Ottawa NW, Ste. 301
2600 Ave NW,
15333 North Pima Road, Suite 165
11 East 69th Street
PO Box 188350
1995 Broadway, 2nd Floor
1150 17th Street, NW.
2000 North 14th Street, Ste. 550
Central Park W 79th St
PO Box 37243
1611 N Kent St, Ste 901
1726 M Street, NW 10th Floor
1920 L Street N.W., Suite 200
88 Hamilton Avenue
2001 L Street NW, Ste 1050
11484 St. Just Road
2201 E. Camelback Road, Ste. 202
767 Fifth Avenue, Suite 4200
2000 N. 14th St., Suite 550
10332 Main Street, No 353
200 North Glebe Road, Suite 1050
2 Park Avenue, 29th FL
4101 College Station
1325 W. Walnut Hill Lane
545 Eucalyptus Ave.
831 Beacon Street, #330
PO Box 3294
PO Box 931
100 Lake Hart Drive
1513 16th Street, NW
5000 Forbes Avenue
PO. Box 1979
PO Box 17145
1000 Massachusetts Avenue, NW
1001 Connecticut Avenue, N.W., Suite 204
PO Box 10882
PO Box 2421
4401 Wilshire Blvd., 4th FL
PO. Box 535
937 West Foothill Blvd., Ste E
650 Las Gallinas Ave.
Falls Church, VA 22044
Grand Rapids, MI 49503
Washington, DC 20037-1609
Scottsdale, AZ 85260
New York, NY 10021
Sacramento, CA 95818
New York, NY 10023
Washington, DC 20036
Arlington, VA 22201
New York, NY 10024
Washington, DC 20013
Arlington, VA 22209
Washington, DC. 20036
Washington, DC 20036
Stamford, CT 06902
Washington, DC 20036
Unionville, VA 22567
Phoenix, AZ 86016
New York, NY 10153-0059
Arlington, VA 22201
Fairfax, VA 22030
Arlington, VA 22203
New York, NY 10016
Brunswick, ME 04011-8432
Irving, TX 75015-2079
Hillsborough, CA 94010
Newton MA 02459
Los Altos, CA 94024
Camarillo, CA 93011-0931
Orlando, FL 32832
Washington, DC 20036-1480
PA 15213-3890
Chicago IL 60690-1979
Baltimore, MD 21298-8451
Washington, DC 20001-5403
Washington, DC 20036
Alexandria, VA 22310-9998
Spartanburg, SC 29034
Los Angeles, CA 90010
Front Royal, VA 22630
Claremont, CA 91711
San Rafael, CA 94903
EIN 52-2166327
Grant Amount
$1,200.00
$14,500.00
$7,500.00
$250.00
$5,000.00
$1,000.00
$250.00
$9,500.00
$40,250.00
$5,000.00
$2,000.00
$10,000.00
$200,250.00
$1,000.00
$1,000.00
$240.00
$1,000.00
$500.00
$10,000.00
$2,000.00
$20,000.00
$9,250.00
$14,000.00
$250.00
$250.00
$5,000.00
$12,360.00
$1,200.00
$1,250.00
$1,200.00
$6,000.00
$1,000.00
$10,000.00
$1,000.00
$33,100.00
$500.00
$6,000.00
$41,085.00
$500.00
$3,000.00
$250.00
$5,000.00
CITIZENAUDIT.ORG PAGE #23
Donors Trust, Inc.
Grantee
Coast Guard Foundation
Coastal Peaks Association
College of New Rochelle, The
Columbia University
Competitive Enterprise Institute
Cornell Laboratory of Ornithology
Cornerstone Community Schools
CURE
Danish Immigrant Museum
Diocese of San Jose
BA for a Sustainable America
Donors Forum on International Affairs
East Harlem Churches 8 Comm. Urban Cntr.
ELFUN Community Foundation
Falls Church Episcopal Church
Federation for Amer. Immigration Reform
Foundation Endowment
Foundation for Cultural Review
Free Enterprise Institute
Friends of the Library
Friends of the Windows
Fully Informed Jury Association
Fund for American Studies, The
Furman University
George Mason University Foundation
Grameen Foundation USA
Grassroot Institute of Hawaii
Greater Bay Area Make A Wish Foundation
Gun Owners Foundation
Habitat for Humanity International
Hearst Castle Preservation Foundation
Hebrew Academy of Morris County
Henry Mancini Institute
Heritage Foundation
Human Rights Foundation
Inst. of Christ the King Sovereign Priest
Institute for Humane Studies
Institute for Justice
Institute for Policy Innovation
Institute of World Politics, The
Institute on Religion and Public Policy
Intercollegiate Studies Institute
2005 Form 990
Grantee Address
394 Taugwonk Road
PO Box 1504
29 Castle Place
475 Riverside Dr, Ste 964
1001 Connecticut Avenue, NW, Suite 1250
159 Sapsucker Woods Road
907 Maryland Ave., NE.
730 North Franklin St, Ste 404
PO Box 470
900 Lafayette Street, Suite 301
1904 Franklin St, Ste 517
153 East 53rd Street, 49th Floor
325 East 101 st Street
3135 Easton Turnpike
115 East Fairfax Street
1666 Connecticut Avenue, NW
611 Cameron Street
900 Broadway, Suite 602
1850 M Street, NW, Ste 800
PO. Box 2072
103 East Chestnut
Post Ofce Box 5570
1706 New Hampshire, NW
3300 Poinsett Hwy
4400 University Dr., MSN 364
1029 Vermont Ave., NW Suite 400
1314 S. King St, Ste 1163
235 Pine St., 6th FL
8001 Forbes Place, St 102
121 Habitat Street
235 Montgomery St, 1160
146 Dover Chester Road
10811 Washington Blvd., Ste. 300
214 Massachusetts Avenue, NE
260 West 54th St. 15-G
6415 Woodlawn Ave.
3301 N. Fairfax, Ste 440
1717 Avenue, NW, Ste 200
1660 S. Stemmons Freeway, Ste 475
1521 16th Street, NW
1101 15th Street NW, Ste 115
3901 Centerville Road, PO Box 4431
Stonington, CT 06378-9982
Monterey. CA 93942
New Rochelle, NY 10805
New York, NY 10115
Washington, DC 20036
Ithaca, NY 14850-1999
Washington, DC 20002
Chicago, IL 60610
Elk Horn, IA 51531
Santa Clara, CA 95050
Oakland, CA 94612
New York, NY 10022
New York, NY 10029
Fairfield, CT 06828
Falls Church, VA 22046
Washington, DC 20009
Alexandria, VA 22314
New York, NY 10003
Washington, DC 20036
Livingston, MT 59047
Chicago, IL 60611
Helena, MT 59604-5570
Washington, DC 20009
Greenville, SC 29609-9969
Fairfax, VA 22030-4444
Washington, DC 2005-3517
Honolulu, HI 96814
San Francisco, CA 94104
Springeld, VA 22151
Americus, GA 31709
San Francisco, CA 94104
Randolph, NY 07869
Culver City, CA 90293
Washington, DC 20002-4999
New York, NY 10019
Chicago, IL 60637
Arlington, VA 22201
Washington, DC 20006-4615
Lewisville, TX 75067
Washington, DC 20036
Washington, DC 20005
Wilmington, DE 19807-0431
EIN 52-2166327
Grant Amount
$100.00
$600.00
$6,000.00
$15,000.00
$6,750.00
$1 ,000.00
$4,500.00
$3,750.00
$1 ,000.00
$1 ,000.00
$9,333.71
$7,500.00
$15,000.00
$5,000.00
$350.00
$250.00
$250.00
$20,000.00
$125,339.66
$1 ,000.00
$1 ,000.00
$3,000.00
$750.00
$500.00
$13,500.00
$500.00
$20,250.00
$20,000.00
$2,500.00
$500.00
$2,000.00
$250.00
$10,000.00
$19,350.00
$1 ,250.00
$2,000.00
$13,750.00
$1 1 ,750.00
$250.00
$216,000.00
$100.00
$750.00
CITIZENAUDIT.ORG PAGE #24
Donors Trust, Inc.
Grantee
International Freedom Education Found.
International Justice Mission
International Policy Network
International Steward
Int'I for Research in Exp Economics
Jacob A. Riis Neighborhood Settlement
Keck Graduate Institute
Landmark Legal Foundation
Lead Foundation
Leadership Institute
Legend of Sleepy Hollow Monument Comm.
Legion of Christ
Lincoln Institute for Research Educatio
Livingston Education Foundation
Lowcountry Open Land Tant
Ludwig von Mises Institute
Mackinac Center for Public Policy
Manhattan Institute
Marin Conservation League
Marin Interfaith Homeless Chaplaincy
Marin Interfaith Youth Outreach
Massachusetts General Hospital
McLean Bible Chruch
Media Research Center
Memorial Sloan Kettering Cancer Center
Middle East Forum
Milton Rose Friedman Foundation
Mission to the World
Moderation Management
Montalvo Association
Montana Water Trust
Mountain States Legal Foundation
The National Assoc. for Music Education
National Association of Scholars
National Immigration Forum
National Legal Policy Center
National Review Institute
National Right to Work
National Taxpayers Union Foundation
National Trust for the Humanities
Nature Conservancy-CT Chapter
National Center for Policy Analysis
2005 Form 990
Grantee Address
2000 N 14th St, Ste 550
PO Box 58147
1001 Connecticut Ave NW, Ste 1032
4595 Broadmoor SE, Ste 295
3811 N Fairfax Dr., #700
10-25 41 st Avenue
535 Watson Drive
19415 Deereld Ave, Ste 112
240 Waukegan Rd, Ste 200
1101 N Highland Street
Village Hall, 28 Beekman Ave
PO Box 4185
10315 Georgetown Pike485 East Bay Street
518 West Magnolia Avenue
140 West Main Street, PO. Box 568
52 Vanderbilt Avenue
1623-A 5th Ave.
1113 2nd Street
1002 2nd St.
65 Landsdowne Street, Room 419
PO. Box 9300
325 S. Patrick Street
633 Third Avenue
1500 Walnut St, Ste 1050
One American Square, Ste. 1750, Box 82078
PO. Box 116284
22 W. 27th St.
15400 Montalvo Rd, PO Box 158
218 South 6th Street East
2596 South Lewis Way
1806 Robert Fulton Dr.
221 Witherspoon St, Ste 201
50 F Street, NW, Ste 300
107 Park Washington Court
1030 15th St, NW, 11th FL
8001 Braddock Road, Ste. 500
108 North Alfred Street
1100 PA Ave NW, Ste 503
PO. Box 1162
12655 N Central Expressway, Ste 720
Arlington, VA 22201
Washington, DC 20037-8147
Washington, DC 20036
Grand Rapids, MI 49512
Arlington, VA 22203
Long Island City, NY 11101
Claremont, CA 91711
Leesburg, VA 20716
Glenview IL 60025
Arlington, VA 22201
Sleepy Hollow, NY 10591
Hamden, CT 06514
Great Falls, VA 22066
Livingston, MT 59047
Charleston, SC 29403
Auburn, AL 36832-4528
Midland, MI 48640
New York, NY 10017
San Rafael, CA 94901
San Rafael, CA 94901
San Rafael, CA 94901
Cambridge, MA 02139
McLean, VA 22102
Alexandria, VA 22314
New York, NY 10017
Philadelphia, PA 19102
Indianapolis, IN 46282
Atlanta, GA 30368-6284
New York, NY 10001
Saratoga, CA 95071
Missoula, MT 59801
Lakewood, CO 80227
Reston, VA 20191
Princeton, NJ 08542-9970
Washington, DC 20001
Falls Church, VA 22046
Washington, DC 20005
Springeld, VA 22160
Alexandria, VA 22314
Washington, DC 20506
Weston, CT 06883
Dallas, TX 75243-1739
52-2166327
Grant Amount
$99,000.00
$500.00
$25,000.00
$100.00
$15,000.00
$5,000.00
$7,000.00
$100.00
$1 ,000.00
$6,000.00
$10,000.00
$10,000.00
$250.00
$1 ,000.00
$100.00 I
$3,000.00
$250.00
$27,000.00
$9,000.00
$5,000.00
$7,500.00
$10,000.00
$10,000.00
$2,250.00
$1 ,000.00
$5,000.00
$10,000.00
$250.00
$6,000.00
$10,000.00
$100.00
$5,000.00
$7,500.00
$500.00
$250.00
$250.00
$82,500.00
$2,500.00
$2,500.00
$15,000.00
$4,000.00
$5,250.00
CITIZENAUDIT.ORG PAGE #25
Donors Trust, Inc.
Grantee
New Life Ministries
2005 Form 990
Grantee Address
PO. Box 60500
National Foundation for Teaching Entrepreneursh 120 Wall Street, 29th Floor
Northwest Medical Teams
Notre Dame India Mission
Novato Charter School Foundation
NumbersUSA Education Research Council
Pacic Legal Foundation
Pacic Research Institute
Partnership for the Homeless
Patronato Beneco Oriental, USA
Philadelphia Society, The
Pratham USA
Project Avary, Inc.
Project Inc.
Property and Environment Research Center
Queen's Work, Inc.
Read To Grow
Reason Foundation
Religious Freedom Coalition
Rockefeller University, The
Sagamore institute
Salvation Army-DC
Samaritan's Purse
Save the Children
Skeptics Society
Sonoran Institute
Special Operations Warrior Foundation
St. Frances Cabrini Catholic Church
St. Francis Xavier Church
St. Patrick's School
St. Vincent de Paul Diocese of Phoenix
Stanford Jazz Workshop
State Policy Network
Student Sponsor Partners
Tax Foundation
Texas Public Policy Foundation
Drug Policy Alliance, The
Flagstaff institute. The
Foreign Policy Research Institute, The
Goldwater Institute, The
Graduate Center Foundation, The
Hackley School, The
PO Box 10
13000 Auburn Road
940 C Street
1601 N. Kent Street, #1100
3900 Lennanne Dr, Ste 200
755 Sansome, Ste 450
305 7th Avenue
1215 Russell Road
11620 Rutam Circle
29 Agia
1018 Grand Ave.
10 Shady Lane
2048 Analysis Dr., Ste. A
PO Box 260
53 School Ground Road, #3
3415 S Sepulveda Blvd, Ste 400
PO Box 77511
1230 York Avenue
PO Box 20824
PO Box 269
PO Box 3000
59 Witon Road
2761 N Marengo Ave
7650 E Broadway, #203
PO Box 13483
15333 Woodard Road
524 9th Street
475 Old Post Road
426 E. McLellan
PO Box 20454
6255 Arlington
21 East 40th Street, Suite 1601
1900 M. Street, NW, Ste 550
900 Congress Ave., Ste. 400
70 West 36th Street, 16th FL
PO Box 3808
1528 Walnut St, Ste 610
500 E Coronado Road
365 5th Ave, Rm 8204
243 Benedict Avenue
Dallas, TX 75265-0500
New York, NY 10005
Portland OR 97207-0010
Chardon, OH 44024
Novato, CA 94949
Arlington, VA 22209-2105
Sacramento, CA 95834
San Francisco, CA 94111-1709
New York, NY 10001
Alexandria, VA 22301
Jerome, Ml 49249
Laguna Nigel, CA 92677-8607
San Rafael, CA 94901
Carmel, IN 46032
Bozeman, MT 59718
Hankins, NY 12741
Branford, CT 06405
Los Angeles CA 90034-6014
Washington, DC 20013
New York, NY 10021
Indianapolis, N 46220
Alexandria, DC 22313
Boone, NC 28607
West Port, CT 06880
Pasadena, CA 91001
Tucson, AZ 85710
Tampa, FL 33681-3483
San Jose, CA 95124-2798
Wilmette, IL 60091
Bedford, NY 10506
Phoenix AZ 85012
Stanford, CA 94309
Richmond, CA 94805-1601
New York, NY 10016
Washington, DC 20036
Austin, TX 78701
New York, NY 10018
Evergreen, CO 80437
Philadelphia, PA 19102
Phoenix, AZ 85004
New York, NY 10016
Tarrytown, NY 10591
EIN 52-2166327
Grant Amount
$500.00
$10,000.00
$100.00
$1,000.00
$7,500.00
$5,000.00
$250.00
$7,000.00
$5,000.00
$6,000.00
$250.00
$3,000.00
$20,000.00
$2,065.50
$6,250.00
$750.00
$2,500.00
$32,500.00
$100.00
$10,000.00
$2,500.00
$1,000.00
$500.00
$1,000.00
$6,000.00
$10,000.00
$1,000.00
$1,800.00
$1,600.00
$1,500.00
$1,000.00
$7,500.00
$2,500.00
$15,000.00
$3,000.00
$250.00
$5,000.00
$45,500.00
$10,000.00
$250.00
$6,000.00
$27,000.00
CITIZENAUDIT.ORG PAGE #26
Donors Trust, Inc.
Grantee
Naval Institute Foundation. Inc.
Philanthropy Roundtable
Trips for Kids Marin
US. English Foundation
United Spinal Association
United Way of Greater New Haven
University of Notre Dame du Lac
Visions of A Better World Foundation
Whirling Disease Foundation
World Vision
Yavapai College Foundation
Youth 8. Family Encounter, Inc.
2005 Form 990
Grantee Address
291 Wood Road
1150 17th Street, NW #503
138 Sunnyside
1747 Avenue, NW, Ste 1050
34 Nashuz Street
441 Elm St
School of Architecture, 110 Bond Hall
17 Old Manchester Road
PO Box 327
PO Box 70733
1100 E Sheldon Street, #6904
432 Washington Avenue
Annapolis. MD 21402
Washington, DC 20036
Mill Valley, CA 94941
Washington, DC 20006
Milford. NH 03055-3717
New Haven, CT 06511
Notre Dame, IN 46556
Candia, NH 03034
Bozeman, MT 59771-0327
Tacoma, WA 98471-0733
Prescott, AZ 86301-3297
North Haven CT 06473
Total Grants
EIN 52-2166327
Grant Amount
$100.00
$15,500.00
$5,000.00
$250.00
$1 ,000.00
$250.00
$500.00
$5,000.00
$5,000.00
$25,000.00
$1 ,000.00
$1 ,000.00
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2004/12 |
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990-EO |
2003/10 |
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990-EO |
2002/12 |
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